Proposal for a Council Decision concerning the Community position within the Association Council on the participation of Estonia in Community programmes in the fields of training and education
Date: 2000-04-13
Institutions: European Commission
Subjects: EU programme, Estonia, Member States' contribution, education, vocational training

COMMISSION OF THE EUROPEAN COMMUNITIES

Brussels, 13.04.2000
COM(2000) 208 final

2000/0086(ACC)

Proposal for a

COUNCIL DECISION

concerning the Community position within the Association Council on the participation
of Estonia in Community programmes in the fields of training and education

(presented by the Commission)

EXPLANATORY MEMORANDUM

The Helsinki European Council of December 1999 confirmed the enlargement process
launched at its meeting of December 1997 in Luxembourg. The enhanced Pre-Accession
Strategy defined in 1997 has been reiterated, which includes the participation of the
13 candidate States in Community programmes as an important part of such strategy.

As regards the ten candidate countries of Central and Eastern Europe (CEECs), participation
in Community programmes is provided in their respective Europe Agreements. Pursuant to
the Europe Agreements, the conditions and modalities of these countries’ participation are
defined by the respective Association Councils.

In the case of the education, training and youth programmes, all the CEECs have been
participating in 1999 in the first phase of the Leonardo da Vinci and of the Socrates
programmes, and in the Youth for Europe programme. For some of them, participation in
these programmes started already in 1997, others joined the programmes in 1998 and others
in 1999. Their participation in these programmes has been an important element in these
countries’ pre-accession process. The Association Council decisions setting out
the
arrangements for this participation expired on 31 December 1999, as did the decisions
establishing the programmes themselves.

The second phase of Leonardo da Vinci, the second phase of Socrates, and a new Youth
programme, are succeeding the previous programmes. The decisions establishing the second
phase of Leonardo da Vinci and of Socrates provide that the programmes shall be open to the
participation of the CEECs. A similar provision is included in the draft decision of the
European Parliament and of the Council establishing the Community action programme
Youth, which is in the process of adoption.

All the CEECs have confirmed their willingness to participate in the new programmes as from
2000, and to pay their financial contribution partly from their national budget, and partly from
their annual Phare allocation. As provided in the conclusions of the meeting of the European
Council in Luxembourg of 12 and 13 December 1997, these countries’ financial contributions
of their own are steadily increasing.

Because of the transnational nature of these programmes, it is in the interests of all parties that
the activities undertaken within the first generation of programmes could continue within the
successor programmes without any interruption.

So as to allow the CEECs to participate in these new programmes since their beginning, the
Commission has tabled a proposal for the adoption of two decisions of each Association
Council, one for the two programmes already in force, Leonardo da Vinci II and Socrates,
and one for the Youth programme. So the proposed decisions concerning Leonardo da Vinci II
and Socrates II could be adopted first, and the proposed decisions concerning Youth could be
adopted as soon as the decision establishing the programme will enter into force.

The main issues addressed in the proposed draft Decisions of the Association Councils are the
following :

2

• projects and initiatives submitted by participants from the CEECs shall be subject to the
same conditions, rules and procedures pertaining to these programmes as are applied to
Member States, regarding in particular the submission, assessment, and selection of
applications and projects,
in the
implementation of the programmes, and the activities related to the monitoring of their
participation in the programmes ;

the responsibilities of

the national

structures

• the CEECs will pay each year a contribution to the programmes, as established in the
Association Council decisions. This contribution will not be reimbursed to the CEEC if, at
the end of the year, the results fall short of the contribution paid ;

• as provided in the conclusions of the meeting of the European Council in Luxembourg, the
CEECs will be invited to attend the Programme Committees as observers, for the points
which concern them ;

• the decisions will apply for the duration of the programmes and will enter into force the

day of their adoption.

The early adoption of Association Council decisions would allow the candidate countries to
continue being
integrated in Community networks and other activities in the fields of
education, vocational training and youth without any interruption.

Accordingly, the Council is invited to adopt the annexed proposal for a Council Decision
concerning the Community position within the Association Council on the participation of
Estonia in Community programmes in the fields of training and education.

3

Proposal for a

COUNCIL DECISION

concerning the Community position within the Association Council on the participation
of Estonia in Community programmes in the fields of training and education

THE COUNCIL OF THE EUROPEAN UNION,

Having regard to the Treaty establishing the European Community, and in particular Articles
149 and 150, in conjunction with Article 300(2) thereof,

Having regard to the proposal from the Commission,

Whereas:

(1)

(2)

(3)

(4)

The Europe Agreement
establishing an association between the European
Communities and their Member States, of the one part, and the Republic of Estonia, of
the other part, entered into force on 1 February 1998 ;

According to Article 108 of the Europe Agreement and to its Annex X, Estonia may
participate in Community framework programmes, specific programmes, projects or
other actions notably in the fields of training and education, and the terms and
conditions for the participation of Estonia in these activities shall be decided by the
Association Council ;

Following the Decision 3/98 of 29 October 1998 of the Association Council between
the European Communities and their Member States, of the one part, and the Republic
of Estonia, of the other part1, Estonia has been participating in the first phase of the
Leonardo da Vinci and Socrates programmes since 1 November 1998 ;

Council Decision (1999/382/EC) of 26 April 1999 establishing the second phase of the
Community vocational training action programme “Leonardo da Vinci”2, and in
particular Article10 thereof, and Decision (253/2000/EC) of 24 January 2000 of the
European Parliament and the Council establishing the second phase of the Community
action programme in the field of education “Socrates”3, and in particular Article 12
thereof, provide that these programmes shall be open to the participation of associated
Central and Eastern European countries in accordance with the conditions set out in
the Europe Agreements, and in the decisions of the respective Association Councils,

1

2

3

OJ L 307, 17.11.1998, p. 19
OJ L 146, 11.6.1999, p. 33.
OJ L 28, 3.2.2000, p.1.

4

HAS DECIDED AS FOLLOWS:

The position to be taken by the Community within the Association Council established by the
Europe Agreement between the European Communities and their Member States, of the one
part, and the Republic of Estonia, of the other part, concerning the participation of Estonia in
Community programmes in the fields of training and education, is the attached draft decision
of the Association Council.

Done at Brussels,

For the Council
The President

5

Draft

DECISION N° …/ 2000 OF THE ASSOCIATION COUNCIL
between the European Communities and their Member States, of the one part, and the
Republic of Estonia, of the other part

of .....

adopting the terms and conditions for the participation of the Republic of Estonia in
Community programmes in the fields of training and education

THE ASSOCIATION COUNCIL

Having regard to the Europe Agreement between the European Communities and their
Member States, of the one part, and the Republic of Estonia, of the other, and in particular
Article 108 thereof 4 ;

Whereas :

(1)

(2)

(3)

According to Article 108 of the Europe Agreement and its Annex X, Estonia may
participate in Community framework programmes, specific programmes, projects or
other actions notably in the fields of training and education ;

According to the same Article the terms and conditions for the participation of Estonia
in these activities shall be decided by the Association Council ;

Following the Decision 3/98 of 29 October 1998 of the Association Council between
the European Communities and their Member States, of the one part, and the Republic
of Estonia, of the other part 5, Estonia has been participating in the first phase of the
Leonardo da Vinci and Socrates programmes since 1 November 1998, and has
expressed the wish to participate in the second phase of the programmes.

HAS DECIDED AS FOLLOWS:

Article 1

Estonia shall participate in the second phase of the European Community programmes
Leonardo da Vinci and Socrates (hereinafter called Leonardo da Vinci II and Socrates II)
according to the terms and conditions set out in Annexes I and II which shall form an integral
part of this Decision.

4

5

OJ L 68, 9.3.1998, p. 3.
OJ L 307, 17.11.1998, p. 19.

6

This Decision shall apply for the duration of the Leonardo da Vinci II and Socrates II
programmes, starting from 1 January 2000.

Article 2

Article 3

This Decision shall enter into force the day of its adoption by the Association Council.

Done at Brussels,

For the Association Council
The President

7

ANNEX I

Terms and conditions for the participation of the Republic of Estonia
in the Leonardo da Vinci II, and Socrates II programmes

1. Estonia will participate in the activities of the Leonardo da Vinci II and Socrates II
programmes (hereinafter called “the Programmes”)
in conformity, unless otherwise
provided in this Decision, with the objectives, criteria, procedures and deadlines as defined
in Council Decision (1999/382/EC) of 26 April 1999 and Decision (253/2000/EC) of
24 January 2000 of the European Parliament and of the Council establishing these
Community action programmes.

2. In conformity with the terms of Articles 5 of the Decisions on Leonardo da Vinci II and
Socrates II and with the provisions relating to the responsibilities of the Member States and
of the Commission concerning the Leonardo da Vinci and Socrates National Agencies
adopted by the Commission, Estonia shall establish the appropriate structures for the
coordinated management of the implementation of the programme actions at national level,
and take the measures needed to ensure the adequate funding of these Agencies, which will
receive programme grants for their activities. Estonia will take all other necessary steps for
the efficient running of the Programmes at national level.

3. To participate in the Programmes, Estonia will pay each year a contribution to the general

budget of the European Union according to the modalities described in Annex II.

If necessary in order to take into account programme developments, or the evolution of
Estonia’s absorption capacity,
this
contribution, so as to avoid budgetary imbalance in the implementation of the programmes.

the Association Committee is entitled to adapt

4. The terms and conditions for the submission, assessment and selection of applications
related to eligible institutions, organisations and individuals of Estonia will be the same as
those applicable to eligible institutions, organisations and individuals of the Community.

Estonian experts may be taken into consideration by the Commission when appointing
independent experts according to the relevant provisions of the decisions establishing the
programmes to assist it in the project evaluation.

5. With a view to ensure the Community dimension of the Programmes, to be eligible for
Community financial support, projects and activities will have to include at least a partner
from one of the Member States of the Community.

6. For the mobility activities referred to in Annex I, section III.1 of the Leonardo da Vinci II
decision, and for the Socrates decentralised actions, as well as for financial support to the
activities of the National Agencies set up in accordance with point 2 above, funds will be
allocated to Estonia on the basis of the annual programme budget breakdown decided at
Community level and the Estonia’s contribution to the programme. The maximal amount
of financial support to the activities of the National Agencies will not exceed 50 % of the
budget for the National Agencies’ work programmes.

7. The Member States of the Community and Estonia will make every effort, within the
to facilitate the free movement and residence of
framework of existing provisions,
students, teachers, trainees, trainers, university administrators, young people and other

8

eligible persons moving between Estonia and the Member States of the Community for the
purpose of participating in activities covered by this Decision.

8. Activities covered by this Decision shall be exempt from imposition by Estonia of indirect
taxes, customs duties, prohibitions and restrictions on imports and exports in respect of
goods and services intended for use under such activities.

9. Without prejudice to the responsibilities of the Commission of the European Communities
and the Court of Auditors of the European Communities in relation to the monitoring and
evaluation of the programmes pursuant to the decisions concerning Leonardo da Vinci II
and Socrates II (Articles 13 and 14 respectively), the participation of Estonia in the
programmes will be continuously monitored on a partnership basis involving the
to the
Commission of the European Communities and Estonia. Estonia will submit
Commission relevant reports and take part in other specific activities set out by the
Community in that context.

10.In conformity with the Community’s Financial Regulations, contractual arrangements
concluded with, or by, entities of Estonia shall provide for controls and audits to be carried
out by, or under the authority of, the Commission and the Court of Auditors. As far as
financial audits are concerned, they may be carried out with the purpose of controlling
such entities’ income and expenditures, related to the contractual obligations towards the
Community. In a spirit of cooperation and mutual interest, the relevant authorities of
Estonia shall provide any reasonable and feasible assistance as may be necessary or helpful
under the circumstances to perform such controls and audits.

The provisions relating to the responsibilities of the Member States and of the Commission
concerning the Leonardo da Vinci and the Socrates National Agencies adopted by the
Commission will apply to the relations between Estonia, the Commission and the Estonian
National Agencies. In the event of irregularity, negligence or fraud imputable to the
Estonian National Agencies, the Estonian authorities shall be responsible for the funds not
recovered.

11.Without prejudice to the procedures referred to in Articles 7 of the Decision on Leonardo
da Vinci II and Article 8 of the Decision on Socrates II, representatives of Estonia will
participate as observers in the Programme Committees, for the points which concern them.
These committees shall meet without the presence of representatives of Estonia for the rest
of the points, as well as, at the time of voting.

12.The language to be used in all sorts of contacts with the Commission, as regards the
application process, contracts,
to be submitted and other administrative
arrangements for the programmes, will be one of the official languages of the Community.

reports

13.The Community and Estonia may terminate activities under this Decision at any time upon
twelve months’ notice in writing. Projects and activities in progress at
the time of
termination shall continue until their completion under the conditions laid down in this
Decision.

9

ANNEX II

Financial contribution of the Republic of Estonia
to Leonardo da Vinci II and Socrates II

1. Leonardo da Vinci

The financial contribution to be paid by Estonia to the budget of the European Union to
participate in the Leonardo da Vinci II programme will be the following (in

) :

€

Year 2000 Year 2001 Year 2002 Year 2003 Year 2004 Year 2005 Year 2006

837 000

859 000

916 000

956 000

996 000

1 047 000

1 087 000

2. Socrates

The financial contribution to be paid by Estonia to the budget of the European Union to
participate in the Socrates II programme in 2000 will be 659 000

€

.

The contribution to be paid by Estonia for the following years of the programme will be
decided by the Association Council in the course of the year 2000.

3. Estonia will pay the contribution mentioned above, partly from the Estonian national
budget, and partly from Estonia’s PHARE National Programme. Subject to a PHARE
separate programming procedure, the requested PHARE funds will be transferred to
Estonia by means of a separate Financing Memorandum. Together with the part coming
from Estonia’s State budget, these funds will constitute Estonia’s national contribution, out
of which it will make payments in response to annual calls for funds from the Commission.

4. PHARE funds will be requested according to the following schedule :

€

- 305 000

for the contribution to the Socrates II programme in 2000 ;

- for the contribution to the Leonardo da Vinci II programme, the following yearly
amounts (in

€

)

Year 2000 Year 2001 Year 2002 Year 2003 Year 2004 Year 2005 Year 2006

337 000

359 000

416 000

356 000

296 000

247 000

237 000

The remaining part of the contribution of Estonia will be covered from the Estonian State
budget.

5. The financial regulation applicable to the general budget of the European Union will apply,

notably to the management of the contribution of Estonia.

Travel costs and subsistence costs incurred by representatives and experts of Estonia for
the purposes of taking part as observers in the work of the committees referred to in
Annex I, Point 11 or other meetings related to the implementation of the Programmes shall

10

be reimbursed by the Commission on the same basis as and in accordance with the
procedures currently in force for nongovernmental experts of the Member States of the
European Union.

6. After the entry into force of this Decision and at the beginning of each following year, the
Commission will send to Estonia a call for funds corresponding to its contribution to each
of the respective programmes under this Decision.

This contribution shall be expressed in Euros and paid into an Euro bank account of the
Commission.

Estonia will pay its contribution according to the call for funds :

- by 1 May for the part financed from its national budget, provided that the call for funds is
sent by the Commission before 1 April, or at the latest one month after the call for funds is
sent if later ;

- by 1 May for the part financed from PHARE, provided that the corresponding amounts
have been sent to Estonia by this time, or at the latest in a period of 30 days after these
funds have been sent to Estonia.

Any delay in the payment of the contribution shall give rise to the payment of interest by
Estonia on the outstanding amount from the due date. The interest rate corresponds to the
rate applied by the European Central Bank, on the due date, for its operations in EURO,
increased by 1.5 percentage points.

11

FINANCIAL STATEMENT

1.

TITLE OF OPERATION

Participation of Estonia in Leonardo da Vinci and Socrates

2.

BUDGET HEADING INVOLVED

B7-030 Economic aid to the associated countries of Central and Eastern Europe
6091 Revenue accruing from the participation of the associated countries of central
Europe in Community programmes

3.

LEGAL BASIS

Treaty establishing the European Community, and in particular Articles 149 and 150,
in conjunction with Article 300(2) thereof ;

the Europe Agreement with Estonia (Article 108), providing for the participation in
Community programmes ;

Council Decision (1999/382/EC) of 26 April 1999 establishing the second phase of
the Leonardo da Vinci programme, and in particular Article 10 thereof;

the European Parliament and of

Decision of
(253/2000/EC) of
24 January 2000 establishing the second phase of the Socrates programme, and in
particular Article 12 thereof.

the Council

4.

4.1

DESCRIPTION OF OPERATION

General objective

The Europe Agreement with Estonia provides for Estonia’s participation in
Community programmes in a wide range of areas, among which education, and
vocational training.

the
Its participation will not only contribute towards the implementation of
provisions relating to economic and cultural cooperation in the Europe Agreement,
but will also enable Estonia to familiarise itself with the procedures and methods
used in Community programmes.

Estonia has been participating in the first phase of the Leonardo da Vinci and
Socrates programmes since 1 November 1998.
In line with the Commission
communication “Agenda 2000” of 16.7.1997 and of the conclusions of the European
Council in Luxembourg, Estonia’s participation in these programmes has been part
of the reinforced preaccession strategy which assist this country in its preparation for
future accession to the Union.

12

The decision-making process for the opening-up of programmes involves a decision
by the Association Council between the Union and Estonia. The decision of the
Association Council of 29 October 1998 establishing the participation of Estonia in
the first phase of these programmes has expired on 31 December 1999.

This new draft Association Council Decision aims at allowing the Estonian
participation to be carried on and to ensure continuity between the first and the
second phase of these programmes. Like the first one, it lays down conditions,
notably as concerns Estonia’s financial contribution, and practical arrangements for
participating in these programmes.

4.2

Period covered and arrangements for renewal

Until the end of the Community programmes concerned, i.e. 31.12.2006.

5.

5.1

5.2

5.3

CLASSIFICATION OF EXPENDITURE OR REVENUE

Non-compulsory expenditure

Differentiated appropriations

Type of revenue involved

Since Article 108 of the Europe Agreement stipulates that Estonia itself will meet the
costs resulting from its participation, it will be invited to pay a contribution for
participating in the programmes. As the same article states that the Community may
supplement Estonia’s contribution, Estonia will contribute only part from its national
budget. The remaining part of its contribution will be taken from its PHARE
National Programme. The required PHARE funds will be charged to heading B7-
030, and transferred to Estonia by means of a separate Financing Memorandum.
these funds will
Together with the part coming from Estonia’s State budget,
constitute Estonia’s national contribution, out of which it will make payments in
response to annual calls for funds from the Commission. The total contribution, once
paid by Estonia, will be transferred to item 6091 of the EU’s budget receipts.

6.

TYPE OF EXPENDITURE OR REVENUE

– 100% subsidy

– Subsidy for joint financing with other sources in the public and/or private sector

– No provision for all or part of the Community contribution to be reimbursed

– As far as revenue is concerned, provision for Estonia’s contribution to cover the
cost of its participation is made under item 6091. The revenue will be allocated to
the items for expenditure on the two programmes in question and, where
appropriate, to the relevant items of operating expenditure. The total revenue
expected is given under item 7.4.

13

7.

7.1

FINANCIAL IMPACT

Method of calculating total cost of operation (relation between individual and
total costs)

Based on the Europe Agreement with Estonia,
arrangements for the two programmes concerned are as follows:
contribution takes into account two elements:

the financial and budgetary
the Estonia’s

- the foreseeable operational costs, which have been calculated on the basis of the
programme budgets (the provisional yearly breakdown of the Leonardo da Vinci
budgetary envelope, and the draft preliminary budget for Socrates for 2000), the
country’s estimated take-up capacity, and previous experience of its participation in
the first phase of the Leonardo da Vinci and Socrates programmes,

- the foreseeable administrative costs, corresponding to the meetings and missions.
These estimated administrative costs amount yearly to 24 000
for Leonardo da
Vinci, and 50 000

for Socrates.

€

€

Estonia will use part of its national PHARE annual programme as a complement to
its state budget to finance its contribution to the operational costs.

7.2

Itemised breakdown of cost (in

€
)

2000

2001

2002

2003

2004

2005

2006

Total

of which
Estonia

of which
Phare

Leonardo da
Vinci

837 000

859 000 916 000 956 000 996 000 1 047 000 1 087 000 6 698 000 4 450 000 2 248 000

Socrates

659 000

659 000

354 000

305 000

TOTAL

1 496 000 859 000 916 000 956 000 996 000 1 047 000 1 087 000 7 357 000 4 804 000 2 553 000

7.3

Operational expenditure for studies, experts etc. included in Part B of the
budget

p.m.: up to a maximum in proportion to the appropriations of that kind in the
EUR 15 allocations for Leonardo da Vinci and Socrates, but within the limits
allowed by the part of the contribution which comes from the country's national
budget.

14

7.4

Schedule of commitment and payment appropriations

Amounts to be charged to item B7-030

2000

2001

2002

2003

2004

2005

2006

TOTAL

Comm. app.

642 000 359 000 416 000 356 000 296 000 247 000

237 000

2 553 000

Pay. app.

642 000 359 000 416 000 356 000 296 000 247 000

237 000

2 553 000

The foreseeable annual receipts are as follows:

Item 6091

operational
part

administrative
part

2000

2001

2002

2003

2004

2005

2006

TOTAL

1 422 000 835 000 892 000 932 000 972 000 1 023 000 1 063 000 7 139 000

74 000

24 000

24 000

24 000

24 000

24 000

24 000

218 000

TOTAL

1 496 000 859 000 916 000 956 000 996 000 1 047 000 1 087 000 7 357 000

8.

FRAUD PREVENTION MEASURES

All the Commission’s contracts, agreements and other legal commitments provide
for on-the-spot checks by the Commission and Court of Auditors. Among other
things, the beneficiaries of the operations are obliged to file reports and financial
statements. These are analysed from the point of view of their content and the
eligibility of the expenditure in line with the objective of Community financing.

The anti-fraud provisions of the basic budget headings apply to this heading too
when adapted to the case of the countries of Central Europe.

9.

9.1

ELEMENTS OF COST-EFFECTIVENESS ANALYSIS

Specific and quantified objectives; target population

The aim of opening up the Leonardo da Vinci II and Socrates II programmes to
Estonia is to bring about similar benefits as for Member States of the Community.
The essential aim of Community action on education and training is to enable all
European citizens to achieve their full potential and to display initiative and
creativity so that they can participate fully in society and in the building of Europe.
This objective is based on the gradual establishment of an open European area for
education and training.

15

In the field of education, the principal aim of the Socrates II programme is to
development of quality education by encouraging cooperation
contribute to the
between Member States. The specific aims of the programme are:

–

–

–

–

–

–

–

–

–

to develop the European dimension in education at all levels so as to strengthen
the spirit of European citizenship, drawing on the cultural heritage of each
Member State;

to promote a quantitative and qualitative improvement of the knowledge of the
languages of the European Union, and in particular those which are least
widely used and least taught, leading to greater understanding and solidarity
between the peoples of the European Union, and to promote the intercultural
dimension of education;

to promote wide-ranging and intensive cooperation between institutions at all
levels of education, enhancing their intellectual and teaching potential;

to encourage the mobility of teachers, so as to promote a European dimension
in studies and to contribute to the qualitative improvement of their skills;

to encourage mobility for students, enabling them to complete part of their
studies in another Member State, so as to contribute to the consolidation of the
European dimension in education;

to encourage contacts among pupils in the European Union, and to promote the
European dimension in their education;

to encourage the academic recognition of diplomas, periods of study and other
qualifications, with the aim of facilitating the development of an open
European area for education;

to encourage open and distance education in the context of the activities of this
programme;

to foster exchanges of information and experience so that the diversity and
specificity of the educational systems in the Member States become a source
of enrichment and of mutual stimulation.

In the field of vocational training, the principal aim of the Leonardo da Vinci
programme is to implement a vocational
training policy which supports and
supplements the action of the Member States. The main objectives of the programme
are to:

–

support the improvement of the vocational-training systems and arrangements
in the Member States by: improving the quality of initial vocational training
and the transition of young people to working life, improving the quality of the
training arrangements, supporting
Member States’ continuing vocational
vocational information and guidance, promoting equal opportunities for men
and women in vocational training, improving the quality of vocational training
arrangements for persons disadvantaged on the labour market, for example
owing to socio-economic, geographical or ethnic factors or by physical or
mental disabilities or a lack of qualifications or insufficient qualifications such
that they are at risk of social exclusion;

16

–

–

for

concerning undertakings

the improvement of vocational

training measures including
support
and workers:
university/industry cooperation,
innovation in vocational
training, with a view to taking into account
technological change and its impact on work and the necessary qualifications
the
and skills,
transfer of technological innovation in the context of cooperation between
undertakings and universities in the field of continuing vocational training, the
promotion of equal opportunities for men and women;

in continuing vocational

training for workers,

investment

support
dissemination of innovation in the field of vocational training.

the development of

language skills, knowledge and the

for

9.2

Grounds for the operation

– Need for Community financial aid

In view of the high cost of participation in the programmes and Estonia’s
precarious budgetary situation, assistance from PHARE is essential.

– Choice of ways and means

With a contribution from the national budget, supplemented by one from PHARE,
Estonia’s integration in the programmes concerned will allow its citizens to
cooperate with their counterparts in the current EU Member States. The
integration of Estonian nationals in Community networks will make a definite
contribution to preparing Estonia for future membership

– Main factors of uncertainty which could affect the specific results of the operation

Since projects will be selected according to qualitative criteria, it will only be
impact on the basis of Estonian firms’ and
possible to measure the real
launched by the
institutions’ capacity to respond to the calls for proposal
Commission under the two programmes.

9.3

Monitoring and evaluation of the operation

The monitoring and evaluation procedures included in the Leonardo da Vinci II and
Socrates II programmes (notably in respect of evaluation, as included in the decisions
establishing the two programmes) will also cover operations financed for Estonian
beneficiaries.

10.

ADMINISTRATIVE EXPENDITURE (SECTION III, PART A OF THE BUDGET)

Actual mobilisation of the necessary administrative resources will depend on the
Commission’s annual decision on the allocation of resources, taking into account the
number of staff and additional amounts authorised by the budgetary authority.

17

10.1

Effect on the number of posts

Type of post

Staff to be assigned to managing
the operation

Source

Duration

Permanent
posts

Temporary
posts

A
B
C

Officials or
temporary staff

Other resources

Total

1
1

2

Additional
resources

2000-2006

Existing
resources in
the DG or
department
concerned

1
1

2

10.2

Overall financial impact of the human resources

Amounts

Method of calculation (total cost for the period 2000-2006)

EUR

Officials (*)

1 512 000

2 men x 7 years x 108 000

Temporary staff

Other resources

Total

1 512 000

(*) By using existing resources required to manage the operation (Calculation based on titles
A1, A2, A4, A5 and A7)

18

10.3

Increase in other administrative expenditure as a result of the operation

EUR

Budget heading

Amounts

Method of calculation (yearly cost of the action)

A 7010 -missions

13 000

1100 EURO x 12 yearly missions

A 7031 -committees

26 000

Travel allowance and subsistence allowance for 27 participants in
two-days meetings*

A 7030 - other meetings

28 000

Travel allowance and subsistence allowance for 29 participants in
two-days meetings*

Total

7000

74 000

Travel allowance and subsistence allowance for Estonian experts
participating in 4 meetings of 7 days in average

* 2 representatives in 12 committee and subcommittee meetings (8 for Socrates, and 4 for
Leonardo da Vinci), and 1 representative in 3 Socrates subcommittee meetings

2 representatives in 5 Leonardo da Vinci meetings, and 1 participant in 19 Socrates

meetings

The above expenditure will be met from the receipts (article 4 par.2, third indent of the
financial regulation) received from Estonia (see point 5.3 and 7.4 of the financial statement).

19

*
*
*