CEN/TR 17017-101:2018
(Main)Electronic public procurement - Business interoperability interfaces (BII), e-Fulfilment - Part 101: Overview
Electronic public procurement - Business interoperability interfaces (BII), e-Fulfilment - Part 101: Overview
This document provides an overview of standards in the set Business Interoperability Interfaces (BII) for public procurement. It covers the first part of the e- procurement chain. BII focus on exchange of information between business partners. This brings in scope all electronic communication between a contracting authority and an economic operator. Back-office information processing is out of scope.
To ensure interoperability each electronic communication will be described as follows:
- A choreography describes the sequence of transactions;
- A transaction describes all information elements exchanged between business partners;
- A syntax implementation guideline (SIG) provides the syntax bindings needed to implement the transaction
- A procurement procedure guideline identifies the position of the transactions in a procedure.
Elektronisches öffentliches Beschaffungswesen - Schnittstellen für Geschäftsinteroperabilität (BII), e-Fulfillment - Teil 101: Überblick
Marché public électronique - Interfaces d'interopérabilité commerciale (BII), Exécution électronique - Partie 101 : Principes généraux
Elektronska javna naročila - Vmesnik za poslovno interoperabilnost (BII), e-izpolnjevanje - 101. del: Pregled
Ta dokument zagotavlja pregled standardov v sklopu Vmesnikov za poslovno interoperabilnost (BII) za javno naročanje. Zajema prvi del verige elektronskih naročil. BII se osredotoča na izmenjavo informacij med poslovnimi partnerji. To združuje celotno elektronsko komunikacijo med naročnikom in gospodarskim subjektom. Obdelava informacij zalednih pisarn ne spada na področje uporabe tega standarda.
Da se zagotovi interoperabilnost, bo vsaka elektronska komunikacija opisana, kot sledi:
– koreografija opisuje zaporedje transakcij;
– transakcija opisuje vse informacije, izmenjane med poslovnimi partnerji;
– smernica za izvajanje sintakse (SIG) zagotavlja vezave sintakse, ki so potrebne za izvedbo transakcije.
– smernica za postopek javnega naročanja opredeljuje položaj transakcij v postopku
General Information
Buy Standard
Standards Content (Sample)
SLOVENSKI STANDARD
01-oktober-2018
(OHNWURQVNDMDYQDQDURþLOD9PHVQLN]DSRVORYQRLQWHURSHUDELOQRVW %,, H
L]SROQMHYDQMHGHO 3UHJOHG
Electronic public procurement - Business interoperability interfaces (BII), e-Fulfillment -
Part 101: Overview
Elektronisches öffentliches Beschaffungswesen - Schnittstellen für
Geschäftsinteroperabilität (BII), e-Fulfillment - Teil 101: Überblick
Ta slovenski standard je istoveten z: CEN/TR 17017-101:2018
ICS:
03.100.10 Nabava. Dobava. Logistika Purchasing. Procurement.
Logistics
35.240.20 Uporabniške rešitve IT pri IT applications in office work
pisarniškem delu
35.240.63 Uporabniške rešitve IT v IT applications in trade
trgovini
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
CEN/TR 17017-101
TECHNICAL REPORT
RAPPORT TECHNIQUE
July 2018
TECHNISCHER BERICHT
ICS 03.100.10; 35.240.20; 35.240.63
English Version
Electronic public procurement - Business interoperability
interfaces (BII), e-Fulfilment - Part 101: Overview
Marché public électronique - Interfaces Elektronisches öffentliches Beschaffungswesen -
d'interopérabilité commerciale (BII), Exécution Schnittstellen für Geschäftsinteroperabilität (BII), e-
électronique - Partie 101 : Principes généraux Fulfillment - Teil 101: Überblick
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, Bulgaria, 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, Switzerland,
Turkey and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR 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 Ref. No. CEN/TR 17017-101:2018 E
worldwide for CEN national Members.
Contents Page
European foreword . 3
Introduction . 4
1 Scope . 8
2 Normative references . 8
3 Terms and definitions . 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
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 prepared, 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 consistent 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 choreography, 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
guidelines 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-series: 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, providing a set of
specifications outlining business choreography, transaction, syntax binding specifications and
guidelines required to support the e-Delivery processes.
Introduction
The objective of the work in CEN/TC 440, Electronic public procurement, 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 facilitate end-to-end e-Procurement including 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 operators 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 exchange
Planning Planning of milestones and electronic tracking of the
achievements.
e-Notifying Information exchange, publication and • Prior Information Notice
dissemination of notices related to procurement
• Contract Notice
opportunities such as Prior Information Notices,
• • Contract Award Notice
Contract Notices and Contract Award Notices.
e-Discovery Search for interesting business opportunities on a • Search notice query
publication portal. transaction
• • Notice metadata
transaction
e-Access Electronic access to tender documents and • Express Interest in Call for
specifications, including electronic access to Tenders
supporting documents for suppliers in the
• Call for tender
preparation of a Tender response, e.g. clarifications,
• European Single Procurement
questions and answers. This includes expressing
Document (ESPD)
interest in a business opportunity to be listed in the
• Pre-award Catalogue Request
procurement procedure.
• • Question and answers
The concept of end-to-end procurement is further elaborated in COM(2013) 453 final on end-to-end e-
Procurement to modernise public administration [6]
It should be noted that the business transactions listed are examples only and does not constitute the full list of
relevant business transactions.
Pre-award
e-Submission Secure submission of tenders and/or catalogues in • Tender
electronic format to the contracting body
• Virtual Company Dossier
(contracting authority/ contracting entity), which
• European Single Procurement
can receive and process it in compliance with
Document (ESPD)
applicable legal requirements.
• Pre-award Catalogue
e-Evaluation Evaluation of the electronic tenders and/or • Clarification questions and
catalogues received by the contracting body answers
following the closing deadline of a tender
competition, including electronic exchange to
enable the clarification of tender content by
evaluations.
e-Awarding Information exchange regarding award of the • Additional information
contract, including electronic exchange to support
tenderers requesting additional information about
the result of the procedure.
e-Contract Signing, enactment of a contract / agreement and • Draft Contract
possibly its related catalogue through electronic
• Signed Contract
means between the contracting bodies and the
• Catalogue Request
winning tenderer(s), as well as the signing of
• Catalogue
contract amendments and possibly their related
catalogue.
Table 2 — Business areas in the post-award phase of public e-Procurement
Business Areas Example information exchange
e-Quoting Activities preparatory to issuing an order. including • Request for Quotation
the exchange of electronic messages with winning
• Quotation
tenderers who have signed a framework agreement
• Punch-out
with the contracting body, a request for quotation and
the response to the quotation (e.g. framework
agreements with reopening competition), etc.
e-Ordering Issuing of an electronic order by the contracting body • Order
and its acceptance by the supplier or conversely
• Order Confirmation
issuing of an electronic order agreement by the
supplier.
e-Fulfilment Electronic exchange of information that enable • Despatch Advice
monitoring the execution of the order or the contract.
• Receiving Advice
e-Invoicing Issuing, sending, receiving and processing invoices • Invoice
and billing data.
• Credit Note
e-Payment Financial payment involving currency transfer
between a contracting body and a supplier.
Supplier and Management of supplier relationships and contracts,
contract including archiving.
management
Post-award
The aim of CEN/TC 440 is to provide a focused and coordinated approach to 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.
“Digital 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
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 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 cross–platform interoperability to allow economic operators to select the
platform of their choice and still 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 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 interoperability 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 between
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 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 represented in a specific syntax;
• Guidelines, providing additional guidance on specific topics.
It should be noted that CEN/TC 440 deliverables do not provide the full legal framework enabling
business partners to
...
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