TERMS OF REFERENCE
Senior Short Term Statistical Expert (SSTSE)
Location – Australia
Duration – Oct 2016- May 2017
Indicative number of days:
Senior experts 120 workdays = 55 (legal) + 65 (stats)
Proposed allocation of workdays (Phase 2):
Senior experts: 5 workdays (legal) and 5 workdays (stats) in November/December 2016 (home based)
Junior Experts: 5 workdays (legal) and 5 workdays (stats) in November/December (home based)
Proposed allocation of work days: (Phase 3: Jan – May 2017)
Senior experts from 120 workdays = 50 (legal) + 60 (stats)
Junior experts 106 work days = 45 (legal) + 51 (statistics)
Deadline: Friday 23rd September
- Introduction to Public Procurement Initiative (PPI)
The Public Procurement Initiative (PPI) project was awarded to a consortium, Everis and DAI, and is funded by the European Commission.
The main objective of PPI is to provide public procurement trade negotiators with the necessary quantitative tools to assess the public procurement markets in selected third countries. At the centre of this objective is to define a methodology for data collection, assess public procurement markets and barriers in third countries. The analytical tools defined in the project will enable an assessment of the following:
- Size of public procurement markets, at central, regional and local government levels and, if applicable, state-owned enterprises (SOEs);
- Economic assessment of public procurement barriers, such as local content requirements, special regimes, equity requirements, price preferences, “buy local” policies and set-aside programmes;
- Effects of improved market access;
- Degree of contestability of public procurement market for European companies.
The methodology is to be tested in two pilot countries (Australia and Brazil), and then is to be applied in five additional countries (China, India, Indonesia, New Zealand and Thailand). A final test of the methodology will be conducted through the collection of a representative sample of relevant publicly available procurement data for 5 non-EU G20 countries (TBC) that have not been previously covered.
The project has recruited Key Experts to lead the implementation and delivery of the project. The Key Experts involved are:
- Dr Sangeeta Khorana – Team Leader (trade and procurement liberalisation)
- Dr Jose Vila – Key Expert 2 (statistician) [KE2]
- Mr Joao de Almeida – Key Expert 3 (legal analysis of public procurement) [KE3]
The European Commission has specifically asked to limit the disclosure of this study to the maximum extent possible. Therefore, the Consortium will appreciate that the Short-term Experts can find the right balance between confidentiality and disclosure.
- Overall scope of work
Senior Short Term Statistical Expert (“SSTSE”) is required in each of the seven target countries to work alongside the Key Expert to achieve these results. A team of Senior and Junior Statistical Expert will support the project to collect data upon which to base and test the proposed methodology. The data collected will be used to feed the assessment of public procurement markets in third countries. This assessment will focus on public procurement markets and on public procurement barriers.
In the assessment of public procurement markets, a baseline will be established for size of public procurement in each country (i.e. the total amount spent on government procurement), in addition the share of public procurement that is imported, or that is provided by non-local companies, is also required. After establishing these two values, the potential demand for public procurement will need to be established.
The assessment of public procurement barriers (price preferences, local content restrictions, etc.) will be undertaken through the examination of the elasticity of imports to government spending on public procurement to gain information on the degree of public procurement restriction and discrimination.
Senior and Junior Short Term Statistical Expert will be both supported and managed by KE2.
The Experts will work closely with PPI Key Experts and IT team to apply the methodology most appropriately suited to the data available in COUNTRY. The scope of work includes identification, collection, editing, quality assessment and basic data analysis of national accounts data and micro-data on awarded contracts in e-procurement portals as well as suppliers survey. The experts will be overall responsible, in coordination with the IT team, for collecting, compiling and transferring a full set of information and indicators for Australia to KE2 on aspects as below.
Senior Short Term Statistical Expert will be responsible for obtaining quality data to facilitate the application of the methodology to assess the size of market and economic impact of barriers provided by PPI Key Experts, and work closely with local fieldwork company implement survey to central/regional suppliers. The Senior and Junior Statistical Experts will be required to provide access to the relevant information sources for country at the national, regional, and local level as well as prepare a detailed report on data collection, provide assessment of market size, support the statistical team to apply the methodology to (a) assess the size of procurement market using contracts data (at all levels of government) for up to 5 years, (b) economic impact of barriers in line with methodology provided by KE2. Please find precise role and responsibilities below.
- Key duties and responsibilities of Senior Short Term Statistical Expert (SSTSE):
Supervise Junior Short Term Statistical Expert and overall responsible for:
- Supervision of data collection on national accounts and IO/WIOD tables for the last 5 years to specifically:
- Estimate procurement market size by sectors of economic activity;
- Identify high value economic activities in terms of public procurements at all levels;
- Supervise and if required obtain NA/IO data from sources to impute missing data.
- Estimate imported vs domestic content in public procurement using NA/IO data.
- Provide final sample of entities (all levels) for goods, services and construction services, and economic activity sectors for analysis.
- Contracts data:
- Supervise Junior Short Term Statistical Expert in automatic data collection, cleaning, editing, imputation and to work closely in cooperation with IT expert and KE(s) to deliver harmonised data base on public procurement by national, subnational, local governments and entities based on information available from national e-procurement databases for goods, services and construction services, economic activity sectors, mode of supplier participation, procurement method, value of contracts (this is not exhaustive and specific guidelines will be provided by KE);
- Work with Senior IT expert and KE2 to apply data migration/capture procedures to support completion of harmonised database;
- Harmonise data and fill missing data (if any) according to methodology communicated by KE2, including overseeing translation of government procurement related data information not published in English;
- Complete harmonised database based on contracts data downloaded by IT team;
- Detect quality failures and rectify problems (if any), and deliver harmonised database to KE2.
- Sampling of suppliers (with KE2) for country survey, including completion of missing contract data (if required);
- Oversee translation of questionnaire (if required) and pilot testing of questionnaire;
- Coordinate implementation of on-line surveys to national/regional suppliers and supervise fieldwork and follow-up on the replacement of suppliers surveys in line with methodology provided by KE2;
- Provide written report on fieldwork, audit and report on data collection quality.
- Support KE in the estimation of economic impact of potential market access and assessment of market contestability for EU and other foreign firms in domestic market using econometric techniques (preferably SPSS).
- SSTSE– D1: Top-down approach implementation.
- Estimation of domestic procurement market size;
- Identify top and high value procurement sectors;
- Estimate and analyse imported vs domestic content in procurement.
- Concise report on (a), (b) and (c) with detailed methodology and main limitations (25 -30 pages).
- Detailed report on final sample of entities (all levels) for goods, services and construction services, and economic activity sectors for analysis (report).
- SSTSE – D2: Bottom-up approach implementation.
- Supervise, validate and harmonise raw contracts data for initiating harmonised database;
- Validate and harmonise barriers database;
- Concise report on contracts and barriers harmonised database compilation modalities contract analysis (25-30 pages).
- SSTSE – D3: Mode 3 survey implementation
- Pilot the survey questionnaire and oversee the implementation of surveys in the country;
- Analysis of survey data using SPSS;
- Produce concise fieldwork report on survey implementation in the country (max 20-25 pages with data used for analysis).
- SSTSE – D4:
- Concise report on economic assessment of barriers using SPSS (30 pages max)
- Weekly country progress report (1 page max) to report on activities during the duration of project phase. This should be sent to KE2 and TL no later than 9 am GMT on Friday every week during the duration of the project;
- Any other specific deliverables agreed upon with KE2 and Team Leader within the limits of existing project resources.
Reports and data to be produced must follow the template provided by KE2.
- Skills / expertise
- Advanced degree in Economics/Statistics, PhD preferred;
- 10-15 years of experience of working with public procurement statistics and National Accounts (including Input-Output tables). Experience in collection and analysis of quantitative data of public procurement and experience in company survey management will be strongly preferred
- Fluent in English (spoken, read and written) and national language (prerequisite);
- Minimum 3-5 years of experience in statistical databases management, including data cleaning, imputation and extrapolation;
- Knowledge on the public procurement system of country (required);
- Experience with statistical code and classification systems;
- Experience in harmonisation of national statistical data with international standards;
- Experience in management of company surveys.
- Proficiency in use of tools for automatic data migration/capture;
NB: Preference will be given to candidates with prior working experience in public procurement.
- The Expert will report to Dr Jose Vila, Key Expert for Statistics (KE2) on PPI project. The Expert will also be required to be in regular contact with the Team Leader.
The activity will be held in the period 2016 –2017 (TBA).