Guide to delivering European funding (England only)

Building Better Opportunities programme homepage

We are currently reviewing our guidance and it's version control. Some recent changes are yet to be added to the guidance, but have been communicated through email updates to the lead organisation. Please be sure to read these updates below and apply them in conjunction with the Guide to delivering European funding.

We apologise for any inconvenience, but hope that this process will be beneficial in the long term.

Section 1

LAST UPDATED: SEPTEMBER 2018

Orientation v7 (PDF, 117 KB)

Section 2

LAST UPDATED: MAY 2017

Introduction v6 (PDF, 274 KB)

Section 3

LAST UPDATED: MAY 2017

Getting started v6 (PDF, 200 KB)

Section 4

LAST UPDATED: OCTOBER 2019

Payments, claims and monitoring v8 (PDF, 413 KB)

LAST UPDATED: SEPTEMBER 2020

Annex A: Your payment schedule v10 (XLSX, 168 KB)

LAST UPDATED: OCTOBER 2019

Annex B: Progress project report v7 (DOCX, 84 KB)

LAST UPDATED: JANUARY 2019

Annex D: Changes to your project form v7.1 (DOCX, 76.7 KB)

LAST UPDATED: JANUARY 2020

Annex U: Staff list v3 (XLSX, 313 KB)

LAST UPDATED: JANUARY 2020

Annex V: Partner list v3 (XLSX, 89 KB)

Section 5

LAST UPDATED: MAY 2017

Targets and project outcomes v6 (PDF, 810 KB)

LAST UPDATED: MAY 2019

Annex E: Target and project outcome schedule is no longer available online, please contact your funding officer for the latest version

LAST UPDATED: MAY 2019

Annex F: Target and project outcome schedule (Cor/2/1 only) is no longer available online, please contact your funding officer for the latest version

Section 6

LAST UPDATED: JULY 2019

Participants v11 (PDF, 412 KB)

LAST UPDATED: NOVEMBER 2019

Annex G: Participant file template v8 (DOCX, 122 KB)

LAST UPDATED: FEBRUARY 2019

Annex H: Participant entry form v11.1 (DOCX, 93 KB)

Annex H: Participant entry form black and white v11.1 (DOCX, 88 KB)

LAST UPDATED: NOVEMBER 2019

Annex I: Participant progress form v8 (DOCX, 115 KB)

LAST UPDATED: FEBRUARY 2019

Annex J: Participant exit form v8 (DOCX, 68 KB)

Annex J: Participant exit form black and white v8.1 (DOCX, 68 KB)

If you are a London area project see below Section 12, for your London specific information and exit form.

LAST UPDATED: JULY 2019

Annex L: Participant monitoring spreadsheet v12 (XSLX, 26.9 MB)

Updates in version 9 - Annex L Participant monitoring spreadsheet (DOCX 46KB)

LAST UPDATED: OCTOBER 2017

Annex L: Data schema (XSLX, 86 KB)

LAST UPDATED: DECEMBER 2018

Annex M: Participant definitions and data fields v8 (DOCX, 161 KB)

LAST UPDATED: FEBRUARY 2019

Annex R: Participant exit form - COR/2/1 v3.1 (DOCX, 70 KB)

Annex R: Participant exit form black and white - COR/2/1 v3.1 (DOCX, 68 KB)

Section 7

LAST UPDATED: MAY 2017

Partners and procurement v6 (PDF, 278 KB)

Section 8

LAST UPDATED: JANUARY 2019

Costs and expenditure v9.2 (PDF, 377 KB)

LAST UPDATED: FEBRUARY 2019

Annex N: Participant expenses, allowances and incentives form v8.1 (DOCX, 76 KB)

Annex N: Participant expenses, allowances and incentives form black and white v8.1 (DOCX, 68 KB)

LAST UPDATED: MAY 2019

Annex O: Financial monitoring spreadsheet v10 (XLSX, 4.2 MB)

LAST UPDATED: JULY 2019

Annex T: Hourly Rate Calculator v2.0 (XLSX, 115KB)

LAST UPDATED: JUNE 2019

Hourly rate guidance v2 (PDF, 399 KB)

Section 9

LAST UPDATED: JANUARY 2019

Publicity v13 (PDF, 361 KB)

Section 10

LAST UPDATED: MAY 2017

Cross-cutting themes v6 (PDF, 172 KB)

Section 11

LAST UPDATED: FEBRUARY 2020

Evidence and retention v7 (PDF, 218 KB)

Section 12

LAST UPDATED: MAY 2017

Projects based in London v6 (PDF, 252 KB)

LAST UPDATED: FEBRUARY 2019

Annex P: Participant exit form (London only) v8.1 (DOCX, 74 KB)

Annex P: Participant exit form black and white (London only) v8.1 (DOCX, 72 KB)

Section 13

LAST UPDATED: MAY 2017

Glossary of terms v6 (PDF, 169 KB)

Section 14

LAST UPDATED: AUGUST 2019

Grant closure V1 (217, KB)

Essential updates

LAST UPDATED: SEPTEMBER 2020

• Essential update October 2020
  Changes to Coronavirus Job Retention Scheme
• Essential update October 2020 - Part 2
  GDPR and Clarification on the process for reporting data breaches
• Essential update September 2020
  Update to Annex A
• Essential update March 2020
  Covid-19 response
• Essential update March 2020 - Part 2
  Covid-19 response - part 2
• Essential update February 2020
  

  Guide to Delivering European Funding Section 11: Evidence and Retention

• Essential update January 2020 - Part 2
  Annex U: Staff list and Annex V: Partner list
• Essential update January 2020
  Future grant payments
• Essential update November 2019 - Part 2
  Update on Procurement, pension contributions and direct staff costs
• Essential update November 2019
  General election, Purdah and funding extensions
• Essential update October 2019 - Part 2
  Materials update and managing Self-Declared Adjustments and Irregularities
• Essential update October 2019
  Procurement policy note – Preparing for the UK leaving the EU
• Essential update September 2019
  Grant closure guidance and additional direct staff costs methodology
• Essential update August 2019
  Focus on Procurement
• Essential update July 2019
  Updates to annex L and annex T
• Essential update June 2019
  Learning from Article 127 checks: Procurement compliance and hourly rate guidance
• Essential update May 2019
  European elections, Purdah and funding extensions
• Essential update May part 2 2019
  Immediate changes to annex L and annex O, the roll out of the disengaged participant policy, and grant holder access to BBOX
• Essential update April 2019
  Reporting potential fraud and data breaches, Feedback from Article 127 checks, Extensions, and annex updates
• Essential update March 2019
  Updates on annex L, A and E
• Essential update February 2019
  Updated Guide to Delivering European Funding, section eight (Costs and expenditure), section nine (Publicity) and annex D
• Essential update January 2019
  Update on pay rises for part time staff and Ecorys to launch participant telephone survey – January 2019
  
• Essential update January 2019 - Rebrand
  Our new name, the logo, media and publicity and updates to section 9 of the Guide to Delivering European Funding
  
• Essential update Irrecoverable VAT
  Irrecoverable VAT and Kiteworks changes
  
• Essential update November 2018
  Updated Guide to Delivering European Funding section 6 (Participants) and annex H
  
• Essential update September 2018
  Changes to Article 125 testing
  
• Essential update November 2017
  Annex A, Types of publicity and Participant engagement activity
  
• Essential update October 2017
  Data Issues - Correct responses and formats, information in fields not relevant to projects, duplicate participants, #REF errors and Annex E
  

GDPR notices

• DWP action notes
• Materials update
• Data controller changes, May 2018
• Changes to data fields, May 2018
• GDPR transition plan, April 2018
• GDPR essential update, April 2018

Hourly rates

• Essential update June 2018 1
  Difficulties in our approval of the hourly rates
• Essential update June 2018 2
  Hourly rate calculations, your Q2 claim and Q3 payment
• Essential update May 2018 1
  1720 material release - Hourly Rate Guidance document
  Annex S – Calculator for existing staff
  Annex T – Calculator for new staff
• Essential update May 2018 2
  1720 calculations new staff (including on BBO less than 12 months), 1720 Evidence of defrayal, Can 1720 rates be re-calculated when a pay award is made? and Financial and target forecasts for Q2 2018 claim

Throughout the Building Better Opportunities programme, we have published questions asked by the general public and their answers. These have now been archived but are available for public viewing. Please contact esf@tnlcommunityfund.org.uk or call 0345 4 10 20 30.