guidance.yaml: sdk1.12 updates BT-809, BT-806, BT-821

output/mapping/eforms/guidance.yaml

@@ -7163,7 +7163,7 @@
         BG-700: Exclusion Grounds and Selection Criteria
         BG-702: Selection Criteria
     eForms guidance: |-
-        If `cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, this field is maps to the same `SelectionCriterion` objects as created for BT-747, BT-749, BT-750, BT-752, BT-7531 and BT-7532.
+        If `cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, this field is maps to the same `SelectionCriterion` objects as created for BT-750, BT-752, BT-7531, BT-7532 and BT-809-Lot.
 
         - [Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot).
         - For each `efac:SelectionCriteria`, add or update a corresponding `SelectionCriterion` object in the lot's `.selectionCriteria.criteria`.
@@ -10336,8 +10336,8 @@
     TED guidance:
     - Add to the `tender.otherRequirements.qualificationSystemConditions` array
     eForms guidance: Add an `ExclusionCriterion` object to the `tender.exclusionGrounds.criteria` array and map to its `.type`. Look up the code's description in the [codelist](https://docs.ted.europa.eu/eforms/latest/reference/code-lists/exclusion-ground.html#_codes) and map to the `ExclusionCriterion` object's `.description`.
-    eForms example: <cac:SpecificTendererRequirement><cbc:TendererRequirementTypeCode listName="exclusion-ground">crime-org</cbc:TendererRequirementTypeCode></cac:SpecificTendererRequirement>
-    OCDS example: '{"tender":{"exclusionGrounds":{"criteria":[{"type":"crime-org","description":"Participation in a criminal organisation"}]}}}'
+    eForms example: <cac:TendererQualificationRequest><cac:SpecificTendererRequirement><cbc:TendererRequirementTypeCode listName="exclusion-ground">exg-crim-part</cbc:TendererRequirementTypeCode></cac:SpecificTendererRequirement></cac:TendererQualificationRequest>
+    OCDS example: '{"tender":{"exclusionGrounds":{"criteria":[{"type":"exg-crim-part","description":"Participation in a criminal organisation"}]}}}'
     sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#exclusionGrounds
 -   id: BT-67(b)-Procedure
     parentNodeId: ND-ExclusionGrounds
@@ -10354,7 +10354,7 @@
         This field maps to the same `ExclusionCriteria` objects as created for BT-67(a)-Procedure.
 
         Concatenate to the `ExclusionCriteria` object's `.description` using a colon and a space (": ") as a separator.
-    eForms example: <cac:SpecificTendererRequirement><cbc:Description languageID="ENG">Applicants not satisfying ...</cbc:Description></cac:SpecificTendererRequirement>
+    eForms example: <cac:TendererQualificationRequest><cac:SpecificTendererRequirement><cbc:Description languageID="ENG">Applicants not satisfying ...</cbc:Description></cac:SpecificTendererRequirement></cac:TendererQualificationRequest>
     OCDS example: '{"tender":{"exclusionGrounds":{"criteria":[{"description":"Participation in a criminal organisation: Applicants not satisfying..."}]}}}'
     sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#exclusionGrounds
 -   id: BT-681-Lot
@@ -10369,9 +10369,9 @@
     Business groups:
         BG-705: Other Requirements
     eForms guidance: ''
-    eForms example: ''
+    eForms example: <cac:ProcurementProjectLot><cbc:ID schemeName="Lot">LOT-0001</cbc:ID><cac:TenderingTerms><cac:ContractExecutionRequirement><cbc:ExecutionRequirementCode listName="fsr">true</cbc:ExecutionRequirementCode></cac:ContractExecutionRequirement></cac:TenderingTerms></cac:ProcurementProjectLot>
     OCDS example: ''
-    sdk: ''
+    sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#foreignSubsidiesRegulationSection
 -   id: BT-682-Tender
     parentNodeId: ND-LotTender
     name: Foreign Subsidies Measures
@@ -10386,9 +10386,9 @@
         BG-7: Notice Result
         BG-320: Tender
     eForms guidance: ''
-    eForms example: ''
+    eForms example: <efac:LotResult><cbc:ID schemeName="result">RES-0002</cbc:ID><efac:LotTender><efbc:ForeignSubsidiesMeasuresCode listName="foreign-subsidy-measure-conclusion">fsr-adm-clos</efbc:ForeignSubsidiesMeasuresCode></efac:LotTender></efac:LotResult>    
     OCDS example: ''
-    sdk: ''
+    sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#foreignSubsidiesRegulationSection
 -   id: BT-70-Lot
     parentNodeId: ND-ExecutionRequirements
     name: Terms Performance
@@ -11596,11 +11596,11 @@
     - Get the `SelectionCriterion` object whose `.type` is 'economic'; if none exists, add a `SelectionCriterion` object to the `tender.selectionCriteria.criteria` array, and set its `.type` to 'economic'. Then, map to its `.minimum`.
     - Get the `SelectionCriterion` object whose `.type` is 'technical'. If none exists, add a `SelectionCriterion` object to the `tender.selectionCriteria.criteria` array, and set its `.type` to 'technical'. Then, map to its `.minimum`.
     eForms guidance: |-
-        If `cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-747-Lot, BT-749-Lot, BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber, BT-7531-Lot and BT-7532-Lot.
+        If `cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber, BT-7531-Lot, BT-7532-Lot and BT-809-Lot.
 
         - [Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot).
         - For each `efac:SelectionCriteria`, add or update a corresponding `SelectionCriterion` object in the lot's `.selectionCriteria.criteria`.
-        - Map to the criterion's `.description`. Concatenate it with [BT-749-Lot Selection Criteria Name](#BT-749-Lot).
+        - Map to the criterion's `.description`.
     eForms example: <cac:ProcurementProjectLot><cbc:ID schemeName="Lot">LOT-0001</cbc:ID><cac:TenderingTerms><ext:UBLExtensions><ext:UBLExtension><ext:ExtensionContent><efext:EformsExtension><efac:SelectionCriteria><cbc:Description languageID="ENG">Turnover over contract value rate</cbc:Description></efac:SelectionCriteria></efext:EformsExtension></ext:ExtensionContent></ext:UBLExtension></ext:UBLExtensions></cac:TenderingTerms></cac:ProcurementProjectLot>
     OCDS example: '{"tender":{"lots":[{"id":"LOT-0001","selectionCriteria":{"criteria":[{"description":"Turnover over contract value rate"}]}}]}}'
     sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#selectionCriteriaSection
@@ -11637,7 +11637,7 @@
         BG-702: Selection Criteria
         BG-72: Selection Criteria Second Stage Invite Number
     eForms guidance: |-
-        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-747-Lot, BT-749-Lot, BT-750-Lot, BT-7531-Lot and BT-7532-Lot, and the same `SelectionCriterionNumber` objects as created for BT-7532-Lot.
+        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-750-Lot, BT-7531-Lot, BT-7532-Lot and BT-809-Lot, and the same `SelectionCriterionNumber` objects as created for BT-7532-Lot.
 
         - [Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot).
         - For each `efac:SelectionCriteria`, add or update a corresponding `SelectionCriterion` object in the lot's `.selectionCriteria.criteria`.
@@ -11658,7 +11658,7 @@
         BG-702: Selection Criteria
         BG-72: Selection Criteria Second Stage Invite Number
     eForms guidance: |-
-        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-747-Lot, BT-749-Lot, BT-750-Lot, BT-7531-Lot and BT-7532-Lot, and the same `SelectionCriterionNumber` objects as created for BT-7531-Lot.
+        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-750-Lot, BT-7531-Lot, BT-7532-Lot and BT-809-Lot, and the same `SelectionCriterionNumber` objects as created for BT-7531-Lot.
 
         - [Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot).
         - For each `efac:SelectionCriteria`, add or update a corresponding `SelectionCriterion` object in the lot's `.selectionCriteria.criteria`.
@@ -11681,7 +11681,7 @@
         BG-702: Selection Criteria
         BG-72: Selection Criteria Second Stage Invite Number
     eForms guidance: |-
-        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-747-Lot, BT-749-Lot, BT-750-Lot, BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber and BT-7532-Lot, and the same `SelectionCriterionNumber` objects as created for BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber and BT-7532-Lot.
+        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-750-Lot, BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber, BT-7532-Lot and BT-809-Lot, and the same `SelectionCriterionNumber` objects as created for BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber and BT-7532-Lot.
 
         - [Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot).
         - For each `efac:SelectionCriteria`, add or update a corresponding `SelectionCriterion` object in the lot's `.selectionCriteria.criteria`.
@@ -11705,7 +11705,7 @@
         BG-702: Selection Criteria
         BG-72: Selection Criteria Second Stage Invite Number
     eForms guidance: |-
-        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-747-Lot, BT-749-Lot, BT-750-Lot, BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber and BT-7531-Lot, and the same `SelectionCriterionNumber` objects as created for BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber and BT-7531-Lot.
+        If `ancestor::efac:SelectionCriteria/cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40-Lot, BT-750-Lot, BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber, BT-7531-Lot and BT-809-Lot, and the same `SelectionCriterionNumber` objects as created for BT-752-Lot-ThresholdNumber, BT-752-Lot-WeightNumber and BT-7531-Lot.
 
         - [Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot).
         - For each `efac:SelectionCriteria`, add or update a corresponding `SelectionCriterion` object in the lot's `.selectionCriteria.criteria`.
@@ -12165,7 +12165,7 @@
     Description: Description of the tenderer-related information that can be supplemented even after the submission deadline.
     Business groups:
         BG-102: Submission Terms
-    eForms guidance: '[Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot) and map to its `.submissionMethodDetails`. Append if other information is already mapped to this field.'
+    eForms guidance: '[Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot) and map to its `.submissionMethodDetails`.'
     eForms example: <cac:ProcurementProjectLot><cbc:ID schemeName="Lot">LOT-0001</cbc:ID><cac:TenderingTerms><cac:TendererQualificationRequest><cac:SpecificTendererRequirement><cbc:Description languageID="ENG">Economic operators who ...</cbc:Description></cac:SpecificTendererRequirement></cac:TendererQualificationRequest></cac:TenderingTerms></cac:ProcurementProjectLot>
     OCDS example: '{"tender":{"lots":[{"id":"LOT-0001","submissionMethodDetails":"Economic operators who ..."}]}}'
     sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#tendererReqsSection
@@ -12422,10 +12422,10 @@
     Description: Where the exclusions grounds are defined, for example, the procurement documents or in ESPD.
     Business groups:
         BG-700: Exclusion Grounds and Selection Criteria
-    eForms guidance: ''
-    eForms example: ''
-    OCDS example: ''
-    sdk: ''
+    eForms guidance: 'Map to the `tender.exclusionGrounds.sources` array.'
+    eForms example: <cac:TendererQualificationRequest><cac:SpecificTendererRequirement><cbc:TendererRequirementTypeCode listName="exclusion-grounds-source">epo-procurement-document</cbc:TendererRequirementTypeCode></cac:SpecificTendererRequirement></cac:TendererQualificationRequest>
+    OCDS example: '{"tender":{"exclusionGrounds":{"criteria":[{"sources":["epo-procurement-document"]}]}}}'
+    sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#exclusionGrounds
 -   id: BT-809-Lot
     parentNodeId: ND-SelectionCriteria
     name: Selection Criteria
@@ -12439,10 +12439,16 @@
     Business groups:
         BG-700: Exclusion Grounds and Selection Criteria
         BG-702: Selection Criteria
-    eForms guidance: ''
-    eForms example: ''
-    OCDS example: ''
-    sdk: ''
+    eForms guidance: |-
+        If `cbc:CalculationExpressionCode[@listName="usage"]` is not set to "used", discard. Otherwise, these values are mapped to the same `SelectionCriterion` objects as created for BT-40, BT-750, BT-752, BT-7531 and BT-7532.
+
+        - [Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot).
+        - For each `<efac:SelectionCriteria>`, add or update a corresponding `SelectionCriterion` object in the lot's `.selectionCriteria.criteria`.
+        - Identify the equivalent code in the [selection criterion mapping table](codelists/selection-criterion), and set it as the criterion's `.type`.
+        - Map the value to the criterion's `.subType`.
+    eForms example: <cac:ProcurementProjectLot><cbc:ID schemeName="Lot">LOT-0001</cbc:ID><cac:TenderingTerms><ext:UBLExtensions><ext:UBLExtension><ext:ExtensionContent><efext:EformsExtension><efac:SelectionCriteria><cbc:TendererRequirementTypeCode listName="selection-criterion">slc-suit-reg-prof</cbc:TendererRequirementTypeCode></efac:SelectionCriteria></efext:EformsExtension></ext:ExtensionContent></ext:UBLExtension></ext:UBLExtensions></cac:TenderingTerms></cac:ProcurementProjectLot>
+    OCDS example: '{"tender":{"lots":[{"id":"LOT-0001","selectionCriteria":{"criteria":[{"type":"suitability","subType":"slc-suit-reg-prof"}]}}]}}'
+    sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#selectionCriteriaSection
 -   id: BT-821-Lot
     parentNodeId: ND-SelectionCriteriaSource
     name: Selection Criteria Source
@@ -12455,10 +12461,10 @@
     Description: Where the selection criteria are defined, for example, the procurement documents or in ESPD.
     Business groups:
         BG-700: Exclusion Grounds and Selection Criteria
-    eForms guidance: ''
-    eForms example: ''
-    OCDS example: ''
-    sdk: ''
+    eForms guidance: '[Get the lot for the ProcurementProjectLot](operations.md#get-the-lot-for-a-procurementprojectlot) and map to its `.selectionCriteria.sources` array.'
+    eForms example: <cac:ProcurementProjectLot><cbc:ID schemeName="Lot">LOT-0001</cbc:ID><cac:TenderingTerms><cac:TendererQualificationRequest><cac:SpecificTendererRequirement><cbc:TendererRequirementTypeCode listName="selection-criteria-source">epo-procurement-document</cbc:TendererRequirementTypeCode></cac:SpecificTendererRequirement></cac:TendererQualificationRequest></cac:TenderingTerms></cac:ProcurementProjectLot>
+    OCDS example: '{"tender":{"lots":[{"id":"LOT-0001","selectionCriteria":{"sources":["epo-procurement-document"]}}]}}'
+    sdk: https://docs.ted.europa.eu/eforms/latest/schema/procedure-lot-part-information.html#selectionCriteriaSection
 -   id: BT-88-Procedure
     parentNodeId: ND-ProcedureTenderingProcess
     name: Procedure Features

output/mapping/eforms/mapping-tables/selection-criterion.csv

@@ -1,5 +1,37 @@
 eForms code,eForms label,OCDS code,OCDS label
-ef-stand,Economic and financial standing,economic,Economic
-other,Other,other,Other
-sui-act,Suitability to pursue the professional activity,suitability,Suitability
-tp-abil,Technical and professional ability,technical,Technical
+slc-abil,Technical and professional ability,technical,Technical
+slc-abil-facil-res,"Study, technical and research facilities",technical,Technical
+slc-abil-facil-tools,"Tools, plant, or technical equipment",technical,Technical
+slc-abil-mgmt-env,Environmental management measures,technical,Technical
+slc-abil-mgmt-qual,Measures for ensuring quality,technical,Technical
+slc-abil-mgmt-supply,Supply chain management,technical,Technical
+slc-abil-qual-inst,Certificates by quality control institutes,technical,Technical
+slc-abil-qual-smp-w-autent,"Samples, descriptions, or photographs with certification of authenticity for supply contracts",technical,Technical
+slc-abil-qual-smp-wo-autent,"Samples, descriptions, or photographs without certification of authenticity",technical,Technical
+slc-abil-ref-services,References on specified services,technical,Technical
+slc-abil-ref-work,References on specified works,technical,Technical
+slc-abil-staff-qual,Relevant educationsl and professional qualifications,technical,Technical
+slc-abil-staff-tech-ctrl,Technicians or technical bodies for quality control,technical,Technical
+slc-abil-staff-tech-work,Technicians or technical bodies to carry out the work,technical,Technical
+slc-abil-staff-yrly-avg-mp,Average yearly manpower,technical,Technical
+slc-abil-staff-yrly-no-mgmt,Number of managerial staff,technical,Technical
+slc-abil-subc,Subcontracting proportion,technical,Technical
+slc-sche,Quality assurance schemes and environmental management standards,other,Other
+slc-sche-env-cert-indep,Certificates by independent bodies about environmental management systems or standards,other,Other
+slc-sche-qu-cert-indep,Certificates by independent bodies about quality assurance standards,other,Other
+slc-sec,"Ability to secure information, processes, and deliveries",other,Other
+slc-sec-inf,Security of information,other,Other
+slc-sec-proc,"Security to process, store and transmit classified information",other,Other
+slc-sec-supply,Security of supply,other,Other
+slc-stand,Economic and financial standing,economic,Economic
+slc-stand-ins,Professional risk indemnity insurance,economic,Economic
+slc-stand-other,Other economic or financial requirements,economic,Economic
+slc-stand-ration,Financial ratio,economic,Economic
+slc-stand-to-avg,Average yearly turnover,economic,Economic
+slc-stand-to-gen,General yearly turnover,economic,Economic
+slc-stand-to-spec,Specific yearly turnover,economic,Economic
+slc-stand-to-spec-avg,Specific average yearly turnover,economic,Economic
+slc-suit,Suitability,suitability,Suitability
+slc-suit-auth-mbrshp,Authorisation or membership of a particular organisation needed for service contracts,suitability,Suitability
+slc-suit-ref-prof,Enrolment in a relevant professional register,suitability,Suitability
+slc-suit-reg-trade,Enrolment in a trade register,suitability,Suitability