Participation fees

This extension adds a participation fees array to the tender object, to disclose any participation fees for the contracting process.

There are sometimes costs involved in accessing bidding documents relating to a contracting process, or in otherwise participating in a contracting process. Potential bidders want to know about such fees. Procurement monitors might also want to ensure that participation fees are within legal parameters (often set as a fixed maximum value, or as a percentage of the total contract value) or to monitor how participation fees are being used.

Guidance

The id field will be required in future versions of the extension.

In some cases, a fee is levied for official copies of procurement documents, with unofficial copies being freely available. Bidders might be required to prove that they have paid for official copies as part of their submission. In such cases, the fee should use the 'submission' code in the type field, rather than the 'document' code.

Examples

A contracting process where fees are applied to access bidding documents and to submit bids:

{
  "tender": {
    "participationFees": [
      {
        "id": "1",
        "type": [
          "document"
        ],
        "value": {
          "currency": "GBP",
          "amount": 8.0
        },
        "description": "Fee payable for both soft and hard copies of documents.",
        "methodOfPayment": [
          "wireTransfer",
          "cheque"
        ],
        "payee": {
          "id": "ORG-0001",
          "name": "Highway Division"
        },
        "paymentAddress": {
          "locality": "Jawali",
          "region": "Himachal Pradesh",
          "countryName": "India"
        }
      },
      {
        "id": "2",
        "type": [
          "submission"
        ],
        "value": {
          "currency": "GBP",
          "amount": 10.0
        },
        "description": "Fee payable within e-procurement system.",
        "methodOfPayment": [
          "wireTransfer"
        ],
        "payee": {
          "id": "ORG-0001",
          "name": "Highway Division"
        }
      }
    ]
  }
}

A participation fee of 5% of the award value, payable by the winning bidder:

{
  "tender": {
    "participationFees": [
      {
        "id": "1",
        "type": [
          "win"
        ],
        "relativeValue": {
          "proportion": 0.05,
          "monetaryValue": "award"
        },
        "description": "Fee payable on acceptance of award.",
        "methodOfPayment": [
          "wireTransfer",
          "cheque"
        ]
      }
    ]
  }
}

Issues

Report issues for this extension in the ocds-extensions repository, putting the extension's name in the issue's title.

Changelog

Unreleased

• Make ParticipationFee.id required so that participation fees are merged by identifier
• Add fields:
  • relativeValue
  • payee
  • paymentAddress

v1.1.5

• Add id field to example in readme
• Fix description of ParticipationFee.type field
• Merge and reconcile field and code descriptions with schema and codelist
• Remove indication of fields as "optional"
• Add methodOfPayment codelist from paymentMethod extension
• Remove type information from field descriptions
• Review normative and non-normative words

v1.1.4

• Update mergeStrategy property to wholeListMerge property
• Update extension.json for Extension Explorer

v1.1.3

• Disallow ParticipationFee.type from having null in its array of strings
• Allow ParticipationFee.description to be null
• Add ParticipationFee.id field
• Add description to ParticipationFee
• Add title and description to ParticipationFee.value
• Add participationFeeType.csv codelist for ParticipationFee.type
• Add tests and tidy code