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tender.status is not 'cancelled', 'unsuccessful' or 'withdrawn', and one of: There are no awards or contracts; All Award.status and Contract.status are 'pending'; All award dates (whether expressed as award.date or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One of: tender.status is 'cancelled', 'unsuccessful' or 'withdrawn'; There is at least one award, and all Award.status are 'cancelled' or 'unsuccessful'; There is at least one contract, and all Contract.status are 'terminated'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 |
value |
Value |
This modification describes a change to the contract value. This may be identified based on changes to the sum of |
scope |
Scope |
This modification describes a change to the contract scope. This may be identified by comparing key details from |
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 |