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Document 32018R1127
Commission Delegated Regulation (EU) 2018/1127 of 28 May 2018 amending Delegated Regulation (EU) 2015/2195 on supplementing Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund, regarding the definition of standard scales of unit costs and lump sums for reimbursement of expenditure by the Commission to Member States
Commission Delegated Regulation (EU) 2018/1127 of 28 May 2018 amending Delegated Regulation (EU) 2015/2195 on supplementing Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund, regarding the definition of standard scales of unit costs and lump sums for reimbursement of expenditure by the Commission to Member States
Commission Delegated Regulation (EU) 2018/1127 of 28 May 2018 amending Delegated Regulation (EU) 2015/2195 on supplementing Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund, regarding the definition of standard scales of unit costs and lump sums for reimbursement of expenditure by the Commission to Member States
C/2018/3104
OJ L 206, 14.8.2018, pp. 1–40
(BG, ES, CS, DA, DE, ET, EL, EN, FR, HR, IT, LV, LT, HU, MT, NL, PL, PT, RO, SK, SL, FI, SV)
In force
|
14.8.2018 |
EN |
Official Journal of the European Union |
L 206/1 |
COMMISSION DELEGATED REGULATION (EU) 2018/1127
of 28 May 2018
amending Delegated Regulation (EU) 2015/2195 on supplementing Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund, regarding the definition of standard scales of unit costs and lump sums for reimbursement of expenditure by the Commission to Member States
THE EUROPEAN COMMISSION,
Having regard to the Treaty on the Functioning of the European Union,
Having regard to Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund and repealing Council Regulation (EC) No 1081/2006 (1), and in particular Article 14(1) thereof,
Whereas:
|
(1) |
With a view to simplifying the use of the European Social Fund ‘ESF’ and reducing the administrative burden for beneficiaries, it is appropriate to increase the scope of standard scales of unit costs and lump sums available for reimbursement to Member States. The standard scales of unit costs and lump sums for reimbursement to Member States should be established on the basis of data submitted by Member States or published by Eurostat and on the basis of methods commonly agreed, including the methods set out in Article 67(5) of Regulation (EU) No 1303/2013 of the European Parliament and of the Council (2) and Article 14(2) and (3) of Regulation (EU) No 1304/2013. |
|
(2) |
Taking into account the significant disparities between Member States regarding the level of costs for a particular type of operation, the definition and amounts of standard scales of unit costs and lump sums may differ according to the type of operation and the Member State concerned in order to reflect their specificities. |
|
(3) |
Croatia, Ireland, Spain and the United Kingdon have submitted methods for defining standard scales of unit costs for reimbursement of expenditure by the Commission. |
|
(4) |
France, the Czech Republic, Malta, Slovakia and Cyprus have submitted methods for either amending existing standard scales of unit costs, or defining additional standard scales of unit costs for reimbursement by the Commission concerning types of operation not yet covered by Commission Delegated Regulation (EU) 2015/2195 (3). |
|
(5) |
For the SSUCs relating to operations supporting education and applicable to all Member States except Greece and Denmark, the categories of costs coverd by the SSUCs, and the amounts to be paid where the course does not last one full academic year or in case of part-time participation, should be clarified. |
|
(6) |
Delegated Regulation (EU) 2015/2195 should therefore be amended accordingly, |
HAS ADOPTED THIS REGULATION:
Article 1
Delegated Regulation (EU) 2015/2195 is amended as follows:
|
(1) |
Annex II to Delegated Regulation (EU) 2015/2195 is replaced by the text in Annex I to this Regulation. |
|
(2) |
Annex III to Delegated Regulation (EU) 2015/2195 is replaced by the text in Annex II to this Regulation. |
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(3) |
Annex V to Delegated Regulation (EU) 2015/2195 is replaced by the text in Annex III to this Regulation. |
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(4) |
Annex VII to Delegated Regulation (EU) 2015/2195 is replaced by the text in Annex IV to this Regulation. |
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(5) |
Annex XIV to Delegated Regulation (EU) 2015/2195 is replaced by the text in Annex V to this Regulation. |
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(6) |
Annex XV to Delegated Regulation (EU) 2015/2195 is replaced by the text in Annex VI to this Regulation. |
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(7) |
The text in Annex VII to this Regulation is added as Annex XVI to Delegated Regulation (EU) 2015/2195. |
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(8) |
The text in Annex VIII to this Regulation is added as Annex XVII to Delegated Regulation (EU) 2015/2195. |
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(9) |
The text in Annex IX to this Regulation is added as Annex XVIII to Delegated Regulation (EU) 2015/2195. |
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(10) |
The text in Annex X to this Regulation is added as Annex XIX to Delegated Regulation (EU) 2015/2195. |
Article 2
This Regulation shall enter into force on the twentieth day following that of its publication in the Official Journal of the European Union.
This Regulation shall be binding in its entirety and directly applicable in all Member States.
Done at Brussels, 28 May 2018.
For the Commission
The President
Jean-Claude JUNCKER
(1) OJ L 347, 20.12.2013, p. 470.
(2) Regulation (EU) No 1303/2013 of the European Parliament and of the Council of 17 December 2013 laying down common provisions on the European Regional Development Fund, the European Social Fund, the Cohesion Fund, the European Agricultural Fund for Rural Development and the European Maritime and Fisheries Fund and laying down general provisions on the European Regional Development Fund, the European Social Fund, the Cohesion Fund and the European Maritime and Fisheries Fund and repealing Council Regulation (EC) No 1083/2006 (OJ L 347, 20.12.2013, p. 320).
(3) Commission Delegated Regulation (EU) 2015/2195 of 9 July 2015 on supplementing Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund, regarding the definition of standard scales of unit costs and lump sums for reimbursement of expenditure by the Commission to Member States (OJ L 313, 28.11.2015, p. 22).
ANNEX I
‘ANNEX II
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to France
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs |
Measurement unit for the indicator |
Amounts (in EUR) |
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Young NEET (1) with a positive result under “Garantie Jeunes” at the latest 12 months following the start of coaching. |
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Number of young NEETs who have one of the following results at the latest 12 months following the start of the coaching:
|
6 400 |
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Participants with a successful outcome following a training course. |
All eligible costs of the operation. |
Number of participants with one of the following outcomes following a training course:
If a participant achieves more than one succesful outcome following the training course, this shall only give rise to the reimbursement of one amount for that training. |
Category Sector Amount 1 Healthcare 3 931 Safety of goods and people 2 Cultural, sports and leisure activities 4 556 Services to people Handling of soft materials Agri-food, cooking Trade and sales Hosting, hotel industry, catering Health and safety at work 3 Secretarial and office automation training 5 695 Social work Electronics Hairdressing, beauty and wellness Vehicle and equipment maintenance Transport, handling, storing 4 Agriculture 7 054 Environment Building and public works Printing and publishing techniques |
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Participants with a successful outcome following a training course. |
All eligible costs of the operation. |
Number of participants with one of the following outcomes following a training course:
For category 5, additionally, number of participants with a successful outcome as described above who are entitled to receive an allowance from the Region Auvergne-Rhône-Alpes (2). If a participant achieves more than one succesful outcome following the training course, this shall only give rise to the reimbursement of one amount for that training. |
Category Sector Amount 1 Transport, logistics, and tourism 4 403 Banking, insurance Management, business administration, creation of enterprises Services for individuals and communities 2 Health and social work, recreational, cultural and sporting activities 5 214 Restaurant, hotel and food industries Trade Handling of soft materials and wood; graphic industries 3 Building and public works 7 853 Process industries Mechanics, metal working Agriculture, fisheries Communication, information, art and entertainment 4 Maintenance 9 605 Electricity, electronics IT and telecommunication 5 Allowances 1 901 |
2. Adjustment of amounts
The amount of unit cost 1 is based partly on a standard scale of unit cost funded entirely by France. Out of the 6 400 EUR, 1 600 EUR correspond to the standard scale of unit cost set out by the “instruction ministérielle du 11 octobre 2013 relative à l’expérimentation Garantie Jeunes prise pour l’application du décret 2013-80 du 1er octobre 2013 ainsi que par l’instruction ministérielle du 20 mars 2014 ” to cover the costs borne by the Youth Public Employment Services “Missions Locales” to coach each NEET entering the “Garantie Jeunes”.
Unit cost 1 shall be updated by the Member State in line with adjustments under national rules to the standard scale of unit cost of 1 600 EUR mentioned in paragraph 1 above that covers the costs borne by the Youth Public Employment Services.
The amount of unit costs 2 and 3 are based on publicly procured prices for training hours in the respective fields and geographical areas. These amounts will be adjusted when the procurement process for the underlying training courses is repeated according to the following formula:
New price (excl. VAT) = Old price (excl. VAT) × (0,5 + 05 × Sr/So)
Sr is the index of employed persons INSEE (identifyer 1 567 446) of the last monthly publication at the date of the adjustment.
So is the index of employed persons INSEE (identifyer 1 567 446) of the monthly publication at the date of submission of the tender for the first adjustment then, for the following adjustments, of the monthly publication of the anniversary date of submission of the tender.’
(1) Young person not in employment, education or training that participates in an operation supported by the “PROGRAMME OPÉRATIONNEL NATIONAL POUR LA MISE EN ŒUVRE DE L’INITIATIVE POUR L’EMPLOI DES JEUNES EN METROPOLE ET OUTRE-MER”.
(2) The entitlement to receive an allowance is regulated in decree no88-368 of 15 April 1988 modified by decree no2002-1551 of 23 December 2002.
ANNEX II
‘ANNEX III
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to the Czech Republic
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs (1) |
Measurement unit for the indicator |
Amounts (in national currency CZK unless otherwise mentioned) |
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|
Newly created place in a new childcare facility |
|
Number of newly created places in a new childcare facility (2) |
20 053 incl. VAT, or 16 992 excl. VAT |
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Transformed place in a children’s group (3) |
|
Number of transformed places in a children’s group (4) |
9 518 incl. VAT, or 8 279 excl. VAT |
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Occupancy per place in a childcare facility |
|
Occupancy rate (5) |
628 (6) |
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Achievement of a qualification as caregiver in a childcare facility |
|
Number of persons who obtain a certification of professional qualification as caregiver in a childcare facility |
14 178 |
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Occupancy per place in a childcare facility |
|
Occupancy rate (7) |
56 (8) |
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One hour (60 minutes) of participation of an employee in an external training course on general information technologies (IT) |
All eligible costs, including:
|
Number of completed hours per employee. |
324 |
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One hour (60 minutes) of participation of an employee in an external training course on soft and managerial skills |
All eligible costs, including:
|
Number of completed hours per employee. |
593 |
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A period (45 minutes) of participation of an employee in external language training courses |
All eligible costs, including:
|
Number of completed periods per employee |
173 |
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One hour (60 minutes) of participation of an employee in a training course in specialised IT |
All eligible costs, inlcuding:
|
Number of completed hours per employee |
609 |
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|
One hour (60 minutes) of participation of an employee in an external training course in accountancy, economy and law |
All eligible costs, including:
|
Number of completed hours per employee |
436 |
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One hour (60 minutes) of participation of an employee in external technical and other professional training |
All eligible costs, including:
|
Number of completed hours per employee |
252 |
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One hour (60 minutes) of participation of an employee in a training course provided by an internal trainer in any of the following areas:
|
All eligible costs, including:
|
Number of completed hours per employee |
144 |
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0,1 full-time equivalent (FTE) worked as a school psychologist and/or a specialised school pedagogue per month |
All eligible costs, including, direct staff costs |
Number of 0,1 FTE worked per month |
5 607 |
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0,1 FTE worked by a school assistant and/or social pedagogue per month. |
All eligible costs, including direct staff costs |
Number of 0,1 FTE worked per month |
|
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0,1 FTE worked by a nanny per month |
All eligible costs, including direct staff costs. |
Number of 0,1 FTE worked per month |
3 227 |
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|
Provision of a block of 16 lessons of extracurricular activities with a duration of 90 minutes per lesson provided to a group of at least 6 children/pupils of which 2 are at risk of school failure. |
All eligible costs, including direct staff costs. |
Number of completed blocks of 16 lessons with a duration of 90 minutes per lesson provided to a group of at least 6 children/pupils of which 2 are at risk of school failure. |
17 277 |
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|
Provision of a block of 16 hours of tutoring to a group of at least 3 registered pupils at risk of school failure. |
All eligible costs, including direct staff costs. |
Number of completed blocks of 16 hours provided to a goup of at least 3 registered pupils at risk of school failure. |
8 523 |
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Hours of professional training provided to pedagogues. |
All eligible costs, including direct costs of providing training. |
Number of completed hours of training per pedagogue |
|
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Thematic meeting with a minimum of eight parents for a minimum duration of two hours (120 minutes). |
All eligible costs, including direct staff costs. |
Number of thematic meetings with a minimum of eight parents for a minimum duration of two hours (120 minutes) |
3 676 |
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|
Block of 30 hours of external mentoring/coaching to a group of between 3 and 8 pedagogues. |
All eligible costs, including direct staff costs. |
Number of completed blocks of 30 hours mentoring/coaching to a group of between 3 and 8 pedagogues. |
29 698 |
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Training cycle of 15 hours of structured job-shadowing by a pedagogue |
All eligible costs, including direct staff costs. |
Number of completed training cycles of 15 hours per pedagogue undertaking a structured visit to another pedagogue in another school. |
4 246 |
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Cycle of 10 hours of training through mutual cooperation involving a group of at least 3 pedagogues. |
All eligible costs, including direct staff costs. |
Number of completed training cycles of 10 hours involving a group of at least 3 pedagogues. |
8 068 |
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Tandem lesson (10) of 2,75 hours. |
All eligible costs, including direct staff costs. |
Number of completed tandem lessons |
778 |
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Cycle of 19 hours of mutual cooperation and learning involving an expert and 2 pedagogues. |
All eligible costs, including direct staff costs. |
Number of completed cycles of 19 hours involving an expert and 2 other pedagogues. |
5 377 |
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|
0,1 FTE worked per month by a career advisor and/or a coordinator of cooperation between a school and employers. |
All eligible costs, including direct staff costs |
Number of 0,1 FTE worked per month |
4 942 |
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|
Training cycle of 8,5 hours involving structured job-shadowing by a pedagogue and a mentor. |
All eligible costs, including direct staff costs |
Number of completed training cycles of 8,5 hours per structured visit to an institution/company/facility. |
2 395 |
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|
Cycle of 3,75 hours or 4 cycles of 3,75 hours of training involving a pedagogue and expert/ICT technician. |
All eligible costs, including direct staff costs |
Number of completed training cycles of 3,75 hours involving a pedagogue and expert/ICT technician. |
One cycle — 1 050 Four cycles — 4 200 |
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|
Months in mobility per researcher. |
All eligible costs of the operation. |
Number of months in mobility per researcher. |
Components Amount (11) (EUR)
Living allowance (for incoming mobility to CZ)
Junior
2 674
Senior
3 990 The amounts of Living Allowance for outgoing mobility from CZ shall be calculated by multiplying the amounts for incoming mobility by the relevant correction co-efficient listed in point 3 below, depending on destination country.
Mobility allowance
600
Family allowance
500
Research, training and networking costs
800
Management and indirect costs
650 |
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All eligible costs of the operation. |
|
|
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A 4-day traineeship for educational staff in a school in another European State consisting of at least 24 hours of educational activities. |
All eligible costs of the operation, which are:
|
Number of 4-day traineeships participated in by educational staff in a school in another European State. |
|
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2. Adjustments of amounts
The rate for unit costs 6-11 may be adjusted by replacing the initial minimum wage rate in the calculation method that consists of the minimum wage, the cost for provision of training and indirect costs.
The rate for unit cost 12 may be adjusted by replacing the initial direct staff costs, including social security and health contributions, and/or the wages for participants, including social security and health contributions in the calculation method that consists of direct staff costs, including social security and health contributions and/or the wages for participants, including social security and health contributions.
The rate for unit costs 13-17, 19-27 and 29 may be adjusted by replacing the initial direct staff costs, including social security and health contributions, in the calculation method that consists of direct staff costs, including social security and health contributions, plus indirect costs.
The rate for unit cost 18 may be adjusted by replacing the salaries for participants, including social security and health contributions in the calculation method that consists of the cost for provision of training plus salaries for participants, including social security and health contributions, plus indirect costs.
The rates for unit cost 28 may be adjusted by replacing the amounts for Living Allowance, Mobility allowance, Family allowance, Research, training and networking costs Management and Indirect Costs.
The rate for unit cost 30 may be adjusted by replacing the initial direct staff costs, including social security and health contributions, the costs associated with organising the traineeship in the host and sending school, and the travel and subsistence costs in the calculation method that consists of direct staff costs, including social security and health contributions, the costs associated with organising the traineeship in the host and sending school, and the travel and subsistence costs.
Adjustments will be based on the updated data as follows:
|
— |
for the minimum wage, amendments to the minimum wage as set by government decree No 567/2006 Coll; |
|
— |
for social security contributions, amendments to employers’ contributions to social security, defined in Act No 589/1992 Coll. on social security; and |
|
— |
for health contributions, amendments to employers’ contributions to health insurance, defined in Act No 592/1992 Coll. on premiums for health insurance, |
|
— |
for average salaries to determine wages/staff costs, changes to the latest annual published data for relevant categories from the average earnings informational system (www.ISPV.cz), |
|
— |
for Living Allowance, Mobility allowance, Family allowance, Research, training and networking costs Management and Indirect Costs, amendment to rates for the Horizon 2020 — Marie Skłodowska-Curie Actions as published at https://ec.europa.eu/research/mariecurieactions/ |
|
— |
for travel, subsistence and organisational costs under unit cost 30, amendments to the amounts for travel and organisational costs as well as individual support set by the European Commission for Key Action 1 (mobility projects) under the Erasmus+ programme (http://ec.europa.eu/programmes/erasmus-plus/). |
3. Table of coefficients related to outgoing mobility of researchers
|
Country |
Correction coefficient |
|
Albania |
0,908 |
|
Argentina |
0,698 |
|
Australia |
1,253 |
|
Belgium |
1,193 |
|
Bosnia and Herzegovina |
0,878 |
|
Brazil |
1,098 |
|
Bulgaria |
0,853 |
|
Montenegro |
0,798 |
|
Czech Republic |
1,000 |
|
China |
1,014 |
|
Denmark |
1,615 |
|
Estonia |
0,934 |
|
Faroe Islands |
1,600 |
|
Finland |
1,391 |
|
France |
1,325 |
|
Croatia |
1,163 |
|
India |
0,630 |
|
Indonesia |
0,899 |
|
Ireland |
1,354 |
|
Italy |
1,273 |
|
Israel |
1,297 |
|
Sweden |
1,333 |
|
Japan |
1,383 |
|
Republic of South Africa |
0,666 |
|
South Korea |
1,255 |
|
Ukraine |
1,101 |
|
Canada |
1,031 |
|
United States of America |
1,186 |
|
Cyprus |
1,095 |
|
United Kingdom |
1,436 |
|
Lithuania |
0,872 |
|
Latvia |
0,906 |
|
Luxembourg |
1,193 |
|
Hungary |
0,909 |
|
The former Yugoslav Republic of Macedonia |
0,816 |
|
Malta |
1,069 |
|
Mexico |
0,840 |
|
Republic of Moldova |
0,729 |
|
Germany |
1,179 |
|
Netherlands |
1,245 |
|
Norway |
1,574 |
|
Poland |
0,912 |
|
Portugal |
1,063 |
|
Austria |
1,251 |
|
Serbia |
0,801 |
|
Romania |
0,815 |
|
Russia |
1,378 |
|
Greece |
1,106 |
|
Slovakia |
0,986 |
|
Slovenia |
1,027 |
|
Spain |
1,165 |
|
Sweden |
1,333 |
|
Switzerland |
1,350 |
|
Turkey |
1,033 |
|
Ukraine |
1,101 |
|
United States of America |
1,186 |
|
United Kingdom |
1,436 |
|
Vietnam |
0,610 ’ |
(1) For unit costs 1-5, the categories of costs mentioned cover all costs associated with that operation, except for types of operations 1 and 2, which may also include other categories of costs.
(2) Meaning a new place which is included in the capacity of the new childcare facility as recorded by national regulations, and which has proof of equipment for each new place provided.
(3) A children’s group means it has been registered as a children’s group pursuant to national legislation on the provision of childcare services in a children’s group.
(4) Meaning a place in an existing facility which is newly registered as a children’s group in accordance with national legislation and included in the official capacity of that group, and which has proof of equipment for each place.
(5) The occupancy rate is defined as the number of children attending the childcare facility per half day during 6 months divided by the maximum capacity of the facility per half day during 6 months, multiplied by 100.
(6) This amount will be paid for each 1 % point of occupancy per place up to a maximum of 75 % points for a period of 6 months. If the occupancy rate is less than 20 % there will be no reimbursement.
(7) The occupancy rate is defined as the number of children attending the childcare facility per half day during 6 months divided by the maximum capacity of the facility per half day during 6 months, multiplied by 100.
(8) This amount will be paid for each 1 % point of occupancy per place up to a maximum of 75 % points for a period of 6 months. If the occupancy rate is less than 20 % there will be no reimbursement.
(9) Internal training is training provided by an internal trainer.
(10) Tandem lesson is to be understood as two pedagogues cooperating to mutually strengthen their professional development by jointly planning, implementing and reflecting on teaching methods in a class.
(11) The total amount per participant will depend on the characteristics of each incidence of mobility and the applicability of each of the components set out.
(12) This indicator will be used for Intercultural Workers or bilingual assistants employed directly on a full-time or a part-time basis by the school.
(13) This indicator will be used for external Intercultural Workers engaged by the school to provide services on an hourly basis.
(14) Based on travel distance per participant. Travel distances shall be calculated using the distance calculator supported by the European Commission — http://ec.europa.eu/programmes/erasmus-plus/tools/distance_en.htm
ANNEX III
‘ANNEX V
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Malta
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs |
Measurement unit for the indicators |
Amounts (in EUR) |
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|
Employment aid paid per week to workers who are disadvantaged, severely disadvantaged or with disabilities (1). |
All costs related to the Employment Subsidy. |
Number of weeks in employment per employee. |
|
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|
Participation in one hour of accredited or non-accredited external training |
Direct costs of providing external training |
Number of completed hours per participant |
25 |
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|
Provision of one hour of accredited or non-accredited internal training. |
Salary costs for internal trainer. |
Number of completed hours of training provided per trainer. |
4,90 |
||||||||||||||||||||
|
Participation in one hour of accredited or non-accredited internal or external training. |
Salary costs for participant. |
Number of completed hours per participant. |
4,90 |
||||||||||||||||||||
|
|
All eligible costs of the operation. |
|
|
||||||||||||||||||||
|
|
All eligible costs of the operation. |
|
|
||||||||||||||||||||
|
|
All eligible costs of the operation. |
|
|
||||||||||||||||||||
|
|
All eligible costs of the operation. |
|
|
||||||||||||||||||||
|
|
All eligible costs of the operation. |
|
|
2. Adjustment of amounts
Unit cost 1 may be adjusted by replacing the initial minimum wage and/or the statutory bonus and/or weekly allowances and/or social security contributions in the calculation method that consists of the lowest weekly rate of national minimum wage for a particular year, the statutory bonus, weekly allowances and social security contributions, and dividing this result by 2.
Unit cost 2 may be adjusted by applying the annual rate of inflation to the respective rates. From 2017, for a given year N, this can be be done by applying the inflation rate for year N-1 as published by the Maltese National Statistics Office at: https://nso.gov.mt/en/nso/Selected_Indicators/Retail_Price_Index/Pages/Index-of-Inflation.aspx
Unit costs 3-4 may be adjusted by replacing the initial national minimum wage for persons 18 years or over and/or the statutory bonuses and/or weekly allowances and/or social security contributions in the calculation method that consists of the hourly rate of national minimum wage for persons 18 years or over for a particular year, the statutory bonuses, the weekly allowances and social security contributions.
Adjustments will be based on updated data as follows:
|
— |
The national minimum wage is specified in national Subsidiary Legislation 452.71 (National Minimum Wage Standing Order). |
|
— |
The statutory bonuses, weekly allowances and social security contributions provided for in Chapter 452 of the Maltese legislation on the Employment and Industrial relations Act. |
Unit costs 5-9 may be adjusted in line with the cost of inflation at a national level for the relevant year the particular intervention is being undertaken. The annual rates of inflation are published by the National Statistics Office and can be found at: https://nso.gov.mt/en/nso/Selected_Indicators/Retail_Price_Index/Pages/Index-of-Inflation.aspx’
(1) As defined in Regulation (EU) No 651/2014.
(2) https://ncfhe.gov.mt/en/Pages/MQF.aspx
(3) http://ecdl.org
ANNEX IV
‘ANNEX VII
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Slovakia
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs |
Measurement unit for the indicators |
Amounts (in EUR) |
||||||||||||||||||||||||||||
|
45-minute period of foreign language training per employee |
All eligible costs of the operation, including direct costs of providing training. |
Number of completed 45-minute periods of foreign language training per employee. |
8,53 |
||||||||||||||||||||||||||||
|
ECDL certification |
All eligible costs of the operation, including direct cost of sitting examination and issuing certificate |
Number of ECDL certificates awarded, differentiated by profile and module (1) |
Certificate Name Price ECDL Profile — 1 Base/Standard exam 31,50 ECDL Profile — 2 Base/Standard exams 59,00 ECDL Profile — 3 Base/Standard exams 76,50 ECDL Profile — 4 Base/Standard exams 92,00 ECDL Profile — 5 Base/Standard exams 111,50 ECDL Profile — 6 Base/Standard exams 127,00 ECDL Profile — 7 Base/Standard exams 142,50 ECDL Profile — 8 Base/Standard exams 163,00 ECDL Profile — 1 Advanced exam 39,10 ECDL Profile — 2 Advanced exams 74,30 ECDL Profile — 3 Advanced exams 99,40 ECDL Profile — 4 Advanced exams 122,50 |
||||||||||||||||||||||||||||
|
Occupation of newly created posts in inclusive teams |
Direct wage costs Indirect costs |
Number of months during which a newly created post in an inclusive team is occupied. |
School psychologist — 1 235 per month Special pedagogue/social pedagogue — 1 440 per month |
||||||||||||||||||||||||||||
|
Occupation of newly created posts for pedagogical assistants |
Direct wage costs Indirect costs |
Number of months during which a newly created post for a pedagogical assistant is occupied |
1 005 per month |
||||||||||||||||||||||||||||
|
Occupation of a newly created teacher’s assistant post |
Direct wage costs Indirect costs |
Number of months during which a newly created post of teacher’s assistant is occupied |
966 per month |
||||||||||||||||||||||||||||
|
One hour of participation in training for teaching and specialised staff |
Direct wage costs of the trainer and wages of the participant. |
Number of completed hours per participant in training for teaching and specialised staff |
Group of 20 participants: 10,10 per completed hour per participant Group of 12 participants: 10,65 per completed hour per participant. |
2. Adjustment of amounts
Not applicable.’
(1) There are two possible modules — (1) Base/Standard; and (2) Advanced.
ANNEX V
‘ANNEX XIV
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to all Member States specified
1. Definition of standard scales of unit costs
|
Type of operations (1) |
Indicator name |
Category of costs |
Measurement unit for the indicators |
Amounts (in EUR) |
|
Formal education operations (from early childhood education to tertiary level including formal vocational education) in all ESF operational programmes. |
Participants in an academic year of formal education. |
All eligible costs directly related to providing core goods and services of education (2) |
Number of participants with verified attendance (3) in an academic year of formal education, differentiated by ISCED (4) classification. |
See point 3 (5) The amounts are for full-time participation in an academic year. In case of part-time participation the amount shall be established on the basis of a pro rata reflecting the participation of the student. In case the course lasts less than one academic year, the amount shall be established on the basis of a pro rata reflecting the duration of the course. In case only part of the course takes part in a formal education institute, the amount shall be established on the basis of a pro rata reflecting the time spent in the education institute. |
2. Adjustment of amounts
N/A
3. Amounts per participation in formal education (in EUR) (6)
|
Education level |
AT |
BE |
BG |
CY |
CZ |
DE |
EE |
FI |
HU |
IE |
IT |
ES |
HR |
|
Early childhood education ED0 |
6 252 |
n/a |
1 415 |
2 700 |
2 040 |
6 662 |
2 941 |
9 897 |
2 439 |
n/a |
3 676 |
3 261 |
2 198 |
|
Early childhood educational development ED01 |
6 937 |
n/a |
n/a |
n/a |
n/a |
9 214 |
n/a |
15 714 |
n/a |
n/a |
n/a |
3 039 |
n/a |
|
Pre-primary education ED02 |
6 127 |
5 893 |
1 415 |
2 700 |
2 040 |
5 793 |
n/a |
8 493 |
n/a |
4 986 |
3 676 |
3 330 |
2 716 |
|
Primary education ED1 |
8 113 |
7 744 |
898 |
6 594 |
2 079 |
6 201 |
3 426 |
7 952 |
1 287 |
6 471 |
5 176 |
3 816 |
4 592 |
|
Primary and lower secondary education (levels 1 and 2) ED1_2 |
9 669 |
8 327 |
986 |
6 990 |
2 650 |
7 060 |
3 517 |
9 485 |
1 318 |
6 925 |
5 396 |
4 181 |
2 181 |
|
Lower secondary education ED2 |
11 233 |
9 563 |
1 089 |
7 756 |
3 456 |
7 607 |
3 711 |
12 511 |
1 351 |
8 200 |
5 747 |
4 881 |
n/a |
|
Lower secondary education — general ED24 |
11 233 |
n/a |
1 130 |
7 756 |
3 463 |
7 607 |
3 691 |
12 511 |
1 329 |
8 200 |
5 748 |
4 881 |
n/a |
|
Lower secondary education — vocational ED25 |
n/a |
n/a |
n/a |
n/a |
2 089 |
n/a |
5 930 |
n/a |
4 421 |
n/a |
5 566 |
n/a |
n/a |
|
Upper secondary education ED3 |
10 785 |
n/a |
1 036 |
7 980 |
3 134 |
7 708 |
3 488 |
7 838 |
3 172 |
8 496 |
5 650 |
5 071 |
1 995 |
|
Upper secondary and post-secondary non-tertiary education (levels 3 and 4) ED3_4 |
10 127 |
10 109 |
1 039 |
7 886 |
3 061 |
6 846 |
3 603 |
7 838 |
3 271 |
9 252 |
5 995 |
5 071 |
1 995 |
|
Upper secondary education — general ED34 |
9 395 |
n/a |
921 |
7 281 |
2 629 |
8 045 |
3 194 |
7 199 |
3 288 |
n/a |
n/a |
4 495 |
n/a |
|
Upper secondary and post-secondary non-tertiary education — general (levels 34 and 44) |
9 395 |
10 271 |
921 |
7 281 |
2 450 |
7 988 |
3 194 |
7 199 |
3 288 |
n/a |
n/a |
4 495 |
n/a |
|
Upper secondary education — vocational ED35 |
11 690 |
n/a |
1 145 |
11 881 |
3 311 |
7 368 |
4 017 |
8 081 |
2 820 |
n/a |
n/a |
6 188 |
2 826 |
|
Upper secondary and post-secondary non-tertiary education — vocational (levels 35 and 45) |
10 552 |
10 000 |
1 151 |
11 020 |
3 296 |
6 051 |
4 023 |
8 081 |
3 237 |
n/a |
n/a |
6 188 |
2 826 |
|
Post-secondary non-tertiary education ED4 |
1 341 |
n/a |
2 135 |
n/a |
710 |
3 854 |
4 022 |
n/a |
3 952 |
10 628 |
n/a |
n/a |
n/a |
|
Post-secondary non-tertiary education — ED44 |
n/a |
n/a |
n/a |
n/a |
660 |
6 918 |
n/a |
n/a |
n/a |
n/a |
n/a |
n/a |
n/a |
|
Post-secondary non-tertiary education — vocational ED45 |
1 341 |
n/a |
2 135 |
n/a |
931 |
3 539 |
4 022 |
n/a |
3 952 |
10 628 |
n/a |
n/a |
n/a |
|
Short cycle tertiary education ED5 |
12 098 |
9 089 |
n/a |
1 241 |
6 928 |
5 963 |
n/a |
n/a |
1 994 |
n/a |
4 000 |
4 883 |
n/a |
|
Tertiary education (levels 5-8) ED5-8 |
9 105 |
7 592 |
885 |
3 637 |
1 849 |
6 450 |
2 712 |
10 199 |
1 837 |
6 562 |
2 197 |
3 637 |
3 258 |
|
Tertiary education excluding short-cycle tertiary education (levels 6-8) ED6-8 |
8 525 |
7 534 |
885 |
3 884 |
1 836 |
6 450 |
2 712 |
10 199 |
1 829 |
6 562 |
2 191 |
3 309 |
n/a |
|
Education level |
FR |
LT |
LU |
LV |
MT |
NL |
PL |
PT |
RO |
SE |
SI |
SK |
UK |
|
Early childhood education ED0 |
5 259 |
1 853 |
15 898 |
2 534 |
4 731 |
6 065 |
1 759 |
2 367 |
916 |
13 267 |
4 433 |
2 037 |
3 978 |
|
Early childhood educational development ED01 |
n/a |
2 178 |
n/a |
n/a |
n/a |
n/a |
n/a |
n/a |
1 606 |
14 879 |
5 344 |
n/a |
4 008 |
|
Pre-primary education ED02 |
5 259 |
1 789 |
15 898 |
2 534 |
4 731 |
6 065 |
1 759 |
2 367 |
893 |
12 692 |
4 067 |
2 037 |
3 973 |
|
Primary education ED1 |
4 950 |
2 197 |
16 253 |
3 147 |
5 173 |
6 681 |
2 627 |
3 718 |
674 |
10 390 |
4 985 |
2 348 |
8 777 |
|
Primary and lower secondary education (levels 1 and 2) ED1_2 |
5 828 |
2 141 |
16 575 |
3 143 |
6 048 |
7 757 |
2 638 |
4 227 |
919 |
10 568 |
4 794 |
2 410 |
8 898 |
|
Lower secondary education ED2 |
6 931 |
2 108 |
17 103 |
3 136 |
7 720 |
9 352 |
2 663 |
5 116 |
1 217 |
10 974 |
4 393 |
2 467 |
9 142 |
|
Lower secondary education — general ED24 |
6 931 |
2 083 |
17 103 |
3 138 |
7 738 |
8 228 |
2 663 |
n/a |
1 217 |
n/a |
4 393 |
2 449 |
9 464 |
|
Lower secondary education — vocational ED25 |
n/a |
3 332 |
n/a |
2 944 |
5 821 |
12 367 |
n/a |
n/a |
n/a |
n/a |
n/a |
3 150 |
6 370 |
|
Upper secondary education ED3 |
9 225 |
2 362 |
16 722 |
3 087 |
5 162 |
6 995 |
2 336 |
4 411 |
1 236 |
10 858 |
3 482 |
2 607 |
8 701 |
|
Upper secondary and post-secondary non-tertiary education (levels 3 and 4) ED3_4 |
9 145 |
2 485 |
16 199 |
3 121 |
5 065 |
6 995 |
2 230 |
4 411 |
1 137 |
10 535 |
3 482 |
2 629 |
8 701 |
|
Upper secondary education — general ED34 |
9 106 |
2 043 |
14 368 |
3 152 |
5 230 |
7 589 |
2 101 |
n/a |
2 820 |
7 908 |
4 241 |
1 932 |
8 895 |
|
Upper secondary and post-secondary non-tertiary education — general (levels 34 and 44) |
9 087 |
2 043 |
14 368 |
3 152 |
5 238 |
7 589 |
2 101 |
n/a |
2 820 |
7 856 |
4 241 |
1 932 |
8 895 |
|
Upper secondary education — vocational ED35 |
9 425 |
3 224 |
18 265 |
2 995 |
4 670 |
6 710 |
2 520 |
n/a |
47 |
14 773 |
3 717 |
2 978 |
8 295 |
|
Upper secondary and post-secondary non-tertiary education — vocational (levels 35 and 45) |
9 238 |
3 136 |
17 333 |
3 082 |
4 518 |
6 709 |
2 317 |
n/a |
120 |
13 882 |
3 717 |
2 984 |
8 295 |
|
Post-secondary non-tertiary education ED4 |
6 088 |
3 030 |
1 189 |
3 667 |
4 463 |
5 056 |
1 057 |
n/a |
423 |
4 146 |
n/a |
3 052 |
n/a |
|
Post-secondary non-tertiary education — ED44 |
6 808 |
n/a |
n/a |
n/a |
6 598 |
n/a |
n/a |
n/a |
n/a |
5 639 |
n/a |
n/a |
n/a |
|
Post-secondary non-tertiary education — vocational ED45 |
5 908 |
3 030 |
1 189 |
3 667 |
4 391 |
5 056 |
1 057 |
n/a |
423 |
3 613 |
n/a |
3 052 |
n/a |
|
Short cycle tertiary education ED5 |
8 752 |
n/a |
22 145 |
3 050 |
6 322 |
6 205 |
7 791 |
n/a |
n/a |
6 339 |
1 725 |
3 352 |
1 731 |
|
Tertiary education (levels 5-8) ED5-8 |
6 289 |
2 736 |
33 659 |
2 449 |
8 819 |
6 081 |
2 384 |
1 293 |
1 772 |
10 477 |
3 869 |
1 937 |
2 257 ’ |
(1) These unit costs cannot be used for types of operations for which other simplified cost options are established in another annex to this Delegated Regulation.
(2) Other potential eligible costs of this type of operation, such as allowances, transport, accommodation or other type of support provided to students participating in these types of operations, are not covered by the unit cost.
(3) Verified attendance means that proof of the attendance of the student in the formal education or training course is to be verified by national authorities on two or three occasions during the per academic year, in accordance with each Member State’s normal practices and procedures for verifying attendance in formal education or training.
(4) International Standard Classification of Education: http://ec.europa.eu/eurostat/statistics-explained/index.php/International_Standard_Classification_of_Education_(ISCED)
(5) The table in point 3 sets out rates for all Member States with the exception of Greece and Denmark for which data is not currently available. For courses lasting at least one full academic year, these amounts can be reimbursed to the Member State on the following basis: 50 % for the first proof of attendance during the academic year (normally at the beginning of the academic year, in accordance with national rules and practices), 30 % for the second proof of attendance and 20 % for the third and final proof of attendance. For those Member States whose national systems provide for this information to be collected only twice per year, or for courses lasting less than one full academic year, it will be 50 % for the first proof of attendance and 50 % for the second and final proof of attendance.
(6) N/A indicates that no data is available for that particular Member State and the indicated education level.
ANNEX VI
‘ANNEX XV
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Cyprus
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs |
Measurement unit for the indicators |
Amounts (in EUR) |
||||||||||||||||||||||||||||||
|
|
All costs including direct staff costs. |
|
|
||||||||||||||||||||||||||||||
|
Monthly rate for permanent and temporary government employees. |
All costs including direct staff costs. |
Number of months worked differentiated by salary scale. |
Salary Scales Α1 1 794 A2 1 857 A3 2 007 A4 2 154 A5 2 606 A6 3 037 A7 3 404 A8 3 733 A9 4 365 A10 4 912 A11 5 823 A12 6 475 A13 7 120 |
||||||||||||||||||||||||||||||
|
|
All categories of costs. |
Number of assessments carried out. |
|
2. Adjustment of amounts
Not applicable.’
ANNEX VII
‘ANNEX XVI
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Croatia
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs |
Measurement unit for the indicators |
Amounts (in HRK) |
||
|
Months worked by a teaching assistant |
All eligible costs of the operation |
Number of months worked |
4 530,18 |
2. Adjustment of amounts
Not applicable.’
ANNEX VIII
‘ANNEX XVII
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Ireland
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name (1) |
Category of costs |
Measurement unit for the indicators |
Amounts (in EUR) |
||
|
Successful result recorded for a participant on the “Bridging” programme. |
All eligible costs of the operation. |
Number of successful results per participant. |
1 316 |
||
|
Successful result recorded for a participant on the “Specific Skills Training” programme. |
All eligible costs of the operation. |
Number of successful results. |
1 631 |
||
|
Successful result recorded for a participant on the “Traineeship” programme. |
All eligible costs of the operation. |
Number of successful results. |
1 513 |
||
|
Successful result recorded for a participant on the “Community Training Centre” programme. |
All eligible costs of the operation. |
Number of successful results. |
4 718 |
||
|
Successful result recorded for a participant on the “Local Training Initiatives” programme. |
All eligible costs of the operation. |
Number of successful results. |
1 658 |
2. Adjustment of amounts
Not applicable.’
(1) For each indicator name below, a successful result refers to a participant achieving the required assessment criteria established by Education and Training Boards with the result being approved by the Results Approval Panel and recorded on the “F12-Course-Summary-Assessment-Sheet-and-Results-Approval-Form” and also recorded electronically on the Results Capture and Certification Request System (RCCRS).
ANNEX IX
‘ANNEX XVIII
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Spain
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs |
Measurement unit for the indicators |
Amounts (in EUR) |
||||||
|
Hours of participation in a training course. |
All eligible costs of the operation. |
Number of hours per participant on the condition that the participant:
For (1) the number of hours of participation by a participant corresponds to the total number of hours of the course (defined in the Training Specialities Catalogue) For (2), only the number of hours actually participated may be taken into account. For both instructor-led and online training, reimbursement will be for a maximum of 20 participants per group. |
8,58 per hour of instructor-led training (2) 4,5 per hour of online training |
2. Adjustment of amounts
Not applicable.’
(1) Available at: https://www.sepe.es/contenidos/personas/formacion/especialidades_formativas/buscador_especialidades_formativas.html
(2) Instructor-led is defined as a training course where the participants and the instructor are physically present in the same location and in Spain is defined as “ formación presencial ”.
ANNEX X
‘ANNEX XIX
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to the United Kingdom
1. Definition of standard scales of unit costs
|
Type of operations |
Indicator name |
Category of costs |
Measurement unit for the indicators |
Amounts |
||||||||
|
Apprenticeships under Priority Axis 3 of the Northern Ireland ESF Operational Programme (2014UK05SFOP004) |
Employed participants aged 16 years and above working towards a full formal apprenticeship. |
All eligible costs of the operation. |
Number of participants working towards a full formal apprenticeship. |
Amounts will be calculated according to:
|
2. Adjustment of amounts
Not applicable.
3. Amounts (in GBP)
|
|
LEVEL 2 APPRENTICESHIP — Young Person |
|||||||
|
|
Trigger Point |
Funding Categories (Note 1) |
Disability Supplement |
|||||
|
1 |
2 |
3 |
4 |
5 |
6 |
|||
|
1 |
Approval of the personal training plan |
330 |
330 |
330 |
330 |
330 |
330 |
610 |
|
2 |
Milestones (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units (2) |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
3 |
Achievement of Essential Skills (Note 3) |
330 |
330 |
330 |
330 |
330 |
330 |
0 |
|
4 |
Achievement of National Vocational Qualification Level 2 |
330 |
380 |
440 |
550 |
600 |
660 |
220 |
|
5 |
Achievement of full Level 2 Apprenticeship Framework |
330 |
380 |
440 |
820 |
880 |
930 |
0 |
|
6 |
Employer Incentive |
500 |
500 |
500 |
750 |
750 |
750 |
0 |
|
|
LEVEL 2 APPRENTICESHIP — Adult |
|||||||
|
|
Trigger Point |
Funding Categories (Note 1) |
Disability Supplement |
|||||
|
1 |
2 |
3 |
4 |
5 |
6 |
|||
|
1 |
Approval of the personal training plan |
165 |
165 |
165 |
165 |
165 |
165 |
305 |
|
2 |
Milestone Payments (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
3 |
Achievement of Essential Skills (Note 3) |
165 |
165 |
165 |
165 |
165 |
165 |
0 |
|
4 |
Achievement of National Vocational Qualification Level 2 |
165 |
190 |
220 |
275 |
300 |
330 |
110 |
|
5 |
Achievement of full Level 2 Apprenticeship Framework |
165 |
190 |
220 |
410 |
440 |
465 |
0 |
|
6 |
Employer Incentive |
250 |
250 |
250 |
375 |
375 |
375 |
0 |
|
|
LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP — Young Person |
|||||||
|
|
Trigger Point |
Funding Categories (Note 1) |
Disability Supplement |
|||||
|
1 |
2 |
3 |
4 |
5 |
6 |
|||
|
1 |
Approval of the personal training plan |
220 |
220 |
220 |
220 |
220 |
220 |
610 |
|
2 |
Milestone Payments (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
3 |
Achievement of Essential Skills (Note 3) |
330 |
330 |
330 |
330 |
330 |
330 |
0 |
|
4 |
Achievement of National Vocational Qualification Level 3 |
770 |
820 |
880 |
990 |
1 040 |
1 100 |
220 |
|
5 |
Achievement of full Level 3 Apprenticeship Framework |
990 |
1 150 |
1 320 |
1 870 |
2 030 |
2 200 |
0 |
|
6 |
Employer Incentive |
500 |
500 |
500 |
750 |
750 |
750 |
0 |
|
|
LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP — Adult Apprentices (ADULT) |
|||||||
|
|
Trigger Point |
Funding Categories (Note 1) |
Disability Supplement |
|||||
|
1 |
2 |
3 |
4 |
5 |
6 |
|||
|
1 |
Approval of the personal training plan |
110 |
110 |
110 |
110 |
110 |
110 |
305 |
|
2 |
Milestone Payments (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
3 |
Achievement of Essential Skills (Note 3) |
165 |
165 |
165 |
165 |
165 |
165 |
0 |
|
4 |
Achievement of National Vocational Qualification Level 3 |
385 |
410 |
440 |
495 |
520 |
550 |
110 |
|
5 |
Achievement of full Level 3 Apprenticeship Framework |
495 |
575 |
660 |
935 |
1 015 |
1 100 |
0 |
|
6 |
Employer Incentive |
250 |
250 |
250 |
375 |
375 |
375 |
0 |
|
|
LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) — Young Person |
|||||||
|
|
Trigger Point |
Funding Categories (Note 1) |
Disability Supplement |
|||||
|
1 |
2 |
3 |
4 |
5 |
6 |
|||
|
1 |
Approval of the personal training plan |
330 |
330 |
330 |
330 |
330 |
330 |
610 |
|
2 |
Milestone Payments (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
4 |
Achievement of National Vocational Qualification Level 2 |
660 |
710 |
770 |
990 |
1 040 |
1 100 |
220 |
|
|
|
|
|
|
|
|
|
|
|
|
Retention/Start Payment (Note 5) |
220 |
220 |
220 |
220 |
220 |
220 |
610 |
|
2 |
Milestone Payments (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
380 |
440 |
490 |
710 |
770 |
820 |
220 |
|
3 |
Achievement of Essential Skills (Note 2) |
330 |
330 |
330 |
330 |
330 |
330 |
0 |
|
4 |
Achievement of National Vocational Qualification Level 3 |
770 |
820 |
880 |
990 |
1 040 |
1 100 |
220 |
|
5 |
Achievement of full Level 3 Apprenticeship Framework |
990 |
1 150 |
1 320 |
1 870 |
2 030 |
2 200 |
0 |
|
6 |
Employer Incentive |
1 000 |
1 000 |
1 000 |
1 500 |
1 500 |
1 500 |
0 |
|
|
LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) — Adult Apprentices (ADULT) |
|||||||
|
|
Trigger Point |
Funding Categories (Note 1) |
Disability Supplement |
|||||
|
1 |
2 |
3 |
4 |
5 |
6 |
|||
|
1 |
Approval of the personal training plan |
165 |
165 |
165 |
165 |
165 |
165 |
305 |
|
2 |
Milestone Payments (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
4 |
Achievement of National Vocational Qualification Level 2 |
330 |
355 |
385 |
495 |
520 |
550 |
110 |
|
|
|
|
|
|
|
|
|
|
|
|
Retention/Start Payment (Note 5) |
110 |
110 |
110 |
110 |
110 |
110 |
305 |
|
2 |
Milestone Payments (Note 2) |
|
|
|
|
|
|
|
|
|
Achievement of 20 %-25 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 40 %-45 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 60 %-65 % of Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
|
Achievement of 80 %-85 % Apprenticeship Framework Units |
190 |
220 |
245 |
355 |
385 |
410 |
110 |
|
3 |
Achievement of Essential Skills (Note 3) |
165 |
165 |
165 |
165 |
165 |
165 |
0 |
|
4 |
Achievement of National Vocational Qualification Level 3 |
385 |
410 |
440 |
495 |
520 |
550 |
110 |
|
5 |
Achievement of full Level 3 Apprenticeship Framework |
495 |
575 |
660 |
935 |
1 015 |
1 100 |
0 |
|
6 |
Employer Incentive |
500 |
500 |
500 |
750 |
750 |
750 |
0 |
Notes:
|
1. |
The full list of apprenticeship frameworks and the funding categories to which they belong are set out in Annexes 1 and 2 of the “ApprenticeshipsNI 2017 Operational Requirements”, available at https://www.economy-ni.gov.uk/publications/apprenticeship-guidelines |
|
2. |
Milestone payments will be paid on completion of milestones/units of the agreed overall framework. To calculate the percentage of achievement, the completion of whole units or parts of units within the framework shall be considered in accordance with the “ApprenticeshipsNI 2017 Operational Requirements”, available at https://www.economy-ni.gov.uk/publications/apprenticeship-guidelines |
|
3. |
Essential Skills consist of Communication, Application of Number and ICT. The amount for essential skills is limited to one payment per participant of GBP 55 per Adult/GBP 110 per young person in respect of each Essential Skill of Communication, Application of Number and ICT. |
|
4. |
In a Level 3 (Level 2 en route) apprenticeship, an apprentice with previous experience of study at Level 2 can undertake a Level 3 framework taking their prior learning and achievement into consideration. This may make it possible for the apprentice to progress to Level 3 without completing the full Level 2 framework. |
|
5. |
Applicable when a participant has completed and achieved all components of the Level 2 qualification en route to the Level 3 apprenticeship.’ |
(1) A young person is defined as a person aged between 16 and 24 years, while an adult is defined as person aged 25 years and above.
(2) Apprenticeship Framework Units are the elements of the specified/required learning (i.e. modules) that make up qualifications. The qualifications for Level 2 apprenticeships can be found at https://www.nidirect.gov.uk/articles/level-2-frameworks-apprenticeships and for Level 3 apprenticeships at https://www.nidirect.gov.uk/articles/level-3-frameworks-apprenticeships