COD1998/195: Education, training: Community action programme Socrates, 2nd phase 2000-2004

http://www.europarl.europa.eu/oeil/popups/ficheprocedure.do?reference=1998/0195(COD)&l=en

*Mattila and Lane’s coding of voting outcome: 1 (NO VOTE) and it is under QMV.

*NOTE:

1. The online link to Council Common Position in EU website is broken. So, I couldn’t get any access to the text of Council Common Position.

2. EP 3RD READING approved the Joint Text. So, I don’t repeat this legislative step here.

3. Final Act adopted the Joint Text. So, I don’t repeat this legislative step here.

#^1. Recital 1 in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text lessens the tone for the aim of the measure by replacing “the highest possible level of knowledge” with “the development of quality education.”

ORIGINAL PROPOSAL (Recital 1):Whereas the Treaty establishing the European Community stipulates that the latter's action shall inter alia contribute to the development of quality education and training; whereas this was resolutely reiterated by the Amsterdam Treaty signed on 2 October 1997, which states that the Community's objective is also to promote the highest possible level of knowledge for its peoples through wide access to education and through a continuous updating of knowledge;

CONCILIATION COMMITTEE JOINT TEXT (Recital 1)::Whereas the Treaty establishing the European Community provides that the latter’s action shall contribute, inter alia, to the development of quality education and training; whereas measures under this programme should promote the European dimension of education and contribute to the development of quality education with a view to encouraging life-long learning;

RED / RED

#^2. Recital 2 in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text got rid of the phrase “as amended by Decision No 576/98/EC” from the Original Proposal.

ORIGINAL PROPOSAL (Recital 2):Whereas Decision No 819/95/EC of the European Parliament and of the Council, as amended by Decision No 576/98/EC, establishes the Community action programme Socrates;

CONCILIATION COMMITTEE JOINT TEXT (Recital 2)::

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Whereas by Decision No 819/95/EC the European Parliament and the Council established the Community action programme SOCRATES;

#^3. Recital 3 in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text replaces the phrase, “adopted a coordinated employment strategy in which” with the phrase, “recognized that” and also replaces the phrase, “have a fundamental role to play in implementing guidelines for” with the phrase, “can make an important contribution to.”

ORIGINAL PROPOSAL (Recital 3):Whereas the extraordinary European Council on Employment held in Luxembourg on 20 and 21 November 1997 adopted a coordinated employment strategy in which lifelong education and training have a fundamental role to play in implementing guidelines for the Member States' employment policies in order to enhance employability, adaptability, and the culture of entrepreneurship and to promote equal opportunities;

CONCILIATION COMMITTEE JOINT TEXT (Recital 3)::Whereas the extraordinary European Council on Employment held in Luxembourg on 20 and 21 November 1997 recognised that lifelong education and training can make an important contribution to the Member States' employment policies in order to enhance employability, adaptability and the culture of entrepreneurship and to promote equal opportunities;

#4. Recital 4 in EP 1 st Reading (important)

EP 1st reading added the EP as an agent who set out guidelines along with the Commission. However, the Commission didn’t adopt this change and rephrased “in a context of simplified procedure” as “in order to make it easier for all the target groups to have access to the programme, it has decided to simplify the application and selection procedure.” However, the Conciliation Committee Joint Text deleted the latter part of the phrase, starting from “defining six types~”

ORIGINAL PROPOSAL (Recital 4): Whereas the Commission in its communication “Towards a Europe of Knowledge” set out guidelines on the gradual creation of an open and dynamic European education area capable of achieving the objective of lifelong education and training, defining six types of measures to be developed at Community level, focusing on transnational cooperation and designed to bring added value to the action taken by the Member States, in full respect of the principle of subsidiarity, and in a context of simplified procedures;

CONCILIATION COMMITTEE JOINT TEXT (Recital 4):Whereas, in its communication "Towards a Europe of Knowledge", the Commission set out guidelines for the creation of an open and dynamic European education area capable of achieving the objective of life-long education and training; [DELETED THE LAST PART]

RED / RED

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#5. Recital 5 in EP 1 st Reading (important)

EP 1st reading adds the last phrase calling for attaining a participation rate of at least 10 % of the target groups at whom the programme is aimed. Amended Proposal elaborates “the target groups” by stating “schools in Cornelius and students in mobility actions under Erasmus.” Conciliation Committee Joint Text relocated this 10% requirement to Recital 6.

ORIGINAL PROPOSAL (Recital 5): Whereas the White Paper Teaching and learning Towards the learning society states that the emergence of the learning society entails encouraging the acquisition of new knowledge and to this end providing motivation to learn at every opportunity; and whereas the Green Paper education, training, research: the obstacles to transnational mobility highlighted the advantages mobility brings to people and competitiveness in the Union;

CONCILIATION COMMITTEE JOINT TEXT (Recital 5):Whereas, in its White Paper "Teaching and learning – Towards the learning society", the Commission stated that the emergence of the learning society entails encouraging the acquisition of new knowledge and to this end providing motivation to learn at every opportunity; and whereas, in its Green Paper "Education, training, research: the obstacles to transnational mobility", the Commission highlighted the advantages of mobility for people and competitiveness in the European Union;

Conciliation Committee Joint Text (Recital 6(new)): Whereas the Commission’s aim, in line with the European Parliament’s wish, is to attain a participation rate of around 10% of schools under the Comenius action and of around 10% of students in the mobility activities under the Erasmus action;

GREEN / WHITE

#^6. Recital 6 in Amended Proposal (important)

Amended Proposal added “discrimination” to inequality as something to be removed. Conciliation Committee Joint Text removed one of its goals calling for “strengthening the links between measures pursued under this programme.” It rephrased one of its goals by calling for “promoting equality” instead of “removing all forms of discrimination and inequality.” It adds one more goal asking for “special attention to be given to persons with special needs.”

ORIGINAL PROPOSAL (Recital 6): Whereas there is a need to promote active citizenship, to strengthen the links between measures pursued under this programme, and to step up the fight against exclusion in all its forms, including racism and xenophobia; whereas special attention should be focused on removing all forms of inequality and on promoting equal opportunities for women and men;

Conciliation Committee Joint Text (Recital 7):

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Whereas there is a need to promote active citizenship and to step up the fight against exclusion in all its forms, including racism and xenophobia; whereas special attention should be focused on promoting equality and furthering equal opportunities for women and men; whereas special attention should be given to persons with special needs;

GREEN / BLUE

#^7. Recital 7 in Amended Proposal (important)

Amended Proposal slightly changes the wording of “implementing a knowledge policy” to “promotion of a Europe of knowledge.” Conciliation Committee Joint Text did this again by replacing it with “to promoting a Europe of knowledge.”

ORIGINAL PROPOSAL (Recital 7): Whereas the Parliament and the Council in their Decision No XXX/99/EC [Youth] and the Council in its Decision No XXX/99/EC [Training], have established Community action programmes for the youth and training fields respectively, which contribute together with the Socrates programme to implementing a knowledge policy;

Conciliation Committee Joint Text (Recital 8): Whereas the European Parliament and the Council, in their Decision No XXX/99/EC on Youth, and the Council, in Decision No 382/99/EC on Training, have established Community action programmes for the youth and training fields respectively, which contribute, together with the SOCRATES programme, to promoting a Europe of knowledge;

HARD TO TELL / WHITE

#8. Recital 8 in EP 1 ST Reading (important)

EP 1ST Reading lays out the Commission along with the Member States as agent to ensure a coherence and a complementarity and it adds “research” as another domain where this coherence and complementarity should be ensured. Amended Proposal added “development” and “audio-visual media” as additional domains. Conciliation Committee Joint Text replaced “conjunction” with “cooperation” and “interventions” with “policies, instruments, and actions.” And it deleted the detailed examples of domains.

ORIGINAL PROPOSAL (Recital 8): Whereas it is necessary, in order to reinforce the value added of Community action to ensure, at all levels, a coherence and a complementarity between the actions implemented in the framework of the present decision and the Community interventions, in particular in the domains of culture, audiovisual,

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the completion of the single market, the environment, consumer protection, the information society, SMEs, social policies, employment and public health;

Conciliation Committee Joint Text (Recital 9): Whereas it is necessary, in order to reinforce the added value of Community action, that the Commission, in cooperation with the Member States, should ensure, at all levels, a coherence and a complementarity between the actions implemented in the framework of this Decision and other relevant Community policies, instruments and actions;

RED / RED

#9. Recital 8a (new) in EP 1 st Reading (important)

EP 1ST Reading newly introduced Recital 8a and Amended Proposal replaced the phrase, “it is necessary to provide for the possibility of” with the one, “provision should be made for.” However, Conciliation Committee Joint Text went back to EP 1ST reading with the deletion of the part involving “international cooperation.”

Conciliation Committee Joint Text (Recital 10): Whereas it is necessary to provide for the possibility of organising joint activities involving the SOCRATES programme and other Community programmes or actions that have an educational dimension, thus encouraging synergies and reinforcing the added value of Community action;

GREEN / GREEN

#^10. Recital 9 in Original Proposal (important)

Conciliation Committee Joint Text deleted the whole recital asking for the Commission’s proposal for reforming the Structural Funds from the Original Proposal.

ORIGINAL PROPOSAL (Recital 9):Whereas the Commission's proposals for reforming the Structural Funds, particularly the European Social Fund, and the Community initiatives stemming therefrom, are based on objectives designed to support the adaptation and modernisation of policies and systems relating to education, training and employment;

Conciliation Committee Joint Text: DELETED

RED / RED

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#^11. Recital 11(new) in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text (Recital 11(new)): Whereas the Agreement on the European Economic Area (EEA Agreement) provides for greater cooperation in the field of education, training and youth between the European Community and its Member States, on the one hand, and the countries of the European Free Trade Association participating in the European Economic Area (EFTA/EEA countries), on the other;

#^12. Recital 12 in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text requires additional condition calling for “funded by additional appropriation.” EP 2nd reading mostly adopted this but it took out the condition for Cyprus by getting rid of the phrase, “under the same conditions as those applied to the EFTA/EEA countries.” ORIGINAL PROPOSAL (Recital 10):Whereas provision should be made to open up this programme to participation by the associated Central and Eastern European countries, in accordance with the conditions established in the relevant association agreements, notably the association agreements and the additional protocols to these agreements, to Cyprus on the same terms as those applied to the EFTA/EEA countries as well as to Turkey and Malta according to procedures to be agreed with those countries;

EP 2ND READING (Recital 12): Whereas provision should be made to open up this programme to participation of the associated Central and Eastern European countries (CEEC), in accordance with the conditions established in the Europe Agreements, in their additional protocols and in the decisions of the respective Association Councils, of Cyprus, funded by additional appropriations in accordance with the procedures to be agreed with that country, as well as of Malta and Turkey, funded by additional appropriations in accordance with the provisions of the Treaty;

#13. Recital 11 in EP 1 st Reading (not important)

EP 1ST READING added the last phrase calling for external evaluation to be conducted by independent and impartial bodies. Amended Proposal slightly changed this wording and took out “impartial.” Conciliation Committee Joint Text replaced the word, “continuously” with “regularly” and regarding the last phrase, it went back to EP 1ST Reading.

ORIGINAL PROPOSAL (Recital 11):Whereas this programme should be monitored and continuously evaluated in cooperation between the Commission and the Member States in order to allow for readjustments, particularly in the priorities for implementing the measures;

Conciliation Committee Joint Text (Recital 13): Whereas this programme should be regularly monitored and evaluated in cooperation between the Commission and the Member States in order to allow for readjustments, particularly in the priorities for

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implementing the measures; whereas the evaluation should include an external evaluation to be conducted by independent, impartial bodies;

#^14. Recital 12 in Amended Proposal (important)

Amended Proposal added the last phrase calling for the Member States’ role to develop and strengthen arrangements. However, Conciliation Committee Joint Text did not accept this change.

ORIGINAL PROPOSAL (Recital 12):Whereas, in accordance with the principles and proportionality as defined in Article 3b of the Treaty, the objectives of the proposed action concerning the contribution of European cooperation to quality education cannot be sufficiently achieved by the Member States because inter alia of the need for multilateral partnerships, multilateral mobility of people and Community-wide exchange of information, and can therefore be better achieved by the Community thanks to the transnational dimension of Community actions and measures; whereas this Decision does not go beyond what is necessary to achieve these objectives;

Conciliation Committee Joint Text (Recital 14): Whereas, in accordance with the principles of subsidiarity and proportionality as defined in Article 3b of the Treaty, since the objectives of the proposed action concerning the contribution of European cooperation to quality education cannot be sufficiently achieved by the Member States, inter alia, because of the need for multilateral partnerships, multilateral mobility and Community-wide exchanges of information, they can therefore be better achieved by the Community owing to the transnational dimension of the Community actions and measures; whereas this Decision does not go beyond what is necessary to achieve those objectives;

HARD TO TELL / WHITE

#15. Recital 12a (new) in EP 1 ST Reading (important)

Slight wording changes…

Conciliation Committee Joint Text (Recital 15): Whereas improvement of the European Credit Transfer System (ECTS) is an effective means of ensuring that mobility fully attains its objectives; whereas universities participating in the programme are to be encouraged to make the the widest possible use of the ECTS;

GREEN / GREEN

#^16. Recital 16 in Conciliation Committee Joint Text (not important)

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Slight wording changes…

ORIGIANL PROPOSAL (Recital 13):Whereas this Decision establishes, for the entire duration of the programme, a financial framework offering the budgetary authority the principal point of reference, within the meaning of point 1 of the Declaration by the European Parliament, the Council and the Commission of 6 March 1995 18, during the annual budgetary procedure;

Conciliation Committee Joint Text (Recital 16): Whereas this Decision lays down, for the entire duration of the programme, a financial framework constituting the principal point of reference, within the meaning of point 1 of the Declaration by the European Parliament, the Council and the Commission of 6 March 1995, for the budgetary authority, during the annual budgetary procedure;

#^17. Recital 17 in Conciliation Committee Joint Text (not important)

Original Proposal states that an agreement among the EP, Council and the Commission on the implementing measures to be adopted was reached in 1994. Conciliation Committee Joint Text calls for implementing measures to be adopted following the 1999 Council Decision.

ORIGIANL PROPOSAL (Recital 14):Whereas an agreement on a modus vivendi between the European Parliament, the Council and the Commission concerning the implementing measures for acts adopted in accordance with the procedure laid down in Article 189b of the EC Treaty was reached on 20 December 1994.

Conciliation Committee Joint Text (Recital 17): Whereas implementing measures have to be adopted following the Council Decision 1999/468/EC of 28th June 1999 laying down the procedures for the exercise of implementing powers conferred on the Commission.

#^18. Article 1(2) in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text expands the period of implementation from 2004 to 2006.

ORIGIANL PROPOSAL (Article 1(2)):This programme shall be implemented in the period starting on 1 January 2000 and ending on 31 December 2004.

Conciliation Committee Joint Text (Article 1(2)): This programme shall be implemented over the period starting on 1 January 2000 and ending on 31 December 2006.

RED / RED

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#^19. Article 1(3) in Amended Proposal (not important)

Amended Proposal mostly adopted the Original Proposal but it further defines “the full exercise of citizenship” as” active citizenship and employability.” Council Common Position mostly adopted this but it added one condition such that promoting life-long learning to be based on formal and informal education. EP 2nd reading mostly adopted it, so did Counciliation Committee Joint Text.

ORIGINAL PROPOSAL (Article 1(3)): This programme shall contribute to the Community's knowledge policy through the implementation of a European education area fostering and development of lifelong education and training. It shall permit the development of the knowledge and skills conducive to the full exercise of citizenship

Conciliation Committee Joint Text (Article 1(3)): This programme shall contribute to the promotion of a Europe of knowledge through the development of the European dimension in education and training by promoting life-long learning, based on formal and informal education, and training. It shall support the building up of the knowledge, skills and competences likely to foster active citizenship and employability.

#^20. Article 1(4) in Amended Proposal (not important)

Amended Proposal added the word, “training” and Conciliation Committee Joint Text adopted it.

ORIGINAL PROPOSAL (Article 1(4)): This programme shall support and supplement action taken by and in the Member States, while fully respecting their responsibility for the content of the education and the organisation of education systems, and their cultural and linguistic diversity.

Conciliation Committee Joint Text (Article 1(4)): This programme shall support and supplement action taken by and in the Member States, while fully respecting their responsibility for the content of education and the organisation of education and training systems, and their cultural and linguistic diversity. [SAME AS AMENDED PROPOSAL]

#21. Article 2(1) in EP 1 ST Reading (important)

EP 1ST Reading adds the phrase, “and encourage lifelong learning.” It detailed the Original Proposal’s “dissemination of languages” by elaborating it as “encouraging the acquisition of language skills (by learning two other Community languages, one of which should be of a neighboring country) and knowledge of other cultures.” In addition, it adds its emphasis on learning languages. Amended Proposal adds “training” on top of “education.” It, however, mostly came back to Original Proposal when it comes to granting wider access to resources and dissemination of languages. And it expands to include “equal opportunities” rather than focusing on “gender balance.” It deleted the part concerning learning languages in terms of promoting innovations; instead, it states innovations in educational practices and materials. Council Common Position revised the provision (b) similar to what EP 1ST Reading has proposed. However, it stresses more minority language as opposed to neighboring language and intercultural understanding. EP 2nd Reading adopted this change but reintroduced its emphasis on neighboring country’s language. Conciliation Committee Joint Text did not adopt EP 2nd Reading’s proposal but it adopted Council Common Position so that it stresses only the importance of minority languages. It also introduced the need to explore common policy interests in education.

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ORIGINAL PROPOSAL (Article 2(1)): In order to contribute to the development of quality education, while fully respecting the responsibility of the Member States, the aims of the programme shall be:

(a) to strengthen the European dimension in education at all levels, in particular by granting wider access to European educational resources and through the teaching and dissemination of languages, while promoting a better gender balance throughout all fields of education;

(b) to promote cooperation in the field of education, in particular by encouraging exchanges between educational institutions and by promoting open and distance education;

(c) to help remove the obstacles to such cooperation, in particular by encouraging improvements in the recognition of diplomas and periods of study, and by developing the exchange of information;

(d) to encourage innovation, in particular where such innovation is associated with new technologies

Conciliation Committee Joint Text (Article 2): In order to contribute to the development of quality education and encourage life-long learning, while fully respecting the responsibility of the Member States, the objectives of the programme shall be:

(a) to strengthen the European dimension in education at all levels and to facilitate wide transnational access to educational resources in Europe while promoting equal opportunities throughout all fields of education;

(b) to promote a quantitative and qualitative improvement of the knowledge of the languages of the European Union, in particular those languages which are less widely used and less widely taught, so as to lead to greater understanding and solidarity between the peoples of the European Union and promote the intercultural dimension of education;

(c) to promote cooperation and mobility in the field of education, in particular by:– encouraging exchanges between educational institutions,– promoting open and distance learning,– encouraging improvements in the recognition of diplomas and periods of study,– developing the exchange of information and to help remove the obstacles in this regard;(d) to encourage innovation in the development of educational practices and materials including, where appropriate, the use of new technologies, and to explore matters of common policy interest in the field of education.

GREEN / GREEN

#22. Article 2(2) in EP 1 ST Reading (important)

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EP 1ST Reading added the phrase, calling for “incorporating the notion of mainstreaming in all actions with the help of positive actions.” Amended Proposal mostly adopted it with slight wording change and it added the phrase, calling for “the removal of all forms of social discrimination.” Conciliation Committee Joint Text deleted the whole provision. ORIGINAL PROPOSAL (Article 2(2)): In implementing these objectives, the Commission and the Member States shall ensure that action under the programme is consistent with the Communitys other actions and policies, particularly with regard to employment, to the removal of inequalities, to equal opportunities for women and men, and to social policy.

Conciliation Committee Joint Text: Deleted.

RED / RED

#23. Article 3(1) in EP 1 ST Reading (important)

EP 1ST Reading added one more mean such as “horizontal measures” in the introduction. It renamed the action on education and multimedia as Minerva rather than Atlas. It deleted the last three actions and replaced them with “horizontal measures.” Amended Proposal only adopted the changes in the name of the action on education and multimedia. Conciliation Committee Joint Text adopted Amended Proposal but with more elaboration on several actions in detail. It included “adult education” in Grundtvig and “Open and distance learning; information and communication technologies in the field of education” in Minerva.

ORIGINAL PROPOSAL (Article 3(1)):1. The aims of this programme shall be pursued through the following actions, the operational

content and the application procedures of which are described in the Annex:(a) school education (Comenius);(b) higher education (Erasmus);(c) other educational pathways (Grundtvig);(d) teaching and learning of languages (Lingua);(e) education and multimedia (Atlas);(f) observation and innovation;(g) joint actions;(h) accompanying measures.

Conciliation Committee Joint Text (Article 3(1)): 1. The objectives of this programme as set out in Article 2 shall be pursued by means of the following actions, the operational content and the application procedures of which are described in the Annex:Action 1 School education (Comenius);Action 2 Higher education (Erasmus);Action 3 Adult education and other educational pathways (Grundtvig);Action 4 Teaching and learning of languages (Lingua);

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Action 5 Open and distance learning; information and communication technologies in the field of education (Minerva);Action 6 Observation and innovation;Action 7 Joint actions;Action 8 Accompanying measures.

GREEN / GREEN

#^24. Article 3(2)(b)(f)(last paragraph) in Amended Proposal (important)

Amended Proposal revised (b) by replacing Original Proposal’s emphasis on “multimedia” with its own focus on “information and communication technologies.” In (f), it added two more means and the last paragraph calling for special attention to any projects combining the two or more measures. Conciliation Committee Joint Text mostly adopted Amended Proposal with slight wording change but deleted the last paragraph in (f).

ORIGINAL PROPOSAL (Article 3(2)(b)(f)):

The actions shall be implemented through the following types of measure, in the form of operations which may use several of them in combination: (a) support for the mobility of people in the field of education in Europe;(b) promotion of virtual mobility in the context of education, particularly by promoting access to educational multimedia;(c) support for the development of European-level cooperation networks permitting the mutual exchange of experience and good practice; (d) promotion of language skills and understanding of different cultures; (e) support for innovatory pilot projects based on transnational partnerships designed to develop innovation and quality in education in order to create educational products, instruments of skills accreditation or in order to test out any new approach;(f) the constant improvement of the Community terms of reference through support for the dissemination of good practice and through the observation and dissemination of innovation.

Conciliation Committee Joint Text (Article 3(2)): 2. These actions shall be implemented through the following types of measures, in the form of transnational operations which may combine several of the measures:(a) support for the transnational mobility of people in the field of education in Europe;(b) support for the use of information and communication technologies (ICT) in education;(c) support for the development of transnational cooperation networks facilitating the exchange of experience and good practice;(d) promotion of language skills and understanding of different cultures;(e) support for innovatory pilot projects based on transnational partnerships designed to develop innovation and quality in education;(f) constant improvement of Community reference material through the

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– observation and analysis of national education policies,– observation and dissemination of good practice and innovation,– comprehensive exchange of information.

ORANGE / WHITE

#25. Article 4(1) in EP 1 ST Reading (important)

EP 1ST READING took out the phrase, “in particular” from the introduction. It relocated four more targets from (2) to (1). Amended Proposal added the phrase, “in accordance with definitions” in the introduction and adopted EP 1ST Reading’s relocation of four more targets. Conciliation Committee Joint Text did not adopt the changes in the introduction proposed by Amended Proposal and did not adopt this relocation, either. It further relieves restrictions by taking out “all” from the first and second targets and by asking for staffs “directly” involved in education and institutions to be specified by Member States.

ORIGINAL PROPOSAL (Article 4(1)):1. Under the conditions and in accordance with the definitions and arrangements for

implementation specified in the Annex, this programme is aimed in particular at:(a) all pupils, students or other learners;(b) all categories of staff involved in education; (c) all types of educational institutions;(d) the people and bodies responsible for education systems and policies at local, regional and

national level within the Member States.Conciliation Committee Joint Text (Article 4): 1. Under the conditions and arrangements for implementation specified in the Annex, this programme is aimed in particular at:(a) pupils, students or other learners;(b) staff directly involved in education;(c) all types of educational institutions specified by each Member State;(d) the persons and bodies responsible for education systems and policies at local, regional and national level within the Member States.

RED / GREEN

#26. Article 4(2) in EP 1 ST Reading (not important)

EP 1ST Reading deleted the introduction of the second paragraph in the Original Proposal and added “teachers’ and students’ associations” to (b) and it relocated this to the first paragraph of Article 4. Amended Proposal adopted it. Council Common Position replaced the fourth indent on “organisations of

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both sides of industry at all levels” with “social partners.” EP 2ND Reading revised in to include “social partners and their organizations at all levels.” Conciliation Committee Joint Text mostly adopted this but it reintroduced the introduction of the second paragraph of the Original Proposal and did not relocate this part to the first provision.

ORIGINAL PROPOSAL (Article 4(2)):2. Public or private bodies cooperating with educational institutions may also take part or be

actively involved in several actions under this programme, in particular:(a) local and regional bodies and organisations;(b) associations working in the field of education, including parents’ associations;(c) companies and consortia, trade organisations and Chambers of Commerce and Industry;(d) organisations of both sides of industry at all levels;(e) research centres and bodies.

Conciliation Committee Joint Text (Article 4): 2. Public or private bodies cooperating with educational institutions may also take part in appropriate actions under this programme, in particular:– local and regional bodies and organisations;– associations working in the field of education, including students', pupils', teachers' and parents' associations;– companies and consortia, trade organisations and Chambers of Commerce and Industry;– social partners and their organisations at all levels;– research centres and bodies.

#^27. Article 4(3) in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text deleted the third paragraph calling for Member States to draw up a list of institutions which are eligible for the pragramme. See Article 4(1)(c), stating “all types of educational institutions specified by each Member State” in this Joint Text.

ORIGINAL PROPOSAL (Article 4(3)):3. Every Member State shall draw up a list of universities, types of schools and other educational institutions eligible to participate in the programme.

Conciliation Committee Joint Text (Article 4): Deleting 3rd paragraph.

#^28. Article 5(1) in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text mostly adopted Original Proposal but with slight wording changes.

ORIGINAL PROPOSAL (Article 5(1)):1. The Commission shall ensure the implementation of the Community actions covered by this programme in accordance with the Annex.

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It shall consult both sides of industry and the competent associations in the field of education at European level and shall inform the Committee referred to in Article 7 of their opinions.

Conciliation Committee Joint Text (Article 5(1)): 1. The Commission shall– ensure the implementation of the Community actions covered by this programme in conformity with the Annex;– consult the social partners and relevant associations in the field of education at European level and shall inform the Committee referred to in Article 8 (1) of their opinions.

#^29. Article 5(2) in Original Proposal (important)

Conciliation Committee Joint Text deleted the entire provision calling for the Commission to implement what has been achieved under the first phase of the Socrates programme.

ORIGINAL PROPOSAL (Article 5(2)):In conjunction with the Member States, the Commission shall take the steps described in the Annex to make the best use of what has been achieved through the action undertaken under the first phase of the Socrates programme.

Conciliation Committee Joint Text: DELETED

RED / RED

#30. Article 5(3), first paragraph in EP 1 ST Reading (important)

EP 1st Reading got rid of the phrase calling for “in accordance with national practice” and it newly introduced the phrases, such as “in terms of the monitoring and evaluation” and “take steps to ensure that potential synergies with Other Community programmes are fully realized.” Amended Proposal mostly adopted it but with slight wording change. However, Conciliation Committee Joint Text reintroduced “national criteria” to relieve restrictions.

ORIGINAL PROPOSAL (Article 5(3)): The Member States shall take appropriate action to secure, nationally, the coordination, organisation and thefollow-up needed for the attainment of the objectives of this programme, involving all the parties concerned by education in accordance with national practice.

To this end, they shall set up an integrated management structure for the operational implementation of the programme's actions and shall ensure that appropriate information and publicity is provided on actions co- financed by the programme.

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COUNCIL COMMON POSITION: NO INFORMATION IS AVAILABLE…

Conciliation Committee Joint Text (Article 5(2)): 2. The Member States shall– take the necessary steps to ensure the efficient running of the programme at Member State level involving all the parties concerned in education in accordance with national practice;– establish an appropriate structure for the coordinated management of the implementation of the programme's actions at Member State level (SOCRATES national agencies);– endeavour to adopt such measures as they deem appropriate to remove legal and administrative obstacles to access to this programme;– take steps to ensure that potential synergies with other Community programmes are realized at Member State level.

GREEN / GREEN

#31. Article 5(4) in EP 1 ST Reading (important)

EP 1ST Reading newly added the past part detailing any obstables by mentioning “directly or indirectly discriminatory obstacles to mobility in the fields of social security and health care.” Amended Proposal replaced it with “for less favoured people.” Conciliation Committee Joint Text replaced it again by simply saying “legal and administrative obstacles.”

ORIGINAL PROPOSAL (Article 5(4)): Each Member State shall endeavour to take the necessary steps to ensure the efficient running of this programme and to take appropriate measures to remove any obstacles to access to it.

Conciliation Committee Joint Text (Article 5(2), third indent): – endeavour to adopt such measures as they deem appropriate to remove legal and administrative obstacles to access to this programme;

HARD TO TELL / GREEN

#^32. Article 5(3) in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text newly introduced the obligation of disseminating the results of the actions and information and publicity and follow-up.

ORIGINAL PROPOSAL (Article 5(5)):

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The Commission, in conjunction with the Member States, shall ensure the transition between those actions developed within the framework of the preceding "Socrates" programme in the field of education and those to be implemented under this programme.

Conciliation Committee Joint Text (Article 5(3)): 3. The Commission, in cooperation with the Member States, shall ensure– the transition between those actions carried out within the framework of the preceding programme in the field of education (SOCRATES, established by Decision No 819/95/EC) and those to be implemented under this programme;– the dissemination of the results of the actions undertaken within the framework of the preceding programme in the field of education (SOCRATES) and of those to be implemented under this programme;– appropriate information, publicity and follow-up with regard to actions supported by this programme.

GREEN / GREEN

#33. Article 6 in EP 1 ST Reading (important)

EP 1st Reading added more domains where joint actions can be implemented. Amended Proposal states the rules of implementation procedure and added one more domain of joint action. However, it deleted the last sentence calling for joint actions to be strongly encouraged. Conciliation Committee mostly adopted it but it added more detailed domain where joint action is possible.

ORIGINAL PROPOSAL (Article 6):As part of the process of building up a Europe of knowledge, the measures of this programme may be implemented as joint actions with other Community actions forming part of the knowledge policy, particularly Community programmes in the areas of vocational training and youth-related matters.

Conciliation Committee Joint Text (Article 6): As part of the process of building up a Europe of knowledge, the measures contained in this programme may be implemented in accordance with the procedures laid down in Article 8 (2) as joint actions with related Community programmes and actions, particularly Leonardo da Vinci and Youth as well as Community programmes in the field of research and development and new technologies.

GREEN / GREEN

#^34. Article 7(new) in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text newly introduced this provision asking the measures for the implementation of this Directive on the matters listed therein to be adopted according to the management procedure.

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Conciliation Committee Joint Text (Article 7): Implementing measures1. The measures to be taken for the implementation of this Decision concerning the matters listed below shall be adopted by use of the management procedure referred to in Article 8(2).a) the annual plan of work, including priorities, themes for joint actions and the selection criteria and procedures ;b) the financial support to be supplied by the Community (amounts, duration and recipients) and the general guidelines for implementing the programme ;c) the annual budget and the breakdown of funds among the different actions of the programme ;d) the breakdown of funds among the Member States for the actions to be managed on a decentralised basis ;e) the arrangements for monitoring and evaluating the programme and for the dissemination and transfer of results ;f) Commission proposals for project selection, including those under action 7 (Joint actions).2. The measures to be taken for the implementation of this Decision concerning all other matters shall be adopted by use of the advisory procedure referred to in Article 8(3).

GREEN / GREEN

#^35. Article 8(1) in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text got rid of all detailed requirement for the composition of the Committee.

ORIGINAL PROPOSAL (Article 7(1)(2)):1. The Commission shall be assisted by a committee composed of the representatives of the Member States and chaired by the representative of the Commission.

2. The committee shall be assisted by two subcommittees in the areas of school education and higher education. They shall be composed of representatives of the Member States. The Commission shall ensure coordination between the committee and the subcommittees. Specific questions may be referred to the subcommittees for final decision.

CONCILIATION COMMITTEE JOINT TEXT (Article 8(1)):1. The Commission shall be assisted by a Committee (hereinafter referred to as « the Committee »).

RED / RED

#^36. Article 7(3) in Original Proposal (important)

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Conciliation Committee Joint Text replaced the detailed rule of procedure laid out by Original Proposal with its referring to other provisions and its calling for the rules of procedure to be drawn by the Committee.

ORIGINAL PROPOSAL (Article 7(3)):3. The representative of the Commission shall submit to the committee a draft of the measures to be taken as regards: (a) the arrangements for implementing this programme, including where appropriate the annual plan of work for the implementation of the programme's actions; (b) the criteria applicable for establishing the indicative breakdown of funds among the Member States for the purpose of the actions to be managed on a decentralised basis; (c) the arrangements for evaluating the programme.

CONCILIATION COMMITTEE JOINT TEXT (Article 8(2)(3)(4)):2. Where reference is made to this paragraph, Articles 4 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof. The period provided for in Article 4(3) of Decision 1999/468/EC shall be two months.3. Where reference is made to this paragraph, Articles 3 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof.4. The Committee shall draw up its rules of procedure.

RED / GREEN

#37. Article 7(4) in EP 1 ST Reading (important)

EP 1ST READING allows the non-EU States participating in the programme to join the meetings of the Committee with an advisory vote. Amended Proposal did not adopted it and Conciliation Committee Joint Text replaced the whole provision with referring to relevant other provisions and calling for the rules of procedure to be drawn by the Committee.

ORIGINAL PROPOSAL (Article 7(4)):The committee shall deliver its opinion on the draft within a time-limit which the Chairman may lay downaccording to the urgency of the matter. The opinion shall be delivered by the majority laid down in Article 148(2) of the Treaty in the case of decisions which the Council is required to adopt on a proposal from the Commission. The votes of the representatives of the Member States within the Committee shall be weighted in the manner set out in that Article. The Chairman shall not vote.

CONCILIATION COMMITTEE JOINT TEXT (Articles 8(2)(3)(4)):2. Where reference is made to this paragraph, Articles 4 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof. The period provided for in Article 4(3) of Decision 1999/468/EC shall be two months.3. Where reference is made to this paragraph, Articles 3 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof.

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4. The Committee shall draw up its rules of procedure.

RED / GREEN

#38. Article 7(5), first subparagraph in EP 1 ST Reading (important)

EP 1ST READING added the EP along with the Council to be communicated by the Commission when the Commission’s measures are not in accordance with the Committee’s opinion. Amended Proposal did not adopt it. Conciliation Committee Joint Text replaced this whole provision with referring to other relevant provisions and calling for the rules of procedure to be drawn by the Committee.

ORIGINAL PROPOSAL (Article 7(5), first subparagraph): The Commission shall adopt measures which shall apply immediately. However, if these measures are not in accordance with the opinion of the committee, they shall be communicated by the Commission to the Council forthwith.

In that event, - the Commission may defer application of the measures which it has decided for a period of up

to one month from the date of such communication; - the Council, acting by a qualified majority, may take a different decision within the time-limit

referred to in the first indent.

CONCILIATION COMMITTEE JOINT TEXT (Articles 8(2)(3)(4)):2. Where reference is made to this paragraph, Articles 4 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof. The period provided for in Article 4(3) of Decision 1999/468/EC shall be two months.3. Where reference is made to this paragraph, Articles 3 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof.4. The Committee shall draw up its rules of procedure.

HARD TO TELL / GREEN

#39. Article 7(6), third subparagraph in EP 1 ST Reading (important)

EP 1ST READING adds more restriction by allowing all states participating in the programme regardless of their membership status to have the right to ask to have its position recorded in the minutes. Amended Proposal did not adopt it. Conciliation Committee Joint Text replaced this whole provision with referring to other relevant provisions and the rules of procedure to be drawn by the Committee.

ORIGINAL PROPOSAL (Article 7(6), third subparagraph):

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The Commission may consult the Committee on any other matter concerning implementation of the programme.

In that event, the Commission representative shall submit to the Committee a draft of the measures to be taken. The Committee shall deliver its opinion on the draft, within a time-limit which the Chairman may lay down according to the urgency of the matter, if necessary by taking a vote.

The opinion shall be recorded in the minutes; in addition, each Member State shall have the right to ask to have its position recorded in the minutes.

The Commission shall take the utmost account of the opinion delivered by the Committee. It shall inform the Committee of the manner in which its opinion has been taken into account.

CONCILIATION COMMITTEE JOINT TEXT (Articles 8(2)(3)(4)):2. Where reference is made to this paragraph, Articles 4 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof. The period provided for in Article 4(3) of Decision 1999/468/EC shall be two months.3. Where reference is made to this paragraph, Articles 3 and 7 of Decision 1999/468/EC shall apply, without prejudice to Article 8 thereof.4. The Committee shall draw up its rules of procedure.

RED / GREEN

#^40. Article 9 (new) in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text newly introduced this provision.

CONCILIATION COMMITTEE JOINT TEXT (Article 9(new)):Cooperation with other programme committees and information on other Community initiatives

1. The Committee shall establish regular and structured cooperation with the Committee set up within the framework of the « Leonardo de Vinci » action programme for the implementation of a Community vocational training policy as well as with the Committee set up within the framework of the Youth Community action programme.

2. To ensure the consistency of this programme with other measures referred to in Article 11, the Commission shall keep the Committee regularly informed about Community inititatives taken in the fields of education, training and youth, including cooperation with third countries and internation organisations.

#41. Article 8 in EP 1 ST Reading (important)

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EP 1ST READING increased the budget from ECU 1400 million to ECU 2000 million. And it added one more requirement asking for that amount to be reviewed. It adds the phrases, “including those intended for technical assistance” and “and as part of the annual budgetary procedure.” Amended Proposal did not adopt this. Council Common Position proposed the budget to be ECU 1550 million, which is between ECU 1400 million from the Original Proposal and ECU 2000 million from EP 1st Reading. EP 2nd Reading did not adopt this and reintroduced EP 1st Reading’s position with slight modification by proposing the budget of ECU 2500 million. Conciliation Committee Joint Text did not adopt it and it proposed the budget of ECU 1850 million.

ORIGINAL PROPOSAL (Article 8): 1. The financial resources for the implementation of this programme for the period specified in Article 1 shall be set at ECU 1 400 million.

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

CONCILIATION COMMITTEE JOINT TEXT (Article 10):1. The financial framework for the implementation of this programme for the period specified in Article 1 is hereby set at EUR 1 850 million.

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

HARD TO TELL / YELLOW

#42. Article 9(1) in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Article 9(1)): The Commission shall, in conjunction with the Member States, ensure overall consistency with other Community policies and actions. There shall be coordination between the activities of this programme and the other Community actions, in particular those covered by the knowledge policy.

The Commission shall, in conjunction with the Member States, ensure consistency between implementation of this programme and the other Community actions relating to education in the area of culture and the audiovisual sector, the completion of the internal market, the information society, environment, consumer protection, SMEs, social policies, employment, and public health.

The Commission shall ensure an efficient link-up between this programme and the programmes and actions in the area of education undertaken as part of the Community's external relations.

CONCILIATION COMMITTEE JOINT TEXT (Article 11(1)):1. The Commission shall, in cooperation with the Member States, ensure overall consistency and complementarity with other relevant Community policies, instruments and actions. The programme

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shall contribute to achieving the aims of Community policy in the areas of equality, equal opportunities for women and men and promotion of social inclusion.

The Commission shall ensure an efficient link-up between this programme and the programmes and actions in the area of education undertaken within the framework of the Community’s cooperation with third countries and the competent international organisations.

HARD TO TELL / GREEN

#43. Article 9(2) in EP 1 st Reading (not important)

EP 1ST READING took out the word, “annually.” Amended Proposal adopted this change but it requires national actions plans to be drafted. Conciliation Committee Joint Text did not adopt this and relieved the tone by replacing “ensure to contribute” with “shall have regards to the priorities set out…”

ORIGINAL PROPOSAL (Article 9(2))The Commission and the Member States shall ensure that the measures of this programme are, as part of the implementation of the coordinated employment strategy, consistent with the orientations established annually for the employment guidelines and in conjunction with the other actions contributing to the implementation of the action plans.

CONCILIATION COMMITTEE JOINT TEXT (Article 11(2)):2. In implementing the measures of this programme, the Commission and the Member States shall have regard to the priorities set out in the employment guidelines adopted by the Council, as part of a coordinated employment strategy.

#44. Article 9(3) in EP 1 st Reading (important)

EP 1ST READING newly adds the last sentence calling for facilitating the transfer and dissemination of innovatory approaches through the Community Structural Funds. Amended Proposal largely adopted this. However, Conciliation Committee Joint Text deleted the whole provision.

ORIGINAL PROPOSAL (Article 9(3))The Commission and the Member States shall ensure consistency and complementarity between action undertaken under this programme and Community action under the Structural Funds.

CONCILIATION COMMITTEE JOINT TEXT:DELETED

RED / RED

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#45. Article 10, title and (1) in EP 1 ST Reading (not important)

EP 1ST READING expands the participating actors to include the EFTA countries and EEA countries and conditions Cyprus’ participation on “the same rules applied to EFTA/EEA countries.” Amended Proposal adopted this expansion but took out the condition for Cyprus. Council Common Position reintroduced the conditions for Cyprus and adds more criteria by calling for “funded by additional appropriation.” EP 2nd Reading took out the first condition for Cyprus but kept the second one. Conciliation Committee Joint Text adds the condition for EFTA/EEA countries and a condition for CEEC countries and conditions for Malta.

ORIGINAL PROPOSAL (Article 10, title and (1)): Participation of the associated Central and Eastern European countries, Cyprus, Turkey and Malta

1. This programme shall be open to the participation of the associated Central and East European countries (CEEC) in accordance with the conditions laid down in the Europe agreements or in existing or anticipated additional protocols governing the participation of these countries in Community programmes. This programme shall also be open to the participation, funded by additional appropriations, of Cyprus under the same rules as those applied to the countries of the European Free Trade Association (EFTA) which belong to the European Economic Area (EEA) according to the procedures to be agreed with this country. This programme shall also be open to participation by Turkey according to the procedures to be established with that country.

2. This programme shall also be open to participation by Malta according to the procedures to be agreed with that country.

CONCILIATION COMMITTEE JOINT TEXT (Article 12):Participation of the EFTA/EEA countries, the associated Central and Eastern European countries (CEEC), Cyprus, Malta and Turkey

This programme shall be open to the participation of – the EFTA/EEA countries in accordance with the conditions established in the EEA agreement;– the associated Central and Eastern European countries (CEEC) in accordance with the conditions established in the Europe agreements, in their additional protocols and in the decisions of the respective Association Councils;– Cyprus, under the same conditions as those applied to the EFTA/EEA countries, funded by additional appropriations in accordance with procedures to be agreed with that country;– Malta and Turkey, funded by additional appropriations in accordance with the provisions of the Treaty.

#46. Article 11 in EP 1 ST Reading (not important)

EP 1ST READING added the last two sentences on implementation and Amended Proposal mostly adopted it with slight wording changes. Conciliation Committee Joint Text did not adopt these changes, though.

ORIGINAL PROPOSAL (Article 11):

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The Commission shall strengthen its cooperation with non-Community countries and with the relevant international organisations, particularly the Council of Europe.

CONCILIATION COMMITTEE JOINT TEXT (Article 13) :Under this programme, and in accordance with the procedure laid down in Article 8(2), the Commission may cooperate with third countries and with the competent international organisations, in particular the Council of Europe.

#^47. Article 14(1) in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text adds the second sentence on the use of the results of the monitoring and evaluation upon implementing this programme.

ORIGINAL PROPOSAL (Article 12(1)): 1. The Commission shall continually monitor this programme in cooperation with the Member States.

This monitoring shall be effected through the reports referred to in paragraph 3 and through specific activities.

CONCILIATION COMMITTEE JOINT TEXT (Article 14(1)) :1. The Commission shall regularly monitor this programme in cooperation with the Member States. The results of the monitoring and evaluation process should be utilised when implementing the programme.

This monitoring shall include the reports referred to in paragraph 3 and specific activities.

GREEN / GREEN

#^48. Article 12(2)(first paragraph) in Amended Proposal (important)

Amended Proposal adds two more criteria for evaluation such as relevance and impact. Conciliation Committee Joint Text adopted it but added one more objective of evaluation in the new last sentence of the first paragraph.

ORIGINAL PROPOSAL (Article 12(2), first paragraph): The Commission shall evaluate this programme periodically, in conjunction with the Member States. The evaluation shall seek to appraise the effectiveness of the actions implemented, by reference to the objectives set out in Article 2.

The evaluation will also examine the complementarity between actions under this programme and those pursued under other Community programmes, particularly those supported by the European Social Fund.

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In accordance with criteria established using the procedure described in Article 7(3), there shall be periodical external evaluations of the results of the Community actions.

CONCILIATION COMMITTEE JOINT TEXT (Article 14(2)) :2. This programme shall be evaluated regularly by the Commission in cooperation with the Member States. This evaluation is intended to assess the relevance, effectiveness and impact of actions implemented with regard to the objectives referred to in Article 2. It will also look at the impact of the programme as a whole.

This evaluation will also examine the complementarity between action under this programme and that pursued under other relevant Community policies, instruments and actions.

In accordance with criteria established using the procedure described in Article 8(2), there will be regular independent external evaluations of this programme.

GREEN / BLUE

#49. Article 12(3) in EP 1 st Reading (important)

EP 1ST READING asks for Member States to submit report both to the Commission and the EP. And it details what these reports should include. Amended Proposal took out the EP as a recipient of those reports and it asks for those reports to be also about effectiveness of this programme and it takes out the part on how national education systems contribute to the development of EU education and requirement to identify actions where synergies have been found with other Community policies. Conciliation Committee Joint Text did not adopt this and went back to the Original Proposal.

ORIGINAL PROPOSAL (Article 12(3)): Member States shall submit to the Commission by 31 December 2002 and 30 June 2005 respectively reports onthe implementation and the impact of this programme

CONCILIATION COMMITTEE JOINT TEXT (Article 14(3)) :SAME AS ORIGINAL PROPOSAL

NO CHANGE / WHITE

#50. Article 12(4)(indent -1)(new) in EP 2nd Reading (important)

CONCILIATION COMMITTEE JOINT TEXT (Article 14(4), first indent) :

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The Commission shall submit to the European Parliament, the Council, the Economic and Social Committee and the Committee of the Regions:- on the accession of new Member States, a report on the financial consequences of these accessions on the programme,followed, if appropriate, by financial proposals to deal with the financial consequences of these accessions on the programme, in conformity with the provisions of the Interinstitutional Agreement of 6 May 1999 on budgetary discipline and improvement of the budgetary procedure and with the conclusions of the Berlin European Council of March 1999. The European Parliament and the Council will take a decision on suchproposals as soon as possible.

GREEN / GREEN

#51. Article 12(4)(first indent) in EP 1 st Reading (important)

EP 1ST READING added the phrase, “the qualitative and quantitative aspects of” in the first indent. Amended Proposal adopted it with slight wording change. Conciliation Committee Joint Text required an interim report on “the results achieved” as well and replaced 2003 with “2004”. And it replaced Original Proposal’s call for the final report with its own call for a communication on the continuation by 2006 and an ex post evaluation report by 2007.

ORIGINAL PROPOSAL (Article 12(4)): an interim evaluation report on the implementation of this programme no later than 30 June 2003;- the" final report on the implementation of this programme, no later than 31 December 2005.

CONCILIATION COMMITTEE JOINT TEXT (Article 14(4), second-last indent) :- an interim evaluation report on the results achieved and on the qualitative and quantitative

aspects of the implementation of this programme by 30 June 2004;- a communication on the continuation of this programme by 31 December 2006;- an ex post evaluation report by 31 December 2007 .

ORANGE / BLUE

#52. Annex I(1) in EP 1 ST Reading (not important)

Only slight wording changes…

ORIGINAL PROPOSAL (Annex I(1)): The actions proposed in this Annex contribute to the achievement of the objectives laid down in Article 2 of theDecision and implemented through the Community measures provided for in Article 3.CONCILIATION COMMITTEE JOINT TEXT (Annex I(1)) :The objectives laid down in Article 2 are to be implemented by means of the actions set out in this Annex on the basis of the Community measures described in Article 3.

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#^53. Annex I(2) in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text adds selection criteria is also determined according to Article 8(2) and it asks for calls for proposals to be published, specifying all deadlines for the submission of proposals. It took out the requirement on “following consultation of the programme committee.”

ORIGINAL PROPOSAL (Annex I(2)): Provisions relating to the timetable, the conditions for the submission of applications and the eligibility criteria are published regularly by the Commission, following consultation of the programme committee, in the "Socrates Guidelines for Applicants".

CONCILIATION COMMITTEE JOINT TEXT (Annex I(2)) :The provisions relating to the timetable, the conditions for the submission of applications and the eligibility and selection criteria are to be determined in accordance with Article 8(2) and published regularly by the Commission in the "SOCRATES Guidelines for Applicants". In addition calls for proposals will be published, specifying all deadlines for the submission of proposals.

GREEN / GREEN

#^54. Annex I(3) in Conciliation Committee Joint Text (important)

Conciliation Committee Joint Text replaced “some” with “adequate” and added the last sentence calling for appropriate organizational arrangements.

ORIGINAL PROPOSAL (Annex I(3)): In the context of activities involving the mobility of persons, there should be some linguistic preparation so that the beneficiaries possess the necessary competence in the language(s) of instruction in the host establishment.

CONCILIATION COMMITTEE JOINT TEXT (Annex I(3)) :In the context of activities involving the mobility of persons, adequate linguistic preparation should be provided in order to ensure that the beneficiaries possess the necessary competence in the language(s) of instruction in the host establishment. Appropriate organizational arrangements should be made at the home and host establishments in order to ensure that maximum benefit is derived from the mobility activity in question.

GREEN / GREEN

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#^55. Annex I(4) in Original Proposal (not important)

Conciliation Committee Joint Text deleted the whole provision.

ORIGINAL PROPOSAL (Annex I(4)): As a general rule, Community financial assistance granted to the projects selected under this programme is intended to partially compensate for the estimated cost necessary to carry out projects and may cover a maximum period of three years, subject to an annual review of the results. Assistance may be granted in advance to enable preparatory visits to the projects in question.

CONCILIATION COMMITTEE JOINT TEXT:DELETED.

#56. Annex I(6a)(new) in EP 1 st Reading (important)

EP 1ST Reading newly introduced this provision calling for special attention to be paid to disseminate results. Amended Proposal adopted it. Conciliation Committee Joint Text adopted it but it revised most of the rest sentences in great detail. It elaborates vague requirements in Original Proposal in detail. And it took out the part on financial assistance.

ORIGINAL PROPOSAL (Annex I(6)): In accordance with Article 2 paragraph 2 of the Decision, the projects selected must respect the principle of equal opportunities and avoid any type of exclusion. Positive actions may be introduced in some areas where such action is required. Projects giving special emphasis to multicultural aspects will be a priority, and the specific needs of disabled people should also be taken into account when establishing the amount of financial assistance.

CONCILIATION COMMITTEE JOINT TEXT (Annex I(5)) :Supporting measures may be taken to promote access and participation by persons with special educational needs. Where appropriate, positive actions may be taken in order to promote equal opportunities for women and men. Activities giving special emphasis to intercultural aspects or to promoting competence in other languages, in particular the less widely used and less taught languages of the Community, are to be particularly encouraged. The promotion of all types of open and distance learning, as well as the appropriate use of information and communication technology, is to be encouraged across all Actions of the programme. Under all Actions of the programme, particular attention will be paid to the dissemination of results.

GREEN / BLUE

#57. Annex II(introduction) in EP 1 st Reading (important)

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EP 1ST READING divides the Original Proposal’s two types of actions into three by separating “horizontal measures” as a third type of action. Amended Proposal did not adopt it. Conciliation Committee elaborated the Original Proposal in detail by adding ICT and the evaluation of the programme.

ORIGINAL PROPOSAL (Annex II(introduction)): This Annex contains two main types of actions: the first, Actions 1 to 3, are aimed at the three basic stages of lifelong education (school, university, others); the second, Actions 4 to 8, concern transversal measures such as languages, multimedia and the exchange ofinformation, as well as matters of horizontal interest such as innovation, the dissemination of results, joint actions.

CONCILIATION COMMITTEE JOINT TEXT (Annex II(introduction)):This Annex contains two main types of Actions:– the first type, Actions 1 to 3, is aimed at the three basic stages of life-long education (school, university, others);– the second type, Actions 4 to 8, concerns transversal measures in fields such as languages, information and communication technology (ICT) for educational purposes, including in particular educational multimedia and the exchange of information, as well as matters of horizontal interest such as innovation, the dissemination of results, joint actions and the evaluation of the programme.

GREEN / BLUE

#58. Annex II, Action 1, first paragraph in EP 1 st Reading (important)

EP 1ST Reading adds one more aim of supporting cultural diversity. Amended Proposal mostly adopted it but with slight wording change. Conciliation Committee Joint Text adds one more objective of enhancing the quality of school education but relieves the means by making it more vague than the Original Proposal.

ORIGINAL PROPOSAL (Annex II, Action 1): Comenius seeks to reinforce the European dimension of school education, to encourage transnational cooperation and to promote the learning of languages.

Comenius also promotes the creation of school partnership networks and partnership networks for the training of school education staff to enable cooperation on subjects of mutual interest, the dissemination of good practice and discussion of qualitative and innovatory aspects of school education. The staff training network is to be developed in close cooperation with the university "thematic networks" provided for in the Erasmus action.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1):

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Comenius seeks to enhance the quality and reinforce the European dimension of school education, in particular by encouraging transnational cooperation between schools and contributing to improved professional development of staff directly involved in the school education sector, and to promote the learning of languages and intercultural awareness.

ORANGE / RED

#^59. Annex II, Action 1.1.(1) in Conciliation Committee Joint Text (not important)

Conciliation Committee Joint Text relieves the means by taking out the part on “making use of the facilities offered by multimedia.” However, it adds more examples of partnerships.

ORIGINAL PROPOSAL (Annex II, Action 1.1(1)): 1. The Community encourages the creation of multilateral partnerships between schools by making use of the facilities offered by multimedia and by, encouraging in particular those which also involve teacher training establishments, local authorities and businesses, as well as parents.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.1): 1. The Community encourages the creation of multilateral partnerships between schools. Such partnerships may also involve other appropriate bodies, such as teacher training establishments, local institutions and authorities, businesses or cultural establishments as well as parents’, pupils’ and other relevant organisations.

#60. Annex II, Action 1.1.(2) in EP 1 ST Reading (important)

EP 1st reading adds the phrase, “or any individual applications”. Conciliation Committee Joint Text relieves restrictions by replacing “schools taking part in…” with “schools wishing to take part” and “submitting a plan covering all the activities proposed” with “a brief outline description of the activities which they plan to carry out during the coming school year”. And it took out the supervisory bodies at regional and local levels and the conditions of guidelines by the Commission in consultation with the programme committee.

ORIGINAL PROPOSAL (Annex II, Action 1.1(2)): 2. Schools taking part in one or more of the activities contained in this Action shall submit a ‘Plan for inter-school cooperation in Europe’ covering all the activities proposed. The plans shall be examined by the national structures set up in accordance with Article 5, paragraph 3 of the Decision, involving, with due respect for national systems, the supervisory bodies at regional and local level, on the basis of the guidelines established by the Commission in consultation with the programme committee.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.1(3)): 3. Schools wishing to take part in this Action shall submit a brief outline description of the activities which they plan to carry out during the coming school year within the framework of this programme

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("Comenius Plan"). The Comenius Plan shall enable the SOCRATES national agencies to take into account the overall development of European activities of the respective school when carrying out the selection under this Action.

RED / RED

#61. Annex II, Action 1.1.(3)(a) and (b) in EP 1 ST Reading (important)

The activities eligible for Community assistance have been expanded over the course of legislative procedure. EP 1ST READING includes neighboring countries languages. Amended Proposal adds Irish and Luxembourgish to the official language of the EU. Council Common Position lays out the reasons why these two languages to be treated as European official language. EP 2nd Reading expands to include languages in frontier regions. Conciliation Committee Joint Text revised © to combat any discriminations on children’s of migrant workers and newly adds (d) on the need of children with disabilities.

ORIGINAL PROPOSAL (Annex II, Action 1.1(3)): 3. Activities eligible for Community assistance may include the following

(a) partnerships involving: the mobility of teachers to prepare and monitor partnerships or to teach abroad, including in-company placements; the development of teaching material and the exchange of good practice; the involvement of pupils in partnership activities, including mobility for a limited number of them;

(b) partnerships aimed specifically at promoting the Community’s official languages. The partnerships may in exceptional circumstances be bilateral if they target the less widely used languages and may also include exchanges of pupils in addition to the activities referred to in point (a);

(c) cooperation projects meeting the specific needs of the children of migrant workers, gypsies and travellers and itinerant workers.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.1(2)): 2. Community financial assistance may be awarded for the following:(a) projects which focus on one or more topics of common interest to the participating schools, involving:– the participation of pupils in project preparation and project activities, including project-related mobility where appropriate;– the mobility of teachers to prepare and monitor a project or to teach in another Member State, including in-company placements;– the development of teaching material and the exchange of good practice;

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(b) projects aimed specifically at teaching and learning the official languages of the Community, together with Irish (one of the languages in which the Treaties establishing the European Communities are drawn up) and Letzeburgesch (a language spoken throughout the territory of Luxembourg), including in frontier regions of the Member States, the official languages of the Community in neighbouring regions of other Member States. The projects may be bilateral, especially where they target one of the less widely used or less widely taught of these languages and should include exchanges of pupils in addition to the activities referred to in point (a);

(c) projects aimed at promoting intercultural awareness and in particular those designed to help combat racism and xenophobia or to address the specific needs of the children of migrant workers, gypsies and travellers and occupational travellers;

(d) projects addressing issues related to pupils with special educational needs, with particular attention to the integration of such pupils into mainstream schooling.

RED / RED

#62. Annex II, Action 1.2.(1) in EP 1 ST Reading (important)

EP 1ST READING adds one more condition asking for particular attention to areas of social exclusion, equal opportunities and children at risk. Amended Proposal did not adopt it and Conciliation Committee Joint Text deleted the whole provision.

ORIGINAL PROPOSAL (Annex II, Action 1.2.(1))This action seeks to contribute to the career development of staff working in the school education sector, by reinforcing the European dimension in initial and continuing training.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.2(1)): DELETED

RED / RED

#63. Annex II, Action 1.2(2) in EP 1 st Reading (not important)

ORIGINAL PROPOSAL (Annex II, Action 1.2(2))The Community supports multilateral projects from establishments and bodies involved in the training of educational staff, also by making use of the facilities offered by multimedia. The participation of schools and other players involved in the field of education, such as parents’ representatives, and socioeconomic affairs is encouraged, as is the involvement of supervisory bodies at regional and local level, where appropriate.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.2(1)):

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1. The Community is to support multilateral projects undertaken by establishments and bodies active in the initial or in-service training of staff directly involved in school education. The participation of schools and other players involved in the field of education described in Article 4 of the Decision is to be encouraged, as is the involvement of supervisory bodies at regional and local level, where appropriate.

#64. Annex II, Action 1.2(3)(a) and (b) in EP 1 st Reading (important)

Conciliation Committee Joint Text adds more means.

ORIGINAL PROPOSAL (Annex II, Action 1.2(3)(a) and (b))(a) the development and/or adaptation of European curricula, teaching material or modules;(b) aspects of school management;

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.2(3)(d)(e)): (d) contributions to the development of curricula, courses, modules or teaching material in the context of reinforcing the European dimension of school education;(e) training activities and information exchange concerning school management and related services such as guidance and counselling;

GREEN / BLUE

#^65. Annex II, Action 1.2(3)(c) in Original Proposal (important)

ORIGINAL PROPOSAL (Annex II, Action 1.2(3)(c))Activities eligible for Community assistance in the context of the partnerships referred to above may include the following:….

(a) the mobility of school staff - future or already in service - for the purpose of initial or continuing teacher training, including practical training periods and language assistantships in schools or adult education centres;

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.2(2)(a)(b)(c)): 2. Community financial assistance may be awarded for the following:Mobility Actions(a) mobility undertaken for the purpose of initial training, including practical training periods, language assistantships and in-company placements;(b) mobility undertaken for the purpose of in-service training and updating the skills of trained school education staff;(c) mobility of limited duration, including immersion courses, for language teachers, staff retraining as language teachers, qualified teachers intending soon to return to employment as language teachers, and teaching staff of other disciplines required or wishing to teach in a foreign language;

GREEN / BLUE

34

#66. Annex II, Action 1.2(3)(da)(new) in EP 1 ST Reading (important)

Conciliation Committee Joint Text adds more objectives.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.2(3)(f)): (f) education and training activities and information exchange designed to enhance intercultural awareness in school education or to promote the integration and improved educational achievement of children of migrant workers, gypsies and travellers and occupational travellers;

GREEN / BLUE

#67. Annex II, Action 1.2(3)(db)(new) in EP 1 ST Reading (important)

EP 1ST READING (Annex II, Action 1.2(3)(db)(new))(db) educational projects relating to social exclusion, equal opportunities and children at risk, coordinated by leading European NGOs or voluntary organisations in close cooperation with administrative and/or educational bodies at local, regional and national level.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.2(3)(g)): (g) activities concerning the training and development of staff involved in the education of pupils at risk and of pupils with special educational needs.

GREEN / BLUE

#68. Annex II, Action 1.2(3)(dc)(new) in EP 1 st Reading (not important)

EP 1ST READING newly adds the mean but Amended Proposal did not adopt it. Conciliation Committee Joint Text did not adopt it either.

CONCILIATION COMMITTEE JOINT TEXT: NOT ADOPTED

#^69. Annex II, Action 1.3(new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 1.3(new)): Action 1.3: Networks related to school partnerships and the training of staff involved in school education

The Community is to promote the networking of school partnerships and of projects concerned with the training of staff involved in school education, supported within Actions 1.1 and 1.2 respectively, to enable cooperation to take place on subjects of mutual interest, the dissemination of results and good practice and discussion of qualitative and innovatory aspects of school education. The staff training

35

networks are to be developed, where appropriate, in close cooperation with the university "thematic networks" provided for in the Erasmus action.

#70. Annex II, Action 2, third paragraph in EP 1 ST Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 2)Erasmus seeks to reinforce the European dimension of higher education at all levels and to encourage transnational cooperation between universities.

Participating universities conclude "institutional contracts" with the Commission covering all the activities approved.

Erasmus also promotes the development and consolidation of thematic networks enabling universities to cooperate on topics relating to one or more disciplines or on matters of mutual interest in order to facilitate the spread of good practice, encourage discussion of qualitative and innovative aspects of higher education, improve teaching methods and stimulate the development of joint programmes and specialised courses. The involvement of representatives of learned societies, professional associations and socio-economic circles is encouraged.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 2, introduction):Erasmus seeks to enhance the quality and reinforce the European dimension of higher education, to encourage transnational cooperation between universities, to boost European mobility in the higher education sector and to improve transparency and academic recognition of studies and qualifications throughout the Community.

Participating universities conclude "institutional contracts" with the Commission covering all the Erasmus activities approved. Such contracts will normally be of three years’ duration and will be renewable.

HARD TO TELL / BLUE

#^71. Annex II, Action 2.1.(1) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex II, Action 2.1.(1))1. The Community supports inter-university cooperation activities carried out by universities in

conjunction with partners in other Member States, with the participation, where appropriate, of other players involved in education and the socio-economic world.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 2.1.(1))1. The Community supports inter-university cooperation activities including the development of

innovative projects, carried out by universities in conjunction with partners in other Member States, with the participation, where appropriate, of other players involved in education, as described in Article 4 of the Decision.

36

#72. Annex II, Action 2.1.(2)(c) in EP 1 ST Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 2.1(2))2. The following inter-university cooperation activities, which should, wherever possible, make use of the facilities offered by multimedia, are eligible for Community assistance under the "institutional contract" referred to above: (a) the organisation of mobility of students, teachers and other members of university staff involved in European cooperation; (b) joint development and implementation of curricula, modules, intensive courses or other curricular activities, in particular multidisciplinary activities, including the teaching of subjects in other languages;(c) consolidation of the European Credit Transfer System (ECTS), designed to facilitate academic recognition.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 2.1(2))2. Community financial assistance may be awarded for the following:(a) the organisation of mobility of students and university teachers;(b) joint development and implementation of curricula, modules, intensive courses or other educational activities, including multidisciplinary activities and the teaching of subjects in other languages;(c) consolidation, extension and further development of the European Credit Transfer System (ECTS), which is designed to facilitate academic recognition in other Member States.

RED / GREEN

#^73. Annex II, Action 2.2.(1) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex II, Action 2.2(1))1. The Community encourages the mobility of students and teachers between the Member States,

organised in the framework of "institutional contracts".

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 2.2(1))1. The Community supports transnational mobility activities concerning:(a) students, in accordance with point 2;(b) university teachers, for the purpose of carrying out teaching assignments likely to enhance the European dimension or extend the range of courses offered by the universities concerned.

#^74. Annex II, Action 2.2.(2) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex II, Action 2.2(2))2. Students benefiting from mobility and spending significant periods of study in another

Member State, such periods being fully recognised under the interuniversity agreements forming part of the institutional contracts, will be considered as Erasmus students, regardless of whether or not an "Erasmus grant" has been allocated in accordance with point 3 below. The host universities will not charge tuition fees to Erasmus students and any loans or grants which they might receive will continue to be paid during their stay abroad.

37

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 2.2(2))2. Students who, after completing at least their first year of studies, spend 3 to 12 months in another Member State within the framework of this Action, will be considered "Erasmus Students", regardless whether they have been awarded financial support in accordance with point 3. Such periods are fully recognised under the inter-university agreements forming part of the institutional contracts and may include integrated in-company placements where appropriate. The host universities will not charge tuition fees to Erasmus Students. Students with special needs will be given particular attention.

#75. Annex II, Action 2.2(3) in EP 1 ST Reading (not important)

ORIGINAL PROPOSAL (Annex II, Action 2.2(3))The Community encourages the mobility of students and teachers by providing financial support under Erasmus.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 2.2(3))3. Community financial assistance may be awarded for:- the mobility of students. The Member States may, in awarding Community grants, take appropriate account of the economic situation of applicants. As the Community’s contribution covers only part of the cost of students' mobility, Member States are invited to help provide the necessary funds. In this connection, grants or loans available to students in the Member State of origin shall continue to be paid during the period of study in a host Member State;– the mobility of university teachers;– preparatory measures, in accordance with Section IV B, point 4.

#^76. Annex II, Action 2.3(new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 2.3)Action 2.3: Thematic networksThe Community promotes the development and consolidation of thematic networks, each enabling a large grouping of universities to cooperate on topics relating to one or more disciplines or on other matters of mutual interest in order to disseminate innovation, facilitate the spread of good practice, encourage discussion of qualitative and innovative aspects of higher education, improve teaching methods and stimulate the development of joint programmes and specialised courses. The involvement of representatives of learned societies, professional associations and socio-economic circles is to be encouraged. Special attention will be paid to the dissemination of results.

#77. Annex II, Action 3, introduction, first paragraph in EP 1 ST Reading (not important)

ORIGINAL PROPOSAL (Annex II, Action 3, introduction and Action 3.1.(1)):ACTION 3: "GRUNDTVIG": OTHER EDUCATIONAL PATHWAYSThe Grundtvig Action seeks to encourage lifelong learning, in particular by offering as a complement to Actions 1 (school education) and 2 (higher education) other educational pathways for all citizens desirous of acquiring new knowledge. The Action is targeted in particular at young people who have left the school system with insufficient basic training, those who wish to begin or resume formal studies after a break from the education system and adults wishing to acquire or improve their knowledge for personal reasons.

38

Grundtvig thus encourages the creation of European networks to strengthen the links between the various parties involved in this area to enable them to cooperate on a more stable basis on matters of mutual interest.

1. This action seeks to encourage initiatives aimed at developing more flexible, less formal educational methods which are more suited to the specific needs of each individual wishing to acquire recognised skills or qualifications.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 3(1))ACTION 3: "GRUNDTVIG": ADULT EDUCATION AND OTHER EDUCATIONAL PATHWAYS

1. As a complement to Action 1 (school education) and Action 2 (higher education), Grundtvig seeks to encourage the European dimension of life-long learning, to contribute – through enhanced transnational cooperation – to innovation and improved availability, accessibility and quality of other educational pathways, and to promote the learning of languages. The Action is thus addressed to people who, at whatever stage of their life, seek access to knowledge and competences within the framework of formal or non-formal education or by means of autonomous learning, thereby increasing their intercultural awareness and employability and enhancing their capacity to progress in education and play a full and active role in society.

#78. Annex II, Action 3.1.(2)(a) to (e) in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 3.1.(2)(a) to (e)):2. Community financial assistance may be granted in particular for projects seeking to promote:

(a) the development of new educational approaches, making use in particular of multimedia;(b) the development of appropriate teaching material;(c) the dissemination of innovatory approaches and good practice;(d) the development of accreditation, validation or certification schemes for skills acquired in this

manner;(e) the training of educational staff working in this sector.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 3(2))2. Community financial assistance may be awarded for transnational projects and initiatives seeking to promote:(a) adults’ individual demand for and their participation in life-long learning activities;(b) acquisition or updating of competences for persons lacking basic education and qualifications;(c) the development, exchange and dissemination of innovative educational approaches and good practice, including the development and dissemination of modules and appropriate teaching material;(d) the development of information and support services for adult learners and for providers of adult education, including services related to guidance and counselling;(e) the development of tools and methods for the assessment, validation or certification of the knowledge, skills and competences acquired by adult learners, including by means of experiential or autonomous learning or through non-formal education;(f) improved competence in other Community languages or enhanced international awareness among adult learners and those involved in the provision of adult education;(g) the development of initial or in-service training for educational staff working in this sector;

39

(h) visits and exchanges, for persons including those providing adult education or the training of adult educators;(i) projects addressing adult learners with special educational needs.

RED / BLUE

#^79. Annex II, Action 3.3(new) in Conciliation Committee Joint Text (important)

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 3(3))3. The Community encourages the creation of European networks to strengthen the links between the various parties involved in this area to enable them to cooperate on a more stable basis on matters of common interest, and to enhance their awareness of the European dimension of education.

GREEN / BLUE

#80. Annex II, Action 3.2(1) in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 3.2(1)): 1. The aim of this action is to improve the quality of education available to adult learners, in particular by reinforcing cooperation between the various bodies working in this field, and to strengthen the European dimension of adult education by highlighting the richness of the linguistic and cultural diversity of nations, thus developing a sense of belonging to a European citizenship.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 3(1))DELETED

RED / RED

#81. Annex II, Action 3.2 (2) in EP 1 ST READING (important)

ORIGINAL PROPOSAL (Annex II, Action 3.2 (2))2. The Community supports projects developed by multilateral partnerships whose purpose is in particular to:

(a) stimulate adults’ individual demand for learning, so that they continue to remain active participants in a society undergoing rapid change;

(b) develop support services for adult learners and the providers of such education;(c) develop teaching material which may be adapted to multimedia methods of learning and to

exchange good practice;

40

(d) develop accreditation, validation or certification schemes for the skills acquired;(e) support the training of educational staff working in this sector.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 3(2))2. Community financial assistance may be awarded for transnational projects and initiatives seeking to promote:(a) adults’ individual demand for and their participation in life-long learning activities;(b) acquisition or updating of competences for persons lacking basic education and qualifications;(c) the development, exchange and dissemination of innovative educational approaches and good practice, including the development and dissemination of modules and appropriate teaching material;(d) the development of information and support services for adult learners and for providers of adult education, including services related to guidance and counselling;(e) the development of tools and methods for the assessment, validation or certification of the knowledge, skills and competences acquired by adult learners, including by means of experiential or autonomous learning or through non-formal education; (f) improved competence in other Community languages or enhanced international awareness among adult learners and those involved in the provision of adult education;(g) the development of initial or in-service training for educational staff working in this sector;(h) visits and exchanges, for persons including those providing adult education or the training of adult educators;(i) projects addressing adult learners with special educational needs.

RED / BLUE

#^82. Annex II, Action 4.1 in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex II, Action 4.1)The aim of this action is to enable the Commission, in partnership with the Member States, to ensure the coordination and consolidation of measures relating to the learning of languages, with a view to promoting and maintaining linguistic diversity within the Community, helping to improve the quality of language teaching and learning and promoting easy access to lifelong language learning opportunities tailored to individual requirements.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 4.1)The aim of the Lingua action is to support transversal measures relating to the learning of languages, with a view to helping to promote and maintain linguistic diversity within the Community, to improve the quality of language teaching and learning and to facilitate access to life-long language learning opportunities tailored to individual requirements. Particular attention is to be given to intensifying transnational contacts in the language teaching profession and among those responsible for language teaching policies throughout the Community in all educational sectors. In this way, Lingua both

41

complements and enriches measures related to the promotion of language-learning under other Actions of this programme, in particular Actions 1, 2 and 3.

#83. Annex II, Action 4(2) in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 4(2)):In this context, language teaching covers the teaching and learning as foreign languages of all the official languages of the Community, including Irish and Luxembourgish. Special attention will usually be given throughout the whole programme to the teaching of the least widely used and taught languages of the Community.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 4.2)In this context, language teaching covers the teaching and learning as foreign languages of all the official languages of the Community, together with Irish (one of the languages in which the Treaties establishing the European Communities are drawn up) and Letzeburgesch (a language spoken throughout the territory of Luxembourg). Special attention shall be paid throughout the programme to promoting the less widely used and less taught of these languages.

HARD TO TELL / WHITE

#^84. Annex II, Action 4.3 in Conciliation Committee Joint Text (important)

ORIGINAL PROPOSAL (Annex II, Action 4(3)):Community financial assistance may.be allocated in the context of this action to general transnational language-learning projects and activities, such as in particular:

- awareness-raising activities; - activities seeking to promote and/or spread innovations such as the early learning of languages

or multilingual comprehension; - the development and exchange of curricula, innovatory teaching material and methods and

instruments for the recognition of language proficiency; - the networking of national, regional or local resource centres.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 4.3)Community financial assistance may be awarded to the following transnational language learning projects and activities:(a) awareness-raising activities designed to draw attention to the importance of language learning and the availability of language-learning opportunities;(b) activities seeking to promote and/or spread innovations and good practice, such as the early learning of languages or multilingual comprehension;(c) the development and exchange of curricula, production of new teaching material and improvement of methods and tools for the recognition of language competence;(d) exchange of information and transnational networking of resource centres;

42

(e) the development of measures to promote competence in foreign languages as required in specific situations and contexts, and insofar as these are not related to specific professions;(f) addressing issues related to the teaching and learning of languages arising from further enlargement of the Community.

RED / BLUE

#85. Annex II, Action 5, Title in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 5, Title):ACTION 5: ‘ATLAS’: EDUCATION AND MULTIMEDIA

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 5, Title)ACTION 5: "MINERVA" OPEN AND DISTANCE LEARNING, INFORMATION AND COMMUNICATION TECHNOLOGIES IN THE FIELD OF EDUCATION

GREEN / GREEN

#^86. Annex II, Action 5.1 in Conciliation Committee Joint Text (important)

ORIGINAL PROPOSAL (Annex II, Action 5.1):1. The aim of this action is to ensure the coordination and consolidation of measures relating to

open and distance education and the use of new information and multimedia communication technologies in the field of education. All these measures serve a dual purpose: to promote better understanding and the critical, responsible use of tools and methods which apply new technologies, and - at European level - to promote the access to and enhance the availability of improved educational resources.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 5.1)1. The aim of this action is to support transversal measures relating to open and distance learning

(ODL) and the use of information and communication technologies (ICT), including multimedia, in the field of education. In so doing, it complements and enriches the corresponding measures provided for within the other Actions of this programme.

These measures serve a triple purpose:- to promote improved understanding among teachers, learners, educational decisionmakers

and the public at large of the implications of ODL and, in particular ICT for education, and the critical, responsible use of tools and methods which utilise such technologies for educational purposes;

- to support awareness of the need to ensure that pedagogical considerations are given proper weight in the development of ICT-based educational products, notably multimedia; and

- to promote access to improved methods and educational resources and to results achieved, in particular through transnational exchange of information, experience and good practice.

43

GREEN / BLUE

#87. Annex II, Action 5(2), third indent in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 5(2)):2. Community financial assistance may be granted under this action to general transnational

projects for the use of new technologies and/or the development of open and distance education, in particular in the context of three types of measure:

- projects and studies dealing with understanding the innovatory processes under way and the development of quality criteria, in particular with regard to educational multimedia products;

- projects to develop pilot modules, methodologies and multimedia resources;- projects to develop information services and systems on educational multimedia resources, and

communication systems to support the exchange of ideas and experience, including the networking of resource centres, experts, decision-makers and project coordinators on subjects of mutual interest.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 5.2)2. Community financial assistance may be awarded for the following:(a) projects and studies aimed at helping those involved in education to understand and exploit the innovative processes under way, in particular those relating to the use of ICT in teaching and learning, the development of innovative instruments and approaches, and methods for establishing criteria for quality assessment of ICT-based educational products and services;(b) projects to develop and test new methods, modules and resources for ODL and ICT;(c) projects for the development and interconnection of services and systems providing information for teachers, decision-makers and other actors involved in education on educational methods and resources which utilise ODL and ICT;(d) activities to support the exchange of ideas and experience relating to ODL and the use of ICT in education, in particular the networking of resource centres, teacher training institutions, experts, decision-makers and project coordinators on subjects of common interest.

GREEN / BLUE

#88. Annex II, Action 6.1 in EP 1 ST Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 6):ACTION 6: OBSERVATION AND INNOVATION

Action 6.1: Observation of education systems and policies1. The present action contributes to the transparency of education systems in Europe through the exchange of information and experience and turns the specificity of national systems into a source of

44

quality European education. It is based on arrangements involving a variety of activities to be linked together and supported by the Community: creation of Community terms of reference; development of indicators and evaluation of the quality of education, in particular through the networking of the bodies involved and the pilot projects; development and upkeep of databases of innovatory experiments; linking up of the organisations engaged in analyzing educational systems and policies; studies and pilot projects on the recognition of diplomas, qualifications and periods of learning at all educationallevels in other Member States.

2. Community support is also granted to: the European education information network ‘Eurydice’, comprising the European Unit and the national Units, set up by the Commission and the Member States respectively, to enable it to make a full contribution to theimplementation of this action; the organisation of and participation in ARION multilateral study visits, the Community network of national academic recognition information centres NARIC, in order to enable theintensive exchange of information between the various parts of the network and the launch of pilot projects onmatters of mutual interest designed to facilitate recognition.

3. Close cooperation with the Statistical Office of the European Communities (Eurostat) is ensured in the implementation of the Action.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 6)ACTION 6: OBSERVATION AND INNOVATION

This Action contributes to improving the quality and transparency of education systems and furthering the process of educational innovation in Europe through the exchange of information and experience, the identification of good practice, the comparative analysis of systems and policies in this field, and the discussion and analysis of matters of common educational policy interest to be determined by the Council.

Action 6.1: Observation of education systems, policies and innovation1. Making optimal use of existing structures wherever possible, this Action consists of the following:(a) collection of descriptive and statistical data, and comparative analysis of educational systems and policies in the Member States;(b) development of methods for evaluating the quality of education, including the development of appropriate criteria and indicators;(c) development and updating of databases and other information resources on innovatory experiments;(d) dissemination of experience resulting from relevant activities supported at Community and Member State level;(e) facilitation of the recognition of diplomas, qualifications and periods of learning at all educational levels in other Member States.

45

2. To this end, Community financial assistance may be awarded for:(a) the Information Network on Education in Europe, "Eurydice", comprising the European Unit set up by the Commission and units set up by the Member States to enable it to make a full contribution to the implementation of this Action. The network will in particular be called upon to collect and exchange information on education systems and policies, to develop data bases, to produce comparative studies and to draw up indicators. Eurydice will seek, when necessary, relevant support from external experts;

(b) the organisation of and participation in "Arion" multilateral study visits for decisionmakers and senior managers of educational institutions in any sector of education, designed to facilitate exchanges of information and experience on subjects of mutual interest to the Member States. The Commission and Member States will ensure appropriate dissemination of the results of the visits and promote their interactivity with other Actions within this programme;

(c) networking of institutes and other appropriately qualified bodies engaged in analyzing educational systems and policies, as well as of the bodies involved in the evaluation of educational quality;

(d) studies, analyses, pilot projects, seminars, exchanges of experts and other appropriate actions relating to matters of common educational policy interest bringing together decision-makers on the priority themes to be determined by the Council. The Commission may call upon the services of a group of experts to assist it in ensuring the reliability of the analytical work carried out within the framework of these activities. The arrangements for establishing the group will be determined in accordance with Article 8(2) of the Decision;(e) activities designed to promote the recognition of diplomas, qualifications and periods of learning, notably studies, analyses, pilot projects and the exchange of information and experience. The Community network of National Academic Recognition Information Centres (Naric) will make a full contribution in this regard. In particular, it will collect and disseminate authenticated information which is necessary for the purpose of academic recognition, also bearing in mind synergies with the professional recognition of diplomas.

3. In implementing this Action, close cooperation will be ensured in particular with the Statistical Office of the European Communities (Eurostat), the European Centre for the Development of Vocational Training (Cedefop), the European Training Foundation (ETF) and appropriate international organisations, notably the Council of Europe, the Organisation for Economic Cooperation and Development (OECD) and the United Nations Educational, Scientific and Cultural Organisation (UNESCO).

GREEN / BLUE

#89. Annex II, Action 6.2 in EP 1 ST Reading (important)

46

ORIGINAL PROPOSAL (Annex II, Action 6.2):Action 6.2: New innovatory techniques

In addition to the cooperation activities provided for in the various actions of the present programme, the Community also supports transnational projects aimed at developing innovations in one or more specific sectors of education. The subjects given priority are reviewed regularly to enable adaptation to the new requirements which will emerge during the period covered by this programme.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 6)Action 6.2: Innovatory initiatives responding to emerging needs

In addition to the cooperation activities provided for in the other actions of the present programme, the Community may support transnational projects and studies aimed at helping to develop innovations in one or more specific sectors of education. The subjects to be given priority are to be determined by the Council and reviewed regularly to enable adaptation to the new requirements which emerge during the period covered by this programme.

GREEN / GREEN

#90. Annex II, Action 7.1 in EP 1 st Reading (not important)

ORIGINAL PROPOSAL (Annex II, Action 7):ACTION 7: JOINT ACTIONS

1. For the joint actions described in Article 6 of this Decision, Community support may be provided for jointactions with other actions under the knowledge policy, in particular Community vocational training and youth programmes designed to widen access to knowledge.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 7)ACTION 7: JOINT ACTIONS

1. In accordance with Article 6 of the Decision, Community support may be provided within the framework of this programme for joint actions with other Community programmes and actions promoting a Europe of knowledge, in particular the Leonardo da Vinci and Youth programmes.

#^91. Annex II, Action 7.2 in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex II, Action 7.2):2. Coordination between the three programmes can be achieved by common calls for proposals. The Commission intends in particular to develop a joint information and observation arrangement with regard to good practice in the field of knowledge, and joint actions on education and training

47

multimedia. These projects may encompass a range of measures covering several sectors, including education. They may be supported in a complementary manner by various Community programmes.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 7.2)2. Such joint actions may be carried out by common calls for proposals on selected themes of

common interest which are not exclusively covered by any single programme concerned, to be determined in accordance with Article 8(2) of the Decision and agreed with the committees of the other programmes and actions involved.

#92. Annex II, Action 7.3 in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex II, Action 7.3):3. Appropriate steps, a significant one being the setting up of "European knowledge centres", will be taken to ensure regional and local contact and interaction between the players taking part in this programme and in vocational training and youth related programmes. This will contribute to the implementation of a policy of lifelong learning in the regions and local districts concerned.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 7.3)3. Appropriate steps will be taken to promote regional and local contact and interaction between

the players taking part in this programme and in the Leonardo da Vinci and Youth programmes.

RED+GREEN

ORANGE / RED

#93. Annex II, Action 8, Title in EP 1 ST Reading (not important)

ORIGINAL PROPOSAL (Annex II, Action 8, Title):ACTION 8: ACCOMPANYING MEASURES

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 8, Title)ACTION 8: ACCOMPANYING MEASURES

#^94. Annex II, Action 8(1), Last indent in Amended Proposal (IMPORTANT)

ORIGINAL PROPOSAL (Annex II, Action 8(1), last indent):1. Financial assistance may be granted to initiatives aimed at promoting the objectives of this programme, provided that such initiatives are not eligible for assistance under other actions of the programme. Community assistance may be given to the following:

- awareness-raising activities to promote cooperation in the field of education, including support for the organisation of the "Europe in the School" competition in cooperation with the Council of Europe;

- activities aimed at training the persons involved in the management of European cooperation projects in the field of education;

48

- transnational activities carried out by associations and other nongovernmental bodies active in the field of education;

- conferences and symposia on innovations in the sectors targeted by the programme;- measures to optimise and disseminate the results of projects and activities carried out with the

support of this programme or its previous phase, including by means of instruments such as the Ortelius information system

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 8(1))1. Community financial assistance may be awarded to the following initiatives aimed at promoting the objectives of this programme, provided that such initiatives are not eligible for assistance under other Actions of the programme:(a) awareness-raising activities to promote cooperation in the field of education, including support for appropriate competitions and other events designed to enhance the European dimension of education;(b) transnational activities carried out by associations and other non-governmental bodies active in the field of education, as well as bodies concerned with educational guidance and counselling;(c) conferences and symposia on innovations in the sectors targeted by the programme;(d) activities aimed at training persons involved in the management of European cooperation projects in the field of education;(e) measures to optimise and disseminate the results of projects and activities carried out with the support of this programme or its previous phase;(f) activities involving cooperation with third countries and with the competent international organisations, in particular the Council of Europe, in accordance with Article 13 of the Decision.

GREEN / BLUE

#^95. Annex II, Action 8(2) in Conciliation Committee Joint Text (important)

ORIGINAL PROPOSAL (Annex II, Action 8(2)):Community assistance may be provided to carry out the information activities necessary to implement the programme, support the activities of the integrated management structures set up by the Member States in accordance with Article 5 of the Decision, and to ensure an effective monitoring and evaluation system of the actions contained in this Annex.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 8(2))Community financial assistance will be provided to support the activities of the SOCRATES National Agencies set up by the Member States in accordance with Article 5 of the Decision, and to ensure the effective monitoring and evaluation of this programme.

HARD TO TELL / WHITE

49

#^96. Annex II, Action 8(3) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex II, Action 8(3)):In carrying out the programme the Commission can have recourse to technical assistance organisations the financing of which may be provided for within the overall envelope for the programme. It can, under the same conditions, have recourse to experts. Furthermore, the Commission will be able to organise seminars, colloquia or other meetings of experts, likely to facilitate the implementation of the programme. The Commission can also take forward information, publication and dissemination actions.

CONCILIATION COMMITTEE JOINT TEXT (Annex II, Action 8(3))In carrying out the programme, the Commission may have recourse to experts and to technical assistance organisations, the financing of which may be provided for within the overall financial framework for the programme. Furthermore, the Commission may organise such seminars, colloquia or other meetings of experts as are likely to facilitate the implementation of the programme, and undertake appropriate information, publication and dissemination actions..

#97. Annex III, introduction in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex III): III. PROCEDURES FOR THE SUBMISSION AND SELECTION OF PROJECTS Procedures for the proposal and selection of the projects referred to in this Annex are as follows:

CONCILIATION COMMITTEE JOINT TEXT (Annex III)III. SELECTION PROCEDURESSAME AS ORIGINAL PROPOSAL

NO CHANGE / WHITE

#98. Annex III, 1 in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex III.1): 1. Requests for financial assistance for projects submitted under Actions 1.1 and 1.2 point 3(c),

which are considered decentralised, as well as for preparatory visits under all Actions except Action 2, shall be submitted to the integrated management structures designated by the Member States in accordance with Article 5, paragraph 3, of the Decision. These structures shall select the projects and allocate financial assistance to the selected projects in accordance with the general guidelines established under Article 7, paragraph 3, of the Decision.

CONCILIATION COMMITTEE JOINT TEXT (Annex III.1)1. Decentralised Actions

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The following Actions, under which the selection decisions are taken by the Member States, are to be considered "decentralised":(a) – Action 1.1 (School partnerships) – Action 1.2, point 2(a), (b), (c) (Mobility actions within training partnerships for school educational staff) – Action 3, point 2(h) (Visits and exchanges in adult education) – Action 6.1, point 2(b) (Arion study visits) – Preparatory Visits under all Actions. Requests for financial assistance submitted under these Actions are to be submitted to the SOCRATES national agencies designated by the Member States in accordance with Article 5 of the Decision. The Member States, with the assistance of the SOCRATES national agencies, will carry out the selection and allocate financial assistance to the applicants selected in accordance with general guidelines to be established under Article 8(2) of the Decision.

(b) Action 2.2, point 3 (Mobility of students and university teachers)The awarding of the financial assistance to students and university teachers for mobility assignments within the institutional contracts mentioned in Action 2.1 and for the organisation of the mobility of students and university teachers will be carried out by Member States with the assistance of the SOCRATES national agencies designated pursuant to Article 5 of the Decision, taking into account the past performance of the universities concerned, in accordance with general guidelines to be established under Article 8(2) of the Decision.

GREEN / BLUE

#99. Annex III.2 in EP 1 st Reading (important)

ORIGINAL PROPOSAL (Annex III.2 and 3): 2. The awarding of the financial assistance provided for in Action 2.2 point 3 to students and

academic teachers carrying out mobility assignments within the institutional contracts mentioned in Action 2.1, shall be carried out by the integrated management structures designated by the Member States in accordance with Article 5, paragraph 3, of the Decision, in accordance with the general guidelines established under Article 7, paragraph 3, of the Decision.

3. Requests for financial assistance for projects mentioned in other parts of the programme, considered to be centralised, shall be submitted to the Commission which will forward them to the integrated management structures. Decisions on financial assistance for projects shall be taken by the Commission after receiving the opinion of the Committee in accordance with Article 7, paragraph 6, of the Decision.

COUNCIL COMMON POSITION (Annex (III)(2)(a)(iii)): In cases where the Commission’s assessment is at variance with the assessment received from the national agency in the coordinating country concerning the quality or appropriateness of the project, the Commission shall consult with the Member State concerned.

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EP 2ND READING (Annex (III)(2)(a)(iii)):Deleted

CONCILIATION COMMITTEE JOINT TEXT (Annex III)2. Centralised ActionsThe following Actions, under which the selection decisions are taken by the Commission, are to be considered "centralised":(a) – Action 1.2, point 2(d), (e), (f), (g) (Multilateral cooperation activities) – Action 3, point 2(a) to (g) and (i) (Multilateral cooperation activities) – Action 4 (Lingua) – Action 5 (Minerva) – Action 6.2 (Innovatory initiatives).For the selection of projects under these Actions, the following procedure will apply: (i) Project coordinators will submit a project proposal to the Commission and send a copy to the SOCRATES national agency designated by the respective Member State.(ii) The Commission, with the assistance of independent experts will assess the project proposals. National agencies may provide the Commission with their assessment of these proposals.(iii) In cases where the Commission’s assessment is at variance with the assessment received from the national agency in the coordinating country concerning the quality or appropriateness of the project, the Commission shall - upon request of the Member State - consult with the Member State concerned. The duration of this consultation process shall not exceed two weeks.(iv) The Commission will submit to the committee a proposal on the final selection (projects to be supported and amounts to be awarded) in accordance with the procedure set out in Article 8(2) of the Decision.(v) After receiving the opinion of the committee, the Commission will establish the list of selected projects and allocate the amounts to be awarded.

In certain cases, owing in particular to the scale and nature of the activities in question, a two-phase procedure may be adopted. In such cases, the procedure set out above is preceded by the submission and selection of pre-proposals. The decision in this regard and the arrangements for the pre-selection will be determined in accordance with Article 8(2) of the Decision.

(b) – Action 1.3 (Networks related to school partnerships and the training of staff involved in school education) – Action 2.1 (European inter-university cooperation) – Action 2.3 (Erasmus thematic networks) – Action 3.3 (Networks in adult education) – Action 6.1, points 2(a), (c), (d), (e) (Observation) – Action 8 (Accompanying Measures)

Project proposals under these actions will be submitted to the Commission. The Commission, in the case of Actions 1.3, 2.3 and 3.3, with the assistance of independent experts will assess the project proposals. Decisions on the project proposals will be taken by the Commission after receiving the opinion of the committee in accordance with Article 8(2) of the Decision.

The two-phase procedure referred to in the final paragraph of Section III.2 (a) will apply to Actions 1.3, 2.3 and 3.3 under the same conditions as set out in that paragraph.

52

GREEN / BLUE

#100. Annex III.3, 4, 5 (new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex III)

3. Joint actionsProcedures for selection under Action 7 of the programme (Joint Actions) will be determined in accordance with Article 8(2) of the Decision. Where appropriate, the procedures set out above may be adapted in order to meet the special requirements of the Joint Actions in question. The Commission will make every effort to ensure optimal coordination between these procedures and those adopted within the other Community programmes or actions with which the Joint Actions in question are implemented.

4. The Commission, assisted by the Member States, will endeavour to ensure that the selection decisions are made known to applicants at the latest five months after the closing date for submission of applications under the Action in question. For projects selected in accordance with the two-phase procedure provided for under point 2(a) and (b), this will only refer to the second stage of the selection (full project proposal).

5. The Commission and, in the case of Decentralised Actions, the Member States will seek to ensure optimal coordination between the procedures and deadlines for submitting and selecting applications for support within this programme and the Community programmes in the fields of vocational training and youth respectively.

#^101. Annex (IV)(1) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (IV)):IV. FINANCIAL PROVISIONS 1. The Community funds intended to provide financial support under Actions 1.1, 1.2 point 3(c) and 2.2 point 3, will be shared out between the Member States according to the formulas contained in point 5 below.

….

5. Distribution formula for : Action 1.1 Action 1.2 point 3(c) Action 2.2 point 3 (a) a minimum amount to be determined in accordance with budgetary availability will be allocated to each Member State; (b) the remainder will be allocated to the various Member States on the basis of: (i) the country's per capita gross domestic product; (ii) the distance between the Member State of origin and the host Member State; (iii) the country's total number of:

53

- pupils and teachers in school education for Action 1.1 and Action 1.2 point 3(c); - students in higher education for Action 2.2 point 3 (students). The number of graduates could

also be taken into account; - teachers in higher education for Action 2.2 point 3 (teachers).

CONCILIATION COMMITTEE JOINT TEXT (Annex IV)IV. FINANCIAL PROVISIONSA. Decentralised Actions1. The Community funds intended to provide financial support under the Actions identified as decentralised in Section III, point 1, are to be allocated among the Member States in accordance with the following formulae:(a) a minimum amount to be determined in accordance with budgetary availability for the Action concerned will be allocated to each Member State;(b) the remainder will be allocated to the various Member States on the basis of:(i) the difference in the cost of living between the Member State of origin and the host Member State;(ii) the distance and cost of travel between the Member State of origin and the host Member State to be calculated taking into account the lowest travel price for the journey concerned;(iii) the country’s total number of:– pupils and teachers in school education for Action 1.1 (School partnerships) and Action 1.2 point 2(a), (b), (c) (Mobility actions within training partnerships for school education staff);– students in higher education for Action 2.2, point 3 (mobility of students). The number of graduates should be limited in its scope as a subsidiary and complementary factor to be determined in accordance with Article 8(2) toqualify, where appropriate, the allocation to the Member States.– university teachers for Action 2.2 point 3 (Mobility of university teachers).

#^102. Annex (IV)(A)(2) in Conciliation Committee Joint Text (important)

ORIGINAL PROPOSAL (Annex (IV)):2. The Community funds thus distributed shall be administered by the national structures provided for in Article 5, paragraph 3, of the Decision. These structures shall also ensure coordination with the financial resources available in the Member States aimed at encouraging participation in European cooperation activities.

CONCILIATION COMMITTEE JOINT TEXT (Annex IV)IV. FINANCIAL PROVISIONSA. Decentralised Actions2. The Community funds thus distributed are to be administered by the Member States with the assistance of the SOCRATES national agencies provided for in Article 5 of the Decision.

RED / RED

#^103. Annex (IV)(A)(3) in Conciliation Committee Joint Text (important)

ORIGINAL PROPOSAL (Annex (IV)(3)):

54

3. The Commission, acting in cooperation with the Member States, shall take the necessary measures to encourage balanced participation at Community, national and regional level, and, in the case of higher education, in the various fields of study. The proportion allocated to these measures must not exceed 10% of the annual budget for financing each of the actions in question.

CONCILIATION COMMITTEE JOINT TEXT (Annex IV)IV. FINANCIAL PROVISIONSA. Decentralised Actions3. The Commission, acting in cooperation with the Member States, will take the necessary measures to encourage balanced participation at Community, national and, where appropriate, regional level, and, in the case of higher education, across the various fields of study. The proportion allocated to these measures must not exceed 5% of the annual budget for financing each of the Actions in question.

RED / YELLOW

#^104. Annex (IV)(4) in Original Proposal (important)

ORIGINAL PROPOSAL (Annex (IV)):4.In order to ensure as wide a distribution as possible in each Member State, and the efficient monitoring and exchange of experience between the projects and the activities supported, national structures shall be encouraged to work in close cooperation with the appropriate authorities at regional and local level in their respective countries. They may, in cooperation with the Commission, take initiatives aimed at promoting an equitable participation of the various establishments at national or regional level, in particular through the dissemination of information and awareness-raising activities.

CONCILIATION COMMITTEE JOINT TEXT (Annex IV)Deleted

RED / RED

#^105. Annex (IV)(A)(4) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (IV)):6. The arrangements for the allocation of funds to each Member State for the support of preparatory visits shall be decided upon by the Commission, after receiving the opinion of the Committee in accordance with Article 7, paragraph 6, of the Decision.

CONCILIATION COMMITTEE JOINT TEXT (Annex IV)IV. FINANCIAL PROVISIONSA. Decentralised Actions

55

4. The arrangements for the allocation of funds to each Member State for the mobility activities provided for in Action 3, point 2(h) (Adult education visits and exchanges) and 6.1, point 2, second indent (Arion), for the organisation of the mobility of students and university teachers in accordance with Section III.1.b, for the support of preparatory visits and for the preparatory measures referred to in Section IV, point B.4 will be decided upon by the Commission after receiving the opinion of the committee in accordance with Article 8(2) of the Decision.

#^106. Annex (IV)(B)(1), (a) to (c) in Council Common Position (important)

COUNCIL COMMON POSITION (Annex (IV)(B)(1), (a) to (c)): 4. the resources to be committed under Action 1 (Comenius) will not be less than 27% of the total

budget available for this programme;5. the resources to be committed under Action 2 (Erasmus) will not be less than 51% of the total

budget available for this programme;6. the resources to be committed under Action 3 (Grundtvig) will not be less than 7% of the total

budget available for this programme;

CONCILIATION COMMITTEE JOINT TEXT (Annex IV)B. Other provisions1. Having due regard to the quality and quantity of applications for financial support, the following guidelines will be taken into account when allocating resources in accordance with Article 8(2) of the Decision:(a) the resources to be committed under Action 1 (Comenius) will not be less than 27% of the total budget available for this programme; (b) the resources to be committed under Action 2 (Erasmus) will not be less than 51% of the total budget available for this programme;(c) the resources to be committed under Action 3 (Grundtvig) will not be less than 7% of the total budget available for this programme;(d) the resources to be committed for financial assistance for the Socrates national agencies under Action 8.2 and for technical assistance under Action 8.3 will not exceed 4,5% of the total annual budget available for this programme.The above percentages are indicative and may be adapted in accordance with Article 8(2) of the Decision.

2. As a general rule, Community financial assistance granted for projects under this programme is intended partially to offset the estimated cost necessary to carry out the activities concerned and may cover a maximum period of three years, subject to a periodic review of progress achieved. The Community contribution will not normally exceed 75% of the total cost of any specific project, except in the case of accompanying measures. Assistance may be granted in advance to enable preparatory visits to take place in respect of the projects in question.The amount to be made available in the annual budget of the programme for activities under Action 8.1(f) shall not exceed EUR 250 000."

3. The specific situation of persons with special needs will be taken into account when determining the amount of Community financial assistance to be awarded.

56

4. With regard to activities involving the mobility of persons, Community financial assistance may be awarded to help ensure adequate preparation for the period to be spent in another Member State. Such preparatory measures may include in particular language courses, information on social and cultural aspects of the host Member State, etc.

GREEN / YELLOW

#^107. Annex (V), (4) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 1st indent):

V. DEFINITIONS For the purposes of this programme :

- "lifelong learning" means the education and training opportunities offered to individuals throughout their lives to enable them continually to update their knowledge and skills;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)(4)):V. DEFINITIONSFor the purposes of this Decision:4. "life-long learning" means the education and training opportunities offered to individuals throughout their lives to enable them continually to acquire, update and adapt their knowledge, skills and competences;

#^108. Annex (V), (2) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 9th indent):- "decision-makers" includes staff with managerial, assessment, training, guidance and inspection

duties in the field of education, persons responsible for this area at local, regional and national level and within the ministries;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)(2)):1. "decision-makers" means any category of staff with managerial, assessment, training, guidance

and inspection duties in the field of education and persons responsible for this area at local, regional and national level and within ministries;

#^109. Annex (V), (5) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 3rd indent):- "open and distance education" means any type of education involving the use of traditional or

advanced information and communication technologies and services, backed up by individualised counselling and tutoring;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)(5)):

57

5. "open and distance learning" means any form of flexible education, whether or not involving the use of information and communication technologies;

#^110. Annex (V), (7) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 4th indent):

- "pupil" means persons enrolled in that capacity at a school;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)(7)):7. "pupil" means persons enrolled in that capacity at a "school" as defined in this Annex;

#^111. Annex (V), (9) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 7th indent):- "school" means all types of institutions providing school education, whether providing general

(nursery, primary or secondary), vocational or technical education;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V))(9)):9. "school" means all types of institutions providing general (nursery, primary or secondary), vocational or technical education and, exceptionally, in the case of measures to promote language learning, non-school institutions providing apprenticeship training;

#^112. Annex (V), (11) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 8th indent):- "student" means persons registered in universities, whatever their field of study, in order to

follow higher education studies leading to a degree or diploma, up to and including the level of doctorate;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)(11)):11. "student" means persons registered in "universities" as defined by this Annex, whatever their field of study, in order to follow higher education studies leading to a degree or diploma, up to and including the level of doctorate;

#^113. Annex (V), 9 th indent in Amended Proposal (not IMPORTANT)

ORIGINAL PROPOSAL (Annex (V), 9th indent):- "virtual mobility" means all the resources, methods, services and simulations which make it

possible, through the use of information technologies and telecommunications networks, to gain access to information available in other places, exchange ideas and cooperate with geographically distant partners;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):

58

SAME AS AMENDED PROPOSAL

#^114. Annex (V), (10) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 10th indent):- "both sides of industry" at national level means employers' and workers' organisations in

conformity with national laws and/or practices; at Community level means employers' and workers' organisations taking part in the social dialogue at Community level;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):10. "social partners" means, at national level, employers’ and workers’ organisations in conformity with national laws and/or practices and, at Community level, employers’ and workers’ organisations taking part in social dialogue at Community level;

#^115. Annex (V), (8) in Conciliation Committee Joint Text (important)

ORIGINAL PROPOSAL (Annex (V), 11th indent):- "European knowledge centre" is the term used to denote a grouping together at regional or local

level of actors participating in the present programme and the Community programmes in the fields of vocational training and youth, for the purpose of supporting regional or local lifelong learning policies in particular by means of disseminating information and results and promoting active interaction across the three programmes;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):8. "resource centre" means a body engaged in the production, collection or dissemination of documentation, materials or methodologies relating to a sector of activity addressed by this programme, such as languages or information and communication technologies related to education;

RED / RED

#^116. Annex (V), 12 th indent in Original Proposal (not important)

ORIGINAL PROPOSAL (Annex (V), 12th indent):- "Community terms of reference" means all the analyses, studies, surveys and identification of

good practice which make it possible to locate, at Community level, the relative position of the various Member States and the progress made on a given subject or in a given area;

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):deleted

#^117. Annex (V), (13) in Conciliation Committee Joint Text (not important)

ORIGINAL PROPOSAL (Annex (V), 13th indent):- "university" means any type of higher education institution which offers qualifications or

diplomas at that level, whatever such establishments may be called in the Member States.

59

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):13. "university" means any type of higher education institution, according to national legislation or practice, which offers qualifications or diplomas at that level, whatever such establishments may be called in the Member States;

#^118. Annex (V), (1)(new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):V. DEFINITIONSFor the purposes of this Decision:1. "company" means all companies in the public or private sector whatever their size, legal status or the economic sector in which they operate, and all types of economic activities, including the social economy;

#^119. Annex (V), (3)(new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):3. "guidance and counselling" means a range of activities such as information, assessment, orientation and advice to assist learners to make choices relating to education and training programmes or employment opportunities;

#^120. Annex (V), (6)(new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):6. "project" means transnational cooperation activity developed jointly by a formal or informal grouping of organisations or institutions;

#^121. Annex (V), (12)(new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):12. "teacher/educational staff" means persons who, through their duties, are involved directly in the educational process in the Member States, in accordance with the organisation of their respective education system;

#^122. Annex (V), (14)(new) in Conciliation Committee Joint Text (not important)

CONCILIATION COMMITTEE JOINT TEXT (Annex (V)):14. "university teacher" means any category of personnel employed in that capacity at a "university" as defined in this Annex.

60