Annual forward planning budgets for funded institutions

Definitions

The recipient-org-budget element allows for the reporting of forward looking budgets for each institution (i.e. multiliateral, INGO, foundation) which receives core funding from a donor. The recommendation is that, where and when possible, the donor’s annual planned budget for the next three to five financial years is reported for each recipient institution.

recipient-org-ref A unique identifier for the institution receiving the funds.
recipient-org-name-language The language in which the name of the institution is reported.
recipient-org-name The name of the institution
period-start-date Start date of the reporting period.
period-start-text A free text description of the period start.
period-end-date End date of the reporting period.
period-end-text A free text description of the period end.
currency The currency in which the project is denominated.
value-date Date of value for currency conversions.
value The total budget for the specified period in the specified or default currency.

Example Usage

The example below shows full reporting for two countries for two consecutive years.

<iati-organisation xml:lang="fr">
  ..
  <recipient-org-budget>
    <recipient-org ref="41114" xml:lang="en">United Nations Development Programme</recipient-org>
    <period-start iso-date="2012-04-01">2012/13</period-start>
    <period-end iso-date="2013-03-31">2012/13</period-end>
    <value currency="USD" value-date="2012-04-01">250000000<value>
  </recipient-org-budget>
  <recipient-org-budget>
    <recipient-org ref="41114" xml:lang="en">United Nations Development Programme</recipient-org>
    <period-start iso-date="2013-04-01">2013/14</period-start>
    <period-end iso-date="2014-03-31">2013/14</period-end>
    <value currency="USD" value-date="2013-04-01">300000000<value>
  </recipient-org-budget>
 <recipient-org-budget>
    <recipient-org ref="44001">Banque internationale pour la reconstruction et le développement</recipient-org>
    <period-start iso-date="2012-10-01">2012/13</period-start>
    <period-end iso-date="2013-09-30">2012/13</period-end>
    <value currency="USD" value-date="2012-10-01">250000000<value>
  </recipient-org-budget>
  <recipient-org-budget>
    <recipient-org ref="44001">Banque internationale pour la reconstruction et le développement</recipient-org>
    <period-start iso-date="2013-10-01">2013/14</period-start>
    <period-end iso-date="2014-09-30">2013/14</period-end>
    <value currency="USD" value-date="2013-10-01">300000000<value>
  </recipient-org-budget>
  ..
</iati-organisation>

Stripped to essentials it is:

<iati-organisation xml:lang="fr" default-currency="USD">
  ..
  <recipient-org-budget>
    <recipient-org ref="41114"/>
    <period-start iso-date="2012-04-01"/>
    <period-end iso-date="2013-03-31"/>
    <value value-date="2012-04-01">250000000<value>
  </recipient-org-budget>
  <recipient-org-budget>
    <recipient-org ref="41114"/>
    <period-start iso-date="2013-04-01"/>
    <period-end iso-date="2014-03-31"/>
    <value value-date="2013-04-01">300000000<value>
  </recipient-org-budget>
 <recipient-org-budget>
    <recipient-org ref="44001"/>
    <period-start iso-date="2012-10-01"/>
    <period-end iso-date="2013-09-30"/>
    <value value-date="2012-10-01">250000000<value>
  </recipient-org-budget>
  <recipient-org-budget>
    <recipient-org ref="44001"/>
    <period-start iso-date="2013-10-01"/>
    <period-end iso-date="2014-09-30"/>
    <value value-date="2013-10-01">300000000<value>
  </recipient-org-budget>
  ..
</iati-organisation>

Structure

Item Format XML Occurs
recipient-org-budget recipient-org-budget 0..*
   recipient-org recipient-org-budget/recipient-org 1..1
      recipient-org-ref IATI Organisation Identifier recipient-org-budget/recipient-org/@ref 0..1
      recipient-org-name-language Language Code recipient-org-budget/recipient-org/@xml:lang 0..1
      recipient-org-name Text recipient-org-budget/recipient-org/text() 0..1
   period-start total-budget/period-start 1..1
      period-start-date Date total-budget/period-start/@iso-date 1..1
      period-start-text Text total-budget/period-start/text() 0..1
   period-end total-budget/period-end 1..1
      period-end-date Date total-budget/period-end/@iso-date 1..1
      period-end-text Text total-budget/period-end/text() 0..1
   value total-budget/value 1..1
      currency Currency Code total-budget/value/@currency 0..1
      value-date Date total-budget/value/@value-date 1..1
      value-amount Integer total-budget/value/text() 1..1

Usage & Compliance

The recipient-org-budget element is not mandatory, but is recommended for full compliance. An instance of the element should be used for each institution budget-period reported. There is no limit to the number of instances.

For every occurrence of the recipient-org-budget element:

  • The recipient-org element is mandatory.
    • Either the recipient-org-ref or the recipient-org-name must be present.
    • The recipient-org-ref is not mandatory but recommended for full compliance.
    • If present, the format of recipient-org-ref must comply with IATI Rules for Organisation Identifiers.
    • If the recipient-org-name is present in a language other than the default-language specified in the Record Header (or the default-language specified in the Record Header is omitted), recipient-org-name-language is mandatory.
  • The period-start element is mandatory.
    • The period-start-date is mandatory.
    • The period-start-date must be in a valid ISO date format.
  • The period-end element is mandatory.
    • The period-end-date is mandatory.
    • The period-end-date must be in a valid ISO date format.
  • The value element is mandatory.
    • If the default-currency has not been specified in the Record Header, currency is mandatory.
    • If currency is present it must be a valid code from the codelist.
    • The period-end-date must be in a valid ISO date format.
    • The value-date is mandatory.
    • The value-date must be in a valid ISO date format.
    • The value is mandatory.
    • The value must be a positive integer.
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