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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.
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”.
Updated
April 23 2021
Views
5,355
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 data will be updated regularly to reflect updated information transmitted.
***NEW*** 03/2020 - The Commission's COVID-19 response in 2020 involves encouraging reprogramming unallocated EU budget towards the COVID-19 health response and support to the economy, particularly through supporting SMEs and workers. Check out these data stories based on this dataset:
- HEALTH: https://cohesiondata.ec.europa.eu/stories/s/In-profile-cohesion-policy-improving-health-servic/qyuv-h9j2
- SMEs: https://cohesiondata.ec.europa.eu/stories/s/An-Economy-that-works-for-people-Cohesion-Policy-s/n4ee-2h83
- HEALTH: https://cohesiondata.ec.europa.eu/stories/s/In-profile-cohesion-policy-improving-health-servic/qyuv-h9j2
- SMEs: https://cohesiondata.ec.europa.eu/stories/s/An-Economy-that-works-for-people-Cohesion-Policy-s/n4ee-2h83
***NEW*** 12/2018 - 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*** 12/2018 - 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.
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
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.
Updated
March 1 2021
Views
9,306
Updated
June 15 2020
Views
790
Each row provides the name of the specific objectives (SO) and the description of the planned actions from each priority axis of each programmes under the Cohesion policy - ERDF, ESF, CF and YEI - programmes.
The SO names and action descriptions are in the original language of the programmes. Official translations are not available.
The SO names and action descriptions are in the original language of the programmes. Official translations are not available.
Updated
October 22 2018
Views
383
This dataset contains the cumulative financial data reported by all cohesion policy fund programmes in its raw form with financing (costs supported and expenditure reported) linked to specific categorisation dimension codes.
The dataset does *not* contain information on planned spending by categorisation codes. Becasue of the data structure that is not possible in this format.
The following categoriation dataset for 2014-2020 are related:
- Categorisation Planned: https://cohesiondata.ec.europa.eu/d/9fpg-67a4
- Categorisation planned vs implemented (aggregated by priority axis and presented by individual dimension codes ): https://cohesiondata.ec.europa.eu/d/3kkx-ekfq
- Categorisation Planned: https://cohesiondata.ec.europa.eu/d/9fpg-67a4
- Categorisation planned vs implemented (aggregated by priority axis and presented by individual dimension codes ): https://cohesiondata.ec.europa.eu/d/3kkx-ekfq
Updated
April 19 2021
Views
275
This data set provides information on the indicative list of major projects from the ERDF and Cohesion Fund programmes 2014-2020 and details on the projects so far presented for the approval of the Commission. The data set will be updated regularly to reflect changes in the programme lists and major project notifications. Financial Data is in current prices.
‘Major Projects’ are usually large-scale infrastructure projects in the transport and environment sectors, but some may also involve investments in the energy, research, ICT and other sectors supported by the ERDF or the Cohesion Fund. The total eligible cost for a project to be designated "major" is generally more than € 50 million, but € 75m for transport and energy networks under Thematic Objective 7 - Transport and other strategic networks. Due to their scale and importance the planned major projects are specifically listed in the Operational Programmes and are then subject to an assessment and a specific approval by the European Commission on the basis of documentation including Cost-Benefit Analysis and feasibility studies.
To facilitate their assessment various procedures for sending major projects to the Commission are provided for. (There are separate procedures for projects phased between different financing periods). The Member States are recommended to use independent experts (from the JASPERS initiative) to appraise their projects.
If downloading, check the format of financial amounts and where necessary change you 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”.
Updated
February 12 2021
Views
44,489
This dataset presents information on EU payments to the ESI Funds programmes as well as to FEAD, IPA-E and ENI supported programmes.
Annual snapshots are provided in the data and therefore the data **must** be filtered by year to have an accurate view of the total EU planned amount and payments made.
Data is reported on cumulative basis, i.e. the amounts shown in 2017 represent the cumulative payments made from the beginning of the programming period (2014-2017 up to date).
The dataset is updated on a daily basis.
Annual snapshots are provided in the data and therefore the data **must** be filtered by year to have an accurate view of the total EU planned amount and payments made.
Data is reported on cumulative basis, i.e. the amounts shown in 2017 represent the cumulative payments made from the beginning of the programming period (2014-2017 up to date).
The dataset is updated on a daily basis.
Updated
April 23 2021
Views
44,951
***** UPDATE: 3/9/2019 *****
With the release of the June 2019 data on "finances implemented" the Commission also makes a correction to the way it compares planned finances with decided finances (selected) for cohesion policy funds. The total planned amounts include programmes (or priorities) that are expressed either in 1) in public cost only, or 2) in total cost (i.e. including private financing). Some of the programmes expressed in public cost were reporting in finances implemented in "total costs of decided (selected) operations (including private cost)" and in "public cost of decided operations". To more accurately reflect the correct selection rate the Commission now takes only the public cost decided for those "public cost" programmes (or priorities). The correction is applied to all new data published and retroactively. The effect is to reduce the cohesion policy selection rate by -0.7% points for end 2018. The change mainly affects ERDF and programmes in following Member States - BE, BG, IT, MT, PT and RO.
**************************
With the release of the June 2019 data on "finances implemented" the Commission also makes a correction to the way it compares planned finances with decided finances (selected) for cohesion policy funds. The total planned amounts include programmes (or priorities) that are expressed either in 1) in public cost only, or 2) in total cost (i.e. including private financing). Some of the programmes expressed in public cost were reporting in finances implemented in "total costs of decided (selected) operations (including private cost)" and in "public cost of decided operations". To more accurately reflect the correct selection rate the Commission now takes only the public cost decided for those "public cost" programmes (or priorities). The correction is applied to all new data published and retroactively. The effect is to reduce the cohesion policy selection rate by -0.7% points for end 2018. The change mainly affects ERDF and programmes in following Member States - BE, BG, IT, MT, PT and RO.
**************************
This data set provides time series information on the financial implementation on the ground of the 530+ ESI Funded programmes. The data is cumulative, i.e. 2016 values included the finances implemented for 2015. Therefore the value for different years **MUST NOT BE AGGREGATED**
The financial implementation data is disaggregated by fund, programme, priority axis, thematic objective and category of regions (where available). The data is provided by the managing authorities of the 530+ programmes on at least an annual basis. For some funds the data is provided more regularly:
For Cohesion Policy funds (ERDF-ESF-YEI-Cohesion Fund) updates are received 3 times a year – on 31 January, 31 July and 31 October - covering cumulative finances implemented to the end of the month preceding submission. After submission the data is published on the platform within 4-6 weeks;
For EAFRD the data on the value of selected projects is reported once a year on 30 June covering cumulative selection up until the previous December; the data on expenditure is taken from the certified expenditure reported quarterly;
For EMFF the data on the value of selected projects and spending is reported once a year on 31 May, and covers the period until the previous December
For Cohesion Policy funds (ERDF-ESF-YEI-Cohesion Fund) updates are received 3 times a year – on 31 January, 31 July and 31 October - covering cumulative finances implemented to the end of the month preceding submission. After submission the data is published on the platform within 4-6 weeks;
For EAFRD the data on the value of selected projects is reported once a year on 30 June covering cumulative selection up until the previous December; the data on expenditure is taken from the certified expenditure reported quarterly;
For EMFF the data on the value of selected projects and spending is reported once a year on 31 May, and covers the period until the previous December
A detailed description of all the variables in the dataset is provided in the metadata file ESIF_Implemented Finance_Data_Description_of_Dataset_20161219.xlsx (in Attachments below).
Further details on the "finances implemented" data and the other forms of are provided also in the "About" section providing FAQs accessible from the platform - http://ec.europa.eu/regional_policy/en/faq/about_open_data/#8
Updated
April 23 2021
Views
50,498
This dataset provides information on planned total and EU financing under the different ESI Funds (2014-2020) in current prices. The data is taken from the adopted financial tables and is broken down by fund, programme, priority axis, thematic objective and category of region (more developed, less developed, etc. where available). It is updated daily to reflect any modifications (i.e; thematic reallocations) agreed between the Member States and the Commission.
The data cover the more than 530 programmes and includes the EU and national co-financing covered by the adoption decision. Financial allocations in the programme financial table may change over time (i.e. transfers between themes, between funds). The first wave of major changes took place at end 2017 as a result of the allocation of the "technical adjustment" and the increase in the allocation to the Youth Employment initiative.
- For ERDF, ESF and CF the "priority" columns relate to the priority axis (financing blocks) in the programmes; the "investment priority" relates to the fixed lists of defined investment objectives set in the three specific fund Regulations.
- For the European Agricultural fund for Rural Development (EAFRD) detail is also provided by EAFRD "Focus areas" and "Measures" (the EAFRD Focus Areas are detailed in the EAFRD fund regulation - Article 5 and the EAFRD measures in Article 13-40 of the relevant Implementing Regulation).
- For the European Agricultural fund for Rural Development (EAFRD) detail is also provided by EAFRD "Focus areas" and "Measures" (the EAFRD Focus Areas are detailed in the EAFRD fund regulation - Article 5 and the EAFRD measures in Article 13-40 of the relevant Implementing Regulation).
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 either with (1) the charts on the public platform or (2) with the pre-formatted charts profiled on this metadata page under “featured content”.
Updated
April 23 2021
Views
81,610
Updated
May 23 2020
Views
151
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