What changed between the draft committee report and the plenary report

Principles of the ESF+ post-2027

Change 4

Changed:1. Insists that the ESF+ must continue to be the key and primary instrument for supporting the Member States, peopleregions, local communities and regionspeople in strengthening the social dimension of the Union;Union and in pursuing socio-economic development that leaves no one behind;

Change 5

Removed:2. Insists that the objectives of the ESF+ should be to achieve high employment levels with adequate wages, decent working conditions, healthy working environments and social security coverage, in order to develop a skilled, competitive and resilient workforce, ready for the twin transition and the future world of work, and to build fair social protections and inclusive and cohesive societies, with the aims of eradicating poverty and delivering on the principles and the headline targets set out in the EPSR;

Added:2. Stresses that the ESF+ must address, contribute and adapt to tackling social challenges such as the consequences of climate change and digitalisation, while addressing social challenges such as the rising cost of living and wages that do not increase at the same speed, promoting social resilience, reducing inequalities and protecting the most vulnerable people; insists that the ESF+ should drive long-term investment and growth, focusing on social and territorial cohesion, while supporting structural transformation across the EU and enhancing convergence between the Member States;

Removed:3. Calls for a strong, reinforced, stand-alone ESF+ with significantly increased public support for existing instruments aimed at providing for the poorest in our societies; insists, therefore, on doubling the funding for the ESF+ post-2027;

Added:3. Insists that the ESF+ must continue to enhance upward social convergence, especially for the most deprived people, and invest in human capital, employment, skills development and social inclusion, while boosting entrepreneurship and social innovation, investing in children, addressing the digital and green transition, demographic challenges and regions impacted by crises, among others Russia’s war of aggression against Ukraine;

Removed:4. Expresses strong concerns over attempts to split or merge the existing ESF+ with other funds, since that would create serious risks for the implementation of its objectives and those of the EPSR and its action plan, and the reaching of the ESPR’s headline targets; warns that unifying or simplifying funds may not improve their effectiveness;

Added:4. Insists that the ESF+ must continue to enhance employment opportunities, facilitate fair labour mobility, foster the creation of quality jobs, ensure decent working conditions and improve the employment participation rate, in particular of women, persons with disabilities and other people in vulnerable situations, to enhance social and economic resilience and thus help to adapt to industrial changes, also through training, reskilling and upskilling;

Removed:5. Believes that a different ESF+ governance would lead to the loss of priority given to social aspects, including employment and social inclusion projects, and to the funding not reaching local levels and those most in need, while increasing the risk of reallocation of funds for other purposes;

Added:5. Underlines the need for the ESF+ to be based on a social investment strategy and life-long approach by supporting measures that can provide medium- to long-term solutions for people;

Removed:6. Calls on the Commission and the Member States to ensure the participation of social partners, civil society organisations (CSOs) and representatives of the target groups in all design, implementation, monitoring and evaluation stages of the ESF+, to allocate adequate funding for this purpose and to prevent the exclusion of smaller actors;

Added:6. Insists that the objectives of the ESF+ should be to achieve social inclusion, high employment levels with high-quality and sustainable jobs, adequate wages, decent working conditions, including the wellbeing of workers, healthy working environments, fair social welfare systems in the Member States, as well as vocational education and training opportunities, and lifelong learning for all, taking into account specific needs of people in vulnerable situations, in order to develop a skilled, competitive and resilient workforce, ready for the twin transition and the future world of work, and to build fair social protections and inclusive and cohesive societies, with the aims of eradicating poverty, combating inequalities and delivering on the principles and the headline targets set out in the EPSR;

Removed:7. Notes that the current ESF+ programme was adopted before the emergence of crises that have caused high inflation and increased costs of living, and therefore require higher public and social investment such that the existing ESF+ cannot meet current needs; calls on the Commission to ensure that a comprehensive, stable and large-scale needs- and rights-based budget is guaranteed for the ESF+ in the next multiannual financial framework;

Added:7. Calls for a strong, reinforced and separate ESF+ with significantly increased public support for instruments in the Member States with the aim of providing for people in vulnerable situations and those most in need in our societies, investing in people and skills, helping to lift people out of poverty and social exclusion, and boosting social investment and social entrepreneurship; insists, therefore, that achieving the ESF+ post-2027 objectives would require an important and substantiated increase in the ESF+ budget in the 2028-2034 ESF+ financial envelope;

Removed:8. Underlines that the ESF+ post-2027 should invest in tackling enduring social challenges and stay close to the general and specific objectives set out in the current ESF+; emphasises the importance of the fund’s principles of shared management, clear objectives and thematic concentrations, and that most of the fund should be spent as close as possible to those using the fund;

Added:8. Calls on the Commission to provide increased, dedicated and well-allocated funding for attaining the objectives of the ESF+ and those of the EPSR and its action plan and headline targets; expresses concerns, therefore, over attempts to split or merge the existing ESF+ with other funds, since that could create serious risks for the implementation of its objectives and those of the EPSR, its action plan and headline targets; warns that unifying, streamlining, centralising or merging funds may not improve their effectiveness; stresses, in this regard, that any possible remodelling of the fund must preserve the effectiveness and the purpose of the ESF+ by serving the objectives of promoting employment, social inclusion, education, training and skill development, and must be managed as close as possible to the beneficiaries;

Removed:9. Stresses that the ESF+ should not be used to respond to emergencies or crises; insists that a social rescue facility capable of reacting to social emergencies and crisis situations should supplement the ESF+; calls on the Commission to build on the success of the temporary EU instrument launched in 2020, entitled ‘Support to mitigate Unemployment Risks in an Emergency (SURE)’, in fighting temporary unemployment, and to put forward an EU unemployment reinsurance scheme without further delay;

Added:9. Believes that the ESF+ should remain in a shared management governance model and that therefore it needs to be avoided that a different ESF+ governance leads to losing the priority given to social aspects, including employment, education, skills, training and social inclusion projects, a potential loss of focus, and to the funding not reaching the local level, people in vulnerable situations and those most in need, while increasing the risk of the funds being reallocated for other purposes;

Added:10. Calls on the Commission and the Member States to ensure the participation, provision of information to and consultation of social partners, civil society organisations (CSOs), including not-for-profit social services, social enterprises, education and training providers, and representatives of the target groups in the design, implementation, monitoring and evaluation stages of the ESF+, to allocate adequate funding for this purpose and to prevent the exclusion of smaller actors; calls on the Commission to respect the partnership principle at EU level, as it is essential to the success of the ESF+ and must be maintained under the next multiannual financial framework (MFF); calls for the CSOs to be involved in the ESF+ Committee, as they are the main implementing partners of the fund;

Added:11. Highlights the need for the ESF+ governance model to allow, while keeping a high level of transparency, for national, regional and local specificities and challenges to be well-reflected in operational programmes, not least by taking due account of the expertise of national and regional stakeholders, including civil society, and by ensuring that the funding goes to organisations and activities that target people in need;

Added:12. Highlights that the availability of and universal access to quality public services such as early childhood education and care, education and health, as well as access to adequate, affordable and decent housing and essential services such as affordable energy, sanitation, water and healthy nutrition, are necessary conditions for ensuring equal opportunities and improving employment levels, improving living and working conditions and fighting poverty and social exclusion; underlines the role that the ESF+ can play in this regard; draws particular attention to the situation of older people who, due to rising living costs and the declining purchasing power provided by their pensions, are living in or are at risk of falling into severe poverty, which often leads to them being deprived of basic needs, such as food, housing and access to care facilities, resulting in the loss of social dignity;

Added:13. Notes that the current ESF+ programme was adopted before the emergence of the crises that have led to high inflation and an increased cost of living, and therefore require higher public and social investment, such that the existing ESF+ cannot meet current needs; calls on the Commission, therefore, to ensure that a comprehensive, stable and large-scale needs-and-rights based budget, which takes into account inflation, the increased cost of living, poverty rates and the need for access to affordable housing, is guaranteed for the ESF+ in the next MFF;

Added:14. Underlines that the post-2027 ESF+ should invest in tackling enduring social challenges and stay close to the general and specific objectives set out in the current ESF+, while being capable of responding and adapting to changing socio-economic circumstances; emphasises the importance of the fund’s principles of shared management, clear objectives and thematic concentrations, and that most of the fund should be spent as close as possible to those using the fund in close cooperation with local and regional authorities and organisations; highlights the need to share best practices on the most efficient and transparent implementation of the ESF+; highlights the need to continuously assess the impact and effectiveness of ESF initiatives;

Added:15. Stresses that the post-2027 ESF+ should first and foremost address structural social and economic challenges; expresses its concern that the ESF+ has been repeatedly used as an emergency response tool and underlines that this approach poses a risk for the longer-term policy and investment objectives of cohesion policy and also poses the risk that the people for whom cohesion policy is intended cannot be sufficiently reached;

Added:16. Calls on the Commission, therefore, to protect the budget allocation of the ESF+ so that it can be used for its main objectives and beneficiaries and to propose a financial reserve instrument that enables the EU to respond rapidly and in a flexible manner to social emergencies and crisis situations, complementing the ESF+ and other cohesion funds, either built on the success of the temporary EU instrument launched in 2020, entitled ‘Support to mitigate Unemployment Risks in an Emergency (SURE)’, or be it an EU unemployment reinsurance scheme, or based on the EU Solidarity Fund, designed to be mobilised to repair damage caused by natural disasters or public health emergencies; calls on the Commission, therefore, to ensure its sufficient funding with a view to the increased risks in these areas due to climate change;

Objectives, priorities and budget

Change 6

Changed:10.17. Underlines that horizontal principles, such as gender equality, anti-discrimination,anti-discrimination based on sex, gender, sexual orientation, age, religion or belief, nationality, or racial or ethnic origin, and freedom of movement, should be integral to the ESF+; stresses the importance of an intersectional approach throughout the entire developmentdevelopment, implementation, monitoring and implementationevaluation of the fund;

Change 7

Removed:11. Insists that the ESF+ should target the most disadvantaged people in our societies, regardless of their sex, gender, sexual orientation, age, religion or belief, or racial or ethnic origin – in particular marginalised communities such as Roma people, people with disabilities or chronic diseases, homeless people, children and elderly people; underlines that the ESF+ must be inclusive, with special attention given to all kinds of families, including single-parent families, families with more than two parents and rainbow families;

Added:18. Stresses the importance of the social inclusion of persons with disabilities and insists therefore that the ESF+ supports the employment of persons with disabilities through work and training placements, especially in facilitating transitions from sheltered workshops to the open labour market;

Removed:12. Calls on the Commission, in the light of current challenges, to include in the specific objectives of the ESF+ the promotion of the just transition, the socio-economic integration of migrants, including labour migrants, the social inclusion of women who are victims of gender-based violence and the integration of older people;

Added:19. Stresses that more efforts are needed to ensure that persons with disabilities can access quality support and enjoy their rights as described in the UNCRPD; stresses that the upcoming ESF+ should keep prioritising independent living and the transition from institutional care to community-based care, and facilitate home support and personal assistance schemes; calls for the ESF+ to deliver on the European disability rights strategy 2021-2030, and in particular to facilitate the implementation of the upcoming EU Guidance on Independent Living and Inclusion in the Community, the upcoming Framework on Social Services of Excellence for Persons with Disabilities, and the Disability Employment Package;

Removed:13. Stresses that reaching the EPSR’s targets on poverty becomes challenging, unless specific support is dedicated to alleviating the pressure on social protection systems and mitigating the social impact of crises; insists on dedicating support to ensure decent living conditions for all, with access to high-quality essential services; calls for the EU anti-poverty strategy, outlined in Commission President Ursula von der Leyen’s political guidelines for the 2024-2029 term, to be implemented via the ESF+, with its binding poverty-reduction targets, national living wage indices and reference budgets used as benchmarks, applying a multidimensional approach;

Added:20. Insists that the ESF+ should target disadvantaged people in our societies, in particular marginalised people and communities such as children in vulnerable situations and older people, ethnic minorities, Roma people, persons with disabilities or chronic diseases, homeless people, low-income groups, the long-term unemployed, as well as those living in rural areas, islands or remote regions who face unique socio-economic challenges; underlines that the ESF+ must be inclusive, with special attention given to all kinds of families, people and families in depopulated areas where access to services and opportunities can be more limited, and to children deprived of parental care; further stresses that the ESF+ should encourage the adoption of measures that prevent family separation for families in precarious situations, including parenting education programmes, family-focused therapy and employment training;

Removed:14. Stresses that addressing child poverty requires appropriately funded, comprehensive and integrated measures, together with the implementation of the European Child Guarantee at national level, and insists that it constitute a central pillar of the EU anti-poverty strategy; repeats its previous demands for the ESF+ post-2027 to include a dedicated budget of at least EUR 20 billion for the European Child Guarantee; insists that all the Member States should allocate at least 5 % of their ESF+ resources to the European Child Guarantee and at least 10 % for those Member States with a higher portion of children at risk of poverty or social exclusion;

Added:21. Stresses that the ESF+ should invest in projects targeting women’s employment and the social and economic inclusion of women, with special attention to single mothers and female-headed households; insists that the ESF+ supports women who are in vulnerable situations and need extra support to (re)integrate in societies and the labour market, including women who are victims of gender-based violence, including economic violence; calls for a cross-cutting gender approach along the ESF+;

Removed:15. Urges the Commission to raise the earmarking for social inclusion beyond the current 25 % and the earmarking for food aid and basic material assistance for the most deprived persons to 5 %, in response to rising living and food costs;

Added:22. Calls on the Commission, in the light of current challenges, to include in the specific objectives of the ESF+ the promotion of the just transition, ending homelessness, the promotion of social enterprises in the social economy and the socio-economic integration of people in vulnerable situations, including migrants, young people, older people and those living in areas impacted by demographic decline and persons with disabilities or chronic diseases, as well as those coming back to the labour market after a longer absence;

Removed:16. Shares the ambition to prioritise the tackling of the housing crises, and insists that the ESF+ post-2027 should enhance timely and equal access to affordable, decent, sustainable and high-quality services promoting access to housing; believes that all the Member States must invest at least 5 % of their ESF+ resources into tackling homelessness;

Added:23. Stresses that reaching the EPSR’s targets on poverty becomes challenging, unless specific support is dedicated to developing medium to long-term solutions to lift people out of poverty and to tackle the structural causes of inequalities, making them more resilient to upcoming challenges, addressing current gaps in national social protection systems and therefore reinforcing welfare systems, and mitigating the social impact of crises in a targeted manner; insists on dedicating support to ensure decent living conditions leaving no-one behind, with access to high-quality essential public services; calls for the EU anti-poverty strategy, outlined in Commission President Ursula von der Leyen’s political guidelines for the 2024-2029 term to go beyond policy proposals and to allocate better funding in the upcoming MFF dedicated to social justice across funds, and to ease the delivery of the ESF+ on the ground; underlines the role of the ESF+ in implementing the strategy;

Removed:17. Emphasises the need to ensure sufficient financing of the ESF+ post-2027 for high-quality and public education for all, skills development, upskilling, reskilling and lifelong learning, and for the addressing of skills shortages, ensuring that individuals can successfully navigate labour market transitions;

Added:24. Stresses that addressing child poverty requires appropriately funded, comprehensive and integrated measures, together with the efficient implementation of the European Child Guarantee at national level, and insists that it constitutes a central pillar of the EU anti-poverty strategy; repeats its previous demands for the ESF+ post-2027 financial envelope to include a dedicated budget of at least EUR 20 billion for the European Child Guarantee; insists that all the Member States should allocate at least 5 % of their ESF+ resources to tackling child poverty and those Member States with a rate of children at risk of poverty or social exclusion above the EU average should allocate a higher amount to tackle the problem more effectively; insists on transparent and efficient use of the European Child Guarantee budget as close to the target groups as possible and in cooperation with whole spectrum of stakeholders and local organisations;

Removed:18. Calls for a strengthening of efforts to support the implementation of the Youth Guarantee with an increased earmarking for all Member States that dedicate at least 15 % of their ESF+ resources; repeats in this context its call on the Member States to ban unpaid traineeships;

Added:25. Urges the Commission, in line with the two general objectives of the fund and to reflect their importance on an equal footing, to raise the earmarking for social inclusion beyond the current 25 % and the earmarking for food aid and basic material assistance for the most deprived persons to 5 %, in response to rising living and food costs;

Removed:19. Underlines the importance of the ESF+ in focusing on different groups with different needs; stresses, therefore, the importance of allocating support to projects on the socio-economic position of migrants, including labour migrants, the social inclusion of people with disabilities, the ageing population in society, women and children, and female-headed households; insists that the ESF+ post-2027 incorporate other aspects of social inclusion, such as housing, health and family circumstances and the support of community-based services;

Added:26. Welcomes the Commission president’s announcement the delivery of a European affordable housing plan and the launch of a pan-European investment platform on affordable and sustainable housing; shares the ambition to prioritise the tackling of the housing crisis, in line with the principle of subsidiarity, and emphasises that the post-2027 ESF+ should enhance timely and equal access to affordable, decent, accessible, inclusive, sustainable and high-quality services promoting access to housing, including measures such as social housing and affordable rental schemes; believes that all Member States must invest a sufficient amount of their ESF+ resources into tackling homelessness and asks the Commission to propose a significant earmarking for this;

Removed:20. Stresses that the Employment and Social Innovation strand of the ESF+ provides support regarding the precarious situation of mobile workers and secures funding for trade union-related counselling; calls on the Commission and the Member States to ensure permanent funding for national and transnational trade union counselling services for such workers;

Added:27. Emphasises the need to ensure sufficient financing of the ESF+ post-2027 for high-quality, accessible public education and training for all, as well as the social right for workers to participate in skills development, upskilling, reskilling and lifelong learning, and for the addressing of skills shortages and brain drain, ensuring that individuals can successfully navigate labour market transitions without facing any type of discrimination, particularly workers impacted by the digital and green transition, and promoting specific actions for older workers to make the most of senior talent and experience; calls in this context for close cooperation between key actors, including educational institutions, employers, workers, governments and local authorities;

Removed:21. Calls for the ESF+ to boost the implementation of the European care strategy by investing in quality early childhood education and care through community-based, person-centred, high-quality, affordable and accessible care systems;

Added:28. Underlines the potential of the ESF+ in fostering innovation and digital skills, while supporting workers affected by the digital and green transition by aligning educational and training programmes in a targeted way with the evolving needs of key sectors and ensuring access to lifelong learning opportunities, so that workers of all ages can continuously adapt their skills to meet the new employment needs of a rapidly changing economy; stresses the need for more subsidies and development of programmes that support workers in the digital and green transition, including retraining and reskilling of workers;

Removed:22. Stresses that the implementation of the EPSR and the reforms needed to comply with the country-specific recommendations in the European Semester are also dependant on the strong support of the ESF+ for certain policy measures, especially those related to strengthening social welfare systems, ensuring inclusive and high-quality public education, reducing child poverty and eradicating homelessness;

Added:29. Insists that measures aiming to improve access to the labour market and promote skills acquisition should be designed in a way that promotes and recognises the autonomy of individuals, anticipates future skills needs and targets employees at risk of future job-loss; recalls in this context the wide range of skills-enhancing initiatives undertaken at the EU level that can provide useful guidance to the development of education and training programmes at the national and regional level;

Removed:23. Calls on the Commission to allocate consistent financial resources to capacity-building, with the aims of empowering social partners to play a relevant role in areas of their competence, of strengthening their capacity to engage in social dialogue both at EU and national level and of enhancing social partners’ actions – and include technical assistance for these three purposes – with an adequate minimum percentage investment obligation from the Member States; further insists that social partners and CSOs should be guaranteed access to funding for social policy objectives in all the Member States on an equal basis;

Added:30. Calls for the strengthening of efforts to support the implementation of the Youth Guarantee; urges the Commission to propose an increased earmarking beyond the current 12.5 % of their ESF+ resources for all Member States to support the targeted actions and structural reforms to support quality youth employment, vocational education and training, in particular traineeships and apprenticeships, and the transition from school to work, pathways to reintegrate into education or training and second chance education; repeats, in this context, its call on the Member States to ban exploitative practices, including unpaid traineeships; emphasises the need for monitoring and evaluation mechanisms to ensure its long-term impact and effectiveness;

Removed:24. Underlines that it is of the utmost importance that small social enterprises and CSOs have access to all aspects of the ESF+; calls for an increased co-financing rate of at least 90 % for measures targeting the most deprived implemented by CSOs, and at least 70 % for those implemented by social enterprises;

Added:31. Underlines the importance of the ESF+ in focusing on different groups with different needs; stresses, therefore, the importance of allocating support to, among others, projects on the social inclusion of persons with disabilities, Roma people, the ageing population in society, women and children, and female-headed and large households and families, and the socio-economic integration of migrants, including labour migrants, with special attention to migrant women; emphasises further that the ESF+ should support projects for social and educational objectives and improving skills in regions experiencing significant depopulation; insists that the ESF+ post-2027 incorporates other aspects of social inclusion, such as housing, health and family circumstances and the support of public and community-based services; underlines that there is no ‘one size fits all’ solution and that ways to address those needs may vary from region to region;

Added:32. Stresses that the Employment and Social Innovation strand of the ESF+ supports initiatives addressing the precarious situation of mobile workers and secures funding for trade union-related counselling, underlining the importance of workers’ representatives in collective bargaining; calls on the Commission and the Member States to provide stable funding for a European network of national and transnational trade union counselling services for such workers in order to enhance fair labour mobility;

Added:33. Recalls that the ESF+ should also aim to provide a healthy and well-adapted working environment in order to respond to health risks related to changing forms of work, and the needs of the ageing workforce; stresses that the pandemic has accelerated new realities and the rise of new forms of work brought by digitalisation, including artificial intelligence (AI), that have affected workers’ occupational safety and health; calls, in this light, for support and sufficient funding for a directive on the right to disconnect and teleworking rules, a directive on AI in the workplace and a Directive on psychosocial risks and well-being at work, as well as increased funding to ensure effective work on the protection of workers against dangerous and harmful substances;

Added:34. Calls for the ESF+ to boost the effective implementation of the European care strategy in all Member States by investing in quality community-based and home care services and infrastructure, long-term care and support for persons with disabilities and older persons with support needs, and quality early childhood education and care through community-based, child and person-centred, high-quality, affordable and accessible public care systems that promote the autonomy of persons in need of care as well as their dignity and that of carers; calls for further investment in support for carers, formal and informal, while at the same time ensuring decent working conditions for workers in the care sector, including adequate salaries, via a Care Deal; calls on the Member States to make full use of ESF+ funds to reinforce and finalise the deinstitutionalisation process so as to ensure that every person can live in a family or community environment;

Added:35. Recalls that public expenditure is needed to ensure upward social convergence; stresses that the implementation of the EPSR and the reforms under the relevant country-specific recommendations in the European Semester are also dependant on the strong support of the ESF+ for certain policy measures, especially those related to strengthening social welfare systems, ensuring inclusive, accessible and high-quality public education and training, care systems and healthcare services, including for mental health, reducing child poverty and eradicating homelessness and those relating to equal treatment and opportunities for women and men, which must be guaranteed and strengthened in all areas, including labour market participation, terms and conditions of employment and career advancement;

Added:36. Recalls that EU policies can deliver the biggest impact when they are coordinated with funding instruments and other strategic frameworks, such as the European Semester and its country-specific recommendations; notes that the effectiveness of interventions funded by the ESF+ depends on the successful implementation of reforms;