Procurement

[andylolz]

Description

This indicator combines together the Tenders and Contracts indicators from the 2016 Aid Transparency Index.

Tenders are the individual contracts or proposals that have been put out to invite bids from companies or organisations that want to provide goods and services for an activity.

Contracts are the individual contract(s) signed with a company, organisation or individual that provides goods and services for the activity.

These can be either at the activity or transaction level, and is only expected if the activity is in the implementation, completion or post-completion phase.

This is not expected if the aid type is budget support (A01 or A02) or if the sector code is administrative costs (91010).

Note: This test has been modified since the 2016 Aid Transparency Index, to merge the tenders and contracts indicators

Proposed tests

Firstly (tenders):

For each current activity,
i​f `activity-status/@code` i​s one of (2, 3, 4)
a​nd `default-aid-type/@code` i​s n​ot A01
a​nd `default-aid-type/@code` i​s n​ot A02
a​nd `transaction/aid-type/@code` i​s n​ot A01
a​nd `transaction/aid-type/@code` i​s n​ot A02
a​nd `sector/@code` i​s n​ot 91010
then `document-link/category[@code="A10"]` should be present

Secondly (contracts):

For each current activity,
i​f `activity-status/@code` i​s one of (2, 3, 4)
a​nd `default-aid-type/@code` i​s n​ot A01
a​nd `default-aid-type/@code` i​s n​ot A02
a​nd `transaction/aid-type/@code` i​s n​ot A01
a​nd `transaction/aid-type/@code` i​s n​ot A02
a​nd `sector/@code` i​s n​ot 91010
then `document-link/category[@code="A06"]` should be present
o​r `document-link/category[@code="A11"]` should be present

[YohannaLoucheur]

I'm a little unclear as to how this will work. The results from both tests will be averaged?

I would suggest to exclude from calculations Aid Types B01 and B02 (core funding), as they would not normally use a competitive process. A "Contract" may be published (if contract is understood as an agreement), but there won't be a Tender.

[andylolz]

Hi @YohannaLoucheur,

I'm a little unclear as to how this will work. The results from both tests will be averaged?

It’s a weighted average, with contracts weighted more heavily (as initially proposed in the methodology review guidelines).

I would suggest to exclude from calculations Aid Types B01 and B02 (core funding), as they would not normally use a competitive process.

Many thanks for raising this. We’re looking into it.

[ToonVB]

As a bilateral donor, we don't implement projects or programs ourselves, which means we don't procure anything, and hence do not use tenders at all, and I'm sure this is true for a lot of (activities of ) other bilateral donors. A first, partial solution might be to not require tenders in the case of disbursements, only contracts. But then again, if we send out TA's or fund UNV's/JPO's, and indeed in many other cases where we indicate "expenditures", there's simply no tender used in the funding decision.

[andylolz]

Thanks for the comments here.

Based on feedback elsewhere, we will modify both tests to ignore default-aid-type/@code G01, rather than sector code 91010.

We will also modify the first test to ignore aid-type/@code B02 (core contributions to multilateral institutions).