Uploading key budget documents

How to upload and categorise key budget documents to be easily discoverable

The key budget documents are shown on the departments list page for a given financial year.

We upload the documents to datasets in CKAN because it allows the regular documents to be categorised consistently, making it easy to find them alongside relevant data, and if someone is looking for all instances of the same document. It is then also possible to provide some guidance for how to use specific kinds of documents.

In the examples below,

• if the financial year is 2020-21, treat <financial year> as 2020-21

• for a provincial document, if the province is Limpopo, treat <province> as Limpopo

• etc

For each document, if the dataset title is the same, then the document should be uploaded as a different resource on the same dataset.

Always specify the the financial year in the Financial year field.

National budget documents

Always specify the sphere as National, with no provinces selected.

The key national budget documents are those on the year's budget page on treasury.gov.za

Original budget

Document	Dataset title	Resource title	Type	Group
Budget Speech video	National Budget Speech <financial year>	Budget Speech Webcast	Webcast	Budget Speeches
Budget Speech document	National Budget Speech <financial year>	Budget Speech		Budget Speeches
Estimates of National Expenditure	Estimates of National Expenditure <financial year> (same dataset as for the structured data)	Estimates of National Expenditure full document		Estimates of National Expenditure
Budget highlights	National Budget Highlights <financial year>	Budget Highlights		Budget Highlights
People's guides	National Budget People's Guide	People's Guide - <language> One resource per language		People's Guides
Budget Review	National Budget Review <financial year>	Budget Review		Budget Reviews
Appropriation bill	National Appropriation Bill <financial year>	Appropriation Bill (if the bill reference like B2-2020 is available, it's ok to include that)		Appropriation Bills
Division of Revenue bill (see full details)	Division of Revenue Bill	Division of Revenue Bill		Division of Revenue Bills
Tax pocket guide	Tax Pocket Guide <financial year>	Budget <year> Tax Guide (if the title it has on the page makes more sense, us that.		Tax Pocket Guides
Any additional documents listed as key documents, which don't occur each year.	See classification guide			Occasional Budget Documents

Adjusted Budget

	Dataset title	Resource title	Type	Group
Medium Term Budget Policy Statement	Medium Term Budget Policy Statement <financial year>	Medium Term Budget Policy Statement		Medium Term Budget Policy Statements
MTBPS speech document	MTBPS Speech <financial year>	MTBPS Speech		Medium Term Budget Policy Statement Speeches
MTBPS Speech webcast	MTBPS Speech <financial year>	MTBPS Speech	Webcast	Medium Term Budget Policy Statement Speeches
Adjusted Estimates of National Expenditure	Adjusted Estimates of National Expenditure <financial year>	Adjusted Estimates of National Expenditure		Adjusted Estimates of National Expenditure
Division of Revenue Amendment Act	Division of Revenue Amendment Bill <financial year>	Division of Revenue Amendment Act		Division of Revenue Amendment Bills
Division of Revenue Amendment Bill	Division of Revenue Amendment Bill <financial year>	Division of Revenue Amendment Bill		Division of Revenue Amendment Bills
Adjustments Appropriation Bill	National Adjustments Appropriation Bill <financial year>	Adjustments Appropriation Bill		Adjustments Appropriation Bill
Rates and Monetary Amounts and Amendment of Revenue Laws Bill	Rates and Monetary Amounts and Amendment of Revenue Laws Bill <financial year>	Rates and Monetary Amounts and Amendment of Revenue Laws Bill		Rates and Monetary Amounts and Amendment of Revenue Laws Bills
Tax Administration Laws Amendment Bill	Tax Administration Laws Amendment Bill <financial year>	Tax Administration Laws Amendment Bill		Tax Administration Laws Amendment Bills
Taxation Laws Amendment Bill	Taxation Laws Amendment Bill <financial year>	Tax Administration Laws Amendment Bill		Taxation Laws Amendment Bill

Provincial budget documents

The documents for each province are under directories for that document type

Original Budget

Document	Dataset title	Resource title	Group
Budget Speech	<province> Budget Speech <financial year>	Budget Speech	Budget Speeches
Appropriation Bill	<province> Appropriation Bill <financial year>	Appropriation Bill	Appropriation Bills
Appropriation Act	<province Appropriation Bill <financial year>	Appropriation Act	Appropriation Bills
Estimates of Provincial Revenue and Expenditure	<province> Estimates of Provincial Revenue and Expenditure <financial year>	Estimates of Provincial Revenue and Expenditure	Estimates of Provincial Revenue and Expenditure (note this is different from the Estimates of Provincial Expenditure group, which is for structured data of all provinces in one file)
Budget Overview of Provincial Expenditure	<province> Budget Overview <financial year>	Budget Overview	Budget Reviews
Guide to the budget	<province> <their title> <financial year> e.g. Gauteng Socio-Economic Review and Outlook 2016-17 or Limpopo People's Guide to the Budget 2019-20	<their title>	People's Guides
Provincial allocations to schools and municipalities ( in terms of Section 30(2) of the 2015 Division of Revenue Act)	<province> Provincial allocations in terms of Section 30(2) of the <year> Division of Revenue Act	Provincial allocations in terms of Section 30(2) of the 2015 Division of Revenue Act	Provincial allocations
Estimates of Provincial Revenue and Expenditure standardised tables in Excel format	<province> Estimates of Provincial Revenue and Expenditure <financial year>	Estimates of Provincial Revenue and Expenditure standardised tables	Estimates of Provincial Revenue and Expenditure
Any additional documents listed as key documents, which don't occur each year.	See classification guide		Occasional Budget Documents

Adjusted Budget

Document	Dataset title	Resource title	Group
Adjusted Estimates of Provincial Revenue and Expenditure	<province> Adjusted Estimates of Provincial Revenue and Expenditure <financial year>	Adjusted Estimates of Provincial Revenue and Expenditure	Adjusted Estimates of Provincial Revenue and Expenditure
Adjusted Estimates of Provincial Revenue and Expenditure standardised tables in Excel format	<province> Adjusted Estimates of Provincial Revenue and Expenditure <financial year>	Adjusted Estimates of Provincial Revenue and Expenditure standardised tables	Adjusted Estimates of Provincial Revenue and Expenditure
Adjustment Appropriation Bill	<province> Adjustment Appropriation Bill <financial year>	Adjustment Appropriation Bill	Adjustment Appropriation Bills