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.
..
United Nations Development Programme
2012/13
2012/13
250000000
United Nations Development Programme
2013/14
2013/14
300000000
Banque internationale pour la reconstruction et le développement
2012/13
2012/13
250000000
Banque internationale pour la reconstruction et le développement
2013/14
2013/14
300000000
..
Stripped to essentials it is:
..
250000000
300000000
250000000
300000000
..
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 | recipient-org-budget/period-start | 1..1 | |
| period-start-date | Date | recipient-org-budget/period-start/@iso-date | 1..1 |
| period-start-text | Text | recipient-org-budget/period-start/text() | 0..1 |
| period-end | recipient-org-budget/period-end | 1..1 | |
| period-end-date | Date | recipient-org-budget/period-end/@iso-date | 1..1 |
| period-end-text | Text | recipient-org-budget/period-end/text() | 0..1 |
| value | recipient-org-budget/value | 1..1 | |
| currency | Currency Code | recipient-org-budget/value/@currency | 0..1 |
| value-date | Date | recipient-org-budget/value/@value-date | 1..1 |
| value-amount | Integer | recipient-org-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.