# ThreeSixtyGiving Standard Extension for DEI

Warning

This is a work in progress. It has not been approved yet.

## Schema

Warning

This is a work in progress. It has not been approved yet.

### Schema

#### Overall schema

For each grant, there is a new property deiDetails. This contains three properties: leadership, mission, and project which are all instances of DEI Application Area.

The DEI Application Area object contains some question-level metadata about how a question was asked (if it was asked), the reply status, and the options available to the respondant as well as some other fields. Each DEI Application Area also contains a response property containing the details of the response, taking the format of a DEI Response.

Each DEI Response contains fields for containing the answers given to that application area. There are spaces for a list of taxonomyCodes, as well as for the free-text entry fields for livedExperience and geography.

#### Reference

These is an overview of the extension schema structures.

Title | Description | Type | Format | Required
--- | --- | --- | --- | ---
`deiDetails` | object |  |
DEI Details | The DEI Details for this grant. Contains information about separate application areas and the responses to them.
`deiDetails/leadership` | object |  | Required
DEI Application Area | A DEI Application area used to collect information about whether a particular question was asked, responded to, and additional information. It also contains the response information under the Response fields.
`deiDetails/leadership/askedStatus` | string |  | Required
Asked Status | A code referring to how this question was asked. The value for this field should be drawn from the Asked Status codelist.
`deiDetails/leadership/replyStatus` | string |  |
Reply Status | A code referring to the status of the reply to this question. The value for this field should be drawn from the Reply Status codelist.
`deiDetails/leadership/availableOptions` | array[string] |  |
Available Options | Code(s) referring to options which were available when the question was asked. The value for these codes should be drawn from the Available Options codelist.
`deiDetails/leadership/purposes` | string |  |
Purposes | The purposes of collecting this data.
`deiDetails/leadership/additionalDetails` | string |  |
Additional Details | A free text field to include any additional details or rationales that may be important to this context.
`deiDetails/leadership/response` | object |  |
DEI Response | A response to a DEI Application area, containing information such as the taxonomy codes selected and any lived experience or geography responses.
`deiDetails/leadership/response/taxonomyCodes` | array[string] |  |
Taxonomy Codes | The Taxonomy Codes selected from the DEI Taxonomies
`deiDetails/leadership/response/livedExperience` | string |  |
Lived Experience | Description provided that are not drawn from a vocabulary but instead derived from lived experience
`deiDetails/leadership/response/geography` | string |  |
Geography | Description provided that are not drawn from a vocabulary but instead drawn from Geography
`deiDetails/mission` | object |  | Required
DEI Application Area | A DEI Application area used to collect information about whether a particular question was asked, responded to, and additional information. It also contains the response information under the Response fields.
`deiDetails/mission/askedStatus` | string |  | Required
Asked Status | A code referring to how this question was asked. The value for this field should be drawn from the Asked Status codelist.
`deiDetails/mission/replyStatus` | string |  |
Reply Status | A code referring to the status of the reply to this question. The value for this field should be drawn from the Reply Status codelist.
`deiDetails/mission/availableOptions` | array[string] |  |
Available Options | Code(s) referring to options which were available when the question was asked. The value for these codes should be drawn from the Available Options codelist.
`deiDetails/mission/purposes` | string |  |
Purposes | The purposes of collecting this data.
`deiDetails/mission/additionalDetails` | string |  |
Additional Details | A free text field to include any additional details or rationales that may be important to this context.
`deiDetails/mission/response` | object |  |
DEI Response | A response to a DEI Application area, containing information such as the taxonomy codes selected and any lived experience or geography responses.
`deiDetails/mission/response/taxonomyCodes` | array[string] |  |
Taxonomy Codes | The Taxonomy Codes selected from the DEI Taxonomies
`deiDetails/mission/response/livedExperience` | string |  |
Lived Experience | Description provided that are not drawn from a vocabulary but instead derived from lived experience
`deiDetails/mission/response/geography` | string |  |
Geography | Description provided that are not drawn from a vocabulary but instead drawn from Geography
`deiDetails/project` | object |  | Required
DEI Application Area | A DEI Application area used to collect information about whether a particular question was asked, responded to, and additional information. It also contains the response information under the Response fields.
`deiDetails/project/askedStatus` | string |  | Required
Asked Status | A code referring to how this question was asked. The value for this field should be drawn from the Asked Status codelist.
`deiDetails/project/replyStatus` | string |  |
Reply Status | A code referring to the status of the reply to this question. The value for this field should be drawn from the Reply Status codelist.
`deiDetails/project/availableOptions` | array[string] |  |
Available Options | Code(s) referring to options which were available when the question was asked. The value for these codes should be drawn from the Available Options codelist.
`deiDetails/project/purposes` | string |  |
Purposes | The purposes of collecting this data.
`deiDetails/project/additionalDetails` | string |  |
Additional Details | A free text field to include any additional details or rationales that may be important to this context.
`deiDetails/project/response` | object |  |
DEI Response | A response to a DEI Application area, containing information such as the taxonomy codes selected and any lived experience or geography responses.
`deiDetails/project/response/taxonomyCodes` | array[string] |  |
Taxonomy Codes | The Taxonomy Codes selected from the DEI Taxonomies
`deiDetails/project/response/livedExperience` | string |  |
Lived Experience | Description provided that are not drawn from a vocabulary but instead derived from lived experience
`deiDetails/project/response/geography` | string |  |
Geography | Description provided that are not drawn from a vocabulary but instead drawn from Geography

#### asked_status values

The values in the asked_status property are:

askedStatus options
Code | Title | Description
--- | --- | ---
AS100 | Not Asked Not Applicable | Not asked because this was not applicable to this situation
AS101 | Not Asked Historical Data | Not asked because this grant was made before any DEI process was adopted
AS200 | Asked During The Application Process | This was asked before a decision was made to award the grant
AS201 | Asked After The Application Process | This was asked after a decision was made to award the grant

Note every option starts with either:

- NOT_ASKED to indicate the question was not asked for some reason

- ASKED to indicate the question was asked at some point

This should make it easy to filter the data for only one of these 2 options.

#### available_options values

The values in the available_options list property are:

availableOptions options
Code | Title | Description
--- | --- | ---
AO100 | Taxonomy Population Group | The respondant may select the DEI Taxonomy codes referring to Population Group
AO101 | Taxonomy Category | The respondant may select the DEI Taxonomy codes referring to Categories within a Population Group
AO102 | Taxonomy Subcategory | The respondant may select the DEI Taxonomy codes referring to Subcategories within a Category
AO200 | Geography | The respondant may enter a description of the relevant geography in a field
AO201 | Lived Experience | The respondant may enter a description of the relevant lived experience in a field
AO300 | General | The respondant may declare that this is general and therefore not aimed at or consisting of a specific group of people
AO301 | Prefer Not To Say | The respondant may select an option that they prefer not to say

#### reply_status values

The values in the reply_status property are:

reply_status options
Code | Title | Description
--- | --- | ---
RS100 | No Reply | No reply was received
RS200 | Reply Got | A reply was received
RS201 | Reply was General | The reply is general and is not aimed at or does not consist of a specific group of people
RS202 | Reply was Prefer not to say | The reply was Prefer not to say
RS203 | Reply Got but no permissions | A reply was received but is not permitted to be shared as open data

Note every option starts with either:

- NO_REPLY to indicate a reply was not received for some reason

- REPLY to indicate a reply was received at some point

This should make it easy to filter the data for only one of these 2 options.

#### codes values

The values in the codes array are from the taxonomy, and must follow the rules explained there. Taxonomy

### Examples

#### Not asked because not applicable

A funder has decided that these questions are not applicable and has not asked them at all.

    {
        "id": "EG-NOT-APPLICABLE",
        "title": "Test Grant: Not Asked, Not Applicable",
        "description": "An example grant where the funder did not ask any questions because they are not applicable",
        "currency": "GBP",
        "amountAwarded": 1000,
        "awardDate": "2021-01-01T00:00:00Z",
        "fundingOrganization": [
            {
                "id": "example-funder-001",
                "name": "Example Funding Organisation"
            }
        ],
        "recipientOrganization": [
            {
                "id": "example-recipient-001",
                "name": "Example Recipient Organisation"
            }
        ],
        "deiDetails": {
            "leadership": {
                "askedStatus": "AS100"
            },
            "mission": {
                "askedStatus": "AS100"
            },
            "project": {
                "askedStatus": "AS100"
            }
        }
    }

#### Asked after grant was made and no reply was received

A funder has asked people it recently made grants to to answer the DEI questions, but no reply has been received from the organisation.

    {
        "id": "EG-001-ASKED-AFTER-APPLICATION",
        "title": "Example Grant: Asked After Application with No Reply",
        "description": "An example grant where the DEI data was asked for after the application process, but there has been no reply",
        "currency": "GBP",
        "amountAwarded": 1000,
        "awardDate": "2021-01-01T00:00:00Z",
        "fundingOrganization": [
            {
                "id": "example-funder-001",
                "name": "Example Funding Organisation"
            }
        ],
        "recipientOrganization": [
            {
                "id": "example-recipient-002",
                "name": "Example Recipient Organisation"
            }
        ],
        "deiDetails": {
            "leadership": {
                "askedStatus": "AS201",
                "replyStatus": "RS100",
                "availableOptions": [
                    "AO100",
                    "AO101",
                    "AO102",
                    "AO200",
                    "AO201"
                ]
            },
            "mission": {
                "askedStatus": "AS201",
                "replyStatus": "RS100",
                "availableOptions": [
                    "AO100",
                    "AO101",
                    "AO102",
                    "AO200",
                    "AO201"
                ]
            },
            "project": {
                "askedStatus": "AS201",
                "replyStatus": "RS100",
                "availableOptions": [
                    "AO100",
                    "AO101",
                    "AO102",
                    "AO200",
                    "AO201"
                ]
            }
        }
    }

#### A simple example

A funder has asked people it recently made grants to to answer the DEI questions, and got a reply. The “dei_classification_available_options” field is missing.

    {
        "id": "EG-SIMPLE-EXAMPLE",
        "title": "Example Grant: A Simple Grant with DEI Details",
        "description": "A simple grant with a basic DEI response",
        "currency": "GBP",
        "amountAwarded": 1000,
        "awardDate": "2021-01-01T00:00:00Z",
        "fundingOrganization": [
            {
                "id": "example-funder-001",
                "name": "Example Funding Organisation"
            }
        ],
        "recipientOrganization": [
            {
                "id": "example-recipient-001",
                "name": "Example Receipient Organisation"
            }
        ],
        "deiDetails": {
            "leadership": {
                "askedStatus": "AS200",
                "replyStatus": "RS200",
                "availableOptions": [
                    "AO100",
                    "AO101",
                    "AO102"
                ],
                "purposes": "Monitoring",
                "response": {
                    "taxonomyCodes": [
                        "DEI020330"
                    ]
                }
            },
            "mission": {
                "askedStatus": "AS200",
                "replyStatus": "RS200",
                "availableOptions": [
                    "AO100",
                    "AO101",
                    "AO102"
                ],
                "purposes": "Monitoring",
                "response": {
                    "taxonomyCodes": [
                        "DEI020000"
                    ]
                }
            },
            "project": {
                "askedStatus": "AS200",
                "replyStatus": "RS200",
                "availableOptions": [
                    "AO100",
                    "AO101",
                    "AO102"
                ],
                "purposes": "Monitoring",
                "response": {
                    "taxonomyCodes": [
                        "DEI020000"
                    ]
                }
            }
        }
    }

### JSON Schema

You can download the JSON Schema merge file for the 360-giving-schema.json standard file.

You can download the JSON Schema file 360-giving-schema.json with both elements from the standard and the extension.

Warning

This is a work in progress. It has not been approved yet.

## Taxonomy

This is the DEI taxonomy for use with this extension. The vocabulary value should be DEI when this is used.

It is possible to use other taxonomies with this extension.

### Machine Readable

You can get this Taxonomy data in JSON format here.

### DEI01 - Communities experiencing racial inequity

Communities that experience inequity as a result of their race or ethnic group. Ethnic group refers to the group that people self identify with, which may be related to their national/geographical origin, skin colours, and other identities. This is often referred to as “Black, Asian and Minority Ethnic” or BAME.

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI010000 |  | Communities experiencing racial inequity | Organisations working on racial justice or supporting people from multiple communities
DEI010100 |  | Black / African / Caribbean / Black British | Mixed Black/ Black British
| DEI010110 | African |
| DEI010120 | Caribbean |
| DEI010199 | Any other Black/ African/ Caribbean background |
DEI010200 |  | Mixed | Mixed groups
| DEI010210 | White and Black |
| DEI010220 | White and Asian |
| DEI010299 | Any other Mixed / Multiple ethnic background |
DEI010300 |  | Asian / Asian British | Mixed Asian/ Asian British
| DEI010310 | Indian |
| DEI010320 | Pakistani |
| DEI010330 | Bangladeshi |
| DEI010340 | Chinese |
| DEI010399 | Any other Asian background |
DEI019900 |  | Other Group experiencing ethnic or racial inequity |
| DEI019910 | Arab |
| DEI019920 | Jewish |
| DEI019930 | Gypsy, Roma and Traveller Communities |
| DEI019999 | Any other Ethnic group |

### DEI02 - Disabled people

self-identify as disabled, with particular impairments, which have a long-term impact on quality of life

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI020000 |  | Disabled people | Working with people across multiple disabilities
DEI020100 |  | Physical Impairment | Working with people with multiple or different physical impairments
| DEI020110 | Mobility | Physical/mobility impairment, such as a difficulty using your arms or mobility issues which require you to use a wheelchair or crutches
| DEI020120 | Visual impairment/ partial sight/sight loss | Visual impairment, such as being blind or having a serious visual impairment
| DEI020130 | Hard of hearing/ deaf/ hearing loss | Hearing impairment, such as being deaf or having a serious hearing impairment
| DEI020140 | Speech impairment | Impaired ability to produce speech sounds
DEI020200 |  | Mental Health | Mental health condition or experience, such as depression or psychosis or addiction that impacts people’s lives
DEI020300 |  | Cognitive differences | Multiple or different cognitive differences
| DEI020310 | Learning disability | A reduced intellectual ability and difficulty with everyday activities which affects someone for their whole life, such as Down’s Syndrome
| DEI020320 | Learning difficulty | Learning difficulties such as dyslexia and ADHD
| DEI020330 | Neurodivergent | Cognitive difference such as autistic spectrum disorder where individuals are impacted by the social environment
DEI020400 |  | Health | Long-standing illness or health condition, such as cancer, HIV, diabetes, chronic heart disease or epilepsy, or other rare conditions
DEI029900 |  | Other | Other - An impairment, medical condition or environmental disadvantage that is not listed above

### DEI03 - Faith communities

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI030000 |  | Faith | Interfaith and multi-faith groups
DEI030100 |  | Catholic | People who describe their faith as Catholic or Roman Catholic
DEI030200 |  | Protestant | Anglicans, Adventists, Baptists, Methodists, Pentecostals, Presbyterians, Religious Society of Friends, Reformed Churches and other Protestant denominations
DEI030300 |  | Other Christian denominations | Orthodox and other denominations
DEI030400 |  | Buddhist |
DEI030500 |  | Hindu |
DEI030600 |  | Jewish |
DEI030700 |  | Muslim |
DEI030800 |  | Sikh |
DEI030900 |  | Atheist |
DEI031000 |  | Agnostic |
DEI039900 |  | Other | Other faiths and beliefs

### DEI04 - LGBT+ People

Lesbian, Gay, Bisexual and Trans + people

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI040000 |  | LGBT+ People | Working with LGBT+ people with multiple identities
DEI040100 |  | Bisexual people | All bisexual people
| DEI040110 | Bisexual men |
| DEI040120 | Bisexual women |
DEI040200 |  | Gay men |
DEI040300 |  | Lesbian/gay women |
DEI040400 |  | Transgender people | All transgender people
| DEI040410 | Trans men |
| DEI040420 | Trans women |
DEI040500 |  | Non-binary people |
DEI049900 |  | Other | Other LGBT+ People, including queer and intersex people

### DEI05 - Migrants

Groups who are first generation and/or recent migrants to the UK

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI050000 |  | Migrants | Migrants with multiple status
DEI050100 |  | Asylum seekers |
DEI050200 |  | Refugees |
DEI050300 |  | Undocumented People |
DEI059900 |  | Other Migrants | This includes other migrants with official immigration status, e.g. international students; and who are naturalised British

### DEI06 - Older people

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI060000 |  | Older People | Typically those aged 60 and over

### DEI07 - Children and Young People

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI070000 |  | Children and Young People | Typically people under 26 but sometimes people under 19
DEI070100 |  | Young adults | Typically young people from 16 to 25 years of age
DEI070200 |  | Young people | Typically young people from 8 to 25
DEI070300 |  | Children | Under 16
DEI070400 |  | Infants | Under 2 years of age

### DEI08 - People who are educationally or economically disadvantaged

self-identify as from an economically and/ or educationally disadvantaged background, including working class backgrounds, with long-term impact on their life outcomes; also people currently experiencing financial hardship

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI080000 |  | People who are educationally or economically disadvantaged | This will be defined by the organisation, such as children eligible for free school meals or for adults were eligible for free school meals as a child, families receiving benefits or universal credit, people who are homeless, people who did not complete formal education or otherwise considered in deprivation or poverty etc.

### DEI09 - Women and girls

Those who identify and live as women and girls

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI090000 |  | Women and girls | Those who identify and live as women and girls

### DEI70 - Welsh Language Speaking

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI700000 |  | Welsh Language Speaking |

### DEI80 - Community background

Category | Sub-Category | Name | Description
--- | --- | --- | ---
DEI800010 |  | The Protestant community |
DEI800020 |  | The Catholic community |
DEI800030 |  | Neither |

## Form

Warning

This is a work in progress. It has not been approved yet.

### Demo

### Setup

Q1
Q2
Q3
Include
Geography
Lived Experience
This is general and is not aimed at or consists of a specific group of people
Prefer not to say (Not recommended)

### Q1

### Q2

### Q3

### JSON

The following JSON data is missing the "dei_classification_available_options" field:

## Spreadsheet

Warning

This is a work in progress. It has not been approved yet.

### Templates

You can download a spreadsheet template with field names.

You can download a spreadsheet template with titles.

### Unflattening

EXAMPLE IN PROGRESS

Open the spreadsheet template including field names.

In the grants tab, add a row with:

- id`=`grant1

- project/0/dei_asked_status`=`ASKED_DURING_APPLICATION

- project/0/dei_available_options`=`TAXONOMY,GEOGRAPHY,LIVED_EXPERIENCE

- project/0/dei_reply_status`=`REPLY_GOT

- project/0/classification_entered`=`Specifically people with Autism

- project/0/location/0/description`=`Everywhere

In the pro_classification tab, add a row with:

- id`=`grant1

- project/0/classification/0/vocabulary`=`DEI

- project/0/classification/0/code`=`DEI020330

Then run: flatten-tool unflatten -o data.json -f xlsx spreadsheet.xlsx

EXAMPLE IN PROGRESS