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System for Fund Management in the European Union

Monitoring | 2021 Support Materials MS

Title Description Date
Specifications and details related to the management of Standalone and Referring documents
02/05/2024
Specifications and details related to the Data on LAGs for LEADER (EAFRD)
16/04/2024
Specifications and details related to the Transmission of Data (EMFAF)
25/03/2024
Specifications and details related to the Transmission of Data (AIB)
25/03/2024
Specifications and details related to the Transmission of Data (IJG)
25/03/2024
Specifications and details related to the Transmission of Data (ETC)
25/03/2024
Documents

DOC - General

Documents - What is the difference between a Standalone or Referring document?

Documents can either be Standalone documents or Referring documents. A Standalone document doesn't refer to anything. A Referring document refers to a CCI number or to an object existing in SFC2021.

For referential documents, when a CCI link is available it means that the document can be linked to a CCI number related to the type of document. CCI numbers are allocated before the related object is encoded in SFC2021. When a Programme (PRG) link is available it means that the document can be linked to a Programme already encoded in SFC2021.  


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Documents - What is the difference between a Standalone or Referring document?

Documents can either be Standalone documents or Referring documents. A Standalone document doesn't refer to anything. A Referring document refers to a CCI number or to an object existing in SFC2021.

For referential documents, when a CCI link is available it means that the document can be linked to a CCI number related to the type of document. CCI numbers are allocated before the related object is encoded in SFC2021. When a Programme (PRG) link is available it means that the document can be linked to a Programme already encoded in SFC2021.  


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Standalone Documents - Why does SFC only allow the creator to send a document?

Documents and more specifically the Standalone/Referring documents don't have a workflow and without transaction between MS nodes, because this is more flexible and more convenient for users and best reflects how document transmission in most organizations work.

The only type of status is sent or not sent, so a creator cannot indicate that he finished editing the document, that he uploaded all the necessary files, and that the document is ready to be sent. If we would allow someone other than the creator to send, this person could send incomplete documents.

A user gets a task to upload a document to the Commission or to the Member State. There's no need for someone else to verify his job, because only documents previously approved by the organization will be requested to be submitted. The sending of Standalone/Referring documents is considered a purely administrative task, like putting a letter into an envelope and bringing it to the mailbox. That's why for Standalone/Referring documents only, it is also foreseen that the Send Document permission is included for Update users (MSMA Update, MSAA Update, ...). Like that the creator can create, update and send the document having only the Update Roles and not the Send Roles. Having the Send Role would allow such administrative user to send also workflow Objects (such as the Programme, Payment Applications etc), which are much more sensitive, and which definitely need to be verified before being sent.

Another restriction of the Standalone/Referring documents is that the system cannot always determine which Funds are involved. Since Roles are attributed per Fund, this would mean that a user with MSMA Send for AMIF could send a document dealing with only ERDF. Especially for sensitive audit documents this needs to be avoided.

Our current implementation is a tradeoff taking into account flexibility and security, and therefore will not always suit all organisations/users, but we think it…


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General

Documents

General - What is the document Size Limit & file format restrictions in SFC2021?

The size limit per file is 500MB.

There is no limit on the number of files or the total size of all files in an object.

The following file extensions are allowed:

".7z",".bmp",".csv",".docm",".docx", ".jpeg",".jpg",".msg",".ods",".odt",".pdf",".png",".ppt",".pptx,".rar", ".rtf",".tif",".tiff",".txt",".xlsb",".xlsm",".xlsx",".zip",".gif"

 

IMPORTANT INFORMATION as of May 2024 :

Compression formats will be removed from the whitelist and will not be allowed as attachments anymore. This includes formats such as .zip, .z01, .z02, .7zip, .rar, .tar, .gz …

GIS file formats, as well as the following formats, are added to the whitelist and will be allowed: .asice, .adoc, .bdoc, .cdoc, .ddoc, .edoc.


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Transmission of Data IJG

TOD IJG - Tables

TOD IJG - Table 6 - Columns 9 and 10 + Formulas

Columns 9 and 10 and their gender breakdown are editable and mandatory/optional in the following cases:

Use case

9 = Target

10 = Achieved


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TOD IJG - Table 10 - Columns 10 and 11 + Formulas

Columns 10 and 11 and their gender breakdown are editable and mandatory in the following cases:

Use case

10 = Target

11 = Achieved


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TOD IJG - Table 9 - Columns 11, 12, 13 and 14 + Formulas

Columns 11, 12, 13 and 14 are editable in the following cases:

Use case non-JTF

11

12

13


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TOD IJG - Table 5 - Columns 11 and 12 + Formulas

Columns 11 and 12 are editable in the following cases:

Use case non-JTF

11

12

Main indicator without sub-indicator (“of which”)


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Transmission of Data AIB

TOD AIB - Tables

TOD AIB - Table 7 - Columns 8 and 9 + formulas

Columns 8 and 9 are editable in the following cases:

Use case

8

9


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TOD AIB - Table 11 - Columns 9 and 10 + formulas

Columns 9 and 10 are editable in the following cases:

Use case

9

10


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Transmission of Data EMFAF

TOD EMFAF - Tables

TOD EMFAF - Table 9 - Columns 11, 12, 13 and 14

Columns 11, 12, 13 and 14 are editable in the following cases:

Use case


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TOD EMFAF - Table 5 - Columns 11 and 12

Columns 11 and 12 are editable in the following cases:

Use case


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Transmission of Data ETC

TOD ETC - Tables

TOD ETC - Table 9 - Columns 11, 12, 13 and 14 + Formulas

Columns 11, 12, 13 and 14 are editable in the following cases:

Use case

11

12

13


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TOD ETC - Table 5 - Columns 11 and 12 + Formulas

Columns 11 and 12 are editable in the following cases:

Use case

11

12

Main indicator without sub-indicator (“of which”)


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Description Document Date

Staff Working Document

The Commission services published a staff working document describing the approach to performance, monitoring and evaluation of programmes funded by the European Regional Development Fund (ERDF), the Cohesion Fund (CF) and the Just Transition Fund (JTF) for the period 2021-2027. The document is intended primarily for national and regional programme authorities. It set out how the new rule book  provides for a systematic approach to performance and sets out the context in which the common output and result indicators in the fund regulations will be used. The descriptions of the common output and result indicators (metadata) are annexed to the working document in order to guide the programmes in the use, collection and reporting of reliable performance monitoring data.


performance2127_swd.pdf
English
(2.36 MB - PDF)
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ESF+ Common Indicators Toolbox

The toolbox explains the common indicators set by the Regulations for the shared management strand of the ESF+. It also offers practical tips and suggestions.


Toolbox_October_2021.pdf
English
(1.19 MB - PDF)
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XSD sample for upload in the Annual Performance Report


agri-finapp-apr-1.0 1
English
(34.87 KB - BIN)
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Guidelines for data on interventions and beneficiaries


Guidelines for data on interventions and beneficiaries
English
(792.59 KB - PDF)
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Excel template for Table 2


tod-t2-ijg
English
(97.55 KB - XLSX)
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Excel template for Table 2


TOD_T2_ETC
English
(94.85 KB - XLSX)
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Excel template for Table 4


TOD_T4_EMFAF
English
(15.24 KB - XLSX)
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Excel template for Table 3 for AMIF


TOD_T3_AMIF
English
(23.4 KB - XLSX)
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ESF+ Data Support Centre – Steering note to support the preparation of methodological documents for ESF+ programmes

This note aims at assisting the managing authorities in the preparation of the methodological documents of their ESF+ programmes for 2021-2027.


DSC_steering_note_24_May_2022.pdf
English
(500.98 KB - PDF)
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NOTE ON INFORMED ESTIMATES MARCH 2024

This note is intended to provide some suggestions on possible ways to use informed estimates as foreseen by the ESF+ Regulation and to launch a methodological discussion about them. It should not be used for any legal interpretation.


Note on informed estimates March 2024
English
(422.32 KB - PDF)
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Schematic examples on ESF+ target setting

This issue paper by the ESF Data Support Centre provides schematic examples on target setting in ESF. It shows the role assumptions play in the estimation of the target. It offers some alternative ways in taking into account the uncertainty the COVID crisis introduces in planning.


esf_data_support_centre_issue_paper_-_schematic_examples_on_esf_target_setting.pdf
English
(819.75 KB - PDF)
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Background note on target setting

The aim of the note is to promote a common understanding of target-setting methodologies for ESF+ programmes. It also seeks to encourage discussion and shared learning in the process of identifying relevant indicators for which a target should be set as well as methodological choices to be applied in defining them.
It includes some examples and advice for managing authorities on how to ensure the use of sound methodologies to set realistic targets as well as suitably document them.


esf_data_support_centre_note_target_setting.pdf
English
(564.69 KB - PDF)
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Background note on programme-specific indicators

The note aims to support building a common understanding of programme-specific indicators for ESF+ programmes. It provides some practical indications on when and how to select such indicators.
It builds on the requirements set by the Common Provision Regulationand the ESF+ Regulation, further explained in the Common Indicator Toolbox, as well as on the experience gained through the Data Support Centre. It includes some examples and advice for managing authorities on how to ensure that programme-specific indicators are fit for purpose.


background_note_psi_280421_rev2_clean3.pdf
English
(547.1 KB - PDF)
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Description Preview Date
SFC2021 video guide for Standalone and Referring documents
SFC2021 video guide for Standalone and Referring documents
sfc2021-standalone-and-referring-docs-training.mp4
English
(13.59 MB - MP4)
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