This dataset provides cumulative financial information on the different "financial Instruments" supported by each specific ESI Fund programme, for each year of implementation.

Financial instruments are an array of (mainly) repayable forms of financial support used under the ESI Funds to deliver public investment. Those forms of financial support include equity, loans and guarantees. More information on the use of financial instruments under the ESI Funds is presented on this website http://ec.europa.eu/regional_policy/en/funding/financial-instruments/ . There you will also find the "Annual Summaries of Data" prepared each year, which provide a description of the data as presented at a particular cut-off date.

This dataset presents information notified annually to the Commission by the national and regional programmes on the different financial instruments (fund of funds or specific funds) under the ESI Funds. This dataset will be updated regularly in order to show any corrections notified by the programmes during the quality checks and finalisation of the annual reports. For that reason the dataset may have more updated data than contained in the "Annual Summaries of Data".

In querying the dataset be aware of the following:
- The dataset presents cumulative values to the 31 December of each reference year, for multiple years (i.e. 2016 value will included values already reported in 2015). Therefore the values for different years **SHOULD NOT** be aggregated, but may be compared to see implementation progress;
- To calculate the total volume of financial instruments, aggregate only the values for "fund of funds" and "specific funds" in the column "FI type" ("Fund of fund specific funds" are a subset of the Funds of Funds);
- As (1) some financial instruments are funded by more than one programme and priority axis or measure and (2) there is separate reporting for each "fund of fund specific fund" under each "fund of fund", the number of rows in the dataset does not represent the total number of instruments but rather the total number of specific contributions from a priority axis of the operational programme or measure in case of EAFRD.

In relation to guarantees,
- In column 'Total amount of programme contributions committed to final recipients', the amounts correspond to the amount of the programme contributions blocked (committed) in guarantee contracts signed, irrespective whether the loan was disbursed or not to final recipient;
- In the column 'Total amount of programme contributions paid to final recipients', the amounts correspond to the amount of the programme contributions blocked (committed) in guarantee contracts signed for loans which were disbursed to final recipients; irrespective whether the guarantee was called or not. In case of portfolio guarantees the amount is a portion of guarantee committed for loans paid to final recipients (in line with the multiplier ratio according to specific rules on guarantees delivered through financial instruments of Article 8 of Commission Delegated Regulation (EU) No 480/2014).

This dataset provides information on expected achievements (targets) set for selected common indicators defined for the each of the specific ESI funds and the decided (forecasts from selected projects) and implemented values.

The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset was extracted on **12 December 2017** and contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.

For more information on the common indicator definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages.

This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it compares **PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS**.
The data will be updated regularly to reflect updated information transmitted.

*NEW* CLIMATE AND BIODIVERSITY TRACKING: In December 2018 the calculation of amounts planned, decided and spend on categorisation codes (weighted 100% and 40%) for climate tracking and biodiversity tracking were added to the dataset to allow full transparency on how investment under these tracking systems are progressing. Specially designed charts providing visualisations on these tracking systems are linked to the dataset below.
*NEW* OPERATIONS (projects) SELECTED: Also in December 2018 the number of operations (projects) linked to each categorisation value reported by priority axis is reflected in the dataset. In many cases programmes provide detailed categorisation information, reporting more than one intervention field code for a specific operation. While leading to more detailed thematic information it leads to multiple reporting of some operations.

TIMING AND FREQUENCY: The categorisation system implementation values are reported once a year by the 350+ programmes at end January. It is then published in this dataset towards the end of February. Thereafter the data is updated regularly to reflect the updated information transmitted by the programmes.
This dataset currently contains data to end-2016 and end- 2017. As the data is cumulative the **ANNUAL VALUES SHOULD NOT BE AGGREGATED *** but may be compared to see progress.

STRUCTURE OF DATASET: The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only four4 dimensions were encoded for ERDF/ Cohesion Fund while five5 dimensions were encoded for ESF and can be found in the dataset. Data on three3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare.
In analysing the content of the dataset **THE DIFFERENT DIMENSIONS SHOULD BE ANALYSED SEPARATELY AS OTHERWISE DOUBLE COUNTING OF FINANCIAL AMOUNTS WILL OCCUR**.
This information note provides more detail on the categorisation system 2014-2020: http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf

ANALYSING THEMATIC CONTENT AND PROGRESS: A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That "lookup" dataset also has the "climate change tracking" and "biodiversity tracking" weightings.

This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it **COMPARES PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS**.
The data will be updated regularly to reflect updated information transmitted. The implementation values are reported once a year by the 350+ programmes at end January. This dataset contains data to end-2016 and end 2017. As the data is cumulative the **ANNUAL VALUES SHOULD NOT BE AGGREGATED *** but may be compared to see progress.

The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only 4 dimensions were encoded for ERDF/ Cohesion Fund while 5 dimensions were encoded for ESF and can be found in the dataset. Data on 3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare. In analysing the content of the dataset **THE DIFFERENT DIMENSIONS SHOULD BE ANALYSED SEPARATELY AS OTHERWISE DOUBLE COUNTING OF FINANCIAL AMOUNTS WILL OCCUR**.
This information note provides more detail on the categorisation system 2014-2020: http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf

A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That lookup dataset also has the "climate change tracking" weightings and a similar weighting system for "biodiversity tracking".

This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it compares **PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS**.
The data will be updated regularly to reflect updated information transmitted.

*NEW* CLIMATE AND BIODIVERSITY TRACKING: In December 2018 the calculation of amounts planned, decided and spend on categorisation codes (weighted 100% and 40%) for climate tracking and biodiversity tracking were added to the dataset to allow full transparency on how investment under these tracking systems are progressing. Specially designed charts providing visualisations on these tracking systems are linked to the dataset below.
*NEW* OPERATIONS (projects) SELECTED: Also in December 2018 the number of operations (projects) linked to each categorisation value reported by priority axis is reflected in the dataset. In many cases programmes provide detailed categorisation information, reporting more than one intervention field code for a specific operation. While leading to more detailed thematic information it leads to multiple reporting of some operations.

TIMING AND FREQUENCY: The categorisation system implementation values are reported once a year by the 350+ programmes at end January. It is then published in this dataset towards the end of February. Thereafter the data is updated regularly to reflect the updated information transmitted by the programmes.
This dataset currently contains data to end-2016 and end- 2017. As the data is cumulative the **ANNUAL VALUES SHOULD NOT BE AGGREGATED *** but may be compared to see progress.

STRUCTURE OF DATASET: The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only four4 dimensions were encoded for ERDF/ Cohesion Fund while five5 dimensions were encoded for ESF and can be found in the dataset. Data on three3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare.
In analysing the content of the dataset **THE DIFFERENT DIMENSIONS SHOULD BE ANALYSED SEPARATELY AS OTHERWISE DOUBLE COUNTING OF FINANCIAL AMOUNTS WILL OCCUR**.
This information note provides more detail on the categorisation system 2014-2020: http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf

ANALYSING THEMATIC CONTENT AND PROGRESS: A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That "lookup" dataset also has the "climate change tracking" and "biodiversity tracking" weightings.

This dataset provides information on expected achievements (targets) set for selected common indicators defined for the each of the specific ESI funds and the decided (forecasts from selected projects) and implemented values.

The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.

For more information on the common indicator definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages.

The same data on the **programme specific indicators** (including output and result indicators) is available in this separate dataset: https://cohesiondata.ec.europa.eu/2014-2020-Indicators/ESIF-2014-2020-Achievement-Details-ERDF-CF-Program/3de9-gnka

This file contains "categorisation data" from the ERDF/ESF/Cohesion Fund programmes as adopted (including modifications). The data is in current prices. It is regularly updated to reflect reprogramming notified by the programmes.

The data is provided in tables, one for each priority axis (investment pillar), for each specific programme. The categorisation system is defined in Implementing Regulation 215/2014 with 8 dimensions - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only 4 dimensions were encoded for ERDF/ Cohesion Fund while 5 dimensions were encoded for ESF and can be found in the dataset. In analysing the content of the dataset the different dimension should be analysed separately - **NEVER AGGREGATE VALUES ACROSS DIMENSIONS** as otherwise double counting of the financial amounts will occur.

A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That lookup dataset also has the "climate change tracking" weightings and a similar weighting system for "biodiversity tracking".

The Intervention field dimension is the most complete of the the different dimensions in terms of financial coverage. (NB although the SME initiative programmes were not asked to provide categorisation tables, because of simplified programming requirements, they have been manually added by DG REGIO.)

The total investments under other dimension may vary for different reasons (i.e. Technical assistance priority axes are not encoded in all dimensions, etc.)

If downloading, check the format of financial amounts and where necessary change your regional settings and default formatting in your chosen software. You can check the results of your aggregation of the financial data by comparing results with the pre-formatted charts profiled on this metadata page under “featured content”.

This dataset provides information on expected achievements (targets) set for selected common indicators defined for the each of the specific ESI funds and the decided (forecasts from selected projects) and implemented values.

The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset was extracted on **12 December 2017** and contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.

For more information on the common indicator definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages.

This dataset provides information on expected achievements (targets) set for selected common indicators defined for the each of the specific ESI funds and the decided (forecasts from selected projects) and implemented values.

The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset was extracted on **12 December 2017** and contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.

For more information on the common indicator definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages.

This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it **COMPARES PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS**.
The data will be updated regularly to reflect updated information transmitted. The implementation values are reported once a year by the 350+ programmes at end January. This dataset contains data to end-2016 and end 2017. As the data is cumulative the **ANNUAL VALUES SHOULD NOT BE AGGREGATED *** but may be compared to see progress.

The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only 4 dimensions were encoded for ERDF/ Cohesion Fund while 5 dimensions were encoded for ESF and can be found in the dataset. Data on 3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare. In analysing the content of the dataset **THE DIFFERENT DIMENSIONS SHOULD BE ANALYSED SEPARATELY AS OTHERWISE DOUBLE COUNTING OF FINANCIAL AMOUNTS WILL OCCUR**.
This information note provides more detail on the categorisation system 2014-2020: http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf

A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That lookup dataset also has the "climate change tracking" weightings and a similar weighting system for "biodiversity tracking".