Guidance: ESF claim applications and Self-Declared Adjustments

Published 20 June 2017
Last updated 26 March 2020 + show all updates

  1. Updated the ‘Transaction List’.

  2. The ESF E-Claims Process for Self-Declared Adjustments (SDAs) – Applicant Guidance has been update to reflect and explain changes to EClaims functionality and to clarify Technical Clerical Adjustments.

  3. Added the ESF dual forecast and submission form – claims 2020.

  4. The Participant Data Schema has been updated to apply a fix to the drop down menus. The Claims Guidance for Co-Financing Organisations and the Claims Guidance for Grant Recipients have been updated to include new/amended eligibility and expenditure checks.

  5. Updated the Participant Data Schema Outputs and Results. The only change is “white – other” has been removed from a list in cell V16.

  6. The Participant Data Schema (now version 9.1) has been updated. The following changes have been made. The drop down options relating to the ‘Gaining Level 2 Skills or below on Leaving’ and ‘Gaining Level 3 Skills or above on Leaving’ columns have been amended to make sure ‘not applicable’ is available on all rows. The pre-populated data that was showing has now been cleared. The ‘Other Disadvantaged – Homeless (Broad Definition)’ drop down options now have 3 options instead of 4, which reflects the guidance. Further work has been done to speed up the export function.

  7. Published revised versions of the Participant Data Schema (now version 9) and Participant Data Schema guidance (now version 5). Added 2 new documents, Participant Data Schema Aggregation and Participant Data Schema Output Results. The Participant Data Schema supplementary guidance has been removed from the page – this guidance is no longer required. Find more information about these changes on the page.

  8. The ESF Dual Forecast and Submission form 2019 has been added.

  9. The ESF Claims Guidance for Co-Financing Organisations and the Claims Guidance for Grant Recipients has been updated.

  10. The Participant Data Schema has been updated.

  11. E-Claims process for Self-Declared Adjustment (SDAs) – Applicant Guidance has bee updated showing a minor change to the ‘How to create an SDA’ section.

  12. Revised European Social Fund participant data schema supplementary guidance, now dated October 2018.

  13. Removed the Participant Data Schema pre quarter 1, 2018. The updated Participant Data Schema is available for use from quarter 1, 2018 onwards.

  14. The Claims Guidance for Grant Recipients and Co-Financing Organisations has been updated. In addition the ESF E-Claims External User Guidance has been added together with the E-Claims best practice document.

  15. The ESF Dual Forecast and Submission form 2018 Claims has been updated to version 2.

  16. The ESF Dual Forecast and Submission Form – Claims 2018 has updated to make it suitable for use with 2018 claims.

  17. ESF E-Claims Process for Self-Declared Adjustments (SDAs) Applicant Guidance published. This replaces the Interim Guidance and Form.

  18. There are now 2 versions of the Participant Data Schema (PDS), one should be used for claims covering Qurater 1 2018 onwards and the other for claims predating this period. Additional PDS Supplementary Guidance has been added and the PDS Guidance has been updated.

  19. The ESF Claims guidance for Grant Recipients and Co-financing Organisations has been added.

  20. First published.

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