# Operating budgetary balances

## Methodology and calculation

Data on EU expenditure allocated by Member State and Member States’ payments to the EU budget allow the calculation of Member States’ operating budgetary balances. In this context it is, however, important to point out that constructing estimates of operating budgetary balances is merely an accounting exercise of certain financial costs and benefits that each Member State derives from the Union. This accounting allocation, among other drawbacks, is non-exhaustive and gives no indication of many of the other benefits gained from EU policies such as those relating to the internal market and economic integration, not to mention political stability and security. The operating budgetary balance of each Member State is established by calculating the difference between the operating expenditure (excluding administration)1 allocated to each Member State, and the adjusted ‘national contribution’2 of each Member State as follows:

OBB = TAEi − H5i − TNCi • ( ( TAEEU − H5EU ) / TNCEU )
where:

OBB: operating budgetary balance of MS i , with i = MSi or i = EU for the EU as a whole;

TAEi: total allocated expenditure of MS i , with i = MSi or i = EU for the EU as a whole;

H5i: administrative expenditures allocated to MS i , with i = MSi or i = EU for the EU as a whole;

TNCi: total national contribution of MS i , with i = MSi or i = EU for the EU as a whole;

## Numerical example:2013 Operating Budgetary Balance of Belgium

TAEBE = 7 209.5 mln EUR;
H5BE = 4 734.7 mln EUR;
TNCBE = 3 931.3 mln EUR;
TAEEU = 134 656.1 mln EUR;
H5EU = 7 600.4 mln EUR;
TNCEU = 124 378.3 mln EUR

OBBBE = 7 209.5 - 4 734.7 - 3 931.3 • ( ( 134 656.1 - 7 600.4) / 124 378.3 )
= - 1 541.1 mln EUR

Operating budgetary balances — hereafter detailed — show the relation between the share of a Member State in total allocated EU operating expenditure and its share in 'national contributions'.

#### 2000-2013 Operating budgetary balances

Pop out table
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 (*) 2010 2011 2012 2013 average in 2007-13 2007 (***) 2008 (***) 2009 (****)
mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio EUR % GNI mio. EUR % GNI (**) mio EUR % GNI mio EUR % GNI mio EUR % GNI
EU 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% 0.0 0.00% n.a n.a 0.0   0.0   0.0
BE -323.2 -0.13% -745.2 -0.28% -517.7 -0.19% -779.7 -0.28% -536.1 -0.18% -607.5 -0.20% -709.9 -0.22% -868.2 -0.26% -720.6 -0.21% -1 663.9 -0.49% -1 466.4 -0.41% -1 369.6 -0.37% -1 493.7 -0.40% -1 541.1 -0.40% -1 303.40 -0.36 -965.9 -0.28% -838.7 -0.24% -1 452.7 -0.43%
BG                             +335.1 +1.17% +669.6 +1.98% +624.2 +1.83% +895.5 +2.53% +725.4 +1.95% +1 329.7 +3.39% +1 529.0 +3.91% 872.7 2.47 +327.7 +1.15% +658.7 +1.95% +642.2 +1.88%
CZ                 +272.2 +0.31% +178.0 +0.18% +386.2 +0.34% +656.7 +0.54% +1 178.0 +0.80% +1 702.5 +1.28% +2 079.3 +1.50% +1 455.2 +1.00% +3 045.2 +2.15% +3 401.1 +2.44% 1 931.10 1.4 +625.6 +0.51% +1 133.9 +0.77% +1 776.8 +1.34%
DK +239.6 +0.14% -223.1 -0.13% -169.1 -0.09% -220.0 -0.12% -224.6 -0.11% -265.3 -0.13% -505.2 -0.23% -604.4 -0.26% -543.2 -0.23% -969.5 -0.43% -615.3 -0.25% -836.6 -0.34% -1 126.0 -0.45% -1 277.1 -0.49% -853.1 -0.35 -673.7 -0.29% -625.2 -0.26% -821.0 -0.36%
DE -8 232.4 -0.41% -6 971.5 -0.34% -4 954.0 -0.24% -7 605.4 -0.36% -7 140.4 -0.32% -6 064.3 -0.27% -6 325.2 -0.27% -7 415.2 -0.30% -8 774.3 -0.35% -6 357.5 -0.26% -9 223.6 -0.36% -9 002.5 -0.34% -11 953.8 -0.44% -13 824.8 -0.49% -9 507.40 -0.37 -6 521.5 -0.26% -7 836.0 -0.31% -8 107.3 -0.33%
EE                 +145.0 +1.57% +154.3 +1.43% +176.4 +1.39% +226.2 +1.51% +227.4 +1.47% +573.0 +4.23% +672.7 +4.96% +350.4 +2.28% +785.3 +4.74% +771.4 +4.33% 515.2 3.36 +222.3 +1.48% +222.0 +1.44% +582.0 +4.37%
IE +1 719.5 +1.89% +1 198.3 +1.21% +1 574.1 +1.45% +1 559.0 +1.30% +1 593.8 +1.24% +1 136.6 +0.81% +1 080.5 +0.69% +662.1 +0.40% +566.1 +0.36% -47.5 -0.04% +803.9 +0.60% +383.8 +0.29% +670.6 +0.50% +279.1 +0.20% 474 0.33 +619.0 +0.38% +512.6 +0.33% +47.0 +0.04%
EL +4 380.6 +3.19% +4 503.6 +3.08% +3 375.7 +2.17% +3 358.3 +1.97% +4 163.3 +2.28% +3 900.5 +2.05% +5 102.3 +2.50% +5 437.2 +2.51% +6 279.7 +2.78% +3 121.0 +1.38% +3 597.4 +1.67% +4 622.6 +2.28% +4 544.9 +2.33% +5 340.7 +2.94% 4 706.20 2.25 +5 382.9 +2.48% +6 201.0 +2.75% +3 251.5 +1.44%
ES +5 263.6 +0.84% +7 661.2 +1.14% +8 859.4 +1.23% +8 704.9 +1.12% +8 502.3 +1.02% +6 017.8 +0.67% +3 811.7 +0.39% +3 651.8 +0.36% +2 813.2 +0.27% +1 181.7 +0.12% +4 100.9 +0.40% +2 995.0 +0.29% +3 999.0 +0.39% +3 058.3 +0.30% 3 114.30 0.3 +3 379.4 +0.33% +2 460.8 +0.23% +1 794.3 +0.17%
FR -676.6 -0.05% -2 043.4 -0.13% -2 218.4 -0.14% -1 976.1 -0.12% -3 050.7 -0.18% -2 883.5 -0.17% -3 012.5 -0.16% -2 997.3 -0.16% -3 842.7 -0.20% -5 872.7 -0.31% -5 534.8 -0.28% -6 405.8 -0.31% -8 297.5 -0.40% -8 445.7 -0.40% -5 913.80 -0.3 -3 500.9 -0.18% -4 494.9 -0.23% -4 739.4 -0.25%
HR                                                     +49.6 +0.12% n.a n.a.
IT +1 231.2 +0.10% -2 030.9 -0.16% -2 917.1 -0.23% -849.8 -0.06% -2 946.9 -0.21% -2 199.0 -0.15% -1 731.8 -0.12% -2 013.5 -0.13% -4 101.4 -0.26% -5 058.5 -0.33% -4 534.0 -0.29% -5 933.0 -0.38% -5 058.1 -0.32% -3 789.9 -0.24% -4 355.50 -0.28 -2 479.7 -0.16% -4 636.6 -0.30% -4 079.2 -0.27%
CY                 +63.5 +0.53% +90.3 +0.69% +102.4 +0.73% -10.5 -0.07% -17.7 -0.10% -2.3 -0.01% +10.6 +0.06% +6.9 +0.04% -25.2 -0.15% +40.4 +0.25% 0.3 0 -14.5 -0.10% -23.1 -0.14% +6.9 +0.04%
LV                 +197.7 +1.81% +263.9 +2.07% +255.5 +1.65% +488.8 +2.40% +407.0 +1.80% +501.5 +2.52% +674.2 +3.67% +731.3 +3.59% +955.9 +4.30% +801.2 +3.44% 651.4 3.1 +483.7 +2.38% +399.5 +1.76% +513.6 +2.58%
LT                 +369.3 +2.06% +476.4 +2.31% +585.3 +2.48% +793.2 +2.87% +842.6 +2.68% +1 493.3 +5.51% +1 358.4 +5.00% +1 368.0 +4.59% +1 514.0 +4.75% +1 514.5 +4.54% 1 269.10 4.26 +785.9 +2.84% +832.3 +2.65% +1 510.6 +5.57%
LU -54.6 -0.28% -140.0 -0.70% -48.1 -0.24% -57.2 -0.29% -93.6 -0.39% -86.8 -0.33% -60.2 -0.23% -139.8 -0.46% -22.1 -0.07% -100.2 -0.43% -41.9 -0.15% -75.0 -0.26% -79.5 -0.27% -69.4 -0.22% -75.4 -0.26 -147.8 -0.49% -31.9 -0.11% -82.8 -0.35%
HU                 +193.4 +0.25% +590.1 +0.70% +1 115.0 +1.32% +1 605.9 +1.74% +1 111.7 +1.13% +2 719.4 +3.11% +2 748.4 +3.00% +4 418.3 +4.71% +3 280.4 +3.58% +4 954.5 +5.33% 2 977.00 3.21 +1 578.1 +1.71% +1 078.9 +1.09% +2 772.1 +3.17%
MT                 +45.0 +0.98% +90.0 +1.91% +101.0 +2.01% +28.1 +0.52% +30.0 +0.52% +8.6 +0.16% +52.9 +0.88% +67.0 +1.05% +71.4 +1.11% +88.0 +1.31% 49.4 0.82 +26.7 +0.49% +28.2 +0.49% +11.7 +0.21%
NL -1 543.9 -0.36% -2 259.9 -0.50% -2 171.3 -0.46% -1 942.2 -0.40% -2 034.9 -0.40% -2 636.6 -0.51% -2 587.6 -0.47% -2 864.3 -0.49% -2 678.2 -0.46% +117.7 +0.02% -1 833.1 -0.32% -2 214.0 -0.37% -2 364.5 -0.39% -2 675.1 -0.45% -2 073.10 -0.35 -1 766.4 -0.30% -1 551.0 -0.27% -2 026.2 -0.36%
AT -435.5 -0.21% -542.4 -0.26% -212.6 -0.10% -330.9 -0.15% -365.1 -0.16% -277.9 -0.11% -301.5 -0.12% -563.2 -0.21% -356.4 -0.13% -402.1 -0.15% -677.0 -0.24% -805.1 -0.27% -1 073.3 -0.35% -1 251.7 -0.40% -732.7 -0.25 -545.5 -0.20% -341.4 -0.12% -431.5 -0.16%
PL                 +1 438.3 +0.72% +1 853.2 +0.77% +2 997.6 +1.13% +5 136.4 +1.71% +4 441.7 +1.25% +6 337.1 +2.11% +8 427.5 +2.47% +10 975.1 +3.09% +11 997.2 +3.29% +12 237.1 +3.29% 8 507.50 2.49 +5 060.4 +1.69% +4 330.3 +1.22% +6 488.5 +2.16%
PT +2 128.2 +1.71% +1 773.8 +1.35% +2 682.7 +1.94% +3 476.3 +2.45% +3 124.0 +2.11% +2 378.0 +1.56% +2 291.7 +1.47% +2 474.4 +1.51% +2 695.1 +1.63% +2 150.7 +1.33% +2 622.6 +1.57% +2 983.7 +1.81% +5 027.2 +3.13% +4 416.7 +2.72% 3 195.80 1.95 +2 433.4 +1.48% +2 642.1 +1.59% +2 242.8 +1.39%
RO                             +595.8 +0.50% +1 581.0 +1.16% +1 692.5 +1.45% +1 245.2 +1.01% +1 451.5 +1.12% +2 031.6 +1.57% +4 142.8 +2.99% 1 820.10 1.43 +562.0 +0.47% +1 537.9 +1.13% +1 755.8 +1.51%
SI                 +109.7 +0.41% +101.5 +0.36% +142.8 +0.47% +88.6 +0.26% +113.8 +0.31% +241.9 +0.69% +424.1 +1.21% +490.1 +1.37% +572.2 +1.64% +429.2 +1.22% 337.1 0.96 +80.3 +0.24% +102.1 +0.28% +261.6 +0.75%
SK                 +169.2 +0.52% +270.9 +0.72% +323.2 +0.75% +617.8 +1.16% +725.6 +1.15% +542.1 +0.87% +1 349.6 +2.10% +1 160.6 +1.72% +1 597.0 +2.30% +1 287.4 +1.83% 1 040.00 1.62 +603.1 +1.14% +705.7 +1.12% +580.2 +0.93%
FI +275.9 +0.21% -153.0 -0.11% -4.9 -0.00% -26.7 -0.02% -69.6 -0.05% -84.8 -0.05% -241.0 -0.14% -171.6 -0.10% -318.5 -0.17% -544.2 -0.31% -300.2 -0.17% -652.1 -0.34% -658.8 -0.34% -604.0 -0.31% -464.2 -0.25 -223.2 -0.12% -383.3 -0.21% -430.3 -0.25%
SE -1 058.7 -0.40% -982.9 -0.39% -750.4 -0.28% -945.6 -0.33% -1 059.8 -0.36% -866.9 -0.29% -856.6 -0.27% -994.8 -0.29% -1 463.1 -0.42% -85.6 -0.03% -1 211.4 -0.34% -1 325.4 -0.34% -1 925.1 -0.46% -2 220.7 -0.51% -1 318.00 -0.36 -620.2 -0.18% -1 090.7 -0.32% -704.2 -0.24%
UK -2 913.7 -0.18% +955.4 +0.06% -2 528.4 -0.15% -2 364.9 -0.14% -2 864.9 -0.16% -1 529.0 -0.08% -2 140.2 -0.11% -4 155.3 -0.20% -844.3 -0.05% -1 903.3 -0.12% -5 625.9 -0.32% -5 565.6 -0.31% -7 366.1 -0.38% -8 641.7 -0.46% -4 871.70 -0.26 -4 711.3 -0.23% -993.0 -0.05% -1 362.9 -0.09%

• Operating budgetary balances' are calculated, for a given Member State, as the difference between allocated operating expenditure (i.e. exluding administration) and own resources payments (excluding TOR).
• These payments are adjusted to sum up to total allocated operating expenditure (as for calculating the UK correction), so that operating budgetary balances add up to zero.
• Please refer to the numerical example for details on the above calculations. Series as a percentage of GNI are calculated on the basis of GNI data, as published by DG ECFIN in its spring 2013 economic forecasts.
• The positive operating budgetary balance of the United Kingdom in 2001 is due to the particularly high amount of the UK corrections budgeted in this year.

(*) including the adjustment relating to the implementation of the ORD 2007
(**) Average OBB divided by average GNI of 2007-13 of each MS
(***) including p.m. the retroactive effect of ORD 2007
(****) without p.m. the adjustment relating to the implementation of the ORD 2007

1 In accordance with point 75 of the conclusions of the 1999 European Council in Berlin, ‘When referring to budgetary imbalances, the Commission, for presentational purposes, will base itself on operating expenditure’.
2 As for the calculation of the UK correction, it is not the actual ‘national contribution’ of Member States (i.e. own resources payments, excluding TOR) but the related allocation key, i.e. each Member State’s share in total ‘national contributions’ which is used for the calculation of operating budgetary balances. Total ‘national contributions’ are adjusted to equal total EU operating allocated expenditure, so that operating budgetary balances sum up to zero. Traditional own resources (TOR, i.e. customs duties and sugar levies) are not included in the calculation of net balances. Since TOR result directly from the application of common policies, such as the common agricultural policy and the Customs union, TOR are not considered as ‘national contributions’ but as pure EU revenue. Furthermore, the economic agent bearing the burden of the customs duty imposed is not always a resident of the Member States collecting the duty.