ESF 2000-2006 OBJECTIVE 3 OPERATIONAL PROGRAMME FOR ENGLAND AND GIBRALTAR (1999GB053PO003) ANNUAL IMPLEMENTATION REPORT 2004 MA 2005

ESF 2000-2006 OBJECTIVE 3 OPERATIONAL PROGRAMME FOR ENGLAND AND GIBRALTAR ANNUAL IMPLEMENTATION REPORT 2004 CONTENTS 1! I"#$%&'(#)%" *"& S'++*$, 1.1 Introduction 1.2 Overview 1.3 Background to ESF and England Objective 3 Programme 1.4 Background to t!e re"ort 2! L*-%'$ M*$./# *"& P%0)(, C%"#/1# (C2*"3/4 )" 3/"/$*0 (%"&)#)%"4 $/0/5*"# #% )+60/+/"#*#)%") 2.1 %"date on Socio&economic 'rend( 2.2 Polic) *evelo"ment( 2.3 ,id&term -eview 3! P$%3$*++/ P/$7%$+*"(/ (I+60/+/"#*#)%" %7 6%0)(, 7)/0&4 *"& +/*4'$/48 )"(0'&)"3 /16/"&)#'$/ *"& 6$%3$/44 *3*)"4# )"&)(*#%$4) 3.1 Progre(( b) Polic) Field and ,ea(ure 3.2 /uanti0ication o0 Out"ut( 3.3 Per0ormance -e(erve 3.4 1lobal 1rant( 3.. 2ational Project( 3. 3entral Project( 3.# ,ajor Project( 3.$ 4ori5ontal '!eme(6 E7ual O""ortunitie(8 9ocal *evelo"ment and t!e In0ormation Societ) 3.: ,odi0ication( to t!e Programme 3om"lement 3.1+ Financial Engineering 'ec!ni7ue( 4! P$%3$*++/ M*"*3/+/"# (S#/64 #*./" -, #2/ +*"*3)"3 *'#2%$)#, *"& M%")#%$)"3 C%++)##// #% /"4'$/ #2/ 9'*0)#, *"& /77/(#)5/"/44 %7 )+60/+/"#*#)%") 4.1 Programme ,onitoring 3ommittee 4.2 -egional 3ommittee( 4.3 -egional *evelo"ment Plan( 4.4 ,onitoring S)(tem( and *ata 3ollection # $ $ 2+ 32 3. PAGE 4 4 4

3. 3. . . 1 2 . . # $ :

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4.. Evaluation 4. Financial 3ontrol 4.# 'ec!nical ;((i(tance 4.$ Publicit) 5! L)".4 :)#2 O#2/$ C%++'")#, P%0)()/4 (S#/64 #*./" #% /"4'$/ (%+6*#)-)0)#, :)#2 C%++'")#, 6%0)()/4 *"& %#2/$ 4#$'(#'$*0 *44)4#*"(/) ..1 3o&ordination wit! Ot!er Fund( and 3om"lementarit) wit! Objective 2 ..2 3ontribution to t!e Euro"ean Em"lo)ment Strateg) and Em"lo)ment 1uideline( ..3 3ontribution to t!e Social Inclu(ion Plan ..4 3om"atibilit) wit! 3ommunit) Polic) on t!e ;ward o0 Public 3ontract( ... 3on0ormit) wit! 3om"etition -ule( .. 3om"atibilit) wit! 3ommunit) Polic) on E7ualit) between ,en and <omen ..# 9ink( to t!e E7ual 3ommunit) Initiative ..$ 3om"atibilit) wit! 3ommunit) Polic) on Su(tainable *evelo"ment and Environmental Protection ..: Enlargement a((i(tance to new ,ember State( A""/1/4 ;. O"erational Programme Polic) Field( and ,ea(ure( B. Em"lo)ment 1uideline( 2++3 3. E7ual O""ortunitie( ,ain(treaming ;ction Plan *. Evaluation Strateg) E. 'ec!nical ;((i(tance Strateg) F. Publicit) and 3ommunication( Strateg) 1. ESF Publicit) in 2++4 4. 2+++&2++ England Objective 3 ,onitoring 3ommittee Pa"er( in 2++4 I. 9i(t o0 a""roved 3o&0inancing Organi(ation(

## $+ $: :3 1+3

1+3 1+# 114 11 11 11# 11# 11: 12+ 121 123 124 13$ 1 1 : 1#. 1# 1##

SECTION 1; INTRODUCTION AND SUMMAR 1!1 I"#$%&'(#)%"

'!i( re"ort de(cribe( t!e im"lementation in 2++4 o0 t!e Euro"ean Social Fund =ESF> Objective 3 O"erational Programme 0or England and 1ibraltar =1:::1B+.3PO++3>. '!e "rogramme run( 0or (even )ear( 0rom 2+++ to 2++ and i( de(igned to add value to t!e %?@( "olicie( to ac!ieve em"lo)ment o""ortunitie( 0or all.1 *uring 2++48 Objective 3 in England !a( continued to tackle t!e "rioritie( (et out in t!e %? 2ational ;ction Plan 0or Em"lo)ment and addre(( t!e Em"lo)ment -ecommendation( to t!e %?. Some $2.8+++ "eo"le were !el"ed in a wide variet) o0 "roject( during t!e )ear. ,uc! o0 t!e "rogramme i( targeted at im"roving t!e em"lo)abilit) and (kill( o0 "eo"le w!o are at a di(advantage in t!e labour market including long term unem"lo)ed or economicall) inactive "eo"le. '!ere i( al(o a (trong concentration on activitie( to develo" ba(ic and vocational (kill( o0 t!e work0orce8 a( well a( on t!e unem"lo)ed and inactive. '!roug! t!e(e mea(ure( ESF !a( al(o contributed to t!e 1overnment@( "olicie( 0or an inclu(ive (ociet) w!ic! are (et out in t!e Social Inclu(ion ;ction Plan. 3o&0inancing i( now t!e main met!od o0 deliver) in "artner(!i" wit! t!e 3o& 0inancing Organi(ation( =3FO(>. '!e main 3FO( are t!e 9ocal 9earning and Skill( 3ouncil( =9S3(> and Aobcentre Plu(. Ot!er organi(ation( a""roved a( 3FO( in (ome region( include local aut!oritie(8 -egional *evelo"ment ;gencie( =-*;(>8 3onneBion( Partner(!i"( and Bu(ine(( 9ink '!e mid&term review o0 t!e "rogramme wa( carried out in 2++4 to addre(( t!e recommendation( o0 t!e mid&term evaluation and to allocate t!e additional "er0ormance re(erve 0unding awarded b) t!e 3ommi((ion. ;dditional 0und( were allocated to active labour market8 (ocial inclu(ion8 li0elong learning and work"lace (kill( "rioritie(. In addition minor adju(tment( were made to (trengt!en t!e "rogramme@( em"!a(i( on !el"ing economicall) inactive "eo"le. '!e Euro"ean 3ommi((ion ado"ted t!e revi(ed O"erational Programme in a 3ommi((ion deci(ion o0 $ 2ovember 2++4.

1!2 O5/$5)/:
L*-%'$ +*$./# *"& 6%0)(, (%"#/1# Section 2 re"ort( on labour market trend( and "olic) develo"ment( over t!e cour(e o0 2++4. '!e %? econom) "er0ormed well in 2++4. Em"lo)ment increa(ed and unem"lo)ment 0ell over t!e )ear. ;t t!e end o0 2++48 t!ere were 23.: million "eo"le in em"lo)ment in England8 #..1C o0 t!e working age "o"ulation!
1

Funding i( made available to t!e "rogramme( t!roug! t!e 2+++&+ E% Financial Per("ective. 4owever8 "roject activit) can continue until 2++$.

B) "ur(uing (trategie( w!ic! "romote and (u""ort a 0leBible labour market8 t!e 1overnment !a( increa(ed t!e level o0 em"lo)ment )ear on )ear and i( (eeking to im"rove em"lo)ment "ro("ect( 0or all. In t!i( wa)8 t!e 1overnment !el"( individual( o0 working age to !el" t!em(elve( and t!eir 0amilie(. It encourage( work 0or t!o(e w!o can and "rovide( (u""ort 0or t!o(e w!o cannot. '!e 1overnment !a( al(o continued to develo" "olicie( to enable all )oung "eo"le to develo" and to e7ui" t!em(elve( wit! t!e (kill( and knowledge needed 0or li0e and work8 and to encourage and enable adult( to learn8 im"rove t!eir (kill( and enric! t!eir live(. ESF i( being u(ed to add value to t!e(e em"lo)ment and (kill( "olicie(. P$%3$*++/ 6/$7%$+*"(/ Section 3 re"ort( on t!e "rogre(( o0 t!e "rogramme in 2++4 b) "olic) 0ield and mea(ure. '!e "rogramme ac!ieved it( 2++4 2D2 eB"enditure target( and more "eo"le were in work t!an 0oreca(t =4$C com"ared to t!e 0oreca(t o0 41C>. '!e "ro"ortion o0 "artici"ant( w!o com"leted t!eir cour(e( wa( al(o better t!an originall) 0oreca(t wit! $#C ac!ieved com"ared to #.C 0oreca(t. '!e "rogramme !a( been e00ective in "roviding (u""ort to adult( unem"lo)ed 0or 12 mont!( be0ore t!e) (tarted on Objective 38 wit! 4.C o0 t!e(e adult( !aving received !el" com"ared to t!e 0oreca(t o0 3 C. Partici"ation b) women in t!e "rogramme al(o eBceeded 0oreca(t(. E7ual o""ortunitie(8 t!e in0ormation (ociet) and local develo"ment are im"ortant !ori5ontal t!eme( wit!in t!e "rogramme. Strategic guidance wa( i((ued to 1overnment O00ice( in ;"ril 2++4 wit! a 3FO e7ual o""ortunitie( c!eckli(t. '!e c!eckli(t covered e7ual o""ortunitie( main(treaming8 con(ultation wit! e7ualit) and communit) grou"(8 and t!e u(e o0 (o0t outcome indicator( and di(tance travelled. Su(tainable develo"ment wa( included a( one o0 t!e t!eme( 0or t!e (trategic guidance i((ued to 1overnment O00ice( ;"ril and ,a) 2++4. P$%3$*++/ +*"*3/+/"# Section 4 de(cribe( !ow t!e "rogramme wa( managed to en(ure it( e00ective im"lementation. It i( ac!ieving or eBceeding t!e ke) management target(. Financial and monitoring data were collected 0rom all "roject( and t!i( "rovided t!e ba(i( 0or ESF *ivi(ion and 1overnment O00ice( to monitor t!e "rogre(( o0 t!e "rogramme and "roject(. '!e "rinci"le o0 "artner(!i" !a( under"inned t!e im"lementation o0 t!e "rogramme. Partner( were re"re(ented on t!e England ,onitoring 3ommittee and regional committee(8 w!ic! met regularl) to over(ee t!e management o0 t!e "rogramme at national and regional level(. '!e) al(o "artici"ated in working grou"( on t!e evaluation (trateg)8 e7ual o""ortunitie( and national "roject(. '!e Euro"ean 3ommi((ion !a( continued to o00er valuable (u""ort and advice on t!e develo"ment o0 t!e "rogramme.

Sound 0inancial control mec!ani(m( were o"erated8 in line wit! -egulation 43$E2++1. '!e in("ection "rogramme !a( continued to make good "rogre((8 wit! over 1+C o0 cumulative eB"enditure covered b) annual 0inancial and management audit(8 eBceeding t!e target o0 .C. L)".4 :)#2 %#2/$ C%++'")#, 6%0)()/4 Section . de(cribe( !ow t!e "rogramme contributed to ot!er 3ommunit) "olicie(. ;rrangement( continued to o"erate to en(ure t!at Objective 3 0unding wa( u(ed e00ectivel) in Objective 2 area(. '!e "rogramme 0ul0illed t!e regulator) re7uirement to contribute to t!e Euro"ean Em"lo)ment Strateg) b) (u""orting activitie( de(cribed in t!e %? 2ational ;ction Plan 0or Em"lo)ment and addre((ing t!e Em"lo)ment -ecommendation( to t!e %?. It al(o (u""orted labour market inclu(ion mea(ure( de(cribed in t!e Social Inclu(ion ;ction Plan. It !a( al(o con0ormed to 3ommunit) rule( on com"etition and t!e award o0 "ublic contract(8 and taken account o0 3ommunit) "olicie( on e7ual o""ortunitie( and (u(tainable develo"ment. 1!3 B*(.3$%'"& #% ESF *"& #2/ E"30*"& O-</(#)5/ 3 P$%3$*++/

'!e Euro"ean Social Fund =ESF> i( one o0 0our Structural Fund( de(igned to (trengt!en economic and (ocial co!e(ion in t!e Euro"ean %nion. '!e t!ree ot!er Structural Fund( are t!e Euro"ean -egional *evelo"ment Fund =E-*F>8 t!e Euro"ean ;gricultural 1uidance and 1uarantee Fund =E;11F> and t!e Financial In(trument 0or Fi(!erie( 1uidance =FIF1>. '!e "ur"o(e o0 ESF8 de0ined in t!e ESF -egulation8 i( to (u""ort ,ember State(@ activitie( to im"rove t!eir labour market( and !uman re(ource(8 a( (et out in 2ational ;ction Plan( 0or em"lo)ment. It de0ine( 0ive "rioritie( area( or F"olic) 0ield(@ 0or ESF (u""ort6 develo"ing active labour market "olicie(G "romoting e7ual o""ortunitie( in t!e labour marketG "romoting li0elong learningG develo"ing a (killed8 trained and ada"table work0orceG im"roving t!e "o(ition o0 women in t!e labour market.

ESF i( c!annelled t!roug! t!e t!ree Structural Fund objective( and t!e E7ual 3ommunit) Initiative6 O-</(#)5/ 1 "romote( t!e develo"ment and (tructural adju(tment o0 region( w!o(e develo"ment i( lagging be!ind. O-</(#)5/ 2 (u""ort( t!e economic and (ocial conver(ion o0 area( 0acing (tructural di00icultie( including indu(trial8 urban8 rural and 0i(!erie( area( in decline.

O-</(#)5/ 3 (u""ort( t!e ada"tation and moderni(ation o0 "olicie( and ()(tem( o0 education8 training and em"lo)ment. It al(o "rovide( a F"olic) 0rame o0 re0erence@ 0or all Structural Fund activitie( to develo" !uman re(ource(. E9'*0 (u""ort( tran(national co&o"eration to "romote new mean( o0 combating di(crimination and ine7ualit) in t!e labour market.

'!e Objective 3 Programme 0or England and 1ibraltar cover( t!e w!ole o0 England eBce"t t!e Objective 1 area( o0 3ornwall and t!e I(le( o0 Scill)8 ,er(e)(ide and Sout! Hork(!ire. '!ere i( I4.2: billion available in 2+++&+ . '!e Programme@( "olic) 0ield( and mea(ure( are li(ted at anneB ;. '!ere are (e"arate Objective 3 Programme( in Scotland and <ale(. ;ll t!ree national "rogramme( o"erate wit!in t!e Objective 3 3ommunit) Su""ort Framework 0or 1reat Britain. 1!4 B*(.3$%'"& #% #2/ R/6%$# '!e re"ort i( (ubmitted in accordance wit! ;rticle 3# o0 3ouncil -egulation 12 +E1::: o0 21 Aune 1::: la)ing down general "rovi(ion( on t!e Structural Fund(. It re"ort( on t!e im"lementation o0 t!e England Objective 3 O"erational Programme in t!e calendar )ear 2++4. '!e re"ort !a( been a""roved b) %? ,ini(ter( w!o !ave continued to take a clo(e intere(t in t!e e00ective o"eration o0 t!e "rogramme and it( contribution to t!eir "olic) initiative(. ,ember( o0 t!e England ,onitoring 3ommittee !ave !ad t!e o""ortunit) to comment on t!e re"ort. '!e re"ort wa( "re"ared b) Euro"ean Social Fund *ivi(ion =ESF*>8 t!e managing aut!orit) 0or t!e "rogramme8 w!ic! i( "art o0 t!e Aoint International %nit o0 t!e *e"artment 0or <ork and Pen(ion( =*<P> and t!e *e"artment 0or Education and Skill( =*0ES>. '!e *<P aim( to "romote o""ortunit) and inde"endence 0or all. One o0 it( ke) objective( i( to "romote work a( t!e be(t 0orm o0 wel0are 0or "eo"le o0 working age8 w!ile "rotecting t!e "o(ition o0 t!o(e in greate(t need. '!e *0ES aim( to !el" build a com"etitive and inclu(ive (ociet) b) creating o""ortunitie( 0or ever)one to develo" t!eir learning8 relea(ing "otential in "eo"le to make t!e mo(t o0 t!em(elve(8 and ac!ieving eBcellence in (tandard( o0 education and level( o0 (kill(. ESF (u""ort( man) o0 t!e "olic) initiative( o0 bot! de"artment(. '!e re"ort al(o draw( on in0ormation 0rom t!e 1overnment O00ice( in t!e region( o0 England and t!e 1overnment o0 1ibraltar8 w!ic! !ave delegated aut!orit) 0or man) o"erational management i((ue( wit!in t!eir area(. It al(o incor"orate( anal)(i( 0rom t!e inde"endent ESF Evaluation 'eam and 0rom ot!er team( in t!e ;nal)tical Service( o0 *<P and *0ES.

SECTION 2; LABOUR MAR=ET AND POLIC CONTE>T 2!1 U6&*#/ %" S%()%-/(%"%+)( T$/"&4 2!1!1 O5/$5)/: '!e %? econom) continued to "er0orm well in 2++4 and grew b) 3.1C. '!i( (table macro&economic "er0ormance allowed (tead) em"lo)ment growt! over t!e )ear. '!e labour market "roved remarkabl) re(ilient in t!e 0ace o0 (luggi(! world economic growt!8 wit! em"lo)ment around record level( and unem"lo)ment around a 2.&)ear low. 2!1!2 A(#)5/ 0*-%'$ +*$./# 6%0)()/42 E+60%,+/"# ;t t!e end o0 2++4 =t!e October 2++4 to *ecember 2++4 7uarter>8 t!ere were 23.: million "eo"le in em"lo)ment in England. '!i( re"re(ent( #..1C o0 t!e working age "o"ulation. Over t!e )ear8 t!e number o0 "eo"le in work increa(ed b) 1:$8+++. '!e em"lo)ment rate increa(ed b) +.1 "ercentage "oint(. ,en remain more likel) t!an women to be in work. ;t t!e end o0 2++48 #:.$C o0 working&age men were in work in England com"ared to #+.1C o0 women. Over t!e )ear women accounted 0or 3#C o0 t!e increa(e in em"lo)ment w!ile men accounted 0or 3C. '!e em"lo)ment rate 0or men increa(ed b) +.2 "ercentage "oint( w!ile8 t!e em"lo)ment rate 0or women ro(e b) +.1 "ercentage "oint(. Em"lo)ment rate( var) con(iderabl) b) age. '!o(e aged 2.&4: are t!e mo(t likel) to be in work8 wit! $1.#C em"lo)ed in ("ring 2++4 =,arc! to ,a)>. '!i( com"are( to an em"lo)ment rate o0 #+.4C among(t t!o(e aged .+ to t!e (tate "en(ion age =SP;> and +.3C among(t t!o(e aged 1 &24 )ear( old. Between ("ring 2++3 and ("ring 2++48 t!e em"lo)ment rate o0 t!o(e aged 1 & 24 ro(e b) +.4 "ercentage "oint(8 t!e rate o0 t!o(e aged .+&SP; increa(ed b) +.1 "ercentage "oint(8 and t!ere wa( no c!ange in t!e em"lo)ment rate 2.& 4: )ear old. '!e growt! in em"lo)ment over t!e la(t )ear !a( generall) been ("read acro(( t!e w!ole o0 England. '!e Ea(t wa( t!e onl) region t!at eB"erienced a (mall 0all in t!e level o0 em"lo)ment. ;dditionall)8 di00erence( in "o"ulation growt! !ave cau(ed di00erent trend( in em"lo)ment rate( acro(( region(. '!e em"lo)ment rate 0ell in t!e Ea(t8 9ondon and t!e Sout! <e(t. '!e 2ort! <e(t8 2ort! Ea(t8 Hork(!ire and t!e 4umber8 Ea(t and <e(t ,idland(8 t!e Sout! <e(t and t!e Sout! Ea(t all eB"erienced a ri(e in t!eir em"lo)ment rate(.

*ata i( (ea(onall) adju(ted. ;ll level( re0er to t!o(e aged 1 and over8 unle(( ot!erwi(e indicated. Em"lo)ment rate( are given a( a "ro"ortion o0 t!o(e o0 working age8 I9O unem"lo)ment rate( a( a "ro"ortion o0 t!e economicall) active.

E+60%,+/"# 0/5/04 *"& $*#/4 )" E"30*"&8 199?-2004 2482++ 248+++ 238$++ #..+ 238 ++ 2384++ 2382++ 238+++ 228$++ #3.+ 228 ++ Em"lo)ment 9evel 2284++ 2282++ Oct&*ec 1::# Em"lo)ment -ate =C> #2.. #2.+ Oct&*ec 2++4 #4.. #4.+ #3.. # .+ #...

Oct&*ec 1::$

Oct&*ec 1:::

Oct&*ec 2+++

Oct&*ec 2++1

Oct&*ec 2++2

Oct&*ec 2++3

S%'$(/; L*-%'$ F%$(/ S'$5/,8 4/*4%"*00, *&<'4#/&!

Overall8 t!e ga" between t!e !ig!e(t and lowe(t region( narrowed ver) (lig!tl). 4owever8 a( t!ere tend( to be muc! greater local variation in em"lo)ment rate(8 di00erence( are muc! larger wit!in rat!er t!an between region(. U"/+60%,+/"# '!e trend in unem"lo)ment wa( clo(e to 0lat on bot! t!e I9O and claimant mea(ure(8 alt!oug! t!ere were (ome (mall increa(e( in I9O unem"lo)ment toward( t!e end o0 t!e )ear8 due to t!e increa(e in t!e labour 0orce being larger t!an t!e increa(e in em"lo)ment. ;t t!e end o0 t!e )ear8 I9O unem"lo)ment in England (tood at 1.1# million or 4.#C o0 t!e active "o"ulation =in t!e October 2++3 to *ecember 2++4 7uarter>. Over t!e )ear8 I9O unem"lo)ment 0ell b) 328+++8 wit! t!e rate 0alling b) +.2 "ercentage "oint(. '!e claimant count8 t!o(e claiming unem"lo)ment& related bene0it8 wa( lower at $84++ or 2..C =in *ecember 2++4>. 3laimant unem"lo)ment 0ell b) 38+++ over t!e )ear8 wit! t!e rate down b) +.3 "ercentage "oint(. ,en are more likel) to be unem"lo)ed t!an women on bot! mea(ure(. '!e I9O unem"lo)ment rate 0or men wa( ..+C at t!e end o0 2++48 com"ared to 4.3C 0or women. '!i( ga" wa( broadl) unc!anged over t!e )ear8 wit! bot! t!e male and 0emale unem"lo)ment rate 0alling (lig!tl). '!e claimant unem"lo)ment rate 0or men wa( 3..C at t!e end o0 2++48 com"ared to ju(t 1..C 0or women. '!i( ga" narrowed (lig!tl) a( t!e male rate 0ell b) a greater amount t!an t!e 0emale rate. %nem"lo)ment al(o varie( b) age. In ("ring 2++48 1+.:C o0 economicall)
:

active 1 &24 )ear old( were I9O unem"lo)ed8 com"ared to 3.$C o0 2.&4: )ear old( and 3.1C o0 t!o(e aged .+&SP;. 4owever8 w!ile 1 &24 )ear old( are t!e more likel) to be unem"lo)ed8 t!e) are t!e lea(t likel) to become long& term unem"lo)ed. Onl) 11.3C o0 unem"lo)ed 1 &24 )ear old( !ad been (o 0or 12 mont!( or more8 com"ared to 23..C o0 2.&4: )ear old( and 3+.3C o0 .+&SP; )ear old(. Over t!e "a(t )ear 0rom ("ring 2++38 t!e I9O unem"lo)ment rate !a( 0allen b) +. "ercentage "oint( among(t 1 &24 )ear old(8 b) +.1 "ercentage "oint( among(t 2.&4: )ear old( and b) +.3 "ercentage "oint( among(t t!o(e aged .+&SP;. '!e ("read o0 unem"lo)ment rate( acro(( region( !a( remained broadl) (table over 2++48 on bot! mea(ure(. ;t t!e end o0 2++48 I9O unem"lo)ment rate( varied between 3.3C in t!e Sout! <e(t and #.3C in 9ondon8 a ga" o0 4 "ercentage "oint(. '!i( i( unc!anged 0rom a )ear earlier. '!e ga" o0 2.3 "ercentage "oint( in claimant unem"lo)ment rate( J between 1..C in t!e Sout! Ea(t and 4.$C in t!e 2ort! Ea(t J !a( narrowed 0rom a ga" o0 2. "ercentage "oint(. -egion( in England !ave !ad miBed eB"erience( in term( o0 c!ange( in t!eir I9O unem"lo)ment rate over t!e )ear. '!e rate 0ell b) +.2 "ercentage "oint( in t!e 2ort! Ea(t8 1.+ "ercentage "oint( in t!e <e(t ,idland(8 +.3 "ercentage "oint( in t!e Sout! Ea(t8 +.3 "ercentage "oint( in t!e Ea(t ,idland(8 +.2 "ercentage "oint( in t!e 2ort! <e(t and +.4 "ercentage "oint( in Hork(!ire. In t!e Sout! <e(t and 9ondon t!e rate increa(ed b) +.2 "ercentage "oint(8 and b) +.3 "ercentage "oint( in t!e Ea(t o0 England.
ILO '"/+60%,+/"# $*#/4 -, $/3)%" 2003 *"& 2004
$ # 2++4 2++3

.
P/$(/"#

4 3 2 1 + Sout! <e(t Sout! Ea(t Ea(t o0 England Ea(t ,idland( 2ort! <e(t Hork(!ire K 4umber <e(t ,idland( 2ort! Ea(t 9ondon

S%'$(/; L*-%'$ F%$(/ S'$5/,8 O(#%-/$ - D/(/+-/$

;( wit! em"lo)ment8 variation( in unem"lo)ment rate( acro(( England are muc! larger at t!e local rat!er t!an t!e regional level. '!e !ig!e(t claimant
1+

unem"lo)ment rate( tend to be in inner citie(8 "articularl) (ome area( o0 9ondon8 a( well a( (ome coa(tal re(ort( and a 0ew eB&coal0ield (ite(. E1)# $*#/4 7$%+ '"/+60%,+/"# '!e %? labour market i( !ig!l) diver(e and ver) d)namic. It generate( a great variet) o0 job( acro(( t!e countr). In turn8 t!i( mean( t!at t!ere are a lot o0 o""ortunitie( 0or unem"lo)ed "eo"le to take u" work. '!i( i( re0lected in t!e !ig!l) 0luid nature o0 unem"lo)ment in England. Over 2++4 a( a w!ole8 0or eBam"le8 (ome 2 million "eo"le joined t!e claimant count and anot!er 2 million le0t it J bot! muc! larger t!an t!e total number o0 around #++8+++ unem"lo)ed claimant( at an) one "oint in time in 2++4. '!e active nature o0 t!e Aob(eeker( ;llowance =AS;> regime J wit! claimant( re7uired to look 0or and take u" work a( a condition o0 receiving bene0it J mean( t!at unem"lo)ed claimant( tend to move o00 bene0it( ver) 7uickl). In general8 +C o0 t!o(e making a new claim 0or AS; leave wit!in t!e 0ir(t t!ree mont!( on bene0it and over t!ree&7uarter( wit!in t!e 0ir(t (iB mont!(. Au(t one&in&twent) are (till on bene0it a )ear a0ter 0ir(t claiming AS;. L%"3-#/$+ '"/+60%,+/"# 9ong&term unem"lo)ment continued to 0all over 2++4 a( (!own in t!e c!art below. In ("ring 2++4 t!ere were 22.8+++ "eo"le unem"lo)ed 0or 12 mont!( or more8 ba(ed on t!e I9O mea(ure. '!i( re"re(ent( 2+C o0 all I9O unem"lo)ed8 roug!l) 2 "ercentage "oint( lower com"ared wit! a )ear ago. On t!e claimant mea(ure8 in *ecember 2++4 t!ere were 1++8+++ claimant unem"lo)ed w!o !ad been on bene0it 0or 12 mont!( or more. '!i( re"re(ent( 1.C o0 all claimant(8 about t!e (ame a( a )ear ago. ,en are more likel) to be long&term unem"lo)ed t!an women. O0 t!o(e I9O unem"lo)ed in ("ring 2++48 23C o0 men !ad been (o 0or 12 mont!( or more com"ared to onl) 1 C o0 women. Similarl)8 o0 t!o(e claimant unem"lo)ed8 1 C o0 men !ad been (o 0or 12 mont!( or more com"ared to ju(t 12C o0 women. 9ong&term unem"lo)ment tend( to be concentrated among(t older age grou"(8 "articularl) older men. '!e 2ew *eal 0or Houng Peo"le !a( virtuall) eradicated long&term claimant unem"lo)ment among(t )oung "eo"le8 wit! 1.C o0 1$&24 )ear&old( in claimant unem"lo)ment !aving been (o 0or mont!( or more and ju(t 3C 0or 12 mont!( or more. In contra(t8 t!e !ig!e(t long&term unem"lo)ment (!are( are among(t men aged .+ and over8 wit! 33C o0 I9O unem"lo)ed and 32C o0 claimant unem"lo)ed !aving been (o 0or 12 mont!( or more.

11

ILO '"/+60%,+/"# )" E"30*"& 19@4-2004

38+++8+++ ;ll I9O unem"lo)ed %nem"lo)ed 0or 12 mont!( and over 28.++8+++

28+++8+++

18.++8+++

18+++8+++

.++8+++

+ 1:$4 1:$. 1:$ 1:$# 1:$$ 1:$: 1::+ 1::1 1::2 1::3 1::4 1::. 1:: 1::# 1::$ 1::: 2+++ 2++1 2++2 2++3 2++4

S%'$(/; L*-%'$ F%$(/ S'$5/,8 "%# 4/*4%"*00, *&<'4#/&

2!1!3

E9'*0 %66%$#'")#)/4 7%$ *00 *"& 4%()*0 )"(0'4)%"

;lt!oug! em"lo)ment i( at !i(toricall) !ig! level( and unem"lo)ment at a 2.& )ear low8 t!ere are (ome grou"( w!o continue to (truggle to com"ete e00ectivel) in t!e labour market. ;( well a( women8 )oung "eo"le and older "eo"le de(cribed above8 t!e(e include "eo"le on inactive bene0it(8 "articularl) lone "arent( and di(abled "eo"le8 "eo"le 0rom et!nic minorit) grou"( and "eo"le wit! no or low 7uali0ication(. P/%60/ :)#2 * &)4*-)0)#, In ("ring 2++48 t!ere were ..# million "eo"le o0 working age wit! di(abilitie( in England8 1:C o0 t!e total working&age "o"ulation. *i(abled "eo"le are le(( likel) to be in work8 wit! an em"lo)ment rate o0 .1.1C com"ared to $+.4C 0or "eo"le wit!out di(abilitie( J and al(o more likel) to be unem"lo)ed8 wit! an I9O unem"lo)ment rate o0 .$C com"ared to 4.3C 0or "eo"le wit!out di(abilitie(. 4owever8 t!e ga" i( narrowing. Over t!e )ear8 t!e em"lo)ment rate o0 di(abled "eo"le ro(e b) 1.2 "ercentage "oint(8 com"ared to a 0all b) +.1 "ercentage "oint( in t!e rate o0 non&di(abled "eo"leG w!ile t!e di(abled unem"lo)ment rate 0ell b) 1.1 "ercentage "oint( and t!e non&di(abled unem"lo)ment rate 0ell b) +.2 "ercentage "oint(. L%"/ 6*$/"#4 In ("ring 2++4 t!ere were around 1.. million lone "arent( o0 working age in England J around .C o0 all working age. Over !al0 =.4. C> o0 lone "arent( are in em"lo)ment8 w!ile 3:..C are inactive and :.#C I9O unem"lo)ed. '!e
12

!ig! rate o0 inactivit) among(t lone "arent( i( (trongl) a((ociated wit! caring re("on(ibilitie(. ;ccording to t!e 9FS around 3 out o0 4 inactive lone "arent( are inactive becau(e t!e) are looking a0ter 0amil) and !ome.
B/"/7)# $/()6)/"#4 19?9 #% 2004

38.++8+++ 38+++8+++ 28.++8+++ 28+++8+++ 18.++8+++ 18+++8+++ .++8+++ + 1:$3 1:$# 1:$: 1::. 1::# 2++1 2++3 1:#: 1:$1 1:$. 1::1 1::3 1:::

U"/+60%,+/"# -/"/7)#4

I"(*6*()#, -/"/7)#4

L%"/ 6*$/"#4

S%'$(/; D/6*$#+/"# 7%$ A%$. *"& P/"4)%"4

E#2")( +)"%$)#, 3$%'64 In ("ring 2++48 t!ere were about 3 million "eo"le 0rom et!nic minorit) grou"( in England o0 working age. '!i( re"re(ent( about 1+C o0 t!e overall working age. Et!nic minoritie( a( a w!ole continue to !ave lower em"lo)ment rate( and !ig!er unem"lo)ment rate( t!an t!e w!ite "o"ulation. In ("ring 2++48 t!e 0our 7uarter average em"lo)ment rate 0or et!nic minoritie( wa( .:.4C8 com"ared to a 0our 7uarter average em"lo)ment rate o0 # .#C 0or w!ite(. '!e I9O unem"lo)ment 0or all et!nic minorit) grou"( wa( #.#C8 about twice t!e rate o0 3.4C 0or w!ite(. 4owever8 t!e(e aggregate rate( ma(k (igni0icant variation( between di00erent et!nic grou"(. In ("ring 2++48 t!o(e 0rom t!e Black 3aribbean and t!e Indian et!nic minorit) grou"( were t!e mo(t likel) to be in em"lo)ment8 wit! em"lo)ment rate( o0 around #+C & alt!oug! (till below t!e em"lo)ment rate 0or <!ite(. Paki(tani and Banglade(!i et!nic minorit) grou"( were le(( likel) to be in work8 wit! em"lo)ment rate( o0 44.$C and 42. C re("ectivel)

13

2!1!4

L)7/0%"3 L/*$")"3

B'*0)7)(*#)%"4 Over t!e la(t decade8 t!ere !a( been a (igni0icant increa(e in t!e "ro"ortion o0 t!e "o"ulation o0 working age in t!e %? !olding recogni(ed 7uali0ication( w!ic! !a( continued a trend (ince t!e earl) 1:$+(6 0rom #:C in 1::4 to $ C in 2++43. 2ow ju(t le(( t!an one in ten o0 t!o(e in em"lo)ment !ave no 7uali0ication( com"ared to one in (iB a decade ago. In 2++3E2++4 ju(t over 4C o0 1 )ear old( in England 0ailed to ac!ieve a 13SE or 12L/ e7uivalent8 down 0rom ju(t under $C in 1:: . '!e(e im"rovement( in 7uali0ication( are "artl) due to t!e older generation8 wit! le(( (c!ooling8 retiring 0rom t!e labour 0orce. It i( !owever al(o due to t!e large increa(e in t!e "ro"ortion o0 "eo"le (ta)ing on at (c!ool a0ter t!e age o0 1 and continuing t!roug! t!e education ()(tem and t!e con(e7uent 0all in t!e "ro"ortion wit! no 7uali0ication(. '!e "ro"ortion o0 1. )ear old "u"il( gaining 0ive or more 13SE( at grade( ;M&3 =2L/ 2 e7uivalent> i( now .3.#C =2++3E2++4> com"ared to under 34..C in 1:$:E1::+. 4owever8 alt!oug! "ro"ortion( o0 t!e working "o"ulation wit! no 7uali0ication( are down8 recent re(earc! !a( (!own t!at overall8 nearl) !al0 =4#C> o0 all adult( aged 1 & . in England were cla((i0ied at Entr) level 3 or below in at lea(t one o0 literac) or numerac). '!i( i( t!e average (tandard eB"ected o0 : )ear old learner(. Onl) one in 0ive =1$C> o0 adult( ac!ieved 9evel 2 =13SE (tandard> or above in bot! literac) and numerac) 4. '!i( indicate( a continuing need 0or t!e ba(ic (kill( training o00ered b) t!e ESF Objective 3 O"erational Programme8 "articularl) under Polic) Field( 2 and 3. T*$3/#4 7%$ S.)004 *"& L/*$")"3 Progre(( toward( t!e *e"artment@( and 9earning and Skill( 3ouncil =9S3> target( 0or England 0or 2++ and 2++$ i( (!own in t!e table below. Progre(( !a( been made again(t t!ree o0 t!e 0our mea(ure( (ince autumn 1::: t!oug! t!ere !a( been a 0all in attainment b) )oung "eo"le in 2++4. ;c!ieving t!e 2++ and 2++$ target( will be toug! but ac!ievable becau(e o0 t!e major inve(tment in 14&1: re0orm(8 Education ,aintenance ;llowance( and ;""rentice(!i"(.

3 4

Source6 9abour Force Surve) ;utumn 2++4 Source6 '!e Skill( 0or 9i0e Surve)8 *0ES -e(earc! -e"ort 4:+ =Oct 2++3>

14

P$%3$/44 #%:*$&4 D7ES *"& LSC T*$3/#4 7%$ 4.)004 *"& L/*$")"3 8 1999-2004 (+/*4'$/& -, #2/ L*-%'$ F%$(/ S'$5/,) 19-,/*$-%0&4 *# 0/5/0 2 (1) 19-,/*$-%0&4 *# 0/5/0 3 A&'0#4 *# 0/5/0 2 A&'0#4 *# 0/5/0 3

A'#'+" 1999 A'#'+" 2000

75.2

50.0

67.9

46.3

75.6

51.4

68.9

47.4

A'#'+" 2001

75.0

50.6

69.3

48.1

A'#'+" 2002

75.2

51.6

70.5

48.9

A'#'+" 2003 A'#'+" 2004

76.6 74.4

51.8 51.4

71.2 71.7

49.9 50.8

N%#/; F)3'$/4 *$/ $%'"&/& *"& 6$/4/"#/& #% %"/ &/()+*0 60*(/! 1! T2/ 2)32/4# 0/5/0 %7 *##*)"+/"# 7%$ #2/ 19-21 ,/*$ %0& *3/ 3$%'6 )4 '4/& *4 * 6$%1, 7%$ *(2)/5/+/"# *# *3/ 19!

S.)00 T$/"&4 -ecent (urve)( con0irm t!at (kill level( are ri(ing t!roug!out t!e labour market. SiBt) two "ercent o0 0irm( in England believe t!at t!e (kill( needed b) t!eir average em"lo)ee( are increa(ing. . ;ll em"lo)er( interviewed in t!e Em"lo)er( Skill Surve) 2++2 (aid t!at at lea(t one occu"ation would 0ace c!anging (kill demand( to co"e wit! t!e introduction o0 new tec!nolog) and new working "ractice(. '!i( a00ected managerial8 "ro0e((ional or a((ociate "ro0e((ional occu"ation( mo(t. '!e mo(t common (kill area( identi0ied a( being im"ortant in t!e 0uture were communication8 "eo"le !andling8 team working and management (kill(. '!e F<ork Skill( in Britain 1:$ &2++1@ (urve) 0ound t!at t!e "ro"ortion o0
.

9earning and 'raining at <ork8 IFF -e(earc! 9td. 4illage A et al. =2++2> Employers Skill Survey 2002 2otting!am6 *e"artment 0or Education and Skill(

1.

worker( (a)ing t!at t!e) needed 7uali0ication( at a minimum o0 level 2 or above to get t!eir job !a( increa(ed 0rom .4C in 1:$ to 1.4C in 2++1 #. It al(o 0ound t!at t!ere !a( been a (igni0icant ri(e in em"lo)er(@ re7uirement( 0or 7uali0ication(8 notabl) t!e "ro"ortion o0 degree&level job( ro(e 0rom 1+C in 1:$ to 1#C in 2++1. Fewer job( !ave re7uired a training time o0 le(( t!an 3 mont!(8 C in 1:$ 0alling to 1C in 2++1. ;nd8 al(o indicating a ri(e in t!e com"leBit) o0 job(8 0ewer job( re7uire le(( t!an one mont! Fto learn to do well@8 2+ "ercent in 2++1 com"ared wit! 2# "ercent in 1:$ . '!e <ork Skill( in Britain (urve) 0ound t!at u"(killing =a( mea(ured b) broad mea(ure( (uc! a( 7uali0ication re7uirement(8 training time and learning time> wa( occurring t!roug!out all t)"e( o0 job( t!roug!out t!e occu"ational !ierarc!). Similarl) increa(e( in broad (kill mea(ure( were recorded 0airl) evenl) acro(( di00erent indu(trial (ector(. '!e(e include communication (kill(8 cognitive and "roblem&(olving (kill(8 management (kill( and I' and new tec!nolog) (kill(. '!e la(t two are "articularl) in demand6 t!e <ork Skill( in Britain (urve) (ugge(t( t!at ju(t under t!ree 7uarter( o0 "eo"le in em"lo)ment now make u(e o0 com"uteri(ed or automated e7ui"ment in t!eir job( com"ared to . "er cent in 1::2. It i( "rojected t!at between 2++2 and 2+128 growt! in total %? em"lo)ment will be 1.32 million$ In line wit! !i(torical trend(8 mo(t o0 t!i( growt! will be wit!in t!e (ervice (ector wit! continuing decline wit!in manu0acturing and t!e "rimar) (ector. Occu"ational data (!ow t!at 0or women mo(t o0 t!e growt! will be in a((ociate "ro0e((ional and tec!nical =$++8+++> and "er(onal (ervice occu"ation( =#++8+++> and t!e large(t decline will be in elementar) occu"ation( =#++8+++> and admini(trative8 clerical and (ecretarial occu"ation( =(lig!tl) under #++8+++ lo((e(>. For men mo(t o0 t!e growt! will be in a((ociate "ro0e((ional =3++8+++> and "ro0e((ional =2++8+++> job(. '!e large(t decline will be in cra0t and (killed trade( =.++8+++>. R/($')#+/"# &)77)('0#)/4 *"& 4.)004 42%$#*3/4 '!e 2ational Em"lo)er( Skill Surve) =2ESS> 2++38 covering England 0ound t!at around 1#C o0 e(tabli(!ment( re"orted vacancie( at t!e time o0 t!e (urve). '!i( re"re(ented about #:8 +++ vacancie( in t!e labour market. Au(t over !al0 o0 t!e(e vacancie( were de(cribed b) em"lo)er( a( !ard to 0ill J $C o0 em"lo)er( and a""roBimatel) 2#18+++ vacancie( in total. ;bout one !al0 o0 t!e(e !ard&to&0ill vacancie( were (kill related i.e. 4C o0 e(tabli(!ment( re"orted (kill (!ortage vacancie( w!ic! in total amounted to 13.8+++ vacancie(. '!e bigge(t "ro"ortion o0 (kill (!ortage vacancie( =1$C> wa( 0ound in (killed trade( occu"ation( t!oug! a((ociate "ro0e((ional occu"ation( al(o !ad a !ig! "ro"ortion =14C>. '!oug! (kill&(!ortage vacancie( were 0ound acro(( all (ector( t!e) were mo(t den(e =a( a "ro"ortion o0 em"lo)ment> in con(truction e(tabli(!ment(. '!e E7ual "rogramme in 1B i( 0ocu(ing in (ome o0 t!e(e
# $

Fel(ted8 ;.8 1allie8 *.8 and 1reen8 F. =2++2>8 <ork Skill( in Britain 1:$ &2++1 <il(on8 - et al =2++4> <orking Future( 2ational -e"ort 2++3 & +48 Sector Skill( *evelo"ment ;genc)

(ector(8 notabl) con(truction. 'ec!nical and "ractical (kill( ot!er t!an 1eneral I' u(er (kill( and I' "ro0e((ional (kill( were t!o(e mo(t commonl) re"orted b) e(tabli(!ment( a( accounting 0or t!e di00icult) o0 0illing a (kill&(!ortage vacanc)6 Fi0t) "ercent o0 all (kill (!ortage vacancie( needed t!e(e (kill(. 3ommunication( and cu(tomer !andling (kill( were t!e neBt mo(t commonl) cited =3$C and 3 C re("ectivel)> and team working (kill( were al(o cited in (ub(tantial number( =31 "ercent>. '!e 2++3 Em"lo)er( Skill Surve) revealed t!at onl) : "ercent o0 (kill (!ortage vacancie( in all (ector( needed I' "ro0e((ional (kill(. 2!15 A&*6#*-)0)#, *"& E"#$/6$/"/'$42)6 '!e labour market in England continue( to o00er a !ig!l) diver(e c!oice o0 em"lo)ment o""ortunitie(. ;lt!oug! mo(t "eo"le are in 0ull&time em"lo)ment8 0or eBam"le8 "eo"le in England tend to work a range o0 di00erent weekl) !our( and !ave di00erent working "attern(8 (uc! a( "art&time work8 (!i0t work8 evening and weekend working. '!i( c!oice i( im"ortant a( it enable( a wider range o0 "eo"le to 0ind work t!at (uit( t!eir individual need( and circum(tance(. S+*00 -'4)"/44/4 '!e SBS 4ou(e!old Surve) o0 Entre"reneur(!i" =2++3> indicated t!at around one in (iB o0 t!e adult "o"ulation in England =13C> are involved in bu(ine(( activit) =w!ic! include( "art&time and (econdar) income activitie(8 including t!e in0ormal econom)>. Small bu(ine((e( make u" ::C o0 BritainN( bu(ine(( communit) and im"roving t!eir bu(ine(( "er0ormance i( ke) to driving u" t!e %?N( "roductivit). <it!in t!e overall %? labour market (ituation8 t!e "o(ition on (el0&em"lo)ment and on bu(ine(( (tart&u"( and (tock( i( given below. '!e L;' regi(tered bu(ine(( (tock !a( increa(ed graduall) (ince 1::#. ; 0urt!er 2 million bu(ine((e( o"erate below t!e L;' t!re(!old or are L;'&eBem"t. It i( e(timated t!at around :C o0 all bu(ine((e( are majorit) led b) et!nic minoritie(8 and re(earc! (ugge(t( t!at about a t!ird o0 new entre"reneur( are women.

1#

VAT $/3)4#$*#)%"48 4+*00 -'4)"/44 4#%(. *"& 4/07-/+60%,+/"# (0004)8 199? #% 2004 /*$ S#*$#4 VAT R/3)4#$*#)%"4 199? 199@ 1999 2000 2001 2002 2003 2004 1$ 1$. 1#$ 1$+ 1 $ 1# 1:+ & S#%(. S#%(. S/07-/+60%,/& )" +*)" <%- ())) T%#*0 A)#2 /+60%,//4 :21 $:. $.4 $ # $ 3 $4+ $3# $.3 N% /+60%,//4 28.32 284.# 2841$ 283.+ 283#3 284.1 28 41 28#+:

VAT A00 4#%(. ()) /"#/$6$)4/4 ()) 18 4 18 $4 18#1: 18#44 18# $ 18#$3 18#:. 18$1+ 38 # 38 2# 38 4 38 :1 38#12 38# 4 38:$: &

384.4 383.2 382#2 3821# 3823. 382:1 384#$ 38. 2

S%'$(/4; VAT &*#* *"& *00 /"#/$6$)4/4 /4#)+*#/4 7$%+ #2/ S+*00 B'4)"/44 S/$5)(/ (SBS)8 S/07/+60%,+/"# &*#* 7$%+ #2/ ONS L*-%'$ F%$(/ S'$5/, (LFS)! N%#/4; ()) -'4)"/44/4 :)#2 0-49 /+60%,//4 *# 4#*$# %7 /*(2 (*0/"&*$ ,/*$ C ())) 46$)"3 4'$5/, (M*$(2-M*,)! (D*#* 7$%+ SBS *"*0,4)4 %7 #2/ L*-%'$ F%$(/ S'$5/, *"& +*, "%# *3$// :)#2 6'-0)42/& #%#*04)

2!1!6 A%+/" )" #2/ L*-%'$ M*$./# Overall8 women are le(( likel) to be in work t!an men but al(o le(( likel) to be unem"lo)ed. 4owever8 t!e labour market "er0ormance o0 women varie( con(iderabl) wit! bot! t!e "re(ence o0 c!ildren and t!e age o0 t!e )ounge(t c!ild. <omen in England wit! de"endent c!ildren =aged +&1$> !ave an em"lo)ment rate o0 4C =autumn 2++4> com"ared wit! an em"lo)ment rate o0 # C 0or women wit!out de"endent c!ildren and $3C 0or all men wit! de"endent c!ildren. <omen wit! ver) )oung de"endent c!ildren !ave t!e lowe(t em"lo)ment rate( J women wit! t!e )ounge(t de"endent c!ild aged +&4 !ave an em"lo)ment rate o0 .3C. 4owever8 a( t!e age o0 t!e )ounge(t c!ild increa(e(8 (o too doe( t!e mot!er@( em"lo)ment rate J women wit! a )ounge(t c!ild aged .&: !ave an em"lo)ment rate o0 #C8 w!il(t t!o(e wit! a )ounge(t c!ild aged 1+&1. !ave an em"lo)ment rate o0 #3C8 com"ared wit! women wit!out c!ildren8 w!o !ave an em"lo)ment rate o0 ##C. '!e "a) ga" between women and men currentl) (tand( at 14.4C8 w!en t!e median i( u(ed. <!en t!e mean i( u(ed8 t!e gender "a) ga" i( currentl) 1$.4C8 down 0rom 21.2C in 1::$. In 1::# 1 t!e mean gender "a) ga" wa( 1:.$C8 down 0rom 3+C in 1:#. w!en t!e E7ual Pa) ;ct came into 0orce. '!e 0ull&time gender "a) ga" currentl) (tand( at 14.4 "er cent u(ing t!e median and 1$.4 "er cent u(ing t!e mean. '!ere wa( a decrea(e in t!e 0ull& time gender "a) ga" o0 +.2 "er cent in 2++4 u(ing t!e median and 1 "er cent u(ing t!e mean.
1

'!ere i( di(continuit) between 1::# and 1::$ becau(e o0 t!e introduction8 b) t!e O00ice 0or 2ational Stati(tic(8 o0 a new met!odolog) (tarting 0rom 1::$. '!e 2ew Earning( Surve) wa( u(ed u" until 1::# and t!e ;nnual Surve) o0 4our( and Earning( (tart( 0rom 1::$.

1$

'!e "art&time gender "a) ga" i( ba(ed on t!e !ourl) wage o0 men working 0ull&time and women working "art&time8 w!ic! i( de0ined a( being le(( t!an 3+ !our( a week. '!e "art&time gender "a) ga" 0or 2++4 (tand( at 4+.3 "er cent8 a( mea(ured b) t!e mean & down 0rom 42.. "er cent in 2++3. '!e "art& time gender "a) ga" in 2++4 wa( 4+.+ "er cent u(ing t!e median J down 0rom 4+.: "er cent in 2++3.

2!2

P%0)(, D/5/0%6+/"#4

1:

2!2!1 O5/$5)/: Since 1::#8 t!e 1overnment !a( delivered macroeconomic (tabilit)8 inve(ted in active labour market "olicie(8 develo"ed taB and bene0it re0orm( to en(ure work "a)(8 inve(ted in (kill( and delivered a 0leBible labour market. For mo(t "eo"le8 work i( t!e be(t wa) to ac!ieve economic inde"endence8 "ro("erit) and "er(onal 0ul0ilment. Em"lo)ment o""ortunit) 0or all i( a "recondition 0or a 0air (ociet)G (ocial ju(tice and 0ull em"lo)ment go !and in !and. 1etting "eo"le into work reduce( t!e ri(k t!at t!eir c!ildren live in "overt) t!roug! rai(ing income( and a("iration(8 w!ile !aving a (trong work !i(tor) i( t!e be(t wa) to en(ure (ecurit) in retirement. '!i( (ection "rovide( an u"date on major develo"ment( in 2++4 in "olic) area( t!at are (u""orted b) ESF Objective 3. : It "rovide( (ome eBam"le( o0 ESF (u""ort 0or national "rogramme(. 4owever8 in mo(t ca(e( ESF 0unding i( allocated at regional and local level( and t!e amount o0 ESF (u""ort 0or "articular national "rogramme( will var) de"ending on t!e need( o0 local area(. 2!2!2 A(#)5/ L*-%'$ M*$./# P%0)(,

'!e 1overnment i( determined to tackle "overt) b) tackling t!e cau(e( o0 "overt) and (ocial eBclu(ion8 not ju(t t!e ()m"tom(. E00ective labour market "olic)8 b) boo(ting bot! out"ut and em"lo)ment8 !el"( en(ure t!at t!e gain( o0 economic growt! are widel) 0elt. 9abour market "olicie( w!ic! balance rig!t( and re("on(ibilitie(8 (uc! a( t!e 2ew *eal and t!e Aob(eeker@( ;llowance regime8 !ave enabled t!e labour market to 0unction better and are likel) to !ave increa(ed it( 0leBibilit). 1overnment *e"artment( are working toget!er to 0ocu( on t!e mo(t di(advantaged unem"lo)ed or inactive cu(tomer(. '!e 1overnment@( a""roac! i( to encourage "eo"le to look 0or work and to "rovide a""ro"riate and nece((ar) (u""ort. '!e *e"artment o0 <ork and Pen(ion@( Five Hear Strateg) Opportunity and security throughout life =3m 44# Februar) 2++.>1+8 em"!a(i(e( t!e im"ortance o0 (u""orting "eo"le o0 all age(. For mo(t "eo"le work i( t!e be(t wa) to ac!ieve economic inde"endence and "er(onal 0ul0ilment. 1etting "eo"le into work reduce( t!e ri(k t!at t!eir c!ildren live in "overt) t!roug! rai(ing income( and a("iration(8 w!il(t !aving a (trong work !i(tor) i( t!e be(t wa) to en(ure (ecurit) in retirement. J%-(/"#$/ P0'4 '!e introduction o0 Aobcentre Plu(8 bringing toget!er bene0it advice and active labour market (u""ort into a (ingle modern (ervice8 "rovide( a work&0ocu(ed (ervice 0or ever)one o0 working age claiming bene0itG !el"ing t!em to 0ind
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'!e "olicie( w!ic! under"in t!e %? (trateg) are (et out in detail in t!e 1reat Britain Objective 3 3ommunit) Su""ort Framework8 t!e England O"erational Programme and t!e annual %? 2ational ;ction Plan( 0or Em"lo)ment. '!e Em"lo)ment 1uideline( are (ummari(ed at ;nneB B.
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job(8 "a)ing bene0it( to t!o(e unable to 0ind work a( well a( !el"ing em"lo)er( 0ill t!eir vacancie(. ,o(t new client( in Aobcentre Plu( o00ice( are re7uired to attend a "er(onal advi(er interview to di(cu(( t!e available work o""ortunitie(. Per(onal advi(er( "rovide "eo"le wit! in0ormation and advice on job(8 training8 bene0it( and ot!er !el" t!e) mig!t need to move into work8 0or eBam"le8 !el" wit! ba(ic (kill(8 c!ildcare and !ealt!care. ;dvice i( tailored to t!e individual need( o0 t!e "eo"le u(ing t!e (ervice. 3lient( receive ongoing (u""ort o0 t!i( kind t!roug!out t!eir claim. Aobcentre Plu( al(o work( clo(el) wit! local em"lo)er( to en(ure a greater under(tanding o0 t!eir recruitment need( and to matc! local job(eeker( wit! t!e rig!t job(. 3o&0inanced ESF activit) i( now embedded wit!in t!e (trategic and o"erational t!inking o0 Aobcentre Plu( and t!i( !a( re(ulted in "rovi(ion becoming increa(ingl) 0ocu(ed on t!o(e w!o need t!e mo(t !el" to get and retain job( wit!in our (ociet). '!e ver) long&term unem"lo)ed8 "eo"le claiming inca"acit) bene0it( =including t!e di(abled>8 lone "arent(8 "eo"le wit! low level (kill(8 t!e !omele((8 "ri(oner( and "eo"le recovering 0rom alco!ol and drug addiction( make u" t!e va(t majorit) o0 t!e .+8+++ "eo"le w!o !ave been (u""orted during t!e 0ir(t 21 mont!( o0 Aobcentre Plu( ESF "rogramming. Aobcentre Plu( i( committed to ("end over P2++ million o0 ESF. 'o date around 1+8+++ "eo"le =31C> w!o !ave le0t t!i( "rovi(ion !ave entered work in addition to t!e bene0it( in term( o0 increa(ed con0idence8 and in (ome ca(e(8 7uali0ication( gained t!roug! t!i( "rogramme (u""ort. '!e(e re(ult( !ave been ac!ieved b) delivering "rovi(ion t!roug! a miB o0 "rivate8 "ublic and voluntar) (ector "rovider(. '!e engagement o0 t!e voluntar) (ector !a( "rovided eB"erti(e and local knowledge "articularl) in t!e inner citie(. N/: D/*04 2ew *eal 0or Houng Peo"le initiative( !ave (ub(tantiall) !el"ed move )oung men and women into work. 11 2ew *eal 0or "eo"le aged 2. and over increa(ed earl) entr) into work 0or di00erent client grou"( J an e00ective "olic) w!ere more earl) entrant( went into (u(tained job( 12. In 2++4 t!e 1overnment en!anced 2ew *eal b) removing t!e di00erence( between eBi(ting 2ew *eal "rogramme(G introducing modular "rovi(ion8 (o enabling greater tailoring o0 (u""ort to individual need8 building on eBi(ting ("eciali(t (u""ort8 and devolving more "ower to Aobcentre Plu( di(trict manager( and "er(onal advi(er(. '!i( a""roac! wa( outlined in Building on New Deal: ocal solutions meeting individual needs =Aune 2++4>13 and will be te(ted in "rotot)"e area(.

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'!e 2ew *eal 0or Houng Peo"le6 Earl) Finding( 0rom t!e Pat!0inder ;rea(8 Bob ;nderton8 -ebecca -ile) and 1arr) Houng =2ational In(titute o0 Economic and Social -e(earc!>2++3. 12 11 2ew *eal 0or "eo"le aged 2. and over6 ; S)nt!e(i( -e"ort8 *avid <ilkin(on8 Polic) Studie( In(titute8 Aune 2++3.
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2!2!3 E9'*0 O66%$#'")#)/4 7%$ A00 *"& P$%+%#)"3 S%()*0 I"(0'4)%" '!e 1overnment@( a""roac! i( to encourage "eo"le to look 0or work and to "rovide a""ro"riate and nece((ar) (u""ort. *i00erent individual( 0ace di00erent barrier( to labour market "artici"ation8 and !el" mu(t be tailored to t!eir ("eci0ic need(. '!roug! Aobcentre Plu( 3o&0inancing8 ESF i( adding value to t!e 1overnment@( a""roac! b) 0unding additional and en!anced (u""ort 0or "eo"le w!o are 0urt!e(t 0rom t!e labour market. S'66%$# 7%$ L%"/ P*$/"#4 '!e %? !a( one o0 t!e (tronge(t labour market( in t!e world8 and (ucce(( in increa(ing t!e lone "arent em"lo)ment rate !a( been ac!ieved t!roug! a combination o0 macro&economic (tabilit)8 labour market 0leBibilit) and building on t!i( t!e develo"ment o0 a com"re!en(ive "ackage o0 mea(ure( to (u""ort lone "arent( into em"lo)ment. '!e(e include t!e introduction o0 t!e 2ew *eal 0or 9one Parent(8 work&0ocu(ed interview( to en(ure lone "arent( know o0 t!e !el" available to t!em8 inve(tment in c!ildcare to make work "o((ible and in 'aB 3redit( to make work "a). ;( a re(ult8 t!e lone "arent em"lo)ment rate !a( increa(ed b) 4+ "er cent (ince 1::#8 and 0or t!e 0ir(t time ever8 more t!an .+ "er cent o0 lone "arent( are in work. S'66%$# 7%$ 6/%60/ :)#2 2/*0#2 (%"&)#)%"4 *"& &)4*-)0)#)/4 9arge number( o0 "eo"le wit! !ealt! condition( and di(abilitie( w!o are wit!out work would like to be in a job8 but too o0ten t!e) are eBcluded 0rom t!e labour market. -e0orm( to "rovide muc! greater (u""ort are being develo"ed in t!e (even !athways to "ork "ilot area(. '!e ke) 0eature( o0 t!e new ()(tem being "iloted are6 more (killed advi(er (u""ort and !el" to return to work combined wit! action "lanning during t!e earl) (tage( o0 a claim w!en a return to work i( a muc! more reali(tic "o((ibilit)G ea(ier acce(( to t!e eBi(ting range o0 ("eciali(t em"lo)ment "rogramme( and t!e new work&0ocu(ed re!abilitation "rogramme(8 o00ered jointl) b) Aobcentre Plu( and local 24S "rovider( aimed at addre((ing t!e need( o0 t!e t!ree mo(t common grou"(8 including t!o(e wit! mental !ealt! i((ue(G radicall) im"roved 0inancial incentive( 0or inca"acit) bene0it( reci"ient( bot! to (eek work and to move into (ome 0orm o0 em"lo)ment8 including6 a (im"le -eturn to <ork credit 0or t!o(e earning le(( t!an P1.8+++ a )ear =P4+ a week 0or .2 week(>G and8 more vi(ibl)8 advi(er( will be able to make (mall di(cretionar) award( o0 u" to P3++ to client( 0or clot!e( or e7ui"ment t!at could !el" im"rove t!eir c!ance( o0 getting a jobG earl)8 tailored (u""ort 0or t!o(e !aving to move o00 inca"acit) bene0it( onto AS;G active engagement o0 ot!er ke) (take!older( to c!ange attitude( to encouraging return( to work & "articularl) em"lo)er( and 1P(.

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'!e) (!ow ver) encouraging earl) re(ult(8 wit! man) more "eo"le on inca"acit) bene0it( recorded a( entering work. 4el"ing "eo"le wit! di(abilitie( and !ealt! condition( enter work i( a ke) "riorit) 0or t!e remainder o0 t!e England Objective 3 "rogramme. ESF will add value to relevant element( o0 t!e 1overnment@( (trategie( t!roug! bot! 3o& 0inancing and central 0unding =(ee (ection 3. >. S'66%$# 7%$ %0&/$ :%$./$4 Peo"le are living longer8 !ealt!ier live( and ma) want to work longer. '!e 1overnment i( "roviding c!oice( to "eo"le8 rat!er t!an com"elling t!em to work longer. '!e 1overnment will6 (eek to increa(e em"lo)ment rate( 0or t!e over .+(8 a((i(ted b) new !el" 0or t!o(e claiming Inca"acit) Bene0it w!ic! will (u""ort inactive older "eo"le returning to workG work wit! em"lo)er( to tackle di(crimination again(t older "eo"le in t!e work"lace8 and "romote t!e bene0it( o0 age diver(it)G !el" carer( to remain in work and return to work w!en t!eir caring re("on(ibilitie( !ave endedG (u""ort older "eo"le to make in0ormed deci(ion( 0or t!em(elve( about work8 (aving and retirementG

S'66%$# 7%$ /#2")( +)"%$)#)/4 '!e 1overnment !a( develo"ed a cro((&government (trateg) t!roug! t!e Et!nic ,inorit) Em"lo)ment 'a(k Force to tackle t!e main 0actor( in et!nic minorit) em"lo)ment di(advantage(8 including6 0ocu(ing re(ource( in area( o0 !ig! unem"lo)ment wit! !ig!er number( o0 et!nic minoritie(G et!nic ,inorit) Outreac! will work wit! "rovider( 0rom t!e "rivate and voluntar) (ector8 w!o can o00er (u""ort tailored to t!e need( o0 t!e communit) t!e) (erve Aobcentre Plu( will u(e ("eciali(t em"lo)ment advi(er( to tackle em"lo)er di(crimination and "romote recruitment o0 et!nic minoritie(G t!e Fair 3itie( initiative to develo" local (trategie( to tackle et!nic minorit) workle((ne((. =Pro"o(al( are being develo"ed to u(e ESF central 0unding =(ee (ection 3. > to (u""ort t!e Fair 3itie( initiative>.

'!e Et!nic ,inorit) FleBible Fund =E,FF> came on (tream in ;"ril 2++4 and allow( Aobcentre Plu( *i(trict ,anager( to u(e t!eir local knowledge to im"lement idea( t!at re(olve (ome o0 t!e local i((ue( "reventing et!nic minoritie( 0rom entering em"lo)ment. S'66%$# 7%$ 6/%60/ )" &)4*&5*"#*3/& *$/*4 ,an) "eo"le in de"rived area( 0ace multi"le di(advantage( in t!e labour

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market. 2ational "rogramme( !ave been de(igned to better meet t!eir need(8 (u""lemented b) area&("eci0ic initiative( like Em"lo)ment Qone(8 ;ction 'eam( 0or Aob( and t!e <orking 2eig!bour!ood( Pilot( t!at are develo"ing new a""roac!e( to reac! and !el" local re(ident( w!o are not in work. S'66%$# 7%$ 6/%60/ :)#2 0%: 4.)004 #% /"#/$ #2/ 0*-%'$ +*$./# '!e 2ew *eal 0or Skill( wa( announced in ;"ril 2++4 0eaturing a "ackage o0 mea(ure( to !el" "eo"le move 0rom wel0are into (u(tainable8 "roductive work and !el" adult( in em"lo)ment "rogre(( 0rom low to !ig!er (killed work. '!e "ackage include(6 a learning allowance & allowing bene0it claimant( currentl) on Aob(eeker@( ;llowance8 Income Su""ort and Inca"acit) Bene0it to take u" 0ree8 0ull time training wit! an additional P1+ to cover t!e eBtra co(t( o0 learningG Skill( 3oac!ing (ervice & "roviding one&to&one tailored (u""ort to !el" adult( develo" em"lo)ment related learning goal( and to "artici"ate (ucce((0ull) in learning to im"rove t!eir c!ance( o0 (u(tained em"lo)mentG and Skill( Pa(("ort( & to be introduced along(ide (kill( coac!e( a( a ba(i( 0or an agreed action "lan 0or individual@( develo"ment o0 (kill(. ; range o0 "a(("ort( will be aligned to (ector(.

S'66%$# 7%$ /1-%77/"&/$4 '!e 1overnment recogni(e( t!at eB&o00ender( 0ace (igni0icant labour market di(advantage and o00er( a""ro"riate !el" t!roug! 2ew *eal(8 "articularl)8 w!ic! eB&"ri(oner( can acce(( immediatel) wit!out !aving to !ave been unem"lo)ed 0or (iB or 12 mont!(. '!o(e w!o !ave a criminal record but !ave not (erved a cu(todial (entence can !ave acce(( to t!e(e "rogramme( earl) (ubject to Aobcentre Plu( advi(er di(cretion. Since eB&"ri(oner( are le(( likel) to re&o00end on relea(e i0 t!e) !ave a job and a !ou(e to go to8 1overnment *e"artment( are working toget!er to en(ure t!at a""ro"riate (u""ort i( given to "eo"le on relea(e 0rom "ri(on to !el" t!em move 7uickl) into (ettled work. '!e Pri(on Service Plu( 2 ESF "roject( are 0unded centrall) b) t!e *e"artment o0 <ork and Pen(ion(. '!e(e "roject( are working wit! o00ender(8 a ke) ESF target grou"8 and aim to remove multi"le barrier( to labour market entr) 0acing di(advantaged male o00ender(. Partici"ant( are "rovided wit! tailored intervention8 "rior to and a0ter relea(e. 2!2!4 L)7/0%"3 L/*$")"3

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'!e 1overnment "ubli(!ed t!e 14&1: Education and Skill( <!ite Pa"er in Februar) 2++.. '!e <!ite Pa"er (et( out "ro"o(al(8 w!ic! build on t!e (trengt!( o0 t!e eBi(ting education ()(tem8 de(igned to en(ure t!at ever) )oung "er(on ma(ter( 0unctional Engli(! and mat!( be0ore t!e) leave education. '!e re0orm( "lace renewed em"!a(i( on t!e ba(ic( t!roug!out t!e (econdar) "!a(e8 "utting ac!ievement in Engli(! and mat!( at t!e !eart o0 new general =13SE> *i"loma( and ("eciali(ed *i"loma(. T2/ S.)004 S#$*#/3, '!e Skill( Strateg) <!ite Pa"er 21(t 3entur) Skill(6 -eali(ing our Potential wa( "ubli(!ed in Aul) 2++3. It (et( out t!e 1overnment@( "rogramme to tackle t!e (kill( ga" between t!e %? and it( main economic com"etitor(. It commit( t!e 1overnment and it( ke) "artner( to a radical (trateg) o0 demand&led "rovi(ion o0 (kill(8 recogni(ed b) re0ormed 7uali0ication(8 (teered b) t!e need( o0 em"lo)er( a( eB"re((ed t!roug! a new Skill( 0or Bu(ine(( 2etwork and given a (!ar" regional 0ocu( t!roug! new -egional Skill( Partner(!i"(. '!e w!ole (trateg) i( over(een at a national level b) t!e Skill( ;lliance. '!e Skill( Strateg) al(o look( be)ond t!e economic bene0it( o0 moving %? individual( and em"lo)er( u" t!e (kill( ladder8 and encom"a((e( t!e (ocial bene0it( accruing 0rom increa(ed (kill level(8 "articularl) Skill( 0or 9i0e =;dult Ba(ic Skill(> and (kill( 0or em"lo)abilit). '!e 1overnment "ubli(!ed a 0urt!er Skill( <!ite Pa"er in ,arc! 2++. & Skills: #etting on in $usiness% #etting on at work& '!i( <!ite Pa"er build( on t!e "rinci"le( o0 t!e 0ir(t Skill( Strateg) <!ite Pa"er to6 rai(e8 and meet8 t!e demand 0or (kill( 0rom em"lo)er(. rai(e8 and meet8 t!e demand 0or (kill( 0rom individual(. making 7uali0ication( more 0leBible and relevant building on Succe(( 0or ;ll create a "artner(!i" to work toget!er under a national Skill( ;lliance.

S.)004 7%$ L)7/ Skill( 0or 9i0e cater( 0or t!e literac)8 language =Engli(! 0or S"eaker( o0 Ot!er 9anguage( & ESO9> and numerac) need( o0 all "o(t&1 learner(8 including t!o(e wit! learning di00icultie( or di(abilitie(8 0rom "re&entr) level u" to and including level 2. ESF i( (u""orting Skill( 0or 9i0e t!roug! bot! 3o&0inancing and central "roject(. '!e (trateg) !a( 0our main t!eme(6

boo(ting demand 0or learning t!roug! e00ective "romotion and engaging 1overnment agencie( and em"lo)er( to identi0) and addre(( t!e literac)8 language and numerac) need( o0 t!eir client( and em"lo)ee( increa(ing t!e ca"acit) o0 "rovi(ion b) (ecuring (u00icient 0unding and co&ordinating "lanning and deliver) to meet learner(N need(

2.

im"roving t!e 7ualit) o0 teac!ing in literac)8 numerac) and language "rovi(ion t!roug! t!e national teac!ing8 learning and a((e((ment in0ra(tructure increa(ing learner ac!ievement and t!e number o0 adult( (ucceeding in national 7uali0ication( and reducing barrier( to learning

'!e R1et OnR cam"aign8 wit! ESF (u""ort8 continue( to encourage adult( to overcome t!eir 0ear( and Rget rid o0 t!eir 1remlin(R. ;lmo(t 3++8+++ adult( !ave "!oned t!e learndirect !el"line 0or in0ormation about literac)8 language and numerac) "rogramme(. -ecent (urve)( !ave (ugge(ted t!at t!e 1remlin( cam"aign now !a( a :1 "er cent recognition rate among t!e general "ublic. '!e 0ourt! )ear o0 t!e 1et On cam"aign began in ;ugu(t 2++4 and adverti(ement( are running t!roug! to ,arc! 2++.8 attracting u" to 2$+ call( to 9earndirect "er da). Su""orting media coverage !a( been (u(tained during t!i( "eriod. '!e cam"aign aim( to (trengt!en and encourage take u" o0 national 7uali0ication(8 "articularl) "romoting numerac) in lig!t o0 t!e 0inding( o0 t!e Skill( 0or 9i0e Surve) ="ubli(!ed October 2++3>. =/, S.)004 '!e ?e) Skill( Su""ort Programme =?SSP> continue( to deliver training and (u""ort to ke) (kill( "ractitioner( in (c!ool( and college( t!roug! t!e 9S*; and in t!e work&ba(ed route t!roug! 9earning 0or <ork. '!e main 0ocu( in 2++4&+. wa( to "romote and (u""ort be(t "ractice and to target (u""ort more ("eci0icall) at individual in(titution( t!roug! t!e develo"ment o0 regional network(. '!e "rogramme continued to deliver a range o0 training event( and cour(e(8 and "roduce and di((eminate material(. In 2++4&+. ESF "rovided P2.+# million o0 t!e P4. million ?SSP budget. Previou(l) t!e ESF !a( contributed a total o0 P#.3 million toward t!e ?SSP 0rom ;"ril 2++1 to ,arc! 2++4. U7)D0/*$"&)$/(# %0i i( t!e 1overnment@( vi(ion o0 a F%niver(it) 0or Indu(tr)@. It aim( to work wit! "artner( to boo(t "eo"le@( em"lo)abilit)8 and organi(ation(@ "roductivit) and e00ectivene((. %0i@( learning (ervice( are delivered t!roug! t!e learndirect network8 w!ic! currentl) number( more t!an 28+++ centre(8 grou"ed into F4ub(@. '!e(e o00er over #++ cour(e(8 covering a variet) o0 area( including I' (kill(G bu(ine(( and tec!nical (kill( and t!e ba(ic( o0 reading8 writing and number(. L/*$")"3 *"& S.)004 C%'"()0 '!e 9earning and Skill( 3ouncil =9S3> wa( e(tabli(!ed under t!e 9earning and Skill( ;ct 2+++ to re"lace t!e Furt!er Education Funding 3ouncil and t!e #2 'raining and Enter"ri(e 3ouncil(. It i( re("on(ible 0or "lanning and 0unding "o(t&1 learning =u" to but not including 4ig!er Education> in England. '!i( include( Furt!er Education8 work&ba(ed training 0or )oung "eo"le8 and

adult and communit) learning. '!e 9S3 i( a unitar) bod) wit! 4# local arm(8 known a( local 9earning and Skill( 3ouncil(. ESF i( u(ed b) t!e 9S3 to (u""ort t!e deliver) o0 1overnment and t!e 9S3 "rioritie(. '!roug! t!e new co&0inancing arrangement(8 t!e 9S3 i( able to demon(trate t!e (ub(tantial added value t!at t!e (trategic u(e o0 ESF can contribute to t!e ac!ievement o0 t!e 9S3 and 1overnment target(. '!ere0ore eac! local 9S3 tailor( it( ESF 3o&0inancing Plan to contribute not onl) to t!e aim( and objective( o0 t!e Objective 3 ESF "rogramme8 and t!e -egional *evelo"ment Plan8 but al(o en(ure( t!at it add( value to it( own local "lan w!ic! "ut( national government "olic) into action locall). In t!i( wa)8 t!e 9S3 can maBimi(e t!e bene0it to an area b) u(ing ESF to add value w!ere it can make a real di00erence J to t!e (trategic need( and "rioritie( o0 t!e area8 and ultimatel) to t!e learner( w!o would not ot!erwi(e !ave t!e (ame acce(( to o""ortunitie(. In "articular8 ESF contribute( to6 rai(ing "artici"ation in education and training o0 !arder to reac! and "riorit) grou"( rai(ing (kill( level( to enable individual( to (ucceed in t!e current labour market creating a !ig!l) (killed "roductive work0orce. '!roug! t!e u(e o0 ESF co&0inancing 0und( (ince 2++18 t!e 9S3 !a(6 (u""orted an additional 2++8+++ learner( eac! )ear (u""orted t!e ac!ievement o0 1++8+++ 7uali0ication( eac! )ear8 o0 w!ic! .+8+++ were ba(ic (kill( 7uali0ication( and .+8+++ were level 2 and level 3 7uali0ication( M =M'!e(e 0igure( relate to eBtra"olation ba(ed on 3o&0inancing Plan( and actual activit) in 2++2E2++3 academic )ear>. 9ocal 9S3( !ave maBimi(ed t!e u(e o0 ESF to increa(e t!e number( o0 "eo"le in training leading to 9evel 2 7uali0ication(8 and to 0und more inten(ive intervention( to (u""ort t!e "artici"ation o0 individual( w!o 0ace "articular barrier( to learning. ,ore generall)8 wit! regard to "rovi(ion below level 28 ESF i( largel) being targeted at learner( wit! com"leB "er(onal and (ocial need(8 learner( wit! learning di00icultie( and di(abilitie(8 t!o(e at ri(k o0 eBclu(ion. ESF 0unding i( al(o u(ed to 0und large number( o0 learner( on (!ort "art&time "rogramme(. A66$/"#)(/42)64 ;""rentice(!i"( are a work&ba(ed learning "rogramme. '!e majorit) o0 learner( are in em"lo)ment w!ile t!e) learn. ')"icall) an a""rentice will ("end mo(t o0 t!eir week at work learning on t!e job wit! one or two da)( a week at college or wit! a training "rovider to ac7uire under"inning t!eoretical knowledge. Eac! ;""rentice(!i" 0ramework include( a 2ational Locational /uali0ication at 9evel 2 or 9evel 38 ke) (kill(8 a tec!nical certi0icate =to en(ure

2#

in&de"t! ("eciali(ed knowledge> or ot!er 7uali0ication( or re7uirement( ("eci0ic to t!e "articular 0ramework =e.g. !ealt! and (a0et) training>. ESF !a( (u""orted t!e a""rentice(!i" "rogramme8 at bot! 9evel( 2 and 38 b) "roviding additional (u""ort co(t( 0or 0ee(8 c!ildcare8 travel etc8 or ot!er motivational and ba(ic (kill( (u""ort8 a( well a( "roviding (u""ort 0or learner( not 0unded t!roug! main(tream "rogramme(8 0or eBam"le t!o(e out(ide t!e eligible age range 0or attracting 1overnment 0unding. E"#$, #% E+60%,+/"# (E2E) E2E i( an entr) to 9evel 1 "rogramme on t!e work&ba(ed learning route8 intended to (u""ort )oung "eo"le in working toward( level 28 (uc! a( a""rentice(!i"8 em"lo)ment wit! training or 0ull&time 0urt!er education( "rogramme(. ESF !a( (u""orted t!e deliver) o0 t!e E2E "rogramme. 9S3( !ave acce((ed ESF 0unding to meet t!e eBtra co(t( o0 t!e "rogramme8 due to over demand 0rom t!e 2ot in Education8 Em"lo)ment or 'raining =2EE'> grou" o0 )oung "eo"le8 to !el" t!em to "rogre(( to "o(itive outcome(. A+-)#)%" '!e ;mbition initiative( aim to !el" unem"lo)ed and di(advantaged "eo"le gain t!e rig!t (kill( to meet t!e need( o0 em"lo)er( in ke) (ector(. Em"lo)er( are clo(el) involved in t!e develo"ment and de(ign o0 t!e training to en(ure it( 7ualit). '!e (ector( targeted are t!o(e w!ere t!ere are (kill (!ortage(8 to en(ure t!e availabilit) o0 well "aid em"lo)ment wit! o""ortunitie( to "rogre((. ;mbition i( t)"icall) o"en to 2ew *eal client grou"( and to t!o(e w!o !ave been in recei"t o0 a working age bene0it 0or 12 mont!( or more. Initiative( are currentl) running in t!e retail8 con(truction8 energ)8 I' and !ealt!. I"7%$+*#)%" C%++'")(*#)%" T/(2"%0%3, (ICT) 4.)004 %? online centre( "rovide introductor) I3' (kill( training 0or adult( 0rom di(advantaged grou"( and communitie(. '!e centre( "rovide 0ree or low co(t acce(( to t!e Internet and email8 and deliver online cour(e( to !el" and encourage learner( to "rogre(( on to 0urt!er learning o""ortunitie(. From ;"ril 2++38 %0iElearndirect took on t!e admini(tration and develo"ment o0 38+++ =non librar)> %? online centre(. %0i !ave been c!arged wit! im"roving t!e co!erence between %? online centre(8 learndirect centre( and t!e wider "o(t&1 I3' network( (o t!at t!e) can more ea(il) eBc!ange knowledge and good "ractice and (!are re(ource(. %0i are al(o working wit! centre( on (u(tainabilit) i((ue(. B) de(ignating I3' a( t!e t!ird e((ential Skill 0or 9i0e t!e 1overnment !a( made a commitment to en(uring t!at all I3' learning and 7uali0ication( are "art o0 a co!erent8 !ig! 7ualit) 0ramework and are delivered b) teac!er( or learner (u""ort (ta00 w!o are a""ro"riatel) trained and 7uali0ied. 2!2!5 A&*6#*-)0)#, *"& E"#$/6$/"/'$42)6

2$

'!e %? 1overnment value( all 0orm( o0 em"lo)ment and !a( created a 0ramework to allow (ector( to 0louri(! wit!out 0avouring growt! in one (ector over anot!er. 4owever8 it i( keen to 0o(ter entre"reneur(!i" and (mall bu(ine((e(. ; wide range o0 bu(ine(( (u""ort initiative( !a( been 0o(tered8 re("onding to local need(. '!i( (ection "rovide( an u"date on "olicie( to (u""ort bu(ine((8 and on regional and local action 0or em"lo)ment. S/(#%$ S.)004 C%'"()04 Sector Skill( 3ouncil( =SS3(> !ave been (et u" to be in0luential em"lo)er bodie(. SS3( are eB"ert( on t!eir (ector( and under(tand t!e ke) driver( in0luencing (ector develo"ment and t!e im"lication( 0or t!e demand8 (u""l) and u(e o0 (kill(. <orking wit! em"lo)er(8 trade union(8 government8 and ot!er "artner( to deliver ke) (kill( and "roductivit) "rioritie(8 and licen(ed b) 1overnment8 t!e) will lead t!e drive to (igni0icantl) im"rove (kill( and "roductivit) in indu(tr) and bu(ine(( (ector( acro(( t!e %?. SS3( !ave 0our ke) goal( to deliver acro(( t!e %?6 a reduction o0 (kill( ga"( and (!ortage( and antici"ation o0 0uture need(G an im"rovement in "roductivit)8 bu(ine(( and "ublic (ervice( "er0ormance t!roug! ("eci0ic (trategic and targeted (kill( and "roductivit) actionG increa(ed o""ortunitie( to develo" and im"rove t!e "roductivit) o0 ever)one in t!e (ector@( work0orce8 including action to addre(( e7ualit) and (u""ort inward inve(tmentG an im"rovement in t!e 7ualit) and relevance o0 "ublic learning (u""l)8 including t!e develo"ment o0 a""rentice(!i"(8 !ig!er education and o0 national occu"ational (tandard(.

T2/ S/(#%$ S.)004 D/5/0%6+/"# A3/"(, (SSDA) '!e role o0 t!e SS*; i( to under"in and develo" SS3( b) 0unding8 (u""orting and monitoring t!e "er0ormance o0 SS3( acro(( t!e %?. It al(o "rovide( a web(ite "ortal 0or "ublic bodie( and individual( to acce(( !ig! 7ualit) (ectoral labour market intelligence acro(( t!e %?. '!e Skill( 0or Bu(ine(( network com"ri(e( t!e SS*; and SS3(. E+60%,/$ T$*)")"3 P)0%#4 Em"lo)er 'raining Pilot( =E'P> were introduced in Se"tember 2++2 to encourage em"lo)er( to inve(t in (kill( and 7uali0ication(8 "articularl) 0or low (killed trainee(. Bot! em"lo)er( and learner( !ave eB"re((ed !ig! level( o0 (ati(0action. Over two t!ird( o0 t!e em"lo)er( are (mall =em"lo) 1&4: em"lo)ee(>. Em"lo)er( are attracted to E'P mainl) b) t!e 0ree or !eavil)

2:

(ub(idi(ed 0leBibl) delivered training8 and t!e (ervice( o0 t!e inde"endent broker to !el" t!em identi0) t!e mo(t (uitable training and (ource it. For man) em"lo)er( t!e wage com"en(ation element i( not a( im"ortant8 alt!oug! in (ome circum(tance( it can8 0or eBam"le8 !el" win (enior management a""roval in large com"anie(8 or to "a) 0or (ta00 to do learning in t!eir own time in (mall 0irm(. 9earner( are attracted b) t!e o""ortunit) to obtain (kill( to do t!eir job better8 and to gain a 7uali0ication. '!e) tend to be 0emale8 aged between 2 and 4.8 in 0ull&time low&(killed8 low "aid job(. '!e majorit) are working toward( an 2L/ level 2 =or e7uivalent>. '!e majorit) o0 local 9S3( involved in Em"lo)er 'raining Pilot( =E'P(> u(e t!i( activit) a( matc! 0unding 0or co&0inancing "roject(. Some o0 t!em are al(o u(ing ESF to com"lement and add value to E'P(8 0or eBam"le8 to eBtend t!e E'P model to learner( and com"anie( w!ic! are ineligible 0or E'P (u""ort8 (uc! a( )oung "eo"le aged 1 &1$ and adult( working in local "riorit) (ector( wit!out 9evel 3 7uali0ication(. '!ere are al(o eBam"le( o0 w!ere ESF !a( been u(ed to eBtend E'P( to 7uali0ication( at level 3 and above R/3)%"*0 *"& 0%(*0 *(#)%" 7%$ /+60%,+/"# '!e 1overnment@( 2ational Strateg) 0or 2eig!bour!ood -enewal !a( t!e objective o0 en(uring t!at wit!in 1+ to 2+ )ear( no&one (!ould be (igni0icantl) di(advantaged b) w!ere t!e) live. '!e 1overnment "rovide( targeted a((i(tance 0or area( w!ere workle((ne(( i( 0ar more common and "eo"le 0ace multi"le barrier( to work in t!e 3+ local aut!orit) di(trict( wit! t!e lowe(t em"lo)ment rate(. In addition8 ;ction 'eam( 0or Aob( "rovide 0leBible8 tailored a((i(tance 0or job(eeker( in low em"lo)ment area( w!o ma) 0ace additional barrier( to gaining work w!ic! could "revent t!em bene0iting 0ull) 0rom national "rogramme(8 and Em"lo)ment Qone( o"erate in innovative wa)( to "lace "eo"le into work and are (ited in man) o0 t!e target local aut!orit) di(trict(G and "artici"ating in t!e 2eig!bour!ood -enewal agenda8 in "articular t!roug! e00ective relation(!i"( between Aobcentre Plu( and 9ocal Strategic Partner(. 2!2!6 I+6$%5)"3 #2/ P%4)#)%" %7 A%+/" )" #2/ L*-%'$ M*$./# '!ere are (till (igni0icant di00erence( between t!e em"lo)ment o0 men and women in t!e labour market. <omen on average !ave 0ewer educational 7uali0ication( t!an men w!ic! amount( to a (kill( de0icit. ;lt!oug! )oung women !ave recentl) managed to clo(e t!e ga" t!ere i( (till a !ig! "ro"ortion o0 women over t!e age o0 4+ and t!o(e working "art&time8 w!o !ave a lack o0 7uali0ication(. '!ere i( a "ronounced concentration o0 women and men in di00erent occu"ation( and women are over&re"re(ented in lower "aid occu"ation(. <!ile men eB"erience more unem"lo)ment8 women take muc! more time out o0 t!e labour market t!an men do8 in order to care 0or ot!er(. G/"&/$ P*, G*6

3+

'!e cau(e( o0 t!e gender "a) ga" are com"leB and t!e 1overnment i( "ur(uing action on a number o0 0ront(. '!e <omen and <ork 3ommi((ion =<<3> wa( (et u" in Se"tember 2++4 to make recommendation( to t!e 1overnment on tackling t!e gender "a) ga". '!e 3ommi((ion will look at !ow men@( and women@( education and (kill( a00ect w!ic! job( t!e) can getG "romotion and career "rogre((ion & t!e Fgla(( ceiling@G women@( eB"erience( in t!e job market be0ore and a0ter !aving c!ildrenG and t!e di00erent eB"erience( o0 women working 0ull&time and "art& time. '!e 1overnment !a( 0unded t!e E7ual O""ortunitie( 3ommi((ion to "re"are a model 0or voluntar) "a) review(. ;( an eBam"le o0 good "ractice and to (!ow commitment to e7ual "a)8 all 1overnment *e"artment( and ;gencie( =$$ in total> !ave com"leted e7ual "a) review( '!e <ork&9i0e Balance cam"aign and t!e new rig!t 0or "arent( o0 )oung c!ildren to a(k 0or 0leBible working o"tion( to be con(idered8 i( intended to o"en u" "art&time working in a muc! wider range o0 job(. '!e "art&time gender "a) ga" can al(o be "artl) eB"lained b) t!e lower (kill level( o0 t!o(e working "art&time. '!e (trateg) to level u" t!e (kill( o0 all in t!e work0orce will !ave a "articular im"act on t!o(e low&(killed women working "art&time. In t!e lig!t o0 t!e "er(i(tence o0 t!e "art&time "a) ga"8 t!e 1overnment commi((ioned a re(earc! "roject to look at t!e c!aracteri(tic( o0 t!e "art&time "a) ga"8 and com"are c!aracteri(tic( o0 "art&time work in %? wit! t!at o0 ot!er E% countrie(8 eBamine t!e eBi(tence o0 a "art&time wage "enalt) in t!e %? and identi0) "otential lever( 0or c!ange. ; re"ort8 'he !art(time !ay Penalt)8 wa( "ubli(!ed in 2ovember 2++4. ;t t!e mid&term review8 adju(tment( were made to em"!a(i(e t!e role t!at ESF can "la) in tackling t!e gender ga" and in encouraging men and women to enter occu"ation( w!ere t!e) are under&re"re(ented. C2)0&(*$/ Building on it( major eB"an(ion in c!ildcare and earl) )ear( "rovi(ion (o 0ar8 t!e 1overnment "ubli(!ed a ten&)ear (trateg) in *ecember 2++4. '!e 1overnment i( committed to en(uring t!at good 7ualit)8 a00ordable and acce((ible c!ildcare i( available to enable t!o(e "arent( w!o wi(! to work8 train or learn8 t!e o""ortunit) to do (o wit! con0idence t!at t!eir c!ildren are being cared 0or in a (a0e and (timulating environment and to meet t!eir 0ull "otential. ;t Se"tember 2++48 1.2 million new regi(tered c!ildcare "lace( !ad been created (ince 1::#8 bene0iting over 2 million c!ildren. '!ere !a( been a net increa(e =a0ter turnover> o0 .2.8+++ regi(tered "lace( in t!at time. '!ere i( now a regi(tered c!ildcare "lace 0or 1 in 4 c!ildren under $ and t!ere !a( been (trong growt! in da)care8 out o0 (c!ool and c!ildminding "rovi(ion in recent mont!(. ; number o0 ke) "rogramme( are 0ocu(ing on eB"anding
31

"rovi(ion in t!e mo(t di(advantaged communitie(. ; total o0 1823. 2eig!bour!ood 2ur(erie( =22(> are now o"en8 "roviding over 4.8+++ new da)care "lace(. Following t!e mid&term review all ESF "roject( are being encouraged to "rovide co(t e00ective (u""ort to "eo"le wit! caring re("on(ibilitie(8 w!ere t!o(e re("on(ibilitie( are a barrier to "artici"ation. 'raining 0or care worker( !a( al(o been added a( a ("eci0ic activit) under Priorit) .. 2!3 M)&-#/$+ R/5)/: '!e mid&term evaluation carried out in 2++3 0ound t!at t!e England Objective 3 "rogramme remained relevant to it( labour market and "olic) conteBt. 14 ;t t!e (ame time8 it recommended an en!anced 0ocu( on "eo"le w!o are inactive and at di(advantage in t!e labour market. '!i( al(o re0lect( t!e increa(ing 0ocu( o0 t!e 1overnment@( wel0are&to&work (trateg) on t!e inactive and t!e recommendation( o0 t!e re"ort o0 t!e E% Em"lo)ment 'a(k Force and Aoint Em"lo)ment -e"ort. '!e evaluation al(o 0ound t!at ESF "artici"ant( wit! di(abilitie( or 0rom et!nic minoritie( were le(( likel) to ac!ieve em"lo)ment outcome( t!an ot!er grou"(. '!e "rogramme !a( t!ere0ore been adju(ted to "rovide better (u""ort wit! job (earc! (kill( and (u(tainable em"lo)ment o""ortunitie(. Project( (!ould a((e(( t!e ("eci0ic need( o0 "eo"le wit! di(abilitie( and 0rom et!nic minoritie(8 and (!ould work in "artner(!i" wit! em"lo)er( to integrate t!em in to t!e work "lace. '!e evaluation indicated t!at man) "roject( were not "roviding (u""ort 0or "eo"le wit! caring re("on(ibilitie(8 and t!at earl) leaver( cited care i((ue( a( one o0 t!e main rea(on( 0or not com"leting t!eir ESF cour(e(. Following t!e mid&term review8 all "roject( are being encouraged to "rovide co(t&e00ective (u""ort to t!o(e wit! caring re("on(ibilitie(8 w!ere t!e(e re("on(ibilitie( are a barrier to "artici"ation. 'raining 0or care worker( !a( been added a( a ("eci0ic target activit). ;lmo(t !al0 o0 ESF bene0iciarie( are women. 4owever8 take&u" o0 0und( 0or activitie( t!at onl) (u""ort women !a( been (lower t!an 0oreca(t. In(tead8 women@( "artici"ation !a( been !ig!er t!an eB"ected in ot!er "art( o0 t!e "rogramme8 re0lecting t!e (ucce(( o0 t!e main(treaming (trateg). ;llocation( !ave t!ere0ore been adju(ted to take account o0 t!i( and avoid under("end(. ;dju(tment( !ave al(o be made to em"!a(i(e t!e role Objective 3 can "la) in tackling t!e gender "a) ga" and in encouraging bot! men and women to enter (ector( and occu"ation( w!ere t!e) are under&re"re(ented. Im"roving (kill( continue( to be a "riorit) 0or Objective 3 & e("eciall) among "eo"le w!o lack ba(ic (kill( 0or em"lo)abilit). '!e "rogramme
14

*<P =2++4>8 ,id&term Evaluation o0 t!e Objective 3 O"erational Programme 0or England and 1ibraltar

32

al(o continue( to tackle (kill( (!ortage( t!at "er(i(t in (ome (ector( o0 t!e econom)8 "articularl) at 9evel 2. '!e "rogramme will add value to activitie( wit!in t!e 2ew *eal 0or Skill(. Potential under("end( were vired 0rom Polic) Field( . and into Polic) Field( 18 2 and 4 in order to 0ocu( more re(ource( on "rioritie( identi0ied in t!e mid& term evaluation (uc! a( !el"ing economicall) inactive "eo"le. '!e "er0ormance re(erve allocation o0 I1#$84+1823: wa( di(tributed among(t Polic) Field( 1 to 4 a( 0ollow(6 Polic) Field 1 & I4:843 8433 Polic) Field 2 & I4$8$128... Polic) Field 3 & I..813$8.#+ Polic) Field 4 & I2.8+138 $1

'!ere wa( no increa(e in national matc! 0unding a( a re(ult o0 "er0ormance re(erve allocation( a( it wa( con(idered t!at revi(ed out"ut( ari(ing 0rom t!e Per0ormance -e(erve allocation( could be ac!ieved wit! t!e additional communit) contribution(. '!e(e remain wit!in t!e ceiling o0 .+C intervention rate 0or Objective 3. In (ummar)8 a( a re(ult o0 t!e mid&term review8 t!e new "ercentage breakdown o0 0unding between Polic) Field( i(6 Polic) Field 1 & active labour market "olicie( J 2...C Polic) Field 2 & e7ual o""ortunitie( 0or all8 "romoting (ocial inclu(ion J 2 C Polic) Field 3 & li0elong learning J 2$C Polic) Field 4 & ada"tabilit) and entre"reneur(!i" J 13C Polic) Field . & im"roving women@( labour market "artici"ation J C Polic) Field & tec!nical a((i(tance & 1..C 'able 3 in (ection 3.1 (!ow( t!e revi(ed 2+++&+ Objective 3 budget b) mea(ure 0ollowing t!e mid&term review adju(tment( and t!e allocation o0 "er0ormance 0unding. '!e Euro"ean 3ommi((ion ado"ted t!e revi(ed O"erational Programme in a 3ommi((ion deci(ion o0 $ 2ovember 2++4. ;dju(tment( were made to (ome o0 t!e "rogramme 0oreca(t( at t!e mid&term review to re0lect labour market trend(8 "rogramme "er0ormance (ince 2+++ and virement( o0 0unding. '!e rationale 0or t!e adju(tment( wa( (et out in "a"er (ubmitted to t!e Euro"ean 3ommi((ion along(ide t!e revi(ed O"erational Programme. '!e main adju(tment( were6 to increa(e number( o0 bene0iciarie( in all Polic) Field( to re0lect virement( and "er0ormance 0undingG

33

to reduce t!e "ercentage o0 )oung "eo"le unem"lo)ed le(( t!an mont!( overall and in Polic) Field 1 to re0lect labour market trend( t!at (!ow mo(t unem"lo)ed )oung "eo"le leaving claimant unem"lo)ment at an earl) (tageG to reduce t!e "ercentage working toward( a 7uali0ication in Polic) Field 1 to re0lect t!e greater 0ocu( on em"lo)abilit) (u""ort 0or long&term unem"lo)ed and inactive "eo"leG to reduce t!e "ercentage( o0 bene0iciarie( in work on leaving and in work at (iB mont!( in Polic) Field 2 to re0lect t!e increa(ing 0ocu( on t!e !arde(t to !el" grou"(G to reduce t!e "ercentage( o0 bene0iciarie( working toward( and gaining 7uali0ication( in Polic) Field 3 to take account o0 advice and guidance activitie( w!ic! do not lead to 7uali0ication( e("eciall) among di(advantaged bene0iciarie(G to increa(e t!e "ercentage o0 women receiving (u""ort in Polic) Field 4 to re0lect t!e (ucce(( o0 main(treamingG and to allow men to be bene0iciarie( wit!in Polic) Field ..

'!e new 0oreca(t( are (!own in (ection 3.2.

34

S/(#)%" 3; P$%3$*++/ P/$7%$+*"(/ 3!1 P$%3$/44 -, P%0)(, F)/0& *"& M/*4'$/ 3!1!1 F)"*"()*0 P$%3$/44 '!e table( below (!ow t!e 0inancial "rogre(( b) "olic) 0ield( and mea(ure(. 'able 1 "rovide( actual eB"enditure detail( 0or )ear 2++4 onl)8 w!il(t table 2 "rovide( cumulative actual eB"enditure to 31 *ecember 2++4. 3umulative actual eB"enditure at t!e end o0 2++4 wa( I18 4+81$$814#..+. =2B eligible eB"enditure include( actual ESF8 national "ublic 0unding and "rivate 0unding>. 'able( 1 and 2 eBclude all revenue. 1 ; E16/"&)#'$/ )" 2004 (E) E0)3)-0/ M/*4'$/4 E16/"&)#'$/ 1.1 3#8#.+83# .:# 1.2 22 81+48 1 .+3 2.1 .1832+84:3.3+ 2.2 2328 ::8 ##.22 2.3 1182#381$:..# 3.1 2 18###8:...1: 3.2 : 81$.8:11. 4 4.1 .18.3$8.31.32 4.2 ..84$$8+1 ..2 4.3 218.2:8#4..+ ..1 3#83 8.::. 4 ..2 1+81.38#33. 3 .1 .8.1183.$.+3 .2 & 4348#4..3 T%#*04 1809@8265845@!?6 F /0)3)-0/ (%4# 44.#$ 4$.4$ .2. 4:.4# .2.:# .2.4. .1.#4 .+.4+ .1.$3 4 .31 .+.+3 4$.44 41.$$ :4.32 50!25 F)/0& %7 )"#/$5/"#)%" 21 21 22 22 22 23 23 24 24 24 2. 2. G

ESF 1 8:+.8 ..2$ 1+:8 2 8+2#.1# 2#8+248 $:.41 11.812+82:..: .8:#18$$3.:1 13#82:18+4..4+ 4:8# 48 #3.#+ 2.8:#483$+.+1 2$8# 183.#.:$ :8: :8:31.3# 1$8 :.832 .2: 48:1$8+#3.#1 283+$8212.:: & 41+8+.3. $ 55189218509!50

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

3.

2 ; C'+'0*#)5/ E16/"&)#'$/ #% 31 D/(/+-/$ 2004 (E) E0)3)-0/ M/*4'$/4 E16/"&)#'$/ ESF 1.1 1+:8::28++#.:# 4#8$ 184#4.2$ 1.2 $2#8.1:824:.+3 3 .84#$8##$.1# 2.1 1.381$18$$+.3+ #182 3842 .41 2.2 $.48$ 384+3.22 3$18+:#8#.4.: 2.3 2 8+.18+32..# 1284$.8# 3.:1 3.1 #. 82$$8.31.1: 34#81$38++..4+ 3.2 2#.82 +8.1.. 4 12#8:. 8+.4.#+ 4.1 1:382#282:4.32 $#83:.83#..+1 4.2 1:38#3382.1..2 $$8#338# 4.:$ 4.3 $281$483+ .+ 3.8:4+8:$#.3# ..1 122813#84:4. 4 ..8 #38.. .2: ..2 1$82#28113. 3 $84.+84#2.#1 .1 2+8.:283$3.+3 :8++4814:.:: .2 483$ 8 42. 4 18 38.$3.32 T%#*04 3863?8?358105!?6 1864081@@814?!50 F /0)3)-0/ (%4# 43..1 44.1# 4 ..2 44..$ 4#.:3 4..:1 4 .4: 4..22 4..$+ 43.#3 4...$ 4 .2. 43.#3 3#.:2 45!09 F)/0& %7 )"#/$5/"#)% " 21 21 22 22 22 23 23 24 24 24 2. 2.

;n increa(ing number o0 "roject( were delivered t!roug! 3o&0inancing Organi(ation( =3FO(>8 t!at "rovide ESF and all dome(tic matc! 0unding t!roug! a (ingle 0unding (tream. In total t!ere are ## 3FO( o"erating wit!in t!e Objective 3 "rogramme in England. '!e majorit) are local 9earning K Skill( 3ouncil( and Aobcentre Plu( regional o00ice(. ;( at 31 *ecember 2++4 .#.32C o0 all a""roval( were to 3o&0inancing Organi(ation( and 3FO( accounted 0or 3 .3+C o0 all ("end. 'able 3 (!ow( cumulative actual eB"enditure b) "roject( b) mea(ure again(t total allocation( and (!ow( "rogre(( at mea(ure level. 'otal allocation( !ave been amended to take account o0 t!e "er0ormance re(erve allocation o0 I1#$.4m '!e table (!ow( continued (tead) "rogre(( in mo(t mea(ure(. In t!e mid& term review8 it wa( agreed t!at new activit) would not be 0unded in mea(ure( 2.3 and ..2 but would be 0unded in mea(ure( 2.2 and ..1 in(tead. '!ere0ore uncommitted 0und( 0or mea(ure( 2.3 and ..2 were vired into ot!er mea(ure(. 4owever eBi(ting activit) !a( continued in mea(ure( 2.3 and ..2. In term( o0 actual eB"enditure b) "roject(8 t!e "rogramme ac!ieved it( 2++4 2D2 eB"enditure target(. '!e 2++4 target o0 I18#.28++.84++ wa( met taking into account t!e ESF advance.

3 ; C'+'0*#)5/ /16/"&)#'$/ -, +/*4'$/ (E) ESF F)"*"()*0 A00%(*#)%" 20002006 11$8+#:8322.++ :#.83+2832#.++ 21483248131.++ $#381348+#..++ 328.4:8.42.++ $4#83.+84 .++ 3 381.+82++.++ 2218 $:8213.++ 24#8$:.8#$..++ $#8 248 43.++ 2238##$8314.++ 248.$28$##.++ +8.328:44.++ 482@989938@39!00 ESF *(#'*0 /16/"&)#'$/ *# 31!12!2004 4#8$ 184#4.2$ 3 .84#$8##$.1# #182 3842 .41 3$18+:#8#.4.: 1284$.8# 3.:1 34#81$38++..4+ 12#8:. 8+.4.#+ $#83:.83#..+1 $$8#338# 4.:$ 3.8:4+8:$#.3# ..8 #38.. .2: $84.+84#2.#1 1+8 #8#33.31 1864081@@814?!50

M/*4'$/4 1.1 1.2 2.1 2.2 2.3 3.1 3.2 4.1 4.2 4.3 ..1 ..2 T%#*0

F /16/"&)#'$/ 4+..3 3#.4# 33.2. 43. . 3$.3 4+.:# 3..24 3:.42 3..#: 41.+2 24.$$ 34.3$ 1#. 2 3@!23

*uring 2++48 two interim claim( were made to t!e 3ommi((ion8 detail( are "rovided below6 D*#/ (0*)+ 4/"# #% #2/ C%++)44)%" 1. October 2++4 24 2ovember 2++4 A+%'"# E+ 3.1.3 41..1

3#

3!2 B'*"#)7)(*#)%" %7 O'#6'#4 I"#$%&'(#)%" '!e Objective 3 O"erational Programme 0or England and 1ibraltar (et out a number o0 monitoring indicator( o0 t!e eB"ected average annual outcome( o0 t!e "rogramme. ,o(t o0 t!e(e indicator( are monitored annuall) and are "re(ented in t!e table below 0or 2++4. '!e data u(ed to monitor t!e indicator( in 2++4 are collected 0rom t!e "roject clo(ure 0orm( 0rom t!o(e "roject( t!at !ad com"leted b) t!e end o0 t!at )ear. It t!ere0ore cover( all "roject outcome( ac!ieved b) *ecember 2++4. '!e anal)(i( "rovided below 0or 2++4 i( ba(ed on 482:$ "roject(.

3$

INDCATORS

PROGRAMME (2000-200@) FORECAST

C in work on leaving C gaining a "o(itive outcome on leaving C )oung "eo"le unem"lo)ed le(( t!an mont!( C adult( unem"lo)ed le(( t!an 12 mont!( C bene0iciarie( com"leting t!eir cour(e( C gaining a 7uali0ication

41C $+C 2C 3 C #.C 4.C FORECASTS A""'*0 (2000-200@) F%$/(*4# 1318.2$ P$%3$*++/ (2000-200@) F%$/(*4# 181$38#4: +C 42C #1C 33C ..C #+C 4+C 3C C'+'0*#)5/ F%$/(*4# (#% /"& %7 D/(! 2004) .#8 3$

CUMULATIVE ACHIEVEMENT (#% /"& D/(! 2004) 4$C #2C .3C 4.C $#C 43C ACHIEVEMENTS C'+'0*#)5/ A(2)/5/+/"# (#% /"& %7 D/(! 2004) 4348124 .4C 4.C $.C . C .2C 4C 3.C 2C I"-P/$)%& A(2)/5/+/"# (S/6!2004D/(!2004) 3 8:$3

A(#)5/ L*-%'$ M*$./# P%0)()/4

2umber o0 bene0iciarie( C o0 )oung "eo"le receiving !el" be0ore mont!( unem"lo)ed C o0 women receiving (u""ort C o0 bene0iciarie( com"leting t!eir cour(e C o0 adult( receiving !el" be0ore 12 mont!( unem"lo)ed C working toward( a 7uali0ication C "o(itive outcome( on leaving C in work on leaving C moving into (el0 em"lo)ment

3:

E9'*0 O66%$#'")#)/4 *"& S%()*0 I"(0'4)%"

A""'*0 (2000-200@) F%$/(*4# 1$+8232 383#2 1.2 $.

P$%3$*++/ (2000-200@) F%$/(*4# 18 228+$: 42C 3+83.2 +C 183 . # 3 3C 2#C 3C P$%3$*++/ (2000-200@) F%$/(*4# 4:38 $2 .+C $.C $.C 28#23 13:8++ $#. .#C :2C

C'+'0*#)5/ F%$/(*4# (#% /"& %7 D/(! 2004) :+181 + 1 8$ 2 #.$ 424

C'+'0*#)5/ A(2)/5/+/"# (#% /"& %7 D/(! 2004) 3348:33 44C #8 .# .:C 3$. 4 4 4C 23C 1C C'+'0*#)5/ A(2)/5/+/"# (#% /"& %7 D/(! 2004) .4184 : . C $:C ##C 3 $ :8 3 1: .+C #4C

I"-P/$)%& A(2)/5/+/"# (S/6!2004D/(!2004) 2 81.1 332 22 44

2umber o0 bene0iciarie( C o0 women receiving (u""ort 2umber o0 trainer( trained C working toward( a 7uali0ication 2umber o0 ca"acit) building "roject( number o0 re(earc! "roject( C "o(itive outcome( on leaving C in work on leaving C moving into (el0 em"lo)ment L)7/0%"3 L/*$")"3

A""'*0 (2000-200@) F%$/(*4# .48$.3

2umber( "artici"ating in 9i0elong 9earning C o0 women receiving (u""ort C com"leting t!eir cour(e C working toward( a 7uali0ication number o0 re(earc! "roject( 2umber o0 trainer( trained 2umber o0 ca"acit) building "roject( C o0 leaver( gaining a 7uali0ication C in work or 0urt!er (tud) on leaving

C'+'0*#)5/ F%$/(*4# (#% /"& %7 D/(! 2004) 2#482 $

I"-P/$)%& A(2)/5/+/"# (S/6!2004D/(!2004) #383 .

3+3 1.844. :#

18.13 ##822. 4$

4 :2: 1+

4+

A&*6#*-)0)#, *"& E"#$/6$/"/'$42)6

A""'*0 (2000-200@) F%$/(*4# 2814+ #8:$: 1.84+: 48..+

P$%3$*++/ (2000-200@) F%$/(*4# 1:82 4 #18:+4 13$8 $4 4+8:.+ 4.C +C 2831+ ..C P$%3$*++/ (2000-200@) F%$/(*4# $84 + $.C #.C 18+#1 $$C

2umber o0 bene0iciarie( getting (el0& em"lo)ment !el" 2umber o0 com"anie( !el"ed 2umber o0 em"lo)ee( !el"ed 2umber o0 trainer( trained C o0 women receiving (u""ort C working toward( a 7uali0ication number o0 re(earc! "roject( C o0 bene0iciarie( gaining a 7uali0ication G/"&/$ E9'*0)#,

C'+'0*#)5/ F%$/(*4# (#% /"& %7 D/(! 2004) 1+8#+2 3:8::1 ##8+4# 228#.+

C'+'0*#)5/ A(2)/5/+/"# (#% /"& %7 D/(! 2004) 2:8$ 1 .18$ . 2+38+$+ 48$ 4 C C 182 : 4 C C'+'0*#)5/ A(2)/5/+/"# (#% /"& %7 D/(! 2004) 4+8+43 ::C $C :: # C C

I"-P/$)%& A(2)/5/+/"# (S/6!2004D/(!2004) 184.1 48 2 1#8 +$ 42

2.#

182$3

1+

A""'*0 (2000-200@) F%$/(*4# #8 +#

2umber o0 bene0iciarie( C o0 women bene0iciarie( C o0 "roject( o00ering c!ildcare 0acilitie( number o0 re(earc! "roject( C "o(itive outcome( 0or women C o0 women (etting u" in bu(ine((

C'+'0*#)5/ F%$/(*4# (#% /"& %7 D/(! 2004) 3$8+33

I"-P/$)%& A(2)/5/+/"# (S/6!2004D/(!2004) 38431

11:

.:.

1#

41

O5/$*00 T*$3/#4 B) t!e end o0 *ecember 2++48 t!e number o0 "eo"le in work wa( !ig!er t!an 0oreca(t =4$C com"ared to t!e 0oreca(t o0 41C>. '!e "ro"ortion o0 bene0iciarie( w!o com"leted t!eir cour(e( wa( al(o better t!an originall) 0oreca(t wit! $#C ac!ieved in *ecember 2++4 com"ared to #.C 0oreca(t. '!e "rogramme al(o a""ear( to !ave been e00ective in "roviding (u""ort to adult( unem"lo)ed 0or 12 mont!( be0ore t!e) (tarted on Objective 38 wit! 4.C o0 t!e(e adult( !aving received !el" com"ared to t!e 0oreca(t o0 3 C. '!e number t!at gained a 7uali0ication =43C>8 !owever8 i( (lig!tl) lower t!an t!e 0oreca(t o0 4.C. '!e number o0 bene0iciarie( w!o gained a "o(itive outcome =i.e. em"lo)ment8 (el0&em"lo)ment8 voluntar) work8 0urt!er education or training> wa( lower t!an 0oreca(t =#2C com"ared to $+C>. 1iven t!at t!e indicator( 0oreca(t t!e average annual outcome(8 (ome variation above and below t!e indicator( ma) be eB"ected acro(( t!e li0etime o0 t!e "rogramme. '!e "ro"ortion o0 )oung "eo"le aged 1 &24 w!o received earl) intervention i( below t!e 0oreca(t =.3C com"ared to t!e 0oreca(t o0 2C>. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 2+C were 0rom an et!nic minorit) background and 12C were di(abled. P%0)(, F)/0& 1; A(#)5/ L*-%'$ M*$./# P%0)()/4 *ata relating to t!i( "olic) 0ield are derived 0rom : $ "roject(. '!i( indicate( t!at "roject( o"erating under Polic) Field 1 a""ear to !ave been ver) e00ective in "roviding (u""ort to adult( w!o !ave been unem"lo)ed 0or 12 mont!( =. C com"ared to t!e 0oreca(t o0 33C>. '!e 0oreca(t 0or t!e "ercentage o0 women receiving (u""ort !a( al(o been eBceeded =4.C com"ared to t!e 0oreca(t o0 42C>. Similarl)8 t!ere a""ear( to !ave been a ver) good level o0 (ucce(( in bene0iciarie( com"leting t!eir cour(e J $.C com"ared to t!e 0oreca(t o0 #1C. '!e "ercentage o0 bene0iciarie( in a "o(itive outcome on leaving "roject( i( (lig!tl) below 0oreca(t = 4C com"ared to #+C> and t!e "ercentage o0 )oung "eo"le w!o received !el" be0ore being unem"lo)ed 0or mont!( J .4C com"ared to t!e 0oreca(t o0 +C. 3lo(er eBamination b) mea(ure i( u(e0ul w!en con(idering outcome( a( t!e mea(ure( target di00erent grou"(. ,ea(ure 1.1 wa( de(igned ("eci0icall) to 0ocu( on earl) intervention ="reventing "eo"le 0rom moving to long term unem"lo)ment>. In t!i( ca(e8 #+C o0 )oung "artici"ant( received !el" be0ore reac!ing mont!( unem"lo)ment and $C o0 adult( received !el" be0ore being 12 mont!( unem"lo)ed. ,ea(ure 1.28 on t!e ot!er !and8 wa( intended to target long&term unem"lo)ment and t!e data (ugge(t( t!at .4C o0 )oung "artici"ant( were !el"ed wit!in t!e 0ir(t mont!(. M/*4'$/ 1!1 ;nal)(i( 0or ,ea(ure 1.1 i( ba(ed on 1.+ "roject(8 wit! 2+18::. bene0iciarie( !el"ed. On average eac! "roject !ad 1834# bene0iciarie(. One !undred and twent) nine o0 t!e "roject(8 or $ C8 (aid t!eir "roject@( activit) would not !ave taken "lace wit!out ESF (u""ort J giving (ome indication o0 added value.
42

'!e "ro"ortion o0 0emale bene0iciarie( !el"ed i( 4$C8 w!ic! i( !ig!er t!an t!e overall "ro"ortion 0or Polic) Field 1. ;lmo(t ever)one com"leted t!eir "roject =:.C> and .C gained a "o(itive outcome8 alt!oug! onl) 33C were in work. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 2 C were 0rom an et!nic minorit) background and $C were di(abled. C*4/ S#'&, '!e 2ational *i"loma 0or 3areer ,over( i( a ("eciali(t training "roject 0or "eo"le (eeking a career move a( a re(ult o0 (!ort&term unem"lo)ment or "ending redundanc). For (everal )ear(8 Peterboroug! !ad been eB"eriencing a (!ort0all in 7uali0ied (ta00 to work wit!in t!e accountanc) and book kee"ing 0ield. ;dverti(ing t!roug! t!e "re(( and t!e local Aobcentre( 0ailed to meet t!e demand 0rom em"lo)er(8indicating a (kill( (!ortage area. '!e advent o0 ESF 3o&0inancing t!roug! Aobcentre Plu( "rovided ju(t t!e o""ortunit) to addre(( t!i( ga" in t!e labour market8 "roviding nationall) recogni(ed 7uali0ication(. Following a com"etitive tendering round ;PS 3om"uter Solution( 9td8 a 0ranc!i(ed com"an) o0 t!e national Pitman 'raining network8 wa( given t!e ta(k o0 arranging training 0or 3. "eo"le wit! at lea(t 2. o0 t!em moving into em"lo)ment. *eliver) (tarted 0rom ;"ril 2++3 and ver) 7uickl) eligible bene0iciarie( were recruited8 "redominantl) t!roug! (el0&marketing activit).
P%0)(, F)/0& 1 M/*4'$/ 1I E+60%,+/"# G')&/0)"/4 18384I S%()*0 I"(0'4)%" O-</(#)5/ 1!1

M/*4'$/ 1!2 *ata 0or ,ea(ure 1.2 i( ba(ed on in0ormation 0rom $1$ "roject( wit! an average o0 2$4 bene0iciarie( eac!. '!e "ercentage o0 bene0iciarie( w!o com"leted t!e cour(e wa( # C8 w!ic! i( (ub(tantiall) lower t!an t!e "ercentage o0 bene0iciarie( in ,ea(ure 1.1. Similarl)8 a lower "ercentage o0 women =43C> received (u""ort com"ared to ,ea(ure 1.1. '!e "ro"ortion w!o gained a "o(itive outcome = 4C> i( in line wit! t!at o0 ,ea(ure 1.18 but t!e "ercentage o0 bene0iciarie( working toward( a 7uali0ication wa( # C com"ared to onl) 1$C in ,ea(ure 1.1. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 2.C were 0rom et!nic minorit) grou"( and 12C were di(abled.

43

C*4/ S#'&, ; "roject to !el" "eo"le on Inca"acit) Bene0it make a (moot! tran(ition into t!e work"lace i( (eeking to make a real di00erence to "eo"le in Bri(tol. '!e "roject8 called Aob ;nc!or( J Em"lo)ment O""ortunitie( 0or Peo"le wit! *i(abilitie(8 i( 0unded b) ESF t!roug! Aobcentre Plu(. It (u""ort( 0ormer Inca"acit) Bene0it client( in t!e earl) da)( o0 new em"lo)ment b) "roviding advice and guidance to !el" t!em remain in work and retain job( over t!e longer term. '!e aim i( to en(ure t!at an) di00icultie( identi0ied during t!e move 0rom bene0it to em"lo)ment8 or during t!e earl) da)( o0 em"lo)ment8 are re(olved8 t!u( enabling t!e client to make a (ucce((0ul tran(ition. '!e "rovi(ion i( intended to be 0leBible in meeting t!e need( o0 t!e bene0iciar) and to "rovide one to one (u""ort 0or bene0iciarie( w!o 0ind work and leave Inca"acit) Bene0it but w!o ma) need !el" to (ta) in work. '!e (u""ort i( available a( (oon a( t!e client !a( t!e o00er o0 work8 (tart( work8 or wit!in 0our week( o0 (tarting work and i( available 0or a maBimum o0 13 week(. '!e ke) criteria i( t!at t!e bene0iciar)@( em"lo)ment i( (u(tained 0or a minimum o0 13 week(8 wit! t!e overall aim being (iB mont!(.
P%0)(, F)/0& 1 M/*4'$/ 2I E+60%,+/"# G')&/0)"/4 1 C ?I S%()*0 I"(0'4)%" O-</(#)5/ 1!1

P%0)(, F)/0& 2; E9'*0 O66%$#'")#)/4 *"& S%()*0 I"(0'4)%" *ata 0or t!i( "olic) 0ield i( derived 0rom 184+1 "roject(. It indicate( t!at t!e "ro"ortion o0 bene0iciarie( ac!ieving a "o(itive outcome i( in line wit! t!e 0oreca(t = 4C com"ared to 3C>8 a( i( t!e number o0 bene0iciarie( working toward( a 7uali0ication =.:C com"ared to t!e 0oreca(t o0 +C>. '!e "ercentage o0 "eo"le moving into work =23C> i( below t!e 0oreca(t o0 2#C. ,ore women received (u""ort =44C> t!an t!e 0oreca(t o0 42C. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 2:C were 0rom an et!nic minorit) background and 23C were di(abled J w!ic! are bot! above t!e e7ual o""ortunitie( 0oreca(t( o0 21C and 1$C re("ectivel). M/*4'$/ 2!1 *ata 0or t!i( mea(ure i( ba(ed on in0ormation 0rom 22$ "roject( wit! an average o0 243 bene0iciarie( in eac!G a 0ew "roject( !ad a large number o0 bene0iciarie(. '!e "ercentage o0 0emale bene0iciarie( =4.C> e7uate( to t!e overall "ro"ortion in Polic) Field 2 and (ur"a((e( t!e 0oreca(t. '!i( mea(ure indicate( (ome (ucce(( in !el"ing bene0iciarie( 0rom di(advantaged grou"(. <!ere t!e et!nic and di(abilit) (tatu( i( known8 3+C were 0rom an et!nic minorit) grou" and 1:C were di(abled. Project com"letion wa( relativel) !ig! at $1C8 and
44

3C o0 bene0iciarie(

gained a "o(itive outcome J in line wit! t!e overall "ro"ortion in Polic) Field 2. O0 t!o(e w!o gained a "o(itive outcome8 21C were in work on leaving and .4C gained a 0ull 7uali0ication. M/*4'$/ 2!2 '!i( data i( ba(ed on 181+2 "roject( wit! an average o0 24$ bene0iciarie( on eac!. '!e "ercentage o0 bene0iciarie( w!o were "reviou(l) unem"lo)ed wa( #.C and 1$C were (till at (c!ool or in Furt!er Education. %nder ,ea(ure 2.28 w!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 2:C o0 bene0iciarie( were 0rom an et!nic minorit) grou" and 24C !ad a di(abilit). '!e number o0 0emale bene0iciarie( =43C> i( in t!e line wit! t!e overall "ro"ortion in Polic) Field 2. ;( t!i( mea(ure i( dealing wit! t!e mo(t di(advantaged8 t!o(e gaining a 7uali0ication =3.C> were muc! lower t!an t!at in ,ea(ure 2.1. *e("ite t!i(8 $3C o0 bene0iciarie( managed to com"lete "roject( and 4C gained a "o(itive outcome. ,oreover8 t!e number o0 bene0iciarie( in work on leaving wa( 23C =(lig!tl) better t!an t!at 0or mea(ure 2.1>. C*4/ S#'&, '!e Project 3!anging 9ive( i( run b) t!e 3arer@( -e(ource in t!e 2ort! Hork(!ire 3raven *i(trict. '!i( "roject wa( (et u" to "romote to carer( t!e bene0it( o0 develo"ing new (kill( and intere(t( wit! a view to taking u" "aid or un"aid em"lo)ment and to o00er a""ro"riate advice and (u""ort. 3arer( are given t!e o""ortunit) to addre(( t!eir "er(onal develo"ment and training need( t!roug! 0leBible training8 learning "ackage( and work "lacement( wit! em"lo)er( w!o !ave carer 0riendl) em"lo)ment "racti(e(. '!i( "roject add( value to t!e 2ew *eal 0or t!e *i(abled. ;n eBam"le o0 t!i( (ucce((0ul "artner(!i" between '!e 3arer@( -e(ource and Aobcentre Plu( i( ,r 4 w!o !ad cared 0or !i( wi0e "rior to !er deat!. 4e !ad !ad an 11 )ear break 0rom em"lo)ment and !ad lo(t !i( (el0 con0idence 0ollowing an accident at work8 and t!e lengt! o0 !i( ab(ence 0rom t!e em"lo)ment 0ield. 4e !ad been an 41L driver but !ad been claiming Inca"acit) Bene0it 0ollowing !i( accident and wa( worried about returning to work. <it! t!e !el" o0 !i( 3!anging 9ive( advi(er8 ,r 4 im"roved !i( I' (kill( b) com"leting an online 3it) and 1uild( cour(e ("eci0icall) de(igned 0or carer( wi(!ing to return to work. ;( a re(ult !e wa( able to com"lete a 3L 0or t!e 0ir(t time. '!e(e (ucce((e( !el"ed to boo(t !i( (el0 con0idence and8 0ollowing interview( wit! a Aobcentre Plu( *i(abilit) Em"lo)ment ;dvi(er8 !e retook and "a((ed !i( driving te(t. ;( a re(ult o0 t!i( !e wa( able to take u" a job a( a coac! driver. ,r 4 now make( regular long di(tance tri"( abroad taking "eo"le to and 0rom !olida).
P%0)(, F)/0& 2 M/*4'$/ 2I E+60%,+/"# G')&/0)"/ 18 38 48 ?I S%()*0 I"(0'4)%" O-</(#)5/4 1!2 *"& 2

4.

M/*4'$/ 2!3 *ata i( ba(ed on in0ormation 0rom #1 "roject( wit! an average o0 onl) $: bene0iciarie( "er "roject. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 1:C were 0rom an et!nic minorit) background and 41C were di(abled =t!e latter i( a re0lection o0 t!e !ig! "ro"ortion o0 "roject( t!at are aimed toward( di(abled "eo"le>. <it! 43C o0 bene0iciarie( under ,ea(ure 2.3 being women8 t!i( i( e7uivalent to t!e overall "ro"ortion 0or Polic) Field 2. ;gain t!e "ro"ortion( o0 t!o(e com"leting t!eir cour(e were relativel) ver) !ig! at :3C and almo(t t!ree 7uarter( =#2C> gained a "o(itive outcome. O0 t!o(e w!o gained a "o(itive outcome8 .$C were in work on leaving "roject(. P%0)(, F)/0& 3; L)7/0%"3 L/*$")"3 *ata i( ba(ed on in0ormation 0rom :4$ "roject(. '!e number o0 bene0iciarie( w!o com"leted t!eir cour(e =$:C> wa( !ig!er t!an t!e 0oreca(t o0 $.C. '!e "ro"ortion o0 women receiving (u""ort al(o eBceeded t!e 0oreca(t =. C com"ared to t!e 0oreca(t o0 .+C>. 4owever8 t!e "ercentage o0 "eo"le working toward( a 7uali0ication =##C> wa( below t!e 0oreca(t o0 $.C. '!i( re0lect( t!e (!ort term nature o0 (ome intervention( w!ic! are delivering advice and guidance8 or training t!at doe( not lead to a 7uali0ication. Similarl)8 t!e number o0 bene0iciarie( gaining a 7uali0ication =.+C> i( below t!e 0oreca(t o0 .#C alt!oug! (ome "eo"le ma) gain a 7uali0ication a0ter t!e "roject !a( clo(ed. Furt!ermore8 t!o(e in work or going on to 0urt!er (tud) on leaving =#4C> wa( con(iderabl) lower t!an t!e 0oreca(t o0 :2C. M/*4'$/ 3!1 *ata !a( been obtained 0rom #+: "roject( t!at 0all under t!i( mea(ure wit! an average o0 +2 bene0iciarie( on eac! "roject. ='!e large %0I "roject come( under t!i( mea(ure>. ; !ig!er "ro"ortion o0 women =.$C> !ave been !el"ed b) t!i( mea(ure com"ared to t!e overall "ro"ortion 0or Polic) Field 3. Au(t over !al0 o0 bene0iciarie( =.2C> were "reviou(l) unem"lo)ed. <!ere t!e di(abilit) and et!nic (tatu( o0 bene0iciarie( i( known8 1.C were 0rom an et!nic minorit) background and 1+C !ad a di(abilit). 'went) nine "ercent o0 bene0iciarie( did not !ave a "reviou( 7uali0ication =3+C o0 male and 2#C o0 0emale bene0iciarie(>. Encouragingl)8 $:C o0 bene0iciarie( com"leted t!eir cour(e and #1C o0 bene0iciarie( gained a "o(itive outcome on leaving. Over !al0 =.3C> gained a 0ull 7uali0ication.

C*4/ S#'&, '!e Bridge t!e Skill( 1a" "roject to accredit 0rontline !omele((ne(( worker( wit! 2L/ level 2 in 4ou(ing !a( now com"leted it( nine&mont! "ilot. 2inet) (even 0rontline (ta00 0rom 1 agencie( in t!e 9earning and Skill( 3ouncil 9ondon 3entral area were recruited and 2: manager( and (u"ervi(or( trained a( a((e((or(. 4omele(( 9ink ran t!e "roject8 in "artner(!i" wit! 9ook ;!ead 4ou(ing and 3are and 2OL;S 1rou"8 w!ic! !a( received ESF 0unding 0rom 9S3 9ondon 3entral. '!e 2L/ "rogramme8 w!ic! wa( de(igned to re0lect t!e (kill( needed b) 0rontline worker( acro(( t!e (ector8 !a( been run a( bot! an induction (c!eme 0or new (ta00 and to "rovide a relevant 7uali0ication 0or t!o(e w!o !ave been working in t!e (ector 0or le(( t!an eig!teen mont!(. '!o(e on t!e induction (c!eme attended training da)( covering to"ic( (uc! a( !ealt! and (a0et)8 u(er em"owerment8 care "lanning and e7ualit) and diver(it). Four out o0 0ive candidate( will gain an 2L/ t!roug! t!e "rogramme. '!e "roject !a( "roved "articularl) (ucce((0ul in term( o0 t!e diver(it) o0 t!e candidate( taking "art8 more t!an #+C o0 w!om are 0rom black and et!nic minorit) background( and 1.C were 0ormerl) !omele((. Sara ;me(8 a volunteer wit! 2OL;S8 (aid8 S'!e cour(e wa( ju(t w!at I needed 0or m) move into 0rontline work. 'raining !a( given me invaluable (u""ort in m) voluntar) work. '!e diver(e range o0 "eo"le mean( t!at we !ave all bene0ited 0rom eac! ot!er@( eB"erience(.
P%0)(, F)/0& 3 M/*4'$/ 1I E+60%,+/"# G')&/0)"/4 38 4 C ?I S%()*0 I"(0'4)%" O-</(#)5/ 1!1 *"& 2

M/*4'$/ 3!2 *ata i( ba(ed on in0ormation 0rom 23: "roject( wit!8 on average8 4#: bene0iciarie( on eac!. 2inet) two "ercent o0 bene0iciarie( were "reviou(l) em"lo)ed8 a( t!i( ,ea(ure i( aimed at im"roving t!e em"lo)abilit) o0 t!o(e in work. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 :C were 0rom et!nic minorit) grou"( and 3C were di(abled. O0 t!o(e bene0iciarie( being !el"ed b) ,ea(ure 3.28 4:C were 0emale. '!e "ro"ortion o0 bene0iciarie( working toward( and gaining a 7uali0ication wa( :C and 43C re("ectivel). ;( wit! t!e "reviou( mea(ure a !ig! "ro"ortion =$$C> o0 bene0iciarie( com"leted t!eir cour(e and $ C gained a "o(itive outcome on leaving. ;dditionall)8 w!ere outcome are known8 $1C were in work on leaving. P%0)(, 7)/0& 4; A&*6#*-)0)#, *"& /"#$/6$/"/'$42)6 *ata i( derived 0rom #$ "roject( in t!i( "olic) 0ield. '!e "ercentage o0 women receiving (u""ort i( in line wit! t!e 0oreca(t =4 C com"ared to t!e 0oreca(t o0 4.C>. '!e number o0 bene0iciarie( working toward( a 7uali0ication
4#

remain( above t!e 0oreca(t = C com"ared to t!e 0oreca(t o0 +C>.'!e number o0 bene0iciarie( gaining a 7uali0ication =4 C>8 !owever8 i( well below t!e 0oreca(t o0 +C8 alt!oug! again (ome bene0iciarie( ma) gain t!eir 7uali0ication a0ter t!e "roject !a( clo(ed. M/*4'$/ 4!1 '!i( anal)(i( i( ba(ed on in0ormation 0rom 2:4 "roject( wit! 343 bene0iciarie( on eac!. '!e va(t majorit) o0 com"anie( (u""orted under t!i( mea(ure =:.C> were S,E(. Eig!t) nine "ercent o0 bene0iciarie( were in work on com"leting "roject and :3C gained a "o(itive outcome. Au(t over two t!ird( =#4C> were working toward( a 7uali0ication and ju(t a !al0 =.+C> gained a 7uali0ication. '!e "ro"ortion o0 0emale bene0iciarie( receiving (u""ort wa( 4$C. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 t!e "ercentage o0 bene0iciarie( 0rom et!nic minorit) grou"( wa( :C8 wit! 4C o0 bene0iciarie( being di(abled. M/*4'$/ 4!2 *ata i( ba(ed on 23+ "roject( wit! 313 bene0iciarie( on eac!. '!e number o0 bene0iciarie( w!o com"leted t!eir cour(e under t!i( mea(ure wa( :1C8 wit! almo(t all =: C> gaining a "o(itive outcome. '!e "ro"ortion o0 0emale bene0iciarie( wa( (lig!tl) lower t!an in ,ea(ure 4.1 at 4 C. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 t!e "ro"ortion o0 bene0iciarie( 0rom bot! grou"( wa( $C. Sevent) eig!t "ercent o0 bene0iciarie( !ad worked toward( a 7uali0ication and .1C gained a 7uali0ication. C*4/ S#'&, '!e -eall) %(e0ul Bu(ine(( 'oolkit ==-%B'> i( aimed at (mall to medium enter"ri(e( =S,E(> in t!e Ea(t o0 England. '!i( Bed0ord and 9uton 9S3 3o& 0inanced "roject8 managed b) local training "rovider(8 3rabtree *evelo"ment 3on(ultant( and Ingram *e 4avilland8 wa( launc!ed in Aanuar) 2++4 and run( until *ecember 2++.. ESF 0unding o0 P12.8+++ !a( "aid 0or a toolkit& 0ocu(ed "roject t!at combine( a (erie( o0 training (e((ion(8 all re0lecting late(t be(t "ractice8 wit! tailored mentoring (u""ort and networking. Brig!t Idea(8 one o0 t!e "roject "artner(8 "rovided (u""ort in t!e develo"ment o0 t!e toolkit. '!e "roject al(o o00er( a u(er&0riendl)8 (te"&b)&(te" guide to identi0)ing8 "lanning8 im"lementing and evaluating work0orce develo"ment. '!e re(ult( are t!at manager( !ave ac7uired t!e (kill( to develo" t!eir bu(ine(( and learning "lan( to reali(e t!e 0ull "otential o0 t!em(elve(8 t!eir work0orce and t!e organi(ation. F-%B' work(!o"( give t!e o""ortunit) 0or bene0iciarie( to network wit! ot!er like&minded "eo"le managing (mall bu(ine((e(8@ (aid Pauline 1reen8 *irector o0 Ingram *e 4avilland. S'oget!er we look at maBimi(ing "ro0itabilit)8 communicating e00ectivel)8 managing time e00icientl)8 t!inking creativel) and develo"ing t!eir "eo"le8T (!e added. B) *ecember 2++48 . "eo"le !ad joined t!e "roject wit! .1 com"leting t!eir training.
P%0)(, F)/0& 4 M/*4'$/ 2I E+60%,+/"# G')&/0)"/4 28 38 4I S%()*0 I"(0'4)%" O-</(#)5/ 1!2

4$

M/*4'$/ 4!3 *ata i( ba(ed on 1.4 "roject( wit! an average o0 3#2 bene0iciarie( on eac!. ;lmo(t a t!ird =32C> o0 bene0iciarie( (u""orted under t!i( mea(ure were unem"lo)ed be0ore (tarting t!e "roject. 2inet) t!ree "ercent o0 bene0iciarie( com"leted t!eir cour(e8 and almo(t t!ree 7uarter( =# C> gained a "o(itive outcome. Over two t!ird( = :C> were in em"lo)ment on leaving. '!e "ercentage o0 0emale bene0iciarie( !el"ed under t!i( mea(ure wa( 4+C. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 11C were 0rom an et!nic minorit) grou" and 4C were di(abled. P%0)(, 7)/0& 5; A%+/" )" #2/ 0*-%'$ +*$./# '!e anal)(i( i( ba(ed on 3+3 "roject(. '!e majorit) o0 bene0iciarie( = :C> were unem"lo)ed be0ore (tarting t!e "roject8 wit! over two t!ird( o0 t!e(e individual( = #C> being aged 2. to 4:. Over t!ree 7uarter( o0 bene0iciarie( w!o received (u""ort under t!i( "olic) 0ield gained a "o(itive outcome =# C>. ; (mall "ercentage =.C> (et u" t!eir own bu(ine(( a0ter leaving t!e "roject. SiBt) eig!t "ercent o0 "roject( re"orted t!at t!e) o00ered c!ildcare 0acilitie(. M/*4'$/ 5!1 '!i( mea(ure i( aimed at im"roving acce(( to learning. '!ere were 2.: "roject( in total and an average o0 1.4 bene0iciarie( on eac! "roject. Over two t!ird( o0 t!e(e bene0iciarie( = :C> were "reviou(l) unem"lo)ed. Eig!t) 0our "ercent com"leted t!eir cour(e and # C gained a "o(itive outcome & 42C were in work on leaving. %nder t!i( mea(ure :2C o0 t!e bene0iciarie( were working toward( a 7uali0ication and 3C !ad gained a 7uali0ication. It i( encouraging to note t!at #:C o0 t!e "roject( "rovided c!ildcare. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 2 C were 0rom an et!nic minorit) background and $C were di(abled. '!e "ercentage o0 0emale bene0iciarie( wa( ::C =alt!oug! "roject( 0ocu( on (u""ort to women8 it i( "o((ible 0or men to receive (u""ort8 0or eBam"le8 male trainer( or em"lo)er( w!o (u""ort 0amil) 0riendl) working "ractice(>.

4:

C*4/ S#'&, 2ew learning o""ortunitie( are being "rovided b) t!e 2ewground "roject8 at 4ornca(tle 3ollege8 wit! P$+8+++ ESF 0unding 0rom 9incoln(!ire and -utland 9earning and Skill( 3ouncil. '!e "roject i( aimed at encouraging women8 "articularl) mot!er( wit! )oung c!ildren8 to acce(( learning and enter t!e labour market. *e(igned b) t!e 4ornca(tle 9earning Partner(!i"8 t!e "roject i( delivered t!roug! a range o0 "artner( 0rom t!e voluntar) (ector8 !ealt! (ector8 local em"lo)er(8 adult education "rovider(8 Ea(t 9ind(e) *i(trict 3ouncil and local "rovider(. ,odular vocational training in area( (uc! a( ba(ic (kill( and t!e Euro"ean 3om"uter *riving 9icence8 i( u(ed to engage mot!er( in (tructured learning wit! a view to im"roving t!eir em"lo)ment "ro("ect( and building (el0&e(teem. 9ack o0 c!ildcare i( one o0 t!e main barrier( to learning 0or t!e "roject target grou". '!ere0ore t!e ke) element o0 t!e "roject i( it( 0ree crUc!e 0acilit) 0or mot!er( con(idering returning to t!e labour market8 or alread) in "art&time em"lo)ment. '!e "roject matc!e( timing( o0 cla((e( to "ublic tran("ort timetable( and o00er( taBi( and dial&a&ride to t!o(e unable to u(e "ublic tran("ort. It i( al(o meeting t!e need( o0 ot!er target grou"(8 (uc! a( an auti(tic learner. In addition8 t!e college i( targeting t!e local Bengali communit) and intend( to "rovide mobile cour(e( to outl)ing village(. '!e "roject (tarted in Aanuar) 2++4 and in t!e 0ir(t )ear 22 bene0iciarie( !ad ac!ieved a range o0 2L/ level 1 7uali0ication(.
P%0)(, F)/0& 5 M/*4'$/ 1 E+60%,+/"# G')&/0)"/4 18 38 58 6I S%()*0 I"(0'4)%" O-</(#)5/ 1!1 *"& 2!

M/*4'$/ 5!2 '!i( mea(ure 0ocu(e( on re(earc! relating to gender i((ue( and t!ere were a total o0 44 "roject(. ;ll bene0iciarie( were women. <!ere t!e et!nic and di(abilit) (tatu( o0 bene0iciarie( i( known8 1 C were 0rom et!nic minorit) background and 1:C were di(abled. 3!1!2 R/3)%"*0 $/6%$#4 -e"ort( on "rogramme "er0ormance in t!e Engli(! region( are given below. 3o&0inancing i( t!e main met!od o0 deliver) in "artner(!i" wit! t!e 3o& 0inancing Organi(ation( =3FO(>. '!e main 3FO( are t!e 9ocal 9earning and Skill( 3ouncil( =9S3(> and Aobcentre Plu(. Ot!er organi(ation( a""roved a( 3FO( in (ome region( include local aut!oritie(8 -egional *evelo"ment ;gencie( =-*;(>8 3onneBion( Partner(!i"( and Bu(ine(( 9ink. E*4# %7 E"30*"& 3o&0inancing wit!in t!e Ea(t o0 England wa( 0ull) im"lemented in 2++3. In addition to t!e (iB 9S3( and Aobcentre Plu(8 Bed0ord(!ire and E((eB 3ount) 3ouncil( and t!e Ea(t o0 England *evelo"ment ;genc) =EE*;> !ave
.+

received 3FO (tatu( and are working collaborativel) to en(ure t!at ke) target grou"( and activitie( identi0ied a( "art o0 t!e mid&term review are ac!ieved. '!e balance o0 remaining 0und(8 including additional P12m 0rom mid&term review "er0ormance 0unding wa( allocated to 3FO( in 2++48 including regional 9S3. 'otal commitment to 3FO( i( P14.m. ;ll twelve mea(ure( are 0ull) committed8 wit! ten mea(ure( =eBcluding 2.3 and ..2> over committed in line wit! national guideline(. 3ount) ("eci0ic co&0inancing "ro("ectu( launc!e( were !eld in Se"tember 2++48 wit! all 3FO( working toget!er to "rovide a co&ordinated a""roac! 0or "otential bidder(. In addition8 t!e regional 3FO(8 9S3 -egional O00ice8 EE*; and Aobcentre Plu( "roduced a regional "ro("ectu( to encourage (trategic deliver) o0 ke) regional activit) linked to revi(ed -egional Economic Strateg) and t!e ;dult Skill( Pilot. '!i( !a( included greater 0ocu( on ke) (ector( (uc! a(G con(truction8 c!ildcare8 !ealt! and (ocial care and t!e voluntar) and communit) (ector. It !a( al(o included greater 0ocu( on "rovi(ion o0 Skill( 0or 9i0e =Ba(ic Skill(> training. In addition8 Aobcentre Plu( !a( a""roved (iB count) ("eci0ic ca"acit) building "roject(8 aimed at "roviding greater (u""ort 0or t!e voluntar) and communit) (ector t!roug!out t!e region. E*4# M)&0*"&4 ;t t!e beginning o0 2++4 t!e Ea(t ,idland( Objective 3 -egional ,onitoring 3ommittee a""roved t!e 2++4 to 2++ 3o&Financing Plan( 0or all (even 3FO( o"erating in t!i( region. Following t!e mid&term review8 (u""lement( were added to all t!e(e "lan( to take into account o0 t!e revi(ion( to "rioritie( and to ("eci0) !ow t!e additional 0und( 0rom t!e Per0ormance -e(erve would be contracted. ; joint bidding E tendering round wa( underwa) at t!e (tart o0 2++4. ; 0urt!er round wa( launc!ed in October to u(e t!e additional 0und( 0rom t!e Per0ormance -e(erve8 under ("end 0rom eBi(ting "roject( and an element o0 over commitment to en(ure 0ull ("end o0 t!e "rogramme. ; ke) area o0 di00icult) in 2++4 !a( been t!e management o0 large 3FO ,ea(ure 9evel 3ontract(. '!e "re((ure o0 !olding tendering round( !a( dela)ed t!e (ubmi((ion o0 claim( 0or advance( and interim "a)ment( 0or (everal 3FO(. '!i( wa( eBacerbated b) t!e "roblem( wit! t!e 9S3 ,I ()(tem w!ic! !ave now been re(olved. '!e ESF Secretariat !a( worked wit! and encouraged 3FO( to draw down 0und( at t!e a""ro"riate time( and im"lemented ;ction Plan(8 w!ere a""ro"riate. '!e main co&0inanced activit) in 2++48 !a( been t!roug! t!e 2++3 to 2++. 3FO Plan(. 3FO( !ave re"orted di00icultie( in letting tender( due to t!e general "oor 7ualit) o0 a""lication( (ubmitted8 w!ic! !a( led to re&tendering. ;t t!eir own in(tigation and co(t8 t!e 3FO( commi((ioned an evaluation o0 t!e la(t tendering round. '!e re"ort made a number o0 recommendation( t!at will be taken 0orward in t!e current tendering round. '!e Secretariat !a( continued 7uarterl) monitoring o0 3FO( and com"leted t!e (econd round o0 ;nnual -eview( in ;ugu(t E Se"tember 2++4. In addition to com"l)ing wit! t!e 3o&Financing 3on(olidated 1uidance8 monitoring alwa)( include( vi(it( to 3FO "roject(. '!i( !a( "rovided a real in(ig!t to t!e
.1

e00ectivene(( o0 co&0inancing and al(o t!e im"act o0 ESF wit!in t!e region. Following eac! vi(it8 a re"ort i( com"iled8 including "!otogra"!( o0 "roject(8 w!ic! can t!en be u(ed 0or "ublicit) "ur"o(e(. In0ormation on 3FO "er0ormance in term( o0 ("end and deliver) o0 outcome( i( (ubmitted to t!e -egional ,onitoring 3ommittee 7uarterl). N%$#2 E*4# Over :.C o0 available Programme re(ource !a( now been allocated to 0ive 3FO( =0our 9S3( and Aobcentre Plu(>. '!i( re"re(ented a (igni0icant c!ange to "reviou( )ear( w!en alternative bidding wa( t!e major met!od o0 deliver). '!e -egional *evelo"ment Plan wa( al(o u"dated to re0lect t!e modi0ication( to t!e England O"erational Programme at t!e mid&term review and now "rovide( an increa(ed 0ocu( on !el"ing "eo"le w!o are economicall) inactive b) im"roving t!eir em"lo)abilit) and (kill(. It al(o aim( to (u""ort t!e -egional Skill( Partner(!i" 0or t!e 2ort! Ea(t b) accelerating t!e demand 0or !ig!er level (kill( in bu(ine((e(. 3FO( are monitored 7uarterl) under t!e ;rticle 4 arrangement( and t!e 0ir(t annual review o0 3FO( wa( undertaken in ,arc!. 9ate(t 0igure( 0rom com"leted and a""roved Project 3lo(ure -e"ort( indicate t!at u" to 2ovember8 1 +8+++ "eo"le !ad bene0ited 0rom Objective 3 and over 1.8+++ unem"lo)ed bene0iciarie( ad 0ound em"lo)ment. N%$#2 A/4# 2++4 wa( t!e 0ir(t 0ull )ear o0 co&0inancing in t!e 2ort! <e(t wit! around :+C o0 t!e available budget being co&0inanced. ;( a con(e7uence ju(t one alternative bidding round wa( !eld in t!e )ear 0or "roject( running between Aanuar) 2++4 and Aune 2++.. '!i( re"re(ented a (igni0icant de"arture 0rom "reviou( "ractice in t!at t!e round wa( re(tricted to activit) 0alling out(ide t!e remit o0 3FO( =. 9ocal 9earning and Skill( 3ouncil( and Aobcentre Plu(> & identi0ied a( !ig!er&level (kill( at 2L/ 9evel 4 =or e7uivalent> and above. '!e eBce"tion( to t!i( were ,ea(ure( 2.3 and ..2 w!ic! were not covered b) an) 3FO and t!ere0ore o"en to alternative 0or all a""ro"riate activit) "rior to t!e mid&term review adju(tment(. In addition ,ea(ure( 1.1 and 2.1 were w!oll) co&0inanced. ;0ter a relativel) (low (tart on co&0inancing real "rogre(( i( now being made. '!e 9earning and Skill( 3ouncil( are into t!eir (econd round o0 co&0inancing "lan( and Aobcentre Plu( became a 3FO 0rom Aanuar). '!e 1overnment O00ice !a( develo"ed a Service 9evel ;greement (etting&out eB"ectation( 0rom all "artie( 0or delivering co&0inancing in t!e 2ort! <e(t. Ot!er region( !ave eB"re((ed intere(t in t!i( a""roac!. ,ea(ure ..2 re0lected national trend( in t!e region and con(i(tentl) under& "er0ormed. '!e 2ort! <e(t !a( !eld o"en bidding round( 0or t!e ,ea(ure w!ic! "roved e00ective and (ome 1: "roject( to a value o0 a""roBimatel) P1.$m were (ucce((0ul under t!e(e arrangement(. '!e 1overnment O00ice received P1 m o0 "er0ormance re(erve 0unding and decided to u(e (ome o0 t!i( additional re(ource 0or innovative activit) !aving
.2

region&wide im"act. ;( a con(e7uence over P m i( being allocated to a regional 9S3 team 0or a "roject develo"ed in conjunction wit! t!e 2ort! <e(t *evelo"ment ;genc). Funding will be a""lied to meet t!e identi0ied (kill( need( o0 em"lo)er( wit!in ke) (ector( w!il(t at t!e (ame time "roviding bene0iciarie( wit! t!e o""ortunit) to develo" job&related (kill(. '!ere will be a (trong em"!a(i( on develo"ing demand&led "rovi(ion to addre(( t!e ke) government target( and objective( concerning work0orce (kill(. '!e 9S3 will work in conjunction wit! 9ocal Skill( Partner(!i"(8 Bu(ine(( Skill( 2ort! <e(t8 Sector Skill( 3ouncil( and Sector Skill( Productivit) ;lliance(. S%'#2 E*4# '!e "rogramme in t!e region !a( been de(igned to (u""ort u"(killing and bu(ine(( (tart u" given t!e low !eadline rate o0 unem"lo)ment in t!e region. '!i( (u""ort( t!e deci(ion to receive 2+C rat!er t!an t!e norm o0 1+C budget allocation in Polic) 0ield 4. 4owever at t!e (ame time t!e budget !a( been 0ull) committed in Polic) 0ield 2. '!i( illu(trate( t!e demand to (u""ort t!o(e individual( (u00ering eBclu(ion 0rom t!e labour market "articularl) in "ocket( o0 di(advantage in t!e region and ju(ti0ie( t!e deci(ion to allocate a 0ull .C to t!e 1lobal 1rant( "rogramme. 'ec!nical a((i(tance =';> !a( been made available to t!e FE8 4E8 and Loluntar) (ector( to (u""ort t!e "rogramme in t!e region in t!e area( (et out in t!e England O"erational Programme. In addition '; i( 0unding an ESF -egional co&ordinator 0or t!e (iB 9earning and Skill( 3ouncil( '!e 1overnment O00ice ran a 0urt!er 3o&0inancing round wit! t!e (iB 9earning and Skill( 3ouncil( in t!e region in t!o(e mea(ure( w!ere 0unding remained to commit 0urt!er re(ource( in t!e "eriod 2++.&#. ;( a re(ult a 0urt!er P13 million wa( a""roved 0or (u""lement( to t!e 3o&0inancing "lan( a""roved in 2++3 0or w!ic! P million wa( a""roved in Aul) 2++3. Aobcentre "lu( did not (eek 0urt!er 3o&0inancing 0und( in 2++4 but P. million !a( been re(erved 0or a 0urt!er round in 2++.. '!e dela) !a( enabled Aobcentre Plu( to conduct a review o0 t!eir 0ir(t round o0 3o&0inancing w!ere contract( did not begin until Aanuar) 2++4. '!e review !a( been generall) "o(itive and it i( antici"ated t!at Aobcentre Plu( will run a 0urt!er tendering round in ("ring 2++. to allocate t!e 0und(. '!e Sout! Ea(t o0 England *evelo"ment ;genc) =SEE*;> t!e t!ird 3FO in t!e region !a( encountered (ome "roblem( in identi0)ing (u00icient matc! 0unding 0or t!e P12 million o0 ESF allocated in t!e "eriod 2++4& . ;ction i( being taken to re(olve t!e(e "roblem( (o t!at 0unding can be 0ull) committed in 2++.. Initial "roblem( wit! t!e tagging o0 matc! 0unded bene0iciarie( (lowed t!e momentum o0 3o&0inancing and cau(ed dela)( in evidencing interim claim( b) t!e 9earning and Skill( 3ouncil(. 4owever t!e(e "roblem( !ave been re(olved and t!e 0low o0 claim( !a( im"roved8 (o t!at 3o&0inancing i( now making a 0ull contribution to t!e Sout! Ea(t meeting it( de&commitment target( on ("end. 3FO( are con(idering t!e demand (ide o0 t!e econom) b) 0ocu(ing training intervention( on t!e need( o0 em"lo)er( w!ere t!ere are job vacancie(. '!i(
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include( t!e work o0 t!e work0orce (kill( "ilot looking at o""ortunitie( e.g. in con(truction8 care and retail (ector(. In 2ovember a 0urt!er alternative bidding round wa( commi((ioned to (u""ort "roject( in t!e "eriod 2++.&+#8 in a limited number o0 "olic) 0ield mea(ure( w!ere 0unding remained. ;ctivitie( to be (u""orted will be t!o(e not covered b) an) 3FO ("eci0ication( in t!e (ame "eriod. -egional guidance wa( i((ued8 including indicative activitie( t!at t!e regional 3ommittee "articularl) wanted to (u""ort to addre(( identi0ied ga"( in activit)8 including ("eci0ied target grou"( and geogra"!ical area(. S%'#2 A/4# *uring 2++48 t!e 1overnment O00ice called two regional alternative bidding round(. '!e -egional 3ommittee con(idered #3 "roject a""lication( and a""roved 4. wit! a total ESF ("end o0 P1+.. million. '!e main(treaming o0 co&0inancing wa( (u(tained during 2++4 and two 3FO bidding round( took "lace. '!e -egional 3ommittee a""roved a total ESF ("end o0 P3:.. million8 o0 w!ic! P $38+++ wa( a""roved 0or a joint 9S3 regional bid. *uring t!e (econd !al0 o0 t!e )ear8 an agreement wa( reac!ed between t!e 1overnment O00ice8 t!e -egional 3ommittee and t!e 3FO( to move t!e (econd !al0 o0 t!e "rogramme 0orward more (trategicall). 3on(e7uentl)8 t!e 1overnment O00ice worked wit! t!e (iB 9earning and Skill( 3ouncil( to develo" a -egional 9S3 Plan covering Pre E2E and Skill( 0or 9i0e activitie(. '!e(e two t!eme( were agreed a( ke) area( o0 need in all 9S3 (ub&regional area(. '!i( "lan !a( t!e advantage o0 not onl) delivering ESF more (trategicall)8 but !a( re(ulted in a (ingle tendering and a""rai(al "roce(( 0or all 9earning and Skill( 3ouncil( w!ic! will be bene0icial to "rovider(. In t!e latter "art o0 t!e )ear8 t!e -egional 9S3 Plan wa( 0urt!er develo"ed to take into account t!e (trategic aim( o0 Aobcentre Plu(. ;lt!oug! at an earl) (tage8 it i( antici"ated t!at b) earl) 2++. a -egional Strategic Plan encom"a((ing all (iB 9earning and Skill( 3ouncil( and Aobcentre Plu( will be in "lace. In0ormation on emerging trend( gat!ered 0rom a 2++4 (kill( re"ort8 indicate( t!at an im"ortant 0eature o0 0uture demand 0or (kill( in t!e region will be t!e im"act o0 re"lacement demand needed to 0ill low to intermediate level em"lo)ment. '!e re"ort al(o 0ind( t!at de("ite t!e overall "icture o0 a well& 7uali0ied work0orce8 evidence (ugge(t( t!at a (igni0icant "ro"ortion o0 t!e adult "o"ulation in t!e region lack (kill( 0or li0e8 (ome 22..C wit! below level 2 numerac) or literac). '!e 1overnment O00ice work( wit! ke) (take!older( including t!e Sout! <e(t Enter"ri(e and Skill( ;lliance =S<ES;>8 to en(ure a 0air di(tribution o0 ESF 0unding. Following t!e "ublication o0 t!e mid&term evaluation 0inding( and t!o(e o0 a Sout! <e(t -egional Strateg) -eview8 t!e -egional *evelo"ment Plan wa( amended to (!ow !ow t!e Objective 3 "rogramme would "rovide t!e (trategic alignment needed to en(ure ESF (u""ort i( directed toward( addre((ing ke) regional i((ue(.
.4

B) "lacing t!e 0ocu( o0 0uture ESF (u""ort on !el"ing t!e economicall) inactive target grou"8 im"roving ba(ic (kill( and in rai(ing demand 0or and develo"ing management and leader(!i" (kill(8 t!e S< "rogramme !o"e( al(o to addre(( t!e i((ue( o0 (kill( demand and (u""l) !ig!lig!ted wit!in t!e (kill( re"ort. 'o bene0it bot! t!e "o"ulation and labour (u""l) and t!ereb) t!e econom) o0 t!e region8 (ince 2ovember 2++4 bot! co&0inanced and alternative bidding a""lication( !ave been re7uired to demon(trate link( wit! S<ES; "rioritie(. A/4# M)&0*"&4 In t!e 0ir(t 7uarter o0 2++48 -egional 9S3( were created and t!e 1overnment O00ice received a "ro"o(al 0rom 4ere0ord(!ire K <orce(ter(!ire 9S3 to lead on a -egional 3FO Plan to cover t!e "eriod o0 Aanuar) 2++. to *ecember 2++#. '!i( "ro"o(al o0 introducing a "an -egional 9S3 3o&Financing Plan would be t!e 0ir(t (te" toward( moving t!e <e(t ,idland( ESF Objective 3 Programme to 1++C 3o&0inancing. '!i( conce"t wa( "re(ented to *<P and t!e 3ommi((ion at a *<P ESF Senior ,anager( awa) da). ; ma""ing eBerci(e wa( carried out b) t!e 1overnment O00ice to en(ure t!at all t!e new target grou"( and activitie( identi0ied in t!e new -*P would be covered. L%"&%" ;ll but a 0ew alternative deliver) "roject( ended t!eir activit) during 2++4 and 0rom 2++. all ESF will be delivered via 3FO(. Su""ort 0or t!e (econd !al0 o0 t!e "rogramme wa( e(tabli(!ed t!roug! t!e Objective 3 Su""ort and ;dvi(or) 1rou" endor(ing a 0urt!er P132 million 0or 3FO(N new "!a(e "rogramme( covering 2++.&+#. '!i( new 0unding wa( launc!ed b) t!e 1overnment O00ice t!roug! a "re(entation b) a (election o0 3FO( to an audience o0 (ta00 0rom acro(( t!e 1overnment O00ice and "artner( during t!e (ummer to demon(trate t!e bene0it( o0 3o&0inancing. '!e main "ur"o(e o0 t!i( lunc!time lecture wa( to adverti(e t!e u"coming tendering round( to 1overnment O00ice colleague( (o t!e) could alert t!eir (take!older( to t!e availabilit) o0 ESF. In "articular t!e 1overnment O00ice wanted to "romote joint working wit! 2eig!bour!ood -enewal colleague( to target area( o0 greate(t need. ;dditionall) a Nroad ma"N wa( al(o e(tabli(!ed on t!e web(ite8 (ign"o(ting a""licant( toward( all t!e nece((ar) in0ormation t!e) re7uired to make a (ucce((0ul a""lication under t!e 3o&0inancing ()(tem. 1uidance on "re"aring 3o&0inancing Plan( 0or t!e 2++.&+# "eriod wa( i((ued to 3FO( during ,a). ;( a re(ult t!e majorit) o0 3FO( began to receive a""lication( tendering 0or ESF 0unding in t!e late (ummer8 e((entiall) (u""orting t!e economicall) inactive. 3FO( received a (ub(tantial !ig! 7ualit) re("on(e 0rom "rovider(. ;n additional P2. million wa( allocated 0rom England@( (!are o0 t!e Per0ormance -e(erve.'!i( wa( inve(ted t!roug! 3FO( (u""orting 0urt!er innovative "roject( "roviding a((i(tance to (ociall) eBcluded grou"(. '!i(
..

ac!ievement wa( 0urt!er demon(trated on 2. 2ovember w!en Parliamentar) %nder Secretar) o0 State 0or <ork at t!e *e"artment 0or <ork and Pen(ion(8 3!ri( Pond vi(ited a "roject a((i(ting bene0iciarie( on Inca"acit) Bene0it8 to "ublici(e t!e allocation o0 t!e Per0ormance -e(erve to t!e Objective 3 "rogramme. '!e Pan 9ondon 9earning and Skill( 3ouncil =9S3> "rogramme wa( launc!ed in ,a) a( a re(ult o0 t!e . 9ondon 9S3( !aving "ooled an additional P33 million ESF 0or a "an&9ondon tendering round. '!i( "rovided a uni7ue o""ortunit) 0or a !armoni(ed a""roac! to deliver e((ential (kill(8 in "articular to t!e (ociall) di(advantaged acro(( t!e w!ole region. %$.42)$/ *"& #2/ H'+-/$ 3o& Financing !a( now been 0ull) and (ucce((0ull) im"lemented wit!in t!e region. It i( eB"ected t!at t!e 9S3( in "articular will !ave committed all t!eir allocation( to "roject( b) t!e end o0 2++.. %nder ca"acit) in one o0 t!e (ub&regional 3FO( wa( addre((ed b) 1overnment O00ice running an alternative bidding round in "artner(!i" wit! t!e 3FO. '!i( wa( ver) (ucce((0ul and enabled t!e 3FO to concentrate on tendering a 0inal round to (u""ort "roject( 0rom ;"ril +. to ,arc! +# and u(e t!e o""ortunit) to build ca"acit) wit!in t!e (ub&region. 3!3 P/$7%$+*"(/ R/4/$5/ 9a(t )ear@( ;nnual Im"lementation -e"ort re"orted on t!e a((e((ment o0 t!e England Objective 3 "er0ormance re(erve. ; 3ommi((ion *eci(ion o0 23 ,arc! 2++4 con0irmed t!e allocation o0 t!e "er0ormance re(erve to t!e England Objective 3 "rogramme a( 0ollow(6

P$)%$)#, 1. ;ctive 9abour ,arket Polic) 2. E7ual O""ortunitie( and Social Inclu(ion 3. 9i0elong 9earning 4. ;da"tabilit) K Entre"reneur(!i" T%#*0

A+%'"# I4:843 8433 I4$8$128... I..813$8.#+ I2.8+138 $1 E1?@84018239

'!e "er0ormance re(erve wa( integrated into t!e "rogramme 0inancial table( at t!e mid&term review. '!e(e 0inancial table( were ado"ted b) t!e 3ommi((ion *eci(ion o0 $ 2ovember 2++4. 3!4 G0%-*0 G$*"#4 1lobal 1rant( are being im"lemented in line wit! ;rticle 4.2 o0 -egulation 12 2E:: and "aragra"! 4.1.: o0 t!e 3ommunit) Su""ort Framework 0or 1reat Britain. 1lobal 1rant( are (mall grant( =u" to P1+8+++> made to organi(ation( or individual( at a local level to !el" move "eo"le clo(er to t!e labour market
.

in line wit! 1lobal 1rant( guidance. Funding i( made available via ESF Intermediar) Bodie( =IB(> at a local level. ;( at t!e end o0 Februar) 2++. t!ere were 3# IB( in England and t!at P11.: million !a( been ("ent on 1lobal 1rant(. '!e guidance i((ued b) ESF *ivi(ion =ESF*> in t!e *e"artment o0 <ork and Pen(ion( (tate( t!at 1lobal 1rant( (!ould build on t!e eB"erience o0 %? and Euro"ean initiative( wit! (imilar objective(8 including ESF ;rticle 9ocal Social 3a"ital "roject(. It al(o em"!a(i(e( t!e im"ortance o0 0ocu(ing activitie( on t!e area( o0 de"rivation identi0ied in t!e 2ational 2eig!bour!ood -enewal Strateg). Furt!er to earlier review( ESF 1lobal 1rant( guidance =ver(ion 4> wa( u"dated and i((ued to 1overnment O00ice( and Intermediar) Bodie( in *ecember 2++4. '!e main c!ange in t!e guidance wa( to take account o0 t!e u"dated Interactive ;""lication Form =Ler(ion 12> introduced in 2++4. ; co") o0 t!e guidance i( available on t!e ESF web(ite at www.e(0.gov.uk. ; new national level evaluation "roject i( being undertaken to eBamine t!e e00ectivene(( o0 1lobal 1rant( a( a mec!ani(m 0or !el"ing "eo"le 0rom di(advantaged communitie( or grou"( move clo(er to t!e labour market. '!e objective( include t!e eBamination and im"lementation in eac! 1overnment O00ice region8 t!e di00erent t)"e( o0 1lobal 1rant "rovi(ion available and t!e (urrounding i((ue( o0 im"act8 added value and ca"acit) building. '!e evaluation will al(o "rovide eBam"le( o0 good "ractice. '!e "roject commenced in Se"tember 2++4 and will be com"leted b) (ummer 2++.. -e(ult( 0rom Intermediar) Bod) interview( (o 0ar !ave been ver) "o(itive. ;ll (aid t!at 1lobal 1rant( !ad been (ucce((0ul in making re(ource( available to (mall organi(ation(. O0 "articular im"ortance !a( been6 t!e (im"licit) o0 t!e a""lication "roce(( 0or bene0iciarie(G t!e Slig!t touc!T monitoring and admini(tration work 0or bene0iciarie(G ea(e o0 acce(( and t!e (!ort time(cale to (tarting t!e "rogramme.

R/3)%"*0 P$%3$/44 '!e "attern o0 Intermediar) Bod) coverage varie( and include( count) and di(trict level o"eration(. '!e number o0 Intermediar) Bodie( in eac! region varie( 0rom one to ten. In0ormation on action taken in t!e region( i( "rovided below. E*4# %7 E"30*"& 1lobal 1rant( !ave been 0ull) im"lemented wit!in t!e region. SiB IB( !ave been a""roved8 one "er count) and activit) commenced t!roug!out t!e region in 2++1. ; total o0 $1# grant( !ave been i((ued to 31 *ecember 2++4 wit! a total value o0 P..1mllion. O0 t!e(e8 2+# were i((ued in 2++4 wit! a total value o0 P1.4million and an average value o0 P 8# : "er grant. ;ll (iB Intermediar) Bodie( !ave (et a minimum level o0 grant o0 P.++8 wit! a
.#

maBimum o0 P1+8+++ in line wit! national guidance. O0 t!e (iB Intermediar) Bodie(8 t!ree are 0rom t!e voluntar) (ectorG two are local aut!oritie( and one i( a 9earning and Skill( 3ouncil =working in conjunction wit! two voluntar) (ector organi(ation(>. '!e majorit) o0 global grant a""licant( are new to ESF and a (mall number !ave "rogre((ed to acce(( and deliver co&0inanced activit). ;ll (iB Intermediar) Bodie( !ave been re&contracted to continue wit! deliver) o0 global grant activit) to 31 (t *ecember 2++ 8 wit! "lan( to eBtend t!e(e contract( to 31 (t *ecember 2++#8 in line wit! co&0inanced activit). '!e main "roblem wit! managing and delivering global grant activit) e00ectivel) wit!in t!e region continue( to relate to t!e "rovi(ion and lack o0 0leBibilit) o0 matc! 0unding. ,atc! 0unding i( largel) tied to ("eci0ic geogra"!ical area( or target grou"(8 In addition t!ere are generall) re(triction( "laced on t!e Intermediar) Bod) in relation to ("ending grant wit!in ("eci0ic 0inancial )ear(. E*4# M)&0*"&4 In t!e Ea(t ,idland(8 1lobal 1rant( are di("er(ed t!roug! t!e 3atal)(t Programme8 de(igned to build 9ocal Social 3a"ital and o"erating in de0ined area( acro(( t!e region. '!e "rogramme wa( "iloted in ("eci0ic location( during 2++1 J 2++28 but i( currentl) being eBtended acro(( t!e region. '!e "rogramme i( run t!roug! an o"erational "artner(!i" between 3EFE' and local 3ommunit) Foundation(. 3atal)(t work( wit! a variet) o0 "artner( and i( al(o (teered b) t!e -egional 3atal)(t Partner(!i"8 on w!ic! all related regional organi(ation( !old a (eat8 including E21;1E8 LOI3E8 1O&E,8 E,*;8 t!e -egional ;((embl) and ot!er(. P!a(e 4 o0 t!e 3atal)(t "roject i( delivered to (iB communitie( in t!e Ea(t ,idland(. 2egotiation( are taking "lace wit! Black and ,inorit) Et!nic grou"( and 9eice(ter 3it) 3ouncil to eBtend activit) to an additional 0our communitie( in 2++.. Since 2++1 t!e 3atal)(t "roject !a( !el"ed 22. "roject( to acce(( ESF8 =w!ere t!e) would not normall) !ave !ad t!e ca"acit) to do (o>8 and develo" t!e (kill( and con0idence to go on to acce(( 0urt!er main(tream 0unding a0ter 3atal)(t & '!e 3atal)(t model give( control to re(ident( 0rom t!e target communit) over !ow t!e mone) will be allocated in eac! area. '!i( take( "lace t!roug! t!e 0ormation and training o0 3ommunit) Selection Panel( =3SP(>8 w!ic! are made u" o0 local re(ident( drawn 0rom t!e target communit). '!e develo"ment o0 3SP( i( t!ere0ore t!e 0ir(t "roject in eac! area8 de(igned to increa(e local (ocial ca"ital8 w!ic! lie( at t!e centre o0 t!e (ucce(( o0 t!e "rogramme. N%$#2 E*4# '!e 0our organi(ation( a""roved a( Intermediar) Bodie( in 2++3 continued to deliver 1lobal 1rant( in 2++4. '!e(e were 2ort!umberland 3ount) 3ouncil8 Sout! ')ne(ide ,etro"olitan Boroug! 3ouncil =,B3>8 3ount) *ur!am 3ommunit) Foundation and 'ee( Lalle) Aoint Strateg) %nit. 2ort!umberland 3ount) 3ouncil a""roved 1$+ a""lication( 0or (u""ort. '!e
.$

average grant "aid to a""licant( wa( P3 #. 1rant( range 0rom P2+ "roviding acce(( to training to P18+++ w!ic! contributed to driving in(tructor training and led directl) into em"lo)ment. ;""roBimatel) 2.+ bene0iciarie( !ave been !el"ed b) Sout! ')ne(ide ,B3. 1rant( were u(ed 0or a variet) o0 "ur"o(e( including6 welding training8 3orgi ga( training8 clot!ing 0or interview8 travel "a((e(8 (a0et) training8 tool(8 and (ca00olding training etc. In 'ee( Lalle) t!e 1lobal 1rant( (c!eme wa( launc!ed late in 2++3 but !a( "roved to be ver) (ucce((0ul. 'otal ("end 0or t!e "roject ended in ,arc! 2++4 wa( P13+8+++ wit! 2+$ grant( awarded 0or a variet) o0 training cour(e( including Sage accounting8 nail care and o00(!ore (urvival training. ; total o0 .$ grant( !ave been made b) t!e 3ount) *ur!am Foundation wit! an average grant (i5e o0 P1+$.. 1rant (i5e range( 0rom P4. to bu) a uni0orm 0or a catering cour(e8 to P.8+++ to 0und to train $ volunteer( in a 12 Ste"( *)namic( Programme to enable t!em to deliver a (el0&!el" re!abilitation "rogramme8 ba(ed on t!e "rogramme o00ered b) ;lco!olic( ;non)mou(8 t!at include element( o0 coun(elling and deliver( a (trategic a""roac! to addiction recover). N%$#2 A/4# 1lobal 1rant( are admini(tered via 0our Intermediar) Bodie(8 one 0or eac! 3ount)6 3!e(!ire8 3umbria8 9anca(!ire and 1reater ,anc!e(ter. 1lobal 1rant( are a valuable mec!ani(m 0or allowing acce(( to ESF 0und( 0or t!o(e w!o would not normall) be able to do (o and intere(t !a( continued to grow. ;n allocation o0 2C o0 t!e budget =P +8+++ "er annum> i( re(erved 0or 1lobal 1rant( and di(tributed to t!e Intermediar) Bodie( on a "er ca"ita ba(i(. '!e main "roblem encountered !a( been t!e inabilit) o0 Intermediar) Bodie(8 "articularl) communit)&ba(ed organi(ation(8 to attract matc! 0unding in (ome "art( o0 t!e region. S%'#2 E*4# ; 0urt!er P4.1 million !a( been committed to t!e1+ 1lobal 1rant( Intermediar) Bodie( in t!e region in t!e "eriod 2++4& . '!e 1overnment O00ice conducted two& da) (eminar( wit! re"re(entative( 0rom eac! o0 t!e 1lobal 1rant( IB( in order to di(cu(( "rogre(( re"ort( and eligibilit) o0 "roject activitie( and matc! 0unding i((ue(. 1lobal 1rant( "la) a ke) role in a generall) "ro("erou( region wit! a low !eadline rate o0 unem"lo)ment8 b) 0ocu((ing on t!e need( o0 grou"( and individual( at (ome di(tance 0rom t!e labour market. 3on(ideration !a( al(o been given to !ow 1lobal 1rant reci"ient( can be a((i(ted to "rogre(( to 0urt!er (ource( o0 main(tream ESF in a 0uture "rogramme. S%'#2 A/4# Promotion o0 t!e 1lobal 1rant( "rogramme t!roug! bot! regional and local event( and "ublication( !a( led to an increa(e in t!e number o0 organi(ation( o"erating a( Intermediar) Bodie( and 0urt!er 1lobal 1rant activit). Since t!e
.:

im"lementation o0 t!e "rogramme in Aanuar) 2++1 a total o0 #1 grant( !ave been awarded to individual( and communit) grou"( wit! a total value o0 P1.2 million. 3ommitted eB"enditure to date amount( to P2. million8 wit! "roject activit) continuing to *ecember 2++#. ;lt!oug! take u" o0 t!e "rogramme b) bot! organi(ation( acting a( Intermediar) Bodie( and bene0iciarie( wa( (lower t!an antici"ated at 0ir(t8 intere(t and "artici"ation !a( grown wit! increa(ed awarene(( o0 t!e bene0it( t!e "rogramme can bring. '!ere are currentl) (even Intermediar) Bodie( w!o are activeG t!e(e are made u" o0 0ive communit) and voluntar) (ector organi(ation(8 a college and a local aut!orit). '!e continuation o0 7uarterl) "ractitioner( meeting( !a( contributed to t!e e00ective management o0 t!e "rogramme b) "roviding a 0orum w!ere knowledge8 in0ormation and good "ractice i( eBc!anged. '!e ke) i((ue 0or t!e 1overnment O00ice continue( to be 0ull coverage 0or all di(advantaged grou"( in t!e region a( available matc! 0unding !a( "laced re(triction( on t!e t)"e and geogra"!) o0 "roject(. A/4# M)&0*"&4 ; total o0 P2.1$ million o0 grant !a( been allocated under ,ea(ure 2.2 to "rovide grant (u""ort to ten Intermediar) Bodie(. ; 0urt!er P$.+8+++ i( available to bring t!e total allocation to .C o0 t!e mea(ure. '!e 1overnment O00ice will be contacting all current Intermediar) Bodie( to (ee i0 t!e) can take u" 0urt!er re(ource. L%"&%" In 9ondon t!ere continue( to be one Intermediar) Bod) 0or 1lobal 1rant( covering t!e w!ole o0 9ondon & 1reater 9ondon Enter"ri(e =19E>. '!e "rogramme i( regionall) branded a( Fa(t Forward 1rant(. 19E launc!ed anot!er a""lication round in ;"ril 2++48 w!ic! again attracted a !ig! number o0 bid( =1821$> but due to a (igni0icant reduction in matc! 0unding8 t!e 2++4&+. "rogramme i( (omew!at (maller t!an t!o(e o0 t!e "reviou( two )ear(. '!e total "rogramme value i( P2..m8 o0 w!ic! ESF make( u" P1.1m J around 1.$2C o0 9ondonN( Objective 3 0und( 0or 2++4. ;ltoget!er t!i( 0unding !a( (o 0ar allowed 214 grant( to be awarded8 com"ared to 311 in 2++3&+4 and 2:: in 2++2&+3. '!e 2++4&+. "rogramme incor"orate( 0or t!e 0ir(t time a (mall (ub& "rogramme8 branded a( 9iving&9earning 1rant( and matc! 0unded at P24+8+++ "er )ear 0or two )ear( 0rom t!e 9S3 <idening ;dult Partici"ation ;ction Fund. '!i( 0und eBi(t( to (u""ort communit) ba(ed non&traditional adult learning. In all 4+ o0 t!e 214 1lobal 1rant( "roject( (u""orted t!roug! t!e 2++4&+. "rogramme are 9iving&9earning "roject(. '!e (ub&"rogramme i( eB"ected to "rovide an intere(ting and valuable contra(t wit! Fa(t Forward8 w!ic! will a((i(t wit! evaluation. %$.42)$/ *"& #2/ H'+-/$ '!e 1overnment O00ice continued wit! t!ree (ub&regional Intermediar) Bodie( di(tributing 1lobal 1rant(. Per0ormance !a( been miBed8 wit! two (ub
+

region( declaring under ("end(. 1lobal 1rant( "rovi(ion in 4umber(ide delivered b) 4umber(ide 9earning 3on(ortium =493> !a( been ver) (ucce((0ul wit! almo(t all o0 t!e allocated re(ource =a total o0 P$+28+++> being u(ed to 0und #+ eligible activitie(8 o00ering a((i(tance to (ome 18. : "artici"ant(. '!i( included 3++ "eo"le attending a certi0ied cour(e8 :2 "eo"le enrolling into FE8 13+ (tarting voluntar) work and :: "eo"le 0inding "aid em"lo)ment. 493 (ucce((0ull) re&a""lied to continue in t!eir role a( an IB 0rom Se"tember 2++4 to ,arc! 2++# wit! a total 0und o0 P1.2million =including matc!>. In 2ort! Hork(!ire 1lobal 1rant( are di(tributed b) Hork and 2ort! Hork(!ire 3ommunit) Foundation =H2H3F> and ju(t ten "roject( !ave been (u""orted leading to an antici"ated under ("end. 4owever8 mo(t o0 t!e earlier "rocedural "roblem( are now re(olved and it i( likel) t!at H2H3F will be able to (ecure 0urt!er matc! 0unding to enable it to continue a( an Intermediar) Bod) to t!e end o0 t!e "rogramme. '!e Fair Pla) 3on(ortium !a( acted a( Intermediar) Bod) in <e(t Hork(!ire but t!e "er0ormance o0 1lobal 1rant( !a( been !indered b) t!e lack o0 commitment 0rom major "la)er(. *e("ite t!i( di00icult) t!e IB !a( managed to commit P1million o0 grant (u""orting 12# "roject(. '!e Fair Pla) 3on(ortium !a( decided t!at it doe( not want to continue a( an Intermediar) Bod). '!e 1overnment O00ice !a( i((ued a 0re(! invitation to tender 0or t!e role o0 <e(t Hork(!ire Intermediar) Bod) and i( activel) working to convince major "la)er( to commit to t!e nece((ar) matc! 0unding. C*4/ S#'&, In ;"ril 2++4 t!e 9ondon Bu( '!eatre 3om"an) a""lied 0or a grant o0 P$8+++ to carr) out (iB work(!o"( on job interview tec!ni7ue( and con0idence building 0or )oung "eo"le w!o are not in em"lo)ment8 education or training. '!e )oung "eo"le included tagged o00ender(8 t!o(e eBcluded 0rom (c!ool and ot!er( w!o were unem"lo)ed. Partici"ant( were taug!t about voice8 "o(ture8 "re(enting "o(itivel) 0or interview( and !ow to relea(e nervou( energ). *rama game( encouraged interaction and 0ocu(. Funding wa( "rovided to cover co(t( including "ublici(ing t!e work(!o"( and re!ear(al time. ,ore t!an 3++ )oung "eo"le took "art in t!e "roject8 and 0eedback wa( overw!elmingl) "o(itive8 wit! 0our out o0 0ive (a)ing t!at t!e (kill( t!e) !ad learnt would !el" t!em gain em"lo)ment. '!e grant encouraged t!e 9ondon Bu( '!eatre 3om"an) to work in "artner(!i" wit! 3onneBion(8 local college(8 t!e media and a local training "rovider J 3!elm(0ord 'raining Service(.
P%0)(, F)/0& 2I M/*4'$/ 2! E+60%,+/"# G')&/0)"/4 4 *"& ?! S%()*0 I"(0'4)%" O-</(#)5/ 1!2 *"& 2

3!5 N*#)%"*0 P$%</(#4 '!e majorit) o0 Objective 3 ESF (u""ort in England i( delivered regionall) but t!e England ,onitoring 3ommittee agreed t!at "art o0 t!e "rogramme budget
1

could be made available 0or "roject( w!ic! would mo(t a""ro"riatel) be delivered at a national level. '!irt) 0ive "roject( w!ic! were a""roved at t!e beginning o0 2++2 reac!ed com"letion at t!e end o0 2++4. ; bidding round 0or "roject( to o"erate in t!e 2++.&2++ "eriod wa( launc!ed on 14 Aune and clo(ed on 12 ;ugu(t 2++4. -e(ource( were o00ered in ten o0 t!e Objective 3 mea(ure( wit! nearl) P3+m o0 ESF being available. : a""lication( were received 0rom 44 organi(ation(. '!ere wa( (ome variation in t!e level o0 intere(t in t!e variou( mea(ure(. Four mea(ure( received a""lication( 0or le(( t!an t!e available amount but (iB were over&(ub(cribed8 wit! ,ea(ure( 2.28 3.1 and 3.2 being t!e mo(t com"etitive. ; (coring "anel wa( !eld in mid Se"tember wit! ranked li(t( o0 (core( b) mea(ure being tabled at a meeting o0 t!e ,onitoring 3ommittee@( 2ational Project( (ub& committee on # October. '!e (ub&committee took deci(ion( relating to a (mall amount o0 virement between mea(ure( and to reduce t!e (i5e o0 (ome "roject( in order to ac!ieve a greater ("read o0 available 0und(. 3ontract o00er letter( were i((ued to (ucce((0ul a""licant( in 2ovember. Project( a""roved wit! a value o0 P1million ESF or more include 0our wit! 4E ESF Service( 9td ba(ed at 9iver"ool Ao!n ,oore( %niver(it). '!e 0our "roject( are6 #raduate Employa$ility8 #ender Discrimination )esearch8 #ender Discrimination Solutions and "idening !articipation in *E. '!e Programme ,onitoring 3ommittee !ad "reviou(l) agreed t!at "rovi(ion 0rom t!e 4E (ector could be directl) commi((ionedG a ring 0enced budget out(ide t!e bidding round wa( u(ed 0or t!i( "ur"o(e. Ot!er large "roject( com"ri(e t!ree wit! 3ommunit) Service Lolunteer( =3SL>8 including "iden your *ori+ons w!ic! will "rovide learning o""ortunitie( to .28+++ bene0iciarie( w!o are di(engaged 0rom learning8 and ,reative a$ w!ic! will "rovide 2L/3 media (kill( training 0or 44+ individual( w!o(e "otential !a( )et to be reali(ed. -em"lo)@( E-panding ,ommunity *ori+ons "roject will develo" vocational o""ortunitie( 0or 24++ di(abled "eo"le wit! multi"le and com"leB barrier( to em"lo)ment. '!e Prince@( 'ru(t under t!eir Outside of the .ainstream "roject will (u""ort 14&1 )ear old( at ri(k o0 eBclu(ion8 truanting and underac!ievement in education t!roug! an alternative curriculum. 3!6 C/"#$*0 P$%</(#4 3entral "roject(8 w!ic! are managed b) 1overnment *e"artment(8 u(e ESF to add value to ke) 1overnment initiative( acro(( England. 3entral "roject( enable direct (trategic link( to be made between t!e Objective 3 O"erational Programme and t!e %? 2ational ;ction Plan 0or Em"lo)ment =2;P>. ESF *ivi(ion !a( worked clo(el) wit! "olic) divi(ion( in t!e *e"artment 0or Education and Skill( =*0ES>8 *<P and ot!er 1overnment *e"artment( to identi0) central initiative( t!at are aligned to t!e 2;P and t!at could be eB"anded or en!anced wit! t!e addition o0 ESF 0unding. Several a""roved "roject( al(o (u""ort initiative( in t!e %? Social Inclu(ion ;ction Plan. ;ll central "roject( mu(t demon(trate t!at ESF i( adding value to core activit) and t!at ESF i( not re"lacing an) centrall) available 1overnment 0unding. ESF *ivi(ion "rovide( on&going guidance and (u""ort to central "roject( t!at
2

!ave received 0unding. Since Se"tember 2++4 ESF *ivi(ion !a( been working "articularl) clo(el) wit! *<P *ivi(ion( and Aobcentre Plu( to identi0) and develo" new central "roject a""lication(. '!e(e "roject( will (u""ort t!e 1overnment@( active labour market "olicie( in line wit! t!e *e"artment 0or <ork and Pen(ion@( Five Hear Strateg) Opportunity and security throughout life =3m 44# Februar) 2++.>1.8 and t!e Objective 3 England O"erational Programme. ESF *ivi(ion !a( been working wit! "roject manager( to !el" "ublici(e t!e added value o0 ESF 0unding. Several "roject( !ave been 0eatured in ESF 2ew( and national ESF booklet(8 and (ome will be (!owca(ed at t!e ESF 3on0erence to be !eld in October 2++.& ; (ummar) o0 live central "roject( a( at 31 *ecember 2++4 i( "rovided below. P%0)(, F)/0& 1; A(#)5/ 0*-%'$ +*$./# 6%0)(, In 2++4 one central "roject wa( a""roved under t!i( Polic) Field =,ea(ure 1.1>. '!e "roject train( and accredit( "eo"le recruited to t!e 3onneBion( Service 0rom a wide range o0 background( and (kill(8 to a "ro0e((ional (tandard. '!i( will enable t!em to deliver e00ective in0ormation advice and guidance8 =including ("eciali(t (u""ort w!ere a""ro"riate> to all teenager(8 e("eciall) t!o(e mo(t at ri(k o0 eBclu(ion. '!e "roject build( on two earlier 3onneBion( Service central "roject( t!at al(o trained Per(onal ;dvi(er(. P%0)(, F)/0& 2; E9'*0 %66%$#'")#)/4 7%$ *00 *"& 6$%+%#)"3 4%()*0 )"(0'4)%" '!ere are currentl) two "roject( in t!i( 0ield. 'wo Pri(on Service central "roject( are 0unded under ,ea(ure 2.2 and build on an earlier Pri(on Service "roject t!at ended on 31 ;ugu(t 2++4. '!e SPri(on Service Plu( 2T "roject( run 0rom Se"tember 2++4 to *ecember 2++ and are working wit! o00ender(8 a ke) ESF target grou". '!e "roject( aim to remove multi"le barrier( to labour market entr) 0acing di(advantaged =male> o00ender( t!roug! tailored intervention8 "rior to and a0ter relea(e. '!e) o00er (creening8 targeting8 a((e((ment8 re0erral and treatment encom"a((ing inten(ive guidance coun(elling8 vocational training8 em"lo)ment (u""ort and I3' u"(killing. '!i( will enable bene0iciarie( to reali(e t!eir 0ull "otential and com"ete more e00ectivel) in t!e labour market "o(t relea(e. '!e "roject( are delivered in 34 "ri(on( and (!ould a((i(t over 4+8+++ bene0iciarie(. Strong working link( !ave been e(tabli(!ed wit! t!e Probation Service8 Aobcentre Plu(8 t!e 3onneBion( Service and ot!er( to deliver a St!roug! t!e gateT model w!ereb) man) bene0iciarie( will receive continued (u""ort 0or u" to 3 mont!( "o(t J relea(e. P%0)(, F)/0& 3; L)7/0%"3 0/*$")"3 '!ere are currentl) 0ive central "roject(8 all being 0unded under ,ea(ure 3.1.
1.

www.dw".gov.ukE"ublication(Edw"E2++.E.O)rO(tratEindeB.a("

'!e(e are a( 0ollow(6 (u""orting S;dult 9earner( <eekT8 t!e annual 0e(tival o0 adult learning8 b) "roviding a co&ordinated cam"aign wit! link( to broadca(ter( and local "rovider( nationwide. '!e "roject 0ollow( on 0rom two earlier central "roject( and i( de(igned to con(i(tentl) target grou"( w!o !ave limited acce(( to learning o""ortunitie(8 "articularl) t!o(e wit! 0ew or no (kill( or 7uali0ication(G t!e SSummer Sc!ool(T "roject i( rai(ing a("iration( and widening "artici"ation in !ig!er education b) )oung "eo"le =aged 14&1#> 0rom under&re"re(ented (ocial grou"(8 "articularl) t!o(e 0rom low&income background( wit! no 0amil) !i(tor) o0 "artici"ation. '!e "roject (u""ort( t!e 1overnment@( and 4ig!er Education Funding 3ouncil 0or England@( target o0 .+C o0 )oung "er(on( between 1$&3+ )ear( o0 age !aving eB"erience o0 !ig!er education b) 2+1+G t!e S1et on 3am"aignT "roject i( (u""orting a national marketing cam"aign to encourage t!e # million adult( in England w!o need to im"rove t!eir literac)8 language and numerac) (kill( to acce(( 0ree trainingG t!e S?e) Skill( Su""ort Programme Succe((or ;rrangement(T "roject i( (u""orting "ractitioner( in bot! academic and work ba(ed route( a( t!e) deliver ke) (kill( to a wide range o0 (tudent( andEor trainee( a( "art o0 t!eir curriculum andEor work ba(ed training "rogramme(. '!i( 0ollow( on 0rom a (imilar central "roject. ; ke) 0ocu( o0 t!i( new "roject i( "romoting e(tabli(!ed and innovative be(t "ractice and e(tabli(!ing a cadre o0 "ro0e((ional trainer(G t!e S9earning 3ommunit) *evelo"mentE3an *oT "roject i( increa(ing t!e ca"acit) o0 di(advantaged communitie( to acce(( learning and em"lo)ment t!roug! an enter"ri(e model o0 learning communitie( J to engage !ard to reac! "eo"le w!o are unem"lo)ed8 economicall) inactive8 wit! low 7uali0ication( or ot!erwi(e di(advantaged.

P%0)(, F)/0& 4; A&*6#*-)0)#, *"& /"#$/6$/"/'$42)6 '!ere are currentl) t!ree central "roject(8 two o0 w!ic! are 0unded under ,ea(ure 4.2 and one under ,ea(ure 4.3. '!e(e are a( 0ollow(6 t!e Skill( 0or <ork and 9i0e "roject =,ea(ure 4.2> i( undertaking re(earc! and develo"ment into e00ective wa)( o0 im"roving literac)8 numerac)8 language and I3' (kill( o0 adult( in England. '!e le((on( 0rom t!i( activit) (!ould in0orm 0uture "olic)8 and en!ance t!e em"lo)abilit) o0 adult( in England w!o !ave learning need( in t!e(e area(G t!e 2ational Occu"ational Skill( 0or t!e 9egal ;dvice Sector "roject =,ea(ure 4.2> aim( to e(tabli(! a com"re!en(ive work0orce develo"ment "lan 0or t!e legal advice (ector. It contribute( to t!e aim( o0 t!e Objective 3 "rogramme b) anal)(ing (kill( need( in t!e legal advice (ector and "utting in "lace a 0ramework o0 0ollow u" action. It i(
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al(o !el"ing to ada"t and en!ance t!e (kill( o0 "eo"le (eeking to enter t!e legal advice (ector8 man) o0 w!om are 0rom di(advantaged grou"(G t!e ?nowledge 'ran(0er Partner(!i" =?'P> "roject =,ea(ure 4.3> aim( to increa(e t!e number o0 ?nowledge 'ran(0er Partner(!i"( t!at can be delivered in England8 eBcluding Objective 1 area(. '!e ?'P initiative u(e( recentl) 7uali0ied graduate( to tran(0er and embed knowledge 0rom a 0urt!er or !ig!er education in(titution or re(earc! organi(ation into (mall and medium (i5ed com"anie( t!roug! a work "lacement t!at i( generall) 1&3 )ear( in lengt!. ?'P( !el" (trengt!en t!e "roductivit)8 com"etitivene((8 wealt! creation and economic "er0ormance o0 t!e %?.

P%0)(, F)/0& 5; I+6$%5)"3 #2/ 6%4)#)%" %7 :%+/" )" #2/ 0*-%'$ +*$./# '!ere i( currentl) one central "roject J Pri(on Service Plu( 2 =women@( e(tate>8 t!at i( 0unded under ,ea(ure ..1. It 0ollow( t!e PS Plu( 2 "roject model de(cribed under Polic) Field 2. '!e "roject aim( to remove multi"le barrier( to labour market entr) 0acing di(advantaged 0emale o00ender( t!roug! tailored intervention. It o00er( (creening8 targeting8 a((e((ment8 re0erral and treatment encom"a((ing inten(ive guidance coun(elling8 vocational training8 em"lo)ment (u""ort and I3' u"(killing. '!i( will enable bene0iciarie( to reali(e t!eir 0ull "otential and com"ete more e00ectivel) in t!e labour market. '!e "roject i( delivered in "ri(on( and (!ould a((i(t over 8+++ bene0iciarie(. 3!? M*<%$ P$%</(#4 '!ere were no "roject( w!o(e total co(t eBceeded .+ million euro in 2++4. '!e managing aut!orit) !a( t!ere0ore re0erred no "roject( to t!e 3ommi((ion under ;rticle 2 o0 3ouncil -egulation 12 +E1::: in 2++4. 3!@ H%$)J%"#*0 T2/+/4; E9'*0 O66%$#'")#)/48 L%(*0 *"& S'4#*)"*-0/ D/5/0%6+/"# *"& #2/ I"7%$+*#)%" S%()/#, 3!@!1 E9'*0 O66%$#'")#)/4 '!i( (ection "rovide( 0urt!er in0ormation on t!e action t!at !a( been taken during 2++4 to (trengt!en e7ual o""ortunitie( main(treaming in t!e Objective 3 "rogramme. '!e E7ual O""ortunitie( Sub 1rou" i( re("on(ible 0or over(eeing t!e Engli(! Objective 3 e7ual o""ortunitie( main(treaming (trateg). It re"orted to t!e E/%;9 monitoring 3ommittee and t!e Objective 3 ,onitoring 3ommittee twice during 2++4. '!e Sub 1rou" di(cu((ed a range o0 i((ue(8 including6 t!e (trategic role o0 t!e e7ual o""ortunitie( (ub grou" "o(t Jmid&term reviewG revi(ion( to t!e national e7ual o""ortunitie( main(treaming "lanG gatewa) criteria and trainingG target (etting 0or regional main(treaming "lan(G main(treaming e7ual o""ortunitie( wit! 3FO(. '!e(e i((ue( are di(cu((ed (e"aratel) below.

'!e Sub 1rou" 0elt t!at becau(e regional main(treaming (trategie( and gatewa) (election 7ue(tion( E "roce((e( were beginning to become e(tabli(!ed8 t!e 0ocu( o0 t!e grou" (!ould move awa) 0rom detailed "roce((& ba(ed i((ue( toward( broader (trategic i((ue( & including t!e need to develo" clo(er link( wit! t!e E/%;9 "rogramme and (!aring innovative "ractice. '!e Sub 1rou" identi0ied a number o0 ke) i((ue( 0rom t!e mid & term evaluation w!ic! would need to be addre((ed b) t!e 3FO( and alternative bid "roject(. '!e i((ue( identi0ied included t!e need 0or6 more (u""ort 0or "eo"le w!o are economicall) inactive8 including di(abled "eo"le and t!o(e on inca"acit) bene0itG more (u""ort 0or "eo"le wit! di(abilitie( and 0rom et!nic minoritie( e("eciall) in term( o0 !el"ing t!em 0ind (u(tainable em"lo)mentG better tailored care "rovi(ion and greater e00ort( to "romote non&traditional em"lo)ment and "a)&ga" i((ue(. Strategic guidance i((ued to 1overnment O00ice( in ;"ril 2++4 0ocu(ed on t!e(e t!eme( li(ted above. ; 3FO e7ual o""ortunitie( c!eckli(t wa( added a( an anneB to t!e (trategic guidance i((ued to t!e 1O region(. '!e c!eckli(t made a number o0 ("eci0ic recommendation( relating to e7ual o""ortunitie( main(treaming8 0or eBam"le6 t!e im"ortance o0 con(ulting wit! e7ualit) and communit) grou"( w!en "re"aring t!e 3FO "lan to con(ider im"act o0 0uture action(G u(ing t!e "ro("ectu( to encourage innovation in deliver)G u(ing e7ual o""ortunitie( target( in 3FO "lan(G and encouraging t!e u(e o0 (o0t outcome indicator( and di(tance travelled w!ere a""ro"riate. '!e (trategic guidance al(o em"!a(i(ed t!e need to con(ult wit! gender8 di(abilit) and et!nic minorit) grou"( w!en "re"aring t!e 3FO "lan( '!e guidance al(o included a 3FO good "ractice c!eckli(t on e7ual o""ortunitie( de(igned to !el" in0orm t!e develo"ment o0 3FO "lan(. '!e main(treaming "lan wa( revi(ed in late 2++4. '!e "lan wa( revi(ed to re0lect t!e a""ro"riate "rioritie( and recommendation( made 0ollowing t!e mid&term review. 1atewa) 7ue(tion( and criteria were introduced into t!e interactive a""lication 0orm( 0or alternative bidder( during t!e (ummer o0 2++4. '!e 9S3 and Aobcentre Plu( agreed to u(e com"arable 7ue(tion( 0or t!eir a""licant "rovider(. ; (erie( o0 training module( were delivered in 1overnment O00ice( to !el" t!eir (ta00 and 3FO (ta00 to under(tand !ow t!e gatewa) 7ue(tion( and criteria worked and to !el" t!em develo" t!eir own a""lication guidance. 'wo work(!o"( were !eld on e7ual o""ortunitie( target&(etting in 2++4. 1uidance wa( al(o i((ued to 1overnment O00ice(. ;ll 1overnment O00ice( now !ave ba(ic e7ual o""ortunit) target( in t!eir main(treaming "lan(. '!e target( (erve two "ur"o(e(6 =a> to act a( a ba(ic c!eck to en(ure t!at t!e "ro"ortion o0 women8 di(abled "eo"le and "eo"le 0rom B,E grou"( broadl) re0lect( t!e "o"ulation "ro0ile o0 t!e regionG =b> to "rovide an additional (trategic (teer 0or regional develo"ment "lan and 3FO "lan(. Ba(ic guidance 0or 1overnment O00ice (ta00 on reviewing e7ual o""ortunitie( wit! 3FO( wa( develo"ed in t!e later !al0 o0 2++4 and i((ued to t!e 1O region(. '!i( guidance wa( (u""lemented b) a number o0 training module( delivered in 1O region( t!at re7ue(ted (uc! (u""ort. '!e(e review arrangement( will be e((ential 0or 0urt!er re"orting on "rogre(( in

main(treaming e7ual o""ortunitie(. 3!@!2 S'4#*)"*-0/ *"& L%(*0 D/5/0%6+/"# *uring 2++4 ESF *ivi(ion continued to work clo(el) wit! t!e Environment ;genc) and 1roundwork %? to !el" main(tream (u(tainable develo"ment into t!e Objective 3 "rogramme. 1uidance on a((e((ing ESF a""lication( in term( o0 (u(tainable develo"ment wa( develo"ed 0or 3FO( and alternative bidding organi(ation(. '!i( guidance wa( (u""lemented b) t!e launc! o0 an interactive toolkit in t!e (ummer o0 2++4. '!e toolkit aim( to !el" "roject E "rovider a""licant( under(tand t!e conce"t o0 (u(tainable develo"ment in term( o0 ESF. It i( de(igned to !el" a""licant organi(ation( identi0) w!at t!e) are alread) doing in term( o0 (u(tainable develo"ment J a( well a( identi0) 0uture action t!e) can take to develo" t!eir contribution. Environmental i((ue( relating to ESF "rovi(ion are clearl) identi0ied in t!e toolkit and idea( 0or taking action at "roject level are given. Su(tainable develo"ment wa( included a( one o0 t!e t!eme( 0or t!e (trategic guidance i((ued to 1O( in ;"ril and ,a) 2++4 and wa( al(o covered in t!e -egional *evelo"ment Plan guidance i((ued to region( in Aul). =(ee (ection on com"atibilit) wit! Euro"ean "olic) on (u(tainable develo"ment and t!e environment> ESF make( an im"ortant contribution to "romote local develo"ment8 0or eBam"le8 b) (u""orting area&ba(ed initiative( in "olic) 0ield 2 a( well a( (u""orting 1lobal 1rant(. ;n eBam"le o0 a global grant "roject run in 2++4 i( t!e 3umbria *rug and ;lco!ol ;dvi(or) Service =3;*;S> w!ic! aim( to (u""ort "eo"le w!o !ave drug and alco!ol&related "roblem( develo" (kill( w!ic! move t!em clo(er to work. ESF i( continue( to add value to initiative( (uc! a( t!e 2ational 2eig!bour!ood -enewal Strateg)8 t!e ;ction 'eam 0or Aob( initiative and Em"lo)ment Qone(. 3!@ I"7%$+*#)%" S%()/#, '!e O"erational Programme aim( to take account o0 t!e (ocial and labour market dimen(ion( o0 t!e in0ormation (ociet) b) (u""orting "roject( t!at !arne(( t!e em"lo)ment "otential o0 t!e in0ormation (ociet). It al(o !el"( to tackle t!e digital divide b) "romoting e7ual acce(( to in0ormation and communication tec!nolog). '!e mid& term evaluation o0 t!e in0ormation (ociet) concluded t!at I3' i((ue( were alread) well&embedded in ESF "roject( and re"orted t!at (igni0icant "ro"ortion( o0 "artici"ant( !ad clearl) increa(ed t!eir I3' (kill(. '!e(e bene0iciarie( included a wide range o0 "eo"le8 including6 unem"lo)ed "eo"leG women returner(G )oung "eo"leG lone "arent(G di(abled "eo"leG "eo"le wit! literac) and numerac) "roblem(G and "eo"le 0rom black and et!nic minorit) grou"(. 3!9 M%&)7)(*#)%"4 #% #2/ P$%3$*++/ C%+60/+/"# '!e mid&term evaluation o0 t!e ESF Objective 3 "rogramme wa( carried out in
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2++3. '!e evaluation 0ound t!at t!e "rogramme continued to be relevant to t!e labour market t!roug! a((i(ting ke) di(advantaged grou"( and t!at it !ad ac!ieved it( "er0ormance objective(. '!e evaluation recommended t!at 0or t!e remainder o0 t!e "rogramme t!ere (!ould be an increa(ed em"!a(i( on (u""orting economicall) inactive "eo"le. ESF "roject( (!ould be encouraged to "rovide t!e (u""ort needed to !el" "eo"le 0urt!e(t 0rom t!e labour market =including 0or eBam"le t!o(e wit! caring re("on(ibilitie(> and "eo"le wit! di(abilitie( and et!nic minoritie(. '!e mid&term review o0 t!e "rogramme wa( carried out in 2++4 to addre(( t!e recommendation( o0 t!e mid&term evaluation and to allocate t!e additional "er0ormance re(erve 0unding awarded b) t!e 3ommi((ion. ;dditional 0und( were allocated to active labour market8 inclu(ion8 li0elong learning and work"lace (kill( "rioritie(. In addition minor adju(tment( were made to (trengt!en t!e "rogramme@( em"!a(i( on !el"ing economicall) inactive "eo"le. 3!ange( were made to "olic) 0ield and mea(ure de0inition(8 eligible activitie( and bene0iciarie(8 and 0inancial allocation(. Similar c!ange( were made to t!e Programme 3om"lement 0ollowing t!e a""roval b) t!e 3ommi((ion o0 t!e revi(ed O"erational Programme. '!e revi(ed Programme 3om"lement wa( a""roved b) t!e ,onitoring 3ommittee in 2ovember 2++4. Bot! revi(ed document( were i((ued to 1overnment O00ice( and 3FO( and "laced on t!e ESF web(ite. 3!10 F)"*"()*0 E"3)"//$)"3 Objective 3 0unding in England take( t!e 0orm o0 direct a((i(tance to a""licant( to deliver agreed in"ut( and out"ut(. ESF in Objective 3 doe( not "rovide loan( or ot!er 0orm( o0 0inancial engineering a((i(tance t!at !ave to be (ub(e7uentl) re"aid. Objective 3 doe( (u""ort ca"acit) building a""roac!e( to a((i(t di(advantaged communitie( and individual( to develo" t!eir (kill( and ca"acit) to acce(( ot!er 0orm( o0 0inancial a((i(tance (uc! a( 3areer *evelo"ment 9oan(. ; (mall number o0 S,E loan 0und( (u""orted b) ESF were agreed in regional England Objective 2 "rogramme( in 2++3 to "romote enter"ri(e and job creation. <!il(t t!ere are no "lan( to (u""ort ESF loan 0und( in t!e current Objective 3 "rogramme8 t!e Objective 2 loan 0und( will be evaluated and t!e 0inding( will be con(idered 0or 0uture "rogramming.

SECTION 4; PROGRAMME MANAGEMENT 4!1 P$%3$*++/ M%")#%$)"3 C%++)##// '!e Objective 3 England Programme ,onitoring 3ommittee wa( e(tabli(!ed in accordance wit! ;rticle 3. o0 3ouncil -egulation 12 +E1:::. '!e committee wa( e(tabli(!ed in earl) 2+++ 0or t!e li0e o0 t!e 2+++ J 2++ "rogramme. It re"re(ent( t!e Objective 3 area o0 England8 out(ide t!o(e area( de(ignated a( Objective 1. '!e committee( role i( (trategic and ba(ed on im"lementing8 monitoring8 evaluating and8 w!ere nece((ar)8 adju(ting t!e "rogramme in accordance wit! t!e O"erational Programme 0or England and 1ibraltar. '!e committee i( c!aired b) a re"re(entative o0 t!e *e"artment 0or <ork and Pen(ion(. It com"ri(e( re"re(entative( 0rom t!e -egional 3ommittee( 0or England and 1ibraltar8 t!e *e"artment 0or 'rade and Indu(tr)8 e7ualit) commi((ion(8 (ocial "artner(8 t!e Euro"ean 3ommi((ion and national organi(ation( wit! an intere(t in8 and contribution to make8 to t!e e00ective im"lementation o0 t!e "roject. In 2++48 t!e 3ommittee met 0ive time( including an additional meeting in Februar) to di(cu(( and agree t!e mid&term review "ro"o(al(. *uring t!e cour(e o0 t!e ot!er 0our meeting( a range o0 to"ic( were dealt wit!. '!e committee di(cu((ed (eventeen "a"er( =not including t!e minute( and matter( ari(ing>8 took (even oral re"ort(E"re(entation( and dealt wit! two to"ic( b) written "rocedure. Programme "er0ormance wa( a di(cu((ion "a"er at eac! meeting including 0inancial a("ect( o0 t!e "rogramme. E7ual O""ortunitie( wa( al(o a (tanding item on eac! meeting agenda. Ot!er "a"er( tabled were on a range o0 i((ue( (uc! a( 'ec!nical ;((i(tance8 Su(tainable *evelo"ment8 Publicit)8 Evaluation and In("ection. '!e 3ommittee !a( e(tabli(!ed working grou"( on national "roject(8 e7ual o""ortunitie( and evaluation to a((i(t "rogre((. Eac! grou" meet( between t!ree and 0our time( a )ear. ESF *ivi(ion "rovide( t!e (ecretariat to t!e 3ommittee. 4!2 R/3)%"*0 C%++)##//4 -egional 3ommittee( eBi(t in eac! o0 t!e nine Engli(! region( and 1ibraltar. '!e) are re("on(ible 0or deci(ion( relating to t!e regional im"lementation o0 t!e "rogramme wit!in t!e national 0ramework. -egional 3ommittee( re"ort to t!e England Programme ,onitoring 3ommittee on im"lementation and ot!er i((ue(. 1overnment O00ice( "rovide t!e (ecretariat to t!eir -egional 3ommittee(. ;ll region( !ave ado"ted (trategie( to increa(e t!e number o0 0emale member( on t!eir committee(. Brie0 u"date( on t!e work o0 t!e -egional 3ommittee( in 2++4 are "rovided below. E*4# %7 E"30*"& ;n overarc!ing committee8 t!e Structural Fund( Strateg) 1rou" i( re("on(ible 0or Structural Fund( t!roug!out t!e region8 en(uring t!at all (tructural 0und "rogramme( are integrated wit! eac! ot!er and wit! related
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regional (trategie(8 (uc! a( t!e revi(ed -egional Economic Strateg) and t!e Framework 0or -egional Em"lo)ment and Skill( ;ction. ; number o0 Structural Fund (ub&grou"( !ave been (et u" to con(ider ("eci0ic "rogramme i((ue(8 (uc! a(G e7ual o""ortunitie(8 "ublicit) and communication and (u(tainable develo"ment. '!e(e meet on a 7uarterl) ba(i( to en(ure an integrated a""roac! to t!e(e ke) "rogramme i((ue(. Below t!e Structural Fund( Strateg) 1rou" (it( t!e Objective 3 O"erating 1rou". '!i( grou" !a( overall re("on(ibilit) 0or t!e da)&to&da) management o0 t!e Objective 3 "rogramme. '!e grou" met 7uarterl) in 2++4 and 0ocu(ed u"on i((ue( relating to a""roval o0 remaining allocation to 3FO(8 creation o0 a (u""lement to t!e -egional *evelo"ment Plan and reviewing and monitoring "er0ormance toward( ac!ievement o0 t!e 2++4 2D2 target. ,ember(!i" o0 t!i( grou" !a( been revi(ed in lig!t o0 (!i0t toward( co&0inanced activit)8 wit! all ten 3FO( re"re(ented8 a( well a( re"re(entative( 0rom a wide range o0 ke) (ector( and "artner(. E*4# M)&0*"&4 '!e Objective 3 -egional ,onitoring 3ommittee met 0our time( during t!e )ear and con(idered a range o0 item( including "re(entation( b) Project ,anager( and 3FO(8 a""roval o0 3FO Plan( and ,ea(ure 9evel Bid(Ga""roval o0 allocation o0 re(ource( between 3FO( and alternative bid(8 3FO ,onitoring and Per0ormance83FO ;nnual -eview( and t!e mid&term review. Several (ub&working grou"( !ave been e(tabli(!ed to deal wit! ("eci0ic area( o0 work relating to t!e 3ommittee. '!e 3FO O"erational 1rou" i( a bi& mont!l) meeting o0 t!e 3FO( and t!e ESF Secretariat to di(cu(( o"erational i((ue( relating to ESF. '!e 3FO Strateg) 1rou" meet( twice )earl) to di(cu(( t!e more (trategic a("ect( o0 3FO and ESF deliver). 'oward( t!e end o0 2++48 a deci(ion wa( taken to evolve t!e 3FO Strateg) 1rou" into an overarc!ing ESF Strateg) 1rou" t!at combine( Objective 2 ESF and Objective 3 i((ue( and take( a wider view o0 ESF deliver) t!an 3o&Financing N%$#2 E*4# '!e role o0 t!e 2E Objective 3 -egional 3ommittee i( to agree regional "rioritie( 0or t!e Programme and en(ure t!e) are clearl) identi0ied in t!e -egional *evelo"ment Plan and -egional guidance 0or a""licant(8 over(ee t!e (election "roce(( and endor(e "roject recommendation(8 en(ure t!e regional budget i( u(ed to be(t e00ect and t!e region ac!ieve( value 0or mone)8 and to monitor and evaluate "rogramme "er0ormance again(t t!e -*P and 2ational Em"lo)ment ;ction Plan. '!e 3ommittee al(o con(ider( a range o0 ot!er i((ue( a( re7uired. It met 0our time( during 2++4 to con(ider and a""rove u"dated 3FO Plan( and agree certain target( on E7ual O""ortunitie(. N%$#2 A/4# '!e 2ort! <e(t -egional Partner(!i" took t!e deci(ion not to !ave Objective 2 ESF monie( and Objective 3 ESF cover( t!e !uman re(ource element 0or
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E-*F Objective 2 "roject( via linked bidding round( a( well a( traditional Objective 3 bid(. '!ere0ore t!e E-*F Programme ,onitoring 3ommittee and t!e Objective 3 -egional 3ommittee were amalgamated to 0orm a combined Programme ,onitoringE-egional 3ommittee wit! a (trategic overview 0or bot! Programme(. '!i( innovative a""roac! !a( been recogni(ed b) t!e Euro"ean 3ommi((ion a( an eBam"le o0 good "ractice. *uring 2++3 it wa( recogni(ed t!at t!e com"leB committee (tructure( o"erating below P,E-3 were (lowing t!e a""roval( "roce(( and "otentiall) !indering t!e ac!ievement o0 2D2 target(. In order to re0lect c!anging need(8 t!e regional "artner(!i" agreed a (im"li0ied (tructure involving ju(t one Objective 3 ;dvi(or) 1rou" re"orting to P,E-3 on ESF i((ue(. ; commitment wa( made at t!at time to review t!e o"eration o0 t!e new (tructure toward( t!e end o0 2++4. -egional Partner( dul) did t!i( and declared t!e revi(ed (tructure an un7uali0ied (ucce((. S%'#2 E*4# '!e -egional committee i( c!aired b) t!e *irector o0 t!e 1overnment O00ice wit! re("on(ibilit) 0or Euro"ean "rogramme( and re"re(entative( 0rom 3FO(8 regional a((embl)8 0urt!er and !ig!er education8 local aut!orit)8 (ector (kill( council8 SBS8 trade union8 voluntar) (ector8 regional cultural con(ortium and a number o0 e7ualitie( bodie(. '!e committee !a( a number o0 (ubgrou"( wit! ("eciali(t member(!i"6 a "ublicit) (teering committee t!at i( con(idering !ow we can be(t !ig!lig!t t!e (u""ort ESF "rovide( to individual( and organi(ation( 0acing di(advantage in t!e labour market in t!e region. an EBecutive (u""ort grou" t!at over(ee( t!e im"lementation o0 ESF co&0inancing and direct bidding in t!e region an e7ualitie( working grou"8 t!at advi(e( and recommend action( to t!e committee on e7ual o""ortunitie( i((ue( in t!e Sout! Ea(t '!e committee met 0our time( in t!e )ear and decided on arrangement( 0or committing t!e remainder o0 0unding on t!e "rogramme and t!e balance between 3o&0inancing and alternative bidding. It agreed to 0ocu( on a (erie( o0 ke) e7ual o""ortunitie( 0oreca(t( 0or t!e "rogramme in t!e region. It al(o a""roved a mid&term review re"ort 0or t!e 0ir(t t!ree and a !al0 )ear( o0 t!e current "rogramme. '!e review con(idered a""roval(8 di(tribution among(t organi(ational (ector8 "olic) 0ield mea(ure and geogra"!icall) acro(( t!e region8 ("end8 re(ult( in term( o0 im"act on e7ualitie( and "o(itive outcome(8 toget!er wit! le((on( 0or t!e 0uture in term( o0 t!e balance o0 t!e 2+++& "rogramme and an) 0uture ESF available in t!e region. S%'#2 A/4# '!e -egional 3ommittee met 0our time( during 2++4. ,ember(!i" remain( (trong wit! ke) (take!older( 0rom "ublic8 "rivate8 communit) and voluntar) (ector( re"re(ented along wit! t!e '%3 and (mall bu(ine(( re"re(entation. '!e 3ommittee agree( regional "rioritie( 0or t!e Objective 3 "rogramme and
#1

en(ure( t!e) are clearl) identi0ied in t!e -egional *evelo"ment Plan. 3!ange( to t!e -egional *evelo"ment Plan 0ollowing t!e mid&term review along wit! emerging regional i((ue(. '!e 3ommittee decided t!e 1overnment O00ice (!ould eB"lore o"tion( 0or 0urt!er develo"ing t!e ESF Objective 3 "rogramme@( link( to regional (trategie( in order to en!ance t!e im"act o0 t!e "rogramme. '!e 3ommittee wa( keen to en(ure t!i( wa( not a t!eoretical eBerci(e and (!ould 0ocu( on real8 "ractical link( t!at would lead to im"roved re(ult( and im"act(. 'o do t!i(8 t!e 3ommittee identi0ied t!e need to engage wit! organi(ation( and individual( wit! re("on(ibilit) 0or delivering regional (trategie(. '!e 3ommittee a(ked t!e 1overnment O00ice to 0ocu( ESF 0unding on area( t!at could make t!e mo(t im"act or w!ere t!ere wa( t!e greate(t need and to review t!e budget "eriodicall) to identi0) w!ere additional activit) wa( needed. 'o take 0orward t!e work a (trateg) (ub&grou" o0 t!e -egional 3ommittee wa( 0ormed. It( remit wa( to initiate t!e review o0 t!e -egional *evelo"ment Plan (o t!at it !ad a better (trategic alignment o0 t!e "rogramme in line wit! t!e ,'E8 and to 0ind wa)( to (trengt!en t!e link between t!e Objective 3 "rogramme and Sout! <e(t Enter"ri(e and Skill( ;lliance =S<ES;>. '!e (ub&grou" develo"ed a new "re0ace to t!e -egional *evelo"ment Plan t!at now "rovide( in0ormation to a""licant( on w!at broad activitie(8 linked to ke) regional (trategie( t!at t!e 3ommittee want ESF to (u""ort in 2++4&2++#. E7ual O""ortunitie( and Publicit) -egional 3ommittee (ub&grou"( al(o met t!roug!out t!e )ear. A/4# M)&0*"&4 '!e -egional 3ommittee met t!ree time( in 2++4G ,arc!8 Aune and 2ovember. ?e) "oint( di(cu((ed were 6 t!e "ro"o(al t!at all 0uture 9S3 3o& Financing activit) 0or t!e <e(t ,idland( to be admini(tered and delivered under one FPan -egional@ 9S3 3o&Financing PlanG mid&term evaluationG and t!e revi(ion to t!e -egional *evelo"ment Plan to include t!e new target grou"( and activitie(. L%"&%" '!e 9ondon Euro"ean Programme( 3ommittee =9EP3> re("on(ible 0or t!e Objective 28 3 and %-B;2 "rogramme( met t!ree time( in 2++4 reviewing ("end target( and "rogramme "er0ormance in t!e Objective 3 "rogramme. '!e 9EP3 al(o endor(ed t!e Objective 3 Su""ort and ;dvi(or) 1rou"N( =S;1> deci(ion to commit P132 million to a new "!a(e o0 3FO tendering activitie( covering t!e "eriod 2++.&+#. '!e S;1 al(o endor(ed a NForewordN to t!e -egional *evelo"ment Plan =-*P>8 w!ic! t!e 1overnment O00ice commi((ioned 0rom t!e 9ondon *evelo"ment ;genc). ;t it( Aune 2++4 meeting t!e S;1 endor(ed t!e u"dated 3o&0inancing "lan( =3FP> =(ubject to variou( condition(>8 and t!e recommendation8 made b) t!e 1overnment O00ice8 t!at 3FO( Fown@ t!eir under("end( on current Plan( and add t!em to t!eir u"dated Plan(. ;t t!i( meeting8 t!e 1overnment O00ice "rovided t!e S;1 wit! re(ult( o0 ;nnual -eview( wit! all but two o0 t!e ten 3FO(. '!e
#2

were two ot!er meeting( later in t!e )ear. ;dditionall) t!e a""ointment o0 two new (ta00 to cover Su(tainable *evelo"ment and E7ual O""ortunitie( "rovided t!e o""ortunit) 0or t!e 1overnment O00ice and t!e S;1 to give greater attention to t!e(e ke) t!eme(. '!e(e o00icer( reviewed 3FP( to en(ure t!at t!e) were u" to (cratc! on t!e(e im"ortant area(. %$.42)$/ *"& #2/ H'+-/$ '!e Objective 3 -egional 3ommittee !a( recogni(ed t!at t!e "rogramme !a( now clearl) moved 0rom t!e "!a(e o0 commitment to deliver). It !a( agreed t!at t!e nature o0 3o&0inancing mean( t!at t!e main 0unction o0 t!e management aut!orit) !a( (witc!ed to one o0 3ontract ,anager in w!ic! t!e ke) i((ue( are "er0ormance o0 t!e 3FO( and t!e deliver) o0 out"ut(. '!e 3ommittee !a( al(o acce"ted t!at muc! o0 it( role can be carried out mo(t e00ectivel) b) t!e a""ointment o0 more ("eciali(ed (ub committee@( or grou"( t!at can look at i((ue( in more detail8 and t!at man) 0ull 3ommittee deci(ion( can be taken u(ing an agreed written re"re(entation( "rocedure. It !a( t!ere0ore been agreed t!at t!e 0ull -egional 3ommittee need onl) meet on t!ree occa(ion( a )ear wit! regular re"ort( 0rom (ub committee(. '!e 3o&0inancing (ub 3ommittee !a( re("on(ibilit) 0or monitoring t!e "er0ormance o0 3FO(. '!e remaining alternative bidding re(ource i( directed b) (ub grou"( o0 t!e regional committee. '!e) decide t!e eBact ("eci0ication( 0or t!e(e (mall bidding round(. 4!3 R/3)%"*0 D/5/0%6+/"# P0*"4 (RDP) '!e regional develo"ment "lan( =-*P(> 0or t!e Objective 3 "rogramme are de(igned to !el" in0orm 3FO "lan( and "roviderE"roject (election "roce((e( b) !ig!lig!ting "rioritie( 0or (u""ort at local level wit!in t!e conteBt o0 t!e national "rogramme. ESF *ivi(ion i((ued (trategic guidance to 1overnment O00ice( in ;"ril 2++4 w!ic! aimed to en(ure t!at t!e 0inal round o0 3FO "lan( =0inali(ed at t!e end o0 ,a) 2++4> re("onded to t!e mid&term evaluation 0inding( and t!e (ub(e7uent adju(tment( to t!e "rogramme 0ollowing mid&term review. '!e (trategic guidance i((ued to t!e 1overnment O00ice region( a(ked t!em to en(ure t!at t!e 0ollowing (trategic adju(tment( were made to t!eir region@( 3FO "lan(6 ESF (!ould (u""ort more bene0iciarie( w!o are economicall) inactive including "eo"le on inca"acit) bene0it and "eo"le w!o are .+D. ESF (!ould o00er more "ro&active (u""ort 0or "arent( and carer( 0or w!om caring re("on(ibilitie( are a barrier to labour market entr). ESF (!ould o00er more (u""ort 0or di(abled "eo"le and t!e (u""ort (!ould be more relevant to job( w!ic! can be (u(tained. ESF (!ould o00er more (u""ort 0or minorit) et!nic grou"( J "articularl)
#3

in job (earc! and (u(tainable em"lo)ment ESF (!ould "romote e7ual o""ortunitie( 0or women and men in t!e labour market8 including b) !el"ing t!em enter occu"ation( in w!ic! t!e) are under&re"re(ented8 and b) (u""orting initiative( to tackle t!e gender "a)&ga". ESF (u""ort to com"anie( (!ould target t!o(e 0irm( w!o are le(( likel) to train t!eir (ta00. 3FO( (!ould continue to contribute to t!e e7ual o""ortunitie( main(treaming "roce(( 3FO( (!ould "romote (u(tainable develo"ment

1uidance on u"dating t!e -*P( wa( i((ued to region( in Aul) 2++4 and t!i( guidance a(ked 0or t!e 0ollowing amendment( to be made to t!e -*P(6 con(i(tenc) wit! t!e amended O"erational ProgrammeG con(i(tenc) wit! t!e agreed recommendation( o0 t!e mid&term evaluation and mid&term review adju(tment(G cro((&re0erencing to t!e e7ual o""ortunitie( main(treaming "lan and target(G a""ro"riate link( wit! t!e new Euro"ean Em"lo)ment Strateg) guideline( are !ig!lig!tedG !ow ESF i( being u(ed to re("ond to late(t Aoint Em"lo)ment -e"ort recommendation(G t!e new de0inition o0 (u(tainable develo"ment and guidance i((ued b) ESF *ivi(ion

,ore detail on individual -*P( i( given below. E*4# %7 E"30*"& ; (u""lement to t!e current -*P =revi(ed in 2++2> wa( "roduced in 2++4. '!i( !ig!lig!ted ke) c!ange( and target grou"( identi0ied wit!in t!e mid&term review and ke) (ector( identi0ied wit!in t!e revi(ed -egional Economic Strateg). '!i( (u""lement wa( u(ed to in0luence 3o&0inanced "lan( a""roved in 2++4. '!e revi(ed -*P and additional (u""lement are available via t!e web(ite and "rinted ver(ion( !ave been "roduced and made available at 3FO "ro("ectu( launc!e( !eld in Se"tember.

#4

E*4# M)&0*"&4 '!ere !ad been an eBten(ive revi(ion to t!e -*P in 2++3 and 0urt!er amendment( were made in Se"tember 2++4 0ollowing t!e mid&term review. ; joint alternative bidding E 3FO tendering wa( !eld in October 2++4 targeted at "rioritie( coming t!roug! t!e mid&term review 0unded b) (ome o0 t!e regional Per0ormance -e(erve allocation. '!e -*P i( continuall) under review to en(ure t!at t!e regional "rioritie( continue to "rovide a (trategic 0ocu( 0or ESF and re0lect t!e (kill "rioritie( o0 t!e region. N%$#2 E*4# '!e -egional *evelo"ment Plan wa( u"dated toward( t!e end o0 2++4 to take into account t!e c!ange( in t!e Engli(! O"erational Programme N%$#2 A/4# '!e -*P8 la(t u"dated in Aul) 2++38 i( currentl) undergoing a (ub(tantial re& write to take on board emerging trend( and new regional and national (trategie(. '!e u"date will al(o con(ider "rogre(( to date and identi0) ga"( in "rovi(ion needing attention in t!e remainder o0 t!e Programme8 w!ic! in turn will give direction to bot! 3o&0inancing Organi(ation( and alternative bidding. S%'#2 E*4# '!e -*P wa( u"dated in Summer 2++4 to re0lect t!e c!ange( in activitie( and target grou"( in t!e England O"erational Programme 0ollowing t!e mid& term review. '!e revi(ed "lan will in "articular drive t!e de(ign o0 "roject( in t!e "eriod 2++.&#. '!e "lan wa( al(o u"dated to include (tati(tical data 0rom t!e 2++1 cen(u(8 including in0ormation on e7ualitie( grou"( and ot!er labour market in0ormation. S%'#2 A/4# '!e -*P !a( been revi(ed to incor"orate t!e 0inding( 0rom t!e mid&term Evaluation and mid&term review. In addition8 t!e "lan now !ig!lig!t( regional "rioritie( wit!in t!e national conteBt o0 t!e "rogramme. '!e Objective 3 team and "artner( undertook t!i( work during ;utumn 2++4. '!e 0inal ver(ion o0 t!e "lan i( available in 3*&-O, 0ormat or via t!e 1overnment O00ice web(ite. '!e revi(ed "lan "rovide( a (tronger (teer and direction 0or 3FO "lan(8 alternative a""lication( and 0or "artner( and -egional 3ommittee member( involved in t!e (election "roce((. -elevant (ection( o0 t!e "lan !ave been broug!t u" to date wit! t!e majorit) o0 c!ange( (ummari(ed and (ign"o(ted in a "re0ace to t!e original document. '!e "lan recogni(e( t!e im"ortance o0 "roviding e00ective !el" to t!e economicall) inactive and t!ere0ore =$+C & P1 m> o0 t!e remaining "rogramme 0und( are available in t!e region to (u""ort t!i( grou". In addition8 t!e linkage( now e(tabli(!ed wit! Sout! <e(t Enter"ri(e and
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Skill( ;lliance will "rovide a joined&u" a""roac! wit! regional "artner( in tackling t!e above "riorit) and ot!er regional "rioritie( relating to (kill(8 em"lo)ment and (ocial inclu(ion8 t!ereb) increa(ing t!e labour (u""l) and im"roving t!e regional econom). A/4# M)&0*"&4 Following t!e ,id&term Evaluation t!e -*P wa( u"dated to include all o0 t!e recommendation(. '!e Plan wa( (ubmitted under written "rocedure to t!e -egional 3ommittee in ,arc! 2++4 0or a""roval. '!e Plan wa( t!en di(tributed to "artner( acro(( t!e -egion and made available on t!e 1overnment O00ice web(ite. L%"&%" In Aune 2++2 t!e teBt o0 t!e -*P wa( reviewed and c!ange( made to re0lect develo"ment( wit!in t!e regional econom). In 2++4 to (u""ort t!e(e c!ange( t!e 1overnment O00ice re7ue(ted t!e 9ondon *evelo"ment ;genc) to "roduce a 0oreword to t!e -*P acknowledging c!ange( and "olic) develo"ment( over t!e "reviou( two )ear(. '!e 0oreword "rovided an u"date on t!e 9ondon (kill( c!allenge t!roug! (ign"o(ting area( o0 t!e labour market re7uiring an e00ective and robu(t "lan o0 action a( detailed in t!e 9ondon F-ES; and t!e "lan( 0or e(tabli(!ing a 9ondon -egional Skill( Partner(!i". ;dditionall) t!e 0oreword identi0ied t!e growing need 0or recognition o0 (ocial and environmental re("on(ibilitie( and !ow t!e) will "la) a ke) role toward( ac!ieving economic (ucce((. It !ig!lig!ted t!at training will !ave to 0undamentall) encom"a(( t!e cro((&cutting t!eme( like (u(tainable develo"ment and e7ual o""ortunitie( to en(ure "eo"le "o((e(( a range o0 (kill( to (ucceed in t!e labour market. %$.42)$/ *"& #2/ H'+-/$ '!e -*P wa( revi(ed in 2++4 to incor"orate t!e c!ange( agreed a( "art o0 t!e mid&term review. '!e out"ut( and target( were al(o u"dated to re0lect t!e ac!ievement( o0 t!e "rogramme to date and to give t!e 3o&0inancing Organi(ation( a clear ba(eline a( "lan( 0or t!e 0inal "art o0 t!e "rogramme were develo"ed.

4!4 M%")#%$)"3 S,4#/+4 *"& D*#* C%00/(#)%" ;( recommended in t!e Final Evaluation o0 t!e 1::4&:: Objective 3 "rogramme8 t!e aim o0 t!e monitoring and evaluation ()(tem i( to develo" a robu(t and reliable ()(tem w!ic! i( con(i(tent over time and "lace & w!il(t im"o(ing t!e minimum burden on "roject(. ; working grou" wa( (et u" to agree common de0inition( 0or t!e core ESF indicator( w!ic! will be u(ed on all ESF "rogramme( in t!e %?. *uring 2++4 monitoring data were collected at t!e (tart and end o0 t!e "roject =(ome limited interim data wa( al(o available>. '!e data nece((ar) to monitor t!e indicator(8 agreed in t!e O"erational Programme8 were collected via an interactive di(k u(ing t!e a""lication( and "roject clo(ure 0orm(. '!e interactive di(k !a( a number o0 c!eck( "rogrammed into it to en(ure t!at t!e data "rovided b) "roject "romoter( i( con(i(tent and an(wer( are "rovided to t!e 7ue(tion( be0ore t!e data can be tran(mitted. '!e 7ue(tion( u(ed in t!e a""lication( and "roject clo(ure 0orm( !ave been de(igned to collect t!e data needed to monitor t!e indicator(. '!e ESF team are involved8 on an ongoing ba(i(8 in reviewing t!e de(ign o0 t!e interactive di(c and t!e 7ue(tion( u(ed on t!e a""lication( and "roject clo(ure 0orm( =and al(o t!e new interim data 0orm(> in order to en(ure t!e data "rovided i( a( robu(t a( "o((ible. Following recommendation( in t!e S,id& 'erm Evaluation o0 t!e Objective 3 O"erational Programme 0or England and 1ibraltarT8 o"erational 0oreca(t( were reviewed and w!ere nece((ar) amended. For t!e im"act indicator(8 w!ic! look at outcome( at (iB mont!(8 data !a( "reviou(l) been collected 0rom 0inal bene0iciarie( u(ing an annual leaver(@ (urve). *ue to increa(ing "ractical "roblem( in conducting t!e (urve)8 it wa( decided =0ollowing a con(ultation eBerci(e wit! t!e ot!er !ome countrie( and 1overnment O00ice(> not to conduct a 2++3 9eaver(@ Surve). *uring 2++4 a Fea(ibilit) Stud) wa( conducted to eB"lore alternative wa)( o0 conducting a leaver(@ (urve). '!i( !ad led to t!e develo"ment o0 a SBene0iciarie(@ Surve)T t!at commenced in 2++4 and w!ic! will "rovide outcome data. 4!5 E5*0'*#)%" '!e %? Evaluation Standing 1rou" =%?ES1> wa( (et u" in 1::: to en(ure t!at all Structural Fund "rogramme( in t!e %? carr) out e00ective evaluation o0 ESF intervention(. '!e %?ES1 over(ee( t!e Objective 3 evaluation (trateg) a( "art o0 it( remit and "rovide( 0eedback to t!e Objective 3 ,onitoring 3ommittee on relevant le((on( 0or "rogramme im"lementation emerging 0rom t!e evaluation. ,eeting( o0 t!e %?ES1 are c!aired b) t!e ESF*. ,ember(!i" include( re"re(entative( 0rom6 t!e Euro"ean 3ommi((ionG Objective 18 28 and 3 "rogramme committee(G 1overnment O00ice(G Scotti(! EBecutiveG <el(! re"re(entative( and t!e O00ice o0 t!e *e"ut) Prime ,ini(ter. '!ere i( an e7ual o""ortunitie( eB"ert on t!e grou". *uring 2++4 t!e %?ES1 met twice =,arc! and October>. '!e main 0ocu( 0or t!e meeting( wa( t!e develo"ment o0 evaluation work 0or t!e u"date to t!e mid&term evaluation. I((ue( di(cu((ed included6
##

t!e evaluation (trategie( 0or England8 Scotland and <ale( 0or t!e u"date to t!e mid&term evaluationG (tructure and content o0 t!e England u"date to t!e mid&term evaluation re"ortG t!e 1B level evaluation (trateg) 0or t!e u"date to t!e mid&term evaluation. 4!5!1 E5*0'*#)%" S#$*#/3, '!e England Objective 3 O"erational Programme !a( a rolling "rogramme o0 evaluation activit) t!at will in0orm t!e u"date to t!e mid& term evaluation re"ort. ; evaluation (trateg) leading to t!e u"date re"ort =(ee ;nneB *> !a( been dra0ted and agreed wit! t!e %?ES1 and wit! t!e ,onitoring 3ommittee. '!e (trateg) !a( been ba(ed on a bottom&u" a""roac! t!at 0ocu(ed on mea(uring t!e im"act o0 Objective 3 on t!e individual(8 com"anie( and organi(ation( t!at !ave received (u""ort rat!er t!an attem"ting to look at t!e macro&im"act o0 t!e "rogramme. '!e ESF Evaluation 'eam manage( t!e rolling "rogramme o0 evaluation in Objective 3. It i( com"ri(ed o0 a (tati(tical o00icer and re(earc!er( in t!e Social -e(earc! *ivi(ion o0 *<P and i( inde"endent 0rom ESF*. '!e team i( re("on(ible 0or carr)ing out economic anal)(i( o0 monitoring and (urve) data8 commi((ioning eBternal evaluator( to carr) out ("eci0ic re(earc! and managing t!e 0ollow&u" (urve)(. Steering grou"( made u" o0 ESF "artner( guide( individual re(earc! "roject(. Funding 0or t!e national evaluation o0 Objective 3 in England come( 0rom 3 (ource(6 t!e *<P re(earc! budgetG ESF tec!nical a((i(tance and eBtra *<P matc! 0unding. S/(%"& /5*0'*#)%" %7 C%-7)"*"()"3

'!e evaluation eBamined t!e "rogre(( o0 co&0inancing u" until t!e middle o0 2++3 i.e. (ome 1$ mont!( a0ter initial im"lementation and a )ear a0ter t!e 0ir(t evaluation. It al(o looked at t!e re"orted im"act( o0 t!e initiative on "rovi(ion under ESF Objective 3. 3on(ultation( wit! 1overnment O00ice( =1O(>8 3o& 0inancing Organi(ation( =3FO(> and a large (cale (urve) =.++ "rovider(> (!owed t!at 3o&0inancing !a( re(ulted in t!e engagement o0 a (igni0icant number o0 "rovider( t!at !ad not "reviou(l) been involved wit! ESF or wit! 3FO(. '!e ke) "oint( to note are a( 0ollow(6 '!e (am"le o0 co&0inancing "lan( eBamined contained a larger "ro"ortion o0 good 7ualit) "lan( t!an wa( encountered in t!e initial evaluation8 w!ile t!e "roce(( o0 bidding 0or 3FO (tatu(8 and "re"aring and negotiating co&0inancing "lan( !a( become (igni0icantl) ea(ier. 3o&0inancing !a( re(ulted in t!e engagement o0 a (igni0icant number o0 "rovider( t!at are new to ESF and to 3FO(. '!e availabilit) o0 matc!& 0unding wa( a (igni0icant 0actor in encouraging new "rovider( into ESF.
#$

'!e voluntar) (ector accounted 0or b) 0ar t!e large(t grou" o0 (ucce((0ul "rovider( in t!e (urve). ;mong(t un(ucce((0ul bidder( t!ere wa( (ome di((ati(0action wit! 0eedback "rovided b) 3FO(. ;lmo(t 4+C o0 "rovider( (urve)ed "erceive t!at co&0inancing will enable t!em to eB"and "rovi(ion in t!e neBt 1$ mont!(8 w!ile onl) 4C eB"ect t!at t!eir "rovi(ion will contract a( a re(ult. '!e(e 0inding( (ugge(t t!at co&0inancing !a( re(ulted in ESF becoming more !ig!l) di("er(ed t!an be0ore and !a( drawn in a large number o0 new "rovider(. Overall8 +C o0 re("ondent( 0elt t!at "rovi(ion 0or di(advantaged grou"( !a( generall) im"roved. '!e "revailing view among t!o(e "rovider( (urve)ed i( t!at ca"acit) building e00ort at local level !a( im"roved (ince t!e introduction o0 co&0inancing. '!e bene0it( o0 (im"li0ied a""lication( "rocedure( are "erceived to !ave been accom"anied b) increa(ed monitoring demand( b) 3FO( alt!oug! t!i( ma) be !el"ing to rai(e "rovider (tandard(. S#'&)/4 U"&/$#*./" )" 2004 7%$ #2/ U6&*#/ #% #2/ +)&-#/$+ /5*0'*#)%" %7 O-</(#)5/ 3 ; number o0 evaluation (tudie( were commi((ioned in 2++4 t!at will "rovide in0ormation to in0orm t!e u"date to t!e mid&term evaluation re"ort =alt!oug! t!ere wa( no 0urt!er evaluation o0 co&0inancing during 2++4 J it i( intended t!at a new co&0inancing evaluation (tud) will begin in 2++.>. Brie0 detail( o0 t!e i((ue( to be eBamined in t!e u"date re"ort and t!e relevant (tudie( are given below6 Follow-up data on the labour market experien e! o" indi#idual pro$ramme parti ipant! !ix month! and ei$hteen month! a"ter lea#in$ the pro$ramme t!e monitoring data generated t!roug! t!e admini(trative ()(tem( can "roduce u(e0ul aggregate data on t!e "rogre(( o0 t!e "rogramme. 4owever8 a( t!e admini(trative data i( onl) collected at t!e "roject level8 it i( not "o((ible to look in detail at t!e individual( w!o are on t!e "rogramme. 2eit!er can t!e monitoring data "rovide ver) detailed in0ormation on t!e outcome( o0 t!e "rogramme on "articular grou"( o0 individual(. '!e 0ollowing two (urve)( eBamine intermediate and longer term outcome(. '!e %ene"i iarie!& 'ur#e( will "rovide in0ormation at t!e level o0 t!e individual "artici"ant. '!i( (urve) will include bot! Sreal timeT data =t!at i( bene0iciarie( will be contacted w!il(t t!e) are (till being (u""orted b) "roject( J "roviding data on "roject activit)> and more longitudinal data J contacting bene0iciarie( a""roBimatel) (iB mont!( a0ter leaving "roject(. 4ence in0ormation will be available on t!e outcome( o0 receiving ESF (u""ort. ; number o0 7ualitative interview( wit! individual( 0rom S(en(itiveT grou"( will al(o take "lace. / )on$itudinal 'tud( !a( been commi((ioned in order to obtain in0ormation on t!e e00ectivene(( o0 t!e "rogramme on t!e longer term labour market outcome( o0 individual bene0iciarie(. '!i( (urve) contacted individual( w!o "reviou(l) "artici"ated in t!e 2++2 9eaver(@ Surve). It( "ur"o(e i( to "rovide in0ormation on t!e (u(tainabilit) o0 outcome( 0ollowing "artici"ation in Objective 3 0unded "roject( and t!e eBtent to w!ic! ESF (u""ort contributed toward( t!e(e "o(itive
#:

outcome(. '!e (tud) !a( involved bot! 7uantitative tele"!one interview( and a limited number o0 7ualitative in de"t! interview(. *#aluation o" *'F 'upport "or +ompanie! J to eBtend t!e in0ormation "rovided b) t!e 2++2 Surve) o0 3om"anie(8 a 7ualitative ca(e (tud) ba(ed "roject o0 com"anie( wa( commi((ioned in 2++4. It looked8 in de"t!8 at t!e content o0 training and t!e outcome( and e00ectivene(( o0 t!i( 0or bot! t!e com"anie( t!at receive ESF (u""ort and t!eir em"lo)ee(. '!e t)"e and eBtent o0 added value ari(ing 0rom t!e ESF training8 !a( al(o been o0 "articular intere(t. ,he -ole and *""e ti#ene!! o" .b/e ti#e 3 in 'upportin$ the * onomi all( 0na ti#e12ultipl( 3i!ad#anta$ed 4 0inding( 0rom t!e mid&term evaluation (ugge(ted t!at Objective 3 "roject( (!ould be encouraged to "rovide more e00ective and 0ocu(ed (u""ort to t!o(e w!o are economicall) inactiveEmulti"l) di(advantaged. In line wit! t!i( 0inding8 t!e u"date to t!e mid&term evaluation re"ort will eB"lore t!i( i((ue. *ata will be derived 0rom variou( (ource( but include t!e 0ollowing t!ree (tudie( w!ic! were all commi((ioned in 2++4. One (tud) =-ole o" .b/e ti#e 3 in 'upportin$ the 5ard to -ea h > will ("eci0icall) eBamine t!e e00ectivene(( and im"act o0 a range o0 mea(ure( and "ractice( taking "lace on Objective 3 "roject(8 w!ic! are u(ed to im"rove t!e outcome( o0 t!o(e w!o are economicall) inactiveEmulti"l) di(advantaged. '!i( (tud)8 ba(ed on in de"t! ca(e (tudie( o0 ESF "roject(8 will "rovide eBam"le( o0 good "ractice to enable "roject( to "rovide more e00ective and 0ocu(ed (u""ort8 "articularl) in relation to !el"ing bene0iciarie(@ acce(( "o(itive outcome( including a job(. '!e "roject !a( al(o con(idered !ow ESF "roject( add value =and can add 0urt!er value> to dome(tic "rogramme( (uc! a( 2ew *eal. ; 0urt!er ca(e (tud) ba(ed evaluation "roject !a( looked ("eci0icall) at t!e t)"e and content o0 Objective 3 (u""ort "rovided to individual bene0iciarie( and !ow t!i( relate( to individual@( need(. '!i( "roject !a( looked at t!i( i((ue in relation to all bene0iciarie(8 including t!e economicall) inactive. '!i( "roject !a( eBamined t!e t)"e o0 activit) t!at com"ri(e( an Sintegrated "ackageT o0 (u""ort and will "rovide good "ractice in relation to !el"ing bene0iciarie(@ acce(( em"lo)ment. ; t!ird "roject8 *#aluation o" 6lobal 6rant!7 !a( looked at t!e e00ectivene(( o0 1lobal 1rant( a( a mec!ani(m 0or !el"ing "eo"le 0rom di(advantaged communitie( or grou"( move clo(er to t!e labour market. '!i( !a( included eBamining t!e di00ering t)"e( o0 1lobal 1rant "rovi(ion and t!e im"act o0 t!i( "rovi(ion on reci"ient(. 4!6 F)"*"()*0 C%"#$%0 In England8 mo(t o0 t!e re7uirement( o0 -egulation 43$E2++1 are coordinated b) t!e Leri0ication and ;udit =L;> team and Programme *eliver) team in ESF *ivi(ion. '!e(e control( are detailed in t!e ;rticle . re"ort wit! 0urt!er in0ormation "rovided in t!e annual ;rticle 13 re"ort8 a( re7uired under t!e regulation. '!e deliver) o0 t!e .C in("ection "rogramme re7uired under ;rticle 1+ o0 t!e
$+

regulation i( coordinated b) t!e L; 'eam. '!e in("ection work i( carried out b) t!e nine 1overnment O00ice( =1O(> 0or ESF delivered wit!in eac! region and b) t!e L; 'eam@( own vi(iting team 0or national and centrall) 0unded "rogramme( and in 1ibraltar. ;udit( o0 t!e 1O( =a( Intermediate Bodie(>8 t!e ,anaging and Pa)ing ;ut!orit) are carried out b) t!e Internal ;((urance Service in t!e *e"artment 0or <ork and Pen(ion(. 'o en(ure e00ective deliver) o0 ;rticle 1+ o0 43$E2++18 t!e L; 'eam !ave6 "rovided com"re!en(ive guidance to t!e 1O( on6 "lanning & to allow L; 'eam to a((e(( w!et!er t!e 1O will meet target( and allocate (u00icient re(ource to in("ection work. (election o0 (am"le( J to en(ure com"liance wit! article 11 o0 43$E2++1. management in0ormation =(ee below>. !ow to carr) out an in("ection vi(it and w!at to c!eck. new guidance 0or in("ection work at co&0inanced organi(ation(. irregularit) re"orting in line wit! E3 -egulation 1 $1E:4. t!e rule( and regulation( t!at govern t!e u(e o0 ESF. introduced new guidance and "roce((e( on 0inancial correction( in line wit! E3 -egulation 44$E2++1 carried out a (erie( o0 mid&term "rogramme review vi(it( to all region( to gain a((urance t!at "ubli(!ed guidance on in("ection "lanning8 re"orting irregularitie( and a""l)ing 0inancial correction( i( a""lied correctl) and con(i(tentl)G carried out additional vi(it( to all region( to c!eck t!e accurac) o0 t!e ,I "rovided on "rogre(( again(t ;rticle 1+ c!eck( and re"orted irregular "a)ment(G coordinated 7uarterl) 1O audit network meeting(8 w!ere new guidance i( di(cu((ed and di((eminated8 "rogre(( on in("ection reviewed8 ke) common i((ue( rai(ed and action agreed8 and good "ractice (!aredG led di(cu((ion wit! 1O( on e00ective "re"aration 0or clo(ure o0 t!e 2+++&2++ "rogramme( 0ocu((ing on t!e le((on( learned 0rom t!e 1::4&::: "roce((G i((ued new guidance to 1O( on im"lementing article 1+ c!eck( on "roject( admini(tered b) 3FO(G worked wit! 3FO( on "reventative work to im"rove t!e 7ualit) o0 0inancial control(G
$1

"rovided (u""ort to 1O Secretariat (ta00 on c!ecking claim( to en!ance ;rticle 4 control(G agreed a "rogramme o0 additional article 1+ vi(it( to com"en(ate 0or de0iciencie( in ;rticle 4 control(G "rovided training 0or 1O in("ection (ta00G and "rovided (u""ort and advice on i((ue( rai(ed during t!e cour(e o0 in("ection work.

;( "art o0 t!e coordination role8 1O( are re7uired to "roduce a 7uarterl) in("ection re"ort to L; 'eam. '!i( re"ort "rovide(6 detail( o0 "rogre(( again(t meeting t!e .C target(G detail( o0 re(ource( allocated to in("ection workG an u"date on t!e "rogre(( made toward( t!e conclu(ion o0 a re"orted irregularit)G and a re"ort on i((ue( rai(ed t!roug! in("ection work.

'!e(e re"ort( !el" t!e L; 'eam to 0ocu( t!e in("ection e00ort( and in0luence general "olic) on ESF. P$%3$/44 %" #2/ I"46/(#)%" P$%3$*++/ ;( at 31 *ecember 2++48 "rogre(( again(t t!e .C in )ear target( i( (!own below6 2004 G 'otal eligible certi0ied =I> eB"enditure "aid and 183118+4$8:. 2 118+2:84.: 0!@4 C'+'0*#)5/ 38$.$8::18+:$ 3$#82118##$ 10!0?

In("ected Lalue =I> F )"46/(#/&

G N%#/ K )"46/(#)%" :%$. %" 2004 :)00 -/ (%"#)"'/& &'$)"3 2005!

'!i( (!ow( t!at t!e cumulative level o0 in("ection work i( well a!ead o0 t!e .C target. '!e in&)ear .C target 0or 2++4 (!ould be met b) t!e end o0 2++.. I$$/3'0*$)#)/4 '!e L; 'eam i( al(o re("on(ible 0or t!e coordination o0 irregularitie( in England and 1ibraltar in com"liance wit! -egulation 1 $1E:4. Once an irregularit) i( identi0ied8 it i( re"orted to t!e L; 'eam and logged. *etail( are t!en "a((ed to t!e *e"artment o0 'rade and Indu(tr) w!ic! coordinate all t!e irregularit) re"ort( 0or Euro"ean Structural Fund( wit!in t!e %?. '!e *'I t!en 0orward( detail( to O9;F. Once re"orted t!e "roject i( t!en given time to gat!er 0urt!er evidence to
$2

(u""ort t!e claim. I0 it 0ail( to "roduce (ati(0actor) evidence t!e amount identi0ied a( irregular i( recovered eit!er b) o00&(etting t!i( 0rom 0uture claim(8 or b) re"a)ment. I0 t!e organi(ation 0ail( or re0u(e( to "a)8 legal advice i( u(uall) (oug!t. Progre(( on clearing irregularitie( i( monitored b) t!e L; 'eam. '!e L; 'eam al(o conduct vi(it( to 1O( to di(cu(( audit(8 i((ued rai(ed8 and to o00er advice on "rogre((ing di00icult ca(e(. I0 t!e irregularit) i( o0 a ()(temic nature8 audit work i( eBtended to ot!er "roject( run b) t!e organi(ation. In all ca(e( a re"ort i( "roduced t!at "rovide( recommendation( t!at will !el" "revent an) re&occurrence o0 t!e irregularit). '!e number and value o0 irregularitie( re"orted i( a( 0ollow(6 R/6%$#/& )$$/3'0*$)#)/4 *4 *# 31 D/(/+-/$ 2004 Irregularitie( re"orted Irregularitie( clo(ed O"en irregularitie( N'+-/$ R/6%$#/& I" 2004 1$ 13 2; C'+'0*#)5 / 1+$ $ 4+ C'+'0*#)5/ V*0'/ (L) 482448.2# 1844:8:2+ 28#:48 +#M

GN%#/ K )" 2@ %7 #2/ 40 (*4/4 #2/ #$'/ *+%'"# %7 #2/ )$$/3'0*$ 6*,+/"# 2*4 ,/# #% -/ 9'*"#)7)/&8 *"& #2/ )$$/3'0*$)#, 2*4 #2/$/7%$/ -//" )")#)*00, $/6%$#/& *4 #2/ 7'00 5*0'/ %7 #2/ (0*)+! T2)4 *+%'"# :)00 $/&'(/ :2/" #2/ #$'/ 5*0'/ %7 #2/ )$$/3'0*$)#, )4 /4#*-0)42/&!

'!e main cau(e( o0 irregularitie( re"orted u" to 31 *ecember 2++4 are detailed below6
I$$/3'0*$)#, F %7 )$$/3'0*$)#)/4 $/6%$#/&

Ineligible co(t( Financial control 2on&veri0iable matc! 0unding Bene0iciar) -ecord( Bene0iciar) 3o(t( 9i7uidation Incorrectl) 3om"leted 3laim Bene0iciar) eligibilit) 2ot delivered in line wit! ("eci0ication Fal(e 3laim 3o(ting ,et!odolog)
MN%#/; S%+/ )$$/3'0*$)#, $/6%$#4 $*)4/& +%$/ #2*" %"/ )44'/!N

2 3. 2. $ 3 3 2 2 1 1

'!e(e cau(e( are di(cu((ed wit! 1O( and wit!in ESF *ivi(ion to !el" "revent re&occurrence. Preventive mea(ure( taken include i((uing revi(ed guidance8 brie0ing (e((ion( 0or "roject a""licant( and t!e en!ancement o0 control(. I$$/3'0*$)#)/4 -/0%: #2/ &/ +)")+)4 (E4000) In addition to t!e irregularitie( re"orted under -egulation 1 $1E:4 t!ere !ave
$3

been 4 minor irregularitie( u" to *ecember 2++4 wit! a cumulative value o0 P3#8223 t!at !ave 0allen below t!e de minimi( level I+6$%5)"3 D/0)5/$, Following an audit o0 co&0inancing deliver) in England in ,arc! 2++4 b) *1 Em"lo)ment amendment( were made to t!e interim claim declaration( made b) 3FO( and alternative bidding organi(ation(. %nder t!e revi(ed arrangement( bot! 3FO( and alternative bidder( now declare actual ESF8 "ublic and "rivate matc! 0unding at interim claim (tage. Final claim( =Project 3lo(ure -e"ort(> !ave alwa)( re7uired declaration( o0 actual eB"enditure 0or ESF and matc! 0unding and continue to do (o. Pa)ment( to 3FO( and alternative bidder( at interim claim (tage continue( to be ba(ed on t!e ESF intervention rate multi"lied b) total eligible eB"enditure le(( an) revenue. ; (e"arate "a)ment( 0ile i( maintained wit!in t!e ESF I' ()(tem to "rovide an audit trail to t!e "a)ment( made. ;ll 3FO( and alternative bidder( w!o were re7uired to (ubmit interim claim 0orm( in Aul) and ;ugu(t 2++4 did (o u(ing a revi(ed interim claim 0orm and declared actual ESF8 "ublic and "rivate matc!. Ot!er 3FO( and alternative bidder( u(ed t!e revi(ed 0orm 0or t!eir neBt interim claim but were a(ked to "rovide an additional declaration in order to "rovide a 0urt!er breakdown o0 t!eir la(t interim declaration o0 total eligible eB"enditure to (!ow t!e cumulative actual ESF8 "ublic and "rivate matc!. ;n Objective 3 interim claim wa( (ent to t!e 3ommi((ion in October 2++4. '!i( declaration included onl) actual amount( o0 ESF eB"enditure declared b) 3FO( and direct bidder(. ; (ummar) o0 "rogre(( on audit o0 co&0inancing i( (et out in t!e table below6

$4

$.

ESF MISSION ON CO-FINANCING IN ENGLAND (OP 1999GBO53PO003) 2004 K UPDATE ON PROGRESS AT 31 DECEMBER 2004 A$#)(0/ 4 %7 R/3'0*#)%" 43@D2001 R/6%$# R/7; #.1.1 ,o(financing Organisations: It i( (trongl) recommended t!at8 in order to com"l) wit! t!e re7uirement( o0 ;rt. 4 t!at t!e 1O( organi(e vi(it( to monitor t!e o"eration( at t!e level o0 eBecution. #.1.1 ,o(financing Organisations: '!e 1O( are invited to (ubmit t!eir ;rt. 4 "lan( 0or in0ormation and a""roval b) ESF*. '!i( in0ormation (!ould be (ubmitted to t!e Internal ;((urance Service( in t!e 0ramework o0 t!e ;rt 1. certi0ication "roce((. #.1.1 ,o(financing Organisations: '!e 1O( monitoring vi(it( !ave to be rede0ined in order to include t!e c!ecking and veri0ication o0 tendering "rocedure( a""lied b) t!e variou( 3FO(. #.1.2 Direct Bidding: '!e 1O( are invited to (ubmit t!eir ;rt. 4 "lan( 0or in0ormation and a""roval b) ESF*. '!i( in0ormation (!ould be (ubmitted to t!e Internal ;((urance Service( in t!e 0ramework o0 t!e ;rt 1. certi0ication "roce((. #.1.3 Both Direct Bidding 0 ,o financing Organisations: 3o") o0 0inal guidance note( 0or ;rt. 4 c!eck( to be 0orwarded to 3ommi((ion R/(%++/"&*#)%" A(#)%" %'#4#*"&)"3 *# 31 D/( 2004 Included in u"dated 3o&0inancing 1uidance i((ued at t!e end o0 ;"ril 2++.

Included in u"dated 3o&0inancing 1uidance i((ued at t!e end o0 ;"ril 2++.

Included in u"dated 3o&0inancing 1uidance i((ued at t!e end o0 ;"ril 2++.

# out o0 : 1O "lan( received. *etail( to be 0orwarded to I;S once all "lan( !ave been received and reviewed b) ESF* Programme *eliver) 'eam.

1uidance 0or directl) 0unded "rovi(ion com"leted and "a((ed to 3ommi((ion. 1uidance re 3FO( Included in u"dated 3o&0inancing 1uidance i((ued at t!e end o0 ;"ril 2++.

#.1.4

In order to com"en(ate 0or t!e ab(ence o0 ade7uate ;rt. 4 monitoring vi(it( under t!e direct bidding (c!eme8 it i( (ugge(ted =a( a wa) 0orward 0or com"en(ating 0or t!i( ab(ence> to "er0orm additional ;rt 1+V2 control(. In t!e audit team@( view8 a minimum additional (am"le o0 1#$ monetar) !it( =,onetar) %nit Sam"ling J 2C materialit) J con0idence :.C & "reci(ion 1+C o0 materialit)>8 to be taken 0rom t!e direct bidding "o"ulation need( to be controlled. '!i( additional (am"le8 toget!er wit! random (am"le taken in t!e 0ramework o0 regular ;rt 1+V2 control(8 (!ould (u00ice to determine t!e monetar) error8 i0 an)8 in t!e "o"ulation.

;dditional ;rt 1+W2 c!eck( in "rogre((8 wit! aim 0or com"letion b) ,arc! 2++ .

A$#)(0/ ? %7 R/3'0*#)%" 43@D2001 #.2 '!e Engli(! ;ut!oritie( are re7ue(ted to remind t!e 1O( t!at t!e contact( wit! a""licant( need to be 0ormali5ed and ke"t on 0ile in order to "rovide a 0ull "a"er audit trail o0 a""roval( and monitoring o0 t!e "roject(.

-eminder i((ued Februar) 2++.

T2/ O5%0'"#*$,P (%"#$)-'#)%" #.4 '!e Engli(! ;ut!oritie( are re7ue(ted to (to" t!i( "ractice wit!out dela) and to make (ource( o0 "ublic matc! 0unding available 0or t!e 'ec!nical ;((i(tance mea(ure. '!e alread) received contribution( (!ould eit!er be reimbur(ed to t!e 0inal bene0iciarie( or con(idered a( income 0or t!e mea(ure and deducted 0rom t!e total eB"enditure be0ore calculating t!e ESF intervention. 3ommi((ion inter"retation received 0rom *1 -egio

V*0'/ 7%$ M%"/, K O'#6'#8 %'#(%+/48 *"& +)0/4#%"/4 &/7)"/& '"&/$ OCT #.. '!e Engli(! ;ut!oritie( are (trongl) recommended to i((ue clear and tran("arent guideline( concerning t!e ca(e( w!ere (igni0icant deviation( between a""lication and deliver) are noticed and t!e corrective action( t!at ;lread) included in contract( wit! "rovider(. 9ikel) to be 0ew8 i0 an)8 0urt!er *irect Bid a""lication( a( co&0inancing i( now t!e main met!od 0or di(tributing ESF. 3FO tender( tale into account co(t(

$#

need to be taken in. '!i( (!ould be mentioned in t!e agreement(Econtract( wit! t!e "rovider(. It would al(o a""ear t!at an increa(ed critical a((e((ment o0 "roject a""lication( i( nece((ar)8 ("eci0icall) concerning t!e outcome and co(t o0 certain t)"e( o0 o"eration( in order to !ave a more reali(tic out(et o0 t!e "roject.

and value 0or mone)

M%")#%$)"3 %7 &'60)(*#)%" %7 *(#)5)#)/4 #. #. '!e Engli(! ;ut!oritie( are re7ue(ted to i((ue guideline( regarding t!e e00icient monitoring o0 "otential du"lication o0 activitie( andEor bene0iciarie(. In t!e audit team@( view8 a monitoring ()(tem organi(ed at t!e level o0 t!e 1O would allow 0or an overall view o0 t!e activitie(8 "rovider( and bene0iciarie(. Included in u"dated 3o&0inancing 1uidance i((ued at t!e end o0 ;"ril 2++. %nder review J unlikel) to be im"lemented becau(e o0 co(t o0 develo"ing (uc! a large databa(e

C*00 7%$ #/"&/$ #.# '!e ESF* i( recommended to i((ue clear "rocedure( detailing t!e ("eci0ic re7uirement( to w!ic! O3' (!ould com"l)8 e.g. t!roug! a "rocedure( manual a""licable to all 3FO(. 9etter Pur(glove J Batti(totti 14 ;ug 2++4 J not a""ro"riate. ;ll 3FO( are "ublic bodie( and a( (uc! !ave t!eir own "rocurement guidance t!at re0lect( SI 322$E1::38 t!e "ublic (ervice( contract regulation(

CFO 46/()7)( $/(%++/"&*#)%"4 #.: /ssociation of ondon #overnments '!e Engli(! ;ut!oritie( are re7ue(ted8 in t!e 0ramework o0 ;rt 3$ V2 o0 3ouncil -egulation 12 +E::8 to "er0orm an in&de"t! ()(tem( audit on t!e management and control ()(tem( a""lied b) t!e ;91 and to eBclude an) error( and un"aid eB"enditure 0rom t!e eB"enditure claim(. Furt!ermore8 t!i( It i( acknowledged t!at t!ere were (ome de0iciencie( in ;91 ()(tem( at t!e time o0 t!e audit and 1O 9ondon are working wit! t!e 3FO to re(olve t!em. '!e work will include o0 a 0ull review in line wit! t!e auditor@( recommendation(.

$$

audit (!ould "a) "articular attention to t!e value 0or mone) a("ect o0 t!e "roject(. In ca(e in(u00icient value 0or mone) i( ob(erved =outcome8 out"ut not in line wit! "roject a""lication>8 t!e eB"enditure declared (!ould be eBcluded 0rom eB"enditure declaration( (ent to t!e 3ommi((ion. #.: /ssociation of ondon #overnments '!e Engli(! ;ut!oritie( are re7ue(ted to eBclude t!e .C admini(trative co(t( declared b) t!e ;91 in t!e 0ramework o0 t!e 3FO activitie(. 'o be reviewed b) 1O 9ondon.

$:

4!? T/(2")(*0 A44)4#*"(/ '!e Objective 3 'ec!nical ;((i(tance Strateg) 0or England 0or t!e "eriod 2+++&2++ =anneB E> concentrate( on 0our main area( o0 work6 "ublici(ing t!e Objective 3 "rogrammeG delivering Objective 3 e00ectivel) at a national level acro(( t!e Engli(! region(G evaluating t!e re(ult( o0 Objective 3 inve(tment(G and di((eminating good "ractice.

<!en t!e O"erational Programme wa( agreed I$1million wa( available to (u""ort '; activit). ;round I3+ million o0 t!i( i( available to (u""ort e00ective "rogramme deliver) =mea(ure .1> wit! t!e balance (u""orting ot!er '; activitie( including "ublicit)8 evaluation and good "ractice di((emination =mea(ure .2>. 4al0 o0 t!e available budget wa( allocated to 1overnment O00ice( wit! t!e balance !eld centrall) to (u""ort national activit). 3urrent allocation o0 '; mone) b) mea(ure and region i( (!own in t!e table below6
R/3)%" Ea(t ,idland( Ea(t 9ondon 2ort! Ea(t 2ort! <e(t Sout! Ea(t Sout! <e(t Hork( K 4umber <e(t ,idland( 2ational T%#*0 M/*4'$/ 6!1 (E+) 2.$ 2.# 3.4 3.+ 3. 3.+ 1.$ 2.# ..2 2. 30!@ M/*4'$/ 6!2 (E+) +.# 1.+ 2.2 +.: 2.# 1.. 1.+ 1.+ 1.: 1 .$ 29!? T%#*0 (E+) 3.. 3.# .. 3.: .3 4.. 2.$ 3.# #.1 1:.4 60!5

3ommitment and ("end on '; !a( been (low. ;n ongoing i((ue !a( been t!e abilit) to (ecure (u00icient matc! 0unding to draw down ESF ';. 3urrent "er0ormance in term( o0 commitment and ("end i( (et out in t!e table below.
M/*4'$/ .1 E00ective deliver) .2 Ot!er activit) C'$$/"# *00%(*#)%" (E+) 3+.$ 2:.# ESF (%++)##/& (E+) 1$.: $.1 D/(0*$/& ESF /16/"&)#'$/ (E+) 1+.. 3.2 S6/"& *4 F %7 *00%(*#)%" 34.1C 1+.$C

*ue to t!e (low take u" o0 '; mone)8 t!e ,onitoring 3ommittee agreed t!at I21.4 million o0 '; would be vired 0rom ,ea(ure .2 to (u""ort ot!er
:+

"rogramme activit) 0ollowing t!e mid&term review. '!i( mone) wa( taken 0rom t!e national .2 allocation8 leaving regional '; budget( unc!anged. '; !a( (u""orted a range o0 activit) at national level including "roject( t!at (u""ort t!e national develo"ment o0 ESF I'8 evaluation and "ublicit) ()(tem( 0or t!e 9earning and Skill( 3ouncil8 (u""ort 0or t!e '!ird Sector and t!e annual ;dult 9earner( <eek "rogramme delivered b) t!e 2ational In(titute o0 ;dult 3ontinuing Education =2I;3E> =(ee (ection 4.$ on "ublicit)>. '!e two "roject( admini(tered b) t!e 9S3 (u""ort national 9S3 work led b) t!e 2ational 9S3 O00ice and co&ordinated b) t!e ESF 'eam. '!i( include( t!e role o0 t!e 9S3 a( a national ESF Objective 3 Programme "artner w!ic! contribute( to "artner(!i"8 "olic) and "ractice develo"ment in t!e deliver) o0 t!e current "rogramme. %nder t!e E00ective *eliver) ,ea(ure intervention( are intended to im"rove t!e e00ectivene(( o0 ESF Objective 3 "rimaril) t!roug! t!e develo"ment and en!ancement o0 t!e 3o&0inancing a""roac!. '!i( will include6 '!e develo"ment and im"lementation and ongoing en!ancement o0 bu(ine(( "roce((e( and ()(tem( t!at (u""ort e00ective co&0inanced deliver) and t!e regulation( t!at a""l) to (uc! an a""roac!. '!e develo"ment o0 new ()(tem( and t!e u"grading o0 e(tabli(!ed ()(tem( to en!ance t!e admini(tration o0 ESF 0und( b) t!e 9S38 bot! to en!ance evidence ca"ture wit!in t!e 9S3 and to (u""ort t!e work o0 t!e 1O( and ESF *ivi(ion including time recording ()(tem( and integrated auditing. *evelo"ment and integration o0 ESF ,I into t!e core 9S3 ()(tem( at t!e learner level to 0urt!er en!ance t!e identi0ication and tracking o0 t!e ESF (u""orted learning andEor deliver). Fund( will al(o be u(ed to (u""ort activit) under Evaluation and Publicit) (u""orting t!e 0ollowing activit)6 %ndertaking national event( and con0erence( to en(ure develo"ment o0 common under(tanding o0 good "ractice8 "olic)8 develo"ment( and "roce(( im"rovement( acro(( t!e 9S3. <!ere relevant t!i( will include "artner organi(ation(8 1O( and ot!er(. Provi(ion o0 data 0or t!e 1O( and ESF* 0or anal)(i( and inter"retation. =(ee (ection 4...1 on evaluation>> Provi(ion o0 a 0orum 0or t!e develo"ment and di((emination o0 good "ractice in ()(tem8 "roce((e( and guidance to be (!ared between 3FO(8 1O( and ESF*.

-egional '; activit) i( a""roved b) -egional 3ommittee(. '!e "o(ition on commitment and ("end again(t regional allocation( i( a( 0ollow(6

:1

M/*4'$/ .1 .2

A00%(*#)%" (E+) 2$.2 12.:

ESF C%++)##/& (E+) 1#.3 1.:

ESF E16/"&)#'$/ (E+) 1+.3 1..

Some eBam"le( o0 regional '; "roject( are (et out below6 E*4# %7 E"30*"& 'ec!nical ;((i(tance i( !el"ing to 0und an Environmental Su(tainabilit) '!eme ,anager to integrate t!e environmental (u(tainabilit) acro(( all (tructural 0und(. 'otal ESF 0or 2++4 i( P:8111. '!e contract i( managed b) t!e Environment ;genc) and include( t!e 1overnment O00ice8 Engli(! 4eritage8 3ountr)(ide ;genc) and Engli(! 2ature a( ke) "artner(. Over P1++8+++ o0 '; !a( been u(ed to 0und 9ocal ,anagement 1rou"( wit!in all (iB countie(. '!e(e grou"( con(i(t o0 a wide range o0 local "artner( w!o(e role i( to "rovide !el" and (u""ort 0or "otential bidder( and t!o(e wit! current contract(. '!e Structural Fund( Publicit) 3ontract i( managed b) t!e -egional *evelo"ment ;genc) u" to 31 *ecember 2++ . It( aim i( to rai(e awarene(( o0 (tructural 0und( wit!in t!e region8 and to create a "o(itive "erce"tion o0 E% 0und( in t!e region. Initial work !a( included creation o0 a (tructural 0und wide regional booklet and generation o0 "ublicit) t!roug! "re(( relea(e(. E*4# M)&0*"&4 '!e Ea(t ,idland( Objective 3 -egional ,onitoring 3ommittee a""roved two 'ec!nical ;((i(tance "roject( under mea(ure .1 during 2++4. '!e 0ir(t o0 t!e(e wa( to (u""ort t!e regional "artner 0or t!e Furt!er Education (ector and t!e (econd wa( to (u""ort t!e Loluntar) and 3ommunit) (ector "artner. Bot! "artner( "la) an active "art in ESF in t!e Ea(t ,idland( t!roug! ,onitoring 3ommittee and working grou" "artici"ation8 communicating wit! ESF a""licant( and working along(ide 3o&0inancing Organi(ation(. One "roject wa( (u""orted under ,ea(ure .28 to allow Aobcentre Plu( to activel) "romote t!eir involvement in ESF8 0or eBam"le b) incor"orating "romotion o0 ESF into t!eir -egional ,arketing Strateg) and di((eminating in0ormation on ESF involvement via local network( o0 "artner( including 9S3(8 Sure Start8 Earl) Hear(8 FE 3ollege(8 9ocal ;ut!oritie( and em"lo)er coalition(. ; 'ec!nical ;((i(tance "roject wa( al(o develo"ed w!ic! enabled t!e "o(t o0 3ommunication( ,anager to be created wit!in t!e ESF Secretariat 0rom Aanuar) 2++.. N%$#2 E*4#
:2

'!e "rogramme o0 'ec!nical ;((i(tance 0und( t!e work o0 a number o0 (ector re"re(entative(. -e"re(entative( 0rom 4ig!er Education8 Furt!er Education8 t!e 9ocal ;ut!oritie( and t!e Loluntar) Sector( are re("on(ible 0or monitoring t!e "roject( wit!in t!eir (ector a( well a( attending a""rai(al "anel( wit! 3o 0inancing organi(ation(. In addition t!e) are all active member( o0 t!e EBecutive grou" w!o "rovide advice and guidance on deliver) o0 t!e Objective 3 "rogramme to t!e -egional 3ommittee. Ot!er work t!e) undertake i( in t!e "rovi(ion o0 (ectoral tec!nical in0ormation to 3o Financing Organi(ation( and t!e 1overnment O00ice in (u""ort o0 t!e -egional *evelo"ment Plan and 3o Financing Organi(ation@( "lan(. N%$#2 A/4# ; new 'ec!nical ;((i(tance (trateg) wa( agreed in October 2++3 and re("onded to t!e i((ue( identi0ied at t!e ,id&'erm Evaluation and to better re0lect t!e di(tinction between Fcore@ and Fnon&core@ "roject(. F3ore ;ctivit)@ i( taking 0orward ()(tem( develo"ment8 "rogramme (tudie(8 eBc!ange o0 be(t "racticeE(!aring knowledge and evaluationE(ucce((ion "lanning. '!i( i( managed b) t!e Euro"ean Programme EBecutive =EPE> team wit!in t!e 1overnment O00ice. For Objective 3 two contract( are in "lace. '!e 0ir(t covering t!e admini(tration o0 t!e Objective 3 "rogramme wit!in t!e EPE and t!e (econd to (u""ort t!e "rovi(ion o0 *eliver) Su""ort ,anager( at (ub&regional level to develo" a more co!e(ive a""roac! to t!e deliver) o0 t!e Euro"ean Structural Fund(. F2on&core@ "rovide( (u""ort to organi(ation( delivering t!e Objective 3 "rogramme. '!i( cover( t!o(e organi(ation( t!e 1overnment O00ice !a( contracted wit! directl)8 3o&0inancing organi(ation( and regional "artner(. '!ere are currentl) 21 contract( in "lace. ; Senior ;udit 3om"liance ,anager i( now in "o(t in EPE w!o(e re("on(ibilitie( include monitoring and re"orting "er0ormance. S%'#2 E*4# '!e aim o0 'ec!nical ;((i(tance in t!e "eriod 2++4 to 2++ in t!e Sout! Ea(t i( to (u""ort activitie( a( (et out in t!e England O"erational Plan 0or t!e Objective 3 "rogramme to a((i(t t!e e00ective im"lementation o0 t!e "rogramme in t!e region. ;( a re(ult an action "lan !a( been devi(ed (etting out t!e area( to be (u""orted including "roject de(ign and (election8 monitoring8 "ublicit)8 evaluation and e7ual o""ortunitie(. '!e(e activitie( are being (u""orted t!roug! 0our ("eci0ic contract( a( 0ollow(6 an 9S3 -egional co&ordinator w!o bring( toget!er joint view( on ESF i((ue( in t!e region 0rom t!e (iB local 9S3(G a 4ig!er Education ESF co&ordinator (u""orting "roject( in t!e (ector and generating new bid(G voluntar) and communit) (ector (u""ort t!roug! Sout!ern ;((ociation 0or Loluntar) ;ction 1rou"( in Euro"e =S;L;1E>G and an EBecutive Su""ort 1rou" 3o&ordinator (u""orting t!e (election o0 "roject(. S%'#2 A/4#
:3

'ec!nical ;((i(tance i( being u(ed to (u""ort t!e 0unding o0 additional admini(trative "o(t( 0rom ,arc! 2++2 to Se"tember 2++4 to en!ance deliver) o0 t!e "rogramme. '!e) include "o(t( 0or E7ual O""ortunitie( ,ain(treaming8 ,onitoring and Evaluation8 Publicit) and Programme *evelo"ment and two ;O (u""ort "o(t(. '!e S9I, =Skill( and 9earning Intelligence ,odule> "roject i( (u""orting re(earc! at t!e %niver(it) o0 EBeter. '!i( "roject i( eBamining (ourcing and develo"ment o0 in0ormation and knowledge8 and t!e link to t!e develo"ment o0 regional "olic) and it( inter"retation. S;L;1E =Sout!ern ;((ociation o0 Loluntar) ;ction 1rou"( 0or Euro"e> i( being (u""orted to !el" (mall voluntar) (ector grou"( to "re"are bid( t!at !el" t!em gain acce(( to ESF 0unding. 4!@ P'-0)()#, In October 2++48 t!e England Objective 3 ,onitoring 3ommittee a""roved an u"dated In0ormation and Publicit) Strateg) Progre(( -e"ort =anneB 1>. '!e u"dated (trateg) and "lan take account o0 3o&0inancing arrangement( and include "ublicit) mea(ure( introduced (ince t!e original (trateg) wa( a""roved in 2+++8 (uc! a( t!e re7uirement 0or "roject( to di("la) ESF "ublicit) "la7ue(. '!e (trateg) aim( to !el" increa(e "ublic and bene0iciar) awarene(( o0 ESF activitie(. It al(o (et( out w!at more (!ould be done to "romote ESF among(t deci(ion maker( in t!e (econd !al0 o0 t!e "rogramme. '!e mea(ure( taken com"l) wit! "ublicit) article( in 3ouncil regulation =E3> 2o 12 +E:: and 3ommi((ion -egulation =E3> 2o 11.:E2+++. *uring t!e )ear t!ere were a number o0 ot!er (igni0icant (trategic develo"ment(. For eBam"le a Publicit) Plan and a -e(ource Folder to !el" ESF *ivi(ion8 1overnment O00ice( and all regionalElocal 3o&0inancing Organi(ation( deliver ESF "ublicit) activit) more e00ectivel) !a( been u"dated. '!e Publicit) Plan under"in( t!e national "ublicit) (trateg) and contain( a (erie( o0 objective( to en(ure E3 regulation( are met and t!at greater value and im"act i( ac!ieved 0rom all "ublicit) mea(ure(. '!e "lan com"lement( and (u""ort( t!e "ublicit) (trategie( o0 ot!er (take!older( =9earning and Skill( 3ouncil and Aobcentre Plu(>. '!e -e(ource Folder contain( a range o0 in0ormation8 tool( and "ublicit) material to a((i(t wit! deliver) o0 t!e "lan. '!e "lan and 0older were di(cu((ed at two "ublicit) work(!o"(8 and a 0inali(ed ver(ion i( di(tributed to all (take!older( a0terward( during t!e )ear. ;t an o"erational level8 a number o0 new or u"dated "ublicit) material( were develo"ed t!at !ave (igni0icantl) en!anced t!e national "ublicit) e00ort. '!e(e "roduct(8 w!ic! increa(ingl) 0ocu( on t!e outcome( and im"act o0 ESF8 are al(o being u(ed eBten(ivel) b) 1O( and 3FO( at a regionalElocal level. '!e) include6 ESF 2ew( wit! more "age( and more ca(e (tudie( (!owing !ow "roject( are bene0iting individual( and communitie(G a wide ranging new( (ectionG and 0eature article( eB"laining !ow ESF (u""ort( national "rioritie(8 (uc! a( t!o(e identi0ied in t!e 2ational ;ction
:4

Plan( 0or Em"lo)ment and Social Inclu(ion. ;rticle( addre(( all ESF Polic) Field(. *i(tribution !a( been increa(ed to around :+++ co"ie( "er edition and now include( all Aobcentre Plu( o00ice(8 9ocal ;ut!oritie(8 and t!e 4ig!er Education (ector. ; recent reader(!i" (urve) (!owed t!at t!e majorit) o0 reader( 0elt t!e 7ualit) o0 t!e maga5ine i( good. It !ig!lig!ted t!at t!ere i( con(iderable demand 0or regional new( item( and more u"date(. ; (u(tainable develo"ment "o(ter di(tributed in t!e Aune i((ue wa( "o"ular nationall). Ot!er (u""lement( like t!e mid&term review !ave been i((ued and well received. an ESF video8 =al(o available in 3* -om and *L* ver(ion( "lu( an accom"an)ing booklet> t!at u(ed (iB "roject ca(e (tudie( acro(( t!e %? to (!ow !ow ESF i( "romoting em"lo)ment o""ortunitie( 0or all wa( al(o made available. It wa( di(tributed widel) among(t 1O(8 3o&0inancing Organi(ation( and ot!er (trategic "artner(. ;ll video ca(e (tudie( can be viewed individuall) on t!e new ESF national web(ite. a 44 "age @ESF in England@ booklet wa( i((ued giving 0actual in0ormation about ESF arrangement( in t!e region( and England and contact detail( at nationalE regional level. '!e booklet re0lected 3o&0inancing arrangement( and t!ou(and( o0 co"ie( !a( been di(tributed 0or u(e b) ke) (take!older(.

Ot!er core national "ublicit) and activit) continue(8 (uc! a( t!e di(tribution o0 ESF "la7ue( to "roject( =c. 148+++ (ince mid 2++2> and a range o0 ESF "romotional material( to 1overnment O00ice( and 3o&0inancing national o00ice(. ;n evaluation o0 t!e web(ite b) u(e wa( undertaken b) t!e u(e o0 a 7ue(tionnaire. It (!ow( t!at ESF* !a( been correct in moving t!e main em"!a(i( o0 t!e web(ite awa) 0rom w!at ESF i( to good "ractice and new(. '!e ESF web(ite www.e(0.gov.uk i( t!e "rimar) web(ite u(ed b) "artner( and t!e "ublic8 and i( growing in "o"ularit) a( a u(e0ul (ource o0 ESF in0ormation. In Februar) 2++4 a new (ite wa( launc!ed w!ic! eBceeded t!e 1overnment@( re7uirement( on acce((ibilit) and b) t!e end o0 2++4 vi(it( to t!e (ite !ad eBceeded 1.+8+++. '!e SESF 2ew(T maga5ine i( acce((ible 0rom t!e 2ew( (ection w!ic! al(o !a( detail( o0 active ca(e (tudie(. ESF continue( to (u""ort ;dult 9earner( <eek8 t!e annual %? wide week long 0e(tival o0 adult learning. From a "ublicit) "er("ective t!i( (u""ort include( eBten(ive u(e o0 ESF logo and re0erence( to E% (u""ort in t!e media =0or in(tance at railwa) (tation(>. '!e ESF 0unding 0or t!e ;dult 9earner( <eek "roject i( u(ed to "ublici(e t!e role o0 ESF in (u""orting learning o""ortunitie( 0or adult( in marginal communitie(. EBam"le( o0 "ublicit) material(8 including local "re(( article(8 are li(ted at anneB 1. O#2/$ P'-0)()#, *(#)5)#,
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3!ri( Pond8 t!e *<P ,ini(ter wit! re("on(ibilit) 0or ESF8 !a( been involved in a number o0 activitie(8 including vi(it( to a number o0 ESF "roject(8 and !a( attracted regional "re(( coverage. '!e(e !ave al(o been 0eatured in ESF 2ew( and on t!e 2umber 1+ web(ite. ESF *ivi(ion !a( al(o 0acilitated two "ublicit) work(!o"( 0or 1overnment O00ice(8 Aobcentre Plu( and 9S3 re"re(entative( to review recent activit) and (!are good "ractice. ESF *ivi(ion al(o monitor( "re(( coverage o0 ESF. Between Aune and ;ugu(t 2++4 t!ere were 1.+ national or regional "re(( article( containing "o(itive re0erence( to ESF activitie(. In t!e (econd !al0 o0 t!e current "rogramme "eriod8 an increa(ing number o0 mea(ure( will 0ocu( on "ublici(ing t!e ac!ievement( and outcome( o0 ESF 0unding. '!e(e include national and regional "ublicit) (trategie(8 web(ite( and new(letter( w!ic! are de(igned to reac! be)ond t!e traditional ESF audience. ;ll national and regional "artner( !ave a role to "la)6 ESF *ivi(ion wit!in central 1overnmentG 1overnment O00ice( and 3FO( and ot!er "artner(. ESF *ivi(ion !a( "ublici(ed t!e outcome( o0 t!e mid&term evaluation and mid&term review. '!e Se"tember i((ue o0 ESF new( included a 0our "age (u""lement on t!e mid&term evaluation and i( to be 0ollowed b) a brie0ing note 0or regional deci(ion maker( on t!e ke) evaluation 0inding( and mid&term review adju(tment(. '!e *ivi(ion i( al(o working wit! colleague( wit!in *<P8 *0ES8 Aobcentre Plu( and t!e 9earning and Skill( 3ouncil( to rai(e awarene(( o0 !ow ESF i( adding value to t!eir em"lo)ment and (kill( (trategie(. Furt!er activitie( under con(ideration include ,ini(terial vi(it( to "roject(8 "re(( relea(e(8 0act (!eet( and targeted mail(!ot(. In 2++. t!e %? will !old t!e Pre(idenc) o0 t!e Euro"ean 3ouncil 0rom Aul) to *ecember. '!i( will "rovide an eBcellent o""ortunit) to rai(e t!e "ro0ile and "romote t!e ac!ievement( o0 ESF. ;n ESF event i( to be !eld in October 2++. and will 0ocu( on !ow ESF i( (u""orting national (trategie( to ac!ieve t!e 9i(bon em"lo)ment target(. '!e event will al(o (!owca(e good "ractice and le((on( 0rom ESF "roject( to deci(ion maker( 0rom t!e %? and re"re(entative( 0rom ot!er ,ember State(. -egion( and "artner( will al(o be organi(ing t!eir own event( and activitie( to coincide wit! t!e Pre(idenc). ESF *ivi(ion will be eB"loring o""ortunitie( to include ESF me((age( in ot!er o00icial %? Pre(idenc) event(8 and will be "roducing material( to (u""ort t!e Pre(idenc). '!i( will include a new %? video to u(e during t!e "eriod in t!e region(8 a (et o0 2+ booklet( t!at will cover bot! t!e nine region( and England8 t!e 0our 4ori5ontal '!eme( and 0ive Priorit) Field area( and E7ual. In addition ESF* will be (u""orting ot!er Pre(idenc) event( organi(ed b) ot!er *e"artment( wit! a (tand and material(. *uring t!e )ear8 t!ere !ave been increa(ed liai(on between ESF *ivi(ion and 1overnment O00ice( on "ublicit) matter( t!roug! two (iB mont!l) work(!o"(8 meeting( and ;ction 2ote(. 1overnment O00ice( are im"lementing t!eir own "ublicit) (trategie(. Some eBam"le( o0 regional "ublicit) mea(ure( are detailed below6
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E*4# %7 E"30*"& ; "ublicit) and in0ormation (trateg) encom"a((e( all (tructural 0und( wit!in t!e region. It i( managed b) a (tructural 0und( (trateg) (ub&grou"8 w!ic! meet( 7uarterl) and include( re"re(entative( 0rom ke) "artner(8 (uc! a( t!e -egional *evelo"ment ;genc). '!e ke) aim( are to en(ure t!at communication and "ublicit) activitie( 0or t!e variou( 0und( relate to one anot!er and (u""ort t!e integrated deliver) o0 t!e "rogramme(. '!e 1overnment O00ice worked wit! all ten 3FO( to !old (iB count) 3o& 0inancing "ro("ectu( launc!e( in Se"tember. ;ll 3FO( "artici"ated and "re(ented detail( o0 t!eir tender re7uirement(. '!e Su(tainable *evelo"ment Facilitator u(ed t!e event( to "ublici(e and "romote environmental (u(tainable develo"ment wit!in t!e "rogramme and t!e Euro"ean team attended all (iB event( to "romote t!e wider Objective 3 "rogramme and t!e mid&term review c!ange( detailed in t!e (u""lement to t!e -egional *evelo"ment Plan. '!e event( were (ucce((0ul and t!e "ooled re(ource( re(ulted in !ig!er 7ualit) event(Evenue( and en(ured t!at Objective 3 wa( "ublici(ed to a wide audience. In Aul) 2++4 E((eB 3ommunit) Foundation =E3F> !o(ted an event to celebrate it( (ucce(( in managing t!e 1lobal 1rant( "rogramme wit!in E((eB8 and (ecuring continued 0unding o0 P1.$m to be c!annelled to voluntar) and communit) grou"(. Eig!t) "eo"le 0rom t!e voluntar)8 "rivate and "ublic (ector joined tru(tee( and E3F (ta00 at t!e event8 w!ic! wa( 0eatured in t!e Se"tember 2++4 edition o0 ESF 2ew(. In addition8 9S3 4ert0ord(!ire !eld an ESF ac!ievement( award( ceremon) in *ecember. ;ward( were divided into t!ree categorie(8 )oung learner award8 "er(onal ac!ievement award and em"lo)ee award. ; number o0 ot!er 3FO( !ave al(o !eld (imilar event(. ;2 ESF award wa( "re(ented at a regional ;dult 9earner( ;ward( ceremon) t!at wa( !eld in 3ambridge(!ire in ,a). '!e event wa( covered b) local televi(ion and !o(ted b) a local 'L "er(onalit) and two local ,EP(. '!e 1overnment O00ice "romoted t!e Objective 3 "rogramme t!roug! an eB!ibition (tand and a ("eec! w!ic! mainl) 0ocu(ed on t!e ESF award winner. E*4# M)&0*"&4 '!e 1overnment O00ice 0ormali(ed it( 3ommunication( Strateg) wit! an action "lan o0 activit) u" to t!e end o0 t!e current ESF "rogramme. '!e (trateg) wa( develo"ed in con(ultation wit! t!e ESF Strateg) 1rou" =Objective 2 and 3 "artner(> and t!e O"erational 1rou" o0 3FO(. '!e Strateg) i( being taken 0orward b) a new 3ommunication( ,anager8 w!o will "romote t!e !ori5ontal t!eme( wit!in ESF and lead on wider communication(.

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'!e 1overnment O00ice "roduce( SS"otlig!tT maga5ine on a count) ba(i(8 w!ic! !a( 0eatured ESF alternative bidding and co&0inanced "roject(. '!e (ub&regional 0ocu( o0 t!i( "ublication !a( been "articularl) u(e0ul in demon(trating t!at t!e Objective 3 "rogramme o"erate( t!roug!out t!e region and i( 0leBible enoug! to cater 0or individual count) need( and "rioritie(. '!e 0ir(t regional ESF broc!ure S3!anging 9ive(T celebrating (ucce((0ul and innovative co&0inanced "roject( wa( "ubli(!ed in 2++4. '!e broc!ure wa( circulated widel) wit!in t!e region t!roug! t!e 3FO(8 Ea(t ,idland( *evelo"ment ;genc)8 Bu(ine(( 9ink( and (ector re"re(entative(. 3o"ie( were al(o di(tributed at biddingEtendering launc! event(. ; 3FO Publicit) 1rou" over(aw t!e "roduction o0 t!e broc!ure8 (u""orted b) t!e 1overnment O00ice. In ,arc! 2++4 t!e 1overnment O00ice organi(ed a Su(tainable *evelo"ment con0erence in "artner(!i" wit! t!e Environment ;genc) to "romote awarene(( o0 (u(tainable develo"ment wit!in ESF. '!e con0erence wa( attended b) 3FO(8 -egional ,onitoring 3ommittee member( and ot!er regional "artner( and (ector re"re(entative(. Feedback 0rom t!e event wa( ver) "o(itive wit! "artici"ant( re"orting a muc! better under(tanding o0 t!e t!eme. '!e Ea(t ,idland( wa( well re"re(ented at t!e national 2I;3E ;dult 9earner( <eek ;ward event. '!e overall 2ational 1rou" winner wa( t!e Stanton 4ill 3ommunit) *evelo"ment 1rou" "roject8 co&0inanced b) 2otting!am(!ire 9S3. '!e 1overnment O00ice web(ite i( a ke) (ource o0 in0ormation 0or eBternal cu(tomer( and "artner(. '!e Euro"ean "age( contain link( to all 3FO web(ite(. 3FO( u(ed t!e local "re(( to adverti(e t!e 2++4 tendering round N%$#2 E*4# *uring t!e )ear t!e "ro0ile o0 ESF and ot!er Euro"ean Funding increa(ed acro(( t!e region. '!e "ublicit) (trateg) cover( bot! E-*F and ESF8 t!ere0ore mo(t o0 t!e activit) outlined below cover( bot! 0unding (tream(. In Aanuar) t!e Euro"ean "artner(!i" !eld a break0a(t brie0ing at t!e "re(tigiou( B;9'I38 1ate(!ead@( new 3entre o0 contem"orar) art( =backed b) E-*F>8 to mark t!e 0act t!at regional 2D2 target( !ad been met. '!e audience o0 around + ke) "artner( !eard 0rom ("eaker( including t!e *irector o0 t!e 1overnment O00ice and re"re(entative( 0rom (ucce((0ul "roject(. '!e event attracted (ome "o(itive "re(( (torie( wit! !eadline( including6 S2ort! celebrate( P12+ million o0 Euro ca(!6 :++ "roject( !el"edT. '!e new Euro"ean web(ite www.euro"ean0undingne.co.uk wa( launc!ed in 2ovember. In t!e 0ir(t two week(8 t!e (ite generated 18 ++ !it( J all wit!out an) !ig! "ro0ile "ublicit). '!e (ite !a( generated "o(itive 0eedback. '!e Euro"ean new(letter J (ent out to a mailing li(t o0 18+++ J i( "ubli(!ed ever) (iB week(. *uring t!e )ear8 t!e 1overnment O00ice co&("on(ored a local regeneration "ublication J 2ort! Ea(t Li(ion. '!e "ublication wa(
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i((ued wit! t!e morning new("a"er in bot! ')ne and <ear and 'ee( Lalle) and 0ocu(ed on t!e work being done wit! Euro"ean 0unding in t!e 2ort! Ea(t. N%$#2 A/4# '!e main "ublicit) "riorit) continue( to be rai(ing t!e "ro0ile o0 ESF in t!e region. '!ere !ave been two main (trand( o0 activit) to ac!ieve t!i(6 0ir(tl) b) reviewing and im"roving t!e "ublicit) out"ut o0 t!e (ecretariat =at a regional and national level>G and (econdl) b) (u""orting and guiding regional "artner(!i"( to im"rove t!eir own ESF "ublicit) and t!at o0 t!eir "roject(. ,uc! work !a( 0ocu(ed on en(uring a con(i(tent and "roductive working arrangement wit! t!e (iB 3FO(. '!i( !a( led to !ig!er 7ualit) ca(e (tudie( and article( and e00ective joint working on event( and "ublication(. ; (ervice level agreement between t!e 1overnment O00ice and 3FO( !a( !el"ed align t!e(e arrangement( and "ractice(. ;n FESF in ;ction@ ("ecial 0eature in t!e recent edition o0 7uarterl) "ublication ;t 4ome in Euro"e8 0eatured good 7ualit) =bene0iciar) 0ocu(ed> ca(e (tud) article( and ("eciall) commi((ioned accom"an)ing "!oto(. ,ore ESF& ("eci0ic "ublicit) material( are al(o being develo"ed. '!e 1overnment O00ice i( ("on(oring t!e Big *i00erence ;ward( in ,anc!e(ter in ,arc! 2++. on be!al0 o0 St!e vital work t!at o0ten goe( unnoticed and un&rewarded but t!at8 at a gra(( root( level8 (u""ort( t!e ongoing develo"ment and regeneration o0 our local communitie( and i( vital to t!e continued im"rovement o0 our region.T '!e 1overnment O00ice i( al(o "lanning to !old a regional event during t!e %? Pre(idenc) o0 t!e 3ouncil o0 Euro"e. '!e 1overnment O00ice !a( activel) (u""orted (ub&regional event( run b) t!e 3FO( b) "roviding "ublicit) material8 guidance and ("eaker(. ; number o0 ot!er "ublicit) initiative( are being develo"ed including6

a regional ESF broc!ure (!owing ca(e (tudie( 0rom eac! o0 t!e "olic) 0ield( and E/%;9. a new "ublicit) guidanceE(t)le guide document to be relea(ed in ,arc!. a rede(ign o0 t!e www.euro0undingnw.org.uk web(ite =due 0or launc! ,a) 2++.> t!at will include guidance8 in0ormation8 ca(e (tudie( and new( about ESF and ot!er Euro"ean Programme( in t!e 2ort! <e(t. Objective 3 ESF "rogramme article( in t!e mont!l) electronic new(letter 2< nE%(8 w!ic! i( "roduced b) t!e 1overnment O00ice 0or large "artner(!i"( delivering Euro"ean Programme( in t!e 2ort! <e(t.

S%'#2 E*4# '!e ESF -egional 3ommittee a(ked a "ublicit) (ubgrou" to develo" a joint regional communication( (trateg) and action "lan8 w!ic! regional "artner( will im"lement. '!e committee i( to 0ormall) ado"t t!e "lan in ,arc! 2++..
::

; number o0 innovative ESF "rovider( 0unded b) t!e Sout! Ea(t England *evelo"ment ;genc) !ave generated (igni0icant "re(( intere(t at national level due to t!eir "otential to !ave an im"act in a wider arena. For eBam"le6 t!e 4ealt!) <orking 3entre( "roject wa( mentioned in article( in t!e Financial 'ime(G and a "roject re(earc!ing gender di(crimination a""eared in t!e Bel0a(t 'elegra"! and on t!e 3!annel 4 web(ite. In October an ESF Objective 3 Programme 2+++& evaluation con0erence wa( !eld at t!e (ame time a( t!e "ublication o0 t!e regional mid&term review re"ort. '!ere were around $+ delegate(8 including man) 0rom a non ESF background. Pre(entation( were made b) (enior o00icial( 0rom 3FO( and ot!er regional "artner(. Aulie Fionda8 t!e %? de(k o00icer 0rom *1 Em"lo)ment ("oke at t!e event and "rai(ed t!e (co"e o0 t!e regional "rogramme in (u""orting bot! macro and micro activit). '!e event (ucce((0ull) di((eminated ac!ievement( to date and looked to t!e 0uture "o(t 2++ . FESF Im"act@8 ?ent 9S3@( 0ir(t annual ESF re"ort detailing "rogre(( and ac!ievement( wa( "ubli(!ed in Se"tember. Ot!er 9S3( will be u(ing t!e (ame tem"late to "roduce broc!ure( in 2++.. ;ll 3FO( and t!e 1overnment O00ice maintain regularl) u"dated web(ite( t!at in0orm "rovider( o0 late(t ESF new( including new 0unding round(8 c!ange( to ESF regulation( etc. ,an) 3FO( !old networking event( wit! "rovider( and Su((eB 9S3 adverti(ed new tender round( in t!e "re((. '!e region doe( not !ave a clear regional identit) or a cro((&regional "re((. '!ere0ore "artner( including 3FO( and local aut!oritie( !ave develo"ed good relation(!i"( wit! t!e local media to generate intere(t in local ESF good new( (torie(. '!e revi(ed communication( (trateg) will build on t!i( work b) agreeing ke) me((age( at regional and local level to be u(ed in 0uture "re(( relea(e( and "ublication(. '!e 1overnment O00ice "lan( to deliver more co& ordinated activit) t!roug! t!e regional "ublicit) (trateg) grou". S%'#2 A/4# In 2++38 an ESF ,arketing K 3ommunication( Strateg) wa( drawn u"8 (u""orted b) a Publicit) ;ction Plan (etting out ("eci0ic action(. '!e(e were reviewed in 2ovember 2++48 and an action "lan 0or activit) in 2++. "roduced. '!e 1overnment O00ice8 9S3 and Aobcentre Plu( jointl) !o(ted a major regional event titled S3elebrating ESFT looking at ac!ievement( acro(( ESF Objective 18 2 and 3 "rogramme(. '!e event wa( a (ucce((8 wit! over 2++ "roject( on (!ow and man) organi(ation( giving "re(entation(. Ot!er ke) ac!ievement( in 2++4 included6 t!e eBten(ive u(e o0 an ESF di("la) (tand and wide range o0 ESF "ublicit) and "romotional material(8 "rimaril) 0or u(e at major regionalElocal event( and work(!o"( run b) t!e 1O and ot!er(G
1++

"ublicit) di(cu((ion( at work(!o"( 0or "otential a""licant( leading to a number "roviding a (am"le o0 "ublicit) material( in t!eir a""lication(G "roviding attendee( at "re&contract work(!o"( wit! detailed guidance on meeting "ublicit) re7uirement( and SESF bag(T containing a variet) o0 "ublicit) item( to !el" "romote t!e im"ortance o0 "ublicit) activit)G a com"lete re(tructuring o0 t!e web(ite in "re"aration 0or t!e tran(ition to t!e -egional 3oordination %nit S"ortalT web(ite. '!i( included t!e di00erent Euro"ean Programme( and 3ommunit) Initiative( being broug!t toget!er under one SumbrellaT (ection to en(ure con(i(tenc). '!e ESF "age( were com"letel) rewritten u(ing acknowledged be(t "ractice a( well a( 0eedback 0rom a "artner and u(er (urve). an i((ue o0 t!e regional ESF new(letter "roduced earl) in 2++48 0eatured a number o0 "roject ca(e (tudie(8 a( well a( "rogramme u"date( and in0ormation on t!e (econd round o0 t!e E/%;9 "rogramme.

A/4# M)&0*"&4 *uring t!e )ear t!e 1overnment O00ice embarked on an integrated "rogramme o0 activit) com"ri(ing 0our (trategic "rioritie( 0or Euro"ean Structural Fund( Programme(6 (0*$)7, *"& 4)+60)7, J develo" a core "ro"o(ition8 (ingle identit) and one voice to !el" de0ine t!e Programme( 0or t!e bene0it and under(tanding o0 all (take!older(. -')0& 6$%7)0/ J u(e a range o0 "lat0orm( and "eo"le to build awarene(( o0 t!e im"act8 bene0it( and "otential o0 t!e Programme( on t!e econom) and "eo"le o0 t!e <e(t ,idland(. /&'(*#/ *"& &)77/$/"#)*#/ J increa(e under(tanding o0 t!e Programme(8 !ow t!e) are managed and delivered and t!e role t!e) "la) in t!e bigger "icture o0 inve(tment acro(( t!e region among a""licant(8 intermediarie(8 "artner( and t!e general "ublic. /"(%'$*3/ 6*$#)()6*#)%" J not onl) make in0ormation about t!e Programme( more acce((ible8 but make it relevant and "er(onal b) u(ing communication( to engage wit! a wide range o0 audience( to encourage "roactive be!aviour to bu) in.

'!e web(ite continue( to be t!e main communication tool 0or ot!er( to acce(( im"ortant in0ormation on Structural Fund( develo"ment(8 and attracted 1# 8:#2 !it( in 2++4. <it! over 13++ regi(tered u(er( it i( well u(ed b) a wide variet) o0 organi(ation( in t!e region8 (ome o0 w!ic! contribute to content. ;ll bid round(8 event(8 (eminar( and announcement( are (!own on t!e web(ite. '!e (ite wa( well u(ed during t!e launc! o0 t!e 3FO -egional Plan8 being "romoted a( t!e route to acce(( tendering document(8 ("eci0ication( and u"date( on t!e "roce((. *uring 2++4 relation(!i"( wit! regional 3FO( and individual "roject( im"roved (igni0icantl). '!i( i( largel) due to event( and t!e "roduction o0 variou( "ublicit) material( & (uc! a( ca(e (tudie( and eBam"le( o0 be(t
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"ractice to be u(ed in regional new(letter(8 ESF 2ew( and t!e <orking 'oget!er web(ite. ; -egional 3FO team act( a( a 0ocal "oint 0or corre("ondence and di((emination o0 in0ormation on "ublication(8 di(tribution and new( etc. '!i( !a( !el"ed to im"rove t!e 7ualit) o0 "ublicit) material(. Future regional 3FO meeting( will include time to di(cu(( and develo" "ublicit) i((ue( and 3FO involvement. ; new regional 3FO "lan wa( launc!ed in Se"tember t!roug! a (erie( o0 (iB "re(entation( !eld t!roug!out t!e region. '!e "re(entation( covered to"ic( (uc! a( making a (ucce((0ul a""lication8 t!e bidding "roce(( and 0uture ESF develo"ment(. '!e launc! went ver) well and wa( "romoted t!roug! t!e web(ite. '!e event( ware al(o 0eatured in t!e ESF 2ew( maga5ine. L%"&%" *uring t!e )ear t!e 9ondon 3o&0inanced tendering round( 0or 2++4& launc!ed and an 9S3 J 9ondon 2ort! 3elebrator) Event wa( !eld. were

; number o0 internal ()(tem( !ave been (et u" to (u""ort t!e -egional Structural Fund( Publicit) Strateg). '!i( include( a Structural Fund( event( 0older. Ot!er ke) regional "ublicit) activitie( include6 3FO( !ave more ESF "age( on web(ite( and manage ot!er "ublicit) including6 ESF new(letter(G event( =e.g. tendering round launc!e(G "roject vi(it( =e.g. celebritie(8 mini(ter(>G "re(( relea(e( and advice to "roject(. '!ere are al(o ESF dedicated "ublicit) (ta00 =e.g. 9S3&9ondon 3entral>G "roject recruitment activitie( and event( (uc! a( award( ceremonie(G more ca(e (tudie(8 0or eBam"le on web(ite(G a 9ondon director) o0 "roject( !o(ted b) 1overnment O00ice 9ondon J "ublicit) and re(earc!E "rogramme managementG a (uite o0 9ondon Objective 3 Programme lea0let( J O3 general8 Su(tainable *evelo"ment8 1lobal 1rant(8 ,anagement o0 9ondon Structural Fund(8 E7ual O""ortunitie( in Structural Fund(G a Structural Fund( electronic new(letter =al(o mailed to main "artner(>G 1overnment O00ice advice to 3FO(E"roject(G 9LS'3 SEuro(ceneT bi&mont!l) new(letter 0or voluntar) (ector.

; new electronic new(letter !a( recentl) been launc!ed8 w!ic! contain( article( and ca(e (tudie(. %$.42)$/ *"& #2/ H'+-/$ '!e main 0ocu( !a( been on "ublici(ing "roject( wit! intere(ting (torie(. ;ll 3FO( include an element o0 "ublicit) co(t( in t!eir mea(ure level bid(. Publicit) material( are eBamined during 7uarterl) vi(it( to 3FO( and during ;4L3 vi(it( to directl) 0unded "roject(. '!e clo(ure o0 coalmine( in Selb)8 2ort! Hork(!ire wa( a "rominent new( item and 9S3 2ort! Hork(!ire and ESF 0unded a "roject to !el" "eo"le w!o were made redundant. Pre(( relea(e( were i((ued and t!ere wa( a two "age
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("read in t!e Hork(!ire Evening Po(t =wit! a reader(!i" o0 23+8+++>. '!i( !ig! "ro0ile i((ue aro(e (uddenl)8 and t!e 0leBibilit) o0 ESF meant t!e 1overnment O00ice could re("ond be0ore and a0ter t!e redundancie( were im"lemented. 'ec!nical ;((i(tance i( u(ed to "romote and "ublici(e ESF. 2ort! Hork(!ire Partner(!i" %nit maintain( a web(ite =www.)n")u.org.uk> t!at "rovide( in0ormation on 3o&0inancing and alternative bidding under Objective( 2 and 3. '!e Hork(!ire K 4umber -egional Forum8 in "artner(!i" wit! 3!aritie( In0ormation Bureau engage in Fintroduction to ESF@ (eminar(8 work(!o"(8 and al(o re"re(ent ESF t!roug! networking wit!in t!e voluntar) (ector and be)ond. '!roug! contract work(!o"(8 "roject( are made aware o0 t!e re7uirement( 0or "ublici(ing ESF. 1overnment O00ice al(o "urc!a(ed a (election o0 "ublicit) item( ="en(8 umbrella( etc> t!at were di(tributed during 0ir(t monitoring vi(it(. <e(t Hork(!ire 9S3 u(ed (ucce((0ul 3o&0inanced "roject( at t!e launc! o0 a bidding round to engage "otential "roject(8 b) (!owing w!at i( "o((ible8 and giving li0e to tender ("eci0ication( t!at can ot!erwi(e be a bit dr). 2ort! Hork(!ire 9S3 "ubli(!e( it( own 7uarterl) new(letter Ski9earning and Skill( 3ouncil(o"e. Eac! i((ue contain( an ESF article. <e(t Hork(!ire 9S3 al(o "eriodicall) "ubli(!e( broc!ure( on (ucce((0ul "roject(. ; regional Structural Fund( web(ite cover( "rogramme new(8 new guidance8 bidding round( etc.

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SECTION 5; LIN=S AITH OTHER COMMUNIT POLICIES 5!1 C%-%$&)"*#)%" :)#2 O#2/$ S#$'(#'$*0 F'"&4 *"& C%+60/+/"#*$)#, :)#2 O-</(#)5/ 2 ESF *ivi(ion work( clo(el) wit! ot!er 1overnment *e"artment( including t!e *e"artment o0 'rade and Indu(tr) =*'I> w!ic! !a( t!e lead re("on(ibilit) 0or co&coordinating Structural Fund activitie( in t!e %?. '!e %? Structural Fund( Steering 1rou" i( c!aired b) *'I and bring( toget!er re"re(entative( 0rom 1overnment *e"artment( and *evolved ;dmini(tration( involved in Structural Fund im"lementation. '!e O00ice 0or t!e *e"ut) Prime ,ini(ter =O*P,> i( re("on(ible 0or E-*F and jointl) c!air( meeting( o0 t!e ,anaging ;ut!oritie( in England wit! ESF*. '!e(e meeting( 0ocu( on t!e im"lementation o0 regional "rogramme( and involve 1overnment O00ice( =1O(> and ot!er government de"artment(. C%+60/+/"#*$)#, :)#2 O-</(#)5/ 2 3om"lementarit) i( an integral 0eature o0 t!e a""lication "roce((. ;""licant( mu(t indicate on t!eir a""lication i0 t!eir "roject will "rovide (u""ort in Objective 2 area( and "roject clo(ure re"ort( "rovide in0ormation on t!e number o0 bene0iciarie( 0rom Objective 2 area( receiving a((i(tance. ;nal)(i( o0 "roject clo(ure re"ort( received b) 31 *ecember 2++4 (!ow t!at 32C o0 Objective 3 bene0iciarie( were 0rom Objective 2 area(. '!e Objective 2 "o"ulation account( 0or 2.C o0 t!e Objective 3 "o"ulation 0or England and given t!e eBtra re(ource( (et a(ide 0or concentration we would antici"ate at lea(t 2#C o0 bene0iciarie( to be 0rom Objective 2 area(. '!e nine 1overnment O00ice( in England !ave delegated aut!orit) to deliver t!e majorit) o0 Structural Fund O"erational Programme( and ESF* !a( e(tabli(!ed com"re!en(ive joint working arrangement( t!at include t!e "romotion o0 com"lementarit) between Objective 2 and 3 "rogramme(. -egional 3ommittee( and "artner( !ave identi0ied ("eci0ic area( and activitie( 0or t!e u(e o0 Objective 3 re(ource( in Objective 2 location(. '!e) !ave en(ured t!at t!e activitie( to be (u""orted were wit!in t!e (co"e o0 t!e Objective 3 "rogramme w!il(t meeting t!e ("eci0ic need( o0 t!e Objective 2 area(. -egion( !ave develo"ed a range o0 (trategie( to deliver com"lementarit) including u(ing common (coring 7ue(tion( 0or bot! Objective(G (!aring in0ormation between Objective 2 and 3 committee(G common "roject databa(e(G targeted bidding round( 0or Objective 3 0unding in Objective 2 area( and joint committee( or cro((&re"re(entation. In addition8 regional committee( !ave made u(e o0 t!e 0inancial 0leBibilitie( in ;rticle 1: o0 -egulation 12 +E:: to en(ure aid i( 0ocu(ed to maBimi(e im"act and around . $Co0 Objective 3 0unding !a( been re(erved to addre(( t!e need( o0 Objective 2 area(. S"eci0ic initiative( taken in t!e region( are "rovided below.

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*etail( o0 ("eci0ic action taken in t!e region( are "rovided below6

E*4# %7 E"30*"& '!e Structural Fund( Strateg) 1rou" !a( been created to en(ure t!at t!e (trategie( o0 t!e di00erent 0und( are integrated and com"lement one anot!er. '!e Euro"ean team wit!in t!e 1overnment O00ice !a( a (ingle ESF team t!at deal( wit! ESF element( o0 bot! Objective 2 and 3 "rogramme(. It enable( a co!erent a""roac! avoiding du"lication o0 activit). In addition8 9ocal ,anagement 1rou" re"re(entative( =Objective 3> meet regularl) wit! 9ocal ;rea 1rou" re"re(entative( =Objective 2> to di(cu(( i((ue( and to en(ure t!at bot! "rogramme( o"erate to meet t!e need( o0 t!e region and t!e target( and activitie( detailed wit!in t!e -egional *evelo"ment Plan and (ub(e7uent (u""lement and t!e Objective 2 Single Programming *ocument. ; "ro"ortion o0 Objective 3 0und( !ave been ring&0enced 0or activit) wit!in Objective 2 area(. '!i( i( 0or activit) t!at cannot be 0unded b) t!e Objective 2 ESF "rogramme. E*4# M)&0*"&4 '!e ESF Secretariat in 1overnment O00ice i( re("on(ible 0or bot! Objective 2 ESF and Objective 3. '!i( "rovide( a link between E-*F and ESF8 better under(tanding o0 cro(( Euro"ean "rioritie( wit!in t!e region and !a( broug!t toget!er 3FO( and Objective 2 "artner(. It became clear8 earl) in 2++48 t!at t!ere would be di00icult) in ac!ieving t!e 2D2 target 0or ESF8 t!roug! ;ction Plan Partner(!i"(. ; meeting wa( !eld in Aul) 2++48 between 3FO( and Objective 2 "artner( to di(cu(( commitment and ("end o0 Objective 2 ESF and t!i( !a( re(ulted in (ome Objective 2 ESF being co&0inanced. '!i( interaction !a( been reall) valuable and !a( re(ulted in t!e 3FO Strateg) <orking 1rou" being eBtended8 wit! a c!anged remit8 to become t!e ESF Strateg) 1rou". '!ere continue( to be a good working relation(!i" wit! ot!er E% colleague( re("on(ible 0or "rogramme !ori5ontal t!eme(. '!e E7ual O""ortunitie( <orking 1rou" cover( bot! "rogramme( and t!ere i( cro(( team working on Su(tainable *evelo"ment. '!ere !ave been t!ree alternative bidding round( !eld t!roug!out t!e )ear. 'wo o0 t!e(e were 0or Objective 3 and one 0or Objective 2 ESF8 t!e latter 0ocu(ing on !ig!er level (kill(. '!e 0ir(t Objective 3 bidding round (oug!t a""lication( 0or Polic) Field 4.3 and ..2. '!e dela) in co&0inanced tendering o0 Polic) Field 2.3 re(ulted in t!e (econd Objective 3 bidding round (eeking a""lication( 0or 2.3 "roject( and a 0urt!er call 0or ..2. '!e 1overnment O00ice !a( encouraged wide "artici"ation in a""rai(al o0 alternative bid a""lication( and al(o t!e mid&term review (u""lement( (ubmitted b) t!e 3FO(8 bot! 0rom Euro"ean and ot!er team( wit!in t!e 1overnment O00ice e.g. FEnter"ri(e and Education@ and F2eig!bour!ood -enewal@. '!i( "rovide( a valuable contribution to t!e "roce(( and en(ure( t!at t!e "ro"o(ed u(e o0 ESF i( not du"licating ot!er regional activit)8 i( targeting regional "rioritie( and "roviding added value to national "rogramme(. Fund( 0rom Polic) Field( 2.1 and 2.2
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!ave been ring 0enced 0or ("eci0ic u(e in Objective 2 area(. Fund( in t!e(e bidding mea(ure( are c!annelled t!roug! co&0inancing. Since t!e (tart o0 t!e "rogramme P3. m !a( been allocated to Polic) Field 2.1 and P41.3m to Polic) Field 2.2. N%$#2 A/4# S)nerg) between t!e Objective 2 and Objective 3 Programme( !a( been ac!ieved b) engaging Objective 2 ;ction Plan Partner(!i"( in Objective 3 i((ue( and al(o en(uring t!at 3FO( are aware o0 t!e need 0or bot! Programme( to work toget!er. O00icer( re("on(ible 0or eac! (ub&region !ave been a""ointed to 0acilitate t!e joining&u" "roce((. '!e region i( "lanning to o"erate Objective 3 on a (ub&regional ba(i( in t!e 2ort! <e(t 0rom earl) 2++. onward( to !el" 0acilitate com"lementarit) between t!e two "rogramme(. S%'#2 E*4# '!ere i( no ESF in t!e regional Objective 2 "rogramme w!ic! i( (olel) 0unded t!roug! E-*F. -e"re(entative( 0rom t!e Objective 2 area( o0 4a(ting( and '!anet (it on t!e ESF Objective 3 -egional committee. O00icial( 0rom 4a(ting( Boroug! 3ouncil and '!anet *i(trict 3ouncil attend alternate meeting(. Bot! area( are geogra"!icall) remote 0rom area( o0 economic growt! and em"lo)ment. '!ere i( a need t!ere0ore to (u""ort demand led "rogramme( t!at meet t!e need( o0 em"lo)er( w!o !ave job vacancie( to 0ill. ;( an eBam"le o0 com"lementarit) between t!e "rogramme(8 Objective 2 =E-*F> 0unding 0rom t!e Bu(ine(( *evelo"ment and Innovation (trand can (u""ort t!e "rovi(ion o0 bu(ine(( "ark 0acilitie( t!at attract com"anie( to t!e area( and lead to t!e creation o0 new job(. ESF Objective 3 can "rovide cu(tomi(ed training to "rovide a "ool o0 (killed labour. Ot!er linkage( between t!e Objective 2 and 3 "rogramme( include6& communit) economic develo"ment (trand & t!roug!. ba(ic (kill( training in t!e t!ree centre( "urc!a(ed 0or training "ur"o(e( !eritage8 cultural and environment (trand& o""ortunitie( 0or training in t!e(e (ector( to 0ill vacancie(. ("atial develo"ment (trand & linkage( more indirect e.g. im"roving develo"ment (ite( lead( to new bu(ine((e( coming in8 w!ic! in turn lead( to t!e creation o0 new job(.

In eac! )ear o0 t!e "rogramme P12+8+++ 0or '!anet and P +8+++ 0or 4a(ting( i( ring 0enced 0rom t!e Objective 3 budget 0or u(e in t!e Objective 2 area. S%'#2 A/4# 3lo(er joint working between t!e Objective 2 and 3 Secretariat( !a( been 0urt!er develo"ed in 2++4 wit! a lead contact on ESF e(tabli(!ed wit!in t!e Objective 2 team. '!i( !a( !el"ed wit! "roject develo"ment work w!ere
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develo"ing Objective 2 "roject( !ave been able to be c!annelled8 w!ere a""ro"riate into Objective 3. ;( all ESF i( now 0ull) committed in t!e Objective 2 "rogramme t!e 0ocu( !a( been on working jointl) to en(ure "roject( are delivered and ("end target( met. '!i( !a( been "articularl) relevant wit! *evon and 3ornwall 9S3 w!ic! i( co&0inancing bot! "rogramme( and t!ere0ore joint monitoring !a( been undertaken. '!e 1overnment O00ice i( currentl) being re&(tructured and it i( "ro"o(ed t!at t!e Objective 2 and Objective 3 Secretariat( will be merged under one 'eam 9eader w!ic! t!i( will re(ult in even 0urt!er clo(er working and tig!ter management o0 ESF in Objective 2. A/4# M)&0*"&4 '!e region@( 9S3 (ubmitted an Objective 2 ESF ;ction Plan to cover t!e remaining "art o0 t!e Programme. '!i( com"lement( t!e regional Objective 3 "lan b) (u""orting active labour market "olicie( b) o00ering advice and guidance to t!o(e working in indu(trie( undergoing c!ange or re(tructuring. '!e "lan al(o "romote( e7ual o""ortunitie( and (ocial Inclu(ion t!roug! targeting and inve(ting re(ource( in activitie( t!at encourage and !el" em"lo)er( diver(i0) t!eir work0orce. It al(o (u""ort( li0elong learning t!roug! activitie( aimed at increa(ing t!e number o0 em"lo)ee( undertaking training in t!e work"lace. It (u""ort( encouraging entre"reneur(!i" t!roug! (u""orting activitie( t!at encourage entre"reneurial develo"ment and bu(ine(( develo"ment training8 "articularl) targeting t!o(e grou"( w!ic! are le(( re"re(ented in t!i( (ector8 e.g. women and et!nic minoritie(. '!e(e action( com"lement t!e current Objective 3 Programme and t!e 9S3 !a( (ubmitted a continuation "lan ba(ed on clu(ter( w!ic! will 0urt!er t!e com"lementar) "roce(( L%"&%" '!roug!out 2++4 t!e Objective 3 Programme continued to work (ucce((0ull) along(ide Objective 2. Eig!t 3FO( committed 0unding to ESF in area( w!ere E-*F i( active. S"eci0icall)8 t!e 3FO( involved were t!e 9earning and Skill( 3ouncil( 0or 9ondon Ea(t8 9ondon 2ort!8 9ondon <e(t and 9ondon 3entral. ; 0urt!er 0our 3FO( covering t!e 2on&9S3( al(o "rovided 0unding to ESF "roject( wit!in Objective 2 ward(. S"eci0icall) t!e(e were t!e 9ondon *evelo"ment ;genc)8 ;((ociation o0 9ondon 1overnment8 Bu(ine(( 9ink 0or 9ondon and Aobcentre Plu(. ;ll t!e Objective 2 ;rea Partner(!i"( bene0ited 0rom t!i( !armoni(ed inve(tment wit! ("eci0ic "art( o0 <alt!am Fore(t8 4aringe)8 En0ield8 2ew!am8 'ower 4amlet(8 S!oreditc! and Park -o)al enjo)ing 0unding. '!e 9ondon Euro"ean Programme( 3ommitteeN( term( o0 re0erence continue to embrace bot! "rogramme(8 a( do t!e 'erm( o0 -e0erence 0or t!e E7ual O""ortunitie( <orking 1rou". Su(tainable *evelo"ment i( an over&arc!ing t!eme 0or bot! Objective 2 and 3 "rogramme(. In lig!t o0 recommendation( re(ulting 0rom mid&term review( o0 bot! "rogramme(8 t!roug!out 2++4 t!e 1overnment O00ice continued to di((eminate good "ractice met!od( and encouragement 0or 3FO( and E-*F ;rea Partner(!i" to (!are wit! t!eir "rovider(. '!i( wa( ac!ieved t!roug! meeting( o0 t!e 3FO 1rou"8 ;rea
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Partner(!i"(8 1overnment O00ice (u(tainable develo"ment eB"ert(8 working on a one&to&one ba(i( wit! ke) (take!older( and t!roug! (ucce((0ul work(!o" 0or 3FO(. '!e 9ondon E7ual O""ortunitie( ,ain(treaming ;ction Plan continue( to (et out !ow t!e 1overnment O00ice will remove barrier( to bot! Programme( 0aced b) women8 et!nic minoritie( and di(abled "eo"le8 (ecure mea(urable bene0it( to t!e(e grou"( and en(ure t!at bot! Programme( are managed b) organi(ation( and committee( re"re(entative o0 t!e diver(it) o0 9ondonN( communitie(. '!e Objective 3 1lobal 1rant( "rogramme continue( to com"lement activitie( under Priorit) 1 o0 t!e Objective 2 Programme. %$.42)$/ *"& #2/ H'+-/$ '!e Hork(!ire and t!e 4umber Objective 2 Programme include( P42 million ESF. '!e c!allenge 0acing t!e regionN( "artner( i( en(uring t!at activit) i( clo(el) co&ordinated between t!e Objective 3 and 2 Programme(8 and t!at t!e uni7ue nature o0 t!e two i( maintained8 w!il(t maBimi(ing t!e bene0it to t!e regionN( bene0iciarie(. In "articular8 t!ere i( (ome com"etition between t!e two Programme( 0or matc! 0unding8 and t!e -egional 3ommittee !a( (ecured a commitment 0rom t!e 9S3( t!at Objective 3 will not lo(e matc! 0unding a( a con(e7uence o0 t!eir involvement in Objective 2. '!e ESF 'eam !a( an Objective 2 ESF manager re("on(ible 0or en(uring com"lementarit) between activitie( 0unded t!roug! t!e two Programme(. 5!2 C%"#$)-'#)%" #% #2/ E'$%6/*" E+60%,+/"# S#$*#/3, G')&/0)"/4 *"& #2/ E'$%6/*" C%'"()0Q4 J%)"# E+60%,+/"# R/6%$# R/(%++/"&*#)%"4 7%$ #2/ U= %7 22 J'0, 2003! ESF (u""ort( t!e Euro"ean Em"lo)ment Strateg) guideline( b) en!ancing and adding value to t!e wide range o0 1overnment em"lo)ment "rogramme( and initiative( de(cribed in t!e %? 2;P. ;t t!e national level8 centrall) 0unded ESF "roject( u(e ESF to add value to ke) 1overnment initiative( (uc! a( t!e 3onneBion( (ervice8 ;dult Ba(ic Skill( Strateg)8 and t!e Pri(on Service. ;t t!e regional level8 co&0inancing arrangement( wit! t!e ke) organi(ation( re("on(ible 0or delivering 1overnment em"lo)ment and (kill( "rogramme( =Aobcentre Plu( and 9S3> !el" (trengt!en t!e (trategic link between t!e ESF8 1overnment "rogramme( and t!e EES 1uideline(. '!e (trategic guidance i((ued to t!e Objective 3 region( 0ollowing t!e ,'- in 2++4 recommended a (!i0t in 0ocu( toward( !el"ing "eo"le w!o are economicall) inactive. '!i( guidance i( being u(ed to in0orm 3FO "lan( to en(ure t!at ke) "la)er( re("ond to t!e ,'- recommendation(. It coincide( wit! and com"lement( t!e %? 1overnment@( renewed 0ocu( toward( !el"ing (uc! grou"( and !el"( en(ure t!at ESF i( being u(ed to re("ond to one o0 t!e ke) recommendation( made in t!e AE- 0or t!e %? = (ee (ection below>. R/46%"&)"3 #% #2/ 3')&/0)"/4
1+$

'!i( (ection eB"lain( !ow t!e Objective 3 "rogramme in England (u""ort( t!e late(t EES guideline(. '!ere i( clearl) muc! overla" between t!e "rogramme "olic) 0ield( and t!e variou( guideline(. '!e table at t!e end o0 t!i( (ection indicate( t!e broad 0inancial allocation acro(( t!e variou( "olic) 0ield(E guideline(. G')&/0)"/ 1; A(#)5/ *"& 6$/5/"#*#)5/ +/*4'$/4 7%$ #2/ '"/+60%,/& *"& )"*(#)5/ ESF add( value to active labour market "olicie( under mea(ure( 1.1 and 1.2 o0 t!e England O"erational "rogramme. ,ea(ure 1.1 aim( to "revent "eo"le 0rom dri0ting into long term unem"lo)ment and economic inactivit) and mea(ure 1.2 aim( to im"rove t!e em"lo)abilit) o0 t!e economicall) inactive and long term unem"lo)ed a( well a( returner( and )oung "eo"le. Aobcentre Plu( i( a ke) "la)er in t!e im"lementation o0 t!e 1overnment@( <el0are to <ork initiative(8 including t!e 2ew *eal "rogramme(. EBam"le( o0 ESF adding value to "rogramme( relating to t!e above guideline include6 Aobcentre Plu( in 9ondon i( u(ing ESF Objective 3 0unding = 1.1> to !el" (u""ort Boot(tra" Enter"ri(e(8 an outreac! "roject ba(ed on a (ocial !ou(ing e(tate8 w!ic! aim( to !el" 9'% lone "arent( and 9'% "eo"le 0rom et!nic minoritie( return to work. ; wide range o0 (u""ort i( given w!ic! !a( an em"lo)ment 0ocu( J including job&brokering8 interview "re"aration8 3L( and Xin work@ (u""ort a( well a( additional (u""ort in develo"ing core E ba(ic (kill(. ESF Objective 3 =1.1> 0und( t!e ;ction 0or Em"lo)ment "roject in 9ondon -egion w!ic! "rovide( tailored ba(ic (kill( (u""ort and advice to "eo"le w!o are unem"lo)ed or economicall) inactive wit! t!e aim o0 earl) entr) into 2ew *eal <ork Ba(ed 9earning or em"lo)ment. Aobcentre Plu( in Sout! 4umber(ide i( u(ing ESF =1.2> to 0und t!e Hout!build "roject w!ic! !el"( di(advantaged )oung "eo"le in Sout! 4umber(ide ac!ieve an 2L/ level 3 in t!eir c!o(en con(truction 0ield wit! a view to ac!ieving long term em"lo)ment. '!e "roject "rovide( on&(ite con(truction training to )oung "eo"le 0rom (ociall) eBcluded background( mea(ure. '!i( "roject en!ance( t!e main(tream "rovi(ion o0 2ew *eal 0or Houng Peo"le.

G')&/0)"/4 2 C 3; J%- C$/*#)%" *"& E"#$/6$/"/'$42)6 D *&&$/44)"3 (2*"3/ *"& 6$%+%#)"3 *&*6#*-)0)#, *"& +%-)0)#, )" #2/ 0*-%'$ +*$./#! One o0 t!e (trategic objective( o0 "olic) 0ield 4 o0 t!e Engli(! Objective 3 "rogramme i( to increa(e t!e level o0 entre"reneur(!i" in England. ,ea(ure 4.3 encourage( entre"reneur(!i" o0 individual( and t!e com"etitivene(( o0 bu(ine(( J e("eciall) S,E(. ,ea(ure 4.1 (u""ort( training 0or worker( t!reatened wit! redundanc) a( well a( "romoting em"lo)ee develo"ment b) u"dating and u"grading (kill(8 including ba(ic and I3' (kill(. ,ea(ure 4.2 i( u(ed to 0und re(earc! into (kill( need(8 "articularl) t!o(e o0 S,E( J a( well
1+:

a( 0unding 0ollow&u" action( (uc! a( training to meet (kill( need(. Bu(ine(( 9ink i( a bu(ine(( (u""ort (ervice managed b) t!e *'I and o00er( (ervice( on line and t!roug! a network o0 local o00ice(. ESF !a( been u(ed to add value to Bu(ine(( 9ink in 9incoln and -utland8 0or eBam"le8 b) "roviding (kill( training grant( 0or owner( o0 new S,E( or 0or "eo"le "lanning to (et u" t!eir own com"an). G')&/0)"/ 4; P$%+%#)"3 &/5/0%6+/"# %7 2'+*" (*6)#*0 *"& 0)7/0%"3 0/*$")"3 '!e (trategic aim o0 "olic) 0ield 3 i( to (u""ort t!e 1overnment@( 9earning ;ge vi(ion b) !el"ing to widen t!e "artici"ation in li0elong learning (o t!at more "eo"le8 including t!o(e w!o are economicall) inactive8 continue to develo" t!eir knowledge and (kill( t!roug!out t!eir working live( and im"rove t!eir em"lo)abilit) in a c!anging labour market J a( well a( ea(ing an) (kill( mi(matc!e( and bottleneck( ari(ing in t!e econom). ,ea(ure 3.1 "romote( wider acce(( and "artici"ation in li0elong learning8 e("eciall) 0or t!o(e grou"( ea(t likel) to take "art in li0elong learning activitie( (uc! a( "eo"le w!o are economicall) inactive. It (u""ort( collaborative action t!roug! 9earning and Skill( 3ouncil(8 local learning "artner(!i"(8 FE and 4E e(tabli(!ment( and ot!er innovative mean( o0 o"ening u" acce(( to learning 0or adult( lea(t engaged in t!e education ()(tem. For eBam"le8 t!e Indian ,u(lim <el0are Societ)8 ba(ed in ?irklee(8 u(e( ESF and 9S3 0und( to (u""ort a "roject w!ic! aim( to target B,E learner( in t!e local area and "rovide !ig! 7ualit) learning o""ortunitie( 0or local "eo"le. G')&/0)"/ 5; I"($/*4)"3 0*-%'$ 4'660, *"& 6$%+%#)"3 *(#)5/ *3/)"3 Polic) 0ield( 1.1 and 1.2 (u""ort and add value to a ra0t o0 mea(ure( w!ic! are de(igned to move "eo"le w!o are at di00erent (tage( o0 unem"lo)ment into t!e labour market8 t!ereb) adding to t!e (u""l) o0 labour. For eBam"le8 in t!e Sout! Ea(t -egion& Aobcentre Plu( i( u(ing ESF 0und( to (u""ort t!e 4avenrock "roject w!ic! aim( to !el" older8 eB"erienced worker( w!o !ave become redundant 0ind work8 including "eo"le w!o !ave "reviou(l) worked in "ro0e((ional occu"ation(. ,ea(ure 3.2 aim( to im"rove t!e em"lo)abilit) o0 t!o(e in work t!roug! li0elong learning "rovi(ion to develo" t!eir (kill( and !el"( t!em meet t!e c!anging need( o0 em"lo)er(. Older "eo"le are one o0 t!e ke) target grou"( 0or t!i( mea(ure. ,ea(ure 4.3 include( (u""ort 0or im"roved working "ractice( a( well a( !el"ing com"anie( develo" new 0orm( o0 work organi(ation8 including active ageing com"an) "olicie(8 t!ereb) "roviding greater 0leBibilit) 0or em"lo)ee( (uc! a( older worker(. G')&/0)"/ 6; G/"&/$ /9'*0)#, '!e England "rogramme !a( ado"ted a dual a""roac! to gender e7ualit) and "romoting e7ual o""ortunitie(. '!e dual a""roac! con(i(t( o0 main(treaming
11+

e7ual o""ortunitie( and (u""ort 0or ("eci0ic action(. E7ual o""ortunit) !a( been integrated into all a("ect( o0 t!e "rogramme8 0rom "lanning8 im"lementation8 t!roug! to monitoring and evaluation. *uring 2++48 training wa( delivered in 1O region( w!ic! eB"lained !ow t!e e7ual o""ortunitie( gatewa) 7ue(tion( (!ould be u(ed in t!e tendering "roce(( 0or 3FO( and al(o !ow e7ual o""ortunitie( can be reviewed b) 1overnment O00ice( and 3FO "rovider(. ,ea(ure ..1 tackle( barrier( to t!e labour market8 (uc! a( c!ildcare and out o0 date (kill( a( well( a( (u""orting mea(ure( w!ic! !el" women move into non&traditional occu"ation(. ,ea(ure ..2 (u""ort( re(earc! and 0ollow u" action( related to gender di(crimination8 "a)8 (egregation and "rogre((ion =in 2++480ollowing t!e mid&term review8 t!i( mea(ure wa( e00ectivel) merged wit! ..1 0or new a""licant(>. For eBam"le6 Somer(et 9S3 u(e( ESF to 0und t!e 9;2'-; "roject w!ic! (u""ort( 2++ "redominantl) low (killed women in rural area( o0 Somer(et eB"eriencing barrier( to learning. '!e "roject aim( to breakdown t!o(e barrier( and u" (kill women8 o00ering in0ormation8 advice and guidance and (u""ort 0or training including non traditional career(. ;l(o8 <ilt(!ire and Swindon 9S3 u(e ESF to 0und t!e <omen into ,anagement 9earning 3urve "roject w!ic! "rovided management 2L/ "rogramme( to a("iring 0emale manager( in t!e voluntar) (ector. '!e "roject ac!ieved it( target 0or recruitment and eBceeded it( target 0or outcome( =wit! 42 bene0iciarie( ac!ieving an 2L/>. G')&/0)"/ ?; P$%+%#/ #2/ )"#/3$*#)%" %7 *"& (%+-*# #2/ &)4($)+)"*#)%" *3*)"4# 6/%60/ *# * &)4*&5*"#*3/ )" #2/ 0*-%'$ +*$./# Polic) 0ield 2 aim( to reduce t!e im"act o0 di(advantage 0aced b) eBcluded grou"(8 e("eciall) economicall) inactive "eo"le8 and (u""ort t!eir integration into t!e labour market t!roug! target grou" or area&ba(ed a""roac!e(. ,ea(ure 2.1 0und( inten(ive and integrated ba(ic (kill( "rovi(ion a( well a( vocational guidance. ,ea(ure 2.2 develo"( local and area ba(ed re("on(e( to !el" di(advantaged "eo"le move into em"lo)ment. ,ea(ure 2.3 recogni(e( t!at (u""l) (ide mea(ure( are not enoug! to tackle di(crimination and aim( to 0und re(earc! into di(crimination and (u""ort 0ollow&u" action( w!ic! need to be taken. EBam"le( include6 Aobcentre Plu( in 2ort! Hork(!ire w!o !ave u(ed ESF to en!ance 2ew *eal 0or t!e *i(abled b) 0unding t!e X'!e Project Saving 9ive(@ & w!ic! aim( to encourage carer( to move out o0 economic inactivit) b) develo"ing new (kill( and intere(t( wit! a view to taking u" "aid or un"aid em"lo)ment. Aobcentre Plu( in 2or0olk w!o !ave u(ed ESF to !el" (u""ort t!e ;((i(t 'ru(t. '!i( 'ru(t aim( to !el" economicall) inactive "eo"le w!o !ave learning di00icultie( b) "roviding a "re&em"lo)ment training cour(e o00ering ba(ic (kill(8 education8 and "er(onal develo"ment training 0or adult(.
111

G')&/0)"/ @; M*.)"3 :%$. 6*, #2$%'32 )"(/"#)5/4 #% /"2*"(/ :%$. *##$*(#)5/"/44 '!e %? 1overnment recogni(e( t!at t!e main route out o0 "overt) i( work J and "rogre((ion wit!in work. Polic) 0ield 1 contribute( to t!i( b) "roviding additional (u""ort to !el" "eo"le move 0rom unem"lo)ment and inactivit) to work. G')&/0)"/ 9! T$*"47%$+ '"&/(0*$/& :%$. )"#% $/3'0*$ /+60%,+/"# '!i( guideline i( not relevant to t!e current Objective 3 "rogramme. G')&/0)"/ 10; A&&$/44 $/3)%"*0 /+60%,+/"# &)46*$)#)/4 ;lt!oug! Objective 3 i( a national "rogramme8 muc! o0 it i( delivered t!roug! t!e network o0 1overnment O00ice region(. '!e di00erent level( o0 unem"lo)ment between t!e 1overnment O00ice region( wa( one o0 t!e ke) 0actor( w!ic! !el"ed determine t!e level( o0 ESF 0unding allocated to eac! 1O region. '!e w!ole "rogramme t!ere0ore contribute( to addre((ing regional di("aritie( b) addre((ing local need( wit!in t!e conteBt o0 a national "rogramme. '!e co&0inancing arrangement( re7uire 3FO organi(ation( to "re"are bu(ine(( "lan( w!ic! are ba(ed u"on regional con(ultation and (et out !ow t!e) will u(e ESF wit!in t!e region(. '!e 3FO "lan( cro((&re0er to -egional *evelo"ment Plan( w!ic! (et&out regional "rioritie( 0or (u""ort. T2/ E'$%6/*" C%'"()0Q4 J%)"# E+60%,+/"# R/6%$# $/(%++/"&*#)%"4 (14 O(#%-/$ 2004)! '!e Euro"ean 3ouncil@( Aoint Em"lo)ment -e"ort recommendation( 0ocu(ed on 4 ke) area( w!ic! are relevant to t!e Engli(! ESF Objective 3 "rogramme6 integrating unem"lo)ed and economicall) inactive "eo"le into t!e labour marketG im"rove acce(( to c!ild and elder careG !el" 0or women8 in "articular vocational training 0or low&"aid women in "art time work and "a) ga" i((ue(G "romoting li0elong learning

I"#/3$*#)"3 '"/+60%,/& *"& /(%"%+)(*00, )"*(#)5/ 6/%60/ )"#% #2/ 0*-%'$ +*$./# *uring 2++48 Aobcentre Plu( continued to u(e ESF to add value to a range o0 1overnment active labour market "rogramme( and initiative( de(igned to !el" "eo"le w!o are long term unem"lo)ed or economicall) inactive t!roug! di(abilit)8 ill !ealt! or age di(crimination. Suc! (u""ort i( de(cribed in t!e (ection( above.
112

I+6$%5/ *((/44 #% (2)0& *"& /0&/$ (*$/ 3/"&/$ /9'*0)#, *uring 2++48 (trategic guidance wa( i((ued to 1overnment O00ice region( w!ic! re7uired 3FO( to en(ure t!at an a""ro"riate range o0 c!ild and elder care "rovi(ion wa( available to bene0iciarie( 0or "lan( develo"ed 0rom mid 2++4 onward(. '!e target grou" 0or Polic) Field . wa( al(o amended to !el" train more women and men a( care worker(. V%(*#)%"*0 #$*)")"3 7%$ 0%: 6*)& :%+/" *"& 6*,-3*6 )44'/4 ,o(t o0 t!e "rogramme@( mea(ure( include activitie( to develo" ba(ic and vocational (kill( and women make u" ju(t under !al0 t!e bene0iciarie( on ESF. Polic) 0ield 3.2 (eek( to !el" develo" (kill( o0 em"lo)ee( in S,E(8 in "articular t!o(e w!o are le(( likel) to undertake cour(e( or engage in learning and t!i( will include women working "art&time. ; wide range o0 re(earc! "roject( inve(tigating "a)&ga" i((ue( are being undertaken in t!e 4ig!er Education (ector and are being 0unded a( a national "roject. 9earning and Skill( 3ouncil( are u(ing ESF to !el" tackle "a) ga" and train low&(killed women J eBam"le( are given in X1uideline @ above. P$%+%#)"3 L)7/0%"3 L/*$")"3 *uring 2++48 9earning and Skill( 3ouncil( and ot!er "artner( continued to "romote li0elong learning =(ee 1uideline( above>.

113

E4#)+*#/& /16/"&)#'$/ -, 6%0)(, 7)/0& *"& 3')&/0)"/ )" 2004(L0004)

Polic) Field EES 1uideline 1. ;ctive and "reventative mea(ure( 0or t!e unem"lo)ed and inactive 2. Aob 3reation and entre"reneur(!i" 3. ;ddre(( c!ange and "romote ada"tabilit) and mobilit) in t!e labour market 4. Promote develo"ment o0 !uman ca"ital in t!e conteBt o0 li0elong learning .. Increa(e labour (u""l) and "romote active ageing . 1ender e7ualit) #. Promote t!e integration o0 and combat t!e di(crimination again(t "eo"le at a di(advantage in t!e labour market $. ,aking work "a) t!roug! incentive( to en!ance work attractivene(( :. 'ran(0orm undeclared work into regular em"lo)ment 1+. ;ddre(( -egional em"lo)ment di("aritie( TOTAL ::.# #: #13 3 $3$ 1 #. 142#. #13#2 1$. 3#+2 42. $.12+ 24$$ 4:# 3 $+. 1 1+2 2 #. 1#$31 4:$ :: # .$+ 1++2: 1+4$ #: ::.3 .$+ .24 33:$ :21. 3:2. 3332 1.#2 .24 1+1:. 33:$ 33.1 $3$ #13# 3. $ 1$. $.12 42. 223:4 24$$ $+. $+. $:1 14:. 4:$ .$+ 3#. 3+4: 33:$ 1 # 3. $ .:.$4 #4 4 $+. $:1 .$+ .24 $3$ 3. $ $.12 4:# 112#2 #133 24:2 .$+ .# . 33:$4 33:$ 1 1+ 1#$3 44.$ 4:$4 1#4 .$+ 1.1 1.2 2.1 2.2 2.3 3.1 3.2 4.1 4.2 4.3 ..1 ..2

114

5!3 C%"#$)-'#)%" #% #2/ S%()*0 I"(0'4)%" P0*" '!e England Objective 3 "rogramme (u""ort( t!e %? 1overnment@( goal o0 an inclu(ive (ociet) b) 0unding additional activitie( to !el" eBcluded grou"( acce(( t!e labour market. ;bout !al0 t!e "rogramme@( re(ource( are targeted on t!e unem"lo)ed and ot!er di(advantaged grou"(. ?e) target grou"( include long&term unem"lo)ed "eo"le8 "eo"le lacking ba(ic (kill(8 "eo"le wit! di(abilitie(8 and et!nic minorit) grou"(. '!e %? 2ational ;ction Plan on Social Inclu(ion 2++3&+. outline( t!e mo(t im"ortant i((ue( 0or t!e %? in t!e 0ig!t again(t "overt) and (ocial eBclu(ion over t!e neBt 2 )ear( and "olicie( to addre(( t!em. '!e "lan contribute( to t!e long&term goal8 (et b) E% ,ember State( at t!e 2ice Euro"ean 3ouncil in *ecember 2+++8 t!at t!ere (!ould be a deci(ive im"act on t!e eradication o0 "overt)8 acro(( Euro"e8 b) 2+1+. '!e England Objective 3 O"erational Programme (u""ort( t!o(e "art( o0 t!e %? Social Inclu(ion ;ction Plan w!ic! aim to !el" "eo"le back to work and combat eBclu(ion 0rom t!e labour market. 1 ;ll "olic) 0ield( contribute to t!e "lan8 t!oug! Polic) Field( 1 and 28 w!ic! !ave eB"erienced t!e !ig!e(t demand8 are "articularl) relevant. ;nneB * o0 t!e "lan de(cribe( ESF link( in detail8 including e7ual o""ortunitie( main(treaming activit). It al(o "rovide( eBam"le( o0 "roject( under eac! Priorit) 0ield. '!e table below (!ow( w!ere ESF can (u""ort t!e Social Inclu(ion Plan. %nder Objective 2 o0 t!e "lan ESF (u""ort i( limited to activitie( related to t!e labour market. S%()*0 I"(0'4)%" P0*" O-</(#)5/ 1!1 K F*()0)#*#)"3 6*$#)()6*#)%" )" /+60%,+/"# Pat!wa)( em"lo)ment to ESF Polic) Field( 1 and 2 =e.g. adding value to Aobcentre Plu(G and t!e 2ew *eal( & "articularl) 0or lone "arent(8 "eo"le wit! di(abilitie( and over .+@(>. ESF Polic) 0ield . =tackling wider cau(e( o0 t!e gender "a) ga"> ESF Polic) 0ield 3 =adding value to t!e Skill( 0or li0e (trateg) J ba(ic (kill( initiative(> ESF Polic) 0ield( 2 and . =(u""ort 0or lone "arent( and mea(ure( to im"rove t!e "artici"ation o0 women in t!e labour market & adding value to t!e 2ational 3!ildcare Strateg)8 including Sure Start and t!e

,aking work "a) ,aking work (killed

Balancing work and 0amil) li0e

'!e Social Inclu(ion Plan al(o (et( out "olicie( and "rogramme( w!ic! are not directl) relevant to t!e labour market and w!ic! would be ineligible 0or ESF (u""ort. %nder Objective 1 o0 t!e Plan t!e(e include6 moderni(ing (ocial "rotectionG acce(( to decent !ou(ingE!ealt!careEju(tice and culture ("ort and lei(ureG (ervice( 0or t!e mo(t vulnerable citi5en(. ,o(t "olicie( and "rogramme( under Objective 2 do not relate to t!e labour market and are al(o ineligible 0or ESF (u""ort.

11.

2eig!bour!ood 3!ildcare Initiative> S%()*0 I"(0'4)%" P0*" O-</(#)5/ 1!2 K A((/44 #% $/4%'$(/48 $)32#48 3%%&4 *"& 4/$5)(/4 ;cce(( to education ESF Polic) 0ield( 2 and 3 =(u""ort 0or )oung "eo"le at ri(k o0 eBclu(ion>

S%()*0 I"(0'4)%" P0*" O-</(#)5/ 2 K P$/5/"#)"3 #2/ $)4. %7 /1(0'4)%" EB"loiting t!e "otential o0 t!e knowledge&ba(ed (ociet) and I' 'eenage "regnanc) ESF Polic) Field( 3 and 4 =adding value to "olicie( (uc! a( I' 0or ;ll8 I' 9earning centre( in de"rived area( etcY> ESF Polic) 0ield 2 =adding value to Sure Start "rogramme( and ot!er initiative( t!at include "rovi(ion o0 advice and (u""ort relating to em"lo)ment i((ue(>. ESF Polic) 0ield 2 =adding value to Sure Start "rogramme( and ot!er initiative( t!at include "rovi(ion o0 advice and (u""ort relating to em"lo)ment i((ue(>. ESF Polic) 0ield( 1 and 2 =adding value to t!e 3onneBion( Service & including Per(onal ;dvi(er training> ESF Polic) 0ield 2 =adding value to t!e national (trateg) 0or 2eig!bour!ood renewal and ot!er initiative( (uc! a( Em"lo)ment Qone(>.

Su""ort 0or 0amilie( and 0amil) member(

Su""ort 0or older c!ildren and )oung "eo"le *e"rived area(

C/"#$*0 P$%</(#4 ESF 3entral "roject arrangement( add value to 1overnment initiative(8 and during 2++4 (everal !ave !el"ed to (trengt!en t!e (trategic 0it wit! t!e Social Inclu(ion Plan. '!e(e include6 a "roject t!at train( and accredit( "eo"le recruited to t!e 3onneBion( Service 0rom a wide range o0 background( and (kill(8 to a "ro0e((ional (tandard. '!i( will enable t!em to deliver e00ective in0ormation advice and guidance8 =including ("eciali(t (u""ort w!ere a""ro"riate> to all teenager(8 e("eciall) t!o(e mo(t at ri(k o0 eBclu(ion>. =,ea(ure 1.1>. t!e FPri(on Service Plu( 2@ "roject( run 0rom Se"tember 2++4 to *ecember 2++ and are working wit! o00ender(8 a ke) ESF target grou". '!e "roject( aim to remove multi"le barrier( to labour market entr) 0acing di(advantaged =male> o00ender( t!roug! tailored intervention8 "rior to and a0ter relea(e =,ea(ure 2.2>.

11

t!e FSummer Sc!ool(@ "roject i( rai(ing a("iration( and widening "artici"ation in !ig!er education b) )oung "eo"le =aged 14&1#> 0rom under&re"re(ented (ocial grou"(8 "articularl) t!o(e 0rom low&income background( wit! no 0amil) !i(tor) o0 "artici"ation =,ea(ure 3.1>. t!e F?e) Skill( Su""ort Programme Succe((or ;rrangement(@ "roject i( (u""orting "ractitioner( in bot! academic and work ba(ed route( a( t!e) deliver ke) (kill( to a wide range o0 (tudent( andEor trainee( a( "art o0 t!eir curriculum andEor work ba(ed training "rogramme(. '!i( 0ollow( on 0rom a (imilar central "roject. ; ke) 0ocu( o0 t!i( new "roject i( "romoting e(tabli(!ed and innovative be(t "ractice and e(tabli(!ing a cadre o0 "ro0e((ional trainer(G =,ea(ure 3.1>

;dditional 3entral "roject( are being develo"ed during 2++. t!at will add value to activitie( de(cribed in t!e Social Inclu(ion ;ction Plan. P*$#)()6*#)%" *ata 0rom "roject clo(ure re"ort( u" to t!e end o0 2++4 "rovide( (tati(tical evidence (!owing !ow ESF contribute( to t!e %? Social Inclu(ion ;ction Plan b) targeting t!o(e mo(t di(advantaged in t!e labour market and !el"ing t!em into work. '!e data (!ow( !ow ESF (u""ort( t!e ;ction Plan@( aim o0 im"roving t!e "artici"ation o0 women8 et!nic minoritie( and "eo"le wit! di(abilitie( in t!e labour market. ; breakdown detailing ESF "artici"ation b) t!e(e ke) target grou"( i( "rovided in t!e table below6
T*$ 3/# G$ %' 6 P*$#)()6*#)%" /16$/44/& *4 6/$(/"#*3/ F)/0& 1 2 3.9i . 0elo S ng o lea c rni i ng a l i n c l u ( i o n 4 4 . 4 C C 2 2 : C 2 3 12 C %7 #%#*0 -/"/7)()*$)/4 -, P%0)(, 4.;da" tabilit)E entre"r eneur( !i" . '

<o me n Et! nic min oriti e( Pe o"l

4 C

:C

#C

.C

11#

e wit ! di( abil itie (

B*4/; 4829@ 6$%</(#4 *"& :2/$/ -/"/7)()*$, 4#*#'4 :*4 ."%:" K 183@08430 -/"/7)()*$)/4! S%'$(/; ESF (0%4'$/ &*#* K D/(/+-/$ 2004

5!4 C%+6*#)-)0)#, :)#2 C%++'")#, P%0)(, %" #2/ A:*$& %7 P'-0)( C%"#$*(#4 '!e ,anaging ;ut!orit) !a( taken all a""ro"riate mea(ure( wit!in t!e 0ramework o0 t!e a((i(tance to en(ure con0ormit) wit! 3ommunit) "olic) on t!e award o0 "ublic contract(. In order to make a claim 0or ESF on t!e ba(i( o0 contractual "a)ment( made to (ub&contractor(8 3o&0inancing Organi(ation( =3FO(> mu(t (elect "rovider( on t!e ba(i( o0 o"en and com"etitive tendering b) 0ollowing national rule( on "ublic "rocurement. -egular ,onitoring o0 3FO( b) 1overnment O00ice (ta00 and b) 3FO internal audit (ta00 en(ure( t!at t!i( i( !a""ening correctl). EBam"le( o0 good "ractice were develo"ed jointl) b) t!e 9earning and Skill( 3ouncil and ESF *ivi(ion and made available to ot!er 3FO(. ;lt!oug! not a 0ormal re7uirement8 OAE3 2otice( !ave been "laced in re("ect o0 ESF 3o&0inanced activitie(8 1lobal 1rant( and ESF non co& 0inanced activitie(. '!i( i( to !el" en(ure t!at "ro("ective "rovider( can be made aware o0 0unding available 0rom t!e ESF. 5!5 C%"7%$+)#, :)#2 C%+6/#)#)%" R'0/4 '!e ,anaging ;ut!orit) !a( taken all a""ro"riate mea(ure( wit!in t!e 0ramework o0 t!e a((i(tance to en(ure con0ormit) wit! 3om"etition rule(. '!e *e"artment o0 'rade and Indu(tr) en(ure con(i(tenc) between t!e conteBt( o0 t!e annual re"ort under ;rticle 3# o0 -egulation 12 +E:: and t!e annual re"orting ()(tem under t!e block eBem"tion regulation(. In 2++4 1overnment O00ice( !ave continued to embed t!e revi(ed guidance i((ued b) t!e ESF *ivi(ion to en(ure a common a""roac! acro(( t!e Objective 3 area. ;( "reviou(l) re"orted8 t!i( included detailed guidance on monitoring Fde minimi(@ aid toget!er wit! a "ro0orma 0or 0inal bene0iciarie( to u(e to en(ure t!at t!e 0inancial ceiling( were not eBceeded. '!e 'raining ;id and Em"lo)ment ;id block eBem"tion( are available in t!e Objective 3 "rogramme in England. It i( not )et "o((ible to re"ort on t!e amount( o0 aid granted under t!e(e two eBem"tion( 0or 2++4. '!i( i( becau(e t!e return( !ave not been "re"ared a( t!e) are not due until Se"tember 2++.. 5!6 C%+6*#)-)0)#, :)#2 C%++'")#, P%0)(, %" E9'*0)#, -/#://" M/" *"& A%+/" '!e ,anaging ;ut!orit) !a( taken all a""ro"riate mea(ure( wit!in t!e 0ramework o0 t!e a((i(tance to en(ure con0ormit) wit! 3ommunit) "olic) on

11$

e7ualit) between men and women. '!e ESF Objective 3 "rogramme !a( a dual a""roac! to "romoting gender e7ualit). '!e 0ir(t a""roac! i( t!roug! main(treaming e7ual o""ortunitie( =in it( wide(t (en(e>. *uring 2++2 ESF* worked clo(el) wit! t!e ESF (ub&grou" to devi(e e7ual o""ortunitie( gatewa) criteria 0or alternative bidder( a( well a( develo"ing com"arable (tandard( 0or 9S3( and Aobcentre Plu(. '!e (econd a""roac! i( t!roug! 0unding gender&("eci0ic training E (u""ort t!roug! "olic) 0ield .. For eBam"le8 in "olic) 0ield ..1 ESF 0und( training w!ic! !el"( women work in non&traditional area( and t!ereb) !el"( t!e 1overnment addre(( (ome o0 t!e gender ga"( w!ic! eBi(t in t!e labour market. *uring 2++4 t!i( "olic) 0iled mea(ure wa( merged wit! ..2 w!ic! 0und( re(earc! and 0ollow&u" action(. '!i( amendment to t!e "rogramme i( de(igned to o00er greater 0leBibilit) 0or "rovider( and 0acilitate greater take&u" o0 0unding 0or re(earc! and 0ollow u" action in t!e (econd !al0 o0 t!e "rogramme '!e England Objective 3 "rogramme !a( di(cu((ed e7ual o""ortunitie(8 a( a (tanding agenda item8 at eac! meeting. 5!? L)".4 #% #2/ E9'*0 C%++'")#, I")#)*#)5/ ESF* and t!e 1overnment O00ice( work to en(ure com"lementarit) between ESF E7ual and t!e Objective 3 "rogramme. -e"re(entative( 0rom t!e 1overnment O00ice( engaged wit! E7ual in 2++4 a( ,onitoring 3ommittee member(8 and a( member( o0 t!e '!ematic 2etworking 1rou"(8 w!ere (trategic advice wa( "rovided to *P( 0unded under '!eme( ; and B ("eci0icall) w!ic! are targeting de"rived neig!bour!ood(. 1overnment O00ice( al(o "la) a role in t!e a""rai(al and (election "roce(( 0or E7ual. Summarie( o0 -ound 2 a""lication( 0or E7ual were 0orwarded to t!e relevant region( and 1overnment O00ice ESF (ta00 were encouraged to comment on t!e content in term( o0 innovation and "otential du"lication o0 activitie( alread) 0unded wit!in t!e region. E7ual wa( activel) "ublici(ed in eac! o0 t!e 1overnment O00ice region( in 2++3 and 2++48 and (ta00 in t!e 1B Su""ort Structure liai(ed clo(el) wit! 1O re"re(entative( to maBimi(e t!e im"act. '!e E7ual and Objective 3 ,onitoring 3ommittee( are al(o 0urt!er linked t!roug! t!e E7ual O""ortunitie( Sub&3ommittee o0 t!e E7ual ,onitoring 3ommittee =(ee ;nneB #>. '!e E7ual Fgate&wa)@ a""roac! to e7ual o""ortunitie(8 w!ere organi(ation( mu(t demon(trate a minimum 7ualit) (tandard in e7ual o""ortunitie( to (ecure 0unding8 wa( main(treamed into Objective 3 t!roug! t!e 9earning and Skill( 3ouncil( and Aobcentre Plu( a( a re(ult o0 t!e work o0 t!i( grou". It unite( a range o0 organi(ation( delivering ESF 0unded activitie( to "romote e7ualit) and diver(it) and identi0ie(8 di((eminate( and main(tream( emerging good "ractice at a national level. In0ormation to (u""ort good "ractice ca(e (tudie( drawn 0rom E7ual and Objective 3 wa( collected in (u""ort o0 a "ublication made available in 2++4. '!e Scotti(! EBecutive and t!e <el(! ;((embl) 1overnment al(o co&ordinate (tructural a((i(tance in t!eir re("ective countrie(. -e"re(entative( 0rom t!e E7ual "rogramme( meet on a 7uarterl) ba(i( wit! ESF* to en(ure t!at t!e E7ual "rogramme i( e00ectivel) co&ordinated acro(( t!e w!ole o0 1B.

11:

Organi(ation( involved in ESF 0re7uentl) draw bot! E7ual and ESF Objective 3 0unding 0or develo"ment o0 t!eir activitie( and im"lementation re("ectivel).

C*4/ S#'&, O00 t!e Street( and into <ork =OS<> i( a network o0 agencie( w!ic! "rovide em"lo)ment training8 advice8 and guidance to "eo"le in 9ondon w!o are !omele((8 or at ri(k o0 becoming !omele((. It( aim i( to !el" "eo"le move toward( em"lo)abilit) t!roug! acce((ing t!e wide range o0 (ervice( it "rovide( & including I' training8 one to one (u""ort8 (u""orted em"lo)ment and a ("eciali(t job( (!o". OS< i( running a range o0 "rogramme(8 u(ing a diver(e (et o0 0unding (ource(8 during t!e 2++.&$ "eriod. 'ackling ,ulti"le *i(advantage in 9ondon b) Im"roving Em"lo)abilit)8 0unded b) E/%;9 and t!e 9ondon *evelo"ment ;genc) Single Pot i( a cro((&(ector "rogramme addre((ing t!e t!eme o0 REm"lo)abilit)6 0acilitating acce(( and return to t!e labour market 0or di(advantaged "eo"leR8 and (u""ort( t!e objective( o0 t!e ,a)orN( Economic *evelo"ment Strateg) and 9ondonN( F-ES;. It target( individual( 0acing multi"le di(advantage in t!e labour market w!o are !omele((8 at ri(k o0 !omele((ne(( or in or re(ettled 0rom tem"orar) accommodation. '!e "rogramme intend( to 0ind (olution( t!at em"ower individual( to make in0ormed c!oice(8 te(t route( out o0 inactivit)
12+

and workle((ne((8 and "rovide innovative and individual o"tion(. '!e -ead) 0or Skill( and Aob( "rogramme8 0unded t!roug! ESF Objective 3 will "rovide "re&em"lo)ment (u""ort 0or individual( 0acing multi"le labour market di(advantage. It will target t!e ke) indu(tr) (ector( o0 con(truction8 !o("italit) and I3'8 identi0ied b) t!e 9ondon F-ES; a( !aving t!e greate(t "otential 0or labour market im"act8 )et wit! "articular "roblem( o0 (kill( (!ortage. *eliver) will be "an&9ondon8 o00ering accredited ba(ic (kill(8 indu(tr) recogni(ed em"lo)abilit) award( and an integrated "ackage o0 learner (u""ort and mentoring. Bene0iciarie( will develo" t!e (kill( and 7uali0ication( nece((ar) to enter (ector&("eci0ic em"lo)ment or "rogre(( to 0urt!er learning. OS< al(o manage( 0urt!er Objective 3 "roject( including 9ondon -e0ugee Economic ;ction =9O-E3;> 3a"acit) Building and Economic and Social Stabilit) 0or 9ondonN( 4omele(( 5!@ C%+6*#)-)0)#, :)#2 C%++'")#, P%0)(, %" S'4#*)"*-0/ D/5/0%6+/"# *"& E"5)$%"+/"#*0 P$%#/(#)%" '!e ,anaging ;ut!orit) !a( taken all a""ro"riate mea(ure( wit!in t!e 0ramework o0 t!e a((i(tance to en(ure con0ormit) wit! 3ommunit) "olic) on (u(tainable develo"ment and environmental "rotection. Su(tainable and local develo"ment are (election criteria wit!in bot! co&0inancing and alternative bidding arrangement(. *uring 2++4 a new interactive ESF Su(tainable *evelo"ment toolkit wa( launc!ed. '!e toolkit i( de(igned to !el" "roject a""licant( a((e(( t!eir "roject@( contribution to (u(tainable develo"ment and identi0) "o((ible area( 0or 0uture action. Environmental con(ideration( are embedded in t!e toolkit. '!i( toolkit will !el" "rovider( in t!e a""lication "roce(( a( well a( in0orm "o(t&tender negotiation( w!ere a""ro"riate. 2ew guidance on (u(tainable develo"ment wa( al(o i((ued to 3FO( and 1overnment O00ice (ta00 during 2++4. '!i( guidance wa( de(igned o in0orm 3FO "lan( and a""lication E tendering guidance. ; (u(tainable develo"ment web"age wa( al(o launc!ed on t!e ESF 2ew( web(ite. ESF tec!nical a((i(tance !a( continued to !el" 0und t!e Su(tainable *evelo"ment O00icer "o(t and t!e (u(tainable develo"ment o00icer delivered a number o0 training (e((ion( E work(!o"( in t!e 1overnment O00ice region( de(igned to widen under(tanding o0 (u(tainable develo"ment i((ue(. In *ecember 2++4 ESF*8 working in clo(e "artner(!i" wit! t!e Environment ;genc) and 1roundwork %?8 launc!ed t!e 2++. ESF Su(tainable *evelo"ment 1ood "ractice ;ward. '!i( award aim( to identi0) and reward "roject( t!at !ave made a (igni0icant or innovative contribution to (u(tainable develo"ment. '!e award i( de(igned to "romote (u(tainable develo"ment and !are good "ractice and innovative "ractice. 5!9 E"0*$3/+/"#; A44)4#*"(/ #% N/: M/+-/$ S#*#/4 *uring 2++48 ESF *ivi(ion8 in "artner(!i" wit! t!e ,ini(tr) o0 9abour in Finland8 delivered a 'winning "roject in Poland to !el" t!em "re"are 0or ESF. ; ke) objective o0 t!e "roject i( to develo" t!e ca"abilit) o0 Poli(! colleague( to "re"are O"erational Programme( including an E/%;9 "rogramme and t!e

121

re("ective "rogramme com"lement(. ;n e7uall) im"ortant objective i( to !el" t!e ,anaging ;ut!orit) at t!e ,ini(tr) o0 Econom)8 9abour and Social Polic)8 "re"are t!eir management and control ()(tem( 0or ESF 0unding. '!e Intermediate Bodie( and Final Bene0iciarie( !ave been develo"ing im"lementation ()(tem( and ESF "roject( and (ta00 at t!e centre and in t!e region( !a( been trained b) %? and Finni(! eB"ert(. '!i( "roject will end in Aul) 2++.. ESF *ivi(ion !a( a (imilar 'winning "roject in t!e 35ec! -e"ublic8 w!ic! (tarted in Se"tember 2++3. '!i( "roject will build t!e ca"acit) and ca"abilit) to run and manage (ucce((0ul ESF "roject(. '!ere are t!ree Pre ;cce((ion ;dvi(er(8 located in t!e *e"t 0or ,anagement o0 ESF Programme( in t!e ,ini(tr) o0 9abour and Social ;00air(8 and one located in eac! o0 t!e ke) Intermediar) Bodie(6 t!e ,ini(tr) o0 EducationG ,ini(tr) o0 Hout! and S"ortG and t!e Em"lo)ment Service ;dmini(tration. '!e "roject will la(t until earl) 2++..

122

ANNE> A OVERVIEA OF ESF OBJECTIVE 3 POLIC FIELDS AND MEASURES (A4 *+/"&/& *# +)&-#/$+ $/5)/:)
P%0)(, 7)/0& A(#)5/ 0*-%'$ +*$./# 6%0)()/4 S#$*#/3)( %-</(#)5/4 'o reduce long term unem"lo)ment in England t!roug! t!e u(e o0 active labour market mea(ure( and a((i(t t!e unem"lo)ed and economicall) inactive =back> into em"lo)ment 'o reduce t!e 0low( into long term unem"lo)ment in England t!roug! t!e u(e o0 active labour market mea(ure( targeted at t!o(e recentl) unem"lo)ed or about to become unem"lo)ed 'o reduce t!e im"act o0 di(advantage 0aced b) eBcluded grou"( and (u""ort t!eir integration into t!e labour market t!roug! target grou" or area ba(ed a""roac!e(. 'o "romote e7ualit) t!roug! re(earc! into direct and indirect di(crimination in t!e labour market and (u""ort 0ollow on action( to combat t!e in(titutional a("ect( o0 di(crimination. M/*4'$/4 M/*4'$/ 1; 11F 'o "rovide advice8 guidance and (u""ort to enable "eo"le to develo" active and continuou( job (earc! (trategie( and "revent t!em 0rom moving into long term unem"lo)ment or economic inactivit). M/*4'$/ 2; @9F 'o im"rove t!e em"lo)abilit) o0 t!e unem"lo)ed8 "articularl) t!e long term unem"lo)ed8 returner(8 t!o(e inactive in t!e labour market and )oung "eo"le t!roug! targeted intervention to en!ance vocational and ot!er ke) (kill( and removing eBternal barrier( to labour market entr). M/*4'$/ 1; 1?F 'o widen acce(( to ba(ic (kill( "rovi(ion6 t!roug! t!e develo"ment o0 innovative and e00ective wa)( o0 "romoting and "roviding ba(ic (kill(8 directed at t!o(e grou"( di(advantaged8 eBcluded 0rom or under&re"re(ented in t!e work"lace. M/*4'$/ 2; @0F 'o develo" local and area ba(ed re("on(e( to a((i(t individual( wit! multi"le di(advantage8 e("eciall) economicall) inactive "eo"le o0 working age8 in t!e labour market w!o 0ace t!e ri(k o0 eBclu(ion. 'o "rovide !el" to im"rove t!e em"lo)abilit) and remove barrier( to labour market entr) 0or t!o(e grou"( di(advantaged in t!e labour market8 including economicall) inactive "eo"le o0 working age8 wit! "articular em"!a(i( on combating race8 di(abilit) and age di(crimination. M/*4'$/ 3; 3F 'o combat di(crimination in t!e labour market8 in "articular to combat race8 di(abilit) and age di(crimination and im"rove t!e em"lo)abilit) o0 t!e(e grou"(.

E9'*0 %66%$#'")#)/4 7%$ *00 *"& 6$%+%#)"3 4%()*0 )"(0'4)%"

123

L)7/0%"3 0/*$")"3

'o widen "artici"ation in li0elong learning (o t!at more "eo"le continue t!roug!out t!eir live( to develo" t!eir knowledge8 (kill( and under(tanding and im"rove t!eir em"lo)abilit) in a c!anging labour market

M/*4'$/ 1; ?0F Promoting wider acce(( and "artici"ation in li0e long learning =e("eciall) 0or t!o(e grou"( lea(t likel) to take "art in li0elong learning activitie( and lacking ba(ic and ke) (kill(8 including economicall) inactive "eo"le o0 working age> Su""orting t!e ke) "olic) develo"ment( in li0elong learning to im"rove "artici"ation. M/*4'$/ 2; 30F Im"roving t!e em"lo)abilit) o0 t!o(e in work t!roug! li0elong learning "rovi(ion w!ic! develo"( t!eir (kill( and !el"( t!em meet t!e c!anging need( o0 em"lo)er(8 (uc! a( in t!e 0ield( o0 I'8 management and t!e environment.

A&*6#*-)0)#, *"& E"#$/6$/"/'$42)6

'o im"rove t!e (kill( ba(e and M/*4'$/ 1; 39F ada"tabilit) o0 t!e em"lo)ed labour 'o (u""ort com"anie(8 e("eciall) S,E( to u"date and u"grade t!eir em"lo)ee(@ 0orce in England vocational8 ba(ic and ke) (kill(. 'o increa(e t!e level o0 entre"reneur(!i" in England M/*4'$/ 2; 45F -e(earc! to identi0) emerging (kill( (!ortage( and 0ollow u" action( M/*4'$/ 3; 16F Encourage entre"reneur(!i" o0 individual( and com"etitivene(( o0 bu(ine((e(8 "articularl) S,E(. M/*4'$/ 1; 90F 'o im"rove acce(( to learning and remove barrier( to em"lo)ment8 and to re(earc! i((ue( related to gender di(crimination in em"lo)ment (uc! a( recruitment8 "a)8 (egregation and "rogre((ion8 and to (u""ort 0ollow u" activitie( ari(ing 0rom t!e re(earc!. M/*4'$/ 2; 10F 'o re(earc! into i((ue( related to gender di(crimination in em"lo)ment (uc! to recruitment8 "a)8 (egregation and "rogre((ion and 0ollow u" activitie( ari(ing 0rom t!e re(earc!.

I+6$%5)"3 #2/ 6*$#)()6*#)%" %7 :%+/" )" #2/ 0*-%'$ +*$./#

'o reduce t!e level o0 di(advantage 0aced b) women in t!e labour market

124

ANNE> B

THE EMPLO MENT GUIDELINES 2003 1. ;3'ILE ;2* P-ELE2';'ILE ,E;S%-ES FO- '4E %2E,P9OHE* ;2* I2;3'ILE 2. AOB 3-E;'IO2 ;2* E2'-EP-E2E%-S4IP 3. ;**-ESS 34;21E ;2* P-O,O'E ;*;P';BI9I'H ;2* ,OBI9I'H I2 '4E 9;BO%- ,;-?E' 4. P-O,O'E *ELE9OP,E2' OF 4%,;2 3;PI';9 ;2* 9IFE9O21 9E;-2I21 .. I23-E;SE 9;BO%- S%PP9H ;2* P-O,O'E ;3'ILE ;1EI21 . 1E2*E- E/%;9I'H #. P-O,O'E '4E I2'E1-;'IO2 OF ;2* 3O,B;' '4E *IS3-I,I2;'IO2 ;1;I2S' PEOP9E ;' ; *IS;*L;2';1E I2 '4E 9;BO%- ,;-?E' $. ,;?E <O-? P;H '4-O%14 I23E2'ILES 'O E24;23E <O-? ;''-;3'ILE2ESS :. '-;2SFO-, %2*E39;-E* <O-? I2'O -E1%9;- E,P9OH,E2' 1+. ;**-ESS -E1IO2;9 E,P9OH,E2' *ISP;-I'IES

12.

ANNE> C EBUAL OPPORTUNITIES MAINSTREAMING PLAN ;1-EE* BH E219;2* ESF OBAE3'ILE 3 ,O2I'O-I21 3O,,I''EE ,;-34 2++2 O'#0)"/ S#$'(#'$/ Pur"o(e o0 t!e "lan '!i( "lan (et( !ow e7ual o""ortunitie( will be main(treamed in t!e Engli(! Objective 3 "rogramme 0or 2+++&+ and (et( out in more detail !ow t!e ke) "rinci"le( laid down in t!e 1B main(treaming "lan will be im"lemented in England. Se"arate "lan( will be drawn u" 0or Scotland and <ale(. '!e "lan i( a monitoring tool and will be (ubject to continuou( c!ange during t!e li0e o0 t!e "rogramme. <!at are e7ual o""ortunitie( main(treamingZ E7ual O""ortunitie( main(treaming involve( a ()(tematic "roce(( o0 identi0ication and integration o0 e7ual o""ortunitie( into all a("ect( o0 t!e "lanning and im"lementation o0 t!e "rogramme including monitoring and evaluation. It involve( identi0)ing le((on( learned and "romoting good "ractice in e7ual o""ortunitie( t!roug! a""ro"riate di((emination (trategie(. '!e guiding "rinci"le 0or main(treaming e7ual o""ortunitie( i( (im"le6 "olicie(8 "rogramme( and (ervice( (!ould meet t!e need( o0 all grou"( in (ociet). '!i( mean( en(uing t!ere i( no di(crimination and "roactivel) dealing wit! barrier( to "artici"ation and (ucce((. <!o i( t!e "lan 0orZ ;t national level6 '!e Engli(! OP main(treaming action "lan will be monitored and reviewed b) '!e E7ual O""ortunitie( Sub&grou" w!o will re"ort to t!e Engli(! OP ,onitoring 3ommittee and t!e 1B ,onitoring 3ommittee. ;t regional level6 '!e "lan (et( out ke) "rioritie( and "rinci"le( t!at Objective 3 regional committee( (!ould 0ollow. '!i( will !el" en(ure con(i(tenc) in a""roac! J alt!oug! regional committee( ma) want to tailor a("ect( o0 t!e "lan to meet regional need( a( well a( including additional objective(. 4ow will t!e "lan be monitoredZ '!e "lan will be monitored b) mean( o0 a (tandard re"orting tem"late i((ued to all region(. '!e tem"late wa( de(igned in con(ultation wit! t!e E7ual O""ortunitie( Sub&grou". '!e 0ir(t re"orting tem"late( were com"leted b) t!e

12

region( in 2ovember 2++1. '!e tem"late gat!er( in0ormation "rimaril) to in0orm t!e E7ual O""ortunitie( ,ain(treaming ;ction Plan but t!e in0ormation gat!ered can al(o be u(ed to in0orm -egional *evelo"ment Plan "rogre(( re"ort( a( well a( t!e Objective 3 ;nnual -e"ort( and t!e ESF* contribution to t!e %? Em"lo)ment ;ction Plan. '!e current tem"late gat!er( in0ormation on i((ue( (uc! a(6 commitment to e7ual o""ortunitie( wit!in t!e regional committee( regional e7ual o""ortunitie( (trategie( e7ual o""ortunitie( (trategie( in t!e 3FO( coverage o0 e7ual o""ortunitie( in "roject (coring.

9ater ver(ion( o0 t!e tem"late will include in0ormation on6 & Overview o0 "rovi(ion at regional level J ("read8 coverage8 t)"e( o0 "roject 0undedG - Outcome( 0or bene0iciarie( according to gender8 di(abilit) and race J com"ared wit! national and regional average(. ;n) (igni0icant di00erence( to be eB"lained a( 0ar a( "o((ibleG - Progre(( toward( objective( (et out in t!i( Engli(! main(treaming "lanG - 1ood "ractice identi0ied at regional level w!ic! could be (!ared J including ca(e (tudie(G - Sugge(tion( 0or activitie( t!at could be eB"lored under t!e E/%;9 "rogramme. 2B t!e above li(t i( not eB!au(tive but illu(trate( w!at '!e E7ual O""ortunitie( Sub grou" will be monitoring. '!e 1B main(treaming "lan (et( out t!e ke) 7uantitative data and monitoring data (ource( and em"!a(i(e( t!e need to con(ider Xnet im"act@ o0 t!e "rogramme a( well a( Xgro(( im"act@ in term( o0 outcome(. A2*# &%/4 #2/ /16/$)/"(/ 7$%+ #2/ 6$/5)%'4 O-</(#)5/ 3 6$%3$*++/ #/00 '4 *-%'# /9'*0 %66%$#'")#)/4R In general8 women were (ucce((0ull) targeted onto t!e Objective 3 "rogramme. 4owever8 t!ere wa( evidence t!at women returner( were not being e00ectivel) targeted. /ualitative re(earc! (ugge(ted t!e eBi(tence o0 barrier( w!ic! "revented (ome women 0rom taking "art on t!e "rogramme. '!e main barrier( were lack o0 c!ildcare and lack o0 0leBibilit) on "roject(. ;( well a( "reventing (ome women 0rom joining a "roject8 t!e(e barrier( can al(o create "roblem( in t!em com"leting t!eir "roject(.
'!e evaluation evidence wa( miBed in term( o0 labour market outcome( 0or men and

women. Immediatel) a0ter leaving Objective 3 (u""ort8 a lower "ro"ortion o0 women t!an men moved into job(8 )et a !ig!er "ro"ortion obtained a "o(itive outcome 1#. '!i( wa( due to t!e !ig!er "ro"ortion o0 women moving on to 0urt!er education or
1#

; "o(itive outcome i( a job8 (el0&em"lo)ment or 0urt!er educationEtraining.

12#

training a0ter Objective 3. 4owever8 (iB mont!( a0ter leaving t!eir "roject(8 women !ad a !ig!er "robabilit) t!an men o0 being in work. In line wit! t!e wider labour market8 women were muc! more likel) to get a "art&time job wit! a lower weekl) rate o0 "a). '!ere i( (trong evidence o0 a better "er0ormance in term( o0 ac!ievement o0 7uali0ication( 0or women. 4owever8 at lea(t a !ig!er level o0 "reviou( 7uali0ication( ma) eB"lain (ome o0 t!i(. <omen returner( and lone "arent( were more likel) t!an ot!er grou"( o0 bene0iciarie( to gain a 7uali0ication. Bot! job outcome( and "o(itive outcome( are con(i(tentl) lower 0or lone "arent(8 women wit! no 7uali0ication( and women returner( t!an 0or women bene0iciarie( a( a w!ole8 w!ic! re0lect( t!e di(advantage (u00ered b) t!e(e grou"(. '!i( al(o em"!a(i(e( t!e "oint t!at it i( mi(leading to look at women a( a !omogenou( grou" and t!at (ome (ub&grou"( o0 women 0ace greater di(advantage in t!e labour market t!an ot!er(. Overall8 t!e "reviou( Objective 3 "rogramme rein0orced traditional gender (tereot)"e( in t!e t)"e( o0 occu"ation( 0or w!ic! men and women were being trained. In addition8 women were le(( likel) t!an men to be on "roject( w!ic! were o00ering wage (ub(id) or w!ic! gave advice about t!e t)"e( o0 job( to look 0or. In looking at t!e ot!er di(advantaged grou"(8 t!e evaluation evidence (ugge(t( t!at t!e "reviou( Objective 3 "rogramme did (ucce((0ull) reac! mo(t o0 it( main target grou"(. In "articular8 targeting o0 et!nic monitorie( wa( good at t!e national levelG 14C o0 Objective 3 bene0iciarie( were 0rom an et!nic minorit) com"ared to 11C among(t t!e unem"lo)ed a( a w!ole. <!ile "roviding a tailor&made "ackage o0 (u""ort to meet individual need( !ad a "o(itive im"act on t!e outcome( o0 all bene0iciarie(8 it wa( t!o(e 0rom t!e more di(advantaged grou"( w!o bene0ited t!e mo(t 0rom t!i( more inten(ive t)"e o0 (u""ort. '!e di(abled and t!e long&term unem"lo)ed were t!e two grou"( t!at !ad t!e lea(t (ucce(( in moving into a job on leaving t!eir ESF "roject.

E9'*0 O66%$#'")#)/4 ESF F%$/(*4# D*#* F%$ E"30*"& E9'*0 O66%$#'")#)/4 F%$/(*4#4 1. 'able 1 below (et( out t!e "ro"o(ed E7ual O""ortunitie( 0oreca(t( 0or t!e Engli(! Objective 3 O"erational Programme =OP>. '!e 0oreca(t( are (et out bot! 0or t!e overall Objective 3 "rogramme and 0or eac! individual "olic) 0ield. *ata limitation( !ave meant it wa( not "o((ible to "roduce all o0 t!e target( 0or ever) "olic) 0ield. '!i( anneB give( a brie0 overview o0 !ow t!e 0oreca(t( came about. 2. '!e met!odolog) u(ed to (et t!e 0oreca(t( i( under"inned b) two main 0actor(. <!ere "o((ible we !ave u(ed monitoring data 0rom t!e old "rogramme to

12$

a((e(( "reviou( "er0ormance. In addition8 9abour Force Surve) =9FS> data on eac! o0 t!e target grou"( o0 working age8 in em"lo)ment and unem"lo)ment !a( been u(ed to "rovide a ba(eline8 and to in0orm our t!inking in term( o0 (co"e 0or im"rovement under t!e new "rogramme. For eBam"le8 1::: monitoring data revealed t!at 1.C o0 bene0iciarie( (u""orted on Objective 3 in England were di(abled. ;ccording to t!e 9FS8 21C o0 I9O unem"lo)ed "eo"le were di(abled8 t!ere0ore t!e 0oreca(t 0or t!e ;ctive 9abour ,arket "olic) 0ield wa( (et at t!e mid"oint between t!e two8 at 1$C. '!i( a""roac! i( con(i(tent wit! t!at u(ed to develo" t!e OP target(. 3. ; (igni0icant "roblem eBi(t( in t!at t!e "olic) 0ield( under t!e new "rogramme do not "reci(el) relate to t!e "reviou( "rogramme. For "olic) 0ield( 1 and 2 o0 t!e new "rogramme8 t!i( wa( not a !uge i((ue a( (imilaritie( eBi(t wit! t!e old Objective 3 "rogramme. For "olic) 0ield 4 we were able to u(e monitoring data 0rom t!e "reviou( Objective 4 "rogramme. For "olic) 0ield 3 we looked at monitoring data on national "roject( w!o(e 0ocu( wa( on advice and guidance and data relating to bot! em"lo)ed and unem"lo)ed bene0iciarie(. For "olic) 0ield . we anal)(ed t!o(e "roject( t!at !ad :$C or more 0emale bene0iciarie(. 4. For 0oreca(t( on "roject( o00ering (u""ort to di(abled "eo"le and "roject( o00ering c!ildcare 0acilitie(8 t!e onl) o"tion wa( to u(e monitoring data taken 0rom a""lication 0orm( under t!e new "rogramme. ;""lication( data i( ba(ed on 0oreca(t( made b) "roject( (o t!e(e target( (!ould be treated wit! a degree o0 caution. .. For (ome indicator( target( alread) eBi(t in t!e OP and t!e(e !ave been re"eated to maintain con(i(tenc). EBam"le( o0 t!i( include t!e C o0 women receiving (u""ort in all "olic) 0ield( and t!e C o0 women in "o(itive outcome( immediatel) on leaving in "olic) 0ield .. . Once 0oreca(t( 0or eac! individual "olic) 0ield !ave been (et8 t!e(e are t!en weig!ted according to t!e allocation o0 re(ource( between "olic) 0ield( to derive t!e overall target(.

12:

'able 1 J Foreca(t( 0or t!e E7ual O""ortunitie( Indicator( 0or England NB; T2/ /9'*0 %66%$#'")#)/4 +*)"4#$/*+ 60*" :)00 -/ '6&*#/& -, 31 J'0, 2003! F%$/(*4# 7)3'$/4 :)00 -/ $/5)/:/& 7%00%:)"3 #2/ +)&-#/$+ /5*0'*#)%" O5/$*00 I"&)(*#%$ C women receiving (u""ort C et!nic minoritie( receiving (u""ort C di(abled receiving (u""ort C o0 women in job( immediatel) a0ter leaving C o0 women in "o(itive outcome( immediatel) a0ter leaving C o0 women in job( (iB mont!( a0ter leaving C o0 women in "o(itive outcome( (iB mont!( a0ter leaving C o0 et!nic minoritie( in job( immediatel) a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( immediatel) a0ter leaving C o0 et!nic minoritie( in job( (iB mont!( a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( (iB mont!( a0ter leaving C o0 di(abled "eo"le in job( immediatel) a0ter leaving C o0 di(abled in "o(itive outcome( immediatel) a0ter leaving C o0 di(abled in job( (iB mont!( a0ter leaving C o0 di(abled in "o(itive outcome( (iB mont!( a0ter leaving F%$/(*4# 4#C 1.C 1.C .4C #+C +C #4C .1C #2C .3C #3C 43C .:C 4 C 3C

C o0 "roject( o00ering (u""ort mea(ure( to enable di(abled "eo"le to take "art on t!e "roject $.C C o0 "roject( o00ering c!ildcare 0acilitie( 1C A(#)5/ L*-%'$ M*$./# I"&)(*#%$ C women receiving (u""ort C et!nic minoritie( receiving (u""ort C di(abled receiving (u""ort C o0 women in job( immediatel) a0ter leaving C o0 women in "o(itive outcome( immediatel) a0ter leaving C o0 women in job( (iB mont!( a0ter leaving C o0 women in "o(itive outcome( (iB mont!( a0ter leaving C o0 et!nic minoritie( in job( immediatel) a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( immediatel) a0ter leaving C o0 et!nic minoritie( in job( (iB mont!( a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( (iB mont!( a0ter leaving C o0 di(abled "eo"le in job( immediatel) a0ter leaving C o0 di(abled in "o(itive outcome( immediatel) a0ter leaving

F%$/(*4# 42C 21C 1$C 34C . C 42C 1C 2:C +C 32C 1C 1$C 41C

13+

C o0 di(abled in job( (iB mont!( a0ter leaving C o0 di(abled in "o(itive outcome( (iB mont!( a0ter leaving

22C 4#C

C o0 "roject( o00ering (u""ort mea(ure( to enable di(abled "eo"le to take "art on t!e "roject $.C C o0 "roject( o00ering c!ildcare 0acilitie( .:C S%()*0 I"(0'4)%" I"&)(*#%$ C women receiving (u""ort C et!nic minoritie( receiving (u""ort C di(abled receiving (u""ort C o0 women in job( immediatel) a0ter leaving C o0 women in "o(itive outcome( immediatel) a0ter leaving C o0 women in job( (iB mont!( a0ter leaving C o0 women in "o(itive outcome( (iB mont!( a0ter leaving C o0 et!nic minoritie( in job( immediatel) a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( immediatel) a0ter leaving C o0 et!nic minoritie( in job( (iB mont!( a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( (iB mont!( a0ter leaving C o0 di(abled "eo"le in job( immediatel) a0ter leaving C o0 di(abled in "o(itive outcome( immediatel) a0ter leaving C o0 di(abled in job( (iB mont!( a0ter leaving C o0 di(abled in "o(itive outcome( (iB mont!( a0ter leaving

F%$/(*4# 42C 21C 1$C 34C . C 42C 1C 2:C +C 32C 1C 1$C 41C 22C 4#C

C o0 "roject( o00ering (u""ort mea(ure( to enable di(abled "eo"le to take "art on t!e "roject $.C C o0 "roject( o00ering c!ildcare 0acilitie( .:C L)7/0%"3 L/*$")"3 I"&)(*#%$ C women receiving (u""ort C et!nic minoritie( receiving (u""ort C di(abled receiving (u""ort C o0 women in gaining 7uali0ication C o0 et!nic minoritie( gaining 7uali0ication C o0 di(abled "eo"le gaining 7uali0ication F%$/(*4# .+C $C 14C 2C .$C .4C

C o0 "roject( o00ering (u""ort mea(ure( to enable di(abled "eo"le to take "art on t!e "roject $.C C o0 "roject( o00ering c!ildcare 0acilitie( .:C A&*6#*-)0)#,DE"#$/6$/"/'$42)6 I"&)(*#%$ C women receiving (u""ort F%$/(*4# 33C

131

C et!nic minoritie( receiving (u""ort C di(abled receiving (u""ort

C $C

C o0 "roject( o00ering (u""ort mea(ure( to enable di(abled "eo"le to take "art on t!e "roject $.C C o0 "roject( o00ering c!ildcare 0acilitie( .:C

132

G/"&/$ E9'*0)#, I"&)(*#%$ C women receiving (u""ort C et!nic minoritie( receiving (u""ort C di(abled receiving (u""ort C o0 women in job( immediatel) a0ter leaving C o0 women in "o(itive outcome( immediatel) a0ter leaving C o0 women in job( (iB mont!( a0ter leaving C o0 women in "o(itive outcome( (iB mont!( a0ter leaving C o0 et!nic minoritie( in job( immediatel) a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( immediatel) a0ter leaving C o0 et!nic minoritie( in job( (iB mont!( a0ter leaving C o0 et!nic minoritie( in "o(itive outcome( (iB mont!( a0ter leaving C o0 di(abled "eo"le in job( immediatel) a0ter leaving C o0 di(abled in "o(itive outcome( immediatel) a0ter leaving C o0 di(abled in job( (iB mont!( a0ter leaving C o0 di(abled in "o(itive outcome( (iB mont!( a0ter leaving

F%$/(*4# 1++C 1$C 12C #C $$C #1C :+C .C $+C C $1C .:C #1C 1C #4C

C o0 "roject( o00ering (u""ort mea(ure( to enable di(abled "eo"le to take "art on t!e "roject $.C C o0 "roject( o00ering c!ildcare 0acilitie( $ C

133

134

A)+ 1 E"4'$/ 2)32 0/5/0 (%++)#+/"# #% /9'*0 %66%$#'")#)/4 O-</(#)5/4 1a. ,onitoring committee( E (ub&committee( to !ave a""ro"riate (tructure and gender E race E di(abled balance. <!ere balance !a( not been ac!ieved8 (trateg) 0or im"rovement to be develo"ed and im"lemented w!ere "o((ible. O"3%)"3 Per0ormance mea(ure Ba(eline(=B> E 'arget( ='> etc. =w!ere a""ro"riate> =i> B [ 4 '[:

=i>

=ii>

2umber o0 regional committee( wit! a""ro"riate gender balance 2o. o0 region( committed to developing (trategie( 0or gender balance

B[ 3 no (trateg) K committed to a (trateg) '[: B[+ '[ :

=iii> 1b. ESF *ivi(ion and e7ualit) "artner( to con(ult region( to 0ollow&u" "rogre(( made in develo"ing gender balance (trategie( and identi0) good "ractice 0or im"roving re"re(entation o0 women E di(abled E et!nic minoritie( on committee( and di((eminate an) guidance advice available to region( O"3%)"3 1c. Engli(! regional monitoring committee( continue to (eek eB"erti(e 0rom e7ual o""ortunitie( eB"ert( and en(ure t!at 0ormal link( eBi(t =eit!er b) working grou" re"re(entation on regional committee or nominated individual member o0 committee> to en(ure e7ual o""( i( (tanding agenda item. O"3%)"3

2umber o0 regional committee( w!ic! B[ + ' [ have (trategie( 0or im"roving B[+ ' [ 1 balance =gender E re"ort di(abilit)Erace> 2o o0 region( con(ulted E monitored =detailed con(ultation> -e"ort "roduced B K ' & 'B; 0or di(cu((ion J containing good "ractice etc B[2 '[:

=i>

=ii>

=i>

2o o0 region( w!ic! !ave e7ual o""ortunitie( re"=(> w!o !ave an active role on regional committeeG

2o o0 region( committed to !aving e7ual o""ortunitie( a( a 13. (tanding agenda item

A)+ 2 E"30)42 R/3)%"4 #% &/5/0%6 $/3)%"*0 +*)"4#$/*+)"3 4#$*#/3)/4 7%$ /9'*0 %66%$#'")#)/4 Per0ormance mea(ure 2a. 1O( E region( to con(ult "artner( a( a""ro"riate on Engli(! main(treaming (trateg) O"3%)"3 2umber o0 regional monitoring committee( w!ic! !ave di(cu((ed E con(idered t!e Engli(! ,ain(treaming "lanG Ba(eline( =B> E target( ='>w!ere a""ro"riate B[$ region( !ave di(cu((ed "lan '[:

2b> ;ll region( to develo" regional e7ual o""ortunitie( main(treaming (trategie( in line wit! Engli(! "lan = a( a minimum> =i> 2umber o0 1O( wit! main(treaming "lan O"3%)"3 aligned to Engli(! B [ 1 = Sout! main(treaming "lan Ea(t> '[: =ii> 2umber o0 region( w!ic! !ave (et B [ 1 ="artiall)> e7ualit) objective(8 ' [ : ba(eline( and target( 0or t!eir main(treaming (trateg)G B[+ =iii> 2umber o0 region( '[: w!ic! !ave e(tabli(!ed monitoring arrangement(G B [ + ' [ S)(tem 0or all : =iii> EBecutive in0ormation ()(tem E management in0ormation ()(tem (et B [ + u" in region( b) ESF ' [ : *ivi(ion =iv> 2umber o0 region( w!ic! !ave e(tabli(!ed a""rai(al 2c. ESF evaluation team to arrangement( 0or (u""l) 9,I data E leaver(@ (urve) reviewing data and (ugge(ted target( at main(treaming "lan national level and eB"lain met!odolog) to region( G O"3%)"3 2d. E7ual o""ortunitie( (ub&grou" to agree new regional re"orting
13

tem"late E arrangement( 0or ,a) 2++2 O"3%)"3 =i>> 9,I data !a( alread) been (u""lied to t!e region(. 2++1 9eaver(@ (urve) data will be available in Se"tember 2++2 =iii> 'arget( J b) end o0 Aanuar) 2++2 =i> -e"orting tem"late de(igned and agreed 'em"late and guidance i((ued to 1O( A)+ 3; T% /"4'$/ #2*# "/: C%-F)"*"()"3 O$3*")4*#)%"4 (%"#$)-'#/ /77/(#)5/0, #% #2/ $/3)%"*0 +*)"4#$/*+)"3 60*" Objective( 3a.ESF* to meet wit! 3FO( re"re(entative( to di(cu(( e7ual o""ortunitie( criteria E (tandard( O"3%)"3 Per0ormance mea(ure E7ualit) (tandard( E guidance "roduced and i((ue( to 3FO( Ba(eline( E 'arget( J w!ere a""ro"riate ='B;>

A)+ 4! T% /"4'$/ #2*# /9'*0 %66%$#'")#)/4 )4 4#$/"3#2/"/& )" 6$%</(# 4/0/(#)%" 4,4#/+ Objective Per0ormance mea(ure Ba(eline( E target( w!ere a""ro"riate

13#

4a. ESF* to organi(e training event 0or "roject (corer( wit! view to t!em Xca(cading down@ training to "artner colleague( wit!in region(. =9ink( wit! 3FO bid( tooZ> O"3%)"3 4b. E7ual o""ortunitie( to become a Fgatewa)@ 7ue(tion on t!e a""lication 0orm. ;""licant( mu(t meet minimum criteria on e7ual o""ortunitie( in order to be eligible 0or a""roval

Initial training event to develo" material( E trainer( !eld 'raining material( to be develo"ed 0or u(e wit!in region(.

13$

A)+ 5; T% /"4'$/ #2*# 3%%& 6$*(#)(/ )&/"#)7)/& )" EBUAL 6$%3$*++/ )4 42*$/& D +*)"4#$/*+/& :)#2)" $/3)%"48 -/#://" $/3)%"4 *"& -/#://" 6$%3$*++/4 Objective Per0ormance mea(ure Ba(eline( E target( w!ere a""ro"riate

.a. E(tabli(! di((emination (trateg) E liai(e wit! t!ematic network grou"( a( Strateg) devi(ed a""ro"riate =t!i( objective will need to be develo"ed E eB"anded at later date> O"3%)"3

A)+ 6; T% /"4'$/ #2*# /9'*0 %66%$#'")#)/4 )4 6$%+%#/& -, 6$%</(#4 D CFO4 Objective Per0ormance mea(ure Ba(eline( E target( w!ere a""ro"riate

a. -egion( to re"ort on -egional re"ort "ublicit) met!od( u(ed b) com"iled 0or e7ual "roject( and identi0) an) o""( (ub&grou" good "ractice J re"ort to be di(cu((ed at e7ual o""( (ub&grou"G O"3%)"3 <eb(ite to be (et u" b. ESF* to (et&u" e7ual o""( web(ite on P-IS, J u(e t!i( to (!are good "racticeG O"3%)"3 ;""ro"riate training material( develo"ed c. En(ure t!at "ublicit) i( covered in an) training "ackage( develo"ed 0or ESF a""lication (corer( O"3%)"3

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ANNE> D SOCIAL FUND OBJECTIVE 3 PROGRAMME (2004 - 2005) E"30*"& EUROPEAN EVALUATION STRATEG AND AOR=

C%"#/"#4 E5*0'*#)%" S#$*#/3, Introduction Page 1 9abour ,arket -ationale Page 1 Finding( 0rom t!e ,id&term Evaluation Page 1 Programme Objective( Page 3 Organi(ation and Funding o0 ,onitoring and Evaluation Page 4 Overall Evaluation Strateg) Page 4 ,onitoring Page . Bene0iciarie(@ Surve)( Page ;dding a /ualitative *imen(ion Page # ;d !oc -e(earc! Page # So0t Outcome( Page $ Evaluation o0 E7ual O""ortunitie( Page $ Evaluation o0 9ocal *evelo"mentESu(tainabilit) Page : Evaluation o0 t!e In0ormation Societ) Page 1+ ,ea(uring t!e Im"act o0 Objective 3 Page 1+ 3o(t&bene0it ;nal)(i( o0 Objective 3 Page 11 Feeding Evaluation Finding( into t!e %? 2ational ;ction Plan Page 11 'iming Page 11 *i((emination Page 12 ;nneB 1 3onclu(ion( and -ecommendation( & ,id&term Page 13 Evaluation ;nneB 2 Indicator( 0or eac! Polic) Field Page 22 F'$#2/$ )"7%$+*#)%" I0 )ou would like 0urt!er in0ormation on ESF "rogramme evaluation "lea(e contact one o0 t!e team. Hvonne Smit! +114 2+: $111 )vonne.(mit!3\dw".g(i.gov.uk -ob 4ardca(tle +114 2+: $113 rob.!ardca(tle\dw".g(i.gov.uk ,argaret 4er(ee +114 2+: $114 margaret.!er(ee\dw".g(i.gov.uk ,aureen ,orone) +114 2+: $232 maureen.morone)\dw".g(i.gov.uk e&mail e&mail e&mail e&mail

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;ddre((6

*<P8 9evel 28 $+8 4anover <a)8 S!e00ield8 S3 #%F

141

EUROPEAN SOCIAL FUND OBJECTIVE 3 IN ENGLAND; EVALUATION STRATEG 2004 - 2005 1! I"#$%&'(#)%"

1.1 '!i( "a"er (et( out an a""roac! to t!e evaluation o0 t!e Objective 3 "rogramme in England leading to t!e u"date o0 t!e mid&term evaluation w!ic! i( re7uired b) end 2++.. S;( a continuation o0 mid&term evaluation8 it (!all be u"dated 0or eac! 3ommunit) (u""ort 0ramework and a((i(tance and com"leted no later t!an 31 *ecember 2++. in order to "re"are 0or (ub(e7uent a((i(tance o"eration(.T =3ouncil regulation 12 +E:+ ;rticle 42.4> 1.2 '!e evaluation (trateg) i( in0ormed b) t!e broad 0ramework 0or Objective 3 evaluation (et down b) t!e Euro"ean 3ommi((ion in it( "ublication R#uidelines for systems of monitoring and evaluation of ES1 assistance in the period 2000(2002 R. In line wit! t!i( document one o0 t!e central aim( in carr)ing out an evaluation o0 t!e "rogramme i( to a((e(( it( e00ectivene(( in meeting it( objective(. 4owever8 t!e "ublication al(o (tate( t!at San u"dated a((e((ment (!ould be carried out at t!e end o0 t!e "rogramming "eriod in order to prepare for later interventions3 =our em"!a(i(>. ;rrangement( a0ter 2++ will be (ubject to t!e outcome( o0 negotiation( at E% level. '!e(e negotiation( are eB"ected to begin later t!i( )ear 0ollowing t!e tabling o0 dra0t regulation( 0or 2++#&13. '!ere0ore it i( not "o((ible 0or t!e evaluation (trateg) to antici"ate w!at arrangement( will eBi(t a0ter 2++ . 1.3 Bearing t!e above i((ue in mind8 t!i( evaluation (trateg) (et( out initial evaluation "lan( w!ic! relate to an a((e((ment o0 t!e "rogramme in meeting it( objective( & (ince t!e mid&term evaluation =end 2++3>. '!e (trateg) will be u"dated w!en clari0ication i( received on t!e 0uture o0 t!e ESF "rogramme in England. '!i( (trateg) document al(o take( into account t!e guidance received 0rom t!e 3ommi((ion =1uidance Pa"er on ESF FFinal Evaluation@ J ;"ril 2++4> on i((ue( to be covered in t!e u"date to t!e mid&term evaluation. '!e (trateg) !a( been di(cu((ed and agreed wit! t!e Evaluation Standing 1rou" and will be "re(ented to t!e England Objective 3 ,onitoring 3ommittee. Se"arate evaluation (trategie( will need to be agreed 0or t!e ot!er ESF "rogramme( running in t!e %?. 2! 3 L*-%'$ M*$./# R*#)%"*0/ 7%$ ESF F'"&/& A(#)5)#, U"&/$ O-</(#)5/

2.1 Be0ore outlining t!e ke) element( o0 t!e evaluation (trateg)8 it i( im"ortant to brie0l) (et t!e evaluation in conteBt b) re&(tating t!e underl)ing labour market rationale 0or ESF activit) under Objective 3. '!e t!ree objective( o0 t!e Euro"ean Em"lo)ment Strateg) J 0ull em"lo)ment8 7ualit) and "roductivit) at work8 and an inclu(ive labour market J are re0lected in t!e 2ational ;ction Plan 0or Em"lo)ment =2;P>. '!e ESF -egulation make( clear t!at t!e main ta(k o0 t!e ESF i( to contribute to t!e EES b) (u""orting and com"lementing activitie( in ,ember State(@ 2;P(. 4ence t!e im"lementation
142

o0 Objective 3 in England (it( wit!in t!e wider labour market "olic) o0 t!e %? =a 0uller account o0 t!e rationale i( included in t!e OO"erational Programme 0or England K 1ibraltar Objective 3 2+++&2++ 34& 3! F)"&)"34 F$%+ #2/ M)&-T/$+ E5*0'*#)%"

3.1 It i( al(o wort! brie0l) con(idering (ome o0 t!e 0inding( 0rom t!e S,id& term Evaluation o0 t!e Objective 3 Programme 0or England and 1ibraltar 2+++&2++ T8 a( t!e recommendation( 0rom t!e re"ort (!a"e t!e i((ue( to be evaluated until end 2++. w!en t!e u"date re"ort i( re7uired b) t!e 3ommi((ion. 3.2 '!e mid&term evaluation re"ort ma""ed t!e ESF "olic) 0ield( again(t t!e EES Pillar( and 1uideline( to a(certain i0 t!ere wa( evidence o0 link( between t!em. '!i( indicated t!at t!e ESF "olic) 0ield( and mea(ure( are8 at a 7ualitative level8 (till relevant to c!anging Euro"ean and national "olicie(. 4ence no c!ange( were recommended to t!e "rogramme at a (trategic level. 3.3 '!e mid&term evaluation al(o "rovided an u"date o0 t!e labour market in0ormation included in t!e O"erational Programme =OP>8 in order to a((e(( w!et!er amendment( were re7uired to t!e "rioritie( and 0ocu( o0 t!e current "rogramme. '!i( (!owed t!at in general t!e labour market !ad remained largel) unc!anged (ince t!e OP wa( "roduced8 but t!at t!ere were (everal emerging i((ue( t!at !ad a((umed greater (igni0icance (ince t!e (tart o0 t!e "rogramme. '!e(e include t!e 0inding( t!at6 & 9ong&term I9O unem"lo)ment rate( !ave 0allen (ince t!e beginning o0 t!e "rogramme b) almo(t 4+CG & Economic inactivit) rate( remain at relativel) !ig! level( =e("eciall) among(t )oung "eo"le aged 1 &24>G & '!ere are di("aritie( in rate( o0 em"lo)mentEunem"lo)ment in relation to t!o(e 0rom grou"( di(advantaged in t!e labour marketG & '!ere i( an increa(ing (kill( ga" between t!o(e in and out o0 work J "articularl) in relation to ba(ic (kill(. '!e(e 0inding( were 0urt!er re0lected in8 and eB"anded on8 in t!e remainder o0 t!e re"ort =(ee ;nneB 1 0or 3onclu(ion( and -ecommendation( 0rom t!e mid& term evaluation>& In relation to t!e above i((ue( t!e re"ort indicated t!at w!il(t t!e economicall) inactive ma) be regarded a( being well catered 0or under Objective 3 & bene0iciarie( w!o were economicall) inactive on joining "roject( =eBcluding t!o(e in educationEtraining> were le(( likel) to be in em"lo)ment on leaving t!e "roject( t!an t!o(e w!o were "reviou(l) unem"lo)ed. In (!ort8 t!e Programme i( le(( e00ective wit! t!e inactive com"ared to t!e unem"lo)ed. 3.4 ,an) o0 t!o(e w!o are economicall) inactive =but al(o t!o(e unem"lo)ed> ma) eB"erience a combination o0 di(advantage( t!at limit labour market "otential. '!e re"ort indicate( t!at around bene0iciarie( (u""orted b) Objective 3 "roject( eB"erience di(advantage(. w!o are toget!er 4+C o0 multi"le

3.. -egarding e7ual o""ortunitie( i((ue( J t!e number( o0 di(abled "eo"le entering t!e "rogramme and ac!ieving work immediatel) a0terward( were muc! lower t!an eB"ected relative to t!e 0oreca(t(. Project( "roviding c!ildcare or ot!er care "rovi(ion were lower t!an eB"ected8 and t!e training and em"lo)ment "rovided b) Objective 3 "roject( a""ear to re0lect8 rat!er
143

t!an c!allenge8 gender (tereot)"ing. 3. In relation to ba(ic (kill(8 w!il(t t!e Programme@( 0ocu( on t!o(e wit! low ba(ic (kill( i( a""ro"riate8 it !a( al(o been (!own t!at at mid&term take& u" o0 Polic) Field 28 mea(ure 1 =widen acce(( to ba(ic (kill( "rovi(ion> & t!e main mea(ure to "rovide ba(ic (kill( to t!e mo(t di(advantaged & i( ver) low. 3.# Following t!e(e8 and ot!er 0inding(8 a (erie( o0 recommendation( were made w!ic! eit!er6 i> ("eci0icall) relate to 0urt!er evaluationEre(earc! activit)G or ii> (ugge(t remedial activit) to be undertaken b) "roject(EESF* J w!ic! will re7uire 0urt!er evaluation to eBamine t!e e00ectivene(( o0 t!e activit).

4!

P$%3$*++/ O-</(#)5/4

4.1 '!e broad 0ocu( o0 activit) under ESF i( to en(ure t!at all8 including t!o(e currentl) unem"lo)ed or inactive8 !ave t!e (kill( t!e) need to allow t!em to acce(( em"lo)ment o""ortunitie( and remain em"lo)ed. ;ctivit) 0unded under Objective 3 i( carried out under 0ive "olic) 0ield(8 w!ic! are divided into ("eci0ic mea(ure( w!ic! detail t!e area( w!ere ESF (u""ort will be concentrated1$6 /ctive la$our market policies& Strategic objective( 'o reduce long&term unem"lo)ment in England t!roug! t!e u(e o0 active labour market mea(ure( and a((i(t t!e unem"lo)ed and economicall) inactive into em"lo)ment. 'o reduce t!e 0low( into long&term unem"lo)ment in England t!roug! t!e u(e o0 active labour market mea(ure( targeted at t!o(e recentl) unem"lo)ed or about to become unem"lo)ed. ?e) 7ue(tion( to be an(wered b) t!e evaluation 'o w!at eBtent !a( Objective 3 !el"ed t!e economicall) inactive =and unem"lo)ed> into "o(itive outcome( J including job(Z <!at action( are mo(t e00ective in !el"ing t!e economicall) inactive =and unem"lo)ed> into "o(itive outcome( including job(Z 'o w!at eBtent doe( Objective 3 activit) wit! t!e economicall) inactiveEunem"lo)ed add value =and can add 0urt!er value> to dome(tic "rogramme(Z E5ual opportunities for all% promoting social inclusion& Strategic objective( 'o reduce t!e im"act o0 di(advantage 0aced b) eBcluded grou"(8 e("eciall) economicall) inactive "eo"le o0 working age and (u""ort t!eir integration into t!e labour market. 'o "romote e7ualit) t!roug! re(earc! into direct and indirect di(crimination in t!e labour market and (u""ort 0ollow&on action( to combat t!e in(titutional a("ect( o0 di(crimination.
1$

'!e O"erational Programme 0or England and 1ibraltar give( more detail o0 t!e t)"e( o0 action 0unded under eac! o0 t!e 0ive "olic) 0ield(.

144

?e) 7ue(tion( to be an(wered b) t!e evaluation 4ow (ucce((0ul wa( Objective 3 in targeting t!o(e 0rom di(advantaged grou"( ="articularl) t!o(e w!o eB"erience multi"le di(advantage( in t!e labour market> onto t!e "rogrammeZ 'o w!at eBtent !a( Objective 3 !el"ed eBcluded grou"( enterEmove toward( t!e labour marketZ 4ow 0ar !a( Objective 3 been (ucce((0ul in widening ba(ic (kill( "rovi(ion to t!e mo(t di(advantagedZ 4ow well !ave e7ual o""ortunitie( i((ue( been addre((ed acro(( t!e Objective 3 "rogramme J "articularl) in relation to di(abled "eo"leZ 'o w!at eBtent doe( Objective 3 activit) wit! eBcluded grou"( add value =and can add 0urt!er value> to dome(tic "rogramme(Z ifelong learning. Strategic objective( 'o widen "artici"ation in li0elong learning (o t!at more "eo"le8 including economicall) inactive "eo"le o0 working age continue t!roug!out t!eir live( to develo" t!eir knowledge8 (kill( and under(tanding and im"rove t!eir em"lo)abilit) in a c!anging labour market. ?e) 7ue(tion( to be an(wered b) t!e evaluation 4ow man) "eo"le took "art in li0elong learning a( a re(ult o0 being on Objective 3Z 4ow man) "eo"le gained 7uali0ication( w!ile on Objective 3Z 4a( Objective 3 im"roved attitude( toward( li0elong learningZ /dapta$ility and entrepreneurship. Strategic objective( 'o im"rove t!e (kill( ba(e and ada"tabilit) o0 t!e em"lo)ed labour 0orce in England. 'o increa(e t!e level o0 entre"reneur(!i" in England. ?e) 7ue(tion( to be an(wered b) t!e evaluation 'o w!at eBtent !a( Objective 3 "romoted a culture o0 entre"reneur(!i"Z 4ow !a( Objective 3 !el"ed t!e work0orce ada"t t!eir (kill( to (uit c!anging working "ractice( J "articularl) in relation to micro and (mall com"anie(Z 'o w!at eBtent doe( Objective 3 activit) wit! com"anie( add value =and can add 0urt!er value> to dome(tic "rogramme(Z 6mproving the participation of women in the la$our market& Strategic objective( 'o reduce t!e level o0 di(advantage 0aced b) women in t!e labour market. ?e) 7ue(tion( to be an(wered b) t!e evaluation 4ow well !a( Objective 3 !el"ed women gain job( or 7uali0ication(Z I( Objective 3 tackling labour market (egregation J in term( o0 t!e t)"e o0 em"lo)ment obtained and b) c!allenging labour market (tereot)"e(Z <!at barrier( eBi(t 0or women entering onto Objective 3Z

14.

4.2 '!e O"erational Programme e(timate( t!e im"act o0 ESF&0unded activitie( under Objective 36 41C in work on leavingG $+C gaining "o(itive outcome on leavingG 2C )oung "eo"le unem"lo)ed le(( t!an mont!(G 3 C adult( unem"lo)ed le(( t!an 12 mont!(G #.C bene0iciarie( com"leting t!eir cour(e(G 4.C gaining a 7uali0ication. 4.3 '!e OP al(o (et( out more detailed indicator( under eac! o0 t!e 0ive "olic) 0ield(. '!e(e are (!own at ;nneB 2. It mu(t be (tre((ed t!at8 in line wit! -ecommendation 1 in t!e mid&term evaluation re"ort8 t!e e7ual o""ortunitie( 0oreca(t( will be reviewed and (u""lemented. '!e 0ea(ibilit) o0 t!e im"act indicator( will al(o be reviewed. 5! O$3*")4*#)%" *"& F'"&)"3 %7 M%")#%$)"3 *"& E5*0'*#)%"

..1 '!e Evaluation Standing 1rou" !a( been (et u" to en(ure t!at all (tructural 0und "rogramme( in t!e %? carr) out an e00ective evaluation o0 ESF intervention(. ;( "art o0 it( remit8 t!e ES1 will over(ee t!e Objective 3 evaluation (trateg) 0or England and 0eedback to t!e Objective 3 ,onitoring 3ommittee an) relevant le((on( 0or "rogramme im"lementation emerging 0rom t!e evaluation. ..2 '!e evaluation o0 Objective 3 in England will be managed b) t!e ESF Evaluation 'eam. '!e team i( made u" o0 a (tati(tician and re(earc!er(Eeconomi(t( in t!e Social -e(earc! *ivi(ion o0 *<P. '!e team will be re("on(ible 0or anal)(i( =including economic anal)(i(> o0 monitoring and (urve) data8 dra0ting t!e 0inal evaluation re"ort8 commi((ioning eBternal evaluator( to carr) out ("eci0ic re(earc! and managing t!e(e evaluationEre(earc! "roject(. Individual re(earc! "roject( will be guided b) a (teering grou" made u" o0 a number o0 ESF "artner(. ..3 Funding 0or t!e national evaluation o0 Objective 3 in England will come 0rom t!ree (ource(6 t!e *<P -e(earc! Budget8 ESF tec!nical a((i(tance and ot!er *<P budget(. Fund( 0rom t!e *<P -e(earc! Budget re7uire ,ini(terial a""roval. '!e ES1 !a( made recommendation( to t!e ,onitoring 3ommittee re7ue(ting t!e u(e o0 tec!nical a((i(tance to (u""ort t!e re(earc! "rogramme.

6!

O5/$*00 E5*0'*#)%" S#$*#/3,

.1 '!e evaluation (trateg) 0ollow( t!e broad a""roac! (ugge(ted b) Euro"ean 3ommi((ion guideline(. One o0 t!e main aim( o0 t!e evaluation i( to identi0) t!e added value o0 ESF. '!e Euro"ean 3ommi((ion guideline( (ugge(t t!at evaluation o0 added value (!ould be ba(ed around 0our "rinci"le( w!ic! t!e evaluation will aim to addre((6
14

 )elevance i.e. 4ow relevant wa( t!e activit) in t!e (ocial and economic conteBtZ ,onsistency i.e. <!at value doe( t!e "rogramme add to national "olicie(Z Effectiveness i.e. 4a( t!e "rogramme ac!ieved it( eB"ected outcome(Z Efficiency i.e. <!at are t!e co(t( o0 t!e intervention( in relation to t!e e00ect(Z .2 In e((ence8 t!e evaluation o0 t!e England Objective 3 "rogramme i( ba(ed on a bottom&u" a""roac!. '!i( 0ocu(e( on mea(uring t!e im"act o0 Objective 3 on t!e individual(8 com"anie( and organi(ation( w!o !ave received (u""ort rat!er t!an attem"ting to look at t!e macro&economic im"act o0 t!e "rogramme. '!i( a""roac! !a( worked rea(onabl) well in evaluating t!e "rogramme (o 0ar. .3 '!i( u"date to t!e mid&term evaluation will8 !owever8 eBtend t!e above i((ue( and al(o con(ider t!e eBtent to w!ic! ESF (u""ort( national "olic) in relation to t!e EES and Social Inclu(ion Strateg). In order to a(certain t!e added value t!at ESF bring( to national "olic) t!e evaluation will make com"ari(on( between ESF and (imilar national "olicie( and tr) to a(certain i0 ESF (u""ort( innovative "ractice. '!e(e i((ue( will be "articularl) eB"lored in t!e two ca(e (tud) ba(ed "roject( di(cu((ed below ="aragra"!( 1+.2 and 1+.4>. .4 '!e 0our main tool( in delivering t!e evaluation o0 t!e Objective 3 "rogramme u" until t!e u"date to t!e mid&term evaluation are6 monitoring in0ormation ba(ed on admini(trative dataG bene0iciarie( (urve) o0 individual( J& =including interview( wit! "roject (ta00> w!il(t bene0iciarie( are (till being (u""orted b) "roject( and a 0ollow&u" (urve) wit! t!e(e bene0iciarie( (iB a0ter leaving "roject(G bene0iciarie( (urve)( o0 com"anie( receiving ESF (u""ortG ad !oc re(earc! into an) emerging i((ue(. '!e(e tool( are di(cu((ed in detail in t!e 0ollowing (ection(. ?! M%")#%$)"3

#.1 '!e ESF *ivi(ion@( admini(trative databa(e ()(tem !a( t!e "rime aim o0 (u""orting t!e "roce((ing8 a""roval and "a)ment o0 "roject claim(. 4owever8 t!e ()(tem !a( al(o been de(igned to gat!er a range o0 in0ormation to 0eed t!roug! into "rogramme monitoring and evaluation. '!e aim i( to kee" in0ormation a(ked o0 "roject( to a minimum8 w!il(t en(uring it i( (u00icientl) robu(t to6
14#

 judge t!e (ucce(( o0 t!e "rogramme8 and to identi0) an) area( needing remedial action to en(ure t!e "rogramme remain( on track. #.2 O0 "articular im"ortance 0or evaluation i( t!e admini(trative in0ormation on6 co(t(8 number and c!aracteri(tic( o0 "artici"ant( =including gender>8 "roject activitie(8 number and t)"e o0 7uali0ication( gained and8 cruciall)8 t!e labour market de(tination( o0 "artici"ant(. '!i( in0ormation (u""ort( an a((e((ment o0 t!e e00ectivene(( and e00icienc) o0 t!e "rogramme and i( e((ential to monitor t!e target( (et out in t!e O"erational Programme. @! B/"/7)()*$)/4Q S'$5/,4

$.1 '!e monitoring data generated t!roug! t!e admini(trative ()(tem( can "roduce u(e0ul aggregate data on t!e "rogre(( o0 t!e "rogramme. 4owever8 a( t!e admini(trative data i( onl) collected at t!e "roject level8 it i( not "o((ible to look in detail at t!e individual( w!o are on t!e "rogramme. 2eit!er can t!e monitoring data "rovide ver) detailed in0ormation on t!e outcome( o0 t!e "rogramme on "articular grou"( o0 individual(. '!e bene0iciarie(@ (urve)( =individual and com"anie(> "rovide t!e onl) (ource o0 in0ormation at t!e level o0 t!e individual "artici"ant. $.2 %ene"i iarie!& 'ur#e( o" 0ndi#idual! & u" until t!e mid&term evaluation8 and t!roug!out t!e "reviou( "rogramming "eriod8 an Objective 3 9eaver(@ Surve) o0 individual( wa( conducted. '!e (urve) involved (ending bene0iciarie( a (el0&com"letion 7ue(tionnaire around (iB mont!( after leaving t!eir Objective 3 "roject. '!e "rimar) "ur"o(e o0 t!e (urve) wa( to "rovide data on t!e outcome( o0 receiving ESF (u""ort. 4owever8 at t!e time o0 dra0ting t!i( evaluation (trateg) it i( antici"ated t!at t!e 9eaver(@ Surve) will be re"laced b) a Bene0iciarie(@ Surve). '!i( new (urve) will include bot! Sreal timeT data =t!at i( bene0iciarie( will be contacted w!il(t t!e) are (till being (u""orted b) "roject(> and more longitudinal data J contacting bene0iciarie( a""roBimatel) (iB mont!( a0ter leaving "roject(. 4ence in0ormation on outcome( will be available. It i( eB"ected t!at a number o0 7ualitative interview( wit! "roject worker( will al(o take "lace. $.3 '!e deci(ion to re"lace t!e 9eaver(@ Surve) wa( made 0ollowing a con(ultation eBerci(e wit! t!e ot!er !ome countrie( and 1overnment O00ice(. '!ere are two main rea(on( 0or de(igning a new (urve). Fir(t8 becau(e t!ere were increa(ing "roblem( in obtaining 0rom "roject( contact detail( o0 bene0iciarie(. Second8 becau(e Sreal timeT data would "rovide in de"t! in0ormation on "roject activitie( w!ic!8 a( indicated below =:.1>8 !a( been "reviou(l) lacking. $.4 %ene"i iarie!& 'ur#e( o" +ompanie! J a 7uantitative (urve) o0 com"an) bene0iciarie( in0ormed t!e mid&term evaluation re"ort. '!i( "rovided in0ormation on t!e t)"e o0 bene0iciarie( w!ic! received ESF (u""ort8 t!e content o0 t!e training "rovided and t!e outcome( o0 t!i( training 0or t!e com"anie( involved. '!i( "!a(e o0 t!e evaluation (trateg) will involve a 7ualitative ca(e (tud) ba(ed "roject to look8 in de"t!8 at i((ue( rai(ed in t!e "reviou( 7uantitative (tud). O0 "articular intere(t will be t!e t)"e and eBtent o0 added value engendered b) t!e ESF training. ; 0urt!er 7uantitative (tud)
14$

eB"loring t!e(e i((ue( ma) be undertaken to "rovide t!e 0inal re"ort wit! u" to date in0ormation. $.. *ata 0rom t!e bene0iciarie(@ (urve)( o0 individual( and com"anie( will com"lement t!e admini(trative monitoring data. 'oget!er t!i( "rovide( a "ower0ul tool 0or a((e((ing t!e im"act o0 t!e "rogramme on t!e labour market "ro("ect( o0 "rogramme "artici"ant( overall8 and 0or t!o(e in ("eci0ic target and (ub&target grou"(. $. )on$itudinal 'tud( J a longitudinal (tud) !a( been commi((ioned in order to obtain in0ormation on t!e e00ectivene(( o0 t!e "rogramme on t!e longer term labour market outcome( o0 individual bene0iciarie(. '!i( (urve) will contact individual( w!o "reviou(l) "artici"ated in t!e 2++2 9eaver(@ Surve). It will "rovide in0ormation on w!et!er im"rovement( in em"lo)ment or em"lo)abilit) 0ollowing "artici"ation in ESF 0unded "roject( !ave been (u(tained over time and w!ere t!e) !ave & t!e eBtent to w!ic! ESF (u""ort contributed toward( t!e(e "o(itive outcome(. <!ere bene0iciarie( circum(tance( !ave not im"roved over time it will con(ider w!at barrier( ma) !ave !indered "rogre((. '!e (tud) will involve bot! 7uantitative tele"!one interview( and a limited number o0 7ualitative in de"t! interview(. 9! A&&)"3 * B'*0)#*#)5/ D)+/"4)%"

:.1 ;( outlined "reviou(l)8 t!e bene0iciarie(@ (urve)( o0 individual( and com"anie(G and t!e longitudinal (tud) will all incor"orate a 7ualitative element. /ualitative re(earc! can allow eB"loration o0 (ome i((ue( in greater de"t! t!an i( "o((ible u(ing 7uantitative met!od(. It can al(o be u(ed to identi0) eBam"le( o0 good "ractice at t!e "roject level. '!e evaluation o0 t!e Objective 3 "rogramme8 u" until t!e mid&term8 tended to 0ocu( on u(ing 7uantitative met!od( 0or obtaining in0ormation on "roject activit) and outcome( =alt!oug! 7ualitative interview( were u(ed in t!ree (tudie( evaluating t!e !ori5ontal t!eme(>. *uring t!e cour(e o0 conducting t!e mid& term evaluation8 one major limitation o0 u(ing "redominantl) 7uantitative met!od( wa( identi0ied. It wa( (een t!at t!e evaluation evidence to date8 lacked in depth data on "roject activit). :.2 In order to en(ure t!i( in0ormation i( 0ull) acce((ed during t!e remainder o0 t!e "rogramme8 t!e evaluation (trateg) will include in de"t! ca(e (tudie( o0 "roject(. '!e(e will incor"orate 7ualitative interview( wit! bene0iciarie(8 "roject (ta00 and ot!er ke) (take!older( =(ee below 1+.2 and 1+.4>.

10! 1+.1

A& H%( R/4/*$(2 P$%</(#4 '!e 0ollowing i((ue( will be t!e (ubject o0 ad !oc re(earc! "roject(.

70&2 * onomi all( 0na ti#e12ultipl( 3i!ad#anta$ed 4 ;( !ig!lig!ted above =(ection 3>8 0inding( 0rom t!e mid&term evaluation (ugge(ted t!at Objective 3 "roject( (!ould be encouraged to "rovide more e00ective and 0ocu(ed (u""ort to t!o(e w!o are economicall) inactiveEmulti"l)

14:

di(advantaged. In line wit! t!i( 0inding8 t!e evaluation (trateg) will include a "roject w!ic! will ("eci0icall) eBamine t!e e00ectivene(( and im"act o0 a range o0 mea(ure( and "ractice( =0rom bot! ESF and ot!er dome(tic "rogramme(> w!ic! are u(ed to im"rove t!e outcome( o0 t!o(e w!o are economicall) inactiveEmulti"l) di(advantaged. '!i( (tud) will be ba(ed on in de"t! ca(e (tudie( o0 ESF "roject( and will "rovide eBam"le( o0 good "ractice to enable "roject( to "rovide more e00ective and 0ocu(ed (u""ort8 "articularl) in relation to !el"ing bene0iciarie( acce(( "o(itive outcome( including job(. '!e "roject will al(o con(ider !ow ESF "roject( add value =and can add 0urt!er value> to dome(tic "rogramme( (uc! a( 2ew *eal. 70&8 +o-"inan in$ 4 %" to t!e mid&term8 one o0 t!e ke) i((ue( to be included in t!e evaluation (trateg) wa( an evaluation o0 t!e implementation o0 co&0inancing. '!e (econd evaluation o0 3o&0inancing8 w!ic! i( due to be "ubli(!ed in Aune 2++48 0ocu(ed on im"lementation i((ue( including acce((ibilit) and admini(tration. *uring t!i( "!a(e o0 t!e evaluation (trateg) t!e 0ocu( will (!i0t to an evaluation o0 t!e impact o0 co&0inancing. =4owever8 one im"lementation i((ue will continue to be evaluated J t!e link( between regional develo"ment "lan( and t!e co&0inancing "lan(>. For t!e mo(t "art8 !owever8 t!e evaluation will look at !ow co&0inancing im"act( on t!e t)"e and nature o0 ESF "rovi(ion and w!et!er t!e 7ualit) o0 "rovi(ion !a( been maintained. ; 0urt!er i((ue to be looked at will include an eBamination o0 !ow 0ar co&0inancing !a( contributed to (trengt!ening national "olicie(. '!i( "roject will involve in&de"t! anal)(i( o0 ESF "rovi(ion at local level u(ing 7ualitative interview( and an eBten(ive 7uantitative (urve) o0 "rovider(. 70&9 8ro/e t a ti#it( 4 It i( intended t!at a 0urt!er ca(e (tud) ba(ed evaluation "roject will take "lace w!ic! will look ("eci0icall) at t!e t)"e and content o0 Objective 3 (u""ort "rovided to individual bene0iciarie( and !ow t!i( relate( to individual@( need(. ;lt!oug! bene0iciarie( w!o are economicall) inactive will be con(idered8 unlike t!e "roject mentioned in 1+.2 t!i( (tud) will al(o con(ider bene0iciarie( out(ide t!i( grou". Furt!er knowledge o0 t!e t)"e and content o0 "rovi(ion in relation to individual(@ need(8 c!aracteri(tic(8 attitude( and labour market circum(tance( i( re7uired to in0orm 0uture "olic) and to !el" a((e(( w!et!er and to w!at eBtent ESF i( adding value to main(tream "rogramme( (uc! a( 2ew *eal. For eBam"le8 t!e mid&term evaluation 0ound evidence o0 integrated "ackage( o0 (u""ort w!ic! t!e "reviou( "rogramme 0ound e00ective. '!i( "roject will look in detail at w!at t)"e o0 activit) com"ri(e( an Sintegrated "ackageT acro(( t!e 0ive "olic) 0ield( and look at t!eir relative e00ectivene((. ;( wit! t!e "roject mentioned in 1+.28 it will look at e00ective eBit (trategie( and "articularl) good "ractice in relation to !el"ing bene0iciarie(@ acce(( em"lo)ment. Furt!ermore8 knowledge on !ow "roject( recruit bene0iciarie( i( limited and neit!er management in0ormation ()(tem( nor t!e 9eaver( Surve)(@ di(tingui(! between t!o(e individual( and "roject( w!o(e training i( linked to a mandator) government "rogramme (uc! a( 2ew *eal and t!o(e w!o acce(( ESF t!roug! ot!er route(. <e t!ere0ore need a greater under(tanding o0 t!e route( t!roug! w!ic! individual( are recruited onto ESF "roject( and !ow t!i( augment( and com"lement( t!eir "reviou( labour market eB"erience( and ongoing training and advice. It i( al(o wort! !ig!lig!ting t!at t!e ca(e (tud) (am"le will be (trati0ied to include bot! 3FO and alternative bid "roject(. '!i( will allow u( to com"are an) ke) di00erence( in t!e a""roac! u(ed b) "roject( 0unded under t!e two ()(tem(.
1.+

1+.. E5*0'*#)%" %7 30%-*0 3$*"#4 4 a (mall&(cale in&!ou(e evaluation (tud) o0 1lobal 1rant( wa( conducted to in0orm t!e mid&term evaluation. '!at (tud) outlined a range o0 "roblem( in im"lementing 1lobal 1rant( in t!e initiative@( earl) (tage(. ; 0urt!er "roject will con(ider w!et!er or not im"lementation i((ue( !ave been re(olved at t!i( later (tage8 but will "articularl) look at t!e im"act o0 1lobal 1rant( on t!e reci"ient( o0 0unding. 1+. A(('$*(, *"& 9'*0)#, %7 +%")#%$)"3 &*#* K t!e mid&term evaluation indicated t!at t!e monitoring data received 0rom "roject( ma) not be com"letel) accurate. '!e(e i((ue( will be eB"lored wit!in in t!e conteBt o0 t!e ca(e (tud) "roject =1+.4> w!ere "roject "rovider( will be a(ked to about t!e ()(tem( t!e) !ave in "lace to record ,I. 11! S%7# O'#(%+/4

11.1 /uantitative indicator( o0 job outcome( or 7uali0ication rate( are im"ortant in a((e((ing outcome( 0rom t!e "rogramme. 4owever8 (uc! indicator( do not 0ull) take account t!e contribution w!ic! ESF 0unded activitie( "rovide in !el"ing to bring "eo"le clo(er to t!e labour market b) !el"ing t!em to gain S(o0t outcome(T. '!e(e outcome( ma) be de0ined a( ob(ervable c!ange( in client be!aviour t!at re"re(ent intermediar) (tage( to t!e labour market. For eBam"le8 t!i( would include im"roved t!inking8 "roblem (olving and "er(onal (kill(. '!i( "!a(e o0 t!e evaluation (trateg) will eBamine t!e e00ectivene(( o0 "roject( in ac!ieving (o0t outcome( wit! ESF bene0iciarie(. '!i( will be looked at in t!e conteBt o0 t!e above mentioned (urve)( and ca(e (tud) "roject(. Eac! (tud) will (eek to a(certain t!e eBtent to w!ic! "roject( "rovide (u""ort leading to (o0t outcome(8 !ow 0ar "roject( !ave devi(ed wa)( to mea(ureEmonitor t!e(e outcome(8 and t!e bene0it( o0 t!e(e outcome( to individual( and "roject(. 12! E5*0'*#)%" %7 E9'*0 O66%$#'")#)/4

12.1 E7ualit) o0 o""ortunit) i( a crucial "rinci"le running t!roug! all (tructural 0und(. E7ual o""ortunitie( run( acro(( all Objective 3 "olic) 0ield( and all ESF (u""orted action( mu(t en(ure e7ualit) o0 acce((. ;n) evaluation o0 e7ual o""ortunitie( mu(t take into account t!e evidence acro(( all "olic) 0ield( and not ju(t t!o(e ("eci0icall) targeting e7ual o""ortunitie( i((ue(. Ba(ed on evidence 0rom t!e evaluation o0 t!e "reviou( Objective 3 "rogramme8 and national "ractice8 t!e England Objective 2 E7ual O""ortunitie( ,ain(treaming Strateg) encom"a((e( not onl) gender but al(o i((ue( (uc! a( race and di(abilit). 4owever8 a ke) dimen(ion to all t!e evaluation "roject( will be to eBamine ESF (u""ort 0or women@( acce(( and "artici"ation in t!e labour market. '!e evaluation will con(ider i((ue( connected to t!e gender "a) ga"8 occu"ational (egregation and barrier( to obtaining "aid em"lo)ment (uc! a( inade7uate c!ildcare. In "articular8 it will eBamine t!e rea(on( w!) Polic) Field . !a( been relativel) un(ucce((0ul in order to in0orm an) 0uture "rogramme. 12.2 1enerall)8 !owever8 t!i( "!a(e o0 t!e evaluation (trateg) re(earc! will6 9ook at "artici"ation o0 di00erent di(advantaged grou"( on t!e
1.1

"rogramme to under(tand t!e 0actor( a00ecting "artici"ation. 9ook clo(el) at t!e t)"e( o0 activit) undertaken b) di00erent grou"( on ESF "roject(. 3om"are t!e outcome( 0rom t!e "roject( obtained b) di00erent grou"(. 9ook at main(treaming o0 e7ual o""ortunitie(. 9ook at t!e organi(ational "olicie( o0 "roject "romoter( a( t!e) relate to e7ual o""ortunitie(. ,ake recommendation( 0or good "ractice to encourage e7ual o""ortunitie( on ESF "roject(.

12.3 '!e evaluation o0 e7ual o""ortunitie( will u(e t!e (ame t)"e o0 re(earc! tool( a( t!e main evaluation6 /dministrative monitoring data & can "rovide "roject level in0ormation on t!e "ro"ortion( o0 bene0iciarie( 0rom di00erent target grou"( acce((ing variou( activitie( and t!e outcome( 0or t!e(e grou"(. Survey data & (econdar) anal)(i( o0 t!e Bene0iciarie( Surve) o0 individual( and t!e 9ongitudinal Stud) will "rovide individual level data on t!e "ro"ortion( o0 di(advantaged grou"( acce((ing (u""ort8 t!eir c!aracteri(tic(8 t)"e( o0 training received and (ati(0action. 9ogi(tic regre((ion anal)(i( will look at !ow t!e c!aracteri(tic( o0 individual( ma) a00ect t!eir c!ance( o0 a (ucce((0ul outcome 0rom t!e "roject. '!i( will look at w!at c!aracteri(tic( are im"ortant in determining job outcome( o0 t!e individual. :ualitative case studies & to look at t!e above i((ue( in greater de"t!. '!ere will not be a ("eci0ic evaluation "roject looking at e7ual o""ortunitie( main(treaming =a( wit! t!e mid&term evaluation>. -at!er8 evidence will be gat!ered 0rom t!e above mentioned "roject( looking at t!e economicall) inactive and "roject activit). 12.4 '!e ESF Evaluation 'eam will draw toget!er t!e available in0ormation on e7ual o""ortunitie( 0rom t!e above tool( in order to dra0t a (ection 0or inclu(ion in t!e 0inal evaluation re"ort. In order to in0orm ongoing anal)(i( o0 e7ual o""ortunitie( i((ue(8 and "rovide eBam"le( o0 good "ractice to in0orm "roject activit)8 t!e ESF Evaluation 'eam will eBamine data 0rom ot!er "rogramme( (uc! a( 2ew *eal and E/%;9. 13! E5*0'*#)%" %7 L%(*0 D/5/0%6+/"#DS'4#*)"*-0/ D/5/0%6+/"#

13.1 ESF "olic) action( (!ould take account o0 local initiative( concerning em"lo)ment. '!ere (!ould be ()nerg) between ESF and dome(tic "rogramme( w!ic! are targeted and delivered at t!e local level. In order to in0orm t!e mid&term evaluation t!e(e i((ue( were looked at b) a di(crete evaluation "roject t!at eBamined t!e wa)( in w!ic!8 and t!e eBtent to w!ic!8 t!e ESF Objective 3 "rogramme met t!e need( o0 local area(. *uring t!i( "!a(e o0 t!e evaluation (trateg) in0ormation on !ow ESF im"act( on t!e local level will be derived 0rom t!e "reviou(l) mentioned "roject looking at "roject activit) and 0rom t!e evaluation o0 co&0inancing.

1.2

13.2 Su(tainable develo"ment deal( wit! bot! environmental and (ocialEeconomic develo"ment and t!e interaction between t!em. *uring t!e 0ir(t !al0 o0 t!e "rogramme8 0or man) ESF "roject(8 t!e i((ue o0 (u(tainabilit) wa( a new one. *ue to t!i( t!e above evaluation "roject on local develo"ment8 al(o incor"orated a (u(tainable develo"ment t!eme. '!e evidence 0rom t!i( "roject indicated t!at t!ere wa( limited common under(tanding o0 S(u(tainable develo"mentT. '!e mid&term evaluation re"ort t!ere0ore recommended t!at 0urt!er guidance on t!i( i((ue wa( re7uired. ;( it will take time 0or t!e new guidance to be embedded in "roject(8 t!i( current "!a(e o0 t!e evaluation (trateg) will not contain a ("eci0ic "roject to eBamine (u(tainabilit) i((ue(. 4owever8 an) i((ue( on (u(tainable develo"ment t!at are rai(ed during t!e "reviou(l) mentioned re(earc! "roject( will be re0lected in t!e evaluation re"ort. 14! E5*0'*#)%" %7 #2/ I"7%$+*#)%" S%()/#,

14.1 It i( intended t!at Objective 3 will !el" increa(e England@( com"etitivene(( b) increa(ing relevant (kill( at all level( in relation to t!e In0ormation Societ). On a (trategic level it i( intended t!at ESF will !ave a role to "la) in addre((ing t!e digital divide and en(uring t!at t!ere i( e7ual acce(( 0or all to t!e In0ormation Societ). On a more "ragmatic level8 ESF "roject( can u(e I3' to !el" wit! job (earc! activit) or to "romote learning o""ortunitie(. ; ("eci0ic evaluation "roject8 looking at I3' i((ue(8 wa( commi((ioned to in0orm t!e mid&term evaluation. For t!e u"date o0 t!e ,'E8 in0ormation on Objective 3 "roject( and I3' i((ue( will be obtained 0rom data collected a( "art o0 t!e bene0iciarie(@ (urve)( and t!e ca(e (tud) "roject( looking at t!e economicall)Einactive and "roject activit). 15! M/*4'$)"3 #2/ I+6*(# %7 O-</(#)5/ 3

1..1 It would be de(irable 0or t!e evaluation o0 t!e Objective 3 "rogramme to include an a((e((ment o0 t!e im"act o0 t!e "rogramme in t!e long&term e00ect =a( o""o(ed to outcomes w!ic! are t!e short(term e00ect(>. It i( met!odologicall) ea() to 0ocu( (olel) on t!e gro(( im"act o0 a "rogramme8 t!at i( !ow man) "artici"ant( are in work on leaving t!e "rogramme or !ow man) "artici"ant( gain 7uali0ication( a( a re(ult o0 t!e "rogramme. 4owever8 o0 more value would be an a((e((ment o0 t!e net im"act. ')"icall) t!i( would involve making a judgement about w!et!er t!o(e 0inding work would !ave done (o wit!out t!e (u""ort o0 ESF =deadweig!t>8 w!et!er t!o(e 0inding work do (o at t!e eB"en(e o0 ot!er( w!o did not bene0it 0rom t!e "rogramme =(ub(titution> and w!et!er ESF (u""ort to one grou" give( t!em com"etitive advantage over ot!er( not getting (u""ort =di("lacement>. 1..2 '!e 0inal evaluation( o0 t!e 1::4&:: Objective( 3 and 4 "rogramme( attem"ted to e(timate t!e net im"act u(ing variou( (ource( o0 anal)(i(8 0or eBam"le8 b) com"aring ESF monitoring data wit! in0ormation on unem"lo)ment out0low rate( =0rom A%LOS 1:> to a((e(( t!e level o0 dead& weig!t at t!e "rogramme level. 'o in0orm t!e mid&term evaluation8 0urt!er met!odological work wa( carried out to inve(tigate alternative met!od( o0
1:

A%LOS (tand( 0or t!e Aoint %nem"lo)ment and Lacancie( O"erating S)(tem. It i( a .C (am"le o0 "eo"le on t!e unem"lo)ment regi(ter w!ic! track( individual claim( 0orm (igning on to (igning o00 t!e regi(ter.

1.3

"roviding a robu(t met!od o0 mea(uring t!e net im"act o0 ESF. '!i( looked at variou( a""roac!e( =(ee 3!a"ter 8 . 8 S,id&'erm Evaluation o0 t!e O"erational Programme 0or England K 1ibraltar Objective 3 2+++&2++ > but wa( not (ucce((0ul in identi0)ing a convincing met!od 0or mea(uring t!e net im"act o0 Objective 3. 1..3 *uring t!i( "!a(e o0 t!e evaluation (trateg) alternative a""roac!e( will continue to be con(idered. '!i( ma)8 0or eBam"le8 involve more 7ualitative a((e((ment( o0 net im"act wit! data obtained 0rom t!e ca(e (tudie( o0 ESF "roject( or 0rom t!e 7ualitative data obtained 0rom bene0iciarie( in t!e 9ongitudinal Stud). *ata will be com"ri(ed o0 t!e view( o0 bene0iciarie( and "roject "rovider(. '!e 0ormer ma) be eB"ected to "rovide in0ormation on w!et!er or not t!e) con(ider ESF 0unding !a( !el"ed t!em to obtain and (u(tain a "o(itive outcome. '!e latter would "rovide in0ormation on t!e im"act "roject "rovider( 0eel t!eir "roject !a( !ad on bene0iciarie(. ;( b) t!eir ver) nature t!e(e view( will be "urel) (ubjective8 we will tr) to corroborate t!em b) triangulating t!e data. 16! C%4#--/"/7)# *"*0,4)4 %7 O-</(#)5/ 3

1 .1 In order to make judgement( about t!e (ucce(( o0 Objective 38 it i( e((ential to 7uanti0) and value t!e 0ull co(t( and bene0it( ari(ing 0rom it. Ideall) t!e(e could t!en be combined into a (ingle mea(ure o0 t!e net "re(ent value o0 t!e "rogramme. 4owever8 given t!e com"leBit) o0 t!e Objective 3 "rogramme t!i( i( not "o((ible8 alt!oug! con(ideration o0 a wide range o0 mea(ure( o0 e00ectivene(( i(. ; Rco(t&bene0it 0rameworkR t)"e a""roac! would !el" ca"ture bot! t!e re(ource co(t( o0 t!e "rogramme and it( (!ort term and long term bene0it(. '!e 0ramework will include an a((e((ment o0 t!e re(ource co(t( and mea(ure( o0 (ucce(( in meeting bot! t!e immediate objective( outlined earlier and t!e longer term objective( o0 t!e "rogramme. '!e(e could be "re(ented in a wa) w!ic! would allow an overall a((e((ment o0 t!e co(t e00ectivene(( o0 t!e "rogramme. 1?! F//&)"3 /5*0'*#)%" 7)"&)"34 )"#% #2/ U= N*#)%"*0 A(#)%" P0*"4

1#.1 It i( im"ortant t!at evaluation 0inding( are 0ed into t!e %? 2ational ;ction Plan( 0or em"lo)ment and 0or (ocial inclu(ion. -e(ult( 0rom t!e evaluation o0 t!e Engli(! Objective 3 "rogramme will be combined wit! t!o(e 0rom t!e ot!er "rogramme( to "rovide in0ormation on ESF in t!e %? to 0eed into t!e 2ational ;ction Plan. '!e ES1 i( t!e 0orum to en(ure con(i(tenc) in t!e a""roac! to evaluation acro(( all ESF "rogramme(. ;greement !a( alread) been reac!ed on common de0inition( o0 ESF indicator(. In0ormation 0rom t!e 2;P will al(o 0eed into t!e Objective 3 evaluation. 1@! L/44%"4 L/*$"# 7$%+ EBUAL

1$.1 '!e evaluation o0 t!e Objective 3 "rogramme in England will take into account initiative( main(treamed 0rom t!e E/%;9 "rogramme8 "articularl) area( o0 good "ractice t!at relate to bene0iciarie( w!o are economicall) inactiveEmulti"l) di(advantaged. '!e(e will be !ig!lig!ted and di((eminated to t!e member( o0 t!e ,onitoring 3ommittee8 ES1 and ot!er *<P o00icial(8 in evaluation i((ue "a"er( w!ic! will be "roduced t!roug!out 2++4E+..
1.4

19!

T)+)"3

1:.1 '!e u"date to t!e mi&term evaluation i( due to be com"leted b) t!e end o0 2++.. 4owever8 t!e evaluation will be an on&going "roce(( carried out over t!e neBt two )ear(. 'iming( 0or (ome o0 t!e ke) evaluation re(ult( are given below =w!ere "roject( are marked wit! a (tarM 0unding !a( not )et been agreed>6 ESF Bene0iciarie( Surve) o0 individual( available end 2++.>M Bene0iciarie(@ Surve) o0 com"anie( available end 2++4> available end 2++.>M 9ongitudinal Stud) Se"tember 2++4> ;nal)(i( o0 monitoring data out annuall)> /d hoc research Evaluation o0 economicall) inactiveEdi(advantaged *ecember 2++4> Evaluation o0 "roject activit) *ecember 2++4> Evaluation o0 co&0inancing *ecember 2++.>M =re"ort =re"ort =re"ort =re"ort =carried =2++4 (urve) re(ult(

=2++3 (urve) re(ult( =2++4 (urve) re(ult(

20!

D)44/+)"*#)%"

2+.1 ; ke) "art o0 t!e evaluation (trateg) i( to en(ure t!at 0inding( are di((eminated a( widel) a( "o((ible. One o0 t!e "ur"o(e( o0 carr)ing out re(earc! and evaluation i( to im"rove "er0ormance. '!i( can onl) !a""en i0 colleague( in t!e ESF *ivi(ion8 in 1overnment O00ice( and "eo"le working on ESF&0unded "roject( are aware o0 t!e ESF Evaluation 'eam@( evaluation work and make u(e o0 relevant 0inding(. ;ll re(earc! carried out a( "art o0 t!e evaluation will be "ubli(!ed t!roug! *<P. <!ere a""ro"riate8 evaluation work will include "roduction o0 good "ractice material w!ic! can be di(tributed to "roject(. Finding( will al(o be "ublici(ed via ES1 News and b) mean( o0 di((emination (eminar( w!ere relevant. 5%""/ S+)#2 ESF E5*0'*#)%" T/*+ M*, 2004
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1.

A""/1 1 - C2*6#/$ 11 C%"(0'4)%"4 *"& R/(%++/"&*#)%"4 - M)&T/$+ E5*0'*#)%" %7 #2/ O-</(#)5/ 3 P$%3$*++/ 7%$ E"30*"& *"& G)-$*0#*$ 2000-2006 11.1 Introduction

'!i( (ection "rovide( recommendation( ba(ed on t!e evaluation evidence "re(ented in earlier (ection( o0 t!i( re"ort. Be0ore con(idering t!e(e8 it i( wort! reiterating (ome o0 t!e ke) (ub(tantive me((age( made in "reviou( (ection( on t!e "er0ormance o0 t!e Programme to t!e mid& term. '!ere i( clear evidence o0 (trategic link( between t!e EES 1uideline( and between t!e "rogramme at a !ig! level8 0or eBam"le8 between EES 1uideline( and ESF ac!ievement( to date ba(ed on "roject clo(ure data activitie( =,arc! 2++3>. ;nal)(i( o0 bot! a""lication( and "roject clo(ure data indicate( "roject( !ave taken on board a ke) le((on 0rom t!e la(t "rogramme and are "roviding bene0iciarie( wit! integrated "ackage( o0 (u""ort tailored to individual need. Furt!ermore t!i( a""ear( to be targeted toward( t!e unem"lo)ed and ot!er di(advantaged grou"(. ;lt!oug! t!e level o0 actual "roject activit) i( generall) le(( t!an t!at "ro"o(ed at t!e a""lication( (tage J t!i( i( generall) not b) a "articularl) large amount8 0alling wit!in t!e 1. "ercentage "oint tolerance limit (et in t!e TESF O00er 9etterT . Overall8 a( indicated b) bot! t!e 2++1 and 2++2 9eaver( Surve)(8 bene0iciarie( a""ear to be "o(itive about t!e (u""ort t!e) !ave received & 0or eBam"le $4C o0 re("ondent( to t!e 2++2 Surve) (aid t!at t!e) were (ati(0ied wit! t!e cour(e. Overall8 t!e late(t "roject clo(ure data =,arc! 2++3> indicate( t!at t!e va(t majorit) o0 bene0iciarie( com"leted t!eir "roject( =$$C>. Project clo(ure data indicate( t!at8 o0 t!o(e w!o were unemployed;inactive w!en t!e) (tarted t!e "roject8 t!e majorit) = 3C> eB"erienced a "o(itive outcome J wit! 7uarter going into em"lo)ment. <!en looking at t!e em"lo)ment outcome( o0 bene0iciarie( bot! immediatel) on leaving t!e "roject and at t!e time o0 t!e (urve)8 t!e 2++2 9eaver(@ Surve) indicate( t!at t!ere wa( a (ub(tantial and continuing (!i0t toward( "aid em"lo)ment & alt!oug! "roject( were le(( e00ective wit! t!e inactive.

1.#

'!e above "oint( indicate t!at8 in general8 t!e Programme i( "er0orming well to t!e mid&term. O0 cour(e8 t!ere are area( w!ere im"rovement( are re7uired or i((ue( !ave ari(en (ince t!e O"erational Programme wa( dra0ted w!ic! need con(ideration. '!e(e i((ue( are eB"lored below wit! recommendation( 0or 0urt!er action. 11.2 Su""orting t!e economicall) inactive6 T2/ $/6%$# 2*4 2)320)32#/& * "'+-/$ %7 )44'/4 (%""/(#/& :)#2 /(%"%+)( )"*(#)5)#,! I" -$)/7; S)"(/ #2/ O6/$*#)%"*0 P$%3$*++/ :*4 6$%&'(/& ILO '"/+60%,+/"# 2*4 $/&'(/& -'# /(%"%+)( )"*(#)5)#, $/+*)"4 *# #2/ 4*+/ 0/5/0 (21F %7 #2/ :%$.)"3 *3/ 6%6'0*#)%")! E(%"%+)( )"*(#)5)#, #2/$/7%$/ %5/$42*&%:4 #2*# %7 '"/+60%,+/"# - )" ($'&/ 4#*#)4#)(*0 #/$+4 -, * 7*(#%$ %7 7%'$ #% %"/! '!e economicall) inactive are a !eterogeneou( grou" w!o ma) be com"ri(ed o0 individual( 0rom variou( grou"(8 0or eBam"le8 lone "arent(8 older worker( and t!e di(abled. -e(earc! indicate( t!at man) ="o((ibl) a( man) a( 2 million> o0 t!e economicall) inactive :)42 #% :%$. but are cla((ed a( Seconomicall) inactiveT becau(e t!e) are not activel) (eeking work andEor not available to (tart work. Barrier( (uc! a( lack o0 c!ildcare or ot!er (u""ort ma) !inder t!em 0rom activel) (eeking job(. 'o an eBtent t!e economicall) inactive ma) be regarded a( being well catered 0or under Objective 3 & t!e 2++2 9eaver(@ Surve) indicate( t!at nearl) 4+C o0 bene0iciarie( are Seconomicall) inactiveT on entr) to "roject( =com"ared wit! t!e 2+C cla((ed a( unem"lo)ed>. But t!e 2++2 9eaver( Surve) =3!a"ter & .2.4> !a( (!own t!at bene0iciarie( w!o were economicall) inactive on joining "roject( =eBcluding t!at in educationEtraining> were le(( likel) to be in em"lo)ment on leaving t!e "roject( t!an t!o(e w!o were "reviou(l) unem"lo)ed. In (!ort8 t!e Programme i( le(( e00ective wit! t!e inactive com"ared to t!e unem"lo)ed. R/(%++/"&*#)%" 1 & Project( (!ould be encouraged to "rovide more e00ective and 0ocu(ed (u""ort to !el" t!e economicall) inactive. ;nal)(i( o0 labour market data and current re(earc! on activit) (!ould be u(ed to in0orm t!e targeting o0 t!i( (u""ort and guidance to "roject(. '!i( will include con(ideration o0 a""ro"riate indicator( o0 outcome(. R/(%++/"&*#)%" 2 J Objective 3 "roject( (!ould be "rovided wit! eBam"le( o0 good "ractice in relation to (u""ortEtraining to t!e economicall) inactive t!at a""ear( to be (ucce((0ul in !el"ing t!e(e bene0iciarie( obtain em"lo)mentE"o(itive outcome(. EBam"le( ma) be (u""lied t!roug! re(earc! t!at i( due to (tart in earl) 2++4 looking at good "ractice in Objective 3 "roject( wit! S!ard to reac! grou"(TG and al(o 0rom dome(tic "rogramme(8 e.g. 2ew *eal8 adult and communit) learning =;39>. 11!3 Su""ort 7%$ #2/ +'0#)60/ &)4*&5*"#*3/& J man) o0 t!o(e w!o are economicall) inactive & but al(o t!o(e w!o are unem"lo)ed & ma)
1.$

eB"erience a combination o0 di(advantage( t!at toget!er limit labour market "otential. '!e re"ort indicate( =3!a"ter . J ..2.4> t!at around 4+C o0 bene0iciarie( (u""orted b) Objective 3 "roject( eB"erience multi"le di(advantage. '!e em"lo)ment outcome( 0or bene0iciarie( w!o eB"erience more t!an one di(advantage are good com"ared wit! t!eir "rior labour market (tatu( in "ro"ortionate term( =3!a"ter & .2..>. On t!e ot!er !and8 t!e outcome( 0or t!e multi"le di(advantaged (till lag be!ind t!o(e o0 individual( wit! no di(advantage( b) a large and (igni0icant eBtent. Bearing t!i( in mind t!e 0ollowing recommendation i( made6 R/(%++/"&*#)%" 3 J 'o conduct 0urt!er anal)(i(Ere(earc! to eBamine i0 ("eci0ic combination( o0 di(advantage are a((ociated wit! bene0iciarie( being moreEle(( likel) to ac!ieve "o(itive outcome(. Evidence will "rovide "roject( wit! eBam"le( o0 good "ractice and indicate w!ere more !el" i( re7uired. 11!4 S'66%$# 7%$ #2%4/ :)#2 -*4)( 4.)004 &/7)()/"()/4; t!e labour market anal)(i( "re(ented in 3!a"ter 3 indicate( t!at t!e Programme@( 0ocu( wit!in (ome mea(ure( on ba(ic (kill( remain( a""ro"riate. ;round a t!ird o0 all Objective 3 bene0iciarie( !ave no 7uali0ication(8 w!ile #+C w!o are unem"lo)edEinactive on entr) !ave 7uali0ication( below 2L/ level 2 or e7uivalent =3!a"ter ..2.3>. Furt!ermore8 t!e 2++2 9eaver(@ Surve) re"ort( =3!a"ter ..2.4> t!at two t!ird( o0 bene0iciarie( !ave Slow !uman ca"italT i.e. t!e) are de0icient in ba(ic or u"&to&date (kill(8 7uali0ication( or work eB"erience. <!il(t clearl) t!e Programme i( reac!ing t!o(e wit! low ba(ic (kill(8 it !a( al(o been (!own t!at at mid&term take&u" o0 Polic) Field 28 mea(ure 1 =widen acce(( to ba(ic (kill( "rovi(ion> & t!e main mea(ure to "rovide ba(ic (kill( to t!e mo(t di(advantaged & i( ver) low =3!a"ter #.3>. It i( not clear w!) t!i( i( t!e ca(e. It ma) be8 0or eBam"le8 t!at t!e growt! in dome(tic mea(ure( to tackle ba(ic (kill( i((ue( !ave taken "recedence over8 or di("laced ESF (u""ort or t!at t!i( "o(ition ma) be recti0ied a( more "roject( (tart and com"lete. In view o0 t!i( uncertaint) it i( (ugge(ted t!at6 R/(%++/"&*#)%" 4 J Furt!er re(earc! (!ould be undertaken wit! "roject( in Polic) Field 2 mea(ure 1 to eBamine t!e 0actor( w!ic! !ave cau(ed take u" to be low. 11!5 E9'*0 %66%$#'")#)/4; E7ual o""ortunitie( main(treaming in Objective 3 i( looked at in 3!a"ter $8 w!ere a number o0 ("eci0ic recommendation( are made. '!e recommendation( !ere include t!e main "oint( made in 3!a"ter $8 but are augmented b) relevant or (u""orting evidence or recommendation( 0rom ot!er c!a"ter(6 )) C*$/ 4'66%$#; 3!a"ter $ indicated t!at t!e lower t!an antici"ated number( o0 "roject( "roviding c!ildcareEgeneral care i( a concern. '!i(
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i((ue i( 0urt!er em"!a(i(ed b) t!e 0inding t!at 3 C o0 "roject( "rovided c!ildcare 0acilitie( com"ared to 2C (a)ing t!e) would "rovide (uc! 0acilitie( in t!eir a""lication(. R/(%++/"&*#)%" 5 & '!ere i( t!ere0ore a need to en(ure t!at "roject( "rovide c!ildcareEallowance( w!ere t!e) !ave committed to doing t!i(8 and do not under&("end t!i( budget areaG R/(%++/"&*#)%" 6 & Project( (!ould take more "ro&active (te"( to increa(e t!e number( o0 "eo"le wit! care re("on(ibilitie( entering t!e "rogramme. ))) S'66%$# 7%$ #2/ &)4*-0/&; relative to t!e current 0oreca(t( t!e number( o0 di(abled "eo"le entering t!e "rogramme and ac!ieving work immediatel) a0terward( were muc! lower t!an eB"ected8 and were (igni0icantl) lower t!an t!o(e 0or ot!er e7ual o""ortunitie( grou"( =3!a"ter #..>. In "articular8 0ewer di(abled men were re"re(ented in t!e clo(ure data t!an eB"ected. '!e number( o0 di(abled "eo"le able to (u(tain work (iB mont!( later were al(o muc! lower t!an antici"ated. R/(%++/"&*#)%" ? & Project( need to en(ure t!at t!e (u""ort "rovided to di(abled "eo"le (!ould be a""ro"riate 0or t!e job( t!at individual( can (u(tain and t!at link( wit! em"lo)er( (!ould be made to develo" t!e(e (u(tainable em"lo)ment o""ortunitie(. R/(%++/"&*#)%" @ & Project( (!ould en(ure t!at active a((e((ment8 o0 t!e (u""ort need( o0 di(abled "eo"le8 are carried out. R/(%++/"&*#)%" 9 & Project( (!ould en(ure t!at (u""ort to bene0iciarie( include( job (earc! (kill(8 develo"ing (kill( to di(cu(( t!eir need( wit! a new em"lo)er and mec!ani(m( to enable di(abled bene0iciarie( to deal wit! di(crimination in t!e work"lace. )))) S'66%$# 7%$ /#2")( +)"%$)#)/4; et!nic minorit) grou"( are doing (igni0icantl) le(( well t!an eB"ected in gaining work a( a re(ult o0 t!e "rogramme =3!a"ter #..>. Bearing t!i( in mind t!e 0ollowing recommendation( are made6 R/(%++/"&*#)%" 10 & Project( (!ould en(ure t!at (u""ort to bene0iciarie( include( job (earc! (kill(8 and mec!ani(m( to enable et!nic minorit) bene0iciarie( to deal wit! di(crimination in t!e work"lace. R/(%++/"&*#)%" 11 & 'o increa(e t!e u(e o0 wage (ub(idie( and ot!er ESF&eligible (u""ort mea(ure( (uc! a( training allowance( and meal and travel allowance( 0or member( o0 minorit) et!nic grou"( to im"rove retention rate(. )5) G/"&/$-$/0*#/& )44'/4; 3!a"ter $ !a( rai(ed an i((ue al(o mentioned in t!e "reviou( "rogramme. 2amel) t!at t!e training and em"lo)ment outcome( "rovided b) Objective 3 "roject( a""ear( to re0lect gender (tereot)"ing. <!il(t it i( acce"ted t!at t!e abilit) o0 Objective 3 "roject( to c!allenge t!i( i( limited8 t!e 0ollowing
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recommendation i( made6 R/(%++/"&*#)%" 12 & Project( (!ould take a muc! more "ro&active line in "romoting labour&market c!ange b) "roviding o""ortunitie( 0or bot! men and women to train and gain work eB"erience and 7uali0ication( in area( not traditional 0or t!eir (eB. On t!e gender "a) ga"8 t!i( i( an i((ue on w!ic! ESF can !ave onl) a marginal im"act. 4owever to a((e(( im"act and t!e 0ollowing u( (ugge(ted6 R/(%++/"&*#)%" 13 & 'o monitor "o(t&"artici"ation outcome( not ju(t in term( o0 number( entering em"lo)ment but al(o t)"e( o0 em"lo)ment =occu"ation8 (tatu( etc.> and income(. '!i( would be t!roug! anal)(i( o0 t!e 9eaver(@ Surve) and t!e (c!eduled longitudinal (urve). 5) E9'*0 %66%$#'")#)/4 +*)"4#$/*+)"3; t!e ongoing develo"ment and di00u(ion o0 t!e main(treaming "lan !a( led to (igni0icant im"rovement( in under(tanding o0 e7ual o""ortunitie( i((ue( and t!eir main(treaming. Furt!er (u""ort 0or e7ualit) main(treaming in t!e region( ma) mo(t a""ro"riatel) be "rovided t!roug! t!e 0ollowing6 R/(%++/"&*#)%" 14 & '!ere (!ould be increa(ed u(e o0 guidance and training a( a mean( to develo" regional "la)er( and "roject (ta00 in t!eir under(tanding and commitment to e7ualit) main(treamingG R/(%++/"&*#)%" 15 & '!at more eBten(ive u(e o0 ("eciali(t contract( or tec!nical a((i(tance =a( i( t!e ca(e wit! t!e E/%;9 "rogramme> i( made. 5)) E9'*0 %66%$#'")#)/4 7%$/(*4#4; In man) in(tance( t!e overall 0oreca(t8 0or eBam"le8 0or di(abled "eo"le in work a0ter leaving8 (eem( ina""ro"riate a( it give( undue weig!t to "olic) 0ield( t!at are not t!e main ve!icle 0or t!e(e grou"( on Objective 3 =3!a"ter #. .4>. ; "re0erable a""roac! ma) be to e(tabli(! and give more weig!t to a""ro"riate mea(ure&level 0oreca(t( in(tead. It i( al(o im"ortant to attem"t to di(aggregate 0urt!er t!e main e7ual o""ortunitie( grou"( e.g. t!e (everel) di(abled8 et!nic minoritie( grou"(. R/(%++/"&*#)%" 16 & It i( recommended t!at t!e 0oreca(t( be reviewed and (u""lemented. R/(%++/"&*#)%" 1? & 'o com"are and contra(t t!e 0oreca(t( =o"erational a( well a( e7ual o""ortunitie(> wit! eBternal benc!mark(8 (uc! a( t!o(e wit!in ot!er government de"artment(8 0or dome(tic "rogramme( etc. '!e current 0oreca(t( are e((entiall) F(el0&re0erential@8 being ba(ed on "rior "rogramme "er0ormance. '!e E7ual O""ortunitie( ,ain(treaming grou" (!ould be encouraged to take a lead on t!e(e i((ue(. 11!6 P%0)(, 7)/0& *"& $/3)%"*0 *00%(*#)%"4; Bearing in mind -ecommendation 1 t!e 0ollowing recommendation i( made6
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R/(%++/"&*#)%" 1@ & I0 necessary becau(e 0urt!er anal)(i( on de0ining economic inactivit) (ugge(t( t!at it i( a""ro"riate 0or "roject( to 0ocu( 0urt!er (u""ort on t!e inactive & t!ere (!ould be a review o0 bot! t!e current "olic) 0ield and regional allocation( =3!a"ter 4.#>. '!i( ma) include con(ideration o0 u(ing an) under("end( t!at emerge during t!e remainder o0 t!e Programme to "rovide additional re(ource( to (u""ort t!e economicall) inactive. I0 it emerge( t!at t!ere are 7'"&*+/"#*0 incon(i(tencie( between t!e region(8 ba(ed on t!e original 0ormula8 c!ange will be (ugge(ted. 11!? I&/"#)7,)"3 #2/ *&&/& 5*0'/ *"& "/# )+6*(# %7 ESF 4'66%$#; t!e re"ort !a( identi0ied link( wit! dome(tic "rogramme( =mainl) 2ew *eal> w!ic! "re(ent( (ome evidence o0 added value in relation to Objective 3 (u""ort 0or 2ew *eal "rovi(ion. 4owever8 t!i( i( ba(ed on monitoring data =3!a"ter 2.#.3> or 0rom limited evaluation at a "roject level and i( t!ere0ore at a 0airl) (u"er0icial level. 9inked to t!i( it !a( al(o "roved di00icult to "rovide a detailed di(aggregation o0 t!e "attern o0 ("end 0or ESF8 in relation to dome(tic "rogramme( =3!a"ter 2.#.2>. It i( t!ere0ore unclear ju(t w!ere ESF ma) be Sconcentrated undul)T. R/(%++/"&*#)%" 19 J '!at 0urt!er anal)(i(Eevaluation i( undertaken to obtain more robu(t in0ormation on t!e added value t!at Objective 3 "roject( can "rovide to dome(tic "rogramme(. '!i( would include economic anal)(i( o0 ("end in relation to dome(tic "rogramme(. '!e main i((ue around a((e((ing net im"act revolve( around t!e c!oice o0 an a""ro"riate indicator=(> o0 outcome( or S(ucce((T8 e("eciall) wit! a wide&ranging "rogramme (uc! a( ESF Objective 3. 1enerall)8 identi0)ing outcome( and mea(uring t!e(e again(t t!o(e o0 a (uitable com"ari(on grou" i( ke) to identi0)ing net im"act. *e("ite eBten(ive e00ort(8 (o 0ar8 to evaluate net im"act in t!e current "rogramme it !a( not been "o((ible to identi0) a convincing eBternal com"ari(on grou". R/(%++/"&*#)%" 20 & 'o continue re(earc! to eBamine alternative a""roac!e( to mea(uring t!e net im"act o0 t!e Programme. 11!@ C%-7)"*"()"3; t!e (econd evaluation !a( rai(ed a number o0 "o(itive i((ue(. For eBam"le8 "roce((e( (uc! a( bidding 0or 3FO (tatu( and "re"aring and negotiating co& 0inancing "lan( !ave "roceeded more (moot!l) (ince t!e la(t evaluation =3!a"ter 4. >. '!ere !a( been a (igni0icant tig!tening o0 t!e "rocurement "roce(( (ince t!e la(t evaluation and t!e evidence indicate( t!at no grou" !a( been ()(tematicall) eBcluded 0rom attracting ESF 0unding becau(e o0 t!e co& 0inancing "roce((. Even (o8 a( ma) be eB"ected wit! a relativel) new initiative8 im"rovement i( "o((ible and 0urt!er in0ormation i( re7uired to an(wer variou( 7uerie( t!at !ave ari(en 0rom di00ering (ector(. R/(%++/"&*#)%" 21 & 'o continue to review -*P( to en(ure t!e) !ave a clear 0ocu( and contain relevant and well&inter"reted labour market in0ormation J t!i( will encourage (tronger link( to be made between t!e
1 2

-*P( and t!o(e co&0inancing "lan( w!ere t!e evaluation identi0ied weak linkage(. R/(%++/"&*#)%" 22 & 'o en(ure t!at t!e allocation "roce(( i( (een to be tran("arent 3FO( (!ould devote more re(ource( to "roviding 0eedback to "rovider a""licant(. '!i( (!ould be regarded b) 3FO( and 1O( a( a sine 5ua non o0 t!e "roce((. R/(%++/"&*#)%"4 23 J 'o conduct a t!ird evaluation (tud) o0 co& 0inancing during t!e (econd !al0 o0 t!e "rogramme to a((e(( continued "rogre(( wit! im"lementation. '!i( would include eBamining !ow e00ectivel) 3FO( are "ur(uing t!e !ori5ontal t!eme( J (uc! a( e7ual o""ortunitie( main(treaming and al(o i((ue( (uc! a( added value. R/(%++/"&*#)%" 24 J 'o conduct a (e"arate8 ca(e (tud) ba(ed evaluation w!ic! will a((e(( t!e relative co(t( and bene0it( o0 co& 0inancing on a miB o0 "roject(. 11!9 O6/$*#)%"*0 7%$/(*4#4; at mid&term t!ere a""ear( to be a con0lict between eBtra"olation( o0 number( o0 bene0iciarie( taking "art in t!e "rogramme ba(ed on "!)(ical and 0inancial monitoring data =3!a"ter #. .2>. 'o date a((e((ment !a( onl) been "o((ible on a "ro"ortion o0 "roject( t!at !ave clo(ed =18#.4> a( t!ere i( a dela) in receiving data on all clo(ed "roject( w!il(t t!i( in0ormation i( "roce((ed. 4ence t!i( i((ue ma) re(olve it(el0 in time w!en t!e majorit) o0 "roject( !ave com"leted. On t!e ot!er !and8 it i( not clear 0rom t!e data t!at t!i( i( t!e ca(e. 1iven t!i( uncertaint)8 it i( di00icult to (tate w!et!er or not t!e 0oreca(t( o0 bene0iciarie( (u""orted (et out w!en t!e O"erational Programme wa( ado"ted remain( valid or not. R/(%++/"&*#)%" 25 J Furt!er anal)(i( i( re7uired to "rovide robu(t in0ormation on t!e number( o0 bene0iciarie( (u""orted on t!e Programme. '!e 0oreca(t( are ba(ed mainl) on "reviou( admini(trative monitoring and 9eaver(@ Surve) data and a( t!e) are t!em(elve( a((e((ed again(t (uc! =u"dated> data8 t!e) are to a large eBtent (omew!at F(el0& re0erential@. It ma) be a""ro"riate to include eBternal benc!mark( again(t w!ic! t!e "er0ormance o0 t!e "rogramme can be a((e((ed. R/(%++/"&*#)%" 26 & '!at 0urt!er work i( undertaken to a((e(( t!e 0ea(ibilit) o0 "roviding com"ari(on indicator( 0rom8 0or eBam"le8 t!e 2ew *eal "rogramme a( well a( again(t benc!mark( acro(( t!e working age "o"ulation more generall). '!e current 0oreca(t( do not include in0ormation on t!e age di(tribution o0 bene0iciarie( obtaining (u""ort8 nor in0ormation on t!e number( o0 t!o(e receiving ba(ic (kill( "rovi(ion. In order to (u""ort t!e Factive ageing@ guideline8 and to em"!a(i(e t!e im"ortance o0 ba(ic (kill( "rovi(ion ="articularl) a( "rovi(ion on Polic) Field 28 mea(ure 1 !a( been low> it i( (ugge(ted6
1 3

R/(%++/"&*#)%" 2? & '!at con(ideration i( given to (u""lementing t!e current 0oreca(t( wit!6 a> in0ormation on t!e age di(tribution o0 bene0iciarie(G and b> ba(ic (kill( "rovi(ion. 11!10 A(('$*(, *"& 9'*0)#, %7 +%")#%$)"3 &*#*; t!e review o0 t!e accurac) and 7ualit) o0 monitoring and 9eaver(@ Surve) data !a( rai(ed a number o0 concern(. '!e(e are "rinci"all) around t!e re"orting and recording o0 7uali0ication( data & t!i( "art o0 t!e monitoring data i( currentl) being reviewed & and t!e under&utili(ation o0 muc! "otentiall) u(e0ul 7ualitative data on "roject(@ activitie(. R/(%++/"&*#)%" 2@ & 'o de(ign a monitoring 0orm w!ic! more e00ectivel) ca"ture( 7ualitative data. ;lt!oug! anal)(i( o0 t!e "roject clo(ure data indicate( t!at it i( internall) con(i(tent and (u00icientl) robu(t to under"in t!e recommendation( in t!i( re"ort8 0inding( 0rom t!e 9eaver( Surve) indicate t!at (ome "roject( =3!a"ter #.$.1> ma) not alwa)( accuratel) recordEcollect admini(trative monitoring data. In turn t!i( (ugge(t( t!at t!e "roject clo(ure data i( not com"letel) accurate. In t!i( conteBt t!e 0ollowing recommendation i( made6 R/(%++/"&*#)%" 29 & '!at 0urt!er evaluation (!ould take "lace to review t!e ()(tem( t!at "roject( !ave in "lace 0or collecting management in0ormation. '!i( ma) be linked to in0ormation derived 0rom audit and veri0ication vi(it(. 11!11 S'66%$# 7%$ (%+6*")/4; 3!a"ter !a( outlined "o(itive 0inding( in relation to Objective 3 (u""ort 0or com"anie(. 4owever8 t!ere i( al(o room 0or im"rovement. For eBam"le8 t!e evaluation o0 ESF&(u""orted com"anie( revealed t!at t!ere i( "er!a"( too muc! training o0 t!o(e em"lo)ee( t!at alread) tend to receive training8 0or eBam"le8 manager( and "ro0e((ional(. In term( o0 t!e content o0 training8 it i( (ugge(ted t!at ESF i( (u""orting too muc! !ealt! and (a0et) and induction training w!ic! (!ould be t!e (ole re("on(ibilit) o0 t!e com"anie(. In relation to additionalit)8 larger 0irm( were more likel) to (a) t!at t!e) would !ave taken alternative mea(ure( i0 ESF (u""ort !ad not been available com"ared to micro&0irm( & w!ic! (ugge(t( more (u""ort (!ould be 0ocu(ed to t!e latter. Bearing t!e(e i((ue( in mind6 R/(%++/"&*#)%" 30 J 'o continue to evaluate Objective 3 (u""ort to com"anie( to 0urt!er under(tand !ow it im"act( u"on com"anie( and t!eir em"lo)ee(. R/(%++/"&*#)%" 31 & In connection wit! t!e above "oint to "roduce clear guidance to 1O(8 3FO( and "roject( on t!e t)"e o0 com"anie(8 em"lo)ee( and training t!at it i( mo(t a""ro"riate 0or ESF 0unding to (u""ort. R/(%++/"&*#)%" 32 J 3on(ideration (!ould be given to augmenting t!e 0oreca(t on number( o0 com"anie( !el"ed8 under Polic) Field 48 b)
1 4

including in0ormation on com"an) (i5e and "er!a"( a 0oreca(t relating to t!e (ector( in w!ic! com"anie( are (u""orted. 11!12 S%7# %'#(%+/4; evidence 0rom monitoring data (ugge(t( t!at man) "roject( are !aving (ome (ucce(( in im"roving t!e F(o0t@ (kill( o0 bene0iciarie( =3!a"ter .3>. '!e recent guidance document on mea(uring (o0t outcome( (!ould enable "roject( to begin to "ut into "lace ()(tem( 0or mea(uring (o0t outcome( and di(tance travelled. ;( )et t!i( i( not mea(ured at a Programme level and t!e e00ectivene(( o0 t!e Programme i(8 a( a con(e7uence8 under re"re(ented. R/(%++/"&*#)%" 33 & '!at t!e im"ortance o0 mea(uring (o0t outcome( continue( to be em"!a(i(ed 0rom t!e centre and 1O( and 3FO( (!ould be trained to "rovide a((i(tance to "roject( in t!i( re("ect. R/(%++/"&*#)%" 34 & '!at 0urt!er re(earc! i( conducted on t!e 0ea(ibilit) o0 mea(uring (o0t outcome( at a Programme level8 w!ic! will take into account admini(trative burden( on "roject(. 11!13 R%0/ %7 #2/ M%")#%$)"3 C%++)##//; '!e role o0 t!e England ,onitoring 3ommittee i( (et out in it( term( o0 re0erence and to an eBtent will be con(trained b) t!i(. 4owever8 a number o0 i((ue( were rai(ed b) member( around t!e e00ectivene(( o0 meeting( and t!e role( o0 individual member(8 mainl) t!o(e eBternal to t!e direct admini(tration o0 t!e "rogramme =3!a"ter 4.3>. In lig!t o0 t!i( (ome c!ange( !ave alread) been made8 0or eBam"le8 "re(enting admini(trativeE0inancial in0ormation in a more u(er&0riendl) 0ormat. It i( (ugge(ted6 R/(%++/"&*#)%" 35 & '!at 0urt!er clari0ication8 be)ond t!e 'erm( o0 -e0erence8 (!ould be "rovided on w!at i( eB"ected o0 member( o0 t!e 3ommittee. R/(%++/"&*#)%" 36 & 'o continue to en(ure t!at in0ormation i( "re(ented to member( o0 t!e 3ommittee in an acce((ible 0ormat8 "articularl) 0inancial in0ormation w!ic! can a""ear com"leB8 and to review t!e balance o0 material "re(ented. 'o t!i( end it ma) al(o be a""ro"riate to encourage t!e "artici"ation o0 individual( 0rom out(ide t!e Programme@( direct admini(tration and to include more evaluation evidence on to"ic( o0 relevance.

11!14 C%4#4 %7 ESF 4'66%$#; anal)(i( o0 monitoring data (!ow( t!e unit co(t( "er bene0iciar) are around P1+#.. '!i( i( le(( t!an under t!e "reviou( "rogramme and "robabl) re0lect( t!e lower Ft!roug!"ut@ o0 bene0iciarie( in t!e mo(t eB"en(ive Polic) Field(8 2 and .. It ma) al(o be a re0lection o0 t!e (!ort lengt! o0 time t!at bene0iciarie( ("ent8 on average8 on direct&bid "roject( and t!e incidence o0 advice and guidance "roject(. Even (o8 t!e data i( not clear on t!i( i((ue. 'o maintain robu(t in0ormation it i( (ugge(ted t!at6

1 .

R/(%++/"&*#)%" 3? & ;n anal)(i( o0 unit co(t( (!ould be undertaken during t!e (econd !al0 o0 t!e "rogramme once greater number( o0 bene0iciarie( !ave com"leted on Polic) Field( 2 and .. '!i( ma) include obtaining an indication o0 t!e di("er(al o0 co(t( around t!e average8 "articularl) 0or t!e more eB"en(ive8 integrated "roject( t!at (u""ort t!e more di(advantaged bene0iciarie(. 11!15 C*6*()#, -')0&)"3; in0ormation on t!e eBtent o0 ca"acit) building wit!in Objective 3 Programme i( limited. ;( t!e re"ort illu(trate( it i( derived mo(tl) 0rom "roject clo(ure data and 0rom t!e evaluation o0 t!e im"act o0 Objective 3 at t!e local level. <!at t!i( in0ormation (ugge(t(8 !owever8 i( t!at t!ere i( a lack o0 clarit) over w!at i( meant b) Fca"acit) building@. 'o an eBtent t!i( ma) be becau(e ca"acit) building i(8 0or t!e mo(t "art8 not a direct aim o0 mo(t "roject(. It !a( al(o been (ugge(ted t!at t!ere i( a danger o0 ca"acit) building remaining wit! t!o(e alread) au fait wit! ESF "rotocol( and t!at t!o(e wit!out t!i( knowledge and eB"erti(e mi(( out. It i( t!ere0ore recommended t!at6 R/(%++/"&*#)%" 3@ & Furt!er evaluation (!ould be conducted to look at ca"acit) building activit) wit! a view to develo"ing a de0inition o0 ca"acit) building. 11!16 G0%-*0 G$*"#4; t!e evaluation o0 global grant( gave (everal detailed recommendation(8 but in t!e main6 R/(%++/"&*#)%" 39 J %"dated guidance (!ould be "roduced on t!e t)"e( o0 "roject( eligible 0or 1lobal 1rant 0unding8 !ow to obtain matc! 0unding and t!e admini(trative arrangement( t!at (!ould be "ut in "lace to "roce(( grant( and regarding audit arrangement( =3!a"ter 4.1+.1+>. 11!16 T2/ )+6*(# %7 ESF *# #2/ 0%(*0 0/5/0 i( looked at in 3!a"ter 1+8 w!ere a number o0 ("eci0ic recommendation( are made. '!e recommendation included !ere on (u(tainable develo"ment reiterate( (ome o0 t!e main "oint( in 3!a"ter 1+. R/(%++/"&*#)%" 40 & '!ere i( a need 0or a national (trateg) 0or t!e incor"oration o0 (u(tainable develo"ment into ESF Objective 3. '!i( would "rovide t!e 0ramework 0or guidance around t!e link( between Objective 3 and (u(tainable develo"ment. ;long wit! t!i( t!ere (!ould be t!e develo"ment o0 a common under(tanding o0 (u(tainable develo"ment and con(i(tenc) in t!e a""lication o0 ke) term( (uc! a( (u(tainable develo"ment and environmental (u(tainabilit).

A""/1 2 I"&)(*#%$4 7%$ /*(2 P%0)(, F)/0& OVERALL OP PERFORMANCE INDICATORS I"&)(*#%$ C in work on leaving C gaining "o(itive outcome on leaving C )oung "eo"le unem"lo)ed le(( t!an mont!( C adult( unem"lo)ed le(( t!an 12 mont!( C bene0iciarie( com"leting t!eir cour(e( C gaining a 7uali0ication NAP G')&/0)"/ Pillar I Pillar I8 III 1 2 & 811 F$/9'/"( , mid&term mid&term annual annual annual annual

ACTIVE LABOUR MAR=ET POLICIES T,6/ I"&)(*#%$ -e(ourc Funding =P> e Out"ut 2umber o0 bene0iciarie( 2umber "artici"ating in ESF Ftraining@ C o0 )oung "eo"le receiving !el" be0ore mont!( C o0 women receiving (u""ort C o0 bene0iciarie( com"leting t!eir cour(e( C o0 adult( receiving !el" be0ore 12 mont!( C working toward( a 7uali0ication -e(ult( C "o(itive outcome( on leaving =and at mont!(> C in work on leaving =and at mont!(> C moving into (el0&em"lo)ment Im"act 2umber o0 unem"lo)ed in work a0ter ESF (u""ort =net o0 deadweig!t> SOCIAL INCLUSION T,6/ I"&)(*#%$

NAP G')&/0)"/ 18283 3 3 1 1: & 2 Pillar I 18 2 182 182811 Pillar I

F$/9'/"( , annual annual annual annual annual annual annual annual mid&term mid&term mid&term mid&term

-e(ourc Funding =P> e Out"ut 2umber o0 bene0iciarie( : 2umber receiving ESF Ftraining@ : C o0 women receiving (u""ort 1: 2umber o0 trainer( trained . C working toward( a 7uali0ication Pillar I 2umber o0 ca"acit) building "roject( .8 2umber o0 re(earc! "roject( .8 -e(ult( C "o(itive outcome( on leaving =and at mont!(> : C in work on leaving =and at mont!(> : C moving into (el0&em"lo)ment :811 Im"act 2umber( in work mont!( a0ter ESF (u""ort =net Pillar I o0 deadweig!t>

NAP G')&/0)"/ :

F$/9'/"( , annual annual annual annual annual annual annual annual mid&term mid&term mid&term mid&term

1 #

LIFELONG LEARNING T,6/ I"&)(*#%$

-e(ourc Funding =P> e Out"ut 2umber( "artici"ating in li0elong learning .8 C o0 women receiving (u""ort 1: C com"leting t!eir cour(e( & C working toward( a 7uali0ication Pillar I 2umber o0 re(earc!Elabour market anal)(i( "roject( 2umber o0 trainer( trained 2umber o0 ca"acit) building "roject( .8 -e(ult( C o0 leaver( gaining a 7uali0ication C in work or 0urt!er (tud) on leaving =and at 8 Pillar III mont!(> Im"act 2et increa(e in "artici"ation in li0elong learning 0rom ESF (u""ort ADAPTABILIT DENTREPRENEURSHIP T,6/ I"&)(*#%$

NAP G')&/0)"/ .8

F$/9'/"( , annual annual annual annual annual annual annual annual annual mid&term mid&term

-e(ourc Funding =P> e Out"ut 2umber o0 bene0iciarie( getting (el0&em"lo)ment 11 !el" 2umber o0 com"anie( !el"ed 11 2umber o0 em"lo)ee( !el"ed =given ESF 11 Ftraining@> 2umber o0 trainer( trained 1$ C o0 women receiving (u""ort 1: C working toward( a 7uali0ication 1$ 2umber o0 re(earc!Elabour market anal)(i( 1$ "roject( -e(ult( Survival rate o0 (el0&em"lo)ment at 1$ mont!( 11 C o0 bene0iciarie( gaining a 7uali0ication 11 Im"act 2et number o0 new bu(ine((e( running a0ter 1$ 11 mont!( 2et number o0 job( (a0eguarded b) ESF (u""ort Pillar III 2et number o0 job( created t!roug! (u""ort 0or Pillar II (el0&em"lo)ment GENDER EBUALIT T,6/ I"&)(*#%$ -e(ourc Funding =P> e Out"ut 2umber o0 bene0iciarie(

NAP G')&/0)"/ Pillar II K III

F$/9'/"( , annual annual annual annual annual annual annual annual mid&term annual mid&term mid&term mid&term

NAP G')&/0)"/ Pillar IL 1:

F$/9'/"( , annual annual

1 $

C women bene0iciarie( 1: C o0 "roject( o00ering c!ildcare 0acilitie( 21 2umber o0 re(earc! "roject( 1: -e(ult( C "o(itive outcome( 0or women 2+ C o0 "arent( wit! c!ildren under . in work 2+8 21 mont!( a0ter ESF C o0 women (etting u" in bu(ine(( 118 2+ C o0 women trained in non&traditional occu"ation( 2+ Im"act 2et C increa(e in 0emale labour market 2+ "artici"ation o0 bene0iciarie( a0ter ESF (u""ort

annual annual annual mid&term mid&term mid&term mid&term mid&term

1 :

ANNE> E TECHNICAL ASSISTANCE (TA) STRATEG 1. I2'-O*%3'IO2

1.1 '!i( "a"er (et( out a '; (trateg) 0or t!e England Objective 3 o"erational "rogramme 0or t!e "eriod 2+++&2++ . '!e ESF %nit i( re("on(ible 0or t!e overall co&ordination o0 t!e '; (trateg) 0or t!e "rogramme. '!e (trateg) aim( to make t!e be(t u(e o0 '; "rovi(ion 0or "rogramme management and "romotion o0 ESF. It al(o take( into account eB"erience 0rom "reviou( and current "rogramme(8 and con(ultation wit! national "artner( and 1overnment O00ice( =1O(>. 1!2 1.3 1.4 D'$)"3 #2/ 6/$)%& 2000-20068 T/(2")(*0 A44)4#*"(/ :)00 -/ '4/& #%; "ublici(e t!e Objective 3 "rogrammeG deliver Objective 3 e00ectivel) at national level and in t!e Engli(! region(G evaluate t!e re(ult( o0 Objective 3 inve(tment(G and di((eminate be(t "ractice. ?e) objective( are to6 0acilitate more e00icient monitoring8 management and admini(tration o0 t!e Objective 3 "rogrammeG engender 0urt!er integration8 added value and value 0or mone)G avoid "roject du"lication and maBimi(e t!e u(e o0 available 0und(G and "rovide a 0ramework 0or (u""orting E3 and 1overnment "olicie(. '!e t)"e( o0 activit) to be covered b) 'ec!nical ;((i(tance will include6 "romotion o0 a "o(itive "ublic image 0or Objective 3 in England and awarene(( rai(ing t!roug! a""ro"riate "ublicit) mea(ure(G (ervicing committee(G communicating deci(ion( and "olic) to "artner(G (u""ort 0or t!e (election and a""rai(al "roce(( and "rovi(ion o0 advice to a""licant(G im"lementation o0 a common monitoring and evaluation 0ramework and "rovi(ion o0 regular monitoring re"ort(G "roduction o0 t!e annual re"ort( 0or t!e "rogrammeG re(earc! into 0uture labour market trend( to in0orm "rogramme develo"ment and t!e commi((ioning o0 relevant (tudie(8 (uc! a( a (tud) o0 t!e im"act o0 t!e li0elong learning (trateg)G and develo"ment o0 I'.

1#+

2!

TA INDICATIVE BUDGET

2.1 '!e indicative budget 0or t!e 'ec!nical ;((i(tance "rogramme i( $282318$.2 euro 0or t!e "eriod 2+++&2++ . '!i( amount( to nearl) P.1m at an eBc!ange rate o0 P1 [ +. 2 euro. 4al0 o0 t!i( budget8 P2...m8 !a( been di(tributed to t!e region( and P1+..m !a( been committed 0or national '; "roject(. ;( t!e "rogramme develo"(8 ot!er '; initiative( ma) evolve. <e !ave a""roBimatel) P1.m available 0or activitie( w!ic! (!ould be taken 0orward nationall) or 0or re&di(tribution to t!e region( i0 a""ro"riate. '!i( P1.m will need to take account o0 an) (igni0icant c!ange to t!e im"lementation o0 ESF8 (uc! a( co&0inancing. 2.2 '!e indicative ("end 0or t!e total '; budget i( (!own in t!e table below. '!e "ercentage breakdown between activitie( i( wit!in t!e limit( (et out in -ule 11 in t!e anneB to -egulation =E3> 2o 1 $.E2+++ ado"ted on 2$ Aul) 2+++. I"&)(*#)5/ S6/"& A(#)5)#, Publicit) E00ective deliver) Evaluation 1ood "ractice di((emination T%#*04 R/3)%"*0 P:..m P1 m K P.m P2...m P1...m P1+m P.m P.1m :.$C 1++C N*#)%"*0 P$.3m P+.#m P1..m U"(%++)##/& P#m P2m P1m T%#*04 P24.$m P1$.#m P2..m P/$(/"#*3/ 4$. C 3 .#C 4.:C

2ote 16 '!e 0igure( 0or regional breakdown between activitie( are be(t e(timate( a( we are (till awaiting in0ormation 0rom (ome region(. 2ote 26 P.m !a( been (et a(ide 0or good "ractice and di((emination w!ic! eBternal organi(ation( or region( will be invited to bid 0or. 2.3 '!e major di00icult) in identi0)ing (uitable '; "roject( bot! at national and regional level i( (ecuring t!e a""ro"riate matc! 0unding. Lar)ing t!e intervention rate and t!e u(e o0 volunteer time a( in&kind matc! 0unding are wa)( to overcome t!i( "roblem. 4owever8 we need to en(ure t!at t!e overall "rogramme intervention rate come( in at 4.C. O"tion( 0or t!e mec!ani(m 0or attracting '; could include6 tendering 0or a "roject under *0ES "rocurement "rocedure( w!ere *0EE would (u""l) t!e matc! 0undingG or calling 0or ESF "roject( w!ic! would !el" to deliver t!e overall (trateg) and w!ic! would "rovide t!eir own matc! 0unding.

'!e deci(ion on w!ic! route to take will de"end on t!e *0ES 0und( w!ic! can be u(ed a( matc!8 t!e nature o0 t!e "roject and t!e level o0 *0ES in"ut needed to deliver it. 2.4 <e "lan to u(e t!e '; budget to a""rove activitie( t!at 0all wit!in t!e

1#1

(co"e o0 t!e 0our activitie( identi0ied in "aragra"! 1.2. 3! CONCLUSION AND RECOMMENDATIONS

3.1 '!e ESF %nit i( committed to delivering t!e mea(ure( identi0ied in t!i( '; (trateg) 0or t!e Objective 3 o"erational "rogramme 2+++&2++ . *uring t!i( "eriod8 communication will "la) a central role in !el"ing to deliver an e00ective Objective 3 "rogramme. '!e region( will al(o "la) a vital role in t!i( deliver). ;ll 1O( are eB"ected to "roduce a regional '; (trateg) to identi0) mea(ure( to be taken in t!eir region( w!ic! (u""ort( or com"lement( national activit). 3.2 Over t!e la(t 0ew )ear( t!ere !a( been an increa(e in media coverage and in0ormation "rovi(ion about E% "rogramme(. 4owever8 we are re7uired to en(ure t!at t!e work o0 t!e Euro"ean Social Fund i( clearl) under(tood and t!at it ac!ieve( a !ig! "ro0ile. 3.3 '!e 1overnment@( intention to introduce a ()(tem o0 co&0inancing ESF ma) im"act on t!e '; (trateg). 3o&0inancing c!annel( ESF mone) and t!e re7uired matc! 0unding to "rovider( in a (ingle 0unding (tream. It would in0luence t!e 0uture (!a"e o0 ESF and we will need to take into con(ideration t!e re(ult( o0 t!e national con(ultation8 w!ic! i( currentl) taking "lace. ; *0EE 3o&0inancing Im"lementation 'eam i( eB"ecting to com"lete it( work in 2++1 and will need to con(ider t!e im"lication 0or ';. 3.4 ;( t!ere i( no 1B '; budget8 t!e England Objective 3 '; budget will al(o need to "rovide t!e a""ro"riate "ro"ortion o0 an) 1B wide activit). '!i( could 0or eBam"le include "ublicit) material or evaluation (tudie(. ;n) agreed activit) will be in line wit! t!e (co"e (et out in t!i( "a"er. 3.. '!e ,onitoring 3ommittee i( a(ked to agree6 t!e indicative allocation 0or eac! 0unding block8 and to review t!i( eac! )ear along wit! t!e annual "rogramme review or more 0re7uentl) in re("on(e to an) (igni0icant c!ange w!ic! relate( to "rogramme im"lementationG and t!e content o0 t!e anneBed (trateg) "a"er(8 and t!at eac! element (!ould be managed a( 0ollow(6 o t!e ESF %nit (!ould be given t!e nece((ar) delegated aut!orit) to a""rove "roject( under "ublicit) and e00ective deliver)G o t!e *0ES ;nal)tical Service( *ivi(ion =!aving agreed t!e overall (trateg) wit! t!e ,3> (!ould take deci(ion( on evaluation "roject( in con(ultation wit! t!e Evaluation Standing 1rou"G o activitie( under be(t "ractice and di((emination (!ould be 0unded 0rom a central "ot wit! t!e range o0 activit) agreed in advance wit! t!e ,38 and t!en managed b) t!e ESF %nitG and o t!e region( to take deci(ion( on regional '; activitie( wit!in a (imilar 0ramework. ESF *ivi(ion *ecember 2+++

1#2

ANNE> F PUBLICIT AND COMMUNICATIONS STRATEG 1! B*(.3$%'"&

1.1 '!e in0ormation and "ublicit) (trateg) 0or t!e England Objective 3 "rogramme re0lect( t!e re7uirement( o0 -egulation =E3> 2o 11.:E2+++ ado"ted on 3+ ,a) 2+++ on "ublicit) mea(ure( to be taken b) t!e ,ember State( over t!e "eriod 2+++&2++ . 1.2 '!e aim( are to6 1.3 rai(e awarene(( o0 ESF at national8 regional and local level(G make t!e general "ublic aware o0 t!e role "la)ed b) t!e Euro"ean %nionG maBimi(e vi(ibilit) o0 t!e 0und b) creating a more vi(ible unit) t!roug! con(i(tenc) o0 brandingG make "otential bene0iciarie( and trade organi(ation( aware o0 t!e o""ortunitie( a00orded b) ESFG and make (ure "rovider( are aware o0 t!eir obligation( to "ublici(e ESF.

'!e objective( o0 t!e (trateg) are to6 make (ure t!at ke) guidance obtain( t!e 3r)(tal ,ark o0 t!e Plain Engli(! 3am"aignG make available a""lication and "ublicit) material on t!e internetG "rovide core ESF me((age( 0or t!o(e involved in t!e deliver) o0 ESFG "rovide t!e mean( to co&ordinate web(ite in0ormationG continue to im"rove t!e a""lication( and a""roval c)cleG get t!e ESF me((age acro(( to more organi(ation( to im"rove t!e (tandard o0 a""lication(G "re(ent a "o(itive image w!ic! illu(trate( t!e (ucce(( o0 ESFG make a""licant( aware o0 ot!er ESF 0unded "roject( in t!eir area to 0acilitate better local targetingG develo" an e00ective di((emination (trateg) to take 0orward good "ractice and re(ult( o0 ESF evaluation activit)G and clari0) and rein0orce t!e relation(!i" between Objective 3 and E/%;9.

2!

T*$3/# G$%'64

2.1 '!e (trateg)@( objective( will be ac!ieved b) targeting ("eci0ic audience( wit! a variet) o0 di00erent mea(ure(. '!e 0ollowing li(t re"re(ent( t!e ke) grou"( to be targeted6

1#3

9ational media J regional and local media will be targeted t!roug! t!e region(G 8ri#ate 'e tor J mainl) S,E( but al(o general "romotion o0 ESF and it( bene0it( 0or bu(ine((e(G *du ation 'e tor J Furt!er Education8 4ig!er Education and =t!roug! t!e region(> (ub&grou"( o0 (tudent(8 teac!er( and t!o(e connected in t!e wider (en(e wit! educational e(tabli(!ment(G :oluntar( and +ommunit( 'e tor J a "riorit) will be organi(ation( working toward( e7ual o""ortunitie(G 8artner!18ro#ider! J t!e "eo"le and organi(ation( w!o are 0ormall) involved in t!e monitoring and running o0 t!e "rogrammeG 6eneral publi J targeted b) general "ublicit) material w!ic! rai(e( awarene(( o0 ESFG 6o#ernment 3epartment! J to en(ure t!e) are aware o0 "otential link( wit! ESF.

2.2 '!e(e target grou"( !ave been (elected to re0lect t!e aim( o0 t!e "rogramme and al(o to reac! be)ond t!o(e immediatel) a00ected b) ESF to rai(e awarene(( among(t a wider audience. 3! D/0)5/$,

3.1 In delivering t!e "ublicit) (trateg)8 ESF *ivi(ion intend( to work clo(el) and in con(ultation wit! t!e Euro"ean 3ommi((ion8 regional 1overnment O00ice(8 3o&0inancing Organi(ation(8 national =and to a certain eBtent regional> "artner(8 (ector re"re(entative( and "roject o"erator(. 3.2 '!e *ivi(ion@( Polic) 'eam will !ave re("on(ibilit) 0or t!e monitoring and co&ordination o0 "ublicit) mea(ure( at a national level. '!e) will al(o advi(e t!e managing aut!oritie( in t!e region( on t!e im"lementation o0 all in0ormation and "ublicit) mea(ure(. 3.3 ;ll "rovider( will be i((ued wit! com"re!en(ive and clear guidance (o t!at t!e) can 0ul0il t!eir own "ublicit) re7uirement( relating to individual "roject(. '!i( will continue to be (ti"ulated in t!e anneBe( o0 contract( i((ued b) 1O(. 4! A(#)5)#)/4

4.1 '!e table on t!e neBt two "age( detail( t!e main "lan o0 activitie( 0or t!e "ublicit) (trateg). ,an) ot!er activitie( and o""ortunitie( will ari(e a( t!e work o0 t!e ESF *ivi(ion develo"( 0rom )ear to )ear. FleBibilit) and ada"tabilit) will be im"ortant and c!ange ma) evolve naturall) t!roug! a learning "roce((.

1#4

5!

M%")#%$)"3 *"& E5*0'*#)%"

..1 ,onitoring o0 t!e im"lementation o0 t!e 3ommunication ;ction Plan will take "lace t!roug!6 an ongoing interaction wit!8 and con(ideration o08 "ublic view( t!roug! t!e 0eedback 0acilit) on t!e web(iteG regular di(cu((ion( wit! intere(ted "artie(8 in "articular bene0iciar) organi(ation(G t!e monitoring o0 "re(( and media coverageG and t!e "re(entation o0 an annual re"ort on "ublicit) and in0ormation activit) to t!e England ,onitoring 3ommittee along(ide t!e "rogramme annual re"ort.

1#.

COMMUNICATIONS ACTION PLAN ACTIONDACTIVIT OBJECTIVES TARGET GROUP RESPONSIBILIT TIMETABLE FOR EVALUATION FOR IMPLEMENTATION CRITERIA IMPLEMENTATION AND FUNDING ESF Polic) 'eam. Ongoing 'ec!nical management b) *<P =3omm(>. ,onitor web(ite F!it(@8 en7uirie( to ESF %nit 0ollowing F!it(@.

1. '!e ESF web(ite J to maintain an umbrella web(ite 0or ESF in t!e %?8 w!ic! co&ordinate( t!e current "let!ora o0 in0ormation available t!roug! ot!er web(ite( linked to ESF. '!i( en(ure( t!at t!ere i( a con(i(tent a""roac!8 inter"retation and level o0 under(tanding acro(( all "art( o0 t!e %? regardle(( o0 location and (ector. '!e (ite meet( t!e need( o0 a wide audience8 0rom 0und admini(trator( (uc! a( 1overnment O00ice(8 to 3FO(8 t!o(e delivering "roject(8 and t!e general "ublic. 2. ESF 2ew(letter J to "roduce a 7uarterl) 1 "age new(letter to enable t!e *ivi(ion to communicate directl) wit! a""licant( on a variet) o0 ESF i((ue( including "olic) develo"ment( and o"erational

'o "rovide a common re(ource databa(e o0 in0ormation and new(G to "rovide an ea() acce(( !el" and in0ormation "oint 0or allG and to co&ordinate and (im"li0) internal communication "roce((e(.

;""licant(8 general "ublic8 all Euro"ean contact(8 1O(8 3FO(8 all "artner(.

'o o00er an e00ective8 "ractical mean( o0 giving an overview o0 activit) and circulating develo"ment(G to !ig!lig!t Fbe(t "ractice@.

;ll national and ESF* Polic) 'eam. Ongoing regional Editorial and "artner(8 "roduction b) 3*S. 3FO(8 "roject "rovider(8 member( o0 t!e "ublic.

Feedback on web(ite8 "artner comment(.

1#

ACTIONDACTIVIT

OBJECTIVES

TARGET GROUP

RESPONSIBILIT TIMETABLE FOR EVALUATION FOR IMPLEMENTATION CRITERIA IMPLEMENTATION AND FUNDING *ec 2++3 Feedback (!eet( 0rom event. Feedback 0rom t!e 0ield on "roduct(.

matter(. 3. Objective 3 "rogramme J 'o (!are good "ractice 1O(8 "artner(8 ESF* Polic) 'eam national (eminar. among(t "artner(. 3FO(8 evaluator(. 4. ESF* 3or"orate Identit) 'o develo" t!e *ivi(ion@( ESF* "roject. cor"orate image and e(tabli(! a S!ou(e (t)leT 0or all t!e *ivi(ion@( communication(. 'o develo" a new ESF logo 0or new "rogramme. .. ,edia liai(on J "re(( relea(e( 'o en(ure (u00icient media to be i((ued a( a""ro"riate. coverage o0 ke) event(G to en(ure t!e media are em"lo)ed to good e00ect in awarene(( rai(ing 0or t!e "rogramme. . ESF "romotional video.

ESF* Polic) 'eam8 Ongoing wit! tec!nical (u""ort 0rom 3*S.

,edia8 general ESF*8 1O( and Ongoing "ublic8 "rivate *<P Pre(( O00ice. (ector =bu(ine((e(>.

2umber o0 article( in t!e media.

'o "roduce a 1. minute ;ttendee( at ESF* and *<P. video covering all ESF (eminar in "rioritie( and %? wide. *ecember and wider audience later.

*ec 2++3

3omment( 0rom delegate(.

1##

ACTIONDACTIVIT

OBJECTIVES

TARGET GROUP

RESPONSIBILIT TIMETABLE FOR EVALUATION FOR IMPLEMENTATION CRITERIA IMPLEMENTATION AND FUNDING Feedback 0rom t!e 0ield.

#. Publication( J "roduction o0 'o "rovide a (uccinct lea0let(8 booklet(8 be(t "ractice overview on ESFG to guide(. !ig!lig!t be(t "ractice "roject(G to "romote be(t "ractice. $. *i("la) material( and "o(ter( J develo"ment o0 new di("la) (tand( 0or u(e at con0erence event(G "roduction o0 new "o(ter( 0or u(e b) a""licant(. :. <eb on&line documentation and a""lication 0orm( J 3r)(tal marking =b) Plain Engli(! 3am"aign> o0 ke) document(. 'o enable a (trong ESF "re(ence at national event(G to a((i(t a""licant( in e00ectivel) "ublici(ing t!e 0und(.

Partner(8 ESF Polic) 'eam8 Ongoing 3FO(8 wit! 3*S. a""licant(8 general "ublic. Partner(8 ESF Polic) 'eam8 Ongoing 3FO(8 wit! 3*S. a""licant(8 general "ublic. ESF Bu(ine(( October 2+++. *evelo"ment 'eam

Feedback 0rom event(.

'o make t!e a""lication 3FO(8 0orm more acce((ibleG to a""licant(. make guidance documentation more ea(il) under(tood.

Feedback 0rom t!e 0ield and via t!e web(ite. Evaluation built into t!e (co"e o0 t!e "roject. Feedback 0rom t!e 0ield.

1+. 2ational '; Publicit) "roject 'o "ublici(e ESF 1eneral "ublic8 ESF Polic) J ;dult 9earner(@ <eek. along(ide national ;9< "otential and 2I;3E initiativeG "romote ESF a""licant(. award winner( 0or adult learning.

'eam Ongoing eac! )ear

11. Production and i((ue o0 'o en(ure "lacement at 1eneral "ublic. ESF Polic) 'eam8 Ongoing commemorative "la7ue(. (ite( acce((ible to t!e wit! 3*S "ublic.

1#$

ANNE> G ESF PUBLICIT IN 2004 1> 2ational 9earning and Skill( 3ouncil Booklet 2> 2ational Aobcentre Plu( Booklet( 3> ESF 2ew( maga5ine6 ,arc!8 Aune8 Se"tember8 *ecember 2++4 4> -egional ESF maga5ine( .> 9ocal Pre(( ;rticle(6 October to *ecember 2++4

1#:

ANNE> H ENGLAND OBJECTIVE 3 MONITORING COMMITTEE PAPERS IN 2004 PAPER NO SUBJECT AUTHOR

+3EE21E+1&+4 +3EE21E+2&+4 +3EE21E+3&+4

F/-$'*$, 19 +//#)"3 )" S2/77)/0& Final date( 0or ESF activit) and Steve ;rnott eB"enditure in t!e "rogramme mid&term review Steve ;rnott ,inute( o0 Feb 1: meeting ,artin Fearn(

M*$(2 25 +//#)"3 )" S2/77)/0& +3EE21E+4&+4 Programme "er0ormance Steve ;rnott +3EE21E+.&+4 Evidence re7uirement( 0or 3FO (ub& 1raeme <ater!ou(e contractor( +3EE21E+ &+4 E7ual o""ortunitie( *uncan 3arnie +3EE21E+#&+4 ,inute( o0 ,ar 2. meeting ,artin Fearn( +3EE21E+$&+4 +3EE21E+:&+4 +3EE21E1+&+4 +3EE21E11&+4 +3EE21E12&+4 +3EE21E13&+4 +3EE21E14&+4 +3EE21E1.&+4 +3EE21E1 &+4 +3EE21E1#&+4 J'"/ 24 +//#)"3 )" L%"&%" ;nnual Im"lementation -e"ort 2++3 'on) ,c,a!on =<ritten "rocedure> Programme "er0ormance Steve ;rnott E7ual o""ortunitie( *uncan 3arnie 'ec!nical a((i(tance Steve ;rnott ,inute( o0 Aune 24 meeting ,artin Fearn( O(#%-/$ ? +//#)"3 )" S2/77)/0& Programme "er0ormance Steve Brigg( E7ual o""ortunitie( *uncan 3arnie Publicit) u"date Aame( -itc!ie nd 3o&0inancing 2 evaluation re"ort ?en 9ambert ,inute( o0 Oct # meeting ,artin Fearn(

D/(/+-/$ 2 +//#)"3 )" L%"&%" +3EE21E1$&+4 Programme 3om"lement =<ritten 'on) ,c,a!on "rocedure> +3EE21E1:&+4 Programme "er0ormance Ian 3!a"man +3EE21E2+&+4 E7ual o""ortunitie( *uncan 3arnie +3EE21E21&+4 %? Pre(idenc) 0orward look *avid Oatle) +3EE21E22&+4 -evi(ed 0inal date 0or "rogramme =<ritten Steve Brigg( "rocedure> +3EE21E23&+4 -e"ort on 2++4 2ational Project( bidding Steve Brigg( round =<ritten "rocedure> +3EE21E24&+4 ,inute( o0 *ec 2 meeting ,artin Fearn(

1$+

ANNE> I APPROVED ESF CO-FINANCING ORGANISATIONS IN ENGLAND

-egion 2ort! Ea(t

Organi(ation

2ort!umberland 9earning and Skill( 3ouncil ')ne and <ear 9earning and Skill( 3ouncil 3ount) *ur!am 9earning and Skill( 3ouncil 'ee( Lalle) 9earning and Skill( 3ouncil Aobcentre Plu( 2ort! <e(t 3umbria 9earning and Skill( 3ouncil 9anca(!ire 9earning and Skill( 3ouncil 1reater ,er(e)(ide 9earning and Skill( 3ouncil 1reater ,anc!e(ter 9earning and Skill( 3ouncil 3!e(!ire and <arrington 9earning and Skill( 3ouncil Aobcentre Plu( Hork(!ire and 2ort! Hork(!ire 9earning and Skill( 3ouncil t!e 4umber <e(t Hork(!ire 9earning and Skill( 3ouncil Sout! Hork(!ire 9earning and Skill( 3ouncil 4umber(ide 9earning and Skill( 3ouncil Aobcentre Plu( Ea(t ,idland( *erb)(!ire 9earning and Skill( 3ouncil 2otting!am(!ire 9earning and Skill( 3ouncil 9incoln(!ire and -utland 9earning and Skill 3ouncil 9eice(ter 9earning and Skill( 3ouncil 2ort!am"ton(!ire 9earning and Skill( 3ouncil 9incoln(!ire 3ount) 3ouncil Aobcentre Plu( <e(t ,idland( Birming!am and Soli!ull 9earning and Skill( 3ouncil '!e Black 3ountr) 9earning and Skill( 3ouncil 3oventr) and <arwick(!ire 9earning and Skill( 3ouncil 4ere0ord and <orce(ter(!ire 9earning and Skill( 3ouncil S!ro"(!ire 9earning and Skill( 3ouncil Sta00ord(!ire 9earning and Skill( 3ouncil Birming!am 3it) 3ouncil <al(all ,etro"olitan Boroug! 3ouncil Aobcentre Plu( Ea(t o0 England Bed0ord(!ire and 9uton 9earning and Skill( 3ouncil -egion 3ambridge(!ire 9earning and Skill( 3ouncil E((eB 9earning and Skill( 3ouncil 4ere0ord(!ire 9earning and Skill( 3ouncil 2or0olk 9earning and Skill( 3ouncil Su00olk 9earning and Skill( 3ouncil Ea(t o0 England *evelo"ment ;genc) Bed0ord(!ire 3ount) 3ouncil E((eB 3ount) 3ouncil Aobcentre Plu( 9ondon 9ondon 2ort! 9earning and Skill( 3ouncil 9ondon <e(t 9earning and Skill( 3ouncil
1$1

Sout! <e(t

Sout! Ea(t

9ondon 3entral 9earning and Skill( 3ouncil 9ondon Ea(t 9earning and Skill( 3ouncil 9ondon Sout! 9earning and Skill( 3ouncil Bu(ine(( 9ink 0or 9ondon ;((ociation o0 9ondon 1overnment Aobcentre Plu( Sout! 9ondon 3onneBion( 9td 9ondon *evelo"ment ;genc) Bournemout!8 *or(et and Poole 9earning and Skill( 3ouncil *evon and 3ornwall 9earning and Skill( 3ouncil 1louce(ter(!ire 9earning and Skill( 3ouncil Somer(et 9earning and Skill( 3ouncil <ilt(!ire and Swindon 9earning and Skill( 3ouncil <e(t o0 England 9earning and (kill( 3ouncil Swindon Boroug! 3ouncil <ilt(!ire 3ount) 3ouncil Aobcentre "lu( Berk(!ire 9earning and Skill( 3ouncil 4am"(!ire and t!e I(le o0 <!ite 9earning and Skill( 3ouncil ,ilton ?e)ne(8 OB0ord(!ire and Bucking!am(!ire 9earning and Skill( 3ouncil Surre) 9earning and Skill( 3ouncil Su((eB 9earning and Skill( 3ouncil ?ent and ,edwa) 9earning and Skill( 3ouncil Aobcentre Plu( Sout! Ea(t o0 England *evelo"ment ;genc)

1$2