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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
360 GivingFinancePhilanthropy
360 Giving
| Version: 1
360Giving aims to help UK grant makers and philanthropists to publish their grant information online in an easy to use way
Details
  • License: Creative Commons Attribution 4.0 International
  • About the Publisher: 360 Giving is a registered charity with a non-profit operating model focused solely on developing and promoting adoption of a data standard for charitable grants and donations
  • Updated by Publisher: 5/18/2017
  • Level of Use: High level of use within the UK
  • Open License: Yes
  • Transferable to other Jurisdictions: Although the intended users of this standard are in the UK, the standard can specify activity in any country, and funding from any source or in any currency. The standard uses ISO codes for countries, currencies, and dates. Some of the geography codes are UK-specific.
  • Stakeholder Participation: The employees and board of directors at 360Giving are all associated with either the Open Data sector or the charity and government funding sector
  • Consensus-based Governance: Standard and documentation is maintained on GitHub, with many contributors
  • Extensions: 360 Giving is encouraging users to follow a template for the schema, implying that all users should have identical fields
  • Machine Readable: JSON or CSV format is specified
  • Human Readable: Any coded variables in the schema are accompanied by a plaintext description (e.g. ISO codes for currencies)
  • Requires Real-Time Data: Grants and donations are one-time events, which are documented individually. Repeat transactions between parties are stored in an organized manner in the GrantNav tool
  • Metadata: The standard uses several standard codes in addition to ISOs, such as an organisation identifier that is specified on their website
Added to directory: 6/13/2017
International Aid Transparency Initiative (IATI)FinancePhilanthropy
IATI
| Version: 2.02
The IATI standard is a framework for publishing information on development cooperation activities in a timely, comprehensive and forward-looking manner. All published data should be structured and comparable
Details
  • License: Creative Commons Attribution 4.0 International
  • About the Publisher: IATI is a voluntary, multi-stakeholder initiative that seeks to improve the transparency of aid, development, and humanitarian resources in order to increase their effectiveness in tackling poverty. IATI brings together donor and recipient countries, civil society organisations, and other experts in aid information who are committed to working together to increase the transparency and openness of aid.
  • Updated by Publisher: 4/1/2017
  • Level of Use: 547 Organisations so far have published their data in the IATI registry
  • Open License: Yes
  • Transferable to other Jurisdictions: IATI is an international effort. No jurisdiction per se
  • Stakeholder Participation: IATI brings together donor and recipient countries, civil society organisations, and other experts in aid information who are committed to working together to increase the transparency and openness of aid.
  • Consensus-based Governance: IATI has a GitHub page where the references for the standards rae maintained
  • Extensions: IATI allows for publishing of additional data that are not covered by the default IATI elements by using an XML namespace to extend the schema
  • Machine Readable: All data is published in XML on the IATI registry
  • Human Readable: Datasets published on the IATI registry can also be downloaded or previewed in an easy to read CSV table
  • Requires Real-Time Data: Organizations can choose when to publish or re-publish their data
  • Metadata: IATI has related standards that are associated with the main IATI standard such as The Organisations Standard and The Activity Standard
Added to directory: 6/13/2017
eXtensible Business Reporting Language (xBRL)FinanceBusinessMetadata
XBRL
| Version: 2.1
xBRL consists of formats for different kinds of business documents, such as financial statements, performance reports, or compliance reports. The standard formats allow the documents to be transmitted and parsed between entities easily
Details
  • License: Copyright XBRL International
  • About the Publisher: XBRL International is a non-profit consortium committed to improving business reporting in the public interest by maintaining a standard format for exchanging reports
  • Updated by Publisher: 2/20/2013
  • Level of Use: Used by national and international financial agencies such as the FDIC. Also used by many international corporations
  • Open License: No
  • Transferable to other Jurisdictions: xBRL was created to be used by businesses worldwide
  • Stakeholder Participation: The XBRL Consortium has a portal for contributing to the standard and otherwise getting involved in XBRL work
  • Consensus-based Governance: Many large working groups contribute to different aspects of the standard and its extensions
  • Extensions: Extensibility is included as a design principle. A Link Role Registry exists for users to share additional roles for reuse
  • Machine Readable: XML schema
  • Human Readable: Data values are often coded
  • Requires Real-Time Data: Reports are encoded and transmitted case-by-case
  • Metadata: Includes reference to xbrl.org instance and w3.org instance
Added to directory: 6/19/2017
ContractsFinanceProcurement Contracts
Local Government Association (LGA)
| Version: 1.3
The Local Government Transparency Code requires that governments publish details of contracts, commissioned activity, purchase orders, and other agreements with a value exceeding £5,000. The Local Government Association developed a common format for local councils to publish contracts, providing a data template as well as a standardized schema for local governments to use
Details
  • License: Data providers are encouraged to publish under the Open Government Licence. While the LGA maintains a copyright to the documentation, the standard does not appear to be licensed
  • About the Publisher: The Local Government Association represents the interests of English and Welsh municipal councils in national government. The LGA also promotes communication between local government authorities and develops best practices. LGA standards have been developed in response to the UK's Local Government Transparency Code, which encourages the publication of government data in standardized machine-readable formats.
  • Updated by Publisher: 1/6/2015
  • Level of Use: 371 District and County Councils are members of the LGA
  • Open License: Yes
  • Transferable to other Jurisdictions: Field headers use British government and business terminology
  • Stakeholder Participation: The Local Government Association consists of local government officials who collaborate to develop best practices for local authorities, the would-be stakeholders.
  • Consensus-based Governance: Although schemas and documentation are held on GitHub, changes can only be decided by the LGA
  • Extensions: The schema contains many optional fields, but additional fields are not supported.
  • Machine Readable: CSV format required
  • Human Readable: CSV template has readable headers
  • Requires Real-Time Data: Contract and spending data are released quarterly
  • Metadata: No information
Added to directory: 8/18/2017
SpendingFinanceExpenditure
Local Government Association (LGA)
| Version: 1.3
The Local Government Transparency Code requires that governments publish details of any expenditure exceeding £500. The Local Government Association developed a common format for local councils to publish spending data, providing a data template as well as a standardized schema for local governments to use
Details
  • License: Data providers are encouraged to publish under the Open Government Licence. While the LGA maintains a copyright to the documentation, the standard does not appear to be licensed
  • About the Publisher: The Local Government Association represents the interests of English and Welsh municipal councils in national government. The LGA also promotes communication between local government authorities and develops best practices. LGA standards have been developed in response to the UK's Local Government Transparency Code, which encourages the publication of government data in standardized machine-readable formats.
  • Updated by Publisher: 1/6/2015
  • Level of Use: 372 District and County Councils are members of the LGA
  • Open License: Yes
  • Transferable to other Jurisdictions: Field headers use English government terminology
  • Stakeholder Participation: The Local Government Association consists of local government officials who collaborate to develop best practices for local authorities, the would-be stakeholders.
  • Consensus-based Governance: Although schemas and documentation are held on GitHub, changes can only be decided by the LGA
  • Extensions: The schema contains many optional fields, but additional fields are not supported.
  • Machine Readable: CSV format required
  • Human Readable: CSV template has readable headers
  • Requires Real-Time Data: Contract and spending data are released quarterly
  • Metadata: No information
Added to directory: 8/18/2017
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
SubsidiesFinanceOntologyPhilanthropy
The Ontology Engineering Group
| Version: 0.1
Vocabulario para la representación de subvenciones is an ontology for describing subsidies granted by municipalities. It extends VPDA - Local Budget and uses common ontologies such as Event and Place
Details
  • License: Creative Commons Attribution License 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: 3/20/2015
  • Level of Use: No information
  • 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: Contributors besides Oscar Corcho (OEG) are not specified
  • 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: No information
  • Metadata: Namespaces used are declared in section 1.1 of the documentation. A detailed flowchart describes relationships between local classes and xsd, skos, and VPDA - Local Budget classes
Added to directory: 8/30/2017
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
Open Contracting Data StandardsFinanceProcurement Contracts
Open Contracting Partnership (OCP)
| Version: 1.1
International standard to make data about government contracts more transparent to the public
Details
  • License: Creative Commons Attribution 4.0 International license
  • About the Publisher: World Wide Web Consortium (W3C) is a standards consortium that private organizations pay into so that they have voting rights on standards. W3C responds to the needs of speed and consensus within standardization process
  • Updated by Publisher: 5/31/2017
  • Level of Use: Pilot version of standard has been implemented in Canada, the UK, Mexico, Romania and Ukraine
  • Open License: Yes
  • Transferable to other Jurisdictions: Goal of project is to develop a standard that can be adopted across national borders
  • Stakeholder Participation: Publishers actively engage communities and businesses interested in adopting the standard. Publishers collaborated with stakeholders in order to develop the 'OCDS Demand-side Assessment'. This assessment is meant to address real world needs of publishers and users of public contracting data
  • Consensus-based Governance: Standard hosts the Open Contracting Data Standard Helpdesk to file issues for the future version 1.1
  • Extensions: This standard has a sector specific extension
  • Machine Readable: Open Contracting Data Standard is modeled on the Data Package protocol. The Open Contracting ID (OCID) is a globally unique identifier. Data in the standard can be supported using JSON or simplified single/multi-table CSV formats (acts as a flat, tabular schema)
  • Human Readable: Standard states an objective of being easily understandable. Provides key terms and background on the procurement contracting process
  • Requires Real-Time Data: No information
  • Metadata: Standard has a .json metadata package. As a globally unique identifier to identify the data package
Added to directory: 8/30/2017