The ESF is Europe’s main instrument for supporting Jobs; helping people get better jobs and ensuring fairer job opportunities for all EU citizens. It works by investing in Europe’s human capital – its workers, its young people and all those seeking a job. The ESF has legal basis in the Treaty as one of the EU Structural Funds aiming to strengthen the EU’s economic, social and territorial cohesion and reduce disparities between regions. Its goal is to “improve work opportunities and contribute to raising the standard of living”.
For 60 years now, the ESF has been promoting employment, improving skills and fostering social inclusion. It is estimated that the Fund helps 10 million people every year to get (back) into work, improve their skills or get out of poverty and social exclusion to fully participate in society. The ESF funded tens of thousands of local, regional and national employment-related projects throughout Europe: from small projects run by neighbourhood charities to help local people find suitable work, to nationwide projects that promote vocational training among the whole population. There are projects aimed at education systems, teachers and schoolchildren; at young and older job-seekers; and at potential entrepreneurs from all backgrounds.
Creating more and better jobs and a socially inclusive society are the goals at the core of the Europe 2020 strategy for generating smart, sustainable and inclusive growth in the EU. The ESF is playing an important role in mitigating the consequences of the economic crisis – the rise in unemployment and poverty levels. Priorities are to boost the adaptability of workers with new skills, and enterprises with new ways of working; to improve the access to employment by helping young people make the transition from school to work, or training less-skilled job-seekers to improve their job prospects; and to help disadvantaged groups to get jobs. This is part of enhancing ‘social inclusion’, helping people integrate better into society and everyday life.
The ESF+ is the new simpler (in terms of reducing administrative burden on national authorities or organisations benefiting from ESF+ measures) but stronger version of the ESF.
It is the result of a merging of the ESF, the Youth Employment Initiative (YEI), the Fund for Aid to the Most Deprived (FEAD) and the EU Programme for Employment and Social Innovation (EaSI).
It will be a key financial instrument to implement the European Pillar of Social Rights (EPSR – the 20 principles that will guide the actions under ESF+), within the 3 main fields:
It will support Member States to invest in reforms in line with the country-specific recommendations (CSRs) and employment guidelines. Under the political agreement, the ESF + will:
Specific objectives under the proposed common provisions regulation policy:
Some topics are not new but are more prominent than before: social economy, skills forecasting, digital skills, early childhood education and care.
To help repair the economic and social damage brought by the coronavirus pandemic, the EC proposed on 26 May 2020 a major recovery plan for Europe based on harnessing the full potential of the EU budget, amending the original ESF + proposal. The ESF+ will support Member States in tackling the crisis caused by the coronavirus pandemic, and achieving high employment levels, fair social protection and a skilled and resilient workforce ready for the transition to a green and digital economy.
The budget, i.e. the Financial Annex submitted with the Full Application for an ESF project is usually rather complex and detailed. When creating a budget to submit with an application, an applicant needs to divide all costs between direct and indirect costs. The minimum information an applicant needs to provide for the project budget is Total Project Costs, Total Project Yearly Breakdown, Yearly Breakdown For Each Delivery Partner (if there are any) and Staff Costs Master List (with the hourly rate information where applicable). Both match funding and ESF should be included in the budget. At Project level, the yearly total and project total figures for ESF Direct Staff Costs, ESF Other Direct Costs (if applicable) and Flat Rate Indirect Costs (if applicable) should match the same figures in the Financial Annex submitted with the Full Application. The Financial Annex is detailed presentation of the Total Project Costs broken into separate budget headings and budget lines for each budget item. Direct costs are the costs directly related to the running of the project. A beneficiary will have to provide evidence for all of these items if he/she wishes to claim back the money. This will include:
Indirect costs are the costs that cover the overheads and office costs that cannot be directly related to the ESF+ project. The total amount of money to be spent on indirect costs will usually be 15% of the direct staff costs and will form part of the total project costs. A beneficiary doesn’t need to provide evidence for items that are included in indirect costs. These items include costs such as:
All ESF+ funded programmes will need to use the Simplified Cost Option (SCO) when working out their direct and indirect costs. When using the SCO one must use either the 15% Flat Rate Indirect Costs or the 40% Flat Rate Indirect Costs. Both options cannot be used in one budget. If using the 15% Flat Rate Indirect Costs, the applicant must ensure to include all applicable costs in Other Direct Costs in addition to Staff Costs. If using the 40% Flat Rate Indirect Costs, the applicant must ensure that the only other costs in the granular budget are Staff Costs. This method is useful if most of the project expenditure is staffing costs and there are not many other direct project costs associated with the project. It will allow a beneficiary to cover more of the indirect costs than the 15% option, but he/she will have limited funds to cover other direct project costs. Where staff roles are to be recruited in future, estimated costs must be realistic and aligned with the relevant Job Description/Recruitment Advert. The job roles must match those within the project organogram. Volunteer Staff Costs must be calculated as per the wage rates set out in the ESF Eligibility Rules. If an individual will be working 100% of their working time on the project, the applicant claims for their whole salary and add on costs. If an individual works part of their working time on the project, the applicant will need to use the hourly rate calculator to work out the amount that can be claimed for their time on the project. In that case, the staff will also need to produce detailed timesheets of what hours they have spent on the project and what activities they were completing. Staff Costs for individuals working part of their time on the project must be calculated using the 1720 hourly rate calculation set out in the ESF Programme Guidance and ESF National Eligibility Rules, i.e. the hourly rate is calculated by dividing the gross pay of an individual’s salary by 1720. When entering information in the All Project Staff Costs List the staff cost methodology must also be entered. If using the “Other” selection at any point in the Granular Budget, it’s necessary to provide a narrative explanation in the Full Application as to what these ‘other’ costs are and why the applicant considers these to be eligible under the ESF Eligibility Rules. The costs in individual years should equal the total budget overview and the financial annex (if applicable). If descriptors are required for costs, the applicant uses the blank cells under the different costs the descriptor is related to.
Clearly define a specific problem to be addressed.
Provide updated and detailed data (statistics, data) for the “context” section.
Clearly identify your target group and ways to reach it.
Show the project impact using realistic indicators.
Deliver practical outputs useful for the Justice operators/stakeholders.
Limit the partnership to the minimum eligibility requirements.
Include partners without clear roles.
Foresee too many deliverables.
Include too many project meetings.
Include a general/vague dissemination strategy or describe the benefits for the target groups in a general way