Report from the Commission - European Training Foundation: Annual Report 2001
Date: 2002-07-24
Institutions: European Commission
Subjects: EU programme, European Training Foundation, activity report, financial control, management audit, vocational training

COMMISSION OF THE EUROPEAN COMMUNITIES

Brussels, 24.7.2002
COM(2002) 440 final

REPORT FROM THE COMMISSION

European Training Foundation:
Annual Report 2001

TABLE OF CONTENTS

REPORT FROM THE COMMISSION European Training Foundation : Annual Report 2001

1.

1.1.

1.2.

1.3.

1.4.

2.

Introduction.................................................................................................................. 5

Role of the European Training Foundation.................................................................. 5

Structure of the Foundation.......................................................................................... 6

The European Training Foundation’s evaluation and quality assurance ..................... 6

Foundation development.............................................................................................. 7

The Foundation’s activities in 2001............................................................................. 8

2.1.

The candidate countries................................................................................................ 8

2.1.1.

Introduction.................................................................................................................. 8

2.1.2. Obligatory initiatives.................................................................................................... 8

2.1.3.

Support to the Commission.......................................................................................... 9

2.1.4.

Information gathering and analysis.............................................................................. 9

2.1.5. Development activities................................................................................................. 9

2.2.

Western Balkans......................................................................................................... 10

2.2.1. Obligatory Initiatives ................................................................................................. 10

2.2.2.

Support to the Commission........................................................................................ 10

2.2.3.

Information gathering and analysis............................................................................ 11

2.2.4. Development activities............................................................................................... 11

2.3.

The Mediterranean Region......................................................................................... 11

2.3.1. Obligatory Initiatives ................................................................................................. 11

2.3.2.

Support to the Commission........................................................................................ 11

2.3.3.

Information gathering and analysis............................................................................ 12

2.3.4. Development activities............................................................................................... 12

2.4.

New Independent States and Mongolia...................................................................... 13

2.4.1. Obligatory Initiatives ................................................................................................. 13

2.4.2.

Support to the Commission........................................................................................ 13

2.4.3.

Information gathering and analysis............................................................................ 13

2.4.4. Development activities............................................................................................... 14

2.5.

Technical assistance to the Tempus programme........................................................ 14

2

2.5.1.

Selection..................................................................................................................... 14

2.5.2.

Tempus CARDS - Joint European Projects and Networking Projects ...................... 14

2.5.3.

Tempus Tacis - Joint European Projects and Networking Projects ........................... 15

2.5.4.

Individual Mobility Grants......................................................................................... 15

2.5.5. Monitoring ................................................................................................................. 15

2.5.6. Computer development .............................................................................................. 15

2.5.7.

Information and publications ..................................................................................... 16

2.5.8.

Special events............................................................................................................. 16

3.

4.

4.1.

4.2.

4.3.

4.4.

5.

Co-operation with other EU agencies ........................................................................ 18

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

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

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

Procurement ............................................................................................................... 20

Financial and management systems ........................................................................... 20

Personnel .................................................................................................................... 21

5.1.

Staffing and organisation chart .................................................................................. 21

5.1.1.

Temporary agents....................................................................................................... 21

5.1.2.

Table A: The number of temporary agents in post on 31 December 2001 (by category
and nationality)........................................................................................................... 21

5.1.3.

Table B: Change in staffing profile in 2001 .............................................................. 22

5.1.4.

Table C: The number and type of other staff employed in the Foundation at the end
of 2001 ....................................................................................................................... 22

5.2.

Personnel initiatives ................................................................................................... 22

6.

6.1.

6.2.

Governing Board and Advisory Forum ..................................................................... 23

Governing Board........................................................................................................ 23

Advisory Forum ......................................................................................................... 24

ANNEX 1: Table of operational achievements........................................................................ 25

ANNEX 2 : Table of budgetary and non budgetary resources ................................................ 41

ANNEX 3 : Table of Phare and Tacis conventions ................................................................. 42

ANNEX 4 : Table of Technical Assistance to the Tempus Programme .................................. 43

ANNEX 5 : Organigramme...................................................................................................... 45

ANNEX 6 : Members of the Foundations Governing Board................................................... 46

3

ANNEX 7: Table of the Foundation events during 2001......................................................... 49

ANNEX 8 : Table of the Foundation’s publications during 2001 ........................................... 54

ANNEX 9 : Glossary of country codes .................................................................................... 56

4

REPORT FROM THE COMMISSION

European Training Foundation:
Annual Report 2001

1. 

INTRODUCTION

1.1. 

Role of the European Training Foundation

The  European  Training  Foundation  supports  the  reform  of  vocational  education  and
management  training  in  over  forty  partner  countries  and  territories.  In  doing  so  it  provides
services  to  five  Directorates  General  within  the  European  Commission  (DGs  Relex;
Enlargement;  Employment;  the  EuropeAid  Co-operation  office  and  DG  Education  and
Culture, the Foundation’s DG de tutelle).

Services  are  delivered  in  four  main  geographical  blocks  across  three  continents:  the
Mediterranean partners1; the countries of the Western Balkans2; the New Independent States
and Mongolia3; and the candidate countries4.

The  Foundation  is  a  centre  of  three-fold  expertise  which  integrates  detailed  knowledge  of
specific  regional  /  country  political  and  economic  dimensions;  in-depth  knowledge  and
experience in labour market related  vocational training  issues;  and  effective management of
major  European  projects.  It  is  fully  involved  in  the  project  cycle  of  the  European  Phare,
CARDS, Tacis and MEDA programmes. As a centre of expertise, the role of the Foundation
is to:

– 

– 

– 

– 

provide expertise, advice and information on labour market related training issues;

provide  in  depth  analysis  of  the  situation  in  the  fields  of  vocational  education  &
training and employment related issues;

spread information from Member States on best practice in the European Union; and,

facilitate contacts amongst key actors and co-ordinate the work of donors.

Since  there  are  significant  differences  between  the  four  regions  and  the  partner  countries,
there  are  naturally  a  wide  diversity  of  needs  and  demands  articulated.  For  this  reason  the
Foundation does not offer standard products or processes but takes a “tailor-made” approach
to the individual partners.

1

2

3

4

Morocco,  Algeria,  Tunisia,  Egypt,  Jordan,  Israel,  the  Palestinian  Authority,  Lebanon,  Syria,  Turkey,
Cyprus and Malta. The latter 3 countries are candidates for membership of the European Union and as
such are covered by the Foundation‘s activities for candidate countries (see 4 below).
Albania,  Bosnia  and  Herzegovina,  Croatia,  Kosovo,  Former  Yugoslav  Republic  of  Macedonia,
Montenegro, Serbia.
Armenia,  Azerbaijan,  Belarus,  Georgia,  Kazakhstan,  Kyrgyzstan,  Moldova,  Russian  Federation,
Tajikistan, Turkmenistan, Ukraine, Uzbekistan and Mongolia.
Bulgaria,  Czech  Republic,  Cyprus,  Estonia,  Hungary,  Latvia,  Lithuania,  Malta,  Poland,  Romania,
Slovak Republic, Slovenia, Turkey.

5

                                                
Wherever  possible  the  Foundation  will  try  to  work  at  the  systemic  level  and  secure  the
commitment of Ministries and social partners in partner countries to effect changes in national
legislation, systems and arrangements. In this way it tries to maximise leverage and achieve
the best returns on its investment.

The  Foundation  also  provides  technical  assistance  to  the  Commission  for  the  Tempus
programme.

1.2. 

Structure of the Foundation

The Foundation’s Governing Board (see Chapter 6) is chaired by the Director General of DG
Education  and  Culture  and  is  comprised  of  representatives  from  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  issues  relevant  to  the  to  the  strategic
direction and management of the Foundation.

The  Governing  Board  is  supported  by  the  Advisory  Forum,  a  body  of  over  100  vocational
training specialists drawn from Member States of the European Union, the partner countries,
social partner and other international organisations. The main role of the Forum is to provide
advice  to  the  Foundation  and  its  Governing  Board  on  the  preparation  of  the  Foundation’s
annual Work Programme. The Forum also serves also as an exchange network enabling good
practises on vocational training policies and reform to be shared between and with countries
in transition. Brief details of the work of the Advisory Forum can be found in Chapter 6.

The  Director  of  the  Foundation  reports  to  the  Governing  Board  and  chairs  the  Advisory
Forum. In 2001 he was supported by some 115 members of staff in the implementation of the
Work  Programme  which  was  based  on  the  Foundation’s  budget  of  € 16.2  million  for  that
year.

The  Foundation  is  organised  on  a  geographic  basis  with  four  departments  which  cover  the
Candidate Countries, the Western Balkans, the New Independent States and Mongolia and the
Mediterranean region. A separate department manages the technical assistance to the Tempus
programme which the Foundation provides for the Commission. In the field of management
training,  activities  are  co-ordinated  by  the  management  training  unit,  which  works  in  co-
operation  with  the  geographical  departments.  Underpinning  Foundation  operations  is  the
Administrative and Central Services Department which provides technical and administrative
support to the organisation as a whole.

1.3. 

The European Training Foundation’s evaluation and quality assurance

The Foundation takes seriously its obligation to monitor closely and evaluate its activities. To
facilitate  this  process  of  review  and  appraisal,  the  Governing  Board  established  an  internal
Evaluation  Steering  Committee  in  1999  comprising  members  of  the  Board,  evaluation
specialists and ETF staff, to report to the Board on its findings.

The  internal  Evaluation  Steering  Committee  met  in  February  2001  and  discussed  the  first
draft  of  the  Terms  of  Reference  for  the  external  evaluation  of  the  European  Training
Foundation which  had  been  prepared  by  DG  EAC.  The  Committee  agreed  with  DG  EAC’s
proposal  that  in  addition  to  an  assessment  of  the  impact  of  past  Foundation  activities,  the
external  evaluation  exercise  should  also  be  geared  towards  providing  a  forward  looking
analysis in support of the continuing development of the Foundation.

6

In view of the forthcoming external evaluation exercise, it was agreed that further meetings of
the  internal  Evaluation  Steering  Committee  would  be  postponed  until  the  outcomes  of  the
external  evaluation  are  known.  A  separate  ad  hoc  Steering  Committee  for  the  external
evaluation has been established.

The  internal  Committee  also  discussed  the  part  which  evaluation  should  play  within  the
Foundation in its role as a centre of expertise. The Committee suggested that the Foundation
should  move  from  a  product-based  evaluation  culture  to  a  process  of  continuous  quality
monitoring and assessment of activities which involves all Foundation staff.

This recommendation was taken forward by the Foundation in 2001 when the development of
a  Quality  System  started,  the  ultimate  goal  of  which  will  guarantee  customer/beneficiary
satisfaction through the development and delivery of Foundation products and services.

1.4. 

Foundation development

The contexts in which the Foundation operates are subject to rapid change, both in terms of
the  nature  of  the  services  requested  by  the  European  Commission  and  the  needs  and
aspirations  of  partner  countries.  Furthermore,  key  issues  which  relate  to  the  vocational  and
management  training,  labour  market  conditions  and  cultural  factors  all  continue  to  evolve
quickly, particularly in economies in transition.

The Foundation is well aware of the need to stay ahead of these developments and in 2001 put
in place a process of change which will ensure that its operations as a centre of expertise are
based on the latest understanding  of  the  implications  of  the  changes  which  shape  education
and training system reform, both in Europe and in partner countries.

Furthermore,  in  order  to  ensure  that  it  remains  at  the  forefront  of  service  to  partners
undergoing transition, the Foundation has put in place new arrangements to increase its know-
how. In 2001 three major themes were identified for special attention:

– 

– 

– 

vocational  training  in  the  context  of  lifelong  learning  –  in  particular  the  further
definition of the concept and implications for the implementation of action plans in
relevant countries/regions;

assessment and evaluation of progress in the reform of vocational training systems –
designing an assessment methodology and tools, including benchmarking;

development of training and  skills  at  the  enterprise  level,  particularly  in  relation  to
SMEs.

In addition to these measures, the Foundation of course continued to consolidate its expertise
in  other  important  and  core  areas  including:  teacher  and  trainer  training,  qualifications  and
standards, and labour market assessment.

7

2. 

THE FOUNDATION’S ACTIVITIES IN 2001

This  section  outlines  briefly  the  Foundation  activities  carried  out  during  2001.  To  be
consistent with  Work  Programme 2001 these activities are categorised under  four  headings:
obligatory  activities;  support  to  the  Commission;  information  gathering  and  analysis;  and
development activities. A tabular summary of these activities by region is at Annex I.

2.1. 

The candidate countries

2.1.1. 

Introduction

In  2001  the  Foundation  started  to  reduce  its  activities  in  the  candidate  countries,  having
already  finished  most  of  the  initiatives  managed  under  Phare  conventions  although  it
continues  to  support  the  Commission  in  the  assessment  of  Phare  proposals.  Subsequent
activities are mainly of an analytical and development nature, including policy advice to the
partner countries.

2.1.2.  Obligatory initiatives

In managing the remaining Phare activities the Foundation completed the financial audits of a
number  of  programmes.  The  final  HRD  programme  in  Romania  ended  with  a  seminar  in
Bucharest in May 2001.

The  Foundation  continued  to  implement  the  thematic  and  pilot  projects  which  had  been
launched  in  2000:  in  the  field  of  social  partnership  in  vocational  training  a  conference  in
Malmö  on  Lifelong  learning  and  social  dialogue  was  organised  with  the  support  of  the
Swedish  government;  on  the  issue  of  regional  labour  market  intelligence  the  Foundation
completed  a  survey  of  company  skills  which  led  to  other  candidate  and  Western  Balkan
countries expressing interest in undertaking similar surveys.

Maintaining its support to the growth and management of small and medium sized enterprises
(SMEs) the Foundation held events in Hungary, Bulgaria, Latvia and Brussels to disseminate
the  outcomes  from  an  earlier  initiative  on  entrepreneurial  training  for  SME  growth.  The
Foundation successfully concluded a number of other projects: on teacher and trainer training
in both Latvia and Lithuania; a second phase of a pilot project to establish a regional Training
Center in Lithuania; a number of school-based micro-projects in Romania; and a pilot project
on  developing  national  qualification  frameworks  in  Slovenia.  The  annual  meeting  of  its
Advisory Forum Regional Group for the candidate countries was held in Cyprus in September
2001.

8

2.1.3. 

Support to the Commission

On  behalf  of  DG  Employment  &  Social  Affairs,  the  Foundation  prepared  detailed
monographs on the vocational training, lifelong learning systems and employment services in
all  the  candidate  countries.  Work  has  advanced  in  the  Czech  Republic,  Slovenia,  Poland,
Hungary,  Estonia,  Malta  and  Cyprus.  DG  Enlargement  has  also  involved  the  Foundation
heavily  in  the  Phare  programming  in  several  countries,  particularly  Romania,  Hungary,
Poland, Bulgaria, Turkey and the Baltic States.

In  parallel  the  Foundation  updated  its  reviews  of  candidate  country  progress  in  vocational
education & training Reform. In Bulgaria, it was agreed that the Foundation would help the
European Delegation in the vocational education & training Labour Market project carried out
by the Ministry of Industry.

The Phare Special Preparatory Programme for the introduction of the European Social Fund
(ESF) to the candidate countries was managed by the Foundation in 1999/ 2000. As a follow-
up  to  this  activity  and  with  the  support  of  the  TAIEX  office  of  DG  Enlargement,  the
Foundation organised a special workshop aimed  at updating the National Training  Institutes
for  ESF,  established  in  each  country  during  the  original  programme,  with  the  latest
developments in the European Employment Strategy.

On  behalf  of  the  Commission,  a  management  training  initiative  is  being  carried  out  in
Bulgaria and the EU Delegation and Bulgarian Ministry of Economy are closely involved in
the implementation and development of the project which will end in 2002.

2.1.4. 

Information gathering and analysis

National Observatories continued to provide analytical services to the Foundation and a new
reporting system based on data requirements associated with accession was developed. In line
with Foundation policy, National Observatories were invited to launch a consultation process
leading  to  initial  development  plans,  which  will  identify  services  which  can  be  provided  to
stakeholders in a particular country. Discussions also started on how the Observatory function
can be achieved in Malta and Cyprus.

2.1.5.  Development activities

At the request of DG Education and Culture, the Foundation participated in the Commission’s
consultation  on  its  Memorandum  on  Lifelong  learning  in  the  candidate  countries.  The
Foundation  contributed  to  some  events  and  drafted  a  cross-country  analysis  of  the  reports
produced  by  each  candidate  country.  The  Foundation  also  initiated  pilot  activities  in  the
context of lifelong learning in the candidate countries, by supporting the reform of curricula
in Cyprus and by contributing to the establishment of a national system for qualifications in
Malta.

The  Foundation  also  prepared  a  document  on  eLearning,  which  was  tabled  at  the  fifth
conference of the European Ministers of Education held in Riga in June 2001.

9

2.2.  Western Balkans

2.2.1.  Obligatory Initiatives

The Foundation organised a number of conferences on the Integration of Work and Learning
which  attracted  considerable  participation  from  ministries,  social  partners,  researchers,
companies and education institutions from both South Eastern European (SEE) and candidate
countries.

Youth  unemployment  micro-projects  were  launched  in  Croatia  and  Montenegro  and  a
conference  to  disseminate  the  outcomes  to  other  countries  in  the  region  was  organised  in
November 2001.

A key task for the Foundation is to encourage co-operation amongst donors investing in the
region. The Foundation met senior officials from the EBRD and EIB to generate discussions
on how the Banks can better integrate the skills and  employment  agenda into their strategic
planning and operations.

Together with funding from the Swiss authorities the Foundation identified a regional tourism
skills project for SMEs which takes advantage of a Swiss-Croat bilateral project.

The  final  evaluation  of  the  Bosnia-Herzegovina  1997  programme  was  completed  and  the
report  published.  The  1999  programme  led  to  the  publication  of  the  White  Paper  on
vocational  education  &  training  reform  in  May  2001  and  a  series  of  seminars  for  school
teachers to consolidate the piloting of the new curricula.

The  joint  meeting  between  the  South  Eastern  Europe  Advisory  Forum  Regional  Group  and
Observatories in the region took place between 3-7 July in Bled, Slovenia. The meeting was
jointly organised and facilitated by the Slovene national authorities and the Foundation. The
main  objective  was  to  assess  needs,  priorities  and  approaches  for  the  reform  of  vocational
training  in  the  region  based  on  OECD  and  Foundation  reviews,  and  then  make
recommendations for Foundation Work Programme 2002.

2.2.2. 

Support to the Commission

Within  the  framework  of  the  OECD  Regional  Education  Policy  Review,  Foundation  staff
participated  in  the  work  of  policy  review  teams  to  assess  the  labour  market  and  vocational
education  &  training  situation  in  SEE  countries.  The  Foundation  prepared  a  draft  cross-
country  review  of  its  own  labour  market  and  vocational  education  and  training  reports  for
discussion at the Advisory Forum Regional Group meeting.

Country  reports  are  also  used  to  advise  the  Commission  on  targeting  assistance  to  Albania,
Bosnia-Herzegovina,  Croatia  and  FYROM.  In  Bosnia-Herzegovina,  Croatia,  FYROM  and
FRY – Serbia, the Foundation has designed vocational education and training reform projects
as an input to Commission project cycle, and is currently preparing a vocational education &
training reform project in FRY-Montenegro.

Staff development programmes for key decision-makers in the field of vocational education &
training have made steady progress in each country:

– 

In Albania the Foundation supported a  group of Albanian key actors in preparing a
Green Paper in the field of vocational education and training;

10

– 

– 

– 

In  Croatia  the  Foundation  helped  three  Croatian  expert  working  groups  on  (i)
decentralisation  and  financing,  (ii)  vocational  education  and  training  curriculum
reform and (iii) vocational education and training teacher training reform;

In FRY-Montenegro the Foundation held a seminar to develop recommendations for
future action in the area of vocational education and training, for the development of
a modern system which supporting economic development and social cohesion;

In  Kosovo  Foundation  activity  addressed  labour  market  information  collection,
analysis and reporting during 4 training sessions.

2.2.3. 

Information gathering and analysis

The Observatories in  the  region  reported  on progress towards EU integration in the  field  of
vocational education and training. In FRY-Serbia, an Observatory is being developed and will
promote and develop expertise in vocational education and training and labour market issues
from May 2002.

2.2.4.  Development activities

Following Commission requests to contribute to skills development in SMEs, the Foundation
has piloted a new approach in Croatia which integrates training and counselling with business
development services. The Foundation made use of its own experience in this field, and has
recently completed an assessment of training provision for managers in South Eastern Europe
and produced country reports for Croatia, Montenegro, Serbia and Bosnia and Herzegovina.

2.3. 

The Mediterranean Region

2.3.1.  Obligatory Initiatives

The  Foundation  held  the  annual  meeting  of  the  Mediterranean  Regional  Group  of  the
Advisory  Forum  on  28-29  June  in  Rabat,  Morocco.  The  meeting  was  organised  in  co-
operation  with  the  Moroccan  ‘Ministère  de  l'Emploi,  de  la  Formation  Professionnelle,  du
Développement Social et de la Solidarité’, and focused on two themes of special importance
for the region: improving the quality of training of trainers; and the production and analysis of
data and information – the Observatory function.

2.3.2. 

Support to the Commission

The  Foundation  has  continued  to  develop  activities  in  the  Mediterranean  region  where  the
Commission  makes  use  of  Foundation  expertise  to  support  the  development  of  the  MEDA
program. Events in the region have led to the reassessment of the relative importance of other
activities in order to accommodate new requests which include:

– 

– 

Project  identification  and  feasibility  studies  in  Egypt  and  Morocco  to  prepare  the
ground  for  Commission-funded  projects  in  the  field  of  vocational  education  and
training. Both exercises were launched in September 2001 and will be completed in
2002;

A  blueprint  for  a  regional  programme  on  training  for  employment;  guidelines  for
developing  sectoral  support  programmes  in  the  vocational  education  and  training
sector; identification of possible fields of joint activity with Israel as part of the EU-

11

Israel Association Agreement; and providing expert support in the context of a Social
Development Programme in Jordan.

At regional and sub-regional levels the Foundation has continued to develop activities aimed
at  promoting  the  gradual  convergence  of  vocational  education  and  training  policy  in  the
different countries:

– 

– 

A  conference  on  vocational  training  standards  in  the  Mashreq  region,  organised  in
Cairo in April 2001, brought together over 80 representatives from both public and
private  sectors  in  Egypt,  Jordan,  Syria,  Lebanon,  the  West  Bank  and  Gaza,
international  organisations  and  bilateral  donors.  This  demonstrated  the  value  added
by an external body such as the Foundation in encouraging co-operation between the
countries in the region;

The  second  ‘Rencontre  Manforme’  organized  in  Tunis  in  October  2001  brought
together various Tunisian stakeholders involved in the national vocational education
and training reform program, as well as representatives from Algeria and Morocco.

Acting as a catalyst at national level, the Foundation helped  a  range of Syrian stakeholders,
both public and private, to launch a multi-annual pilot apprenticeship scheme which,  for the
first time in Syria, brings together industrialists and public authorities in providing training.

Following  a  Commission  request  the  Foundation  produced  two  reports  which  offer  an
overview both of the national vocational education and training systems in Syria and Morocco
and the relationships between the vocational education and training system and the needs of
the labour market.  The  reports are  the  latest  in  a  series  which  the  Foundation  has  produced
since 1999 and  which include publications on  Algeria, Jordan,  Lebanon, Malta,  Cyprus  and
Turkey.

2.3.3. 

Information gathering and analysis

During  2001  the  Foundation  reviewed  existing  local  capacities  and  mechanisms  for
generating  information  and  forecasting  the  demand  for  training,  qualifications  and
employment  (the  ‘Observatory’  function).  The  first  phase  assessed  data  gathering  and
analytical  services  currently  available  in  Mashreq  countries.  The  Foundation  also  helped
Algeria to strengthen its capacity by creating a pilot network of the different local structures
which are currently active in this field.

2.3.4.  Development activities

The first phase of the activity aiming to develop teacher and trainer training strategies started
with field reports which assess the delivery of teacher training in Maghreb countries. This will
continue during 2002 and will cover all the Med Region.

In  the  field  of  management  training,  the  Foundation  disseminated  its  report  “Overview  of
management development support for SME growth in the Med Region” which is a summary
of actions for key players.

12

2.4. 

New Independent States and Mongolia

2.4.1.  Obligatory Initiatives

twinning  projects 

Four  National  Observatory 
involving  Phare  and  Tacis  National
Observatories and EU partners produced a number of useful outputs in 2001. These include:
training in strategic planning and project management in Georgia; comparative evaluation and
analytical  methodologies  for  measuring  the  impact  of  continuing  vocational  training  in
Moldova, Romania and the Ukraine; and tools which identify emerging key occupations and
skill needs in countries of Central Asia.

the  project  ‘Strengthening  partnerships  between  management 

During  2001 
training
institutions  and  companies’  produced  clear  recommendations  on  implementing  HR  policy,
conducting training needs assessment and carrying out a training plan. A complete ‘tool-kit’
for these activities was produced and will be widely disseminated during the second phase of
the project which began in December 2001.

The second  of  three phases  of the  Ukraine vocational  education  and  training  reform  project
produced a new curriculum while French and Italian partners continue to focus their support
to  the  four  agriculture  schools  of  the  Vinnitsa  region.  An  Austrian  partner  also  joined  the
project and provided assistance to tourism schools in the Odessa region.

The  second  phase  of  the  North-West  Russia  project  reached  a  successful  conclusion.  The
outcomes will be consolidated and then disseminated to other regions and beneficiaries.

2.4.2. 

Support to the Commission

In the second half of 2001 the Foundation assisted the Commission by contributing to terms
of  reference  for  TACIS-funded  projects  to  be  launched  in  the  year  2002.  For  example,  the
Foundation provided the Commission with the first draft of terms of reference for a vocational
education  and  training  reform  project  in  Kazakhstan;  based  on  work  carried  out  during  a
mission  to  Uzbekistan  in  April  2001,  the  Foundation  completed  in  September  the  terms  of
reference for the €2m TACIS-funded project ‘Development of Employment Opportunities in
Uzbekistan’;  and  the  Foundation  drafted  the  new  terms  of  reference  for  the  Managers'
Trainers  Programme  II  in  collaboration  with  EuropeAid.  In  addition,  and  based  on
consultation with both the Commission and the Russian Ministry of Education, the first draft
for the Delphi II terms of reference was also produced.

To  contribute  further  to  the  Commission’s  programming  process,  the  Foundation  analysed
and  subsequently updated  the  Commission  on  the  development  of  the  National  Doctrine  on
Education under preparation by the  authorities in Ukraine in co-operation with  international
donors.

2.4.3. 

Information gathering and analysis

The  work  of  the  Tacis  National  Observatories  continued  with  key  indicator  collection  and
dissemination, and the drafting of stocktaking reports. The external evaluation of the network
has  provided  individual  recommendations  for  the  Observatories  in  each  country  and  have
been taken into account in the new work plans for 2002.

13

2.4.4.  Development activities

During the first phase of the three-year project on Entrepreneurship in Education and Training
in  the  Russian  Federation  and  the  Ukraine,  pilot  schools  were  selected  and  change  agent
teams established in each. One of the main components of the project in 2001 involved two
programmes of ten weeks duration which aim to foster entrepreneurship in the organisation of
the school and in the classroom work of  the  teachers. Each school designed, developed  and
assessed a number of projects and the activities have set the scene for the second phase of the
project which will start early 2002.

A  course  on  the  evaluation  of  training  projects  was  designed  for  a  selected  group  of  NIS
participants and will be delivered on-line as a test of innovative learning methods.

2.5. 

Technical assistance to the Tempus programme

The  Foundation  continued  to  provide  technical  assistance  to  DG  Education  and  Culture  for
the  Tempus  Programme.  In  2001,  the  range  of  countries  eligible  to  participate  to  the
programme was widened to include the Federal Republic of Yugoslavia. All countries which
are  eligible  for  the  CARDS  and  Tacis  Programmes  are  able  to  participate  in  the  Tempus
Programme.

Under  the  present  phase  of  the  Programme  Tempus  contributes  to  the  reform  and
management  of  higher  education  institutions  through  targeted  projects  in  clearly  specified
areas. These include University Management, Curriculum Development, Institution Building,
and Networking and Mobility. In addition, Individual Mobility Grants (IMGs) are available to
all countries which are eligible under Tempus III.

In line with the general priority for the Stabilisation and Association Process and the Stability
Pact,  there  has  been  a  strong  emphasis  on  the  promotion  of  regional  co-operation  in  the
Western  Balkans.  Universities  in  South  Eastern  Europe  can  play  both  a  leading  role  in
promoting  mutual  understanding  across  cultural  and  ethnic  boundaries  and  enable  a  more
efficient  use  of  scarce  national  human  resources  by  increased  academic  co-operation  at  a
regional level.

In  2001  the  Commission  launched  a  fundamental  review  of  all  of  the  basic  documents  and
procedures involved in the management of the Tempus Programme with a view to updating,
streamlining and simplifying them wherever possible. The ETF was actively involved in this
review process.

2.5.1. 

Selection

In 2001, the deadline for Joint European Projects and Networking Projects (JEPs) applications
was March 1st and April 3rd for Individual Mobility grants. A total of 428 JEP and 210 IMG
applications was received and selection meetings chaired by the Commission were held in a
number of partner countries.

2.5.2.  Tempus CARDS - Joint European Projects and Networking Projects

In response to the Tempus III call for Albania, Bosnia and Herzegovina, Croatia, the Federal
Republic  of  Yugoslavia  and  the  Former  Yugoslav  Republic  of  Macedonia,  a  total  of  161
applications  was  received.  The  number  of  applications  for  multi-country  projects  which
involve more than one CARDS country increased significantly from 12 in 2000 to 57 in 2001.

14

2.5.3.  Tempus Tacis - Joint European Projects and Networking Projects

In  response  to  the  Tempus  III  call  for  Kazakhstan,  Kyrgyzstan,  Moldova,  the  Russian
Federation, Turkmenistan, Ukraine and Uzbekistan, a total of 267 Joint European Project and
Networking Project applications were received, of which 20 were multi-country projects.

2.5.4. 

Individual Mobility Grants

A total of 210 applications were processed:

– 

– 

– 

2 applications were ineligible;

93 applications covered mobility both to and from Albania, Bosnia and Herzegovina,
Croatia,  the  Federal  Republic  of  Yugoslavia  and  the  Former  Yugoslav  Republic  of
Macedonia;

115 applications covered mobility both to and from Tacis partner countries.

2.5.5.  Monitoring

Monitoring activities in both Tempus Phare and Tempus Tacis covered the standard functions
of contract management, desk and field monitoring. A total of 1,100 reports were received in
2001.

– 

Contract management

Annual grants were issued for current Tempus projects. A Commission-led review of
the  contract  documents  and  annexes  finished  in  2001  when  a  common  contract
model was approved for both CARDS and Tacis projects, and the guidelines for new
projects  in  the  use  of  the  grant  have  also  been  aligned.  At  the  Commission's
instigation, reporting documents have been simplified and reduced in length.

– 

Desk monitoring

Several  hundred  Phare,  CARDS  and  Tacis  projects  were  followed  and  received
advice from the different country desks. 1,626 letters were received in 2001.

The assessment of the Annual, Final and Progress reports of Tempus Phare, CARDS
and Tacis JEPs for the different contractual years (from 1998 to 2001) continued. In
2001, 975 reports were assessed.

– 

Field monitoring

In 2001, the National Tempus Offices and the Foundation’s Country Desks made 87
field-monitoring  visits  to  Tempus  Phare  and  CARDS  projects  -  84  carried  out  by
NTOs  and  3  by  the  Foundation.  Information  and  training  meetings  for  Tempus
practitioners  were  held  in  Hungary,  Bosnia  and  Herzegovina  and  the  Russian
Federation.

2.5.6.  Computer development

At the request of the Commission, and in collaboration with the Foundation’s Computer and
Technical Services Unit, “online” application forms were developed and tested in 2001 and e-

15

application  forms  should  be  available  to  IMG  applicants  by  June  2002.  This  facility  will
eventually be available to JEP applicants.

A  computerised  reporting  tool,  Business  Object,  has  been  adapted  to  Tempus  needs;  this
permits  the  production  of  statistics,  reports  and  project  fiches  for  selection,  monitoring  and
information purposes.

2.5.7. 

Information and publications

– 

Information material completed in 2001:

Title

Languages

Media

Tempus III Brochure

EN,FR,DE,RU Paper & WWW

Tempus CARDS Project Lists 2000 EN

Successful project fiches

Tempus TACIS Project Lists 2000

EN

EN

Tempus 2000 Annual report

EN,FR,DE

WWW

Paper

WWW

Paper

The existing internet web site has been updated and contains new  categories  which
include pages on “Selection 2000” and  “On-going Selection 2001”. These  domains
contain the latest information for project partners and candidates together with an on-
line survey.

– 

Under  the  guidance  of  the  Commission,  work  started  in  2001  on  the  production  of
Tempus information material as follows:

– 

– 

– 

– 

A major re-drafting of the Guide for Applicants in such a way as to avoid any
major revisions for the rest of the lifetime of the Tempus III programme

At the request of the Commission, an external contractor was commissioned to
draft a study on the achievements of the Tempus programme in the candidate
countries.

A publication resulting from 3 regional Tempus seminars;

New “Tempus at Work” sheets.

2.5.8. 

Special events

The Foundation supported the Commission in the organisation of:

– 

– 

– 

joint  National  Tempus  Office  (NTO)  /  Tempus  Information  Point  (TIP)  /  National
Contact Point (NCP) meeting in Brussels - 9-12 March 2001;

seminar  in  Tirana,  Albania  on  “Networking  and  Regional  Co-operation”  -  23-25
April 2001;

NTO/TIP/NCP meeting in Brussels - 11-15 October 2001. The Foundation prepared
training material and helped train NTOs and TIPs on project design, in particular the
analysis of needs.

16

The  Foundation  was  also  represented  at  Tempus  Committee  meetings  organised  by  the
Commission in July and December 2001; and at closing meetings organised by NTOs in the
candidate countries.

17

3. 

CO-OPERATION WITH OTHER EU AGENCIES

The  Foundation  continues  to  work  closely  with  other  EU  agencies  on  issues  of  common
interest.  The  Director  of  the  Foundation  attended  the  two  meetings  of  heads  of  agencies  in
2001  during  which  items  of  mutual  concern  such  as  governance,  funding,  personnel  and
administrative issues were discussed.

For several years there has been close co-operation between the Foundation and CEDEFOP,
particularly  in  the  context  of  work  with  the  candidate  countries.  The  Foundation  aligns  its
activities  in  these  countries  with  the  requirements  of  the  overall  accession  process,  which
includes assisting the countries in their preparations for participation in Community Agencies
such as CEDEFOP. During 2001, Foundation and CEDEFOP Governing Boards agreed both
a  framework  for  the  co-operation  between  the  two  organisations  during  the  enlargement
process (GB01-015) and a list of joint activities (GB01-029 – REV) for the year 2002. Several
joint meetings between the two agencies took place throughout 2001.

In  2001  Eurydice,  CEDEFOP  and  the  Foundation  agreed  a  joint  co-operation  framework
which  appears  in  the  annual  work  programme  for  2002  of  each  organisation.  Closer  co-
operation is necessary not only because the widening of Community activities in the fields of
education  and  vocational  training  to  cover  the  candidate  countries,  but  more  especially
because within Europe these areas are rapidly becoming more integrated.

The Foundation also co-operates closely with most of the other Community agencies on such
issues as security and to take forward joint initiatives in computer and information technology
systems.  The  Foundation  participates  in  the  Common  Support  Service  Steering  Committee
consisting of  12 member  agencies  and  institutions which collaborate on  the  development of
the SI2 budgetary and financial management system.

18

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 2001 the subvention amounted to EURO 16.8 million.

The  Foundation  also  continued  to  manage  funding  from  the  European  Union’s  different
external assistance programmes. These funds were transferred via conventions signed with the
Commission  for  the  management  of  Phare/Cards  and  Tacis  programmes  on  behalf  of  the
Commission.  In  2001,  the  Foundation  handled  around  € 23  million  in  Phare  and  Tacis
convention  funds  for  vocational  education  and  training  projects  (see  Annex  3  for  further
details). The Foundation also provides technical assistance to the European Commission for
the Tempus programme and managed around € 136 million in Tempus Phare funds and € 80
million in Tempus Tacis funds (see Annex 4).

4.2. 

Budget execution

Following  the  Governing  Board’s  approval  of  the  “Mid-term  perspective  on  staff  resources
2002-2004”  in  November  2000,  the  Foundation  started  to  reduce  the  number  of  temporary
agents posts to achieve the target figure of 105 in 2002 (from 115  in 2001). Because of the
departure of several temporary agents and delays in recruitment and secondment of National
Experts  (item  1520),  savings  were  made  in  Personnel  costs  (Chapter  11).  The  Foundation
proposed the following four transfers between chapters in Titles 1, 2 and 3:

– 

– 

– 

– 

In order  to cover travelling  costs  linked  to  staff training, a  reallocation  of  € 30,000
was proposed from Training budget (item 1440) to Mission budget (item 1300);

A  transfer  of  € 6,000  from  Chapter  11  to  Chapter  25  (Governing  Board  meetings)
was proposed, to cover the higher cost of the first Governing Board meeting of 2001
as a consequence of participation by representatives from candidate countries;

A  transfer  of  € 150,000  was  proposed  from  Chapter  11  to  Chapter  30  (item  3040
“Translation  Costs”)  to  cover  the  retroactive  increase  in  prices  charged  by  the
Translation Centre;

A transfer of € 400,000 from Chapter 11 (Personnel costs) and 15 (National Experts
seconded)  to  Chapter  31  (Work  Programme  activities)  was  proposed.  This  transfer
covered  a  number  of  activities  related  to  the  Foundation’s  2001  Work  Programme,
reinforcing the impact of activities and developing further the Foundation as a centre
of expertise.

19

The  Governing  Board  approved  the  amending  budget  in  September  2001.  The  table  below
shows the state of execution of the budget (in Euro) at 31 December 2001

2001

Budget
(amended)

Committed

Paid

B

C

A

Automatic
carry-over

D

Total expenses

%

E=C+D

F=E/A

Title 1

10,186,000

10,170,920

9,745,597

356,753

10,102,350

Title 2

1,413,750

1,412,179

860,969

544,224

1,405,193

Title 3

5,200,250

5,195,822

2,442,837

2,723,157

5,165,994

TOTAL 16,800,000

16,778,921

13,049,403

3,624,134

16,673,537

99.18

99.39

99.34

99.25

4.3. 

Procurement

The  Foundation  manages  centrally  its  calls  for  tender  and  struck  99  contracts  and
amendments and issued 68 grants in 2001. The approach to contracting with the Foundation’s
National Observatories was amended. Two framework contracts for hiring temporary experts
in the field of vocational  training field were agreed. The Foundation’s Advisory Committee
on Procurement and Contracts (ACPC) met on eight occasions during  2001 and 13  dossiers
were processed.

4.4. 

Financial and management systems

In  collaboration  with  the  Foundation’s  Computer  and  Technical  Services  Unit  an  electronic
tool  for  capturing  procurement  data  (OSCAR)  was  launched  to  streamline  the  procurement
process.  The  Foundation  also  completed  the  first  development  phase  of  a  portal  for
consolidating  all  finance  and  procurement-related  data  in  line  with  the  Plan  of  Action
produced in 2000.

20

5. 

PERSONNEL

At  the  end  of  2001  the  Foundation  employed  some  102  temporary  agents.  Details  of  the
grading and nationality of staff can be found below.

5.1. 

Staffing and organisation chart

5.1.1.  Temporary agents

5.1.2.  Table A: The number of temporary agents in post on 31 December 2001 (by category

and nationality)

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

6

6

2

1

8

-

6

-

2

-

7

3

8

-

1

6

2

1

2

9

-

2

-

1

1

7

-

2

-

1

1

2

-

-

3

1

-

1

-

1

2

TOTAL

45

43

14

5

12

2

3

13

10

3

3

20

1

8

1

3

2

16

102

21

5.1.3.  Table B: Change in staffing profile in 2001

Grade

Situation on
31/12/2000

Departure

Recruitment

Situation on
31/12/2001

A

B

C

TOTAL

45

43

22

110

- 5

- 4

- 8

- 17

+ 5

+ 4

0

9

45

43

14

102

5.1.4.  Table C: The number and type of other staff employed in the Foundation at the end

of 2001

Local agents

National Experts on secondment

11

4

5.2. 

Personnel initiatives

In 2001 the Foundation:

– 

– 

– 

– 

– 

– 

Implemented the first promotion exercise for the Foundation staff;

Adopted  a  part-time  scheme  for  Foundation  staff,  in  line  with  the  Commission
guidelines and procedures;

Adopted  of  a  policy  on  the  use  of  support  staff  (Auxiliary  Agents  and  Temporary
workers or Interimaires);

Updated recruitment procedures;

Implemented the annual training plan for the European Training Foundation’s staff;

In collaboration with the Computer and Technical Services Unit, implemented a the
Foundation  implemented  a  personnel  database  (“SIC  Personnel”  the  standard  HR
database  used  in  the  Commission)  and  a  computerised  system  to  manage  Missions
(“SIC Mission” the standard mission database used in the Commission).

22

6. 

GOVERNING BOARD AND ADVISORY FORUM

6.1. 

Governing Board

The Governing  Board  of  the  European  Training  Foundation  met  twice  during  2001  -  on  13
June and 13 November. In addition to these formal meetings there was an informal Governing
Board seminar on 12 June to which representatives of the candidate countries were invited in
order to discuss issues around the planning and implementation of lifelong learning.

At the meeting on 13 June the Governing Board:

– 

– 

– 

adopted the operational guidelines and medium-term priorities of the Foundation as
set out in the document “Making the European Training Foundation work as a centre
of expertise” (GB01-013);

agreed  the  framework  for  co-operation  between  CEDEFOP  and  the  European
Training Foundation during the enlargement process (GB01-015); and,

took note of the draft Terms of Reference of the forthcoming external evaluation of
the European Training Foundation (GB01-014).

At the meeting of 13 November the Governing Board:

– 

– 

– 

– 

– 

– 

– 

approved the  Foundation’s  draft Work Programme  for 2002 (GB01-029)  and  noted
the  «Rolling  Framework for  Foundation Action in the Mediterranean Region 2002-
2004»;

approved  the  proposed  Draft  Budget  2002  (GB01-031)  subject  to  subsequent
approval by the Budgetary Authority;

approved the implementation of Article 21 of the Financial Regulation (GB01-033);

approved the preliminary Draft Budget 2003 (GB01-032);

granted  discharge  to  the  Director  of  the  European  Training  Foundation  for  Budget
2000;

granted  discharge  to  the  Accounting  Officer  and  the  Assistant  Accounting  Officer
European Training Foundation for operations relating to the revenue and expenditure
account for 2000; and

took  note  of  the  European  Training  Foundation  Human  Resource  Policy  and
Development Plan (GB01-034).

23

6.2. 

Advisory Forum

The principal function of the Advisory Forum is to deliver an opinion to the Governing Board
on the Foundation’s draft Work Programme for the following year.

The  Advisory  Forum  is  comprised  of  four  Regional  Groups  which  represent  Candidate
Countries;  South  Eastern  Europe;  the  New  Independent  States;  and  the  Mediterranean
partners.  For  the  first  two  years  of  the  Forum’s  three  year  life-span  these  Regional  Groups
each  meet  once  each  year.  In  the  final  year,  2003  there  will  be  a  plenary  meeting  in  Turin
which will bring together all four groups.

During  2001  all  four  Regional  Groups  met  to  review  progress  of  Foundation  strategy  and
activities in the particular region and to start the development of Work Programme 2002 by
offering at  an  early  stage  advice  on  the  needs  within  the  region.  Regional  Groups  meetings
took place in 2001 as follows:

New Independent States and Mongolia Regional Group– 24-26 June– Moscow;

Mediterranean Regional Group - 28-29 June - Rabat, Morocco;

South Eastern Europe Regional Group - 3-7 July - Bled, Slovenia; and

Candidate Countries Regional Group - 13-15 September – Nicosia, Cyprus

24

ANNEX 1: Table of operational achievements

Region: Candidate Countries - 2001 Achievements

COUNTRY/PARTNERS

ACTIVITIES

a1

A2

a3

1. Obligatory initiatives (3100)
Continuation of 2000 Projects
All countries

RO, BG, PL, EE, H, CZ, LT

Social partnership in VET

Capacity Building in National Observations (Nobs)/Regional Company skill survey
(some funds from 2000)

All countries (Except MT, CY and TR)

Best practices of SME growth

Management Training Networks

A4

LV - LT

Teacher and Trainer Training (with Finl, Dk)

A5

A6

A7

a8

LT

RO

TR

SLO

Regional Training Centre Development (Marijampole - with Finl, Dk)

CVT development at regional level (Constanta – With Fr, It, Belgium)

Employment Policies Conference (2000 Project postponed)

Assistance development National Qualification Structure

A9

All countries

Ministries of Education and Labour biannual meetings under EU Presidency

Phare Conventions

a10

a11

a12

(cid:1)

All countries (Except MT, CY and TR)

SPP Closure (final audit) – (ZZ.97.19)

LT

EE

VET & Management Training reform programme (final audits) – (LI-97.03.02.03 and
LI-97.04.01.02)

Higher education and Information Systems in Education Reform Programmes (final
audits) – (ES-96.22.02.01/ES-96.22.02.02)

Staff resources allocated but no title 3 budget

25

OUTPUTS

2001 BUDGET
(ETF)

(cid:1) 
(cid:1) 
(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 
(cid:1) 
(cid:1) 
(cid:1) 
(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

Social dialogue and LLL conference

5 national reports & synthesis report;
Debriefing and dissemination meeting

Dissemination in HU, BUL, LA and
Commission

Assessment of MT needs in LT, LV and
Hu & dissemination seminars;
Country and cross country reports;

handbooks on school development and
mentor training;
national strategies for teacher/trainer
training agreed;

Training Centre staff trained;

Regional pilot projects implemented;

conference prepared;

National Qualification Structure;

Format tested for 1 pilot sector;
Results disseminated;

conference (2002) prepared;

Final audit completed

Final technical evaluations and
financial audits completed

Final technical evaluations and
financial audits completed

(WP 2000)

90,000

(WP 2000)

(WP 2000)

100,000

50,000

50,000

40,000

(WP 2000)

60,000

---(cid:1)
(cid:2)
---

(cid:2)
---

                                                
a13

a14

RO

BG

Human resources development (RO-97.01.04.01)

Management Training Programme (BG-9908.01)

A15

All countries

Advisory Forum

SUB TOTAL

2. European Training Foundation – Support to Commission (3100)

a16

All countries (mainly RO, BG and TR)

Support on Phare Project cycle to EC and EC Delegation requests (programming and
monitoring phases) to Romania, Bulgaria and Turkey (with a small Human Resource
reserved for other Candidate countries)

a17

All countries

Review of Progress in VET Reform

A18

All countries (Except TR)

Monographs (including support to Employment Policy Review)

a19

a20

All countries

TR

SUB TOTAL

Leonardo da Vinci monitoring working group

Leonardo da Vinci preparatory measures

26

(cid:1) 

(cid:1) 
(cid:1) 
(cid:1) 

(cid:1) 

Ex-post evaluation and financial audit
completed

Inception report approved.
40 trainees selected and trained.
10 learning consortia created and
working plans defined

Regional sub-group meeting held in
Cyprus in September 2001

(cid:1)  Contributions to the programming

phase provided for POL, HU, Baltic
states, BG

(cid:1)  RO- Phare 2001 project on HRD; TORs
for Phare 2001vocational education &
training reform programme 2;
support to monitoring of twinning
project for elaboration of NEAP
(cid:1)  TUR: assistance provided to the

(cid:1) 

revision of TORs for Meda vocational
education & training programme;

(cid:1)  Seminar with TAIEX and DG

Employment.

(cid:1) 

“Review of progress in VET reform” to
DG Enlargement.

(cid:1)  First draft Monographs for CZ, SLO
submitted to DG Employment;
(cid:1)  Monograph in progress for POL, EE,

HU, MA, CY.

(cid:1)  First meeting - evaluation and
monitoring working group

(cid:1)  Postponed to 2002

(cid:2)
---

(cid:2)
---

40,000

430,000

---

(cid:2)
---

205,000

(cid:2)
---

Phare money

205,000

3. Information gathering and analysis (3110)

All countries

Nobs follow up

(cid:1)  External evaluation of NOs network

318,000

TR

MT, CY

Nob setting up

Information gathering and analysis

A21

SUB TOTAL

4. Development activities (3120)

a22

RO and BG (mainly)

Thematic Activities in the context of Phare on request of countries

SUB TOTAL

TOTAL

completed;

(cid:1)  New strategy and new reporting system

agreed with NOs;
(cid:1) 
2001 annual reports monitored and
(cid:1)  Preparation of first NO report started
(cid:1) 
Information and advice to teacher
training reform in CY;
Information and advice to national
qualification system in MA.

(cid:1) 

(cid:1)  ETF/CEDEFOP cooperation agreed;
(cid:1)  Consultation on the LLL Memorandum

supported;

(cid:1)  Cross-country analysis of outcomes of
consultation process for DGEAC;
(cid:1)  Document on eLearning for conference
of European Education Ministers in
Riga in June 2001

40,000

30,000

388,000

n.a

1,023,000

27

Western Balkans - Achievements in 2001

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

1. Obligatory initiatives (3100)

a23

ALB, BiH, BG, CRO, FYR, H, Kosovo, FRY, RO, SLO

Completion of Integration of Work and Learning - dissemination of experience in H and
SLO to countries in South East Europe

a24

CRO, FRY

Completion of youth unemployment micro-projects in Croatia and Montenegro.
Dissemination Conference to the other countries of the region took place in November
2001

A25

ALB, BiH, BG, CRO, FYR, Kosovo, FRY, RO, SLO

Support within Stability Pact framework including: technical assistance to HRD Working
Group, work programme co-ordination and development; project development; donor
identification and liaison; planning/follow-up with SP Brussels and Table II Working
Groups.

A26

a27

ALB, BG, BiH, FYR, FRY, RO, SLO

Support to Advisory Forum regional meeting

ALB

Support for implementation of Albanian-Italian SME skills development project. Funded
by the Italian government.

a28

FYR

Complete FYR 98 Convention

28

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

National conferences in H and SLO.
Round tables in all SEE countries and
short reports made available.
Closing conference organised in
Portoroz, SLO 17-18 June.

Partnership between schools,
employment offices and employers .
Training sessions for local stakeholders
and young unemployed.
Formal partnerships between schools,
local employment offices, local
authorities and employers.
Training sessions organised by Slovene
experts for the local stakeholders
Four-month training session for 28
young unemployed in Montenegro

(cid:1) 

(cid:1) 

Discussions with the EBRD and EIB
on employment agenda /planning
Regional tourism SME project
identified with Swiss funding
(cid:1) 
Regional learning exercise
(cid:1) 
HRD meeting in June in Turin.
(cid:1)  Meeting in Bled, SLO 4-7 July.
(cid:1) 
Financing secured from Italian
government
Activity operational in October 2001.

Outcomes presented at the Skopje
seminar in May 2001, together with the
OECD review of education system

(cid:1) 
(cid:1) 

2001 BUDGET
(ETF)

(WP 2000)

(WP 2000)

50,000

60,000

pm

---(cid:1)

a29

BiH

Management of BiH 97 Convention (evaluation and final report processing) Management
of BiH 99 Convention (management, evaluation and final report processing)

a30

ALB, BiH, BG CRO, FYR, Kosovo, FRY, RO

Management of Ecosoc project for development of social partnership in beneficiary
countries of the Stability Pact. This project forms part of the Stability Pact Quick Start
Measures funded by a Convention from the EU Commission.

SUB TOTAL

2. European Training Foundation support to Commission (3100)

a31

ALB, BiH, CRO, FYR, Kosovo, FRY

Annual LM-vocational education & training policy review reports. To include
assessment of progress of reform process; impact assessment of relevant EU and other
donor programmes.

a32

BiH, CRO, Kosovo, FRY

Preparation of indicative VET-Labour market reform programming documentation to
contribute to the definition of EU programmes for funding under CARDS. Once the
programme(s) have been launched, the Foundation will follow their progress with a view
to assessing their impact on the national policy framework.

(cid:1) 

(cid:1) 

Final evaluation report of the BiH 97
programme
Self assessment exercise held in SLO
in May.

(cid:1)  White Paper on VET reform Bosnia-

Herzegovina 99.

(cid:1) 
(cid:1) 
(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

Commission Convention.
Activity launched in July.
Study visit to Italy in September 2001

Policy review teams established.
Reports drafted for ALB, BiH, BG,
CRO, FYROM, FRY FRY-
Montenegro, Kosovo, RO, FRY-Serbia.
Cross-country review prepared and
discussed.

VET reform projects in BiH, CRO,
FYROM and FRY–Serbia implemented
VET reform project in FRY-
Montenegro prepared.
input to skills development components
within Commission enterprise developm
programmes in CRO, Kosovo and FRY-
Serbia.

A33

ALB, FYR

A34

CRO

Sector VET needs analysis in both Albania and FYROM leading to indicative
programming documentation defining VET/management training component in broader
context of EU sectoral reform programmes.
Follow up to needs analysis 2000, preparation of indicative programming documentation
for education and training reform and/or VET components of EU funded sectoral support
programmes.

CANCELLED

See A35 CRO

---(cid:1)

---(cid:1)

110,000

pm

pm

20,000

10,000

29

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

ALB: support to VET White Paper;
study visit in Italy and BG.
FRY-Montenegro: seminar for local
stakeholders in collaboration with
Observatories and Ministry of
Education.
Kosovo: local stakeholders provided
with labour market information
collection, analysis and reporting.
CRO: 3 working groups set up; round
table on Integration of Work &
Learning; seminar on VET sector
assessment; CRO-SLO VET policy
seminar.
Serbia: roundtable in Belgrade;
seminars with Ministry of Education &
Ministry of Labour

First draft of VET reports.
Observatory meeting in Turin;
agreement on format of Quarterly
Repts
Output based financing mechanisms for
Observatories developed.

200,000

230,000

273,000

273,000

A35

ALB, CRO, Kosovo FRY

Staff development programmes for key decision makers in the field of VET and labour
market to prepare for EU programmes.

SUB TOTAL

3. Information gathering and analysis (3110)

A36

ALB, BiH, CRO, FYR, Kosovo, FRY

Observatory Development & technical assistance

SUB TOTAL

30

4. Development activities (3120)

A37

Development of sector analysis strategy to identify policy and programme trends in LM
and VET.

All partner countries

Liaison with Commission services, other EU agencies, OECD, ILO and World Bank on
the development of methodologies and indicators for assessment, monitoring and
benchmarking of LM and VET policies

Development of standard methodological approaches and guidelines.

Promotion of the application of LM-VET monitoring methodologies in Partner countries
with a view of improving reporting systems

A38

ALB, BiH, BG, CRO, FYR, Kosovo, FRY, RO, SLO

Assistance to partner countries on request in developing monitoring methodologies
Development of advice and counselling activities for enterprises

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 

Interdepartmental meetings on sector
analysis strategy
Foundation seminar on “Sector
Analysis on Employment and
Training”
Regional framework and priorities for
SEE identified.

Participated in Foundation seminar on
“Sector Analysis on Employment and
Training”, with the WB, OECD, ILO,
EC representatives.

Seminar on development of peer
review approach to assessment of VET
system.

VET-LM assessment Reports as
background for OECD review.
VET country reports by Observatories.
Quarterly Reports on progress in VET-
LM related issues.

20,000

Training and counselling with business
development services
CRO operational plan for training in
SMEs.

60,000

31

A39

Western Balkans

A40

All partner countries

SUB TOTAL

TOTAL

Social inclusion.
Dissemination of micro projects on the "development of local partnerships for training
and employment of youth"
Promotion of the importance of partnerships for training and employment at local level to
the Western Balkan countries
Continuing Vocational Training (CVT). Follow up to WP 1999 and 2000 activities to
support mainly a) information gathering & analysis and b) the design of policy
frameworks and legislation in CVT.

(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

Regional conference in CRO on “the
development of partnerships for
training and employment of youth”

Second continuing vocational training
surveys in candidate countries
Conference in EE in March
Paper on “Embedding LLL in HRD
plans”.
Foundation publication “Creating a
framework for continuing VT in a LLL
context”.

40,000

20,000

140,000

753,000

32

Mediterranean Region – Achievements in 2001

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

1. Obligatory initiatives (3100)

A41

All countries

SUB TOTAL

Euro-med regional network of VET specialists (Regional meeting of Advisory Forum)

(cid:1)  Meeting in Rabat, Morocco, June 2001

2. European Training Foundation support to Commission (3100)

2001 BUDGET
(ETF)

43,681.74

43,681.74

A 43

All countries

A 45

All countries

A48

DZ

A50

EG

A58

MA

Assistance in the development of strategies and methodologies:
Preparation of guidelines for the development of Sectoral Support Programmes in the
vocational training sector (completion of WP 2000 action)
Identification/feasibility:
Assistance to Commission services in the design of a regional project on training for
employment (continuation of WP 2000 action)

Identification/feasibility:
Assistance to Commission services for project identification of MEDA VET reform
project

Identification/feasibility:
Assistance to Commission services for project identification of MEDA VET reform
project (Amended activity)

Identification/feasibility:
Assistance to Commission services for project identification of MEDA VET reform
project (New activity)

(cid:1) 

Guidelines submitted to DG RELEX

none

At the request of the Commission:
(cid:1) 

Concept paper to DG RELEX on
regional programme on ‘training for
employment’

(cid:1) 

Expertise support to Europe Aid for
identification and feasibility of MEDA
–funded VET reform project in DZ.
(cid:1) 
2000 activity completed.
As requested by Commission:
(cid:1) 

expertise provided to EuropeAid for
MEDA–funded vocational training
reform project in EG.
First round of missions and
Identification report
As requested by Commission:
(cid:1) 

(cid:1) 

provision of expertise to EuropeAid for
MEDA–funded vocational training
reform project in MO.
First round of missions and
identification report.

none

14,000

217,654.86

72,556

(cid:1) 

33

As requested by Commission
(cid:1) 

Capacity building of training
department at DEF in the frame of
MEDA-funded Social Development
Project in JO
Expertise provided on implementation
of counselling and training activities
for SMEs

Expertise support to DZ authorities on
mechanisms for
information and needs forecast on
training, qualifications
and employment.
Network of main stakeholders created
and protocol for joint work between the
Ministries of Labour and Vocational
Training signed.
Capacity building and provision of
expertise to DZ Ministry of Vocational
Training for new ‘baccalaureat
professionnel’

Second ‘Rencontres Manforme”
workshop on Tunisian VET system
reform with DZ & MA representatives.

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

72,500

68,345.91

69,100

A51

JO

A46

DZ

Partner countries capacity building:
Support to Development and Employment Fund (DEF) in Jordan (New Activity)

Partner countries capacity building:
Ad hoc technical assistance to support Vocational Training reform

A58

TN, DZ, MA

Partner countries capacity building:
Support to VET system reform in Tunisia (Manforme)

34

A55

A56

A57

SY

A58B

MA

SUB TOTAL

219,902.52

29,000

20,300

25,000

735,859.29

Partner countries capacity building:
Support to VET system reform Syria. 'Innovative practices in apprenticeship'

(cid:1) 
(cid:1) 

Project management team constituted.
Project validation /inception missions /
reports completed and approved by SY
cleared by Commission.
Study visits (x 2) for SY authorities to
Egypt & Denmark.
(cid:1) 
Kick-off seminar August in Damascus;
(cid:1)  Workshops on teacher training held in

(cid:1) 

Partner countries capacity building:
Ad-hoc technical assistance to support the Syrian Ministry of Education’s VET reform

VET /LM overview
Country Report: an overview of vocational education & training in Syria
VET /LM overview
Country Report: an overview of vocational education & training in Morocco

October;

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

Expertise provided on methodologies
for developing apprenticeship
curricula;
Job profiles defined for four pilot
specialities.

Report conclusions validated by SY
stakeholders

Report and recommendations

35

3. Information gathering and analysis (3110)

A59

JO, LB, EG, PS, IL, SY

SUB TOTAL

4. Development activities (3120)

A60

DZ, MA, TN

A63

All countries

SUB TOTAL

TOTAL

Stocktaking of existing local capacities and mechanisms for information and needs
forecast on training, qualifications and employment (the ‘Observatory’ function)

(cid:1) 

Stocktaking reports on Observatory
functions in Mashreq countries.

Innovative practice in teachers’ and trainers’ training

Management training for SME growth

(cid:1) 

Report and recommendations on
Maghreb countries
2000 activity completed.
ETF report on SME growth in the Med region
(EG, JO and LB cases) published and
disseminated.

114,500

114,500

45,696.30

7,444

53,140.30

1,019,681.33

36

New Independent States and Mongolia – Achievements in 2001

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

2001 BUDGET
(ETF)

1. Obligatory initiatives (3100)

A64

All countries

Regional meeting Advisory Forum

(cid:1)  Meeting in Moscow June 2001. Forum

60,000

a65

A66

A67

A68

Multi-country

KYR, KAZ, UKR

Tacis Convention II: "National Observatories twinning projects" and international
seminar on Life-long Learning in 2002 (LLL)

Labour Market Needs & Skills Development Programme co-ordination & selection

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

Strengthening Partnership between Management Training Institutes and Companies
Phase II
Training for Enterprise Development (TED) Co-ordination Phase III (KYR, KAZ, UZB) (cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

advice received.

4 twinning projects with consortia of
Phare/Tacis Observatories and EU
partners.

Publication & new project on VET
management and policy in RF, UZB,
KAZ, BEL.
Policy advice seminar on Labour Market
Forecasting
Second phase of ‘Core skills’ and ‘Social
Partnership’ projects launched in KAZ .
Assessment Based Competence project
launched.

Training plans for companies in
preparation.

Employer representatives visited
employer organisations in the UK.
Regular round tables in all three
countries.
Further training in KYR regions

(Tacis 350,000)

286,810

157,000

75,000

37

A69

a70

a71

a72

A73

a74

a75

RF

UKR

BR

Pilot Project “VET Reform in NW Russia” phase II

Dissemination pilot project NW Russia

Tacis DELPHI

Russian Managers’ Training Programme

Pilot project “VET reform in Ukraine”

Support to Bistro Project on donor co-operation

BI9801 Implementation of ‘Institutional Twinning Component’ of Civil Society
Development programme Belarus

a76

KYR

Monitoring of Tacis project “Establishment of a Training Fund”

38

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 
(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

30 new manuals, publications and set of
teaching materials.
Teaching materials fair.
SDP seminar on VET financing as
management tool.
Sectoral work (curricula, courses, training
materials, etc) completed.

Project proposal designed and agreed
with the Russian counterparts and 6 EU
donors.

New publications on VET , management
training and distance learning;
Dissemination of above.
Final Conference and final report.

Advice provided on relevance of training.
Input to Europa seminars, alumni
conferences and steering committees

LMA publication and dissemination in
Ukraine.
3 x teacher training seminars.
Curriculum for international truck driver
s.
Austria partnership in the Tourism
component.

Application developed and forwarded to
the delegation.

10/11 modules identified for the MBA,
Teams of EU experts and teachers
established,
Study tour to Italy

Team Leader participated in the Tacis
Twinning Project “Identification of Key
Occupations”.
Kyrgyz National Observatory participated
in preparing the first employment review.

150,000

P.M.

(Tacis
6,000,000)

(Tacis)

100,000

P.M.

(Tacis
1,200,000)

(Tacis
1,000,000)

a77

UZB

EDUZ9803 Tacis Assistance to the reform of vocational education

SUB TOTAL

2. European Training Foundation support to Commission (3100)

a79

RF, UKR, MOL, UZB, KAZ, KYR

Support to Tacis Programming

SUB TOTAL

3. Information gathering and analysis (3110)

All countries

Tacis National Observatory meetings

Key Indicators and comparative analysis publications

RF, UKR, MOL, UZB, KAZ, KYR, ARM, BR, GEO, MNG Operational costs of National Observatories

Evaluation Tacis Nobs

A80

SUB TOTAL

(Tacis
1,000,000)

(cid:1) 

(cid:1) 

(cid:1) 

19 manuals developed and used in pilot
schools.
Enterprises from the pilot regions
involved in the schools.
Foundation contribution to official
standards methodology.

(cid:1)  Modular education provided and colleges

exemplify best practice.

(cid:1) 

(cid:1) 
(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 

(cid:1) 

New Terms of Reference (TOR) for
Management Training Project 2
TOR for Delphi 2 produced.
TOR for Kazakh VET reform project.
TOR for the project “Development of
Employment Opportunities in
Uzbekistan”.

Tacis National Observatory network
meeting in Turin, March 2001.

Key Indicator report in progress.
5 stocktaking reports by Tacis
Observatories (ARM, BEL, MON, RF,
NWR).

Evaluation ended September 2001.

National Observatories implemented
activities according to their work plans.
Remaining 6 stocktaking reports drafted
and discussed with Foundation
programme managers (GEO, KAZ, KYR,
MOL, UKR, UZB).

828,810

P.M.

P.M.

55,000

47,000

45,000

164,404

311,404

39

4. Development activities (3120)

A81

A82

All countries

Dissemination and ODL

Support to Associations of Management Training (RABE, CAMAN)

A83

RF, UKR

Entrepreneurship in Education and Training (pilot projects)

A84

RF, UZB

SUB TOTAL

TOTAL

Donor co-operation seminar

(cid:1) 
(cid:1) 

(cid:1) 

(cid:1) 
(cid:1) 

(cid:1) 

Course and delivery plan.

Expert advice on preparation of Bistro
application on MBA accreditation system
in Kazakhstan provided to CAMAN.
RABE seminar held for Russian
managers and training providers.

Inception report; pilot schools selected.
Change agent team established in each
pilot school.

Seminar in UZB in October.

25,000

15,000

125,000

15,000

180,000

1,321,214

40

2001

ANNEX 2: Table of budgetary and non budgetary resources

BUDGETARY RESOURCES (Euro)

NON BUDGETARY RESOURCES euro

ACTIVITY

Staff
number

Staff

costs

Administra
tion &
infrastruct
ure

Operational
costs

TOTAL

(missions
included

BUDGET

Conventions

Tempus

Donor co-
operation

TOTAL

non budgetary

Administrative Support

Organisational Support

Candidate Countries

Western Balkans

Tacis

MEDA

Transversal activities

Tempus

TOTAL

(Title 1)

 (Title 2)

(Title3)

(Title 1+2+3)

28.0

11.5

16.0

11.5

14.5

11.5

8.0

30.0

1,945,091 1,407,750

894,336

1,336,150

940,450

1,169,950

925,750

621,800

2,358,473

25,050

250,846

1,287,250

857,500

1,198,154

1,034,450

487,000

60,000

3,377,891

1,145,182

2,623,400

1,797,950

2,368,104

1,960,200

1,108,800

2,418,473

12,723,360

650,000

8,084,246

4,450,000

30,682,792

410,000

900,000

701,200

13,133,360

9,634,246

35,833,992

131.0

10,192,000 1,407,750

5,200,250

16,800,000

5,100,000

51,490,398

2,011,200

58,601,598

41

ANNEX 3: Table of Phare and Tacis conventions

Commission Budget line
Reference

Commission
Contract number

Description

Total grant

Overall
commitment %

Deadline for
commitment

Overall
disbursement

Overall
disbursement
%

Deadline for
dibursement

Extension for
final audit &
evaluation

Management

1. Royaumont Project

B7-700/200/T

E
R
A
H
P

2. BH-9904.01.01

3. MA-97.03

99-0401

98-0026

Promotion  of  the  Culture  and
Practice  of  Social  and  Civil
Dialogue
Vocational  education  &  training
programme

Integrated vocational education &
training FYROM

484,869.00

30.85%

30.06.2002

64,292.46

13.26%

31.12.2002

 30.06.2003

Centralised

570,000.00

99.99%

30.04.2001

419,944.00

73.67%

30.04.2001

 31.08.2002

Centralised

2,800,000.00

99.55%

 31.12.1999

2,264,079.39

80.86%

 31.12.2000

 30.06.2001

Centralised

Total 1

3,854,869.00

2,748,315.85

Commission Budget line
Reference

Commission
Contract number

Description

Total grant

Overall
commitment %

Deadline for
commitment

Overall
disbursement

Overall
disbursement
%

Deadline for
disbursement

 Extension for
final audit &
evaluation

Management

4. DELPHI

5. EDUZ 9803

98-0320

99-0222

S
I
C
A
T

6. NOB's 2 (if other tables)

00-0038

of  Educational
Development 
Links  and  Professional  &  Higher
Education Initiatives
Assistance 
Vocational 
Uzbekistan
Tacis  National  Observatory 
Phase 2

the  Reform  of
in
Education 

to 

-

6,000,000.00

98.32%

 31.12.2000

4,987,353.64

83.12%

31.12.2001

Centralised

1,000,000.00

99.88%

 06.10.2001

612,994.78

61.30%

30.06.2001

Centralised

350,000.00

100.00%

 31.12.2001

170,166.00

48.62%

29.06.2002

Centralised

7. BI9801

8. Bistro

Total 2

TOTAL 1 + 2

00-0281

Civil 
programme contract

Society 

Development

1,250,000.00

100.00%

 20.12.2001

 301,765.00

24.14%

20.12.2002

Centralised

BIS/99/092/005 Addressing the Training Needs of
the  Managers 
the  Russian
Managers' Training Programme

in 

99,942.00

89.69%

 24.03.2000

 89,636.01

89.69%

24.12.1999

Centralised

8,699,942.00

12,554,811.00

6,161,915.43

8,910,231.28

42

ANNEX 4: Table of Technical Assistance to the Tempus Programme

Commission Reference

Description

Date signed

Total grant

End of convention

Management

Tempus II & III Phare (TA)

Technical assistance Tempus Phare 2000

Tempus II & III Cards(TA)

Technical assistance Tempus Cards 2001

24/03/00

27/04/01

810,000.00

31.05.2001

Centralised

600,000.00

31.05.2002

Centralised

Total 1 Running

1,410,000.00

Commission Reference

Description

Date signed

Total grant

End of convention

Management

Tempus II Phare (TA)

Technical assistance Tempus Phare 97

Tempus II Phare (TA)

Technical assistance Tempus Phare 98

Tempus II Phare (TA)

Technical assistance Tempus Phare 99

22/01/97

31/03/98

16/03/99

930,000.00

31.05.1998

Centralised

930,000.00

31.05.1999

Centralised

850,000.00

31.05.2000

Centralised

Total 2 Over

2,710,000.00

Commission Reference

Description

Date signed

Total grant

End of convention

Management

Tempus II & III Tacis (TA)

Technical assistance Tempus Tacis 2000

Tempus II & III Tacis (TA)

Technical assistance Tempus Tacis 2001

24/03/00

27/04/01

 675,000.00

31.05.2001

Centralised

 675,000.00

31.05.2002

Centralised

Total 3 Running

1,350,000.00

/

S
D
R
A
C
E
R
A
H
P

E
R
A
H
P

S
I
C
A
T

43

S
I
C
A
T

Commission Reference

WW 94.03/02.02/B003
(Closed account)
Tempus II Tacis (TA)
(Closed account)
Tempus II Tacis (TA)
(Closed account)
Tempus II Tacis (TA)

Total 4 Over

GRAND TOTAL 1+2+3+4

Inform.,dissemin.,monitor.

Description

Technical assistance Tempus Tacis 97

Technical assistance Tempus Tacis 98

Technical assistance Tempus Tacis 99

Date signed

10/11/95

Total grant

End of convention

Management

577,000.00

10.11.1997

Centralised

22/01/97

31/03/98

14/01/99

624,360.00

31.12.1997

Centralised

675,000.00

31.03.1999

Centralised

675,000.00

31.05.2000

Centralised

2,551,360.00

8,021,360.00

44

ANNEX 5: Organigramme

Director
Peter de Rooij

1 January 2002

Deputy Director
Livio Pescia

Deputy Director
Ulrich Hillenkamp

Planning, Monitoring and

Evaluation Unit
Peter Greenwood

MEDA

-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-FRY-
HRV-RO-SLO-TR]

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

TEMPUS

Olivier Ramsayer

Jean-Raymond Masson

Arjen Vos

NN

Marleen Voordeckers

Management
Training Unit
Robert Teunissen

Administration
and Central Services
Markku Junkkari

Development Unit
Anthony Gribben

Personnel
Unit

Finance &
Legal Unit

Andrea
Lorenzet

NN

Computer and
Technical
Services Unit

Information &
Communication
Unit

Ian Cumming

Gisela Schürings

45

ANNEX 6: Members of the Foundations Governing Board

European Commission

Mr Nikolaus VAN DER PAS

Chairman

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

Austria

Member

Austria

Alternate

Belgium

Member

Denmark

Alternate

Finland

Member

Finland

Alternate

France

Member

DG Enlargement

European Commission

Mr Karl WIECZOREK

Bundesministerium für Wirtschaft und Arbeit

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

Ms Merete PEDERSEN

Chief Advisor Department of Vocational Training and Education

Ministry of Education - Undervisningsministeriet

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

46

France

Alternate

Germany

Member

Germany

Alternate

Greece

Member

Greece

Alternate

Italy

Member

Ireland

Member

Ireland

Alternate

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 - Übergeifende Fragen der EU; Bildungspolitische
Zusammenarbeit

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 Uberto VANNI D'ARCHIRAFI

Capo dell'Ufficio VI

Direzione generale per i paesi dell'Europa

Ministero degli Affari Esteri

Mr Eugene FORDE

Principal Officer

Labour Force Development Division

Department of Enterprise, Trade and Employment

Mr Thomas MURRAY

Assistant Principal Officer

Labour Force Development Division

Department of Enterprise, Trade and Employment

Luxembourg

Member

Prof Gilbert ENGEL

Professeur-ingénieur

Ministère de l'Education Nationale, de la Formation Professionnelle et des
Sports

47

Luxembourg

Alternate

Netherlands

Member

Netherlands

Alternate

Portugal

Member

Portugal

Alternate

Spain

Member

Spain

Alternate

Sweden

Member

Sweden

Alternate

Ms Edith STEIN

Attaché économique

Chambre de Commerce du Grand-Duché de Luxembourg

Mr Arie IJZERMAN

Director of International Policy

Ministerie van Onderwijs, Cultuur en Wetenschappen

Mr Erik Marco VAN BOSTELEN

Ministerie van Onderwijs, Cultuur en Wetenschappen

Europaweg 4

Mr José Joaquim LEITÃO

Departamento de Formação Profissional

Instituto do Emprego e Formação Profissional (IEFP)

Mr Francisco CANEIRA MADELINO

Instituto do Emprego e Formação Profissional (IEFP)

Ms María José MUNIOZGUREN LAZCANO

Consejera Técnica de la Subdirección General de Formación Profesional

Ministerio de Educación Cultura y Deporte

Ms Rosario MARTÍN HERRANZ

Jefe del Servicio de Metodología y Evaluación

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

Ms Franki ORD

Member

Head of EU Training Policy

European Union Division - Department for Education and Employment

United Kingdom

Alternate

Ms Melanie SPEIGHT

EU Co-ordinator

Central and South East Europe Department

Department for International Development

48

ANNEX 7: Table of the Foundation events during 2001

Date

Event

Location

Organiser

14-16

Regional Skills Training Seminar

Turin, Italy

ETF

22-23

Documentary Information Network

Thessaloniki,
Greece

CEDEFOP

JANUARY

FEBRUARY

1

2-3

Meeting with World Bank

Turin, Italy

ETF/WB

Post-communist  transition  ten  years  later.  Challenges  and  outcomes  for
Europe and the role of CEI

Forlí, Italy

Italian Ministry of
Foreign Affairs

5-7

Sector analysis seminar

Turin, Italy

ETF

MARCH

5

13

19

Dissemination Seminar on Entrepreneurial training for the growth of SME's -
Lessons from Central and Eastern Europe

Sofia, Bulgaria

ETF

Dissemination Seminar on Entrepreneurial training for the growth of SME's -
Lessons from Central and Eastern Europe

Kaunas, Lithuania ETF

Meeting  of  the  national  co-ordinators  from  the  candidate  countries,  for  the
consultation process on the memorandum on lifelong learning

Brussels, Belgium ETF

21-23

Adult lifelong learning

Eskilstuna, Sweden Ministry of

Education and
Science

27

IWL round table

Zagreb, Croatia

ETF

27-30

Annual meeting of the Tacis National Observatories and Co-ordination Units Turin, Italy

ETF

APRIL

2-6

2-6

3

4-7

4-6

5

7-8

19

Assessing Management Training needs in Central and Eastern Europe

Kaunas, Lithuania CEEMAN/ETF

Assessing Management Training needs in Central and Eastern Europe

Riga, Latvia

CEEMAN/ETF

ETF/CEDEFOP Scenario Project - national seminar

London, UK

CEDEFOP/ETF

Annual meeting of the National Observatories - Candidate countries

Turin, Italy

Annual meeting of the National Observatories in South Eastern Europe

Turin, Italy

ETF

ETF

ETF/CEDEFOP Scenario Project - national seminar

Prague, Czech
Republic

CEDEFOP/ETF

Innovative practices in vocational education and training standards

Turin, Italy

ETF

ETF/CEDEFOP Scenario Project - national seminar

Warszawa, Poland CEDEFOP/ETF

23-25

Lifelong learning and social dialogue

Malmö, Sweden

ETF

23-25

Tempus regional seminar on regional cooperation and networking

Tirana, Albania

ETF

49

Date

24

24

Event

Location

Organiser

ETF/CEDEFOP Scenario Project - national seminar

Bonn, Germany

CEDEFOP/ETF

ETF/CEDEFOP Scenario Project - national seminar

Ljubljana, Slovenia CEDEFOP/ETF

14-16

FORUM 2001: Sustainable Development in the New Economy

Paris, France

OECD

MAY

21

Internal training on VET Standards

28-31

National Tempus Office Closing Conference

JUNE

12-13

Governing Board Meeting

17-19

IWL final conference

20-21

VET policy Seminar

28-29

HRD co-ordinators working group

28-29

MEDA AF regional meeting

Turin, Italy

Hungary

ETF

ETF

Turin, Italy

ETF

Portoroz, Slovenia ETF

Opatija, Croatia

ETF

Turin, Italy

Maroc

ETF

ETF

28-30

Fifth  European  conference  of  Ministers  of  Education  of  the  EU  member
states and the candidate countries

Riga, Latvia

ETF attendance

29

National Tempus Office Closing Conference

Czech Republic

NTO

SEPTEMBER

10-11

National Tempus Office Closing Conference

Slovakia

NTO

11

Dissemination  Seminar  on  "Methodology  for  identifying  Future  Skills  and
Key Occupations" 20th regional Meeting on VET reform in Central Asia and
the Caucasus in the frame of the GTZ project (National Observatories and AF
members involved)

Bishkek,
Kyrgyzstan

NOB Kyrgyzstan,
NOB Uzbekistan,
European Institute
of Education and
Social Policy in
Paris

13-15

Advisory Forum Accession Group Regional Meeting

Nicosia, Cyprus

ETF

17-18

National Tempus Office Closing Conference

Riga, Latvia

NTO

18-19

PHARE VET planning seminar for dissemination conferences

Sarajevo, BIH

18-25

Visit  of  Finnish  and  Latvian  Delegations  on  the  frame  of  the  project
"Developing Strategies for Knowledge Management"

Tiblisi, Georgia

PHARE VET
Office

National Board of
Education of
Finland, NOB
Georgia, ETF

19

21

ETF/CEEMAN survey project on "Assessing  management training  needs  in
CEE", stage 2

Budapest, Hungary International

Business School

ETF/CEEMAN survey project on "Assessing  management training  needs  in
CEE", stage 2

Kiev, Ukraine

International
Management
Institute

24-25

Seminar on VET policy

Belgrade, Federal
Republic of
Yugoslavia

ETF

50

Date

24-30

Event

Location

Organiser

Study Visit of Mongolian & Kyrgyz delegations in the frame of the  Project
"Anticipation of skills needs at regional level"

Prague, Czech Rep. NOB Czech Rep,

24-30

Study Visit of Mongolian and Kyrgyz delegations in the frame of the Project
"Anticipation of skills needs at regional level"

Dijon, France

Observatoire
Régional de
l'Emploi et de la
Formation
(OREF), NOB
Kyrgystan, NOB
Mongolia, ETF

NOB Czech Rep,
Observatoire
Régional de
l'Emploi et de la
Formation
(OREF), NOB
Kyrgystan, NOB
Mongolia, ETF

27-28

National Tempus Office Closing Conference

Sofia, Bulgaria

NTO

27-29

Seminar on Education Legislation for South Eastern European countries

Bled, Slovenia

30  Sep  -  7
Oct

Study Visit of Kyrgyz delegation to Employers Organisations in the frame of
the project "Training for Enterprise Development"

UK

OCTOBER

Centre for
Education Policy
Studies (CEPS),
University of
Ljubljana, Open
Society Education
Programs - South
East Europe
(OSEP-SEE)

Kyrgyz Team of
the project
"Training for
Enterprise
Development"

1-2

Scenarios and strategies conference

Tallinn, Estonia

ETF/CEDEFOP/N
OB Estonia

4-5

5-19

Training course in "Evaluating the impact of investments in HRD"

Turin, Italy

ETF

NW  Russia  VET  reform;  Study  visit  to  France  -  regional  VET  councils,
branch consultative councils

France

8-12

NW Russia VET reform; Study visit to Finland – school management boards Finland

Afpa, NW Russia
VET reform
project office

Aike
International,
NBE

1-10

Study visit on staff development by key Albanian VET actors

Bulgaria 
Greece

and

NOB Albania

11

12

15

Tempus NTP/TIP Meeting

Brussels

CEC/ETF

Visit of Commissioner of DG EAC - Viviane Reding

Torino, Italy

ETF

VET Reform in Ukraine Seminar

Kiev

NOB Ukraine,
ETF

51

Date

Event

Location

Organiser

16

Steering Committee "VET Reform in Ukraine"

Kiev

NOB Ukraine,
ETF

15-16

Monograph Meeting with experts Poland

Visit of International Leonardo Project Team

Innovative practices for training trainers

16

16

19

Turin, Italy

Turin, Italy

Turin, Italy

ETF

ETF

ETF

National Tempus Office Closing Conference

Bucharest, Romania NTO

21-23

Teacher training session

Damascus, Syria

ETF

22

Presentation  of  the  Results  of  Tacis  Observatory  evaluation  by  Igor
Filatotchev

Turin, Italy

ETF

25-27

Second Manform day

26

Kick-off meeting; Policy and Management in VET

Tunis, Tunisia

ETF/Ministry of
VET

St.Petersburg,
Russian Federation

Regional
Observatory

26-27

National Conference on Work and Employment

Zagreb, Croatia

Intercon Zagreb

30

Donor Co-operation

Tashkent,
Uzbekistan

NOB Uzbekistan,
ETF

30 
Nov

oct-9

Visit of Finnish delegation in the Frame of the project "Developing strategies
for knowledge Management.

Tiblisi, Georgia

NOVEMBER

National Board of
Education of
Finland, NOB
Georgia, ETF

5

5-7

Workshop on planning and developing the Observatory function in Algeria

Algiers, Algeria

ETF

Monograph Meeting with experts

Malta

ETF

5-12

Training of National Observatory Assistants on Project Management Cycle Almaty,

12-14

Second Annual Meeting of National Observatory Team Leaders

Kazakhstan

Almaty,
Kazakhstan

NOB Kazakhstan,
ETF

NOB Kazakhstan,
ETF

13

Governing Board Meeting

14-16

NTIs/TAIEX seminar

Torino, Italy

ETF

Lodz, Poland

TAIEX

14-16

Workshop on VET Management - how to use financing as management tool St.Petersburg,

15-17

Training on Identifying new Key occupations

Russian Federation

Bishkek,  Kyrgystan
(Uzbzkistan
involved as well)

NW Russia Vet
reform project
office, ETF

NOB Kyrgyzstan,
NOB Uzbekistan,
European Institute
of Education and
Social Policy in
Paris, ETF

16

Final Meeting of Tacis Programme Assistance to VET Reform

Tashkent,
Uzbekistan

FASS

52

Date

Event

Location

Organiser

16

Internal Training Session on Statistics

21-22

National Observatory meeting – Candidate countries

21-23-24 National Observatory meeting – Western Balkans

23-24

HRD Planning : Regional Skills Survey Meeting

Torino, Italy

Turin, Italy

Turin, Italy

Turin, Italy

ETF

ETF

ETF

ETF

26-27

Meeting of the European Forum for Quality of Vocational Training

Brussels, Belgium CEDEFOP

26-27

Expert  meeting  on  "Assessing  the  area  of  adult  education  in  central  and
eastern European countries"

Turin, Italy

ETF

30

30

Regional  conference  on  VET  against  social  exclusion  micro-projects
dissemination

Croatia

NOB Croatia

Brainstorming on "Skills Development for Enterprise"

Turin, Italy

ETF

13-14

Meeting on the Country Monograph – Hungary

17-18

Meeting on the Country Monograph – Malta

DECEMBER

NW Russia VET reform; Teaching Materials Fair

5

5

Turin, Italy

Turin, Italy

ETF

ETF

St. 
Petersburg,
Russian Federation

NW Russia Vet
reform project
office, ETF

Tempus Committee Meeting

Brussels, Belgium CEC

53

ANNEX 8: Table of the Foundation’s publications during 2001

Publication

Language

Country (where appropriate)

Annual report 2000

Work programme 2001-2003

DA DE EN ES FI FR GR
IT NL PT SV

DE EN FR IT RU

A comparative review of vocational education
& training and labour market developments in
South Eastern Europe

EN

Assessing management training needs in Central
and Eastern Europe - Ceeman

EN

Hungary, Latvia, Lithuania, Ukraine,
Cross country

Albania, Slovenia, Montenegro,
Croatia

FYROM, Croatia, Montenegro,
Bosnia

Algeria, Libya, Jordan

Egypt, Jordan, Lebanon

Creating a framework for continuing vocational
training in a lifelong context

EN

Current practices across Europe to assist in the
inclusion of Roma / gipsy population through
education and training and employment
opportunities

EN

Entrepreneurship in education and training

EN RU

Entrepreneurship in education and training
leaflet

EN RU

Factsheets SEE

EN

How to carry out qualitative labour market
assessments

EN RU

National observatory country reports (Candidate
countries, Western Balkans as well as the New
Independent States and Mongolia)

EN

National reports Meda

Overview of management development support
for small and medium sized enterprise growth in
the Mediterranean region

Rebuilding South Eastern Europe: manpower
implications for the construction section

Regional seminar on youth unemployment in
South Eastern Europe

FR/EN

EN / FR

EN

EN

54

Publication

Language

Country (where appropriate)

Review and lessons learned of Phare vocational
education & training reform programmes 1993-
1998

EN

Summary and analysis of the feedback from the
candidate countries on the Commission's
Memorandum on Lifelong learning

EN + FR DE only www Supporting document to the

Commission's Communication
'Making a European area of Lifelong
learning a reality'

Tacis key indicators 2000

Small and medium sized enterprise education
and training in South Eastern Europe (only
www)

National reports (only www)

RU

EN

EN

Bulgaria, Czech Republic, Estonia,
Hungary, Latvia, Lithuania, Poland
Slovenia

55

ANNEX 9: GLOSSARY OF COUNTRY CODES

Candidate Countries

Western Balkans

NIS & Mongolia

MEDA Countries and Territories

BG Bulgaria

ALB Albania

ARM Armenia

CZ Czech Republic

BIH Bosnia and Herzegovina

AZB Azerbaijan

DZ Algeria

EG Egypt

IL Israel

JO Jordan

LB Lebanon

MA Morocco

PS Palestinian Authority

SY Syria

TN Tunisia

European Union
Member States

A Austria

B Belgium

D Germany

DK Denmark

E Spain

F France

SF Finland

GR Greece

I Italy

IRL Ireland

CY Cyprus

EE Estonia

H Hungary

LV Latvia

LT Lithuania

MT Malta

PL Poland

RO Romania

L Luxembourg

SK Slovak Republic

NL Netherlands

SLO Slovenia

P Portugal

S Sweden

UK United Kingdom

TR Turkey

FYR Former Yugoslav

BR Belarus

Republic of Macedonia

GEO Georgia

CRO Croatia

KAZ Kazakhstan

FRY Federal Republic of

KYR Kyrgyzstan

Yugoslavia

MOL Moldova

MNG Mongolia

RF Russian Federation

TAD Tajikistan

TME Turkmenistan

UKR Ukraine

UZB Uzbekistan

56