Multiple buyers #352

duncandewhurst · 2016-07-20T11:49:44Z

At present the buyer property of a release is a single object rather than an array of objects.

This means each contracting process has a single buyer associated with it.

Some publishers run single contracting processes with multiple buyers. This gives rise the following scenarios:

Scenario 1
The budget for the process may be split between multiple buyers.

Scenario 2
The process may result in multiple contracts with each contract signed by a different buyer

Scenario 3
The process may result in an single contract with individual line items for each buyer

Converting buyer into an array would be a fundamental change to the standard which would not be backward compatible.

A possible solution is to use buyer to capture the primary buyer (i.e. the buyer managing the process) and to extend the top level release with an additionalBuyers array of organizations to capture the other buyers.

The scenarios above could then be addressed as follows:

Scenario 1

Use budget/amount to capture the aggregate budget across all buyers
Extend planning with an additionalBudgets array of budgets.
Extend budget with an additional property buyerID to capture the buyer the budget relates to.

Scenario 2
Extend contract with an additional property buyerID to capture the buyer the contract relates to.

Scenario 3
Extend item with an additional property buyerID to capture the buyer the item relates to.

gabelula · 2016-07-20T12:30:11Z

I really like this approach! I will talk with CDMX about it. Thanks

duncandewhurst · 2016-07-21T14:48:09Z

@timgdavies are you happy with this approach?

AlCollier · 2016-07-21T17:24:57Z

Worth thinking about the different types of 'buyer'? If it's a framework, for example, there may be buyers who are entitled to use the framework but not committed to doing so.

-----Original Message-----
From: "Duncan Dewhurst" [email protected]
Sent: ‎21/‎07/‎2016 15:48
To: "open-contracting/standard" [email protected]
Subject: Re: [open-contracting/standard] Multiple buyers (#352)

@timgdavies are you happy with this approach?
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timgdavies · 2016-07-21T18:20:27Z

@duncandewhurst Could you mock up an example of this to look at - as that would help give it another check-over. It would be useful to think about how this would flatten out as well.

gabelula · 2016-07-22T02:48:16Z

This could be an example. This one specific is only one award and different contracts for the same award. One contract per buyer. I'm not sure how we add the organizations if we add aditionalBudgets. It makes sense that the additionalbudgets elements have the same structure as budget.

{
  "uri": "http://innovacion.finanzas.df.gob.mx/OCDS/OCDS-87SD3T-SEFIN/AD/SF/DRM/001/2015.json",
  "publishedDate": "2015-11-04T00:00:00.-06:00",
  "publisher": {
    "scheme": "http://innovacion.finanzas.df.gob.mx/ocds/ArchivoJSONDep/Dependencias.json",
    "name": "CDMX-SEFIN",
    "uri": "http://www.finanzas.df.gob.mx/",
    "uid": "901"
  },
  "releases": [
    {
      "ocid": "OCDS-87SD3T-SEFIN/AD/SF/DRM/001/2015",
      "id": "1",
      "date": "2015-11-04T00:00:00.-06:00",
      "tag": [
          "tender"
      ],
      "initiationType": "tender",
      "planning": {
          "budget": {
              "amount": {
                  "amount": 429000,
                  "currency": "MXN"
              },
              "project": "AUTORIZACIÓN PRESUPUESTAL SPP/454/2015",
              "buyerid": 1
          },
          "additionalBudgets": [
            {
                "amount": {
                    "amount": 429000,
                    "currency": "MXN"
                },
                "project": "AUTORIZACIÓN PRESUPUESTAL SPP/454/2015",
                "buyerid": 2
            },
            {
                "amount": {
                    "amount": 429000,
                    "currency": "MXN"
                },
                "project": "AUTORIZACIÓN PRESUPUESTAL SPP/454/2015",
                "buyerid": 3
            }
          ],
          "documents": []
      },
      "buyer": {
          "identifier": {
              "id": "0901",
              "uri": "http://10.1.65.188/achavez/OCDS/ArchivoJSONDep/Dependencias.json"
          },
          "name": "SECRETARÍA DE FINANZAS",
          "address": {
              "streetAddress": "DR. LAVISTA",
              "locality": "MÉXICO D. F.",
              "region": "DF",
              "postalCode": "06720",
              "countryName": "MX"
          },
          "contactPoint": {
              "name": "MIGUEL ÁNGEL VIDAL FRANCO",
              "email": "[email protected]",
              "telephone": "51342500",
              "faxNumber": "51342500",
              "url": "WWW.FINANZAS.DF.GOB.MX"
          }
      },
      "tender": {
          "id": "OCDS-87SD3T-SEFIN/AD/SF/DRM/001/2015",
          "title": "MANTENIMIENTO EXTINTORES",
          "description": "MANTO RECARGA EXTINTORES INMUEBLES DE SEFIN",
          "status": "complete",
          "items": [
              {
                  "id": "1",
                  "description": "MANTENIMIENTO Y RECARGA EXTINTORES",
                  "quantity": 1,
                  "unit": {
                      "name": "SER"
                  }
              }
          ],
          "value": {
              "amount": 429000,
              "currency": "MXN"
          },
          "procurementMethod": "limited",
          "awardCriteria": "bestValueToGovernment",
          "submissionMethod": [
              "written"
          ],
          "tenderPeriod": {
              "startDate": "2015-11-04T00:00:00.-06:00",
              "endDate": "2015-11-09T00:00:00.-06:00"
          },
          "enquiryPeriod": {
              "startDate": "2015-11-04T00:00:00.-06:00",
              "endDate": "2015-11-09T00:00:00.-06:00"
          },
          "hasEnquiries": true,
          "eligibilityCriteria": " Servicio,Condiciones,Precio,Otro&ANEXO TECNICO",
          "awardPeriod": {
              "startDate": "2015-11-09T00:00:00.-06:00",
              "endDate": "2015-11-17T00:00:00.-06:00"
          },
          "numberOfTenderers": 3,
          "tenderers": [
              {
                  "identifier": {
                      "id": "DCO990909GBA",
                      "uri": "http://10.1.65.188/achavez/OCDS/ArchivoJSONProv/Proveedores.json"
                  },
                  "name": "DESARROLLO COMERCIAL ORION,",
                  "address": {
                      "streetAddress": "HERIBERTO FRIAS",
                      "locality": "BENITO JUAREZ",
                      "region": "DF",
                      "postalCode": "03100",
                      "countryName": "MX"
                  },
                  "contactPoint": {
                      "name": "ROGELIO IZKANDER CASABAL PEREZ",
                      "email": "No Capturado",
                      "telephone": "91830540",
                      "faxNumber": "91830540",
                      "url": "No Capturado"
                  }
              },
              {
                  "identifier": {
                      "id": "MEM8704099U1",
                      "uri": "http://10.1.65.188/achavez/OCDS/ArchivoJSONProv/Proveedores.json"
                  },
                  "name": "MARK EXTINGUISHER DE MEXICO,",
                  "address": {
                      "streetAddress": "OTUMBA",
                      "locality": "TLALNEPANTLA EDO. DE MEXICO",
                      "region": "MEX",
                      "postalCode": "54070",
                      "countryName": "MX"
                  },
                  "contactPoint": {
                      "name": "ARTURO ORTEGA PORCAYO",
                      "email": "No Capturado",
                      "telephone": "53611536",
                      "faxNumber": "53611536",
                      "url": "WWW.MAKSEGURIDAD.COM"
                  }
              },
              {
                  "identifier": {
                      "id": "SIC0306206M8",
                      "uri": "http://10.1.65.188/achavez/OCDS/ArchivoJSONProv/Proveedores.json"
                  },
                  "name": "SERVICIOS INTEGRALES CONTRA INCENDI",
                  "address": {
                      "streetAddress": "PROF MIGUEL LERDO DE TEJADA",
                      "locality": "SAN MATEO; AZCAPOTZALCO",
                      "region": "DF",
                      "postalCode": "02490",
                      "countryName": "MX"
                  },
                  "contactPoint": {
                      "name": "DIANA IRIS TOUS AMEZCUA",
                      "email": "No Capturado",
                      "telephone": "55614071",
                      "faxNumber": "55614071",
                      "url": "No Capturado"
                  }
              }
          ],
          "procuringEntity": {
              "identifier": {
                  "id": "0901",
                  "uri": "http://10.1.65.188/achavez/OCDS/ArchivoJSONDep/Dependencias.json"
              },
              "name": "SECRETARÍA DE FINANZAS",
              "address": {
                  "streetAddress": "DR. LAVISTA",
                  "locality": "MÉXICO D. F.",
                  "region": "DF",
                  "postalCode": "06720",
                  "countryName": "MX"
              },
              "contactPoint": {
                  "name": "PEDRO JESÚS LARA LASTRA",
                  "email": "[email protected]",
                  "telephone": "51342500",
                  "faxNumber": "51342500",
                  "url": "WWW.FINANZAS.DF.GOB.MX"
              }
          },
          "documents": []
      },
      "awards": [
          {
              "id": "1",
              "title": "SERVICIOS DE IMPRESIÓN",
              "description": "SERVICIOS DE IMPRESIÓN DE DOCUMENTOS OFICIALES",
              "status": "active",
              "date": "2016-01-07T00:00:00.-06:00",
              "value": {
                  "amount": 1777723.75,
                  "currency": "MXN"
              },
              "suppliers": [
                  {
                      "identifier": {
                          "id": "CMI780808H12",
                          "uri": "http://10.1.65.188/achavez/OCDS/ArchivoJSONProv/Proveedores.json"
                      },
                      "name": "CORPORACION MEXICANA DE IMPRESION",
                      "address": {
                          "streetAddress": "GENERASL VICTORIANO ZEPEDA",
                          "locality": "OBSERVATORIO              MIGUEL HIDALGO",
                          "region": "DF",
                          "postalCode": "11860",
                          "countryName": "MX"
                      },
                      "contactPoint": {
                          "name": "HECTOR ROGELIO GARCIA MORALES",
                          "email": "No Capturado",
                          "telephone": "55168586",
                          "faxNumber": "55168586",
                          "url": "WWW.COMISA.DF.GOB.MX"
                      }
                  }
              ],
              "items": [
                  {
                      "id": "1",
                      "description": "IMPRESION DE DOCUMENTOS OFICIALES",
                      "quantity": 12931,
                      "unit": {
                          "name": "SER"
                      }
                  },
                  {
                      "id": "2",
                      "description": "IMPRESION DE DOCUMENTOS OFICIALES",
                      "quantity": 847487,
                      "unit": {
                          "name": "SER"
                      }
                  },
                  {
                      "id": "3",
                      "description": "IMPRESION DE DOCUMENTOS OFICIALES",
                      "quantity": 672101,
                      "unit": {
                          "name": "SER"
                      }
                  }
              ],
              "documents": []
          }
      ],
      "contracts": [
          {
              "id": "1",
              "awardID": "1",
              "title": "CC-006/2015",
              "description": "SERVICIOS DE IMPRESIÓN DE DOCUMENTOS OFICIALES",
              "status": "active",
              "period": {
                  "startDate": "2015-11-12T00:00:00.-06:00",
                  "endDate": "2015-12-31T00:00:00.-06:00"
              },
              "value": {
                  "amount": 3555447.5,
                  "currency": "MXN"
              },
              "items": [
                  {
                      "id": "1",
                      "description": "IMPRESION DE DOCUMENTOS OFICIALES",
                      "quantity": 672101,
                      "unit": {
                          "name": "SER"
                      }
                  }
              ],
              "dateSigned": "2015-11-12T00:00:00.-06:00",
              "documents": [],
              "buyerid": 1
          },
          {
              "id": "2",
              "awardID": "1",
              "title": "CC-006/2015",
              "description": "SERVICIOS DE IMPRESIÓN DE DOCUMENTOS OFICIALES",
              "status": "active",
              "period": {
                  "startDate": "2015-11-12T00:00:00.-06:00",
                  "endDate": "2015-12-31T00:00:00.-06:00"
              },
              "value": {
                  "amount": 3555447.5,
                  "currency": "MXN"
              },
              "items": [
                  {
                      "id": "2",
                      "description": "IMPRESION DE DOCUMENTOS OFICIALES",
                      "quantity": 847487,
                      "unit": {
                          "name": "SER"
                      }
                  }
              ],
              "dateSigned": "2015-11-12T00:00:00.-06:00",
              "documents": [],
              "buyerid": 2
          },
          {
              "id": "3",
              "awardID": "1",
              "title": "CC-006/2015",
              "description": "SERVICIOS DE IMPRESIÓN DE DOCUMENTOS OFICIALES",
              "status": "active",
              "period": {
                  "startDate": "2015-11-12T00:00:00.-06:00",
                  "endDate": "2015-12-31T00:00:00.-06:00"
              },
              "value": {
                  "amount": 3555447.5,
                  "currency": "MXN"
              },
              "items": [
                  {
                      "id": "3",
                      "description": "IMPRESION DE DOCUMENTOS OFICIALES",
                      "quantity": 12931,
                      "unit": {
                          "name": "SER"
                      }
                  }
              ],
              "dateSigned": "2015-11-12T00:00:00.-06:00",
              "documents": [],
              "buyerid": 3
          }
      ],
      "language": "es"
    }
  ]
}

duncandewhurst · 2016-07-22T16:23:52Z

@gabelula in your example planning/budget/amount and the amounts in each item in the additionalBudgets array are the same. It would be preferable for planning/budget/amount to equal the sum of the amounts in each item in the additionalBudgets array

I drafted some example releases below to illustrate this approach and also to show to how to capture the additional buyers.

This approach reflects some of the thinking we have been doing in the upgrade process around @AlCollier's point and how to represent government parties other than buyer and procuringEntity, which may see us adopt a more general approach and naming convention than additionalBuyers. @timgdavies's post on the upgrade process here captures this theme and links out to some related issues.

Planning
Note that the organizations building block has been extended with a new property id for cross referencing, we recommend this should be the concatentation of identifier/schene and identifier/id

{
    "ocid": "",
    "id": "",
    "date": "",
    "tag": ["planning"],
    "initiationType": "tender",
    "planning": {
        "budget": {
            "source": "string",
            "id": "string",
            "description": "string",
            "amount": {
                "amount": 300000,
                "currency": "GBP"
            },
            "project": "string",
            "projectID": "string",
            "uri": "string"
        },
        "additionalBudgets": [
            {
                "buyerID": "GB-LAC00000000",
                "source": "string",
                "id": "string",
                "description": "string",
                "amount": {
                    "amount": 150000,
                    "currency": "GBP"
                }
            },
            {
                "buyerID": "GB-LAC12345678",
                "source": "string",
                "id": "string",
                "description": "string",
                "amount": {
                    "amount": 100000,
                    "currency": "GBP"
                }
            },  
            {
                "buyerID": "GB-LAC99999999",
                "source": "string",
                "id": "string",
                "description": "string",
                "amount": {
                    "amount": 50000,
                    "currency": "GBP"
                }
            }
        ]
    },
    "buyer": {
        "id": "GB-LAC00000000",
        "identifier": {
            "scheme": "GB-LAC",
            "id": "00000000",
            "legalName": "string",
            "uri": "string"
        },
        "name": "string"
    },
    "additionalBuyers": [
        {
            "id": "GB-LAC12345678",
            "identifier": {
                "scheme": "GB-LAC",
                "id": "12345678",
                "legalName": "string",
                "uri": "string"
            },
            "name": "string"
        },
        {
            "id": "GB-LAC99999999",
            "identifier": {
                "scheme": "GB-LAC",
                "id": "99999999",
                "legalName": "string",
                "uri": "string"
            },
            "name": "string"
        }
    ],
    "language": "string"
}

Contract (multiple contracts)

{
  "uri": "",
  "publishedDate": "",
  "releases": [
{
    "ocid": "",
    "id": "",
    "date": "",
    "tag": ["contract"],
    "initiationType": "tender",
    "buyer": {
        "id": "GB-LAC00000000",
        "identifier": {
            "scheme": "GB-LAC",
            "id": "00000000",
            "legalName": "string",
            "uri": "string"
        },
        "name": "string"
    },
    "additionalBuyers": [
        {
            "id": "GB-LAC12345678",
            "identifier": {
                "scheme": "GB-LAC",
                "id": "12345678",
                "legalName": "string",
                "uri": "string"
            },
            "name": "string"
        },
        {
            "id": "GB-LAC99999999",
            "identifier": {
                "scheme": "GB-LAC",
                "id": "99999999",
                "legalName": "string",
                "uri": "string"
            },
            "name": "string"
        }
    ],
    "contracts": [
        {
            "id": "string",
            "awardID": "string",
            "buyerID": "GB-LAC00000000",
            "title": "string",
            "description": "string",
            "status": "pending",
            "period": {
                "startDate": "string",
                "endDate": "string"
            },
            "value": {
                "amount": "number",
                "currency": "string"
            },
            "items": [
                {
                    "id": "string",
                    "description": "string",
                    "classification": {
                        "scheme": "string",
                        "id": "string",
                        "description": "string",
                        "uri": "string"
                    }
                }
            ],
            "dateSigned": "string"
        },
        {
            "id": "string",
            "awardID": "string",
            "buyerID": "GB-LAC12345678",
            "title": "string",
            "description": "string",
            "status": "pending",
            "period": {
                "startDate": "string",
                "endDate": "string"
            },
            "value": {
                "amount": "number",
                "currency": "string"
            },
            "items": [
                {
                    "id": "string",
                    "description": "string",
                    "classification": {
                        "scheme": "string",
                        "id": "string",
                        "description": "string",
                        "uri": "string"
                    }
                }
            ],
            "dateSigned": "string"
        },
        {
            "id": "string",
            "awardID": "string",
            "buyerID": "GB-LAC99999999",
            "title": "string",
            "description": "string",
            "status": "pending",
            "period": {
                "startDate": "string",
                "endDate": "string"
            },
            "value": {
                "amount": "number",
                "currency": "string"
            },
            "items": [
                {
                    "id": "string",
                    "description": "string",
                    "classification": {
                        "scheme": "string",
                        "id": "string",
                        "description": "string",
                        "uri": "string"
                    }
                }
            ],
            "dateSigned": "string"
        }       
    ],
    "language": "string"
}
],
  "publisher": {
    "name": "",
    "scheme": "",
    "uid": "",
    "uri": ""
  },
  "license": "",
  "publicationPolicy": ""
}

Contract (single contract with line items per buyer)

{
  "uri": "",
  "publishedDate": "",
  "releases": [
{
    "ocid": "",
    "id": "",
    "date": "",
    "tag": ["contract"],
    "initiationType": "tender",
    "buyer": {
        "id": "GB-LAC00000000",
        "identifier": {
            "scheme": "GB-LAC",
            "id": "00000000",
            "legalName": "string",
            "uri": "string"
        },
        "name": "string"
    },
    "additionalBuyers": [
        {
            "id": "GB-LAC12345678",
            "identifier": {
                "scheme": "GB-LAC",
                "id": "12345678",
                "legalName": "string",
                "uri": "string"
            },
            "name": "string"
        },
        {
            "id": "GB-LAC99999999",
            "identifier": {
                "scheme": "GB-LAC",
                "id": "99999999",
                "legalName": "string",
                "uri": "string"
            },
            "name": "string"
        }
    ],
    "contracts": [
        {
            "id": "string",
            "awardID": "string",
            "title": "string",
            "description": "string",
            "status": "pending",
            "period": {
                "startDate": "string",
                "endDate": "string"
            },
            "value": {
                "amount": "number",
                "currency": "string"
            },
            "items": [
                {
                    "id": "string",
                    "buyerID": "GB-LAC00000000",
                    "description": "string",
                    "classification": {
                        "scheme": "string",
                        "id": "string",
                        "description": "string",
                        "uri": "string"
                    }
                },
                {
                    "id": "string",
                    "buyerID": "GB-LAC12345678",
                    "description": "string",
                    "classification": {
                        "scheme": "string",
                        "id": "string",
                        "description": "string",
                        "uri": "string"
                    }
                },
                {
                    "id": "string",
                    "buyerID": "GB-LAC99999999",
                    "description": "string",
                    "classification": {
                        "scheme": "string",
                        "id": "string",
                        "description": "string",
                        "uri": "string"
                    }
                }
            ],
            "dateSigned": "string"
        }
    ],
    "language": "string"
}
],
  "publisher": {
    "name": "",
    "scheme": "",
    "uid": "",
    "uri": ""
  },
  "license": "",
  "publicationPolicy": ""
}

gabelula · 2016-08-02T17:12:43Z

Great! I just meet with CDMX about this and they also like the approach on additionalBuyers. They are going to go with this solution.

timgdavies · 2016-09-18T19:10:26Z

Continued in #382

duncandewhurst added the Focus - Extensions Relating to new or proposed extensions, or the governance and maintenance of extensions label Jul 20, 2016

duncandewhurst self-assigned this Jul 20, 2016

timgdavies added this to the Version 1.1 milestone Jul 25, 2016

timgdavies added the 1 - Discussion label Jul 25, 2016

This was referenced Aug 3, 2016

Represent multiple and multi-year budgets #222

Closed

One framework contract with multiple tenders (sub-tender) #233

Closed

Multi-source budgets #292

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This was referenced Sep 18, 2016

Multi-year and multi-source budgets #377

Closed

Multiple buyers and contract or item-level buyer information #382

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timgdavies closed this as completed Sep 18, 2016

duncandewhurst mentioned this issue Jul 15, 2019

Update guidance on contract suppliers and change contract signatories to additional signatories open-contracting/ocds-extensions#86

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Multiple buyers #352

Multiple buyers #352

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Multiple buyers #352

Multiple buyers #352

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