Amended proposal for a Decision of the European Parliament and of THE Council establishing an integrated action programme in the field of lifelong learning Adaptation following the agreement of 17 May 2006 on the Financial Framework 2007-2013 (presented by the Commission pursuant to Article 250(2) of the EC Treaty)
Date: 2006-05-24
Institutions: European Commission
Subjects: EU programme, action programme, continuing vocational training, education

COMMISSION OF THE EUROPEAN COMMUNITIES 

Brussels, 24.5.2006 
COM(2006) 236 final 

2004/0153 (COD) 

Amended proposal for a 

DECISION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL 

establishing an integrated action programme in the field of lifelong learning 

Adaptation following the agreement of 17 May 2006  
on the Financial Framework 2007-2013 

(presented by the Commission pursuant to Article 250(2) of the EC Treaty) 

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EXPLANATORY MEMORANDUM 

1. 

HISTORY OF THE FILE 

1.1. 

Transmission  of  the  Commission’s  proposal  to  the  European  Parliament  and  to  the 
Council [COM(2004) 474] in accordance with Treaty Article 175(1): 15 July 2004. 

Opinion  of  the  European  Economic  and  Social  Committee:  10  February  2005 
(CES0139/2005). 

Opinion of the Committee of the Regions: 23 February 2005 (CDR0258/2004). 

Legislative  Opinion  (First  Reading)  of  the  European  Parliament:  25  October  2005 
(T6-0395/2005) 

Partial Political Agreement of the Council: 15 November 2005 (14690/05) 

2. 

OBJECTIVES OF THE COMMISSION’S PROPOSAL 

2.1. 

2.2. 

Based  on  Articles  149  and  150  of  the  Treaty,  the  proposal  was  to  establish  a  new 
integrated Lifelong Learning Programme 2007-2013, to replace the existing Socrates, 
Leonardo da Vinci, eLearning, and related programmes, which expire at the end of 
2006.  

The  Lifelong  Learning  Programme  will  comprise  four  specific  programmes: 
Comenius,  for  general  education  activities  concerning  schools  up  to  and  including 
upper  secondary  level;  Erasmus,  for  education  and  advanced  training  activities  at 
higher  education  level;  Leonardo  da  Vinci,  for  all  other  aspects  of  vocational 
education and training; and Grundtvig for adult education. In addition, the proposal 
incorporates  a  “transversal”  programme  incorporating  four  key  activities,  to  cover 
the  policy  issues  outlined  above,  and  to  make  specific  provision  for  language 
learning  and  ICT-related  activity  where  these  fall  outside  the  specific  programmes; 
and for a more substantial dissemination activity; and a Jean Monnet programme to 
support  action  related  to  European  integration  and  European  institutions  and 
associations in education and training.  

2.3. 

The proposal addresses important needs concerning the modernisation and adaptation 
of  Member  State  education  and  training  systems,  particularly  in  the  context  of  the 
strategic  Lisbon  goals,  and  brings  European  added  value  directly  to  individual 
citizens participating in its mobility and other cooperation actions.  

3. 

BUDGET  

3.1. 

The  original  budget  proposed  was  EUR  13.6  billion  (EUR  12.0  billion  in  2004 
prices), which would have funded the achievement of a series of targets to maximise 
the beneficial impact of European cooperation in the field, and the introduction of a 
series of new activities such as mobility grants for EU students on Erasmus-Mundus 
Joint  Masters  courses.  Following  the  Interinstitutional  Agreement  on  the  financial 
framework 2007-2013, the programme budget has been reduced to EUR 6.97 billion 

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3.2. 

(EUR 6.2 billion in 2004 prices). The quantified targets set out in the Decision have 
been amended accordingly.  

The  funds  available  are  insufficient  to  permit  many  new  activities  included  in  the 
Commission  proposal  to  be  introduced,  with  the  exception  of  mobility  for  upper-
secondary pupils in Comenius, which is planned to be launched on a relatively small 
scale  during  the  lifetime  of  the  new  programme,  and  the  assistantships  and  adult 
learner  mobility  actions  in  Grundtvig.  As  a  complement  to  this,  the  Commission 
proposes also to introduce the “Comenius-Regio” scheme propsed by the European 
Parliament,  another  relatively  small-scale  action  aimed  at  reinforcing  cross-border 
teacher  cooperation  in  frontier  regions.  The  Commission  has,  however,  retained 
references  in  the  programme  Decision  to  all  the  new  activities  originally  proposed, 
although without any corresponding budget allocation at this stage, to leave open the 
possibility  for  them  to  be  introduced  before  2013  should  funds  be  available,  either 
through re-allocations of the existing programme budget, or following a revision of 
the overall financial framework. 

3.3. 

The minimum allocations set out in Point B.10 of the Annex to the Decision for each 
of the four sectoral programmes have also had to be revised to reflect the reduction in 
the budget envelope.  

4. 

OVERVIEW OF AMENDMENTS  

4.1. 

European Parliament amendments 

4.1.1.  The  revised  proposal  incorporates  either  verbatim  or  in  substance  42  of  the  71 
amendments voted by the European Parliament at First Reading. The great majority 
of  these  amendments  improve  the  drafting  of  the  draft  Decision,  by  incorporating 
references to relevant policies or processes.  

4.1.2.  The following accepted amendments make more substantial changes relating directly 

to the content or implementation of the programme: 

Amendments 47 and 48: introduce the new “Comenius-Regio” action. 

Amendment 64: introduces the European Agency for Development in Special Needs 
Education  into  the  list  of  designated  institutions  to  receive  operating  grants.  This 
agency fulfils the criteria adopted by the Commission for the construction of the list: 
institutions in the field of the programme which have intergovernmental systems of 
governance and/or funding.  

Amendments 67, 68, 69 and 71: these are identical with amendments introduced in 
the  Council’s  Partial  Political  Agreement,  and  have  the  effect  of  interpreting  the 
Financial Regulation to permit simpler and more flexible programme implementation 
arrangements  than  are  possible  under  the  existing  generation  of  Community 
programmes in particular as suggested by the Commission at the time of its original 
proposal1.  

1 

COM(2004) 474, section 2.3 

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4.2. 

Council amendments  

4.2.1.  The Commission’s revised proposal follows the text of the Council’s Partial Political 

Agreement, except: 

for Recitals 23, 24 and 25 and Article 14, Article 17(2)(a) and (b), Article 19, 
(1) 
Article  21(2)(a)  and  (b),  Article  23,  Article  25(2)(a)  and  (b),  Article  27,  Article 
29(2)(a)  and  (b),  Article  31,  Article  37  and  Point  B.10  of  the  Annex.  These 
provisions  refer  directly  or  indirectly  to  the  programme  budget  envelope,  and  were 
excluded from the Council’s text pending agreement on the financial framework for 
the EU budget;  

for  Amendments  47,  48  and  64  of  the  European  Parliament,  accepted  by  the 
(2) 
Commission,  which  introduce  the  Comenius-Regio  action  and  the  Agency  for 
Development in Special Needs Education.  

4.2.2.  The  Commission  proposal  contains  two  substantive  amendments  included  in  the 

Council’s text: 

the re-introduction in Article 9 of consultation of the programme committee on 
(1) 
individual  selection  decisions  for  projects  and  networks  where  the  grant  proposed 
exceeds  EUR  1  million,  and  for  the  “Policy  Development”  Key  Activity  of  the 
Transversal Programme; and 

(2) 
the extension of a decentralised project approach from Leonardo da Vinci pilot 
projects,  to  Comenius,  Erasmus  and  Grundtvig  in  Articles  18(1)(c),  22(1)(b)  and 
30(1)(c). 

4.2.3. 

In line with the Council’s text, the Commission’s revised proposal replaces the term 
“integrated  programme”  with  “Lifelong  Learning  Programme”  throughout,  and 
replaces  the  term  “specific  programmes”  with  “sub-programmes”  to  refer  to  the 
component  programmes  within  it.  Following  the  Council’s  text,  it  also  makes  a 
number of structural changes which clarify the architecture of the Decision: 

former Article 3 “Definitions” (new Article 2) is moved to come before former 

(1) 
Article 2 “Specific Programmes” (now Article 3 “Sub-Programmes”); 

(2) 
the specific objectives relating to each sub-programme are moved from former 
Article 2 to the respective “Objectives” Articles of each sub-programme, where they 
precede the operational objectives; 

(3)  Article 9 covers the “implementing measures” for the entire programme and its 
additional 
sub-programmes, 
“implementing  measures”  Articles  under  each  sub-programme,  which  have 
consequently been removed; 

regrouping  material  previously 

included 

in 

former  Article  13  “Joint  Actions”  has  been  deleted,  and  replaced  by  specific 

(4) 
reference in new Article 13 to complementarity with relevant Community policies. 

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4.3. 

Commission amendments 

4.3.1.  Recital 19 is new, and refers to a new and significantly simpler system for supporting 
National  Agency  operating  costs,  through  lump  sum  funding  included  in  the 
agreement  distributing  the  decentralised  funds,  rather  than  as  a  series  of  separate 
operating grant agreements.  

4.3.2.  The operation of a fully decentralised project management system in the four sectoral 
sub-programmes, as set out in the Council text, would require a budget increase of at 
least  an  additional  EUR  500  million,  because  each  Member  State  would  need  to 
receive  a  budget  allocation  that  made  it  worthwhile  organising  a  call  for  proposals 
and  selection  –  ie  they  would  need  to  have  enough  money  to  be  able  to  fund  a 
reasonable number of projects at the end of the process. Given the substantial budget 
reduction,  this  level  of  funding  is  available  only  in  Leonardo,  so  it  is  unavoidable 
that  the  project  management  approach  has  to  be  amended.  The  Commission  has 
therefore  revised  the  “National  Agency  2”  procedure  set  out  in  Point  A.1.2  of  the 
Annex,  whereby  the  application  and  selection  process  is  managed  centrally,  with 
involvement of Member State experts at the quality evaluation stage, and the funds 
are then devolved to the National Agencies of the selected project coordinators, who 
manage the remainder of the process.  

4.3.3.  The Commission has introduced a new Point B.5 into the Annex, permitting the use 
of partnership grant agreements, which could be selected and funded for a four-year 
period, subject to a lightweight renewal procedure. 

5. 

AMENDED PROPOSAL 

5.1. 

In  accordance  with  Article  250(2)  of  the  Treaty,  the  Commission  modifies  its 
proposal as follows: 

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2004/0153 (COD) 

ProposalAmended proposal for a 

DECISION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL 

establishing an integrated action programme in the field of lifelong learning 

THE EUROPEAN PARLIAMENT AND THE COUNCIL OF THE EUROPEAN UNION, 

Having regard to the Treaty establishing the European Community, and in particular Articles 
149(4) and 150(4) thereof, 

Having regard to the proposal from the Commission2, 

Having regard to the opinion of the European Economic and Social Committee3, 

Having regard to the opinion of the Committee of the Regions4, 

Acting in accordance with the procedure laid down in Article 251 of the Treaty5, 

Whereas: 

(1) 

(2) 

(3) 

2 
3 
4 
5 
6 

7 

8 

Council  Decision  No  382/1999/EC6  established  the  second  phase  of  the  Community 
vocational training action programme ‘Leonardo da Vinci’. 

Decision No 253/2000/EC of the European Parliament and of the Council7 established 
the  second  phase  of  the  Community  action  programme  in  the  field  of  education 
‘Socrates’. 

Decision  No  2318/2003/EC  of  the  European  Parliament  and  of  the  Council8 
established a multi-annual programme for the effective integration of Information and 
Communication  Technologies  (ICT)  in  education  and  training  systems  in  Europe 
(eLearning programme). 

OJ C , , p.  
OJ C 221, 8.9.2005, p. 134. 
OJ C 164, 5.7.2005, p. 59. 
OJ C , , p. . 
OJ  L  146,  11.6.1999,  p.  33.  Decision  as  last  amended  by  Regulation  (EC)  No  1882/2003  of  the 
European Parliament and of the Council (OJ L 284, 31.10.2003, p. 1). 
OJ L 28, 3.2.2000, p. 1. Decision as last amended by Decision No 786/2004/EC (OJ L 138, 30.4.2004, 
p. 7). 
OJ L 345, 31.12.2003, p. 9. 

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(4) 

(5) 

(6) 

Decision No 791/2004/EC of the European Parliament and of the Council9 established 
a  Community  action  programme  to  promote  bodies  active  at  European  level  in  the 
field of education and training and to support specific activities in this field. 

Decision  No  2241/2004/EC  of  the  European  Parliament  and  of  the  Council10 
established a single framework for the transparency of qualifications and competences 
(Europass). 

Decision  No  2317/2003/EC  of  the  European  Parliament  and  of  the  Council11 
established a programme for the enhancement of quality in higher education and 
the  promotion  of  intercultural  understanding  through  cooperation  with  third 
countries (Erasmus Mundus) (2004-2008). 

(67)  The  Bologna  Declaration,  signed  by  the  Ministers  for  Education  of  29  European 
countries on 19 June 1999, established an intergovernmental process aimed at creating 
a  ‘European  Area  of  Higher  Education’  by  2010,  which  requires  support  at 
Community level. 

(78)  The  special  meeting  of  the  European  Council  in  Lisbon  on  23-24  March  2000  set  a 
strategic  goal  for  the  European  Union  to  become  the  most  competitive  and  dynamic 
knowledge-based economy in the world, capable of sustainable economic growth with 
more and better jobs and greater social cohesion, and invited the Education Council to 
undertake a general reflection on the concrete future objectives of education systems, 
focusing on common concerns and priorities while respecting national diversity. 

(9) 

An  advanced  knowledge  society  is  the  key  to  higher  growth  and  employment 
rates. Education and training are essential priorities for the European Union in 
order to achieve the Lisbon goals. 

(810)  On 12 February 2001 the Council adopted a report on the concrete future objectives of 
education  and  training  systems.  On  14  June  2002  it  subsequently  adopted  a  detailed 
work  programme  on  the  follow-up  of  these  objectives,  requiring  support  at 
Community level. 

(911)  The  meeting  of  the  European  Council  in  Göteborg  on  15-16  June  2001  agreed  a 
strategy  for  sustainable  development  and  added  an  environmental  dimension  to  the 
Lisbon process for employment, economic reform and social cohesion. 

(1012) The  meeting  of  the  European  Council  in  Barcelona  on  15-16  March  2002  set  the 
objective of making European Union education and training systems a world quality 
reference  by  2010,  and  called  for  action  to  improve  the  mastery  of  basic  skills,  in 
particular by teaching at least two foreign languages from a very early age. 

(1113) The Commission Communication12 and the Council Resolution13 on lifelong learning 
affirm  that  lifelong  learning  should  be  enhanced  by  actions  and  policies  developed 
within the framework of Community programmes in this field. 

9 
10 
11 
12 

OJ L 138, 30.4.2004, p. 31. 
OJ L 390, 31.12.2004, p. 6. 
OJ L 345, 31.12.2003, p. 1. 
COM(2001) 678. 

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(1214) The Council Resolution of 19 December 2002 on the promotion of enhanced European 
cooperation  in  vocational  education  and  training14  established  a  process  of  enhanced 
European  cooperation  in  vocational  education  and  training,  requiring  support  at 
Community level. The Copenhagen Declaration, agreed by the Ministers for Education 
of 31 European countries on 30 November 2002, associated the social partners and the 
candidate countries towith this process. 

(1315) The Communication from the Commission on the Action Plan for skills and mobility15 
noted the continuing need for action at European level to improve the recognition of 
education and training qualifications. 

(1416) The  Communication  from  the  Commission  on  the  Action  Plan  promoting  language 
learning and linguistic diversity16 set out actions to be taken at European level during 
the period 2004-2006 and requires follow-up action. 

(17)  Promoting  the  teaching  and  learning  of  languages  and  linguistic  diversity, 
including the official languages of the Community and its regional and minority 
languages, should be a priority of Community action in the field of education and 
training. Such action is particularly important in border regions of the Member 
States in relation to the languages used in neighbouring regions of other Member 
States. 

(1518) The  interim  evaluation  reports  of  the  existing  Socrates  and  Leonardo  da  Vinci 
programmes  and  the  public  consultation  on  the  future  of  Community  activity  in 
education  and  training  revealed  a  strong  and  in  some  respects  growing  need  for 
continuing  cooperation  and  mobility  in  these  fields  at  European  level.  They 
emphasised the importance of creating closer links between Community programmes 
and  policy  developments  in  education  and  training,  expressed  the  wish  that 
Community action should be structured so as to respond better to the lifelong learning 
paradigm, and pressed for a simpler, more user-friendly and more flexible approach to 
implementing such action.  

(19)  Following  the  principle  of  sound  financial  management,  the  implementation  of 
the  programme  may  be  simplified  by  recourse  to  lump  sum  funding,  in  respect 
either of support awarded to programme participants or of Community support 
for  the  structures  established  at  national  level  for  the  administration  of  the 
programme. 

(1620) Significant  advantages  would  accrue  from  integrating  Community  support  for  trans-
national cooperation and mobility in the fields of education and training into a single 
programme,  which  would  permit  greater  synergies  between  the  different  fields  of 
action, and offer more capacity to support developments in lifelong learning, and more 
coherent,  streamlined  and  efficient  modes  of  administration.  A  single  Programme 
would also encourage better cooperation between the various levels of education 
and training. 

13 
14 
15 
16 

OJ C 163, 09.07.2002, p. 1. 
OJ C 13, 18.1.2003, p. 2. 
COM(2002) 72. 
COM(2003) 449. 

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(1721) An  IntegratedA  Lifelong  Learning  Programme  should  therefore  be  established  to 
contribute through lifelong learning to the development of the European Union as an 
advanced knowledge society, with sustainable economic development, more and better 
jobs and greater social cohesion. 

(1822) Given the specificities of the schools, higher education, vocational training and adult 
education  sectors,  and  the  consequent  need  for  Community  action  to  be  based  on 
objectives,  forms  of  action  and  organisational  structures  tailored  to  them,  it  is 
the 
individual  programmes  within 
appropriate 
IntegratedLifelong Learning Programme targeted at each of these four sectors, while 
maximising the coherence and commonality between them. 

the  framework  of 

to  retain 

(1923) In its Communication “Building our common Future: Policy challenges and Budgetary 
means  of  the  Enlarged  Union  2007-2013”17,  the  Commission  set  out  a  sequence  of 
quantified targets to be achieved by the new generation of Community education and 
training programmes, which require a significant increase in mobility and partnership 
actions. 

(2024) Given  the  demonstrated  beneficial  impacts  of  trans-national  mobility  on  individuals 
and  on  education  and  training  systems,  the  high  volume  of  unfulfilled  demand  for 
mobility  in  all  sectors,  and  its  importance  in  the  context  of  the  Lisbon  target,  it  is 
necessary to increase substantially the volume of support for trans-national mobility in 
the four sectoral sub-programmes.  

(25)  The  standard  Erasmus  student  mobility  grant  has  remained  at  an  average  of 
about EUR 150 per month since 1993. In real terms, this represents a 25% cut in 
its  value,  and  acts  as  an  ever  greater  obstacle  to  participation  of  less  privileged 
students in the Programme. In order to cover more adequately the real additional 
costs  borne  by  students  studying  abroad,  the  standard  student  mobility  grant 
should be maintained at an average of EUR 200 per month in real terms for the 
duration of the programme.  

(26)  More provision should be made for the mobility needs of individual school pupils 
at  secondary  level,  hitherto  not  covered  by  Community  Programmes,  by 
introducing  a  new  type  of  mobility  action  into  the  Comenius  programme.  The 
opportunities offered by individual teacher mobility for the development of long-
term  cooperation  between  schools  in  neighbouring  regions  should  also  be 
exploited more fully.  

(27)  Small-  and  medium-sized  enterprises  play  an  important  role  in  the  European 
economy.  Hitherto,  however,  participation  by  such  enterprises  in  the  Leonardo 
Programme has been limited. Steps should be taken to improve the attractiveness 
of  Community  action  to  such  enterprises,  in  particular  by  ensuring  that  more 
mobility  opportunities  are  available  for  apprentices.  Suitable  arrangements, 
analogous to those that exist under Erasmus, should be made for the recognition 
of the outcomes of such mobility. 

17 

COM(2004) 101, p. 13. 

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(28)  Given  the  particular  educational  challenges  facing  the  children  of  occupational 
travellers  and  mobile  workers  in  Europe,  full  use  should  be  made  of  the 
opportunities available under the Comenius Programme to support transnational 
activities targeted at their needs. 

(29) 

Increased  mobility  throughout  Europe  must  be  accompanied  by  constantly 
higher standards. 

(2130) In  order  to  respond  to  the  increased  need  to  support  activities  at  European  level 
designed  to  achieve  these  policy  objectives,  to  provide  a  means  of  supporting  trans-
sectoral  activity  in  the  fields  of  languages  and  ICT,  and  to  strengthen  the 
dissemination  and  exploitation  of  results  of  the  programme,  it  is  appropriate  to 
complement the four sectoral sub-programmes with a transversal programme.  

(2231) In  order  to  respond  to  the  increasing  need  for  knowledge  and  dialogue  on  the 
European  integration  process  and  its  development,  it  is  important  to  stimulate 
excellence  in  teaching,  research  and  reflection  in  this  field  by  supporting  higher 
education  institutions  specialising  in  the  study  of  the  European  integration  process, 
European  associations  in  the  fields  of  education  and  training  and  the  Jean  Monnet 
Action.  

(2332) It  is  necessary  to  provide  sufficient  flexibility  in  the  formulation  of  this  Decision  to 
allow  for  appropriate  adjustments  in  the  actions  of  the  IntegratedLifelong  Learning 
Programme to respond to changing needs during the period 2007 to 2013, and to avoid 
the inappropriately detailed provisions of previous phases of Socrates and Leonardo da 
Vinci.  

(2433) In all its activities, the Community must eliminate inequalities, and promote equality, 

between men and women, as provided for in Article 3 of the Treaty. 

(2534) Further  to  Article  151  of  the  Treaty,  the  Community  must  take  cultural  aspects  into 
account  in  its  action  under  other  provisions  of  the  Treaty,  in  particular  in  order  to 
respect  and  to  promote  the  diversity  of  its  cultures.  Particular  attention  should  be 
paid  to  the  synergy  between  culture,  education  and  training.  Intercultural 
dialogue should also be encouraged. 

(2635) There  is  a  need  to  promote  active  citizenship  and  respect  for  human  rights  and 
democracy, and to step up the fight against exclusion in all its forms, including racism 
and xenophobia. 

(2736) The  special  learning  needs  of  people  with  disabilities  should  be  actively  addressed. 
There  is  a  need  to  widen  access  to  those  from  disadvantaged  groups  and  to 
address  actively  the  special  learning  needs  of  those  with  disabilities,  in  the 
implementation  of  all  parts  of  the  Programme,  including  through  the  use  of 
higher  grants  to  reflect  the  additional  costs  of  disabled  participants,  and  the 
provision of support for the learning and use of sign languages and braille.  

(37)  Note  should  be  taken  of  the  achievements  of  the  European  Year  of  Education 
through  Sport  (2004)  and  of  the  potential  educational  benefits  of  cooperation 
institutions  and  sports  organisations  that  the  Year 
between  educational 
highlighted. 

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(2838) The  candidate  countries  for  membership  of  the  European  Union  and  the  EFTA 
countries which are members of the EEA may participate in Community programmes 
in  accordance  with  agreements  to  be  signed  between  the  Community  and  these 
countries. 

(2939) The European Council in Thessaloniki on 19 and 20 June 2003 approved the Council 
conclusions of 16 June on the Western Balkans, including its annex “The Thessaloniki 
Agenda  for  the  Western  Balkans:  moving  towards  European  integration”,  which 
provides  that  Community  programmes  should  be  opened  to  the  Stabilisation  and 
Association  Process  countries  on  the  basis  of  framework  agreements  to  be  signed 
between the Community and those countries. 

(3040) The  Community  and  the  Swiss  Confederation  have  declared  their  intention  of 
undertaking negotiations to conclude agreements in areas of common interest such as 
Community education, training and youth programmes. 

(3141) The  IntegratedLifelong  Learning  Programme  should  be  regularly  monitored  and 
evaluated in cooperation between the Commission and the Member States in order to 
allow for readjustments, particularly with respect to the priorities for implementing the 
measures.  The  evaluation  should  include  an  external  evaluation  to  be  conducted  by 
independent, impartial bodies. 

(3242) Resolution 2000/2315(INI) of the European Parliament on the implementation of the 
Socrates programme18 drew attention to the disproportionately onerous administrative 
procedures for grant applicants under the second phase of the programme. 

(3343) Council  Regulation  (EC,  Euratom)  No  1605/2002  of  25  June  2002  on  the  Financial 
Regulation  applicable  to  the  general  budget  of  the  European  Communities19  and 
Commission  Regulation  (EC,  Euratom)  No  2342/2002  of  23  December  2002  laying 
down detailed rules for the implementation of Council Regulation (EC, Euratom) No 
1605/200220, which safeguard the Community’s financial interests, have to be applied 
taking  into  account  the  principles  of  simplicity  and  consistency  in  the  choice  of 
budgetary  instruments,  a  limitation  on  the  number  of  cases  where  the  Commission 
retains  direct  responsibility  for  their  implementation  and  management,  and  the 
required  proportionality  between  the  amount  of  resources  and  the  administrative 
burden related to their use.  

(44)  Radical  administrative  simplification  of  application  procedures  is  essential  for 
successful  implementation  of  the  Programme.  Administrative  and  accounting 
requirements should be proportional to the size of the grant. 

(3445) Appropriate measures should also be taken to prevent irregularities and fraud and the 
necessary  steps  should  be  taken  to  recover  funds  lost,  wrongly  paid  or  incorrectly 
used.  

(46) 

It  is  appropriate  to  ensure  a  correct  closure  of  the  Programme  in  particular 
regarding  the  continuation  of  multi-annual  arrangements  for  its  management, 

18 
19 
20 

OJ C 293 E, 28.2.2002, p. 103. 
OJ L 248, 16.9.2002, p. 1. 
OJ L 357, 31.12.2002, p. 1. 

EN 

11 

   EN 

 
                                                 
such as the financing of technical and administrative assistance. As of 1 January 
2014,  the  technical  and  administrative  assistance  will  ensure,  if  necessary,  the 
management of actions not yet finalised by the end of 2013, including monitoring 
and audit actions.  

(3547) Since  the  objectives  of  the  proposed  action  concerning  the  contribution  of  European 
cooperation  to  quality  education  and  training  cannot  be  sufficiently  achieved  by  the 
Member  States  because  of  the  need  for  multilateral  partnerships,  trans-national 
mobility and Community-wide exchanges of information, and can therefore, by reason 
of the nature of the actions and measures necessary, be better achieved at Community 
level,  the  Community  may  adopt  measures,  in  accordance  with  the  principle  of 
subsidiarity as set out in Article 5 of the Treaty. In  accordance with the principle of 
proportionality,  as  set  out  in  that  Article,  this  Decision  does  not  go  beyond  what  is 
necessary in order to achieve those objectives. 

(3648) This Decision  establishes a  financial  frameworkbudget for the entire duration of the 
programme, which is, to be the principal point of reference for the budgetary authority, 
the  principal  point  of  reference,  within  the  meaning  of  point  3337  of  the 
interinstitutional agreement of 6 May 1999Interinstitutional Agreement of 17 May 
2006 between the European Parliament, the Council and the Commission on budgetary 
discipline  and 
the  budgetary 
improvementsound  financial  management  of 
procedure21. 

(3749) The measures necessary for the implementation of this Decision should be adopted in 
accordance  with  Council  Decision  1999/468/EC  of  28  June  1999  laying  down  the 
procedures for the exercise of implementing powers conferred on the Commission22. 

21 
22 

OJ C 172, 18.06.1999, p1, , p. 
OJ L 184, 17.7.1999, p. 23. 

EN 

12 

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HAVE DECIDED AS FOLLOWS: 

TITLE I 

GENERAL PROVISIONS 

Chapter I 
The IntegratedLifelong Learning Programme 

Article 1 

Establishment of the IntegratedLifelong Learning Programme 

1. 

2. 

This Decision establishes an integrated programme for Community action in the field 
of  lifelong  learning,  hereinafter  referred  to  as  ‘the  IntegratedLifelong  Learning 
Programme’. 

The  general  objective  of  the  IntegratedLifelong  Learning  Programme  is  to 
contribute  through  lifelong  learning  to  the  development  of  the  Community  as  an 
advanced  knowledge  society,  with  sustainable  economic  development,  more  and 
better  jobs  and  greater  social  cohesion,  while  ensuring  good  protection  of  the 
environment  for  future  generations.  In  particular,  it  aims  to  foster  interchange, 
cooperation  and  mobility  between  education  and  training  systems  within  the 
Community so that they become a world quality reference. 

3. 

The  IntegratedLifelong  Learning  Programme  shall  have  the  following  specific 
objectives: 

(a) 

to  contribute  to  the  development  of  quality  lifelong  learning  and  to  promote 
high  performance,  innovation  and  a  European  dimension  in  systems  and 
practices in the field; 

(b) 

to support the realisation of a European area for lifelong learning; 

(c) 

(d) 

(e) 

to help improve the quality, attractiveness and accessibility of the opportunities 
for lifelong learning available within Member States; 

to reinforce the contribution of lifelong learning to personal fulfilment, social 
cohesion,  active  citizenship,  intercultural  dialogue,  gender  equality  and  the 
participation of people with special needspersonal fulfilment;  

to help promote creativity, competitiveness, employability and the growth of an 
entrepreneurial spirit; 

EN 

13 

   EN 

 
 
(f) 

to  contribute  to  increased  participation  in  lifelong  learning  by  people  of  all 
ages,  including  those  with  special  needs  and  disadvantaged  groups, 
regardless of their socio-economic background; 

(g) 

to promote language learning and linguistic diversity; 

(h) 

(i) 

(j) 

(k) 

to  support  the  development  of  innovative  ICT-based  content,  services, 
pedagogies and practice for lifelong learning; 

to  reinforce  the  role  of  lifelong  learning  in  creating  a  sense  of  European 
citizenship  based  on  understanding  and  respect  for  human  rights  and 
democracy,  and  encouraging  tolerance  and  respect  for  other  peoples  and 
cultures; 

to  promote  co-operation  in  quality  assurance  in  all  sectors  of  education  and 
training in Europe; 

to exploit encourage the best use of results, innovative products and processes 
and to exchange good practice in the fields covered by the IntegratedLifelong 
Learning  Programme,  in  order  to  improve  the  quality  of  education  and 
training. 

In  accordance  with  the  administrative  provisions  set  out  in  the  Annex,  the 
IntegratedLifelong Learning Programme shall support and supplement action taken 
by the Member States, while fully respecting their responsibility for the content 
of education and training systems and their cultural and linguistic diversity. 

As  set  out  in  Article  23,  the  objectives  of  the  IntegratedLifelong  Learning 
Programme  shall  be  pursued 
implementation  of  four  sectoral 
programmes,  one  transversal  programme,  and  the  Jean  Monnet  programme, 
hereinafter collectively referred to as ‘the Specificsub-programmes’. 

through 

the 

This  Decision  shall  be  implemented  over  the  period  from  1  January  2007  until  31 
December  2013.  However,  preparatory  measures,  including  decisions  by  the 
Commission  in  accordance  with  Article  9,  may  be  implemented  as  from  the  entry 
into force of this Decision.  

The  provisions  of  this  Decision  relating  to  the  Integrated  Programme  shall  also 
govern the Specific Programmes, to which specific provisions shall also apply. 

4. 

5. 

6. 

7. 

Article 32 

Definitions 

For the purpose of this Decision, the following definitions shall apply:  

1. 

2. 

EN 

“pre-school”  means  organised  educational  activity  undertaken  before  the  start  of 
obligatory primary schooling; 

“pupil” means a person enrolled in a learning capacity at a school; 

14 

   EN 

 
3. 

4. 

5. 

56. 

7. 

8. 

9. 

“school”  means  all  types  of  institutions  providing  general  (nursery  or  other  pre-
school, primary or secondary), vocational and technical education and, exceptionally, 
in  the  case  of  measures  to  promote  language  learning,  non-school  institutions 
providing apprenticeship training; 

“teachers/educational  staff”  means  persons  who,  through  their  duties,  are  involved 
directly in the educationaleducation process in the Member States; 

“trainers” mean persons who, through their duties, are involved directly in the 
vocational education and training process in the Member States; 

“student” means a person registered in a higher education institution, whatever their 
field  of  study,  in  order  to  follow  higher  education  studies  leading  to  a  recognised 
degree or diplomaother recognised tertiary level qualification, up to and including 
the level of doctorate; 

“trainee”  means  a  person  undergoing  vocational  training,  either  within  a 
training institution or training organisation or at the workplace; 

“adult learner” means a learner participating in adult education; 

“people  in  the  labour  market”  means  workers,  the  self-employed  or  people 
available for employment; 

610. 

“higher education institution” means: 

(a) 

(b) 

any  type  of  higher  education  institution,  according  toin  accordance  with 
national legislation or practice, which offers qualifications or diplomas at that 
levelrecognised  degrees  or  other  recognised  tertiary  level  qualifications, 
whatever such establishments may be called in the Member States;  

any institution providing advanced vocational training at International Standard 
Classification  of  Education  (ISCED)  levels  5  or  6,  in  accordance  with 
national  legislation  or  practice,  which  offers  vocational  education  or 
training at tertiary level; 

711. 

“Joint Masters” means Masters courses in higher education that: 

(a) 

(b) 

(c) 

(d) 

involve a minimum of three higher education institutions from three different 
Member States; 

implement a study programme which involves a period of study in at least two 
of those three institutions; 

have built-in mechanisms for the recognition of periods of study undertaken in 
partner institutions based on, or compatible with, the European credit transfer 
system; 

result  in  the  awarding  of  joint,  double  or  multiple  degrees,  recognised  or 
accredited by the Member States, from the participating institutions; 

EN 

15 

   EN 

 
8. 

9. 

12. 

“initial vocational training” means any form of initial vocational training, including 
teaching,  apprenticeship  and  vocationally  oriented 
technical  and  vocational 
education,  which  contributes  to  the  achievement  of  a  vocational  qualification 
recognised by the competent authorities in the Member State in which it is obtained; 

“continuing  vocational  training”  means  any  vocational  training  undertaken  by  a 
person in the Community during his or her working life; 

“vocational training” means any form of initial vocational education or training, 
including  technical  and  vocational  teaching  and  apprenticeships,  which 
contributes  to  the  achievement  of  a  vocational  qualification  recognised  by  the 
competent authorities in the Member State in which it is obtained, as well as any 
continuing vocational education or training undertaken by a person during his 
or her working life; 

1013. 

“adult  education”  means  all  forms  of  non-vocational  adult  learning,  whether  of  a 
formal, non-formal or informal nature; 

1114. 

1215. 

1316. 

“study visit” means a short-term visit, made to study a particular aspect of lifelong 
learning  in  another  Member  State,  to  exchange  good  practice  or  to  learn  a  new 
methodology or skill; 

“mobility” means moving physically to another countryspending a period of time in 
another Member State, in order to undertake study, work experience, other learning 
or  teaching  activity  or  related  administrative  activity,  supported  as  appropriate  by 
preparationpreparatory  or  refresher  courses  in  the  host  language  or  working 
language; 

“placement” means a stayspending a period of time in an enterprise or organisation 
in  another  Member  State,  supported  as  appropriate  by  preparationpreparatory  or 
refresher  courses  in  the  host  language  or  working  language,  with  a  view  to 
helping individuals to adapt to the requirements of the Community-wide labour 
market,  to  acquiring  a  specific  skill  orand  to  improving  understanding  of  the 
economic  and  social  culture  of  the  country  concerned  in  the  context  of  acquiring 
work experience; 

1417. 

“unilateral” means involving a single institution; 

1518. 

“bilateral” means involving partners from two Member States; 

1619. 

1720. 

“multilateral”  means  involving  partners  from  at  least  three  Member  States.  The 
Commission  may  regard  associations  or  other  bodies  with  membership  from  three 
Member States or more as multilateral; 

“partnership”  means  a  bilateral  or  multilateral  agreement  between  a  group  of 
institutions or organisations in different Member  States  to  carry  out joint European 
activities in lifelong learning; 

1821. 

“network” means a formal or informal grouping of bodies active in a particular field, 
discipline or sector of lifelong learning; 

EN 

16 

   EN 

 
1922. 

“project” means a cooperation activity with a defined outcome developed jointly by 
a formal or informal grouping of organisations or institutions; 

2023. 

“project  coordinator”  means  the  organisation  or  institution  in  charge  of  the 
implementation  of  the  project  by  the  multilateral  grouping  which  signs  the  grant 
agreement with the Commission; 

2124. 

“project partners” means the organisations or institutions other than the coordinator, 
which form the multilateral grouping; 

2225. 

2326. 

24. 

2527. 

2628. 

2729. 

“enterprise”  means  all  undertakings engaged  in  economic  activity in the public or 
private sector whatever their size, legal status or the economic sector in which they 
operate, and all types of economic activities, including the social economy; 

“social partners” means, at national level, employers’ and workers’ organisations in 
conformity with national laws and/or practices and, at Community level, employers’ 
and workers’ organisations taking part in the social dialogue at Community level;  

“learning provider” means all institutions or organisations providing lifelong learning 
within  the context  of the Integrated Programme,  or within the  limits  of  its  Specific 
Programmes; 

“guidance  and  counselling”  means  a  range  of  activities  such  as  information, 
assessment,  orientation  and  advice  to  assist  learners,  trainers  and  other  staff  to 
make  choices  relating  to  education  and  training  programmes  or  employment 
opportunities; 

“dissemination  and  exploitation  of  results”  means  activities  designed  to  ensure  that 
the results of the IntegratedLifelong Learning Programme and its predecessors are 
appropriately recognised, demonstrated and implemented on a wide scale; 

“lifelong  learning”  means  all  general  education,  vocational  education  and  training, 
non-formal education and informal learning undertaken throughout life, resulting in 
an  improvement  in  knowledge,  skills  and  competences  within  a  personal,  civic, 
the  provision  of 
social  and/or  employment-related  perspective.  It 
counselling and guidance services. 

includes 

Article 23 

SpecificSub-Programmes 

1. 

The sectoral sub-programmes shall be the following: 

(a) 

(b) 

the Comenius programme, which shall address the teaching and learning needs 
of  all  those  in  pre-school  and  school  education  up  to  the  level  of  the  end  of 
upper  secondary  education,  and  the  institutions  and  organisations  providing 
such education; 

the Erasmus programme, which shall address the teaching and learning needs 
of all those in formal higher education and vocational education and training at 
tertiary level, whatever the length of their course or qualification may be and 

EN 

17 

   EN 

 
including doctoral studies, and the institutions and organisations providing or 
facilitating such education and training; 

(c) 

the  Leonardo  da  Vinci  programme,  which  shall  address  the  teaching  and 
learning needs of all those in vocational education and training including initial 
and  continuing  vocational  training,  other  than  advanced  level  vocational 
education and training at tertiary level, other than at tertiary level, as well as 
the  institutions  and  organisations  providing  or  facilitating  such  education  and 
training; 

(d) 

the Grundtvig programme, which shall address the teaching and learning needs 
of  those  in  all  forms  of  adult  education,  as  well  as  the  institutions  and 
organisations providing or facilitating such education. 

2. 

The Ttransversal programme shall comprise the following four key activities: 

(a) 

policy cooperation and innovation in lifelong learning within the Community; 

(b) 

promotion of language learning; 

(c) 

(d) 

development  of  innovative  ICT-based  content,  services,  pedagogies  and 
practice for lifelong learning; 

dissemination  and  exploitation  of  results  of  actions  supported  under  the 
programme and previous related programmes, and exchange of good practice. 

3. 

The Jean Monnet programme shall support institutions and activities in the field of 
European integration. It shall comprise the following three key activities: 

(a) 

the Jean Monnet Action; 

(b) 

(c) 

operating grants to support specified institutions dealing with issues relating to 
European integration; 

operating grants to support other European institutions and associations in the 
fields of education and training. 

4. 

In addition to the objectives set out in Article 1, the Specific Programmes shall have 
the following specific objectives: 

(a) 

the Comenius programme: 

(i) 

(ii) 

to  develop  understanding  among  young  people  and  educational  staff  of 
the diversity of European cultures and its value; 

to  help  young  people  acquire  the  basic  life-skills  and  competences 
necessary for their personal development, for future employment and for 
active European citizenship; 

(b) 

the Erasmus programme: 

(i) 

to support the realisation of a European Higher Education Area; 

EN 

18 

   EN 

 
(ii) 

to reinforce the contribution of higher education and advanced vocational 
education to the process of innovation; 

(c) 

the  Leonardo  da  Vinci  programme:  to  facilitate  adaptation  to  labour  market 
changes and to the evolution of skills needs; 

(d) 

the Grundtvig programme:  

(i) 

to  respond  to  the  educational  challenge  of  an  ageing  population  in 
Europe;  

(ii) 

to  help  provide  adults  with  alternative  pathways  to  improving  their 
knowledge and competences; 

(e) 

the transversal programme: 

(i) 

to promote European cooperation in fields covering two or more sectoral 
programmes; 

(ii) 

to  promote  the  convergence  of  Member  States’  education  and  training 
systems; 

(f) 

the Jean Monnet programme: 

(i) 

(ii) 

to  stimulate  teaching,  research  and  reflection  activities  in  the  field  of 
European integration studies; 

to  support  the  existence  of  an  appropriate  range  of  institutions  and 
associations  focusing  on  issues  relating  to  European  integration  and  on 
education and training in a European perspective. 

Article 4 

Access to the IntegratedLifelong Learning Programme 

The IntegratedLifelong Learning Programme is aimed in particular at: 

(a) 

pupils, students, trainees and adult learners; 

(b) 

teachers, trainers and other staff involved in any aspect of lifelong learning; 

(c) 

people in the labour market; 

(d) 

(e) 

(f) 

learning  providersinstitutions  or  organisations  providing 
learning 
opportunities within the context of the Lifelong Learning Programme, or 
within the limits of its sub-programmes; 

the  persons  and  bodies  responsible  for  systems  and  policies  concerning  any 
aspect of lifelong learning at local, regional and national level; 

enterprises, social partners and their organisations at all levels, including trade 
organisations and chambers of commerce and industry; 

EN 

19 

   EN 

 
(g) 

(h) 

(i) 

(j) 

bodies providing guidance, counselling and information services relating to any 
aspect of lifelong learning; 

associations  working  in  the  field  of  lifelong  learning,  including  students’, 
trainees’, pupils’, teachers’, parents’ and adult learners’ associations; 

research centres and bodies concerned with lifelong learning issues; 

nonnot-for-profit 
organisations (“NGOs”). 

organisations, 

voluntary 

bodies, 

non-governmental 

Article 5 

Community actions 

1. 

The  IntegratedLifelong  Learning  Programme  shall  comprise  support  for  the 
following actions:  

(a) 

the mobility of people in lifelong learning in Europe; 

(b) 

bilateral and multilateral partnerships; 

(c) 

multilateral  projects  especially  designed  to  improve  national  education  and 
training systemspromote quality in education and training systems through 
the transnational transfer of innovation; 

(d) 

unilateral and national projects; 

(e) 

multilateral projects and networks; 

(f) 

(g) 

(h) 

observation  and  analysis  of  policies  and  systems  in  the  field  of  lifelong 
learning,  the  establishment  and  regular  improvement  of  reference  material, 
including  surveys,  statistics,  analyses  and  indicators,  action  to  support 
transparency and recognition of qualifications and prior learning, and action to 
support cooperation in quality assurance; 

operating  grants  to  support  certain  operational  and  administrative  costs  of 
organisations  active  in  the  field  covered  by  the  IntegratedLifelong  Learning 
Programme; 

other  initiatives  in  line  withaimed  at  promoting  the  objectives  of  the 
IntegratedLifelong Learning Programme (‘Accompanying Measures’). 

2. 

3. 

Community  support  may  be  awarded  for  preparatory  visits  in  respect  of  any  of  the 
actions set out in this Article.  

The Commission may organise such seminars, colloquia or meetings as are likely to 
facilitate  the  implementation  of  the  IntegratedLifelong  Learning  Programme,  and 
undertake  appropriate  information,  publication  and  dissemination  actions  and 
actions to increase awareness of the programme as well as programme monitoring 
and evaluation.  

EN 

20 

   EN 

 
4. 

The  actions  referred  to  in  this  Article  may  be  implemented  by  means  of  calls  for 
proposals, calls for tenders, or directly by the Commission.  

Article 6 

Tasks of the Commission and the Member States  

1. 

2. 

The  Commission  shall  ensure  the  effective  and  efficient  implementation  of  the 
Community actions provided for by the IntegratedLifelong Learning Programme.  

The Member States shall  

(a) 

(b) 

the  necessary  steps 

take 
the 
IntegratedLifelong Learning Programme at Member State level, involving all 
the  parties  concerned  with  all  aspects  of  lifelong  learning  in  accordance  with 
national practice or legislation; 

the  efficient 

running  of 

to  ensure 

establish or designate and monitor an appropriate structure for the coordinated 
management  of  the  implementation  of  the  IntegratedLifelong  Learning 
Programme's  actions  at  Member  State  level  (national  agencies),  including 
budgetary  management,  in  conformity  with  the  provisions  of  Article  54(2)(c) 
of  Council  Regulation  (EC,  Euratom)  No  1605/200223  and  of  Article  38  of 
Commission  Regulation  (EC,  Euratom)  No  2342/200224,  in  accordance  with 
the following criteria: 

(i) 

an organisation established or designated as a national agency shall have 
legal personality or be part of an entity having legal personality, and 
be governed by the law of the Member State concerned. A ministry may 
not be designated as a national agency; 

(ii)  national agencieseach national agency must have an adequate number of 
staffadequate  staff  to  fulfil  its  tasks,  with  professional  and  linguistic 
capacities  appropriate  for  work  in  an  environment  of  international 
cooperation in the field of education and training; 

(iii) 

theyit  must  have  an  appropriate  infrastructure,  in  particular  as  regards 
informatics and communications; 

(iv) 

theyit must operate in an administrative context which enables themit to 
carry out theirits tasks satisfactorily and to avoid conflicts of interest; 

(v) 

theyit must be in a position to apply the financial management rules and 
contractual conditions laid down at Community level; 

(vi) 

theyit  must  offer  adequate  financial  guarantees,  issued  preferably  by  a 
public  authority,  and  theirits  management  capacity  must  be  appropriate 
to the level of Community funds theyit will be called upon to manage; 

23 
24 

OJ L 248, 16.9.2002, p. 1. 
OJ L 357, 31.12.2002, p. 1. 

EN 

21 

   EN 

 
                                                 
(c) 

take responsibility for the proper management by the national agencies referred 
to  in  sub-paragraph  (b)  above  of  credits  transferred  to  national  agencies  to 
support  projects,  and  in  particular  for  the  respect  by  national  agencies  of  the 
principles  of  transparency,  equality  of  treatment  and  of  the  avoidance  of 
double-funding with other sources of Community funds, and of the obligation 
to  monitor  projects  and  to  recover  any  funds  due  for  reimbursement  by 
beneficiaries; 

(d) 

take the necessary steps to ensure the appropriate audit and financial oversight 
of  the  national  agencies  referred  to  under  sub-paragraph  (b)  above,  and  in 
particular:  

(i) 

before the national agency starts work, provide the Commission with the 
necessary assurances as to the existence, relevance and proper operation 
within it, in accordance with the rules of sound financial management, of 
the procedures applied, the control systems, the accounting systems and 
the procurement and grant award procedures; 

(ii)  provide the Commission with a declaration of assurance each year as to 
the  reliability  of  the  financial  systems  and  procedures  of  the  national 
agencies, and the probity of their accounts; 

in  the  event  of  irregularity,  negligence  or  fraud  imputable  to  a  national 
structure established or designated under  sub-paragraph (b) above,  and  where 
this gives rise to claims by the Commission on the national agency which are 
not completely recovered, be responsible for the funds not recovered; 

from 

upon 

request 

learning 
designate 
providersinstitutions  or  organisations  providing  learning  opportunities,  or 
the  types  of  learning  providerssuch  institutions  or  organisations,  to  be 
the  IntegratedLifelong  Learning 
in 
considered  eligible 
Programme in their respective territories; 

the  Commission 

to  participate 

the 

endeavour  to  adopt  all  appropriate  measures 
legal  and 
administrative  obstacles  to  the  proper  functioning  of  the  IntegratedLifelong 
Learning Programme; 

to  remove 

to  ensure 

take  steps 
that  potential  synergies  with  other  Community 
programmes  and  financial  instruments  and  with  other  relevant  programmes 
operating in the Member State in question are realised at Member State level. 

(e) 

(f) 

(g) 

(h) 

3. 

The Commission, in cooperation with the Member States, shall ensure  

(a) 

(b) 

the  transition  between  the  actions  carried  out  within  the  context  of  the 
preceding programmes in the fields of education, training and lifelong learning 
and  those  to  be  implemented  under  the  IntegratedLifelong  Learning 
Programme; 

the adequate protection of the Communities’ financial interests, in particular by 
introducing  effective,  proportionate  and  dissuasive  measures,  administrative 
checks and penalties; 

EN 

22 

   EN 

 
(c) 

(d) 

appropriate  information,  publicity  and  follow-up  with  regard  to  actions 
supported under the IntegratedLifelong Learning Programme; 

the  collection,  analysis  and  processing  of  available  data  required  to 
measure  the  results  and  effects  of  the  programme,  and  to  monitor  and 
evaluate activities as referred to in Article 15; 

(e) 

the  dissemination  of  the  results  of  the  previous  generation  of  education 
and training programmes and of the Lifelong Learning Programme. 

Article 7 

Participation of third countries 

1. 

The IntegratedLifelong Learning Programme shall be open to the participation of: 

(a) 

(b) 

(c) 

EFTA  countries  which  are  members  of  the  EEA,  in  accordance  with  the 
conditions laid down in the EEA Agreement;  

Turkey  and  the  candidate  countries  of  Central  and  Eastern  Europe  benefiting 
from  a  pre-accession  strategy,  in  accordance  with  the  general  principles  and 
general  terms  and  conditions  for  the  participation  of  these  countries  in 
Community  programmes  established  in  the  respective  Framework  Agreement 
and  Association  Council  Decisionslaid  down  in  the  framework  agreements 
concluded  with  these  countries  for  their  participation  in  Community 
programmes; 

the countries of the Western Balkans, in accordance with the provisions to be 
determined  with  these  countries  following  the  establishment  of  framework 
agreements  concerningproviding  for 
in  Community 
programmes; 

their  participation 

(d) 

the Swiss Confederation, on the basis of a bilateral agreement to be concluded 
with this country. 

2. 

3. 

Key  activity  1  of  the  Jean  Monnet  programme  referred  to  in  Article  23(3)(a)  shall 
also be open to higher education institutions in any other third country. 

Third countries participating in the IntegratedLifelong Learning Programme shall be 
subject  to  all  the  obligations  and  will  fulfil  all  the  tasks  set  out  in  this  Decision  in 
relation to Member States. 

Article 8 

International cooperation 

Under  the  IntegratedLifelong  Learning  Programme,  and  in  accordance  with  Article  9,  the 
Commission  may  cooperate  with  third  countries  and  with  the  competent  international 
organisations,  in  particular  the  Council  of  Europe,  the  Organisation  for  Economic  Co-

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operation  and  Development  (OECD)  and  the  United  Nations  Educational,  Scientific  and 
Cultural Organisation (UNESCO). 

Chapter II 
Implementation of the IntegratedLifelong Learning Programme 

Article 9 

Implementing measures 

1. 

The measures necessary for the implementation of the IntegratedLifelong Learning 
Programme relating to the following matters shall be adopted by the Commission, in 
accordance with the management procedure referred to in Article 10(2): 

(a) 

the annual plan of work including priorities;  

(b) 

(c) 

(d) 

(e) 

(f) 

(g) 

(h) 

(i) 

the  annual  budget  and  the  distribution  of  funds  between  and  within  the 
Specificsub-programmes; 

the  general  guidelines  for  implementing  the  sub-programmes  (including 
decisions concerning the nature of the actions, their duration and funding 
level), the selection criteria and procedures;  

the  Commission's  proposals  for  the  selection  of  applications  for 
multilateral  projects  and  networks  as  referred  to  in  Article  33(1)(b)  and 
(c); 

the Commission's proposals for the selection of applications for actions set 
out  in  Article  5(1)(c)  and  in  Article  5(1)(e)  not  covered  by  the  preceding 
sub  paragraph  and  in  (f),  (g)  and  (h),  for  which  the  Community  support 
proposed exceeds €1 million; 

the  definition  of  the  respective  roles  and  responsibilities  of  the 
Commission, the Member States and the National Agencies regarding the 
"National agency procedures" set out in the Annex; 

the  distribution  of  funds  among  the  Member  States  for  the  actions  to  be 
managed through the “National agency procedure 1” set out in the Annex; 

arrangements 

the 
IntegratedLifelong Learning Programme; 

ensuring 

for 

internal 

consistency  within 

the 

the  arrangements  for  monitoring  and  evaluating  the  IntegratedLifelong 
Learning  Programme  and  the  sub-programmes  and  for  the  dissemination 
and transfer of results. 

2. 

The  measures  necessary  for  the  implementation  of  all  matters  within  Title  I  other 
than  those  specified  in  paragraph  1  of  this  Article  shall  be  adopted  in  accordance 
with the advisory procedure referred to in Article 10(3). 

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Article 10 

Committee 

1. 

2. 

3. 

4. 

5. 

1. 

The  Commission  shall  be  assisted  by  a  Committee,  hereinafter  referred  to  as  “the 
Committee”.  

Where  reference  is  made  to  this  paragraph,  Articles  4  and  7  of  Decision 
1999/468/EC  shall  apply,  having  regard  to  the  provisions  of  Article  8  thereof.  

The  period  laid  down  in  Article  4(3)  of  Decision  1999/468/EC  shall  be  set  at  two 
months.  

Where  reference  is  made  to  this  paragraph,  Articles  3  and  7  of  Decision 
1999/468/EC shall apply, having regard to the provisions of Article 8 thereof.  

The Committee shall adopt its rules of procedure.  

Member  States  may  not  be  represented  by  persons  employed  in,  or  having 
operational responsibility for, national agencies referred to in Article 6(2)(b). 

Article 11 

Social partners 

Whenever  the  Committee  is  consulted  on  any  matter  concerning  the  application  of 
this Decision in relation to vocational education and training, representatives of the 
social  partners,  appointed  by  the  Commission  on  the  basis  of  proposals  from  the 
European social partners, may participate in the work of the Committee as observers. 
The number of such observers shall be equal to the number of representatives of the 
Member States.  

2. 

Such observers shall have the right to request that their position be recorded in the 
minutes of the meeting of the Committee. 

Article 12 

Horizontal issuespolicies 

In  implementing  the  IntegratedLifelong  Learning  Programme,  due  regard  shall  be  paid  to 
ensuring  that  it  contributes  fully  to  furthering  the  horizontal  policies  of  the  Community,  in 
particular by: 

(a) 

promoting an awareness of the importance of cultural and linguistic diversity 
and  multiculturality  within  Europe,  as  well  as  of  the  need  to  combat  racism, 
prejudice and xenophobia; 

(b)  making provision for learners with special needs, and in particular by helping 

to promote their integration into mainstream education and training;  

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(c) 

(c) 

promoting  an  awareness  of  the  importance  of  contributing  to  sustainable 
economic development;  

promoting equality between men and women and contributing to combating all 
forms of discrimination based on sex, racial or ethnic origin, religion or belief, 
disability, age or sexual orientation. 

Article 13 

Joint Actions 

As part of the process of building up a Europe of knowledge, the actions supported under the 
Integrated Programme may be implemented in accordance with the procedures referred to in 
Article  10(2)  jointly  with  related  Community  programmes  and  actions,  particularly  those  in 
the  field  of  culture,  the  media,  youth,  research  and  development,  employment,  enterprise, 
environment and information and communication technologies. 

Article 1413 

Consistency and complementarity with other policies 

The  Commission  shall,  in  cooperation  with  the  Member  States,  ensure  overall 
consistency  and  complementarity  with  the  "Education  &  Training  2010"  Work 
Programme  and  other  relevant  Community  policies,  instruments  and  actions,  in 
particular  with  the  European  Social  Fund,  with  the  human  resource  and  mobility 
actions  of  the  Community’s  Framework  Programme  in  research  and  development, 
and  with  the  Community’s  statistical  programme.those  in  the  field  of  culture,  the 
media,  youth,  research  and  development,  employment,  recognition  of 
qualifications,  enterprise,  environment, 
information  and  communication 
technologies and the Community's statistical programme. 

The Commission shall, in cooperation with the Member States, ensure an efficient 
link-up  between  the  IntegratedLifelong  Learning  Programme  and  the  programmes 
and actions in the area of education and training undertaken within the framework of 
the  Community's  pre-accession  instruments,  other  cooperation  with  third  countries 
and the competent international organisations. 

The Commission shall keep the Committee regularly informed about other relevant 
Community  initiatives  taken  in  the  field of  lifelong  learning,  including  cooperation 
with third countries and international organisations. 

In  implementing  actions  under  the  IntegratedLifelong  Learning  Programme,  the 
Commission and the Member States shall have regard to the priorities set out in the 
employment  guidelinesintegrated  guidelines  for  employment  adopted  by  the 
Council,  as  part  of  a  coordinated  employment  strategythe  Lisbon  partnership  for 
growth and jobs. 

In partnership with the European social partners, the Commission shall endeavour to 
develop  an  appropriate  coordination  between  the  IntegratedLifelong  Learning 

1. 

2. 

3. 

4. 

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Programme  and  the  social  dialogue  at  Community  level,  including  at  sectoral 
levelsin the different sectors of the economy. 

In implementing the IntegratedLifelong Learning Programme, the Commission shall 
secure the assistance as appropriate of the European Centre for the Development of 
Vocational Training (Cedefop) in areas related to its competence and in accordance 
with  the  arrangements  set  out  in  Regulation  (EEC)  No  337/75  of  the  Council25. 
Where  appropriate,  the  Commission  may  also  secure  the  support  of  the  European 
Training  Foundation  within  the  scope  of  its  mandate  and  in  accordance  with  the 
arrangements set out in Council Regulation (EEC) No 1360/9026. 

The  Commission  shall  keep  the  Advisory  Committee  on  Vocational  Training 
regularly  informed  of  relevant  progress  under  the  Leonardo  da  Vinci  Programmein 
the area of vocational education and training. 

Chapter III 
Financial provisions - Evaluation 

Article 1514 

Funding 

The  indicative  financial  framework  for  the  implementation  of  the  Integrated 
Programmethis Decision for the period of 7 years as from 1 January 2007 is set at 
the 
EUR  13,6206 970  million.  Of 
amountsallocations to be committed to the Comenius, Erasmus, Leonardo da Vinci 
and  Grundtvig  programmes  shall  not  be  less  than  as  set  out  in  point  B.810  of  the 
Annex.  Those  amountsallocations  may  be  amended  by  the  Commission  in 
accordance with the procedures referred to in Article 10(2).  

framework, 

sumWithin 

this 

this 

Up to 1% of the budget of the IntegratedLifelong Learning Programme may be used 
to  support  the  participation  in  partnership,  project  and  network  actions  organised 
under the IntegratedLifelong Learning Programme of partners from third countries 
which  do  not  participate  in  the  IntegratedLifelong  Learning  Programme  under  the 
provisions of Article 7. 

The annual appropriations shall be authorised by the budgetary authority within the 
limits of the financial perspectiveframework. 

Article 1615 

Monitoring and evaluation 

The Commission shall, in cooperation with the Member States, regularly monitor 
and evaluate the IntegratedLifelong Learning Programme against its objectivesin 

OJ L 39, 13.2.1975. 
OJ L 131, 23.5.1990, p. 1. 

5. 

6. 

1. 

2. 

3. 

1. 

25 
26 

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27 

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2. 

3. 

4. 

5. 

cooperation  with  the  Member  States.  This  monitoring  shall  include  the  reports 
referred to in paragraph 4 and specific activities. 

The  Commission  shall  arrange  for  regular  independent  external  evaluations  of  the 
IntegratedLifelong Learning Programme and shall regularly publish statistics for 
monitoring progress. 

The  findings  of  the  monitoring  and  evaluation  of  the  Lifelong  Learning 
Programme and the previous generation of education and training programmes 
should be taken into account when implementing the Programme. 

Member States shall submit to the Commission by 30 June 2010 and 30 June 2015, 
respectively, reports on the implementation and the impact of the IntegratedLifelong 
Learning Programme. 

The Commission shall submit to the European Parliament, the Council, the European 
Economic and Social Committee and the Committee of the Regions: 

(a) 

an interim evaluation report on the results achieved and on the qualitative and 
quantitative aspects of the implementation of the IntegratedLifelong Learning 
Programme,  including  an  analysis  of  the  results  achieved,  by  31  March 
2011, 

(b) 

a  communication  on  the  continuation  of  the  IntegratedLifelong  Learning 
Programme by 31 December 2011, 

(c) 

an ex post evaluation report by 31 March 2016. 

TITLE II 

THE SPECIFICSUB-PROGRAMMES 

Chapter I 
The Comenius programme 

Article 1716 

Access to the Comenius programme 

Within  the  framework  of  the  IntegratedLifelong  Learning  Programme,  the  Comenius 
programme is aimed at: 

(a) 

pupils  in  pre-school  and  school  education  up  to  the  end  of  upper  secondary 
education; 

(b) 

schools, as specified by Member States; 

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(c) 

(d) 

(e) 

teaching,  support  and  administrativeteachers  and  other  staff  within  those 
schools; 

associations, not-for-profit organisations, NGOs and representatives of those 
involved in school education; 

public  and  private  organisationspersons  and  bodies  responsible  for  the 
organisation and delivery of education at local, regional and national levels; 

(f) 

research centres and bodies concerned with lifelong learning issues; 

(g) 

higher education institutions; 

(h) 

bodies providing guidance, counselling and information services. 

Article 1817 

Operational objectives Objectives of the Comenius programme 

1. 

In addition to the objectives of the IntegratedLifelong Learning Programme set out 
in  Articles  1  and  2Article  1,  the  operationalspecific  objectives  of  the  Comenius 
programme shall be: 

(a) 

(b) 

to  develop  knowledge  and  understanding  among  young  people  and 
educational staff of the diversity of European cultures and languages and 
its value; 

 to  help  young  people  acquire  the  basic  life-skills  and  competences 
necessary for their personal development, for future employment and for 
active European citizenship. 

2. 

The operational objectives of the Comenius programme shall be: 

(a) 

(b) 

(c) 

(d) 

to  increase  the  volume  and  improve  the  quality  of  exchangesimprove  the 
quality  and  to  increase  the  volume  of  mobility  involving  pupils  and 
educational staff in different Member States;  

to increase the volume and improve the quality ofimprove the quality and to 
increase  the  volume  of  partnerships  between  schools  in  different  Member 
States,  so  as  to  involve  at  least  one  pupil  in  twenty  3  million  pupils  in  joint 
educational activities during the period of the programme; 

to  encourage  the  learning  of  a  second  foreign  languagemodern  foreign 
languages; 

to  support  the  development  of  innovative  ICT-based  content,  services, 
pedagogies and practice for lifelong learning; 

(e) 

to reinforceenhance the quality and European dimension of teacher training; 

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(f) 

to  improvesupport  improvements  in  pedagogical  approaches  and  school 
management. 

Article 1918 

Actions of the Comenius programme 

1. 

The following actions may be supported by the Comenius programme: 

(a) 

mobility  of  individuals  as  referred  to  in  Article  5(1)(a).  In  arranging  for  or 
supporting  the  organisation  of  such  mobility,  the  necessary  preparatory 
measures  shall  be  adopted  and  care  shall  be  taken  to  ensure  that  adequate 
supervision  and  support  is  available  for  young  people  in  mobility.  Such 
mobility may include: 

(i) 

exchanges of pupils and staff; 

(ii)  mobility to schools for pupils and placements in schools or enterprises 

abroad for pupils or for educational staff; 

(iii)  participation  in  training  courses  for  teachers  and  other  educational 

staff; 

(iv)  study and preparatory visits for mobility, partnership, project or network 

activities; 

(v) 

assistantships for teachers and potential teachers. 

(b) 

development of partnerships as referred to in Article 5(1)(b) between: 

(i) 

schools  (‘Comenius  partnerships’),  with  a  view  to  developing  joint 
learning projects between thefor pupils and their teachers (‘Comenius 
school partnerships’); 

(ii)  organisations responsible for  any  aspect  of  school  education,  with  a 
(‘Comenius-Regio 

cooperation 

fostering 

regional 

view 
to 
partnerships’); 

(c)  multilateral  projects,  as  referred  to  in  Article  5(1)(c),  in  particular  those 
aimed  at  improving  school  education  systems  through  the  transfer  of 
innovation and good practice; 

(d)  multilateral  cooperation  projects  as  referred  to  in  Article  5(1)(e).  They  may 

include projects aimed at: 

(i) 

developing,  promoting  and  disseminating  educational  best  practices, 
including new teaching methods or materials; 

(ii)  developing  or  exchanging  experience  on  systems  of  providing 
information  or  guidance  particularly  adapted  to  the  learners,  teachers 
and other staff concerned by the Comenius programme; 

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(iii)  developing, promoting and disseminating new teacher training courses or 

course content; 

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(e) 

networks as referred to in Article 5(1)(e). They may include networks aimed at: 

(i) 

developing  education  in  the  discipline  or  subject  area  in  which  they 
operate, for their own benefit and for that of education more widely; 

(ii) 

acquiring and disseminating relevant good practice and innovation; 

(iii)  providing content support to projects and partnerships set up by others; 

(iv)  promoting 

the  development  of  needs  analysis  and 

its  practical 

applications within school education; 

(f) 

other initiatives aimed at promoting the objectives of the Comenius programme 
as referred to in Article 5(1)(h) (‘Accompanying Measures’). 

2. 

The operational details of the actions referred to in paragraph 1 shall be decided in 
accordance with the procedure referred to in Article 10(2). 

Article 2019 

Budget of the Comenius programme 

Not less than 85%80% of the budget available for the Comenius programme shall be devoted 
to support for mobility as referred to in Article 1918(1)(a) and for Comenius partnerships as 
set out in Article 1918(1)(b). 

Article 21 

Implementing measures 

1. 

The measures necessary for the implementation of the Comenius programme relating 
to the following matters shall be adopted by the Commission in accordance with the 
management procedure referred to in Article 10(2): 

(a) 

the annual plan of work;  

(b) 

(c) 

(d) 

(e) 

the annual budget and the distribution of funds between the various actions of 
the Comenius programme; 

the  general  guidelines  for  implementing  the  Comenius  programme,  the 
selection criteria and procedures; 

the  distribution  of  funds  among  the  Member  States  for  the  actions  to  be 
managed through the “National agency procedure” set out in the Annex; 

the  arrangements  for  monitoring  and  evaluating  the  programme  and  for  the 
dissemination and transfer of results. 

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2. 

The measures necessary for the implementation of the Comenius programme relating 
to  all  matters  other  than  those  specified  in  paragraph  1  of  this  Article  shall  be 
adopted in accordance with the advisory procedure referred to in Article 10(3). 

Chapter II 
The Erasmus programme 

Article 2220 

Access to the Erasmus programme 

Within  the  framework  of  the  IntegratedLifelong  Learning  Programme,  the  Erasmus 
programme is aimed at: 

(a) 

students  and  trainees  learning  in  all  forms  of  higher  education  and  advanced 
vocational  education  and  training  (ISCED  levels  5  and  6)tertiary  level 
education and training; 

(b) 

higher education institutions, as specified by Member States; 

(c) 

(d) 

(e) 

(f) 

teaching  and  administrativeteachers,  trainers  and  other  staff  within  those 
institutions; 

associations  and  representatives  of  those  involved  in  higher  education, 
including relevant student, university, and teacher/trainer associations; 

enterprises, social partners and other representatives of working life; 

public  and  private  organisations,  including  not-for-profit  organisations  and 
NGOs, responsible for the organisation and delivery of education and training 
at local and, regional and national levels; 

(g) 

research centres and bodies concerned with lifelong learning issues; 

(h) 

bodies providing guidance, counselling and information services.  

Article 2321 

Operational Objectives Objectives of the Erasmus programme 

1. 

In addition to the objectives of the IntegratedLifelong Learning Programme set out 
in  Articles  1  and  2Article  1,  the  operationalspecific  objectives  of  the  Erasmus 
programme shall be: 

(a) 

to support the realisation of a European Higher Education Area; 

(b) 

 to reinforce the contribution of higher education and advanced vocational 
education to the process of innovation. 

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2. 

The operational objectives of the Erasmus programme shall be: 

(a) 

(b) 

(c) 

(d) 

(e) 

(f) 

to increase the volume and improve the quality ofimprove the quality and to 
increase the volume of student and teaching staff mobility throughout Europe, 
so  as  to  contribute  to  the  achievement  by  20112012  of  at  least  3  million 
individual  participants  in  student  mobility  under  the  Erasmus  and  its 
predecessor programmes; 

to increase the volume and improve the quality ofimprove the quality and to 
increase  the  volume  of  multilateral  cooperation  between  higher  education 
institutions in Europe; 

to  increase  the  degree  of  convergence  oftransparency  and  compatibility 
between  higher  education  and  advanced  vocational  education  qualifications 
gained in Europe; 

to  fosterimprove  the  quality  and  to  increase  the  volume  of  co-operation 
between higher education institutions and enterprises; 

to  facilitate  the  development  of  innovative  practices  in  education  and 
training  at  tertiary  level,  and  their  transfer,  including  from  one 
participating country to others; 

 to  support  the  development  of  innovative  ICT-based  content,  services, 
pedagogies and practice for lifelong learning. 

Article 2422 

Actions of the Erasmus programme 

1. 

The following actions may be supported by the Erasmus programme: 

(a) 

mobility  of  individuals  as  referred  to  in  Article  5(1)(a).  Such  mobility  may 
include: 

(i)  mobility  of  students  for  studiesthe  purposes  of  studying  or  training 
abroadin  Member  States  in  higher  education  institutions,  as  well  as 
placements  in  enterprises,  training  centres,  research  centres  or  other 
organisations; 

(ii)  mobility  of  teaching  staff  in  higher  education  institutions  in  order  to 

teach or receive training in a partner institution abroad; 

(iii)  mobility  of  other  staff  in  higher  education  institutions  and  staff  of 

enterprises for purposes of training or teaching; 

(iv)  Erasmus intensive programmes organised on a multilateral basis. 

Support may also be awarded to the home and host higher education institutions or 
enterprises  for  action  to  ensure  quality  at  all  stages  of  the  mobility  arrangements, 
including language preparationpreparatory and refresher language courses. 

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(b)  multilateral  projects,  as  referred  to  in  Article  5(1)(c),  in  particular  those 
aimed  at  improving  higher  education  through  the  transfer  of  innovation 
and good practice; 

(c) 

(d) 

jointmultilateral  projects  as  referred  to  in  Article  5(1)(e),  focusing  inter  alia 
on innovation and, experimentation and the exchange of good practice in the 
areas mentioned in the specific and operational objectives; 

networks as referred to in Article 5(1)(e) run by consortia of higher education 
institutions  and  representing  a  discipline  or  a  cross-disciplinary  field, 
(‘Erasmus  thematic  networks’)  which  aim  to  develop  new  learning  concepts 
and competencies. Such networks may also include representatives from other 
public bodies or from enterprises or associations; 

(e) 

other initiatives aimed at promoting the objectives of the Erasmus programme, 
as referred to in Article 5(1)(h) (‘Accompanying Measures’). 

2. 

Individuals  participating  in  mobility  under  paragraph  1(a)(i)  (‘Erasmus  students’) 
shall be:  

(a) 

(b) 

(c) 

students  in  higher  education  institutions  who,  after  completing  at  least  their 
first year of studiesenrolled at least in the second year, spend a study period 
in  another  Member  State  within  the  framework  of  the  mobility  Action  of  the 
Erasmus  programme,  regardless  whether  they  have  been  awarded  financial 
support under that programme. Such periods shall be fully recognised under the 
interinstitutional  agreements  between  the  sending  and  host  institutions.  The 
host institutions shall not charge tuition fees to such students; 

students enrolled on Joint Masters programmes in a country other than the one 
in which they gained their Bachelors degreeand engaged in mobility;  

students in higher education institutions taking part in placements in enterprises 
or training centres. 

3. 

The  operational  details  of  the  actions  set  out  in  paragraph  1  shall  be  decided 
following the procedure referred to in Article 10(2). 

Article 2523 

Budget of the Erasmus programme 

Not less than 85%80% of the budget available for the Erasmus programme shall be devoted 
to support for mobility as referred to in Article 2422(1)(a). 

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Article 26 

Implementing measures 

1. 

The measures necessary for the implementation of the Erasmus programme relating 
to the following matters shall be adopted by the Commission in accordance with the 
management procedure referred to in Article 10(2): 

(a) 

the annual plan of work;  

(b) 

(c) 

(d) 

(e) 

the annual budget and the distribution of funds between the various actions of 
the Erasmus programme;  

the general guidelines for implementing the Erasmus programme, the selection 
criteria and procedures; 

the  distribution  of  funds  among  the  Member  States  for  the  actions  to  be 
managed through the “National agency procedure” set out in the Annex; 

the  arrangements  for  monitoring  and  evaluating  the  programme  and  for  the 
dissemination and transfer of results. 

2. 

The measures necessary for the implementation of the Erasmus programme relating 
to  all  matters  other  than  those  specified  in  paragraph  1  of  this  Article  shall  be 
adopted in accordance with the advisory procedure referred to in Article 10(3). 

Chapter III 
The Leonardo da Vinci programme 

Article 2724 

Access to the Leonardo da Vinci programme 

Within  the  framework  of  the  Integrated  Lifelong  Learning  Programme,  the  Leonardo  da 
Vinci programme is aimed at: 

(a) 

young people learning in all forms of vocational education and training up to 
the end of upper secondary education (up to ISCED level 3)except at tertiary 
level; 

(b) 

learners in continuing vocational education and training (ISCED level 4);  

(b) 

people in the labour market; 

(c) 

(d) 

learning  providersinstitutions  or  organisations  providing 
opportunities in the fields covered by the Leonardo da Vinci programme; 

learning 

teaching  and  administrativeteachers,  trainers  and  other  staff  within  those 
learning providersinstitutions or organisations; 

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(e) 

(f) 

(g) 

(h) 

(i) 

(j) 

associations and representatives of those involved in vocational education and 
training, including trainees’, parents’ and teachers’ associations; 

enterprises, social partners and other representatives of working life, including 
chambers of commerce and other trade organisations; 

bodies providing guidance, counselling and information services relating to any 
aspect of lifelong learning; 

persons and bodies responsible for systems and policies concerning any aspect 
of  lifelong  learningvocational  education  and  training  at  local,  regional  and 
national level; 

research centres and bodies concerned with lifelong learning issues; 

higher education institutions; 

(k) 

non profit makingnot-for-profit organisations, voluntary bodies, NGOs. 

Article 2825 

Operational objectivesObjectives of the Leonardo da Vinci programme 

1. 

In addition to the objectives of the IntegratedLifelong Learning Programme set out 
in  Articles  1  and  2Article  1,  the  operationalspecific  objectives  of  the  Leonardo  da 
Vinci programme shall be: 

(a) 

(b) 

(c) 

to  support  participants  in  training  and  further  training  activities  in  the 
acquisition and the use of knowledge, skills and qualifications to facilitate 
personal  development,  employability  and  participation  in  the  European 
labour market; 

to  support  improvements  in  quality  and  innovation  in  vocational 
education and training systems, institutions and practices; 

to  enhance  the  attractiveness  of  vocational  education  and  training  and 
mobility for employers and individuals. 

2. 

The operational objectives of the Leonardo da Vinci programme shall be: 

(a) 

(b) 

to increase the volume and to improve the qualityimprove the quality and to 
increase  the  volume  of  mobility  throughout  Europe  of  people  involved  in 
initial  vocational  education  and  training  and  in  continuing  training,  so  as  to 
increase  placements  in  enterprises  to  at  least  150,000  80 000  per  year  by  the 
end of the IntegratedLifelong Learning Programme; 

to increase the volume and to improve the qualityimprove the quality and to 
increase  the  volume  of  co-operation  between  learning  providersinstitutions 
or  organisations  providing  learning  opportunities,  enterprises,  social 
partners and other relevant bodies throughout Europe; 

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(c) 

to facilitate the development of innovative practices in the fields of initial and 
continuing trainingfield of vocational education and training other than at 
tertiary  level,  and  their  transfer,  including  from  one  participating  country  to 
others; 

(d) 

to improve the transparency and recognition of qualifications and competences, 
including those acquired through non-formal and informal learning; 

(e) 

to encourage the learning of modern foreign languages; 

(f) 

to  support  the  development  of  innovative  ICT-based  content,  services, 
pedagogies and practice for lifelong learning. 

Article 2926 

Actions of the Leonardo da Vinci programme 

1. 

The following actions may be supported by the Leonardo da Vinci programme: 

(a) 

mobility  of  individuals,  as  referred  to  in  Article  5(1)(a).  In  arranging  for  or 
supporting  the  organisation  of  such  mobility,  the  necessary  preparatory 
measures, including language preparation, shall be adopted and care shall be 
taken to ensure that adequate supervision and support is available for people in 
mobility. Such mobility may include:  

(i) 

transnational placements in enterprises or in training institutions; 

(ii)  placements and exchanges aimed at the further professional development 
of  trainers  and  guidance  counsellors,  ofand  at  those  responsible  for 
training  establishments  and  for  training  planning  and  career  guidance 
within enterprises; 

(b) 

(c) 

partnerships,  as  referred  to  in  Article  5(1)(b),  focusing  on  themes  of  mutual 
interest to the participating organisations; 

multilateral projects, as referred to in Article 5(1)(c), in particular those aimed 
at improving training systems throughby focusing on the transfer of innovation 
involving  the  linguistic,  cultural  and  legal  adaptation  to  national  needs  of 
innovative products and processes developed in different contexts; 

(d)  multilateral  projects,  as  referred  to  in  Article  5(1)(e),  aimed  at  improving 
training  systems  throughby  focusing  on  the  development  and  transfer  of 
innovation and good practice; 

(e) 

(f) 

thematic  networks  of  experts  and  organisations,  as  referred  to  in  Article 
5(1)(e), working on specific issues related to vocational education and training; 

other  initiatives  aimed  at  promoting  the  objectives  of  the  Leonardo  da  Vinci 
programme, as referred to in Article 5(1)(h) (‘Accompanying Measures’). 

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2. 

The  operational  details  of  such  actions  shall  be  decided  following  the  procedure 
referred to in Article 10(2). 

Article 3027 

Budget of the Leonardo da Vinci programme 

Not less than 75%60% of the budget available for the Leonardo da Vinci programme shall be 
devoted to support for mobility and partnerships as referred to in Article 2926(1)(a) and (b). 

Article 31 

Implementing measures 

1. 

The measures necessary for the implementation of the Leonardo da Vinci programme 
relating to the following matters shall be adopted by the Commission in accordance 
with the management procedure referred to in Article 10(2).  

(a) 

the annual plan of work;  

(b) 

(c) 

(d) 

(e) 

the annual budget and the distribution of funds between the various actions of 
the Leonardo da Vinci programme;  

the general guidelines for implementing the Leonardo da Vinci programme, the 
selection criteria and procedures; 

the  distribution  of  funds  among  the  Member  States  for  the  actions  to  be 
managed through the “National agency procedure” set out in the Annex; 

the  arrangements  for  monitoring  and  evaluating  the  programme  and  for  the 
dissemination and transfer of results. 

2. 

The measures necessary for the implementation of the Leonardo da Vinci programme 
relating to all matters other than those specified in paragraph 1 of this Article shall be 
adopted in accordance with the advisory procedure referred to in Article 10(3). 

Chapter IV 
The Grundtvig programme 

Article 3228 

Access to the Grundtvig programme 

Within  the  framework  of  the  IntegratedLifelong  Learning  Programme,  the  Grundtvig 
programme is aimed at: 

(a) 

learners in adult education; 

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(b) 

(c) 

(d) 

(e) 

(f) 

(g) 

learning  providersinstitutions  or  organisations  providing 
opportunities in adult education; 

learning 

teaching  and  administrativeteachers  and  other  staff  within  those  learning 
providers  and  other  organisations  involved  in  adult  educationinstitutions  or 
organisations; 

establishments  involved  in  the  initial  or  further  training  of  adult  education 
staff; 

associations and representatives of those involved in adult education, including 
learners’ and teachers’ associations; 

bodies providing guidance, counselling and information services relating to any 
aspect of adult education; 

persons and bodies responsible for systems and policies concerning any aspect 
of adult education at local, regional and national level; 

(h) 

research centres and bodies concerned with adult education issues; 

(i) 

(j) 

enterprises; 

non profit makingnot-for-profit organisations, voluntary bodies, NGOs; 

(k) 

higher education institutions. 

Article 3329 

Operational ObjectivesObjectives of the Grundtvig programme 

1. 

In addition to the objectives of the IntegratedLifelong Learning Programme set out 
in  Articles  1  and  2Article  1,  the  operational  specific  objectives  of  the  Grundtvig 
programme shall be: 

(a) 

to respond to the educational challenge of an ageing population in Europe;  

(b) 

to  help  provide  adults  with  alternative  pathways  to  improving  their 
knowledge and competences.  

2. 

The operational objectives of the Grundtvig programme shall be: 

(a) 

(b) 

to increase the volume and to improve the quality and accessibility of mobility 
throughout  Europe  of  people  involved  in  adult  education  and  to  increase  its 
volume,  so  as  to  support  the  mobility  of  at  least  25,0007 000  of  such 
individuals per year by 2013; 

to increase the volume and to improve the qualityimprove the quality and to 
increase the volume of co-operation between organisations involved in adult 
education throughout Europe; 

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(c) 

(c) 

(d) 

(e) 

(f) 

to  facilitate  the  development  of  innovative  practices  in  adult  education  and 
their transfer, including from a participating country to others; 

to  ensure  thatassist  people  from  vulnerable  social  groups  and  in  marginal 
social contexts, in particular older people and those who have left education 
without  basic  qualifications,  are  givenin  order  to  give  them  alternative 
opportunities to access adult education; 

to facilitate the development of innovative practices in adult education and 
their transfer, including from a participating country to others; 

to  support  the  development  of  innovative  ICT-based  content,  services, 
pedagogies and practice for lifelong learning; 

to  improve  pedagogical  approaches  and  the  management  of  adult  education 
organisations.  

Article 3430 

Actions of the Grundtvig programme 

1. 

The following actions may be supported by the Grundtvig programme: 

(a) 

mobility  of  individuals,  as  referred  to  in  Article  5(1)(a).  In  arranging  for  or 
supporting  the  organisation  of  such  mobility,  the  necessary  preparatory 
measures  shall  be  adopted  and  care  shall  be  taken  to  ensure  that  adequate 
supervision and support is available for people in mobility. Such mobility may 
include  visits,  placements,  assistantships  and  exchanges  for  participants  in 
formal and non-formal adult education, including the training and professional 
development of adult education staff, especially in synergy with partnerships 
and projects; 

(b) 

partnerships,  as  referred  to  in  Article  5(1)(b),  known  as  ‘Grundtvig  learning 
partnerships’,  focusing  on  themes  of  mutual  interest  to  the  participating 
organisations; 

(c)  multilateral  projects,  as  referred  to  in  Article  5(1)(c),  in  particular  those 
aimed  at  improving  adult  education  systems  through  the  transfer  of 
innovation and good practice; 

(d)  multilateral projects, as referred to in Article 5(1)(e), aimed at improving adult 
education  systems  through  the  development  and  transfer  of  innovation  and 
good practice; 

(e) 

thematic  networks  of  experts  and  organisations,  as  referred  to  in  Article 
5(1)(e), known as ‘Grundtvig networks’, working in particular on: 

(i) 

developing adult education in the discipline, subject area or management 
aspect to which they relate; 

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(ii) 

identifying,  improving  and  disseminating  relevant  good  practice  and 
innovation; 

(iii)  providing  content  support  to  projects  and  partnerships  set  up  by  others 
and facilitating interactivity between such projects and partnerships; 

(iv)  promoting  the  development  of  needs  analysis  and  quality  assurance 

within adult education; 

(f) 

other  initiatives  aimed  at  promoting  the  objectives  of  the  Grundtvig 
programme, as referred to in Article 5(1)(h) (‘Accompanying Measures’). 

2. 

The  operational  details  of  such  actions  shall  be  decided  following  the  procedure 
referred to in Article 10(2). 

Article 3531 

Budget of the Grundtvig programme 

Not less than 60%55% of the budget available for the Grundtvig programme shall be devoted 
to support for mobility and partnerships as referred to in Article 3430(1)(a) and (b). 

Article 36 

Implementing measures 

1. 

The measures necessary for the implementation of the Grundtvig programme relating 
to the following matters shall be adopted by the Commission in accordance with the 
management procedure referred to in Article 10(2).  

(a) 

the annual plan of work;  

(b) 

(c) 

(d) 

(e) 

the annual budget and the distribution of funds between the various actions of 
the Grundtvig programme;  

the  general  guidelines  for  implementing  the  Grundtvig  programme,  the 
selection criteria and procedures; 

the  distribution  of  funds  among  the  Member  States  for  the  actions  to  be 
managed through the “National agency procedure” set out in the Annex; 

the  arrangements  for  monitoring  and  evaluating  the  programme  and  for  the 
dissemination and transfer of results. 

2. 

The measures necessary for the implementation of the Grundtvig programme relating 
to  all  matters  other  than  those  specified  in  paragraph  1  of  this  Article  shall  be 
adopted in accordance with the advisory procedure referred to in Article 10(3). 

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Chapter V 
The Transversal programme 

Article 3732 

Operational objectivesObjectives of the Transversal programme 

1. 

In addition to the general objectives of the IntegratedLifelong Learning Programme 
set  out  in  Articles  1  and  2Article  1,  the  operationalspecific  objectives  of  the 
Ttransversal programme shall be: 

(a) 

(b) 

to promote European cooperation in fields covering two or more sectoral 
sub-programmes; 

to  promote  the  convergencequality  and  transparency  of  Member  States’ 
education and training systems. 

2. 

The operational objectives of the Transversal programme shall be: 

(a) 

(b) 

(c) 

(b) 

(c) 

(d) 

(e) 

to support policy development at European level in lifelong learning, notably in 
the  context  of  the  Lisbon  process  and  “Education  and  Training  2010”,  as 
well as the Bologna and Copenhagen processes and their successors; 

to  ensure  an  adequate  supply  of  comparable  data,  statistics  and  analyses  to 
underpin lifelong learning policy development; 

to monitor progress towards objectives and targets in lifelong learning, and to 
identify areas for particular attention ; 

to  ensure  an  adequate  supply  of  comparable  data,  statistics  and  analyses 
to  underpin  lifelong  learning  policy  development,  as  well  as  to  monitor 
progress  towards  objectives  and  targets  in  lifelong  learning,  and  to 
identify areas for particular attention; 

to promote language learning and to support linguistic diversity in the Member 
States; 

to  support  the  development  of  innovative  ICT-based  content,  services, 
pedagogies and practice for lifelong learning; 

to  ensure  that  the  results  of  the  IntegratedLifelong  Learning  Programme  are 
appropriately recognised, demonstrated and implemented on a wide scale. 

Article 3833 

Actions of the Transversal programme 

1. 

The  following  actions  may  be  supported  under  the  key  activity  of  policy 
cooperation and innovation in lifelong learning, as referred to in Article 23(2)(a): 

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(a) 

individual mobility, as referred to in Article 5(1)(a), including study visits for 
experts and officials designated by national, regional and local authorities, for 
directors  of  education  and 
training  establishments  and  guidance  and 
experience accreditation services, and for social partners; 

(b)  multilateral  projects,  as  referred  to  in  Article  5(1)(e),  aimed  at  preparing  and 
testing  policy  proposals  developed  at  Community  level  and  innovation  in 
lifelong learning; 

(c) 

multilateral  cooperation  networks,  as  referred  to  in  Article  5(1)(e),  of  experts 
and/or  institutions  working  together  on  policy  issues.  Such  networks  may 
include: 

(i) 

thematic  networks  working  on  issues  related  to  the  content  of  lifelong 
learning  or  to  lifelong  learning  methodologies  and  policies.  Such 
networks may observe, exchange, identify and analyse good practice and 
innovation,  and  make  proposals  for  a  better  and  wider  use  of  such 
practices across the Member States; 

(ii) 

standing  conferencesfora  on  policy  strategic 
issues,  aimed  at 
coordinating  policy  at  European  level  on  strategic  issues  in  lifelong 
learning; 

(d) 

observation  and  analysis  of  policies  and  systems  in  the  field  of  lifelong 
learning, as referred to in Article 5(1)(f), which may include: 

(i) 

studies and comparative research; 

(ii)  development  of  indicators  and  statistical  surveys,  including  support  for 
work  undertaken  in  the  field  of  lifelong  learning  in  cooperation  with 
Eurostat ; 

(iii)  support  for  the  operation  of  the  Eurydice  network  and  funding  of  the 

Eurydice European Unit set up by the Commission; 

(e) 

to  support 

action 
transparency  and  recognition  of  qualifications  and 
competences  including  those  acquired  through  non  formal  and  informal 
learning,  information  and  guidance  on  mobility  for  learning  purposes,  and 
cooperation  in  quality  assurance,  as  referred  to  in  Article  5(1)(f),  which  may 
include: 

(i) 

networks of organisations which facilitate mobility and recognition, such 
as  Euroguidance  and  National  Academic  Recognition  Information 
Centres (NARICs); 

(ii) 

support for transnational web-based services such as Ploteus; 

(iii)  activities  under  the  Europass  initiative  in  accordance  with  Decision  No 
2241/2004/EC of the European Parliament and of the Council adopting a 
single framework for the transparency of qualifications and competences. 

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(f) 

other  initiatives  as  referred  to  in  Article  5(1)(h)  (‘Accompanying  Measures’), 
including  peer  learning  activities,  aimed  at  promoting  the  objectives  of  the 
key activity referred to in Article 23(2)(a). 

2. 

The  following  strategic  actions,  designed  to  address  teaching  and  learning  needs  at 
more than one life-stageconcerning more than one sub-programme area, may be 
supported  under  the  key  activity  of  language  learning,  as  referred  to  in  Article 
23(2)(b): 

(a) 

multilateral projects, as referred to in Article 5(1)(e), aimed, inter alia, at: 

(i) 

developing  new  language  learning  materials,  including  online  courses, 
and instruments for language testing; 

(b) 

(c) 

(ii)  developing  tools  and  courses  for  language  teacher  training  language 

teachers, trainers and other staff; 

networks as referred to in Article 5(1)(e), in the field of language learning and 
linguistic diversity; 

other initiatives in line with the objectives of the IntegratedLifelong Learning 
Programme,  as  referred  to  in  Article  5(1)(h),  including  activities  to  make 
language  learning  more  attractive  to  learners  through  the  mass  media  and/or 
marketing,  publicity  and  information  campaigns,  as  well  as  conferences, 
studies and statistical indicators in the field of language learning and linguistic 
diversity. 

3. 

The  following  actions,  designed  to  address  teaching  and  learning  needs 
concerning more than one sub-programme area, may be supported under the key 
activity of ICT, as referred to in Article 23(2)(c): 

(a) 

(b) 

(c) 

multilateral projects, as referred to in Article 5(1)(e), aimed at the development 
and distribution of innovative methods, contents, services and environments; 

networks  as  referred  to  in  Article  5(1)(e),  aimed  at  sharing  and  exchanging 
knowledge, experience and good practice; 

other  action  aimed  at  improving  lifelong  learning  policy  and  practice,  as 
described  in  Article  5(1)(f),  which  may  include  mechanisms  for  evaluation, 
observation,  benchmarking,  quality  improvement  and  the  analysis  of  trends 
with respect to technology and pedagogy. 

4. 

The following actions may be supported under the key activity of dissemination, as 
referred to in Article 23(2)(d): 

(a) 

unilateral and national projects, as referred to in Article 5(1)(d); 

(b)  multilateral projects, as referred to in Article 5(1)(e), aimed inter alia at: 

(i) 

supporting  the  exploitation  and  implementation  of  innovative  products 
and processes;  

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(ii) 

stimulating cooperation between projects operating in the same field;  

(iii)  developing good practice with regard to dissemination methods;  

(c) 

the establishment of reference material as referred to in Article 5(1)(f), which 
may include the collection of relevant statistical data and studies in the field of 
dissemination, the exploitation of results and the exchange of good practice.  

Article 39 

Implementing measures of the Transversal Programme 

1. 

The  measures  necessary  for  the  implementation  of  the  transversal  programme 
relating to the following matters shall be adopted by the Commission in accordance 
with the management procedure referred to in Article 10(2): 

(a) 

the annual plan of work, and the selection criteria and procedures;  

(b) 

(c) 

(d) 

(e) 

the annual budget and the distribution of funds between the various actions of 
the transversal programme; 

the  guidelines  for  implementing  the  transversal  programme  and  its  key 
activities; 

the  distribution  of  funds  among  the  Member  States  for  the  actions  to  be 
managed through the “National agency procedure” set out in the Annex; 

the  arrangements  for  monitoring  and  evaluating  the  programme  and  for  the 
dissemination and transfer of results. 

2. 

The  measures  necessary  for  the  implementation  of  the  transversal  programme 
relating to all matters other than those specified in paragraph 1 of this Article shall be 
adopted in accordance with the advisory procedure referred to in Article 10(3). 

Chapter VI 
The Jean Monnet programme 

Article 4034 

Access to the Jean Monnet programme 

Within  the  framework  of  the  Integrated  Lifelong  Learning  Programme  and  the  Annex,  the 
Jean Monnet programme is aimed at: 

(a) 

(b) 

students  and  researchers  in  the  field  of  European  integration  in  all  forms  of 
higher education (ISCED levels 5 and 6) within and outside the Community; 

higher education institutions within and outside the Community as recognised 
within their own countries; 

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(c) 

(d) 

(e) 

(f) 

teaching and administrativeteachers and other staff within those institutions; 

associations  and  representatives  of  those  involved  in  education  and  training 
within and outside the Community; 

public  and  private  organisations  responsible  for  the  organisation  and  delivery 
of education and training at local and regional levels; 

research  centres  and  bodies  concerned  with  issues  relating  to  European 
integration within and outside the Community. 

Article 4135 

Operational objectivesObjectives of the Jean Monnet programme 

1. 

In addition to the general objectives of the IntegratedLifelong Learning Programme 
set  out  in  Articles  1  and  2Article  1,  the  operationalspecific  objectives  of  the  Jean 
Monnet programme shall be: 

(a) 

(b) 

to  stimulate  teaching,  research  and  reflection  activities  in  the  field  of 
European integration studies; 

to  support  the  existence  of  an  appropriate  range  of  institutions  and 
associations  focusing  on  issues  relating  to  European  integration  and  on 
education and training in a European perspective. 

2. 

The operational objectives of the Jean Monnet programme shall be: 

(a) 

(b) 

(c) 

(d) 

to  stimulate  excellence  in  teaching,  research  and  reflection  in  European 
integration  studies  in  higher  education  institutions  within  and  outside  the 
Community; 

to enhance knowledge and awareness among specialist academics and among 
European citizens generally of issues relating to European integration; 

to  support  key  European  institutions  dealing  with  issues  relating  to  European 
integration; 

to support the existence of high-quality European associations and institutions 
active in the fields of education and training. 

Article 4236 

Actions of the Jean Monnet programme 

1. 

The following actions may be supported under the key activity referred to in Article 
23(3)(a): 

(a) 

unilateral  and  national  projects,  as  referred  to  in  Article  5(1)(d),  which  may 
include: 

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(i) 

Jean Monnet Chairs, centres of excellence and teaching modules; 

(ii) 

associations  of  professors,  other  teachers  in  higher  education,  and 
researchers specialising in European integration; 

(iii)  support  for  young  researchers  specialising  in  European  integration 

studies; 

(iv) 

information  and  research  activities  relating  to  the  Community  with  the 
aim of promoting discussion, reflection and knowledge about the process 
of European integration; 

(b)  multilateral projects and networks, as referred to in Article 5(1)(e), which may 
include  support  for  the  establishment  of  multilateral  research  groups  in  the 
field of European integration. 

2. 

Operating grants as referred to in Article 5(1)(g) to  support certain operational and 
administrative  costs  of  the  following  institutions  pursuing  an  aim  of  European 
interest may be awarded under the key activity referred to in Article 23(3)(b):  

(a) 

the College of Europe (Bruges and Natolin campuses); 

(b) 

the European University Institute, Florence; 

(c) 

the European Institute of Public Administration, Maastricht; 

(d) 

the Academy of European Law, Trier; 

(e) 

the  European  Agency  for  Development  in  Special  Needs  Education, 
Middelfart. 

3. 

4. 

Under the key activity referred to in Article 23(3)(c), operating grants as referred to 
in Article 5(1)(g) may be awarded to support certain operational and administrative 
costs  of  European  institutions  or  associations  active  in  the  fields  of  education  and 
training.  

Grants  may  be  awarded  on  an  annual  basis  or  on  a  renewable  basis  within  a 
framework partnership agreement with the Commission.  

Article 4337 

Budget of the Jean Monnet programme 

Not  less  than  28%16%  of  the  budget  available  for  the  Jean  Monnet  programme  shall  be 
devoted to support for the key activity referred to in Article 23(3)(a), not less than 44%65% 
to  the  key  activity  referred  to  in  Article  23(3)(b),  and  not  less  than  18%19%  to  the  key 
activity referred to in Article 23(3)(c). 

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Article 44 

Implementing measures 

1. 

The  measures  necessary  for  the  implementation  of  the  Jean  Monnet  programme 
relating to the following matters shall be adopted by the Commission in accordance 
with the management procedure referred to in Article 10(2): 

(a) 

the annual plan of work, and the selection criteria and procedures;  

(b) 

(c) 

(d) 

the annual budget and the distribution of funds between the various actions of 
the Jean Monnet programme; 

the  guidelines  for  implementing  the  Jean  Monnet  programme  and  its  key 
activities; 

the  arrangements  for  monitoring  and  evaluating  the  programme  and  for  the 
dissemination and transfer of results. 

2. 

The  measures  necessary  for  the  implementation  of  the  Jean  Monnet  programme 
relating to all matters other than those specified in paragraph 1 of this Article shall be 
adopted in accordance with the advisory procedure referred to in Article 10(3). 

TITLE III 

TRANSITIONAL AND FINAL PROVISIONS 

Article 4538 

Transitional provision 

Actions which are initiated on or before 31 December 2006 on the basis of Decision 
No 382/1999/EC27, of Decision No 253/2000/EC28, of Decision No 2318/2003/EC29, 
of  Decision  No  791/2004/EC30  or  of  Decision  No  2241/2004/EC31,  shall  be 
administered  in  conformity  with  the  provisions  of  those  Decisions,  with  the 
exception that the committees established by those Decisions shall be replaced by the 
committee established by Article 10 of the present Decision.  

As  provided  for  by  Article  18  of  Council  Regulation  (EC,  Euratom) 
No 1605/2002,  the  appropriations  corresponding  to  assigned  revenue  arising 
from  the  repayment  of  amounts  wrongly  paid  persuant  to  Decision  No 
382/1999/EC, Decision No 253/2000/EC, Decision No 2318/2003/EC, Decision No 

OJ L 146, 11.6.1999, p. 3. 
OJ L 28, 3.2.2000, p. 1. 
OJ L 345, 31.12.2003, p. 9. 
OJ L 138, 30.4.2004, p. 31. 
OJ L 390, 31.12.2004, p. 6. 

1. 

2. 

27 
28 
29 
30 
31 

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791/2004/EC  or  Decision  No  2241/2004/EC,  may  be  made  available  to  the 
Programme. 

Article 4639 

Entry into force 

This Decision shall enter into force on the twentieth day following the date of its publication 
in the Official Journal of the European Union.  

Done at Brussels,  

For the European Parliament 
The President 

For the Council 
The President 

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ANNEX 

ADMINISTRATIVE AND FINANCIAL PROVISIONS 

A. 

Administrative Provisions 

Procedures for the proposal and selection of the activities contained in the IntegratedLifelong 
Learning Programme are as follows: 

1. 

National agency procedure 

1.1. 

Procedure 1 

The  following  actions,  under  which  the  selection  decisions  are  taken  by  the  appropriate 
national agencies, shall be managed through the ‘National agency procedure 1’: 

(a) 

the trans-national mobility of people in lifelong learning in Europe, as referred 
to in Article 5(1)(a); 

(b) 

bilateral and multilateral partnerships, as referred to in Article 5(1)(b); 

(c) 

unilateral  and  national  projects,  as  referred  to  in  Article  5(1)(d),  where  these 
are funded under Article 3833(4)(a). 

Requests  for  financial  assistance  submitted  under  these  actions  shall  be  directed  to  the 
appropriate  national  agencies  designated  by  the  Member  States  in  accordance  with  Article 
6(2)(b). The national agencies shall carry out the selection and allocate financial assistance to 
the  applicants  selected  in  accordance  with  the  general  guidelines  to  be  established  under 
Articles  9,  21,  26,  31,  36  and  39Article  9.  The  national  agencies  shall  distribute  grants  to 
beneficiaries  located  in  their  respective  Member  States.  Each  partner  in  a  bilateral  or 
multilateral partnership shall receive funding direct from its respective national agency.  

1.2. 

Procedure 2 

The  following  action,  under  which  the  evaluation  and  the  selection  decisions  are  taken  by 
the Commission, but evaluation and contracting procedures are undertaken by the appropriate 
national agencies, shall be managed through the ‘National agency procedure 2’: 

–  multilateral projects, as referred to in Article 5(1)(c). 

Requests for financial assistance submitted under this action shall be directed to the national 
agency designated by the Member State of the coordinator of the project in accordance with 
Article  6(2)(b).  The  national  agency  of  the  Member  State  of  the  coordinator  of  the  project 
shall  carry  out  the  evaluation  of  applications  and  submit  to  the  Commission  a  shortlist  of 
applications  which  it  proposes  to  accept.  The  Commission  shall  decide  upon  the  shortlist 
proposed,  following  which  the  National  Agency  shall  allocate  the  appropriate  financial 
assistance  to  the  applicants  selected  in  accordance  with  the  general  guidelines  to  be 
established under Article 31. Before submitting the shortlist to the Commission, the national 
agency  of  the  country  in  which  the  project  is  coordinated  shall  liaise  with  those  in  the 

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countries of all the other project partners. Commission, which shall carry out an evaluation 
of  the  quality  of  proposals  in  collaboration  with  experts  from  the  Member  States.  The 
Commission  shall  carry  out  the  selection  and  allocate  financial  assistance  to  the 
applicants  selected  in  accordance  with  the  general  guidelines  to  be  established  under 
Article  9.  The  Commission  shall  transfer  the  funds  necessary  to  support  the  selected 
projects  to  the  national  agency  of  the  project  coordinator.  The  national  agencies  shall 
distribute  grants  to  selected  project  coordinators  located  in  their  respective  Member  States, 
which shall be responsible for distributing the funds to the partners involved in the projects.  

2. 

Commission procedure 

The  following  actions,  under  which  project  proposals  are  submitted  to  the  Commission  and 
the  selection  decisions  are  taken  by  the  Commission,  shall  be  managed  through  the 
‘Commission procedure’: 

(a) 

unilateral  and  national  projects,  as  referred  to  in  Article  5(1)(d),  except  those 
funded under Article 3833(4)(a); 

(b)  multilateral projects and networks, as referred to in Article 5(1)(e); 

(c) 

observation  and  analysis  of  policies  and  systems  in  the  field  of  lifelong 
learning, the establishment of reference material,  including  surveys, statistics, 
analyses and indicators, and action to support transparency and recognition of 
qualifications and prior learning, as referred to in Article 5(1)(f); 

(d) 

operating grants, as referred to in Article 5(1)(g); 

(e) 

other  initiatives  in  line  withaimed  at  promoting  the  objectives  of  the 
IntegratedLifelong  Learning  Programme,  (‘Accompanying  Measures’)  as 
referred to in Article 5(1)(h). 

Requests  for  financial  assistance  submitted  under  these  actions  shall  be  directed  to  the 
Commission,  which  shall  carry  out  the  selection  and  allocate  financial  assistance  to  the 
applicants selected in accordance with the general guidelines to be established under Articles 
9, 21, 26, 31, 36, 39 and 44Article 9. 

B. 

Financial Provisions 

The  Commission  shall  ensure  that  the  financial  and  administrative  requirements  placed  on 
beneficiaries  of  grants  awarded  under  the  IntegratedLifelong  Learning  Programme  are 
proportionate  to  the  level  of  the  grant.  In  particular,  the  Commission  shall  ensure  that  the 
financial rules and the application and reporting requirements for individual mobility and for 
partnerships  remain  user-friendly  and  sufficiently  simple  not  to  restrict  access  for  less 
advantaged individuals and the institutions or organisations that work with them.  

In  particular,  the  Commission  shall  provide  the  National  Agencies  with  criteria  which 
they  shall  follow  in  regard  to  selection  and  award  procedures,  as  well  as  contract  and 
payment/audit arrangements, for the funds they manage. These criteria shall take into 
account the size of the grants made; and where grants are of less than €25 000 they shall 

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provide  for  simplified  systems  at  all  stages  involving  applicants  or  beneficiaries.  They 
shall  enable  National  Agencies  to  determine  and  limit  the  detail  required  from 
applicants for grants and to issue contracts following the award of grants on a simplified 
basis which includes only the following elements: 

– 

– 

– 

– 

– 

the contracting parties; 

the duration of the contract, which shall be the period of eligibility of the 
expenditure; 

the maximum amount of funding awarded; 

a summary description of the action involved; 

reporting and audit access requirements. 

Also  they  shall  enable  National  Agencies  to  provide  that  co-financing  provided  by 
beneficiaries may take the form of contributions in kind. These shall be verifiable as to 
fact, but need not be susceptible to financial evaluation. 

1. 

Actions managed through the National agency procedure 1 

1.1. 

The Community funds intended to provide financial support under the actions to be 
managed through the National agency procedure in accordance with Section A Point 
1.1 of this Annex, are to be allocated among the Member States in accordance with 
formulae  determined  by  the  Commission  in  accordance  with  Article  10(2),  which 
may include elements such as the following: 

(a) 

a  minimum  amount  allocated  to  each  Member  State,  to  be  determined  in 
accordance with budgetary availability for the action concerned; 

(b) 

the remainder will be allocated to the various Member States on the basis of: 

(i) 

the difference in the cost of living between the Member States; 

(ii) 

the distance between the capital cities of each of the Member States; 

(iii) 

the level of demand and/or take-up for the Action concerned within each 
Member State; 

(ivi)  each Member State’s total number of: 

- 

- 

pupils and teachers in school education for the school partnerships 
and mobility actions of the Comenius programme set out in Article 
1918(1)(a) and (b); 

students  and/or  graduates  in  higher  education  for  the  mobility  of 
students  and  intensive  programmes  actions  of  the  Erasmus 
programme set out in Article 2422(1)(a)(i) and (iv); 

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53 

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- 

- 

- 

teachers in higher education institutions for the mobility of teachers 
and the  mobility of other staff  actions of the Erasmus programme 
set out in Article 2422(1)(a)(ii) and (iii); 

overall population and number of 15 to 35 year olds in relation to 
it, for the mobility, and partnerships and bilateral and multilateral 
projects  actions  of  the  Leonardo  da  Vinci  programme  set  out  in 
Article 2926(1)(a), and (b) and (c). 

adults  for  the  mobility  and  partnership  actions  of  the  Grundtvig 
programme set out in Article 3430(1)(a) and (b).;  

(ii) 

the difference in the cost of living between the Member States; 

(iii)  the distance between the capital cities of each of the Member States; 

(iv)  the level of demand and/or take-up for the Action concerned within 

each Member State. 

1.2. 

1.23. 

1.34. 

These  formulae  should,  as  far  as  possible,  be  neutral  with  respect  to  the 
different education and training systems of the Member States. 

The Community funds thus distributed shall be administered by the national agencies 
provided for in Article 6(2)(b).  

The  Commission,  acting  in  cooperation  with  the  Member  States,  shall  take  the 
necessary measures to encourage balanced participation at Community, national and, 
where appropriate, regional level and, where appropriate, across the various fields of 
study. The proportion allocated to these measures shall not exceed 5% of the annual 
budget for financing each of the actions in question.  

2. 

Designation of beneficiaries 

The  institutions  listed  in  Article  4236(2)  of  the  present  Decision  are  hereby  designated 
beneficiaries  of  grants  under  the  IntegratedLifelong  Learning  Programme,  in  accordance 
with Article 168 of Commission Regulation (EC, Euratom) No 2342/2002. 

The  constituent  national  units  of  the  NARIC  network,  the  Eurydice  network,  the 
Euroguidance network, the National Reference Points for Vocational QualificationsSupport 
Services for the eTwinning Action and the Europass National Centres act as instruments to 
implement  the  programme  at  national  level,  in  conformity  with  the  provisions  of  Article 
54(2)(c)  of  Council  Regulation  (EC,  Euratom)  No  1605/2002  and  of  Article  38  of 
Commission Regulation (EC, Euratom) No 2342/2002. 

3. 

Types of beneficiary 

In  accordance  with  Article  114(1)  of  Council  Regulation  (EC,  Euratom)  No  1605/2002, 
grants may be awarded to legal persons or to natural persons. TheseIn the case of natural 
persons, these may take the form of scholarships. 

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54 

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4. 

Flat-rate grants, scales of unit costs and prizes 

Flat-rate grants and/or scales of unit costs, as provided for in Article 181(1) of Commission 
Regulation (EC, Euratom) No 2342/2002 may be used in the case of the actions referred to 
in Article 5.  

Flat-rate  grants  may  be  used  up  to  a  maximum  of  €25 000  per  grant.  They  may  be 
combined up to a maximum of €100 000 and/or used in conjunction with scales of unit 
costs. 

The Commission may  provide for the  award of prizes in relation to activities undertaken in 
the framework of the IntegratedLifelong Learning Programme. 

5. 

Partnership agreements 

Where  actions  under  this  programme  are  supported  by  means  of  framework 
partnership grants, pursuant to Article 163 of Regulation (EC, Euratom) No 2342/2002, 
such  partnerships  may  be  selected  and  funded  for  a  four-year  period,  subject  to  a 
lightweight renewal procedure. 

6. 

Public institutions or organisations providing learning opportunities 

All  schools  and  higher  education  institutions  specified  by  Member  States,  and  all 
institutions or organisations providing learning opportunities which have received over 
50% of their annual revenues from public sources over the last two years, or which are 
controlled by public bodies or their representatives, shall be treated by the Commission 
as  having  the  necessary  financial,  professional  and  administrative  capacity,  together 
with the necessary financial stability, to carry out projects under this programme; they 
shall  not  be  required  to  present  further  documentation  to  demonstrate  this.  Such 
institutions or organisations may be exempted from auditing requirements pursuant to 
Article 173(4) of Regulation (EC, Euratom) No 2342/2002. 

57. 

Bodies pursuing an objective of general European interest 

Where operating grants are awarded under this programme to bodies pursuing an objective of 
general  European  interest  as  defined  in  Article  162  of  Commission  Regulation  (EC, 
Euratom)  No  2342/2002,  these  shall,  in  accordance  with  Article  113(2)  of  Council 
Regulation  (EC,  Euratom)  No  1605/2002,  not  be  subject  on  renewal  to  the  principle  of 
gradual decrease. 

68. 

Applicants’ professional competencies and qualifications 

The  Commission  may  decide  in  accordance  with  Article  176(2)  of  Commission  Regulation 
(EC, Euratom) No 2342/2002 that specified categories of beneficiaries have the professional 
competencies and qualifications required to complete the proposed action or workplan.  

79. 

Participation of partners from third countries 

Partners from third countries may participate in multilateral projects, networks or partnerships 
under the terms of Article 1514(2) at the discretion of the Commission or the national agency 
concerned.  The  decision  whether  to  support  such  partners  shall  be  based  on  the  degree  of 

EN 

55 

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added value at European level likely to result from their participation in the project, network 
or partnership in question. 

810.  Minimum allocations 

Subject  to  Article  1514  of  this  Decision,  the  minimum  amounts  to  be  allocated  to  sectoral 
sub-programmes shall be, in relation to the financial framework set out in that Article: 

Comenius 

10%13% 

Erasmus 

Leonardo da Vinci 

40% 

25% 

Grundtvig 

3%4% 

911.  National Agencies 

Community  financial  assistance  shall  be  provided  to  support  the  activities  of  the  national 
agencies established or designated by the Member States in accordance with Article 6(2)(b). 
Such assistance may be provided in the form of operating grants and shall not exceed 50% of 
the total eligible costs of the approved work programme of the national agency.  

In accordance with Article 38(1) of Commission Regulation (EC, Euratom) No 2342/2002, 
the  function  of  National  Agency  may,  in  third  countries  participating  in  the  Integrated 
Lifelong  Learning  Programme  by  virtue  of  Article  7(1)  of  the  current  Decision,  be 
discharged  of  public-sector  bodies  or  private-law  bodies  with  a  public-service  mission 
governed by the law of the country concerned. 

In  accordance  with  the  principle  of  proportionality,  certification  and  reporting 
requirements will be kept to an appropriate minimum necessary level. 

1012.  Technical assistance 

The  budgetary  envelope  of  the  IntegratedLifelong  Learning  Programme  may  also  cover 
expenditure related to preparatory actions, monitoring, control, audit and evaluation directly 
necessary for the implementation of the programme and for the achievement of its objectives. 
These  may  in  particular  include  studies,  meetings,  information  activities,  publications, 
expenditure  on  informatics  networks  for  the  exchange  of  information  and  any  other 
expenditure on technical and administrative assistance to which the Commission may need to 
have recourse for the implementation of the programme.  

1113.  Anti-fraud provisions 

Commission  decisions  taken  under  Articles  9,  21,  26,  31,  36,  39  and  44Article  9,  the 
contracts and agreements resulting from them, as well as agreements with participating third 
countries, shall provide in particular for supervision and financial control by the Commission 
(or any representative authorizedauthorised by  it), including by OLAFthe  European Anti-
Fraud  Office  (OLAF),  and  for  audits  by  the  Court  of  Auditors,  if  necessary  on-the-spot. 
Such  controls  may  be  carried  out  with  national  agencies,  as  well,  where  necessary,  as  with 
recipients of grants. 

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The  beneficiary  of  an  operating  grant  shall  keep  available  for  the  Commission  all  the 
supporting  documents,  including  the  audited  financial  statement,  regarding  expenditure 
incurred  during  the  grant  year,  for  a  period  of  five  years  following  the  last  payment.  The 
beneficiary  of  a  grant  shall  ensure  that,  where  applicable,  supporting  documents  in  the 
possession of partners or members be made available to the Commission. 

The Commission may have an audit of the use made of the grant carried out either directly by 
its own staff or by any other qualified outside body of its choice. Such audits may be carried 
out throughout the lifetime of the agreement and for a period of five years from the date of 
payment of the balance. Where appropriate, the audit findings may lead to recovery decisions 
by the Commission. 

Commission staff and outside personnel authorised by the Commission shall have appropriate 
right of access, in particular to the beneficiary's offices and to all the information, including 
information in electronic format, needed in order to conduct such audits. 

The  Court  of  Auditors  and  the  European  Anti-Fraud  Office  (OLAF)OLAF  shall  enjoy  the 
same rights, especially of access, as the Commission. 

In  addition,  the  Commission  may  carry  out  on-the-spot  checks  and  inspections  under  this 
programme in accordance with Council Regulation (Euratom, EC) No 2185/96. 

For the Community actions financed under this decision, the notion of irregularity referred to 
in  Article  1(2)  of  Regulation  (EC,  Euratom)  No  2988/95  shall  mean  any  infringement  of  a 
provision of Community law or any breach of a contractual obligation resulting from an act or 
omission  by  a  legal  entity,  which  has,  or  would  have,  the  effect  of  prejudicing  the  general 
budget  of  the  Communities  or  budgets  managed  by  them,  by  an  unjustified  item  of 
expenditure.  

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LEGISLATIVE FINANCIAL STATEMENT 

Policy area(s): 

Education and culture 

Activit(y/ies): 

Education and training 

TITLE OF ACTION:  COMMUNITY PROGRAMME IN THE FIELD OF LIFELONG LEARNING 

1. 

BUDGET LINE(S) + HEADING(S) 

15.02.22 
(Lifelong  Learning  Programme);  15.04.01.22 
Programme administrative expenditure); 15.01.04.30 (Executive Agency) 

(Lifelong  Learning 

2. 

OVERALL FIGURES  

2.1. 

Total allocation for action : € 6,970 million for commitment 

2.2. 

Period of application: 

2007-2013 

2.3. 

Overall multiannual estimate of expenditure: 

(a) 

Schedule  of  commitment  appropriations/payment  appropriations 
intervention) (see point 6.1.1) 

(financial 

Cash prices € million  

2007 

2008 

2009 

2010 

2011 

2012 

2013* 

Total

Commitments 

820.900 

876.181 

939.067 

979.874 

1,011.269 

1,066.753 

1,099.228 

6,793.272 

Payments 

563.670 

877.324 

928.943 

971.195 

1,004.141 

1,055.471 

1,392.528 

6,793.272 

* 2013 et seq for payments 

(b) 

Technical and administrative assistance and support expenditure (see point 6.1.2) 

Cash prices € million 

2007 

2008 

2009 

2010 

2011 

2012 

2013* 

Total

Commitments 

23.772 

24.247 

24.732 

25.227 

25.732 

26.246 

26.772 

176.728 

Payments 

23.772 

24.247 

24.732 

25.227 

25.732 

26.246 

26.772 

176.728 

* 2013 et seq for payments 

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58 

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Cash prices € million 

Subtotal a + b 

2007 

2008 

2009 

2010 

2011 

2012 

2013* 

Total

Commitments 

844,672 

900,428 

963,799 

1.005,101 

1.037,001 

1.092,999 

1.126,000 

6.970,000 

Payments 

587,442 

901,571 

953,675 

996,422 

1.029,873 

1.081,717 

1.419,300 

6.970,000 

* 2013 et seq for payments 

(c) 

Overall  financial  impact  of  human  resources  and  other  administrative  expenditure 
(see points 7.2 and 7.3) 

Cash prices € million  

2007 

2008 

2009 

2010 

2011 

2012 

2013 

Total 

Commitments/ 
payments 

TOTAL 
a+b+c 

Commitments 

Payments 

27.032 

27.572 

28.124 

28.686 

29.260 

29.845 

30.442 

200.961 

Cash prices € million 

2007 

2008 

2009 

2010 

2011 

2012 

2013* 

Total 

871.704 

928.000 

991.923 

1,033.787 

1,066.261 

1,122.844 

1,156.442 

7,170.961 

614.474 

929.143 

981.799 

1,025.108 

1,059.133 

1,111.562 

1,449.742 

7,170.961 

* 2013 et seq for payments 

2.4. 

Compatibility with financial programming and financial framework 

[X]  Proposal is compatible with the working document of the Commission services 

of 11 April 2006 on the financial Framework 2007-2013. 

2.5. 

Financial impact on revenue: 

[X]  Proposal  has  no  financial  implications  (involves  technical  aspects  regarding 

implementation of a measure) 

3. 

BUDGET CHARACTERISTICS 

Type of expenditure 

New 

EFTA 
contribution 

Contributions 
form applicant 
countries 

Heading in 
financial 
framework 

Non-comp 

Diff 

NO 

YES 

YES 

1A 

4. 

LEGAL BASIS  

Treaty establishing the European Community, Articles 149 and 150.  

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5. 

DESCRIPTION AND GROUNDS 

See initial proposal. 

6. 

FINANCIAL IMPACT 

6.1. 

Total financial impact on Part B - (over the entire programming period) 

6.1.1.  Financial intervention 

2007 

2008 

2009 

2010 

2011 

2012 

2013 

Total

Commitments (cash prices) 

Comenius  

Erasmus 

Leonardo 

Grundtvig 

133.200 

138.527 

143.531 

148.653 

153.924 

161.689 

167.313 

1,046.837 

363.200 

386.457 

432.855 

454.627 

467.576 

495.769 

513.294 

3,113.778 

209.500 

225.098 

237.377 

247.756 

257.306 

270.653 

277.261 

1,724.951 

37.920 

48.383 

50.288 

52.254 

54.281 

56.371 

58.527 

358.024 

Transversal 

53.160 

53.176 

49.710 

50.771 

51.853 

55.416 

55.440 

369.526 

Jean Monnet 

22.540 

23.133 

23.871 

24.349 

24.836 

25.332 

25.839 

169.900 

Operational 

1.380 

1.407 

1.435 

1.464 

1.493 

1.523 

1.554 

10.256 

Total 

820.900 

876.181 

939.067 

979.874 

1,011.269 

1,066.753 

1,099.228 

6,793.272 

The  “Operational”  line  includes  preparatory  visit  grants  and  evaluations.  The  costs  of 
operating support for National Agency no longer appears here, but has been incorporated as 
an overhead of 4.5% in the decentralised parts of the Comenius, Erasmus, Leonardo da Vinci 
and Grundtvig budgets. 

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6.1.2.  Technical  and  administrative  assistance,  support  expenditure  and  IT  expenditure 

(commitment appropriations) 

2007 

2008 

2009 

2010 

2011 

2012 

2013 

Total 

Commitments (cash prices) 

1) Technical and administrative assistance 

a)  Executive 
Agency 

b) Other TAA: 

- intra muros: 

- extra muros: 

Symmetry 

Audits 

Other informatics 
assistance 

Experts – project 
evaluations 

Subtotal 1 

2) Support expenditure 

a) Studies 

b) Meetings of 
experts 

c) Information and 
publications 

d)  Other 

Subtotal 2 

TOTAL 

15.272 

15.577 

15.889 

16.207 

16.531 

16.862 

17.198 

113.536 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

2.706 

2.760 

2.815 

2.872 

2.929 

2.988 

3.047 

20.117 

0.750 

0.765 

0.780 

0.796 

0.812 

0.828 

0.845 

5.576 

0.350 

0.357 

0.364 

0.371 

0.379 

0.386 

0.394 

2.602 

1.050 

1.071 

1.092 

1.114 

1.137 

1.159 

1.182 

7.806 

20.128 

20.531 

20.941 

21.360 

21.787 

22.223 

22.667 

149.637 

0.700 

0.714 

0.728 

0.743 

0.758 

0.773 

0.788 

5.204 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

0.000 

2.244 

2.289 

2.335 

2.381 

2.429 

2.478 

2.527 

16.683 

0.700 

0.713 

0.728 

0.743 

0.758 

0.772 

0.790 

5.204 

3.644 

3.716 

3.791 

3.867 

3.945 

4.023 

4.105 

27.091 

23.772 

24.247 

24.732 

25.227 

25.732 

26.246 

26.772 

176.728 

EN 

61 

   EN 

 
 
 
 
6.2. 

Calculation  of  costs  by  measure  envisaged  in  Part  B  (over  the  entire 
programming period)  

Breakdown  

Commitments (cash prices) 

Type  
of outputs 
(projects, files ) 

Number of 
outputs 

Average unit 
cost 

(2007-
2013)  

EUR 

Total cost 

(2007-2013)  

EUR million

Comenius 

In-service training for teachers 
Work-experience for future language teachers 
Upper secondary school pupil mobility 
Partnerships : School partnerships 
Partnerships: Comenius Regio 
Projects : Transfer of innovation 
Projects : Development of innovation 
Networks 
Accompanying measures projects 
School Twinning  

Individual mobility 
Individual mobility 
Individual mobility 
Project + mobility 
Project + mobility 
Project 
Project 
Project 
Project 
Project 

72,000 
12,723 
5,265 
28,664 
442 
229 
51 
51 
64 
189 

Total Comenius 

1,733 
4,200 
2,300 
24,000 
24,000 
260,397 
249,098 
427,765 
88,250 
307,709 

124.800 
53.438 
12.110 
687.924 
10.609 
59.631 
12.704 
21.816 
5.648 
58.157 

1,046.837 

Breakdown  

Type  
of outputs 
(projects, files ) 

Number of 
outputs 

Average unit 
cost 

(2007-
2013)  

EUR 

Total cost 

(2007-2013)  

EUR million

Erasmus 

Mobility: Standard student mobility 
Mobility: Special student mobility 
Mobility: Student placements in undertakings 
Mobility: Short-term teacher mobility 
Mobility: Long-term teacher mobility 
Mobility: Higher Education Teacher mobility 
to undertakings 
Mobility: Other staff 
Mobility: Organisation of mobility (e.g. 
student services, language preparation) 
Mobility: Intensive language courses 
Mobility: Intensive programmes 
Projects : Transfer of innovation 
Projects : Development of innovation 
Multilateral projects: Virtual campuses 
Networks 
Accompanying measures Projects 
Bologna promotion: national teams 
Bologna projects and promotion 

Total Erasmus 

Individual mobility 
Individual mobility 
Individual mobility 
Individual mobility 
Individual mobility 
Individual mobility 

1,424,885 

144,088 
235,717 

Individual mobility 
Project 

10,054 
21,207 

Project + mobility 
Project + mobility 
Project 
Project 
Project 
Project 
Project 
Project 
Project 

3,538 
1,794 
197 
48 
69 
158 
106 
203 
70 

1,433 

2,832 
703 

1,420 
11,200 

3,710 
34,850 
134,843 
129,604 
468,507 
376,867 
107,764 
42,552 
371,514 

2,041.860 
p.m. 
408.056 
165.709 
p.m. 
p.m. 

14.277 
237.513 

13.125 
62.514 
26.564 
6.221 
32.327 
59.545 
11.423 
8.638 
26.006 

3,113.778 

EN 

62 

   EN 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
  
  
  
  
  
 
 
 
Breakdown  

Type  
of outputs 
(projects, files ) 

Number of 
outputs 

Average unit 
cost 

(2007-
2013)  

EUR 

Total cost 

(2007-2013)  

EUR million

Leonardo da Vinci 

Mobility of young people in initial VT 
Mobility of young workers & recent graduates 
Mobility: Trainers 
Partnerships 
Projects : Transfer of innovation 
Projects : Development of innovation 
Networks 
Accompanying measures 
Specific calls for proposals related to policy 
priorities 

Individual mobility 
Individual mobility 
Individual mobility 
Project + mobility 
Project 
Project 
Project 
Project 
Project 

327,030 
131,419 
88,920 
2,739 
1,295 
130 
110 
50 
105 

Total Leonardo da Vinci 

1,530 
3,150 
1,370 
47,590 
345,492 
371,508 
269,255 
176,100 
235,886 

500.356 
413.971 
121.820 
130.329 
446.988 
48.296 
29.618 
8.805 
24.768 

1,724.951 

Breakdown  

Type  
of outputs 
(projects, files ) 

Number of 
outputs 

Average unit 
cost 

(2007-
2013)  

EUR 

Total cost 

(2007-2013)  

EUR million

Grundtvig 

Mobility: Staff training mobility 
Mobility: Grundtvig assistantships 
Mobility: Adult learner mobility 
Partnerships 
Projects : Transfer of innovation 
Projects : Development of innovation 
Networks 
Accompanying measures 

Total Grundtvig 

Individual mobility 
Individual mobility 
Individual mobility 
Project + mobility 
Project 
Project 
Project 
Project 

10,830 
4,400 
25,800 
3,248 
400 
100 
100 
40 

1,523 
3,423 
1,139 
47,590 
234,850 
222,010 
224,910 
96,675 

16.489 
15.062 
29.394 
154.580 
93.940 
22.201 
22.491 
3.867 

358.024 

Breakdown  

Type  
of outputs 
(projects, files ) 

Number of 
outputs 

Average unit 
cost 

(2007-
2013)  

EUR 

Total cost 

(2007-2013)  

EUR million

Transversal programme 

Transversal programme: KA1 : Policy Development 

ARION study visits 
Cedefop study visits 
Experimental projects 
Innovation projects 
Fora  
Eurydice 

EN 

17,251 

1,279 

203 

144,731 

Individual mobility 
Individual mobility 
Project 
Project 
Project 
Project 

63 

22.065 
p.m. 
p.m. 
p.m. 
p.m. 
29.380 

   EN 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
  
  
  
  
  
  
  
NARICS 
Statistics and indicators: Administrative 
Agreement with the JRC ISPRA (CRELL) 
Development of statistics and indicators 
Studies and comparative research (ex Socrates 
Action 6 projects) 
Studies (Ex-B3-1000) 
Presidency conferences + DGs 
Support to policy developments (ET2010; 
EQF, QA, Guidance projects + networks; etc) 
Ploteus 
Euroguidance 
Europass 
Total Key Activity 1: Policy Development 

Transversal programme: KA2 : Languages 

New language materials 
Online courses 
Training tools for language teachers 
Web portal 
Networks 
Awareness raising 
Competence tests (Language indicator) 
Conferences 
European language label 
Total Key Activity 2 : Languages 

Transversal programme: KA3 : ICT 

Multilateral projects 
Digital literacy 
Networks 
ICT development monitoring 
Total Key Activity 3 : ICT 

Project 
Project 

Project 
Project 

Project 
Project 
Project 

Project 
Project 
Project 

Project 
Project 
Project 
Project 
Project 
Project 
Project 
Project 
Project 

Project 
Project 
Project 
Project 

Transversal programme: KA4 : Dissemination 

National projects 
Multilateral projects 
Studies 
Total Key Activity 4 : Dissemination 

Total Transversal programme 

Project 
Project 
Project 

77 
7 

130 
60 

90 
90 
440 

196 
196 
196 

21,544 
1,307,693 

95,938 
248,883 

110,922 
157,000 
56,691 

8,413 
84,128 
84,128 

155 

339,135 

76 
92 
4 

203 

210 
47 

27 

264,066 
280,598 
2,680,750 

10,345 

222,252 
212,191 

276,852 

189 

109,975 

1.659 
9.154 

12.472 
14.933 

9.983 
14.130 
24.944 

1.649 
16.489 
16.489 
173.347 

52.566 
p.m. 
p.m. 
p.m. 
20.069 
25.815 
10.723 
p.m. 
2.100 
111.273 

46.673 
9.973 
p.m. 
7.475 
64.121 

p.m. 
20.785 
p.m. 
20.785 

369.526 

EN 

64 

   EN 

 
 
 
 
 
 
 
 
 
 
 
  
  
  
  
  
  
  
  
 
 
 
 
 
 
 
 
 
 
  
  
 
 
 
 
 
 
 
 
 
 
  
  
  
  
 
 
 
 
 
Breakdown  

Type  
of outputs 
(projects, files ) 

Number of 
outputs 

Average unit 
cost 

(2007-
2013)  

EUR 

Total cost 

(2007-2013)  

EUR million

Jean Monnet programme: Jean Monnet Action 

Key Activity 1: Jean Monnet Action 

Jean Monnet Chairs, Centres of Excellence 
and Modules 
Associations of Professors and Researchers 
Young researchers 
Information and research activities 
Total Jean Monnet Action 

Key Activity 2: Multilateral projects 

Transnational research groups 
Total Multilateral projects 

Key Activity 3: Operating Grants  

Project 

Project 
Project 
Project 

842 

21 

245 

15,667 

30,453 

27,038 

22.766 

Project 

21 

55,186 

Operating Grant 
College of Europe, Bruges & Natolin 
Operating Grant 
European University Institute, Florence 
Academy of European Law, Trier 
Operating Grant 
Institute of Public Administration, Maastricht  Operating Grant 
Operating Grant 
Special Needs Agency, Middelfart 
Operating Grant 
Grants to other institutions 
Other associations  
Operating Grant 
Total Operating Grants 

Total Jean Monnet programme 

Programme-related operational 

7 
7 
7 
7 
7 
35 
56 

4,804,429 
8,300,429 
1,747,286 
927,286 
845,000 
458,171 
103,179 

0.329 
p.m. 
7.461 
30.556 

1.159 
1.159 

33.631 
58.103 
12.231 
6.491 
5.915 
16.036 
5.778 
138.185 

169.900 

10.256 

TOTAL COST LLL PROGRAMME 

6,793.272 

EN 

65 

   EN 

 
 
 
 
 
 
 
 
  
  
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
7. 

IMPACT ON STAFF AND ADMINISTRATIVE EXPENDITURE  

7.1. 

Impact on human resources  

Types of post 

Officials 
temporary staff 

or 

A 

B 

C 

Other human resources 

DNE/AUX 

Staff to be assigned to management of the 
action using existing and/or additional 
resources 

Number of 
permanent posts 

Number of 
temporary posts 

Description of tasks deriving from 
the action 

Total 

82.0 

33.5 

59.0 

0 

0 

0 

82.0 

Programme implementation 

33.5 

59.0 

AUX A 2.0 

2.0 

Programme implementation 

AUX B 16.0 

AUX C 9.0 

DNE 16.0 

16.0 

9.0 

16.0 

Total 

174.5 

43.0 

217.5 

The planned staff resources are compatible with the preliminary draft budget 2007.  

7.2. 

Overall financial impact of human resources – 2005 prices 

Type of human resources 

Amount (€ million) 

Method of calculation 

Officials 

Temporary staff 

Other human resources 

(specify budget line) 

18.846 

€108,000 * 174.5 officials 

0.000 

0.216 

1.728 

0.972 

0.720 

N/A 

€108,000 * 2.0 A officials 

€108,000 * 16.0 B officials 

€108,000 * 9.0 C officials 

€45,000 * 16.0 DNEs 

The amounts are total expenditure for twelve months. 

Total 

22.482 

7.3. 

Other administrative expenditure deriving from the action – 2005 prices 

Budget line 

(number and heading) 

Overall allocation (Title A7) 

Amount € million 

Method of calculation 

EN 

66 

   EN 

 
 
 
 
 
 
 
 
A0701 – Missions 

A07030 – Meetings 

A07031 – Compulsory committees 1 

A07032 – Non-compulsory committees 

A07040 – Conferences 

A0705 – Studies and consultations 

Other expenditure (specify) 

Information systems (A-5001/A-4300) 

Other expenditure - Part A (specify) 

1.000  1,230 missions of up to 2 days at €650 

+ 200 missions of 1 week at €1,000 

1.000  €1,160  per  participant  (€860  travel  + 
€150  per  diem  *  2  days)  =  860 
participants 

1.000  €860 

per 
participants 

participant 

= 

1,160 

0 

0.500 

0 

0 

Total 

3.500 

The amounts are total expenditure for twelve months. 

I. 

II. 

Annual total (7.2 + 7.3) 

Duration of action 

III. 

Total cost of action (I x II) 

€ 25.982 

7 years 

€ 181.874 

The  needs  for  human  and  administrative  resources  shall  be  covered  within  the  allocation 
granted to the managing DG in the framework of the annual allocation procedure.  

8. 

FOLLOW-UP AND EVALUATION 

See initial proposal. 

9. 

ANTI-FRAUD MEASURES 

See initial proposal. 

EN 

67 

   EN