REPORT FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT AND THE COUNCIL on the activities of the European Globalisation Adjustment Fund in 2011
Date: 2012-09-04
Institutions: European Commission
Subjects: European Globalisation Adjustment Fund, European Social Fund, dismissal, economic recession, employment aid, operation of the Institutions

EUROPEAN COMMISSION 

Brussels, 4.9.2012  
COM(2012) 462 final 

REPORT FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT AND 
THE COUNCIL 

on the activities of the European Globalisation Adjustment Fund in 2011 

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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 2011 

TABLE OF CONTENTS 

1. 

2. 

3. 

4. 

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

Overview of the activities of the EGF in 2011 ............................................................ 4 

Follow-up to the 2010 Annual Report on the activities of the EGF ............................ 5 

Analysis of the Activities of the EGF in 2011 ............................................................. 6 

4.1. 

Applications received................................................................................................... 6 

Table 1 — Applications received in 2011.................................................................................. 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. 

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

Table 2 — Details of contributions granted in 2011.................................................................. 9 

Table 3 — EGF contributions granted in 2011: Profile of workers......................................... 10 

4.2.1.  Actions funded with EGF assistance.......................................................................... 11 

4.2.2.  Complementarity with actions funded by the Structural Funds, notably the European 
Social Fund (ESF) ...................................................................................................... 11 

4.3. 

4.4. 

Cases not meeting the conditions for a financial contribution from the EGF............ 12 

Results achieved by the EGF ..................................................................................... 12 

4.4.1.  Final reports received from Member States in 2011 on the implementation of 

financial contributions................................................................................................ 12 

4.4.2.  Summary of the results and good practices reported in 2011 .................................... 13 

Table 4 — Final reports received in 2011 — overview of results ........................................... 14 

4.4.3.  Details of the measures implemented, as communicated in the Final Reports received 
in 2011........................................................................................................................ 14 

4.5. 

Post-2013 Review ...................................................................................................... 16 

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4.6. 

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

4.6.1.  Funds contributed by the EGF ................................................................................... 17 

4.6.2.  Technical assistance expenditure ............................................................................... 18 

Table 5 — Technical assistance expenditure 2011 .................................................................. 18 

4.6.3. 

Irregularities reported or closed ................................................................................. 18 

4.6.4.  Winding-up of financial contributions from the EGF................................................ 18 

Table 6 — Cases wound up in 2011 ........................................................................................ 19 

4.6.5.  Other reimbursements ................................................................................................ 20 

4.7. 

Technical assistance activities undertaken by the Commission................................. 20 

4.7.1. 

Information and publicity........................................................................................... 20 

4.7.2.  Meetings with the national authorities and EGF stakeholders................................... 21 

4.7.3.  Design of an electronic form for applications............................................................ 21 

4.7.4.  Second EGF Statistical Portrait 2007-2011 ............................................................... 21 

4.7.5.  Mid-term evaluation of the EGF ................................................................................ 22 

5. 

6. 

Trends......................................................................................................................... 23 

Conclusion.................................................................................................................. 28 

Annex 1 — EGF applications by classification of economic activities up to 31 December 

2011 (97 applications)................................................................................................ 29 

Annex 2 — Overview of EGF applications up to 31 December 2011 by Member State and 

Application Type (Article 1 criteria).......................................................................... 33 

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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 20092 to respond more effectively to the global 
financial and economic crisis. 

Article  16  of  Regulation  (EC)  No  1927/2006  requires  the  Commission  to  send  to  the 
European Parliament and to the Council 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  requests  that  were 
refused owing to a lack of sufficient appropriations or to non-eligibility. 

2. 

OVERVIEW OF THE ACTIVITIES OF THE EGF IN 2011 

In 2011, the Commission received 26 applications for contributions from the EGF, which was 
slightly less than in 2010 (31 applications). Details of the applications are given in section 4.1 
and in Table 1. 

The Budgetary Authority took 22 decisions to mobilise the EGF in 2011 amounting to a total 
of  EUR 128 167 758,  which  is  a  54.1 %  increase  in  terms  of  EGF  co-financing  compared  to 
2010. Details of the contributions granted are set out in section 4.2 and in Tables 2 and 3. 

The  Commission  received  four  final  reports  in  2011  on  the  implementation  of  EGF 
contributions.  Details  of  the  results  are  given  in  section  4.4  and  in  Table  4.  Five  EGF 
contributions granted in previous years were wound up (details in section 4.6.4 and Table 6). 
Details  of  technical  assistance  at  the  initiative  of  the  Commission  (Article  8(1)  of  the  EGF 
Regulation) are given in section 4.6.2 and in Table 5. 

In 2011, the Commission submitted to the European Parliament and to the Council a proposal 
to  extend  the  temporary  ‘crisis  derogation’  (applicable  to  EGF  applications  submitted  up  to 
30.12.2011) until the end of 2013. Details are given in section 3. The Commission submitted 
a  proposal  for  a  Regulation  of  the  European  Parliament  and  of  the  Council  for  the  period 
2014-2020. Details are given in section 4.5. 

1 

2 

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,  22.2.2008,  p.  82,  for  all 
languages and OJ L 202, 31.7.2008, p. 74, for the English language only. 
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, 29.6.2009). 

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3. 

FOLLOW-UP TO THE 2010 ANNUAL REPORT ON THE ACTIVITIES OF THE EGF 

Regulation (EC) No 546/2009 amending Regulation (EC) No 1927/2006 establishing the 
EGF 

The  2009  amendment  of  Regulation  (EC)  No  1927/2006  with  its  temporary  and  permanent 
modifications  brought  about  further  significant  improvements  to  the  EGF,  providing  better 
conditions for Member States to apply for EGF co-funding in support of their responses to the 
negative impact of the global financial and economic crisis on employment. 

Applying  for  EGF  support  was  made  a  lot  easier  by  the  temporary  ‘crisis  derogation’ 3 
allowing the EGF to support workers made redundant as a result of the global financial and 
economic  crisis  and  increasing  the  EGF  contribution  from  50 %  to  65 %  of  total  costs.  The 
permanent changes, i.e. the reduction of the threshold from 1 000 to 500 redundancies and the 
extension  of  the  implementation  period  from  12  to  24  months  from  the  date  of  application, 
also  had  a  positive  impact:  Member  States  were  able  to  request  EGF  support  for  workers 
made redundant by smaller enterprises and to programme longer support for the workers than 
was  possible  in  the  past.  The  impact  of  the  longer  duration  of  EGF  support  on  the 
employment and employability of redundant workers will be apparent after completion of the 
projects. 

In  the  first  quarter  of  2011,  the  Commission  organised  consultations  with  Member  State 
representatives, the implementing bodies and the social partners on whether or not to extend 
the  ‘crisis  derogation’  beyond  2011  and,  in  parallel,  regarding  the  post-2013  future  of  the 
EGF (see also section 4.5). In June 2011, the Commission adopted a proposal4 to extend the 
‘crisis  derogation’  until  the  end  of  2013,  which  was  fully  endorsed  by  the  European 
Parliament  on  21 September  2011.  However,  despite  extensive  debates  in  the  Council  and 
various compromise solutions, the Commission proposal did not receive a qualified majority 
in  the  Council.  Since  no  political  agreement  on the  extension  of  the  ‘crisis  derogation’  was 
reached, as from 31 December 2011 applications for EGF support can be justified only on the 
grounds  of  structural  changes  in  world  trade  patterns,  and  the  co-funding  rate  has  been 
reduced to the original 50 % of total eligible costs. 

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

The EGF contributions granted in 2011 were processed under the new EGF decision-making 
procedures established towards the end of 2009. The efforts that began in 2010 to speed up 
decision-making  within  the  rules  of  the  present  Regulation  were  pursued  in  2011,  and  in 
particular  in  the  context  of  the  post-2011  and  post-2013  consultations.  Preparations  for  a 
specific  seminar  for  Member  State  representatives  (which  took  place  in  March  2012)  were 
made, in order to address various issues related to the efficient implementation of the Fund. 

3 

4 

Applicable  for  EGF  applications  submitted  between  1.5.2009  and  30.12.2011,  according  to  Article 
1(1a) of the amended EGF Regulation. 
Commission proposal of 10 June 2011 COM(2011) 336 final. 

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4. 

ANALYSIS OF THE ACTIVITIES OF THE EGF IN 2011 

4.1. 

Applications received 

The 26 applications received by the Commission in 2011 (see Table 1) were five fewer than 
in 2010 (31 applications5). Regulation (EC) No 546/2009, adopted on 18 June 2009, applies 
to  all  of  these  (i.e.  65 %  co-funding  rate,  24-month  implementation  period  from  the  date  of 
application,  etc.).  A  significant  increase  in  crisis-related  applications  was  noted  towards  the 
end of 2011, illustrating that Member States sought to benefit as much as possible from the 
enhanced provisions of the ‘crisis derogation’ before its expiry at the end of December 2011: 
12  out  of  the  18  applications  submitted  by  Member  States  in  December  2011  were  crisis-
related. 

The 26 applications were submitted by 10 Member States, targeted 16 870 redundant workers 
and  requested  a  total  of EUR 77 546 044  from  the  EGF.  Amounts  not  yet  approved  are 
indicative,  as  they  may  still  change  during  the  assessment  phase.  Two  Member  States  were 
first-time applicants in 2011: Greece and Romania. 

5 

Including  two  cases  which  were  withdrawn  in  2011  (EGF  /2010/023  ES/Lear  and  EGF/2010/024 
NL/ABN Amrobank). 

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Table 1 — Applications received in 2011 

Application
reference

MS Case

Sector

Application 
date

Art. 2

Art. 1

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MS am ount

EGF amount

Regulation (EC) No. 546/2009 amending Regulation (EC) No. 1927/2006 applies to all applications received from 1 May 2009

Tobacco products

Trentino Alto Adige Construction 

Retail
Automotive
Construction 
Ceramics

AT Nieder- und Oberösterreich Transport
IT

EL Aldi Hellas
PT Norte-Centro
ES Valencia
Lazio
IT

AT Austria Tabak
AT Soziale Dienstleistungen Social work

EGF/2011/001
EGF/2011/002
EGF/2011/003 DE Arnsberg-Düsseldorf Automotive
EGF/2011/004
EGF/2011/005
EGF/2011/006
EGF/2011/007
EGF/2011/008 DK Odense Steel Shipyard Shipbuilding
EGF/2011/009 NL Gelderland Construction 41 Construction 
EGF/2011/010
EGF/2011/011
EGF/2011/012 NL Noord Brabant-Zuid Holland Construction 43
EGF/2011/013 DK Flextronics
EGF/2011/014 RO Nokia
EGF/2011/015
EGF/2011/016
EGF/2011/017
EGF/2011/018
EGF/2011/019
EGF/2011/020
EGF/2011/021 NL Zalco
EGF/2011/022
EGF/2011/023
EGF/2011/024
EGF/2011/025
EGF/2011/026

b
03.01.2011
b
07.02.2011
b
09.02.2011
a
10.05.2011
b
06.06.2011
01.07.2011
b
28.07.2011 ce
a
28.10.2011
15.12.2011
b
20.12.2011 ce
b
21.12.2011
b
21.12.2011
cl
21.12.2011
a
22.12.2011
a
23.12.2011
a
30.12.2011
b
28.12.2011
b
28.12.2011
b
28.12.2011
b
28.12.2011
a
28.12.2011
b
29.12.2011
a
29.12.2011
Antonio Merloni
a
Medcenter Container Terminal Warehousing and storage 29.12.2011
b
30.12.2011
Lombardia
b
30.12.2011
Emilia Romagna

ES CastillaLeon-La Mancha Wooden doors
IT
IT
IT
IT

Electronics
Mobile phones
Pharmaceuticals
ICT software
Construction 41
Metal products
Metal products
Shoe manufacture
Basic metals

SE AstraZeneca
IT
Agile
ES Aragon
ES Pais Vasco
ES Galicia
ES Valencia

Electronic equipment
Motorcycles

Domestic appliances

Total applications received in 2011:   26

b

a

a

x
x
x
x
x
x
x
x
x

x
x

x
x
x
x

x
x
x
x
x

20

77%

x

x
x
x

x

x

6

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 EGF amount 
/ person

502
528
778
642
726
720
406
550
500
320
350
600
153
1 416
700
1 100
743
500
450
876
616
350
1 517
747
568
512

7 258.51
7 422.06
5 588.52
4 545.95
2 091.55
2 280.60
5 711.29
11 736.55
7 718.75
14 622.19
19 539.00
5 029.60
9 271.08
2 266.83
6 179.79
4 951.82
1 749.66
2 599.09
4 509.41
1 862.52
2 989.61
3 216.01
1 265.16
2 984.03
3 204.82
5 450.04

1 962 030
2 110 150
2 341 160
1 571 500
817 635
884 170
1 248 576
3 475 826
2 078 125
2 519 515
3 682 350
1 624 948
763 795
1 728 370
2 329 306
2 933 000
700 000
699 755
1 092 665
878 535
991 630
606 095
1 033 444
1 200 269
980 182
1 502 533

3 643 770
3 918 850
4 347 868
2 918 500
1 518 465
1 642 030
2 318 784
6 455 104
3 859 375
4 679 100
6 838 650
3 017 760
1 418 476
3 209 830
4 325 854
5 447 000
1 300 000
1 299 545
2 029 235
1 631 565
1 841 599
1 125 605
1 919 252
2 229 071
1 820 338
2 790 419

41 755 563

77 546 044

16 870

23%

1 605 983

2 982 540

649

4 596.68

average figures

The simplified procedure introduced in 2009 to seek the approval of the Budgetary Authority has been used in the case of all 2011 applications.                     Data as of 31/12/2011
*)    ce: Article 2(c) exceptional circumstances     cl: Article 2(c) small labour market

4.1.1.  Applications received by Member State and sector 

The  26  applications  related  to  20  sectors6.  Eight  of  these  are  sectors  for  which  an  EGF 
application was presented for the first time in 2011: they are underlined in the list below. 

Austria (three applications: road transport, tobacco products, social work activities), Denmark 
(two  applications:  electronic  equipment,  shipbuilding),  Germany 
(one  application: 
automotive), Greece (one application: retail trade), Italy (seven applications: construction of 
buildings,  ceramics,  domestic  appliances,  ICT  services,  warehousing  and  storage,  electronic 
equipment,  motorcycles),  Netherlands  (three  applications:  construction  of  buildings, 
specialised  construction  activities,  basic  metals),  Portugal  (one  application:  automotive), 
Romania (one application: mobile phones), Spain (six applications: construction of buildings, 
metalworking  industry,  shoe  manufacture,  carpentry  and  joinery),  Sweden  (one  application: 
pharmaceuticals). 

6 

Construction  of  buildings  (4),  automotive  (2),  electronic  equipment  (2),  metalworking  industry  (2), 
shipbuilding  (1),  shoe  manufacture  (1),  basic  metals  (1),  retail  trade  (1),  ceramics  (1),  specialised 
construction activities (1), mobile phones (1), carpentry and joinery (1), domestic appliances (1), road 
transport  (1),  tobacco  products  (1),  social  work  activities  (1),  pharmaceuticals  (1),  ICT  services  (1), 
warehousing and storage (1), motorcycles (1). 

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4.1.2.  Applications received by amount requested 

Every  Member  State  applying  for  EGF  support  must  design  a  coordinated  package  of 
measures that best fits the targeted workers’ profile, and decide on 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 prompting the Member State to 
revise the proposed package of personalised services, thereby affecting the amount requested. 

The  EGF  contributions  requested  in  2011  ranged  from  EUR 1 125 605  to  EUR 6 838 650 
(average EUR 2 982 540). 

4.1.3.  Applications received by number of workers targeted for assistance 

The total number of workers targeted by the measures proposed for co-financing by the EGF 
was  16 870,  which  is  around  72 %  of  the  total  number  of  workers  made  redundant  (around 
23 500  redundancies  were  declared  by  the  10  Member  States  in  the  26  applications 
submitted). The numbers ranged from 153 to 1 517 targeted workers, with three applications 
targeting more than 1 000 and six applications targeting fewer than 500 workers. The number 
of  workers  affected  by  a  redundancy  event  and  the  number  targeted  for  EGF  support  can 
differ, because the applicant Member State may decide to focus the EGF assistance only on 
specific  groups  of  workers,  such  as  those  facing  exceptional  difficulties  in  staying  in  the 
labour  market  and/or  those  most  in  need  of  assistance.  Some  of  the  affected  workers  may 
receive  assistance  outside  the  EGF,  while  others  may  find  new  jobs  on  their  own  or  may 
decide  to  take  early  retirement,  which  means  that  they  would  not  be  targeted  for  EGF 
measures. 

4.1.4.  Applications received by amount requested per worker 

The  package  of  individualised  services  that  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. This explains why the amounts proposed 
per worker in 2011 varied from slightly above EUR 1 200 to over EUR 19 000. 

4.1.5.  Applications received by intervention criterion 

Of the 26 applications submitted, 20 (77 %) were intended to support workers made redundant 
as  a  direct  result  of  the  financial  and  economic  crisis  (Article  1(1a)  of  the  amended  EGF 
Regulation),  while  the  remaining  six  applications  (23 %)  were  intended  to  respond  to  major 
structural changes in world trade patterns due to globalisation. 

Eight  applications  were  based  on  Article  2(a)  of  the  EGF  Regulation,  15  were  based  on 
Article  2(b),  two  applications  referred  to  Article  2(c),  citing  exceptional  circumstances,  and 
one application referred to Article 2(c), citing a small labour market. 

4.2. 

Contributions granted 

In 2011, the Budgetary Authority took 22 decisions to draw on the EGF to co-finance active 
labour market policy measures (see Tables 2 and 3 for an overview and a breakdown of the 
workers’  profiles).  Five  of  these  concerned  applications  made  in  2011,  while  16  concerned 

EN 

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applications  received  in  2010  and  one  was  in  response  to  an  application  received  in  2009. 
Regulation (EC) No 546/2009, adopted on 18 June 2009, applies to all contributions granted 
(i.e. 65 % co-funding rate, 24-month implementation period from the date of application, etc.). 

The  22  contributions  granted  targeted  21 213  redundant  workers  in  twelve  Member  States 
with a total of EUR 128 167 758 paid from the EGF (25.6 % of the annual maximum amount 
available  to  the  EGF).  This  represents  a  54.1 %  increase  in  terms  of  EGF  co-financing 
compared to 2010 (EUR 83 171 941 for 30 contributions granted7). 

Table 2 — Details of contributions granted in 2011 

Art. 2

Art. 1

s
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s

Application
reference

MS Case

Sector

Application 
date

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 EGF 
amount / 
person

Decisions taken 
by the Budgetary 
Authority to 
mobilise the EGF 
fund

Payments drawn on 
the 2011 budget
(up to 31/03/2012)
(Art 13 of EGF Regulation)

MS amount

EGF amount

Regulation (EC) No. 546/2009 amending Regulation (EC) No. 1927/2006 applies to all applications received from 1 May 2009

Automotive sector
Basic metals
Printed circuit boards
Retail sector
Machinery/Equipment

a
9.10.2009
EGF/2009/019 FR Renault
EGF/2010/007 AT Steiermark-Niederösterreich
9.03.2010
b
EGF/2010/008 AT AT&S
11.03.2010 ce
a
24.03.2010
EGF/2010/010 CZ Unilever
EGF/2010/013 PL Podkarpackie 
b
27.04.2010
EGF/2010/017 DK Midtjylland machinery
b
11.05.2010
Machinery/Equipment
b
9.06.2010
Construction 
EGF/2010/019 IE Construction 41
b
9.06.2010
Construction 
EGF/2010/020 IE Construction 43
b
9.06.2010
Construction 
EGF/2010/021 IE Construction 71
a
7.07.2010
EGF/2010/022 DK Glasfiber
Wind turbines
EGF/2010/025 DK Odense Steel Shipyard Shipbuilding
a
6.10.2010
a
Shoe manufacture 26.11.2010
EGF/2010/026 PT Rohde
20.12.2010 ce
Printing industry
EGF/2010/027 NL N Brabant Div 18
20.12.2010 ce
EGF/2010/028 NL Overijssel Div 18
Printing industry
EGF/2010/029 NL Z Holland/Utrecht Div 18 Printing industry
b
20.12.2010
EGF/2010/030 NL N Holland/Flevoland Div 18
b
Printing industry
20.12.2010
a
Automotive sector 20.12.2010
EGF/2010/031 BE GM Belgium
b
3.01.2011
EGF/2011/001 AT Nieder- und Oberösterreich Transport
b
7.02.2011
EGF/2011/002 IT
b
9.02.2011
EGF/2011/003 DE Arnsberg-Düsseldorf Automotive
a
10.05.2011
EGF/2011/004 EL Aldi Hellas
b
6.06.2011
EGF/2011/005 PT Norte-Centro

Trentino Alto Adige Construction 

Retail
Automotive

x
x

x
x

x
x
x

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

x

x

x

13 188 821
4 461 105
657 530
174 365
244 230
2 124 019
6 832 990
11 665 311
747 288
3 363 993
7 636 409
780 500
359 597
386 691
1 426 465
995 662
5 165 963
1 962 030
2 110 150
2 341 160
1 571 500
817 635

24 493 525
8 284 908
1 221 128
323 820
453 570
3 944 606
12 689 838
21 664 148
1 387 819
6 247 415
14 181 901
1 449 500
667 823
718 140
2 649 148
1 849 086
9 593 931
3 643 770
3 918 850
4 347 868
2 918 500
1 518 465

3 582
356
74
460
200
325
3 205
2 228
554
825
950
680
199
214
800
551
2 834
502
528
778
642
726

6 837.95
23 272.21
16 501.73
703.96
2 267.85
12 137.25
3 959.39
9 723.59
2 505.09
7 572.62
14 928.32
2 131.62
3 355.89
3 355.79
3 311.44
3 355.87
3 385.30
7 258.51
7 422.06
5 588.52
4 545.95
2 091.55

21.12.2011
27.9.2011
27.9.2011
5.4.2011
5.4.2011
25.10.2011
16.11.2011
16.11.2011
16.11.2011
6.7.2011
6.7.2011
25.10.2011
27.9.2011
27.9.2011
27.9.2011
27.9.2011
6.7.2011
16.11.2011
13.12.2011
25.10.2011
16.11.2011
13.12.2011

29.2.2012
28.10.2011
28.10.2011
17.05.2011
17.05.2011
24.11.2011
21.12.2011
21.12.2011
21.12.2011
2.8.2011
2.8.2011
24.11.2011
27.10.2011
27.10.2011
27.10.2011
27.10.2011
2.8.2011
6.3.2012
29.2.2012
24.11.2011
16.12.2011
29.2.2012

Total decisions and payments from the 2011 budget: 22

19

86%

3

14%

69 013 412 128 167 758

21 213

3 136 973

5 825 807

964

6 041.94

  average figures

*) ce: Article 2(c) exceptional circumstances

Date as of 31.3.2012

Two further applications were withdrawn by the applicant Member States in 2011 and are thus not included in the statistics : EGF/2010/023 ES/Lear from Spain and EGF/2010/024 NL/ABN Amrobank from the 
Netherlands.

7 

Not  counting  EUR  382 200,  reimbursed  by  Spain  for  a  case  withdrawn  in  2011  (EGF  2010/023 
ES/Lear).  

EN 

9 

   EN 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
                                                 
Table 3 — EGF contributions granted in 2011: Profile of workers 

2009/019
FR
Renault

2010/007
AT
Steiermark-
Niederösterr
eich

2010/008
AT
AT&S

2010/010
CZ
Unilever

2010/013
PL
Podkarpack
ie

2010/017
DK 
Midtjylland 
machinery

2010/019
IE Construction 
41

2010/020
IE Construction 
43

2010/021
IE Construction 
71

2010/022
DK 
Glasfiber

2010/025
DK 
Odense 
Steel 
Shipyard

2010/026
PT 
Rohde

2010/027
NL
N Brabant 
Div 18

2010/028
NL
Overijssel 
Div 18

2010/029
NL
Z Holland 
/Utrecht 
Div 18

2010/030
NL
N Holland
/Flevoland
Div 18

2010/031
BE
GM Belgium

2011/001
AT
Nieder- & 
Oberöster
reich

2011/002
IT
Trentino 
Alto 
Adige

2011/003
DE
Arnsberg-
Düsseldorf

2011/004
EL
Aldi 
Hellas

2011/005
PT
Norte-
Centro

Total

%

Workers targeted for 
EGF Assistance

Men
Women

% women

Total workers targeted

of which:
EU Citizen
Non-EU Citizen

15-24
25-54
55-64
65+

Workers with health 
problem or disability

2 987
595
16.6%

3 582

3 468
114

4
999
2 579
0

422

343
13
3.7%

356

354
2

96
246
14
0

11

43
31
41.9%

74

72
2

2
65
7
0

0

219
241
52.4%

154
46
23.0%

460

200

251
74
22.8%

325

460
0

42
358
60
0

n/a

200
0

21
121
40
18

n/a

325
0

28
247
50
0

0

2 945
260
8.1%

3 205

3 205
0

389
2 345
391
80

0

2 132
96
4.3%

2 228

2 228
0

821
1 276
109
22

0

384
170

606
219
30.7% 26.5%

554

825

903
47
4.9%

950

88
592
87.1%

129
70
35.2%

139
75
35.0%

520
280
35.0%

358
193
35.0%

2 430
404

431
71
14.3% 14.1%

680

199

214

800

551

2 834

502

554
0

5
509
33
7

0

825
0

84
655
79
7

n/a

950
0

58
726
162
4

0

680
0

1
632
45
2

7

187
12

36
109
50
4

8

201
13

39
117
54
4

9

752
48

144
440
200
16

32

518
33

99
303
138
11

22

2 693
141

11
2 717
105
1

42

396
106

77
387
38
0

51

483
45
8.5%

528

401
127

41
434
52
1

n/a

- workers 65+ may have been included by some MS in the '55-64'  age group
- where the number of people with a health problem or a disability is high, the company may have had a policiy of employing people with disabilities

155
487

709
69

16 657
4 556
8.9% 75.9% 65.8% 21.5%

248
478

78.52%
21.48%

778

642

726

21 213

100%

700
78

19
587
172
0

136

632
10

43
597
2
0

n/a

726
0

3
709
14
0

20 527
686

2 063
14 579
4 394
177

96.77%
3.23%

9.73%
68.73%
20.71%
0.83%

3

743

3.5%

EN 

10 

EN 

 
  
 
4.2.1.  Actions funded with EGF assistance 

Article 3 of Regulation (EC) No 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 a Member State’s preparatory, management, information, 
publicity  and  control  activities  for  use  of  the  funding  (‘implementing  activities’,  previously 
called ‘technical assistance’). 

The  measures  approved  for  the  22  EGF  contributions  granted  in  2011  aimed  to  reintegrate 
21 213  redundant  workers  into  the  labour  market.  They  consisted  mainly  of  intensive, 
personalised  job  search  assistance  and  case  management  including  placement  research  with 
potential  employers,  a  variety  of  vocational  training,  upskilling  and  retraining  measures, 
various  temporary  financial  incentives/allowances  for  the  duration  of  the  active  support 
measures  up  to  the  period  of  actual  work  reintegration,  some  mentoring  during  the  initial 
phase in the new job and other types of activities such as entrepreneurship promotion/business 
creation, supported employment and one-time employment/hiring incentives. 

When  designing  their  support  packages,  Member  States  took  into  account  the  backgrounds, 
experiences  and  educational  levels  of  the  workers,  their  ability  to  be  mobile  and  current  or 
expected job opportunities in the regions concerned. 

4.2.2.  Complementarity with actions funded by the Structural Funds, notably the European 

Social Fund (ESF) 

The EGF is designed to increase employability and ensure the rapid reintegration of redundant 
workers  into  employment  through  active  labour  market  measures,  thus  complementing  the 
ESF,  which  is  the  major  instrument  for  promoting  employment  in  the  EU.  Generally,  the 
complementarity  of  the  two  Funds  lies  in  their  ability  to  address  these  issues  from  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  pre-
programmed  multi-annual  programmes,  the  resources  of  which  cannot  normally  be 
reallocated  to  deal  with  crisis  situations  caused  by  mass  redundancies.  EGF  and  ESF 
measures  are  sometimes  used  to  complement  each  other  to  provide  both  short-term  and 
longer-term  solutions.  The  decisive  criterion  is  the  potential  of  the  available  instruments  to 
effectively help workers, and it is up to Member States to select — and to programme — the 
instruments and actions best suited to achieving the objectives pursued. 

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.  The  measures  co-funded  by 
the  EGF  can  go  well  beyond  standard  courses  and  actions,  and  practice  has  shown  that  the 
EGF allows Member States to offer redundant workers better tailor-made and more in-depth 
assistance than would be possible without the EGF, including measures to which they would 
not  normally  have  access  (e.g.  second  or  third-level  education).  The  EGF  allows  Member 
States to focus more particularly on vulnerable people, such as the lower-skilled or those with 
a  migrant  background,  and  to  provide  support  with  a  better  counsellor-worker  ratio  and/or 
over a longer period of time than would be possible without the EGF. All this increases the 
workers’ prospects of improving their situation. 

EN 

11 

   EN 

 
Specific examples of good complementarity between the Structural Funds and the EGF can be 
found in one case submitted by Denmark (shipbuilding sector) and three cases from Ireland 
related to the construction sector. Regarding the first case (EGF/2010/025 DK/Odense Steel 
Shipyard),  the  EGF  measures  were  designed  to  complement  the  actions  undertaken  by  the 
regional Growth Forum aiming to promote new growth industries in the area in the long term, 
and  which  receives  funding  from  the  ESF  and  ERDF.  Moreover,  this  EGF  contribution  is 
being used by Denmark to test training in new sectors and new delivery methods, for potential 
inclusion in mainstream programmes if the EGF implementation shows a successful outcome. 

Regarding  the  most  recent  Irish  cases  (EGF/2010/019,  EGF/2010/020,  EGF/2010/021)  and 
subsequent  ones,  the  EGF  has  been  included  since  2010  in  the  process  of  the  Monitoring 
Committee  for  the  Coordination  of  EU  Funds  under  the  National  Strategic  Reference 
Framework, chaired by the Department of Finance and established to deal with issues relating 
to  the  implementation  of  the  Structural  Funds  for  the  2007-2013  period.  This  Committee 
discusses issues of relevance including the demarcation of funds in operational programmes 
and plans for new programmes to ensure that Funds do not overlap. 

All Member States must put in place the necessary mechanisms to avoid any risk of double 
funding  from  EU  financial  instruments,  as  required  by  Article  6(5)  of  Regulation  (EC)  No 
1927/2006. 

4.3. 

Cases not meeting the conditions for a financial contribution from the EGF 

Neither  the  Commission  nor  the  Budgetary  Authority  rejected  any  application  submitted  by 
the Member States for funding from the EGF. 

4.4. 

Results achieved by the EGF 

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  Regulation  (EC)  No  1927/2006.  These 
are  supplemented  by  information  shared  by  Member  States  in  direct  contacts  with  the 
Commission  and  during  coordination  meetings  and  conferences  with  Member  State 
representatives during the year. The results and data reported by the Member States in 2011 
are summarised in this section and in Table 4. 

Overall,  the  Commission  has  received  final  reports  for  20  EGF  contributions  (since  2008 
when the results of the first EGF cases became available up to December 2011), representing 
about 20 % of the total number of applications (97) received up to December 2011. Fifteen out 
of  those  20  cases  were  also  analysed  by  the  mid-term  evaluation  carried  out  in  2011  (see 
section 4.7.5). Because of the limited final results so far, it is still too early to draw definite 
conclusions about the added value of the EGF support and the impact on dismissed workers 
and  labour  markets.  As  more  and  more  final  results  of  cases  with  an  extended  24-month 
implementation period (after the increase from 12 to 24 months from the date of application, 
resulting from the amendment of the EGF Regulation in 2009) become available, the EGF’s 
impact will be measured in more detail, including in the ex-post evaluation which is due by 
31 December 2014 (Article 17(1b) of the EGF Regulation). 

4.4.1.  Final  reports  received  from  Member  States  in  2011  on  the  implementation  of 

financial contributions 

In  2011,  the  Commission  received  four  final  reports  on  the  following  cases:  EGF/2009/004 
BE/Oost-West  Vlaanderen,  EGF/2009/005  BE/Limburg,  EGF/2009/007  SE/Volvo  and 
EGF/2009/008 IE/Dell. These were the first EGF cases for all three Member States, and the 

EN 

12 

   EN 

 
first completed cases with an extended 24-month implementation period. They were also the 
first  cases  to  benefit  from  65 %  co-financing  from  the  EGF  after  the  increase  from  the 
previous 50 %. 

4.4.2. 

Summary of the results and good practices reported in 2011 

The four final reports presented by the three Member States showed that at the end of the EGF 
implementation  period,  2 352  workers  (45.0 %  of  5 228)  had  found  new  jobs  or  were  self-
employed.  The  others  were  either  in  education  or  training  (approximately  10.9 %),  or 
unemployed  or  inactive  for  personal  reasons  (NEET:  not  in  education,  employment,  or 
training): approximately 44.1 %. 

Similarly  to  2010,  the  results  in  terms  of  reintegration  into  work  were  influenced  by  the 
reduced absorption capacities of local and regional labour markets as a direct consequence of 
the global financial and economic crisis. It should be noted that the reintegration rate merely 
provides  a  snapshot  of  the  workers’  employment  situation  at  the  moment  the  data  are 
collected. It does not give any information on the type of employment and the quality of the 
work that has been found, and can change significantly in a short space of time. According to 
information  received  from  several  Member  States  in  2010  and  2011,  the  reintegration  rates 
tend to rise even just a few months after submission of the final reports and increase further in 
the  medium  term,  especially  in  cases  where  workers  continue  to  receive  the  tailor-made 
assistance beyond the EGF period, at the Member States’ own expense or with the help of the 
ESF. 

The  three  Member  States  reported  a  series  of  interesting  facts  and  encouraging  information 
indicating  that  the  personal  situation,  self-confidence  and  employability  of  the  workers 
concerned visibly improved thanks to the EGF assistance and services, even if not all of them 
found new work quickly. The EGF enabled those Member States to act more intensively in 
the areas affected by redundancies, in terms of the number of people assisted and the duration 
and quality of support, than would have been possible without EGF funding. The EU funds 
enabled them to respond more flexibly and to include in their packages highly personalised, 
sometimes innovative, actions of a high quality and thus to devote more care to lower-skilled 
people and harder-to-help jobseekers. 

Assistance co-funded by the EGF therefore represents an enhanced investment in skills, which 
can  have  a  positive  impact  also  in  the  medium  and  longer  term  when  markets  gradually 
recover  from  the  crisis.  The  EGF  was  felt  to  be  a  useful  instrument  at  a  time  of  budget 
constraints,  often  particularly  acute  in  the  Member  States  and  regions  suffering  from  mass 
redundancies. In addition, the three Member States drew a number of lessons and conclusions 
which should prove useful for the preparation and implementation of future EGF cases. 

EN 

13 

   EN 

 
Table 4 — Final reports received in 2011 — overview of results8 

Sector

Date of application

EGF/2009/004 
BE/Oost en 
West-
Vlaanderen

2009 applications

EGF/2009/005 
BE/Limburg

EGF/2009/007 
SE/Volvo

EGF/2009/008 
IE/Dell

Total
4 cases

Textiles 

Textiles 

Automotive

Computers

05/05/2009

05/05/2009

05/06/2009

29/06/2009

End of implementation period (as to Financing Decision)

04/05/2011

04/05/2011

04/06/2011

28/06/2011

Final Report due date

Workers initially targeted

Workers who actually benefited from EGF assistance

Total expenditure in € 
(EGF and MS contributions)

EGF contribution in €

04/11/2011

04/11/2011

04/12/2011

29/12/2011

1 568

508

631

356

1 500

1 775

2 400

2 589

6 099

5 228

402 236

296 623

8 731 627

13 619 598

144 829

132 287

5 675 558

8 852 739

36.0%

44.6%

65%

65%

total amount spent on personalised services :
(EGF and MS contributions)

350 332

275 102

8 310 149

13 230 888

22 166 470

100%

% of total expenditure

87.1%

92.7%

95.2%

97.1%

expenditure and number of benefiting workers broken 
down per category of measures  *)

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

Training and re-training 

Promotion of entrepreneurship

Training allowances

Other allowances / grants

Number of workers re-integrated into employment after 
EGF intervention

546

134 949

404
209 433
0
0
0

0

33
5 950

335

409

1 140

347
272 162
0
0
0

0

10
1 800

259

1 775

2 589

5 319

753 015

192 412

1 081 516

4.9%

1 021
7 521 469
25
35 665
0

0

0
0

2 806
6 596 329
490
3 283 375
413

4 578
14 599 392
515
3 319 040
413

65.9%

15.0%

2 451 738

2 451 738

11.06%

104
707 034

147
714 784

3.2%

1 201

557

2 352

% re-integrated into employment

65.9%

72.8%

67.7%

21.5%

( out of which self-employed )

9

5

18

191

Total number of people in education or in training (while 
unemployed)

0

% in education or in training

0.0%

Total number of workers unemployed or inactive for various 
personal reasons ***)

173

0

0.0%

97

344

19.4%

230

227

8.8%

1 805

% unemployed or inactive 

34.1%

27.2%

12.9%

69.7%

45.0%
4.3%

223

571

10.9%

2 305

44.1%

*)     work ers could benefit from measures in different categories and also from more than one action in each category - this is why the number of 
       work ers for a category of measures can be higher than the total number of beneficiaries
**)    intensive, personalised job search and re-integration assistance, such as career guidance, sk ills certification, personalised action plans, 
       mark et prospection and job matching etc; open information services for jobseek ers
***)  'inactive' can mean that people are not available for the labour mark et any longer for different personal reasons such as start of pension etc.

No measures were carried out under the following categories:
'job rotation and job sharing', 'employment and recruitment incentives', 'supported employment & rehabilitation', 'direct job creation'.

4.4.3.  Details of the measures implemented, as communicated in the Final Reports received 

in 2011 

EGF/2009/004 Oost-West Vlaanderen/Belgium (textiles) 

The implementation period accorded by the Financing Decision ended on 4 May 2011. Of the 
508 workers  who participated in the measures co-funded by  the  EGF,  335  (65.9 %) were in 
work  again  at  the  end  of  the  implementation  period  (nine  of  them  self-employed),  and  the 
remaining 173 (34.1 %) were unemployed or inactive for various personal reasons (NEET). 

8 

This table was compiled by the Commission on the basis of the measures implemented by the Member 
States as reported in their final reports. The categories of measures are similar, but not identical, to the 
Eurostat methodology described in Labour market policy database — Methodology — Revision of June 
2006.  Some  of  the  measures  co-financed,  such  as  job-search  allowances,  training  allowances,  and 
subsistence  allowances  during  active  labour  market  measures,  do  not  fit  into  any  of  Eurostat’s 
categories. 

EN 

14 

   EN 

 
 
                                                 
EGF/2009/005 Limburg/Belgium (textiles) 

The implementation period accorded by the Financing Decision ended on 4 May 2011. Of the 
356 workers  who participated in the measures co-funded by  the  EGF,  259  (72.8 %) were in 
work  again  at  the  end  of  the  implementation  period  (five  of  them  self-employed),  and  the 
remaining 97 (27.2 %) were unemployed or inactive for various personal reasons (NEET). 

The Belgian authorities reported that the two EGF contributions had allowed them to provide 
tailor-made assistance and training to the dismissed textile workers, which either helped them 
find  new  jobs  or  strengthened  their  position  on  the  labour  market.  The  EGF  co-funded 
measures  were  provided  by  the  Flemish  employment  and  professional  training  service 
(VDAB)  and  the  sectorial  training  centre  for  the  textiles  industry  (COBOT).  They  covered 
individual  job  search  support  including  the  validation  of  existing  textile-related  skills, 
outplacement  assistance  extended  to  all  age  groups,  a  variety  of  training  measures  for  the 
acquisition  of  generic  competences  and  interview  skills,  vocational  training  aimed  at  re-
employment in new sectors and functions, tailored training for workers aged 50+ as well as 
continued training/career guidance for those who found a new job with a view to enhancing 
their satisfaction and ability to remain in the new job. 

Some  of  the  implemented  activities  were  embedded  in  pre-determined  schemes  receiving 
federal and regional financing, which made it impossible to calculate the  EGF contribution. 
Because  of  its  particular  administrative  circumstances,  Belgium  imputed  only  36 % 
(EGF/2009/004) and 44.6 % (EGF/2009/005) of the total actual costs to the EGF, instead of 
the  maximum  65 %  allowed.  The  managing  authority  drew  a  number  of  lessons  and 
conclusions which should prove useful for future EGF applications. 

EGF/2009/007 Volvo/Sweden (automotive) 

The implementation period accorded by the Financing Decision ended on 4 June 2011. Of the 
1 775 workers who participated in the measures co-funded by the EGF, 1 201 (67.7 %) were in 
work again at the end of the implementation period (18 of them self-employed), 344 (19.4 %) 
were in education or training and the remaining 230 (12.9 %) are considered unemployed or 
inactive  (NEET)  as  they  left  the  employment  service  for  various  reasons.  According  to  the 
Swedish  authorities,  the  EGF  project  was  successful  in  terms  of  re-integration  after  project 
implementation, compared with other projects in Sweden. 

The  EGF  co-funded  measures  had  great  significance  for  the  former  Volvo  workers  as  they 
made  it  possible  for  them  to  upskill  for  a  wider  labour  market  while  at  the  same  time 
providing  them  with  personal  development  and  financial  security.  The  EGF  contribution 
allowed  the  Swedish  authorities  to  provide  a  variety  of  qualification  measures,  including 
vocational  training  directed  towards  occupations  where  generational  change  had  been 
identified as a concern. Entrepreneurship training went well beyond what is normally offered 
by the public employment service. Particular attention was given to the quality of the EGF co-
funded  training  (ratings  were  applied),  which  can  mean  a  competitive  advantage  for  the 
individuals  concerned  as  compared  with  other  unemployed  workers  benefiting  from  the 
standard training options. 

The  Swedish  authorities  also  reported  that  the  project  had  led  to  increased  cooperation 
between the public employment service and the providers of national, regional and local adult 
education. Combining labour market policies with resources from the world of education was 
recognised as a significant added value with a positive multiplier effect. The findings and the 

EN 

15 

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lessons  learned  from  the  Volvo  project  will  feed  into  Sweden’s  future  support  activities  for 
the unemployed. 

Overall,  Sweden  deems  the  EGF  co-funded  measures  to  have  been  positive  both  for  the 
former  Volvo  workers  and  for  the  local  labour  markets  concerned.  While  their  impact  in 
financial terms cannot yet be measured, it should be possible to do so in the future, when the 
current evaluation of the project by the Swedish authorities is finalised. 

EGF/2009/008 Dell/Ireland (computers) 

The implementation period accorded by the Financing Decision ended on 28 June 2011. Of 
the 2 589 workers who participated in the measures co-funded by the EGF, 557 (21.5 %) were 
in  work  again  at  the  end  of  the  implementation  period  (191  of  them  self-employed),  227 
(8.8 %) were still in education or training, and the remaining 1 805 (69.7 %) were unemployed 
or inactive for various personal reasons (NEET). 

The  Irish  authorities  reported  that  support  from  the  EGF  had  expanded  the  assistance 
normally available to the unemployed, and was complementary to measures supported by the 
European  Social  Fund,  ERDF,  etc.  With  the  help  of  the  EGF,  the  former  Dell  workers 
benefited  from  an  increased  level  of  personalised  assistance  at  a  time  of  rapidly  rising 
unemployment both regionally and nationally. According to the Irish authorities, the number 
of  persons  who  were  re-employed  or  had  started  their  own  businesses  by  the  end  of  the 
implementation period as well as the increased take-up of education and training opportunities 
had  a  considerable  positive  impact  locally  and  regionally  in  economic  terms.  The  EGF  co-
funded  measures  also  had  a  positive  impact  on  individuals  in  terms  of  renewed  self-
confidence and restoration of dignity. 

The  EGF  co-funded  measures  covered  a  broad  range  of  guidance,  education,  training  and 
entrepreneurship  support  activities  and  were  provided  in  close  cooperation  with  the  local, 
regional  and  national  service  providers.  Assistance  from  the  EGF  also  allowed  the 
development  of  a  number  of  newly  tailored  measures  including  higher  education  courses 
outside  the  mainstream  curriculum,  a  new  internship  programme  designed  to  maintain 
existing  skills  and  to  let  people  practise  their  newly  acquired  skills,  and  the  provision  of 
training to acquire new skills in emerging sectors or in sectors with identified skills shortages 
such  as  medical  devices,  financial  services  and  logistics.  Grants  to  facilitate  applicants’ 
participation in accredited training courses and grants to facilitate access to higher education 
programmes in approved private colleges were also part of the package. 

The  experiences  gained  with  the  Dell  application  have  fed  through  to  subsequent  EGF 
applications from Ireland. 

4.5. 

Post-2013 Review 

According  to  Article  20  of  the  EGF  Regulation,  the  whole  of  that  Regulation  has  to  be 
reviewed  by  31 December 2013,  which  coincides  with  the  end  of  the  programming  period 
2007  to  2013.  In  the  context  of  the  Commission  Communication  ‘A  Budget  for  Europe 
2020’ 9 ,  the  need  to  tackle  pressing  challenges,  such  as  shortfalls  in  skills  levels, 
underperformance of active labour market policy and education systems, social exclusion of 
marginalised groups and low labour mobility, has been stressed. The Commission is keen to 

9 

COM(2011) 500 final, 29.6.2011. 

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maintain the EGF over the next programming period 2014 to 2020, and wants specific, one-
off  support  to  be  provided  over  this  period  to  workers  made  redundant  as  a  result  of  major 
structural changes triggered by the increasing globalisation of production and trade patterns. 
The  EU  should  also  be  able  to  provide  support  in  the  event  of  large-scale  redundancies 
resulting  from  serious  disruption  of  local,  regional  or  national  economies  caused  by  an 
unexpected  crisis.  Furthermore,  the  scope  of  the  EGF  should  be  extended  to  provide 
compensation  in  certain  cases  for  the  consequences  of  trade  agreements  in  certain  agricultural 
sectors. 

In  the  first  half  of  2011,  the  Commission  carried  out  consultations  with  Member  State 
representatives,  implementing  bodies  and  social  partners  regarding  the  future  role  and 
potential of the EGF as a solidarity instrument. These included two Stakeholder Conferences 
on 25-26 January 2011 and on 8 March 2011 respectively. In October 2011, the Commission 
adopted a proposal10 for a future EGF taking into account the results of the consultations and 
the policy recommendations made in the course of the mid-term evaluation of the EGF (see 
section 4.7.5). 

In  November  and  December  2011,  the  Commission’s  proposal  was  presented  at  working 
group level to the European Parliament, the European Economic and Social Committee and 
the  Committee  of  the  Regions.  The  formal  discussions  in  the  relevant  committees  of  the 
Parliament and the Council are due to take place in 2012 and 2013, the objective being that 
the new Regulation can enter into force on 1 January 2014. 

4.6. 

Financial report 

4.6.1.  Funds contributed by the EGF 

During 2011 the Budgetary Authority granted 22  contributions from the EGF, for a total of 
EUR 128 167 758, representing 25.6 % of the annual maximum amount available (Table 2). 
All 22 payments came from the 2011 budget, although four were paid out at the beginning of 
2012. 

Under Article 28 of the Interinstitutional Agreement of 17 May 200611, 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 under 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 any needs arising by the 
end of the year. 

The  commitment  appropriations  for  the  funds  granted  in  2011  were  transferred  from  the 
EGF  reserve  to  the  EGF  budget  line.  In  2011,  the  payment  appropriations  were  sourced 
differently than in the past, so as to avoid as far as possible the use of ESF funds. An amount 
of EUR 47 608 950 (including EUR 610 000 for EGF technical assistance) was credited to the 
EGF budget line at the start of the year. A further amount of EUR 50 000 000 was added by 
means of an amending budget. During the global transfer, EUR 5 460 495 was identified and 
transferred to the EGF. Finally, EUR 29 650 344 was transferred from an ESF line. 

10 
11 

COM(2011) 608 final, 6.10.2011. 
OJ C 139, 14.6.2006, p. 1. 

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Payments  made  for  2011  (EUR 128 167 758)  were  54.1 %  higher 
(EUR 83 171 941 for 30 contributions granted7). 

than  for  2010 

4.6.2.  Technical assistance expenditure 

Under Article 8(1) of Regulation (EC) No 1927/2006, up to 0.35 % of the financial resources 
available for the year (maximum of EUR 1.75 million) can be used in the form of technical 
assistance  on  the  initiative  of  the  Commission  for  activities  such  as  information, 
administrative and technical support, and monitoring, audit, control and evaluation activities 
necessary to implement the EGF Regulation. In 2011, an amount of EUR 610 000 was made 
available  for  technical  assistance12 regarding  the  activities  listed  in  Table  5.  The  remaining 
EUR  1 140 000  potentially  available  for  technical  assistance  during  the  year  was  not  called 
upon. 

The  main  difference  between  the  budgeted  amount  and  actual  expenditure  arose  in  the 
Information  category,  where  the  contribution  required  from  the  EGF  towards  general 
publications on employment and social affairs with relevance for the EGF was considerably 
lower than anticipated. 

Table 5 — Technical assistance expenditure 2011 

Description 

Budgeted amount 
EUR 

Actual amount 
EUR 

Information (e.g. updating/expanding of EGF website in all EU 
languages, publications and audio-visual activities) 

250 000 

74 685.24 

Administrative and technical support  
- Meetings of the Expert Group of Contact Persons of the EGF 
- Seminars on the implementation of the EGF (2012 seminars to 
exchange information and experiences, on the 2011 budget) 

Monitoring (second EGF Statistical Portrait 2007-2011) 

Creation of a knowledge base  
(design of an electronic form for applications) 

70 000 
200 000 

 61 404.21 
268 595.79 

20 000 

70 000 

19 883.00 

59 300.00 

Audit, control, evaluation: No contribution was used for these categories in 2011 
(the mid-term evaluation of the EGF, as required by Article 17(1)(a) of the EGF Regulation, was contracted 
out already in 2010; and the audits carried out in 2011 were financed from other European Commission sources) 

Total 

610 000 

483 868.24 

4.6.3. 

Irregularities reported or closed 

There were no irregularities reported to the Commission under the EGF Regulation in 2011. 
There were no irregularities closed in 2011 under the EGF Regulation. 

4.6.4.  Winding-up of financial contributions from the EGF 

Article 15(2) of the EGF Regulation lays down the procedures for winding up EGF financial 
contributions.  In  2011,  the  third  series  of  EGF  contributions  since  the  establishment  of  the 
Fund  were  wound  up.  These  were  the  five  cases  shown  below,  which  were  implemented  in 

12 

OJ L 154, 19.6.2010, p. 27. 

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18 

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the years up to 2010 (12-month implementation period from the date of application and 50 % 
co-financing from the EGF). 

Table 6 — Cases wound up in 2011 

(all amounts in EUR)

EGF/2007/005
Sardegna / Italy

EGF/2007/007
Lombardia / Italy

EGF/2008/001
Toscana / Italy

EGF/2008/005
Catalonia / Spain

Textiles

09/08/2007

Textiles

17/08/2007

Textiles

12/02/2008

Textiles

29/12/2008

EGF/2009/001
North/Centre / 
Portugal
Textiles

23/01/2009

Total for 5 cases

Date of application

Year of approval by the 
Budgetary Authority

Final Report due date

Winding up date

EGF contribution granted 
(50 % )

Certified EGF share of 
actual expenditure (50 % ) 
as stated in the Final 
Reports

Budget implementation %
Unspent funds
reimbursed to the 
Commission

2008

2008

2008

2009

2009

08/02/2009

18/08/2011

16/02/2009

31/08/2011

11/08/2009

31/08/2011

28/06/2010

25/02/2011

22/07/2010

20/01/2011

10 971 000

12 534 125

3 854 200

3 306 750

832 800

31 498 875

1 686 211

591 331

803 279

532 116

246 492

3 859 428

15.4%

4.7%

20.8%

16.1%

29.6%

 (average 12,3 % )

9 284 790

11 942 794

3 050 922

2 774 634

586 308

27 639 447

84.6%

95.3%

79.2%

83.9%

70.4%

87.7%  

The budget implementation varied from 4.7 % to 29.6 %. The total amount of unspent funds 
due to be reimbursed to the Commission for these five cases was EUR 27 639 447. 

There  are  various  reasons  why  Member  States  did  not  use  the  full  amounts  granted.  While 
Member States are encouraged to make realistic budget estimates for the coordinated package 
of personalised services, there  can  be a lack of  accurate  and  informed  planning.  A  too  high 
safety margin may have been included in the initial calculations which at the end turned out to 
be unnecessary. The number of workers wishing to participate in the proposed measures may 
have  been  overestimated  in  the  planning  phase,  some  workers  may  have  opted  for  cheaper 
measures  rather  than  more  expensive  ones  or  for  short-term  measures  rather  than  long-term 
ones, or they may have found new jobs sooner than initially estimated. Other reasons for the 
low  spending  may  have  been  delays  in  starting  up  the  measures  and  failure  to  use  the 
flexibility  of  re-allocating  amounts  of  funding  between  different  budget  items  while 
implementing the package of personalised services. 

When  comparing  the  forty  final  reports  available  up  to  July  2012  (closed  cases  and  cases 
which  are  still  being  wound  up),  it  becomes  apparent  that  Member  States  during  the  initial 
phase of the Fund (when the implementation period was of twelve months only) had problems 
spending the allocated funds within the allotted time period. The final reports received from 
the end of 2011 onwards concern cases with a longer implementation period (24 months from 
the application date) and indicate that Member States had begun to plan their budgets more 
realistically,  to  start  the  measures  earlier  and  to  rebudget  the  measures  as  necessary  in  the 
course  of  implementation.  The  overall  recovery  rate  has  therefore  been  declining  and  EGF 
funds  are  being  spent  as  planned.  The  Commission  has  been  helping  the  Member  States  by 
means of regular information and specific seminars to encourage optimal fund management. 
This  has  meant  that  the  high  recovery  rate  of  over  60  %  for  the  2007  cases  was  halved  to 
around 30 % for 2008 and there are indications that this level will be maintained for the 2009 
cases. The first final report for a case presented in 2010 shows a recovery rate of below 10 %. 

The budgeting of the measures and the forecasting of worker participation by Member States 
are  expected  to  improve  with  experience,  and  Member  States  are  already  drafting  and 

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submitting EGF applications more efficiently than during the initial years. The timing of the 
arrival  of  the  EGF  funding  in  the  locality,  the  capacities  of  the  various  coordination  and 
implementation  structures  and  the  quality  of  communication  between  the  national  and  the 
regional/local levels are also being improved. Member States are also making better use of the 
possibility  to  review  their  budgets  and  reallocate  expenditure  between  the  various  measures 
and / or implementing expenditure. At the level of EU institutions, major efforts have been, 
and are being, made to speed up the procedures for decision-making and the payment of EGF 
funds,  so  that  the  time  and  funds  provided  can  be  used  optimally.  A  specific  seminar  was 
scheduled by the Commission for Member States’ representatives in March 2012 to address 
various issues related to the timing and efficiency of Fund implementation. 

4.6.5.  Other reimbursements 

In  addition  to  the  reimbursed  amounts  shown  in  Table  6,  one  EGF  contribution  granted  in 
2010 was reimbursed to the Commission in full: EUR 382 200 for application EGF/2010/023 
(Lear), which was withdrawn by the Spanish authorities in 2011. 

4.7. 

Technical assistance activities undertaken by the Commission 

4.7.1. 

Information and publicity 

Internet site 

Article  9  of  Regulation  (EC)  No  1927/2006  calls  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  is  available  in  all  23  EU  languages,  including  Irish.  The  EGF  website 
recorded 284 181 pages consulted by 37 384 visitors in 2011. 

Promotional actions undertaken in 2011 

The Commission compiled a publication, with the help of journalists, entitled ‘EGF in Action 
—  Stories  on  opportunities  created  by  the  EGF’.  This  brochure,  available  from  the  EGF 
website, describes the impact of concrete EGF actions in five EU Member States (Germany, 
Spain,  Finland,  Lithuania  and  Portugal)  and  the  circumstances  surrounding  the  specific 
actions.  In  each  case,  individual  workers  who  had  been  made  redundant  and  subsequently 
benefited from EGF support tell their personal stories. The impressive testimonies show that 
the EGF helped these workers to improve their personal situations at a difficult time in their 
lives.  The  five  cases  were:  EGF/2007/004  FI/Perlos,  EGF/2008/003  LT/Alytaus  Tekstilė, 
EGF/2008/004  ES/  Castilla  y  León  &  Aragón,  EGF/2009/001  PT/Norte-Centro  and 
EGF/2009/002 DE/Nokia. 

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EuroBarometer 

The special edition of the EuroBarometer on ‘European employment and social policy’ (EBS 
37713) of September-October 2011 included a question on  the  EGF  which had already  been 
asked in previous EuroBarometer Surveys (October 2008 and June 2009) to monitor changes 
in 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  2011  results  show  a  slight  increase  in  awareness  of  the  Fund  as  compared  to  the  2009 
results: across the EU, 32 % of respondents had heard of the EGF, and 6 % of those stated that 
they were ‘very familiar’ with it. 68 % of those questioned replied that they had never heard 
of the EGF — this share remains high although it has improved by 2 % in comparison with 
the previous survey. 

4.7.2.  Meetings with the national authorities and EGF stakeholders 

The  seventh  and  eighth  meetings  of  the  Contact  Persons  of  the  European  Globalisation 
Adjustment  Fund,  who  are  the  EGF  representatives  in  the  Member  States,  were  held  on 
9 March  2011  and  20 October  2011  in  Brussels.  Part  of  each  meeting  was  devoted  to 
discussing the Commission’s proposal to extend the ‘crisis derogation’ beyond 30 December 
20114 and the review of the current EGF Regulation, with the Commission’s proposal for its 
continuation during the 2014 to 2020 period10. 

On  25-26 January  2011  and  on  8 March  2011,  two  Stakeholder  Conferences  were  held  in 
Brussels  to  discuss  the  future  of  the  EGF  (post-2011  and  post-2013).  These  were  financed 
from the 2010 technical assistance budget (Art. 8(1) of the EGF Regulation). 

The EGF auditors’ Seminar (funded from the 2010 technical assistance budget) took place on 
7 April 2011 in Brussels. 

4.7.3.  Design of an electronic form for applications 

Following a call for tenders, the Commission contracted the design of an electronic EGF application 
form  to  an  external  company.  The  purpose  of  the  new  form  is  to  reduce  the  time  it  takes  from  the 
moment an application is prepared by a Member State until adoption of the Proposal submitted by the 
Commission to the European Parliament and the Council. 

4.7.4. 

Second EGF Statistical Portrait 2007-2011 

Following a call for tenders, the Commission contracted the creation of the EGF’s second Statistical 
Portrait 2007-2011 to an external company. The Portrait is to be published in the first half of 2012. 

13 

http://ec.europa.eu/public_opinion/archives/ebs/ebs_377_en.pdf. 

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21 

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4.7.5.  Mid-term evaluation of the EGF 

As  required  by  Article  17(1)(a)  of  the  EGF  Regulation,  the  Commission  carried  out  a  mid-
term  evaluation  of  the  effectiveness  and  sustainability  of  the  results  obtained  by  the  EGF, 
which was contracted out to external experts. The final report of the evaluation was presented 
at the end of 2011 and is available on the EGF website (http://ec.europa.eu/egf). 

The evaluation was carried out at the level of the instrument as such, and at the level of the 
individual EGF cases and measures. The analysis of the longer-term effects of EGF support 
considered the supported individuals and the local employers and communities. Fifteen EGF 
cases  in  eight  Member  States  (Finland,  France,  Germany,  Italy,  Lithuania,  Malta,  Portugal 
and Spain) were analysed. These had been implemented according to the original rules of the 
EGF (which applied from 2007 to the end of April 2009), i.e. threshold of 1 000 redundancies, 
12 months of implementation, co-financing rate of 50 %. The 15 evaluated cases are those for 
which the final reports were submitted by Member States from 2008 to 2010 and which were 
wound up subsequently14: 

14 

Not counting the case EGF/2007/002 FR/Renault which was withdrawn in 2009. 

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No 
EGF/2007/001 
EGF/2007/003 
EGF/2007/004 
EGF/2007/005 
EGF/2007/006 
EGF/2007/007 
EGF/2007/008 
EGF/2007/010 
EGF/2008/001 
EGF/2008/002 
EGF/2008/003 
EGF/2008/004 
EGF/2008/005 
EGF/2009/001 
EGF/2009/002 

MS  Case 
FR  Peugeot 
DE  BenQ 
Perlos 
FI 
Sardegna 
IT 
Piemonte 
IT 
Lombardia 
IT 
MT  Textiles 
PT  Lisboa-Alentejo 
IT 
Toscana 
ES  Delphi 
LT  Alytaus tekstilė  
ES  Castilla Leon 
ES  Catalonia 
PT  North/Centre 
DE  Nokia 

Year wound up 

2009 
2009 
2009 
2011 
2010 
2011 
2009 
2010 
2011 
2010 
2010 
2010 
2011 
2011 
2010 

The findings of the mid-term evaluation are positive as evidence gathered shows that the EGF 
adds value to the actions of the Member States. After twelve months of EGF support, 42 % of 
the  targeted  workers  had  found  new  jobs,  with  re-integration  rates  increasing  further  in  the 
medium  term.  This  is  a  particularly  good  outcome  considering  that  many  of  the  workers 
supported are amongst the harder-to-help jobseekers. The EGF helped the Public Employment 
Services  in  the  Member  States  to  deal  with  crisis  situations  caused  by  sudden  large-scale 
redundancies,  complementing  existing  national  efforts  as  well  as  assistance  from  the 
European  Social  Fund  (ESF).  This  was  even  more  important  since  most  of  the  EGF  cases 
related  to  mass  redundancies  in  regions  and  localities  which  are  already  disadvantaged  — 
compared to the respective national average — in terms of unemployment, job opportunities 
and economic dynamism. The EGF allows Member States to offer more personalised support 
to a larger number of workers, over a longer period than in their standard schemes and better 
tailored  to  each  individual  worker’s  profile  and  needs.  Through  specifically  directed 
measures,  job  opportunities  offered  by  the  local  labour  markets  can  be  matched  with  the 
profiles of the redundant workers receiving EGF assistance. EGF implementation also fosters 
good communication between national, regional and local bodies in Member States. 

5. 

TRENDS 

With  the  increasing  number  of  EGF  cases,  more  data  are  available  to  identify  trends  in 
applications  and  to  gain  an  overview  of  the  direction  of  the  Fund’s  activities.  The  data 
contained in the graphs below and in the Annex relate to the 97 applications in 32 economic 
sectors  received  from  January  2007  to  December  2011.  More  detailed  figures  will  be 
presented in the second Statistical Portrait of the EGF, 2007-2011, which is to be published in 
the first half of 2012. 

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23 

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Graph 1: Number of applications received, 2007-2011 

2007  2008 

2009 

2010 

2011 

Total 

crisis-related 

------- 

------ 

23 

23 

20 

trade-related 

Total 

8 

8 

5 

5 

6 

6 

6 

29 

29 

26 

66 

31 

97 

% of total 

8.2 % 

5.2 % 

29.9 % 

29.9 % 

26.8 % 

100.0 % 

The 2009 amendment of the EGF Regulation with its temporary and permanent modifications 
had  a  visible  impact  on  the  number  of  applications  received  by  the  European  Commission, 
showing  a  significant  increase  in  applications  from  May  2009  onwards.  Over  the  whole 
period 2007-2011, there were 31 trade-related applications and 66 crisis-related applications. 
About 80 % of the applications received since May 2009 (when the amended EGF Regulation 
became applicable) were related to the global financial and economic crisis. 

As  shown  in  Annex  2,  the  Netherlands  and  Spain  are  the  Member  States  which  have 
submitted  the  highest  number  of  applications  for  EGF  funding  (16  applications  each), 
followed by Italy (12 applications) and Denmark (8 applications). Seven Member States had 
not  yet  applied  for  EGF  support  by  31.12.2011:  Estonia,  Cyprus,  Latvia,  Luxembourg, 
Hungary, Slovakia and the United Kingdom. 

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24 

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Graph 2: EGF amounts requested per Member State, 2007-2011 

EUR million 

Over the whole period 2007-2011, a total amount of EUR 414.9 million was requested from 
the EGF by 20 Member States. Italy has requested the highest amount of co-funding from the 
EGF 
(EUR 60.6 
million/6 applications)  and  Denmark  (EUR 49.9  million/8  applications).  Amounts  not  yet 
approved are indicative, as they may still change during the assessment phase. 

66.2  million/12 

applications) 

followed 

Ireland 

(EUR 

by 

Graph 3: Number of targeted workers per Member State, 2007-2011 

Italy  is  the  Member  State  that  has  requested  EGF  assistance  for  the  greatest  number  of 
dismissed  workers  (13 910/12  applications),  followed  by  Spain  (12 806/16  applications)  and 
Ireland (9 835/6 applications). In 11 other countries, the number ranges from just over 8 000 in 
Germany to just over 1 400 in Romania. In each of the remaining six Member States which 
submitted applications, the number of workers involved was less than 1 000. 

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Graph 4: Number of applications by sector (NACE Rev. 2), 2007-2011 

Over  the  2007-2011  period,  the  EGF  received  applications  from  a  total  of  32  sectors  of 
activity  (see  Annex  1).  The  majority  of  these  involved  manufacturing  industries,  but  also 
included  construction  and  services.  Four  manufacturing  sectors  were  responsible  for  the 
largest  number  of  applications:  the  automotive  industry  (14  applications  or  14.4 %  of  the 
total), followed by textiles (10 applications or 10.3 % of the total), the printing industry, and 
the machinery and equipment sector (9 and 8 applications respectively or 8-9 % each). Around 
10 %  (10  applications)  came  from  the  construction  industry  broadly  defined,  covering  the 
construction of buildings, specialised construction activities and architectural and engineering 
activities  (this  would  go  up  to  14  applications  or  around  14 %  if  ancillary  sectors  such  as 
carpentry/joinery and ceramics were also included). For almost half of the sectors, the EGF 
received one single application. 

EN 

26 

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Graph 5: Number of targeted workers per sector (NACE Rev. 2), 2007-2011 

The  sectors  concerned  are  first  and  foremost  the  automotive  sector,  with  more  than  19 000 
workers targeted (21.7 % of the total in the submitted applications), followed by textiles (more 
than  11 000  targeted  workers  or  12.6 %  of  the  total  in  the  submitted  applications)  and  the 
building  construction  sector  (almost  7 000  targeted  workers  or  7.8 %  of  the  total  in  the 
submitted applications). 

EN 

27 

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Graph 6: Average EGF amount requested per targeted worker by Member State, 2007-2011 

EUR 

Average 

Graph  6  illustrates  the  average  EGF  support  per  targeted  worker.  EGF  support  per  targeted 
worker  was  largest  in  Austria  and  Denmark  at  around  EUR 15 000  and  EUR  10 000, 
respectively.  By  contrast,  in  Lithuania,  Slovenia  and  the  Czech  Republic,  the  support 
requested was less than EUR 1 000 per worker. 

6. 

CONCLUSION 

The  trends  evident  so  far  show  that  EGF  applications  have  been  presented  in  a  growing 
number  of  sectors,  and  by  an  increasing  number  of  Member  States.  Member  States  have 
furthermore  gained  experience  in  selecting  the  most  suitable  measures,  programming  their 
assistance  to  redundant  workers  in  an  efficient  manner,  and  making  use  of  the  EGF  to  test 
new approaches. They are also increasingly using the possibility to re-allocate funds between 
measures during project implementation in order to make full use of the available funds. 

The fact that the EGF’s temporary ‘crisis derogation’ has not been extended beyond the end 
of 2011 (failure to achieve a qualified majority in the Council as eight countries voted against) 
has limited the possibilities for EU assistance to workers who are still greatly affected by the 
economic and financial crisis. 

From  2012  until  the  end  of  the  current  programming  period  (end  of  2013),  the  permanent 
changes in the amended Regulation (threshold reduced to 500 redundancies, implementation 
period increased to 24 months from the date of application) will continue to apply, facilitating 
applications from Member States related to redundancies as a consequence of major structural 
changes  in  world  trade  patterns.  If  the  full  potential  of  the  EGF  is  developed,  in 
complementarity  with  other  available  instruments  and  in  consultation  with  the  major 
stakeholders, dismissed workers who are eligible for EGF support can be helped in a tailor-
made and personalised manner, thereby improving their opportunities in the labour market in 
the medium and longer term as markets gradually recover from the crisis. 

EN 

28 

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ANNEX  1  —  EGF  APPLICATIONS  BY  CLASSIFICATION  OF  ECONOMIC  ACTIVITIES  UP  TO 

31 DECEMBER 2011 (97 APPLICATIONS) 

MS Case 

Sardegna 
Piemonte 

MS Case 
IT 
IT 
IT  Lombardia 
IT  Toscana 

Automotive (NACE: Manufacture of motor vehicles, trailers and semi-trailers, division 29) 
No 
EGF/2007/001  FR  Peugeot 
EGF/2007/010  PT  Lisboa-Alentejo 
EGF/2008/002  ES  Delphi 
EGF/2008/004  ES  Castilla Leon 
EGF/2009/007  SE  Volvo 
EGF/2009/009  AT  Steiermark 
EGF/2009/013  DE  Karmann 
EGF/2009/019  FR  Renault 
EGF/2010/002  ES  Cataluña 
EGF/2010/004  PL  Wielkopolskie  
EGF/2010/015  FR  Peugeot 
EGF/2010/031  BE  General Motors Belgium 
EGF/2011/003  DE  Arnsberg-Düsseldorf 
EGF/2011/005  PT  Norte-Centro 
Textiles (NACE: Manufacture of textiles, division 13) 
No 
EGF/2007/005 
EGF/2007/006 
EGF/2007/007 
EGF/2008/001 
EGF/2008/003  LT  Alytaus tekstilė  
EGF/2008/005  ES  Catalonia 
EGF/2009/001  PT  North/Centre 
EGF/2009/004  BE  Oost-West Vlaanderen 
EGF/2009/005  BE  Limburg 
EGF/2010/009  ES  Valencia 
Wearing apparel (NACE: Manufacture of wearing apparel, division 14) 
No 
EGF/2007/008  MT Textiles 
EGF/2009/018  LT  Wearing apparel 
EGF/2010/003  ES  Galicia 
EGF/2010/014  SI  Mura 
Printing industry (NACE: Printing and reproduction of recorded media, division 18) 
No 
EGF/2009/026  NL  Noord Holland and Utrecht 
EGF/2009/027  NL  Noord Brabant and Zuid Holland 
EGF/2009/028  NL  Limburg 
EGF/2009/029  NL  Gelderland and Overijssel 
EGF/2009/030  NL  Drenthe 
EGF/2010/027  NL  N Brabant Div 18 
EGF/2010/028  NL  Overijssel Div 18 
EGF/2010/029  NL  Z Holland/Utrecht Div 18 
EGF/2010/030  NL  N Holland/Flevoland Div 18 

MS Case 

MS Case 

EN 

29 

   EN 

 
MS Case 

MS Case 

MS Case 
IE  Construction 43 

IE  Construction 41 
IT  Trentino Alto Adige 

Machinery and equipment (NACE: Manufacture of machinery and equipment n.e.c., 
division 28) 
No 
EGF/2009/015  DK  Danfoss Group 
EGF/2009/031  DK  Linak 
EGF/2010/001  DK  Nordjylland  
EGF/2010/006  PL  H.Cegielski-Poznań  
EGF/2010/013  PL  Podkarpackie  
EGF/2010/017  DK  Midtjylland machinery 
EGF/2010/018  DE  Heidelberger Druckmaschinen  
EGF/2010/022  DK  LM Glasfiber  
Construction of buildings (NACE: Construction of buildings, division 41) 
No 
EGF/2009/011  NL  Heijmans 
EGF/2009/017  LT  Construction 
EGF/2010/019 
EGF/2011/002 
EGF/2011/006  ES  Valencia 
EGF/2011/009  NL  Gelderland 
EGF/2011/017  ES  Aragon 
Specialised construction activities (NACE: Specialised construction activities, division 43) 
No 
EGF/2010/020 
EGF/2011/012  NL  Noord Brabant-Zuid Holland 
Architectural and engineering activities (NACE: Architectural and engineering activities; 
technical testing and analysis, division 71) 
MS Case 
No 
EGF/2010/021 
IE  Construction 71 
Electronic equipment (NACE: Manufacture of computer, electronic and optical products, 
division 26) 
No 
EGF/2009/023  PT  Qimonda  
EGF/2010/008  AT  AT&S  
EGF/2010/011  NL  NXP Semiconductors 
EGF/2011/013  DK  Flextronics 
EGF/2011/025 
IT  Lombardia 
Mobile phones (NACE: Manufacture of computer, electronic and optical products,  
division 26) 
No 
MS Case 
EGF/2007/003  DE  BenQ 
EGF/2007/004  FI 
Perlos 
EGF/2009/002  DE  Nokia 
EGF/2011/014  RO  Nokia 
Computers (NACE: Manufacture of computer, electronic and optical products, division 
26) 
No 
EGF/2009/008 

MS Case 
IE  Dell 

MS Case 

EN 

30 

   EN 

 
 
MS Case 

MS Case 

MS Case 

IT  Antonio Merloni 

MS Case 
IT  Gruppo Merloni  

Basic metals (NACE: Manufacture of basic metals, division 24)  
No 
EGF/2009/022  BG  Kremikovtsi AD (not eligible) 
EGF/2010/007  AT  Steiermark-Niederösterreich 
EGF/2011/021  NL  Zalco 
Domestic appliances ( NACE: Manufacture of electrical equipment, division 27) 
No 
EGF/2009/006 
EGF/2009/010  LT  AB Snaige  
EGF/2011/023 
Retail trade (NACE: Retail trade, except of motor vehicles and motorcycles, division 47) 
No 
EGF/2010/010  CZ  Unilever 
EGF/2010/016  ES  Aragon 
EGF/2011/004  EL  Aldi Hellas 
Carpentry and joinery (NACE: Manufacture of wood and product of wood and cork, 
except furniture, division 16) 
No 
EGF/2009/020  ES  Castilla La Mancha 
EGF/2011/022  ES  Castilla y León-Castilla-La Mancha 
Shipbuilding (NACE: Manufacture of other transport equipment, division 30) 
MS Case 
No 
EGF/2010/025  DK  Odense Steel Shipyard 
EGF/2011/008  DK  Odense Steel Shipyard 
Motorcycles (NACE: Manufacture of other transport equipment, division 30) 
No 
EGF/2011/026 
Metalworking industry (NACE: Manufacture of fabricated metal products, except 
machinery and equipment, division 25) 
No 
EGF/2011/018  ES  País Vasco 
EGF/2011/019  ES  Galicia 
Shoe manufacture (NACE: Manufacture of leather and related products, division 15) 
No 
EGF/2010/026  PT  Rohde 
EGF/2011/020  ES  Valencia 
Wholesale trade (NACE: Wholesale trade, division 46) 
No 
MS Case 
EGF/2010/012  NL  Noord Holland ICT  
Aircraft maintenance (NACE: Repair and installation of machinery and equipment, 
division 33) 
No 
EGF/2009/021 
Publishing (NACE: Publishing activities, division 58) 
No 
EGF/2009/024  NL  Noord Holland and Zuid Holland 
Furniture (NACE: Manufacture of furniture, division 31) 
No 
EGF/2009/016  LT  Furniture 

MS Case 
IT  Emilia Romagna 

MS Case 
IE 

SR Technics 

MS Case 

MS Case 

MS Case 

MS Case 

EN 

31 

   EN 

 
MS Case 

MS Case 

MS Case 

IT  Lazio 

MS Case 
IE  Waterford Crystal 

Ceramics (NACE: Manufacture of other non-metallic mineral products, division 23) 
No 
EGF/2009/014  ES  Valencia 
EGF/2011/007 
Crystal glass (NACE: Manufacture of other non-metallic mineral products, division 23) 
No 
EGF/2009/012 
Stone/Marble (NACE: Manufacture of other non-metallic mineral products, division 23) 
No 
EGF/2010/005  ES  Valencia 
Road transport (NACE: Land transport and transport via pipelines, division 49) 
No 
EGF/2011/001  AT  Nieder- und Oberösterreich 
Tobacco products (NACE: Manufacture of tobacco products, division 12) 
No 
EGF/2011/010  AT  Austria Tabak 
Social work activities (NACE: Social work activities without accommodation, division 88) 
No 
MS Case 
EGF/2011/011  AT  Soziale Dienstleistungen 
Pharmaceuticals (NACE: Manufacture of basic pharmaceutical products and 
pharmaceutical preparations, division 21) 
MS Case 
No 
EGF/2011/015  SE  AstraZeneca 
ICT services (NACE: Computer programming, consultancy and related activities, 
division 62) 
MS Case 
No 
EGF/2011/016  ES  Agile 
Warehousing and storage (NACE: Warehousing and support activities for transportation, 
division 52) 
No 
EGF/2011/24 

MS Case 
IT  Medcenter 

MS Case 

total number of applications: 97 total number of industrial sectors: 32 

in the above list, the following eight NACE sub-sectors are counted as separate sectors: 
computer, mobile phones, electronic equipment (Nace 26) 
shipbuilding, motorcycles (Nace 30) 
ceramics, crystal glass, stone/marble (Nace 23) 

*) the following six cases were withdrawn by the Member States (as at 31/12/2011) and are not 
included in the list: 

Renault 
Delphi 

EGF/2007/002  FR 
EGF/2007/009  ES 
EGF/2009/003  AT  Magna Steyr 
EGF/2009/025  NL 
EGF/2010/023  ES 
EGF/2010/024  NL 

Noord Brabant 
Lear 
ABN Amrobank 

(withdrawn in July 2009) 
(withdrawn in 2007) 
(withdrawn in 2009) 
(withdrawn in April 2010) 
(withdrawn in July 2011) 
(withdrawn in March 2011) 

EN 

32 

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ANNEX 2 — OVERVIEW OF EGF APPLICATIONS UP TO 31 DECEMBER 2011 BY MEMBER STATE 

AND APPLICATION TYPE (ARTICLE 1 CRITERIA) 

Member 
State

Art.1

2007

2008

2009

2010

2011

BE

BG

CZ

DK

DE

IE

EL

ES

FR

IT

LT

MT

NL

AT

PL

PT

RO

SI

FI

SE

Total
20 MS

crisis
trade
crisis
trade
crisis

trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade
crisis
trade

1

1

3

1

1

1

0
8

2
1

2

2
3

2

1

1
4

7

1

1
1

1

1

2
2
1

3

3
2
1

5
1
1
1
3

1

1

1
1
1

1

5
1

6
1

3

2
1

1

1

1

23
6

1
20
6

23
6

3

1

1

0
5

Number of 
applications
1
2
1

3

1

1

5
3
2
3
6

1

1
6
2
1
6
6
4
1

1
15
1
4
2
3

3
2

1
1

1
1
1
66
31

1

8

5

6

1

16

3

12

5

1

16

6

3

5

1

1

1

2

97

Workers targeted

Requested 
EGF contribution

2 834
2 199
643
0

460
0
3 600
1 303
1 959
6 412
9 835
0
642
0
7 803
5 003
5 671
267
4 866
9 044
2 413
600
0
675
7 586
512
1 608
394
979
0
2 245
2 122
0
1 416
2 554
0
0
915
1 500
700
57 198
31 562

5 033

643

460

4 903

8 371

9 835

642

12 806

5 938

13 910

3 013

675

8 098

2 002

979

4 367

1 416

2 554

915

2 200

88 760

9.6
9.2
1.1
0.0

0.3
0.0
38.3
11.6
12.7
24.5
60.6
0.0
2.9
0.0
21.7
22.0
36.4
2.6
17.7
48.5
2.6
0.3
0.0
0.7
28.0
1.8
24.5
5.9
1.2
0.0
5.4
3.3
0.0
3.2
2.2
0.0
0.0
2.0
9.8
4.3
275.0
139.9

18.8

1.1

0.3

49.9

37.2

60.6

2.9

43.7

39.0

66.2

2.9

0.7

29.9

30.4

1.2

8.6

3.2

2.2

2.0

14.2

414.9

1) 
2) 

3) 

4) 
5) 

The table reflects modifications on 31.12.2011. 
A  temporary  derogation  extending  the  scope  of  the  EGF  to  the  global  financial  and  economic  crisis  and 
increasing the EGF co-financing to 65 % of total costs applied to all applications received from 1 May 2009 
up to 30 December 2011 (Regulation (EC) No 546/2009 amending Regulation (EC) No 1927/2006 (OJ L 
167, 29.06.2009). 
One of the submitted applications (EGF/2009/022 BG/Kremikovtsi) was non-eligible (SEC(2010) 993 final 
of 30.8.2010). 
Six cases withdrawn by the applicant Member States are not included in the statistics. 
Seven  Member  States  had  not  yet  applied  for  EGF  support  by  31.12.2011:  Estonia,  Cyprus,  Latvia, 
Luxembourg, Hungary, Slovakia and the United Kingdom. 

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