The process to upgrade the IATI Standard to version 2.03 is under way - you can find details of how to participate here and the timeline for this process here.

This post contains the master index of proposals which will be the central reference point for all consultations. It is being updated as the consultation progresses. Last updated 16/06/2017.

  1. **1. Inclusions**
  1. **3. Guidance**
  • Changes and/or additions to guidance have been included below for reference. While they can be updated at anytime and do not require consensus into the formal upgrade process, the below posts will be reviewed as part of the 2.03 standard upgrade process

Comments (25)

John Adams
John Adams

Does anyone have the 2.03 proposals in a spreadsheet format?

I’d like to be able to review them with the team in bulk - looking for opportunities to improve our stuff - and also likely challenges…

Petya Kangalova
Petya Kangalova

John Adams Currently we don’t have all proposals in a spreadsheet format. I’ll be creating one now for the next stage of the upgrade, including all proposals under consideration, and will post it by early next week at the very latest.

Bill Anderson
Bill Anderson

Progress as of 16 August

We are behind schedule for two reasons:

  • Firstly, there have been a number of private communications questioning the content of this upgrade and requesting a postponement until after the Members’ Assembly. My response to these requests has been to ask those involved to voice their concerns in public on this site. Furthermore decimal upgrade rules require consensus for items to be included and it is thus the prerogative of any IATI member to object to any or all proposals. (A paper destined for the Members’ Assembly on revised upgrade proposals will be published on this site next week. I trust we can thrash it into a workable agreement before we get to Rome.)
  • Secondly discussions have been ongoing on a number of the new proposals relating to Results and Humanitarian issues. Our rules allow for an extension of the consultation period in order to try and reach consensus.

Here is a link to a table summarising progress we have made to date.

[Update - 18 August. Rows with consensus (Yes) or (No) in parentheses show the expected outcome based on current interactions.]

To explain the table:

  • The first column shows the type of change
  • Management (of codelists and organisation identifiers)
  • Modifications to the existing standard
  • New content
  • The second column is a thematic description of the content
  • Codelist management
  • Humanitarian
  • Miscellaneous
  • Results
  • Traceability and Hierarchies
  • The third column is the state of consensus
  • Yes = consensus
  • No = objections have been received that have not been resolved
  • ? = item requires further subject matter expertise input or clarification of queries that may lead to objections

Before moving ahead I would like to point out that we are lacking consensus on all humanitarian proposals. If we are to go ahead with the upgrade at this stage, excluding all proposals on which we do not currently have consensus, what message is this going to send to the world about IATI’s commitment to being fit-for-purpose for humanitarian publishing?

I would also like to point out that the community committed to improving results publishing is divided and consensus has not been reached on a couple of new proposals. The bigger pity is that many of these divisions are not being aired in public.

(As an exercise in transparency this upgrade has had it challenges …)

Can we make one last effort to find common ground on some of these issues?


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Andy Lulham
Andy Lulham


Andy Lulham See this topic for the discussion on earmarking humanitarian aid activities in IATI and this topic for our more general concerns about the alignment of the IATI standard with IATI’s mission and goals.

Thanks Herman van Loon . But as you demonstrate, those are things that have been posted in public. I’m referring to the “divisions … not being aired in public” that Bill Anderson mentions. I’d love to see a policy of IATI republishing those, in order to facilitate informed discussions.

Andy Lulham
Andy Lulham

The bigger pity is that many of these divisions are not being aired in public.

(As an exercise in transparency this upgrade has had it challenges …)

Could it be made clear that private communications will be made public so that these can then be reposted (either anonymously or otherwise)? Then a more complete picture is at least available to everyone.

John Adams
John Adams

What has happened the Cash Transfers proposal? Are there proposals elsewhere that cover that? Bill Anderson Petya Kangalova Nick Imboden

John Adams
John Adams

It’s great that there seems to be emerging consensus on the Results and other issues. Thanks everyone for coming together and constructively trying to seek solutions.

We would like to achieve consensus for the remaining items on the table, particularly the humanitarian elements. In order to do that, we would like to hold a group conference call.

We want to make sure we have a good range of people on the call, so that we can hear a number of voices, including from those who wish to use the data effectively.

The IATI Tech Team will set up the call, please do your best to participate and help us to reach consensus.

Bill Anderson
Bill Anderson

If anyone is aware of colleagues who should be on this call but who are on leave until the end of August, could you put a placeholder on the poll for them?

John Adams
John Adams

All, last chance to register on the Doodle poll for the call on humanitarian upgrades to 2.03.

Flagging to theo.sande Herman van Loon Yohanna Loucheur and anyone else who would like to be involved.

Bill Anderson
Bill Anderson

The call to discuss humanitarian issues will take place on Tuesday 5 September at:

09:00 – 10:00 US EDT
14:00 - 15:00 UK BST
15:00 – 16:00 Europe CEST

Connect via internet at

Or dial in using your phone.

Access Code: 490-513-717

United Kingdom: +44 330 221 0097
United States: +1 (312) 757-3117
Canada: +1 (647) 497-9373
Denmark: +45 32 72 03 69
France: +33 170 950 590
Germany: +49 692 5736 7300
Ireland: +353 15 360 756
Netherlands: +31 207 941 375
Sweden: +46 853 527 818

15 of the 20 participants in the Doodle poll indicated that they could make this time. We will get in touch with all those unable to make this time before the call to include any input you may have, and after to report back.

Bill Anderson
Katharina Hanifnia
Katharina Hanifnia

Thank you very much for organising the humanitarian IATI call yesterday. The discussions were very interesting with positive progress.

I wanted to enquire whether a short readout/summary of the meeting will be made available and, if so, when?

Thank you very much.

IATI Technical Team
IATI Technical Team

Katharina Hanifnia Thank you again for attending the consultation call and apologies for the delayed response.

We have now responded to each individual post that was on the agenda of the consultation call with the outcome of the discussion. We will not be adding a summary of the discussion, but if you have any specific questions or you require clarification, please respond directly to the individual posts.

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