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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 :ref:`rst_codebooks`

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 :ref:`rst_codebooks`

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 :ref:`rst_codebooks`, required
items.unit.name:measurement unit name according to :ref:`rst_codebooks`, required
items.deliveryDate.endDate:end time of goods delivery / work assignments execution / services provision, required
items.classification.scheme:CPV according to :ref:`rst_codebooks`, 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 :ref:`rst_codebooks`
classification.id:filled out according to :ref:`rst_codebooks`
classification.description:filled out according to :ref:`rst_codebooks`
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 :ref:`rst_codebooks` if there is at least one item
items.unit.name:filled out according to :ref:`rst_codebooks` 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 :ref:`rst_codebooks` if there is at least one item
items.classification.id:filled out according to :ref:`rst_codebooks` if there is at least one item
items.classification.description:filled out according to :ref:`rst_codebooks` 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.

You can’t perform that action at this time.