- Slides: 16
Open Contracting, Budgets and Spend Linking data to unblock budget execution
Objective Public contracting forms part of a wider landscape of public financial management. How can connections be made between budget, contracting and spend data, to give a clearer picture of how public resources are being used?
What information and functionalities to people need? Identifying budget sources Confirming budget allocations As a journalist I want to see the budget source of a particular contracting process in order to understand whether funding has come from domestic resources, loans or other international revenue As a potential supplier I want to see when budget availability is confirmed for a given contracting process so that I can plan a pipeline of potential bidding opportunities. Tracking the payment process As an academic I want to identify the gap between invoice date and payment date so that I can analyse how prices are affected by payment timelines Identifying projects As a civil society organisation focussed on infrastructure I want to find all the contracting processes related to a given infrastructure programme or project so that I can carry out a review of compliance with infrastructure project transparency requirements. Tracking budget execution As a treasury official I want to share information on the status of budget allocations and spending for any given contract so that I can demonstrate to the public that the budget is being spent in accordance with approved plans
What tools do we have? ● Open Contracting Data Standard ● Open Fiscal Data Package
About Open Contracting Data Standard OCDS is: ❏ A standard for (1) what to publish about the planning, procurement and implementation of public contracts and (2) how to publish it as open data. Focussing on what users need ❏ A data schema for published data Ensuring the technical interoperability of data ❏ Collected guidance on publishing and using data Ensuring technical interoperability
About the Fiscal Data Package Fiscal data package is “a lightweight and user-oriented format for publishing and consuming fiscal data” Annotation of existing published datasets in order to transform to a common logical model with spreadsheet columns related to fiscal concepts.
Key concepts National budget data describes allocations of money to particular agencies, projects and functions. A contracting process may have some or all of a particular budget line allocated to it. Within the contracting process, budget means budget allocated for this process.
Key concepts In OCDS, a contracting process may contain multiple contracts, and multiple payments. Data on contracting processes may relate to a number of different budget and spend related datasets.
Data sources and precendents OCDS Budget Breakdown Extension
Proposed model: design principles (budget data) ● Only budget allocation and spend relating to specific contracting processes belongs in OCDS ○ E. g. The fact that $5 m has been allocated to a specific contracting process to build a school can be provided within an OCDS file. The fact that this comes from a larger $20 m Education Ministry budget for school building does not: but should instead be provided in a linked budget dataset. ● Provide flexibility in budget measures and classifications ○ I. e. OCDS will not define a set of budget classifications or measures, but will allow use of any terms that exist in a countries existing budget and spend systems.
Proposed model: design principles (budget data) ● Defer to the Fiscal Data Package for concept meta-data ○ To avoid ‘bloated’ OCDS data, meta-data about each concept should be captured using an embedded or cross-referenced Fiscal Data Package table specification. ● Design for tabular data ○ It should be easy to convert an OCDS budget breakdowns into a table, and to gain a reasonable understanding of it without risks of double-counting totals.
In practice Without cross-referencing the fiscal data package, users can see budget classifications and measure field names and values. Flattened data works as a simple table.
In practice With cross-references to Fiscal Data Package: ● ● Field titles can be used; The relationship between fields can be expressed; The fiscal concepts represented by fields can be identified; A link can be made to the physical model of budget data.
In Application ● Lorena from Mexico will share the functionalities that they are proposing through the linkage of open contracting and open fiscal package data
Implementation Guidance & Support ● Open Contracting Partnership is working with GIFT to document the approach described in this presentation ● If you are interested to pilot implementation, please contact us at [email protected] org
Thank you! Lindsey Marchessault Open Contracting Partnership Tim Davies OCDS Helpdesk