Introduction to the International
Aid Transparency Initiative (IATI)
Bond and Development Initiatives, 2014

bond.org.uk
Who are we?
Bond:
Sarah Johns
Transparency Adviser sjohns@bond.org.uk
Development Initiatives:
Wendy Rogers
Data Analyst
w...
3 things you need to
know about IATI

bond.org.uk

3
1. IATI is a data standard for sharing information
about development assistance

bond.org.uk
It uses XML to structure the information

bond.org.uk
So that we move from this…

bond.org.uk
… to this.
Common Standard
Format

bond.org.uk
2. Using the IATI data standard has benefits for
your organisation
Collaboration
Get buy-in

Information
systems
mapping

...
and provides insight data you can use

devtracker.dfid.gov.uk
bond.org.uk

9
openaidsearch.org

bond.org.uk

10
3. Sharing information has the potential to
catalyse change

Play
video

bond.org.uk

11
The Implementation Schedule
Wendy Rogers, Development Initiatives

bond.org.uk
The implementation schedule
http://support.iatistandard.org/entries/23287146-The-Implementation-Schedule

bond.org.uk

13
The Implementation Schedule
This is made up of four tabs
1.

Cover page / instruction sheet

2.

Publishing information
•
...
Practical
Session &
Discussion
bond.org.uk

15
Break

bond.org.uk

16
The IATI Standard and Other
Animals
Wendy Rogers, Development Initiatives

bond.org.uk
What to Publish
What
• Project Number, Title, Description, Sector

Who
• Funding, Accountable, Implementing

When
• Start ...
The IATI Standard

•

Defines a consistent format for how data is published:

•

Published data is held in two different t...
DFID Minimum Requirements

•

The information to publish will cover the DFID minimum
requirements.

bond.org.uk
Your Organisation
Describes Your Organisation. Includes:
•

Reporting Org

•

Organisation Identifier

•

Organisational C...
Your Work
Described in ‘Units of Aid’ or ‘Activities’. Usually projects.
•

Unique activity identifier

•

Title

•

Descr...
Who Is Involved?
Described as Participating Organisations’.
•

Organisation name

•

Role: Funder, Extending, Implementing...
Where In The World?
Where do your activities take place or impact
•

Region or Country

•

Lat / Long Coordinates

•

Loca...
Financial Transactions
Used to understand the flow of monies
•

Amount

•

Date

•

Type: Commitment, Incoming Funds, Disb...
Results
Was the activity successful. Did it achieve its aims?
•

Type of result

•

Textual description

bond.org.uk
Activity Classifications
Helps to describe the type of activity’.
•

Aid type

•

Sector

•

Policy

•

Flow Type

•

Fina...
Supplementary Activity Information
Extra information about activities
•

Activity contact details

•

Web sites

•

Online...
Get started, publish what you can

Available
Quality

Exclusions

.
Task or Opportunity?
For your organisation it can provide
•

An opportunity to tell your stories

•

Trust (to supporters,...
Back to the implementation schedule

bond.org.uk

31
Practical
Session &
Discussion
bond.org.uk

32
Lunch

bond.org.uk

33
Publishing Your IATI-XML Files
Wendy Rogers, Development Initiatives

bond.org.uk
Publishing IATI-XML Files
•

IATI-XML files should be physically located on a
publishers own web site

•

The IATI Registr...
Registry accounts
•

A 2 step process that requires setting up:
A user account

1.
•

This enables you to log in but not p...
IATI Registry http://www.iatiregistry.org/

bond.org.uk
IATI Registry: User account

bond.org.uk
IATI Registry: Publisher account

bond.org.uk
IATI Registry: Publisher account

bond.org.uk
Much of the information required when setting up
an account comes from the publishing information
tab in your Implementati...
Publishing Tools

bond.org.uk
Tools For Creating IATI-XML Files
There are currently three different types of tool that can be
used to publish data in IA...
Tool Web Sites
Aidstream:
http://www.aidstream.org
CSV Converter:
http://csv2iati.iatstandard.org

bond.org.uk

44
More Information & Support
Bond website :
www.bond.org.uk/transparency

IATI Knowledge Base :
http://support.iatistandard....
The International Aid Transparency Initiative (IATI) for CSOs and NGOs
The International Aid Transparency Initiative (IATI) for CSOs and NGOs
The International Aid Transparency Initiative (IATI) for CSOs and NGOs
The International Aid Transparency Initiative (IATI) for CSOs and NGOs
The International Aid Transparency Initiative (IATI) for CSOs and NGOs
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The International Aid Transparency Initiative (IATI) for CSOs and NGOs

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Introducing the International Aid Transparency Initiative (IATI) for NGOs and CSOs. The presentation used in the training by Bond UK (www.bond.org.uk) and IATI (iatistandard.org),

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  • Repository for published XML files (acts as a library card system as the published files our stored on organisations’ own sites or hosted by one of the tools (e.g. AidStream or Conversion Tool)
  • This provides an idea of what you data will look lie when it is in XML format. Although it is not meant to be easily human-readable (XML is a computer-readable language), you will be able to identify the information you have entered.
  • Cross-Whitehall focus on transparency and open governmentEffectivenessValue for moneyAccountability to taxpayersReduce corruptionDFID leadership role in IATI#1 in Aid Transparency Index (October 2012)UK Aid Transparency Guarantee
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Look at what data is available, but is easily publishable and of reasonable quality (although data published to IATI does not need to be verified it needs to able to be used), and what information needs to be left out (e.g. Security reasons, commercial sensitivity, etc.). Just needs to be explained in Implementation Schedule as this is what users refer to in understanding the data that is published.
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • Assess: an initial feasibility assessmentCommit: an internal and public commitmentDevelop: policies, processes and systems Publish: IATI-compliant data Improve: data with more detail, new data items, new data sources
  • This is made up of four tabsCover page / instruction sheetPublishing informationThe narrative here can also be used for your publisher profile when setting up an account on the RegistryOrganisation dataAligns to the organisation standard elements (http://iatistandard.org/organisation-standard)Activity dataAligns to the activity standard elements (http://iatistandard.org/activities-standard)The implementation schedule provides data users with information essential to understanding what data is and isn’t being published, and the reasons behind this:Flagging systemExclusionsIt can also be used as an internal mapping tool for publishersWork through your implementation scheduleLearn from others who have already been through the processPublish what you can, plan for improvementsIf you’re not sure, ask
  • The International Aid Transparency Initiative (IATI) for CSOs and NGOs

    1. 1. Introduction to the International Aid Transparency Initiative (IATI) Bond and Development Initiatives, 2014 bond.org.uk
    2. 2. Who are we? Bond: Sarah Johns Transparency Adviser sjohns@bond.org.uk Development Initiatives: Wendy Rogers Data Analyst wendy.rogers@devinit.org bond.org.uk 2
    3. 3. 3 things you need to know about IATI bond.org.uk 3
    4. 4. 1. IATI is a data standard for sharing information about development assistance bond.org.uk
    5. 5. It uses XML to structure the information bond.org.uk
    6. 6. So that we move from this… bond.org.uk
    7. 7. … to this. Common Standard Format bond.org.uk
    8. 8. 2. Using the IATI data standard has benefits for your organisation Collaboration Get buy-in Information systems mapping Collect information Share information Communication bond.org.uk 8
    9. 9. and provides insight data you can use devtracker.dfid.gov.uk bond.org.uk 9
    10. 10. openaidsearch.org bond.org.uk 10
    11. 11. 3. Sharing information has the potential to catalyse change Play video bond.org.uk 11
    12. 12. The Implementation Schedule Wendy Rogers, Development Initiatives bond.org.uk
    13. 13. The implementation schedule http://support.iatistandard.org/entries/23287146-The-Implementation-Schedule bond.org.uk 13
    14. 14. The Implementation Schedule This is made up of four tabs 1. Cover page / instruction sheet 2. Publishing information • The narrative here can also be used for your publisher profile when setting up an account on the Registry Organisation data 3. • Captures information about your organisation Activity data 4. • Covers information about your projects bond.org.uk 14
    15. 15. Practical Session & Discussion bond.org.uk 15
    16. 16. Break bond.org.uk 16
    17. 17. The IATI Standard and Other Animals Wendy Rogers, Development Initiatives bond.org.uk
    18. 18. What to Publish What • Project Number, Title, Description, Sector Who • Funding, Accountable, Implementing When • Start Date, End Date Where • Country/Region How much? • Incoming Funds, Disbursements, Expenditures, Budgets
    19. 19. The IATI Standard • Defines a consistent format for how data is published: • Published data is held in two different types of file • Organisation file • Activity Files bond.org.uk
    20. 20. DFID Minimum Requirements • The information to publish will cover the DFID minimum requirements. bond.org.uk
    21. 21. Your Organisation Describes Your Organisation. Includes: • Reporting Org • Organisation Identifier • Organisational Contacts • Budgets (agency, country) bond.org.uk
    22. 22. Your Work Described in ‘Units of Aid’ or ‘Activities’. Usually projects. • Unique activity identifier • Title • Description • Other Activity Identifiers • Activity Status: code and description • Activity Dates: start /end planned or actual bond.org.uk
    23. 23. Who Is Involved? Described as Participating Organisations’. • Organisation name • Role: Funder, Extending, Implementing, Accountable • Ref: Type of organisation (code and description) bond.org.uk
    24. 24. Where In The World? Where do your activities take place or impact • Region or Country • Lat / Long Coordinates • Local Areas bond.org.uk
    25. 25. Financial Transactions Used to understand the flow of monies • Amount • Date • Type: Commitment, Incoming Funds, Disbursement, Expenditure etc. • Who from / to • Transaction description bond.org.uk
    26. 26. Results Was the activity successful. Did it achieve its aims? • Type of result • Textual description bond.org.uk
    27. 27. Activity Classifications Helps to describe the type of activity’. • Aid type • Sector • Policy • Flow Type • Finance Type • Collaboration Type NB:Some categories can be defined as an activity default. bond.org.uk
    28. 28. Supplementary Activity Information Extra information about activities • Activity contact details • Web sites • Online documentation bond.org.uk
    29. 29. Get started, publish what you can Available Quality Exclusions .
    30. 30. Task or Opportunity? For your organisation it can provide • An opportunity to tell your stories • Trust (to supporters, general public, other organisations) • ‘On the ground’ intelligence to support the need for intervention For others it can • Enable citizens to hold their Governments to account • Provide governments with information they need to make decisions • Provide the transparency that aid is reaching those genuinely in need bond.org.uk
    31. 31. Back to the implementation schedule bond.org.uk 31
    32. 32. Practical Session & Discussion bond.org.uk 32
    33. 33. Lunch bond.org.uk 33
    34. 34. Publishing Your IATI-XML Files Wendy Rogers, Development Initiatives bond.org.uk
    35. 35. Publishing IATI-XML Files • IATI-XML files should be physically located on a publishers own web site • The IATI Registry holds a URL link that ‘points’ to wherever your files are located online bond.org.uk
    36. 36. Registry accounts • A 2 step process that requires setting up: A user account 1. • This enables you to log in but not publish any data A publisher account 2. • This enables you to register as a publisher and publish data bond.org.uk
    37. 37. IATI Registry http://www.iatiregistry.org/ bond.org.uk
    38. 38. IATI Registry: User account bond.org.uk
    39. 39. IATI Registry: Publisher account bond.org.uk
    40. 40. IATI Registry: Publisher account bond.org.uk
    41. 41. Much of the information required when setting up an account comes from the publishing information tab in your Implementation Schedule. bond.org.uk
    42. 42. Publishing Tools bond.org.uk
    43. 43. Tools For Creating IATI-XML Files There are currently three different types of tool that can be used to publish data in IATI-XML format • Aidstream • CSV Converter • Bespoke systems bond.org.uk
    44. 44. Tool Web Sites Aidstream: http://www.aidstream.org CSV Converter: http://csv2iati.iatstandard.org bond.org.uk 44
    45. 45. More Information & Support Bond website : www.bond.org.uk/transparency IATI Knowledge Base : http://support.iatistandard.org/forums/20317313-for-ngos IATI Support: support@iatistandaard.org bond.org.uk 45

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