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Changes Specification - Revision 1.03 details

Formal proposals under consultation can be found at:
http://support.iatistandard.org/forums/21675117-1-03-decimal-upgrade

This is a working document. As proposals are refined and finalised they will be prepared here. For discussion and comment please use the forum via the links provided.

Schema Changes

Add a Schema Version Attribute to the root element

Required Change

This is a change to the iati-activities-schema.xsd.
This is a change to the iati-organisations-schema.xsd.
This is a change to the iati-registry-record-schema.xsd.
This is a change to the iati-common.xsd.
It requires:

  1. The addition of an attribute @version to the root element of each schema
  2. The version shall reflect the version of the standard, not the version of the document. Documents should only change in line with the standard.

A sample diff is shown below:

-  <xsd:schema xmlns:xsd="http://www.w3.org/2001/XMLSchema">
+  <xsd:schema xmlns:xsd="http://www.w3.org/2001/XMLSchema" version="1.03">
-  <xsd:schema xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:ir="http://iatiregistry.org/ns/record#" targetNamespace="http://iatiregistry.org/ns/record#">
+  <xsd:schema xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:ir="http://iatiregistry.org/ns/record#" targetNamespace="http://iatiregistry.org/ns/record#" version="1.03">

Reason

Users have suggested that this would be useful, and we agree

Demo

Proposed Changelog text

Version numbers now included in the document root. Versions match the version of the standard, not the document, although documents will only change in line with the standard.

Currency Values as Decimal

Required Change

This is a change to the iati-common.xsd.
It requires:

  1. The change of the data type from an integer to a decimal value

It will effect

  1. Budgets
  2. Transactions
  3. Planned Disbursements
  4. any other reporting of elements of 'currencyType'

A sample diff is shown below:

<xsd:complexType name="currencyType">
  <xsd:annotation>
    <xsd:documentation xml:lang="en">Data type for an element containing a currency value.</xsd:documentation>
  </xsd:annotation>
  <xsd:simpleContent>
-    <xsd:extension base="xsd:integer">
+    <xsd:extension base="xsd:decimal">
      <xsd:attribute name="currency" type="xsd:string" use="optional">
        <xsd:annotation>
          <xsd:documentation xml:lang="en">An ISO 639 code for the original currency of the amount. This is required for all currency amounts unless the iati-activity/@default-currency attribute is specified. Currency codes are listed at http://iatistandard.org/codelists/currency</xsd:documentation>
        </xsd:annotation>
      </xsd:attribute>
      <xsd:attribute name="value-date" type="xsd:date" use="required">
        <xsd:annotation>
          <xsd:documentation xml:lang="en">The date that this value was set (to allow historical currency conversion). The date must be in ISO 8601 format (YYYY-MM-DD).</xsd:documentation>
        </xsd:annotation>
      </xsd:attribute>
      <xsd:anyAttribute processContents="lax" namespace="##other" />
    </xsd:extension>
  </xsd:simpleContent>
</xsd:complexType>

Reason

Users have expressed the desire to give full decimal figures for currency values. We don't think this is problematic as integer values will still be recognised.

Demo

Proposed Changelog text

Currency values are now allowed to be declared as decimals instead of integers.

Allow percentages to be specified as decimals

Required Change

Percentages as recorded as attributes to the following elements: * recipient-country * recipient-region * sector * location

will be able to be specified as a decimal value instead of an integer.

A sample diff is shown below:

  - <xsd:attribute name="percentage" type="xsd:positiveInteger" use="optional">
  + <xsd:attribute name="percentage" type="xsd:decimal" use="optional">

Reason

Users have suggested that this would be useful especially where fractions have meant that integer values result in percentages not summing to 100.

Demo

Not yet available

Proposed Changelog text

Where used, the @percentage attribute is now designated as a decimal value and no longer as a positive Integer

Code list Changes

Collaboration Type Code List

http://support.iatistandard.org/entries/21871373-collaboration-type-code-list

Add missing value to codelist: http://iatistandard.org/codelists/collaboration_type/

 code: 6
 name: Private sector outflows
 descritption:
 language:

XML

<codelist name="CollaborationType" date-last-modified="NEW DATETIME" version="1.01" xml:lang="en">
  <CollaborationType>
    <code>1</code>
    <name>Bilateral</name>
    <description>Bilateral transactions are those undertaken by a donor, excluding core contributions to other organisations (codes 2 and 3 below). It includes transactions channelled through other organisations.</description>
    <language>en</language>
  </CollaborationType>
  <CollaborationType>
    <code>2</code>
    <name>Multilateral</name>
    <description>Multilateral contributions are those made to a recipient institution which: i. conducts all or part of its activities in favour of development; ii. is an international agency, institution or organisation whose members are governments, or a fund managed autonomously by such an agency; and iii. pools contributions so that they lose their identity and become an integral part of its financial assets.</description>
    <language>en</language>
  </CollaborationType>
  <CollaborationType>
    <code>3</code>
    <name>Bilateral, core contributions to NGOs and other private bodies / PPPs</name>
    <description>Bilateral funds paid over to national and international non-governmental organisations (NGOs), Public Private Partnerships (PPPs), or other private bodies for use at their discretion.</description>
    <language>en</language>
  </CollaborationType>
  <CollaborationType>
    <code>4</code>
    <name>Multilateral outflows</name>
    <description>Aid activities financed from the multilateral institutions' regular budgets.</description>
    <language>en</language>
  </CollaborationType>
+    <CollaborationType>
+      <code>6</code>
+      <name>Private sector outflows</name>
+      <description>TO BE ADDED</description>
+      <language>en</language>
+    </CollaborationType>
</codelist>        

Metadata Change

Version 1.01

Changelog

Added Code 6 Private sector outflows

Demo

Not available

Proposed Guidance

None

Condition Type Code List

http://support.iatistandard.org/entries/22919106-condition-codelist-add-fiduciary

Add Fiduciary value to codelist: http://iatistandard.org/codelists/condition_type

 code: 3
 name: Fiduciary
 language: en

XML

  
  + <codelist name="ConditionType" date-last-modified="NEW DATETIME" version="1.01" xml:lang="en">
  - <codelist name="ConditionType" date-last-modified="2012-03-02T16:37:03.457Z" version="1.0" xml:lang="en">
    <ConditionType>
      <code>2</code>
      <name>Performance</name>
      <language>en</language>
    </ConditionType>
    <ConditionType>
      <code>1</code>
      <name>Policy</name>
      <language>en</language>
    </ConditionType>
  + <ConditionType>
  +    <code>3</code>
  +    <name>Fiduciary</name>
  +    <language>en</language>
  +  </ConditionType>
  </codelist>
    

Metadata Change

Version 1.01

Changelog

Added Code 3 Fiduciary

Demo

Not available

Proposed Guidance

None

Document Category Code List

http://support.iatistandard.org/entries/22889658-document-link-category-codes-audit-report
http://support.iatistandard.org/entries/22881037-document-link-category-codes-exclusions-policy

Add Audit Report, Evaluation, Institutional strategy and Exclusions policy values to codelist: http://iatistandard.org/codelists/document_category/

Modify B02 Name from “Strategy paper” to “Institutional Strategy paper”, to distinguish from B03 - “Country Strategy paper”

 code: B06
 name: Institutional Audit Report
 description:
 category: B
 category-name: Agency Level
 code: B07
 name: Country Audit Report
 description:
 category: B
 category-name: Agency Level
 code: B08
 name: Exclusions Policy
 description:
 category: B
 category-name: Agency Level
 code: B09
 name: Institutional Evaluation Report
 description:
 category: B
 category-name: Agency Level
 
 
 code: B10
 name: Country Evaluation Report
 description:
 category: B
 category-name: Agency Level
 

XML

 + <codelist name="DocumentCategory" date-last-modified="NEW DATETIME" version="1.02" xml:lang="en">
 - <codelist name="DocumentCategory" date-last-modified="2012-10-02T15:59:56Z" version="1.01" xml:lang="en">
     <DocumentCategory>
      <code>A01</code>
      <name>Pre- and post-project impact appraisal</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A02</code>
      <name>Objectives / Purpose of activity</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A03</code>
      <name>Intended ultimate beneficiaries</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A04</code>
      <name>Conditions</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A05</code>
      <name>Budget</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A06</code>
      <name>Summary information about contract</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A07</code>
      <name>Review of project performance and evaluation</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A08</code>
      <name>Results, outcomes and outputs</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A09</code>
      <name>Memorandum of understanding (If agreed by all parties)</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A10</code>
      <name>Tender</name>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>A11</code>
  08-allow-decimal-transaction-val>
      <description />
      <category>A</category>
      <category-name>Activity Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>B01</code>
      <name>Annual report</name>
      <description />
      <category>B</category>
      <category-name>Agency Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>B02</code>
      <name>Institutional Strategy paper</name>
      <description />
      <category>B</category>
      <category-name>Agency Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>B03</code>
      <name>Country strategy paper</name>
      <description />
      <category>B</category>
      <category-name>Agency Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>B04</code>
      <name>Aid Allocation Policy</name>
      <description />
      <category>B</category>
      <category-name>Agency Level</category-name>
    </DocumentCategory>
    <DocumentCategory>
      <code>B05</code>
      <name>Procurement Policy and Procedure</name>
      <description />
      <category>B</category>
      <category-name>Agency Level</category-name>
    </DocumentCategory>
    + <DocumentCategory>
    +  <code>B06</code>
    +  <name>Institutional Audit Report</name>
    +  <description />
    +  <category>B</category>
    +  <category-name>Agency Level</category-name>
    + </DocumentCategory>
    + <DocumentCategory>
    +  <code>B07</code>
    +  <name>Country Audit Report</name>
    +  <description />
    +  <category>B</category>
    +  <category-name>Agency Level</category-name>
    + </DocumentCategory>
    + <DocumentCategory>
    +  <code>B08</code>
    +  <name>Exclusions Policy</name>
    +  <description />
    +  <category>B</category>
    +  <category-name>Agency Level</category-name>
    + </DocumentCategory>
    + <DocumentCategory>
    +  <code>B09</code>
    +  <name>Institutional Evaluation Report</name>
    +  <description />
    +  <category>B</category>
    +  <category-name>Agency Level</category-name>
    + </DocumentCategory>
    + <DocumentCategory>
    +  <code>B10</code>
    +  <name>Country Evaluation Report</name>
    +  <description />
    +  <category>B</category>
    +  <category-name>Agency Level</category-name>
    + </DocumentCategory>      
    
  </codelist>
    

Metadata Change

Version 1.02

Changelog

Added Codes B06 Institutional Audit Report, B07 Country Audit Report, B08 Exclusions Policy, B09 Institutional Evaluation Report, B10 Country Evaluation Report

Demo

Not available

Proposed Guidance

None

Flow Type Code List

http://support.iatistandard.org/entries/22900861-additional-entry-on-flow-type-codelist

Add Non Flow value to codelist: http://iatistandard.org/codelists/flow_type/

 code: 40
 name: Non flow (e.g. GNI)
 description:

XML

 + <codelist name="FlowType" date-last-modified="NEW DATETIME" version="1.01" xml:lang="en">
 - <codelist name="FlowType" date-last-modified="2012-03-02T16:37:03.457Z" version="1.0" xml:lang="en">
    <FlowType>
      <code>10</code>
      <name>ODA</name>
      <description>Official Development Assistance. Those flows to countries and territories on the DAC List of ODA Recipients and to multilateral development institutions which are: -- provided by official agencies, including state and local governments, or by their executive agencies; and -- each transaction of which: a) is administered with the promotion of the economic development and welfare of developing countries as its main objective; and b) is concessional in character and conveys a grant element of at least 25 per cent (calculated at a rate of discount of 10 per cent).</description>
    </FlowType>
    <FlowType>
      <code>20</code>
      <name>OOF</name>
      <description>Other Official Flows Official sector transactions that do not meet the ODA criteria, e.g. -- Grants to developing countries for representational or essentially commercial purposes. -- Official bilateral transactions intended to promote development but having a grant element of less than 25 per cent. -- Official bilateral transactions, whatever their grant element, that are primarily export-facilitating in purpose. -- The net acquisition by governments and central monetary institutions of securities issued by multilateral development banks at market terms. -- Subsidies (grants) to the private sector to soften its credits to developing countries. -- Funds in support of private investment.</description>
    </FlowType>
    <FlowType>
      <code>30</code>
      <name>Private Grants</name>
      <description>Grants made by private non-governmental organisations and other private sources (including foundations and other private bodies). Grants by private non-profit-making agencies, including co-operative societies and trade unions, which are active in development and national in the sense that their funds are fully or mainly obtained from sources in the donor economy.</description>
    </FlowType>
    <FlowType>
      <code>35</code>
      <name>Private Market</name>
      <description>Private long-term (i.e. over one-year maturity) capital transactions. Direct investment (new capital outflows and reinvested earnings), other securities and claims (bonds, export credits, equities) by banks and nonbanks, multilateral private flows.</description>
    </FlowType>
    <FlowType>
   + <FlowType>
   +   <code>40</code>
   +   <name>Non flow (e.g. GNI)</name>
   +   <description>TBC</description>
   + </FlowType>
    <FlowType>
      <code>50</code>
      <name>Other flows</name>
      <description>Non-ODA component of peacebuilding operations.</description>
    </FlowType>
  </codelist>
</codelist>
    

Metadata Change

Version 1.01

Changelog

Added Code 40 Non flow (e.g. GNI)

Demo

Not available

Proposed Guidance

40 Non flow (e.g. GNI), would only be needed for any donor trying to report to CRS via IATI. It is not for individual activities, but to allow for calculation of some donor aggregates in DAC reporting.

NEED MORE WORK TO SPECIFY PROPERLY

Extend the IATI standard with elements to cover CRS++

Add more granularity to activity contact details (inc. Web Address)

Required Change

This is a change to the iati-activities-schema.xsd.
It requires:

  1. The addition of elements

Vocabulary Code List

File Format Code List


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