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Operating Budget SchemaFinanceAnnual Budget
Socrata
| Version: 2
Socrata Open Budget application requires Operating Expense and Operating Revenue datasets to match the Operating Data Schema
Details
  • License: Creative Commons Attribution-NonCommercial-ShareAlike 3.0
  • About the Publisher: Partnership among state actors and the Socrata company. Socrata offers technological services for opening up government data. Socrata company consists of software engineers, designers, open government advocates, and business professionals
  • Updated by Publisher: 4/7/2015
  • Level of Use: Many governments that are customers of Socrata have adopted the standard. These include Michigan, Massachusetts, Los Angeles, and Seattle
  • Open License: Yes
  • Transferable to other Jurisdictions: The schema's documentation is publicly available. Video tutorials and web articles discuss how municipalities can adopt the schema and update their datasets so that Socrata's Open Budget product works
  • Stakeholder Participation: Socrata developed the standard privately
  • Consensus-based Governance: No way for public and interested parties to contribute to the development of the schema
  • Extensions: No information
  • Machine Readable: Two separate datasets (Operating Expenses and Operating Revenues) have to be organized into flat-files. Some fields for the data are required and some are optional. The data is not normalized.
  • Human Readable: Specification uses metadata, field identifiers and semantics
  • Requires Real-Time Data: The standard dictates that the data should be updated every year
  • Metadata: Socrata recommends to include a column in the datasets to describe the data, but it is not required.
Added to directory: 6/26/2017
Capital Budget SchemaFinanceAnnual Budget
Socrata
| Version: 2.3
Socrata Open Budget application requires Capital Budget datasets to match the Capital Budget Schema.
Details
  • License: Creative Commons Attribution-NonCommercial-ShareAlike 3.0
  • About the Publisher: Partnership among state actors and the Socrata company. Socrata offers technological services for opening up government data. Socrata company consists of software engineers, designers, open government advocates, and business professionals
  • Updated by Publisher: 10/6/2015
  • Level of Use: Many governments that are customers of Socrata have adopted the standard. These include Michigan, Massachusetts, Los Angeles, and Seattle
  • Open License: Yes
  • Transferable to other Jurisdictions: The schema's documentation is publicly available. Video tutorials and web articles discuss how municipalities can adopt the schema and update their datasets so that Socrata's Open Budget product works
  • Stakeholder Participation: Socrata developed the standard privately
  • Consensus-based Governance: No way for public and interested parties to contribute to the development of the schema
  • Extensions: No information
  • Machine Readable: Two separate datasets (Operating Expenses and Operating Revenues) have to be organized into flat-files. Some fields for the data are required and some are optional. The data is not normalized.
  • Human Readable: Specification uses metadata, field identifiers and semantics
  • Requires Real-Time Data: The standard dictates that the data should be updated every year
  • Metadata: Socrata recommends to include a column in the dataset to describes the data, but it is not required.
Added to directory: 6/26/2017
Local BudgetFinanceOntologyAnnual Budget
The Ontology Engineering Group
| Version: 0.1
Vocabulario para la representación de datos sobre presupuestos de entidades locales specifies vocabulary for local budget data in Spain. Content of the standard includes both government income and expenses
Details
  • License: Creative Commons Attribution 4.0 International
  • About the Publisher: The Ontology Engineering Group is based at the Computer Science School at Universidad Politécnica de Madrid. It is widely recognised in Europe in the areas of Ontology Engineering, Semantic Infrastructure, Linked Data, and Data Integration. Oscar Corcho has collaborated with members of Spanish city councils and other Spanish organizations to draft vocabularies for linked open data
  • Updated by Publisher: 1/31/2015
  • Level of Use: Vocabulary is limited to budget data for localities in Spain
  • Open License: Yes
  • Transferable to other Jurisdictions: This vocabulary is intended to be used by municipalities across Spain, but could be transferable. Data class and property names are in Spanish
  • Stakeholder Participation: The contributors to this vocabulary include members of Spanish city councils
  • Consensus-based Governance: No way for the public and interested parties to contribute to the development of the budget vocabularies
  • Extensions: No information
  • Machine Readable: An OWL schema is provided
  • Human Readable: An HTML documentation page makes the ontology schema human-readable
  • Requires Real-Time Data: Includes a date input named quarter, but up to date publication is not required
  • Metadata: Namespaces used are declared in section 1.1 of the documentation
Added to directory: 8/29/2017
Checkbook NYCFinanceExpenditureProcurement ContractsAnnual Budget
REI Systems and NYC Comptroller's Office
| Version: 2
This application is highly detailed and allows you to customize the data yourself in order to visualize NYC budget, expenditure, revenue, and contract data. The application has information about W/MBE (Women/Minority Business Enterprise). It was based on the USASpending.gov model (for federal budget and expense information). Can export the raw data through API's controllers
Details
  • License: GNU Affero General Public License, version 3.0
  • About the Publisher: REI Systems have contributed to building open source government websites. REI teamed up with state workers at the NYC Comptroller's office to create Checkbook NYC
  • Updated by Publisher: 8/8/2017
  • Level of Use: Limited to NYC
  • Open License: Yes
  • Transferable to other Jurisdictions: Adapted from the city's central Financial Management System (FMS) software. Hope to develop a web-based application to 'create something that other cities might be willing to share the cost of maintaining and improving'
  • Stakeholder Participation: NYC Comptroller office leads in the implementation and development of the standard
  • Consensus-based Governance: Application source code is posted to GitHub. Have the option to pull requests and post issues. API open source software is posted to GitHub. Anyone can participate by pulling requests and contributing to the issue tracker on GitHub
  • Extensions: API extended to include a featured dashboard. Dashboard provides highly detailed information about contract/spending data
  • Machine Readable: API displays the financial data in a web-based dashboard
  • Human Readable: Dashboard embedded in HTML web page. HTML code includes metadata and resource identifiers
  • Requires Real-Time Data: Up to date by yearly quarter
  • Metadata: HTML web page that hosts the API includes metadata
Added to directory: 8/1/2015
Fiscal Data PackageFinanceAnnual Budget
Open Knowledge International
| Version: 0.3
Standardizes annual government budget by revenue and expenditure. These categories exist at the transactional or aggregated levels.
Details
  • License: Creative Commons Attribution - ShareAlike 4.0 International License
  • About the Publisher: Partnership among private sector and nonprofit organizations. Open Knowledge has published the Open Knowledge Definition and has developed open data projects such as CKAN
  • Updated by Publisher: 5/2/2017
  • Level of Use: Governments of Slovakia, Cameroon, Nicaragua have published government spending data through openspending.org using the fiscal data package
  • Open License: Yes
  • Transferable to other Jurisdictions: Specification is an extension of the Tabular Data Package. It consists of CSV data files and metadata descriptor file in JSON format. Standard utilizes universal components so everyone may access it. The aggregated expense category requires classification according to the United Nations' Statistics Division's Classification of the Functions of Government (COFOG). Aggregated revenue data requires classification according to the IMF's Government Finance Statistic Manual 2001 (GFSFM). Classifications according to these institutions are widely implemented and broad enough to be applied across national governments
  • Stakeholder Participation: Standard is in consultation with budget data community. Adapts input from private sector and nonprofit organizations
  • Consensus-based Governance: Can follow development of standard on the 'issue' tracker posted to Github. Contributions from the community will be overseen by a member of Open Knowledge International
  • Extensions: OpenSpending Data Package
  • Machine Readable: Standard uses tabular form. Data stored in CSV format. The CSV's structuration consists of a data table in which each tuple represents a single budget item. The first tuple of the data file signifies the required fields for the appropriate dataset type in addition to the required fields for all the dataset categories (dataset type is notated under metadata descriptor file)
  • Human Readable: Specification uses metadata, field identifiers and semantics
  • Requires Real-Time Data: The standard dictates that the data be updated every year
  • Metadata: Metadata included in the required JSON file descriptor, datapackage.json. The datapackage.json is a metadata descriptor file that contextualizes the data and gives insight to the data file structure and budget attributes. The metadata object for each data file in the resource array has to contain the specific attributes related to budget data type (i.e. currency, whether the data reflects revenue or expenditure, the data's granularity, and status within the budget cycle)
Added to directory: 8/9/2017