the international aid transparency initiative (iati) for csos and ngos
DESCRIPTION
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),TRANSCRIPT
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Introduction to the International Aid Transparency Initiative (IATI)Bond and Development Initiatives, 2014
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Who are we?
Bond:Sarah Johns Transparency Adviser [email protected]
Development Initiatives (IATI Secretariat) :Wendy RogersIATI Analyst [email protected]
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3 things you need to know about IATI
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1. IATI is a data standard for sharing information about development assistance
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It uses XML to structure the information
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So that we move from this…
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Common Standard Format
… to this.
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2. Using the IATI data standard has benefits for your organisation
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Get buy-in
Collect information
Share information
Collaboration
Information systems mapping
Communication
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and provides insight data you can use
devtracker.dfid.gov.uk
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openaidsearch.org
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3. Sharing information has the potential to catalyse change
Play video
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Preparing Your Organisation For IATI PublishingWendy Rogers, Development Initiatives
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Becoming a Transparent Organisation
In preparation for IATI publishing it is a good idea to:
• Establish the business case for your organisation
• Assess the organisational risks
• Get Senior Management buy-in
• Get key external stakeholder buy-in
• Create your project team and IATI champion
• Develop reusable IATI publishing business processes
• Prepare a post publication communications plan
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The IATI Standard and Other AnimalsWendy Rogers, Development Initiatives
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What to Publish
• Project Number, Title, Description, Sector
What
• Funding, Accountable, Implementing
Who
• Start Date, End Date
When
• Country/Region
Where
• Incoming Funds, Disbursements, Expenditures, Budgets
How much?
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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
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DFID Minimum Requirements
• The information to publish will cover the DFID minimum requirements.
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Your Organisation
Describes Your Organisation. Includes:
• Reporting Org
• Organisation Identifier
• Organisational Contacts
• Budgets (agency, country)
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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
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Who Is Involved?
Described as Participating Organisations’.
• Organisation name
• Role: Funder, Extending, Implementing, Accountable
• Ref: Type of organisation (code and description)
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Where In The World?
Where do your activities take place or impact
• Region or Country
• Lat / Long Coordinates
• Local Areas
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Financial Transactions
Used to understand the flow of monies
• Amount
• Date
• Type: Commitment, Incoming Funds, Disbursement, Expenditure etc.
• Who from / to
• Transaction description
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Results
Was the activity successful. Did it achieve its aims?
• Type of result
• Textual description
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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.
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Supplementary Activity Information
Extra information about activities
• Activity contact details
• Web sites
• Online documentation
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Get started, publish what you can
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Exclusions
QualityAvailable
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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
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Discussion (15 mins)
How will you (or do you) define an ‘activity’ in your organisation?
1 activity = 1 programme? 1 activity = 1 country? 1 activity = 1 funded project?
• Think about:
• How are your information systems currently set up to report on your programme finances and results?
• How much information your organisation will be sharing using IATI – just your grants, or more?
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Break
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Publishing Your IATI-XML Files
Wendy Rogers, Development Initiatives
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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
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Registry accounts
• A 2 step process that requires setting up:
1. A user account
• This enables you to log in but not publish any data
2. A publisher account
• This enables you to register as a publisher and
publish data
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IATI Registry: User account
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IATI Registry: Publisher account
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IATI Registry: Publisher account
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Much of the information required when setting up an account comes from the publishing information tab in your Implementation Schedule.
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Publishing Tools
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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
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Tool Web Sites
Aidstream:http://www.aidstream.org
CSV Converter:http://csv2iati.iatstandard.org
Development Initiatives:
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Practical Session-
AidStream
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Lunch
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The Implementation Schedule
Wendy Rogers, Development Initiatives
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The implementation schedule
http://support.iatistandard.org/entries/23287146-The-Implementation-Schedule
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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
3. Organisation data
• Captures information about your organisation
4. Activity data
• Covers information about your projects
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Practical Session & Discussion
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Support & Other Resources
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Information & Support
IATI Support: [email protected]
IATI website: www.iatistandard.org
Bond website : www.bond.org.uk/transparency
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Twitter Accounts
@IATI_aid – official IATI account
@bondngo – official bond account
@geogrr – Sarah Johns (personal)
@whrogers – Wendy Rogers (personal)
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Other Resources
IATI Technical Advisory Group e-newsletterhttp://www.aidtransparency.net/governance/tag
Linked In Aid Transparency Grouphttp://www.linkedin.com/groups/Aid-Transparency-3145916