Open Contracting Budgets and Spend Linking data to

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Open Contracting, Budgets and Spend Linking data to unblock budget execution

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

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

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

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

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

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

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.

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

Data sources and precendents OCDS Budget Breakdown Extension

Proposed model: design principles (budget data) ● Only budget allocation and spend relating to

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

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

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

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

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

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

Thank you! Lindsey Marchessault Open Contracting Partnership Tim Davies OCDS Helpdesk