Guidance on European Structural and Investment Funds 2014-2020

Additional tools

 

• Draft template and guidelines on the content of the Partnership Agreement
• Draft Guidelines for the Content of the Operational Programme
• Draft Guidelines for the Content of the Cooperation Programme
• Arrangements on Territorial Development
• Integrated Territorial Investment (ITI)
• Programming of Technical Assistance at the Initiative of the Member States

• Guidance for Member States on Definition and use of repayable assistance in comparison to financial instruments and grants - Questions and answers
• Guidance for Member States on Integrated Sustainable Urban Development (Article 7 ERDF Regulation) - (20/04/2016)
  (Translation update undergoing)
• Guidance on Joint Action Plans
• Guidance on the calculation of total eligible costs to apply for major projects in 2014-2020 - Questions and answers
• Guidance for practitioners on the avoidance of the most common errors in public procurement of projects funded by the European Structural and Investment Funds
• Questions & Answers on Annual Implementation Reports (last updated on 16 April 2018)
• Guidance Note on Nomenclature of Categories of Intervention and the Methodology for Tracking of Climate Change Related Expenditure under Cohesion Policy
• Decommitment methodology (n+3) and process in 2014 - 2020
  • Q&A
  • Simulation
• Guidance for Member States on Performance framework, review and reserve
• Guidance Document on Monitoring and Evaluation - European Regional Development Fund and Cohesion Fund
• Guidance Document on Conditions for eligibility of VAT under Cohesion policy rules in the 2014-2020 programming period

• Guidance on Ex Ante Conditionalities for the European Structural and Investment Funds:
  • Part I
  • Part II

• Questions & Answers on Ex-ante Conditionalities:
  • Research and Innovation (thematic EAC 1.1 & 1.2)
  • Information and Communication Technologies (thematic EAC 2.1 & 2.2)
  • Small and Medium Enterprises (thematic EAC 3)
  • Energy (thematic EAC 4.1, 4.2, 4.3 & 7.4)
  • Sustainable Development (thematic EAC 5,6.1 & 6.2 and general EAC 6)
  • Transport (thematic EAC 7.1, 7.2 & 7.3)
  • Thematic ex-ante conditionalities 8 to 11 and general ex-ante conditionalities 1 to 3
  • Public Procurement and State Aid (general EAC 4 & 5)
  • Statistical Systems and Result Indicators (general EAC 7)

The English version of these guidance documents was modified following the adoption of the “Omnibus” - (EU) 2018/1046 of 18 July 2018.

• Guidance on Community-led Local development in European Structural and Investment Funds
• Guidance on Community-Led Local development for Local Actors
  

• Guidance on Simplified Cost Options (SCOs): Flat rate financing, Standard scales of unit costs, Lump sums

• Guidance on State aid in European Structural and Investment (ESI) Funds Financial instruments in the 2014-2020 programming period
• Guidance for Member States on Article 42(1)(d) CPR – Eligible management costs and fees - Questions and answers
• Ex-ante assessment - Questions and answers
• Support to enterprises/working capital - Questions and answers
• Guidance on Financial Instruments - Glossary - Questions and answers
• Financial Instruments in ESIF Programmes 2014-2020
• Ex-ante assessment methodology for financial instruments in the 2014-2020 programming period
  • General methodology covering all thematic objectives - Quick reference guide
  • General methodology covering all thematic objectives - Volume I
  • Strengthening research, technological development and innovation (Thematic objective 1) - Volume II
  • Enhancing the competitiveness of SME, including agriculture, microcredit and fisheries (Thematic objective 3) - Volume III
  • Supporting the shift towards low-carbon economy (Thematic objective 4) - Volume IV
  • Financial instruments for urban and territorial development - Volume V
  • Ex-ante assessment methodologies for FIs – Training for Managing authorities – June 2014
• Guidance for Member States on Article 41 CPR - Requests for payment - Questions and answers
• Guidance for Member States on Combination of support from a financial instrument with other forms of support - Questions and answers
• Guidance for Member States on Interest and Other Gains Generated by ESI Funds support paid to FI (Article 43 CPR) - Questions and answers
• Guidance for Member States on the selection of bodies implementing financial instruments - Questions and answers
• Guidance for Member States on Article 38(4) CPR - Implementation options for financial instruments by or under the responsibility of the managing authority

• Common methodology for the assessment of management and control systems in the Member States
• Guidance for Member States on Designation Procedure - Corrigendum - Annex: Questions and answers
• Fraud Risk Assessment and Effective and Proportionate Anti-Fraud Measures
  • Annex 1: Assessment of exposure to specific fraud risks - selection of applicants by Managing Authorities - How to use the tool
  • Annex 2: Recommended mitigating controls
  • Annex 3: Anti-Fraud Policy template
  • Annex 4: Verification of the Managing Authority’s compliance with article 125.4 c) regarding Fraud risk assessment and effective and proportionate anti-fraud measures for 2014-2020
• Guidance for Member States on Audit Strategy
• Guidance for Member States on Management verifications
• Guidance for Member States on the Annual Control Report and Audit Opinion
• Guidance for Member States on the Drawing of Management Declaration and Annual Summary
  “Please note that presently only the English language versions are updated.”
• Guidance for Member States on withdrawals and recoveries
  “Please note that presently only the English language versions are updated.”
• Guidance for Member States on audit of accounts
  “Please note that presently only the English language versions are updated.”
• Guidance for Member States on Preparation, Examination and Acceptance of Accounts
  “Please note that presently only the English language versions are updated.”
• Guidance on sampling methods for audit authorities - Programming periods 2007-2013 and 2014-2020
• Questions and answers regarding e-Cohesion

• Research and Innovation
• Application of State Aid Rules to national and regional funding schemes that offer alternative support to SME Instrument project proposals with a Horizon 2020 'Seal of Excellence'

• Digital Growth
• High-speed Broadband Roll-out

• Competitiveness of Small and Medium-Sized Enterprises (SME)

• Sustainable Multimodal Urban Mobility
• Energy Efficiency Investments
• Renewable Energy and Smart Grids Investments

• Climate Change Adaptation, Risk Prevention and Management

• Biodiversity, Green Infrastructure, Ecosystem Services and Natura 2000
• Water Management
• Waste Management

• Transport

• Employment and Labour Mobility

• Social Inclusion
• Social Economy and Social Enterprises
• Transition from Institutional to Community-based care (De-Institutionalisation - DI)
• Health
• Roma and Marginalised Communities
• Tackling educational and spatial segregation - Questions and answers

• Early Childhood Education and Care
• Early School Leaving (ESL)
• VET and Adult Learning
• Higher education

• Institutional Capacity Building
• Specific Investment Priorities for ETC (Thematic Objective 11)

• Tourism
• Support to Culture and Sport related Investments
• Synergies between ESIF, Horizon 2020 + other EU smart growth programmes
• Guidance on ensuring the respect for the Charter of Fundamental Rights of the European Union when implementing the European Structural and Investment Funds (‘ESI Funds’)