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add tender.sustainability and sustainabilityStrategies.csv #434

Merged
merged 10 commits into from
Nov 28, 2023
3 changes: 3 additions & 0 deletions docs/_static/i18n.csv
Original file line number Diff line number Diff line change
Expand Up @@ -271,6 +271,9 @@ contractingProcesses/summary/tender/administrativeEntity,Administrative entity,F
contractingProcesses/summary/tender/administrativeEntity,Organization reference,False,
contractingProcesses/summary/tender/administrativeEntity/name,Organization name,True,
contractingProcesses/summary/tender/administrativeEntity/id,Organization ID,True,
contractingProcesses/summary/tender/sustainability,Sustainability,False,
contractingProcesses/summary/tender/sustainability,Sustainability,False,
contractingProcesses/summary/tender/sustainability/strategies,Strategies,False,
contractingProcesses/summary/suppliers,Suppliers,False,
contractingProcesses/summary/suppliers,Organization reference,False,
contractingProcesses/summary/suppliers/name,Organization name,True,
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4 changes: 2 additions & 2 deletions docs/cost/ids/sustainability.md
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Expand Up @@ -2956,7 +2956,7 @@ OC4IDS mapping
^^^
Contracting process level:

Add a `Sustainability` object to the `.summary.tender.sustainability` array and add 'awardCriteria' to its `.strategies` array.
Add a `Sustainability` object to the `summary.tender.sustainability` array and add 'awardCriteria' to its `.strategies` array.
```json
{
"contractingProcesses": [
Expand All @@ -2967,7 +2967,7 @@ Add a `Sustainability` object to the `.summary.tender.sustainability` array and
"sustainability": [
{
"strategies": [
"awardCritera"
"awardCriteria"
]
}
]
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9 changes: 8 additions & 1 deletion docs/examples/blank.json
Original file line number Diff line number Diff line change
Expand Up @@ -280,7 +280,14 @@
"administrativeEntity": {
"name": "string",
"id": ""
}
},
"sustainability": [
{
"strategies": [
"string"
]
}
]
},
"suppliers": [
{
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9 changes: 8 additions & 1 deletion docs/examples/example.json
Original file line number Diff line number Diff line change
Expand Up @@ -582,7 +582,14 @@
"administrativeEntity": {
"name": "Motorways Administrator UK",
"id": "GB-GOR-XX9876"
}
},
"sustainability": [
{
"strategies": [
"awardCriteria"
]
}
]
},
"suppliers": [
{
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2 changes: 2 additions & 0 deletions docs/reference/changelog.md
Original file line number Diff line number Diff line change
Expand Up @@ -38,6 +38,7 @@
* `maintenancePeriod`
* `decommissioningPeriod`
* [#431](https://github.com/open-contracting/infrastructure/pull/431) - `environment.goals`
* [#434](https://github.com/open-contracting/infrastructure/pull/434) - `contractingProcesses.summary.tender.sustainability`.
* [#428](https://github.com/open-contracting/infrastructure/pull/428) - `lobbyingMeetings`
* [#428](https://github.com/open-contracting/infrastructure/pull/428) - `social.consultationMeetings`

Expand All @@ -51,6 +52,7 @@
* [#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
* [#434](https://github.com/open-contracting/infrastructure/pull/434) - sustainabilityStrategy
* [#431](https://github.com/open-contracting/infrastructure/pull/431) - environmentalGoal
* Add codes:
* [#429](https://github.com/open-contracting/infrastructure/pull/429) - partyRole: 'climateFinanceFocalPoint'
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8 changes: 8 additions & 0 deletions docs/reference/codelists.md
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Expand Up @@ -27,6 +27,7 @@ OC4IDS reuses some codelists from the Open Contracting Data Standard and its ext
* [Unit classification scheme](https://standard.open-contracting.org/1.1/en/schema/codelists/#unit-classification-scheme)
* [Milestone status](https://standard.open-contracting.org/1.1/en/schema/codelists/#milestone-status)
* [Milestone code](https://standard.open-contracting.org/profiles/ppp/latest/en/reference/codelists/#milestonecode)
* [Sustainability strategy](https://extensions.open-contracting.org/en/extensions/sustainability/master/codelists/#sustainabilityStrategy.csv)

## Closed codelists

Expand Down Expand Up @@ -131,3 +132,10 @@ Projects with a `status` of 'completed' may be displayed in a list of archived p
:header-rows: 1
:file: ../../build/current_lang/codelists/classificationScheme.csv
```

### sustainabilityStrategy

```{csv-table-no-translate}
:header-rows: 1
:file: ../../build/current_lang/codelists/sustainabilityStrategy.csv
```
36 changes: 36 additions & 0 deletions docs/reference/schema.md
Original file line number Diff line number Diff line change
Expand Up @@ -1138,6 +1138,42 @@ Each `MilestoneReference` has the following fields:

`````

### Sustainability

`Sustainability` is defined as:

```{field-description} ../../build/current_lang/project-schema.json /definitions/Sustainability
```

This sub-schema is referenced by the following properties:

* [`ContractingProcessSummary/tender/sustainability`](project-schema.json,/definitions/ContractingProcessSummary,tender/sustainability)

Each `Sustainability` has the following fields:

`````{tab-set}

````{tab-item} Schema

```{jsonschema} ../../build/current_lang/project-schema.json
:pointer: /definitions/Sustainability
:collapse: strategies
:addtargets:
```

````

````{tab-item} Examples

```{jsoninclude} ../../docs/examples/example.json
:jsonpointer: /projects/0/contractingProcesses/0/summary/tender/sustainability
:title: contractingProcesses/0/summary/tender/sustainability
```

````

`````

### Meeting

`Meeting` is defined as:
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4 changes: 2 additions & 2 deletions mapping/sustainability.yaml
Original file line number Diff line number Diff line change
Expand Up @@ -1867,7 +1867,7 @@
mapping: |-
Contracting process level:

Add a `Sustainability` object to the `.summary.tender.sustainability` array and add 'awardCriteria' to its `.strategies` array.
Add a `Sustainability` object to the `summary.tender.sustainability` array and add 'awardCriteria' to its `.strategies` array.
example: |-
{
"contractingProcesses": [
Expand All @@ -1878,7 +1878,7 @@
"sustainability": [
{
"strategies": [
"awardCritera"
"awardCriteria"
]
}
]
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10 changes: 10 additions & 0 deletions schema/project-level/codelists/sustainabilityStrategy.csv
Original file line number Diff line number Diff line change
@@ -0,0 +1,10 @@
Code,Title,Description,Source
awardCriteria,Award criteria,"Award criteria are used to pursue sustainability goals: for example, allocating points relative to the percentage of recycled materials.",OCDS
contractPerformanceConditions,Contract performance conditions,"Contract performance conditions are used to pursue sustainability goals: for example, requiring the supplier to monitor carbon emissions during the contract's implementation.",OCDS
marginOfPreference,Margin of preference,"Margins of preference are used to pursue sustainability goals: for example, accepting the bid of a local supplier that is within a margin of the lowest bid.",OCDS
reservedParticipation,Reserved participation,"Reserved participation is used to pursue sustainability goals: for example, allowing only SMEs to participate in the contracting process.",OCDS
selectionCriteria,Selection criteria,"Selection criteria are used to fulfill sustainability goals: for example, requiring a bidder to have a sustainability certificate.",OCDS
technicalSpecifications,Technical specifications,"Items' technical specifications are used to pursue sustainability goals: for example, requiring a product to have an energy efficiency certificate.",OCDS
euGPPCriteria,EU GPP criteria,"Green public procurement criteria established at the European Union-level are used to pursue sustainability goals. Criteria can include selection criteria, technical specifications, award criteria and contract performance clauses.",OCDS
nationalGPPCriteria,National GPP criteria,"Green public procurement criteria established at the national level are used to pursue sustainability goals. Criteria can include selection criteria, technical specifications, award criteria and contract performance clauses.",OCDS
otherGPPCriteria,Other GPP criteria,"Green public procurement criteria established at a level other than the European Union or national levels are used to pursue sustainability goals. Criteria can include selection criteria, technical specifications, award criteria and contract performance clauses.",OCDS
36 changes: 34 additions & 2 deletions schema/project-level/project-schema.json
Original file line number Diff line number Diff line change
Expand Up @@ -526,6 +526,18 @@
"title": "Administrative entity",
"description": "The name and identifier of the entity responsible for contract administration if this is different from the procuring entity. The full details of the entity should be added to the project-level `parties` array with a `role` of 'administrativeEntity'.",
"$ref": "#/definitions/OrganizationReference"
},
"sustainability": {
"title": "Sustainability",
"description": "Information about how the contracting process incorporates sustainable public procurement.",
"type": [
"array"
],
"items": {
"$ref": "#/definitions/Sustainability"
},
"uniqueItems": true,
"minItems": 1
}
},
"minProperties": 1
Expand Down Expand Up @@ -2386,6 +2398,27 @@
},
"minProperties": 1
},
"Sustainability": {
"title": "Sustainability",
"description": "Information about how the contracting process incorporates sustainable public procurement.",
"type": "object",
"properties": {
"strategies": {
"title": "Strategies",
"description": "The strategies used to pursue the sustainability goal(s), using the open [sustainabilityStrategy](https://standard.open-contracting.org/infrastructure/{{version}}/{{lang}}/reference/codelists/#sustainabilityStrategy) codelist.",
"type": [
"array"
],
"items": {
"type": "string"
},
"codelist": "sustainabilityStrategy.csv",
"openCodelist": true,
"minItems": 1
}
},
"minProperties": 1
},
"Meeting": {
"title": "Meeting",
"description": "Information about a meeting.",
Expand Down Expand Up @@ -2472,6 +2505,5 @@
},
"minProperties": 1
}
},
"minProperties": 1
}
}
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