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Documentation of the Open Contracting Data Standard (OCDS)
http://standard.open-contracting.org/
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Example: Investment Project Identifier #887

Open yolile opened 5 years ago

yolile commented 5 years ago

In Paraguay and in other countries, there are, as infraestructure project like CoST, another kind of projects, investment project, which can be linked to its corresponding contracts in the planning level of the contracting process.

To make this link, its proposed to add the name, id and uri of the project at the planning level as:


{
  "planning": {
      "investmentProject": {
        "id": "566",
        "name": "Ampliación y duplicación de las rutas 2 y 7",
        "uri": "http://mapainversionessnip.economia.gov.py/proyecto/perfilproyecto/566"
      }
  }
}

REF: http://mapainversionessnip.economia.gov.py

The extension is drafted here: https://gitlab.com/dncp-opendata/ocds_planning_investmentproject_extension

@duncandewhurst

PaulBoroday commented 5 years ago

@yolile why not Budgets and Projects? ;)

yolile commented 5 years ago

@PaulBoroday Because planning.project is already being used tho map infrastructure projects in OC4IDS

PaulBoroday commented 5 years ago

@yolile I see... You mean that you need to cover both: CoST project and investment project under the same release. And this 'investment' project is about the project through which this contracting process is funded, isn't it? For this needs, we are using the regular OCDS feature - planning.budget.project + projectID+uri. Do you think it makes sense? Or there is something else differentiating the source of the funds and investment project? Quite actual for our projects so will keep an eye on this thread

jpmckinney commented 5 years ago

@yolile @duncandewhurst Let me know if I remember correctly:

Also, please remind me where we have the notes from that discussion, so that we can copy them here.

jpmckinney commented 5 years ago

Regarding this issue, what are the other jurisdictions in which there are investment projects (that are distinct from budget projects)?

duncandewhurst commented 5 years ago

Here's the example from @juanpane on the different types of project in Paraguay:

  • an Investment Project (normally the ones maintained at the SNIP databases) correspond to big national or subnational projects, which normally go in hand (at least in Latin America) with an international loan from a Multilateral Bank (IDB, WB, etc). In some cases they can also be called programs in the national budgets.

  • In the National Budget, there are normally 3 variables that relates to the Investment projects, these are normally: program, sub-program, project. Note that the value of the project variable here at the budget level might be different from the investment project code. This budget project is the one that should be referenced by the OCDS planning.budget.projectID field.

    • For example, for the SNIP ID = 32, the corresponding national budget code during 2013 in Paraguay was:

    • Year: 2013

    • Program code: 1

    • Program name: 001 - ADMINISTRACION DE OBRAS PÚBLICAS

    • Sub-program code: 1

    • Sub program nane: 1 - CONSERVACION Y MANT. DE OBRAS VIALES

    • Project code: 2

    • Project name: 002-MEJ.,GESTION Y MANT. DE LA RED VIAL DEL PY. (BIRF 7406 PA)

    • Using this information, one can get the list of all the contracts that were paid using that particular combination (nota that the combination is needed, as each sub-program has different projects with id 2).

    • In this example, we list all the contracts related to program=1, sub-program=1, project=2 (which is equivalent to SNIP ID = 32) and with that, we can list all its payments and develop the transparency portal for financial progress of the investment project. Note that planning.budget.project= (1,1,2) is not the same value as SNIP code 32.

  • In many cases, when working to group a series of contracts, we can group them by infrastructure projects (these are the ones normally monitored by COST and as such, being referenced by OC4IDS). Depending on the country, and investment project, such as SNIP ID = 32 can contain several infrastructure projects.

    • In this example, when grouping the contracts by “Obras/Servicios/Bienes” and then by “Rutas Pavimentadas” we can see the contracts being grouped by infrastructure projects: GMANS 0, GMANS 1, GMANS 2, GMANS 5. These are the values that are expected to appear in the OC4IDS.project.id field. Each of the infrastructure projects can have multiple contracts, normally the design contract, the implementation/construction contract and the inspection contract (fiscalización).

As we can see, there is a need to clearly specify each of the following fields:

  • Investment project
    • id: 32
    • name: Mejoramiento, gestión y mantenimiento de la red vial del paraguay
  • Budget project
    • id: 1,1,2
    • name: 002-MEJ.,GESTION Y MANT. DE LA RED VIAL DEL PY. (BIRF 7406 PA)
  • Infrastructure project:
    • id: GMANS 0
    • name: Gestión y Mantenimiento por niveles de servicio GMANS Urbano, tramo: San Lorenzo - Caacupe - Acceso Sur, Tramo: 4 Mojones - Desvio Guarambare

Currently in Paraguay, the infrastructure project information (id and name) is not stored in the MoF nor DNCP systems and as such are not available as data.

Having the SNIP and budget information, we can continue drilling down to the contracts and the payments for these contracts.

jpmckinney commented 5 years ago

In that example, it seems like the budget project and investment project are the same project (conceptually), but the project is given a different ID and a different name in the two systems (SNIP and budget).

Is that the case for all investment projects? @yolile Can you find an example where they are not the same?

yolile commented 5 years ago

@jpmckinney An Investment Project can have multiple budget projects because an investment project can last for years:

For example, for the SNIP ID = 32, the corresponding national budget code during 2013 in Paraguay was: Year: 2013 Program code: 1 Program name: 001 - ADMINISTRACION DE OBRAS PÚBLICAS Sub-program code: 1 Sub program nane: 1 - CONSERVACION Y MANT. DE OBRAS VIALES Project code: 2 Project name: 002-MEJ.,GESTION Y MANT. DE LA RED VIAL DEL PY. (BIRF 7406 PA)

So for the next year, the year will be 2014, and the program and subprogram can change also.

jpmckinney commented 5 years ago

Great, thanks! So updating my earlier comment:

Given that a budget can have a term that is shorter than the term of an investment project, given that subsequent budgets can re-organize the budget projects into different programs, etc., and given that it is useful to relate a contracting process to its budget project (e.g. for fiscal accountability use cases), it's clear that we need separate places to identify the budget project and investment project.

jpmckinney commented 5 years ago

In terms of the choice of term for "investment project", most results that I find have to do with financial investment projects, i.e. where the primary goal is income generation (example). For the term to be cross-jurisdictional, I think we need to explore other options/translations.

yolile commented 5 years ago

Drafted extension: https://gitlab.com/dncp-opendata/ocds_planning_investmentproject_extension

jpmckinney commented 3 years ago