Annex 9 to the study supporting the 2020 evaluation of promoting social inclusion, combatting poverty and any discrimination by the European Social Fund (Thematic Objective 09) : ESF country factsheets.
Date: 2020-11-09
Institutions: Directorate-General for Employment, Social Affairs and Inclusion
Subjects: EU Member State, European Social Fund, European social policy, anti-discriminatory measure, poverty, report, social integration, socioeconomic conditions

Annex 9 to the study
supporting the 2020 
evaluation of promoting social 
inclusion, combatting poverty 
and any discrimination by the 
European Social Fund 
(Thematic Objective 09) 

ESF country factsheets

Written by ICF, Cambridge Econometrics and Eurocentre 
October - 2020 

Social 
Europe 

EUROPEAN COMMISSION 

Directorate-General for Employment, Social Affairs and Inclusion 
Directorate G – Audit, Evaluation and Communication  
Unit G.4 – Evaluation and Impact Assessment  

Contact: Dirk Jan Robert Reyntjens 

E-mail:  EMPL-VT-2018-045@ec.europa.eu

Dirk-Jan-Robert.REYNTJENS@ec.europa.eu 

European Commission
B-1049 Brussels

EUROPEAN COMMISSION 

Annex 9 to the study
supporting the 2020 
evaluation of promoting 
social inclusion, combatting 
poverty and any 
discrimination by the 
European Social Fund
(Thematic Objective 09)

ESF country factsheets

European Commission 
Directorate-General for Employment Social Affairs and Inclusion 
Directorate G

LEGAL NOTICE 

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held  responsible  for  the  use  which may  be made  of  the  information  contained  therein.  More  information  on the European
Union is available on the Internet (http://www.europa.eu).

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ISBN 978-92-76-25170-5

doi: 10.2767/775977

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THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination.  During  the  period  2014-2018,  the  EU  and  Bulgaria  spent  a  combined  total  of 
174 Million Euro in ESF investments for social inclusion. As a result, 147 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Bulgaria.  This  factsheet  summarises  the  main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

BULGARIA

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

40.1

41.3

40.4

38.9

32.8

21.8

2016

2015

2014

EU Average
(2018)
Persons with (some or severe) disability who are in work and at 
risk of poverty, %

2017

2018

8.4

2014

7.2

2015

18.4

9.8

2016

2017

8.5

2018

11.7

EU Average
(2018)

Persons with (some or severe) disability who perceive their health 
as bad or very bad, %

53

50.5

54.7

49.8

52.4

2014

2015

2016

2017

2018

30.5

EU Average
(2018)

Participation of young people in formal and non-formal education 
and training, %

30.7

31.2

31.7

31.8

32.7

2014

2015

2016

2017

2018

41.6

EU Average
(2018)

▶ The  proportion  of  people  at  risk  of
poverty  or  social  exclusion  declined
rapidly over the 2014 to 2018 period.

▶ The  share  of  economically  active
adults  with  activity  limitation  or
disability who are at risk of poverty
was less than the EU average in 2014
and 2018.

▶ The  share  of  people  with  activity
limitation or disability who consider
their  health  condition  to  be  poor
remained well above the EU average.

▶ Bulgaria  witnessed  an  overall  increase
the  share  of  young  people
in 
participating 
in  education  and
training over the 2014 to 2018 period.

EXPLANATORY NOTES
• Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this
stage. They are provided only as an indication of progress.

• Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

• As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures

exclude technical assistance.

• Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag,

the two sets of data (participations and results) should not be directly compared.

• The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

BULGARIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  In  2016  Bulgaria  adopted  a  new  Pre-School  and  School  Education  Act  and  new 
standards for ensuring inclusive education with a view to support the individuality and inherent diversity 
of  all  students.  In  addition,  social  service  reforms  between  2014  and  2018  accompanied  increased 
funding for supporting children and young people in vulnerable situations and towards social inclusion 
of persons with disabilities.

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Bulgaria  through  two  Operational  Programmes  focused 
on  employment  objectives,  enhancing  skills,  access  to  basic  school  education  and  services,  social 
entrepreneurship and measures influencing attitudes and systems.

540

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

460

Million Euro

ESF  funds  promote  integration  of  vulnerable  groups  into  the  labour  market  and  support  transition  to 
community-  based  care  for  persons  with  disability.  In  addition,  ESF  funds  improve  to  access  to  social 
entrepreneurship. 

In particular, ESF support to social inclusion concerns the following:

Promote  labour  market  integration  of  groups  in  a  vulnerable  situation  such  as  single 
parents, people with disabilities and families with children with disabilities;

Integrate marginalised groups (e.g. the Roma, migrants) into society through the provision 
of multisectoral social services;

Enhance the capacity of educational institutions to provide supportive environment for 
inclusive education;

Improve the access of people with disabilities and people over 65 years of age, unable to 
take care of themselves, to community-based social inclusion and healthcare services;

Promote social entrepreneurship to support employment and social inclusion of groups in 
a vulnerable situation.

From 2014 to 2018 the funds allocated to selected projects focused mainly on enhancing access to 
services.

86%

11% 3%

Enhance access to social services- 86%

Support to marginalised communities- 11%

Active inclusion measures- 3%

0%

20%

40%

60%

80%

100%

BULGARIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

174

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

147

74%

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

6%

Unemployed
7%

Without educational attainment

11%

Inactive
87%

Unemployed - 10,400
Inactive - 126,829
Employed, including self-employed - 9,462

Tertiary 
education
4%

Upper/Post 
secondary 
education
15%

Primary / 
Lower 
secondary 
education

44%

Primary or lower secondary education  - 102,901
Upper secondary or post-secondary education - 21,754
Tertiary education -5,332
Without education attainment - 16,704

37,768 participations of people above 54 years and unemployed / inactive
52,299 migrants and ethnic minorities including Roma*

29% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

47,989 participations of people with disabilities*

33,427 common results were generated by ESF support to social inclusion
32,890

537

immediate results 
were achieved

        by the end of 2018.

longer-term results were 
achieved

Engaged in job search
In education and training

Gained a qualification
In employment

9%
88%

2%
2%

In employment
In improved labour market situation

99%
1%

The number of children between 3 to 6 years of age who received services for early prevention of education 
difficulties surpassed the initial target value.

ESF  support  in  Bulgaria  activated  a  substantial  number  of  long-term  unemployed  persons,  particularly 
those with primary or lower secondary education.

Achievement of 2023 targets for specific results: 59%

 
 
 
BULGARIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Innovative social and health services
ESF  support  can  be  used  to  pilot  innovative 
social  and  health  services  and  thus  contribute 
to the deinstitutionalization process of children 
and long-term care. 

Capacity building
ESF boosted the capacity of local municipalities 
to  provide  access  to  quality  education  to 
vulnerable  children  and  promoted  the  early 
prevention of learning disabilities. 

Development of national standards
ESF funded the development of methodologies 
for working with children with special educational 
needs.  Since  the  project  was  managed  by  the 
Ministry  of  Education,  these  methodologies 
were further developed into national standards

Development of national standards
Collaboration  with  educational  mediators 
and  Roma  NGOs  helped    national  and  local 
administrations engage vulnerable communities 
and gain their trust. 

ADDITIONAL INFORMATION
The ESF in Bulgaria https://ec.europa.eu/esf/main.jsp?catId=372&langId=en

Website of the ESF in Bulgaria https://esf.bg/    http://sf.mon.bg/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

ЕВРОПЕЙСКИ СОЦИАЛЕН ФОНД
Подпомагане на социалното приобщаване: 2014 – 2018 г.

РЕЗЮМЕ
Европейският социален фонд (ЕСФ) цели насърчаване на социалното приобщаване и борба 
с  бедността  и  дискриминацията.  През  периода  2014  –  2018  г.  ЕС  и  България  инвестираха 
общо  174  милиона  евро  от  ЕСФ  за  социално  приобщаване.  В  резултат  на  това  в  България 
се  проведоха  147  хиляди  участия  в  дейности  за  социално  приобщаване.  Настоящият 
информационен  бюлетин  обобщава  основните  действия,  крайните  продукти,  резултатите 
и  натрупания  досега  опит  от  изпълнението  на  мерките  на  ЕСФ  за  социално  приобщаване, 
съфинансирани от ЕС.

БЪЛГАРИЯ

СОЦИАЛНО-ИКОНОМИЧЕСКИ КОНТЕКСТ И ПРЕДИЗВИКАТЕЛСТВА
Лица, изложени на риск от бедност или социално изключване, %

40.1

41.3

40.4

38.9

32.8

21.8

2015

2016

2014

Средно за ЕС 
(2018)
Лица с (някаква форма на или тежко) увреждане, които работят 
и са изложени на риск от бедност, %

2017

2018

8.4

2014

7.2

2015

18.4

2016

9.8

2017

8.5

2018

11.7

Средно за ЕС 
(2018)

Лица с (някаква форма на или тежко) увреждане, които възпри-
емат здравето си като лошо или много лошо, %

53

50.5

54.7

49.8

52.4

2014

2015

2016

2017

2018

30.5

Средно за ЕС 
(2018)

Участие на млади хора във формално и неформално образова-
ние и обучение, %

30.7

31.2

31.7

31.8

32.7

2014

2015

2016

2017

2018

41.6

Средно за ЕС 
(2018)

 ▶ Делът  на  хората,  изложени  на 
риск  от  бедност  или  социално 
изключване,  намаля  бързо  през 
периода 2014 – 2018 г.

 ▶ Делът  на  икономически  активните 
с  ограничение  на 
възрастни 
активността или увреждане, които 
са  изложени  на  риск  от  бедност, 
беше  под  средната  стойност  за  ЕС 
през 2014 и 2018 г.

 ▶ Делът  на  хората  с  ограничение 
на  активността  или  увреждане, 
които  считат  здравословното  си 
състояние  за  лошо,  остана  доста 
над средното равнище за ЕС.

 ▶ В  България  се  наблюдава  цялостно 
нарастване на дела на младите хора, 
участващи в мерки за образование 
и  обучение,  през  периода  2014  – 
2018 г.

ОБЯСНИТЕЛНИ БЕЛЕЖКИ
•  Цифрите представят ситуацията за операции на ЕСФ по инвестиционни приоритети 9i, 9ii, 9iii, 9iv, 9v и 9vi за програмния период 2014 – 2020 г., 
изпълнени до декември 2018 г., както са вписани в системата за наблюдение SFC2014 до 10 декември 2019 г. В много случаи операциите все още 
не са завършени на този етап. Те се предоставят само като показатели за напредъка.

•  Реализираните цели се изчисляват чрез разделяне на крайните продукти и резултатите на целите, зададени в оперативните програми. Целите бяха 

зададени за реализация до 2023 г.

•  Тъй като е възможно многократно участие в операции на ЕСФ, се отчита броят на участията, а не броят на участниците. Тези цифри не включват 

техническо съдействие.

•  Данните на участниците се събират в началото на дадена интервенция. Данни за резултатите се събират в края на операцията или дори по-късно. 

Поради тази разлика във времето двата набора данни (участия и резултати) не трябва да се сравняват непосредствено.

•  Анализът идентифицира шест типа TO9 операции: Тип 1: Фокусирани върху заетостта действия; тип 2: Развитие на основни умения; тип 3: Начално 
училищно образование; тип 4: Достъп до услуги; тип 5: Социално предприемачество; тип 6: Действия с цел повлияване на нагласите и системите.

БЪЛГАРИЯ
Подпомагане на социалното приобщаване: 2014 – 2018 г.

ЕВРОПЕЙСКИ СОЦИАЛЕН ФОНД

Политика  в  областта  на  социалното  приобщаване:  През  2016  г.  България  прие  нов  Закон 
за  предучилищното  и  училищното  образование,  както  и  нови  стандарти  за  осигуряване  на 
приобщаващо образование с оглед на подкрепа на индивидуалността и присъщото многообразие 
на  всички  ученици.  В  допълнение,  реформите  в  областта  на  социалните  услуги  между  2014  и 
2018  г.  съпътстваха  засилено  финансиране  за  подкрепа  на  децата  и  младите  хора  в  уязвимо 
положение и за социално приобщаване на хора с увреждания.
ПРИОРИТЕТИ И ДЕЙСТВИЯ НА ЕСФ
ЕСФ подкрепя действията за социално приобщаване в България посредством две оперативни програми 
с фокус върху цели, касаещи заетостта, усъвършенстването на уменията, достъпа до начално училищно 
образование и услуги, социално предприемачество и мерки за повлияване на нагласите и системите.

540

милиона  евро  са  предвидени 
общо  в  бюджета  за  действия  с 
цел социално приобщаване

на 

Приносът 
ЕС 
представлява  голям  дял 
от финансовите средства:

460

милиона евро

ЕСФ  насърчава  интеграцията  на  уязвими  групи  на  пазара  на  труда  и  подпомага  преминаването 
към  грижи  в  общността  за  лица  с  увреждания.  В  допълнение,  финансирането  по  линия  на  ЕСФ 
подобрява достъпа до социално предприемачество. 

По-специално, подкрепата на ЕСФ за социално приобщаване засяга следното:

Насърчаване  на  интеграцията  на  пазара  на  труда на групи в уязвимо положение 
като самотни родители, хора с увреждания и семейства с деца с увреждания;

Интеграция  на  маргинализирани  групи  (напр.  роми,  мигранти)  в  обществото  чрез 
предоставяне на многосекторни социални услуги;

Увеличаване на капацитета на образователните институции с цел осигуряване на 
подпомагаща среда за приобщаващо образование;

Подобряване на достъпа на хора с увреждания и лица на възраст над 65 години, 
които не могат да се грижат за себе си, до обществени услуги за социално приобщаване 
и здравеопазване;
Насърчаване  на  социалното  предприемачество  за  подпомагане  на  заетостта  и 
социалното приобщаване на групи в уязвимо положение.

От 2014 до 2018 г. финансовите средства, определени за избрани проекти, бяха съсредоточени 
главно върху подобряване на достъпа до услуги.

86%

11% 3%

0%

20%

40%

60%

80%

100%

Активни мерки за приобщаване – 3 %

Подобряване 
социални услуги – 86 %

на  достъпа  до 

Подпомагане  на  маргинализирани 
общности – 11 %

БЪЛГАРИЯ
Подпомагане на социалното приобщаване: 2014 – 2018 г.

ЕВРОПЕЙСКИ СОЦИАЛЕН ФОНД

ПРОФИЛИ НА УЧАСТВАЩИТЕ ПРИ ПОЛУЧАВАНЕ НА ПОДКРЕПА

хиляди.

147

74 %

изпълнени цели за 
2023 г. за участия

АКТУАЛНО СЪСТОЯНИЕ
Между 2014 и 
2018 г.

174

милиона евро
бяха похарчени.

Общият брой регистрирани 
участия възлиза на

В заетост
6%

Безработн
7%

Неактивни
87%

Безработни – 10 400
Неактивни – 126 829
В заетост, включително самостоятелна заетост – 9462

Без завършено образование

11%

Висше 
образование
4%

Гимназиален 
етап на средно 
образование/За
вършено 
обучение след 
средното 
образование

15%

Начално 
образование
/Първа 
степен на 
средното 
образование

44%

Начално  образование  или  прогимназиален  етап  на 
основното образование – 102 901
Гимназиален етап на средното образование или завършено 
обучение след средното образование – 21 754
Висше образование – 5332
Без завършено образование – 16 704

37 768 участници на възраст над 54 години и безработни/неактивни

52 299 мигранти и етнически малцинства, включително роми*

47 989 участници с увреждания*

29 % от участниците бяха жени

*Възможно е цифрите да са подценени поради непредоставени лични данни от участниците
РЕЗУЛТАТИ
Като цяло 

33 427  резултата бяха постигнати с подкрепата на ЕСФ за социално 
32 890

постигнати 
непосредствени 
резултата

постигнати 
дългосрочни 
резултата

537

приобщаване до края на 2018 г.

Ангажирани в търсене на работа
В образование и обучение

Получили квалификация
В заетост

9 %
88 %

2 %
2 %

В заетост
В подобрена ситуация на пазара на труда

99 %
1 %

Броят  на  децата  на  възраст  между  3  и  6  години,  които  получиха  услуги  за  ранна  превенция  на 
образователни трудности, надхвърли първоначалната целева стойност.

Подкрепата на ЕСФ в България активира съществен брой дълготрайно безработни лица, в частност 
такива с начално образование или прогимназиален етап на основното образование.

Постигане на целите за 2023 г. за специфични резултати: 59 % 

БЪЛГАРИЯ
Подпомагане на социалното приобщаване: 2014 – 2018 г.

ЕВРОПЕЙСКИ СОЦИАЛЕН ФОНД

НАТРУПАН ДОСЕГА ОПИТ
Иновативни социални и здравни 
услуги
Подкрепата  на  ЕСФ  може  да  се  използва  за 
иницииране на иновативни социални и здравни 
услуги  и  следователно  за  допринасяне  към 
процеса на деинституционализиране на деца 
и дългосрочни грижи. 

Изграждане на капацитет
ЕСФ увеличи капацитета на местните общини, 
за  да  предостави  достъп  до  качествено 
обучение  на  уязвими  деца,  и  стимулира 
ранната превенция на проблеми при ученето. 

финансира 

разработката 

Развитие на национални стандарти
ЕСФ 
на 
методологии за работа с деца със специални 
образователни 
като 
проектът беше управляван от Министерството 
на  образованието,  тези  методологии  бяха 
доразработени в национални стандарти.

потребности. 

Тъй 

Развитие на национални стандарти
Сътрудничеството 
образователни 
посредници  и  ромски  НПО  помогна  на 
националните и местните администрации да 
ангажират уязвимите общности и да спечелят 
тяхното доверие. 

с 

ДОПЪЛНИТЕЛНА ИНФОРМАЦИЯ
ЕСФ в България https://ec.europa.eu/esf/main.jsp?catId=372&langId=en

Уеб сайт на ЕСФ в България https://esf.bg/    http://sf.mon.bg/

Европейска комисия, 2020 г. Проучване в подкрепа на оценката за 2020 г. 
за насърчаване на социалното приобщаване, борба с бедността и всякаква 
дискриминация от Европейския социален фонд (Тематична цел 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination.  During  the  period  2014-2018,  the  EU  and  Belgium  spent  a  combined  total  of 
202 Million Euro in ESF investments for social inclusion. As a result, 271 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Belgium.  This  factsheet  summarises  the  main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

BELGIUM

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

21.2

21.1

20.7

20.3

19.8

2014

2015

2016

2017

2018

People living in households with low work intensity, %

14.6

14.9

14.9

14.0

12.7

2014

2015

2016

2017

2018

Employment rate of women, %

62.9

63.0

63.0

63.6

65.5

2014

2015

2016

2017

2018

Long-term unemployment, %

4.3

4.4

4.0

*
3.5

2.9

2014

2015

2016

2017

2018

*break in time series

21.8

EU Average
(2018)

8.8

EU Average
(2018)

67.4

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  steadily 
declined over the 2014 to 2018 period.

 ▶ The  share  of  people 

in 
households with low work intensity 
declined less than the EU average.

living 

 ▶ The labour market situation in Belgium 
improved over the 2014 to 2018 period. 
This 
improvement  did  not  benefit 
everyone  equally.  F.i.    the  employment 
rate  of  men  remained  considerably 
higher  than  that  of  women  over  this 
period.

 ▶ The  rate  of  long-term  unemployed 
declined over the 2014 to 2018 period.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

BELGIUM
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The Federal Anti-Poverty Plan (2016-2019) focuses on six priority objectives, which 
includes  ensuring  social  protection  of  the  disadvantaged,  improving  their  labour  market  access  and 
provision of housing. The anti-poverty plan for the Brussels Capital Region focuses on improving the 
situation of people who are excluded from society or who are at a high risk of poverty. Implementation 
of the Flemish Action Plan against Poverty is coordinated by relevant Ministries. The actions focus on 
employment, education and social protection measures including provision of housing and healthcare. 
Actions in the Walloon Plan Against Poverty focus on housing, food and nutrition, energy, water and 
health. It gives particular attention to youths and single parent households.  

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Belgium  through  four  Operational  Programmes  focused  on 
employment  objectives,  enhancing  skills,  access  to  services,  social  entrepreneurship  and  measures 
influencing attitudes and systems.

713

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

337

Million Euro

ESF funds promote labour market and socio-economic integration of vulnerable and marginalised groups. 
The funds also promote equal opportunities and social entrepreneurship.

In particular, ESF support to social inclusion concerns the following:

Labour market integration of the unemployed, beneficiaries of social assistance, people 
with migration background and persons facing multiple and complex barriers, through adapted 
coaching and training;

Socio-economic integration of marginalised communities such as the Roma;

Equal opportunities between men and women;

Promotion of social entrepreneurship and vocational integration in social enterprises 
and the social economy to facilitate access to employment.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures.

98%

1% 1%

Active inclusion measures - 98%

Combat discrimination - 1%

Promotion of social entrepreneurship - 1%

0%

20%

40%

60%

80%

100%

BELGIUM
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

202

Million Euro
were spent.

The total number of recorded 
participations corresponds to

271

thousand.

2023 participation 
targets were achieved.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

3%

Inactive

11%

Unemployed
86%

Unemployed - 233,557
Inactive - 29,915
Employed, including self-employed - 7,900

Without educational attainment
20%

Tertiary 
education
6%

Upper/Post 
secondary 
education

22%

Primary / 
Lower 
secondary 
education

44%

Primary or lower secondary education  - 140,622
Upper secondary or post-secondary education - 58,866
Tertiary education - 17,912
Without education attainment - 53,942

92,616 migrants and ethnic minorities including Roma*

315 supported micro and SMEs including social economy enterprises*

15 projects for women in employment

49% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

99,880 common results were generated by ESF support to social inclusion  
86,511

13,369

immediate results 
were achieved

        by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

2%

37%

11%

50%

In employment

100%

Strengthening people’s competences in the social economy is part of ESF actions to promote sustainable 
integration in the regular labour market.

Achievement of 2023 targets for specific results: 53% 

 
 
 
BELGIUM
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Flexibility in design
ESF support to social inclusion shifted towards 
improving the qualifications of social economy 
workers and enhancing the productivity of social 
enterprises.

Enhancing the technical and 
organisational capacity of potential 
beneficiaries
In  Flanders,  small  organisations  can  receive 
direct 
funding 
opportunities  from  the  Managing  Authority  as 
well  as  coaching  on  project  development  and 
implementation.

communications 

about 

Simplified cost options
Simplified cost options improve the efficiency of 
ESF operations and can be used more widely.

High level of cooperation
Improved  links  between  local  social  welfare 
centres  and  the  Public  Employment  Service 
enabled the Managing Authority of the Brussels 
Capital  Region  to  identify  difficulties  faced  by 
people moving from a relatively protected post 
in  the  third  sector  to  the  more  competitive 
regular labour market. 

ADDITIONAL INFORMATION
The ESF in Belgium https://ec.europa.eu/esf/main.jsp?catId=371&langId=en

Website of the ESF Belgium http://www.europeinbelgium.be/en/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

HET EUROPEES SOCIAAL FONDS
Ondersteuning van sociale inclusie: 2014 - 2018

SAMENVATTING
Het  Europees  Sociaal  Fonds  (ESF)  heeft  als  doel  sociale  inclusie  te  bevorderen  en  armoede  en 
discriminatie te bestrijden. In de periode van 2014 tot 2018 hebben de EU en België samen in 
totaal 202 miljoen euro besteed vanuit het ESF voor sociale inclusie. Dit heeft geleid tot ongeveer 
271.000 deelnames aan activiteiten op het gebied van sociale inclusie. Dit informatieblad biedt 
een samenvatting van de belangrijkste maatregelen, de resultaten en de lessen die tot nu toe zijn 
getrokken uit de uitvoering van de - door de EU medegefinancierde - maatregelen van het ESF 
inzake sociale inclusie.

BELGIË

SOCIAALECONOMISCHE CONTEXT EN UITDAGINGEN
Personen in armoede of sociale uitsluiting, %

21.2

21.1

20.7

20.3

19.8

2014

2015

2016

2017

2018

21.8

EU-gemiddelde
(2018)

Personen die leven in een huishouden (quasi) zonder werk, %

14.6

14.9

14.9

14.0

12.7

2014

2015

2016

2017

2018

Tewerkstellingsgraad van vrouwen, %

8.8

EU-gemiddelde
(2018)

62.9

63.0

63.0

63.6

65.5

67.4

2014

2015

2016

2017

2018

EU-gemiddelde…

Langdurige werkloosheid, %

4.3

4.4

4.0

*
3.5

2.9

2.9

2014
2015
* onderbreking in periode

2016

2017

2018

EU-gemiddelde
(2018)

 ▶ Het  aandeel  van  personen  die  in 
armoede of sociale uitsluiting is in de 
periode 2014 - 2018 gestaag gedaald.

 ▶ Het  aandeel  personen  die  leven  in 
een huishouden (quasi) zonder werk 
nam minder af dan het EU-gemiddelde.

 ▶ De  arbeidsmarkt  in  België  is  tijdens  de 
periode  van  2014  tot  2018  verbeterd. 
Deze  verbetering 
iedereen 
evenveel  ten  goede  gekomen.  Zo  bleef 
deze  periode  het  tewerkstellingsgraad 
van  mannen  aanzienlijk  hoger  dan  dat 
van vrouwen.

is  niet 

 ▶ De langdurige werkloosheid is tijdens 
de periode van 2014 tot 2018 gedaald.

TOELICHTING
•  De cijfers tonen de resultaten van die activiteiten van het ESF die plaatsvonden in het kader van de investeringsprioriteiten 9i, 9ii, 9iii, 9iv, 9v en 9vi van 
de programmaperiode 2014-2020 en die per december 2018 nog liepen en uiterlijk op 10 december 2019 in het monitoringsysteem SFC2014 werden 
geregistreerd. Veel van deze activiteiten zijn op dit moment nog niet afgerond. De cijfers worden uitsluitend vermeld om een indicatie van de voortgang te 
geven.

•  De eindresultaten werden berekend door de behaalde resultaten te delen door de 2023 doelstellingen die in de operationele programma's zijn vastgesteld.
•  Omdat het kan zijn dat een persoon meer dan eens deelneemt aan een ESF-activiteit, wordt niet het aantal deelnemers maar het aantal deelnames vermeld. 

In deze cijfers wordt technische ondersteuning buiten beschouwing gelaten.

•  De deelnemersgegevens werden verzameld op het moment dat de deelname begon. De gegevens over de resultaten werden verzameld bij afronding van een 

activiteit of zelfs later. Vanwege dit verschil in tijd kunnen de twee gegevenssets (deelnames en resultaten) niet rechtstreeks worden vergeleken..

•  Uit de evaluatie zijn zes soorten TO9-activiteiten naar voren gekomen: Type 1: op werkgelegenheid gerichte acties; Type 2: verbetering van basisvaardigheden; 

Type 3: basich schoolonderwijs; Type 4: toegang tot diensten; Type 5: sociaal ondernemerschap; Type 6: acties die houdingen en systemen beïnvloeden.

BELGIË
Ondersteuning van sociale inclusie: 2014-2018

HET EUROPEES SOCIAAL FONDS

Beleidsreactie: Het Federaal Plan Armoedebestrijding (2016-2019) is opgebouwd rond zes strategische 
doelstellingen, waaronder het verzekeren van sociale bescherming van kansarmen, het verbeteren van 
hun toegang tot de arbeidsmarkt en het garanderen van huisvestiging. Het Brussels Actieprogramma 
Armoedebestrijding is gericht op het verbeteren van de situatie van personen die sociaal uitgesloten zijn 
of een hoog risico op armoede lopen. De implementatie van het Vlaams Actieplan Armoedebestrijding is 
door de desbetreffende ministeries gecoördineerd. De maatregelen zijn vooral gericht op tewerkstelling, 
onderwijs en sociale bescherming, met inbegrip van het voorzien van huisvestiging en gezondheidszorg. 
De maatregelen van het Waals Actieplan voor Armoedebestrijding zjin gericht op huisvestiging, voeding, 
energie, water en gezondheid. Bijzondere aandacht gaat uit naar jongeren en eenoudergezinnen.

PRIORITEITEN EN ACTIES VAN HET ESF
Het  ESF  ondersteunt  in  België  maatregelen  voor  sociale  inclusie  door  middel  van  vier  operationele 
programma's  gericht  op  tewerkstelling,  het  verbeteren  van  vaardigheden,  toegang  tot  diensten,  sociaal 
ondernemerschap en maatregelen om houdingen en systemen te veranderen.

713

miljoen  euro  werd 
voor 
voorzien 
inclusiemaatregelen

in  totaal 
sociale-

De  EU-bijdrage  vormt  een 
groot  aandeel  van  deze 
financiering:

337

miljoen euro

ESF-fondsen bevorderen de toegang tot de arbeidsmarkt en de sociaaleconomische integratie van kwetsbare 
en  gemarginaliseerde  groepen.  De  fondsen  bevorderen  ook  gelijke  kansen  voor  mannen  en  vrouwen  en 
sociaal ondernemerschap.

De steun vanuit het ESF voor sociale inclusie omvat in het bijzonder het volgende:

integratie  in  de  arbeidsmarkt  van  werklozen,  personen  die  genieten  van  een 
bijstandsuitkering, personen met een migratieachtergrond en personen die met meerdere en 
complexe hindernissen te kampen hebben, via aangepaste begeleiding en training;

sociaaleconomische  integratie  van  gemarginaliseerde  gemeenschappen  zoals  de 
Roma;

gelijke kansen voor mannen en vrouwen;

bevorderen van sociaal ondernemerschap en beroepsintegratie in sociale ondernemingen 
en in de sociale economie om de toegang tot de arbeidsmarkt te bevorderen.

Tussen  2014  en  2018  was  de  aan  geselecteerde  projecten  toegewezen  financiering  voornamelijk 
gericht op actieve-inclusiemaatregelen.

98%

1% 1%

0%

20%

40%

60%

80%

100%

Actieve-inclusiemaatregelen 
98%
Discriminatiebestrijding - 1%

- 

Bevorderen  van  sociaal  ondernemerschap  - 
1%

BELGIË
Ondersteuning van sociale inclusie: 2014-2018

HET EUROPEES SOCIAAL FONDS

STAND VAN ZAKEN
Tussen 2014 en 
2018

202

miljoen euro
werd uitgegeven.

Het aantal geregistreerde 
deelnames bedroeg

271

duizend.

doelstellingen 2023 
voor deelname werden 
bereikt.

PROFIELEN VAN DEELNEMERS TIJDENS ONDERSTEUNING

Tewerkgesteld

3%

Niet-actief

11%

Werkloos

86%

Werkloos - 233.557
Inactief - 29.915
Tewerkgesteld, ook als zelfstandige - 7.900

Zonder diploma
20%

Hoger onderwijs

6%

Lager 
secundair 
onderwijs
44%

Hoger secundair 
onderwijs

22%

Lager secundair onderwijs - 140.622
Hoger secundair onderwijs - 58.866
Hoger onderwijs - 17.912
Zonder diploma - 53.942

92.616 migranten en etnische minderheden, waaronder Roma*

315 ondersteunde micro-ondernemingen en kmo's, waaronder sociale ondernemingen*
15 projecten voor tewerkstelling voor vrouwen

49% van de deelnames was door vrouwen

* De gerapporteerde cijfers zijn mogelijk lager dan in werkelijkheid omdat er van sommige deelnemers geen 
persoonsgegevens werden verzameld

RESULTATEN
In totaal waren eind 2018 

99.880  gemeenschappelijke resultaten door ESF-steun voor sociale inclusie gegenereerd.
86.511

13.369

langetermijnresultaten 
werden behaald

onmiddellijke 
resultaten bereikt

Is actief op zoek naar werk

Volgt een opleiding of training

Heeft een diploma behaald

Heeft werk gevonden

2%

37%

11%

50%

Heeft werk gevonden

100%

Een van de maatregelen van het ESF om duurzame integratie in de normale arbeidsmarkt te bevorderen, 
is om de vaardigheden van de mensen in de sociale economie te versterken.

Verwezenlijking van doelstellingen voor 2023 per specifieke resultaten: 53% 

BELGIË
Ondersteuning van sociale inclusie: 2014-2018

HET EUROPEES SOCIAAL FONDS

GELEERDE LESSEN TOT NU TOE
Verschuiving van concept
De  steun  van  het  ESF  voor  sociale  inclusie 
is  verschoven  naar  het  verbeteren  van  de 
kwalificaties  van  werknemers  in  de  sociale 
economie en het versterken van de productiviteit 
van sociale ondernemingen.

Verbetering in de technische en 
organisatorische capaciteit van 
potentiële begunstigden
In  Vlaanderen  kunnen  kleine  organisaties 
genieten  van  directe  meldingen  van  de 
managementautoriteit over financieringskansen 
en  ook  coaching  over  projectontwikkeling  en 
-uitvoering.

Vereenvoudigde kostenopties
Vereenvoudigde  kostenopties  verbeteren  de 
efficiëntie  van  de  ESF-activiteiten  en  kunnen 
breder worden gebruikt.

Nauwe samenwerking
Dankzij  betere  banden  tussen  de  plaatselijke 
sociale  instellingen  en  de  Rijksdienst  voor 
kon  de  organiserende 
Arbeidsvoorziening 
voor  het  Brussels 
managementautoriteit 
Hoofdstedelijk 
hindernissen 
identificeren  die  mensen  ondervinden  wanneer 
ze van een relatief beschermende job in de derde 
sector naar een meer concurrentiegevoelige job 
naar de reguliere arbeidsmarkt overstappen. 

Gewest 

de 

AANVULLENDE INFORMATIE
Het ESF in België https://ec.europa.eu/esf/main.jsp?catId=371&langId=nl

Website van ESF België http://www.europeinbelgium.be/en/

Europese Commissie, 2020. Onderzoek ter ondersteuning van de 
2020-evaluatie van het bevorderen van sociale inclusie, bestrijding van 
armoede en discriminatie door het Europees Sociaal Fonds (Thematische 
Doelstelling 09)

@EUsocial

socialeurope

LE FONDS SOCIAL EUROPÉEN
Soutien à l'inclusion sociale : 2014–2018

SYNTHESE
Le Fonds social européen (FSE) vise à promouvoir l'inclusion sociale et à lutter contre la pauvreté 
et la discrimination. Au cours de la période 2014–2018, l'UE et la Belgique ont consacré un total 
cumulé de 202 millions d'euros en investissements du FSE pour l'inclusion sociale. En conséquence, 
271  000  participations  à  des  activités  d'inclusion  sociale  ont  eu  lieu  en  Belgique.  Cette  fiche 
résume les principales actions, réalisations, résultats et enseignements tirés jusqu'à présent de la 
mise en œuvre des mesures d'inclusion sociale du FSE cofinancées par l'UE.

BELGIQUE

CONTEXTE SOCIO-ÉCONOMIQUES ET DÉFIS
Personnes en risque de pauvreté ou d'exclusion sociale, en pourcentage

21.2

21.1

20.7

20.3

19.8

2014

2015

2016

2017

2018

21.8

Moyenne UE
(2018)

Personnes vivant dans des ménages à très faible intensité de travail, 
en pourcentage

14.6

14.9

14.9

14.0

12.7

2014

2015

2016

2017

2018

Taux d'emploi des femmes, en pourcentage

62.9

63.0

63.0

63.6

65.5

2014

2015

2016

2017

2018

Chômage de longue durée, en pourcentage

4.3

4.4

4.0

*
3.5

2.9

2014

2015

2016

2017

2018

* ruptures dans les séries chronologiques

8.8

Moyenne UE
(2018)

67.4

Moyenne UE
(2018)

2.9

Moyenne UE
(2018)

 ▶ La proportion de personnes en risque 
de  pauvreté  ou  d'exclusion  sociale 
a régulièrement diminué entre 2014 et 
2018.

 ▶ La  proportion  de  personnes  vivant 
dans  des  ménages  à  très  faible 
intensité  de  travail a moins diminué 
que la moyenne de l'UE.

 ▶ La  situation  du  marché  du  travail  en 
Belgique s'est améliorée au cours de la 
période 2014–2018. Cette amélioration 
n'a  pas  profité  à  tout  le  monde  de 
manière  égale.  Ainsi,  le  taux  d'emploi 
des hommes est resté considérablement 
plus  élevé  que  celui  des  femmes  au 
cours de cette période.

 ▶ Le taux de chômage de longue durée 

a diminué entre 2014 et 2018.

NOTES EXPLICATIVES
•  Les illustrations montrent la situation relative aux opérations au titre des priorités d'investissement 9i, 9ii, 9iii, 9iv, 9v et 9vi pour la période de programmation 
2014–2020 mises en œuvre jusqu'en décembre 2018, telle que rapportée dans le système de suivi SFC2014 le 10 décembre 2019. Dans de nombreux cas, 
les opérations ne sont pas encore achevées à ce stade. Les données ne sont fournies qu'à titre indicatif.

•  La réalisation des objectifs est calculée en divisant les réalisations et les résultats par les objectifs fixés dans les programmes opérationnels. Les objectifs 

ont été fixés pour être atteints d'ici 2023.

•  Comme une personne peut participer plus d'une fois aux opérations FSE, c'est le nombre de participations qui est indiqué, et non le nombre de participants. 

Ces chiffres ne tiennent pas compte de l'assistance technique.

•  Les données sur les participants sont collectées avant de débuter l’intervention. Les données relatives aux résultats sont collectées à la fin d'une opération 

voire plus tard. En raison de ce décalage, les deux séries de données (participations et résultats) ne doivent pas être comparées directement.

•  L'évaluation a identifié six types d'opérations TO9 : Type 1 : Actions axées sur l'emploi ; Type 2 : Améliorer les compétences de base ; Type 3 : Éducation 

scolaire de base ; Type 4 : Accès aux services ; Type 5 : Entrepreneuriat social ; Type 6 : Actions influençant les attitudes et les systèmes.

BELGIQUE
Soutien à l'inclusion sociale : 2014–2018

LE FONDS SOCIAL EUROPÉEN

Réponse  politique  :  Le  plan  fédéral  de  lutte  contre  la  pauvreté  (2016–2019)  se  concentre  sur  six 
objectifs prioritaires, qui comprennent la garantie de la protection sociale des personnes défavorisées, 
l'amélioration de leur accès au marché du travail et la fourniture de logements. Le plan de lutte contre 
la  pauvreté  pour  la  Région  de  Bruxelles-Capitale  se  concentre  sur  l'amélioration  de  la  situation  des 
personnes qui sont exclues de la société ou qui sont fortement exposées au risque de pauvreté. La mise 
en œuvre du plan d'action flamand contre la pauvreté est coordonnée par les ministères concernés. 
Leurs actions se concentrent sur l'emploi, l'éducation et les mesures de protection sociale, y compris 
l'accès  au  logement  et  aux  soins  de  santé.  Les  actions  du  Plan  wallon  de  lutte  contre  la  pauvreté 
se  concentrent  sur  le  logement,  l'alimentation,  l'énergie,  l'eau  et  la  santé.  Il  accorde  une  attention 
particulière aux jeunes et aux ménages monoparentaux.  
PRIORITÉS ET ACTIONS FSE
Le FSE soutient les actions d'inclusion sociale en Belgique par le biais de quatre programmes opérationnels 
axés  sur  les  objectifs  de  l'emploi,  de  l'amélioration  des  compétences,  de  l'accès  aux  services,  de 
l'entrepreneuriat social et des mesures influençant les attitudes et les systèmes.

713

millions  d'euros  sont  budgétés 
au total pour soutenir les actions 
d'inclusion sociale

contribution 

La 
l'UE 
représente une part importante 
de ce financement :

de 

337

millions d'euros

Les fonds du FSE favorisent le marché du travail et l'intégration socio-économique des groupes vulnérables 
et marginalisés. Les fonds encouragent également l'égalité des chances et l'entrepreneuriat social.

Le soutien du FSE à l'inclusion sociale concerne en particulier les points suivants :

L'intégration sur le marché du travail des chômeurs, des bénéficiaires de l'aide sociale, 
des personnes issues de l'immigration et des personnes confrontées à des obstacles multiples 
et complexes, grâce à un accompagnement et à une formation adaptés ;

L'intégration socio-économique des communautés marginalisées telles que les Roms ;

L’égalité des chances entre les hommes et les femmes ;

La promotion de l'entrepreneuriat social et de l'intégration professionnelle dans les 
entreprises sociales et l'économie sociale pour faciliter l'accès à l'emploi.

De 2014 à 2018, les fonds alloués aux projets sélectionnés se sont principalement concentrés sur les 
mesures d'inclusion active.

98%

1% 1%

Mesures d'inclusion active – 98 %

Lutte contre la discrimination – 1 %

Promotion de l'entrepreneuriat social – 1 %

0%

20%

40%

60%

80%

100%

BELGIQUE
Soutien à l'inclusion sociale : 2014–2018

LE FONDS SOCIAL EUROPÉEN

ÉTAT D’AVANCEMENT
Entre 2014 et 
2018,

202

millions d'euros
ont été dépensés.

le nombre total de participations 
enregistrées correspond à

271

mille.

Les objectifs de 
participation pour 2023 
ont été atteints.

PROFILS DES PARTICIPANTS LORS DE LA RÉCEPTION DE L'AIDE

En emploi

3%

Inactif

11%

Chômeur

86%

Chômeurs – 233 557
Inactifs – 29 915
En emploi, y compris les indépendants – 7 900

Sans niveau de scolarité

20%

Enseignement 
supérieur (CITE 
5–8)
6%

Deuxième cycle de 
l’enseignement 
secondaire (CITE 3) 
ou enseignement 
post-secondaire non 
supérieur (CITE 4)

22%

Enseigneme
nt primaire 
(CITE 1) ou 
secondaire 
inférieur 
(CITE 2)
44%

Enseignement  primaire  (CITE  1)  ou  secondaire  inférieur 
(CITE 2) – 140 622
Deuxième  cycle  de  l'enseignement  secondaire  (CITE  3)  ou 
enseignement post-secondaire non supérieur (CITE 4) – 58 866
Enseignement supérieur (CITE 5–8) – 17 912
Sans niveau de scolarité – 53 942

92 616 migrants et minorités ethniques, y compris les Roms*

315 micro et PME soutenues, y compris les entreprises d’'économie sociale*

15 projets pour les femmes dans l'emploi

49 % des participants étaient des femmes

*Les chiffres peuvent être sous-estimés en raison de la non-communication d'informations personnelles par 
les participants
RÉSULTATS
Dans l'ensemble, 

99 880  des résultats communs ont été générés par le soutien du FSE à 
86 511

13 369

de résultats immédiats 
ont été réalisés

l'inclusion sociale fin 2018.

résultats à plus 
long terme ont été 
obtenus

Engagés dans la recherche d'emploi

Suivent des études

Ont obtenu une qualification

Exercent un emploi

2 %

37 %

11 %

50 %

En emploi

100 %

Le renforcement des compétences des personnes dans l'économie sociale fait partie des actions FSE visant 
à promouvoir une intégration durable dans le marché du travail régulier.

Réalisation des objectifs de 2023 pour des résultats spécifiques : 53 % 

BELGIQUE
Soutien à l'inclusion sociale : 2014–2018

LE FONDS SOCIAL EUROPÉEN

ENSEIGNEMENTS TIRÉS JUSQU'À PRÉSENT
Flexibilité dans la conception
Le  soutien  FSE  à  l'inclusion  sociale  a  été 
réorienté  vers  l'amélioration  des  qualifications 
des  travailleurs  de  l'économie  sociale  et  le 
renforcement de la productivité des entreprises 
sociales.

Renforcer la capacité technique et 
organisationnelle des bénéficiaires 
potentiels
En  Flandre,  les  petites  organisations  peuvent 
recevoir  des  communications  directes  sur  les 
possibilités de financement de la part de l'autorité 
de gestion ainsi qu'un accompagnement pour le 
développement et la mise en œuvre de projets.

Options de coûts simplifiées
Les  options  de  coûts  simplifiées  améliorent 
l'efficacité  des  opérations  FSE  et  peuvent  être 
utilisées plus largement.

Un niveau élevé de coopération
L'amélioration des liens entre les centres locaux 
d'aide  sociale  et  le  Service  public  de  l'emploi 
a  permis  à  l'autorité  de  gestion  de  la  Région 
de  Bruxelles-Capitale  d'identifier  les  difficultés 
rencontrées  par  les  personnes  passant  d'un 
poste relativement protégé dans le tiers-secteur 
au marché du travail régulier plus compétitif. 

INFORMATIONS COMPLÉMENTAIRES
FSE en Belgique https://ec.europa.eu/esf/main.jsp?catId=371&langId=fr

Site web du FSE Belgique http://www.europeinbelgium.be/fr/

Commission européenne, 2020. Étude de soutien à l’évaluation 2020 de la 
promotion de l’inclusion sociale, de la lutte contre la pauvreté et de toute 
discrimination par le Fonds social européen (Objectif Thématique 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The European Social Fund (ESF) aims at promoting labour market activation, social inclusion and 
combating poverty and discrimination. During the period 2014-2018, the EU and Cyprus spent a 
combined total of 24 Million Euro in ESF investments for social inclusion. As a result, about 1.3 
thousand participations in social inclusion activities have taken place in Cyprus. This factsheet 
summarises the main actions, outputs, results and lessons learned so far from the implementation 
of ESF social inclusion measures co-funded by the EU.

CYPRUS

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

27.4

28.9

27.7

25.2

23.9

21.8

2016

2015

2014

EU Average
(2018)
Young people neither in employment nor in education and 
training, %

2017

2018

17.0

15.3

16.0

16.1

13.2

2014

2015

2016

2017

2018

10.5

EU Average
(2018)

Persons with (some or severe) disability who are in work 
and at risk of poverty, %

8.7

11.5

2014

2015

7.0

2016

6.8

2017

9.6

2018

Early leavers from education and training, %

6.8

2014

5.2

2015

7.6

8.5

7.8

2016

2017

2018

11.7

EU Average
(2018)

10.5

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
over  the  2014  to  2018  period.  It 
remained higher than the EU average.

 ▶ The share of young people aged 15 to 
24 who were neither in employment 
nor in education and training in the 
country declined over the period.

 ▶ There  was  an  overall  increase  in  the 
share  of  economically  active  adults 
with activity limitation or disability 
who are at risk of poverty.

 ▶ The share of young people aged 18 to 
24 years who leave school prior to 
obtaining  secondary  qualifications 
slightly  increased  -  it  remained  below 
the EU average.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

CYPRUS
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  The  reform  of  the  Social  Welfare  System  (SWS)  with  the  introduction  of  the 
Guaranteed  Minimum  Income  (GMI)  Scheme  prioritised  the  reduction  of  the  proportion  of  people  at 
risk of poverty and social inclusion, integrating individuals into the labour market and improving the 
situation of vulnerable youth, such as NEETs and early school leavers. In addition, the National Social 
Policy aimed to improve the well-being of children, reform the welfare system, promote active inclusion 
and employability and support long-term care and effective governance. 

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Cyprus through one national Operational Programme focused on 
employment objectives, access to basic school education and services, and measures influencing attitudes 
and systems.

64

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

54

Million Euro

ESF  funds  support  measures  to  reduce  poverty  and  enhance  social  inclusion  through  active  inclusion 
measures with a view to promote equal opportunities and active participation in employment and education.

In particular, ESF support to social inclusion concerns the following:

Integrate into the labour market and improve the prospects for sustainable employment 
of vulnerable groups at risk of poverty by placing them in subsidized jobs;

Enhance educational support for students at risk of discrimination in selected school units;

Promote equal opportunities through improved employment prospects and social inclusion 
of people at high risk of social exclusion, including persons with disabilities

From 2014 to 2018 the funds allocated to selected projects focused mainly on combating discrimination.

84%

16%

Combat  discrimination  and  promoting  equal 
opportunities - 84%

Active  inclusion  measures  with  a  view  to  active 
participation and improving employability - 16%

0%

20%

40%

60%

80%

100%

CYPRUS
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

24

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

thousand.

1.3

59%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Unemployed
100%

Unemployed - 1,333
Inactive - 0
Employed, including self-employed - 0

Primary / Lower secondary 
education
8%

Tertiary 
education
31%

Upper/Post 
secondary education
61%

Primary or lower secondary education  - 111
Upper secondary or post-secondary education - 817
Tertiary education - 405
Without education attainment - 0

123 participations with a disability*

38% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants

RESULTS
Overall, 

208 common results were generated by ESF support to social inclusion by the end of 2018.
121

longer-term results were 
achieved

immediate results were 
achieved

87

ESF actions provided monetary incentives to private sector businesses to increase the employment rate of 
economically inactive persons from vulnerable groups.

ESF in Cyprus extended the Disability Assessment System to better identify the interventions needed to 
improve the employability of persons with a disability.

CYPRUS
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Administrative capacity
ESF  operations  boosted  the  administrative 
capacity of government institutions.

Legal frameworks
The  preparation  of 
regulatory 
frameworks  during  the  design  stage  helps  to 
establish that projects are sustainable.

legal  and 

Flexible design
The  flexibility  offered  by  ESF  in  designing 
programmes  helps  to  address  unforeseen 
challenges that arise during implementation.

ADDITIONAL INFORMATION
The ESF in Cyprus https://ec.europa.eu/esf/main.jsp?catId=373&langId=en

Website of the ESF Cyprus https://www.structuralfunds.org.cy/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ
Υποστήριξη στην Κοινωνική Ένταξη: 2014 - 2018

ΠΕΡΙΛΗΨΗ
Το  Ευρωπαϊκό  κοινωνικό  ταμείο  (ΕΚΤ)  έχει  στόχο  την  προώθηση  και  την  ανάπτυξη  της  εργασίας 
αγοράς, την κοινωνική ένταξη και την πάταξη της φτώχειας και των διακρίσεων. Κατά την περίοδο 
2014-2018,  η  ΕΕ  και  η  Κύπρος  δαπάνησαν  συνολικά  24  εκατομμύρια  ευρώ  σε  επενδύσεις  του 
ΕΚΤ για την κοινωνική ένταξη. Ως αποτέλεσμα, έλαβαν χώρα περίπου 1,3 χιλιάδες συμμετοχές για 
δραστηριότητες κοινωνικής ένταξης στην Κύπρο. Σε αυτό το έγγραφο συνοψίζονται οι κύριες δράσεις 
και αποτελέσματα, αποτελέσματα και ό,τι μάθαμε από την εφαρμογή μέτρων κοινωνικής ένταξης του 
ΕΚΤ με χρηματική υποστήριξη από την ΕΕ.

ΚΥΠΡΟΣ

ΚΟΙΝΩΝΙΚΟ-ΟΙΚΟΝΟΜΙΚΟ ΠΛΑΙΣΙΟ ΚΑΙ ΠΡΟΚΛΗΣΕΙΣ
Άτομα σε κίνδυνο φτώχειας ή κοινωνικού αποκλεισμού, %

27.4

28.9

27.7

25.2

23.9

2014

2015

2016

2017

2018

21.8

Μέσος όρος 
ΕΕ (2018)

Νέα άτομα που δεν εργάζονται, ούτε είναι σε εκπαίδευση ή 
πρακτική, %

17.0

15.3

16.0

16.1

13.2

2014

2015

2016

2017

2018

Άτομα με (μερική ή βαριά) αναπηρία που εργάζονται και 
βρίσκονται σε κίνδυνο φτώχειας , %

8.7

11.5

2014

2015

7.0

2016

6.8

2017

9.6

2018

10.5

Μέσος όρος 
ΕΕ (2018)

11.7

Μέσος όρος 
ΕΕ (2018)

 ▶ Η  αναλογία  ατόμων  σε  κίνδυνο 
φτώχειας ή κοινωνικού αποκλεισμού 
μειώθηκε 
την  περίοδο  2014-2018. 
Παρέμεινε υψηλότερη από τον μέσο όρο 
ΕΕ.

 ▶ Το  μερίδιο  νέων  15  -  24  χρονών 
που  δεν  εργάζονται,  ούτε  είναι  σε 
εκπαίδευση  ή  πρακτική  στη  χώρα 
μειώθηκε κατά την περίοδο αυτή.

 ▶ Υπήρχε  μια  γενική  αύξηση  στο  μερίδιο 
οικονομικά  ενεργών  ενηλίκων  με 
περιορισμούς  δραστηριοτήτων  ή 
αναπηρία σε κίνδυνο φτώχειας.

Άτομα που αποχωρούν πρόωρα από την εκπαίδευση και κατάρτιση, %

6.8

2014

5.2

2015

7.6

8.5

7.8

2016

2017

2018

10.5

Μέσος όρος ΕΕ 
(2018)

 ▶ Το μερίδιο νέων 18 - 24 χρονών που 
αποχωρούν από εκπαιδευτικές δομές 
πριν  να  λάβουν    στη  χώρα  αυξήθηκε 
ελαφρά  -  παρέμεινε  κάτω  από  το  μέσο 
όρο στην ΕΕ.

ΕΠΕΞΗΓΗΜΑΤΙΚΕΣ ΣΗΜΕΙΩΣΕΙΣ
•  Οι αριθμοί παρουσιάζουν την κατάσταση για τις δραστηριότητες του ΕΚΤ υπό τις Προτεραιότητες Επένδυσης 9i, 9ii, 9iii, 9iv, 9v και 9vi για την προγραμματική 
περίοδο 2014-2020, μέχρι τον Δεκέμβριο 2018, όπως καταγράφηκαν στο σύστημα παρακολούθησης SFC2014 την 10η Δεκεμβρίου 2019. Σε πολλές περιπτώσεις, 
οι δραστηριότητες δεν έχουν ολοκληρωθεί ακόμα σε αυτό το στάδιο. Αναφέρονται μόνο για ενδεικτικούς σκοπούς προόδου.

•  Οι στόχοι υπολογίζονται διαιρώντας τις δράσεις και αποτελέσματα και τα αποτελέσματα με τους καθορισμένους στόχους στα Επιχειρησιακά Προγράμματα. Οι 

στόχοι καθορίστηκαν προς επίτευξη για το 2023.

•  Καθώς ένα άτομο θα μπορούσε να συμμετάσχει σε από μία δραστηριότητα του ΕΚΤ, αναφέρεται ο αριθμός συμμετοχών και όχι συμμετεχόντων. Αυτοί οι αριθμοί 

δεν συμπεριλαμβάνουν την τεχνική υποστήριξη.

•  Τα  δεδομένα  των  συμμετεχόντων  συλλέγονται  κατά  την  αρχή  της  δράσης.  Τα  δεδομένα  των  αποτελεσμάτων  συλλέγονται  στο  τέλος  μιας  δράσης  ή  ακόμα 

αργότερα. Εξαιτίας αυτής της χρονικής διαφοράς, δεν θα πρέπει να συγκρίνονται άμεσα οι δύο ομάδες δεδομένων.

•  Η αξιολόγηση αναγνώρισε έξι τύπους δραστηριοτήτων TO9: Τύπος 1: Δραστηριότητες που επικεντρώνονται στα εργασιακά, Τύπος 2: Ενίσχυση βασικών δεξιοτήτων, 
Τύπος 3: Βασική σχολική εκπαίδευση, Τύπος 4: Πρόσβαση σε υπηρεσίες, Τύπος 5: Κοινωνική επιχειρηματικότητα, Τύπος 6: Πράξεις που επηρεάζουν συμπεριφορές 
και συστήματα.

ΚΥΠΡΟΣ
Υποστήριξη στην Κοινωνική Ένταξη: 2014-2018

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ

Πολιτική απάντησης: Η αναδιαμόρφωση του Συστήματος κοινωνικής πρόληψης (ΣΚΠ) με την εισαγωγή 
του Σχεδίου Εγγυημένου ελάχιστου εισοδήματος (ΕΕΕ) έκανε προτεραιότητα την μείωση του ποσοστού 
ατόμων σε κίνδυνο φτώχειας και κοινωνικής ένταξης, ενσωματώνοντας άτομα στην αγορά εργασίας και 
βελτιώνοντας την κατάσταση των ευάλωτων νέων, όπως εκτός εκπαίδευσης, απασχόλησης ή κατάρτισης 
και  άτομα  που  εγκατέλειψαν  νωρίς  το  σχολείο.  Επίσης,  η  Εθνική  Κοινωνική  Πολιτική  είχε  ως  στόχο  να 
βελτιώσει την ευημερία των παιδιών, να αναδιαμορφώσει το σύστημα κοινωνικής πρόνοιας, να προωθήσει 
την  ενεργή  ένταξη  και  απασχόληση  και  να  υποστηρίξει  την  μακροχρόνια  φροντίδα  και  αποτελεσματική 
διακυβέρνηση. 

ΠΡΟΤΕΡΑΙΟΤΗΤΕΣ ΚΑΙ ΔΡΑΣΕΙΣ ΕΚΤ
Το ΕΚΤ υποστηρίζει δράσεις κοινωνικής ένταξης στην Κύπρο μέσω ενός Επιχειρησιακού Προγράμματος που 
εστιάζει  σε  εργασιακούς  στόχους,  πρόσβαση  σε  βασική  σχολική  εκπαίδευση  και  υπηρεσίες  και  μέτρα  που 
επηρεάζουν συμπεριφορές και συστήματα.

64

Εκατομμύρια ευρώ ως συνολικός 
προϋπολογισμός 
δράσεις 
κοινωνικής ένταξης

για 

συμμετοχή 

ΕΕ 
Η 
αποτελεί μεγάλο μερίδιο της 
χρηματοδότησης αυτής:

της 

54

Εκατομμύρια ευρώ

Το ΕΚΤ χρηματοδοτεί μέτρα για τη μείωση της φτώχειας και για την προώθηση της κοινωνικής ένταξης μέσω 
μέτρων ενεργούς ένταξης για να προωθήσει ίσες ευκαιρίες και ενεργή συμμετοχή σε εργασία και εκπαίδευση.

Συγκεκριμένα, η υποστήριξη του ΕΚΤ στην κοινωνική ένταξη αφορά τα ακόλουθα:

Ενσωμάτωση στην εργασιακή αγορά και βελτίωση των προοπτικών βιώσιμης απασχόλησης 
για  ευάλωτες  ομάδες  σε  κίνδυνο  φτώχιας  με  την  τοποθέτησή  τους  σε  επιδοτούμενες  θέσεις 
εργασίας,

Βελτίωση εκπαιδευτικής υποστήριξης για μαθητές σε κίνδυνο διακρίσεων σε συγκεκριμένες 
σχολικές μονάδες;

Προώθηση  ίσων  ευκαιριών  μέσω  βελτιωμένων  προοπτικών  απασχόλησης  και  κοινωνικής 
ένταξης ατόμων σε υψηλό κίνδυνο κοινωνικού αποκλεισμού, συμπεριλαμβανομένων ατόμων με 
αναπηρία

Από το 2014 έως το 2018 οι πόροι που προορίζονταν σε συγκεκριμένα έργα επικεντρώθηκαν περισσότερο 
στην πάταξη των διακρίσεων.

84%

16%

Μάχη  κατά  των  διακρίσεων  και  προώθηση  ίσων 
ευκαιριών - 84%

Ενεργά  μέτρα  ένταξης  για  ενεργή  συμμετοχή  και 
βελτίωση της απασχόλησης - 16%

0%

20%

40%

60%

80%

100%

ΚΥΠΡΟΣ
Υποστήριξη στην Κοινωνική Ένταξη: 2014-2018

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ

ΠΟΡΕΙΑ ΕΡΓΑΣΙΩΝ
Από 2014 έως 
το 2018,

24

Εκατομμύρια ευρώ
δαπανήθηκαν.

Ο συνολικός αριθμός των 
εγγεγραμμένων συμμετοχών 
αντιστοιχεί σε περίπου

1,3

χιλιάδες.

59%

Επίτευξη των στόχων 
συμμετοχής για το 2023.

ΠΡΟΦΙΛ ΣΥΜΜΕΤΕΧΟΝΤΩΝ ΟΤΑΝ ΛΑΜΒΑΝΟΥΝ ΥΠΟΣΤΗΡΙΞΗ

Πρωτοβάθμια / Χαμηλότερη 
δευτεροβάθμια εκπαίδευση
8%

Τριτοβάθμια 
εκπαίδευση

31%

Άνεργοι
100%

Ανώτερη / 
Μεταδευτεροβάθμια 
εκπαίδευση

61%

Άνεργοι - 1.333
Αδρανείς - 0
Εργαζόμενοι, 
επαγγελματιών - 0

συμπεριλαμβανομένων 

των 

ελεύθερων 

Πρωτοβάθμια ή κατώτερη δευτεροβάθμια εκπαίδευση - 111
Ανώτερη δευτεροβάθμια ή μεταδευτεροβάθμια εκπαίδευση - 817
Τριτοβάθμια εκπαίδευση - 405
Χωρίς μόρφωση - 0

123 συμμετοχές με αναπηρία*

38% των συμμετεχών ήταν από γυναίκες

*Οι αριθμοί μπορεί να εμφανίζονται μειωμένοι εξαιτίας της έλλειψης προσωπικών πληροφοριών από τους συμ-
μετέχοντες
ΑΠΟΤΕΛΕΣΜΑΤΑ
Συνολικά, 

208 κοινά αποτελέσματα παράχθηκαν από την υποστήριξη του ΕΚΤ στην κοινωνική ένταξη  
121

μακροπρόθεσμα απολέσματα 
επιτεύχθηκαν

άμεσα αποτελέσματα 
επιτεύχθηκαν

87

 μέχρι το τέλος του 2018.

Οι δραστηριότητες του ΕΚΤ παρείχαν χρηματικά κίνητρα σε επιχειρήσεις του ιδιωτικού τομέα για να αυξήσει τα 
ποσοστά απασχόλησης σε μη ενεργά άτομα από ευπαθείς ομάδες.

Το ΕΚΤ στην Κύπρο παρέτεινε το Σύστημα Αξιολόγησης Αναπηρίας για να αναγνωρίσει καλύτερα τις απαραίτητες 
επεμβάσεις για να βελτιωθεί η απασχόληση των ατόμων με αναπηρία.

 
 
 
ΚΥΠΡΟΣ
Υποστήριξη στην Κοινωνική Ένταξη: 2014-2018

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ

ΜΑΘΗΜΑΤΑ ΠΟΥ ΜΑΘΑΜΕ ΜΕΧΡΙ ΤΩΡΑ
Διοικητική ικανότητα
Οι  δραστηριότητες  ΕΚΤ  ενίσχυσαν  τη  διοικητική 
ικανότητα των κυβερνητικών οργανισμών.

Ευέλικτος σχεδιασμός
Η ευελιξία που προσφέρει το ΕΚΤ στον σχεδιασμό 
των προγραμμάτων βοηθάει στην αντιμετώπιση 
προκλήσεων κατά την εφαρμογή τους.

Νομικά πλαίσια
Η  προετοιμασία  των  νομικών  και  κανονιστικών 
πλαισίων κατά τη φάση σχεδιασμού βοηθάει στην 
βιωσιμότητα των έργων.

ΕΠΙΠΡΟΣΘΕΤΕΣ ΠΛΗΡΟΦΟΡΙΕΣ
Το ΕΚΤ στην Κύπρο https://ec.europa.eu/esf/main.jsp?catId=373&langId=en

Ιστοσελίδα ΕΚΤ στην Κύπρο https://www.structuralfunds.org.cy/

Ευρωπαϊκή Επιτροπή, 2020. Μελέτη που υποστηρίζει την αξιολόγηση του 2020 για 
την προώθηση της κοινωνικής ένταξης, την καταπολέμηση της φτώχειας και των 
διακρίσεων από το Ευρωπαϊκό Κοινωνικό Ταμείο (Θεματικός στόχος 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Czech Republic spent a combined total 
of 217 Million Euro in ESF investments for social inclusion. As a result, 41 thousand participations 
in social inclusion activities have taken place in Czech Republic. This factsheet summarises the 
main actions, outputs, results and lessons learned so far from the implementation of ESF social 
inclusion measures co-funded by the EU.

CZECH REPUBLIC

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

14.8

14.0

13.3

12.2

12.2

2014

2015

2016

2017

2018

Employment rate in rural areas, % 

72.9

74.9

76.5

78.1

79.5

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

72.9

EU Average
(2018)

Persons with (some or severe) disability who are in work 
and at risk of poverty, % 

5.0

2014

6.2

2015

5.7

2016

6.2

2017

5.3

2018

11.7

EU Average
(2018)

 ▶ The  Czech  Republic  witnessed  a  more 
rapid decline in the proportion of people 
at risk of poverty or social exclusion 
than the EU average between the 2014 
to 2018 period.

 ▶ Over the 2014 to 2018 period, the share 
of employed persons in rural areas 
increased - it was higher than the EU 
average in 2018.

 ▶ There  was  an  overall  increase  in  the 
share  of  economically  active  adults 
with activity limitation or disability 
who are at risk of poverty.

Persons with (some or severe) disability who perceive their health 
as bad or very bad, % 

44.9

41.4

43.0

37.3

36.0

2014

2015

2016

2017

2018

30.5

EU Average
(2018)

 ▶ The  share  of  people  with  activity 
limitation or disability who consider 
their  health  condition  to  be  poor 
declined  more  rapidly  than  the  EU 
average over the 2014 to 2018 period.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

CZECH REPUBLIC
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  The  Social  Inclusion  Strategy  2014-2020  focuses  on  increasing  the  employability 
of  socially  excluded  persons  and  persons  at  risk  of  social  exclusion  and  poverty.  The  priority  of  the 
Strategy is to improve the accessibility of social services. The Strategy also reflects the need to ensure 
affordable quality health care, address prevention and promote a healthy lifestyle. The Czech Republic’s 
Education Policy Strategy to 2020 aims to achieve a significant reduction of inequalities in education 
by comprehensively strengthening the quality of the education system.

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  the  Czech  Republic  through  three  Operational  Programmes 
focused on employment objectives, access to services, social entrepreneurship  and measures influencing 
attitudes and systems.

1,051

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

854

Million Euro

ESF funds support the implementation of national policies on providing quality inclusive education through 
supporting professional development and capacity of educational personnel and institutions. 

In particular, ESF support to social inclusion concerns the following:

Increase employability and the employment rate of persons at risk of social exclusion in 
the labour market;

Improve social and economic integration of marginalised groups, such as Roma people;

Reinforce the quality and sustainability of the social services system. In particular, 
increase availability and efficiency of healthcare services and enable transfer of institutionalised 
psychiatric care activity into community- based care;

Foster  participation  of  local  actors  in  solving  problems  of  unemployment  and  social 
inclusion in rural areas.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures 
and enhance access to social services.

51%

35%

7% 4% 3%

Active inclusion measures - 51%

Enhance access to social services - 35%

Support to marginalised communities - 7%

Community-led local development strategies - 4%

0%

20%

40%

60%

80%

100%

Combat discrimination - 3%

CZECH REPUBLIC
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

217

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

41

29%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
47%

Unemployed
20%

Inactive
33%

Primary / 
Lower 
secondary 
education
30%

Without educational attainment

11%

Tertiary 
education
20%

Upper/Post 
secondary 
education

39%

Unemployed - 8,158
Inactive - 13,623
Employed, including self-employed - 19,649

Primary or lower secondary education  - 12,624
Upper secondary or post-secondary education - 16,232
Tertiary education - 8,232
Without education attainment - 4,342

4,270 migrants and ethnic minorities including Roma*
175 projects for public administration and services
66% of the participations were by women

13,436 from rural areas

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

5,261 common results were generated by ESF support to social inclusion by the end of 2018.
4,131

1,130

longer-term results 
were achieved

immediate results 
were achieved

Engaged in job search

Gained a qualification

In employment

10%

54%

36%

In employment

In improved labour market situation

73%

27%

The  number  of  children  with  disabilities  and  children  from  disadvantaged  backgrounds  receiving  ESF 
support for inclusive education surpassed the initial target values.

ESF actions to promote employment opportunities through investments in social economy generated a lot 
of interest.

Achievement of 2023 specific result targets: 27% 

CZECH REPUBLIC
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Simplified cost options promote 
efficiency
Simplified 
the 
administrative  burden  on  beneficiaries  and 
promoted  the  structure  of 
implementation 
during project preparation.  

reduced 

options 

cost 

communication 

Strong coordination and clear roles
Better 
public 
administrators  of  national  funds  is  critical  to 
establish  complementary 
linkages  between 
integrated actions.

between 

Delays in implementation
The  commencement  of  some  projects  were 
delayed,  which  presented  a  challenge  for 
negotiating  national  co-financing  from  the 
national budget with the Ministry of Finance.

ADDITIONAL INFORMATION
The ESF in the Czech Republic https://ec.europa.eu/esf/main.jsp?catId=374&langId=en

Website of the ESF Czech Republic  https://www.esfcr.cz/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

Hope Group (2017). Strategic evaluation of the relevance of OP Employment in the 
Czech Republic.

@EUsocial

socialeurope

EVROPSKÝ SOCIÁLNÍ FOND
Podpora sociálního začleňování: 2014 - 2018

ČESKÁ REPUBLIKA

SHRNUTÍ
Cílem Evropského sociálního fondu (ESF) je širší sociální začleňování, boj s chudobou a diskriminací. 
EU a Česká republika společně utratily v období 2014-2018 v rámci ESF celkem 217 mil. euro na 
investice  pro  sociální  začleňování.  Ve  výsledku  se  v  České  republice  zúčastnilo  aktivit  v  rámci 
sociálního začleňování 41 tisíc osob. Tento informační dokument obsahuje hlavní aktivity, výstupy, 
výsledky  a  poznatky  získané  z  implementace  opatření  pro  sociální  začleňování  v  rámci  ESF 
spolufinancovaných EU.

SOCIÁLNĚ-EKONOMICKÝ KONTEXT A VÝZVY
Lidé ohrožení chudobou nebo sociálním vyloučením, %

14.8

14.0

13.3

12.2

12.2

2014

2015

2016

2017

2018

Míra zaměstnanosti ve venkovských oblastech, % 

72.9

74.9

76.5

78.1

79.5

21.8

Průměr EU
(2018

72.9

2014

2015

2016

2017

2018

Průměr EU (2018

Osoby s postižením nebo postiženími, kteří pracují a jsou 
ohrožení chudobou, % 

11.7

5.0

2014

6.2

5.7

6.2

5.3

2015

2016

2017

2018

Průměr EU (2018

Osoby s postižením nebo postiženími, kteří hodnotí své zdraví jako 
špatné nebo velmi špatné, % 

44.9

41.4

43.0

37.3

36.0

30.5

2014

2015

2016

2017

2018

Průměr EU (2018

 ▶ Česká  republika  zaznamenala  vyšší 
pokles podílu lidí ohrožených chudobou 
nebo  sociálním  vyloučením  než  je 
průměr v EU za období 2014 až 2018.

 ▶ V 

letech  2014  až  2018  podíl 
zaměstnaných osob ve venkovských 
oblastech narostl - přesáhl průměr EU 
v roce 2018.

 ▶ Došlo  k  všeobecnému  nárůstu  podílu 
ekonomicky  aktivních  dospělých 
s  omezením  výkonu  činnosti  nebo 
postižením,  kteří 
jsou  ohrožení 
chudobou.

 ▶ Podíl  lidí  s  omezením  činnosti  nebo 
postižením,  kteří  svůj    zdravotní 
stav  považují  za  špatný  se  snížil 
výrazněji  než  byl  průměr  EU  v  letech 
2014 až 2018.

VYSVĚTLUJÍCÍ POZNÁMKY
•  Uvedené údaje představují situaci pro operační programy ESF s investičními prioritami 9i, 9ii, 9iii, 9iv, 9v a 9vi v programovém období 2014-2020, které byly 
implementovány do prosince 2018, jak je zaznamenáno v monitorovacím systému SFC2014 k datu 10. prosinec 2019. V mnoha případech nejsou činnosti 
stále ještě dokončené. Probíhají ve stádiu postupu.

•  Dosažení cíle se uvažuje odděleně podle výstupů a výsledků pro cíle, jež byly stanoveny v operačních programech. Dosažení cílů bylo stanoveno na rok 2023.
•  Jelikož jedna osoba se mohla operací v rámci ESF zúčastnit více než jednou, uvádí se počet účastí, ne počet účastníků. Údaje neobsahují technickou asistenci.
•  Údaje o účastnících jsou sbírány na začátku opatření. Údaje o výsledcích jsou sbírány na konci operace nebo i později. Z důvodu této časové prodlevy by se 

tyto dvě sady údajů (účast a výsledky) neměly porovnávat přímo.

•  Ve vyhodnocení bylo určeno šest typů operací TO9: 1. typ: Činnosti zaměřené na zaměstnanost; 2. typ: Zlepšení základních dovedností; 3. typ: Základní vzdělání; 

4. typ: Přístup ke službám; 5. typ: Sociální podnikání; 6. typ: Aktivity ovlivňující přístup a systém.

ČESKÁ REPUBLIKA
Podpora sociálního začleňování: 2014-2018

EVROPSKÝ SOCIÁLNÍ FOND

Politická  odezva:  Strategie  sociálního  začleňování  2014-2020  se  soustřeďuje  na  zvýšení 
zaměstnatelnosti  sociálně  vyloučených  osob  a  osob  ohrožených  sociálním  vyloučením  a  chudobou. 
Prioritou  strategie  je  zlepšení  přístupnosti  sociálních  služeb.  Strategie  odráží  dále  potřebu  dostupné 
kvalitní  zdravotní  péče,  řeší  prevenci  a  podporuje  zdravý  životní  styl.  Strategie  politiky  vzdělanosti  v 
České republice do roku 2020 má za cíl dosažení výrazného snížení nerovností ve vzdělání komplexním 
posílením kvality vzdělávacího systému.

PRIORITY A ČINNOSTI ESF
ESF podporuje aktivity sociálního začleňování v České republice  v rámci tří operačních programů zaměřených 
na problémy zaměstnanosti, přístupu ke službám, sociálního podnikání a opatření, jež mají vliv na přístup a 
systémy.

1.051

Miliónů euro je celkově v rozpočtu 
pro aktivity sociálního začleňování

část 

Převážná 
finančních  prostředků 
příspěvek EU:

těchto 
je 

854

Milionů euro

Prostředky  ESF  podporují  implementaci  národní  politiky  zajištění  kvality  udržitelného  vzdělávání 
prostřednictvím podpory profesního rozvoje a kapacity zaměstnanců a institucí ve vzdělávání. 

Podpora sociálního začleňování ESF se především soustředí na tyto problémy:

Zvýšení zaměstnatelnosti a míry zaměstnanosti osob ohrožených sociálním vyloučením 
na trhu práce;

Zlepšení sociální a ekonomické integrace opomíjených skupin , např. Romů;

Posílení  kvality  a  udržitelnosti  systému  sociálních  služeb.  Nejdůležitější  je  zvýšit 
dostuponost a účinnost zdravotních služeb a umožnit přesun institucionální psychiatrické péče 
do komunitní péče;

Podporovat  účast  lokálních  činitelů    při  řešení  problémů  nezaměstnanosti  a  sociálního 
začleńování ve venkovských oblastech.

V období 2014 až 2018 finanční prostředky určené pro vybrané projekty míříly především na opatření 
aktivního začleňování a zlepšení přístupu k sociálním službám.

51%

35%

7% 4% 3%

Opatření aktivního začleňování - 51%

0%

20%

40%

60%

80%

100%

Zlepšení přístupu k sociálním službám - 35%

Podpora  komunitám  vytěsněným  na  okraj 
společnosti - 7%
Zapojení  místních  komunit  do  strategie  místního 
rozvoje - 4%
Potírání diskriminace - 3%

ČESKÁ REPUBLIKA
Podpora sociálního začleňování: 2014-2018

EVROPSKÝ SOCIÁLNÍ FOND

SITUACE
V období 2014 
až  2018

217

Milionů euro
bylo využito.

Celkový počet zaznamenaných 
účastí odpovídá 

tisíc.

41 29 %

Splnění cílů účasti 2023.

PROFILY ÚČASTNÍKŮ PŘI OBDRŽENÍ PODPORY

Bez dosaženého vzdělání
11%

Zaměstnaní 
47%

Nezaměstnaní
20%

Neaktivní
33%

Základní / nižší 
střední 
vzdělání
30%

Terciární 
vzdělání
20%

Vzdělání 
střední vyšší 
/ na střední 
vzdělání 
navazující 
39%

Nezaměstnaní - 8.158
Neaktivní - 13.623
Zaměstnaní, včetně OSVČ - 19.649

Základní nebo nižší střední vzdělání - 12.624
Vzdělání vyšší střední nebo navazující na střední vzdělání - 16.232
Terciární vzdělání - 8.232
Bez dosaženého vzdělání - 4. 342

4.270 migrantů a etnických menšin včetně Romů*
175 projektů pro veřejnou správu a služby
Z 66 % se zúčastnily ženy

13.436 z venkovských oblastí

*Údaje mohou být menší než ve skutečnosti kvůli neposkytnutí osobních informací od účastníků
VÝSLEDKY
Celkem 

začleňování ke konci roku 2018.

5.261 společných výsledků bylo generováno z podpory ESF do sociálního 
4.131

1.130

bylo dosaženo 
okamžitých výsledků

bylo dosaženo 
dlouhodobých výsledků

Zapojeno do hledání práce

Získalo kvalifikaci

V zaměstnání

10 %

54 %

36 %

V zaměstnání

V lepší situaci na trhu práce

73 %

27 %

Počet dětí s postižením a dětí ze znevýhodněného prostředí, které obdržely podporu ESF na aktivní vzdělávání, 
překročil původní cílové hodnoty.

Aktivity  ESF  k  podpoře  příležitostí  pro  zaměstnávání  prostřednictvím  investic  do  sociální  ekonomiky  se 
setkaly s velkým zájmem.

Cíle pro specifické výsledky na rok 2023 se zaměřují na: 27% 

ČESKÁ REPUBLIKA
Podpora sociálního začleňování: 2014-2018

EVROPSKÝ SOCIÁLNÍ FOND

ZÍSKANÉ POZNATKY
Zjednodušené možnosti u nákladů 
podporují účinnost
Zjednodušené  možnosti  u  nákladů  snižují 
administrativní  zátěž  na  příjemce  a  podporují 
strukturu 
přípravy 
projektu.  

implementace 

během 

Silná spolupráce a jasné úlohy
Klíčovým  místem  pro  vznik  bezproblémového 
spojení  mezi  propojenými  aktivitami  je  lepší 
komunikace  mezi  veřejnými  administrátory 
národních fondů.

Prodlevy v zavádění
Zahájení  některých  projektů  bylo  zpožděno, 
takže  bylo  nutné  dobře  zvládnout  vyjednávání 
národního spolufinancování ze státního rozpočtu 
pro ministerstvo financí.

DALŠÍ INFORMACE
ESF v České republice https://ec.europa.eu/esf/main.jsp?catId=374&langId=en

Webová stránka ESF Česká republika https://www.esfcr.cz/

Evropská komise, 2020. Studie na podporu hodnocení podpory sociálního začleňování, 
boje proti chudobě a jakékoli diskriminaci z Evropského sociálního fondu do roku 2020 
(tematický cíl 09)

Hope Group (2017). Strategické vyhodnocení relevance OP zaměstnanost v České 
republice.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Germany spent a combined total of  
1 685 Million Euro in ESF investments for social inclusion. As a result, 493 thousand participations 
in social inclusion activities have taken place in Germany. This factsheet summarises the main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

GERMANY

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

20.6

20.0

19.7

19.0

18.7

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Young people in formal and non-formal education and training, %

43.8

43.9

43.3

43.6

43.6

2014

2015

2016

2017

2018

Long-term unemployment, %

2.2

2.0

2014

2015

1.7

2016

1.6

2017

1.4

2018

41.8

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
less as compared to the EU average.

 ▶ The 

share 

young 

of 
people 
in  education  and 
participating 
training  remained  steady  over  the 
2014 to 2018 period.

 ▶ The  rate  of  long-term  unemployed 

remained below the EU average.

Persons with (some or severe) disability who are in work and at 
risk of poverty, % 

13.1

15.2

12.6

12.5

12.5

2014

2015

2016

2017

2018

11.7

EU Average
(2018)

 ▶ Overall, there was a decline in the share 
of  economically  active  adults  with 
activity  limitation  or  a  disability 
who are at risk of poverty.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

GERMANY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The promotion of social inclusion is a core objective of the Federal Government and 
the Europe 2020 Strategy. ESF support focuses on social inclusion through activation and integration of 
vulnerable groups into the labour market, including low-skilled and people with a migration background, 
and to promote gender equality. A special focus has been set on the implementation of measures for 
long-term unemployed, in line with national policies.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Germany through seventeen regional Operational Programmes 
focused  on  employment  objectives,  enhancing  basic  skills,  access  to  services  and  measures  influencing 
attitudes and systems.

4.0

Billion Euro are budgeted in total 
for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

2.4

Billion Euro

ESF  funds  combat  social  exclusion  by  improving  the  conditions  of  people  at  high  risk  of  poverty  and 
addresses the need for social services in rural areas. In addition, it focuses on anti-discrimination initiatives 
pertaining to employment of persons with disabilities

In particular, ESF support to social inclusion concerns the following:

Improve employability and participation opportunities of people at risk of poverty and 
exclusion  including  the  long-  term  unemployed,  persons  not  in  education,  employment  nor 
training, people with a migrant background, refugees, Roma and other disadvantaged groups;

Improve the situation of people with disabilities, unemployed, job seekers and students 
into the labour market;

Implement  innovative  solutions  to  improve  access  to  affordable,  sustainable  and  high 
quality health and social services.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures.

99%

0.1% 0.1% 0.5%

0%

20%

40%

60%

80%

100%

Active inclusion measures - 99%

Combat discrimination - 0.1%

Enhance access to social services - 0.1%

Community-led 
strategies- 0.5%

local 

development 

GERMANY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

1,685

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

493

69%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

4%

Inactive
26%

Unemployed
70%

Unemployed - 344,263
Inactive - 128,868
Employed, including self-employed - 19,608

ethnic minorities including Roma*

257,095 migrants and 
197 projects for public 

administrations and services

Without educational attainment
5%

Tertiary 
education

9%

Upper/Post 
secondary 
education

30%

Primary / 
Lower 
secondary 
education
14%

Primary or lower secondary education  - 277,576
Upper secondary or post-secondary education - 146,377
Tertiary education - 44,357
Without education attainment - 24,429

with disabilities*

16,021 participations of people 
196 thousand participations of women

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

263,360 common results were generated by ESF support to social inclusion  
227,121

36,239

immediate results 
were achieved

    by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

6%

24%

40%

31%

In employment

In improved labour market situation

95%

5%

ESF support for social inclusion through socio-pedagogical guidance and on-the-job counselling / coaching 
has proven to be effective, for example through the OP in Baden-Württemberg

ESF  actions  achieved  positive  results  through  delivery  of  integrated  social  services  including  access  to 
childcare facilities, cooperation with job centres for wage subsidies or direct job creation programmes for 
persons with child care responsibilities.

Achievement of 2023 targets for programme-specific results: 77% 

 
 
 
 
GERMANY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Flexible design
While  ESF  operations  were  designed  prior  to 
the  refugee  crisis,  several  OPs  were  amended 
overtime  and  others  had  objectives  broad 
enough to promote the integration of refugees, 
asylum  seekers  and  ethnic  minorities  into 
society.

Needs of new target groups
A review of the target groups and their needs, 
carried  out  prior  to  the  design  and  delivery 
of  social  inclusion  operations  enhanced  the 
effectiveness of the intervention.

Partnerships and cooperation
ESF funds have been used to foster local-level 
partnerships  and  to  promote  the  integrated 
delivery  of  social  and  employment  services  in 
innovative ways.

ADDITIONAL INFORMATION
The ESF in Germany https://ec.europa.eu/esf/main.jsp?catId=375&langId=en

Website of the ESF Germany https://www.esf.de/portal/EN/Home/home.html

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

Ramboll & Chilehaus, C. (2018). Evaluation of two measures financed by Sachsen-
Anhalt OP. 

ISG Institute for Social Research and Social Policy GmbH (2018). Evaluation of the 
implementation of the Baden-Württemberg ESF OP 2014-2020.

@EUsocial

socialeurope

EUROPÄISCHER SOZIALFONDS
Förderung sozialer Integration: 2014-2018

ZUSAMMENFASSUNG

DEUTSCHLAND

Über den Europäischen Sozialfonds (ESF) finanzierte Maßnahmen zur Förderung sozialer Integration 
zielen auf die Bekämpfung von Armut und Diskriminierung. Um dieses Ziel zu erreichen, haben 
die  EU  und  Deutschland  zwischen  2014  und  2018  gemeinsam  1  685  Millionen  Euro  für  ESF-
Investitionen in die soziale Integration ausgegeben. Ein Ergebnis davon ist, dass in Deutschland 
493.000 Teilnahmen an Maßnahmen zur sozialen Integration verzeichnet wurden. Das vorliegende 
Factsheet  fasst  die  wesentlichen  Maßnahmen,  Outputs,  Ergebnisse  und  die  bisher  gewonnenen 
Erkenntnisse aus der Umsetzung der von der EU unter dem ESF kofinanzierten Maßnahmen zur 
sozialen Integration zusammen.

SOZIOÖKONOMISCHER KONTEXT UND HERAUSFORDERUNGEN
Von Armut oder sozialer Ausgrenzung gefährdete Personen, %

20.6

20.0

19.7

19.0

18.7

2014

2015

2016

2017

2018

21.8

EU-Durchschnitt
(2018)

 ▶ Der Anteil der von Armut oder sozialer 
Ausgrenzung gefährdeten Personen 
ist  im  Vergleich  zum  EU-Durchschnitt 
weniger stark zurückgegangen.

Junge Menschen in formeller und informeller Ausbildung, %

43.8

43.9

43.3

43.6

43.6

 ▶ Der Anteil an jungen Menschen in Aus- 
und  Weiterbildung  ist  im  Zeitraum 
2014 bis 2018 konstant geblieben.

2014

2015

2016

2017

2018

Langzeitarbeitslosigkeit, %

2.2

2.0

1.7

1.6

1.4

2014

2015

2016

2017

2018

41.8

EU-Durchschnitt
(2018)

2.9

EU-Durchschnitt
(2018)

Personen mit (leichter oder schwerer) Beeinträchtigung, die einer 
Erwerbstätigkeit nachgehen und armutsgefährdet sind, % 

13.1

15.2

12.6

12.5

12.5

11.7

 ▶ Die  Langzeitarbeitslosenquote 

lag 

unter dem EU-Durchschnitt.

 ▶ Insgesamt 

der 

sank 

wirtschaftlich 

Anteil 
an 
aktiven, 
armutsgefährdeten 
Erwachsenen 
mit  Aktivitätseinschränkung  oder 
Beeinträchtigung.

2014

2015

2016

2017

2018

EU-Durchschnitt
(2018)

ERKLÄRENDE ANMERKUNGEN
•  Die Zahlen spiegeln die Situation für die ESF-Maßnahmen im Rahmen der Investitionsprioritäten 9i, 9ii, 9iii, 9iv, 9v und 9vi für den Förderzeitraum 2014-
2020 wider und beziehen sich auf Maßnahmen, die mit Stand vom 10. Dezember 2019 im Monitoringsystem SFC2014 als bis Dezember 2018 umgesetzt 
eingetragen waren. Viele Maßnahmen sind noch nicht abgeschlossen. Sie dienen lediglich der Information über den Fortschritt.

•  Die Zielerreichung ergibt sich durch Division der Outputs und der Ergebnisse durch die in den Operationellen Programmen festgelegten Ziele. Die Ziele sollen 

bis 2023 erreicht werden.

•  Da Mehrfachteilnahmen an ESF-Maßnahmen möglich waren, ist die Anzahl der Teilnahmen und nicht die Anzahl der Teilnehmenden dokumentiert. Diese 

Zahlen berücksichtigen nicht die Technische Hilfe.

•  Die Daten der Teilnehmenden werden zu Beginn einer Maßnahme erhoben. Die Daten zu Ergebnissen werden am Ende einer Maßnahme oder sogar erst 
später erhoben. Weil die beiden Datensätze (Teilnahme- und Ergebnisdaten) zeitlich so weit auseinanderliegen, sollten sie nicht unmittelbar miteinander 
verglichen werden.

•  In  der  Evaluation  wurden  sechs  Typen  von  TO9-Maßnahmen  ermittelt:  Typ  1:  auf  Erwerbstätigkeit  bezogene  Maßnahmen;  Typ  2:  Erweiterung  von 
Grundkompetenzen;  Typ  3:  grundlegende  Schulausbildung;  Typ  4:  Zugang  zu  Dienstleistungen;  Typ  5:  soziales  Unternehmertum;  Typ  6:  Maßnahmen  zur 
Beeinflussung von Einstellungen und Systemen.

DEUTSCHLAND
Förderung sozialer Integration: 2014-2018

EUROPÄISCHER SOZIALFONDS

Antwort der Politik: Die Förderung von sozialer Integration ist eines der zentralen Ziele der Bundesregierung 
und der Europe 2020-Strategie. Die ESF-Finanzierung konzentriert sich auf soziale Integration durch 
Aktivierung und Eingliederung gefährdeter Gruppen in den Arbeitsmarkt, darunter Geringqualifizierte und 
Personen mit Migrationshintergrund, sowie auf die Förderung von Geschlechtergleichheit. Schwerpunkt 
sind im Einklang mit der nationalen Politik umgesetzte Maßnahmen für Langzeitarbeitslose.

ESF-PRIORITÄTEN UND -MASSNAHMEN
Der ESF fördert Maßnahmen zugunsten sozialer Integration in Deutschland durch 17 regionale Operationelle 
Programme, die sich mit Beschäftigungszielen, der Erweiterung von Grundkompetenzen, dem Zugang zu 
Dienstleistungen und Maßnahmen zur Beeinflussung von Einstellungen und Systemen befassen.

4,0

Milliarden  Euro  sind  insgesamt 
für  Maßnahmen 
zugunsten 
sozialer Integration vorgesehen.

Der  EU-Beitrag  entspricht 
einem  großen  Anteil  dieser 
Mittel:

2,4

Milliarden Euro

Die  ESF-finanzierten  Maßnahmen  bekämpfen  soziale  Ausgrenzung,  indem  die  Bedingungen  für  stark 
armutsgefährdete  Personen  verbessert  werden,  und  adressieren  die  Notwendigkeit  von  sozialen 
Dienstleistungen  in  ländlichen  Regionen.  Weiterer  Schwerpunkt  sind  Initiativen  zur  Bekämpfung  von 
Diskriminierung, die Personen mit Beeinträchtigungen am Arbeitsmarkt erfahren.

Konkret hat die ESF-Förderung von sozialer Integration folgende Ziele:

Verbesserung  der  Beschäftigungsfähigkeit  und  Teilhabechancen  für  von  Armut  und 
Ausgrenzung  gefährdete  Personen,  darunter  Langzeitarbeitslose  und  nichterwerbstätige 
Jugendlicher, die weder an Bildung noch an Weiterbildung teilnehmen (NEET), sowie Personen 
mit Migrationshintergrund, Flüchtlinge, Roma und andere benachteiligte Gruppen;

Verbesserung der Situation von Personen mit Beeinträchtigungen auf dem Arbeitsmarkt, 
sowohl für Arbeitslose und Arbeitssuchende als auch für Schüler und Studenten;

Umsetzung  innovativer  Lösungen  zur  Verbesserung  des  Zugangs  zu  erschwinglichen, 
nachhaltigen und qualitativ hochwertigen Gesundheits- und Sozialdienstleistungen.

Zwischen  2014  und  2018  konzentrierten  sich  die  ausgewählten  Projekten  zugewiesenen  Mittel  vor 
allem auf Maßnahmen zur aktiven Integration.

99%

0.1% 0.1% 0.5%

0%

20%

40%

60%

80%

100%

Maßnahmen zur aktiven Integration - 99 %

Bekämpfung von Diskriminierung - 0,1 %

Verbesserung  des  Zugangs  zu  sozialen 
Dienstleistungen - 0,1 %

Von  der  örtlichen  Gemeinschaft  betriebene 
lokale Entwicklungsstrategien - 0,5 %

DEUTSCHLAND
Förderung sozialer Integration: 2014-2018

EUROPÄISCHER SOZIALFONDS

STAND DER DINGE
Zwischen 2014 und 
2018 wurden

1 685

Millionen Euro
ausgegeben.

Tausend.

Die Gesamtzahl der erfassten 
Teilnahmen liegt bei

493

69 %

Erreichung der 
Teilnahmeziele für 2023.

PROFILE DER TEILNEHMENDEN, DIE UNTERSTÜTZUNG ERFAHREN

Employed

4%

Inactive
26%

Unemployed
70%

arbeitslos - 344.263
nicht im Erwerbsprozess - 128.868
in  Beschäftigung,  einschl. 
Tätigkeiten - 19.608

selbstständiger 

ethnische Minderheiten einschl. Roma*

257.095 MigrantInnen und 
197 Projekte für öffentliche 

Without educational attainment
5%

Tertiary 
education

9%

Upper/Post 
secondary 
education

30%

Primary / 
Lower 
secondary 
education
14%

Sekundarschulbildung 

Grundschulbildung oder niedrigere Sekundarschulbildung - 227.576
höhere 
Ausbildung - 146.377
Hochschulausbildung - 44.357
Ohne Ausbildung - 24.429

postsekundäre 

oder 

Beeinträchtigungen*

16.021 Teilnahmen mit 
196.000 weibliche Teilnahmen

Verwaltungen und Dienstleistungen
* Die Teilnehmenden waren nicht verpflichtet, persönliche Daten anzugeben. Daher sind die Zahlen möglicher-
weise zu niedrig angegeben.
ERGEBNISSE
Insgesamt wurden unter dem ESF bis Ende 2018

263.360  gemeinsame Ergebnisse in Bezug auf soziale Integration erzielt.
227.121

36.239

unmittelbare 
Ergebnisse wurden 
erreicht.

längerfristige 
Ergebnisse wurden 
erreicht.

Nichterwerbspersonen, die auf 
Arbeitssuche sind
Teilnehmende in Aus- und Weiterbildung
Teilnehmende, die eine Qualifizierung 
erworben haben
Teilnehmende in Beschäftigung

6 %

24 %

40 %

31 %

Teilnehmende in Beschäftigung

Teilnehmende in verbesserter 
Arbeitsmarktsituation

95 %

5 %

Die Förderung sozialer Integration unter dem ESF durch sozialpädagogische Begleitung und Berufsberatung 
/ Coaching am Arbeitsplatz hat sich als wirksam erwiesen, z. B. im Rahmen des OP in Baden-Württemberg.

ESF-Maßnahmen  erzielten  positive  Ergebnisse  durch  das  Angebot  integrierter  sozialer  Dienstleistungen, 
darunter der Zugang zu Kinderbetreuung, die Kooperation mit Arbeitsagenturen in Bezug auf Lohnzuschüsse 
oder unmittelbare Arbeitsplatzbeschaffungsprogramme für benachteiligte Familien.

Erreichung der Ziele für 2023 für programmspezifische Ergebnisse: 77 % 

DEUTSCHLAND
Förderung sozialer Integration: 2014-2018

EUROPÄISCHER SOZIALFONDS

ESF-Maßnahmen  wurden 

BISHER GEWONNENE ERKENNTNISSE
Flexibles Design
Die 
der 
Flüchtlingskrise entwickelt. Mehrere OP wurden 
jedoch über die Zeit angepasst oder konnten die 
gesellschaftliche  Integration  von  Flüchtlingen, 
Asylsuchenden und ethnischen Minderheiten in 
ihre bestehenden Ziele einbinden.

vor 

wurden 

Partnerschaften und Kooperationen
ESF-Mittel 
den 
Aufbau 
für 
lokaler  Ebene 
von  Partnerschaften  auf 
sowie  für  die  Förderung  der 
innovativen 
integrierten  Umsetzung  von  sozialen  und 
Dienstleistungen 
beschäftigungsbezogenen 
verwendet.

Bedürfnisse neuer Zielgruppen
Die  Prüfung  der  Zielgruppen  und  von  deren 
Bedürfnissen,  wie  sie  vor  der  Entwicklung  und 
Umsetzung von Maßnahmen zugunsten sozialer 
Integration  durchgeführt  wurde,  wirkte  sich 
positiv  auf  die  Wirksamkeit  der  Maßnahmen 
aus.

ZUSÄTZLICHE INFORMATIONEN
ESF in Deutschland https://ec.europa.eu/esf/main.jsp?catId=375&langId=de

Website des ESF Deutschland https://www.esf.de/portal/DE/Startseite/inhalt.html

Europäische Kommission, 2020. Studie zur Unterstützung der Bewertung 2020 
zur Förderung der sozialen Eingliederung, Bekämpfung der Armut und jeglicher 
Diskriminierung durch den Europäischen Sozialfonds (thematisches Ziel 09)

Bewertung von zwei von Sachsen finanzierten Maßnahmen
Anhalt OP

ISG Institut für Sozialforschung und Sozialpolitik GmbH (2018). Bewertung der
Umsetzung des Baden-Württemberg ESF OP 2014-2020.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Denmark spent a combined total of 18.2 
Million Euro in ESF investments for social inclusion. As a result, about 3 thousand participations 
in social inclusion activities have taken place in Denmark. This factsheet summarises the main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

DENMARK

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

17.9

17.7

16.8

17.2

17.4

2014

2015

2016

2017

2018

Proportion of social protection spent on benefits, % 

96.0

95.8

2014

2015

95.7

2016

95.8

2017

2018

Households with low work intensity, % 

12.2

11.6

10.7

10.0

9.8

2014

2015

2016

2017

2018

Overall employment rate, % 

74.7

75.4

76.0*

76.6*

77.5

2014

2015

2016

2017

2018

*break in series

21.8

EU Average
(2018)

96.2

EU Average
(2018)

8.8

EU Average
(2018)

73.2

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk 
of  poverty  or  social  exclusion  in 
Denmark  was  stable  over  the  2014  to 
2018 period.

 ▶ The  proportion  of  social  protection 
spent on benefits was steady over the 
2014 to 2017 period.

 ▶ The  share  of  people 
in 
living 
households  with 
low  economic 
activity declined over time - it remained 
above the EU average.

 ▶ The  proportion  of  employed  adults 
was  among  the  highest  in  the  EU  over 
the 2014 to 2018 period. 

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

DENMARK
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  Anti-poverty  and  social  inclusion  measures  introduced  since  2014  have  primarily 
focused  on  integrating  individuals  into  the  labour  market.  This  involved  investments  in  vocational 
training, facilitate the transition from education to the labour market, through work-based training and 
apprenticeships as well as implementing a ceiling on the provision of social services.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Denmark through one national Operational Programme focused 
on employment objectives.

82.5

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

42.8

Million Euro

ESF  funds  focus  on  active  inclusion  measures.  Particularly,  funded  measures  supplement  social  and 
labour market activities and national reforms with regard to social assistance, early-pension, integration 
and flex jobs. 

In particular, ESF support to social inclusion concerns the following:

Reduce the number of households with low work-intensity and implement innovative 
active inclusion measures to integrate people into the labour market.

From 2014 to 2018 the funds allocated to selected projects focused solely on active inclusion methods.

100%
Active inclusion measures - 100%

0%

20%

40%

60%

80%

100%

DENMARK
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

18.2

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

3

30%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

1%

Inactive
30%

Unemployed
69%

Tertiary 
education

9%

Upper/Post 
secondary 
education
18%

Primary / 
Lower 
secondary 
education
73%

Unemployed - 1,902
Inactive - 811
Employed, including self-employed - 40

1,188 participations with a disability*
50% of the participations were by women

Primary or lower secondary education  - 1,999
Upper secondary or post-secondary education - 499
Tertiary education - 255
Without education attainment - 0

1,801 participations from rural areas

*Figures may be under-reported due to non-provision of personal information from participants

RESULTS
Overall, 

846 common results were generated by ESF support to social inclusion by the end of 2018.
665

longer-term results were 
achieved

immediate results were 
achieved

181

Engaged in job search

In education and training

Gained a qualification

In employment

6%

44%

1%

49%

In employment

In improved labour market situation

98%

2%

The objective of integrating people with primary or lower secondary education into further education or 
training was promoted through tailor-designed activities

ESF actions improved the overall condition of the labour market, in particular precarious and temporary 
employment.

DENMARK
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Clearly defining target groups
ESF  operations  were  more  effective  when  the 
target  groups  were  clearly  established  during 
the design stage. 
Support to enterprises
ESF  funding  provided  invaluable  support  for 
socio-economic  enterprises,  who  would  not 
have received the support otherwise.

Flexible design
The  generation  of  measurable  results  has  not 
always been as high as expected, mainly due to 
the fact that those participating in the activities 
were further away from the labour market than 
originally foreseen.

ADDITIONAL INFORMATION
The ESF in Denmark https://ec.europa.eu/esf/main.jsp?catId=376&langId=en

Website of the ESF Denmark: https://regionalt.erhvervsstyrelsen.dk/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

COWI (2019). Mid-term evaluation of the ESF 2014-2020 in Denmark. European 
Commission.

@EUsocial

socialeurope

DEN EUROPÆISKE SOCIALFOND
Støtte til social inklusion: 2014 - 2018

RESUMÉ
Den Europæiske Socialfond (ESF) sigter mod at fremme social inklusion, bekæmpelse af fattigdom 
og diskrimination. I perioden 2014-2018 brugte EU og Danmark tilsammen 18,2 millioner euro 
i  ESF-investeringer  til  social  inklusion.  Som  et  resultat  heraf  har  3  tusind  personer  deltaget  i 
aktiviteterne for social inklusion i Danmark. Dette faktablad giver et overblik over de vigtigste 
aktiviteter, udbytte, resultater og erfaringer hidtil fra gennemførelsen af ESF-foranstaltninger til 
social inklusion, der samfinansieres af EU.

DANMARK

SOCIO-ØKONOMISK SAMMENHÆNG OG UDFORDRINGER
Mennesker med risiko for fattigdom eller social udstødelse,%

17.9

17.7

16.8

17.2

17.4

2014

2015

2016

2017

2018

Andel af social beskyttelse brugt på ydelser,% 

96.0

95.8

95.7

95.8

2014

2015

2016

2017

2018

Husstande med lav arbejdsintensitet,% 

12.2

11.6

10.7

10.0

9.8

2014

2015

2016

2017

2018

Samlet beskæftigelsesgrad,% 

74.7

75.4

76.0*

76.6*

77.5

2014

2015

2016

2017

2018

*brud på tidsserie

21.8

EU-gennemsnit
(2018)

96.2

EU-gennemsnit
(2018)

8.8

EU-gennemsnit
(2018)

73.2

EU-gennemsnit
(2018)

 ▶ Andelen af mennesker med risiko for 
fattigdom  eller  social  udstødelse  i 
Danmark var stabilt i perioden fra 2014 
til 2018.

 ▶ Andelen  af  social  beskyttelse  brugt 
på ydelser var fast i perioden fra 2014 
til 2017.

 ▶ Antallet  af  personer,  der  lever  i 
husstande  med 
lav  økonomisk 
aktivitet faldt i perioden - den forblev 
over EU-gennemsnittet.

 ▶ Andelen  af  beskæftigede  voksne  var 
blandt  det  højeste  i  EU  i  perioden  fra 
2014 til 2018. 

FORKLARENDE BEMÆRKNINGER
•  Tallene viser situationen for ESF-aktiviteter under investeringsprioriteterne 9i, 9ii, 9iii, 9iv, 9v og 9vi for programmeringsperioden 2014-2020 implementeret 
indtil december 2018 som registreret i SFC2014-overvågningssystemet den 10. december 2019. I mange tilfælde er aktiviteterne endnu ikke afsluttet på 
dette tidspunkt. De nævnes kun for at vise forløbet.

•  De opnåede mål beregnes ved at dele ydelserne og resultaterne med de mål, der er angivet i aktivitetsprogrammerne. Målene skulle opnås inden 2023.
•  Da en person kunne deltage mere end én gang i ESF-aktiviteter, angives antallet af deltagelser og ikke antallet af deltagere. Disse tal udelukker teknisk hjælp.
•  Deltagernes data blev indsamlet ved deltagelsens start. Data om resultater indsamles ved aktiviteternes slutning eller endog senere. På grund af denne 

tidsforsinkelse bør de to datasæt (deltagelser og resultater) ikke sammenlignes direkte.

•  Evalueringen identificerede seks typer TO9-aktiviteter: Type 1: Beskæftigelsesfokuserede aktiviteter; Type 2: Forbedring af grundlæggende færdigheder; Type 
3: Grundlæggende skoleuddannelse; Type 4: Adgang til serviceydelser; Type 5: Sociale initiativer; Type 6: Aktiviteter, der påvirker holdninger og systemer.

DANMARK
Støtte til social inklusion: 2014-2018

DEN EUROPÆISKE SOCIALFOND

Politisk svar: Foranstaltninger mod fattigdom og social inklusion, der er blevet indført siden 2014, har 
primært fokuseret på at integrere enkeltpersoner på arbejdsmarkedet. Dette medførte investeringer 
i  erhvervsuddannelse,  understøttelse  af  overgangen  fra  uddannelse  til  arbejdsmarkedet  ved 
arbejdsbaseret  oplæring  og  lærlingeuddannelser  samt  implementering  af  et  loft  for  udbetaling  af 
sociale ydelser.
ESF-PRIORITETER OG -HANDLINGER
ESF støtter aktiviteter med social inklusion i Danmark med et nationalt handlingsprogram med fokus på 
beskæftigelse.

82.5

million euro er budgetteret i alt 
til sociale integrationsinitiativer

EU-bidraget  udgør  en  stor 
del af denne finansiering:

42.8

million euro

ESF-fonde  fokuserer  på  foranstaltninger  til  aktiv  inklusion.  Navnlig  supplerer  finansierede  aktiviteter 
sociale og arbejdsmarkedsaktiviteter og nationale reformer med hensyn til social bistand, førtidspension, 
integration og fleksjob. 

ESF-støtten til social inklusion gælder især følgende:

Reducering af antallet af husstande med lav arbejdsintensitet og implementering af 
nye, aktive integrationsinitiativer til integrering af personer på arbejdsmarkedet.

Fra  2014  til  2018  fokuserede  fondene,  der  var  afsat  til  udvalgte  projekter,  kun  på  aktive 
inklusionsmetoder.

100%
Aktive inklusionsaktiviteter - 100%

0%

20%

40%

60%

80%

100%

DANMARK
Støtte til social inklusion: 2014-2018

DEN EUROPÆISKE SOCIALFOND

STATUS
Mellem 2014 
og 2018,

18.2

million euro
blev brugt.

Det samlede antal 
registrerede deltagelser 
svarer til

tusind.

3

30%

Opnåelse af 
2023-deltagelsesmål.

DELTAGERPROFILER VED MODTAGELSE AF STØTTE

Beskæftigede

1%

Inaktive
30%

Uden 
beskæftigelse
69%

Uden beskæftigelse - 1,902
Inaktive - 811
Beskæftigede, herunder selvstændige - 40

1,188 deltagere med handicap*
50% af deltagerne var kvinder

Videregående 
uddannelse

9%

Gymnasium/HF
/HTX/HHX

18%

Grundskole / 
10. klasse
73%

Grundskole eller 10. klasse - 1,999
Gymnasium eller HF/HTX/HHX - 499
Videregående uddannelse - 255
Uden uddannelse - 0

1,801 deltagere fra landområder

*Tallene kan afvige på grund af manglende tilvejebringelse af personlige oplysninger fra deltagerne

RESULTATER
Oversigt, 

846 resultater blev opnået med ESF støtte til social inklusion ved udgangen af 2018.
665

øjeblikkelige resultater blev 
opnået

181

langsigtede resultater blev 
opnået

Aktive med jobsøgning

Under uddannelse og videreuddannelse

Opnåede kvalifikationer

I beskæftigelse

6%

44%

1%

49%

I beskæftigelse

I forbedret arbejdsmarkedssituation

98%

2%

Målet  om  at  integrere  folk  med  grundskoleuddannelse  til  at  fortsætte  med  videreuddannelse  blev 
understøttet med skræddersyede aktiviteter

ESF-aktiviteter forbedrede arbejdsmarkedets generelle tilstand, især vanskelige og midlertidige ansættelser.

DANMARK
Støtte til social inklusion: 2014-2018

DEN EUROPÆISKE SOCIALFOND

HIDTIDIGE ERFARINGER
Klar definition af målgrupper
ESF-aktiviteterne  var  mest  effektive,  når 
målgrupperne  blev  klart  defineret  i  løbet  af 
forberedelsesstadiet. 
Støtte til virksomheder
ESF-finansiering  gav  uvurderlig  støtte 
til 
socioøkonomiske virksomheder, som ellers ikke 
ville have modtaget støtten.

Fleksibel udformning
Frembringelsen  af  målbare  resultater  har  ikke 
altid været så høj som forventet, hovedsageligt 
på  grund  af,  at  deltagerne  i  aktiviteterne 
var  længere  væk  fra  arbejdsmarkedet  end 
oprindeligt forudset.

EKSTRAINFORMATIONER
ESF i Danmark https://ec.europa.eu/esf/main.jsp?catId=376&langId=en

Webside for ESF Danmark: https://regionalt.erhvervsstyrelsen.dk/

Europa-Kommissionen, 2020. Undersøgelse, der understøtter 2020-evalueringen 
af fremme af social integration, bekæmpelse af fattigdom og enhver 
forskelsbehandling fra Den Europæiske Socialfond (tematisk mål 09)

COWI (2019). Midtvejsevaluering af EFS 2014-2020 i Danmark. Den Europæiske 
Kommission.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Estonia spent a combined total of 48.5 
Million Euro in ESF investments for social inclusion. As a result, about 20 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Estonia.  This  factsheet  summarises  the  main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

ESTONIA

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

26.0

24.2

24.4

23.4

24.4

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Young people in formal and non-formal education and training, % 

40.7

41.8

41.9

43.1

44.5

2014

2015

2016

2017

2018

Transition from unemployment to employment (% of 
unemployment), %

22

26

29

27

33

2014

2015

2016

2017

2018

41.5

EU Average
(2018)

N/A

EU Average
(2018)

 ▶ The rate of people at risk of poverty 
and social exclusion remained higher 
than the EU average. It declined over the 
2014 to 2018 period.

 ▶ The 

share 

young 

of 
people 
in  education  and 
participating 
training 
increased  over  the  2014 
to  2018  period  and  is  above  the  EU 
average.

 ▶ The  share  of  unemployed  people 
employment 
transitioning 
to 
increased rapidly over the 2014 to 2018 
period.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

ESTONIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The ESF supports social inclusion actions in Estonia through the multi-fund national 
Operational Programme-focused on employment objectives, enhancing skills and access to services, 
especially for vulnerable groups.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Estonia through one national Operational Programme focused on 
employment objectives, enhancing skills, access to services and measures influencing attitudes and systems.

166.3

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

139.4

Million Euro

ESF funds support measures to increase labour market participation in regions with high unemployment 
rate, with an aim to improve the condition of people at risk of social exclusion.

In particular, ESF support to social inclusion concerns the following:

Integrate  people  at  risk  of  social  exclusion  including  new  immigrants  and  NEETs  into 
education and training to enhance their prospects for entry into the labour market;

Enable  access  to  social  services  including  more  affordable  childcare,  in  particular  for 
children with disabilities

Supporting persons with disability and the elderly to help them to live independently or 
transfer to community-based care.

From 2014 to 2018 the funds allocated to selected projects focused mostly on enhancing access to 
social services

69%

31%

Enhance access to social services - 69%

Active inclusion measures - 31%

0%

20%

40%

60%

80%

100%

ESTONIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

48.5

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

20

thousand.

Participation targets for 
2023 were achieved.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Unemployed
15%

Without educational attainment

1%

Employed
66%

Inactive
19%

Tertiary 
education

49%

14%

Primary / 
Lower 
secondary 
education

Upper/Post 
secondary 
education
36%

Unemployed - 3,051
Inactive - 3,652
Employed, including self-employed - 13,197

Primary or lower secondary education  - 2,877
Upper secondary or post-secondary education - 7,149
Tertiary education - 9,740
Without education attainment - 134

1,250 participations below 25 years
9,968 migrants and ethnic minorities including Roma*
66% of the participations were by women

2,429 participations below 54 years
1,796 participations with a disability*

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

4,043 common results were generated by ESF support to social inclusion by the end of 2018.
2,939

1,104

longer-term results 
were achieved

immediate results 
were achieved

In education and training

Gained a qualification

In employment

52%

14%

33%

In employment

In improved labour market situation

89%

11%

The proportion of participants who achieved positive results related to labour market integration was well 
above the set target.

2023 targets for specific results were exceeded.

ESTONIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Tailoring to individual needs
Actions  should  be  well-tailored  to  identified 
barriers to labour market integration in order to 
promote social inclusion.

Tracking implementation
Monitoring is crucial and should draw more on 
registry  data  that  includes  semi-autonomous, 
dynamic indicators. 

ADDITIONAL INFORMATION
The ESF in Estonia https://ec.europa.eu/esf/main.jsp?catId=377&langId=en

Website of the ESF Estonia https://www.struktuurifondid.ee/et

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

CIVITTA, 2019. Mid-term evaluation of the implementation of the ESF adaptation and 
integration. European Commission.

@EUsocial

socialeurope

EUROOPA SOTSIAALFOND
Sotsiaalse kaasatuse edendamine: 2014–2018

KOKKUVÕTE
Euroopa Sotsiaalfondi (ESF) eesmärkideks on sotsiaalse kaasatuse edendamine ning vaesuse ja 
diskrimineerimise vastu võitlemine. Vahemikus 2014–2018 tegid EL ja Eesti ühtekokku 48,5 miljoni 
euro väärtuses ESFi investeeringuid sotsiaalse kaasatuse toetamiseks. Selle tulemusel on Eestis 
toimunud sotsiaalse kaasatuse tegevustes ligikaudu 20 tuhat osalemist. Käesolevas teabelehes 
on toodud kokkuvõte peamistest tegevustest, väljunditest, tulemustest ja mida on seni õpitud ELi 
kaasrahastatavast ESFi sotsiaalse kaasatuse meetmete rakendamisest.

EESTI

SOTSIAALMAJANDUSLIK KONTEKST JA RASKUSED
Vaesuse või sotsiaalse tõrjutuse ohus inimesed, % 

26.0

24.2

24.4

23.4

24.4

21.8

2016

2014

2015

ELi keskmine
(2018)
Noored inimesed formaalse ja mitteformaalse hariduse ning koo-
lituse valdkonnas, % 

2018

2017

40.7

41.8

41.9

43.1

44.5

2014

2015

2016

2017

2018

41.5

ELi keskmine
(2018)

Tööle suundumine pärast töötaolekut (töötute %), %

22

26

29

27

33

2014

2015

2016

2017

2018

Kohaldamatu

ELi keskmine
(2018)

 ▶ Vaesuse ja sotsiaalse tõrjutuse ohus 
inimeste  osakaal  jäi  ELi  keskmisest 
kõrgemaks.  See  vähenes  2014–2018 
perioodil.

 ▶ Hariduse  ja  koolituse  valdkonnas 
osalevate  noorte  inimeste  osakaal 
suurenes 2014–2018 perioodil ning on 
ELi keskmisest kõrgem.

 ▶ Pärast töötaolekut tööle suunduvate 
inimeste  osakaal  suurenes  hüppeliselt 
2014–2018 perioodil.

SELGITAVAD MÄRKUSED
•  Numbrid illustreerivad ESFi tegevuste olukorda seoses investeerimisprioriteetidega 9i, 9ii, 9iii, 9iv, 9v ja 9vi, programmitöö perioodil 2014–2020, mis on 
rakendatud kuni detsembrini 2018, nagu oli registreeritud SFC2014 seiresüsteemis 10. detsembriks 2019. Paljudel juhtudel pole tegevused praeguseks veel 
lõpule viidud. Need on toodud ainult edusammude näitamise eesmärgil.

•  Saavutatud eesmärkide arvutamiseks jagatakse väljundid ja tulemused rakenduskavades seatud eesmärkidega. Eesmärkide saavutamise tähtajaks seati 

2023.

•  Kuna üks inimene saab osaleda ESFi tegevustes rohkem kui korra, on teatatud osalemiste arv, mitte osalejate arv. Toodud numbrid ei sisalda tehnilist abi.
•  Osalejate andmeid kogutakse sekkumise alguses. Tulemuste andmeid kogutakse tegevuse lõpus või isegi kunagi hiljem. Selle ajalise viivituse tõttu ei tohiks 

kaht andmekogumit (osalemised ja tulemused) otseselt võrrelda.

•  Hindamisel tuvastati kuut tüüpi tegevusi, mis seonduvad ESFi valdkondliku eesmärgiga nr 9: tüüp 1 – tööhõivele keskenduvad meetmed; tüüp 2 – põhioskuste 
parandamine; tüüp 3 – põhiharidus; tüüp 4 – teenuste kättesaadavus; tüüp 5 – sotsiaalne ettevõtlus; tüüp 6 – suhtumist ja süsteeme mõjutavad toimingud.

EESTI
Sotsiaalse kaasatuse edendamine: 2014–2018

EUROOPA SOTSIAALFOND

Poliitilised  meetmed:  ESF  toetab  sotsiaalse  kaasatuse  tegevusi  Eestis  läbi  mitme  fondiga  riikliku 
rakenduskava, mis on keskendunud tööhõivega seotud eesmärkidele ning oskuste suurendamisele ja 
teenuste kättesaadavuse parandamisele, eelkõige haavatavate rühmade vallas.

EUROOOPA SOTSIAALFONDI PRIORITEEDID JA TEGEVUSED
ESF toetab sotsiaalse kaasatuse tegevusi Eestis läbi ühe riikliku rakenduskava, mis on keskendunud tööhõivega 
seotud  eesmärkidele,  oskuste  suurendamisele  ning  teenuste  kättesaadavust  ning  suhtumist  ja  süsteeme 
mõjutavate meetmete parandamisele.

166,3

mln  eurot  eraldatud  sotsiaalse 
kaasatuse 
edendamise 
tegevusteks kokku

Suur  osa  sellest 
tuleb ELilt:

rahast 

139,4

mln eurot

Kõrge töötuse määraga piirkondades toetavad ESFi fondid meetmeid tööturul osalemise suurendamiseks 
eesmärgiga parandada sotsiaalse tõrjutuse ohus inimeste olusid.

Ennekõike puudutab ESFi poolne sotsiaalset kaasatust toetav tegevus järgmist.

Sotsiaalse tõrjutuse ohus elavate inimeste, sh uute immigrantide ning mittetöötavate ja 
mitteõppivate noorte, integreerimine haridusse ja koolitusse, et suurendada nende tööturule 
sisenemise väljavaateid.

Juurdepääsu 
lastehoiuvõimalustele, eelkõige puuetega lastele mõeldutele.

võimaldamine 

sotsiaalteenustele, 

sh 

taskukohasematele 

Puuetega  inimeste  ja  vanurite  toetamine,  et  aidata  neil  elada  sõltumatult  või  toetada 
üleminekut kogukonnapõhisele hooldusmudelile.

Vahemikus  2014–2018  keskendusid  fondid  valitud  projektidele  vahendeid  eraldades  peamiselt 
sotsiaalteenuste kättesaadavuse parandamisele.

69%

31%

Sotsiaalteenuste kättesaadavuse parandamine 
– 69%
Aktiivse kaasatuse meetmed – 31%

0%

20%

40%

60%

80%

100%

EESTI
Sotsiaalse kaasatuse edendamine: 2014–2018

EUROOPA SOTSIAALFOND

PRAEGUNE SEIS
Vahemikus 
2014–2018

48,5

mln eurot
investeeriti.

Registreeritud osalemiste 
koguarv on ligikaudu

20

tuhat.

2023. a osalemiste 
eesmärgid saavutati.

TOETUSI SAAVATE OSALEJATE PROFIIL

Töötu
15%

Haridustaset pole omandatud

1%

14%

Põhiharidus

Töötav

66%

Mitteaktiivne
19%

Töötud – 3051
Mitteaktiivsed – 3652
Töötav (sh FIE) – 13 197

Kolmanda 
taseme 
haridus

49%

Üld-
/kutsekeskharidus

36%

Põhiharidus – 2877
Üld-/kutsekeskharidus – 7149
Kolmanda taseme haridus – 9740
Haridustaset pole omandatud – 134

1250 korral oli osaleja alla 25-aastane
9968 migranti ja rahvusvähemust (sh romad)*
66% osalemistest oli naiste poolt

2429 korral oli osaleja alla 54-aastane
1796 korral oli osaleja puudega*

*Numbrid võivad olla tegelikkusest väiksemad, sest mõned osalejad ei esitanud teatud isikuandmeid.
TULEMUSED
Üldiselt, 

4043 ühist tulemust genereeriti ESFi sotsiaalse kaasatuse toetustest 2018. a lõpuks.
2939

1104

pikaajalist tulemust 
saavutati

kohest tulemust 
saavutati

Hariduses ja koolituses

Omandas kvalifikatsiooni

Tööhõives

52%

14%

33%

Tööhõives

Tööturu olukorra paranemises

89%

11%

Tööturule  integreerimisega  seonduvaid  positiivseid  tulemusi  saavutanud  osalejate  osakaal  oli  seatud 
eesmärgist oluliselt kõrgem.

Konkreetsete tulemuste 2023. a eesmärgid ületati.

EESTI
Sotsiaalse kaasatuse edendamine: 2014–2018

EUROOPA SOTSIAALFOND

SENISED ÕPPETUNNID
Individuaalsetele vajadustele 
kohandamine
Tegevusi  tuleks  kohandada,  et  need  vastaks 
konkreetsetele tööturule lõimumist takistavatele 
tõketele, et edendada sotsiaalset kaasatust.

Rakendamise jälgimine

Jälgimine  on  kriitilise  tähtsusega  ning  peaks 
registriandmetele,  mis 
tuginema 
rohkem 
hõlmavad  poolautonoomseid 
ja  dünaamilisi 
näitajaid. 

LISATEAVE
ESF Eestis https://ec.europa.eu/esf/main.jsp?catId=377&langId=et

Eesti ESFi veebisait https://www.struktuurifondid.ee/et

Euroopa Komisjon, 2020. Uuring, mis toetab sotsiaalse kaasatuse edendamise, 
vaesuse ja igasuguse diskrimineerimise vastu võitlemise 2020. aasta hindamist 
Euroopa Sotsiaalfondi poolt (temaatiline eesmärk 09)

„CIVITTA, 2019. Mid-term evaluation of the implementation of the ESF adaptation 
and integration.“ Euroopa Komisjon

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Greece spent a combined total of 336 
Million Euro in ESF investments for social inclusion. As a result, 170 thousand participations in 
social inclusion activities have taken place in Greece. This factsheet summarises the main actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

GREECE

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

36.0

35.7

35.6

34.8

31.8

2014

2015

2016

2017

2018

Long-term unemployment rate, % 

19.5

44.3

18.2

46

17.0

46.8

15.6
48

13.6
49.1

2014

2015

2016

2017

2018

Employment rate of women, % 

44.3

46.0

46.8

48.0

49.1

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

67.4
2.9

EU Average
(2018)

67.4

EU Average
(2018)

Young people neither in employment nor in education and training, % 

19.1

17.2

15.8

15.3

14.1

2014

2015

2016

2017

2018

10.5

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  was 
above the EU average.

 ▶ The  rate  of  long-term  unemployed 
was high and well over the EU average 

 ▶ There  was  an  overall  increase  in  the 
employment  rate.  This  improvement 
did  not  benefit  everyone  equally,  as 
the share of men in the labour market 
continued  significantly  higher 
than 
women over this period.

 ▶ The share of young people aged 15-24 
years who were neither in employment 
nor  in  education  and  training  in  the 
country  declined  rapidly  over  the  2014 
to 2018 period. Nonetheless, it remained 
above the EU average. 

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

GREECE 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  National  reforms  aimed  at  promoting  social  inclusion  of  vulnerable  groups  by 
promoting  active  employment  policies,  improve  competitiveness  of  enterprises  and  access  to  social 
services on the basis of the creation of a network of one-stop-shops (Community Centres) and ensure 
minimum levels of income. They covered minimum wage setting, temporary employment and the fight 
against undeclared work. The National and Regional Strategies for Social Inclusion and the National 
Strategy for the Roma inclusion and the National Strategy for Reforming Primary Healthcare seek to 
reduce the number of people at risk of poverty or social exclusion. These policies have a specific focus 
on  child  poverty  and  the  development  of  a  social  safety  net  by  improving  access  to  basic  services 
including health care, housing and education.

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Greece  through  thirteen  regional  Operational  Programmes. 
TO9 operations in the country are focused on active inclusion and employment objectives, socio-economic 
integration  of  marginalised  communities,  combat  against  discrimination  and  promotion  of  equal 
opportunities, enhancing access to affordable, sustainable and high-quality services, including health care 
and social services, development strategies at local level, basic skills, access to basic school education and 
services and measures influencing attitudes and systems.

1,186 

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

917 

Million Euro

ESF  funds  improve  the  accessibility  of  socially  vulnerable  groups  to  high-quality  and  integrated  social 
services, as well as fosters their integration into the labour market.

In particular, ESF support to social inclusion concerns the following:

Enhance  employability  of  people  at  risk  of  poverty  and  social  exclusion  such  as 
NEETs, the long-term unemployed and disadvantaged women through provision of vocational 
education, training and reconciling work and family life; 

Improve the accessibility of socially vulnerable groups such as the Roma to high-quality 
and integrated social services and enhance their access to the labour market; 

Improve the provision of social and educational services such as kindergarten through 
vouchers that are mainly used by women; 

Enhance the establishment and operation of social enterprises and activation of local 
entities for the promotion of social inclusion and combat poverty.

From 2014 to 2018 the funds allocated to selected projects focused mostly on active inclusion measures, 
combating discrimination and enhancing access to social services.

46%

22%

21% 9% 1%

Active inclusion measures- 46%

Combat discrimination- 22%

Enhance access to social services- 21%

Support to marginalised communities- 9%

0%

20%

40%

60%

80%

100%

Community-led local development strategies- 1%

GREECE 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

336

The total number of recorded 
participations corresponds to

Million Euro
were spent.

thousand.

170

38% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Unemployed
56%

Employed
40%

Inactive

4%

Without educational attainment

Tertiary 
education

25%

3%

Primary / Lower 
secondary education

58%

Upper/Post 
secondary 
education

56%

Unemployed - 95,822  
Inactive - 5,980 
Employed, including self-employed - 67,874  

Primary or lower secondary education  - 26,177 
Upper secondary or post-secondary education - 95,354 
Tertiary education - 42,343 
Without education attainment - 5,802 

30,466 migrants, ethnic minorities, Roma*  10,635 other disadvantaged participations 
1,634 participations with disabilities*
94% of the participations were by women**

64,119 from rural areas 

*Figures may be under-reported due to non-provision of personal information from participants
**The high share of women participations can be attributed to kindergarten vouchers, which are supported              
by ESF support to social inclusion and whose main useress are vulnerable women
RESULTS
Overall, 

21,860 common results were generated by ESF support to social inclusion  
12,508  

9,352 

immediate results 
were achieved

          by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

8%

21%

1%

70%

In employment

In improved labour market situation

76%

24%

ESF actions contributed significantly in increasing the participation of children (especially children at risk of 
poverty or social exclusion) in early childhood education and care, also removing barriers to labour market 
participation.

Achievement of 2023 targets for specific results: 48% 

 
 
 
GREECE 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Capacity building

Capacity  building  among  stakeholders  and 
potential  beneficiaries  facilitates  the  effective 
implementation of ESF operations.

LESSONS LEARNED SO FAR
Identification of and outreach to 
intended target groups

A wide spectrum of stakeholders were engaged 
in  the  design  and  implementation  through  a 
Unified Geographic Information System 

Importance of ESF support

ESF funding lessened the severe socioeconomic 
impact of the recession on public services and 
complemented  national  resources  and  support 
structures. 

ADDITIONAL INFORMATION
The ESF in Greece https://ec.europa.eu/esf/main.jsp?catId=382&langId=en

The European Social Fund in Greece:  http://www.esfhellas.gr/en/pages/default.aspx

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ
Υποστήριξη στην Κοινωνική Ένταξη: 2014 - 2018

ΠΕΡΙΛΗΨΗ
Το  Ευρωπαϊκό  κοινωνικό  ταμείο  (ΕΚΤ)  έχει  ό,τι  την  κοινωνική  ένταξη,  την  πάταξη  της  φτώχειας 
και των διακρίσεων. Κατά την περίοδο 2014-2018, η ΕΕ και η Ελλάδα δαπάνησαν συνολικά 336 
εκατομμύρια ευρώ σε επενδύσεις του ΕΚΤ για την κοινωνική ένταξη. Ως αποτέλεσμα, έλαβαν χώρα 
170 χιλιάδες συμμετοχές για δραστηριότητες κοινωνικής ένταξης στην Ελλάδα. Σε αυτό το έγγραφο 
συνοψίζονται οι κύριες δράσεις, καταλήξεις, αποτελέσματα και ό,τι μάθαμε από την εφαρμογή μέτρων 
κοινωνικής ένταξης του ΕΚΤ με χρηματική υποστήριξη από την ΕΕ.

ΕΛΛΑΔΑ

ΚΟΙΝΩΝΙΚΟ-ΟΙΚΟΝΟΜΙΚΟ ΠΛΑΙΣΙΟ ΚΑΙ ΠΡΟΚΛΗΣΕΙΣ
Άτομα σε κίνδυνο φτώχιας ή κοινωνικού αποκλεισμού, % 

36.0

35.7

35.6

34.8

31.8

2014

2015

2016

2017

2018

Δείκτης μακροχρόνιας ανεργίας, % 

19.5
36.0

35.7
18.2

35.6
17.0

34.8
15.6

31.8
13.6

2014

2015

2016

2017

2018

Δείκτης απασχόλησης γυναικών, % 

44.3

46.0

46.8

48.0

49.1

2014

2015

2016

2017

2018

21.8

Μέσος όρος 
ΕΕ (2018)

21.8
2.9

Μέσος όρος 
ΕΕ (2018)

67.4

Μέσος όρος 
ΕΕ (2018)

Νέα άτομα που δεν εργάζονται, ούτε είναι σε εκπαίδευση ή πρακτική, % 

19.1

17.2

15.8

15.3

14.1

2014

2015

2016

2017

2018

10.5

Μέσος όρος 
ΕΕ (2018)

 ▶ Η  αναλογία  ατόμων  σε  κίνδυνο 
φτώχιας  ή  κοινωνικού  αποκλεισμού 
ήταν μεγαλύτερη από τον μέσο όρο ΕΕ.

 ▶ Ο  δείκτης  μακροχρόνιας  ανεργίας 
ήταν υψηλός και πολύ μεγαλύτερος από 
τον αντίστοιχο της ΕΕ. 

 ▶ Υπήρχε μία συνολική αύξηση στον δείκτη 
ανεργίας. Αυτή η H αύξηση της ανεργίας 
είναι  βελτίωση;  δεν  ωφέλησε  όλους  το 
ίδιο,  καθώς  το  μερίδιο  ανδρών  στην 
αγορά εργασίας συνέχισε να είναι αρκετά 
υψηλότερο  από  των  γυναικών  σε  αυτή 
την περίοδο.

 ▶ Το μερίδιο νέων 15 - 24 χρονών που δεν 
εργάζονται, ούτε είναι σε εκπαίδευση 
ή πρακτική άσκηση στη χώρα μειώθηκε 
κατά πολύ στην περίοδο 2014-2018. Παρ' 
όλα  αυτά,  παρέμεινε  Ποια  από  τον  μέσο 
όρο ΕΕ. 

ΕΠΕΞΗΓΗΜΑΤΙΚΕΣ ΣΗΜΕΙΩΣΕΙΣ
•  Οι αριθμοί παρουσιάζουν την κατάσταση για τις δραστηριότητες του ΕΚΤ υπό τις Επενδυτικές Προτεραιότητες 9i, 9ii, 9iii, 9iv, 9v και 9vi για την προγραμματική 
περίοδο 2014-2020, σε εφαρμογή μέχρι τον Δεκέμβριο 2018, όπως καταγράφηκαν στο σύστημα σύστημα παρακολούθησης SFC2014 την 10η προγραμματική 
2019. Σε πολλές περιπτώσεις, οι δραστηριότητες δεν έχουν ολοκληρωθεί ακόμα σε αυτό το στάδιο. Αναφέρονται μόνο για ενδεικτικούς σκοπούς προόδου.

•  Οι στόχοι υπολογίζονται διαιρώντας τις δεν είναι αποδόσεις και τα αποτελέσματα με τους καθορισμένους στόχους στα Επιχειρησιακά Προγράμματα. Οι στόχοι 

καθορίστηκαν προς επίτευξη για το 2023.

•  Καθώς ένα άτομο θα μπορούσε να συμμετάσχει σε πάνω από μία δράση του ΕΚΤ, αναφέρεται ο αριθμός συμμετοχών και όχι συμμετεχόντων. Αυτοί οι αριθμοί 

δεν συμπεριλαμβάνουν την τεχνική υποστήριξη.

•  Τα  δεδομένα  των  συμμετεχόντων  συλλέγονται  κατά  την  αρχή  τηςδράσης.  Τα  δεδομένα  των  αποτελεσμάτων  συλλέγονται  στο  τέλος  μιας  δράσης  ή  ακόμα 

αργότερα. Εξαιτίας αυτής της χρονικής διαφοράς, δεν θα πρέπει να συγκρίνονται άμεσα οι δύο ομάδες δεδομένων.

•  Η αξιολόγηση αναγνώρισε έξι τύπους δραστηριοτήτων TO9: Τύπος 1: Δραστηριότητες που επικεντρώνονται στα εργασιακά, Τύπος 2: Ενίσχυση βασικών δεξιοτήτων, 
Τύπος 3: Βασική σχολική εκπαίδευση, Τύπος 4: Πρόσβαση σε υπηρεσίες, Τύπος 5: Κοινωνική επιχειρηματικότητα, Τύπος 6: Πράξεις που επηρεάζουν συμπεριφορές 
και συστήματα.

ΕΛΛΑΔΑ 
Υποστήριξη στην Κοινωνική Ένταξη: 2014-2018

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ

Πολιτικά  μέτρα:  Οι  εθνικές  μεταρρυθμίσεις  έχουν  στόχο  την  κοινωνική  ένταξη  ευαίσθητων  ομάδων 
προωθώντας  ενεργείς  πολιτικές  απασχόλησης,  τη  βελτίωση  της  ανταγωνιστικότητας  επιχειρήσεων  και 
την πρόσβαση σε κοινωνικές υπηρεσίες, με βάση τη δημιουργία ενός δικτύου μονοαπευθυντικής αγοράς 
(Κοινωνικά κέντρα) και τη διασφάλιση ελάχιστου εισοδήματος. Ποιοι τη ρύθμιση ελάχιστου εισοδήματος, 
προσωρινής  απασχόλησης  και  την  καταπολέμηση  μαύρης  εργασίας.  Οι  Εθνικές  και  Περιφερειακές 
στρατηγικές για Κοινωνική Ένταξη και η Εθνική Στρατηγική για την ένταξη των Ρομά και η Εθνική Στρατηγική 
Μεταρρύθμισης Πρωτοβάθμιας Υγειονομικής Περίθαλψης έχουν στόχο τη μείωση των ατόμων σε κίνδυνο 
φτώχειας ή κοινωνικού αποκλεισμού. Αυτές οι πολιτικές βάζουν ιδιαίτερη έμφαση στην παιδική φτώχειας 
και την ανάπτυξη ενός δικτύου κοινωνικής ασφάλειας βελτιώνοντας την πρόσβαση σε βασικές υπηρεσίες 
όπως υγειονομική περίθαλψη, στέγαση και μόρφωση.

ΠΡΟΤΕΡΑΙΟΤΗΤΕΣ ΚΑΙ ΔΡΑΣΕΙΣ ΕΚΤ
Το ΕΚΤ υποστηρίζει δράσεις κοινωνικής ένταξης στην Ελλάδα μέσω δεκατριών Επιχειρησιακών Προγραμμάτων. 
Οι δραστηριότητες ΘΣ9 στη χώρα επικεντρώνονται στην ενεργή ένταξη και παρουσιάζουν εργασιακούς στόχους, 
κοινωνικοοικονομική ενσωμάτωση των περιθωριοποιημένων κοινοτήτων, την καταπολέμηση διακρίσεων και 
την προώθηση ίσων ευκαιριών, την βελτίωση πρόσβασης σε οικονομικές, βιώσιμες και ποιοτικές υπηρεσίες, 
περιλαμβανομένων υγειονομικής περίθαλψης και κοινωνικών υπηρεσιών, την ανάπτυξη στρατηγικών σε τοπικό 
επίπεδο,  βασικών  δεξιοτήτων,  πρόσβαση  σε  βασική  εκπαίδευση  και  υπηρεσίες  και  μέτρα  που  επηρεάζουν 
συμπεριφορές και συστήματα.

1.186 

Εκατομμύρια ευρώ ως συνολικός 
προϋπολογισμός 
δράσεις 
κοινωνικής ένταξης

για 

συμμετοχή 

Η 
ΕΕ 
αποτελεί μεγάλο μερίδιο της 
χρηματοδότησης αυτής:

της 

917 

Εκατομμύρια ευρώ

Οι πόροι του ΕΚΤ βελτιώνουν την πρόσβαση κοινωνικά ευαίσθητων ομάδων σε ποιοτικές και ενσωματωμένες 
κοινωνικές υπηρεσίες, αλλά και βοηθούν την ενσωμάτωσή τους στην αγορά εργασίας.

Συγκεκριμένα, η υποστήριξη του ΕΚΤ στην Κοινωνική Ένταξη αφορά τα ακόλουθα:

Βελτίωση  απασχόλησης  ατόμων  σε  κίνδυνο  φτώχειας  ή  κοινωνικού  αποκλεισμού 
όπως Εκτός Εκπαίδευσης, Απασχόλησης ή Κατάρτισης, μακροχρόνια άνεργους και γυναίκες σε 
μειονεκτική  θέση  με  την  παροχή  επαγγελματικής  εκπαίδευσης,  πρακτικής  και  ισορροπίας  της 
εργασιακής και οικογενειακής ζωής, 

Βελτίωση της πρόσβασης κοινωνικά ευαίσθητων ομάδων όπως οι Ρομά σε ποιοτικές και 
ενσωματωμένες κοινωνικές υπηρεσίες, και ενσωμάτωσή τους στην αγορά εργασίας. 

Βελτίωση  παροχών  κοινωνικών  και  εκπαιδευτικών  υπηρεσιών    όπως  βρεφονηπιακοί 
σταθμοί μέσω δελτίων που χρησιμοποιούν κυρίως οι γυναίκες, 

Βελτίωση  της  ίδρυσης  και  λειτουργίας  κοινωνικών  επιχειρήσεων  και  ενεργοποίηση 
τοπικών φορέων για την προώθηση κοινωνικής ένταξης και καταπολέμησης της φτώχειας.

Από το 2014 έως το 2018 οι πόροι που προορίζονταν σε συγκεκριμένα έργα επικεντρώθηκαν περισσότερο 
στα μέτρα ένταξης, στην πάταξη των διακρίσεων και στην βελτίωση της πρόσβασης σε κοινωνικές υπηρεσίες.

46%

22%

21% 9% 1%

Μέτρα ενεργούς ένταξης - 46%

0%

20%

40%

60%

80%

100%

Καταπολέμησης διάκρισης- 22%

Βελτίωση  πρόσβασης  σε  κοινωνικές  υπηρεσίες- 
21%
Υποστήριξη  σε  περιθωριοποιημένες  κοινότητες  - 
9%
Τοπικές  στρατηγικές  ανάπτυξης  με  υποστηρικτές 
από την κοινωνία - 1%

ΕΛΛΑΔΑ 
Υποστήριξη στην Κοινωνική Ένταξη: 2014-2018

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ

ΠΟΡΕΙΑ ΕΡΓΑΣΙΩΝ
Από 2014 έως 
το 2018,

336

Εκατομμύρια ευρώ
δαπανήθηκαν.

Ο συνολικός αριθμός των 
εγγεγραμμένων συμμετοχών 
αντιστοιχεί σε

χιλιάδες.

170

38% 

Επίτευξη των στόχων 
συμμετοχής για το 2023

ΠΡΟΦΙΛ ΣΥΜΜΕΤΕΧΟΝΤΩΝ ΟΤΑΝ ΛΑΜΒΑΝΟΥΝ ΥΠΟΣΤΗΡΙΞΗ

Χωρίς επαγγελματική εκπαίδευση
3%

Τριτοβάθμια 
εκπαίδευση

Πρωτοβάθμια / 
Χαμηλότερη 
δευτεροβάθμια 
εκπαίδευση
58%

Άνεργοι
56%

25%

Εργαζόμενοι
40%

Αδρανείς

4%

Άνεργοι - 95.822  
Αδρανείς - 5.980 
Εργαζόμενοι, 
ελεύθερων επαγγελματιών - 67.874  

συμπεριλαμβανομένων 

των 

Ανώτερη / 
Μεταδευτεροβάθμ
ια εκπαίδευση

56%

Πρωτοβάθμια ή κατώτερη δευτεροβάθμια εκπαίδευση - 26.177 
Ανώτερη δευτεροβάθμια ή μεταδευτεροβάθμια εκπαίδευση - 95.354 
Τριτοβάθμια εκπαίδευση - 42.343 
Χωρίς μόρφωση - 5.802 

30.466 μετανάστες, εθνικές μειονότητες, Ρομά*   10.635 άλλες μειονεκτικές συμμετοχές 
1.634 συμμετοχές από άτομα με αναπηρίες*
94% των συμμετοχών ήταν από γυναίκες**

64.119 από αγροτικές περιοχές 

*Οι αριθμοί μπορεί να εμφανίζονται μειωμένοι εξαιτίας της έλλειψης προσωπικών πληροφοριών από τους συμμετέχοντες
**Η υψηλή μερίδα γυναικείων συμμετοχών μπορεί να οφείλεται στα δελτία βρεφονηπιακών σταθμών, που υποστηρίζονται 
από τον ΕΚΤ και σκοπεύουν στην υποστήριξη στην κοινωνική ένταξη, με κύριους χρήστες τις ευάλωτες γυναίκες
ΑΠΟΤΕΛΕΣΜΑΤΑ
Συνολικά, 

21.860  κοινά αποτελέσματα παράχθηκαν από την υποστήριξη του ΕΚΤ στην 
12.508  

9.352 

άμεσα 
αποτελέσματα 
επιτεύχθηκαν

κοινωνική ένταξη μέχρι το τέλος του 2018.

Απασχολημένοι σε αναζήτηση εργασίας

8%

Εργαζόμενοι

μακροπρόθεσμα 
αποτελέσματα 
επιτεύχθηκαν
76%

Σε επαγγελματική εκπαίδευση και κατάρτιση

21%

Σε καλύτερη εργασιακή κατάσταση

24%

Απέκτησαν κάποια δεξιότητα

Εργαζόμενοι

1%

70%

Οι δράσεις του ΕΚΤ συνέβαλαν σημαντικά στην αύξηση της συμμετοχής παιδιών (ειδικότερα αυτών σε κίνδυνο 
φτώχειας ή κοινωνικού αποκλεισμού) σε πρώιμη παιδική εκπαίδευση και φροντίδα και στην απόσυρση των 
εμποδίων στην συμμετοχή στην εργασιακή αγορά.

Επίτευξη των συγκεκριμένων στόχων συμμετοχής για το 2023: 48% 

ΕΛΛΑΔΑ 
Υποστήριξη στην Κοινωνική Ένταξη: 2014-2018

ΕΥΡΩΠΑΙΚΟ ΚΟΙΝΩΝΙΚΟ ΤΑΜΕΙΟ

ΜΑΘΗΜΑΤΑ ΠΟΥ ΜΑΘΑΜΕ ΜΕΧΡΙ ΤΩΡΑ
Αναγνώριση και δραστηριότητα στις 
στοχευόμενες ομάδες

Ένα  ευρύ  φάσμα  ενδιαφερομένων  συμμετείχαν 
στον  σχεδιασμό  και  την  εφαρμογή  μέσω  ενός 
Ενοποιημένου 
Γεωγραφικών 
Συστήματος 
Πληροφοριών. 

Σημασία της υποστήριξης ΕΚΤ

Οι  πόροι  του  ΕΚΤ  μείωσαν  τις  σοβαρές 
κοινωνικοοικονομικές  επιπτώσεις  της  κρίσης 
σε  δημόσιες  υπηρεσίες  και  συμπλήρωσαν  τους 
εθνικούς πόρους και τις δομές υποστήριξης. 

Ανάπτυξη ικανοτήτων

Η  ανάπτυξη  ικανοτήτων  σε  ενδιαφερόμενους 
και  δυνητικά  ωφελούμενους  διευκολύνει  την 
αποτελεσματική  εφαρμογή  των  δράσεων  του 
ΕΚΤ.

ΕΠΙΠΡΟΣΘΕΤΕΣ ΠΛΗΡΟΦΟΡΙΕΣ
Το ΕΚΤ στην Ελλάδα https://ec.europa.eu/esf/main.jsp?catId=382&langId=en

Το Ευρωπαϊκό κοινωνικό ταμείο στην Ελλάδα:  http://www.esfhellas.gr/en/pages/default.aspx

Ευρωπαϊκή Επιτροπή, 2020. Μελέτη που υποστηρίζει την αξιολόγηση του 2020 για 
την προώθηση της κοινωνικής ένταξης, την καταπολέμηση της φτώχειας και των 
διακρίσεων από το Ευρωπαϊκό Κοινωνικό Ταμείο (Θεματικός στόχος 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Spain spent a combined total of 598 
Million Euro in ESF investments for social inclusion. As a result, about 831 thousand participations 
in social inclusion activities have taken place in Spain. This factsheet summarises the main actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

SPAIN

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

29.2

28.6

27.9

26.6

26.1

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Persons with (some or severe) disability who are in work and at 
risk of poverty,  % 

16.0

14.0

13.9

13.9

12.3

2014

2015

2016

2017

2018

Employment rate of women in rural areas, %

45.2

46.7

49.1

51.3

52.9

2014

2015

2016

2017

2018

11.7

EU Average
(2018)

62.0

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  steadily 
declined over the 2014 to 2018 period.

 ▶ The  share  of  economically  active 
adults  with  an  activity  limitation  or 
disability who are at risk of poverty 
declined  more 
than,  but 
remained above, the EU average.

rapidly 

 ▶ The employment rate among women 
in  rural  populations  in  Spain  improved 
between 2014 and 2018. 

Persons with (some or severe) disability who perceive their health as 
bad or very bad, % 

32.5

2014

28.4

2015

31.4

32.8

29.0

2016

2017

2018

30.5

EU Average
(2018)

 ▶ There  was  an  overall  increase  in  the 
share of people with activity limitation 
or disability who consider their health 
condition  to  be  poor  over  the  2014  to 
2018 period.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

SPAIN 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  Anti-poverty  and  social  inclusion  policies  at  the  national  level  consist  of  income 
support (e.g. unemployment benefits and regional minimum income schemes), employment activation 
measures (e.g. Guaranteed Minimum Income programmes to sustain an adequate standard of living), 
and  measures  to  improve  the  access  to  education,  housing  and  healthcare.  There  are  a  number  of 
strategies and programmes directed towards specific disadvantaged groups (e.g. the Roma, migrants, 
victims  of  gender-based  violence  or  persons  with  disabilities)  that  are  generally  delivered  by  social 
entities.
ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Spain  through  twenty  one  Operational  Programmes.  TO9 
operations in the country are focused on employment objectives, enhancing basic skills, access to basic 
school education and services, social entrepreneurship and measures influencing attitudes and systems.

2,017 

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

950

Million Euro

ESF funds promote social inclusion by facilitating access to  quality employment for the most vulnerable 
groups including individuals suffering from poverty and exclusion.

In particular, ESF support to social inclusion concerns the following:

Enhance  the  employability  of  vulnerable  groups  that,  due  to  their  personal  and 
environmental characteristics, have a high index of social exclusion that prevents or hinders 
access to education or training;

Increase  socio-labour  integration,  hiring  and  self-employment  of  marginalised  groups 
such as Roma and individuals facing multiple disadvantages such as women in rural areas;-

Improve  the  access  for  vulnerable  groups  to  healthcare,  social  services,  training  and 
education, measures for combating discrimination;

Increase the number of social economy entities to facilitate labour market participation of 
persons at-risk-of social exclusion.

From 2014 to 2018 the funds allocated to selected projects focused mostly on active inclusion measures.

91%

5% 2%1%1%

Active inclusion measures- 91%

Combat discrimination- 5%

Promotion of social entrepreneurship- 2%

Support to marginalised communities- 1%

0%

20%

40%

60%

80%

100%

Enhance access to social services- 1%

SPAIN 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

598

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

831

55% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
15%

Inactive
25%

Unemployed

60%

Without educational attainment

13%

Tertiary 
education
10%

Upper/Post 
secondary 
education

24%

Primary / 
Lower 
secondary 
education
53%

Unemployed - 498,740  
Inactive - 204,345  
Employed, including self-employed - 127,974  

Primary or lower secondary education  - 438,152  
Upper secondary or post-secondary education - 195,874  
Tertiary education - 87,050 
Without education attainment - 109,983 

225,183 migrants, ethnic minorities, Roma* 791 supported micro and SMEs including 
351,425 participants with disabilities* 

social economy enterprises  

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

477,511 common results were generated by ESF support to social inclusion  
384,117 

93,394 

immediate results 
were achieved

      by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

14%

13%

26%

48%

In employment

In improved labour market situation

91%

9%

Disadvantaged  participants  make  up  majority  of  those  in  employment  six  months  after  leaving  ESF 
interventions.

The share of disadvantaged groups in employment, training or job searching within total participation is 
highest in the Aragon and Galicia region.

Achievement of 2023 targets for specific results: 58% 

 
 
 
 
SPAIN 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Importance of social entities

Social  entities  play  an  important  role  in  the 
targeting  of  ESF  support  to  vulnerable  groups. 
Each one is typically focused on a specific group 
or  issue  (e.g.  Roma  population,  persons  with 
disabilities, or social economy) an were involved 
in the design of the projects from the beginning. 

Raising awareness

Information  about  the  ESF  was  increasingly 
disseminated  through  the  digital  and  social 
media leading  to raised awareness of  the  ESF 
among  beneficiaries,  target  groups  and  the 
general population.

A holistic approach

to  social 

ESF  support 
included 
activities to sensitise the community and labour 
intermediation as well as sensitisation activities 
for businesses. 

inclusion 

Complementarity of funding 
instruments

to 

social 

support 

inclusion  was 
ESF 
complementary in its scope and objectives with 
other  EU  funding  instruments  (e.g.  EaSI  axis 
for  Social  entrepreneurship,  FEAD  and  AMIF). 
Opportunities  exist  for  further  coordination 
between ESF social inclusion funding and other 
funding instruments.

ADDITIONAL INFORMATION
The ESF in Spain https://ec.europa.eu/esf/main.jsp?catId=378&langId=en

Website of the ESF Spain https://www.educacionyfp.gob.es/educacion/mc/fse/fse.html

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

Fundación Santa María la Real & Fundación Telefónica (2015). Evaluation of the social 
impact of Employment Shuttles. Fundación Telefónica. 

KPMG (2017). Mid-term Evaluation of the ESF Social inclusion and social economy OP 
2014-2020 in Spain. European Commission. 

@EUsocial

socialeurope

FONDO SOCIAL EUROPEO
Apoyo a la inclusión social: 2014 - 2018

RESUMEN
El Fondo Social Europeo (FSE) pretende promover la inclusión social, luchar contra la pobreza y 
cualquier  tipo  de  discriminación.  Durante  el  período  2014-2018,  la  UE  y  España  realizaron  un 
gasto total conjunto de 598 millones de Euros en inversiones del FSE para la inclusión social. Como 
resultado, se han llevado a cabo unas 831.000 participaciones en actividades de inclusión social 
en España. Este documento resume las principales acciones, los resultados así como las lecciones 
aprendidas en relación a las medidas implementadas de inclusión social del FSE cofinanciadas por 
la UE.

ESPAÑA

CONTEXTO SOCIOECONÓMICO Y DESAFÍOS
Personas en riesgo de pobreza o exclusión social, %

29.2

28.6

27.9

26.6

26.1

21.8

2015

2016

2014

Media de la UE
(2018)
Personas con (cierta o grave) discapacidad que tienen trabajo y 
están en riesgo de pobreza,  % 

2017

2018

16.0

14.0

13.9

13.9

12.3

2014

2015

2016

2017

2018

Tasa de empleo femenino en las zonas rurales, %

45.2

46.7

49.1

51.3

52.9

2014

2015

2016

2017

2018

11.7

Media de la UE
(2018)

62.0

Media de la UE
(2018)

 ▶ La  proporción  de  personas  en  riesgo 
de  pobreza  o  exclusión  social 
constantemente  durante 
disminuyó 
el  período  comprendido  entre  2014  y 
2018.

 ▶ El porcentaje de población adulta activa 
con  una  limitación  o  discapacidad 
y  que  están  en  riesgo  de  pobreza 
disminuyó  con  mayor  rapidez  que  la 
media de la UE, aunque permaneció por 
encima de ella.

 ▶ La  tasa  de  desempleo  entre  las 
mujeres  en  zonas  rurales  en  España 
mejoró entre 2014 y 2018. 

Personas con (cierta o grave) discapacidad que perciben su salud como 
mala o muy mala, % 

32.5

28.4

29.0

31.4

32.8

2014

2015

2016

2017

2018

30.5

Media de la UE
(2018)

 ▶ Hubo un aumento general del porcentaje 
de personas con una discapacidad que 
consideraban que su estado de salud era 
malo  durante  el  período  comprendido 
entre el 2014 y el 2018.

NOTAS EXPLICATIVAS
•  Las cifras presentan la situación para operaciones del FSE en las Prioridades de Inversión 9i, 9ii, 9iii, 9iv, 9v y 9vi para el período de programación 2014-2020 
implementado hasta diciembre de 2018, tal y como figura en el sistema de control SFC2014 del 10 de diciembre de 2019. En muchos casos, las operaciones 
aún no se han completado en esta fase. Tan sólo se proporcionan como un indicador de progreso.

•  La ejecución de objetivos se calcula dividiendo los resultados por los objetivos establecidos en los Programas Operativos. El cumplimiento de los objetivos 

se estableció para el 2023.

•  Los datos de los participantes se recopilan al inicio de la intervención. Los datos sobre los resultados se recopilan al final de la operación o incluso después. 

Debido a este desfase temporal, los dos conjuntos de datos (participaciones y resultados) no deberían compararse directamente.

•  Dado  que  una  persona  puede  participar  en  más  de  una  operación  del  FSE,  se  informa  sobre  el  número  de  participaciones  pero  no  sobre  el  número  de 

participantes. Estas cifras excluyen la asistencia técnica.

•  La evaluación identificó seis tipos de operaciones TO9: Tipo 1: Acciones centradas en el empleo; Tipo 2: Mejorar las habilidades básicas; Tipo 3: Educación 

escolar básica; Tipo 4: Acceso a los servicios; Tipo 5: Emprendimiento social; Tipo 6: Acciones que influyan en actitudes y sistemas.

ESPAÑA 
Apoyo a la inclusión social: 2014-2018

FONDO SOCIAL EUROPEO

Medidas de respuesta: Las políticas contra la pobreza y la exclusión social a nivel nacional consisten en 
ayudas económicas (p.ej. prestaciones por desempleo y programas de renta mínima regionales), medidas 
de activación del empleo (p.ej. programas de Ingreso mínimo garantizado para mantener un nivel de 
vida adecuado) así como medidas para mejorar el acceso a la educación, la vivienda y la asistencia 
sanitaria. Existe un número de estrategias y programas dirigidos a grupos desfavorecidos específicos 
(p.ej.  población  romaní,  migrantes,  víctimas  de  violencia  de  género  o  personas  con  discapacidades) 
generalmente ejecutados por organismos sociales.
PRIORIDADES Y ACCIONES DEL FSE
El  FSE  presta  apoyo  a  medidas  de  inclusión  social  en  España  a  través  de  21  programas  operativos. 
Las operaciones del Objetivo Temático 9 en el país están centradas en objetivos de empleo, mejora de 
habilidades básicas, acceso a la educación escolar básica y servicios al respecto, emprendimiento social y 
medidas que influyan en actitudes y sistemas.

2.017 

Millones  de  Euros  en  total  se 
han presupuestado para acciones 
de inclusión social

La  contribución  de  la  UE 
es  una  gran  parte  de  este 
fondo:

950

millones de euros
El  FSE  promueve  la  inclusión  social  facilitando  el  acceso  a  empleos  de  calidad  para  los  grupos  más 
vulnerables, incluidos individuos que padecen pobreza y exclusión.

El FSE promueve la inclusión social mediante las siguientes medidas:

Aumentar  la  empleabilidad  de  grupos  vulnerables  que,  debido  a  sus  características 
personales y de entorno, poseen un elevado índice de exclusión social que impide u obstaculiza 
el acceso a la educación y formación;

Incrementar la integración socio-laboral, con la contratación y auto-empleo de grupos 
marginados como la población romaní y personas que se enfrentan a numerosas desventajas 
como mujeres en zonas rurales;

Mejorar  el  acceso  para  grupos  vulnerables  al  sistema  sanitario,  servicios  sociales, 
formación y educación o medidas para combatir la discriminación;

Aumentar el número de entidades de economía social para facilitar la participación en el 
mercado laboral de personas en riesgo de exclusión social.

Desde 2014 hasta 2018 los fondos asignados a proyectos seleccionados se centraron en su mayoría 
en medidas de inclusión activa.

91%

5% 2%1%1%

Medidas de inclusión activa- 91%

Lucha contra la discriminación- 5%

Promoción del espíritu empresarial social- 2%

Respaldo a las comunidades marginadas- 1%

0%

20%

40%

60%

80%

100%

Mejora del acceso a servicios sociales- 1%

ESPAÑA 
Apoyo a la inclusión social: 2014-2018

FONDO SOCIAL EUROPEO

SITUACIÓN ACTUAL
Entre 2014 y 
2018,

598

El número total de participaciones 
registradas corresponde a

millones de euros
se utilizaron.

mil

831 55% 

Logro de los objetivos 2023 
para participaciones

PERFILES DE PARTICIPANTES QUE RECIBIERON APOYO

Empleados
15%

Inactivos
25%

Desempleados
60%

Sin logros en educación

13%

Educación 
superior
10%

Educación 
postsecundaria

24%

Educación 
primaria / 
primer ciclo 
de educación 
secundaria
53%

Desempleados - 498.740  
Inactivos - 204.345  
Personas  con  empleo,  incluidos  los  trabajadores  por  cuenta 
propia - 127.974  

Educación primaria o primer ciclo de educación secundaria  - 438.152  
Educación secundaria superior o estudios superiores - 195.874  
Educación terciaria - 87.050 
Sin logros en educación - 109.983 

225.183 migrantes, minorías étnicas*
351.425 participantes con discapacidad* 

791 microempresas y PYMES respaldadas, 

incluyendo empresas de economía social  

*Las cifras reales pueden ser inferiores debido a la no presentación de información personal por parte de los 
participantes
RESULTADOS
En general, 

477.511  indicadores de resultados comunes fueron generados con el apoyo 
384.117 

93.394 

a la inclusión social del FSE a finales de 2018.

indicadores comunes 
de resultados a largo 
plazo

indicadores comunes 
de resultados 
inmediatos
14%

Dedicados a la búsqueda de trabajo

Con empleo

En la mejora de la situación de 
mercado laboral

91%

9%

En educación y formación

Obtuvieron una cualificación

Con empleo

13%

26%

48%

Los participantes desfavorecidos suponen la mayoría de los empleados seis meses después de concluir las 
actuaciones del FSE.

El  porcentaje  de  grupos  desfavorecidos  con  empleo,  formación  o  búsqueda  de  trabajo  dentro  de  la 
participación total es superior en Aragón y Galicia.

Logro de los objetivos 2023 en relación a los indicadores de resultados específicos:58% 

ESPAÑA 
Apoyo a la inclusión social: 2014-2018

FONDO SOCIAL EUROPEO

LECCIONES APRENDIDAS
Importancia de las entidades sociales

Las  entidades  sociales 
juegan  un  papel 
importante  en  lograr  el  apoyo  del  FSE  para 
los  grupos  vulnerables.  Cada  entidad  se 
centra  habitualmente  en  un  grupo  o  cuestión 
específica (p.ej. población romaní, personas con 
discapacidad  y  economía  social)  y  se  implican 
en el diseño de los proyectos desde el principio. 

Concienciar sobre el problema

En el período 2014-2018 se ha difundido mucha 
información  sobre  el  FSE  a  través  de  medios 
digitales y medios de comunicación sociales que 
concienciaron a los beneficiarios, grupos objetivo 
así como a la población en general sobre el FSE.

Enfoque integral

El  FSE  apoya  las  actividades  de  inclusión 
social  para  sensibilizar  a  la  comunidad  y  la 
intermediación laboral así como actividades de 
sensibilización para las empresas. 

Complementariedad de los 
instrumentos de financiación

El respaldo del FSE a la inclusión social durante 
el período 2014-2020 ha sido complementario 
en  cuanto  a  su  alcance  y  objetivos  con  otros 
instrumentos  de  financiación  de  la  UE  (p.ej. 
eje  EaSI  para  emprendimiento  social,  FEAD 
and  FAMI).  Existen  oportunidades  para  una 
mayor  coordinación  entre  el  programa  de 
inclusión social del FSE y otros instrumentos de 
financiación.

INFORMACIÓN ADICIONAL
El FSE en España https://ec.europa.eu/esf/main.jsp?catId=378&langId=en

Web del FSE España https://www.educacionyfp.gob.es/educacion/mc/fse/fse.html

Comisión Europea, 2020. Estudio de apoyo a la evaluación de 2020 de la promoción de 
la inclusión social, la lucha contra la pobreza y cualquier discriminación por parte del 
Fondo Social Europeo (Objetivo Temático 09)

Fundación Santa María la Real & Fundación Telefónica (2015). Evaluación del impacto 
social de las lanzaderas de empleo. Fundación Telefónica. 

KPMG (2017). Evaluación intermedia del FSE en la inclusión social y la economía social 
OP 2014-2020 en España. Comisión Europea. 

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Finland spent a combined total of 78 
Million Euro in ESF investments for social inclusion. As a result, about 31 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Finland.  This  factsheet  summarises  the  main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

FINLAND

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

17.3

16.8

16.6

15.7

16.5

2014

2015

2016

2017

2018

Long-term unemployment rate, %

1.9

2014

2.3

2.3

2.1

2015

2016

2017

1.6

2018

21.8

EU Average
(2018)

2.9

EU Average
(2018)

Young people in formal and non-formal education and 
training, %

51.7

51.2

51.9

52.7

53.2

2014

2015

2016

2017

2018

Employment rate, %

73.1

72.9

73.4

74.2

76.3

2014

2015

2016

2017

2018

41.6

EU Average
(2018)

73.1

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
over  the  2014  to  2018  period.  It 
remained lower than the EU average.

 ▶ The rate of long-term unemployment 
was less than the EU average in 2018.

 ▶ There  was  an  overall  increase  in  the 
share  of  young  people  participating 
in  education  and  training  over  the 
2014 to 2018 period.

 ▶ The  proportion  of  employed  adults 
was  among  the  highest  in  the  EU.  The 
employment  gap  between  men  and 
women is one of the lowest in the EU.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

FINLAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: Finland’s social and health policy are set out in the document for Socially Sustainable 
Finland 2020, which is a Strategy for Social and Health Policy as well as the government programme. 
The Strategy aims for Finland to be in 2020 a socially sustainable and vibrant society, in which equality, 
mental  and  material  wellbeing,  gender  equality,  and  economic,  social  and  ecological  sustainability 
contribute to the balanced development of society.

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Finland  through  two  Operational  Programmes  focused  on 
employment objectives.

201

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

101

Million Euro

ESF funds support social inclusion measures aimed at reducing differences in wellbeing of different social 
groups and expanding the labour force.

In particular, ESF support to social inclusion concerns the following:

Improve employability and social participation of people far from the labour market such 
as the long- term unemployed and groups at risk of social exclusion such as  NEETs, Roma 
people,  disadvantaged  women,  people  with  a  migrant  background  as  well  as  persons  with 
disabilities.

From 2014 to 2018 the funds allocated to selected projects focused solely on active inclusion measures.

100%
Active inclusion measures - 100%

0%

20%

40%

60%

80%

100%

FINLAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

78

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

thousand.

31

33%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

21%

Inactive
33%

Unemployed

46%

Without educational attainment
5%

Tertiary 
education
23%

Primary / 
Lower 
secondary 
education
29%

Upper/Post 
secondary 
education
43%

Unemployed - 14,177
Inactive - 10,364
Employed, including self-employed - 6,603

Primary or lower secondary education  - 8,931
Upper secondary or post-secondary education - 13,410
Tertiary education - 7,166
Without education attainment - 1,637

minorities including Roma*

administrations and services

5,811 migrants and ethnic 
30 projects for public 
56% of the participations were by women
*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

3,836 from rural areas
820 supported micro and SMEs 

include social economy enterprises

8,008 common results were generated by ESF support to social inclusion by the end of 2018.
3,254  

4,754 

longer-term results 
were achieved

immediate results 
were achieved

Engaged in job search
In education and training

Gained a qualification
In employment

5%
31%

19%
45%

In employment
In improved labour market situation

72%
28%

Men represented a larger proportion of those who experienced improved labour market situation, compared 
to women.

ESF actions involving peer support and peer counselling combined with individual counselling and coaching 
effectively integrated young people into education and training.

Achievement of 2023 specific result targets: 91% 

FINLAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Tailoring to individual needs
The provision of support for vulnerable groups is 
an integral part of the local support “ecosystem”, 
where  local  service  providers  from  different 
sectors collaborate with clients and employers to 
co-develop services.  ESF operations encouraged 
networking between service providers.

Testing innovative approaches
The alignment of ESF support to social inclusion 
with activities at the national and regional level 
promoted  cross-sectoral  cooperation  between 
NGOs, private and the public sectors. Adding the 
“social  perspective”  marked  a  significant  shift 
for employment-related actions.

Flexibility in design
The  following  features  of  ESF  support  were 
success  factors:  client-centredness  (with  an 
emphasis on client participation in planning and 
designing services), peer support, low eligibility 
thresholds,  local  and  working  life  and  “life-
driven” services, networking of service providers, 
and ensuring a multi-professional approach. 

ADDITIONAL INFORMATION
The ESF in Finland https://ec.europa.eu/esf/main.jsp?catId=379&langId=en

Website of the ESF Finland https://www.rakennerahastot.fi/web/en

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

EUROOPAN SOSIAALIRAHASTO
Sosiaalisen osallisuuden tuki: 2014 - 2018

YHTEENVETO
Euroopan  sosiaalirahaston  (ESR)  tavoitteena  on  edistää  sosiaalista  osallisuutta,  taistella 
köyhyyttä  ja  syrjintää  vastaan.  Kaudella  2014  -  2018  EU  ja  Suomi  on  käyttänyt  yhteensä  78 
miljoonaa euroa ESR:n sijoituksiin sosiaalisen osallisuuden saralla. Tuloksena Suomessa on ollut 
noin 31 tuhatta osallistumista sosiaalisen osallisuuden tapahtumissa. Tässä esitteessä esitetään 
yhteenveto tähänastisista päätoimista, tulosteista, tuloksista ja EU:n yhteisrahoittamista ESR:n 
sosiaalisen osallisuuden toimenpiteiden toteuttamisesta opitusta.

SUOMI

SOSIOEKONOMINEN KONTEKSTI JA HAASTEET
Köyhyys- tai syrjäytymisriskissä olevat henkilöt, %

17.3

16.8

16.6

15.7

16.5

2014

2015

2016

2017

2018

Pitkäaikaistyöttömyys, %

1.9

2014

2.3

2.3

2.1

2015

2016

2017

1.6

2018

21.8

EU-keskiarvo
(2018)

2.9

EU-keskiarvo
(2018)

 ▶ Köyhyys-  tai  syrjäytymisriskissä 
olevien  henkilöiden  osuus 
laski 
kaudella 2014 - 2018. Se pysyi Euroopan 
keskitasoa alhaisempana.

 ▶ Pitkäaikaistyöttömyys 

oli 

EU-

keskiarvoa alhaisempi vuonna 2018.

Muodollisessa ja epävirallisessa koulutuksessa ja harjoit-
telussa olevat nuoret, %

51.7

51.2

51.9

52.7

53.2

2014

2015

2016

2017

2018

Työllisyys, %

73.1

72.9

73.4

74.2

76.3

2014

2015

2016

2017

2018

41.6

EU-keskiarvo
(2018)

73.1

EU-keskiarvo
(2018)

 ▶ Koulutukseen 

harjoitteluun 
ja 
osallistuvien  nuorten  henkilöiden 
osuus  kasvoi  yleisesti  kaudella  2014  - 
2018.

 ▶ Työssäkäyvien  aikuisten  osuus  oli 
yksi suurimmista EU:ssa. Työllisyyskuilu 
miesten  ja  naisten  välillä  on  yksi  EU:n 
alhaisimpia.

SELVENTÄVÄT HUOMAUTUKSET
•  Kaavioissa esitetään ESR-toimien tilanne investointiprioriteeteissa 9i, 9ii, 9iii, 9iv, 9v ja 9vi ohjelmointikaudelle 2014 - 2020 toteutettuna joulukuuhun 2018 
mennessä, SFC2014-seurantajärjestelmässä 10. joulukuuta 2019 kirjattuna. Monissa tapauksissa toimia ei ole vielä suoritettu loppuun tässä vaiheessa. Ne 
on annettu ainoastaan viitteenä edistymisestä.

•  Tavoitteiden  saavutukset  lasketaan  jakamalla  tulosteet  ja  tulokset  toimenpideohjelmissa  asetetuilla  tavoitteilla.  Tavoitteet  on  asetettu  saavutettavaksi 

vuoteen 2023 mennessä.

•  Koska yksi henkilö saattaa osallistua ESR-toimintoihin useammin kuin kerran, ilmoitetaan osallistumisten määrä, ei osallistujien määrää. Näihin lukuihin ei 

sisälly tekninen tuki.

•  Osallistujien tiedot kerätään toimintaa aloitettaessa. Tuloksia koskevat tiedot kerätään toiminnan lopuksi tai jopa myöhemmin. Tämän aikaviiveen vuoksi 

näitä kahta tietoa (osallistumiset ja tulokset) ei tulisi verrata suoraan keskenään.

•  Analyysissä tunnistettiin kuusi TO9-toiminnon tyyppiä: Tyyppi 1: Työllisyyteen keskittyvät toimet; Tyyppi 2: Perustaitojen parantaminen; Tyyppi 3: Peruskoulutus; 

Tyyppi 4: Palvelujen tarjoaminen; Tyyppi 5: Sosiaalinen yrittäjyys; Tyyppi 6: Asenteisiin ja järjestelmiin vaikuttavat toimet.

SUOMI
Sosiaalisen osallisuuden tuki: 2014 - 2018

EUROOPAN SOSIAALIRAHASTO

Poliittiset  toimet:  Suomen  sosiaali-  ja  terveyspolitiikka  on  määritelty  Sosiaalisesti  kestävä  Suomi 
2020  -asiakirjassa,  joka  on  sosiaali-  ja  terveyspolitiikan  strategia  sekä  hallitusohjelma.  Strategian 
tavoitteena  on,  että  Suomi  on  vuonna  2020  sosiaalisesti  kestävä  ja  elinvoimainen  yhteiskunta, 
jossa yhdenvertaisuus, henkinen ja aineellinen hyvinvointi, sukupuolten tasa-arvo sekä taloudellinen, 
sosiaalinen ja ekologinen kestävyys edistävät yhteiskunnan tasapainoista kehitystä.

ESR:N PAINOPISTEET JA TOIMET
ESR  tukee  sosiaalisen  osallisuuden  toimia  Suomessa  kahdella  työllisyystavoitteisiin  kohdistuvalla 
toimenpideohjelmalla.

201

miljoonaa  euroa  on  budjetoitu 
yhteensä sosiaalisen osallisuuden 
toimiin

EU:n tuki rahoituksesta on:

101

miljoonaa euroa

ESR-rahastot  tukevat  sosiaalisen  osallisuuden  toimenpiteitä,  jotka  pyrkivät  vähentämään  eroja  eri 
sosiaaliryhmien hyvinvoinnissa ja laajentamaan työvoimaa.

ESR-tuki sosiaaliselle osallisuudelle koskee erityisesti seuraavia:

Työllistettävyyden  ja  sosiaalisen  osallistumisen  parantamista  henkilöillä,  jotka 
ovat  etäällä  työmarkkinoista,  kuten  pitkäaikaistyöttömät  sekä  ryhmät,  joilla  on  sosiaalisen 
syrjäytymisen vaara, kuten NEET-ryhmään kuuluvat, romanit, heikommassa asemassa olevat 
naiset, maahanmuuttajataustaiset sekä vammaiset henkilöt.

Vuorina  2014  -  2018  valituille  projekteille  kohdistettu  rahoitus  keskittyi  yksinomaan  aktiiviseen 
osallisuuteen kohdistuviin toimenpiteisiin.

Aktiiviseen osallisuuteen kohdistuvat toimenpiteet - 100 %

100%

0%

20%

40%

60%

80%

100%

SUOMI
Sosiaalisen osallisuuden tuki: 2014 - 2018

EUROOPAN SOSIAALIRAHASTO

TILANNE
Vuosina 2014 - 
2018

78

miljoonaa euroa
on käytetty.

Rekisteröityjen osallistumisten 
kokonaismäärä vastaa noin

OSALLISTUJIEN PROFIILIT TUKEA SAATAESSA

tuhatta.

31

33 %

saavutus vuoden 2023 
osallistumistavoitteista.

Työtön
46%

Ei hankittua koulutusta
5%

Korkea-asteen 
koulutus
23%

Alemman/yle
mmän 
perusasteen 
koulutus
29%

Työllistetty

21%

Ei-aktiivinen
33%

Työtön - 14 177
Ei-aktiivinen - 10 364
Työssäkäyvä, 
mukaan 
ammatinharjoittajat - 6 603

lukien 

itsenäiset 

vähemmistöihin kuuluvaa, mukaan lukien romanit*

5 811 maahanmuuttajaa ja etnisiin 
30 projektia julkishallinnolle ja 
56 % osallistumisista oli naisia

julkisille palveluille

Toisen asteen / 
toisen asteen 
jälkeinen 
koulutus
43%

Alemman tai ylemmän perusasteen koulutus - 8 931
Toisen asteen / toisen asteen jälkeinen koulutus - 13 410
Korkea-asteen koulutus - 7 166
Ei hankittua koulutusta - 1 637

3 836 maaseudulta

820 tuettua mikro- ja pk-yritystä 

ml. osuus- ja yhteisötalouden yritykset

*Luvut saattavat olla todellisuutta pienempiä, koska osallistujien henkilötietoja ei ole annettu
TULOKSET
Yhteensä 

8 008 yleistä tulosta luotiin ESR-tuella sosiaaliselle osallisuudelle vuoden 2018  
3 254  

4 754 

välitöntä tulosta 
saavutettiin

pitkän aikavälin 
tulosta saavutettiin

  loppuun mennessä.

Työnhaussa
Koulutuksessa ja harjoittelussa

Hankkinut ammattipätevyyden
Töissä

5 %
31 %

19 %
45 %

Töissä
Parannetussa 
työmarkkinatilanteessa

72 %

28 %

Parannetun työmarkkinatilanteen kokeneista oli suurempi osuus miehiä naisiin verrattuna.

ESR-toimenpiteet, joihin liittyi vertaistukea ja vertaisneuvontaa, yhdistettynä yksilölliseen neuvontaan ja 
valmennukseen integroi onnistuneesti nuoria ihmisiä koulutuksen ja harjoittelun pariin.

Vuoden 2023 määriteltyjen tulostavoitteiden saavuttaminen: 91 % 

 
 
 
SUOMI
Sosiaalisen osallisuuden tuki: 2014 - 2018

EUROOPAN SOSIAALIRAHASTO

ESR-tuen 

Mallin joustavuus
Seuraavat 
muodot 
olivat 
asiakaskeskeisyys 
menestystekijöitä: 
osallistuminen 
(painopisteenä 
palvelujen 
ja  muotoiluun), 
vertaistuki,  matalat  tukikelpoisuuskynnykset, 
paikalliset  ja  työelämän  sekä  ”elämäkohtaiset” 
palvelut,  palveluntarjoajien  verkottuminen  ja 
moniammatillinen lähestymistapa. 

suunnitteluun 

asiakkaan 

ja 

jossa 

heikossa 

antaminen 

työntekijöiden 

”ekosysteemiä”, 

TÄHÄN ASTI OPITTUA
Räätälöinti yksilöllisten tarpeiden 
mukaan
Tuen 
asemassa 
oleville  ryhmille  on  tärkeä  osa  paikallista 
tuen 
paikalliset 
palveluntarjoajat eri aloilta tekevät yhteistyötä 
asiakkaiden 
kanssa 
kehittääkseen  yhdessä  palveluita.    ESR-toimet 
kannustivat  verkottumista  palveluntarjoajien 
kesken.
Innovatiivisten lähestymistapojen 
testaus
ESR-tuen 
sosiaaliselle 
osallisuudelle 
ja 
toimet 
paikallisella  tasolla  on  edistänyt  eri  alojen 
välistä  yhteistyötä  valtioista  riippumattomien 
järjestöjen, yksityisen ja julkisen sektorin välillä. 
”Sosiaalisen  näkökannan”  lisääminen  merkitsi 
tärkeää  muutosta 
liittyvissä 
toimissa.

kohdistaminen 

työllisyyteen 

kansallisella 

ja 

LISÄTIETOJA
ESR Suomessa https://ec.europa.eu/esf/main.jsp?catId=379&langId=en

ESR:n verkkosivu Suomessa https://www.rakennerahastot.fi/web/en

Euroopan komissio, 2020. Tutkimus, joka tukee sosiaalisen osallisuuden 
edistämistä, köyhyyden ja kaikenlaisen syrjinnän torjumista vuonna 2020 
koskevaa arviointia Euroopan sosiaalirahaston toimesta (temaattinen tavoite 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and France spent a combined total of 1678 
Million Euro in ESF investments for social inclusion. As a result, 1.7 billion participations in social 
inclusion  activities  have  taken  place  in  France.  This  factsheet  summarises  the  main  actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

FRANCE

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

 ▶ The  proportion  of  people  at  risk  of 
poverty or social exclusion remained 
below the EU average. 

18.5

17.7

18.2

17.0

17.4

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Persons with (some or severe) disability who are in work and at 
risk of poverty,  % 

11.3

11.8

10.1

9.1

9.9

2014

2015

2016

2017

2018

11.7

EU Average
(2018)

 ▶ The  share  of  economically  active 
adults with an activity limitation or 
disability who are at risk of poverty 
declined  more  rapidly  than  the  EU 
average.

Young people in formal and non-formal education and training, %

 ▶ The 

share 

young 

of 
people 
in  education  and 

participating 
training declined over time. 

48.3

47.9*

47.9

47.8

47.9

2014

2015

2016

2017

2018

*break in time series

41.6

EU Average
(2018)

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

FRANCE
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  The  multi-annual  Social  Inclusion  and  Anti-Poverty  Plan  introduced  in  2013  and 
renewed every two years, focuses on improving access to the labour market through education and 
vocational  training  and  targeted  support  for  vulnerable  young  people.  In  addition,  the  Plan  aims  to 
provide enhanced social assistance to the unemployed and low-income families in areas of affordable 
housing and access to healthcare.

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  France  through  nine  Operational  Programmes  focused  on 
employment  objectives,  enhancing  basic  skills,  access  to  basic  school  education  and  services,  social 
entrepreneurship and measures influencing attitudes and systems. These actions are concentrated in the 
national Operational Programme.

3.4 

Billion Euro are budgeted in total 
for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

1.9

Billion Euro

ESF  funds  support  the  implementation  of  national  policies  on  reducing  poverty  and  enhancing  social 
inclusion through active inclusion measures with a view to promote equal opportunities, active participation 
and improve employability of individuals excluded from society and marginalised groups.

In particular, ESF support to social inclusion concerns the following:

Integrate people far from the labour market into employment through targeted measures 
including, improving the quality of support programmes;

Increase actions aimed at reducing discrimination and promoting equality between men 
and women; 

Support the development and increase efficiency in provision of social services  through 
training provided to service personnel’s;

Increase the number of social economy entities to facilitate labour market participation 
of persons at-risk-of social exclusion;

Increase the integration capacity of the disadvantaged populations present at the local 
level by the implementation of local development strategies led by the local actors.

From  2014  to  2018  the  funds  allocated  to  selected  projects  focused  solely  on  active  inclusion 
measures, support to marginalised communities, combat discrimination, enhance access to social services 
and promotion of social entrepreneurship

99%

0.3% 0.3% 0.2% 0.2%

0%

20%

40%

60%

80%

100%

Active inclusion measures- 99%

Combat discrimination- 0.3%

Promotion of social entrepreneurship- 0.3%

Enhance access to social services- 0.2%

Support to marginalised communities- 0.2%

FRANCE
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

1.7 

Billion Euro
were spent.

The total number of recorded 
participations corresponds to

million.

1.7  95% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
16%

Inactive
33%

Unemployed
51%

Without educational attainment
6%

Tertiary 
education

11%

Upper/Post 
secondary 
education
18%

Primary / 
Lower 
secondary 
education
65%

Unemployed - 840 thousand
Inactive - 541 thousand
Employed, including self-employed - 276 thousand  

Primary or lower secondary education  - 1.1 million  
Upper secondary or post-secondary education - 290 thousand 
Tertiary education - 190 thousand
Without education attainment - 93 thousand 

163 thousand below 25 years 
678 thousand migrants, ethnic minorities, Roma*  
50% of the participations were by women

128 thousand participants with disabilities*  
1,295 projects for women in employment   

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 
1.6 million common results were generated by ESF support to social inclusion by the end of 2018.
645

thousand longer-term results 
were achieved

thousand immediate results 
were achieved

894  

In employment

In improved labour market situation

11%

89%

Engaged in job search

In education and training

Gained a qualification

In employment

32%

11%

12%

45%

A majority of the participations generated a positive result within four weeks after leaving an ESF intervention. 
Among them, a considerable number of participants transitioned into employment.

More than half of the employment held by participants furthest from the labour market are considered 
sustainable employment i.e. permanent or fixed-term contracts of more than 6 months.

Achievement of 2023 targets for specific results: 12% 

FRANCE
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Service delivery

ESF integrated pathways have promoted service 
integration between local authorities and public 
employment services in order to strengthen the 
support provided for the return to employment.

Promoting innovative approaches

funds 

ESF 
supported  experimental  and 
innovative schemes to promote the inclusion of 
people with disabilities, research and modelling 
initiatives,  and  actions  for  the  exchange  of 
experience and good practice

Flexibility of operations

Take-up among small organisations

Setting  broad  target  groups  has  allowed 
Managing  Authorities 
implement  ESF 
operations  flexibility  and  has  helped  to  ensure 
that support is provided to the most vulnerable 
populations.

to 

constraints 

Key 
grassroots 
faced 
organisations to engaging with ESF include the 
requirement  for  a  stable  legal  status  and  the 
need to have a high cash flow.

by 

ADDITIONAL INFORMATION
The ESF in France https://ec.europa.eu/esf/main.jsp?catId=380&langId=en 

Website of the ESF France http://www.fse.gouv.fr/nous-contacter

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

Amnyos-Edater (2018). Analysis of the inclusion of people with disabilities in the 
national ESF and YEI OPs in France. 

Amnyos-Edater (2019). Evaluation of the impact of the National ESF Program on the 
fight against poverty and promoting inclusion (Axis 3). 

Conseil, Itinere (2018). Analysis of the performance of the ESF OP in France. 

@EUsocial

socialeurope

FONDS SOCIAL EUROPÉEN
Soutien à l'inclusion sociale : 2014–2018

FRANCE

SOMMAIRE
Le  Fonds  social  européen  (FSE)  a  pour  but  de  promouvoir  l'inclusion  sociale,  lutter  contre  la 
pauvreté et les discriminations. Entre 2014 et 2018, l'UE et la France ont dépensé au total 1 678 
millions  d'euros  en  investissements  FSE  pour  soutenir  l'inclusion  sociale.  En  conséquence,  1,7 
milliard de participations à des activités en faveur de l'inclusion sociale ont eu lieu en France. 
Cette note d'information récapitule les principales actions, réalisations, résultats et enseignements 
tirés jusqu'à présent de la mise en œuvre des mesures du FSE en faveur de l'inclusion sociale, 
cofinancées par l'UE.
CONTEXTE SOCIO-ÉCONOMIQUE ET DÉFIS
Personnes exposées au risque de pauvreté ou d'exclusion sociale, %

18.5

17.7

18.2

17.0

17.4

2014

2015

2016

2017

2018

21.8

Moyenne de
l'UE (2018)

Personnes en situation de handicap ou de handicap sévère, qui 
travaillent et qui sont exposées au risque de pauvreté, % 

11.3

11.8

10.1

9.1

9.9

11.7

2014

2015

2016

2017

2018

 ▶ La proportion de personnes exposées 
au risque de pauvreté ou d'exclusion 
sociale  est  restée  en  dessous  de  la 
moyenne de l'UE. 

 ▶ La proportion d'adultes actifs, ayant 
une  activité  limitée  ou  étant  en 
situation  de  handicap  et  qui  sont 
exposés  au  risque  de  pauvreté, 
a  diminué  plus  rapidement  que  la 
moyenne de l'UE.

Jeunes suivant un enseignement scolaire et extrascolaire et une 
formation, %

 ▶ La proportion de jeunes scolarisés ou 
suivant  une  formation  a  diminué  au 
fil du temps. 

48.3

47.9*

47.9

47.8

47.9

2014

2015

2016

2017

2018

*pause dans des séries chronologiques

Moyenne de
l'UE (2018)

41.6

Moyenne de
l'UE (2018)

NOTES EXPLICATIVES
•  Les chiffres présentent la situation des opérations du FSE au titre des priorités d'investissement 9i, 9ii, 9iii, 9iv, 9v et 9vi pour la période de programmation 
2014–2020 mise en œuvre jusqu'en décembre 2018, comme indiqué dans le système de contrôle SFC2014 au 10 décembre 2019. Dans de nombreux cas, 
les opérations ne sont pas encore terminées à ce stade. Ces chiffres ne sont donnés qu'à titre d'indication de la progression.

•  Les taux de réussite sont calculés en divisant les réalisations et les résultats par les objectifs fixés dans les programmes opérationnels. Les objectifs fixés 

devraient être atteints d'ici 2023.

•  Étant donné qu'une personne peut participer plus d'une fois aux opérations du FSE, c'est le nombre de participations qui est indiqué et non le nombre de 

participants. Ces chiffres excluent l'assistance technique.

•  Les données des participants sont collectées lors du démarrage d'une opération. Les données sur les résultats sont recueillies à la fin d'une opération, voire 
plus tard. En raison de ce décalage dans le temps, les deux ensembles de données (participations et résultats) ne devraient pas être comparés directement.
•  L'évaluation distingue six types d'opérations TO9 : Type 1 : Mesures axées sur l'emploi ; type 2 : Améliorer les compétences de base ; type 3 : Éducation de 

base ; type 4 : Accès aux services ; type 5 : Entreprenariat social ; type 6 : Mesures influençant les attitudes et les systèmes.

FRANCE
Soutien à l'inclusion sociale : 2014–2018

FONDS SOCIAL EUROPÉEN

Réponse  politique  :  Le  plan  pluriannuel  d'inclusion  sociale  et  de  lutte  contre  la  pauvreté,  introduit 
en 2013 et renouvelé tous les deux ans, porte sur l'amélioration de l'accès au marché du travail par 
l'éducation et la formation professionnelle et sur le soutien ciblé aux jeunes vulnérables. De plus, ce 
plan  vise  à  apporter  une  meilleure  assistance  sociale  aux  familles  sans  emploi  et  défavorisées  en 
termes de logements sociaux et d'accès aux soins de santé.

PRIORITÉS ET ACTIONS DU FSE
Le FSE soutient les actions d'inclusion sociale en France par le biais de neuf programmes opérationnels (PO) 
axés sur des objectifs en matière d'emploi, l'amélioration des compétences de base, l'accès à la scolarité 
élémentaire et ses services, l'entreprenariat social et des mesures influençant les attitudes et les systèmes. 
Ces actions se concentrent sur le programme opérationnel national.

3,4 

milliards d'euros sont budgétés 
pour 
actions 
soutenir 
d'inclusion sociale

les 

La  contribution  de 
l'UE 
représente  une  large  part 
de ce financement :

1,9

milliard d'euros

Les fonds du FSE soutiennent la mise en œuvre de politiques nationales sur la diminution de la pauvreté 
et l'amélioration de l'inclusion sociale par des mesures d'inclusion active, visant à favoriser l'égalité des 
chances, la participation active et à améliorer la capacité d'insertion professionnelle de personnes exclues 
de la société et de groupes marginalisés.

Le soutien du FSE à l'inclusion sociale concerne plus particulièrement ce qui suit :

Insérer  les  personnes  éloignées  du  marché  du  travail dans l'emploi par des mesures 
ciblées, y compris l'amélioration de la qualité des programmes de soutien ;

Augmenter  les  actions  visant  à  réduire  les  discriminations  et  à  promouvoir  l'égalité 
entre les hommes et les femmes ; 

Soutenir le développement et accroître l'efficience dans l'offre de services sociaux par 
une formation dispensée à leurs personnels ;

Accroître le nombre de structures d'économie sociale afin de faciliter la participation au 
marché du travail de personnes menacées d'exclusion sociale ;

Augmenter les capacités d'intégration des populations défavorisées au niveau local par la 
mise en œuvre de stratégies de développement local conduites par les acteurs locaux.

De 2014 à 2018, les fonds alloués aux projets sélectionnés étaient axés exclusivement sur des mesures 
d'inclusion  active,  sur  le  soutien  à  des  communautés  marginalisées,  la  lutte  contre  les  discriminations, 
l'amélioration de l'accès aux services sociaux et la promotion de l'entreprenariat social.

99%

0.3% 0.3% 0.2% 0.2%

0%

20%

40%

60%

80%

100%

Mesures d'inclusion active - 99 %

Lutte contre les discriminations - 0,3 %

Promotion de l'entreprenariat social - 0,3 %

Amélioration  de  l'accès  aux  services  sociaux  - 
0,2 %
Soutien  aux  communautés  marginalisées  - 
0,2 %

FRANCE
Soutien à l'inclusion sociale : 2014–2018

FONDS SOCIAL EUROPÉEN

ÉTAT D'AVANCEMENT
Entre 2014 et 
2018,

1,7 

milliard d'euros
ont été dépensés.

Le nombre total de participations 
enregistrées correspond à

million.

1,7  95 % 

Réalisation des objectifs 
2023 en termes de 
participations

PROFILS DES PARTICIPANTS QUI REÇOIVENT DE L'AIDE

Employés
16%

Inactifs
33%

Aucun niveau de scolarité
6%

Enseignemen
t supérieur 
(CITE 5-8)

11%

Enseignement 
primaire (CITE 
1) ou 
secondaire 
premier cycle 
(CITE 2)

65%

Chômeurs
51%

Enseignement secondaire 
deuxième cycle (CITE 3) ou 
enseignement post-
secondaire non-supérieur 
(CITE 4)

18%

Chômeurs - 840 000
Inactifs - 541 000
Employés, y compris indépendants - 276 000  

Enseignement  primaire  (CITE  1)  ou  secondaire  premier  cycle 
(CITE 2) - 1,1 million  
Enseignement secondaire deuxième cycle (CITE 3) ou enseignement 
post-secondaire non-supérieur (CITE 4) - 290 000 
Enseignement supérieur (CITE 5-8) - 190 000
Aucun niveau de scolarité - 93 000 

163 000 de moins de 25 ans 
678 000 migrants, minorités ethniques, Roms*  
50% de participations féminines

128 000 participations avec handicap*  
1 295 projets pour l'emploi des femmes   

*Il se peut que les chiffres soient sous-estimés en raison d'une non-transmission d'informations personnelles 
par les participants

RÉSULTATS
Globalement, 
1,6 million de résultats communs ont été générés par le soutien du FSE à l'inclusion sociale à fin 2018.
645

000 résultats immédiats ont 
été obtenus

000 résultats à long terme 
ont été obtenus

894  

Engagés dans la recherche d'un emploi
En éducation et formation

Ayant obtenu une qualification
En emploi

32 %
11 %

12 %
45 %

En emploi
En meilleure situation sur le marché 
du travail

89 %

11 %

Les participations ont, pour la plupart, suscité un résultat positif dans les quatre semaines à l'issue d'une 
intervention du FSE. Parmi celles-ci, un grand nombre de participants ont trouvé un emploi.

Plus  de  la  moitié  des  emplois  occupés  par  les  participants  les  plus  éloignés  du  marché  du  travail  sont 
considérés comme des emplois durables, à savoir des contrats à durée indéterminée ou des contrats à 
durée déterminée de plus de 6 mois.

Réalisation des objectifs 2023 en termes de résultats spécifiques : 12 % 

FRANCE
Soutien à l'inclusion sociale : 2014–2018

FONDS SOCIAL EUROPÉEN

ENSEIGNEMENTS TIRÉS JUSQU'À PRÉSENT
Services fournis

Promotion d'approches novatrices

Les  parcours  intégrés  du  FSE  ont  favorisé 
l'intégration  des  services  entre  les  autorités 
locales  et  les  services  publics  de  l'emploi  afin 
de renforcer le soutien apporté pour le retour à 
l'emploi.

Souplesse des opérations

La définition de larges groupes cibles a permis 
aux autorités de gestion d'améliorer la souplesse 
des opérations du FSE et contribué à assurer le 
soutien aux populations les plus vulnérables.

Les  fonds  du  FSE  ont  permis  de  soutenir  des 
innovants, 
programmes  expérimentaux  et 
visant  à  favoriser  l'intégration  de  personnes 
en  situation  de  handicap,  des  initiatives  de 
recherche et de modélisation et des actions pour 
l'échange d'expériences et de bonnes pratiques.

Prise en charge au sein de petites 
structures

Les  contraintes  majeures  des  organisations 
locales en s'engageant dans le FSE impliquent la 
nécessité d'un statut juridique stable et d'avoir 
un flux de trésorerie élevé.

INFORMATIONS SUPPLÉMENTAIRES
Le FSE en France https://ec.europa.eu/esf/main.jsp?catId=380&langId=fr 

Site web du FSE France http://www.fse.gouv.fr/nous-contacter

Commission européenne, 2020. Étude de soutien à l’évaluation 2020 de la promotion 
de l’inclusion sociale, de la lutte contre la pauvreté et de toute discrimination par le 
Fonds social européen (Objectif Thématique 09)

Amnyos-Edater (2018). Analyse de l'intégration des personnes en situation de handicap 
dans les programmes opérationnels FSE et YEI nationaux en France. 

Amnyos-Edater (2019). Évaluation de l'impact du programme FSE national dans la lutte 
contre la pauvreté et la promotion de l'intégration (axe 3). 

Conseil, Itinere (2018). Analyse de la performance du programme opérationnel FSE en 
France. 

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Croatia spent a combined total of 45 
Million Euro in ESF investments for social inclusion. As a result, about 20 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Croatia.  This  factsheet  summarises  the  main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

CROATIA

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

29.3

29.1

27.9

26.4

24.8

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Persons with disability who are in work and at risk of poverty,  % 

6.8

2014

7.8

7

7.6

8.8

2015

2016

2017

2018

Employment rate for women, %

54.2

55.9

56.6

58.3

60.1

2014

2015

2016

2017

2018

Transition from unemployment to employment (% of 
unemployment), % 

10

2014

18

19

20

12

2015

2016

2017

2018

11.8

EU Average
(2018)

67.4

EU Average
(2018)

N/A

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
more rapidly than the EU average.

 ▶ There  was  an  overall  increase  in  the 
share  of  economically  active  adults 
with  an  activity 
limitation  or 
disability  who  are  at  risk  of  poverty 
over the 2014 to 2018 period.

 ▶ There was an overall increase in the 
employment  rate  over  the  2014  to 
2018 period. 

 ▶ The  share  of  unemployed  people 
transitioning 
employment 
to 
doubled over the 2014 to 2018 period.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

CROATIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  The  Strategy  for  Combating  Poverty  and  Social  Exclusion  2014-2020  focuses  on 
measures targeting long-term unemployed and other vulnerable groups and increasing adequacy of 
social benefits in social welfare system and equal access to public services.   In addition, the Strategy 
aims to ensure access to early childhood services and equal access to social, health and other basic 
services,  increase  employability  and  establish  a  coordinated  system  of  support  to  groups  at  risk  of 
poverty and social exclusion.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Croatia through one national Operational Programme focused 
on employment objectives, social entrepreneurship and measures influencing attitudes and systems.

386

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

328

Million Euro

ESF funds support the implementation of national policies on reducing poverty and enhancing social inclusion 
through active inclusion measures with a view to promote active participation and improve employability of 
individuals excluded from society and marginalised groups.

In particular, ESF support to social inclusion concerns the following:

Combat poverty and social exclusion by promoting labour market and social integration 
of vulnerable groups and enhance active inclusion through the implementation of integrated 
pathways to the regeneration of deprived areas;

Enhance access to affordable, sustainable and high-quality social services for vulnerable 
groups;

Increase the number and sustainability of social enterprises and their employees.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures.

63%

37%

1%

Active inclusion measures- 63%

Enhance access to social services- 37%

Promotion of social entrepreneurship- 1%

0%

20%

40%

60%

80%

100%

CROATIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

45

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

19 

16% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

7%

Inactive

22%

Without educational attainment
7%

Tertiary 
education

10%

Unemployed

71%

Upper/Post 
secondary 
education

34%

Primary / 
Lower 
secondary 
education

50%

Unemployed - 13,739   
Inactive - 4,267    
Employed, including self-employed - 1,454   

1,270 migrants, ethnic minorities, Roma* 
3,652 participants with disabilities*  
350 projects with social partners or NGOs   
63% of the participations were by women

Primary or lower secondary education  - 9,636  
Upper secondary or post-secondary education - 6,532    
Tertiary education - 1,962  
Without education attainment - 1,330 

2,976 other disadvantaged  
10,125 from rural areas    
45 supported micro and SMEs including social 

economy enterprises 

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 
6,117  common results were generated by ESF support to social inclusion by the end of 2018.
1,800 

4,317  

longer-term results 
were achieved

immediate results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

2%

19%

3%

76%

In employment

In improved labour market situation

99%

1%

Women (primarily with low employability and long-term unemployed) achieved positive results related to 
sustainable employment, through training provided by the Zaželi (“Make a Wish”) operation.

A majority of participants who secured employment immediately upon leaving ESF interventions, remained 
with the same employers long after the completion of the project.

CROATIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Holistic approach

Young persons with disabilities can be effectively 
through  provision  of 
included 
organised recreation and free of charge sports 
facilities.

in  society 

LESSONS LEARNED SO FAR
Partnerships and engagement at 
the local level

Closer  cooperation  at  all  levels  of  institutions 
responsible for employment and social inclusion 
is  vital  for  the  successful  use  of  ESF  funds. 
Positive  results  can  be  achieved  through 
cooperation, which arises from the willingness of 
all beneficiaries to interact. These relationships 
and  inter-organisational  links  are  a  crucial 
element in facilitating a mutual understanding, 
trust, and continued willingness to cooperate.  

Outreach to target groups

An  improved  approach  to  further  development 
of  ESF  actions 
the 
unemployed  and  the  socially  excluded  persons 
to become key partners and valuable resources 
in the implementation of the intervention.

involve  empowering 

ADDITIONAL INFORMATION
The ESF in Croatia https://ec.europa.eu/esf/main.jsp?catId=383&langId=en 

Website of the ESF Croatia http://www.esf.hr/

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

Ipsos (2019). The evaluation of the progress measured by longer-term performance 
indicators for Initiative for Youth Employment and ESF: Final report

@EUsocial

socialeurope

EUROPSKI SOCIJALNI FOND
Podrška socijalnom uključivanju: 2014. – 2018.

SAŽETAK
Cilj Europskog socijalnog fonda (ESF) je promicanje socijalnog uključivanja, suzbijanje siromaštva i 
diskriminacije. Tijekom razdoblja 2014. – 2018. EU i Hrvatska uložile su ukupno 45 milijuna eura u 
investicije ESF-a za socijalno uključivanje. Zbog toga se oko 20 tisuća sudjelovanja u aktivnostima 
socijalnog uključivanja održavalo u Hrvatskoj. Ovaj informativni članak sažima glavne aktivnosti, 
rezultate  i  dosad  naučene  lekcije  iz  implementacije  mjera  socijalnog  uključivanja  ESF-a  koje 
sufinancira EU.

HRVATSKA

SOCIOEKONOMSKI KONTEKST I IZAZOVI
Osobe u opasnosti od siromaštva ili socijalne isključenosti, %

29.3

29.1

27.9

26.4

24.8

2014

2015

2016

2017

2018

21.8

Prosjek EU-a
(2018)

Osobe s invaliditetom koje rade i u opasnosti su od siromaštva, % 

6.8

2014

7.8

7

7.6

8.8

2015

2016

2017

2018

Stopa zaposlenosti za žene, %

54.2

55.9

56.6

58.3

60.1

2014

2015

2016

2017

2018

Tranzicija od nezaposlenosti prema zaposlenosti (% 
nezaposlenosti), % 

10

2014

18

19

20

12

2015

2016

2017

2018

11.8

Prosjek EU-a
(2018)

67.4

Prosjek EU-a
(2018)

N/A

Prosjek EU-a
(2018)

 ▶ Udio osoba u opasnosti od siromaštva 
ili  socijalne  isključenosti  smanjio  se 
brže od prosjeka EU-a.

 ▶ Tijekom  razdoblja  od  2014.  do  2018. 
je  opći  porast  udjela 
zabilježen 
gospodarski 
odraslih 
osoba s ograničenjem aktivnosti ili 
invaliditetom  koje  su  u  opasnosti  od 
siromaštva.
 ▶ Zabilježen 

aktivnih 

je  opći  porast  stope 
razdoblja  od 

tijekom 

zaposlenosti 
2014. do 2018. 

 ▶ Udio  nezaposlenih  osoba  koje  se 
zapošljavaju  udvostručio  se  tijekom 
razdoblja od 2014. do 2018.

OBJAŠNJENJA
•  Podaci  prikazuju  situaciju  za  aktivnosti  ESF-a  pod  investicijskim  prioritetima  9i,  9ii,  9iii,  9iv,  9v  i  9vi  za  programsko  razdoblje  2014.  –  2020.  koje  su 
implementirane do prosinca 2018., kako je zabilježeno u sustavu nadzora SFC2014 do 10. prosinca 2019. U mnogim slučajevima aktivnosti još nisu dovršene 
u ovoj fazi. One su navedene samo kao znak napretka.

•  Ciljna postignuća izračunavaju se dijeljenjem rezultata s ciljevima postavljenima u operativnim programima. Ciljevi su postavljeni za postizanje do 2023.
•  Budući da je jedna osoba mogla sudjelovati u aktivnostima ESF-a više puta, naveden je broj sudjelovanja, a ne broj sudionika. Ti podaci isključuju tehničku 

podršku.

•  Podaci o sudionicima prikupljeni su pri pokretanju intervencije. Podaci o rezultatima prikupljeni su na završetku određene aktivnosti ili čak kasnije. S obzirom 

na taj vremenski razmak nije prikladno izravno uspoređivati te dvije skupine podataka (sudjelovanje i rezultate).

•  Evaluacija je identificirala šest tipova aktivnosti TO9: Tip 1: aktivnosti usmjerene na zapošljavanje; tip 2: poboljšavanje osnovnih vještina; tip 3: osnovno 

školsko obrazovanje; tip 4: pristup uslugama; tip 5: socijalno poduzetništvo; tip 6: aktivnosti koje utječu na stavove i sustave.

HRVATSKA
Podrška socijalnom uključivanju: 2014. – 2018.

EUROPSKI SOCIJALNI FOND

Strateška reakcija: Strategija borbe protiv siromaštva i socijalne isključenosti 2014. – 2020. usmjerena 
je  na  mjere  namijenjene  dugotrajno  nezaposlenim  i  ostalim  ranjivim  skupinama  i  povećavanje 
prikladnosti socijalnih povlastica u sustavu socijalne skrbi te jednak pristup javnim uslugama.   Uz to, 
cilj  Strategije  je  osiguravanje  pristupa  uslugama  za  rano  djetinjstvo  i  jednakog  pristupa  socijalnim, 
zdravstvenim  i  ostalim  osnovnim  uslugama,  povećavanje  mogućnosti  zapošljavanja  i  uspostavljanje 
koordiniranog sustava podrške za skupine u opasnosti od siromaštva i socijalne isključenosti.

PRIORITETI I AKTIVNOSTI ESF-A
ESF podržava aktivnosti socijalnog uključivanja u Hrvatskoj kroz nacionalni operativni program usmjeren na 
ciljeve zapošljavanja, socijalno poduzetništvo i mjere koje utječu na stavove i sustave.

386

milijuna eura ukupno je uloženo 
u aktivnosti socijalnog uključivanja

Doprinos  EU-a  predstavlja 
velik udio tog financiranja:

328

milijuna eura

Fondovi ESF-a podržavaju implementaciju nacionalnih strategija za smanjivanje siromaštva i poboljšavanje 
socijalne  uključenosti  mjerama  aktivnog  uključivanja  s  ciljem  promicanja  aktivnog  sudjelovanja  i 
poboljšavanja mogućnosti zapošljavanja pojedinaca koji su isključeni iz društva te marginaliziranih skupina.

Podrška ESF-a socijalnom uključivanju posebno se odnosi na sljedeće:

Borba protiv siromaštva i socijalne isključenosti promicanjem tržišta rada i socijalnom 
integracijom  ranjivih  skupina  te  poboljšavanje  aktivnog  uključivanja  implementacijom 
integriranih procesa obnavljanja ugroženih područja;

Poboljšavanje  pristupa  dostupnim,  održivim  i  visokokvalitetnim  socijalnim  uslugama  za 
ranjive skupine;

Povećavanje broja i održivosti socijalnih tvrtki i njihovih zaposlenika.

Od 2014. do 2018. fondovi dodijeljeni odabranim projektima bili su usmjereni prvenstveno na mjere 
aktivnog uključivanja.

63%

37%

1%

Mjere aktivnog uključivanja – 63 %

Poboljšavanje pristupa socijalnim uslugama – 37 %

Promicanje socijalnog poduzetništva – 1 %

0%

20%

40%

60%

80%

100%

HRVATSKA
Podrška socijalnom uključivanju: 2014. – 2018.

EUROPSKI SOCIJALNI FOND

STANJE
Između 2014. i 
2018.

45

milijuna eura
je uloženo.

Ukupni broj zabilježenih 
sudionika odnosi se na

tisuća.

19  16 % 

postignuća od 2023 
cilja za sudjelovanje

PROFILI SUDIONIKA KOJI DOBIVAJU POTPORU

Zaposleni

7%

Neaktivni
22%

Nezaposleni
71%

Bez obrazovnih postignuća
7%

Visoko 
obrazovanje

10%

Više srednjoškolsko 
obrazovanje / 
obrazovanje nakon 
srednjoškolskog
34%

Osnovno / niže 
srednjoškolsko 
obrazovanje

50%

Nezaposleni – 13 739   
Neaktivni – 4267    
Zaposleni, uključujući samozaposlene – 1454   

1270 migranata, etničkih manjina, Roma* 
3652 sudionika s invaliditetom*  
350 projekata sa socijalnim partnerima ili 
63 % sudjelovanja žena

nevladinim organizacijama   

Osnovno ili niže srednjoškolsko obrazovanje – 9636  
Više  srednjoškolsko  obrazovanje 
srednjoškolskog – 6532    
Visoko obrazovanje – 1962  
Bez obrazovnih postignuća – 1330 

ili  obrazovanje  poslije 

2976 ostalih u nepovoljnom položaju  
10 125 iz ruralnih područja    
45 podržanih mikro, malih i srednjih tvrtki 

uključujući tvrtke socijalne ekonomije 

*Podaci su možda nepotpuni zbog toga što nisu prikupljeni osobni podaci sudionika
REZULTATI
podrška ESF-a socijalnom uključivanju postigla je sveukupno 
6117  općih rezultata do kraja 2018.
1800 

trenutnih rezultata 
je postignuto

4317  

dugoročnijih 
rezultata je 
postignuto

Uključeni u traženje posla
U procesu obrazovanja i usavršavanja
Stekli kvalifikaciju
U procesu zapošljavanja

2 %
19 %
3 %
76 %

U procesu zapošljavanja
U poboljšanoj situaciji tržišta rada

99 %
1 %

Žene  (prvenstveno  s  malom  mogućnošću  zapošljavanja  i  dugotrajno  nezaposlene)  su  postigle  pozitivne 
rezultate u vezi s održivim zapošljavanjem, zahvaljujući usavršavanju u sklopu aktivnosti Zaželi.

Većina sudionika koji su osigurali zapošljavanje  odmah nakon napuštanja intervencija  ESF-a  ostala je s 
istim poslodavcima dugo nakon završetka projekta.

HRVATSKA
Podrška socijalnom uključivanju: 2014. – 2018.

EUROPSKI SOCIJALNI FOND

Holistički pristup

Mladi s invaliditetom mogu se učinkovito uključiti 
u  društvo  zahvaljujući  ponudi  organizirane 
rekreacije i besplatnih sportskih objekata.

DOSAD NAUČENE LEKCIJE
Partnerstva i angažman na lokalnoj 
razini

Bliska suradnja svih razina institucija odgovornih 
za  zapošljavanje 
i  socijalno  uključivanje 
neophodna  je  za  uspješno  korištenje  fondova 
ESF-a.  Pozitivne  rezultate  moguće  je  postići 
suradnjom  koja  proizlazi  iz  spremnosti  svih 
korisnika  na  suradnju.  Ti  odnosi  i  veze  unutar 
organizacije  ključni  su  element  olakšavanja 
međusobnog 
i 
razumijevanja, 
neprekidne spremnosti na suradnju.  

povjerenja 

Dopiranje do ciljnih skpina

Poboljšani  pristup  daljnjem  razvoju  aktivnosti 
ESF-a  uključuje  osnaživanje  nezaposlenih  i 
socijalno  isključenih  osoba  kako  bi  postale 
ključni partneri i vrijedna pomoć u implementaciji 
intervencije.

DODATNE INFORMACIJE
ESF u Hrvatskoj https://ec.europa.eu/esf/main.jsp?catId=383&langId=en 

Internetska stranica ESF-a Hrvatska http://www.esf.hr/

Europska komisija, 2020. Studija koja podupire procjenu 2020. promicanja socijalne 
uključenosti, borbe protiv siromaštva i svake diskriminacije od strane Europskog 
socijalnog fonda (Tematski cilj 09)

Ipsos (2019.). Procjena napretka izmjerenog pomoću dugoročnijih pokazatelja 
učinkovitosti za Inicijativu za zapošljavanje mladih i ESF: završni izvještaj

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination.  During  the  period  2014-2018,  the  EU  and  Hungary  spent  a  combined  total  of 
204 Million Euro in ESF investments for social inclusion. As a result, 104 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Hungary.  This  factsheet  summarises  the  main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

HUNGARY

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

31.8

28.2

26.3

25.6

19.6

2014

2015

2016

2017

2018

Young people neither in employment nor in education 
and training,  % 

13.6

11.6

11.0

11.0

10.7

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

10.5

EU Average
(2018)

 ▶ Hungary  witnessed  a  significantly 
rapid  decline  in  the  proportion  of 
people  at  risk  of  poverty  or  social 
exclusion  over  the  2014  to  2018 
period.

 ▶ The share of young people aged 15-
24 years neither in employment nor 
in  education  and  training  in  Hungary 
declined.

Persons with (some or severe) disability who are in work and at 
risk of poverty , %

10.8

12.8

13.6

14.8

14.4

2014

2015

2016

2017

2018

11.8

EU Average
(2018)

 ▶ There  was  an  overall  increase  in 
the  share  of  economically  active 
adults with an activity limitation or 
disability who are at risk of poverty.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Outputs refer to the situation at entry to an operation. Data on results refer to the end of an operation or even later. Because of this time lag, the two sets 

of data (participations and results) should not be directly compared, but can be compared indirectly or with caveats.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

HUNGARY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The National Social Inclusion Strategy 2011-2020 aims to increase the participation 
of  disadvantaged  groups  in  particular  Roma,  in  inclusive  education  and  vocational  training  and  to 
reduce poverty. It also seeks to implement the National Roma Integration Strategy.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Hungary through three Operational Programmes focused on 
employment objectives, enhancing basic skills, access to services, social entrepreneurship and measures 
influencing attitudes and systems.

1,294 

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

1,081 

Million Euro

ESF funds support integrated services to foster active inclusion of disadvantaged groups, reduce inequality 
in terms of access to quality health and social care and increase the chances of marginalised groups to 
enter the labour market.

In particular, ESF support to social inclusion concerns the following:

Foster social inclusion of disadvantaged youths and families as well as increase access 
to participation in employment of people far from the labour market;

Integrate marginalised groups into the labour market and foster cooperation between 
different nationalities and ethnic groups;

Improve availability and efficiency of healthcare and social services for disadvantaged 
groups through awareness raising and provision of professional training to service personnel 
in public health, social and social inclusion services.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures 
and enhancing access to social services.

36%

30%

23% 11%

Active inclusion measures- 36%

Enhance access to social services- 30%

Support to marginalised communities- 23%

Promotion of social entrepreneurship- 11%

0%

20%

40%

60%

80%

100%

HUNGARY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

204

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

104

9% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

40%

Unemployed

24%

Inactive

36%

Without educational attainment
4%

Tertiary 
education

17%

Upper/Post 
secondary 
education

40%

Primary / 
Lower 
secondary 
education
39%

Unemployed - 24,645   
Inactive - 37,314     
Employed, including self-employed - 42,298    

Primary or lower secondary education - 40,875   
Upper secondary or post-secondary education - 41,651     
Tertiary education - 17,239 
Without education attainment - 4,492  

13,593 migrants, ethnic minorities, Roma*  495 projects for public administrations 
80,312 from rural areas   
65% of the participations were by women

and services 

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 
15,302 common results were generated by ESF support to social inclusion 

     by the end of 2018.

10,316  

immediate results 
were achieved

4,986 

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

3%

6%

47%

45%

In employment

50%

In improved labour market situation

50%

Relatively high levels of results achieved related to gaining qualifications speaks to the need of participations, 
who often come from marginalised communities with low educational attainment.

Achievement of 2023 targets for specific results: 11% 

 
 
 
HUNGARY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Piloting innovative actions

Pilot  initiatives  in  the  previous  programming 
period  were  upscaled  and  mainstreamed, 
allowing  for  institutional  learning  to  occur  and 
for long-term goals to be achieved.

Delays in implementation

The  time  spent  in  the  initial  two  years  of  the 
programming period to design programmes and 
launch  calls  left  less  time  for  implementation 
and  follow-up.  Some  aspects  of  the  social 
context  changed  by  the  time  implementation 
occurred, and it was difficult to adapt to them. 

Reaching the intended target groups

It  is  difficult  to  verify  the  engagement  of 
target groups with the programmes due to the 
definition  of  indicators  and  the  collection  of 
data. Public, user-friendly data and information 
about  participants  increases  transparency  for 
external observers.

ADDITIONAL INFORMATION
The ESF in Hungary https://ec.europa.eu/esf/search.jsp?langId=en 

Website of the ESF Hungary https://www.palyazat.gov.hu/esf

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

AZ EURÓPAI SZOCIÁLIS ALAP
A társadalmi befogadás elősegítése: 2014 - 2018

MAGYARORSZÁG

ÖSSZEFOGLALÓ
Az  Európai  Szociális  Alap  (ESZA)  célja  a  társadalmi  befogadás  támogatása,  a  szegénység  és  a 
hátrányos megkülönböztetés leküzdése. A 2014-2018 közötti időszakban az EU és Magyarország 
az ESZA közvetítésével összesen 204 millió eurót fordított a társadalmi befogadás támogatására. 
Ennek eredményeként 104 ezer társadalmi befogadással kapcsolatos projekt került megvalósításra 
Magyarországon. Ez az összefoglaló kiadvány az EU társfinanszírozásával megvalósuló, társadalmi 
befogadással kapcsolatos ESZA intézkedések fő projektjeit, kimeneteit, eredményeit, és tanulságait 
foglalja össze.
TÁRSADALMI-GAZDASÁGI ÖSSZEFÜGGÉSEK ÉS KIHÍVÁSOK
 ▶ A  2014-2018-ig  terjedő 
Szegénységgel vagy társadalmi kirekesztéssel fenyegetett emberek, %

31.8

28.2

26.3

25.6

19.6

2014

2015

2016

2017

2018

Fiatalok, akik munkanélküliek, nem tanulnak, de szak-
képzésben se vesznek részt,  % 

13.6

11.6

11.0

11.0

10.7

2014

2015

2016

2017

2018

21.8

EU átlag
(2018)

10.5

EU átlag
(2018)

időszakban 
Magyarországon 
jelentős 
gyorsasággal 
a 
társadalmi 
szegénységgel  vagy 
kirekesztéssel fenyegetett emberek 
aránya.

csökkent 

 ▶ Csökkent  a  15-24  év  közötti 
korosztályba tartozó, munkanélküli, 
oktatásban  vagy  szakképzésben  részt 
nem vevő fiatalok aránya.

Dolgozó és szegénységgel fenyegetett (kis mértékben vagy hal-
mozottan) fogyatékos emberek, %

10.8

12.8

13.6

14.8

14.4

2014

2015

2016

2017

2018

11.8

EU átlag
(2018)

 ▶ Összességében emelkedett az olyan, 
tevékenységükben korlátozott vagy 
fogyatékos,  gazdaságilag  aktív 
felnőttek aránya, akiket a szegénység 
fenyeget.

MAGYARÁZÓ JEGYZETEK
•  Az  itt  szereplő  számok  a  2014-2020  közötti  programozási  időszak  9i,  9ii,  9iii,  9iv,  9v  és  9vi  beruházási  prioritásainak  megfelelő,  2018  decemberéig 
megvalósított ESZA projekteket mutatják be, az SFC2014 monitoring-rendszerbe 2019. december 10-ig berögzített állapotuknak megfelelően. A projektek 
számos esetben még nem fejeződtek be. Ezekkel csak az előrehaladás bemutatása érdekében foglalkozunk.

•  A cél elérés a kimeneteknek és az eredményeknek az operatív programokban lefektetett célszámokkal történő elosztásával számítódik. Az elérendő célok 

2023-mal bezárólag kerültek meghatározásra.

•  Mivel egy fő egynél több ESZA projektben is részt vehet, ezért a részvételek, és nem a résztvevők száma kerül lejelentésre. Ezek a számok nem terjednek ki 

a technikai segítségnyújtásra.

•  A kimenetek egy művelet belépésekor fennálló helyzetre utalnak. Az eredményekkel kapcsolatos adatok egy művelet végére vagy annál későbbi időpontra 

utalnak. Az időeltérés miatt ezt a két adatállományt (részvétel és eredmények) nem szabad közvetlenül összehasonlítani.

•  Az értékelés a TO9 műveletek hat fajtáját azonosította: 1. típus: Munkaerő-piaci fókuszú projektek; 2. típus: Alapkészségek; 3. típus: Általános iskolai oktatás; 

4. típus: Szolgáltatásokhoz való hozzáférés; 5. típus: Szociális vállalkozások, 6. típus: Attitűdöket és rendszereket befolyásoló műveletek.

MAGYARORSZÁG
A társadalmi befogadás elősegítése: 2014-2018

AZ EURÓPAI SZOCIÁLIS ALAP

Szakpolitikai válasz: A 2011-2020 közötti időszakra szóló Nemzeti Társadalmi Befogadási Stratégia 
célja  a  hátrányos  helyzetű  csoportok,  különösen  a  romák  részvételének  fokozása  az  oktatásban  és 
a  szakképzésben,  a  szegénység  csökkentése  érdekében.  További  célja  a  Nemzeti  Roma  Integrációs 
Stratégia végrehajtása.
AZ ESZA PRIORITÁSAI ÉS TEVÉKENYSÉGEI
Az  ESZA  a  munkaerő-piaci  helyzet  javítására,  az  alapkészségek  fejlesztésére,  a  szolgáltatásokhoz  való 
hozzáférésre, a szociális vállalkozásokra, valamint az attitűdök és a rendszerek befolyásolására irányuló 
intézkedésekre kiterjedő, három operatív programjával támogatja Magyarországon a társadalmi befogadást.

1.294 

euró 

a 
millió 
befogadást  célzó 
összköltségvetése

társadalmi 
tevékenység 

finanszírozás 

A 
nagy 
hányadát az EU hozzájárulás 
teszi ki:

1.081 

millió euró

AZ ESZA támogatja a hátrányos helyzetű csoportok aktív befogadását, a minőségi egészségügyi és szociális 
ellátásokkal kapcsolatos egyenlőtlenségek csökkentését, valamint a marginális helyzetbe került csoportok 
munkaerőpiacra való belépési esélyét növelő integrált szolgáltatásokat.

AZ ESZA különösen az alábbiak szerint támogatja a társadalmi befogadást:

hátrányos  helyzetű  fiatalok  és  családok  társadalmi  befogadásának  elősegítése, 
valamint  a  munkaerőpiacról  kiesett  emberek  munka  világába  való  visszakerülésének 
elősegítése;

a  marginális  helyzetű  csoportok  munkaerő-piaci  integrálása  és  az  együttműködés 
fokozása a különböző nemzetiségek és etnikai csoportok között;

az egészségügy és a szociális szolgáltatások elérhetőségének és hatékonyságának 
fokozása  a  hátrányos  helyzetű  csoportok  tekintetében,  a  közegészségügyben,  szociális 
szférában  és  a  társadalmi  befogadást  segítő  szolgáltatásokban  dolgozó  személyzet 
tudatosságának növelése és szakmai képzése útján.

A  2014  és  2018  között  kiválasztott  projekteknek  megítélt  támogatás  főként  aktív  befogadó 
intézkedésekre és a szociális szolgáltatásokhoz való hozzáférésre összpontosított.

36%

30%

23% 11%

Aktív befogadási intézkedések- 36%

0%

20%

40%

60%

80%

100%

szolgáltatásokhoz  való  hozzáférés 

szociális 
A 
fokozása- 30%
Marginalizált  helyzetű  közösségek  támogatása  - 
23%
Szociális vállalkozások ösztönzése- 11%

MAGYARORSZÁG
A társadalmi befogadás elősegítése: 2014-2018

AZ EURÓPAI SZOCIÁLIS ALAP

HELYZETMEGHATÁROZÁS
millió euró
2014 és 2018 
lett kifizetve.
között

204

A rögzített részvételek 
összesített száma

104

ezer, ami 
megfelel

a 2023. évi 
részvételi cél

9

százalékának

A RÉSZTVEVŐK PROFILJAI A TÁMOGATÁSKOR

Munkaviszonyban
40%

Munkanélküli
24%

Inaktív

36%

Képesítés megszerzése nélkül
4%

Felsőfokú 
oktatás

17%

Alsó / alsó 
középfokú 
oktatás
39%

Felső/középfokú 
oktatásra épülő 
oktatás

40%

Munkanélküli - 24.645   
Inaktív - 37.314     
Munkaviszonyban, ideértve a vállalkozókat is - 42.298    

Alsó- vagy alsó középfokú oktatás - 40.875   
Felső középfokú vagy középfokú oktatásra épülő képzés - 41.651     
Felsőfokú oktatás - 17.239 
Képesítés megszerzése nélkül - 4.492  

13.593 a migránsok, etnikai kisebbségek, romák*   495 projekt a közigazgatás és 
80.312 vidéki térségekben élők  
65% a női részvételek aránya

közszolgáltatások területén 

*A számok alacsonyabbak lehetnek a ténylegesnél, mivel egyes résztvevők nem adják meg a személyes adataikat
EREDMÉNYEK
Összességében, 
15.302  eredmény került elérésre az ESZA társadalmi befogadás  

      támogatását célzó intézkedéseivel, 2018. végéig.

10.316  

közvetlen 
eredményt értek el

4.986 

hosszú távú 
eredményt értek el

Munkát keresett

Oktatásba és szakképzésbe került

Képzettséget szerzett

Foglalkoztatásba került

3%

6%

47%

45%

Foglalkoztatásba került

Jobb munkaerő-piaci helyzetbe került

50%

50%

A képzettség növelésével kapcsolatos, viszonylag magas eredmény a sokszor alacsony képzési lehetőségekkel 
bíró, marginalizált helyzetű közösségekből érkező résztvevők részvételének szükségessége mellett szól.

A 2023. évi célok elérése a program-specifikus eredményeket nézve:11%. 

 
 
 
 
MAGYARORSZÁG
A társadalmi befogadás elősegítése: 2014-2018

AZ EURÓPAI SZOCIÁLIS ALAP

AZ EDDIGI TAPASZTALATOK
Innovatív műveletek kipróbálása

előző 

időszak 

programozási 

Az 
pilot 
kezdeményezéseit szakpolitikai szintre emelték 
és  bevitték  -  a  fősodorba,  ami  lehetővé  tette 
az intézményi tanulást és a hosszú távú célok 
elérését.

A tervezett célcsoportok elérése

Az  indikátorok  definíciója  és  az  adatgyűjtés 
miatt nehéz igazolni a célcsoportok részvételét. 
a  programokban.  Külső  megfigyelők  számára 
növelik  az  áttekinthetőséget  a  résztvevőkre 
vonatkozó  nyilvános,  felhasználóbarát  adatok 
és információk.

Késedelem a végrehajtásban

A  programozási  időszak  első  két  évében  a 
programok kialakítására és a pályázatok kiírására 
fordított  idő  csökkentette  a  végrehajtásra  és 
a  nyomon  követésre  rendelkezésre  álló  időt. 
A  megvalósítási 
társadalmi 
környezet részben megváltozott, amihez nehéz 
volt alkalmazkodni. 

időszakban  a 

TOVÁBBI INFORMÁCIÓ
Az ESZA Magyarországon: https://ec.europa.eu/esf/search.jsp?langId=en 

Az ESZA honlapja Magyarországon: https://www.palyazat.gov.hu/esf

Európai Bizottság, 2020. A társadalmi befogadás előmozdításának, a szegénység és 
az esetleges megkülönböztetés elleni küzdelemnek az Európai Szociális Alap általi, 
2020-as értékelését támogató tanulmány (09. tematikus célkitűzés)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Ireland spent a combined total of 14.5 
Million Euro in ESF investments for social inclusion. As a result, about 48 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Ireland.  This  factsheet  summarises  the  main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

IRELAND

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

27.7

26.2

24.4

22.7

21.1

2014

2015

2016

2017

2018

Employment rate for women, %

62.3

63.8

65.4

67.0

68.1

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

67.4

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
over the 2014 to 2018 period.

 ▶ There  was  an  overall  increase  in  the 

employment rate for women. 

Persons with (some or severe) disability who are in work and at 
risk of poverty, %

7.6

2014

6.0

2015

10.6

2016

5.8

2017

11.3

2018

11.7

EU Average
(2018)

 ▶ There  was  an  overall  increase  in  the 
share  of  economically  active  adults 
limitation  or 
with  an  activity 
disability who are at risk of poverty.

Young people in formal and non-formal education and training, %

 ▶ The 

share 

young 

of 
people 
in  education  and 

participating 
training increased.

34.2

34.2

34.4

38.4*

42.5

2014

2015

2016

2017

2018

*break in time series

41.6

EU Average
(2018)

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

IRELAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The National Action Plan for Social Inclusion 2007-2017, which was renewed in 2019, 
seeks to promote the provision  of early child care, participation in education,  child income support, 
labour  market  activation,  employment  of  people  with  disabilities,  transition  to  community-based 
care, provision of state and workplace pensions, social housing, primary healthcare and integration of 
migrants into Irish society.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Ireland through one national Operational Programme focused 
on employment objectives, enhancing basic skills and access to services.

298

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

149

Million Euro

ESF funds support the implementation of measures on reducing poverty and enhancing social inclusion with 
a view to promote active participation and improve employability of individuals excluded from society and 
marginalised groups.

In particular, ESF support to social inclusion concerns the following:

Increase employability and the employment rate of persons at risk of social exclusion in the 
labour market such as young people from disadvantaged background;

Engage the most disadvantaged groups, including those far from the labour market, with 
a view to raising their skills and increasing their future employment prospects.

From 2014 to 2018 the funds allocated to selected projects focused solely on active inclusion measures.

100%
Active inclusion measures - 100%

0%

20%

40%

60%

80%

100%

IRELAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

15

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

48

45%

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
16%

Inactive
42%

Unemployed
42%

Unemployed - 19,832
Inactive - 20,134
Employed, including self-employed - 7,738

Without educational attainment
1%

Tertiary 
education

22%

Upper/Post 
secondary 
education

33%

Primary / 
Lower 
secondary 
education
44%

Primary or lower secondary education  - 20,946
Upper secondary or post-secondary education - 15,626
Tertiary education - 10,386
Without education attainment - 746

18,573 participations below 25 years

46% of the participations were by women

27,912 participations other disadvantaged groups*

*Figures may be under-reported due to non-provision of personal information from participants

RESULTS
Overall, 

12,824 common results were generated by ESF support to social inclusion  
9,792

3,042

immediate results 
were achieved

       by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

14%

21%

32%

31%

In employment

In improved labour market situation

86%

14%

The proportion of participants engaged in job searching, education or training, gaining qualification, or in 
employment upon leaving, are reasonably high, including those distinctly disadvantaged.

Evidence  suggest  a  higher  proportion  of  participants  of  the  Youthreach  Programme  transitioned  to 
employment compared to early school leavers who did not take part in the ESF project.

Achievement of 2023 targets for specific results:

18% 

 
 
 
IRELAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Clear roles and approach

ESF funds were allocated towards long-standing 
national  programmes  with  well-established 
rationales  and  a  history  of  ESF  co-financing. 
Organisations delivering the interventions were 
highly experienced.

Multi-level partnerships in 
implementing integrated action
Where new interventions were designed, strong 
delivery frameworks and structures were put in 
place.  

Flexibility in design
Social  inclusion  interventions  were  adjusted  to 
reflect changes in underlying circumstances and 
needs.  In  some  cases,  these  changes  required 
modifications  to  administrative  systems  and 
enhanced central support. 

ADDITIONAL INFORMATION
The ESF in Ireland https://ec.europa.eu/esf/main.jsp?catId=385&langId=en

Website of the ESF Ireland https://www.esf.ie/en/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

Fitzpatrick Associates Economic Consultants (2018). Mid-term evaluation of the 
Employability, Inclusion and Learning ESF OP in Ireland.

 Government of Ireland (2018). Mid-term evaluation of the Employability, Inclusion and 
Learning ESF OP in Ireland. 

O’Dwyer, K. (2017). Reducing Youth Crime in Ireland: An Evaluation of Le Chéile 
Mentoring.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination.  During  the  period  2014-2018,  the  EU  and  Italy  spent  a  combined  total  of  529 
Million Euro in ESF investments for social inclusion. As a result, 704 thousand participations in 
social inclusion activities have taken place in Italy. This factsheet summarises the main actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

ITALY

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

28.3

28.7

30.0

28.9

27.3

2014

2015

2016

2017

2018

Long-term unemployment, % 

7.7

6.9

6.7

6.5

6.2

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
to  a  lesser  extent  compared  to  the  EU 
average over the 2014 to 2018 period.

 ▶ The rate of long-term unemployment 
declined less than the EU average.

Young people neither in employment nor in education* and training, % 

22.1

21.4

19.9

20.1

19.2

2014

2015

2016

2017

2018

10.5

EU Average
(2018)

Persons with (some or severe) disability who perceive their health 
as bad or very bad, % 

38.8

39.0

32.3

22.8

26.8

2014

2015

2016

2017

2018

*all ISCED 2011 levels

30.5

EU Average
(2018)

 ▶ The share of young people aged 15-
24  years  neither  in  employment 
nor in education and training in Italy 
declined,  but  remained  substantially 
higher than the EU average.

 ▶ The  share  of  people  with  activity 
limitation  or  disability  who  consider 
their health condition to be poor declined 
and  was  less  than  the  EU  average  in 
2018.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

ITALY

THE EUROPEAN SOCIAL FUND

Support to Social Inclusion: 2014-2018

Policy  Response:  The  current  anti-poverty  measure  in  Italy,  the  Citizenship  Income  introduced  in 
2019,  represents  a  more  significant  commitment  than  previous  years,  in  combatting  poverty  and 
social exclusion.  Among these commitments are investments in public employment services, and the 
provision  of  training  and  apprenticeships  and  employment  subsidies  to  promote  the  generation  of 
work  experience  to  households  with  low  economic  activity  whose  members  are  actively  looking  for 
employment.
ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Italy  through  twenty  four  Operational  Programmes.  TO9 
operations in the country are focused on employment objectives, enhancing basic skills, access to basic 
school education and services, social entrepreneurship and measures influencing attitudes and systems.

3,749 

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

2,280  

Million Euro

ESF  funds  support  the  implementation  of  national  strategies  and  structural  reforms,  in  particular  the 
implementation of the national antipoverty measures through integrated and multi-governance approaches.
In particular, ESF support to social inclusion concerns the following:

In particular, ESF support to social inclusion concerns the following:

Combat poverty and social exclusion through the labour market integration of vulnerable 
groups  such  as  young  people,  NEETs,  women,  the  long-term  unemployed  (LTU),  prisoners, 
migrants;

Promote  the  inclusion  of  marginalised  groups  (e.g.  homeless,  migrants,  victims  of 
trafficking,  people  in  need  of  care)  into  society  through  integrated  services  such  as  intense 
social support and housing provision;
Strengthen  the  governance  and  network  of  social  and  health  services  throughout  the 
country;
Enhance the provision and the quality of childcare services for families in need, to combat 
poverty at an early stage and support women’s employment;

Test new social innovation models for social inclusion;

Promote social entrepreneurship and the social economy as a means to support employment 
and social inclusion of vulnerable groups.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures 
and enhancing access to social services.

70%

19% 7% 3% 1%

Active inclusion measures- 70%

Enhance access to social services- 19%

Support to marginalised communities- 7%

Promotion of social entrepreneurship- 3%

0%

20%

40%

60%

80%

100%

Community-led local development strategies- 1%

ITALY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

529

The total number of recorded 
participations corresponds to

Million Euro
were spent.

thousand.

704

38% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
7%

Inactive
38%

Unemployed
55%

Without educational attainment

10%

Tertiary 
education

5%

Upper/Post 
secondary 
education
20%

Primary / 
Lower 
secondary 
education
58%

Unemployed - 389,024    
Inactive - 262,855   
Employed, including self-employed - 51,744     

Primary or lower secondary education - 460,263    
Upper secondary or post-secondary education - 142,503     
Tertiary education - 31,986 
Without education attainment - 68,871   

and services    

including social economy enterprises

33,260 migrants, ethnic minorities, Roma*
1,062 projects for women in employment
1,923 supported micro and SMEs 

226,522 below 25 years of age
747 single parents with dependent children  
1,310 projects for public administrations 
52% of the participations were by women
*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 
49,890 common results were generated by ESF support to social inclusion  
33,398   

16,492  

longer-term results 
were achieved

immediate results 
were achieved

Engaged in job search
In education and training
Gained a qualification
In employment
A  large  share  of  the  participants  who  were  engaged  in  job  searching,  education  and  training,  gained 
qualifications  or  were  in  employment  immediately  after  participating  in  ESF  operations  came  from 
disadvantaged backgrounds.

In employment
In improved labour market situation

16%
20%
36%
27%

     by the end of 2018.

96%
4%

A larger number of participants achieved long- term results related to employment, as many were still in 
employment six months after leaving ESF operations.

Targets for specific results were exceeded. 

 
 
 
ITALY
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Individualised continuous support

The  commitment  and  availability  of  the  tutors 
throughout the intervention helped participants 
to  overcome  personal  challenges.  However, 
the  lack  of  support  and  follow-up  after  the 
intervention hampered its effectiveness. 

Outreach to intended target groups

Outreach activities (i.e. the mobile units, social 
services  and  health  services,  mailbox  open  to 
citizens) were particularly effective in identifying 
and  reaching  people  in  extreme  marginalised 
conditions and in need of either urgent or more 
long-term support. 

Promoting information-sharing: 

Regional  taskforces  and  dedicated  helpdesks 
have  shown  to  be  a  key  instrument  to  the 
implementation of the new ESF Programme.

Holistic support

The  ESF  introduced  a  wide  range  of  actions 
including  an  expansion  of  outreach  social  and 
health services through mobile units, temporary 
and  long-term  housing  services,  day-to-day 
support  for  the  development  of  personal  and 
soft  skills,  training  and  counselling  services, 
social  activities  and  psychological  support  to 
young adults.

ADDITIONAL INFORMATION
The ESF in the Italy https://ec.europa.eu/esf/main.jsp?catId=386

Website of the ESF in Italy https://www.lavoro.gov.it/temi-e-priorita/europa-e-fondi-europei/focus-on/Fondo-
sociale-europeo-2014-2020/Pagine/Il-Fondo-sociale-europeo-in-Italia.aspx

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

ESF Transnational Platform (2019) Background paper: The ESF in Italy and the integration 
of migrants. 

Consoli, T. et al. (2016). The Italian Network for Implementing the “Housing First” 
Approach’. [online] European Journal of Homelessness. 

Invitalia (2018). Analysis of measures to support housing access funded by the OP 
Metropolitan Cities in Italy. European Commission. 

@EUsocial

socialeurope

IL FONDO SOCIALE EUROPEO
Sostegno all’inclusione sociale: 2014 - 2018

PANORAMICA
Il Fondo Sociale Europeo (FSE) mira a promuovere l'inclusione sociale, combattere la povertà e la 
discriminazione. Nel periodo 2014-2018, l'UE e l'Italia hanno speso complessivamente 529 milioni 
di euro in investimenti FSE per l'inclusione sociale. Di conseguenza, in Italia hanno avuto luogo 704 
mila partecipazioni ad attività di inclusione sociale. Questa scheda riassume le principali azioni, 
gli esiti, i risultati e le lezioni apprese finora dall'attuazione delle misure di inclusione sociale del 
FSE cofinanziate dall'UE.

ITALIA

CONTESTO SOCIO-ECONOMICO E SFIDE
Persone a rischio di povertà o di esclusione sociale, % 

28.3

28.7

30.0

28.9

27.3

2014

2015

2016

2017

2018

Disoccupazione di lunga durata, % 

7.7

6.9

6.7

6.5

6.2

2014

2015

2016

2017

2018

21.8

Media EU
(2018)

2.9

Media EU
(2018)

Giovani non occupati, né nell’istruzione* e nella formazione, % 

22.1

21.4

19.9

20.1

19.2

2014

2015

2016

2017

2018

10.5

Media EU
(2018)

Persone con disabilità (parziale o grave) che percepiscono la loro 
salute come cattiva o molto cattiva, % 

38.8

39.0

32.3

22.8

26.8

2014

2015

2016

2017

2018

*tutti i livelli ISCED 2011

30.5

Media EU
(2018)

 ▶ La  percentuale  di  persone  a  rischio 
di povertà o di esclusione sociale è 
diminuita in misura minore rispetto alla 
media UE nel periodo 2014-2018.

 ▶ Il  tasso  di  disoccupazione  di  lunga 
durata  è  diminuito  meno  della  media 
UE.

 ▶ La quota di giovani di età compresa 
tra  i  15  e  i  24  anni  che  in  Italia 
non  hanno  un'occupazione  né 
è 
un'istruzione 
diminuita, ma è rimasta sostanzialmente 
superiore alla media UE.

formazione 

e 

 ▶ La 

persone 

percentuale  di 

con 
limitazioni delle attività o disabilità 
che  considerano  la  loro  condizione  di 
salute  come  scarsa,  è  diminuita  ed  è 
stata inferiore alla media UE nel 2018.

NOTE ESPLICATIVE
•  Le cifre presentano la situazione delle operazioni del FSE nell'ambito delle priorità di investimento 9i, 9ii, 9iii, 9iv, 9v e 9vi per il periodo di programmazione 
2014-2020 attuate fino a dicembre 2018, come registrato nel sistema di monitoraggio SFC2014 entro il 10 dicembre 2019. In molti casi, in questa fase, le 
operazioni non sono ancora complete. Le operazioni sono forniti solo come indicazione di progresso.

•  Gli obiettivi raggiunti sono calcolati dividendo gli esiti e i risultati per gli obiettivi fissati nei Programmi Operativi. Il raggiungimento degli obiettivi è stato 

fissato per il 2023.

•  Poiché una persona potrebbe partecipare più di una volta alle operazioni del FSE, viene riportato il numero di partecipazioni, non il numero di partecipanti. 

Queste cifre non includono l'assistenza tecnica.

•  I dati dei partecipanti vengono raccolti all'inizio di un intervento. I dati sui risultati vengono raccolti alla fine di un'operazione o anche più tardi. A causa di 

questo dilazione, le due serie di dati (partecipazioni e risultati) non dovrebbero essere confrontate direttamente.

•  La valutazione ha individuato sei tipi di operazioni TO9: Tipo 1: azioni incentrate sull'occupazione; tipo 2: migliorare le competenze di base; tipo 3: istruzione 

scolastica di base; tipo 4: accesso ai servizi; tipo 5: imprenditoria sociale; tipo 6: azioni che influenzano gli atteggiamenti e i sistemi.

ITALIA

IL FONDO SOCIALE EUROPEO

Sostegno all’inclusione sociale: 2014-2018

Risposta  politica:  l'attuale  misura  anti-povertà  in  Italia,  il  reddito  di  cittadinanza  introdotto  nel 
2019, rappresenta un impegno più significativo rispetto agli anni precedenti nella lotta alla povertà 
e all'esclusione sociale.  Tra questi impegni vi sono gli investimenti nei servizi pubblici per l'impiego, 
l'offerta  di  formazione  e  di  apprendistato  e  i  sussidi  all'occupazione  per  promuovere  la  sviluppo  di 
esperienze lavorative per le famiglie con scarsa attività economica i cui membri sono attivamente alla 
ricerca di un'occupazione.
PRIORITÀ E AZIONI DEL FSE
Il  FSE  sostiene  azioni  di  inclusione  sociale  in  Italia  attraverso  ventiquattro  Programmi  Operativi.  Le 
operazioni  TO9  nel  Paese  si  concentrano  su  obiettivi  occupazionali,  il  miglioramento  delle  competenze 
di  base,  l'accesso  all'istruzione  e  ai  servizi  scolastici  di  base,  l'imprenditorialità  sociale  e  le  misure  che 
influenzano gli atteggiamenti e i sistemi.

3.749 

totali  sono 
Milioni  di  euro 
iscritti  in  bilancio  per  le  azioni  di 
inclusione sociale

Il contributo dell'UE rappresenta 
una quota consistente di questo 
finanziamento:

2.280  

Milioni di euro

I fondi del FSE sostengono l'attuazione di strategie nazionali e di riforme strutturali, in particolare l'attuazione 
delle misure nazionali di lotta alla povertà attraverso approcci integrati e multi-governance.
In particolare, il sostegno del FSE all'inclusione sociale riguarda i seguenti aspetti:

In particolare, il sostegno del FSE all'inclusione sociale riguarda i seguenti aspetti:

combattere  la  povertà  e  l'esclusione  sociale  attraverso  l'integrazione  nel  mercato  del 
lavoro di gruppi vulnerabili come i giovani, i NEET, le donne, i disoccupati di lunga durata (LTU), 
i detenuti, i migranti;

promuovere  l'inclusione  dei  gruppi  emarginati  (ad  esempio  i  senzatetto,  i  migranti,  le 
vittime di tratta, le persone bisognose di assistenza) nella società attraverso servizi integrati 
come un intenso sostegno sociale e la fornitura di alloggi;
rafforzare la governance e la rete dei servizi sociali e sanitari in tutto il Paese;

migliorare l’offerta e la qualità dei servizi di assistenza all'infanzia per le famiglie in difficoltà, 
per combattere la povertà in fase iniziale e sostenere l'occupazione femminile;

testare nuovi modelli di innovazione sociale per l'inclusione sociale;

promuovere  l'imprenditoria  sociale  e  l'economia  sociale  come  mezzo  per  sostenere 
l'occupazione e l'inclusione sociale dei gruppi vulnerabili.

Dal  2014  al  2018  i  fondi  stanziati  per  i  progetti  selezionati  si  sono  concentrati  principalmente  su 
misure di inclusione attiva e sul miglioramento dell'accesso ai servizi sociali.

70%

19% 7% 3% 1%

Misure di inclusione attiva- 70%

Migliorare l'accesso ai servizi sociali- 19%

Sostegno alle comunità emarginate- 7%

Promozione dell'imprenditoria sociale- 3%

0%

20%

40%

60%

80%

100%

Strategie di sviluppo locale di tipo partecipativo- 1%

ITALIA

IL FONDO SOCIALE EUROPEO

Sostegno all’inclusione sociale: 2014-2018

STATO DI AVANZAMENTO
Tra il 2014 e il 
2018,
Il numero totale delle partecipazioni 
registrate corrisponde a
PROFILI DEI PARTECIPANTI QUANDO RICEVONO SUPPORTO

704 38% 

529

Milioni di euro
sono stati spesi.

mila.

Raggiungimento degli obiettivi 
del 2023 per le partecipazioni

Occupati
7%

Inattivi
38%

Disoccupati
55%

Senza istruzione
10%

Istruzione 
terziaria

5%

Istruzione 
secondaria di 
secondo 
grado/post 
secondaria
20%

Istruzione 
primaria/sec
ondaria di 
primo grado
58%

Disoccupati - 389.024    
Inattivi - 262.855   
Occupati, anche autonomi - 51.744     

226.522 sotto i 25 anni
747 genitori single con figli a carico
1.310 progetti per le pubbliche 
52% delle partecipazioni erano di donne

amministrazioni e i servizi

Istruzione primaria o secondaria di primo grado - 460.263    
Istruzione secondaria di secondo grado o post-secondaria - 142.503     
Istruzione terziaria - 31.986 
Senza istruzione - 68.871   

33.260 migranti, minoranze etniche, Rom*
1.062 progetti per le donne con un impiego
1.923 Micro e PMI sostenute, 

comprese le imprese dell'economia sociale

*Le cifre potrebbero essere sottostimante a causa della mancata comunicazione di dati personali da parte dei partecipanti

RISULTATI
In generale, 
49.890  risultati comuni sono stati generati dal sostegno del FSE 
33.398   
16.492  

risultati immediati 
sono stati raggiunti

all'inclusione sociale entro la fine del 2018.

Impegnati nella ricerca di un lavoro
Nell’istruzione e formazione
Ha ottenuto una qualifica
Con un impiego
Una  gran  parte  dei  partecipanti  che  erano  impegnati  nella  ricerca  di  un  lavoro,  nell'istruzione  e  nella 
formazione, che hanno acquisito qualifiche o che hanno trovato un impiego subito dopo aver partecipato 
alle operazioni del FSE, proveniva da ambienti svantaggiati.

Con un impiego
In una migliore situazione del 
mercato sul lavoro

16%
20%
36%
27%

96%

4%

Un numero maggiore di partecipanti ha raggiunto risultati a lungo termine relativi all'occupazione, perche 
molti avevano ancora un impiego sei mesi dopo aver concluso le operazioni del FSE.

Gli obiettivi per i risultati specifici sono stati superati. 

risultati a più lungo termine 
sono stati raggiunti

ITALIA

IL FONDO SOCIALE EUROPEO

Sostegno all’inclusione sociale: 2014-2018

LEZIONI APPRESE FINORA
Supporto continuo personalizzato

L'impegno  e  la  disponibilità  dei  tutor  durante 
tutto  l'intervento  ha  aiutato  i  partecipanti  a 
superare le sfide personali. Tuttavia, la mancanza 
di sostegno e di follow-up dopo l'intervento ne 
ha ostacolato l'efficacia. 

Raggiungimento dei gruppi target 
previsti
Le  attività  di  outreaching  (cioè  le  unità  mobili, 
i  servizi  sociali  e  sanitari,  una  casella  e-mail 
dedicata ai cittadini) sono state particolarmente 
efficaci  nell'identificare  e  raggiungere  persone 
in  condizioni  di  estrema  emarginazione  e  che 
necessitano  di  un  sostegno  urgente  o  più  a 
lungo termine. 

Promuovere la condivisione delle 
informazioni: 
Le task force regionali e gli help desk dedicati 
hanno  dimostrato  di  essere  uno  strumento 
chiave  per  l'attuazione  del  nuovo  Programma 
FSE.

Supporto olistico

Il FSE ha introdotto un'ampia gamma di azioni, 
tra  cui  un'espansione  dei  servizi  sociali  e 
sanitari  di  prossimità  attraverso  unità  mobili, 
servizi  di  alloggio  temporaneo  e  a  lungo 
termine,  sostegno  quotidiano  per  lo  sviluppo 
di  competenze  personali  e  soft  skills,  servizi 
di  formazione  e  consulenza,  attività  sociali  e 
sostegno psicologico a giovani adulti.

INFORMAZIONI AGGIUNTIVE
Il FSE in Italia https://ec.europa.eu/esf/main.jsp?catId=386

Il sito del FSE in Italia https://www.lavoro.gov.it/temi-e-priorita/europa-e-fondi-europei/focus-on/Fondo-sociale-
europeo-2014-2020/Pagine/Il-Fondo-sociale-europeo-in-Italia.aspx

Commissione europea, 2020. Studio a sostegno della valutazione 2020 della promozione 
dell’inclusione sociale, della lotta alla povertà e alle discriminazioni da parte del Fondo 
sociale europeo (obiettivo tematico 09)

Documento di riferimento della Piattaforma Transnazionale del FSE (2019): il FSE in Italia 
e l'integrazione dei migranti. 

Consoli, T. et al. (2016). La rete italiana per l'implementazione dell'approccio "Housing 
First". [online] European Journal of Homelessness. 

Invitalia (2018). Analisi delle misure di sostegno all'accesso alle abitazioni finanziate dal 
PO Città Metropolitane in Italia. Commissione Europea. 

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Lithuania spent a combined total of 95 
Million Euro in ESF investments. As a result, about 102 thousand participations in social inclusion 
activities  have  taken  place  in  Lithuania.  This  factsheet  summarises  the  main  actions,  outputs, 
results and lessons learned so far from the implementation of ESF social inclusion measures co-
funded by the EU.

LITHUANIA 

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

27.3

29.3

30.1

29.6

28.3

2014

2015

2016

2017

2018

Long-term unemployed, % 

4.8

3.9

3.0

2014

2015

2016

2.7

2017

2.0

2018

Employment rate for older workers (aged 55-64), % 

56.2

60.4

64.6

66.1

68.5

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

2.9

EU Average
(2018)

58.7

EU Average
(2018)

 ▶ Lithuania  witnessed  an 

increase 

in 
the  proportion  of    people  at  risk 
of  poverty  and  social  exclusion 
between 2014 to 2018. The proportion 
of these individuals remained above the 
EU average over this period.

 ▶ The  rate  of  long-term  unemployed 

declined over time.

 ▶ The  share  of  employed  people  aged 
55 to 64 years increased to a rate 
higher than the EU average.

Persons with (some or severe) disability who perceive their health 
as bad or very bad, % 

58.0

48.9

48.5

47.0

44.1

2014

2015

2016

2017

2018

30.5

EU Average
(2018)

 ▶ The  share  of  people  with  an  activity 
limitation or disability who consider 
their  health  condition  to  be  poor 
declined over time.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

LITHUANIA 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: Lithuania introduced measures including the provision of internships, apprenticeships 
and recognition of qualifications. Additional integration measures have been implemented to support 
individuals who have been unemployed for a long-term, into the labour market. National policies also 
aim to improve participation in education of vulnerable groups and provide better access to affordable 
health care.
ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Lithuania through one national Operational Programme. TO9 
operations in the country are focused on employment objectives, enhancing basic skills, access to basic 
school education and services, social entrepreneurship and measures influencing attitudes and systems.

285

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

242

Million Euro

ESF funds support the implementation of measures on reducing poverty and enhancing social inclusion with 
a view to integrate individuals into the labour market and reduce inequality in access to social services.

In particular, ESF support to social inclusion concerns the following:

Enhance integration of persons far from the labour market into employment such as 
the long-term unemployed and older working-age persons;

Improve access to community-based services, develop services for families and reduce 
health inequalities by improving the accessibility to quality health-care;

Promote initiatives enhancing social entrepreneurship and social responsibility;

From 2014 to 2018 the funds allocated to selected projects focused mainly on enhancing access to 
social services and promotion of social entrepreneurship.

41%

40%

15% 4%

0%

20%

40%

60%

80%

100%

Enhance access to social services- 41%

Promotion of social entrepreneurship- 40%

Active inclusion measures- 15%

Community-led local development strategies- 4%

LITHUANIA 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

95

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

thousand.

102

57% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Unemployed

10%

Without educational attainment
1%

Tertiary 
education

33%

Primary / 
Lower 
secondary 
education
33%

Employed
53%

Inactive

37%

Upper/Post 
secondary 
education

33%

Unemployed - 9,749 
Inactive - 37,806 
Employed, including self-employed - 53,936 

Primary or lower secondary education  - 33,268 
Upper secondary or post-secondary education - 33,994 
Tertiary education - 1,197 

11,187 54 years and unemployed/inactive  6,358 other disadvantaged 
22,456 participations with disabilities*
69% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

8,767 common results were generated by ESF support to social inclusion by the end of 2018.
4,070 

4,697 

longer-term results 
were achieved

immediate results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

1%

1%

94%

5%

In employment

In improved labour market situation

5%

95%

The focus of ESF investments on integration of participations into society and the labour market is reflected 
in the higher level of achievements in immediate and long-term employment situation of participants.

Evidence suggest that unemployed participations who participated in ESF supported actions have remained 
longer in the labour market than those who did not.

Achievement of 2023 targets for specific results:59% 

LITHUANIA 
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Information sharing 

Information  is  consistently  published  on  the 
website  of  the  Managing  Authority,  as  well  as 
on  the  websites  of  intermediate  bodies.  These 
bodies  also  organise  training  sessions  and 
information meetings for potential applicants to 
promote the take-up of ESF funds. 

Identification of target group needs

The  specific  needs  of  the  ageing  population 
were  reviewed  during  the  planning  stage 
through workshops with local stakeholders; ESF 
support to social inclusion actions were tailored 
accordingly. 

Innovative approaches 

The administrative burden and rigid management 
system related to ESF funding was a barrier to 
social  innovation  and  limited  the  effectiveness 
of interventions.

Synergy between EU and 
national priorities

The  basis  of  ESF  funded  measures  in  national 
strategies improved the coherence between EU 
strategies and national level strategies

ADDITIONAL INFORMATION
The ESF in the Lithuania https://ec.europa.eu/esf/main.jsp?catId=387&langId=en

Website of the ESF agency in Lithuania https://www.esf.lt/en/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

Institute of Public Policy and Management and the PPMI UAB Group (2013). Report on 
the Evaluation of the Efficiency of the EU Structural Assistance Administration System 
of the Republic of Lithuania. 

UAB “Visionary Analytics” (2019). Evaluation of the quality and effectiveness of 
Training financed by the ESF in Lithuania. 

@EUsocial

socialeurope

EUROPOS SOCIALINIS FONDAS
Parama socialinei įtraukčiai: 2014–2018

SANTRAUKA
Europos socialinio fondo (ESF) tikslas – skatinti socialinę įtrauktį, kovoti su skurdu ir diskriminacija. 
2014–2018  m.  laikotarpiu  ES  ir  Lietuva  skyrė  iš  viso  95  mln.  Eur  ESF  investicijų.  Lietuvoje 
socialinės įtraukties veikloje dalyvavo apie 102 tūkstančiai asmenų. Šioje informacijos suvestinėje 
apibendrinami  pagrindiniai  veiksmai,  rezultatai  ir  įgyta  patirtis  iki  šiol  įgyvendinant  ES  bendrai 
finansuojamas ESF socialinės įtraukties priemones.

LIETUVA 

SOCCIO–EKONOMINIS KONTEKSTAS IR IŠŠŪKIAI
Žmonės, kuriems gresia skurdas ar socialinė atskirtis, % 

27.3

29.3

30.1

29.6

28.3

2014

2015

2016

2017

2018

Ilgalaikiai bedarbiai, % 

4.8

3.9

3.0

2014

2015

2016

2.7

2017

2.0

2018

Vyresnių darbuotojų užimtumas (55–64 amžiaus), % 

56.2

60.4

64.6

66.1

68.5

2014

2015

2016

2017

2018

21.8

ES vidurkis
(2018)

2.9

ES vidurkis
(2018)

58.7

ES vidurkis
(2018)

Neįgalieji asmenys (tam tikrą ar sunkią negalią turintys), kurie 
savo sveikatą suvokia kaip blogą arba labai blogą, % 

58.0

48.9

48.5

47.0

44.1

2014

2015

2016

2017

2018

30.5

ES vidurkis
(2018)

 ▶ Nuo  2014  m.  iki  2018  m.  žmonių,  
esančių  ant  skurdo  arba  socialinės 
Lietuvoje 
ribos,  dalis 
atskirties 
padidėjo.  Šių  asmenų  dalis 
šiuo 
laikotarpiu viršijo ES vidurkį.

 ▶ Ilgalaikių  bedarbių  skaičius  ilgainiui 

sumažėjo.

 ▶ Įdarbintų 55–64 metų žmonių rodiklis 

viršijo ES vidurkį.

 ▶ Dalis 

žmonių, 

turinčių  aktyvumo 
apribojimų  ar  negalią,  kurie  savo 
sveikatą vertina kaip blogą ar labai 
blogą, laikui bėgant sumažėjo.

PAAIŠKINIMAI
•  Skaičiai rodo situaciją apie ESF veiklas, įgyvendinamas pagal 9i, 9ii, 9iii, 9iv, 9v ir 9vi investicinius prioritetus 2014–2020 m. programavimo laikotarpiu, kurios 
buvo įvykdytos iki 2018 m. gruodžio mėn. ir įrašytos į SFC2014 stebėsenos sistemą iki 2019 m. gruodžio 10 d. Daugeliu atveju veiklos dar nėra baigtos, todėl 
šie skaičiai pateikiami tik siekiant parodyti pažangą.

•  Tikslų pasiekimas apskaičiuojamas padalinant rezultatus iš Veiksmų programoje numatytų tikslų. Numatyti tikslai turi būti pasiekti iki 2023.
•  Kadangi vienas asmuo ESF veiksmuose galėjo dalyvauti daugiau nei vieną kartą, nurodomas dalyvavimų, o ne dalyvių skaičius. Į šiuos skaičius neįtraukta 

techninė pagalba.

•  Duomenys apie dalyvius renkami prieš prasidedant įgyvendinamoms veikloms. Duomenys apie rezultatus yra renkami įgyvendinamų veiklų pabaigoje arba 

vėliau. Dėl šios priežasties šie duomenų rinkiniai (dalyvavimo ir rezultatų) neturėtų būti tiesiogiai lyginami.

•  Šiame  vertinime  nustatyti šeši TO9 veiklų tipai:  1  tipas: užimtumo srities veiklos; 2 tipas: pagrindinių įgūdžių stiprinimas; 3 tipas: pagrindinis  mokyklinis 

ugdymas; 4 tipas: prieiga prie paslaugų; 5 tipas: socialinis verslumas; 6 tipas: veiklos, įtakojančios požiūrį ir sistemas.

LIETUVA 
Parama socialinei įtraukčiai: 2014–2018

EUROPOS SOCIALINIS FONDAS

Politikos  priemonės:  Lietuva  ėmėsi  priemonių,  įskaitant  stažuočių  užtikrinimą,  pameistrystę  ir 
kvalifikacijų  pripažinimą.  Įgyvendintos  papildomos  integravimo  priemonės,  siekiant  padėti  ilgą  laiką 
nedirbusiems  asmenims  integruotis  į  darbo  rinką.  Nacionalinė  politika  taip  pat  siekia  pagerinti 
pažeidžiamųjų grupių dalyvavimą švietimo sistemoje ir suteikti geresnę galimybę naudotis prieinamos 
kainos sveikatos priežiūros paslaugomis.
ESF PRIORITETAI IR VEIKSMAI
ESF remia socialinės įtraukties priemones Lietuvoje per nacionalinę Veiksmų programą. TO9 veiklos šalyje 
yra  orientuotos  į  užimtumo  tikslus,  pagrindinių  įgūdžių  stiprinimą,  prieigą  prie  pagrindinio  mokyklinio 
švietimo ir paslaugų, socialinį verslumą bei požiūrį ir sistemas įtakojančias priemones.

Biudžete  iš  viso 
numatyta 

285

mln. eurų socialinės 
įtraukties veiksmams

ES  įnašas  sudaro  didžiąją 
šio finansavimo dalį:

242

mln. eurų

ESF fondai remia priemonių, skirtų mažinti skurdą ir didinti socialinę įtrauktį, įgyvendinimą, siekiant integruoti 
asmenis į darbo rinką ir sumažinti prieigos prie socialinių paslaugų nelygybę.

ESF ypatingai remia socialinę įtrauktį, susijusią su šiais aspektais:

didinti nutolusių nuo darbo rinkos asmenų, pvz., ilgalaikių bedarbių ar vyresnių darbingo 
amžiaus asmenų integraciją į darbo rinką;

pagerinti  prieigą  prie  bendruomeninių  paslaugų,  plėtoti  paslaugas  šeimoms  ir  mažinti 
sveikatos priežiūros skirtumus sudarant geresnes sąlygas naudotis geros kokybės sveikatos 
priežiūros paslaugomis;

skatinti iniciatyvas, stiprinančias socialinį verslumą ir socialinę atsakomybę;

2014–2018 m. lėšos, skirtos  atrinktiems  projektams , daugiausia buvo skirtos pagerinti prieigą prie 
socialinių paslaugų ir skatinti socialinį verslumą.

41%

40%

15% 4%

0%

20%

40%

60%

80%

100%

prieigos prie socialinių paslaugų pagerinimas 
– 41 %
socialinio verslumo skatinimas – 40%

aktyvios įtraukties priemonės – 15 %

bendruomenės 
strategijos – 4%

inicijuotos 

vietos 

plėtros 

LIETUVA 
Parama socialinei įtraukčiai: 2014–2018

EUROPOS SOCIALINIS FONDAS

DABARTINĖ PADĖTIS
Nuo 2014 m. iki 
2018 m. Išleista

mln. eurų
.

95

Bendras registruotų dalyvių 
skaičius atitinka maždaug -

tūkstančiai.

102

57 % 

Dalyvių tikslų 
pasiekimas 2023

DALYVIŲ, GAUNANČIŲ PARAMĄ, PROFILIUS

Bedarbiai

10%

Be išsilavinimo
1%

Aukštasis 
išsilavinimas
33%

Pradinis / 
žemesnysis 
vidurinis 
lygmuo
33%

Dirbantieji
53%

Neaktyvūs

37%

Vidurinysis / 
aukštesnysis 
arba aukštasis 
išsilavinimas

33%

Bedarbiai – 9 749 
Neaktyvūs – 37 806 
Dirbantieji,  įskaitant  savarankiškai  dirbančius  asmenis  –- 
53 936 

Pradinis ar pagrindinis išsilavinimas – 33 268 
Vidurinis ar aukštesnysis išsilavinimas – 33 994 
Aukštasis išsilavinimas – 1 197 

11 187 54 metų ir bedarbiai / neaktyvūs  6 358 kiti nepalankioje padėtyje esantys 
22 456 neįgalūs dalyviai*
69 % dalyvių buvo moterys

asmenys 

* Finansavimą gaunantys asmenys gali atsisakyti suteikti šią informaciją. Dėl šios priežasties skaičius gali būti didesnis

REZULTATAI
Bendrai 

8 767 ESF parama socialinei įtraukčiai iki 2018 m. pabaigos sudarė bendrus rezultatus.
4 070 

4 697 

pasiekė ilgalaikių 
rezultatų

tiesioginiai 
rezultatai

Pradėjo ieškoti darbo
Švietimo ir mokymo srityje

Įgijo kvalifikaciją
Turėję darbą

1 %
1 %

94 %
5 %

Turėję darbą
Geresnėje darbo rinkos situacijoje

5 %
95 %

ESF  investicijų  dėmesys  dalyvių  integracijai  į  visuomenę  ir  darbo  rinką  atsispindi  didesniais  dalyvių 
pasiekimais tiesioginėje ir ilgalaikėje užimtumo situacijoje.

Yra įrodymų, patvirtinančių kad bedarbiai dalyviai, kurie dalyvavo ESF remiamose veiksmuose, ilgiau išliko 
darbo rinkoje, nei tie, kurie nedalyvavo.

Specifinių rezultatų tikslų pasiekimas 2023 m.: 59 % 

LIETUVA 
Parama socialinei įtraukčiai: 2014–2018

EUROPOS SOCIALINIS FONDAS

ĮGYTA PATIRTIS
Dalijimasis informacija 

Informacija  nuolat  skelbiama  Vadovaujančios 
institucijos internetiniame puslapyje bei tarpinių 
įstaigų 
Šios 
institucijos organizuoja ir mokymo užsiėmimus 
informacinius  susitikimus  potencialiems 
ir 
dalyviams, skatinant ESF lėšų panaudojimą. 

internetiniuose 

puslapiuose. 

Novatoriški metodai 

Administracinė našta ir griežta valdymo sistema, 
susijusi su ESF lėšomis, buvo kliūtis socialinėms 
inovacijoms  ir  ribojo  intervencinių  priemonių 
efektyvumą.

Tikslinės grupės poreikių 
nustatymas

ES ir nacionalinių prioritetų 
sinergija

Specifiniai  senėjančios  visuomenės  poreikiai 
rengiant 
buvo  patikrinti  planavimo  fazėje 
praktinius seminarus vietos suinteresuotiesiems 
subjektams;  ESF  parama  buvo  atitinkamai 
pritaikyta socialinės įtraukties priemonėms. 

ESF remiamų priemonių pagrindas nacionalinėse 
strategijose  pagerino  ES  ir  nacionalinio  lygio 
strategijų suderinamumą

PAPILDOMA INFORMACIJA
ESF Lietuva https://ec.europa.eu/esf/main.jsp?catId=387&langId=en

Lietuvos ESF internetinis puslapis https://www.esf.lt/en/

Europos Komisija, 2020 m. Tyrimas, kuriuo remiamas 2020 m. Europos socialinio 
fondo socialinės įtraukties, kovos su skurdu ir bet kokia diskriminacija skatinimas (09 
teminis tikslas)

Viešosios politikos ir vadybos institutas ir UAB „PPMI“ grupė (2013). Lietuvos 
Respublikos ES struktūrinės paramos administravimo sistemos efektyvumo vertinimo 
ataskaita. 

UAB „Visionary Analytics“ (2019). Iš ESF Lietuvoje finansuojamų mokymų kokybės ir 
efektyvumo vertinimas. 

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Luxembourg spent a combined total of 
5.4 Million Euro in ESF investments for social inclusion. As a result, about 1 thousand participations 
in  social  inclusion  activities  have  taken  place  in  Luxembourg.  This  factsheet  summarises  the 
main actions, outputs, results and lessons learned so far from the implementation of ESF social 
inclusion measures co-funded by the EU.

LUXEMBOURG

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

19.0

18.5

19.8*

21.5

21.9

21.8

2014

2015

2016

2017

2018

Long-term unemployed, % 

1.6

2014

1.9*

2.2

2.1

2015

2016

2017

1.4

2018

EU Average
(2018)

2.9

EU Average
(2018)

Young people neither in employment nor in education and 
training, % 

6.3

2014

6.2*

2015

5.4

2016

5.9

2017

5.3

2018

People in households with low work intensity, % 

6.1

5.7

6.6

7.9

8.3

2014

2015

2016

2017

2018

*break in time series

10.5

EU Average
(2018)

8.8

EU Average
(2018)

 ▶ Luxembourg  witnessed  an  overall 
increase in the proportion of people at 
risk of poverty and social exclusion 
over the 2014 to 2018 period.

 ▶ The rate of long-term unemployment 

declined.

 ▶ The  share  of  young  people  aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training in the country declined steadily.

 ▶ There  was  an  overall  increase  in  the 
share of people living in households 
with low economic activity.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

LUXEMBOURG

THE EUROPEAN SOCIAL FUND

Support to Social Inclusion: 2014-2018

Policy Response: The National Youth Guarantee programme was created based on recommendation 
under the European Semester in 2015 to provide further training to early school leavers and monitor 
their progress. In the country, anti-poverty and social inclusion measures are implemented through the 
Laws on the Social Offices, which enable access to goods and services for low-income households. In 
addition, reforms made to family allowances increased the amount of allowances paid to every child as 
well as parental leave. Furthermore, the government created a housing allowance in 2015 to support 
the access of low-income families to housing.

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Luxembourg  through  one  national  Operational  Programme 
focused on employment objectives and measures influencing attitudes and systems.

8

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

4 

Million Euro

ESF  funds  support  integrated  support  programmes  for  disadvantaged  people  in  order  to  improve  social 
cohesion.  In  addition,  ESF  funds  awareness-raising  activities  among  economic  actors  on  the  issue  of 
professional integration of disadvantaged people.

In particular, ESF support to social inclusion concerns the following:

Activation  of  people  far  from  the  labour  market,  in  particular,  beneficiaries  of  the 
guaranteed  minimum  income,  through  integrated  and  innovative  approaches  (activation, 
training, support for professional integration and monitoring) to improve employability. 

From 2014 to 2018 the funds allocated to selected projects focused solely active inclusion measures

Active inclusion measures - 100%
100%

0%

20%

40%

60%

80%

100%

LUXEMBOURG

THE EUROPEAN SOCIAL FUND

Support to Social Inclusion: 2014-2018

STATE OF PLAY
Between 2014 
and 2018,

5

Million Euro
were spent.

The total number of recorded 
participations corresponds to

1

thousand.

Achieved 2023 targets for 
participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
5%

Unemployed
49%

Inactive
46%

Tertiary 
education
16%

Upper/Post 
secondary 
education

34%

Primary / Lower 
secondary 
education
50%

Unemployed - 693  
Inactive - 647
Employed, including self-employed - 65

Primary or lower secondary education  - 700 
Upper secondary or post-secondary education - 483   
Tertiary education - 222

751 migrants and ethnic minorities including Roma*
500 from rural areas
36% of the participations were by women

459 participations with disabilities*

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

343 common results were generated by ESF support to social inclusion by the end of 2018.
201   

142 

longer-term results 
were achieved

immediate results 
were achieved

Most of the participants engaged in job search following the completion of ESF operation were successfully 
integrated into the labour market.

A  significantly  larger  proportion  of  participants  achieved  positive  results  related  to  employment  and 
education through participation in ESF operations.

The 2023 targets for specific results were exceeded.

LUXEMBOURG

THE EUROPEAN SOCIAL FUND

Support to Social Inclusion: 2014-2018

LESSONS LEARNED SO FAR

Partnerships and engagement at 
the local level

Close  coordination  between  the  Managing 
Authority  and  implementing  bodies  from  the 
design of interventions helped to avoid overlaps 
and promote the quality of services provided.  

Flexibility in design

ESF funding is flexible and can adapt to emerging 
challenges.

Innovative approaches

ESF  supported  the  implementation  of  pilot 
projects, which were taken over later on by the 
ministries  contributing  to  the  social  innovation 
process. 

ADDITIONAL INFORMATION
The ESF in Luxembourg https://ec.europa.eu/esf/main.jsp?catId=388&langId=en

Website of the ESF Luxembourg http://www.fonds-europeens.public.lu/fr/fonds-europeens/fse/index.html

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

Clement & Weyer Consulting S.àr.l. (2017). Communication activities of the ESF from 
2015 until 2017. Prepared for the European Commission.

@EUsocial

socialeurope

FONDS SOCIAL EUROPÉEN
Soutien à l'inclusion sociale : 2014–2018

LUXEMBOURG

SOMMAIRE
Le  Fonds  social  européen  (FSE)  a  pour  objectif  de  promouvoir  l'inclusion  sociale  et  de  lutter 
contre la pauvreté et toute forme de discrimination. Entre 2014 et 2018, l'Union européenne et 
le Luxembourg ont dépensé un total cumulé de 5,4 millions d'euros dans des investissements du 
FSE en faveur de l'inclusion sociale. Suite à cela, environ mille participations dans des activités 
d'inclusion sociale ont été concrétisées. Cette fiche résume les principales actions, contributions, 
résultats et leçons tirées jusqu'à présent de la mise en œuvre des mesures d'inclusion sociale du 
FSE cofinancées par L'UE.

CONTEXTE SOCIO-ÉCONOMIQUE ET DÉFIS
 ▶ Le 
Personnes en situation de pauvreté ou d'exclusion sociale, % 

19.0

18.5

19.8*

21.5

21.9

21.8

2014

2015

2016

2017

2018

Chômeurs de longue durée, % 

1.6

2014

1.9*

2.2

2.1

2015

2016

2017

1.4

2018

Moyenne UE
(2018)

2.9

Moyenne UE
(2018)

Jeunes sans emploi qui ne suivent ni études ni formation, % 

6.3

2014

6.2*

2015

5.4

2016

5.9

2017

5.3

2018

10.5

Moyenne UE
(2018)

Personnes vivant dans un ménage à très faible intensité de travail, % 

6.1

5.7

6.6

7.9

8.3

2014

2015

2016

2017

2018

*analyse en séries temporelles

8.8

Moyenne UE
(2018)

a 

connu 

Luxembourg 

une 
augmentation générale de la proportion 
de  personnes  en  situation  de 
pauvreté  et  d'exclusion  sociale  au 
cours de la période 2014 à 2018.

 ▶ Le taux de chômage de longue durée 

a diminué.

 ▶ La proportion de jeunes âgés de 15 à 
24  ans  sans  emploi  qui  ne  suivent 
ni  études  ni  formation  a  diminué 
constamment dans le pays.

 ▶ On a pu observer une augmentation de 
la proportion de personnes vivant dans 
un ménage à très faible intensité de 
travail.

NOTES EXPLICATIVES
•  Les illustrations présentent la situation des opérations de l'ESF dans le cadre des priorités d'investissement 9i, 9ii, 9iii, 9iv, 9v et 9vi pour la période de 
programmation 2014–2020 mises en œuvre jusqu'en décembre 2018 selon les informations du système de surveillance SFC2014 au 10 décembre 2019. 
Dans de nombreuses instances, les opérations ne sont pas encore terminées à ce stade. Elles ne sont fournies qu'à titre indicatif pour illustrer la progression.
•  Les taux de réussite sont calculés en divisant les réalisations et les résultats par les cibles fixées dans les programmes opérationnels. Des cibles ont été 

fixées à l’horizon 2023.

•  Étant donné qu'une personne peut participer plusieurs fois à des opérations du FSE, le nombre de participations est indiqué, pas le nombre de participants. 

Ces chiffres ne comprennent pas l'assistance technique.

•  Les données des participants sont relevées au démarrage d'une intervention. Des données relatives aux résultats sont collectées à l'issue d'une opération ou 

même ensuite. Étant donné le temps écoulé, les deux jeux de données (participations et résultats) ne doivent pas être comparés directement.

•  L’évaluation a permis d’établir six types d'opérations TO9 : Type 1 : Actions centrées sur l'emploi ; type 2 : Élargissement du socle de compétences ; type 3 : 

Enseignement de base ; type 4 : Accès aux services ; type 5 : Entrepreneuriat social ; type 6 : Actions influençant des attitudes et des systèmes.

LUXEMBOURG

FONDS SOCIAL EUROPÉEN

Soutien à l'inclusion sociale : 2014–2018

Réponse  politique  :  Le  programme  national  Garantie  pour  la  Jeunesse  a  été  créé  sur  base  d'une 
recommandation dans le cadre du Semestre européen en 2015 pour offrir une formation supplémentaire 
aux jeunes quittant prématurément l'école et pour surveiller leur évolution. Dans le pays, des mesures 
contre la pauvreté et en faveur de l'inclusion sociale sont mises en œuvre à travers la loi des offices 
sociaux ceux-ci permettant aux foyers à faibles revenus un accès à des aides et des services. En outre, 
des réformes des allocations familiales ont été réalisées pour augmenter le montant des allocations 
versé  pour  chaque  enfant  ainsi  que  pour  le  congé  parental.  En  outre,  le  gouvernement  a  créé  une 
allocation logement en 2015 pour faciliter l'accès au logement des familles à faibles revenus.

PRIORITÉS ET ACTIONS DU FSE
Le FSE soutient les actions en faveur de l'inclusion sociale au Luxembourg par le biais d'un programme 
opérationnel national centré sur des objectifs en matiere d'emploi et des mesures influençant les attitudes 
et les systèmes.

8

Millions d'euros sont budgétisés 
au 
total  pour  des  actions 
d'inclusion sociale

La  contribution  européenne 
représente  une  large  part 
de ce financement :

4 

Millions 
d’euros

Le FSE finance des programmes d'aide intégrée en faveur des personnes défavorisées de sorte à améliorer la 
cohésion sociale. En outre, le FSE finance des activités de prise de conscience parmi des actions économiques 
sur la question de l'intégration professionnelle des personnes en situation de handicap.

Le FSE contribue en particulier à l'inclusion sociale dans les domaines suivants :

Activation de personnes éloignées du marché de l'emploi, en particulier des bénéficiaires 
du  revenu  minimum  garanti,  grâce  à  des  approches  intégrées  et  novatrices  (activation, 
formation, aide à l'intégration professionnelle et surveillance) pour améliorer l'employabilité. 

De 2014 à 2018, les fonds alloués à des projets sélectionnés se sont concentrés exclusivement sur des 
mesures d'inclusion active

Mesures d'inclusion active - 100 %
100%

0%

20%

40%

60%

80%

100%

LUXEMBOURG

FONDS SOCIAL EUROPÉEN

Soutien à l'inclusion sociale : 2014–2018

ÉTAT D'AVANCEMENT
Entre 2014 et 
2018,

Millions d’euros
ont été dépensés.

5

Nombre total de participations 
enregistrées

1

millier.

objectifs de participations 
pour 2023 sont atteints

PROFILS DES PARTICIPANTS QUI REÇOIVENT DE L'AIDE

Employés
5%

Chômeurs
49%

Inactifs
46%

Enseignement 
supérieur (CITE 5-8)

16%

Enseignement 
secondaire deuxième 
cycle (CITE 3) ou 
Enseignement post-
secondaire non-
supérieur (CITE 4)

34%

Enseignement 
primaire (CITE 1) 
ou secondaire 
premier cycle 
(CITE 2)
50%

Chômeurs - 693  
Inactifs - 647
Personnes employés, y compris les indépendants - 65

Enseignement  primaire  (CITE  1)  ou  secondaire  premier  cycle 
(CITE 2) - 700 
Enseignement  secondaire  deuxième  cycle 
(CITE  3)  ou 
Enseignement post-secondaire non-supérieur (CITE 4) - 483   
Enseignement supérieur - 222

751 migrants et minorités ethniques y compris Rome*
500 issus des zones rurales
36 % de participations féminines

459 participations avec handicap*

*Les chiffres peuvent être sous rapportés en raison de la non-indication d'informations personnelles par les 
participants
RÉSULTATS
Dans l'ensemble, 

343 résultats communs ont été générés par l'aide du FSE à l'inclusion sociale fin 2018.
201   

résultats à long 
terme ont été 
atteints

142 

résultats immédiats 
ont été atteints

La plupart des participants ayant entamé une recherche d'emploi après l'achevement de l'opération du FSE 
se sont intégrés avec succès dans le marché du travail.

Une  proportion  significativement  plus  élevée  de  participants  a  obtenu  des  objectifs  positifs  en  terme 
d'emploi et de l'éducation grâce à la participation à des opérations du FSE.

Les objectifs de 2023 en termes de résultats spécifiques ont été dépassés.

LUXEMBOURG

FONDS SOCIAL EUROPÉEN

Soutien à l'inclusion sociale : 2014–2018

ENSEIGNEMENTS TIRÉS JUSQU'À PRÉSENT

Des approches novatrices

Le  FSE  soutient  la  mise  en  œuvre  de  projets 
pilotes qui ont été ensuite repris par les ministères 
contribuant au processus d'innovation sociale. 

Des partenariats et des 
engagements au niveau local

Une  étroite  coordination  entre  l'autorité  de 
gestion  et  les  organes  de  mise  en  œuvre  dès 
la  conception  des  opérations  a  permis  d'éviter 
les chevauchements et de promouvoir la qualité 
des services fournis.  

Flexibilité de conception

Le  FSE  est  flexible  et  peut  s'adapter  aux  défis 
émergents.

INFORMATIONS COMPLÉMENTAIRES
FSE au Luxembourg https://ec.europa.eu/esf/main.jsp?catId=388&langId=fr

Site web du FSE au Luxembourg http://www.fonds-europeens.public.lu/fr/fonds-europeens/fse/index.html

Commission européenne, 2020. Étude de soutien à l’évaluation 2020 de la promotion de 
l’inclusion sociale, de la lutte contre la pauvreté et de toute discrimination par le Fonds 
social européen (Objectif Thématique 09)

Clement & Weyer Consulting S.àr.l. (2017). Communication activities of the ESF from 
2015 until 2017. Rapport produit à la demande de la Commission européenne.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination.  During  the  period  2014-2018,  the  EU  and  Latvia  spent  a  combined  total  of  54 
Million Euro in ESF investments for social inclusion. As a result, about 61 thousand participations in 
social inclusion activities have taken place in Latvia. This factsheet summarises the main actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

LATVIA 

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %  

32.7

30.9

28.5

28.2

28.4

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Persons with (some or severe) disability who perceive their health as 
bad or very bad, %  

43.7

40.1

39.9

38.9

36.6

2014

2015

2016

2017

2018

30.5

EU Average
(2018)

People 16 years or older with no unmet needs to declare for 
medical examination, % 

80.8

88.2

88.2

89.7

88.9

2014

2015

2016

2017

2018

Long-term unemployed, %  

4.6

4.5

4.0

3.3

3.1

2014

2015

2016

2017

2018

96.4

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ Latvia witnessed a steady decline in the 
proportion of people at risk of poverty 
and social exclusion over the 2014 to 
2018 period.

 ▶ The  share  of  people  with  activity 
limitation  or  disability  who  consider 
their health condition to be poor declined.

 ▶ The  share  of  people  declaring  no 
unmet medical needs was low relative 
to the EU average in 2014 and 2018.

 ▶ The  rate  of  long-term  unemployed 
declined  yet  remained  higher  than  the 
EU average in 2018.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

LATVIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The National Development Plan 2014-2020 aims to improve the adequacy of the 
social safety net and upskills the labour force by accelerating reform in vocational education; increase 
cost-effectiveness of and access to healthcare, by reducing the amount of out-of-pocket payments and 
long-waiting times; reduce income inequality and foster inclusion of persons at risk of poverty or social 
exclusion to the labour market through Active Labour Market Policies. The main guidelines are “Inclusive 
Employment Guidelines 2015-2020”, “Guidelines for the development of social services 2014.-2020”, 
“Guidelines  for  the  Development  of  Professional  Social  Work  2014-2020”,  and  “Guidelines  for  the 
implementation  of  the  United  Nations  Convention  on  the  Rights  of  Persons  with  Disabilities  2014-
2020”.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Latvia through one national Operational Programme focused on 
employment objectives, access to services and measures influencing attitudes and systems.

265

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

225 

Million Euro

ESF funds improve employability and active inclusion with a view to promoting equal opportunities and 
active participation of disadvantaged groups. In addition, ESF funding aims to enhance access to affordable, 
sustainable and high-quality services, including health care and social services.

In particular, ESF support to social inclusion concerns the following:

Facilitate  social  inclusion  of  people  at  risk  of  social  exclusion  and  discrimination 
including unemployed people and ex-prisoners, into the labour market;

Enhance efficiency of social services and foster professional development of social 
services personnel to provide quality care;unemployed people and ex-prisoners, into the labour 
market;

Increase availability of social services at home, equivalent to the high-quality services 
of institutional care and availability of services close to family environment for children and 
people with disabilities.

From 2014 to 2018 the funds allocated to selected projects focused solely on enhancing access to social 
services and active inclusion measures. 

53%

47%

0%

20%

40%

60%

80%

100%

Enhance access to social services - 53%

Active inclusion measures - 47%

LATVIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

54

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

61

 26%

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
25%

Unemployed

34%

Inactive

41%

Unemployed - 20,659   
Inactive - 24,947 
Employed, including self-employed - 15,690 

Without 
educational 
attainment
31%

Primary / Lower 
secondary education
16%

Tertiary 
education

22%

Upper/Post 
secondary 
education
31%

Primary or lower secondary education  - 9,899 
Upper secondary or post-secondary education - 19,007   
Tertiary education - 13,261 
Without education attainment - 19,129  

12,171 participants with disabilities   6,580 homeless
12,652 other disadvantaged 
65% of the participations were by women

15 projects for public administrations and services 

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

16,056 common results were generated by ESF support to social inclusion  
5,749    

10,307 

immediate results 
were achieved

           by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

In employment

4%

14%

81%

In employment

In improved labour market situation

42%

58%

Positive  results  related  to  employment  were  achieved  through  ESF  support  for  improved  capacity  of 
institutions/ organisations in addressing the needs of the vulnerable groups.

Only a small proportion of those above 54 years of age were among the participants who were employed 
six months upon leaving ESF operations.

Achievement of 2023 targets for specific results: 91% 

 
 
 
LATVIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR

Adapting to individual needs

Flexibility in design

Completely  new  training  programmes  were 
developed  for  people  with  mental  disabilities. 
The  programmes  were  designed  to  match  the 
target  group’s  abilities  and  interests,  foster 
relevant social skills to facilitate labour market 
integration, and attract staff who could provide 
individualised  support  over  the  course  of  the 
training. Programmes that were not tailored to 
the target group may have been less effective.

The  target  groups  reached  by  ESF  support  to 
social  inclusion  expanded  to  include  migrants 
during  the  programming  period.  ESF  funds 
supported  social  workers  and  mentors  for 
asylum seekers and persons with refugee status. 

Challenges of the external context

Testing new ways of collaboration

The  success  of  a  project  was  compromised  by 
difficulties  to  find  employers  willing  to  recruit 
people with a disability

funding  supported 

ESF 
the  development 
of  new  partnerships  between  state,  health 
care  institutions  and  private  social  service 
providers or NGOs to deliver support services to 
persons with mental disabilities to live outside 
institutions,  and  to  provide  health  support  and 
health prevention activities.

ADDITIONAL INFORMATION
The ESF in the Latvia https://ec.europa.eu/esf/main.jsp?catId=389&langId=en

Website of the ESF Latvia https://www.esfondi.lv/home

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

EIROPAS SOCIĀLAIS FONDS
Atbalsts sociālajai iekļaušanai: 2014–2018

KOPSAVILKUMS
Eiropas  Sociālā  fonda  (ESF)  mērķis  ir  veicināt  sociālo  iekļaušanu,  apkarot  nabadzību  un 
diskrimināciju.  Laikā  no  2014.  gada  līdz  2018.  gadam  ES  un  Latvija  ESF  investīcijām  sociālās 
iekļaušanas jomā iztērēja kopumā 54 miljonus eiro. Tā rezultātā Latvijā ir noticis aptuveni 61 000 
iesaistīšanos  sociālās  iekļaušanas  aktivitātēs.  Šajā  faktu  lapā  ir  apkopotas  galvenās  darbības, 
iznākumi, rezultāti un līdz šim gūtās mācības, īstenojot ES līdzfinansētos ESF sociālās iekļaušanas 
pasākumus.

LATVIJA 

SOCIĀLI EKONOMISKAIS KONTEKSTS UN IZAICINĀJUMI
Nabadzībai vai sociālās atstumtības riskam pakļautie cilvēki, %  

 ▶ Laikā no 2014. gada līdz 2018. gadam 
Latvijā 
samazinājās 
pastāvīgi 
nabadzības un sociālās atstumtības 
riskam pakļauto cilvēku īpatsvars.

32.7

30.9

28.5

28.2

28.4

2014

2015

2016

2017

2018

21.8

ES vidēji
(2018)

Personas ar (kādu vai smagu) invaliditāti, kuras savu veselību uz-
skata par sliktu vai ļoti sliktu, %  

43.7

40.1

39.9

38.9

36.6

30.5

 ▶ Samazinājās  to  cilvēku  īpatsvars, 
kuriem  ir  aktivitātes  ierobežojumi 
vai  invaliditāte  un  kuri  uzskata  savu 
veselības stāvokli par sliktu.

2014

2015

2016

2017

2018

ES vidēji (2018)

Personas, sākot no 16 gadu vecuma, kurām nav neapmierinā-
tu vajadzību, ko paziņot medicīniskajā pārbaudē, % 

88.2

88.2

89.7

88.9

80.8

96.4

2014

2015

2016

2017

2018

ES vidēji (2018)

Ilgstoši bezdarbnieki, %  

4.6

4.5

4.0

3.3

3.1

2.9

2014

2015

2016

2017

2018

ES vidēji (2018)

 ▶ To  cilvēku  īpatsvars,  kuri  ziņoja 
par  neatrisinātām  medicīniskajām 
problēmām, bija mazs salīdzinājumā ar 
ES vidējo rādītāju 2014. un 2018. gadā.

 ▶ Ilgstošu 

bezdarbnieku 
tas 

līmenis 
samazinājās, 
joprojām 
tomēr 
bija  augstāks  par  ES  vidējo  rādītāju 
2018. gadā.

PASKAIDROJOŠAS PIEZĪMES
•  Skaitļi parāda situāciju ESF darbībās saskaņā ar investīciju prioritātēm 9i, 9ii, 9iii, 9iv, 9v un 9vi 2014.–2020. gada programmu periodā, kas ir īstenots līdz 
2018.  gada  decembrim,  kā  reģistrēts  SFC2014  uzraudzības  sistēmā  līdz  2019.  gada  10.  decembrim.  Daudzos  gadījumos  šajā  posmā  darbības  vēl  nav 
pabeigtas. Tās tiek sniegtas tikai kā norādes par progresu.

•  Mērķa  sasniegumus  aprēķina,  sadalot  iznākumus  un  rezultātus  pēc  darbības  programmās  noteiktajiem  mērķiem.  Mērķi  tika  izvirzīti  sasniegšanai  līdz 

2023. gadam.

•  Tā kā viena persona ESF darbībās varēja piedalīties vairāk nekā vienreiz, tiek ziņots par dalību skaitu, nevis dalībnieku skaitu. Šie skaitļi neiekļauj tehnisko 

palīdzību.

•  Dalībnieku dati tiek apkopoti iesaistīšanās sākumā. Dati par rezultātiem tiek apkopoti darbības beigās vai pat vēlāk. Šīs laika nobīdes dēļ nevajadzētu tieši 

salīdzināt abas datu kopas (dalību un rezultātus).

•  Novērtējumā  tika  identificēti  seši  TO9  darbību  veidi.  1.  veids:  uz  nodarbinātību  koncentrētas  darbības;  2.  veids:  pamatprasmju  uzlabošana;  3.  veids: 

pamatskolas izglītība; 4. veids: piekļuve pakalpojumiem; 5. veids: sociālā uzņēmējdarbība; 6. veids: darbības, kas ietekmē attieksmi un sistēmas.

LATVIJA
Atbalsts sociālajai iekļaušanai: 2014–2018

EIROPAS SOCIĀLAIS FONDS

Politiskie  risinājumi  Valsts  attīstības  2014.–2020.  gada  mērķis  ir  uzlabot  sociālās  drošības  tīkla 
piemērotību  un  paaugstināt  darbaspēka  kvalifikāciju,  paātrinot  reformu  profesionālajā  izglītībā; 
palielināt veselības aprūpes rentabilitāti un pieejamību, samazinot tiešās pacientu iemaksas un ilgo 
gaidīšanas laiku; samazināt ienākumu nevienlīdzību un veicināt nabadzības vai sociālās atstumtības 
riskam pakļauto personu iekļaušanos darba tirgū ar aktīvas darba tirgus politikas palīdzību. Galvenās 
pamatnostādnes  ir  “Iekļaujošas  nodarbinātības  pamatnostādnes  2015.–2020.  gadam”,  “Sociālo 
pakalpojumu attīstības pamatnostādnes 2014.–2020. gadam”, “Profesionālā sociālā darba attīstības 
pamatnostādnes 2014.–2020. gadam” un “Apvienoto Nāciju Organizācijas Konvencijas par personu ar 
invaliditāti tiesībām īstenošanas pamatnostādnes 2014.–2020. gadam”.

ESF PRIORITĀTES UN DARBĪBAS
ESF atbalsta sociālās iekļaušanas pasākumus Latvijā, izmantojot vienu valsts darbības programmu, kas ir 
koncentrēta uz nodarbinātības mērķiem, piekļuvi pakalpojumiem un pasākumiem, kuri ietekmē attieksmi 
un sistēmas.

265

miljoni eiro kopumā ir paredzēti 
sociālās integrācijas darbībām

Lielu  šī  finansējuma  daļu 
veido ES ieguldījums:

225 

miljoni eiro

ESF līdzekļi uzlabo nodarbinātību un aktīvu iekļaušanu, lai veicinātu vienlīdzīgas iespējas un aktīvu līdzdalību 
nelabvēlīgā situācijā nonākušām grupām. Turklāt ESF finansējuma mērķis ir uzlabot piekļuvi pieejamiem, 
ilgtspējīgiem un kvalitatīviem pakalpojumiem, tostarp veselības aprūpes un sociālajiem pakalpojumiem.

It īpaši ESF atbalsts sociālajai iekļaušanai attiecas uz šādiem uzdevumiem:

Veicināt  sociālās  atstumtības  un  diskriminācijas  riskam  pakļauto  cilvēku  (tostarp 
bezdarbnieku un bijušo ieslodzīto) sociālo iekļaušanu darba tirgū;

Uzlabot sociālo pakalpojumu efektivitāti un sekmēt sociālo pakalpojumu personāla 
profesionālo attīstību, lai nodrošinātu kvalitatīvu aprūpi; iesaistīt darba tirgū bezdarbniekus 
un bijušos ieslodzītos;

Palielināt  sociālo  pakalpojumu  pieejamību  mājās,  kas  ir  līdzvērtīgi  augstas  kvalitātes 
institucionālās  aprūpes  pakalpojumiem,  un  ģimenes  videi  tuvu  pakalpojumu  pieejamību 
bērniem un cilvēkiem ar invaliditāti.

Laikā no 2014. gada līdz 2018. gadam atlasītajiem projektiem piešķirtie līdzekļi bija koncentrēti tikai 
uz sociālo pakalpojumu pieejamības uzlabošanu un aktīvas iekļaušanas pasākumiem. 

53%

47%

Uzlabot 
pakalpojumiem — 53 %

piekļuvi 

sociālajiem 

Aktīvi iekļaušanas pasākumi — 47 %

0%

20%

40%

60%

80%

100%

LATVIJA
Atbalsts sociālajai iekļaušanai: 2014–2018

EIROPAS SOCIĀLAIS FONDS

SITUĀCIJA
Laikā no 2014. gada 
līdz 2018. gadam —

54

miljoni eiro
tika iztērēti.

Reģistrēto dalību 
kopskaits:

61

tūkstotis.

Sasniegti 

 26 %

no 2023. gada 
dalības mērķiem

DALĪBNIEKU PROFILI, SAŅEMOT ATBALSTU

Nodarbinātie
25%

Bezdarbnieki

34%

Neaktīvi

41%

Bezdarbnieki — 20 659   
Neaktīvi — 24 947 
Nodarbināti, tostarp pašnodarbināti — 15 690 

Bez izglītības
31%

Augstākā 
izglītība

22%

Pamatizglītība
/pēcvidējā izglītība

16%

Vidējā/ 
pēcvidējā 
izglītība
31%

Sākumskolas izglītība vai pamatizglītība — 9899 
Vidējā vai pēcvidējā izglītība — 19 007   
Terciāra izglītība — 13 261 
Bez izglītības — 19 129  

12 171 dalībnieki ar invaliditāti  
12 652 personas citā nelabvēlīgā situācijā
63 %  no dalības bija sievietes

6580 bezpajumtnieki
15 projekti valsts pārvaldei un dienestiem 

* Ja dalībnieki nesniedz par sevi personas datus, tad ziņotie rādītāji var būt zemāki nekā patiesais dalībnieku skaits

REZULTĀTI
Kopumā no ESF atbalsta sociālajai integrācijai līdz 2018. gada beigām tika iegūti 

16 056  vispārējie rezultāti.
5749    

tūlītēji rezultāti

Iesaistījušies darba meklējumos

Iegūst izglītību un piedalās apmācībā

Strādā

4 %

14 %

81 %

10 307 

ilgtermiņa rezultāti

Strādā

Uzlabotā darba tirgus situācijā

42 %

58 %

Pozitīvi  rezultāti  saistībā  ar  nodarbinātību  tika  sasniegti  ar  ESF  atbalstu  iestāžu/organizāciju  spēju 
uzlabošanai, pievēršoties neaizsargāto grupu vajadzību apmierināšanai.

No  dalībniekiem,  kas  ir  vecāki  par  54  gadiem,  tikai  neliela  daļa  bija  nodarbināta  sešus  mēnešus  pēc 
aiziešanas no ESF darbībām.

2023. gada rezultātu mērķu sasniegšana 91 % 

LATVIJA
Atbalsts sociālajai iekļaušanai: 2014–2018

EIROPAS SOCIĀLAIS FONDS

LĪDZ ŠIM GŪTĀS MĀCĪBAS

izstrādātas  pilnīgi 

Pielāgošanās individuālām 
vajadzībām
Tika 
jaunas  apmācību 
programmas  cilvēkiem  ar  garīga  rakstura 
traucējumiem.  Programmas  tika  izstrādātas 
atbilstoši  mērķgrupas  spējām  un  interesēm, 
attiecīgu  sociālo  prasmju  veicināšanai, 
lai 
sekmētu 
integrāciju  darba  tirgū,  un  tāda 
personāla  piesaistīšanai,  kurš  apmācības  laikā 
varētu  sniegt  individuālu  atbalstu.  Mērķgrupai 
nepielāgotās  programmas, 
iespējams,  bija 
mazāk efektīvās.

Ārējās vides izaicinājumi

Projekta panākumus apdraudēja grūtības atrast 
darba devējus, kuri būtu gatavi pieņemt darbā 
cilvēkus ar invaliditāti

Elastīgums projektā

Plānošanas  periodā 
tika  paplašināta  ESF 
atbalsta  sociālai  integrācijai  mērķgrupa,  tajā 
iekļaujot arī migrantus. Ar ESF finansējumu tika 
atbalstīti  sociālie  darbinieki  un  padomdevēji 
patvēruma meklētājiem un personām ar bēgļa 
statusu. 

Jaunu sadarbības veidu izmēģināšana

ESF  finansējums  atbalstīja  jaunu  partnerību 
izveidi starp valsts, pašvaldību veselības aprūpes 
iestādēm  un  privātiem  sociālo  pakalpojumu 
sniedzējiem  vai  NVO, 
lai  sniegtu  atbalsta 
pakalpojumus  personām  ar  garīgās  veselības 
traucējumiem  dzīvē  ārpus  institūcijām,  kā  arī 
nodrošinātu  veselības  atbalstu  un  veselības 
profilakses pasākumus.

PAPILDINFORMĀCIJA
ESF Latvijā https://ec.europa.eu/esf/main.jsp?catId=389&langId=en

ESF tīmekļa vietne Latvijā https://www.esfondi.lv/home

Eiropas Komisija, 2020. Pētījums, kas atbalsta Eiropas Sociālā fonda 2020. 
gada novērtējumu par sociālās integrācijas veicināšanu, nabadzības un jebkādas 
diskriminācijas apkarošanu (09. tematiskais mērķis)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Malta spent a combined total of 10.9 
Million Euro in ESF investments for social inclusion. As a result, about 3 thousand participations in 
social inclusion activities have taken place in Malta. This factsheet summarises the main actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

MALTA

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

23.9

23.0

20.3

19.3

19.0

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Young people neither in employment nor in education and training, % 

10.3

10.5

8.8

8.6

2014

2015

2016

2017

7.3

2018

Early leavers from education and training, % 

20.9

20.2

19.2

17.7

17.4

2014

2015

2016

2017

2018

People in households with low work intensity, % 

9.9

9.2

2014

2015

7.3

2016

7.1

2017

5.5

2018

10.5

EU Average
(2018)

10.5

EU Average
(2018)

8.8

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
over the 2014 to 2018 period.

 ▶ The  share  of  young  people  aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training in Malta declined.

 ▶ The  share  of  young  people  aged 
18  to  24  years  who  leave  school 
prior  to  attaining  upper  secondary 
qualifications  declined  steadily  yet 
remained above the EU average in 2018.

 ▶ The  share  of  people 
in 
living 
households  with 
low  economic 
activity  declined  yet  remained  above 
the EU average in 2018.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

MALTA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The National Strategic Policy for Poverty Reduction & for Social Inclusion 2014-2024 
proposed a range of diverse and integrated measures to improve the condition of people in poverty or 
are at risk of poverty or social inclusion in terms of  employment opportunities, access to education 
and training, access to affordable and quality healthcare as well as provision of social services. The 
Strategy also aims to ensure adequate and fair income through minimum income schemes and other 
policy measures to lift people out of poverty.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Malta through one national Operational Programme focused on 
employment objectives, social entrepreneurship and measures influencing attitudes and systems.

40

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

32

Million Euro

ESF funds promote active inclusion of disadvantaged groups into the labour market and improves capacity 
of social services.

In particular, ESF support to social inclusion concerns the following:

Improve  participation  of  vulnerable  groups  into  the  labour  market  through  up-skilling 
and re-skilling measures and provide education and training to disadvantaged young people;

Increase  awareness  of  health  and  safety  issues  at the workplace and strengthen the 
capacity building of systems and structures within the health and care services.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures.

81%

19%

Active inclusion measures- 81%

Enhance access to social services- 19%

0%

20%

40%

60%

80%

100%

MALTA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

11

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

3

31%

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
29%

Inactive

24%

Unemployed
48%

Tertiary education

15%

Upper/Post 
secondary 
education

21%

Primary / 
Lower 
secondary 
education

63%

Unemployed - 1,492
Inactive - 747
Employed, including self-employed - 899

Primary or lower secondary education  - 1,989
Upper secondary or post-secondary education - 668
Tertiary education - 481

559 participations below 25 years
1,310 other disadvantaged participants*
52% of the participations were by women

836 participations with a disability*
9 projects for public administrations and services

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

919 immediate common results were generated by ESF support to social inclusion    

 by the end of 2018.

Engaged in job search

In education and training

Gained a qualification

In employment

9%

11%

59%

21%

The ESF 2.56 Work Programme Initiative was successful in reaching employment related results, as over 
half of the long-term unemployed participants were integrated into sustainable employment.

The  ESF  2.48  VASTE  project  achieved  positive  results  related  to  employment  as  well  as  education  and 
training through work exposure schemes to improve the employability and preparedness of the registered 
disabled jobseekers.

 
 
MALTA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Collaborative approach
ESF  operations  have  recognised  the  need  for 
multiple interventions to address complex social 
inclusion issues. Collaboration with stakeholders 
during  the  project  design  and  implementation 
stages have helped to reach vulnerable groups 
and has facilitated cross-referral. 

LESSONS LEARNED SO FAR
Flexibility in design

ESF  interventions  were  intentionally  flexible  by 
design,  enabling  the  development  of  solutions 
based  on  the  needs  of  vulnerable  groups. 
Projects were developed through proposals from 
relevant  organisations  and  strategic  priorities 
were established alongside service providers.

Cross-sectoral partnerships
A  memorandum  of  understanding  was 
signed  with  the  Malta  Employers  Association 
to  underscore  the  shared  responsibility  for 
addressing  social  inclusion.  This  approach  also 
enabled more effective outreach with employers 
to  provide  training  relating  to  the  inclusion  of 
persons with disabilities and to identify potential 
placements.

ADDITIONAL INFORMATION
The ESF in Malta https://ec.europa.eu/esf/main.jsp?catId=391

Website of the ESF Malta https://eufunds.gov.mt/en/Pages/Home.aspx

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund    (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination.  During  the  period  2014-2018,  the  EU  and  Netherlands  spent  a  combined  total 
of  356.2  Million  Euro  in  ESF  investments  for  social  inclusion.  As  a  result,  about  517  thousand 
participations  in  social  inclusion  activities  have  taken  place  in  the  Netherlands.  This  factsheet 
summarises the main actions, outputs, results and lessons learned so far from the implementation 
of ESF social inclusion measures co-funded by the EU.

THE NETHERLANDS

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

16.5

16.4

16.7

17.0

16.7

2014

2015

2016

2017

2018

Long-term unemployed, % 

2.9

3.0

2.5

2014

2015

2016

1.9

2017

1.4

2018

21.8

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  was 
stable over the 2014 to 2018 period.

 ▶ The  overall 

rate  of 
unemployment declined.

long-term 

Young people neither in employment nor in education and training, 
% 

5.5

2014

4.7

2015

4.6

2016

4.0
2017

4.2
2018

People in households with low work intensity, % 

10.2

10.2

9.6

9.5

2014

2015

2016

2017

8.5

2018

10.5

EU Average
(2018)

8.8

EU Average
(2018)

 ▶ The  share  of  young  people  aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training in the country declined.

 ▶ The  share  of  people 
households  with 
activity declined

in 
living 
low  economic 

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

THE NETHERLANDS
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The Dutch Participation Act of 2014 introduced a series of reforms, regulating support 
to  persons  with  disability  and  enhancing  the  capacity  of  social  services.  The  law  aims  to  support 
transition of individuals farthest from the labour market into employment through tailored support. In 
addition, the Social Agreement between the federal government and social partners aim to enhance 
labour market prospects particularly for persons with disabilities and persons in vulnerable conditions.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in the Netherlands through one national Operational Programme 
that focuses on employment-related objectives.

726

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

363

Million Euro

ESF  funds  support  the  implementation  of  the  National  Reform  Programme,  aimed  at  integrating  
disadvantaged groups into employment through innovative measures aimed at developing methods and 
instruments to improve active inclusion into the labour market.

In particular, ESF support to social inclusion concerns the following:

Promote active inclusion measures such as provision of information,  addressing language 
barriers, job coaching, training and education and job placements, to integrate disadvantaged 
groups into the labour market.

From 2014 to 2018 the funds allocated to selected projects focused solely on active inclusion measures.

100%
Active inclusion measures - 100%

0%

20%

40%

60%

80%

100%

THE NETHERLANDS
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

356

Million Euro
were spent.

The total number of recorded 
participations corresponds to

517

thousand.

2023 targets for participations 
were achieved.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
21%

Inactive
24%

Unemployed
55%

Without educational attainment

8%

Tertiary 
education

7%

Upper/Post 
secondary 
education

27%

Primary / 
Lower 
secondary 
education

58%

Unemployed - 284,163
Inactive - 125,719
Employed, including self-employed - 107,415

Primary or lower secondary education  - 300,381
Upper secondary or post-secondary education - 137,209
Tertiary education - 37,248
Without education attainment - 42,459

174,010 migrants and ethnic minorities including Roma*

162,382 participations with a disability*

45% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants

32,639 participations from rural areas

RESULTS
Overall, 

167,612 сommon results were generated by ESF support to social inclusion  
87,177

80,435

immediate results 
were achieved

    by the end of 2018.

longer-term results 
were achieved

In employment
In improved labour market situation

62%
38%

Engaged in job search
In education and training
Gained a qualification
In employment

6%
18%
9%
67%

Young  people  in  juvenile  correctional  institutions  achieved  better  results  related  to  employment  and 
education compared to the cohort of ex-offenders.

Improvement in longer-term labour market situation of participants involved transition from a fixed-term 
to permanent contract, more contractual hours and higher wages.

Achievement of 2023 targets for specific results: 78% 

 
 
 
 
THE NETHERLANDS
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Simplified cost options
Simplified  cost  options  allowed  for  easier 
administration  of  activities  that  could  reach 
a  large  number  of  participants,  such  as  case 
management.  However,  they  did  not  improve 
efficiency  in  all  projects,  in  particular  when 
projects consisted of multiple components, dealt 
with  unpredictable  caseloads  or  experienced 
difficulties in linking activities with outcomes.

Partnerships and engagement at 
the local level
Better cooperation within the context of existing 
regional partnerships  united stakeholders with 
a  common  shared  purpose  and  led  to  better 
service provision

Flexibility in design
The  broader  target  group  description  allowed 
a  fast  response  to  help  people  affected  by 
the  refugee  crisis,  by  avoiding  extensive 
administrative changes.

Tailored support to individual needs
Providing support based on what works for the 
individual,  such  as  case  management  and  job 
coaching,  was  crucial  to  ensure  that  services 
yield  the  intended  results  (i.e.  move  closer  or 
into (better) work).

ADDITIONAL INFORMATION
The ESF in the Netherlands https://ec.europa.eu/esf/main.jsp?catId=392&langId=en

Website of the ESF Netherlands https://www.uitvoeringvanbeleidszw.nl/subsidies-en-regelingen/actieve-inclusie-esf-2014-2020

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty and any 
discrimination by the European Social Fund - (Thematic Objective 09)

Bureau Bartels B.V. (2016). In-depth study ESF Active Inclusion 2014-2020.

@EUsocial

socialeurope

HET EUROPEES SOCIAAL FONDS
Ondersteuning van sociale inclusie: 2014 - 2018

SAMENVATTING
Het Europees Sociaal Fonds (ESF) is erop gericht om sociale inclusie te bevorderen en armoede 
en  discriminatie  tegen  te  gaan.  In  het  tijdvak  2014-2018  hebben  de  EU  en  Nederland  samen 
in  totaal  356,2  miljoen  euro  besteed  aan  investeringen  vanuit  het  ESF  voor  sociale  inclusie. 
Dit leidde tot ongeveer 517.000 deelnames aan activiteiten op het gebied van sociale inclusie. 
Dit  informatieblad  biedt  een  samenvatting  van  de  belangrijkste  maatregelen,  resultaten  en  de 
lessen die tot dusverre zijn getrokken uit de uitvoering van de - door de EU medegefinancierde - 
maatregelen van het ESF inzake sociale inclusie.

NEDERLAND

SOCIAALECONOMISCHE CONTEXT EN UITDAGINGEN
Personen in armoede of sociale uitsluiting, % 

16.5

16.4

16.7

17.0

16.7

2014

2015

2016

2017

2018

Langdurig werklozen, % 

2.9

3.0

2.5

1.9

1.4

2014

2015

2016

2017

2018

21.8

EU-gemiddelde
(2018)

2.9

EU-gemiddelde
(2018)

Jongeren die en geen werk hebben en geen onderwijs of opleiding 
volgen, % 

10.5

5.5

4.7

4.6

4.0

4.2

2014

2015

2016

2017

2018

EU-gemiddelde
(2018)

Personen die leven in huishoudens (quasi) zonder werk, % 

10.2

10.2

9.6

9.5

8.5

2014

2015

2016

2017

2018

8.8

EU-gemiddelde
(2018)

 ▶ Het aandeel personen die in armoede 
of  sociale  uitsluiting  bleef  in  het 
tijdvak 2014 - 2018 stabiel.

 ▶ Het 

totale 
werklozen nam af.

aandeel 

langdurig 

 ▶ Het  aandeel  jongeren  tussen  15  en 
24 jaar die en geen werk hebben en 
geen onderwijs of opleiding volgden, 
nam af.

 ▶ Het  aandeel  personen  die  leven  in 
een huishouden (quasi) zonder werk 
nam af.

TOELICHTING
•  De cijfers geven de situatie weer voor activiteiten van het ESF in het kader van investeringsprioriteiten 9i, 9ii, 9iii, 9iv, 9v en 9vi voor de programmeerperiode 
2014-2020, die tot december 2018 zijn uitgevoerd en waarvan op 10 december 2019 verslag is gedaan in het monitoringsysteem SFC2014. Voor veel 
activiteiten geldt dat deze op dit moment nog niet zijn afgesloten. Ze worden enkel vermeld om een indicatie van de voortgang te geven.

•  De beoogde resultaten worden berekend door de behaalde resultaten te delen door de doelen die in de operationele programma's zijn vastgesteld. Vastgesteld 

werd dat de doelstellingen vóór 2023 moeten zijn behaald.

•  Gezien de mogelijkheid voor personen om meer dan eens deel te nemen aan ESF-activiteiten wordt niet het aantal deelnemers maar het aantal deelnames 

vermeld. In deze cijfers wordt technische ondersteuning buiten beschouwing gelaten.

•  De deelnemersgegevens worden verzameld vanaf het moment dat een interventie heeft plaatsgevonden. Gegevens over resultaten worden verzameld bij 
afronding van een activiteiten of zelfs later. Vanwege dit verschil in tijd kunnen de twee gegevenssets (deelnames en resultaten) niet rechtstreeks worden 
vergeleken.

•  Uit de evaluatie zijn zes typen TO9-activiteiten naar voren gekomen: Type 1: Op werkgelegenheid gerichte acties; Type 2: Verbetering van basisvaardigheden; 
Type 3: Elementair schoolonderwijs; Type 4: Toegang tot diensten; Type 5: Sociaal ondernemerschap; Type 6: Acties die houdingen en systemen beïnvloeden.

NEDERLAND
Ondersteuning van sociale inclusie: 2014-2018

HET EUROPEES SOCIAAL FONDS

Beleidsreactie: In de Nederlandse Participatiewet van 2014 is een aantal hervormingen doorgevoerd 
om ondersteuning te bieden aan personen met een handicap en de capaciteit van sociale diensten te 
vergroten. Met de wet wordt beoogd personen met de grootste afstand tot de arbeidsmarkt te helpen 
bij de overgang naar werk door middel van maatwerkondersteuning. Daarnaast wordt met het Sociaal 
Akkoord tussen de overheid en sociale partners beoogd om met name voor personen met een handicap 
en personen in een kwetsbare positie te zorgen voor betere vooruitzichten op de arbeidsmarkt.

PRIORITEITEN EN ACTIES VAN HET ESF
Het ESF steunt sociale-inclusiemaatregelen in Nederland via één nationaal Operationeel Programma, dat 
zich richt op doelstellingen op het gebied van werkgelegenheid.

726

miljoen  euro 
gereserveerd 
inclusiemaatregelen.

is 
voor 

in 

totaal 
sociale-

De  EU-bijdrage  vormt  een 
groot  aandeel  van  deze 
financiering:

363

miljoen euro

ESF-financiering  ondersteunt  de  uitvoering  van  het  Nationaal  Hervormingsprogramma,  dat  erop  gericht 
is om achtergestelde groepen naar de arbeidsmarkt te begeleiden via innovatieve maatregelen. Die zijn 
bedoeld  om  methoden  en  instrumenten  te  ontwikkelen  ter  bevordering  van  de  actieve  integratie  op  de 
arbeidsmarkt.

De steun vanuit het ESF voor sociale inclusie omvat in het bijzonder het volgende:

Bevordering van actieve-inclusiemaatregelen zoals informatievoorziening, aandacht voor 
taalbarrières, baancoaching, training, opleidingen en arbeidsbemiddeling, om achtergestelde 
groepen op de arbeidsmarkt te integreren.

Tussen 2014 en 2018 was de aan geselecteerde projecten toegewezen financiering uitsluitend gericht 
op actieve-inclusiemaatregelen.

100%
Actieve-inclusiemaatregelen - 100%

0%

20%

40%

60%

80%

100%

NEDERLAND
Ondersteuning van sociale inclusie: 2014-2018

HET EUROPEES SOCIAAL FONDS

STAND VAN ZAKEN
Tussen 2014 en 
2018

356

miljoen euro
is uitgegeven.

Het aantal geregistreerde 
deelnames was

517

duizend.

2023 doelstellingen voor 
deelnames zijn verwezenlijkt.

PROFIELEN VAN DEELNEMERS TIJDENS ONDERSTEUNING

Tewerkgesteld
21%

Niet-actief
24%

Werkloos
55%

Zonder diploma

8%

Hoger 
onderwijs

7%

Hoger 
secundair 
onderwijs

27%

Lager 
secundair 
onderwijs

58%

Werkloos - 284.163
Inactief - 125.719
Werkend, inclusief als zelfstandige - 107.415

Primair of lager secundair onderwijs - 300.381
Hoger secundair of post-secundair onderwijs - 137. 209
Tertiair onderwijs - 37.248
Zonder onderwijskwalificatie - 42,459

174.010 migranten en etnische minderheden, inclusief Roma*

162.382 deelnames door personen met een handicap*

32.639 deelnemers uit 

plattelandsgebieden

45% van de deelnames was door vrouwen

*De gerapporteerde cijfers zijn mogelijk lager dan in werkelijkheid doordat er van deelnemers niet altijd per-
soonsgegevens zijn verstrekt
RESULTATEN
In totaal zijn eind 2018 

167.612  algemene resultaten door ESF-steun voor sociale inclusie gegenereerd.
87.177

80.435

onmiddellijke 
resultaten

behaalde resultaten 
voor de langere termijn

Ging op zoek naar werk
Ging een opleiding of training volgen
Heeft een kwalificatie behaald
Vond werk

6%
18%
9%
67%

Vond werk
zag eigen situatie op de 
arbeidsmarkt verbeteren

62%
38%

Jongeren  in  jeugddetentie  behaalden  betere  resultaten  op  het  gebied  van  werk  en  onderwijs  dan  ex-
gedetineerden.

Voor deelnemers bleek hun verbeterde werkgelegenheidssituatie voor de langere termijn onder meer uit 
omzetting  van  een  arbeidsovereenkomst  van  bepaalde  duur  naar  een  van  onbepaalde  duur  en  hogere 
lonen.
Verwezenlijking van 2023 doelstellingen op 
specifieke resultaten:

78% 

NEDERLAND
Ondersteuning van sociale inclusie: 2014-2018

HET EUROPEES SOCIAAL FONDS

VOORLOPIGE GELEERDE LESSEN
Vereenvoudigde kostenopties
Door  vereenvoudigde  kostenopties  konden 
activiteiten  waarmee  een  groot  aantal 
deelnemers  kon  worden  bereikt,  zoals  case 
management, 
administratief 
eenvoudiger 
worden  verwerkt.  Hierdoor  verbeterde  echter 
niet  de  doelmatigheid  in  alle  projecten,  vooral 
niet bij projecten die uit meerdere componenten 
bestonden,  projecten  die  te  maken  kregen 
met  een  onvoorspelbaar  aantal  casussen  of 
projecten  die  problemen  ondervonden  bij  het 
koppelen van activiteiten aan uitkomsten.

Partnerschappen en betrokkenheid 
op lokaal niveau
Betere  samenwerking  binnen  het  kader  van 
bestaande  regionale  partnerschappen  bracht 
belanghebbenden met een gezamenlijk doel bij 
elkaar en leidde tot een betere dienstverlening

Flexibiliteit in ontwerp
De  bredere  doelgroepbeschrijving  maakte  het 
mogelijk  snel  te  reageren  teneinde  door  de 
vluchtelingencrisis  getroffenen  te  helpen  door 
het vermijden van omvattende administratieve 
wijzigingen.

Aan individuele behoeften 
toegesneden ondersteuning
Ondersteuning op basis van wat voor de persoon 
in  kwestie  werkt,  zoals  casemanagement  en 
baancoaching,  speelde  een  cruciale  rol  bij 
het  waarborgen  dat  de  diensten  de  beoogde 
resultaten opleverden (d.w.z. verkleining van de 
afstand tot (beter) werk).

AANVULLENDE INFORMATIE
Het ESF in Nederland https://ec.europa.eu/esf/main.jsp?catId=392&langId=nl

Website van ESF Nederland https://www.uitvoeringvanbeleidszw.nl/subsidies-en-regelingen/actieve-inclusie-esf-2014-2020

Europese Commissie, 2020. Onderzoek ter ondersteuning van de 2020-evaluatie van het bevorderen van 
sociale inclusie, bestrijding van armoede en discriminatie door het Europees Sociaal Fonds (Thematische 
Doelstelling 09)

Bureau Bartels B.V. (2016). Verdiepend onderzoek ESF Actieve Inclusie 2014-2020.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

POLAND

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Poland spent a combined total of 493 
Million Euro in ESF investments for social inclusion. As a result, 323 thousand participations in 
social inclusion activities have taken place in Poland. This factsheet summarises the main actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.
SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

 ▶ The  proportion  of  people  at  risk  of 
poverty or social exclusion declined.

24.7

23.4

21.9

19.5

18.9

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Young people neither in employment nor in education and training, % 

12.0

11.0

10.5

9.5

8.7

2014

2015

2016

2017

2018

People in households with low work intensity, %  

7.2

7.0

6.5

5.7

5.6

2014

2015

2016

2017

2018

10.5

EU Average
(2018)

8.8

EU Average
(2018)

People 16 years or older with unmet needs to declare for medical 
examination, % 

12.9

12.8

12.2

7.7*

8.5

2014

2015

2016

2017

2018

*break in time series

3.6

EU Average
(2018)

 ▶ The proportion of young people aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training in the country declined.

 ▶ The  share  of  people 
households  with 
activity declined over time.

in 
living 
low  economic 

 ▶ The  share  of  people  who  declared 
unmet  medical  needs  was  high 
relative to the EU average in 2018.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

POLAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  The  National  Programme  for  Combating  Poverty  and  Social  Exclusion  is  the  key 
document and reference point for interventions within the framework of social integration. In addition, 
the Family 500+ Programme provides child support to low income families. In addition, the Activation and 
Integration Programme provides targeted support in a selection of areas depending on the prevalence 
and  needs  of  those  furthest  from  the  labour  market.  Integrated  measures  are  implemented  in  the 
heath sector based on guidelines in the Policy Paper for health protection for 2014-2020 to improve 
access to affordable and quality care.

ESF PRIORITIES AND ACTIONS
The  ESF  supports  social  inclusion  actions  in  Poland  through  seventeen  Operational  Programmes.  TO9 
operations in the country are focused on employment objectives, enhancing basic skills, access to basic 
school education and services, social entrepreneurship and measures influencing attitudes and systems.

3.2 

Billion Euro are budgeted in total 
for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

2.7 

Million Euro

ESF funds support the implementation of measures on reducing poverty and enhancing social inclusion with 
a view to integrate individuals into the labour market and reduce inequality in access to social services.

In particular, ESF support to social inclusion concerns the following:

Foster social integration and improve access to the labour market for people excluded 
or  at  risk  of  poverty  and  social  exclusion,  through  the  implementation  of  comprehensive 
activation programs;

Increase access to and availability of social services (e.g. environmental services, health 
care and foster care) for people at risk of poverty or social exclusion;

Strengthen the role of social economy entities in activating disadvantaged people and 
providing social services.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures 
and enhancing access to social services.

42%

42%

14% 2%

Active inclusion measures- 42%

Enhance access to social services- 42%

Promotion of social entrepreneurship- 14%

Community-led local development strategies- 2%

0%

20%

40%

60%

80%

100%

POLAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

493

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

323

35% 

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Unemployed
30%

Without educational attainment

8%

Tertiary 
education
19%

Primary / Lower 
secondary 
education
33%

Employed
23%

Inactive

47%
Unemployed - 95,906   
Inactive - 152,999  
Employed, including self-employed - 74,523  

60% of the participations were by women
RESULTS
Overall, 

Upper/Post 
secondary 
education
40%

Primary or lower secondary education  - 105,308 
Upper secondary or post-secondary education - 130,792  
Tertiary education - 62,612 
Without education attainment - 24,716 

108,741common results were generated by ESF support to social inclusion  

   by the end of 2018.

64,617   

immediate results 
were achieved

44,124 

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

10%

1%

54%

35%

In employment

In improved labour market situation

80%

20%

The initial drawback from the tendency to employ people who are more likely to be employed than to reach 
groups most at risk was rectified to achieve sustainable employment for disadvantaged groups.

Positive results related to education derived from ESF actions to support the youngest or those leaving 
prison.

Achievement of 2023 targets for specific results:15% 

 
 
 
 
POLAND
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR

Partnerships and engagement at 
the local level

ESF supports cooperation between various types 
of  stakeholders  -  such  as  institutions  involved 
in social activation and Poviat Labour Offices - 
through the promotion of multi-sectoral partner 
projects.

Supporting new target groups

The  list  of  target  groups  reached  by  ESF  were 
expanding,  which  widened  and  deepened  the 
support  provided.  The  list  was  extended  to 
include, for example, the elderly.

Outreach to intended target groups

Access  to  labour  market  varies  significantly 
across  regions,  leading  to  varying  levels  of 
unemployment  rate.  To  rectify  this  situation, 
it  is  necessary  to  treat  peripheral  regions 
preferentially to ensure that the target group can 
gain  adequate  competences  and  qualifications 
to  engage  in  the  labour  market  including  the 
social economy. 

ADDITIONAL INFORMATION
The ESF in the Poland https://ec.europa.eu/esf/main.jsp?catId=393&langId=en 

Website of the ESF Poland http://www.power.gov.pl/

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

Bieńkowska et al. (2018). Meta-analysis of evaluations assessing ESF support in Poland 
(2018 edition). 

Ministry of Investments and Development (2016) Meta-analysis of evaluation research 
results regarding the assessment of ESF support - Partial Report 2016.

@EUsocial

socialeurope

EUROPEJSKI FUNDUSZ SPOŁECZNY
Wsparcie dla integracji społecznej: 2014 - 2018

POLSKA

PODSUMOWANIE
Europejski  Fundusz  Społeczny  (EFS)  ma  na  celu  promowanie  integracji  społecznej,  zwalczanie 
ubóstwa  i  dyskryminacji.  W  latach  2014-2018  UE  i  Polska  wydały  łącznie  493  mln  euro  na 
inwestycje EFS w zakresie włączenia społecznego. W rezultacie w Polsce miały miejsce 323 tys. 
uczestnictwa w działaniach na rzecz integracji społecznej. Niniejszy arkusz informacyjny zawiera 
podsumowanie głównych działań, produktów, rezultatów i wniosków wyciągniętych do tej pory z 
realizacji działań EFS w zakresie włączenia społecznego współfinansowanych przez UE.
KONTEKST SPOŁECZNO-GOSPODARCZY I WYZWANIA
Osoby zagrożone ubóstwem lub wykluczeniem społecznym, %. 

24.7

23.4

21.9

19.5

18.9

2014

2015

2016

2017

2018

21.8

Średnia dla
UE (2018)

Osoby młode niepracujące, nieuczące się i niedokształcające się, %. 

12.0

11.0

10.5

9.5

8.7

2014

2015

2016

2017

2018

10.5

Średnia dla UE
(2018)

Osoby w gospodarstwach domowych o niskiej intensywności 
pracy, %  

7.2

7.0

6.5

5.7

5.6

2014

2015

2016

2017

2018

8.8

Średnia dla UE
(2018)

Osoby w wieku 16 lat lub starsze z niezaspokojoną potrzebą zgłoszenia 
się na badania lekarskie, %. 

12.9
7.2

12.8
7.0

12.2
6.5

7.7*
5.7

8.5
5.6

2014

2015

2016

2017

2018

*przerwa w szeregu czasowym

8.8
3.6

Średnia dla UE
(2018)

 ▶ Spadł  odsetek  osób  zagrożonych 
wykluczeniem 
lub 

ubóstwem 
społecznym.

 ▶ Zmniejszył  się  odsetek  młodych  osób 
w  wieku  15-24  lat,  które  nie  były 
zatrudnione, ani nie uczestniczyły w 
kształceniu lub szkoleniu.

 ▶ Odsetek 

osób 

żyjących 

w 
gospodarstwach domowych o niskiej 
intensywności pracy zmniejszył się w 
badanym okresie.

 ▶ Odsetek  osób,  które  zadeklarowały 
niezaspokojone potrzeby medyczne, 
był wysoki w stosunku do średniej UE w 
2018 roku.

NOTATKI OBJAŚNIAJĄCE
•  Dane liczbowe przedstawiają sytuację dla operacji EFS w ramach priorytetów inwestycyjnych 9i, 9ii, 9iii, 9iv, 9v i 9vi w okresie programowania 2014-2020 
realizowanych do grudnia 2018, zgodnie z zapisami w systemie monitorowania SFC2014 do dnia 10 grudnia 2019. W wielu przypadkach operacje nie są na 
tym etapie jeszcze zakończone. Są one podawane jedynie w celu wskazania postępu we wdrażaniu.

•  Osiągnięcia wartości docelowych są obliczane poprzez podzielenie produktów i rezultatów przez wartości docelowe określone w programach operacyjnych. 

Wartości docelowe zostały wyznaczone do osiągnięcia do końca 2023 roku.

•  Ponieważ jedna osoba może uczestniczyć w operacjach EFS więcej niż jeden raz, zgłaszana jest liczba uczestnictw, a nie liczba uczestników. Dane te nie 

obejmują pomocy technicznej.

•  Dane uczestników są zbierane przy rozpoczęciu interwencji. Dane o rezultatach są zbierane przy zakończeniu operacji lub nawet później. Z powodu tego 

opóźnienia nie należy bezpośrednio porównywać tych dwóch zestawów danych (uczestnictwa i rezultaty).

•  W ramach oceny zidentyfikowano sześć typów operacji w CT9: Typ 1: Działania ukierunkowane na zatrudnienie; Typ 2: Wzmocnienie umiejętności podstawowych; 

Typ 3: Podstawowa edukacja szkolna; Typ 4: Dostęp do usług; Typ 5: Przedsiębiorczość społeczna; Typ 6: Działania wpływające na postawy i systemy.

POLSKA
Wsparcie dla integracji społecznej: 2014-2018

EUROPEJSKI FUNDUSZ SPOŁECZNY

Reakcja  polityki  krajowej:  Krajowy  Program  Walki  z  Ubóstwem  i  Wykluczeniem  Społecznym  jest 
kluczowym dokumentem i punktem odniesienia dla interwencji w ramach integracji społecznej. Ponadto 
Program  Rodzina  500+  zapewnia  wsparcie  dla  rodzin  o  niskich  dochodach.  Program  Aktywizacja  i 
Integracja zapewnia ukierunkowane wsparcie w wybranych obszarach w zależności od powszechności 
występowania  i  potrzeb  osób  najbardziej  oddalonych  od  rynku  pracy.  Zintegrowane  działania  są 
wdrażane w sektorze zdrowia w oparciu o wytyczne zawarte w dokumencie strategicznym dotyczącym 
ochrony zdrowia na lata 2014-2020 w celu poprawy dostępu do przystępnej cenowo i wysokiej jakości 
opieki.

PRIORYTETY I DZIAŁANIA EFS
EFS wspiera działania na rzecz integracji społecznej w Polsce poprzez siedemnaście programów operacyjnych. 
Działania CT9 w Polsce koncentrują się na celach zatrudnienia, podnoszeniu podstawowych umiejętności, 
dostępie  do  podstawowej  edukacji  szkolnej  i  usług,  przedsiębiorczości  społecznej  oraz  działaniach 
wpływających na postawy i systemy.

 Na działania w zakresie integracji 
społecznej przeznaczono w sumie

3,2

miliarda euro.

Wkład  UE  stanowi  dużą 
część tego finansowania:

2,7 

miliona euro

Fundusze  EFS  wspierają  realizację  działań  w  zakresie  zmniejszania  ubóstwa  i  wzmacniania  integracji 
społecznej w celu integracji osób na rynku pracy i zmniejszenia nierówności w dostępie do usług społecznych.

Wsparcie EFS na rzecz integracji społecznej dotyczy w szczególności następujących kwestii:

Wspieranie  integracji  społecznej  i  poprawa  dostępu  do  rynku  pracy  dla  osób 
wykluczonych  lub  zagrożonych  ubóstwem  i  wykluczeniem  społecznym,  poprzez  realizację 
kompleksowych programów aktywizacyjnych;

Zwiększenie dostępu i dostępności usług społecznych (np. usług środowiskowych, opieki 
zdrowotnej i opieki zastępczej) dla osób zagrożonych ubóstwem lub wykluczeniem społecznym;

Wzmocnienie roli podmiotów ekonomii społecznej w aktywizowaniu osób w niekorzystnej 
sytuacji i świadczeniu usług społecznych.

W latach 2014-2018 fundusze przyznane na wybrane projekty koncentrowały się głównie na działaniach 
z zakresu aktywnej integracji i zwiększaniu dostępu do usług społecznych.

42%

42%

14% 2%

Działania na rzecz aktywnej integracji - 42%

0%

20%

40%

60%

80%

100%

Zwiększenie dostępu do usług społecznych - 42 %.

Promocja przedsiębiorczości społecznej - 14%

Strategie  rozwoju  lokalnego  kierowanego  przez 
społeczność - 2%

POLSKA
Wsparcie dla integracji społecznej: 2014-2018

EUROPEJSKI FUNDUSZ SPOŁECZNY

STAN AKTUALNY
W latach od 
2014 do 2018,

493

miliony euro
to wydana kwota.

Całkowita liczba 
zarejestrowanych 
udziałów odpowiada

323

tysięcy.

Wartości docelowe dla 
uczestnictw do 2023 
roku osiągnięto w

35%.

PROFILOM UCZESTNIKÓW, KTÓRZY OTRZYMALI WSPARCIE

Bezrobotni
30%

Zatrudnieni
23%

Niekatywni 
zawodowo

47%

Wykształce
nie wyższe
19%

Wykształcenie 
wyższe/policealne

40%

Bez wykształcenia
8%

Szkolnictwo 
podstawowe / 
gimnazjum
33%

Bezrobotni - 95 906   
Bierni zawodowo - 152 999  
Zatrudnieni, w tym pracujący na własny rachunek - 74 523   Wykształcenie wyższe - 62 612 

Wykształcenie podstawowe lub średnie I stopnia - 105 308 
Wyższe wykształcenie średnie lub policealne - 130 792  

Bez wykształcenia - 24 716 

60% uczestnictw przypadało na kobiety
REZULTATY
Ogółem do końca 2018 r. dzięki wsparciu EFS na rzecz włączenia społecznego osiągnięto 

108 741 wspólnych wyników. 
64 617   

osiągniętych 
rezultatów 
bezpośrednich

Zaangażowani w poszukiwanie pracy

W kształceniu lub szkoleniu

Uzyskali kwalifikacje

Zatrudnieni

10%

1%

54%

35%

44 124 

osiągniętych 
rezultatów 
długoterminowych

Zatrudnieni

W lepszej sytuacji na rynku pracy

80%

20%

Początkowa tendencja do rekrutowania osób, które mają większe szanse na zatrudnienie zamiast docierania 
do  grup  najbardziej  zagrożonych,  została  skorygowana  w  celu  osiągnięcia  zrównoważonej  sytuacji  w 
zakresie trwałego zatrudnienia dla grup w niekorzystnej sytuacji.

Pozytywne wyniki związane z edukacją uzyskane w ramach działań EFS wspierających najmłodszych lub 
osoby opuszczające zakłady karne.

Osiągnięcie wartości docelowych na 2023 r. dla rezultatów specyficznych: 15% 

POLSKA
Wsparcie dla integracji społecznej: 2014-2018

EUROPEJSKI FUNDUSZ SPOŁECZNY

DOTYCHCZASOWE WNIOSKI

Partnerstwo i zaangażowanie na 
poziomie lokalnym

EFS  wspiera  współpracę  pomiędzy  różnego 
rodzaju  podmiotami  -  takimi  jak  instytucje 
zaangażowane  w  aktywizację  społeczną  oraz 
Powiatowe Urzędy Pracy - poprzez promowanie 
wielosektorowych projektów partnerskich.

Wspieranie nowych grup docelowych

Lista  grup  docelowych,  do  których  docierał 
EFS,  rozszerzała  się,  poszerzając  i  pogłębiając 
rozszerzono  na 
udzielane  wsparcie.  Listę 
przykład o osoby starsze. 

Dotarcie do zamierzonych grup 
docelowych
Dostęp  do  rynku  pracy  różni  się  znacznie  w 
regionach  oraz  pomiędzy 
poszczególnych 
nimi,  co  prowadzi  do 
różnych  poziomów 
bezrobocia. Aby zaradzić tej sytuacji, konieczne 
jest  preferencyjne 
traktowanie  obszarów 
peryferyjnych,  aby  zapewnić  grupie  docelowej 
możliwość zdobycia odpowiednich kompetencji i 
kwalifikacji pozwalających na zaangażowanie się 
w rynek pracy, w tym w gospodarkę społeczną. 

DODATKOWE INFORMACJE
EFS w Polsce https://ec.europa.eu/esf/main.jsp?catId=393&langId=en 

Strona internetowa EFS Polska http://www.power.gov.pl/

Komisja Europejska, 2020. Badanie wspierające ocenę 2020 dotyczącą promowania 
włączenia społecznego, walki z ubóstwem i wszelką dyskryminacją przez Europejski 
Fundusz Społeczny (cel tematyczny 09)

Bieńkowska i in. (2018). Metaanaliza ocen oceniających wsparcie z EFS w Polsce 
(edycja 2018). 

Ministerstwo Inwestycji i Rozwoju (2016) Meta-analiza wyników badań 
ewaluacyjnych dotyczących oceny wsparcia z EFS - Raport częściowy 2016.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination.  During  the  period  2014-2018,  the  EU  and  Portugal  spent  a  combined  total  of 
470 Million Euro in ESF investments for social inclusion. As a result, 184 thousand participations 
in social inclusion activities have taken place in Portugal. This factsheet summarises the main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

PORTUGAL 

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

27.5

26.6

25.1

23.3

21.6

21.8

2014

2015

2016

2017

2018

EU Average
(2018)

Persons with (some or severe) disability who perceive their 
health as bad or very bad, %  

48.1

45.8

43.7

42.0

42.0

2014

2015

2016

2017

2018

Employment rate of women, % 

64.2

65.9

67.4

69.8

72.1

2014

2015

2016

2017

2018

30.5

EU Average
(2018)

67.4

EU Average
(2018)

 ▶ Portugal  witnessed  a  decline  in  the 
proportion of people at risk of poverty 
or social exclusion.

 ▶ The  share  of  people  with  an  activity 
limitation  or  disability  who  consider 
their  health  condition  to  be  poor 
declined gradually.

 ▶ The  employment  rate  of  women 
increased over the 2014 to 2018 period. 

Young people neither in employment nor in education and training, % 

12.3

11.3

10.6

9.3

8.4

2014

2015

2016

2017

2018

10.5

EU Average
(2018)

 ▶ The proportion of young people aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training  declined  to  less  than  the  EU 
average by 2018.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

PORTUGAL
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  Portugal 2020 is an important public policy instrument to stimulate the country’s 
economy and improve the social aspects of Portuguese society. Specifically, financial aid provided by 
the EU will be distributed through this Strategy to support the achievement of Europe 2020 targets in 
particular to increase of the overall employment rate, reduce the level of early leavers from education 
and training, and decrease the poverty and exclusion rate significantly.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Portugal through eight Operational Programmes. TO9 operations 
in the country are focused on employment objectives, enhancing basic skills, access to basic school education 
and services, social entrepreneurship and measures influencing attitudes and systems.

1.9 

Billion Euro are budgeted in total 
for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

1.6  

Billion Euro

ESF funds support the implementation of measures on reducing poverty and enhancing social inclusion with 
a view to integrate individuals into the labour market and reduce inequality.
In particular, ESF support to social inclusion concerns the following:

In particular, ESF support to social inclusion concerns the following:

Increase the number of people integrated into the labour market through development 
of skills such as basic reading, writing and numeracy skills as well as the use of ICT;

Prevent and combat multiple discrimination with particular relevance for persons with 
disabilities, domestic and gender-based violence and promote gender equality;

Improve the quality and diversify the provision of social services, aimed at promoting 
the autonomy of the elderly and persons with disabilities. In particular, OPs foster rehabilitation 
of young people and their families exposed to psychosocial problems;

Promote entrepreneurship and social innovation to improve the responsiveness of social 
economy organisations and foster economic activities aimed at meeting unmet social needs;

Strengthen community-led local development by fostering local partnerships to promote 
equal opportunities in access to education and improve the educational success of students.

From 2014 to 2018 the funds allocated to selected projects focused solely on enhancing access to social 
services and active inclusion measures. 

88%

7% 3%1%1%

Active inclusion measures - 88%

Enhance access to social services - 7%

Promotion of social entrepreneurship - 3%

Combat discrimination - 1%

0%

20%

40%

60%

80%

100%

Community-led local development strategies - 1%

PORTUGAL
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

470

Million Euro
were spent.

The total number of recorded 
participations corresponds to

thousand.

184

 26%

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
2%

Inactive
23%

Without educational attainment
4%

Tertiary 
education

10%

Primary / Lower 
secondary 
education
59%

Unemployed
75%

Upper/Post 
secondary 
education
27%

Unemployed - 138,138    
Inactive - 41,743  
Employed, including self-employed - 4,399  

24,233 above 54 years   
12,839 participants with disabilities* 
60% of the participations were by women

Primary or lower secondary education  - 109,483  
Upper secondary or post-secondary education - 50,047    
Tertiary education - 17,894  
Without education attainment - 6,856   

64,006 from rural areas 
59 projects with social partners or NGOs 

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

61,068 common results were generated by ESF support to social inclusion  
29,810    

31,258 

immediate results 
were achieved

          by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

In employment

2%

32%

66%

In employment

100%

A  sizeable  portion  of  the  country’s  unemployed  found  sustainable  employment  through  ESF  supported 
interventions - a large number of participations stayed in employed six months after leaving ESF operations.

 
 
 
PORTUGAL
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR

Delays in implementation

Adequate job creation

The  delayed 
implementation  hindered  the 
possibility  to  expand  the  reach  of  ESF  support 
to  new  target  groups  whose  inclusion  would 
require  new  types  of  activities  as  well  as  the 
development of innovative actions. 

ESF funding provided support to different types 
of beneficiaries ranging from Small and Medium 
Enterprises as agents of job creation as well as 
public administration and services with specific 
responsibilities in the area of social inclusion. 

Effective communication strategy

communication 

The  diversified 
strategies 
ensured  a  high  visibility  and  a  high  level  of 
awareness about ESF support for social inclusion 
and  the  operations  implemented  at  the  local, 
regional and national levels.

ADDITIONAL INFORMATION
The ESF in the Portugal https://ec.europa.eu/esf/main.jsp?catId=394&langId=en

Website of the ESF Portugal http://poise.portugal2020.pt/inicio

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

O FUNDO SOCIAL EUROPEU
Apoio à Inclusão Social: 2014 - 2018

RESUMO
O  Fundo  Social  Europeu  (FSE)  visa  promover  a  inclusão  social,  combatendo  a  pobreza  e  a 
discriminação. Durante o período de 2014 a 2018, a UE e Portugal alocaram, em conjunto, um 
total de 470 milhões de euros em investimentos FSE para inclusão social. Daí resultaram 184 mil 
participações em atividades de inclusão social em Portugal. Esta ficha informativa sumariza as 
principais ações, realizações, resultados e lições retiradas durante esse período no que se refere 
à implementação de medidas de inclusão social do FSE cofinanciadas pela UE.

PORTUGAL 

CONTEXTO SOCIO-ECONÓMICO E DESAFIOS
Pessoas em risco de pobreza ou exclusão social, % 

27.5

26.6

25.1

23.3

21.6

2014

2015

2016

2017

2018

21.8

Média UE
(2018)

Pessoas com (alguma ou forte) incapacidade, que consideram a 
sua saúde precária ou muito precária, %  

48.1

45.8

43.7

42.0

42.0

2014

2015

2016

2017

2018

Taxa de emprego das mulheres, % 

64.2

65.9

67.4

69.8

72.1

2014

2015

2016

2017

2018

30.5

Média UE
(2018)

67.4

Média UE
(2018)

 ▶ Portugal 

registou  um  declínio  na 
proporção  de  pessoas  em  risco  de 
pobreza ou exclusão social.

 ▶ A  percentagem  de  pessoas  com 
limitação  de  atividade  ou 
uma 
incapacidade, que consideram o seu 
estado de saúde precário, diminuiu 
gradualmente.

 ▶ A  taxa  de  emprego  das  mulheres 
aumentou ao longo do período de 2014 
a 2018. 

Jovens não empregados nem a frequentar o ensino ou formação, % 

12.3

11.3

10.6

9.3

8.4

2014

2015

2016

2017

2018

10.5

Média UE
(2018)

 ▶ A  proporção  de  jovens  com  idades 
entre 15 e 24 anos que não estavam 
empregados  nem  a  estudar  ou  em 
formação  diminuiu  para  menos  da 
média da UE em 2018.

NOTAS EXPLICATIVAS
•  Os números representam a situação das ações FSE no âmbito das Prioridades de Investimento 9i, 9ii, 9iii, 9iv, 9v e 9vi para o período de programação 2014-
2020 implementado até dezembro de 2018, conforme reportado no sistema de monitorização SFC2014 a 10 de dezembro de 2019. Em muitos casos, as 
ações ainda não estão concluídas. Por conseguinte, são fornecidos meramente como indicação do progresso.

•  O cumprimento das metas é calculado através da divisão das realizações e resultados alcançados pelas metas traçadas nos Programas Operacionais. As 

metas devem ser alcançadas até 2023.

•  Dado  que  determinada  pessoa  pode  participar  em  mais  do  que  uma  ação  FSE  ao  longo  do  tempo,  é  reportado  o  número  de  participações  e  não  de 

participantes. Estes números excluem a componente de Assistência Técnica.

•  Os dados dos participantes são recolhidos no início de uma intervenção. Os dados relativos a resultados são recolhidos no final de uma operação ou até 
após terminada a mesma. Devido a este hiato de tempo, os dois conjuntos de dados (participações e resultados) não devem ser comparados diretamente.
•  A avaliação identificou seis tipos de operações TO9: Tipo 1: Ações focadas no emprego; Tipo 2: Melhoramento das competências básicas; Tipo 3: Ensino básico; 

Tipo 4: Acesso a serviços; Tipo 5: Empreendedorismo social; Tipo 6: Ações que influenciam atitudes e sistemas.

PORTUGAL
Apoio à Inclusão Social: 2014-2018

O FUNDO SOCIAL EUROPEU

Resposta Política: Portugal 2020 é um instrumento de política pública importante para estimular a 
economia do país e melhorar os aspetos sociais da sociedade portuguesa. Em termos específicos, a 
ajuda financeira da UE será distribuída através desta estratégia com vista a apoiar o alcance das metas 
Europa  2020,  em  particular  para  aumentar  a  taxa  de  emprego  global,  reduzir  o  nível  de  indivíduos 
que abandonam precocemente o ensino e formação e reduzir significativamente a taxa de pobreza e 
exclusão.
PRIORIDADES E AÇÕES FSE
O FSE apoia ações de inclusão social em Portugal, através de oito Programas Operacionais. As operações 
TO9 no país estão focadas nos objetivos de emprego, melhoramento das competências básicas, medidas 
para combater a descriminação, empreendedorismo social e medidas que influenciam atitudes e sistemas.

total,  estão 

No 
orçamentados 

1,9 

mil  milhões  de  euros 
para  ações  de  inclusão 
social

A  contribuição  da  UE  é 
uma  grande  parte  deste 
financiamento:

1,6

mil milhões 
de euros

Os fundos FSE apoiam a implementação de medidas para reduzir a pobreza e melhorar a inclusão social, 
com vista a integrar indivíduos no mercado de trabalho e a reduzir a desigualdade.
Em particular, o apoio do FSE à inclusão social abrange o seguinte:

Em particular, o apoio do FSE à inclusão social abrange o seguinte:

Aumentar  o  número  de  pessoas  integradas  no  mercado  de  trabalho  através  do 
desenvolvimento de aptidões como competências básicas de literacia e numeracia, bem como 
a utilização de ICT;
Prevenir  e  combater  descriminação  múltipla  com  especial  relevância  para  as  pessoas 
com  incapacidades,  violência  doméstica  e  baseada  no  género  e  promover  a  igualdade  de 
género;

Melhorar a qualidade e diversificar a provisão de serviços sociais , com vista a promover 
a  autonomia  dos  idosos  e  das  pessoas  com  deficiência.  Em  particular,  os  PO  fomentam  a 
reabilitação de jovens e suas famílias expostos a problemas psicossociais;
Promover  o  empreendedorismo  e  a  inovação  social  para  melhorar  a  capacidade  de 
resposta de organizações socioeconómicas e fomentar atividades económicas destinadas a 
satisfazer necessidades sociais não atendidas;
Fortalecer o desenvolvimento local a nível da comunidade, incentivando parcerias locais 
para promover oportunidade iguais no acesso à educação e melhorar o sucesso educacional 
dos alunos.

De  2014  a  2018,  os  fundos  atribuídos  a  projetos  selecionados  centraram-se  unicamente  no 
melhoramento do acesso a serviços sociais e a medidas ativas de inclusão. 

88%

7% 3%1%1%

Medidas ativas de inclusão - 88%

0%

20%

40%

60%

80%

100%

Melhoramento do acesso a serviços sociais - 7%

Promoção de empreendedorismo social - 3%

Combate à descriminação - 1%

Estratégias  de  desenvolvimento  local  lideradas 
pela comunidade - 1%

PORTUGAL
Apoio à Inclusão Social: 2014-2018

O FUNDO SOCIAL EUROPEU

PONTO DA SITUAÇÃO
Entre 2014 e 2018, 
Foram gastos

470

milhões de euros
.

O número total de participações 
registadas corresponde a

mil.

184

Cumprimento das metas 
de participação até 2023

26%

PERFIS DOS PARTICIPANTES AO RECEBEREM APOIO

Empregados

2%

Inativos

23%

Sem habilitações escolares
4%

Ensino 
superior

10%

Ensino 
primário/
básico
59%

Desempregados
75%

Ensino 
secundário 
superior/pós-
secundário
27%

Desempregados - 138.138    
Inativos - 41.743  
Empregados, incluindo por conta própria - 4.399  

Ensino primário ou básico - 109.483  
Ensino secundário ou pós-secundário - 50.047    
Ensino superior - 17.894  
Sem habilitações escolares - 6.856   

24.233 acima de 54 anos de idade    64.006 de zonas rurais 
12.839 participantes com deficiência* 
60% dos participantes foram mulheres

59 projetos com parceiros sociais ou ONGs 

*Os números poderão estar aquém dos valores reais devido à não disponibilização de informação pessoal por parte de participantes
RESULTADOS
Em termos gerais, foram gerados 

61.068  resultados comuns pelo apoio do FSE à inclusão social até ao final 
29.810    

31.258 

resultados 
imediatos

de 2018.

resultados a longo 
prazo

Empenhados na procura de emprego

Em ensino e formação

Em emprego

2%

32%

66%

Em emprego

100%

Uma porção considerável dos indivíduos desempregados do país encontraram emprego sustentável através 
de intervenções apoiadas pelo FSE - um grande número de participantes permaneceram empregados seis 
meses após abandonarem operações FSE.

PORTUGAL
Apoio à Inclusão Social: 2014-2018

O FUNDO SOCIAL EUROPEU

LIÇÕES EXTRAÍDAS ATÉ À DATA

Atrasos na implementação

Criação de emprego adequado

implementação 

O  atraso  da 
impediu  a 
possibilidade  de  expandir  o  alcance  do  apoio 
FSE  a  novos  grupos  alvo  cuja  inclusão  iria 
requerer novos tipos de atividades, bem como o 
desenvolvimento de ações inovadoras. 

Estratégia de comunicação eficaz

As  estratégias  de  comunicação  diversificadas 
asseguraram  uma  elevada  visibilidade  e  um 
elevado  nível  de  conscientização  sobre  o 
apoio  FSE  para  inclusão  social  e  as  operações 
implementadas a nível local, regional e nacional.

O  financiamento  FSE  proporcionou  apoio  a 
diferentes  tipos  de  beneficiários,  abrangendo 
Pequenas  e  Médias  Empresas    como  agentes 
de  criação  de  postos  de  trabalho,  bem 
como  administração  pública  e  serviços  com 
responsabilidades  específicas  na  área  da 
inclusão social. 

INFORMAÇÃO ADICIONAL
O FSE em Portugal https://ec.europa.eu/esf/main.jsp?catId=394&langId=en

Sítio de Internet do FSE Portugal http://poise.portugal2020.pt/inicio

Comissão Europeia, 2020. Estudo de apoio à avaliação de 2020 da promoção da 
inclusão social, combate à pobreza e qualquer discriminação pelo Fundo Social 
Europeu (Objetivo Temático 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Romania spent a combined total of 522 
Million Euro in ESF investments for social inclusion. As a result, about 32 thousand participations 
in social inclusion activities have taken place in Romania. This factsheet summarises the main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

ROMANIA

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

40.3

37.4

38.8

35.7

32.5

2014

2015

2016

2017

2018

Unemployment rate of those from rural areas, %

6.8

6.8

5.9

4.9

4.2

2014

2015

2016

2017

2018

Housing deprivation rate in rural areas, %

29.4
2.8

29.8
3

30.9
3

28.6

26.1

2

2014

2015

2016

2017

Long-term unemployed, %

2.8

3.0

3.0

2.0

2014

2015

2016

2017

1.8

2018

1.8

2018

21.8

EU Average
(2018)

6.8

EU Average
(2018)

2.9
5.0

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty  or  social  exclusion  declined 
steadily  while  remaining  above  the  EU 
average in 2018.

 ▶ The  share  of  unemployed  people 
in  rural  areas  was  less  than  the  EU 
average in 2018.

 ▶ The  share  of  people  experiencing 
housing  deprivation  in  rural  areas 
was the highest in the EU in 2014 and 
2018. 

 ▶ The rate of long-term unemployment 
was less than the EU average in 2018.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

ROMANIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  The  minimum  guaranteed  income  is  one  of  the  most  important  programmes  for 
promoting social inclusion and combating poverty in Romania. The law was amended in 2018 to introduce 
conditions on eligibility. Family support allowance was introduced in 2011 and the granting of the right 
was  simplified  in  2016.  Social  tickets  to  stimulate  the  participation  of  children  from  disadvantaged 
families in preschool was introduced in 2016. 

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Romania through one national Operational Programme. TO9 
operations in the country are focused on employment objectives, enhancing access to basic school education 
and services, social entrepreneurship and measures influencing attitudes and systems.

1.3

Billion Euro are budgeted in total 
for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

1.1

Billion Euro

ESF  funds  support  the  integration  of  socially  excluded  persons  into  the  labour  market  and  fosters  the 
development of social enterprises and community-led development.

In particular, ESF support to social inclusion concerns the following:

Integration  of  marginalised  groups  into  the  community  and  on  the  labour  market 
through  apprenticeships,  social  insertion  enterprises,  allocation  of  micro-grants  to  support 
entrepreneurship within the community;

Provide  integrated  support  services  to ensure the transition from institutionalised care 
services to community-level services;

Support  the  establishment  and  the  development  of  social  enterprises  through 
partnerships with relevant actors in the labour market and developing cooperation networks 
with other social entities;

Integrate  people  from  marginalised  communities  (e.g.  Roma  people  and  migrants)  by 
implementing integrated measures and community-led local developments.

From 2014 to 2018 the funds allocated to selected projects focused mainly on enhancing access to 
social services.

65%

34%

Enhance access to social services - 65%

Support to marginalised communities - 34%

Community-led local development strategies - 0.9%

Promotion of social entrepreneurship- 0.01%

0%

20%

40%

60%

80%

100%

ROMANIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

522

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

thousand.

32

1%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
10%

Unemployed
7%

Inactive
83%

Without educational attainment

19%

Tertiary 
education
2%

Upper/Post 
secondary 
education
20%

Primary / 
Lower 
secondary 
education

59%

Unemployed - 2,411
Inactive - 26,751
Employed, including self-employed -3,279

Primary or lower secondary education  - 19,033
Upper secondary or post-secondary education - 6,496
Tertiary education - 748
Without education attainment - 6,164

15,445 migrants and ethnic minorities 

including Roma*

8,178 other disadvantaged participants

21,899 participations from rural areas 28 projects with social partners or NGOs
56% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

188 common results were generated by ESF support to social inclusion by the end of 2018.
178  

longer-term results 
were achieved

immediate results 
were achieved

10 

Most  social  inclusion  actions  that  successfully  promoted  positive  labour  market  outcomes  involved  the 
provision of support to social economy entities.

ROMANIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Coherence with national priorities
ESF support for social inclusion are in line with 
national  measures  to  stimulate  the  financing 
of  social  investments  and  to  improve  the 
awareness of social rights.

Flexibility in implementation
ESF  support  to  social  inclusion  permits  the 
modification of activities to ensure that needs, 
that were not identified at the time of preparing 
the  project,  can  be  addressed  once  later 
identified.

Coordination with national strategies
Measures  funded  by  ESF  support  to  social 
inclusion  were  based  on  national  strategies 
focused  on  relevant  target  groups  including 
the  Roma  and  other  vulnerable  groups  lacking 
access  to  adequate  healthcare  and  social 
services.

ADDITIONAL INFORMATION
The ESF in Romania https://ec.europa.eu/esf/main.jsp?catId=395

Website of the ESF Romania http://www.fonduri-ue.ro/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

FONDUL SOCIAL EUROPEAN
Sprijin pentru incluziunea socială: 2014-2018

REZUMAT
Fondul Social European (FSE) are ca obiective promovarea incluziunii sociale, combaterea sărăciei 
și a discriminării. În perioada 2014-2018, UE și România au cheltuit un total de 522 de milioane de 
euro în investiții FSE destinate incluziunii sociale. Prin urmare, în România au avut loc aproximativ 
32  000  de  participări  la  activități  de  incluziune  socială.  Această  fișă  sintetizează  principalele 
acțiuni, realizări, rezultate și lecții învățate de la punerea în aplicare a măsurilor FSE de incluziune 
socială cofinanțate de UE.

ROMÂNIA

CONTEXT SOCIO-ECONOMIC ȘI PROVOCĂRI ÎNTÂLNITE
Persoane expuse riscului de sărăcie sau de excluziune socială, %

40.3

37.4

38.8

35.7

32.5

2014

2015

2016

2017

2018

21.8

Media UE
(2018)

Rata șomajului în rândul persoanelor din zonele rurale, %

6.8

6.8

5.9

4.9

4.2

2014

2015

2016

2017

2018

Rata privării de locuință în zonele rurale, %

29.4
2.8

29.8
3.0

30.9
3.0

28.6

2.0

26.1

1.8

2014

2015

2016

2017

2018

Șomeri de lungă durată, %

2.8

3.0

3.0

2.0

1.8

2014

2015

2016

2017

2018

6.8

Media UE
(2018)

2.9
5.0

Media UE
(2018)

2.9

Media UE
(2018)

 ▶ Proporția persoanelor expuse riscului 
de sărăcie sau de excluziune socială 
a  scăzut  în  mod  constant,  rămânând 
peste media UE în 2018.

 ▶ Proportia șomerilor din zonele rurale 

s-a situat sub media UE în 2018.

 ▶ Proportia  persoanelor 

se 
confruntă cu privarea de locuință în 
zonele rurale a fost cel mai ridicat din 
UE în 2014 și 2018. 

care 

 ▶ Proportia  șomerilor  de  lungă  durată 

s-a situat sub media UE în 2018.

NOTE EXPLICATIVE
•  Cifrele prezintă situația operațiunilor FSE în cadrul Priorităților de investiții 9i, 9ii, 9iii, 9iv, 9v și 9vi pentru perioada de programare 2014-2020 implementată 
până în decembrie 2018, astfel cum este raportat în sistemul de monitorizare SFC2014 până la 10 decembrie 2019. În multe cazuri, operațiunile nu sunt 
încă finalizate în această etapă. Acestea sunt furnizate doar ca o indicație a progresului.

•  Țintele atinse sunt calculate împărțind realizările și rezultatele la țintele stabilite în Programele operaționale. Obiectivele stabilite trebuie atinse până în 

2023.

•  Întrucât o persoană ar putea participa de mai multe ori la operațiunile FSE, se raportează proportia de participări, iar nu proportia de participanți. Aceste cifre 

nu includ asistența tehnică.

•  Datele participanților sunt colectate la începutul unei intervenții. Datele privind rezultatele sunt colectate la sfârșitul unei operațiuni sau chiar mai târziu. Din 

cauza acestui interval de timp, cele două seturi de date (participări și rezultate) nu ar trebui comparate direct.

•  Evaluarea a identificat șase tipuri de operațiuni TO9: Tipul 1: Acțiuni axate pe ocuparea forței de muncă; tipul 2: Îmbunătățirea competențelor de bază; tipul 

3: Educația școlară elementară; tipul 4: Accesul la servicii; tipul 5: Antreprenoriat social; tipul 6: Acțiuni de influențare a atitudinilor și sistemelor.

ROMÂNIA
Sprijin pentru incluziunea socială: 2014-2018

FONDUL SOCIAL EUROPEAN

Răspunsul  de  politică  publică:  Venitul  minim  garantat  constituie  unul  dintre  cele  mai  importante 
programe  de  promovare  a  incluziunii  sociale  și  de  combatere  a  sărăciei  în  România.  Legea  a  fost 
modificată în 2018 prin introducerea condițiilor privind eligibilitatea. Alocația de sprijin familial a fost 
introdusă în 2011, iar acordarea acestui drept a fost simplificată în 2016. Tichetele sociale pentru a 
stimula participarea copiilor din familiile defavorizate la învățământul preșcolar au fost introduse în 
2016. 

PRIORITĂȚI ȘI ACȚIUNI FSE
FSE sprijină acțiunile de incluziune socială în România prin intermediul unui Program operațional național. 
Operațiunile TO9 din țară se axează pe obiective de ocupare a forței de muncă, îmbunătățirea accesului 
la educația școlară elementară și servicii, antreprenoriatul social și măsurile de influențare a atitudinilor și 
sistemelor.

1,3

miliarde  de  euro  în  total  sunt 
bugetate  pentru  acțiunile  de 
incluziune socială

Contribuția  UE  constituie  o 
proporție  semnificativă  a 
acestei finanțări:

1,1

miliarde de euro

Fondurile FSE sprijină integrarea pe piața muncii a persoanelor excluse social și favorizează dezvoltarea 
întreprinderilor sociale și dezvoltarea plasată sub responsabilitatea comunității.

În special, sprijinul FSE pentru incluziunea socială vizează următoarele aspecte:

Integrarea  grupurilor  marginalizate  în  comunitate  și  pe  piața  muncii  prin  ucenicii, 
întreprinderi de inserție socială, alocarea de microgranturi pentru sprijinirea antreprenoriatului 
în cadrul comunității;

Furnizarea de servicii integrate de sprijin pentru asigurarea tranziției de la serviciile de 
asistență instituționalizată la serviciile la nivel comunitar;

Sprijinirea creării și dezvoltării întreprinderilor sociale prin intermediul parteneriatelor 
cu actorii relevanți de pe piața muncii și dezvoltarea rețelelor de cooperare cu alte entități 
sociale;

Integrarea persoanelor din comunitățile marginalizate (de exemplu, romii și migranții) 
prin punerea în aplicare a măsurilor integrate și a acțiunilor de dezvoltare locală plasată sub 
responsabilitatea comunității.

În perioada cuprinsă între 2014 și 2018, fondurile alocate unor proiecte selectate s-au axat în principal 
pe îmbunătățirea accesului la serviciile sociale.

65%

34%

Îmbunătățirea accesului la serviciile sociale - 65 %
Sprijinirea comunităților marginalizate - 34 %

0%

20%

40%

60%

80%

100%

Promovarea antreprenoriatului social - 0,01 %

Strategii 
locală 
responsabilitatea comunității - 0,9 %

dezvoltare 

de 

plasată 

sub 

ROMÂNIA
Sprijin pentru incluziunea socială: 2014-2018

FONDUL SOCIAL EUROPEAN

STAREA DE FAPT
Între 2014 și 
2018,

522

milioane de euro
au fost cheltuite.

Entităților de economie socială 
corespunde unui număr aproximativ 
de

mii.

32 1 %

Realizarea țintelor de 
participare pentru 2023.

PROFILE DE PARTICIPANȚI LA PRIMIREA SPRIJINULUI

Persoane angajate

10%

Șomeri
7%

Fără absolvirea unei forme de învățământ
19%

Persoane 
inactive
83%

Învățământ 
terțiar

2%

Învățământ 
liceal/postliceal
20%

Învățământ 
primar/învăță
mânt 
secundar 
inferior
59%

Șomeri - 2 411
Persoane inactive - 26 751
Persoane  angajate,  inclusiv  persoane  care  desfășoară 
activități independente - 3 279

Învățământ primar sau învățământ secundar inferior - 19 033
Învățământ liceal sau postliceal - 6 496
Învățământ terțiar - 748
Fără absolvirea unei forme de învățământ - 6 164

15 445 migranți și minorități etnice, 

inclusiv romi*

8 178 alți participanți defavorizați

21 899 participări din zonele rurale
56 % dintre participări au fost din rândul femeilor

28 de proiecte cu parteneri sociali sau ONG-uri

*Este posibil ca cifrele să fie subraportate ca urmare a nefurnizării de către participanți a informațiilor personale.

REZULTATE
În total, 

188 de rezultate comune au fost generate de sprijinul FSE pentru incluziunea socială până la  

 sfârșitul anului 2018.

178  

de rezultate 
imediate au fost 
obținute

10 

rezultate pe termen 
mai lung au fost 
obținute

Majoritatea acțiunilor de incluziune socială care au promovat cu succes realizări pozitive pe piața muncii au 
inclus furnizarea de sprijin entităților economice sociale.

 
 
ROMÂNIA
Sprijin pentru incluziunea socială: 2014-2018

FONDUL SOCIAL EUROPEAN

LECȚII ÎNVĂȚATE
Coerența cu prioritățile naționale
Acțiunile de sprijin FSE pentru incluziunea socială 
sunt  în  concordanță  cu  măsurile  naționale  de 
stimulare  a  finanțării  investițiilor  sociale  și  de 
creștere a gradului de sensibilizare cu privire la 
drepturile sociale.

Flexibilitatea în implementare
Sprijinul FSE pentru incluziunea socială permite 
modificarea  activităților  pentru  a  asigura  că 
nevoile care nu au fost identificate la momentul 
pregătirii proiectului pot fi luate în considerare 
ulterior, odată ce vor fi identificate.

Coordonarea cu strategiile naționale
Măsurile  finanțate  prin  intermediul  sprijinului 
FSE  pentru  incluziunea  socială  s-au  bazat 
pe  strategii  naționale  axate  pe  grupuri-
țintă  relevante,  inclusiv  romi  și  alte  grupuri 
vulnerabile,  fără  acces  la  servicii  medicale  și 
sociale adecvate.

INFORMAȚII SUPLIMENTARE
FSE în România https://ec.europa.eu/esf/main.jsp?catId=395

Site-ul FSE România http://www.fonduri-ue.ro/

Comisia Europeană, 2020. Studiu care susține evaluarea din 2020 a promovării 
incluziunii sociale, combaterii sărăciei și a oricărei discriminări de către Fondul 
social european (Obiectiv tematic 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Sweden spent a combined total of 90 
Million Euro in ESF investments for social inclusion. As a result, 12 thousand participations in social 
inclusion  activities  have  taken  place  in  Sweden.  This  factsheet  summarises  the  main  actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

SWEDEN

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

 ▶ The  proportion  of  people  at  risk  of 
poverty or social exclusion was less 
than the EU average

18.2

18.6

18.3

17.7

18.0

2014

2015

2016

2017

2018

Long-term unemployment, %

1.4

2014

1.5

2015

1.3

2016

1.2

2017

1.1

2018

21.8

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ The rate of long-term unemployment 
declined  and  remained  lower  than  the 
EU average.

Young people neither in employment nor in education and 
training, %

7.2

2014

6.7

2015

6.5

2016

6.2

2017

6.0*

2018

10.5

EU Average
(2018)

*break in time series

 ▶ The proportion of young  people  aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training  declined  slightly  more  rapidly 
than the EU average.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

SWEDEN
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: National policy measures to increase labour market participation and reduce social 
exclusion  are  aimed  at  reducing  long-term  sickness  related  absenteeism  through  rehabilitation 
programs, increasing the employment rate of older workers, extending allowances for households with 
low economic standards, amending the current disability policy, combating homelessness and ensuring 
equal access to health care. 

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Sweden through one national Operational Programme focused 
on employment objectives, access to services,  social entrepreneurship and measures influencing attitudes 
and systems.

305

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

153

Million Euro

ESF funds support integration of socially excluded persons  into the labour market and fosters community-
led development to enhance participation into the local labour market.

In particular, ESF support to social inclusion concerns the following:

Develop  specialised  support  activities  to  increase  employment  opportunities  and 
employability as well as enrolment in education for groups at risk of poverty or social exclusion 
such as the long-term unemployed, NEETs, new migrants and marginalised groups

Enhance  participation  in  the  local  labour  market  through  provision  of  information, 
vocational training and internships as well as fostering collaboration between local stakeholders.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures.

96%

4%

Active inclusion measures - 96%

Enhance access to social services - 4%

0%

20%

40%

60%

80%

100%

SWEDEN
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

90

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

thousand.

12

58%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed
0%

Inactive
31%

Without educational attainment

Tertiary 
education
17%

0%

Unemployed
69%

Upper/Post 
secondary 
education

22%

Primary / 
Lower 
secondary 
education
61%

Unemployed - 8,303
Inactive - 3,697
Employed, including self-employed -10

1,727 participations below 25 years
18 projects with social partners or NGOs
56% of the participations were by women

Primary or lower secondary education  - 7,342
Upper secondary or post-secondary education - 2,602
Tertiary education - 2,061
Without education attainment - 5

9,314 migrants and ethnic minorities 

including Roma*

*Figures may be under-reported due to non-provision of personal information from participants

RESULTS
Overall, 

5,015 common results were generated by ESF support to social inclusion by the end of 2018.
3,449  

1,566 

longer-term results 
were achieved

immediate results 
were achieved

Engaged in job search
In education and training

Gained a qualification
In employment

7%
24%

14%
55%

In employment

100%

Achievement of 2023 specific result targets: 48% 

SWEDEN
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Partnerships and engagement at 
the local level
Broad  collaboration  among  stakeholders  at 
the  regional/local  level  promotes  the  flexibility 
and  complementarity  of  ESF  support  as 
compared  with  more  traditional  labour  market 
interventions.

Tailored outreach
Engagement of stakeholders who can influence 
the target group (for example, leading policy and 
decision-makers  in  society,  employers,  officials 
at  operational  departments  of  implementing 
bodies)  promoted  the  effectiveness  of  ESF 
interventions,  in  particular  ESF  interventions 
related to attitudes and systems.

Gendered outcomes
Recorded short- and long-term result indicators 
support  the  view  that  ESF  actions  have  been 
appropriate to meet the needs of specific target 
groups,  with  overall  program  performance  in 
line with targets. However, a gender perspective 
is  needed  to 
improve  results  for  female 
participants. 

ADDITIONAL INFORMATION
The ESF in Sweden https://ec.europa.eu/esf/main.jsp?catId=396&langId=en

Website of the ESF Sweden https://www.esf.se/

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

EUROPEISKA SOCIALFONDEN
Stöd för social inkludering: 2014–2018

SAMMANFATTNING
Europeiska socialfonden (ESF) strävar efter att befrämja social inkludering, bekämpa fattigdom 
och  diskriminering.  Under  perioden  2014–2018  spenderade  EU  och  Sverige  tillsammans  90 
miljoner euro på ESF-investeringar i social inkludering. Följden är att 12 000 deltaganden i social 
inkludering har genomförts i Sverige. I faktabladet sammanfattar vi de huvudsakliga åtgärderna, 
outputs, resultaten och vilka lärdomar vi så långt kan dra av implementeringen av åtgärder för 
ESF:s sociala inkluderingsåtgärder som samfinansieras av EU.

SVERIGE

DET SOCIO-EKONOMISKA SAMMANHANGET OCH UTMANINGARNA
Personer som riskerar att drabbas av fattigdom eller social exkludering, %
riskerar 
att  drabbas  av  fattigdom  eller 
social  exkludering  var  mindre  än 
genomsnittet i EU

 ▶ Andelen  personer  som 

21.8

18.6

18.2

17.7

18.0

18.3

2014

2015

2016

2017

2018

EU-genomsnitt
(2018)

Långtidsarbetslösa, %

 ▶ Andelen  långtidsarbetslöshet  sjönk 
och förblev lägre än genomsnittet i EU.

1.4

2014

1.5

2015

1.3

2016

1.2

2017

1.1

2018

2.9

EU-genomsnitt
(2018)

Unga personer som varken är anställda, under utbildning 
eller på praktik, %

7.2

6.7

6.5

6.2

6.0*

2014

2015

2016

2017

2018

10.5

EU-genomsnitt
(2018)

 ▶ Andelen  unga  personer  i  åldrarna 
15–24  år  som  varken  hade  en 
genomgick 
eller 
anställning 
utbildning  eller  praktik  sjönk  något 
snabbare än genomsnittet i EU.

*uppehåll i tidsserie

FÖRKLARINGAR
•  Siffrorna presenterar läget för ESF-åtgärder under Investeringsprioritering 9i, 9ii, 9iii, 9iv, 9v och 9vi för programperioden 2014–2020 som implementerades 
fram till i december 2018, enligt registreringen i SFC2014-övervakningssystem 10 december 2019. I många fall är åtgärderna inte fullständigt klara vid det 
här stadiet. De publiceras endast för att specificera utvecklingen.

•  Måluppfyllelser beräknas genom att man delar outputs och resultatet med de mål som fastställts i åtgärdsprogrammen. Måluppfyllelsen har fastställts till 

2023.

•  Eftersom en person kan delta mer än en gång i ESF-åtgärder rapporteras antalet deltaganden, inte antalet deltagare. I dessa siffror ingår inte teknisk stöd.
•  Deltagaruppgifter  samlas  in  då  en  åtgärd  startar.  Uppgifter  om  resultat  samlas  in  i  slutet  av  en  åtgärd  eller  till  och  med  senare.  På  grund  av  den  här 

tidsfördröjningen ska man inte göra några direktjämförelser mellan dessa båda datasatserna (deltaganden och resultat).

•  Vid utvärderingen kunde man identifiera sex typer av TO9-åtgärder: Typ 1: Anställningsfokuserade åtgärder; typ 2: Förbättra grundläggande färdigheter; 
typ 3: Grundläggande utbildning inom skolväsendet; typ 4: Åtkomst till tjänster; typ 5: Socialt entreprenörskap; typ 6: Handlingar som påverkar attityder och 
system.

SVERIGE
Stöd för social inkludering: 2014–2018

EUROPEISKA SOCIALFONDEN

Politiska  åtgärder:  Nationella  politiska  åtgärder  för  att  öka  deltagandet  på  arbetsmarknaden  och 
sänka  den  sociala  exkluderingen  syftar  till  att  reducera  långtidsfrånvaron  från  arbetsmarknaden 
på  grund  av  sjukdom  med  hjälp  av  rehabiliteringsprogram,  öka  sysselsättningsgraden  bland  äldre 
personer, öka bidrag för hushåll med låg ekonomisk standard, ändra de nuvarande bestämmelserna om 
funktionsnedsättningar eller funktionshinder, ta strid mot hemlöshet och säkerställa likvärdig tillgång 
till sjukvården. 

ESF PRIORITERINGAR OCH ÅTGÄRDER
ESF stödjer åtgärder som syftar till social inkludering med hjälp av ett nationellt operativt program där 
fokus ligger på anställningsmål, tillgången till tjänster, socialt entreprenörskap och åtgärder som påverkar 
attityder och system.

305

miljoner  euro  har  totalt  sett 
budgeterats  för  åtgärder  som 
syftar till social inkludering

EU bidrar till en stor del med 
finansieringen:

153

miljoner euro

ESF  finansierar  integrering  av  socialt  exkluderade  personer  i  arbetsmarknaden  och  främjar  lokalt  ledd 
utveckling för att öka deltagandet på den lokala arbetsmarknaden.

ESF stödjer i synnerhet social inkludering inom följande områden:

Ta  fram  särskilda  stödåtgärder  för  att  öka  anställningsmöjligheterna  och  anställbarhet 
samt  inskrivning  i  utbildning  för  grupper  som  riskerar  att  hamna  i  fattigdom  eller  socialt 
utanförskap,  som  exempelvis  långtidsarbetslösa,  ungdomar  som  varken  har  en  anställning 
eller genomgår en utbildning eller praktik, nyanlända flyktingar och marginaliserade grupper

Öka  deltagandet  på  den  lokala  arbetsmarknaden  genom  att  lämna  ut  information, 
anordna  yrkesutbildningar  och  praktikplatser,  men  även  för  att  främja  samarbetet  mellan 
lokala intressenter.

Från 2014 till 2018 fokuserade medlen till utvalda projekt främst på åtgärder för aktiv inkludering.

96%

4%

Aktiva inkluderande åtgärder – 96 
%
Öka tillgängligheten för sociala tjänster – 4 %

0%

20%

40%

60%

80%

100%

SVERIGE
Stöd för social inkludering: 2014–2018 har

EUROPEISKA SOCIALFONDEN

LÄGESRAPPORT
Mellan 2014 
och 2018,

90

miljoner euro
spenderats.

Det totala antalet registrerade 
deltaganden motsvarar cirka

tusen.

12

58 %

DELTAGARPROFILER I SAMBAND MED STÖD

Utan utbildning

Uppfyllelse av 
deltagandemålen för 2023.

Anställd
0%

Icke 
sysselsatt
31%

Arbetslös
69%

Arbetslösa – 8 303
Icke sysselsatta – 3 697
Anställda inklusive egenföretagare -10

Högre 
utbildning
17%

0%

Teoretisk eller 
praktisk 
gymnasieutbildning

22%

Grundskoleutbildning - 7 342
Gymnasieutbildning - 2 602
Högre utbildning - 2 061
Utan utbildning - 5

Grundskola

61%

1 727 deltaganden under 25 år
18 projekt med sociala partners eller icke statliga 

organisationer

56 % av deltagandena utgjordes av kvinnor

9 314 flyktingar och etniska minoriteter 

inklusive romer*

*Siffror kan vara underrapporterade eftersom deltagare inte har lämnat ut personuppgifter

RESULTAT
Totalt 

5 015 gemensamma resultat kunde man få fram med ESF:s stöd för social inkludering fram  
3 449  

1 566 

långsiktiga resultat 
uppnåddes

omedelbara 
resultat uppnåddes

 till och med slutet av 2018.

Håller på att söka jobb
Under utbildning eller praktik

Fick behörighet
Sysselsatta

7 %
24 %

14 %
55 %

Sysselsatta

100 %

Uppfyllelse av särskilda resultatmål för 2023:48 % 

 
 
 
SVERIGE
Stöd för social inkludering: 2014–2018

EUROPEISKA SOCIALFONDEN

och 

kort- 

Könsbundna resultat
Uppmätta 
långsiktiga 
uppfattningen 
resultatindikatorer 
att  ESF-åtgärder  har  varit  lämpliga  för  att 
tillgodose  behoven  hos  specifika  målgrupper, 
med övergripande programprestanda i linje med 
målen. Det krävs dock ett könsperspektiv för att 
förbättra resultaten för kvinnliga deltagare. 

stöder 

LÄRDOMAR HITTILLS
Samarbeten och engagemang på 
lokal nivå
Vid  ett  brett  samarbete  bland  intressenter  på 
regional/lokal  nivå  gynnar  man  flexibiliteten 
och  komplementaritet  med  det  stöd  som  ESF 
ger  i  jämförelse  med  andra  mer  traditionella 
arbetsmarknadsåtgärder.

Särskilt riktad uppsökande 
verksamhet
Engagemang  från 
intressenterna  som  kan 
påverka  målgruppen 
ledande 
beslutsfattare  eller  politiska  beslutsfattare 
i  samhället,  arbetsgivare, 
tjänstemän  på 
operativa avdelningar hos genomförandeorgan) 
befrämjande  av  ESF-åtgärdernas  effektivitet, 
i  synnerhet  ESF:s  åtgärder  avseende  attityder 
och system.

(exempelvis 

YTTERLIGARE INFORMATION
ESF i Sverige https://ec.europa.eu/esf/main.jsp?catId=396&langId=en

Webbplats för ESF i Sverige https://www.esf.se/

Europeiska kommissionen, 2020. Studie som stöder utvärderingen 2020 för 
att främja social integration, bekämpa fattigdom och all diskriminering från 
Europeiska socialfonden (tematiskt mål 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Slovenia spent a combined total of 37 
Million Euro in ESF investments for social inclusion. As a result, 8 thousand participations in social 
inclusion  activities  have  taken  place  in  Slovenia.  This  factsheet  summarises  the  main  actions, 
outputs,  results  and  lessons  learned  so  far  from  the  implementation  of  ESF  social  inclusion 
measures co-funded by the EU.

SLOVENIA

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

20.4

19.2

18.4

17.1

16.2

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Young people neither in employment nor in education and 
training, %

9.4

9.5

8.0

2014

2015

2016

6.5

2017

6.6

2018

Persons with (some or severe) disability who perceive 
their health as bad or very bad, %

32.8

34.3

28.6

25.6

26.1

2014

2015

2016

2017

2018

Long-term unemployed, %

5.3

4.7

4.3

3.1

2014

2015

2016

2017

2.2

2018

10.5

EU Average
(2018)

30.5

EU Average
(2018)

2.9

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty and social exclusion declined 
over the 2014 to 2018 period.

 ▶ The  proportion  of  young  people  aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training in the country declined.

 ▶ The share of people with an activity 
limitation or disability who consider 
their  health  condition  to  be  poor 
declined  and  was  lower  than  the  EU 
average in 2018.

 ▶ The rate of long-term unemployment 
more  than  halved  over  the  2014  to 
2018 time period.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

SLOVENIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: Anti-poverty and social inclusion policies introduced at a national level between 2014 
and 2020 include a new National Housing Program to build more affordable housing for low-income 
individuals, healthcare reforms to improve  quality and access  to healthcare and  amendment  to the 
Pension and Disability Insurance Act to enhance support provided to the elderly and persons with a 
disability.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Slovenia through one national Operational Programme focused 
on employment objectives, access to services,  social entrepreneurship and measures influencing attitudes 
and systems.

191

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

153

Million Euro

In particular, ESF support to social inclusion concerns the following:

Implement complementary and specialised social inclusion and employment measures 
to integrate people facing multiple obstacles (e.g. persons not in education, employment nor 
training, ex-prisoners, people suffering from mental and/or physical disorders) into the labour 
market;

Improve integration of long-term care services through training provided to professional 
staff and development of ICT supported services and systems;

Develop  employment  opportunities  in  existing  or  new  social  enterprises  through 
provision of information, training, education, mentoring and counselling programmes.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures.

62%

23%

15%

Active inclusion measures - 62%

Enhance access to social services- 23%

Promotion of social entrepreneurship - 15%

0%

20%

40%

60%

80%

100%

SLOVENIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

37

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

thousand.

8

34%

Achievement of 2023 
participation targets.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Employed

2%

Inactive
53%

Unemployed
45%

Without educational attainment
2%

Tertiary 
education

6%

Primary / 
Lower 
secondary 
education
58%

Upper/Post 
secondary 
education
34%

Unemployed - 3,639
Inactive - 4,286
Employed, including self-employed -157

Primary or lower secondary education  - 4,701
Upper secondary or post-secondary education - 2,753
Tertiary education - 462
Without education attainment - 166

5,391 participations below 25 years
1,092 participants with other disadvantages 10 supported micro and SMEs 
43% of the participations were by women

320 participations with a disability*

including social economy enterprises

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

1,946 common results were generated by ESF support to social inclusion  
1,663  

283 

immediate results 
were achieved

longer-term results 
were achieved

by the end of 2018.

Engaged in job search
In education and training

Gained a qualification
In employment

3%
25%

62%
11%

In employment
In improved labour market situation

95%
5%

Men represented a larger proportion of those who experienced improved labour market situation, compared 
to women.

ESF actions involving peer support and peer counselling combined with individual counselling and coaching 
effectively integrated young people into education and training.

Achievement of 2023 specific result targets: 45% 

 
 
 
SLOVENIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Social activation measures
ESF  support  to  social  inclusion  promoted  an 
integrated model of social activation of target 
groups that contributed to increased access to 
social services for target groups.

Flexibility in design
Having 
some  flexibility  when  designing 
interventions allowed shift in focus of activities 
when it was detected that changes are required 
to  better  meet  the  needs  of  specific  target 
groups.

Multi-stakeholder coordination
Coordinating between the six ministries involved 
in the implementation of ESF support to social 
inclusion  was  a  challenge  in  particular  with 
regards to the budget allocation.

Synergy with national priorities and 
innovation
ESF supported specific areas of national policy 
by  supporting  pilots  related  to  the  long-term 
care system and social entrepreneurship.

ADDITIONAL INFORMATION
The ESF in Slovenia https://ec.europa.eu/esf/main.jsp?catId=395&langId=en

Website of the ESF Slovenia https://www.eu-skladi.si/kontakti

Study supporting the 2020 evaluation of promoting social inclusion, combatting 
poverty and any discrimination by the European Social Fund - (Thematic Objective 09)

Deloitte (2019). Evaluation of the Learning of Young Adults Programme in Slovenia. 
European Commission.

@EUsocial

socialeurope

EVROPSKI SOCIALNI SKLAD
Spodbujanje socialne vključenosti: 2014–2018

POVZETEK
Cilj Evropskega socialnega sklada (ESS) je spodbujati socialno vključenost ter boj proti revščini 
in diskriminaciji. V obdobju 2014–2018 sta EU in Slovenija skupaj namenili 37 milijonov evrov za 
naložbe ESS za socialno vključenost. Kot rezultat je bilo v Sloveniji 8 tisoč udeležb v dejavnostih 
socialne vključenosti. Ta informativni list povzema glavne ukrepe, učinke, rezultate in pridobljene 
izkušnje o izvajanju ukrepov ESS za socialno vključenost, ki jih sofinancira EU.

SLOVENIJA

DRUŽBENO-GOSPODARSKI KONTEKST IN IZZIVI
Ljudje, ki jim grozita revščina ali socialna izključenost, v %

20.4

19.2

18.4

17.1

16.2

2014

2015

2016

2017

2018

Mladi, ki niso zaposleni in se ne izobražujejo ali 
usposabljajo, v %

9.4

9.5

8.0

6.5

6.6

2014

2015

2016

2017

2018

21.8

Povprečje v
EU (2018)

10.5

Povprečje v EU
(2018)

Osebe z (delno ali hudo) invalidnostjo, ki delajo in jim 
grozi revščina, v %

32.8

34.3

28.6

25.6

26.1

30.5

2014

2015

2016

2017

2018

Dolgotrajno brezposelni, v %

5.3

4.7

4.3

3.1

2.2

2014

2015

2016

2017

2018

Povprečje v EU
(2018)

2.9

Povprečje v EU
(2018)

 ▶ Delež ljudi, ki jim grozita revščina in 
socialna izključenost, se je v obdobju 
2014–2018 zmanjšal.

 ▶ Delež mladih, starih od 15 do 24 let, 
ki niso bili ne zaposleni ter se niso 
izobraževali  in  usposabljali,  se  je 
zmanjšal.

 ▶ Delež  oseb  z  omejeno  aktivnostjo 
ali  invalidnostjo,  ki  menijo,  da  je 
njihovo zdravstveno stanje slabo, se 
je  zmanjšal  in  je  bil  leta  2018  nižji  od 
povprečja EU.

 ▶ Stopnja  dolgotrajne  brezposelnosti 
se  je  v  obdobju  2014–2018  več  kot 
prepolovila.

POJASNILA
•  Številke predstavljajo stanje operacij ESS v skladu s prednostnimi naložbami 9i, 9ii, 9iii, 9iv, 9v in 9vi v programskem obdobju 2014–2020, ki so bile izvedene 
do decembra 2018, kot je poročano v nadzornem sistemu SFC2014 do 10. decembra 2019. V več primerih operacije še niso zaključene. Predstavljene so le 
kot pokazatelj napredka.

•  Ciljni dosežki so izračunani z delitvijo učinkov in rezultatov po ciljih, določenih v operativnih programih. Ciljne vrednosti naj bi bile dosežene do leta 2023.
•  Ker je lahko ena oseba večkrat sodelovala v operacijah ESS, se poroča o številu udeležb, in ne o številu udeležencev. Te številke ne vključujejo tehnične pomoči.
•  Podatki o udeležencih se zberejo ob začetku operacije. Podatki o rezultatih se zberejo na koncu operacije ali celo pozneje. Zaradi časovnega zamika teh dveh 

vrst podatkov (udeleženci in rezultati) ne moremo neposredno primerjati.

•  V oceni je bilo opredeljenih šest vrst operacij TO9: Tip 1: Ukrepi, usmerjeni v zaposlitev; Tip 2: Izboljšanje osnovnih veščin; Tip 3: Osnovno izobraževanje; Tip 

4: Dostop do storitev; Tip 5: Socialno podjetništvo; Tip 6: Ukrepi, ki vplivajo na stališča in sisteme.

SLOVENIJA
Spodbujanje socialne vključenosti: 2014–2018

EVROPSKI SOCIALNI SKLAD

Odziv politik Politike boja proti revščini in za socialno vključenost, uvedene na nacionalni ravni med 
letoma 2014 in 2020, vključujejo nov nacionalni stanovanjski program za gradnjo cenovno ugodnejših 
stanovanj za posameznike z nizkimi dohodki, zdravstvene reforme za izboljšanje kakovosti in dostopa do 
zdravstvenega varstva ter spremembo Zakona o pokojninskem in invalidskem zavarovanju za krepitev 
podpore starejšim in osebam z invalidnostjo.

PRIORITETE ESS IN UKREPI
ESS podpira ukrepe za večjo socialno vključenost v Sloveniji prek nacionalnega operativnega programa, ki 
je osredotočen na cilje zaposlovanja, dostopa do storitev, socialnega podjetništva in ukrepe, ki vplivajo na 
stališča in sisteme.

191

skupaj 
milijonov  evrov 
predvidenih  za  ukrepe  socialne 
vključenosti

je 

Prispevek  EU  predstavlja 
velik del tega financiranja:

153

milijonov evrov

Podpora ESS socialni vključenosti zadeva zlasti naslednje:

Izvajanje dopolnilnih in specializiranih ukrepov socialne vključenosti in zaposlovanja 
za vključitev ljudi, ki se soočajo z več ovirami (npr. mladi, ki niso zaposleni in se ne izobražujejo 
ali usposabljajo, nekdanji zaporniki, osebe z duševnimi in/ali fizičnimi motnjami), na trg dela;

Izboljšanje integracije storitev dolgotrajne oskrbe z usposabljanjem strokovnega osebja 
in razvojem storitev in sistemov, podprtih z IKT;

Razvoj možnosti za zaposlitev v obstoječih ali novih socialnih podjetjih z zagotavljanjem 
informacij in programi usposabljanja, izobraževanja, mentorstva in svetovanja.

Od leta 2014 do 2018 so bila sredstva, dodeljena izbranim projektom, namenjena predvsem za ukrepe 
aktivne vključenosti.
62%

23%

15%

Ukrepi za aktivno vključenost – 62 
%
Izboljšanje dostopa do socialnih storitev – 23 %

0%

20%

40%

60%

80%

100%

Spodbujanje socialnega podjetništva – 15 %

SLOVENIJA
Spodbujanje socialne vključenosti: 2014–2018

EVROPSKI SOCIALNI SKLAD

TRENUTNO STANJE
Med letoma 
2014 in 2018

37

milijonov evrov
je bilo porabljenih.

Skupno število zabeleženih udeležb 
znaša približno

tisoč.

8

34 %

Dosega ciljne vrednosti udeležb, 
zastavljene do leta 2023.

PROFIL UDELEŽENCEV OB PREJEMU PODPORE
2%

Brez izobrazbe

Zaposleni

2%

Terciarno 
izobraževanje

6%

Brezposelni
45%

Neaktivni
53%

Višje/nadaljnje 
srednješolsko 
izobraževanje

34%

Osnovno/nižje 
srednješolsko 
izobraževanje
58%

Brezposelni – 3.639
Neaktivni – 4.286
Zaposleni, vključno s samozaposlenimi – 157

Osnovno/nižje srednješolsko izobraževanje – 4.701
Višje/nadaljnje srednješolsko izobraževanje – 2.753
Terciarno izobraževanje – 462
Brez pridobljene izobrazbe – 166

5.391 udeležb oseb, mlajših od 25 let
1.092 udeležencev, prikrajšanih kako drugače 10 podprtih mikro podjetij in MSP-
43 % delež žensk v udeležbah

320 udeležb invalidnih oseb*

jev, vključno s socialnimi podjetji

*Število udeležb je lahko manjše od dejanskih, ker vsi udeleženci niso podali osebnih podatkov.
REZULTATI
Na splošno je 

1.946 skupnih rezultatov do konca leta 2018 je prinesla podpora ESS za  
1.663  

283 

rezultatov je bilo 
doseženih takoj

doseženih 
dolgoročnih 
rezultatov

socialno vključenost.

Vključeni v iskanje zaposlitve
Vključeni v izobraževanje in usposabljanje

S pridobljeno kvalifikacijo
Zaposleni

3 %
25 %

62 %
11 %

Zaposleni
Izboljšane razmere na trgu dela

95 %
5 %

Med osebami z izboljšanim položajem na trgu dela je večji delež moških, v primerjavi z ženskami.

Ukrepi ESS, ki vključujejo medsebojno podporo in medsebojno svetovanje, skupaj z individualnim svetovanjem 
in poučevanjem, so učinkovito vključili mlade v izobraževanje in usposabljanje.

Doseganje specifičnih ciljev do leta 2023: 45 % 

 
 
 
SLOVENIJA
Spodbujanje socialne vključenosti: 2014–2018

EVROPSKI SOCIALNI SKLAD

PRIDOBLJENE IZKUŠNJE
Ukrepi za socialno aktivacijo
Podpora ESS socialni vključenosti je spodbujala 
integriran  model  socialne  aktivacije  ciljnih 
skupin,  ki  je  prispeval  k  večjemu  dostopu  do 
socialnih storitev za ciljne skupine.

Koordinacija več deležnikov
Usklajevanje šestih ministrstev, ki sodelujejo pri 
izvajanju spodbujanja ESS socialne vključenosti, 
je bil izziv zlasti pri dodeljevanju proračuna.

Prilagodljivost pri zasnovi
Določena prilagodljivost pri načrtovanju ukrepov 
je  omogočila  preusmeritev  osredotočenosti 
dejavnosti, ko je bilo ugotovljeno, da so za boljše 
izpolnjevanje  potreb  določenih  ciljnih  skupin 
potrebne spremembe.

Sinergija z nacionalnimi prednostnimi 
nalogami in inovacijami
ESS  je  podprl  posebna  področja  nacionalnih 
politik,  in  sicer  s  podporo  pilotnim  ukrepom,  ki 
so  povezani  s  sistemom  dolgotrajne  oskrbe  in 
socialnim podjetništvom.

DODATNE INFORMACIJE
ESS v Sloveniji https://ec.europa.eu/esf/main.jsp?catId=399#:~:text=Across%20Europe%20and%20in%20
Slovenia,opportunities%20for%20all%20EU%20citizens.&text=They%20are%20opening%20doors%20to,inc-
lusive%20society%20for%20all%20Europeans

Spletišče ESS Slovenija https://www.eu-skladi.si/kontakti

Evropska komisija, 2020. Študija, ki podpira oceno 2020 za spodbujanje socialne 
vključenosti, boja proti revščini in kakršni koli diskriminaciji s strani Evropskega 
socialnega sklada (tematski cilj 09)

Deloitte (2019). Evaluation of the Learning of Young Adults Programme in 
Slovenia. Evropska komisija.

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and Slovakia spent a combined total of 120 
Million Euro in ESF investments for social inclusion. As a result, about 63 thousand participations 
in social inclusion activities have taken place in Slovakia. This factsheet summarises the main 
actions, outputs, results and lessons learned so far from the implementation of ESF social inclusion 
measures co-funded by the EU.

SLOVAKIA

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, % 

18.4

18.4

18.1

16.3

16.3

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

Persons with (some or severe) disability who perceive their health 
as bad or very bad, % 

38.3

37.7

38.5

34.3

37.5

2014

2015

2016

2017

2018

30.5

EU Average
(2018)

Persons with (some or severe) disability who are in work and at 
risk of poverty, % 

6.6

2014

7.5

2015

7.0

2016

8.4

7.7

2017

2018

People in households with low work intensity, %  

7.1

7.1

6.5

5.4

5.2

2014

2015

2016

2017

2018

11.7

EU Average
(2018)

8.8

EU Average
(2018)

 ▶ The  proportion  of    people  at  risk  of 
poverty and social exclusion declined 
more rapidly than the EU average over 
the 2014 to 2018 period.

 ▶ The share of people with an activity 
limitation or disability who consider 
their  health  condition  to  be  poor 
declined less than the EU average.

 ▶ There  was  an  overall  increase  in  the 
share  of  economically  active  adults 
limitation  or 
with  an  activity 
disability who are at risk of poverty.

 ▶ The  share  of  people 
in 
living 
households  with 
low  economic 
activity was stable and higher than the 
EU average.

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

SLOVAKIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy Response: The National Employment Strategy of the Slovak Republic until 2020 was adopted 
to eliminate barriers to employment growth and introduce changes to the active labour market policy 
to create jobs in various sectors of the economy through cross-sectoral solutions. In addition, a series 
of reforms have been introduced to support the transition from institutional to community-based care, 
to pursue systemic healthcare reforms for improved access and quality of services, and an integrated 
approach to the inclusion of marginalised communities including the Roma.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in Slovakia through one national Operational Programme focused 
on employment objectives, access to basic school education and services and measures influencing attitudes 
and systems.

532

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

434

Million Euro

ESF funds improve participation and inclusion of most vulnerable persons in the society, including in the 
labour market. In addition, the ESF support deinstitutionalisation of social care and improve the integration 
of Roma from marginalised communities. 

In particular, ESF support to social inclusion concerns the following:

Integrate people at risk of poverty and social exclusion into employment by promoting 
innovative changes, implementing targeted and personalised support and preventing all forms 
of discrimination;

literacy,  employability  and  employment  of  marginalised 
Enhance  financial 
communities (e.g. Roma) and promote access to health care including preventive care, health 
education and increased hygiene standards;

Support  development  of  and  transition  into  community-based  care  to  improve  the 
quality of care provided to children, persons with disabilities and the elderly.

From 2014 to 2018 the funds allocated to selected projects focused  mainly on enhancing access to 
social services.

41%

30%

29%

Enhance access to social services- 41%

Support to marginalised communities- 30%

Active inclusion measures- 29%

0%

20%

40%

60%

80%

100%

SLOVAKIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

120

Million Euro
were spent.

The total number of recorded 
participations corresponds to about

thousand.

63

54%

Achievement of 2023 
targets for participations

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

Without educational attainment

Employed
25%

Inactive

29%

Unemployed

46%

Tertiary 
education

8%

5%

19%
Upper/Post 
secondary 
education

Primary / 
Lower 
secondary 
education
68%

Unemployed - 28,587
Inactive - 18,450
Employed, including self-employed - 15,697

Primary or lower secondary education  - 42,734
Upper secondary or post-secondary education - 11,779
Tertiary education - 5,305
Without education attainment - 2,916

9,060 participations above 54 years

35,574 migrants and ethnic minorities including Roma*
950 participations with disabilities

62% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants

RESULTS
Overall, 

13 common results were generated by ESF support to social inclusion by the end of 2018.

Many unemployed participants from marginalised Roma communities were registered with a labour office 
following the completion of their programme and experienced better employment outcomes.

ESF  supported  innovative  services  or  measures  at  community  level  to  aid  participants’  transition  to 
employment, while participants still active six months after the completion of the project.

Achievement of 2023 targets for specific results: 57% 

SLOVAKIA
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Complementarity with other EU 
funds
ESF support to social inclusion was complemented 
by  ERDF  resources 
in  municipalities  with 
marginalised Roma communities.

Cross-sectoral collaboration
Different providers of social services should be 
registered  in  order  to  receive  ESF  support  to 
coordinate the implementation of actions.

Innovative approaches
ESF  supported  the  introduction  of  teachers’ 
assistants  in  primary  schools  with  a  high 
proportion of children from a socially vulnerable 
environment.  This  practice  has  been  scaled  up 
at the national level. 

ADDITIONAL INFORMATION
The ESF in Slovakia https://ec.europa.eu/esf/main.jsp?catId=397&langId=en

Website of the ESF Slovakia https://www.employment.gov.sk/sk/esf/kontaktujte-nas/platobna-jednotka-esf/

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty 
and any discrimination by the European Social Fund - (Thematic Objective 09)

@EUsocial

socialeurope

EURÓPSKY SOCIÁLNY FOND
Podpora sociálnej inklúzie: 2014 - 2018

ZHRNUTIE
Cieľom  Európskeho  sociálneho  fondu  (ESF)  je  podpora  sociálnej  inklúzie,  boj  proti  chudobe 
a  diskriminácii.  V  období  2014  -  2018  EÚ  a  Slovensko  vyčlenili  dokopy  120  miliónov  EUR  na 
investície ESF na účely sociálnej inklúzie. Vďaka tomu sa na Slovensku uskutočnilo asi 63-tisíc 
účastí na aktivitách sociálnej inklúzie. Tento informačný list sumarizuje hlavné činnosti, výstupy, 
výsledky a skúsenosti, ktoré sa doteraz získali pri implementácii opatrení ESF pre sociálnu inklúziu 
spolufinancovaných z EÚ.

SLOVENSKO

SOCIÁLNO-EKONOMICKÝ KONTEXT A VÝZVY
Ľudia ohrození chudobou alebo sociálnym vylúčením, % 

18.4

18.4

18.1

16.3

16.3

21.8

2014

2016

2015

EÚ priemer
(2018)
Osoby s (čiastočným alebo ťažkým) zdravotným postihnutím, kto-
ré vnímajú svoje zdravie ako zlé alebo veľmi zlé, % 

2018

2017

38.3

37.7

38.5

34.3

37.5

30.5

2014

2015

2016

EÚ priemer
(2018)
Osoby s (čiastočným alebo ťažkým) zdravotným postihnutím, kto-
ré sú zamestnané a sú ohrozené chudobou, % 

2018

2017

6.6

2014

7.5

2015

7.0

2016

8.4

2017

7.7

2018

Ľudia v domácnostiach s nízkou intenzitou práce, %  

7.1

7.1

6.5

5.4

5.2

2014

2015

2016

2017

2018

11.7

EÚ priemer
(2018)

8.8

EÚ priemer
(2018)

 ▶ Podiel  ľudí  ohrozených  chudobou  a 
sociálnym  vylúčením  klesal  v  období 
rokov  2014  až  2018  rýchlejšie  ako 
priemer EÚ.

 ▶ Podiel  ľudí  s  obmedzením  aktivity 
zdravotným  postihnutím, 
alebo 
ktorí  považujú  svoj  zdravotný  stav 
za zlý, klesol menej ako priemer EÚ.

 ▶ Došlo  k  celkovému  zvýšeniu  podielu 
ekonomicky  aktívnych  dospelých 
s  obmedzením  aktivity  alebo 
zdravotným  postihnutím,  ktorí  sú 
ohrození chudobou.

 ▶ Podiel ľudí žijúcich v domácnostiach 
s  nízkou  ekonomickou  aktivitou  bol 
stabilný a vyšší ako priemer EÚ.

VYSVETLIVKY
•  Čísla predstavujú situáciu pre činnosti ESF v rámci investičných priorít 9i, 9ii, 9iii, 9iv, 9v a 9vi pre programové obdobie 2014 - 2020 implementované do 
decembra 2018, ako je zaznamenané v monitorovacom systéme SFC2014 k 10. decembru 2019. V mnohých prípadoch tieto činnosti ešte nie sú dokončené. 
Uvádzajú sa iba ako indikácia pokroku.

•  Cieľové úspechy sa počítajú vydelením výstupov a výsledkov cieľmi stanovenými v operačných programoch. Dosiahnutie stanovených cieľov sa predpokladá 

do roku 2023.

•  Pretože jedna osoba sa mohla na činnostiach ESF zúčastniť viackrát, uvádza sa počet účastí, nie počet účastníkov. Tieto čísla nezahŕňajú technickú pomoc.
•  Po začatí zásahu sa zhromažďujú údaje účastníkov. Údaje o výsledkoch sa zhromažďujú na konci operácie alebo dokonca neskôr. Kvôli tomuto časovému 

posunu by sa tieto dva súbory údajov (účasti a výsledky) nemali priamo porovnávať.

•  V hodnotení sa určilo šesť typov operácií TO9: Typ 1: Činnosti zamerané na zamestnanosť; typ 2: Posilnenie základných zručností; typ 3: Základné školské 

vzdelávanie; typ 4: Prístup k službám; typ 5: Sociálne podnikanie; typ 6: Činnosti ovplyvňujúce postoje a systémy.

SLOVENSKO
Podpora sociálnej inklúzie: 2014-2018

EURÓPSKY SOCIÁLNY FOND

Odpoveď politiky: Národná stratégia zamestnanosti Slovenskej republiky do roku 2020 bola prijatá s 
cieľom odstrániť bariéry rastu zamestnanosti a zaviesť zmeny v aktívnej politike trhu práce s cieľom 
vytvárať  pracovné  miesta  v  rôznych  odvetviach  hospodárstva  prostredníctvom  medziodvetvových 
riešení. Okrem toho bola zavedená séria reforiem na podporu prechodu od inštitucionálnej ku komunitnej 
starostlivosti, na uskutočnenie systémových reforiem zdravotnej starostlivosti s cieľom zlepšiť prístup a 
kvalitu služieb a integrovaný prístup k začleňovaniu marginalizovaných komunít vrátane Rómov.

PRIORITY A OPATRENIA EURÓPSKEHO SOCIÁLNEHO FONDU
ESF  podporuje  akcie  sociálnej  inklúzie  na  Slovensku  prostredníctvom  jedného  národného  operačného 
programu zameraného na ciele zamestnanosti, prístup k základnému školskému vzdelávaniu a službám a 
opatrenia ovplyvňujúce postoje a systémy.

532

je  vyčlenených 
miliónov  eur 
celkom na akcie sociálnej inklúzie

Príspevok  EÚ  predstavuje 
veľkú 
tohto 
časť 
financovania:

434

miliónov eur

Fondy ESF zlepšujú účasť a inklúziu najzraniteľnejších osôb do spoločnosti vrátane trhu práce. ESF okrem 
toho podporuje deinštitucionalizáciu sociálnej starostlivosti a zlepšuje integráciu Rómov z marginalizovaných 
komunít. 

Podpora sociálnej inklúzie z ESF sa týka najmä:

integrácie ľudí ohrozených chudobou a sociálnym vylúčením do zamestnania podporou 
inovatívnych  zmien,  implementáciou  cielenej  a  osobnej  podpory  a  predchádzaním  všetkým 
formám diskriminácie;

finančnej 

zamestnanosti 
zvyšovania 
marginalizovaných komunít (napr. Rómov) a podporovania prístupu k zdravotnej starostlivosti 
vrátane preventívnej starostlivosti, zdravotnej výchovy a zvýšených hygienických štandardov;

zamestnateľnosti 

gramotnosti, 

a 

podpory rozvoja a prechodu ku komunitnej starostlivosti na zlepšenie kvality starostlivosti 
poskytovanej deťom, osobám so zdravotným postihnutím a starším ľuďom.

Od roku 2014 do roku 2018 sa finančné prostriedky alokované na vybrané projekty zameriavali hlavne 
na zlepšenie prístupu k sociálnym službám.

41%

30%

29%

Zlepšenie prístupu k sociálnym službám - 41%

Podpora marginalizovaných komunít - 30%

Opatrenia aktívnej inklúzie - 29%

0%

20%

40%

60%

80%

100%

SLOVENSKO
Podpora sociálnej inklúzie: 2014-2018

EURÓPSKY SOCIÁLNY FOND

SÚČASNÝ STAV
V rokoch 2014 
až 2018

120

miliónov eur
celkové náklady

Celkový počet zaznamenaných účastí 
predstavuje asi

tisíc.

63 54%

miera dosiahnutia cieľov pre 
konkrétne výsledky do roku 2023

PROFILY ÚČASTNÍKOV PRI ZÍSKANÍ PODPORY

Zamestnaní
25%

Neaktívni

29%

Nezamestnaní
46%

Bez dosiahnutého vzdelania
5%

Terciárne 
vzdelanie

8%

19%

Vyššie 
sekundárne/post-
sekundárne 
vzdelanie

Primárne a 
nižšie 
sekundárne …

68%

Nezamestnaní - 28 587
Neaktívni - 18 450
Zamestnaní  vrátane  samostatne  zárobkovo 
činných osôb - 15 697

Primárne alebo nižšie sekundárne vzdelanie – 42 734
Vyššie sekundárne alebo post-sekundárne vzdelanie – 11 779
Terciárne vzdelanie – 5 305
Bez dosiahnutého vzdelania – 2 916

9 060 účastí osôb starších ako 54 rokov

35 574 migrantov a etnických menšín vrátane Rómov*

950 účastí osôb so zdravotným postihnutím

62% účastí bolo žien

* Údaje môžu byť nedostatočne hlásené z dôvodu neposkytnutia osobných údajov účastníkmi

VÝSLEDKY
Celkovo 

13 spoločných výsledkov priniesla podpora sociálnej inklúzie z ESF do konca roku 2018.

Mnoho  nezamestnaných  účastníkov  z  marginalizovaných  rómskych  komunít  bolo  po  ukončení  programu 
zaregistrovaných na úrade práce a dosiahli lepšie výsledky v zamestnaní.

ESF podporoval inovatívne služby alebo opatrenia na komunitnej úrovni na pomoc účastníkom pri prechode 
do zamestnania, pričom účastníci boli stále aktívni aj šesť mesiacov po ukončení projektu. 

Dosiahnutie cieľov pre konkrétne výsledky do roku 2023: 57% 

SLOVENSKO
Podpora sociálnej inklúzie: 2014-2018

EURÓPSKY SOCIÁLNY FOND

POUČENIA
Prepojenie s inými fondmi EÚ
Podpora sociálnej inklúzie z ESF bola doplnená 
zdrojmi  ERDF  v  obciach  s  marginalizovanými 
rómskymi komunitami.

Medzisektorová spolupráca
Mali  by  byť  registrovaní  rôzni  poskytovatelia 
sociálnych služieb, aby dostali podporu z ESF a 
koordinovali implementáciu opatrení.

Inovatívne prístupy
ESF  podporil  zavedenie  asistentov  učiteľov  do 
základných  škôl  s  vysokým  podielom  detí  zo 
sociálne  zraniteľného  prostredia.  Táto  prax  sa 
rozšírila na celoštátnej úrovni. 

ĎALŠIE INFORMÁCIE
ESF na Slovensku https://ec.europa.eu/esf/main.jsp?catId=397&langId=en

Internetová stránka ESF na Slovensku https://www.employment.gov.sk/sk/esf/kontaktujte-nas/platobna-
jednotka-esf/

Európska komisia, 2020. Štúdia podporujúca hodnotenie podpory sociálneho začlenenia, 
boja proti chudobe a akejkoľvek diskriminácii z Európskeho sociálneho fondu do roku 
2020 (tematický cieľ 09)

@EUsocial

socialeurope

THE EUROPEAN SOCIAL FUND
Support to Social Inclusion: 2014 - 2018

SUMMARY
The  European  Social  Fund  (ESF)  aims  at  promoting  social  inclusion,  combating  poverty  and 
discrimination. During the period 2014-2018, the EU and United Kingdom spent a combined total 
of  582  Million  Euro  in  ESF  investments  for  social  inclusion.  As  a  result,  about  235  thousand 
participations in social inclusion activities have taken place in the United Kingdom. This factsheet 
summarises the main actions, outputs, results and lessons learned so far from the implementation 
of ESF social inclusion measures co-funded by the EU.

UNITED KINGDOM

SOCIO-ECONOMIC CONTEXT AND CHALLENGES
People at risk of poverty or social exclusion, %

24.1

23.5

22.2

22.0

23.1

2014

2015

2016

2017

2018

Long-term unemployed, %

24.1
2.2

23.5
1.6

22.2
1.3

22
1.1

23.6
1.1

2014

2015

2016

2017

2018

21.8

EU Average
(2018)

2.9
21.8

EU Average
(2018)

 ▶ The  proportion  of  people  at  risk  of 
poverty and social exclusion seemed 
to decline over the 2014 to 2018 period.

 ▶ The rate of long-term unemployment 

declined over time.

Persons with (some or severe) disability who perceive their 
health as bad or very bad*, %

32.1

29.7

30.1

25.9

24.9

2014

2015

2016

2017

2018

30.5

EU Average
(2018)

Young people neither in employment nor in education and training, % 

11.9

11.1

10.9

2014

2015

2016

10.3

2017

10.4

2018

10.5

EU Average
(2018)

 ▶ The share of people with an activity 
limitation or disability who consider 
their  health  condition  to  be  poor 
declined over time.

 ▶ The proportion of young  people  aged 
15-24  years  who  were  neither  in 
employment  nor  in  education  and 
training declined.

*the estimated figures have low reliability

EXPLANATORY NOTES
•  Figures present the situation for ESF operations under Investment Priorities 9i, 9ii, 9iii, 9iv, 9v and 9vi for the programming period 2014-2020 implemented 
up to December 2018, as recorded in the SFC2014 monitoring system by 10 December 2019. In many instances, operations are not yet complete at this 
stage. They are provided only as an indication of progress.

•  Target achievements are calculated dividing the outputs and the results by the targets set in the Operational Programmes. Targets were set for achievement 

by 2023.

•  As one person could participate more than once in ESF operations, the number of participations is reported, not the number of participants. These figures 

exclude technical assistance.

•  Participants‘ data are collected on starting an intervention. Data on results are collected at the end of an operation or even later. Because of this time lag, 

the two sets of data (participations and results) should not be directly compared.

•  The evaluation identified six types of TO9 operations: Type 1: Employment-focused actions; Type 2: Enhance basic skills; Type 3: Basic school education; Type 

4: Access to services; Type 5: Social entrepreneurship; Type 6: Actions influencing attitudes and systems.

UNITED KINGDOM
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

Policy  Response:  National  policies  for  addressing  poverty  and  social  exclusion  include  measures  to 
support low-income families, improve access to physical and mental health support, reduce childhood 
poverty  and  prevent  early  school  leaving.  These  measures  are  implemented  through  the  public  and 
private sectors.

ESF PRIORITIES AND ACTIONS
The ESF supports social inclusion actions in United Kingdom through five Operational Programmes focused 
on employment objectives, enhance basic skills, access to services, social entrepreneurship and measures 
influencing attitudes and systems.

2,139

Million  Euro  are  budgeted  in 
total for social inclusion actions

The  EU  contribution  is  a 
large share of this funding:

1,187

Million Euro

ESF funds improve participation and inclusion of most vulnerable persons in the society, including in the 
labour market and foster social entrepreneurship for social inclusion and employment of disadvantaged 
groups.

In particular, ESF support to social inclusion concerns the following:

Increase  employability  and  employment  opportunities  of  people  facing  multiple  and 
complex barriers (e.g. the long-term unemployed, persons with disabilities, NEETs etc.) to entry 
into the labour market;

Increase sustainability and capacity of the social economy through provision of financial 
assistance and training as well as fostering cooperation between research institutions and the 
third sector enterprises, to deliver support to the most disadvantaged areas and groups;

Develop  localised  support  in  disadvantaged  areas  to  foster  participation  of  socially 
excluded individuals into the labour market.

From 2014 to 2018 the funds allocated to selected projects focused mainly on active inclusion measures.

95%

4% 1%

Active inclusion measures - 95%

Community-led local development strategies - 4%

Promotion of social entrepreneurship - 1%

0%

20%

40%

60%

80%

100%

UNITED KINGDOM
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

STATE OF PLAY
Between 2014 
and 2018,

582

The total number of recorded 
participations corresponds to

Million Euro
were spent.

PARTICIPANTS PROFILES WHEN RECEIVING SUPPORT

thousand.

235

49%

Achievement of 2023 
targets for participations

Employed
2%

Inactive
37%

Unemployed
61%

Unemployed - 144,417
Inactive - 85,759
Employed, including self-employed - 5,004

Without 
educational 
attainment
42%

Tertiary 
education

Primary / Lower 
secondary 
education
20%

Upper/Post 
secondary 
education

31%

7%

Primary or lower secondary education  - 48,036
Upper secondary or post-secondary education - 72,077
Tertiary education - 16,452
Without education attainment - 98,615

1,012 participations from rural areas
4,942 participations below 25 years
73,709 participations with disabilities* 190 projects with social partners or NGOs
34% of the participations were by women

*Figures may be under-reported due to non-provision of personal information from participants
RESULTS
Overall, 

55,285 common results were generated by ESF support to social inclusion    
45,179

10,106

immediate results 
were achieved

        by the end of 2018.

longer-term results 
were achieved

Engaged in job search

In education and training

Gained a qualification

In employment

28%

19%

14%

39%

In employment

In improved labour market situation

95%

5%

ESF interventions enabled unemployed adults who are ex-offenders to overcome barriers to employment 
and transition into training, education or employment. 

More than half of the participants who found employment upon leaving an ESF intervention were still in 
employment six months after the completion of the programme.

Achievement of 2023 targets for specific results:36% 

 
 
 
UNITED KINGDOM
Support to Social Inclusion: 2014-2018

THE EUROPEAN SOCIAL FUND

LESSONS LEARNED SO FAR
Complementary method of delivery 
and effective partnership
ESF  has  been  most  successful  when  used 
alongside  the  system  in  place  of  delivering 
social  policy  and  when  ESF  actions  involved 
Local Enterprise Partnerships.

Implementing streamlined and 
simplified procedures
The  introduction  of  Simplified  Cost  Options 
significantly  reduced  processing  time,  allowing 
for more time to be dedicated to ESF interventions 
rather than administrative procedures.

Partnerships and engagement at 
the local level
Close cooperation between Managing Authorities 
and  beneficiary  organisations  has  been  key 
in  overcoming  obstacles  related  to  proving 
eligibility for receiving ESF support.

Identification of intended 
target groups
The  ESF  works  closely  with  existing  local 
partnerships to deliver well-designed and well-
targeted interventions.

ADDITIONAL INFORMATION
The ESF in the United Kingdom https://ec.europa.eu/esf/main.jsp?catId=381

Website of the ESF England https://www.gov.uk/guidance/england-2014-to-2020-european-structural-and-investment-funds

Study supporting the 2020 evaluation of promoting social inclusion, combatting poverty and any 
discrimination by the European Social Fund - (Thematic Objective 09)

Welsh Government (2018). Evaluation of Communities for Work - Stage 3: Emerging Outcomes and 
Impacts Report Summary. 

 Welsh Government, (2018). Evaluation of the Parents, Childcare and Employment (PaCE) Project: process 
and outputs evaluation. 

Welsh Government (2018). Evaluation of Parents, Childcare and Employment (PaCE).

@EUsocial

socialeurope

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