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) |
Codelist options are: Contracted (A project falls under the category of ‘contracted’ when key stakeholders have signed a contract but service provision has not started yet), Implementation (A project falls under the category of ‘implementation’ when service provision has started.), Service delivery complete (A project falls under the category of ‘complete service delivery’ when service provision has finished) or Complete (A project falls under the category of ‘complete’ when service provision has finished, and all outcome payments have been made) Codelist options are:
|
Codelist |
Stage of Development - (Source ID’s) |
Source of information for stage of development. |
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) |
Source of information for jurisdiction. |
Text |
Jurisdiction - (Notes) |
Notes on jurisdiction. |
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 - Anticipated duration of service provision - (Value) |
This is the anticipated length of the service delivery in months, from the start date to the end date of the delivery (not the end of outcome payments). If the start and end date fields are filled in, it is possible to calculate this duration automatically and thus the duration may not be filled in. |
Number |
Dates - Actual duration of service provision - (Value) |
This is the actual length of the service delivery in months. This can be different from the anticipated duration. We only expect to get a value for this variable once the project is complete. If the start and end date fields are filled in, it is possible to calculate this duration automatically and thus the duration may not be filled in. |
Number |
Dates - (Source ID’s) |
Text |
|
Dates - (Notes) |
Notes on key dates of the project. |
Text |
Overall project finance¶
Most finance variables will be converted into US dollars. The GO Lab team does the conversion using the yearly exchange rate provided by the World Bank, using the start year of service delivery as a reference.
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) |
Some projects do not have an exact figure for investment commitment at the beginning of implementation. Some projects can access further capital as the project moves forward. In these cases, projects can share a range of minimum and maximum values of investment commitment. This variable captures the lower value of the range in the currency of the project. |
Number |
Overall project finance - Total investment commitment - Amount - Exact - (Value) |
Total investment amount committed by investors (upfront 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) |
Some projects do not have an exact figure for investment commitment at the beginning of implementation. Some projects can access further capital as the project moves forward. In these cases, projects can share a range of minimum and maximum values of investment commitment. This variable captures the higher value of the range in the currency of the project. |
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) |
Currency in which maximum potential outcome payments are reported for this project. |
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 in US dollars. |
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). This variable does not have a codelist, but these are some suggested options: Managed structure (bilateral outcomes contract between outcomes payer and intermediary organisation or intermediary-owned SPV), Intermediated structure (bilateral outcomes contract between outcomes payer and investor organisation, or investor-owned SPV), Direct structure (bilateral outcomes contract between outcomes payer and service provider or service provider-owned SPV), Framework structure (multilateral contract where multiple parties – provider, investor and/or intermediary – are all direct parties to the same outcomes contract with the outcome payer). |
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. Suggested options are: no repayment (no principal or return), some repayment (but below value of principal), principal repaid (but no net return), principal and postivie net financial returns or not publicly available. |
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) |
To be completed at the end of the project. Total actual payments for outcomes disbursed by outcome payers in US dollars. |
Number |
Overall project finance - (Source ID’s) |
Source of information for financial and outcomes payments data. |
Text |
Overall project finance - (Notes) |
Notes on financial and outcomes payments data. |
Text |
Purpose and classifications¶
Name |
Definition |
Type |
|---|---|---|
Purpose and classifications - Social challenge - (Value) |
Broad definition of the social challenges that the project aims to address. |
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) |
Source of information for purpose and classifications data. |
Text |
Purpose and classifications - (Notes) |
Notes on purpose and classifications of this project. |
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. Examples of other units of measurements could be families, villages, etc. |
Text |
Service and beneficiaries - Actual number of unique service users or beneficiaries engaged (total) - (Value) |
To be completed at the end of the project or when service delivery is complete. 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) |
To be completed at the end of the project or when service delivery is complete. Description of the unit of measurement that is used to account for targeted service users or beneficiaries. Codelist options are. Codelist options are:
|
Codelist |
Service and beneficiaries - Unit description of actual service user or beneficiaries engaged - (Value) |
To be completed at the end of the project. 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. Examples of other unit of measurements could be families, villages, etc. |
Text |
Service and beneficiaries - (Source ID’s) |
Source of information for service users’ data. |
Text |
Service and beneficiaries - (Notes) |
Notes on service users’ data. |
Text |
Changes to project due to COVID-19¶
If the project started, or was delivering services in or after March 2020, it may have experienced some changes due to the COVID-19 pandemic.
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) |
Source of information for COVID-19 changes in projects. |
Text |
Outcome Funds¶
There is no standard or agreed definition as to what constitutes an ‘outcomes fund’. Broadly, an outcomes fund is an approach that enables several outcomes-based contracts to be developed and supported in parallel. A common goal espoused by outcomes fund developers is to improve services that tackle complex social issues by growing the outcomes contracting market particularly by funding impact bonds and other payment-by-results mechanisms. In their broadest sense outcomes funds signal a commitment to pay for social outcomes, rather than inputs or activities.
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.
Name |
Definition |
Type |
|---|---|---|
Id |
This variable captures the INDIGO unique identifier for outcomes funds. These identifiers are defined in the Outcomes Fund Dataset and taken from there. |
Text |
Sources |
Source of information about Outcomes Funds. |
Text |
Notes |
Notes on Outcomes Funds. |
Text |
Delivery Locations¶
This is a list. One project can have multiple items of data, as one project can deliver services in many different places at the same time. One item of data is defined as:
Name |
Definition |
Type |
|---|---|---|
Service Provision ID - (Value) |
The GO Lab team gives an identifier to the different service deliveries that are supported by the same impact bond project. For instance, if a project is providing a service in two different cities, the first service would be identified as ‘servicedelivery1’ and the second one would be ‘servicedelivery2’. |
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. Countries must be expressed using the ISO 3166 codelist, which contains a 2-character country code for every country (Eg: GB, US, etc.). Codelist options are: A 2 character country code from ISO 3166. Eg: GB, US |
Codelist |
Lat/Lng - Lat - (Value) |
Latitude coordinates must be expressed in decimals (degrees will not work). The GO Lab team will add or double check this variable. This variable feeds into the map(s) on the GO Lab website. |
Number |
Lat/Lng - Lng - (Value) |
Longitude coordinates must be expressed in decimals (degrees will not work). The GO Lab team 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 |
Source of information about delivery locations. |
Text |
Notes |
Notes on delivery locations. |
Text |
Sources¶
This is a list. One project can have multiple items of data, as we may use multiple sources of information to populate one project spreadsheet. One item of data is defined as:
Name |
Definition |
Type |
|---|---|---|
Id |
A within-project original, flexible identifier to be referenced in another sheet. The GO Lab team will enumerate sources using names such as ‘source1’, ‘source2’, ‘source3’. |
Text |
Name - (Value) |
Name of the person or institution who shared information about this project. |
Text |
Type - (Value) |
Type of source of information. Codelist options are:
|
Codelist |
Publishing Organisations - (Value) |
Organisation that published the evaluation, report or website (etc.) that is cited as a source. If there are many organisations jointly publishing a document, they should all be separated by commas. |
Text |
URL - (Value) |
URL of the document about this project, if there is one. |
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 |
Notes on sources of information. |
Text |
Organisations¶
The organisations listed are those referenced in other tabs of the spreadsheet (such as service providers, investors, outcome payers, etc.). Each organisation has a unique INDIGO identifier defined by the GO Lab team.
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.
Service Provisions¶
This section collects data about four different dimensions of service provision:
Organisations providing services to impact bond projects
Planned services
Actual services
Alterations to contracted services
This is a list. One project can have multiple items of data, as one impact bond could have several service providers. One item of data is defined as:
Name |
Definition |
Type |
|---|---|---|
Id |
A within-project original, flexible identifiers to be referenced in another sheet. This will be set by the GO Lab team. These names could be ‘serviceprovider1’, ‘serviceprovider2’, etc. |
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 |
Source of information about service provision. |
Text |
Notes |
Notes on service provision. |
Text |
Outcome Payment Commitments¶
This section aims to collect data about three different dimensions of outcome payments:
Organisations paying for outcomes
Maximum potential outcome payments (in best case scenario)
Total outcome payments made up to date (this can be updated during the life of the project)
This is a list of data items. One project can have multiple items of data, as one project may have multiple outcome payers. 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 US dollars. |
Number |
Result type - (Value) |
This variable specifies whether a result is interim or over all (final). Codelist options are: Interim (interim or intermediate results can be shared specifying details of the duration of the performance period - for instance, ‘outcomes achieved during year 1’) or Overall (overall results are achieved when the project is finished). 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 at the moment of data collection in relevant 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 occurred 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 occurred during the life of the impact bond project. |
Text |
Sources |
Source of information about outcome payments. |
Text |
Notes |
Notes on outcome payments. |
Text |
Investments¶
This section aims to collect data about three different dimensions of investment:
Organisations investing in impact bond projects
Initial investment commitments
Return to investment in best case scenario
Investor repayments (this can be updated during the life of the project)
This is a list. One project can have multiple items of data, as one project can receive capital from different investors. One item of data represents a particular investor and is defined as:
Name |
Definition |
Type |
|---|---|---|
Id |
A within-project original, flexible identifiers to be referenced in another sheet. This will be set by the GO Lab team. These names could be ‘investment1’, ‘investment2’, etc. |
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. This variable captures the lower value in the range. |
Number |
Investment Commitment - Amount - Exact - (Value) |
Exact amount of committed investment from each investor in relevant currency. |
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. This variable captures the higher value in the range. |
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 |
Source of information about investments. |
Text |
Notes |
Notes on investment amounts or investors. |
Text |
Intermediary services¶
This section aims to collect data about two different dimensions of intermediary services:
Organisations providing intermediary services to impact bond projects
Type of intermediary services
This is a list. One project can have multiple items of data, as one project may receive intermediation from several organisations. One item of data represents one intermediary organisation and 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 |
Source of information about intermediary organisations. |
Text |
Notes |
Notes on intermediary organisations. |
Text |
Outcome Metrics¶
This is a list. One project can have multiple items of data, as one project may have several outcomes to achieve. One item of data represents one outcome metric and 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 team. These identifiers could be ‘outcomemetric1’, ‘outcomemetric2’, etc. |
Text |
Outcome Definition - (Value) |
The outcome is what changes for an individual as the result of a service or intervention. Example of outcomes include ‘access to a formal job’, ‘improve learning at school’, ‘improve access to health services’, etc. |
Text |
Target Population - (Value) |
Description of the targeted population of beneficiaries or service users that are intended to achieve pre-arranged social outcomes. |
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) |
An outcome metric target 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 |
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 outcome metric 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 |
Source of information about outcome metrics. |
Text |
Notes |
Notes on outcome metrics. |
Text |
Outcome Pricing¶
This is a list. One project can have multiple items of data, as one project may have several outcomes to achieve with different prices. One item of data represents one social outcome price and is defined as:
Name |
Definition |
Type |
|---|---|---|
Outcome Metric Id - (Value) |
The Outcome Metric this pricing belongs to. This should be an Id from the “Outcome Metrics” section of the same project. |
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. The unit should be equal to the unit of measurement in the ‘Service and beneficiaries’ part of the General Overview tab (eg: individuals, families, villages, etc.). This is to be populated only if there is a single outcome which is measured at the unit/individual level. |
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 |
Source of information about outcome pricing. |
Text |
Notes |
Notes on outcome pricing. |
Text |
Results¶
This is a list. One project can have multiple items of data, as one project may have several outcomes with different results. One item of data represents the result for one outcome metric and is defined as:
Name |
Definition |
Type |
|---|---|---|
Outcome Metric Id - (Value) |
The Outcome Metric this result belongs to. This should be an Id from the “Outcome Metrics” section of the same project. |
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. Interim results are reported when the GO Lab receives data from live projects. Final results are reported when the GO Lab receives the final data for complete projects. 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. This description can be similar to the description of outcome metrics in the ‘Outcome metric’ tab. |
Text |
Number engaged In impact bond - (Value) |
Number of users or beneficiaries who engaged in the impact bond project. This variable should be completed only when projects are sharing data at the project level. |
Number |
Number with Positive social outcomes - (Value) |
Number of users or beneficiaries who engaged in the impact bond project and achieved positive outcomes. This variable should be completed only when projects are sharing data at the project level. |
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 |
Source of information about results. |
Text |
Notes |
Notes on results. |
Text |
Outcome Payment Plans¶
This is a list. One project can have multiple items of data, as one project can have different sets of planned payments over its lifetime. One item of data represents one plan and is defined as:
Name |
Definition |
Type |
|---|---|---|
Outcome Payment Plan Id - (Value) |
A within-project original, flexible identifier to be referenced in another sheet. This can be set by the GO Lab team. |
Text |
Period - Start - (Value) |
Start date of plan. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Period - End - (Value) |
End date of plan. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Sources |
Source of information about outcome payment plans. |
Text |
Notes |
Notes on outcome payment plans. |
Text |
Outcome Payments¶
This is a list. One project can have multiple items of data, as one project can receive different outcome payments for different outcome metrics, time periods and plans. One item of data represents one outcome payment (to one outcome metric and within one plan) and is defined as:
Name |
Definition |
Type |
|---|---|---|
Outcome Payment Plan Id - (Value) |
The Outcome Payment Plan this payment belongs to. This should be an Id from the “Outcome Payment Plans” section of the same project. If there is only one plan in this project, this can be left blank. |
Text |
Outcome Metric Id - (Value) |
The Outcome Metric this payment belongs to. This should be an Id from the “Outcome Metrics” section of the same project. |
Text |
Period - Start - (Value) |
Start date of claim period when service providers and/or investors can claim for outcome payments. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Period - End - (Value) |
End date of claim period when service providers and/or investors can claim for outcome payments. |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Payer Organisation ID - (Value) |
INDIGO unique ID of the organisation that is paying for outcomes (in most cases, this organisation will be the outcome funder/s listed in the ‘Outcome Payment Commitments’). |
Text |
Recipient Organisation ID - (Value) |
INDIGO unique ID of organisation that is receiving payment for outcomes. Depending on the governance structure of the SIB, different organisations could be claiming for outcome payments. In some cases, the service providers have this role. In other cases, it is the social investor or even the organisation leading the SPV. |
Text |
Type - (Value) |
Any outcome payment could be planned or actual. Planned outcome payments are those that have been forecasted by the outcome funder/payer during the design and structing of the impact bond. Actual outcome payments are effective transactions that occurred between the outcome funder and the claiming organisations in a fixed period. 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 |
Source of information about outcome payments. |
Text |
Notes |
Notes on outcome payments. |
Text |
Actual payments should have rows of data with “Type” set to “Actual” and with “Outcome Payment Plan Id” set left empty.
Outcome payments can belong to multiple plans, as plans may change over the lifetime of the project. Plans should first be declared in the “Outcome Payment Plans” section. Then for each plan, add multiple rows in the “Outcome Payments” section. Each plan should include all past actual payments, and planned future payments (set “Type” column). This may result in some actual payments being duplicated in different plans, but this is acceptable and necessary.
Plan |
Period, Start to end |
Type |
Amount USD |
|---|---|---|---|
plan1 |
2020-01-01 to 2020-12-31 |
Planned |
100,000 |
plan1 |
2021-01-01 to 2021-12-31 |
Planned |
100,000 |
plan1 |
2022-01-01 to 2022-12-31 |
Planned |
100,000 |
2020-01-01 to 2020-12-31 |
Actual |
50,000 |
|
plan2 |
2020-01-01 to 2020-12-31 |
Actual |
50,000 |
plan2 |
2021-01-01 to 2021-12-31 |
Planned |
75,000 |
plan2 |
2022-01-01 to 2022-12-31 |
Planned |
75,000 |
In this example, the project started with a plan and “plan1” was recorded. The actual results for the first year were then recorded. Given the difference between the plan and the performance, a second plan was made and “plan2” was recorded. The second plan includes the actual payment that was considered when making the plan, and thus the actual payment is duplicated.
Open Contracting¶
The OCDS (Open Contracting Data Standard) is a standard that enables disclosure of data and documents at all stages of the contracting process by defining a common data model and unique identifiers for documents. An explanation of how the Open Contracting Data Standard work can be found here: https://standard.open-contracting.org/latest/en/
This is a list. One project can have multiple items of data as one impact bond project can be associated with various procurement processes. One item of data is defined as:
Name |
Definition |
Type |
|---|---|---|
OCID |
Open Contracting unique identifier (OCID) of a procurement process associated with this impact bond project. |
Text |
Sources |
Source of information about procurement documents and OCIDs. |
Text |
Notes |
Notes on procurement documents and OCIDs. |
Text |
360Giving¶
The 360Giving Data Standard enables the disclosure of data on grants and grant making. An explanation of how the 360Giving Standard works can be found here: https://standard.threesixtygiving.org/en/latest/
This is a list. One project can have multiple items of data as one impact bond may have received more than one grant. 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 |
Source of information about grants and 360Giving IDs. |
Text |
Notes |
Notes on grants and 360Giving IDs. |
Text |
Documents¶
This is a list of supporting documentation for this project. Documents include press releases, interim reports, final reports, case studies, etc. 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 |
Notes on supporting documents. |
Text |
Provider Side Cost¶
Name |
Definition |
Type |
|---|---|---|
Date - (Value) |
Date of transaction |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Phase of Impact Bond - (Value) |
Codelist options are:
|
Codelist |
Cost Classification - (Value) |
Costs are classified as purchased or spent, in kind, staff costs and other type of costs. Codelist options are:
|
Codelist |
Payment - Currency - (Value) |
Currency in which transaction was made or will be made |
Text |
Payment - Planned - (Value) |
This variable captures planned or expected costs for projects that are starting to deliver a service, or are in the middle of service delivery. |
Number |
Payment - Planned USD - (Value) |
This variable captures planned or expected costs in USD for projects that are starting to deliver a service, or are in the middle of service delivery. |
Number |
Payment - Actual - (Value) |
This variable captures actual costs that have been incurred by the provider side. |
Number |
Payment - Actual USD - (Value) |
This variable captures actual costs in USD that have been incurred by the provider side. |
Number |
Cost incurred by - (Value) |
INDIGO ID of organisation incurring that cost |
Text |
Type - (Value) |
Codelist options are:
|
Codelist |
Number of days - (Value) |
This variable should only be completed when there are in-kind costs or staff costs that cannot be expressed in monetary values. |
Number |
Sources |
Sources of information about costs. |
Text |
Notes |
Notes on costs. |
Text |
Phase options¶
Phase |
Description |
Development and design |
This refers to the activities that take place before the signing of the outcomes contract, such as feasibility studies, business case developments, legal and financial advice, market engagement processes, etc. |
Contract set up and negotiation |
This refers to the activities involved in the process of running final negotiations and signing the outcomes contract, such as final legal and financial advice, procurement procedures, signature of the contract, etc. |
Operational and management |
This refers to the activities that take place after the signature of the contract and are mostly related to the delivery and management of the service, such as setting a governance structure, validating outcomes achievement, commissioning an evaluation, managing the service delivery, piloting innovations for the service delivery, etc. |
Classification options¶
Classification |
Description |
Phase |
Development or scoping work |
This refers to the process of developing a new idea around the possibility of designing an impact bond project to address a particular social/environmental challenge. This cost is often associated with internal staff work. |
Development and design |
Business case development |
This refers to the process of developing a business case, which involves searching for evidence on previous similar experiences, assembling and presenting this evidence to other stakeholders, among others. |
Development and design |
Feasibility study |
Some organisations commission a feasibility study before embarking on an impact bond project, or run the feasibility study by themselves. This variable refers to the cost of running any previous assessment to better understand the risks and opportunities associated with the project. |
Development and design |
Early phase legal costs |
This refers to the cost of legal advice received in the development and design phase of the impact bond project. |
Development and design |
Stakeholder search and engagement costs |
This refers to the process of engaging with potential outcomes payers and/or other stakeholders in the market. This cost includes engaging with the government, developing product requirements or specifications, scanning the market for subcontractors or delivery partners, etc. |
Development and design |
Legal advice on contract design |
This refers to the cost of legal advice received in the contract set up stage of the impact bond project. |
Contract set up and negotiation |
Financial advice on contract design |
This refers to the cost of financial advice received in the contract set up stage of the impact bond project. |
Contract set up and negotiation |
Procurement costs |
This refers to the cost of preparing a formal bid, negotiating the formal terms of a contract, going through reference checks and other controls, among others. |
Contract set up and negotiation |
SPV set up and operational costs |
This refers to the cost of creating and maintaining a Special Purpose Vehicle (SPV) to manage the project. |
Operational and management |
Monitoring costs (includes outcome reporting cost and management staff cost) |
This refers to the cost of tasks related to outcomes reporting, outcomes verification, management staff costs, etc. |
Operational and management |
Evaluation costs |
This variable captures data on broader evaluation and learning activities (does not include cost of outcomes monitoring, which should be part of the monitoring costs variable) |
Operational and management |
Governance costs (board meetings, etc.) |
This variable captures the cost of the impact bond governance structure, such as the time spent on board meetings, etc. |
Operational and management |
Enforcement costs (renegotiations, adaptation) |
This variable captures the cost of adapting particular terms of the contract during the life of the impact bond project. This variable includes the cost of renegotiations, resolving contract deficiencies, and adaptations. |
Operational and management |
Cost of working capital (Investor return - interest and surplus) |
This variable captures the cost of the capital provided at the beginning of the project. It includes investor return, interest and surplus. |
Operational and management |
Service delivery costs |
This variable captures the cost of the service delivery. It is often the cost of the service providers’ work. |
Operational and management |
Delivery innovations |
This variable captures the cost of the innovations around service delivery that take place once delivery has already started. |
Operational and management |
Other costs |
Other types of cost spent that are not included in the categories above. |
Type options¶
Type |
Description |
Purchased or spent |
This refers to transactions involving a monetary exchange |
In-kind |
This refers to transactions not involving money or not expressed in monetary terms. |
Staff cost |
Expenditure incurred for staff time used to deliver the project. This is an ‘in-house’ staff cost. Cost of consultants or external work should not be labelled as staff cost. |
Other |
Other types of cost not included in the categories above. |
Outcome Payer Cost¶
Name |
Definition |
Type |
|---|---|---|
Date - (Value) |
Transaction date |
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD |
Phase of Impact Bond - (Value) |
Codelist options are:
|
Codelist |
Cost Classification - (Value) |
Costs are classified as purchased or spent, in kind, staff costs and other type of costs. Codelist options are:
|
Codelist |
Payment - Currency - (Value) |
Currency |
Text |
Payment - Planned - (Value) |
This variable captures planned or expected costs for projects that are starting to deliver a service, or are in the middle of service delivery. |
Number |
Payment - Planned USD - (Value) |
This variable captures planned or expected costs in USD for projects that are starting to deliver a service, or are in the middle of service delivery. |
Number |
Payment - Actual - (Value) |
This variable captures actual costs that have been incurred by the outcome payer. |
Number |
Payment - Actual USD - (Value) |
This variable captures actual costs in USD that have been incurred by the outcome payer. |
Number |
Cost incurred by - (Value) |
INDIGO ID of the organisation incurring that cost. |
Text |
Type - (Value) |
Codelist options are:
|
Codelist |
Number of days - (Value) |
This variable should only be completed when there are in-kind costs or staff costs that cannot be expressed in monetary values. |
Number |
Sources |
Sources of information about costs. |
Text |
Notes |
Notes on costs. |
Text |
Phase options¶
Phase |
Description |
Development and design |
This refers to the activities that take place before the set up of the outcomes contract, such as feasibility studies, business case developments, legal and financial advice, market engagement processes, etc. |
Contract set up and negotiation |
This refers to the activities involved in the process of running final negotiations and signing the outcomes contract, such as final legal and financial advice, procurement procedures, signature of the contract, etc. |
Operational and management |
This refers to the activities that take place after the signature of the contract and are mostly related to the delivery of the service, such as setting a governance structure, commissioning an evaluation, managing the service delivery, piloting innovations for the service delivery, etc. |
Classification options¶
Classification |
Description |
Phase |
Development work |
This refers to the process of developing a new idea around the possibility of designing an impact bond project to address a particular social/environmental challenge. This cost is often associated with internal staff work. |
Development and design |
Business case development |
This refers to the process of developing a business case, which involves searching for evidence on previous similar experiences, assembling and presenting this evidence internally or to other stakeholders. |
Development and design |
Feasibility study |
Some organisations (or governments) commission a feasibility study before embarking on an impact bond project, or run the feasibility study by themselves. This variable refers to the cost of running any previous assessment to better understand the risks and opportunities associated with the project. |
Development and design |
Early phase legal costs |
This refers to the cost of legal advice received in the development and design phase of the impact bond project. |
Development and design |
Market engagement costs |
This refers to the process of engaging with potential service providers, investors or other stakeholders in the market. This cost includes testing the proposition with the provider market, developing product requirements or specifications, scanning the market and capacity building amongst potential suppliers. |
Development and design |
Legal advice on contract design |
This refers to the cost of legal advice received in the contract set up stage of the impact bond project. |
Contract set up and negotiation |
Financial advice on contract design |
This refers to the cost of financial advice received in the contract set up stage of the impact bond project. |
Contract set up and negotiation |
Procurement costs |
This refers to the cost of preparing an invitation to tender or request for proposals, evaluating bids, negotiating the formal terms of a contract, going through reference checks and other controls, among others. |
Contract set up and negotiation |
Outcome payments |
This variable captures the cost to the commissioner (i.e. outcomes funder) of making outcome payments to the provider side, after pre agreed outcomes were achieved. |
Operational and management |
Validation and administration of outcome achievement and related payments costs |
This variable captures the cost of auditing and monitoring the achievement of pre-agreed outcomes, when this cost is not borne by the provider side. |
Operational and management |
Auditing and validation of service quality |
This variable captures the auditing and monitoring costs that are borne by the outcomes funder/payer but which are not necessarily related to outcome payments. This variable captures the cost of auditing and controlling the quality of the service, rather than the achievement of pre-agreed outcomes. |
Operational and management |
Evaluation, learning and dissemination |
This variable captures costs associated with evaluating and disseminating learnings from the projects. This includes the evaluation, and press and social media costs. This variable only captures the cost of evaluation, learning and dissemination when they are borne by the outcome payer. |
Operational and management |
Management cost of an outcomes fund |
Some projects are supported by an outcomes fund (ie Life Chances Fund, Commissioning Better Outcomes Fund, the Sierra Leone Education Innovation Fund, etc). In those cases, projects may include a portion of the cost of running the outcomes fund as part of the total cost of the project. This variable should be completed only by projects that are funded by an outcomes fund. |
Operational and management |
Enforcement costs (renegotiations, adaptation) |
This variable captures the cost of adapting particular terms of the contract during the life of the impact bond project. This variable includes the cost of renegotiations, resolving contract deficiencies, and adaptations. |
Operational and management |
Other costs |
Other types of cost spent that are not included in the categories above. |
Type options¶
Type |
Description |
Purchased or spent |
This refers to transactions involving a monetary exchange |
In-kind |
This refers to transactions not involving money or not expressed in monetary terms. |
Staff cost |
Expenditure incurred for staff time used to deliver the project. This is an ‘in-house’ staff cost. Cost of consultants or external work should not be labelled as staff cost. |
Other |
Other types of cost not included in the categories above. |
Social Investment Prototype¶
The Social Investment Prototype offers additional tabs to describe technical assistance and some financial aspects of projects in greater detail, including individual transactions.
This first set of variables is in the General Overview tab:
Name
Definition
Type
Social Investment Prototype - (Value)
If the project has a ‘YES’ in this variable, it has data for the Social Investment Prototype tabs.
Codelist options are:
Codelist
Investment Details¶
Expected and latest internal rates of return can be recorded on the investment details table (in the general overview tab).
Name
Definition
Type
Investment Details - Total Funds Invested - Latest - Currency - (Value)
Currency in which investment details are reported for this project.
Text
Investment Details - Total Funds Invested - Latest - Amount - (Value)
The total amount of funds invested up to date.
Number
Investment Details - Total Funds Invested - Latest - Amount USD - (Value)
Total amount of funds invested up to date in USD. The GO Lab team does the conversion using the exchange rates provided by the World Bank. [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)
Latest date for which investment details are reported.
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 (this value should be equal to 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)
Latest date for which actual/latest internal rate of return is reported.
Enter a date in format YYYY, YYYY-MM or YYYY-MM-DD
Investment Details - (Source ID’s)
Sources of information about investment details.
Text
Investment Details - (Notes)
Notes on investment details.
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)
The Investment this transaction belongs to. This should be an Id from the “Investments” section of the same project.
Text
Outcome Metric Id - (Value)
The Outcome Metric this transaction belongs to. This should be an Id from the “Outcome Metrics” section of the same project.
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 unique ID of the organisation that makes the transaction.
Text
Receiving Organisation ID - (Value)
INDIGO unique 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 for this project.
Text
Money - Amount - (Value)
Total amount of the transaction in relevant currency.
Number
Money - Amount USD - (Value)
Total amount of the transaction in USD. The GO Lab team does the conversion using the exchange rates provided by the World Bank.
Number
Sources
Text
Notes
Text
Technical Assistance¶
Technical Assistance (TA) 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. These identifiers could be ‘technicalassistance1’, ‘technicalassistance2’, etc.
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
Sources of information about technical assistance to this project.
Text
Notes
Notes on technical assistance.
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)
The Technical Assistance these details belongs to. This should be an Id from the “Technical Assistance” section of the same project.
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. The GO Lab team does the conversion using the exchange rates provided by the World Bank.
Number
Number of Days - (Value)
Cost of Technical Assistance activities in days of work.
Number
Sources
Sources of information about technical assistance details.
Text
Notes
Notes on technical assistance details.
Text