UN Economic Commission for Europe 18 th UN/CEFACT Forum Opening Plenary 09.00 – 13.00 hrs 19 September 2011 Geneva International Conference Centre Geneva,
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UN Economic Commission for Europe
18th UN/CEFACT Forum
Opening Plenary09.00 – 13.00 hrs
19 September 2011Geneva International Conference Centre
Geneva, Switzerland
UN Economic Commission for Europe
2
09.00 – 09.15 Welcome
09.15 – 09.45 Bureau Report on the Way Forward
09.45 – 10.15 Coffee Break
10.15 –13.00 Implementing Transition
Schedule
18th UN/CEFACT ForumOpening Plenary
UN Economic Commission for Europe
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•WelcomeUNECE: Virginia Cram-Martos, DirectorUN/CEFACT: Stuart Feder, Plenary Chair
•Bureau Report on the Way
Forward
UN Economic Commission for Europe
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•Continuity and Change•Priority Focus on Projects and Maintenance•Stakeholder Outreach•Transparency•Level playing field•All issues to be open and on the table
Bureau Report
UN Economic Commission for Europe
CENTRE FOR TRADE FACILITATIONAND ELECTRONIC BUSINESS
GENERAL ASSEMBLY
ECONOMIC AND SOCIAL COUNCIL
ECONOMIC COMMISSIONFOR EUROPE
(Executive Committee)
COMMITTEE ON TRADE
UNITED NATIONS
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UN Framework
UN Economic Commission for Europe
Overview of Key Dates to Review
• 7-8 July 2011 – 17th UN/CEFACT Plenary, Geneva
• 12-14 September 2011 – ISO TC/154
• 15-16 September 2011 – MOUMG
• 19-23 September 2011 – 18th UN/CEFACT Forum, Geneva
• 15-17 February 2012 – 18th UN/CEFACT Plenary, Geneva
UN Economic Commission for Europe
• Intergovernmental• Public-private sector collaboration• Global remit• Multidisciplinary• Consensus-driven• Trade Facilitation Recommendations & eBusiness
Standards development• Real-world solutions-oriented• Free to participate / to use outcomes
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Mandate
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UN Economic Commission for Europe
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Drivers for change
• Recommendations from UNECE EXCOM
• Permanent Group Mandate Renewals
• More timely availability of deliverables
• Opportunities from greater stakeholder collaboration
• Outreach to stakeholders / questionnaires
• Gap analyses
• Maturity of experience / lessons learned
UN Economic Commission for Europe
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• Recommendations from UNECE EXCOM
• Permanent Group Mandate Renewals
• More timely availability of deliverables
• Opportunities from greater stakeholder collaboration
• Outreach to stakeholders / questionnaires• Gap analyses•Maturity of experience / lessons learned
Drivers for change and new frameworkStraightforward management structure, emphasis on plenary-controlled/approved programme of work, emphasis on collaboration, project-oriented transparency/communication
Programme development areas provideresponsive and adaptable framework to formulate projects that meet needs without silos, with support activities via Bureau
Strengthened open development process and Bureau monitoring and support of projects provides for more timely outputs, identification of needs and needed Plenary engagement
Programme development areas open up opportunities for greater consultation and collaboration, provide a way to address results of questionnaires, gap analyses, and lessons learned
UN Economic Commission for Europe
Main themes in going forward• Outreach and meeting strategic stakeholder needs • Reducing duplication of effort• Creating value-added benefits through specialisation• Fewer layers of management • Encouraging cross-domain initiatives• Preventing resource-gridlock • Improving timeliness of deliverables• Addressing communication challenges
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UN Economic Commission for Europe
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International Tradeand BusinessProcesses Group
International Tradeand BusinessProcesses Group
Applied TechnologyGroup
Applied TechnologyGroup
Information Content Management Group
Information Content Management Group
Techniques and Methodologies Group
Techniques and Methodologies Group Legal Group
Legal Group
Domains: Accounting & Audit - Agriculture - Architecture, Engineering & Construction - Business Process Analysis - Customs - eGovernment - Electronic Trade Documents - Environmental Management - Finance - Harmonization - Health Care - Insurance - International Trade Procedures - Supply Chain - Transport - Travel, Tourism and Leisure
Plenary ChairPlenary Chair___________________
BureauBureau
Plenary ChairPlenary Chair___________________
BureauBureau
FMGFMG
ForumForumManagementManagement GroupGroup
FMGFMG
ForumForumManagementManagement GroupGroup
Regional Rapporteurs
Regional Rapporteurs
UN/CEFACT Forum
UN/CEFACT Plenary
R.650 Rev. 4 Structure
UNECESecretariat
UNECESecretariat
UN Economic Commission for Europe
PLENARY----------
Plenary BureauRegional Rapporteurs
Document 15 Structure
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UN Economic Commission for Europe
Plenary----------
Plenary BureauRegional Rapporteurs
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Project Teams
Programmme of Work
UN Economic Commission for Europe
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Deliverables Programme of Work
•Identified Programme Development Areas
•Achieved Project Teams
UN Economic Commission for Europe
Methodology and Technology
Sectoral
Regulatory
Supply Chain
Trade and Transport Facilitation•Trade Facilitation Implementation Guide•Annex to Trade Recommendation 6•Revision of Trade Recommendation 11•Revision of Trade Recommendation 12•Trade Recommendation 34•Trade Recommendation 35•Trade Recommendation 36•Consultation Models for Public and Private Sector Consultation•Business Process Analysis•International Supply Chain Reference Model
Methodology and Technology
Sectoral
Regulatory
Supply Chain
Trade and Transport Facilitation
Programme of Work
Programme Development Areas Project Teams
Plenary----------
Plenary Bureau
Initial Framework
PROGRAMME OF WORK
BUREAU PROGRAMME SUPPORT
Support Services Tasks & Communication Activities
Work Programme Coherence and Coordination, Project Monitoring, Harmonisation, Core Component Library, Audit/Quality, Maintenance, Schema development and maintenance, Directories, Conformance, Legal, Communication (external/internal), Marketing , Events, Liaison, Training / Capacity Building
UN Economic Commission for Europe
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Business TechnicalAccounting & Audit Audit / Validation
Agriculture Business Process Modelling
Customs Communication
Environmental Management Harmonisation
Finance/Payments Legal
Government Library maintenance
Health Care Library production
Insurance Methodology
International Trade Procedures Publications
Procurement UN/EDIFACT
Supply Chain Management XML
Transport
Travel/Tourism
Registry of Domains
UN Economic Commission for Europe
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• Validate coverage • Strategic review – old/new• Transparent lists• Clear procedures• Formal – UNECE MOU needed• Cooperation activities• Collaboration• Relationship management
Liaison
UN Economic Commission for Europe
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PROGRAMME DEVELOPMENT AREAS• Trade & Transport Facilitation - Vice Chairs: Mats Wicktor and Viktor Dravitsa International Trade Procedures, Customs, Transport• Supply Chain – Vice Chairs: Mike Doran and Tim McGrath Supply Chain Management, Procurement, Payments/Finance, Accounting and Audit• Regulatory – Vice Chairs, Tahseen Khan and Mats Wicktor Customs, Government, Environmental Management• Sectoral – Vice Chairs Bruno Prepin and Harm-Jan van Burg Agriculture, Health Care, Insurance, Travel/Tourism• Methodology & Technology – Vice Chairs Peter Amstutz and Tim McGrath Business Process Analysis, Methodology, Harmonisation, Library, Audit, UN/EDIFACT, XML
BUREAU PROGRAMME SUPPORTVice Chairs: Peter Amstutz, Pier Alberto Cucino (Communications), Harm-Jan van Burg (Liaison)
Current Structure
PROGRAMME DEVELOPMENT
AREAS
PROJECT TEAMS
PROGRAMME OF WORK
ROSTER OF EXPERTS
REGISTRY OF DOMAINS
Bureau Programme Support23
UN Economic Commission for Europe
18th UN/CEFACT Forum
Coffee Break09:45 – 10:15 hrs
19 September 2011Geneva International Conference Centre
Geneva, Switzerland
UN Economic Commission for Europe
18th UN/CEFACT Forum
Implementing Transition10:15 – 13.00 hrs
19 September 2011Geneva International Conference Centre
Geneva, Switzerland
UN Economic Commission for Europe
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10.15 – 11.15 Introduction to Programme Development Areas and Bureau Programme Support
11.15 – 12.40 Overview of UN/CEFACT Operating Procedures
12.40 – 12.50 Communication
12.50 – 13.00 Forum schedule and general information
Schedule
UN Economic Commission for Europe
1818thth UN/CEFACT FORUM UN/CEFACT FORUM 1818thth UN/CEFACT FORUM UN/CEFACT FORUM
Opening PlenaryOpening Plenary
Trade and Transport Facilitation PDATrade and Transport Facilitation PDA
Geneva International Conference CentreGeneva International Conference CentreGeneva, Switzerland – 19 September 2011Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
PROGRAMME OF WORK PROGRAMME OF WORK
Vice Chairs: Vice Chairs: Mats Wicktor Mats Wicktor
& & Victor DravitsaVictor Dravitsa
TRADE AND TRADE AND TRANSPORT TRANSPORT
FACILITATIONFACILITATION
Domains: Customs, Transport, International Trade Domains: Customs, Transport, International Trade ProceduresProcedures
PROJECT PROJECT TEAMSTEAMS
Trade and Transport Trade and Transport Facilitation PDAFacilitation PDA
UN Economic Commission for Europe
Monday pm PDA MeetingMonday pm PDA MeetingMonday pm PDA MeetingMonday pm PDA Meeting• Trends, tendencies and environmental scanningTrends, tendencies and environmental scanning• Domain Specific Discussions Domain Specific Discussions • Status of ongoing ProjectsStatus of ongoing Projects• Single Window ManagementSingle Window Management• Cargo Declaration ResolutionCargo Declaration Resolution• Procedure for Recommendations?Procedure for Recommendations?• Trade recovery – what can CEFACT do?Trade recovery – what can CEFACT do?• Possible needs for collaborationPossible needs for collaboration• Planning for the weekPlanning for the week
Trade and Transport Trade and Transport Facilitation PDAFacilitation PDA
UN Economic Commission for Europe
Domain coordinatorsDomain coordinators
• International Trade Procedures: Johan PonténInternational Trade Procedures: Johan Pontén
• Customs: SP SahuCustoms: SP Sahu
• Transport: Dominique VankemmelTransport: Dominique Vankemmel
UN Economic Commission for Europe
1818thth UN/CEFACT FORUM UN/CEFACT FORUM 1818thth UN/CEFACT FORUM UN/CEFACT FORUM
Opening PlenaryOpening Plenary
Supply Chain PDASupply Chain PDA
Geneva International Conference CentreGeneva International Conference CentreGeneva, Switzerland – 19 September 2011Geneva, Switzerland – 19 September 2011
PROGRAMME DEVELOPMENT AREA
PROGRAMME OF WORK
Vice Chair
2
Supply Chain
Domain support: Supply Chain Management, Procurement, Accounting & Audit, Finance/Payments,
Insurance, Government, Transport
PROJECT TEAMSS
•Cross Industry Catalog•Cross Industry Invoice
•Cross Industry Remittance Advice•Cross Industry Ordering
•Cross Industry Scheduling•Cross Industry Delivery
•Cross Industry Quotation•Market Research Information
•eTendering•Project Schedule and Cost Performance Management
•Contract Financial Execution Management
•Public Electronic Procurement
PROGRAMME DEVELOPMENT AREA PROJECT TEAMS
S
PROGRAMME OF WORK
Vice Chairs
Mike Doran
&Tim
McGrath
Supply Chain
Domains: Supply Chain Management, Procurement, Finance/Payments & Accounting & Audit
•Cross Industry catalogue•Cross Industry Invoice
•Cross Industry Remittance Advice•Cross Industry Ordering
•Cross Industry Scheduling•Cross Industry Delivery
•Cross Industry Quotation•Market Research Information
•eTendering•Project Schedule and Cost
Performance Management•Contract Financial Execution Management
•Public Electronic Procurement•Security for XML Documents & Messages
•Material Data Safety Sheet•Globally Harmonized System of
Classification & Labelling of Chemicals (GHS)•Registration, Evaluation, Authorization &
Restriction of Chemicals
UN Economic Commission for Europe
CURRENT DOMAIN COORDINATORSCURRENT DOMAIN COORDINATORS
• Supply Chain Management: Karina Duvinger & Edmund Gray
• Procurement: Bernard Longhi
• Finance & Payments: Liliana Fratini Passi
• Accounting & Audit: Michel Lesourd & Eric Cohen
SUPPLY CHAIN PDA
UN Economic Commission for Europe
PROJECTS & PROJECT LEADERSPROJECTS & PROJECT LEADERS
EX TBG 1 – In ODP Step 7
•Cross Industry Catalogue: Karina Duvinger•Cross Industry Invoice: v2.0 + 2.1: Edmund Gray
– Migration CII to CCTS 3.0 & NDR 3.0: Karina Duvinger (Coordinator)•Cross Industry Remittance Advice: Mounir El-Koury•Cross Industry Ordering: Martin Forsberg•Cross Industry Scheduling: Samy Scemama•Cross Industry Delivery: Edmund Gray•Cross Industry Quotation: Gilles Brandel•Market Research Information: Helge Simonsen•Supply Chain Process Common Requirements: Sue Probert
SUPPLY CHAIN PDA
UN Economic Commission for Europe
PROJECTS & PROJECT LEADERSPROJECTS & PROJECT LEADERS
Ex TBG 1 - Mapped to Regulatory PDA
In ODP Step 4
•Globally Harmonized System of Classification & Labelling of Chemicals (GHS): Delta Pelgrim
In ODP Step 7
•Material Safety Data Sheet: Delta Pelgrim
In ODP Step ?
•Registration, Evaluation, Authorization & Restriction of Chemicals (REACH):Delta Pelgrim
SUPPLY CHAIN PDA
UN Economic Commission for Europe
PROJECTS & PROJECT LEADERSPROJECTS & PROJECT LEADERS
Ex TBG 5
•Finance & Payments: Supply Chain Finance: new standardization needs to be addressed (eg.: guarantees, letters of credit, open account, trade counterparties screening)
– Cross-Industry Invoice: maintenance with respect to financial issues / coordination with other PDA domains
– Liaison with ISO20022 and global financial services (e.g.: Common Global Implementation)
To be followed up after SIBOS event in Toronto
SUPPLY CHAIN PDA
UN Economic Commission for Europe
PROJECTS & PROJECT LEADERSPROJECTS & PROJECT LEADERS
EX TBG 6
In ODP Step 3
•Contract Financial Execution Management: Michel Entat
In ODP Step 6
•Security for XML Documents & Messages: Sujeet Bhatt
In ODP Step 7
•eTendering ebXML Standards Project: Kevin Smith•Project Schedule & Cost Performance Management: Chris Hassler
SUPPLY CHAIN PDA
UN Economic Commission for Europe
PROJECTS & PROJECT LEADERSPROJECTS & PROJECT LEADERS
Ex TBG 12 In ODP Step 3•Lexical Nomenclature: Michel Lesourd In ODP Step 6•Accounting Trial Balance: Michel Lesourd•Accounting Bundle Collection: Michel LesourdIn ODP Step 7•Accounting Token:•Accounting Entry v.1 & V.2:•Accounting Ledger:•Accounting Chart of Accounts:•Accounting Reporting:•Accounting Message:•Accounting Journal:
SUPPLY CHAIN PDA
UN Economic Commission for Europe
Monday pm PDA MeetingMonday pm PDA Meeting
•Review of PDA Domains – Outstanding issues
•Detailed discussion on New Procedures with ITT
•Review of all current Projects
•First discussion on Supply Chain PDA Future Strategy
•Planning of the week
SUPPLY CHAIN PDA
UN Economic Commission for Europe
1818thth UN/CEFACT FORUM UN/CEFACT FORUM 1818thth UN/CEFACT FORUM UN/CEFACT FORUM
Opening PlenaryOpening Plenary
Regulatory PDARegulatory PDA
Geneva International Conference CentreGeneva International Conference CentreGeneva, Switzerland – 19 September 2011Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
PROGRAMME OF WORK PROGRAMME OF WORK
Vice Chairs: Vice Chairs: Tahseen Khan Tahseen Khan
& & Mats WicktorMats Wicktor
REGULATORYREGULATORY
Domains: Customs, Environmental Management, Domains: Customs, Environmental Management, GovernmentGovernment
PROJECT PROJECT TEAMSTEAMS
REGULATORY PDAREGULATORY PDA
UN Economic Commission for Europe
Monday pm PDA MeetingMonday pm PDA MeetingMonday pm PDA MeetingMonday pm PDA Meeting• Trends, tendencies and environmental scanningTrends, tendencies and environmental scanning• Domain Specific Discussions Domain Specific Discussions • Status of ongoing ProjectsStatus of ongoing Projects• Trade recovery – what can CEFACT do?Trade recovery – what can CEFACT do?• Possible needs for collaborationPossible needs for collaboration• Planning for the weekPlanning for the week
REGULATORY PDA
UN Economic Commission for Europe
Domain CoordinatorsDomain Coordinators
• Customs: SP SahuCustoms: SP Sahu
• Government: nomen nescioGovernment: nomen nescio
• Environmental Management: Delta PelgrimEnvironmental Management: Delta Pelgrim
UN Economic Commission for Europe
1818thth UN/CEFACT FORUM UN/CEFACT FORUM 1818thth UN/CEFACT FORUM UN/CEFACT FORUM
Opening PlenaryOpening Plenary
Sectoral PDASectoral PDA
Geneva International Conference CentreGeneva International Conference CentreGeneva, Switzerland – 19 September 2011Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
Programme Development
Area
PROGRAMME OF WORK
Vice Chairs
Bruno Prepin&
Harm-Jan van Burg
Sectoral
Agriculture, Insurance, Travel/Tourism, Healthcare
PROJECTSS
Small scaled Lodging House InformatioSmall scaled Lodging House Travel Product Information ProcessCattle Registration Information Exchange Livestock Life RecordEDI of Agronomical Observations ReporteArchiving - Tranfer of digital records DAPLOS project Small scaled Lodging House Reservation Information Process
UN Economic Commission for Europe
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Domain coordinators
Travel/Tourism Mr Aiko Suzuki
Insurance Mr Andreas Schultz
Agriculture Mr Frans van Diepen
UN Economic Commission for Europe
Information flows Agri
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Professional organizations
Ag. supplier Retailer
FARMERCollector & StockmakerDistributor
Food processing industry
Ministry of Agriculture (central & local)
Customs
ADMINISTRATIONS
LogisticsTransports
Research centers
Analysis labs
Banking and insurance companiesIT companies
Accounting service companies
SERVICE PROVIDER
UN Economic Commission for Europe
ANIMAL CROPS eCertification
• Crop Data Sheet (eDAPLOS) (CCL08A)
• Agronomical Observations Report
(CCL11B)
• Crop Data Sheet (eDAPLOS) (CCL08A)
• Agronomical Observations Report
(CCL11B)
• Cattle Registration Information Exchange(CRIE) – (CCL 10A)
• Animal Life Record
• Fish Traceability (dispatch advise (CCL10A)
• Cattle Registration Information Exchange(CRIE) – (CCL 10A)
• Animal Life Record
• Fish Traceability (dispatch advise (CCL10A)
TRANSVERSE
• Electronic Data Exchange Proxy (CCL10A)
• Electronic Data Interchange for laboratory analysis in agricultural and agri- food fields (in progress)
• Electronic Data Exchange Proxy (CCL10A)
• Electronic Data Interchange for laboratory analysis in agricultural and agri- food fields (in progress)
• eCert Message (CCL08A)
• Implementation Guide
• eCert Message (CCL08A)
• Implementation Guide
scope agriculture projects
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Travel /Tourism, Healthcare, Insurance
Objectives for this week• Outreach and meeting strategic stakeholder needs • Reviewing existing projects• Define scope and achievable goals• Contribute to Programme of Work• Define cross-sectoral activities• Establish working procedures within PDA• Define contributions to other UN activities• Explore enlarging participation of new experts
UN Economic Commission for Europe
1818thth UN/CEFACT FORUM UN/CEFACT FORUM 1818thth UN/CEFACT FORUM UN/CEFACT FORUM
Opening PlenaryOpening Plenary
Methodology & Technology PDAMethodology & Technology PDA
Geneva International Conference CentreGeneva International Conference CentreGeneva, Switzerland – 19 September 2011Geneva, Switzerland – 19 September 2011
UN Economic Commission for Europe
PROGRAMME DEVELOPMENT AREA PROJECT TEAMS
PROGRAMME OF WORK
Vice ChairsPeter Amstutz
&Tim McGrath
Methodology&
Technology
Domains:Business Process Modelling, Methodology, UN/EDIFACT, XML
Audit/Validation, Harmonisation, Library maintenance, Library production,
•Common Business Process Catalog Specification •Core Component Business Document Assembly •Core Component Technical Specification V3.0 – Part 1 of CCTS •Framework for building Catalog of Common Business Processes •MRI Meetings •REA - Specialization Module for UMM •Security for XML documents and Messages •UML Profile for Core Components V3.0 – Part 2 of CCTS •UN/CEFACT Context Methodology V1.0 •UN/CEFACT Modeling Methodology V2.0 •UN/CEFACT Standard Business Document Header V3.0 •UN/CEFACT XML Naming and Design Rules V3.0 •XML For CCTS “how to do it”
not“responsible for”
“how to do it”not
“responsible for”
UN Economic Commission for Europe
CURRENT PROJECT LEADERSCURRENT PROJECT LEADERS
METHODOLOGY & TECHNOLOGY PDA
UN Economic Commission for Europe
CURRENT DOMAIN COORDINATORSCURRENT DOMAIN COORDINATORS
METHODOLOGY & TECHNOLOGY PDA
UN Economic Commission for Europe
Monday Afternoon PDA MeetingMonday Afternoon PDA Meeting
•Review of all current Projects– UMM status– UCM review– CCBDA status
•Review of PDA Domains – Outstanding issues•Discussion on New Procedures with ITT/BPS•Open discussion Methodology & Technology PDA Future Strategy
– CSDAT– Gap Analysis, including Reference Models
•Planning of the week– Thursday 22 Sept 09:00-1300 - Document Architecture
(CCBDA,SBDH,UCM, et al.)
METHODOLOGY & TECHNOLOGY PDA
UN Economic Commission for Europe
Bureau Programme Support (BPS)
19 – 23 September 201118th UN/CEFACT Forum
Geneva
UN Economic Commission for Europe
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Trade and Transport Facilitation
Trade and Transport Facilitation
Supply ChainSupply Chain
RegulatoryRegulatory
SectoralSectoral Methodology
and Technology
Methodology and Technology
Bureau___________________
ChairUNECE
Secretariat
UNECESecretariat
UN/CEFACT Plenary
Regional Rapportuers
Regional Rapportuers
Vice ChairVice Chair
Vice ChairVice Chair
Vice ChairVice Chair
Vice ChairVice Chair
Vice ChairVice Chair
Vice ChairVice Chair
Vice ChairVice Chair
Programme Development AreasProgramme Development Areas
Programme Support TasksProgramme Support Tasks
Programme of WorkProgramme of Work
Roster of ExpertsRoster of Experts
Registry of Domains Business: Accounting & Audit Agriculture Customs Environmental Management Finance/Payments Government Health Care Insurance International Trade Procedures Procurement Supply Chain Management Transport Travel/Tourism Technical: Audit/Validation Business Process Modelling Communication Harmonisation Legal Library Maintenance Library Production Methodology Publlications UN/EDIFACT XML
Registry of Domains Business: Accounting & Audit Agriculture Customs Environmental Management Finance/Payments Government Health Care Insurance International Trade Procedures Procurement Supply Chain Management Transport Travel/Tourism Technical: Audit/Validation Business Process Modelling Communication Harmonisation Legal Library Maintenance Library Production Methodology Publlications UN/EDIFACT XML
ProjectsProjectsDomain
Support
DomainSupport Projects
ProjectsDomainSupport
DomainSupportProjects
ProjectsDomainSupport
DomainSupport Projects
ProjectsDomainSupport
DomainSupport Projects
ProjectsDomainSupport
DomainSupport
UN Economic Commission for Europe
PROGRAMME OF WORK
Vice Chairs
Peter Amstutz,
Pier Alberto Cucino
&Harm Jan van Burg
BUREAU PROGRAMME SUPPORT
Support Services Tasks & Communication Activities
Work Programme Coherence and Coordination, Project Monitoring, Harmonisation, Core Component Library, Audit/Quality, Maintenance, Schema development and maintenance, Directories, Legal, Communication (external/internal), Marketing , Events, Liaison, Training / Capacity Building
UN Economic Commission for Europe
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Bureau Programme Support
• Bureau Programme Support is responsible for non-project worked carried out by UN/CEFACT
– Communication, marketing, outreach, capacity building– Deliverables maintenance, validation, publication– Coherence and coordination, project management– Events, liaison, outreach, training
• Focus of Bureau Programme Support has been on protection and continuity of key deliverables during reorganization
UN Economic Commission for Europe
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Bureau Programme Support
• Key deliverables are impacted by processes and workflow that are changing as part of the new organization
• To minimize impact, an Implementation Transition Team (ITT) has been reconciling and updating all relevant procedures to account for new organisation
UN Economic Commission for Europe
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ImplementationTransition Team
• Established in June, 2011• Providing guidance on continuity of key tasks,
special emphasis on protection / maintenance of key deliverables
• Monitor and regularly report lessons learned• Formulate proposals for adjustment of
procedures and organisation
UN Economic Commission for Europe
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ITT Accomplishments
• Forum meeting organisation (in consultation with the Bureau and Secretariat)
• Catalogue of Procedures
• Detailed procedures for production and maintenance of key deliverables (details will follow)
• Action plans for updates to listservs, websites, and project management software
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Key Processes andProcedures
• Open Development Process (ODP)• Library Maintenance Overview• UN/EDIFACT Maintenance Procedures• Core Component Library Procedures• TDED Procedures• Code List Procedures• XML Schema Procedures• Validation Procedures
UN Economic Commission for Europe
Revised Open Development Process*
*ECE/TRADE/C/CEFACT/2010/24/Rev.1 - Revised open development process
19-23 September 2011UN/CEFACT Plenary
Geneva
UN Economic Commission for Europe
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Background
• Developed to encourage electronic working methods and virtual groups
• Introduced after the ebXML project – 10 times more virtual participants than meeting participants
• Proven very successful in engaging wide participation– Example: CCTS v1.9 >700 comments
UN Economic Commission for Europe
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ODP 1
Project & Team Formation
ProjectProposal
InitialContri-butions
ODP 2
Requirements
Require-ments
Document
ODP 3
Internal
Draft
InternalDraft
CommentsLog
ODP 4
Internal
Review
PublicDraft
CommentsLog
ODP 5
Public
Review
CommentsLog
Impl.Draft
ODP 6Impl. Verification
FinalDraft
ODP 7Publication
Publication
ODP 8Maintenance
Previous ODP
UN Economic Commission for Europe
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• Designed for Technical Specifications– Adjusting the ODP for other deliverables not always a
perfect fit, necessitating a very complicated document.
• New and changed procedures, e.g.– IPR report– 3 Country Rule
• Enable new organisational structure
• Enable many types of documents without having to change the ODP
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Why Change?
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• Main principles work and are retained
• 7 development steps– Internal review included in drafting phase– All steps no longer mandatory
• All project deliverables subject to ODP– A few exceptions, e.g. project proposal
• IPR disclosure milestones included in each applicable step
Major Changes
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a) Welcome participation by anyone designated as an expert by a Head of Delegation to UN/CEFACT
b) Encourage global input
c) Work quickly
d) Not incorporate specific hardware or operating system requirements or any other proprietary software tool requirements into their processes and publications
e) Understand and agree to be subject to the UN/CEFACT Intellectual Property Rights (IPR) policy
f) Understand and agree to be subject to the UN/CEFACT Code of Conduct
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Principles
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1. Project Inception– Proposal from Plenary delegation, existing Project Team, or the Bureau– Includes definition of scope and project exit criteria
2. Requirements Gathering– May be used also for technical evaluation of submission(s) to the Project
3. Draft Development4. Public Review5. Project Exit
– May vary from simple Bureau review to full implementation verification
6. Publication7. Maintenance
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New ODP Steps
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• The Bureau receives any comments following product publication and the completion of the work of the Project Team.
• Should the Bureau determine that a significant revision of the product is required, such a maintenance project is begun at the Project Inception stage.
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Maintenance
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• Step-by-step examples have been produced– UNECE Recommendation– Business Standard with XML output – Business Standard with UN/EDIFACT output – Technical Specification
• More to come involving examples of exit criteria
• Not Normative! These are examples of what can be done, not how to do it.
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Examples
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• Existing libraries are in ODP Step 7– UN/EDIFACT– Core Component Library– Trade Data Element Directory (Joint with ISO)
• Goals– Develop procedures that apply to all three
libraries– Improve timeliness of deliverables– Clearly documented validation procedures
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ODP Maintenance: Libraries
UN Economic Commission for Europe
Maintenance Procedure Upgrade•Clarify procedures in order to encourage participation•Increase speed of library publication, e.g., need to increase limited resources for library work
•Need complete methodology for all aspects of library maintenance, e.g., alignment of deletion procedures
•Include alignment / harmonisation of libraries and publication cycles in maintenance procedures
Reorganisation
UN Economic Commission for Europe
Three Libraries
EDIFACT CCL TDED
Joint Maintenance Agency(UNECE and ISO TC154)
“Libraries” also refers to code lists and XML schema.
The Libraries
Code lists
XMLSchema
UN Economic Commission for Europe
Library Linkages
UN/EDIFACT DE 7065 Package Type Description Code
TDED DE 7065 Package. Type. Code
CCL BCC Package. Type. Code/TDED Link 7065
UN Economic Commission for Europe
The following steps apply to all requests for changes to existing libraries/code lists/directories:
• Change request(s) submitted and logged• Technical assessment• Semantic assessment• Harmonization• Update of libraries/code lists/directories • Validation of updated libraries/code lists/directories
– Quality Assurance (internal review)– Formal Validation (independent review)
• Publication
Maintenance Steps
UN Economic Commission for Europe
• Change request(s) are submitted, logged, and checked• Technical and semantic assessments are based on published
checklists• Domain experts are needed for semantic assessment of the
business need and solution• Harmonization includes:
– comparison of the change to the existing library or libraries to determine if it is indeed ‘new’ and not semantically equivalent to something that already exists
– any changes to the submission are agreed upon by the submitter and by the appropriate domain team(s)
– adding references in the libraries to maintain and document the alignment between the libraries.
Library Production
UN Economic Commission for Europe
• Quality Assurance (internal)– By library team– By the submitters
• Validation (independent)– By experts in the libraries, in the domains involved, in any syntax
solutions produced, and in the publication of the particular libraries.
• Publication– Approved libraries are submitted to the UNECE Secretariat and to the
ISO Secretariat (TDED) for publication.
Library Production
UN Economic Commission for Europe
Maintenance Procedure Remains•Confirm EDIFACT maintenance within new organization•Clarify procedures in order to encourage participation
– Some resources may drop off, we’re already limited
•Maintain production speed and quality•Include alignment / harmonisation of libraries and publication cycles in maintenance procedures
Reorganisation
UN Economic Commission for Europe
• Change request(s) submitted and logged– Submitter representative + secretariat– Continuance of regional entry points unclear, outside UN/CEFACT
• Technical assessment– BPS – EDIFACT Maintenance Team
• Semantic assessment– Domains – Domain Coordinators
Maintenance Steps(1)
UN Economic Commission for Europe
• Cross-library Harmonization– BPS – Maintenance Coordination Team
• Production– Secretariat
• Validation of updated directories – BPS – EDIFACT Validation Team
• Publication– Secretariat
Maintenance Steps (2)
UN Economic Commission for Europe
• Change request(s) are submitted, logged, and checked
• Technical and semantic assessments are based on published checklists and rules
• Domain experts are needed for semantic assessment of the business need and solution
• We could do with a couple of additional tech experts as well
• Harmonization included mostly in technical assessment
Library Production
UN Economic Commission for Europe
• The big question:
How have the procedures for submission to the CCL changed with the new organization?
Core Component Library ProceduresCore Component
Library Procedures
UN Economic Commission for EuropeCore Component
Library ProceduresCore Component
Library Procedures
• Short answer: not much, and only in good ways• Submissions will go through a similar process
– Submission and Logging– Technical Assessment– Semantic Assessment– Harmonization– Library Update– Validation– Publication
• Processes unified across all UN/CEFACT outputs
UN Economic Commission for Europe
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Core Component General Comments
Core Component General Comments
• In general, all steps will use publicly available checklists and rules
• Submitters will be involved in all steps that change the content of their submission
UN Economic Commission for EuropeCore Component Library:
Step 1Core Component Library:
Step 1
Step 1: Change Request Submitted and Logged
•Change Request must be in an acceptable format– Spreadsheet– XMLForCCTS– CCL format
•Submission to a central authority– Within the Bureau Programme Support (BPS) group
•Submitter will be involved in the processing of the submission
UN Economic Commission for EuropeCore Component Library:
Step 2Core Component Library:
Step 2
Step 2: Technical Assessment
•Members of BPS Technical Assessment Team assess the submission for technical correctness
•Goal is to have short turn-around time
UN Economic Commission for EuropeCore Component Library:
Step 3Core Component Library:
Step 3
Step 3: Semantic Assessment
•Members of BPS Semantic Assessment Team assess the submission for semantic correctness and coherence within the library
•Work will be of a cross-domain nature to ensure that a wide variety of viewpoints are brought to bear
UN Economic Commission for EuropeCore Component Library:
Step 4Core Component Library:
Step 4
Step 4: Harmonization
•Members of BPS Harmonization Team make sure that the submission fits within the overall library
•Work will be of a cross-domain nature to ensure that a wide variety of viewpoints are brought to bear
•Often, this will be done in parallel with Semantic Assessment
UN Economic Commission for Europe
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Core Component Library:Step 5
Core Component Library:Step 5
Step 5: Library Update
•Members of BPS Library Maintenance Team take all submissions for the library, and incorporate them into that library
•This work should not change any of the harmonized submissions
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Core Component Library:Step 6
Core Component Library:Step 6
Step 6: Validation
•Members of BPS Library Maintenance Team will first perform an extensive quality assurance of the new library
•Members of the BPS Independent Validation Team will then perform a final validation
– Any errors found will be corrected, in cooperation with the Library Maintenance Team and the original submitter
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Core Component Library:Step 7
Core Component Library:Step 7
Step 7: Publication
•Bureau will review and approve publication based on successful validation results
•The library will be provided to the Secretariat for publication
UN Economic Commission for Europe
• TDED is a joint publication of UNECE and ISO• There is a joint UNECE/ISO Maintenance Agency
(MA) which includes international organisations and international convention holders such as WCO, IMO, IRU etc. who are responsible for their respective informative bridge content
• The 4 digit ID is shared with UN/EDIFACT and is subject to TDED formatting rules
BackgroundBackground
UN Economic Commission for Europe
Linkages to be maintained between TDED and EDIFACT
a) Direct - TDED DE to EDIFACT DE
b) Indirect - TDED DE to EDIFACT DE + Code
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Example: TDED 7065 is equivalent to EDIFACT 7065
Example: TDED 1014 is equivalent to EDIFACT 1153 + Code PK
LinkagesLinkages
UN Economic Commission for Europe
The following steps apply to all requests for changes to the TDED:
• Change request(s) submitted and logged• Technical assessment• Semantic assessment• Harmonization• Update of TDED• Validation of updated libraries/code lists/directories
– Quality Assurance (internal review)– Formal Validation (independent review)
• Joint Publication
Maintenance Steps
UN Economic Commission for Europe
Three types of code lists to be maintained1.EDIFACT Code Lists (UNCL)2.UNECE Recommendation Code Lists3.Core Component library Code Lists
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Code List Types
UN Economic Commission for Europe
1. EDIFACT Code Lists (UNCL)– Maintained under the EDIFACT
Directories maintenance procedures– Linkages between TDED DE and EDIFACT
DEs are maintained
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Example: TDED 1014 is equivalent to EDIFACT 1153 + Code PK
Code Lists – Type 1
UN Economic Commission for Europe
2. UNECE Recommendation Code Lists - External• Rec 3 – UNECE linking to ISO 3166-1 (Country Codes)• Rec 5 - UNECE publication of ICC Incoterms• Rec 9 – UNECE linking to ISO 4217 (Currency Codes)
The following maintenance steps apply to all requests for changes to external Recommendation Code Lists:
– Change request(s) submitted and logged and forwarded to ISO or ICC– Update of Recommendation Code Lists– Validation of updated libraries/code lists/directories
• Quality Assurance (internal review)• Formal Validation (independent review)
– Publication
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Code Lists – Type 2
UN Economic Commission for Europe
2. UNECE Recommendation Code Lists - Internal• Recs 16, 19, 20, 21, 23, 24, 28
The following maintenance steps apply to all requests for changes to internal UNECE Recommendation Code Lists:
– Change request(s) submitted and logged– Technical assessment– Semantic assessment– Harmonization– Update of libraries/code lists/directories – Validation of updated libraries/code lists/directories
• Quality Assurance (internal review)• Formal Validation (independent review)
– Publication
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Code Lists – Type 2
UN Economic Commission for Europe UNECE RecommendationCode Linkage Example
UN/EDIFACT DE 7065 Package Type Description Code
TDED DE 7065 Package. Type. Code
CCL BCC Package. Type. Code/TDED Link 7065
UNECE Recommendation 21 Package Type Code List
UN Economic Commission for Europe
3. Core Component Library (CCL) Code Lists• Submitted for use in Project RSMs e.g. EDIFICAS Accounting
Code Lists
The following maintenance steps apply to all requests for changes to CCL Code Lists:
– Change request(s) submitted and logged– Technical assessment– Update of CCL– Validation of updated CCL
• Quality Assurance (internal review)• Formal Validation (independent review)
– Publication
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Code Lists – Type 3
UN Economic Commission for Europe
The 10.000 foot view
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XML schema production
Core Component library
Maintenance
UN/EDIFACT Maintenance
External Code list
Maintenance
BRS
RSM
Business Message Template
CCL EDIFACT Code lists
Business Requirements
Multiple
XMLNDR
Publication
Validation
SML Schema
TDEDMaintenance
BRS: Business Requirement SpecificationRSM: Requirement Specification Mapping
UN Economic Commission for Europe
• Driven by – CCL releases– RSM from projects
• No “DMR process”– All changes through CCL and RSM
• “All inclusive”– Currently the entire package of schemas is
provided in one go
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Key principles
UN Economic Commission for Europe
• Production rules defined in the XML NDR
• Mostly automated production– The NDR is aimed at fully-automated production
(“push the button”)– Still some “manual intervention” is needed
• Checklist will be made publicly available to control the “manual intervention”
• Will work with CCL Maintenance Team and the submitter (e.g. project) to correct any issues found• Errors found will be corrected in the source, i.e. the CCL or
RSM/Business Message Template, before re-production of XML schemas
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Key principles (2)
UN Economic Commission for Europe
User concern
• Availability– Where do I find...?
• Need to improve visibility and presentation on the web
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UN Economic Commission for Europe
User concern (2)
• Time-to-market– When the RSM is done, I
want the XML yesterday!
• Limited resources available for “manual intervention”
• Fully automated production tool
• Integrated production process and tools
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UN Economic Commission for Europe
User concern (3)
• Quality– Does the XML meet my
business needs?– Is it good XML?
• Engage projects in validation process
• Versioning– XML schemas are
potentially a run-time artifact
– XML versioning not aligned to business level
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UN Economic Commission for Europe
Libraries
EDIFACT CCL
For ensuring quality, all libraries need formal validation
Current subjects:- EDIFACT- CCL
Candidate subjects :- Recommendations as code lists e.g. UN/LOCODE- TDED
Libraries
UN Economic Commission for Europe
Setting up Formal Validation Procedure:• Studying specifications
– e.g. CCTS, NDR, RSM, BRS, Submission Template for CCL• Defining checking rules for finding conflicts
– between old and new versions of library – between two parts e.g. BIE and CC , of library– Between a library and supporting documents e.g. RSMs (similar to ICG audit procedures for CCL)
• Developing small tools for automatic checking rules for improving efficiency of validation
Preparation
UN Economic Commission for Europe
Doing Formal Validation on each library• Doing validation based on checking rules• Writing reports of formal validation for corresponding teams
to maintain libraries• Repeat until resolved issues of formal validation
Validation
UN Economic Commission for Europe
Join the Bureau Programme Support Team
• UN/CEFACT’s reorganisation is designed to make UN/CEFACT more efficient, responsive to our stakeholders
• Many areas for improvement have been identified in the past and present
• Some areas need resources in order to implement these improvements
Conclusion
UN Economic Commission for Europe
1818thth UN/CEFACT FORUM UN/CEFACT FORUM 1818thth UN/CEFACT FORUM UN/CEFACT FORUM
Current priorities of UN/CEFACT Current priorities of UN/CEFACT CommunicationCommunication
Pier Alberto CucinoPier Alberto CucinoBureau Vice ChairBureau Vice Chair
Geneva International Conference CentreGeneva International Conference CentreGeneva, Switzerland – 19 September2011Geneva, Switzerland – 19 September2011
UN Economic Commission for Europe New structure & communication
• Communication is specifically included among the main priorities of the UN/CEFACT’s new structure, thereby providing for enhanced transparency
• It’s the first Forum in which communication planned priorities and related activities are presented in the Opening Plenary
• The new project oriented structure itself is a powerful communication “tool”
UN Economic Commission for Europe The communication plan proposal & current priorities
Overall Communication PlanOverall Communication Plan• Presented during GME in Mclean• To be fine-tuned during this Forum
Current PrioritiesCurrent Priorities• External communication priorities• Internal communication priorities
UN Economic Commission for Europe
• Spread the “message” and point out the advantages of the new streamlined, UN/CEFACT in terms of timely deliverables, based on stakeholders’ needs, as will be reflected in the the 2012-2013 Programme of Work
• Promote UN/CEFACT “flagship” products
• Fine-tune UN/CEFACT’s relationship and interaction with its current stakeholders, increasing their “loyalty” to UN/CEFACT
• Strengthen UN/CEFACT’s Global Remit attracting more stakeholders and experts from all UN Member Countries, in particular Economies in Transition
External communication prioritiesExternal communication priorities
UN Economic Commission for Europe
Implement effective information flows among the Bureau, HODs, PDAs, Domain Coordinators and Project Teams to:
• Stimulate the cross domain approach of the new structure
• Avoid the creation of “Independent Republics” within UN/CEFACT
• Further develop UN/CEFACT members sense of belonging
Internal communication prioritiesInternal communication priorities
UN Economic Commission for Europe
Tools - 1Possible Website projects
• Restyling within the the UNECE site layout to strengthen communication
• New section “Guide to UN/CEFACT” providing non technical information on its activity, new structure and procedures
• New video section with “Promotional” videos to facilitate communication, e.g., tutorial video on key UN/CEFACT Recommendations (e.g., Single Window)
UN Economic Commission for Europe
Tools - 2Direct Communication*Direct Communication*
• Official Communications to HODs• Communications to UN/CEFACT experts
*includes common materials to represent shared-understanding, e.g. slides, brochures, webex/go-to-meeting recorded streams
UN Economic Commission for Europe
Tools-3
Promotion/InformationPromotion/Information • e info communication on UN/CEFACT activities
(UNCEFACTINFO) to be sent to new larger mailing list of national public/private organizations interested in Trade Facilitation achieved through Permanent Missions, HODs, Regional Rapporteurs (all Countries)
• UNECE Multiplier Point Network (Economies in Transition)
UN Economic Commission for Europe The role of PDAs and experts in communication
• Consider a diversity of approaches to support communication inside UN/CEFACT, e.g., available tools for collaborative development sites, discussion groups, electronic forums
• Provide input for external communication and support for the implementation of the communication tools
• Key role of experts involved in Bureau Programme Support
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18th UN/CEFACT ForumMonday, 19 September 2011
13:00 –14:00 Lunch Break Meetings of Programme Development Areas14:00 - 15:30 Implementing Transition
Room 3 – Trade and Transport Facilitation and Regulatory Room 4 – Supply Chain Room 17 – Sectoral Room 15 – Methodology and Technology
15:30 – 16.00 Coffee Break
16:00 - 17:00 (meeting rooms same as above)
Meetings of Plenary Bureau 17:00 – 17:30 Room 3 – Open to Forum participants17:45 – 18:45 Room 18
Revised Schedule - Monday
UN Economic Commission for Europe
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STARTING TUESDAY MORNING, 20 SEPTEMBER
Daily Meetings of Bureau Programme Support
Room 16:
8:00 – 9:00 hrs
UN Economic Commission for Europe
Rooms For the Week
Programme Development Areas
Room 3 – Trade and Transport Facilitation and Regulatory Room 4 – Supply Chain Room 17 – Sectoral Room 15 – Methodology and Technology
Bureau Programme Support Room 16
Plenary Bureau Room 18
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UN Economic Commission for Europe
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Planning of Rooms for special meetings of PDAs, Projects and Domains will start to take place on Monday afternoon in PDA meetings
During the week unallocated rooms can be provisionally reserved at the Welcome Desk
More on Rooms
UN Economic Commission for Europe
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SMALL ROOMS AVAILABLE TO UN/CEFACT DURING WEEK
For Room Reservations: Go To Welcome Desk
On second floor Varembé
Double Rooms (4 people): B.201/202, 210/211Single Rooms (2 people): B.203 through 208
UN Economic Commission for Europe
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Correspondence to UNECE Secretariat regarding UN/CEFACT should be sent to:
Mika VepsalainenSecretary to UN/CEFACT
Mika.Vepsalainen@unece.org.
UN Economic Commission for Europe
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The new UN/CEFACT website is located at
http://live.unece.org/cefact/index.html
UN Economic Commission for Europe
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STARTING TUESDAY MORNING, 20 SEPTEMBER
PLEASE SIGN-UP FOR THE BPS COMMUNICATION TEAM EFFORTS TO RECORD EXPERIENCES IMPLEMENTING
UN/CEFACT DELIVERABLES
FORMS AT WELCOME DESK
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