# 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

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tender.status is not 'cancelled', 'unsuccessful' or 'withdrawn', and one of: There are no awards or contracts; All Award.status and Contract.status are 'pending'; All award dates (whether expressed as award.date or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One of: tender.status is 'cancelled', 'unsuccessful' or 'withdrawn'; There is at least one award, and all Award.status are 'cancelled' or 'unsuccessful'; There is at least one contract, and all Contract.status are 'terminated'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

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

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

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.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