EUROPEAN COMMISSION
Brussels, 6.6.2023
COM(2023) 320 final
COMMUNICATION FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT AND THE COUNCIL
Technical adjustment of the multiannual financial framework for 2024 in accordance with Article 4 of Council Regulation (EU, Euratom) 2020/2093 laying down the multiannual financial framework for the years 2021 to 2027
COMMUNICATION FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT AND THE COUNCIL
Technical adjustment of the multiannual financial framework for 2024 in accordance with Article 4 of Council Regulation (EU, Euratom) 2020/2093 laying down the multiannual financial framework for the years 2021 to 2027
1.introduction
The present communication provides the budgetary authority with the result of the technical adjustment ahead of the budgetary procedure for the year 2024 in accordance with Article 4 of Council Regulation (EU, Euratom) 2020/2093 laying down the multiannual financial framework for the years 2021 to 2027 1 (the ‘MFF Regulation’). In particular, the technical adjustment establishes the expenditure ceilings at current prices based on the fixed 2% deflator as provided for in Article 4(2) of the MFF Regulation.
On the basis of the latest economic forecasts 2 , the communication also provides a calculation of the margin under the own resources ceiling set in application of the Council Decision on the system of own resources of the European Union in force at the time of the adoption of this communication.
The communication also presents the amounts available under the Single Margin Instrument under Article 11(1)(a) and 11(1)(c), the adjustment of the payment ceiling in accordance with Article 11(1)(b) and the programme specific adjustments as provided in Article 5 of the MFF Regulation.
In accordance with Article 4(1) of the MFF Regulation, the Commission makes the technical adjustment to the financial framework and communicates the results to the budgetary authority each year, ahead of the budgetary procedure for year n+1.
According to Article 4(4) of the MFF Regulation, and without prejudice to Articles 6 and 7 of that Regulation, no further technical adjustments are made in respect of the year concerned, either during the year or as ex-post corrections during subsequent years.
2.Terms of the adjustment of the Multiannual Financial Framework table (Annex - tables 1-2)
Table 1 in the Annex shows the EU multiannual financial framework in 2018 prices of the MFF Regulation adjusted according to Articles 2(1), 5(2) and 11 of that Regulation.
Table 2 in the Annex shows the EU multiannual financial framework adjusted in current prices.
The financial framework expressed in percentage of the Union’s gross national income (GNI) is updated with the latest economic forecasts. On that basis, the EU GNI for 2024 is established at EUR 17 697 051 million in current prices.
2.1.Main results of the technical adjustment of the Multiannual Financial Framework for 2024
The overall MFF ceiling for commitment appropriations for 2024 stands at EUR 185 963 million in current prices, which equals 1,05% of GNI. The overall MFF ceiling for payment appropriations corresponds to EUR 170 543 million in current prices, equivalent to 0,96% of GNI.
On 1 June 2021, Council Decision (EU, Euratom) 2020/2053 of 14 December 2020 on the system of own resources (‘ORD 2020’) 3 entered into force. It applies retroactively as of 1 January 2021. The own resources ceiling for payment appropriations is set at 2,00% of the sum of all the Member States’ GNIs. Out of this, 0,60 percentage points are a temporary increase for the sole purpose of covering all liabilities stemming from the European Union Recovery Instrument 4 .
The resulting margin for 2024 between the MFF ceiling for payment appropriations and the own resources ceiling for payment appropriations stands at EUR 183 398 million, or 1,04% of GNI 5 .
The table below provides information for the period 2021-2027 on the margin (in percentage of GNI) between the MFF ceiling for payment appropriations and the own resources ceiling for payment appropriations.
|
In % of EU GNI |
2021 |
2022 |
2023 6 |
2024 |
2025 |
2026 |
2027 |
2021-2027 |
|
MFF ceiling for payment appropriations |
1,18% |
1,12%% |
1,03% |
0,96% |
0,94% |
0,92% |
0,91% |
1,01% |
|
Margin beneath the 2,00% GNI own resources ceiling in application of Council Decision (EU, Euratom) 2020/2053 |
0,02% |
0,88% |
0,97% |
1,04% |
1,06% |
1,08% |
1,09% |
0,99% 7 |
2.2.Adjustment of the sub-ceiling for Heading 3
According to Article 2(1) of the MFF Regulation, the sub-ceiling for Heading 3 for ‘market related expenditure and direct payments’ (pillar I of the Common Agricultural Policy - CAP) for the period 2021-2027 shall be adjusted following the transfers between the first and second pillars of the CAP in accordance with the legal act establishing these transfers. The total amount of the ceiling for commitment appropriations for Heading 3 does not change.
The sub-ceiling of Heading 3 is adjusted for the fourth time 8 in the technical adjustment of the MFF for 2024.
With their CAP Strategic Plans submitted according to Title V of Regulation (EU) 2021/2115 9 , Member States decided to transfer funds between direct payments and rural development. The result was set out in Commission Delegated Regulation 2023/813 of 8 February 2023 10 . These transfers cover the reduction of direct payments in accordance with Article 17(5), second subparagraph, and the flexibility between pillars in accordance with Article 103 of Regulation (EU) 2021/2115. These amendments affect the application of Regulation (EU) 2021/2115 for the years 2024-2027.
The changes in current prices in the Heading 3 sub-ceiling are converted into 2018 prices to adjust the multiannual financial framework table which is expressed in 2018 prices. For this purpose, the net balance of transfers is first converted into 2018 prices by using the 2% fixed annual deflator. This result is then rounded up to express the adjusted sub-ceiling in millions of euros. The rounding-up is necessary to ensure that the MFF sub-ceiling is always higher than the net balance available for expenditure in the annual budget for the European Agricultural Guarantee Fund (EAGF). The resulting small difference does not constitute an available margin, but is exclusively arising from the rounding operation. For each annual budget, the Commission will use the exact amounts of the net balance available for EAGF expenditure.
The table below shows the net result (in million euro) of the transfers between the two pillars of CAP and their impact for the Heading 3 sub-ceiling.
|
Sub-ceiling for EAGF (market related expenditures and direct payments) after transfers in current and 2018 prices (EUR million) |
||||||||
|
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
2021-2027 |
|
|
- in current prices - |
||||||||
|
Initial H3 sub-ceiling |
40 925,000 |
41 257,000 |
41 518,000 |
41 649,000 |
41 782,000 |
41 913,000 |
42 047,000 |
291 091,000 |
|
H3 sub-ceiling set in the last technical adjustment (2023) |
40 368,000 |
40 639,000 |
40 693,000 |
41 649,000 |
41 782,000 |
41 913,000 |
42 047,000 |
289 091,000 |
|
Net transfers to date |
- 557,046 |
- 618,811 |
-825,789 |
- 2 001,646 |
||||
|
Net transfer in the current technical adjustment (2024) |
-1 046,922 |
-1 117,072 |
-1 222,773 |
-1 396,205 |
-4 782,972 |
|||
|
Total net transfers (Pillar 1 to Pillar 2) compared to initial sub-ceiling |
- 557,046 |
- 618,811 |
-825,789 |
-1 046,922 |
-1 117,072 |
-1 222,773 |
-1 396,205 |
-6 784,618 |
|
EAGF net balance after all transfers |
40 367,954 |
40 638,189 |
40 692,211 |
40 602,078 |
40 664,928 |
40 690,227 |
40 650,795 |
284 306,382 |
|
H3 sub-ceiling after transfers |
40 368,000 |
40 639,000 |
40 693,000 |
40 603,000 |
40 665,000 |
40 691,000 |
40 651,000 |
284 310,000 |
|
Rounding difference |
0,046 |
0,811 |
0,789 |
0,922 |
0,072 |
0,773 |
0,205 |
3,618 |
|
Difference to original sub-ceiling after all transfers |
- 557,000 |
- 618,000 |
-825,000 |
-1 046,000 |
-1 117,000 |
-1 222,000 |
-1 396,000 |
-6 781,000 |
|
- in 2018 prices - |
||||||||
|
Initial H3 sub-ceiling |
38 564,000 |
38 115,000 |
37 604,000 |
36 983,000 |
36 373,000 |
35 772,000 |
35 183,000 |
258 594,000 |
|
H3 sub-ceiling set in the last technical adjustment (2023) |
38 040,000 |
37 544,000 |
36 857,000 |
36 983,000 |
36 373,000 |
35 772,000 |
35 183,000 |
256 752,000 |
|
Net transfers to date |
- 524,375 |
- 571,595 |
-747,811 |
- 1 095,970 |
||||
|
Net transfer in the current technical adjustment (2024) |
-929,637 |
-972,478 |
-1 043,625 |
-1 168,282 |
-4 114,022 |
|||
|
Total net transfers (Pillar 1 to Pillar 2) compared to initial sub-ceiling |
- 524,375 |
- 571,595 |
-747,811 |
-929,637 |
-972,478 |
-1 043,625 |
-1 168,282 |
-5 957,803 |
|
EAGF net balance after all transfers |
38 039,625 |
37 543,405 |
36 856,189 |
36 053,363 |
35 400,522 |
34 728,375 |
34 014,718 |
252 636,197 |
|
H3 sub-ceiling after transfers |
38 040,000 |
37 544,000 |
36 857,000 |
36 054,000 |
35 401,000 |
34 729,000 |
34 015,000 |
252 640,000 |
|
Rounding difference |
0,375 |
0,595 |
0,811 |
0,637 |
0,478 |
0,625 |
0,282 |
3,803 |
|
Difference to original sub-ceiling after all transfers |
- 524,000 |
- 571,000 |
-747,000 |
-929,000 |
-972,000 |
-1 043,000 |
-1 168,000 |
-5 954,000 |
2.3.Programme specific adjustments in accordance with Article 5(2) of the MFF Regulation
In accordance with Articles 5(2) and 4(1)(e) of the MFF Regulation, this communication includes the calculation, for the year 2024, of the additional allocations for specific programmes referred to in Annex II to the MFF Regulation and the resulting upwards adjustments of the ceilings for commitment and payment appropriations.
For 2022, the revenue from fines (and related interest) imposed under Council Regulations (EC) No 1/2003 11 and (EC) No 139/2004 12 and recorded as budgetary revenue up to the end of the year amounts to EUR 363 million 13 (EUR 322 million in 2018 prices). This amount is below the minimum threshold of EUR 1 500 million in 2018 prices. Therefore, the minimum threshold provides the total volume of the adjustment for 2024 in 2018 prices.
The adjustment in current prices amounts to EUR 1 690 million after applying the 2% annual deflator and rounding up to million euro in line with how the MFF ceilings are expressed. This amount corresponds to the upward adjustment of the overall ceiling in commitment appropriations and the ceiling in payment appropriations for the year 2024.
The breakdown of the adjustment by MFF heading and programme is based on the column 'Distribution key' of Annex II to the MFF Regulation. The adjustments of the individual ceilings in commitment appropriations are rounded up to the nearest million euro 14 .
|
COMMITMENT CEILING: |
Current prices |
2018 prices |
|
1. Single Market, Innovation and Digital |
614 000 000 |
545 000 000 |
|
Horizon Europe |
460 500 000 |
408 750 000 |
|
InvestEU Fund |
153 500 000 |
136 250 000 |
|
2b. Resilience and Values |
922 000 000 |
819 000 000 |
|
EU4Health |
445 703 758 |
395 912 558 |
|
Erasmus+ |
261 303 758 |
232 112 557 |
|
Creative Europe |
92 115 490 |
81 824 931 |
|
Rights and Values |
122 876 994 |
109 149 954 |
|
4. Migration and Border Management |
154 000 000 |
136 000 000 |
|
Integrated Border Management Fund |
154 000 000 |
136 000 000 |
|
Total commitment ceiling: |
1 690 000 000 |
1 500 000 000 |
|
PAYMENT CEILING: |
1 690 000 000 |
1 500 000 000 |
2.4.Adjustment of the payment ceiling in accordance with Article 4(1)(d) and Article 11(1)(b) – Single Margin Instrument.
In accordance with Article 4(1)(d) of the MFF Regulation, the technical adjustment shall include the amount of the adjustment of the ceiling for payment appropriations under the Single Margin Instrument (SMI) as referred to in point (b) of the first subparagraph of Article 11(1).
The 2022 payment ceiling was EUR 170 558 million in current prices. The payments executed in 2022 amount to EUR 168 642 million. To this amount the carry-overs from 2022 to 2023 must be added (EUR 1 109 million) as they are considered as executed.
The payments and carry-overs related with the special instruments (EUR 3 087 million) are excluded from the execution as they are treated as being over and above the MFF ceilings in accordance with Article 3(2) of the MFF Regulation. Therefore the execution taken into account for the calculation of the SMI is EUR 166 664 million.
The remaining margin under the 2022 payment ceiling is EUR 4 024 million in current prices.
The table below shows the details of the calculation of the SMI part 11(1)(b).
|
Single Margin Instrument part 11(1)(b) (payments) |
||
|
EUR million |
|
2022 |
|
|
|
|
|
(1) |
PA ceiling (2018 prices) before SMI 11(1)(b) |
157 568,0 |
|
(2) |
PA ceiling (current prices) before SMI 11(1)(b) |
170 558,0 |
|
(3) |
Mobilisation SMI Art 11(1)(c) in payments (+/-) |
0,0 |
|
(4) = (2) + (3) |
TOTAL CEILING TO COMPARE THE IMPLEMENTATION ON VOTED BUDGET |
170 558,0 |
|
(5) |
Executed payments on the voted budget |
168 642,1 |
|
(6) |
Executed payments on the voted budget for EGF |
22,3 |
|
(7) |
Executed payments on the voted budget for the SEAR - EUSF |
18,1 |
|
(8) |
Executed payments on the voted budget for the SEAR - EAR |
580,4 |
|
(9) |
Executed payments on the voted budget for Brexit Adjustment Reserve |
1 253,2 |
|
(10) |
Executed payments on the voted budget for Flexibility instrument |
467,2 |
|
(11) = (6) + (7) + (8) + + (9) + (10) |
Executed payments on the voted budget for special instruments |
2 341,3 |
|
(12) |
Carry-overs from year n to year n+1 |
1 109,2 |
|
(13) |
Carry-over from year n to year n+1 for the EGF |
0,1 |
|
(14) |
Carry-over from year n to year n+1 for the SEAR |
700,3 |
|
(15) |
Carry-over from year n to year n+1 for Brexit Adjustment Reserve |
45,7 |
|
(16) = (13) + (14) + (15) |
Carry-over of special instruments |
746,2 |
|
(17) |
Lapsed carry-overs from year n-1 to year n |
130,2 |
|
(18) |
Lapsed carry-over from year n-1 to year n EGF |
0,0 |
|
(19) |
Lapsed carry-over from year n-1 to year n SEAR |
0,0 |
|
(20) |
Lapsed carry-over from year n-1 to year n for Brexit Adjustment Reserve |
0,0 |
|
(21) = (18) + (19) + (20) |
Lapsed carry-over of special instruments |
0,0 |
|
(22) = (5) + (12) - (17) |
TOTAL EXECUTED PAYMENTS n + CARRY-OVER n TO n+1 - LAPSED CARRY OVER n-1 |
169 621,0 |
|
(23) = (11) + (16) - (21) |
Special instruments: total execution + carry-over - lapsed carry-over |
3 087,5 |
|
(24) = (4) - (22) + (23) |
Remaining margin |
4 024,4 |
|
(25) = (24) rounded to millions |
Single Margin Instrument part 11(1)(b)
|
4 024,0 |
|
(26) = (25) adjusted to 2018 prices using 2% deflator and rounded to millions |
Single Margin Instrument part 11(1)(b)
|
3 718,0 |
The amount of the SMI part 11(1)(b) in 2018 prices corresponds to EUR 3 718 million. Taking into account the provisions of Article 11(3), the payment ceiling in 2022 shall be decreased by this amount. The amount of the SMI part 11(1)(b) is transferred in three equal parts (EUR 1 239, 3 million) to the payment ceilings of the years 2025, 2026 and 2027. This results in an unchanged overall payment ceiling for the period 2021-2027 in 2018 prices.
According to Article 4(2) of the MFF Regulation, the 2% deflator shall be used for the calculation of the SMI part 11(1)(b) and the corresponding adjustment of the payment ceiling. The 2022 ceiling in current prices is therefore reduced by EUR 4 024 million and the ceiling in current prices is increased by EUR 1 424 million for 2025, EUR 1 452 million for 2026 and EUR 1 481 million for 2027. As a result of the application of Article 11(1)(b), the overall payment ceiling in current prices for the period 2021-2027 corresponds to EUR 1 198 906 million.
The table below shows the details of the adjustment of the payment ceiling resulting from the implementation of the provisions of Article 11(1)(b).
|
Adjustment of the ceilings SMI part 11(1)(b) (EUR million) |
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
2021-2027 |
|
Initial payment ceiling (Annex I Regulation 2020/2093) |
|
|
|
|
|
|
|
|
|
2018 prices |
156 557 |
154 822 |
149 936 |
149 936 |
149 936 |
149 936 |
149 936 |
1 061 058 |
|
current prices |
166 140 |
167 585 |
165 542 |
168 853 |
172 230 |
175 674 |
179 187 |
1 195 211 |
|
Payment ceiling as last adjusted (Art. 7 adjustment COM(2022)80 of 28 January 2022), |
|
|
|
|
|
|
|
|
|
2018 prices |
156 557 |
156 322 |
149 936 |
149 936 |
149 936 |
149 936 |
149 936 |
1 062 558 |
|
current prices |
166 140 |
169 209 |
165 542 |
168 853 |
172 230 |
175 674 |
179 187 |
1 196 835 |
|
Single Margin Instrument Part (1)(b) from 2021 |
|
|
|
|
|
|
|
|
|
adjustment of the payment ceiling (2018 prices) |
-2 492 |
1 246 |
1 246 |
|
|
0 |
||
|
adjustment of the payment ceiling (current prices) |
-2 644 |
1 349 |
1 376 |
|
|
81 |
||
|
Adjusted payment ceiling as per Article 11(1)(b) (Tech. adjustment for 2023) |
|
|
|
|
|
|
|
|
|
2018 prices |
154 067 |
157 568 |
151 182 |
149 936 |
149 936 |
149 936 |
149 936 |
1 062 558 |
|
current prices |
163 496 |
170 558 |
166 918 |
168 853 |
172 230 |
175 674 |
179 187 |
1 196 916 |
|
Payment ceiling as last adjusted (Technical adjustment for 2023 COM(2022)266 of 7 June 2022), |
|
|
|
|
|
|
|
|
|
2018 prices |
154 067 |
157 568 |
152 682 |
149 936 |
149 936 |
149 936 |
149 936 |
1 064 058 |
|
current prices |
163 496 |
170 558 |
168 575 |
168 853 |
172 230 |
175 674 |
179 187 |
1 198 573 |
|
Single Margin Instrument Part (1)(b) from 2022 |
|
|
|
|
|
|
|
|
|
adjustment of the payment ceiling (2018 prices) |
-3 718 |
1 239,3 |
1 239,3 |
1 239,3 |
0,0 |
|||
|
adjustment of the payment ceiling (current prices) |
-4 024 |
1 424,0 |
1 452,0 |
1 481,0 |
333,0 |
|||
|
Adjusted payment ceiling as per Article 11(1)(b) (Tech. adjustment for 2024) |
|
|
|
|
|
|
|
|
|
2018 prices |
154 067 |
153 850 |
152 682 |
149 936 |
151 175 |
151 175 |
151 175 |
1 064 058 |
|
current prices |
163 496 |
166 534 |
168 575 |
168 853 |
173 654 |
177 126 |
180 668 |
1 198 906 |
The table below shows the details of the application of the maximum amounts for the annual adjustment in 2025-2027 in accordance with Article 11(3). The transfers made to 2025, 2026 and 2027 are in line with the maximum amounts set in that Article.
|
Adjustment cap (Article 11(3)) (EUR million) |
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
|
Single Margin Instrument Part (1)(b) - Adjustment cap (2018 prices) |
|
|
|
|
8 000 |
13 000 |
15 000 |
|
Payment ceiling adjustments 11(1)(b) to date (2018 prices) |
|
1 239 |
1 239 |
1 239 |
|||
|
Remaining under cap (2018 prices) |
|
6 761 |
11 761 |
13 761 |
|||
|
Remaining under cap (current prices) |
|
|
|
|
7 766 |
13 779 |
16 445 |
3.Special instruments
Special instruments are available outside the expenditure ceilings of the 2021-2027 multiannual financial framework. These instruments aim to ensure rapid response to exceptional or unforeseen events, and to provide flexibility beyond the agreed expenditure ceilings within certain limits set in the MFF Regulation.
3.1.Thematic Special Instruments
3.1.1.European Globalisation Adjustment Fund
According to Article 8 of the MFF Regulation, the European Globalisation Adjustment Fund for Displaced Workers (EGF) 15 can be mobilised up to a maximum of EUR 186 million per year in 2018 prices, or EUR 209,5 million in current prices for 2024 16 . Unused amounts of the previous year cannot be carried over.
The table below shows the details of the annual availability of the EGF and, for information, the mobilisation at 31 December 2022.
|
European Globalisation Adjustment Fund for Displaced Workers (EGF) - commitments |
|||||||||
|
EUR million |
|||||||||
|
|
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
Total |
|
|
Annual amounts in 2018 prices |
186,0 |
186,0 |
186,0 |
186,0 |
186,0 |
186,0 |
186,0 |
1 302,0 |
|
|
Annual amounts in current prices |
197,4 |
201,3 |
205,4 |
209,5 |
213,7 |
217,9 |
222,3 |
1 467,4 |
|
|
Annual mobilisation |
24,0 |
28,0 |
52,1 |
||||||
|
Lapsed |
173,4 |
173,3 |
346,6 |
||||||
3.1.2.Solidarity and Emergency Aid Reserve
According to Article 9 of the MFF Regulation, the Solidarity and Emergency Aid Reserve (SEAR) can be mobilised up to a maximum amount of EUR 1 200 million per year in 2018 prices, or EUR 1 351,4 million at current prices for 2024. Any portion of the unused amount of the previous year can be carried over to the following year. The portion of the annual amount stemming from the previous year shall be drawn on first. Any portion of the annual amount from year n which is not used in year n+1 shall lapse.
The table below shows the details of the annual availability of the SEAR and, for information, the mobilisation at 31 December 2022.
|
Solidarity and Emergency Aid Reserve (SEAR) - commitments |
||||||||
|
EUR million |
||||||||
|
|
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
Total |
|
Annual amounts in 2018 prices |
1 200,0 |
1 200,0 |
1 200,0 |
1 200,0 |
1 200,0 |
1 200,0 |
1 200,0 |
8 400,0 |
|
Annual amounts in current prices |
1 273,5 |
1 298,9 |
1 324,9 |
1 351,4 |
1 378,4 |
1 406,0 |
1 434,1 |
9 467,2 |
|
Carried-over from the previous year |
48,0 |
40,8 |
- |
|||||
|
Frontloaded from the folowing year (EUSF) |
- |
- |
- |
|||||
|
Annual mobilisation |
1 280,7 |
1 339,7 |
2 620,4 |
|||||
|
Carried-over to the following year |
40,8 |
- |
||||||
|
Lapsed |
- |
- |
||||||
3.1.3.Brexit Adjustment Reserve
In accordance with Article 10 of the MFF Regulation, the Brexit Adjustment Reserve can be mobilised subject to and in accordance with the conditions set out in the relevant instrument for a total amount of maximum EUR 5 000 million in 2018 prices or EUR 5 470,4 million in current prices over the period 2021-2025.
The profile for the annual amounts for the Brexit Adjustment Reserve is set out in the relevant basic act 17 . The table below shows the details of the annual allocation profile of the overall amount in commitment appropriations and, for information, the mobilisation at 31 December 2022 18 .
|
Brexit Adjustment Reserve - commitments |
|||||||||
|
EUR million |
|||||||||
|
|
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
Total |
|
|
Annual amounts in 2018 prices |
1 600,0 |
1 200,0 |
1 200,0 |
1 000,0 |
5 000,0 |
||||
|
Annual amounts in current prices |
1 697,9 |
1 298,9 |
1 324,9 |
1 148,7 |
5 470,4 |
||||
|
Annual mobilisation |
1 697,9 |
1 298,9 |
2 996,9 |
||||||
3.2.Non-thematic Special Instruments
3.2.1.Single Margin Instrument
3.2.1.1. Amount of commitment appropriations available under the Single Margin Instrument part 11(1)(a)
In accordance with Article 4(1)(c) of the MFF Regulation, the Commission shall calculate and communicate, as part of the annual technical adjustment of the MFF, the amount available in commitment appropriations under the Single Margin Instrument (SMI) as referred to in point (a) of the first subparagraph of Article 11(1). This amount is calculated for the first time in this communication.
Article 11(1)(a) of the MFF Regulation provides that margins left available below the MFF ceilings for commitment appropriations of year n-1 will be made available over and above the MFF ceilings for commitment appropriations for the years 2022 to 2027.
In the final annual EU budget for 2022, the margin left available under the commitment ceiling amounts to EUR 705,4 million in current prices. The commitments on Special Instruments (including the mobilisation of the SMI parts 11(1)(a) and 11(1)(c)) are not taken into account as they are entered in the budget over and above the MFF ceilings in accordance with Article 2(2) of the MFF Regulation.
According to Article 4(2) of the MFF Regulation, the 2% annual fixed deflator shall be used for the calculation of the technical adjustment. The amount of the remaining margin from 2022 which shall be made available for 2023 corresponds to EUR 705,4 million in current prices in 2022 or EUR 719,5 million in current prices in 2023. In case it is not used in 2023, the SMI available in 2024 will therefore be equal to EUR 733,9 million (in current prices in 2024).
The table below shows the details of the calculation of the SMI originating from 2022.
|
SMI Art 11(1)(a) - originating in 2022 |
||
|
EUR million, current prices |
||
|
(1) |
Ceiling CA 2022 (at 31/12/2022) |
179 765,000 |
|
(2) |
Total authorised appropriations budget 2022 |
182 227,188 |
|
(3)= (4)+(5)+(6)+ +(7)+(8)+(9) |
of which special instruments: |
3 167,613 |
|
(4) |
SEAR (European Union Solidarity Fund + Emergency Aid Reserve) |
1 298,919 |
|
(5) |
European Globalisation Adjustment Fund |
201,332 |
|
(6) |
Brexit Adjustment Reserve |
1 298,919 |
|
(7) |
Flexibility instrument |
368,443 |
|
(8) |
SMI 11(1)(c) mobilised in 2022 (net of offsetting done in 2022) |
- |
|
(9) |
SMI 11(1)(a) mobilised in 2022 |
- |
|
(10)= (1)-(2)+(3) |
SMI 11(1)(a) 2022 (current prices) |
705,426 |
|
(11) |
SMI 11(1)(a) (2018 prices) |
664,738 |
|
(12) = (10)*1,02 |
SMI 11(1)(a) available in 2023 (current prices) |
719,534 |
|
(13)= (12)*1,02 |
SMI 11(1)(a) available in 2024 (current prices) |
733,925 |
The table below shows the details of the availabilities and the use of the SMI since 2021:
|
EUR million |
2021 |
2022 |
2023 |
|
Commitment margin available at year-end (confirmed by annual technical adjustment) |
628,966 |
705,426 |
|
|
Annual SMI art. 11(1)(a) available |
641,545 |
1 373,910 |
|
|
SMI art. 11(1)(a) from 2021 |
641,545 |
654,376 |
|
|
SMI art. 11(1)(a) from 2022 |
719,534 |
||
|
Annual use of SMI art. 11(1)(a) |
0,000 |
280,000 |
|
|
SMI art. 11(1)(a) from 2021 |
0,000 |
280,000 |
|
|
SMI art. 11(1)(a) from 2022 |
|
||
|
Remaining SMI art. 11(1)(a) at year-end |
641,545 |
1 093,910 |
|
|
SMI art. 11(1)(a) from 2021 |
641,545 |
374,376 |
|
|
SMI art. 11(1)(a) from 2022 |
719,534 |
3.2.1.2. Total maximum amounts in commitments and payments that may be mobilised under the Single Margin Instrument parts 11(1)(a) and 11(1)(c).
The total maximum amount referred to in point (a) of the first subparagraph of Article 11(2) is 0,04% of the EU GNI, that is equivalent to EUR 7 078,8 million in 2024.
The total maximum amount referred to in point (b) of the first subparagraph of Article 11(2) is 0,03% of the EU GNI, that is equivalent to EUR 5 309,1 million in 2024.
3.2.2.Flexibility Instrument
According to Article 12 of the MFF Regulation, the Flexibility Instrument can be mobilised up to a maximum annual amount of EUR 915 million in 2018 prices, or EUR 1 030,4 million in current prices for 2024. Any portion of the unused annual amounts of the previous two years may be carried over.
The table below details the annual availabilities of the Flexibility Instrument and, for information, the mobilisation commitment appropriations up to budget 2023 as adopted on 23 November 2022 19 .
|
Flexibility Instrument |
||||||||
|
EUR million |
||||||||
|
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
Total |
|
|
Annual amounts in 2018 prices |
915,0 |
915,0 |
915,0 |
915,0 |
915,0 |
915,0 |
915,0 |
6 405,0 |
|
Annual amounts in current prices |
971,0 |
990,4 |
1 010,2 |
1 030,4 |
1 051,0 |
1 072,1 |
1 093,5 |
7 218,7 |
|
Carried-over from the previous year |
- |
208,6 |
830,6 |
|||||
|
Annual mobilisation |
762,4 |
368,4 |
1 235,7 |
2 366,6 |
||||
|
Carried-over to the following year |
208,6 |
830,6 |
||||||
|
Lapsed |
- |
- |
||||||
The payment schedule of the mobilisations of the Flexibility Instrument up to the adopted budget 2023 as well as of outstanding amounts stemming from mobilisations under the 2014-2020 multiannual financial framework is detailed in the following table.
|
Flexibility Instrument - payment profile (current prices) |
||||||||
|
EUR million |
||||||||
|
Mobilisation origin |
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
Total |
|
MFF 2014-2020 |
583,0 |
207,1 |
122,2 |
0,0 |
0,0 |
0,0 |
0,0 |
912,3 |
|
2021 |
703,5 |
40,9 |
10,3 |
7,6 |
0,0 |
0,0 |
0,0 |
762,4 |
|
2022 |
219,2 |
62,7 |
49,8 |
36,7 |
368,4 |
|||
|
2023 |
752,9 |
279,0 |
120,6 |
83,2 |
1 235,7 |
|||
|
Total |
1 286,6 |
467,2 |
948,1 |
336,4 |
157,3 |
83,2 |
3 278,9 |
|
4.Summary table and conclusions
The tables below summarise the changes to the ceilings for commitment and payment appropriations in the multiannual financial framework based on Articles 2(1), 5 and 11(1)(b) of the MFF Regulation in current and 2018 prices as included in this Communication:
|
EUR million, current prices |
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
2021-2027 |
|
1. Single Market, Innovation and Digital |
614 |
614 |
||||||
|
2. Cohesion, Resilience and Values |
922 |
922 |
||||||
|
2a. Economic, social and territorial cohesion |
0 |
|||||||
|
2b. Resilience and Values |
922 |
922 |
||||||
|
3. Natural Resources and Environment |
0 |
|||||||
|
of which: Market related expenditure and direct payments |
-1 046 |
-1 117 |
-1 222 |
-1 396 |
-4 781 |
|||
|
4. Migration and Border Management |
154 |
154 |
||||||
|
5. Security and Defence |
0 |
|||||||
|
6. Neighbourhood and the World |
0 |
|||||||
|
7. European Public Administration |
0 |
|||||||
|
of which: Administrative expenditure of the institutions |
0 |
|||||||
|
Total change in commitment appropriations |
0 |
0 |
0 |
1 690 |
0 |
0 |
0 |
1 690 |
|
Total change in payment appropriations |
0 |
-4 024 |
0 |
1 690 |
1 424 |
1 452 |
1 481 |
2 023 |
|
EUR million, 2018 prices |
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
2021-2027 |
|
1. Single Market, Innovation and Digital |
545 |
545 |
||||||
|
2. Cohesion, Resilience and Values |
819 |
819 |
||||||
|
2a. Economic, social and territorial cohesion |
0 |
|||||||
|
2b. Resilience and Values |
819 |
819 |
||||||
|
3. Natural Resources and Environment |
0 |
|||||||
|
of which: Market related expenditure and direct payments |
-929 |
-972 |
-1 043 |
-1 168 |
-4 112 |
|||
|
4. Migration and Border Management |
136 |
136 |
||||||
|
5. Security and Defence |
0 |
|||||||
|
6. Neighbourhood and the World |
0 |
|||||||
|
7. European Public Administration |
0 |
|||||||
|
of which: Administrative expenditure of the institutions |
0 |
|||||||
|
Total change in commitment appropriations |
0 |
0 |
0 |
1 500 |
0 |
0 |
0 |
1 500 |
|
Total change in payment appropriations |
0 |
-3 718 |
0 |
1 500 |
1 239 |
1 239 |
1 239 |
1 500 |
EUROPEAN COMMISSION
Brussels, 6.6.2023
COM(2023) 320 final
ANNEX
to the
COMMUNICATION FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT AND THE COUNCIL
Technical adjustment of the multiannual financial framework for 2024 in accordance with Article 4 of Council Regulation (EU, Euratom) 2020/2093 laying down the multiannual financial framework for the years 2021 to 2027
Table 1 MULTIANNUAL FINANCIAL FRAMEWORK (EU 27) ADJUSTED FOR 2024 – 2018 prices
|
(EUR million - 2018 prices) |
||||||||
|
COMMITMENT APPROPRIATIONS |
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
Total
|
|
1 Single Market, Innovation and Digital |
19 712 |
20 211 |
19 678 |
19 178 |
18 518 |
18 646 |
18 473 |
134 416 |
|
2 Cohesion, Resilience and Values |
5 996 |
62 642 |
63 525 |
65 079 |
65 286 |
56 787 |
58 809 |
378 124 |
|
2a Economic, social and territorial cohesion |
1 666 |
56 673 |
57 005 |
57 436 |
57 874 |
48 414 |
49 066 |
328 134 |
|
2b Resilience and Values |
4 330 |
5 969 |
6 520 |
7 643 |
7 412 |
8 373 |
9 743 |
49 990 |
|
3 Natural Resources and Environment |
53 562 |
52 626 |
51 893 |
51 013 |
50 107 |
48 932 |
48 161 |
356 294 |
|
Of which: Market related expenditure and direct payments |
38 040 |
37 544 |
36 857 |
36 054 |
35 401 |
34 729 |
34 015 |
252 640 |
|
4 Migration and Border Management |
1 687 |
3 104 |
3 454 |
3 569 |
3 820 |
3 682 |
3 736 |
23 052 |
|
5 Security and Defence |
1 598 |
1 750 |
1 762 |
1 779 |
1 952 |
2 078 |
2 263 |
13 182 |
|
6 Neighbourhood and the World |
15 309 |
15 522 |
14 789 |
14 056 |
13 323 |
12 592 |
12 828 |
98 419 |
|
7 European Public Administration |
10 021 |
10 215 |
10 342 |
10 454 |
10 554 |
10 673 |
10 843 |
73 102 |
|
Of which: Administrative expenditure of the institutions |
7 742 |
7 878 |
7 945 |
7 997 |
8 025 |
8 077 |
8 188 |
55 852 |
|
TOTAL COMMITMENT APPROPRIATIONS |
107 885 |
166 070 |
165 443 |
165 128 |
163 560 |
153 390 |
155 113 |
1 076 589 |
|
as a percentage of GNI |
0.82% |
1.20% |
1.12% |
1.05% |
1.02% |
0.94% |
0.93% |
1.01% |
|
TOTAL PAYMENT APPROPRIATIONS |
154 065 |
153 850 |
152 682 |
151 436 |
151 175 |
151 175 |
151 175 |
1 065 558 |
|
as a percentage of GNI |
1.18% |
1.12% |
1.03% |
0.96% |
0.94% |
0.92% |
0.91% |
1.01% |
Table 2 MULTIANNUAL FINANCIAL FRAMEWORK (EU 27) ADJUSTED FOR 2024 – current prices
|
(EUR million - current prices) |
||||||||
|
COMMITMENT APPROPRIATIONS |
2021 |
2022 |
2023 |
2024 |
2025 |
2026 |
2027 |
Total
|
|
1. Single Market, Innovation and Digital |
20 919 |
21 878 |
21 727 |
21 598 |
21 272 |
21 847 |
22 077 |
151 318 |
|
2 Cohesion, Resilience and Values |
6 364 |
67 806 |
70 137 |
73 289 |
74 993 |
66 536 |
70 283 |
429 408 |
|
2a Economic, social and territorial cohesion |
1 769 |
61 345 |
62 939 |
64 683 |
66 479 |
56 725 |
58 639 |
372 579 |
|
2b Resilience and Values |
4 595 |
6 461 |
7 198 |
8 606 |
8 514 |
9 811 |
11 644 |
56 829 |
|
3 Natural Resources and Environment |
56 841 |
56 965 |
57 295 |
57 449 |
57 558 |
57 332 |
57 557 |
400 997 |
|
Of which: Market related expenditure and direct payments |
40 368 |
40 639 |
40 693 |
40 603 |
40 665 |
40 691 |
40 651 |
284 310 |
|
4 Migration and Border Management |
1 791 |
3 360 |
3 814 |
4 020 |
4 387 |
4 315 |
4 465 |
26 152 |
|
5 Security and Defence |
1 696 |
1 896 |
1 946 |
2 004 |
2 243 |
2 435 |
2 705 |
14 925 |
|
6 Neighbourhood and the World |
16 247 |
16 802 |
16 329 |
15 830 |
15 304 |
14 754 |
15 331 |
110 597 |
|
7 European Public Administration |
10 635 |
11 058 |
11 419 |
11 773 |
12 124 |
12 506 |
12 959 |
82 474 |
|
Of which: Administrative expenditure of the institutions |
8 216 |
8 528 |
8 772 |
9 006 |
9 219 |
9 464 |
9 786 |
62 991 |
|
TOTAL COMMITMENT APPROPRIATIONS |
114 493 |
179 765 |
182 667 |
185 963 |
187 881 |
179 725 |
185 377 |
1 215 871 |
|
as a percentage of GNI |
0.82% |
1.20% |
1.12% |
1.05% |
1.02% |
0.94% |
0.93% |
1.01% |
|
TOTAL PAYMENT APPROPRIATIONS |
163 496 |
166 534 |
168 575 |
170 543 |
173 654 |
177 126 |
180 668 |
1 200 596 |
|
as a percentage of GNI |
1.18% |
1.12% |
1.03% |
0.96% |
0.94% |
0.92% |
0.91% |
1.01% |