Documentation

Adds objects for information about the terms governing subcontracting and the parts of the contract that tenderers and suppliers will subcontract to third parties.

Guidance

If you are using the Lots extension, follow its guidance on whether to use tender.lots fields or tender fields.

If the percentage of the contract value that is subcontracted is an exact number and not a range, set minimumPercentage and maximumPercentage to the same number.

In the European Union, this extension's fields correspond to article 21 of directive 2009/81/EC and the eForms business terms in BG-180 (Subcontracting) and BG-711 (Contract Terms).

For correspondences to eForms fields, see OCDS for eForms. For correspondences to Tenders Electronic Daily (TED), see OCDS for the European Union.

TED XML schema R2.0.9 models the minimum and maximum percentages of the contract value that the contractor needs to subcontract as part of each award for F15: Voluntary ex ante transparency notice. eForms XML models these as part of each lot. As such, different fields ought to be used when implementing each profile.

Examples

Tender and awards

Information about the terms governing subcontracting is disclosed at the tender and award stages, and information about the parts of the contract that the supplier will subcontract is disclosed at the award stage.

{
  "tender": {
    "subcontractingTerms": {
      "description": "The successful tenderer is obliged to specify which part or parts of the contract it intends to subcontract beyond the required percentage and to indicate the subcontractors already identified."
    }
  },
  "awards": [
    {
      "id": "1",
      "hasSubcontracting": true,
      "subcontracting": {
        "competitive": true,
        "value": {
          "amount": 28000,
          "currency": "EUR"
        },
        "minimumPercentage": 0.3,
        "maximumPercentage": 0.3,
        "competitiveMinimumPercentage": 0.1,
        "competitiveMaximumPercentage": 0.25,
        "description": "The painting and electricity tasks are subcontracted."
      }
    }
  ]
}

Lots and bids

Information about the terms governing subcontracting is disclosed per lot at the tender stage, and information about the parts of the contract that the tenderer will subcontract is disclosed at the bid stage.

{
  "parties": [
    {
      "id": "ORG-0005",
      "roles": [
        "tenderer"
      ]
    },
    {
      "id": "ORG-0012",
      "roles": [
        "subcontractor"
      ]
    }
  ],
  "tender": {
    "lots": [
      {
        "id": "1",
        "subcontractingTerms": {
          "description": "The contractor must subcontract a minimum percentage of the contract using the procedure set out in Title III of Directive 2009/81/EC.",
          "competitiveMinimumPercentage": 0.255,
          "competitiveMaximumPercentage": 0.455
        }
      }
    ]
  },
  "bids": {
    "details": [
      {
        "id": "1",
        "hasSubcontracting": true,
        "subcontracting": {
          "description": "The subcontracting will be...",
          "value": {
            "amount": 9999999.99,
            "currency": "EUR"
          },
          "minimumPercentage": 0.3,
          "maximumPercentage": 0.3,
          "subcontracts": [
            {
              "id": "1",
              "subcontractor": {
                "id": "ORG-0012",
                "name": "Company ABC"
              },
              "mainContractors": [
                {
                  "id": "ORG-0005",
                  "name": "Tendering Company Ltd"
                }
              ]
            }
          ]
        }
      }
    ]
  }
}

Issues

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

Changelog

2023-12-04

  • Update field descriptions:
    • SubcontractingTerms.competitiveMaximumPercentage
    • SubcontractingTerms.competitiveMinimumPercentage
    • Subcontracting.competitiveMaximumPercentage
    • Subcontracting.competitiveMinimumPercentage
    • Subcontracting.maximumPercentage
    • Subcontracting.minimumPercentage

2023-05-22

  • Add fields for eForms:
    • Bid.hasSubcontracting
    • Bid.subcontracting
    • SubcontractingTerms.competitiveMaximumPercentage
    • SubcontractingTerms.competitiveMinimumPercentage
    • Subcontracting.subcontracts
  • Update field descriptions to allow the Subcontracting object to be used in the context of bids:
    • Subcontracting
    • Subcontracting.description
    • Subcontracting.value
  • Add 'subcontractor' to party role codelist.

2022-07-18

  • Add Lot.subcontractingTerms field.

2020-10-07

  • Rename the subcontracting field in the Tender object to subcontractingTerms.

2020-04-24

  • Add minProperties, minItems and/or minLength properties.

This extension was originally discussed as part of the OCDS for EU profile and in pull requests. You can also see discussions about this extension in this issue.