eRequest Ontology Requirements Specification Document (ORSD)

eRequest

In the procurement domain, eRequest represents a document created by the Buyer to request an offer for goods and services from a Contractor within a Framework Agreement and direct awards for procurements below threshold (small scale procurement).

Roles involved

  • Buyer

  • Contractor

  • Offer Issuer

Activity description

  1. The Buyer sends a Request for Offer to the Contractor.

  2. The Contractor receives the Request for Offer and analyses it.

  3. The Offer Issuer issues and sends the Offer to the Buyer.

  4. The Buyer receives the Offer and analyses it.

  5. If the Offer is accepted, the Buyer writes the Contract/Order based on the Offer.

  6. If the Offer is not accepted, the Buyer will modify the Request for Offer accordingly and re-start the process.

Use cases

Use case Description Actors Flow

A Request for Offer is sent

The Buyer sends a Request for Offer to the Contractor.

Buyer, Contractor

The Buyer sends a Request for Offer to the Contractor.

An Offer is sent

The Offer Issuer issues and sends the Offer to the Buyer.

Offer Issuer, Buyer

The Offer Issuer issues and sends the Offer to the Buyer.

The Offer is accepted

The Buyer receives the offer and analyses it. the Buyer writes the Contract/Order based on the Offer.

Buyer

The Buyer receives the offer and analyses it. the Buyer writes the Contract/Order based on the Offer.

The Offer is not accepted

The Buyer receives the offer and analyses it. The Buyer may ask for modifications of the Request for Offer.

Buyer

The Buyer receives the offer and analyses it. The Buyer may ask for modifications of the Request for Offer.

User stories

Code Role User Story

REQ-1

Buyer

As a Buyer, I want to send a request for offer

REQ-2

Buyer

As a Buyer I want to have access to the Offer

REQ-3

Buyer

As a Buyer I want to be able to analyse the Offer

REQ-4

Buyer

As a Buyer I want to be able to send an Order/Contract to the Contractor

REQ-5

Contractor

As a Contractor

REQ-6

Contractor

As a Contractor

REQ-7

Offer Issuer

As an Offer Issuer I want to be able to send the Offer to the Buyer.

REQ-8

Buyer

As the Buyer I need to be able to see the issue date of the Offer

REQ-9

Buyer

As the Buyer I need to be able to view the total amount of the Offer

REQ-10

Buyer

As the Buyer I need to be able to view information about the line(s) in the Offer.

Natural Language Statements

  1. The Buyer may ask for modifications of the Request for Offer?

  2. The Buyer sends the Request for Offer.

  3. The Buyer analyses the offer.

  4. The Buyer either accepts or rejects the Offer.

  5. The Contractor analyses the Request for Offer.

  6. The Offer Issuer issues the Offer.

  7. The Offer Issuer sends the Offer to the Buyer.

  8. The Request for Offer is a document.

  9. The Request for Offer may have a Sender Identifier.

  10. The Request for Offer may have a UUID Identifier.

  11. The Request for Offer *must have *an Issue Date

  12. The Request for Offer may have an Issue Time

  13. The Request for Offer may have a due date for submission

  14. The Request for Offer may have a currency that the Seller will use to price the Offer.

  15. The Request for Offer must have a number of Request for Offer Lines in this document

  16. The Request for Offer mentions the Contractor

  17. The Request for Offer may have a validity period.

  18. The Request for Offer may have a reference to a Catalogue on which it is based.

  19. The Request for Offer may have an additional document reference

  20. The Request for Offer may have a signature.

  21. The Request for Offer may mention a delivery or many deliveries.

  22. The Request for Offer may have a set of delivery terms associated with this document.

  23. The Request for Offer may have a country of destination of potential orders (for customs purposes).

  24. The Request for Offer may be associated with a contract.

  25. The Request for Offer must specify a line specifying a kind of item of sale.

  26. The Offer is a document.

  27. The Offer may have a Sender Identifier.

  28. The Offer may have a UUID Identifier.

  29. The Offer must have an Issue Date

  30. The Offer may have an Issue Time

  31. The Offer may have a period for which the Offer is valid.

  32. The Offer may have a reference to the Request for Offer associated with this Offer.

  33. The Offer may have a contract associated with it.

  34. The Offer may have a signature.

  35. The Offer mentions the Contractor

  36. The Offer may specify a delivery or many deliveries.

  37. The Offer may have a set of delivery terms associated with this document.

  38. The Offer may specify Expected means of payment.

  39. The Offer may include a specification of purchasing, sales, or payment conditions applying to Orders related to this Offer.

  40. The Offer may specify an Allowance Charge.

  41. The Offer may specify a country of destination of potential orders (for customs purposes).

  42. The Offer may specify the total amount of a specific type of tax.

  43. The Offer must include a total monetary amount.

  44. The Offer must include at least one line quoting a cost for one kind of item.