oSIST prEN 17015-1:2023
(Main)Electronic Public Procurement - Catalogue - Part 1: Choreographies
Electronic Public Procurement - Catalogue - Part 1: Choreographies
This document provides specifications on business processes for exchanging an electronic product catalogues (“catalogues”) as part of the business processes in the post-award area and pre-award area (partially), so that catalogues can serve as a basis for placing orders as well as evaluating tenders. The key aspects covered by this choreography specification:
• Processes for submitting catalogues from the selling to the buying side;
• Processes for submitting catalogue-related data as part of tendering processes.
Transaction used in the specified choreographies are out of scope. These transactions are specified in the related transaction specification on “Catalogue Transactions”.
Elektronisches öffentliches Beschaffungswesen - Katalog - Teil 1: Choreographien
Dieses Dokument enthält Choreographiespezifikationen für den Austausch eines elektronischen Produktkata
logs („Kataloge“) im Rahmen der Geschäftsprozesse vor und nach der Vergabe, sodass Kataloge als Grundlage für Bestellungen sowie für die Beurteilung von Angeboten dienen können. Die von dieser
zifikation abgedeckten zentralen Aspekte sind:
- Prozesse zur Übermittlung von Katalogen von der Verkäufer- zur Käuferseite;
- Prozesse zur Übermittlung von katalogbezogenen Daten im Rahmen eines Angebotsprozesses;
- Prozesse zur Integration von Beschaffungssystemen auf der Verkäuferseite.
In den festgelegten Choreographien verwendete Transaktionen liegen außerhalb des Anwendungsbereichs. Diese Transaktionen sind in der einschlägigen prEN17015-2: -1 festgelegt. Die Beziehung zwischen den Cho
reographien und der Transaktion ist in Abschnitt8 beschrieben.
Der Identifikator dieses Choreographiendokuments ist prEN17015-1:-1.
Wie die Konformität mit dieser Choreographie beansprucht wird, ist im Abschnitt „Beanspruchung der Kon
formität“ jeder Choreographie beschrieben.
Passation électronique des marchés publics - Catalogue - Partie 1 : Chorégraphies
Le présent document fournit des spécifications concernant les chorégraphies utilisées pour échanger des catalogues de produits électroniques dans le cadre de procédures commerciales, que ce soit dans le domaine de la pré-adjudication ou de la post-adjudication, afin que les catalogues puissent servir de base pour passer des commandes et pour évaluer des offres. Les principaux aspects couverts par cette spécification sur les chorégraphies sont les suivants :
⎯ les procédures de soumission des catalogues tant au niveau du vendeur qu'au niveau de l'acheteur ;
⎯ les procédures de soumission de données relatives au catalogue dans le cadre de procédures d'appel d'offres ;
⎯ les procédures d'intégration des systèmes de passation de marchés du côté du vendeur.
Les transactions utilisées dans des chorégraphies spécifiques ne relèvent pas du présent domaine d'application. Ces transactions sont spécifiées dans le projet de norme prEN 17015-2:-1 associé. La relation entre les chorégraphies et les transactions est décrite à l'Article 8.
Le présent document sur les chorégraphies est identifié par la référence prEN 17015-1:-1.
Le paragraphe « Déclaration de conformité » de chaque chorégraphie indique les critères à respecter pour revendiquer la conformité à cette chorégraphie.
Elektronska javna naročila - Katalog - 1. del: Koreografije
General Information
Standards Content (Sample)
SLOVENSKI STANDARD
oSIST prEN 17015-1:2023
01-februar-2023
Elektronska javna naročila - Katalog - 1. del: Koreografije
Electronic Public Procurement - Catalogue - Part 1: Choreographies
Elektronisches öffentliches Beschaffungswesen - Katalog - Teil 1: Choreographien
Passation électronique des marchés publics - Catalogue - Partie 1 : Chorégraphies
Ta slovenski standard je istoveten z: prEN 17015-1
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
oSIST prEN 17015-1:2023 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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oSIST prEN 17015-1:2023
DRAFT
EUROPEAN STANDARD
prEN 17015-1
NORME EUROPÉENNE
EUROPÄISCHE NORM
November 2022
ICS 35.240.63
English Version
Electronic Public Procurement - Catalogue - Part 1:
Choreographies
Passation électronique des marchés publics - Catalogue Elektronisches öffentliches Beschaffungswesen -
- Partie 1 : Chorégraphies Katalog - Teil 1: Choreographien
This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee
CEN/TC 440.
If this draft becomes a European Standard, CEN members are bound to comply with the CEN/CENELEC Internal Regulations
which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.
This draft European Standard was established by CEN in three official versions (English, French, German). A version in any other
language made by translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC
Management Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and
United Kingdom.
Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are
aware and to provide supporting documentation.
Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without
notice and shall not be referred to as a European Standard.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2022 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN 17015-1:2022 E
worldwide for CEN national Members.
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Contents Page
European foreword . 4
Introduction . 5
1 Scope . 6
2 Normative references . 6
3 Terms and definitions . 6
4 Business Environment and high-level business requirements . 9
4.1 Choreographies (business) Goals . 9
4.2 Business environment . 9
4.2.1 Introduction . 9
4.2.2 Business context . 9
4.2.3 Positioning in EIRA . 10
4.3 Key roles . 11
4.4 High-level business process requirements . 12
5 Choreography Catalogue . 13
5.1 Introduction . 13
5.2 Business processes . 13
5.2.1 High-level business process variants requirements . 14
5.2.2 Claiming conformance . 15
5.3 Business process variant A – Catalogue With Response . 15
5.3.1 Business process variant A requirements . 15
5.3.2 Business process variant A state machine diagram [Informative] . 15
5.3.3 Business process variant A definition . 15
5.3.4 Business process variant A scenarios . 17
5.3.5 Business process variant A business rules . 17
5.3.6 Business process variant A key examples [Informative] . 18
5.4 Business process variant B – Catalogue Without Response . 18
5.4.1 Business process variant B requirements . 18
5.4.2 Business process variant B state machine diagram [Informative] . 19
5.4.3 Business process variant B definition . 19
5.4.4 Business process variant B scenarios . 20
5.4.5 Business process variant B business rules . 20
5.4.6 Business process variant B key examples [Informative] . 21
6 Choreography Pre-award catalogue . 21
6.1 Introduction . 21
6.2 Business processes variants . 22
6.2.1 General. 22
6.2.2 High-level collaboration variants requirements . 22
6.2.3 Claiming conformance . 22
6.3 Business variant C – Simple Pre-award Catalogue . 23
6.3.1 Business process variant C requirements . 23
6.3.2 Business process variant C state machine diagram [Informative] . 23
6.3.3 Business process variant C definition . 23
6.3.4 Business process variant C scenarios . 24
6.3.5 Business process variant C business rules . 24
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6.3.6 Business process variant C key examples [Informative] - Example 1 . 24
6.4 Business process variant D – Advanced Pre-award Catalogue . 25
6.4.1 Business process variant D requirements . 25
6.4.2 Business process variant D state machine diagram [Informative] . 25
6.4.3 Business process variant D definition . 25
6.4.4 Business process variant D scenarios . 27
6.4.5 Business process variant D business rules. 27
6.4.6 Business process variant D key examples [Informative] - Example 1 . 27
7 Choreography External Catalogue . 28
7.1 Introduction . 28
7.2 Business process variants . 28
7.2.1 General . 28
7.2.2 High-level collaboration requirements . 29
7.2.3 Claiming conformance . 29
7.3 Business process variant E – Punch-out . 29
7.3.1 Business process variant E requirements . 29
7.3.2 Business process variant E state machine diagram [Informative] . 29
7.3.3 Business process variant E definition . 29
7.3.4 Business process variant E scenarios . 30
7.3.5 Business process variant E rules . 31
7.3.6 Business process variant E key examples [Informative] - Example 1 . 31
8 Transactions involved . 31
8.1 Summary . 31
8.1.1 General . 31
8.1.2 Catalogue Provider sends Catalogue (BC-17015-1:202x-1) . 32
8.1.3 Catalogue Receiver sends Catalogue Response (BC-17015-1:202x-2) . 33
8.1.4 Catalogue Receiver sends Pre-award Catalogue Request (BC-17015-1:202x-3) . 33
8.1.5 Catalogue Provider sends Pre-award Catalogue (BC-17015-1:202x-4) . 34
8.1.6 Seller sends Shopping-cart (BC-17015-1:202x-5) . 35
Annex A (informative) Overview of the clauses and subclauses which fall under derivative
use . 37
Bibliography . 38
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European foreword
This document (prEN 17015-1:2022) has been prepared by Technical Committee CEN/TC 440
“Electronic Public Procurement”, the secretariat of which is held by DIN.
This document is currently submitted to the CEN Enquiry.
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.
• 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.
The terms “shall”, “shall not”, “should”, “should not”, “may”, “need not” “can” and “cannot” are interpreted
1
according to the CEN-CENELEC internal regulations Part 3:2022, Annex H .
1 https://boss.cen.eu/reference-material/refdocs/pages/
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Introduction
Derivative use pilot
This publication falls under a CEN-CENELEC pilot on derivative use (as approved by the CEN/CA
(Administrative Board) through decision 38/2019).
CEN has the copyright to all CEN publications, including their entire content and associated metadata, as
described in CEN-CENELEC Guide 10 “Policy on dissemination, sales and copyright of CEN-CENELEC
Publications”. However, through the derivative use pilot, CEN gives permission to the copying, replication
and translation of content from a CEN/TC 440 deliverables in specific circumstances.
Under the derivative use pilot, specific sections of CEN/TC 440 publications may be copied, replicated
and translated in cases, where this is a necessary condition for the meaningful implementation of the
publication. The sections which fall under derivative use will typically be elements, such as semantic
definitions and rules related to the use of information elements, and the name, definition and description
of processes and transactions, which are needed in software solutions, whether intended for sale in the
private market or for use in the public sector, and documents guiding the implementation and use in
specific countries and/or business sectors.
Under derivative use, any use of content, which has been copied, replicated, or translated from a CEN/TC
440 publication, comply with the intended use of the publication. Derivative use cannot be applied in use
cases other than those the publication is intended to support. The intended use of this publication is set
out below
Intended use of this publication
This document has been developed for any organization looking for guidance on the implementation and
use of electronic procurement deliverables as well as for organizations developing or implementing
software applications related to electronic procurement, such as software providers, business entities
and national authorities. These software applications are in conformance with this publication.
Parts of the document to which derivative use apply
Each subclause, which falls under derivative use, will be clearly marked with a note. The degree to which
the specific content can be modified, is defined in CEN/TS 17011-3:20xx Electronic Public Procurement
– Architecture – Part 3: Customization Guideline.
Annex A provides an overview of the line number references to all subclauses of the publication which
fall under derivative use.
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1 Scope
This document provides choreography specifications for exchanging an electronic product catalogue
(“catalogues”) as part of the business processes in the pre-award and post-award area, so that catalogues
can serve as a basis for placing orders as well as evaluating tenders. The key aspects covered by this
choreography specification:
— Processes for submitting catalogues from the selling to the buying side
— Processes for submitting catalogue-related data as part of a tendering processes
— Processes integrating sell-side procurement systems
Transaction used in the specified choreographies are out of scope. These transactions are specified in the
1
related prEN 17015-2:- . The relationship between the choreographies and the transaction is described
in Clause 8.
1
The identifier of this choreographies document is prEN 17015-1:- .
How to claim conformance to this choreography is described in the “Claiming conformance” section of
each choreography.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
2
FprCEN/TS 17011-1:- , Electronic Public Procurement - Architecture - Reference Architecture Overview.
3
FprCEN/TR 17011-2:- , Electronic Public Procurement - Architecture – Procurement Innovation
Guideline.
4
FprCEN/TR 17011-3:- , Electronic Public Procurement - Architecture - Customization Guideline
5
prEN 17015-2:- , Electronic Public Procurement – Catalogue – Part 2: Transactions
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
• IEC Electropedia: available at https://www.electropedia.org/
• ISO Online browsing platform: available at https://www.iso.org/obp
3.1
agent
person, an organization, or a system that act in procurement or have the power to act in procurement
[SOURCE: eProcurement Ontology]
2
to be published
3
to be published
4
to be published
5
to be published
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3.2
business process
sequence or network of activities and Collaborations between two or more agents
3.3
business process variant
specification of a Business Process belonging to a Choreography
Note 1 to entry: Different variants may support different electronic information exchange or collaborations. Agents
may publicly advertise their capability to support one or more variants in an automated fashion.
3.4
buyer
role of an agent that awards a contract and/or purchases items
Note 1 to entry: In pre-award, the buyer generally awards the contract, however future purchasers may be
foreseen. In post-award the buyer generally refers to the purchaser of items.
[SOURCE: eProcurement Ontology]
3.5
catalogue
document describing a set of items offered for purchase that can be processed in an electronic way
Note 1 to entry: The terms “eCatalogue” and “Post-award Catalogue” are synonyms for this term.
[SOURCE: eProcurement Ontology]
3.6
catalogue provider
role of an agent compiling and supplying a catalogue
Note 1 to entry: The catalogue provider role is usually played by the agent that acts as a seller, or by another agent
that acts on behalf of the seller.
[SOURCE: eProcurement Ontology]
3.7
catalogue receiver
role of an agent processing a catalogue
Note 1 to entry: The catalogue receiver may not only receive it but also validate it, process it, etc. The catalogue
receiver role is usually played by the agent that acts as a buyer, or by another agent that acts on behalf of the buyer.
[SOURCE: eProcurement Ontology]
3.8
catalogue response
single message from the Catalogue Receiver to the Catalogue Provider on the acceptance of the related
Catalogue sent by the Catalogue Provider
[SOURCE: eProcurement Ontology]
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3.9
choreography
set of Business Processes having the same goals
3.10
collaboration
interaction between two or more agents that result in the exchange of data between the agents involved
as part of a business process
3.11
item
single product or service
Note 1 to entry: An item can be an atomic thing or a composition of things that together are seen as a unit, e.g. a
tetrabrik of milk or an indivisible package of six tetrabriks.
[SOURCE: eProcurement Ontology]
3.12
pre-award catalogue
catalogue that is submitted as a tender in response to a call for tenders
3.13
pre-award catalogue request
document describing the requirements on items to be tendered and on the catalogue that should be
submitted as a tender
3.14
role
part played by an agent in a particular business process, including its responsibilities (options and
obligations) to perform certain activities and collaborations in that business process
Note 1 to entry: The role is used to show the division of labour and responsibility amongst the agents involved in
the process or within the organization of an Agent.
[SOURCE: eProcurement Ontology]
3.15
seller
role of an agent legally responsible for providing goods and services bought by a Buyer
[SOURCE: eProcurement Ontology]
3.16
state
set of options and obligations of the participating agents at a defined step in a business process to perform
specific activities and collaborations
Note 1 to entry: An activity of an agent or a collaboration may cause the transition of one state to another in a
predefined set of next steps.
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3.17
transaction
content of data exchanged or shared between the agents in a collaboration
Note 1 to entry: A transaction is the atomic unit that leads to a synchronized state in the information systems of
collaborating agents. It is the basic building block to define the choreography between agents. When an agent
recognizes an event that changes the state of a business object within a business process, it uses a transaction to
synchronize with the collaborating agent. A transaction therefore changes the state of a business process. It carries
the intention of the initiating agent and is represented by a data structure that is defined by a data model. The
exchange of a transaction may alter legal obligations between business partners.
4 Business Environment and high-level business requirements
4.1 Choreographies (business) Goals
The business goals supported by implementing these choreographies are described in Table 1:
Table 1 — Business goals
ID Description
G-17015–1:202X-1 Facilitate the comparison of items on the buying side.
G-17015–1:202X-2 Simple storage and automated maintenance of item information on the buying
side.
G-17015–1:202X-3 Correct identification and pricing of items in the ordering processes and
tendering processes.
G-17015–1:202X-4 Enable Sellers to provide tailored item and price information.
The main business benefits to be gained by implementing these choreographies are described in Table 2:
Table 2 — Main business benefits
ID Description
B-17015–1:202X-1 Enables the optimization and automation of the order process the order can
be based on the sellers/providers own item information, in particular the item
identification.
B-17015–1:202X-2 Facilitates preparing of orders.
4.2 Business environment
4.2.1 Introduction
The intended scope for these choreographies includes public procurement, but the choreography may
also be used in Business to Business (B2B) relations.
The choreographies is intended to support transmission of electronic documents for processing in (semi-
) automated processes. The legal requirements that were taken into account are requirements from
European legislation, particularly the EU directives, as mentioned in the bibliography section of this
document.
The list of the transactions being part of this choreography is defined in Clause 8.
4.2.2 Business context
The choreographies specified in this document belong to the pre- and post-award area as shown in
Figure 1:
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Figure 1 — Position of the catalogue choreographies in the procurement process
4.2.3 Positioning in EIRA
EIRA provides a reference model that enables architects to position the IOP specifications. This document
provides a domain-specific IOP specification to which any SBB implementing the ABB should be
compliant to. The positioning of this document in the EIRA context is described in Table 3.
IOP specifications provide a valuable source of information to formulate requirements during
architecture development and solution development. By identifying architectural building blocks
through a common terminology it;
helps reuse of cross domain building blocks such for instance e-Signature Verification and Validation
Service, and e-Timestamp Creation Service,
helps synchronisation and alignment with large scale pilots such as eSense, or European solution such as
CEF eDelivery
and will provide guidance in using them to provide the prescribed capability enabling, thus managing
and rationalizing IT portfolios.
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Table 3 — Position in EIRA
EIRA ID Title Domain Interface Scope Modality
• e-procurement
CEN/EN Electronic Public Procurement Machine/Cu Endorsing
extension of
Procurement – stomer
17015-
ABB176
Ordering –
Machine/Su
1:20xx
Organisational
Choreographies
pplier
Interoperability
Specification
• e-procurement
extension of ABB12
Business
Capability,
• e-procurement
extension of
ABB170 Exchange
of Business
Information
• E-procurement
extension of ABB16
Business Rule
4.3 Key roles
The following key roles participate in this Choreography, acting in the roles as defined in Table 4 and
Figure 2 below.
Table 4 — Key roles involved in Catalogue choreographies
Key Role Description
Buyer See Terms and Definitions: 3.4
Seller See Terms and Definitions: 3.15
Catalogue Provider See Terms and Definitions: 3.6
Catalogue Receiver See Terms and Definitions: 3.7
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Figure 2 — Catalogue choreographies and roles
4.4 High-level business process requirements
Based on the goals and scope of the choreographies the following set of high-level requirements is found.
Each requirement is connected to a goal. Key examples for each collaboration variant are provided as
well (see Table 5).
Table 5 — High-level business process requirements
Req. ID Requirement statement Ref. to goal
HLR-17015–1:202X-1 For each choreography different variants supporting G-17015–1:202X-4
different levels of maturity shall be provided.
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5 Choreography Catalogue
6
5.1 Introduction
In order to encompass the various maturity levels of organisations (see HLR-17015-101-9), the approach
is to specify variants of business processes that use a set of activities around exchanging information in
different combinations.
The state machine diagrams depicted in Figure 3 provides information on the common states for systems
to get in agreement.
Figure 3 — Catalogue state machine diagram [Informative]
7
5.2 Business processes
Two variants are identified as reported in the following table. They allow for supporting differen
...
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