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Country Level
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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 No tags assigned
Updated
December 14 2023
Views
145

Country Level
Chart
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 No tags assigned
Updated
December 14 2023
Views
128

EU Level
Chart
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
666

2014 / 2020
Dataset
This table maps the ERDF/ESF-YEI/CF programmes (Along with ENI and IPAE programmes) to relevant NUTS codes as provided by the programmes in their programme documents.
The column "Fund-Sole" indicates which funds are providing support to a specific programme and to a specific NUTS region. Some programmes are funded from several funds as shown by the column "Fund-All".
The NUTS 2010 version is used.
Tags nuts 2010 regions regional coverage coverage and 1 more
API Docs
Updated
April 22 2024
Views
1,188

EU Level
Chart
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
804

EU Level
Chart
This dataset provides time series information on the financial implementation on the ground of the 530+ ESI Funded programmes. The data is in current prices and 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:

- ERDF/ESF/CF/YEI: financial data on select operations and expenditure declared by them is provided to the Commission 3 times a year on 31/1, 31/7 and 31/10 with data up until 31/12, 30/6 and 30/9 respectively;
- EAFRD: Financial data on selected projects is provided to the Commission annually (the EAFRD data on spending is derived from certified expenditure reported);
- EMFF: data is provided to the Commission annually up until 31/12.
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 (FAQs) accessible from the platform - http://ec.europa.eu/regional_policy/en/faq/about_open_data/#8
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 either with (1) the charts on the public platform or (2) with the pre-formatted charts profiled on this metadata page under “featured content”.
Tags No tags assigned
Updated
April 26 2024
Views
159

Country Level
Chart
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 No tags assigned
Updated
December 14 2023
Views
644

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
April 26 2024
Views
342

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
April 26 2024
Views
376

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
April 26 2024
Views
397