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

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.本数据集包含欧洲区域发展基金（ERDF，European Regional Development Fund）、欧洲社会基金（ESF，European Social Fund）及凝聚基金（Cohesion Fund）的项目分类数据，核心功能为**对比计划投入金额与实际已实施投资金额**。本数据集将定期更新，以反映后续传输的最新信息。 ***NEW*** 03/2020 欧盟委员会2020年新冠疫情应对举措包括：鼓励将未分配的欧盟预算重新规划用于新冠疫情卫生防控及经济扶持，尤其针对中小企业（SMEs，Small and Medium-sized Enterprises）与劳动者。可通过以下基于本数据集制作的数据专题故事了解详情： - 卫生领域：https://cohesiondata.ec.europa.eu/stories/s/In-profile-cohesion-policy-improving-health-servic/qyuv-h9j2 - 中小企业领域：https://cohesiondata.ec.europa.eu/stories/s/An-Economy-that-works-for-people-Cohesion-Policy-s/n4ee-2h83 ***NEW*** 12/2018 气候与生物多样性追踪模块：2018年12月，本数据集新增针对气候追踪及生物多样性追踪的分类代码（权重分别为100%和40%）下的计划、已审批及已支出金额计算规则，以全面透明展示此类追踪体系下的投资进展情况。针对该两类追踪体系的专属可视化图表链接已附于本数据集下方。 ***NEW*** 12/2018 项目（运营活动）统计模块：同年12月，本数据集新增按优先领域分类的、与各分类值相关联的项目（运营活动）数量统计。多数项目会提供详细分类信息，针对单个运营活动会填报多个干预领域代码（intervention field code），这虽然提升了主题信息的细致度，但也会导致部分运营活动被重复填报。 更新频次与时间节点：全欧350余个项目需于每年1月底上报分类体系执行数据，本数据集则于每年2月底前发布上述数据。后续将定期更新以反映项目方传输的最新信息。当前本数据集包含截至2016年末及2017年末的数据。由于数据为累计值，**年度数值请勿直接加总**，但可用于对比分析进展情况。 数据集结构：计划投入数据以表格形式呈现，每个表格对应单个项目的一个优先领域（投资支柱）。本数据集采用的分类体系由《实施条例（Implementing Regulation）215/2014》定义，共包含8个维度——http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215。这些维度涵盖了欧盟资助性质的多种分类方式，例如干预（活动）领域、融资形式、地域语境等。在项目文档中，欧洲区域发展基金（ERDF）与凝聚基金仅编码了4个维度，而欧洲社会基金（ESF）则编码了5个维度，相关信息均可在本数据集中查询。其余3个维度的数据（包括地域、经济维度、欧洲区域发展基金/凝聚基金主题目标）仅能在执行报告中获取，因此无对应的计划投入金额可用于对比。在分析本数据集内容时，**需对不同维度分别进行分析，否则将导致金融金额的重复统计**。本说明文档提供了2014-2020年分类体系的详细信息：http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf 主题内容与进展分析：本数据集附带的第二份数据集（链接：https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym）提供了查询对照表，用于说明欧盟委员会如何通过干预领域代码分析跨领域议题，例如“创新”“企业扶持”等领域的投资。该“查询”数据集同时包含气候变化追踪与生物多样性追踪的权重信息。