BETA

352 Amendments of Denis NESCI

Amendment 7 #

2024/2077(INI)

Motion for a resolution
Recital A
A. whereas the European Social Fund Plus (ESF+) supports, complements and adds value to the policies of the Member States in order to achieve high employment levels, develop a skilled and resilient workforce while ensureing equal opportunities, equal and access to the labour market, fair and high-quality working conditions, social protection and inclusion;
2024/11/19
Committee: REGI
Amendment 25 #

2024/2077(INI)

Motion for a resolution
Recital C
C. whereas different vulnerable groups have different needs, such as women in poverty, labour migrants, children, people with disabilities and elderly peopleparticular groups, such as people in vulnerable situations, have different needs; whereas the digital and green transition is much needed but alsos brings challenges for all people and all workers, and whereas to succeed in this endeavour, the EU must ensure a just transition that does not lose sight of workereave anyone behind and re- empower as mand vulnerable peopy people as possible;
2024/11/19
Committee: REGI
Amendment 36 #

2024/2077(INI)

Motion for a resolution
Recital D
D. whereas the availability and affordability of decent housing is decreasing because of over-liberalisation of the marketas supply does not meet increasing demand; whereas the EU will have its first ever Commissioner for tackling the housing crises, and the first ever European affordable housing plan, expected in 2025;
2024/11/19
Committee: REGI
Amendment 51 #

2024/2077(INI)

Motion for a resolution
Paragraph 1
1. Insists that the ESF+ must continue to be the key and primara key instrument for supporting the Member States, people and regions in regions and local authorities in investing in people and strengthening the social dimencohesion of the Union while reducing territorial disparities;
2024/11/19
Committee: REGI
Amendment 60 #

2024/2077(INI)

Motion for a resolution
Paragraph 2
2. Insists that the objectives of the ESF+ should be to achieve high employment levels with adequate wages, decent working conditions, healthy working environments and social security coverage, in order to develop a skilled, competitive and resilient workforce, ready for the twin transition and the future world of work,underlying industrial transformation and to build fair social protections and inclusive and cohesive societies, with the aims of eradicating poverty and delivering on the principles and the headline targets set out in the EPSR;
2024/11/19
Committee: REGI
Amendment 70 #

2024/2077(INI)

Motion for a resolution
Paragraph 3
3. Calls for a strong, reinforced, stand- alone ESF+ with significantly increased public support for existing instruments aimed at providing for the poorest in our societies;achieving economic, social and territorial cohesion insists, therefore, on doublincreasing the funding for the ESF+ post- 2027;
2024/11/19
Committee: REGI
Amendment 72 #

2024/2077(INI)

Motion for a resolution
Paragraph 4
4. Expresses strong concerns over attempts to split or merge the existing ESF+ with other funds, since that would create serious risks for the implementation of its objectives and those of the EPSR and its action plan, and the reaching of the ESPR’s headline targets; warns that unifying or simplifying funds may not improve their effectiveness;deleted
2024/11/19
Committee: REGI
Amendment 76 #

2024/2077(INI)

Motion for a resolution
Paragraph 4 a (new)
4 a. Urges the European Commission to introduce further simplification measures both for managing authorities and for beneficiaries in order to reduce administrative burden and costly requirements and enhance the funds' effectiveness;
2024/11/19
Committee: REGI
Amendment 81 #

2024/2077(INI)

Motion for a resolution
Paragraph 5
5. Believes that a different ESF+ governance wshould lead to the loss of priority given to social aspects, includingmaintain the focus on employment, skills and social inclusion projects, and to the funding not reaching local levels and those most in need, while increasing the risk ofincluding access to services in urban and rural areas, while ensuring that funding realch location of funds for other purposesl levels and those most in need;
2024/11/19
Committee: REGI
Amendment 89 #

2024/2077(INI)

Motion for a resolution
Paragraph 6
6. Calls on the Commission and the Member States to ensurefully abide by the partnership principle with regions and local authorities while ensuring the participation of social partners, civil society organisations (CSOs) and representatives of the target groups in all design, implementation, monitoring and evaluation stages of the ESF+, to allocate adequate funding for this purpose and to prevent the exclusion of smaller actors;
2024/11/19
Committee: REGI
Amendment 92 #

2024/2077(INI)

Motion for a resolution
Paragraph 7
7. Notes that the current ESF+ programme was adopted before the emergence of crises that have caused high inflation and increased costs of living, and therefore require higher public and social investment such that the existing ESF+ cannot meet current needs; calls on the Commission to ensure that a comprehensive, stable and large-scale needs- and rights-based budget is guaranteed fortake into proper consideration the ESF+ in the next multiannual financial framework;
2024/11/19
Committee: REGI
Amendment 96 #

2024/2077(INI)

Motion for a resolution
Paragraph 8
8. Underlines that the ESF+ post-2027 should invest in tackling enduring social challengeand demographic challenges, mitigating the socio-economic impact of the industrial transformation, while addressing the issue of depopulation in inner areas and stay close to the general and specific objectives set out in the current ESF+; emphasises the importance of the fund’s principles of shared management with regional and local authorities, clear objectives and thematic concentrations, and that most of thethe allocation of funds should be spetake into as close as possible to those using the fundccount the nomenclature of territorial units for statistics and final recipients;
2024/11/19
Committee: REGI
Amendment 107 #

2024/2077(INI)

Motion for a resolution
Paragraph 10
10. Underlines that horizontal principles, such as gender equality, anti- discrimination, and freedom of movement, should be integral to the ESF+; stresses the importance of an intersectional approach throughout the entire development and implementation of the fund;
2024/11/19
Committee: REGI
Amendment 111 #

2024/2077(INI)

Motion for a resolution
Paragraph 11
11. Insists that the ESF+ should target the most disadvantaged people in our societies, regardless of their sex, gender, sexual orientation, age, religion or belief, or racial or ethnic origin – in particular marginalised communities such as Roma people, people with disabilities or chronic diseases, homeless people, children and elderly people; underlines that the ESF+ must be inclusive, with special attention given to all kinds of families, including single-parent families, families with more than two parents and rainbow families;
2024/11/19
Committee: REGI
Amendment 122 #

2024/2077(INI)

Motion for a resolution
Paragraph 11 a (new)
11 a. Emphasises the importance of addressing the needs of the EU's ageing population; Calls for the ESF+ to allocate dedicated funding to support quality elder care services;
2024/11/19
Committee: REGI
Amendment 123 #

2024/2077(INI)

Motion for a resolution
Paragraph 11 b (new)
11 b. Recognises the demographic challenges facing the EU and calls for targeted investments in family policies that support population growth. The ESF+ should include specific measures aimed at promoting birth rates and alleviating economic pressures on families with multiple dependents;
2024/11/19
Committee: REGI
Amendment 126 #

2024/2077(INI)

Motion for a resolution
Paragraph 12
12. Calls on the Commission, in the light of current challenges, to include in the just transition specific objectives of the ESF+ the promotion of the justin order to support regions and requalification of workers more heavily affected by the negative impacts of the twin transition, as well as the socio- economic integration of migrants, including labour migrants, the social inclusion of women who are victims of gender-based violence and the integration of older people;
2024/11/19
Committee: REGI
Amendment 136 #

2024/2077(INI)

Motion for a resolution
Paragraph 13
13. Stresses that reaching the EPSR’s targets on poverty becomes challenging, unless specific support is dedicated to alleviating the pressure on social protection systems and mitigating the social impact of crises; insists on dedicating support to ensure decent living conditions for all, with access to high-quality essential services; calls for the EU anti-poverty strategy, outlined in Commission President Ursula von der Leyen’s political guidelines for the 2024- 2029 term, to be implemented via the ESF+, with its binding poverty-reduction targets, national living wage indices and reference budgets used as benchmarks, applying a multidimensional approach;
2024/11/19
Committee: REGI
Amendment 139 #

2024/2077(INI)

Motion for a resolution
Paragraph 14
14. Stresses that addressing child poverty requires appropriately funded, comprehensive and integrated measures, together with the implementation of the European Child Guarantee at national level, and insists that it constitute a central pillar of the EU anti-poverty strategy; repeats its previous demands for the ESF+ post-2027 to include a dedicated budget of at least EUR 20 billion for the European Child Guarantee; insists that all the Member States should allocate at least 5 % of their ESF+ resources to the European Child Guarantee and at least higher percentage of up to 10 % for those Member States withat request it and have a higher portionnumber of children at risk of poverty or social exclusion;
2024/11/19
Committee: REGI
Amendment 144 #

2024/2077(INI)

Motion for a resolution
Paragraph 16
16. Shares the ambition to prioritise the tackling of the housing crises, and insists that the ESF+ post-2027 should enhance timely and equal access to affordable, decent, sustainable and high-quality services promoting access to housing; believes that all the Member States must invest at least 5 % of their ESF+ resources into tackling homelessnessspecifically to initiatives aimed at supporting disadvantaged individuals facing housing insecurity;
2024/11/19
Committee: REGI
Amendment 148 #

2024/2077(INI)

Motion for a resolution
Paragraph 16 a (new)
16 a. Welcomes the European Commission’s intention to ensure that citizens have an effective right to stay in their local communities by improving access to services, including education, health, transport and digital connectivity; calls for additional support for measures to retain talent in the European territories while at the same time creating jobs;
2024/11/19
Committee: REGI
Amendment 165 #

2024/2077(INI)

Motion for a resolution
Paragraph 19
19. Underlines the importance of the ESF+ in focusing on different groups with different needs; stresses, therefore, the importance of allocating support to projects on the socio-economic position of migrants, including labour migrants, the social inclusion of people with disabilities, the ageing population in society, women and children, and female-headedsingle-parent households; insists that the ESF+ post- 2027 incorporate other aspects of social inclusion, such as housing, health and family circumstances and the support of community-based services;
2024/11/19
Committee: REGI
Amendment 169 #

2024/2077(INI)

Motion for a resolution
Paragraph 20
20. Stresses that the Employment and Social Innovation strand of the ESF+ provides support regarding the precarious situation of mobile workers and secures funding for trade union-related counselling; calls on the Commission and the Member States to ensure permanent funding for national and transnational trade union counselling services for such workers;
2024/11/19
Committee: REGI
Amendment 171 #

2024/2077(INI)

Motion for a resolution
Paragraph 21
21. Calls for the ESF+ to boost the implementation of the European care strategy by increasing the support for families and investing in quality early childhood education and care through community-based, person-centred, high- quality, affordable and accessible care systems thus contributing to improve work-life balance and participation in the labour market;
2024/11/19
Committee: REGI
Amendment 179 #

2024/2077(INI)

Motion for a resolution
Paragraph 23
23. Calls on the Commission to allocate consistent financial resources to capacity- building, with the aims of empowering local and regional authorities and social partners to play a relevant role in areas of their competence, of strengthening their capacity to engage in social dialogue both at EU and national level and of enhancing social partners’ actions – and include technical assistance for these three purposes with an adequate minimum percentage investment obligation from the Member States; further insists that social partners and CSOs should be guaranteed access to funding for social policy objectives in all the Member States on an equal basis;
2024/11/19
Committee: REGI
Amendment 183 #

2024/2077(INI)

Motion for a resolution
Paragraph 24
24. Underlines that it is of the utmost importance that small social enterprises and CSOs have access to all aspects of the ESF+; calls for anflexibility for Member States to increased the co-financing rate of at leastup to 90 % for measures targeting the most deprived implemented by CSOs, and at leastcivil society organizations and up to 70 % for those implemented by social enterprises;
2024/11/19
Committee: REGI
Amendment 190 #

2024/2077(INI)

Motion for a resolution
Paragraph 25
25. Calls on the Member States to ensure thatEfficient and effective implementation of the ESF+ depends on good governance and partnership between EU institutions and local, regional and locnational authorities, and organisations have a sayt the respective relevant territorial levels, so to take into projects financed from national budgper account all specific needs. Member States can also encourage the participation of both social partners and civil societsy;
2024/11/19
Committee: REGI
Amendment 200 #

2024/2077(INI)

Motion for a resolution
Paragraph 26
26. Insists that the rules governing the use of the ESF+ must ensure and enhance compliance with the rule of law, the EU acquis, the partnership principle the highest EU social standards, social rights and democratic principles, and be aligned with the EPSR, the UN’s sustainable development goals and fundamental human and workers’ rightthe European Charter of Fundamental Rights, while aiming at implementing the EPSR and promoting the UN’s sustainable development goals;
2024/11/19
Committee: REGI
Amendment 203 #

2024/2077(INI)

Motion for a resolution
Paragraph 27
27. Calls for strong and more effective social conditionaliclear guidelines and incentives in rules on public procurement and concessions, with effective sanctions; encourages the Commission to create a comprehensive database, supplementing the Eurostat data, to allow for timely and reliable monitoring of the developments in employment, living conditions and industrial relations to ensure that employment standards and living conditions are upheld;
2024/11/19
Committee: REGI
Amendment 218 #

2024/2077(INI)

Motion for a resolution
Paragraph 29
29. Warns that not all people are prepared for digitalisation, and that certain groups of people, especially Underlines that the digital divide is growing alongside the territorial divide, and the digital access challenges remain high for many Europeans, such as people in vulnerable situations, elderly or other most vulnerable,re disadvantaged categories, who could miss out on funding opportunities as a result;
2024/11/19
Committee: REGI
Amendment 224 #

2024/2077(INI)

Motion for a resolution
Paragraph 30
30. Setresses that more work needs to be done for organisations and people to know aboutto enable local and regional authorities and other stakeholders to reap the benefits of all the opportunities that the ESF+ can bring; insists that the Commission and the Member States raise awareness of, inform and advise organisations about the opportunities presented by the ESF+;
2024/11/19
Committee: REGI
Amendment 36 #

2024/2054(INI)

Motion for a resolution
Paragraph 1
1. Welcomes the role of the ECB in safeguarding monetary stability; underlines that the ECB is the institution responsible for maintaining price stability in the euro area, while also considering the broader economic wellbeing of the EU, including economic growth where compatible with its mandate;
2024/11/13
Committee: ECON
Amendment 142 #

2024/2054(INI)

Motion for a resolution
Paragraph 14
14. Stresses that the ECB was late to act when inflation started rising in January 2021 and surpassed the 2 % target level in July 2021; recalls in this regardnotes that the ECB’s early assessment thatof inflation was expected to be only transitorytransitory overlooked supply-side shocks, particularly from energy price surges, which contributed significantly to inflationary pressures; highlights that a more balanced focus on both demand- driven and supply-side factors could have provided a clearer basis for timely interventions;
2024/11/13
Committee: ECON
Amendment 144 #

2024/2054(INI)

Motion for a resolution
Paragraph 14 a (new)
14 a. Stresses the importance of diversifying funding instruments in light of the conclusion of reinvestments under the asset purchase programme (APP) and the expected end of reinvestments under the pandemic emergency purchase programme (PEPP). To address this, a revised securitisation framework aimed at enhancing the European market's appeal to originators and investors, along with the introduction of a dual-recourse long- term funding instrument called as European Secured Notes for SME financing, could be pivotal;
2024/11/13
Committee: ECON
Amendment 148 #

2024/2054(INI)

Motion for a resolution
Paragraph 15
15. Invites the ECB to fundamentally review and improve its models and their role in its policymaking in light of the subpar performance of the models in recent years, particularly to better distinguish between demand-driven and supply-side sources of inflation; recommends that the ECB adopt a flexible, data-driven approach that aligns with evolving economic conditions and avoids unnecessary strain on sectors sensitive to financing costs, such as manufacturing;
2024/11/13
Committee: ECON
Amendment 159 #

2024/2054(INI)

Motion for a resolution
Paragraph 16
16. SupportNotes the ECB’s decision to scale back its asset purchase programmes, in view of the excess liquidity in the market an; urges the ECB to apply a measured and gradual approach in adjusting its asset purchases to safeguard decreased levels of inflationonomic resilience across the euro area;
2024/11/13
Committee: ECON
Amendment 168 #

2024/2054(INI)

Motion for a resolution
Paragraph 17
17. Stresses that the ECB’s purchase programmes are unconventional policies that amount, in economic terms, to, if not carefully managed, risk contravening the prohibition, on monetary financing, which is prohibited under Article 123(1) TFEU,; ifnvites the ECB does not shrink back its balance sheet; calls on the ECB to therefore gradually reduce the size of its balance sheetto continue monitoring its balance sheet reduction in a gradual and prudent manner, to limit prolonged potential destabilizing effects in the euro area;
2024/11/13
Committee: ECON
Amendment 184 #

2024/2054(INI)

Motion for a resolution
Paragraph 18
18. RegretAckowledges the establishment of the transmission protection instrument (TPI) in July 2022 as a tool to address sudden market fragmentation; calls on the ECB to respect not justcontinue upholding the legal prohibition ofn monetary financing but also its economic meaning; stresses in this regard that selectively purchasing government debt amounts to monetarily financing an EU Member Stateand ensure its operations maintain market neutrality;
2024/11/13
Committee: ECON
Amendment 194 #

2024/2054(INI)

Motion for a resolution
Paragraph 19
19. Stresses that diverging interest rates in the euro area are generally the result of different risk premia on government bonds; stressnotes that purchases under the TPI would merely conceal the symptoms of loose fiscal policyTPI interventions may conceal underlying fiscal challenges; calls on Member States to conduct responsible fiscal policies and ensure sustainable debt levels;
2024/11/13
Committee: ECON
Amendment 207 #

2024/2054(INI)

Motion for a resolution
Paragraph 20
20. Welcomes the ECB’s progress on the digital euro project and its ongoing dialogue with Parliament; highlights the expected benefits, such asunderscores that the digital euro should deliver clear added value to the European citizens, including enhanced strategic autonomy, improved financial inclusion, and the availability of ana reliable offline back-up payment system, calls on the ECB to clearly communicate these benefits to foster public trust and awareness;
2024/11/13
Committee: ECON
Amendment 217 #

2024/2054(INI)

Motion for a resolution
Paragraph 21
21. Reiterates that the digital euro should serve as a complement to physical cash, that it should not replace cash entirely and that cash should remain availawidely available and accessible at all times;
2024/11/13
Committee: ECON
Amendment 230 #

2024/2054(INI)

Motion for a resolution
Paragraph 23
23. Calls on the ECB to take due account of privacy concerns around the digital euro and stresses that its development should becomeprioritize robust privacy safeguards for the digital euro, establishing it as a gold standard in terms offor privacy for oacross ther financial institsector, to secure public confidence and address citizens’ concerns regarding data protection and autionsomy;
2024/11/13
Committee: ECON
Amendment 240 #

2024/2054(INI)

Motion for a resolution
Paragraph 24
24. Calls on the ECB to refrain from taking politically motivated decisions and to stick to its mandate of maintaining price stability; stresses that overstepping this mandate touches on the central bank’s political independenceacknowledges that, when appropriate, the ECB may consider the impact of its decisions on economic growth and employment within the EU, while avoiding encroachment on the fiscal domain reserved for Member States;
2024/11/13
Committee: ECON
Amendment 257 #

2024/2054(INI)

Motion for a resolution
Paragraph 25 a (new)
25 a. Encourages the ECB to pursue measures within its remit that foster a stable macroeconomic environment conducive to sustainable economic growth, employment, and enhanced EU competitiveness, while avoiding interference with Member States’ fiscal policies and respecting the principle of subsidiarity;
2024/11/13
Committee: ECON
Amendment 263 #

2024/2054(INI)

Motion for a resolution
Paragraph 26 a (new)
26 a. Urges the ECB to review its climate-related policies, such as decarbonisation of its corporate bond holdings, to ensure that these measures do not undermine EU competitiveness or depart from the principle of market neutrality; underscores the need to avoid disadvantaging energy-intensive industries that may face disproportionate compliance costs compared to global counterparts;
2024/11/13
Committee: ECON
Amendment 268 #

2024/2054(INI)

Motion for a resolution
Paragraph 27
27. Insists that the ECB respectadhere strictly to the market neutrality principle in all of its monetary operations; regrets that the ECB’s actions to decarbonise its corporate bond holdings have not followed a market neutral approach by its very definition and signal selective support for particular sectors over others, distorting competition;
2024/11/13
Committee: ECON
Amendment 279 #

2024/2054(INI)

Motion for a resolution
Paragraph 28
28. Calls on the ECB to use all its available tools to ensure that banks take climate risk seriously in order to mitigate therelated financial risks resulting from climate chang, provided these measures do not compromise market neutrality or extend beyond the ECB’s core mandate;
2024/11/13
Committee: ECON
Amendment 286 #

2024/2054(INI)

Motion for a resolution
Paragraph 29 a (new)
29 a. Stresses the need for collaborative efforts to reduce structural and regulatory barriers, including high compliance costs and bureaucratic hurdles, to attract investments, enhance the EU’s global competitiveness, and improve the euro area’s position in international markets;
2024/11/13
Committee: ECON
Amendment 287 #

2024/2054(INI)

Motion for a resolution
Paragraph 29 b (new)
29 b. Calls the European Central Bank to explore and evaluate alternative tools to traditional mechanisms, like the monetary policy decisions on interest rate, in order to strengthen its capacity to manage inflation while limiting economic disruption;
2024/11/13
Committee: ECON
Amendment 291 #

2024/2054(INI)

Motion for a resolution
Paragraph 30 a (new)
30 a. Ecourages the ECB to support EU initiatives that facilitate SMEs’ access to financial markets through the Capital Markets Union, thereby diversifying funding sources, reducing reliance on bank loans sensitive to interest rate fluctuations, and increasing SMEs’ resilience to monetary adjustments;
2024/11/13
Committee: ECON
Amendment 294 #

2024/2054(INI)

Motion for a resolution
Paragraph 30 b (new)
30 b. Encourages collaboration with national central banks on financial literacy programs to empower individuals and businesses to make informed financial decisions;
2024/11/13
Committee: ECON
Amendment 295 #

2024/2054(INI)

Motion for a resolution
Paragraph 31 a (new)
31 a. Calls on the ECB to advocate for the completion of the Banking Union and Capital Markets Union as critical frameworks for enhancing financial stability, supporting economic growth, and creating a more resilient financial system in the euro area;
2024/11/13
Committee: ECON
Amendment 305 #

2024/2054(INI)

Motion for a resolution
Paragraph 32 a (new)
32 a. Recommends that, following the recent interest rate reductions, the ECB continue with further rate cuts as part of a broader strategy to support economic resilience for households and businesses facing financial pressures. Emphasizes that additional reductions should be pursued to meaningfully lower borrowing costs, encourage investment, and enhance access to credit, thereby fostering stability and economic recovery across the Euro area;
2024/11/13
Committee: ECON
Amendment 308 #

2024/2054(INI)

Motion for a resolution
Paragraph 32 b (new)
32 b. Welcomes the finalisation of the Basel III framework, as it will strengthen the resilience of the banking sector. Underlines that, since other jurisdictions have not adopted the framework, it will be fundamental to consider the potential impact on the competitiveness of EU banks, in particular due to the implementation of the FRTB;
2024/11/13
Committee: ECON
Amendment 111 #

2024/0176(BUD)

Motion for a resolution
Paragraph 20
20. Recalls that the Connecting Europe Facility (CEF) is key to boosting investment in high-performance, sustainable trans-European networks and to decarbonising the Union economy, thereby accelerating the green transition and promoting interconnectivity; proposes, to increase appropriations for CEF Transport by EUR 40 million above the DB in 2025; further proposes to top-up CEF Energy with an additional EUR 30 million, emphasizes the need to address the specific challenges of island regions and, to this end, proposes an additional allocation of EUR 20 million within the CEF Transport specifically dedicated to improving connectivity in island regions; this allocation will prioritise projects in these regions, ensuring they are better integrated into the EU transport network and are able to address the specific geographical and environmental challenges they face;
2024/09/30
Committee: BUDG
Amendment 116 #

2024/0176(BUD)

Motion for a resolution
Paragraph 20 a (new)
20 a. Reaffirms the need to invest in resources dedicated to research and development of new technologies for underwater exploration and the creation of advanced technological infrastructures, such as transatlantic submarine cables, which are essential to ensure greater interconnectivity; encourages targeted investment in scientific and technological research in the marine sector, with particular attention to deep-sea technologies, in order to support Europe's progress and competitiveness in the international context, while simultaneously strengthening the strategic position of the Mediterranean as a hub of innovation and development;
2024/09/30
Committee: BUDG
Amendment 119 #

2024/0176(BUD)

Motion for a resolution
Paragraph 22
22. Stresses that a well-functioning Single Market is critical for the Union’s competitiveness and to enhance access to markets for EU businesses; emphasises that SMEs in particular have been hit hard by high inflation and energy prices and proposes, e importance of supporting SMEs as the main drivers of the European economy; notes that SMEs in particular have been hit hard by high inflation and energy prices; highlights the importance of considering insularity when reinforcing economic cohesion to ensure that policies effectively support island communities and address their specific challenges; proposes to increase a result,llocations for the COSME programme and other initiatives aimed at facilitating access to credit, internationalisation, and innovation of SMEs, including an increase of EUR 520 million above the DB for the SME strand of the Single Market programme, also calls for the promotion of administrative simplification and the reduction of bureaucratic burdens for businesses;
2024/09/30
Committee: BUDG
Amendment 124 #

2024/0176(BUD)

Motion for a resolution
Paragraph 23 a (new)
23 a. Opposes the proposed reduction of close to EUR 35 million in funding for the EU Space Programme; underscores the strategic importance of the EU Space Programme in enhancing the Union's technological autonomy, competitiveness, security and defence;
2024/09/30
Committee: BUDG
Amendment 133 #

2024/0176(BUD)

Motion for a resolution
Paragraph 26 a (new)
26 a. Recognizes the unique challenges faced by island regions within the Union, including geographic isolation, higher transport costs, and limited economic diversification; calls for targeted measures and increased funding under the cohesion policy to address the specific needs of these regions, promoting their sustainable development, improving connectivity, and fostering full integration into the internal market;
2024/09/30
Committee: BUDG
Amendment 152 #

2024/0176(BUD)

Motion for a resolution
Paragraph 30
30. Recalls that programmes under Heading 2b play a key role in ensuring resilience and values by providing support and opportunities for young people through Erasmus+, including the Special Olympics World Games (SOWG) 2025, and through the European Solidarity Corps; reinforcing support for the Union Civil Protection Mechanism and the Citizens, Equality, Rights and Values programme; investing in preventing cardiovascular diseases (CVD), cancer diseases affecting children and improving mental health by increasing EU4Health; investing in skills development; ensuring social security coordination in order to facilitate labour mobility and easier transfer of social security benefits; supporting vulnerable communities, as well as rural, isolated, insular and mountainous areas, social dialogue and trade unions, cultural and creative industries;
2024/09/30
Committee: BUDG
Amendment 160 #

2024/0176(BUD)

Motion for a resolution
Paragraph 33
33. Is alarmed by the growing impact of natural disasters in Europe and its neighbourhood including earthquakes, floods, wildfires, volcanic eruptions, droughts, heatwaves, and severe storms and the drying up of lakes and rivers, and concerned about the Union’s ability to respond effectively; underlines that these disasters are often linked to climate change and are therefore likely to occur with greater frequency and intensity in the future; wishes to protect human lives and to augment the Commission’s crisis response capacity; increases, therefore, appropriations for the Union Civil Protection Mechanism by EUR 42 million above DB; calls for a prioritisation of investments that help reduce the impact of natural disasters; stresses that the Union, being based on solidarity, will find the resources for the citizens affected by the recent floodclimate-related events;
2024/09/30
Committee: BUDG
Amendment 163 #

2024/0176(BUD)

Motion for a resolution
Paragraph 33 a (new)
33 a. Emphasizes the need to establish a Prevention and Rapid Alert Fund aimed at reducing the risk of natural disasters such as fires, landslides, earthquakes, volcanic eruptions, floods, droughts, and the drying up of lakes and rivers. Highlights that islands and coastal regions, particularly in the Mediterranean, are especially vulnerable due to climate change. Encourages the Commission and Member States to integrate risk assessments with post-event interventions and immediate alert plans within the framework of disaster prevention strategies. Stresses the importance of acting swiftly to strengthen resilience in the most at-risk areas, ensuring that the Prevention Fund complements existing programs and addresses gaps not covered by the current cohesion policy cycles.
2024/09/30
Committee: BUDG
Amendment 165 #

2024/0176(BUD)

Motion for a resolution
Paragraph 33 b (new)
33 b. Emphasizes the need to provide specific support to regions affected by earthquakes or characterized by high seismic risk; proposes to establish a dedicated fund for prevention, risk mitigation, and reconstruction in the affected areas, while simultaneously promoting the dissemination of anti- seismic technologies in construction;
2024/09/30
Committee: BUDG
Amendment 166 #

2024/0176(BUD)

Motion for a resolution
Paragraph 33 c (new)
33 c. Emphasizes the crucial role of the European Union Solidarity Fund (EUSF) in providing rapid financial assistance to Member States affected by major natural disasters; calls for an increase in the resources allocated to the EUSF to ensure a swift and effective response to emergencies; emphasizes that this increase must be accompanied by a revision of the evaluation and approval procedures to accelerate response times and ensure that funds reach the affected regions promptly; proposes to streamline the application and disbursement processes to facilitate quicker access to funds for affected regions, thereby supporting timely reconstruction and recovery efforts; additionally, calls for ensuring that, in the event of natural calamities, there is extraordinary flexibility in the use of Cohesion Policy funds, allowing for the full utilization and interchange of resources between different funds—namely, the European Agricultural Fund for Rural Development (EAFRD), the European Regional Development Fund (ERDF), the European Social Fund Plus (ESF+), the European Maritime, Fisheries and Aquaculture Fund (EMFAF), and the Cohesion Fund—to maximize support for affected areas;
2024/09/30
Committee: BUDG
Amendment 169 #

2024/0176(BUD)

Motion for a resolution
Paragraph 34
34. Underlines the importance of a stronger Health Union and enhanced preparedness; highlights the vital role that the EU4Health programme plays in this respect; proposes, therefore, to increase the programme’s appropriations by EUR 5170 million above DB to strengthen health resilience and preparedness for future health crises and in support of investments in preventing cardiovascular diseases (CVD), cancer, diseases affecting children and improving mental health;
2024/09/30
Committee: BUDG
Amendment 172 #

2024/0176(BUD)

Motion for a resolution
Paragraph 34 a (new)
34 a. The Covid-19 pandemic has highlighted the fragility of national healthcare systems and the challenges related to the production and supply of medicines and medical devices. In light of these challenges, it is essential to ensure adequate support for the EU4Health program in order to enhance the availability of medicines, medical devices, improving mental health and to strengthen the resilience of national healthcare systems in the face of serious cross-border threats;
2024/09/30
Committee: BUDG
Amendment 174 #

2024/0176(BUD)

Motion for a resolution
Paragraph 35
35. Reiterates its unwavering support for promoting the learning mobility of young people; proposes to reinforce, against this background, the Erasmus+ and European Solidarity Corps (ESC) programmes, which play a vital role in supporting learning mobility opportunities, improving people’s skills and employability and promoting social inclusion; emphasises that both programmes aim to boost participation rates among people with fewer opportunities with particular attention to those from regions facing insularity, who may have reduced access to mobility opportunities due to their geographic isolation - an objective that is challenged by soaring inflation and the increased cost of living; is committed to ensuring that Erasmus+ does not become a de facto selective programme open only to those who can afford to participate and recalls that the Commission is required to put in place financial support measures for people with fewer opportunities; proposes, therefore, an increase of EUR 70 million for Erasmus+ (57 million EUR for Promoting learning mobility of individuals and groups, and cooperation, inclusion and equity, excellence, creativity and innovation at the level of organisations and policies in the field of education and training — Indirect management; 5 million EUR for Promoting non-formal and informal learning mobility and active participation among young people, and cooperation, inclusion, creativity and innovation at the level of organisations and policies in the field of youth; 8 million EUR for Promoting learning mobility of sport staff, and cooperation, inclusion, creativity and innovation at the level of sport organisations and sport policies); insists that the top-up be used to contribute in particular to the programme’s over- arching aim of becoming more accessible, including by providing the necessary increased financial support per participant with fewer opportunities; proposes, moreover, a reinforcement of EUR 1 million for the ESC above DB, specifically to ensure the programme is accessible for all;
2024/09/30
Committee: BUDG
Amendment 180 #

2024/0176(BUD)

Motion for a resolution
Paragraph 36
36. Underscores the continued socio- economic challenges in the cultural and creative sectors, which are often made up of small organisations and individual artists; underlines the importance of protecting and promoting European cultural heritage as a key element of the Union's identity and values; proposes, therefore, to increase financing for programmes dedicated to the conservation, restoration, and enhancement of cultural and historical sites, as well as for the promotion of regional traditions and languages; additionally, proposes, therefore, to increase financing for the various strands of the Creative Europe programme by a total of EUR 8 million above the DB;
2024/09/30
Committee: BUDG
Amendment 208 #

2024/0176(BUD)

Motion for a resolution
Paragraph 43
43. Reiterates its concern about the negative impact of Russia’s war of aggression against Ukraine on global food security and affordability and about farmers’ ability to withstand inflationary pressure and increased input prices; emphasises the need to help new and young farmers and asks for investments on generational change through aimed funding programs as well as small and medium-sized farmers with additional means and thereby ensure the sustainability of the sector and generational renewal; proposes, therefore, to increase income support to young farmers by EUR 40 million above the DB;
2024/09/30
Committee: BUDG
Amendment 209 #

2024/0176(BUD)

Motion for a resolution
Paragraph 43 a (new)
43 a. Emphasizes that farmers and rural communities are vital contributors to quality, food security, and the safeguarding of European food sovereignty, and they play a key role in the preservation of rural areas and in countering the depopulation of the most remote areas; it further underscores that they also have a strategic role in zones characterized by high seismic and hydrogeological, and drought risk, and therefore require special support from the Common Agricultural Policy (CAP);
2024/09/30
Committee: BUDG
Amendment 213 #

2024/0176(BUD)

Motion for a resolution
Paragraph 44
44. Underscores the negative impact of droughts and other extreme, climate change induced, weather patterns on the agricultural sectorprimary production, food security and farmers’ income through an agricultural reserve that reflects the needs of the farmers to cope with the adverse climatic events; underlines the importance of the fruit and vegetables sector, of school schemes as well as promotional measures of agricultural products under the Common Agricultural Policy; decides, therefore, to increase the allocation of these budget lines under the European Agricultural Guarantee Fund by a total of EUR 56 million above the DB; emphasises equally the importance of investing in the digitalisation of small and medium-sized farms and the acquisition of equipment to implement good environmental practices in farming and to contribute to environmental sustainability in Union agriculture;
2024/09/30
Committee: BUDG
Amendment 217 #

2024/0176(BUD)

Motion for a resolution
Paragraph 44 a (new)
44 a. Calls for maintaining an inclusive and strong promotion policy budget of at least 185,9 million to ensure that the policy continues to support all agricultural sectors proportionately, guarantee the competitiveness of agriculture and our food sovereignty and allow the creation of new international markets for the European agricultural products;
2024/09/30
Committee: BUDG
Amendment 218 #

2024/0176(BUD)

Motion for a resolution
Paragraph 44 b (new)
44 b. Welcomes the recent CAP simplification package and notes it has no budgetary impact; calls for the prosecution of this package until the end of this programming period and additional measures and resources to address the causes of farmers' discontent throughout the EU in future programming, with the aim of strengthening their position in the agri- food value chain;
2024/09/30
Committee: BUDG
Amendment 219 #
2024/09/30
Committee: BUDG
Amendment 274 #

2024/0176(BUD)

Motion for a resolution
Paragraph 61
61. Stresses the importance of the Southern Neighbourhood line in supporting political, economic and social reforms in the region; taking into consideration the increasing humanitarian needs in the region as well as other purposes of regional cooperation in providing assistance to refugees, in particular Syrian and Palestinian refugees, and in enabling support along the southern migration routes; proposes to increase appropriations for the line by EUR 60 million above the DB, including to reinforce funding for UNRWA based on EU regulations and values;
2024/09/30
Committee: BUDG
Amendment 275 #

2024/0176(BUD)

Motion for a resolution
Paragraph 61 a (new)
61 a. Emphasizes the importance of strengthening cooperation with African countries, particularly in the areas of sustainable development, migration management, and economic partnership, in line with the existing instruments of enhanced cooperation between EU Member States and African countries, such as the 'Mattei Plan';
2024/09/30
Committee: BUDG
Amendment 276 #

2024/0176(BUD)

Motion for a resolution
Paragraph 61 b (new)
61 b. Calls for increased funding and strategic investments in targeted development initiatives for African countries. These investments, in line with the existing instruments of enhanced cooperation between EU Member States and African countries, such as the 'Mattei Plan,' should focus on strengthening infrastructure, education, and economic opportunities, thereby addressing the root causes of irregular migration, combating human trafficking networks, and promoting legal migration pathways, ultimately contributing to a safer and more prosperous Europe and Africa;
2024/09/30
Committee: BUDG
Amendment 277 #

2024/0176(BUD)

Motion for a resolution
Paragraph 61 c (new)
61 c. Insists that the Commission must guarantee that EU funds are not allocated or linked to any form of terrorism and/or religious and political radicalisation; reiterates its position that all schoolbooks and school materials supported by Union funds must be in line with UNESCO standards of peace, tolerance, coexistence, and non-violence; is concerned about the antisemitism, hate speech and incitement to jihad and violence taught in Palestinian school textbooks, indirectly funded by the EU; underlines the importance of EU funds to be directed towards the proper training of Palestinian teachers in line with UNESCO education standards; stresses that conditionality of EU financial assistance in the educational sector needs to be duly considered;
2024/09/30
Committee: BUDG
Amendment 80 #

2023/2044(INI)

Motion for a resolution
Paragraph 3
3. Welcomes the creation of the Talent Booster Mechanism aimed at boosting talent in regions facing, or at risk of facing, what the Commission calls a talent development trap; calls for clear and objective criteria regarding the definition of regions in, or at risk of, a talent development trap; highlights the potential of the Technical Support Instrument as support for the provision of specialist advice and targeted solutions for Member States, regions and local authorities with a view to addressing the multiple challenges that those territories are facing, including depopulation and skills shortages;
2023/09/13
Committee: REGI
Amendment 114 #

2023/2044(INI)

Motion for a resolution
Paragraph 6
6. Considers it essential to improve the executive and managerial capacity of local administrations and job centres and to reduce bureaucracy, as well as to promote closer cooperation between the different institutions;
2023/09/13
Committee: REGI
Amendment 121 #

2023/2044(INI)

Motion for a resolution
Paragraph 7
7. Recalls that it is essential that Member States, their regions and local authorities come up with innovative solutions tailored to each territory; welcomes the Commission’s proposal that Member States set up thematic and regional working groups to address specific challenges under the Talent Booster Mechanism, fostering exchanges of experiences and the dissemination of good practices, including through the introduction and use of platforms, and acknowledging the pilot role played by regional administrations that develop a strategy to attract and place value on talent;
2023/09/13
Committee: REGI
Amendment 139 #

2023/2044(INI)

Motion for a resolution
Paragraph 8 a (new)
8a. Calls on the Commission to establish a platform that can incentivise and stimulate partnerships and agreements between public and private actors – including government bodies, non-profit actors, universities, research centres that are experts in the field, digital nomads, universities, start-ups, businesses, investors, scientific researchers, artists/creatives – with the aim of their working together and fostering growth in less developed territories;
2023/09/13
Committee: REGI
Amendment 154 #

2023/2044(INI)

Motion for a resolution
Paragraph 10 a (new)
10a. urges the Commission and the Member States to identify tax incentives and breaks for companies operating in European regions that are part of the ‘talent development trap’ so that those companies are in a position to retain and attract new talent;
2023/09/13
Committee: REGI
Amendment 158 #

2023/2044(INI)

Motion for a resolution
Paragraph 10 b (new)
10b. Calls on the Commission, the Member States and the regional and local authorities to promote policies and instruments that foster local entrepreneurship, self-employment and alternative models of business development that make less developed regions more attractive;
2023/09/13
Committee: REGI
Amendment 166 #

2023/2044(INI)

Motion for a resolution
Paragraph 11
11. Advocates ensuring regions’ access to quality public services such as health, education and social protection, as well as to essential transport infrastructure and digital connectivity, promoting measures to boost the accessibility of services and urban infrastructure, including for persons with disabilities;
2023/09/13
Committee: REGI
Amendment 174 #

2023/2044(INI)

Motion for a resolution
Paragraph 12
12. Considers it essential to prioritise measures to facilitate work-life balanceaddress socio-educational needs and react to emerging healthy lifestyles by bolstering educational, recreational, cultural and sports provisions and promoting initiatives to support family and birth rates, guaranteeing access to childcare, working time flexibility and decent wages and working conditions;
2023/09/13
Committee: REGI
Amendment 177 #

2023/2044(INI)

Motion for a resolution
Paragraph 12 a (new)
12a. Calls on the Commission to adopt appropriate settlement facilitation policies to meet housing needs for talent and to tackle the problem of accessibility in more inland and mountainous areas by means of proper investment in infrastructure, public services, connectivity, care and mobility, with a view to making those areas more attractive as places to study or find employment;
2023/09/13
Committee: REGI
Amendment 182 #

2023/2044(INI)

Motion for a resolution
Paragraph 12 b (new)
12b. Calls on the Commission and the Member States to work together and identify further measures to support birth rates and incentives for families with the aim of facilitating the return of talent from countries or regions other than the one that they come from and to curb brain drain;
2023/09/13
Committee: REGI
Amendment 193 #

2023/2044(INI)

Motion for a resolution
Paragraph 13 a (new)
13a. Calls on the Commission to promote the deployment of social innovation hubs to boost the development of infrastructure and make innovative services more accessible;
2023/09/13
Committee: REGI
Amendment 199 #

2023/2044(INI)

Motion for a resolution
Paragraph 13 b (new)
13b. Encourages the Commission and the Member States to incentivise companies, particularly large ones, to offer workers the opportunity to work remotely, where the type of work allows it;
2023/09/13
Committee: REGI
Amendment 201 #

2023/2044(INI)

Motion for a resolution
Paragraph 13 c (new)
13c. Stresses the importance of creating a tax exemption system that is classified according to the quality of positions and profiles and that can be applied both to facilitate return to the region of origin and to prevent potential talent from moving abroad;
2023/09/13
Committee: REGI
Amendment 9 #

2023/0397(COD)

Proposal for a regulation
Recital 5
(5) To achieve these goals, special emphasis with respect to investment areas should be placed on sectors that are likely to function as key multipliers for social and economic development: connectivity, including transport, energy, green and digital transitions, education and skills development, health, trade and development of trade partnerships.
2024/02/08
Committee: REGI
Amendment 9 #

2023/0397(COD)

Proposal for a regulation
Recital 5
(5) To achieve these goals, special emphasis with respect to investment areas should be placed on sectors that are likely to function as key multipliers for social and economic development: connectivity, including transport, energy, green and digital transitions, education and skills development, health, trade and development of trade partnerships.
2024/02/08
Committee: REGI
Amendment 16 #

2023/0397(COD)

Proposal for a regulation
Recital 6
(6) Transport infrastructure is essential to improve connectivity between the Western Balkan partners and with the EU. It should contribute to integrate the region in the Union. In its proposal revising the trans-European transport framework (TEN- T), the Commission included a new Corridor crossing the Western Balkan region (Western-East Mediterranean corridor). The TEN-T network should be among the references for funding transport infrastructure in the region.
2024/02/08
Committee: REGI
Amendment 16 #

2023/0397(COD)

Proposal for a regulation
Recital 6
(6) Transport infrastructure is essential to improve connectivity between the Western Balkan partners and with the EU. It should contribute to integrate the region in the Union. In its proposal revising the trans-European transport framework (TEN- T), the Commission included a new Corridor crossing the Western Balkan region (Western-East Mediterranean corridor). The TEN-T network should be among the references for funding transport infrastructure in the region.
2024/02/08
Committee: REGI
Amendment 18 #

2023/0397(COD)

Proposal for a regulation
Recital 7 a (new)
(7 a) Stresses the importance of improving border management in the Balkan region. This could include the implementation of advanced border control technologies, training of border personnel, and the development of effective procedures for the identification and management of irregular migration flows.
2024/02/08
Committee: REGI
Amendment 18 #

2023/0397(COD)

Proposal for a regulation
Recital 7 a (new)
(7 a) Stresses the importance of improving border management in the Balkan region. This could include the implementation of advanced border control technologies, training of border personnel, and the development of effective procedures for the identification and management of irregular migration flows.
2024/02/08
Committee: REGI
Amendment 19 #

2023/0397(COD)

Proposal for a regulation
Recital 7 b (new)
(7 b) Highlight the importance of supporting socio-economic development in the Balkan countries including through the promotion of employment and access to basic services such as education and health care.
2024/02/08
Committee: REGI
Amendment 19 #

2023/0397(COD)

Proposal for a regulation
Recital 7 b (new)
(7 b) Highlight the importance of supporting socio-economic development in the Balkan countries including through the promotion of employment and access to basic services such as education and health care.
2024/02/08
Committee: REGI
Amendment 20 #

2023/0397(COD)

Proposal for a regulation
Recital 7 c (new)
(7 c) Stresses the importance of promoting international and regional cooperation to address irregular migration flows. This could include working with other EU countries and international organizations to develop common migration management strategies and share responsibilities.
2024/02/08
Committee: REGI
Amendment 20 #

2023/0397(COD)

Proposal for a regulation
Recital 7 c (new)
(7 c) Stresses the importance of promoting international and regional cooperation to address irregular migration flows. This could include working with other EU countries and international organizations to develop common migration management strategies and share responsibilities.
2024/02/08
Committee: REGI
Amendment 34 #

2023/0397(COD)

Proposal for a regulation
Recital 14
(14) ,This Regulation should promote the Green Agendabalanced approach for the Western Balkans7 that takes into account both environmental and economic needs, by reinforcing environmental protection through a flexible transition, contributing to the mitigation of climate change and increasing resilience to climate change, and accelerating the shift towards a low-carbon economy. _________________ 7 SWD(2020)223 final, 6.10.2020.
2024/02/08
Committee: REGI
Amendment 34 #

2023/0397(COD)

Proposal for a regulation
Recital 14
(14) ,This Regulation should promote the Green Agendabalanced approach for the Western Balkans7 that takes into account both environmental and economic needs, by reinforcing environmental protection through a flexible transition, contributing to the mitigation of climate change and increasing resilience to climate change, and accelerating the shift towards a low-carbon economy. _________________ 7 SWD(2020)223 final, 6.10.2020.
2024/02/08
Committee: REGI
Amendment 42 #

2023/0397(COD)

Proposal for a regulation
Recital 51
(51) The Commission shouldall provide an annual report on the progress with the implementation of the Regulation and the Facility to the European Parliament and to the Committee referred to in this Regulation.
2024/02/08
Committee: REGI
Amendment 42 #

2023/0397(COD)

Proposal for a regulation
Recital 51
(51) The Commission shouldall provide an annual report on the progress with the implementation of the Regulation and the Facility to the European Parliament and to the Committee referred to in this Regulation.
2024/02/08
Committee: REGI
Amendment 45 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 1 – point b
(b) accelerate the socio-economic and territorial cohesion convergence of Beneficiaries’ economies with the Union;
2024/02/08
Committee: REGI
Amendment 45 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 1 – point b
(b) accelerate the socio-economic and territorial cohesion convergence of Beneficiaries’ economies with the Union;
2024/02/08
Committee: REGI
Amendment 48 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 2 – point b
(b) boost regional economic integration and territorial cohesion, by facilitating the connection between them, in particular through progress in the establishment of the Common Regional Market;
2024/02/08
Committee: REGI
Amendment 48 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 2 – point b
(b) boost regional economic integration and territorial cohesion, by facilitating the connection between them, in particular through progress in the establishment of the Common Regional Market;
2024/02/08
Committee: REGI
Amendment 50 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 2 – point d
(d) support regional economic integration and enhanced integration with the EU single market through improved connectivity in the region in line with Transeuropean Networks; and promoting infrastructure development and the participation of member states and regions.
2024/02/08
Committee: REGI
Amendment 50 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 2 – point d
(d) support regional economic integration and enhanced integration with the EU single market through improved connectivity in the region in line with Transeuropean Networks; and promoting infrastructure development and the participation of member states and regions.
2024/02/08
Committee: REGI
Amendment 67 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 2 – point j a (new)
(j a) Foster cooperation in the field of security and the fight against organized crime and the control of irregular migration flows through information exchanges, implementation of appropriate infrastructure, development of effective procedures for the identification and management, training of border personnel and cooperation between Member States and regions.
2024/02/08
Committee: REGI
Amendment 67 #

2023/0397(COD)

Proposal for a regulation
Article 3 – paragraph 2 – point j a (new)
(j a) Foster cooperation in the field of security and the fight against organized crime and the control of irregular migration flows through information exchanges, implementation of appropriate infrastructure, development of effective procedures for the identification and management, training of border personnel and cooperation between Member States and regions.
2024/02/08
Committee: REGI
Amendment 74 #

2023/0397(COD)

Proposal for a regulation
Article 4 – paragraph 5
5. Beneficiaries and the Commission shall ensure that equality between men and women, gender mainstreaming and the integration of a gender prespective are taken into account and promoted throughout the preparation of the Reform Agendas and the implementation of the Facility. Beneficiaries and the Commission shall take appropriate steps to prevent any discrimination based upon gender, racial or ethnic origin, religion or belief, disability, age or sexual orientation. The Commission will report on these measures in the context of its regular reporting under the Gender Action Plans.
2024/02/08
Committee: REGI
Amendment 74 #

2023/0397(COD)

Proposal for a regulation
Article 4 – paragraph 5
5. Beneficiaries and the Commission shall ensure that equality between men and women, gender mainstreaming and the integration of a gender prespective are taken into account and promoted throughout the preparation of the Reform Agendas and the implementation of the Facility. Beneficiaries and the Commission shall take appropriate steps to prevent any discrimination based upon gender, racial or ethnic origin, religion or belief, disability, age or sexual orientation. The Commission will report on these measures in the context of its regular reporting under the Gender Action Plans.
2024/02/08
Committee: REGI
Amendment 78 #

2023/0397(COD)

Proposal for a regulation
Article 4 – paragraph 7 a (new)
7 a. To ensure the efficiency of the financial instrument, Member States may launch regular and shared consultations with Beneficiaries to offer assistance in program formulation.
2024/02/08
Committee: REGI
Amendment 78 #

2023/0397(COD)

Proposal for a regulation
Article 4 – paragraph 7 a (new)
7 a. To ensure the efficiency of the financial instrument, Member States may launch regular and shared consultations with Beneficiaries to offer assistance in program formulation.
2024/02/08
Committee: REGI
Amendment 85 #

2023/0397(COD)

Proposal for a regulation
Article 10 – paragraph 2
2. The Commission shall inform the European Parliament and, the Council and Member States of commitment appropriations carried over in accordance with Article 12(6) of Regulation (EU, Euratom) 2018/1046.
2024/02/08
Committee: REGI
Amendment 85 #

2023/0397(COD)

Proposal for a regulation
Article 10 – paragraph 2
2. The Commission shall inform the European Parliament and, the Council and Member States of commitment appropriations carried over in accordance with Article 12(6) of Regulation (EU, Euratom) 2018/1046.
2024/02/08
Committee: REGI
Amendment 99 #

2023/0397(COD)

Proposal for a regulation
Article 14 – paragraph 4
4. For the purpose of the assessment of the Reform Agendas submitted by the Beneficiaries, the Commission may be assisted by experts, which can assess the application of certain conditionalities on a case-by-case basis, allowing local, regional and national authorities to present arguments and plans tailored to their country's particular conditions.
2024/02/08
Committee: REGI
Amendment 99 #

2023/0397(COD)

Proposal for a regulation
Article 14 – paragraph 4
4. For the purpose of the assessment of the Reform Agendas submitted by the Beneficiaries, the Commission may be assisted by experts, which can assess the application of certain conditionalities on a case-by-case basis, allowing local, regional and national authorities to present arguments and plans tailored to their country's particular conditions.
2024/02/08
Committee: REGI
Amendment 95 #

2023/0363(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 1092/2010
Article 15 – paragraph 11
11. For sharing information as referred to in paragraphs 8, 9 and 10, the authorities referred to in paragraph 8 may enter into memoranda of understanding to specify the modalities of the exchange of information. They may also specify arrangements for the sharing of resources for the collection and processing of such shared data, provided that they comply with the applicable rules on data protection, intellectual property and professional secrecy.
2024/01/10
Committee: ECON
Amendment 97 #

2023/0363(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
(c) those concerned have demonstrated that they are have the requisite technical means in that they possess instruments capable of fully ensuring the protection of privacy and confidentiality,
2024/01/10
Committee: ECON
Amendment 99 #

2023/0363(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 1092/2010
Article 14 a (new)
14a. The ESRB shall, by 31 December 2024, report to the Commission all legal obstacles in sector-specific legislation preventing the ESRB from exchanging information with other authorities or bodies in any way. On the basis of that report and taking due account of the protection of intellectual property rights, professional secrecy obligations and data protection, the Commission shall, where appropriate, submit a legislative proposal to the European Parliament and the Council with a view to removing such legal obstacles in sector-specific legislation and facilitating the exchange of information between authorities and with other bodies.
2024/01/10
Committee: ECON
Amendment 103 #

2023/0363(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point 1
Regulation (EU) No 1093/2010
Article 29 – paragraph 1 – point d
(d) reviewing the application of the relevant regulatory and implementing technical standards adopted by the Commission, and of the guidelines and recommendations issued by the Authority and proposing amendments where appropriate, including to remove redundant, disproportionate or obsolete reporting requirements and minimise costs;’; while maintaining the usability and quality of data.
2024/01/10
Committee: ECON
Amendment 106 #

2023/0363(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point 2
Regulation (EU) No 1093/2010
Article 30 – paragraph 3 – point e
(e) the effectiveness of national reporting requirements and the degree of convergence and suitability of such requirements with the ones set out in Union law.’;
2024/01/10
Committee: ECON
Amendment 112 #

2023/0363(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point 5
Regulation (EU) No 1093/2010
Article 54 – paragraph 2 – indent 9
– reporting and disclosure requirements and the collection of information from financial institutions.;
2024/01/10
Committee: ECON
Amendment 120 #

2023/0363(COD)

Proposal for a regulation
Article 3 – paragraph 1 – point 4
Regulation (EU) No 1094/2010
Article 35 a – paragraph 7 a (new)
7a. The Authority and the competent authorities shall, by 31 December 2024, report to the Commission all legal obstacles in sector-specific legislation that prevent them from exchanging information with other authorities or bodies in any way. On the basis of that report and taking due account of the protection of intellectual property rights, professional secrecy obligations and data protection, the Commission shall, where appropriate, submit by 30 June 2025 a legislative proposal to the European Parliament and the Council with a view to removing such legal obstacles in sector- specific legislation and facilitating the exchange of information between authorities and with other bodies.
2024/01/10
Committee: ECON
Amendment 122 #

2023/0363(COD)

Proposal for a regulation
Article 3 – paragraph 1 – point 5
Regulation (EU) No 1094/2010
Article 54 – paragraph 2 – indent 9 a
– reporting and disclosure requirements and the collection of information from financial institutions.;
2024/01/10
Committee: ECON
Amendment 126 #

2023/0363(COD)

Proposal for a regulation
Article 4 – paragraph 1 – point 1
Regulation (EU) No 1095/2010
Article 29 – paragraph 1 – point d
(d) reviewing the application of the relevant regulatory and implementing technical standards adopted by the Commission, and of the guidelines and recommendations issued by the Authority and proposing amendments where appropriate, including to remove redundant, disproportionate or obsolete reporting requirements and minimise costs;’; while maintaining the usability and quality of data.
2024/01/10
Committee: ECON
Amendment 131 #

2023/0363(COD)

Proposal for a regulation
Article 4 – paragraph 1 – point 4
Regulation (EU) No 1095/2010
Article 35 a – paragraph 7 a (new)
7a. The Authority and the competent authorities shall, by 31 December 2024, report to the Commission all legal obstacles in sector-specific legislation that prevent them from exchanging information with other authorities or bodies in any way. On the basis of that report and taking due account of the protection of intellectual property rights, professional secrecy obligations and data protection, the Commission shall, where appropriate, submit by 30 June 2025 a legislative proposal to the European Parliament and the Council with a view to removing such legal obstacles in sector- specific legislation and facilitating the exchange of information between authorities and with other bodies.
2024/01/10
Committee: ECON
Amendment 133 #

2023/0363(COD)

Proposal for a regulation
Article 4 – paragraph 1 – point 4 a (new)
Regulation (EU) No 1095/2010
Article 35 a – paragraph 7 a
7a. The Authority and the competent authorities shall, by 31 December 2024, report to the Commission all legal obstacles in sector-specific legislation that prevent them from exchanging information with other authorities or bodies in any way. On the basis of that report and taking due account of the protection of intellectual property rights, professional secrecy obligations and data protection, the Commission shall, where appropriate, submit by 30 June 2025 a legislative proposal to the European Parliament and the Council with a view to removing such legal obstacles in sector- specific legislation and facilitating the exchange of information between authorities and with other bodies.
2024/01/10
Committee: ECON
Amendment 134 #

2023/0363(COD)

Proposal for a regulation
Article 4 – paragraph 1 – point 5
Regulation (EU) No 1095/2010
Article 54 – paragraph 2 – indent 9
– reporting and disclosure requirements and the collection of information from financial market participants.;
2024/01/10
Committee: ECON
Amendment 139 #

2023/0363(COD)

Proposal for a regulation
Article 5 – paragraph -1 (new)
Regulation (EU) No 2021/523
Article 8 – paragraph 6 – introductory part
The Commission shall develop sustainability guidance that, in accordance with Union environmental and social objectives and standards and, taking appropriate account of the principle of ‘do no significant harm’ and considering the differences between the various types of infrastructure projects, allows for:
2024/01/10
Committee: ECON
Amendment 143 #

2023/0363(COD)

Proposal for a regulation
Article 5 – paragraph -1 a (new)
Regulation (EU) No 2021/523
Article 13 – paragraph 7 – subparagraph 2
Contracts between the implementing partner and the final recipient or the financial intermediary or other entity referred to in point (a) of Article 16(1) under in connection withe EU guarantee referred to in the first subparagraph of Article 4(2) shall be signed at the latest one year after the approval of the relevant financing or investment operation by the implementing partnerby 31 August 2026 at the latest. In other cases, contracts between the implementing partner and the final recipient or the financial intermediary or other entity referred to in point (a) of Article 16(1) shall be signed by 31 December 2028.
2024/01/10
Committee: ECON
Amendment 147 #

2023/0363(COD)

Proposal for a regulation
Article 5 – paragraph -1 b (new)
Regulation (EU) No 2021/523
Article 17 – paragraph 2 – point (h)
(h) financial and operational reporting and monitoring of the financing and investment operations under the EU guarantee; ensuring that reporting requirements are proportionate and enable the achievement of InvestEU’s objectives while minimising costs for all stakeholders and final beneficiaries, in line with the Union’s objective to reduce administrative burdens;’
2024/01/10
Committee: ECON
Amendment 158 #

2023/0210(COD)

Proposal for a regulation
Article 2 – paragraph 2 – point j – point iii
(iii) instruments valid only in a single Member State or in a region, which are provided at the request of an undertaking or a public sector entity and regulated by a national or regional public authority for specific social or tax purposes to acquire specific goods or services from suppliers having a commercial agreement with the issuer;
2023/12/04
Committee: ECON
Amendment 2 #

2023/0199(COD)

Proposal for a regulation
Recital 2
(2) The EU industry has proven its inbuilt resilience but is being challenged. High inflation, labour shortages, post- COVID supply chains disruptions, rising interest rates, and spikes in energy costs and input prices are weighing on the competitiveness of the EU industry. This is paired with strong, but not always fair, competition on the fragmented global market. The EU has already put forward several initiatives to support its industry, such as the Green Deal Industrial Plan,40 the Critical Raw Materials Act41 , the Net Zero Industry Act42 , the new Temporary Crisis and Transition Framework for State aid,43 Next Generation EU and REPowerEU.44 While these solutions provide fast and, targeted and, in some cases, temporary support, the EU needs a more structural answer to the investment needs of its industries, safeguarding cohesion and the level playing field in the Single Market and to reduce the EU’s strategic dependencies. _________________ 40 Communication on A Green Deal Industrial Plan for the Net-Zero Age, COM(2023) 62 final. 41 COM(2023) 160 final 42 COM(2023) 161 final 43 Communication on a Temporary Crisis and Transition Framework for State Aid measures (OJ C 101, 17.3.2023, p. 3). 44 Regulation (EU) 2023/435 as regards REPowerEU (OJ L 63, 28.2.2023, p. 1).
2023/09/06
Committee: REGI
Amendment 2 #

2023/0199(COD)

Proposal for a regulation
Recital 2
(2) The EU industry has proven its inbuilt resilience but is being challenged. High inflation, labour shortages, post- COVID supply chains disruptions, rising interest rates, and spikes in energy costs and input prices are weighing on the competitiveness of the EU industry. This is paired with strong, but not always fair, competition on the fragmented global market. The EU has already put forward several initiatives to support its industry, such as the Green Deal Industrial Plan,40 the Critical Raw Materials Act41 , the Net Zero Industry Act42 , the new Temporary Crisis and Transition Framework for State aid,43 Next Generation EU and REPowerEU.44 While these solutions provide fast and, targeted and, in some cases, temporary support, the EU needs a more structural answer to the investment needs of its industries, safeguarding cohesion and the level playing field in the Single Market and to reduce the EU’s strategic dependencies. _________________ 40 Communication on A Green Deal Industrial Plan for the Net-Zero Age, COM(2023) 62 final. 41 COM(2023) 160 final 42 COM(2023) 161 final 43 Communication on a Temporary Crisis and Transition Framework for State Aid measures (OJ C 101, 17.3.2023, p. 3). 44 Regulation (EU) 2023/435 as regards REPowerEU (OJ L 63, 28.2.2023, p. 1).
2023/09/06
Committee: REGI
Amendment 11 #

2023/0199(COD)

Proposal for a regulation
Recital 4
(4) There is a need to support critical technologies in the following fields: deep and digital technologies, clean technologies, and biotechnologies (including the respective critical raw materials value chains), in particular projects, companies and sectors with a critical role for EU’s competitiveness and resilience and its value chains; the entire CCS value chain; research projects and preliminary studies/analysis to support the development of innovative technologies. By way of example, deep technologies and digital technologies should include microelectronics, high-performance computing, quantum technologies (i.e., computing, communication and sensing technologies), cloud computing, edge computing, and artificial intelligence, cybersecurity technologies, robotics, 5G and advanced connectivity and virtual realities, including actions related to deep and digital technologies for the development of defence and aerospace applications. Clean technologies should include, among others, renewable energy; electricity and heat storage; heat pumps; electricity grid; renewable fuels of non- biological origin; sustainable alternative fuels; electrolysers and fuel cells; carbon capture, utilisation and storage; energy efficiency; hydrogen and its related infrastructure; smart energy solutions; technologies vital to sustainability such as water purification and desalination; advanced materials such as nanomaterials, composites and future clean construction materials, and technologies for the sustainable extraction and processing of critical raw materials. Biotechnology should be considered to include technologies such as biomolecules and its applications, pharmaceuticals and medical technologies vital for health security, crop biotechnology, and industrial biotechnology, such as for waste disposal, and biomanufacturing. The Commission may issue guidance to further specify the scope of the technologies in these three fields considered to be critical in accordance with this Regulation, in order to promote a common interpretation of the projects, companies and sectors to be supported under the respective programmes in light of the common strategic objective. Moreover, technologies in any of these three fields which are subjects of an Important Project of Common European Interest (IPCEI) approved by the Commission pursuant to Article 107(3), point (b) TFEU should be deemed to be critical, and individual projects within the scope of such an IPCEI should be eligible for funding, in accordance with the respective programme rulthrough dedicated EU resources, to the extent that the identified funding gap and the eligible costs have not yet been completely covered.
2023/09/06
Committee: REGI
Amendment 11 #

2023/0199(COD)

Proposal for a regulation
Recital 4
(4) There is a need to support critical technologies in the following fields: deep and digital technologies, clean technologies, and biotechnologies (including the respective critical raw materials value chains), in particular projects, companies and sectors with a critical role for EU’s competitiveness and resilience and its value chains; the entire CCS value chain; research projects and preliminary studies/analysis to support the development of innovative technologies. By way of example, deep technologies and digital technologies should include microelectronics, high-performance computing, quantum technologies (i.e., computing, communication and sensing technologies), cloud computing, edge computing, and artificial intelligence, cybersecurity technologies, robotics, 5G and advanced connectivity and virtual realities, including actions related to deep and digital technologies for the development of defence and aerospace applications. Clean technologies should include, among others, renewable energy; electricity and heat storage; heat pumps; electricity grid; renewable fuels of non- biological origin; sustainable alternative fuels; electrolysers and fuel cells; carbon capture, utilisation and storage; energy efficiency; hydrogen and its related infrastructure; smart energy solutions; technologies vital to sustainability such as water purification and desalination; advanced materials such as nanomaterials, composites and future clean construction materials, and technologies for the sustainable extraction and processing of critical raw materials. Biotechnology should be considered to include technologies such as biomolecules and its applications, pharmaceuticals and medical technologies vital for health security, crop biotechnology, and industrial biotechnology, such as for waste disposal, and biomanufacturing. The Commission may issue guidance to further specify the scope of the technologies in these three fields considered to be critical in accordance with this Regulation, in order to promote a common interpretation of the projects, companies and sectors to be supported under the respective programmes in light of the common strategic objective. Moreover, technologies in any of these three fields which are subjects of an Important Project of Common European Interest (IPCEI) approved by the Commission pursuant to Article 107(3), point (b) TFEU should be deemed to be critical, and individual projects within the scope of such an IPCEI should be eligible for funding, in accordance with the respective programme rulthrough dedicated EU resources, to the extent that the identified funding gap and the eligible costs have not yet been completely covered.
2023/09/06
Committee: REGI
Amendment 19 #

2023/0199(COD)

Proposal for a regulation
Recital 5
(5) Strengthening the manufacturing capacity of key technologies in the Union will not be possible without a sizeable skilled workforce including with digital skills, engineering and other technical skills . However, labour and skills shortages have increased in all sectors including those considered key for the green and digital transition (including, coordination and planning skills for more complex projects) and endanger the rise of key technologies, also in the context of demographic change. Therefore, it is necessary to boost the activation of more people to the labour market relevant for strategic sectors, in particular through the creation of jobs and apprenticeships for young, disadvantaged persons, in particular, young people not in employment, education or training. Such support will complement a number of other actions aimed at meeting the skills needs stemming from the transition, outlined in the EU Skills Agenda.45 _________________ 45 Communication on a European Skills Agenda for sustainable competitiveness, social fairness and resilience, COM(2020) 274 final.
2023/09/06
Committee: REGI
Amendment 19 #

2023/0199(COD)

Proposal for a regulation
Recital 5
(5) Strengthening the manufacturing capacity of key technologies in the Union will not be possible without a sizeable skilled workforce including with digital skills, engineering and other technical skills . However, labour and skills shortages have increased in all sectors including those considered key for the green and digital transition (including, coordination and planning skills for more complex projects) and endanger the rise of key technologies, also in the context of demographic change. Therefore, it is necessary to boost the activation of more people to the labour market relevant for strategic sectors, in particular through the creation of jobs and apprenticeships for young, disadvantaged persons, in particular, young people not in employment, education or training. Such support will complement a number of other actions aimed at meeting the skills needs stemming from the transition, outlined in the EU Skills Agenda.45 _________________ 45 Communication on a European Skills Agenda for sustainable competitiveness, social fairness and resilience, COM(2020) 274 final.
2023/09/06
Committee: REGI
Amendment 28 #

2023/0199(COD)

Proposal for a regulation
Recital 9
(9) To that end, it should be possible to rely on assessments made for the purposes of other Union programmes in accordance with Articles 126 and 127 of Regulation (EU, Euratom) 2018/1046,52 in order to reduce administrative burden for beneficiaries of Union funds and encourage investment in priority technologies. Provided they comply with the provisions of the RRF Regulation,53 Member States should consider including actions awarded the Sovereignty Seal when preparvising their recovery and resilience plans and when proposing their Recovering and Resilience Plans and when deciding on investment projects to be financed from its share of the Modernisation Fund. The Sovereignty Seal should also be taken into account by the Commission in the context of the procedure provided for in Article 19 of the EIB Statute and of the policy check laid down in Article 23 of the InvestEU Regulation. In addition, the implementing partners should be required to examine projects having been awarded the Sovereignty Seal in case they fall within their geographic and activity scope in accordance with Article 26(5) of that Regulation. Authorities in charge of programmes falling under STEP should also be encouraged to consider support for strategic projects identified in accordance with the Net Zero Industry and the Critical Raw Materials Acts that are within the scope of Article 2 of the Regulation and for which rules on cumulative funding may apply. _________________ 52 Regulation (EU, Euratom) 2018/1046 on the financial rules applicable to the general budget of the Union (OJ L 193, 30.7.2018, p. 1). 53 Regulation (EU) 2021/241 establishing the Recovery and Resilience Facility (OJ L 57, 18.2.2021, p. 17).
2023/09/06
Committee: REGI
Amendment 28 #

2023/0199(COD)

Proposal for a regulation
Recital 9
(9) To that end, it should be possible to rely on assessments made for the purposes of other Union programmes in accordance with Articles 126 and 127 of Regulation (EU, Euratom) 2018/1046,52 in order to reduce administrative burden for beneficiaries of Union funds and encourage investment in priority technologies. Provided they comply with the provisions of the RRF Regulation,53 Member States should consider including actions awarded the Sovereignty Seal when preparvising their recovery and resilience plans and when proposing their Recovering and Resilience Plans and when deciding on investment projects to be financed from its share of the Modernisation Fund. The Sovereignty Seal should also be taken into account by the Commission in the context of the procedure provided for in Article 19 of the EIB Statute and of the policy check laid down in Article 23 of the InvestEU Regulation. In addition, the implementing partners should be required to examine projects having been awarded the Sovereignty Seal in case they fall within their geographic and activity scope in accordance with Article 26(5) of that Regulation. Authorities in charge of programmes falling under STEP should also be encouraged to consider support for strategic projects identified in accordance with the Net Zero Industry and the Critical Raw Materials Acts that are within the scope of Article 2 of the Regulation and for which rules on cumulative funding may apply. _________________ 52 Regulation (EU, Euratom) 2018/1046 on the financial rules applicable to the general budget of the Union (OJ L 193, 30.7.2018, p. 1). 53 Regulation (EU) 2021/241 establishing the Recovery and Resilience Facility (OJ L 57, 18.2.2021, p. 17).
2023/09/06
Committee: REGI
Amendment 30 #

2023/0199(COD)

Proposal for a regulation
Recital 10
(10) A new publicly available website (the ‘Sovereignty Portal’) should be set up by the Commission to provide information on available support to companies, including SMEs, and project promoters seeking funds for STEP investments. To that end, it should display in an accessible and user-friendly manner the funding opportunities for STEP investments available under the EU budget. This should include information about directly managed programmes, such as Horizon Europe, the Digital Europe programme, the EU4Health programme, and the Innovation Fund, and also other programmes such as InvestEU, the RRF, and cohesion policy funds. Moreover, the Sovereignty Portal should help increase the visibility for STEP investments towards investors, by listing the projects that have been awarded a Sovereignty Seal. The Portal should also list the national competent authorities responsible for acting as contact points for the implementation of the STEP at national level.
2023/09/06
Committee: REGI
Amendment 30 #

2023/0199(COD)

Proposal for a regulation
Recital 10
(10) A new publicly available website (the ‘Sovereignty Portal’) should be set up by the Commission to provide information on available support to companies, including SMEs, and project promoters seeking funds for STEP investments. To that end, it should display in an accessible and user-friendly manner the funding opportunities for STEP investments available under the EU budget. This should include information about directly managed programmes, such as Horizon Europe, the Digital Europe programme, the EU4Health programme, and the Innovation Fund, and also other programmes such as InvestEU, the RRF, and cohesion policy funds. Moreover, the Sovereignty Portal should help increase the visibility for STEP investments towards investors, by listing the projects that have been awarded a Sovereignty Seal. The Portal should also list the national competent authorities responsible for acting as contact points for the implementation of the STEP at national level.
2023/09/06
Committee: REGI
Amendment 35 #

2023/0199(COD)

Proposal for a regulation
Recital 11
(11) While the STEP relies on the reprogramming and reinforcement of existing programmes for supporting strategic investments, it is also an important element for testing the feasibility and preparation of new interventions as a step towards critical test towards the establishment of a European Sovereignty Fund. TAt the latest with the evaluation in 2025 will assess the relevance of the actions undertaken anwill be assessed and the evaluation could serve as basis for assessing the need for an upscaling of the support towards strategic sectors.
2023/09/06
Committee: REGI
Amendment 35 #

2023/0199(COD)

Proposal for a regulation
Recital 11
(11) While the STEP relies on the reprogramming and reinforcement of existing programmes for supporting strategic investments, it is also an important element for testing the feasibility and preparation of new interventions as a step towards critical test towards the establishment of a European Sovereignty Fund. TAt the latest with the evaluation in 2025 will assess the relevance of the actions undertaken anwill be assessed and the evaluation could serve as basis for assessing the need for an upscaling of the support towards strategic sectors.
2023/09/06
Committee: REGI
Amendment 36 #

2023/0199(COD)

Proposal for a regulation
Recital 12
(12) Directive 2003/87/EC54 should be amended to allow for additional financing with a financial envelope for the period 2024-2027 of EUR 5 billion. The Innovation Fund supports investments in innovative low-carbon technologies, which is a scope that is to be covered by the STEP. The increase in volume of the Innovation Fund should therefore allow to provide financing responding to the objective of supporting the development or manufacturing in the Union of critical clean technologies. In line with the objectives of ensuring cohesion and promoting the Single Market, and in order to support the green transition and the development of clean technologies throughout the Union, the additional financial envelope should be made available through calls for proposals open to entities from Member States whose average GDP per capita is below the EU average of the EU-27 measured in purchasing power standards (PPS) and calculated on the basis of Union figures for the period 2015-2017. In addition, the additional financial envelope should be made available also to support entities participating in the IPCEIs in critical clean technologies. _________________ 54 Directive 2003/87/EC establishing a scheme for greenhouse gas emission allowance trading (OJ L 275, 25.10.2003, p. 32).
2023/09/06
Committee: REGI
Amendment 36 #

2023/0199(COD)

Proposal for a regulation
Recital 12
(12) Directive 2003/87/EC54 should be amended to allow for additional financing with a financial envelope for the period 2024-2027 of EUR 5 billion. The Innovation Fund supports investments in innovative low-carbon technologies, which is a scope that is to be covered by the STEP. The increase in volume of the Innovation Fund should therefore allow to provide financing responding to the objective of supporting the development or manufacturing in the Union of critical clean technologies. In line with the objectives of ensuring cohesion and promoting the Single Market, and in order to support the green transition and the development of clean technologies throughout the Union, the additional financial envelope should be made available through calls for proposals open to entities from Member States whose average GDP per capita is below the EU average of the EU-27 measured in purchasing power standards (PPS) and calculated on the basis of Union figures for the period 2015-2017. In addition, the additional financial envelope should be made available also to support entities participating in the IPCEIs in critical clean technologies. _________________ 54 Directive 2003/87/EC establishing a scheme for greenhouse gas emission allowance trading (OJ L 275, 25.10.2003, p. 32).
2023/09/06
Committee: REGI
Amendment 44 #

2023/0199(COD)

Proposal for a regulation
Recital 13
(13) In order to extend support possibilities for investments aimed at strengthening industrial development and reinforcement of value chains in strategic sectors, the scope of support from the ERDF should be extended by providing for new specific objectives under the ERDF, without prejudice to the rules on eligibility of expenditure and climate spending as set out in Regulation (EU) 2021/106055 and Regulation (EU) 2021/105856 . In strategic sectors, it should also be possible to support productive investments in enterprises other than SMEs, which can make a significant contribution to the development of less developed and transition regions, as well as in more developed regions of Member States with a GDP per capita below the EU average. Managing authorities are encouraged to promote the collaboration and partnerships between large enterprises and in particular local SMEs, supply chains, innovation and technology ecosystems. This would allow reinforcing Europe’s overall capacity to strengthen its position in those sectors through providing access to all Member States for such investments, thus counteracting the risk of increasing disparities. _________________ 55 Regulation (EU) 2021/1060 laying down common provisions (OJ L 231, 30.6.2021, p. 159). 56 Regulation (EU) 2021/1058 on the European Regional Development Fund and on the Cohesion Fund (OJ L 224, 24.6.2021, p. 31).
2023/09/06
Committee: REGI
Amendment 44 #

2023/0199(COD)

Proposal for a regulation
Recital 13
(13) In order to extend support possibilities for investments aimed at strengthening industrial development and reinforcement of value chains in strategic sectors, the scope of support from the ERDF should be extended by providing for new specific objectives under the ERDF, without prejudice to the rules on eligibility of expenditure and climate spending as set out in Regulation (EU) 2021/106055 and Regulation (EU) 2021/105856 . In strategic sectors, it should also be possible to support productive investments in enterprises other than SMEs, which can make a significant contribution to the development of less developed and transition regions, as well as in more developed regions of Member States with a GDP per capita below the EU average. Managing authorities are encouraged to promote the collaboration and partnerships between large enterprises and in particular local SMEs, supply chains, innovation and technology ecosystems. This would allow reinforcing Europe’s overall capacity to strengthen its position in those sectors through providing access to all Member States for such investments, thus counteracting the risk of increasing disparities. _________________ 55 Regulation (EU) 2021/1060 laying down common provisions (OJ L 231, 30.6.2021, p. 159). 56 Regulation (EU) 2021/1058 on the European Regional Development Fund and on the Cohesion Fund (OJ L 224, 24.6.2021, p. 31).
2023/09/06
Committee: REGI
Amendment 56 #

2023/0199(COD)

Proposal for a regulation
Recital 18
(18) The regulatory framework for the implementation of the 2014-2020 programmes has been adapted over the past years to provide Member States and regions with additional with additional flexibility in terms of implementation rules and more liquidity to tackle the effects of the COVID-19 pandemic and the war or aggression against Ukraine. These measures, introduced at the end of the programming period, require sufficient time and administrative resources to be fully exploited and implemented; also at a time where Member States will focus resources on revising the 2021-2027 operational programmes linked to the STEP objectives. With a view to alleviate the administrative burden on programme authorities and to prevent possible loss of funds at closure for purely administrative reasons, the deadlines for the administrative closure of the programmes under the 2014-2020 period should be extended in Regulation (EU) No 1303/201361 and Regulation (EU) No 223/201462 . More specifically, the deadline for the submission of that final payment application should be extended by 12 months. Furthermore, the deadline for the submission of the closure documents should also be extended by 12 months. In the context of this amendment, it is appropriate to clarify that distribution of food and material bought until the end of the eligibility period (end-2023) may continue after that date. In order to ensure a sound implementation of the EU budget and respect for the payment ceilings, payments to be made in 2025 should be capped at 1 % of the financial appropriations from resources under the Multiannual Financial Framework per programme. Amounts due exceeding the ceiling of 1% of programme appropriations per fund for 2025 would not be paid in 2025 nor in subsequent years but only used for the clearance of pre-financingshould be paid within the framework of the payment of the final balance according to the article 141. Unused amounts shall be decommitted in accordance with the general rules for decommitment at closure. _________________ 61 Regulation (EU) 1303/2013 laying down common provisions (OJ L 347, 20.12.2013, p. 320). 62 Regulation (EU) 223/2014 on the Fund for European Aid on the Most Deprived (OJ L 72, 12.3.2014, p. 1).
2023/09/06
Committee: REGI
Amendment 56 #

2023/0199(COD)

Proposal for a regulation
Recital 18
(18) The regulatory framework for the implementation of the 2014-2020 programmes has been adapted over the past years to provide Member States and regions with additional with additional flexibility in terms of implementation rules and more liquidity to tackle the effects of the COVID-19 pandemic and the war or aggression against Ukraine. These measures, introduced at the end of the programming period, require sufficient time and administrative resources to be fully exploited and implemented; also at a time where Member States will focus resources on revising the 2021-2027 operational programmes linked to the STEP objectives. With a view to alleviate the administrative burden on programme authorities and to prevent possible loss of funds at closure for purely administrative reasons, the deadlines for the administrative closure of the programmes under the 2014-2020 period should be extended in Regulation (EU) No 1303/201361 and Regulation (EU) No 223/201462 . More specifically, the deadline for the submission of that final payment application should be extended by 12 months. Furthermore, the deadline for the submission of the closure documents should also be extended by 12 months. In the context of this amendment, it is appropriate to clarify that distribution of food and material bought until the end of the eligibility period (end-2023) may continue after that date. In order to ensure a sound implementation of the EU budget and respect for the payment ceilings, payments to be made in 2025 should be capped at 1 % of the financial appropriations from resources under the Multiannual Financial Framework per programme. Amounts due exceeding the ceiling of 1% of programme appropriations per fund for 2025 would not be paid in 2025 nor in subsequent years but only used for the clearance of pre-financingshould be paid within the framework of the payment of the final balance according to the article 141. Unused amounts shall be decommitted in accordance with the general rules for decommitment at closure. _________________ 61 Regulation (EU) 1303/2013 laying down common provisions (OJ L 347, 20.12.2013, p. 320). 62 Regulation (EU) 223/2014 on the Fund for European Aid on the Most Deprived (OJ L 72, 12.3.2014, p. 1).
2023/09/06
Committee: REGI
Amendment 58 #

2023/0199(COD)

Proposal for a regulation
Recital 19
(19) InvestEU is the EU flagship programme to boost investment, especially the green and digital transition, by providing demand-driven financing, including through blending mechanisms, and technical assistance. Such approach contributes to crowd in additional public and private capital. Given the high market demand of InvestEU guarantee, the EU compartment of InvestEU should be reinforced to correspond to the objectives of the STEP. This will, among other things, reinforce InvestEU’s existing possibility to invest in projects forming part of an IPCEI, within the identified critical technology sectors. In addition, Member States are encouraged to contribute to the InvestEU Member State compartment to support financial products in line with the STEP objectives, without prejudice to applicable State aid rules. It should be possible for Member States, on a voluntary bases, to include as a measure in their recovery and resilience plans a cash contribution for the purpose of the Member State compartment of InvestEU to support objectives of the STEP. That additional contribution to support objectives of the STEP could reach up to 6% of their recovery and resilience plan’s total financial allocation to the Member State compartment of InvestEU. Additional flexibility and clarifications should also be introduced to better pursue the objectives of the STEP.
2023/09/06
Committee: REGI
Amendment 58 #

2023/0199(COD)

Proposal for a regulation
Recital 19
(19) InvestEU is the EU flagship programme to boost investment, especially the green and digital transition, by providing demand-driven financing, including through blending mechanisms, and technical assistance. Such approach contributes to crowd in additional public and private capital. Given the high market demand of InvestEU guarantee, the EU compartment of InvestEU should be reinforced to correspond to the objectives of the STEP. This will, among other things, reinforce InvestEU’s existing possibility to invest in projects forming part of an IPCEI, within the identified critical technology sectors. In addition, Member States are encouraged to contribute to the InvestEU Member State compartment to support financial products in line with the STEP objectives, without prejudice to applicable State aid rules. It should be possible for Member States, on a voluntary bases, to include as a measure in their recovery and resilience plans a cash contribution for the purpose of the Member State compartment of InvestEU to support objectives of the STEP. That additional contribution to support objectives of the STEP could reach up to 6% of their recovery and resilience plan’s total financial allocation to the Member State compartment of InvestEU. Additional flexibility and clarifications should also be introduced to better pursue the objectives of the STEP.
2023/09/06
Committee: REGI
Amendment 59 #

2023/0199(COD)

Proposal for a regulation
Recital 20
(20) Horizon Europe is the EU’s key funding programme for research and innovation, and its European Innovation Council (EIC) provides for support for innovations with potential breakthrough and disruptive nature with scale-up potential that may be too risky for private investors. Additional flexibility should be provided for under Horizon Europe, so that the EIC Accelerator can provide equity- only support to non-bankable SMEs, including start-ups, and non-bankable SMEs and small mid-caps, carrying out innovation in the technologies supported by the STEP and regardless of whether they previously received other types of support from the EIC Accelerator. The implementation of the EIC Fund is currently limited to a maximum investment amount of EUR 15 million except in exceptional cases and cannot accommodate follow-on financing rounds or larger investment amounts. Allowing for equity- only support for non-bankable SMEs and small mid-caps would address the existing market gap with investments needs in the range of EUR 15 to 50 million. The equity- only support shall be provided by additional financial resources provided by STEP regulation. Moreover, experience has shown that the amounts committed for the EIC Pilot under Horizon2020 are not fully used. These unused funds should be made available for the purposes of the EIC Accelerator under Horizon Europe. The Horizon Europe Regulation should also be amended to reflect the increased envelope for the European Defence Fund.
2023/09/06
Committee: REGI
Amendment 59 #

2023/0199(COD)

Proposal for a regulation
Recital 20
(20) Horizon Europe is the EU’s key funding programme for research and innovation, and its European Innovation Council (EIC) provides for support for innovations with potential breakthrough and disruptive nature with scale-up potential that may be too risky for private investors. Additional flexibility should be provided for under Horizon Europe, so that the EIC Accelerator can provide equity- only support to non-bankable SMEs, including start-ups, and non-bankable SMEs and small mid-caps, carrying out innovation in the technologies supported by the STEP and regardless of whether they previously received other types of support from the EIC Accelerator. The implementation of the EIC Fund is currently limited to a maximum investment amount of EUR 15 million except in exceptional cases and cannot accommodate follow-on financing rounds or larger investment amounts. Allowing for equity- only support for non-bankable SMEs and small mid-caps would address the existing market gap with investments needs in the range of EUR 15 to 50 million. The equity- only support shall be provided by additional financial resources provided by STEP regulation. Moreover, experience has shown that the amounts committed for the EIC Pilot under Horizon2020 are not fully used. These unused funds should be made available for the purposes of the EIC Accelerator under Horizon Europe. The Horizon Europe Regulation should also be amended to reflect the increased envelope for the European Defence Fund.
2023/09/06
Committee: REGI
Amendment 72 #

2023/0199(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point b a (new)
(ba) b) supporting the development or manufacturing throughout the Union of coherent and connected technologies, also proposed by the Member States and approved by the Commission, related to the conditions set out in paragraph 2.
2023/09/06
Committee: REGI
Amendment 72 #

2023/0199(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point b a (new)
(ba) b) supporting the development or manufacturing throughout the Union of coherent and connected technologies, also proposed by the Member States and approved by the Commission, related to the conditions set out in paragraph 2.
2023/09/06
Committee: REGI
Amendment 79 #

2023/0199(COD)

Proposal for a regulation
Article 2 – paragraph 3
3. Where an Important Project of Common European Interest (IPCEI) approved by the Commission pursuant to Article 107(3), point (b) TFEU relates to any of the technology fields referred to in point (a) of paragraph 1, the relevant technologies shall be deemed to be critical and dedicated funds should be allocated to the IPCEI.
2023/09/06
Committee: REGI
Amendment 79 #

2023/0199(COD)

Proposal for a regulation
Article 2 – paragraph 3
3. Where an Important Project of Common European Interest (IPCEI) approved by the Commission pursuant to Article 107(3), point (b) TFEU relates to any of the technology fields referred to in point (a) of paragraph 1, the relevant technologies shall be deemed to be critical and dedicated funds should be allocated to the IPCEI.
2023/09/06
Committee: REGI
Amendment 88 #

2023/0199(COD)

Proposal for a regulation
Article 4 – paragraph 1 a (new)
1a. The Sovereignty Seal is awarded by default to Important Project of Common European Interest (IPCEI) approved by the Commission pursuant to Article 107(3), point (b) TFEU related to any of the technology fields referred to in point (a), paragraph 1 of article 2
2023/09/06
Committee: REGI
Amendment 88 #

2023/0199(COD)

Proposal for a regulation
Article 4 – paragraph 1 a (new)
1a. The Sovereignty Seal is awarded by default to Important Project of Common European Interest (IPCEI) approved by the Commission pursuant to Article 107(3), point (b) TFEU related to any of the technology fields referred to in point (a), paragraph 1 of article 2
2023/09/06
Committee: REGI
Amendment 90 #

2023/0199(COD)

Proposal for a regulation
Article 4 – paragraph 3
3. When revising their recovery and resilience plans in accordance with Regulation (EU) 2021/241, Member States shall, without prejudice to the provismay, even in derogations of that Regulationart. 21, if appropriate, consider as a priority actions which have been awarded a Sovereignty Seal in accordance with paragraph 1.
2023/09/06
Committee: REGI
Amendment 90 #

2023/0199(COD)

Proposal for a regulation
Article 4 – paragraph 3
3. When revising their recovery and resilience plans in accordance with Regulation (EU) 2021/241, Member States shall, without prejudice to the provismay, even in derogations of that Regulationart. 21, if appropriate, consider as a priority actions which have been awarded a Sovereignty Seal in accordance with paragraph 1.
2023/09/06
Committee: REGI
Amendment 93 #

2023/0199(COD)

Proposal for a regulation
Article 5 – paragraph 3
3. The Commission shall report on monitoring and on the expenditure financed by the Platform, with reference to each of the relevant committed funds. It shall, as appropriate, report on the achievements related to each of the specific Platform objectives.
2023/09/06
Committee: REGI
Amendment 93 #

2023/0199(COD)

Proposal for a regulation
Article 5 – paragraph 3
3. The Commission shall report on monitoring and on the expenditure financed by the Platform, with reference to each of the relevant committed funds. It shall, as appropriate, report on the achievements related to each of the specific Platform objectives.
2023/09/06
Committee: REGI
Amendment 103 #

2023/0199(COD)

Proposal for a regulation
Article 9 – paragraph 1 – point 1
Directive 2003/87/EC
Article 10 a – paragraph 8 – subparagraph 6 (new)
In addition to the allowances referred to in the first to fifth subparagraphs of this paragraph, the Innovation Fund shall also implement a financial envelope for the period from 1 January 2024 to 31 December 2027 of EUR 5 000 000 000 in current prices for supporting investments contributing to the STEP objective referred to in Article 2, point (a)(ii) of Regulation .../...63 [STEP Regulation]. This financial envelope shall be made available to support investments only in Member States whose average GDP per capita is below the EU average of the EU-27 measured in purchasing power standards (PPS) and calculated on the basis of Union figures for the period 2015-2017 . In addition, up to XX % of the financial envelope shall be made available to create a window to support investments part of an IPCEI contributing to the STEP objective referred to in the aforementioned period. _________________ 63 Regulation …/… of the European Parliament and of the Council … [insert full title and OJ reference].
2023/09/06
Committee: REGI
Amendment 103 #

2023/0199(COD)

Proposal for a regulation
Article 9 – paragraph 1 – point 1
Directive 2003/87/EC
Article 10 a – paragraph 8 – subparagraph 6 (new)
In addition to the allowances referred to in the first to fifth subparagraphs of this paragraph, the Innovation Fund shall also implement a financial envelope for the period from 1 January 2024 to 31 December 2027 of EUR 5 000 000 000 in current prices for supporting investments contributing to the STEP objective referred to in Article 2, point (a)(ii) of Regulation .../...63 [STEP Regulation]. This financial envelope shall be made available to support investments only in Member States whose average GDP per capita is below the EU average of the EU-27 measured in purchasing power standards (PPS) and calculated on the basis of Union figures for the period 2015-2017 . In addition, up to XX % of the financial envelope shall be made available to create a window to support investments part of an IPCEI contributing to the STEP objective referred to in the aforementioned period. _________________ 63 Regulation …/… of the European Parliament and of the Council … [insert full title and OJ reference].
2023/09/06
Committee: REGI
Amendment 127 #

2023/0199(COD)

Proposal for a regulation
Article 10 – paragraph 1 – point 4 – point a (new)
Regulation (EU) 2021/1058
Article 5 – paragraph 2
(a) (4) The Article 5(2) of the Regulation (EU) 2021/1058 is replaced by the following: 2. Productive investments in tangible and intangible assets, as defined in the State aid legislation, in enterprises other than SMEs may be supported:
2023/09/06
Committee: REGI
Amendment 127 #

2023/0199(COD)

Proposal for a regulation
Article 10 – paragraph 1 – point 4 – point a (new)
Regulation (EU) 2021/1058
Article 5 – paragraph 2
(a) (4) The Article 5(2) of the Regulation (EU) 2021/1058 is replaced by the following: 2. Productive investments in tangible and intangible assets, as defined in the State aid legislation, in enterprises other than SMEs may be supported:
2023/09/06
Committee: REGI
Amendment 148 #

2023/0199(COD)

Proposal for a regulation
Article 13 – paragraph 1 – point 1 a (new)
Regulation (EU) 2021/1060
Article 13 – paragraph 1
(1a) In Article 13 “Amendment to the Partnership Agreement” paragraph 1 is replaced by the following: A Member State may submit to the Commission by 31 March 2024 an amended Partnership Agreement, taking into account the outcome of the mid-term review.
2023/09/06
Committee: REGI
Amendment 148 #

2023/0199(COD)

Proposal for a regulation
Article 13 – paragraph 1 – point 1 a (new)
Regulation (EU) 2021/1060
Article 13 – paragraph 1
(1a) In Article 13 “Amendment to the Partnership Agreement” paragraph 1 is replaced by the following: A Member State may submit to the Commission by 31 March 2024 an amended Partnership Agreement, taking into account the outcome of the mid-term review.
2023/09/06
Committee: REGI
Amendment 149 #

2023/0199(COD)

Proposal for a regulation
Article 13 – paragraph 1 – point 1 b (new)
Regulation (EU) 2021/1060
Article 18 – paragraph 1 – point a
(1b) "In Article 18 paragraph 1 point a is replaced by the following" (a) The new challenge identified in relevant country specific recommendations in 2023
2023/09/06
Committee: REGI
Amendment 149 #

2023/0199(COD)

Proposal for a regulation
Article 13 – paragraph 1 – point 1 b (new)
Regulation (EU) 2021/1060
Article 18 – paragraph 1 – point a
(1b) "In Article 18 paragraph 1 point a is replaced by the following" (a) The new challenge identified in relevant country specific recommendations in 2023
2023/09/06
Committee: REGI
Amendment 150 #

2023/0199(COD)

Proposal for a regulation
Article 13 – paragraph 1 – point 1 c (new)
Regulation (EU) 2021/1060
Article 18 – paragraph 2
(1c) In Article 18 paragraph 2 is replaced by the following: The Member State shall submit an assessment for each programme on the outcome of the mid-term review, including a proposal for the definitive allocation of the flexibility amount referred to in the second subparagraph of Article 86(1), to the Commission by 31 March 2024.
2023/09/06
Committee: REGI
Amendment 150 #

2023/0199(COD)

Proposal for a regulation
Article 13 – paragraph 1 – point 1 c (new)
Regulation (EU) 2021/1060
Article 18 – paragraph 2
(1c) In Article 18 paragraph 2 is replaced by the following: The Member State shall submit an assessment for each programme on the outcome of the mid-term review, including a proposal for the definitive allocation of the flexibility amount referred to in the second subparagraph of Article 86(1), to the Commission by 31 March 2024.
2023/09/06
Committee: REGI
Amendment 152 #

2023/0199(COD)

Proposal for a regulation
Article 14 – paragraph 1 – point 1
Regulation (EU) No 1303/2013
Article 135 – paragraph 6 (new) – subparagraph 2
Amounts from resources other than REACT-EU reimbursed by the Commission as interim payments in 2025 shall not exceed 1 % of the total financial appropriations to the programme concerned by Fund, REACT-EU resources excluded. Amounts that would be due to be paid by the Commission in 2025 exceeding this percentage shall not be paid and shall be used exclusively for the clearing of pre- financing at closurepaid within the framework of the payment of the final balance according to the article 141.
2023/09/06
Committee: REGI
Amendment 152 #

2023/0199(COD)

Proposal for a regulation
Article 14 – paragraph 1 – point 1
Regulation (EU) No 1303/2013
Article 135 – paragraph 6 (new) – subparagraph 2
Amounts from resources other than REACT-EU reimbursed by the Commission as interim payments in 2025 shall not exceed 1 % of the total financial appropriations to the programme concerned by Fund, REACT-EU resources excluded. Amounts that would be due to be paid by the Commission in 2025 exceeding this percentage shall not be paid and shall be used exclusively for the clearing of pre- financing at closurepaid within the framework of the payment of the final balance according to the article 141.
2023/09/06
Committee: REGI
Amendment 156 #

2023/0199(COD)

Proposal for a regulation
Article 14 – paragraph 1 – point 1 a (new) Regulation (EU) No 1303/2013
(1a) By way of derogation from Article 60(1) and the first and fourth subparagraphs of Article 120(3), a co- financing rate of 100 % may be applied to expenditure declared in the final accounting year for one or more priority axes in a programme supported by the ERDF, the ESF or the Cohesion Fund. By way of derogation from Article 30(1) and (2) and Article 96(10), the application of the co-financing rate of 100 % shall not require a Commission decision approving a programme amendment. The Member State shall notify the revised financial tables to the Commission following approval by the monitoring committee. The co-financing rate of 100 % shall apply only if the financial tables are notified to the Commission before the submission of the final application for an interim payment for the final accounting year in accordance with Article 135(2).
2023/09/06
Committee: REGI
Amendment 156 #

2023/0199(COD)

Proposal for a regulation
Article 14 – paragraph 1 – point 1 a (new) Regulation (EU) No 1303/2013
(1a) By way of derogation from Article 60(1) and the first and fourth subparagraphs of Article 120(3), a co- financing rate of 100 % may be applied to expenditure declared in the final accounting year for one or more priority axes in a programme supported by the ERDF, the ESF or the Cohesion Fund. By way of derogation from Article 30(1) and (2) and Article 96(10), the application of the co-financing rate of 100 % shall not require a Commission decision approving a programme amendment. The Member State shall notify the revised financial tables to the Commission following approval by the monitoring committee. The co-financing rate of 100 % shall apply only if the financial tables are notified to the Commission before the submission of the final application for an interim payment for the final accounting year in accordance with Article 135(2).
2023/09/06
Committee: REGI
Amendment 164 #

2023/0199(COD)

Proposal for a regulation
Article 16 – paragraph 1 – point 6 a (new)
Regulation (EU) 2021/523
Article 13 – paragraph 7
(6a) Article 13(7) is replaced by the following: Contracts between the implementing partner and the final recipient or the financial intermediary or other entity referred to in point (a) of Article 16(1) under the EU guarantee referred to in the first subparagraph of Article 4(2) shall be signed at the latest two years after the approval of the relevant financing or investment operation by the implementing partner. In other cases, contracts between the implementing partner and the final recipient or the financial intermediary or other entity referred to in point (a) of Article 16(1) shall be signed by 31 December 2028.
2023/09/06
Committee: REGI
Amendment 164 #

2023/0199(COD)

Proposal for a regulation
Article 16 – paragraph 1 – point 6 a (new)
Regulation (EU) 2021/523
Article 13 – paragraph 7
(6a) Article 13(7) is replaced by the following: Contracts between the implementing partner and the final recipient or the financial intermediary or other entity referred to in point (a) of Article 16(1) under the EU guarantee referred to in the first subparagraph of Article 4(2) shall be signed at the latest two years after the approval of the relevant financing or investment operation by the implementing partner. In other cases, contracts between the implementing partner and the final recipient or the financial intermediary or other entity referred to in point (a) of Article 16(1) shall be signed by 31 December 2028.
2023/09/06
Committee: REGI
Amendment 165 #

2023/0199(COD)

Proposal for a regulation
Article 16 – paragraph 1 – point 7
Regulation (EU) 2021/523
Article 23 – paragraph 3
3. In the context of the procedures referred to in paragraphs 1 and 2 of this Article, without prejudice to the existing framework of the procedures provided for in Article 19 of the EIB Statute, the Commission shall take into account any Sovereignty Seal awarded under Article 4 of Regulation .../... [STEP Regulation] to a project.
2023/09/06
Committee: REGI
Amendment 165 #

2023/0199(COD)

Proposal for a regulation
Article 16 – paragraph 1 – point 7
Regulation (EU) 2021/523
Article 23 – paragraph 3
3. In the context of the procedures referred to in paragraphs 1 and 2 of this Article, without prejudice to the existing framework of the procedures provided for in Article 19 of the EIB Statute, the Commission shall take into account any Sovereignty Seal awarded under Article 4 of Regulation .../... [STEP Regulation] to a project.
2023/09/06
Committee: REGI
Amendment 166 #

2023/0199(COD)

Proposal for a regulation
Article 16 – paragraph 1 – point 11
Regulation (EU) 2021/523
Article 35 – paragraph 5 a (new)
5a. The STEP Window should promote risk taking by implementing partners favouring their undertaking of subordinated positions in risky investment. Such risky projects would benefit from dedicated fast track process.
2023/09/06
Committee: REGI
Amendment 166 #

2023/0199(COD)

Proposal for a regulation
Article 16 – paragraph 1 – point 11
Regulation (EU) 2021/523
Article 35 – paragraph 5 a (new)
5a. The STEP Window should promote risk taking by implementing partners favouring their undertaking of subordinated positions in risky investment. Such risky projects would benefit from dedicated fast track process.
2023/09/06
Committee: REGI
Amendment 137 #

2023/0167(COD)

Proposal for a directive
Recital 13
(13) To make the pricing process more objective and to equip manufacturers, distributors and competent authorities with a tool allowing for an efficient comparison of costs among investment products from the same product type, both ESMA and EIOPA should develop benchmarks, based on data related to the cost and performance of investment products, which should be taken into consideration by manufacturers and distributors in their pricing processes. If the result of the comparison with a relevant benchmark indicates that the costs and performance for investors are not aligned to the benchmark, the product should not be marketed to retail investors, unless additional testing and further assessments have established that the product nevertheless offers Value for Money to the target market, for example in the case of a product containing additional special features that would be considered relevant for a particular group of investors with identified specific needs and objectives, but which are not reflected in the description of the group of investment products for which the benchmark was developed.deleted
2023/11/09
Committee: ECON
Amendment 145 #

2023/0167(COD)

Proposal for a directive
Recital 15
(15) To enable ESMA and EIOPA to develop reliable benchmarks, based on reliable data, manufacturers and distributors of investment products should be required to report necessary data to competent authorities, for onward transmission to ESMA and EIOPA. To limit, to the greatest extent possible, costs related to the new reporting obligations and to avoid unnecessary duplication, data sets should as far as possible be based on disclosure and reporting obligations stemming from EU law. ESMA and EIOPA should develop regulatory technical standards to determine the data sets, data standards and methods and formats for the information to be reported.deleted
2023/11/09
Committee: ECON
Amendment 150 #

2023/0167(COD)

Proposal for a directive
Recital 17
(17) In view of the extent of diversity of retail investment product offerings, the development of benchmarks by ESMA and EIOPA should be an evolutionary process, beginning with the investment products most commonly purchased by retail investors and progressively building on the experience gathered over time in order to broaden coverage and refine their quality.deleted
2023/11/09
Committee: ECON
Amendment 158 #

2023/0167(COD)

Proposal for a directive
Recital 20
(20) The pricing process under Directives 2009/65/EC and 2011/61/EU should ensure that costs borne by retail investors are justified and proportionate to the characteristics of the product, and in particular to the investment objective and strategy, level of risk and expected returns of the funds, so that UCITS and AIFs deliver Value for Money to investors. UCITS and AIFs management companies should remain responsible for the quality of their pricing process. In particular, they should ensure that costs are comparable to market standards, including by comparing the costs of funds with similar investment strategies and characteristics available on publicly available databases. However, to make the pricing process more objective and to equip UCITS and AIFs management companies, and competent authorities with a tool allowing for an efficient comparison of costs among investment products from the same product type, ESMA should develop benchmarks, based on data related to the cost and performance of investment products that ESMA receives as part of the supervisory reporting, against which an assessment of Value for Money can be carried out, in addition to the other criteria included in the pricing process of UCITS and AIFs management companies. Considering the Commission’s priority to avoid unnecessary administrative burdens and to simplify reporting requirements, those benchmarks should build on existing data from public disclosures and supervisory reporting, unless additional data are exceptionally necessary. Investment funds offering poor Value for Money or deviating from ESMA’s benchmarks should not be marketed to retail investors unless further assessment has established that the product nevertheless offers Value for Money. The assessment and the measures taken should be documented and provided to competent authorities upon their request.
2023/11/09
Committee: ECON
Amendment 180 #

2023/0167(COD)

Proposal for a directive
Recital 34
(34) To ensure that, in the context of advised services, due consideration is given to portfolio diversification, financial advisors should be systematically required to consider the needs of such diversification for their clients or customers, as part of the suitability assessments, including on the basis of information provided by those clients or customers on their existing portfolio of financial and non-financial assets.
2023/11/09
Committee: ECON
Amendment 209 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 3 a (new)
Directive 2014/65/EU
Article 4 – paragraph 1 – point 48 a (new)
(3a) ‘existing financial assets’ mean financial instruments, structured deposits, insurance-based investment products and the practice of portfolio management;
2023/11/09
Committee: ECON
Amendment 234 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 1 – point e
(e) in relation to financial instruments falling under the definition of packaged retail investment products in accordance with Article 4(1) of Regulation (EU) No 1286/2014 of the European Parliament and of the Council*, a clear identification and quantification of all costs and charges related to the financial instrument and an assessment of whether those costs and charges are justified and proportionate, having regard to the characteristics, objectives and, if relevant, strategy of the financial instrument, and its performance and the quality and level of service provided to the customer by distributors (‘pricing process’).
2023/11/09
Committee: ECON
Amendment 240 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 1 – subparagraph 3
The pricing process referred to in point (e) shall include a comparison with the relevant benchmark, where available, on costs and performance published by ESMA in accordance with paragraph 9.deleted
2023/11/09
Committee: ECON
Amendment 258 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 1 – subparagraph 4
When a financial instrument deviates from the relevant benchmark referred to in paragraph 9, the investment firm shall perform additional testing and further assessments and establish whether costs and charges are nevertheless justified and proportionate. If justification and proportionality of costs and charges cannot be demonstrated, the financial instrument shall not be approved by the investment firm.deleted
2023/11/09
Committee: ECON
Amendment 296 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 4 – subparagraph 3
The pricing process, as referred to in points (a) and (b), shall include a comparison with the relevant benchmark, when available, on costs and performance published by ESMA in accordance with paragraph 9.deleted
2023/11/09
Committee: ECON
Amendment 310 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 4 – subparagraph 4
When a financial instrument, together with costs of services incurred by the client in order to purchase that instrument, deviates from the relevant benchmark referred to in paragraph 9, the investment firm which offers or recommends a financial instrument shall perform additional testing and further assessments and establish whether costs and charges are nevertheless justified and proportionate. If justification and proportionality of costs and charges cannot be demonstrated, the financial instrument shall not be offered or recommended by the investment firm.deleted
2023/11/09
Committee: ECON
Amendment 315 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 5 – subparagraph 1
An investment firm which offers or recommends financial instruments falling under the definition of packaged retail products in accordance with Article 4(1) of Regulation (EU) No 1286/2014 shall report to its home competent authorities details of the costs of distribution, including any costs related to the provision of advice or any connected third-party payments.
2023/11/09
Committee: ECON
Amendment 319 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
6. An investment firm which offers or recommends financial instruments falling under the definition of packaged retail products in accordance with Article 4(1) of Regulation (EU) No 1286/2014, manufactured by a manufacturer that is not subject to the reporting obligation laid down in paragraph 2 or any other equivalent reporting obligation, shall report to their home competent authorities the following: (a) financial instrument destined for retail investors, including any distribution costs that are incorporated into costs of financial instrument, including third- party payments; (b) financial instrument, in particular its performance and the level of risk. The competent authorities shall transmit such data without undue delay to ESMA.deleted details of costs and charges of any data on the characteristics of the
2023/11/09
Committee: ECON
Amendment 337 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 7 – point a
(a) where relevant, the results of the comparison of the financial instrument to the relevant benchmark;deleted
2023/11/09
Committee: ECON
Amendment 341 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 7 – point b
(b) where applicable, the reasons justifying a deviation from the benchmarkdeleted
2023/11/09
Committee: ECON
Amendment 349 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 9
9. After having consulted EIOPA and the competent authorities, ESMA shall, where appropriate, develop and make publicly available common benchmarks for financial instruments that present similar levels of performance, risk, strategy, objectives, or other characteristics, to help investment firms to perform the comparative assessment of the cost and performance of financial instruments, falling under the definition of packaged retail investment products, both at the manufacturing and distribution stages. The benchmarks shall display a range of costs and performance, in order to facilitate identification of financial instruments whose costs and performance depart significantly from the average. The costs used for the development of benchmarks for investment firms manufacturing financial instruments shall, in addition to the total product cost, allow comparison to individual cost components. The costs used for the development of benchmarks for distributors shall, in addition to the total cost of the product, refer to the distribution cost. ESMA shall regularly update the benchmarks.deleted
2023/11/09
Committee: ECON
Amendment 364 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 11
11. The Commission is empowered to supplement this Directive by adopting delegated acts in accordance with Article 89 to specify the following: (a) develop benchmarks referred to in paragraph 9; (b) costs and charges are justified and proportionate;deleted the methodology used by ESMA to the criteria to determine whether
2023/11/09
Committee: ECON
Amendment 381 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 12 – subparagraph 1 – introductory part
ESMA, after having consulted EIOPA and the competent authorities and taking into consideration the methodology referred to in paragraph 11, point (a), shall develop draft regulatory technical standards specifying the following:
2023/11/09
Committee: ECON
Amendment 385 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 12 – subparagraph 1 – point a
(a) the content and type of data and details of costs and charges to be reported to the competent authorities in accordance with paragraph 2, 5 and 65, based on disclosure and reporting obligations, unless additional data is exceptionally necessary;
2023/11/09
Committee: ECON
Amendment 389 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 12 – subparagraph 1 – point b
(b) the data standards and formats, methods and arrangements, frequency and starting date for the information to be reported in accordance with paragraph 2, 5 and 65.
2023/11/09
Committee: ECON
Amendment 397 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 9
Directive 2014/65/EU
Article 16–a – paragraph 12 – subparagraph 2
ESMA shall submit those draft regulatory technical standards to the Commission by [18 months] after adoption of the delegated act referred to in paragraph 11the date of entry into force of this Directive.
2023/11/09
Committee: ECON
Amendment 412 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 12 – point b
Directive 2014/65/EU
Article 24 – paragraph 1 a – point a
(a) to provide advice on the basis of an assessment of an appropriate range of financial instruments;, taking into account customers’ needs and objectives:
2023/11/09
Committee: ECON
Amendment 416 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 12 – point b
(b) to recommend the most cost- efficient financial instruments among financial instruments identified as suitable to the client pursuant to Article 25(2) and offering similar features;
2023/11/09
Committee: ECON
Amendment 527 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13
Directive 2014/65/EU
Article 24a – paragraph 8
8. Three years after the date of entry into force of Directive (EU) [OP Please introduce the number of the amending Directive] and after having consulted ESMA and EIOPA, the Commission shall assess the effects of third-party payments on retail investors, in particular in view of potential conflicts of interest and as regards the availability of independent advice, and shall evaluate the impact of the relevant provisions of Directive (EU) [OP Please introduce the number of the amending Directive] on retail investors. If necessary to prevent consumer detriment, the Commission shall propose legislative amendments to the European Parliament and the Council.deleted
2023/11/09
Committee: ECON
Amendment 562 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13
Directive 2014/65/EU
Article 24b – paragraph 1 – subparagraph 6
Investment firms providing investment services to professional clients shall have the right to agree to a limited application of the detailed requirements set out in this paragraph, with such clients. Investment firms shall not be allowed to agree such limitations when the services of investment advice or portfolio managemThe requirements laid down in this paragraph shall not apply to services provided to professional clients are provided or when, irrespective of thend eligible counterparties, except for investment seradvice provided, the financial instruments concerned embed a derivativeand portfolio management.
2023/11/09
Committee: ECON
Amendment 565 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13
Directive 2014/65/EU
Article 24b – paragraph 1 – subparagraph 7
Investment firms providing investment services to eligible counterparties shall have the right to agree to a limited application of the detailed requirements set out in this paragraph, except when, irrespective of the investment service provided, the financial instruments concerned embed a derivative and the eligible counterparty intends to offer them to its clients.deleted
2023/11/09
Committee: ECON
Amendment 602 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13
Directive 2014/65/EU
Article 24c – paragraph 2 – subparagraph 2
All mMarketing communications shall present in a prominent and concise way, the essential characteristics of the financial instruments or the investment services and related ancillary services to which they refer, taking into account the nature and characteristics of the media used.
2023/11/09
Committee: ECON
Amendment 606 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13
Directive 2014/65/EU
Article 24c – paragraph 2 – subparagraph 3
The presentation of the essential characteristics of the financial instruments and services included in the marketing communications provided or made accessible to retail or potential retail clients, shall ensure that they can easily understand the key features of the financial instruments or services as well as the main risks associated with them, taking into account the nature and characteristics of the media used.
2023/11/09
Committee: ECON
Amendment 624 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 13
Directive 2014/65/EU
Article 24c – paragraph 8 – point a
(a) the essential characteristics of financial instrument(s) or investment and ancillary service(s) to be disclosed in all marketing communications targeting retail clients or potential retail clients and any other relevant criteria to ensure that those essential characteristics appear in a prominent way and are easily accessible by an average retail client, regardless of the means of communicationtaking into account the nature and characteristics of the media used;
2023/11/09
Committee: ECON
Amendment 640 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 14 – point a
Directive 2014/65/EU
Article 25 – paragraph 2 – subparagraph 1
Subject to the second subparagraph, when providing investment advice or portfolio management services, the investment firm shall obtain the necessary information regarding the client or potential client’s knowledge and experience in the investment field relevant to the specific type of product or service, that client’s financial situation, including the composition of any existing portfoliosfinancial activities belonging to the same portfolio for which the investment firm is carrying out the assessment of suitability in accordance with the agreement made with the client, its ability to bear full or partial losses, investment needs and objectives including sustainability preferences, if any, and risk tolerance, so as to enable the investment firm to recommend to the client or potential client the investment services or financial instruments that are suitable for that person, and, in particular, are in accordance with its risk tolerance, ability to bear losses and need for portfolio diversification.
2023/11/09
Committee: ECON
Amendment 669 #

2023/0167(COD)

Proposal for a directive
Article 1 – paragraph 1 – point 16
Directive 2014/65/EU
Article 35 a – paragraph 1 – subparagraph 1 – introductory part
Member States shall require that investment firms and credit institutions providing investment services or activities report the following information annually to the competent authority of its home Member State when they provide investment services to more than 150 retail clients on a cross-border basis:
2023/11/09
Committee: ECON
Amendment 743 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 1 – subparagraph 2 – point f
(f) in relation to insurance-based investment products, a clear identification and quantification of all costs and charges related to the product and an assessment of whether these costs and charges are justified and proportionate, having regard to the characteristics, objectives, strategy and performance of the product, as well as the guarantees and insurance coverage of biometric and other risks, and any other related service (pricing process);
2023/11/09
Committee: ECON
Amendment 746 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 1 – subparagraph 3
The pricing process referred to in point (c) shall include, where available, a comparison with the relevant benchmark on costs and performance published by EIOPA in accordance with paragraph 8.deleted
2023/11/09
Committee: ECON
Amendment 756 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 2
2. When an insurance-based investment product which deviates from the relevant benchmark referred to in paragraph 8, the manufacturer shall perform additional testing and further assessments and establish whether costs and charges are nevertheless justified and proportionate. If justification and proportionality of costs and charges cannot be demonstrated, the insurance- based investment product shall not be approved by the manufacturer. Where no relevant benchmark exists for an insurance-based investment product, a manufacturer shall approve the product only if it has established through product testing and assessments that the costs and charges are justified and proportionate and that the product meets the target market’s objectives and needs.deleted
2023/11/09
Committee: ECON
Amendment 783 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 5 – subparagraph 3
The pricing process referred to in point (c) shall include, where available, a comparison with the relevant benchmark on costs and performance published by EIOPA in accordance with paragraph 8.deleted
2023/11/09
Committee: ECON
Amendment 792 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 6
6. When an insurance-based investment product deviates from the relevant benchmark referred to in paragraph 8, the insurance intermediary or insurance undertaking distributing insurance-based investment products shall perform additional testing and further assessments and establish whether costs and charges are nevertheless justified and proportionate. If justification and proportionality of costs and charges cannot be demonstrated, the insurance intermediary or insurance undertaking shall not advise on or propose the insurance-based investment product to retail customers. Where no relevant benchmark exists for an insurance-based investment product, distributors shall only advise on or propose the product, if they have established through product testing and assessments that the costs and charges are justified and proportionate and that the product meets the target market’s objectives and needs.deleted
2023/11/09
Committee: ECON
Amendment 814 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 8 – subparagraph 1
EIOPA, after having consulted ESMA and the competent authorities, shall, where appropriate, develop and make publicly available common benchmarks for insurance-based investment products that present similar levels of performance, risk, strategy, objectives, or other characteristics to help insurance undertakings and insurance intermediaries manufacturing or distributing insurance-based investment products to perform the comparative assessment of the cost and performance of insurance-based investment products.deleted
2023/11/09
Committee: ECON
Amendment 818 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 8 – subparagraph 2
The benchmarks shall display a range of costs and performance, in order to facilitate the identification of insurance- based investment products whose costs and performance depart significantly from the average.deleted
2023/11/09
Committee: ECON
Amendment 820 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 8 – subparagraph 2
The benchmark indicators shall display a range of costs and, performance and main insurance characteristics, in order to facilitate the identification of insurance- based investment products whose costs and, performance and main insurance characteristics depart significantly from the average.
2023/11/09
Committee: ECON
Amendment 824 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 8 – subparagraph 3
The costs used for the development of benchmarks shall, in addition to the total product cost, indicators shall also include all costs of distribution, inclusive inducements. They shall, and allow comparison with individual cost components.
2023/11/09
Committee: ECON
Amendment 827 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 8 – subparagraph 4
EIOPA shall regularly update those benchmarks.deleted
2023/11/09
Committee: ECON
Amendment 833 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 16
Directive (EU) 2016/97
Article 25 – paragraph 9
9. The Commission shall be empowered to supplement this Directive by adopting delegated acts in accordance with Article 38 to further specify the principles set out in this Article, including, with regard to insurance-based investment products, (a) the methodology to be used by EIOPA to develop the benchmarks referred to in paragraph 8; (b) the criteria to determine whether costs and charges are justified and proportionate; Those delegated acts shall take into account in a proportionate way the activities performed, the nature of the insurance products sold and the nature of the distributor.
2023/11/09
Committee: ECON
Amendment 864 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 18
Directive (EU) 2016/97
Article 26 a – paragraph 7 – subparagraph 2
Such records shall be kept for a period of five years and, where requested by the competent authority, for a period of up to semaximum fiven years. Those records shall be retrievable by the insurance undertaking or insurance distributor upon request by the competent authority.
2023/11/09
Committee: ECON
Amendment 871 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 20
Without prejudice to Article 18 and Article 19(1) and (2), Member States shall ensure that insurance intermediaries and insurance undertakings distributing insurance-based investment products provide customers in good time before the customers are bound by an insurance contract or offer, with appropriate information in personalised form about the insurance-based investment products proposed to those customers. That information shall contain all of the following:
2023/11/09
Committee: ECON
Amendment 880 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 20
Directive (EU) 2016/97
Article 29 – paragraph 1 – point a – subpoint v
(v) how the recommended insurance- based investment products take into account the diversification of the customer’s portfolio; where the customer has provided the relevant information;
2023/11/09
Committee: ECON
Amendment 916 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 20
Directive (EU) 2016/97
Article 29 – paragraph 3 – point f
(f) adjusted individual projections of the expected outcome at the end of the contractual or recommended holding period, based on the current value of the investment and its performance development so far and linked to the pre- contractual performance scenarios in the key information document provided for in Regulation No 1286/2014, and a disclaimer that those projections may differ from the actual final value of the investment;deleted
2023/11/09
Committee: ECON
Amendment 971 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 21
Directive 2016/97/EU
Article 29 a – paragraph 6
6. ThreFive years after the date of entry into force of Directive (EU) [OP Please introduce the number of the amending Directive] and after having consulted ESMA and EIOPA, the Commission shall assess the effects of third-party payments on retail investors, in particular in view of potential conflicts of interest and as regards the availability of independent advice, and shall evaluate the impact of the relevant provisionoverall effects of Directive (EU) [OP Please introduce the number of the amending Directive] on retail investors. If necessary to prevent consumer detriment, the Commission shall propose legislative amendments to the European Parliament and the Council.
2023/11/09
Committee: ECON
Amendment 986 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 21
Directive (EU) 2016/97
Article 29 b – paragraph 1 – point a
(a) to provide such advice on the basis of an assessment of an appropriate range of insurance-based investment products and, where applicable, underlying investment assetoptions;
2023/11/09
Committee: ECON
Amendment 992 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 21
Directive (EU) 2016/97
Article 29 b – paragraph 1 – point b
(b) to recommend the most cost- efficient insurance-based investment product and, where applicable, underlying investment assets among the insurance- based investment products identified as suitable for the customer pursuant to Article 30(1) and offering similar features; options identified as appropriate pursuant to Article 30(1) and offering similar features among insurance investment products that meet the customer’s requirements and needs, including with regard to costs and services offered;
2023/11/09
Committee: ECON
Amendment 1020 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 22 – point b
Directive (EU) 2016/97
Article 30 – paragraph 1 – subparagraph 1
Without prejudice to Article 20(1), when providing advice on insurance-based investment products, the insurance intermediary or insurance undertaking shall obtain the information regarding the customer’s knowledge and experience in the investment field relevant to the specific type of insurance-based investment product or, where applicable, underlying investment assetoptions, offered or demanded that customer’s financial situation, including and, if provided by the customer, the composition of any existing portfolios, its ability to bear full or partial losses, investment needs and objectives, including any sustainability preferences, and risk tolerance, so as to enable the insurance intermediary or the insurance undertaking to recommend to the customer the insurance-based investment products that are suitable for that person and that, in particular, are in accordance with its risk tolerance, ability to bear losses and, where the customer has provided the relevant information, need for portfolio diversification.
2023/11/09
Committee: ECON
Amendment 1030 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 22 – point b
Directive (EU) 2016/97
Article 30 – paragraph 1 – subparagraph 2
When providing advice on an independent basis to retail customers restricted to well- diversified, non-complex, and cost- efficient insurance-based investment products, the insurance intermediary or insurance undertaking shall be under no obligation to obtain information on the customer’s knowledge and experience about the considered insurance-based investment products or on the customer’s portfolio composition.
2023/11/09
Committee: ECON
Amendment 1038 #

2023/0167(COD)

Proposal for a directive
Article 2 – paragraph 1 – point 22 – point b
Directive (EU) 2016/97
Article 30 – paragraph 1 – subparagraph 3
When providing advice that involves switching between underlying investment assetoptions, insurance intermediaries and insurance undertakings shall obtain the necessary information on the customer’s existing underlying investment assetoptions and the recommended new investment assetoptions and shall analyse the expected costs and benefits of the switch, so that they are reasonably able to demonstrate that the benefits of switching are expected to be greater than the costs.
2023/11/09
Committee: ECON
Amendment 1076 #

2023/0167(COD)

Proposal for a directive
Article 4 – paragraph 1 – point 1 – point a
Directive 2009/65/EC
Article 14 – paragraph 1 e – subparagraph 1
Member States shall require management companies to assess at least annually the conditions mentioned in paragraph 1b, point (b). The assessment shall take into account the criteria set out in the pricing process and include a comparison with the relevant benchmark on costs and performance published by ESMA in accordance with paragraph 1f.
2023/11/09
Committee: ECON
Amendment 1084 #

2023/0167(COD)

Proposal for a directive
Article 4 – paragraph 1 – point 1 – point a
Directive 2009/65/EC
Article 14 – paragraph 1 f
1f. After consulting EIOPA and competent authorities, ESMA shall, where appropriate, develop and make publicly available benchmarks to enable the comparative assessment of costs and performance of UCITS, or their share classes where they have different cost structures, to be used for the assessment set out in paragraph 1e. Common benchmarks shall be developed, where it is feasible to do so, for UCITS, or their share classes where they have different cost structures, marketed to retail investors that present similar levels of performance, risk, strategy, objectives, or other characteristics. These benchmarks shall display a range of costs and performance, especially cases where costs and performance depart significantly from the average. The benchmarks shall be updated on a regular basis.’;deleted
2023/11/09
Committee: ECON
Amendment 1095 #

2023/0167(COD)

Proposal for a directive
Article 4 – paragraph 1 – point 1 – point b – point iii
Directive 2009/65/EC
Article 14 – paragraph 2 – point e
(e) provide for criteria to determine whether costs are justified and proportionate in accordance with paragraph 1b, point (b) and for taking corrective measures mentioned in paragraph 1e and specify the methodology used by ESMA to develop its benchmarks.’;deleted
2023/11/09
Committee: ECON
Amendment 1153 #

2023/0167(COD)

Proposal for a directive
Article 6 – paragraph 2
2. They shall apply those provisions from … [OP please insert the date = 18 months after the date of entry into force of this Directive]18 months after the publication of all Level 2 and Level 3 measures.
2023/11/09
Committee: ECON
Amendment 29 #

2023/0166(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 1 – point b
Regulation (EU) No 1286/2014
Article 2 – paragraph 2 – point h
pension products, including immediate annuities without a redemption phase, which, under national law, are recognised as having the primary purpose of providing the investor with an income in retirement and which entitle the investor to certain benefits;’immediate annuities;
2023/11/07
Committee: ECON
Amendment 47 #

2023/0166(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 4
Regulation (EU) No 1286/2014
Article 6 – paragraph 3 – point a
(a) PRIIPs manufacturers provide investors with tools adapted to retail investors, including in tabular or graphical form, that facilitate research and comparison among the different investment options, including on costs;
2023/11/07
Committee: ECON
Amendment 60 #

2023/0166(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 5 – point a
Regulation (EU) No 1286/2014
Article 8 – paragraph 3 – point a a
(a) in paragraph 3, point (aa) is added: ‘(aa) under a section titled ‘Product at a glance’ a dashboard with summarised information about all of the following: (i) the type of the PRIIP, as referred to in point (c)(i); (ii) the summary risk indicator referred to in point (d)(i); (iii) the total costs of the PRIIP; (iv) the recommended holding period referred to in point (g)(ii); (v) whether the PRIIP offers the insurance benefits referred to in point (c) (iv);’;deleted
2023/11/07
Committee: ECON
Amendment 69 #

2023/0166(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 5 – point a
Regulation (EU) No 1286/2014
Article 8 – paragraph 3 – point aa – point v a
(va) whether or not the PRIIP offers financial guarantees.
2023/11/07
Committee: ECON
Amendment 83 #

2023/0166(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 5 – point d
Regulation (EU) No 1286/2014
Article 8 – paragraph 3 – point g a
(d) the following point (ga) is inserted: ‘(ga) for PRIIPs on which financial market participants are to disclose pre- contractual information pursuant to Regulation (EU) 2019/2088 of the European Parliament and of the Council** and Commission Delegated Regulation 2022/1288***, under a section titled ‘How environmentally sustainable is this product?’, the following information: (i) the minimum proportion of the investment of the PRIIP that is associated with economic activities that qualify as environmentally sustainable in accordance with Articles 5 and 6 of Regulation (EU) 2020/852 of the European Parliament and of the Council****; (ii) the expected greenhouse gas emissions intensity associated with the PRIIP pursuant to Delegated Regulation 2022/1288;’;deleted
2023/11/07
Committee: ECON
Amendment 108 #

2023/0166(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 7
Regulation (EU) No 1286/2014
Article 14 – paragraph 2
(2) The electronic format of the key information document may be provided by means of an interactive tool that enables the retail investor to generate personalised key information based on the information in the key information document or the information underlying it. That tool shall respect the following conditions: (a) not alter the understanding of the key information document; (b) all key information shall be presented; (c) shall be easily accessible through a link next to the interactive tool, and the link shall be accompanied by the following message ‘It is recommended to download and store the key information document’; (d) the interactive tool shall allow investors to simulate costs over the recommended holding period.deleted the interactive tool, or its use, shall the key information document
2023/11/07
Committee: ECON
Amendment 113 #

2023/0166(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 7
Regulation (EU) No 1286/2014
Article 14 – paragraph 3
(3) The ESAs shall develop draft regulatory technical standards specifying the modalities for personalising the information as referred to in paragraph 2, the first subparagraph, and the conditions for adapting the formatting of the information, as referred to in paragraph 2, the second subparagraph. In addition to the modalities referred to in the first subparagraph, the regulatory technical standards shall include the conditions for personalising the key investor information in the following manners: (a) the information to allow investors to simulate costs over a holding period that is different from the recommended holding period; (b) the information to allow investors to compare different PRIIPs; (c) the information to make it accessible to persons with disabilities.deleted the conditions for personalising the conditions for personalising the conditions for personalising
2023/11/07
Committee: ECON
Amendment 122 #

2023/0166(COD)

Proposal for a regulation
Article 2 – paragraph 1
This Regulation shall enter into force on the twentieth day following that of its publication in the Official Journal of the European Union. It shall apply from [PO please insert the date = 1824 months after the date of entry into force of this amending Regulationpublication of the delegated acts concerning the Directive of the European Parliament and of the Council amending Directives 2009/65/EC, 2009/138/EC, 2011/61/EU, 2014/65/EU and (EU) 2016/97 as regards EU rules protecting retail investors].
2023/11/07
Committee: ECON
Amendment 189 #

2023/0138(COD)

Proposal for a regulation
Recital 8
(8) Detailed rules should therefore be laid down regarding the content, submission, assessment and monitoring of the national medium-term fiscal-structural plans, in order to promote debt sustainability and sustainable and inclusive growth in the Member Stat, investments and reforms, the common priorities of the Union, and sustainable and inclusive growth in the Member States, as well as to ensure the adequacy of the Union’s fiscal policies and prevent the occurrence of excessive government deficits through medium-term planning.
2023/10/26
Committee: ECON
Amendment 209 #

2023/0138(COD)

Proposal for a regulation
Recital 12
(12) In order to simplify the Union fiscal framework and increase transparency, a single operational indicator anchored in debt sustainability should serve as a basis for setting the fiscal path and carrying out annual fiscal surveillance for each Member State. That single operational indicator should be based on nationally financed net primary expenditure, that is to say expenditure net of discretionary revenue measures and excluding interest expenditure as well as cyclical unemployment expenditure and, expenditure on Union programmes fully matched by revenue from Union funds. This indicator allows for macro-economic stabilisation as it is not affected by the operation of automatic stabilisers, including revenue and expenditure fluctuations outside the direct control of, national expenditure on co-financing of programmes funded by the Union and national expenditure on projects related to Recovery and Resilience Facility loans, both capped with a limit of 0.5% of GDP, cyclical elements of unemployment benefit expenditure and costs related to the borrowing of funds for the loans related to the National Plans in accordance with the gRecovernmenty and Resilience Facility and with Regulation (EU) 2021/241.
2023/10/26
Committee: ECON
Amendment 218 #

2023/0138(COD)

Proposal for a regulation
Recital 13
(13) To provide guidance to the Member States ininitiate the drafting of theirits national medium-term fiscal-structural plan, the Commissioneach Member State should put forward a proposal for a technical trajectory to the Commission. The trajectory should be based on the minimum fiscal adjustment that brings the debt trajectory of the Member State on a plausibly downward path or maintains debt at a prudent level. It should also ensure that the public debt ratio at the end of the planning horizon declines below its level in the year before the start of the technical trajectory. The sustainability of that debt reduction should result from appropriate fiscal policies.
2023/10/26
Committee: ECON
Amendment 223 #

2023/0138(COD)

Proposal for a regulation
Recital 13 a (new)
(13a) Following the submission of a Members State’s technical trajectory, a dialogue with the Commission should be initiated to assess compliance of its reference trajectory with the provisions of this Regulation.
2023/10/26
Committee: ECON
Amendment 226 #

2023/0138(COD)

Proposal for a regulation
Recital 14
(14) The technical trajectory put forward by the Commission should also ensure that the government deficit is brought and maintained below the 3% of gross domestic product (GDP) reference value.deleted
2023/10/26
Committee: ECON
Amendment 233 #

2023/0138(COD)

Proposal for a regulation
Recital 15
(15) In order to assess whether further adjustments are required towards the end of the four-year implementation period of the national medium-term fiscal-structural plan, the Commission and the Member State should reassess the situation, and the Member State should put forward a new technical trajectory if the public debt of the Member State is still above 60% of GDP reference value or its government deficit is higher than 3% of GDP reference value.
2023/10/26
Committee: ECON
Amendment 323 #

2023/0138(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point 2
(2) ‘net expenditure’ means government expenditure net of interest expenditure, discretionary revenue measures and other budgetary variables outside the control of the government as set out in Annex II, point (a), expenditure on programmes of the Union fully matched by Union funds revenue, national expenditure on co- financing of programmes funded by the Union capped with a limit of 0.25% of GDP, cyclical elements of unemployment benefit expenditure, and costs related to the borrowing of funds for the loans related to the national Recovery and Resilience Facility Plans;
2023/10/26
Committee: ECON
Amendment 334 #

2023/0138(COD)

Proposal for a regulation
Article 2 – paragraph 1 – point 3
(3) ‘technical trajectory’ means the net expenditure trajectory put forward by each Member State and subsequently negotiated with the Commission to provide guidance to Member States with public debt above the 60% of gross domestic product (GDP) reference value or government deficit above the 3% of GDP reference value when drawing up their national medium- term fiscal-structural plans;
2023/10/26
Committee: ECON
Amendment 428 #

2023/0138(COD)

Proposal for a regulation
Article 5 – paragraph 1
For each Member State having a public debt above the 60% of GDP reference value or a government deficit above the 3% of GDP reference value, the Commission shall put forward, in a report to the Economic and Financial Committee, a report on the technical trajectory for net expenditure, after the Member State concerned has submitted a proposal and after the dialogue referred to in Article 7(1a), for net expenditure covering a minimum adjustment period of 4 years of the national medium-term fiscal- structural plan, and its possible extension by a maximum of 3 years pursuant to Article 13. The Commission shall make the report public.
2023/10/26
Committee: ECON
Amendment 490 #

2023/0138(COD)

Proposal for a regulation
Article 6 – paragraph 1 – point e
(e) national net expenditure growth remains below medium-term output growth, on average, as a rule over the horizon of the plan.deleted
2023/10/26
Committee: ECON
Amendment 501 #

2023/0138(COD)

Proposal for a regulation
Article 6 – paragraph 1 – point e a (new)
(ea) the measures contained in the national medium-term fiscal-structural plan are capable of ensuring the Member State’s growth and are therefore adequate to support strategic public investment;
2023/10/26
Committee: ECON
Amendment 507 #

2023/0138(COD)

Proposal for a regulation
Article 6 – paragraph 2
The technical trajectories shall be differentiated for each Member State. The criteria for setting the technical trajectories of each Member State are set out in Annex I.
2023/10/26
Committee: ECON
Amendment 526 #

2023/0138(COD)

Proposal for a regulation
Article 7 – paragraph 1 – point c
(c) the technical trajectory, if required under Article 5, and the corresponding structural primary balance.deleted
2023/10/26
Committee: ECON
Amendment 531 #

2023/0138(COD)

Proposal for a regulation
Article 7 – paragraph 1 a (new)
1a. By [1 March] of the year referred to in paragraph 1, each Member State shall submit its proposal for a technical trajectory to the Commission. That proposal shall take into account the information referred to in paragraph 1. Following the submission of a proposal, the Commission and the Member State shall engage in a dialogue with a view to ensuring that the proposed technical trajectory complies with Articles 5 and 6. The Commission shall provide the technical trajectories to the Council and the European Parliament, including the proposed trajectories put forward by the Member States, data, assumptions and calculations underlying the trajectories in a way that allows for reproduction.
2023/10/26
Committee: ECON
Amendment 544 #

2023/0138(COD)

Proposal for a regulation
Article 7 – paragraph 3
3. The CommissionEach Member State shall update the technical trajectories and the quantitative guidance at least once every 4 years in time for the submission of the next cycle of medium-term fiscal-structural plans.
2023/10/26
Committee: ECON
Amendment 586 #

2023/0138(COD)

Proposal for a regulation
Article 9 – paragraph 1 a (new)
Prior to submission, the Member States shall discuss their draft national medium- term fiscal-structural plans with their national parliaments.
2023/10/26
Committee: ECON
Amendment 609 #

2023/0138(COD)

Proposal for a regulation
Article 11 – paragraph 1 – subparagraph 2
The national medium-term fiscal- structural plan shall also describe the actions of the Member State concerned to address the country-specific recommendations, including those that are relevant for the Macroeconomic Imbalances Procedure, and the warnings by the Commission, where applicable, or the recommendations by the Council, where applicable, made pursuant to Article 121(4) TFEU.deleted
2023/10/26
Committee: ECON
Amendment 616 #

2023/0138(COD)

Proposal for a regulation
Article 11 – paragraph 2
2. Where the national-medium-term fiscal-structural plan includes a higher net expenditure trajectory than in the technical trajectory issued by the Commission pursuant to Article 5, the Member State shall provide in its plan sound and verifiable economic arguments explaining the difference.deleted
2023/10/26
Committee: ECON
Amendment 647 #

2023/0138(COD)

Proposal for a regulation
Article 12 – paragraph 1 – point b
(b) explain how it will ensure the delivery of investment and reforms responding to the main challenges identified within the European Semester, in the country-specific recommendations, correct the identified macroeconomic imbalances under the Macroeconomic Imbalances Procedure if applicable, and address the common priorities of the Union referred to in Annex VI of this Regulation, including the European Green Deal, European Pillar of Social Rights and the Digital Decade while being consistent with the updated National Energy and Climate Plans and the National Digital Decade Roadmaps;
2023/10/26
Committee: ECON
Amendment 693 #

2023/0138(COD)

Proposal for a regulation
Article 13 – paragraph 2 – subparagraph 1
The set of reform and investment commitments underpinning an extension of the adjustment period, shall be commensurate with the degree of public debt challenges and challenges to medium-term growth in the Member State concerned.deleted
2023/10/26
Committee: ECON
Amendment 750 #

2023/0138(COD)

Proposal for a regulation
Article 13 – paragraph 4
4. During the lifetime of the Recovery and Resilience Facility, in accordance with Regulation (EU) 2021/241, commitments included in the approved Recovery and Resilience Plan of the Member State concerned can be taken into accoushall be considered sufficient for an extension of the adjustment period.
2023/10/26
Committee: ECON
Amendment 779 #

2023/0138(COD)

Proposal for a regulation
Article 14 – paragraph 2
2. Prior to the submission of the revised national medium-term fiscal- structural plan, the Commission shall put forward, in a report to the Economic and Financial Committee, athe new technical trajectory as agreed with the Member State.
2023/10/26
Committee: ECON
Amendment 812 #

2023/0138(COD)

Proposal for a regulation
Article 15 – paragraph 2 – point a
(a) whether the national medium-term fiscal-structural plan ensurprovides that public debt is put or kept on a plausibly downward path by the end of the adjustment period at the latest, or stays at prudent levels;
2023/10/26
Committee: ECON
Amendment 831 #

2023/0138(COD)

Proposal for a regulation
Article 15 – paragraph 2 – point e
(e) whether for the years that the Member State concerned is expected to have a deficit above the 3% of GDP reference value, and the excess is not close and temporary, the fiscal adjustment is consistent with the benchmark referred to under Article 3 of Council Regulation (EC) No 1467/97 on speeding up and clarifying the implementation of the excessive deficit procedure as amended by Regulation [X]; andeleted
2023/10/26
Committee: ECON
Amendment 897 #

2023/0138(COD)

Proposal for a regulation
Article 18 – paragraph 1 – introductory part
The Council shall, on a recommendation from the Commission, recommend to the Member State concerned that the technical trajectory issued by the Commission pursuant to Article 5 be the net expenditure path of the Member State where:
2023/10/26
Committee: ECON
Amendment 1073 #

2023/0138(COD)

Proposal for a regulation
Annex I
Criteria for setting the technical trajectory for Member States having a public debt above 60% of GDP reference value or government deficit above 3% of GDP reference value For Member States having public debt above the 60% of GDP reference value or government deficit above the 3% of GDP reference value, the technical trajectory shall ensure that: (a) by the end of the adjustment period, at the latest, the 10-year debt trajectory in the absence of further budgetary measures is on a plausibly downward path or stays at prudent levels; (b) the government deficit is brought and maintained below the 3% of GDP reference value in the absence of further budgetary measures over the same 10- year period; (c) for the years that the Member State concerned is expected to have a deficit above the 3% of GDP reference value, and the excess is not close and temporary, the technical trajectory is also consistent with the benchmark referred to under Article 3 of Council Regulation (EC) No 1467/97 on speeding up and clarifying the implementation of the excessive deficit procedure as amended by Regulation [X]; (d) the adjustment effort is not postponed towards the final years of the adjustment period, that is to say the fiscal adjustment effort over the period of the national medium-term fiscal-structural plan is at least proportional to the total effort over the entire adjustment period; (e) the public debt ratio at the end of the planning horizon is below the public debt ratio in the year before the start of the technical trajectory; and (f) national net expenditure growth remains below medium-term output growth, on average, as a rule over the horizon of the plan.deleted
2023/10/26
Committee: ECON
Amendment 10 #

2023/0081(COD)

Proposal for a regulation
Recital 15
(15) By defining CO2 storage sites that contribute to the Union’s 2030 target as net-zero strategic projects, the development of CO2 storage sites can be accelerated and facilitated, and the increasing industrial demand for storage sites can be channelled towards the most-cost-effective storage sites. An increasing volume of depleting gas and oil fields that could be converted in safe CO2 storage sites are at the end of their useful production lifetime. In addition, the oil and gas industry has affirmed its determination to embark on an energy transition and possesses the assets, skills and knowledge needed to explore and develop additional storage sites. To reach the Union’s target of 50 million tonnes of annual operational CO2 injection capacity by 2030, the sector na value-chain approach should be fostered by actions taken both at EU and national level in order for licenseeds to pool its contributions to ensure that carbon capture and storage as a climate solution is available ahead of demandof oil and gas production in the EU to take the measures within their power to undertake the necessary investments in carbon capture and storage and in order to develop a viable business model for the entire carbon dioxide value chain. In order to ensure a timely, Union-wide and cost- effective development of CO2 storage sites in line with the EU objective for injection capacity, licensees of oil and gas production in the EU should contribute to this target pro rata of their oil and gas manufacturing capacity, while providing flexibilities to cooperate and take into account other contributions of third parties.
2023/06/08
Committee: REGI
Amendment 21 #

2023/0081(COD)

Proposal for a regulation
Recital 45
(45) Member States can provide support from cohesion policy programmes in line with applicable rules under Regulation (EU) 2021/1060 of the European Parliament and of the Council57 to encourage the take up of net-zero strategic projects in less developed and transition regions through investment packages of infrastructure, productive investment in innovation, manufacturing capacity in SMEs, services, training and upskilling measure, including support to capacity building of the public authorities and promoters. The applicable co-financing rates set in programmes may be up to 8590% for less developed regions and up to 60% or 7075% for transition regions depending on the fund concerned and the status of the region but Member States may exceed these ceilings at the level of the project concerned, where feasible under State aid rules. The Technical Support Instrument can help Member States and regions in preparing net-zero growth strategies, improve the business environment, reducing red tape and accelerating permitting. Member States should be encouraged to promote the sustainability of net-zero strategic projects by embedding these investments in European value chains, building notably on interregional and cross border cooperation networks. _________________ 57 Regulation (EU) 2021/1060 of the European Parliament and of the Council of 24 June 2021 laying down common provisions on the European Regional Development Fund, the European Social Fund Plus, the Cohesion Fund, the Just Transition Fund and the European Maritime, Fisheries and Aquaculture Fund and financial rules for those and for the Asylum, Migration and Integration Fund, the Internal Security Fund and the Instrument for Financial Support for Border Management and Visa Policy (OJ L 231, 30.6.2021, p. 159).
2023/06/08
Committee: REGI
Amendment 64 #

2023/0081(COD)

Proposal for a regulation
Article 10 – paragraph 2 – introductory part
2. Member States shall recognise as net-zero strategic projects CO2 capture projects, and CO2 infrastructure projects necessary for the transport of captured CO2 to CO2 storage sites, and CO2 storage projects that meet the following cumulative criteria:
2023/06/08
Committee: REGI
Amendment 67 #

2023/0081(COD)

Proposal for a regulation
Article 10 – paragraph 2 a (new)
2a. the CO2 capture project and the CO2 infrastructure projects necessary to transport the captured CO2 to CO2 storage sites relevant for the rollout of the plans referred to in Article 18 (4)
2023/06/08
Committee: REGI
Amendment 86 #

2023/0081(COD)

Proposal for a regulation
Article 14 – paragraph 2 a (new)
2a. 3. In order to accelerate implementation of projects to meet the EU objective set by Article 16, it shall be possible for Member States to cooperate on joint carbon dioxide storage projects under the mechanisms foreseen by Article 16.3 of this Regulation
2023/06/08
Committee: REGI
Amendment 87 #

2023/0081(COD)

Proposal for a regulation
Article 15 – paragraph 1
1. The Net-Zero Europe Platform as established in Article 28 shall discuss financial needs and bottlenecks of net-zero strategic projecttechnologies, potential best practices, in particular to develop EU cross-border supply chains, notably based on regular exchanges with the relevant industrial alliances. .
2023/06/08
Committee: REGI
Amendment 88 #

2023/0081(COD)

Proposal for a regulation
Article 15 – paragraph 2 – introductory part
2. The Net-Zero Europe Platform shall, at the request of the net-zero strategic project promoter, discuss and advise on how the financing of its project can be completed, taking into account the funding already secured and considering at least the following elements:
2023/06/08
Committee: REGI
Amendment 91 #

2023/0081(COD)

Proposal for a regulation
Article 15 – paragraph 2 – point d a (new)
(da) The Net-Zero Europe Platform shall propose the creation of an additional funding instrument at European Union level. This instrument shall provide an ambitious and accelerated financial support for large-scale net-zero technologies projects, both in terms of capital and operational expenditure for the entire supply chains, to create a competitive and attractive environment in the European Union and conditions of fair competition with third countries
2023/06/08
Committee: REGI
Amendment 93 #

2023/0081(COD)

Proposal for a regulation
Article 16 – paragraph 1 a (new)
The Commission shall assess reports referred to in Article 18 (4) and submitted by entities referred to in Article 18 (1) by 31 January 2025 and shall adjust the target date of 2030 if necessary, with the aim of reflecting objective commercial, financial, technical, legal, and environmental limitations outside the control of the entities
2023/06/08
Committee: REGI
Amendment 94 #

2023/0081(COD)

Proposal for a regulation
Article 17 – paragraph 1 – introductory part
1. By 36 months from the entry into force of this Regulation, Member States shall:
2023/06/08
Committee: REGI
Amendment 96 #

2023/0081(COD)

Proposal for a regulation
Article 17 – paragraph 1 – point a
(a) make publicly available data on areas where CO2 storage sites can be permitted on their territory, including saline acquifers .
2023/06/08
Committee: REGI
Amendment 97 #

2023/0081(COD)

Proposal for a regulation
Article 17 – paragraph 1 – point b
(b) oblige entities holding an authorisation as defined inCall for holders of an authorisation in accordance with Article 1, point 3), of Directive 94/22/EC of the European Parliament and of the Council 71 on their territory to make publicly available to the public all geological data relating to production sites that have been decommissioned or whose decommissioning has been notified to the competent authority. _________________ 71 Directive 94/22/EC of the European Parliament and of the Council of 30 May 1994 on the conditions for granting and using authorizations for the prospection, exploration and production of hydrocarbons (OJ L 164, 30.6.1994, p. 3).Authority competent
2023/06/08
Committee: REGI
Amendment 98 #

2023/0081(COD)

Proposal for a regulation
Article 17 – paragraph 1 – point c
(c) Ffor the purposes of point (a), the data shall include at least thedisclosure of the data referred to point a) will refer to information requested in the Commission Notice on the GuidanceCommunication on guidelines to Member States for the updateing of the 2021-2030 National Energy and Climate Plans 2021 - 2030.
2023/06/08
Committee: REGI
Amendment 99 #

2023/0081(COD)

Proposal for a regulation
Article 17 – paragraph 2 – introductory part
2. By sixnine months from the entry into force of this Regulation and each year thereafter, each Member State shall submit to the Commission a report describing:
2023/06/08
Committee: REGI
Amendment 100 #

2023/0081(COD)

Proposal for a regulation
Article 17 – paragraph 2 – point c
(c) Member States are invited to indicate the national support measures that could be adoptetaken to promote CO2 capture and sto prompt projects referred to in points (a) and (b)rage projects. However, such reporting is optional, and Member States may only provide information on specific measures if they are considered relevant to the national situation in the annual reports.
2023/06/08
Committee: REGI
Amendment 119 #

2023/0081(COD)

Proposal for a regulation
Article 28 – paragraph 4 – introductory part
4. The Commission and Member States may coordinate within the Platform on the Net-Zero Industrial Partnerships and also with relevant third countries to help promote the adoption of net-zero technologies globally, to collaborate in the development of innovative technologies as defined under this act and to support the role of Union industrial capabilities in paving the way for the global clean energy transition, in line with the overall objectives of this Regulation stemming from Article 1 of this Regulation. The Platform may periodically discuss: (a)how to improve cooperation along the net-zero value chain between the Union and third countries; (b)how to address non-tariff barriers to trade, such as through mutual recognition of conformity assessment or commitments to avoid export restrictions; (c)which third countries should be prioritised for the conclusion of Net- Zero Industrial Partnerships, taking into account the following: i)the potential contribution to security of supply, taking into account their manufacturing capacity of net-zero and innovative technologies ; ii)whether there are existing cooperation agreements between a third country and the Union.
2023/06/08
Committee: REGI
Amendment 120 #

2023/0081(COD)

Proposal for a regulation
Article 28 – paragraph 4 – introductory part
4. The Commission and Member States may coordinate within the Platform on the Net-Zero Industrial Partnerships and also with relevant third countries to help promote the adoption of net-zero technologies globally to collaborate in the development of innovative technologies as defined under this act and to support the role of Union industrial capabilities in paving the way for the global clean energy transition, in line with the overall objectives of this Regulation stemming from Article 1 of this Regulation. The Platform may periodically discuss:
2023/06/08
Committee: REGI
Amendment 124 #

2023/0081(COD)

Proposal for a regulation
Article 28 – paragraph 5
5. Member Sstates shall supportand the Commission insupport the implementation of the cooperation measures set out in the Net- Zero Industrial Partnership. Net- Zero Industrial Partnerships will have the objective of facilitating trade among participants, including by favouring necessary investments within the Union and in third countries, enhancing resilience and sustainability of the supportive value chains promoting industrial application of high-tech strategic options, and guaranteeing a level playing field.
2023/06/08
Committee: REGI
Amendment 1 #

2022/2188(INI)

Draft opinion
Recital A a (new)
Aa. whereas the EU-UK Trade and Cooperation Agreement establishes preferential arrangements in areas such as trade in goods and services, intellectual property, digital trade, road transport and aviation, public procurement, energy, social security coordination, law enforcement and judicial cooperation in criminal matters, fisheries, competition, mobility, investment, thematic cooperation and participation in Union programmes;
2023/06/06
Committee: REGI
Amendment 2 #

2022/2188(INI)

Draft opinion
Recital A b (new)
Ab. whereas the Windsor Agreement covers a wide range of areas, such as customs, agri-food, medicines, state aid, VAT and excise duties;
2023/06/06
Committee: REGI
Amendment 6 #

2022/2188(INI)

Draft opinion
Recital C a (new)
Ca.. whereas on 27 February 2023, the European Commission and the UK Government reached political agreement on the Windsor Framework, which includes a comprehensive set of common solutions aimed at definitively addressing the practical challenges faced by Northern Ireland's citizens and businesses, as well as a commitment to preserve the Good Friday Agreement in all its parts;
2023/06/06
Committee: REGI
Amendment 8 #

2022/2188(INI)

Draft opinion
Paragraph 1
1. Points out that the TCA, despite its lack of a regional dimension, provides a general framework for the UK’s participation in EU programmes, including Horizon Europe programme;; reiterates its call1to explore possibilities for the participation of parts of the UK in EU cohesion policy programmes; _________________ 1 European Parliament legislative resolution of 28 April 2021 on the draft Council decision on the conclusion, on behalf of the Union, of the Trade and Cooperation Agreement, Texts adopted P9_TA(2021)0140.
2023/06/06
Committee: REGI
Amendment 10 #

2022/2188(INI)

Draft opinion
Recital K a (new)
Ka. whereas on 17 May 2023 the Commission adopted a draft Memorandum of Understanding establishing a framework for structured financial services regulatory cooperation with the United Kingdom, and whereas the Memorandum will be submitted to the Council for final political endorsement before it can be signed by the Commission on behalf of the EU;
2023/06/12
Committee: ECON
Amendment 13 #

2022/2188(INI)

Draft opinion
Recital K b (new)
Kb. whereas the Memorandum of Understanding makes it clear that the European Union and the United Kingdom have a shared objective of preserving financial stability, market integrity and investor and consumer protection;
2023/06/12
Committee: ECON
Amendment 14 #

2022/2188(INI)

Draft opinion
Paragraph 2
2. Believes that there is untapped potential for EU-UK subnational cooperation in areas of mutual interest, such as immigration, mobility – including of military personnel and assets, the sustainable management of the North Sea, the Channel and the Irish Sea, and climate action; supports dialogue and strategic cooperation between the EU and the UK on the most urgent common challenges from global security to strengthening energy security; stresses the need to support initiatives for bilateral and multilateral cooperation between EU and UK regions, such as the Straits Committee, possibly through a specific EU interregional cooperation fund, provided that the UK Government financially contributes to the fund;
2023/06/06
Committee: REGI
Amendment 15 #

2022/2188(INI)

1. Notes that the Subsidy Control Act 1 1 2022 , which establishes a framework for meeting the UK’s international commitments on subsidy control, including those arising under the TCA, has received Royal Assent after being passed by the UK Parliament; expresses its concern about stated plans to introduce ‘free ports’, which risk contravening these commitments and could constitute impermissible State aid under the TCA2; calls for the Commission to monitor the situation closely and commence further infringement proceedings, if necessary; _________________ 1 Legislation.gov.uk, 'The Subsidy Control Act 2022: Chapter 23', 28 April 2022. 2 The Financial Times, ‘EU to raise concerns over UK’s freeports scheme’, 30 November 2022.
2023/06/12
Committee: ECON
Amendment 19 #

2022/2188(INI)

Draft opinion
Paragraph 3
3. Notes the limited nature of the TCA in relation to financial services; recognises that this absence is a consequence of the UK’s unwillingness to discuss other areas of mutual interest as part of the TCA negotiations; notes that there are plans towelcomes the adoption by the European Commission of the draft Memorandum of Understanding establishing a framework for structured financial services regulatory cooperation with the UK; welcomes the establishing of a joint EU-UK financial regulatory forum to facilitate dialogue and cooperation on financial services issues3; recalls that this forum would not constpoints out that the purpose of the Forum will be, among other objectives, to facilituate a formal part of the TCA and will not provide the same level of access or cooperation as a comprehensive financial services aregulatory cooperation between the parties in order to enhance transparency and identify potential cross-border enforcement problems; recalls that such a forum would not be a formal part of the Trade and Cooperation Agreement; _________________ 3 Reuters, ‘EU restarts work on EU-UK regulatory forum after Northern Ireland deal’, 8 March 2023.
2023/06/12
Committee: ECON
Amendment 20 #

2022/2188(INI)

Draft opinion
Paragraph 3
3. Regrets the tensions that have arisen in Northern Ireland stemming from the implementation of the Northern Ireland Protocol and welcomes the fact that an agreement, referred to as the Windsor Framework, has been reached to remedy the implementation issues; hopes that the Windsor Framework will help strengthen relations between the parties by enabling them to fully exploit the potential of the TCA;
2023/06/06
Committee: REGI
Amendment 24 #

2022/2188(INI)

Draft opinion
Paragraph 5
5. Underlines the importance of quantifying the effects of the TCA at regional level in order to adopt tailored measures for the most impacted regions and communities, businesses and producers;
2023/06/06
Committee: REGI
Amendment 27 #

2022/2188(INI)

Draft opinion
Paragraph 4
4. Reiterates the fact that decisions on equivalence are not reciprocal and do not form part of the TCA; notes also the UK’s decisions on equivalence in respect of the EU and also in respect of other non-EU countries such as Switzerland, where mutual recognition status has been agreed; recalls that decisions on equivalence could benefit EU firms in terms of greater access to the UK market, including for banking and insurance; notes that the EU has only granted the UK equivalence status in one area – central counterparties – on a time- limited basis, recently extended until 2025; calls for further equivalence decisions to be considered; notes that as of October 2021, the EU had granted 22 equivalence decisions to the United States compared to one in the case of the UK4 ; supports the Commission’s position that decisions on equivalence should be made when they are in the EU’s interests; encourages the Commission to discuss further equivalence decisions in order to provide greater market access benefits to both EU and UK firms; hopes that the adoption of the Memorandum of Understanding will facilitate the resumption of equivalence assessments by the EU; _________________ 4 European Affairs Committee of the House of Lords, ‘1st Report of Session 2022–23: The UK-EU relationship in financial services’ , 23 June 2022.
2023/06/12
Committee: ECON
Amendment 33 #

2022/2188(INI)

Draft opinion
Paragraph 6
6. Asks the Commission to properly involve the regional and local authorities in the process of scrutinising the implementation of the TCA; suggests that the EU and UK create a cooperation body for local and regional authorities within the framework of the TCA to foster communication and collaboration between the local and regional authorities.
2023/06/06
Committee: REGI
Amendment 34 #

2022/2188(INI)

Draft opinion
Paragraph 5
5. Notes the desire of the British Government to adopt divergent regulation from the EU in respect of financial services, including by way of the Financial Services and Markets Bill5, which proposes to repeal, replace, or amend retained EU law in the area of financial services and to delegate greater responsibility to UK regulators; welcomnotes the EU’s recent progress on legislation in respect of financial services, even where this maycould result in regulatory divergence from the UK, including with respect to cryptocurrencies, taxonomy, listing and anti-money laundering; acknowledges that the UK and the EU may adopt different regulatory approaches in the area of financial services and may not necessarily maintain a harmonised regulatory regime; supportnotes the EU’s legislative progress in this area, even where this maycould result in regulatory divergence from the UK; stresses, however, the benefits of future regulatory cooperation; _________________ 5 UK Parliament, ‘Financial Services and Markets Bill’, 11 May 2023.
2023/06/12
Committee: ECON
Amendment 39 #

2022/2188(INI)

Draft opinion
Paragraph 6
6. NoteMaintains that the TCA offers the EU an opportunity to develop and strengthen its own financial services infrastructure and expertise in order to foster business competitiveness, economic stability and consumer protection; strongly supports the completion of the capital markets union and the banking union, based on an approach that is outward-looking, innovative and competitive, in order to ensure the flow of investments and savings in all Member States to the benefit of citizens, businesses and investors; recalls that the City of London remains a major centre for financial services with a global reach6 ; recognises the importance of a strong financial services sector for both the EU and the UK and supports efforts to enhance the EU’s financial services infrastructure and expertise; _________________ 6 Reuters, ‘London is top global finance centre but lags in key areas, says study’, 27 January 2022.
2023/06/12
Committee: ECON
Amendment 41 #

2022/2188(INI)

Draft opinion
Paragraph 6 a (new)
6a. Calls on the EU to work with international partners, including the UK and other major global financial centres, to promote common rules and standards in the area of financial services in order to facilitate cross-border trade and ensure the stability of the financial system;
2023/06/12
Committee: ECON
Amendment 54 #

2022/2188(INI)

Draft opinion
Paragraph 9
9. Strongly supports continued cooperation between the EU and the UK in areas related to economic and monetary affairs that are of mutual interest, including tackling money laundering, terrorist financing and customs fraud, countering harmful tax regimes, implementing sanctions and promoting global financial stability;
2023/06/12
Committee: ECON
Amendment 65 #

2022/2188(INI)

Draft opinion
Paragraph 12
12. RegretsConsiders regrettable the lack of specific structures for dialogue and engagement between the EU and the UK in the area of financial services; recalls the commitment, in the first Joint Declaration accompanying the TCA, to signing an MoU on financial services regulatory cooperation between the EU and the UK, which would not be a legal document but would provide a basis for regular, structured engagement; notes that this memorandum has not yet been signed; stresses also that should it prove impossible for the Memorandum of Understanding on financial services regulatory cooperation to be finalised or signed, then reasonable alternatives should be considered for facilitating structured dialogue and regular engagement between the EU and the UK in the area of financial services, in order to promote effective and stable cooperation.
2023/06/12
Committee: ECON
Amendment 71 #

2022/2188(INI)

Draft opinion
Paragraph 13
13. Welcomes the successful signing of bilateral MoUs between EU and UK regulators and supervisors at both EU and Member State levels, including between the Financial Conduct Authority and the European Banking Authority and the European Securities and Markets Authority, a multilateral MoU with EU and European Economic Area national competent authorities and individual MoUs with national competent authorities9; calls for an MoU establishing a forum for regulatory cooperation in the area of financial services between the EU and the UK to be signed; recognises that such a memorandum would provide a structured platform for addressing any regulatory issues that may arise in the future, such as sharing information on regulatory developments, exchanging views on macro-prudential developments and risks to financial stability, and exchanging information on efforts to prevent and combat money laundering and terrorist financing in relation to the financial services sector; _________________ 9 The Financial Conduct Authority, ‘MoUs with European authorities in the areas of securities, investment services and asset management, insurance and pensions, and banking’, 4 January 2021.
2023/06/12
Committee: ECON
Amendment 80 #

2022/2188(INI)

Draft opinion
Paragraph 14
14. Strongly reiterates the importance of protecting the Good Friday Agreement and supporting peace and reconciliation in Northern Ireland; recalls the UK Government’s threatened actions, which would be deemed to be in violation of the TCA, particularly with respect to the Northern Ireland Protocol as contained in the Northern Ireland Protocol Bill 2022, in which the UK Government proposed removing the jurisdiction of the Court of Justice of the EU over the Protocol, and for which the Commission commenced infringement proceedings against the UK; recogniseswelcomes the fact that an agreement has been reached on the Windsor Framework10 and that the British Government has announced its intention to suspend work on the Northern Ireland Protocol Bill and to allow it to lapse. _________________ 10 His Majesty’s Government, ‘The Windsor Framework: A new way forward’ (Windsor framework: a new way forward), February 2023.
2023/06/12
Committee: ECON
Amendment 6 #

2022/2170(INI)

Draft opinion
Paragraph 1
1. Believes that the EU’s cohesion policy funds aimed at territorial, economic and social cohesion are crucial for supportinghelping individuals and areas more affected by the transition towards climate neutrality, ensuring that no one is left behind, while guaranteeing the creation of high-quality employment opportunities in the regions;
2023/06/06
Committee: REGI
Amendment 11 #

2022/2170(INI)

Draft opinion
Paragraph 1 a (new)
1a. Notes that the type of action needed to create new jobs should take into account the specific nature of the area and the level of impact on regional and local competitiveness;
2023/06/06
Committee: REGI
Amendment 12 #

2022/2170(INI)

Draft opinion
Paragraph 1 b (new)
1b. Notes that the JTF provides support by channelling subsidies into the sectors most vulnerable to the possible consequences of climate transition with the aim of ensuring the balanced and homogeneous development of the areas concerned;
2023/06/06
Committee: REGI
Amendment 18 #

2022/2170(INI)

Draft opinion
Paragraph 2
2. Welcomes the concept of a 'just transition’, considering it a unique principle that must permeate all aspects of the transition to climate neutralit' as an economically and socially sustainable process to be carried out progressively and pragmatically; notes that an ambitious, comprehensive, just and fair transition is needed that is able to address the unintended distributional effects of the green transition, such as greater regional inequalities, job losses and declining competitiveness of European companies linked to the green transition; highlights that the Just Transition Fund (JTF) is a key cohesion policy instrument supporting regions impacted by the transition towards a net- zero economy and suggests expanding and broadening the JTF’s scope to include other industrial sectors and regions;
2023/06/06
Committee: REGI
Amendment 22 #

2022/2170(INI)

Draft opinion
Paragraph 3
3. Believes that social impact investment (SII) is no substitute for public social spending; notes, however, that SII based on inclusion, equality and employment can complement cohesion funds in tackling the challenges encountered on the path towards climate neutrality, provided it has a measurable social effect on inclusion, equality and employment; underlines that any adjustment of the legal, regulatory and economic framework for SII must meet these requirements;
2023/06/06
Committee: REGI
Amendment 28 #

2022/2170(INI)

Draft opinion
Paragraph 4
4. Notes that the green transition has a strong gender dimension, with women tending to be under-represented in green jobs and men tending to be more affected by the disappearance of carbon-intensive jobs; underlines, therefore, the need for a gender perspective when designing and implementing all transition policies to avoid deepening the divides within local labour markets;
2023/06/06
Committee: REGI
Amendment 33 #

2022/2170(INI)

Draft opinion
Paragraph 5
5. Remains convinced that a just transition has the potential to not only convert the EU into a successful net-zero economy, but also make it a global model for this existentially necessary transformation; hHighlights that cohesion policy is an essential tool on the path towards a net- zero economy and believes that the debate on the future of EU cohesion policy, including funding for 2028-2035, must be guided by the need to assist the Member States on this path in order to promote the more effective take-up of resources by regional and local communities.
2023/06/06
Committee: REGI
Amendment 38 #

2022/2170(INI)

Draft opinion
Paragraph 5 a (new)
5a. Notes that the just transition fund (JTF) should address the social and economic effects of the transition and promote diversification of the local production system while mitigating the impact on employment; stresses that the Just Transition Fund can offer a real possibility to support the unemployed and workers at risk as a result of the transition;
2023/06/06
Committee: REGI
Amendment 40 #

2022/2170(INI)

Draft opinion
Paragraph 5 b (new)
5b. In connection with the future revision of the related legislative framework, is convinced of the need for the cohesion policy budget to be tailored to the multiple challenges related to the transition, primarily to facilitate employment and the creation of new jobs; to this end, calls on the Commission to ensure that existing funding is sufficiently flexible to avoid creating disparities within the single market.
2023/06/06
Committee: REGI
Amendment 8 #

2022/2059(INI)

Motion for a resolution
Recital A
A. whereas the Mediterranean basin, which consists of EU Member States, candidate and third countries, is the living environment of 250 million inhabitants, half of whom live in the European Union; whereas the strengthening of cooperation within and beyond the EU’s borders is of the utmost importance to address common challenges such as pollution and climate change; socio-economic, migratory and security challenges, environmental deterioration, pollution and climate change, the proliferation of extreme weather events, water shortages, biodiversity loss and food insecurity;
2022/12/15
Committee: AGRI
Amendment 11 #

2022/2059(INI)

Motion for a resolution
Recital A a (new)
Aa. whereas the Mediterranean basin is a cohesive geographical area whose inhabitants share a common historical, cultural and environmental heritage;
2022/12/15
Committee: AGRI
Amendment 42 #

2022/2059(INI)

Motion for a resolution
Paragraph 1
1. Recalls that the Union is responsible for half of the Mediterranean basin and cannot remain passive in the face of the multiple political, social, economic, demographic and environmental challenges confronting the area;
2022/12/15
Committee: AGRI
Amendment 44 #

2022/2059(INI)

Motion for a resolution
Paragraph 1 a (new)
1a. Notes that the Mediterranean basin has been hit by an ever-increasing number of extreme weather events and natural disasters in recent years;
2022/12/15
Committee: AGRI
Amendment 49 #

2022/2059(INI)

Motion for a resolution
Paragraph 3
3. Stresses that cohesion policy has an under-used potential for action to provide appropriate responses to the challenges facing 110 million Europeans; believes that the measures provided for under cohesion policy must be coordinated and complementary to measures under the EMFF, the NRRP and other national policies;
2022/12/15
Committee: AGRI
Amendment 65 #

2022/2059(INI)

Motion for a resolution
Paragraph 8
8. Highlights the potential of all the Mediterranean regions for the development of renewable energy sources and for a just and inclusive ecological transition; feels that it would be worthwhile, in order to ensure energy autonomy and security, for the European Union to work towards making the Mediterranean basin a European-level energy hub;
2022/12/15
Committee: AGRI
Amendment 78 #

2022/2059(INI)

Motion for a resolution
Paragraph 9
9. Recalls that overfishing is still a threat to the survival of many species; is convinced that the development of a blue economy can supportfoster sustainable and inclusive development and quality jobs, with the direct involvement of fisheries sector operators and the representatives of coastal communities;
2022/12/15
Committee: AGRI
Amendment 94 #

2022/2059(INI)

Motion for a resolution
Paragraph 13 a (new)
13a. Emphasises that despite having many common features, the Mediterranean area is characterised by a range of disparities in levels of development, and notes that these disparities, including shortfalls in institutional and administrative capacities, infrastructure interconnections and trade relations, affect the stability, prosperity and security of the whole area;
2022/12/15
Committee: AGRI
Amendment 108 #

2022/2059(INI)

Motion for a resolution
Paragraph 16
16. Considers that the diversity and the size of the territory concerned calls for the implementation of three distinct but coordinated strategies, namely strategies for the Western Mediterranean, the Adriatic and Ionian Seas, and the Eastern Mediterranean; calls for the support of the countries and authorities concerned and for a central role of regions and of local authorities in their governance;
2022/12/15
Committee: AGRI
Amendment 200 #

2022/0411(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 10 – point a – point i
The Commission shall adopt delegated acts in accordance with Article 44 to supplement this Regulation regarding the standardised format and standardised sequence of the prospectus, the base prospectus and the final terms, and the schedules defining the specific information to be included in a prospectus, including LEIs and ISINs, avoiding duplication of information when a prospectus is composed of separate documents.; Moreover, the delegated acts shall provide rules for a different information sequence and for a higher maximum length, as referred in Article 6, respectively in paragraph 2 and 4, in relation to prospectuses for admission to trading on a regulated market when securities of the same class are simultaneously offered for subscription or privately placed.”
2023/07/13
Committee: ECON
Amendment 223 #

2022/0411(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 17 – point ba (new)
Regulation (EU) 2017/1129
Article 19 – paragraph 4a (new)
ba) the following paragraph is added as follows: 4a. The Commission is empowered to adopt delegated acts in accordance with Article 44 to supplement this Regulation regarding the inclusion of the information referred in paragraph 1 in the prospectuses for admission to trading on a regulated market when securities of the same class are simultaneously offered for subscription or privately placed.
2023/07/13
Committee: ECON
Amendment 23 #

2022/0341(COD)

Proposal for a regulation
Recital 6
(6) Ensuring that all PSUs in the Union are able to place payment orders for and receive instant credit transfers in euro is a precondition for an increased uptake of such transactions. Currently, at least one third of PSPs in the Union do not offer instant credit transfers in euro. Moreover, the rate at which PSPs have been adding instant credit transfers to their services has been, over the last few years, too slow, which hinders further integration of the Union’s internal payments market. Therefore, PSPs should be required to offer the service of sending and receiving instant credit transfers in euro, at the least via digital channels.
2023/04/21
Committee: ECON
Amendment 28 #

2022/0341(COD)

Proposal for a regulation
Recital 8
(8) There is a variety of interfaces through which PSUs can place a payment order for a credit transfer in euro, including via online banking, a mobile application, an automated teller machine, in a branch, or by phone. To ensure that all PSUs have access to instant credit transfers in euro, there should be no difference in terms of the interfaces through which PSUs can place payment orders for instant and other types of credit transfer transactions. Moreover, where it is possible for aIn order to promote digitalisation in the payment sector, the PSPs should be obliged to provide the service – at both the payment order and receiving phases – via their own digital channels. Moreover, aside from this obligation, the PSUs may decide to allow the PSUs to submit to a PSPinitiate and execute a payment orders for an instant credit transfers packaged together, that same possibility should also be available with respect to instant credit transfers in euro in euro via other interfaces too (at an automated teller machine, in branch, by phone or on paper). PSPs should be able to offer all credit transfers in euro initiated by their PSUs as instant by default via digital channels.
2023/04/21
Committee: ECON
Amendment 47 #

2022/0341(COD)

Proposal for a regulation
Recital 11
(11) Security of instant credit transfers in euro is fundamental for increasing PSUs’ confidence in such services and ensuring their use. Payers intending to send a credit transfer to a given payee may, as a result of fraud or error, provide a payment account identifier which does not correspond to an account held by that payee. Under Directive (EU) 2015/2366 of the European Parliament and of the Council37, the only determinant of the correct execution of the transaction with respect to the payee is the unique identifier, and PSPs are not required to verify the name of the payee. In the case of instant credit transfers, there is not enough time for the payer to realise the occurrence of a fraud or error and to try to recover the funds before they are credited to the payee’s account. PSPs should therefore verify whether there is any discrepancy between the unique identifier of the payee and the name of the payee provided by the payer, and notify the payer placing a payment order for an instant credit transfer in euro about any such discrepancies detected. To avoid undue frictions or delays in the processing of the transaction instantly, the payer’s PSP should provide such notification within no more than a few seconds from the moment the payer provided the payee information. To allow the payer to decide whether to proceed with the intended transaction, the payer’s PSP should provide such notification before the payer authorises the transaction. What is more, in order to combat the perpetration of illegal acts, such as fraud, swindling and money laundering, PSPs should provide for the introduction of a cap on transfers by instant bank transfer, based on risk assessments. __________________ 37 Directive (EU) 2015/2366 of the European Parliament and of the Council of 25 November 2015 on payment services in the internal market, amending Directives 2002/65/EC, 2009/110/EC and 2013/36/EU and Regulation (EU) No 1093/2010, and repealing Directive 2007/64/EC (OJ L 337, 23.12.2015, p. 35).
2023/04/21
Committee: ECON
Amendment 118 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
(a) they shall ensure that payers are able to place a payment order for an instant credit transfer through the same PSU interfaces as the ones through which those payers can place a payment order for other credit transferir own digital channels;
2023/04/21
Committee: ECON
Amendment 124 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5a – paragraph 2 – point (aa)
(aa) Notwithstanding point (a), PSPs may decide to allow payers to place instant payment orders through other PSU interfaces referred to in Article 2, paragraph 1b.
2023/04/21
Committee: ECON
Amendment 138 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5a – paragraph 3
3. When providing instant credit transfers in euro, PSPs shall offer to their PSUs the possibility to submit multiple payment orders as a package if they offer that possibility to their PSUs for other types of credit transfers.deleted
2023/04/21
Committee: ECON
Amendment 152 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 a – paragraph 4 – subparagraph 1
PSPs as referred to in paragraph 1 that are located in a Member State whose currency is the euro shall offer PSUs the service of receiving instant credit transfers in euro by … [PO please insert the date = 618 months after the date of entry into force of this Regulation], and the service of sending instant credit transfers in euro by … [PO please insert the date = 124 months after the date of entry into force of this Regulation].
2023/04/21
Committee: ECON
Amendment 158 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 a – paragraph 4 – subparagraph 2
PSPs as referred to in paragraph 1 that are located in a Member State whose currency is not the euro shall offer PSUs the service of receiving instant credit transfers in euro by …[ [PO please insert the date = 306 months after the date of entry into force of this Regulation], and the service of sending instant credit transfers in euro by …[ [PO please insert the date = 3642 months after the date of entry into force of this Regulation].
2023/04/21
Committee: ECON
Amendment 161 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 a – paragraph 4 a (new)
(4a) In order to combat the perpetration of illegal acts, such as fraud, swindling and money laundering, PSPs should provide for the introduction of a cap on transfers by instant bank transfer, based on risk assessments. It shall not, in any event, be possible to make instant transfers in cases where a PSU wishes to carry out one or more transactions to the same beneficiary, within a period of 72 hours, for a total amount exceeding EUR 10 000. Article 5a (5) shall not apply in cases of inter-company transfers.
2023/04/21
Committee: ECON
Amendment 174 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 c
PSPs located in a Member State whose currency is the euro shall comply with this Article by …[ PO please insert the date = 618 months after the date of entry into force of this Regulation].
2023/04/21
Committee: ECON
Amendment 176 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 b – paragraph 2 – subparagraph 2
PSPs located in a Member State whose currency is not the euro shall comply with this Article by …[ PO please insert the date = 306 months after the date of entry into force of this Regulation].
2023/04/21
Committee: ECON
Amendment 232 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 c – paragraph 6 – subparagraph 1
PSPs located in a Member State whose currency is the euro shall comply with this Article by …[ PO please insert the date = 12 months after the date of entry into force of this RegulationIn order to develop a common European system on which PSPs must base the provision of the service referred to in this Article (NB Iban name check), the Commission shall be entitled to publish Guidelines, after consulting the representative associations of the payment markets, within 12 months of the entry into force of this Regulation. PSPs located in a Member State whose currency is the euro shall comply with this Article by …[ PO please insert the date = 12 months after the publication of the Guidelines referred to in the previous subparagraph]. PSPs located in a Member State whose currency is not the euro shall comply with this Article by … [PO please insert the date = 36 months after the publication of the Guidelines].
2023/04/21
Committee: ECON
Amendment 244 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 c– paragraph 6 – subparagraph 2
PSPs located in a Member State whose currency is not the euro shall comply with this Article by …[PO please insert the date = 3642 months after the date of entry into force of this Regulation].
2023/04/21
Committee: ECON
Amendment 255 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 d– paragraph 1 – subparagraph 2
PSPs shall carry out such verifications immediatwithout undue delay after the entry into force of any new or amended restrictive measures adopted in accordance with Article 215 TFEU providing for asset freeze or prohibition of making funds or economic resources available , and at least once every calendar day.
2023/04/21
Committee: ECON
Amendment 265 #

2022/0341(COD)

Proposal for a regulation
Article 1 – paragraph 1 – point 2
Regulation (EU) No 260/2012
Article 5 d – paragraph 4
4. PSPs shall comply with this Article by …[ PO please insert the date = 612 months after the date of entry into force of this Regulation].’
2023/04/21
Committee: ECON