eprocurement in Europe Oriol Bausà Invinet Sistemes May 2008 Hong Kong

Transcription

1 eprocurement in Europe Oriol Bausà Invinet Sistemes May 2008 Hong Kong

2 European challenges Relevant projects OIO and NES CODICE CEN WS BII Pan-European Public Procurement On-Line project

3 European challenges

4 Starting point Overall, governments are the largest buyer in the European Union, but they are lagging behind major industries in electronic data exchange with suppliers. Government purchases in the European Union account for around 16 % of GDP, which is equal to 1,500 Billion Euro. Overall capabilities of governments to handle key processes with their suppliers such as tenders, orders, delivery notes, catalogues, invoices, or payments is lagging behind other major industries. The lack of common standards for electronic data exchange is considered an obstacle for companies to participate without barriers in public procurement processes.

5 Challenges EU member states have expressed a political will to change public procurement significantly. The Manchester ministerial declaration of 24 November 2005 defines the target: By 2010 all public administrations across Europe will have the capability of carrying out 100 % of their procurement electronically and at least 50 % of public procurement above the EU public procurement threshold will be carried out electronically.

6 Legislation European Directives: Digital Signature DIRECTIVE 1999/93/CE from the Parlament and the Council of 13th Decembre 1999 that establishes the common framework for the electronic signature. Electronic Invoice DIRECTIVE 2001/115/CE from the Council of 20th December 2001 modifying Directive 77/388/CEE to simplify, modernize and harmonize the invoicing terms Tendering DIRECTIVE 2004/18/CE from the European Parliament and the Council of 31st of March 2004 to coordinate awarding procedures for public works, goods and services contracts

7 OIO UBL and NES

8 The Danish Approach Electronic invoicing in the public sector a key driver for the initiative Suppliers required by law to send all invoices to the public ( month sector electronically (approx. 1.3 mill. invoices per Infrastructure also open to private companies Total economic potential of 630M By 2012, 95% of eletronic documents exchanged between public and private sector must be based on an open international standard

9 After One Year All public institutions able to receive einvoices All vendors send invoices 400,000 organizations Winner of eeuropeaward SME Barriers: Infrastructure costs Integration cost

10 National Service Oriented Infrastructure An addressing mechanism for service lookup A profile of standards An Open Source software toolkit A reference implementation of a message handler A legal framework Live since Jan ,000 invoices per month not using VANs

11 Infrastructure Platform

12 CODICE

13 Initial Goals CODICE should be the basis for tendering procedures defined in European Directive 2004/18/EC and national law Publicity, transparency and difusion principles To help simplify and automatize procedures To facilitate electronic tendering european market Interoperability pursued to ease the integration of different actor systems

14 Tendering Procurement procedure where purchasing authorities invite economic operators to submit a tender with a price and terms that in case of being awarded shall be the basis for a contract Economic Operators Purchasing Authority

15 Tendering Procurement procedure where purchasing authorities invite economic operators to submit a tender with a price and terms that in case of being awarded shall be the basis for a contract enotification Economic Operators etendering Purchasing Authority

16 Tendering Procurement procedure where purchasing authorities invite economic operators to submit a tender with a price and terms that in case of being awarded shall be the basis for a contract enotification Economic Operators etendering eawarding Purchasing Authority Awarded

17 Systems involved Puchasing Authority Purchasing authority back-end Publication System Electronic Tendering System CODICE Contracting Platform Business Registry ERP / Catalogue System Economic Operator

18 CEN WS BII

19 ebusiness puzzle Germany France Italy Spain UK Denmark Sweden Iceland enotification etendering eawarding ecatalogue eordering efulfillment einvoicing epayment etransport

20 ebusiness puzzle Germany France Italy Spain UK Denmark OIO Sweden Iceland enotification etendering eawarding ecatalogue eordering efulfillment einvoicing epayment etransport

21 ebusiness puzzle Germany France Italy Spain CODICE UK Denmark OIO Sweden Iceland enotification etendering eawarding ecatalogue eordering efulfillment einvoicing epayment etransport

22 ebusiness puzzle Germany France Italy Spain CODICE UK Denmark Sweden NES OIO Iceland enotification etendering eawarding ecatalogue eordering efulfillment einvoicing epayment etransport

23 ebusiness puzzle Germany France Italy Spain UK Denmark Sweden CODICE CEN WS BII NES OIO Iceland enotification etendering eawarding ecatalogue eordering efulfillment einvoicing epayment etransport

24 CEN WS BII Objectives The objectives for the workshop is to constitute a basic for technical interoperability in Pan European electronically transactions expressed as a set of technical specifications and to incorporate the requirements and other findings into UN/CEFACT. The workshop will be focused on for implementation facilitations and coordinating pilots implementing the technical specifications of the workshop.

25 CEN WS BII WG WG1 - Specification of message content and business processes WG2 - UBL-UN/CEFACT convergence WG3 - Provision of a toolbox that ease the software vendors adoption of the specifications and helps technical interoperability WG4 - Pilot support

26 WG1 Deliverables Profiles Profiles based on NES 1. Catalogue only 2. Catalogue with update 3. Basic Order only 4. Basic Invoice only 5. Basic billing 6. Basic procurement 7. Simple procurement 8. Basic billing with dispute Pre-award profiles based on CODICE 15. Tender Publication Basic 16. Tender Publication Advanced 17. Tender Invitation 18. Tendering Simple 19. Tendering Advanced. Requirements on document models

27 WG3 Deliverables Requirements on tools Business registry Signature and validation Document validation Transport Survey on existing tools

28 PEPPOL

29 Vision The broader vision is that any company (incl. SMEs) in the EU can communicate electronically with any EU governmental institution for all procurement processes.

30 CIP large scale pilot The PEPPOL consortium has submitted a proposal under the European Competitiveness and Innovation Programme (CIP) Call Pilots will be implemented, which demonstrate the interoperability of national solutions. The proposed budget is 20 Mio. Euro. A part of the budget is reserved for countries joining later. The project proposed has 3 main phases: Q2/ Q2/2009: Requirements and design Q2/ Q2/2010: Implementation Q2/ Q2/2011: Pilots running

31 Consortium and Reference Group Consortium Reference group (Participation in a second stage envisaged) Regional Nodes

32 Peppol engagement 1. Only government agencies can participate in the PEPPOL project, however they can choose to subcontract a company to do some of the work. 2. The EU finances only that part of the work, which is linked to the interoperability of national solutions. (NOT the implementation of a national solution) 3. The work must be within the workpackages and priorities of the PEPPOL project

33 Strategy National solutions will not be replaced, instead they will be aligned with common European standards and then linked. Common EU Standards

34 Framework Pre Award Tendering Post Award Procurement Payment Virtual Company Dossier (WP 2) ecatalogues (WP 3) eordering (WP 4) einvoicing (WP 5) esignature (WP 1) Open Infrastructure (WP 8)

35 Moltes gràcies Oriol Bausà Invinet Sistemes