Commission Implementing Regulation (EU) 2023/2696 of 4 December 2023 setting out the procedures to follow and the template to be used for conducting the beneficiary surveys of the European Globalisation Adjustment Fund for Displaced Workers pursuant to Regulation (EU) 2021/691 of the European Parliament and of the Council

Official Journal EN of the European Union L series 2023/2696 5.12.2023 COMMISSION IMPLEMENTING REGULATION (EU) 2023/2696 of 4 December 2023 setting out the procedures to follow and the template to be used for conducting the beneficiary surveys of the European Globalisation Adjustment Fund for Displaced Workers pursuant to Regulation (EU) 2021/691 of the European Parliament and of the Council THE EUROPEAN COMMISSION, Having regard to the Treaty on the Functioning of the European Union, Having regard to Regulation (EU) 2021/691 of the European Parliament and of the Council of 28 April 2021 on the European Globalisation Adjustment Fund for Displaced Workers (EGF) and repealing Regulation (EU) No 1309/2013(1), and in particular Article 22(6) thereof, After consulting the Committee on the EGF established by Article 26 of Regulation (EU) 2021/691, Whereas: (1) In order to ensure the monitoring of results and to facilitate evaluations of the European Globalisation Adjustment Fund for Displaced Workers (EGF), Member States are required to support the Commission in conducting a beneficiary survey after the implementation of each financial contribution from the EGF pursuant to Article 22 of Regulation (EU) 2021/691. (2) To ensure the effectiveness of the use of surveys for evaluation purposes, it is necessary to lay down uniform provisions for conducting the surveys, and to establish a common template that enables the aggregation of data at Union level. (3) To ensure the efficient analysis of the surveys for monitoring and evaluation purposes, it is necessary to fully exploit the advantages of electronic tools for conducting the surveys, while preserving the security of exchanges and ensuring integrity, authenticity and confidentiality of information, in compliance with applicable data protection rules. Therefore the Commission should design an online tool for conducting the beneficiary surveys on EUSurvey, the online survey-management system of the Commission. (4) Member States should support the Commission by informing beneficiaries about the survey to be conducted and encouraging them to participate by sending out the invitation to take part and at least one reminder. As the Commission is managing the surveys, Member States should inform the Commission as soon as invitations or reminders are sent out. Member States should also encourage beneficiaries to keep their contact details updated until the launch of the survey, and extend help in accessing the online survey. (5) As the owner of the data, the Commission should use the quantitative and qualitative information collected for monitoring and evaluation purposes only. (6) The Member State concerned may request to receive the aggregate results of a survey for national monitoring and evaluation purposes. Should the Member State concerned wish to add questions that it deems useful for national monitoring or evaluation purposes, the Commission should be enabled to add these questions to the survey to be conducted, while ensuring the wholeness of the template, (1) OJ L 153, 3.5.2021, p. 48. ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj 1/14EN OJ L, 5.12.2023 HAS ADOPTED THIS REGULATION: Article 1 Subject matter This Regulation sets out the procedures to follow and the template to be used for conducting the beneficiary surveys referred to in Article 22 of Regulation (EU) 2021/691. Article 2 Procedures on conducting the beneficiary survey 1. The Commission shall set up the survey on an online survey-management system, in the official language(s) of the Member State concerned, using the template referred to in Article 3. The link to the survey shall be sent to the Member State concerned not later than five months after the end of the implementation period of the relevant financial contribution. 2. The Member State concerned shall launch the survey during the sixth month after the end of the implementation period in accordance with Article 22(4) of Regulation (EU) 2021/691 by sending out an invitation to participate in the survey to each beneficiary of European Globalisation Adjustment Fund for Displaced Workers (EGF) assistance. From the date of the launch of the survey, the Commission shall keep the survey active for at least four weeks. 3. The Member State concerned shall inform the Commission about possible holiday periods or other circumstances that might impact the participation rate. In this case, the survey may be scheduled for an extended period of up to eight weeks. 4. The Member State concerned shall send a reminder to the beneficiaries one week before the scheduled end of the survey. 5. In case of low participation rates, the Commission and the Member State concerned may agree on an extension of the survey period. If it is agreed to extend the survey period, the Member State concerned shall send out an additional reminder to the beneficiaries and shall indicate the duration of the extended period. 6. The Member State concerned shall report to the Commission about the efforts made to encourage participation and inform the Commission as soon as the survey has been launched, and as soon as any reminder has been sent out. 7. The Member State concerned shall make aware the beneficiaries of the future survey as soon as they seek assistance and request them to keep their contact details updated until the launch of the survey. Member States shall help beneficiaries in accessing the online survey-management system. Article 3 Template for beneficiary surveys 1. The beneficiary surveys referred to in Article 22 of Regulation (EU) 2021/691 shall be carried out using the template set out in the Annex. 2. The Commission shall make the template available in all official Union languages. 3. The Member State concerned may request to add questions to the template for national monitoring or evaluation purposes, as long as the template as such is not altered. The suggested additional questions have to be submitted to the Commission in the official language(s) of the Member State not later than two months after the end of the implementation period. The Commission decides whether to allow additional questions to be added. 2/14 ELI: http://data.europa.eu/eli/reg_impl/2023/2696/ojEN OJ L, 5.12.2023 Article 4 Use of the survey data 1. The Commission shall be the owner of the data collected. The Commission shall use the quantitative and qualitative information collected for monitoring and evaluation purposes only. 2. Upon request, the Commission shall make the aggregate results of a survey available to the Member State concerned for national monitoring and evaluation purposes. Article 5 Entry into force This Regulation shall enter into force on the twentieth day following that of its publication in the Official Journal of the European Union. This Regulation shall be binding in its entirety and directly applicable in all Member States. Done at Brussels, 4 December 2023. For the Commission The President Ursula VON DER LEYEN ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj 3/14EN OJ L, 5.12.2023 ANNEX TEMPLATE FOR EGF BENEFICIARY SURVEY Email draft Dear beneficiaries, You are invited to participate to this survey because you have received support from the European Globalisation Adjustment Fund for Displaced Workers (EGF) after dismissals in [company name / economic sector / region] in [Member State]. The EGF is a European instrument, which provides assistance to persons who have lost their job because of a major restructuring event. To participate in this EU Survey, please create a European Commission’s user authentication service (EU Login) account. Follow the steps described here. The questionnaire should not take more than [7] minutes to complete. Your answers will be automatically saved so if you prefer you can complete a part of the survey and return later to finish it. Last chance to submit the answers is [date]. Your answers will be treated fully confidentially and will not be shared with anyone else. If you have any questions about this survey, please contact [name of the respective national EGF contact person or functional mailbox]. Thank you very much for taking the time to respond – we highly appreciate your feedback! Introduction to the survey The purpose of this survey is to find out if the European Globalisation Adjustment Fund for Displaced Workers (EGF) has been useful to the people who received support. The data collected in this survey will be used to improve the EGF. 1. The European Union and the EGF 1.1. Are you aware that the measures you participated in were co-financed by the European Union? (multiple answers possible) ○ Yes, I was aware that the measures I received were co-financed by the European Union (EU) ○ Yes, I was aware that the measures I received were co-financed by the European Globalisation Adjustment Fund for Displaced Workers (EGF) ○ No 2. Background on the beneficiary We would like to know more about your personal situation. Please, answer the following questions. 2.1. How old are you? ○ 15-24 ○ 25-29 ○ 30-45 ○ 46-54 ○ 55-64 ○ Over 65 2.2. What is your gender? ○ Female ○ Male ○ Non-binary ○ Prefer not to say 4/14 ELI: http://data.europa.eu/eli/reg_impl/2023/2696/ojEN OJ L, 5.12.2023 2.3. What is your citizenship? ○ Choose from list (EU and non-EU countries) ○ If double citizenship, please type in the second citizenship: ________ 2.4. What is your highest and completed level of education according to the International Standard Classification of Education (ISCED)? ○ Not completed primary education (ISCED 0) ○ Primary education (ISCED 1) ○ Secondary education (ISCED 2 and 3) ○ Vocational education (ISCED 4) ○ Bachelor’s degree (ISCED 6) ○ Master’s degree (ISCED 7) ○ Other: ______ total years of education: _______ 2.5. How many years of professional experience do you have? ○ 1-3 ○ 4-5 ○ 6-10 ○ 11-15 ○ 16-20 ○ 21-30 ○ More than 30 2.6. Do you have a disability? ○ Yes ○ No ○ Prefer not to say 2.7. Do you have a migrant background(1)? ○ Yes ○ No ○ Prefer not to say 2.8. Have you ever experienced long-term unemployment(2)? ○ Yes ○ No ○ Prefer not to say 2.9. Do you feel disadvantaged at the labour market? ○ No ○ Yes, if yes, please specify the reason:_____________ ○ Prefer not to say (1) A person who has: (a) migrated into their present country of residence; and/or (b) previously had a different nationality from their present country of residence; and/or (c) at least one of their parents previously entered their present country of residence as a migrant. (info bubble) (2) Long-term unemployment refers to being without work for longer than one year, while actively looking for employment. (info bubble) ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj 5/14EN OJ L, 5.12.2023 3. Your employment situation before benefiting from EGF support Next questions should give us more information about your previous job. The answers will help us to compare your employment situations before and after receiving the EGF support. 3.1. What was your employment status? Employment Status ○ Employed ○ Self-employed My job was* ○ Full time ○ Part time My contract/employment relationship ○ Permanent (open-ended) ○ Temporary (fixed term) was*… My contract/employment relationship ○ Provided directly through the ○ Provided through an agency was*… company * Not applicable for self-employed 3.2. To what extent were you satisfied with your job? Very satisfied Satisfied Prefer not to say Dissatisfied Very dissatisfied 4. Measures and/or support Following questions are about the measures and/or support which you have received. 4.1. Which types of support did you receive? Multiple answers possible. General categories (*optional) specific measures Individual job search assistance, case Profiling(3) management and general information Advice, Counselling, Career guidance or job search assistance services Mentoring or coaching Outplacement assistance(4) Training and re-training Training and re-training – Institutional training (school, university, training centre or similar) Training and re-training – vocational training; supervised workplace training; apprenticeship schemes, traineeships or internships Employment incentives/wage subsidy Wage subsidy Supported employment & rehabilitation Supported employment(5) Rehabilitation(6) (3) Assessing jobseekers’ employment potential which serve the purpose of developing individual action plans and directing the jobseekers towards the appropriate active labour market measures. (info bubble) (4) The provision of assistance to redundant employees in finding new employment, either as a benefit provided by the employer directly, or through a specialist service. (info bubble) (5) Subsidies for the employment of persons with a permanently (or long-term) reduced working capacity. (info bubble) (6) Measures providing vocational rehabilitation for persons with a reduced working capacity (temporary or permanent) and which help participants adjust to their disability or condition and develop competencies that prepare them to move on to work or regular training. (info bubble) 6/14 ELI: http://data.europa.eu/eli/reg_impl/2023/2696/ojEN OJ L, 5.12.2023 Promotion of entrepreneurship Assistance with starting your own business (for example counselling, coaching, legal advice, etc.) Financial incentives to start up your own business Assistance with business creation Assistance with employee take-overs Allowances Training allowance Job-search allowance Mobility allowance and/or contribution to commuting costs Subsistence allowance Contribution to the cost of carers of dependent persons. Others (please fill in): ________________ 4.2. How much time passed between your dismissal and starting the measure(s)? ○ Less than one month ○ 1-2 months ○ 3-5 months ○ 6-8 months ○ 9-12 months ○ Longer than 12 months 4.3. For how long did you receive support provided through the EGF? ○ Less than one month ○ 1-2 months ○ 3-5 months ○ 6-8 months ○ 9-12 months ○ Longer than 12 months 4.4. To what extent do you Strongly Strongly Do not Not agree with the following Agree Disagree agree disagree know applicable statements The support I got was tailored to my needs The support I got helped me to develop new skills/gain new qualifications Thanks to the support I received, I am now better able to use digital technologies (e.g. internet; computer, smartphone, other devices, software) [digital skills] ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj 7/14EN OJ L, 5.12.2023 Thanks to the support I received, I am now better able to save energy, produce less waste or find other ways to help the environment [green skills] The support I got encouraged me to overcome gender-stereotypes in job selection, and/or made me more aware of gender discrimination in general The support I got helped me to gain more confidence in my abilities The support I got helped me to build a network of contacts After participating in the measure(s) I am better qualified for work 4.5. Which measure was most useful? ○ Choose from the list of measures (drop down menu): ○ counselling/coaching ○ training/re-training ○ wage subsidy ○ supported employment and rehabilitation ○ promotion of entrepreneurship ○ allowances 4.6. Were you offered measures that you did not participate in? ○ Yes ○ No (if no, skip to question 4.8) 4.7. What is the reason for not participating in measures? ○ Not interested ○ Bad timing ○ I got offered a job ○ It was far away ○ Personal reasons ○ Other, type in: _____ 4.8. Did you ask for a specific measure? ○ Yes ○ No (Skip to question 4.11) 4.9. Did you receive the measure you asked for? ○ Yes ○ If no, what measure did you request? Type in: _____ 8/14 ELI: http://data.europa.eu/eli/reg_impl/2023/2696/ojEN OJ L, 5.12.2023 4.10. If no, do you know why you did not receive the measure you asked for? Type in:_________ 4.11. If you completed education or training with support of the EGF, what type of education? (Multiple answers possible) ○ Primary education ○ Secondary education ○ Vocational education/training ○ Bachelor’s degree ○ Master’s degree ○ Validation of a degree from non-EU country ○ Language courses ○ Training to prepare for recognition of skills acquired through work experience ○ Re-training/re-skilling/professional re-orientation, which profession: (type in) ○ Other: Type in______________ ○ Not applicable 4.12. What was your status Your status 6 months after (if Your status 12 months after Your status 18 months after (if after you applicable) (if applicable) applicable) ended your last measure? ○ Undergoing training ○ Undergoing training ○ Undergoing training or education or education or education ○ Employed ○ Employed ○ Employed ○ Self-employed ○ Self-employed ○ Self-employed ○ Unemployed ○ Unemployed ○ Unemployed ○ Retired ○ Retired ○ Retired ○ Other (Type in) ○ Other (Type in) ○ Other (Type in) ○ Not applicable ○ Not applicable ○ Not applicable 5. Current situation We would like to know which of the following options describes best your current employment status. 5.1. What best describes your current situation? (If more than one option is applicable, choose the predominant option and add additional information in the next question.) ○ Unemployed (including permanent sick leave, disabled or incapacitated, on family leave, doing housework, looking after children or other persons) (Skip to chapter 6) ○ Employed (permanent, temporary, short-term, platform(7)) (Skip to chapter 7) ○ Self-employed (Skip to chapter 8) ○ Student or undergoing training (Skip to chapter 9) ○ Retired (Skip to chapter 10) ○ Other Inactive (Skip to chapter 10) (7) Paid work organised through online platforms. (info bubble) ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj 9/14EN OJ L, 5.12.2023 5.2. If you have additional information on your current employment situation, please specify: ______ 6. For the participants that are currently unemployed In the previous question, you have marked that you are currently unemployed and/or in permanent sick leave, doing housework, looking after children or other persons. The following questions will help us understand your specific situation. 6.1. For how many months have you been without a job? Type in _______________ 6.2. Are you currently looking for a job? ○ Yes, I am actively looking for a job ○ No, I have already found a new job, but have not started working yet ○ No, I am not interested in finding a job at this moment 6.3. If you are not interested in finding a job, why? Type in_________ 7. For the participants that are currently employed In the previous question, you have marked that you are currently employed. The following questions will help us understand your specific situation. 7.1. Is the job a…? ○ Full time position ○ Part time position 7.2. What type of contract do you have? ○ Permanent (open-ended) contract ○ Temporary (fixed term) contract 7.3. What type of employment relationship do you have? ○ Direct through the company ○ Indirect through an agency 7.4. Do you have the same profession as before receiving EGF support? ○ Yes ○ No ○ If no, which profession? Type in:_________________ 7.5. Is your new job in the same region as your previous job that you held before receiving EGF support? ○ Yes ○ No, different region ○ No, different country inside the EU ○ No, different country outside the EU 7.6. Did the support you received motivate you to find a job outside the country or region? ○ Yes ○ No 10/14 ELI: http://data.europa.eu/eli/reg_impl/2023/2696/ojEN OJ L, 5.12.2023 7.7. For how long have you been working in your current job? ○ 0-2 month ○ 3-5 months ○ 6-11 months ○ 12-17 months ○ 18-24 months ○ Longer than 24 months 7.8. Do you have more responsibilities in your current job than in your previous? ○ Yes ○ No ○ Prefer not to say 7.9. How many hours of paid or unpaid overtime do you normally work in your new job? ○ More than in my previous job ○ Less than in my previous job ○ The same as in my previous job 7.10. How is your salary compared to your previous job? ○ Higher ○ Lower ○ Same ○ Prefer not to say 7.11. In general, how are your working conditions in your new job compared to the job you held before receiving EGF assistance? ○ Better ○ Worse ○ Same ○ Prefer not to say 7.12. Did the support you received help you to find a new job? ○ Yes ○ No ○ Prefer not to say 7.13. Are the technical and digital skills you acquired during the support you received helpful in the new job? ○ They helped me very much ○ They helped me a little ○ No, they didn’t help me at all ○ I did not receive such trainings 7.14. Are the environmental/green skills you acquired during the support you received helpful in the new job? ○ They helped me very much ○ They helped me a little ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj 11/14EN OJ L, 5.12.2023 ○ No, they didn’t help me at all ○ I did not receive such trainings 8. For the participants that are currently self-employed In the previous question, you have marked that you are currently self-employed. Please, answer following questions. The following questions will help us understand your specific situation. 8.1. Do you run your business as …? ○ Full time job ○ Part time job 8.2. Is your business in the same sector as your previous job, which you held before receiving EGF support? ○ Yes ○ No ○ If no, which sector? Type in: ____________ 8.3. Do you run your business in the same region as your previous job, which you held before receiving EGF support? ○ Yes (Skip to 8.5) ○ No, different region ○ No, different country inside the EU ○ No, different country outside the EU 8.4. If no, did the support you received motivate you to start a business outside the country or region? ○ Yes ○ No 8.5. For how long have you been running your own business? ○ 0-2 month ○ 3-5 months ○ 6-11 months ○ 12-17 months ○ 18-24 months ○ Longer than 24 months 8.6. How many people are employed in your business (including you)? (Type the number) _____________ 8.7. How are your earnings compared to your previous job, which you held before receiving EGF support? ○ Higher ○ Lower ○ Same ○ Prefer not to say. 8.8. In general, how are your working conditions compared to your previous job, which you held before receiving EGF support? ○ Better ○ Worse 12/14 ELI: http://data.europa.eu/eli/reg_impl/2023/2696/ojEN OJ L, 5.12.2023 ○ Same ○ Prefer not to say 8.9. Did the support you received help you to become self-employed? ○ Yes ○ No ○ Prefer not to say 8.10. Are the technical and digital skills you acquired during the support you received helpful in your self-employment? ○ They helped me very much ○ They helped me a little ○ No, they didn’t help me at all ○ I did not receive such trainings 8.11. Are the environmental/green skills you acquired during the support you received helpful in your self-employment? ○ They helped me very much ○ They helped me a little ○ No, they didn’t help me at all ○ I did not receive such trainings 9. For persons in education or training In the previous question 5.1, you have marked that you are currently in education or training. The following questions will help us understand your specific situation. 9.1. What type of education are you currently involved in? ○ Completing primary education ○ Completing secondary education ○ Vocational education ○ Bachelor’s degree ○ Master’s degree ○ Validation of a degree from non-EU country ○ Language courses ○ Other: Type in______________ 9.2. What profession are you aiming at after finishing your education/training? Type in: ________ 9.3. Did the support you received help you start an education or a training programme? ○ Yes ○ No ○ Prefer not to say. 9.4. Are the digital skills you acquired during the support you received helpful in your education or training programme? ○ They helped me very much ○ They helped me a little ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj 13/14EN OJ L, 5.12.2023 ○ No, they didn’t help me at all ○ I did not receive such trainings 9.5. Are the environmental/green skills you acquired during the support you received helpful in your education or training programme? ○ They helped me very much ○ They helped me a little ○ No, they didn’t help me at all ○ I did not receive such trainings 10. Closing page Below, please feel free to provide any additional feedback on the EGF assistance you received: Once you click ‘submit’ below, your answers will be saved and sent, and you will not be able to make changes anymore. You can get a copy of your replies sent to your email. Please follow the instructions on the EUSurvey website. Thank you very much for taking the time to answer this survey. 14/14 ELI: http://data.europa.eu/eli/reg_impl/2023/2696/oj