Agreements Revision Task Force 2021

A: Background

The agreement revision process originates from the work with the new Statutes in 2018 and went through a number of phases as follows:

  1. A conceptual model was discussed and agreed in 2018 – 2019.

  2. A first version of the new Peppol Authority Agreement and Service Provider Agreement was developed and initially endorsed by the Managing Committee and the Peppol Authorities in July 2020.

  3. A set of supporting policies was developed by the Operating Office and was reviewed by Peppol Authorities and Service Providers during the summer of 2020.

  4. After the review of the Policies, a Task Force within the Peppol Authority Community made recommendations in October 2020 aiming to improve the clarity of the legal obligations assumed under the new Agreements, through the new Agreements.

  5. In November 2020 a legal review took place, in order to align the material already produced and the recommendations of the Peppol Authority Community Task Force (PAC TF) with the legal requirements for the Association to operate within its current Statutes.

  6. As a result of a legal review, the new Agreements Revision Task Force (ARTF) was established in December 2020 to produce a new set of deliverables which are now ready to be reviewed by all OpenPeppol members, and particularly those that are signatories to the new Agreements, namely the Peppol Authorities and the Service Providers.

The Agreement Revision Task Force (ARTF)

Having consulted on the suggested way forward, the Managing Committee (MC) established the Agreement Revision Task Force with a mandate to provide three sets of deliverables produced through three parallel Work Streams:

  • Agreements: Proposals for a set of updated Agreement documents with annexes and attachments so that all binding clauses of the contracting parties are handled in the Agreements (and their annexes). These will focus on the legal obligations and rights of contracting parties, including governance of the Agreements - not how things are done.

  • Internal Regulations: Proposals for a set of Internal Regulations (IR) for the use of the Peppol Network, which flesh out the rules and provisions that clarify the legal obligations assumed by the new Agreements, indicating who needs to do what.

  • Operational Procedures: Proposals for a set of Operational Procedures (OP) that will ensure a good and common understanding about how to implement the provisions of the Agreements and the Internal Regulations in day-to-day operations of the OpenPeppol Communities and Change Management Boards, as well as the Operating Office.

The work within the ARTF has been organized in three Workstreams (WS) during December 2020-April 2021.

  • Workstream A on Agreements, annexes, and attachments

  • Workstream B on Operational Procedures (OP)

  • Workstream C on Internal Regulations (IR)

Within each workstream there has been active participation from representatives from Peppol Authorities and Service Providers with support from the Operating Office.

Member review

The deliverables from the ARTF are now made available for review by all members of OpenPeppol.

You are all encouraged to review the documents provided below and submit your comments using the attached comment log by Friday 4 June 2021 at the latest.

Each member wishing to submit comments should use the Comment Log provided and send it to openpeppol@peppol.eu.

B: Documents to review

Agreements

Title

Status

Title

Status

Peppol Authority Agreement (clean)

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Peppol Authority Agreement with track changes

DRAFT produced by ARTF in 2021 showing differences from the version reviewed in 2020

Service Provider Agreement (clean)

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Service Provider Agreement with track changes

DRAFT produced by ARTF in 2021 showing differences from the version reviewed in 2020

Internal Regulations

Title

Status

Title

Status

Internal Regulations - Use of the Peppol Network

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Operational Procedures

Title

Status

Title

Status

Change Management

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Extended Use

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Issue Reporting and Management

DRAFT produced by ARTF and submitted for member review on 4 May 2021

Non-compliance Management

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Onboarding and Accreditation of Peppol Service Providers

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Peppol Authority Specific Requirements

DRAFT produced by ARTF and submitted for member review on 5 May 2021

Reporting of Statistics

DRAFT produced by ARTF and submitted for member review on 5 May 2021

C: Supporting documents

For completeness, some additional documents are provided:

D: Video Presentations and Live Webinars

A series of short video presentations has been made available to support the review of the deliverables from the ARTF. Live webinars will also be held for each topic. You can find more details here.