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Section III mapped for F01 through F21 #15

Merged
merged 27 commits into from
Aug 30, 2019
Merged

Section III mapped for F01 through F21 #15

merged 27 commits into from
Aug 30, 2019

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ColinMaudry
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The main difficulty was with the field /LEFTI/PARTICULAR_PROFESSION that has slightly different modelling rules depending on the form. Sometimes its a boolean (F01, type="services"), sometimes it's a string (F12, type="text_ft_multi_lines").

The XML Schema doesn't help much. I'd be grateful if could have a look at it.

Didn't map for:

  • defense forms
  • T01 and T02 forms

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@jpmckinney jpmckinney left a comment

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I think you're right that the requirements extension is too structured to use here. However, should this look more like BG-702 (Selection Criteria) – at least for the suitability, economic and technical criteria?

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/LEFTI/PERFORMANCE_CONDITIONS,other_conditions,III.2.2,,Map to `tender.contractTerms.termsPerformance`
/LEFTI/PERFORMANCE_STAFF_QUALIFICATION,staff_responsible_indicate,,,""
/LEFTI/PERFORMANCE_STAFF_QUALIFICATION,staff_responsible_indicate,,,Set `tender.contractTerms.hasObligationStaffQualificationInformation` to `true`
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This is very long. eForms uses "Performing Staff Qualification".

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And it probably shouldn't be in contractTerms. I had created tender.participationConditions, would it fit better there?

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Sounds good to me!

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Done in 8450a61

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I'm not 100% sure to what this relates. The form has it under "Conditions related to the contract", so I assume it's deliberately not under "Conditions for participation". eForms puts it under "Other requirements"; there is no relevant discussion on GitHub of its semantics or model. ESPD doesn't seem to include it…

Article 19 (Economic operators) of 2014/24/EU is directly relevant, which makes it seem more like a submission term:

legal persons may be required to indicate, in the tender or the request to participate, the names and relevant professional qualifications of the staff to be responsible for the performance of the contract in question.

I've asked Jachym via email, but for now I'll move it to Submission Terms.

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To be conservative, I'll actually move it to Other Requirements for now.

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@ColinMaudry
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I think I have implemented all the changes.

* Clarify VII.1 mapping.
* Use "nearest earlier date" construction.
* Rename durationRationale to periodRationale.
* Link to "Get a translation" operation.
Field name changes:

* Fix `type` to `documentType`
* Rename `minimumLevel` to `minimum`, to be more flexible for future criteria, which might set minimum values, percentages, ratios, etc.
* Rename `participationConditions` to `otherRequirements`
  * As mentioned by Giampaollo Sellitto in eForms/eForms#296 (comment), "participation criteria" or "participation conditions" are easy to confuse with "selection criteria" from a legal perspective. This is the reason ESPD uses "other criteria" and eForms uses "other requirements".
* Rename `reservedTo` to `reservedParticipation`, mirroring `hasReservedExecution`
* Rename `termsPerformance` to `performanceTerms`, to put words in regular order
* Rename `hasPerformingStaffQualification` to `requiresStaffNamesQualifications`, for clarity
* Rename `objectiveRulesCriteria` to `reductionCriteria`, see 2014/24/EU Article 65
* Rename `hasGuaranteeRequired` to `hasRequiredGuarantees`, to put words in regular order, and to allow multiple guarantees (like in some countries) open-contracting/standard#900

Modelling changes:

* Change `selectionCriteria` to an object, with a `criteria` array as a sub-field, like with `awardCriteria`
* Remove `isReservedToProfession` and rename `reservedToProfession` to `reservedExecution`, then use `hasReservedExecution` and `reservedExecution` for both sheltered employment programmes and professions
* Move `hasRequiredGuarantees` from `otherRequirements` to `submissionTerms`, see eForms
* Move `tendererLegalForm` from `otherRequirements` to `contractTerms`, see eForms

Code changes:

* Rename 'economicFinancial' to 'economic', to be consistent with the new `documentType.csv` code
* Rename 'economicCriteriaSelection' to 'economicSelectionCriteria', to put words in regular order
* Rename 'technicalCriteriaSelection' to 'technicalSelectionCriteria', to put words in regular order
* Rename 'publicServiceMission' to 'publicServiceMissionOrganization' and 'shelteredWorkshops' to 'shelteredWorkshop', so that codes describe a singular organization type

All forms:

* Copy mappings across forms

Other changes not related to this pull request:

* Rename `maximumNumberParticipants` to `maximumParticipants`
* Rename `durationRationale` to `periodRationale`
* Fix `electronicInvoicing` to `electronicInvoicingPolicy`
* Fix `electronicCatalogue` to `electronicCataloguePolicy`
* Use "nearest earlier `date`" construction
* Fix single quotes instead of backticks for code
* Remove trailing whitespace
@jpmckinney
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Quite a few tweaks:

Field name changes:

  • Fix type to documentType
  • Rename minimumLevel to minimum, to be more flexible for future criteria, which might set minimum values, percentages, ratios, etc.
  • Rename participationConditions to otherRequirements
  • Rename reservedTo to reservedParticipation, mirroring hasReservedExecution
  • Rename termsPerformance to performanceTerms, mirroring financialTerms
  • Rename hasPerformingStaffQualification to requiresStaffNamesQualifications, for clarity
  • Rename objectiveRulesCriteria to reductionCriteria, see 2014/24/EU Article 65
  • Rename hasGuaranteeRequired to hasRequiredGuarantees, to put words in regular order, and to allow multiple guarantees (like in some countries) Tender: Guarantees from the Bidder in order to preserve the Offer standard#900

Modelling changes:

  • Change selectionCriteria to an object, with a criteria array as a sub-field, like with awardCriteria
  • Remove isReservedToProfession and rename reservedToProfession to reservedExecution, and use hasReservedExecution and reservedExecution for both sheltered employment programmes and professions
  • Move hasRequiredGuarantees from otherRequirements to submissionTerms, see eForms
  • Move tendererLegalForm from otherRequirements to contractTerms, see eForms

Code changes:

  • Rename 'economicFinancial' to 'economic', to be consistent with the new documentType.csv code
  • Rename 'economicCriteriaSelection' to 'economicSelectionCriteria', to put words in regular order
  • Rename 'technicalCriteriaSelection' to 'technicalSelectionCriteria', to put words in regular order
  • Rename 'publicServiceMission' to 'publicServiceMissionOrganization' and 'shelteredWorkshops' to 'shelteredWorkshop', so that codes describe a singular organization type

All forms:

  • Copy mappings across forms

Other changes not related to this pull request:

  • Rename maximumNumberParticipants to maximumParticipants
  • Rename durationRationale to periodRationale
  • Fix electronicInvoicing to electronicInvoicingPolicy
  • Fix electronicCatalogue to electronicCataloguePolicy
  • Use "nearest earlier date" construction
  • Fix single quotes instead of backticks for code
  • Remove trailing whitespace

@jpmckinney jpmckinney merged commit 502fda7 into master Aug 30, 2019
@jpmckinney jpmckinney deleted the sectionIII branch August 30, 2019 23:10
@ColinMaudry
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ColinMaudry commented Sep 2, 2019

Wow, you had a lot of editing to do on top of my work. Thanks!

I'll try to pay more attention to eForms structure and wording.

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2 participants