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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 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
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".
Updated
March 1 2021
Views
328
This dataset provides the raw cumulative categorisation data on the projects selected for support as reported in the 322 ERDF/CF programme final implementation reports (FIR) as presented in the closure documeantation. The dataset is the best approximation of thematic content of what was financed during 2007-2013.
Each row presents a volume of EU support allocated to selected projects along with a combination of categorisation dimension codes. The Categorisation information system 2007-2013 was composed of 5 dimension providing information on:
- Priority themes (activities supported)
- Form of Finance
- Territorial context
- Location (NUTS codes)
- Economic Dimension
- Priority themes (activities supported)
- Form of Finance
- Territorial context
- Location (NUTS codes)
- Economic Dimension
This raw data is of interest because it allows cross analysis of the different dimensions to answer questions such as:
- Which industries were supported under enterprise support measures? - (Comparing Priority themes vs Economic dimension)
- What sectors benefited from support to research activities
- What form of finance was used to deliver support to energy efficiency measures? - (comparing form of finance vs Priority theme)
- Which industries were supported under enterprise support measures? - (Comparing Priority themes vs Economic dimension)
- What sectors benefited from support to research activities
- What form of finance was used to deliver support to energy efficiency measures? - (comparing form of finance vs Priority theme)
More background information on the categorisation system 2007-2013 is available here: http://ec.europa.eu/regional_policy/en/policy/evaluations/data-for-research/
A version of this data as at the end of 2014 was previously published here: https://cohesiondata.ec.europa.eu/2007-2013/2007-2013-ERDF-CF-Categorisation-Projectselection-/b5xq-38ds
The planned categorisation amounts under certain dimension were also published in dataset for end-2008 and end-2015 : https://cohesiondata.ec.europa.eu/2007-2013/SF-2007-2013-Categorisation-Planned-2008-and-2015/x2d8-jjj2
Updated
March 5 2021
Views
757
1. PURPOSE: This data set provides, in a single source, regionalised (NUTS-2) annual EU expenditure data (in current prices) 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 data sets 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 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 - in EUR in current prices of the year in question (not adjusted or expressed as “in 2015 prices”) - under different shared management funds mapped to or estimated by NUTS-2 regions;
=> presented in the column "EU_payment_annual".
=> 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.
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 annual expenditure is presented in the column "Modelled_annual_expenditure" and it represents the mean of 100 000 simulations on the annual EU payments to estimate real expenditure.
=> The column "Standard_Deviation_of modelled_annual_expenditure" provides the standard deviation of the “modelled_annual_expenditure" which is the root mean square of the set of deviations between each estimated annual payment in 100 000 simulations and the mean of the estimations, presented in the column "Modelled_annual_expenditure”.
=> The column "Standard_Error_of_modelled_annual_expenditure" provides the Standard Error of the "Modelled_annual_expenditure", which is a measure of how far this mean is likely to be from its expected value; that is, its scatter in repeated ex
=> the modelled annual expenditure is presented in the column "Modelled_annual_expenditure" and it represents the mean of 100 000 simulations on the annual EU payments to estimate real expenditure.
=> The column "Standard_Deviation_of modelled_annual_expenditure" provides the standard deviation of the “modelled_annual_expenditure" which is the root mean square of the set of deviations between each estimated annual payment in 100 000 simulations and the mean of the estimations, presented in the column "Modelled_annual_expenditure”.
=> The column "Standard_Error_of_modelled_annual_expenditure" provides the Standard Error of the "Modelled_annual_expenditure", which is a measure of how far this mean is likely to be from its expected value; that is, its scatter in repeated ex
Updated
May 29 2020
Views
13,047
The report compares immediate and longer-term direct results with outputs achieved in the YEI programmes. For example, the number of ‘unemployed participants who are in education/training, gain a qualification, or are in employment’’ is divided by the number of unemployed participants. The resulting percentage tells the share of participants who obtained a particular type of result, measured by a common indicator.
The report provides the success rates for all ESF operational programmes (CCIs) and priority axes at the level of the investment priority, broken down by category of region. Data on ESF common result indicators are taken from Tables 2A and 2B; data on ESF common output indicators are taken from Table 4A of the annual implementation reports.
Updated
March 5 2021
Views
119
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.
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
March 5 2021
Views
319
Filtered View
This dataset provides a list of the different programmes funded by the ESI Funds (2014-2020) by ESI Fund with the unique CCI numbers. It is a reference / lookup list.
The data is taken from the ESIF 2014-2020 Finances planned dataset (updated daily).
The data is taken from the ESIF 2014-2020 Finances planned dataset (updated daily).
Updated
March 5 2021
Views
133
Filtered View
1. PURPOSE: This data set provides, in a single source, regionalised (NUTS-2) annual EU expenditure data (in current prices) 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 data sets 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 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 - in EUR in current prices of the year in question (not adjusted or expressed as “in 2015 prices”) - under different shared management funds mapped to or estimated by NUTS-2 regions;
=> presented in the column "EU_payment_annual".
=> 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.
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 annual expenditure is presented in the column "Modelled_annual_expenditure" and it represents the mean of 100 000 simulations on the annual EU payments to estimate real expenditure.
=> The column "Standard_Deviation_of modelled_annual_expenditure" provides the standard deviation of the “modelled_annual_expenditure" which is the root mean square of the set of deviations between each estimated annual payment in 100 000 simulations and the mean of the estimations, presented in the column "Modelled_annual_expenditure”.
=> The column "Standard_Error_of_modelled_annual_expenditure" provides the Standard Error of the "Modelled_annual_expenditure", which is a measure of how far this mean is likely to be from its expected value; that is, its scatter in repeated ex
=> the modelled annual expenditure is presented in the column "Modelled_annual_expenditure" and it represents the mean of 100 000 simulations on the annual EU payments to estimate real expenditure.
=> The column "Standard_Deviation_of modelled_annual_expenditure" provides the standard deviation of the “modelled_annual_expenditure" which is the root mean square of the set of deviations between each estimated annual payment in 100 000 simulations and the mean of the estimations, presented in the column "Modelled_annual_expenditure”.
=> The column "Standard_Error_of_modelled_annual_expenditure" provides the Standard Error of the "Modelled_annual_expenditure", which is a measure of how far this mean is likely to be from its expected value; that is, its scatter in repeated ex
Updated
May 29 2020
Views
71
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.
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
March 5 2021
Views
87
Filtered View
1. PURPOSE: This data set provides, in a single source, regionalised (NUTS-2) annual EU expenditure data (in current prices) 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 data sets 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 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 - in EUR in current prices of the year in question (not adjusted or expressed as “in 2015 prices”) - under different shared management funds mapped to or estimated by NUTS-2 regions;
=> presented in the column "EU_payment_annual".
=> 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.
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 annual expenditure is presented in the column "Modelled_annual_expenditure" and it represents the mean of 100 000 simulations on the annual EU payments to estimate real expenditure.
=> The column "Standard_Deviation_of modelled_annual_expenditure" provides the standard deviation of the “modelled_annual_expenditure" which is the root mean square of the set of deviations between each estimated annual payment in 100 000 simulations and the mean of the estimations, presented in the column "Modelled_annual_expenditure”.
=> The column "Standard_Error_of_modelled_annual_expenditure" provides the Standard Error of the "Modelled_annual_expenditure", which is a measure of how far this mean is likely to be from its expected value; that is, its scatter in repeated ex
=> the modelled annual expenditure is presented in the column "Modelled_annual_expenditure" and it represents the mean of 100 000 simulations on the annual EU payments to estimate real expenditure.
=> The column "Standard_Deviation_of modelled_annual_expenditure" provides the standard deviation of the “modelled_annual_expenditure" which is the root mean square of the set of deviations between each estimated annual payment in 100 000 simulations and the mean of the estimations, presented in the column "Modelled_annual_expenditure”.
=> The column "Standard_Error_of_modelled_annual_expenditure" provides the Standard Error of the "Modelled_annual_expenditure", which is a measure of how far this mean is likely to be from its expected value; that is, its scatter in repeated ex
Updated
May 29 2020
Views
93
This dataset provides information on expected achievements (targets) set for selected common indicators defined for the each of the specific ESI funds and the decided (forecasts from selected projects) and implemented values.
The reference date for the annual reporting of progress by the programmes achievements is the end of each calendar year.
This dataset was extracted on **12 December 2017** and contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.
This dataset was extracted on **12 December 2017** and contains:
- Time series of the cumulative amounts reported annually for decided and implemented values (i.e. 2016 values include the 2015 values);
- To avoid double counting, the cumulative values from different years **should NOT be aggregated**;
- Allows comparison of the targets year on year (targets change with reallocation of financial resources);
- Allows comparison of decided (forecast) and implemented values with the targets set (allowing users to calculate the % rate of progress);
- For ESF / YEI only the implemented values are reported (no decided (forecast) values) and targets were not obligatory in each case.
For more information on the common indicator definitions used by each fund please go to the "Related Information" sections at the bottom of the fund specific pages.
Updated
August 19 2020
Views
24,663
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