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EU Level
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1. PURPOSE: This dataset provides, in a single source, regionalised (NUTS-2) annual EU expenditure data for specific EU funds - ERDF, Cohesion Fund, EAFRD/EAGGF and ESF. This data can be used, among other purposes, to facilitate analysis on the effects of the EU funds.

In terms of the regionalisation of EU payments made, this work expands and replaces datasets previous published on the ERDF and Cohesion fund with additional years and additional EU funds.
The following studies on ERDF and Cohesion fund expenditure are to a large extent now superseded:
- "Geography of expenditure" Work Package 13 of the ERDF and CF ex-post evaluation 2007-2013 - http://ec.europa.eu/regional_policy/en/policy/evaluations/ec/2007-2013/#13
- "Final Report - ERDF and CF Regional Expenditure" (2000-2006) - SWECo 2008 - http://ec.europa.eu/regional_policy/sources/docgener/evaluation/pdf/expost2006/expenditure_final.pdf
- "The Territorial Effects of the Structural Funds" (1994-1999) - ESPON 2005, study 2.2.1 - http://www.espon.eu/main/Menu_Projects/Menu_ESPON2006Projects/Menu_PolicyImpactProjects/structuralfundsimpact.html

The dataset does not contain any identification of the thematic nature of the investments made. This is because there was no harmonised system or information available across funds and across programme periods to estimate the thematic composition of the investments. For the ERDF and Cohesion Fund the studies cited above provided some thematic information for specific programme periods.

2. SCOPE

2.1 REGIONALISATION: This dataset provides the most complete historic picture available to date on the annual EU payments made under different shared management funds mapped to or estimated by NUTS-2 regions;
=> presented in the column "EU_payment_annual".

The work undertaken to regionalise the payment data is predominantly based on the NUTS-2013 version as described in the final report of the 2016 WIIW study (link below). In case the EU funded programmes covered more than one NUTS-2 region the regionalisation of the payments was carried out using either (1) regionalised data provided by the managing authorities or (2) the application of certain apportioning rules to the payments in order to estimate the share of the payment by NUTS-2 region.

In regionalising the data, information on the specific national or regional funding programme, which were the source of the payments, was not retained in the processing of the dataset.

2.2 MODELLING OF “REAL” EXPENDITURE: The yearly breakdown of the dataset follows the cycle of the European Commission payments to the Member States and not the date on which real expenditures took place on the ground. This characteristic may negatively affect any subsequent analytic work to carry out policy assessments.

In order to develop a more realistic estimate of the annual profile of real expenditure, the Commission tasked BERGEN to undertake work to develop a modelling of the “real” annual expenditure on the ground, and to test the robustness and sensitivity of assumptions used (see link to final report below).
=> the modelled real expenditure is presented in the column "Modelled_annual_EU_payments" and it represents the mean of 100 000 simulations on the annual EU payments to estimate real expenditure.
=> The column "Standard_Deviation" provides the standard deviation of the “modelled_annual_EU_payments" which is the root mean square of the
Tags No tags assigned
Updated
March 11 2024
Views
839

EU Level
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This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular **COMPARES PLANNED AMOUNTS TO IMPLEMENTED VALUES**. The data will be updated regularly to reflect updated information transmitted. The implementation values are reported annually (at 31 January) by the 350+ programmes. This dataset (of 9/2017) contains data to end December 2016.

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 **TO AVOID DOUBLE COUNTING** the different dimension should be analysed separately **AND NEVER AGGREGATED**.

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 No tags assigned
Updated
April 5 2024
Views
836

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Last Update: March 2016. The data available measures some of the direct outputs under 11 core indicators as reported by over 300 ERDF/CF programmes across the EU. The data is preliminary as the programmes continued their activities to finalise all projects during 2015. The Commission will received the final statements of achievements in March 2017.
Tags core indicators 2007-2013 cohesion policy dg regional and urban policy
Updated
April 27 2018
Views
829

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This dataset provides information on planned (planned) financing under the different ESI Funds (2014-2020). The data is taken from the adopted financial tables (as at July 2016) and is broken down by fund, programme, priority axis, thematic objective and category of region (more developed, less developed, etc. where available).
For ERDF, ESF and CF the "priority" columns relate to the priority axis (financing blocks) in the programmes; the "investment priority" related 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 ).
The data now covers 531 programmes available (adopted and draft) as at the beginning of November 2015 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) and as a result the dataset will be updated regularly.
Tags esi funds 2014-2020 fund programme priority axis and 8 more
Updated
October 28 2024
Views
823

Other: RCI-SPI
Dataset
Tags eu-spi social progress indice beyond gdp spi
API Docs
Updated
June 2 2021
Views
821

Chart
Last Update: March 2016. The data available measures some of the direct outputs under 11 core indicators as reported by over 300 ERDF/CF programmes across the EU. The data is preliminary as the programmes continued their activities to finalise all projects during 2015. The Commission will received the final statements of achievements in March 2017.
Tags core indicators 2007-2013 cohesion policy dg regional and urban policy
Updated
April 27 2018
Views
816

2021 / 2027 Categorisation
Filtered View
2021-2027 financial details planned broken down by categorisation dimensions and by specific objectives
Tags No tags assigned
API Docs
Updated
October 31 2024
Views
815

Chart
This dataset provides information on planned (planned) financing under the different ESI Funds (2014-2020). The data is taken from the adopted financial tables (as at July 2016) and is broken down by fund, programme, priority axis, thematic objective and category of region (more developed, less developed, etc. where available).
For ERDF, ESF and CF the "priority" columns relate to the priority axis (financing blocks) in the programmes; the "investment priority" related 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 ).
The data now covers 531 programmes available (adopted and draft) as at the beginning of November 2015 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) and as a result the dataset will be updated regularly.
Tags esi funds 2014-2020 fund programme priority axis and 8 more
Updated
October 28 2024
Views
811

Chart
Last Update: March 2016. The data available measures some of the direct outputs under 11 core indicators as reported by over 300 ERDF/CF programmes across the EU. The data is preliminary as the programmes continued their activities to finalise all projects during 2015. The Commission will received the final statements of achievements in March 2017.
Tags core indicators 2007-2013 cohesion policy dg regional and urban policy
Updated
April 27 2018
Views
803

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Statistics provided by the EU countries on the participation in ESF-funded projects during the ESF period 2007-2013. The European Commission cannot guarantee the accuracy or completeness of the data or information provided by the Member States, nor does it accept responsibility or liability for any use made thereof.
Tags esf participation
Updated
December 21 2022
Views
796