PhilanthropyDataCommons / service

A project for collecting and serving public information associated with grant applications
GNU Affero General Public License v3.0
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Create the bulk upload CSV template #561

Closed slifty closed 10 months ago

slifty commented 10 months ago

The bulk upload process will involve third parties populating data in a predefined CSV template -- we need to define that template / pick which of our base fields "make the cut"

slifty commented 10 months ago

I went through the base fields and identified a list of proposed fields for the initial template:

Fields to include ``` + ('Organization Name', 'organization_name', '{ "type": "string" }' ), + ('Organization DBA Name' , 'organization_dba_name', '{ "type": "string" }' ), + ('Organization Acronym' , 'organization_acronym', '{ "type": "string" }' ), + ('Organization Entity Type' , 'organization_entity_type', '{ "type": "string" }' ), + ('Organization Tax ID' , 'organization_tax_id', '{ "type": "string" }' ), + ('Organization Tax Status Date' , 'organization_tax_status_date', '{ "type": "string", "format": "date-time" }' ), + ('Organization Street Address 1' , 'organization_street_address_1', '{ "type": "string" }' ), + ('Organization Street Address 2' , 'organization_street_address_2', '{ "type": "string" }' ), + ('Organization City' , 'organization_city', '{ "type": "string" }' ), + ('Organization County' , 'organization_county', '{ "type": "string" }' ), + ('Organization State/Province' , 'organization_state_province', '{ "type": "string" }' ), + ('Organization Region' , 'organization_region', '{ "type": "string" }' ), + ('Organization Country' , 'organization_country', '{ "type": "string" }' ), + ('Organization Postal Code' , 'organization_postal_code', '{ "type": "integer" }' ), + ('Organization Phone' , 'organization_phone', '{ "type": "integer" }' ), + ('Organization Email' , 'organization_email', '{ "type": "string" }' ), + ('Organization Website' , 'organization_website', '{ "type": "string" }' ), + ('Organization Mission Statement' , 'organization_mission_statement', '{ "type": "string" }' ), + ('Organization Start Date' , 'organization_start_date', '{ "type": "string", "format": "date-time" }' ), + ('Organization Fiscal Year End Date' , 'organization_fiscal_year_end_date', '{ "type": "string", "format": "date-time" }' ), + ('Organization Operating Budget' , 'organization_operating_budget', '{ "type": "number" }' ), + ('Organization Geographic Area' , 'organization_geographic_area', '{ "type": "string" }' ), + ('Organization Executive/Administrator' , 'organization_executive_administrator', '{ "type": "string" }' ), + ('Organization Executive/Administrator Title' , 'organization_executive_administrator_title', '{ "type": "string" }' ), + ('Organization Signatory' , 'organization_signatory', '{ "type": "string" }' ), + ('Organization Financial Officer' , 'organization_financial_officer', '{ "type": "string" }' ), + ('Organization Grants Officer' , 'organization_grants_officer', '{ "type": "string" }' ), + ('Organization Banking Contact' , 'organization_banking_contact', '{ "type": "string" }' ), + ('Organization Governing Body Type' , 'organization_governing_body_type', '{ "type": "string" }' ), + ('Organization Governing Body Term Duration' , 'organization_governing_body_term_duration', '{ "type": "string" }' ), + ('Organization Governing Body Number of Terms Permitted' , 'organization_governing_body_number_of_terms_permitted', '{ "type": "string" }' ), + ('Organization Governing Body Compensation' , 'organization_governing_body_compensation', '{ "type": "string" }' ), + ('Organization Governing Body Financial Oversight' , 'organization_governing_body_financial_oversight', '{ "type": "string" }' ), + ('Organization Board Chair' , 'organization_board_chair', '{ "type": "string" }' ), + ('Organization Board Chair Title' , 'organization_board_chair_title', '{ "type": "string" }' ), + ('Organization Board Members' , 'organization_board_members', '{ "type": "integer" }' ), + ('Organization Board Women' , 'organization_board_women', '{ "type": "integer" }' ), + ('Organization Board Men' , 'organization_board_men', '{ "type": "integer" }' ), + ('Organization Board Intersex' , 'organization_board_intersex', '{ "type": "integer" }' ), + ('Organization Board African Descent' , 'organization_board_african_descent', '{ "type": "integer" }' ), + ('Organization Board Asian Descent' , 'organization_board_asian_descent', '{ "type": "integer" }' ), + ('Organization Board European Descent' , 'organization_board_european_descent', '{ "type": "integer" }' ), + ('Organization Board Indigenous Peoples' , 'organization_board_indigenous_peoples', '{ "type": "integer" }' ), + ('Organization Board Latin American Descent' , 'organization_board_latin_american_descent', '{ "type": "integer" }' ), + ('Organization Board Middle Eastern Descent' , 'organization_board_middle_eastern_descent', '{ "type": "integer" }' ), + ('Organization Board Multiracial Descent' , 'organization_board_multiracial_descent', '{ "type": "integer" }' ), + ('Organization Paid Staff' , 'organization_paid_staff', '{ "type": "integer" }' ), + ('Organization Senior Staff Women' , 'organization_senior_staff_women', '{ "type": "integer" }' ), + ('Organization Senior Staff Men - Men' , 'organization_senior_staff_men_men', '{ "type": "integer" }' ), + ('Organization Senior Staff Intersex People' , 'organization_senior_staff_intersex_people', '{ "type": "integer" }' ), + ('Organization Senior Staff African Descent' , 'organization_senior_staff_african_descent', '{ "type": "integer" }' ), + ('Organization Senior Staff Asian Descent' , 'organization_senior_staff_asian_descent', '{ "type": "integer" }' ), + ('Organization Senior Staff European Descent' , 'organization_senior_staff_european_descent', '{ "type": "integer" }' ), + ('Organization Senior Staff Indigenous Peoples' , 'organization_senior_staff_indigenous_peoples', '{ "type": "integer" }' ), + ('Organization Senior Staff Latin American Descent' , 'organization_senior_staff_latin_american_descent', '{ "type": "integer" }' ), + ('Organization Senior Staff Middle Eastern Descent' , 'organization_senior_staff_middle_eastern_descent', '{ "type": "integer" }' ), + ('Organization Senior Staff Multiracial Descent' , 'organization_senior_staff_multiracial_descent', '{ "type": "integer" }' ), + ('Organization Conflict of Interest Policy' , 'organization_conflict_of_interest_policy', '{ "type": "string" }' ), + ('Proposal Date' , 'proposal_date', '{ "type": "string", "format": "date-time" }' ), + ('Proposal Name' , 'proposal_name', '{ "type": "string" }' ), + ('Proposal Title' , 'proposal_title', '{ "type": "string" }' ), + ('Proposal Type' , 'proposal_type', '{ "type": "string" }' ), + ('Proposal Focus' , 'proposal_focus', '{ "type": "string" }' ), + ('Proposal Summary' , 'proposal_summary', '{ "type": "string" }' ), + ('Proposal Primary Contact Name' , 'proposal_primary_contact_name', '{ "type": "string" }' ), + ('Proposal Primary Contact Title' , 'proposal_primary_contact_title', '{ "type": "string" }' ), + ('Proposal Primary Contact Phone' , 'proposal_primary_contact_phone', '{ "type": "string" }' ), + ('Proposal Primary Contact Email' , 'proposal_primary_contact_email', '{ "type": "string" }' ), + ('Proposal Submitter Prefix' , 'proposal_submitter_prefix', '{ "type": "string" }' ), + ('Proposal Submitter First Name' , 'proposal_submitter_first_name', '{ "type": "string" }' ), + ('Proposal Submitter Middle Initial' , 'proposal_submitter_middle_initial', '{ "type": "string" }' ), + ('Proposal Submitter Last Name' , 'proposal_submitter_last_name', '{ "type": "string" }' ), + ('Proposal Submitter Suffix' , 'proposal_submitter_suffix', '{ "type": "string" }' ), + ('Proposal Submitter Title' , 'proposal_submitter_title', '{ "type": "string" }' ), + ('Proposal Submitter Phone' , 'proposal_submitter_phone', '{ "type": "string" }' ), + ('Proposal Submitter Extension' , 'proposal_submitter_extension', '{ "type": "string" }' ), + ('Proposal Submitter Mobile Phone' , 'proposal_submitter_mobile_phone', '{ "type": "string" }' ), + ('Proposal Submitter Email' , 'proposal_submitter_email', '{ "type": "string" }' ), + ('Proposal Submitter Street Address 1' , 'proposal_submitter_street_address_1', '{ "type": "string" }' ), + ('Proposal Submitter Street Address 2' , 'proposal_submitter_street_address_2', '{ "type": "string" }' ), + ('Proposal Submitter City/Town' , 'proposal_submitter_city_town', '{ "type": "string" }' ), + ('Proposal Submitter State/Province' , 'proposal_submitter_state_province', '{ "type": "string" }' ), + ('Proposal Submitter State Code' , 'proposal_submitter_state_code', '{ "type": "string" }' ), + ('Proposal Submitter Region' , 'proposal_submitter_region', '{ "type": "string" }' ), + ('Proposal Submitter Zip Code' , 'proposal_submitter_zip_code', '{ "type": "string" }' ), + ('Proposal Submitter Name' , 'proposal_submitter_name', '{ "type": "string" }' ), + ('Proposal Amount Requested' , 'proposal_amount_requested', '{ "type": "number" }' ), + ('Proposal Budget' , 'proposal_budget', '{ "type": "number" }' ), + ('Proposal Budget Narrative' , 'proposal_budget_narrative', '{ "type": "string" }' ), + ('Proposal Project Budget' , 'proposal_project_budget', '{ "type": "number" }' ), + ('Proposal Fiscal Sponsor?' , 'proposal_fiscal_sponsor', '{ "type": "boolean" }' ), + ('Proposal Fiscal Sponsor Information' , 'proposal_fiscal_sponsor_information', '{ "type": "string" }' ), + ('Proposal Fiscal Sponsor Name' , 'proposal_fiscal_sponsor_name', '{ "type": "string" }' ), + ('Proposal Fiscal Sponsor EIN' , 'proposal_fiscal_sponsor_ein', '{ "type": "string" }' ), + ('Proposal Fiscal Sponsor Contact First Name' , 'proposal_fiscal_sponsor_contact_first_name', '{ "type": "string" }' ), + ('Proposal Fiscal Sponsor Cantact Last Name' , 'proposal_fiscal_sponsor_cantact_last_name', '{ "type": "string" }' ), + ('Proposal Fiscal Sponsor Contact Email' , 'proposal_fiscal_sponsor_contact_email', '{ "type": "string" }' ), + ('Proposal Regrant' , 'proposal_regrant', '{ "type": "string" }' ), + ('Proposal Regrant Subgrantees' , 'proposal_regrant_subgrantees', '{ "type": "string" }' ), + ('Proposal Subgrantee List' , 'proposal_subgrantee_list', '{ "type": "string" }' ), + ('Proposal Expenditure Responsibility' , 'proposal_expenditure_responsibility', '{ "type": "string" }' ), + ('Proposal Equivalency Determination' , 'proposal_equivalency_determination', '{ "type": "string" }' ), + ('Proposal Tipping Amount' , 'proposal_tipping_amount', '{ "type": "number" }' ), + ('Proposal Funding Summary' , 'proposal_funding_summary', '{ "type": "string" }' ), + ('Proposal Start Date' , 'proposal_start_date', '{ "type": "string", "format": "date-time" }' ), + ('Proposal End Date' , 'proposal_end_date', '{ "type": "string", "format": "date-time" }' ), + ('Proposal Duration' , 'proposal_duration', '{ "type": "string" }' ), + ('Proposal Location of Work' , 'proposal_location_of_work', '{ "type": "string" }' ), + ('Proposal Age Group' , 'proposal_age_group', '{ "type": "string" }' ), + ('Proposal Ethnicity' , 'proposal_ethnicity', '{ "type": "string" }' ), + ('Proposal Need' , 'proposal_need', '{ "type": "string" }' ), + ('Proposal Activities' , 'proposal_activities', '{ "type": "string" }' ), + ('Proposal Tactics and Methods' , 'proposal_tactics_and_methods', '{ "type": "string" }' ), + ('Proposal Strategy' , 'proposal_strategy', '{ "type": "string" }' ), + ('Proposal Organizational Strengths' , 'proposal_organizational_strengths', '{ "type": "string" }' ), + ('Proposal Equity' , 'proposal_equity', '{ "type": "string" }' ), + ('Proposal Engagement' , 'proposal_engagement', '{ "type": "string" }' ), + ('Proposal Challenges and Risks' , 'proposal_challenges_and_risks', '{ "type": "string" }' ), + ('Proposal Related Programs' , 'proposal_related_programs', '{ "type": "string" }' ), + ('Proposal Supplemental Information' , 'proposal_supplemental_information', '{ "type": "string" }' ), + ('Proposal Results' , 'proposal_results', '{ "type": "string" }' ), + ('Proposal Project Outcomes' , 'proposal_project_outcomes', '{ "type": "string" }' ), + ('Proposal Anticipated Impact' , 'proposal_anticipated_impact', '{ "type": "string" }' ), + ('Proposal Sustainability' , 'proposal_sustainability', '{ "type": "string" }' ), + ('Proposal IRB Approval Needed' , 'proposal_irb_approval_needed', '{ "type": "string" }' ), + ('Proposal IRB Approval Obtained' , 'proposal_irb_approval_obtained', '{ "type": "string" }' ), + ('Organization Lobbying Activities' , 'organization_lobbying_activities', '{ "type": "string" }' ), + ('Proposal Legislation' , 'proposal_legislation', '{ "type": "string" }' ), + ('Proposal Lobbying more than Grant' , 'proposal_lobbying_more_than_grant', '{ "type": "boolean" }' ), + ('PDC Share Data' , 'pdc_share_data', '{ "type": "string" }' ), + ('Fundraising Expense Ratio' , 'fundraising_expense_ratio', '{ "type": "string" }' ), + ('Program Expense Ratio' , 'program_expense_ratio', '{ "type": "string" }' ), + ('Administrative Expense Ratio' , 'administrative_expense_ratio', '{ "type": "string" }' ), + ('Working Capital Ratio' , 'working_capital_ratio', '{ "type": "string" }' ), ```
Fields to omit ``` - ('Organization Legal Name' , 'organization_legal_name', '{ "type": "string" }' ), - ('Organization ID' , 'organization_id', '{ "type": "string" }' ), - ('Organization Charitable Organization' , 'organization_charitable_organization', '{ "type": "string" }' ), - ('Organization Fiscal Year End Date - Month' , 'organization_fiscal_year_end_date_month', '{ "type": "string" }' ), - ('Organization Fiscal Year End Date - Year' , 'organization_fiscal_year_end_date_year', '{ "type": "string" }' ), - ('Organization Board Women - Total' , 'organization_board_women_total', '{ "type": "integer" }' ), - ('Organization Board Young Men' , 'organization_board_young_men', '{ "type": "integer" }' ), - ('Organization Board Older Men' , 'organization_board_older_men', '{ "type": "integer" }' ), - ('Organization Board Senior Men' , 'organization_board_senior_men', '{ "type": "integer" }' ), - ('Organization Board Men - Total' , 'organization_board_men_total', '{ "type": "integer" }' ), - ('Organization Senior Staff Young Women' , 'organization_senior_staff_young_women', '{ "type": "integer" }' ), - ('Organization Senior Staff Older Women' , 'organization_senior_staff_older_women', '{ "type": "integer" }' ), - ('Organization Senior Staff Senior Women' , 'organization_senior_staff_senior_women', '{ "type": "integer" }' ), - ('Organization Senior Staff Women - Total' , 'organization_senior_staff_women_total', '{ "type": "integer" }' ), - ('Organization Senior Staff Men - Young Men' , 'organization_senior_staff_men_young_men', '{ "type": "integer" }' ), - ('Organization Senior Staff Men - Older Men' , 'organization_senior_staff_men_older_men', '{ "type": "integer" }' ), - ('Organization Senior Staff Men - Senior Men' , 'organization_senior_staff_men_senior_men', '{ "type": "integer" }' ), - ('Organization Senior Staff Men - Total' , 'organization_senior_staff_men_total', '{ "type": "integer" }' ), - ('Organization Workplace Issues' , 'organization_workplace_issues', '{ "type": "string" }' ), - ('Organization Whistleblower Policy' , 'organization_whistleblower_policy', '{ "type": "string" }' ), - ('Organization Financial Statements' , 'organization_financial_statements', '{ "type": "string" }' ), - ('Organization Legal Documents' , 'organization_legal_documents', '{ "type": "string" }' ), - ('What is the overall CC score (could have decmials)' , 'what_is_the_overall_cc_score', '{ "type": "number" }' ), - ('Rounded CC score to remove decimals' , 'rounded_cc_score_to_remove_decimals', '{ "type": "integer" }' ), - ('Date Record was created' , 'date_record_was_created', '{ "type": "string", "format": "date-time" }' ), - ('Date Record was published' , 'date_record_was_published', '{ "type": "string", "format": "date-time" }' ), - ('End date for the time period covered by this tax form for the rated fiscal year' , 'end_date_for_the_time_period_covered_by_this_tax_form_for_the_rated_fiscal_year', '{ "type": "string", "format": "date-time" }' ), - ('Did they pass Board Size Metric' , 'did_they_pass_board_size_metric', '{ "type": "boolean" }' ), - ('Did they pass Board Ratio Metric' , 'did_they_pass_board_ratio_metric', '{ "type": "boolean" }' ), - ('Did they pass URL on 990 Metric' , 'did_they_pass_url_on_990_metric', '{ "type": "boolean" }' ), - ('Did they pass board minutes Metric' , 'did_they_pass_board_minutes_metric', '{ "type": "boolean" }' ), - ('Did they pass whistleblower Metric' , 'did_they_pass_whistleblower_metric', '{ "type": "boolean" }' ), - ('Did they pass conflict of interest Metric' , 'did_they_pass_conflict_of_interest_metric', '{ "type": "boolean" }' ), - ('Did they pass Document Retention Metric' , 'did_they_pass_document_retention_metric', '{ "type": "boolean" }' ), - ('Did they pass Audit/Review Metric' , 'did_they_pass_audit_review_metric', '{ "type": "boolean" }' ), - ('Rounded Total Score for FA' , 'rounded_total_score_for_fa', '{ "type": "integer" }' ), - ('Do they have an audit' , 'do_they_have_an_audit', '{ "type": "boolean" }' ), - ('Do they have board minutes' , 'do_they_have_board_minutes', '{ "type": "boolean" }' ), - ('Do they have a whistleblower policy' , 'do_they_have_a_whistleblower_policy', '{ "type": "boolean" }' ), - ('Do they have a compliation or review' , 'do_they_have_a_compliation_or_review', '{ "type": "boolean" }' ), - ('Do they have a conflict of interest policy' , 'do_they_have_a_conflict_of_interest_policy', '{ "type": "boolean" }' ), - ('Do they have a document retention policy' , 'do_they_have_a_document_retention_policy', '{ "type": "boolean" }' ), - ('Is their URL listed on the 990' , 'is_their_url_listed_on_the_990', '{ "type": "boolean" }' ), - ('What is the percent of their independant board' , 'what_is_the_percent_of_their_independant_board', '{ "type": "number" }' ), - ('Rating year' , 'rating_year', '{ "type": "string" }' ), - ('Date F&A beacon published' , 'date_f&a_beacon_published', '{ "type": "string", "format": "date-time" }' ), - ('Total Finace score' , 'total_finace_score', '{ "type": "integer" }' ), - ('Total Accountability Score' , 'total_accountability_score', '{ "type": "integer" }' ), - ('Impact and Results Score' , 'impact_and_results_score', '{ "type": "integer" }' ), - ('Cost per outcome statement' , 'cost_per_outcome_statement', '{ "type": "integer" }' ), - ('If it is cost-effective, highly cost-effective or not cost effective' , 'if_it_is_cost_effective_highly_cost_effective_or_not_cost_effective', '{ "type": "string" }' ), - ('Program categories' , 'program_categories', '{ "type": "string" }' ), - ('summary of the activities' , 'summary_of_the_activities', '{ "type": "string" }' ), - ('Who they serve' , 'who_they_serve', '{ "type": "string" }' ), - ('Data time period' , 'data_time_period_', '{ "type": "string" }' ), - ('Outcome metric measures' , 'outcome_metric_measures', '{ "type": "string" }' ), - ('How they calculated counterfactual' , 'how_they_calculated_counterfactual_', '{ "type": "string" }' ), - ('data source for calculation' , 'data_source_for_calculation', '{ "type": "string" }' ), - ('the arithmetic for the cost calculation' , 'the_arithmetic_for_the_cost_calculation', '{ "type": "string" }' ), - ('Impact calcuation.' , 'impact_calcuation', '{ "type": "string" }' ), - ('Benchmark for comparision' , 'benchmark_for_comparision', '{ "type": "string" }' ), - ('Date impact rating was created' , 'date_impact_rating_was_created', '{ "type": "string" }' ), - ('Score for mission statement' , 'score_for_mission_statement', '{ "type": "integer" }' ), - ('Score for vision statement' , 'score_for_vision_statement', '{ "type": "integer" }' ), - ('Score for goals score' , 'score_for_goals_score', '{ "type": "integer" }' ), - ('Overall Strategy score' , 'overall_strategy_score', '{ "type": "integer" }' ), - ('Leadership metrics investment_score' , 'leadership_metrics_investment_score', '{ "type": "integer" }' ), - ('Leadership metrics external focus_score' , 'leadership_metrics_external_focus_score', '{ "type": "integer" }' ), - ('Overal leadership score' , 'overal_leadership_score', '{ "type": "integer" }' ), - ('Adaptablity metrics- Score' , 'adaptablity_metrics_score', '{ "type": "integer" }' ), - ('Overall adaptablity score' , 'overall_adaptablity_score', '{ "type": "integer" }' ), - ('Total Leadership and Adaptablity score' , 'total_leadership_and_adaptablity_score', '{ "type": "integer" }' ), - ('Created L&A score date' , 'created_l&a_score_date', '{ "type": "string", "format": "date-time" }' ), - ('Is this an overall Encompass passing rating' , 'is_this_an_overall_encompass_passing_rating', '{ "type": "boolean" }' ), - ('Is this rating eligible for publishing' , 'is_this_rating_eligible_for_publishing', '{ "type": "boolean" }' ), - ('Overall Encompass Score (including decimals)' , 'overall_encompass_score_decimal', '{ "type": "number" }' ), - ('Overall Encompass Score (rounded to whole numbers)' , 'overall_encompass_score_rounded', '{ "type": "integer" }' ), - ('Total points avaiable in Encompass' , 'total_points_avaiable_in_encompass', '{ "type": "integer" }' ), - ('When was this Overall Rating created' , 'when_was_this_overall_rating_created', '{ "type": "string", "format": "date-time" }' ), - ('Category of Charity (Highest level of cause categorization)' , 'category_of_charity', '{ "type": "string" }' ), - ('Cause of Charity (Mid Level of cause categorization)' , 'cause_of_charity', '{ "type": "string" }' ), - ('Date of latest source' , 'date_of_latest_source', '{ "type": "string", "format": "date-time" }' ), - ('Is there a donor advisory on this charity?' , 'is_there_a_donor_advisory_on_this_charity', '{ "type": "boolean" }' ), - ('Text of the donor advisory message in html' , 'text_of_the_donor_advisory_message_in_html', '{ "type": "string" }' ), - ('Date the donor advisory went live' , 'date_the_donor_advisory_went_live', '{ "type": "string", "format": "date-time" }' ), - ('Date Current CEO was last verified' , 'date_current_ceo_was_last_verified', '{ "type": "string", "format": "date-time" }' ), - ('Web location of pro-forma 990s to handle Pharmaceutical valuation adjustments' , 'web_location_of_proforma_990s_to_handle_pharmaceutical_valuation_adjustments', '{ "type": "string" }' ), - ('Fiscal Year of Financial Rating' , 'fiscal_year_of_financial_rating', '{ "type": "string" }' ), - ('Fundraising Efficiency Amount' , 'fundraising_efficiency_amount', '{ "type": "integer" }' ), - ('Fundraising Efficiency Score' , 'fundraising_efficiency_score', '{ "type": "integer" }' ), - ('Fundraising Expense Score' , 'fundraising_expense_score', '{ "type": "integer" }' ), - ('Program Expense Score' , 'program_expense_score', '{ "type": "integer" }' ), - ('Administrative Expense Score' , 'administrative_expense_score', '{ "type": "integer" }' ), - ('Primary Revenue Growth Score' , 'primary_revenue_growth_score', '{ "type": "integer" }' ), - ('Program Expense Growth Score' , 'program_expense_growth_score', '{ "type": "integer" }' ), - ('Working Capital Score' , 'working_capital_score', '{ "type": "integer" }' ), - ('Score in the Financial dimension' , 'score_in_the_financial_dimension', '{ "type": "integer" }' ), - ('Score in the A&T dimension' , 'score_in_the_a&t_dimension', '{ "type": "integer" }' ), - ('Rating in the A&T dimension' , 'rating_in_the_a&t_dimension', '{ "type": "integer" }' ), - ('Score in the Results dimension' , 'score_in_the_results_dimension', '{ "type": "integer" }' ), - ('Rating in the Results Dimension' , 'rating_in_the_results_dimension', '{ "type": "integer" }' ), - ('Overall Score' , 'overall_score', '{ "type": "integer" }' ), - ('Overall Rating' , 'overall_rating', '{ "type": "integer" }' ), ```
Fields for followup conversation ``` ? ('Organization Executive/Administrator Race' , 'organization_executive_administrator_race', '{ "type": "string" }' ), ? ('Organization Executive/Administrator Gender' , 'organization_executive_administrator_gender', '{ "type": "string" }' ), ? ('Organization Executive/Administrator Sexual Orientation' , 'organization_executive_administrator_sexual_orientation', '{ "type": "string" }' ), ? ('Organization Executive/Administrator Disability Status' , 'organization_executive_administrator_disability_status', '{ "type": "string" }' ), ? ('CEO Review Method' , 'ceo_review_method', '{ "type": "string" }' ), ? ('Organization Leadership' , 'organization_leadership', '{ "type": "string" }' ), ? ('Organization Board Young Women' , 'organization_board_young_women', '{ "type": "integer" }' ), ? ('Organization Board Older Women' , 'organization_board_older_women', '{ "type": "integer" }' ), ? ('Organization Board Senior Women' , 'organization_board_senior_women', '{ "type": "integer" }' ), ? ('Organization Board Heterosexuals' , 'organization_board_heterosexuals', '{ "type": "integer" }' ), ? ('Organization Board LGBTQ Lesbians' , 'organization_board_lgbtq_lesbians', '{ "type": "integer" }' ), ? ('Organization Board LGBTQ Gay Men' , 'organization_board_lgbtq_gay_men', '{ "type": "integer" }' ), ? ('Organization Board LGBTQ Bisexuals' , 'organization_board_lgbtq_bisexuals', '{ "type": "integer" }' ), ? ('Organization Board LGBTQ Transgender' , 'organization_board_lgbtq_transgender', '{ "type": "integer" }' ), ? ('Organization Board LGBTQ - Total' , 'organization_board_lgbtq_total', '{ "type": "integer" }' ), ? ('Organization Senior Staff Heterosexuals' , 'organization_senior_staff_heterosexuals', '{ "type": "integer" }' ), ? ('Organization Senior Staff LGBTQ Lesbians' , 'organization_senior_staff_lgbtq_lesbians', '{ "type": "integer" }' ), ? ('Organization Senior Staff LGBTQ Gay Men' , 'organization_senior_staff_lgbtq_gay_men', '{ "type": "integer" }' ), ? ('Organization Senior Staff LGBTQ Bisexuals' , 'organization_senior_staff_lgbtq_bisexuals', '{ "type": "integer" }' ), ? ('Organization Senior Staff LGBTQ Transgender' , 'organization_senior_staff_lgbtq_transgender', '{ "type": "integer" }' ), ? ('Organization Senior Staff LGBTQ - Total' , 'organization_senior_staff_lgbtq_total', '{ "type": "integer" }' ), ? ('Proposal Funding Category' , 'proposal_funding_category', '{ "type": "string" }' ), ? ('Review Amount Recommended' , 'review_amount_recommended', '{ "type": "string" }' ), ? ('Review Comments to Applicant' , 'review_comments_to_applicant', '{ "type": "string" }' ), ? ('Review Additional Comments' , 'review_additional_comments', '{ "type": "string" }' ), ? ('Review Grant Agreement Date' , 'review_grant_agreement_date', '{ "type": "string", "format": "date-time" }' ), ? ('Review Start Date' , 'review_start_date', '{ "type": "string", "format": "date-time" }' ), ? ('Review End Date' , 'review_end_date', '{ "type": "string", "format": "date-time" }' ), ? ('Review Close Date' , 'review_close_date', '{ "type": "string", "format": "date-time" }' ), ? ('Review Submission ID' , 'review_submission_id', '{ "type": "integer" }' ), ? ('Review Status' , 'review_status', '{ "type": "string" }' ), ? ('Review Date' , 'review_date', '{ "type": "string", "format": "date-time" }' ), ? ('Review Submission URL' , 'review_submission_url', '{ "type": "string" }' ), ? ('Review Labels' , 'review_labels', '{ "type": "string" }' ), ? ('Review Affiliate ID' , 'review_affiliate_id', '{ "type": "integer" }' ), ? ('Review Assigned To' , 'review_assigned_to', '{ "type": "string" }' ), ? ('Review Current Review Stage' , 'review_current_review_stage', '{ "type": "string" }' ), ? ('Review Total Score' , 'review_total_score', '{ "type": "integer" }' ), ? ('Review Average Score' , 'review_average_score', '{ "type": "integer" }' ), ? ('Review Gallery Votes' , 'review_gallery_votes', '{ "type": "integer" }' ), ? ('Review Total Votes' , 'review_total_votes', '{ "type": "integer" }' ), ```

I omitted the following types of field for now:

  1. Redundant fields (e.g. org name vs org legal name)
  2. Personal-identity-categorization fields outside of gender and ethnicity
  3. Subjective fields (e.g. "proposal scores" or other types of rating)
  4. File-based fields (e.g. "Organization Legal Documents")

As part of actually creating the template I may slightly modify the fields (e.g. new labels, or splitting / merging fields as appropriate).