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Prompted by the pandemic and the resulting crisis, the EU set up a recovery instrument – Next Generation EU (NGEU) – to help Member States address the downturn. NGEU's main funding tool – the Recovery and Resilience Facility (RRF) – has made available €723 billion in grants and loans to EU Member States for reform and investment in six priority areas, addressing common challenges. Focusing on the RRF's social dimension, this briefing looks at how the facility is helping not only to address the direct ...

The full study examines the evolving approach to tracking the effectiveness and impact of social expenditure from the EU budget. In the last decade, there has been a shift toward performance-based budgeting, putting the emphasis much more on the outputs and results of expenditure programmes. Despite these changes, ascertaining whether policies are achieving their underlying goals and contributing to the realisation of the European Pillar of Social Rights (EPSR) remains difficult. This study analyses ...

Upon request by the LIBE committee, this study looks into the impact of the economic crisis and the austerity measures which were introduced as a response thereto, to the enjoyment of a set of selected fundamental rights by individuals in Portugal. It also contains recommendations on how to make sure that the enjoyment of these rights is ensured in the future.

Since the 1980s largely ageing populations in developed countries have meant pressure for real budget increases for healthcare and pensions. This pressure remains present in the austerity-hit EU, where social welfare protection already accounts for a large part of Member State (MS) governments' costs. The US, with the world’s largest economy, has its own distinct welfare system. China has recently started to focus on welfare with significant budgetary increases, albeit from a relatively low base. ...

For the enclosed five briefing notes, a gender budgeting methodology has been developed on purpose to analyze in a gender perspective the MFF proposal for 2014-2020. The MFF 2014-2020 assumes a very high relevance in the context of the financial and economic crisis as the EU Budget will finance the EU 2020 Strategy that is conceived as a pivotal tool for recovery. Despite the official declarations according to which:  the EU 2020 Strategy was conceived as an opportunity to reform the economy ...

This study analysed spending at both EU and national levels in the following policy areas: education and training, social policy, research and development, humanitarian aid and common and foreign security policy. It also reviewed the mechanisms and processes aiming at ensuring budget coordination between the two levels. While the policy priorities of the Member States under scrutiny are congruent with those of the EU, the overall synergy between strategic EU policy objectives and budgetary policies ...