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30 changes: 20 additions & 10 deletions docs/activity_structure.rst
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How do I structure my data?
***************************

Activities can be defined in a way that makes sense for your organisation - e.g. they could be programmes, projects, or grants.
The IATI Standard uses the concept of 'activities', which can be defined in a way that makes sense for your organisation. Read more about `How to define an activity. <https://iatistandard.org/en/guidance/standard-overview/activity-information/activity-defined/>`_

This page provides some example models for describing different types of relationship between donors and recipients in the development funding chain. The four example models are project funding, program funding, partnerships and core funding.
The four models below illustrate different types of relationships between donors and recipients of development and humanitarian funding.

The first step in building your publication is to determine the kinds of activities your
publication should contain. Which of the models fits your situation best?
These models are not intended to be exhaustive, but they may help you identify the approach that best fits your organisation’s situation. In some cases, using a combination of models will provide a more complete picture of your organisation’s activities.

1. **Project** - any activity that is directly funded by a donor (or your own funds) and that leads to direct transfers to other organisations and/or expenditures.
Funding models
-------------------

2. **Programme** - activities which are subdivided into smaller activities. Funds are generally managed at the parent level, transfers or spending usually takes place at the ‘child’ level. Situations where direct co-funding is received at the child level can also be covered using this model. This model also works for basket or pooled funds.
1. :ref:`Project <project_funding>` - any activity that is directly funded by a donor (or your own funds), that leads to direct transfers to other organisations or expenditure.

3. **Partnerships** - designed for situations where your organisation works in a network or strategic alliance. Funding is generally received by one lead organisation and divided amongst partners on a programmatic level. Each member of the alliance or network then deploys its own activities.
2. :ref:`Programme <programme_funding>` - activities which are subdivided into smaller activities. Funds are generally managed at the 'parent' level, then spending usually takes place at the 'child' level.

4. **Core funding** - designed for situations where your organisation receives unearmarked funding, from which you fund one or more activities.
3. :ref:`Partnerships <partnerships>` - working a network or strategic alliance, funding is generally received by a lead organisation then divided amongst partners on a programmatic level.

4. :ref:`Core funding <core_funding>` - unearmarked funding, from which you fund one or more activities.

.. toctree::
:hidden:
:titlesonly:
:maxdepth: 3

project_funding
programme_funding
partnerships
core_funding

These models are not limitative, but provide an overall structure. A combination of different elements may be needed to give a clear picture of your activities
in IATI.
6 changes: 5 additions & 1 deletion docs/core_funding.rst
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.. _`core_funding`:
******************
4) Core funding
******************

Organisation A funds Organisation B (core funding). Organisation B carries out Activities B2.
Core funding describes situations where your organisation receives unearmarked funding, from which you fund one or more activities.

This often applies to multilateral organisations that pool funds from several donors:
[add_examples]
9 changes: 4 additions & 5 deletions docs/index.rst
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Introduction
**************************

.. warning::
These guidelines are in draft and are not yet finalised. This site is provided for display purposes.

These guidelines are for organisations that need to publish IATI data as a requirement for their funder. They have been developed in consultation with the following funders:

* Netherlands - Ministry of Foreign Affairs
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:caption: Structuring your data

activity_structure
project_funding
programme_funding
partnerships
core_funding


.. toctree::
Expand All @@ -48,6 +47,6 @@ This documentation site outlines what to publish, how to structure your data, an
:hidden:
:titlesonly:
:maxdepth: 3
:caption: FAQs
:caption: Common questions

linking_activity_to_funder
5 changes: 3 additions & 2 deletions docs/partnerships.rst
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.. _`partnerships`:
******************
3) Partnerships
******************

Organisation A funds Organisation B, as lead organisation of a Partnership with Organisation C.
A partnership is when your organisation works in a network or strategic alliance. Funding is generally received by one lead organisation and divided amongst partners on a programmatic level. Each member of the alliance or network then manages its own activities.

As part of Activity B, Organisation B starts Activities B1 and B2. As part of Activity B, Organisation B also transfers funds to Organisation C for its role in the Partnership.
[add examples]
5 changes: 3 additions & 2 deletions docs/programme_funding.rst
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.. _`programme_funding`:
*********************
2) Programme funding
*********************

Definition: an organisation is funded to carry out a specific program or series of activities. As a result of this funding, a series of activities are planned. Those activities lead to outflows from the organisation.
Programme funding applies where activities are divided into smaller sub-activities. Funds are usually managed at the parent level, while spending or transfers typically occur at the “child” level.

Organisation A funds Organisation B to carry out Activity B (a Program). As part of Activity B, Organisation B starts Activities B1 and B2.
This model can also accommodate situations where direct co-funding is received at the child level, as well as basket or pooled funding arrangements.
7 changes: 5 additions & 2 deletions docs/project_funding.rst
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.. _`project_funding`:
********************
1) Project funding
********************

Definition: an organisation is funded to carry out a specific activity. This activity leads to direct outflows from the organisation.
Project funding is provided to an organisation to carry out a specific activity, resulting in direct expenditure by the organisation.

[add examples]


**Direct project funding**: Organisation A funds Organisation B to carry out Activity B.
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