Comment disposition for OASIS UBL 2.1 PRD3

G. Ken Holman

Crane Softwrights Ltd.

$Date: 2013/05/14 18:46:45 $(UTC)


Table of Contents

1. Overview
2. Non-material public comments
2.1. Message of support
2.2. Regarding GoodsItem for TransportEquipment
3. Material committee comments
3.1. Tendering documents
4. Non-material committee comments
4.1. Edits to hub document and model examples
4.2. Edits to document type descriptions
4.3. Edits to document type summaries
4.4. Edit to number of document types

1. Overview

The third public review of OASIS UBL 2.1 http://docs.oasis-open.org/ubl/prd3-UBL-2.1/UBL-2.1.html was announced March 15, 2013: https://lists.oasis-open.org/archives/ubl/201303/msg00003.html.

This document details the disposition of comments received both publicly and from within the committee.

2. Non-material public comments

The following two non-material public comments were received.

2.1. Message of support

Disposition: this comment is noted, with appreciation; no action to take.

2.2. Regarding GoodsItem for TransportEquipment

Disposition: this comment requires only the following explanation to the sent to the commenter; no changes to make to the package.

The Transport Service Description and Transport Service Description Request documents are used for announcing available transport services and for requesting such transport service announcements.

At this point there is no need for details about the specific items to be transported as the Transport Service Description Request is intended to be an informal request for a description of the transport services a Transport Service Provider has to offer. These two documents are not to be used in the booking/ordering of transport services where such item details are required. Here the Transport Execution Plan Request and Transport Execution Plan documents should be used and in these documents a detailed specification of the goods items is supported.

What we have included in the Transport Service Description Request however, is the possibility to specify the type of cargo that should be supported in a transport service. This is supported by the association from Transportation Service to Commodity Classification (for example by using the CargoTypeCode BBIE). This way the Transport User (the party with a demand for transport) can specify for example that he requires a transport service that can support handling of dangerous goods. We have also included an association to Transport Equipment enabling the Transport User to specify which equipment he will be requiring from the transport service to satisfy his transport demand.

UBL 2.1 PRD3 includes Figure 62 The Intermodal Freight Management Process http://docs.oasis-open.org/ubl/prd3-UBL-2.1/UBL-2.1.html#F-THE-INTERMODAL-FREIGHT-MANAGEMENT-PROCESS that shows at which stage of the intermodal freight management process the Transport Service Description and Transport Service Description documents are relevant. The Transport User sends a Transport Service Description Request document to a Transport Service Provider as a request for available transport services fulfilling the Transport User´s transport demand. The Transport Service Provider then responds with a Transport Service Description that matches the details in the Transport Service Description Request (e.g. from- and to location, requested pickup and delivery time, cost preferences, cargo type preferences, etc.).

When the Transport User has received (possibly many) Transport Service Descriptions matching his demand he begins the process of booking/ordering relevant transport services using the Transport Execution Plan Requests.

3. Material committee comments

The following material committee comment was received.

3.1. Tendering documents

3.1.1. Linking to a specific lot

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.

Disposition: Create a new Tender/cac:TenderedProject/cac:EvidenceDocumentReference

Type: DocumentReferenceType

Cardinality: 0..n.

Description: A reference to a non structured evidentiary document supporting this tendered project.

3.1.2. Specifying an associated envelope type

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).

Disposition: Create a new Tender/cac:TenderedProject/cbc:TenderEnvelopeID

Type: Identifier

Cardinality: 0..1

Description: An identifier for the tender envelope this tendered project belongs to.

Create a new Tender/cac:TenderedProject/cbc:TenderEnvelopeTypeCode

Type: Code

Cardinality: 0..1

Description: A code signifying the type of tender envelope this tendered project belongs to.

3.1.3. Specifying a related qualification XML 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.

Disposition: Create a new Tender/cac:TendererQualificationDocumentReference

Type: DocumentReference

Cardinality: 0..1

Description: A reference to the tenderer qualification document that has been used to qualify the tenderer.

3.1.4. An inconsistent cardinality

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.

Disposition: In the UBL-TendererQualification.xsd change cardinality of TendererQualification/cac:CompletedTasks/cac:EvidenceSupplied to 0..n

4. Non-material committee comments

The following non-material committee comments were received.

4.1. Edits to hub document and model examples

4.1.1. Row numbers in documentation

Summary: in the hub document section C.4 requires edits to referenced line numbers that are not pointing to the correct rows.

Disposition: the row numbers are corrected.

4.1.2. Example cells in document model

Summary: in the document model the examples in column R for rows 1132 and 1133 are incorrect.

Disposition: the cell values are removed from the model.

4.2. Edits to document type descriptions

Summary: in the hub document sections 3.1.29 and 3.1.49 have duplicate descriptions that make the distinctions between the documents ambiguous.

Disposition: modify the descriptions as follows, making changes in both the hub document and in the document model

Inventory Report:

A report on the quantities of each item that are, or will be, in stock. This document is sent by a Buyer (for example a retailer) to a Seller (for example a producer).

Stock Availability Report:

A report on the quantities of each item that are, or will be, in stock. This document is sent by a Seller (for example a producer) to a Buyer (for example a retailer).

4.3. Edits to document type summaries

Summary: in the hub document sections 3.1.1 and 3.1.2 document the processes involved in a manner inconsistent with sections 3.1.17 and 3.1.18

Disposition: in sections 3.1.1 and 3.1.2 use the words "Any collaboration" to document the processes involved.

4.4. Edit to number of document types

Summary: in the hub document sections B.3.1 the number of document types is recorded incorrectly as 67

Disposition: the number of document types is 65