European training foundation: annual report 2000
Date: 2002-01-08
Institutions: European Commission
Subjects: Central and Eastern Europe, EU programme, European Training Foundation, activity report, higher education, vocational training

COMMISSION OF THE EUROPEAN COMMUNITIES

Brussels, 8.1.2002
COM(2001) 810 final

EUROPEAN TRAINING FOUNDATION:

ANNUAL REPORT

2000

(presented by the Commission)

TABLE OF CONTENTS

1.

1.1.

1.2.

1.3.

1.4.

2.

2.1.

2.2.

2.3.

2.4.

2.5.

3.

4.

4.1.

4.2.

4.3.

4.4.

5.

General..................................................................................................................... 3

Aims and objectives ................................................................................................. 3

Organisational structure............................................................................................ 3

Advisory Forum ....................................................................................................... 4

The Foundation’s Evaluation Programme ................................................................. 4

The Foundation’s activities in 2000 .......................................................................... 5

The Candidate Countries of Central and Eastern Europe........................................... 5

South-Eastern Europe............................................................................................... 8

New Independent States and Mongolia ................................................................... 10

The Mediterranean countries and territories ............................................................ 13

Tempus .................................................................................................................. 15

Co-operation with other EU agencies...................................................................... 19

Financial report ...................................................................................................... 19

Funding sources ..................................................................................................... 19

2000 Budget execution ........................................................................................... 19

Review of the European Training Foundation’s financial and management systems 21

Common support service ........................................................................................ 22

Personnel................................................................................................................ 23

5.1.

Staffing and organisation chart ............................................................................... 23

6.

The Governing Board ............................................................................................. 24

Annex 1 – The Foundation’s activities in 2000..................................................................... 27

Annex 2 - Table indicating budgetary & non-budgetary resources........................................ 37

Annex 3 - Conventions table ................................................................................................ 38

Annex 4 - Tempus technical assistance conventions table..................................................... 39

Annex 5 - Organigramme..................................................................................................... 40

Annex 6 – The Foundation’s Governing Board - List of members ........................................ 42

Annex 7 - Events Organised by the Foundation during 2000 ................................................ 46

Annex 8 - Publications list ................................................................................................... 49

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1.

GENERAL

1.1.

Aims and objectives

The European Training Foundation is an agency of the European Union established to
promote the development of high quality, responsive vocational training systems in the
countries and territories of Central and Eastern Europe, the New Independent States and
Mongolia, and the Mediterranean area (“the partner countries”).

As a centre of expertise in the field of human resource development the Foundation:

• provides analysis and advice on current

initiatives and future needs in the partner

countries;

• facilitates contacts between key actors in the field;

• disseminates information on good practice in the European Union and Member States; and

• channels offers of co-operation from donors

In addition, the Foundation manages a number of Phare and Tacis programmes on behalf of
the European Commission (“the Commission”), and provides technical assistance to the
Commission for the implementation of the Tempus programme.

In the first half of 2000 the Governing Board of the Foundation (see below) initiated strategic
reflection on the future development of the Foundation. The outcome was a Governing Board
decision to further develop the Foundation as a centre of expertise and to phase out its
involvement in programme management, starting with the Phare programmes that will draw
to a close by the end of 2001. At the same time the Foundation will become fully involved in
the programming cycle of the European Union’s external relations programmes (Phare, Tacis,
MEDA and CARDS).

1.2.

Organisational structure

The Foundation has a geographical approach to the needs of its partner countries, which is
reflected by its four geographical departments. These cover the Candidate Countries, the
Western Balkans, the New Independent States and Mongolia and the Mediterranean region. In
the field of management training the activities are co-ordinated by the management training
unit, a thematic unit
that works in co-operation with the geographical departments.
Specialised units provide technical and administrative support to the organisation as a whole.

The Foundation has a Governing Board chaired by the Commission, and made up of
representatives from the Member States and the Commission. The Governing Board meets to
discuss and approve the Foundation’s annual work programme and budget, and is also
consulted on proposals of major significance to the management of the Foundation.

An Advisory Forum, consisting of training experts from the Member States, the partner
countries, the Commission, international organisations and social partners, supports the work
of Governing Board. It advises the Governing Board on the annual work programme as well
as meeting in sub-groups periodically to discuss questions related to the reform of vocational
education and training systems.

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The Director of the Foundation reports to the Governing Board and chairs the Advisory
Forum. He is supported by some 120 members of staff, who together implement the work
programme with an annual budget of EUR 16.2 million (2000 figures).

In parallel with the strategic discussions held with the Governing Board and the Commission,
the Foundation reviewed its internal staffing, organisation, and procedures to ensure that they
corresponded to the new strategic guidelines. As a complement to the review of the technical
and administrative support services launched in late 1999, which aimed at ensuring that
the
existing support services were geared to the needs of the operational departments,
Foundation commissioned studies on its internal financial & management systems. The
results were subsequently incorporated into a set of recommendations, which were put into
action in September 2000.

In addition the Foundation began work on setting new staffing targets for 2001 to 2004, which
were adopted by the Governing Board in autumn 2000. At the same time, in agreement with
the Commission, the Foundation launched a review of the organisation of the technical
assistance it provides to the Commission for the implementation of the Tempus programme.

1.3.

Advisory Forum

The annual meeting of the Advisory Forum took place on 15-17 June 2000 and was attended
by over 80 members. The main objective was for members to contribute to the early planning
stages of the 2001 Work Programme with advice and guidance on the Foundation’s activities
in each of the four regions. To this end four regional sub-groups were organised. In addition
six workshops, led by Foundation staff members, focused on the following issues:

• Continuing vocational training and its role in transition contexts;

• Management training;

• Increasing employability by integrating entrepreneurship in education and training;

• The need for financial reform of the vocational training systems in the partner countries;

• The labour market and vocational training; and

• Regional vocational training strategies in a national context

Workshop reports can be downloaded from the Foundation’s homepage at www.etf.eu.int.

1.4.

The Foundation’s Evaluation Programme

An Evaluation Steering Committee was set up in early February 2000 to advise the
Foundation on its annual evaluation programme. The committee met for the first time in
March and agreed the role and tasks of the Committee, and on the projects to be covered in
the evaluation programme of the Foundation for 2000:

1.4.1.

Evaluation of the Foundation’s Multi-Annual Project “Training Needs Analysis and
Standards of Qualifications in Vocational Education and Training”

The report was commissioned in late 1999 and delivered in June 2000. The objective was to
take a critical look at the results achieved so far by the various activities implemented by the
Foundation in the field of qualifications and standards over the last five years. The report will

4

be presented to the next meeting of the Evaluation Steering Committee and will also provide
the basis for a discussion with experts and Foundation staff to be held in early 2001

1.4.2.

Review of five years of activity of the Foundation’s Advisory Forum

The objective of this evaluation was to assess the outputs, outcomes and impact, but also the
processes and implementation mechanisms of the Foundation’s Advisory Forum. The draft
report was discussed in the plenary session of the Advisory Forum in June and additional
written feedback requested. The Russian version of the report was prepared and sent out in
late July. The comments and feedback received are currently being incorporated and a final
draft should be available in early 2001.

1.4.3.

Evaluation of the Foundation’s Phare National Observatories

The evaluation of Phare National Observatories is particularly important in the light of the
increased attention on the role of the Foundation in information collection and analysis in the
2001 Work Programme. Launched in October and building on the results of a mid-term
assessment in 1997, this study, assessed the achievements of the Phare National Observatories
since 1997, and proposed further measures to strengthen them in the future. Results from this
evaluation will be available for the first Governing Board meeting in 2001. An evaluation of
Tacis National Observatories will follow in 2001.

1.4.4.

Review of EU Phare vocational education and training reform programmes carried
out between 1990 and 1998

Based on its experience over the last six years, the Foundation, the Commission’s Service
Commun Relex (“SCR”) and DG Employment agreed to carry out a final technical evaluation
of the VET reform programmes managed by the Foundation. Prior to this, the Foundation also
commissioned technical evaluations of each completed national Phare Programme, the results
of this work feeding into the final cross-country analysis. The purpose of this final evaluation
was to analyse progress made by Phare partner countries in reforming VET systems as a
result of the implementation of Phare Programmes. A draft report has now been prepared for
discussion in-house, and once completed will be presented to the Phare Committee in
Brussels.

2.

THE FOUNDATION’S ACTIVITIES IN 2000

2.1.

The Candidate Countries of Central and Eastern Europe

Full details of the Foundation’s activities in the Candidate Countries are given in the table on
page 37. Some highlights of the work programme 2000 are detailed below.

2.1.1.

Support to the Commission

During 2000, the Foundation continued to assist the Commission in implementing its pre-
accession strategy within the Candidate Countries. In particular, the Foundation:

• continued to implement on behalf of the Commission, and in some cases brought to a
close, Phare reform programmes in the areas of vocational education and training,
management training, in-company human resources development and higher education in a
number of Candidate Countries (Bulgaria, Estonia, Lithuania and Romania), as well as

5

multi-country programmes in distance education and higher education in all of the Phare
partner countries;

• successfully organised a series of local, regional, and national seminars (55 in total) on the
European Social Fund in the Phare Candidate Countries, as part of the Phare Special
Preparatory Programme for the European Social Fund. The programme culminated in a
final conference in Brussels in October with high-level representation and support from the
Commission’s DG Employment and Social Affairs, as well as DG Enlargement. Within the
Special Preparatory Programme, the Foundation also actively supported the development
of the National Training Institutes network, designed to help the Candidate Countries in
their preparations for the European Social Fund, through the provision of targeted training
and information. Among these was a final seminar aimed at addressing the issue of
sustainability of the National Training Institutes;

• provided expert advice to the Commission and the EC Delegations in the design of Phare
in
programmes in the area of human resources development as well as taking part
programming missions at the request of the Commission;

• supported specific ministries in the Candidate Countries on request with expert advice on

vocational education and training issues;

• updated the Foundation’s Review of Progress in Vocational Education and Training
to the Commission’s annual progress report on the Candidate

Reform as an input
Countries’ readiness for accession;

• designed and launched a project starting in the Czech Republic, Hungary, Poland and
Slovenia involving the production of country monographs on the vocational education and
training systems and the employment services in the Candidate Countries. The monograph
project, which was initiated at the request of the Commission’s DG Employment and
Social Affairs, is intended to contribute to the monitoring of the Joint Assessment Papers
on employment policies agreed between the Commission and the Candidate Countries.

2.1.2.

Foundation-funded activities

The Foundation also designed and financed a number of pilot projects aimed at
complementing or following-up Phare activities in certain Candidate Countries, particularly in
the field of European Social Fund preparations. These included support to:

• Lithuania for setting up a regional training centre;

• Eight Polish regions through a study visit programme to Germany and seminars;

• Romania for the continuation of the Constanta project in continuing training with donor

support from France, Italy and the Flemish Belgian Community;

• Lithuania and Latvia for teacher and trainer training with donor support from Finland and

Denmark;

• Bulgaria, Poland, Slovakia and Slovenia through the organisation of seminars on social

partner involvement in vocational education and training.

6

In 2000 the Foundation paid special attention to the problem of social exclusion, with
particular emphasis on the Roma population in the Central European Candidate Countries,
and devised the following activities:

• a special conference with the support of the Portuguese authorities in Lisbon on this theme
and the contribution of the European Social Fund, in particular, to combating social
exclusion;

• a stocktaking exercise on good practice aimed at promoting social inclusion for the Roma

population in the Candidate Countries;

• a seminar on the subject of the role of training in combating social exclusion of the Roma
population held in Sinaia (Romania) in October 2000 with the support of the Soros
Foundation.

2.1.3. Management Training

• Maintaining its presence in the field of management training, during the year 2000 the

Foundation:

• launched a regional company skills survey designed to provide information on the skills
needs of employers and to feed in to the process of developing human resource strategies.
The project contributes to Candidate Countries’ preparations for accession and eventual
access to the EU structural funds, and in particular the European Social Fund

• Completed a joint employer’s initiative project in Bulgaria together with the German
organisation OWZ, targeting intermediaries acting for small and medium sized enterprises.
A selected number of trainers drawn from these intermediaries participated in a training
programme that took place partly in Bulgaria and partly in Germany.

• assisted the Bulgarian Government with the implementation of a management training
project by providing the technical expertise for the organisation, steering and monitoring of
the project.

2.1.4. National Observatories

The Foundation continued to guide and support its National Observatories in strengthening
their analytical capacities, promoting networking and monitoring their day-to-day work.
Specific initiatives include:

• a project funded by the Foundation and organised with the support of an Objective 1 region
in the UK. The objective was to enable National Observatories to understand the
information in the context of future
importance of gathering regional labour market
regional European Social Fund programming, monitoring and evaluation. The project also
aimed at developing analytical skills;

• meetings in Turin providing tailor-made training and a forum for the exchange of

experiences;

• monitoring activities, giving feedback on reports and undertaking regular visits to the

partner country.

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2.2.

South-Eastern Europe

Full details of the Foundation’s activities in the South Eastern Europe are given in the table on
page 39. Some highlights of the work programme 2000 are detailed below.

2.2.1.

Support to the Commission

• Implementation of the 1997 Phare vocational education and training programme for Bosnia
and Herzegovina was brought to a successful completion with the final conference in
Sarajevo at which a Green Paper on strategy and policy for reform of Vocational Education
and Training in Bosnia and Herzegovina was presented. The EC Delegation in Sarajevo
also entrusted the Foundation with a bridging programme (EUR 450,000), which started in
May and will lead to the conversion of the Green Paper into a White Paper, as well as the
implementation of the curricula developed under the 1997 programme.

• In October the Foundation also concluded implementation phase of the Phare vocational

education and training programme in the Former Yugoslav Republic of Macedonia.

• Following the assignment of a member of the Foundation's staff to the Commission Task
Force for the Reconstruction of Kosovo, a paper was submitted to the Commission in
February 2000 identifying immediate post-war education and vocational
training
constraints, with proposals and recommendations for follow-up. Specific recommendations
were put forward for SME skills development and management training for the utilities
following two workshops in Pristina involving key stakeholders in the Kosovar business
environment. Finally,
the
Foundation supported a primary labour market data assembly measures with the launch of
a labour market and training observatory.

in cooperation with the UNMIK Joint Administration,

2.2.2.

Foundation-funded activities

Implementation of activities in the work programme 2000 proceeded largely according to
plan. Details of all of the activities are contained in the table on page 37 and covered the
following main areas:

2.2.2.1. Vocational education and training against social exclusion

In the field of vocational education and training against social exclusion the Foundation:

• finalised studies for Albania, Bosnia and Herzegovina and FYROM as well as for all Phare
Candidate Countries. The preliminary outcomes were presented at a meeting in May 2000.

• held a regional seminar on youth unemployment in South Eastern Europe on 19-20 June in
Bulgaria and has led to a report on policy priorities for actions in this field. The conference
also led to the identification of two micro projects to test innovative means to combat
youth unemployment, which were launched in Croatia and Montenegro.

• launched a study on “examples of good practice for the integration of Roma peoples in
education and the labour market
through education and training” and presented the
findings in a seminar in Romania in October. The study covers all of the Candidate
Countries (see page 37) including Turkey as well as Albania

8

2.2.2.2. Integration of Work and Learning

In the field of the Integration of Work and Learning the Foundation:

• organised in May a regional workshop for the Integration of Work and Learning project in
Dubrovnik, Croatia. The workshop was combined with a meeting of National
Observatories from the region. A plan for the publication and international dissemination
of the project results was agreed.

• began to prepare national round tables on the Integration of Work and Learning in the

countries in the region.

2.2.2.3. Continuing vocational training

• In addition, South Eastern European countries were represented at a conference on
together with the Candidate

continuing training organised in Karlskrona, Sweden,
Countries.

2.2.3. Management Training

• Work progressed on the design of a Management Training Project for SMEs in Albania.

The project should be launched in early 2001.

• The Foundation launched an assessment of the current status of training provision for
managers in South Eastern Europe. The assessment will focus on Croatia, Montenegro,
Serbia and Bosnia-Herzegovina.

2.2.4. National Observatories

• In order to extend and strengthen the network of national Observatories in the region, the

Foundation opened new Observatories in Croatia, Montenegro, and Kosovo.

2.2.5. Key role for the Foundation in Stability Pact

• The Foundation played a co-ordination role under the Stability Pact in the field of human
resource development (HRD). As HRD is considered a cross-cutting issue, the Foundation
set up a working group consisting of representatives from partner and donor countries to
contribute to both democracy/human rights (Table 1, in co-operation with the Austrian
Government led Enhanced Graz process) and economic reconstruction (Table 2).

• The work of the HRD Working Group included defining policy frameworks and
developing project proposals, particularly in the field of SME support and social inclusion
(see below).

• The work of the HRD Group contributed to the launch of priority projects in South Eastern

Europe (the so-called “Stability Pact Quick Start Measures”).

• The Foundation has also contributed to a review of the education sector co-ordinated by
the OECD and funded under the Stability Pact. The review will lead to reports on VET and
employment in all South Eastern European countries.

9

2.2.6.

Advisory Forum Regional Group

The group met twice in 2000. The first meeting was held in Athens on 17-18 February 2000
to:

• identify challenges and priorities

for vocational education and training in the

reconstruction process in South Eastern Europe

• provide insight on the possible role of the Foundation in dealing with issues of human
resource development within the reconstruction process, and to identify relevant activities
for its Work Programme 2000 (in particular for its projects on vocational education and
training against social exclusion and SME development)

• advise on the possible role of the National Observatories in the economic reconstruction

process.

The second meeting of the regional group was held in the context of the annual Advisory
Forum meeting in Turin in June. The group reviewed the work of the Foundation in the
region, and provided guidelines for the Foundation’s strategy in South Eastern Europe 2001-
2003.

2.3.

New Independent States and Mongolia

Full details of the Foundation’s activities in the New Independent States and Mongolia are
given in the table on page 40. Some highlights of the work programme 2000 are detailed
below.

2.3.1.

Support to the Commission

• Within the context of the overall priorities identified for Tacis support in the new Council
Regulation for
the Foundation
the New Independent States (NIS) and Mongolia,
contributed to the preparation of the Indicative Programmes 2000-2003 by providing the
Commission with written assessments on the priorities and needs in vocational training in
each of
the countries. The Foundation also provided contributions to the Action
Programmes 2000-2001 of Kazakhstan, Kyrgyzstan, Moldova, the Russian Federation,
Ukraine and Uzbekistan.

• The Foundation also lent its expertise to the Commission in preparing the launch of a
in the case of the Tacis Training Fund for
number of Tacis projects. For example,
the Foundation supported the
unemployed and disadvantaged groups in Kyrgyzstan,
the Tacis Co-ordinating Unit and the Commission by preparing tender
beneficiary,
documents and providing support
to the Commission in content monitoring. The
Foundation also supported the Service Commun RELEX in monitoring the Managers’
Training Programme (MTP) by making contributions to the inception and progress reports,
to the content and methodology of the training and to the project proposal for the MTP
Support Fund.

2.3.2.

Support in the implementation of Tacis programmes

• The Foundation continued to manage a number of Tacis programmes on behalf of the
Commission. The Tacis project “Reform of the Moldovan System of Vocational Education

10

and Training” was successfully completed in February, and negotiations are underway to
agree on a follow up project.

• The Foundation began work on the Tacis Project assisting VET reform in Uzbekistan,
starting with the development of curricula for six occupational profiles in three pilot
professional colleges. With a view to improving co-ordination among different actors in
the region, the Foundation was at pains to tie the project in with the Foundation Standards
2000 project, the GTZ project and the Asian Development Bank project.

• The Foundation continued to manage the Tacis DELPHI project. Particular emphasis was
placed on the development of activities in the five Russian regions with progress being
made in bringing education closer to its demand, and the development of the concept of
social dialogue.

• The Foundation participated in the evaluation of the project “Capacity Building in
Management Training in Belarus” within the Civil Society Development Programme. The
project is managed by the Foundation.

2.3.3.

Foundation-funded activities

• The Foundation made progress in the second phase of the parallel-funded pilot project on
“Vocational Education and Training Reform in North West Russia”, with further
development of new curricula and teacher training at school/sector level. There was also a
strong focus on training regional education and labour administrators in developing
regional vocational training policy. The results of a mid-term assessment were discussed
with all key actors, including France welcomed as a new partner in the project. Close links
have been established between the regions participating in the pilot project, and the regions
involved in the preparation of a new World Bank education project. The Foundation and
the World Bank have agreed on a work plan for co-operation during the preparatory and
the implementation phases.

• A similar project on vocational education and training reform started in September in the
Ukraine with the participation of Italy, France and the International Labour Organisation.
The project concentrates on the sectors of agriculture and transport in three Ukrainian
regions. The first labour market assessments have been made.

• Workshops on donor co-operation in education and training in Georgia, Uzbekistan and
Kyrgyzstan led to agreement on recommendations for future donor interventions and
mechanisms to improve co-ordination. The Russian Ministry of Education took the
initiative to organise a donor meeting in Moscow. Both donors and beneficiaries confirmed
the role of the National Observatories as focal points for donor co-ordination.

• The Foundation organised and funded an international workshop in Almaty, Kazakhstan on
‘Increasing employability by integrating entrepreneurship in education and training’ with
participants from the EU, Central and Eastern Europe and the NIS. A new project has been
developed and will be implemented in Northwest Russia and the Ukraine.

• The Standards 2000 project continued to help countries improve methodologies for
developing consistent vocational training standards for all sectors. In each participating
country, pilot standards were elaborated and then discussed and analysed in two Standards
conferences in Tashkent and Minsk. A common approach was agreed and published in
Volume IV of the Standards publications.

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• The Training for Enterprise Development in Kyrgyzstan project resulted in a unique source
of information on enterprise development (the Kyrgyz Enterprise Study). Some 200
enterprises in all sectors and regions of the country were interviewed. A practical Human
Resource Development Guide that will help enterprises to plan the development of their
staff is under preparation. A training package designed to address HRD needs was also
developed and tested. The project was extended to Kazakhstan and Uzbekistan. The
Foundation now also plans joint action with the International Labour Organisation.

2.3.4. Management Training

As indicated above, the Foundation provided support to the Commission in implementing the
Managers’ Training Programme. In addition the Foundation finalised a 1999 project aimed at
training in
improving and diversifying teaching and learning materials for management
Novossibirsk, the Russian Federation. The results have been disseminated throughout the
region. The Foundation also continued to encourage the development of management training
networks in Russia and Central Asia through its support to the Russian Association of
Business Education (RABE) and the Central Asian Management Development Foundation
(CAMAN). In 2000 a new project was launched in the Ukraine, Kazakhstan and Kyrgyzstan
to strengthen partnerships between management training institutes and companies.

2.3.5. National Observatories

• The National Observatories in the region prepared new stocktaking reports based on an

agreed revised table of contents. The reports will include key indicators for 1998-99.

• The Foundation finalised the publication of its first New Independent States Key Indicators
report (1995-97). With the contribution of the National Observatories it also published the
report on “Transnational analysis of vocational education and training in the New
Independent States and Mongolia”.

• The Phare and Tacis National Observatory networks forged closer links when the two
groups came together in Turin for the annual meetings of the National Observatories in
March. In November the Tacis National Observatory network also met separately in
Chisinau.

• The Commission and the Foundation signed a Convention to provide Tacis financial
support amounting to EUR 350,000 to the National Observatories for 2000 and 2001.
Contracting activity was expected to begin in early 2001.

• Alongside their routine tasks, many National Observatories were involved in country-
projects under the Staff Development Programme IV, Standards and Entrepreneurship in
Education and Training project. These projects have helped to increase the visibility and
strengthen the role of the National Observatories in their own countries.

2.3.6.

Advisory Forum regional group

• At the annual meeting of the Advisory Forum, members of the regional group for New
Independent States and Mongolia showed strong interest in contributing to the work of the
Foundation, particularly the analytical reports. There was also strong support for greater
local experts and the National
collaboration between Advisory Forum members,
Observatories in order to improve the flow of information, and to strengthen the network-
function of the National Observatories in the regio

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2.4.

The Mediterranean countries and territories

Full details of the Foundation’s activities in the Mediterranean region are given in the table on
page 36. Some highlights of the work programme 2000 are detailed below.

2.4.1.

Increasing Foundation involvement in the Mediterranean region:

Following the initial
the Foundation consolidated its
knowledge of the Mediterranean region and expanded the scope of its activities. During the
first months of 2000 key activities that had been started in 1999 were completed:

induction period begun in 1999,

• Following comments from the Commission, the Foundation concluded ‘Overviews of
Vocational Education and Training’ on Algeria, Lebanon, Malta, Cyprus, Jordan and
Turkey1, and disseminated the results to relevant stakeholders.

• In February in Damascus the Foundation organised a seminar aimed at assisting policy
makers in the design of apprenticeship schemes adapted to the socio-economic realities in
Syria. This successful event encouraged Syrian authorities to further develop pilot
apprenticeship schemes based on effective partnership with the private and public
industrial sectors.

2.4.2.

Support to the Commission

During the first half of the year the Head of the Foundation’s Mediterranean Department was
seconded to the Commission in Brussels with a view to increasing the Foundation’s
understanding of the Commission’s needs and operational constraints, so as to better define
how the Foundation might support the Commission in implementing EU policies in the
region. The secondment allowed the Foundation to agree with the Commission a set of
proposals defining a number of challenging services to be delivered by the Foundation in
2001 and beyond.

Within the limit of its resources, the Foundation also tried to respond to demands emerging
from the region. By way of example,
it replied to a request for expert support to the
Presidential Commission for Education Reform in Algeria, which was responsible for
proposing reforms for the education and training system as a whole. The Foundation also
responded to Commission requests for expertise in identifying and formulating projects for
vocational training policy in Algeria, as well as for technical advice in setting up the Euro-
Med Observatory on employment and training for the Mediterranean region. Further to
the
another Commission request,
development of sectoral adjustment programmes for vocational training.

the Foundation also produced draft guidelines for

2.4.3.

Foundation-funded activities

• A joint conference co-funded by the World Bank and other local sponsors (Municipality
and Province of Torino, Regione Piemonte, Italian Ministry of Education) on the
development of secondary education and training in the Middle East and North Africa took
place from 7-10 May in Turin. Around 100 delegates, including Ministers and senior
officials from 21 countries from the Middle East and North Africa region, the European
Union and international organisations took part. The conference examined trends in fields

1

Although Malta, Cyprus and Turkey are candidate countries, preliminary activities in 2000 were
included in the work programme for the Mediterranean Area.

13

such as quality and relevance assessment and control, standards, curriculum development,
financing and teacher training.

• The Foundation, together with the Algerian Ministry of Vocational Training and the Fond
National de Développement de l’Apprentissage et de la Formation Continue (FNAC), held
a regional workshop on financing mechanisms for apprenticeship and continuing training
from 25-27 September 2000 in Algeria. Around 200 people attended, including relevant
Ministry representatives from Tunisia, Morocco and Libya, stakeholders from the public
and private sectors in Algeria and the European Union, and international donors.

• Plans for a seminar on innovative practices in vocational education and training standards
for the Mashreq region in Egypt were unveiled in November. However, due to the political
situation in the Middle East, the seminar had to be postponed until April 2001. The
Foundation had already undertaken research work on existing practises in the development
of vocational training standards in each of the six countries initially involved in the
exercise, and a case study on Egypt was to be presented during the seminar. Preparations
went ahead the new date.

• Further to the Foundation’s seminar on apprenticeship schemes in Damascus held in
the Syrian Ministry of Education requested Foundation expertise in
February 2000,
launching a pilot project on apprenticeship schemes, due to be implemented in 2001. The
Foundation undertook preparatory work during 2000.

2.4.4. Management Training

• In the field of management training, work proceeded on a study on Management and
Entrepreneurship Training for SME growth in the Mediterranean context, focusing on
Egypt, Jordan and Lebanon. The conclusions of the study will be summarised for further
dissemination in a report to be finalised in early 2001 that outlines opportunities for
improving management and entrepreneurship training in order to stimulate the growth of
SMEs.

2.4.5.

Advisory Forum regional group

• The Advisory Forum group for the Mediterranean region met

in June in Turin. The
discussion focused on Foundation activities in 1999 and the lessons learnt; the state of play
of 2000 activities; and the Foundation’s Work Programme for 2001.

14

2.5.

Tempus

The Foundation continued to provide technical assistance to the Commission for the
implementation of the Tempus Programme, which began in 1990. The programme entered its
third phase, known as Tempus III, for the period 2000 – 2006. The New Independent States,
Mongolia, Albania, Bosnia and Herzegovina, Croatia and the former Yugoslav Republic of
Macedonia are currently eligible to participate.

The new phase involves a “top-down” and “bottom-up” approach through ensuring that all
projects clearly correspond to national priorities and involve a range of actors including
policy makers, the academic community and civil society at large.

Expertise from the Candidate Countries of Central and Eastern Europe is strongly encouraged
in order to harness and promote the exchange of know-how and experience to the Tacis
countries and Albania, Bosnia and Herzegovina, Croatia and the former Yugoslav Republic of
Macedonia. New co-operation activities have been introduced such as Networking projects
which aim to disseminate quality Tempus project outputs from on-going and completed
projects to a larger audience on a national and regional basis. With regard to Albania, Bosnia
and Herzegovina, Croatia and the former Yugoslav Republic of Macedonia, in particular,
there is a strong emphasis on regional co-operation.

2.5.1.1. Selection - Tempus Phare

Type of project

Applications received

Joint European Projects & Networking Projects

(deadline 1 March 2000 and 31 March only for
Croatia)

Individual Mobility Grants

(deadline 3 April 2000)

Total

100

65

of which 59 to EU

165

2.5.1.2. Joint European Projects and Networking Projects

In response to the Tempus III call for Albania, Bosnia and Herzegovina, Croatia and the
Former Yugoslav Republic of Macedonia, a total of 100 applications were received,
registered, copied and despatched to National Tempus Offices and the Commission. The
eligibility assessment of applications began on 20 March 2000 and was finalised at the end of
April. Selection meetings, under the chairmanship of the Commission, were held in the
partner countries enabling experts from the EU and from South Eastern Europe to work
together on-site. In the case of Croatia, the selection meeting was exceptionally held in Turin.
During the second half of 2000, the technical assessment of projects that were likely to be
funded was carried out. Subsequently, a number of recommendations were prepared for each
of these projects.

2.5.1.3. Individual Mobility Grants

A total of 65 applications were processed covering mobility both to and from Albania, Bosnia
and Herzegovina, Croatia and the former Yugoslav Republic of Macedonia.

15

2.5.1.4. Selection - Tempus Tacis

Type of project

Applications received

Joint European Projects and Networking Projects

(deadline 1 March 2000)

Individual Mobility Grants

(deadline 3 April 2000)

Total

263

91

of which 75 to EU

354

2.5.1.5. Joint European Projects and Networking Projects

In response to the Tempus III call for Armenia, Azerbaijan, Belarus, Georgia, Mongolia, the
Russian Federation, Tajikistan, Ukraine and Uzbekistan, a total of 263 Joint European Project
and Networking Project applications were received. The eligibility assessment of applications
began on 20 March 2000 and was finalised by the end of April. Selection meetings, under the
chairmanship of the Commission, were held in Tbilisi, Kiev and Torino. During the second
half of 2000, the technical assessment of projects that were likely to be funded was carried
out. Subsequently, a number of recommendations were prepared for each of these projects.

2.5.1.6. Individual Mobility Grants

A total of 91 applications were processed covering mobility both to and from Tacis partner
countries.

2.5.1.7. Project Monitoring

The monitoring activities both in Tempus Phare and Tempus Tacis covered the usual main
areas i.e. contract management, desk and field monitoring of over 550 running projects.

The National Tempus Office representatives’ meeting took place in Turin on 20-21 January.
The second day was devoted to the field monitoring of the Tempus Phare projects. At the
request of the Commission, the Guide for Tempus Monitoring visits 1999/2000 was prepared
and a full day of training provided to the partner country participants.

During the first half of the year, the National Tempus Offices and the Tempus Country Desks
made 135 field-monitoring visits to Tempus Phare projects. In Tempus Tacis, the Tacis
External Monitoring and Evaluation teams continued to carry out field monitoring visits to
Tacis Joint European Projects.

The financial assessment of the Annual and Final reports of Tempus Phare and Tacis Joint
European Projects for the contractual year 1998/99 began in February 2000. During the year
2000, a total of 822 Phare reports and 137 Tacis reports were due to be assessed.

At the same time, previous project reporting years continued to be finalised, for both Joint
European Projects and other Tempus co-operation activities, such as Complementary and
Compact Measures projects, Joint European Networks and Individual Mobility Grants.
During the months of May and June, the pending Phare Joint European Project reports for the
contractual years 1993/94, 1994/95 and 1995/96 were finalised and these contractual years of
the Joint European Projects have been closed.

16

Follow-up of audit reports arising from the1999 audit campaign of 115 projects proceeded in
agreement with the Commission. At the same time, a new audit campaign was launched for
88 Phare projects and 35 Tacis projects. The first draft reports were received in May.

Two extra staff members joined the financial monitoring team in April.

2.5.1.8. Tempus Publications, Information and Events

A range of Tempus publications were produced in the first half of this year as indicated in the
table below and others are still underway. These included:

• Tempus at Work information sheets.

• New Tempus at Work sheets were produced on the Tempus programme in general (3
introductory sheets), for the Tempus Tacis countries (all countries except Tajikistan), for
Albania, Bosnia and Herzegovina and former Yugoslav Republic of Macedonia, and for
the EU countries.

• The biennial Guide For Applicants was produced in 1999 and in 2000 an Addendum was
produced in all EU languages and Russian providing further details on co-operation with
Tajikistan, Belarus and Croatia.

With regard to events, the Foundation assisted the Commission in the organisation of the
Tempus Tacis Project Representatives Meeting held in Brussels on 23-24 March 2000. The
meeting brought together over 140 project representatives from newly selected projects in the
NIS and Mongolia.

The Tempus Department liased with the Romanian National Tempus Office in order to
the meeting of the 4th
identify and despatch publications and relevant materials for
Conference for Education Ministers held in Bucharest on 18-20 June. In addition ample
Tempus materials were made available at the Regional Tempus Seminar held in Sarajevo on
15-16 June.

Preparations for the development of a Tempus Project Information System began in 2000 for
development in 2001. The proposed system will take the form of an Internet deployable
database and will encourage greater dissemination of Tempus outputs together with increased
possibilities for networking and on-line discussion fora.

The Tempus Department of the Foundation provided full logistical support for the Regional
Seminar on “Institution Building for Civic Society Development” which took place in Skopje,
(FYROM) on 24 to 25 November 2000. Two members of the Tempus Department attended
the meeting and acted as chair for one of the parallel workshops on Banking and Finance. A
presentation on “How to design a Tempus Institution Building Project“ was given in the
plenary session.

17

2.5.1.9. Publications linked to the Tempus Programme in 2000

Title

Languages

Media

EN

Paper and WWW

Tempus at Work (TACIS)
(Armenia, Azerbaijan, Belarus,
Georgia, Kazakhstan, Kyrgystan,
Moldova, Mongolia, the Russian
Federation, Turkmenistan, the Ukraine,
Uzbekistan).

Tempus at Work
(Albania, Bosnia-Herzegovina, Former
Yugoslav Republic of Macedonia)

Tempus CARDS Project Lists 1999

Tempus Tacis Project Lists 1999

EN

EN

EN

Paper and WWW

WWW

WWW

WWW

Addendum to Guide for Applicants
2000-01& 2001-02

All EU languages
and RU

Kiev Proceedings

EN FR DE RU

Paper and WWW

Reference Manual for Tempus Tacis
Project Practitioners – selection 1999

Tempus Annual Report 1999

EN

EN

WWW

18

3.

CO-OPERATION WITH OTHER EU AGENCIES

The Foundation continued to work with other EU agencies on issues of common interest. The
agency heads had their annual meeting with the Secretary General of the Commission in
Brussels in February when the agencies were able to raise issues such as enlargement, activity
based budgeting and recasting the financial regulation, particularly as a result of the Kinnock
reforms at the Commission. Moreover, all agency heads came together in Brussels in June for
a meeting with the European Parliament’s Committee on Budgets to present their draft budget
proposals for 2001.

The Foundation also continued to take part in the Common Support Service involving several
of the agencies and other EU institutions to adapt and develop SI2 as a budgetary and
financial management tool.

The Foundation continued its co-operation with the CEDEFOP in Thessaloniki on various
subjects of mutual interest, such as the Scenario project, the joint conference on financing of
training in the Former Yugoslav Republic of Macedonia (held in Mavrovo in June), and the
project on social dialogue in vocational education & training. A number of joint meetings
took place during the year.

In the context of the pre-accession process, and having regard to the specific needs of the
Candidate Countries, the two agencies together with the European Commission agreed to
develop a strategy of close co-operation with a view to optimising the gradual integration of
the Candidate Countries into EU policy developments in the field of VET. This co-operation
will build on the respective mandates of the two agencies seeking to capitalise on their
strengths and experience in a complementary way. To this end a common document is being
jointly prepared by the two agencies and will be submitted to their GB meetings in early
2001.

4.

FINANCIAL REPORT

4.1.

Funding sources

The Foundation receives an annual subvention from the European Community budget to
cover its administrative costs as well as the cost of operations in the annual work programme
(in 2000 the subvention amounted to EUR 16.2 million).

The Foundation also continued to manage funding from the European Union’s different
assistance programmes, transferred via conventions signed with the Commission for the
management of Phare and Tacis programmes on behalf of the Commission. In 2000 the
Foundation handled around EUR 27 million in Phare and Tacis convention funds for
vocational education and training projects (see page 47 for further details). With regard to the
technical assistance it provides to the Commission for Tempus, the Foundation managed
around EUR 136 million in Tempus Phare funds and EUR 97 million in Tempus Tacis funds
(see page 49 for breakdown).

4.2.

2000 Budget execution

Due to the tight budget framework for the year 2000 and to further unforeseen circumstances
the Foundation proposed the following two transfers between chapters in Titles 1 and 2.

19

• With a view to being able to implement all of its Work Programme 2000 activities the
mission budget was increased by EUR 50 000 (the mission budget had been cut by EUR 40
000 compared to 1999). This was rendered possible thanks to savings in the area of
recruitment and other staff costs.

• Due to attempted break-ins at the Foundation, it was necessary to increase the security
level. Furthermore, maintenance costs needed to be adapted to the actual annual cost.
Finally, dissemination costs needed to be increased further to increased activities in the
Mediterranean countries.

The Governing Board approved the amending budget in November 2000. The table below
shows the state of execution of the budget (in EUR) at 31 December 2000:

2000 budget

Committed

Paid

Automatic
carry-over

Total expenses

%

Title 1

10,274,250

10,266,234

9,951,603

258,371

10,209,974

Title 2

1,368,750

1,366,016

888,013

468,665

1,356,678

Title 3

4,557,000

4,545,567

2,607,969

1,920,480

4,528,449

TOTAL

16,200,000

16,177,817

13,447,585

2,647,516

16,095,101

99.37

99.12

99.37

99.35

20

4.3.

Review of the European Training Foundation’s financial and management
systems

During spring 2000 the Financial Controller undertook a review of the Foundation’s financial
and management systems. The report, delivered in April, highlighted a number of weaknesses
in the financial management that is overly complex after many changes (in both systems and
staff) with inadequate consolidation.

In late 1999 and before the Financial Control review, the Foundation commissioned an
external company to undertake a Financial Systems Implementation Study of the functioning
of the Foundation’s budgetary accounting system, SI2, with a view to improving its use in the
Foundation. The study concluded that the Foundation is not making full use of the system’s
capabilities.

The Foundation prepared a Plan of Action as a response to the two reports, agreeing with
most of the comments made. However, positive solutions to some of the remarks depend on
SI2-related technical issues that are not managed by the Foundation. Development in these
areas is dependent on the actions of the system provider (DG Budget) and is, therefore,
beyond the Foundation’s direct influence.

As the Financial Controller noted in his comments in July, the Plan of Action was from the
outset overly ambitious and based on an ideal assumption of very few risk factors. However,
this most optimistic scenario did not come true. First and foremost, the required installation of
the new version of the computerised budget management system, SI2, was postponed from
the early summer to the last week of September, and entered into a test phase only in October.
Therefore, the implementation of many of the recommendations on financial systems have
been postponed by about three or four months well into the first half of the year 2001.

However, work is ongoing in all areas of the Plan of Action, apart from those aspects awaiting
new technical solutions from DG Budget or
further progress in the Commission’s
administrative reform (e.g. Financial Regulation, Financial Control, audits). The appointment
of a User Manager for the Financial Management Systems has had a major impact on the
implementation of the Plan of Action.

These developments in the Financial Management were in parallel supported by a review of
the Foundation’s administrative and central services. Its main objective was to increase
efficiency and co-ordination by appointing a Head of Administration and Central Services,
and by redefining the roles of former central service departments into 4 new units. The roles
of the units were defined by looking at the workflows and linkages between the various
services.

21

4.4.

Common support service

2000 saw the second year of operation for the Inter-Agency SI2 Common Support Service,
currently comprising eleven members 2, to create and implement a shared support and
development structure for new computerised Budget and General Accounting Systems. Early
in 2000 it was decided to move the support centre from the Foundation to DG Budget, under
the supervision of the SI2 Development team, enabling a closer and more direct co-operation
between support and development. In June 2000 chairmanship of the Consortium, including
financial management of the Consortium's funds, was handed over
to the European
Foundation for the Improvement of Living and Working Conditions (Dublin

2

European Training Foundation (Turin), European Environment Agency (Copenhagen), European
Agency for Safety and Health at Work (Bilbao) European Translation Centre for the Bodies of the
European Union (Luxemburg), European Monitoring Centre for Drugs and Drug Addiction (Lisbon),
Community Plant Variety Office (Angers), European Foundation for the Improvement of Living and
Working Conditions (Dublin), Economic and Social Committee and the Committee of the Regions
(Bruxelles), European Agency for Reconstruction (Kosovo), European Monitoring Centre On Racism
And Xenophobia Commemorates (Vienna)

22

5.

PERSONNEL

At the end of 2000 the Foundation employed some 110 temporary agents out of a total 130
staff members provided for in the establishment plan. However, several key positions had
been opened to recruitment
in order to satisfy the requirements of the medium-term
perspective agreed by the Governing Board. Details of the grading and nationality of staff can
be found below.

5.1.

Staffing and organisation chart

5.1.1.

Temporary agents

5.1.1.1. Table A:

The number of temporary agents in post by category and nationality on

31 December 2000

Nationality / Category

A

B

C

Total

Austria

Belgium

Denmark

Finland

France

Germany

Greece

Ireland

Italy

Luxembourg

Netherlands

Portugal

Spain

Sweden

United Kingdom

2

2

2

1

5

7

2

1

8

-

6

-

2

-

7

2

8

-

1

6

2

1

3

8

-

2

-

1

1

8

1

5

-

1

1

2

-

-

5

1

-

1

-

1

4

TOTAL

45

43

22

5

15

2

3

12

11

3

4

21

1

8

1

3

2

19
110¹

¹

This total number does not include new recruits or leavers from 1/01/2001.

23

5.1.1.2. Table B:

Change in staffing profile in 2000

Grade

Situation on
31/12/1999

Departure Recruitment

Situation on
31/12/2000

A

B

C

Total

53

43

25

121

-13

-5

- 4

-22

+ 5

+ 5

+ 1

11

45

43

22

110¹

5.1.1.3. Table C:

The number and type of other staff employed in the Foundation at the

end of 2000

Local agents

National Experts on secondment

11

5

6.

THE GOVERNING BOARD

The Governing Board exceptionally met three times in 2000 on 15 February, 14 April and 27
November.

At the February meeting the Governing Board:

• took note of a progress report by the Director on the activities of the Foundation;

• gave its discharge to the Director for the 1998 accounts and took note of the preliminary

figures for 1999 expenditure;

• approved the overall budget for 2000 for an amount of EUR 16.2 million;

• approved the work plan for 2000, which adopted the same method of activity based

budgeting as used by the Commission;

• approved the proposal for a promotion and the proposed establishment plan;

• approved the creation of a supernumerary temporary agent post in the establishment plan

for the purposes of creating a User Manager for the Common Support Service.

The Governing Board meeting in April centred on the increased importance of human
resource development following the conclusions of the Lisbon Summit that had taken place in
March, and consequently the need to define a clear role for the Foundation in the context of
the changing external relations policies.

The Board agreed the following concerning the role of the Foundation:

• The Foundation is first and foremost an observatory and a centre of excellence that seeks
out the most up-to-date knowledge of vocational training development in partner countries.
This mission entails:

24

–

–

–

–

–

publicising and promoting studies and good examples, notably from the
European Union;

providing advice and assistance to interested countries;

actively and systematically contributing to the European Union's vocational
training programmes and projects;

administering projects undertaken by Member or other states;

ensuring that follow-up, evaluation, and research are carried out

• To this end, the Foundation must:

–

–

–

–

–

–

Be maintained;

Be fully involved with the Commission in the project cycle as regards
vocational training actions under the PHARE, TACIS, MEDA, and CARDS
programmes;

Be involved in the work of the European Agency for Reconstruction;

At the request of the Commission, assist the Candidate Countries’ preparations
for participation in the European Social Fund and the development of national
employment strategies;

Co-operate closely with CEDEFOP and other centres of excellence on efforts
to reach target audiences through publications and otherwise;

Operate under the political direction of the Commission and Member States,
with sufficient freedom to act under the full authority of its director, who
reports to the Commission and the Governing Board.

The Governing Board adopted a 2001 budget proposal of EUR 16.8 million. Of this figure
EUR 600,000 would be put in a reserve until the Foundation came up with proposals for the
structure and level of its human resources for the 2001 work programme that put the emphasis
on its role as a centre of expertise rather than programme management, in accordance with the
strategic orientations which the Board has agreed upon.

At the third meeting of 27 November the Governing Board:

(1)

(2)

(3)

(4)

(5)

(6)

took note of a progress report by the Director on the activities of the Foundation;

gave its discharge to the Director for the 1999 accounts and took note of the
preliminary figures for 2000 expenditure;

approved the overall budget for 2001 for an amount of EUR 16.8 million;

approved the work plan for 2001, which adopted the same method of activity based
budgeting as used by the Commission;

approved the preliminary draft budget for 2002 for an amount of EUR 16.8 million;

approved a medium-term perspective on staff resources and budget for 2002-2004.

25

Since April 2000 Commission services and the Foundation had been engaged in a process of
“structured dialogue” to prepare the 2001 Work Programme and Budget. A further key
objective had been to agree a development strategy in the medium-term for the Foundation’s
budget and human resources. The Board’s decision to adopt the medium-term perspective
means that the Foundation now has a clear idea of the resources around which to plan its
future as a centre of expertise as discussed in previous Board meetings.

26

Annex 1 – The Foundation’s activities in 2000

I.

Candidate Countries

ANNEX

Title

Objectives

Outputs

Countries

Candidate
Countries

I.1. Support to
Commission & Phare
Programme

Candidate
Countries

I.2. Tailor-made support
to Candidate Countries
on “European Social
Fund type” actions

Candidate
Countries

I.3. Promoting exchange
of good practice among
the Candidate Countries
and
EU
countries

with

the

•

•

•

•

•

•

•

•

•

•

•

•

To review progress in vocational training reform

To implement European Social Fund preparatory actions at regional
level

To assist the Commission in assessment & evaluation of Phare project
proposals

To assist the Commission in monitoring JAP implementation

To support the preparation for European Social Fund at national and
regional level

To develop tools & services

To support development of national CVT strategies

To increase co-operation between Member states and C.C.; promote
co-operation within the Foundation and CEDEFOP

improve

To
fundamental VET issues

vocational

training

policy-making

processes

in

To maintain and reinforce existing networks active in VET reforms and
preparation for European Social Fund: Distance Education Centres,
for European Social Fund, Social
National Training Institutes
partnership in VET and transparency of qualifications

To help identify needs and priorities for public administration reform
and institution building at regional level

To promote participation of Social Partners in development of Lifelong
Learning practices

27

•

•

•

•

•

•

•

•

•

•

•

•

•

•

•

•

One updated progress report on vocational training reform per country.

Regional seminars & a final conference in Brussels in October as part of the
Phare Special Preparatory Programme for European Social Fund.

National Training Institutes for European Social Fund set up in all the Phare
Candidate Countries.

Phare HRD fiches commented in Estonia, Latvia, Lithuania, Poland, Slovenia,
Romania, and Hungary.

Preparatory work for in depth analysis of the VET and employment services
systems in all the Candidate Countries (“monographs”)

As a complement to the SPP programme, one seminar and one study visit for
regional representatives of 8 Phare regions in Poland; support to the development
of a regional training centre in Lithuania.

Continuing Vocational Training Survey n. 2 – Bulgaria.

Stocktaking of CVT in Pernik region carried out in preparation for Phare pilot
project.

Foundation
€
)
Budget (

87,500

150,198

Continuation of the Constanza project on IVET and CVET

Country report and experts meeting as a part of a joint project with CEDEFOP on
scenarios.

211,045

Seminars in all countries on the involvement of social partners in VET.

A stocktaking report and an international conference in Sinaia, Romania as part
of a specific programme on VET and social inclusion for Roma populations.

Joint Conference (Foundation/Sweden) on “Barriers and ways to CVT” held in
Kalskrona.

Conference held in Maastricht
involving National Training Institutes,
Committee of Regions and regional representatives of the Candidate Countries.

the

Conference held together with the Swedish Presidency on Social Dialogue and
Lifelong Learning.

Links established between the National Training Institutes and the distance
learning centres set up in the context of Phare.

Title

Objectives

Outputs

Countries

Candidate
Countries

LV and LT

I.4.National
Observatories in Phare
2000+

I.5. Reshaping the focus
and structure of teacher
& trainer training

•

•

To promote the analytical capacities of National Observatories to
gather and analyse labour market intelligence to inform HRD-ESF type
programming and monitoring and evaluation

To enhance innovative capacity to re-design training of teachers and
trainers

Follow-up seminar.

Preparation of a project involving National Observatories aimed at developing
skill needs analysis in small & medium enterprises.

Design of new curricula.

Revised in-service training organised by schools and companies.

Proposal for national teacher and trainer training strategy.

Link with corresponding CEDEFOP network.

Foundation
€
)
Budget (

169,216

150,000

•

•

•

•

•

•

•

•

•

•

•

•

Reports on SME growth disseminated to 1,000 organisations and individuals.

37,546

2 seminars held in Latvia and Hungary.

Assessment of management
in Hungary, Latvia,
Lithuania and Ukraine. Cases of good practice available and business associations
strengthened.

training needs carried out

99,909

Memorandum of Understanding between Commission, Bulgarian Ministry of
Finance and the Foundation signed; project contract signed; Project Steering
Committee set-up; project launched.

Representatives of Bulgarian Regional Development Offices and Chambers of
Commerce trained in monitoring SME needs & development, and the delivery of
training to SMEs; consultancy services for SMEs; EU matters of special relevance
to SMEs.

150,000

Strategic analysis of skill gaps on the labour market
countries concerned. Results to be used by national policy makers

in selected regions of

169,216

6.1.1.1. SUPPORT TO MANAGEMENT TRAINING CAPACITY DEVELOPMENT

Candidate
Countries + UKR,
RF

I.6. Report dissemination
on best practices of SME
growth (1999 project)

H, LV, LT + UKR I.7. Support to

BG

BG

international and
national management
training networks

BG 9908.01 Phare
Management Training

Employers' Initiative
Bulgaria

H,CZ, PL, Es, Lv

Skills audit

•

•

•

•

•

To contribute to the improvement of the quality and effectiveness of
SME training

To effectively support the management training sector and increase its
capacity to offer learning opportunities fully relevant to the end user

To improve the performance of Bulgarian companies in a market
economy, including human resource development

To improve the skills and capacity of key staff within regional
Chambers, NGO's that service SMEs and Employers' Associations

To provide information on the skill needs of employers and to feed in
to the process of developing a human resource strategies.

BG, EE, LV, LT

Management training, vocational education and training reform programmes (Obj.1)

28

Candidate
Countries

Tempus Programme

•

To support higher education reform in the Candidate Countries.

University management Joint European Projects reform of higher education.

•

•

•

Curriculum Development Joint European Projects: content and quality of higher
education

Tempus Institution Building (TIB) projects: training of national, regional and
local administrators for accession

Number of 1999 new projects: BG 14; CZ 6; EE 4; H 18; LT 3; LV 2;
PL 25; RO 23; SK 20 & SLO 10

TOTAL

456,671

29

II.

South-Eastern Europe

Countries

Title

Objectives

Outputs

Foundation
€
)
Budget (

South-Eastern
Europe

I.1. Social Inclusion

(Obj. 1,3)

ALB

(and other eligible
Phare countries)

II.2. SME Support

(Obj. 2)

H, SLO

(dissemination in all
SEE)

II.3. Integration of work
and learning

(Obj. 2,3)

South-Eastern
Europe

II.4. Managerial
competencies
development in SEE
(Obj. 2, 3)

South-Eastern
Europe

II.5. Small project
facility

(Obj. 3)

•

•

•

•

•

•

•

•

•

•

•

•

To support the development of a national policy for re-integration of
disadvantaged groups into the labour market

To assist countries in the design of initial and continuing training
measures for the disadvantaged

To prepare countries for expected large scale activities

To promote regional co-operation and exchange of experience

To develop the viability of new SMEs, the sustainability of existing
SMEs and the credit-worthiness of both in Albania through the training,
development and support of SME managers and other organisational
development actions.

To develop and promote an appropriate standard of management
competency for SME managers and to create new jobs.

To enhance the innovative capacity of partner country vocational
training systems by strengthening links with the labour market and
thereby to promote employability.

To integrate work and learning so as to make vocational training in
schools, training centres and companies more relevant to labour market
needs.

To assess skills needs among managers in South Eastern Europe and
disseminate the results.

To assess provision of management training in South Eastern Europe.

To respond quickly to specific needs of South-Eastern European
countries.

To support the development of the Stability Pact process.

•

•

•

•

•

•

•

•

•

•

•

•

•

•

•

•

•

BiH, FYR

Management training, vocational education and training reform programmes

Enhanced awareness of national authorities and other civil society actors through
workshops and conferences.

200,000

Enhanced donor awareness about country needs.

South Eastern European country studies into the situation of disadvantaged
groups.

Dissemination of examples of good practice.

Preparation and launch of two micro projects in Croatia and Montenegro.

Country studies
construction).

into SME HRD needs

in specific

sectors

(ago-food,

70,000

Regional conference in Tirana to enhance awareness of national authorities and
donors on HRD needs in SMEs.

Development of project proposals for follow-up.

Technical assistance to support
development project.

the launch of a joint

Italy-Albania SME

Development of methodological materials - tools and instruments on the key
development areas.

150,000

Provision of expertise and advice to participating organisations.

Assessment of practices in participating organisations and preparation of
proposals for improvement.

Regional workshops.

Report on skills needs for managers, and training provision in Montenegro,
Croatia, Serbia and Bosnia.

51,000

Feasibility studies, preparatory meetings & workshops to support Stability Pact
Process.

Network of HRD co-ordinators established under Stability Pact Donor co-
operation.

120,000

Preparation of policy frameworks and project proposals.

30

ALB, BiH, FYR

Tempus

•

•

•

•

•

To support the reform of higher education structures, institutions and
management.

To contribute to issues of curriculum development in priority areas.

To develop administrative and institutional structures for the training of
staff from university and related bodies.

To develop training skills related to address specific higher and
advanced level of skill shortages during economic reform.

To strengthen regional co-operation.

•

•

•

•

•

•

University Management Joint European Projects

Curriculum Development Joint European Projects

Institution Building Joint European Projects

Mobility Joint European Projects

Networking Projects

Individual Mobility Grants

TOTAL

580,000

31

III.

NIS & Mongolia

Countries

Title

Objectives

Outputs

N-W RF

III.1. Pilot Project VET
Reform in NW Russia

(Obj. 1)

RF

MOL

UKR

DELPHI I

(Obj. 1)

Reform of the Moldovan
system of vocational
education and training
(Obj. 1)

III. 2. VET Reform in
Ukraine

(Obj. 1)

ARM, BLR, GEO,
KAZ, KYR, MOL,
MNG, RF,
UKR,UZB

Tacis National
Observatories 2nd Phase

(Obj. 1)

•

•

•

•

•

To assist NW Russian regions to implement and
develop vocational training sector reforms based
on regional economy and labour market needs.

the Ministry of Education in
To support
articulating the demand side and involvement of
stakeholders in education dialogue.

To address institutional capacity building for
training reform and the quality of
vocational
vocational training in order to support economic
development.

To support vocational training reform at school
and administrative levels in line with the new law
on vocational training.

the

promote

recognition

To
of National
Observatories as key information and expertise
agencies in vocational training and labour market
issues.

Foundation
€
)
Budget (

150,000

•

•

•

•

•

•

•

•

•

•

•

Staff Development programme on regional VET policy & management and teacher training programme
launched.

Policy recommendations on social partnership in VET provided to the Federal Ministry & disseminated
to all Russian regions.

Curriculum & course development completed; Structure & general contents of the curriculum
development handbook agreed.

Mid-term assessment carried out & results discussed with all key actors.

Major results and information disseminated to 7 new regions in the framework of the Tacis Bistro
project & preparatory phase of the World Bank education loan.

Continuation of the Forum on Social Dialogue at federal and regional level and study visits to EU and
Central & Eastern Europe.

Launch of 12 regional projects and start of the teacher re-training programme in management training.

Selection of VET schools and implementation of skill needs analysis and curriculum development.

Re-training of teachers in distance learning and establishment of 5 Open & Distance Learning resource
centres prepared.

Policy and strategy paper prepared; curriculum development methodologies identified;
material edited; teacher and staff trained; labour market forecasting prepared.

teaching

Project finalised in February 2000.

Donor mission for identification of needs and partners for the project (1-7 April): 2 sectors and 4 regions
selected.

100,000

Project kick-off conference held on 22 September 2000.

•

Labour market assessments done in the sectors of agriculture and transport.

Convention signed with the Commission to provide Tacis support for National Observatories.

Terms of Reference prepared.

•

•

Tender evaluation held in January 2001.

Report published.

32

Countries

Title

Objectives

Outputs

ARM, BLR, GEO,
KAZ, KYR, MOL,
MNG, RF,
UKR,UZB

Tacis National
Observatories network

Countries

Title

NIS & MNG

V.1. Standards

NIS & MNG

(Obj. 2)

V.3. Labour Market &
Training Services

(Obj. 2)

RF, UKR, AZB,
UZB, KAZ, MNG

GEO

V. 2. Strengthening
networks of management
training institutes
(Obj. 3)

IV.1. Georgian Human
Resources Centre (Obj.
1)

•

•

•

•

•

the

promote

recognition

To
of National
Observatories as key information and expertise
agencies in vocational training and labour market
issues.

Annual Tacis/Phare meeting organised in March.

Meeting of the Tacis network in November in Kishenau.

Conceptual framework for Stocktaking report and key indicators revised.

Key indicator report and transnational

Objectives

Outputs

To improve methodologies in order
to develop
consistent vocational training standards for all sectors.

• New pilot standards defined by each country; Standards Committees formed.
• Conferences held in Tashkent and Minsk.
•

Agreement on one common approach described in Vol. 4 of Standards Publications.

Foundation
€
)
Budget (

335,000

Foundation
€
)
Budget (

75,000

To improve the capacity of key officials and experts
training reform policies that
to develop vocational
respond to the challenges of the labour market and
economic changes.

To strengthen networks of management
training
institutes (Ukraine and CAMAN for Central Asia) in
order
the Tacis Management Training
programme.

to support

To counsel and guide the unemployed, labour market
research,
new re-training
programmes.

advice,

policy

and

10 applications received from National Observatories 5 projects selected:

•
• Armenia: Capacity building of employment services and VET institutions on training for the

250,000

unemployed and adult training.

• Belarus: Labour market based curriculum development and staff training.
• Kazakhstan: Entrepreneurial and core skills in VET.
• Kazakhstan: Social partnership models.
• Moldova: Links between labour market and VET at regional level.
•
Terms of Reference developed and tender evaluation organised.

•

•

Selection of training institutes and companies made in Kazakhstan, Kyrgystan and the Ukraine.

Project has been cancelled by donors due to political changes in Georgia.

140,000

70,000

33

Countries

Title

Objectives

Outputs

Foundation
€
)
Budget (

KYR, KAZ, UZB

UZB

KYR

IV.2. Continuing VET
(Phase 2) “Training for
Enterprise
Development”

(Obj. 1)

•

•

•

To further disseminate the tools (skills audit, HRD
manual, training package) to enterprises in Kyrgystan
and neighbouring countries.

To set up a tripartite forum for the definition of
national priorities for the development of training in
enterprises.

To raise awareness of training providers.

Assistance to the Reform
of Vocational Education
in Uzbekistan

(Obj. 1)

• To contribute to the ongoing overall reform of the
education system through reform of 1) curriculum
design in vocational training and 2) management of
the vocational training system.

Support to training and
retraining of unemployed
through a Training Fund

•

•

•

•

•

To match requests from the labour market and job
seekers.

clarify

To
Employment Services organisations.

roles & responsibilities

of State

To ensure the efficient distribution of courses and
trainers.

To provide adequate assistance to Commission in the
field of higher education reform.

To provision advice to applicants.

NIS & MNG

Tempus 2000

Skills audit finalised, report on Kyrgyz Enterprise Study.

•
• Human Resource Development Guide for the training of HRD managers developed; 25 HRD

100,000

Managers trained; 5 local trainers prepared to further disseminate results.

• Round Table discussions of employers and employers organisations (with International Labour

Organisation).

•
•

•

•
•
•

•

•

•

•

Inception Report approved (April); Steering Committee set up.
3 pilot professional colleges selected; 6 occupational profiles elaborated; Curriculum designed;
teachers trained and standards developed in line with the Foundation’s Standards 2000 project.
Labour market analysis in 3 regions completed.

Foundation agreed with SCR on role of monitoring the content.
Foundation participated in evaluation of tender bids on 30 June 2000.
Foundation provided comments on inception report.

Academic assessment meetings organised and carried out in partner countries or in Turin.

Technical assessment of short-listed projects completed and comments sent to DG Education &
Culture.

Monitoring letters being produced for projects put on the final list.

Information campaigns carried out in all partner countries eligible for the 2001 selection.

TOTAL

1,220,000

34

VI.

Mediterranean Region

Countries

Title

Objectives

Outputs by December 2000

ALL
(including EU
Member states
participating in the
Med Regional
group)

Advisory Forum Med
regional group development

(Obj. 1, 2 a) and b))

ALL
except IL, MA,

3

CY

VI.1.World Bank/Foundation
ministerial conference:
“Knowledge and Skills for
Development” (Obj. 1)

Maghreb sub
region

(DZ, TN, MA)

VI.2. Technical VET
financing mechanisms in the
Med region (Obj. 2 a)

ALL

TR

ALL

VI.3. Development of the role
of social partners in the Med
region

(Obj. 1)

VI.4. Policy advice on
Technical VET systems
development
(Obj. 2 b)

VI.5. Responsiveness Fund

(Obj. 1,2)

•

•

•

•

•

•

•

To reinforce the Advisory Forum Mediterranean regional group
to create a solid expert net with a common
in order
issues and promote regional co-operation
understanding of
amongst Mediterranean partners.

To hold a conference in May 2000 in Turin, gathering around
130 participants at the ministerial level from the Mediterranean
region, EU Member States, and the World Bank to discuss the
organisation of secondary education systems, with special focus
on the balance between general and vocational education.

To support review/development of vocational training financing
mechanisms.

To focus as a case study on Algeria in 2000 (launching of the
FNAC - Algerian Fond National de Développement de
l’Apprentissage et de la Formation Continue).

To promote role of social partners in the implementation of
economic and social policies.

To contribute to development of vocational training reform by
the analysis of key issues and dissemination of examples of good
practice.

To respond to requests by authorities in the Mediterranean
region, the Commission and/or other donors.

•

•

•

•

•

•

•

•

The Advisory Forum network was reinforced in its expertise capacities through
focused actions integrated within regular Advisory Forum functions.

The conference on development of secondary education and training took place
in Turin from 7-10 May 2000. Key players from 21 Middle East and North Africa
countries, the EU and international organisations participated.

Joint Foundation/World Bank conference conclusions were produced in the
second half of 2000.

In the framework of the Algerian FNAC case study, a workshop took place in
Algiers from 25-27 September 2000 on financing mechanisms for apprenticeship
schemes and CVET. More than 200 key stakeholders from Algeria were exposed
to examples of EU good practice relevant to their national context. Representatives
from Tunisia and Morocco were also invited,
together with Commission
representatives, EU Member States and international donors.

This action was conceived as complementary to the MEDA funded project
TRESMED, whose launch has been postponed to 2001. In 2000, Foundation has
carried out consultations with Commission services in charge and ECOSOC on
Foundation input once the project starts (improvement of social partner capacities;
consolidated
and enhanced participation in the design and
implementation of national technical vocational training policies; development of
a network of social partners organisations between the Med region and the EU).

conditions

The workshop to be held in November 2000 in Ankara focusing on employability
was postponed to 2001.

The Egypt round table foreseen in the project was merged with project VI.7.

Foundation
€
)
Budget (

-

60,242.38
(Foundation
contribution for
conference costs)

54,508.14

-

-

The fund has been used as planned, as well as in support and/or reinforcement of
other actions included in the Work Programme.

9,548.69

3 Although Malta, Cyprus and Turkey are candidate countries, preliminary activities in 2000 were included in the work programme for the Mediterranean Area.

35

Countries

Title

Objectives

Outputs by December 2000

EGY, LEB, JOR

VI. 6. Management Training
for SME growth: models
adapted to Med region
specificity

(Obj. 1,2 b)

Mashreq sub
region
(PS, SY, JO, EG,
LB)

VI.7. Innovative practices in
standard development,
qualification and certification

TN

SYR

ALG

ALG

(Obj.2)

Second workshop in support
to Manforme

(Obj.2)

Support to VET system
reform in Syria

Expertise support to Algerian
Presidential Commission on
education reform

Identification and
formulation of a VET project
in Algeria

ALG, LEB, JOR,

MAL, CYP, TUR

4 Publication of overviews of
vocational education and
training (completion of 1999
action)

TOTAL

•

•

•

•

•

•

•

To provide local management training providers and policy
makers with management training models adapted to the socio-
economic context of the Mediterranean region.

To support the development of standards, qualifications and
certification which reflect labour market requirements.

To support the implementation of Manforme through yearly
workshops focused on key VET themes relevant to the reform
process. Follow-up of 1999 pilot workshop.

To provide expert support
launching a pilot project in 2001.

to Syrian authorities in view of

To provide expert support to the Algerian authorities in charge
of the reform policy (the Presidential Commission).

To provide expert support
identification and formulation for VET reform in Algeria.

to the Commission for project

To finalise the production of a set of overviews of vocational
education and training.

•

•

•

•

•

•

•

•

Fact finding missions for the study have been carried out in parallel in all three
countries.
Opportunities for improving management and entrepreneurial training (MET) in
view of stimulating growth of SMEs have been identified and shall be reflected in
a draft report to the Commission in early 2001.

Foundation
€
)
Budget (

88,882.00

The Egypt seminar initially foreseen in November 2000 had to be postponed to
April 2001, due to the political situation in the region.

119,200.00

Consultations ongoing on the timing and arrangements. The workshop was
postponed to 2001.

-

Expertise support was provided, and Foundation support was agreed with the
main Syrian stakeholders in harmony with Commission country strategy.

A team of experts from different EU Member States and the Foundation offered
policy advice to representatives of the Presidential Commission through a series of
meetings in Turin and Algiers.

A team of experts was set up for the purpose, with the Foundation as team leader.
Terms of reference and the timetable for the action were discussed and agreed with
Commission services. The missions and the drafting of the report will take place in
2001.

20,000.00

6,391.33

148,405.11

The overviews were finalised and disseminated to stakeholders.

10,227.46

517,405.11

4 Although Malta, Cyprus and Turkey are candidate countries, preliminary activities in 2000 were included in the work programme for the Mediterranean region.

36

Annex 2 - Table indicating budgetary & non-budgetary resources

ACTIVITY

Staff
number

Staff costs

Administration &
infrastructure

Operational costs
(missions included)

TOTAL BUDGET
(source ETF)

Conventions

Tempus

Donors
cooperation

TOTAL non
budgetary

BUDGETARY RESOURCES

NON BUDGETARY RESOURCES

Administrative Support

Organisational Support

Candidate Countries

Western Balkans

Russia Moldova Belarus Ukraine

Caucasus Central Asia Mongolia

MEDA

Tempus

Transversal Activities

22.3

13.7

15.9

15.5

9.9

6.6

8.2

27.7

4.7

(Title 1)

(Title 2)

1,689,981

1,368,750

1,004,078

1,297,277

1,272,401

806,410

511,298

687,441

2,200,064

339,000

(Title3)

22,650

452,650

1,330,400

830,400

755,900

670,900

495,000

75,000

390,400

(Title 1+2+3)

3,081,381

1,456,728

2,627,677

2,102,801

1,562,310

1,182,198

1,182,441

2,275,064

729,400

3,270,807

13,195,143

2,000,000

1,175,000

336,112

3,606,919

13,195,143

600,000

2,600,000

50,000

1,225,000

850,000

850,000

75,263,111

75,263,111

TOTAL

124.4

9,807,950

1,368,750

5,023,300

16,200,000

19,640,950

75,263,111

1,836,112

96,740,173

37

Annex 3 - Conventions table

Commission
Budget line
Reference

Country

Commission
Contract
number

Description

Total grant

Overall
commitment
%

Deadline for
commitment

Overall
disbursement

Overall
disbursement
%

End of
convention

End of convention
(including final
audit & evaluation)

Management

ES-96.22.02.01*

Estonia

97-0406

Information Systems in Education Progr.

1,700,000.00

100.00%

31.12.1999

790,686.00

46.51%

31.12.2000

30.06.2001

Decentralised

ES-96.22.02.02*

Estonia

97-0407

Higher Education & Science reform

600,000.00

100.00%

31.12.1999

481,126.09

80.19%

31.12.2000

30.06.2001

Decentralised

LE-97.03.01.01*

Latvia

98-0053

VET Reform Programme

1,500,000.00

100.00%

31.10.1999

922,965.00

61.14%

31.12.2000

30.06.2001

Decentralised

LI-97.03.02.03

Lithuania

98-0441

Management Training

600,000.00

94.95%

31.12.1999

463,773.00

77.30%

31.12.2000

30.06.2001

Centralised

LI-97.04.01.02*

Lithuania

98-0035

VET Reform Programme

1,000,000.00

96.50%

31.12.1999

711,739.20

71.17%

31.12.1999

30.06.2001

Decentralised

ZZ-97.19*

ZZ-97.27.01*

ZZ-97.27.02*

Multi-
Country

Multi-
Country

Multi-
Country

98-0356

Special Preparatory Prog. On Structural
Funds

2,099,900.00

97.43%

31.12.1999

1,343,759.39

63.99%

31.12.2000

30.06.2001

Centralised

98-0060

Cooperation in Higher Education

1,300,000.00

96.71%

31.10.1999

992,872.71

76.37%

31.10.2000

30.04.2001

Centralised

98-0061

Cooperation in Distance Education

1,000,000.00

96.01%

31.10.1999

797,045.70

79.70%

31.10.2000

30.04.2001

Centralised

BH-97.02*

Bosnia

98-0020

BH-9904.01.01

Bosnia

99-0401

Vet programme

Vet programme

3,500,000.00

97.54%

31.12.1999

3,142,082.25

89.77%

30.06.2000

30.10.2001

Centralised

450,000.00

96.65%

30.04.2000

260,958.00

57.99%

30.04.2001

30.10.2001

Centralised

MA-97.03*

Fyrom

98-0026

Integrated VET FYROM

2,800,000.00

98.71%

31.12.1999

1,898,816.05

67.81%

31.12.2000

30.06.2001

Centralised

RO-97.01.04.01*

Romania

98-0121

Human Resources Development Progr.

3,000,000.00

98.40%

31.12.1999

1,974,510.84

65.82%

31.12.2000

30.06.2001

Decentralised

Total 1

19,549,900.00

3,780,334.23

E

R

A

H

P

I
C
A
T

Commission
Budget line
Reference

Country

Commission
Contract
number

DELPHI*

Russia

98-0320

EDUZ 9803*

Uzbekistan EDUZ 9803

Description

Total grant

Overall
commitment
%

Deadline for
commitment

Overall
disbursement

Overall
disbursement
%

End of
convention

End of convention Management

Development of Educational Links and
Professional & Higher Education Initiatives

Assistance to the Reform of Vocational
Education in Uzbekistan

6,000,000.00

98.32%

1,694,925.60

28.25%

16.11.2001

Centralised

1,000,000.00

99.88%

238,304.00

23.83%

30.06.2001

Centralised

NOB's 2

S

Multi-
Country

TOTAL 2

TOTAL 1+2

00-0038

Tacis National Observatory - Phase 2

350,000.00

0.00%

-

0.00%

31.12.2002

Centralised

1,933,229.60

15,713,563.83

7,350,000.00

26,899,900.00

38

Annex 4 - Tempus technical assistance conventions table

PHARE

TACIS

PHARE

TACIS

Commission Reference

Description

Date signed

Total grant

End of convention Management

Tempus II & III Phare (TA)

Technical assistance Tempus Phare 2000

24/03/00

810,000.00

31.05.2001

Centralised

Tempus II & III Phare (TA)

Technical assistance Tempus Phare 2001

2001

t.b.a.

31.05.2002

Centralised

TOTAL 1

810,000.00

Commission Reference

Description

Date signed

Total grant

End of convention Management

Tempus II & III Tacis (TA)

Technical assistance Tempus Tacis 2000

24/03/00

675,000.00

31.05.2001

Centralised

Tempus II & III Phare (TA)

Technical assistance Tempus Tacis 2001

2001

t.b.a.

31.05.2002

Centralised

TOTAL 2

675,000.00

Tempus projects (JEP, CME, IMG, CP…):

Commission Reference

Tempus II & III Phare

Tempus II & III Phare

Tempus II Phare

Tempus II Phare

TOTAL 3

Commission Reference

Tempus II & III Tacis

Tempus II & III Tacis

Tempus II Tacis

Tempus II Tacis

TOTAL 4

TOTAL 1+2+3+4

Description

Date signed

Total grant

End of convention Management

Tempus projects 2000

2000

8.462.000

31.12.2003

Centralised

Tempus projects 1999

16/03/99

33,157,570.00

31.12.2002

Centralised

Tempus projects 1998

31/03/98

33,577,307.00

31.12.2001

Centralised

Tempus projects 1997

22/01/97

60,279,059.00

31.12.2000

Centralised

135,475,936.00

Description

Date signed

Total grant

End of convention Management

Tempus projects 2000

Tempus projects 1999

Tempus projects 1998

Tempus projects 1997

2000

14/01/99

31/03/98

22/01/97

37.300.000

31.12.2003

Centralised

22,319,507.00

31.12.2002

Centralised

21,985,871.00

31.12.2001

Centralised

15,068,860.00

31.12.2000

Centralised

96,674,238.00

233,635,174.00

39

Annex 5 - Organigramme

40

Director
Peter de Rooij

Deputy Director
Livio Pescia

Deputy Director
Ulrich Hillenkamp

Planning, Monitoring and
Evaluation Unit
Lesley Wilson

MEDA
[DZ-EG-IL-JO-LB-MA-PS-SY-
TN]

Central Europe North
[CY-CZ-EE-H-LT-LV-MT-PL-
SK]

Central Europe South
[ALB-BiH-BG-FYR-HRV-RO-
SLO-TR]

NIS and Mongolia
[ARM-AZB-BEL-GEO-KAZ-
KYR-MOL-MNG-RF-TAD-
TME-UKR-UZB]

Olivier Ramsayer

Jean-Raymond Masson

Peter Greenwood

Arjen Vos

TEMPUS

Unit A
Marleen
Voodeckers

Unit B
NN

Management Training
Unit
Robert Teunissen

Development Unit
Anthony Gribben

Administration
and Central Services
Markku Junkkari

Personnel Unit

Andrea Lorenzet

Finance & Legal
Unit

Thomas Schröder
ff

Computer and
Technical
Services Unit
Ian Cumming

Information &
Communications
Unit
Gisela Schürings

European Training Foundation organigram: Feb. 2001

41

Annex 6 – The Foundation’s Governing Board - List of members

European Commission

Mr Domenico LENARDUZZI

Acting Chairman

Deputy Director General Education and Culture

European Commission

European Commission

Ms Catherine DAY

Member

Deputy Director General External Relations

European Commission

European Commission

Mr Matthias RUETE

Member

DG Enlargement

Austria

Member

Austria

Alternate

Belgium

Member

Belgium

Alternate

Denmark

Member

Denmark

Alternate

European Commission

Dr Wolfgang LENTSCH

Director General

Bundesministerium für wirtschaftliche Angelegenheiten

Dr. Gottfried TAUCHNER

Head of General Directorate for Technical and Vocational
Education and Training

Bundesministerium für Bildung, Wissenschaft und Kultur

Ms Micheline SCHEYS

Afdelingshoofd Beleidscoordinatie Department Onderwijs

Ministerie van Onderwijs en Vorming van de Vlaamse
Regering

To be nominated

Mr Kaj HOLBRAAD

Senior Counsellor Central and Eastern Europe Unit

Ministry of Education - Undervisningsministeriet

Ms Merete PEDERSEN

Chief Advisor Department of Vocational Training and
Education

Ministry of Education - Undervisningsministeriet

42

Finland

Member

Finland

Alternate

France

Member

France

Alternate

Germany

Member

Germany

Alternate

Greece

Member

Greece

Alternate

Ireland

Member

Mr Timo LANKINEN

Government Counsellor/Director for Vocational Education and
Training

Ministry of Education

Mr Ossi V. LINDQVIST

Kuopion yliopisto

University of Kuopio

Mr Jacques MAIRE

Délégué aux Affaires européennes et internationales

Ministère de l'Emploi et de la Solidarité

Mr Jacques MAZERAN

Chargé de mission à la DRIC

Ministère de l'Education Nationale, de la Recherche et de la

Technologie

Mr Peter THIELE

Regierungsdirektor
Bildungspolitische Zusammenarbeit

- Übergeifende

Fragen

der

EU;

Bundesministerium für Bildung und Forschung (BMBF)

Mr Georg SELETZKY

Gruppenleiter Berufsbildung

Ministerium für Schule und Weiterbildung, Wissenschaft und
Forshung

Mr Panagiotis MAISTROS

President

Organisation for Vocational Education and Training (OEEK)

Mr Haralambos LOUKISSAS

Head of the European and International Affairs Department

Organisation for Vocational Education and Training (OEEK)

Mr Eugene FORDE

Principal Officer Labour Force Development Division

Department of Enterprise, Trade and Employment

43

Ireland

Alternate

Italy

Member

Italy

Alternate

Luxembourg

Member

Mr Thomas MURRAY

Assistant Principal Officer

Department of Enterprise, Trade and Employment

Mr Gianpaolo SCARANTE

Coordinatore PECO

Ministero degli Affari Esteri

Prof Luciano GALLINO

Docente di Sociologia Dipartimento di Scienze dell'Educazione

Università di Torino

Prof Gilbert ENGEL

Professeur-ingénieur

Ministère de l'Education Nationale et de la Formation
Professionnelle

Luxembourg

Alternate

Ms Edith STEIN

Attaché économique

Netherlands

Member

Netherlands

Alternate

Portugal

Member

Portugal

Alternate

Spain

Member

Chambre de Commerce du Grand-Duché de Luxembourg

To be nominated

Mr Arie IJZERMAN

Deputy-Director of International Policy

Ministerie van Onderwijs, Cultuur en Wetenschappen

Mr Francisco CANEIRA MADELINO

Instituto do Emprego e Formação Profissional

Mr Armando MARQUES ALEIXO

Director do Departamento de Formação Profissional

Instituto do Emprego e Formação Profissional

Ms María José MUNIOZGUREN LAZCANO

Technical Advisor to the Subdirector Vocational Education and
Training

Ministerio de Educación y Cultura

44

Spain

Alternate

Sweden

Member

Sweden

Alternate

Ms Rosario MARTÍN HERRANZ

Jefe del Servicio de Metodología y Evaluación Instituto
Nacional de las Cualificaciones

Ministerio de Trabajo y Asuntos Sociales

Mr Dan FAGERLUND

Senior Adviser National Agency of Education

Ministry of Education and Science

Mr Johan LINDELL

Ministry of Education and Science

United Kingdom

Mr Gordon PURSGLOVE

Member

Department for Education and Employment - EC Education
and Training division

United Kingdom

Ms Melanie SPEIGHT

Alternate

EU Co-ordinator Central
Department

and South Eastern Europe

Department for International Development

45

Annex 7 - Events Organised by the Foundation during 2000

Date

JAN

FEB

MAR

17-18
20-21
27-28

1-3
7-8

10-11

10-11
14-15
15
17-20

17-18

22-25

2-3
6-7
6-7
9-10
9-12

12-18

16-18
17

20-21

22
23-24
27-31

29-31

APRIL 7-8

Event
“Pre-accession Strategy in the field of Human Resource Development”
NTO representatives' meeting
Vocational training against social exclusion

Workshop on apprenticeship schemes models adapted to the MEDA region
SPP regional Seminar

Working table on economic reconstruction, development and cooperation

SPP local Seminar
SPP local Seminar
Governing Board
Task Force - South Eastern Europe Meeting
Regional workshop on the role of vocational education and training in the reconstruction process in South Eastern
Europe
SPP-European Social Fund Prep. Mission

SPP local Seminar
SPP local Seminar
SPP local Seminar
SPP local Seminar
Donors meeting for South Eastern Europe/ Enhanced Task Force

SPP Study Visit

SPP-EUROPEAN SOCIAL FUND local Seminar
Addressing the training needs of managers in the Russian Executives' and Managers' Training Programme

SPP-European Social Fund local Seminar

SPP local Seminar
SPP local Seminar
National Observatory meeting
Europe and Central Asia Regional Conference Careers Guidance and Counselling Theory and practice for the 21st
Century
Regional Labour Market Intelligence Conference

Location
Turin, Italy
Turin, Italy
Turin, Italy

Damascus, Syria
Lublin, Poland

Skopje, FYR

Bialystok, Poland
Katowice, Poland
Turin, Italy
Vienna, Austria

Organiser
MOCCA, ETF
Tempus
ETF

ETF
SPP
Special coordinator of the
Stability pact for South Eastern
Europe
SPP
SPP
ETF

Athens, Greece

ETF, OEEK

Slovenia

Petra Neamt, Romania
Brasov, Romania
Szeged, Hungary
Debrecen, Hungary
Graz, Austria

Denmark

Montana, Bulgaria
Turin, Italy
Zogorje, Zasavje region,
Slovenia
Latgale, Latvia
Celje, Slovenia
Turin, Italy

Budapest, Hungary

Turin, Italy

SPP

SPP
SPP
SPP
SPP

EURA-EU office and
Ringkjobing county
SPP
ETF/Tacis

SPP

SPP
SPP
ETF
ETF, World Bank, Hungarian
Ministry of Education
ETF

46

Date

Event

9-17

9-11
10-12
13
14
17-18

17-18

8-9
7-10
11-12

18-19

21-23

22-25

22-26
25-26
25-27
29-30

1-2

5-14
7-9
9-13
15-16

14-16

MAY

JUNE

European Social Fund study visit in Denmark

Working group for human resource development for economic reconstruction in South-Eastern Europe
Barriers and ways to training by enterprises
Final Conference Phare VET programme: dissemination
Governing Board
SPP-European Social Fund local Seminar 3

SPP local Seminar

SPP local Seminar
MEDA conference
SPP local Seminar

SPP local Seminar

Budapest OECD, World Bank and ETF Conference

Phare conference

Tempus Academic Experts Conference
SPP local Seminar
Dubrovnik ETF IWL Balkan Workshop
SPP local Seminar N.W. region

SPP local seminar Ostrava

SPP Training Seminar
SPP ESF actors, OECD, Graz process and other international actors, key actors in education
NTI Training Seminar
SPP Training Seminar

NTI Training Seminar

Location
Copenhagen + Holestbro,
Denmark
Turin, Italy
Karlskrona, Sweden
Sarajevo, BiH
Brussels, Belgium
Slovenia
Karlovy vary, Czech
Republic
Estonia
Turin, Italy
Estonia
Klaipeda/Taurege,
Lithuania
Budapest, Hungary

Lisbon, Portugal

Turin, Italy
Slovak Republic
Dubrovnik
Czech Republic

Mostar, Bosnia and
Herzegovina
Turin, Italy
Bled, Slovenia
Truin
Brussels, Belgium
Brussels, Belgium /
Maastrict, Netherlands

Organiser

SPP

ETF
ETF

ETF
SPP

SPP

SPP
ETF, World Bank
SPP

HFA, MGU

OECD, World Bank, ETF
ETF, Instituto do emprego e
formacao profissional
Tempus
SPP
ETF
SPP

National Observatory

ITC-ILO, Turin and Brussles
SPP

ITC-ILO, Turin and Brussles

47

Date

15-16
15-17
19-20
19-20
23-24

8-7
28

JUNE

JULY

AUG

4

4-9
11
23-24

24-27

16
16-17
26-27

SEPT

OCT

NOV

DEC

Event
SPP local seminar Marijanpole
Advisory Forum meeting
Youth Unemployment in SEE
SPP local seminar
SPP local seminar

Brainstorming meeting/Graz Process
Preparatory meeting for Tirana Seminar
Employer's Initiative Project: Project Review Meeting (Mid-Term Report) with contractor (IBF) and Programme
Steering Committee.

Committee of the Regions & EIPA seminar on Euro training project with participation of NTI
Preparatory meeting fo social inclusion micro-projects in Croatia and Montenegro
Phare MOCCA Programme - Final Conference
La formation, outil de performance économique: quelles politiques de financement de la formation continue et de
l'apprenissage?

ETF-ASFOR-RABE Meeting
VET 2000 final conference
Final SPP conference

9-10 Regional co-operation to integrate human resource development in the field of SME support in South Eastern Europe
12-13
15-18
20-25
22
27

Regional Company Skills Survey
Training for Nobs
VET programme final conference
Experience from ETF-managed Phare VET Reform programmes 94-98 and conclusions for future VET interventions
Governing Board

4-5
8-9
18

Final NTI seminar
Integration of Work and Learning (IWL) meeting
Meeting between CEDEFOP and ETF

48

Location
Lithuania
Turin, Italy
Bulgaria
Utena, Lithuania
Poiana Brasov, Romania

Organiser
SPP
ETF
National Observatory
SPP
SPP

Turin, Italy
Turin, Italy

Turin, Italy

Prague, Czech Republic
Turin, Italy
Portoroz, Slovenia

Alger, Algeria

Turin, Italy
Skopje, FYROM
Brussels, Belgium

Tirana, Albania
Turin, Italy
Turin, Italy
Vilnius, Lithuania
Turin, Italy
Turin, Italy

Prague, Czech Republic
Torino, Italy
Torino, Italy

ETF

ETF

ETF, Ministry of Education,
FNAC

ETF, Tacis
Phare
SPP

ETF
ETF
ETF

ETF
ETF

ETF
ETF

Annex 8 - Publications list

6.1.1.2. General Publications

European
(DA/DE/EN/ES/FI/FR/GR/IT/NL/PT/SV)

Training

Foundation

Annual

report

1999

Report on the Foundation’s activities and achievements in 1999

European Training Foundation Work programme 2000 (EN/FR/DE/IT/ES/RU)

The Work Programme 2000 provides full details of the Foundation's future actions as well as
priorities for the next three years as far as can be deciphered at present and reflects the
evolutionary process that is currently influencing the scope and content of the Foundation's
work.

6.1.1.3. Information & Statistics on vocational education and training systems

Tacis transnational report (EN/RU)

The report, the first of its kind for the Tacis countries, was compiled by the European
Training Foundation with the assistance of its network of National Observatories and its data
covers the period between 1995 and 1997. The report highlights key trends and statistics
concerning vocational education and training within this region and makes the case for
supporting the reform of vocational education and training. The report complements the
Foundation's publications Tacis Key Indicators 2000.

National Observatory reports for the countries of Central and Eastern Europe (EN)

A series of reports produced by the National Observatories of the Central and Eastern
European Candidate Countries. The reports are written according to a structure established by
the European Training Foundation and contain detailed information on the vocational
education and training systems in the countries concerned.

Key Indicators fact sheet – Central and Eastern Europe (EN)

A series of factsheets providing key information on vocational education and training in
Central and Eastern Europe

Phare Key Indicators 2000 (EN)

A series of factsheets providing key information on vocational education and training in
Central and Eastern Europe

Tacis Key Indicators 2000 (EN)

The report, the first of its kind for the Tacis countries, was compiled by the European
Training Foundation with the assistance of its network of National Observatories and its data
covers the period between 1995 and 1997. The report highlights key trends and statistics
concerning vocational education and training within this region.

49

6.1.1.4. Vocational education and training and labour market

Third in the series of standards manuals (EN/RU)

This is the third manual in a series published by the European Training Foundation devoted to
the issue of standards. The new manual considers three basis questions in the approach to
ensuring relevancy.
• How should changes and trends within the labour market be evaluated?
• How should vocational education and training systems respond to these changing needs?
• How can we ensure that attempts to make standards relevant have been effective?

The central message of the report is that vocational education and training has to become
more broadly based and more flexible in order to ensure that it reacts quickly and flexibly to
labour market needs and to the needs of business.

An international manual of standards development (EN)

The International Manual for Linking Vocational Education and Training Standards and
Employment Requirements promotes the methodology (model) for the establishment of a
more relevant, transparent and user-friendly vocational standard that is clear and accessible to
students and parents and that can be recognised
employers, employees,
internationally.

trainers,

Background studies for Lithuania, Latvia, Poland, Slovenia and the Slovak Republic
(EN)

This second group of five studies (the first were published in 1999), compiled by the
European Training Foundation with support from the European Commission, provide some of
the most up to date information and analysis on the current state of labour markets in the EU
Candidate Countries. They also provide a comprehensive assessment as to the readiness of the
current Candidate Countries to participate in the EU single market
in the fields of
employment and training.

Conference summary of ‘Knowledge and skills for development: The role of secondary
education and training in the Middle East and North Africa’ (EN/FR)

Representatives from nineteen countries and territories from the Middle East and North
African region that work in the field of vocational education and training gathered in Turin
May 2000 to discuss the important challenges facing the region with regard to secondary
education and training.

The overall aim of the conference was to provide public administrators, managers and trainers
in this region with examples of good practice and projects in the field of vocational education
and training and to promote greater intra-regional dialogue. The report provides full details of
the deliberations.

Labour market information in the context of European Social Fund programming (EN)

Report providing working examples of European Social Fund programmes that operate within
the regional context and that demonstrate the process of institutional and partnership
development. The report also highlights the essential role of labour market information within
the process.

50

6.1.1.5. Management training

Entrepreneurial training for the growth of small and medium sized enterprises (EN)

The report has two main objectives:
• To provide concrete guidance, practical models and solutions to entrepreneurial training
providers, agencies and other organisations offering assistance to small and medium-sized
enterprises in Central and Eastern Europe;

• To provide a useful tool for policy makers at national, regional and local levels as well as
for all those organisations directly and indirectly involved in small and medium-size
enterprise development.

Assessing management training needs in Central and Eastern Europe (EN)

training situation in several countries,

A series of reports prepared as an integral part of an international research project looking at
the current
the chain of management business
challenges and strategic responses, current management capabilities and related training
needs/processes. The initial project research was carried out in five countries, in selected
manufacturing and service sector enterprises, resulting in:

• Country reports for Poland, Slovenia, Bulgaria, Romania, Russian Federation (Moscow

and Ural region)

• A ‘Cross-country’ comparative analysis report.

The project was implemented by the Central and East European Management Development
Association (CEEMAN), in co-operation with the European Training Foundation.

51