WARNING

This is a draft specification and still under development. If you have comments or suggestions please file them in the issue tracker. If you have explicit changes please fork the git repo and submit a pull request.

# Fiscal Data Package - Budget Standard Taxonomy

The Budget Taxonomy is a set of ColumnTypes to be used in the context of a Fiscal Data Package to describe budget data of organisations (governments or otherwise.)

Author(s)
Created 14 March 2014
Updated 22 April 2018
JSON Schema fiscal-data-package-budgets.json
Version 1.0-rc.1

# Language

The key words MUST, MUST NOT, REQUIRED, SHALL, SHALL NOT, SHOULD, SHOULD NOT, RECOMMENDED, MAY, and OPTIONAL in this document are to be interpreted as described in RFC 2119

# Changelog

  • 1.0.0rc1: Initial text

# Introduction

This document contains a ColumnType taxonomy to be used for publishing budget data files.

The ColumnTypes contained in this taxonomy contain:

  • Generic value types
  • Generic time types as well as the more specific ‘fiscal year’ type
  • Classifications:
    • Functional: COFOG and Generic
    • Economic: GFSM and Generic
    • Administrative
    • Activity
  • Other Budgeting-related Properties
  • Geo-Related types

# References

# Location

The canonic location for this taxonomy’s ColumnType definition - to be used in fiscal data package descriptors - is

https://specs.frictionlessdata.io/taxonomies/fiscal/budgets.json

# The Taxonomy

# Amounts and their properties

# value

Numeric value depicting a fiscal amount related to the budget item, spending transaction etc.

  • dataType: number
# value-kind:code

Unique identifier for the amount kind

  • dataType: string
  • unique: True
# value-kind:label

Display name for the amount kind

  • dataType: string
  • labelOf: value-kind:code
# value-currency:code

Unique identifier for the amount currency

  • dataType: string
  • unique: True
# value-currency:label

Display name for the amount currency

  • dataType: string
  • labelOf: value-kind:code

# Time Indication

# date:fiscal-year

The fiscal-year for which the values in this record are relevant

  • dataType: integer
  • unique: True
# date:fiscal:activity-approval

The approval date of a specific activity

  • dataType: date
  • unique: True
# date:fiscal:activity-end

The ending date of a specific activity

  • dataType: date
  • unique: True
# date:fiscal:activity-start

The starting date of a specific activity

  • dataType: date
  • unique: True
# date:fiscal:final-payment

The date of the last payment for a specific activity

  • dataType: date
  • unique: True
# date:fiscal:first-payment

The date of the first payment for a specific activity

  • dataType: date
  • unique: True
# date:generic

An non-specific date related to the values in this record (e.g. transaction date etc.)

  • dataType: date
  • unique: True

# Classifications: Functional (COFOG)

# functional-classification:cofog:class:code

The COFOG ‘Class’ Level code

  • dataType: string
  • prior: functional-classification:cofog:group:code
  • unique: True
# functional-classification:cofog:class:description

A more detailed textual description for this class

  • dataType: string
# functional-classification:cofog:class:label

A label or display name for this class

  • dataType: string
  • labelOf: functional-classification:cofog:class:code
# functional-classification:cofog:code

The complete COFOG classification code, non level-specific

  • dataType: string
  • unique: True
# functional-classification:cofog:description

Description for this COFOG classification, non level-specific

  • dataType: string
# functional-classification:cofog:division:code

The COFOG ‘Division’ Level code

  • dataType: string
  • unique: True
# functional-classification:cofog:division:description

A more detailed textual description for this division

  • dataType: string
# functional-classification:cofog:division:label

A label or display name for this division

  • dataType: string
  • labelOf: functional-classification:cofog:division:code
# functional-classification:cofog:group:code

The COFOG ‘Group’ Level code

  • dataType: string
  • prior: functional-classification:cofog:division:code
  • unique: True
# functional-classification:cofog:group:description

A more detailed textual description for this group

  • dataType: string
# functional-classification:cofog:group:label

A label or display name for this group

  • dataType: string
  • labelOf: functional-classification:cofog:group:code
# functional-classification:cofog:label

Display name for this COFOG classification, non level-specific

  • dataType: string
  • labelOf: functional-classification:cofog:code

# Classifications: Functional (non-specific)

# functional-classification:generic:code

A code or unique identifier for the classification (not level specific)

  • dataType: string
  • unique: True
# functional-classification:generic:description

A longer descriptive text for this classification

  • dataType: string
# functional-classification:generic:label

A label, title or display name for the classification

  • dataType: string
  • labelOf: functional-classification:generic:code
# functional-classification:generic:level{1..8}:code

A code or unique identifier for the top level of the classification

  • dataType: string
  • unique: True
# functional-classification:generic:level{1..8}:description

A longer descriptive text for this level of the classification

  • dataType: string
# functional-classification:generic:level{1..8}:label

A label, title or display name for this level of the classification

  • dataType: string
  • labelOf: functional-classification:generic:level1:code

# Classifications: Economic (GFSM)

# economic-classification:gfsm:level{1..4}:code

A code or unique identifier for the top level of the classification

  • dataType: string
  • unique: True
# economic-classification:gfsm:level{1..4}:description

A longer descriptive text for this level of the classification

  • dataType: string
# economic-classification:gfsm:level{1..4}:label

A label, title or display name for this level of the classification

  • dataType: string
  • labelOf: economic-classification:gfsm:level1:code

# Classifications: Economic (non-specific)

# economic-classification:generic:code

A code or unique identifier for the classification (not level specific)

  • dataType: string
  • unique: True
# economic-classification:generic:description

A longer descriptive text for this classification

  • dataType: string
# economic-classification:generic:label

A label, title or display name for the classification

  • dataType: string
  • labelOf: economic-classification:generic:code
# economic-classification:generic:level{1..4}:code

A code or unique identifier for the top level of the classification

  • dataType: string
  • unique: True
# economic-classification:generic:level{1..4}:description

A longer descriptive text for this level of the classification

  • dataType: string
# economic-classification:generic:level{1..4}:label

A label, title or display name for this level of the classification

  • dataType: string
  • labelOf: economic-classification:generic:level1:code

# Classifications: Administrative

# administrative-classification:generic:code

A code or unique identifier for the classification (not level specific)

  • dataType: string
  • unique: True
# administrative-classification:generic:description

A longer descriptive text for this classification

  • dataType: string
# administrative-classification:generic:label

A label, title or display name for the classification

  • dataType: string
  • labelOf: administrative-classification:generic:code
# administrative-classification:generic:level{1..8}:code

A code or unique identifier for the top level of the classification

  • dataType: string
  • unique: True
# administrative-classification:generic:level{1..8}:description

A longer descriptive text for this level of the classification

  • dataType: string
# administrative-classification:generic:level{1..8}:label

A label, title or display name for this level of the classification

  • dataType: string
  • labelOf: administrative-classification:generic:level1:code
# activity:generic:contract:code

A code or unique identifier for the contract

  • dataType: string
  • prior: activity:generic:subproject:code
  • unique: True
# activity:generic:contract:label

A label, title or display name for this contract

  • dataType: string
  • labelOf: activity:generic:contract:code
# activity:generic:program:code

A code or unique identifier for the program

  • dataType: string
  • unique: True
# activity:generic:program:label

A label, title or display name for this program

  • dataType: string
  • labelOf: activity:generic:program:code
# activity:generic:project:code

A code or unique identifier for the project

  • dataType: string
  • prior: activity:generic:subprogram:code
  • unique: True
# activity:generic:project:label

A label, title or display name for this project

  • dataType: string
  • labelOf: activity:generic:project:code
# activity:generic:subprogram:code

A code or unique identifier for the subprogram

  • dataType: string
  • prior: activity:generic:program:code
  • unique: True
# activity:generic:subprogram:label

A label, title or display name for this subprogram

  • dataType: string
  • labelOf: activity:generic:subprogram:code
# activity:generic:subproject:code

A code or unique identifier for the sub-project

  • dataType: string
  • prior: activity:generic:project:code
  • unique: True
# activity:generic:subproject:label

A label, title or display name for this sub-project

  • dataType: string
  • labelOf: activity:generic:subproject:code
# budget-line-id

A unique identifier for this budget line

  • dataType: string
  • unique: True
# budgetary-transfers

Extra properties regarding whether the expenditure contains budgetary transfers

  • dataType: string
# direction

Specifies whether the values in this line are expenditure or revenues

  • dataType: string
  • unique: True
# phase:id

The phase identifier

  • dataType: string
  • unique: True
# phase:label

The phase display name

  • dataType: string
  • labelOf: phase:id
# expenditure-type:code

Unique identifier for the expenditure type

  • dataType: string
  • unique: True
# expenditure-type:label

Display name for the expenditure type

  • dataType: string
  • labelOf: expenditure-type:code
# fin-source:generic:code

A code or unique identifier for the financial source

  • dataType: string
  • unique: True
# fin-source:generic:label

Display name or title for the financial source

  • dataType: string
  • labelOf: fin-source:generic:code
# fin-source:generic:level{1..3}:code

A code or unique identifier for the top level of the financial source hierarchy

  • dataType: string
  • unique: True
# fin-source:generic:level{1..3}:label

Display name or title for the top level of the financial source hierarchy

  • dataType: string
  • labelOf: fin-source:generic:level1:code

# Geographic Information

# geo:generic:code

Unique identifier or code for Geographic feature specified in the data

  • dataType: string
  • unique: True
# geo:generic:codeList

Indicates a specific code list from which a Geographic identifier is drawn

  • dataType: string
  • unique: True
# geo:generic:title

The display name of the geographic feature

  • dataType: string
  • labelOf: geo:generic:code
# geo:source:code

Unique identifier or code for Geographic feature specified in the data

  • dataType: string
  • unique: True
# geo:source:codeList

Indicates a specific code list from which a Geographic identifier is drawn

  • dataType: string
  • unique: True
# geo:source:title

The display name of the geographic feature

  • dataType: string
  • labelOf: geo:source:code
# geo:target:code

Unique identifier or code for Geographic feature specified in the data

  • dataType: string
  • unique: True
# geo:target:codeList

Indicates a specific code list from which a Geographic identifier is drawn

  • dataType: string
  • unique: True
# geo:target:level{1..2}:code

Unique identifier or code for the Top Level Geographic feature specified in the data

  • dataType: string
  • unique: True
# geo:target:level{1..2}:title

The display name for the Top Level Geographic feature specified in the data

  • dataType: string
  • labelOf: geo:target:level1:code
# geo:target:title

The display name of the geographic feature

  • dataType: string
  • labelOf: geo:target:code