open-contracting / standard

Documentation of the Open Contracting Data Standard (OCDS)
http://standard.open-contracting.org/
Other
139 stars 46 forks source link

Use consistently "works, goods or services" #1521

Closed JachymHercher closed 2 years ago

JachymHercher commented 2 years ago

We don't have a consistent expression for "stuff to be bought". We should.


item is defined as:

"A good, service, or work to be contracted."

and the procurementCategory contains the codes 'works', 'services', and 'goods and supplies'.


Currently, OCDS uses the following (a few of which might be specific for a reason, but most are probably not):

The GPA uses "goods or services" and, rarely "goods and services".

The EU directives use "works, supplies or services" and, rarely, "works, supplies and services". (I think the EU mentions works first because they are probably the most important/valuable segment. The reason why the EU can have works while the GPA does not is that works are just a combination of supplies and services.)


I think we should follow the following principles:

  1. With the exception of the definition of 'goods' in procurementCategory, we should use just one of "goods" and "supplies". Goods is aligned with the GPA and seems more common, so I would stick to that.
  2. Since "works" are in OCDS, we should mention them along "goods" and "services" when we want to say "stuff to be bought".
  3. "Works" should either be first or last, but not between "goods" and "services" (because it's a bit of a different animal).
  4. "Goods" before "services" seems to be a typical way to phrase things, so we should stick to that.

With that in mind, we should either say "works, goods or services" or "goods, services or works". (With the "or" replaced by "and" depending on the context.) I would go for the former, but largely because I'm very much used to it from the EU (and because I like the argument that it is the most valuable part of procurement.)

jpmckinney commented 2 years ago
  1. 👍
  2. 👍
  3. That may be true, but putting it in the middle is much more common (in Google results at least)
  4. 👍 that it appears somewhere before "services"

I know that works/infrastructure include the highest value procurements, but I can't actually find data on which category is responsible for the largest cumulative spend. It seems to me that goods could be more than works. We might also consider which is most frequent (rather than which is highest value), in which case I think it's goods.

JachymHercher commented 2 years ago

tldr: I guess numbers won't help us resolve this - what do you like / find the most standard? :)


The EU's latest (2018) public procurement indicators say the following (tables 10 - 15):

EU 2018 Value Number of contract award notices
Works 147.89 23 979
Goods 115.59 65 979
Services 180.77 89 322

(I'm a bit skeptical about the value of services, because there tend to be some data troubles with framework agreements there, but on the other hand there are some efforts to compensate for it / clean up the data in the study, so who knows.)


Eyeballing the "sector overview" table in https://opentender.eu/ch/dashboards/market-analysis also doesn't say much more than "they look similarly large".

jpmckinney commented 2 years ago

I'd say the options are:

  1. goods, works [conjunction] services
  2. works, goods [conjunction] services
  3. goods, services [conjunction] works

The other permutations occur very infrequently (per Google Search): "services" in the initial position and "works, services and goods".

2 and 3 meet the "works are a different animal" criterion.

I'm happy with any option. @yolile for another opinion?

odscjen commented 2 years ago

Note for once the final wording is agreed, the following fields will need changed/checked in release-schema.json (using 1.2-dev branch):

The following codeslists will need changed/checked:

Files that will need updated from the docs folder:

jpmckinney commented 2 years ago

Thanks for cataloguing! I'll put a vote for goods, services and works as it groups "goods and services" separately from "works", and it's in alphabetical order, which can be a useful mnemonic for remembering the (somewhat arbitrary) order.

odscjen commented 2 years ago

I'd agree with that choice, alphabetical order is generally easier to remember. If @yolllie agrees I can get started on these changes?

jpmckinney commented 2 years ago

You can get started already - I just wanted another opinion and we've arrived at a reasonable choice.

yolile commented 2 years ago

Agree that "goods, services and works" sound good. In Spanish, it is most common to use "goods and services" (together and with "and") but "goods, services and works" sound good too.