Report on the mid-term evaluation of the European Globalisation Adjustment Fund (EGF)

Further information:

In compliance with Article 20 of Regulation (EU) No 1309/2013 on the European Globalisation Adjustment Fund (2014-2020) (the 'EGF Regulation'), the European Commission carried out a mid-term evaluation to assess how and to what extent the EGF achieves its objectives.

The mid-term evaluation covers all 29 EGF cases submitted in 2014 and 2015. The cases, concerning 10 different Member States, cover 21 economic sectors, with the automotive sector (four cases) and retail sector (three cases) accounting for the most EGF applications over this time period. The number of EGF applications has fallen due to economic recovery, reducing the data available for analysis.

The mid-term evaluation is presented in the form of a Staff Working Document (SWD), and is primarily based on an external contractor's evaluation study which was accepted in December 2016. Further evidence for the SWD was gathered and analysed from previous reports, evaluations, and the general experience of managing the EGF.

Background:

The European Globalisation Adjustment Fund (EGF) was set up with the objective to show solidarity with, and provide support to, workers made redundant as a result of major structural changes in world trade patterns due to globalisation. The scope set out in the initial EGF Regulation (EC) No 1927/2006 was broadened in 2009 by Regulation (EC) No 546/2009 to also include redundancies that are a result of the global financial and economic crisis.

The EGF co-finances measures implemented by the Member States to help redundant workers re-integrate into the job market when their dismissal has had a significant impact on the economy, especially on the employment levels in a region or in a sector. A derogation clause in Article 6(2) of the current Regulation (EU) No 1309/2013 allows Member States facing high youth unemployment rates to include young people ‘not in education, employment, or training (NEET)’ in EGF applications until the end of 2017.

EUR-Lex: SWD(2018)192: Mid-term evaluation of the European Globalisation Adjustment Fund (EGF) https://eur-lex.europa.eu/legal-content/EN/TXT/?uri=SWD:2018:192:FIN

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