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Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources...

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Tim Davies (@timdavies | [email protected]) Open Government Network: Romania April 30, 2015 Exploring the Data Standard
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Page 1: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Tim Davies (@timdavies | [email protected])

Open Government Network: Romania April 30, 2015

Exploring the Data Standard

Page 2: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Overview1. What?

Introducing Open Contracting and the Open Contracting Data Standard

2. Why? The value of adopting OCDS

3. When & where? Exploring sources of contracting data

4. Who? Building around user needs

5. How? The technical implementation of OCDS

Page 3: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

What? 1

Page 4: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

4

What is Open Contracting?

Page 5: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

5

Disclosure Participation

Page 6: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

We open up public contracting through disclosure, data and

participation….

Page 7: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

… so that the trillions of dollars spent every year on

providing goods and services to citizens deliver on their promise of public benefit

Page 8: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

The Open Contracting Partnership (OCP)Started as a collaboration, based in the World Bank:

OCP became an independent organisation at the start of 2015: headquartered at the OpenGovHub in DC

Developed a prototype data standard, launched Nov 2014

Launched data standard helpdesk in March 2015

Page 9: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

What is the Data Standard?

Planning Tender Award Contract Implementation

The data standard describes how to disclose documents and data at, and about, each stage of a contracting process…

Page 10: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

10

Documents &notices

Buyer & supplierIDs

Key dates & durations

Contract value& transactions

Line-items Milestones& progress

Locationinformation

Joined-up data links

What to publish…

Page 11: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

11

How to publish it…

JSON

[ REST ]

More on this later…

Page 12: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Why? 2

Page 13: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Why disclosure & open data?• Fighting corruption

• Enabling better planning & citizen engagement

• Increasing competition

• Getting better value for money

• Improving accountability

Data + Documents

Open Data

Page 14: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Why use OCDS?1. Designed around publisher and user need

The standard has been developed through in-depth research looking at supply-side and demand-side needs;

2. Interoperability: generating joined-up data Making it easier to compare procurement across borders, and re-use existing tools, analysis and workflows;

3. Benchmarking disclosureProviding a framework for progressively improve disclosure across the whole contracting process;

4. A growing ecosystem of tools and services Off-the-shelf tools to validate, convert and visualise data (coming soon);

5. Community governedExtensible, and held in trust by the Open Contracting Partnership;

Page 15: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

When & where?

3

Page 16: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

A contracting process…

Planning Tender Award Contract Implementation

Page 17: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Two contracting processes…Award Contract ImplementationTenderPlanning

Award Contract ImplementationTenderPlanning

Page 18: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Discussion:where is the data in Romania?

Page 19: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Where is the data?

Planning Tender Award Contract Implementation

Page 20: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Where is the data?

Documents &notices

Buyer & supplierIDs

Key dates & durations

Contract value& transactions

Line-items Milestones& progress

Locationinformation

Joined-up data links

Page 21: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Joining it up…

Open Contracting Identifier

ocid

One identifier per contracting process

Globally unique

Page 22: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Who? 4

Page 23: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Focus on user need…

Government:seeking value

for money

Corruption hunter:detecting fraud

& corruption

SMEs:competing for public

contracts

CSOs:monitoring service

delivery

Page 24: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Taking stock

Data capture <—————> Disclosure & standards

Page 25: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

How? 5

Page 26: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

http://standard.open-contracting.org

Page 27: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Releases & records• Publish a JSON release for each stage of the contracting process

Including amendments and changes.

• Publish a record that presents a snapshot state The record should include links to each release, plus compiled content showing the current state of the contract.

Page 28: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

• UK Contracts Finder has an API - We can use this to check for each time information about a contracting process changes, and to create a release. We use fields, structures and code lists from OCDS;

• Each release can be made available at its own URI

• Each releases links to key documents held externally

• The record provides an index of releases

• The compiled record tells us the state of the contracting process right now - and shows the change history.

• (We can bundle together release and records in ‘release packages’ or ‘record packages’, and can covert them on bulk to flat formats for bulk download)

Worked example (tbc)

Page 29: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation
Page 30: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation
Page 31: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Implementation levels

5 ½

Page 32: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Look at what you collect, what you can publish, and how to step-by-step improve data publication

Step 1: Focus on priority fields

Page 33: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Step 2: Start small, and scale up…

…using the 5

☆ ☆ Provide machine-readable data about contracts

☆ ☆ ☆ Structure data using the OCDS standards

☆ ☆ ☆ ☆ Use best practices for open data on the web

☆ ☆ ☆ ☆ ☆ Make links to other datasets

☆ Upload basic open contracting information to the web

☆ ’s of open data.

Page 34: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

☆ Upload basic open contracting information to the web

Googlehttp://open-contracting.midfordshire.gov

Open Contracting Pages

•Procurement Plans •Tender Notices •Bidding Documents •Technical Specifications •Evaluation Criteria •Award Notices •Contract Notices •Signed contracts •Completion certificate

Share documents for each contracting

process

Page 35: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

ocid tag tender/title tender/value/amounttender/value/currency tender/award/amount

ocds-abcde01-1234

ocds-abcde01-1234

ocds-abcde01-1234

tender

tenderAmendment

award

USD

Building a data standard

Building a data standard

Building a data standardUSD

$80,000

$90,000

$75,000

☆ ☆ Provide machine-readable data about contracts

ocid award/id supplier/identifier/scheme supplier/identifier/legalNamesupplier/identifier/id

ocds-abcde01-1234

ocds-abcde01-1234

ocds-abcde01-5316

US-EIN

supplier/name

GB-COH

ocds-abcde01-1234/A1

ocds-abcde01-1234/A2

262852431 World Wide Web Foundation Open Data Team

Aptivate04980791 Aptivate Ltd

ocds-abcde01-5316/A1 X-LOCAL 1235678 Data TeamDepartment of Data

Use, or map to, OCDS fields…

…one row per release

And break-out tables to share extra context…

Allowing users to access, combine, search and sort information on contracting processes.

☆ Upload basic open contracting information to the web

Page 36: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

☆ ☆ ☆ Structure data using the OCDS standards

JSON

Follow the JSON schema to provide releases and records for download…

At 3 ☆s you are OCDS compliant……but you can go further…

…direct from your database……or mapping from existing systems.

OCDS

☆ ☆ Provide machine-readable data about contracts

Page 37: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

☆ ☆ ☆ ☆ Use best practices for open data on the web

http://yoursite.gov/ocds/release/1OCDS

http://yoursite.gov/ocds/release/2OCDS

http://yoursite.gov/ocds/release/3OCDS

Each release at its own URI (web link)

Support data discovery and provide an API

Persistent, kept available in the same

place on the web

☆ ☆ ☆ Structure data using the OCDS standards

Page 38: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

☆ ☆ ☆ ☆ ☆ Make links to other datasets

Providing links to other datasets supports the creation of ‘joined up data’ - increasing the usability and value of a

contracts dataset

☆ ☆ ☆ ☆ Use best practices for open data on the web

Page 39: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

☆ ☆ ☆ ☆ Use best practices for open data on the web

Use the helpdesk

[email protected]

http://standard.open-contracting.org/get-involved

Community mailing list & hang-outs

Page 40: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Looking ahead

-

Page 41: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

☆ ☆ ☆ ☆ Use best practices for open data on the web

Looking ahead

May/June 2015: new tools, new publishers, governance model for standard

August 2015: Version 1.1 Incorporating location and bidding information

Autumn/Winter 2015: Extractives extensions

Ongoing: Helpdesk on hand to support publishersget data online.

Page 42: Exploring the Data Standard€¦ · The value of adopting OCDS 3. When & where? Exploring sources of contracting data 4. Who? Building around user needs 5. How? The technical implementation

Discussion


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