E-procurement technologies State 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 eprocurement standards; providing organizational support to ensure the governance and maintenance for those requirements. 4 • 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 • CWA 16073 • • • • • CWA CWA CWA CWA CWA 16558 16559 16560 16561 16562 5 Development of ISO/IEC DIS 19845 Is 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 documents Plugs into existing business, legal, auditing, and records management practices with minimum disruption Agnostic with respect to platform and web infrastructure 6 Traction of ISO/IEC DIS 19845 (OASIS UBL) • The current use cases cover: – – – – • In – supply chain processes (such as procurement) freight and transport logistics collaborative planning, forecasting and replenishment vendor managed inventory. 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. • PEPPOL e-Invoicing network features Sign ONE Agreement; Connect to ALL Open FOURcorner model NO ROAMING fees between PEPPOL Access Points Buyer Supplier Free to choose ANY Access Point (70+) in ANY country Look up function 1 2 SML Send preferred invoice standard Receive preferred invoice standard SMP Register Exchange of PEPPOL BIS Invoices between Access Points Supplier Access Point translate and validate PEPPOL BIS Invoice 4 3 Buyer Access Point receive PEPPOL BIS Invoice and translate 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 Sourcing / Pre-awarding phases Post-awarding phases Notification identifycall for tender Access need preparation eSubmission Awarding Contract Ordering Fulfilment Invoicing Payment E-catalogue 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 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, 2013 End-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 eprocurement based on international standards UN/CEFACT SIMPLE, TRANSPARENT AND EFFECTIVE PROCESSES FOR GLOBAL BUSINESS. Global business goals and requirements Standards European business goals and requirement s Implementation guidance Implementations Community business goals and requirement s 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 Collaboration agreements need standards Standards 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 16 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. 17 Requirements for Interoperability Political Context Legal Interoperability Legislative Alignment Organizational Interoperability Organization/Proces s Alignment Requirements for Trade Facilitation Trade Agreements International Laws WTO/UN recommendations Trade Facilitation Recommendations agreed business processes Semantic Interoperability agreed components Semantic Alignment agreed documents Technical Interoperability Interaction & Transport agreed syntax agreed messaging protocol Define common semantics UN/CEFACT recent activities Working with experts round the globe to promote activities in Eprocurement. 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 Let us work together, share knowledge requirements and experiences Thank you www.uncefact.org | 19 November 2014