OCDS to OC4IDS mapping

This page provides guidance and documents a mapping from OCDS fields and codes to OC4IDS fields and codes. The organization of the mapping tables reflects the structure of the CoST IDS.

The CoST IDS sets out a number of disclosure requirements under the heading of "information for disclosure upon request," also known as "reactive disclosure." You can disclose these elements proactively using OC4IDS. Separate tables are provided for project-level and process-level reactive disclosures.

Guidance

Command-line tool and reference implementation

OC4IDS Kit's convert-from-ocds command is a command-line tool and reference implementation for converting OCDS data to OC4IDS format.

convert-from-ocds covers most mappings in the following categories:

• project-level identification

• project-level preparation

• process-level procurement

However, convert-from-ocds does not cover all mappings, nor does it perform currency conversions. Mappings that convert-from-ocds does not cover are shown in italics.

Mapping codelists

Mappings that depend on the specific classification or codelist used in the OCDS data are not documented in detail, as they can differ by publisher. For example, mapping to the OC4IDS projectSector codelist.

Alternative mappings

Some mappings offer alternatives in case the primary mapping isn't available. For example, for OCDS data in which planning.project.title isn't available, you can set the project title based on the tender.title.

In order to provide analysts with additional context, some alternative mappings copy additional fields which don't appear in OC4IDS schema. You ought to remove these fields if you plan to publish your OC4IDS data.

OCDS extensions

Some mappings use fields from OCDS extensions. In these cases, the names of extensions are noted in parentheses; where possible, alternative mappings are provided that use only fields from the core OCDS schema.

Handling conflicts and duplicates

Implementations of the mapping ought to give consideration to:

• OCDS data that contains fields that differ between contracting processes but map to a single field in OC4IDS: for example, where planning.project.title differs for two contracting processes that relate to the same project, but OC4IDS has a single title field at the project level.

• OCDS data that contains multiple Organization objects with the same .role that map to a single field in OC4IDS: for example, where a contracting process has two Organizations with the 'procuringEntity' role, but OC4IDS has a single .summary.tender.procuringEntity field at the contract level.

• Checking for duplicates when copying objects from OCDS. For example, checking whether an Organization object has already been copied before copying it again.

• Handling identifier conflicts when copying objects from OCDS. For example, where two contracting processes both contain a Document with the same .id.

Read the convert-from-ocds transformation notes to learn about how OC4IDS Kit handles the above scenarios.

Handling multiple currencies

Some mappings involve converting values in OCDS, which can be in different currencies, to a base currency.

Implementations which include multiple currencies ought to give consideration to value dating. One approach is to use the compiled release's date.

Mapping

Project level

Identification

Elemento del CoST IDS	Borrador de definiciones del CoST IDS	Mapeo desde OCDS
Project owner	Name of the sponsoring Government department	Validar la lista /parties para los objetos Organization con 'buyer' en /roles. Copiar cada uno de los objetos a la lista parties en OC4IDS y agregar 'publicAuthority' a sus .roles. Si hay más de una autoridad pública, no establecer publicAuthority.name y publicAuthority.id; caso contrario, establecer .name y .id.* de las autoridades públicas.
Sector	Develop a list of sectors relevant to country e.g. housing, transport, energy, water etc.	Copiar el objeto Classification de /planning/project/sector (Extensión del Proyecto) a la lista additionalClassifications. Adicionalmente, mapear la clasificación utilizada en OCDS a la lista de códigos projectSector y publicar uno o más valores en sector.
Subsector	Develop a subset for each sector e.g. Transport could be subdivided into national highway, local road, railway, port, airport etc.	Copiar cada uno de los objetos Classification desde la lista de /planning/project/additionalClassifications (Extensión del Proyecto), a la lista additionalClassifications.
Project name	Specify the project name	Establecer title al valor de /planning/project/title (Extensión del Proyecto); si no está disponible, opcionalmente utilizar /tender/title.
Project Location	Briefly specify location of the project	Copiar cada objeto Location de /planning/project/locations (Extensión del Proyecto) a la lista locations; si no está disponible, opcionalmente utilizar /tender/items/deliveryLocation o /tender/items/deliveryAddress (Extensión de ubicación). Agregar un .id a cada objeto Location.
Purpose	Specify the socio-economic purpose of the project	Establecer purpose al valor de /planning/rationale; si no esta disponible, opcionalmente verfificar la lista /planning/documents para los objetos Document con /type establecidos a 'needsAssessment' y copiar cada uno de los objetos a la lista documents.
Project description	Concise description and details of the project	Establecer description al valor de /planning/project/description (Extensión del Proyecto); si no está disponible, opcionalmente usar /tender/description.

Preparation

Elemento del CoST IDS	Borrador de definiciones del CoST IDS	Mapeo desde OCDS
Project Scope (main output)	Main outputs from the project that are being taken forward into construction (type, quantity, unit)	Validar la lista /planning/documents para objetos Document con /type establecidos a 'projectScope' y copiar cada uno de los objetos a la lista documents, si no está disponible, opcionalmente copiar objetos Item de /tender/items a contractingProcesses.summary.tender.items y copiar objetos Milestone de /tender/milestones a contractingProcesses.summary.tender.milestones.
Environmental impact	Briefly describe the environmental impacts and mitigation measures for this project 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.	Validar la lista /planning/documents para objetos Document con .documentType establecidos a 'environmentalImpact'. Copiar cada objeto a la lista documents.
Land and settlement impact	State the amount of land and property that was acquired for the project e.g. 25km2 land, and 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).	Validar la lista /planning/documents para objetos Document con /type establecidos a 'landAndSettlementImpact'. Copiar cada objeto a documents.
Contact details	Postal and electronic address of the Project Owner	Validar la lista /parties para objetos Organization con /role establecido a 'buyer'. Copiar cada uno de los objetos a la lista parties en OC4IDS y agregar 'publicAuthority' a .roles.
Funding sources	Name the funding organization(s)/sources of funding	Validar la lista /parties para objetos Organization referenciados en /planning/budgetBreakdown/sourceParty (Extensión Desglose del presupuesto), copiar cada uno de los objetos a la lista parties en OC4IDS y agregar 'funder' a .roles; si no esta disponible, validar la lista /parties para partes con 'funder' en /roles y copiar cada uno de los objetos a la lista de parties en OC4IDS.
Project Budget	Specify the projected costs/allocated budget for the project (currency and amount). The budget includes land / property acquisition, environmental mitigation measures, H&S provisions, client, consultant & contractor costs, VAT etc.	Si el proyecto tiene un solo proceso de contratación, establecer budget.amount y budget.currency en OC4IDS a los valores de /budget/amount y /budget/currency. Si el proyecto tiene más de un proceso de contratación y el valor de /budget/currency es el mismo en todos los procesos de contratación, establecer budget.amount en OC4IDS a la suma del valor de /budget/amount en cada proceso de contratación y establecer budget.currency en OC4IDS al valor de /budget/currency . Caso contrario, convertir los valores de /budget/amount a la moneda base de cada uno de los procesos de contratación, establecer budget.amount en OC4IDS a la suma de los valores convertidos y establecer en OC4IDS budget.currency a la moneda base.
Project budget approval date	Date project budget was authorized	*Validar la lista /planning/documents para objetos Document con /type establecidos a 'budgetApproval' y copiar cada uno de los objetos a la lista documents; si no está disponible, opcionalmente verificar /planning/milestonespara objetosMilestonecon/typeestablecidos a 'approval' y establecerbudget/approvalDateal valor de/dateMet`.

Project completion

Elemento del CoST IDS	Borrador de definiciones del CoST IDS	Mapeo desde OCDS
Project status (current)	The current stage of the project. Select from identification, preparation, construction, completion, completed or cancelled.	Inferir a partir de /tag de la entrega más reciente.
Project completion cost	State projected or actual completion cost (currency and amount)	Inferir el costo proyectado a partir de /contracts/value e inferir el costo real a partir de /contracts/implementation/finalValue (Extensión de Cumplimiento del contrato); si este no está disponible, inferir el valor a partir del total de /contracts/implementation/transactions/value.
Completion date	State projected or actual completion date	Inferir a partir de /contracts/implementation/endDate (Extensión de Cumplimiento de Contrato); si no está disponible, inferir el valor a partir de /contracts/period/endDate.
Project Scope at completion (projected)	Indicate projected or actual scope of project. Aim is to show if the completed project scope differs from the original project scope. Specify main outputs (type, quantity, unit)	Validar en /planning/documents para documentos con /type establecido a projectScope o inferir el valor a partir de /contracts/items o /contracts/implementation/milestones.
Reasons for project changes	Summary of primary reasons for any changes in scope, time and cost	Inferir a partir de /contracts/implementation/endDateDetails y /contracts/implementation/finalValueDetails (Extensión de Cumplimiento del Contrato); si estos no están disponibles, inferira partir de /contracts/amendments.
Reference to audit and evaluation reports	Reference to publicly available technical and financial audits	Validar ficar la lista /contracts/implementation/documents para objetos Document con /type establecidos a 'finalAudit'. Copiar cada objeto a la lista documents.

Reactive disclosures

Identification and preparation

Elemento del CoST IDS	Descripción	Mapeo desde OCDS
Multi-year programme & Budget	A detailed breakdown of the budget by period and/or participating funders.	Copiar el contenido de /planning/budget/budgetBreakdown en cada proceso de contratación a budget.BudgetBreakdown.
Project brief or 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.	Validar la lista /contracts/implementation para objetos Document con .documentType establecidos a ‘feasibilityStudy’ y copiar cada objeto a la lista documents.
Environmental and social impact assessment	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. 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.).	Validar la lista /planning/documents para objetos Document con .documentType establecidos a ‘environmentalImpact’ o ‘socialImpact’ y copiar cada objeto a la lista documents.
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.	Validar la lista /planning/documents para objetos Document con .documentType ajustados a ‘resettlementPlan’ y copiar cada objeto a la lista documents.
Project officials and roles	Name and position of the highest authority in the procuring entity where the budget for this project is allocated (project owner)	Verificar la lista /parties para el objeto Organization con 'administrativeEntity' en /roles. Copiar cada uno de los objetos a la lista parties en OC4IDS. Si hay más de una una entidad contratante, no establecer .summary.tender.procuringEntity.name y .summary.tender.procuringEntity.id; caso contrario establecer .name y .id. de las entidades contratantes.
Financial agreement	Loan or donation agreement with financing conditions.	Validar la lista /planning/documents para objetos Document con .documentType establecidos a ‘financialAgreement’ y copiar cada objeto a la lista documents.
Procurement plan	Documentation that sets out the basis for this particular contracting process.	Validar la lista /planning/documents para objetos Document con .documentType establecidos a ‘procurementPlan’ y copiar cada objeto a la lista documents.
Project approval decision	Additional details about the approval of the budget.	Validar la lista /planning/documents para objetos Document con .documentType establecidos a ‘budgetApproval’ y copiar cada objeto a la lista documents.

Completion

Elemento del CoST IDS	Descripción	Mapeo desde OCDS
Implementation progress reports	Planned and actual physical and financial progress over time.	Opcionalmente, validar la lista /contracts/implementation para objetos /contracts/implementation con .documentType establecidos a ‘physicalProgressReport’ o ‘financialProgressReport y copiar cada objeto a la lista .summary.documents. Opcionalmente, copiar el contenido de la lista /planning/forecasts a forecasts y copiar elcontenido de la lista /contracts/implementation/metrics a metrics.
Budget amendment decision	Document accrediting the approval of budget expansion or extension for this project.	Validar la lista /planning/documents para objetos Document con .documentType establecidos a ‘budgetAmendmentApproval’ y copiar cada objeto a la lista documents.
Project completion report	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.	Validar la lista /contracts/implementation para objetos Document con .documentType establecidos a ‘projectCompletionReport’ y copiar cada objeto a la lista documents.
Project evaluation report	Generally published at the conclusion of a project, providing a technical and financial summary of delivery	Validar la lista /contracts/implementation para objetos Document con .documentType establecidos a ‘projectEvaluation’ y copiar cada objeto a la lista documents.
Technical audit reports	Documentation of checks that construction work has been undertaken as specified.	Validar la lista /contracts/implementation para objetos Document con .documentType establecidos a ‘technicalAuditReport’ y copiar cada objeto a la lista documents.
Financial audit reports	Documentation of checks that a project's financial statements are correct and complete.	Validar la lista /contracts/implementation para objetos Document con .documentType establecidos a ‘financialAuditReport’ y copiar cada objeto a la lista documents.

Process level

The mappings in this section relate to the contractingProcesses section of the OC4IDS schema, unless otherwise specified.

Procurement

Elemento del CoST IDS	Borrador de definiciones del CoST IDS	Mapeo desde OCDS
Procuring entity	Enter name of the organization carrying out the procurement	Verificar la lista /parties para el objeto Organization con 'administrativeEntity' en /roles. Copiar cada uno de los objetos a la lista parties en OC4IDS. Si hay más de una una entidad contratante, no establecer .summary.tender.procuringEntity.name y .summary.tender.procuringEntity.id; caso contrario establecer .name y .id. de las entidades contratantes.
Procuring entity contact details	Postal and Electronic address	Verificar la lista /parties para el objeto Organization con 'administrativeEntity' en /roles. Copiar cada uno de los objetos a la lista parties en OC4IDS. Si hay más de una una entidad contratante, no establecer .summary.tender.procuringEntity.name y .summary.tender.procuringEntity.id; caso contrario establecer .name y .id. de las entidades contratantes.
Contract administrative entity	Enter name of the organization carrying out the contract administrative entity if different from the Procuring Entity	Verificar la lista /parties para el objeto Organization con 'administrativeEntity' en /roles. Copiar cada uno de los objetos a la lista parties en OC4IDS. Si hay más de una entidad contratante, no establecer .summary.tender.procuringEntity.name y .summary.tender.procuringEntity.id; caso contrario establecer .name y .id. de las entidades contratantes.
Contract status	Select from pre-award, active or closed	Establecer .summary.status a un valor de la lista de códigos contractingProcessStatus de acuerdo con la lógica empresarial en la lista de códigos.
Procurement process	Develop a list such as International Competitive Bidding, National Competitive Bidding, Donor Procurement Rules, Framework, Direct Award	Establecer .summary.tender.procurementMethod y .summary.tender.procurementMethodDetails a los valores de /tender/procurementMethod y /tender/procurementMethodDetails respectivamente.
Contract type	Develop a list such as Design, Supervision, Design & Supervision, Design & Build, Construction	Mapear de /tender/items/classification o /tender/items/additionalClassifications o inferir el valor basándose en /tender/description.
Number of firms tendering	Number of firms who submit a tender	Establecer .summary.numberOfTenderers al valor de /tender/numberOfTenderers.
Cost estimate	Currency and amount of the original pre-tender estimate of the contract	Validar las entregas individuales para el proceso de contratación y establecer .summary.tender.costEstimate al valor de /tender/value en la entrega más reciente con tender/status establecido en 'planning'.
Contract title	The formal name of the contract	Si el proceso de contratación tiene un solo objeto Contract en /contracts, establecer .summary.title al valor de los contratos /title; si no esta disponible y el proceso de contratación tiene solo un objeto Award en /awards, usar /title. Caso contrario, usar/tender/title.
Contract firm(s)	Legal name of supplier	Verificar la lista /parties para los objetos Organization con 'supplier' en /roles. Para cada uno de los objetos copiarlos a la lista parties en OC4IDS, agregar un objeto OrganizationReference a .summary.suppliers y establecer .name y .id de la OrganizationReference al .name y .id de la Organization.
Contract price	Currency and price at contract award	Si el valor de /value/currency es el mismo para todos los objetos Award en /awards, establecer .summary.contractValue.amount a la suma de /value/amount en cada objeto Award y establecer .summary.contractValue.currency al valor de /value/currency. Caso contrario, convertir /value/amount en cada objeto Award a la moneda base, establecer .summary.contractValue.amount a la suma de los valores convertidos y establecer .summary.contractValue.currency a la moneda base.
Contract scope of work	Main outputs from the contract e.g. detailed design, supervision, project management and or type, quantity, unit for construction	Si hay más de un objeto Contract en /contracts o más de un objeto Award en /awards, establecer .summary.description al valor de /tender/description; si no está disponible y hay solo un objeto Item en /tender/items, entonces establecer .summary.description al valor de uno de los ítems /description. Por otro parte, si hay solo un objeto Award o Contract con el campo de /description, establecer .summary.description al valor del objeto /description. Por otra parte, si hay solo un Item con el un campo /description en /awards/items y /contracts/items, establecer .summary.description al valor de /description del ítem.
Contract start date and contract period (duration)	Enter dates and Number of weeks from contract start date to (anticipated) completion date	Establecer .summary.contractPeriod.startDate con el primer /contractPeriod/startDate de todos los objetos Award en /awards y establecer .summary.contractPeriod.endDate con el último /contractPeriod/endDate de todos objetos Award en /awards; si no está disponible, establecer .summary.contractPeriod con el valor de /tender/contractPeriod.

Implementation

Disclosures in the implementation section of the CoST IDS relate to changes to a contract's value, duration or scope that were made after the contract was awarded.

If OCDS data is available, these changes can be determined by comparing the most recent OCDS release to a compiled release created from all prior releases (to better understand these concepts, refer to the OCDS documentation). The specific fields to monitor for changes between releases are described in the mapping table below.

In some cases, OCDS data might include an explanation of changes in the relevant amendments block. In other cases, the reason might need to be manually entered.

Elemento del CoST IDS	Borrador de definiciones del CoST IDS	Mapeo desde OCDS
Variation to contract price	Difference between the price at contract award and the current projected price	Monitorear /contracts/value para cambios. Copiar /contracts/amendments/description a .description y /date to .date.
Escalation of contract price	Escalation to date of the price of materials, labour, equipment etc. due to fluctuations in inflation, currency etc.	Monitorear /contracts/value para cambios. Copiar /contracts/amendments/description a .description y /date to .date.
Variation to contract duration	Difference between original duration at contract award and the current projected duration in weeks.	Monitorear /contracts/period para cambios. Copiar /contracts/amendments/description a .description y /date a .date.
Variation to contract scope	Any changes between original scope at contract award and the current scope	*Monitorear /contracts/description, /contracts/items y /contracts/implementation/milestones para cambios. Copiar /contracts/amendments/description a .description y /date a .date.
Reasons for price changes	Summary of reasons for primary changes (e.g. variations) that then lead to changes in contract price, major price fluctuations and accumulative increase or decrease in price.	*Copiar el valor de contracts/amendments/rationale a .rationale.
Reasons for scope and duration changes	Summary of reasons for primary changes (e.g. variations) that then lead to changes in the scope and duration.	*Copiar el valor de contracts/amendments/rationale a .rationale.

Reactive disclosures

Procurement

Elemento del CoST IDS	Descripción	Mapeo desde OCDS
Contract officials and roles	Name and position of the public official in charge of administration of the contract(s).	Validar la lista /parties para objetos Organization con 'administrativeEntity' en /roles. Copiar cada uno de los objetos a la lista parties en OC4IDS. Si hay más de una una entidad contratante, no establecer .summary.tender.procuringEntity.name y .summary.tender.procuringEntity.id; caso contrario establecer .name y .id. de las entidades contratantes.
Procurement method	Specify tendering method using the method codelist (open, selective, limited, direct).	Establecer .summary.tender.procurementMethod al valor de /tender/procurementMethod.
Tender documents	Documentation for potential suppliers, describing the goals of the contract (e.g. goods and services to be procured), and the bidding process.	Validar la lista /tender/documents para los objetos Document con .documentType establecidos a ‘biddingDocuments’ y copiar cada uno de los objetos a la lista .summary.documents.
Tender evaluation results	Documentation on the evaluation of the bids and the application of the evaluation criteria, including the justification for the award.	Validar la lista /tender/documents para objetos Document con .documentType establecidos a ‘evaluationReports’ y copiar cada objeto a la lista .summary.documents.
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.	Validar la lista /planning/documents para objetos Document con .documentType estblecidos a ‘projectDesignReport’ y copiar cada objeto a la lista documents.

Contract

Elemento del CoST IDS	Descripción	Mapeo desde OCDS
Contract agreement and conditions	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 required.	Validar la lista /contracts/documentspara objetosDocumentcon.documentTypeestablecidos con ‘contractSigned’ y copiar cada uno de los objetos a la lista .summary.documents` .
Registration and ownership of firms	A document issued by the relevant government registry as confirmation of the due incorporation and valid existence of the organization.	Validar la lista /contracts/documents para objetos Document con /type establecidos a ‘incorporationCertificate’ y copiar cada uno de los objetos a la lista .summary.documents. Validar la lista /parties para objetos Organization con 'supplier' en /roles. Para cada objeto, copiar a la lista parties en OC4IDS, agregar un objeto OrganizationReference a .summary.suppliers y establecer .name y .id de OrganizationReference con los valores de .name y .id de Organization.
Specifications and drawings	Detailed technical information about goods or services to be provided.	Validar la lista /contracts/documents para objetos Document con /type establecidos a ‘technicalSpecifications’ y copiar cada uno de los objetos a la lista .summary.documents.

Implementation

Elemento del CoST IDS	Descripción	Mapeo desde OCDS
List of variations, changes, amendments	Details of changes to the duration, price, scope or other significant features of the contracting process	Monitorear los siguientes campos en busca de cambios: /contracts/value /contracts/period /contracts/description `/contracts/items /contracts/implementation/milestones Copiar /contracts/amendments/description a summary.modifications.description y /date a .summary.modifications.date.
List of escalation approvals	Documentation of one or more approved escalations of the contract price during the project life-cycle.	Validar las listas /contracts/documents y /contracts/implementation/documents para objetos Document con .documentType establecidos a ‘escalationApprovals’ y copiar cada uno de los objetos a la lista .summary.documents.
Quality assurance reports	Documentation identifying deficiencies in designs, specifications, standards, methods, procedures and practices, and identifying best practices.	Validar las listas /contracts/documents y /contracts/implementation/documents para objetos Document con .documentType establecidos a ‘qualityAssuranceReport’ y copiar cada uno de los objetos a la lista .summary.documents.
Disbursement records or payment certificates	A list of the spending transactions made against this contract and/or a document certifying that the work specified on a supplier's estimate or invoice is complete and that payment to the supplier is approved	Copiar los contenidos de la lista /contracts/implementation/transactions a .summary.transactions. Validar la lista /contracts/implementation/documents para objetos Document con .documentType establecidos a ‘paymentCertificate’ y copiar cada uno de los objetos a la lista .summary.documents.
Contract amendments	A legal document that changes or adds to the terms of an existing contract.	Validar la lista /contracts/documents para objetos Document con .documentType establecidos a ‘contractAmendment’ y copiar cada uno de los objetos a la lista .summary.documents.