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Subject: Re: [ubl] Your 15 day Public Review of UBL v2.1 CSPRD03 has been announced


Dear Joao,

I would like to make some comments on the issues you raised regarding UBL 2.1 CSPRD03, in order to address them in a PSC meeting.

1) This is actually true. There is no mechanism to link the documents attached to a tender through the DocumentReference class to specify to which lot they belong.
Currently, all the documents referred in a tender document apply to the whole tender, without being able to differentiate between lots.

In order to fulfill your requirement I would suggest to the PSC adding a new class in the TenderedProject called Lot_ Document Reference with cardinality 0..n in order to capture documents specific for a lot. This means that there would be a new:

Tender/cac:TenderedProject/cac:LotDocumentReference

with cardinality 0..n. 

2) The way the Tender document is designed, and in order to suit EU common tenders, where there can be different documents in different envelopes, there has to be a Tender document instance for each envelope. This means that in a single procedure, the Economic Operator can send several Tender documents, differentiating them by means of the TenderTypeCode element. 

This TenderTypeCode is the element used to differentiate between the different types of tenders: Financial or Technical. The tender type code list is not formalized in UBL as it should be EU specific.

For instance, a tender process with subjective and objective criteria to be presented in different envelopes, the economic operator would have to send two separate Tender document instances.

3) This relationship is solved by means of the ContractFolderID that is unique per each document in the procedure. This element should be enough to relate the Tender document instance with the previously sent Tenderer Qualification. If this is not enough, a DocumentReference with an special document type code could be sufficient to indicate the associated qualification document. 

4) This is a mistake in the model. EvidenceSupplied in the CompletedTasks should be 0..n

Please send me your thoughts on these points and we will discuss in the next PSC meeting.

Best regards
Oriol Bausà

El 02/04/2013, a las 12:52, joao.frade@pwc.be escribió:

Dear Chet, Dear Ken, Dear Tim, Dear all,

I am responding to the Public Review of UBL v2.1 CSPRD03, launched on 15 March 2013.

As you may know, I am supporting the European Commission digitising pre-award processes using UBL. In this context, we have been reviewing all XSDs connect with pre-award e-Procurement. We have therefore piloted the use of UBL documents for submitting tenders in electronic format. Our tests showed that the most important features are provided but there are still a few issues to be resolved. I would therefore like to report the following 4 issues on behalf of the European Commission:

        1. In the UBL-Tender-2.1.xsd, there is no way to link a DocumentReference to a specific Lot.

The lots can be specified by using the following element:

Tender/cac:TenderedProject/cac:ProcurementProjectLot

However, in the document reference:

Tender/cac:DocumentReference

there is no (child or other) element that can be used to link the document to a specific Lot.


        2. In the UBL-Tender-2.1.xsd, there is no way to specify the envelope type associated to a document.

In the document reference:

Tender/cac:DocumentReference

there is no (child or other) element to specify the envelope type, i.e. if the document belongs to the financial or to the technical envelope of the tender (very common in EU tenders).


        3. In the UBL-Tender-2.1.xsd, there is no way to specify the envelope type associated to a document.

In the context of restricted procedures, it would be helpful to have an element to specify the related qualification xml document. In this type of procedure the qualification document is sent before the tender, in the tender.xml we should be able to specify the link with the previously sent qualification.


        4. In the UBL-TendererQualification-2.1, the cardinality of Completed tasks for evidences should be 0..n instead of 0..1

The cardinality of the field:

../cac:CompletedTasks/cac:EvidenceSupplied

should be 0..n, as several evidences might be needed for the completed tasks.
The other similar fields in the same xsd:

../cac:TechnicalCapability/cac:EvidenceSupplied
../cac:FinancialCapability/cac:EvidenceSupplied

already have a 0..n cardinality.


I would appreciate it if you could acknowledge receipt of these comments as described in OASIS’ requirements for handling comments.

Thank you very much in advance.

With kind regards,

João

Joao Frade
PwC | Senior Manager
Direct: +32 2 7109284 | Mobile: +32 477 842292 | Fax: +32 2 7107224
Email: joao.frade@pwc.be
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From:        Chet Ensign <chet.ensign@oasis-open.org>
To:        ubl@lists.oasis-open.org
Date:        15/03/2013 23:11
Subject:        [ubl] Your 15 day Public Review of UBL v2.1 CSPRD03 has been announced
Sent by:        <ubl@lists.oasis-open.org>





Members of the UBL TC,

Your 15 day public review for UBL v2.1 has been announced. The review ends on 02 April 2013. You can find the announcement at
https://www.oasis-open.org/news/announcements/15-day-public-review-for-universal-business-language-v2-1.

Please consider forwarding this announcement on to other parties who may be interested in the work. In my experience, TCs that actively solicit outside review get more and better quality feedback on their specifications.

Also, please keep in mind the OASIS requirements for handling comments [1]. Non-TC member feedback can only be submitted to the TC's comment list ubl-comment@lists.oasis-open.org. The TC must have someone subscribed to this mail list to monitor comments. All submitted comments must be acknowledged by the TC. In addition, the TC needs to maintain a log of comments received and their resolutions. The comment resolution log will need to be avaiable when you begin your next public review. A simple comment resolution log template is available in OpenDocument [2] and Office [3] format.

Let me know if you have any questions regarding the review or next steps.

=== Additional references:
[1]
https://www.oasis-open.org/resources/tcadmin/handling-the-comments-received-during-a-public-review

[2]
https://www.oasis-open.org/sites/www.oasis-open.org/files/Simple-comment-resolution-log-template_0.ods

[3]
https://www.oasis-open.org/sites/www.oasis-open.org/files/Simple-comment-resolution-log-template_0.xls

/chet
----------------
Chet Ensign
Director of Standards Development and TC Administration
OASIS: Advancing open standards for the information society
http://www.oasis-open.org

Primary: +1 973-996-2298
Mobile: +1 201-341-1393






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