E-procurement technologiesState of affairs

Harm Jan van Burg

| 22 November 2014

Inhoud

• Standards:– Cen BII– ISO/IEC DIS 19845 (UBL

2.1)– UN/CEFACT XML &

UN/EDIFACT• Communities of Use:

– Peppol• UN/CEFACT

Business Interoperability Interfaces for public procurement in Europe (CEN WS/BII)

• BII is the only CEN workshop focused on the end-to-end public procurement cycle

• BII standardises e-Procurement processes and documents

• BII supports EU-wide interoperability: the ability to exchange business information effectively

• Our members are procurement experts from EU public and private sectors which contribute to define common requirements

The vision of the BII Workshop is that all organizations – independent of whether they are public or private and whatever their size and nationality - are enabled to conduct electronic business in an effective and efficient manner, significantly lowering costs for transaction processing.

The CEN WS/BII Workshop mission is to spread and facilitate the use of e-procurement standards by suppliers and buyers, and especially public administrations, by: identifying requirements (including legal) regarding e-procurement

standards; providing a general framework for the organizational and semantic

levels of interoperability for the electronic procurement documents; supporting the implementation of commonly applied international e-

procurement standards; providing organizational support to ensure the governance and

maintenance for those requirements.

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• BII develops technical specifications - “BII profiles” - documented as CEN Workshop Agreements (CWAs):

• Agreements on message contents and business processes• Remove the need for bilateral agreements through conformance• Allow for modular implementation in any IT system• Focus on semantics, providing syntax binding to ISO 19845 (UBL)

and UN/CEFACT

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• CWA 16558• CWA 16559• CWA 16560• CWA 16561• CWA 16562

• CWA 16073

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Development of ISO/IEC DIS 19845Is a royalty-free library of 64 standard XML electronic business

documents created over 13 years of development by the OASIS OASIS Universal Business Language (UBL) technical committee.

Built on experience with EDI message sets and early XML marketplace vocabularies

Sponsored by several governments Supports EDI semantics while mapping directly to traditional paper

documentsPlugs into existing business, legal, auditing, and records management

practices with minimum disruptionAgnostic with respect to platform and web infrastructure

Traction of ISO/IEC DIS 19845 (OASIS UBL)• The current use cases cover:

– supply chain processes (such as procurement)– freight and transport logistics – collaborative planning, forecasting and replenishment– vendor managed inventory.

• In use for national public procurement programmes in:– Denmark, Sweden, Norway, France, Austria,

Netherlands, Ireland, Italy, Poland, Turkey, Peru, Iceland, Panama

– European Commission (ePRIOR)– Pan-European Public Procurement (PEPPOL)

Sanction of ISO/IEC DIS 19845 (OASIS UBL)• UBL v2.1 was approved as an OASIS Standard in

November 2013.• In September 2014 UBL v2.1 was approved as a

draft International Standard by ISO/IEC (JTC1) as ISO DIS 19845.

• On October 31, 2014, the European Commission announced that all EU member nations may specify UBL format for use in public procurement.

PEPPOL• The PEPPOL project (2008-2012) was launched to address the key

e-Procurement challenges in Europe. It has been jointly funded by the EC and a consortium of 18 government agencies from 11 member states.

• “To enable businesses to communicate electronically with any European government institution in the procurement process, increasing efficiencies and reducing costs.”

• Now operated by OpenPEPPOL AISBL,with more than 100 participating organizatons.

• PEPPOL’s Business Interoperability Specifications are based on CEN BII Profiles using ISO 19845 (UBL) syntax.

Send preferred invoice standard

PEPPOL e-Invoicing network features

Sign ONE Agreement; Connect to ALL

NO ROAMING fees between PEPPOL Access Points

Open FOUR-corner model

Buyer Access Point receive PEPPOL BIS Invoice and translate

Supplier Access Point translate and validate PEPPOL BIS Invoice

Supplier Buyer

SML

SMP

Exchange of PEPPOL BIS Invoices

between Access Points

Receive preferred

invoice standard

Free to choose ANY Access Point (70+) in ANY country

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Look up function

Register

PEPPOL: the Future of Public Procurement

“Among the EU public-sector programs, PEPPOL is a rising star.

The adoption of PEPPOL by the UK’s Department of Health marks the largest organisation private or public of this international

standard”

Neelie Kroes

Former Vice-President of the European Commission responsible for the Digital Agenda

*Extract from the blog post: The future of public procurement?

The e-procurement landscape

Key challenges Lack of focus on the big

picture: the complete purchase-to-pay process resulting in single process oriented solutions

Multitude of standards and formats, resulting in need for conversion and increased cost and complexity

Closed networks, locked-in solutions and lack of interoperability, resulting in islands of e-Procurement”

The solution offered Focus on the complete process

and the critical phases, covering pre- and post-award processes

BII provides standard-based specifications for e-Procurement documents to be exchanged over the PEPPOL network

Open PEPPOL provides an open and secure network, as the backbone of the e-Procurement Infrastructure in Europe, connecting communities through Access Points

E-catalogue

Notification

Access Fulfilment Invoicingcall for tenderpreparation

Sourcing / Pre-awarding phases

Payment

Post-awarding phases

identifyneed

eSubmission Awarding Contract Ordering

Public procurement• End-to-end e-procurement

– COMMUNICATION FROM THE COMMISSION TO THE EUROPEAN PARLIAMENT, THE COUNCIL, THE EUROPEAN ECONOMIC AND SOCIAL COMMITTEE AND THE COMMITTEE OF THE REGIONS of June 26, 2013End-to-end e-procurement to modernise public administration

– http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=COM:2013:0453:FIN:EN:PDF

• The e-procurement directive– DIRECTIVE 2014/24/EU OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 26 February 2014 on

public procurement and repealing Directive 2004/18/EC – http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:32014L0024&from=EN

• The e-invoicing directive– DIRECTIVE 2014/55/EU OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 16 April 2014 on

electronic invoicing in public procurement– http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=OJ:JOL_2014_133_R_0001

• Electronic identifikasjon and trust services– REGULATION (EU) No 910/2014 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 23 July 2014 on electronic

identification and trust services for electronic transactions in the internal market and repealing Directive 1999/93/EC – http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:32014R0910&from=EN

BII and PEPPOL; hand-in-hand to implement e-procurement based on international standards

Implementation guidance

European business goals and

requirements

Standards

UN/CEFACTSIMPLE, TRANSPARENT AND EFFECTIVE PROCESSES

FOR GLOBAL BUSINESS.

Global business goals and

requirements

Implementations Communitybusiness goals and

requirements

Secure and interoperable e-procurements solutions

• BII Profiles, implemented through the PEPPOL BIS, allow for interoperability at the organizational level.

• BII Information Requirement Models, implemented through the PEPPOL BIS, allow for interoperability at semantic level.

• BII syntax binding and validation tools, as implemented on the PEPPOL Network, supports interoperability at technical level.

European Interoperability Framework v2.0

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Collaboration agreements need standardsStandards are fundamental to establishing agreements on business. Using standards creates certainty…

– and certainty enables trust.Using standards promotes interoperability

– Sharing information across communities‘open’ standards provide for independent governance

– long term sustainability

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United Nations Center For Trade Facilitation and Electronic Business

UN/CEFACT is working with Member States, standards-development organizations, and business to coordinate a framework of open standards that will create a secure, reliable and authenticated environment for international trade in the digital economy.

Legal Interoperability

Legislative Alignment

Organizational Interoperability

Organization/Process Alignment

Semantic Interoperability

Semantic Alignment

Technical Interoperability

Interaction & Transport

Political Context

Requirements for Interoperability

International Laws

WTO/UN recommendations

agreed business processes

agreed components

agreed documents

agreed syntax

Trade Agreements

Requirements for Trade Facilitation

agreed messaging protocol

Trade FacilitationRecommendations

Definecommon semantics

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UN/CEFACT recent activitiesWorking with experts round the globe to promote activities in E-

procurement.Providing set of core semantics and syntax solutions in UN/EDIFACT

and XML Next steps:Defining a new strategic initiative for CEFACT bringing together

global requirements for E- procurement initiatives

| 19 November 2014

Let us work together, share knowledge requirements and experiences

Thank you

www.uncefact.org