ESF Guidance Updates

02.05.2019

ESF claim applications and Self-Declared Adjustments

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

12:51pm, 2 May 2019: The Participant Data Schema (now version 9.1) has been updated. The following changes have been made.The drop down options relating to the ‘Gaining Level 2 Skills or below on Leaving’ and ‘Gaining Level 3 Skills or above on Leaving’ columns have been amended to make sure ‘not applicable’ is available on all rows.The pre-populated data that was showing has now been cleared.The ‘Other Disadvantaged – Homeless (Broad Definition)’ drop down options now have 3 options instead of 4, which reflects the guidance. Further work has been done to speed up the export function.

30.04.2019

ESF action notes: 2014 to 2020 programme

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

1:18pm, 30 April 2019: Action Note 035/19 New ECLAIMS Online Digital Service for ESF has been published.

25.04.2019

European Social fund online full applications

Guidance and forms to apply for funding through the European Social Fund online full application process.

1:06pm, 25 April 2019: First published.

24.04.2019

UK Convergence Programme

This document contains details of the annual UK’s economic and fiscal situation and forecasts as required by the European Union.

1:21pm, 24 April 2019: ‘UK Convergence Programme 2018-19’ published.

10.04.2019

European Structural and Investment Funds: useful resources

List of beneficiaries, publicity materials, regulations, glossary for organisations running European Regional Development Fund and European Social Fund projects.

2:25pm, 10 April 2019: Latest version of the ERDF State Aid list of projects has been published.

09.04.2019

European Structural and Investment Funds: technical assistance

Technical assistance guidance documents for 2014 to 2020 European Regional Development Fund and European Social Fund.

1:52pm, 9 April 2019: Updated the ERDF and ESF technical assistance project contacts.

09.04.2019

UK asylum, migration and integration fund 2014 to 2020

Apply for funding under the UK asylum migration and integration fund 2014 to 2020.

4:08pm, 9 April 2019: Added two new paragraphs of no deal Brexit content.

09.04.2019

England 2014 to 2020 European Social Fund partner information

ESF co-financing organisations (opt-in organisations) role in the England 2014 to 2020 European Structural and Investment Funds programme.

9:54am, 9 April 2019: Amended the links on the page from the ‘National Offender Management Service’ to ‘Her Majesty’s Prison & Probation Service (HMPPS)’ and from the ‘Skills Funding Agency (SFA)’ to ‘Education & Skills Funding Agency (ESFA)’.

05.04.2019

ESF claim applications and Self-Declared Adjustments

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

10:55am, 5 April 2019: Published revised versions of the Participant Data Schema (now version 9) and Participant Data Schema guidance (now version 5). Added 2 new documents, Participant Data Schema Aggregation and Participant Data Schema Output Results. The Participant Data Schema supplementary guidance has been removed from the page – this guidance is no longer required. Find more information about these changes on the page.

03.04.2019

European Territorial Cooperation funding if there’s no Brexit deal

How current and future European Territorial Cooperation (ETC) programmes would be affected if the UK leaves the EU with no deal.

9:43am, 3 April 2019: An update on the effect of an extension to the period leading up to EU Exit and the implications for no deal planning.

28.03.2019

ESF action notes: 2014 to 2020 programme

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

2:58pm, 28 March 2019: Action Note 033/19 New ECLAIMS Online Digital Service for ESF Applications and Appraisals has been added.

28.03.2019

England 2014 to 2020 European Structural and Investment Funds

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

8:03am, 28 March 2019: The email address for ESF Queries has changed from ESF.2014-2020@dwp.gsi.gov.uk to ESF.2014-2020@dwp.gov.uk. Any messages sent to the gsi email address after 28 March 2019 will receive an automated email response, asking you to use the new address.

08.03.2019

UK participation in the Research Fund for Coal and Steel

An overview of the UK’s relationship with the EU Research Fund for Coal and Steel (RFCS).

11:59am, 8 March 2019: First published.

06.03.2019

European Structural and Investment Funds: funding agreements

Guidance and forms relating to the funding agreements for the European Regional Development Fund and European Social Fund

10:33am, 6 March 2019: ERDF Capital and Revenue Funding Agreements have been updated to version 4.

05.03.2019

ESF action notes: 2014 to 2020 programme

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

10:11am, 5 March 2019: Action Note 031/19 ESF and the Apprenticeship Levy: Match Evidence Requirements has been added. This action note details the necessary evidence requirements when the Apprenticeship Levy is used as Match funding within the ESF 2014 to 2020 programme.

28.02.2019

European Territorial Cooperation funding if there’s no Brexit deal

How current and future European Territorial Cooperation (ETC) programmes would be affected if the UK leaves the EU with no deal.

4:50pm, 28 February 2019: This update provides further clarity to project partners in approved projects and to prospective applicants about the status of projects if the UK leaves the EU without a deal. It also provides information about the contingency proposals published by the European Commission.

26.02.2019

European Structural and Investment Funds full application

Guidance and forms to apply for funding through the European Regional Development Fund and European Social Fund.

1:31pm, 26 February 2019: The Co-financing Application Form, the Co-Financing Application Form Guidance have been updated to ODT form. The ESF Financial Tables Annex has been updated and the ESF Indicator Annex table for London has been added.

26.02.2019

European Structural and Investment Funds: case studies

A selection of case study booklets highlighting European Regional Development Fund and European Social Fund projects.

9:10am, 26 February 2019: French Case Studies uploaded for ESF 2018

25.02.2019

ESF action notes: 2014 to 2020 programme

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

2:50pm, 25 February 2019: 030/19 Action Note – ESF Dual Forecast and Submission Form 2019 has been added.

25.02.2019

ESF claim applications and Self-Declared Adjustments

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

2:20pm, 25 February 2019: The ESF Dual Forecast and Submission form 2019 has been added.

21.02.2019

European Structural and Investment Funds full application

Guidance and forms to apply for funding through the European Regional Development Fund and European Social Fund.

6:24pm, 21 February 2019: ESF Annex IP2.2 and the ESF Financial Viability and Risk Assessment applicant template has been added.

14.02.2019

ESF claim applications and Self-Declared Adjustments

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

11:53am, 14 February 2019: The ESF Claims Guidance for Co-Financing Organisations and the Claims Guidance for Grant Recipients has been updated.

13.02.2019

ESF claim applications and Self-Declared Adjustments

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

11:00am, 13 February 2019: The Participant Data Schema has been updated.

05.02.2019

SF claim applications and Self-Declared Adjustments

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

1:43pm, 5 February 2019: E-Claims process for Self-Declared Adjustment (SDAs) – Applicant Guidance has bee updated showing a minor change to the ‘How to create an SDA’ section.

01.02.2019

European and domestic funding after Brexit

When the UK leaves the EU there may be changes to how UK organisations, such as charities, businesses and universities are funded.

5:47pm, 1 February 2019: First published.

28.01.2019

European Structural and Investment Funds: useful resources

List of beneficiaries, publicity materials, regulations, glossary for organisations running European Regional Development Fund and European Social Fund projects.

12:48pm, 28 January 2019: Updated the list of ERDF and ESF beneficiaries.

24.01.2019

European Structural and Investment Funds: useful resources

List of beneficiaries, publicity materials, regulations, glossary for organisations running European Regional Development Fund and European Social Fund projects.

12:32pm, 24 January 2019: Interactive map removed

08.01.2019

Working with the EU on international development

What the Political Declaration means for international development.

3:06pm, 8 January 2019: First published.

08.01.2019

European Structural and Investment Funds: useful resources

List of beneficiaries, publicity materials, regulations, glossary for organisations running European Regional Development Fund and European Social Fund projects.

9:25am, 8 January 2019: Added the European Social Fund: Annual Implementation Report 2017.

19.12.2018

Asylum, migration and integration fund: documents and guidance

Guidance and example documents for the asylum, migration and integration fund (AMIF) 2014 to 2020.

11:05am, 19 December 2018: First published.

UK asylum, migration and integration fund 2014 to 2020

Apply for funding under the UK asylum, migration and integration fund (AMIF) 2014 to 2020.

11:08am, 19 December 2018: First published.

Asylum, migration and integration fund

A collection of pages about the asylum, migration and integration fund (AMIF).

12:15am, 19 December 2018: First published.

UK asylum migration and integration fund 2014 to 2020

Apply for funding under the UK asylum migration and integration fund 2014 to 2020.

12:15am, 19 December 2018: First published.

03.12.2018

The government’s guarantee for EU-funded programmes if there’s no Brexit deal

How UK organisations such as charities, businesses and universities who receive EU funding would be affected if the UK leaves the EU with ‘no deal’.

4:22pm, 3 December 2018: Updated with ‘Actions for businesses and other stakeholders’

29.11.2018

European Structural and Investment Funds eligibility documents

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

11:22am, 29 November 2018: Version 9 of the ERDF Eligibility Guidance has been published. Changes include incorporating new guidance on undertakings in difficulty and also changes to the Common Provisions Regulation EU 1303/2013, following the issue of Regulation EU 2018/1046.

15.11.2018

European Structural and Investment Funds: case studies

A selection of case study booklets highlighting European Regional Development Fund and European Social Fund projects.

12:00pm, 15 November 2018: The European Social Fund 2014 to 2020: case study booklets 2018 has been published

12.11.2018

European Structural and Investment Funds: case studies

A selection of case study booklets highlighting European Regional Development Fund and European Social Fund projects.

European Regional Development Fund 2014 to 2020 case study booklet for 2018 published.

06.11.2018

ESF 2014 to 2020 provider guidance

DWP provider guidance for European Social Fund (ESF) 2014 to 2020 provision.

Revised chapter 6, still dated October 2018. Changes have been made to clarify the Universal Credit self-employment outcome definition. More information can be found in ESF 2014 to 2020 live running memo 21.

30.10.2018

ESF 2014 to 2020 provider guidance

DWP provider guidance for European Social Fund (ESF) 2014 to 2020 provision.

Revised chapters 3, 5 and 6 and annexes 2, 6 and 8 – all are now dated October 2018. Information about the revisions can be found in ESF 2014 to 2020 live running memo 14.

25.10.2018

ESF action notes: 2014 to 2020 programme

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

Added Action Note 029/18 New Single-Stage Application Process.

24.10.2018

ESF action notes: 2014 to 2020 programme

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

Added Action Note 028/18 launch of the revised ESF Operational Programme.

24.10.2018

European Social Fund Operational Programme: 2014 to 2020

Operational Programme for the European Social Fund as part of the 2014 to 2020 European Structural and Investment Funds.

Published a revised operational programme for the European Social Fund 2014 to 2020, the new version is dated October 2018.

24.10.2018

ESF action notes: 2014 to 2020 programme

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

Added Action Note 028/18 launch of the revised ESF Operational Programme.

24.10.2018

European Social Fund Operational Programme: 2014 to 2020

Operational Programme for the European Social Fund as part of the 2014 to 2020 European Structural and Investment Funds.

Published a revised operational programme for the European Social Fund 2014 to 2020, the new version is dated October 2018.

10.10.2018

ESF action notes: 2014 to 2020 programme

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

Added ‘Action Note 027/18 Revised ESF Output and Result Indicator Definitions and ESF Data Evidence Requirements Guidance’

10.10.2018

ESF claim applications and Self-Declared Adjustments

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

Revised European Social Fund participant data schema supplementary guidance, now dated October 2018

10.10.2018

European Structural and Investment Funds eligibility documents

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

Revised ‘European Social Fund data evidence requirements – eligibility and results’, now version 3.

10.10.2018

European Structural and Investment Funds: outputs and results

Guidance and forms relating to the outputs and results for the European Regional Development Fund and European Social Fund.

Revised ‘Output and result indicator definitions guidance for the European Social Fund’, now version 2.

18.09.2018

European Structural and Investment Funds state aid documents

State aid documents for the 2014 to 2020 European Regional Development Fund and European Social Fund.

Added Calculating Gross Grant Equivalent Guidance for ERDF and ESF.

07.09.2018

European Structural and Investment Funds programme guidance

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

ERDF Priority Axis 4 Guidance has been updated to version 5.

30.08.2018

Technical Assistance – Smart Specialisation: call in England (OC00R18P 0781)

Call to run a Technical Assistance project on smart specialisation in England.

16/08/2018

ESF action notes: 2014 to 2020 programme

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

Action Note 025-18 Clarification of Public and Private Match Funding and Action Note 026-18 Delegated Grant Schemes – Defrayal Clarification Note has been added.

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).