656
Views
13
CrossRef citations to date
0
Altmetric
Articles

Offshore manufacturing contract design based on transfer price considering green tax: a bilevel programming approach

, ORCID Icon &
Pages 1825-1849 | Received 11 Sep 2014, Accepted 14 Jan 2016, Published online: 12 Feb 2016

References

  • Almutairi, H., and S. Elhedhli. 2014. “Carbon Tax Based on the Emission Factor: A Bilevel Programming Approach.” Journal of Global Optimization 58 (4): 795–815.10.1007/s10898-013-0068-8
  • Amouzegar, M. A., and S. E. Jacobsen. 1998. “A Decision Support System for Regional Hazardous Waste Management Alternatives.” Journal of Applied Mathematics and Decision Sciences 2 (1): 23–50.10.1155/S1173912698000029
  • Amouzegar, M. A., and K. Moshirvaziri. 1999. “Determining Optimal Pollution Control Policies: An Application of Bilevel Programming.” European Journal of Operational Research 119 (1): 100–120.10.1016/S0377-2217(98)00336-1
  • Bard, J. F. 1983. “An Efficient Point Algorithm for a Linear Two-stage Optimization Problem.” Operations Research 31 (4): 670–684.10.1287/opre.31.4.670
  • Bard, J. F., and J. T. Moore. 1990. “The Mixed Integer Linear Bilevel Programming Problem.” Operations Research 38 (5): 911–921.
  • Ben-Ayed, O. 1993. “Bilevel Linear Programming.” Computers & Operations Research 20 (5): 485–501.
  • Benjaafar, S., E. Elahi, and K. L. Donohue. 2007. “Outsourcing via Service Competition.” Management Science 53 (2): 241–259.10.1287/mnsc.1060.0612
  • Bialas, W. F., and M. H. Karwan. 1982. “On Two-level Optimization.” IEEE Transactions on Automatic Control 27 (1): 211–214.10.1109/TAC.1982.1102880
  • Bialas, W. F., and M. H. Karwan. 1984. “Two-level Linear Programming.” Management Science 30 (8): 1004–1020.10.1287/mnsc.30.8.1004
  • Biermann, F., and R. Brohm. 2004. “Implementing the Kyoto Protocol without the USA: The Strategic Role of Energy Tax Adjustments at the Border.” Climate Policy 4 (3): 289–302.10.1080/14693062.2004.9685526
  • Brandenburg, M., K. Govindan, J. Sarkis, and S. Seuring. 2014. “Quantitative Models for Sustainable Supply Chain Management: Developments and Directions.” European Journal of Operational Research 233 (2): 299–312.10.1016/j.ejor.2013.09.032
  • Cachon, G. P., and F. Zhang. 2006. “Procuring Fast Delivery: Sole Sourcing with Information Asymmetry.” Management Science 52 (6): 881–896.10.1287/mnsc.1060.0510
  • Cachon, G. P., and F. Zhang. 2007. “Obtaining Fast Service in a Queueing System via Performance-based Allocation of Demand.” Management Science 53 (3): 408–420.10.1287/mnsc.1060.0636
  • Calvete, H. I., C. Galé, and M.J. Oliveros. 2011. “Bilevel Model for Production–Distribution Planning Solved by Using Ant Colony Optimization.” Computers & Operations Research 38 (1): 320–327.10.1016/j.cor.2010.05.007
  • Candler, W., and R. Townsley. 1982. “A Linear Two-level Programming Problem.” Computers and Operations Research 9 (1): 59–76.10.1016/0305-0548(82)90006-5
  • Chen, Y., P. Dubey, and D. Sen. 2011. “Outsourcing Induced by Strategic Competition.” International Journal of Industrial Organization 29 (4): 484–492.10.1016/j.ijindorg.2010.10.001
  • Cohen, M. A., and N. Agrawal. 1999. “An Analytical Comparison of Long and Short Term Contracts.” IIE Transactions 31 (8): 783–796.
  • Colson, B., P. Marcotte, and G. Savard. 2007. “An Overview of Bilevel Optimization.” Annals of Operations Research 153 (1): 235–256.10.1007/s10479-007-0176-2
  • Conrad, K. 1993. “Taxes and Subsidies for Pollution-intensive Industries as Trade Policy.” Journal of Environmental Economics and Management 25 (2): 121–135.10.1006/jeem.1993.1037
  • Dou, Y., and J. Sarkis. 2010. “A Joint Location and Outsourcing Sustainability Analysis for a Strategic Offshoring Decision.” International Journal of Production Research 48 (2): 567–592.10.1080/00207540903175145
  • Edmunds, T. A., and J. F. Bard. 1992. “An Algorithm for the Mixed-integer Nonlinear Bilevel Programming Problem.” Annals of Operations Research 34 (1): 149–162.10.1007/BF02098177
  • Elmaghraby, W. J. 2000. “Supply Contract Competition and Sourcing Policies.” Manufacturing and Service Operations Management 2 (4): 350–371.10.1287/msom.2.4.350.12340
  • Falk, J. E. 1973. “A Linear Max – Min Problem.” Mathematical Programming 5 (1): 169–188.10.1007/BF01580119
  • Floudas, C. A. 2000. Deterministic Global Optimization: Theory, Methods and Application, Vol. 37 of Nonconvex Optimization and Its Applications. Dordrecht: Kluwer Academic.10.1007/978-1-4757-4949-6
  • Fortuny-Amat, J., and B. McCarl. 1981. “A Representation and Economic Interpretation of a Two-level Programming Problem.” Journal of the Operational Research Society 32 (9): 783–792.10.1057/jors.1981.156
  • Fullerton, D., and S. E. West. 2002. “Can Taxes on Cars and on Gasoline Mimic an Unavailable Tax on Emissions?” Journal of Environmental Economics and Management 43 (1): 135–157.10.1006/jeem.2000.1169
  • Garner, C. A. 2004. “Offshoring in the Service Sector: Economic Impact and Policy Issues.” Economic Review-federal Reserve Bank of Kansas City 89: 5–38.
  • Gendreau, M., P. Marcotte, and G. Savard. 1996. “A Hybrid Tabu-ascent Algorithm for the Linear Bilevel Programming Problem.” Journal of Global Optimization 8 (3): 217–233.10.1007/BF00121266
  • Govindan, K., S. Rajendran, J. Sarkis, and P. Murugesan. 2013. “Multi Criteria Decision Making Approaches for Green Supplier Evaluation and Selection: A Literature Review.” Journal of Cleaner Production. http://dx.doi.org/10.1016/j.jcleopro.2013.06.046.
  • Gümüş, Z. H., and C. A. Floudas. 2001. “Global Optimization of Nonlinear Bilevel Programming Problems.” Journal of Global Optimization 20 (1): 1–31.10.1023/A:1011268113791
  • Gunasekaran, A., Z. Irani, and T. Papadopoulos. 2013. “Modelling and Analysis of Sustainable Operations Management: Certain Investigations for Research and Applications.” Journal of the Operational Research Society 65 (6): 806–823.
  • Hotelling, H. 1929. “Stability in Competition.” The Economic Journal 39: 41–57.10.2307/2224214
  • Houghton, J. 2009. Global Warming. Cambridge: Cambridge University Press.10.1017/CBO9780511841590
  • Júdice, J. J., and A. M. Faustino. 1992. “A Sequential LCP Method for Bilevel Linear Programming.” Annals of Operations Research 34 (1): 89–106.10.1007/BF02098174
  • Kainuma, M., Y. Matsuoka, T. Morita, and G. Hibino. 1999. “Development of an End-use Model for Analyzing Policy Options to Reduce Greenhouse Gas Emissions.” IEEE Transactions on Systems, Man and Cybernetics, Part C (Applications and Reviews) 29 (3): 317–324.10.1109/5326.777068
  • Kleindorfer, P. R., and D. J. Wu. 2003. “Integrating Long- and Short-term Contracting via Business-to-business Exchanges for Capital-intensive Industries.” Management Science 49 (11): 1597–1615.10.1287/mnsc.49.11.1597.20583
  • Kolstad, C. D., and L. S. Lasdon. 1990. “Derivative Evaluation and Computational Experience with Large Bilevel Mathematical Programs.” Journal of Optimization Theory and Applications 65 (3): 485–499.10.1007/BF00939562
  • Lin, X. K., A. P. Li, and B. S. Chen. 2006. “Scheduling Optimization of Mixed Model Assembly Lines with Hybrid Particle Swarm Optimization Algorithm.” Industrial Engineering and Management 1: 011.
  • Liu, Z. L., T. D. Anderson, and J. M. Cruz. 2012. “Consumer Environmental Awareness and Competition in Two-stage Supply Chains.” European Journal of Operational Research 218 (3): 602–613.10.1016/j.ejor.2011.11.027
  • Mathieu, R., L. Pittard, and G. Anandalingam. 1994. “Genetic Algorithm Based Approach to Bi-level Linear Programming.” RAIRO. Recherche Opérationnelle 28 (1): 1–21.
  • Murthy, N. N., S. Soni, and S. Ghosh. 2004. “A Framework for Facilitating Sourcing and Allocation Decisions for Make-to-order Items.” Decision Sciences 35 (4): 609–637.10.1111/deci.2004.35.issue-4
  • Nordhaus, W. D. 1993. “Optimal Greenhouse-gas Reductions and Tax Policy in the ‘DICE’ Model.” The American Economic Review 83 (2): 313–317.
  • Özer, Ö., and W. Wei. 2006. “Strategic Commitments for an Optimal Capacity Decision under Asymmetric Forecast Information.” Management Science 52 (8): 1238–1257.
  • Parry, I. W., R. C. Williams III, and L. H. Goulder. 1999. “When Can Carbon Abatement Policies Increase Welfare? The Fundamental Role of Distorted Factor Markets.” Journal of Environmental Economics and Management 37 (1): 52–84.10.1006/jeem.1998.1058
  • Pauwelyn, J. H. 2007. US Federal Climate Policy and Competitiveness Concerns: The Limits and Options of International Trade Law, Working Paper 07–02. Durham, NC: Nicholas Institute for Environmental Policy Solutions, Duke University.
  • Pierce, A., and D. Sen. 2014. “Outsourcing versus Technology Transfer: Hotelling Meets Stackelberg.” Journal of Economics 111 (3): 263–287.10.1007/s00712-012-0328-y
  • Sahin, K. H., and A. R. Ciric. 1998. “A Dual Temperature Simulated Annealing Approach for Solving Bilevel Programming Problems.” Computers & Chemical Engineering 23 (1): 11–25.10.1016/S0098-1354(98)00267-1
  • Savard, G., and J. Gauvin. 1994. “The Steepest Descent Direction for the Nonlinear Bilevel Programming Problem.” Operations Research Letters 15 (5): 265–272.10.1016/0167-6377(94)90086-8
  • Serel, D. A., M. Dada, and H. Moskowitz. 2001. “Sourcing Decisions with Capacity Reservation Contracts.” European Journal of Operational Research 131 (3): 635–648.10.1016/S0377-2217(00)00106-5
  • Seuring, S. 2013. “A Review of Modeling Approaches for Sustainable Supply Chain Management.” Decision Support Systems 54 (4): 1513–1520.10.1016/j.dss.2012.05.053
  • Shimizu, K., and E. Aiyoshi. 1981. “A New Computational Method for Stackelberg and Min–Max Problems by Use of a Penalty Method.” IEEE Transactions on Automatic Control 26 (2): 460–466.10.1109/TAC.1981.1102607
  • Sinha, A., P. Malo, A. Frantsev, and K. Deb. 2013. “Multi-objective Stackelberg Game between a Regulating Authority and a Mining Company: A Case Study in Environmental Economics.” 2013 IEEE Congress on Evolutionary Computation (CEC), Cancun, Mexico.  478–485.10.1109/CEC.2013.6557607
  • Stackelberg, H. V. 1952. The Theory of the Market Economy. Glasgow: William Hodge & Company Limited.
  • Tietenberg, T. 2003. “The Tradable-permits Approach to Protecting the Commons: Lessons for Climate Change.” Oxford Review of Economic Policy 19 (3): 400–419.10.1093/oxrep/19.3.400
  • Tuy, H., A. Migdalas, and P. Värbrand. 1993. “A Global Optimization Approach for the Linear Two-level Program.” Journal of Global Optimization 3 (1): 1–23.10.1007/BF01100237
  • Ünlü, G. 1987. “A Linear Bilevel Programming Algorithm Based on Bicriteria Programming.” Computers and Operations Research 14 (2): 173–179.
  • Vicente, L., G. Savard, and J. Júdice. 1994. “Descent Approaches for Quadratic Bilevel Programming.” Journal of Optimization Theory and Applications 81 (2): 379–399.10.1007/BF02191670
  • Wang, Z., W. Gao, and S. K. Mukhopadhyay. 2013. "Impact of Taxation on International Transfer Pricing and Offshoring Decisions." Annals of Operations Research November: 1–25. doi:10.1007/s10479-013-1489-y.10.1155/2013/584762
  • White, D. J., and G. Anandalingam. 1993. “A Penalty Function Approach for Solving Bi-level Linear Programs.” Journal of Global Optimization 3 (4): 397–419.10.1007/BF01096412
  • Wu, D. D. 2010. “Bi-level Programming Data Envelopment Analysis with Constrained Resource.” European Journal of Operational Research 207: 856–864.10.1016/j.ejor.2010.05.008
  • Wu, D. D., and D. Olson. 2010. “Enterprise Risk Management: A DEA VaR Approach in Vendor Selection.” International Journal of Production Research 48 (16): 4919–4932.10.1080/00207540903051684
  • Wu, D. D., and D. L. Olson. 2013. “Computational Simulation and Risk Analysis: An Introduction of State of the Art Research.” Mathematical and Computer Modelling 58: 1581–1587.10.1016/j.mcm.2013.07.004
  • Wu, X., and F. Zhang. 2014. “Home or Overseas? An Analysis of Sourcing Strategies under Competition.” Management Science 60 (5): 1223–1240.10.1287/mnsc.2013.1823
  • Wu, D., O. Baron, and O. Berman. 2009. “Bargaining in Competing Supply Chains with Uncertainty.” European Journal of Operational Research 197: 548–556.10.1016/j.ejor.2008.06.032
  • Wu, D. D., D. L. Olson, and J. R. Birge. 2011. “Editorial: Introduction to Special Issue on ‘Enterprise Risk Management in Operations’.” International Journal of Production Economics 134: 1–2.10.1016/j.ijpe.2011.07.002
  • Wu, D. D., C. Luo, H. Wang, and J. R. Birge. 2014. “Bi-level Programming Merger Evaluation and Application to Banking Operations.” Production and Operations Management March: 1–18. doi:10.1111/poms.12207.
  • Wyckoff, A. W., and J. M. Roop. 1994. “The Embodiment of Carbon in Imports of Manufactured Products.” Energy Policy 22 (3): 187–194.10.1016/0301-4215(94)90158-9
  • Zhao, L., Y. Qian, R. Huang, C. Li, J. Xue, and Y. Hu. 2012. “Model of Transfer Tax on Transboundary Water Pollution in China’s River Basin.” Operations Research Letters 40 (3): 218–222.10.1016/j.orl.2012.01.011
  • Zhou, X., T. Yano, and S. Kojima. 2011. “Addressing Carbon Leakage by Border Adjustment Measures. Review of Current Studies.” Economy and Environment Group, Institute for Global Environmental Strategies.
  • Zhu, X., and S. K. Mukhopadhyay. 2009. “Optimal Contract Design for Outsourcing: Pricing and Quality Decisions.” International Journal of Revenue Management 3 (2): 197–217.10.1504/IJRM.2009.024164

Reprints and Corporate Permissions

Please note: Selecting permissions does not provide access to the full text of the article, please see our help page How do I view content?

To request a reprint or corporate permissions for this article, please click on the relevant link below:

Academic Permissions

Please note: Selecting permissions does not provide access to the full text of the article, please see our help page How do I view content?

Obtain permissions instantly via Rightslink by clicking on the button below:

If you are unable to obtain permissions via Rightslink, please complete and submit this Permissions form. For more information, please visit our Permissions help page.