README.md: add guidance on expressions of interest

[odscjen]

closes open-contracting/ocds-extensions#41

[duncandewhurst]

I think that we should pause this PR until the points discussed in open-contracting/ocds-extensions#41 are settled (whether to add a discriminator field, whether to rename Bid to Response etc.) as that will likely impact the content of the documentation and examples.

[jpmckinney]

I think that we should pause this PR until the points discussed in open-contracting/ocds-extensions#41 are settled

I'll follow up - thanks for the reminder.

[jpmckinney]

whether to add a discriminator field, whether to rename Bid to Response etc.

Let's add a discriminator field and do the renaming, but we can discuss details in open-contracting/ocds-extensions#41

[jpmckinney]

Need to also modify the title and description of the Bid definition.

It would be difficult to modify its machine-name to Submission, as other extensions modify the Bid definition (requirements, subcontracting).

Edit:

Schema

Need to add "expression of interest" wording to bids (reword as "Information about ..." and copy the wording of the extension metadata), Bids (and fields), Bid fields, etc. Can maybe consider "submission" to reduce wordiness. Please address style guide issues like "An array of" while making edits.

bidStatus

Need to probably also modify bidStatus to use "bid or expression of interest". Noting that "evaluated" can be used both in the context of qualification criteria and award criteria, e.g. from UNCITRAL:

The procuring entity shall evaluate the qualifications of suppliers or con- tractors in accordance with the qualification criteria and procedures set out in the pre-qualification or pre-selection documents

That said, we probably need to remove "in order to be evaluated" as that's being used to mean "against award criteria" which isn't the case for EOIs.

We can also update "requirements" to "criteria".

statistic

For consistency, in statistic.csv, we should change requests to participate to expressions of interest. We can leave the requests code as-is as it has been present since the first version.

Change the Category for requests to expressionsOfInterest

[odscjen]

@jpmckinney Re. statistic should we also add new codes to disclose the results of the evaluation of the EOIs? So:

• 'validExpressionsOfInterest'
• 'disqualifiedExpressionsOfInterest'

[jpmckinney]

disclose the results of the evaluation of the EOIs

If we didn’t need such codes for eForms, then I think no jurisdiction tracks such statistics.

[jpmckinney]

I made some other changes. Ready to merge.