Untitled :: TED Developer Documentation

Working Group meeting

Date: 16/01/2024
Participants: Paloma Arillo, Natalie Muric, Maneva Petkova, Ewa Salarnier, Dragos Stoica, Pascaline Laure Tchienehom, Theokritos Zafeiriou
Model editor: Andreea Pasăre
Note editor: Achilles Dougalis

Agenda

Collecting eSubmission requirements.

In the first instance, eSubmission will be based on the ESPD Response. We would like your input concerning use cases on data coming from ESPD Responses.

Discussion

It was explained at the beginning that the eSubmission is based on ESPD Response. It was noted that eSubmission is much wider that the ESPD Response.
It was explained that the eProcurement Ontology covers end-to-end procurement and for each module there is a starting point. In the case of eSubmission that is the ESPD Response.
A presentation was given on the existing ePO conceptual models.
The draft of the use case and data exchange document was presented:
- It was noted that in the case of a 2 phase procedure at the qualification phase there is not a tender yet, but a Candidate. Therefore the Tenderer text was changed to Candidate/Tenderer test.
Went through UBL terms from ESPD-EDM Response Technical Overview :

UBL Business Term	ESPD definition	Comment
cac::QualificationApplicationResponse	A document issued by a procurement organisation to notify an Economic Operator whether it has been admitted to or excluded from the tendering process. Business element: ESPDResponse 25/11/2021	to be implemented as epo-sub:ESPDResponse as a specialisation of epo:Document
cbc::ContractFolderID	Business element: ReferenceNumber An identifier, assigned by the sender, for the process file (i.e., record) to which this document belongs. ESPD definition: an identifier that is specified by the buyer and used as a reference number for all documents in the procurement process. Additional comments: a reference to the procurement procedure to which a Qualification request document and the delivered response documents are associated. 14/09/2021	technical attribute not to be implemented in ePO
cbc::CustomizationID	Business element: BusinessProcessTypeIdentifier Identifies a user-defined customization of UBL for a specific use. ESPD definition: identifies the identification scheme for the notice (ESPD XML instance, eForms*), specifically the schemeAgencyID (value "CEN-BII", mandatory) and the schemeVersionID. Additional comments: we use the value “urn:www.cenbii.eu:transaction:biitrdm070:ver3.0”. 13/09/2021	technical attribute not to be implemented in ePO
cbc::EconomicOperatorGroupName	Business element: ConsortiumName Economic Operator Group Name associated with this Response document. ESPD definition: the name of the group that presents a tender to which this Economic Operator belongs (e.g. the name of a consortium, a joint venture, etc.). 14/09/2021	It was noted that each member of the Consortium will provide an ESPD Response, also the Subcontractors need to be taken into consideration. Name of the Organisation Group that the Economic Operator belongs to.
cbc::ID	Business element: DocumentIdentifier An identifier for this document, assigned by the sender. ESPD definition: an identifier for this document, normally generated by the system that creates the ESPD document, or the organisation responsible for the document (e.g. the buyer, or the supplier, e.g. an economic operator). The identifier enables positive referencing the document instance for various purposes including referencing between transactions that are part of the same process, or referencing multiple versions of the ESPD document. Additional comments: compulsory use of schemeAgencyID attribute, in order to identify the organisation responsible for the document. 13/09/2021	ESPD Response document identifier
cbc::IssueDate	Business element: DocumentIssueDate The date, assigned by the sender, on which this document was issued. ESPD definition: date when the document was issued by the buyer. Additional comments: format "YYYY-MM-DD". 14/09/2021	should it be date of dispatch? epo:hasDispatchDate ESPD-EDM team should check if this is issued or dispatch.
cbc::IssueTime	Business element: DocumentIssueTime The time, assigned by the sender, on which this document was issued. ESPD definition: time when the document was issued by the buyer. Additional comments: format "hh:mm:ss". 14/09/2021	should it be date of dispatch? epo:hasDispatchDate ESPD-EDM team should check if this is issued or dispatch.
cbc::PreviousVersionID	Business element: PreviousDocumentVersionIdentifier Identifies the previous version of the Response document which is superceded by this version. ESPD definition: the version identifying the previous modification of the content of this document. 14/09/2021	ESPD-EDM team should provide an use case for PreviousVersionID.
cbc::ProcedureCode	Business element: ProcedureCode A code signifying the type of this tendering procedure. ESPD definition: the type of the procurement administrative procedure according to the EU Directives. Additional comments: this information will be linked to eForms. 14/09/2021	this is the procedure type.
cbc::ProfileExecutionID	Identifies an instance of executing a profile, to associate all transactions in a collaboration. Business element: ESPDVersionIdentifier	technical attribute not to be implemented in ePO
cbc::ProfileID	Business element: SpecificationIdentification An identification of the specification containing the total set of rules regarding semantic content, cardinalities and business rules to which the data contained in the instance document conforms. ESPD definition: n/a Additional comments: the identification may include the version of the specification as well as any customizations applied. 13/09/2021	technical attribute not to be implemented in ePO
cbc::UBLVersionID	Business element: UBLVersionIdentifier Identifies the earliest version of the UBL 2 schema for this document type (besides the ones from the extension) that defines all of the elements that might be encountered in the current instance. ESPD definition: n/a 13/09/2021	technical attribute not to be implemented in ePO
cbc::UUID	Business element: DocumentUniversallyUniqueIdentifier A universally unique identifier for an instance of this document. ESPD definition: a universally unique identifier that can be used to reference this ESPD document instance; this UUID will be used to link the ESPD Response to its corresponding ESPD Request (thus its compulsoriness). Additional comments: copies of a document must be identified with a different UUID; compulsory use of schemeAgencyID attribute. 14/09/2021	ESPD Response document epo:hasUUID
cbc::VersionID	Business element: DocumentVersionIdentifier Indicates the current version of the Request document. ESPD definition: the version identifying the content of this document. Additional comments: changes in content should entail the modification of the version identifier and a reference to the previous version. 14/09/2021	ESPD Response document epo:hasVersion
cbc:CopyIndicator	Business element: CopyIndicator Indicates whether this document is a copy (true) or not (false). ESPD definition: this component enables to keep track of the event of having forwarded the same document several times to the same or to different destinations. Additional comments: copies of an ESPD document should be identified with distinct UUIDs. 14/09/2021	on hold until ESPD-EDM team will check further. there is a contradiction between the two definitions provided in ESPD.

cac::AdditionalDocumentReference	A reference to an additional document Business element: Notice 30/11/2021	epo:Document epo:associatedWith (or create a subproperty for this at the level of ESPD Response)
cbc::DocumentDescription	Text describing the referenced document Business element: DocumentDescription	dct:description
cbc::DocumentType	The type of document being referenced, expressed as text. Business element: NoticeTypeDescription 26/11/2021	In ePO we do not need to map to the docrefcontent-type since the type of document exists already as a concept. NB: there is a typo in name of the codelist in the ESPD-EDM technical overview.
cbc::DocumentTypeCode	The type of document being referenced, expressed as code. Business element: NoticeTypeCode 26/11/2021	In ePO we do not need to map to the docrefcontent-type since the type of document exists already as a concept. NB: there is a typo in name of the codelist in the ESPD-EDM technical overview.
cbc::ID	A reference to an additional document associated with this document. Business element: NoticeIdentifier 26/11/2021	adms:identifier at the level of the additional document.
cbc::IssueDate	The date, assigned by the sender of the referenced document, on which the document was issued. Business element: NoticeIssueDate 26/11/2021	should this be epo:hasPublicationDate since we are referring to things that are published? ESPD-EDM team should check if "publication" is the right word instead of "issue".
cbc::IssueTime	The time, assigned by the sender of the referenced document, at which the document was issued. Business element: NoticeIssueTime 26/11/2021	should this be epo:hasPublicationDate since we are referring to things that are published? ESPD-EDM team should check if "publication" is the right word instead of "issue".
cbc::UUID	An identifier for the referenced document. Business element: NoticeUUID 26/11/2021	epo:hasUUID
cbc::DocumentTypeCode	link to at-voc:docref-content-type	In ePO we do not need to map to the docrefcontent-type since the type of document exists already as a concept. NB: there is a typo in name of the codelist in the ESPD-EDM technical overview.

cac::ExternalReference	A reference to an attached document that is external to the document(s) being exchanged. Business element: ExternalReference	ePO only provides the URI for the attached document.
cbc::Description	Text describing the external object. Business element: Description 26/11/2021	epo:Document dct:description
cbc::FileName	The file name of the external object. Business element: Name 26/11/2021	ePO does not provide external objects.
cbc::URI	The Uniform Resource Identifier (URI) that identifies the external object as an Internet resource. Business element: URI 26/11/2021	epo:Document epo:hasAccessURL

cac::ProcurementProjectLot	One of the procurement project lots into which this contract can be split. Business element: ProcurementProjectLot 25/11/2021	implemented as epo:Lot
cbc::ID	An identifier for this procurement project lot. Business element: LotReference 26/11/2021	adms:identifier at the epo:Lot level

cac::ProcurementProject	A class to describe a project to procure goods, works, or services. Business element: Procedure	implemented as epo:Procedure
cbc::Description	Text describing this procurement project. Business element: Description	dct:description at the epo:Procedure

cac::Party	A class to describe an organisation, sub-organisation, or individual fulfilling a role in a business process. Business element: Organisation 25/11/2021	epo:AgentInRole
cac::PartyIdentification/cbc::Identifier	An identifier for the party; the PartyIdentification UBL class has an associated basic element "cbc:ID". Business element: Identifier 25/11/2021	adms:identifier of the Organization that plays that specific Role.
cac::PartyName/cbc::Name	A name for this party; the PartyName class has an associated basic element "cbc:Name" . Business element: Name 25/11/2021	epo:hasLegalName of the Organization that plays that specific Role.
cbc::EndPointID	An identifier for the end point of the routing service (e.g., EAN Location Number, GLN). Business element: EndPointID 25/11/2021	epo:AgentInRole epo:exposesChannel epo:hasIdentifier
cbc::WebsiteURI	The Uniform Resource Identifier (URI) of the organization website; i.e., its Uniform Resource Locator (URL). Business element: PartyWebsite 25/11/2021	epo:hasInternetAddress of the Organization that plays that specific Role.

cac::ServiceProviderParty	A class to describe a party contracting to provide services, such as transportation, finance, etc. Business element: ServiceProvider 25/11/2021	this is a specialisation of cac::Party

cac::ContractingParty	A class to describe an individual, a group, or a body having a procurement role in a tendering process. Business element: Buyer 25/11/2021	this is a specialisation of cac::Party
cbc::BuyerProfileURI	The buyer profile is typically located on a web site where the contracting party publishes its procurement opportunities Business element: BuyerProfile 26/11/2021	epo:Buyer epo:hasBuyerProfile

cac::EconomicOperatorParty	The Economic Operator issuing the Qualification Application Response. Business element: EconomicOperator 25/11/2021	this is a specialisation of cac::Party
cac::QualifyingParty/Party/cbc::IndustryClassificationCode	This party’s Industry Classification Code. Business element: IndustryClassificationCode 25/11/2021	is there a typo in this ESPD-EDM attribute? Should it be cac::Party? epo:Business epo:hasBusinessSize at-voc:economic-operator-size
cbc::IndustryClassificationCode	link to at-voc:economic-operator-size	epo:Business epo:hasBusinessSize at-voc:economic-operator-size

cac::EconomicOperatorRole	A class to describe the tenderer contracting role. Business element: EconomicOperatorRole 25/11/2021	this can be inferred from epo:OrganisationGroup epo:hasMember (epo:leadBy) org:Organization; ePO team to check all values from codelist at-voc:eo-role-type and see if they map to ePO roles.
cbc::RoleCode	Business element: EconomicOperatorRoleCode A code specifying the role of the party. ESPD definition: identifies the role of the Economic Operator in the bid. 17/09/2021	.
cbc::RoleDescription	Business element: EconomicOperatorRoleDescription A textual description of the party role. ESPD definition: n/a. 27/09/2021	.
cbc:RoleCode	link to at-voc:eo-role-type	.

cac::QualifyingParty	A class to describe the distinctive features or characteristics qualifying an economic operator to be a party in a tendering process (e.g., number of employees, number of operating units, type of business, technical and financial capabilities, completed projects). Business element: QualifyingParty 25/11/2021	from technical handbook: is used to place data about the economic operator that is available from an official list, tenderer register or (pre)qualification system, such as official classification schemes, certificates, the number of employees, references used for the classification, etc.; ePO needs to model a Pre-QualificationSystemData that includes the properties from ESPD-EDM model for cac::QualifyingParty
cac::BusinessClassificationScheme/cbc::Description	Business element: BusinessClassificationScheme The classification scheme used for the business profile; the BusinessClassificationScheme UBL class has an associated basic element "cbc:Description". ESPD definition: the text describing one official classification assigned by an official list or (pre)qualification system to the Economic Operator. 17/09/2021	.
cac::CompletedTask/cbc::Description	Business element: CompletedTask Text describing this completed task; the CompletedTask UBL class has an associated basic element "cbc:Description". ESPD definition: text describing the works, supplies or services executed, delivered or performed in a procurement project (normally used as a reference for the classification of the Economic Operator). 17/09/2021	.
cac::FinancialCapability/cbc::ValueAmount	Business element: GeneralTurnover A financial capability of this qualifying party; the FinancialCapability UBL class has an associated basic element "cbc:ValueAmount". ESPD definition: a monetary amount as a measure of this capability. 17/09/2021	link to epo:MonetaryValue
cac::Party/cac::PartyIdentification/cbc::ID	Business element: QualifyingAgencyIdentifier An identifier for the party; the PartyIdentification UBL class has an associated basic element "cbc:ID". ESPD definition: the identifier of the Economic Operator in an official list, register or (pre)qualification system; the attribute schemeAgencyID must hold the value retrieved from eCertis that identifies unequivocally the (pre)qualification system. Additional comments: if, for any reason, that value is not available use the default schemeAgencyID "EU-COM-GROW" and the cac:PartyIdentificaton for the value of the identifier; additionally, use the data structure “registered” to specify an alternative or additional name, identifier and description; the code list EOIDType should be used to indicate the type of identifier used as a value of the schemeID attribute, e.g. schemeID="VAT". 17/09/2021	The Economic Operator ID at the level of a Pre-qualification system
cbc::EmployeeQuantity	Business element: EOEmployeeQuantity The number of people employed by this qualifying party. ESPD definition: the number of people employed by the economic operator participating in the tender 17/09/2021	link to epo:Quantity

cac::Person	A class to describe a person. Business element: RepresentativeNaturalPerson 25/11/2021	person:Person
cac::CitizenshipCountry/cac::Country/cbc::IdentificationCode	The country of the person’s citizenship. Business element: CountryCode 18/11/2021
cbc::BirthDate	This person’s date of birth. Business element: RepresentativeNaturalPersonBirthDate 25/11/2021
cbc::BirthplaceName	The name of the place where this person was born, expressed as text. Business element: RepresentativeNaturalPersonBirthplace 25/11/2021	typo: p should be capital letter
cbc::FamilyName	This person’s family name. Business element: RepresentativeNaturalPersonFamilyName 25/11/2021
cbc::FirstName	This person’s given name. Business element: RepresentativeNaturalPersonFirstName 25/11/2021
cbc::NationalityID	An identifier for this person’s nationality. Business element: RepresentativeNaturalPersonNationality 25/11/2021

cac::PowerOfAttorney	A class to describe a power of attorney. Business element: PowerOfAttorney 25/11/2021	in ESPD-EDM is a specialisation of cac::Person in ePO this can be modelled as an epo:AgentInRole epo:playedBy a person:Person
cbc::Description	Business element: RepresentativeNaturalPersonRoleDescription Text describing this power of attorney. ESPD definition: Idem. 20/09/2021

UBL Business Term

ESPD definition

Comment

cac::QualificationApplicationResponse

A document issued by a procurement organisation to notify an Economic Operator whether it has been admitted to or excluded from the tendering process.

Business element: ESPDResponse

25/11/2021

to be implemented as epo-sub:ESPDResponse as a specialisation of epo:Document

cbc::ContractFolderID

Business element: ReferenceNumber An identifier, assigned by the sender, for the process file (i.e., record) to which this document belongs.

ESPD definition: an identifier that is specified by the buyer and used as a reference number for all documents in the procurement process. Additional comments: a reference to the procurement procedure to which a Qualification request document and the delivered response documents are associated.

14/09/2021

technical attribute not to be implemented in ePO

cbc::CustomizationID

Business element: BusinessProcessTypeIdentifier Identifies a user-defined customization of UBL for a specific use.

ESPD definition: identifies the identification scheme for the notice (ESPD XML instance, eForms*), specifically the schemeAgencyID (value "CEN-BII", mandatory) and the schemeVersionID. Additional comments: we use the value “urn:www.cenbii.eu:transaction:biitrdm070:ver3.0”.

13/09/2021

technical attribute not to be implemented in ePO

cbc::EconomicOperatorGroupName

Business element: ConsortiumName Economic Operator Group Name associated with this Response document.

ESPD definition: the name of the group that presents a tender to which this Economic Operator belongs (e.g. the name of a consortium, a joint venture, etc.).

14/09/2021

It was noted that each member of the Consortium will provide an ESPD Response, also the Subcontractors need to be taken into consideration. Name of the Organisation Group that the Economic Operator belongs to.

cbc::ID

Business element: DocumentIdentifier An identifier for this document, assigned by the sender.

ESPD definition: an identifier for this document, normally generated by the system that creates the ESPD document, or the organisation responsible for the document (e.g. the buyer, or the supplier, e.g. an economic operator). The identifier enables positive referencing the document instance for various purposes including referencing between transactions that are part of the same process, or referencing multiple versions of the ESPD document. Additional comments: compulsory use of schemeAgencyID attribute, in order to identify the organisation responsible for the document.

13/09/2021

ESPD Response document identifier

cbc::IssueDate

Business element: DocumentIssueDate The date, assigned by the sender, on which this document was issued.

ESPD definition: date when the document was issued by the buyer. Additional comments: format "YYYY-MM-DD".

14/09/2021

should it be date of dispatch? epo:hasDispatchDate ESPD-EDM team should check if this is issued or dispatch.

cbc::IssueTime

Business element: DocumentIssueTime The time, assigned by the sender, on which this document was issued.

ESPD definition: time when the document was issued by the buyer. Additional comments: format "hh:mm:ss".

14/09/2021

should it be date of dispatch? epo:hasDispatchDate ESPD-EDM team should check if this is issued or dispatch.

cbc::PreviousVersionID

Business element: PreviousDocumentVersionIdentifier Identifies the previous version of the Response document which is superceded by this version.

ESPD definition: the version identifying the previous modification of the content of this document.

14/09/2021

ESPD-EDM team should provide an use case for PreviousVersionID.

cbc::ProcedureCode

Business element: ProcedureCode A code signifying the type of this tendering procedure.

ESPD definition: the type of the procurement administrative procedure according to the EU Directives. Additional comments: this information will be linked to eForms.

14/09/2021

this is the procedure type.

cbc::ProfileExecutionID

Identifies an instance of executing a profile, to associate all transactions in a collaboration. Business element: ESPDVersionIdentifier

technical attribute not to be implemented in ePO

cbc::ProfileID

Business element: SpecificationIdentification An identification of the specification containing the total set of rules regarding semantic content, cardinalities and business rules to which the data contained in the instance document conforms.

ESPD definition: n/a Additional comments: the identification may include the version of the specification as well as any customizations applied.

13/09/2021

technical attribute not to be implemented in ePO

cbc::UBLVersionID

Business element: UBLVersionIdentifier Identifies the earliest version of the UBL 2 schema for this document type (besides the ones from the extension) that defines all of the elements that might be encountered in the current instance.

ESPD definition: n/a

13/09/2021

technical attribute not to be implemented in ePO

cbc::UUID

Business element: DocumentUniversallyUniqueIdentifier A universally unique identifier for an instance of this document.

ESPD definition: a universally unique identifier that can be used to reference this ESPD document instance; this UUID will be used to link the ESPD Response to its corresponding ESPD Request (thus its compulsoriness). Additional comments: copies of a document must be identified with a different UUID; compulsory use of schemeAgencyID attribute.

14/09/2021

ESPD Response document epo:hasUUID

cbc::VersionID

Business element: DocumentVersionIdentifier Indicates the current version of the Request document.

ESPD definition: the version identifying the content of this document. Additional comments: changes in content should entail the modification of the version identifier and a reference to the previous version.

14/09/2021

ESPD Response document epo:hasVersion

cbc:CopyIndicator

Business element: CopyIndicator Indicates whether this document is a copy (true) or not (false).

ESPD definition: this component enables to keep track of the event of having forwarded the same document several times to the same or to different destinations. Additional comments: copies of an ESPD document should be identified with distinct UUIDs.

14/09/2021

on hold until ESPD-EDM team will check further. there is a contradiction between the two definitions provided in ESPD.

cac::AdditionalDocumentReference

A reference to an additional document

Business element: Notice

30/11/2021

epo:Document epo:associatedWith (or create a subproperty for this at the level of ESPD Response)

cbc::DocumentDescription

Text describing the referenced document

Business element: DocumentDescription

dct:description

cbc::DocumentType

The type of document being referenced, expressed as text.

Business element: NoticeTypeDescription

26/11/2021

In ePO we do not need to map to the docrefcontent-type since the type of document exists already as a concept. NB: there is a typo in name of the codelist in the ESPD-EDM technical overview.

cbc::DocumentTypeCode

The type of document being referenced, expressed as code.

Business element: NoticeTypeCode

26/11/2021

In ePO we do not need to map to the docrefcontent-type since the type of document exists already as a concept. NB: there is a typo in name of the codelist in the ESPD-EDM technical overview.

cbc::ID

A reference to an additional document associated with this document.

Business element: NoticeIdentifier

26/11/2021

adms:identifier at the level of the additional document.

cbc::IssueDate

The date, assigned by the sender of the referenced document, on which the document was issued.

Business element: NoticeIssueDate

26/11/2021

should this be epo:hasPublicationDate since we are referring to things that are published? ESPD-EDM team should check if "publication" is the right word instead of "issue".

cbc::IssueTime

The time, assigned by the sender of the referenced document, at which the document was issued.

Business element: NoticeIssueTime

26/11/2021

should this be epo:hasPublicationDate since we are referring to things that are published? ESPD-EDM team should check if "publication" is the right word instead of "issue".

cbc::UUID

An identifier for the referenced document.

Business element: NoticeUUID

26/11/2021

epo:hasUUID

cbc::DocumentTypeCode

link to at-voc:docref-content-type

In ePO we do not need to map to the docrefcontent-type since the type of document exists already as a concept. NB: there is a typo in name of the codelist in the ESPD-EDM technical overview.

cac::ExternalReference

A reference to an attached document that is external to the document(s) being exchanged. Business element: ExternalReference

ePO only provides the URI for the attached document.

cbc::Description

Text describing the external object.

Business element: Description

26/11/2021

epo:Document dct:description

cbc::FileName

The file name of the external object.

Business element: Name

26/11/2021

ePO does not provide external objects.

cbc::URI

The Uniform Resource Identifier (URI) that identifies the external object as an Internet resource.

Business element: URI

26/11/2021

epo:Document epo:hasAccessURL

cac::ProcurementProjectLot

One of the procurement project lots into which this contract can be split.

Business element: ProcurementProjectLot

25/11/2021

implemented as epo:Lot

cbc::ID

An identifier for this procurement project lot.

Business element: LotReference

26/11/2021

adms:identifier at the epo:Lot level

cac::ProcurementProject

A class to describe a project to procure goods, works, or services.

Business element: Procedure

implemented as epo:Procedure

cbc::Description

Text describing this procurement project.

Business element: Description

dct:description at the epo:Procedure

cac::Party

A class to describe an organisation, sub-organisation, or individual fulfilling a role in a business process.

Business element: Organisation

25/11/2021

epo:AgentInRole

cac::PartyIdentification/cbc::Identifier

An identifier for the party; the PartyIdentification UBL class has an associated basic element "cbc:ID".

Business element: Identifier

25/11/2021

adms:identifier of the Organization that plays that specific Role.

cac::PartyName/cbc::Name

A name for this party; the PartyName class has an associated basic element "cbc:Name" .

Business element: Name

25/11/2021

epo:hasLegalName of the Organization that plays that specific Role.

cbc::EndPointID

An identifier for the end point of the routing service (e.g., EAN Location Number, GLN).

Business element: EndPointID

25/11/2021

epo:AgentInRole epo:exposesChannel epo:hasIdentifier

cbc::WebsiteURI

The Uniform Resource Identifier (URI) of the organization website; i.e., its Uniform Resource Locator (URL).

Business element: PartyWebsite

25/11/2021

epo:hasInternetAddress of the Organization that plays that specific Role.

cac::ServiceProviderParty

A class to describe a party contracting to provide services, such as transportation, finance, etc.

Business element: ServiceProvider

25/11/2021

this is a specialisation of cac::Party

cac::ContractingParty

A class to describe an individual, a group, or a body having a procurement role in a tendering process.

Business element: Buyer

25/11/2021

this is a specialisation of cac::Party

cbc::BuyerProfileURI

The buyer profile is typically located on a web site where the contracting party publishes its procurement opportunities

Business element: BuyerProfile

26/11/2021

epo:Buyer epo:hasBuyerProfile

cac::EconomicOperatorParty

The Economic Operator issuing the Qualification Application Response.

Business element: EconomicOperator

25/11/2021

this is a specialisation of cac::Party

cac::QualifyingParty/Party/cbc::IndustryClassificationCode

This party’s Industry Classification Code.

Business element: IndustryClassificationCode

25/11/2021

is there a typo in this ESPD-EDM attribute? Should it be cac::Party? epo:Business epo:hasBusinessSize at-voc:economic-operator-size

cbc::IndustryClassificationCode

link to at-voc:economic-operator-size

epo:Business epo:hasBusinessSize at-voc:economic-operator-size

cac::EconomicOperatorRole

A class to describe the tenderer contracting role.

Business element: EconomicOperatorRole

25/11/2021

this can be inferred from epo:OrganisationGroup epo:hasMember (epo:leadBy) org:Organization; ePO team to check all values from codelist at-voc:eo-role-type and see if they map to ePO roles.

cbc::RoleCode

Business element: EconomicOperatorRoleCode A code specifying the role of the party.

ESPD definition: identifies the role of the Economic Operator in the bid.

17/09/2021

cbc::RoleDescription

Business element: EconomicOperatorRoleDescription A textual description of the party role.

ESPD definition: n/a.

27/09/2021

cbc:RoleCode

link to at-voc:eo-role-type

cac::QualifyingParty

A class to describe the distinctive features or characteristics qualifying an economic operator to be a party in a tendering process (e.g., number of employees, number of operating units, type of business, technical and financial capabilities, completed projects).

Business element: QualifyingParty

25/11/2021

from technical handbook: is used to place data about the economic operator that is available from an official list, tenderer register or (pre)qualification system, such as official classification schemes, certificates, the number of employees, references used for the classification, etc.; ePO needs to model a Pre-QualificationSystemData that includes the properties from ESPD-EDM model for cac::QualifyingParty

cac::BusinessClassificationScheme/cbc::Description

Business element: BusinessClassificationScheme The classification scheme used for the business profile; the BusinessClassificationScheme UBL class has an associated basic element "cbc:Description".

ESPD definition: the text describing one official classification assigned by an official list or (pre)qualification system to the Economic Operator.

17/09/2021

cac::CompletedTask/cbc::Description

Business element: CompletedTask Text describing this completed task; the CompletedTask UBL class has an associated basic element "cbc:Description".

ESPD definition: text describing the works, supplies or services executed, delivered or performed in a procurement project (normally used as a reference for the classification of the Economic Operator).

17/09/2021

cac::FinancialCapability/cbc::ValueAmount

Business element: GeneralTurnover A financial capability of this qualifying party; the FinancialCapability UBL class has an associated basic element "cbc:ValueAmount".

ESPD definition: a monetary amount as a measure of this capability.

17/09/2021

link to epo:MonetaryValue

cac::Party/cac::PartyIdentification/cbc::ID

Business element: QualifyingAgencyIdentifier An identifier for the party; the PartyIdentification UBL class has an associated basic element "cbc:ID".

ESPD definition: the identifier of the Economic Operator in an official list, register or (pre)qualification system; the attribute schemeAgencyID must hold the value retrieved from eCertis that identifies unequivocally the (pre)qualification system. Additional comments: if, for any reason, that value is not available use the default schemeAgencyID "EU-COM-GROW" and the cac:PartyIdentificaton for the value of the identifier; additionally, use the data structure “registered” to specify an alternative or additional name, identifier and description; the code list EOIDType should be used to indicate the type of identifier used as a value of the schemeID attribute, e.g. schemeID="VAT".

17/09/2021

The Economic Operator ID at the level of a Pre-qualification system

cbc::EmployeeQuantity

Business element: EOEmployeeQuantity The number of people employed by this qualifying party.

ESPD definition: the number of people employed by the economic operator participating in the tender

17/09/2021

link to epo:Quantity

cac::Person

A class to describe a person.

Business element: RepresentativeNaturalPerson

25/11/2021

person:Person

cac::CitizenshipCountry/cac::Country/cbc::IdentificationCode

The country of the person’s citizenship.

Business element: CountryCode

18/11/2021

cbc::BirthDate

This person’s date of birth.

Business element: RepresentativeNaturalPersonBirthDate

25/11/2021

cbc::BirthplaceName

The name of the place where this person was born, expressed as text.

Business element: RepresentativeNaturalPersonBirthplace

25/11/2021

typo: p should be capital letter

cbc::FamilyName

This person’s family name.

Business element: RepresentativeNaturalPersonFamilyName

25/11/2021

cbc::FirstName

This person’s given name.

Business element: RepresentativeNaturalPersonFirstName

25/11/2021

cbc::NationalityID

An identifier for this person’s nationality.

Business element: RepresentativeNaturalPersonNationality

25/11/2021

cac::PowerOfAttorney

A class to describe a power of attorney.

Business element: PowerOfAttorney

25/11/2021

in ESPD-EDM is a specialisation of cac::Person in ePO this can be modelled as an epo:AgentInRole epo:playedBy a person:Person

cbc::Description

Business element: RepresentativeNaturalPersonRoleDescription Text describing this power of attorney.

ESPD definition: Idem.

20/09/2021

This Thursday we will discuss eAccess as now it belongs to the ePO maintenance.

Action Points

Cells highlighted in yellow in the table above are to be addressed by the ESPD-EDM project.
ePO action points:
- Model cac::PowerOfAttorney as an epo:AgentInRole epo:playedBy a person:Person.
- Model a Pre-QualificationSystemData that includes the properties from ESPD-EDM model for cac::QualifyingParty.
- Check all values from codelist at-voc:eo-role-type and see if they map to ePO roles.
- Check that a Subcontractor role can be part of an OrganizationGroup, so it can also submit its own ESPD Response.