Codelist reference¶

Some schema fields refer to codelists, to limit and standardize the possible values of the fields, in order to promote data interoperability.

Codelists can either be open or closed. Closed codelists are intended to be comprehensive; for example, the currency codelist covers all currencies in the world. Open codelists are intended to be representative, but not comprehensive.

Publishers must use the codes in the codelists, unless no code is appropriate. If no code is appropriate and the codelist is open, then a publisher may use a new code outside those in the codelist. If no code is appropriate and the codelist is closed, then a publisher should instead create an issue in the OC4IDS GitHub repository.

Extending open codelists

If you use new codes outside those in an open codelist, please create an issue in the OC4IDS GitHub repository, so that the codes can be considered for inclusion in the codelist.

For more information on open and closed codelists, refer to the Open Contracting Data Standard codelists documentation.

OCDS codelists¶

OC4IDS reuses some codelists from the Open Contracting Data Standard and its extensions:

Closed codelists¶

ContractingProcessStatus¶

Code	Title	Description	Business Logic
pre-award	Pre-award	No contract has yet been awarded, and the process has not ended.	tender.status is not 'cancelled', 'unsuccessful' or 'withdrawn', and one of: There are no awards or contracts; All Award.status and Contract.status are 'pending'; All award dates (whether expressed as award.date or tender.awardPeriod) are in the future.
active	Active	A contract was awarded, but not all contracts have ended.	One of: There is at least one Contract.status of 'active'; At least one contract period (whether expressed as Contract.period, Award.contractPeriod or tender.contractPeriod) includes the present date.
closed	Closed	The process ended with no contract being awarded, or all contracts have ended.	One of: tender.status is 'cancelled', 'unsuccessful' or 'withdrawn'; There is at least one award, and all Award.status are 'cancelled' or 'unsuccessful'; There is at least one contract, and all Contract.status are 'terminated' or 'cancelled'; The endDate of all contract periods are in the past.

ContractNature¶

Code	Title	Description
design	Design	This contracting process relates to design of the project.
construction	Construction	This contracting process relates to build or construction work for the project.
supervision	Supervision	This contracting process relates to supervision or monitoring of the project.

ProjectStatus¶

Code	Title	Description
identification	Identification	Identification refers to the decision to develop a project within the budget and programme of a project owner (the public entity responsible for executing the budget).
preparation	Preparation	Preparation covers the feasibility study, environmental and social impact assessment, general scoping of the project, establishing the packaging and procurement strategy, preliminary statutory requirements on environmental and land impacts, and the resulting budget authorization.
implementation	implementation	Implementation covers the procurement and implementation of the group of works or services (such as design and supervision) to be delivered under the project, including works or services performed by the procuring entity. This differs from the definition of 'implementation' in OCDS, which covers the implementation but not the procurement.
completion	Completion	Completion covers the handover of the assets and close-out activities with details of the final scope, cost, and delivery time.
completed	Completed	Close-out activities were completed, and this project is inactive.
cancelled	Cancelled	This project was cancelled before close-out activities were completed, and is inactive. Cancellation can occur anytime after identification.

Projects with a status of 'completed' may be displayed in a list of archived projects.

ProjectType¶

Code	Title	Description
construction	Construction	The primary focus of this project is the construction of a new asset.
rehabilitation	Rehabilitation	The primary focus of this project is the rehabilitation of an existing asset.
replacement	Replacement	The primary focus of this project is the replacement of an existing asset.
expansion	Expansion	The primary focus of this project is the expansion of an existing asset.

Open codelists¶

DocumentType¶

Code	Title	Description	Source
plannedProcurementNotice	Notice of planned procurement	A notice published by the procuring entity regarding their plans for future procurement, also known as a prior information notice. The procuring entity can use the notice of planned procurement as a tender notice.	OCDS for PPPs
tenderNotice	Tender notice	The notice published by the procuring entity inviting interested suppliers to submit a request for participation, a bid, or both. This can be a link to a downloadable document, to a web page, or to an official gazette in which the notice is contained.	OCDS for PPPs
awardNotice	Award notice	The formal notice that gives details of the contract award. This can be a link to a downloadable document, to a web page, or to an official gazette in which the notice is contained.	OCDS for PPPs
contractNotice	Contract notice	The formal notice that gives details of a contract being signed and valid to start implementation. This can be a link to a downloadable document, to a web page, or to an official gazette in which the notice is contained.	OCDS for PPPs
completionCertificate	Completion certificate	A completion certificate issued by a relevant authority providing evidence that works were completed to a certain level of quality. Completion certificates might only be relevant for particular kinds of contracting processes or projects.	OC4IDS
procurementPlan	Procurement plan	Documentation that sets out the basis for this particular contracting process.	OCDS for PPPs
biddingDocuments	Bidding documents	Documentation for potential suppliers, describing the goals of the contract (e.g. goods and services to be procured), and the bidding process.	OCDS for PPPs
technicalSpecifications	Technical specifications	Tendering requirements that: lay down the characteristics of goods or services to be procured, including quality, performance, safety and dimensions, or the processes and methods for their production or provision; or address terminology, symbols, packaging, marking or labelling requirements, as they apply to a good or service.	OCDS for PPPs
evaluationCriteria	Evaluation criteria	Documentation on how bids will be evaluated.	OCDS for PPPs
evaluationReports	Evaluation report	Documentation on the evaluation of the bids and the application of the evaluation criteria, including the justification for the award.	OCDS for PPPs
contractDraft	Contract draft	A draft or pro-forma copy of the contract.	OCDS for PPPs
contractSigned	Signed contract	A copy of the signed contract. Consider providing both machine-readable (e.g. original PDF, Word or Open Document format files), and a separate document entry for scanned-signed pages where this is needed.	OCDS for PPPs
contractArrangements	Arrangements for ending contract	Documentation of the arrangements for ending the contract(s).	OCDS for PPPs
physicalProgressReport	Physical progress reports	Documentation on the status of implementation, usually against key milestones.	OCDS for PPPs
financialProgressReport	Financial progress reports	Documentation providing dates and amounts of stage payments made (against total amount) and the source of those payments, including cost overruns, if any. Structured versions of this information can be provided through contract implementation transactions.	OCDS for PPPs
hearingNotice	Public hearing notice	Documentation of any public hearings that took place as part of the planning for this contracting process.	OCDS for PPPs
marketStudies	Market studies	Documentation of any market studies that took place as part of the planning for this contracting process.	OCDS for PPPs
eligibilityCriteria	Eligibility criteria	Detailed documents about the eligibility of bidders.	OCDS for PPPs
clarifications	Clarifications to bidders questions	Documentation that provides replies to issues raised in pre-bid conferences or an enquiry processes.	OCDS for PPPs
shortlistedFirms	Shortlisted firms	Documentation providing information on shortlisted firms. Structured versions of this information can be provided using the bids extension.	OCDS for PPPs
environmentalImpact	Environmental impact assessment	Documentation of assessments of the environmental impacts (e.g. impacts on flora, fauna & woodlands, areas of natural beauty, carbon emissions etc.) and mitigation measures (e.g. pollution control, low carbon solutions, sustainable timber etc.) for this contracting process or project.	OC4IDS
assetAndLiabilityAssessment	Assessment of government's assets and liabilities	Documentation covering assessments of the government's assets and liabilities related to this contracting process.	OCDS for PPPs
riskProvisions	Provisions for management of risks and liabilities	Documentation covering how risks will be managed as part of this contracting process.	OCDS for PPPs
winningBid	Winning bid	Documentation of the winning bid, including, wherever applicable, a full copy of the proposal received.	OCDS for PPPs
complaints	Complaints and decisions	Documentation of any complaints received, or decisions in response to complaints.	OCDS for PPPs
contractAnnexe	Annexes to the contract	Copies of annexes and other supporting documentation related to the contract.	OCDS for PPPs
contractGuarantees	Guarantees	Documentation of guarantees relating to a contracting process or contract.	OCDS for PPPs
subContract	Subcontracts	Documentation detailing subcontracts and/or providing a copy of subcontracts themselves. Where OCDS data on the subcontracts exists, this can be declared using the relatedProcess block.	OCDS for PPPs
feasibilityStudy	Feasibility study	Documentation of feasibility studies carried out for this contracting process or project, providing information on net benefits or costs of the proposed goods, works or services.	OC4IDS
projectPlan	Project plan	Documentation of project planning for this contracting process, and, where applicable, a copy of the project plan document.	OCDS for PPPs
billOfQuantity	Bill of quantity	Documentation that provides itemized information on materials, parts and labour, and the terms and conditions for their provision, providing information that would enable bidders to price work effectively. Structured versions of item and quantity information at each of tender, award and contract stage can be provided using units within the items building block.	OCDS for PPPs
bidders	Information on bidders	Documentation on bidders or participants, their validation documents and any procedural exemptions for which they qualify.	OCDS for PPPs
conflictOfInterest	Conflict of interest	Documentation of conflicts of interest declared or uncovered.	OCDS for PPPs
debarments	Debarments	Documentation of any debarments issued.	OCDS for PPPs
illustration	Illustrations	Images intended to provide supporting information. The URL for images should be directly to an image file that applications can display as part of a gallery of images. At the tender stage, images can be illustrations of goods, works or services needed or for sale. At the implementation stage, images can be illustrations or visual evidence of physical progress.	OCDS for PPPs
submissionDocuments	Bid submission documents	Documentation submitted by a bidder as part of their proposal.	OCDS for PPPs
contractSummary	Contract summary	Documentation providing an overview of the key terms and sections of the contract. Commonly used for large and complex contracts.	OCDS for PPPs
cancellationDetails	Cancellation details	Documentation of the arrangements, or reasons, for cancellation of a contracting process, award or specific contract.	OCDS for PPPs
valueForMoneyAnalysis	Value for money analysis	A summary of the value for money analysis carried out for the project, along with supporting figures, calculations and business case, based on projected or actual procurement outcomes.	OCDS for PPPs
serviceDescription	Service descriptions	A high-level description of the services	OCDS for PPPs
estimatedDemand	Estimated demand	A narrative describing the estimated demand to be served (annually) by the project.	OCDS for PPPs
evaluationCommittee	Evaluation committee details	Information on the constitution of the evaluation committee	OCDS for PPPs
requestForQualification	Request for qualification	The set of documents issued by the procuring authority that constitute the basis of the qualification and potentially the pre-selection of candidates (the short list). Qualified (or short-listed candidates) will then be invited to submit a proposal (or to enter into a new phase prior to bid submission, such as a dialogue phase or interactive phase).	OCDS for PPPs
minutes	Minutes	Minutes of pre-bid meetings, or other relevant meetings.	OCDS for PPPs
negotiationParameters	Negotiation parameters	A description of the parameters for negotiation with the preferred proponent	OCDS for PPPs
defaultEvents	Defaults	Information on events of default	OCDS for PPPs
termination	Termination	Information on contract termination	OCDS for PPPs
performanceReport	Performance report	Performance assessment reports	OCDS for PPPs
needsAssessment	Needs assessment	Documentation of the needs assessments carried out for this contracting process or project addressing demand for the project or investment from the affected communities or users.	OC4IDS
socialImpact	Social impact assessment	Documentation of assessments of the intended and unintended social consequences of this project, and documentation of mitigation measures for those social consequences. Social impacts are changes that affect people, directly or indirectly (e.g. changes to people's way of life, culture, community, health and well-being etc.).	OC4IDS
landAndSettlementImpact	Land and settlement impact assessment	State the amount of land and property that was acquired for the project (e.g. 25sq km land), and outline related impacts (e.g. archaeological issues (moved Saxon burial site), local/indigenous settlements (relocated 5 indigenous villages of 500 villagers each), impacts on local businesses e.g. (30 business properties purchased)).	OC4IDS
projectScope	Project scope	A description of the main outputs from the project that are being taken forward into construction (including type, quantity and units)	OC4IDS
resettlementPlan	Resettlement and compensation plan	Documentation of the procedures and actions to mitigate adverse effects, compensate losses, and provide development benefits to people and communities affected by the contracting process or project.	OC4IDS
projectEvaluation	Project evaluation	Generally published at the conclusion of a project, providing a technical and financial summary of delivery.	OC4IDS
budgetApproval	Budget approval	Additional details about the approval of the budget.	OC4IDS
budgetAmendmentApproval	Budget amendment approval	Document accrediting the approval of budget expansion or extension for this project.	OC4IDS
financialAgreement	Financial agreement	Loan or donation agreement with financing conditions.	OC4IDS
financialAuditReport	Financial audit report	Documentation of checks that a project's financial statements are correct and complete.	OC4IDS
technicalAuditReport	Technical audit report	Documentation of checks that construction work has been undertaken as specified.	OC4IDS
qualityAssuranceReport	Quality assurance report	Documentation identifying deficiencies in designs, specifications, standards, methods, procedures and practices, and identifying best practices.	OC4IDS
incorporationCertificate	Certificate of incorporation	A document issued by the relevant government registry as confirmation of the due incorporation and valid existence of the organization.	OC4IDS
contractAmendment	Contract amendment	A legal document that changes or adds to the terms of an existing contract.	OC4IDS
designReport	Project design report	A record of the justification for the design approach adopted in the project, typically issued before the works start, by the consultant or firm that will supervise the works.	OC4IDS
paymentCertificate	Payment certificate	A document certifying that the work specified on a supplier's estimate or invoice is complete and that payment to the supplier is approved.	OC4IDS
escalationApproval	Escalation approval	Documentation of one or more approved escalations of the contract price during the project life-cycle.	OC4IDS

ModificationType¶

Code	Title	Description
duration	Duration	This modification describes a change to the contract duration. This may be identified based on changes in `award.contractPeriod` or `contract.period`, or updates to milestones and payments that appear to exceed the anticipated `contract.period`.
value	Value	This modification describes a change to the contract value. This may be identified based on changes to the sum of `contract.value` (watching for cases where a contract value is varied, or an additional extension contract is signed as part of this process), or by monitoring `contracts.implementation.transactions`.
scope	Scope	This modification describes a change to the contract scope. This may be identified by comparing key details from `tender`, `awards` and `contracts`, or by monitoring relevant documents.

PartyRole¶

Code	Title	Description	Source
buyer	Buyer	A buyer is an entity whose budget will be used to pay for goods, works or services related to a contract.	OCDS
procuringEntity	Procuring entity	The entity managing the procurement. This can be different from the buyer who pays for, or uses, the items being procured.	OCDS
supplier	Supplier	An entity awarded or contracted to provide goods, works or services.	OCDS
tenderer	Tenderer	All entities who submit a tender.	OCDS
funder	Funder	The funder is an entity providing money or finance for this contracting process or project.	OC4IDS
enquirer	Enquirer	A party who has made an enquiry during the enquiry phase of a contracting process.	OCDS
payer	Payer	A party making a payment from a transaction.	OCDS
payee	Payee	A party in receipt of a payment from a transaction.	OCDS
reviewBody	Review body	A party responsible for the review of this procurement process. This party often has a role in any challenges made to the contract award.	OCDS
interestedParty	Interested party	A party that has expressed an interest in the contracting process: for example, by purchasing tender documents or submitting clarification questions.	OCDS
publicAuthority	Public Authority	The entity responsible for developing the infrastructure assets and/or delivering the public services in this project.	OC4IDS
administrativeEntity	Administrative Entity	The entity responsible for contract administration.	OC4IDS

ProjectSector¶

Code	Title	Description
education	Education	Education, including schools, universities and other learning and training facilities
health	Health	Health, including hospitals, healthcare and human services
energy	Energy	Energy, including electric power generation, and the transmission and distribution of electricity, oil and gas, for example: power plants, power lines, gas pipelines
communications	Communications	Communications, including ICT, IT, telecommunications, postal facilities, high-speed internet, broadband
waterAndWaste	Water and waste	Water and waste, including sanitation and wastewater
governance	Governance	Governance, including government accommodations, public buildings, government offices; justice, courts; emergency services / response, local security; security, prisons, corrections; defence, military
economy	Economy	Economy, including agribusiness, agriculture, science and environment
cultureSportsAndRecreation	Culture, sports and recreation	Culture, sports and recreation, including tourism, parks and green areas
transport	Transport	Transport. A more detailed breakdown may be provided using the transport.[mode] codes
transport.air	Air transport	Air transport, including airports, airways and aviation
transport.water	Water transport	Water transport, including ports and inland waterways
transport.rail	Rail transport	Rail transport
transport.road	Road transport	Road transport, including roads, highways, streets, tunnels and bridges
transport.urban	Urban transport	Urban transport, including mass transit, urban mobility, buses, cycling, walking and taxi
socialHousing	Social housing	Social housing

RelatedProject¶

Code	Title	Description
construction	Construction	The related project is the initial construction of the set of infrastructure assets.
rehabilitation	Rehabilitation	The related project might result in the rehabilitation of the same set of infrastructure assets.
replacement	Replacement	The related project might result in the replacement of the same set of infrastructure assets.
expansion	Expansion	The related project might result in the expansion of the same set of infrastructure assets.

RelatedProjectScheme¶

Code	Title	Description
oc4ids	OC4IDS project id	An Open Contracting for Infrastructure Data Standards project identifier