INDIGO Documentation¶
This work is part of a new International Network for Data on Impact and Government Outcomes (INDIGO), supported by the University of Oxford’s Government Outcomes Lab (GO Lab). See here for a general introduction to INDIGO:.
Data Model¶
The data model described here is intended as the first steps towards an open data standard. As more data is published using the model, we hope that the ideas here will provoke interest and criticism and be informed by wider conversations in the sector.
Overview of the data model¶
A high-level diagram representing the core data model is presented below.

A project is the building block of the INDIGO data specification, representing a single impact bond, social investment or other partnership.
A project can be further broken down into any number of components. These components may represent activities and agreements (like investments, delivery, technical assistance, outcome-based payment agreements and outcome metrics) or measurements of, or associated with, activities and their effect (like outcome metric results or financial performance).
Results and evaluations can be associated either with individual outcome metrics or the project as a whole.
Upstream sources of payment funding can be described by linking any number of outcome funds to a project.
Project-level and disaggregated data¶
A cross-sector collaboration is modelled in the INDIGO Data Specification as a project. A project can represent a social impact bond, outcomes based contract or similar partnership.
Project-level attributes provide an overview of a given project, and are designed to provide a useful and unambiguous overview and a backstop in the absence of more granular disclosures.
A project can also be described in terms of its disaggregated components. These individual indicators provide more detail than is available at a project level and are a closer match for the composite nature of how social impact bonds are arranged, delivered and measured.
Project-level data should always be a complete and up-to-date representation of knowledge about a project. Data at a project-level may or may not include and account for the addition of and updates to disaggregated data.
Disaggregated data should be a complete and up-to-date representation of the relevant individual component of a project. Where a corresponding project-level attribute exists, completeness of disaggregated disclosures should not be assumed.
Example
A social impact bond declares total investment committed of USD1,000,000 at the project level. Two disaggregated investment disclosures are available for the project, of USD250,000 and USD500,000. The sum of the disaggregated investments, USD750,000, does not match the total investment commitment for the overall project. There may be several reasons for this discrepancy, including confidentiality, and the project-level figure should be preferred.
Core and extended datasets¶
The data dictionary lists the datasets which fields are expected to appear in. The specification has no formal mechanism to restrict the collection of data. But, in general, there is a ‘core’ set of data fields that all datasets are encouraged to collect; other datasets may collect extra fields for a specific purpose, either for learning purposes or as a result of a particular data-sharing agreement. The core data fields may expand over time, and become more formalised, as the specification matures.
Organisation roles and classifications¶
Datasets collected using the INDIGO specification provide two ways to understand organisations.
The first is by using external identifiers, like company or charity numbers, that can be linked to canonical data sources like a company or charity register. These identifiers will allow analysis by organisational type, jurisdiction, sector and other basic demographics. Data sourced from these identifiers should not be replicated in the dataset but may be used in analysis.
The second is by allowing a dynamic picture of organisational activity to emerge from the data itself rather than preassigning classifications. This is done by associating individual components (like an investment) of a project with one or more organisations, as in the diagram below.

An organisation may appear multiple times in a single project, in different roles, and also recur across projects. The organisation can be traced across projects using INDIGO identifiers. Some components also allow an organisation’s role to be further broken down via a codelist.
Example
A diversified NGO makes an investment of USD250,000 in a project and is also involved in an aspect of service delivery. The same organisation would appear twice in the data that describes the project: first associated with an Investment and then associated with a Service Provision. Both of these would describe the organisation in the Organisational Role Category of “Nonprofit/NGO”.
Data collected in this way allows for analysis of the sector as a whole, as well as changes in organisational behaviour over time.
Relationships between organisations¶
The data model allows for lightweight modelling of control relationships between organisations, of the form “Organisation A is controlled by Organisation B”.
This is useful in cases where, for example, investments are held in subsidiary companies and there is a common parent company that can be used for analysis.
A controlling organisation is described like a normal organisation.
A relationship between two organisations is declared by the controlled organisation, using the INDIGO ID of the controlling organisation in the Controlled By tab.
In general, a relationship between two organisations is assumed to be a relationship between an organisation and its ultimate parent organisation.
Identifiers¶
The INDIGO specification uses three kinds of identifier to link data internally and offers space to enhance the data with the identifiers of related disclosures.
INDIGO identifiers¶
INDIGO identifiers are assigned to projects, organisations and funds to ensure uniqueness for these important entities across all published datasets. An INDIGO identifier must not be changed once assigned.
The entity an INDIGO identifier refers to can be inferred from the prefix, as follows.
Prefix |
Entity type |
---|---|
INDIGO-POJ |
A project. |
INDIGO-ORG |
An organisation. |
INDIGO-FUND |
An outcome payment or investment fund. |
Real-world identifiers¶
Most organisations will have an official registration number suitable for use as a unique identifier. The INDIGO specification requires identifiers to use the format and prefixes specified by org-id, an open register of organization lists.
An organisation identifier consists of:
A list code: a prefix that describes the list the identifier is taken from.
An identifier taken from that list.
Example
Open Data Services Co-operative Limited is a private company limited by shares, registered in the UK. From the org-id page the prefix for Companies House is GB-COH. From the linked register the company number is 09506232. The full identifier in org-id format is then GB-COH-09506232.
Internal identifiers¶
Internal identifiers are unique within a project and used to join components of a project together, for example a result can be linked to a specific outcome metric. Once an internal identifier is set it must not be changed.
Formatting data¶
Dates¶
The specification allows for imprecise dates depending on how much information is known (e.g., 2020 or 2020-06). Dates must use the YYYY-MM-DD format.
Currencies and currency conversion¶
A field describing a monetary value in the INDIGO specification should have an accompanying currency field. Monetary values must be described as numbers only with no currency symbols, commas or textual descriptions of large numbers.
Currency codes must come from the ISO 4217 code list.
Example
A social impact bond makes an investment of USD250000. This data should be input as:
Field
Entity value
investment_commitment/currency/value
USD
investment_commitment/amount/exact/value
250000
Inputting the value as “250,000”, “$250000” or “250k” would be wrong.
Monetary values should be input in the currency of the original transaction. There may be a converted USD value of any transaction, calculated by the INDIGO project, using the methodology described in the data dictionary. Data providers should not convert transactions to USD when supplying data.
Data Dictionary¶
Project¶
General Overview¶
Names¶
Name |
Definition |
Type |
---|---|---|
Impact Bond Name - (Value) |
Full name of the Social Impact Bond. What counts as an Impact Bond project? It is a contractual relationship that includes two core factors: • Payment for social or environmental outcomes achieved • Up-front repayable finance provided by a third party, the repayment of which is (at least partially) conditional on achieving specified outcomes. Each impact bond project that begins work under a new contract, with a new target cohort, a distinct geography, and/or with a later start date is counted separately. |
Text |
Name |
Definition |
Type |
---|---|---|
Alternative Names - (Value) |
Additional or informal names should be specified in this variable. If the project has more than one alternative name, they should be separated by commas. |
Text |
Stage of Development¶
Name |
Definition |
Type |
---|---|---|
Stage of Development - (Value) |
Stage of development of the project at the moment of data collection. Codelist options are:
|
Codelist |
Stage of Development - (Source ID’s) |
Stage of development of the project at the moment of data collection. |
Text |
Jurisdiction¶
Name |
Definition |
Type |
---|---|---|
Jurisdiction - Jurisdiction - (Value) |
Project jurisdiction describes a project’s origins, using the place it is governed or organised from, under law, as a proxy. Codelist options are: A 2 character country code from ISO 3166. Eg: GB, US |
Codelist |
Jurisdiction - (Source ID’s) |
Text |
|
Jurisdiction - (Notes) |
Text |
Dates¶
Name |
Definition |
Type |
---|---|---|
Dates - Date outcomes contract signed - (Value) |
Date on which the outcomes contract was signed. If signed by parties on different dates, select the latest date of signature. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Date contracts between all parties signed - (Value) |
The date on which the full set of required contracts between impact bonds parties received sign off. That is the date – whichever is the later – on which parties signed the outcomes contract; service delivery contract; investment contract or any other contract signalling the agreement to the impact bond arrangement such that full contracting arrangements are signed. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Anticipated completion date - (Value) |
Expected date when final outcomes payments will be made. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Actual completion date - (Value) |
Actual date when final outcomes payments were made. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Start date of service provision - (Value) |
Date when service provision started/will start. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Anticipated end date of service provision - (Value) |
Expected date when service provision will end. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Actual end date of service provision - (Value) |
Actual date when service provision ended/will end. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - (Source ID’s) |
Text |
|
Dates - (Notes) |
Text |
Overall project finance¶
Name |
Definition |
Type |
---|---|---|
Overall project finance - Total investment commitment - Currency - (Value) |
Currency in which financial data is reported for this project. |
Text |
Overall project finance - Total investment commitment - Amount - Min - (Value) |
When it is not possible to share the exact amount of total investment, projects can present a range with minimun and maximum values. |
Number |
Overall project finance - Total investment commitment - Amount - Exact - (Value) |
Total investment amount committed by investors (capital raised), as contractually agreed. Note that this should not include any recycled outcome payments. |
Number |
Overall project finance - Total investment commitment - Amount - Max - (Value) |
When it is not possible to share the exact amount of total investment, projects can present a range with minimun and maximum values. |
Number |
Overall project finance - Total investment commitment - Amount USD - Min - (Value) |
Minimum investment amount in US dollars. |
Number |
Overall project finance - Total investment commitment - Amount USD - Exact - (Value) |
Exact investment amount in US dollars. |
Number |
Overall project finance - Total investment commitment - Amount USD - Max - (Value) |
Maximum investment amount in US dollars. |
Number |
Overall project finance - Maximum potential outcome payment - Currency - (Value) |
Total maximum payments for outcomes from outcome funders. This should be equal to “contract cap”. |
Text |
Overall project finance - Maximum potential outcome payment - Amount - (Value) |
Total maximum payments for outcomes from outcome funders. This should be equal to “contract cap”. |
Number |
Overall project finance - Maximum potential outcome payment - Amount USD - (Value) |
Total maximum payments for outcomes from outcome funders. This should be equal to “contract cap”. |
Number |
Overall project finance - Maximum potential loss - (Value) |
Percentage of principal that investors stand to lose in a worst-case scenario. Please provide for each investor, if different. |
Text |
Overall project finance - Maximum potential return type - (Value) |
This variable identifies whether the return is average annual return or IRR (Internal rate of return). |
Text |
Overall project finance - Maximum potential return - (Value) |
Percentage return that investors expect to gain in best case scenario. Return can be understood as the profit on an investment. This is typically the ratio of the income from the investment over the cost of the investment. Please provide for each investor, if different. |
Text |
Overall project finance - Configuration of the Contracting Parties - (Value) |
A description of the bilateral or multilateral relationship between contracting parties. It identifies which party/parties hold the contract with the outcome funder (or which actor has majority control of a contract-holding Special Purpose Vehicle). |
Text |
Overall project finance - Investor repayment - (Value) |
To be completed at the end of the project. Extent to which investment and return was paid to investor. |
Text |
Overall project finance - Total outcome payments made - Currency - (Value) |
Currency in which outcome payments data is reported for this project. |
Text |
Overall project finance - Total outcome payments made - Amount - (Value) |
Total actual payments for outcomes disbursed by outcome payers. |
Number |
Overall project finance - Total outcome payments made - Amount USD - (Value) |
Total actual payments for outcomes disbursed by outcome payers in USD. This will be calculated by GO Lab staff. |
Number |
Overall project finance - (Source ID’s) |
Text |
|
Overall project finance - (Notes) |
Text |
Purpose and classifications¶
Name |
Definition |
Type |
---|---|---|
Purpose and classifications - Social challenge - (Value) |
Broad definition of the social challenges that the project addresses. |
Text |
Purpose and classifications - Intervention - (Value) |
Description of the intervention supported by the Impact Bond. |
Text |
Purpose and classifications - Policy sector - (Value) |
Main policy sector in which the project is based. Codelist options are:
|
Codelist |
Purpose and classifications - Primary SDG goal - (Value) |
Primary Sustainable Development Goal (SDG) in which the project is based. To be selected from the 17 SDGs defined in the United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. [This is at the project level. This is also captured at the outcome level] |
Text |
Purpose and classifications - Secondary SDG goals - (Value) |
Secondary Sustainable Development Goal (SDG) in which the project is based. Primary SDG Goal must not be included in this variable. [This is at the project level. This is also captured at the outcome level] |
Text |
Purpose and classifications - Primary SDG target - (Value) |
This variable identifies what primary SGD target the project is addressing. See United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. [This is at the project level. This is also captured at the outcome level] |
Text |
Purpose and classifications - Secondary SDG targets - (Value) |
This variable identifies what secondary SGD target the project is addressing. Primary SDG target must not be included in this variable. See United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. [This is at the project level. This is also captured at the outcome level] |
Text |
Purpose and classifications - (Source ID’s) |
Text |
|
Purpose and classifications - (Notes) |
Text |
Service and beneficiaries¶
Name |
Definition |
Type |
---|---|---|
Service and beneficiaries - Target population - (Value) |
Description of the population targeted by the project and any eligibility requirement for the cohort of people who are to be offered support. |
Text |
Service and beneficiaries - Targeted number of unique service users or beneficiaries (total) - (Value) |
Intended number of individuals in the target population who will be engaged in the service/intervention and/or whose social outcomes will be evaluated for outcome contract payment calculation. |
Number |
Service and beneficiaries - Unit type of targeted service users or beneficiaries - (Value) |
Description of the unit of measurement that is used to account for targeted service users or beneficiaries. Codelist options are:
|
Codelist |
Service and beneficiaries - Unit description of targeted service user or beneficiaries - (Value) |
This field will only be completed if the answer to the last variable was “other”. This variable identifies what type of unit of measurement is used to account for targeted service users or beneficiaries. |
Text |
Service and beneficiaries - Actual number of unique service users or beneficiaries engaged (total) - (Value) |
Effective number of service users after the project was completed. The actual number of service users may differ from the targeted number, as forecasted at the beginnings of the project. |
Number |
Service and beneficiaries - Unit type of actual service users or beneficiaries engaged - (Value) |
Description of the unit of measurement that is used to account for targeted service users or beneficiaries. Codelist options are:
|
Codelist |
Service and beneficiaries - Unit description of actual service user or beneficiaries engaged - (Value) |
This field will only be completed if the answer to the last variable was “other”. This variable identifies what type of unit of measurement is used to account for actual number of service users or beneficiaries. |
Text |
Service and beneficiaries - (Source ID’s) |
Text |
|
Service and beneficiaries - (Notes) |
Text |
Changes to project due to COVID-19¶
Name |
Definition |
Type |
---|---|---|
Changes to project due to COVID-19 - (Value) |
Codelist options are:
|
Codelist |
Changes to project due to COVID-19 - (Source ID’s) |
Text |
Outcome Funds¶
Name |
Definition |
Type |
---|---|---|
Id |
Text |
|
Sources |
Text |
|
Notes |
Text |
When viewing data, other variables from the fund data model may be included to provide more information. See the Fund data dictionary for more information on what these variables mean.
Delivery Locations¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Service Provision ID - (Value) |
Text |
|
Location - Name - (Value) |
Name of the city or region where services are provided. |
Text |
Location - Postcode - (Value) |
Postal code of the location where services are provided. |
Text |
Location - Country - (Value) |
Country where services are provided. Codelist options are: A 2 character country code from ISO 3166. Eg: GB, US |
Codelist |
Lat/Lng - Lat - (Value) |
Latitude and longitude coordinates. GO Lab will add or double check this variable. This variable feeds into the map(s) on the GO Lab website. |
Number |
Lat/Lng - Lng - (Value) |
Latitude and longitude coordinates. GO Lab will add or double check this variable. This variable feeds into the map(s) on the GO Lab website. |
Number |
Adminstrative geography - Name - (Value) |
Text |
|
Adminstrative geography - Code Type - (Value) |
Text |
|
Adminstrative geography - Code - (Value) |
Text |
|
Sources |
Text |
|
Notes |
Text |
Sources¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Id |
A within-project original, flexible identifiers to be referenced in another sheet. This can be set by the GO Lab analyst. |
Text |
Name - (Value) |
Name of the person or institution who shared information about this project. |
Text |
Type - (Value) |
Type of source of information. |
Text |
Publishing Organisations - (Value) |
Organisation that published the evaluation, report, document or website that is cited as a source. |
Text |
URL - (Value) |
URL of the document about this project. |
Text |
Archive URL - (Value) |
A preserved copy of an online source that can be accessed if the original page is moved, changes, or disappears. |
Text |
Internal URL - (Value) |
Text |
|
Publication Date - (Value) |
Date when the information about this project was published. |
Text |
Accessed Date - (Value) |
Date when the information about this project was accessed. |
Text |
Notes |
Text |
Organisations¶
When viewing data, variables from the organisation data model may be included to provide more information. See the Organisation data dictionary for more information on what these variables mean.
The organisations listed are those referenced in other parts of the project, such as Service Provisions.
Service Provisions¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Id |
A within-project original, flexible identifiers to be referenced in another sheet. This can be set by the analyst. |
Text |
Organisation ID - (Value) |
INDIGO identifier of the organisation that provides services for this impact bond project. See INDIGO Identifiers section. |
Text |
Organisation Role Category - (Value) |
Category of service provider. Codelist options are:
|
Codelist |
Intervention - (Value) |
Description of the intervention or the activities that service providers are funded to address the social challenge. |
Text |
Planned Service - Start - (Value) |
Expected date when service delivery starts. |
Text |
Planned Service - End - (Value) |
Expected date when service delivery ends. |
Text |
Actual Service - Start - (Value) |
Actual date when service delivery starts. |
Text |
Actual Service - End - (Value) |
Actual date when service delivery ends. |
Text |
Alterations to service - Description - (Value) |
This variable specifies whether there has been a modification in the service delivery. Where there are multiple alterations, this field should describe all alterations that have taken place. |
Text |
Alterations to service - Reason - (Value) |
This variable presents the motivation for that modification, if applicable. Where there are multiple alterations, this field should describe the reason for all alterations that have taken place. |
Text |
Sources |
Text |
|
Notes |
Text |
Outcome Payment Commitments¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Organisation ID - (Value) |
INDIGO identifier of the organisation that pays for social outcomes in this impact bond project. See INDIGO Identifiers section. |
Text |
Organisation Role Category - (Value) |
Category of outcome payer Codelist options are:
|
Codelist |
Maximum potential Outcome payment - Currency - (Value) |
Total maximum payments for outcomes from each outcome payer. Currency. |
Text |
Maximum potential Outcome payment - Amount - (Value) |
Total maximum payments for outcomes from each outcome payer. |
Number |
Maximum potential Outcome payment - Amount USD - (Value) |
Total maximum payments for outcomes from each outcome payer. In USD. |
Number |
Result type - (Value) |
This variable specifies whether a result is interim or over all (final). Codelist options are:
|
Codelist |
Period - Start - (Value) |
This variable provides the start date of the performance period. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Period - End - (Value) |
This variable provides the end date of the performance period. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Total outcome payments made - Currency - (Value) |
Currency in which outcome payments are reported for this project. |
Text |
Total outcome payments made - Amount - (Value) |
Total actual payments for outcomes disbursed by outcome payers in relevant local currency. |
Number |
Total outcome payments made - Amount USD - (Value) |
Total actual payments for outcomes disbursed by outcome payers in USD. |
Number |
Alterations to payment commitment - Description - (Value) |
Detail of the modifications to payment commitments occured during the life of the impact bond project. |
Text |
Alterations to payment commitment - Reason - (Value) |
Brief explanation of the reasons behind the modifications to payment commitments occured during the life of the impact bond project. |
Text |
Sources |
Text |
|
Notes |
Text |
Investments¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Id |
A within-project original, flexible identifiers to be referenced in another sheet. This can be set by the GO Lab analyst. |
Text |
Organisation ID - (Value) |
INDIGO identifier for the organisation that invested upfront capital for this project. See INDIGO Identifiers section. |
Text |
Organisation Role Category - (Value) |
Codelist options are:
|
Codelist |
Investment Commitment - Currency - (Value) |
Currency in which investments are reported for this project. |
Text |
Investment Commitment - Amount - Min - (Value) |
When it is not possible to share exact amounts, projects can share a range with minimum and maximum amount of investment committed by each investor. |
Number |
Investment Commitment - Amount - Exact - (Value) |
Exact amount of committed investment from each investor. |
Number |
Investment Commitment - Amount - Max - (Value) |
When it is not possible to share exact amounts, projects can share a range with minimum and maximum amount of investment committed by each investor. |
Number |
Investment Commitment - Amount USD - Min - (Value) |
Minimum amount of investment committed by each investor in USD (when it is not possible to have exact amount in USD). |
Number |
Investment Commitment - Amount USD - Exact - (Value) |
Exact amount of investment committed by each investor in USD. |
Number |
Investment Commitment - Amount USD - Max - (Value) |
Maximum amount of investment committed by each investor in USD (when it is not possible to have exact amount in USD). |
Number |
Maximum Potential loss - (Value) |
Percentage of principal that investors stand to lose in a worst-case scenario. |
Text |
Maximum Potential Return Type - (Value) |
This variable specifies whether the maximum potential return type is measured as average annual return or IRR. Codelist options are:
|
Codelist |
Maximum Potential Return - (Value) |
Percentage return that investors stand to gain in best case scenario. |
Number |
Investor Repayment - (Value) |
Extent to which investment and return was paid to investor. Codelist options are:
|
Codelist |
Investment Type - (Value) |
This variable identifies whether this investment qualifies as debt, equity or a combination of both. Codelist options are:
|
Codelist |
Sources |
Text |
|
Notes |
Text |
Intermediary services¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Organisation ID - (Value) |
INDIGO identifier for the organisation that provides intermediary services for this project. See INDIGO Identifiers section. |
Text |
Organisation Role Category - (Value) |
The role(s) or key functions performed by each of the named intermediaries. Codelist options are:
|
Codelist |
Other Role Description - (Value) |
If an organization is providing a role that is not listed above, it can be listed in this field. |
Text |
Sources |
Text |
|
Notes |
Text |
Outcome Metrics¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Id |
A within-project original, flexible identifiers to be referenced in another sheet. This can be set by any analyst. The outcome is what changes for an individual as the result of a service or intervention. |
Text |
Outcome Definition - (Value) |
An outcome target or metric is the specific value attached to the measure of outcomes for the purposes of determining whether satisfactory performance has been achieved. In an impact bond, these targets will usually determine whether a payment is made to the provider or investor. This variable provides a detailed description of the metric(s) used to determine payments from the outcome payers. It should provide a clear definition of the conditions under which an outcome is agreed to have been ‘achieved’ or ‘not achieved’. |
Text |
Target Population - (Value) |
Description of the targeted population of beneficiaries or service users. |
Text |
Targeted number of service users Or beneficiaries (total) - (Value) |
Targeted number of beneficiaries/service users for each outcome metric |
Number |
Unit type of targeted Service users or beneficiaries - (Value) |
Description of the unit of measurement that is used to account for targeted service users or beneficiaries. Codelist options are:
|
Codelist |
Unit description of Service user or beneficiaries - (Value) |
This field will only be completed if the answer to the last variable was “other”. This variable identifies what type of unit of measurement is used to account for targeted service users or beneficiaries. |
Text |
Outcome metric target - (Value) |
Targeted levels of outcome metrics to be achieved (e.g. the proportion of people supported who are expected to achieve a given outcome) |
Text |
Other target for Meeting outcome metric target - (Value) |
This variable identifies information about other/secondary targets that need to be met in order to achieve the outcome. |
Text |
Outcome validation Method - (Value) |
The approach taken to assessing whether the specified outcomes have been achieved and the basis on which ‘outcome payments’ will be made. This could take the form of validated administrative data (for example in a rate card for youth engagement where young people achieve education outcomes, the production of these qualifications may be used as the basis of outcome payments) or a formal and independent impact evaluation (for example under a Randomised Control Trial or quasi-experimental study outcome payments are only made when the performance of the treatment group is significantly improved when compared to the control group). To be selected from: Randomised Control Trial; Quasi-experimental study; Historical comparison (e.g. comparison to historical benchmark); Pre-Post analysis (measurement of outcomes for target individual or cohort before and after intervention); Simple ex-post verification; Not available. |
Text |
Data source for Outcome validation - (Value) |
The sources of information for outcome validation could be existing administrative data or new data collected. |
Text |
Policy sector - (Value) |
Main policy sector in which the project is based. |
Text |
Primary SDG goal - (Value) |
Primary Sustainable Development Goal (SDG) in which the project is based. To be selected from the 17 SDGs defined in the United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. |
Text |
Secondary SDG goals - (Value) |
Secondary Sustainable Development Goal (SDG) in which the project is based. Primary SDG Goal must not be included in this variable. |
Text |
Primary SDG target - (Value) |
This variable identifies what primary SGD target the project is addressing. See United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. |
Text |
Secondary SDG targets - (Value) |
This variable identifies what secondary SGD target the project is addressing. Primary SDG target must not be included in this variable. See United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. |
Text |
Sources |
Text |
|
Notes |
Text |
Outcome Pricing¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Outcome Metric Id - (Value) |
A within-project original, flexible identifier to be referenced in another sheet. This can be set by the GO Lab analyst. This ID should be equal to the ID that was stated in the “Results” and “Outcome metrics” sections. |
Text |
Currency - (Value) |
Currency in which outcome pricing data is reported for this project. |
Text |
Price Per Unit - Amount - (Value) |
Price per unit, often a participant, for whom outcomes are achieved. Price here is the cost to the outcome payer. This is to be populated only if there is a single outcome which is measured at the unit /individual level. Use the currency stated in the above field. |
Number |
Price Per Unit - Amount USD - (Value) |
Price per unit, often a participant, for whom outcomes are achieved in USD. Price here is the cost to the outcome payer. |
Number |
Maximum Price if all targets achieved - Amount - (Value) |
Maximum price if all targets related to that outcome are achieved. |
Text |
Contracted increases to outcome pricing - (Value) |
If certain price increases have been contracted (e.g. inflation adjustments), an description of these terms should be provided. |
Text |
Price Description - (Value) |
Text |
|
Sources |
Text |
|
Notes |
Text |
Results¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Outcome Metric Id - (Value) |
A within-project original, flexible identifiers to be referenced in another sheet. This can be set by a GO Lab analyst. |
Text |
Result level - (Value) |
This variable specifies whether a result was captured at the outcome level or project level. Codelist options are:
|
Codelist |
Result type - (Value) |
This variable specifies whether a result is interim or final. Codelist options are:
|
Codelist |
Period - Start - (Value) |
This variable provides the start date of the performance period. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Period - End - (Value) |
This variable provides the end date of the performance period. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Outcomes achieved - (Value) |
A description of the outcomes that were achieved, according to the specifications of the contract. |
Text |
Number engaged In impact bond - (Value) |
Number of users or beneficiaries who engaged in the impact bond project. |
Number |
Number with Positive social outcomes - (Value) |
Number of users or beneficiaries who engaged in the impact bond project and achieved positive outcomes. |
Number |
Other Description of result - (Value) |
A broader description of the results of the impact bond, if applicable. |
Text |
Outcomes validator(s) - (Value) |
Name(s) of organization(s) responsible for validating the achievement of outcomes or otherwise assessing the metrics underpinning outcome payments. One outcome can have two or more validators. |
Text |
Evaluation Documents - (Value) |
An evaluation is an objective assessment of a programme to determine whether and to what degree the intervention in an impact bond project has had an impact on the measured outcome variables over time. This variable provides a link to any published evaluations, if applicable. |
Text |
Sources |
Text |
|
Notes |
Text |
Outcome Payments¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Outcome Metric Id - (Value) |
A within-project original, flexible identifier to be referenced in another sheet. This can be set by a GO Lab analyst. |
Text |
Period - Start - (Value) |
Start date of claim period. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Period - End - (Value) |
End date of claim period. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Payer Organisation ID - (Value) |
INDIGO ID of organisation that is paying for outcomes. |
Text |
Recipient Organisation ID - (Value) |
INDIGO ID of organisation that is receiving payment for outcomes. |
Text |
Type - (Value) |
Codelist options are:
|
Codelist |
Payments - Currency - (Value) |
Currency in which outcome payments are reported for this project. |
Text |
Payments - Amount - (Value) |
Amount of outcome payments received in this period in relevant currency. |
Number |
Payments - Amount USD - (Value) |
Amount of outcome payments received in this period in USD. |
Number |
Sources |
Text |
|
Notes |
Text |
Open Contracting¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
OCID |
OCID identifier that links this impact bond project with data on the contracting process. |
Text |
Sources |
Text |
|
Notes |
Text |
360Giving¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Grant ID |
360Giving identifier that links this impact bond project with data on received grants. |
Text |
Sources |
Text |
|
Notes |
Text |
Documents¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Title - (Value) |
Title of related document or case study. |
Text |
URL - (Value) |
URL of related document or case study. |
Text |
Notes |
Text |
Scenarios¶
This is a list. One project can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Scenario Id |
Text |
|
Name - (Value) |
Text |
|
Overall project finance - Maximum potential outcome payment - Currency - (Value) |
Text |
|
Overall project finance - Maximum potential outcome payment - Amount - (Value) |
Number |
|
Overall project finance - Maximum potential outcome payment - Amount USD - (Value) |
Number |
|
Sources |
Text |
|
Notes |
Text |
Organisation¶
General Overview¶
Names¶
Name |
Definition |
Type |
---|---|---|
Name |
The official name of the party as recorded in any official register. |
Text |
Name |
Definition |
Type |
---|---|---|
Trading Name |
The name by which a party is commonly known, where different from an official name. |
Text |
Name |
Definition |
Type |
---|---|---|
Translated Official Name - English |
An English representation of an official name. |
Text |
Translated Official Name - Source Language |
An ISO 639-1 language code. Where a translated name is given the language of the original used in the name field should be provided here. |
Text |
Description¶
Name |
Definition |
Type |
---|---|---|
Description |
A description of the party or organisation. |
Text |
Jurisdiction¶
Name |
Definition |
Type |
---|---|---|
Jurisdiction |
A 2 character ISO code or the special value ‘INTL’. The primary jurisdiction in which the organisation is based. |
Text |
Type¶
Name |
Definition |
Type |
---|---|---|
Type - (Value) |
The type of party or organisation. Codelist options are:
|
Codelist |
Contact¶
Name |
Definition |
Type |
---|---|---|
Contact - Name |
Name of the person to contact from that party/organisation. |
Text |
Contact - Email |
Email of the person to contact from that party/organisation. |
Text |
Details¶
Name |
Definition |
Type |
---|---|---|
Website |
Website of the organisation/party. |
Text |
Name |
Definition |
Type |
---|---|---|
Address |
Address of the organisation/party. |
Text |
Name |
Definition |
Type |
---|---|---|
Postcode |
Postcode of the organisation/party. |
Text |
Name |
Definition |
Type |
---|---|---|
Country |
Country of the organisation/party. |
Text |
Org-Ids¶
Primary¶
Name |
Definition |
Type |
---|---|---|
Primary |
Text |
Secondary¶
This is a list. One organisation can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
By Organisation ID |
Text |
|
Sources |
Text |
|
Notes |
Text |
Controlled By¶
This is a list. One organisation can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
By Organisation ID |
Organisation ID of the controlling organisation, if applicable. |
Text |
Sources |
Text |
|
Notes |
Text |
Sources¶
This is a list. One organisation can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Id |
A within-project original, flexible identifiers to be referenced in another sheet. This can be set by a GO Lab analyst. |
Text |
Name |
Name of the person or institution who shared information about this organisation/party. |
Text |
Type |
Type of source of information. |
Text |
Publishing Organisations |
Name of the organisation that published the report, evaluation or document about this organisation/party. |
Text |
URL |
URL of the document about this organisation/party. |
Text |
Archive URL |
Text |
|
Internal URL |
Text |
|
Publication Date |
Publication date of the document, report or website |
Text |
Accessed Date |
Accessed date of the document, report or website |
Text |
Fund¶
General Overview¶
Name |
Definition |
Type |
---|---|---|
Name |
Name typically used to refer to the Outcome Fund |
Text |
Stage of Development - (Value) |
Stage of development. Codelist options are:
|
Codelist |
Host institution of Outcome Fund |
INDIGO ID of organisation acting as host or administrative lead for the Outcome Fund |
Text |
Mechanism |
The mechanism should describe the ‘how’ of the outcomes fund - i.e. the means by which the Outcomes Fund will achieve the Fund objective/purpose. |
Text |
Dates¶
Name |
Definition |
Type |
---|---|---|
Dates - Expression of interest - (Value) |
Announcement date/date Expression of Interest launched for the Outcome Fund |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Launch date - (Value) |
Earliest date when an outcomes contract supported by this Fund was signed |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Dates - Anticipated End date - (Value) |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
|
Dates - Actual End date - (Value) |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
|
Dates - (Notes) |
Text |
Purpose and classifications¶
Name |
Definition |
Type |
---|---|---|
Purpose and classifications - Purpose |
Stated policy objective of the Outcomes Fund. e.g. improved learning outcomes for target population or to promote the adoption of outcomes-based approaches amongst local government commissioners. |
Text |
Purpose and classifications - Primary SDG goal |
Primary Sustainable Development Goal (SDG) in which the fund is based. To be selected from the 17 SDGs defined in the United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. [This is at the fund level. This is also captured at the project level] |
Text |
Purpose and classifications - Secondary SDG goals |
Secondary Sustainable Development Goal (SDG) in which the fund is based. Primary SDG Goal must not be included in this variable. [This is at the fund level. This is also captured at the project level] |
Text |
Purpose and classifications - Primary SDG target |
This variable identifies what primary SGD target the fund is addressing. See United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. [This is at the fund level. This is also captured at the project level] |
Text |
Purpose and classifications - Secondary SDG targets |
This variable identifies what secondary SGD target the fund is addressing. Primary SDG target must not be included in this variable. See United Nations 2030 Agenda (2015) https://sdgs.un.org/2030agenda. [This is at the fund level. This is also captured at the project level] |
Text |
Purpose and classifications - (Notes) |
Text |
Service and beneficiaries¶
Name |
Definition |
Type |
---|---|---|
Service and beneficiaries - Target population |
Description of the population targeted by the fund and any eligibility requirement for the cohort of people who are to be offered support. |
Text |
Service and beneficiaries - Targeted number of unique service users or beneficiaries (total) - (Value) |
Intended number of individuals in the target population who will be engaged in the service/intervention and/or whose social outcomes will be evaluated for outcome contract payment calculation. |
Number |
Service and beneficiaries - Unit type of targeted service users or beneficiaries - (Value) |
Description of the unit of measurement that is used to account for targeted service users or beneficiaries. Codelist options are:
|
Codelist |
Service and beneficiaries - Unit description of targeted service user or beneficiaries |
This field will only be completed if the answer to the last variable was “other”. This variable identifies what type of unit of measurement is used to account for targeted service users or beneficiaries. |
Text |
Service and beneficiaries - (Notes) |
Text |
Dimensions of scale¶
Total Outcome Fund value (outcomes funding)¶
Name |
Definition |
Type |
---|---|---|
Total Outcome Fund value (outcomes funding) - Currency |
Currency used to describe the size of Outcome Fund |
Text |
Total Outcome Fund value (outcomes funding) - Aspiration - Amount - (Value) |
Ambition for maximum funding available from the Outcome Fund (to be made for outcome payments directly or assistance to support the development of outcome-contracts) |
Number |
Total Outcome Fund value (outcomes funding) - Aspiration - Amount USD - (Value) |
Ambition for maximum funding available from the Outcome Fund (to be made for outcome payments directly or assistance to support the development of outcome-contracts) in USD. (Conversion by INDIGO using World Bank exchange rate of the moment of expression of interest. If there is no data on dates of expression of interest, then we will use the exchange rate of the launch date) |
Number |
Total Outcome Fund value (outcomes funding) - Actual - Amount - (Value) |
Actual size of funding available from the Outcome Fund (to be made for outcome payments directly or assistance to support the development of outcome-contracts) |
Number |
Total Outcome Fund value (outcomes funding) - Actual - Amount USD - (Value) |
Actual size of funding available from the Outcome Fund (to be made for outcome payments directly or assistance to support the development of outcome-contracts) in USD. (Conversion by INDIGO using World Bank exchange rate of the moment of expression of interest. If there is no data on dates of expression of interest, then we will use the exchange rate of the launch date) |
Number |
Total Outcome Fund value (outcomes funding) - (Notes) |
Text |
Total value of repayable investment linked to Outcome Fund¶
Name |
Definition |
Type |
---|---|---|
Total value of repayable investment linked to Outcome Fund - Currency |
Currency used to describe the size of repayable investment |
Text |
Total value of repayable investment linked to Outcome Fund - Aspiration - Amount - (Value) |
Ambition for value of repayable investment associated with the Outcome Fund (i.e., the value of repayable investment committed to resultant Impact Bond projects) |
Number |
Total value of repayable investment linked to Outcome Fund - Aspiration - Amount USD - (Value) |
Ambition for value of repayable investment associated with the Outcome Fund in USD (i.e., the value of repayable investment committed to resultant Impact Bond projects) |
Number |
Total value of repayable investment linked to Outcome Fund - Actual - Amount - (Value) |
Actual value of repayable investment associated with the Outcome Fund (i.e., the value of repayable investment committed to resultant Impact Bond projects) |
Number |
Total value of repayable investment linked to Outcome Fund - Actual - Amount USD - (Value) |
Actual value of repayable investment associated with the Outcome Fund in USD (i.e., the value of repayable investment made available to resultant Impact Bond projects) |
Number |
Total value of repayable investment linked to Outcome Fund - (Notes) |
Text |
Number of outcome contracts¶
Name |
Definition |
Type |
---|---|---|
Number of outcome contracts - Aspiration - (Value) |
Aspired number of distinct outcomes contracts to be supported by the Outcome Fund |
Number |
Number of outcome contracts - Actual - (Value) |
Resulting number of distinct outcomes contracts supported by the Outcome Fund |
Number |
Number of outcome contracts - (Notes) |
Text |
Number of Contributing Outcome Funders¶
Name |
Definition |
Type |
---|---|---|
Number of Contributing Outcome Funders - Aspiration - (Value) |
Aspired number of funder organisations contributing to outcome payments (e.g. a few large donor institutions or lots of local government actors?) |
Number |
Number of Contributing Outcome Funders - Actual - (Value) |
Actual number of funder organisations contributing to outcome payments |
Number |
Number of Contributing Outcome Funders - (Notes) |
Text |
Number of independent investor organisations¶
Name |
Definition |
Type |
---|---|---|
Number of independent investor organisations - Aspiration - (Value) |
Aspired number of institutions who are putting capital at risk as investors across the Outcome Fund (or rather projects supported by the Outcome Fund?) as a whole |
Number |
Number of independent investor organisations - Actual - (Value) |
Actual number of institutions who are putting capital at risk as investors across the Outcome Fund (or rather projects supported by the Outcome Fund?) as a whole |
Number |
Number of independent investor organisations - (Notes) |
Text |
Organisations¶
This is a list. One fund can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Organisation ID |
Text |
Geographic area for outcome payment¶
This is a list. One fund can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Country - (Value) |
Country within which the Outcome Fund allocates funds. Codelist options are: A 2 character country code from ISO 3166. Eg: GB, US |
Codelist |
Documents¶
This is a list. One fund can have multiple items of data. One item of data is defined as:
Name |
Definition |
Type |
---|---|---|
Title |
Title of related document. |
Text |
URL |
URL of related document. |
Text |
Notes |
Text |
Versions & Changelog¶
Versions¶
This data standard is versioned.
The scheme used is 3 numbers, MAJOR.MINOR.PATCH and follows SemVer. In brief:
Increments to Patch numbers:
should not change the intention of how the data standard actually works.
may include modified and additional content to make clear things that were previously unclear.
may include changes to correct previous mistakes.
Increments to Minor numbers:
may include changes to the workings of the data standard, limited to additions of new models or fields in a backwards compatible manner.
Increments to Major numbers:
may include changes to the workings of the data standard in a manner that is not backwards compatible. This will probably be modifications of existing models or fields.
Changelog¶
2.3.0 - 2022-03-18¶
Documents moved to new home at https://indigo-data-standard.readthedocs.io
Versioning of these documents restarted properly.
Between this release and the last one, many additions were made to the data models and definitions clarified.
2.02 - 2020-11-11¶
Updated variable definitions, footnotes and hyperlinks.
2.01 - 2020-09-03¶
Updated based on changes to the prototype tabs. Add priority levels.
2.0 - 2020-08-27¶
Moved from version 1 drafts to Version 2.
This data model was produced by Open Data Services Co-operative as part of a project with the University of Oxford’s Government Outcomes Lab.
Social Investment Prototype¶
The Social Investment Prototype offers additional tabs to describe technical assistance and the financial aspects of projects in greater detail, including individual transactions.
On the General Overview tab:
Name
Definition
Type
Social Investment Prototype - (Value)
Codelist options are:
Codelist
Investment Details¶
Expected and latest internal rates of return can be recorded on the investment details tab (This may be in the general overview tab).
Name
Definition
Type
Investment Details - Total Funds Invested - Latest - Currency - (Value)
The currency of the investment data provided.
Text
Investment Details - Total Funds Invested - Latest - Amount - (Value)
The total invested amount to date.
Number
Investment Details - Total Funds Invested - Latest - Amount USD - (Value)
To be calculated by GO Lab staff using the year in the above date and World Bank data available online at https://data.worldbank.org/indicator/PA.NUS.FCRF [Note that this variable does not capture and may misrepresent fluctuations over different years. This is an issue being tackled in the prototyping process.]
Number
Investment Details - Total Funds Invested - Latest - Date - (Value)
The date.
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD
Investment Details - Internal Rate of Return - Target - (Value)
The targeted rate of return of an investment on the project after all costs have been considered, to determine profitability (net IRR)
Text
Investment Details - Internal Rate of Return - Latest - (Value)
The latest actual rate of return of an investment on the project after all costs have been considered, to determine profitability. Reported as date below. If actual IRR is not being reported seek to indicate if Actual IRR exceeds Target IRR (yes/no)
Text
Investment Details - Internal Rate of Return - Date - (Value)
Date
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD
Investment Details - (Source ID’s)
Text
Investment Details - (Notes)
Text
Transactions¶
The transactions tab is designed as a ledger of money in and money out of a project.
A transaction is modelled with a sending organisation and a receiving organisation, a date and an amount. These fields are required.
The value of a transaction (Amount) must be positive.
A transaction can be linked to the project as a whole (the default) or to a:
Outcome payment (using the Outcome Metric ID column to link to the relevant row on the Outcome Metrics tab);
Investment (using the Investment ID column to link to the relevant row on the Investment tab); or,
Grant (using the Grant ID column to link to the relevant row on the Grants tab).
Only one of these IDs should appear per row, i.e. transactions should be disaggregated where possible. This is particularly important if the data is to be used in further analysis or visualisations.
The transaction type field is used to identify the purpose of the transaction.
The formatting rules on dates and currency values should be followed.
This is a list. One project can have multiple items of data. One item of data is defined as:
Name
Definition
Type
Investment Id - (Value)
A within-project original, flexible identifier to be referenced in another sheet.
Text
Outcome Metric Id - (Value)
A within-project original, flexible identifier to be referenced in another sheet.
Text
Grant Id - (Value)
Text
Date - (Value)
Date when the transaction occurred.
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD
Sending Organisation ID - (Value)
INDIGO ID of the organisation that makes the transaction.
Text
Receiving Organisation ID - (Value)
INDIGO ID of the organisation that receives the transaction.
Text
Transaction Type - (Value)
This variable specifies whether the transaction is a debt or repayment of debt, equity, payment for an outcome or other type of transaction.
Codelist options are:
Codelist
Money - Currency - (Value)
Currency in which transaction data is reported.
Text
Money - Amount - (Value)
Total amount of the transaction in relevant currency.
Number
Money - Amount USD - (Value)
Total amount of the transaction in USD.
Number
Sources
Text
Notes
Text
Technical Assistance¶
Technical Assistance is modelled as a period of engagement between a funding organisation and a recipient organisation with a defined start and end date.
This period of engagement can be broken down on the Technical Assistance Details tab into a series of component activities (as well as high-level information that covers the whole engagement where appropriate).
An activity is linked to an engagement by using the relevant id from the Technical Assistance tab. Multiple activities can be linked to a single engagement.
Data should not be provided if no technical assistance from a given category has been given, i.e., zero values are not necessary but assumed in the absence of data.
Each activity can be assigned a cost and a cost type and a time cost in days.
Where no cost is available, or where a cost is inappropriate, a row can be added with the relevant category selected and the value and cost type fields left blank. This will allow activities to be analysed as simple counts.
Activities can be further classified by the delivery approach.
On the Technical Assistance tab, there is a list. One project can have multiple items of data. One item of data is defined as:
Name
Definition
Type
Id
A within-project original, flexible identifiers to be referenced in another sheet. This can be set by any analyst. The outcome is what changes for an individual as the result of a service or intervention.
Text
Title - (Value)
A summary name for this element of TA. Note that each project may have multiple elements of TA. TA may be broken into different elements as necessary to allow the category, cost and/or other variables to be completed.
Text
Description - (Value)
Description of this element of TA.
Text
Period Start - (Value)
Date when this specific element of TA starts
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD
Period End - (Value)
Date when this specific element of TA finishes.
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD
Funding Organisation Id - (Value)
Id of the organization that pays for technical assistance.
Text
Recipient Organisation Id - (Value)
Id of the organization that receives technical assistance.
Text
Currency - (Value)
Currency in which costs of TA are described.
Text
Sources
Text
Notes
Text
On the Technical Assistance Details tab, there is a list. One project can have multiple items of data. One item of data is defined as:
Name
Definition
Type
Technical Assistance Id - (Value)
A within-project original, flexible identifier to be referenced in another sheet.
Text
Title - (Value)
A summary name for this element of TA.
Text
Description - (Value)
A description of this element of TA.
Text
Category - (Value)
This variable has a long list of options. TA should be broken into elements and one item from the list be selected for each element.
Codelist options are:
Codelist
Approach - (Value)
This variable captures different approaches in which a social investor can deliver TA.
Codelist options are:
Codelist
Cost Type - (Value)
Codelist options are:
Codelist
Cost of Activities - Amount - (Value)
Cost of Technical Assistance activities in relevant currency.
Number
Cost of Activities - Amount USD - (Value)
Cost of Technical Assistance activities in USD.
Number
Number of Days - (Value)
Cost of Technical Assistance activities in days of work.
Number
Sources
Text
Notes
Text