ESPD exchange data model 3.0.1 Switch to the latest release

Published on: 23/02/2022 Last update: 12/06/2024

The ESPD-EDM v3.0.0 focuses on the ESPD-EDM alignment with eForms. This version provides changes and fixes suggested by the Member States and stakeholders via the GitHub repositories issues workspace.

The list below details the updates included in this release.

ESPD-EDM GitHub

__ESPDTeam__: contains files for ESPD Team internal use in maintenance tasks of the ESPD-EDM;
codelists: contains the different code lists used in ESPD in Genericode format and the criterion structure definition.
conceptual-model: contains the UML conceptual model of the ESPD in .eap, .xmi and HTML format.
java-library: contains the XML schemas used to generate the JAXB annotated Java classes.
ubl-2.3: contains a redistribution package from UBL 2.3.
validation: contains business rules validation files for Schematron and Testbed.
xml-examples: contains default ESPDRequest and ESPDResponse xml samples and the criterion xml schema.

ESPD-EDM conceptual model

.eap and .xmi files with two views and diagrams:
- Business oriented view (BOV) aimed at facilitating the understanding of the model and the business context, with references to the technical model, and;
- Technically oriented view (TOV) providing an UBL based schema with references to business oriented view and aligned with the eProcurement ontology.
HTML version of the UML conceptual model.If you do not want to download the folder to view the model you can view it on the documentation page under ESPD-EDM CONCEPTUAL MODEL HTML.

Code Lists

EU Vocabularies code lists version updated (specific files can be found in folder codelists/gc)

access-right version updated to 20211208-0.
country version updated to 20211208-0.
criterion version updated to 20210616-0.
currency version updated to 20211208-0.
economic-operator-size version updated to 20210317-0.
eo-role-type version updated to 20211208-0.
language version updated to 20211208-0.

Interoperability Testbed

Update of Interoperability Testbed ESPD validator

Updated v3.0.1 on the validator.
Removed v3.0.0 from the validator.

Online documentation

Documented handbook migration to Ted Developer Docs.

Corrected errors on cardinalities and element naming on the Technical Handbook as follows:

Section 2.3 ESPD Request cardinalities
- Removed sentence 'Notice that ESPD-EDM does not change anything else from the UBL-2.3 Schema.' because it did not help understanding what is kept from UBL-2.3 and what is changed.
- Figure 12. ESPD-EDM 'QualificationApplicationRequest', UML diagram
  - cac:EconomicOperatorParty
    - Component: removed because it is not used in the ESPD Request.
    - cac:ProcurementProject
    - Component: replaced by cac:ProcurementProject/cbc:Description in alignment with eForms.
  - cac:ProcurementProjectLot
    - Component: replaced by cac:TenderingCriterion/cac:ProcurementProjectLotReference/cbc:ID.
    - Cardinality: updated from 1..n to 0..n.
- cbc:QualificationApplicationTypeCode
  - Component: removed because it is not used in ESPD-EDM v3.0.x.
- cbc:WeightScoringMethodologyDescription
  - Component: removed because it is not used in ESPD-EDM v3.0.x.
- cbc:WeightingType
  - Component: removed because it is not used in ESPD-EDM v3.0.x.
Section 2.4 Root elements
- Table 5. Class QualificationApplicationRequest, components required by the ESPD-EDM
  - cac:ProcurementProject
    - Component: replaced by cac:ProcurementProject/cbc:Description in alignment with eForms.
    - Type: updated from Associated class to Text in alignment with eForms.
    - Cardinality: updated from 0..1 to 1 according to Figure 12. ESPD-EDM 'QualificationApplicationRequest', UML diagram.
    - Requirement: updated from 'This information is not required for the ESPD 3.0.0 since the information related to the procedure will come from eForms.' to 'This element is required in the ESPD, however it should be identical to that provided in eForms. In general the corresponding eForm should feed the corresponding ESPD with the corresponding data.'.
  - cac:ProcurementProjectLot
    - Component: replaced by cac:TenderingCriterion/cac:ProcurementProjectLotReference/cbc:ID.
    - Type: updated from Associated class to Identifier.
    - Cardinality: updated from 1..n to 0..n.
  - cbc:ProcedureCode
    - Cardinality: updated from 0..1 to 1 according to Figure 12. ESPD-EDM 'QualificationApplicationRequest', UML diagram.
Section 2.5 Lot Management
- cac:ProcurementLotReference
  - Element replaced by cac:ProcurementProjectLotReference.
Section 2.6 EU and notice publications
- XSD Schema
  - cac:AdditionalReferenceDocument
    - Component: replaced by cac:AdditionalDocumentReference.
- Table 6. Reference to additional documents, expected elements
  - cac:AdditionalDocumentReference
    - Path: replaced /QualificationApplicationRequest/cac:AdditionalReferenceDocument by /QualificationApplicationRequest/cac:AdditionalDocumentReference.
- Table 7. External Reference
  - cac:AdditionalDocumentReference
    - Path: replaced /QualificationApplicationRequest/cac:AdditionalReferenceDocument/cac:Attachment/cac:ExternalReference by /QualificationApplicationRequest/cac:AdditionalDocumentReference/cac:Attachment/cac:ExternalReference.
Section 2.7 Contracting Body
- Table 8. Contracting body, expected elements
  - cac:ContractParty
    - Component: replaced by cac:ContractingParty according to Figure 11: QualificationApplicationRequest-2.3 main elements..
- Table 9. Contracting body party, expected elements
  - cac:PartyIdentification/cbc:Identifier
    - Component: Replaced by cac:PartyIdentification/cbc:ID because cac:PartyIdentification/cbc:Identifier does not exist in UBL-2.3.
    - Cardinality: Updated from 0..1 to 1.
    - Requirement: updated from 'More than one identifier can be specified. When possible use the VAT identification of the contracting body (see the VIES platform for a EU cross-border national VAT number verification system). ' to 'When possible use the VAT identification of the contracting body (see the link:https://ec.europa.eu/taxation_customs/vies/[VIES] platform for a EU cross-border national VAT number verification system). When not possible a different identifier may be used.' because previous text was ambiguous.
Section 2.8. Service Provider
- Table 38. Service provider, expected elements
  - cac:PostalAddress/cac:Country/cbc:IdentificationCode
    - Type: updated from Identifier to Code.
Section 3. Common aspects for criteria
- Figure 33. Criterion - UML diagram
  - Updated wrong cardinalities 1.... to 1..* to fix the typo. Cardinalities corrected are: cac:TenderingCriterionPropertyGroup, cac:TenderingCriterionProperty and cac:ProcurementProjectLotReference.
  - cac:EconomicOperatorParty
    - Component: removed because it is not used in the ESPD Request.
  - cac:ProcurementProject
    - Component: replaced by cac:ProcurementProject/cbc:Description in alignment with eForms.
  - cac:ProcurementProjectLot
    - Component: removed because it is replaced by cac:TenderingCriterion/cac:ProcurementProjectLotReference in the same figure.
  - cac:TenderingCriterion/cac:ProcurementProjectLotReference
    - Cardinality: update from 1..n to 0..n.
  - cbc:QualificationApplicationTypeCode
    - Component: removed because it is not used in ESPD-EDM v3.0.x.
  - cbc:WeightScoringMethodologyDescription
    - Component: removed because it is not used in ESPD-EDM v3.0.x.
  - cbc:WeightingType
    - Component: removed because it is not used in ESPD-EDM v3.0.x.
Section 3.1 General behavior
- Table 20. Criterion, expected elements
  - cac:ProcurementProjectLotReference
    - Type: updated from Text to Class.
    - Cardinality: updated from 1..n to 0..n.
Section 3.2 Legislation
- Table 21. Legislation, expected elements
  - cbc:ID
    - Component: added.
  - cbc:Description
    - Type: updated from Code to Text.
  - cbc:LegislationTitle
    - Component: replaced by cbc:Title.
Section 3.4 Properties
- Table 23. Properties, expected elements
  - cbc:ExpectedAmount
    - Component: added.
  - cbc:ExpectedDescription
    - Component: added.
Section 5.1 Lot Management approach for Selection Criteria
- Text updated from 'The buyer may specify the criteria that each selection criteria apply by using the element cac:ProcurementProjectLotReference that includes cbc:TenderingCriterion.' to 'The buyer may specify the criteria that each selection criteria apply by using the element cac:TenderingCriterion that includes cac:ProcurementProjectLotReference.'.
- cac:ProcurementLotReference
  - Element replaced by cac:ProcurementProjectLotReference.
Section 6.2 ESPD Response XSD Schema
- cac:ContractingAuthorityParty
  - Component: replaced by cac:ContractingParty according to Figure 191. QualificationApplicationResponse XSD Schema, global view.
Section 6.3 ESPD Response cardinalities
- Figure 193. ESPD-EDM 'QualificationApplicationResponse', UML diagram
  - cac:ProcurementProject
    - Component: replaced by cac:ProcurementProject/cbc:Description in alignment with eForms.
  - cac:ProcurementProjectLot
    - Cardinality: updated from 1..n to 1.
  - cbc:ProfileExecutionID
    - Cardinality: updated from 0..1 to 1.
  - cbc:QualificationApplicationTypeCode
    - Component: removed because it is not used in ESPD-EDM v3.0.x.
  - cbc:WeightScoringMethodologyDescription
    - Component: removed because it is not used in ESPD-EDM v3.0.x.
  - cbc:WeightingType
    - Component: removed because it is not used in ESPD-EDM v3.0.x.
Section 6.4 Root elements
- Table 26. Class QualificationApplicationResponse, components required by the ESPD-EDM
  - cac:ContractingParty
    - Desciption: updated with text 'See section xref:2.7_Contracting_Body.adoc[Contracting Body] for more specification details.' where this element is described.
  - cac:EconomicOperator
    - Component: replaced by cac:EconomicOperatorParty according to Figure 193. ESPD-EDM 'QualificationApplicationResponse', UML diagram..
    - Cardinality: updated from 0..1 to 1.
  - cac:ProcurementProject
    - Component: replaced by cac:ProcurementProject/cbc:Description in alignment with eForms.
    - Type: updated from Associated class to Text in alignment with eForms.
    - Cardinality: updated from 0..1 to 1 according to Figure 193. ESPD-EDM 'QualificationApplicationResponse', UML diagram..
    - Requirement: updated from 'Use this component to identify and describe the procurement administrative procedure. If the procurement procedure is divided into lots use the ProcurementProjectLot component to provide details specific to the lot and reserve the ProcurementProject component to describe the global characteristics of the procedure.' to 'This element is required in the ESPD, however it should be identical to that provided in eForms. In general the corresponding eForm should feed the corresponding ESPD with the corresponding data.'.
  - cac:ProcurementProjectLot
    - Cardinality: updated from 0..1 to 1 according to Figure 193. ESPD-EDM 'QualificationApplicationResponse', UML diagram..
    - Description: updated from 'One of the procurement project lots into which this contract can be divided.' to _'The procurement project lot or group of lots this ESPD Response tenders to.'.'
  - cbc:EconomicOperatorGroupName
    - Type: updated from Code to Text.
  - cbc:ProcedureCode
    - Cardinality: updated from 0..1 to 1 according to Figure 193. ESPD-EDM 'QualificationApplicationResponse', UML diagram..
    - Type: updated from Identifier to Code.
  - cbc:ProfileExecutionID
    - Component: added.
    - Cardinality: added 1.
  - cbc:UUID
    - Cardinality: updated from 0..1 to 1.
Section 6.5 Reference to publications and to the ESPD Request
- Table 27. Reference to the ESPD Request, expected elements
  - cac:AdditionalDocumentReference
    - Path: replaced /QualificationApplicationResponse/cac:AdditionalReferenceDocument by /QualificationApplicationResponse/cac:AdditionalDocumentReference.
  - cbc:DocumentDescription
    - Component: added.
    - Cardinality: added 0..1.
- Table 28. External Reference
  - cac:ExternalReference
    - Path: replaced /QualificationApplicationResponse/cac:AdditionalReferenceDocument by /QualificationApplicationResponse/cac:AdditionalDocumentReference.
    - Component: added cbc:FileName and cbc:Description.
Section 6.6 Economic Operator
- cac:EconomicOperator
  - Component: replaced by cac:EconomicOperatorParty according to Figure 193. ESPD-EDM 'QualificationApplicationResponse', UML diagram.
- Table 33. Qualifying Party, expected elements
  - cac:Party/cac:PartyIdentifier/cbc:ID
    - Component: repleaced by cac:Party/cac:PartyIdentification/cbc:ID.
    - Cardinality: Updated from 0..1 to 1.
- Table 34. Economic operator role, expected elements
  - cbc:RoleDescription
    - Cardinality: updated from 0..n to 0..1.
- Table 35. (Qualifying) economic operator party, expected elements
  - cac:PartyIdentification/cbc:Identifier
    - Component: Replaced by cac:PartyIdentification/cbc:ID because cac:PartyIdentification/cbc:Identifier does not exist in UBL-2.3.
    - Requirement: updated from 'More than one identifier can be specified. Compulsory use of the attribute schemeAgencyID and highly recommended the use of the attribute schemeAgencyID. The preferred identifier is the national VAT number. Additional identifiers may be used' to 'When possible use the VAT identification of the contracting body (see the link:https://ec.europa.eu/taxation_customs/vies/[VIES] platform for a EU cross-border national VAT number verification system). When not possible a different identifier may be used.' because previous text was ambiguous.
- Table 36. Economic operator postal address, expected elements
  - cac:PostalAddress
    - Path: updated from /QualificationApplicationResponse/cac:EconomicOperator/cac:Party/cac:PostalAddress to /QualificationApplicationResponse/cac:EconomicOperatorParty/cac:Party/cac:PostalAddress according to Figure 198. cac:QualifyingParty element, XSD.
- Table 38. Service provider, expected elements
  - cac:PostalAddress/cac:Country/cbc:IdentificationCode
    - Type: updated from Identifier to Code.
Section 6.8 Evidences
- cac:Evidence/cac:DocumentReference/cac:IssuerParty
  - Element replaced by cac:Evidence/cac:DocumentReference/cac:IssuerParty/cac:Party/cac:PartyIdentification/cbc:ID.
- Table 44. Elements expected in an Evidence
  - cbc:CandidateStatement
    - Requirement: updated from 'None. Not currently used in ESPD.' to 'None. No rule is applied.' because previous text was misleading.
- Table 45. Elements expected from the 'cac:Evidence/cac:DocumentReference' element
  - cac:Attachment/cac:ExternalReference/cbc:URI
    - Requirement: updated from 'None. Not currently used in ESPD.' to 'None. No rule is applied.' because previous text was misleading.
  - cac:IssuerParty/cbc:ID
    - Component: replaced by cac:IssuerParty/cac:PartyIdentification/cbc:ID.
  - cac:IssuerParty/cbc:Name
    - Component: replaced by cac:IssuerParty/cac:PartyName/cbc:Name.
  - cac:IssuerParty/cbc:WebsiteURI
    - Requirement: updated from 'None. Not currently used in ESPD.' to 'None. No rule is applied.' because previous text was misleading.

Documentation

index.html

Last update: 08/01/2024

ESPD exchange data model v3.0.1

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