European Structural and Investment Funds: forms and guidance 2014-2020

ESIF applications

• European Structural and Investment Funds: Strategic Intervention application form
• European Structural and Investment Funds: Operation application form
• Strategic Intervention and Operation applications: appeals process

ESIF programme information

• European Structural and Investment Funds: eligibility of expenditure
• European Structural and Investment Funds: roles and responsibilities paper
• European Structural and Investment Funds: Management and Control System
• European Structural and Investment Funds: definitions and acronyms
• European Structural and Investment Funds: complaints process
• European Structural and Investment Funds: dispute resolution process

ESIF guidance

• European Structural and Investment Funds: operation decommitment decision review process
• European Structural and Investment Funds: preparing for closure – best practice guide and key deadlines
• European Structural and Investment Funds: graduate placement scheme manager guidance
• European Structural and Investment Funds: document retention guidance
• European Structural and Investment Funds: final recipient records - organisations
• European Structural and Investment Funds: Challenge Fund principles and checklist
• European Structural and Investment Funds: grant fund manager guidance
• European Structural and Investment Funds: state aid guidance
• European Structural and Investment Funds: state aid rules
• European Structural Funds 2014-2020 Programmes: evidence required for verification checks - achievements and expenditure
• European Structural Funds 2014-2020 Programmes: evidence required for verification checks - outputs results
• European Structural and Investment Funds: claims and verifications
• ESF and ERDF programmes 2014-2020: horizontal themes guidance

Communications and publicity

• European Structural and Investment Funds: publicity requirements 2014-2020
• European Structural and Investment Funds: publicity toolkit
• European Structural and Investment Funds: communications strategy
• European Structural and Investment Funds: logos

Data protection

• European Structural Funds: Data Protection Impact Assessment (DPIA)
• European Structural Funds: privacy notice

Audit and compliance documents

• Audit and compliance: LP recalculation worksheet

Read and download these documents:  

• Article 125(5)(a) ERDF & ESF Cost Check Verification Template
• Article 125(5)(a) ESF File (Achievement) Check Verification Template
• Article 125(5)(a) ERDF File (Achievement) Check Verification Template
• Article 125 (5)(b) - On the spot verifications of operations
• Article 127(1) - SI audit checklist template v.1
• Article 127(1) - Operation audit checklist template v.1
• Article 127(1) - 2018 - B. fieldwork and evidence - achievement verification
• Article 127(1) - 2018 - B. fieldwork and evidence - expenditure verification

European Social Fund: guidance, records and reports

• European Social Fund: participant guidance
• European Social Fund: participant postcodes - rural areas
• European Social Fund: participant postcodes - employment deprived areas
• European Structural and Investment Funds: indicator guidance
• Youth Employment Initiative: evaluation reports 2014-2020

Other reference materials

• gov.uk - ESIF UK partnership agreement
• European Commission - European Regional Development Fund monitoring and evaluation guidance
• European Commission - European Cohesion Fund and European Social Fund monitoring and evaluation guidance
• Annex D - practical guidance on data collection and validation
• European Commission - public procurement guidance for practitioners
• European Commission - financial corrections non-compliance with rules on public procurement
• guidance for the Commission and Member States on a common methodology for the assessment of management and control systems in the Member States
• guidance for Member States on Management verifications