(*) Key achievements in the table state which period they relate to. Some come from the implementation of the predecessor programmes under the 2014-2020 multiannual financial framework. This is expected and is due to the multiannual life cycle of EU programmes and the projects they finance, where results often follow only after completion of the programmes.
Budget for 2021-2027
ESF+ (million EUR)
Recovery assistance for cohesion and the territories of Europe programme (REACT-EU) under the ESF (million EUR)
ESF+ (million EUR)
Financial programming | 96 246.1 |
NextGenerationEU |
|
Decommitments made available again (*) | N/A |
Contributions from other countries and entities | 9.8 |
Total budget 2021-2027 | 96 255.9 |
(*) Only Article 15(3) of the financial regulation.
Recovery assistance for cohesion and the territories of Europe programme (REACT-EU) under the ESF (million EUR)
Financial programming |
|
NextGenerationEU | 20 664.2 |
Decommitments made available again (*) | N/A |
Contributions from other countries and entities |
|
Total budget 2021-2027 | 20 664.2 |
(*) Only Article 15(3) of the financial regulation.
Rationale and design of the programme
The European Social Fund+ (ESF+) is the EU's main instrument for investing in people’s employment, education and skills, and in social inclusion to support economic, social and territorial cohesion in the EU.
The EU’s relevance, resilience and success in the decades to come will depend on its ability to remain competitive in the global economy and to ensure high levels of employment, education and training, health, social inclusion and active participation in society. The European working age population will, in the period up to 2040, decrease by some 15 million (- 7%). In a context of already increasing skills shortages, this development will place a strain on growth. Investing in pulling inactive persons into the labour market, including through social inclusion pathways, and investing in reskilling and adult education, as well as in the quality of regular and vocational education and training education, is increasingly of strategic importance for sustainable growth in the EU. This requires the EU to invest in people, tackle various social challenges (including unemployment and persistently high rates of poverty and social exclusion especially of marginalised groups, such as Roma and migrants) and ensure fair labour mobility.
Ample evidence demonstrates that, given the scale and effect of the challenges, EU policies aiming at promoting social cohesion and social rights would not have been implemented without complementary EU investment. EU-level support of Member States’ efforts helps promote reforms that are beneficial to individual Member States and the EU as a whole. Also, these measures that have a focus throughout the territories of the EU have an importance for the broader democratic construct of the Union.
There is a need both for policy initiatives and for targeted supporting actions to address the above challenges. The European Social Fund+ (ESF+) aims to support Member States and regions to achieve high employment levels, fair social protection and a skilled and resilient workforce ready for the future world of work, as well as inclusive and cohesive societies aiming to eradicate poverty and delivering on the principles set out in the European Pillar of Social Rights (1).
The specific objectives of the ESF+ are to:
- improve access to employment and activation measures for all jobseekers in the labour market, in particular young people, especially through the implementation of the ‘Youth Guarantee,’ for long-term unemployed people, disadvantaged groups and inactive people, and promote self-employment and the social economy;
- modernise labour market institutions and services to assess and anticipate skills needs and ensure timely and tailor-made assistance and support for labour market matching, transitions and mobility;
- promote a gender-balanced labour market participation, equal working conditions and a better work–life balance, including through affordable care for children and other dependent persons;
- promote the adaptation to change by workers, enterprises and entrepreneurs, active and healthy ageing and a healthy working environment that addresses health risks;
- improve the quality, inclusiveness, effectiveness and labour market relevance of education and training systems, so as to support the acquisition of key competences and promote dual-training systems and apprenticeships;
- promote equal access to and completion of quality and inclusive education, training and learning, in particular for disadvantaged groups, from early childhood education and care through general and vocational education and training, to tertiary level, as well as adult education and learning, including facilitating learning mobility for all and accessibility for persons with disabilities;
- promote lifelong learning, in particular flexible upskilling and reskilling opportunities for all, taking into account entrepreneurial and digital skills; better anticipate change and new skills requirements based on labour market needs; facilitate career transitions; and promote professional mobility;
- foster active inclusion with a view to promoting equal opportunities, non-discrimination and active participation and improving employability, in particular for disadvantaged groups;
- promote the socioeconomic integration of non-EU-country nationals, including migrants;
- promote the socioeconomic integration of marginalised communities, such as Roma people;
- enhance equal and timely access to quality, sustainable and affordable services, including services that promote access to housing and person-centred care, including healthcare; modernise and promote access to social protection, with a particular focus on children and disadvantaged groups; and improve accessibility (including for people with disabilities) to and the effectiveness and resilience of healthcare systems and long-term-care services;
- promote the social integration of people at risk of poverty or social exclusion, including the most deprived people and children;
- address material deprivation by providing food or basic material assistance to the most deprived, including children, and to provide accompanying measures supporting their social inclusion.
The ESF+ strand under shared management carries out a variety of interventions described in national and regional programmes, including quality and inclusive (vocational) education and training, the implementation of the Youth Guarantee, lifelong learning and career transitions, active labour market policies, adaptation of workers and enterprises to change, modernising and building the capacity of public employment services, equal access to quality social and healthcare, social inclusion activities, including social integration of people at risk and the fight against child poverty, integration of non-EU nationals and marginalised communities distribution of food and goods, etc.
The employment and social innovation (EaSI) strand under direct and indirect management supports (i) analytical activities, including in relation to non-EU countries (e.g. studies, social experimentation evaluating social innovation, monitoring and assessment of the transposition and application of Union law), (ii) policy implementation (e.g. cross-border partnerships, labour-targeted mobility scheme), (iii) capacity building (e.g. networks at Union level, national contact points, stakeholders' transnational cooperation) and (iv) communication and dissemination activities (e.g. mutual learning through exchange of good practices, guides, events, events of the Presidency of the Council etc.).
The ESF+ is the main instrument of the EU for investing in people’s employment, education and skills, and social inclusion (1) to support economic, social and territorial cohesion in the EU.
The ESF+ is composed of two strands: the ESF+ strand under shared management encompassing the previous European Social Fund (ESF), the Youth Employment Initiative (YEI) and the Fund for European Aid to the Most Deprived (FEAD); and the EaSI strand, implemented under direct and indirect management.
DG Employment, Social Affairs and Inclusion is the lead DG for the Commission.
The responsibility for employment and social policy lies primarily with the Member States. The European Union mostly supports and complements Member States’ efforts by co-financing projects with ESF+ resources at national and regional level, therefore operating under shared competence.
The EU may also adopt minimum requirements in the form of directives, which enable EU Member States to adopt additional stricter provisions. Still, no financing is directly linked to the implementation of directives. Furthermore, in the context of the European Semester, underpinned by the employment guidelines, the Council on the proposal of the Commission may adopt country-specific recommendations for areas covered by named guidelines. These recommendations play an important role in setting the priorities for ESF+ support.
In addition to the ESF+ regulation, the shared management strand of the ESF+, as part of the cohesion policy, is mainly regulated by the common provisions regulation. The rules on management, programming, implementation, monitoring, and auditing to be applied are provided for in the common provisions regulation, whereas the specific objectives, fund-specific rules on the methods of implementation, programming, thematic concentration, eligibility, indicators and reporting are provided for in the ESF+ regulation.
(1) Articles 162 to 164 and 174 to 178 of the Treaty on the Functioning of the European Union.
The ESF+ merges several funds/programmes from the 2014-2020 multiannual financial framework, namely the ESF, the YEI, the FEAD and the EaSI programme. The merging of the funds is expected to reduce the administrative burden linked to the management of different funds. The merger is based both on the results of evaluations and on stakeholder consultations.
ESF+ offers an optimised design compared to the 2014-2020 period. In the 2014-2020 multiannual financial framework, the above programmes were addressing similar policy objectives but were implemented independently according to different sets of rules, making it difficult to develop synergies. In the 2021-2027 multiannual financial framework, these funds are merged into a single programme to pool available resources to support integrated investments in people, to streamline and simplify the funding landscape and to create additional opportunities for synergies. The ESF+ has thirteen specific objectives that have a broader scope but are fewer and more streamlined than the previous ESF, which had nineteen specific objectives.
Furthermore, the ‘categories of regions’ apply less stringently on ESF+ programming compared to its predecessor programmes, as the funding follows the end beneficiary. Member States are allowed to use funding from any category of region of the programme to provide support to operations across the territory of the Member State. The only condition is that these operations contribute to the objectives of the programme, irrespective of where they are implemented.
Programme website:
Impact assessment:
- The impact assessment of the ESF+ was carried out in 2018.
- For further information please consult: https://europa.eu/!uV97Jw
Relevant regulation:
- Regulation (EU) 2021/1057 of the European Parliament and of the Council.
- Common Provisions Regulation 2021/1060 of the European Parliament and Council (for the shared management strand of ESF+)
Evaluations:
1) European Social Fund
Four thematic evaluations on ESF support between 2014 and 2018 were finalised in 2020:
- evaluation of the ESF/YEI support to youth employment(1);
- evaluation of the ESF support to employment and labour mobility (Thematic Objective 8 excluding support to youth employment)(2);
- evaluation of ESF support to social inclusion (Thematic Objective 9)(3); and
- evaluation of ESF to education and training (Thematic Objective 10)(4)
Their key findings were presented in the ESF+ Programme Statement for the 2022 Draft Budget.
In 2022, DG Employment, Social Affairs and Inclusion carried out an evaluation and a study in preparation of the ESF ex post evaluation.
- The evaluation of the Coronavirus Response Investment Initiative and the Coronavirus Response Investment Initiative Plus, which focuses on whether the ESF has been able to provide the necessary type of support to the right target groups in a timely manner. The related staff working document will be finalised by the second quarter of 2023.
- The meta-analysis of ESF evaluations, which attempts to generalise national ESF evaluations’ findings through statistical methods.
2) Fund for European Aid to the Most Deprived
The key findings of the latest evaluation (5) have been presented in the ESF Programme Statement accompanying the 2020 Draft Budget.
In 2022, managing authorities of FEAD operational programmes type I (i.e. providing food and/or basic material assistance and accompanying measures) carried out a structured survey on end-recipients, to be reported to the Commission in June 2023.
According to Article 18 of the FEAD regulation, the Commission shall carry out an ex post evaluation to assess the effectiveness and efficiency of the fund and the sustainability of results obtained, as well as to measure the added value of the fund. This ex post evaluation shall be completed by 31 December 2024.
3) Employment and social innovation programme
The EaSI programme’s mid-term evaluation covered the implementation 2014-2016 period (6) and the findings were included in the ESF Programme Statement for Draft Budget 2020.
In 2022, the EaSI ex post evaluation, covering the overall implementation 2014-2020 period, and the European Progress Microfinance Facility final evaluation were completed. For further information please consult: https://webgate.ec.testa.eu/publications/studiesdb/Consultation.xhtml?studyProjectId=12185.
The third EaSI performance monitoring report covering the activities in 2017 and 2018 was published in March 2020 (7) and the conclusions were presented in the ESF+ Programme Statement accompanying Draft Budget 2022.
The fourth EaSI performance monitoring report covering the 2019-2020 period was published in 2022. For further information please consult: https://ec.europa.eu/social/main.jsp?catId=738&langId=en&pubId=8501&furtherPubs=yes
(1) Evaluation of the ESF/YEI Support to Youth Employment.
(2) Evaluation of ESF Support to Employment and Labour Mobility.
(3) Evaluation of ESF Support to Social Inclusion.
(4) Evaluation of ESF to Education and Training.
(5) FEAD Mid-Term Evaluation, (SWD(2019)148).
Budget
Budget programming of the ESF+ (million EUR):
2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | Total | |
---|---|---|---|---|---|---|---|---|
Financial programming (*) | 174.0 | 15 967.8 | 16 374.9 | 16 816.3 | 17 265.5 | 14 601.6 | 15 045.97 | 96 246.1 |
NextGenerationEU | ||||||||
Decommitments made available again | N/A | |||||||
Contributions from other countries and entities | 7.2 | 2.6 | p.m. | p.m. | p.m. | p.m. | p.m. | 9.8 |
Total | 181.2 | 15 970.5 | 16 374.9 | 16 816.3 | 17 265.5 | 14 601.6 | 15 045.9 | 96 255.9 |
(*) Article 15(3) of the financial regulation.
(**) These amounts take into account the contribution of the ESF+ to the Just Transition Fund, the Border Management and Visa Instrument and other instruments (if any). The total does not include financing under the recovery assistance for cohesion and the territories of Europe programme.
Budget programming of the recovery assistance for cohesion and the territories of Europe programme (REACT-EU) under the ESF (million EUR):
2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | Total | |
---|---|---|---|---|---|---|---|---|
Financial programming (*) | ||||||||
NextGenerationEU | 15 434.9 | 5 202.9 | 26.4 | 20 664.2 | ||||
Decommitments made available again (*) | N/A | |||||||
Contributions from other countries and entities | ||||||||
Total | 15 434.9 | 5 202.9 | 26.4 | 20 664.2 |
(*) Only Article 15(3) of the financial regulation.
- Due to the late adoption of the ESF+ in 2021, its implementation had a slow start in 2022, but all programmes are now adopted and implementation on the ground started in 2023. Member States have already signalled close to EUR 1 billion in their payment forecasts for January-October 2023. In some cases, the first transmission of data of 31 January 2023 already has listed the number of selected operations together with the total eligible cost of selected operations. This data signals that the implementation is quickly picking up the pace.
- Like in the previous year, the implementation of the 2014-2020 programmes was still ongoing. In particular, the Cohesion’s Action for Refugees in Europe (CARE), Flexible Assistance to Territories (FAST-CARE) introduced the necessary flexibility for Member States to reallocate the remaining budget of the 2014-2020 period. This is the case also for REACT-EU, which bridges the two programming periods and allows for 100% co-financing of Member States actions.
- The difference between the financial programming and the reference amount in the legal basis relates to budget transfers between the ESF+ budget and other EU funds, in particular the European Regional Development Fund (ERDF) and the Cohesion Fund (CF), but also the Border Management and Visa Instrument (BMVI), Erasmus+, and the Just Transition Fund.
- In total, nine countries (CZ, EL, HR, HU, LT, PL, RO, SI, and SK) transferred ESF+ budget to the ERDF and the CF, amounting to a total transfer of EUR 3.9 billion. With budget transfers, Member States made good use of the flexibility offered in the common provisions regulation to adjust their national envelope to their national specificities. Budget transfers to the ERDF and CF were made, among other reasons, to invest more in the reduction of regional disparities, invest in the construction of transport and environmental infrastructure, and to improve the interconnection between the ESF+, the ERDF, and the CF. For example, for the activities planned through the ESF+, a complementary infrastructure needs to be provided, which oftentimes corresponds with the ERDF and the CF. Other transfers from the ESF+ took place to (in)direct funds (EUR 57 million), to the Border Management and Visa Instrument (EUR 175 million), and Just Transition Fund (EUR 109 million).
- Nine Member States proposed transfers from ERDF to increase the ESF+ allocation (AT, BE, DE, EE, ES, IT, LU, LV and PT). The transfers from other funds to the ESF+ amounts to EUR 1.4 billion in total. The rationale for transfers to the ESF+ could be found in lower allocations in certain tranches, and, in some cases, less general allocation compared to previous years, which would impede the continuity of policies developed in the previous programming period. Moreover, certain Member States want to allocate more funding to ESF+ to address pressing labour market constraints and thus respond to structural challenges in fields of employment, skills and social inclusion, made worse in the wake of the pandemic that has exacerbated inequalities and social exclusion.
- The previously mentioned reallocations from and to ESF+ were made to better suit the different needs of Member States and specificities of their respective regions, but they should not negatively impact the performance of the ESF+ programme and the overall objectives of the respective funds.
Budget performance – implementation
Multiannual cumulative implementation rate of ESF+ at the end of 2022 (million EUR):
Implementation | 2021-2027 Budget | Implementation rate | |
---|---|---|---|
Commitments | 16 057.7 | 96 246.1 | 16.7% |
Payments | 1 532.7 | 1.6% |
Annual voted budget implementation of ESF+ (million EUR)(1):
Commitments | Payments | |||
---|---|---|---|---|
Voted budget implementation | Initial voted budget | Voted budget implementation | Initial voted budget | |
2021 | 143.1 | 12 914.6 | 4.9 | 552.8 |
2022 | 15 909.4 | 13 280.0 | 1 524.1 | 1 078.0 |
(1) Voted appropriations (C1) only.
- The implementation of the shared management strand of the ESF+ started slowly in 2022 after it was significantly delayed in 2021. All programmes with an ESF+ contribution (except for one technical assistance programme which was carried-over to 2023 and adopted in the beginning of the year) were adopted. As a result, the relevant budget appropriation was fully committed in 2022 (budget commitment) and the pre-financing amount of 0.5% was paid, complemented by an additional 0.5% pre-financing for the FAST-CARE Initiative.
- For 2023, the budget implementation of the ESF+ programmes will continue. The relevant budget allocation can be committed and the outstanding pre-financing payments will be executed, including a second additional pre-financing of 0.5% under the FAST-CARE initiative. In addition, it is expected for 2023 that the first interim payment requests will be submitted by the Member States and can be paid.
- Despite the slow start in implementation of the 2021-2027 ESF+ programmes in 2022, a smooth transition between the 2014-2020 programmes and the new programmes was ensured. In addition to the recovery assistance for cohesion and the territories of Europe programme (REACT-EU) which was adopted in 2021 to support Member States' recovery from the economic and social consequences of the COVID-19 crisis, three other amendments to the common provisions regulation were adopted in 2022. These allowed for the increase in flexibility of the 2014-2020 cohesion policy rules necessary to react to crises. Namely, the CARE and FAST-CARE initiatives allow Member States to reallocate available funding from the 2014-2020 programming period to provide emergency assistance to people fleeing Ukraine and to address the consequences. In addition, the Commission's proposal on 'Supporting affordable energy' introduces further flexibility, allowing Member States to use available funds under their 2014-2020 allocation to provide direct support to vulnerable families and small and medium-sized businesses to help them face increased energy costs.
- The request for Draft Budget 2024 builds on the adopted financing plans for the 2022-2027 period accompanying the programmes. In total, it amounts to EUR 16.6 billion for 2024. Additionally, DG Employment, Social Affairs and Inclusion is going to adopt a delegated act rolling over simplified cost options, which already existed under 2014-2020 (for education, training of the unemployed, training of employed people, employment-related counselling services). The delegated act will also set out new EU-level simplified cost options and financing not linked to costs values for operations in the field of in-home and community based social services and emergency services for victims of domestic violence and homelessness. As for the uptake of simplified cost options in programmes: 13 Member States have set simplified cost options in their programmes so far. A significant number of further schemes is being and will be prepared in the coming years.
- Concerning the EaSI strand, the delays in the implementation in 2021 due to the late entry into force of the ESF+ regulation, the impact of the pandemic on the organisation of meetings and the ability of some of the stakeholders to take part in EaSI calls for proposals have been partially compensated in 2022. While the financing decisions were timely adopted in late 2021 allowing to start implementation from 1 January 2022, there are still delays in implementation, as all calls for tender and for proposals of 2021 were shifted by 6 months. Also, the award of grants has not reached cruising speed yet, due to a new IT tool that operational units as well as stakeholders were not fully familiar with in 2022. This was anticipated by a prudent request for commitments in the budget 2023. The cut has been carefully weighted so as not to negatively affect the delivery of the programme's objectives in the long term.
- Under the EaSI strand, the Commission awarded eight calls for proposals from 2021. Regarding 2022, the Commission already awarded three calls for proposals and three more are under evaluation. The Commission will continue to support the implementation of the European Pillar of Social Rights (EPSR). In 2023 through the implementation of activities to support the effectiveness of employment and social policies; keeping the support to evidence-based policymaking, and supporting initiatives of the Commission work programme relating to EaSI, the European Year of Skills, and the EPSR action plan(1), either through preparatory work or monitoring and assessing the implementation. This includes initiatives on long term care, protection of workers from the risks related to exposure to asbestos at work, social dialogue, guidance on Distributional Impact Assessment and tackling employment and social risks and addressing labour shortages in the EU in the geopolitical context.
- In 2023, the Commission will allocate EUR 57 million in grants, EUR 32 million in procurement and EUR 35 million in indirect management.
- The request for Draft Budget 2024 is conservative and based on the execution in 2021 and 2022. It is expected that 2024 will still be a bridging year until cruising speed at the level of the financial programming can be reached in 2025. As the budget implementation of the 2021-2027 ESF+ programmes is only taking off at the moment, it is too early to make predictions over planned decommitments. So far, no budget appropriation had to be decommitted.
Contribution to horizontal priorities
Green budgeting
Contribution to green budgeting priorities (million EUR):
Implementation | Estimates | Total contribution | % of the 2021–2027 budget | ||||||
---|---|---|---|---|---|---|---|---|---|
2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | |||
Climate mainstreaming | 0.5 | 1 263.4 | 984 | 1 010.7 | 1 036.4 | 874.5 | 901.6 | 6 071.1 | 6% |
Climate Mainstreaming (ReactEU) | 1 202.2 | 401.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1 603.2 | |
Biodiversity mainstreaming | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0% |
Clean air | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0% |
- The ESF+ fully supports the climate change objectives by promoting green skills jobs and contributing to the green economy. Climate actions can be undertaken under the majority (if not all) of the ESF investment priorities (whether it is in the context of support to small and medium-sized enterprises, vocational education and training systems, life-long learning or youth employment measures, among other things). It is for this reason that the Commission decided to add a dimension to the ESF to track climate change expenditure: the ESF secondary theme. All expenditure under the ESF secondary theme has a 100% coefficient.
- This contribution corresponds to the amount earmarked for the secondary theme (01) ‘Contributing to green skills and jobs and the green economy’ in the ESF + programmes.
- The ESF+ promotes green skills and jobs and contributes to the green economy by:
- supporting the labour force by enhancing knowledge and skills to develop, produce, use and apply new efficient and low-carbon technologies in a broad range of sectors and by matching these skills to jobs;
- offering support to the labour force to alleviate any negative impact on employment as a result of shifting to a low-carbon and climate-resilient economy, namely jobs cuts in energy-intensive industries.
- Through this type of investment, the programme also partially supports the development of biodiversity-relevant skills and jobs. However, the contribution of the ESF+ to biodiversity is only marginal, compared to the broader contribution to climate mainstreaming, and cannot be tracked, as such tracking is not envisaged in the regulation.
Gender
Contribution to gender equality (million EUR) (*):
Gender score | 2021 | 2022 | Total |
---|---|---|---|
0 |
- |
646.7 |
646.7 |
0* |
143.1 |
1 085.1 |
1 228.2 |
1 |
0 |
13 461.8 |
13 461.8 |
2 |
- |
715.8 |
715.8 |
(*) Based on the applied gender contribution methodology, the following scores are attributed at the most granular level of intervention possible:
- 2: interventions the principal objective of which is to improve gender equality;
- 1: interventions that have gender equality as an important and deliberate objective but not as the main reason for the intervention;
- 0: non-targeted interventions (interventions that are expected to have no significant bearing on gender equality);
- 0*: score to be assigned to interventions with a likely but not yet clear positive impact on gender equality.
- Under the ESF+ shared management, Member States were obliged to programme targeted actions aimed at increasing sustainable participation, making progress in terms of women in employment and guaranteeing that all ESF+ selection criteria and procedures ensure gender equality. Gender equality is one of six thematic enabling conditions used for the first time in the 2021-2027 period. That means that gender equality is a prerequisite for the effective and efficient implementation of the specific objectives of the fund(s). Member States had to assess in their programmes whether the enabling conditions linked to the selected specific objectives were fulfilled. DG Employment, Social Affairs and Inclusion reviewed Member States’ own assessments on the fulfilment of enabling conditions and, when necessary, recommended possible remedies. Moreover, the DG sits as an advisor in the monitoring committees with Member States, whose task is to ensure the correct application of selection criteria and procedures. It is also important to underline that all ESF+ personal data and indicators are broken down by gender (female, male, non-binary). The amounts provided correspond to those earmarked for the gender codes of the common provisions regulation: ‘01’ for gender targeting (corresponding to a score of 2), ‘02’ for gender mainstreaming (corresponding to a score of 1), and ‘03’ for gender neutral (corresponding to a score of 0).
- To strengthen gender equality in the 2021-2027 partnership agreements and programmes, DG Employment, Social Affairs and Inclusion has given dedicated presentations on this topic in several technical webinars and meetings addressed to the managing authorities of all common provisions regulation funds. The DG requested that all Member States include a strong commitment in their partnership agreements to respect horizontal principles. It also asked the Member States for more specific information in each common provisions regulation programme to make sure that gender mainstreaming is taken into account at all stages of the programming and implementation. Specific questions on this topic have been included in the partnership agreements and programme internal checklists to ensure that this is assessed by all geographical desk officers. The arrangements set out by managing authorities are also assessed in the context of the horizontal enabling conditions, which are prerequisite conditions for the effective and efficient implementation of the specific objectives of the funds. Horizontal enabling conditions include the implementation of the Charter of Fundamental Rights and the implementation and application of the United Nations Convention on the Rights of Persons with Disabilities. A dedicated procedure was set up for the horizontal enabling conditions and their implementation which involves all relevant Commission services at both the technical level and the Cabinet level.
- The COVID-19 crisis has disproportionally affected people in our society, including women and in particular single mothers, the low skilled, those with a migrant background or with a disability and older women living in institutional care. Member States have been invited to pay particular attention to the needs of these groups when programming the additional resources provided for through the funding instruments aiming to support recovery from the crisis, including REACT-EU and ESF+.
- Gender equality is also a horizontal priority for the direct management strand of ESF+ and should be taken into account in all activities. To identify to what extent the employment and social innovation strand is successful in mainstreaming horizontal principles in EaSI-supported activities, the performance framework of the strand includes an indicator on the percentage of stakeholders who declare that the activities funded through EaSI promote gender equality and non-discrimination. This indicator is directly linked to SDG 5 (1).
(1) More information is available below in the section on sustainable development goals, under sustainable development goal 5: ‘Achieve gender equality and empower all women and girls’.
Digital
Contribution to digital transition (million EUR):
2021 | 2022 | Total | % of the total 2021-2027 implementation | |
---|---|---|---|---|
Digital contribution | 0 | 1 134 | 1 134 | 7% |
- The digital transition is supported by the ESF + through its investment in digital skills. In particular, the amounts provided correspond to those earmarked for ‘Developing digital skills and jobs’ (secondary theme 02) in the ESF+ programmes. Digital-relevant activities are well represented by the Recovery and Resilience Facility intervention field grid, a detailed and specific methodology to track digital expenditure used to provide estimations of the financial contribution to the digital transition in 2022.
Budget performance – outcomes
Baseline | Progress (*) | Target | Results | Assessment | |
---|---|---|---|---|---|
Unemployed participants reached (including long-term ones) | 0 | 0% | 20.6 million in 2027 | No results | No data |
Number of participants aged 55 years and above reached | 0 | 0% | 4.2 million in 2027 | No results | No data |
Participants with lower-secondary education or less (ISCED 0-2) reached | 0 | 0% | 26.6 million in 2027 | No results | No data |
Participants considered part of disadvantaged groups reached (participants with a foreign background, minorities including participants from the Roma community, non-EU-country nationals) | 0 | 0% | 9.4 million in 2027 | No results | No data |
Quantity of food distributed | 0 | NA | NA | No results | No data |
Number of children below 18 years of age benefiting from food, material or voucher support | 0 | NA | NA | No results | No data |
Number of information-sharing and mutual-learning activities | 0 | 0% | 279 in 2027 | No results | No data |
Number of social experimentations | 0 | 0% | 34 in 2027 | No results | No data |
% of target achieved by the end of 2021.
Link to file with complete set of EU core performance indicators
- Performance assessments for the shared management strand and the direct management strand of the ESF+ will be provided once the implementation has taken off in 2023.
- At the reporting date, all of the programmes including an ESF+ contribution (except one technical assistance programme which was carried over to 2023 and adopted at the beginning of the year) have been adopted by the Commission. This means that pre-financing amounts were paid to Member States and that they recently started to implement the programmes. In 2022, DG Employment, Social Affairs and Inclusion started attending the first Monitoring Committee meetings for the 2021-2027 programming period. Since the implementation started only recently, the focus of the monitoring committee meetings was to discuss the committee’s rules of procedure and the selection criteria of operations with the Member States.
- With regard to the direct management strand, support structures have been established, such as the EaSI national contact points in EU Member States providing information about EaSI calls, projects and results. These will serve to improve participation in the EaSI strand and to assist in upscaling, mainstreaming and/or replicating EaSI project results, for instance by using other funds.
- In 2022, as part of the European Year of Youth, DG Employment, Social Affairs and Inclusion worked towards the implementation of the new ALMA (aim, learn, master, achieve) initiative. The pilot call for proposals was launched in December 2022 (10) to foster the implementation of the initiative across all the EU Member States. Public and private organisations (e.g. youth organisations, non-governmental organisations, local authorities, job centres, schools, vocational education and training providers, etc.) established in a Member State have the possibility to apply and to contribute to the scaling up of the ALMA initiative all over the EU. The initiative aims to facilitate the inclusion of persons not in education, employment or training through a work placement abroad. It has been so far included in more than 15 ESF+ programmes, substantially more than the target of five. By giving young people the opportunity to create new connections across Europe, this initiative fosters their inclusion in society and helps them find their way to the job market in their home countries more easily.
- The COVID-19 pandemic has shown that special attention needs to be paid to vulnerable groups, as they have been hit the hardest by the crisis and risk being left behind. The need to further support the development of digital skills across the EU has also become evident. Member States should focus on these target groups and priorities for medium- and long-term recovery through the ESF, the Recovery Assistance for Cohesion and the Territories of Europe and the ESF+ programming. The ESF+ regulation sets out thematic concentration requirements that will ensure an increased focus on actions promoting social inclusion, fighting poverty and developing the skills needed for the digital and green transitions. It also includes a more ambitious requirement for investing in young people and addressing child poverty. Moreover, learning from the COVID-19 crisis, a derogation article was added to the ESF+ regulation setting out the possibility to adopt temporary measures to respond to future exceptional and unusual circumstances.
- DG Employment, Social Affairs and Inclusion has designed a set of indicators for the EaSI strand based on the principle of proportionality, simplifying the collection of data and shortening the content of the questionnaires to the minimum necessary for monitoring and evaluation. This proposal considers the limitations offered by the current sources available to the DG and avoids placing any additional burden on operational units to perform desk research and administrative checks: automation with the use of existing IT tools (such as the financial programming tool FINAP) and existing data from other studies and monitoring reports is prioritised to save time and increase the coherence of results.
MFF 2014-2020 – European Social Fund
The ESF is the EU’s main 2014-2020 multiannual financial framework instrument for supporting jobs, helping people get better jobs, ensuring fairer job opportunities for all and supporting upskilling and reskilling. It works by investing in the EU’s human capital – its workers, its young people and all those seeking a job. ESF financing improves job prospects for millions of people, in particular those who find it difficult to get work.
Budget implementation
Cumulative implementation rate at the end of 2022 (million EUR):
Implementation | 2014-2020 Budget | Implementation rate | |
---|---|---|---|
Commitments | 93 619.5 | 93 630.6 | 99.9% |
Payments | 79 143.0 | 84.5% |
- The ESF implementation is on course, with, end 2022, no decommitments of funding in Member States due to delays in implementation. The year has been marked by the war of aggression against Ukraine, and the resulting flows of displaced persons, many unaccompanied minors. Many Member States had to show significant flexibility in using the funds, and making optimal use of the provided flexibilities.
- Implementation progress and challenges were addressed in the regular ESF Technical Working Group and ESF Committee meetings. Discussions focused, for example, on promoting the use of simplified cost options in ESF programmes and getting all relevant stakeholders more involved by sharing best practices. Also more emphasis is being placed in this group on exchanges between Member States, so that good practices are widely promoted. This practice will continue, with the aim of continuing the sharing of innovative ways and to simplify the implementation in the 2021-2027 period. For example, this includes Member State presentations on their experience with the use of financing not linked to cost, reception of refugees fleeing the war of aggression against Ukraine or electronic vouchers in FEAD/food and material support for the most deprived implementation.
- By the end of 2022 the overall ESF project selection rate, including for the additional allocation for recovery assistance for cohesion and the territories of Europe (REACT-EU), stood at 108.4%. In 2021, nearly EUR 13.4 billion had been paid to the 2014-2020 ESF programmes, along with nearly EUR 1.1 billion for REACT-EU, lifting the absorption rate to 72.5% (total payments made compared to allocation, including REACT-EU). The level of ESF expenditure certified to the Commission remained high in 2021. This confirms that a mature phase of implementation has been reached for the majority of the programmes. Implementation has not been affected by the COVID-19 health crisis thanks to the effects of the programme amendments under the Coronavirus Response Investment Initiatives and the higher flexibility provided for all European structural and investment funds.
- In regard to the YEI, the mature phase of implementation continued in 2022. By the end of 2022, the total eligible cost of YEI operations selected for support was EUR 12.2 billion, and more than EUR 8.1 billion had been declared by beneficiaries. By the end of 2022, nearly EUR 3.8 billion had been paid to the Member States in relation to the YEI (including interim payments and pre-financing).
- According to the 2021 annual implementation reports, most ESF programmes advanced with implementation rates increasing by 10-20 percentage points compared to 2020. However, differences still exist in terms of expenditure declared as some Member States achieved full budget implementation and others are still lagging behind on implementing their ESF and/or YEI budget. The most common reason for this is capacity constraints on the part of Member State authorities. Implementation weaknesses are regularly addressed bilaterally by DG Employment, Social Affairs and Inclusion’s geographical desk officers in the context of ESF implementation and ESF+ programming negotiations with managing authorities.
- The use of financial instruments also increased. Eleven Member States included them in 31 operational programmes for the 2014-2020 programming period; overall, 85 financial instruments were set up. Operational programme contributions of EUR 758 million were committed to these financial instruments including EUR 521 million of ESF. Most financial instruments supported by ESF and YEI were established under Thematic Objective 8 ‘promoting sustainable and quality employment and supporting labour mobility’. There were also financial instruments under Thematic Objective 9 ‘promoting social inclusion, combating poverty and any discrimination’ in BG, CZ, HU, IT and PL. Thematic Objective 10 ‘investing in education, training and lifelong learning’ was addressed by financial instruments in IT, MT and PT. Managing authorities mainly established loan or micro-loan with some exceptions, including equity and guaranty schemes. In 2014-2020 their use was extended to all thematic objectives and was intensified thanks to an improved regulatory framework and more flexible implementation options. The increased take-up of financial instruments was also supported by fi-compass (1) advisory platform, a joint initiative of the European Commission and the European Investment Bank aiming at building capacity within the ESF managing authorities.
- In 2022, DG Employment, Social Affairs and Inclusion continued providing technical and policy guidance on the programmes through the monitoring committees to ensure that they are on track to deliver the expected results.
- In 2022, DG Employment, Social Affairs and Inclusionran the ESF Transnational Cooperation Platform until its conclusion in July. This is the framework for activities relating to transnational cooperation between the Member States’ ESF managing authorities and other stakeholders involved in ESF planning, implementation and monitoring. It concerned four communities of practice: employment, education and skills; social inclusion; social innovation; and result-based management. Its aim was to foster mutual learning and good practices, while paving the way for the 2021-2027 programming period and ESF+. Due to the pandemic, all activities took place online. After July 2022, and during the 2021-2027 period, transnational cooperation activities will take place under the ESF social innovation+ initiative. With a budget of EUR 197 million, the initiative will be implemented under indirect management by the Lithuanian European Social Fund Agency. The first activities of the initiative are expected to start in the second half of 2022.
- The gap between the project selection rate on the ground and the implementation rate of the ESF is expected to reduce significantly in 2023 and 2024. According to the Member States’ forecasts, EUR 23.8 billion is expected to be sent to the Commission for reimbursement in 2023, lifting the implementation rate to 82% of the total envelope. An additional EUR 12.5 billion is expected to be requested for reimbursement in 2024, further raising the ESF’s implementation rate to 89%. Moreover, DG Employment, Social Affairs and Inclusion will continue its work on assessing programme amendment requests submitted by Member States to ensure that the ESF and YEI programmes are policy and result oriented.
- In March 2022, in order to help Member States and regions to provide emergency support to people fleeing from Russia's invasion of Ukraine, the Commission adopted CARE. The initiative introduced the necessary flexibility into the 2014-2020 cohesion policy rules to allow the swift reallocation of available funding to provide such emergency support. It was extended in June 2022 with the adoption of the FAST-CARE initiative. It added further flexibility to the rules of Cohesion policy for those welcoming and integrating displaced persons. In particular, it introduced the possibility of a 100% co-financing option for priorities promoting the socioeconomic integration of non-EU nationals and introduced EUR 3.5 billion of additional pre-financing available to Member States in 2022 and 2023. As part of the repowerEU legislative package, the Commission proposed the ‘Supporting affordable energy’ initiative which aims to introduce further flexibility, allowing Member States to use unspent funds under their 2014-2020 allocation to provide direct support to vulnerable families and small and medium-sized businesses to help them face increased energy costs.
(1) FI-compass.
Baseline | Progress (*) | Target | Results | Assessment | |
---|---|---|---|---|---|
Participants in employment, including self-employment, upon leaving the ESF intervention | 0% | > 100% | 24% in 2023 | 30% of participants compared to a target of 24% | On track |
Participants gaining a qualification upon leaving the ESF intervention in education, training and vocational training for skills and lifelong learning | 0% | > 100% | 23% in 2023 | 26% of participants compared to a target of 23% | On track |
Inactive young people not in employment, education or training gaining a qualification or in employment upon leaving the Youth Employment Initiative intervention | 0 | > 100% | 0.26 m in 2020 | 0.28 million compared to 0.26 million inactive participants | Achieved |
% of target achieved by the end of 2021.
Link to file with complete set of EU core performance indicators
- With an overall budget of EUR 133.7 billion (EU and national share) (1), the ESF has recorded a positive trend in implementation. Available data relating to the ESF’s financial implementation by the end of 2022 suggest that, thanks to the Coronavirus Response Investment Initiatives and initiatives relating to the ‘Recovery assistance for cohesion and the territories of Europe’ programme, the rate of implementation has not slowed down in the exceptional circumstances of the COVID-19 pandemic. The effects of CARE, adopted in 2022, on financial absorptions will only be observed in 2023.
- The ESF has been successfully promoting sustainable and quality employment (in line with specific objective 1). Over 20 million people had participated in the project in this area by the end of 2021. This marks a steady increase since 2016 and a significant improvement compared to 2020 (174 million participants). The trend reflects the fact that an acceleration in the implementation and achievement of outputs and/or results typically takes place after the midterm, because of the time needed to roll-out projects. On average, DG Employment, Social Affairs and Inclusion achieved 98.4% of its target values for output indicators and 56% of its targets for result indicators in the field.
- In the field of social inclusion (specific objective 2), the ESF contributes to reducing poverty in the EU by targeting specific groups such as low-skilled people, (long-term) unemployed people, older people, people with disabilities and people with a migrant/foreign background. In 2021 the selection rate stood at an average of 101%. DG Employment, Social Affairs and Inclusion accompanied the managing authorities in reprogramming the different programmes to include COVID-19 support measures, notably short-time work schemes and the option of 100% co-financing in the 2020/2021 accounting year. The DG’s geographical desk officers are in close bilateral contact with managing authorities to ensure all implementation challenges are effectively addressed. At the EU level, 41% of all ESF participants supported by the end of 2021 were considered to be part of disadvantaged groups. This value is in line with the target (40%). The indicator shows that the ESF is successfully reaching and supporting the most vulnerable groups, and thus provided an important contribution to the headline target of lifting people out of the risk of poverty or social exclusion. This is also indicated by other output and result indicators in the field of social inclusion. In particular, DG Employment, Social Affairs and Inclusion achieved 100% of its targets for output indicators and 40% of its targets for performance indicators.
- Implementation is highest in the field of education and training (specific objective 3), with the project selection rate by the end of 2021 at 116%. With an increase of 3 million participants compared to the previous year, 20 million participants were recorded for all operations in the field by the end of 2021, of which 7.3 million people reached an individual short-term result. In terms of immediate results, more than 5 million participants gained a qualification with the support of ESF investments with an education objective, while another 1.4 million participants were receiving education/training (2). Overall, the targets of DG Employment, Social Affairs and Inclusion concerning output indicators were fully achieved (100%) and the targets concerning result indicators stood at 52%.
- Institutional capacity investments (specific objective 4) have supported 74 000 projects as of 2021, targeting public administrations or public services at the national, regional or local level. In terms of individual results, such interventions mainly contributed to public officials gaining a certain type of qualification (277 000), but the most meaningful results are procedural in kind, such as a shorter amount of time required for certain operations or specific positive results for organisations, public administrations, the judiciary and civil-society organisations such as implementing information technology systems, revising or simplifying procedures and increasing regulatory scrutiny.
- In the field of support for young people not in employment, education or training (specific objective 5), by the end of 2021 a total of 3.74 million young people had benefited from YEI support. At the EU level, participants are well balanced from a gender perspective. The outputs and results under this objective indicate a positive trend in implementation and good progress in reaching the targets (87 and 55% median target achievements for output and result indicators). The findings of the relevant ESF/YEI evaluation highlight that integrated pathways are needed to provide better support to disadvantaged groups across all ESF programmes.
- This will be addressed by the ESF+, which has put a specific focus on youth employment. Nine Member States with a level of young people not in employment, education or training above the EU average had to devote at least 12.5% of their ESF+ resources to helping them get a qualification or a good-quality job. In 2022 the DG launched the ALMA initiative, which is financed by the ESF+ and is working on setting up a broad cross-border youth mobility scheme for those young people not in employment, education or training who are most disadvantaged due to personal or structural reasons. By giving them the opportunity to create new connections across Europe, this initiative fosters their inclusion in society and helps them find their way to the job market in their home countries more easily.
- Concerning the response to the COVID-19 crisis, the ESF was primarily used to support people affected by the crisis and to increase the capacity of social and healthcare services. This was pursued through support for short-time work schemes, supplementary wages for healthcare personnel, funding for healthcare equipment and improved access to healthcare and social services for vulnerable groups. Overall, thanks to the flexibility and additional resources introduced by the Coronavirus Response Investment Initiative Plus and recovery assistance for cohesion and the territories of Europe initiatives, no negative effect on ESF performance was noticed by the end of 2021, according to the latest Member State annual implementation reports.
(1) Not including the YEI, which receives an EU contribution of EUR 8.9 billion.
(2) Please note that these figures exclude the investments from the YEI. Taking ESF and YEI action together, 8.8 million people had gained a qualification 2021 and 2.6 million participants were in education or training by the end of 2021.
MFF 2014-2020 – Fund for European Aid to the Most Deprived
FEAD supports EU Member States’ measures to provide assistance (including food, clothing and other essential items for personal use, such as shoes, soap and shampoo) to the most deprived. Material assistance goes hand in hand with social inclusion measures, such as guidance and support to help people out of poverty. National authorities may also support stand-alone social inclusion measures that help the most deprived people integrate better into society.
Budget implementation
Cumulative implementation rate at the end of 2022 (million EUR):
Implementation | 2014-2020 Budget | Implementation rate | |
---|---|---|---|
Commitments | 3 813.7 | 3 813.7 | 100% |
Payments | 3 102.8 | 81.4% |
- In 2021, a total of 15 million individuals received food assistance through FEAD (1), and another 2.1 million individuals received material assistance. Slightly under 18 thousand individuals received social inclusion support (OPII). Of this total of end recipients, 50% were women, 26% children and 11% above 65 years old. A total share of 18% were migrants, people with a foreign background or minorities, 6% persons with disabilities and 5% homeless. The number of end-recipients increased in response to the COVID-19 pandemic in 2020 and remained relatively stable in 2021 as well. The amount of food counted in tonnes has increased steadily since 2019, to almost 450 thousand tonnes of food in 2021. This increase is related to increased precariousness during COVID-19 lockdowns.
- By the end of 2021, the total approved expenditures reached EUR 4 680 million, which is the equivalent of 94% of the total resources allocated for the 2014-2020 programming period by 2021, or EUR 5.0 billion. This total budget includes both EU funds and national co-financing of FEAD programmes by the end of 2021, as well as an increase of 0.5 billion related to REACT-EU.
- The annual amount of expenditure incurred by beneficiaries and paid for the implementation of operations in 2021 has increased considerably in comparison to earlier years to EUR 768.3 million, reaching a total EUR 3 614.5 million by the end of 2021 (or 65% of the total budget). In terms of declared expenditure, an acceleration in comparison to earlier years can be observed as well, reaching an annual amount of declared expenditures of EUR 703.9 million, reaching EUR 3 115.3 million in total, or 63% of the total budgets.
- By 2022, Cyprus, Denmark, the Netherlands and Finland had fully implemented their budget from the Food and/or basic Material Assistance Operational Programme (OP I). The average implementation rate at EU level is 77%. Currently, Bulgaria (99%), Hungary (99%), Ireland (90%), Latvia (99%) and Poland (97%) are advancing relatively well and on the current track of implementation are projected to declare expenditures at the level of their entire budgets by the end of 2023. Additional efforts will be necessary particularly in Italy (current implementation of 60%), Croatia (60%), Romania (64%) and France (69%) to accelerate implementation to avoid decommitment of FEAD budgets by the end of 2023.
- Despite a steady increase, the current trend of increasing implementation would not be enough to declare all budgets by the end of 2023. Therefore, it is necessary to accelerate the budget implementation in 2023.
Baseline | Progress (*) | Target | Results | Assessment | |
---|---|---|---|---|---|
Number of persons receiving assistance from the Fund | 0 | > 100% | 12.7 million annually from 2015 to 2020 | 17.1 million compared to 12.7 million (**) | Achieved |
(*) Average of results for 2014-2021 compared to target.
(**) A person may be recipient of multiple forms of FEAD support and thus reported for more than once.
Link to file with complete set of EU core performance indicators
- The following assessment will concentrate on the performance of FEAD in 2021. An assessment for 2022 will be carried out at the end of 2023.
- The Annual Implementation Reports reviewed the progress reported so far by the 27 FEAD programmes in operation by the end of 2021. They show how progress is in broad lines comparable to that of earlier years. The additional funds made available through REACT-EU are invested as a welcome addition to help address increased levels of precariousness across the EU, which could be directly ascribed to the COVID-19 pandemic during which extreme forms of poverty increased. At the same time, Member States with different types of interventions also report the challenges of reaching target groups amid COVID-19 induced lockdowns. Overall, such challenges and increased demand seem to have balanced each other out, leading to a comparable continuation of implementation in 2021, also continuing similar measures to similar types of target groups.
- The capacity issues of partner organisations and logistical challenges mainly related to the COVID-19 pandemic arising in 2020 continued to affect the outreach potential of FEAD in 2021. Most programmes have continued targeting similar target groups as previous years, while some have shifted towards the provision of food support to specific target groups such as children, elderly, migrants or other vulnerable population.
- Particularly in view of the multiple challenges related to COVID-19 restrictions, the progress achieved is positive. Local beneficiary organisations found their ways to deal with those restrictions and manage to continue supporting a similar number of recipients despite the existing restrictions. In the interventions on social inclusion (in the OP-II type programmes of Germany, Denmark, the Netherlands and Sweden), the impact of COVID-19 restrictions was more acutely felt, particularly because the facilities used for outreach (libraries, community centres, etc.) often faced mandatory closures during COVID-19 lockdowns. Food distribution or material assistance, though also facing logistical challenges of their own, were eventually solved to allow similar levels of deliveries.
- The final year of implementation of FEAD will not be without challenges. With increased pressure to complete and declare all relevant expenditure, uncertainties about potential sanitary restrictions, migration flows caused by the aggression against Ukraine or other external challenges are likely to have their effects on the implementation of FEAD.
- The new common provisions and ESF+ regulations were adopted in 2021, whereby FEAD operations were fully integrated into the ESF+. As a result, ESF and FEAD objectives were merged into a single list. This simplified funding and increased synergy and complementarity between employment, education, social inclusion and support to the most deprived. Specific rules still apply to support relating to material deprivation to keep it as streamlined as possible. In addition, simplified monitoring requirements are applied for specific objectives targeting the most deprived. Annual implementation reports were replaced by the reporting of data via IT tools to allow for regular exchanges between the Commission and the programme authorities, whereas evaluations will be mandatory for all specific objectives.
MFF 2014-2020 – Employment and Social Innovation
The EaSI programme is a financing instrument at the EU level promoting a high level of quality and sustainable employment, guaranteeing adequate and decent social protection, combating social exclusion and poverty and improving working conditions. EaSI has three axes, supporting respectively the modernisation of employment and social policies (progress axis), job mobility (EURES axis) and access to microfinance and social entrepreneurship (microfinance / social entrepreneurship axis).
Budget implementation
Cumulative implementation rate at the end of 2022 (million EUR):
Implementation | 2014-2020 Budget | Implementation rate | |
---|---|---|---|
Commitments | 882.7 | 899.6 | 98.1% |
Payments | 743.2 | 82.6% |
- Up to the end of 2020, EaSI had committed close to EUR 898 million. Of this, 56% supported activities under the progress axis, 20% supported activities under the EURES axis and 22% supported activities under the microfinance / social entrepreneurship axis. Therefore, the commitments made under all three axes were well in line with the indicative percentages envisaged in the EaSI legal basis.
- The Progress axis has supported actions in three thematic sections. Over the whole period of the programme, the thematic section of social protection received the largest share of funding (50%), with the thematic section of employment accounting for 28%. The thematic section of working conditions received the smallest share of funding per axis (10%). The shares of funding for the three thematic sections under the progress axis exceeded the minimum shares of financial commitments envisaged in the EaSI legal basis. In 2021, the progress axis focused on gathering evidence through studies, analyses and statistics to shape policy developments. The axis fostered a shared understanding of policy options through policy debates. It also promoted the involvement of civil society by providing financial support for 23 key EU-level non-governmental organisations via 23 operating grants. The EURES axis has supported actions in three thematic sections. Over the whole period of the EaSI programme, the development of services for the recruitment and placing of workers in employment through the clearance of job vacancies and applications at the Union level received the largest share of funding (49%), while activities to induce transparency of job vacancies and applications accounted for 33%. The smallest share of funding was dedicated to cross-border mobility (10%).
- The committed funding for activities related to transparency of job vacancies and the development of services exceeded the minimum shares set in the EaSI legal basis while commitments made for cross-border partnerships were below the set target (Figure 2). The minimum target (>18) was not reached, and this was mainly because of the quantity and quality of applications received. The intra-mobility report explaining the mobility flows of cross-border workers revealed that cross-border commuting is more frequent between Member States such as Denmark, France, Belgium, Luxembourg, Netherlands and Czechia while it is less frequent between newer Member States. Therefore, there was less demand and equally fewer proposals submitted.
- The EURES axis has supported actions in three thematic sections. Over the whole period of the EaSI Programme, the development of services for the recruitment and placing of workers in employment through the clearance of job vacancies and applications at the Union level received the largest share of funding (49%), while activities to induce transparency of job vacancies and applications accounted for 33%. The smallest share of funding was dedicated to cross-border mobility (10%). The committed funding for activities related to transparency of job vacancies and the development of services doubled the minimum shares set in the EaSI legal basis while commitments made for cross-border partnerships were below the set target (Figure 2). The minimum target of the cross-border partnerships (>18%) was not reached, and this was mainly because of the quantity and quality of applications received. The intra-mobility report explaining the mobility flows of cross-border workers revealed that cross-border commuting is more frequent between Member States such as Denmark, France, Belgium, Luxembourg, Netherlands, and Czechia while it is less frequent between newer Member States. Therefore, there was less demand and equally fewer proposals submitted. In 2022, the EURES axis supported the European Job Mobility Portal and training courses on EURES services, and provided horizontal support to the member organisations of the EURES network. It continued financing cross-border partnerships supporting mobility for frontier workers in the cross-border regions, along with targeted mobility schemes. The 13 EURES calls for proposals launched between 2014 and 2020 resulted in 94 contracts. Activities under the thematic section focusing on cross-border partnerships have not reached the minimum indicative target for financial commitments, mainly due to the quality of the applications received under the call for proposals. Furthermore, as indicated in the intra-mobility report, cross-border commuting affects certain Member States to a higher degree, with newer Member States affected to a much lesser extent. This affects the level of demand, the proposals submitted and the projects implemented.
- The Microfinance and Social Entrepreneurship axis supported actions in two thematic sections. Over the period of the EaSI Programme, the thematic section of Microfinance received 48% of funding while the activities under the thematic section of Social Entrepreneurship accounted for 38%. The shares of funding committed for both Microfinance and Social Entrepreneurship thematic sections exceeded the minimum shares of financial commitments envisaged in the EaSI legal basis (>35%)
- In the 2021-2027 programming period, EaSI is a strand of the ESF+ and is no longer structured in axes. The successor activities under the former microfinance and social entrepreneurship axes will be implemented under the InvestEU Fund.
Baseline | Progress (*) | Target | Results | Assessment | |
---|---|---|---|---|---|
Businesses created or consolidated – EaSI microfinance guarantee | 0 | > 100% | 41 000 in 2020 | 161 398 compared to a target of 41 000 | Achieved |
Businesses created or consolidated – social EaSI social entrepreneurship guarantee | 0 | > 100% | 1 100 in 2020 | 6 150 compared to a target of 1 100 | Achieved |
(*) % of target achieved by the end of 2022.
Link to file with complete set of EU core performance indicators
- Compared to 2019, values for the integration of all the horizontal principles showed an increasing trend, paying particular attention to vulnerable groups. However, the scaling-up of EaSI projects is hindered by inadequate follow-up in terms of promoting the projects and their results. EaSI’s efforts to this end will be amplified under the ESF+ through the European Competence Centre on Social Innovation, a database of social innovation projects and the creation of national contact points to guide applicants and beneficiaries. Furthermore, EaSI calls for proposal will be published on the Funding and Tenders portal. This will provide each project with a dedicated place to make its results available to a wider audience. Furthermore, the merger of EaSI into the ESF+ could facilitate the uptake of EaSI projects by the ESF+ managing authorities for further support.
- Progress axis. The 2020 EaSI stakeholder surveys show that EaSI’s stakeholders provided positive feedback on its deliverables. Throughout the reporting period, EaSI continued to support the development and dissemination of both high-quality comparative analytical knowledge and policy initiatives in the field of employment and social affairs.
- EURES axis. In 2019-2020, EURES acted as a catalyst for the provision of transparent labour market information and for the effective recruitment and placing of workers. In 2020, 1 189 798 jobseekers were registered on the EURES portal. This marks a significant increase (+ 110.2%) compared to 2019. However, the number of employers registered increased by only 3%. The major increase in the number of registered jobseekers can be directly related to changes in the labour market due to the COVID-19 crisis and its dampening immediate effect on mobility patterns. Cross-border partnerships reported 195 060 contacts with jobseekers and job changers in 2019-2020. Targeted mobility schemes (such as Your First EURES Job), in comparison, provided services to several hundred jobseekers per year / per scheme, but were more targeted and customised. 0.76% of contacts facilitated by cross-border partnerships resulted in actual placements, along with 29.1% of targeted mobility schemes.
- Microfinance / social entrepreneurship axis. In the reporting period, EaSI continued to provide added value to expand access to and the availability of microfinance, while support for increasing the overall availability of and access to finance for social enterprises gained momentum. A wide range of support activities relating to advisory and technical assistance were offered to microfinance institutions. A significant increase in support for people from non-EU countries was observed (22.1% in 2020, compared to 14.3% in 2019 and 11.9% in 2018). A slight but steady increase in the category of people aged 51 years and above can also be seen. However, support for women, unemployed or inactive people and people aged less than 25 years is decreasing, while people with disabilities received a somewhat equal amount of financing from 2018 to 2020. The reporting is subject to limitations because a large number of applicants for EU microfinance and social entrepreneurship support under the EaSI programme are legal persons (enterprises) and therefore do not provide social data (e.g. gender, age, employment status).
Sustainable development goals
Contribution to the sustainable development goals
SDGs the programme contributes to | Example |
---|---|
SDG1 End poverty in all its forms everywhere |
EaSI (2014-2020) ALMIT project (Acceleration of labour market integration of immigrants through mapping of skills and training) addressed, among others, poverty and social exclusion by improving refugees’ employability and helping them access jobs. The project developed immigrants' skills and abilities and prepared them for vocational life. The general target group of the project consisted of immigrants and refugees, organisations working with immigrants, non-governmental organisations working for immigrants and refugees all over Europe. EU contribution EUR 979 177.50. Duration: 1 January 2018 - 30 June 2020 ESF (2014-2020) The project ‘Frostschutzengel 2.0’ helped nearly 1 350 mobile homeless citizens from different EU Member States living in Berlin, Germany, by offering access to essential services and other support. The project provides health and social counselling in multiple languages for mobile homeless citizens from countries across the EU. It supports individuals’ long-term integration into the welfare system by teaching them about the support available to them. Thanks to this initiative, an easy-to-use guide was produced in multiple languages on the social and legal rights of mobile homeless EU citizens living in Germany. EU contribution: EUR 669 096 Duration: 2016-2022 |
SDG2 End hunger, achieve food security and improved nutrition and promote sustainable agriculture |
EaSI (2014-2020) The EaSI programme has a crucial role to play in promoting the involvement of civil society, through financial support for the key EU-level non-governmental organisation networks, as FEBA, ‘Reducing poverty through food redistribution 2020 actions’. Thanks to this action, FEBA strengthened, reinforced and expanded its membership, improved the efficiency and effectiveness of its actions, and increased the sustainability of its daily operations during the challenging period of COVID-19. The key objective of this action is to strengthen the activity of the European Food Banks Federation (FEBA) and its members, which contribute to the reduction of poverty and social exclusion through the redistribution of food in partnership with charitable organisations that assist the most deprived in Europe. EU contribution: EUR 250 172.01 Duration: 1 January 2020 - 31 December 2020 FEAD (2014-2020) FEAD supports EU Member States’ actions to provide food and/or basic material assistance to the most deprived. In 2021, 15 million people benefited from food assistance provided under the Fund. A specific example is the distribution of food parcels to students in the Nouvelle-Aquitaine region in France. During the COVID-19 pandemic, France has recorded significant increase in food poverty across the country. The ‘Distribution of food parcels to students’ project was a big success, with many organisations supporting its packaging, transport and distribution work through a volunteer movement. The network regularly fed over 1 000 students per week, with over 52 000 food packages delivered until the end of 2021. EU contribution: EUR 1.35 million Duration: 2020-2021 |
SDG3 Ensure healthy lives and promote well-being for all at all ages |
EaSI (2014-2020) The EaSI programme has a crucial role to play in promoting the involvement of civil society, through financial support for the key EU-level non-governmental organisation networks, as EuroHealthNet ‘Strengthening Action on Health and Social Equity in the EU’, focused specifically on the theme of sustainable and equitable health systems 10 2022, as part of approaches to modernise social protection. Among the priorities for 2020, there is to realise and expand a high-quality, effective and sustainable European partnership to promote health and social equity. EuroHealthNet provided input on how policy initiatives could be designed and applied to maximise their impact on health and well-being and to reduce health inequities across the EU. The organisation raised awareness among its members and broader stakeholders concerning new and / or relevant policies and tools and how they could be applied to address urgent, interrelated threats to health and social equity. EU contribution: EUR 561 668.00 Duration: 1 January 2020 - 31 December 2020 ESF (2014-2020) Enhancing equal and timely access to quality, sustainable and affordable services, including health care is one of the specific objectives of the ESF+ for the programming period 2021-2027. But already before the ESF supported Member States in their efforts to ensure the good health and well-being of their citizens. For example, during the COVID-19 pandemic, the ESF supported a provided much-needed support to a project designed to help relieve the staff shortages affecting Greek health services. The project strengthened public health institutions by providing more staff. It focused on building capacity in intensive care, outpatient and emergency departments and appointing more health care workers in each region of the country. A special focus of the project was to increase the number of staff involved in screening, early detection and management of potential COVID-19 cases, as well as in care for people with chronic or acute illnesses that are not COVID-related. EU contribution: EUR 197 954 605.00 Duration: 2020-2022 |
SDG4 Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all |
EaSI (2014-2020) The project ‘Blueprints for basic skills development in Slovakia’ aimed to open up a discussion about basic skills development in Slovakia, and to raise awareness about basic skills. The project set four main objectives:
The project team developed a manual for the assessment and development of basic skills. This manual contains the characteristics of basic skills to be evaluated/assessed, as well as methods on how to approach clients during interviews. During the piloting of the manual, a series of training sessions for labour counsellors were organised by the Central Labour Office. In total, 74 counsellors took part in the training sessions. EU contribution: EUR 308 080.00 Project duration: 1 April 2019 - 31 March 2021 ESF (2014-2020) The investment in education, training and vocational training is one of the core objectives of the ESF. For example, the ESF supported the Maltese project One Tablet per Child. As its name suggests, the project has allowed Malta’s Ministry for Education and Employment to provide every Year 4, 5 and 6 student with a tablet computer and to create a sustainable, robust framework for digital teaching and learning. The project was an especially critical tool for students and teachers to continue learning and teaching during the COVID-19 school closures. But also beyond, the project is a powerful tool to enhance teaching and learning in primary schools and supports Malta’s efforts to reduce early school leaving and advance higher education. EU contribution: EUR 9.6 million Project duration: 2016-2021 |
SDG5 Achieve gender equality and empower all women and girls |
EaSI (2014-2020) The project ‘FAB: Fast Track Action Boost’ crosses the issues of job inclusion for asylum seekers and refugees with a gender-balanced approach, even when inflows of targeted people may change due to many factors including the evolution of international crises, EU border policies, and the law enforcement policies of the EU and neighbouring countries. Currently, many of the countries of first arrival face an unforeseen rise in unaccompanied male minors, which may cause policymakers shift the focus from gender issues to age issues. FAB adopted a city-centred approach to FastTrack integration into the labour market for refugees, their families, and other persons seeking international protection under the Geneva Convention or as beneficiaries of subsidiary protection. A glance through the numbers for the FAB project reveals its complexity: six European cities took on the challenge, and 11 partner organisations deployed 72 officers for 39 months from February 2018 to April 2021. This generous input generated four study visits involving 89 participants, who shared 23 best practices; 10 local empowerment workshops attended by 101 participants; five pilot implementation programmes with 250 direct beneficiaries, of whom 169 were women (67.6%); five ‘Training the Trainers’ programmes for 130 practitioners; and 10 transnational mentoring visits. Moreover, thousands of people were reached daily through the project and partners’ websites, social media and local dissemination meetings. EU contribution: EUR 1 891 441.05 Duration: 1 February 2018 - 30 April 2021 ESF (2014-2020) It is one of the specific objectives of the ESF+ to promote gender-balanced labour market participation, equal working conditions, and a better work-life balance including through access to affordable childcare, and care for dependent persons. Gender mainstreaming is a horizontal principle of the ESF+ under which the Member States have the obligation to programme targeted actions aimed at promoting a gender-balanced labour market participation, equal working conditions, and a better work-life balance. An example for an ESF project supporting gender equality if the ‘100 Percent’ project in Austria. With the support of the ESF, the project gives free consultancy to Austrian companies to design transparent remuneration systems, and to recognise and improve opportunities for women at work. As well as raising awareness of the gender pay gap, ‘100 Percent’ shows companies how making better use of the diversity of their workforce can promote innovation and resilience. EU contribution: EUR 2 388 250 Duration: 2020-2023 |
SDG7 Ensure access to affordable, reliable, sustainable and modern energy for all |
EaSI (2014-2020) The EaSI programme has a crucial role to play in promoting the involvement of civil society, through financial support for the key EU-level non-governmental organisation networks, as the European anti-Poverty Network (EAPN) . The EAPN successfully strengthened shared ownership of the organisation’s improved strategic objectives, essential to the implementation of EAPN’s strategic priorities and underpinning activities. In 2020, EAPN produced 31 Poverty Watch reports. Poverty Watch Reports are designed as a tool to serve the national networks in their own languages; to monitor key trends in poverty and social exclusion; to inform about the main policy measures; to highlight the realities for those facing poverty; and to elaborate recommendations to policymakers. The EAPN was also involved in alliances (Social Platform, Right to Energy Coalition and Investing in Children Alliance) advocating for a post-2020 strategy. The organisation participated in a joint advocacy campaign for a Framework Directive on Minimum Income. The EAPN also joined two workshops, ‘Towards a fair energy transition: enabling vulnerable consumers to take part in energy communities’ and ‘Who pays and who benefits in the energy transition?’. The organisation also engaged in the EDF webinar ‘Poverty and social exclusion of persons with disabilities’. EU contribution: EUR 999 173.29 Duration: 1 January 2020 - 31 December 2020 |
SDG8 Promote sustained, inclusive and sustainable economic growth, full and productive employment and decent work for all |
EaSI (2014-2020) BIF – Belgian Investment Fund for Social Enterprises Change has invested a total of EUR 1 million in seven leading social start-ups and one scale-up, active in key economic sectors with high growth and impact potential such as sustainable mobility, responsible e-commerce, reducing the digital divide, sustainable clothing, sustainable logistics, digital marketing, work insertion through digital skills, or fair and sustainable food. Activities implemented:
EU contribution: EUR 579 982.80 Duration: 16 September 2018 - 15 September 2020 ESF (2014-2020) The ESF and the YEI support quality employment, further education, quality traineeships and apprenticeships. The ESF+ will continue with advancing these objectives. For example, the Bulgarian ‘Solidarity’ project supported from the ESF and REACT-EU, helps Ukrainians fleeing the Russian war of aggression against Ukraine to settle into Bulgarian life by making it easier for them to find a job. It also provides accommodation and workshops to develop job skills. Over 9 000 Ukrainian refugees are to benefit from the services provided by the 'Solidarity' project. EU contribution: EUR 23 732 422 Duration: 2022-2023 |
SDG10 Reduce inequalities within and among countries |
EaSI (2014-2020) MASP – Parenting as a Master in a new ‘work-life’ synergy perspective The project strengthened has demonstrated that adequate work-life balance policies should not be aimed at women only but should also target other actors such as public services, employers and social partners. They should reaffirm the importance of a targeted approach to the design of welfare and social services, and of a gender perspective in service delivery and practices within companies involved in care work. MASP - Parenting as a Master in a new ‘work life synergy’ perspective – is a project aimed to reconcile work and private life, support a more equal share of care responsibilities between women and men and encourage higher participation of women in the labour market. The project will develop and test an innovative work-life balance strategy focusing on a different culture of parenthood. MASP project anticipates changing the perspective of work-life balance, moving to the concept of ‘work-life synergy’, highlighting the linkage between ‘personal’ and ‘working’ dimensions of individuals and the importance of the different roles of a person. The project builds on two positive Italian experiences: MAAM and Family Audit. EU Contribution: EUR 1 368 322.80 Duration: 1 February 2019 - 30 March 2021 ESF (2014-2020) The ESF and ESF+ help to reduce inequalities. In addition, FEAD may support asylum seekers by providing them with immediate relief and social assistance. For example, the Lithuanian project ‘Let’s work with the Roma — New employment opportunities and challenges’, funded by the ESF, helped over 320 participants to follow their dreams. The project breaks down socioeconomic barriers and stereotypes by providing access to informal and formal qualifications. It combines activities to give young Roma people a chance to find work they enjoy and disprove negative stereotypes around their community. To achieve this, social workers support the participants with advice and individual career plans. EU contribution: EUR 1 127 168 million Duration: 2016-2023 |
SDG11 Make cities and human settlements inclusive, safe, resilient and sustainable |
EaSI (2014-2020) The Project ‘MASP – Parenting as a Master in a new ‘work-life’ synergy perspective’ (see SDG10) included the development of a sustainable multi-level partnership model to create an integrated urban policy in the territories participating in the project. EU Contribution: EUR 1 368 322.80 Duration: 1 February 2019 - 30 March 2021 |
SDG12 Ensure sustainable consumption and production patterns |
EaSI (2014-2020) The project ‘EQW&L – Equality for Work and Life’ the project focused on the correct application of Directive (EU) 2019/1158 of the European Parliament and Council on work-life balance for parents and carers. The project team relied on multi-stakeholder partnerships to promote a non-stereotypical approach to work-life balance by defining and testing concrete tools that would better cater for the WLB needs of unemployed people and persons in the process of (re)entering the labour market in Italy. The activities carried out by the project were well grounded in the best practices gathered from partnering countries. The toolkit can provide a direction for the production of complementary tools that are more suitable to the specificities of the area and the needs of users. A second stage of the project would allow the continuation of activities carried out so far and respond to the need for constant updating to maintain the tool‘s effectiveness. EU contribution: EUR 862 014.73 Duration: 1 February 2018 - 28 February 2021 |
SDG13 Take urgent action to combat climate change and its impacts |
EaSI (2014-2020) Project ‘3.4.6. EaSI Transaction Cost Support Project’ SHIP2B is a Spanish Social Investment and business acceleration platform founded in 2014. With a non-for-profit funding, the platform has successfully accelerated 51 start-ups winning recognition from the Spanish Savings Banks Foundation (FUNCAS) as Spain’s second-best accelerator. In 2016 the platform launched a Social Impact Investment Vehicle (B-FUND). The platform further aims to replicate the model and improve it by allowing for larger tickets in investment rounds. Thanks to the support from the EaSI programme, SHIP2B will be able to have a greater role in the decision-making of start-ups, with a focus on social and environmental impact matters and without losing sight of economic profitability. The policy areas that have been developed and consolidated during the project execution will continue through the successor fund. The policy areas targeted will be the same and the sustainable development objectives will remain unchanged with a focus on quality of life of vulnerable groups, climate change, employability, social cohesion and social inclusion. EU contribution: EUR 535 250.05 Duration: 1 September 2018 - 31 August 2020 |