Report from the Commission - European Training Foundation: Annual Report 2002
Date: 2004-01-06
Institutions: European Commission
Subjects: European Training Foundation, activity report

COMMISSION OF THE EUROPEAN COMMUNITIES

Brussels, 6.1.2004
COM(2003) 809 final

REPORT FROM THE COMMISSION

European Training Foundation:
Annual Report 2002

EN

  EN

   
TABLE OF CONTENTS

1.

1.1.

1.2.

1.3.

1.4.

2.

Introduction .................................................................................................................. 4

Role of the European Training Foundation (ETF)....................................................... 4

Structure of the ETF..................................................................................................... 5

The ETF ’s evaluation and quality assurance .............................................................. 5

ETF development ......................................................................................................... 6

ETF activities in 2002 .................................................................................................. 7

2.1.

The Mediterranean region ............................................................................................ 7

2.1.1.

Support to the Commission.......................................................................................... 7

2.1.2.

Information gathering and analysis.............................................................................. 8

2.1.3. Development activities................................................................................................. 8

2.2.

Western Balkans........................................................................................................... 9

2.2.1.

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

2.2.2.

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

2.2.3. Development activities................................................................................................. 9

2.3.

Eastern Europe & Central Asia .................................................................................. 10

2.3.1.

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

2.3.2.

Information gathering and analysis............................................................................ 10

2.3.3. Development activities............................................................................................... 11

2.4.

Candidate countries.................................................................................................... 12

2.4.1.

Support to the Commission........................................................................................ 12

2.4.2.

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

2.4.3. Development activities............................................................................................... 13

2.5.

Technical assistance to the Tempus programme........................................................ 13

2.5.1.

Selection of Tempus CARDS, Tacis and MEDA Joint European Projects ............... 13

2.5.2.

Selection of Tempus CARDS and Tacis Individual Mobility Grants (IMG) ............ 14

2.5.3. Monitoring.................................................................................................................. 14

2.5.4. Computer development .............................................................................................. 14

2.5.5.

Information and publications ..................................................................................... 15

2.5.6.

Special events............................................................................................................. 15

3.

Co-operation with other EU agencies ........................................................................ 16

2

 
4.

4.1.

4.2.

4.3.

4.4.

5.

Financial report .......................................................................................................... 17

Funding sources ......................................................................................................... 17

Budget execution........................................................................................................ 17

Procurement ............................................................................................................... 18

Financial and management systems ........................................................................... 18

Personnel .................................................................................................................... 19

5.1.

Staffing and organisation chart .................................................................................. 19

5.1.1.

Temporary agents....................................................................................................... 19

5.1.2.

Table A: The number of temporary agents in post on 31 December 2002 (by category
and nationality)........................................................................................................... 19

5.1.3.

Table B: Change in temporary agent staffing profile during 2002 ............................ 20

5.1.4.

Table C: The number and type of other staff employed in the ETF at the end of 200220

5.2.

Personnel initiatives ................................................................................................... 20

6.

6.1.

6.2.

Governing Board and Advisory Forum...................................................................... 21

Governing Board........................................................................................................ 21

Advisory Forum ......................................................................................................... 21

6.2.1.

Eastern Europe and Central Asia (EECA) Regional Group–13-15 June –Kyrgyzstan;22

6.2.2.

South Eastern Europe Regional Group – 20-21 June –Montenegro;......................... 22

6.2.3. Candidate countries Regional Group – 6-8 October, Bulgaria .................................. 22

ANNEX 1: Table of operational achievements........................................................................ 23

ANNEX 2: Table of budgetary and non budgetary resources 2002 ........................................ 36

ANNEX 3: Table of Phare and Tacis conventions 2002 ......................................................... 37

ANNEX 4: Table of Technical Assistance to the Tempus Programme 2002 .......................... 38

ANNEX 4A: Table of Tempus Grants 2002 ............................................................................ 40

ANNEX 5: ETF Organigramme – 31 December 2002 ............................................................ 42

ANNEX 6: Members of the ETF Governing Board 2002 ....................................................... 43

ANNEX 7: Table of ETF events during 2002.......................................................................... 49

ANNEX 8: Table of ETF publications during 2002 ................................................................ 52

ANNEX 9: Glossary of country codes ..................................................................................... 55

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1. 

INTRODUCTION

1.1. 

Role of the European Training Foundation (ETF)

In line with EC policy and operational priorities, the ETF supports the reform of vocational
education and training 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 External Relations; Enlargement; Employment  and Social Affairs;  the EuropeAid  Co-
operation  Office  and  DG  Education  and  Culture,  the  ETF  DG  de  tutelle).  Services  are  also
provided  to  EC  Delegations  in  the  partner  countries  and  to  the  European  Agency  for
Reconstruction.

Services  are  delivered  in  four  main  geographical  blocks  across  three  continents:  the
Mediterranean partners1; the countries of the Western Balkans2; Eastern Europe and Central
Asia3; and the Candidate countries / future Member States4.

The  ETF  is  a  centre  of  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 ETF 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-operate with other 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 ETF
does  not  offer  standard  products  or  processes  but  takes  a  “tailor-made”  approach  to  the
individual partners.

Wherever  possible  the  ETF  works  at  the  systemic  level  to  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 ETF also provides technical assistance to the Commission for the Tempus programme.

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 ETF activities for Candidate countries/future Member States (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.

4

 
                                                
1.2. 

Structure of the ETF

The  ETF  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
European Commission. The Governing  Board meets to discuss and approve the ETF annual
work programme and budget and is also consulted on issues relevant to the strategic direction
and management of the ETF.

The  Governing  Board  is  supported  by  the  Advisory  Forum,  a  body  of  over  100  vocational
training specialists drawn from Member States, the partner countries, social partner and other
international organisations. The main role of the Forum is to provide advice to the ETF and its
Governing  Board  on  the  preparation  of  the  ETF  annual  Work  Programme.  The  Forum  also
serves  also  as  an  exchange  network  enabling  good  practices  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 ETF reports to the Governing Board and  chairs the Advisory  Forum. In
2002  he  was  supported  by  around  100  Temporary  Agent  staff  in  the  implementation  of  the
Work Programme which was based on the ETF budget of € 16.8 million for that year.

The  ETF  is  organised  on  a  geographic  basis  with  three  departments  which  cover  the  future
Member  States  and  the  Western  Balkans;  Eastern  Europe  and  Central  Asia;  and  the
Mediterranean region. A separate department manages the technical assistance to the Tempus
programme which the ETF provides for the Commission. In the field of management training,
activities were co-ordinated by the Management Training Unit, which works in co-operation
with  the  geographical  departments.  Underpinning  all  ETF  operations  is  the  Administrative
and Central Services Department which provides technical and administrative support to the
organisation as a whole.

1.3. 

The ETF ’s evaluation and quality assurance

During  2002  the  ETF  benefited  from  a  number  of  internal  and  external  analyses  of  its
strengths, weaknesses and development needs.

As  required  by  the  ETF  Regulation  (EC)  1572/98  and  with  help  from  external  experts,  the
European Commission undertook a tri-annual evaluation of the effectiveness & efficiency of
the  ETF.  In  May  2003  the  Commission  presented  the  results  of  this  procedure  in  a
Communication to the European Parliament, the Council and the Economic and Social Affairs
Committee.

With external professional advice the ETF launched its own process to plan and manage the
continuing transition from an organisation dealing predominantly with project management to
an  expertise  organisation  providing  advisory  services  to  the  European  Commission  and
partner country administrations. This “change management” initiative produced a number of
recommendations (see 1.4 below) which have been incorporated into a series of action plans.
These  issues  will  be  taken  forward  in  an  ETF  action  plan  which  will  also  include
recommendations from the external evaluation exercise described above. Subsequent actions
will last until end 2003.

In  2002  as  an  integral  part  of  the  “change  management”  process  the  ETF  published  its
‘Strategy 2002-2004’ around which structured discussions with all departments and units on
the strategy  document took place.  In  the  move  towards  improving  quality  and  effectiveness

5

 
the main steps envisaged by the “change management” group on “Quality of Services” have
been implemented.

1.4. 

ETF development

The  contexts  in  which  the  ETF  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  ETF  is  well  aware  of  the  need  to  stay  ahead  of  these  developments  and  in  2002  made
considerable  progress  on  the  change  process  which  started  in  2001.  The  outcomes  of  this
initiative will ensure that the ETF 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.

This  intense  ETF-wide  exercise  which  was  supported  by  external  consultants  produced  a
number of significant results:

– 

– 

– 

– 

– 

an ETF strategy – the role of ETF and its priorities 2003-2005;

a complete Human Resources strategy to support the ETF strategy;

a “route map” for developing customer oriented quality services;

a blueprint for a new external communications strategy together with an action plan
to raise the visibility of the ETF; and,

a  strategy  and  action  plan  for  the  development,  management  and  sharing  of
knowledge within the ETF .

The outcomes from this exercise indicate the way ahead in responding to the growing number
requests  for  support  from  Commission  services,  in  particular  EuropeAid;  the  European
Agency  for  Reconstruction  (EAR);  the  Delegations  in  partner  countries;  and  the  partner
countries themselves.

Furthermore, in order to ensure that it remains at the forefront of service to the above partners
the ETF nominated three major areas of lifelong learning for particular development:

– 

– 

– 

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; and,

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

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

6

 
2. 

ETF ACTIVITIES IN 2002

This  section  outlines  briefly  the  ETF  activities  carried  out  during  2002.  In  order  to  be
consistent with Work Programme 2002 these activities are categorised under three headings:
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 Mediterranean region

2.1.1. 

Support to the Commission

ETF has continued to develop a range of services to support the European Commission on the
lines started  in 2001.  EuropeAid has  been  the  main  ‘customer’  of  ETF  services  both  for  its
short term operational needs and importantly, to feed medium term reflections on future EC
orientations  in  the  field  of  vocational  training  and  labour  market  interventions  in  the  Med
countries.

DG External Relations is also requesting some services from ETF especially in support for the
dialogue between associated Med partner countries and the EC. In addition, DG Education &
Culture  has  asked  for  ETF  help  in  developing  an  initiative  to  promote  EU  best  practices  in
vocational  training  (based  in  particular  on  the  Leonardo  da  Vinci  programme)  to  Med
partners.

Highlights of achievements in 2002 are:

– 

– 

– 

– 

preparation  of  an  analytical  overview  of  the  situation  of  vocational  training  and
labour  market  system  has  been  completed  in  Morocco  and  started  in  Tunisia  and
Egypt. Specific attention has been given to the role of vocational training as part of
active labour market policies;

building further the capacity of partner countries to design and implement responsive
vocational training reforms, in particular through continued technical support to the
development of a pilot apprenticeship scheme in Syria in line with the strategy of the
EC Delegation;

ETF  provided  the  European  Commission  with  inception  and  feasibility  reports  to
help the Commission to design a vocational training reform project in Morocco and
Egypt.  The  respective  EC  Delegations  have  subsequently  asked  ETF  to  provide
support to the launch phase of these projects.

ETF  was  called  to  assist  the  European  Commission  in  developing  the  political
dialogue between the EU and the partner counties by contributing to the design of a
framework for dialogue on employment policy and provide technical back-up to the
dialogue between the EC and Tunisia on training issues.

As  a  commitment  to  increased  dialogue  between  the  EU  and  the  Med  partners  and  at  the
request  of  DG  Education  &  Culture,  ETF  has  included  examples  of  best  practices  from  the
Leonardo da Vinci programme, when relevant, in the activities mentioned above.

7

 
2.1.2. 

Information gathering and analysis

The  overall  objective  in  the  development  of  the  Observatory  function  is  to  increase  the
different  Med  partner  capacities,  in  particular  through  networking  of  existing  national
structures.  This  approach  has  been  validated  by  a  stocktaking  exercise  on  the  existing
capacities  carried  out throughout the  region,  completed  during  2002 by  the  Maghreb  region
and piloted capacity building actions targeting Algeria.

Similar  capacity  building  actions,  adapted  to  the  institutional  setting  of  each  country,  have
been  started  in  Jordan  and  Syria  with  an  observer  status  for  the  West  Bank/Gaza  and
Lebanon. This first phase, awareness raising and establishing national task forces, will lead in
2003  to  the  operation  of  a  co-ordinated  network  of  national  actors  able  to  serve  better  the
information needs of national policy makers and the international community.

2.1.3.  Development activities

While  most  activities  carried  out  by  ETF  contribute  in  a  number  of  ways  to  building  ETF
intelligence on the various dimensions of the vocational training reform processes, a number
of initiatives which took place during 2002 are worth mentioning:

– 

– 

– 

the completion of a regional study on teacher and trainer supply in the Maghreb and
Mashrek  region.  Teachers  and  trainers  are  essential  elements  for  the  efficient
implementation  of  vocational  training  system  reform.  In  the  Med  environment,
where demographic pressure and limited financial resources are immediate concerns,
an integrated approach for the management of teachers and trainers was absent. This
published  study  aims  to  improve  the  available  intelligence  on  these  issues  and
provide a basis for policy making and planning.

in  a  similar  way,  ‘in  service’  training  is  the  response  to  the  issues  of  continuing
vocational  education  and  training  (CVET)  in  the  Maghreb  region.  These  countries,
often at a more advanced stage of vocational training / labour market system reform,
would  benefit  from  a  more  comprehensive  view  of  the  different  dimension  CVET
can bring to their systems as evidenced in the European Union over the past decades.
To  facilitate  this  process,  a  specific  study  has  been  made  on  the  situation  and
potential  for  development  of  vocational  training  and  labour  market  situations  in
Morocco, Tunisia and Algeria.

to increase the effective collaboration between countries of the Med region, special
attention has been given to building on regional best practice: for example providing
opportunities  for  dialogue  between  Maghreb  countries  on  continuing  vocational
training  policies;  and  Tunisia  has  hosted  a  study  visit  of  Syrian  officials  to  learn
about  apprenticeship  systems  in  Med  environments.  A  similar  arrangement  is  in
place  for  the  development  of  the  “Observatory”  capacity  in  the  Mashreq  region
where Jordan is a focal point for Syria, West Bank and Gaza and Lebanon.

During the second half of 2002 ETF discussed a proposed series of thematic studies with the
World Bank which would contribute to discussions on the reform of vocational training in the
countries  of  the  region.  Three  issues  of  particular  importance,  often  neglected,  were
identified:

– 

governance  and  financing  of  training  institutions;  in  particular  the  promotion  of
flexible and decentralised management;

8

 
– 

– 

enhancing the participation of social partners in the design, financing and provision
of training; and,

the role of the informal sector in the acquisition and development of skills.

During  late  2002  a  concept  was  elaborated  and  the  contractual  tools  developed  for  the
preparation in 2003 of country reports covering five countries in the Med region. This work
was approved by the ETF Governing Board in the Work Programme 2003.

2.2.  Western Balkans

2.2.1. 

Support to the Commission

The  European  Commission  increased  substantially  its  investment  in  human  resource
development in the Western Balkans during 2002. As a result the ETF has now increased its
involvement from 4 to 15 CARDS projects, generating a substantial increase in workload. In
each of the entities of the Western Balkans there is at least one CARDS project in which ETF
participates  in  the  preparation  phase.  The  ETF  has  provided  the  Commission  with  project
fiches  and/or  terms  of  reference  for  these  projects  and  has  participated  in  several  tender
evaluations.  In  countries  where  the  implementation  of  CARDS  projects  has  started,  such  as
Bosnia  and  Herzegovina  and  FYROM,  ETF  has  provided  Commission  task  managers  with
advice on the development of the content of the project.

On 30 January 2002 ETF organised a training session for colleagues in EuropeAid on human
resource development in relation to the project cycle. Progress reviews on vocational training
and labour market reform have also been sent to counterparts in the Commission.

2.2.2. 

Information gathering and analysis

Using the outcomes of the external evaluation of the Phare Observatories, the ETF has moved
towards financing the Observatories on an output/product basis; one of the products prepared
in  2002  was  the  national  report  on  vocational  training.  After  discussions  with  the
Observatories  it  was  decided  to  move  towards  a  system  of  three-yearly  comprehensive
national reports; during the other two  years the focus will be on progress and developments
during  the  year.  The  collection  of  key  indicators  on  vocational  training  in  the  Western
Balkans has made substantial progress and led in October to the publication “Key indicators
on  vocational  education  and  training”.  In  addition,  an  agreement  was  made  with  the
Observatories to improve the set of key indicators to be collected and analysed in 2003.

The Serbian Observatory,  launched  in  the  first half of 2002,  is now in full operation.  It  has
produced several reports, including an extensive report on vocational training in Serbia.

2.2.3.  Development activities

In  February  2002  the  peer  review  project,  a  lighter  version  of  the  OECD  reviews  on
education, was launched in Ljubljana. In close co-operation with ministries of education and
labour,  the  agreed  focus  is  on  the  processes  of  policy  implementation,  decentralisation  and
employability.  Five  peer  review  teams  of  EU,  Future  Member  State  and  Western  Balkans
experts visited Albania, Croatia, Kosovo, Montenegro and Serbia and prepared reports on the
assessment of vocational  training  reform  policy  initiatives and  recommendations  to  national
policy makers. Early in 2003 these recommendations will be discussed in national workshops,
which  will  lead  to  the  final  reports.  The  project  also  aims  to  build  capacity  and  exchange
experience  and  co-operation  among  vocational  training  experts,  policy  makers  and  other

9

 
stakeholders;  recommendations  can  provide  a  valuable  contribution  to  the  CARDS
programming cycle.

In  March  2002  a  first  meeting  of  the  Teacher  and  Trainer  training  (TTT)  network  in  South
East  Europe  was  held  in  Sofia.  Representatives  from  education  ministries,  teacher  training
institutes  and  schools  from  ten  countries  agreed  on  a  prominent  role  for  TTT  reform  in  the
region in order to build up the TTT network and to exchange experience and ideas on TTT. A
Compendium  of  Good  TTT  Practice  has  been  published  on  the  ETF  web-site.  The  second
meeting of the network will be held in February 2003 in Dubrovnik.

In Bosnia and Herzegovina a project on skills development for SMEs was launched based on
the close co-operation already established with the existing CARDS Economic Revitalisation
project.  Within  the  companies  which  participated  in  the  CARDS  project,  enterprise-based
management  development  and  consulting  services  are  addressed.  Another  SME  project  has
been carried out in Albania with support from the Italian government.

A  project  on  social  partnership  was  implemented  on  behalf  of  the  Economic  and  Social
Affairs Committee. During several workshops and conferences the role of social partners was
strengthened  through  training  in  dialogue  and  negotiation  skills  at  the  different  levels.  In
addition  a  national  report  on  the  state  of  social  dialogue  across  nine  countries  provides  the
basis of a cross-country analysis to be published early in 2003.

2.3. 

Eastern Europe & Central Asia

2.3.1. 

Support to the Commission

During the course of 2002, at the request of the EuropeAid Co-operation Office, DG External
Relations and  the delegations, ETF provided support  to various stages of the  Commission’s
programming cycle across the Tacis Programme region. The support included: contributions
to  National  Indicative  Programmes  and  Action  Programmes  (in  the  Russian  Federation,
Ukraine and Central Asia); participation in project appraisal missions (in Armenia); drawing
up project fiches and terms of reference (in Armenia, the Russian Federation, Ukraine and all
Central Asian countries); and participation in tender evaluation (in the Russian Federation).

In addition, the European Commission Delegation in Moscow asked the ETF to contribute to
content monitoring of the Delphi II project. The increase in these requests in 2002, also as a
result  of  agreement  on  a  regional  framework  which  outlines  the  ETF  support  to  the
Commission  in  the  region,  is  expected  to  have  a  substantial  impact  on  the  Department’s
workload in 2003.

2.3.2. 

Information gathering and analysis

The  network  of  National  Observatories,  established  in  each  of  the  countries  of  the  Eastern
Europe & Central Asia region, acts as the main source of up-to-date information of ETF and
provides  key  indicators  and  analyses  of  trends  and  developments  while  at  the  same  time
disseminating  international  best  practice  in  the  region.  Following  the  external  evaluation
completed at the end of 2001, the ETF has worked during the past year to develop an overall
strategy for the network, with  a  view  to  further  enhance  its  impact  in  the  partner  countries,
bring  its  activities  more  in  line  with  Commission  policies  and  priorities  and  increase
sustainability of results.

The  strategy  development  exercise  in  2002  has  produced  a  number  of  important  outcomes.
The focus and scope of the National Observatory work has been clarified under the form of

10

 
Country  Frameworks  for  the  period  2003-2005,  with  direct  links  between  Tacis  priorities,
ETF regional framework and  yearly activities of ETF and the Observatories. More  attention
has been paid to Observatory Steering Committees and to services that the Observatories can
offer to a wider range of clients and stakeholders, in support to vocational training and labour
market modernisation efforts. Short-term ad-hoc task forces comprised of team leaders from
different  Observatories  and  ETF  staff  were  asked  to  address  key  strategic  issues  and  make
recommendations:  on  the  network’s  vision  and  mission;  its  modus  operandi,  core  products,
corporate  image  of  the  network;  strategies  for  the  dissemination  of  outputs  including  the
development of a new network website; and a new approach to the collection and analysis of
key indicators etc.

2.3.3.  Development activities

The  final  phase  of  the  3-year  bilateral  donor-funded  Vocational  Training  Reform  project  in
Ukraine  was  implemented  in  2002.  The  project  has  resulted  in  the  development  of  new
curricula ready for implementation in schools, the completion of teacher training courses; and
the  start  of  a  study  on  teacher  training  aimed  at  producing  an  updated  teacher  training
handbook. Since the Steering Committee meeting in November 2002 which was also attended
by a number of representatives of the Ministry of Education and Science, it has become clear
that  project  has  contributed  to  putting  vocational  education  and  training  on  the  political
agenda in Ukraine.

The main results of the North West Russia Vocational Training reform project were discussed
and validated by the Board of the Ministry of Education. The Board, chaired by Minister of
Education Mr Filippov, concluded that the project has been the most significant contribution
to  the  process  of  modernisation  of  vocational  training  during  the  last  10  years.  Through  a
number of pilot innovations this has fed into the development of comprehensive regional and
federal  VET  policies.  The  meeting  resulted  in  a  decision  which  commits  the  Ministry  of
Education  to  consolidate  and  disseminate  the  project  results  to  all  regions  of  the  Russian
Federation  with  a  view  to  strengthening  its  sustainability  and  make  them  available  to  non-
participating actors of the Russian vocational training community.

The  on-line  course  "Consolidating  knowledge  in  the  field  of  project  evaluation  through
eLearning – the EU approach" was delivered by the ETF to a group of 21 Russian, Armenian
and Kazakh  participants  -  adult  training  and  education  professionals,  experienced  in  project
management  and  implementation  at  national  and  international  level.  Expert  trainers  shared
with  participants  a  range  of  learning  materials  which  are  accessible  on  the  web  thanks  to
dedicated software.

The ‘Training for Enterprise Development’ cross-country project involved a survey of around
400 SMEs in Kazakhstan, Kyrgyzstan and Uzbekistan including an unprecedented skills audit
of  over  200  companies  in  Kyrgyzstan.  The  findings  of  these  studies  laid  the  ground  for  a
series of practical business training workshops for hundreds of  senior managers in  the three
countries.  The  final  conference  of  the  project  took  place  in  Kyrgyzstan  in  June  2002,  in
parallel  with  the  regional  Advisory  Forum  and  National  Observatory  network  meeting.
Participants  included  representatives  of  employers  organisations,  key  stakeholders  and
international  donors  working  in  the  region.  The  conference  addressed  the  links  between
vocational education and training and enterprise development which the ETF has identified as
a priority for vocational education reform in the Eastern Europe and Central Asia.

11

 
2.4. 

Candidate countries

2.4.1. 

Support to the Commission

ETF activities with the Candidate countries during 2002 concentrated mainly on familiarising
the  countries  with  EU  discussions  and  policy  developments  on  vocational  training  and
employment. The  ETF  provided  regular  updated  information  to  the  countries  and  organised
meetings  on  the  state  of  play  of  the  “Bruges/Copenhagen  process”  on  increased  EU  co-
operation  in  vocational  training.  During  the  second  half  of  2002  the  Candidate  countries
became full participants in this process.

Examples of meetings in 2002 for the Candidate countries include:

– 

– 

– 

– 

Conference  in  January  on  “Recognition  and  validation  of  skills  acquired  through
work experience” in co-operation with the French authorities;

Seminar on “Mobility and transparency of qualifications” in February;

Seminar  on  “Vocational  training  reform  in  the  context  of  Lifelong  Learning”  in
February;

Briefing meeting for FMS on the Bruges/Copenhagen process in September.

In  addition  the  ETF  also  conducted  surveys  on  the  validation  of  non-formal  and  informal
learning,  e-learning  and  vocational  guidance  and  counselling.  Discussions  have  been  held
with DG Education & Culture and Cedefop on the development of a knowledge management
system and the  establishment of a  Lifelong  Learning  Database to contain examples of  good
practice.

At the request of DG Employment & Social Affairs, monographs on vocational training and
employment  services  were  prepared  for  nine  Candidate  countries  and  a  preliminary  cross-
country  synthesis  report  has  been  published  and  presented  at  several  conferences.  The
monographs  are  used  to  contribute  to  monitoring  the  follow-up  of  the  Joint  Assessment
Papers  for  employment policy  and for the identification  of  priorities  to  be  supported  by  the
Social Fund. For  Bulgaria,  Latvia  and  Romania,  the  three  remaining  countries,  monographs
are expected to be completed in Spring 2003.

Specific attention has been paid by the ETF to Bulgaria, Romania and Turkey where the ETF
supported  the  implementation  of  Phare  or  Meda  or  pre-accession  projects.  In  Turkey  three
major projects have been prepared in the field of vocational training and employment and an
employment  background  study  has  been  prepared;  this  will  be  discussed  in  a  high  level
workshop  in  February  2003.  In  Romania  the  ETF  carried  out  an  evaluation  of  a  number  of
human resource development projects under the Phare 1998 "Regional Policy  and Cohesion
Programme";  the  general  conclusion  is  that  the  projects  have  had  a  positive  impact  on  the
development of local capacity to implement human resource initiatives. In Bulgaria the Phare
Management  Training  Programme  ended  with  a  final  conference  held  on  11  October  in
Borovets.

12

 
An institution building project across the three countries aimed at key  stakeholders  who are
involved  in  preparing  for  receipt  of  European  structural  funds.  The  activity  provided  the
opportunity to see how policy and organisation of structural funds operates in an EU Member
State; through national workshops these experiences have been shared with other key players.

In  Turkey,  the  preconditions  for  the  start  of  the  Leonardo  da  Vinci  programme  have  been
fulfilled only recently and therefore preparatory measures will start only in 2003.

2.4.2. 

Information gathering and analysis

The National Observatories in the Candidate countries have participated actively in many of
the  activities  described  above  and  are  key  intermediaries  between  ETF  and  local  policy
makers.  Through  an  agreement  with  Cedefop  the  ETF  has  arranged  for  Observatories  to
participate in Cedefop activities.

2.4.3.  Development activities

The  ETF,  Cedefop  and  the  Danish  Ministry  of  Education  organised  a  conference  on
“Teachers  and  trainers  in  vocational  training  in  the  future  Member  States”  in  November  in
Aalborg. The core of the event was the issue of future challenges and priorities including the
association  of  future  Member  States  with  the  Cedefop  Teacher/Trainer  network  in  2003.  In
April the ETF-Danish project on Teacher and Trainer Training in Latvia and Lithuania ended
with a final conference which was attended by the President of Lithuania.

The  project  on  the  development  of  lifelong  learning  (LLL)  policies  at  regional  level  was
cancelled due to the lack of co-financing. ETF funds were diverted to the ETF LLL Thematic
Group  to  develop  and  publish  the  monographs;  for  the  dissemination  of  the  Slovene  Phare
VET reform experience to the countries in the Western Balkans; and for a comparative study
on vocational training reform in Lithuania and Latvia.

2.5. 

Technical assistance to the Tempus programme

The  ETF  continued  to  provide  technical  assistance  to  DG  Education  and  Culture  for  the
Tempus Programme. In 2002, the range of countries eligible to participate in the programme
was  extended  to  the  following  Mediterranean  partners:  Algeria,  Egypt,  Jordan,  Lebanon,
Morocco,  the  Palestinian  Authority,  Syria  and  Tunisia.  Israel’s  participation  in  the  Tempus
Programme is possible on a self-funding basis only.

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

2.5.1. 

Selection of Tempus CARDS, Tacis and MEDA Joint European Projects

In  2002  the  deadline  for  Joint  European  Projects  applications  was  15  December  507  JEP
applications  were  received.  Of  these,  264  involved  the  Tacis  partner  countries,  123  the
MEDA Partners and 120 the CARDS partner countries.

13

 
2.5.2. 

Selection of Tempus CARDS and Tacis Individual Mobility Grants (IMG)

In 2002 Individual Mobility Grants were amended to include new types of activities such as
the preparation of JEPs, attendance at a specific  event, or participation in retraining.  A  new
IMG  timetable  was  also  established  which  permits  up  to  three  calls  per  year.  For  the  June
2002  deadline,  applicants  had  the  opportunity  for  the  first  time  to  submit  application  forms
on-line.

For the June and October 2002 deadlines a total of 220 applications was submitted of which
86 were for CARDS and 134 for Tacis. 47 CARDS IMGs received financial support totalling
63,042.00 Euro. For Tacis 70 IMGs received financial support totalling 126,241.00 Euro.

Applications from the MEDA Partners will be eligible from the February 2003 call onwards.

2.5.3.  Monitoring

Monitoring  activities  in  both  Tempus  CARDS  and  Tempus  Tacis  covered  the  standard
functions  of  contract  management,  desk  monitoring,  preventive  monitoring  and  overall
support to running projects.

Annual grants  (a total  of  825  payments)  were  issued  for  current  Tempus  projects  following
the assessment of progress reports. Progress reports were assessed by the monitoring desks (a
total  of  136  reports).  Several  hundred  CARDS  and  Tacis  projects  received  support  and
advice.

The  ETF  provided  logistic  support  and  training  for  a  total  of  297  project  representatives  of
newly selected CARDS and Tacis projects at two meetings held in Brussels in February and
October 2002. Training materials were developed and made available on the web and Tempus
contract management documentation developed in co-operation with the Commission.

Monitoring activities also included financial assessment of projects, in particular the financial
assessment of Statement of Expenditures (of both Annual and Final Reports – a total of 335
reports);  the  preparation  of  files  for  litigation;  and  co-ordination  of  external  auditing  of
projects. During 2002,  a  major  “cleaning up”  exercise took place  and most of the open  and
outstanding reports were followed up and closed. This activity concerned all types of projects,
including JEPs, IMGs, CMEs CPs and pre- JEPs and all countries in the Phare, CARDS and
Tacis regions.

2.5.4.  Computer development

Following a thorough analysis, a new Tempus website was developed and launched  in May
2002.

Further computer developments were put in place including the development of the Tempus
Database (TDB) in order to ensure a structured repository of all key monitoring and payment
information for JEP monitoring procedures. Furthermore, security functions were  developed
in order to control access to the database and ensure the integrity of data.

Business  Objects(cid:1)  (BO)  was  implemented  as  a  reporting  and  decision  support  system  to
allow the retrieval and comparison of project related information on a large scale.

On-line  application  forms  for  IMG  applicants  and  an  “Expert  Call  for  Applications”  were
successfully introduced and integrated into the TDB and the Tempus website.

14

 
At the end of 2002, initial feasibility studies and actions were launched with DG Education &
Culture on the use of the Symmetry system, an IT system developed by the Commission for
project and information management.

2.5.5. 

Information and publications

A new “Guide for Applicants” covering the period 2002-2006 was produced and is available
both in hard copy and electronically.

Following the extension of the Tempus Programme to the Mediterranean, a “Tempus MEDA
Supplement” was published in the eleven official languages of the EU Member States as well
as in Russian and Arabic.

A “Tempus @ 10” study was published to capitalise on and advertise the achievements of the
Tempus  programme  in  the  10  Candidate  Countries.  It  demonstrates  that,  in  some  cases  for
more  than  a  decade,  the  Tempus  programme  has  achieved  sound  results  in  assisting  these
countries in the reform of higher education and in preparing for integration into the European
Union.

A “Tempus in the Western Balkans” publication aiming to disseminate the outcomes of three
regional Tempus seminars held during late 2000 and 2001 in Sarajevo, Skopje and Tirana was
prepared and published during 2002.

Another  study  was  launched  in  2002  and  addresses  university  reforms  in  university
management  and  teaching  as  well  as  support  for  institution  building  projects  in  Hungary,
Poland, Bulgaria and Romania.

2.5.6. 

Special events

The Tempus Department of the ETF supported DG Education & Culture in the organisation
of Tempus Information Point (TIP) and National Contact Point (NCP) meetings in Brussels in
April and October 2002.

The  Tempus  Department  of  the  ETF  was  represented  at  the  Tempus  Committee  meeting
organised by the Commission in June 2002. Tempus Department staff were present at several
information  days  and  also  participated  in  information  campaigns  organised  by  the
Commission and partner countries.

15

 
3. 

CO-OPERATION WITH OTHER EU AGENCIES

The ETF continues to work closely with other EU agencies on issues of common interest. The
Director  attended  the  two  meetings  of  heads  of  agencies  in  2002  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  ETF  and  Cedefop,
particularly in the context of work with the Candidate countries. The ETF 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 2002, ETF and Cedefop Governing Boards agreed a list of joint activities for
the year 2003 and several joint meetings between the two agencies took place throughout the
year.

In 2002 Eurydice, Cedefop and ETF agreed a joint co-operation framework which appears in
the annual work programme for 2003 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  ETF  co-operates  closely  with  the  European  Agency  for  Reconstruction  in  the  Former
Yugoslav  Republic  of  Macedonia,  Serbia,  Montenegro  and  Kosovo  on  CARDS  projects
concerning Human Resource Development. The co-operation involves preparation of project
fiches and Terms of Reference, participation in tender evaluations and contributions to project
monitoring.

The  ETF  also  co-operates  closely  with  other  agencies  on  a  wide  number  of  issues,  such  as
administrative  and  central  services, 
information  &  communication  strategies,  site
management  &  security,  recruitment  and  computer  and  information  technologies.  The  ETF
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.

16

 
4. 

FINANCIAL REPORT

4.1. 

Funding sources

The  ETF  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 2002
the subvention amounted to € 16.8 million.

The  ETF  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 2002, the ETF handled around € 2.1 million in  Phare and Tacis convention
funds  for  vocational  education  and  training  projects.  The  ETF  also  provides  technical
assistance  to  the  European  Commission  for  the  Tempus  programme  and  managed  around
€ 152 million in Tempus Phare funds and € 91 million in Tempus Tacis funds.

4.2. 

Budget execution

Automatic and obligatory increases in personnel costs impacted negatively on the number of
staff employed by ETF during 2002 compared to initial plans (-4%) and will also affect staff
numbers during 2003. Despite these issues the budget as a whole was executed according to
plans.

Some  savings  were  made  in  meeting  expenses  and  translation  costs  and  were  reallocated
through an amending budget agreed  by the Governing  Board in October. The  savings  came
from the cancellation of one meeting of the Governing Board and the proposed meeting of the
Advisory  Forum  Meda  Regional  Group.  An  outstanding  credit  position  with  the  European
Translation Centre also released funds.

The details of transfers during 2002 are as follows:

– 

– 

– 

€ 20,000 from Chapter 25 (Governing Board meetings) was transferred to Chapter 31
(Work Programme  activities) to  cover  new  requests  for  support  from  the  European
Commission in the Meda and Tacis regions;

€ 75,000  was  transferred  from  Chapter  30  (item  3040  “Translation  Costs”)  to
Chapter 31 (Work Programme activities) for the same purposes as above;

€ 60,000  from  Chapter  30  (item  3050  Meetings  of  the  Advisory  Forum)  was
transferred  to  Chapter  31  (Work  Programme  activities)  for  the  same  purposes  as
above.

The table below shows the state of execution of the budget (in Euro) at 31 December 2002.
Note that the figures do not include de-commitments and “regularisations” carried out in 2003
for the preparation of the annual accounts 2002.

17

 
2002

Budget
(amended)

Committed

Paid

Automatic
carry-over

Total expenses

%

A

B

C

D

E=C+D

F=E/A

Title 1

10,530,000

10,529,279

10,152,812

356,331

10,509,143

99.80

Title 2

1,366,050

1,364,484

805,051

541,141

1,346,192

98.54

Title 3

4,903,950

4,902,223

2,307,115

2,594,966

4,902,081

99.96

TOTAL

16,800,000

16,795,986

13,264,978

3,492,438

16,757,416

99.74

4.3. 

Procurement

Procurement in the ETF is managed centrally by its Legal Service. In 2002 a total of 73 calls
for  tender  were  launched  and  113  contracts  processed.  The  number  of  grants  issued  was
reduced significantly from 68 in 2001 to 20 in 2002. This reduction was mainly due to the fact
that the ETF National Observatories were contracted through framework contracts.

The ETF Advisory Committee on Procurement and Contracts (ACPC) met on three occasions
in 2002. A total of 7 reports and 10 information sheets were discussed.

4.4. 

Financial and management systems

The ETF  completed the integration between budgetary and general accounting software and
launched an automated electronic payment system.

In addition a new application was developed in-house for the management of ETF fixed and
non-fixed  assets  of  a  non-financial  nature.  This  inventory  system  is  now  operational  and
enables  presentation  of,  and  accounting  for  depreciation  of  fixed  assets,  in  accordance  with
Commission  Regulation  2909/2000  and  in  response  to  recent  recommendations  from  the
Court of Auditors.

The budgetary accounting system was further developed in order to allow ETF staff to attach
in an electronic format and to every single budget transaction in SI2, all the related supporting
documentation. This allows even  greater financial discipline, transparency  and effectiveness
since  every  financial  actor  can  view  on  line  and  in  real  time,  every  budget  transaction  and
have access to the underlying supporting documentation.

18

 
5. 

PERSONNEL

At  the  end  of  2002  the  ETF  employed  94  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 2002 (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

1

2

3

1

5

6

2

1

8

-

6

-

2

-

8

3

7

-

1

3

2

-

2

9

-

2

-

1

1

5

-

2

-

1

1

2

-

-

3

1

-

1

-

1

1

TOTAL

45

36

13

Explanatory note:

4

11

3

3

9

10

2

3

20

1

8

1

3

2

14

94

(1) 

(2) 

(3) 

The  ETF  “Mid-term  perspective  on  staff  resources  2002-2004”  (ETF-GB00-043)
indicates  105  Temporary  Agent  (TA)  staff  for  2002,  falling  to  99  TA  staff  from
1 January 2003 onwards.

In mid 2002, 5 additional posts were agreed for 2003 to provide technical assistance to
the  Tempus  Meda  programme  from  2003  onwards.  This  raised  the  total  numbers  of
TA staff to 104 with effect from 1 January 2003. This figure is also in line with the TA
staff number for 2003 (104) in the ETF Establishment Plan.

During 2002, 11  Auxiliary  Agent contracts  covered  the  shortfall  between  the  94  TA
staff  in  post  and  the  105  posts  indicated  in  the  “Mid-term  perspective  on  staff
resources 2002-2004” pending the appointment of new staff.

19

 
5.1.3.  Table B: Change in temporary agent staffing profile during 2002

Grade

Situation on
31/12/2001

Departure

Recruitment

Situation on
31/12/2002

A

B

C

45

43

14

TOTAL

102

-3

-7

-1

-11

+3

+3

45

36

13

94

5.1.4.  Table C: The number and type of other staff employed in the ETF at the end of 2002

Local agents

National Experts on secondment

11

7

5.2. 

Personnel initiatives

In 2002 the ETF :

– 

– 

– 

– 

– 

– 

adopted its Human Resources strategy;

implemented  the  new  Performance  Appraisal  System  for  the  ETF  staff  which  is
based  on  individual  objectives  agreed  between  the  jobholder  and  the  reporting
officer, and includes individual competences and training needs;

adopted  a  competence  map  which  includes  core  competence  areas  for  all  staff  and
specific technical competence areas for all functional roles within the ETF ;

carried  out  an  assessment  of  individual  competences  of  all  staff  based  on  the
competence map;

implemented the annual promotion exercise for the ETF staff;

implemented the annual training plan for ETF staff.

20

 
6. 

GOVERNING BOARD AND ADVISORY FORUM

6.1. 

Governing Board

The  ETF  Governing  Board  met  on  26  November  2002.  The  meeting  was  also  attended  by
observers from all Candidate countries.

The Governing Board:

– 

– 

– 

– 

– 

– 

– 

– 

– 

– 

approved the ETF draft Work Programme for 2003 and the “Rolling Frameworks for
Foundation  action”  in  the  Western  Balkans  and  the  New  Independent  States  2003-
2005;

approved  the  proposed  Draft  Budget  2003  subject  to  subsequent  approval  by  the
Budgetary Authority;

approved the implementation of Article 21 of the Financial Regulation;

granted discharge to the Director of the ETF for Budget 2001;

granted  discharge  to  the  Accounting  Officer  and  the  Assistant  Accounting  Officer
ETF for operations relating to the revenue and expenditure account for 2001;

noted forthcoming changes to the ETF Financial Regulation;

discussed the results of the ETF external evaluation 2002;

took note of the ETF Human Resource Policy and Development Follow-up;

noted the ETF financial management reform; and,

noted the synthesis report of the Candidate Country Monographs.

6.2. 

Advisory Forum

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

Advisory  Forum members  are assigned  to  four  Regional  Groups  which  represent  Candidate
countries;  South  Eastern  Europe;  Eastern  Europe  and  Central  Asia;  and  the  Mediterranean
partners.  For  the  first  two  years  of  the  Forum’s  three  year  life-span  each  of  these  Regional
Groups  meet  once  each  year.  In  2003  there  will  be  a  plenary  meeting  in  Turin  which  will
bring together all four groups.

During 2002 three Regional Groups met to review progress of ETF strategy and activities in
the  particular  region  and  to  start  the  development  of  Work  Programme  2003  by  offering
advice on regional needs. Regional Groups meetings during 2002 took place as follows:

21

 
6.2.1.  Eastern Europe and Central Asia (EECA) Regional Group–13-15 June –Kyrgyzstan;

The  meeting  was  combined  with  the  annual  meeting  of  the  ETF  National  Observatory
network  and  the  final  conference  of  the  ETF-funded  project  “Training  for  Enterprise
Development”.  Around  100  participants  from  all  EECA  countries  and  the  EU  attended,
making  this  the  largest  international  event  organised  by  ETF  in  EECA.  The  mixture  of
employers, employer organisations, education and employment policy makers, representatives
from  international  projects,  international  organisations  and  experts  from  the  EU  and  the
EECA countries worked well, resulting in a very rich conference.

6.2.2. 

South Eastern Europe Regional Group – 20-21 June –Montenegro;

The proposed ETF Work Programme  2003  priorities, in  particular the  emphasis on regional
co-operation  and  the  process  of  cascading  of  experience  from  Candidate  countries  to  the
Western Balkans gained the support of the Regional Group. Training of teachers and trainers,
lifelong  learning  and  proposed  initiatives  on  the  structure  of  national  qualification  were
considered  to  be  most  relevant  for  the  region.  The  combined  meeting  with  the  National
Observatories  was  useful  for  developing  links  between  the  Advisory  Forum  and  National
Observatories.

6.2.3.  Candidate countries Regional Group – 6-8 October, Bulgaria

The Group supported the proposed priorities for the ETF Work Programme 2003, in particular
the co-operation arrangements with Cedefop and the proposed cascading of experience from
Candidate countries to the Western Balkans.

Participants  discussed  the  possible  integration  of  national  Observatories  in  Candidate
countries  into  the  Cedefop  REFER  network  and  welcomed  the  report  on  the  latest  EU
developments  on  the  vocational  training/education  and  the  presentation  of  key  findings  of
ETF work on Monographs.

22

 
Region: Meda Region- 2002 Achievements

ANNEX 1: Table of operational achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

ETF 02
Budget

Funds
committed
in 02

1. ETF – Support to Commission (3100)

B01

DZ, MA, TN, EG, IL, JO, LB, PS, SY, TR,
CY, MT

Euro-med 
training
specialists (Statutory regional meeting of Advisory Forum)

regional  network  of  vocational 

Proposed meeting cancelled & Meda AF members informed. Consultation procedure on WP
2003 launched. Overall agreement for strategy and actions proposed.

60000

0

B02

DZ, MA, TN, EG, IL, JO, LB, PS, SY

Provision of overview  on the situation of VET system and
its ability to answer labour market human resources needs.

70000

187290

TN

MA

EG

Yemen

Provision  of  overview  on  the  situation  of  VET  system  in
TN and its ability to answer labour market human resources
needs

Study visit took place.
Mission in TN carried out (18-27 Nov). Briefing in Brussels carried out (28 Oct).

Provision  of  overview  on  the  situation  of  VET  system  in
MA  and  its  ability  to  answer  labour  market  human
resources needs

Provision  of  overview  on  the  situation  of  VET  system  in
EG and its ability to answer labour market human resources
needs

Study (paper/electronic version) published (Nov).

First  fact-finding  mission  to  EG  carried  out.  Desk  work  undertaken.  Second  fact-finding
mission prepared. EC delegation informed.

Provision  of  overview  on  the  situation  of  VET  system  in
Yemen  and  its  ability  to  answer  labour  market  human
resources needs

Resources identified.
ToRs prepared and agreed by both EC and World Bank.
Contractual procedures completed and expert recruited.

B03

DZ, MA, TN, EG, IL, JO, LB, PS, SY

Reinforce  the  capacity  of  key  national  stakeholders  to
design and implement VET reforms strategies

70000

255734

SY

IL

Reinforce  the  capacity  of  key  national  stakeholders  to
design and implement VET reforms strategies: ETF support
to  the  introduction  of  pilot  apprenticeship  modalities  in
Syrian VET system 2001-2003

Missions  carried  out  as  planned.  Preliminary  action  plan  for  2003  agreed  with  Syrian
stakeholders during debriefing meeting. EC Delegation briefed on progress, challenges and
main lines of intervention for 2003.

IL- EU Association Agreement support

Activity reshaped (now in two phases, studies and workshop). ToRs for expert (study on the
situation of eLearning in IL) drafted. Expert identified, contracted and briefed.

23

 
Region: Meda Region- 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

B04

DZ, MA, TN, EG, IL, JO, LB, PS, SY

the 

Provide 
with
feasibility/identification  analyses  for  Meda  projects  under
preparation.

Commission 

European 

ETF 02
Budget

Funds
committed
in 02

200000

145265

MA

SY

EG

Feasibility/identification  analyses  for  Meda  project  under
preparation for MA

Feasibility/identification  analyses  for  Meda  project  under
preparation for SY

Identification mission in MA (7-26 January). Feasibility mission in MA (4-23 February) and
mission report approved.  Mission to  Belgium  (17-21  April):  Support  to EC  (AidCo  B4) in
negotiations with the Moroccan Authorities. Mission to Belgium (17-19 June). “Convention
of  Finance”  documents  and  annexes  elaborated  and  discussed.  Upon  request  of  the
delegation missions missions to MA carried out (2-10 Oct): ToRs elaborated.

Mission  carried  out  as  planned.  Presentation  to  Syrian  key  of  the  fact-findings  of  the
identification  mission.  State  Planning  Commission  proposed  as  Syrian  counterpart  for  the
project  team.  ToRs  for  expert  jointly  prepared  with  AIDCO/B4.  Special  briefing  meeting
organised  at  EC  Delegation  in  December  to  present  the  project  to  the  new  person
responsible. Report to be published on the web.

Identification,  feasibility  and  appraisal  for  Meda  project
under preparation for EG

EC  VET  reform  project in  EG  (designed by  ETF)  approved  by  the Meda  Committee  July.
Negotiations  between  EC  and  Egyptian  authorities  about  project 
implementation
arrangements continuing. No specific request from EC side on the future role of ETF in the
project (pending discussions).

DZ, MA, TN, EG, IL, JO, LB, PS, SY, TR,
CY, MT

Preliminary  analyses  for  Meda  regional  project  under
preparation on Education and Training for Employment

ETF  provided  technical  advice  to  AidCo  and  external  contractor  on  experience  on  key
success/risk factors in regional co-operation.
Experiences and documentation on the Observatory function project shared.

B05

DZ, MA, TN, EG, IL, JO, LB, PS, SY

Ongoing  monitoring  of  vocational  training  system  reform
(including impact of EC projects on the reform processes)

100000

48950

DZ

Preparatory  analysis  to  facilitate  institutional  capacity  for
monitoring  VET  system  reform  and  forecasting  of  labour
market needs. This initiative is linked to the development of
an  Observatory  function  for  employment  and  training
which  will  be  developed  by  a  MEDA  programme  project
(see B 07 below).

International  expert  mission  completed.  Local  expert  identified.  Expert  mission  for  the
follow-up  of  action  plan  carried  out.  Report  written  on  forecast  of  competence  needs  of
micro-industrial activity in progress.

B06

DZ, MA, TN, EG, IL, JO, LB, PS, SY

the
Assistance 
harmonisation of operational strategies and methodologies.

the  European  Commission 

in 

to 

Design  of  framework  for  VET/labour  market  strategy.  Brainstorming  within  the  Med
department organised.

0

0

24

 
Region: Meda Region- 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

2. Information gathering and analysis (3110)

B07

DZ, MA, TN, EG, IL, JO, LB, PS, SY

Development of the Observatory function

ETF 02
Budget

Funds
committed
in 02

300000

194866

MA, TN

DZ

Observatory  function  development:  Algerian  capacity
Building

Study  visits in  Spain and  France  carried  out.  Expert  report  (France)  finalised.  Observatory
Function launching seminar postponed until March 2003.

ToR finalised for MA. Expert identified.

EG, JO, LB, PS, SY

Observatory 
capacity building

function  development:  Other  countries

B07-3-1  (SY):  Syrian  taskforce  draft  report  finalised  and  presented  in  JO.  Syrian
participation  in  seminar  in  JO  as  planned.  Encouraging  signs  of  regional  co-operation  in
2003. B07-3-2 (Jord/Pna/Lib): Draft Task force report and action plan finalised. Validation
seminar in JO held. Expert mission report finalised. Meeting between Jordanian and Syrian
Task Force held. B07-3-3 (Egyp): Mission to EG carried out.

DZ, EG, JO, LB, PS, SY

Observatory  function  development:  Regional/sub-regional
networking

Due to the difficult situation in the region and the different stages of national development,
regional activities have been postponed.

DZ, MA, TN, EG, IL, JO, LB, PS, SY

Observatory  function  development:  Key  indicators  for
MEDSTAT

Strategy paper drafted.

3. Development activities (3120)

B08

EG, IL, JO, LB, PS, SY

Innovative  practice  in  teacher  and  trainer  training  (2nd
phase).

0

98556

EG, IL, JO, LB, PS, SY

Innovative  practice  in  teachers’  and  trainers  training  (2nd
phase) Stocktaking Mashrek

Experts recruited. Field visit carried out (31 August-5 September). Final version of report to
be provided early January 2003.

DZ, MA, TN

Innovative  practice  in  teachers’  and  trainers  training  2nd
phase: Synthesis report

Synthesis  report  drafted.  Synthesis  meeting  organised  in  Turin  (31  May).  Synthesis  report
validated. Synthesis/country reports published.

25

 
Region: Meda Region- 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

B09

DZ, MA, TN, EG, IL, JO, LB, PS, SY

Continuing  education  and  vocational  training  (CVET)
system development

ETF 02
Budget

Funds
committed
in 02

0

144048

DZ, MA, TN

Continuing  education  and  vocational  training  (CEVT)
system development – Stocktaking Maghreb

Experts  identified.  Briefing  meeting  held  in  Turin  (13  June).  Study  visits  organised  in  3
countries by the 2 experts (in DZ, in TN and in MA). Country reports (DZ, MA & TN) and
synthesis  reports  validated.  Seminar  “Developing  comprehensive  continuing  education
systems for the Maghreb region” postponed until February 2003.

DZ, MA, TN, EG, IL, JO, LB, PS, SY

SME Continuing education and vocational training (CEVT)
reflection seminar

Experts identified. SME Continuing VET seminar held.

b10

DZ, MA, TN, EG, IL, JO, LB, PS, SY

Co-operation with other donors.

0

89999

Mediterranean Region

Joint study ETF/WB “Knowledge and skills development in
the Middle East and North Africa"

Discussions  on  project  proposal  and  agreement  on  ETF  financial  contribution.  Log-frame
elaborated.  Concept  note  drafted.  ToRs  drafted.  Consultant  identified,  contracted  and
briefed.

26

 
Region: Western Balkans - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

ETF 02
Budget

Funds
committe
d in 02

1. ETF – Support to Commission (3100)

B11

B12

ALB,  BIH,  CRO,  FYROM,  FRY-Serbia,
FRY-Montenegro, FRY-Kosovo

Country  progress  reports  on  vocational  training  and  labour
market reform

Draft  reports  for  ALB,  BIH,  CRO,  Kosovo,  Serbia  and  Montenegro  prepared.  CRO  report
sent to EC for comments.

0

0

ALB,  BIH,  CRO,  FYROM,  FRY-Serbia,
FRY-Montenegro, FRY-Kosovo

Support  to  the  European  Commission  project  cycle  under
the EU CARDS programme.

CARDS Project fiches developed for Action Programmes 2002 in ALB, CRO (2), FYROM
(2),  KOS  (2),  SER.  CARDS  Terms  of  Reference  developed  in  CRO,  Kosovo,  Serbia.
PHARE/CARDS projects monitoring in FYROM, BIH, CRO, Montenegro

75000

55800

B13

ALB,  BIH,  CRO,  FYROM,  FRY-Serbia,
FRY-Montenegro, FRY-Kosovo

Advisory Forum regional meeting.

AF meeting held on 20-22 June in Herceg Novi, Montenegro

60000

51150

2. Information gathering and analysis (3110)

B14

ALB,  BIH,  CRO,  FYROM,  FRY-Serbia,
FRY-Montenegro, FRY-Kosovo

Observatory Support to European Commission project cycle
management under EU CARDS programme.

3. Development activities (3120)

B15

ALB,  BIH,  CRO,  FYROM,  FRY-Serbia,
FRY-Montenegro, FRY-Kosovo

International  approaches 
benchmarks for vocational training.

to 

information  systems  and

B16

ALB, CRO, FRY-Serbia, FRY-Montenegro,
FRY-Kosovo

Peer  reviews 
followed by staff development actions.

in  selected  Western  Balkan  countries,

Framework contracts with 4 Observatories signed. Framework agreements signed with CRO
(July) and Serbia (August). Grant arrangements for only one NOb - Kosovo. NObs meeting
held  in  Skopje,  March  2002.  Further  NObs  meeting  including  Key  Indicator  Training
Workshop 12-15 November. Publications, including Key Indicators, finished and printed.

225000

241713

ETF joint host of the UNESCO/Eurostat training workshop in September in Bucharest. 2-day
Key  Indicator  Training  Workshop  held  in  November  (see  above).  The  Key  Indicator
specifications finalised; draft version discussed with country experts in Bucharest Consider
plans for an in-country training event for Serbia and Montenegro (and possibly Kosovo).

75000

22889

Launching seminar held in Ljubljana 1-3 March.
Peer review missions held in September and October.
Draft reports and recommendations produced, to be discussed with Ministers and presented
during national workshops in 2003.
Regional evaluation meeting planned for 10-11 April 2003.

350000

349298

B17

BG,  RO,  SLO,  TR,  ALB,  BIH,  CRO,
FYROM,  FRY-Serbia,  FRY-Montenegro,
FRY-Kosovo

Modern  approaches 
vocational training schools.

to 

teacher 

training: 

the  role  of

First TTT network meeting held in Sofia on 11-13 March &TTT Compendium drafted.
The second meeting will take place on 5-7 February 2003 in Dubrovnik.

50000

50000

27

 
Region: Western Balkans - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

B18

BG,  RO,  SLO,  TR,  ALB,  BIH,  CRO,
FYROM,  FRY-Serbia,  FRY-Montenegro,
FRY-Kosovo

Developing  common  approaches 
training for special groups.

towards  vocational

Project started in November 2002.
Project steering group set up.
Two seminars planned for early 2003.

ETF 02
Budget

Funds
committe
d in 02

50000

70000

B19

BIH

Common  methodologies  for  building  capacity  among
training providers for SMEs.

Project  linked  to  CARDS  project  on  Economic  Revitalisation  and  started  in  October.
Companies selected from participants of CARDS project.
Training needs analysis prepared. Training and consultancy to begin 2003.

75000

75000

B20

BG,  RO,  SLO,  TR,  ALB,  BIH,  CRO,
FYROM,  FRY-Serbia,  FRY-Montenegro,
FRY-Kosovo

Employment and skills implications of industrial reform

Contract signed with Kosovo Trust Agency.
Steering Committee established and experts selected.
Training and skills audits foreseen for March/April 2003
Regional dissemination seminar in June 2003

30000

30000

b21

ALB

B22

ALB

b23

BG,  RO,  SLO,  TR,  ALB,  BIH,  CRO,
FYROM,  FRY-Serbia,  FRY-Montenegro,
FRY-Kosovo

International  Co-operation  in  the  management  of  an  SME
skills development project.

Round table conference on credit facilities and legal framework for SMEs. Implementation
of  training  module  for  SME  and  training  providers.  SME  survey  completed.  Institution
building for main stakeholders completed.

0

0

Survey 
Institutions/Resources in ALB

on 

distribution/optimisation 

of 

VET

Contracted VET Survey to Albanian Nob in Nov.

10000

10000

International  Co-operation:  management 
partnership programme in co-operation with ECOSOC

of 

social

40 social partners from all 9 countries involved and took part in the following actions:
Study visit Brussels, February 2002
Seminar Bucharest, June 2002
Conference in Thessaloniki, September 2002
In  each  country  a  national  report  was  prepared  on  the  state  of  the  social  dialogue  and
findings disseminated through specific seminars. A cross-country report will be published in
March 2003.

0

0

28

 
Region: Eastern Europe and Central Asia - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

1. ETF – Support to Commission (3100)

b24

KAZ, KYR, MOL, RF, UKR, UZB

Support  to  the  European  Commission  project  cycle  under
the EU TACIS programme.

b25

KYR, MOL, MNG, UZB

Tacis  National  Observatories  (Nobs)  II  (Tacis  Convention
00-0038)

b26

RF

Management Training Programme (MTP) II

During 2002 ETF has been receiving an increasing number of requests for expertise support
from DG External Relations, Aidco and Delegations with the following outputs:
Analytical paper on the education sector in Kaliningrad for DG External Relations;
Joint ETF/AidCo ‘project appraisal’ mission to ARM;
Comments  and  expertise  contribution  to  the  development  of  Indicative  and  Action
Programmes for the RF, UKR, Central Asia and ARM;
Drafting  of  and  provision  of  comments  on  project  fiches  and  Terms  of  Reference  for  a
number  of  Tacis projects  including two  projects  on  SME  development  in  KAZ  and  KYR,
management training in UKR, VET reform in ARM, Delphi II in the RF and Management
Training Programme III;
Agreement on content monitoring for Delphi II with the EC Moscow Delegation.

ETF  launched  a  call  for  proposals  for  projects  in  the  field  of  VET  and  LM  to  be  implemented  by
European  organisations  or  Phare  Observatories  in  co-operation  with  Tacis  NObs.  Four  projects  were
financed in the field  of knowledge  management in VET and  LM  (GEO,  SF  and  LV),  evaluation  of
impact of CVT (RO, MOL and UKR), skill needs anticipation at regional  level  (CZ,  FR, MNG  and
KYR), identification of new occupations, standards and CD (FR, UZB and KYR). The outputs of the
projects include retrained VET experts in the partner countries, reinforced networking between Phare and
Tacis  countries,  training  packages  including  reference  material,  manuals  and  methodologies,
recommendations for national VET reform plans.
Under the same convention ETF organised a seminar for VET stakeholders to raise awareness on the
concept of LLL ( Sweden February 2002), followed by a publication on the same issue.

Comments provided on quality aspects of the inception report.
Participation in Steering Committee of MTP II. Participation in training seminar. In consultation with
the EC and the Russian party, preparation of the ToRs for MTP phase III started.
Presentation of the ETF Tool Kit to the Advisory Board of MTP.

b27

RF

b28

BR

Development  of  Educational  Links  and  professional  and
higher education initiative (Delphi) II

ToRs completed and delivered to the EC delegation in Moscow.
ETF  participated  in  the  tender  evaluation  procedure.  The  ETF  role  in  content
monitoring further discussed.

Institutional Twinning Management Training (Civil Society
Programme).

All  MBA  modules  developed.  Final  placements  in  progress.  Subject  specific  TA
linked to each developed module finalised
Books for each module developed and ready for printing. Teaching notes in preparation
Procurement (equipment, printing of developed book and business games) underway.

ETF 02
Budget

Funds
committe
d in 02

0

23000

0

0

0

0

0

0

0

0

29

 
Region: Eastern Europe and Central Asia - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

b29

KAZ

Vocational  education  and  training  reform  project  -  expert
support (KAZ AP 2001)

ToRs  drafted  for  Tacis  funded  VET  reform  project  translated  and  sent  to  the  Commission
(AidCo), the Delegation and the MoE.
Minister of Education endorsed the ToRs. Tender launched. ETF involvement completed.

b30

KYR

KYR AP1999 Training Fund project (on-going).

Quality monitoring carried out. Progress and Monitoring Reports produced. Provided advice
on  request  of  the  Commission  and  the  beneficiary  on  specific  issues.  Visits  to  the  project
during ETF missions to KYR. Project ended in August.

b31

UZB

b32

UZB

Vocational training reform in UZB (UZB AP1998).

Project finished and final report sent to the Commission

Training for the unemployed (UZB AP 2000).

ToRs drafted and sent to the Commission. ETF involvement completed.

ETF 02
Budget

Funds
committe
d in 02

0

0

0

0

0

0

0

0

B33

ARM,  AZB,  BR,  GEO,  KAZ,  KYR,  MOL,
MNG, RF, TAD, TME, UKR, UZB

Advisory Forum regional meeting

Meeting held in KYR 13-15 June 2002, in parallel with the final conference of the ETF 2001
project on Training for Enterprise Development. The outcomes of the external evaluation of
the  Tacis  NOb  network  and  development  of  future  strategy  discussed  by  Advisory  Forum
members and NOb Team Leaders.

60000

41226

2. Information gathering and analysis (3110)

B34

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

Tacis National Observatories (Nobs)

350000

376435

Meeting  of  Task  Force  for  the  development  of  a  NOb  Strategy  and  drafting  of  a  working
document for discussion at the meeting of the Advisory Forum regional group and the NOb
Team  Leaders.  Teacher  training  seminar  held  in  Tashkent  11  June  2002.  Key  Indicator
questionnaire sent to all Tacis NObs for completion.
Working  documents  prepared  for  the  annual  meeting  in  Turin  to  cover  the  issues  of
dissemination strategies, country frameworks and core products.
Preparations started for the introduction  of  the  Framework  Contract  to the  Tacis  NObs  for
their work with the ETF from 2003 onwards.
Annual meeting of the network in Turin in September. Follow-up of decisions taken during
the network meeting.
Continued  discussion  and  development  of  the  Framework  Contracts  for  signature  by  the
Observatories before the end of the year. Brainstorming with team leaders from KAZ, KYR,
UZB on proposed ETF development project on poverty alleviation.
Tender launched to contract a local expert to provide input to the Key Indicator handbook.
As agreed early October, two new task forces established to provide recommendations to the
network  on  'corporate  image,  dissemination  strategy  and  network  website'  and  'key
indicators'. ToRs produced for the specific activities and operations of each Observatory.

30

 
Region: Eastern Europe and Central Asia - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

3. Development activities (3120)

B35

UKR

Vocational training reform in the UKR

B36

KAZ, KYR, UKR

Strengthening  partnership  between 
management training institutes.

companies 

and

Project results disseminated and discussed at a national seminar (November)
Preliminary  results  of  the  study  on  pre-service  teacher  training  curricula  presented  and
discussed. Final results will be presented at the National Teacher Conference in May 2003.
Shift from project activities to policy advice initiated via consolidation of results.
With  a  National  Doctrine  on  Education  in  place,  plans  for  its  implementation  are  being
developed  and  project  results  will  be  used  in  the  identification  of  VET  policy  issues.  A
workshop in March 2003– with participation of all key stakeholders will be instrumental in
identifying key VET policy areas.

levels  of

training  programme  designed  and  implemented  at  different 

Management Training tool-kit finished.
In-company 
management in 8 companies in UKR, KAZ, KYR.
Phase  II  -  the  final  conferences  for  the  professional  audience  held  in  UKR  and  KAZ.  The
cycle  of  in-company  training  and  its  evaluation  completed  in  all  participating  companies.
Tender published for Phase III of the project and a database of potential users of the Tool Kit
created.
Project publication on approaches to in-company training in progress.
Local  trainers  recruited  and  tested  new  skills  in  developing  and  delivering  tailor-made
training programmes.
Further dissemination of the MT Tool Kit is underway
Phase III: Public presentation of the Tool  Kit and kick-off meeting for phase III.  Inception
report completed and work plan drawn up. Training institutions in UKR selected and training
courses delivered.

ETF 02
Budget

Funds
committe
d in 02

100000

100000

150000

159314

B37

RF, UKR

Entrepreneurship  in  Education  and  Training  (EET)  in  the
RF and the UKR

125000

149912

Two-day  workshop  took  place  in  Kiev  in  June  on  “Introducing  the  work  of  the  Change
Agent Teams"
10  week  training  session  on  “Personal  enterprise  development  and  the  development  of
business understanding in general” underway in Kiev.
Political and government structures at different levels are informed about the project and the
results achieved so far and provide assistance.
A  network  of  CAT  groups  has  been  created  to  consolidate  and  unite  efforts  in  project
implementation.
Methodological  guidelines  on  using  interactive  teaching  to  develop  entrepreneurial
behaviour of students as well as other practical materials have been prepared.
SME needs and requirements have been studied.
The work on strengthening social partnership between pilot schools and businesses has started.
Close  co-operation  has  been  established  with  other  projects  on  introducing  entrepreneurial
approaches into teaching.

31

 
Region: Eastern Europe and Central Asia - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

B38

KAZ, KYR, MOL, RF, UKR, UZB

Knowledge consolidation and dissemination

A 3-day training session on the  train-the-trainer  multiplying  methodology  was  delivered  to
25 participating change agents of North West Russia and the UKR.

Inception phase of the project completed.
Fact-finding missions to the regions and needs analysis carried out.
Two  training  sessions  for  disseminators  (local  experts)  in  the  development  of  training
materials and presentation and moderation skills were carried out.
Workshop on VET management held in Moscow for the NIS VET administrators;
Two modules of the VET management “Companion” reviewed by external experts and are
being finalised.
Several thematic dissemination events organised in NW Russian regions.
Project Co-ordination Meeting and Annual Steering Committee meeting  3-4 October  in  St.
Petersburg.  The  Board  of  the  Ministry  of  Education  discuss  the  results  of  the  NW  Russia
VET reform on 29 October. PCM III and workshop on the review of the regional VET action
plans on 3-5 December
Training for disseminators on marketing and consulting of training services mid-November.
Publishing house and authors selected for RABE manual.
RABE publication to be drafted by March 2003.

ETF 02
Budget

Funds
committe
d in 02

215000

203086

32

 
Region: Candidate countries / Future Member States - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

1. ETF – Support to Commission (3100)

B39

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Institution Building

ETF 02
Budget

Funds
committed
in 02

165000

175952

RO

TR

RO "Ex-post evaluation of the Human Resources Development
component  of  the  Phare  1998  Regional  Policy  and  Cohesion
Programme (RO 98.07.01 Regional Development Support)"

Preparatory meeting with contractors held on 13-14 June in Turin. Interim report submitted
by the Contractor. Final report discussed in January 2003.

TR 1) "Active labour market strategy" 2) "Study for SMEs
growth"  3)  "Organisation  of  ISKUR  seminar  -  ETF  event
28 January 2003"

Support  provided  to  the  EC  Delegation  and  to  the  Turkish  Employment  organisation
(ISKUR) in the design of an employment support programme to be financed by the EC under
2002 and 2003 assistance.
The Institute of Entrepreneurship Development of KOSGEB (a public institution responsible
for SME development) will carry out the study. In order to raise awareness of the importance
of the role played by ISKUR, the ETF will organise a one day seminar on 27 February 2003
to present the outcome of the "Employment Background Study".

Contractor  selected  and  the  contract  signed.  A  one  day  start-up  seminar  was  organised  in
each country and a study visit to Germany in September-October. A dissemination seminar
was held in each of the three countries in November.

BG , RO, TR

Institution Building BG-RO-TR

PL

Reinforcement  of  the  Continuing  Vocational  Training
(CVT) system in PL

Pre-Accession Advisor confirmed that the monitoring activity will be postponed until 2003

b40

B41

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Review of progress in vocational training reform.

Reviews  for  all  13  CCs  completed  and  submitted  to  DG  ENLARG.  Presentation  to  DG
ENLARG on 26 June.

0

0

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Continuation  of  Monographs  including  publication  of  the
reports

Nine Monographs completed and sent to DG EMPL. Seminar for all Candidate countries and
DG  EMPLOI  held  in  Brussels  on  27  September.  For  three  countries  (LV,  BG,  RO)  draft
Monographs completed by April 2003.

50000

92346

33

 
Region: Candidate countries / Future Member States - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

b42

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Support to the European Commission on Lifelong Learning
process follow up

Seminar  organised  in  Paris  on  28-29  January  on  "recognition  &  validation  of  skills  and
professional  experience"  in  co-operation  with  French  authorities.  Synthesis  report  of  the
survey  on  validation  practices  of  non-formal  and  informal  learning  launched  in  Candidate
countries  prepared  and  presented  in  conference  in  Oslo  on  6-7  May.  Support  provided  to
participation of Candidate countries in policy conference organised by the EC on increased
co-operation in VET (10-11 June).
Survey  on  the  situation  of  guidance  and  counselling  in  the  Candidate  countries  launched.
First results of the guidance survey were presented and discussed in a meeting with experts
from CCs on 19-20 September; ETF  participated  in the co-ordination  group  established by
DG EAC to monitor the "Bruges process" - first meeting held on 5 September in Brussels.
First  preparatory  meeting  to  brief  Candidate  countries  on  the  DGVT  agenda  and  Bruges
process on 28 September. First discussion document on the development of a LLL database
prepared jointly with Cedefop.
In  co-operation  with  DG  EAC,  preparation  of  Candidate  Country  participation  in  the
informal Ministers' conference in December on the issue of increased co-operation in  VET
("Bruges/Copenhagen process").

ETF 02
Budget

Funds
committed
in 02

0

0

b43

TR

Leonardo da Vinci preparatory measures

The  State  Planning  Organisation  (SPO)  has been  appointed  as  Agency  for  the  Community
programmes  Leonardo, Youth and Socrates. Project proposal revised and  will  be  discussed
with DG EAC in January 2003.

Phare
Budget

B44

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Advisory  Forum  Regional  Meeting  for  the  Candidate
countries.

Meeting held 7-8 October in Sofia

60000

47581

2. Information gathering and analysis (3110)

B45

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

National Observatories follow up, including Key Indicators Network meeting of National Observatories held on 12-13 November, followed by Key Indicator

310000

326239

workshop on 13-14 November. New framework contracts prepared to cover multi-annual period.
First draft Guidance and Counselling questionnaire completed by 9 Candidate countries. Meeting
of  experts  on  Guidance  and  Counselling  with  OECD,  EC  DG  EAC,  World  Bank  and  national
experts  from  10  CCs  held  in  Turin  on  19/20  September.  Final  draft  of  all  questionnaires  (final
country report) submitted by national experts. Preparation of an ETF synthesis report on Guidance
and Counselling as an input to the EC DG EAC LLL Guidance Group.

34

 
Region: Candidate countries / Future Member States - 2002 Achievements

COUNTRY/PARTNERS

ACTIVITIES

OUTPUTS

3. Development activities (3120)

B46

Implementation of Co-operation programme with Eurydice
and Cedefop

ETF 02
Budget

Funds
committed
in 02

155000

154667

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Implementation  of  co-operation  programme  with  Cedefop
and  Danish  Ministry  of  Education:  "Teachers  and  trainers
towards integration into the Cedefop TTNet"

Conference  in  Aalborg  21-22  November.  Key  challenges  and  priorities  in  VET  TTT
identified. With Cedefop agreed on plan for association of FMS to TTnet in 2003. Working
group established to guide this process.

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Implementation  of  co-operation  programme  with  Cedefop
and  Eurydice:  familiarisation  of  Candidate  countries  with
EU developments in the field of mobility and transparency
of qualifications

Seminar  organised  with  TAIEX  support  and  participation  of  all  Candidate  countries,  DG
EAC and Cedefop on 14-15 February in Brussels.
First  Survey  on  validation  practices  of  non-formal  and  informal  learning  launched  and
carried out in CCs. Support provided to Candidate countries to enable participation in policy
conference  organised  by  the  EC  on  increased  co-operation  in  VET  (10-11  June).  ETF
involved  in  the  technical  group  of  the  forthcoming  Guidance  Forum  to  be  set  up  by  DG
EAC.
Synthesis report on guidance and counselling in Candidate countries prepared.

BG, CY, CZ, EE, H, LV, LT, MT, PL, RO,
SK, SLO, TR

Implementation  of  co-operation  programme  with  Cedefop
and  Eurydice:  Follow  up  to  the  European  Action  Plan  on
eLearning

Questionnaire sent Oct. and field visits mid-October. Collection of answers and preparation
of report end Oct.

B47

LV, LT

Teachers and Trainers training project

International  Teacher  Trainer  Training  conference  organised  in  LT  in  April.  Publications,
policy and strategy documents completed.

60000

80401

B48

CZ, H, PL, SLO

Lifelong  learning  in  co-operation  with  the  European
Institute 
-
"Approaches  to  Lifelong  Learning  for  Employment  in  the
context of Regional economic and Social Transition"

for  Education  and  Social  Policy,  Paris 

Project has been cancelled due to the failure to find co-financing.

100000

24494

35

 
ANNEX 2: Table of budgetary and non budgetary resources 2002

BUDGETARY RESOURCES euro

NON BUDGETARY RESOURCES euro

ACTIVITY

Total
staff
numbers

Staff costs

Administration &
infrastructure

Operational costs
(missions included)

TOTAL
BUDGET

Tempus
(annualised)

Conventions
(annualised)

Donor
co-operation

Total non
budgetary

Administrative Support

Organisational Support

Candidate countries

Western Balkans

Tacis

MEDA

Expertise development

Tempus

TOTAL

33

10

10

9

8

9

6

20

105

(Title 1)

(Title 2)

(Title3)

(Title 1+2+3)

1,648,333

1,386,050

31,492

3,065,875

989,000

1,130,286

1,130,286

1,036,095

1,083,190

706,429

2,166,381

257,700

1,246,700

1,176,750

2,307,036

3,000,000

3,000,000

1,261,250

2,391,536

7,380,000

446,623

500,000

8,326,623

1,261,450

2,297,545

19,773,000

2,420,833

22,193,833

1,360,250

2,443,440

115,000

821,429

60,058

2,226,439

-

-

-

9,890,000

1,386,050

5,523,950

16,800,000

30,153,000

2,867,456

500,000

33,520,456

36

 
PHARE

ANNEX 3: Table of Phare and Tacis conventions 2002

Commission
Budget line
Reference

Commission
Contract
number

Description

Total grant +
use of interest
approved

Overall
commitment
%

Deadline for
commitment

Overall
disbursement

Overall
disbursement
%

Deadline for
disbursement

Extension
disbursement

Management

Extension for
final audit &
evaluation

1. Royaumont
Project

B7-700/200/T Promotion  of 

the  Culture  and
Practice  of  Social  and  Civil
Dialogue

484,869.00

30.85%

07-Oct-03

299,315.00

61.73%

31-Dec-02

07-Oct-03

Centralised

Total 1

TACIS

484,869.00

299,315.00

Commission
Budget line
Reference

Commission
Contract
number

Description

Total grant +
use of interest
approved

Overall
commitment
%

Deadline for
commitment

Overall
disbursement

Overall
disbursement
%

Deadline for
disbursement

Extension
disbursement

Management

Extension for
final audit &
evaluation

6. NOb's 2

00-0038

Tacis National Observatory - Phase
2

350,000.00

100.00%

29-Jun-02

338,943.45

96.84%

29-Jun-02

31-Dec-02

Centralised

7. BI9801

00-0281

Civil 
programme contract

Society 

Development

1,250,000.00

100.00%

20-Dec-00

887,786.50

71.02%

20-Dec-02

Centralised

Total 2

1,600,000.00

1,226,729.95

TOTAL 1 + 2

2,084,869.00

1,526,044.95

37

 
ANNEX 4: Table of Technical Assistance to the Tempus Programme 2002

PHARE/CARDS

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

Tempus II & III CARDS(TA)

Technical  assistance  Tempus  CARDS
2002

08-Aug-02

700,000.00

28-Feb-04

Centralised

Tempus II & III CARDS(TA)

Technical  assistance  Tempus  CARDS
2001

27-April-01

600,000.00

31-Dec-02

Centralised

Total 1 Running

1,300,000.00

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

Tempus II Phare (TA)

Technical assistance Tempus Phare 97

22-Jan-97

930,000.00

31-Oct-98

Centralised

Tempus II Phare (TA)

Technical assistance Tempus Phare 98

31-Mar-98

930,000.00

30-Nov-99

Centralised

Tempus II Phare (TA)

Technical assistance Tempus Phare 99

16-Mar-99

850,000.00

31-Dec-00

Centralised

Tempus II & III Phare (TA)

Technical assistance Tempus Phare 2000

24-Mar-00

810,000.00

30-Dec-01

Centralised

Total 2 Over

3,520,000.00

38

 
Annex 4 (continued) Table of Technical Assistance to the Tempus Programme 2002

TACIS

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

Tempus II & III Tacis(TA)

Technical assistance Tempus Tacis 2002

08/08/02

840,000.00

31.08.2003

Centralised

Tempus II & III Tacis (TA)

Technical assistance Tempus Tacis 2001

27/04/01

675,000.00

31.05.2002

Centralised

Total 3 Running

1,515,000.00

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

WW 94.03/02.02/B003 (Closed account)

Information, dissemination, monitoring

10-Nov-95

577,000.00 31-Dec-97

Centralised

Tempus II Tacis (TA) (Closed account)

Technical assistance Tempus Tacis 97

22-Jan-97

624,360.00 31-Oct-98

Centralised

Tempus II Tacis (TA) (Closed account)

Technical assistance Tempus Tacis 98

20-Jun-05

675,000.00 30-Nov-99

Centralised

Tempus II Tacis (TA)

Technical assistance Tempus Tacis 99

14-Jan-99

675,000.00 31-Dec-99

Centralised

Tempus II & III Tacis (TA)

Technical assistance Tempus Tacis 2000

24-Mar-00

675,000.00 31-Dec-01

Centralised

Total 4 Over

TOTAL RUNNING 1+3

TOTAL OVER 2+4

GRAND TOTAL 1+2+3+4

3,226,360.00

2,815,000.00

6,746,360.00

9,561,360.00

39

 
PHARE/CARDS

ANNEX 4A: Table of Tempus Grants 2002

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

2002 Tempus II Phare

Tempus Phare projects

04/09/02

63,042.00

31.12.2003

Central

2001 Tempus II Phare

Tempus Phare projects

19/04/02

14,052,164.00

31.12.2003

Central

2000 Tempus II Phare

Tempus Phare projects

24/03/00

7,958,913.00

31.12.2003

Central

99 Tempus II Phare

Tempus Phare projects

16/03/99

33,157,570.00

31.12.2002

Central

98 Tempus II Phare

Tempus Phare projects

31/03/98

35,326,927.00

31.12.2002

Central

97 Tempus II Phare

Tempus Phare projects

22/01/97

60,279,059.00

31.12.2000

Central

Total 1 Running

150,837,675.00

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

96 Tempus II Phare

Tempus Phare projects

03/04/96

67,394,850.00

31.12.1999

Central

95 Tempus II Phare

Tempus Phare projects

27/01/95

89,933,539.00

31.12.1998

Central

Total 2 Over

157,328,389.00

40

 
Annex 4A (continued) Table of Tempus Grants 2002

TACIS

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

2002 Tempus II Tacis

Tempus Tacis projects

07/10/02

89,986.00 31.12.2003

Central

2001 Tempus II Tacis

Tempus Tacis projects

18/04/02

15,167,532.00 31.12.2003

Central

2000 Tempus II Tacis

Tempus Tacis projects

24/03/00

21,323,456.00 31.12.2003

Central

99 Tempus II Tacis

Tempus Tacis projects

14/01/99

22,319,507.00 31.12.2002

Central

98 Tempus II Tacis

Tempus Tacis projects

31/03/98

15,031,645.00 31.12.2002

Central

97 Tempus II Tacis

Tempus Tacis projects

22/01/97

15,068,860.00 31.12.2000

Central

Total 3 Running

89,000,986.00

Commission Budget line Reference

Description

Date signed

Total grant

Deadline for
disbursement

Management

96 Tempus II Tacis

Tempus Tacis projects

30/06/96

20,468,516.00 31.12.1999

Central

95Tempus II Tacis

Tempus Tacis projects

09/03/95

22,996,712.00 31.12.1998

Central

Total 4 Over

TOTAL RUNNING 1+3

TOTAL OVER 2+4

GRAND TOTAL 1+2+3+4

43,465,228.00

239,838,661.00

200,793,617.00

440,632,278.00

41

 
ANNEX 5: ETF Organigramme – 31 December 2002

Director
Peter de Rooij

Planning, Monitoring
and Evaluation Unit
Peter Greenwood

Deputy Director
Livio Pescia

Deputy Director
Ulrich  Hillenkamp

TEMPUS

Mediterranean
[DZ-EG-IL-JO-LB-MA-PS-

SY-TN]

Marleen Voordeckers

Olivier Ramsayer

Central and Eastern

Europe

[ALB- BiH -BG-CY-CZ-EE-
FRM-FRY-H-HRV-LT-LV-
MT-PL-RO-SK-SLO-TR]

Arjen Vos

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

Sandra

Stefani

Management
Training Unit

Robert

Teunissen

Administration
and Central Services
Markku Junkkari

Legal Service
Tiziana Ciccarone

Personnel Unit

Finance Unit

Andrea Lorenzet

Francesco

Pareti

Computer and
Technical
Services Unit
Ian Cumming

Information &
Communications

Unit
NN

42

 
ANNEX 6: Members of the ETF Governing Board 2002

European Commission

Herr Nikolaus VAN DER PAS

Member

Director General

DG Education and Culture

European Commission

Mr Matthias RUETE

Member

Directeur

DG Enlargement

European Commission

Mr David LIPMAN

Member

Director

DG External Relations

Austria

Herr Karl WIECZOREK

Member

Bundesministerium für Wirtschaft und Arbeit

Austria

Herr Gottfried TAUCHNER

Substitute

General Directorate for Technical and Vocational Education
and Training

Bundesministerium für Bildung, Wissenschaft und Kultur
Federal

Belgium

Ms Micheline SCHEYS

Member

Afdelingshoofd Beleidscoordinatie

Department Onderwijs

Ministerie van Onderwijs en Vorming van de Vlaamse
Regering

43

 
Denmark

Mr Roland Svarrer ØSTERLUND

Member

Uddannelsesdirektor

Ministry of Education - Undervisningsministeriet

Denmark

Ms Merete PEDERSEN

Substitute

Chief Advisor

Department of Upper Secondary Education

Ministry of Education - Undervisningsministeriet

Finland

Mr Timo LANKINEN

Member

Government Counsellor

Director for Vocational Education and Training

Ministry of Education

Finland

Mr Ossi V. LINDQVIST

Substitute

Kuopion yliopisto

University of Kuopio

France

M. Jacques MAIRE

Member

Délégué aux Affaires européennes et internationales

Ministère de l'Emploi et de la Solidarité

France

M. Jacques MAZERAN

Substitute

Chargé de mission à la DRIC

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

44

 
Germany

Herr Dietrich NELLE

Member

Ministerialrat

Bundesministerium für Bildung und Forschung

Germany

Herr Georg SELETZKY

Substitute

Gruppenleiter Berufsbildung

Ministerium für Schule und Weiterbildung, Wissenschaft und
Forshung

Greece

Mr Panagiotis MAISTROS

Member

President

Organisation for Vocational Education and Training

Greece

Mr Haralambos LOUKISSAS

Substitute

Head of the European and International Affairs Department

Organisation for Vocational Education and Training

Ireland

Mr Padraig CULLINANE

Member

Principal Officer

Labour Force Development Division

Department of Enterprise, Trade and Employment

Ireland

Mr Rory MC CLOSKEY

Substitute

Department of Enterprise, Trade and Employment

45

 
Italy

Mr Uberto VANNI D'ARCHIRAFI

Member

Capo dell'Ufficio VI

Direzione generale per i paesi dell'Europa

Ministero degli Affari Esteri

Italy

Prof Gian Giacomo MIGONE

Substitute

Università di Torino

Luxembourg

M. Gilbert ENGEL

Member

Professeur-ingénieur

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

Luxembourg

Mme. Edith STEIN

Substitute

Attaché économique

Chambre de Commerce du Grand-Duché de Luxembourg

Netherlands

Mr Arie IJZERMAN

Member

Director of International Policy

Ministerie van Onderwijs, Cultuur en Wetenschappen

Netherlands

Mr Erik Marco VAN BOSTELEN

Substitute

Senior Policy Advisor

Directorate of International Policy

Ministerie van Onderwijs, Cultuur en Wetenschappen

46

 
Portugal

Dr Fernando DE ALMEIDA BAPTISTA

Member

Vice President

Instituto do Emprego e Formação Profissional

Portugal

Dr Elisabete BAIÕA BRIGADEIRO

Substitute

Executive Committee Member

Instituto do Emprego e Formação Profissional

Spain

Mme. María José MUNIOZGUREN LAZCANO

Member

Consejera Técnica de la

Subdirección General de Formación Profesional

Ministerio de Educación Cultura y Deporte

Spain

Dr Francisca María ARBIZU ECHAVARRI

Substitute

Directora del Instituto Nacional de las Cualificaciones

Ministerio de Trabajo y Asuntos Sociales

Sweden

Mr Erik HENRIKS

Member

Special Adviser

Ministry of Education and Science

Sweden

Mr Johan LINDELL

Substitute

Ministry of Education and Science

47

 
United Kingdom

Ms Franki ORD

Member

Head of EU Training Policy

European Union Division

Department for Education and Skills

United Kingdom

Mrs Ruth ANDREYEVA

Substitute

EU Co-ordinator

Central and South Eastern Europe

Department for International Development

48

 
ANNEX 7: Table of ETF events during 2002

Date

Event

Location

Organiser

JANUARY

21 Jan

EIESP project meeting

Turin, Italy

ETF

23-25 Jan

Cedefop editorial board meeting

Turin, Italy

CEDEFOP

3-5 Feb

Lifelong learning seminar for Tacis region

FEBRUARY

4 Feb

Training for economic development

7-8 Feb

Tempus CARDS project representatives meeting

Nyköping,
Sweden

Damascus,
Syria

Brussels,
Belgium

ETF

ETF,
Damascus
Chamber 
Industry

of

DG EAC/ETF

11 Feb

Technical seminar on the European inventory of ‘informal
and non-formal learning’

Brussels,
Belgium

ETF

11-12 Feb

Tempus Tacis project representatives meeting

14-15 Feb

Conference  on  the  recommendations  adopted  by  the
European  Council  and  Parliament  on  mobility  within  the
Community for students, trainees, volunteers, teachers and
trainers

Brussels,
Belgium

Brussels,
Belgium

DG EAC/ETF

DG
TAIEX/ETF

21-22 Feb

Assessment based on competence

25-26 Feb

Challenges  and  priorities  of  VET  reform  in  the  context  of
lifelong  learning  in  the  Candidate  countries  and  Western
Balkans

Turin, Italy

Turin, Italy

ETF

ETF

MARCH

01 March

Teacher and trainer training – Staff development project

Turin, Italy

ETF

01 March

EET  project  – 
introductory  workshop  on  personal
enterprise  development  and  the  development  of  business
understanding in general

St.  Petersburg,
Russia 
and
Kiev, Ukraine

project

ETF 
management
group

5-6 March

Internal training on project evaluation

Turin, Italy

ETF

11-13 March

Regional seminar on the dissemination of good practice in
vocational teacher training in the Western Balkans

Sofia, Bulgaria

ETF/HRDC

14-15 March

Advisory Forum regional meeting

ETF

Skopje,  Former
Yugoslav
Republic 
Macedonia

of

18-19 March

VET reform process seminar

Tirana, Albania

ETF

18-22 March

Training for Tacis National Observatory assistants

Turin, Italy

ETF

49

 
21 March

National conference on Regional Training Centre project

Marijampole,
Lithuania

ETF

APRIL

4 April

Common methodologies for capacity building

Turin, Italy

14 April

Training and skills upgrading seminar

Almaty,
Kazakhstan

ETF

ETF

15-16 April

National  Tempus  Office,  Tempus  Information  Point
meeting

Brussels,
Belgium

DG EAC

18-19 April

Entrepreneurship 
management 
workshop

in  education  and 

team  meeting  and 

training  project
staff  development

Turin, April

ETF

23-25 April

Vocational 
committee meeting

training  reform 

in 

the  Ukraine  steering

Kiev, Ukraine

ETF

25-26 April

Teacher and trainer training and national VET conference

and

ETF

Kaunas 
Vilnius,
Lithuania

MAY

6-7 May

Policy conference on validation of informal and non-formal
learning

Oslo, Norway

EAC,

DG 
ETF,
CEDEFOP

30-31 May

Second assessment based on competence seminar

Turin, Italy

ETF

JUNE

13-15 June

Tacis  Advisory  Forum  regional  meeting  combined  with
NObs meeting and TED project final conference

Issyk 
Kyrgyzstan

Kul,

ETF

19-21 June

Entrepreneurship in Education and Training

Kiev, Ukraine

ETF

20-21 June

Western Balkans Advisory Forum regional meeting

Podgorica,
Montenegro

ETF

30 June-
2 July

Skills development for enterprises meeting

Turin, Italy

ETF

JULY

16 July

Observatory function development and capacity building

Amman, Jordan

ETF

SEPTEMBER

02-03 Sept

Management  of  social  partnership  programme  in  co-
operation with ECOSOC meeting

Thessaloniki,
Greece

7 Sept.

Observatory function development and capacity building

Damascus,
Syria

ETF

ETF

12-13 Sept

Strengthening  partnership  between 
management training institutions

companies 

and

Kiev, Ukraine

ETF

19-20 Sept

Information  collection  on  the  system  of  guidance  and
counselling in the Candidate countries

Turin, Italy

ETF

50

 
22-26 Sept

Joint UNESCO/Eurostat education statistics workshop

27 Sept

Presentation of monographs to the Candidate countries

Bucharest,
Romania

ETF/UNESCO
/Eurostat

Brussels,
Belgium

ETF

OCTOBER

28-29 Oct

Seminar  on  training  for  managers  and  entrepreneurs  in
SMEs in Maghreb

Turin, Italy

ETF

28-29 Oct

Tempus  project 
projects

representatives  meeting  2001  Tacis

Brussels,
Belgium

DG EAC/ETF

NOVEMBER

7-11 Nov

Workshop on implementing EU VET reform projects

Turin, Italy

12-15 Nov

National Observatory workshop and training in statistics

Turin, Italy

20 Nov

Entrepreneurship 
committee meeting

in  education  and 

training  steering

21-22 Nov

Conference of teachers and trainer

Moscow,
Russian
Federation

Aalborg,
Denmark

ETF

ETF

ETF

ETF

25-26 Nov

Governing Board meeting

Turin, Italy

ETF

17 Dec

Observatory function development and capacity building

Amman, Jordan

ETF

DECEMBER

51

 
ANNEX 8: Table of ETF publications during 2002

Annual report 2001

Report on ETF activities and achievements in 2001.

Work programme 2002

Information and full details of ETF future actions as well as priorities for 2002. It reflects the
evolutionary process that is currently influencing the scope and content of ETF work.

General information leaflet

Concise information on ETF mission, expertise and services.

Central and Eastern Europe Key Indicators – Summary report

Executive summary of statistical information and indicators on the vocational education and
training system and the labour market in the future member states and the western Balkans.

Central and Eastern Europe Key Indicators

Statistical information and indicators on the vocational education and training system and the
labour market in the future member states and the western Balkans.

Candidate countries monographs – Summary report

Summary report on the synthesis of the monographs exercise prepared by ETF at the request
of  the  DG  Employment  and  Social  Affairs  as  a  contribution  to  the  monitoring  of  the  Joint
Assessment  Paper  on  employment  priorities.  It  provides  up-to-date  information  on  the
development  of  vocational  education  and  training  systems  and  structures  as  well  as  of  the
public and private employment services in the Candidate countries. The analysis is carried out
with reference to the priorities for lifelong learning set out by the European Union.

The challenges of lifelong learning – Report of a seminar involving Eastern Europe and
Central Asia

Outcomes of an international seminar held in Nyköping (Sweden) in February 2002 where the
conceptual  aspects  of  lifelong  learning  in  Eastern  Europe  and  Central  Asia  were  discussed.
The  report  aims  to  present  and  explain  the  concept  of  lifelong  learning  to  experts  from  the
education, training and labour market sectors as well as to explain the current state of play and
relevance of this topics in these countries.

Innovative practices in trainer and teacher training – Maghreb (printed in French)

Strategic recommendations for trainer and teacher training in the Maghreb region.

52

 
Overview of vocational education and training and its relevance to the labour market –
Mediterranean region

Series  of  reports  produced  by  the  ETF  at  the  request  of  the  European  Commission  that
describe  the  state  of  vocational  education  and  training  systems  in  the  countries  of  the
Mediterranean  region.  These  reports  not  only  aims  to  give  a  full  survey  of  the  national
vocational  education  and  training  system,  but  also  indicates  the  key  challenges  the  systems
face  in  a  wider  socio-economic  development  strategy.  They  also  analyse  the  links  of  the
vocational  education  and  training  systems  with  the  labour  market  and  the  development  of
workforce skills.

Vocational education and training against social exclusion

This  series  of  studies  conducted  in  central  and  eastern  European  countries  attempts  to  alert
national  authorities  to  vocational  education  and  training  as  a  way  of  combating  social
exclusion. The studies gather and analyse the qualitative and quantitative characteristics of the
groups affected by social exclusion with the aim to: i) evaluate the impact of macroeconomic
development  on  social  exclusion  and  poverty;  ii)  identify  groups  with  long-term  and  newly
emerging risks of social exclusion and poverty; iii) evaluate existing policies, social assistance
and labour market programmes for support of these risk groups; and iv) elaborate pilot project
proposals for reintegration of the target groups.

Human resources in the context of regional development – company skills survey

The  aim  of  the  project  discussed  in  this  series  of  reports  has  been  to:  assist  national
observatories and regional representatives in central and eastern European countries undertake
an in-depth demand-side qualitative assessment of emerging regional small and medium-sized
enterprises skill needs; examine demand-side perspectives in the context of local supply-side
infrastructure;  and  prepare  the  context  for  development  of  intervention  strategies.  The
exercise has covered companies in a variety of sectors across five different regions of Czech
Republic,  Estonia,  Hungary,  Lithuania  and  Poland  within  economies  that  are  at  a  different
stage of the transition process.

A management tool kit on training needs assessment and programme design

An integrated resource  for management development in  transition countries, this  tool  kit  on
training needs assessment  and programme design is  the  result  of  a  project  that  the  ETF  has
conducted in Ukraine, Kazakhstan and Kyrgyzstan, which has brought training providers and
companies together. The management tool kit is intended as a planning resource for corporate
managers, trainers and  consultants to support the design and  implementation  of in-company
management  development  and  wider  strategic  human  resources  management  programmes.
The  tool  kit  has  been  developed  for  use  in  transition  or  developing  economies,  and,
specifically, for companies operating in the new independent states.

53

 
VET management report – NIS (modules 1 and 2)

Manual  on  the  management  of  vocational  education  and  training  schools  aimed  at  VET
administrators,  ministry  officials,  regional  authorities  and  experts  involved  in  the  planning
and management of vocational education and training systems in Eastern Europe and Central
Asia. The first volume aims to describe the main features of vocational education and training
as an object of management. It looks into issues such as the production of services in VET;
VET as a field of state governance; VET as a field of market economy; and modernisation of
management methods and organisational structures in VET. The second volume presents the
major planning steps in VET starting from organisational preparation and prognostic analysis
to  monitoring  and  assessment  and  how  this  leads  to  a  new  planning  cycle.  The  learning
elements  cover  issues  such  as  how  to  organise  the  planning  process,  assessment  of  the
situation and forecasting. The two volumes are in Russian, a summary is provided in English.

Factsheets central and eastern Europe

A  series  of  factsheets  providing  key  information  on  vocational  education  and  training  in
central and eastern Europe.

National  observatory  country  reports  (Candidate  countries,  Western  Balkans,  Eastern
Europe and Central Asia)

A series of reports produced by the National Observatories. The reports are written according
to  a  structure  established  by  the  ETF  and  contained  detailed  information  on  the  vocational
education and training systems in the country concerned.

54

 
European Union
Member States

Candidate countries / future
Member States

Western Balkans

Eastern Europe and Central Asia MEDA Countries and Territories

ANNEX 9: Glossary of country codes

BG Bulgaria

ALB Albania

ARM Armenia

CZ Czech Republic

BIH Bosnia and Herzegovina

AZB Azerbaijan

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

DZ Algeria

EG Egypt

IL Israel

JO Jordan

LB Lebanon

MA Morocco

PS Palestinian Authority

SY Syria

TN Tunisia

FYR Former Yugoslav

BR Belarus

Republic of Macedonia

GEO Georgia

CRO Croatia

KAZ Kazakhstan

FRY Serbia and Montenegro

KYR Kyrgyzstan

(Republic of Serbia,
Kosovo5, Republic of

MOL Moldova

MNG Mongolia

Montenegro)

RF Russian Federation

TAD Tajikistan

TME Turkmenistan

UKR Ukraine

UZB Uzbekistan

5

"Under international administration in line with UNSCR 1244 of 10 June 1999"

55