Lots

Metadata

To use this extension, include its URL in the extension array of your release or record package.

{
    "extensions": ["https://raw.githubusercontent.com/open-contracting/ocds_lots_extension/v1.1.3/extension.json"],
    "releases": []
}

This extension is maintained at https://github.com/open-contracting/ocds_lots_extension

Documentation

When a single tender is broken down into parts that can be bid upon, and awarded, separately, this is modelled using the lots extension.

The lots extension maintains the overall structure of an OCDS release, with items, documents and milestones nested immediately within tender, award and contract items, but it introduces an array of Lots in the tender section, and the ability to cross-reference a specific relatedLot for each item, and an array of relatedLots for documents, milestones and awards.

Optional lotDetails and lotGroups section allow more complex conditions around the award of lots to be expressed, such as the maximum value of a group of lots.

This means that systems which are not ‘lot aware’ can still understand the overall value of contracting taking place, key events, and relationships between buyers and suppliers. At the same time, ‘lot aware’ systems can make use of the cross-referenced information to present a lot-centric view on the information to users, or to analyze contracting lot by lot.

Worked example

A tender is issued for consultancy in the development of a new public building. This might include items for:

  • Architectural design
  • Architectural advisory services
  • Civil engineering consultancy
  • Structural engineering consultancy

Although part of the same tender, the buyer is willing to award these different items to different firms, and so divides the tender into three lots.

{
  "publishedDate": "2017-02-08T14:00:00Z",
  "publisher": {
    "scheme": "GB-COH",
    "uid": "09506232",
    "name": "Open Data Services Co-operative Limited",
    "uri": "http://standard.open-contracting.org/examples/"
  },
  "license": "http://opendatacommons.org/licenses/pddl/1.0/",
  "publicationPolicy": "https://github.com/open-contracting/sample-data/",
  "uri": "https://github.com/open-contracting/ocds_lots_extension/blob/master/examples/lots.json",
  "extensions":["https://raw.githubusercontent.com/open-contracting/ocds_lots_extension/v1.1/extension.json"],
  "version": "1.1",
  "releases": [
    {
      "language": "en",
      "ocid": "ocds-213czf-lots-00001",
      "id": "ocds-213czf-lots-00001-01-tender",
      "date": "2017-02-08T14:00:00Z",
      "tag": [
        "tender"
      ],
      "initiationType": "tender",
      "buyer": {
          "id": "ZZ-MISC-anytown",
          "name": "AnyTown Council "
      },
      "tender": {
        "id": "ocds-213czf-lots-00001-01-tender",
        "title": "Architecture and engineering services",
        "description": "The authority is seeking support to construct a new public building.",
        "procurementMethod": "open",
        "status": "active",
        "items": [
          {
            "id": "0001",
            "description": "Architectural advice",
            "classification": {
              "scheme": "CPV",
              "id": "71210000",
              "description": "Advisory architectural services"
            },
            "relatedLot":"lot-1"
           },
           {
            "id": "0002",
            "description": "Architectural design",
            "classification": {
              "scheme": "CPV",
              "id": "71220000",
              "description": "Architectural design services"
            },
            "relatedLot":"lot-1"
           },
           {
            "id": "0003",
            "description": "Civil engineering consultant",
            "classification": {
              "scheme": "CPV",
              "id": "71311000",
              "description": "Civil engineering consultancy services"
            },
            "relatedLot":"lot-2"
           },
           {
            "id": "0004",
            "description": "Structural engineering services",
            "classification": {
              "scheme": "CPV",
              "id": "71312000",
              "description": "Structural engineering consultancy services"
            },
            "relatedLot":"lot-1"
           }
        ],
        "value": {
          "amount": 1200000,
          "currency": "GBP"
        },
        "lots":[
            {
                "id":"lot-1",
                "title":"Architectural services",
                "description":"For architectural services delivered in the project",
                "status":"active",
                "value":{
                    "currency":"GBP",
                    "amount":200000
                }
            },
            {
                "id":"lot-2",
                "title":"Civil engineering services",
                "description":"For civil engineering services delivered in the project",
                "status":"active",
                "value":{
                    "currency":"GBP",
                    "amount":600000
                }
            }
            ,{
                "id":"lot-3",
                "title":"Structural engineering",
                "description":"For structural engineering consultancy delivered in the project",
                "status":"active",
                "value":{
                    "currency":"GBP",
                    "amount":600000
                }
            }
        ],
        "lotGroups":[{
            "id":"lot-group-1",
            "relatedLots":["lot-2","lot-3"],
            "optionToCombine":true,
            "maximumValue":{
              "currency":"GBP",
              "amount":1000000
            }
        }],
        "lotDetails":{
            "maximumLotsBidPerSupplier":4,
            "maximumLotsAwardedPerSupplier":2
        }
      }
    }
  ]
}

Schema

Field Definition Description Type
id Lot A local identifier for this lot, such as a lot number. This is used in relatedLots references at the item, document and award level. string
title Lot A title for this lot. string
description Lot A description of this lot. string
status Lot The current status of the process related to this lot based on the tenderStatus codelist string
value Lot The maximum estimated value of this lot.  
maximumLotsBidPerSupplier LotDetails The maximum number of lots that one supplier may bid for as part of this contracting process. integer
maximumLotsAwardedPerSupplier LotDetails The maximum number of lots that may be awarded to one supplier as part of this contracting process. integer
id LotGroup A local identifier for this group of lots. string
relatedLots LotGroup A list of the identifiers of the lots that form this group. Lots may appear in more than one group. array
optionToCombine LotGroup The buyer reserves the right to combine the lots in this group when awarding a contract. boolean
maximumValue LotGroup The maximum estimated value of the lots in this group. This may be lower than the sum total of lot values  

Issues

Report issues for this extension in the ocds-extensions repository, putting the extension’s name in the issue’s title.

Changelog

v1.1.3

  • Disallow relatedLots fields from having null in their arrays of strings
  • Add enum to Lot.status
  • Allow relatedLots fields to be null
  • Add title and description to Tender.lotDetails
  • Use Apache 2.0 License
  • Add tests and tidy code