Budget Breakdown

OCDS' planning.budget object can be used to describe the budget from which funds are drawn. It includes a single budget.amount field to capture the total value of the budget for a future contracting process.

This extension provides a way to describe the budget in greater detail, including multi-year budgets or budgets sourced from multiple organizations. In the case of PPPs, budgets may be sourced from the private sector or from multi-lateral development banks.

Disclosing structured data on multi-source budgets allows users to understand how much of the funds for a project come from government or from a specific department, whilst structured data on multi-year budgets allows users to understand the expected spend profile of a contract.

Guidance

In the core planning.budget block, budget.amount should be used to capture the total value of the budget for a future contracting process.

Where budget.budgetBreakdown is used to express a multi-source budget but the organization details are not known for one or more parts of the budget, for example in a PPP where part of the budget will be provided by the successful private sector bidder, the sourceParty.name field should be used to provide a free text explanation of the source of the budget, e.g. "Private sector investment from successful bidder".

Examples

Multi-source budgets

A single-year, multi-source budget:

{
  "planning": {
    "budget": {
      "amount": {
        "amount": 300000,
        "currency": "GBP"
      },
      "budgetBreakdown": [
        {
          "id": "1",
          "description": "Budget contribution from the local government",
          "sourceParty": {
            "id": "GB-LAC-E09000003-557",
            "name": "London Borough of Barnet - Transport Services"
          },
          "amount": {
            "amount": 150000,
            "currency": "GBP"
          }
        },
        {
          "id": "2",
          "description": "Budget contribution from the national government",
          "sourceParty": {
            "id": "GB-GOV-23",
            "name": "Department for Transport"
          },
          "amount": {
            "amount": 150000,
            "currency": "GBP"
          }
        }
      ]
    }
  },
  "parties": [
    {
      "id": "GB-GOV-23",
      "name": "Department for Transport",
      "roles": [
        "funder"
      ]
    },
    {
      "id": "GB-LAC-E09000003-557",
      "name": "London Borough of Barnet - Transport Services",
      "roles": [
        "funder"
      ]
    }
  ]
}

Multi-year budgets

A multi-year, single-source budget:

{
  "planning": {
    "budget": {
      "amount": {
        "amount": 70000,
        "currency": "GBP"
      },
      "budgetBreakdown": [
        {
          "id": "1",
          "description": "2021/2022",
          "period": {
            "startDate": "2021-04-01T00:00:00Z",
            "endDate": "2022-03-31T23:59:59Z"
          },
          "amount": {
            "amount": 20000,
            "currency": "GBP"
          }
        },
        {
          "id": "2",
          "description": "2022/2023",
          "period": {
            "startDate": "2022-04-01T00:00:00Z",
            "endDate": "2023-03-31T23:59:59Z"
          },
          "amount": {
            "amount": 50000,
            "currency": "GBP"
          }
        }
      ]
    }
  }
}

Issues

Report issues for this extension in the ocds-extensions repository, putting the extension's name in the issue's title.

Changelog

2023-06-07

• Add 'sourceParty' code to the +partyRole.csv codelist, because the 'funder' code is deprecated in OCDS 1.2.

2020-04-24

• Add minProperties, minItems and/or minLength properties.

2019-03-20

• Set "uniqueItems": true on array fields, and add "minLength": 1 on required string fields.

2019-01-30

• Remove obsolete mergeStrategy properties

2018-05-08

• Make BudgetBreakdown.id required and non-nullable to support revision tracking and list merging