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Dataset
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).
Tags esif loan loans equity venture capital and 4 more
API Docs
Updated
December 14 2023
Views
9,718

2014 / 2020 Finances
Dataset
ESIF 2014-2020 Financial Plans (daily update) by country, operational programme, fund, category of region and year.
For more information on the legal basis for ESI Funds 2014-2020, see:
http://ec.europa.eu/regional_policy/en/information/legislation/regulations/
The annual financial plan by fund provides:
- the planned EU annual "main" commitment amount;
- the performance reserve commitment amount;
- broken down by programme (for all ESI funds);
- broken down by "category of region" for each ESF and ERDF "Investment for Growth and Jobs" programme (not available for other funds or programmes)
Tags esif financial plans commitment plan performance reserve operational programme and 3 more
API Docs
Updated
September 24 2024
Views
4,202

EU Level
Filtered View
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.
Tags esif 2014-2020 eafrd erdf esf and 6 more
API Docs
Updated
October 4 2024
Views
5,652

2014 / 2020 Finances
Dataset
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.
Tags esif 2014-2020 eafrd erdf esf and 14 more
API Docs
Updated
October 4 2024
Views
81,635

EU Level
Filtered View
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.
Tags esif 2014-2020 eafrd erdf esf and 6 more
API Docs
Updated
October 4 2024
Views
1,958

2014 / 2020
Filtered View
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".
Tags esif erdf esf cohesion fund cf and 5 more
API Docs
Updated
April 5 2024
Views
1,312

2014 / 2020
Filtered View
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.
Tags esif 2014-2020 eafrd erdf esf and 6 more
API Docs
Updated
October 4 2024
Views
764

2014 / 2020 Finances
Filtered View
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.
Tags esif 2014-2020 eafrd erdf esf and 14 more
API Docs
Updated
October 4 2024
Views
1,461

2014 / 2020
Filtered View
This file contains lists of the 2014-2020 categorisation dimensions and codes based on the linked dataset presenting the financial values planned and implemented.
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
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
Tags esif cohesion fund erdf esf cf and 27 more
API Docs
Updated
April 5 2024
Views
657

2014 / 2020
Filtered View
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.
Tags esif 2014-2020 eafrd erdf esf and 6 more
API Docs
Updated
October 4 2024
Views
454