Annexes to COM(2018)382 - European Social Fund Plus (ESF+)

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dossier COM(2018)382 - European Social Fund Plus (ESF+).
document COM(2018)382 EN
date June 24, 2021
ANNEX I

COMMON INDICATORS FOR GENERAL SUPPORT FROM THE ESF+ STRAND UNDER SHARED MANAGEMENT

Personal data are to be broken down by gender (women, men, non-binary persons (1)).

If certain results are not possible, data for those results do not have to be collected or reported.

Where appropriate, common output indicators can be reported based on the target group of the operation.

1.Common output indicators related to operations targeting people

1.1.Common output indicators for participants are:

—unemployed, including long-term unemployed (*1),

—long-term unemployed (*1),

—inactive (*1),

—employed, including self-employed (*1),

—number of children below 18 years of age (*1),

—young people between 18 and 29 years of age (*1),

—number of participants of 55 years of age and above (*1),

—with lower secondary education or less (ISCED 0-2) (*1),

—with upper secondary (ISCED 3) or post-secondary education (ISCED 4) (*1),

—with tertiary education (ISCED 5 to 8) (*1),

—total number of participants (2).

Indicators listed under this point do not apply to ESF+ support contributing to the specific objective set out in Article 4(1), point (l), except the following indicators: ‘number of children below 18 years of age’, ‘young people between 18 and 29 years of age’, ‘number of participants of 55 years of age and above’ and ‘total number of participants’.

Where data are collected from registers or equivalent sources, Member States may use national definitions.

1.2.Other common output indicators for participants are:

—participants with disabilities (*2),

—third-country nationals (*1),

—participants with a foreign background (*1),

—minorities (including marginalised communities, such as Roma people) (*2),

—homeless or affected by housing exclusion (*1),

—participants from rural areas (*1) (3).

Data collection is necessary only where applicable and relevant.

Values of the indicators listed under point 1.2 can be determined based on informed estimates provided by the beneficiary.

For indicators listed under point 1.2 Member States may apply national definitions, except for the following indicators: ‘third-country nationals’ and ‘participants from rural areas’.

2.Common output indicators for entities

Common output indicators for entities are:

—number of supported public administrations or public services at national, regional or local level,

—number of supported micro, small and medium-sized enterprises (including cooperative enterprises and social enterprises).

Where data are collected from registers or equivalent sources, Member States may use national definitions.

3.The common immediate result indicators for participants

The common immediate result indicators for participants are:

—participants engaged in job searching upon leaving (*1),

—participants in education or training upon leaving (*1),

—participants gaining a qualification upon leaving (*1),

—participants in employment, including self-employment, upon leaving (*1).

Indicators listed under this point do not apply to ESF+ support contributing to the specific objective set out in Article 4(1), point (l).

Where data are collected from registers or equivalent sources, Member States may use national definitions.

4.Common longer-term result indicators for participants

Common longer-term result indicators for participants are:

—participants in employment, including self-employment, six months after leaving (*1),

—participants with an improved labour market situation six months after leaving (*1).

Indicators listed under this point do not apply to ESF+ support contributing to the specific objective set out in Article 4(1), point (l).

Where data are collected from registers or equivalent sources, Member States may use national definitions.

Common longer-term result indicators for participants shall be reported by 31 January 2026 in accordance with Article 42(1) of Regulation (EU) 2021/1060 and in the final performance report referred to in Article 43 of that Regulation.

As a minimum requirement, common longer-term indicators for participants shall be based on a representative sample of participants within the specific objectives set out in Article 4(1), points (a) to (k). Internal validity of the sample is to be ensured in such a way that the data can be generalised at the level of the specific objective.


(1) According to national law.

(*1)  Data reported are personal data according to Article 4(1) of Regulation (EU) 2016/679.

(2) This indicator shall be calculated automatically on the basis of the common output indicators relating to employment status, except for ESF+ support contributing to the specific objective set out in Article 4(1), point (l), in which case the total number of participants is to be reported.

(*2)  Data reported comprise a special category of personal data as referred to in Article 9 of Regulation (EU) 2016/679.

(3) This indicator does not apply to ESF+ support contributing to the specific objective set out in Article 4(1), point (l).


ANNEX II

COMMON INDICATORS FOR THE ESF+ ACTIONS TARGETING SOCIAL INCLUSION OF THE MOST DEPRIVED PERSONS WITHIN THE SPECIFIC OBJECTIVE SET OUT IN ARTICLE 4(1), POINT (L), IN LINE WITH THE FIRST SUBPARAGRAPH OF ARTICLE 7(5)

Personal data are to be broken down by gender (women, men, non-binary persons (1)).

1.Common output indicators related to operations targeting people

1.1.Common output indicators for participants are:

—total number of participants,

—number of children below 18 years of age (*1),

—number of young people between 18 and 29 years of age (*1),

—number of participants of 65 years of age and above (*1).

Values of the indicators listed under point 1.1 can be determined based on informed estimates provided by the beneficiary.

1.2.Other common output indicators are:

—participants with disabilities (*2),

—third-country nationals (*1),

—number of participants with a foreign background (*1), minorities (including marginalised communities, such as Roma people) (*2),

—homeless or affected by housing exclusion (*1).

Data collection is necessary only where applicable and relevant.

Values of the indicators listed under point 1.2 can be determined based on informed estimates provided by the beneficiary.


(1) According to national law.

(*1)  Data reported are personal data according to Article 4(1) of Regulation (EU) 2016/679.

(*2)  Data reported comprise a special category of personal data as referred to in Article 9 of Regulation (EU) 2016/679.


ANNEX III

COMMON INDICATORS FOR ESF+ SUPPORT FOR ADDRESSING MATERIAL DEPRIVATION

1.Output indicators

1.1.Total monetary value of distributed food and goods:

1.1.1.total value of the food support (1);

1.1.1.1.total monetary value of food for the homeless;

1.1.1.2.total monetary value of food for other target groups;

1.1.2.total value of goods distributed (2);

1.1.2.1.total monetary value of goods for children;

1.1.2.2.total monetary value of goods for the homeless;

1.1.2.3.total monetary value of goods for other target groups.

1.2.Total quantity of food support distributed (in tonnes) (3):

1.2.1.share of food for which only transport, distribution and storage were paid for by the programme (in %);

1.2.2.proportion of the ESF+ co-financed food in the total volume of food distributed the beneficiaries (in %).

Values of the indicators listed under points 1.2.1 and 1.2.2 shall be determined based on informed estimates provided by the beneficiary.

2.Common result indicators

2.1.Number of the end recipients receiving food support

—number of children below 18 years of age,

—number of young people between 18 and 29 years of age,

—number of women,

—number of end recipients of 65 years of age and above,

—number of end recipients with disabilities (*1),

—number of third-country nationals (*1),

—number of end recipients with a foreign background and minorities (including marginalised communities such as Roma people) (*1),

—number of homeless end recipients or end-recipients affected by housing exclusion (*1).

2.2.Number of the end recipients receiving material support

—number of children below 18 years of age,

—number of young people between 18 and 29 years of age,

—number of women,

—number of end recipients of 65 years of age and above,

—number of end recipients with disabilities (*1),

—number of third-country nationals (*1),

—number of end recipients with a foreign background and minorities (including marginalised communities, such as Roma people) (*1),

—number of homeless end recipients or end-recipients affected by housing exclusion (*1).

2.3.Number of the end recipients benefiting from vouchers or cards

—number of children below 18 years of age,

—number of young people between 18 and 29 years of age,

—number of end recipients of 65 years of age and above,

—number of women,

—number of end recipients with disabilities (*1),

—number of third-country nationals (*1),

—number of end recipients with a foreign background and minorities (including marginalised communities, such as Roma people) (*1),

—number of homeless end recipients or end recipients affected by housing exclusion (*1).

Values of the indicators listed under point 2 shall be determined based on informed estimates provided by the beneficiary.


(1) These indicators do not apply to food assistance provided indirectly through vouchers or cards.

(2) These indicators do not apply to goods provided indirectly through vouchers or cards.

(3) These indicators do not apply to food assistance provided indirectly through vouchers or cards.

(*1)  National definitions may be used.


ANNEX IV

INDICATORS FOR THE EaSI STRAND

Indicators for the EaSI strand

—number of analytical activities,

—number of information sharing and mutual learning activities,

—number of social experimentation,

—number of capacity building and networking activities,

—number of job placements under targeted mobility schemes.

Data for the indicator ‘number of job placements under targeted mobility schemes’ shall be collected only every two years.