Amounts: charges and discounts

[yolile]

Problem

In Chile, (and Paraguay too) for the purchases made from a framework agreement, they have extra charges and discounts that apply to the items unit prices or the total amount of the purchase order.

In Chile, the charges are related to the shipping of the item and the discounts can be related to the volume of the item or agreements between the supplier and the buyer.

In OCDS there is only one field at item (unit/value/amount) and award level (value/amount) to indicate the total unit price or award amount, without breaking down it.

Example

https://www.mercadopublico.cl/PurchaseOrder/Modules/PO/DetailsPurchaseOrder.aspx?qs=mS1zfaUOjodqW7vgGO9H8A==

Proposal

A solution may be to add "charges" and "discounts" numeric fields to the "value" object to indicate the charges and discounts applied. Another option is to add an array of "amount breakdown", with the discounts as negative numbers, charges as positive, and a description of what the amount means.

@DCCP-Hugo @nenita05leyla

[jpmckinney]

@yolile I prefer a breakdown; otherwise, users are very unlikely to correctly sum the numbers. We can consider a valueBreakdown that is parallel to the value object (not nested inside it).

[yolile]

so for this example, the proposal will look something like, if we use the same approach as the budget breakdown extension:

{
      "awards": [
        {
          "value": {
            "amount": 7526475.0,
            "amountGross": 8956505.0,
            "currency": "CLP"
          },
          "valueBreakdown": {
            "net": 7602500,
            "discounts": -76025,
            "taxes": 1430030
          },
          "items": [
            {
              "id": "111570611",
              "quantity": 500.0,
              "unit": {
                "value": {
                  "amount": 4313.0,
                  "currency": "CLP"
                },
                "valueBreakdown": {
                  "net": 4228,
                  "charges": 85
                }
              }
            },
            {
              "id": "111570613",
              "quantity": 2000.0,
              "unit": {
                "value": {
                  "amount": 2723.0,
                  "currency": "CLP"
                },
                "valueBreakdown": {
                  "net": 2670,
                  "charges": 53
                }
              }
            }
          ]
        }
      ]
}

or if we use the item's attributes extension approach (which is more verbose):

{
  "valueBreakdown": [
    {
      "id": "net",
      "description": "Precio unitario neto",
      "value": {
        "amount": 2670,
        "currency": "CLP"
      }
    },
    {
      "id": "charges",
      "description": "Monto por unidad a pagar por despacho",
      "value": {
        "amount": 53,
        "currency": "CLP"
      }
    }
  ]
}

[jpmckinney]

I thought budget breakdown also didn’t have user assigned field names? I think I prefer the verbose, as it’s conceivable we want to attach more details about each value.

[yolile]

I thought budget breakdown also didn’t have user assigned field names?

Sorry I meant Budget and Spend classification extension, but ok I agree with you

[yolile]

FYI Peru also has information about the breakdown of the values so they will use this extension too, eg https://apps1.perucompras.gob.pe//OrdenCompra/obtenerPdfOrdenPublico?ID_OrdenCompra=1064277&ImprimirCompleto=1

[jpmckinney]

Noting that the extension was drafted here https://github.com/open-contracting-extensions/ocds_valueBreakdown_extension

It is not in the registry.