DRAFT Integrated PSA Soliciation.Section J - J.4 to J.17.pdf

PART III - LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

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MB

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TITLE

J.1 Acronyms (within RFP)

J.2 Statement of Objectives (SOO) for Task Order - Malaria (within RFP)

J.3 Statement of Objectives (SOO) for Task Order - FP/RH, MCHN (within RFP)

J.4 GHSC Operational Data Exchange Information

J.5 Illustrative Data Exchange Via Data Control Tower

J.6 Proposal Checklist (TBD - placeholder for final RFP)

J.7 NextGen Collaboration PowerPoint Presentation

J.8 USAID - Historical Procurement Data – located here:

https://dec.usaid.gov/dec/content/Detail_Presto.aspx?ctID=ODVhZjk4NWQtM2YyMi0 0YjRmLTkxNjktZTcxMjM2NDBmY2Uy&rID=NTg3MDEx&inr=VHJ1ZQ%3d%3d& dc=YWRk&rrtc=VHJ1ZQ%3d%3d&bckToL=

J.9 Quality Assurance Surveillance Plan (QASP) Template

J.10 Branding Strategy and Marking Plan (placeholder for IDIQ)

J.11 Initial Environmental Examination (IEE)

J.12 Contractor Employee Biographical Data Sheet – Form No. AID 1420-17

J.13 Past Performance Information Form

J.14 Budget Template (TBD - placeholder for final RFP)

J.15 Disclosure of Lobbying Activities Form

J.16 Small Business Subcontracting Plan Template

J.17 Cost/Price Evaluation Matrix (for the IDIQ) https://dec.usaid.gov/dec/content/Detail_Presto.aspx?ctID=ODVhZjk4NWQtM2YyMi00YjRmLTkxNjktZTcxMjM2NDBmY2Uy&rID=NTg3MDEx&inr=VHJ1ZQ%3d%3d&dc=YWRk&rrtc=VHJ1ZQ%3d%3d&bckToL= https://dec.usaid.gov/dec/content/Detail_Presto.aspx?ctID=ODVhZjk4NWQtM2YyMi00YjRmLTkxNjktZTcxMjM2NDBmY2Uy&rID=NTg3MDEx&inr=VHJ1ZQ%3d%3d&dc=YWRk&rrtc=VHJ1ZQ%3d%3d&bckToL= https://dec.usaid.gov/dec/content/Detail_Presto.aspx?ctID=ODVhZjk4NWQtM2YyMi00YjRmLTkxNjktZTcxMjM2NDBmY2Uy&rID=NTg3MDEx&inr=VHJ1ZQ%3d%3d&dc=YWRk&rrtc=VHJ1ZQ%3d%3d&bckToL=

ATTACHMENT J.4 - GHSC Operational Data Exchange Information

The Previous Global Health Supply Chain Operational Data Specification

The information included in this document is based on the past operations of the USAID’s Global Health Supply Chain Program. It is intended for informational purposes only.

USAID’s operational data needs under the NextGen will not be exactly the same as specified in this document. In addition, the specification defined in this document should not dictate the physical implementation of databases or data stores to be used to support NextGen.

TABLE OF CONTENTS

1 PRODUCT MASTER 71.1 PRODUCT CLASSIFICATION MASTER (CLASSIFICATION) 71.2

TRADE ITEM (IDENTIFICATION) 81.3 TRADE ITEM 92 DATA CONTENT 242.1

FINANCIALS 252.2 PRODUCT REQUEST 282.3 PRICE QUOTE 302.4 PURCHASE ORDERS

342.5 SALES ORDERS 382.6 GOODS RECEIVED NOTE 422.7 INVENTORY MANAGEMENT

462.8 LOGISTICS 482.9 QUALITY ASSURANCE 512.10 FORECASTING AND SUPPLY

PLANNING 542.11 TECHNICAL ASSISTANCE 572.12 MEASUREMENT & EVALUATION (M&E)

603 APPENDIX – DATA DICTIONARY 653.1 COUNTRY CODES 663.2 FINANCIAL

REPORT CATEGORY CODES 693.3 FINANCIAL REPORT CATEGORY LEVEL CODES 693.4 FINANCIAL

REPORT CHARGE LOCATION CODES 693.5 FINANCIAL REPORT TECHNICAL CATEGORY CODES 693.6

FINANCIAL REPORT TECHNICAL SUBCATEGORY CODES 703.7 HEALTH ELEMENT CODES 713.8

QA ASSAY CONTEXT CODES 713.9 QA AUDIT APPROVAL STATUS 713.10 QA AUDIT

APPROVAL STATUS TYPE 733.11 QA AUDIT INSPECTION STATUS 733.12 QA AUDIT PRODUCT

CATEGORY 733.13 QA AUDIT RESULT STATUS 733.14 QA AUDIT STATUS 733.15 QA AUDIT TYPE

743.16 QA COMPLIANCE STATUS CODES 743.17 QA ASSAY STATUS CODES 743.18 QA TEST

TYPE CODES 743.19 QUANTITY UNIT OF MEASURE CODES 753.20 USAID MISSION CODES 764

APPENDIX – FINANCIAL REPORT TECHNICAL SUBCATEGORY 79

LIST OF TABLES

Table 1 Trade Item File Layout 15 Table 2 Financials Transmission File Lists 24 Table 3 Financials Line Item 25 Table 4 Annual Budget 26 Table 5 Product Request Transmission File List 27 Table 6 Product Request 28 Table 7 Product Request Delay 28 Table 8 Product Request Line Item 29 Table 9 Product Request Milestone 29 Table 10 Price Quote Transmission File List 30 Table 11 Price Quote 31 Table 12 Price Quote Delay 32 Table 13 Price Quote Header Expense 32 Table 14 Price Quote Line Item 33 Table 15 Price Quote Milestone 33 Table 16 Purchase Order Transmission File List 33 Table 17 Purchase Order 35 Table 18 Purchase Order Delay 36 Table 19 Purchase Order Header Expense 36 Table 20 Purchase Order Line Item 37 Table 21 Purchase Order Milestone 37 Table 22 Sales Order Transmission File List 38 Table 23 Sales Order 39 Table 24 Sales Order Delay 40 Table 25 Sales Order Header Expense 40 Table 26 Sales Order Line Item 41 Table 27 Sales Order Milestone 41 Table 28 Goods Received Note Transmission File List 41 Table 29 Goods Received Note 43 Table 30 Goods Received Note Delay 43 Table 31 Goods Received Note Header Expense 44 Table 32 Goods Received Note Line Item 45 Table 33 Goods Received Note Milestone 45 Table 34 Inventory Management Transmission File List 45 Table 35 Inventory Management Header 46 Table 36 Inventory Management Line Item 47 Table 37 Logistics Transmission File List 47 Table 38 Shipment Header 49 Table 39 Shipment Line Item 49 Table 40 Shipment Leg 50 Table 41 QA Product Lot Assay 51 Table 42 QA Test Results 52 Table 43 QA Audit Schedule Header 53 Table 44 Quality Assurance Audit Observation 53 Table 45 Forecasting and Supply Planning File List 54 Table 46 National Product Consumption 54 Table 47 National Demand Plan 55

Table 48 National Receipt Forecast 55 Table 49 National Supply Plan 56 Table 50 Technical Assistance File Lists 56 Table 51 Technical Assistance Travel Plan Concurrence 56 Table 52 Technical Assistance Travel Plan Header 57 Table 53 Technical Assistance Travel Plan Objective 58 Table 54 Technical Assistance Visit 58 Table 55 Technical Assistance Visit Activity 59 Table 56 Technical Assistance Visit Tech Report 59 Table 57 M&E File Lists 60 Table 58 M&E Report 60 Table 59 M&E Report Item 61 Table 60 M&E Measure 62 Table 61 M&E Target 63 Table 62 Country Codes 66

1 Product Master The Product Master is a critical component and represents a central area which almost every supply chain activity leverages. Because of the global nature of the global health supply chain, the Global Product standards provided by GS1 (http://www.gs1.org/1) was adopted for both identification and classification of products.

1.1 Product Classification Master (Classification)

Products are classified using two similar multi-tier systems based on the GS1 global standards.

● The GS1 Global Product Classification (GPC) groups products into categories based on their essential properties as well as their relationships to other products2.

● Similarly, the United Nations Standard Product and Service Codes (UNSPSC), which are maintained by GS1, also provide multi-tier groupings.

Moving further down either systems’ tiers results in a further definition of the product. At the lowest level, the Product Classification Master’s use of GPC and/or UNSPSC will represent a single definition – the Master definition – which is independent of manufacturer, supplier, brand, or packaging.

For example, at the highest level, the Product Classification Master contains values like Healthcare and Clothing. At the lowest level, the Product Classification Master contains values like a strawberry-flavored male condom, or a disposable latex glove.

GS1 GPC provides names for each tier, from Segment at the highest, to Family, Class and Brick. A Brick is then a collection of attributes which are used to describe the Global Product. The Brick level is the lowest level in product classification, not the Attribute values.

E.g., Brick #1005894 for GLOVES contains Attributes for ‘If Disposable’ and ‘If Powdered’. Consider that two boxes of GLOVES, one which is disposable and powdered, and another which is reusable and non-powdered, would both be assigned the same Brick classification of GLOVES.

UNSPSC (which is managed by GS1) provides similar tiered naming conventions, with the exception that the lowest tier is called “commodity” rather than “brick,” and does not provide a way of specifying attributes.

The use of both classification systems is necessary for several reasons:

● Both standards are evolving over time

● Classifications are often more oriented toward retail use-cases

● A classification system might not have a complete tier for some types of products

This will allow classification by both (or either) the GPC or UNSPSC system. Reporting and other later uses of product classification can then use the tiered systems appropriate to the problem at hand.

1 http://www.gs1.org/how -gpc-works 2 Global Product supports kitted products, such as voluntary medical male circumcision kits http://www.gs1.org/how-gpc-works

The following USAID GHSC activities and outputs are expected to occur at Product Classification Master levels.

● Donor Supply Planning - Supply Plan Order, Restocking Order

● Fulfillment - Product Request

● Forecasting (demand) - Unconstrained Forecast, Constrained Forecast

● Global Demand Planning - Demand Plan

Reporting Hierarchies The Product Master is primarily focused on solving the problems of globally consistent identification and classification. The UNSPSC and GPC are taxonomical in nature but might not fit every reporting need that USAID data consumers require. To bridge the gap between global standards and organizational-local reporting needs, a system of attributes and custom categorizations are employed. Using the Product Classification Master attributes and classifications, multiple hierarchies can be supported as needed for specific reporting needs.

1.2 Trade Item (Identification)

A Trade Item is a specific manufactured product, inclusive of its brand and its packaging. The Trade Item has a globally unique number, called a Global Trade Item Number (GTIN) which is assigned and managed by the manufacturer.

For example, a Purchase Order would reference a Trade Item since the product’s manufacturer and packaging must be fully known at the time of procurement.

The following USAID supply chain activities and outputs are expected to occur at Trade Item (Identification) level.

● Fulfillment - Price Quote, Sales Order / Pick Plan

● Procurement - Purchase Order

● Contract Management (Supplier) - Supplier Contract

A Trade Item is a specific set of Attribute values for a given GPC Brick or UNSPSC Commodity, inclusive of manufacturer and packaging.

E.g., Consider a manufacturer producing a box of 200 disposable powdered gloves. The classification would still be Brick #1005894 for GLOVES, but the GTIN would be specific to that manufacturer and that box of 200. Another manufacturer producing the same box of 200 GLOVES would have a different GTIN. And the same manufacturer, producing a case of 12 boxes or 200 GLOVES each, would have a different GTIN for that packaging level (but they would relate).

Distributors The Product Master allows for a distributor relationship, whereby products are not procured directly from a manufacturer. The relationship is tracked between distributors and Global Trade Items and the effective dates for that arrangement as well as contractual details such as volume pricing for that specific distributor relationship.

1.3 Trade Item

1.3.1 Trade Item

The below fields are required for the Trade Item file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included. Only the attributes relevant to the Trade Item type should be included (e.g. a therapeutic food Trade Item wouldn’t need to specify attributes relevant only to condoms).

The GS1 standard for Trade Items treats each packaging variant as its own Trade Item. If a Trade Item were available for purchase and/or shipment when packed in a bottle, and cartons of twenty bottles were also available, and crates of 100 cartons (each containing twenty bottles) were available, and so on…, each of those packaging variants would have its own GTIN and would be its own Trade Item. Each more-encompassing Trade Item specifies the interior Trade Items by supplying its ID in the CHILD_TRADE_ITEM_ID field in the file. The lowest consumable variant, the Base Item, is the ultimate child-descendent of each of those Trade Item, and is noted as such by a YesNo Flag field in the file.

A record in this file indicates the presence of a Trade Item in product master. The granularity is Item by Manufacturer Site (or Manufacturer if no specific site is known/appropriate).

Field Name Code Table Data Type Format

TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

CHILD_TRADE_ITEM_ID /

GS1_child_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

MANUFACTURER Manufacturer VARCHAR (250) (Manufacture r Name)

MANUFACTURER_SITE Manufacturer Site VARCHAR (250) (Manufacture r Site Name)

PRODUCT_CLASSIFICATION_MASTER VARCHAR (36) (Product

UUID)

UNSPSC_COMMODITY_ID /

GS1_Additional_Trade_Item_Classification _Code_List_Code

UNSPSC

Commodity

VARCHAR (10) (UNSPSC

Commodity Code)

GPC_BRICK_ID / GS1_gpc_Category_Code GPC Brick VARCHAR (10) (GPC Brick Code)

PREFERRED_GLOBAL_CLASSIFICATION_SYS

TEM

-N/A- VARCHAR (250) (Preferred Global Classification System Name)

TRADE_ITEM_UNIT_OF_ISSUE -N/A- VARCHAR (250) (Trade Item Unit of Issue Name)

TRADE_ITEM_BASE_UNIT_OF_MEASURE Unit of Measure VARCHAR (250) (Trade Item Base Unit of Measure Name)

SHIPPING_FORM_FACTOR /

GS1_trade_Item_Hierarchy_Type

Shipping Form Factor

VARCHAR (250) (Shipping Form Factor Name)

PACKAGING_MARKED_LANGUAGE_CODE /

GS1_packaging_Marked_Language_Code

Language VARCHAR (10) ISO 639-1 Language Code

WEIGHT_UNIT_OF_MEASURE /

GS1_packaging_Weight

Unit of Measure VARCHAR (250) (Weight Unit of Measure Name)

VOLUME_UNIT_OF_MEASURE Unit of Measure VARCHAR (250) (Volume Unit of Measure Name)

DEPTH_LINEAR_UNIT_OF_MEASURE_ID /

GS1_packaging_Depth

Unit of Measure VARCHAR (250) (Linear Unit of Measure Name)

WIDTH_LINEAR_UNIT_OF_MEASURE /

GS1_packaging_Width

Unit of Measure VARCHAR (250) (Linear Unit of Measure Name)

HEIGHT_LINEAR_UNIT_OF_MEASURE /

GS1_packaging_Height

Unit of Measure VARCHAR (250) (Linear Unit of Measure Name)

DRUG_DELIVERY_METHOD /

GS1_route_Of_Administration

Drug Delivery Method

VARCHAR (250) (Drug Delivery Method Name)

DRUG_UNIT_OF_DOSAGE Dosage Unit VARCHAR (250) (Drug Unit of Dosage Name)

DRUG_DOSAGE_FORM /

GS1_dosage_Form_Type

Dosage Form VARCHAR (250) (Drug Dosage Form Name)

DRUG_FORMULARY /

GS1_packaging_Depth

Drug Formulary VARCHAR (250) (Drug Formulary Name)

DRUG_UNIT_OF_PRESENTATION Drug Unit of Presentation

VARCHAR (250) (Drug Unit of Presentation Name)

DRUG_UNIT_OF_STRENGTH /

GS1_ingredient_Strength_And_Strength_ Basis

Drug Unit of Strength

VARCHAR (250) (Drug Unit of Strength Name)

ANTIMALARIAL_PRODUCT_TYPE Antimalarial Product Type

VARCHAR (250) (Anti-Malarial Product Type Name)

ANTIMALARIAL_PRIMARY_ACTIVE_INGRED

IENT

Active Ingredient VARCHAR (250) (Anti-Malarial Active Ingredient Name)

ANTIMALARIAL_SECONDARY_ACTIVE_INGR

EDIENT

Active Ingredient VARCHAR (250) (Anti-Malarial Active Ingredient Name)

THERAPEUTIC_FOOD_FORTIFICATION_TYP

E

Therapeutic Food Fortification Type

VARCHAR (250) (Therapeutic Food Fortification Type Name)

THERAPEUTIC_FOOD_TREATED_CONDITIO

N

Therapeutic Food Treated Condition

VARCHAR (250) (Therapeutic Food Treated Condition Name)

LAB_SUPPLY_PRODUCT_TYPE Lab Supply Product Type

VARCHAR (250) (Lab Supply Product Type Name)

LAB_EQUIPMENT_PRODUCT_TYPE Lab Equipment Product Type

VARCHAR (250) (Lab Equipment Product Type Name)

FAMILY_PLANNING_PRODUCT_TYPE Family Planning Product Type

VARCHAR (250) (Family Planning Product Type

FAMILY_PLANNING_CONTRACEPTIVE_MET

HOD

Contraceptive Method

VARCHAR (250) (Family Planning Contraceptive Method Name)

FEMALE_CONDOM_PRODUCT_TYPE Female Condom Product Type

VARCHAR (250) (Female Condom Product Type Name)

CONDOM_PRODUCT_MATERIAL /

GS1_does_Trade_Item_Contain_Latex

Condom Product Material

VARCHAR (250) (Condom Product Material Name)

CONDOM_PRODUCT_SIZE Condom Product Size

VARCHAR (250) (Condom Product Size Name)

CONDOM_PRODUCT_FLAVOR Condom Product Flavor

VARCHAR (250) (Condom Product Flavor Name)

CONDOM_PRODUCT_SCENT Condom Product Scent

VARCHAR (250) (Condom Product Scent Name)

CONDOM_PRODUCT_COLOR /

GS1_colour_Code_List_Code

Condom Product Color

VARCHAR (250) (Condom Product Color Name)

CONDOM_PRODUCT_TEXTURE Condom Product Texture

VARCHAR (250) (Condom Product Texture Name)

CONDOM_PRODUCT_NOVELTY_TYPE Condom Product Novelty Type

VARCHAR (250) (Condom Product Novelty Type Name)

FAMILY_PLANNING_PRODUCT_SPERMICID

E_ACTIVE_INGREDIENT

Product Spermicide Active

Ingredient

VARCHAR (250) (Family Planning Product Spermicide Active Ingredient Name)

INTRAUTERINE_DEVICE_TYPE IUD Type VARCHAR (250) (Intrauterine Device Type Name)

INTRAUTERINE_DEVICE_ACTIVE_INGREDIE

NT

IUD Active Ingredient

VARCHAR (250) (Intrauterine Device Active Ingredient

RAPID_TEST_KIT_TARGET_PATHOGEN RTK Target Pathogen

VARCHAR (250) (Rapid Test Kit Target Pathogen Name)

MEDICAL_DEVICE_PRODUCT_TYPE Medical Device Product Type

VARCHAR (250) (Medical Device Product Type Name)

GLOBAL_MEDICAL_DEVICE_NOMENCLATU

RE_ID / GS1_gMDN_Code

GMDN Code VARCHAR (250) (GMDN Code Name)

UNIVERSAL_MEDICAL_DEVICE_NOMENCLA

TURE_SYSTEM

UMDNS Code VARCHAR (250) (UMDNS Code Name)

SERVICE_PRODUCT_TYPE Service Product Type

VARCHAR (250) (Service Product Type Name)

TRADE_ITEM_SHORT_NAME /

GS1_description_Short

-N/A- VARCHAR (75)

TRADE_ITEM_LONG_NAME -N/A- VARCHAR (150)

TRADE_ITEM_BRAND_NAME /

GS1_brand_Name

-N/A- VARCHAR (250)

TRADE_ITEM_DESCRIPTION -N/A- VARCHAR (250)

TRADE_ITEM_GTIN /

GS1_global_Trade_Item_Number

-N/A- VARCHAR (14)

TRADE_ITEM_UPC -N/A- VARCHAR (13)

TRADE_ITEM_SKU -N/A- VARCHAR (15)

IS_TRADE_ITEM_A_BASE_UNIT_YESNO_FL

AG / GS1_is_Trade_Item_A_Base_Unit

-N/A- CHAR (1) Y/N

TRADE_ITEM_WEIGHT_PER_UNIT /

GS1_packaging_Weight

-N/A- DECIMAL (9,3) ######.###

TRADE_ITEM_DEPTH_PER_UNIT /

GS1_packaging_Depth

-N/A- DECIMAL (9,3) ######.###

TRADE_ITEM_WIDTH_PER_UNIT /

GS1_packaging_Width

-N/A- DECIMAL (9,3) ######.###

TRADE_ITEM_HEIGHT_PER_UNIT /

GS1_packaging_Height

-N/A- DECIMAL (9,3) ######.###

TRADE_ITEM_VOLUME_PER_UNIT -N/A- DECIMAL (9,3) ######.###

TRADE_ITEM_DELIVERY_LEAD_TIME_DAYS -N/A- INTEGER

TRADE_ITEM_SHELF_LIFE_DAYS -N/A- INTEGER

TRADE_ITEM_MULTIPLE_ORDER_QUANTIT

Y

-N/A- INTEGER

TRADE_ITEM_MINIMUM_ORDER_QUANTIT

Y

-N/A- INTEGER

TRADE_ITEM_PACKING_NOTES -N/A- VARCHAR (250)

TRADE_ITEM_PACKAGING_LEVEL /

GS1_packaging_Level

-N/A- SMALLINT

TRADE_ITEM_UNITS_PER_CARTON /

GS1_quantity_Of_Inner_Pack

-N/A- INTEGER

TRADE_ITEM_UNITS_PER_INNER_CARTON

GS1_quantity_Of_Next_Level_Trade_Item _Within_Inner_Pack

-N/A- INTEGER

TRADE_ITEM_TOTAL_PRIMARY_UNITS_PER

_ALL_INNER_CARTONS /

GS1_units_Per_Trade_Item

-N/A- INTEGER

TRADE_ITEM_GROSS_WEIGHT /

GS1_packaging_Weight

-N/A- DECIMAL (9,3) ######.###

TRADE_ITEM_MANUFACTURER_PRODUCTI

ON_CAPACITY_PER_YEAR

-N/A- INTEGER

DRUG_INTERNATIONAL_NONPROPRIETOR

_NAME_NAME

-N/A- VARCHAR (100)

DRUG_GENERIC_NAME -N/A- VARCHAR (250)

DRUG_INNOVATOR_NAME -N/A- VARCHAR (250)

DRUG_STRENGTH -N/A- DECIMAL (7,3) ####.###

DRUG_DOSAGE_AMOUNT -N/A- DECIMAL (7,3) ####.###

LAB_EQUIPMENT_CAPABILITY_DESCRIPTIO

N

-N/A- VARCHAR (250)

LAB_SUPPLY_USES_QUANTITY -N/A- VARCHAR (50)

FAMILY_PLANNING_CONTRACEPTIVE_MET

HOD_MONTHS_OF_PROTECTION

-N/A- INTEGER

FAMILY_PLANNING_IMPLANTABLE_CONTR

ACEPTIVE_LIFESPAN_MONTHS

-N/A- INTEGER

FAMILY_PLANNING_INTRAUTERINE_DEVIC

E_LIFESPAN_MONTHS

-N/A- INTEGER

FAMILY_PLANNING_CONDOM_LUBRICATE

D_YESNO_FLAG

-N/A- CHAR (1) Y/N

FAMILY_PLANNING_CONDOM_SPECIAL_FO

IL_TEXT

-N/A- VARCHAR (250)

FAMILY_PLANNING_CONDOM_COLOR_TEX

T / GS1_colour_Code_List_Code

-N/A- VARCHAR (50)

FAMILY_PLANNING_CONDOM_EXTERNAL_

RETENTION_FEATURE

-N/A- VARCHAR (50)

FAMILY_PLANNING_CONDOM_INTERNAL_

RETENTION_FEATURE

-N/A- VARCHAR (50)

RAPID_TEST_KIT_USES -N/A- INTEGER

MEDICAL_DEVICE_US_FEDERAL_DRUG_AG

ENCY_PRODUCT_CODE_NUMBER

-N/A- VARCHAR (20)

MEDICAL_DEVICE_US_FEDERAL_DRUG_AG

ENCY_PRODUCT_CODE_DESCRIPTION

-N/A- VARCHAR (50)

SERVICE_PRODUCT_ESTIMATED_STAFFING

_COUNT

-N/A- INTEGER

SERVICE_PRODUCT_ESTIMATED_DURATIO

N_MONTHS

-N/A- INTEGER

Table 1 Trade Item File Layout

1.3.2 Trade Item Care Instructions

The below fields are required for the Trade Item Care Instructions file. This file will include data for specifying care and handling for Trade Items. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team.

A record in this file indicates a single instruction for a single Trade Item. Trade Item Care Instructions are only required at the “Base” (lowest consumable) Trade Item level.

Field Name Code Table Data Type Format

TRADE_ITEM_CARE_INSTRUCTION_ID -N/A- INTEGER

CARE_INSTRUCTION_TYPE Care

Institution Type

VARCHAR (250) (Care Instruction Type Name)

TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

TRADE_ITEM_CARE_INSTRUCTION_VALUE_LO

W

-N/A- VARCHAR (50)

TRADE_ITEM_CARE_INSTRUCTION_VALUE_HIG

H

-N/A- VARCHAR (50)

TRADE_ITEM_CARE_INSTRUCTION_VALUE_TEX

T_LIST

-N/A- VARCHAR (50)

TRADE_ITEM_CARE_INSTRUCTION_COMMENT

S

-N/A- VARCHAR (4000)

Table 5 Trade Item Care Instruction File Layout

1.3.3 Trade Item Associations

The below fields are required for the Trade Item Associations file. This file will include data for maintaining associations between Trade Items. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team.

A record in this file indicates a single association between two Trade Items. Note that the “is a package of packages of packages …” relationship is provided in the “CHILD_TRADE_ITEM_ID” field in the Trade

Item file itself. This file is only required for items that have some relationship not specified in the other two “association” files (Substitution and Composite).

Trade Item Associations are typically going to be at the “Base” (lowest consumable) Trade Item level, but could be at other packaging levels.

TRADE_ITEM_ASSOCIATION_ID -N/A- INTEGER

TRADE_ITEM_ASSOCIATION_TYPE Trade Item

Association Type

VARCHAR (250) (Trade Item Association Type Name)

PARENT_TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

CHILD_TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

COUNTRY Country VARCHAR (150) (Country Name, ISO Alpha 2 Country Code, ISO Alpha 3 Country Code, ISO Numeric 3 Country Code)

ASSOCIATION_ACTIVE_YESNO_FLAG -N/A- CHAR (1) Y/N

PARENT_CHILD_EXCLUSIVE_YESNO_FLAG -N/A- CHAR (1) Y/N

CHILD_PARENT_EXCLUSIVE_YESNO_FLAG -N/A- CHAR (1) Y/N

ASSOCIATION_NOTES -N/A- VARCHAR (4000)

Table 6 Trade Item Association File Layout

1.3.4 Trade Item Associations (substitutions only)

The below fields are required for the substitutions subset of the Trade Item Associations file. This file will include data for maintaining associations between Trade Items that specify how one Trade Item may be substituted for another. If a field is not readily available, please populate any NULL values with “- N/A-“ to inform the acquiring data team.

A record in this file indicates a single substitution association between two Trade Items. The ASSOCIATION_MULTIPLE_QUANTITY field specifies how many of the substituted Trade Item is needed to be the equivalent of the original Trade Item, and the ASSOCIATION_TWOWAY_YESNO_FLAG field specifies whether or not the original Trade Item may be substituted for the substitution Trade Item.

Trade Item Associations are typically going to be at the “Base” (lowest consumable) Trade Item level, TRADE_ITEM_SUBSTITUTION_ASSOCIATION_ID -N/A- INTEGER

TRADE_ITEM_SUBSTITUTION_ASSOCIATION_TY

PE

Trade Item Substitution Type

VARCHAR (250) (Trade Item Substitution Association Type Name)

ORIGINAL_TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

SUBSTITUTION_TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

COUNTRY Country VARCHAR (150) (Country Name, ISO Alpha 2 Country Code, ISO Alpha 3 Country Code, ISO Numeric 3 Country Code)

ASSOCIATION_ACTIVE_YESNO_FLAG -N/A- CHAR (1) Y/N

ASSOCIATION_TWOWAY_YESNO_FLAG -N/A- CHAR (1) Y/N

ASSOCIATION_MULTIPLE_QUANTITY -N/A- INTEGER

ASSOCIATION_NOTES -N/A- VARCHAR (4000)

Table 7 Trade Item Substitution Association File Layout

1.3.5 Trade Item Associations (composite associations only)

The below fields are required for the composite associations subset of the Trade Item Associations file.

This file will include data for maintaining associations between Trade Items that specify how one Global Trade Item may be comprised of one or more other Trade Items (i.e. “kitting” or “bundling”). If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team.

A record in this file indicates a single composite association between two Trade Items. The ORIGINAL_TRADE_ITEM_ID field specifies which Trade Item is made up of one (or more) other Trade Items (the MEMBER_TRADE_ITEM_IDs). Multiple records in this file will be needed to specify the whole “bundle.” The COMPOSITE_QUANTITY field specifies how many of the included Trade Items are needed to fill the bundle. The SUBSTITUTABLE_YESNO_FLAG field specifies whether an alternate Trade Item (with an appropriate record in the Substitution Trade Item file) may be substituted for the bundled Trade Item. Similarly, the OMITTABLE_YESNO_FLAG indicates that the bundled Trade Item is optional.

Trade Item Associations are typically going to be at the “Base” (lowest consumable) Trade Item level, TRADE_ITEM_COMPOSITE_ASSOCIATION_ID -N/A- INTEGER

TRADE_ITEM_COMPOSITE_ASSOCIATION_TYPE Trade Item

Composite Association Type

INTEGER (Trade Item Composite Association Type Name)

ORIGINAL_TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

MEMBER_TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

COUNTRY Country VARCHAR (150) Country Name, ISO Alpha 2 Country Code, ISO Alpha 3 Country Code, ISO Numeric 3 Country Code

ASSOCIATION_ACTIVE_YESNO_FLAG -N/A- CHAR (1) Y/N

SUBSTITUTABLE_YESNO_FLAG -N/A- CHAR (1) Y/N

OMITTABLE_YESNO_FLAG -N/A- CHAR (1) Y/N

COMPOSITE_QUANTITY -N/A- INTEGER

ASSOCIATION_NOTES -N/A- VARCHAR (4000)

Table 8 Trade Item Composite Association File Layout

1.3.6 Trade Item Registrations

The below fields are required for the Trade Item Registrations file. This file will include data for the locales for which Trade Items are allowed to be procured. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team.

A record in this file records the presence of the Trade Item in a Supplier’s “catalog,” along with information about Supply Chain lead times. The granularity of this file is Trade Item x Supplier x Country. Each Trade Item will appear multiple times per Supplier, once for every destination Country that the Supplier can ship the Trade Item to.

COUNTRY_TRADE_ITEM_REGISTRATION_ID -N/A- INTEGER

TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

SUPPLIER Supplier VARCHAR (250) (Supplier Name)

MANUFACTURER Manufacturer VARCHAR (250) (Manufacture r Name)

DESTINATION_COUNTRY Country VARCHAR (150) (Country Name, ISO Alpha 2 Country Code, ISO Alpha 3 Country Code, ISO Numeric 3 Country Code)

MANUFACTURER_SITE Manufacturer Site

VARCHAR (250) (Manufacture r Site Name)

REGISTRATION_EFFECTIVE_START_DATE_SRD_

DAY

-N/A- INTEGER MM/DD/YYYY

REGISTRATION_EFFECTIVE_END_DATE_SRD_D

AY

-N/A- INTEGER MM/DD/YYYY

REGISTRATION_NUMBER -N/A- VARCHAR (100)

TRADE_ITEM_MINIMUM_ORDER_QUANTITY -N/A- INTEGER

TRADE_ITEM_MAXIMUM_ORDER_QUANTITY -N/A- INTEGER

TRADE_ITEM_ORDERING_LEAD_TIME_DAYS -N/A- INTEGER

TRADE_ITEM_MANUFACTURING_LEAD_TIME_

DAYS

-N/A- INTEGER

TRADE_ITEM_SHIPPING_LEAD_TIME_DAYS -N/A- INTEGER

TRADE_ITEM_INSPECTION_LEAD_TIME_DAYS -N/A- INTEGER

TRADE_ITEM_SAMPLING_AND_TESTING_LEAD

_TIME_DAYS

-N/A- INTEGER

TRADE_ITEM_MAXIMUM_PRODUCTION_CAPA

CITY_PER_MONTH

-N/A- INTEGER

REGISTRATION_VALID_YESNO_FLAG -N/A- CHAR (1) Y/N

REGISTRATION_NOTE -N/A- VARCHAR (4000)

Table 8 Trade Item Registration File Layout

1.3.7 Trade Item Certifications

The below fields are required for the Trade Item Certifications file. This file will include data for the locales for which Trade Items are required to be pre-approved for procurement by local or other governing authorities. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team.

A record in this file records the presence of the Trade Item in a Supplier’s “catalog,” along with information about Certifications times. The granularity of this file is Trade Item x Supplier x Country x Certification Type. Each Trade Item will appear multiple times per Supplier, once for every destination Country that requires Certification and the Type of Certification that was received.

COUNTRY_TRADE_ITEM_CERTIFICATION_ID -N/A- INTEGER

PRODUCT_CERTIFICATION_TYPE Product

Certification Type

INTEGER (Product Certification Type Name)

COUNTRY Country VARCHAR (150) (Country Name, ISO Alpha 2 Country Code, ISO Alpha 3 Country Code, ISO Numeric 3 Country Code)

TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

EFFECTIVE_END_DATE_SRD_DAY -N/A- INTEGER MM/DD/YYYY

EFFECTIVE_START_DATE_SRD_DAY -N/A- INTEGER MM/DD/YYYY

CERTIFICATION_VALID_YESNO_FLAG -N/A- CHAR (1) Y/N

CERTIFICATION_NUMBER -N/A- VARCHAR (50)

CERTIFICATION_NOTE -N/A- VARCHAR (4000)

Table 9 Trade Item Certifications File Layout

1.3.8 Trade Item Waivers

The below fields are required for the Trade Item Waivers file. This file will include data for the locales for which Trade Items are allowed to be procured on a provisional or temporary basis. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team.

A record in this file records the granting of a Humanitarian Waiver for a Trade Item in a Supplier’s “catalog,” along with information about the Waiver. The granularity of this file is Trade Item x Supplier x Country. Each Trade Item will appear multiple times per Supplier, once for every destination Country that granted the Waiver.

COUNTRY_TRADE_ITEM_HUMANITARIAN_WAI

VER_ID

-N/A- INTEGER

COUNTRY Country VARCHAR (150) (Country Name, ISO Alpha 2 Country Code, ISO Alpha 3 Country Code, ISO Numeric 3 Country Code)

TRADE_ITEM_ID /

GS1_Trade_Item

-N/A- VARCHAR (400) ID_FORM//ID

_TEXT

Where:

ID_FORM is One of the following:

GTIN, UPC,

SKU, or OTHER and ID_TEXT is the set of characters of the identifier

EFFECTIVE_END_SRD_DAY -N/A- INTEGER MM/DD/YYYY

EFFECTIVE_START_SRD_DAY -N/A- INTEGER MM/DD/YYYY

WAIVER_VALID_YESNO_FLAG -N/A- CHAR (1) Y/N

Table 10 Trade Item Waiver File Layout

2 Data Content

2.1 Financials

Financials will be provided in two files that represent monthly and annual financial statements at differing grains. The Monthly Financial Statement will be provided once per month unless an update needs to occur. In this instance, the FINANCIAL_REPORT_VERSION_NUMBER would be incremented to the next value (from 1 to 2) in the file and the file would be resubmitted. The Annual Financial Statement will be provided once annually and will reflect the same incrementing strategy with the

FINANCIAL_REPORT_VERSION_NUMBER.

File File Name File Type Delimiter Header Monthly Finance [PARTNER]_MFS_YYYYMMDD.TXT FULL || Y Annual Budget [PARTNER]_AB_YYYYMMDD.TXT FULL || Y

Table 2 Financials Transmission File Lists

2.1.1 Monthly Financials Statement

The below fields are required for the Monthly Financials Statement file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

In order to comply with financial reporting standards, there is an additional table included in the appendix to assist in the creation of the file. The table includes expenses to include and expenses to exclude per specific Financial Report Technical Subcategory.

In the event that a previous month’s MFS has to be resubmitted for any reason, all subsequent months must be corrected and submitted (to adjust TO DATE and PROJECT LIFE numbers accurately).

Field Name Code Table Data Type Format

FINANCIAL_STATEMENT_ID -N/A- VARCHAR (400)

FINANCIAL_REPORT_VERSION_NUMBER -N/A- INTEGER

CONTRACT_AWARD -N/A- VARCHAR (400)

TASK_ORDER -N/A- VARCHAR (400)

PRIME_IMPLEMENTING_PARTNER Implementing

Partner

VARCHAR (400)

SUBCONTRACTOR_IMPLEMENTING_PARTNER Subcontractor VARCHAR (400) COUNTRY Country VARCHAR (400) STAFF_LOCATION_COUNTRY Country VARCHAR (400) USAID_MISSION USAID Mission VARCHAR (400) FINANCIAL_REPORT_CHARGE_LOCATION Financial

Report Charge Location

VARCHAR (400)

FINANCIAL_REPORT_SUBMISSION_DATE_SRD_

DAY

-N/A- DATE MM/DD/YYYY

FINANCIAL_REPORT_EFFECTIVE_DATE_SRD_D

AY

-N/A- DATE MM/DD/YYYY

FINANCIAL_REPORT_PERIOD_SRD_MONTH -N/A- CHAR(7) MM/YYYY

FINANCIAL_REPORT_CATEGORY Financial

Report Category

VARCHAR (400)

FINANCIAL_REPORT_CATEGORY_LEVEL Financial Report

Category Level

VARCHAR (400)

HEALTH_ELEMENT Health Element VARCHAR (400) FINANCIAL_REPORT_TECHNICAL_CATEGORY Financial

Report Technical Category

VARCHAR (400)

FINANCIAL_REPORT_TECHNICAL_SUBCATEGO

RY

Financial Report

Technical Subcategory

VARCHAR (400)

FINANCIAL_REPORT_TECHNICAL_SUBSUBCATE

GORY

-N/A- VARCHAR (400) -N/A-

ACTUAL_EXPENSE_THIS_PERIOD -N/A- NUMERIC (12,3) #########.###

ACCRUED_EXPENSE_THIS_PERIOD -N/A- NUMERIC (12,3) #########.###

ACTUAL_EXPENSE_QUARTER_TO_DATE -N/A- NUMERIC (12,3) #########.###

ACCRUED_EXPENSE_QUARTER_TO_DATE -N/A- NUMERIC (12,3) #########.###

ACTUAL_EXPENSE_YEAR_TO_DATE -N/A- NUMERIC (12,3) #########.###

ACCRUED_EXPENSE_YEAR_TO_DATE -N/A- NUMERIC (12,3) #########.###

ACTUAL_EXPENSE_LIFE_OF_PROJECT -N/A- NUMERIC (12,3) #########.###

ACCRUED_EXPENSE_LIFE_OF_PROJECT -N/A- NUMERIC (12,3) #########.###

ACTUAL_LEVEL_OF_EFFORT_PERSONDAYS_TH

IS_PERIOD

-N/A- NUMERIC (12,5) #######.###

ACCRUED_LEVEL_OF_EFFORT_PERSONDAYS_T

HIS_PERIOD

-N/A- NUMERIC (12,5) #######.###

ACTUAL_LEVEL_OF_EFFORT_PERSONDAYS_QU

ARTER_TO_DATE

-N/A- NUMERIC (12,5) #######.###

ACCRUED_LEVEL_OF_EFFORT_PERSONDAYS_

QUARTER_TO_DATE

-N/A- NUMERIC (12,5) #######.###

ACTUAL_LEVEL_OF_EFFORT_PERSONDAYS_YE

AR_TO_DATE

-N/A- NUMERIC (12,5) #######.###

ACCRUED_LEVEL_OF_EFFORT_PERSONDAYS_Y

EAR_TO_DATE

-N/A- NUMERIC (12,5) #######.###

ACTUAL_LEVEL_OF_EFFORT_PERSONDAYS_LIF

E_OF_PROJECT

-N/A- NUMERIC (12,5) #######.###

ACCRUED_LEVEL_OF_EFFORT_PERSONDAYS_L

IFE_OF_PROJECT

-N/A- NUMERIC (12,5) #######.###

Table 3 Financials Line Item

2.1.2 Annual Budget

The below fields are required for the Annual Budget file. This file will include data for Health Element and/or Task Order reporting. If a field is not readily available, please populate any NULL values with “- N/A-” to inform the acquiring data team that the values were purposely not included.

Annual Budgets will be submitted as they are completed per Task Order and/or Health Element. As a new Task Order and/or Health Element is completed and added to the Annual Budget file, this will become an accumulated or FULL AWP file. For instance, if a Health Order line item was submitted in the first quarter and an additional Health Order line item was available for submission in the second quarter, both of the Health Order line items would be submitted in the subsequent AWP file.

Field Name Code Table Data Type Format

ANNUAL_BUDGET_ID -N/A- VARCHAR (400)

FINANCIAL_REPORT_VERSION_NUMBER -N/A- INTEGER

CONTRACT_AWARD -N/A- VARCHAR (400)

HEALTH_ELEMENT Health Element VARCHAR (400) TASK_ORDER Task Order VARCHAR (400)

PRIME_IMPLEMENTING_PARTER -N/A- VARCHAR (400)

SUBCONTRACTOR_IMPLEMENTING_PARTNER -N/A- VARCHAR (400)

COUNTRY Country VARCHAR (400) STAFF_LOCATION_COUNTRY Country VARCHAR (400) USAID_MISSION USAID Mission VARCHAR (400) FINANCIAL_REPORT_CHARGE_LOCATION Financial Report

Charge Location

VARCHAR (400)

FINANCIAL_REPORT_CATEGORY Financial Report Category

VARCHAR (400)

FINANCIAL_REPORT_CATEGORY_LEVEL Financial Report Category Level

VARCHAR (400)

FINANCIAL_REPORT_TECHNICAL_SUBCATEGO

RY

Financial Report Technical

Subcategory

VARCHAR (400)

FINANCIAL_REPORT_TECHNICAL_SUBSUBCATE

GORY

-N/A- VARCHAR (400) -N/A-

FINANCIAL_REPORT_TECHNICAL_CATEGORY -N/A- VARCHAR (400)

FINANCIAL_REPORT_SUBMISSION_DATE_SRD_

DAY

-N/A- DATE MM/DD/YYYY

FINANCIAL_REPORT_EFFECTIVE_DATE_SRD_D

AY

-N/A- DATE MM/DD/YYYY

FINANCIAL_REPORT_PERIOD_SRD_YEAR -N/A- INTEGER YYYY

BUDGETED_AMOUNT -N/A- NUMERIC (12,3) #########.###

AGGREGATE_PERSON_DAYS -N/A- NUMERIC (12,5) #######.###

Table 4 Annual Budget

2.2 Product Request

Product Request will be provided in four main files that reflect differing transactions, milestones, and possible delays that have occurred throughout the lifecycle.

File File Name File Type Delimiter Header Product Request [PARTNER]_PR_YYYYMMDDHH24MISS.TXT FULL || Y Product Request Delay [PARTNER]_PRD_YYYYMMDDHH24MISS.TXT FULL || Y Product Request Line Item

[PARTNER]_PRLI_YYYYMMDDHH24MISS.TXT FULL || Y

Product Request Milestone

[PARTNER]_PRM_YYYYMMDDHH24MISS.TXT FULL || Y

Table 5 Product Request Transmission File List

2.2.1 Product Request

The below fields are required for Product Request file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRODUCT_REQUEST_ ID -N/A- VARCHAR (400)

SUPPLY_PLAN_ID -N/A- VARCHAR (400)

TASK_ORDER -N/A- VARCHAR (400)

LOGISTICS_LOCATION

Logistics Location INTEGER

PRODUCT_REQUEST_DOCUMENT_COMPLET

ION_STATUS

Document Completion

Status VARCHAR (400) PIPELINE_STAGE Pipeline Stage VARCHAR (400)

PIPELINE_ORDER_DISPOSITION

Pipeline Order

Disposition VARCHAR (400)

SUPPLY_CHAIN_FRAMEWORK

Supply Chain Framework VARCHAR (400)

COUNTRY_PROGRAM

Country Program VARCHAR (400)

HEALTH_ELEMENT Health Element VARCHAR (400) PRODUCT_REQUEST_STATUS Request Status VARCHAR (400) PRODUCT_REQUEST_URGENCY_TYPE Urgency Type VARCHAR (400) DONOR_OFFICE Donor Office VARCHAR (400)

PRODUCT_REQUEST_TYPE

Product

Request Type VARCHAR (400)

PREFERRED_INTERNATIONAL_COMMERCIAL

_TERM

INCO Terms

VARCHAR (400)

PRODUCT_REQUEST_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PRODUCT_REQUEST_ESTIMATED_READY_D

ATE _SRD_DAY

-N/A-

DATE MM/DD/YYYY

PRODUCT_REQUEST_EXPIRATION_DATE_SR

D_DAY

-N/A-

DATE MM/DD/YYYY

PRODUCT_REQUEST_SENT_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PRODUCT_REQUEST_RESPONSE_DATE_SRD

_DAY

-N/A-

DATE MM/DD/YYYY

REQUESTED_LEAD_TIME_DAYS -N/A- INTEGER

PRODUCT_REQUEST_TOTAL_QUANTITY -N/A- INTEGER

PRODUCT_REQUEST_TOTAL_VALUE -N/A- NUMERIC (12,3) #########.###

PRODUCT_REQUEST_REMARKS -N/A- VARCHAR (4000)

Table 6 Product Request

2.2.2 Product Request Delay

The below fields are required for Product Request Delay file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRODUCT_REQUEST_DELAY_ ID -N/A- VARCHAR (400)

PRODUCT_REQUEST_ID -N/A- VARCHAR (400)

DATE_DELAY_STARTED_SRD_DAY -N/A- DATE MM/DD/YYYY

DATE_DELAY_CLEARED_SRD_DAY -N/A- DATE MM/DD/YYYY

PRODUCT_REQUEST_DELAY_TYPE Delay Type VARCHAR (400)

PRODUCT_REQUEST_DELAY_REASON

Delay

Reason

VARCHAR (400)

PRODUCT_REQUEST_DELAY_DAY_COUNT INTEGER

PRODUCT_REQUEST_DELAY_REMARKS -N/A- VARCHAR (4000)

Table 7 Product Request Delay

2.2.3 Product Request Line Item

The below fields are required for Product Request Line Item file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRODUCT_REQUEST_LINE_ITEM_ ID -N/A- VARCHAR (400)

PRODUCT_REQUEST_ID -N/A- VARCHAR (400)

SUPPLY_PLAN_LINE_ITEM_ID -N/A- VARCHAR (400)

SUPPLIER_CATALOG_ITEM

Supplier Catalog

Item

GLOBAL_PRODUCT Global Catalog VARCHAR (400) PRODUCT_LINE Product VARCHAR (400)

PRODUCT_SUBCATEGORY_LEVEL_3

Product Subcategory

Level

PRODUCT_SUBCATEGORY_LEVEL_2

Product Subcategory

PRODUCT_SUBCATEGORY_LEVEL_1

Subcategory

PRODUCT_REQUEST_LINE_ITEM_STATUS_RE

ASON

Line Item Status

PRODUCT_REQUEST_LINE_ITEM_STATUS Line Item Status VARCHAR (400)

QUANTITY_UNIT_OF_MEASURE

Quantity Unit of

LINE_ITEM_REQUESTED_QUANTITY -N/A- NUMERIC (15,2) #############.##

LINE_ITEM_REQUEST_VALUE -N/A- NUMERIC (12,3) #########.###

PROJECTED_STOCK_OUT_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PREFERRED_SHIPPING_METHOD

Shipping Method VARCHAR (400)

Table 8 Product Request Line Item

2.2.4 Product Request Milestone

The below fields are required for Product Request Milestone file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRODUCT_REQUEST_MILESTONE_ID -N/A- VARCHAR (400)

PRODUCT_REQUEST _ID -N/A- VARCHAR (400)

PRODUCT_REQUEST_MILESTONE_DATE_SRD

_DAY

-N/A-

DATE MM/DD/YYYY

PRODUCT_REQUEST_MILESTONE_TYPE Milestone Type VARCHAR (400)

PRODUCT_REQUEST_MILESTONE_REASON

Milestone

Reason VARCHAR (400)

PRODUCT_REQUEST_MILESTONE_REMARKS -N/A- VARCHAR (4000)

PRODUCT_REQUEST_MILESTONE_REASON_

REMARKS

-N/A-

VARCHAR (4000)

Table 9 Product Request Milestone

2.3 Price Quote

Price Quote will be provided in five main files that reflect differing transactions, milestones, and possible delays that have occurred throughout the lifecycle.

File File Name File Type Delimiter Header Price Quote [PARTNER]_PQ_YYYYMMDDHH24MISS.TXT FULL || Y Price Quote Delay [PARTNER]_PQD_YYYYMMDDHH24MISS.TXT FULL || Y

Price Quote Header Expense

[PARTNER]_PQHE_YYYYMMDDHH24MISS.TX

T

FULL || Y

Price Quote Line Item [PARTNER]_PQLI_YYYYMMDDHH24MISS.TXT FULL || Y Price Quote Milestone [PARTNER]_PQM_YYYYMMDDHH24MISS.TXT FULL || Y

Table 10 Price Quote Transmission File List

2.3.1 Price Quote

The below fields are required for Price Quote file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRICE_QUOTE_ID -N/A- VARCHAR (400)

PRODUCT_REQUEST_ID -N/A- VARCHAR (400)

TASK_ORDER -N/A- VARCHAR (400)

COUNTRY Country VARCHAR (400) DONOR_OFFICE Donor Office VARCHAR (400)

PRICE_QUOTE_NUMBER -N/A- VARCHAR (50)

PRICE_QUOTE_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PRICE_QUOTE_ESTIMATED_DATE_READY_S

RD_DAY

-N/A-

DATE MM/DD/YYYY

PRICE_QUOTE_EXPIRATION_DATE_SRD_DA

Y

-N/A-

DATE MM/DD/YYYY

PRICE_QUOTE_SENT_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PRICE_QUOTE_RESPONSE_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PRICE_QUOTE_FINAL_INVOICE_SENT_DATE

_SRD_DAY

-N/A-

DATE MM/DD/YYYY

PRICE_QUOTE_PROCEED_TO_ORDER_DATE

_SRD_DAY

-N/A-

DATE MM/DD/YYYY

PRICE_QUOTE_TYPE

Price Quote

Type

PRICE_QUOTE_SOURCE

Price Quote

Source

PRICE_QUOTE_URGENCY_TYPE

Urgency

SUPPLIER Supplier VARCHAR (400)

HEALTH_ELEMENT

Health

Element

PIPELINE_STAGE

Pipeline

Stage

SUPPLY_CHAIN_FRAMEWORK

Supply Chain Framework

PRICE_QUOTE_STATUS

Status

PRICE_QUOTE_RESPONSE

Response

PIPELINE_ORDER_DISPOSITION

Pipeline Order

Disposition

PRICE_QUOTE_DOCUMENT_COMPLETION_

STATUS

Document Completion

SOURCE_LOGISTICS_LOCATION

Logistics Location

DESTINATION_LOGISTICS_LOCATION

INTERNATIONAL_COMMERCIAL_TERM INCO Terms VARCHAR (400)

SHIPPING_METHOD

Shipping Method

FREIGHT_FORWARDER

Freight

Forwarder

COUNTRY_PROGRAM

Country Program

CURRENCY Currency VARCHAR (400)

PAYMENT_TERMS_TYPE

Payment

Terms Type

ORDER_IN_LINE_WITH_SUPPLY_PLAN_YES

NO_FLAG

-N/A-

CHAR (1) Y/N

CURRENCY_EXCHANGE_RATE

-N/A-

DECIMAL (18,6)

HEADER_DISCOUNT_PERCENTAGE -N/A- DECIMAL (4,3) #.###

HEADER_DISCOUNT_VALUE -N/A- NUMERIC (12,3) #########.###

TOTAL_LINE_ITEM_DISCOUNT_VALUE -N/A- NUMERIC (12,3) #########.###

FREIGHT_EXPENSE -N/A- NUMERIC (12,3) #########.###

INSURANCE_EXPENSE -N/A- NUMERIC (12,3) #########.###

QUALITY_ASSURANCE_EXPENSE -N/A- NUMERIC (12,3) #########.###

SECURITY_EXPENSE -N/A- NUMERIC (12,3) #########.###

OTHER_HEADER_EXPENSES -N/A- NUMERIC (12,3) #########.###

PRICE_QUOTE_REASON -N/A- VARCHAR (4000)

PRICE_QUOTE_REMARKS -N/A- VARCHAR (4000)

PRICE_QUOTE_INVOICE_FINAL_COMMENT

S

-N/A-

VARCHAR (4000)

PRICE_QUOTE_RESPONSE_COMMENTS -N/A- VARCHAR (4000)

Table 11 Price Quote

2.3.2 Price Quote Delay

The below fields are required for Price Quote Delay file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

PRICE_QUOTE_DELAY_ ID -N/A- VARCHAR (400)

PRICE_QUOTE_ID -N/A- VARCHAR (400)

DATE_DELAY_STARTED_SRD_DAY -N/A- DATE MM/DD/YYYY

DATE_DELAY_CLEARED_SRD_DAY -N/A- DATE MM/DD/YYYY

PRICE_QUOTE_DELAY_TYPE Delay Type VARCHAR (400)

PRICE_QUOTE_DELAY_REASON

Delay

PRICE_QUOTE_DELAY_DAY_COUNT -N/A- INTEGER

PRICE_QUOTE_DELAY_REMARKS -N/A- VARCHAR (4000)

Table 12 Price Quote Delay

2.3.3 Price Quote Header Expense

The below fields are required for Price Quote Header Expense file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRICE_QUOTE_HEADER_EXPENSE_ID -N/A- VARCHAR (400)

PRICE_QUOTE_ID -N/A- VARCHAR (400)

PRICE_QUOTE_HEADER_EXPENSE_TYPE

Header

Expense Type

EXPENSE_VALUE -N/A- NUMERIC (12,3) #########.###

EXPENSE_DISCOUNT_PERCENTAGE -N/A- DECIMAL (4,3) #.###

EXPENSE_DISCOUNT_VALUE -N/A- NUMERIC (12,3) #########.###

Table 13 Price Quote Header Expense

2.3.4 Price Quote Line Item

The below fields are required for Price Quote Line Item file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRICE_QUOTE_LINE_ITEM_ID -N/A- VARCHAR (400)

PRICE_QUOTE_ID -N/A- VARCHAR (400)

PRODUCT_REQUEST_LINE_ITEM_ID -N/A- VARCHAR (400)

SUPPLIER_CATALOG_ITEM

Supplier

Catalog Item

GLOBAL_PRODUCT

Global

MANUFACTURER Manufacturer VARCHAR (400)

PRICE_QUOTE_LINE_ITEM_STATUS

Line Item

PRICE_QUOTE_LINE_ITEM_STATUS_REASON

Line Item

Status Reason

Quantity Unit of Measure

STOCKOUT_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

LINE_ITEM_QUANTITY -N/A- NUMERIC (15,2) #############.##

LINE_ITEM_UNIT_PRICE -N/A- NUMERIC (12,3) #########.###

LINE_ITEM_VALUE -N/A- NUMERIC (12,3) #########.###

LINE_ITEM_EX-WORKS_VALUE -N/A- NUMERIC (12,3) #########.###

LINE_ITEM_DISCOUNT_PERCENTAGE -N/A- DECIMAL (4,3) #.###

LINE_ITEM_DISCOUNT_VALUE -N/A- NUMERIC (12,3) #########.###

Table 14 Price Quote Line Item

2.3.5 Price Quote Milestone

The below fields are required for Price Quote Milestone file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PRICE_QUOTE_MILESTONE_ID -N/A- VARCHAR (400)

PRICE_QUOTE_ID -N/A- VARCHAR (400)

PRICE_QUOTE_MILESTONE_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PRICE_QUOTE_MILESTONE_TYPE

Milestone

PRICE_QUOTE_MILESTONE_REASON

Milestone

PRICE_QUOTE_MILESTONE_REMARKS -N/A- VARCHAR (4000)

PRICE_QUOTE_MILESTONE_REASON_REMA

RKS

-N/A-

Table 15 Price Quote Milestone

2.4 Purchase Orders

Purchase Orders will be provided in five main files that reflect differing transactions, milestones, and possible delays that have occurred throughout the lifecycle.

File File Name File Type Delimiter Header Purchase Order [PARTNER]_PO_YYYYMMDDHH24MISS.TXT FULL || Y Purchase Order Delay [PARTNER]_POD_YYYYMMDDHH24MISS.TXT FULL || Y Purchase Order Header Expense

[PARTNER]_POHE_YYYYMMDDHH24MISS.TXT FULL || Y

Purchase Order Line Item [PARTNER]_POLI_YYYYMMDDHH24MISS.TXT FULL || Y Purchase Order Milestone

[PARTNER]_POM_YYYYMMDDHH24MISS.TXT FULL || Y

Table 16 Purchase Order Transmission File List

2.4.1 Purchase Order

The below fields are required for the Purchase Order file. If a field is not readily available, please populate any NULL values with “-N/A-“ to inform the acquiring data team that the values were purposely not included.

Field Name Code Table Data Type Format

PURCHASE_ORDER_ID -N/A- VARCHAR (400)

PRICE_QUOTE_ID -N/A- VARCHAR (400)

TASK_ORDER -N/A- VARCHAR (400)

PURCHASE_ORDER_TYPE Purchase Order

Type

VARCHAR (400)

COUNTRY Country VARCHAR (400) DONOR_OFFICE Donor Office VARCHAR (400) SUPPLIER Supplier VARCHAR (400) HEALTH_ELEMENT Health Element VARCHAR (400) CONSIGNEE Consignee VARCHAR (400) PROCURING_AGENCY Procuring Agency VARCHAR (400) PURCHASE_ORDER_URGENCY_TYPE Purchase Order

Urgency Type

VARCHAR (400)

PIPELINE_STAGE Pipeline Stage VARCHAR (400) SUPPLY_CHAIN_FRAMEWORK Supply Chain

Framework

VARCHAR (400)

PURCHASE_ORDER_STATUS Purchase Order Status

VARCHAR (400)

PIPELINE_ORDER_DISPOSITION Pipeline Order Disposition

VARCHAR (400)

PURCHASE_ORDER_DOCUMENT_COMPLETI

ON_STATUS

Document Completion Status

VARCHAR (400)

SOURCE_LOGISTICS_LOCATION Logistics Location VARCHAR (400) DESTINATION_LOGISTICS_LOCATION Logistics Location VARCHAR (400)

SOURCE_INTERNATIONAL_COMMERCIAL_T

ERM

INCO Terms VARCHAR (400)

DESTINATION_INTERNATIONAL_COMMERCI

AL_TERM

INCO Terms VARCHAR (400)

PURCHASE_ORDER_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

FINANCIAL_REPORT_PERIOD_SRD_MONTH -N/A- CHAR(6) YYYYMM

FINANCIAL_REPORT_CHARGE_LOCATION Financial Report

Charge Location

VARCHAR (400)

BLANKET_PURCHASE_ORDER_VALID_FROM

_DATE_SRD_DAY

-N/A- DATE MM/DD/YYYY

BLANKET_PURCHASE_ORDER_VALID_TO_D

ATE_SRD_DAY

-N/A- DATE MM/DD/YYYY

PROECTED_DELIVERY_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

VENDOR_PROMISED_BY_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PRESHIPMENT_INSPECTION_DATE_SRD_DA

Y

-N/A- DATE MM/DD/YYYY

ESTIMATED_READY_FOR_FREIGHT_DATE_S

RD_DAY

-N/A- DATE MM/DD/YYYY

EXPORT_DOCUMENT_RECEIVED_DATE_SRD

_DAY

-N/A- DATE MM/DD/YYYY

PURCHASE_ORDER_CREATED_DATE_SRD_D

AY

-N/A- DATE MM/DD/YYYY

PURCHASE_ORDER_RECEIVED_DATE_SRD_

DAY

-N/A- DATE MM/DD/YYYY

PURCHASE_ORDER_SENT_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PLANNED_IN_COUNTRY_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

PLANNED_DELIVERY_DATE_SRD_DAY -N/A- DATE MM/DD/YYYY

SHIPPING_METHOD Shipping…