Bids and expressions of interest

Documentation

Information about bids is important for many use cases, including:

Market analysis, to understand competition
Red flag analysis, to monitor corruption risk
Análisis de valor por dinero

This extension introduces a top-level bids object to describe individual bids and expressions of interest (also called requests to participate), and summary statistics.

Depending on the procedure, a bid can be an estimate, offer, proposal, quote or quotation. Regulatory regimes vary on the extent to which they allow information about bids to be proactively published, and at what point in the procurement process. In some systems and processes, a list of invited bidders is published in a tender notice, and full details on the bids received are published in an award notice. In other systems, only summary statistics, like the number of bids received, is published.

Esquema

The bids.details array contains one or more Bid objects, each representing a unique bid or expression of interest.

Summary statistics

The bids.statistics array contains statistical information about the number of bidders, bids and expressions of interest. Each entry in the array is a Statistic object containing at least:

Un identificador
A measure, from the statistic.csv codelist
Un valor para esa medida

The statistic.csv codelist is an open codelist. Publishers can add their own codes for additional statistics to this codelist: for example, for the number of bids from minority or women-owned businesses. Publishers are encouraged to engage with the OCDS community to agree upon the definitions of new codes.

The codelist's Category column indicates whether the statistic applies to bidders, bids or expressions of interest, or whether it is specified or required by a particular regulatory context (e.g. EU).

Guía

Correct a bid's value

Los compradores y entidades contratantes – y en algunas jurisdicciones, los oferentes – puden corregir el valor de una oferta después de que se envía la oferta: por ejemplo, para corregir un error aritmético o un punto decimal erróneo

En el OCDS, el valor de la oferta se publica con el campo bids.details.value . Si el valor de la oferta se corrige, el valor del campo bids.details.value queda sobreescrito. Si esto pasa, el valor original solo está disponible a través del proceso de contratación ' change history.

Como publicador, para hacer que tanto los valores originales como los valores corregidos esten disponibles para los usuarios, publique al menos dos entregas para el proceso de contratación: una entrega con el valor original de la oferta y otra con el valor corregido.

Bids submitted for multiple lots

In some cases, potential suppliers can submit bids for multiple lots. Regardless of whether the bids take the form of a single document or multiple documents, OCDS models the "bid" for each lot as a separate object, to improve interoperability.

If a potential supplier submits a bid for multiple lots as a single document, for each lot, add a Bid object to the bids.details array. Add the bid's identifier to the object's identifiers array, and add the lot's identifier to the object's relatedLots array.

If the bid cannot be divided (for example, the data source describes only the total value of the bid, and not the individual value for each lot within the bid), create one Bid object, and add all lots' identifiers to the object's relatedLots.

Expressions of interest

Expressions of interest are also disclosed in the bids.details array. Use the bids.details.submissionType field to indicate whether a submission is a bid or an expression of interest.

Ejemplos

Post-award statistics and bid submissions:

{
  "bids": {
    "statistics": [
      {
        "id": "1",
        "measure": "validBids",
        "value": 1,
        "date": "2016-12-09T01:00:00+01:00",
        "notes": "This statistic covers the total number of unique bids received that were considered valid against relevant criteria."
      },
      {
        "id": "2",
        "measure": "highestValidBidValue",
        "value": 1000,
        "valueGross": 1200,
        "currency": "USD"
      },
      {
        "id": "3",
        "measure": "lowestValidBidValue",
        "value": 1000,
        "valueGross": 1200,
        "currency": "USD"
      }
    ],
    "details": [
      {
        "id": "1",
        "date": "2016-12-09T01:00:00+01:00",
        "status": "valid",
        "identifiers": [
          {
            "id": "bid-123-456",
            "scheme": "internal"
          }
        ],
        "submissionType": "bid",
        "items": [
          {
            "id": "1",
            "description": "Installation and operation of the Shared Public Telecommunications Network",
            "classification": {
              "scheme": "CPV",
              "id": "32412100",
              "description": "Telecommunications network",
              "uri": "http://purl.org/cpv/2008/code-32412100"
            },
            "quantity": 1
          }
        ],
        "value": {
          "amount": 1000,
          "currency": "USD"
        },
        "tenderers": [
          {
            "id": "MEGA",
            "name": "Mega Consortium"
          }
        ],
        "countriesOfOrigin": [
          "MX"
        ],
        "hasRank": true,
        "rank": 1,
        "variant": true
      },
      {
        "id": "2",
        "date": "2016-12-10T01:00:00+01:00",
        "status": "disqualified",
        "submissionType": "bid",
        "value": {
          "amount": 1500,
          "currency": "USD"
        },
        "tenderers": [
          {
            "id": "BETA",
            "name": "Beta Consortium"
          }
        ],
        "hasRank": true,
        "rank": 2
      }
    ]
  },
  "awards": [
    {
      "id": "1",
      "title": "Example PPP contract award",
      "description": "Award of Example PPP contract to Mega Consortium",
      "status": "active",
      "date": "2016-12-17T10:00:00-06:00",
      "relatedBids": [
        "1"
      ]
    }
  ],
  "contracts": [
    {
      "id": "1",
      "awardID": "1",
      "relatedBids": [
        "1"
      ]
    }
  ]
}

A potential supplier submits a bid for two lots as a single document:

{
  "bids": {
    "details": [
      {
        "id": "1",
        "date": "2016-12-09T01:00:00+01:00",
        "identifiers": [
          {
            "id": "ABC-1350",
            "scheme": "internal"
          }
        ],
        "submissionType": "bid",
        "value": {
          "amount": 1000,
          "currency": "USD"
        },
        "tenderers": [
          {
            "id": "MEGA",
            "name": "Mega Consortium"
          }
        ],
        "relatedLots": [
          "LOT-0001"
        ]
      },
      {
        "id": "2",
        "date": "2016-12-09T01:00:00+01:00",
        "identifiers": [
          {
            "id": "ABC-1350",
            "scheme": "internal"
          }
        ],
        "submissionType": "bid",
        "value": {
          "amount": 500,
          "currency": "USD"
        },
        "tenderers": [
          {
            "id": "MEGA",
            "name": "Mega Consortium"
          }
        ],
        "relatedLots": [
          "LOT-0002"
        ]
      }
    ]
  }
}

Issues

Reporte issues para esta extensión en el repositorio de extensiones ocds, poniendo el nombre de la extensión en el título del issue.

Registro de cambios

No entregado

Add fields:
- Bid.identifiers
- Bid.description
- Bid.items
- Bid.countriesOfOrigin
- Bid.hasRank
- Bid.rank
- Bid.relatedLots (moved from the Lots extension)
- Bid.submissionType
- Bid.validityPeriod
- Bid.variant
- BidsStatistic.valueGross
- Award.relatedBids
- Contract.relatedBids
Add submissionType.csv codelist
Add codes to statistic.csv:
- 'microBids'
- 'smallBids'
- 'mediumBids'
- 'disqualifiedBids'
Change category in statistic.csv from 'EU' to 'bids':
- 'electronicBids'
- 'smeBids'
- 'foreignBids'
Deprecate the Award.relatedBid field
Update and clarify Statistic.value field description
Rename the BidStatistic definition to Statistic, and remove bid-specific language from its fields' descriptions
Rename the bidStatistics.csv codelist to statistic.csv
Add guidance:
- Correct a bid's value
- Bids submitted for multiple lots
- Expressions of interest

v1.1.5

Añada el campo BidsStatistic.currency
Añada los códigos 'lowestValidBidValue' y 'highestValidBidValue' a bidStatistics.csv
Quitar la información sobre el tipo de las descripciones de los campos
Revisar las palabras normativas y no-normativas

v1.1.4

Se corrige el título y la descripción del código 'foreignBidsFromEU' para referirse al Área Económica Europea (AEE). Anteriormente, el título se refería al Mercado Único Europeo, pero su descripción enlistaba los miembros del AEE.
Añade el código foreignBidsFromNonEU a bidStatistics.csv`
Remove invalid required property on array field bids.details
Fix the merge behavior of bids.statistics and Bid.tenderers to use identifier merge strategy
Quita las directrices Sphinx del readme
Añadir extension.json para el Extension Explorer

v1.1.3

No permitir que los campos requeridos BidsStatistic.id, BidsStatistic.measure, BidsStatistic.value sean null
Disallow bids.statistics from having null in its array of objects
Allow bids.statistics to be null
Agregar enum a Bid.status
Mover BidsStatistic.requirementResponses a la extensión de requisitos
Agregar descripciones a bidStatus.csv
Enlista listas de códigos en extension.json
Agregar un ejemplo a la documentación
Agregar pruebas y ordenar el código