CEN TR 17017-101-2018 Electronic public procurement - Business interoperability interfaces (BII) e-Fulfilment - Part 101 Overview.pdf

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1、BSI Standards PublicationWB11885_BSI_StandardCovs_2013_AW.indd 1 15/05/2013 15:06Electronic public procurement Business interoperability interfaces (BII), e-FulfilmentPart 101: OverviewPD CEN/TR 17017101:2018TECHNICAL REPORT RAPPORT TECHNIQUE TECHNISCHER BERICHT CEN/TR 17017-101 July 2018 ICS 03.100

2、.10; 35.240.20; 35.240.63 English Version Electronic public procurement - Business interoperability interfaces (BII), e-Fulfilment - Part 101: Overview March public lectronique - Interfaces dinteroprabilit commerciale (BII), Excution lectronique - Partie 101 : Principes gnraux Elektronisches ffentli

3、ches Beschaffungswesen - Schnittstellen fr Geschftsinteroperabilitt (BII), e-Fulfillment - Teil 101: berblick This Technical Report was approved by CEN on 18 June 2018. It has been drawn up by the Technical Committee CEN/TC 440. CEN members are the national standards bodies of Austria, Belgium, Bulg

4、aria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzer

5、land, Turkey and United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COMIT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels 2018 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN natio

6、nal Members. Ref. No. CEN/TR 17017-101:2018 ENational forewordThis Published Document is the UK implementation of CEN/TR 17017101:2018.The UK participation in its preparation was entrusted to Technical Committee IST/47/1, eProcurement.A list of organizations represented on this committee can be obta

7、ined on request to its secretary.This publication does not purport to include all the necessary provisions of a contract. Users are responsible for its correct application. The British Standards Institution 2018 Published by BSI Standards Limited 2018ISBN 978 0 580 99649 8ICS 03.100.10; 35.240.20; 3

8、5.240.63Compliance with a British Standard cannot confer immunity from legal obligations.This Published Document was published under the authority of the Standards Policy and Strategy Committee on 31 July 2018.Amendments/corrigenda issued since publicationDate Text affectedPUBLISHED DOCUMENTPD CEN/T

9、R 17017101:2018TECHNICAL REPORT RAPPORT TECHNIQUE TECHNISCHER BERICHT CEN/TR 17017-101 July 2018 ICS 03.100.10; 35.240.20; 35.240.63 English Version Electronic public procurement - Business interoperability interfaces (BII), e-Fulfilment - Part 101: Overview March public lectronique - Interfaces din

10、teroprabilit commerciale (BII), Excution lectronique - Partie 101 : Principes gnraux Elektronisches ffentliches Beschaffungswesen - Schnittstellen fr Geschftsinteroperabilitt (BII), e-Fulfillment - Teil 101: berblick This Technical Report was approved by CEN on 18 June 2018. It has been drawn up by

11、the Technical Committee CEN/TC 440. CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg

12、, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COMIT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG CEN-CENELEC Management Centre: Rue de la Science 23, B-1040

13、 Brussels 2018 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national Members. Ref. No. CEN/TR 17017-101:2018 EPD CEN/TR 17017101:2018CEN/TR 17017-101:2018 (E) 2 Contents Page European foreword 3 Introduction 4 1 Scope 8 2 Normative references 8 3 Terms and d

14、efinitions . 8 4 Abbreviations . 8 5 WG7 deliverables 17017 series 8 6 Business environment 10 6.1 General 10 6.2 Introduction 10 6.3 Business processes in scope . 10 6.4 Organization and Business partners involved . 11 7 Implementation guides and provided syntax bindings 12 Bibliography . 13 PD CEN

15、/TR 17017101:2018CEN/TR 17017-101:2018 (E) 3 European foreword This document (CEN/TR 17017-101:2018) has been prepared by Technical Committee CEN/TC 440 “Electronic public procurement”, the secretariat of which is held by Danish Standards. This document is part of a series of multi-part documents pr

16、epared, or under preparation, by CEN/TC 440: 17011-series: e-Procurement Architecture, providing a set of specifications outlining different aspects of the e-Procurement architecture for Business Interoperability Specifications. 17012-series: e-Procurement Business Term Vocabulary, providing a consi

17、stent set of business terms used in the e-Procurement processes aligned with the work in CEN/TC 434 as well as actions currently underway under the ISA work program. 17013-series: e-Notification Business Interoperability Specifications, providing a set of specifications outlining business choreograp

18、hy, transaction, syntax binding specifications and guidelines required to support the e-Notification processes. 17014-series: e-Tendering Business Interoperability Specifications, providing a set of specifications outlining business choreography, transaction, syntax binding specifications and guidel

19、ines required to support the e-Tendering processes. 17015-series: e-Catalogue Business Interoperability Specifications, providing a set of specifications outlining business choreography, transaction, syntax binding specifications and guidelines required to support the e-Catalogue processes. 17016-se

20、ries: e-Ordering Business Interoperability Specifications, providing a set of specifications outlining business choreography, transaction, syntax binding specifications and guidelines required to support the e-Ordering processes. 17017-series: e-Fulfilment Business Interoperability Specifications, p

21、roviding a set of specifications outlining business choreography, transaction, syntax binding specifications and guidelines required to support the e-Delivery processes. PD CEN/TR 17017101:2018CEN/TR 17017-101:2018 (E) 4 Introduction The objective of the work in CEN/TC 440, Electronic public procure

22、ment, is to provide standards, in the form of Business Interoperability Interface specifications, as a tool to ensure interoperability and thus facilitate efficient and effective electronic information exchange in the (public) e-Procurement processes between the buyer and the seller. This is to faci

23、litate end-to-end e-Procurement1including both pre-award and post-award processes, see Figure 1. Figure 1 The pre-and post-award processes of public e-Procurement e-Procurement refers to the use of electronic communications and transaction processing by public sector organisations and economic opera

24、tors when buying/providing supplies and services or tendering works, see Table 1 and Table 2. Table 1 Business areas in the pre-award phase of public e-Procurement Business Areas Example information exchange2Planning Planning of milestones and electronic tracking of the achievements. Pre-awarde-Noti

25、fying Information exchange, publication and dissemination of notices related to procurement opportunities such as Prior Information Notices, Contract Notices and Contract Award Notices. Prior Information Notice Contract Notice Contract Award Notice e-Discovery Search for interesting business opportu

26、nities on a publication portal. Search notice query transaction Notice metadata transaction e-Access Electronic access to tender documents and specifications, including electronic access to supporting documents for suppliers in the preparation of a Tender response, e.g. clarifications, questions and

27、 answers. This includes expressing interest in a business opportunity to be listed in the procurement procedure. Express Interest in Call for Tenders Call for tender European Single Procurement Document (ESPD) Pre-award Catalogue Request Question and answers 1The concept of end-to-end procurement is

28、 further elaborated in COM(2013) 453 final on end-to-end e-Procurement to modernise public administration 6 2It should be noted that the business transactions listed are examples only and does not constitute the full list of relevant business transactions. PD CEN/TR 17017101:2018CEN/TR 17017-101:201

29、8 (E) 5 e-Submission Secure submission of tenders and/or catalogues in electronic format to the contracting body (contracting authority/ contracting entity), which can receive and process it in compliance with applicable legal requirements. Tender Virtual Company Dossier European Single Procurement

30、Document (ESPD) Pre-award Catalogue e-Evaluation Evaluation of the electronic tenders and/or catalogues received by the contracting body following the closing deadline of a tender competition, including electronic exchange to enable the clarification of tender content by evaluations. Clarification q

31、uestions and answers e-Awarding Information exchange regarding award of the contract, including electronic exchange to support tenderers requesting additional information about the result of the procedure. Additional information e-Contract Signing, enactment of a contract / agreement and possibly it

32、s related catalogue through electronic means between the contracting bodies and the winning tenderer(s), as well as the signing of contract amendments and possibly their related catalogue. Draft Contract Signed Contract Catalogue Request Catalogue Table 2 Business areas in the post-award phase of pu

33、blic e-Procurement Business Areas Example information exchange Post-awarde-Quoting Activities preparatory to issuing an order. including the exchange of electronic messages with winning tenderers who have signed a framework agreement with the contracting body, a request for quotation and the respons

34、e to the quotation (e.g. framework agreements with reopening competition), etc. Request for Quotation Quotation Punch-out e-Ordering Issuing of an electronic order by the contracting body and its acceptance by the supplier or conversely issuing of an electronic order agreement by the supplier. Order

35、 Order Confirmation e-Fulfilment Electronic exchange of information that enable monitoring the execution of the order or the contract. Despatch Advice Receiving Advice e-Invoicing Issuing, sending, receiving and processing invoices and billing data. Invoice Credit Note e-Payment Financial payment in

36、volving currency transfer between a contracting body and a supplier. Supplier and contract management Management of supplier relationships and contracts, including archiving. PD CEN/TR 17017101:2018CEN/TR 17017-101:2018 (E) 6 The aim of CEN/TC 440 is to provide a focused and coordinated approach to

37、development of appropriate European Standards that: Build upon and complement existing initiatives, such as CEN WS/BII3 and CEN/TC 434, and be part of a wider e-Business standardization portfolio; Facilitate end-to-end e-Procurement and thus support European policy objectives expressed in e.g. “Digi

38、tal Agenda for Europe” 4 and “A strategy for e-procurement (COM(2012) 179 final” 5, “End-to-end e-procurement to modernise public administration (COM(2013) 453 final)” 6, the “public procurement directive” 2; Recognize the rather ambitious timeline envisaged for implementation of the new procurement

39、 directives, stressing the importance of available standards as a basis for compliant software solutions to be available in the market; Allow for user engagement and participation as well as effective production of the standards required by being focused on public procurement needs (but take generic

40、 applicability for Business-to-Business into account as and when relevant); Facilitate improved efficiency and cost reduction in both public and private sector entities; Focus on cross-border and crossplatform interoperability to allow economic operators to select the platform of their choice and st

41、ill can participate in procurement opportunities across the full European market. The deliverables from CEN/TC 440 collectively provide a framework for interoperability in pan-European electronic transactions for e-Procurement expressed as a set of technical specifications that is expected to: allow

42、 for efficient and effective implementation of electronic exchange of documents in public e-Procurement as well as in transactions between enterprises; support implementation of end-to-end e-Procurement including both pre-award and post-award processes for public procurement; facilitate interoperabi

43、lity between independent solutions; provide an added value to stakeholders, such as solution and service providers, as well as contracting bodies and economic operators involved in the e-Procurement process. The work in CEN/TC 440 focuses on interoperability aspects of the exchange of information be

44、tween business partners. Back-office information processing, e.g. the internal processing and business evaluation of the actual information content, is out of scope. To ensure interoperability the information exchange will be described in the form of: Choreography specifications, describing the flow

45、 of the business process and the sequence of information exchange; Business transaction information models, describing the information content of each information exchange; Syntax binding specifications, describing how the information content of a business transaction information model is represente

46、d in a specific syntax; Guidelines, providing additional guidance on specific topics. PD CEN/TR 17017101:2018CEN/TR 17017-101:2018 (E) 7 It should be noted that CEN/TC 440 deliverables do not provide the full legal framework enabling business partners to fulfil their legal obligations. It is the res

47、ponsibility of the business partners themselves to ensure that the business documents exchanged respect any rules defined by relevant legislation, including requirements related to personal data protection, as well as rules stated as part of a trading relationship between them. PD CEN/TR 17017101:20

48、18CEN/TR 17017-101:2018 (E) 8 1 Scope This document provides an overview of the set Business Interoperability Interfaces (BII) specifications for e-Procurement covering the business areas of e-Fulfilment. 2 Normative references There are no normative references in this document. 3 Terms and definiti

49、ons No terms and definitions are listed in this document. ISO and IEC maintain terminological databases for use in standardization at the following addresses: IEC Electropedia: available at http:/www.electropedia.org/ ISO Online browsing platform: available at http:/www.iso.org/obp 4 Abbreviations In this document, the following abbreviations apply according to Table 3. Table 3 Used abbreviations Abbrev