REPORT FROM THE COMMISSION TO THE  EUROPEAN PARLIAMENT AND THE COUNCIL on the activities of the European Globalisation Adjustment Fund in 2009
Date: 2010-09-09
Institutions: European Commission
Subjects: European Globalisation Adjustment Fund, dismissal, economic recession, employment policy, fund (EU), globalisation, mobile phone, motor vehicle industry, operation of the Institutions, reintegration into working life

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EUROPEAN COMMISSION 

Brussels, 9.9.2010 
COM(2010) 464 final 

REPORT FROM THE COMMISSION TO THE  
EUROPEAN PARLIAMENT AND THE COUNCIL 

on the activities of the European Globalisation Adjustment Fund in 2009 

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REPORT FROM THE COMMISSION TO THE  
EUROPEAN PARLIAMENT AND THE COUNCIL 

on the activities of the European Globalisation Adjustment Fund in 2009 

TABLE OF CONTENTS 

1. 

2. 

3. 

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

Overview of the activities of the EGF in 2009 ............................................................ 4 

Follow-up of the 2008 Annual Report on the activities of the EGF ............................ 5 

Regulation (EC) No 546/2009 to amend Regulation (EC) No 1927/2006 establishing the EGF5 

4. 

Analysis of the Activities of the EGF in 2009 ............................................................. 5 

4.1. 

Applications received................................................................................................... 5 

Table 1 — Applications received in 2009.................................................................................. 6 

4.1.1.  Applications received by Member State and sector..................................................... 7 

4.1.2.  Applications received by amount requested ................................................................ 7 

4.1.3.  Applications received by number of workers targeted for assistance.......................... 7 

4.1.4.  Applications received by amount requested per worker .............................................. 7 

4.1.5.  Applications received by intervention criterion........................................................... 8 

4.2. 

Facilitating decision-making on EGF applications: new procedure for submitting 
proposals to the Council and the European Parliament ............................................... 8 

4.3. 

Contributions granted................................................................................................... 8 

Table 2 — Details of contributions granted in 2009.................................................................. 9 

4.3.1.  Profile of workers benefiting from EGF assistance ..................................................... 9 

Table 3 — EGF contributions granted in 2009: Profile of workers........................................... 9 

4.3.2.  Actions funded with EGF assistance ......................................................................... 10 

Table 4 — Actions funded in 2009 broken down by EUROSTAT classification ................... 10 

4.3.3.  Complementarity with actions funded by the Structural Funds, notably the ESF ..... 11 

4.4 

Results achieved by the EGF: final reports received in 2009 on the execution of the 
financial contributions................................................................................................ 12 

4.4.1.  Final reports received from Member States ............................................................... 12 

4.4.2.  Summary of the results reported ................................................................................ 12 

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4.4.3.  Good practices and lessons presented in the final reports.......................................... 12 

Table 5 — Results reported in the final reports received in 2009............................................ 15 

4.5. 

Financial report .......................................................................................................... 16 

4.5.1.  Funds contributed by the EGF ................................................................................... 16 

4.5.2.  Technical assistance expenditure ............................................................................... 17 

Table 6 — Technical assistance expenditure 2009 .................................................................. 17 

4.5.3. 

Irregularities reported or closed ................................................................................. 17 

4.5.4.  Winding up of financial contributions from the EGF ................................................ 18 

Table 7 — Cases wound up in 2009 ........................................................................................ 18 

4.5.5.  Other reimbursements ................................................................................................ 18 

4.6. 

Technical Assistance activities undertaken by the Commission................................ 19 

4.6.1. 

Information and publicity........................................................................................... 19 

4.6.2.  Meetings with the National Authorities and social partners ...................................... 20 

5. 

Trends......................................................................................................................... 21 

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1. 

INTRODUCTION 

The  European  Globalisation  Adjustment  Fund  (‘EGF’)  was  set  up  by  Regulation  (EC)  No 
1927/20061  to  show  solidarity  with,  and  provide  support  to,  workers  made  redundant  as  a 
consequence of major structural changes in world trade patterns. It was designed as a means 
of  reconciling  the  overall  long-term  benefits  of  open  trade  in  terms  of  growth  and 
employment with the short-term adverse effects which globalisation may have, particularly on 
the employment of the most vulnerable and lowest skilled workers. 

The rules were amended by Regulation (EC) No 546/2009 of 18 June 2009 to respond more 
effectively to the global financial and economic crisis (see section 3).  

Article 16 of the Regulation requires the Commission to send to the European Parliament and 
to  the  Council,  before  1  July  of  each  year,  a  quantitative  and  qualitative  report  on  the 
activities  of  the  EGF  in  the  previous  year.  The  report  should  focus  mainly  on  the  results 
achieved  by  the  EGF  and  should,  in  particular,  contain  information  relating  to  applications 
submitted,  decisions  adopted  and  actions  funded,  including  their  complementarity  with 
actions funded by the Structural Funds, in particular the European Social Fund (ESF), and the 
winding-up of financial contributions made. It should also document those requests that have 
been refused owing to a lack of sufficient appropriations or to non-eligibility. 

2. 

OVERVIEW OF THE ACTIVITIES OF THE EGF IN 2009 

In 2009, the Commission received 30 applications for contributions from the EGF, which was 
six times as many as in 2008. Details of the applications are given in section 4 and in table 1. 

The  Budgetary  Authority  took  10  decisions  to  mobilise  the  EGF  in  2009.  Eight  of  those 
concerned  2009  applications  and  two  concerned  applications  received  at  the  end  of  2008. 
Details of the contributions granted are set out in section 4 and in tables 2, 3 and 4. 

The Commission  received  nine  final  reports on the  implementation  of EGF contributions in 
2009. Details of the results achieved are given in section 4 and in table 5. 

Furthermore,  four  EGF  contributions  granted  in  previous  years  were  wound  up.  Technical 
assistance  at  the  initiative  of  the  Commission  (Article  8(1)  of  the  EGF  Regulation)  was 
deployed. The details are given in sections 4.5. and 4.6 and in tables 6 and 7. 

1 

Regulation  (EC)  No  1927/2006  of  20  December  2006  on  establishing  the  European  Globalisation 
Adjustment  Fund,  OJ  L  406,  30.12.2006,  p.1,  as  corrected  by  OJ  L  48,  22.02.2008,  p.  82,  for  all 
languages and OJ L 202, 31.7.2008, p.74, for the English language only. 

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3. 

FOLLOW-UP OF THE 2008 ANNUAL REPORT ON THE ACTIVITIES OF THE EGF 

Regulation (EC) No 546/2009 to amend Regulation (EC) No 1927/2006 establishing the 

EGF2 

In its European Economic Recovery Plan, published on 26 November 20083, the Commission 
stated that it would revise the rules of the EGF so that the European Union could help workers 
affected by the global financial and economic crisis and address their long-term job prospects. 
Three  weeks  later,  following  an  analysis  of  the  expectations  and  needs  of  the  main  EGF 
stakeholders (representatives of the Member States and social partner organisations at national 
and European levels), it adopted a proposal to amend the EGF Regulation4, which contained 
the following major provisions: 

•  a reduction of the application threshold from 1 000 redundant workers to 500; 

•  an extension of the implementation period from 12 to 24 months; 
•  an increase in the co-financing rate from 50 to 75 %5; 

•  a  temporary  derogation  to  allow  workers  made  redundant  as  a  result  of  the  crisis  to  be 
eligible for assistance, provided the applications based upon that criterion were presented 
before the end of 20105. 

Based on the Commission’s proposal, the amended EGF Regulation (EC) No 546/2009 was 
adopted on 18 June 2009. 

4. 

ANALYSIS OF THE ACTIVITIES OF THE EGF IN 2009 

4.1. 

Applications received  

The 30 applications received by the Commission in 2009 (see table 1) represent a big increase 
in comparison to the two previous years, with 28 applications received in only eight months 
(from May until December 2009, i.e. from the modification of the EGF Regulation to the end 
of the year), compared with 14 received in 24 months in 2007 and 20086.  

The applications were submitted by 13 Member States, covered 29 021 redundant workers and 
requested a total of EUR 166 581 220 from the EGF. The 28 applications submitted from May 
2009 were covered by the new rules (i.e. 65 % funding rate, 24-month term, etc.).  

No application was refused in 2009. One application was withdrawn and is thus not included 
in the statistics. 

2 

3 

4 

5 

6 

Regulation  (EC)  No  546/2009  of  the  European  Parliament  and  of  the  Council  of  18  June  2009 
amending Regulation (EC) No 1927/2006 on establishing the European Globalisation Adjustment Fund, 
OJ L 167, 29.06.2009. 
Communication  from  the  Commission  to  the  European  Council  on  A  European  Economic  Recovery 
Plan, COM(2008) 800 final of 26.11.2008. 
Proposal for a Regulation of the European Parliament and of the Council amending Regulation (EC) No 
1927/2006  on  establishing  the  European  Globalisation  Adjustment  Fund,  COM(2008)  867  of 
16.12.2008. 
The amending Regulation as adopted by the European Parliament and the Council in 2009 (OJ L167, 
29.06.2009)  provides  for  a  temporary  increase  in  the  co-financing  rate  from  50  to 65 %  (not  75 %  as 
proposed) until the end of the ‘crisis’ derogation, set for 31 December 2011. 
Nine applications in 2007 and five in 2008 (one withdrawn application which was later re-submitted is 
only counted once: EGF/2008/002 Delphi/ES). 

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Table 1 — Applications received in 2009 

Art. 2

Art. 1

d

e

o
t

Application
reference

MS Case

Sector

Application 
date

n

)

o

*

i

t

n

n

o

e

i

r

v

r

e
t

e
t

i

r

n

c

I

m

o

r

f

n

o

i

t

a

g

o

r

e

d

n

h
t

s
i

a

f

l

s
i

o

a
i

r

c

t

c

l

u

n

c
i

a

s

n

m

e

i

r

f

o

t

l

n

c

a

o

e

r

b

c

i

o

e

D

l

g

EGF/2009/001
EGF/2009/002

PT North/Centre
DE Nokia

Textiles
Mobile phones

23.01.2009
06.02.2009

b
a

l

e

l

d

a

r

r

u
t

o

w

u

n

d

o

i

c

s

t

u

n

n

a

r

i

r

t

s

s

e
t

e

t

s
i

l

a

r

g

o

j

n

a

b

p

o

l

a

a

e

g

m

h

d

c

a

d

e
t

e

c

e

n

g

r

a

a

t

t

s
i

MS amount

EGF amount

 EGF amount / 
person

s

s

r

s

e

a

k

r

r

o

o
f

W

r

t

x
x

832.800
5.553.850

832.800
5.553.850

x

a

x
x
x

x
x
x
x
x
x

Regulation (EC) No. 546/2009 amending Regulation (EC) No. 1927/2006 applies to all applications received from 1 May 2009
EGF/2009/004
EGF/2009/005
EGF/2009/006
EGF/2009/007
EGF/2009/008
EGF/2009/009
EGF/2009/010
EGF/2009/011
EGF/2009/012
EGF/2009/013
EGF/2009/014
EGF/2009/015
EGF/2009/016
EGF/2009/017
EGF/2009/018
EGF/2009/019
EGF/2009/020
EGF/2009/021
EGF/2009/022
EGF/2009/023
EGF/2009/024
EGF/2009/025
EGF/2009/026
EGF/2009/027
EGF/2009/028
EGF/2009/029
EGF/2009/030
EGF/2009/031

BE Oost-West Vlaanderen Textiles
b
05.05.2009
b
05.05.2009
Textiles
BE Limburg
a
28.05.2009
Domestic appliances
IT Gruppo Merloni
a
05.06.2009
Automotive
SE Volvo
a
Computers
IE Dell
29.06.2009
b
Motor industry suppliers 09.07.2009
AT Steiermark
23.07.2009 ce
Domestic appliances
LT AB Snaige
a
04.08.2009
Construction
NL Heijmans
a
07.08.2009
Crystal glass
IE Waterford Crystal
a
13.08.2009
Automotive
DE Karmann
b
02.09.2009
Ceramic industry
ES Valencia
a
08.09.2009
Mech / Electronic
DK Danfoss Group
b
23.09.2009
Furniture
LT Furniture
b
23.09.2009
Construction
LT Construction
b
23.09.2009
Wearing apparel
LT Wearing apparel
a
09.10.2009
FR Renault
Automotive
b
09.10.2009
ES Castilla La Mancha Carpentry and joinery 
a
Aircraft Maintenance
IE
09.10.2009
SR Technics
a
Manufacture of basic metals 26.10.2009
BG Kremitkovtsi AD
17.12.2009 ce
PT Qimonda
Electronic equipment
30.12.2009
NL Noord Holland and Zuid Holland Publishing
b
30.12.2009 ce
NL Noord Brabant
Publishing
NL Noord Holland and Utrecht Printing industry
b
30.12.2009
NL Noord Brabant and Zuid Holland Printing industry
30.12.2009
b
30.12.2009 ce
NL Limburg
Printing industry
30.12.2009
NL Gelderland and Overijssel Printing industry
b
30.12.2009 ce
Printing industry
NL Drenthe
08.09.2009 ce
Mech / Electronic
DK Linak

4.049.029
904.211
5.703.425
5.298.286
7.985.950
3.072.265
139.011
207.907
1.384.306
3.338.107
3.553.165
4.788.721
356.509
602.481
281.874
30.361.231
1.050.000
4.747.790
582.797
1.295.361
1.296.605
201.145
1.220.490
1.556.168
299.833
1.084.257
244.264
653.428

x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x
x

b
a

b

a

b

7.519.625
1.679.249
10.592.075
9.839.674
14.831.050
5.705.635
258.164
386.114
2.570.853
6.199.342
6.598.735
8.893.336
662.088
1.118.893
523.481
56.385.144
1.950.000
8.817.324
1.082.337
2.405.671
2.407.982
373.555
2.266.625
2.890.027
556.832
2.013.620
453.632
1.213.508

1.000
1.316

1.568
631
2.577
1.500
2.400
400
480
435
598
1.793
1.600
1.010
636
806
491
3.582
557
800
643
839
613
111
720
821
165
650
140
139

832,80
4.220,25

4.795,68
2.661,25
4.110,23
6.559,78
6.179,60
14.264,09
537,84
887,62
4.299,09
3.564,89
4.124,21
6.163,09
1.041,02
1.388,20
1.066,15
15.741,25
3.500,90
10.521,87
1.683,26
2.867,31
3.928,19
3.395,95
3.148,09
3.520,13
3.374,74
3.097,88
3.240,23
8.730,27

Total applications received in 2009:   30

24

6

92.645.267

166.581.220

29.021

80,00%

20,00%

3.088.176

5.552.707

967

5.740,02 average figures

*)   ce: Article 2(c) exceptional circumstances

Starting with application EGF/2009/012,  a simplified procedure to seek the approval of the Budgetary Authority has been applied.

One further application (EGF/2009/003, AT/Magna Steyr, submitted on 05.03.2009) was withdrawn by the applicant Member State (Austria) before the allocation decision was taken by 
the Budgetary Authority and is thus not included in the statistics. Magna redundancies were included, together with eight other companies in the motor industry, in a subsequent 
application (EGF/2009/009 submitted on 9/07/2009).

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4.1.1.  Applications received by Member State and sector 

The 30 applications received were submitted by 13 Member States and related to 17 sectors7:  

Austria  (one  application;  automotive),  Belgium  (two  applications;  textiles),  Bulgaria  (one 
application;  basic  metals),  Denmark  (two  applications;  mechanical/electronic),  France  (one 
application;  automotive),  Germany  (two  applications;  mobile  phones,  automotive),  Ireland 
(three  applications;  computers,  crystal  glass,  aircraft  maintenance),  Italy  (one  application; 
domestic  appliances),  Lithuania 
furniture, 
construction,  wearing  apparel),  Netherlands  (eight  applications;  construction,  printing 
industry,  publishing), Portugal (two applications; textiles, electronic equipment), Spain  (two 
applications; ceramics, carpentry and joinery), Sweden (one application; automotive). 

(four  applications;  domestic  appliances, 

4.1.2.  Applications received by amount requested 

The Member State applying for EGF support must design a coordinated package of measures 
that best fits the targeted workers’ profile, and decide the amount of assistance to request. The 
EGF  Regulation  does  not  recommend  or  limit  the  total  amount  requested,  but  the 
Commission’s assessment of an application may raise issues which cause the Member State to 
revise the proposed package of personalised services, thereby affecting the amount requested. 

The  EGF  contributions  requested  in  2009  ranged  from  EUR  258 164  to  EUR  56 385 144 
(average EUR 5 552 707). 

4.1.3.  Applications received by number of workers targeted for assistance 

The number of workers targeted by the measures proposed for co-financing by the EGF was 
29 021  (30  applications),  ranging  from  111  to  3 582  workers  (average  967  workers).  Three 
applications targeted more than 2 000 workers, seven targeted between 1 000 and 2 000, and 
20 targeted fewer than 1 000 workers. 

The  number  of  workers  affected  by  the  redundancies  and  the  number  targeted  for  EGF 
support  may  differ  if  the  applicant  Member  State  has  decided  to  focus  its  assistance,  for 
example, on those facing exceptional difficulty staying in the labour market and/or those most 
in need of assistance. 

4.1.4.  Applications received by amount requested per worker 

The amounts proposed per worker in 2009 varied from slightly above EUR 500 to over EUR 
15 700 (on average EUR 5 740 per worker). 

The package of individualised services that the applicant Member States may propose for the 
redundant  workers  concerned  is  at  their  discretion,  within  the  terms  of  the  Regulation.  The 
amount  requested  per  worker  affected  can  therefore  vary  according  to  the  severity  of  the 
redundancy event, the situation of the labour market affected, the individual circumstances of 
the  workers  targeted,  the  measures  already  provided  by  the  Member  State,  and  the  cost  of 
providing the services in the Member State or region concerned.  

7 

Printing industry (5), Automotive (4), Textiles (3), Construction (2), Domestic appliances (2), 
Mechanical/electronic (2), Publishing (2), Mobile phones (1), Computers (1), Crystal glass (1), 
Ceramics (1), Furniture (1), Carpentry and joinery (1), Basic metals (1), Electronic equipment (1), 
Wearing apparel (1), Aircraft maintenance (1). 

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4.1.5.  Applications received by intervention criterion 

24 of the applications submitted (80 %) were to support workers made redundant as a direct 
result  of  the  global  financial  and  economic  crisis  (Article  1a  of  the amended  Regulation) 
while the remaining six applications (20 %) were proposed on the basis of major structural 
changes in world trade patterns due to globalisation. 

11  applications  were  based  on  Article  2(a)  of  the  EGF  Regulation  and  13  were  based  on 
Article  2(b).  Of  the  six  applications  which  referred  to  Article  2(c)  (all  of  which  cited 
‘exceptional circumstances’), half stated that the conditions in Article 2(a) were not fully met, 
whereas the other half stated that the conditions in Article 2(b) were not fully met. 

4.2. 

Facilitating  decision-making  on  EGF  applications:  new  procedure  for 
submitting proposals to the Council and the European Parliament 

Towards the end of 2009, the EGF decision-making process was streamlined: the Commission 
eliminated  one  of  the  steps  required  by  merging  two  procedures  into  one,  for  which  the 
Commissioners  for  Employment  and  the  Budget  share  responsibility.  As  a  result,  the 
proposals to the Budgetary Authority contain the Commission’s assessment of the application 
in the form of an explanatory memorandum. This should save 22 days on average, and it is 
hoped that the discussions in the European Parliament and the Council will be smoother and 
more transparent. 

4.3. 

Contributions granted 

In 2009, the Budgetary Authority took 10 decisions to draw on the EGF to co-finance active 
labour market policy measures (see tables 2, 3 and 4). Eight concerned applications made in 
2009 and two concerned applications received at the end of December 2008. 

The contributions granted related to 10 938 redundancies in eight Member States with a total 
of EUR 52 349 047 paid from the EGF (10.5 % of the annual maximum amount available to 
the  EGF).  The  average  amount  per  worker  was  EUR  4 786.  Six  out  of  the  10  approved 
applications were submitted on or after 1 May 2009, i.e. under the new rules.  

The Budgetary Authority did not reject any proposal put to it by the Commission for funding 
from the EGF. 

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Table 2 — Details of contributions granted in 2009 

Art. 2

Art. 1

Application
reference

MS Case

Sector

Application 
date

n
o

i
t
n
e
v
r
e
t
n

n
o

i
r
e
t
i
r
c

I

e
h
t

d
n
a

f
o

l

a

i

t
l

u
s
e
r

c
n
a
n

i
f

t
c
e
r
i

D

l

a
b
o

l

g

s

i

s

i
r
c

c

i

m
o
n
o
c
e

l

a
r
u
t
c
u
r
t
s

r
o

j

a
m

d

l
r
o
w

n

i

s
e
g
n
a
h
c

o
t

e
u
d

s
n
r
e
t
t
a
p

e
d
a
r
t

n
o

i
t
a
s

i
l

a
b
o

l

g

MS amount

EGF amount

EGF/2008/004 ES Castilla Leon
EGF/2008/005 ES Catalonia

Automotive
Textiles

29.12.2008
29.12.2008

b
b

x
x

2.694.300
3.306.750

2.694.300
3.306.750

x
x

b
a

832.800
5.553.850

23.01.2009
06.02.2009

Textiles
Mobile phones

EGF/2009/001 PT North/Centre
EGF/2009/002 DE Nokia
Regulation (EC) No. 546/2009 amending Regulation (EC) No. 1927/2006 applies to all applications received from 1 May 2009
05.05.2009
EGF/2009/004 BE Oost-West Vlaanderen Textiles
05.05.2009
Textiles
EGF/2009/005 BE Limburg
05.06.2009
Automotive
EGF/2009/007 SE Volvo
Computers
EGF/2009/008 IE Dell
29.06.2009
EGF/2009/009 AT Steiermark
Motor industry suppliers 09.07.2009
04.08.2009
Construction
EGF/2009/011 NL Heijmans
Total decisions and payments from the 2009 budget: 
10

4.049.029
904.211
5.298.286
7.985.950
3.072.265
207.907

33.905.348

b
b
a
a
b
a

x
x
x
x

x
x

6

4

7.519.625
1.679.249
9.839.674
14.831.050
5.705.635
386.114

52.349.047

832.800
5.553.850

Decisions 
taken by the 
Budgetary 
Authority to 
mobilise the 
EGF fund

Payments 
drawn on the 
2009 budget
(Art 13 of EGF 
Regulation)

 EGF amount / 
person

4.582,14 06/05/2009
3.006,14 16/09/2009

19/06/2009
29/10/2009

832,80 16/09/2009
4.220,25 21/10/2009

11/11/2009
16/12/2009

4.795,68 25/11/2009
2.661,25 25/11/2009
6.559,78 17/12/2009
6.179,60 25/11/2009
14.264,09 17/12/2009
887,62 17/12/2009

26/02/2010
2/03/2010
5/03/2010
1/03/2010
5/03/2010
3/03/2010

d
e
t
e
g
r
a
t

e
c
n
a
t
s

i

s
s
a

r
o
f

s
r
e
k
r
o
W

588
1.100

1.000
1.316

1.568
631
1.500
2.400
400
435

10.938

60%

40%

3.390.535

5.234.905

1.094

4.785,98

  average figures

4.3.1.  Profile of workers benefiting from EGF assistance  

The  profile  of  the  workers  targeted  (gender,  EU/non-EU  citizenship,  age  group, 
health/ability status) is given in table 3: 

Table 3 — EGF contributions granted in 2009: Profile of workers 

2008/004
ES Castilla

2008/005
ES Catalonia

2009/001
PT Norte-
Centro

2009/002
DE Nokia

2009/004
BE Oost-West 
Vlaanderen

2009/005
BE Limburg

2009/007
SE Volvo

2009/008
IE Dell

2009/009
AT 
Steiermark

2009/011
NL Heijmans

Total

%

WORKERS TARGETED FOR EGF 
ASSISTANCE

Men
Women

% women

Total workers targeted

of which:
EU Citizen
Non-EU Citizen
not available (n/a)

212
376
64,0%

588

n/a
n/a
588

572
528
48,0%

1100

n/a
n/a
1.100

583
5

15-24
25-54
55-64
65+
not available (n/a)
Workers with health problem or 
disability
workers 65+ may have been included by some MS in the '55-64'  age group

913
165

22

1

6

600
400
40,0%

1.000

995
5

50
720
230

519
797
60,6%

1.316

1.154
162

1.084
232

9

136

1.176
392
25,0%

1.568

1537
31

49
1.447
68
4

n/a

473
158
25,0%

631

618
13

20
582
27
2

n/a

1.080
420
28,0%

1.500

1.230
270

180
1.230
90

1.536
864
36,0%

2.400

n/a
n/a
2.400

168
2.016
192
24

318
82
20,5%

400

380
20

20
371
9

396
39
9,0%

435

435
0

9
287
139

n/a

n/a

7

n/a

62,91%
37,09%

6.881
4.057
37,1%

10.938

100,00%

6.349
501
4.088
0
496
9.233
1.157
30
22
0
159

48,95%
4,53%
46,52%

4,53%
84,42%
10,58%
0,27%
0,20%

1,45%

For the same cases, the gender breakdown for the total number of redundancies was as follows during the application phase:

Men

Women

not available (n/a)

% women

Total number of redundancies

501

581

53,7%

1.082

671

598

451

34,8%

1720

947

641

138

37,1%

1.726

n/a

n/a

1.337

n/a

1.337

1.176

392

25,0%

1.568

473

158

3.375

1.312

25,0%

28,0%

631

4.687

1.818

1.022

36,0%

2.840

605

118

21

15,9%

744

495

75

13,2%

10.061

59,51%

28,97%

11,52%

4.897

1.947

29,0%

570

16.905

100,00%

EN 

9 

   EN 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
4.3.2.  Actions funded with EGF assistance  

Article  3  of  Regulation  1927/2006  provides  that  the  EGF  can  co-finance  only  active  labour 
market  measures  aiming  to  help  redundant  workers  back  into  employment.  In  addition,  it 
states that the EGF may finance the Member State’s preparatory, management, information, 
publicity and control activities for the use of the funding (Technical Assistance).  

The measures approved in the 10 EGF contributions granted in 2009 aiming at reintegrating 
10 938 redundant workers into the labour market consisted mainly of training and re-training, 
subsistence allowances while in training or in other active labour  market measures,  training 
allowances and job search assistance and case management.  

The  breakdown  of  the  estimated  costs  of  the  proposed  actions,  along  with  Technical 
Assistance, is given in table 4.  

Table 4 — Actions funded in 2009 broken down by EUROSTAT classification8 

Labour Market Policy (LMP) Interventions  
broken down by EUROSTAT classification 

LMP services 
1 

Individual  job  search  assistance  &  case  management  and 
information  services  (career  guidance,  skills 
general 
etc;  open 
certification,  personalised 
information services for jobseekers) 
Job-search allowances 
Mobility allowances 
Other allowances (e.g. apprenticeship schemes) 

action  plans 

LMP measures 
2 

Training and re-training 

  Training allowances 

Subsistence allowances while in training or in other active 
labour market measures 
Job rotation and job sharing 
Employment and recruitment incentives 
Supported employment and rehabilitation 
Direct job creation 
Start-up incentives to promote entrepreneurship 

3 
4 
5 
6 
7 
Technical Assistance (Article 3 of R. 1927/2006) 
Total 

Estimated 
cost EGF + 
MS (EUR) 

12 954 880 
9 406 680 

% of 
total 

10.91 %

174 600 
2 528 400 
845 200 
69 664 315 
35 806 540 
12 579 650 
13 077 200 

N/A 
2 577 500 
281 600 
594 000 
4 747 825 
3 635 200 
86 254 395 

0.20 %
2.93 %
0.98 %

41.51 %
14.58 %
15.16 %

N/A
2.99 %
0.33 %
0.69 %
5.50 %
4.21 %
100 %

8 

This table was compiled by the Commission on the basis of measures proposed by the Member States 
and  approved  by  the  Budgetary  Authority.  It  does  not  fully  correspond  to  the  Eurostat  methodology 
described in Labour market policy database — Methodology — Revision of June 2006 because some of 
the measures co-financed (job-search allowances, training allowances, subsistence allowances while in 
training  or  in  other  active  labour  market  measures,  mobility  allowances)  do  not  fit  any  of  Eurostat’s 
categories. The category of the Eurostat classification marked N/A in this table was not proposed by the 
Member States in the 10 EGF interventions approved in 2009. 

EN 

10 

   EN 

 
 
 
 
 
                                                 
4.3.3.  Complementarity with actions funded by the Structural Funds, notably the ESF 

The EGF is designed to increase employability and ensure rapid re-integration into the labour 
market  through  active  labour  market  measures,  thus  complementing  the  ESF,  which  is  the 
major EU instrument in this field. Their complementarity lies in their ability to address those 
issues  in  two  different  time  perspectives:  while  the  EGF  provides  tailor-made  assistance  to 
redundant workers in response to a specific, European-scale mass redundancy event, the ESF 
supports strategic, long-term goals (e.g. increasing human capital, managing change) through 
multi-annual  programmes.  In  the  light  of  the  social  impact  of  the  current  financial  and 
economic crisis, the functioning of both Funds was amended in 2009 following a proposal by 
the Commission, so as to enable them to react more flexibly to the impact of the crisis. 

The decisive criterion is the potential of the available instruments and measures to effectively 
help  workers.  The  content  of  the  ‘coordinated  package  of  personalised  services’  to  be  co-
funded by the EGF should be balanced with other actions and complement them. This means 
the  EGF  actions  need  to  go  well  beyond  standard  courses  which  would  in  any  case  be 
available  to  workers.  On  the  other  hand,  there  is  no  obligation  on  Member  States  to  invent 
completely new actions, and the services proposed for EGF co-funding may already exist. The 
EGF’s practice is to propose a mix of services which includes actions which are entirely new, 
are new to the workers concerned or are proposed to them in new combinations, and actions 
to which they would not normally have access (e.g. 2nd or 3rd level training). 

A good example of successful complementarity between the ESF and the EGF is the Nokia 
case (EGF/2009/002) submitted by Germany. The application distinguished between the EGF 
package and an initial package of active labour market measures which was financed by the 
ESF  and  by  national  public  and  private  co-funding.  The  initial  package  co-financed  by  the 
ESF  included  the  creation  of  a  transfer  company  (Transfergesellschaft)  and  measures  for 
profiling,  vocational  guidance,  individual  counselling,  placement  coaching  and  short-term 
qualifications in compliance with the guidelines of the ESF Federal Employment Office. The 
EGF  package  of  active  labour  market  measures  was  designed  as  a  complement  to  the  ESF 
package  described  above,  thereby  ensuring  complementarity  with  the  other  measures  at 
national, regional and local levels. 

Another type of successful complementarity is illustrated in the Volvo case (EGF/2009/007) 
submitted by Sweden: workers who, instead of being laid off, were re-trained for new tasks 
within  the  company  received  support  co-funded  by  the  ESF,  while  those  who  were  laid  off 
received assistance through the EGF coordinated package of personalised services. 

Member  States  have  taken  care  to  avoid  double  funding  from  Community  financial 
instruments, as required in Article 6(5) of the EGF Regulation. 

EN 

11 

   EN 

4.4 

Results achieved by the EGF: final reports received in 2009 on the execution of 
the financial contributions  

The  main  sources  of  information  on  the  results  achieved  by  the  EGF  are  the  final  reports 
presented by the Member States under Article 15 of the Regulation.  

4.4.1.  Final reports received from Member States  

In 2009 the Commission received nine final reports, six on applications submitted in 2007 and 
three on applications submitted in 2008 (see table 5).  

4.4.2. 

Summary of the results reported 

The  nine  final  reports  showed  that,  at  the  end  of  the  implementation  period,  3 717  workers 
(40.1 %)  had  found  new  jobs.  The  others  were  either  unemployed  (2 219  people/24 %)  or 
inactive  (893  people/9.6 %),  or  their  employment  status  was  not  reported  by  the  Member 
States (2 439 people/26.3 %). 

4.4.3.  Good practices and lessons presented in the final reports 

Apart  from  the  success  rate  in  terms  of  re-integration  into  employment,  the  Member  States 
reported  that  the  EGF  contributions  had  allowed  the  Member  States  to  intensify  their 
assistance for the workers made redundant and to extend the duration of support beyond what 
would  have  been  available  without  the  EGF  contribution.  Several  Member  States  (Finland, 
Malta,  Portugal)  felt  that  the  implementation  period,  12  months  in  all  these  cases,  was  not 
long  enough,  in  particular  for  the  measures  to  promote  entrepreneurship  and  business  start-
ups. 

At this stage, the detailed  results cannot be broken down by gender, age group,  educational 
level, nationality, etc. This will be done case by case in the future and will also feature in the 
mid-term evaluation of the EGF. 

EGF/2007/004 Perlos/Finland 

Of the 921 workers who benefited from the measures co-funded by the EGF, 56.9 % were in 
work again at the end of the implementation period. Training for new jobs with a future was a 
significant benefit not only for the workers but for the region as a whole, which is remote and 
threatened  with  depopulation.  The  development  and  maintenance  of  a  broad  network  of 
stakeholders  supported  the  redundant  workers  and  put  them  back  into  work  more  quickly. 
Early collaboration with the Commission allowed a more ambitious package of measures to 
be  designed  for  the  workers  than  would  otherwise  have  been  possible.  The  final  report 
contained a SWOT analysis (strengths and weaknesses, opportunities and threats) of the case 
which may be helpful in planning future cases. The measures co-funded by the EGF enabled 
the  North  Karelia  authorities  to  draw  up  contingency  plans  for  future  large-scale 
redundancies.  

EGF/2007/006 Piemonte/Italy 

Of the 1 298 workers who benefited from the measures co-funded by the EGF, 48.9 % were in 
work  again  at  the  end  of  the  implementation  period  (including  5  who  created  their  own 
businesses).  The  employment  status  of  the  other  51.1 %  was  not  reported.  The  intervention 
paid special attention to incentives to women and workers older than 55 to participate and not 
leave  the  labour  market.  A  high  percentage  of  workers  over  40  were  able  to  find  new 
employment, and the rate of re-employment of older workers achieved by these measures was 

EN 

12 

   EN 

especially high for the area. Thanks to re-training, workers were moved from the textile sector 
to other, more competitive, sectors of production. 

EGF/2007/005 Sardegna/Italy 

Of  the  1 044  workers  who  benefited  from  the  measures  co-funded  by  the  EGF,  6.2 %  were 
reported  by  the  Italian  authorities  to  be  in  work  again  after  the  implementation  period 
(including  1  who  started  a  business).  The  employment  status  of  the  other  93.8 %  was  not 
reported. 

EGF/2007/007 Lombardia/Italy 

Of the 1 215 workers who benefited from the measures co-funded by the EGF, 45.8 % were in 
work  again  at  the  end  of  the  implementation  period.  The  employment  status  of  the  other 
54.2 % was not reported. 

EGF/2008/001 Toscana/Italy 

Of the 1 352 workers who benefited from the measures co-funded by the EGF, 65.6 % were in 
work  again  at  the  end  of  the  implementation  period  (including  2  who  started  their  own 
businesses), and 26 % were unemployed or inactive. The employment status of the other 8 % 
was not reported. 

For the above three cases, the Italian authorities will submit more information to enable the 
Commission to draw conclusions on the success of the EGF interventions. 

EGF/2007/008 Textiles/Malta 

Of the 672 workers who benefited from the measures co-funded by the EGF, 65.5 % were in 
work  again  at  the  end  of  the  implementation  period  (including  24  who  started  their  own 
businesses).  The  intervention  meant  that  the  workers  affected  received  more  personalised 
assistance  to  re-enter  the  labour  market.  Consequently,  it  also  helped  them  to  face  fewer 
social and economic difficulties. Malta found occupational guidance very useful, as it enabled 
many  workers  who  were  unaware  of  job  opportunities  in  other  sectors  to  consider 
employment outside the textiles sector. Most of the workers had limited transferable skills, so 
the wage subsidy encouraged employers to give them job opportunities. The use of the start-
up grant scheme was also considered an achievement. 

EGF/2007/010 Lisboa-Alentejo/Portugal 

Of the 558 workers who benefited from the measures co-funded by the EGF, 19.5 % were in 
work  again  at  the  end  of  the  implementation  period  (including  11  who  started  their  own 
businesses). This fairly low percentage should be seen in the light of the structural problems 
of the automotive sector, which pre-dated the global financial and economic crisis and were 
exacerbated by it. In the last quarter of 2008, when the measures ended, new car registrations 
in  Europe  fell  by  an  average  of  20 %9.  Despite  this  unfavourable  situation,  individual  skills 
recognition  and  validation  programmes  for  those  workers  with  the  lowest  educational 
qualifications gave them a better start in finding a new job. The EGF measures were usefully 
complemented by other measures, including some co-funded by the European Social Fund. 

EGF/2008/002 Delphi/Spain 

9 

Communication  from  the  Commission  Responding  to  the  crisis  in  the  European  automotive  industry, 
COM(2009) 104. 

EN 

13 

   EN 

                                                 
Of the 1 589 workers who benefited from the measures co-funded by the EGF, 10.7 % were in 
work  again  at  the  end  of  the  implementation  period  (including  8  who  started  their  own 
businesses). According to the final report, this low percentage should be seen against the rapid 
deterioration  of  the  labour  market  in  Andalusia  at  that  time.  In  February  2009,  when  the 
implementation  period  ended,  employment  was  6.6 %  lower  than  in  February  2008.  The 
Spanish  authorities  continued  to  provide  training  measures  for  specific  target  groups,  using 
their own means, until 31 July 2009. Despite the unfavourable economic background, by the 
end  of  July  2009  there  were  thus  good  prospects  of  re-entering  the  labour  market  for  about 
600 of the dismissed Delphi workers. 

EGF/2008/003 Alytaus Tekstile/Lithuania 

Of the 619 workers who benefited from the measures co-funded by the EGF, 53.3 % were in 
work again after the implementation period (including 11 who started their own businesses).  

EN 

14 

   EN 

Table 5 — Results reported in the final reports received in 2009 

2007 applications

2008 applications

EGF/2007/004 
Perlos / Finland
Mobile phone 
components

EGF/2007/005 
Sardegna / 
Italy

EGF/2007/006 
Piemonte / 
Italy

EGF/2007/007 
Lombardia / 
Italy

EGF/2007/008 
textiles /
Malta

EGF/2007/010 
Lisboa-
Alentejo /
Portugal

EGF/2008/001 
Toscana / 
Italy

Textiles 

Textiles 

Textiles

Textiles 

Automotive

Textiles

EGF/2008/002
DELPHI / 
Spain
Motor industry 
suppliers

18/07/2007

9/08/2007

10/08/2007

17/08/2007

12/09/2007

9/10/2007

12/02/2008

6/02/2008

17/01/2009
915

8/02/2009
1.044

9/02/2009
1.537

16/02/2009
1.816

11/03/2009
675

8/04/2009
1.122

11/08/2009
1.558

5/08/2009
1.589

EGF/2008/003 
Alytaus 
Tekstile/ 
Lithuania

Total
9 cases

Textiles

8/05/2008

7/11/2009
600

10.856

921

1.044

1.298

1.215

672

558

1.352

1.589

619

9.268

100%

921

23
96

0

605
0

85

6

35

524

1.044

1.044
0

0

0
304

0

0

0

65

923

594
0

0

7
0

10

0

0

1.215

915
0

557
0

11

0

0

635

557

629

181
0

0

87
0

245

0

21

440

558

1.352

1.589

0
0

0

311
10

0

0

8

829
0

0
4

0

0

0

109

887

0
1.450

1.589

1.589
0

0

0

141

170

619

285
0

0

161
203

0

0

66

330

8.850

95,5%

41,8%
16,7%

17,1%

35,8%
5,6%

3,8%

0,1%

2,9%

3.871
1.546

1.589

3.317
521

351

6

271

3.717

Sector

Date of application

Final Report due date
Workers initially targeted

Workers who actually benefited 
from EGF assistance

of which received:  *)

Individual job search assistance & 
case management and general 
information services **)  

Job-search allowances
Mobility allowances
Other allowances (e.g. 
apprenticeship schemes)
Training and re-training
Training allowances
Employment and recruitment 
incentives
Supported employment and 
rehabilitation
Start-up incentives to promote 
entrepreneurship
Number of workers re-integrated 
into employment after EGF 
intervention

% re-integrated into employment

56,9%

6,2%

48,9%

45,8%

65,5%

19,5%

65,6%

10,7%

53,3%

40,1%

Total number of workers 
unemployed or inactive  ***)
number of people where the status 
was not made available

369

28

979

663

658

232

449

354

111

1419

289

3.112

33,6%

2.439

26,3%

*)   people could benefit from more than one measure
**)  includes career guidance, skills certification, personalised action plans etc; open information services for jobseekers
***) 'inactive' can mean that people are engaged in training or in education or that they are not registered for work any longer etc

No measures were carried out under the following categories: 'Job rotation and job sharing', 'Direct job creation'.

EN 

15 

EN 

 
  
4.5. 

Financial report 

4.5.1.  Funds contributed by the EGF 

During 2009 the Budgetary Authority granted 10 contributions for EGF support, for a total of 
EUR 52 349 047, representing 10.5 % of the annual maximum amount available (table 2). 
All  10  payments  came  from  the  2009  budget,  although  six  of  them  were  paid  out  at  the 
beginning of 2010.  

Under Article 28 of the Interinstitutional Agreement of 17 May 200610, which lays down the 
budgetary framework of the EGF, the EGF may not exceed an annual maximum amount of 
EUR 500 million, which can be drawn from any margin existing under the global expenditure 
ceiling  of  the  previous  year,  and/or  from  cancelled  commitment  appropriations  from  the 
previous  two  years,  excluding  those  related  to  heading  1B  of  the  financial  framework.  In 
addition, Article 12 of the EGF Regulation states that at least 25 % of the annual maximum 
amount  must  remain  available  on  1  September  of  each  year  in  order  to  cover  needs  arising 
until the end of the year. 

The  commitment  appropriations  for  the  funds  granted  in  2009  were  transferred  from  the 
reserve to the EGF budget line. The practice followed in 2009 for payment appropriations 
has been to source them from the ESF budget because of the ‘policy proximity’, given that the 
annual  requirement  for  the  EGF  so  far  has  been  only  around  1 %  of  the  ESF  payment 
endowment. In order to avoid confusion over the use of budgetary resources under the various 
instruments,  the  Commission  started  in  2009  to  look  into  finding  alternative  sourcing  of 
payment  appropriations  where  this  is  possible  and  reasonable  and  where  there  is  no  risk  of 
delay in processing the request for transfer. 

There  are  various  explanations  why  only  10.5 %  of  the  annual  maximum  amount 
available was used in 2009: only 13 Member States applied for EGF support, and the process, 
from putting together an application, through processing it and to obtaining the final decision 
by  the  Budgetary  Authority,  can  be  long  and  complex.  Reasons  for  not  applying  for  EGF 
support include: Member States preferring to use the ESF, particularly in cases where the ESF 
intervention rate is higher than the EGF rate; difficulties in finding national matched funding 
in  the  middle  of  a  fiscal  year;  lack  of  staff  at  central  level  and  lack  of  experience  of  EGF 
procedures;  long  periods  of  financial  uncertainty  while  awaiting  the  decision  from  the 
Budgetary Authority; and a political decision not to use the EGF. There is also evidence that 
some Member States waited for the amended EGF Regulation to take effect before submitting 
their applications. 

With increasing experience, Member States will be able to draft and submit EGF applications 
more  smoothly  in  the  future.  It  is  also  hoped  that  the  simplified  assessment  and  decision 
making  processes  introduced  towards  the  end  of  2009  (see  section  4.2)  will  help  make  the 
EGF more efficient. 

10 

OJ C 139, 14.6.2006, p. 1. 

EN 

16 

   EN 

 
                                                 
4.5.2.  Technical assistance expenditure 

Under Article 8(1) of the EGF Regulation, up to 0.35 % of the financial resources available 
for  the  year  (maximum  EUR  1.75  million)  can  be  made  available  in  the  form  of  technical 
assistance  (at  the  initiative  of  the  Commission)  for  activities  such  as  information, 
administrative  and  technical  support,  monitoring,  audit,  control  and  evaluation  activities 
necessary to implement the EGF Regulation. In 2009, an amount of EUR 690 000 was made 
available for technical assistance11 with the activities listed in Table 6. A budget line for EGF 
Technical Assistance (04.010414) was used. 

The  remaining  EUR  1 060 000  potentially  available  for  technical  assistance  during  the  year 
was not called upon.  

Table 6 — Technical assistance expenditure 2009 

Technical assistance 2009 
Description and amounts proposed by the Commission 

Funds spent  

Information (e.g. website, publications and audio-visual 
activities) 

Administrative and technical support  
- Meetings of the Contact Persons of the EGF 
- Exchange of best practices among the Member States 
(networking activities) 

EUR 

160 000 

70 000 
160 000 

EUR 

67 069.39 

40 200.00 
99 539.48 

Evaluation (preparatory activities for the mid-term 
evaluation of the EGF, as laid down in Article 17 
paragraph 1(a) of the EGF Regulation) 

300 000 

EUR 0  

(these activities will be carried out 
in 2010) 

Monitoring, audit & control: No contribution was used for these categories (the audits carried out in 2009 were 

financed by other European Commission sources) 

Total 

690 000 

206 808.87 

4.5.3. 

Irregularities reported or closed  

There were no irregularities reported to the Commission under the EGF Regulation in 2009. 
There were no irregularities closed in 2009 under the EGF Regulation.  

11 

OJ L 132, 29.5.2009, p. 10. 

EN 

17 

   EN 

 
 
 
 
                                                 
4.5.4.  Winding up of financial contributions from the EGF 

Article 15(2) of the EGF Regulation stipulates the procedures for winding up EGF financial 
contributions. The first four EGF contributions were wound up in 2009: 

Table 7 — Cases wound up in 2009 

(all amounts in EUR) 

EGF/2007/001 
Peugeot / France 

EGF/2007/003 
BenQ / Germany 

EGF/2007/004 
Perlos / Finland 

Date of application 
Year of approval by the 
Budgetary Authority 
Final Report due date 
Date of winding up letter 
EGF contribution granted 
(50 %) 
Certified EGF share of actual 
expenditure (50 %) as stated in 
the Final Reports 
Unspent funds reimbursed to 
the Commission in 2009 

9/03/2007 

27/06/2007 

18/07/2007 

2007 

2007 

2007 

2008 

8/09/2008 
18/11/2009 

26/12/2008 
01/09/2009 

17/01/2009 
01/09/2009 

11/03/2009 
25/06/2009 

2 558 250 

12 766 150 

2 028 538 

681 207 

2 353 583 

10 273 723 

1 321 253 

318 920 

204 667 

2 492 427 

707 285 

362 287 

EGF/2007/008 
Malta textiles / 
Malta 
12/09/2007 

The  total  amount  of  unspent  funds  reimbursed  to  the  Commission  on  the  2009  budget  for 
these four cases is EUR 3 766 666. 

There  are  various  reasons  why  Member  States  did  not  use  all  of  the  EGF  contributions 
granted.  While  Member  States  are  encouraged  to  make  realistic  budget  estimates  for  the 
proposed  coordinated  package  of  personalised  services,  not  all  requested  resources  may  be 
needed  during  the  implementation  of  the  measures.  In  some  cases  the  number  of  workers 
needing assistance may have been overestimated (i.e. the number of workers able to find new 
jobs  without  EGF  support  can  be  greater  than  initially  thought),  some  workers  may  prefer 
lower-cost measures over higher-cost measures, or  some  may  participate  in  a  measure  for  a 
shorter period than  anticipated because they have found new jobs. Delays  in  starting  up  the 
measures  may  be  another  reason  for  lower  spending.  The  budgeting  of  the  measures  and 
forecasting  of  worker  participation  by  Member  States  are  expected  to  improve  with 
experience. 

4.5.5.  Other reimbursements 

In  addition  to  the  reimbursed  amounts  shown  in  table  7,  one  EGF  contribution  granted  in 
2007  was  reimbursed  to  the  Commission  in  full:  EUR  1 258 030  for  application 
EGF/2007/002  (Renault)  which  was  withdrawn  by  the  French  authorities  in  2009.  The 
German authorities in addition recovered EUR 1 588.55 in interest, which they repaid to the 
Commission. 

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4.6. 

Technical Assistance activities undertaken by the Commission 

4.6.1. 

Information and publicity 

Internet site 

Article  9  of  the  EGF  Regulation  places  a  responsibility  on  the  Commission  to  ‘set  up  an 
internet  site,  available  in  all  Community  languages,  to  provide  information  on  the  EGF, 
guidance on the submission of applications, as well as updated information on accepted and 
refused applications, highlighting the role of the budgetary authority.’ 

In line with the requirements of Article 9, the EGF internet site (http://ec.europa.eu/egf) set up 
by the Commission has been made available in 22 Community languages (all except Irish). In 
2009 the site was revamped to improve its user-friendliness. 

As  a  direct  result  of  these  improvements  in  2009,  the  number  of  visitors  and  pages  visited 
increased  by  120 %  and  138 %  respectively.  The  EGF  website  recorded  195 768  pages 
consulted by 83 719 visitors. 

Video News Release (VNR) 

A video news release (VNR) was made available to the audiovisual media in all 27 Member 
States.  It  generated  28  original  broadcasts  (on  19  TV  stations,  8  radio  stations,  1  online 
newspaper)  in  9  Member  States  (BE,  DE,  ES,  FR,  IE,  IT,  MT,  RO  and  SI)  and  3  non-EU 
countries  (Montenegro,  Russia  and  Congo).  The  broadcasts  had  a  minimum  audience  of 
7 164 75012 persons. 

EuroBarometer 

The special edition of the EuroBarometer on ‘European employment and social policy’ (June 
2009)  included  a  question  on  the  EGF  which  had  already  been  asked  in  EuroBarometer  70 
(October 2008) to monitor awareness of the Fund. 

The  choice  of  answers  to  the  question  ‘Have  you  ever  heard  or  read  about  the  European 
Globalisation  Adjustment  Fund  that  is  a  fund  to  help  victims  of  globalisation?’  was  as 
follows: 

‘Yes, and I am very familiar with it’, or 

‘Yes, but I am not very familiar with it’, or 

‘No, I have never heard or read about it’. 

The 2009 results show a slight improvement in the awareness level of the Fund as compared 
to the previous year: across the EU, 26 % of respondents had heard of the EGF, and 4 % of 
those stated that they were ‘very familiar’ with it. 71 % of those questioned replied that they 
had never heard of the EGF — this share remains high and has not improved in comparison 
with the previous year.  

12 

This  result  does  not  take  into  account  the  downloads  from  the  EC  Audiovisual  Service,  website  or 
satellite TV broadcasts or re-broadcasts. 

EN 

19 

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Other promotional actions undertaken in 2009 

A  series  of  EGF  posters  in  various  formats  and  all  EU  languages,  plus  Chinese,  Turkish, 
Arabic  and  Urdu,  were  published  in  2009.  57 000  copies  were  distributed  among  the  public 
labour offices across the EU and the public. 

The March 2009 edition of ‘Social Agenda’, the Commission’s magazine on employment and 
social affairs, covered both the EGF and the European Social Fund, as instruments which can 
help cushion the impact of the financial and economic crisis on the labour market. 

The Commission reflected on additional dissemination channels to post EGF information, e.g. 
the ‘Social Europe’ section of Facebook. 

4.6.2.  Meetings with the National Authorities and social partners 

The  fourth  meeting  of  the  ‘Expert  group  on  Contact  Persons  of  the  European  Globalisation 
Adjustment Fund’, made up of representatives of the Member States, was held on 9 July 2009 
in Brussels. 

On 11 December 2009 an EGF Networking Seminar on the implementation of the EGF in the 
Member  States  was  held  in  Malta  to  discuss  implementation  and  to  highlight  both  good 
practices and remaining issues and problems. The event proved extremely useful. 

EN 

20 

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5. 

TRENDS 

With  an  increasing  number  of  EGF  cases,  more  data  are  available  to  identify  trends  in  the 
applications  and  to  gain  an  overview  of  the  direction  of  the  Fund’s  actions.  At  present,  the 
Commission uses data for 2007, 2008, 2009 and part of 2010, and some examples can already 
be given based on this material. The data contained in the three graphs displayed below relate 
to 57 applications received up to 30/04/2010. 

Graph 1: Number of targeted workers per Member State 

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Italy tops the list of Member States with a total of 8 300 workers targeted for assistance, while 
the Czech Republic and Bulgaria have each targeted about 650 workers. 

Graph 2: Number of targeted workers per sector 

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The  sectors  concerned  are  first  and  foremost  the  automotive  sector,  with  more  than  12 000 
workers targeted, followed by textiles, with more than 11 000 workers13. 

13 

For a more detailed breakdown, see Annex 1. 

EN 

21 

   EN 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
                                                 
Graph 3: Average amounts of EGF support per sector 

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Graph 3 illustrates the average EGF support per worker in the various sectors. Workers in the 
‘Aircraft maintenance’ and in the ‘basic metals’ sectors received the highest average amounts 
of EGF support (approximately EUR 10 000 per worker), followed by the automotive sector 
(almost  EUR 8 000 per worker) and the mechanical/electronic sector (more than EUR 7 000 
per  worker).  The  sectors  of  ‘wearing  apparel’,  ‘construction’,  ‘furniture’  and  ‘retail  trade’ 
have the lowest average amounts (around EUR 1 000 per worker). 

Interested  readers  will  find  more  results  and trends  in  ‘Statistical  portrait  of  the  EGF  2007-
2010’, to be made available on request through the EGF website (http//ec.europa.eu/egf) from 
summer 2010. 

EN 

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Annex 1 

Limburg 
Valencia 

Peugeot 
Lisboa-Alentejo 
DELPHI 
Castilla Leon 
Volvo 
Steiermark 

MS  Case 
FR 
PT 
ES 
ES 
SE 
AT 
DE  Karmann 
Renault 
FR 
ES 
Cataluña 
PL  Wielkopolskie  

MS  Case 
Sardegna 
IT 
Piemonte 
IT 
Lombardia 
IT 
Toscana 
IT 
Alytaus tekstilė  
LT 
Catalonia 
ES 
PT 
North/Centre 
BE  Oost-West Vlaanderen 
BE 
ES 

Automotive (NACE: Manufacture of motor vehicles, trailers and semi-trailers, Ref. No 29) 
No 
EGF/2007/001 
EGF/2007/010 
EGF/2008/002 
EGF/2008/004 
EGF/2009/007 
EGF/2009/009 
EGF/2009/013 
EGF/2009/019 
EGF/2010/002 
EGF/2010/004 
Textiles (NACE: Manufacture of textiles, Ref. No 13) 
No 
EGF/2007/005 
EGF/2007/006 
EGF/2007/007 
EGF/2008/001 
EGF/2008/003 
EGF/2008/005 
EGF/2009/001 
EGF/2009/004 
EGF/2009/005 
EGF/2010/009 
Mobile phones (NACE: Manufacture of computer, electronic and optical products, Ref. No 26) 
MS  Case 
No 
BenQ 
DE 
EGF/2007/003 
FI 
Perlos 
EGF/2007/004 
DE  Nokia 
EGF/2009/002 
Wearing apparel (NACE: Manufacture of wearing apparel, Ref. No 14) 
MS  Case 
No 
MT  Textiles 
EGF/2007/008 
LT  Wearing apparel 
EGF/2009/018 
Galicia 
ES 
EGF/2010/003 
Mura 
SI 
EGF/2010/014 
Domestic appliances (NACE: Manufacture of electrical equipment, Ref. No 27) 
No 
Gruppo Merloni 
EGF/2009/006 
AB Snaige 
EGF/2009/010 
Mechanical/electronic (NACE: Manufacture of machinery and equipment, Ref. No 28) 
No 
EGF/2009/015 
EGF/2009/031 
EGF/2010/001 
EGF/2010/006 
EGF/2010/013 
Printing industry (NACE: Printing and reproduction of recorded media, Ref. No 18) 
No 
EGF/2009/026 
EGF/2009/027 
EGF/2009/028 
EGF/2009/029 

MS  Case 
NL  Noord Holland and Utrecht 
NL  Noord Brabant and Zuid Holland 
NL 
NL  Gelderland and Overijssel 

MS  Case 
DK  Danfoss Group 
Linak 
DK 
DK  Nordjylland 
PL 
PL 

H.Cegielski-Poznań 
Podkarpackie  

MS  Case 
IT 
LT 

Limburg 

EN 

23 

   EN 

 
 
Valencia 

Qimonda 

Construction 

NL  Drenthe 

MS  Case 
ES 

MS  Case 
Dell 
IE 

Steiermark-Niederoesterreich 

MS  Case 
BG  Kremitkovtsi AD 
AT 

MS  Case 
PT 
AT  AT&S 
NL  NXP Semiconductors 

EGF/2009/030 
Computers (NACE: Manufacture of computer, electronic and optical products, Ref. No 26) 
No 
EGF/2009/008 
Electronic equipment (NACE: Manufacture of computer, electronic and optical products, Ref. No 
26) 
No 
EGF/2009/023 
EGF/2010/008 
EGF/2010/011 
Ceramics (NACE: Manufacture of other non-metallic mineral products, Ref. No 23) 
No 
EGF/2009/014 
Construction (NACE: Construction of buildings, Ref. No 41) 
No 
MS  Case 
NL  Heijmans 
EGF/2009/011 
LT 
EGF/2009/017 
Basic metals (NACE: Manufacture of basic metals, Ref. No 24)  
No 
EGF/2009/022 
EGF/2010/007 
Aircraft maintenance (NACE: Repair and installation of machinery and equipment, Ref. No 33) 
No 
EGF/2009/021 
Publishing (NACE: Publishing activities, Ref. No 58) 
No 
EGF/2009/024 
EGF/2009/025 
Furniture (NACE: Manufacture of furniture, Ref. No 31) 
No 
EGF/2009/016 
Retail trade (NACE: Retail trade, except of motor vehicles and motorcycles, Ref. No 47) 
No 
EGF/2010/010 
Wholesale trade (NACE: Wholesale trade, except of motor vehicles and motorcycles, Ref. No 46) 
MS  Case 
No 
NL  Noord Holland ICT 
EGF/2010/012 
Crystal glass (NACE: Manufacture of other non-metallic mineral products, Ref. No 23) 
No 
EGF/2009/012 
Carpentry and joinery (NACE: Manufacture of wood and product of wood and cork, except 
furniture, Ref. No 16) 
No 
EGF/2009/020 
Stone/Marble (NACE: Manufacture of other non-metallic mineral products, Ref. No 23) 
No 
EGF/2010/005 

MS  Case 
NL  Noord Holland and Zuid Holland 
NL  Noord Brabant 

MS  Case 
IE  Waterford Crystal 

MS  Case 
CZ  Unilever 

MS  Case 
IE 

MS  Case 
ES 

MS  Case 
LT 

MS  Case 
ES 

Castilla La Mancha 

SR Technics 

Furniture 

Valencia 

EN 

24 

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