BS CWA 15666-2007 Business requirements specification - Cross industry e-tendering process《商业需求规范 跨行业电子投标过程》.pdf

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1、EUROPEAN COMMITTEE FOR STANDARDIZATIONCOMIT EUROPEN DE NORMALISATIONEUROPISCHES KOMITEE FR NORMUNGManagement Centre: rue de Stassart, 36 B-1050 Brussels 2007 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national Members.Ref. No.:CWA 15666:2007 ECENWORKSHOPAG

2、REEMENTCWA 15666March 2007ICS 35.240.60English versionBusiness requirements specification - Cross industry e-Tendering processThis CEN Workshop Agreement has been drafted and approved by a Workshop of representatives of interested parties, the constitution ofwhich is indicated in the foreword of thi

3、s Workshop Agreement.The formal process followed by the Workshop in the development of this Workshop Agreement has been endorsed by the NationalMembers of CEN but neither the National Members of CEN nor the CEN Management Centre can be held accountable for the technicalcontent of this CEN Workshop A

4、greement or possible conflicts with standards or legislation.This CEN Workshop Agreement can in no way be held as being an official standard developed by CEN and its Members.This CEN Workshop Agreement is publicly available as a reference document from the CEN Members National Standard Bodies.CEN me

5、mbers are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,Romania, Slovakia, Slovenia, Spain, Sweden,

6、Switzerland and United Kingdom.CWA 15666:2007 (E) 2 Contents FOREWORD.3 INTRODUCTION.4 SCOPE .5 1.1. BUSINESS OPERATION MAP 5 1.2. BUSINESS DOMAIN VIEW MODEL .6 1.3. BUSINESS AREA MODEL .6 1.3.1. Procurement by Tender6 1.3.2. Procurement of Works.7 1.3.3. Procurement of Goods.7 1.3.4. Procurement of

7、 Service .8 1.3.5. Engineering Service 8 1.4. PROCESS AREA MODEL 9 1.4.1. Tender.9 1.4.2. Open Tender9 1.4.3. Selective Tender10 1.5. CONTEXT CLASSIFICATION SCHEME .10 NORMATIVE REFERENCES 11 BUSINESS REQUIRMENTS.12 1.6. BUSINESS PROCESS ELABORATION12 1.6.1. e-Tendering (Business Operation)12 1.6.2.

8、 Registration (Business Process).13 1.6.3. Public Invitation (Business Process) 16 1.6.4. Tender/Opening of Tenders (Business Process)28 1.6.5. Publication of Award (Business Process) .39 1.7. BUSINESS INFORMATION FLOW DEFINITION 43 1.7.1. Submit Registration Application (Business Transaction) 43 1.

9、7.2. Issue Examination Result Notification (Business Transaction) .44 1.7.3. Publish Prior Information Notice.45 1.7.4. Publish Invitation to Tender.46 1.7.5. Submit Pre-qualification Application (Business Transaction) .47 1.7.6. Issue Letter of Invitation to Tender (Business Transaction) 48 1.7.7.

10、Request Tender Information (Business Transaction).49 1.7.8. Issue Tender Information (Business Transaction) .50 1.7.9. Issue Tender Guarantee (Business Transaction)51 1.7.10. Submit the Response of Tender Guarantee (Business Transaction) .52 1.7.11. Submit Tender (Business Transaction) .53 1.7.12. S

11、ubmit Qualification Application (Business Transaction).54 1.7.13. Issue Qualification Result Notice (Business Transaction).55 1.7.14. Issue Tender Result Notice (Business Transaction).56 1.8. BUSINESS INFORMATION MODEL DEFINITION57 1.8.1. Business Entity Relationship .57 1.8.2. Business Document.59

12、1.8.3. Business Information Entities78 1.9. BUSINESS RULES78 1.10. DEFINITION OF TERMS79 APPENDIX A PROCEDURE OF MAKING E-TENDERING GLOSSARY.81 CWA 15666:2007 (E) 3 Foreword The CEN/ISSS WS eBES has run a project to produce Cross Industry Business Process Requirements (BRS). As results a series of C

13、WA have been or will be published: Business Requirements Specification, Cross industry Catalogue Process Business Requirements Specification, Cross industry Despatch and Receive Process Business Requirements Specification, Cross industry e-Tendering process Business Requirements Specification, Cross

14、 industry Invoicing Process Business Requirements Specification, Cross industry Ordering Process Part 1: Global ordering process model definition Business Requirements Specification, Cross industry Ordering Process Part 2: Order transaction Business Requirements Specification, Cross industry Orderin

15、g Process Part 3: Order change transaction Business Requirements Specification, Cross industry Ordering Process Part 4: Order response transaction Business Requirements Specification, Cross industry Order Status Reporting Business Requirements Specification, Cross industry Remittance Advice Process

16、Business Requirements Specification, Cross industry Scheduling Process The final review/endorsement round for this CWA was successfully closed on 22 January 2007. This CEN Workshop Agreement is publicly available as a reference document from the National Members of CEN: AENOR, AFNOR, ASRO, BDS, BSI,

17、 CSNI, CYS, DIN, DS, ELOT, EVS, IBN, IPQ, IST, LVS, LST, MSA, MSZT, NEN, NSAI, ON, PKN, SEE, SIS, SIST, SFS, SN, SNV, SUTN and UNI. This document is primarily intended to be distributed/used in its electronic version. Some of the diagrams (e.g. Figure 1.8.1-2 Business Entity Relationship, page 58) a

18、re very detailed and their printed version may be difficult to interpret. It is advisable to use the zoom functionalities to read the diagrams or, if necessary, to print them on wide format paper (e.g. A3). CWA 15666:2007 (E) 4 Introduction This project aims to standardize business process and infor

19、mation entity of cross-industrial electronic tendering. In various industries all over the world, there are all sorts of tendering actions being performed including public procurement of construction works, service and goods. With an explosive spread of the Internet and a rapid growth of information

20、 technology, tendering activity would be performed electronically through the Internet as well as other business activities. With the realization of electronic tendering through the Internet and spreading practice of international electronic tendering, the needs for international standardization are

21、 thought to increase. According to such trends, the goal of this project is to make business process and information entity within tendering activities standard. CWA 15666:2007 (E) 5 Scope The scope of this document lies on open tender and selective tender of procurement in construction works, servi

22、ce and goods. Standardization work should be processed under the following rules. 1. The international e-tendering standardized processes should be the combination of essential processes in each countrys e-Tendering processes. 2. Standardize processes that documents/data exchanges occur among two or

23、 more organizations, and standardize its data. The data exchange inside an organization is not included in this scope. The next process is an example of out-of-scope data exchange. e.g. Inside A organization, B department requests C department to carry out a tendering. 1.1. Business Operation Map Pr

24、ocurement by TenderProcurement of WorksProcurement of GoodsProcurement of Serv iceEngineering Serv iceTe nde rOpen TenderSelective TenderOptional ContractContractFulfilmentNo description in this documentBecause this is out of the scopeof e-Tendering projectNo description in this documentBecause this

25、 is out of the scopeof e-Tendering projectNo description in this documentBecause this is out of the scopeof e-Tendering projectRegistrationPublic Inv itationTender/Opening of TendersPublication of AwardFigure 1.1-1 Business Operation Map CWA 15666:2007 (E) 6 1.2. Business Domain View Model Figure 1.

26、2-1 BDV Model 1.3. Business Area Model 1.3.1. Procurement by Tender Figure 1.3.1-1 Procurement by Tender IndustryJustificationThis specification is a cross-industrial specification therefore this specification is not limited to specific domain.ReferenceUN/CEFACT Unified Modeling Methodology - TMWG/N

27、090StakeholdersUN/CEFACTProcurement by TenderCategory SchemaCategory. Procurement by TenderObjectiveProcurement by tender means selecting tenderers and procuring subjects by tender ScopeTender ContractFulfilmentBusiness JustificationProcuring entity and tenderers performs procurement process with fa

28、irness and strong competitiveness. CWA 15666:2007 (E) 7 1.3.2. Procurement of Works Figure 1.3.2-1 Procurement of Works 1.3.3. Procurement of Goods Figure 1.3.3-1 Procurement of Goods Procurement of WorksCategory SchemaCategory. Procurement of WorksObjectiveAims to select supplier for procurement of

29、 works by tender.Works indicate construction works such as civil engineering and building.ScopeTender ContractFulfilmentBusiness JustificationProcuring entity and tenderers perform procurement by tender for works with fairness and strong competitiveness. These 3 scopes inherit the ProcessArea in“Bus

30、inessArea : Procurement by Tender“Procurement of GoodsCategory SchemaCategory. Procurement of GoodsObjectiveAims to select supplier for public procurement of any goods by tender.ScopeTender ContractFulfilmentBusiness JustificationProcuring entity and tenderers perform procurement by tender for Goods

31、 with fairness and strong competitiveness. These 3 scopes inherit the ProcessArea in“BusinessArea : Procurement by Tender“CWA 15666:2007 (E) 8 1.3.4. Procurement of Service Figure 1.3.4-1 Procurement of Service 1.3.5. Engineering Service Figure 1.3.5-1 Engineering Service Procurement of ServiceCateg

32、ory SchemaCategory. Procurement of ServiceObjectiveAims to select supplier for public procurement of any services by tender.ScopeTender ContractFulfilmentBusiness JustificationProcuring entity and tenderers perform procurement by tender for service with fairness and strong competitiveness. These 3 s

33、copes inherit the ProcessArea in“BusinessArea : Procurement by Tender“Engineering ServiceCategory SchemaCategory. Engineering ServiceObjectiveAims to select supplier for public procurement of engineering services by tender.ScopeTender ContractFulfilmentBusiness JustificationProcuring entity and tend

34、erers perform procurement by tender for engineering service with fairness and strong competitiveness.These 3 scopes inherit the ProcessArea in“BusinessArea : Procurement by Service“CWA 15666:2007 (E) 9 1.4. Process Area Model 1.4.1. Tender Figure 1.4.1-1 Tender 1.4.2. Open Tender Figure 1.4.2-1 Open

35、 Tender Open TenderCategory SchemaCategory. Procurement by Tender. Open TenderObjectiveProcuring entity evaluates unspecific tenderers and decides on tenderer with the most suitable condition. ScopeRegistration Public InvitationTender/Opening of Tenders Publication of AwardBusiness JustificationPerf

36、orms tender act with high transparency by competition of unspecific tenderers.Achieves high competitiveness by competition of unspecific tenderers.Tenderers can participate in competitive tender of many procuring entities.These 4 scopes inherit the BusinessProcess in“ProcessArea:Tender“.TenderCatego

37、ry SchemaCategory. Procurement by Tender. TenderObjectiveScopeRegistration Public InvitationTender/Opening of Tender Publication of AwardBusiness JustificationProcuring entity can select tenderer who offered most suitable conditions.Many tenderers compete each other by expressing their purpose for p

38、rices and others by each document and procuring entityevaluates and decides on tenderer who expressed best suitable conditions for the tendering subject.CWA 15666:2007 (E) 10 1.4.3. Selective Tender Figure 1.4.3-1 Selective Tender 1.5. Context Classification Scheme This is the final scheme to specif

39、y the values of the 8 context categories of the business process. (Record one or more values to all 8 context categories) Figure 1.5-1 Context Classification Scheme Context Categories Values Business Process Tendering Product Classification Construction works, service and goods Industry Classificati

40、on Construction works for construction industry, service and goods for any industry Geopolitical GlobalOfficial Constraint None Business Process Role Procuring entity, Tenderer, Guarantee Agency Supporting Role Pre-registration agency, Tender Administration Officer, Tender Publication Officer System

41、 Capabilities No limitation Selective TenderCategory SchemaCategory. Procurement by Tender. Selective TenderObjectiveProcuring entity selects some tenderers who is suitably qualified, then evaluates and decides on tenderer who expressedbest suitable conditions for the tendering subject.ScopeRegistra

42、tion Public InvitationTender/Opening of Tenders Publication of AwardBusiness JustificationAt the stage that procuring entity selects suitable tenderers, unsatisfactory and unqualified tenderers are excluded.Procuring entity can save time and cost to identify suitable tenderer.These 4 scopes inherit

43、the BusinessProcess in“ProcessArea:Tender“.CWA 15666:2007 (E) 11 Normative references The following normative documents contain provisions which, through reference in this text, constitute provisions of this CWA. For dated references, subsequent amendments to, or revisions of, any of these publicati

44、ons do not apply. However, parties to agreements based on this CWA are encouraged to investigate the possibility of applying the most recent editions of the normative documents indicated below. For undated references, the latest edition of the normative document referred to applies. UN/CEFACT Modeli

45、ng Methodology (CEFACT/TMWF/N090R10, November 2001) UN/CEFACT ebXML Core Components Technical Specification Version 2.01 UN/CEFACT Business Requirements Specification Documentation Template Version1 Release 5 UN/CEFACT TBG Core Component Library 1.0 released on 7th Oct. 2005 UML Version 1.4 ISO7372

46、EDICON EDIFACT CONTEN, CONIIT, CONEST CWA 15666:2007 (E) 12 Business requirements 1.6. Business Process Elaboration 1.6.1. e-Tendering (Business Operation) Business Processes should be carried out in the following order. RegistrationPubilc Inv itationTender / Opening of TendersPublication of Aw ardF

47、igure 1.6.1-1 Business Operation Activity Diagram CWA 15666:2007 (E) 13 1.6.2. Registration (Business Process) NOTE Each Business Collaboration in this Business Process is optional. And order for executing Business Collaborations can be arranged. Procuring EntityRegistrationTe nde re rsRegistrationF

48、igure 1.6.2-1 Business Process Use Case Figure 1.6.2-2 Business Process Use Case Description RegistrationPreconditions NoneBegins When Tenderers apply for registration.Definitions Tenderers apply for registration.Procuring entity receives registration application.Procuring entity examines registrati

49、on application.Procuring entity notifies tenderers of examination result.Tenderers receive examination result.Ends When Tenderers receive examination result.Exceptions Procuring entity does not receive registration application from tenderers.Tenderers do not receive examination result from procuring entity.Postconditions Tenderers get examination result.CWA 15666:2007 (E) 14 NOTE The following Business Process Activity Diagram is an example of arranging order. Te nde re rsProcuring EntityT h i s B u si n e ssP ro ce ss i s n o t p e rfo rm