Documentation

When a single tender is broken down into parts that can be bid upon, and awarded, separately, this is modelled using the lots extension.

The lots extension maintains the overall structure of an OCDS release, with items, documents and milestones nested immediately within tender, awards and contracts sections, but it introduces an array of Lots in the tender section, and the ability to cross-reference a specific relatedLot for each item, and an array of relatedLots for documents, milestones and awards.

Optional lotDetails and lotGroups section allow more complex conditions around the award of lots to be expressed, such as the maximum value of a group of lots.

This means that systems which are not 'lot aware' can still understand the overall value of contracting taking place, key events, and relationships between buyers and suppliers. At the same time, 'lot aware' systems can make use of the cross-referenced information to present a lot-centric view on the information to users, or to analyze contracting lot by lot.

The relatedLot (singular) property is available for:

  • items

An array of relatedLots (plural) can be provided for each of:

  • documents
  • milestones
  • awards

When lots are used, all items should have a relatedLot property.

Documents and milestones can optionally have a relatedLots property. Those without this property should be interpreted as applicable to the tender as a whole.

The items within an award should each have a relatedLot property, but publishers may choose to also reference all the lots an award relates to at the award level using relatedLots.

Where the bid extension is also in use, each bid can also declare its related lots.

Worked example

A tender is issued for consultancy in the development of a new public building. This might include items for:

  • Architectural design
  • Architectural advisory services
  • Civil engineering consultancy
  • Structural engineering consultancy

Although part of the same tender, the buyer is willing to award these different items to different firms, and so divides the tender into three lots.

{
  "tender": {
    "items": [
      {
        "id": "0001",
        "description": "Architectural advice",
        "classification": {
          "scheme": "CPV",
          "id": "71210000",
          "description": "Advisory architectural services"
        },
        "relatedLot": "lot-1"
      },
      {
        "id": "0002",
        "description": "Architectural design",
        "classification": {
          "scheme": "CPV",
          "id": "71220000",
          "description": "Architectural design services"
        },
        "relatedLot": "lot-1"
      },
      {
        "id": "0003",
        "description": "Civil engineering consultant",
        "classification": {
          "scheme": "CPV",
          "id": "71311000",
          "description": "Civil engineering consultancy services"
        },
        "relatedLot": "lot-2"
      },
      {
        "id": "0004",
        "description": "Structural engineering services",
        "classification": {
          "scheme": "CPV",
          "id": "71312000",
          "description": "Structural engineering consultancy services"
        },
        "relatedLot": "lot-3"
      }
    ],
    "value": {
      "amount": 1200000,
      "currency": "GBP"
    },
    "lots": [
      {
        "id": "lot-1",
        "title": "Architectural services",
        "description": "For architectural services delivered in the project",
        "status": "active",
        "value": {
          "currency": "GBP",
          "amount": 200000
        }
      },
      {
        "id": "lot-2",
        "title": "Civil engineering services",
        "description": "For civil engineering services delivered in the project",
        "status": "active",
        "value": {
          "currency": "GBP",
          "amount": 400000
        }
      },
      {
        "id": "lot-3",
        "title": "Structural engineering",
        "description": "For structural engineering consultancy delivered in the project",
        "status": "active",
        "value": {
          "currency": "GBP",
          "amount": 600000
        }
      }
    ],
    "lotGroups": [
      {
        "id": "lot-group-1",
        "relatedLots": [
          "lot-2",
          "lot-3"
        ],
        "optionToCombine": true,
        "maximumValue": {
          "currency": "GBP",
          "amount": 1000000
        }
      }
    ],
    "lotDetails": {
      "maximumLotsBidPerSupplier": 4,
      "maximumLotsAwardedPerSupplier": 2
    }
  }
}

Issues

Report issues for this extension in the ocds-extensions repository, putting the extension's name in the issue's title.

Changelog

v1.1.4

  • Disallow Tender.lotDetails from being null (bug introduced in first release)
  • Tender.lotDetails no longer uses a $ref to a LotDetails definition
  • Remove Sphinx directives from readme
  • Update extension.json for Extension Explorer

v1.1.3

  • Disallow relatedLots fields from having null in their arrays of strings
  • Add enum to Lot.status
  • Allow relatedLots fields to be null
  • Add title and description to Tender.lotDetails
  • Use Apache 2.0 License
  • Add tests and tidy code