A guide to understand, download and reuse categorisation data 2014-2020.

Based on #ESIFopendata, this dashboard gives insights into the take up of the main CRII/CRII+ measures in response to the coronavirus / COVID-19 crisis.

This dataset includes the figures by Fund (European Regional Development Fund, European Social Fund, Cohesion Fund,Youth Employment Initiative).

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*** 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

***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.

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.

As part of the CRII/CRII+ package, at the request of a country, the expenditure declared in 2020-2021 accounting exercise could be financed 100% by EU resources. This option of 100% European co-financing is one of the most popular measures with the majority of modified programmes making use of this possibility.

The data below shows the number modified programmes with 100% EU co-financing in relation to the total number of cohesion policy programmes by country (TC = Interreg programmes). The table also counts the total number of priority exes (investments envelopes) and the number with 100% EU cofinancing.

This dataset includes the figures by Fund (European Regional Development Fund, European Social Fund, Cohesion Fund,Youth Employment Initiative).

We are frequently approached by researchers for data on cohesion policy financing broken down using the the NUTS territorial classification. Here we set out what is available at NUTS level.

File description: The financial allocations for Thematic Objective (TO) and Fund have been extracted 09/01/2015. The file contains the Thematic Objective allocations for the programming period 2014/2020 for all the 28 Member States. Please notice that the Partnership agreements are going under revision to include the European Maritime and Fishery Fund (EMFF); therefore, some data may change in the following months.

Disclaimer: Please notice that the financial allocations reported in this file are not entirely finalised and they may change during the following months.

Under the CRIII+ proposals, at the request of a country, the resources available for programming for the year 2020, could be transferred between the ERDF, the ESF and the Cohesion Fund.
The dataset below show the increase and decreases in EU funding by country, programme fund and category of region since the adoption of the CRII package. As no new EU funds were available the sum of changes overall is normally "zero" (increases = decreases).