1. ESF implementation in the period 2007-2013 - Template for EC Reporting and 2008 Outline Report

2. Terms of Reference
provide the Commission with a tested template based on:
a typology of Policy Areas
a typology of Interventions and
Common Indicators
that can generate a standardised set of tables on ESF use and implementation (based on data extracted from SFC 2007)
Template will be used by the Commission to report at EU level on ESF
Contract started end of december
What do we mean by common indicators? We mean similar specific output and result indicators that can be aggregated to provide an overview at EU level.

3. Methods used by the contractor
Review of a sample of programmes, interviews with selected DG EMPL staff, and proposal of policy areas, intervention typology, and identification of a series of preliminary common indicators (CI)
Analysis of all the 117 OPs, analysis and translation of all the selected indicators (about 5,000 out of more around 7400)
→ Feedback from steering committee and technical meetings
Required a lot of excahnge, mainly on indicators, where we faced problems of translation and classification

4. Policy areas
6 policy areas: 1. adaptability, 2. access to employment, 3. social inclusion, 4. human capital, 5. partnerships, pacts and initiatives through networking, 6. institutional capacity (the last two being means to achieve goals in the first 4 areas)
Derived from ESF regulation, linked to specific EES guidelines and related objectives of social OMC
But first we agreed on policy areas.

5. Example of chart for reporting
Overall disbursement per policy area, 2008
Source: extracted from SFC2007, Eureval.

6. Types of interventions
1. Dissemination of information and TIC
10. Support for self-employment and start-up
2. Lifelong learning in firms
11. Participation of migrants in employment
3. Human potential in research and innovation
12. Anticipation of economic changes
4. Women access to employment
13. Labour market institutions
5. Other social infrastructure
14. Reforming education and training systems
6. Social inclusion of disadvantaged people
15. Participation in education & training throughout lifecycle
7. Adaptability of employees and enterprises
16. Education infrastructure
8. Activation and prevention on labour market
17. Partnerships
9. Active ageing
18. Institutional capacity
18 types,
all derived directly from priority themes of ESF regulation and matched with policy areas

7. Additional information
Management of OP: centralised (country/region)/decentralised (local)
How publics are reached: directly, through enterpises, through systems and structures (LM, education and training, health, N/A or others)
Activities: education and training, counselling and service, awareness raising, placemetn adn subsidised jobs, studies and research
Annex 23 participants
Then the contractor collected also additional information on the OPs

8. Common indicators
Several successive sets of CI progressively developed by trial and error considering the following criteria
CI clusters a minimum number of specific OP indicators and of MS
Each CI can be easily connected to a policy area and measures progress towards an expected result, identifies the target group (as in annex 23)
Still being agreed with the Commission
Difficult process, as a sufficient homegeneous number of indicators do not always exist for all policy areas and target groups
When we refer to target groups, we extended of course the annex 23 data refering to people to enterprises and systems and structures.

9. Examples of possible common indicators
Policy area « Access to the labour market »
Number of unemployed people in employability and training activities (output)
share of unemployed in employability and training activity who gained a qualification (result)
Number of unemployed people who exit unemployment (result)
Young unemployed who exit unemployment
unemployed who exited unemployment and still hold a job after at least 3 months
These are examples and their exact scope and wording still need to be improved

10. Consultation of MAs
Estimates displayed in Excel folder (policy areas, types of intervention, grouping in a common indicator)
Several ways to express comments
Comments on ‘problematic indicators’
Any suggestion on other alternative meaningful common indicators
Estimates: also on additional informantion
Start of the consultation is foreseen before the summer