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remove mention of building blocks and blocks from documentation #1660
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Original file line number | Diff line number | Diff line change | ||||
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# Extensions | ||||||
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OCDS provides a common core of [sections](../../schema/reference.md#release-structure) and [building blocks](../../schema/reference.md#building-block-reference) for describing contracting (or planning) processes. | ||||||
OCDS provides a common core of [sections](../../schema/reference.md#release-structure) and [subschemas](../../schema/reference.md#subschema-reference) for describing contracting (or planning) processes. | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Per open-contracting/standard-development-handbook#285 (comment)
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Many publishers will have additional data that they could publish. Instead of ignoring this data and leaving it unpublished, OCDS encourages publishers to collaborate on the creation of **extensions** to the standard. | ||||||
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@@ -8,28 +8,25 @@ Milestones can be included within the planning, tender, contract and contract im | |||||
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## Planning | ||||||
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The planning milestones block is used for two types of milestones: | ||||||
Planning milestones describe: | ||||||
* Key events in the planning process, for example, the preparation of an environmental impact assessment, the approval to proceed with a project, or the date of a public consultation. | ||||||
* Anticipated milestones during the contract implementation stage, for example, the date by which goods delivery of the goods is required. | ||||||
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If during the planning process you have information about tender process milestones, then you | ||||||
populate the tender milestones block instead. | ||||||
If during the planning process you have information about tender process milestones, then you ought to publish it as a tender milestone. | ||||||
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## Tender | ||||||
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The tender milestones block is used to describe two types of milestone: | ||||||
* Key dates in the tender and award stages which are not covered by other fields, for example, the date by which the buyer or procuring entity will respond to enquiries. | ||||||
Tender milestones describe: | ||||||
* Key dates in the tender and award stages which are not covered by other fields, for example, the date by which procuring entity will respond to enquiries. | ||||||
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* Anticipated milestones during the contract implementation stage, for example, the date by which goods need to be delivered. | ||||||
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## Contract | ||||||
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The contract milestones block is used to describe: | ||||||
* Events related to the signing of the contract, for example, the date of commercial close in a PPP contract. | ||||||
Contract milestones describe events related to the signing of the contract, for example, the date of commercial close in a PPP contract. | ||||||
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## Contract Implementation | ||||||
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The contract implementation milestones block is used to describe: | ||||||
* Any events related to the delivery of the contract, for example, the agreed date by which goods will be delivered. | ||||||
Contract implementation milestones describe events related to the delivery of the contract, for example, the agreed date by which goods will be delivered. | ||||||
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The nature of the milestone is indicated by the [milestone type codelist](../../schema/codelists.md#milestone-type), for example, to distinguish between milestones that relate to bid submission and others that relate to contract implementation. | ||||||
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* The natural person is a tenderer or supplier; and | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I can't comment on line 9 but 'section' should be updated to 'array'. There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Same on line 30. |
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* The laws in your jurisdiction permit the publication of such details | ||||||
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Subject to the above, you can disclose identifiers for natural persons using the `Identifier` building block. | ||||||
Subject to the above, you can disclose identifiers for natural persons using the `identifier` field. | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Always use 'object' when referring to an object. Add parent to path to reduce ambiguity.
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There are two components to an identifier in OCDS: | ||||||
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There is more than one approach to model organizational units in OCDS: | ||||||
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1. **Use the fields and blocks available in the Organization building block**. This is the preferred approach, when possible. | ||||||
1. **Use the fields available in the Organization subschema**. This is the preferred approach, when possible. | ||||||
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* Unit names can be included in the `name` field alongside the organization name. | ||||||
* The `additionalIdentifiers` array can be used to provide any unit identifiers. It is important to note that `identifier` and `additionalIdentifiers` need to point toward the *same legal entity*. The main `identifier` ought to belong to the organization and the `legalName` field can be used to provide the organization name alone. | ||||||
* The `address` and `contactPoint` blocks can be filled with the unit information. | ||||||
* The `address` and `contactPoint` objects can be filled with the unit information. | ||||||
* Unit identifiers can also be appended to `parties/id`. | ||||||
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2. When the first option is not enough to model the publisher's case, **use or create an extension**. Any additional fields can be placed in the `details` section of the Organization building block. | ||||||
2. When the first option is not enough to model the publisher's case, **use or create an extension**. Any additional fields can be placed under the `details` field of the `Organization` subschema. | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Use "object" when referring to an object, always.
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Some publishers use the [memberOf](https://github.com/open-contracting-extensions/ocds_memberOf_extension) extension to represent organization hierarchies, including organizational units. This is strongly discouraged unless there is a clear use case to support it, because OCDS is not designed to disclose hierarchical organization information. Ideally, organizational hierarchies would be represented in separate, non-OCDS datasets, and organizational units would be modelled using one of the alternatives described above. | ||||||
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## Worked examples | ||||||
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### 1. Using the Organization building block | ||||||
### 1. Using the Organization subschema | ||||||
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In Honduras, the Ministry of Health is planning the procurement of food supplies for the San Felipe Hospital. For the purposes of the example, San Felipe Hospital is considered to be a unit belonging to the Ministry of Health, and it is not a legal entity of its own. | ||||||
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### 2. Defining a new Extension | ||||||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Align with the language used in the introduction.
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In Moldova, the national procurement agency needs to include a division code for particular organizations. Since divisions can be separate legal entities in some cases, the publisher chooses to use the `identifier` block to point to the main organization for all cases, and use an additional field to provide the division code that enables data users to locate the departments and branches involved. | ||||||
In Moldova, the national procurement agency needs to include a division code for particular organizations. Since divisions can be separate legal entities in some cases, the publisher chooses to use the `identifier` object to point to the main organization for all cases, and use an additional field to provide the division code that enables data users to locate the departments and branches involved. | ||||||
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In the release below, a branch of the Bank of Moldova announces a contract opportunity for the provision of consumables for electrical appliances. | ||||||
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The `extension.json` and `release-schema.json` files for the Division code extension can be displayed using the combo box above the JSON example. Instructions on how to create an OCDS extension can be found [here](https://github.com/open-contracting/standard_extension_template). | ||||||
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### 3. Using the Organization building block with an organizational hierarchy | ||||||
### 3. Using the Organization subschema with an organizational hierarchy | ||||||
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The *Hospital de Clínicas* is planning to procure supplies for their Blood Center. The Hospital is part of the Medical School in the National University of Asuncion. Since the hospital is key in the provision of healthcare for low income groups in the community, it is in the interest of many to clearly identify the procurement of the Hospital only. It is also important for the publisher that users can group the data following organizational hierarchies. | ||||||
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I don't think the mention of subschema here really adds anything so we can avoid it altogether.