Version 2.03 Decimal Upgrade - Index of Proposals

Standard Management 2.03 Decimal Upgrade Proposals
#1

The process to upgrade the IATI Standard to version 2.03 is under way - you can find details of how to participate here and the timeline for this process here.

This post contains the master index of proposals which will be the central reference point for all consultations. It is being updated as the consultation progresses. Last updated 16/06/2017.

    **1. Inclusions**
    **We propose that 2.03 consists of the following proposals.** IATI activity and organisation standard summary table including all proposals under consideration for the 2.03 standard upgrade can be found in [here](https://docs.google.com/spreadsheets/d/1XWnzesMvLebIVLk47OIXATfhcjESVcaGnw8SJpOuCCk/edit#gid=2006966084).
      a. Hierarchies, Traceability and Double Counting
        • [Hierarchies - related-activity definition](https://discuss.codeforiati.org/t/hierarchies-related-activity-definition/840)
        • [Traceability - definitions of disbursement and expenditure](https://discuss.codeforiati.org/t/traceability-definitions-of-disbursement-and-expenditure/859)
      b. Organisation Types and Roles
        • [Organisation type codes - additions](https://discuss.codeforiati.org/t/organisation-type-codes-additions/858)
        • [CRS Channels of Delivery](https://discuss.codeforiati.org/t/crs-channels-of-delivery/857)
        • [Deprecate OrganisationRole code for “Accountable”](https://discuss.codeforiati.org/t/deprecate-organisationrole-code-for-accountable/856)
      c. Codelists
        • [Redefine selected codelists as “Non-embedded”](https://discuss.codeforiati.org/t/redefine-selected-codelists-as-non-embedded/854)
        • [TransactionType Codes](https://discuss.codeforiati.org/t/transactiontype-codes/852)
        • [Migration of RegistrationAgency codelist to Org-id.guide](https://discuss.codeforiati.org/t/migration-of-organisationregistrationagency-codelist-to-org-id-guide/851)
        • [Guidance on U.r.i. Usage for publisher’s own vocabularies](https://discuss.codeforiati.org/t/guidance-on-u-r-i-usage-for-publisher-s-own-vocabularies/850)
      d. Sectors
        • [Non-statistical secondary sectors](https://discuss.codeforiati.org/t/non-statistical-secondary-sectors/849)
      e. Transactions
        • [Add related-transaction element](https://discuss.codeforiati.org/t/add-related-transaction-element/848)
      f. Aid Types
        • [Add Vocabularies to aid type](https://discuss.codeforiati.org/t/add-vocabularies-to-aid-type/847)
      g. Secondary Publishers
        • [Modify definition of secondary publisher](https://discuss.codeforiati.org/t/modify-definition-of-secondary-publisher/846)
      h. Results
        • [Results- add more indicator vocabularies](https://discuss.codeforiati.org/t/results-add-more-indicator-vocabularies/870)
        • [Results- allow disaggregations of results data](https://discuss.codeforiati.org/t/results-allow-disaggregations-of-results-data/871)
        • [Results- represent more than quantitative data](https://discuss.codeforiati.org/t/results-represent-more-than-quantitative-data/872)
        • [Results- recognising partner contributions](https://discuss.codeforiati.org/t/results-recognising-partner-contributions/873)
        • [Results- improve consistency of results standard](https://discuss.codeforiati.org/t/results-improve-consistency-of-results-standard/874)
        • [Results - vocabulary attribute option](https://discuss.codeforiati.org/t/results-vocabulary-attribute-option/879)
        • [Add document-link to Results indicator](https://discuss.codeforiati.org/t/add-document-link-to-results-indicator/895)
        • [Add indicator measure “other” to the codelist](https://discuss.codeforiati.org/t/add-indicator-measure-other-to-the-codelist/899)
      i. Improvements to humanitarian reporting (These are links to proposals covered elsewhere in this category)
        • Earmarking ([AidTypeVocabulary](https://discuss.codeforiati.org/t/add-vocabularies-to-aid-type/847))
        • Pledges ([TransactionType](https://discuss.codeforiati.org/t/transactiontype-codes/852))
        • [Transaction Exchange Rate](https://discuss.codeforiati.org/t/exchange-rate-options/901)
        • [Transaction Related Reference](https://discuss.codeforiati.org/t/add-related-transaction-element/848)
        • Cash transfers
        • [Organisation Types](https://discuss.codeforiati.org/t/organisation-type-codes-additions/858)
        • [Exemption from forward-looking budgets](https://discuss.codeforiati.org/t/add-budget-exempt-attribute-and-codelist/845)
      j. Reporting of new modalities
        • Cash transfers (proposal to follow)
      k. Exemption from reporting forward-looking data
        • [Add budget-exempt attribute and codelist](https://discuss.codeforiati.org/t/add-budget-exempt-attribute-and-codelist/845)
      l. Miscellaneous
        • [Boundary values for percentages](https://discuss.codeforiati.org/t/boundary-values-for-percentages/843)
        • [Language - recommend use of ISO 639-1](https://discuss.codeforiati.org/t/language-recommend-use-of-iso-639-1/842)
        • [Document-link description](https://discuss.codeforiati.org/t/document-link-description/841)
        • [Related Contracts](https://discuss.codeforiati.org/t/adding-links-to-related-ocds-contracts/918)
    **2. Exclusions**

    Following the first stage of the standard upgrade process, we propose the following proposal are not included in the 2.03 upgrade (reasons for non-inclusion are posted as comments under each topic)

        a. Organisation Types and Roles
        • [Add OrganisationRole code for “Responsible” organisation](https://discuss.codeforiati.org/t/add-an-organisationrole-code-for-responsible-organisation/855)
        b. Codelists
        • [Modifications to redefined non-embedded codelists](https://discuss.codeforiati.org/t/modifications-to-redefined-non-embedded-codelists/853)
        c. Sectors
        • [Possibly change SDGs from sector to policy markers](https://discuss.codeforiati.org/t/possibly-change-sdgs-from-sector-to-policy-markers/891)
        d. Transactions
          • [Exchange Rates](https://discuss.codeforiati.org/t/exchange-rate-options/901)
        e. Results
          • [Include option for cummulative results on activity level](https://discuss.codeforiati.org/t/include-option-for-cummulative-results-on-activity-level/892)
        f. Miscellaneous
          • [Publishing application](https://discuss.codeforiati.org/t/publishing-application/844)
    **3. Guidance**
    Changes and/or additions to guidance have been included below for reference. While they can be updated at anytime and do not require consensus into the formal upgrade process, the below posts will be reviewed as part of the 2.03 standard upgrade process
      • [Hierarchies - general guidance](https://discuss.codeforiati.org/t/hierarchies-general-guidance/861)
      • [Traceability - general guidance](https://discuss.codeforiati.org/t/traceability-general-guidance/860)
      • [Double counting- general guidance](https://discuss.codeforiati.org/t/double-counting-general-guidance/862)
      • [Guidance-on-implementing-aid-and-budget-alignment](https://discuss.codeforiati.org/t/guidance-on-implementing-aid-and-budget-alignment/831/5)
    Please make sure you subscribe to this sub-category to receive notifications about any new posts and keep up-to-date with discussions.
Language - recommend use of ISO 639-1 (included 2.03)
Publishing application (excluded 2.03)
Add budget-exempt attribute and codelist (included 2.03)
Boundary values for percentages (included 2.03)
Add vocabularies to aid-type (included 2.03)
Modify definition of secondary publisher (included 2.03)
Add related-transaction element (excluded 2.03)
Deprecate OrganisationRole code for “Accountable” (excluded 2.03)
Guidance on implementing aid and budget alignment
Guidance on implementing aid and budget alignment
#2
#3
#4

Does anyone have the 2.03 proposals in a spreadsheet format?

I’d like to be able to review them with the team in bulk - looking for opportunities to improve our stuff - and also likely challenges…

Exchange Rate Options (excluded 2.03)
#5

@JohnAdams Currently we don’t have all proposals in a spreadsheet format. I’ll be creating one now for the next stage of the upgrade, including all proposals under consideration, and will post it by early next week at the very latest.

#6

The list above appears to suggest the Non-statistical secondary sectors is included in the 2.03 proposals, but the proposal itself says it is excluded.

Is that an error, or is it to indicate that the <tag> amendment is to be taken forward as a new proposal?

#7

Thanks @andylolz, the intention was indeed to indicate that replaces it, but I agree it is confusing. We’ll amend …

1 Like
#8

Progress as of 16 August

We are behind schedule for two reasons:

  • Firstly, there have been a number of private communications questioning the content of this upgrade and requesting a postponement until after the Members’ Assembly. My response to these requests has been to ask those involved to voice their concerns in public on this site. Furthermore decimal upgrade rules require consensus for items to be included and it is thus the prerogative of any IATI member to object to any or all proposals. (A paper destined for the Members’ Assembly on revised upgrade proposals will be published on this site next week. I trust we can thrash it into a workable agreement before we get to Rome.)
  • Secondly discussions have been ongoing on a number of the new proposals relating to Results and Humanitarian issues. Our rules allow for an extension of the consultation period in order to try and reach consensus.

Here is a link to a table summarising progress we have made to date.

[Update - 18 August. Rows with consensus (Yes) or (No) in parentheses show the expected outcome based on current interactions.]

To explain the table:

  • The first column shows the type of change
  • Management (of codelists and organisation identifiers)
  • Modifications to the existing standard
  • New content
  • The second column is a thematic description of the content
  • Codelist management
  • Humanitarian
  • Miscellaneous
  • Results
  • Traceability and Hierarchies
  • The third column is the state of consensus
  • Yes = consensus
  • No = objections have been received that have not been resolved
  • ? = item requires further subject matter expertise input or clarification of queries that may lead to objections

Before moving ahead I would like to point out that we are lacking consensus on all humanitarian proposals. If we are to go ahead with the upgrade at this stage, excluding all proposals on which we do not currently have consensus, what message is this going to send to the world about IATI’s commitment to being fit-for-purpose for humanitarian publishing?

I would also like to point out that the community committed to improving results publishing is divided and consensus has not been reached on a couple of new proposals. The bigger pity is that many of these divisions are not being aired in public.

(As an exercise in transparency this upgrade has had it challenges …)

Can we make one last effort to find common ground on some of these issues?

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Final Proposal of 2.03 Content
#9

Progress is being made in reaching further consensus and I am updating the table in line with current consultations.

I have changed a number of statuses to (Yes) or (No) indicating the likely outcome of current interactions.

#10

What has happened the Cash Transfers proposal? Are there proposals elsewhere that cover that? @bill_anderson @petyakangalova @ximboden

#11

It’s great that there seems to be emerging consensus on the Results and other issues. Thanks everyone for coming together and constructively trying to seek solutions.

We would like to achieve consensus for the remaining items on the table, particularly the humanitarian elements. In order to do that, we would like to hold a group conference call.

We want to make sure we have a good range of people on the call, so that we can hear a number of voices, including from those who wish to use the data effectively.

The IATI Tech Team will set up the call, please do your best to participate and help us to reach consensus.

#12

@JohnAdams I have now provided an update on the Cash Transfer proposal

#13

Will the time and date of the call be posted here?

#14

Dear John and Co,

Please kindly add me to the Humanitarian call.

-M

#15

Here is a Doodle poll with options for a call between 29 August and 6 September. Please could everyone who is involved in the outstanding issues register their interest.

#16

If anyone is aware of colleagues who should be on this call but who are on leave until the end of August, could you put a placeholder on the poll for them?

#17

Could it be made clear that private communications will be made public so that these can then be reposted (either anonymously or otherwise)? Then a more complete picture is at least available to everyone.

#18

All, last chance to register on the Doodle poll for the call on humanitarian upgrades to 2.03.

Flagging to @theo.sande @Herman @YohannaLoucheur and anyone else who would like to be involved.

#19

@JohnAdams Thanks John for reminding me. I missed this post.

#20

@andylolz See this topic for the discussion on earmarking humanitarian aid activities in IATI and this topic for our more general concerns about the alignment of the IATI standard with IATI’s mission and goals.