fi-compass library

The fi-compass library contains a range of different information and learning resources covering a variety of topics related to financial instruments under the European Structural and Investment Funds (ESIF). The fi-compass resources are published and can be downloaded here. They may be particularly useful for managing authorities and other bodies involved in the management of ESIF. They include:

  • Primary and secondary legislation – Here you can find the primary legal documentation for the Common provisions regulation and the secondary regulations for each of the ESI Funds.
  • EC Regulatory Guidance – Here you can find the guidance on the application of specific regulatory provisions relevant for the implementation of ESIF financial instruments, as issued by the European Commission.
  • fi-compass publications - aim to address issues faced by ESIF authorities during the establishment and the implementation of financial instruments, covering different stages of the financial instrument life cycle. They raise awareness on relevant practices, help improve the understanding about regulatory and technical requirements and provide advice on the approach to take. Short informative factsheets, practical manuals and case studies on financial instruments implemented in 2007-2013 and 2014-2020 programming periods can be found here.
  • fi-compass videos – video resources from fi-compass include films providing general and technical advice about using ESIF financial instruments. Other video material showcases financial instruments 'in action' as well the fi-compass event series and testimonials from practitioners involved with ESIF financial instruments.
  • News about ESIF financial instruments is published regularly through a series of short articles on our website and the Beacon newsletter is produced to provide a round-up of developments with ESIF financial instruments.
  • Other resources – this part of the library contains relevant information from EU sources, such as the European Parliament, European Investment Bank Group, Committee of the Regions, and the European Court of Auditors. Information produced by external sources about ESIF financial instruments is also available here.

Latest resources

updated annotated template for reporting on financial instruments according to Article 46 Common Provisions Regulation 19.03.2020 / Other resources

Updated annotated template for reporting on financial instruments according to Article 46 Common provisions regulation
Audit methodology for auditing financial instruments in the period 2014-2020 21.02.2020 / Other resources

Audit methodology for auditing financial instruments in the period 2014-2020
Summaries of the data on the progress made in financial instruments – Situation as at 31 December 2018 10.02.2020 / Other resources

Summaries of the data on the progress made in financial instruments – Situation as at 31 December 2018
ESF 20.01.2020 / Factsheets

Supporting the development of Social Finance Ecosystems in Member States under ESF
IFRRU 2020 25.11.2019 / Case Studies

Financial instruments for urban development in Portugal – IFRRU 2020 case study
Survey on ESF FIs – Report 15.11.2019 / Factsheets

Survey on financial instruments under the European Social Fund (ESF)
Guidance leverage reporting 07.06.2019 / EC Regulatory Guidance

Guidance for Member States on Article 46 - reporting on financial instruments and on Article 37(2)(c) - leverage effect
Financing rural, agricultural and forestry infrastructure 03.06.2019 / Brochures

Financing rural, agricultural and forestry infrastructure
Supporting rural infrastructure and Smart Villages development 31.05.2019 / Brochures

Supporting rural infrastructure and Smart Villages development
Energy Savings in Existing Housing Programme, Greece 14.05.2019 / Case Studies

Case study (Energy Savings in Existing Housing Programme, Greece)
Survey on financial needs and access to finance of EU agricultural enterprises 18.04.2019 / Brochures

Survey on financial needs and access to finance of EU agricultural enterprises
Joint initiative for improving access to funding for European Union Young Farmers 18.04.2019 / Brochures

Joint initiative for improving access to funding for European Union Young Farmers
Using financial instruments to reduce the impact of price volatility in agriculture 10.04.2019 / Brochures

Using financial instruments to reduce the impact of price volatility in agriculture
Enhancement Capacity of Financial Instrument Application in Consistency with other forms of Public Interventions 02.04.2019 / MRA

Enhancement Capacity of Financial Instrument Application in Consistency with other forms of Public Interventions
MRA-RICE booklet 02.04.2019 / MRA

MRA-RICE booklet