Pipeline

General Overview

Names

Name	Definition	Type
Project Name - (Value)	Full name that has been to this point given to the project.	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

Contact

Name	Definition	Type
Contact - Name - (Value)	Name of the person to contact.	Text
Contact - Email - (Value)	Email of the person to contact.	Text

State of Development

Name	Definition	Type
State of Development - (Value)	Latest known development state of the project. Codelist options are: Current Abandoned Launched	Codelist
State of Development - Reason for abandoned - (Value)	A list of stakeholders motivations to abandon the project and/or obstacles that the stakeholders could not solve.	Text
State of Development - (Source ID’s)	Source of information for state of development	Text
State of Development - (Notes)	Notes on state of development	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: Scoping (e.g. pre-feasibility study to support market mapping and issue identification), Early stage (e.g. beginning a feasibility study), Late stage (e.g. final deal construction and placement) or Final negotiations Codelist options are: Scoping Early stage Late stage Final negotiations	Codelist
Stage of Development - (Source ID’s)	Source of information for stage of development	Text
Stage of Development - (Notes)	Notes on stage of development	Text

Type of instrument and project

Name	Definition	Type
Type of instrument and project - Impact Bond - (Value)	The type of instrument being used in this project. Codelist options are: Yes No	Codelist
Type of instrument and project - Outcomes Fund - (Value)	The type of instrument being used in this project. Codelist options are: Yes No	Codelist
Type of instrument and project - Social Impact Incentives (SIINC) - (Value)	The type of instrument being used in this project. Codelist options are: Yes No	Codelist
Type of instrument and project - Social Impact Guarantee - (Value)	The type of instrument being used in this project. Codelist options are: Yes No	Codelist
Type of instrument and project - Payment-by-results (no pre-financing) - (Value)	The type of instrument being used in this project. Codelist options are: Yes No	Codelist
Type of instrument and project - Technical Assistance and Market-building program (Must involve dedicated grant resources) - (Value)	The type of instrument being used in this project. Codelist options are: Yes No	Codelist
Type of instrument and project - Other - (Value)	The type of instrument being used in this project.	Text
(Source ID’s)	Source of information for type of instrument	Text
(Notes)	Notes on type of instrument	Text

Part of a larger outcomes-based financing program?

Name	Definition	Type
Part of a larger outcomes-based financing program? - Part of a larger outcomes-based financing program? - (Value)	Is the project part of a larger outcomes-based financing program? (e.g. outcome fund, technical assistance program, etc) Codelist options are: Yes No	Codelist
Part of a larger outcomes-based financing program? - Details - (Value)	Is the project part of a larger outcomes-based financing program? (e.g. outcome fund, technical assistance program, etc)	Text
Part of a larger outcomes-based financing program? - (Source ID’s)	Source of information for larger outcomes-based programmes related to this project	Text
Part of a larger outcomes-based financing program? - (Notes)	Notes on larger outcomes-based programmes related to this project	Text

Dates

Name	Definition	Type
Dates - Expected Launch Date - (Value)	Codelist options are: Q1 - 2022 Q2 - 2022 Q3 - 2022 Q4 - 2022 Q1 - 2023 Q2 - 2023 Don’t Know	Codelist
Dates - Total expected project development time - (Value)	Codelist options are: 0-6 months 6-12 months 12-24 months >24 months	Codelist
Dates - Expected length of project (years) - (Value)	Expected duration of the project	Text
Dates - Project design process began - (Value)	Start date of project design process	Text
Dates - (Source ID’s)	Source of information for dates	Text
Dates - (Notes)	Notes on dates	Text

What is the rationale for using outcomes-based financing?

Name	Definition	Type
Rationale for using outcome based finance - (Value)	Rationale for using outcomes-based financing	Text
(Source ID’s)	Source of information for rationale for using outcome based model	Text
(Notes)	Notes on rationale for using outcome based model	Text

Key challenges to getting the project launched?

Name	Definition	Type
Key challenges to launch - (Value)	A list of key challenges to getting the project launched	Text
(Source ID’s)	Source of information for key challenges to getting the project launched	Text
(Notes)	Notes on key challenges to getting the project launched	Text

Role of the domestic government?

Name	Definition	Type
Role of the domestic government - Outcomes funder - (Value)	What is or will be the role of the domestic government? Codelist options are: Yes No	Codelist
Role of the domestic government - Service provider - (Value)	What is or will be the role of the domestic government? Codelist options are: Yes No	Codelist
Role of the domestic government - Member of project committee - (Value)	What is or will be the role of the domestic government? Codelist options are: Yes No	Codelist
Role of the domestic government - No formal role - (Value)	What is or will be the role of the domestic government? Codelist options are: Yes No	Codelist
Role of the domestic government - Other - (Value)	What is or will be the role of the domestic government?	Text
(Source ID’s)	Source of information for the role of domestic government	Text
(Notes)	Notes on the role of domestic government	Text

Service providers identified and selected?

Name	Definition	Type
Service providers identified and selected - Request-for-proposals - (Value)	Service providers identified and selected? Codelist options are: Yes No	Codelist
Service providers identified and selected - Direct contracting by outcome funder/investor/intermediary - (Value)	Service providers identified and selected? Codelist options are: Yes No	Codelist
Service providers identified and selected - Provider-led deal development - (Value)	Service providers identified and selected? Codelist options are: Yes No	Codelist
Service providers identified and selected - Other - (Value)	Service providers identified and selected?	Text
(Source ID’s)	Source of information for service providers	Text
(Notes)	Notes on service providers	Text

Was a feasibility study conducted?

Name	Definition	Type
Feasibility study - (Value)	Was a feasibility study conducted? Codelist options are: Yes No	Codelist
(Source ID’s)	Source of information for availability of a feasibility study	Text
(Notes)	Notes on availability of a feasibility study	Text

Was a technical assistance grant awarded to cover all or a portion of development costs?

Name	Definition	Type
Technical assistance grant - Technical assistance grant - (Value)	Was a technical assistance grant awarded to cover all or a portion of development costs? Codelist options are: Yes No	Codelist
Technical assistance grant - Details - (Value)	Was a technical assistance grant awarded to cover all or a portion of development costs?	Text
Technical assistance grant - (Source ID’s)	Source of information for technical assistance grants	Text
Technical assistance grant - (Notes)	Notes on technical assistance grants	Text

Proposed financing instruments

Name	Definition	Type
Proposed financing instruments - Debt - (Value)	Codelist options are: Yes No	Codelist
Proposed financing instruments - Equity - (Value)	Codelist options are: Yes No	Codelist
Proposed financing instruments - Guarantee - (Value)	Codelist options are: Yes No	Codelist
Proposed financing instruments - Grant - (Value)	Codelist options are: Yes No	Codelist
Proposed financing instruments - Other - (Value)		Text
(Source ID’s)	Source of information for proposed financing instrument	Text
(Notes)	Notes on proposed financing instrument	Text

Overall project finance

Name	Definition	Type
Overall project finance - Estimated Maximum potential outcome payment - Currency - (Value)	Total estimated maximum payments for outcomes from outcome funders.	Text
Overall project finance - Estimated Maximum potential outcome payment - Amount - (Value)	Total estimated maximum payments for outcomes from outcome funders.	Number
Overall project finance - (Source ID’s)	Source of information for maximum potential outcome payments	Text
Overall project finance - (Notes)	Notes on maximum potential outcome payments	Text

Purpose and classifications

Name	Definition	Type
Purpose and classifications - Social/Developmental challenge - (Value)	Broad definition of the social and/or developmental challenges that the project addresses.	Text
Purpose and classifications - Expected intervention model - (Value)	The initial expected intervention model that the project aims to put in place.	Text
Purpose and classifications - Policy sector - Employment and private sector development - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Education - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Social protection - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Criminal justice - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Health - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Agriculture - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Environment and climate change - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Water, Sanitation and Hygiene - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Energy - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Humanitarian - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Early Childhood Education - (Value)	Main policy sector in which the project is based. Codelist options are: Yes No	Codelist
Purpose and classifications - Policy sector - Other - (Value)	Main policy sector in which the project is based.	Text
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 policy sector and SDG classification	Text
Purpose and classifications - (Notes)	Notes on policy sector and SDG classification	Text

Service and beneficiaries

Name	Definition	Type
Service users 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 users 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 users 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: Individual Other	Codelist
Service users 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 users and beneficiaries - Country Classification of Service and beneficiaries - Low-income - (Value)	Use classifications from World Bank https://datahelpdesk.worldbank.org/knowledgebase/articles/906519 . Use classifications at the moment of inputting the data. Codelist options are: Yes No	Codelist
Service users and beneficiaries - Country Classification of Service and beneficiaries - Lower-middle-income - (Value)	Use classifications from World Bank https://datahelpdesk.worldbank.org/knowledgebase/articles/906519 . Use classifications at the moment of inputting the data. Codelist options are: Yes No	Codelist
Service users and beneficiaries - Country Classification of Service and beneficiaries - Upper-middle-income - (Value)	Use classifications from World Bank https://datahelpdesk.worldbank.org/knowledgebase/articles/906519 . Use classifications at the moment of inputting the data. Codelist options are: Yes No	Codelist
Service users and beneficiaries - Country Classification of Service and beneficiaries - High-income - (Value)	Use classifications from World Bank https://datahelpdesk.worldbank.org/knowledgebase/articles/906519 . Use classifications at the moment of inputting the data. Codelist options are: Yes No	Codelist
Service users and beneficiaries - (Source ID’s)	Source of information for service users and beneficiaries	Text
Service users and beneficiaries - (Notes)	Notes on service users and beneficiaries	Text

Delivery Locations

This is a list. One pipeline 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	Source of information for delivery locations	Text
Notes	Notes on delivery locations	Text

Sources

This is a list. One pipeline 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. Codelist options are: Contract Report Award Notice Website News piece Press release Email correspondence Evaluation report	Codelist
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	Notes on sources	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 pipeline, such as Service Provisions.

Service Provisions

This is a list. One pipeline 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 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: Nonprofit/NGO Foundation/Philanthropist Government/Public Sector/Public Bank For-profit Other	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
Sources	Source of information for service provision	Text
Notes	Notes on service provision	Text

Outcome Payment Commitments

This is a list. One pipeline 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: Nonprofit/NGO Foundation/Philanthropist Government/Public Sector/Public Bank Multilateral/Bilateral/Intergovernmental Financial Institution Corporate Giving Investment Fund Other	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: Interim Overall	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
Sources	Source of information for outcome payment commitments	Text
Notes	Notes on outcome payment commitments	Text

Investments

This is a list. One pipeline 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: Nonprofit/NGO Foundation/Philanthropist Government/Public Sector/Public Bank Multilateral/Bilateral/Intergovernmental Financial Institution Corporate Giving Investment Fund High Net Worth Individual/Family Office/Private Bank Impact Investor Commercial	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)	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: IRR Average annual return	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: No repayment (no principle or return) Some repayment (but below value of principle) Principal repaid (but no net return) Principal + positive financial returns Not publicly available	Codelist
Investment Type - (Value)	This variable identifies whether this investment qualifies as debt, equity or a combination of both. Codelist options are: Debt Equity Combination	Codelist
Sources	Source of information for investments	Text
Notes	Notes on investments	Text

Intermediary services

This is a list. One pipeline 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: Impact bond design Financial and commercial modeling Impact bond investment structure Capital raise Loan arranger Performance management Legal counsel Technical assistance Other	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 for intermediary organisations	Text
Notes	Notes on intermediary organisations	Text

Outcome Metrics

This is a list. One pipeline 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
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.	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: Individual Other	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	Source of information for outcome metrics.	Text
Notes	Notes on outcome metrics.	Text

Documents

This is a list. One pipeline 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 documents.	Text

Projects

This is a list. One pipeline can have multiple items of data. One item of data is defined as:

Name	Definition	Type
Id of project	An Id of a project that was created as a result of this pipeline	Text
Sources	Source of information for INDIGO ID of this project once it has launched and it is part of the Impact Bond Dataset.	Text
Notes	Notes on INDIGO ID of this project once it has launched and it is part of the Impact Bond Dataset.	Text