ESIF 2014-2020 Categorisation ERDF-ESF-CF planned vs implemented

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

The metdata page is here = https://cohesiondata.ec.europa.eu/2014-2020/ESIF-2014-2020-categorisation-ERDF-ESF-CF-planned-/3kkx-ekfq

This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it COMPARES PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS.

The data are 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".