Codelists¶
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 OCDS for PPPs GitHub repository.
Extending open codelists
If you use new codes outside those in an open codelist, please create an issue in the OCDS for PPPs 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¶
OCDS for PPPs reuses some codelists from the Open Contracting Data Standard, without modification. Refer to the OCDS documentation for details of these codelists:
Closed codelists¶
Open codelists¶
OCDS for PPPs codelists¶
OCDS for PPPs modifies some codelists from OCDS and reuses codelists from extensions, without modification. The 'Extension' column in the tables below indicates where each code originates from.
Closed codelists¶
assetClass¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
debt |
Debt |
A contract that obliges a borrower to repay a lender by a maturity date. |
Finance |
equity |
Equity |
A contract that acts as evidence of ownership rights in a company. |
Finance |
For additional guidance on using this codelist, refer to the Finance extension documentation.
bidStatus¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
invited |
Invited |
A bid has been invited from the listed tenderer(s). |
Bid statistics and details |
pending |
Pending |
A bid has been submitted but not yet evaluated. |
Bid statistics and details |
valid |
Valid |
The submitted bid met the qualification requirements in order to be evaluated. |
Bid statistics and details |
disqualified |
Disqualified |
The submitted bid did not meet the qualification requirements in order to be evaluated. |
Bid statistics and details |
withdrawn |
Withdrawn |
The submitted bid was withdrawn by the tenderer(s). |
Bid statistics and details |
For additional guidance on using this codelist, refer to the Bid statistics and details extension documentation.
chargePaidBy¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
government |
Government |
The charge is paid by the government |
Charges |
user |
User |
The charge is paid by businesses or citizens using the facilities provided by the contract |
Charges |
For additional guidance on using this codelist, refer to the Charges extension documentation and the Tariffs extension documentation.
debtRepaymentPriority¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
senior |
Senior |
Debt that needs to be repaid before subordinated debt is repaid. |
Finance |
subordinated |
Subordinated |
Debt that needs to be repaid only after senior debt is repaid. |
Finance |
For additional guidance on using this codelist, refer to the Finance extension documentation.
financingArrangementType¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
bond |
Bond |
A debt instrument provided by an issuer, such as a government or company. A bond typically obliges the issuer to pay interest (coupons) to the bondholder over a specified period and to repay the principal (amount borrowed) at the maturity date. |
Finance |
loan |
Loan |
A debt instrument provided by a lender, such as a commercial bank, multi-lateral financial institution, or development agency. A loan typically obliges the borrower to pay the principal (amount borrowed) and interest to the lender over a specified period. |
Finance |
hybrid |
Hybrid |
A debt-based instrument with equity-like participation. Also called mezzanine finance. |
Finance |
shares.listed |
Listed shares |
An equity instrument representing ownership rights in a company that is listed in a stock exchange. |
Finance |
shares.unlisted |
Unlisted shares |
An equity instrument representing ownership rights in a company that is not listed in a stock exchange. |
Finance |
grant |
Grant |
Money provided without expectation of repayment. |
Finance |
guarantee |
Guarantee |
A promise by one party to assume the debt of another in case of default. |
Finance |
For additional guidance on using this codelist, refer to the Finance extension documentation.
financingPartyType¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
institutional |
Institutional |
This finance was provided by institutional investors: organizations that pool money to purchase securities, real property, and other investment assets or originate loans. Institutional investors include banks, insurance companies, pensions, hedge funds, REITs, investment advisors, endowments, and mutual funds. |
Finance |
commercial |
Commercial |
This finance was provided by private parties who do not fall within the definition of institutional investor. |
Finance |
bilateral |
Bilateral |
This finance was provided by a bilateral institution: an agency of one specific government, usually a development agency or export-credit agency with a mandate to support domestic businesses in pursuing investments abroad. |
Finance |
multilateral |
Multilateral |
This finance was provided by a multilateral institution: a body created by a group of countries to provides financing and professional support, primarily for the purpose of development. |
Finance |
vendor |
Vendor |
This finance was provided through a line of credit provided by a vendor. |
Finance |
other |
Other |
This finance was provided through some other source. |
Finance |
For additional guidance on using this codelist, refer to the Finance extension documentation.
geometryType¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
Point |
Point |
For type 'Point', the 'coordinates' member is a single position. |
Location |
MultiPoint |
MultiPoint |
For type 'MultiPoint', the 'coordinates' member is an array of positions. |
Location |
LineString |
LineString |
For type 'LineString', the 'coordinates' member is an array of two or more positions. |
Location |
MultiLineString |
MultiLineString |
For type 'MultiLineString', the 'coordinates' member is an array of LineString coordinate arrays. |
Location |
Polygon |
Polygon |
For type 'Polygon', the 'coordinates' member must be an array of linear ring coordinate arrays. |
Location |
MultiPolygon |
MultiPolygon |
For type 'MultiPolygon', the 'coordinates' member is an array of Polygon coordinate arrays. |
Location |
For additional guidance on using this codelist, refer to the Location extension documentation.
language¶
Code |
Title |
Extension |
|---|---|---|
aa |
Afar |
Document Details |
ab |
Abkhazian |
Document Details |
ae |
Avestan |
Document Details |
af |
Afrikaans |
Document Details |
ak |
Akan |
Document Details |
am |
Amharic |
Document Details |
an |
Aragonese |
Document Details |
ar |
Arabic |
Document Details |
as |
Assamese |
Document Details |
av |
Avaric |
Document Details |
ay |
Aymara |
Document Details |
az |
Azerbaijani |
Document Details |
ba |
Bashkir |
Document Details |
be |
Belarusian |
Document Details |
bg |
Bulgarian |
Document Details |
bh |
Bihari languages |
Document Details |
bi |
Bislama |
Document Details |
bm |
Bambara |
Document Details |
bn |
Bengali |
Document Details |
bo |
Tibetan |
Document Details |
br |
Breton |
Document Details |
bs |
Bosnian |
Document Details |
ca |
Catalan, Valencian |
Document Details |
ce |
Chechen |
Document Details |
ch |
Chamorro |
Document Details |
co |
Corsican |
Document Details |
cr |
Cree |
Document Details |
cs |
Czech |
Document Details |
cu |
Church Slavic, Old Slavonic, Church Slavonic, Old Bulgarian, Old Church Slavonic |
Document Details |
cv |
Chuvash |
Document Details |
cy |
Welsh |
Document Details |
da |
Danish |
Document Details |
de |
German |
Document Details |
dv |
Divehi, Dhivehi, Maldivian |
Document Details |
dz |
Dzongkha |
Document Details |
ee |
Ewe |
Document Details |
el |
Modern Greek |
Document Details |
en |
English |
Document Details |
eo |
Esperanto |
Document Details |
es |
Spanish, Castilian |
Document Details |
et |
Estonian |
Document Details |
eu |
Basque |
Document Details |
fa |
Persian |
Document Details |
ff |
Fulah |
Document Details |
fi |
Finnish |
Document Details |
fj |
Fijian |
Document Details |
fo |
Faroese |
Document Details |
fr |
French |
Document Details |
fy |
Western Frisian |
Document Details |
ga |
Irish |
Document Details |
gd |
Gaelic, Scottish Gaelic |
Document Details |
gl |
Galician |
Document Details |
gn |
Guarani |
Document Details |
gu |
Gujarati |
Document Details |
gv |
Manx |
Document Details |
ha |
Hausa |
Document Details |
he |
Hebrew |
Document Details |
hi |
Hindi |
Document Details |
ho |
Hiri Motu |
Document Details |
hr |
Croatian |
Document Details |
ht |
Haitian, Haitian Creole |
Document Details |
hu |
Hungarian |
Document Details |
hy |
Armenian |
Document Details |
hz |
Herero |
Document Details |
ia |
Interlingua |
Document Details |
id |
Indonesian |
Document Details |
ie |
Interlingue, Occidental |
Document Details |
ig |
Igbo |
Document Details |
ii |
Sichuan Yi, Nuosu |
Document Details |
ik |
Inupiaq |
Document Details |
io |
Ido |
Document Details |
is |
Icelandic |
Document Details |
it |
Italian |
Document Details |
iu |
Inuktitut |
Document Details |
ja |
Japanese |
Document Details |
jv |
Javanese |
Document Details |
ka |
Georgian |
Document Details |
kg |
Kongo |
Document Details |
ki |
Kikuyu, Gikuyu |
Document Details |
kj |
Kuanyama, Kwanyama |
Document Details |
kk |
Kazakh |
Document Details |
kl |
Kalaallisut, Greenlandic |
Document Details |
km |
Central Khmer |
Document Details |
kn |
Kannada |
Document Details |
ko |
Korean |
Document Details |
kr |
Kanuri |
Document Details |
ks |
Kashmiri |
Document Details |
ku |
Kurdish |
Document Details |
kv |
Komi |
Document Details |
kw |
Cornish |
Document Details |
ky |
Kirghiz, Kyrgyz |
Document Details |
la |
Latin |
Document Details |
lb |
Luxembourgish, Letzeburgesch |
Document Details |
lg |
Ganda |
Document Details |
li |
Limburgan, Limburger, Limburgish |
Document Details |
ln |
Lingala |
Document Details |
lo |
Lao |
Document Details |
lt |
Lithuanian |
Document Details |
lu |
Luba-Katanga |
Document Details |
lv |
Latvian |
Document Details |
mg |
Malagasy |
Document Details |
mh |
Marshallese |
Document Details |
mi |
Maori |
Document Details |
mk |
Macedonian |
Document Details |
ml |
Malayalam |
Document Details |
mn |
Mongolian |
Document Details |
mr |
Marathi |
Document Details |
ms |
Malay |
Document Details |
mt |
Maltese |
Document Details |
my |
Burmese |
Document Details |
na |
Nauru |
Document Details |
nb |
Norwegian Bokmål |
Document Details |
nd |
North Ndebele |
Document Details |
ne |
Nepali |
Document Details |
ng |
Ndonga |
Document Details |
nl |
Dutch, Flemish |
Document Details |
nn |
Norwegian Nynorsk |
Document Details |
no |
Norwegian |
Document Details |
nr |
South Ndebele |
Document Details |
nv |
Navajo, Navaho |
Document Details |
ny |
Chichewa, Chewa, Nyanja |
Document Details |
oc |
Occitan |
Document Details |
oj |
Ojibwa |
Document Details |
om |
Oromo |
Document Details |
or |
Oriya |
Document Details |
os |
Ossetian, Ossetic |
Document Details |
pa |
Panjabi, Punjabi |
Document Details |
pi |
Pali |
Document Details |
pl |
Polish |
Document Details |
ps |
Pushto, Pashto |
Document Details |
pt |
Portuguese |
Document Details |
qu |
Quechua |
Document Details |
rm |
Romansh |
Document Details |
rn |
Rundi |
Document Details |
ro |
Romanian, Moldavian, Moldovan |
Document Details |
ru |
Russian |
Document Details |
rw |
Kinyarwanda |
Document Details |
sa |
Sanskrit |
Document Details |
sc |
Sardinian |
Document Details |
sd |
Sindhi |
Document Details |
se |
Northern Sami |
Document Details |
sg |
Sango |
Document Details |
si |
Sinhala, Sinhalese |
Document Details |
sk |
Slovak |
Document Details |
sl |
Slovenian |
Document Details |
sm |
Samoan |
Document Details |
sn |
Shona |
Document Details |
so |
Somali |
Document Details |
sq |
Albanian |
Document Details |
sr |
Serbian |
Document Details |
ss |
Swati |
Document Details |
st |
Southern Sotho |
Document Details |
su |
Sundanese |
Document Details |
sv |
Swedish |
Document Details |
sw |
Swahili |
Document Details |
ta |
Tamil |
Document Details |
te |
Telugu |
Document Details |
tg |
Tajik |
Document Details |
th |
Thai |
Document Details |
ti |
Tigrinya |
Document Details |
tk |
Turkmen |
Document Details |
tl |
Tagalog |
Document Details |
tn |
Tswana |
Document Details |
to |
Tonga |
Document Details |
tr |
Turkish |
Document Details |
ts |
Tsonga |
Document Details |
tt |
Tatar |
Document Details |
tw |
Twi |
Document Details |
ty |
Tahitian |
Document Details |
ug |
Uighur, Uyghur |
Document Details |
uk |
Ukrainian |
Document Details |
ur |
Urdu |
Document Details |
uz |
Uzbek |
Document Details |
ve |
Venda |
Document Details |
vi |
Vietnamese |
Document Details |
vo |
Volapük |
Document Details |
wa |
Walloon |
Document Details |
wo |
Wolof |
Document Details |
xh |
Xhosa |
Document Details |
yi |
Yiddish |
Document Details |
yo |
Yoruba |
Document Details |
za |
Zhuang, Chuang |
Document Details |
zh |
Chinese |
Document Details |
zu |
Zulu |
Document Details |
For additional guidance on using this codelist, refer to the Document details extension documentation.
riskAllocation¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
publicAuthority |
Public authority |
The risk is wholly or mostly retained by the public authority |
Risk Allocation |
privateParty |
Private party |
The risk is wholly or mostly retained by the private party |
Risk Allocation |
undefined |
Undefined |
The risk is not clearly assigned to a specific party to the contract. Further details can be provided in the notes field. |
Risk Allocation |
For additional guidance on using this codelist, refer to the Risk allocation extension documentation.
votingRights¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
ordinary |
Ordinary voting rights |
The shareholder is entitled to a single vote per share in all circumstances |
Shareholders |
none |
No voting rights |
The shareholder is not entitled to vote under any circumstances |
Shareholders |
restricted |
Restricted voting rights |
The shareholder is entitled to vote in specific circumstances only |
Shareholders |
additional |
Additional voting rights |
The shareholder is entitled to more than one vote per share in all circumstances |
Shareholders |
enhanced |
Enhanced voting rights |
The shareholder is entitled to more than one vote per share in specific circumstances only |
Shareholders |
For additional guidance on using this codelist, refer to the Shareholders extension documentation.
Open codelists¶
bidStatistics¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
requests |
Requests to participate |
The total number of unique requests to participate received |
Bid statistics and details |
bids |
Bids |
The total number of unique bids received (prior to any being discounted for not meeting essential criteria). |
Bid statistics and details |
validBids |
Valid bids |
The total number of unique bids received that were considered valid against relevant criteria (either of the bidder, or the bid submission itself). All valid bids are considered during the tender evaluation stage. |
Bid statistics and details |
lowestValidBidValue |
Lowest valid bid value |
The value of the lowest valid bid. |
Bid statistics and details |
highestValidBidValue |
Highest valid bid value |
The value of the highest valid bid. |
Bid statistics and details |
bidders |
Bidders |
The total number of unique organizations or consortia submitting bids (prior to any being discounted for not meeting essential criteria). |
Bid statistics and details |
qualifiedBidders |
Qualified bidders |
The total number of unique organizations or consortia passing the qualification stage of the evaluation process. |
Bid statistics and details |
disqualifiedBidders |
Disqualified bidders |
The total number of unique organizations or consortia that did not pass the qualification stage of the evaluation process. |
Bid statistics and details |
electronicBids |
Electronic bids |
The number of bids received by electronic means. |
Bid statistics and details |
smeBids |
Bids from SMEs |
The number of bids received from small and medium-sized enterprises. |
Bid statistics and details |
foreignBids |
Bids from foreign firms |
The number of bids received from bidders from outside the country where the tender is issued. |
Bid statistics and details |
foreignBidsFromEU |
Bids from firms in other European Economic Area countries |
The number of bids received from tenderers from other European Economic Area countries. |
Bid statistics and details |
foreignBidsFromNonEU |
Bids from firms in non-European Economic Area countries |
The number of bids received from tenderers from non-European Economic Area countries. |
Bid statistics and details |
tendersAbnormallyLow |
Tenders excluded because they were abnormally low |
The number of tenders excluded because they were abnormally low. Note that in some EU datasets this might have been converted from a boolean, such that a value of 1 would indicate "1 or more" tenders were excluded. Users need to evaluate and interpret data accordingly. |
Bid statistics and details |
For additional guidance on using this codelist, refer to the Bid statistics and details extension documentation.
documentType¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
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 Core |
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 Core |
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 Core |
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 Core |
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. |
OCDS Core |
procurementPlan |
Procurement plan |
Documentation that sets out the basis for this particular contracting process. |
OCDS Core |
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 Core |
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 Core |
evaluationCriteria |
Evaluation criteria |
Documentation on how bids will be evaluated. |
OCDS Core |
evaluationReports |
Evaluation report |
Documentation on the evaluation of the bids and the application of the evaluation criteria, including the justification for the award. |
OCDS Core |
contractDraft |
Contract draft |
A draft or pro-forma copy of the contract. |
OCDS Core |
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 Core |
contractArrangements |
Arrangements for ending contract |
Documentation of the arrangements for ending the contract(s). |
OCDS Core |
contractSchedule |
Contract schedules |
Any document which contains additional terms, obligations or information related to the contract, such as a schedule, appendix, annex, attachment or addendum. |
OCDS Core |
physicalProgressReport |
Physical progress reports |
Documentation on the status of implementation, usually against key milestones. |
OCDS Core |
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 Core |
finalAudit |
Final audit |
Documentation of a final audit carried out at the end of contract implementation. |
OCDS Core |
hearingNotice |
Public hearing notice |
Documentation of any public hearings that took place as part of the planning for this contracting process. |
OCDS Core |
marketStudies |
Market studies |
Documentation of any market studies that took place as part of the planning for this contracting process. |
OCDS Core |
eligibilityCriteria |
Eligibility criteria |
Detailed documents about the eligibility of bidders. |
OCDS Core |
clarifications |
Clarifications to bidders questions |
Documentation that provides replies to issues raised in pre-bid conferences or an enquiry processes. |
OCDS Core |
shortlistedFirms |
Shortlisted firms |
Documentation providing information on shortlisted firms. Structured versions of this information can be provided using the bids extension. |
OCDS Core |
environmentalImpact |
Environmental impact |
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 the contracting process. |
OCDS Core |
assetAndLiabilityAssessment |
Assessment of government's assets and liabilities |
Documentation covering assessments of the government's assets and liabilities related to this contracting process. |
OCDS Core |
riskProvisions |
Provisions for management of risks and liabilities |
Documentation covering how risks will be managed as part of this contracting process. |
OCDS Core |
winningBid |
Winning bid |
Documentation of the winning bid, including, wherever applicable, a full copy of the proposal received. |
OCDS Core |
complaints |
Complaints and decisions |
Documentation of any complaints received, or decisions in response to complaints. |
OCDS Core |
contractAnnexe |
Annexes to the contract |
Copies of annexes and other supporting documentation related to the contract. |
OCDS Core |
contractGuarantees |
Guarantees |
Documentation of guarantees relating to a contracting process or contract. |
OCDS Core |
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 Core |
needsAssessment |
Needs assessment |
Documentation of the needs assessments carried out for this contracting process addressing demand for the project or investment from the affected communities or users. |
OCDS Core |
feasibilityStudy |
Feasibility study |
Documentation of feasibility studies carried out for this contracting process, providing information on net benefits or costs of the proposed goods, works or services. |
OCDS Core |
projectPlan |
Project plan |
Documentation of project planning for this contracting process, and, where applicable, a copy of the project plan document. |
OCDS Core |
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 Core |
bidders |
Information on bidders |
Documentation on bidders or participants, their validation documents and any procedural exemptions for which they qualify. |
OCDS Core |
conflictOfInterest |
Conflict of interest |
Documentation of conflicts of interest declared or uncovered. |
OCDS Core |
debarments |
Debarments |
Documentation of any debarments issued. |
OCDS Core |
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 Core |
submissionDocuments |
Bid submission documents |
Documentation submitted by a bidder as part of their proposal. |
OCDS Core |
contractSummary |
Contract summary |
Documentation providing an overview of the key terms and sections of the contract. Commonly used for large and complex contracts. |
OCDS Core |
cancellationDetails |
Cancellation details |
Documentation of the arrangements, or reasons, for cancellation of a contracting process, award or specific contract. |
OCDS Core |
tariffs |
Tariffs |
For providing tariff and pricing schedules. |
Tariffs |
tariffMethod |
Tariff method |
For summarizing the method by which tariffs are set and linking to detailed documentation of the methods for setting tariffs. This might include written documentation and spreadsheets providing the models used to calculate tariffs. |
Tariffs |
tariffReview |
Tariff review |
For summarizing the arrangements for the review and regulation of tariffs and linking to detailed documentation that covers how tariffs are regulated. This is important to explain to users why they are paying what they are paying and the scope for changes to payment structures. |
Tariffs |
tariffIllustration |
Tariff illustration |
For linking to graphs and reports on the change over time in tariff prices. Use the relevant image media type when linking to PNG or JPEG or GIF graphs to allow applications to directly display this content. |
Tariffs |
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 Extension |
serviceDescription |
Service descriptions |
A high-level description of the services |
OCDS for PPPs Extension |
estimatedDemand |
Estimated demand |
A narrative describing the estimated demand to be served (annually) by the project. |
OCDS for PPPs Extension |
projectAdditionality |
Project additionality |
A description of the additionality provided by the project |
OCDS for PPPs Extension |
financeAdditionality |
Finance additionality |
A description of the additionality provided by the finance method |
OCDS for PPPs Extension |
pppModeRationale |
Rationale for PPP modality |
A description of the reasons for choosing to conduct this project as a PPP |
OCDS for PPPs Extension |
evaluationCommittee |
Evaluation committee details |
Information on the constitution of the evaluation committee |
OCDS for PPPs Extension |
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 Extension |
minutes |
Minutes |
Minutes of pre-bid meetings, or other relevant meetings. |
OCDS for PPPs Extension |
negotiationParameters |
Negotiation parameters |
A description of the parameters for negotiation with the preferred proponent |
OCDS for PPPs Extension |
riskComparison |
Risk comparison |
Risk comparison of other financing methods |
OCDS for PPPs Extension |
discountRate |
Discount rate and risk premium |
An explanation of the discount rate, and any risk premium used, including information on project-specific circumstances that justify the risk premium rate used. |
OCDS for PPPs Extension |
equityTransferCaps |
Equity transfer caps |
Details of any restrictions on the transfer of equity by shareholders or other relevant participants in the project. Certain contracts provide for caps on equity transfer in different stages of the contract, especially during the construction stage and for a few years thereafter. |
OCDS for PPPs Extension |
financeArrangements |
Security and step in arrangements |
Details of any rights granted to a lender to access value in the event of default by a borrower and any rights granted to a party to "step in" to the shoes of another party, for example, a right granted to a lender or public authority to take over temporarily the operation of a project in case of failure to perform by a private party. |
OCDS for PPPs Extension |
guaranteeReports |
Fiscal commitments and contingent liabilities disclosure reports |
Reports detailing the fiscal commitments of the public authority to the PPP, for example known payments that need to be made if the PPP proceeds or payment commitments whose occurrence, timing and magnitude depend on some uncertain future event, outside the control of the public authority. |
OCDS for PPPs Extension |
grants |
Grants |
Information on grants given to support the project. Grant information ought to detail the total value of subsidy, and/or the value of subsidy as a proportion of the overall project value, as well as providing information on the nature of the grant. For capital subsidies paid during construction of a project, or operating subsidies paid during operation, details of periodicity of grant payments, and particular grant milestones, ought to be provided. |
OCDS for PPPs Extension |
servicePayments |
Service payments |
Service payments are payments made by the public authority or purchaser to the private provider for infrastructure services (applicable in some types of Public Private Partnership projects). The documentation ought to cover the total number of payments and their periodicity, as well as the methodology used for calculating payments and the indexation used. |
OCDS for PPPs Extension |
landTransfer |
Land transfer |
Details of land transferred on lease or other basis by government, including details of property numbers with the quantum of land transferred, zoning information and conditions of transfer. |
OCDS for PPPs Extension |
assetTransfer |
Asset transfer |
Details of asset, human resource of personnel transfers, including documentation of the conditions of transfer. |
OCDS for PPPs Extension |
revenueShare |
Revenue share |
Documentation of any revenue share arrangements, including revenue share on the base-case and upside for a public private partnership project. |
OCDS for PPPs Extension |
otherGovernmentSupport |
Other government support |
Documentation of any other government support, including non-complete clauses or provision for revenue shortfall loans. |
OCDS for PPPs Extension |
defaultEvents |
Defaults |
Information on events of default |
OCDS for PPPs Extension |
termination |
Termination |
Information on contract termination |
OCDS for PPPs Extension |
handover |
Handover |
Contractual provisions for, or reporting on, handover of assets back to the state, including details of condition of assets and any other conditions of handover. |
OCDS for PPPs Extension |
financialStatement |
Financial statement |
Audited financial statements of the project company |
OCDS for PPPs Extension |
performanceReport |
Performance report |
Performance assessment reports |
OCDS for PPPs Extension |
For additional guidance on using this codelist, refer to the OCDS document type codelist documentation.
itemClassificationScheme¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
CPV |
EC Common Procurement Vocabulary |
The Common Procurement Vocabulary is a standard adopted by the Commission of the European Community, and consisting of a main vocabulary for defining the subject of a contract, and a supplementary vocabulary for adding further qualitative information. The main vocabulary, identified in OCDS by the code CPV, is based on a tree structure comprising codes of up to 9 digits (an 8 digit code plus a check digit) associated with a wording that describes the type of goods, works or services forming the subject of the contract. Codes may be provided with or without the check digit, and consuming applications ought to be aware of this when processing data with CPV codes. |
OCDS Core |
CPVS |
EC Common Procurement Vocabulary - Supplementary Codelists |
The Common Procurement Vocabulary is a standard adopted by the Commission of the European Community, and consisting of a main vocabulary for defining the subject of a contract, and a supplementary vocabulary for adding further qualitative information. The supplementary vocabulary, identified in OCDS by the code CPVS, is made up of an alphanumeric code with a corresponding wording allowing further details to be added regarding the specific nature or destination of the goods to be purchased. |
OCDS Core |
GSIN |
Goods and Services Identification Number |
The Canadian federal government uses Goods and Services Identification Number (GSIN) codes to identify generic product descriptions for its procurement activities. The full list is published and maintained at buyandsell.gc.ca |
OCDS Core |
UNSPSC |
United Nations Standard Products and Services Code |
The United Nations Standard Products and Services Code (UNSPSC) is a hierarchical convention that is used to classify all products and services. |
OCDS Core |
CPC |
Central Product Classification |
The Central Product Classification (CPC) is a product classification for goods and services promulgated by the United Nations Statistical Commission. It is intended to be an international standard for organizing and analyzing data on industrial production, national accounts, trade and prices. |
OCDS Core |
OKDP |
Russian National Classification of Products by Economic Activity (1994) |
Part of the unified system of classification and coding of technical, economic and social information of the Russian Federation, in use for Russian Procurement information until January 1, 2016. Superseded by OKPD. |
OCDS Core |
OKPD |
Russian National Classification of Products by Economic Activity (2014) |
Part of the national standardization system of the Russian Federation and based on harmonization with the Statistical Classification of Products by Activity in the European Economic Community, 2008. In use from January 1 2014. |
OCDS Core |
CUCOP |
Mexican Single Classifier of Public Procurement |
The Single Classifier of Public Procurement (Clasificador Único de las Contrataciones Públicas) is a national scheme in Mexico for the classification of goods, works, services and leases. |
OCDS Core |
NAICS |
North American Industry Classification System |
The North American Industry Classification System (NAICS) is an industry classification system developed by the statistical agencies of Canada, Mexico and the United States. Created against the background of the North American Free Trade Agreement, it is designed to provide common definitions of the industrial structure of the three countries and a common statistical framework to facilitate the analysis of the three economies. NAICS is based on supply-side or production-oriented principles, to ensure that industrial data, classified to NAICS, are suitable for the analysis of production-related issues such as industrial performance. |
OCDS Core |
PSC |
Product and Service Codes |
The Product and Service Codes (PSC) Manual provides codes to describe products, services, and research and development (R&D) purchased by the United States federal government. These codes indicate 'WHAT' was bought for each contract action reported in the Federal Procurement Data System (FPDS). |
OCDS Core |
HS |
Harmonized Commodity Description and Coding System |
The Harmonized System is an international nomenclature for the classification of products. It allows participating countries to classify traded goods on a common basis for customs purposes. At the international level, the Harmonized System (HS) for classifying goods is a six-digit code system. |
OCDS Core |
oc4idsProjectSector |
OC4IDS Project Sector |
Open Contracting for Infrastructure Data Standards Toolkit projectSector codelist |
Project |
For additional guidance on using this codelist, refer to the OCDS item classification scheme codelist documentation.
locationGazetteers¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
NUTS |
EU Nomenclature of Territorial Units for Statistics |
The Nomenclature of Territorial Units for Statistics (NUTS) was established by Eurostat in order to provide a single uniform breakdown of territorial units for the production of regional statistics for the European Union. |
Location |
ISO2 |
ISO Country Codes (3166-1 alpha-2) |
ISO 2-Digit Country Codes |
Location |
GEONAMES |
GeoNames |
GeoNames provides numerical identifiers for many points of interest around the world, including administrative divisions, populated centres and other locations, embedded within a structured tree of geographic relations. |
Location |
OSMN |
OpenStreetMap Node |
OpenStreetMap Nodes consist of a single point in space defined by a latitude, longitude and node ID. Nodes might have tags to indicate the particular geographic feature they represent. |
Location |
OSMR |
OpenStreetMap Relation |
Relations are used to model logical (and usually local) or geographic relationships between objects. In practice, boundaries of geographic areas are available as Relations in OpenStreetMap. |
Location |
OSMW |
OpenStreetMap Way |
An OpenStreetMap Way is an ordered list of OpenStreetMap nodes. It can be used to describe fragments of roads or local boundaries and bounding boxes. |
Location |
For additional guidance on using this codelist, refer to the Location extension documentation.
metricID¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
demand |
Demand |
For reporting on forecast or actual demand |
OCDS for PPPs Extension |
revenue |
Revenue |
For reporting on forecast or actual revenues |
OCDS for PPPs Extension |
IRR |
Internal rate of return |
For reporting on forecast or actual project IRR |
OCDS for PPPs Extension |
For additional guidance on using this codelist, refer to the OCDS for PPPs extension documentation.
milestoneCode¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
projectApproval |
Project approval |
The dates of approvals from relevant authorities. |
OCDS for PPPs Extension |
commercialClose |
Commercial close |
In a financing, the point at which the commercial documentation has been executed but before conditions precedent have been satisfied or waived; before financial close. |
OCDS for PPPs Extension |
financialClose |
Financial close |
In a financing, the point at which the documentation has been executed and conditions precedent have been satisfied or waived. Drawdowns become permissible after this point. |
OCDS for PPPs Extension |
commencement |
Commencement of construction or development |
The date of commencement of construction or development |
OCDS for PPPs Extension |
completion |
Completion of construction of development |
The date of completion of construction or development |
OCDS for PPPs Extension |
commissioning |
Commissioning |
The testing and inspection of the completed works to verify that the works are ready for commercial operation. |
OCDS for PPPs Extension |
enquiryPeriodStart |
Enquiry period start |
For processes with multiple enquiry periods, the start date of a period during which enquiries can be made and responded to which is not provided in the tender/enquiryPeriod block. Sometimes known as clarification periods. |
OCDS for PPPs Extension |
enquiryPeriodEnd |
Enquiry period end |
For processes with multiple enquiry periods, the end date of a period during which enquiries can be made and responded to which is not provided in the tender/enquiryPeriod block. Sometimes known as clarification periods. |
OCDS for PPPs Extension |
draftFinalTender |
Submission of draft final bid |
For competitive dialogue processes, the deadline for submission of draft final bids |
OCDS for PPPs Extension |
For additional guidance on using this codelist, refer to the OCDS for PPPs extension documentation.
milestoneType¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
preProcurement |
Pre-procurement milestones |
For events during the planning or pre-procurement phase of a process, such as the preparation of key studies. |
OCDS Core |
approval |
Approval milestones |
For events such as the sign-off of a contract or project. |
OCDS Core |
engagement |
Engagement milestones |
For engagement milestones, such as a public hearing. |
OCDS Core |
assessment |
Assessment milestones |
For assessment and adjudication milestones, such as the meeting date of a committee. |
OCDS Core |
delivery |
Delivery milestones |
For delivery milestones, such as the date when a good or service is to be provided. |
OCDS Core |
reporting |
Reporting milestones |
For reporting milestones, such as when key reports are to be provided. |
OCDS Core |
financing |
Financing milestones |
For events related to the funding of the contracting process. In public-private partnerships, such events might include, for example, planned payments and equity transfers. |
OCDS Core |
payment |
Payment milestones |
For payment milestones, such as the date when a payment is expected to be made to a supplier. If the |
OCDS Core |
procurement |
Procurement |
Events taking place during the procurement which are not captured by fields in core OCDS, such as additional enquiry periods or draft bid submissions in a competitive dialogue process |
OCDS for PPPs Extension |
contractClose |
Contract close |
Events such as commercial and financial close |
OCDS for PPPs Extension |
For additional guidance on using this codelist, refer to the OCDS milestone type codelist documentation.
partyRole¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
buyer |
Buyer |
A buyer is an entity whose budget will be used to pay for goods, works or services related to a contract. |
OCDS Core |
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 Core |
supplier |
Supplier |
An entity awarded or contracted to provide goods, works or services. |
OCDS Core |
tenderer |
Tenderer |
All entities who submit a tender. |
OCDS Core |
funder |
Funder |
The funder is an entity providing money or finance for this contracting process. |
OCDS Core |
enquirer |
Enquirer |
A party who has made an enquiry during the enquiry phase of a contracting process. |
OCDS Core |
payer |
Payer |
A party making a payment from a transaction. |
OCDS Core |
payee |
Payee |
A party in receipt of a payment from a transaction. |
OCDS Core |
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 Core |
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 Core |
privateParty |
Private party |
The counter party of the procuring authority in the PPP contract. A private organization that has been granted the contract to construct and operate a government asset, and that is usually created under the form of a Special Purpose Vehicle (SPV). |
OCDS for PPPs Extension |
leadBank |
Lead bank |
A lead bank is a bank that oversees the arrangement of a loan syndication |
OCDS for PPPs Extension |
lender |
Lender |
The APMG PPP Certification Program defines lenders as "Institutions that provide lending to the project: mainly banks and institutional investors through project bonds" |
OCDS for PPPs Extension |
equityInvestor |
Equity investor |
The APMG PPP Certification Program defines equity investors as "Investors who finance a portion of the project’s capital expenditures (Capex), typically as share capital or subordinated debt" |
OCDS for PPPs Extension |
For additional guidance on using this codelist, refer to the OCDS party role codelist documentation.
riskCategory¶
Code |
Title |
Description |
Extension |
|---|---|---|---|
landAvailability |
Land availability and acquisition risk |
Relates to the unavailability of land or site to construct the infrastructure at the time of contract signature |
Risk Allocation |
environmental |
Environmental risk |
Environmental risks might be related to a number of environmental issues such as general contamination, pollution, water contamination, impact on the natural environment etc. An adverse assessment might lead to changes in design, leading to a direct impact on cost of infrastructure |
Risk Allocation |
design |
Design risks |
Represents the possibility that design quality for the asset is not adequate to meet project requirements |
Risk Allocation |
construction |
Construction risks |
Represents the possibility that during the construction Phase, the actual project costs or construction time exceeds the projected time and costs |
Risk Allocation |
completion |
Completion and commissioning |
Refers to the failure to meet the construction outcome or finalization as prescribed |
Risk Allocation |
revenue |
Revenue risk |
Refers to the risk of the revenue flows not being correctly assessed |
Risk Allocation |
inflationAndFx |
Foreign exchange, inflation and indexation risk |
Risk that changes in exchange rates or inflation adversely affect the project outcomes |
Risk Allocation |
availabilityAndQuality |
Availability and quality risk |
Risk linked to availability and quality issues relating to performance requirements and performance target levels |
Risk Allocation |
otherRevenue |
Other revenue risk events |
credit or counterparty risk; fraud/non-payment by users |
Risk Allocation |
financeAvailability |
Availability of finance |
Represents the risk of financing not being available at commercial close or before construction starts |
Risk Allocation |
refinancing |
Refinancing risks |
Risks relating to the downside of refinancing |
Risk Allocation |
changeInLaw |
Changes in law |
Risk that a change in general law or the sector regulatory framework adversely affect the project |
Risk Allocation |
forceMajeure |
Force majeure |
Risk that external events beyond the control of the parties to the contract, such as natural disasters, wars, terrorism etc., affect the project |
Risk Allocation |
earlyTermination |
Early termination |
Risk that compensation sum due to early termination might be insufficient to meet private party’s financial obligations or is less than expected |
Risk Allocation |
compliance |
Compliance risks |
Risks deriving from the compliance or lack thereof of regulatory obligations related to the development of the project |
Risk Allocation |
all |
All risks |
All risks deriving from the project |
Risk Allocation |
For additional guidance on using this codelist, refer to the Risk allocation extension documentation.