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partyRole.csv: Add climateFinanceFocalPoint code #429

Merged
merged 9 commits into from
Nov 21, 2023
69 changes: 43 additions & 26 deletions docs/cost/ids/sustainability.md
Original file line number Diff line number Diff line change
Expand Up @@ -941,9 +941,19 @@ Identify who approved the climate finance investment in the country (organizatio
:columns: 8
OC4IDS mapping
^^^

Project level: Add the organization to the `parties` array and add 'climateFinanceFocalPoint' to their `.roles` array.
```json

{
"parties": [
{
"id": "1",
"name": "Presidential Climate Commission",
"roles": [
"climateFinanceFocalPoint"
]
}
]
}
```
````

Expand Down Expand Up @@ -1466,38 +1476,45 @@ OC4IDS mapping
^^^
For each planned disbursement:

* If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Milestone` object to its `.summary.milestones` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Milestone` object to the project-level `.milestones` array.
* Set the milestone's:
* `.id` incrementally
* `.status` to 'scheduled'
* `.dueDate` to the date on which the disbursement is planned to occur
* `.type` to 'payment'
* `.value` to the amount and currency of the planned disbursement
- If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Milestone` object to its `.summary.milestones` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Milestone` object to the project-level `.milestones` array.
- Set the milestone's:
- `.id` incrementally
- `.status` to 'scheduled'
- `.dueDate` to the date on which the disbursement is planned to occur
- `.type` to 'payment'
- `.value` to the amount and currency of the planned disbursement

For each actual disbursement:

* If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Transaction` object to its `.summary.transactions` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Transaction` object to the project-level `.transactions` array.
* Set the transaction's:
* `.id` incrementally
* `.date` to the date of the disbursement
* `.value` to the amount and currency of the disbursement

* Get the `Organization` in `.parties` that represents the payer. If none exists yet, [add an organization](../common.md#add-an-organization) for the payer:
* Add 'payer' to the organization's `.roles` array
* Set the transaction's `.payer` to the `.id` and `.name` of the organization
* Get the `Organization` in `.parties` that represents the payee. If none exists yet, [add an organization](../common.md#add-an-organization) for the payee:
* Add 'payee' to the organization's `.roles` array.
* Set the transaction's `.payee` to the `.id` and `.name` of the organization
* Get the `Milestone` in `.milestones` that represents that planned disbursement:
* Set its `.status` to 'met'
* Set its `.dateMet` to the date of the disbursement
* Set the transaction's `.relatedImplementationMilestone` to the `.id` and `.title` of the milestone
- If the disbursement relates to a contracting processes, for example a payment from a funder to a supplier or subcontractor of a supplier, get the `ContractingProcess` in the `.contractingProcesses` array to which the disbursement relates and add a `Transaction` object to its `.summary.transactions` array. Otherwise, if the disbursement relates to the project, for example a payment from a funder to the public authority, add a `Transaction` object to the project-level `.transactions` array.

- Set the transaction's:

- `.id` incrementally
- `.date` to the date of the disbursement
- `.value` to the amount and currency of the disbursement

- Get the `Organization` in `.parties` that represents the payer. If none exists yet, [add an organization](../common.md#add-an-organization) for the payer:

- Add 'payer' to the organization's `.roles` array
- Set the transaction's `.payer` to the `.id` and `.name` of the organization

- Get the `Organization` in `.parties` that represents the payee. If none exists yet, [add an organization](../common.md#add-an-organization) for the payee:

- Add 'payee' to the organization's `.roles` array.
- Set the transaction's `.payee` to the `.id` and `.name` of the organization

- Get the `Milestone` in `.milestones` that represents that planned disbursement:

- Set its `.status` to 'met'
- Set its `.dateMet` to the date of the disbursement
- Set the transaction's `.relatedImplementationMilestone` to the `.id` and `.title` of the milestone
```json
{
"milestones": [
{
"id": "1",
"title": "Grant disbursement"
"title": "Grant disbursement",
"status": "met",
"dueDate": "2023-07-01T00:00:00Z",
"dateMet": "2023-08-01T00:00:00Z",
Expand Down
3 changes: 3 additions & 0 deletions docs/reference/changelog.md
Original file line number Diff line number Diff line change
Expand Up @@ -38,6 +38,9 @@
* milestoneType
* milestoneStatus
* milestoneCode
* Add codes:
* partyRole:
* [#429](https://github.com/open-contracting/infrastructure/pull/429) - 'climateFinanceFocalPoint'

### Other

Expand Down
15 changes: 13 additions & 2 deletions mapping/sustainability.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -543,8 +543,19 @@
module: Climate finance
indicator: Decision-making process
disclosure format: Identify who approved the climate finance investment in the country (organization, party, role)
mapping: ''
example: ''
mapping: 'Project level: [Add an organization](../common.md#add-an-organization) for the decision maker and add ''climateFinanceFocalPoint'' to its `.roles` array.
example: |-
{
"parties": [
{
"id": "1",
"name": "Presidential Climate Commission",
"roles": [
"climateFinanceFocalPoint"
]
}
]
}
- id: '3.5'
title: Nationally Determined Contributions (NDC)
module: Climate finance
Expand Down
1 change: 1 addition & 0 deletions schema/project-level/codelists/partyRole.csv
Original file line number Diff line number Diff line change
Expand Up @@ -11,3 +11,4 @@ reviewBody,Review body,A party responsible for the review of this procurement pr
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
publicAuthority,Public Authority,The entity responsible for developing the infrastructure assets and/or delivering the public services in this project.,OC4IDS
administrativeEntity,Administrative Entity,The entity responsible for contract administration.,OC4IDS
climateFinanceFocalPoint,Climate finance focal point,An entity that serves as the interface between the government of the country in which the infrastructure project is located and climate finance funders. The focal point is responsible for identifying and/or endorsing project ideas prior to submission to the climate finance funder.,OC4IDS
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