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Guidelines on SCOs within ESI - Revised version 27/5/2021 (27/05/2021)
This document provides technical guidance on costs declared on the basis of a flat rate, lump sums and standard scales of unit costs (hereinafter referred to as Simplified Cost Options) applicable to the ESI Funds and aims at sharing good practices with a view to encouraging Member States to use them. It covers the possibilities offered by the legal framework of the ESI Funds for the 2014-2020 programming period.
Access to social protection for workers and the self-employed Best practice examples from EU Member States (25/01/2019)
This publication is a collection of best practice examples showing how European Member States are improving access to social protection for workers and the self-employed. The publication was developed by, and aimed for national authorities and social partners to support the implementation of social protections measures under the European Pillar of Social Rights.
European Structural and Investment Funds 2014-2020 - 2018 Summary report of the programme annual implementation reports covering implementation in 2014-2017 (19/12/2018)
This Report provides the third annual overview of the implementation of the more than 530 shared management (national and regional) programmes based on the annual programme reports received in mid-2018. Specifically, it summarises available performance information covering implementation in the years 2014 to 2017.
Developing ‘Off-the-Shelf’ Simplified Cost Options (SCOs) under Article 14.1 of the European Social Fund (ESF) regulation – Final Report (25/09/2018)
This study recommends off-the-shelf simplified cost options which could be used by Member States to claim reimbursement of ESF spending from the Commission. The scope covers training of the employed and unemployed and employment counselling services. The rates set out are based on statistical data collected by Eurostat and are designed to be as simple and flexible as possible for Member States to apply. The objective is that by using such simplified costs, Member States can considerably reduce the administrative burden and errors associated with implementing the ESF.
Use and intended use of simplified cost options in European Social Fund (ESF), European Regional Development Fund (ERDF), Cohesion Fund (CF) and European Agricultural Fund for Rural Development (EAFRD) (25/06/2018)
This study assesses the use and intended use of Simplified Cost Options (SCOs) across Member States (MS) and ESI Funds1 . The study is based on an online survey carried out between September and October 2017 of all EAFRD, ESF and ERDF-CF Managing Authorities (MAs), including MAs of multi fund programmes. The study reflects MAs’ opinions and uses the data MA have provided. The study shows that between 2014 and 2017 the large majority of ESIF MAs used SCOs (64% of EAFRD Rural Development Programmes (RDPs), 73% of ERDF-CF Operational Programmes (OPs) and 95% of ESF OPs. In terms of projects, the number of projects using SCO is 19% for EAFRD, 65% for ESF, 50% for ERDF and 25% for CF. SCOs are expected to be used even more as from 2018. It is expected that at the end of the programming period SCOs will cover approximately 33% of ESF, 2% of EAFRD and 4% of ERDF-CF budget. In the case of ERDF-CF, the use of SCO is higher for ETC programmes.
Toolbox 2017 edition - Quality of Public administration (14/11/2017)
The Toolbox aims to support, guide and encourage those who want to modernise public administrations in support of prosperous, fair and resilient societies. It is intended as a reference and resource by pointing readers to existing EU policies and international practices, illustrated by inspirational case studies. The Toolbox 2017 edition is fully updated, building on user feedback and demand for more detailed information, as well as wider coverage of topics. It includes more recent policy developments and refreshed case studies.
Simplified Cost Options in the European Social Fund - Promoting simplification and result-orientation (02/12/2016)
Simplified Cost Options (SCOs) change how we reimburse expenditure under ESF projects. Rather than paying on the basis of real costs backed up with invoices and receipts, we pay on the basis of pre-defined standard scales of unit costs, flat rate or lump sum payments. SCOs are proven to reduce the error rate for the programme and also to reduce the administrative burden for Member States and beneficiaries. They can also help put a greater focus on the outputs and results achieved. This report reviews the current and planned take-up of SCOs. It summarises outcomes for the 2007-2013 period and the regulatory improvements on SCOs for the 2014-2020 period. It presents an overview of the planned implementation of SCOs during the current programming period, and the benefits that national authorities derive from them. Finally, it looks at what else needs to be done to increase the use of SCOs. The results represent the most comprehensive estimate available of the use of the SCOs in the ESF.
The EU Youth Employment Initiative - Investing in young people (25/11/2016)
This brochure describes how the Youth Employment Initiative (YEI) supports measures aiming to reduce youth unemployment in the worst affected areas of the EU. It explains the relationship between the YEI and Youth Guarantee schemes, shows how the YEI complements other EU funding instruments such as the European Social Fund (ESF) and highlights the YEI’s achievements so far. The brochure also showcases a selection of the varied projects that are benefiting from YEI funding.
Study: The implementation of the performance frameworks in 2014-2020 ESI Funds (03/10/2016)
The performance framework (PF) and performance reserve have been included as compulsory elements in programmes in the 2014-2020 programming period of the European Structural and Investment (ESI) Funds in order to ensure that programmes are kept on track to achieve their objectives and that progress can be adequately measured. This report provides a synthesis covering the manner in which the provisions relating to the PF and the performance reserve are reflected in all Partnership Agreements (PA), operational programmes (OP) under the Investment for Growth and Jobs Goal (IGJ) financed by the European Regional Development Fund (ERDF) and the Cohesion Fund (CF), including multi-fund programmes co-financed by the European Social Fund (ESF), and the European Territorial Cooperation (ETC) programmes financed by the ERDF.
Study: The implementation of the provisions in relation to the ex-ante conditionalities during the programming phase of the European Structural and Investment (ESI) Funds (03/10/2016)
The study reviews the implementation of the ex-ante conditionalities that were introduced in the Regulations of the 2014-2020 European Structural and Investment Funds and were assessed through the Partnership Agreements and Operational Programmes developed to deliver those funds.
Fondo Social Europeo: Invirtiendo en las personas (03/10/2016)
Esta publicación explica cómo funciona el FSE, presenta los resultados obtenidos desde el período de financiación 2007-2013 hasta la fecha, así como algunos ejemplos de la vida real sobre cómo el Fondo ha ayudado a algunos de los millones de personas que apoya cada año.
Synthesis report on the ‘Pilot projects to carry out ESF related counterfactual impact evaluations’ (01/07/2016)
The evaluation report reviews a positive impact of active labour market policies on employment and of vocational training on youth. Eight ESF funded projects were chosen as pilot projects to measure the causal effects of European Social Fund policies and were discussed at a conference held in Brussels on 12 November 2015.
Study: The use of new provisions during the programming phase of the European Structural and Investment Funds (31/05/2016)
The analysis of all the 28 Partnership Agreements and of 292 operational and co-operation programmes for the 2014-2020 period financed by the European Regional Development Fund, the Cohesion Fund and the European Social Fund, completed with a survey of managing authorities and interviews at European, national and regional levels, revealed that the new regulatory framework has significantly altered the Member States’ approach to programming.
Background note: Support to asylum seekers under the European Social Fund and the Fund for European Aid to the Most Deprived (25/09/2015)
The objective of this note is therefore to clarify the scope of support which the European Social Fund (ESF) and the Fund for European Aid to the Most Deprived (FEAD) can provide to asylum seekers at different stages since their arrival in the Union. It also intends to clarify the differences between these two funds and other Union instruments that provide targeted support to asylum seekers, notably the Asylum, Migration and Integration Fund (AMIF), and provides guidance on how complementarities and synergies between the different funds can be achieved.
Orientación sobre planes de acción conjuntos (15/06/2015)
En la Orientación sobre planes de acción conjuntos (PAC), se proporciona información general sobre por qué y cuándo deben usarse los PAC, cuáles son sus características principales y quién puede beneficiarse de ellos.
Orientación sobre los baremos estándar de costes unitarios y los importes a tanto alzado adoptados de conformidad con el artículo 14, apartado 1, del Reglamento UE nº 1304/2013 (12/06/2015)
En la Orientación sobre los baremos estándar de costes unitarios y los importes a tanto alzado adoptados de conformidad con el artículo 14, apartado 1, del Reglamento del FSE, se proporciona información general sobre este nuevo tipo de opciones de costes simplificados, se destacan las ventajas de este artículo y se explica cuándo se puede utilizar.
Orientaciones para los beneficiarios de los Fondos Estructurales y de Inversión Europeos y otros instrumentos relacionados de la UE (02/12/2014)
Las presentes orientaciones para beneficiarios no pretenden ser un compendio exhaustivo de los fondos disponibles de la UE. Se basan en el Marco Estratégico Común (anexo 1 del Reglamento (UE) nº 1303/2013) que establece las bases para una mejor coordinación entre los Fondos EIE y otros instrumentos de la UE.
Orientaciones para la aplicación de la Iniciativa sobre Empleo Juvenil (23/09/2014)
Este documento de orientación sobre los objetivos de la IEJ va dirigido especialmente a las autoridades de gestión del FSE responsables de la aplicación de la Iniciativa. Presenta una visión general de las normas aplicables centrándose en la población objetivo, los aspectos de la programación, el ámbito de aplicación y las normas financieras de la IEJ.
Investing in people: EU funding for employment and social inclusion (28/07/2014)
Volume 7 of the Social Europe guide focuses on EU funding instruments used to help people into employment or out of poverty and social exclusion. The guide outlines the aims and objectives of four specific funds: the European Social Fund (ESF); the Fund for European Aid to the Most Deprived (FEAD); the EU programme for Employment and Social Innovation (EaSI); and the European Globalisation Adjustment Fund (EGF).
The implementation of simplified cost options with the ESF in Italy: a case study - ESF thematic paper (25/07/2014)
SCOs were introduced in the 2007–2013 programming period for ESF in order to reduce the administrative burden on Managing Authorities when implementing ESF co-funded projects and on beneficiaries. SCOs enable also to shift the focus from input to output and results. This thematic paper shares the Italian experience with this tool in the hope that good practices can be taken up by other EU countries when managing ESF projects.
Assessing the effectiveness, efficiency and relevance of the ESF Learning Networks (03/07/2014)
This summary presents the findings of an evaluation aimed at assessing the effectiveness, efficiency and relevance of the ESF Learning Networks. Findings are based on research undertaken between May 2013 and April 2014.
Youth Employment Initiative and the European Social Fund - ESF thematic paper (31/03/2014)
This thematic paper provides an overview of the European Social Fund's track record in supporting initiatives for combatting youth unemployment and its potential to provide further and better targeted support to young people in the 2014-20 programming period. The brochure furthermore details the legal context, functioning and objectives of the newly launched Youth Employment Initiative which represents substantial dedicated funding to support Member State policies to combat youth unemployment.
Final Synthesis Report: Main ESF achievements, 2007-2013 – ESF Expert Evaluation Network (26/03/2014)
This overall synthesis report of the main ESF achievements over the 2007-2013 programming period is based on a review of Annual Implementation Reports delivered by Member States (to extract statistical and other key data and information) and on evidence from evaluations carried out in the respective countries to create a country report organised around 6 policy fields - increasing adaptability, enhancing access to employment, reinforcing social inclusion, enhancing investment in human capital, promoting partnerships and strengthening institutional capacity. Drawing on the evidence presented in these country reports, the overall synthesis report provides a picture of what has been achieved by the ESF. The results reported are generally based on data and evaluations covering the period 2007 to end 2012.
Info graphic: Transparent and effective public services (07/02/2014)
Reducing regulatory and administrative burdens and promoting high standards of transparency, efficency and accountability in public administration helps to increase productivity, strengthen competitiveness and ultimately, create jobs. The European Social Fund (ESF) is a concrete European contribution to national policy reforms in the area of public administration and good governance.
Promoting inclusive growth - ESF thematic paper (31/01/2014)
The changing economic and social climate over the past years has caused a rethink of policies governing the labour market, social inclusion and education. The current emphasis is on anti-crisis, short-term measures aimed at limiting unemployment and reigning in social disparities. Nonetheless, the number of people at risk of poverty or social exclusion in the EU now accounts for nearly one-fourth of the EU population. The European Social Fund is playing a key role in helping Member States increase employment and skills by training their work force, reducing poverty and cut across bottle-necks in the job market by reforming education and training systems and boosting worker mobility.
El Código de Conducta Europeo sobre las asociaciones (29/01/2014)
La asociación, uno de los principios básicos de la gestión de los fondos de la Unión Europea (UE), implica una estrecha colaboración entre las autoridades públicas a escala nacional, regional y local en los Estados miembros, y con agentes sociales, ONG y otras partes interesadas pertinentes.
Promoting good governance - ESF thematic paper (29/01/2014)
A well run public administration system benefits people and business. The ongoing economic challenges mean less money is available for administrative activities: but good governance and legal certainty is central to economic growth. Through support to organisational and technological innovation via improvement of systems, structures and processes, human resources and service delivery, the European Social Fund is helping administrations across the EU rise to the challenge.
Info Graphic: Getting people into jobs (20/12/2013)
The European Social Fund (ESF) supports organisations around the EU to put in place projects aimed at training people and helping them get work. Projects supporting small start-ups with timely funding and companies who want to re-think their approach to their older workers are also funded. In a challenging job market, the ESF helps people make the most of their opportunities.
Info graphic: More jobs, less marginalisation (22/11/2013)
Employment is the most effective way of giving people independence, financial security and a sense of belonging. The European Social Fund (ESF) finances many thousands of projects to help people in difficulties and those from disadvantaged groups to get skills, to get jobs and have the same opportunities as others do.
El Fondo Social Europeo en acción – Integrar a las personas en el mundo laboral (18/11/2013)
El Fondo Social Europeo (FSE) apoya a organizaciones de toda la UE a poner en marcha proyectos formativos y de ayuda a la búsqueda de empleo. También se financian proyectos de apoyo a pequeñas empresas de nueva creación que necesitan financiación y a empresas que quieren replantearse su relación con los trabajadores de más edad. En un mercado de trabajo difícil, el FSE ayuda a las personas a sacar el máximo partido de sus oportunidades.
El Fondo Social Europeo en acción – Más empleo, menos marginación (18/11/2013)
El empleo es la manera más efectiva de dar independencia, seguridad financiera y un sentido de pertenencia a las personas. El Fondo Social Europeo (FSE) financia miles de proyectos para ayudar a las personas en dificultades y a los grupos desfavorecidos a adquirir competencias, a conseguir un trabajo y a tener las mismas oportunidades que otros.
El Fondo Social Europeo en acción – Equipar a los jóvenes europeos para el mercado laboral actual (18/11/2013)
Dada la magnitud del reto que presenta el desempleo juvenil en la Unión Europea, es evidente que los jóvenes seguirán estando en primera línea de la agenda de Europa durante los próximos años. El Fondo Social Europeo (FSE) financia miles de proyectos para dotar a los jóvenes de formación y ofrecerles las oportunidades que necesitan para encontrar un empleo.
El Fondo Social Europeo en acción – Unos servicios públicos efectivos y transparentes (18/11/2013)
Reducir los trámites administrativos y legales y fomentar un alto nivel de transparencia, de eficiencia y de rendición de cuentas en los servicios públicos ayuda a mejorar la productividad, a fortalecer la competitividad y en definitiva, a crear puestos de trabajo. El Fondo Social Europeo (FSE) es una contribución europea concreta a las reformas de las políticas nacionales en el ámbito de la administración pública y el buen gobierno.
Siete vidas - Por el camino del éxito con el Fondo Social Europeo (19/08/2013)
Conozca a Brigitte, James, Jolanta, Anna, Nauras, Ebrahim y Carlos a través del relato de sus Siete vidas. Descubrirá cómo todos y cada uno de ellos han logrado abrirse camino y materializar su proyecto profesional gracias a los proyectos y programas financiados por el Fondo Social Europeo (FSE).
EU Cohesion Policy contributing to employment and growth in Europe - Background paper (19/07/2013)
The Union's cohesion policy – funded with EUR 346 billion from the European Regional Development Fund (ERDF), the European Social Fund (ESF) and the Cohesion Fund - represents 35 % of the Union's budget over the period 2007-2013. Together with the co-financing provided by Member States, cohesion policy accounts for a very significant proportion of public investment in Europe. As part of the essential economic policy package of macro-economic and fiscal stability, structural reforms and growth enhancing measures, EU cohesion policy is making a significant contribution to investments in employment and growth in Europe.
Final Synthesis Report on Women and Young People - ESF Expert Evaluation Network (01/07/2013)
This synthesis report focuses on the support provided by ESF to women and young people. The main resource used in creating the synthesis report is a set of 10 detailed country reports, 5 focussed on women (DE, ES, GR, PL and UK) and 5 on young people (AT, CZ, FR, IT and PT).
Setting and adjusting targets for ESF Operational Programmes - Background paper (26/05/2013)
In preparation of the ESF 2014-2020 multi-annual framework, the European Commission organised a learning seminar on setting and adjusting targets for ESF Operational Programmes. To account for expenditures, indicators on outputs (numbers of participants, entities) and results (numbers of participants finding employment, gaining a qualification etc.) are essential. This background paper discusses methodologies for setting and adjusting quantified cumulative employment targets.
ESF performance target setting and adjusting in social inclusion - Background paper (16/05/2013)
In preparation for the programming period 2014-2020 Member States are required to develop performance indicators and set targets for monitoring the implementation and performance of Operational Programmes (OPs). This background paper summarises the main methodologies for ESF target setting and adjusting in OPs in social inclusion.
Evaluation of the reaction of the ESF to the economic and financial crisis (21/05/2012)
This Final Report on the ‘Evaluation of the reaction of the ESF to the economic and financial crisis’ provides an assessment of the part that the ESF has played in helping the EU and Member States respond to the challenges posed by the recent recession.
Pósteres sobre los principales campos de actividad del FSE (06/12/2011)
Esta serie de 6 pósteres ilustra los distintos campos de actividad del FSE, como la integración social o el apoyo a los trabajadores y a las empresas en proceso de cambio.
Puede descargarlas en formato PDF o solicitar ejemplares en papel.
Informes nacionales N - U: Evaluación del apoyo del FSE en materia de mejora del acceso al mercado de trabajo e inclusión social de los migrantes y las minorías étnicas (01/05/2011)
Informes nacionales sobre el apoyo del FSE a las minorías étnicas y los migrantes en materia de acceso al mercado de trabajo e inclusión social.
Informes y resúmenes: Evaluación del apoyo del FSE en materia de mejora del acceso al mercado de trabajo e inclusión social de los migrantes y las minorías étnicas (01/05/2011)
Informes nacionales sobre el apoyo del FSE a las minorías étnicas y los migrantes en materia de acceso al mercado de trabajo e inclusión social.
Informes Nacionales A - L: Evaluación del apoyo del FSE en materia de mejora del acceso al mercado de trabajo e inclusión social de los migrantes y las minorías étnicas (01/05/2011)
Informes nacionales sobre el apoyo del FSE a las minorías étnicas y los migrantes en materia de acceso al mercado de trabajo e inclusión social.
Informe final, resúmenes, monografías nacionales y casos de estudio. Evaluación de intervenciones de creación de capacidad institucional y futuras necesidades en el contexto del FSE (28/04/2011)
Análisis y conclusiones sobre las actividades de «creación de capacidad» y «necesidades futuras» del FSE.
Developing logics of intervention and related common indicators for the next ESF Operational Programmes (04/04/2011)
The logic of intervention framework developed by this study is presented in a table format so that Operational Programmes (OPs) can be summarised systematically and in a manner that makes the logical flow of the OP, including the choice of indicators, transparent.
Capacity of the ESF delivery systems to attract and support OP target groups (08/03/2011)
The purpose of this evaluation has been to provide knowledge on how ESF delivery systems work in practice, with a view to improving the capacity of the delivery systems in the Member States to attract and support Operational Programme target groups.
Puesta en marcha (16/02/2011)
Cuatro vidas, cuatro trayectorias. Lea el nuevo cómic, Puesta en marcha, para saber cómo Alex, Nataline, Ivana y Dimitra han conseguido cambiar el curso de su destino. Descubra cómo estos cuatro europeos han superado un nuevo reto en sus vidas gracias al apoyo de Europa, a través del Fondo Social Europeo. Tras el éxito del cómic "Cambio de rumbo", publicado en 2010 en 23 lenguas, la Comisión Europea propone una segunda parte llena de sensibilidad y ternura. Inspiradas en historias reales, estas aventuras humanas han sido traducidas a imágenes por cuatro jóvenes autores de talento —Maud Millecamps, Alexandre Tefenkgi, Vanyda y You—, sobre la base de un guión de Rudi Miel. Este cómic está disponible en las 23 lenguas oficiales de la Unión Europea.
Study on the Return on ESF Investment in Human Capital (01/08/2010)
This study applies to human capital investments understood as public expenditures in: (1) education and training of employees, job-seekers and/or inactive people, (2) internships and temporary work placement associated with education or training, and (3) strengthening the capacity of education and training systems and structures.
Mid-term evaluation of the work carried out by the European Commission to communicate on the European Social Fund (ESF) during the programming period 2007-2013 (30/07/2010)
This evaluation examined the ESF I&C activities/tools undertaken and produced by the EC 2007-2009 and indicated if and how activities/tools were used, found to be appropriate and useful by respective target audiences.
Cambio de rumbo (01/04/2010)
¡Julie, Viktor, Pedro y Fianne no creen en la fatalidad! Descubra en forma de cómic cómo se han esforzado para alcanzar su objetivo gracias al apoyo de Europa. Estas cuatro historias, inspiradas en hechos reales, muestran que con apoyo y perseverancia todo el mundo es capaz de cambiar su situación. ¡Estas historias podrían ser su historia! Rudi Miel es el guionista de Cambio de rumbo, y Vanyda, Durieux, Savoia y Gihef ilustran el cómic con unos dibujos sencillos y llenos de sensibilidad. La Dirección General de Empleo, Asuntos Sociales e Inclusión de la Comisión Europea edita esta publicación bajo la iniciativa del Fondo Social Europeo. Este cómic está disponible en las 23 lenguas oficiales de la Unión Europea.
Eurobarometer survey (01/01/2010)
The majority of Europeans believe the EU can actively help their countries to recover from the impact of the economic downturn. According to a recent opinion survey, more and more people are also aware of the European Social Fund and have their own views on where Europe should be directing its efforts.
Un cambio decisivo en su vida - La UE invierte en las personas a través del Fondo Social Europeo (01/06/2009)
¿Qué hace realmente la UE por sus ciudadanos? El Fondo Social Europeo (FSE) es una de las respuestas a esta pregunta, porque invierte cada año en 10 millones de personas en los 27 Estados miembros. Este libro cuenta la historia de 54 personas –dos por cada Estado miembro– que se han beneficiado de las oportunidades que ofrecen las iniciativas financiadas por el FSE. Contiene entrevistas a hombres y mujeres de todos los grupos de edad, desde adolescentes a pensionistas, en comunidades urbanas y rurales, en todos los países de la UE. Próximamente se encontrará disponible en todas las lenguas oficiales de la UE.
Estudio sobre la relevancia y la fiabilidad de la información disponible para la evaluación ex post del Fondo Social Europeo (2000-2006) (01/07/2008)
Informe sobre la relevancia y la fiabilidad de la información disponible para la evaluación retrospectiva del Fondo Social Europeo (2000-2006).
Folleto de datos estadísticos (01/01/2008)
Este folleto ofrece una perspectiva general de las actividades del Fondo Social Europeo durante el periodo 2007-2013, con un desglose de las principales cifras y datos de este programa. El folleto contiene información sobre la financiación del FSE en el contexto del presupuesto total de la UE y en relación con sus objetivos y con el modo en que se gasta el dinero.
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