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Tutorial

Configuration

The set of possible configuration values for reporting:

The set of possible configuration values for negotiation:

The set of possible configuration values for negotiation.quick:

You can look for more details in :ref:`config` section.

Tender creation

You can create three procedures:
  • reporting - reporting with no stand-still period
  • negotiation - negotiation procedure with 10 day stand-still before contract registration
  • negotiation.quick - quick negotiation procedure with 5 day stand-still before contract registration

Creating tender for reporting procedure

To create tender for reporting procedure you should set reporting value for procurementMethodType.

Let’s create a tender:

.. http:example:: http/tutorial/create-tender-procuringEntity.http
   :code:

We have 201 Created response code, Location header and body with extra id, tenderID, and dateModified properties.

Let's check what tender registry contains:

.. http:example:: http/tutorial/tender-listing-after-procuringEntity.http
   :code:

We don't see internal id of tender, because tender appears in the listing from active status.

Creating tender for negotiation procedure

To create tender for negotiation procedure you should set negotiation value for procurementMethodType.

.. http:example:: http/tutorial/create-tender-negotiation-procuringEntity.http
   :code:

Creating tender for negotiation.quick procedure

To create tender for negotiation.quick procedure you should set negotiation.quick value for procurementMethodType.

.. http:example:: http/tutorial/create-tender-negotiation-quick-procuringEntity.http
   :code:

Tender activating

For activating reporting, negotiation, negotiation.quick procedures you should update status to active:

.. http:example:: http/tutorial/tender-activating.http
   :code:

Let's see what listing of tenders reveals us:

.. http:example:: http/tutorial/active-tender-listing-after-procuringEntity.http
   :code:

We do see the internal id of a tender (that can be used to construct full URL by prepending http://api-sandbox.openprocurement.org/api/0/tenders/) and its dateModified datestamp.

Modifying tender

Let's update tender by supplementing it with all other essential properties:

.. http:example:: http/tutorial/patch-items-value-periods.http
   :code:

We see the added properies have merged with existing tender data. Additionally, the dateModified property was updated to reflect the last modification datestamp.

Checking the listing again reflects the new modification date:

.. http:example:: http/tutorial/tender-listing-after-patch.http
   :code:



.. index:: Document

Uploading documentation

Procuring entity can upload documents and files into the created tender. Uploading should follow the :ref:`upload` rules.

.. http:example:: http/tutorial/upload-tender-notice.http
   :code:

201 Created response code and Location header confirm document creation.

In case we made an error, we can reupload the document over the older version:

.. http:example:: http/tutorial/update-tender-notice.http
   :code:

Awarding

Adding supplier information

Addition of supplier information is the same for all procedures.

Procuring entity registers supplier information for reporting procedure:

.. http:example:: http/tutorial/tender-award.http
   :code:

Procuring entity registers supplier information for negotiation procedure:

.. http:example:: http/tutorial/tender-negotiation-award.http
   :code:

You can notice that there is complaintPeriod record with startDate value generated.

Procuring entity registers supplier information for negotiation.quick procedure:

.. http:example:: http/tutorial/tender-negotiation-quick-award.http
   :code:

Award for negotiation.quick procedure also has complaintPeriod record with startDate value.

Uploading award documentation

You can upload award documents only before awarding decision is confirmed. Let's add award document:

.. http:example:: http/tutorial/tender-award-upload-document.http
   :code:

201 Created response code and Location header confirm that document has been added.

Let's see the list of award documents:

.. http:example:: http/tutorial/tender-award-get-documents.http
   :code:

We can add another award document:

.. http:example:: http/tutorial/tender-award-upload-second-document.http
   :code:

201 Created response code and Location header confirm second document has been added.

Let's see the list of all uploaded award documents:

.. http:example:: http/tutorial/tender-award-get-documents-again.http
   :code:

Award confirmation

Procuring entity can confirm awarding decision:

.. http:example:: http/tutorial/tender-award-approve.http
   :code:

Award confirmation for negotiation procedure:

.. http:example:: http/tutorial/tender-negotiation-award-approve.http
   :code:

The difference between startDate and endDate in complaintPeriod record for negotiation is 10 days.

Award confirmation for negotiation.quick procedure:

.. http:example:: http/tutorial/tender-negotiation-quick-award-approve.http
   :code:

The difference between startDate and endDate in complaintPeriod record for negotiation.quick is 5 days.

.. index:: Setting Contract

Setting Contract

All operations with contract moved to :ref:`econtracting`

Contract registration

Reporting tender contract can be registered immediately after award confirmation:

.. http:example:: http/tutorial/tender-contract-sign.http
   :code:

Negotiation tender contract can be registered only after the stand-still (10 day period after the award confirmation):

.. http:example:: http/tutorial/tender-negotiation-contract-sign.http
   :code:

Negotiation.quick tender contract can be registered after the stand-still (5 day period after the award confirmation):

.. http:example:: http/tutorial/tender-negotiation-quick-contract-sign.http
   :code:

Cancelling tender

Tender creator can cancel tender anytime (except when tender in status active.auction or in terminal status e.g. unsuccessful, canceled, complete).

The following steps should be applied:

  1. Prepare cancellation request
  2. Fill it with the protocol describing the cancellation reasons
    1. Passing complaint period(10 days),only for negotiation and negotiation.quick
  4. Cancel the tender with the reasons prepared.

Only the request that has been activated (4th step above) has power to cancel tender. I.e. you have to not only prepare cancellation request but to activate it as well.

For cancelled cancellation you need to update cancellation status to unsuccessful from draft or pending.

See :ref:`cancellation` data structure for details.

Preparing the cancellation request for reporting procedure

You should pass reason and reasonType, status defaults to draft.

There are four possible types of cancellation reason - tender was noDemand, unFixable, forceMajeure and expensesCut.

id is autogenerated and passed in the Location header of response.

.. http:example:: http/tutorial/prepare-cancellation.http
   :code:

You can change reasonType value to any of the above.

.. http:example:: http/tutorial/update-cancellation-reasonType.http
   :code:

Preparing the cancellation request for negotiation and negotiation.quick procedures

There are five possible types of cancellation reason - tender was noObjectiveness, unFixable, noDemand, expensesCut, dateViolation.

.. http:example:: http/tutorial/negotiation-prepare-cancellation.http
   :code:

You can change reasonType value to any of the above.

.. http:example:: http/tutorial/negotiation-update-cancellation-reasonType.http
   :code:

Filling cancellation with protocol and supplementary documentation

This step is required. Without documents you can't update tender status.

Upload the file contents

.. http:example:: http/tutorial/upload-cancellation-doc.http
   :code:

Change the document description and other properties

.. http:example:: http/tutorial/patch-cancellation.http
   :code:

Upload new version of the document

.. http:example:: http/tutorial/update-cancellation-doc.http
   :code:

Passing Complaint Period(only for negotiation and negotiation.quick)

For activate complaint period, you need to update cancellation from draft to pending.

.. http:example:: http/tutorial/pending-cancellation.http
   :code:

When cancellation in pending status the tender owner is prohibited from all actions on the tender.

Activating the request and cancelling tender

if the complaint period(duration 10 days) is over and there were no complaints or all complaints are canceled, then cancellation will automatically update status to active.