Documentation

Sfondo

The planning section of OCDS can be used to describe the background to a contracting process, which may include details of the budget from which funds are drawn.

OCDS core includes a single budget.amount field to capture the total value of the budget for the contracting process.

Providing more detailed budget information

Some OCDS implementations require more detailed information on budgets to be disclosed, for example multi-year budgets or budgets sourced from multiple different government departments. In the case of PPPs, budgets may be sourced from the private sector or from multi-lateral development banks.

This extension provides a way to describe multi-year and multi-source budgets.

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.

Campi dell'estensione

This extension adds a budgetBreakdown property to the planning section of OCDS. budgetBreakdown is an array of budget blocks.

This extension also extends the budget block with the following additional properties for use in the budgetBreakdown section:

  • budget.sourceParty - an organization reference, linking to the entry in the parties section describing the organization providing the funds for this part of the budget
  • budget.period - a period block, describing the period to which this part of the budget applies

Guida

In the core planning.budget block:

  • budget.amount should be used to capture the total value of the budget for the contracting process.
  • budget.period should be used to capture the total period over which the budget applies.
  • budget.sourceParty should be omitted.

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".

Esempi

Multi-source budgets

The following JSON snippet models a single year multi-source budget:

{
  "planning": {
    "budget": {
      "id": "1",
      "description": "Multi-source budget, see budget breakdown for details.",
      "amount": {
        "amount": 300000,
        "currency": "GBP"
      },
      "budgetBreakdown": [
        {
          "sourceParty": {
            "id": "GB-LAC-E09000003-557",
            "name": "London Borough of Barnet - Transport Services"
          },
          "period": {
            "startDate": "2016-01-01T00:00:00Z",
            "endDate": "2016-12-31T23:59:59Z"
          },
          "id": "001",
          "description": "Budget contribution from the local government",
          "amount": {
            "amount": 150000,
            "currency": "GBP"
          }
        },
        {
          "sourceParty": {
            "id": "GB-GOV-23",
            "name": "Department for Transport"
          },
          "period": {
            "startDate": "2016-01-01T00:00:00Z",
            "endDate": "2016-12-31T23:59:59Z"
          },
          "id": "002",
          "description": "Budget contribution from the national government",
          "amount": {
            "amount": 150000,
            "currency": "GBP"
          }
        }
      ]
    }
  }
}

Multi-year budgets

The following JSON snippet models a multi-year single source budget:

{
  "planning": {
    "budget": {
      "id": "2",
      "description": "Multi-year budget, see budget breakdown for details.",
      "amount": {
        "amount": 300000,
        "currency": "GBP"
      },
      "budgetBreakdown": [
        {
          "period": {
            "startDate": "2016-01-01T00:00:00Z",
            "endDate": "2016-12-31T00:00:00Z"
          },
          "id": "001",
          "description": "2016 Budget",
          "amount": {
            "amount": 200000,
            "currency": "GBP"
          }
        },
        {
          "period": {
            "startDate": "2017-01-01T00:00:00Z",
            "endDate": "2017-12-31T00:00:00Z"
          },
          "id": "002",
          "description": "2017 Budget",
          "amount": {
            "amount": 100000,
            "currency": "GBP"
          }
        }
      ]
    }
  }
}

Problemi (issues)

Segnala i problemi per questa estensione nel repository ocds-extensions, inserendo il nome dell'estensione nel titolo del problema.

Storico delle modifiche

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