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schema/reference.md: remmove reference to contracts.relatedProcesses #1721

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24 changes: 6 additions & 18 deletions docs/schema/reference.md
Original file line number Diff line number Diff line change
Expand Up @@ -665,14 +665,14 @@ Support for exchange rates can be provided using extensions.

### RelatedProcess

In OCDS each contracting process can have only one tender stage. There are a number of cases where it is important to know about related contracting processes, including:
A `RelatedProcess` is defined as:

* When one planning process results in many tenders;
* When a contract is awarded following two distinct, but related, tender processes, such as in national frameworks with locally run mini-competitions;
* When a contract results in the award of sub-contracts - and those sub-contracts are also tracked using OCDS;
* When a contract is coming up for renewal or replacement, and there is a contracting process to award the renewal/replacement contract;
```{field-description} ../../build/current_lang/release-schema.json /definitions/RelatedProcess
```

The [Related Process](codelists.md#related-process) codelist defines the possible types of relationship. Contracting processes should refer to related processes using the code in the codelist.
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In all these cases, the `relatedProcess` block should be used to cross-reference between the relevant contracting processes using their `ocid`.
As well as providing this machine-readable link between processes, publishers may also provide links to human-readable documentation in the relevant `documents` blocks. For example, when a contracting process refers to a planning process, a link to the procurement plan can be provided in `tender/documents`.
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````{admonition} Example
:class: hint
Expand All @@ -687,18 +687,6 @@ In all these cases, the `relatedProcess` block should be used to cross-reference
:pointer: /definitions/RelatedProcess
```

A related process can be declared at two points in an OCDS release.

**(1) At the release level** - used to point backwards to prior processes, such as planning or framework establishment.

**(2) At the contract level** - used to point onward to sub-contracts, renewal or replacement processes that relate solely to the particular contract the field appears in.

As well as providing this machine-readable link between processes, publishers may also provide links to human-readable documentation in the relevant `documents` blocks. For example:

* When recording a `release/relatedProcess` pointing to the ocid of the planning process that resulted in a tender, a `tender/documents` entry with a `documentType` of 'procurementPlan' and a link to web pages about the procurement plan could be provided;
* When recording a `contract/relatedProcess` pointing to the ocid of a sub-contracting process, a `contract/documents` entry with a `documentType` of 'subContract' and a title that describes it as the subcontracting process, could be provided;
* When recording a `contract/relatedProcess` pointing to the ocid of a contracting process to renew a given contract, a `contract/documents` entry with a `documentType` of 'tenderNotice' and a title that describes it as the successor process, could be provided;

### Location

````{admonition} Example
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10 changes: 5 additions & 5 deletions schema/dereferenced-release-schema.json
Original file line number Diff line number Diff line change
Expand Up @@ -15821,7 +15821,7 @@
"relatedProcesses": {
"uniqueItems": true,
"items": {
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process may refer to its planning process(es). In multi-stage procedures (e.g. framework agreements with reopening of competition), the contracting process for a later stage may refer to the contracting process for the first stage.",
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process should refer to its planning process(es). In multi-stage procedures (for example, framework agreements with reopening of competition), the contracting process for a later stage should refer to the contracting process for the first stage.",
"type": "object",
"title": "Related Process",
"properties": {
Expand Down Expand Up @@ -16677,7 +16677,7 @@
"relatedProcesses": {
"uniqueItems": true,
"items": {
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process may refer to its planning process(es). In multi-stage procedures (e.g. framework agreements with reopening of competition), the contracting process for a later stage may refer to the contracting process for the first stage.",
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process should refer to its planning process(es). In multi-stage procedures (for example, framework agreements with reopening of competition), the contracting process for a later stage should refer to the contracting process for the first stage.",
"type": "object",
"title": "Related Process",
"properties": {
Expand Down Expand Up @@ -16736,7 +16736,7 @@
}
}
},
"description": "References to related, preceding contracting (or planning) processes. This information concerns the contracting process. For example, the contracting process may refer to its planning process(es). In multi-stage procedures (e.g. framework agreements with reopening of competition), the contracting process for a later stage may refer to the contracting process for the first stage.",
"description": "References to related, preceding contracting (or planning) processes. This information concerns the contracting process. For example, the contracting process should refer to its planning process(es). In multi-stage procedures (for example, framework agreements with reopening of competition), the contracting process for a later stage should refer to the contracting process for the first stage.",
"title": "Related processes",
"type": "array"
},
Expand Down Expand Up @@ -31417,7 +31417,7 @@
"relatedProcesses": {
"uniqueItems": true,
"items": {
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process may refer to its planning process(es). In multi-stage procedures (e.g. framework agreements with reopening of competition), the contracting process for a later stage may refer to the contracting process for the first stage.",
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process should refer to its planning process(es). In multi-stage procedures (for example, framework agreements with reopening of competition), the contracting process for a later stage should refer to the contracting process for the first stage.",
"type": "object",
"title": "Related Process",
"properties": {
Expand Down Expand Up @@ -40875,7 +40875,7 @@
}
},
"RelatedProcess": {
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process may refer to its planning process(es). In multi-stage procedures (e.g. framework agreements with reopening of competition), the contracting process for a later stage may refer to the contracting process for the first stage.",
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process should refer to its planning process(es). In multi-stage procedures (for example, framework agreements with reopening of competition), the contracting process for a later stage should refer to the contracting process for the first stage.",
"type": "object",
"title": "Related Process",
"properties": {
Expand Down
4 changes: 2 additions & 2 deletions schema/release-schema.json
Original file line number Diff line number Diff line change
Expand Up @@ -114,7 +114,7 @@
"items": {
"$ref": "#/definitions/RelatedProcess"
},
"description": "References to related, preceding contracting (or planning) processes. This information concerns the contracting process. For example, the contracting process may refer to its planning process(es). In multi-stage procedures (e.g. framework agreements with reopening of competition), the contracting process for a later stage may refer to the contracting process for the first stage.",
"description": "References to related, preceding contracting (or planning) processes. This information concerns the contracting process. For example, the contracting process should refer to its planning process(es). In multi-stage procedures (for example, framework agreements with reopening of competition), the contracting process for a later stage should refer to the contracting process for the first stage.",
"title": "Related processes",
"type": "array"
},
Expand Down Expand Up @@ -2682,7 +2682,7 @@
}
},
"RelatedProcess": {
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process may refer to its planning process(es). In multi-stage procedures (e.g. framework agreements with reopening of competition), the contracting process for a later stage may refer to the contracting process for the first stage.",
"description": "A reference to a related, preceding contracting (or planning) process. For example, the contracting process should refer to its planning process(es). In multi-stage procedures (for example, framework agreements with reopening of competition), the contracting process for a later stage should refer to the contracting process for the first stage.",
"type": "object",
"title": "Related Process",
"properties": {
Expand Down