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Deprecate eligibilityCriteria and add exclusionGrounds #901
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In a nutshell:
Updated according to the next comment. |
I think size tends to fall into selection criteria. For financial health, it depends. If it's something like "declared bankruptcy", it's an exclusion ground / eligibility criterion. If it's something like "minimum $1M revenue" (as a proxy for long-term stability), it's a selection criterion. |
If I get it right, the purpose of this issue is to:
More generally, in 1.2 we must pave the way towards straight definitions and consistent structures (xxxCriteriaDetails + structured array of criteria) for all criteria in 2.0. I'll start with 1. and we can discuss how to tackle 2. I understood the data team has a copy of all the OCDS data in the universe. We should be able to extract samples per publisher and analyse them. |
In the schema, I believe the description of
@jpmckinney Is removing "or selection" a breaking change? |
I found no misuse of "eligibility" in the docs nor in the schema. It's actually mentioned only two times:
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I created #1071 for For this issue, let's add detail to the definition, with some examples, e.g. "For example, a supplier might be ineligible if they have been temporarily suspended or debarred by the buyer." The issue also proposes adding a To assess the use of |
I've shared Helpdesk's previous research on the topic with @ColinMaudry and will update with some more recent examples. |
Analysis of the usage of My understanding is that
The other 11 are OK. Conclusion: the publishers that use eligibility generally use it correctly. Based on this analysis, in the scope of the 1.2 update, I suggest:
In 2.0 we I guess we would rename these text fields |
@ColinMaudry Sounds good! I suggest working on each of the two fields in separate PRs, to make them easier to merge. |
Three comments:
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Another option is, given the poor semantics and infrequent terminology of As for conditions for participation, we similarly have an Other Requirements extension, which can change once it becomes clearer where these fit conceptually. |
Sounds good. GPA does mention "may exclude [...] on grounds" as one of the general "conditions for participation". (UNCITRAL talks only about (qualification) "criteria".) |
https://www.wto.org/english/docs_e/legal_e/rev-gpr-94_01_e.htm
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Some other language for inspiration: https://www.procurementjourney.scot/route-3/develop-documents/exclusion-selection-and-award-criteria/exclusion-criteria |
I'm splitting this issue as I suggested in #901 (comment) so that selection criteria are dealt with separately in #1120 This issue is about the fate of Regarding "conditions for participation," the GPA article with that title discusses both selection criteria (e.g. legal and financial capacities, commercial and technical abilities) and exclusion grounds. UNCITRAL Article 9. Qualifications of suppliers and contractors also has a mix of the two:
Since the two are mixed in these documents, there's a possibility that some jurisdictions also mix them. The EU separates them into selection criteria and exclusion grounds, but I don't know that this distinction exists everywhere. As such, we might need a common model, e.g. an array of So, we should first decide on that last question, and if we chose to have separate fields, then we can continue with the above approach before the horizontal line. cc @ColinMaudry |
In https://www.procurementjourney.scot/route-3/develop-documents/exclusion-selection-and-award-criteria/exclusion-criteria, bankruptcy is in the "may ask" column, thus less typical than "criminal convictions". I'll update my proposal. |
Closed with #1296 |
@ColinMaudry I don't see this being resolved as part of the PR closing this issue, has this been done somewhere else? Just to make sure it doesn't fall through the cracks. |
@JachymHercher Right, I forgot to take care of the document types! Thanks! |
The PR is ready.
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You might be right. This is based on the EU standard forms having checkboxes for "Selection criteria as stated in the procurement documents" and "Selection criteria as stated in the procurement documents". https://standard.open-contracting.org/profiles/eu/latest/en/forms/F02/#section-iii I imagine most buyers just have one big PDF, but I guess in principle that PDF can be broken up into separate documents. We could omit them, but there is no downside to their inclusion. We can wait for peer review to accept/reject them. |
If these checkboxes are the only reason to include them, then I would drop them. They were added to the forms at a later stage than the other fields and sections around them and their point was just to allow the buyer to declare "I have fulfilled my legal responsibility". I don't think it was motivated by actual procurement documents being split this way. (We can wait for peer review to reject them, but we could also just wait for someone to propose it in case they have the need :). ) |
Okay, we can remove them in the same PR and create an issue on https://github.com/open-contracting-extensions/european-union/issues to update the guidance there. |
Done in 41fb2cd and open-contracting-extensions/european-union#95. I'm not 100% sure I've marked this correctly in the change-log.
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Background
In OCDS, selection criteria (for example, the criteria used to qualify bidders in a selective procedure in the sense of the GPA) are often mapped to
eligibilityCriteria
.However, selection criteria are not the same as eligibility criteria. For example, the UNDP has qualified but ineligible bidders, e.g. due to suspension or debarment:
eligibilityCriteria
was added in #139, and is described as:At the time,
awardCriteria
was incorrectly termedselectionCriteria
, which was fixed in #162; the confusion might have started in #140.Proposal
An effective solution depends on how frequently
eligibilityCriteria
is used to disclose selection criteria (a very common concept in procurement) versus eligibility criteria (rare).If the field is mainly used for selection criteria, then adding a new
selectionCriteria
field would create a situation in which there are two terms used to disclose the same concept.If the field is rarely used, or only used for eligibility criteria, then we can add a new
selectionCriteria
field, and clearly explain the difference between the two.We should also avoid the terms 'eligible' and 'eligibility' in all related guidance and extensions, unless that is actually what we mean.
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