tenderStatus, awardStatus contractStatus: update codes

docs/history/changelog.md

@@ -144,7 +144,15 @@ Per the [normative and non-normative content and changes policy](https://docs.go
   * [#1238](https://github.com/open-contracting/standard/pull/1238) Open the `releaseTag` codelist.
   * [#1415](https://github.com/open-contracting/standard/pull/1415) Align descriptions of 'planning', 'tender', 'award' and 'contract' with the corresponding schema fields.
 
-* [#1201](https://github.com/open-contracting/standard/pull/1201) Add 'terminatedEarly' and 'terminatedSuccessfully' codes to the `contractStatus` codelist, to distinguish between successful completion and early termination of the contract.
+* `tenderStatus`, `awardStatus` and `contractStatus`:
+  * [#1509](https://github.com/open-contracting/standard/pull/1509) Major change of descriptions, adding and deprecating the following codes.
+    * Deprecated: 'planning' in `tenderStatus`. Deprecated because it is unnecessary since contracting processes are now split from planning processes (which do not have any states themselves).
+    * Deprecated: 'pending' in `awardStatus` and `contractStatus`. Deprecated because the code (which would follow 'active') does not provide any additional information compared to `awardDate` and `dateSigned` and, in the case of `contractStatus` has unclear semantics ("proposed").
+    * Added: 'withdrawn' in `awardStatus` and `contractStatus`, as information can stop being published at any moment also for only individual awards / contracts.
+    * Added: 'complete' in `awardStatus`, as there was no code suggesting that the award successfully happened and was done (the equivalent in `contractStatus` is 'terminated'.)
+    * Added 'unsuccessful' in `contractStatus`, as a failure not caused by the buyer can happen also in the contract stage (e.g. the winning bidder(s) refuses to sign the contract). 
+  * [#1201](https://github.com/open-contracting/standard/pull/1201) Add 'terminatedEarly' and 'terminatedSuccessfully' to the `contractStatus` codelist, to distinguish between successful completion and early termination of the contract.
+
 * [#1200](https://github.com/open-contracting/standard/pull/1200) Deprecate the `submissionMethod` codelist, because its codes were either not submission methods, or not supported by use cases.
 * [#1389](https://github.com/open-contracting/standard/pull/1389) Deprecate the `initiationType` codelist, because the approach to data modelling that it supports was not pursued.
 * [#1209](https://github.com/open-contracting/standard/pull/1209) Replace "electronic goods" with "digital goods" in the description of 'goods' from the `procurementCategory` codelist, to align with the description in the World Trade Organization's Agreement on Government Procurement, and to avoid confusion between electronic goods like computers and digital goods like software.

schema/codelists/awardStatus.csv

@@ -1,5 +1,5 @@
-Code,Title,Description
-pending,Pending,"This award has been proposed, but is not yet in force. This can be due to a cooling off period, or some other process."
-active,Active,"This award has been made, and is currently in force."
-cancelled,Cancelled,This award has been cancelled.
-unsuccessful,Unsuccessful,"This award could not be successfully made. If items or supplier details are included within the award section, then these narrow the scope of the unsuccessful award (i.e. the award of noted items, or an award to the noted supplier, was unsuccessful, but there can be other successful awards for different items listed in the tender, or to different suppliers)."
+Code,Title,Description,Deprecated,Deprecation note
+pending,Pending,"The award was made, but the standstill period has not yet ended.",1.2,Deprecated because the same information can be determined by comparing the sum of `awards/date` and `tender/standstillPeriod/durationInDays` (new in 1.2) to `date`.
+active,Active,"The award was made and the standstill period, if any, has ended.",1.2,Deprecated because the same information can be determined by comparing the sum of `awards/date` and `tender/standstillPeriod/durationInDays` (new in 1.2) to `date`.
+cancelled,Cancelled,"The award was cancelled by the buyer or the procuring entity (e.g. because of a change in needs, insufficient funds, or technical or procedural errors) after the bid submission deadline, but before the award was made or before the standstill period, if any, had ended.",1.2,OCDS 1.2 replaces this code with a new field for final states.
+unsuccessful,Unsuccessful,"The award failed (e.g. a review body cancelled the process during the standstill period) after the bid submission deadline, but before the award was made or before the standstill period, if any, had ended.",1.2,OCDS 1.2 replaces this code with a new field for final states.

schema/codelists/contractStatus.csv

@@ -1,7 +1,5 @@
-Code,Title,Description
-pending,Pending,"This contract has been proposed, but is not yet in force. It might be awaiting signature."
-active,Active,"This contract has been concluded by all the parties, and is now legally in force."
-cancelled,Cancelled,This contract has been cancelled prior to being concluded.
-terminated,Terminated,"This contract was concluded and in force, and has now come to a close. This might be due to the successful completion of the contract, or might be early termination due to some non-completion."
-terminatedEarly,Terminated early,"This contract was concluded and in force, and is terminated early due to some non-completion."
-terminatedSuccessfully,Terminated successfully,"This contract was concluded and in force, and is terminated due to its successful completion."
+Code,Title,Description,Deprecated,Deprecation note
+pending,Pending,"The award was made and the standstill period, if any, has ended. The contract is not yet concluded (for example, not signed by all parties).",1.2,Deprecated because the same information can be determined by the absence of a `contracts.dateSigned`.
+active,Active,"The contract was concluded (for example, signed by all parties). The contract is not yet terminated.",1.2,Deprecated because the same information can be determined by comparing `contracts.period` to `date`.
+terminated,Terminated,"The contract was concluded (for example, signed), and has now come to a close. This might be due to the successful completion of the contract, or might be early termination due to some non-completion.",1.2,OCDS 1.2 replaces this code with a new field for final states.
+cancelled,Cancelled,"The contracting process was cancelled by the buyer or the procuring entity (e.g. because of a change in needs, insufficient funds, or technical or procedural errors) after the award was made and the standstill period, if any, had ended.",1.2,OCDS 1.2 replaces this code with a new field for final states.

schema/codelists/releaseTag.csv

@@ -1,7 +1,7 @@
 Code,Title,Description
-planning,Planning,"Information about, for example, needs identification, budget planning and market research. This information concerns the planning process. This information typically concerns the period before the publication of procurement documents."
+planning,Planning,"Information about, for example, needs identification, budget planning and market research. This information concerns the planning process. This information typically concerns the period before contracting documents (for example, procurement documents) are available to potential suppliers."
 planningUpdate,Planning update,"Details of a proposed or planned contracting process are being updated. This might include addition of information and documents from consultation engagement activities, revised details or timelines for a proposed contracting process, or a tender.status update to indicate that a pipeline proposal has been withdrawn."
-tender,Tender,"Information about, for example, the needed items and their estimated value, procurement method, award criteria, and various deadlines. This information concerns either the contracting process or the planning process. For a contracting process, this information typically concerns the period starting with the publication of procurement documents and ending with the bid submission deadline. For a planning process, this information typically concerns the period before the publication of procurement documents."
+tender,Tender,"Information about, for example, the needed items and their estimated value, procurement method, award criteria, and various deadlines. This information concerns either the contracting process or the planning process. For a contracting process, this information typically concerns the period starting with contracting documents (for example, procurement documents) being available to potential suppliers and ending with the bid submission deadline. For a planning process, this information typically concerns the period before the contracting documents are available to potential suppliers."
 tenderAmendment,Tender amendment,"An amendment to an existing tender release. There should be at least one tender release with the same ocid, but an earlier release date, before a tenderAmendment is published. The term amendment has legal meaning in many jurisdictions."
 tenderUpdate,Tender update,"An update to an existing tender release. There should be at least one tender release with the same ocid, but an earlier release date, before a tenderUpdate is published. An update may add new information or make corrections to prior published information. It should not be used for formal legal amendments to a tender, for which the tenderAmendment tag should be used."
 tenderCancellation,Tender cancellation,"The cancellation of an existing tender. There should be at least one release with the same ocid, but an earlier release date, which provides details of the tender being cancelled."

schema/codelists/tenderStatus.csv

@@ -1,8 +1,8 @@
-Code,Title,Description
-planning,Planning,"A future contracting process is being considered. Early information about the process can be provided in the tender section. A process with this status might provide information on early engagement or consultation opportunities, during which the details of a subsequent tender can be shaped."
-planned,Planned,"A contracting process is scheduled, but is not yet taking place. Details of the anticipated dates can be provided in the tender block."
-active,Active,A tender process is currently taking place.
-cancelled,Cancelled,The tender process has been cancelled.
-unsuccessful,Unsuccessful,The tender process was unsuccessful.
-complete,Complete,The tender process is complete.
-withdrawn,Withdrawn,No further information on this process is available under this ocid.
+Code,Title,Description,Deprecated,Deprecation note
+planning,Planning,"A future contracting process is being considered. Early information about the process can be provided in the tender section. A process with this status might provide information on early engagement or consultation opportunities, during which the details of a subsequent tender can be shaped.",1.2,"This code has been deprecated, because it is unnecessary since contracting processes are split from planning processes (which do not have any states themselves)."
+planned,Planned,"The contracting process is scheduled, but contracting documents (for example, planning documents) are not yet available to potential suppliers.",1.2,Deprecated because the same information can be determined by comparing `tender/datePublished` (new in 1.2) to `date` (or its absence)
+active,Active,"The contracting documents (for example, procurement documents) are available to potential suppliers, and the bid submission deadline has not yet passed.",1.2,Deprecated because the same information can be determined by comparing `tender/datePublished` (new in 1.2) and `tender/tenderPeriod/endDate` to `date`.
+complete,Complete,The bid submission deadline has passed.,1.2,Deprecated because the same information can be determined by comparing `tender/tenderPeriod/endDate` to `date`
+cancelled,Cancelled,"The contracting process was cancelled by the buyer or the procuring entity (for example, because of a change in needs, insufficient funds, or technical or procedural errors) after the contracting documents (for example, procurement documents) were available to potential supppliers, but not later than the bid submission deadline.",1.2,OCDS 1.2 replaces this code with a new field for final states.
+unsuccessful,Unsuccessful,"The contracting process failed (for example, no bids were received, all bids were withdrawn by the bidders, all bids were rejected by the buyer or the procuring entity) after the contracting documents (for example, procurement documents) were available to potential suppliers, but not later than the bid submission deadline.",1.2,OCDS 1.2 replaces this code with a new field for final states.
+withdrawn,Withdrawn,No further information on the contracting process is available under this ocid.,1.2,OCDS 1.2 replaces this code with a new field for final states.

schema/dereferenced-release-schema.json

@@ -1193,7 +1193,7 @@
     },
     "planning": {
       "title": "Planning",
-      "description": "Information about, for example, needs identification, budget planning and market research. This information concerns the planning process. This information typically concerns the period before the publication of procurement documents.",
+      "description": "Information about, for example, needs identification, budget planning and market research. This information concerns the planning process. This information typically concerns the period before contracting documents (for example, procurement documents) are available to potential suppliers.",
       "type": "object",
       "properties": {
         "id": {
@@ -2379,7 +2379,7 @@
     },
     "tender": {
       "title": "Tender",
-      "description": "Information about, for example, the needed items and their estimated value, procurement method, award criteria, and various deadlines. This information concerns either the contracting process or the planning process. For a contracting process, this information typically concerns the period starting with the publication of procurement documents and ending with the bid submission deadline. For a planning process, this information typically concerns the period before the publication of procurement documents.",
+      "description": "Information about, for example, the needed items and their estimated value, procurement method, award criteria, and various deadlines. This information concerns either the contracting process or the planning process. For a contracting process, this information typically concerns the period starting with contracting documents (for example, procurement documents) being available to potential suppliers and ending with the bid submission deadline. For a planning process, this information typically concerns the period before contracting documents are available to potential suppliers.",
       "type": "object",
       "required": [
         "id"
@@ -2454,12 +2454,16 @@
             "planning",
             "planned",
             "active",
+            "complete",
             "cancelled",
             "unsuccessful",
-            "complete",
             "withdrawn",
             null
-          ]
+          ],
+          "deprecated": {
+            "description": "Deprecated because the same information can be provided by filling in the relevant date fields.",
+            "deprecatedVersion": "1.2"
+          }
         },
         "statusDetails": {
           "title": "Status details",
@@ -6464,7 +6468,11 @@
               null
             ],
             "codelist": "awardStatus.csv",
-            "openCodelist": false
+            "openCodelist": false,
+            "deprecated": {
+              "description": "Deprecated because the same information can be provided by filling in the relevant date fields.",
+              "deprecatedVersion": "1.2"
+            }
           },
           "statusDetails": {
             "title": "Status details",
@@ -9043,14 +9051,16 @@
             "enum": [
               "pending",
               "active",
-              "cancelled",
               "terminated",
-              "terminatedEarly",
-              "terminatedSuccessfully",
+              "cancelled",
               null
             ],
             "codelist": "contractStatus.csv",
-            "openCodelist": false
+            "openCodelist": false,
+            "deprecated": {
+              "description": "Deprecated because the same information can be provided by filling in the relevant date fields.",
+              "deprecatedVersion": "1.2"
+            }
           },
           "statusDetails": {
             "title": "Status details",
@@ -14407,7 +14417,7 @@
   "definitions": {
     "Planning": {
       "title": "Planning",
-      "description": "Information about, for example, needs identification, budget planning and market research. This information concerns the planning process. This information typically concerns the period before the publication of procurement documents.",
+      "description": "Information about, for example, needs identification, budget planning and market research. This information concerns the planning process. This information typically concerns the period before contracting documents (for example, procurement documents) are available to potential suppliers.",
       "type": "object",
       "properties": {
         "id": {
@@ -15593,7 +15603,7 @@
     },
     "Tender": {
       "title": "Tender",
-      "description": "Information about, for example, the needed items and their estimated value, procurement method, award criteria, and various deadlines. This information concerns either the contracting process or the planning process. For a contracting process, this information typically concerns the period starting with the publication of procurement documents and ending with the bid submission deadline. For a planning process, this information typically concerns the period before the publication of procurement documents.",
+      "description": "Information about, for example, the needed items and their estimated value, procurement method, award criteria, and various deadlines. This information concerns either the contracting process or the planning process. For a contracting process, this information typically concerns the period starting with contracting documents (for example, procurement documents) being available to potential suppliers and ending with the bid submission deadline. For a planning process, this information typically concerns the period before contracting documents are available to potential suppliers.",
       "type": "object",
       "required": [
         "id"
@@ -15668,12 +15678,16 @@
             "planning",
             "planned",
             "active",
+            "complete",
             "cancelled",
             "unsuccessful",
-            "complete",
             "withdrawn",
             null
-          ]
+          ],
+          "deprecated": {
+            "description": "Deprecated because the same information can be provided by filling in the relevant date fields.",
+            "deprecatedVersion": "1.2"
+          }
         },
         "statusDetails": {
           "title": "Status details",
@@ -19674,7 +19688,11 @@
             null
           ],
           "codelist": "awardStatus.csv",
-          "openCodelist": false
+          "openCodelist": false,
+          "deprecated": {
+            "description": "Deprecated because the same information can be provided by filling in the relevant date fields.",
+            "deprecatedVersion": "1.2"
+          }
         },
         "statusDetails": {
           "title": "Status details",
@@ -22247,14 +22265,16 @@
           "enum": [
             "pending",
             "active",
-            "cancelled",
             "terminated",
-            "terminatedEarly",
-            "terminatedSuccessfully",
+            "cancelled",
             null
           ],
           "codelist": "contractStatus.csv",
-          "openCodelist": false
+          "openCodelist": false,
+          "deprecated": {
+            "description": "Deprecated because the same information can be provided by filling in the relevant date fields.",
+            "deprecatedVersion": "1.2"
+          }
         },
         "statusDetails": {
           "title": "Status details",