add .summary.social and laborObligations codelist

docs/_static/i18n.csv

@@ -368,6 +368,15 @@ contractingProcesses/summary/milestones/dueDate,Due date,False,
 contractingProcesses/summary/milestones/dateMet,Date met,False,
 contractingProcesses/summary/milestones/dateModified,Date modified,False,
 contractingProcesses/summary/milestones/status,Status,False,
+contractingProcesses/summary/social,Social,False,
+contractingProcesses/summary/social/laborBudget,Labor budget,False,
+contractingProcesses/summary/social/laborBudget,Value,False,
+contractingProcesses/summary/social/laborBudget/amount,Amount,False,
+contractingProcesses/summary/social/laborBudget/currency,Currency,False,
+contractingProcesses/summary/social/laborObligations,Labor obligations,False,
+contractingProcesses/summary/social/laborObligations,Labor obligations,False,
+contractingProcesses/summary/social/laborObligations/obligations,Obligations,False,
+contractingProcesses/summary/social/laborObligations/description,Description,True,
 contractingProcesses/releases,Linked releases,False,
 contractingProcesses/releases,Release,False,
 contractingProcesses/releases/id,ID,True,
@@ -458,7 +467,7 @@ lobbyingMeetings/address/countryName,Country name,True,
 lobbyingMeetings/numberOfParticipants,Number of participants,False,
 lobbyingMeetings/publicOffice,Public office,False,
 lobbyingMeetings/publicOffice,Public office,False,
-lobbyingMeetings/publicOffice/person,Person.,False,
+lobbyingMeetings/publicOffice/person,Person,False,
 lobbyingMeetings/publicOffice/person/name,Name,True,
 lobbyingMeetings/publicOffice/organization,Organization,False,
 lobbyingMeetings/publicOffice/organization,Organization reference,False,
@@ -481,7 +490,7 @@ social/consultationMeetings/address/countryName,Country name,True,
 social/consultationMeetings/numberOfParticipants,Number of participants,False,
 social/consultationMeetings/publicOffice,Public office,False,
 social/consultationMeetings/publicOffice,Public office,False,
-social/consultationMeetings/publicOffice/person,Person.,False,
+social/consultationMeetings/publicOffice/person,Person,False,
 social/consultationMeetings/publicOffice/person/name,Name,True,
 social/consultationMeetings/publicOffice/organization,Organization,False,
 social/consultationMeetings/publicOffice/organization,Organization reference,False,

docs/cost/ids/sustainability.md

@@ -1250,6 +1250,7 @@ Disclose dates for project approval \[submission date, approval date\]
 OC4IDS mapping
 ^^^
 Project level:
+
 For each date:
 
 - Add a `Milestone` to the `milestones` array and set its:
@@ -2287,12 +2288,12 @@ Contracting process level:
 
 Publish a summary of the labor obligations:
 
-1. For each labor obligation in the contract, add a code from the laborObligations codelist to the`.summary.social.laborObligations.obligations` array.
+1. For each labor obligation in the contract, add a code from the [laborObligations](../../reference/codelists.md#laborobligations) codelist to the`.summary.social.laborObligations.obligations` array.
 2. Optionally, add a further explanation of the labor obligations to `.summary.social.laborObligations.description`.
 
-Publish the bidding documents that specify labor obligations: Add a document to `.summary.documents`, set its `.id` incrementally, set its `.documentType` to 'biddingDocuments' and set its `.url` to the URL at which the documents are available.
+Publish the bidding documents that specify labor obligations: [Add a contracting process document](../common.md#add-a-contracting-process-document) and set its `.documentType` to 'biddingDocuments'.
 
-Publish the signed contract that includes labor obligations:  Add a document to `.summary.documents`, set its `.id` incrementally, set its `.documentType` to 'contractSigned' and set its `.url` to the URL at which the signed contract that includes labor obligations is accessible.
+Publish the signed contract that includes labor obligations:  [Add a contracting process document](../common.md#add-a-contracting-process-document) and set its `.documentType` to 'contractSigned'.
 ```json
 {
   "contractingProcesses": [
@@ -2303,7 +2304,7 @@ Publish the signed contract that includes labor obligations:  Add a document to
           "laborObligations": {
             "obligations": [
               "minimumWage",
-              "overtime"
+              "paidOvertime"
             ],
             "description": "The contract's labor obligations include a minimum wage of $20 per hour and an overtime limit of 10 hours per week."
           }
@@ -2345,7 +2346,7 @@ Disclose the amount allocated by the main contractor to cover for labour costs (
 :columns: 8
 OC4IDS mapping
 ^^^
-Contract level: Publish the amount and currency of the labor budget in `.summary.social.laborBudget`.
+Contracting process level: Map to `.summary.social.laborBudget`.
 ```json
 {
   "contractingProcesses": [

docs/examples/blank.json

@@ -392,7 +392,19 @@
               "title": "title"
             }
           }
-        ]
+        ],
+        "social": {
+          "laborBudget": {
+            "amount": "number",
+            "currency": "string from currency codelist"
+          },
+          "laborObligations": {
+            "obligations": [
+              "string from laborObligations codelist"
+            ],
+            "description": "string"
+          }
+        }
       },
       "releases": [
         {

docs/examples/example.json

@@ -715,7 +715,19 @@
                   "currency": "GBP"
                 }
               }
-            ]
+            ],
+            "social": {
+              "laborBudget": {
+                "amount": "150000",
+                "currency": "USD"
+              },
+              "laborObligations": {
+                "obligations": [
+                  "minimumWage"
+                ],
+                "description": "The local minimum wage will be paid to all contracted workers."
+              }
+            }
           },
           "releases": [
             {

docs/reference/changelog.md

@@ -30,6 +30,7 @@
   * [#426](https://github.com/open-contracting/infrastructure/pull/426) - `milestones`
   * [#379](https://github.com/open-contracting/infrastructure/pull/379) - `contractingProcesses.summary.tender.datePublished`
   * [#426](https://github.com/open-contracting/infrastructure/pull/426) - `contractingProcesses.summary.milestones`
+  * [#433](https://github.com/open-contracting/infrastructure/pull/433) - `contractingProcesses.summary.social`.
   * [#432](https://github.com/open-contracting/infrastructure/pull/432):
     * `identificationPeriod`
     * `preparationPeriod`
@@ -55,6 +56,7 @@
   * [#426](https://github.com/open-contracting/infrastructure/pull/426) - milestoneType
   * [#426](https://github.com/open-contracting/infrastructure/pull/426) - milestoneStatus
   * [#426](https://github.com/open-contracting/infrastructure/pull/426) - milestoneCode
+  * [#433](https://github.com/open-contracting/infrastructure/pull/433) - laborObligations
   * [#434](https://github.com/open-contracting/infrastructure/pull/434) - sustainabilityStrategy
   * [#431](https://github.com/open-contracting/infrastructure/pull/431) - environmentalGoal
 * Add codes:

docs/reference/codelists.md

@@ -133,6 +133,13 @@ Projects with a `status` of 'completed' may be displayed in a list of archived p
 :file: ../../build/current_lang/codelists/classificationScheme.csv
 ```
 
+### laborObligations
+
+```{csv-table-no-translate}
+:header-rows: 1
+:file: ../../build/current_lang/codelists/laborObligations.csv
+```
+
 ### sustainabilityStrategy
 
 ```{csv-table-no-translate}

docs/reference/schema.md

@@ -405,6 +405,7 @@ This sub-schema is referenced by the following properties:
 * [`ContractingProcessSummary/tender/costEstimate`](project-schema.json,/definitions/ContractingProcessSummary,tender/costEstimate)
 * [`ContractingProcessSummary/contractValue`](project-schema.json,/definitions/ContractingProcessSummary,contractValue)
 * [`ContractingProcessSummary/finalValue`](project-schema.json,/definitions/ContractingProcessSummary,finalValue)
+* [`ContractingProcessSummary/social/laborBudget`](project-schema.json,/definitions/ContractingProcessSummary,social/laborBudget)
 * [`Modification/oldContractValue`](project-schema.json,/definitions/Modification,oldContractValue)
 * [`Modification/newContractValue`](project-schema.json,/definitions/Modification,newContractValue)
 * [`BudgetBreakdown/amount`](project-schema.json,/definitions/BudgetBreakdown,amount)
@@ -467,6 +468,11 @@ Each `Value` has the following fields:
 :title: contractingProcesses/0/summary/transactions/0/value
 ```
 
+```{jsoninclude} ../../docs/examples/example.json
+:jsonpointer: /projects/0/contractingProcesses/0/summary/social/laborBudget
+:title: contractingProcesses/0/summary/social/laborBudget
+```
+
 ```{jsoninclude} ../../docs/examples/example.json
 :jsonpointer: /projects/0/transactions/0/value
 :title: transactions/0/value
@@ -610,11 +616,6 @@ Each `OrganizationReference` has the following fields:
 :title: lobbyingMeetings/0/publicOffice/organization
 ```
 
-```{jsoninclude} ../../docs/examples/example.json
-:jsonpointer: /projects/0/social/consultationMeetings/0/publicOffice/organization
-:title: social/consultationMeetings/0/publicOffice/organization
-```
-
 ````
 
 `````
@@ -1150,6 +1151,41 @@ Each `MilestoneReference` has the following fields:
 
 `````
 
+### LaborObligations
+
+`LaborObligations` is defined as:
+
+```{field-description} ../../build/current_lang/project-schema.json /definitions/LaborObligations
+```
+
+This sub-schema is referenced by the following properties:
+* [`ContractingProcessSummary/social/laborObligations`](project-schema.json,/definitions/ContractingProcessSummary,social/laborObligations)
+
+Each `LaborObligations` has the following fields:
+
+`````{tab-set}
+
+````{tab-item} Schema
+
+```{jsonschema} ../../build/current_lang/project-schema.json
+:pointer: /definitions/LaborObligations
+:collapse: obligations,description
+:addtargets:
+```
+
+````
+
+````{tab-item} Examples
+
+```{jsoninclude} ../../docs/examples/example.json
+:jsonpointer: /projects/0/contractingProcesses/0/summary/social/laborObligations
+:title: contractingProcesses/0/summary/social/laborObligations
+```
+
+````
+
+`````
+
 ### Sustainability
 
 `Sustainability` is defined as:
@@ -1258,11 +1294,6 @@ Each `PublicOffice` has the following fields:
 :title: lobbyingMeetings/0/publicOffice
 ```
 
-```{jsoninclude} ../../docs/examples/example.json
-:jsonpointer: /projects/0/social/consultationMeetings/0/publicOffice
-:title: social/consultationMeetings/0/publicOffice
-```
-
 ````
 
 `````

mapping/sustainability.yaml

@@ -1379,12 +1379,12 @@
 
         Publish a summary of the labor obligations:
 
-        1. For each labor obligation in the contract, add a code from the laborObligations codelist to the`.summary.social.laborObligations.obligations` array.
+        1. For each labor obligation in the contract, add a code from the [laborObligations](../../reference/codelists.md#laborobligations) codelist to the`.summary.social.laborObligations.obligations` array.
         2. Optionally, add a further explanation of the labor obligations to `.summary.social.laborObligations.description`.
 
-        Publish the bidding documents that specify labor obligations: Add a document to `.summary.documents`, set its `.id` incrementally, set its `.documentType` to 'biddingDocuments' and set its `.url` to the URL at which the documents are available.
+        Publish the bidding documents that specify labor obligations: [Add a contracting process document](../common.md#add-a-contracting-process-document) and set its `.documentType` to 'biddingDocuments'.
 
-        Publish the signed contract that includes labor obligations:  Add a document to `.summary.documents`, set its `.id` incrementally, set its `.documentType` to 'contractSigned' and set its `.url` to the URL at which the signed contract that includes labor obligations is accessible.
+        Publish the signed contract that includes labor obligations:  [Add a contracting process document](../common.md#add-a-contracting-process-document) and set its `.documentType` to 'contractSigned'.
     example: |-
         {
           "contractingProcesses": [
@@ -1395,7 +1395,7 @@
                   "laborObligations": {
                     "obligations": [
                       "minimumWage",
-                      "overtime"
+                      "paidOvertime"
                     ],
                     "description": "The contract's labor obligations include a minimum wage of $20 per hour and an overtime limit of 10 hours per week."
                   }
@@ -1421,7 +1421,7 @@
     module: Social
     indicator: Labour compliance
     disclosure format: Disclose the amount allocated by the main contractor to cover for labour costs (E.g. \[value\]).
-    mapping: 'Contract level: Publish the amount and currency of the labor budget in `.summary.social.laborBudget`.'
+    mapping: 'Contracting process level: Map to `.summary.social.laborBudget`.'
     example: |-
         {
           "contractingProcesses": [

schema/project-level/codelists/laborObligations.csv

@@ -0,0 +1,16 @@
+Code,Title,Description,Source
+minimumWage,Minimum wage,"A minimum wage that an employer will pay their labor force for work performed, which cannot be reduced by collective or individual agreements or contracts.",OC4IDS
+paidOvertime,Paid overtime,Agreement that hours worked in addition to regular working hours will be paid at a specified level.,OC4IDS
+weeklyRestProtection,Weekly rest protection,Regular working hours and voluntary overtime are both capped to protect a minimum level of weekly rest.,OC4IDS
+forcedLaborProhibition,Prohibition of forced labor,The project will not resort to any form of forced labor and will comply with all applicable national and international laws regarding forced or compulsory labor.,OC4IDS
+childLaborProhibition,Prohibition of child labor,The project will not resort to any form of child labor and will comply with all applicable national and international laws regarding employment of minors.,OC4IDS
+equalOpportunities,Equal opportunities,Employment opportunities will not be based on personal characteristics unrelated to job requirements.,OC4IDS
+nondiscrimination,Non-discrimination,"The project will not discriminate against any employees with respect to any aspects of employment, such as hiring, wages, access to training, job assignment, promotion, or termination of employment.",OC4IDS
+grievanceMechanism,Grievance mechanism,The project will provide accessible and transparent grievance mechanisms to enable all workers to raise workplace concerns.,OC4IDS
+workingAtHeight,Working at height,Adequate fall prevention and protection measures will be implemented wherever workers are expected to work at height.,OC4IDS
+undergroundWork,Underground work,"The project will provide adequate occupational health and safety equipment, information and services appropriate for underground and excavation work such as drilling, blasting, rock bolting and soft soil work.",OC4IDS
+materialsEquipmentHandling,Handling of materials/equipment,The project will ensure that all workers engaged in handling of materials or equipment as part of their employment will receive at no cost to themselves adequate training and appropriate protective equipment.,OC4IDS
+accidentMonitoring,Monitoring of accidents,"The project will monitor, document and report on all occupational accidents, diseases and incidents.",OC4IDS
+trafficManagement,Traffic management,The project will adopt road safety initiatives proportional to its scope and nature that are protective of project workers and other road users.,OC4IDS
+accommodation,Accommodation,"The project will provide accommodation services to workers that accommodate their physical, social and cultural needs and protect and promote their health, safety and well-being.",OC4IDS
+protectivePersonalEquipment,Protective personal equipment,"The project will provide access to, training in, and maintenance of appropriate personal protective equipment at no additional cost to its workers.",OC4IDS

schema/project-level/project-schema.json

@@ -626,6 +626,24 @@
           },
           "minItems": 1,
           "uniqueItems": true
+        },
+        "social": {
+          "title": "Social",
+          "description": "Information about the social impact of the project and actions the project will take to mitigate potentially negative impacts on adjacent populations and project workers.",
+          "type": "object",
+          "properties": {
+            "laborBudget": {
+              "title": "Labor budget",
+              "description": "The budget allocated in the contract for labor costs.",
+              "$ref": "#/definitions/Value"
+            },
+            "laborObligations": {
+              "title": "Labor obligations",
+              "description": "Information about labor obligations stipulated in the construction contract(s).",
+              "$ref": "#/definitions/LaborObligations"
+            }
+          },
+          "minProperties": 1
         }
       },
       "minProperties": 1
@@ -2418,6 +2436,33 @@
       },
       "minProperties": 1
     },
+    "LaborObligations": {
+      "title": "Labor obligations",
+      "description": "Information about labor obligations stipulated in the construction contract(s).",
+      "type": "object",
+      "properties": {
+        "obligations": {
+          "title": "Obligations",
+          "description": "The labor obligations stipulated in the construction contract(s), using the open [laborObligations codelist](https://standard.open-contracting.org/infrastructure/{{version}}/{{lang}}/reference/codelists/#laborObligations).",
+          "type": [
+            "array"
+          ],
+          "items": {
+            "type": "string"
+          },
+          "codelist": "laborObligations.csv",
+          "openCodelist": true,
+          "minItems": 1
+        },
+        "description": {
+          "title": "Description",
+          "description": "A short description of the labor obligations.",
+          "type": "string",
+          "minLength": 1
+        }
+      },
+      "minProperties": 1
+    },
     "Sustainability": {
       "title": "Sustainability",
       "description": "Information about how the contracting process incorporates sustainable public procurement.",