Tender

Schema

title

string, multilingual

Additionally in Open procedure with publication in English - aboveThresholdEU, Energy Service Contracting procedure - esco and The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA (stage2_EU):

uk (title) and en (title_en) translations are required

The name of the tender, displayed in listings. You can include the following items:

  • tender code (in procuring organization management system)

  • periodicity of the tender (annual, quarterly, etc.)

  • item being procured

  • some other info

description

string, multilingual

Detailed description of tender.

tenderID

string, auto-generated, read-only

The tender identifier to refer tender to in “paper” documentation.

OpenContracting Description: TenderID should always be the same as the OCID. It is included to make the flattened data structure more convenient.

procuringEntity

ProcuringEntity, required

Organization conducting the tender.

OpenContracting Description: The entity managing the procurement, which may be different from the buyer who is paying / using the items being procured.

If procurementMethodType is negotiation or negotiation.quick, then possible values of ProcuringEntity.kind are limited to ['general', 'special', 'defense'].

procurementMethod

string, auto-generated

limited

Procurement Method of the Tender.

Only in Reporting, negotiation procedures - reporting, negotiation, negotiation.quick

procurementMethodType

string

belowThreshold

below threshold procedure indentifier

aboveThresholdUA

above threshold procedure indentifier

aboveThresholdEU

above threshold EU procedure indentifier

aboveThresholdUA.defense

defense procedure indentifier

reporting

reporting procedure indentifier

negotiation

negotiation procedure indentifier

negotiation.quick

negotiation.quick procedure indentifier

esco

esco procedure indentifier

closeFrameworkAgreementUA

closeframeworkagreementua procedure indentifier

closeFrameworkAgreementSelectionUA

closeframeworkagreementua.selection procedure indentifier

Possible values in The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA stage1:

competitiveDialogueEU

competitiveDialogueUA

Possible values in The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA stage2:

competitiveDialogueEU.stage2

competitiveDialogueUA.stage2

value

Value, required

Total available tender budget. Bids greater then value will be rejected.

OpenContracting Description: The total estimated value of the procurement.

Absent in Energy Service Contracting procedure - esco

guarantee

Guarantee

Bid guarantee

date

string, Date, auto-generated

items

list of Item objects, required

List that contains single item being procured.

OpenContracting Description: The goods and services to be purchased, broken into line items wherever possible. Items should not be duplicated, but a quantity of 2 specified instead.

features

list of Feature objects

Features of tender.

documents

List of Document objects

OpenContracting Description: All documents and attachments related to the tender.

questions

List of Question objects

Questions to procuringEntity and answers to them.

complaints
List of Complaint and Claim objects.
List of Claim objects for belowThreshold.

Complaints and Claims to tender conditions and their resolutions.

bids

List of Bid objects

A list of all bids placed in the tender with information about tenderers, their proposal and other qualification documentation.

OpenContracting Description: A list of all the companies who entered submissions for the tender.

minimalStep

Value, required

The minimal step of auction (reduction). Validation rules:

  • amount should be less then Tender.value.amount and between 0.5% and 3% of Tender.value.amount

  • currency should either be absent or match Tender.value.currency

  • valueAddedTaxIncluded should either be absent or match Tender.value.valueAddedTaxIncluded

awards

List of Award objects

All qualifications (disqualifications and awards).

agreements

List of Agreement objects

Only in Close Framework Agreement procedure - closeFrameworkAgreement or Close Framework Agreement (Selection) procedure - closeFrameworkAgreementSelectionUA

agreement

Agreement object

Only in Price Quotation procedure - priceQuotation

contracts

List of Contract objects

enquiryPeriod

Period, required

Period when questions are allowed. At least endDate has to be provided.

OpenContracting Description: The period during which enquiries may be made and will be answered.

Additionally in Defense procedure - aboveThresholdUA.defense, Open procedure - aboveThresholdUA and Open procedure with publication in English - aboveThresholdEU:

enquiryPeriod has additional fields:

  • invalidationDate - date of the last tender conditions modification, when all bid proposals became invalid. Broker (eMall) should take action in order for bids to be activated or re-submitted.

  • clarificationsUntil - time before which answers for questions and claims can be provided. After this time the procedure will be blocked.

dateModified

string, Date, auto-generated

owner

string, auto-generated

tenderPeriod

Period, required

Period when bids can be submitted. At least endDate has to be provided.

OpenContracting Description: The period when the tender is open for submissions. The end date is the closing date for tender submissions.

qualificationPeriod

Period, read-only

This period consists of qualification and 10 days of stand still period.

OpenContracting Description: Period when qualification can be submitted with stand still period.

Only in Open procedure with publication in English - aboveThresholdEU, Energy Service Contracting procedure - esco and The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA

auctionPeriod

Period, read-only

Period when Auction is conducted.

auctionUrl

url

A web address for view auction.

awardPeriod

Period, read-only

Awarding process period.

OpenContracting Description: The date or period on which an award is anticipated to be made.

mainProcurementCategory

string

goods

The primary object of this tender involves physical or electronic goods or supplies.

services

The primary object of this tender involves construction, repair, rehabilitation, demolition, restoration or maintenance of some asset or infrastructure.

works

The primary object of this tender involves professional services of some form, generally contracted for on the basis of measurable outputs or deliverables.

OpenContracting Description: The primary category describing the main object of the tender.

Validation depends on:

milestones

List of Milestone objects.

plans

List of PlanRelation objects.

status

string

active.enquiries

Enquiries period (enquiries)

active.tendering

Tendering period (tendering)

active.auction

Auction period (auction)

active.qualification

Winner qualification (qualification)

active.awarded

Standstill period (standstill)

unsuccessful

Unsuccessful tender (unsuccessful)

complete

Complete tender (complete)

cancelled

Cancelled tender (cancelled)

Status of the Tender.

Different in Defense procedure - aboveThresholdUA.defense, Open procedure - aboveThresholdUA and and The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA (UA):

active.tendering

Tendering period (tendering)

active.auction

Auction period (auction)

active.qualification

Winner qualification (qualification)

active.awarded

Standstill period (standstill)

unsuccessful

Unsuccessful tender (unsuccessful)

complete

Complete tender (complete)

cancelled

Cancelled tender (cancelled)

Different in Reporting, negotiation procedures - reporting, negotiation, negotiation.quick:

active

Active tender (default)

complete

Completed tender

cancelled

Cancelled tender

unsuccessful

Unsuccessful tender

Different in Open procedure with publication in English - aboveThresholdEU, Energy Service Contracting procedure - esco and The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA (EU):

active.tendering

Enquiries and tendering period

active.pre-qualification

Pre qulification period

active.pre-qualification.stand-still

Standstill before auction

active.auction

Auction period (auction)

active.qualification

Winner qualification (qualification)

active.awarded

Standstill period (standstill)

complete

Complete tender (complete)

unsuccessful

Unsuccessful tender (unsuccessful)

cancelled

Cancelled tender (cancelled)

Different in Close Framework Agreement procedure - closeFrameworkAgreement:

active.tendering

Tendering period (tendering)

active.pre-qualification

Pre-qualification period (pre-qualification)

active.pre-qualification.stand-still

Standstill before auction

active.auction

Auction period (auction)

active.qualification

Winners qualification (qualification)

active.qualification.stand-still

Standstill before contract signing

active.awarded

Standstill period (standstill)

unsuccessful

Unsuccessful tender (unsuccessful)

complete

Complete tender (complete)

cancelled

Cancelled tender (cancelled)

Different in Close Framework Agreement (Selection) procedure - closeFrameworkAgreementSelectionUA:

draft

ProcuringEntity creats draft of procedure, where should be specified procurementMethodType - closeFrameworkAgreementSelectionUA, procurementMethod - selective. One lot structure procedure. Also ProcuringEntity should specify agreement:id, items, title, description and features, if needed.

draft.pending

ProcuringEntity changes status of procedure from ‘draft’ to ‘draft.pending’ to make the system check provided information and pull up necassery information from Agreement in frameworks_electroniccatalogue.

draft.unsuccessful

Terminal status. System moves procedure to ‘draft.unsuccessful’ status if at least one of the checks is failed.

active.enquiries

Enquiries period (enquiries)

active.tendering

Tendering period (tendering)

active.auction

Auction period (auction)

active.qualification

Winner qualification (qualification)

active.awarded

Standstill period (standstill)

unsuccessful

Unsuccessful tender (unsuccessful)

complete

Complete tender (complete)

cancelled

Cancelled tender (cancelled)

lots

List of Lot objects.

Contains all tender lots.

In Reporting, negotiation procedures - reporting, negotiation, negotiation.quick: Only if tender.procurementMethodType is negotiation or negotiation.quick.

agreementDuration

string, required

Duration of agreement. Maximum 4 years. Format ISO8601 (PnYnMnDTnHnMnS)

Only in Close Framework Agreement procedure - closeFrameworkAgreement

maxAwardsCount

string, required

Maximum number of required Awards

Only in Close Framework Agreement procedure - closeFrameworkAgreement

qualifications

List of Qualification objects.

Contains all tender qualifications.

Only in Open procedure with publication in English - aboveThresholdEU and The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA

cancellations

List of Cancellation objects.

Contains 1 object with active status in case of cancelled Tender.

The Cancellation object describes the reason of tender cancellation contains accompanying documents if any.

funders

List of Organization objects.

Optional field.

The funder is an entity providing money or finance for contracting process.

buyers

List of PlanOrganization objects, required at least 1 object in case of the central procurement kind

Identifications of the subjects in whose interests the purchase is made

revisions

List of Revision objects, auto-generated

Historical changes to Tender object properties.

cause

string, required for negotiation and negotiation.quick procedures

Causes for using negotiation or negotiation.quick procedures. For more details see Article 35 of the Law of Ukraine “On Public Procurement”.

Possible values for negotiation and negotiation.quick procedures:

  • twiceUnsuccessful Two tenders have already been cancelled due to lack of participants

  • additionalPurchase Need to use the same supplier for unification, standardization, etc.

  • additionalConstruction Need of additional construction works

  • stateLegalServices Purchase of legal services connected with protection of rights and interests of Ukraine

  • resolvingInsolvency Goods procurement related to resolving insolvency according to the law

  • artPurchase Procurement related to creation or purchase of artwork

  • contestWinner Conclusion of contract with the winner of architecture or art contest

  • technicalReasons Lack of competition due to technical reasons

  • intProperty Necessity of protecting intellectual property rights

  • lastHope Conclusion of contract with the last hope supplier

Possible values for negotiation.quick procedure:

  • emergency Occurrence of special economical reasons related to emergency management

  • humanitarianAid Occurrence of special economical reasons related to emergency management

  • contractCancelled Termination of an agreement by the fault of supplier

  • activeComplaint Unfinished complaining process in active procurement

Only in Reporting, negotiation procedures - reporting, negotiation, negotiation.quick

causeDescription

string, multilingual, required for negotiation and negotiation.quick procedures

Reasoning behind usage of negotiation or negotiation.quick procedures.

Only in Reporting, negotiation procedures - reporting, negotiation, negotiation.quick

stage2TenderID

string, auto-generated, read-only

The tender identifier on second stage

Only in The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA stage1

shortlistedFirms

List of Firm objects, auto-generated, read-only

OpenContracting Description: List of firm which can register bid on tender

Only in The Competitive Dialogue procedure - competitiveDialogueEU, competitiveDialogueUA stage2

targets

List of Metric

Only in Open procedure - aboveThresholdUA

Could be created only if status of tender is draft. Modifying is possible if status of tender in [draft, active.tendering]. In all other statuses creating and modifying is forbidden.

Additionally in Energy Service Contracting procedure - esco:

NBUdiscountRate

float, required

NBU Discount Rate as of tender notice publication date. Possible values: from 0 to 0.99 (from 0% to 99% respectively), with 3-digit precision after comma (e.g. 00.000). NBUdiscountRate change is interpreted as a change of tender conditions.

minimalStepPercentage

Value, Float, required.

Minimum step increment of the energy service contract performance indicator during auction that is calculated from participant’s bid. Possible values: from 0.005 to 0.03 (from 0.5% to 3%), with 3-digit precision after comma.

fundingKind

string, required.

Tender funding source. Possible values:
  • budget - Budget funding.

  • other - exclusively supplier’s funding.

Default value: other

yearlyPaymentsPercentageRange

float, required

Fixed percentage of participant’s cost reduction sum, with 3-digit precision after comma. Possible values:

  • from 0.8 to 1 (from 80% to 100% respectively) if tender:fundingKind:other.

  • from 0 to x, where x can vary from 0 to 0.8 (from 0% to x% respectively) if tender:fundingKind:budget.

noticePublicationDate

string, Date

Read-only, autogenerated.

Date of tender announcement.

Important

The Tender dates should be sequential:

  • Current time

  • enquiryPeriod.startDate

  • enquiryPeriod.endDate

  • tenderPeriod.startDate

  • tenderPeriod.endDate

Tender workflow Reporting, negotiation procedures - reporting, negotiation, negotiation.quick

digraph G {
    A [ label="active*" ]
    B [ label="complete"]
    C [ label="cancelled"]
     A -> B;
     A -> C;
}

* marks initial state