Commission Delegated Regulation (EU) 2019/697 of 14 February 2019 amending Delegated Regulation (EU) 2015/2195 on supplementing Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund, regarding the definition of standard scales of unit costs and lump sums for reimbursement of expenditure by the Commission to Member States
Commission Delegated Regulation (EU) 2019/697 of 14 February 2019 amending Delegated Regulation (EU) 2015/2195 on supplementing Regulation (EU) No 1304/2013 of the European Parliament and of the Council on the European Social Fund, regarding the definition of standard scales of unit costs and lump sums for reimbursement of expenditure by the Commission to Member States
Data as of 2026-07-04 · Compiled from an official source version. Later amendments or repeals may not be reflected; the official text prevails. · Read the official text ↗
Regulation (EU) 2015/2195 is amended as follows:
(1)
Annex II is replaced by the text in Annex I to this Regulation;
(2)
Annex III is replaced by the text in Annex II to this Regulation;
(3)
Annex V is replaced by the text in Annex III to this Regulation;
(4)
Annex VI is replaced by the text in Annex IV to this Regulation;
(5)
Annex IX is replaced by the text in Annex V to this Regulation;
(6)
Annex XVI is replaced by the text in Annex VI to this Regulation;
(7)
Annex XIX is replaced by the text in Annex VII to this Regulation.
ANNEX I
‘ANNEX II
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to France
1. Definition of standard scales of unit costs
Type of operations
Indicator name
Category of costs
Measurement unit for the indicator
Amounts (in EUR)
1.
“Garantie Jeunes” supported under priority axis 1 “Accompagner les jeunes NEET vers et dans l'emploi” of the operational programme “PROGRAMME OPÉRATIONNEL NATIONAL POUR LA MISE EN ŒUVRE DE L'INITIATIVE POUR L'EMPLOI DES JEUNES EN METROPOLE ET OUTRE-MER” (CCI-2014FR05M9OP001)
Young NEET ( 1 ) with a positive result under “Garantie Jeunes” at the latest 12 months following the start of coaching
—
allowances paid to the participant;
—
activation costs incurred by the “missions locales”
Number of young NEETs who have one of the following results at the latest 12 months following the start of the coaching:
—
entered vocational skills training leading to a certification, whether by:
—
entering training in lifelong learning; or
—
entering basic training;
or
—
started a company; or
—
found a job; or
—
has spent at least 80 working days in a (paid or not) professional environment
6 400
2.
Training for the unemployed provided by accredited training organisations and supported by the Operational Programme Ile-de-France (CCI 2014FR05M0OP001)
Participants with a successful outcome following a training course.
All eligible costs of the operation.
Number of participants with one of the following outcomes following a training course:
—
received a diploma or a confirmation of acquired competencies at the end of their training course;
—
found a job of at least one month duration;
—
inscribed in a further professional training course;
—
re-inscribed in their previous school curriculum after an interruption; or
—
gained access to a formal validation process of their aquired competencies.
If a participant achieves more than one succesful outcome following the training course, this shall only give rise to the reimbursement of one amount for that training.
Category
Sector
Amount
1
Healthcare
3 931
Safety of goods and people
2
Cultural, sports and leisure activities
4 556
Services to people
Handling of soft materials
Agri-food, cooking
Trade and sales
Hosting, hotel industry, catering
Health and safety at work
3
Secretarial and office automation training
5 695
Social work
Electronics
Hairdressing, beauty and wellness
Vehicle and equipment maintenance
Transport, handling, storing
4
Agriculture
7 054
Environment
Building and public works
Printing and publishing techniques
3.
Training for the unemployed provided by accredited training organisations and supported by the following Operational Programmes:
Rhône-Alpes (CCI 2014FR16M2OP010)
and
Auvergne (CCI 2014FR16M0OP002)
Participants with a successful outcome following a training course.
All eligible costs of the operation.
Number of participants with one of the following outcomes following a training course:
—
received a diploma which is officially endorsed by a professional representation organisation or government office;
—
received a confirmation of acquired competencies at the end of their training course;
—
found a job;
—
inscribed in a further professional training course;
—
re-inscribed in their previous school curriculum after an interruption; or
—
gained access to a formal validation process of their aquired competencies.
For category 5, additionally, number of participants with a successful outcome as described above who are entitled to receive an allowance from the Region Auvergne-Rhône-Alpes ( 2 ) .
If a participant achieves more than one succesful outcome following the training course, this shall only give rise to the reimbursement of one amount for that training.
Category
Sector
Amount
1
Transport, logistics, and tourism
4 403
Banking, insurance
Management, business administration, creation of enterprises
Services for individuals and communities
2
Health and social work, recreational, cultural and sporting activities
5 214
Restaurant, hotel and food industries
Trade
Handling of soft materials and wood; graphic industries
3
Building and public works
7 853
Process industries
Mechanics, metal working
Agriculture, marine, fisheries
Communication, information, art and entertainment
4
Maintenance
9 605
Electricity, electronics
IT and telecommunication
5
Allowances
1 901
4.
Qualifying and Professional Training under the Operational Programme “ESF La Réunion” (CCI 2014FR05SFOP005) – priority axis1. Foster the development of a knowledge-based, competitive and innovative society.
Provisison of training leading to a qualification, skill or certification.
All eligible costs of the operation.
Number of complete month ( 3 ) per participant with one of the following outcomes during or at the end of a training course:
—
received a diploma which is officially endorsed by a professional representation organisation or government office;
—
received a confirmation of acquired competencies during or at the end of their training course;
category
amount
A1
3 131
B1
4 277
C1
2 763
D1
2 470
D2
2 332
D3
3 465
E1
2 841
E2
3 392
E3
2 569
F1
2 319
F2
2 990
F3
2 910
G1
2 381
5.
Adult Prequalification Vocational Training under the Operational Programme ESF La Réunion (CCI 2014FR05SFOP005) - priority axis 1. Foster the development of a knowledge-based, competitive and innovative society.
Provision of vocational training leading to access to qualifying or professional training.
All eligible costs of the operation.
Number of complete month per participant with one of the following outcomes during or at the end of a training course:
—
received a confirmation of acquired competencies during or at the end of their training course;
—
gained access to a further professional training course.
category
amount
H1
2 805
2. Adjustment of amounts
The amount of unit cost 1. is based partly on a standard scale of unit cost funded entirely by France. Out of the 6 400 EUR, 1 600 EUR correspond to the standard scale of unit cost set out by the “instruction ministérielle du 11 octobre 2013 relative à l'expérimentation Garantie Jeunes prise pour l'application du décret 2013-80 du 1 er octobre 2013 ainsi que par l'instruction ministérielle du 20 mars 2014
” to cover the costs borne by the Youth Public Employment Services “Missions Locales” to coach each NEET entering the “Garantie Jeunes”.
Unit cost 1. shall be updated by the Member State in line with adjustments under national rules to the standard scale of unit cost of 1 600 EUR mentioned in paragraph 1 above that covers the costs borne by the Youth Public Employment Services.
The amount of unit costs 2. and 3. are based on publicly procured prices for training hours in the respective fields and geographical areas. These amounts will be adjusted when the procurement process for the underlying training courses is repeated according to the following formula:
New price (excl. VAT) = Old price (excl. VAT) × (0,5 + 0,5 × Sr/So)
Sr is the index of employed persons INSEE (identifier 1567446) of the last monthly publication at the date of the adjustement
So is the index of employed persons INSEE (identifier 1567446) of the monthly publication at the date of submission of the tender for the first adjustment; then, for the following adjustements, it refers to the monthly publication of the anniversary date of the submission of the tender.
The amounts of the unit costs 4 and 5 may be adjusted based on the Reunion inflation rate (INSEE index) – reference year 2017.
’
( 1 ) Young person not in employment, education or training that participates in an operation supported by the “PROGRAMME OPÉRATIONNEL NATIONAL POUR LA MISE EN ŒUVRE DE L'INITIATIVE POUR L'EMPLOI DES JEUNES EN METROPOLE ET OUTRE-MER”.
( 2 ) The entitlement to receive an allowance is regulated in decree n°88-368 of 15 April 1988 modified by decree n°2002-1551 of 23 December 2002.
( 3 ) Including the months in a training centre or within an enterprise.
ANNEX II
‘ANNEX III
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Czechia
1. Definition of standard scales of unit costs
Type of operations
Indicator name
Category of costs ( 1 )
Measurement unit for the indicator
Amounts
(in national currency CZK unless otherwise mentioned)
1.
Establishment of a new childcare facility under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Newly created place in a new childcare facility
—
purchase of equipment for a childcare facility;
—
management of project phase focused on creating the facility.
Number of newly created places in a new childcare facility ( 2 )
20 544 incl. VAT, or 17 451 excl. VAT
2.
Transformation of an existing facility to a children's group under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Transformed place in a children's group ( 3 )
—
purchase of equipment for a transformed facility;
—
purchase of teaching aids;
—
management of project phase focused on transforming the facility
Number of transformed places in a children's group ( 4 )
9 891 incl. VAT, or 8 642 excl. VAT
3.
Operating a childcare facility under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Occupancy per place in a childcare facility
—
salaries of teaching and non-teaching staff,
—
operation of the childcare facility,
—
management of the operation
Occupancy rate ( 5 )
730 ( 6 )
4.
Upskilling of caregivers under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Achievement of a qualification as caregiver in a childcare facility
—
training and examination for professional qualification
Number of persons who obtain a certification of professional qualification as caregiver in a childcare facility
14 760
5.
Lease of premises for childcare facilities under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Occupancy per place in a childcare facility
—
Rent of the premises for a childcare facility
Occupancy rate ( 7 ) .
64 ( 8 )
6.
Further external professional training of employees under Priority Axis 1 of Operational Programme Employment, (2014CZ05M9OP001)
One hour (60 minutes) of participation of an employee in an external training course on general information technologies (IT)
All eligible costs, including:
—
Direct costs of providing training;
—
Indirect costs;
—
Wages for participants.
Number of completed hours per employee.
324
7.
Further external professional training of employees under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001)
One hour (60 minutes) of participation of an employee in an external training course on soft and managerial skills
All eligible costs, including:
—
Direct costs of providing training;
—
Indirect costs;
—
Wages for participants.
Number of completed hours per employee.
593
8.
Further external professional training of employees under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001)
One hour (60 minutes) of participation of an employee in external language training courses
All eligible costs, including:
—
Direct costs of providing training;
—
Indirect costs;
—
Wages for participants.
Number of completed hours per employee
230
9.
Further external professional training of employees under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001)
One hour (60 minutes) of participation of an employee in a training course in specialised IT
All eligible costs, inlcuding:
—
Direct costs of providing training;
—
Indirect costs;
—
Wages for participants.
Number of completed hours per employee
609
10.
Further external professional training of employees under Priority Axis 1 of the Operational Programme Employment (2014CZ05M9OP001)
One hour (60 minutes) of participation of an employee in an external training course in accountancy, economy and law
All eligible costs, including:
—
Direct costs of providing training;
—
Indirect costs;
—
Wages for participants.
Number of completed hours per employee
436
11.
Further external professional training of employees under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001)
One hour (60 minutes) of participation of an employee in external technical and other professional training
All eligible costs, including:
—
Direct costs of providing training;
—
Indirect costs;
—
Wages for participants.
Number of completed hours per employee
252
12.
Further internal ( 9 ) professional training of employees under Priority Axis 1 of Operational Programme Employment (2014CZ05M9OP001)
One hour (60 minutes) of participation of an employee in a training course provided by an internal trainer in any of the following areas:
—
general information technologies (IT)
—
soft and managerial skills
—
languages
—
specialised IT
—
accountancy, economy and law
—
technical and other professional.
All eligible costs, including:
—
Direct staff costs;
—
Indirect costs;
—
Wages for participants.
Number of completed hours per employee
144
13.
Support provided by non-permanent personnel to school/educational facility under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
0,1 full-time equivalent (FTE) worked as a school psychologist and/or a specialised school pedagogue per month
All eligible costs, including, direct staff costs
Number of 0,1 FTE worked per month
5 871
14.
Support provided by non-permanent personnel to school/educational facility under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
0,1 FTE worked by a school assistant and/or social pedagogue per month.
All eligible costs, including direct staff costs
Number of 0,1 FTE worked per month
School assistant: 3 617
Social pedagogue: 4 849
15.
Support provided by non-permanent personnel to school/educational facility under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
0,1 FTE worked by a nanny per month
All eligible costs, including direct staff costs.
Number of 0,1 FTE worked per month
3 402
16.
Provision of extracurricular activity for children/pupils at risk of school failure under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Provision of a block of 16 lessons of extracurricular activities with a duration of 90 minutes per lesson provided to a group of at least 6 children/pupils of which 2 are at risk of school failure.
All eligible costs, including direct staff costs.
Number of completed blocks of 16 lessons with a duration of 90 minutes per lesson provided to a group of at least 6 children/pupils of which 2 are at risk of school failure.
17 833
17.
Supporting pupils at the risk of school failure through tutoring under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Provision of a block of 16 hours of tutoring to a group of at least 3 registered pupils at risk of school failure.
All eligible costs, including direct staff costs.
Number of completed blocks of 16 hours provided to a goup of at least 3 registered pupils at risk of school failure.
8 917
18.
Professional development of pedagogues through structured training courses under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Hours of professional training provided to pedagogues.
All eligible costs, including direct costs of providing training.
Number of completed hours of training per pedagogue
1)
435 for training inside regular class time
2)
170 for training outside regular class time
19.
Provision of information to parents through meetings under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001)
Thematic meeting with a minimum of eight parents for a minimum duration of two hours (120 minutes).
All eligible costs, including direct staff costs.
Number of thematic meetings with a minimum of eight parents for a minimum duration of two hours (120 minutes)
3 872
20.
Professional development of pedagogues in schools and educational facilities under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Block of 30 hours of external mentoring/coaching to a group of between 3 and 8 pedagogues.
All eligible costs, including direct staff costs.
Number of completed blocks of 30 hours mentoring/coaching to a group of between 3 and 8 pedagogues.
31 191
21.
Professional development of pedagogues in schools and educational facilities under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Training cycle of 15 hours of structured job-shadowing by a pedagogue
All eligible costs, including direct staff costs.
Number of completed training cycles of 15 hours per pedagogue undertaking a structured visit to another pedagogue in another school.
4 505
22.
Professional development of pedagogues in schools and educational facilities under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Cycle of 10 hours of training through mutual cooperation involving a group of at least 3 pedagogues.
All eligible costs, including direct staff costs.
Number of completed training cycles of 10 hours involving a group of at least 3 pedagogues.
8 456
23.
Professional development of teaching staff of school/educational facility under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Tandem lesson ( 10 ) of 2,75 hours.
All eligible costs, including direct staff costs:
Number of completed tandem lessons
815
24.
Professional development of pedagogues of school/educational facility under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Cycle of 19 hours of mutual cooperation and learning involving an expert and 2 pedagogues.
All eligible costs, including direct staff costs.
Number of completed cycles of 19 hours involving an expert and 2 other pedagogues.
5 637
25.
Career advice services in schools and cooperation between schools and employers under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
0,1 FTE worked per month by a career advisor and/or a coordinator of cooperation between a school and employers.
All eligible costs, including direct staff costs
Number of 0,1 FTE worked per month
4 942
26.
Professional development of pedagogues of school/educational facility under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Training cycle of 8,5 hours involving structured job-shadowing by a pedagogue and a mentor.
All eligible costs, including direct staff costs
Number of completed training cycles of 8,5 hours per structured visit to an institution/company/facility.
2 395
27.
Professional competence development of pedagogues under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001) and Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001).
Cycle of 3,75 hours or 4 cycles of 3,75 hours of training involving a pedagogue and expert/ICT technician.
All eligible costs, including direct staff costs
Number of completed training cycles of 3,75 hours involving a pedagogue and expert/ICT technician.
One Cycle: 1 103
Four Cycles: 4 412
28.
Mobility of researchers under priority axis 2 of Operational Programme Research, Development and Education (2014CZ05M2OP001).
Months in mobility per researcher.
All eligible costs of the operation.
Number of months in mobility per researcher.
Components
Amount ( 11 ) (EUR)
Living Allowance (for incoming mobility to CZ)
Junior
2 674
Senior
3 990
The amounts of Living Allowance for outgoing mobility from CZ shall be calculated by multiplying the amounts for incoming mobility by the relevant correction co-efficient listed in point 3 below, depending on destination country.
Mobility allowance
600
Family allowance
500
Research, training and networking costs
800
Management and Indirect Costs
650
29.
Supporting pupils with different mother tongue, teachers or parents through the assistance of an Intercultural Worker or Bilingual Assistant under Priority Axis 4 of Operational Programme Prague Growth Pole (2014CZ16M2OP001).
1)
0,1 FTE worked per month by an Intercultural Worker ( 12 ) or Bilingual Assistant.
2)
One hour (60 minutes) worked by an Intercultural Worker ( 13 ) .
All eligible costs of the operation.
1)
Number of 0,1 FTE worked by an Intercultural Worker or Bilingual Assistant per month.
2)
Number of hours worked by an Intercultural Worker.
1)
Intercultural Worker: 5 373
Bilingual Assistant: 4 464
2)
Intercultural Worker: 308
30.
Transnational mobility projects for the training of educational staff under Priority Axis 4 “Education and learning and support of Employment” of Operational Programme Prague Growth Pole (2014CZ16M2OP001).
A 4-day traineeship for educational staff in a school in another European State consisting of at least 24 hours of educational activities.
All eligible costs of the operation, which are:
1)
Salaries for participants;
2)
Costs associated with organising the traineeship in the host and sending school.
3)
Travel and subsistence costs;
Number of 4-day traineeships participated in by educational staff in a school in another European State.
1)
5 087
2)
EUR 350
3)
To these amounts for each 4-day traineeship may be added an amount per participant to cover travel and subsistence costs as follows:
Travel costs depending on distance as follows ( 14 ) :
Amount
10 - 99 km:
EUR 20
100 - 499 km:
EUR 180
500 - 1 999 km:
EUR 275
2 000 - 2 999 km:
EUR 360
3 000 - 3 999 km:
EUR 530
4 000 - 7 999 km:
EUR 820
8 000 km and above:
EUR 1 300
Subsistence costs , depending on country as follows:
Amount
Denmark, Ireland, Norway, Sweden, United Kingdom
EUR 448
Belgium, Bulgaria, Greece, France, Italy, Cyprus, Luxembourg, Hungary, Austria, Poland, Romania, Finland,
EUR 392
Germany, Spain, Latvia, Malta, Portugal, Slovakia,
EUR 336
Estonia, Croatia, Lithuania, Slovenia.
EUR 280
31.
Developing information and communications technology (ICT) skills of pupils and staff in school/educational facilities under Priority axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Lesson of 45 minutes using ICT tools, with a minimum of 10 pupils of which at least 3 are at risk of school failure.
All eligible costs of the operation, including direct ICT costs and direct staff costs
Number of lessons of 45 minutes with a minimum of 10 pupils of which at least 3 are at risk of school failure.
2 000
32.
Professional development of teaching staff under Priority Axis 3 of Operational Programme Research, Development and Education (2014CZ05M2OP001)
Project day consisting of cooperative teaching by teaching staff
All eligible costs, including travel costs and direct staff costs
Number of project days of cooperative teaching, which meet the following requirements:
—
consisting of 4 lessons of 45 minutes each of teaching outside the normal school environment
—
to a group of at least 10 students, of which at least 3 are at risk of school failure, complemented by at least 60 minutes of joint preparation and reflection
6 477
2. Adjustments of amounts.
The rate for unit costs 6-11 may be adjusted by replacing the initial minimum wage rate in the calculation method that consists of the minimum wage, the cost for provision of training and indirect costs.
The rate for unit cost 12 may be adjusted by replacing the initial direct staff costs, including social security and health contributions, and/or the wages for participants, including social security and health contributions in the calculation method that consists of direct staff costs, including social security and health contributions and/or the wages for participants, including social security and health contributions.
The rate for unit costs 13-17, 19-27, and 29 may be adjusted by replacing the initial direct staff costs, including social security and health contributions, in the calculation method that consists of direct staff costs, including social security and health contributions, plus indirect costs.
The rate for unit cost 18 may be adjusted by replacing the salaries for participants, including social security and health contributions in the calculation method that consists of the cost for provision of training plus salaries for participants, including social security and health contributions, plus indirect costs.
The rates for unit cost 28 may be adjusted by replacing the amounts for Living Allowance, Mobility allowance, Family allowance, Research, training and networking costs Management and Indirect Costs.
The rate for unit cost 30 may be adjusted by replacing the initial direct staff costs, including social security and health contributions, the costs associated with organising the traineeship in the host and sending school, and the travel and subsistence costs in the calculation method that consists of direct staff costs, including social security and health contributions, the costs associated with organising the traineeship in the host and sending school, and the travel and subsistence costs.
The rate for unit cost 32 may be adjusted by replacing the amount for travel in the calculation method that consists of direct costs for travel, plus direct staff costs, plus indirect costs.
Adjustments will be based on the updated data as follows:
—
for the minimum wage, amendments to the minimum wage as set by government decree no. 567/2006 Coll;
—
for social security contributions, amendments to employers' contributions to social security, defined in Act no. 589/1992 Coll. on social security; and
—
for health contributions, amendments to employers' contributions to health insurance, defined in Act no. 592/1992 Coll. on premiums for health insurance.
—
For average salaries to determine wages/staff costs, changes to the latest annual published data for relevant categories from the average earnings informational system (www.ISPV.cz).
—
For Living Allowance, Mobility allowance, Family allowance, Research, training and networking costs Management and Indirect Costs, amendment to rates for the HORIZON 2020 – Marie Skłodowska-Curie Actions as published at https://ec.europa.eu/research/mariecurieactions/
—
For travel, subsistence and organisational costs under unit cost 30, amendments to the amounts for travel and organisational costs as well as individual support set by the European Commission for Key Action 1 (mobility projects) under the Erasmus+ programme (http://ec.europa.eu/programmes/erasmus-plus/).
—
For travel under unit cost 32, amendments to the amounts for travel between 10 and 99 kilometres as set out in the “distance calculator” of the Erasmus+ programme (http://ec.europa.eu/programmes/erasmus-plus/resources/distance-calculator_en).
3. Table of Coefficients related to outgoing mobility of researchers
Country
Correction coefficient
Country
Correction coefficient
Albania
0,908
Latvia
0,906
Argentina
0,698
Luxembourg
1,193
Australia
1,253
Hungary
0,909
Belgium
1,193
North Macedonia
0,816
Bosnia and Herzegovina
0,878
Malta
1,069
Brazil
1,098
Mexico
0,840
Bulgaria
0,853
Republic of Moldova
0,729
Montenegro
0,798
Germany
1,179
Czechia
1,000
Netherlands
1,245
China
1,014
Norway
1,574
Denmark
1,615
Poland
0,912
Estonia
0,934
Portugal
1,063
Faroe Islands
1,600
Austria
1,251
Finland
1,391
Serbia
0,801
France
1,325
Romania
0,815
Croatia
1,163
Russia
1,378
India
0,630
Greece
1,106
Indonesia
0,899
Slovakia
0,986
Ireland
1,354
Slovenia
1,027
Italy
1,273
Spain
1,165
Israel
1,297
Sweden
1,333
Japan
1,383
Switzerland
1,350
Republic of South Africa
0,666
Turkey
1,033
South Korea
1,255
Ukraine
1,101
Canada
1,031
United States of America
1,186
Cyprus
1,095
United Kingdom
1,436
Lithuania
0,872
Vietnam
0,610
’
( 1 ) For unit costs 1 – 5, the categories of costs mentioned cover all costs associated with that operation, except for types of operations 1 and 2, which may also include other categories of costs.
( 2 ) Meaning a new place which is included in the capacity of the new childcare facility as recorded by national regulations, and which has proof of equipment for each new place provided.
( 3 ) A children's group means it has been registered as a children's group pursuant to national legislation on the provision of childcare services in a children's group.
( 4 ) Meaning a place in an existing facility which is newly registered as a children's group in accordance with national legislation and inlcuded in the official capacity of that group, and which has proof of equipment for each place.
( 5 ) The occupancy rate is defined as the number of children attending the childcare facility per half day during 6 months divided by the maximum capacity of the facility per half day during 6 months, multiplied by 100.
( 6 ) This amount will be paid for each 1 % point of occupancy per place up to a maximum of 75 % points for a period of 6 months. If the occupancy rate is less than 20 % there will be no reimbursement.
( 7 ) The occupancy rate is defined as the number of children attending the childcare facility per half day during 6 months divided by the maximum capacity of the facility per half day during 6 months, multiplied by 100.
( 8 ) This amount will be paid for each 1 % point of occupancy per place up to a maximum of 75 % points for a period of 6 months. If the occupancy rate is less than 20 % there will be no reimbursement.
( 9 ) Internal training is training provided by an internal trainer.
( 10 ) Tandem lesson is to be understood as two pedagogues cooperating to mutually strengthen their professional development by jointly planning, implementing and reflecting on teaching methods in a class.
( 11 ) The total amount per participant will depend on the characteristics of each incidence of mobility and the applicability of each of the components set out.
( 12 ) This indicator will be used for Intercultural Workers or bilingual assistants employed directly on a full-time or a part-time basis by the school.
( 13 ) This indicator will be used for external Intercultural Workers engaged by the school to provide services on an hourly basis.
( 14 ) Based on travel distance per participant. Travel distances shall be calculated using the distance calculator supported by the European Commission - http://ec.europa.eu/programmes/erasmus-plus/tools/distance_en.htm
ANNEX III
‘ANNEX V
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs and lump sums to Malta
1. Definition of standard scales of unit costs
Type of operations
Indicator name
Category of costs
Measurement unit for the indicators
Amounts
(in EUR)
1.
Employment Aid (A2E Scheme) under Priority axis 1 of the ESF Operational Programme II “Investing in human capital to create more opportunities and promote the wellbeing of society” (2014MT05SFOP001)
Employment aid paid per week to workers who are disadvantaged, severely disadvantaged or with disabilities ( 1 ) .
All costs related to the Employment Subsidy.
Number of weeks in employment per employee.
1.
Disadvantaged worker – 85 per week for a maximum of 52 weeks.
2.
Severely disadvantaged worker – 85 per week for a maximum of 104 weeks.
3.
Worker with disabilities – 125 per week for a maximum of 156 weeks.
2.
Training aid (Investing In Skills scheme) to enterprises in the private sector under Priority Axis 3 of the ESF Operational Programme II “Investing in human capital to create more opportunities and promote the wellbeing of society” (2014MT05SFOP001)
Participation in one hour of accredited or non-accredited external training
Direct costs of providing external training
Number of completed hours per participant
25
3.
Training aid (Investing In Skills scheme) to enterprises in the private sector under Priority Axis 3 of the ESF Operational Programme II “Investing in human capital to create more opportunities and promote the wellbeing of society” (2014MT05SFOP001)
Provision of one hour of accredited or non-accredited internal training.
Salary costs for internal trainer.
Number of completed hours of training provided per trainer.
4,90
4.
Training aid (Investing In Skills scheme) to enterprises in the private sector under Priority Axis 3 of the ESF Operational Programme II “Investing in human capital to create more opportunities and promote the wellbeing of society” (2014MT05SFOP001)
Participation in one hour of accredited or non-accredited internal or external training.
Salary costs for participant.
Number of completed hours per participant.
4,90
5.
Training and work experience under the Youth Guarantee (YG), Priority Axis 1, Investment Priority 8ii of OP 2014MT05SFOP001
(1)
Young persons below 25 years receiving a profiling report
All eligible costs of the operation.
(1)
Number of young persons below 25 years receiving a profiling report.
(1)
profiling report: 2 000,60
(2)
Young persons below 25 years completing training.
(2)
Number of young persons below 25 years obtaining a certificate of attendance for the completed training.
(2)
certificate of attendance for completing the training: 1 714,80
(3)
Young persons below 25 years completing work experience.
(3)
Number of young persons below 25 years obtaining a certificate of completion of work experience.
(3)
Certificate of completion of work experience: 2 000,60
6.
IT-training under the Youth Guarantee (YG), Priority Axis 1, Investment Priority 8ii of OP 2014MT05SFOP001.
(1)
Young persons below 25 years starting the Malta Qualifications Framework (MQF) ( 2 ) Level 2 IT-course offered through the Alternative Learning Programme (ALP).
All eligible costs of the operation.
(1)
Number of young persons below 25 years starting the Level 2 IT-course offered through ALP.
(1)
Start of the IT-Training: 226,50
(2)
Young persons below 25 years completing the MQF Level 2 IT-course offered through ALP.
(2)
Number of young persons below 25 years obtaining a certificate of completion of Level 2 IT-course offered through ALP.
(2)
Certificate of completion of the IT-Training: 528,50
7.
IT-training (European Computer Driving Licence) under the Youth Guarantee (YG), Priority Axis 1, Investment Priority 8ii of OP 2014MT05SFOP001.
(1)
Young persons below 25 years starting the MQF Level 3 Standard European Computer Driving Licence (ECDL) ( 3 ) course offered through the Alternative Learning Programme (ALP).
All eligible costs of the operation.
(1)
Number of young persons below 25 years starting the Level 3 Standard ECDL course offered through ALP.
(1)
Start of the ECDL course: 114,60
(2)
Young persons below 25 years completing the MQF Level 3 Standard ECDL course offered through ALP.
(2)
Number of young persons below 25 years obtaining a certificate of completion of Level 3 Standard ECDL course offered through ALP.
(2)
Certificate of completion of the ECDL course: 267,40
8.
Prevention classes for the Malta College for Arts, Science and Technology (MCAST) under the Youth Guarantee (YG), Priority Axis 1, Investment Priority 8ii of OP 2014MT05SFOP001.
(1)
Young persons below 25 years starting an MCAST prevention class.
All eligible costs of the operation.
(1)
Number of young persons below 25 years starting an MCAST prevention class.
(1)
Start of the MCAST prevention class: 90,90
(2)
Young persons below 25 years taking the MCAST exam following attendance at a prevention class.
(2)
Number of young persons below 25 years taking the MCAST exam following attendance at a prevention class.
(2)
Taking the MCAST exam: 181,80
(3)
Young persons below 25 years continuing a regular MCAST course in the following academic year or confirmation that the participant has passed the final MCAST exam and achieved full qualification.
(3)
Number of young people continuing a regular MCAST course in the following academic year or confirmation that the participant has passed the final MCAST exam and achieved full qualification.
(3)
Passing the MCAST exam and continuing within the regular curriculum or achieving full qualification: 30,30
9.
Prevention classes for attaining a Secondary Education Certificate (SEC) of the Ministry for Education and Employment (MEDE) under the Youth Guarantee (YG), Priority Axis 1, Investment Priority 8ii of OP 2014MT05SFOP001
(1)
Young persons below 25 years starting an MEDE/SEC prevention class.
All eligible costs of the operation.
(1)
Number of young persons below 25 years starting an MEDE/SEC prevention class.
(1)
Start of the MEDE/SEC prevention class: 88,50
(2)
Young persons below 25 years taking the MEDE/SEC exam following attendance at a prevention class.
(2)
Number of young persons below 25 years taking the MEDE/SEC exam following attendance at a prevention class.
(2)
Attendance at the exam of the MEDE/SEC: 162,25
(3)
Young persons that pass the MEDE/SEC exam with better marks than previously.
(3)
Number of young people that pass the MEDE/SEC exam with better marks than previously.
(3)
Passing the MEDE/SEC exam with better marks than previously: 44,25
2. Adjustment of amounts
Unit cost 1 may be adjusted by replacing the initial minimum wage and/or the statutory bonus and/or weekly allowances and/or social security contributions in the calculation method that consists of the lowest weekly rate of national minimum wage for a particular year, the statutory bonus, weekly allowances and social security contributions, and dividing this result by 2.
Unit Cost 2 may be adjusted by applying the annual rate of inflation to the respective rates. From 2017, for a given year N, this can be be done by applying the inflation rate for year N – 1 as published by the Maltese National Statistics Office at: https://nso.gov.mt/en/nso/Selected_Indicators/Retail_Price_Index/Pages/Index-of-Inflation.aspx
Unit costs 3-4 may be adjusted by replacing the initial national minimum wage for persons 18 years or over and/or the statutory bonuses and/or weekly allowances and/or social security contributions in the calculation method that consists of the hourly rate of national minimum wage for persons 18 years or over for a particular year, the statutory bonuses, the weekly allowances and social security contributions.
Adjustments will be based on updated data as follows:
—
The national minimum wage is specified in national Subsidiary Legislation 452.71 (National Minimum Wage Standing Order).
—
The statutory bonuses, weekly allowances and social security contributions provided for in Chapter 452 of the Maltese legislation on the Employment and Industrial relations Act.
Unit costs 5-9 may be adjusted in line with the cost of inflation at a national level for the relevant year the particular intervention is being undertaken. The annual rates of inflation are published by the National Statistics Office and can be found at: https://nso.gov.mt/en/nso/Selected_Indicators/Retail_Price_Index/Pages/Index-of-Inflation.aspx
3. Definition of lump sums
Type of operations
Indicator name
Category of costs
Measurement unit for the indicators
Amounts
(in EUR)
All operations of Operational Programme 2014MT05SFOP001
New total expenditure included in a payment application (i.e. total eligible expenditure included in a payment application which has not yet been taken into account for calculating an installment of EUR 100 000 ) to cover indirect costs of the operation.
Indirect costs.
Instalments of EUR 100 000 of new total expenditure per group ( 4 ) of operations included in a payment application submitted to the European Commission.
See point 4.
4. Amounts
Type of entity
Public entity
Ministry/Department
Non-Governmental Organisations
Public Employment Service
Project size
Large
EUR 8 000
EUR 8 000
/
EUR 25 000
Medium
EUR 25 000
EUR 25 000
/
EUR 25 000
Small
EUR 25 000
EUR 25 000
EUR 25 000
EUR 25 000
5. Adjustment of amounts
Not applicable.
’
( 1 ) As defined in Commission Regulation (EU) No 651/2014 of 17 June 2014 declaring certain categories of aid compatible with the internal market in application of Articles 107 and 108 of the Treaty ( OJ L 187, 26.6.2014, p. 1 ).
( 2 ) https://ncfhe.gov.mt/en/Pages/MQF.aspx
( 3 ) http://ecdl.org
( 4 ) Operations are grouped by type of beneficiary and project size. Operations with a total project budget as agreed with the signature of the original grant agreement below EUR 750 000 are small operations, operations from EUR 750 000 to EUR 3 000 000 are medium-sized operations and operations equal and above EUR 3 000 000 are large operations.
ANNEX V
‘ANNEX IX
Conditions for reimbursement of expenditure on the basis of unit costs and lump sums to the Netherlands
1. Definition of standard scales of unit costs
Type of operations
Indicators name
Category of costs
Measurement unit for the indicators
Amounts
(in EUR)
1.
Reintegration activities for detainees in the sector Prison Services
Priority Axis 1
OP 2014NL05SFOP001
Investment priority: 9i — Active inclusion
Calendar days of participation of a detainee during the period of intervention ( 1 ) , in the sector Prison Services (GW).
All eligible costs (personnel costs, other direct and indirect costs).
Number of calendar days of participation of a detainee in the period of intervention
14,50
2.
Reintegration activities for detainees in forensic care (Forzo)
Priority Axis 1
OP 2014NL05SFOP001
Investment priority: 9i — Active inclusion
Calendar days of participation of a detainee during the period of intervention in the sector forensic care (Forzo)
All eligible costs (personnel costs, other direct and indirect costs).
Number of calendar days of participation of a detainee in the period of intervention.
21,00
3.
Reintegration activities for juvenile offenders and youth in institutions placed under supervision based on a court judgment under civil law
Priority Axis 1
OP 2014NL05SFOP001
Investment priority: 9i — Active inclusion
Calendar days of participation of a juvenile offender and a young person during the period of intervention in the sector Juvenile offenders and youth in custodial institutions under civil law (JI)
All eligible costs (personnel costs, other direct and indirect costs).
Number of calendar days of participation of a juvenile offender and a young person in the period of intervention.
26,50
4.
Job coach activities for Young Disabled Persons
OP 2014NL05SFOP001
Investment priority: 9i — Active inclusion
Provision of job coach activities for Young Disabled Persons who receive benefits from the Employee Insurance Agency (UWV to secure and maintain paid employment in the open labour market)
All eligible costs.
Number of hours of jobcoaching assigned to a participant.
55,05
2. Adjustment of amounts
The amounts of unit costs set out for types of operation 1-3 will be adjusted yearly in line with the Dutch consumer price index (CPI): https://www.cbs.nl/nl-nl/conversie/uitgelicht/de-consumentenprijsindex. Index figures can be found on CBS Statline.
The first indexation will be calculated in 2017. The baseline year for the amounts of unit costs set out in this annex is 2015. (CPI 2015 = 100).
Every year (N), as from 2017, the amounts will be indexed by applying the CPI of the year N – 1 with the year 2015 as baseline. The following formula will be used for calculating the amounts of unit costs to be applied in a given year:
Unit cost amounts in year N = Unit cost amounts included in this annex * CPI in year N – 1 (with baseline 2015 = 100)/100
The amounts of unit costs set out for types of operation unit cost 4 will be adjusted when the rules and regulations about job coaching change according to the Dutch law. The set percentage of 60 % which forms the basisin the calculation of the hourly amount, to take into account that the assigned number of hours are not always used, will be recalculated every two 2 years in the same way the present calculations have been made with baseline year 2018. If the average differs more than 2 percent of the total number of hours the new percentage will be applied as the new average.
3. Definition of lump sum
Type of operations
Indicator name
Category of costs
Measurement unit for the indicator
Amounts
(in EUR)
Technical Assistance
Priority axis 4
2014NL05SFOP001
New total expenditure included in a payment application (i.e. total eligible expenditure included in a payment application which has not yet been taken into account for calculating an installment of EUR 100 000 ).
All elgible costs.
Installments of EUR 100 000 of new total expenditure included in a payment application submitted to the European Commission until the maximum amount ( 2 ) budgeted under the technical assistance priority axis is reached.
5 690
4. Adjustments of amounts
Not applicable.
’
( 1 ) For the purposes of types of operations 1 to 3, the period of intervention is the period between the date of intake and the date of exiting the reintegration activity.
( 2 ) In accordance with Article 119 of Regulation (EU) No 1303/2013.
ANNEX VI
‘ANNEX XVI
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to Croatia
1. Definition of standard scales of unit costs
Type of operations
Indicator name
Category of costs
Measurement unit for the indicators
Amounts
(in HRK)
1.
Improving access to education for disadvantaged students at pre-tertiary level by providing targeted professional support to students through teaching assistants under Priority Axis 3 “Education and Lifelong learning” of the Operational Programme “Efficient Human Resources” (2014HR05M9OP001)
Months worked by a teaching assistant
All eligible costs of the operation
Number of months worked
4 530,18
2.
Occupational training under priority axis 1 “High employment and labour mobility” of the Operational Programme “Efficient Human Resources” (2014HR05M9OP001)
Months of participation in occupational training
All eligible costs of the operation except travel costs for the participant, costs of participant's education and professional exam (if applicable)
Number of months of participation in occupational training
For participants without prior work experience:
3 318,81
For participants with prior work experience:
a)
for first 12 months of participation in occupational training
3 791,19
b)
for last 12 months of participation in occupational training
3 318,81
3.
Public works programmes supported under priority axis 1 “High employment and labour mobility” and priority axis 2 “Social inclusion” of the Operational Programme “Efficient Human Resources” (2014HR05M9OP001)
Months during which an employment aid is paid for an employee in a public works programme
All eligible costs of the operation except travel costs for the participant, costs of participant's education and professional exam (if applicable)
Number of months' employment aid per employee
a)
3 943,24
for full- time employment, 100 % employment aid intensity
b)
1 971,62
for full- time employment, 50 % employment aid intensity and half-time employment, 100 % aid intensity
4.
Active labour market measures supported under priority axis 1 “High employment and labour mobility” and priority axis 2 “Social inclusion” of the Operational Programme “Efficient Human Resources” (2014HR05M9OP001)
Months during which the participant takes part in an active employment policy measure.
Travel costs
Number of months participated in an active employment measure.
452,16
5.
Active employment policy measure in the form of wage subsidies provided to employers for disadvangtaged workers or workers with disabilities supported under priority axis 1 “High employment and labour mobility” of the Operational Programme “Efficient Human Resources” (2014HR05M9OP001)
Months during which an employment aid is paid for a disadvantaged worker/worker with disabilities.
All eligible costs of the operation except travel costs for the participant.
Number of months of employment aid per disadvantaged worker/worker with disabilities for a maximum of 12 months per worker.
Variant 1 – disadvantaged workers without prior work experience
a)
1 682,27 (for ISCED ( 1 ) 0,1)
b)
2 048,92 (for ISCED 2,3,4)
c)
2 695,94 (for ISCED 5,6,7,8)
Variant 2 – disadvantaged workers with prior work experience
a)
1 971,63 (for ISCED 0,1)
b)
2 516,21 (for ISCED 2,3,4)
c)
3 145,78 (for ISCED 5,6,7,8)
Variant 3 – Workers with disabilities workers without prior work experience
a)
2 523,40 (for ISCED 0,1)
b)
3 073,38 (for ISCED 2,3,4)
c)
4 043,92 (for ISCED 5,6,7,8)
Variant 4 – Workers with disabilities with prior work experience
a)
2 957,43 (for ISCED 0,1)
b)
3 774,32 (for ISCED 2,3,4)
c)
4 718,68 (for ISCED 5,6,7,8)
2. Adjustment of amounts
The amount for unit costs 2 shall be adjusted each calendar year by replacing the amount for financial aid and the contribution for compulsory insurance in the calculation method.
Adjustments will be based on:
—
for financial aid, changes to the Statutory minimum wage according to the Minimum Wage Decree issued by Government, published on Official Gazette of Republic of Croatia (https://www.nn.hr)
—
for contributions for compulsory insurance, changes to the minimum monthly bases according to the Order on the bases for calculation of contributions for compulsory insurance issued by Minister of Finance, published on Official Gazette of Republic of Croatia (https://www.nn.hr).
In addition any changes of the Employment Promotion Act provisions regulating mechanisms for determining financial aid and compulsory insurance payments for Occupational training and/or any changes of the Act on Contributions (NN 84/08, 152/08, 94/09, 18/11, 22/12, 144/12, 148/13, 41/14, 143/14, 115/16) provisions regulating calculations for compulsory contributions may entail changes to the proposed calculation method.
The amount for unit costs 3 shall be adjusted each calendar year by replacing the amount for Statutory minimum wage and the annual sickleave rate in the calculation method.
Adjustments will be based on:
—
changes to the Statutory minimum wage according to the Minimum Wage Decree issued by Government for a calendar year, published on Official Gazette of Republic of Croatia (https://www.nn.hr) according to the Article 7 of the Law on Minimum Wage (NN 39/13)
—
changes to the official annual sick leave rate in Croatia, published on the website of Croatian Health Insurance Fund (http://www.hzzo.hr/o-zavodu/izvjesca/). In addition any changes of the Act on Contributions (NN 84/08, 152/08, 94/09, 18/11, 22/12, 144/12, 148/13, 41/14, 143/14, 115/16) provisions regulating calculations for compulsory contributions may entail changes to the proposed calculation method.
The amounts for unit costs 5 shall be adjusted each calendar year by replacing the amount for wage subsidy per category of worker and the annual official sick leave rate in the calculation method.
Adjustments will be based on:
—
for wage subsidy, changes to the amounts published in the Terms and Conditions set by the Croatian Employment Services (CES) each year per category of worker,
—
changes to the official annual sick leave rate in Croatia, published on the website of Croatian Health Insurance Fund (http://www.hzzo.hr/o-zavodu/izvjesca/). In addition any changes of the Act on Contributions (NN 84/08, 152/08, 94/09, 18/11, 22/12, 144/12, 148/13, 41/14, 143/14, 115/16) provisions regulating calculations for compulsory contributions may entail changes to the proposed calculation method.
’
( 1 ) International Standard Classification of Education (ISCED) - https://ec.europa.eu/eurostat/statistics-explained/index.php/International_Standard_Classification_of_Education_%28ISCED%29
ANNEX VII
‘ANNEX XIX
Conditions for reimbursement of expenditure on the basis of standard scales of unit costs to the United Kingdom
1. Definition of standard scales of unit costs
Type of operations
Indicator name
Category of costs
Measurement unit for the indicators
Amounts in GBP
1.
Apprenticeships under Priority Axis 3 of the Northern Ireland ESF Operational Programme (2014UK05SFOP004)
Employed participants aged 16 years and above working towards a full formal apprenticeship.
All eligible costs of the operation.
Number of participants working towards a full formal apprenticeship.
Amounts will be calculated according to:
age ( 1 ) and disability status of the participant,
the milestone and qualification level achieved,
the funding category and level of the apprenticeship, as set out in point 3. below.
2.
Training of and support to participants under Priority Axis 1 and 2 of the Northern Ireland ESF Operational Programme (2014UK05SFOP004)
Months or hours worked by staff on operations supporting or training participants in the four strands:
1.
Access to Employment (unemployed and economically inactive);
2.
Young people not in education, employment or training (NEET) in the 16-24 age group;
3.
Employability amongst people with disabilities;
4.
Community Family Support Programme.
All eligible costs of the operation.
Number of hours or months worked by staff member, differentiated by category:
—
For full time staff working all contracted hours on the operation, the annual rate will be divided by 12 to establish a monthly rate.
—
For part-time staff working a fixed number of hours on the operation, a monthly rate will be established according to this formula: [applicable hourly rate × contracted weekly hours × 45.15 weeks per year]/12 months.
—
For part time staff not working all contracted hours on the operation the applicable hourly rate will be applied to the hours worked on the operation.
1.
Annual rate for staff working fulltime:
Support staff
27 000
Direct implementation staff
39 500
Direct specialist/management staff
61 000
2.
Hourly rate for staff working part-time:
Support staff
15,60
Direct implementation staff
22,90
Direct specialist/management staff
35,40
2. Adjustment of amounts
For unit cost 2, the amounts may be adjusted by applying the annual rate of inflation once every year from 1 April (https://www.ons.gov.uk/economy/inflationandpriceindices - rounded figures).
3. Amounts (in GBP)
LEVEL 2 APPRENTICESHIP – Young Person.
Trigger Point
Funding Categories (Note 1)
Disability Supplement
1
2
3
4
5
6
1
Approval of the personal training plan
330
330
330
330
330
330
610
2
Milestones (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units ( 2 )
380
440
490
710
770
820
220
Achievement of 40 % - 45 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 60 % - 65 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 80 % - 85 % Apprenticeship Framework Units
380
440
490
710
770
820
220
3
Achievement of Essential Skills (Note 3)
330
330
330
330
330
330
0
4
Achievement of National Vocational Qualification Level 2
330
380
440
550
600
660
220
5
Achievement of full Level 2 Apprenticeship Framework
330
380
440
820
880
930
0
6
Employer Incentive
500
500
500
750
750
750
0
LEVEL 2 APPRENTICESHIP — Adult
Trigger Point
Funding Categories (Note 1)
Disability Supplement
1
2
3
4
5
6
1
Approval of the personal training plan
165
165
165
165
165
165
305
2
Milestone Payments (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 40 % - 45 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 60 % - 65 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 80 % - 85 % Apprenticeship Framework Units
190
220
245
355
385
410
110
3
Achievement of Essential Skills (Note 3)
165
165
165
165
165
165
0
4
Achievement of National Vocational Qualification Level 2
165
190
220
275
300
330
110
5
Achievement of full Level 2 Apprenticeship Framework
165
190
220
410
440
465
0
6
Employer Incentive
250
250
250
375
375
375
0
LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP – Young Person
Trigger Point
Funding Categories (Note 1)
Disability Supplement
1
2
3
4
5
6
1
Approval of the personal training plan
220
220
220
220
220
220
610
2
Milestone Payments (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 40 % - 45 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 60 % - 65 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 80 % - 85 % Apprenticeship Framework Units
380
440
490
710
770
820
220
3
Achievement of Essential Skills (Note 3)
330
330
330
330
330
330
0
4
Achievement of National Vocational Qualification Level 3
770
820
880
990
1 040
1 100
220
5
Achievement of full Level 3 Apprenticeship Framework
990
1 150
1 320
1 870
2 030
2 200
0
6
Employer Incentive
500
500
500
750
750
750
0
LEVEL 3 (PROGRESSION ROUTE) APPRENTICESHIP– Adult Apprentices (ADULT)
Trigger Point
Funding Categories (Note 1)
Disability Supplement
1
2
3
4
5
6
1
Approval of the personal training plan
110
110
110
110
110
110
305
2
Milestone Payments (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 40 % - 45 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 60 % - 65 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 80 % - 85 % Apprenticeship Framework Units
190
220
245
355
385
410
110
3
Achievement of Essential Skills (Note 3)
165
165
165
165
165
165
0
4
Achievement of National Vocational Qualification Level 3
385
410
440
495
520
550
110
5
Achievement of full Level 3 Apprenticeship Framework
495
575
660
935
1 015
1 100
0
6
Employer Incentive
250
250
250
375
375
375
0
LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) – Young Person)
Trigger Point
Funding Categories (Note 1)
Disability Supplement
1
2
3
4
5
6
1
Approval of the personal training plan
330
330
330
330
330
330
610
2
Milestone Payments (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 40 % - 45 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 60 % - 65 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 80 % - 85 % Apprenticeship Framework Units
380
440
490
710
770
820
220
4
Achievement of National Vocational Qualification Level 2
660
710
770
990
1 040
1 100
220
Retention/Start Payment (Note 5)
220
220
220
220
220
220
610
2
Milestone Payments (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 40 % - 45 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 60 % - 65 % of Apprenticeship Framework Units
380
440
490
710
770
820
220
Achievement of 80 % -85 % Apprenticeship Framework Units
380
440
490
710
770
820
220
3
Achievement of Essential Skills (Note 2)
330
330
330
330
330
330
0
4
Achievement of National Vocational Qualification Level 3
770
820
880
990
1 040
1 100
220
5
Achievement of full Level 3 Apprenticeship Framework
990
1 150
1 320
1 870
2 030
2 200
0
6
Employer Incentive
1 000
1 000
1 000
1 500
1 500
1 500
0
LEVEL 3 (LEVEL 2 EN ROUTE) APPRENTICESHIP (Note 4) – Adult Apprentices (ADULT)
Trigger Point
Funding Categories (Note 1)
Disability Supplement
1
2
3
4
5
6
1
Approval of the personal training plan
165
165
165
165
165
165
305
2
Milestone Payments (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 40 % - 45 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 60 % - 65 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 80 % - 85 % Apprenticeship Framework Units
190
220
245
355
385
410
110
4
Achievement of National Vocational Qualification Level 2
330
355
385
495
520
550
110
Retention/Start Payment (Note 5)
110
110
110
110
110
110
305
2
Milestone Payments (Note 2)
Achievement of 20 % - 25 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 40 % - 45 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 60 % - 65 % of Apprenticeship Framework Units
190
220
245
355
385
410
110
Achievement of 80 % -85 % Apprenticeship Framework Units
190
220
245
355
385
410
110
3
Achievement of Essential Skills (Note 3)
165
165
165
165
165
165
0
4
Achievement of National Vocational Qualification Level 3
385
410
440
495
520
550
110
5
Achievement of full Level 3 Apprenticeship Framework
495
575
660
935
1 015
1 100
0
6
Employer Incentive
500
500
500
750
750
750
0
Notes
1.
The full list of apprenticeship frameworks and the funding categories to which they belong are set out in Annexes 1 and 2 of the “ApprenticeshipsNI 2017 Operational Requirements”, available at https://www.economy-ni.gov.uk/publications/apprenticeship-guidelines
2.
Milestone payments will be paid on completion of milestones/units of the agreed overall framework. To calculate the percentage of achievement, the completion of whole units or parts of units within the framework shall be considered in accordance with the “ApprenticeshipsNI 2017 Operational Requirements”, available at https://www.economy-ni.gov.uk/publications/apprenticeship-guidelines
3.
Essential Skills consist of Communication, Application of Number and ICT. The amount for essential skills is limited to one payment per participant of GBP 55 per Adult/GBP 110 per young person in respect of each Essential Skill of Communication, Application of Number and ICT.
4.
In a Level 3 (Level 2 en route) apprenticeship, an apprentice with previous experience of study at Level 2 can undertake a Level 3 framework taking their prior learning and achievement into consideration. This may make it possible for the apprentice to progress to Level 3 without completing the full Level 2 framework.
5.
Applicable when a participant has completed and achieved all components of the Level 2 qualification en route to the Level 3 apprenticeship.
’
( 1 ) A young person is defined as a person aged between 16 and 24 years, while an adult is defined as person aged 25 years and above.
( 2 ) Apprenticeship Framework Units are the elements of the specified/required learning (i.e. modules) that make up qualifications. The qualifications for Level 2 apprenticeships can be found at https://www.nidirect.gov.uk/articles/level-2-frameworks-apprenticeships and for Level 3 apprenticeships at https://www.nidirect.gov.uk/articles/level-3-frameworks-apprenticeships
