Procurement plans¶

A brief overview¶

Upon the approval of budget / business plan of an organization, this structured data is entered into the system. The record on the planned procedure in the annual procurement plan is elaborated until the third CPV digit. Gradually, this data is further elaborated by the CA by introducing changes into the annual plan where the procurement item details are indicated.

Plan creation¶

procuringEntity.identifier.scheme:
	identification scheme according to the IATI standard (Codelist in JSON format)
procuringEntity.identifier.id:
	CA code in the chosen identification scheme
procuringEntity.name*:
	CA name
procuringEntity.identifier.legalName:
	CA full name
budget.year:	year
budget.project.id:
	project code Important Should be hidden in the platform’s interface
budget.project.name:
	project name Important Should be hidden in the platform’s interface
budget.id:	procurement plan number
budget.description:
	procurement item name
budget.source of financing.id:
	source of finance
budget.source of financing.name:
	source of finance title
budget.notes:	remarks
budget.amount:	expected procurement price with VAT Important Should be hidden in the platform’s interface
budget.currency:
	currency according to Codebooks and classifiers
budget.amountNet:
	expected price without VAT
tender.tenderPeriod.startDate:
	approximate beginning date of the procurement procedure (there should be an opportunity to choose a month (e.g. March, 2016))
tender.procurementMethodType:
	procedure type
classification.scheme:
	CPV according to Codebooks and classifiers
classification.id:
	CPV classification code which defines the procurement item
classification.description:
	CPV classification code name
id:	procurement plan identificator, required
planID:	procurement plan identificator, required

Data entered by CA introducing procurement plan details¶

items.description:
	procurement item name, required
items.quantity:	amount of goods/the volume of work assignments or services provision, required
item.unit.code:	measurement unit code according to Codebooks and classifiers, required
items.unit.name:
	measurement unit name according to Codebooks and classifiers, required
items.deliveryDate.endDate:
	end time of goods delivery / work assignments execution / services provision, required
items.classification.scheme:
	CPV according to Codebooks and classifiers, required
items.classification.id:
	CPV classification code which defines the procurement item, required
items.classification.description:
	CPV classification code name, required

Validations executed on the CDB level¶

procuringEntity.identifier.scheme:
	filled out with one of the codes from the IATI list
procuringEntity.identifier.id:
	filled out
procuringEntity.name:
	filled out
procuringEntity.identifier.legalName:
	filled out
budget.description:
	filled out
budget.amount:	filled out
tender.tenderPeriod.startDate:
	planned date of procedure start
tender.procurementMethod:
	filled out
classification.scheme:
	filled out according to Codebooks and classifiers
classification.id:
	filled out according to Codebooks and classifiers
classification.description:
	filled out according to Codebooks and classifiers
items.description:
	filled out if there is at least one item
items.quantity:	filled out if there is at least one item
items.unit.code:
	filled out according to Codebooks and classifiers if there is at least one item
items.unit.name:
	filled out according to Codebooks and classifiers if there is at least one item
items.deliveryDate.endDate:
	filled out if there is at least one item
items.classification.scheme:
	filled out according to Codebooks and classifiers if there is at least one item
items.classification.id:
	filled out according to Codebooks and classifiers if there is at least one item
items.classification.description:
	filled out according to Codebooks and classifiers if there is at least one item

Introducing changes into the plan¶

CA can add new or modify earlier entered articles of the plan, increase or decrease the existing articles, and introduce other changes into the plan.

To delete an article of the plan, CA enters zero value into the Amount and Expected procurement value fields.