Techniques

Adds fields to the tender, lot and lot group objects to describe the use of techniques, such as framework agreements, dynamic purchasing systems and electronic auctions. Also, adds a field to the tender object in a framework agreement call-off to indicate if it is competitive or direct.

Guidance

Framework agreement's value and period

The value and period fields of FrameworkAgreement objects should only be used if a data source provides values and periods for both the contract/lot and the framework agreement, like TED XML Schema R2.08. Otherwise:

• If a procurement isn't divided into lots, use the tender.value and tender.contractPeriod fields.
• If a procurement is divided into lots, use the value and contractPeriod fields of Lot objects.

Framework agreement's method

Here are the possible values for a framework agreement's method field, and common synonyms:

• withoutReopeningCompetition: call-offs
• withReopeningCompetition: mini-competitions
• withAndWithoutReopeningCompetition: call-offs and mini-competitions

Legal context

In the European Union, this extension's fields correspond to eForms BG-706 (Techniques), BG-157 (Group Framework Maximum Value and BT-271 (Framework Maximum Value). For correspondences to eForms fields, see OCDS for eForms. For correspondences to Tenders Electronic Daily (TED), see OCDS for the European Union.

Examples

Framework agreement

{
  "tender": {
    "lots": [
      {
        "id": "1",
        "techniques": {
          "hasFrameworkAgreement": true,
          "frameworkAgreement": {
            "minimumParticipants": 2,
            "maximumParticipants": 100,
            "method": "withoutReopeningCompetition",
            "periodRationale": "<A good justification>",
            "buyerCategories": "all hospitals in the Tuscany region",
            "value": {
              "amount": 240000,
              "currency": "EUR"
            },
            "period": {
              "durationInDays": 730
            },
            "description": "Call offs are estimated to be organized every 3 months, with an average value of 60,000 euros per contract."
          }
        }
      }
    ]
  }
}

Dynamic purchasing system

{
  "tender": {
    "lots": [
      {
        "id": "1",
        "techniques": {
          "hasDynamicPurchasingSystem": true,
          "dynamicPurchasingSystem": {
            "type": "closed",
            "status": "active"
          }
        }
      }
    ]
  }
}

Electronic auction

{
  "tender": {
    "lots": [
      {
        "id": "1",
        "techniques": {
          "hasElectronicAuction": true,
          "electronicAuction": {
            "url": "https://example.com/auction/1",
            "description": "<Any relevant details>"
          }
        }
      }
    ]
  }
}

Direct call-off

{
  "tender": {
    "id": "2421-1016-CM20",
    "procuringEntity": {
      "name": "I.MUNICIPALIDAD DE CONCEPCION | DIRECCION DE SALUD MUNICIPAL DE CONCEPCION",
      "id": "CL-MP-3413"
    },
    "competitive": false
  },
  "awards": [
    {
      "id": "42133251",
      "title": "JERINGAS DAS CONCEPCION",
      "description": "2239-16-LR15 Órtesis, Prótesis, Endoprótesis e Insumos de Salud. FINANCIAMIENTO: 215.22.04.005.001 SP 28 SE SOLICITA LA ACEPTACIÓN DE ESTA ORCOM A TRAVÉS DE LA PLATAFORMA MERCADO PUBLICO ANTES DE REALIZAR LA ENTREGA DEL BIEN O SERVICIO",
      "status": "active",
      "date": "2020-06-23T15:40:44Z",
      "value": {
        "amount": 7526475.0,
        "currency": "CLP"
      },
      "suppliers": [
        {
          "name": "Tecnika S.A. | Tecnika S.A.",
          "id": "CL-MP-27291"
        }
      ],
      "items": [
        {
          "id": "111570611",
          "description": "Aparatos de inyección hipodérmica o accesorios(1391678 )JERINGA HIPODERMICA CONTROLADA VENOTEK 10ML LUER LOCK CON AGUJA 21GX1 1/2 100 UNIDADES 1418179",
          "quantity": 500.0,
          "unit": {
            "value": {
              "amount": 4228.0,
              "currency": "CLP"
            }
          }
        }
      ]
    }
  ],
  "relatedProcesses": [
    {
      "id": "1",
      "relationship": [
        "framework"
      ],
      "title": "Órtesis, Prótesis, Endoprótesis e Insumos de Salud",
      "scheme": "ocid",
      "identifier": "ocds-70d2nz-2239-16-LR15"
    }
  ]
}

Issues

Report issues for this extension in the ocds-extensions repository, putting the extension's name in the issue's title.

Changelog

2023-06-07

• Merge the Competitive extension.
• Add LotGroup.techniques field.

2020-10-05

• Add fields:
  • FrameworkAgreement.minimumParticipants
  • FrameworkAgreement.value
  • FrameworkAgreement.period
  • FrameworkAgreement.description

2020-04-24

• Add minProperties, minItems and/or minLength properties.

This extension was originally discussed as part of the OCDS for EU profile, in pull requests and in open-contracting/standard#695.