HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN"L 347/50
EN
Official Journal of the European Union
20.12.2013
REGULATION (EU) No 1288/2013 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL
of 11 December 2013
establishing 'Erasmus+': the Union programme for education, training, youth and sport and
repealing Decisions No 1719/2006/EC, No 1720/2006/EC and No 1298/2008/EC
(Text with EEA relevance)
THE EUROPEAN PARLIAMENT AND THE COUNCIL OF THE
(EC) No 1905/2006 of the European Parliament and of
EUROPEAN UNION,
the Council
( 7 ), and the Tempus and Edulink
programmes, in order to ensure greater efficiency, a
stronger strategic focus and synergies to be exploited
Having regard to the Treaty on the Functioning of the European
between the various aspects of the single programme.
Union, and in particular Articles 165(4) and 166(4) thereof,
In addition, sport is proposed as part of that single
programme (the 'Programme').
Having regard to the proposal from the European Commission,
After transmission of the draft legislative act to the national
(2) The
interim
evaluation
reports
of
the
existing
Lifelong
parliaments,
Learning, Youth in Action and Erasmus Mundus
programmes and the public consultation on the future
of Union action in education, training and youth, as well
Having regard to the opinion of the European Economic and
as in higher education, revealed a strong and in some
Social Committee ( 1 ),
respects growing need for continuing cooperation and
mobility in those fields at European level. The evaluation
Having regard to the opinion of the Committee of the
reports emphasised the importance of creating closer
Regions (
links between Union programmes and policy devel

2 ),
opments in education, training and youth, expressed
the wish that Union action should be structured in
Acting in accordance with the ordinary legislative procedure (
such a way as to respond better to the lifelong

3 ),
learning paradigm, and pressed for a simpler, more
user-friendly and more flexible approach to imple
Whereas:
menting such action and the end of the fragmentation
of international higher education cooperation
programmes.
(1) The
Commission's
communication
of
29
June
2011
entitled 'A Budget for Europe 2020' calls for a single
programme in the field of education, training, youth
and sport, including the international aspects of higher
education, bringing together the action programme in
(3) The
Programme
should
focus
on
the
accessibility
of
the field of lifelong learning ('Lifelong Learning') estab
funding and the transparency of administrative and
lished by Decision No 1720/2006/EC of the European
financial procedures, including through the use of
Parliament and of the Council (
information and communication technologies (ICTs)

4 ), the Youth in Action
programme ('Youth in Action') established by Decision
and digitisation. Streamlining and simplifying the organi
No 1719/2006/EC of the European Parliament and of the
sation and management, and a sustained focus on
Council (
reducing administrative expenditure, are also vital to

5 ), the Erasmus Mundus action programme
('Erasmus Mundus') established by Decision No 1298/
the success of the Programme.
2008/EC of the European Parliament and of the Coun
cil ( 6 ), the ALFA III programme established by Regulation
(4) The
public
consultation
on
the
Union's
strategic
choices
( 1 ) OJ C 181, 21.6.2012, p. 154.
( 2 ) OJ C 225, 27.7.2012, p. 200.
for the implementation of the new Union competence in
( 3 ) Position of the European Parliament of 19 November 2013 (not yet
the field of sport and the Commission's evaluation report
published in the Official Journal) and decision of the Council of
on preparatory actions in the field of sport provided
3 December 2013.
useful indications regarding priority areas for Union
( 4 ) Decision No 1720/2006/EC of the European Parliament and of the
action, and illustrated the added value that the Union
Council of 15 November 2006 establishing an action programme in
can bring in supporting activities aimed at generating,
the field of lifelong learning (OJ L 327, 24.11.2006, p. 45).
( 5 ) Decision No 1719/2006/EC of the European Parliament and of the
sharing and spreading experiences and knowledge
Council of 15 November 2006 establishing the Youth in Action
about different issues affecting sport at the European
programme for the period 2007 to 2013 (OJ L 327, 24.11.2006,
level, provided that they are focused in particular at
p. 30).
grassroots level.
( 6 ) Decision No 1298/2008/EC of the European Parliament and of the
Council of 16 December 2008 establishing the Erasmus Mundus
2009-2013 action programme for the enhancement of quality in
( 7 ) Regulation (EC) No 1905/2006 of the European Parliament and of
higher education and the promotion of intercultural understanding
the Council of 18 December 2006 establishing a financing
through cooperation with third countries (OJ L 340, 19.12.2008,
instrument for development cooperation (OJ L 378, 27.12.2006,
p. 83).
p. 41).

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EN
20.12.2013 Official
Journal
of
the
European
Union L
347/51
(5) The
Europe
2020
strategy
for
smart,
sustainable
and (9) In
its
resolution
of
27
November
2009
on
a
renewed
inclusive growth defines the Union's growth strategy
framework for European cooperation in the youth field
for the coming decade to support such growth, setting
(2010-2018), the Council emphasised the need to
five ambitious objectives to be reached by 2020,
consider all young people as a resource in society and
particularly in the field of education, where the aim is
sought to facilitate their participation in the development
to reduce early school-leaving rates to a level below 10 %
of policies affecting them by means of a continuous
and to enable at least 40 % of 30-34 year-olds to have
structured dialogue between decision-makers and young
completed tertiary or equivalent education. This also
people and youth organisations at all levels.
includes its flagship initiatives, in particular Youth on
the Move and the Agenda for New Skills and Jobs.
(10) Bringing formal, non-formal and informal learning
together in a single programme should create synergies
and foster cross-sectoral cooperation across the various
(6) In
its
conclusions
of
12
May
2009,
the
Council
called
for
education, training and youth sectors. During the imple
a strategic framework for European cooperation in
mentation of the Programme, the specific needs of the
education and training (ET 2020), setting up four
various sectors and, where appropriate, the role of local
strategic objectives with a view to responding to the
and regional authorities should be duly taken into
challenges that remain in creating a knowledge-based
account.
Europe and making lifelong learning a reality for all.
(11) To
support
mobility,
equity
and
study
excellence,
the
(7) Pursuant
to
Articles
8
and
10
of
the
Treaty
on
the
Union should establish, on a pilot basis, a Student
Functioning of the European Union (TFEU), as well as
Loan Guarantee Facility to enable students, regardless of
Articles 21 and 23 of the Charter of Fundamental Rights
their social background, to take their Master's degree in
of the European Union, the Programme promotes inter
another country to which participation in the Programme
alia equality between men and women and measures to
is open (the 'Programme country'). The Student Loan
combat discrimination based on sex, racial or ethnic
Guarantee Facility should be available to financial insti
origin, religion or belief, disability, age or sexual orien
tutions which agree to offer loans for Master's studies in
tation. There is a need to widen access for members of
other Programme countries on favourable terms for
disadvantaged and vulnerable groups and actively to
students. This additional and innovative tool for
address the special learning needs of people with
learning mobility should neither replace any current,
disabilities in the implementation of the Programme.
nor impede the development of any future, grant or
loan system supporting student mobility at local,
national or Union level. The Student Loan Guarantee
Facility should be subject to close monitoring and evalu
ation, in particular concerning its market uptake in
different countries. In accordance with Article 21(2)
and (3), a mid-term evaluation report should be
(8) The
Programme
should
include
a
strong
international
submitted to the European Parliament and to the
dimension, particularly as regards higher education, in
Council no later than the end of 2017, with a view to
order not only to enhance the quality of European
obtaining political guidance on the continuation of the
higher education in pursuit of the broader ET 2020
Student Loan Guarantee Facility.
objectives and the attractiveness of the Union as a
study destination, but also to promote understanding
between people and to contribute to the sustainable
development of higher education in partner countries,
as well as their broader socio-economic development,
inter alia by stimulating ″brain circulation″ through
(12) Member
States
should
endeavour
to
adopt
all
appropriate
mobility actions with partner-country nationals. To that
measures to remove legal and administrative obstacles to
end, funding should be made available from the Devel
the proper functioning of the Programme. This includes
opment Cooperation Instrument (DCI), the European
resolving, where possible, administrative issues that create
Neighbourhood Instrument (ENI), the Instrument for
difficulties in obtaining visas and residency permits. In
Pre-accession Assistance (IPA) and the Partnership
line with Council Directive 2004/114/EC ( 1 ), Member
Instrument for cooperation with third countries (PI).
States are encouraged to establish fast-track admission
Funds might also be made available from the European
procedures.
Development Fund (EDF) in accordance with the
procedures governing it. The provisions of this Regu
lation should apply to the use of those funds, while
( 1 ) Council Directive 2004/114/EC of 13 December 2004 on the
conditions of admission of third-country nationals for the
ensuring conformity with the respective Regulations
purposes of studies, pupil exchange, unremunerated training or
establishing those instruments and that fund.
voluntary service (OJ L 375, 23.12.2004, p. 12).

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L 347/52
EN
Official Journal of the European Union
20.12.2013
(13) The Commission's communication of 20 September
in basic skills, and improving participation and quality
2011 entitled 'Supporting growth and jobs – an agenda
in early childhood education and care, should be
for the modernisation of Europe's higher education
prioritised along with targets reinforcing the professional
systems' sets out a framework within which the Union,
competences of school teachers and school leaders, and
Member States and higher education institutions can
improving the educational opportunities for children
cooperate to boost the number of graduates, to
with a migrant background and those at a socio-
improve the quality of education and to maximise the
economic disadvantage.
contribution that higher education and research can
make to helping Member States' economies and
societies emerge stronger from the global economic
crisis.
(18) The renewed European Agenda for Adult Learning
included in the Council's resolution of 28 November
2011 aims at enabling all adults to develop and
enhance their skills and competences throughout their
(14) In
order
to
better
address
youth
unemployment
in
the
lives. Particular attention should be paid to improving
Union, particular attention should be paid to trans
learning opportunities for the high number of low-
national cooperation between higher and vocational
skilled Europeans, in particular by improving literacy
education institutions and businesses, with a view to
and numeracy and by promoting flexible learning
improving students' employability and developing entre
pathways and second-chance measures.
preneurial skills.
(19) The
action
of
the
European
Youth
Forum,
the
National
Academic Recognition Information Centres (NARIC), the
(15) The Bologna Declaration, signed by the Education
Eurydice, Euroguidance and Eurodesk networks, the
Ministers of 29 European countries on 19 June 1999,
eTwinning National Support Services, the National
established an intergovernmental process aimed at
Europass Centres, and the National Information Offices
creating a European area of higher education, which
in the neighbourhood countries is essential in order to
requires continuous support at Union level.
achieve the objectives of the Programme, in particular by
providing the Commission with regular, updated
information regarding their various fields of activity
and through the dissemination of the Programme
results in the Union and in the partner countries.
(16) The
crucial
role
played
by
vocational
education
and
training (VET) in helping to achieve a number of
targets set out in the Europe 2020 strategy is widely
acknowledged and defined in the renewed Copenhagen
process (2011-2020), taking into account, in particular,
(20) Cooperation
under
the
Programme
with
international
its potential in addressing Europe's high level of
organisations in the field of education, training, youth
unemployment, especially youth unemployment and
and sport, in particular with the Council of Europe,
long-term unemployment, promoting a culture of
should be strengthened.
lifelong learning, countering social exclusion and
promoting active citizenship. Quality traineeships and
apprenticeships, including those in micro-enterprises
and small and medium-sized enterprises, are needed in
(21) In order to contribute to the development of excellence
order to bridge the gap between the knowledge acquired
in European integration studies worldwide, and to
through education and training and the skills and
respond to the increasing need for knowledge of, and
competences required in the world of work, as well as
dialogue on, the European integration process and its
to enhance the employability of young people.
development, it is important to stimulate excellence in
teaching, research and reflection in this area by
supporting academic institutions, associations active in
the field of European integration and associations
pursuing an aim of European interest, through the Jean
(17) It is necessary to strengthen the intensity and extent of
Monnet Action.
European cooperation between schools, and of the
mobility of school staff and learners, in order to
address the priorities set out in the Agenda for
European Cooperation on Schools for the 21st century,
namely to improve the quality of school education in the
(22) Cooperation
under
the
Programme
with
civil
society
Union in the fields of competence development and in
organisations in the fields of education, training, youth
order to improve equity and inclusion within school
and sport, at national and Union level is of great
systems and institutions, as well as to reinforce and
importance in order to create a broad sense of
provide support for the teaching profession and school
ownership in relation to lifelong learning strategies and
leadership. In this context, the strategic targets on
policies and to take into consideration stakeholders' ideas
reducing early school leaving, improving performance
and concerns at all levels.

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EN
20.12.2013 Official
Journal
of
the
European
Union L
347/53
(23) The
Commission's
communication
of
18
January
2011
Council of 18 June 2009 ( 5 ) and the European Credit
entitled 'Developing the European Dimension in Sport'
Transfer and Accumulation System (ECTS).
sets out the Commission's ideas for action at Union level
in the field of sport following the entry into force of the
Treaty of Lisbon, and proposes a list of concrete actions
to be taken by the Commission and Member States in
order to increase sport's European identity in three broad
(27) In
order
to
ensure
greater
efficiency
in
communication
to
chapters: the societal role of sport, the economic
the public at large and stronger synergies between the
dimension of sport and the organisation of sport. It is
communication activities undertaken at the initiative of
also necessary to take into account the added value of
the Commission, the resources allocated to communi
sport, including indigenous sport, and its contribution to
cation under this Regulation should also contribute to
the Union's cultural and historical heritage.
covering the corporate communication of the political

priorities of the Union, provided that these are related
to the general objective of this Regulation.
(24) There
is
a
need
to
focus
in
particular
on
grassroots
sport
and volunteering in sport, on account of the important
role that they play in promoting social inclusion, equal
(28) It
is
necessary
to
ensure
the
European
added
value
of
all
opportunities and health-enhancing physical activity.
actions carried out within the framework of the

Programme, and their complementarity with activities
undertaken by the Member States in compliance with
Article 167(4) of the TFEU and with other activities, in
particular those in the fields of culture and the media,
(25) Improved
transparency
and
recognition
of
qualifications
employment, research and innovation, industry and
and competences and extended acceptance of Union
enterprise, cohesion and development policy, as well as
transparency and recognition tools should contribute to
enlargement policy and initiatives, instruments and
the development of quality education and training, and
strategies in the field of regional policy and external
facilitate mobility for both lifelong learning and occupa
relations.
tional purposes throughout Europe, between countries as
well as across sectors. Opening up access to methods,
practices and technologies used in other countries will
help to improve employability.
(29) The
Programme is designed to have
a positive
and
sustainable impact on education, training, youth and
sport policies and practices. That systemic impact
should be achieved through the various actions and
(26) To that end, it is recommended that extended use be
activities envisaged in the Programme, which aim at
made of the single Union framework for the trans
fostering changes at institutional level and which lead,
parency of qualifications and competences (Europass)
where appropriate, to innovation at system level. Indi
established by Decision No
2241/2004/EC of the
vidual projects for which financial support is sought
European Parliament and of the Council
( 1 ), the
from the Programme are not required to have any
European Quality Assurance Register for Higher
systemic impact as such. It is the cumulative result of
Education (EQAR) and the European Association for
those projects that should contribute to the attainment of
Quality Assurance in Higher Education (ENQA) estab
systemic impact.
lished pursuant to Recommendation 2006/143/EC of
the European Parliament and of the Council ( 2 ), the
European Qualifications Framework (EQF) established
pursuant to the Recommendation of the European
(30) Effective
performance
management,
including
evaluation
Parliament and of the Council of 23 April 2008 ( 3 ), the
and monitoring, requires the development of specific,
European Credit System for Vocational Education and
measurable and realistic performance indicators which
Training (ECVET) established pursuant to the Recommen
can be measured over time and which reflect the logic
dation of the European Parliament and of the Council of
of the intervention.
18 June 2009 ( 4 ), the European Quality Assurance
Reference Framework for Vocational Education and
Training (EQAVET) established pursuant to the Recom
mendation of the European Parliament and of the
(31) The
Commission
and
the
Member
States
should
optimise
the use of ICTs and new technologies in order to
( 1 ) Decision No 2241/2004/EC of the European Parliament and of the
Council of 15 December 2004 on a single Community framework
facilitate access to actions relating to education,
for the transparency of qualifications and competences (Europass)
training, youth and sport. This could include virtual
(OJ L 390, 31.12.2004, p. 6).
mobility, which should complement, but not replace,
( 2 ) Recommendation 2006/143/EC of the European Parliament and of
learning mobility.
the Council of 15 February 2006 on further European cooperation
in quality assurance in higher education (OJ L 64, 4.3.2006, p. 60).
( 3 ) Recommendation of the European Parliament and of the Council of
( 5 ) Recommendation of the European Parliament and of the Council of
23 April 2008 on the establishment of the European Qualifications
18 June 2009 on the establishment of a European Quality Assurance
Framework for lifelong learning (OJ C 111, 6.5.2008, p. 1).
Reference Framework for Vocational Education and Training (OJ C
( 4 ) Recommendation of the European Parliament and of the Council of
155, 8.7.2009, p. 1).

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L 347/54
EN
Official Journal of the European Union
20.12.2013
(32) This
Regulation
lays
down
a
financial
envelope
for
the
investigation of irregularities, the recovery of funds lost,
entire duration of the Programme which is to constitute
wrongly paid or incorrectly used and, where appropriate,
the prime reference amount, within the meaning of Point
penalties. While Union external assistance has an
17 of the Interinstitutional Agreement between the
increasing need for financing, the economic and
European Parliament, the Council and the Commission
budgetary situation of the Union limits the resources
on budgetary discipline, on cooperation in budgetary
available for such assistance. The Commission should,
matters and on sound financial management ( 1 ), for the
therefore, seek the most efficient and sustainable use of
European Parliament and the Council during the annual
available resources, in particular through the use of
budgetary procedure.
financial instruments with leverage effect.
(33) In
order
to
ensure
continuity
in
the
funding
support
provided under the Programme to the functioning of
(40) In order to enhance access to the Programme, the grants
bodies, the Commission should be able during the
to support the mobility of individuals should be adjusted
initial phase of the Programme to consider the costs
to the living and subsistence costs of the host country. In
directly linked to the implementation of the supported
accordance with national law, Member States should also
activities as eligible for financing, even if they were
be encouraged to exempt those grants from any taxes
incurred by the beneficiary before the grant application
and social levies. The same exemption should apply to
was submitted.
public or private bodies awarding such financial support
to the individuals concerned.
(34) There
is
a
need
to
establish
performance
criteria
on
which the allocation of budget funds between Member
States for the actions managed by the national agencies
(41) In accordance with Regulation (EU, Euratom)
should be based.
No 966/2012 of the European Parliament and of the

Council ( 3 ), volunteer time can be recognised as co-
financing in the form of contributions in kind.
(35) The
candidate
countries
for
accession
to
the
Union
and
those European Free Trade Association (EFTA) countries
which form part of the European Economic Area (EEA)
(42) In
its
communication
of
29
June
2011
entitled 'A Budget
may participate in Union programmes on the basis of
for Europe 2020', the Commission underlined its
framework agreements, Association Council decisions or
commitment to simplifying Union funding. The
similar agreements.
creation of a single programme on education, training,
youth and sport should result in significant simplifi
(36) The
Swiss
Confederation
may
participate
in
the
Union
cation, rationalisation and synergies in the management
programmes in accordance with an agreement to be
of the Programme. The implementation of the
signed between the Union and that country.
Programme should be further simplified by the use of
lump-sum, unit-cost or flat-rate funding, as well as by
reducing formal and bureaucratic requirements for bene
(37) Individuals
from
an
overseas
country
or
territory
(OCT)
ficiaries and Member States.
and competent public and/or private bodies and insti
tutions from an OCT may participate in the programmes
in accordance with Council Decision 2001/822/EC ( 2 ).
The constraints imposed by the remoteness of the
(43) Improving
implementation
and
the
quality
of
spending
outermost regions of the Union and the OCTs should
should constitute guiding principles for achieving the
be taken into account when implementing the
objectives of the Programme, whilst ensuring the
Programme.
optimal use of the financial resources.

(38) The
Commission
and
the
High
Representative
of
the
(44) It is important to ensure sound financial management of
European Union for Foreign Affairs and Security Policy,
the Programme and its implementation in the most
in their joint communication of 25 May 2011 entitled 'A
effective and user-friendly manner possible, whilst also
new response to a changing Neighbourhood', outlined,
ensuring legal certainty and the accessibility of the
inter alia, the aim of further facilitating neighbourhood
Programme to all participants.
countries' participation in Union mobility and capacity-
building actions in higher education and the opening of
the future education programme to the neighbourhood
countries.
(45) In order to ensure a quick response to changing needs
throughout the duration of the Programme, the power to
adopt acts in accordance with Article 290 of the TFEU
(39) The
financial
interests
of
the
Union
should
be
protected
should be delegated to the Commission in respect of
through proportionate measures throughout the expen
provisions relating to additional actions managed by
diture cycle, including the prevention, detection and
the national agencies. It is of particular importance that
( 1 ) OJ C 373, 20.12.2013, p. 1
( 3 ) Regulation (EU, Euratom) No 966/2012 of the European Parliament
( 2 ) Council Decision 2001/822/EC of 27 November 2001 on the
and of the Council of 25 October 2012 on the financial rules
association of the overseas countries and territories with the
applicable to the general budget of the Union and repealing
European Community ('Overseas Association Decision') (OJ L 314,
Council Regulation (EC, Euratom) No 1605/2002 (OJ L 298,
30.11.2001, p. 1).
26.10.2012, p. 1).

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EN
20.12.2013 Official
Journal
of
the
European
Union L
347/55
the Commission carry out appropriate consultations
(51) In
order
to
ensure
continuity
in
the
funding
support
during its preparatory work, including at expert level.
provided under the Programme, this Regulation should
The Commission, when preparing and drawing up
apply from 1 January 2014. For reasons of urgency, this
delegated acts, should ensure the simultaneous, timely
Regulation should enter into force as soon as possible
and appropriate transmission of relevant documents to
after its publication in the Official Journal of the European
the European Parliament and to the Council.
Union,
HAVE ADOPTED THIS REGULATION:
(46) In
order
to
ensure
uniform
conditions
for
the
implemen
tation of this Regulation, implementing powers should be
conferred on the Commission. Those powers should be
CHAPTER I
exercised in accordance with Regulation (EU)
No 182/2011 of the European Parliament and of the
General provisions
Council ( 1 ).
Article 1
Scope of the Programme
(47) The
Programme
should
cover
three
different
fields,
and
1. This
Regulation
establishes
a
programme
for
Union
action
the committee established under this Regulation should
in the field of education, training, youth and sport called
deal with both horizontal and sectoral issues. It is for the
'Erasmus+' (the 'Programme').
Member States to ensure that they send the relevant
representatives to attend meetings of that committee in
accordance with the topics on its agenda, and it is for the
2. The
Programme
shall
be
implemented
for
the
period
from
committee chair to ensure that meeting agendas clearly
1 January 2014 to 31 December 2020.
indicate the sector or sectors involved and the topics,
according to each sector, to be discussed at each
meeting. Where appropriate, and in accordance with
3. The
Programme
shall
cover
the
following
fields,
whilst
the committee's rules of procedure and on an ad hoc
respecting the structures and specific needs of the various
basis, it should be possible to invite external experts,
sectors in the Member States:
including representatives of the social partners, to
participate in the committee meetings as observers.
(a) education and training at all levels, in a lifelong learning
perspective, including school education (Comenius), higher
education (Erasmus), international higher education
(48) It
is
appropriate
to
ensure
the
correct
closure
of
the
(Erasmus Mundus), vocational education and training
Programme, in particular as regards the continuation of
(Leonardo da Vinci) and adult learning (Grundtvig);
multi-annual arrangements for its management, such as
the financing of technical and administrative assistance.
As from 1 January 2014, the technical and administrative
(b) youth (Youth in Action), particularly in the context of non-
assistance should ensure, if necessary, the management of
formal and informal learning;
actions that have not yet been finalised under the prede
cessor programmes by the end of 2013.
(c) sport, in particular grassroots sport.
(49) Since the objective of this Regulation, namely to establish
4. The
Programme
shall
include
an
international
dimension
the Programme, cannot be sufficiently achieved by the
aimed at supporting the Union's external action, including its
Member States but can rather, by reason of its scale and
development objectives, through cooperation between the
effects, be better achieved at Union level, the Union may
Union and partner countries.
adopt measures, in accordance with the principle of
subsidiarity, as set out in Article 5 of the Treaty of the
European Union. In accordance with the principle of
Article 2
proportionality, as set out in that Article, this Regulation
does not go beyond what is necessary in order to achieve
Definitions
that objective.
For the purposes of this Regulation, the following definitions
shall apply:
(50) Decisions No 1719/2006/EC, No 1720/2006/EC and
No 1298/2008/EC should therefore be repealed.
(1) 'lifelong learning' means all general education, vocational
education and training, non-formal learning and informal
learning undertaken throughout life, resulting in an
( 1 ) Regulation (EU) No 182/2011 of the European Parliament and of
improvement in knowledge, skills and competences or
the Council of 16 February 2011 laying down the rules and general
participation in society within a personal, civic, cultural,
principles concerning mechanisms for control by Member States of
the Commission's exercise of implementing powers (OJ L 55,
social and/or employment-related perspective, including
28.2.2011, p. 13).
the provision of counselling and guidance services;

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(2) 'non-formal learning' means learning which takes place
(11) 'staff' means persons who, on either a professional or a
through planned activities (in terms of learning objectives
voluntary basis, are involved in education, training or
and learning time) where some form of learning support is
youth non-formal learning, and may include professors,
present (e.g. a student-teacher relationship), but which is
teachers, trainers, school leaders, youth workers and
not part of the formal education and training system;
non-educational staff;
(3) 'informal learning' means learning resulting from daily
(12) 'youth worker' means a professional or a volunteer
activities related to work, family or leisure which is not
involved in non-formal learning who supports young
organised or structured in terms of objectives, time or
people in their personal socio-educational and professional
learning support; it may be unintentional from the
development;
learner's perspective;
(13) 'young people' means individuals aged between 13 and 30;
(4) 'structured dialogue' means the dialogue with young
people and youth organisations which serves as a forum
(14) 'higher education institution' means:
for continuous joint reflection on the priorities, implemen
tation and follow-up of European cooperation in the youth
field;
(a) any type of higher education institution which, in
accordance with national law or practice, offers
recognised degrees or other recognised tertiary level
(5) 'transnational' relates, unless otherwise indicated, to any
qualifications, whatever such establishment may be
action involving at least two Programme countries as
called;
referred to in Article 24(1);
(b) any institution which, in accordance with national law
(6) 'international' relates to any action involving at least one
or practice, offers vocational education or training at
Programme country and at least one third country
tertiary level;
('partner country');
(15) 'joint degrees' means an integrated study programme
offered by at least two higher education institutions
(7) 'learning mobility' means moving physically to a country
resulting in a single degree certificate issued and signed
other than the country of residence, in order to undertake
by all the participating institutions jointly and recognised
study, training or non-formal or informal learning; it may
officially in the countries where the participating insti
take the form of traineeships, apprenticeships, youth
tutions are located;
exchanges, volunteering, teaching or participation in a
professional development activity, and may include
preparatory activities, such as training in the host
(16) 'double degree/multiple degree' means a study programme
language, as well as sending, hosting and follow-up activ
offered by at least two (double) or more (multiple) higher
ities;
education institutions whereby the student receives, upon
completion of the study programme, a separate degree
certificate from each of the participating institutions;
(8) 'cooperation for innovation and the exchange of good
practices' means transnational and international
cooperation projects involving organisations active in the
(17) 'youth activity' means an out-of-school activity (such as
fields of education, training and/or youth, and may include
youth exchange, volunteering or youth training) carried
other organisations;
out by a young person, either individually or in a group,
in particular through youth organisations, and char
acterised by a non-formal learning approach;
(9) 'support for policy reform' means any type of activity
aimed at supporting and facilitating the modernisation of
(18) 'partnership' means an agreement between a group of
education and training systems, as well as support for the
institutions and/or organisations in different Programme
development of European youth policy, through the
countries to carry out joint European activities in the
process of policy cooperation between Member States, in
fields of education, training, youth and sport or estab
particular the Open Method of Coordination and the
lishing a formal or informal network in a relevant field
structured dialogue with young people;
such as joint learning projects for pupils and their teachers
in the form of class exchanges and individual long-term
mobility, intensive programmes in higher education and
(10) 'virtual mobility' means a set of activities supported by
cooperation between regional and local authorities to
information and communications technology, including
foster inter-regional, including cross-border, cooperation;
e-learning, organised at institutional level, that realise or
it may be extended to institutions and/or organisations
facilitate transnational and/or international, collaborative
from partner countries with a view to strengthening the
experiences in a context of teaching and/or learning;
quality of the partnership;

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(19) 'key competences' means the basic set of knowledge, skills
Article 4
and attitudes which all individuals need for personal
fulfilment and development, active citizenship, social
General objective of the Programme
inclusion and employment, as described in Recommen
The Programme shall contribute to the achievement of:
dation 2006/962/EC of the European Parliament and of
the Council ( 1 );
(a) the objectives of the Europe 2020 strategy, including the
headline education target;
(20) 'Open Method of Coordination' (OMC) means an inter
governmental method providing a framework for
(b) the objectives of the strategic framework for European
cooperation between the Member States, whose national
cooperation in education and training ('ET 2020'),
policies can thus be directed towards certain common
including the corresponding benchmarks;
objectives; within the scope of the Programme, the OMC
applies to education, training and youth;
(c) the sustainable development of partner countries in the field
of higher education;
(21) 'Union transparency and recognition tools' means
instruments that help stakeholders to understand,
appreciate and, as appropriate, recognise learning
(d) the overall objectives of the renewed framework for
outcomes and qualifications throughout the Union;
European cooperation in the youth field (2010-2018);
(e) the objective of developing the European dimension in
(22) 'neighbourhood countries' means the countries and terri
sport, in particular grassroots sport, in line with the
tories covered by the European Neighbourhood Policy;
Union work plan for sport; and
(f) the promotion of European values in accordance with
(23) 'dual career' means the combination of high-level sports
Article 2 of the Treaty on European Union.
training with general education or work;
CHAPTER II
(24) 'grassroots sport' means organised sport practised at local
Education and training
level by amateur sportspeople, and sport for all.
Article 5
Article 3
Specific objectives
European added value
1. In line with the general objective of the Programme as
specified in Article 4, in particular the objectives of ET 2020, as
1. The
Programme
shall
support
only
those
actions
and well as in support of the sustainable development of partner
activities which present a potential European added value and
countries in the field of higher education, the Programme shall
which contribute to the achievement of the general objective as
pursue the following specific objectives:
referred to in Article 4.
(a) to improve the level of key competences and skills, with
2. The
European
added
value
of
the
actions
and
activities
of
particular regard to their relevance for the labour market
the Programme shall be ensured in particular through their:
and their contribution to a cohesive society, in particular
through increased opportunities for learning mobility and
through strengthened cooperation between the world of
education and training and the world of work;
(a) transnational character, particularly with regard to mobility
and cooperation aimed at achieving a sustainable systemic
impact;
(b) to foster quality improvements, innovation excellence and
internationalisation at the level of education and training
institutions, in particular through enhanced transnational
(b) complementarity and synergy with other programmes and
cooperation between education and training providers and
policies at national, Union and international level;
other stakeholders;
(c) to promote the emergence and raise awareness of a
(c) contribution to the effective use of Union transparency and
European lifelong learning area designed to complement
recognition tools.
policy reforms at national level and to support the modern
isation of education and training systems, in particular
through enhanced policy cooperation, better use of Union
( 1 ) Recommendation 2006/962/EC of the European Parliament and of
the Council of 18 December 2006 on key competences for lifelong
transparency and recognition tools and the dissemination of
learning (OJ L 394, 30.12.2006, p. 10).
good practices;

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(d) to enhance the international dimension of education and
form of teaching or assistantships or participation in profes
training, in particular through cooperation between Union
sional development activities abroad.
and partner-country institutions in the field of VET and in
higher education, by increasing the attractiveness of
European higher education institutions and supporting the
Union's external action, including its development objec
2. This
action
shall
also
support
the
international
mobility
of
tives, through the promotion of mobility and cooperation
students and staff to and from partner countries as regards
between the Union and partner-country higher education
higher education, including mobility organised on the basis of
institutions and targeted capacity-building in partner coun
joint, double or multiple degrees of high quality or joint calls.
tries;
(e) to improve the teaching and learning of languages and to
Article 8
promote the Union's broad linguistic diversity and inter
Cooperation for innovation and the exchange of good
cultural awareness;
practices
1. Cooperation
for
innovation
and
the
exchange
of
good
(f) to promote excellence in teaching and research activities in
practices shall support:
European integration through the Jean Monnet activities
worldwide, as referred to in Article 10.
(a) strategic partnerships between organisations and/or insti
2.
For the purposes of evaluating the Programme, measurable
tutions involved in education and training or other
and relevant indicators in relation to the specific objectives
relevant sectors aimed at developing and implementing
referred to in paragraph 1 are set out in Annex I.
joint initiatives and promoting peer learning and
exchanges of experience;
Article 6
Actions of the Programme
(b) partnerships between the world of work and education and
training institutions in the form of:
1. In
the
field
of
education
and
training,
the
Programme
shall
pursue its objectives through the following types of actions:
— knowledge alliances between, in particular, higher
(a) learning mobility of individuals;
education institutions and the world of work aimed at
promoting creativity, innovation, work-based learning
and entrepreneurship by offering relevant learning
(b) cooperation for innovation and the exchange of good prac
opportunities, including developing new curricula and
tices; and
pedagogical approaches;
(c) support for policy reform.
— sector skills alliances between education and training
providers and the world of work aimed at promoting
2. The
specific
Jean
Monnet
activities
are
described
in
employability, contributing to the creation of new
Article 10.
sector-specific or cross-sectoral curricula, developing
innovative methods of vocational teaching and training
Article 7
and putting the Union transparency and recognition
tools into practice;
Learning mobility of individuals
1. Learning mobility of individuals
shall support the
following activities within the Programme countries referred
(c) IT support platforms, covering all education and training
to in Article 24(1):
sectors, including in particular eTwinning, allowing peer
learning, virtual mobility and exchanges of good practices
and opening access for participants from neighbourhood
(a) the mobility of students in all cycles of higher education
countries.
and of students, apprentices and pupils in vocational
education and training. This mobility may take the form
of studying at a partner institution or traineeships or
gaining experience as an apprentice, assistant or trainee
2. This
action
shall
also
support
development,
capacity-
abroad. Degree mobility at Master's level may be
building, regional integration, knowledge exchanges and
supported through the Student Loan Guarantee Facility
modernisation processes through international partnerships
referred to in Article 20;
between higher education institutions in the Union and in
partner countries, in particular for peer learning and joint
education projects, as well as through the promotion of
(b) the mobility of staff, within the Programme countries
regional cooperation and National Information Offices, in
referred to in Article 24(1). This mobility may take the
particular with neighbourhood countries.

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Article 9
(iii) the European Institute of Public Administration (EIPA),
Maastricht;
Support for policy reform
1. Support
for
policy
reform
shall
include
the
activities
initiated at Union level relating to:
(iv) the Academy of European Law, Trier;
(a) the implementation of the Union policy agenda on
(v) the European Agency for Development in Special Needs
education and training in the context of the OMC, as well
Education, Odense;
as to the Bologna and Copenhagen processes;
(vi) the International Centre for European Training (CIFE),
(b) the implementation in Programme countries of Union trans
Nice;
parency and recognition tools, in particular the single Union
framework for the transparency of qualifications and
competences (Europass), the European Qualifications
(d) promote policy debate and exchanges between the academic
Framework (EQF), the European Credit Transfer and
world and policy-makers on Union policy priorities.
Accumulation System (ECTS), the European Credit System
for Vocational Education and Training (ECVET), the
European Quality Assurance Reference Framework for Voca
CHAPTER III
tional Education and Training (EQAVET), the European
Quality Assurance Register for Higher Education (EQAR)
Youth
and the European Association for Quality Assurance in
Higher Education (ENQA), and the provision of support
Article 11
to Union-wide networks and European non-governmental
organisations (NGOs) active in the field of education and
Specific objectives
training;
1. In line with the general objective of the Programme as
specified in Article 4, in particular the objectives of the renewed
(c) the policy dialogue with relevant European stakeholders in
framework for European cooperation in the youth field
the field of education and training;
(2010–2018), the Programme shall pursue the following
specific objectives:
(d) NARIC, the Eurydice and Euroguidance networks, and the
National Europass Centres.
(a) to improve the level of key competences and skills of young
people, including those with fewer opportunities, as well as
to promote participation in democratic life in Europe and
2. This
action
shall
also
support
policy
dialogue
with
partner
the labour market, active citizenship, intercultural dialogue,
countries and international organisations.
social inclusion and solidarity, in particular through
increased learning mobility opportunities for young
people, those active in youth work or youth organisations
Article 10
and youth leaders, and through strengthened links between
Jean Monnet activities
the youth field and the labour market;
The Jean Monnet activities shall aim to:
(b) to foster quality improvements in youth work, in particular
through enhanced cooperation between organisations in the
(a) promote teaching and research on European integration
youth field and/or other stakeholders;
worldwide among specialist academics, learners and
citizens, in particular through the creation of Jean Monnet
Chairs and other academic activities, as well as by providing
(c) to complement policy reforms at local, regional and
aid for other knowledge-building activities at higher
national level and to support the development of
education institutions;
knowledge and evidence-based youth policy as well as the
recognition of non-formal and informal learning, in
particular through enhanced policy cooperation, better use
(b) support the activities of academic institutions or associ
of Union transparency and recognition tools and the
ations active in the field of European integration studies
dissemination of good practices;
and support a Jean Monnet label for excellence;
(c) support the following institutions pursuing an aim of
(d) to enhance the international dimension of youth activities
European interest:
and the role of youth workers and organisations as support
structures for young people in complementarity with the
Union's external action, in particular through the
(i) the European University Institute of Florence;
promotion of mobility and cooperation between the
Union and partner-country stakeholders and international
organisations and through targeted capacity-building in
(ii) the College of Europe (Bruges and Natolin campuses);
partner countries.

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2.
For the purposes of evaluating the Programme, measurable
(b) IT support platforms allowing peer learning, knowledge-
and relevant indicators in relation to the specific objectives
based youth work, virtual mobility and exchanges of good
referred to in paragraph 1 are set out in Annex I.
practice.
Article 12
2. This
action
shall
also
support
development,
capacity-
building and knowledge exchanges through partnerships
Actions of the Programme
between organisations in Programme countries and partner
countries, in particular through peer learning.
The Programme shall pursue its objectives through the
following types of actions:
Article 15
(a) learning mobility of individuals;
Support for policy reform
1. Support
for
policy
reform
shall
include
activities
relating
to:
(b) cooperation for innovation and the exchange of good prac
tices;
(a) the implementation of the Union policy agenda on youth
through the OMC;
(c) support for policy reform.
(b) implementation in the Programme countries of Union trans
parency and recognition tools, in particular the Youthpass,
Article 13
and support for Union-wide networks and European youth
NGOs;
Learning mobility of individuals
1. Learning
mobility
of
individuals
shall
support:
(c) policy dialogue with relevant European stakeholders and
structured dialogue with young people;
(a) the mobility of young people in non-formal and informal
learning activities between the Programme countries; such
(d) the European Youth Forum, resource centres for the devel
mobility may take the form of youth exchanges and volun
opment of youth work and the Eurodesk network.
teering through the European Voluntary Service, as well as
innovative activities building on existing provisions for
mobility;
2. This
action
shall
also
support
policy
dialogue
with
partner
countries and international organisations.
(b) the mobility of persons active in youth work or youth
organisations and youth leaders; such mobility may take
CHAPTER IV
the form of training and networking activities.
Sport
Article 16
2. This
action
shall
also
support
the
mobility
of
young
people, persons active in youth work or youth organisations
Specific objectives
and youth leaders, to and from partner countries, in particular
1. In line with the general objective of the Programme, as
neighbourhood countries.
specified in Article 4, and with the Union work plan for sport,
the Programme shall focus in particular on grassroots sport and
shall pursue the following specific objectives:
Article 14
Cooperation for innovation and the exchange of good
(a) to tackle cross-border threats to the integrity of sport, such
practices
as doping, match-fixing and violence, as well as all kinds of
intolerance and discrimination;
1. Cooperation
for
innovation
and
the
exchange
of
good
practices shall support:
(b) to promote and support good governance in sport and dual
careers of athletes;
(a) strategic partnerships aimed at developing and imple
menting joint initiatives, including youth initiatives and citi
zenship projects that promote active citizenship, social
(c) to promote voluntary activities in sport, together with social
innovation, participation in democratic life and entrepre
inclusion, equal opportunities and awareness of the
neurship, through peer learning and exchanges of
importance of health-enhancing physical activity through
experience;
increased participation in, and equal access to, sport for all.

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Union L
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2.
For the purposes of evaluating the Programme, measurable
(iv) 5 % to adult learning, representing 3,9 % of the total
and relevant indicators in relation to the specific objectives
budget;
referred to in paragraph 1 are set out in Annex I.
(b) 10 % to youth;
Article 17
Activities
(c) 3,5 % to the Student Loan Guarantee Facility;
1. The
objectives
of
cooperation
shall
be
pursued
through
the following transnational activities, which shall focus in
particular on grassroots sport:
(d) 1,9 % to Jean Monnet;
(a) support for collaborative partnerships;
(e) 1,8 % to sport, of which no more than 10 % to the activity
mentioned under point (b) of Article 17(1);
(b) support for not-for-profit European sport events involving
several Programme countries and contributing to the
objectives set out in point (c) of Article 16(1);
(f) 3,4 % as operating grants to national agencies; and
(c) support for strengthening the evidence base for policy-
making;
(g) 1,9 % to cover administrative expenditure.
(d) dialogue with relevant European stakeholders.
3. Of
the
allocations
referred
to
in
points
(a)
and
(b)
of
paragraph 2, at least 63 % shall be allocated to learning
mobility of individuals, at least 28 % to cooperation for inno
2. The
activities
referred
to
in
paragraph
1
may
leverage vation and the exchange of good practices and 4,2 % to support
supplementary funding from third parties such as private under
for policy reform.
takings.
4. In
addition
to
the
financial
envelope
as
indicated
in
CHAPTER V
paragraph 1, and in order to promote the international
Financial provisions
dimension of higher education, additional funding, as
provided for in the different external instruments (Development
Article 18
Cooperation Instrument (DCI), the European Neighbourhood
Instrument (ENI), the Partnership Instrument for cooperation
Budget
with third countries (PI) and the Instrument for Pre-accession
Assistance (IPA)), shall be allocated to actions in respect of
1. The financial envelope for the implementation of the
learning mobility to or from partner countries, and to
Programme as from 1 January 2014 is set at
cooperation and policy dialogue with authorities, institutions
EUR 14 774 524 000 in current prices.
and organisations from those countries. This Regulation shall
apply to the use of those funds, while ensuring conformity with
The annual appropriations shall be authorised by the European
the Regulations respectively governing those external instru
Parliament and the Council within the limits of the multiannual
ments, and, in the case of the DCI, fulfilling also the criteria
financial framework.
for Official Development Assistance as established by the Devel
opment Assistance Committee of the Organisation for
Economic Co-operation and Development.
2. The
amount
referred
to
in
paragraph
1
shall
be
allocated
to the actions of the Programme as follows, with a margin of
flexibility not exceeding 5 % of each of the allocated amounts:
The funding shall be made available through two multiannual
allocations covering the first four years and the remaining three
years respectively. The allocation of that funding shall be
(a) 77,5 % to education and training, from which the following
determined in the multiannual indicative programming of the
minimum allocations shall be assigned:
external instruments referred to in the first subparagraph, in line
with the identified needs and priorities of the countries
concerned. Cooperation with partner countries may be based,
(i) 43 % to higher education, representing 33,3 % of the
where relevant, on additional appropriations from those
total budget;
countries to be made available in accordance with procedures
to be agreed with them.
(ii) 22 % to vocational education and training, representing
17 % of the total budget;
The student and staff mobility action between Programme
countries and partner countries funded through the allocation
(iii) 15 % to school education, representing 11,6 % of the
from the DCI shall focus on areas that are relevant to the
total budget;
inclusive and sustainable development of developing countries.

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5.
The financial allocation for the Programme may also cover
10. The
Programme
may
provide
support
through
specific
expenses pertaining to preparatory, monitoring, control, audit
innovative funding modalities, in particular those set out in
and evaluation activities which are required for the management
Article 20.
of the Programme and the achievement of its objectives, in
particular, studies, meetings of experts and information and
communication actions, including corporate communication
Article 19
of the political priorities of the Union as far as they are
related to the general objective of this Regulation, expenses
Specific funding modalities
linked to IT focusing on information processing and
exchange, and all other technical and administrative assistance
1. The
Commission
shall
implement
the
Union
financial
expenses incurred by the Commission for the management of
support in accordance with Regulation (EU, Euratom)
the Programme.
No 966/2012.
2. The
Commission
may
launch
joint
calls
with
partner
6. The
financial
allocation
may
also
cover
the
technical
and countries or their organisations and agencies to finance
administrative assistance expenses necessary to ensure the tran
projects on the basis of matching funds. Projects may be
sition between the Programme and the measures adopted under
evaluated and selected through joint evaluation and selection
Decisions No 1719/2006/EC, No 1720/2006/EC and No 1298/
procedures to be agreed upon by the funding agencies
2008/EC. If necessary, appropriations could be entered in the
involved, in compliance with the principles set out in Regu
budget beyond 2020 to cover similar expenses, in order to
lation (EU, Euratom) No 966/2012.
allow the management of actions and activities not yet
completed by 31 December 2020.
3. Public bodies, as well as schools, higher education insti
tutions and organisations in the fields of education, training,
youth and sport that have received over 50 % of their annual
7. The
funds
for
the
learning
mobility
of
individuals
referred revenue from public sources over the last two years shall be
to in point (a) of Article 6(1) and point (a) of Article 12 that are
considered as having the necessary financial, professional and
to be managed by a national agency or agencies (the 'national
administrative capacity to carry out activities under the
agency') shall be allocated on the basis of population and cost
Programme. They shall not be required to present further docu
of living in the Member State, distance between capitals of
mentation to demonstrate that capacity.
Member States and performance. The performance parameter
shall account for 25 % of the total funds according to the
criteria referred to in paragraphs 8 and 9. As regards strategic
partnerships referred to in point (a) of Article 8(1) and point (a)
4. By
way
of
derogation
from
Article
130(2)
of
Regulation
of Article 14(1) that are to be selected and managed by a
(EU, Euratom) No 966/2012, and in duly justified cases, the
national agency, the funds shall be allocated on the basis of
Commission may consider the costs directly linked to the
criteria to be defined by the Commission in accordance with the
implementation of the supported activities and incurred
examination procedure referred to in Article 36(3). Those
during the first six months of 2014 as eligible for financing
formulae shall, as far as possible, be neutral with respect to
from 1 January 2014, even if they were incurred by the bene
the different education and training systems of the Member
ficiary before the grant application was submitted.
States, shall avoid substantial reductions in the annual budget
allocated to Member States from one year to the next and shall
minimise excessive imbalances in the level of grants allocated.
5. The
amount
referred
to
in
point
(c)
of
Article
137(1)
of
Regulation (EU, Euratom) No 966/2012 shall not apply to
financial support for learning mobility granted to individuals.
8. Allocation
of
funds
based
on
performance
shall
apply
in
order to promote an efficient and effective use of resources. The
Article 20
criteria used to measure performance shall be based on the
most recent data available and shall focus in particular on:
Student Loan Guarantee Facility
1. The
Student
Loan
Guarantee
Facility
shall
provide
partial
guarantees to financial intermediaries in respect of loans granted
(a) the level of annual realised outputs; and
on the most favourable terms possible to students undertaking a
second-cycle degree, such as a Master's degree, at a recognised
higher education institution in a Programme country, as referred
to in Article 24(1), which is neither their country of residence
(b) the level of annual payments realised.
nor the country in which they obtained their qualification
granting access to the Master's programme.
9. The
allocation
of
funds
for
the
year
2014
shall
be
based 2. Guarantees
issued
through
the
Student
Loan
Guarantee
on the latest available data on actions carried out and the
Facility shall cover new eligible student loans up to a
budget take-up under the Lifelong Learning, Youth in Action
maximum of EUR 12 000 for a one-year programme and up
and Erasmus Mundus programmes up to and including
to EUR 18 000 for a programme lasting up to two years, or
31 December 2013.
their equivalent in local currency.

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3. The
management
of
the
Student
Loan
Guarantee
Facility 4. Without prejudice to the requirements set out in Chapter
at Union level shall be entrusted to the European Investment
VIII and the obligations of national agencies as referred to in
Fund (EIF) in accordance with Regulation (EU, Euratom)
Article 28, Member States shall submit to the Commission, by
No 966/2012 on the basis of a delegation agreement with the
30 June 2017, a report on the implementation and the impact
Commission, setting out the detailed rules and requirements
of the Programme in their respective territories.
governing the implementation of the Student Loan Guarantee
Facility and the respective obligations of the parties. On this
basis, the EIF shall conclude agreements with financial inter
5. The
Commission
shall
submit
a
final
evaluation
of
the
mediaries, such as banks, national and/or regional student
Programme to the European Parliament, the Council, the
lending institutions or other recognised financial institutions,
European Economic and Social Committee and the Committee
and shall endeavour to select a financial intermediary from
of the Regions by 30 June 2022.
each Programme country, in order to ensure that students
from all Programme countries have access to the Student
Loan Guarantee Facility in a consistent and non-discriminatory
Article 22
manner.
Communication and dissemination
1. The
Commission,
in
cooperation
with
Member
States,
4. Technical
information
on
the
functioning
of
the
Student shall ensure the dissemination of information, publicity and
Loan Guarantee Facility is provided in Annex II.
follow-up with regard to all actions and activities supported
under the Programme, as well as the dissemination of the
CHAPTER VI
results of the previous Lifelong Learning, Youth in Action and
Erasmus Mundus programmes.
Performance, results and dissemination
Article 21
2. Beneficiaries
of
the
projects
supported
through
actions
and activities as referred to in Articles 6, 10, 12, 17 and 20
Monitoring and evaluation of performance and results
should ensure that the results and impacts obtained are properly
1. The
Commission,
in
cooperation
with
the
Member
States, communicated and disseminated. This may include the
shall regularly monitor and report on the performance and
provision of peer-to-peer information in relation to mobility
results of the Programme as measured against its objectives,
opportunities.
with particular regard to:
3. The
national
agencies
referred
to
in
Article
28
shall
(a) the European added value referred to in Article 3;
develop a consistent policy with regard to the effective dissemi
nation and exploitation of results of activities supported under
the actions they manage within the Programme, shall assist the
(b) the distribution of funds associated with the education,
Commission in the general task of disseminating information
training and youth sectors, with a view to ensuring, by
concerning the Programme, including information in respect of
the end of the Programme, an allocation of funding
actions and activities managed at national and Union level, and
which guarantees a sustainable systemic impact;
its results, and shall inform relevant target groups about the
actions undertaken in their country.
(c) the use of the funds derived from the external instruments
as referred to in Article 18(4) and their contribution to the
respective objectives and principles of those instruments.
4. The
public
and
private
bodies
within
the
sectors
covered
by the Programme shall use the brand name 'Erasmus+' for the
purpose of communication and dissemination of information
2. In
addition
to
carrying
out
its
ongoing
monitoring
activ
relating to the Programme. For the different sectors of the
ities, the Commission shall submit a mid-term evaluation report
Programme, the following brand names shall be used:
by 31 December 2017 in order to assess the effectiveness of the
measures taken to achieve the Programme's objectives and to
evaluate the efficiency of the Programme and its European
— 'Comenius', associated with school education;
added value, accompanied, if appropriate, by a legislative
proposal to amend this Regulation. The mid-term evaluation
report shall address the scope for simplification of the
— 'Erasmus', associated with all types of higher education
Programme, its internal and external coherence, the continued
within the Programme countries;
relevance of all of its objectives, and the contribution made by
the measures taken to the realisation of the Europe 2020
strategy. It shall also take into account the results of an
— 'Erasmus Mundus', associated with all types of higher
evaluation of the long-term impact of the predecessor
education activities between the Programme countries and
programmes (Lifelong Learning, Youth in Action, Erasmus
partner countries;
Mundus and other international higher education programmes).
— 'Leonardo da Vinci', associated with vocational education
3. The
Commission
shall
submit
the
mid-term
evaluation
and training;
report referred to in paragraph 2 to the European Parliament,
the Council, the European Economic and Social Committee and
the Committee of the Regions.
— 'Grundtvig', associated with adult learning;

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— 'Youth in Action', associated with non-formal and informal
2. The
Programme
countries
shall
be
subject
to
all
the
learning in the field of youth;
obligations, and shall fulfil all the tasks set out in this Regu
lation in relation to Member States.
— 'Sports', associated with activities in the field of sport.
3. The
Programme
shall
support
cooperation
with
partner
countries, in particular neighbourhood countries, in actions
5. Communication
activities
shall
also
contribute
to
the and activities as referred to in Articles 6, 10 and 12.
corporate communication of the political priorities of the
Union, provided that they are related to the general objective
of this Regulation.
CHAPTER VIII

Management and audit system
CHAPTER VII
Article 25
Access to the Programme
Complementarity
Article 23
The Commission, in cooperation with the Member States, shall
ensure the overall consistency and complementarity of the
Access
Programme with:
1. Any
public
or
private
body
active
in
the
fields
of
education, training, youth and grassroots sport may apply for
(a) the relevant policies and programmes, in particular those
funding within the Programme. In the case of the activities
relating to culture and the media, employment, research
referred to in point (a) of Article 13(1) and point (a) of
and innovation, industry and enterprise, cohesion and devel
Article 14(1), the Programme shall support the participation
opment policy, as well as enlargement policy and initiatives,
of groups of young people who are active in youth work, but
instruments and strategies in the field of regional policy and
not necessarily in the context of a youth organisation.
external relations;
2. When
implementing
the
Programme,
inter
alia
as
regards (b) the other Union relevant sources of funding for education,
the selection of participants and the award of scholarships, the
training, youth and sport, in particular the European Social
Commission and the Member States shall ensure that particular
Fund and the other financial instruments relating to
efforts are made to promote social inclusion and the partici
employment and social inclusion, the European Regional
pation of people with special needs or with fewer opportunities.
Development Fund and 'Horizon 2020' - the Framework
Programme for Research and Innovation, as well as the
financial instruments relating to justice and citizenship,
Article 24
health, external cooperation programmes and pre-
Country participation
accession assistance.
1. The
Programme
shall
be
open
to
the
participation
of
the
Article 26
following countries (the 'Programme countries'):
Implementing bodies
(a) the Member States;
The Programme shall be implemented in a consistent manner
by the following bodies:
(b) the acceding countries, candidate countries and potential
candidates benefiting from a pre-accession strategy, in
(a) the Commission at Union level;
accordance with the general principles and general terms
and conditions for the participation of those countries in
(b) the national agencies at national level in the Programme
Union programmes established in the respective framework
countries.
agreements, Association Council decisions or similar agree
ments;
Article 27
National authority
(c) those EFTA countries that are party to the EEA Agreement,
in accordance with the provisions of that agreement;
1. The
term 'national authority' refers to one or more
national authorities in accordance with national law and
practice.
(d) the Swiss Confederation, on the basis of a bilateral
agreement to be concluded with that country;
2. By
22
January
2014,
the
Member
States
shall
notify
the
Commission, by way of a formal notification transmitted by
(e) those countries covered by the European neighbourhood
their Permanent Representation, of the person(s) legally auth
policy which have concluded agreements with the Union
orised to act on their behalf as the national authority for the
providing for the possibility of their participation in the
purposes of this Regulation. In the event of replacement of the
Union's programmes, subject to the conclusion of a
national authority during the course of the Programme's
bilateral agreement with the Union on the conditions of
lifetime, the relevant Member State shall notify the Commission
their participation in the Programme.
thereof immediately, in accordance with the same procedure.

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3. The
Member
States
shall
take
all
appropriate
measures
to 9. The
national
authority
shall
provide
adequate
co-financing
remove legal and administrative obstacles to the proper func
for the operations of its national agency to ensure that the
tioning of the Programme, including, where possible, measures
Programme is managed in compliance with the applicable
aimed at resolving issues that give rise to difficulties in
Union rules.
obtaining visas.
10. In the event that the Commission rejects the designation
of the national agency based on its evaluation of the ex-ante
4. By
22
March
2014,
the
national
authority
shall
designate compliance assessment, the national authority shall ensure that
a national agency or national agencies. In cases where there is
the necessary remedial steps are taken to enable the national
more than one national agency, Member States shall establish
agency to comply with the minimum requirements set by the
an appropriate mechanism for the coordinated management of
Commission, or shall designate another body as national
the implementation of the Programme at national level,
agency.
particularly with a view to ensuring coherent and cost-
efficient implementation of the Programme and effective
contact with the Commission in this respect, and to facilitating
11. Based
on
the
national
agency's
yearly
management
the possible transfer of funds between agencies, thereby
declaration, the independent audit opinion thereon and the
allowing for flexibility and better use of funds allocated to
Commission's analysis of the national agency's compliance
Member States. Without prejudice to Article 29(3), each
and performance, the national authority shall provide the
Member State shall determine how it organises the relationship
Commission, by 31 October of each year, with information
between its national authority and the national agency,
concerning its monitoring and supervision activities in relation
including tasks such as the establishment of the national
to the Programme.
agency's annual work programme.
12. The
national
authority
shall
take
responsibility
for
the
proper management of the Union funds transferred by the
The national authority shall provide the Commission with an
Commission to the national agency by way of grant support
appropriate ex-ante compliance assessment that the national
to be awarded under the Programme.
agency complies with points (c)(v) and (vi) of Article 58(1)
and Article 60(1), (2) and (3) of Regulation (EU, Euratom)
No 966/2012, and Article 38 of Commission Delegated Regu
13. In
the
event
of
any
irregularity,
negligence
or
fraud
lation (EU) No 1268/2012 ( 1 ), as well as with the Union
attributable to the national agency, or any serious shortcomings
requirements for internal control standards for national
or underperformance on the part of the national agency, where
agencies and rules for the management of Programme funds
this gives rise to claims by the Commission against the national
for grant support.
agency, the national authority shall be liable to reimburse to the
Commission the funds not recovered.
5. The
national
authority
shall
designate
an
independent 14. In
the
circumstances
described
in
paragraph
13,
the
audit body as referred to in Article 30.
national authority may, on its own initiative or upon request
from the Commission, revoke the mandate of the national
agency. Should the national authority wish to revoke that
6. The
national
authority
shall
base
its
ex-ante
compliance mandate for any other justified reason, it shall notify the
assessment on its own controls and audits, and/or on controls
Commission of the revocation at least six months before the
and audits undertaken by the independent audit body referred
envisaged date of termination of the mandate of the national
to in Article 30.
agency. In such cases, the national authority and the
Commission shall formally agree on specific and timed tran
sition measures.
7. Where the national agency designated for the Programme
is the same as the national agency designated for the prede
15. In the event of revocation, the national authority shall
cessor Lifelong Learning or Youth in Action programmes, the
carry out the necessary controls regarding the Union funds
scope of the controls and audits for the ex-ante compliance
entrusted to the national agency whose mandate has been
assessment may be limited to the requirements that are new
revoked, and shall ensure an unimpeded transfer to the new
and specific to the Programme.
national agency of those funds and of all documents and
management tools required for the management of the
Programme. The national authority shall provide the national
8. The
national
authority
shall
monitor
and
supervise
the agency whose mandate has been revoked with the necessary
management of the Programme at national level. It shall
financial support to continue to meet its contractual obligations
inform and consult the Commission in due time prior to
vis-à-vis the beneficiaries of the Programme and the
taking any decision that may have a significant impact on the
Commission pending the transfer of those obligations to a
management of the Programme, in particular regarding its
new national agency.
national agency.
16. If so requested by the Commission, the national
( 1 ) Commission Delegated Regulation (EU) No 1268/2012 of
authority shall designate the institutions or organisations, or
29 October 2012 on the rules of application of Regulation (EU,
the types of such institutions and organisations, to be
Euratom) No 966/2012 of the European Parliament and of the
Council on the financial rules applicable to the general budget of
considered eligible to participate in specific Programme
the Union (OJ L 362, 31.12.2012, p. 1).
actions in their respective territories.

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Article 28
5. The
national
agency
shall
issue
grant
support
to
bene
ficiaries either by way of a grant agreement or a grant
National agency
decision, as specified by the Commission for the Programme
1. The
term 'national agency' refers to one or more national
action concerned.
agencies in accordance with national law and practice.
6. The
national
agency
shall
report
each
year
to
the
2. The
national
agency
shall:
Commission and to its national authority in accordance with
Article 60(5) of Regulation (EU, Euratom) No 966/2012. The
national agency shall be in charge of implementing the obser
vations issued by the Commission following its analysis of the
(a) have legal personality or be part of an entity having legal
yearly management declaration and of the independent audit
personality, and be governed by the law of the Member
opinion thereon.
State concerned; a ministry may not be designated as a
national agency;
7. The
national
agency
may
not
without
prior
written
auth
orisation from the national authority and the Commission
(b) have the adequate management capacity, staff and infra
delegate to a third party any task of Programme or budget
structure to fulfil its tasks satisfactorily, ensuring efficient
implementation conferred on it. The national agency shall
and effective management of the Programme and sound
retain sole responsibility for any tasks delegated to a third party.
financial management of Union funds;
8. Where
the
mandate
of
a
national
agency
is
revoked,
that
(c) have the operational and legal means to apply the adminis
national agency shall remain legally responsible for meeting its
trative, contractual and financial management rules laid
contractual obligations vis-à-vis the beneficiaries of the
down at Union level;
Programme and the Commission pending the transfer of
those obligations to a new national agency.
(d) offer adequate financial guarantees, issued preferably by a
public authority, corresponding to the level of Union funds
9. The
national
agency
shall
be
in
charge
of
managing
and
it will be called upon to manage;
winding up the financial agreements relating to the predecessor
Lifelong Learning and Youth in Action programmes that are still
open at the beginning of the Programme.
(e) be designated for the duration of the Programme.
Article 29
3. The
national
agency
shall
be
responsible
for
managing
all
European Commission
stages of the project lifecycle of the following Programme
actions, in conformity with points (c)(v) and (vi) of Article 58(1)
1. Within
two
months
of
receipt
from
the
national
authority
of Regulation (EU, Euratom) No 966/2012 and with Article 44
of the ex-ante compliance assessment referred to in
of Delegated Regulation (EU) No 1268/2012:
Article 27(4), the Commission shall accept, conditionally
accept or reject the designation of the national agency. The
Commission shall not enter into a contractual relationship
(a) learning mobility of individuals, with the exception of
with the national agency until it has accepted the ex-ante
mobility organised on the basis of joint or double/multiple
compliance assessment. In the event of conditional acceptance,
degrees, large-scale volunteering projects and the Student
the Commission may apply proportionate precautionary
Loan Guarantee Facility;
measures to its contractual relationship with the national
agency.
(b) strategic partnerships within the action 'cooperation for
2. Upon
accepting
the
ex-ante
compliance
assessment
by
the
innovation and the exchange of good practices';
national agency designated for the Programme, the Commission
shall formalise the legal responsibilities with regard to the
financial agreements relating to the predecessor Lifelong
(c) the management of small-scale activities supporting the
Learning and Youth in Action programmes which are still
structured dialogue in the youth field within the action
open at the start of the Programme.
'support for policy reform'.
3. In
accordance
with
Article
27(4),
the
document
governing
4. By
way
of
derogation
from
paragraph
3,
the
selection
and the contractual relationship between the Commission and the
award decisions for the strategic partnerships referred to in
national agency shall:
point (b) of paragraph 3 may be managed at Union level, if a
decision to that effect is taken in accordance with the exam
ination procedure referred to in Article 36(3) and only in
(a) stipulate the internal control standards for national agencies
specific cases where there are clear grounds for such centrali
and the rules for the management of the Union funds for
sation.
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(b) include the national agency work programme comprising
Article 30
the management tasks of the national agency to which
Union support is provided;
Independent audit body
1. The independent audit body shall issue an audit opinion
on the yearly management declaration referred to in
(c) specify the reporting requirements for the national agency.
Article 60(5) of Regulation (EU, Euratom) No 966/2012.
2. The
independent
audit
body
shall:
4. The
Commission
shall
each
year
make
the
following
Programme funds available to the national agency:
(a) have the necessary professional competence to carry out
public sector audits;
(a) funds for grant support in the Member State concerned for
the actions of the Programme the management of which is
entrusted to the national agency;
(b) ensure that its audits take account of internationally
accepted audit standards;
(b) a financial contribution in support of the Programme
(c) not be in a position of conflict of interest with regard to the
management tasks of the national agency. This shall be
legal entity of which the national agency forms part. In
provided in the form of a flat-rate contribution to the oper
particular, it shall be independent, in terms of its functions,
ational costs of the national agency and shall be established
of the legal entity of which the national agency forms part.
on the basis of the amount of Union funds for grant
support entrusted to the national agency.
3. The independent audit body shall give the Commission
and its representatives, as well as the Court of Auditors, full
5. The
Commission
shall
set
the
requirements
for
the access to all documents and reports in support of the audit
national agency work programme. The Commission shall not
opinion that it issues on the national agency's yearly
make Programme funds available to the national agency until
management declaration.
the Commission has formally approved the national agency's
work programme.
CHAPTER IX
Control system
6. On the basis of the compliance requirements for national
agencies referred to in Article 27(4), the Commission shall
Article 31
review the national management and control systems, in
particular on the basis of the ex-ante compliance assessment
Principles of the control system
provided to it by the national authority, the national agency's
1. The
Commission
shall
take
appropriate
measures
ensuring
yearly management declaration and the opinion of the inde
that, when actions financed under this Regulation are imple
pendent audit body thereon, taking due account of the yearly
mented, the financial interests of the Union are protected by
information provided by the national authority on its moni
the application of measures to prevent fraud, corruption and
toring and supervision activities with regard to the Programme.
any other illegal activities, by effective controls and, if irregu
larities are detected, by the recovery of the amounts wrongly
paid and, where appropriate, by effective, proportionate and
7. After
assessing
the
yearly
management
declaration
and
the dissuasive penalties.
opinion of the independent audit body thereon, the
Commission shall address its opinion and observations
thereon to the national agency and the national authority.
2. The
Commission
shall
be
responsible
for
the
supervisory
controls with regard to the Programme actions and activities
managed by the national agencies. It shall set the minimum
requirements for the controls by the national agency and the
8.
In the event that the Commission cannot accept the yearly
independent audit body.
management declaration or the independent audit opinion
thereon, or in the event of unsatisfactory implementation by
the national agency of the Commission's observations, the
Commission may implement any precautionary and corrective
3. The
national
agency
shall
be
responsible
for
the
primary
measures necessary to safeguard the Union's financial interests
controls of grant beneficiaries for the Programme actions and
in accordance with Article 60(4) of Regulation (EU, Euratom)
activities referred to in Article 28(3). Those controls shall give
No 966/2012.
reasonable assurance that the grants awarded are used as
intended and in compliance with the applicable Union rules.
9. The
Commission
shall
organise
regular
meetings
with
the 4. With regard to the Programme funds transferred to the
network of national agencies in order to ensure coherent imple
national agencies, the Commission shall ensure proper coor
mentation of the Programme across all Programme countries.
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national agencies, on the basis of the single audit principle and
3. The
delegation
of
power
referred
to
in
Article
33
may
be
following a risk-based analysis. This provision shall not apply to
revoked at any time by the European Parliament or by the
investigations carried out by the European Anti-Fraud Office
Council. A decision to revoke shall put an end to the delegation
(OLAF).
of the power specified in that decision. It shall take effect the
day following the publication of the decision in the Official
Journal of the European Union or at a later date specified
Article 32
therein. It shall not affect the validity of any delegated acts
already in force.
Protection of the financial interests of the Union
1. The
Commission
or
its
representatives
and
the
Court
of
Auditors shall have the power to conduct audits, on the basis of
4. As
soon
as
it
adopts
a
delegated
act,
the
Commission
shall
documents and on the spot, in relation to all grant beneficiaries,
notify it simultaneously to the European Parliament and to the
contractors, subcontractors and other third parties who have
Council.
received Union funds. They may also conduct audits and
carry out controls in relation to the national agencies.
5. A
delegated
act
adopted
pursuant
to
Article
33
shall
enter
into force only if no objection has been expressed either by the
European Parliament or the Council within a period of two
2. OLAF
may
carry
out
on-the-spot
controls
and
inspections months of notification of that act to the European Parliament
of economic operators concerned directly or indirectly by such
and the Council or if, before the expiry of that period, the
funding in accordance with the procedure laid down in Council
European Parliament and the Council have both informed the
Regulation (Euratom, EC) No 2185/96 ( 1 ), with a view to estab
Commission that they will not object. That period shall be
lishing whether there has been fraud, corruption or any other
extended by two months at the initiative of the European
illegal activity affecting the financial interests of the Union in
Parliament or of the Council.
connection with a grant agreement or grant decision or a
contract concerning Union funding.
Article 35
3. Without
prejudice
to
paragraphs
1
and
2,
cooperation
Implementation of the Programme
agreements with third countries and international organisations,
In order to implement the Programme, the Commission shall
and grant agreements, grant decisions and contracts resulting
adopt annual work programmes by way of implementing acts
from the implementation of this Regulation, shall expressly
in accordance with the examination procedure referred to in
empower the Commission, the Court of Auditors and OLAF
Article 36(3). Each annual work programme shall ensure that
to conduct such audits and carry out on-the-spot controls
the general and specific objectives set out in Articles 4, 5, 11
and inspections.
and 16 are implemented annually in a consistent manner and
shall outline the expected results, the method of implementation
and its total amount. The annual work programmes shall also
CHAPTER X
contain a description of the actions to be financed, an indi
Delegation of powers and implementing provisions
cation of the amount allocated to each action and of the
distribution of funds between the Member States for the
actions to be managed through the national agencies, and an
Article 33
indicative implementation timetable. They shall include, in the
Delegation of powers to the Commission
case of grants, the maximum rate of co-financing, which shall
take into account the specificities of the target groups, in
In order to place the management of tasks at the most appro
particular their co-financing capacity and the possibilities of
priate level, the Commission shall be empowered to adopt
attracting funding from third parties. In particular, for actions
delegated acts in accordance with Article 34 concerning the
targeting organisations with limited financial capacities, the rate
amendment of Article 28(3), but only in respect of providing
of co-financing shall be set at least at 50 %.
for additional actions to be managed by the national agencies.
Article 36
Article 34
Committee procedure
Exercise of the delegation
1. The
Commission
shall
be
assisted
by
a
committee.
That
1. The
power
to
adopt
delegated
acts
is
conferred
on
the committee shall be a committee within the meaning of Regu
Commission subject to the conditions laid down in this Article.
lation (EU) No 182/2011.
2.
The power to adopt delegated acts referred to in Article 33
2. The
committee
may
meet
in
specific
configurations
to
deal
shall be conferred on the Commission for the duration of the
with sectoral issues. Where appropriate, in accordance with its
Programme.
rules of procedure and on an ad hoc basis, external experts,
including representatives of the social partners, may be invited
to participate in its meetings as observers.
( 1 ) Council Regulation (Euratom, EC) No 2185/96 of 11 November
1996 concerning on–the–spot checks and inspections carried out
by the Commission in order to protect the European Communities'
financial interests against fraud and other irregularities (OJ L 292,
3. Where
reference
is
made
to
this
paragraph,
Article
5
of
15.11.1996, p. 2).
Regulation (EU) No 182/2011 shall apply.

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CHAPTER XI
3. Member States shall ensure at national level the
unimpeded transition between the actions carried out in the
Final provisions
context of the previous programmes in the fields of lifelong
learning, youth and international cooperation in higher
Article 37
education and those to be implemented under the Programme.
Repeal and transitional provisions
1.
Decisions No 1719/2006/EC, No 1720/2006/EC and
Article 38
No 1298/2008/EC shall be repealed with effect from
1 January 2014.
Entry into force
This Regulation shall enter into force on the day following that
2. Actions initiated on or before 31 December 2013 on the
of its publication in the Official Journal of the European Union.
basis of Decisions No 1719/2006/EC, No 1720/2006/EC and
No 1298/2008/EC shall be administered, where relevant, in
conformity with the provisions of this Regulation.
It shall apply from 1 January 2014.
This Regulation shall be binding in its entirety and directly applicable in all Member States.
Done at Strasbourg, 11 December 2013.
For the European Parliament
For the Council
The President
The President
M. SCHULZ
V. LEKEVIIUS

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ANNEX I
INDICATORS FOR THE EVALUATION OF THE PROGRAMME
The Programme will be monitored closely on the basis of a set of indicators intended to measure the extent to which the
general and specific objectives of the Programme have been achieved and with a view to minimising administrative
burdens and costs. To that end, data will be collected as regards the following set of key indicators:
Europe 2020 headline
The percentage of 18-24 year-olds with only lower-secondary education who are not
education target
enrolled in education or training
The percentage of 30-34 year-olds with completed tertiary or equivalent education
Mobility benchmark, in line The percentage of higher education graduates who have had a period of higher
with the Council conclusions education-related study or training (including work placements) abroad
on a benchmark for learning
mobility
The percentage of 18-34 year-olds with an initial vocational education and training
qualification who have had an initial vocational education and training-related study
or training period (including work placements) abroad
Quantitative (general)
The number of staff supported by the Programme, by country and by sector
The number of participants with special needs or fewer opportunities
The number and type of organisations and projects, by country and by action
Education and training The
number
of
pupils,
students
and
trainees
participating
in
the
Programme,
by
country,
sector, action and gender
The number of higher education students receiving support to study in a partner
country, as well as the number of students from a partner country coming to study
in a Programme country
The number of partner country higher education institutions involved in mobility and
cooperation actions
The number of users of Euroguidance
The percentage of participants who have received a certificate, diploma or other kind of
formal recognition of their participation in the Programme
The percentage of participants declaring that they have increased their key competences
The percentage of participants in long-term mobility declaring that they have increased
their language skills
Jean Monnet The
number
of
students
receiving
training
through
Jean
Monnet
activities
Youth The
number
of
young
people
engaged
in
mobility
actions
supported
by
the
Programme,
by country, action and gender
The number of youth organisations from both Programme countries and partner
countries involved in international mobility and cooperation actions
The number of users of the Eurodesk network
The percentage of participants who have received a certificate – for example a Youthpass
–, diploma or other kind of formal recognition of their participation in the Programme

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The percentage of participants declaring that they have increased their key competences
The percentage of participants in voluntary activities declaring that they have increased
their language skills
Sport
Size of membership of sport organisations applying for, and taking part in, the
Programme, by country
The percentage of participants who have used the results of cross-border projects to:
(a) combat threats to sport;
(b) improve good governance and dual careers;
(c) enhance social inclusion, equal opportunities and participation rates

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L 347/72
EN
Official Journal of the European Union
20.12.2013
ANNEX II
TECHNICAL INFORMATION CONCERNING THE STUDENT LOAN GUARANTEE FACILITY
1. Selection of financial intermediaries
Following a call for expressions of interest, financial intermediaries shall be selected in conformity with best market
practice, having regard to, inter alia:
(a) the volume of financing to be made available to students;
(b) the most favourable possible terms offered to students, subject to compliance with the minimum standards of
lending as set out in paragraph 2;
(c) access to finance by all residents of Programme countries as referred to in Article 24(1);
(d) fraud prevention measures; and
(e) adherence to Directive 2008/48/EC of the European Parliament and of the Council ( 1 ).
2. Protection for borrowers
The following safeguards are the minimum terms which must be provided by financial intermediaries wishing to
provide student loans guaranteed by the Student Loan Guarantee Facility:
(a) no collateral or parental guarantee shall be requested;
(b) loans shall be granted on a non-discriminatory basis;
(c) as part of the assessment process, the financial intermediary shall consider the student's risk of over-indebtedness,
taking into account levels of accrued debt and any judicial decision relating to an unpaid debt; and
(d) repayment shall be based upon a hybrid model combining 'mortgage-based' standardised payments with social
safeguards, in particular:
(i) an interest rate that is significantly lower than the market rate;
(ii) an initial grace period before the commencement of repayments, lasting a minimum of 12 months after the
end of the study programme or, where national law does not provide for such delays, a provision whereby
nominal repayments are to be made during that 12-month period;
(iii) a provision for a 'repayment holiday' of a minimum duration of 12 months over the lifetime of the loan,
which can be invoked at the graduate's request, or, where national law does not provide for such delays, a
provision whereby nominal repayments are to be made during that 12-month period;
(iv) an option to defer the payment of interest during the study period;
(v) insurance against death or disability; and
(vi) no penalties for early total or partial repayment.
Financial intermediaries may offer income-contingent repayments, as well as improved terms such as longer grace
periods, longer 'repayment holidays' or later maturity, to take into account specific needs of graduates, such as those
who subsequently pursue doctoral studies, or to allow graduates more time in which to find employment. The
provision of such improved terms shall be taken into consideration in the procedure for the selection of financial
intermediaries.
3. Monitoring and evaluation
The Student Loan Guarantee Facility shall be subject to monitoring and evaluation, as referred to in Article 21 of this
Regulation, and on the basis of Article 140(8) of Regulation (EU, Euratom) No 966/2012.
( 1 ) Directive 2008/48/EC of the European Parliament and of the Council of 23 April 2008 on credit agreements for consumers and
repealing Council Directive 87/102/EEC (OJ L 133, 22.5.2008, p. 66).

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As part of this process, the Commission shall report on the effects of the Student Loan Guarantee Facility on
beneficiaries and on higher education systems. The Commission's report shall include, inter alia, data on, as well as
proposed measures to deal with any areas of concern with regard to:
(a) the number of students in receipt of loans backed by the Student Loan Guarantee Facility, including data on their
completion rates;
(b) the volume of lending contracted by financial intermediaries;
(c) the level of interest rates;
(d) outstanding debt and default levels, including any measures taken by financial intermediaries against those who
default on their loans;
(e) fraud prevention measures taken by financial intermediaries;
(f) the profile of students supported, including their socio-economic background, subject of study, country of origin
and country of destination, in accordance with national data protection legislation;
(g) geographical balance of uptake; and
(h) geographical coverage of financial intermediaries.
Notwithstanding the powers conferred on the European Parliament and the Council by Article 140(9) of Regulation
(EU, Euratom) No 966/2012, the Commission shall consider proposing appropriate regulatory changes, including
legislative changes, if the predicted market uptake or the participation of financial intermediaries is not satisfactory.
4. Budget
The budgetary allocation shall cover the full cost of the Student Loan Guarantee Facility, including payment
obligations towards participating financial intermediaries calling upon the partial guarantees and management fees
for the EIF.
The budget assigned to the Student Loan Guarantee Facility, as referred to in point (c) of Article 18(2), shall be no
more than 3,5 % of the total budget for the Programme.
5. Visibility and awareness-raising
Each participating financial intermediary shall contribute to the promotion of the Student Loan Guarantee Facility by
providing information to prospective students. To that end, the Commission shall, inter alia, provide national agencies
in Programme countries with the necessary information to enable them to act as conduits for information concerning
the Student Loan Guarantee Facility.

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