Het Meerjarig Financieel Kader 2014-2020 Een budget voor Europa 2020

MFF 2014-20

© European Commission 11

Het Meerjarig Financieel Kader 2014-2020

Een budget voor Europa 2020

MFF 2014-20


MFK• I. Het oorspronkelijke voorstel van de COM

• II. De huidige stand van zaken

• III. Van speciaal belang voor onderwijs/onderzoek

MFF 2014-20


Uitdagingen• Lisbon Treaty : more responsibilities • Connect Europe better • Social, economic disparities • Unstable neighborhood • Austerity climate• Financial crisis interventions • Response to natural disasters • Ensure synergies to prove EU Value-

added

Meer EUROPAvoor evenveel GELD!

Antwoorden• European logic fully geared to Europe

2020 strategy• Modernised budget

- output oriented, simplification, conditionality, leveraging investment

• Limited in size, but redesigned - savings in some areas - more to areas that matter - multi-purpose expenditure

• Budgetary rigour, administrative limits • New legitimacy of traditional policies

EU Budget = beleid in getallen

MFF 2014-20


• Connecting Europe Facility

• Innovative financial instruments

• Key changes in research, cohesion, agriculture and external action

• Administrative rigour

• Simplification

• New Own resources

• Simplified system of corrections

Meer moderne begroting

MFF 2014-20


1. Totaal volume

2. Uitgaven - overzicht

3. [Eigen middelen en correcties]

I. Voorstel COM: overzicht

MFF 2014-20


Vastleggingen versus betalingskredieten

Commitments€ 1025 Billion

1,05%BNI

Payments € 972 Billion1,00%of GNI

MFF+

Outside MFF€ 1083 Billion

1,11 %Of GNI

MFF 2014-20


Buiten het Meerjaren Financieel Kader

OUTSIDE THE MFF

Emergency Aid Reserve 350 350 350 350 350 350 350 2 450European Globalisation Fund 429 429 429 429 429 429 429 3 000Solidarity Fund 1 000 1 000 1 000 1 000 1 000 1 000 1 000 7 000Flexibility instrument 500 500 500 500 500 500 500 3 500Reserve for crises in the agricultural sector 500 500 500 500 500 500 500 3 500

ITER 886 624 299 291 261 232 114 2 707GMES 834 834 834 834 834 834 834 5 841

EDF ACP 3 271 4 300 4 348 4 407 4 475 4 554 4 644 29 998EDF OCT 46 46 46 46 46 46 46 321Global Climate and Biodiversity Fund p.m. p.m. p.m. p.m. p.m. p.m. p.m. p.m.

TOTAL OUTSIDE THE MFF 7 815 8 583 8 306 8 357 8 395 8 445 8 416 58 316

MFF 2014-20


1. Totaal volume

2. Overzicht uitgavenzijde


Overzicht voorstelling

MFF 2014-20


Ambitieus, maar realistisch…

2007-2013 2014-20201. Smart and Inclusive Growth 445,5 490,9 10,2%Of which Competitiveness 77,8 114,9 47,7%Of which infrastructure 12,9 40,0 209,7%Of which cohesion policy 354,8 336,0 -5,3%2. Sustainable Growth: natural resources 421,1 382,9 -9,1%Of which Market related expenditure and direct payments 322,0 281,8 -12,5%3. Security and Citizenship 12,4 18,5 49,9%of which Freedom, Security and Justice 7,6 11,6 53,0%of Citizenship 4,8 6,9 44,9%4. Global Europe 56,8 70,0 23,2%5. Administration (including pensions and European schools) 56,9 62,6 10,1%Of which administrative expenditure of EU institutions 48,4 50,5 4,2%6. Compensations 0,9Total appropriations 993,6 1.025,0 3,2%In % of EU-27 GNI 1,12% 1,05%

COMPARISON MFF 2007-13/2014-20Billion € in 2011 prices

Difference (in %)

MFF 2014-20


Beduidende herverdeling in sleutelsectoren beleid

0,0

10,0

20,0

30,0

40,0

50,0

60,0

70,0

80,0

90,0

2007-2013 54,9 9,1 12,9 11,5 56,8

2014-2020 80,0 15,2 50,0 18,5 70,0

Research and innovation

Education and culture

Infrastructure funding

Security and citizenship

Global Europe

+23,2%

MFF 2014-20


Ontwikkeling GLB en Cohesie in 2013-2020

20%

25%

30%

35%

40%

45%

2013 2014 2015 2016 2017 2018 2019 2020

Common agricultural policy Cohesion policy

MFF 2014-20


Niewe architectuur cohesiebeleid • Three categories of regions

– Less developed regions (GDP per capita < 75%)– Transition regions (GDP per capita between 75%

and 90%)– More developed regions (GDP per capita > 90%) – Cohesion Fund for Member States with GNI per capita

<90%• Territorial cooperation (3 strands: CBC,

transnational, interregional)

Cohesie

MFF 2014-20


• Common strategic framework for all structural funds

• Investment partnership contracts with Member States

• Stronger conditionality

• The biggest spending area by 2020

• Concentration on poorer and weakest regions

• Thematic concentration

• Transition regions

Cohesion policy

0%

10%

20%

30%

40%

50%

60%

2007-2013 2014-2020

EU-15

EU-12

MFF 2014-20


• Declining share in the EU budget until 2020

• Greening of CAP - direct aid 30 % linked to environment measures

• Progressive convergence towards EU average:

– Close 33% of the gap with 90% of EU average– Financed by all Member States above the average

• Market measures: Emergency Mechanism

• European Globalisation Fund to help farmers adapt to globalisation

Landbouw

MFF 2014-20


• Budget under restraint

– Staff reduction up to 5%

– Efficiency gains (increase working hours to 40 a week)

– Reviewing certain benefits in line with similar trends in Member States

• Administrative expenditure discipline for all EU institutions

* Excluding Pensions and European Schools

Administratieve uitgaven

MFF 2014-20


1. Totaalvolume

2. Uitgavenzijde


Overzicht presentatie

MFF 2014-20


• Manier van werken:

1. Raadswerkgroep SA en FOP; bilaterales met kabinet Van Rompuy

2. Coreper – RAZ – Europese Raad - Trilaterales

II. Huidige situatie

MFF 2014-20


2. Stavaza 1 november 2012: naar Europese Raad op 22-23/11

* Kloof tussen netto-betalers (DU, NL, FI, …) en netto-ontvangers (nieuwe lidstaten, lidstaten in serieuze fin.-econ. Problemen)* BE: in tussenpositie …* Cyprioten zetten cijfers in “onderhandelingsdoos” MFK

II. Huidige situatie (b)

MFF 2014-20

© European Commission

II. Huidige situatie (c)

• Grote spanningen rond:

• Algemeen volume begroting: - 100 miljard euro? (Voorstel CY: op dit ogenblik in totaal: - 50 miljard: “tussensituatie naar extra bezuinigingen”; wellicht naar – 50 tot – 75 miljard euro

• Geld voor cohesie: transitieregio’s, competiviteitsregio’s, macro-economische conditionaliteit? Allocatiecriteria competregio’s …

• Geld voor GLB: daling pijler 1 (art. 53)? Convergentie tussen oude en nieuwere LS: snelheid? Pijler 2 voor wie? Vergroening …

• Food for deprived (2 miljard) naar ESF• Connecting Europe Facility: - 30 % t.a.v. voorstel COM voor

Transport, - 23 % Energie, - 24 % ICT

19

MFF 2014-20


II. Huidige situatie (d)

• Rubriek 1 a: Competiviteit: - 11 % (SIC); maar toch nog 61,3 % t.a.v. vorige periode

• Wat met ITER, GMES: in 1 a zonder compensatie?

• 1b: (Cohesie): - 4 % - vooral meest ontwikkelde - en transitieregio’s

MFF 2014-20


III. Belangrijk voor hoger onderwijs

a) Horizon 2020: onderzoeksprogramma

b) Erasmus for All

21

MFF 2014-20


Proposal for the EU Framework Programme for Research and Innovation (2014-2020)

DG Research & Innovation, European Commission

MFF 2014-20


Impact of R&D on economic recovery

NLBE

FR

CZ

UK

DK

AT

EE

DE

LU

PL

SKRO

CY

ES

BGLV

IE

SEFI

ELLT

HU

PT IT

0,0

0,5

1,0

1,5

2,0

2,5

3,0

3,5

4,0

-5,0 -4,0 -3,0 -2,0 -1,0 0,0 1,0 2,0 3,0 4,0 5,0 6,0

GDP growth, 2010

Aver

age

R&D

inve

stm

ent,

2004

-200

9

MFF 2014-20


Context• Economic context:• Priority for growth enhancing measures within smart fiscal

consolidation• R&I essential for competitiveness and creating and retaining high

value jobs and industries

• Policy context:• R&I central to Europe 2020 strategy and to realise EU goals in areas

such as energy, environment, transport, security

• International context:• EU falling behind other regions in R&D (e.g. US, Japan) and losing

ground to emerging countries (e.g. China, India)

MFF 2014-20


Added value of R&I spending at EU level• Cross-border pooling of resources achieves critical mass and

diffusion of knowledge • EU level competition increases levels of R&I excellence and

international attractiveness for global talent • Cross-border training and career development enhances

Europe’s research and innovation capacities• EU projects provide knowledge to address pan-European

policy challenges and advance Single Market• Partnerships with Member States increases efficiency and

effectiveness of public spending (e.g. removes duplications)• Risk sharing with private sector, leverages additional private

R&I investments

MFF 2014-20


Some examples:• EU collaborative research on 3G mobile phone standards,

led to €250 billion market revenues for EU companies.• EU Risk Sharing Finance Facility has leveraged investments

in R&D (EIB, private sector) worth 30 times EU contribution.

• European Research Council grants are attracting leading researchers from US (in some fields more than half of grant holders have doctorates/ post docs in US)

• Evaluations show every €1 of EU R&D spending leads to an increase in industry added value of €7-14.

MFF 2014-20


Horizon 2020: general objective• General objective: building an economy based on

knowledge and innovation; supporting Europe 2020 and European Research Area.

• Proposed budget 2014-20: €77.606 billion (constant 2011 prices) – Also €1.665 billion Euratom 2014-18; €0.729 provisioned

for 2019-20• Performance indicators: Europe 2020 R&D target (3% of

GDP, currently 2.01%); Europe 2020 innovation indicator

MFF 2014-20


European Research CouncilFrontier research by the best individual teams

13 268

Future and Emerging TechnologiesCollaborative research to open new fields of innovation

3 100

Marie Curie actionsOpportunities for training and career development

5 572

Research infrastructures (including e-infrastructure)Ensuring access to world-class facilities

2 478

Horizon 2020: specific objectives (1)Priority 1 – Excellent Science

MFF 2014-20


Leadership in enabling & industrial technologies

(ICT, nanotech, materials, biotech, manufacturing, space)

13 781

Access to risk financeLeveraging private finance and venture capital

3 538

Innovation in SMEsFostering all forms of innovation in all types of SMEs

619

Horizon 2020: specific objectives (2)Priority 2 – Industrial Leadership

MFF 2014-20


Health, demographic change and wellbeing 8 033

Food security, sustainable agriculture, marine and maritime research & the bioeconomy

4 152

Secure, clean and efficient energy* 5 782

Smart, green and integrated transport 6 802Climate action, resource efficiency and raw materials 3 160Inclusive, innovative and secure societies 3 819

*Additional €1 788m for nuclear safety and security from the Euratom Treaty activities (2014-18). Does not include ITER.

Priority 3 – Societal ChallengesHorizon 2020: specific objectives (3)

MFF 2014-20


Horizon 2020: specific objectives (4)

European Institute of Innovation & Technology (EIT)

Combining research, innovation & training in Knowledge and Innovation Communities

1 360 +1 440*

Joint Research Centre (JRC)**Providing a robust, evidence base for EU policies

1 962

* Second tranche pro rata from Enabling & Industrial Technologies and Societal challenges (subject to review)

**Additional €656 m for the JRC to be funded from the Euratom Treaty activities

Three priorities also supported by:

MFF 2014-20


Major simplification • Single framework programme integrating 3 separate

instruments (and 8 different specific programmes)• Single set of rules covering all R&I funding, aligned with

Financial Regulations• One project, one funding rate – 100% direct costs*, 20%

flat rate for indirect costs• Fewer, better targeted, controls & audits• Faster time to grant – average time reduced by 100 days• Efficient management, including greater use of external

management

• * Lower maximum rate (70%) for closer to market projects. Projects will require co-funding by participants for indirect costs which are typically in the order of 100% of direct costs.

MFF 2014-20


Synergies with Cohesion policy • Clear division of labour:

– Horizon 2020 = excellence through open, EU wide competitions– Cohesion policy = building regional research and innovation capacity

• Horizon 2020:– Simplification to ensure equal access for all– Targeted measures for less developed regions to improve policy learning,

support international networking, and attract talent

• Cohesion Policy:– Research and innovation as an investment priority– R&I operational programmes conditional on smart specialisation strategy– Inter-regional cooperation to includes cooperation between clusters,

researchers and research institutions, based on FP7 ‘Regions of Knowledge’ and ‘Research potential’

MFF 2014-20


Synergies with the Competitiveness and SME programme (COSME)

• Horizon 2020 and COSME are complementary programmes to generate growth and jobs:– Horizon 2020 = innovation driven growth– COSME = support to create favourable business

environment and competitiveness

• Which will be closely coordinated, e.g:– Financial instruments (debt and equity): clear criteria to

decide which programme provides EU contribution– SME support: Enterprise Europe Network under COSME, to

act as ‘one stop shop’ for EU funding

MFF 2014-20

© European Commission35

« ERASMUS FOR ALL »

A Single Programme for Education, Training, Youth and Sport (2014-2020)

MFF 2014-20


The context and rationale of the MFF 2014-2020

• Concentration of efforts on Europe 2020: objectives and strategic priorities

• Focus on EU added value: pooling of resources; from a culture of entitlement to a culture of results, incentives, partnerships and evaluation of impact

• Simplification: streamlined legal basis and programmes, simpler rules and innovative financing sources to enhance the leverage of the EU budget

MFF 2014-20


The context and rationale of Erasmus for All

• Key role: to enhance the contribution of education and human capital to sustainable growth. Hence the rationale:

► Concentration of efforts on the education aspects of Europe 2020 through the policy frameworks of ET2020 and the Youth strategy, and through policy development;

► Focus on EU added value through mobility, cooperation and policy reform to promote the modernisation of education systems at all levels and address skills shortages and mismatches;

► Simplification via streamlining of legal bases into a single programme, simpler rules and innovative funding sources.

MFF 2014-20


Youth in Action Programme

Internationalhigher education

programmes:Erasmus Mundus,

Tempus,Alfa, Edulink, Bilateral

Programmes

Grundtvig

Erasmus

Leonardo

Comenius

LifelongLearning

Programme

A single integrated programmeExisting programmes

A Streamlined architecture

Erasmus for All

1.LearningMobility

3.Policy

Support

2.Co-operation

projects

Specific activities:

• Jean Monnet • Sport

MFF 2014-20


Key action 1:Learning mobility of individuals

Key action 3:Support for policy reform

Key action 2:Co-operation for innovation

and good practices

3 Key actions

MFF 2014-20


Learning Mobility

• Modernising education through chances to learn abroad:

►Students: higher education and vocational training

►Masters students: a new loan guarantee mechanism

►Youth: international volunteering and youth exchanges

►Staff: teachers, trainers, school leaders and youth workers

►International dimension: mobility for EU and non-EU beneficiaries

MFF 2014-20


Erasmus Master- Loan Guarantee scheme• Why?

– No support for degree mobility at master level– National grants/loans often not portable– More inclusive access to mobility– Leverage effect of EU budget

• Who?– Managed by the European Investment Fund (EIF)

• Eligibility?– Students who wish to study a full Masters degree in another participating country– Average of 47.000 loans a year

• How?– EU Budget provides part guarantee against non-repayment – technicalities dealt within the debt platform and in cooperation with EIF, ECFIN and BUDG– In return, banks/student loan agencies must agree to offer favourable terms (interest rates, repayment terms, grace periods etc.)

MFF 2014-20


Cooperation for innovation

• Modernising education through cooperation:

► Partnerships between education institutions, youth organisations, training institutions and other actors

► Large-scale cooperation between education and business: ‘Knowledge Alliances’ and ‘sector Skills Alliances’

► Connecting students and staff via web platforms

► Helping modernisation of universities in third countries

MFF 2014-20


Support for policy reform

• Modernising education through policy support:

► Evidence based support for effective education investment

► Development and promotion of EU wide tools to assess and recognise skills

► Peer learning and cross-fertilization between education systems

MFF 2014-20


International DimensionObjective (MMF Communication): incorporate all existing international programmes (Erasmus Mundus, Tempus, Alfa, and Edulink) to: (1) put an end to the current fragmentation; (2) enhance the global visibility and impact and (3) increase efficiency.

1. International opening of Erasmus: more mobilityof students and staff between EU – non EU in both directions

2. Joint Master courses of high quality offered byconsortium of EU/non EU universities to attract the very best students worldwide

3. Specific support with neighbourhood countries: More cooperation between universities for capacity building and more student and staff mobility, in line with development objectives

4.Rest of the world: More cooperation between universities in the EU and rest of the world for capacity building, in line with development objectives

MFF 2014-20


Jean Monnet

• Erasmus for all will Include support for teaching and research on European integration via Jean Monnet activities

We maintain the Institutional support for College of Europe (Bruges and Natolin) and the European Institute of Florence

We open a competitive support to other institutions based on excellence and added value

The Jean Monnet Chair continues to be a key component We propose the creation of the Jean Monnet Label of Excellence

MFF 2014-20


Sport

• Erasmus for all will Support the European dimension of Sport

Focus on grassroots sport activities (not the top professional level) Tackle transnational threats to sport (amateur doping, match-fixing, violence,

racism, intolerance) Develop European Cooperation in sport (improving good governance,

promoting dual careers for athletes Social inclusion in sport and health enhancement

MFF 2014-20


Budget

63%

25%

4%3% 2% 2% 1%

Key Action 1: Learning mobility ofindividuals (63%)

Key Action 2: Cooperation forinnovation and good practices(25%)

Key Action 3:Support for policyreform (4%)

Operational grants to NationalAgencies (3%)

Administrative expenditure (2%)

Jean Monnet Initiative (2%)

Sport Action (1%)

BUDGET ALLOCATION BY TYPE OF ACTION FOR THE PROGRAMME

MFF 2014-20


Budget

Indicative allocations expressed in percentage:

25 % for higher education;

17 % for vocational education and training and adult learning (of which 2 % for adult learning);

7 % for schools;

7 % for youth

MFF 2014-20


Erasmus for All - budget

65%

35%

Member States

EU

Budget implementation architecture

– Learning mobility of HE students in joint/double degree

– Cooperation for innovation and good practices: Knowledge alliances, Sector Skills alliances, Capacity building in third countries, IT support platforms

– Support to policy reform: Support to open method of coordination, EU transparency tools, Policy dialogue

Centralised management by EC : Residual

Management by National Agencies: 12,7 billion € (65%)

–Learning mobility of individuals (excluding joint/double degree) also for the international dimension

–Cooperation for innovation and good practices: Strategic partnerships between education institutions or between youth organisations and/or relevant actors

Centralised management by Executive Agency : 6,8 billion € (35%)

MFF 2014-20


Management system

2007-2013• EC sets management rules• MS designates National Agency• MS issues ex-ante declaration of

assurance on National Agency• MS delivers yearly declaration of

assurance on National Agency compliance and accounts

• MS in charge of audits and control of National Agency

• Good results but heavy and continuous workload on MS

• Difficult match with timing requirements for Annual Activity Report

2014-2020• EC sets management rules• MS designates National Agency and

independent audit body• MS issues ex-ante compliance

assurance on National Agency• National Agency provides yearly

management declaration of assurance with independent audit report

• MS supervises national system and informs EC

• High assurance level kept, but with less burden for MS

• In tune with timing requirements for Annual Activity Report

MFF 2014-20


Estimated output figures• Up to 5 million people overall will benefit from mobility opportunities during 2014-2020 (versus 2.8

million in 2007-2013) ;

• Over 2 200 000 higher education students and 730 000 vocational students will spend a part of their education abroad, including about 700 000 traineeships in companies ;

• Nearly 1 million teachers, trainers, education staff and youth workers will acquire new teaching and learning methods abroad ;

• 330 000 Master students will benefit from the new loan guarantee scheme ;

• 540 000 young people will be given the opportunity to volunteer or participate in youth exchanges ;

• 34 000 joint degree students (between EU and non-EU universities) ;

• Over 20 000 Strategic Partnerships involving 115 000 institutions / organisations ;

• 400 Knowledge and Sector skills Alliances involving 4000 education institutions.

Documents

Het Meerjarig Financieel Kader 2014-2020 Een budget voor Europa 2020