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.

本文件包含来自ERDF/ESF/凝聚基金项目的分类数据，特别是它比较了**计划实施的投资金额与实际投资金额**。数据将定期更新，以反映更新的信息传输。

***新增*** 2020年3月 - 2020年，委员会对COVID-19的应对措施包括鼓励重新分配未分配的欧盟预算，用于COVID-19健康响应和对经济的支持，特别是通过支持中小企业和工人。请查看以下基于此数据集的数据故事：
- 健康：https://cohesiondata.ec.europa.eu/stories/s/In-profile-cohesion-policy-improving-health-serv/qyuv-h9j2
- 中小企业：https://cohesiondata.ec.europa.eu/stories/s/An-Economy-that-works-for-people-Cohesion-Policy-s/n4ee-2h83

***新增*** 2018年12月 - 气候与生物多样性追踪：2018年12月，为使数据集全面透明地反映气候追踪和生物多样性追踪系统下的投资进展，增加了计划、决定和支出的金额（按分类代码的100%和40%加权）的计算。专门设计的图表提供了这些追踪系统的可视化，并与以下数据集链接。

***新增*** 2018年12月 - 选择的操作（项目）：同样在2018年12月，每个分类值报告的优先轴相关的操作（项目）数量也反映在数据集中。在许多情况下，项目提供详细分类信息，为特定操作报告多个干预领域代码。虽然这导致了更详细的主题信息，但也导致了某些操作的多次报告。

时间与频率：分类系统实施值每年由350多个项目在1月底报告一次。然后在此数据集的2月底发布。此后，数据将定期更新，以反映项目传输的更新信息。该数据集目前包含至2016年末和2017年末的数据。由于数据是累积的，**年度值不应汇总**，但可以进行比较以查看进展。

数据集结构：提供的数据以表格形式呈现，每个项目的一个优先轴（投资支柱）一个表格。分类系统由实施条例215/2014定义，总共包含8个维度 - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215。这些维度代表了不同方式对欧盟支持性质进行分类（即干预（活动）领域、资金形式、地域背景等）。在项目文件中，只有四个维度被编码为ERDF/凝聚基金，而ESF有五个维度被编码，可在数据集中找到。其他三个维度的数据仅在实施报告中提供 - 地理位置、经济维度、ERDF/CF主题目标 - 因此没有计划金额进行比较。在分析数据集的内容时，**应单独分析不同的维度，否则将发生财务金额的重复计算**。本信息通知提供了关于2014-2020年分类系统的更多详细信息：http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf

分析主题内容和进展：此处找到的第二个数据集 - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - 提供了查找表，以了解委员会如何使用干预领域代码来审视如“创新”、“企业支持”等跨领域问题。该“查找”数据集还包括“气候变化追踪”和“生物多样性追踪”的加权值。