Transcript Northern European UBL 2.0 Subset working group commerce/e-procurement

Northern European UBL 2.0
Subset working group
first steps to large scale cross border ecommerce/e-procurement
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Why set up this working group?
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Window of opportunity
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Many countries/EU are focusing on e-invoice/e-ordering/ecatalogues
We regard UBL 2.0 as having the largest potential to realize large
scale cross border at this point in time
Possibility to influence and promote the international UBL 2.0
process – adoption of UBL in UN/CEFACT
Common Northern European Subset can:
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Reduce problems of interoperability on message level
Facilitate large scale cross border e-trade (B2B/B2G)
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Background for working group
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Danish law on the use of e-invoice (OIOXML) based on UBL 0.7 potential expansion of law to include e-order based on UBL 2.0
Swedish recommendation to use the UBL 1.0 based Svefaktura
Nordic workshops in May and November 2005 on UBL and einvoice lead to December meeting (Sweden and Denmark). Two
working groups were established
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UBL 2.0 subset group (weekly meetings till October 2006)
ICT architecture working groups (meeting in March)
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cross border trade - Transportation of messages, eID, company
dossier
Norway, Finland, England and Iceland have joined the UBL
subset working group later
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Purpose
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The purpose of the development of the Northern European
subset is to facilitate harmonisation of different types of eprocurement documents in countries that are already using UBL
or that contemplate using UBL 2.0 documents.
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The intention is to facilitate interoperability and practical use of ecommerce both in domestic and cross border trade.
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This provides an opportunity to base e-procurement documents and
processes on a coordinated Northern European subset.
Even if the participants in the working group are mainly from the
public sector, the group will try to include both business-to-business
and business-to-government e-commerce/e-procurement in its work.
The purpose of working group is also to contribute with its work
to the international UBL 2.0 process.
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Participants
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Denmark
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Norway
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OGC buying solutions under Office of Government Commerce
Finland
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Single Face To Industry (SFTI), the public sector initiative in Sweden to promote e-business by the
Swedish National Financial Management Authority (ESV), Swedish Association of Local Authorities
and Regions (Sveriges Kommuner och Landsting), and Swedish Administrative Development
Agency (Verva)
England
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Norwegian Ministry of Government Administration and Reform eProcurement Secretariat
(www.ehandel.no)
e2b Forum (an e-invoicing initiative in the private sector supported by the government www.e2b.no).
Sweden
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Danish Ministry of Science, Technology and Innovation (VTU),
Danish IT and Telecom Agency (ITST)
State Treasury
Tieke Finnish Information Society Development Centre
Island
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The Financial Management Authority (Fjársýsla Ríkisins).
Iceland Committtee on e-business and Trade Procedures" ICEPRO
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Public – private sector relationship
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The working group will strive to full fill the following objectives in
their work to support the public sector's seamless commercial
interactions with its suppliers and software providers:
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ensure the integrity of procurement data for fiscal and management
information purposes
participate in activities to form an agreed standard for procurement
transactions (e.g. ISO) and ensure that public sector sponsored
systems and other relevant software providers will be able to comply
at a minimal cost when this is agreed
allow suppliers and other interested parties to be involved in the
review process
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Primary goals
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To establish a subset of UBL 2.0, which defines our needs of
domestic and cross border trading, and takes into consideration
both business-to-business and business-to-government
scenarios. In this context, the subset includes
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schemas,
business rules and the
relevant scenarios of use
To support and influence the development of UBL 2.0 in terms of
making the results of the working group part of the international
UBL 2.0 process.
To promote international recognition and usage of UBL 2.0,
including a promotion of UBL adoption in UN/CEFACT.
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Deliverables
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Develop processes based on a common subset, which
describes the domestic procedures as well as cross border trade
etc.
Establish a common subset of the UBL schemas that express
the expansions and restrictions agreed by the representatives
Formulate a set up for a common and local validation of the
UBL 2.0 schemas expressed in Schematron
Formulate common business rules and recommendations,
which the representatives can agree on and which are not
expressed in the schemas.
Develop guidelines for the use of UBL.
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Project plan
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Defined in ToR
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The first working group meeting was held on January 4-5th 2006 in
Copenhagen.
The deliverables are to be completed no later than October 1st.
2006.
Proposed overall schedule
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Business Processes supported
No
Country having an interest
Scenario
Business Process/Scenario
DK
SE
NO
FI
IS
UK
Country prepared to
commit resources
Lead
1
Stand alone Invoice
Y
Y
Y
Y
Y
Y
SE, NO
SE
2
Stand alone Invoice with Credit Note
Y
Y
Y
Y
Y
Y
SE, NO
SE
5
Order, Simple Response (positive), Invoice
Y
Y
Y
Y
Y
Y
DK, SE, NO
DK
14
Order and Simple Response
Y
Y
(Y)
Y
Y
Y
DK, SE
DK
7
Stand alone Order
Y
Y
Y
Y
Y
SE
SE
17
Establish Catalogue
Y
Y
Y
DK, NO
NO
18
Price update
Y
Y
Y
DK, NO
NO
20
Item update
Y
Y
Y
DK, NO
NO
6
Order, Invoice
Y
Y
Y
DK, SE
9
Withdraw Order
Y
(Y)
Y
Y
DK
21
Self Billed Invoice
Y
(Y)
Y
Y
DK
8
Order, Order Response (positive), Invoice
Y
Y
Y
DK, NO
11
Counter offer with reject
Y
(Y)
Y
DK
13
Counter offer with explicit acceptance
Y
(Y)
Y
DK
23
Requested Price update
Y
12
Counter offer with implied acceptance
Y
10
Change Order
Y
15
Dispatch Advice
22
Self Billed Invoice with Self Billed Credit
Note
Y
Y
Y
DK
(Y)
Y
Y
Y
Y
Y
Y
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The vision of the project – phase I: 2006
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Focus on the “basic procurement process”
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Private sector involvement in subset group:
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Catalogue – Order - Invoice
Denmark: Sektorstandardiseringsudvalget
Sweden: support group for SFTI
Norway: e2b forum
Potential preparation for Phase II
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Potential Phase II (2007 - 2008)
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Cross border pilot between few countries to identify and solve
practical, technical and legal issues
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Working groups
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based on EU-work already done
different cross border pilots
but with focus on scalebility and flexibility
Technical/legal group(s)
Steering group (private/public sector of pilot countries)
Reference group (all interested countries/organisations)
Tests with companies and public sector institutions
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Potential Phase III (2008 – 2010)
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Large scale cross border trade between multiple countries
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Interoperable solution to common problems
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B2G
B2B
eID
Company dossier
Transportation
The results of the different phases can stand alone
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