ESF Guidance Updates

10.08.2018

European Structural and Investment Funds programme guidance

Programme guidance documents for the 2014 to 2020 European Regional Development Fund and European Social Fund.

The ESF Scoring Framework has been updated, additional narrative has been added to clarify that the use of the numerical scores does not apply for some types of ESF Project applications

28.07.2018

England 2014 to 2020 European Structural and Investment Funds

Information about the European Structural and Investment Funds programme for 2014 to 2020 in England.

The 2018 determination report which looks at the Strategic Environmental Assessment has been published.

27.07.2018

ESF claim applications and Self-Declared Adjustments

Guidance and forms for completing European Social Fund (ESF) claim applications and Self-Declared Adjustments (SDA).

Removed the Participant Data Schema pre quarter 1, 2018. The updated Participant Data Schema is available for use from quarter 1, 2018 onwards.

26.07.2018

ESF action notes: 2014 to 2020 programme

Action notes to inform European Social Fund (ESF) grant recipients of an action they must complete.

ESF Action Note 024/18 HMG Guarantee extension has been added.

25.07.2018

European Structural and Investment Funds programme guidance

Programme guidance documents for the 2014 to 2020 European Regional Development Fund and European Social Fund.

The ESIF Gender Equality and Equal Opportunities Mainstreaming Plan has been added.

20.07.2018

ESF action notes: 2014 to 2020 programme

Action Note 023/18 – New and revised Claims Guidance for Grant Recipients and Co-financing Organisations has been added.

ESF claim applications and Self-Declared Adjustments

The Claims Guidance for Grant Recipients and Co-Financing Organisations has been updated. In addition the ESF E-Claims External User Guidance has been added together with the E-Claims best practice document.

12.07.18

ESF claim applications and Self-Declared Adjustments

The ESF Dual Forecast and Submission form 2018 Claims has been updated to version 2.

05.06.18

The following ESF Action Notes have been circulated to Grant recipients.

ESF Action Note (019/18) New Assessment / Scoring Procedures for Equality and sustainable Development in ESF

ESF Action Note (20/18) The General Data Protection Regulation (GDPR) and ESF – Additional Advice

ESF Action Note (21/18) Youth Employment Initiative (YEI) Funding

ESF Action Note (022/18) The General Data Protection Regulation (GDPR) and ESF – Additional guidance on collecting and processing participant data for monitoring and evaluation.

24.05.18

The ESF cross cutting themes guidance has been updated to version 2.

The ESIF outline application for and outline application guidance have been up updated to version 8.

The ESIF Full application form and full application guidance have been updated to version 8 and 7 respectively.

03.05.18

The following ESF Action Note has been circulated to Grant recipients.

ESF Action Note (018/18) The General Data Protection Regulation (GDPR) and ESF.

25.4.18

The following ESF Action Note has been circulated to Grant recipients.

ESF Action Note (017/18) ESF Claim Applications and Self-Declared Adjustments.

11.4.18

The following ESF Action Notes have been circulated to Grant recipients.

ESF Action Note (015/18) YEI update

ESF Action Note (016/18) E-claims process for Self-Declared Adjustments: applicant guidance

22.03.18

The following ESF Action Note has been circulated to Grant recipients

ESF Action Note (014-18) – YEI holding Action Note

16.03.18

ESF Action Note (013/18) National Technical Assistance Call – Existing ESF Technical Assistance Projects

14.03.18

The following ESF Action Note has been circulated to Grant recipients

ESF Action Note (012/18) – Stipends and Bursaries in the ESF 2014-2020 Programme.

20.12.17

The following ESF Action Notes have been circulated to Grant recipients

ESF Action Note (008/17) – ESF and Youth Employment Initiative (YEI) funding

YEI funding can continue to be spent by 2023 as long as the ESF 2014-20 programme fulfills its targets.

ESF Action Note (009/17) – ESF and Housing Costs

Provides new guidance for using ESF for housing costs in some circumstances

16.11.17

TAP briefing note below regarding the ESF Action Note 006/17 ESF and the Apprenticeship Levy.

ESF Apprenticeship Levy briefing note

1.6.17

The Financial Table Annex’s for outline and full applications for ESF projects have been updated to version 3. Changes to the guidance have been highlighted below but this list is not extensive and there may be other alterations.

The updated guidance can be found under the Outline Application and Full Application sections of the ESIF webpage on the gov.uk website.

29.3.17

The ESF National Eligibility Rules have been updated to version 5

Changes to guidance have been highlighted below but this list is not exhaustive and there may be other alterations. A full read through of the updated documents is recommended to ensure that any other amendments are not missed.

  • Document amended to clearly outline the rules for both national and local CFO’s around match funding.
  • Paragraph 6.41 has been changed to explicitly cover National CFOs and match funding.
  • Paragraph 6.42 has undergone minor changes.
  • Paragraph 6.43 has recently been added to the document to cover Local CFOs and match funding.

 

20.2.17

European Structural and Investment Funds National Procurement Requirements has been updated to version 5.

Changes have been made to Chapter 6, in particular the National Rules.

  • A paragraph at section 25 about delegated grant has been removed and footnote 45 at p.36 has been added.
    This should clarify for everyone following the national rules; “The route followed is based on the full value of the contract and not linked to the amount of ERDF involved, the value of the grant or the project intervention rate”. These changes are effective from the date of publication and are not retrospective.

16.2.17

ESF Cross Cutting Themes Guidance for sustainable development and equality version 1 has been published.

ESF Underperformance methodology has been updated to version 4

  • There is an added sentence stating:

“Although the Project Change Request is usually used to amend targets below 15%, the Managing Authority may choose to use the methodology to assess the value of these changes.”
This can then be seen on the example tab, which includes three outputs with a variance of less than 15%, but have still been accorded a weighting of 5%.

European Social Fund 2014 to 2020 anti-fraud policy version 1 has also been published.

17.1.17

A revised version of the European Social Fund scoring framework (version 4, dated 17/01/2017) has been published on the gov.uk website. It has been updated to make it clear that it relates to Funding Calls only. Also revised version of the ESF underperformance policy (version 4, dated 17 January 2017) This now includes a link to appendix 2 (underperformance methodology).