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4. Context Introductive note

A CEN/TC 428 Ad hoc Group has been established to transfer the proposals developed by e-Skills Workshop into CEN/TC 428 activities and prepare the documentation required for EC funding application in the direction set by the above specified documents and context.

Five different proposals have been identified. Each one of them is not in competition with the others but it is their complement; therefore they all should be read and considered in conjunction with each other, and in conjunction with EN 16234-1 “e-CF” which provides the common framework for all the proposals:

e-Competence performance indicators and common metrics (present project)

“ICT, e-leadership and innovation Curriculum guidelines”

“Professional ethics - constructing a cornerstone for ICT Professionalism across Europe”

“Updating e-CF EN 16234-1 practical application support: User guide, Methodology documentation and Case studies”

“Foundational Body of Knowledge”

All these initiatives are proposed as a significant contribution to enabling the implementation of the European Commission e-skills strategy as expressed in the report on “e- Skills and IT professionalism: Fostering the IT profession in Europe” released in May 2012 and in the report entitled "Development and Implementation of a European Framework for IT Professionalism” published by the European Commission in 2017.

This proposal falls under the e-skills and e-learning policy objectives stated in the Rolling plan for ICT standardization 2018. More specifically, the plan identifies the requested actions on e-skills specific topics where the public and private sectors need to collaborate. Among these, the Action 5 states: “e-Competence assessment methodology: The purpose of the activity is to analyse and define how to assess and recognise that a candidate really has the e-competences he/she declares to possess, whenever/wherever such competences have been acquired/developed”. This result will also promote transparency and provide guidance on the relation between EN 16234-1 e-Competence Framework (e-CF) and the field of ICT trainings and certifications. This work targeting ICT professionals is complementary to the activities related to the digital competence framework for citizens (DigComp 2.1).

The project focuses on recognition and validation of e-competences acquired by experience (non-formal, informal learning), beyond any educational background. It addresses enterprises interested in assessing e-competences of their employees, consulting organisations, ICT professional associations, ICT training centres, certification bodies adopting the e-CF scheme, and the Accreditation authorities recognised at national level. The results achieved by the project will be formalized as a Technical Report (CEN/TR).

The proposed work directly contributes to the goals stated in the Annual Union Work Programme (AUWP). The support is both with respect to the area which is the subject of the proposal and with respect to the goals it intends to achieve.

The ICT Standardization Rolling plan for 2018 sets up the political context for this proposal. It is stated: Action 2 to further develop the EN 16234-1 European e-competence framework (e-CF) for and progress towards a comprehensive framework for ICT professionals: Maintain the e-CF and continue work on job profiles, Body of Knowledge, qualifications and certifications, and methods and tools for the development, promotion, implementation and maintenance of the e-CF to promote and strengthen ICT professionalism in Europe (including international).

The system of recognition of professional qualifications in the EU is governed by Directive 2005/36/EC, recently amended by Directive 2013/55/EC. It provides a modern EU system of recognition of professional experience and promotes automatic recognition of professional experience across the EU. The Directive 2005/36/EC on the mutual recognition of professional qualifications does not apply in principle to ISO/CEN standards of competence per se, unless these are integrated in national law and designed as a qualification or part of a qualification, necessary to exercise a given activity or to wear a given title. As an example, one can think of the profession of certified energy assessor who by law has to follow some training in compliance with a given ISO/CEN standard and who, after completion of the given training, is the only

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one able to assess the energy consumption of a building. Even in this case, it is not the ISO/CEN standard as such which will be considered as a professional qualification, but the qualification designed around this standard as it has been transcribed in the national law.

Education, training and certification pillar is closely interconnected to the other pillars of the “e-CF ecosystem”

The four pillars of ICT professionalism have been defined for the first time in: “e- Skills and IT professionalism: Fostering the IT profession in Europe”, IVI, CEPIS, European Commission, 2012

This specific initiative falls under the Education, Training and Certification pillar, where formal education, training and certifications are recognized as mutually supportive components of an ICT professional’s career development.

The pillar of competences is one step ahead of the three other pillars, as the e-CF and the standard EN 16234-1 are widely known and used in Europe. But there is a big European effort in maturing all the pillars of this complex and interconnected “ecosystem”. Especially in Education, Training and Certification there is an increasing need to reduce the existing fragmentation of possible approaches within the European market.

In this document the words “e-CF ecosystem” will be used to identify the ecosystem, still in phase of standardization, constituted by EN 16234-1 “e-CF” together with the other logical elements above listed. We provide a list of reference where this ongoing effort is exhaustively described and explained.

List of main references

Subject Document

BoK European Foundational ICT Body of Knowledge, Capgemini consulting and Ernst & Young, 2015

Certification Towards European e-Skills Quality Labels for ICT Industry Training and Certification. Proposals for Quality Labels, associated Services and Tools, empirica and Exin, 2013

Certification ICT Certification in Europe - Part 2: ICT Certification in Action CWA 16052-2 , 2013

Curriculum European e-Skills Curriculum Development Guidelines, INSEAD, 2010

Digital innovation

Digital Innovation Leader Profile, Proceedings of the 7th IT STAR WS, Roberto Bellini, Giulio Occhini and Paolo Schgör, ISBN 9788898091119, © IT STAR 2013

e-CF e-Competence Framework (e-CF) - A common European Framework for ICT Professionals in all industry sectors - Part 1: Framework, EN 16234-1, CEN, 2016

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Subject Document

e-CF User guide for the application of the European e-Competence Framework 3.0. CEN, CWA 16234:2014 Part 2, 2014

e-CF Building the e-CF, Methodology documentation, CEN, CWA 16234:2014 Part 3, 2014

e-CF Case studies for the application of the European e-Competence Framework 3.0. CEN, CWA 16234:2014 Part 4, 2014

e-Leadership New Curricula for e-Leadership Skills: Guidelines and Quality Labels for New Curricula for e-Leadership Skills in Europe, empirica, 2015

e-Leadership e-Skills for e-Leadership, Proceedings of the 7th IT STAR WS, Denise Leahy and Dudley Dolan ISBN 9788898091119, © IT STAR, 2013

e-Leadership E-Leadership – Skills for Competitiveness and Innovation, empirica and INSEAD, 2013

EU Rolling Plan for ICT Standardisation 2018, European Commission, 2018

EU Communication COM (2018) 22, “Digital Education Action Plan”, 2018

EU Communication COM(2017) 453, Annual Union Work Programme for European standardisation for 2018, European Commission, Brussels, 2017

EU Communication COM(2016) 381, “New Skills Agenda for Europe”, European Commission, Brussels, 2016

EU Communication COM(2015) 192, “A digital single market strategy for Europe, European Commission, Brussels, 2015

EU Communication COM(2007) 496, “e-Skills for the 21st century, European Commission, Brussels, 2007

Learning outcomes

Recommendation of the European Parliament and of the Council of 23 April 2008 on the establishment of the European Qualifications Framework for lifelong learning, 2008/C 111/01

Professionalism Digital Organisational Frameworks and IT Professionalism, Capgemini Consulting, empirica, and IDC, Interim Report, 2018

Professionalism Development and Implementation of a European Framework for IT Professionalism, Capgemini Consulting, Ernst & Young, and IDC, 2017

Professionalism Fostering the IT profession in Europe, IVI, and CEPIS, 2012

Skills Skills for Key Enabling Technologies in Europe: State-of-Play, Supply and Demand, Strategy, Recommendations and Sectoral Pilot, PwC EU Services EESV, 2016

Skills e-Skills for jobs in Europe: Measuring Progress and Moving Ahead, empirica, 2014

CEN Workshop e-Leadership Digital Innovation Leader, CEN Workshop on ICT Skills, 2015

CEN Workshop Towards European ICT Curriculum Guidelines, CEN Workshop on ICT Skills, 2015

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Subject Document

CEN Workshop European Guidelines for Curriculum Development for e-Leadership Skills (revised), CEN Workshop on ICT Skills, 2016

Websites: http://ictprofessionalism.eu and www.ecompetences.eu (ICT Professionalism and e-CF)

https://ec.europa.eu/esco/portal (ESCO: European Skills, Competences, Qualifications and Occupations)

http://ec.europa.eu/growth/industry/policy/skills_en (EC, DG GROW - Skills for Industry)

5. Objectives and impact

5.1 Objectives

The objective of the project is to provide a Technical Report (CEN/TR) aimed to analysing and designing how to recognise and assess that a candidate really has the e-competences he/she declares to possess, whenever/wherever such competence have been acquired/developed. This result will also promote transparency and provide guidance on the relation between EN 16234-1 “e-Competence Framework (e-CF) - A common European Framework for ICT Professionals in all industry sectors - Part 1: Framework” and the field of ICT trainings and certifications.

The role of certification in this proposal is relevant: it will use as inputs the positions already expressed in previous discussion in CEN/TC 428 in order to guide an objective evaluation of e-CF competences (a guideline in this direction, described in the report “Towards European e-Skills Quality Labels for ICT Industry Training and Certification, will set the starting point of the work) and a strong alignment with the role of certification in proposal “ICT, e-Leadership and Innovation Curriculum Guidelines” (project that falls under the same pillar and quoted in the list of the introductive note) will be applied during the project.

The project focuses on recognition and validation of e-competences acquired by experience (non-formal, informal learning), beyond any educational background. It addresses enterprises interested in assessing e-competences of their employees, consulting organisations, ICT professional associations, ICT training centres, certification bodies adopting the e-CF scheme, and the Accreditation authorities recognised at national level.

The project will specify a reference scheme in order to ensure compliance of VET - Vocational Education and Training - to the standard. It will include common methods to define the assessment criteria of e-competences. The project will also specify what are the e-competence "indicators", what they are required to express and how, to become a transparent and objective tool for assessors evaluating e-competences. For each e-competence included in the standard, the project will create examples of possible assessment criteria and indicators, according to the different e-competence levels and evaluation aims.

The types of deliverables include:

The reference scheme for the standard: pre-normative and co-normative results to build a standard for e-competence performance indicators and metrics.

A clear definition of e-competence "indicators" as a common metrics to evaluate e-competences.

A guide for establishing transparent and objective assessment criteria: describing the process to link the assessment criteria to performance indicators and common metrics.

A guide to build e-competence indicators according to the different e-competence levels and assessment purposes, in a transparent and objective way.

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Examples of e-competence indicators for each e-competence included in the standard EN 16234-1 “e-CF – part 1: Framework”.

The standard EN 16234-1, in order to become a standard for VET and certifications, has to include reference schemes and agreed ways to build assessment criteria. This will preserve comparability, mutual understanding and quality. VET institutions, certification bodies, ICT professional associations and enterprises as well, are interested in sharing trustable schemes for e-competence assessment and certification. SMEs would in fact benefit from further harmonisation at EU level, because this would enable further mobility of ICT skilled workers across countries and, thus contribute to bridge the e-skills gap that often prevents SMEs from growth.

5.2 Relevance

The work supports the Digital Agenda for Europe and the policy of the EU with a view of upskilling IT professionals. The work is of particular relevance for Pillar VI Enhancing digital literacy, skills and inclusion: "we are facing a crisis of a shortage of employees with digital skills across the EU". It is also relevant for Pillar II Interoperability and standards: "Europe must ensure that new IT [...] services interact seamlessly anywhere".

The project dovetails with the priorities of the Digital Skills and Jobs coalition aimed to offer more ICT training co-designed with the industry; implement job placement programmes; provide more digitally aligned degrees and curricula at all levels and types of training and education; and motivate young people to study ICT and pursue related careers.

The work will define the reference scheme for the standard: pre-normative and co-normative results to build a standard for e-competence performance indicators and metrics. This is a new area, linked to EN 16234-1.

ICT competencies are a relatively new area for standardization. EN 16234-1 is the only existing standard in the field of e-competencies at the European and National level. This project will leverage on EN 16234-1 to address e-competence assessment compliance and will build the base to support in the future the development of standardization activities on:

Compliance of EN 16234-1 e-Competence assessment itself;

Open libraries of e-Competence indicators: if the proposed approach is top down, once large amount of indicators will be produced, it will also be possible to create open libraries of in-use indicators through a bottom up approach, detecting practices and recurrences. If the proposed approach is top down, once large amount of indicators will be produced, it will also be possible to create open libraries of used indicators through a bottom up approach, detecting practices and recurrences;

New version of EN 16234-1 e-CF: Results of the project may be included in the next e-CF version as technical documents;

Use in ICT professional bodies as indicators: ICT professional bodies have a relevant role in each country, with existing mechanisms, structures and culture of professional evaluation and accreditation, and also professional training activities. So it will be useful to align these activities with the system of e-Competence performance indicators;

Quality system: adopting a sound approach to recognition and validation of e-competences guarantees quality. Indicators and metrics defined in this proposal will allow to define a roadmap leading to an overall quality system and its compliance rules.

5.3 Indicators Alongside project the Project Expert Team will ensure together that the project activity gets a maximum of EU-wide outreach, multi-stakeholder contribution and active participation of CEN member bodies and therefore active involvement of relevant parties into the CEN/TR development process.

The Project aims to meet the following performance indicators:

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Number of National Bodies involved into the formal standardization process in phase 2. At least 10 National bodies are planned to be actively involved within the CEN/TC 428 work.

Number and outreach of internal and external meetings and workshops in phase 1 and 2 of the project:

o 4 Project Team expert meetings face to face requiring the presence of at least all Project Team members + optionally 5 voluntary experts on invitation.

o 1 public open workshop with at least 30 participants aimed at gathering first input

o 1 workshop dedicated to define the draft structure feedback

o 1 public workshop dedicated to the first draft proposal, prior to presentation for further discussion and approval in the CEN/TC 428, with at least 30 participants.

Number and relevance of ICT sector multi-stakeholders engaged in the standard revision process phase 1 and 2:

o 50 participants coming from at least 40 different organisations are invited to contribute to the e-CF user feedback/updating proposals collecting survey in months 8-9.

o Number of presentation of the project preliminary conclusions to relevant meetings/ workshops, including the European Enterprise Network, the Digital Skills and Jobs Coalition and the Blueprint for Sectoral Cooperation on Skills – at least 5.

Overall consistency of the project to the current version of EN 16234-1 (the only standard available on this field).

Presentation to at least 3 National Standard Bodies active or considering the opportunity to become active in fields such as curricula, profiles and conformance assessment, and proactive promotion with at least 5 others.

Meeting with at least 5 national SME associations.

Inform of the project and related standardization activities at least 10 organizations among those who did answer to the survey and are not yet active in this field.

Target Minimum

Effectiveness

Project progress in relation to the schedule specified in this proposal

In time In time

Stakeholder engagement

Participation and proactiveness in the project workshops and in CEN/TC 428

Involvement of: EEN and similar ETUI,ANEC,SBS

National SMEs and professional associations (e.g. AIP, AICA, CNA, IWA, ANITEC, etc.)

National Standards Bodies (e.g. DIN, AENOR, ASRO, NEN, IE, BSI, etc.)

Expected involvement of minimum 25% stakeholder groups

In the modus operandi of CEN based upon a network of national

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standardization bodies is naturally geared towards involving all parties concerned.

Dissemination results

Provide overview on CEN/TC 428 pages

Project overview updates Project overview

The stakeholders above mentioned become a channel for the uptake of the project results

50% of the above 25% of the target

5.4 Impact

The work supports the Digital Agenda for Europe and the ICT policy of the EU with a view of upskilling IT professionals. The project is expected to contribute to make the circulation of ICT professionals in the European Single Market easier. Thus, the work is intended to enable the free circulation of services in the European Single markets, in all the ICT areas and environments: education, independent professionals, hired work. The potential impact, considering the number of IT Professionals in Europe is enormous.

The following picture represent the number of IT skilled people that could potentially benefit from certifications enabled by the present project.

5.5 SMEs, consumer organization and environmental and societal stakeholder representation (Art. 17(4) (b) of standardization regulation No 1025/2012) example – Annex III organisations (ECOS, ETUI, ANEC, SBS) SBS is a Partner Organisation of CEN/TC 428, and one of the SBS Board Members is the chairman of CEN/TC 428 and hence will have access to all documentation. All the organisations mentioned will be invited to contribute to the project by participating in the three workshop scheduled for input gathering and validation, and by proposing candidate experts for the Project Team.

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6. Description of the different tasks

6.1 Introduction

The Project will be developed under the technical supervision of CEN/TC 428 and will have an overall duration of 32 months, compliant with CEN rules for Technical Reports (CEN/TR). Picture below illustrate the detailed timeframe valid for Technical Specification and Technical Reports.

The project will be articulated into three phases:

PHASE 0 (4 months).

- Call for experts.

- Selection of the PT (experts and PT leader).

PHASE 1 (6 months).

- State of the art assessment and input collection.

- Definition of the main elements of the “compliance criteria” for e-CF competence assessment.

PHASE 2 (12 months).

- Development of the draft of the TR on e-Competence performance indicators and common metrics.

- Validation of the draft with a community of stakeholder at European level.

PHASE 3 (9,5 months).

- Reaching final consensus within the CEN/TC 428.

- Implement the formal process as described in the CEN Directives that leads to the publication of the new Technical Report.

Detailed Tim efram e Technical

Specificat ions/ reports ( TS/ TR)

Registration of WI

Start TC/TF

Approval

Definitive

text

available

12 months* 3.5 months

3

months

3 months

Send draft to CMC End TC/TF Approval

Technical work

Processing and/or translation

Technical Committee vote

Total 21,5 months

*An extension of 9 months may be requested

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PHASE 4 (0,5 months)

- Preparation of the final report

The next few sections 6.2 through 6.4 refer to the project in its entirety; the deliverables listed are the deliverables from the project to the EC. The four tasks of the project are labelled with the letters A to D as follows:

a) Input gathering, evaluation and draft of Technical Report

b) Dissemination and validation of the Project results

c) Formal process

d) Overall management

6.1 A Input gathering, evaluation and draft the Technical Report

The e-Competence performance indicators and common metrics project must ensure that input and views from European ICT multi-stakeholder community are involved in the broadest possible way at European and National levels into the TR development process. Several potential sources and channels are available to identify relevant input:

The CEN/TC 428 as the key mechanism to collect comments and feedback on the work in progress.

The European ICT multi-stakeholder community to gather information on existing models and tools to recognise and assess the actual versus claimed proficiency of candidates.

Experiences gained from other related European and international standardization activities.

Accreditation and Certification providers, including the ones from vendors.

Studies funded by the European Commission in the field.

6.1 B Dissemination and validation

Awareness of the ongoing standardization results and ongoing activity must be fostered through all available channels. This includes National Bodies, direct initiatives by Experts, but also the production by CEN/TC 428 of Reports on Best Practices, the proactive use of liaisons and cross participation. Also the availability of up to date web pages dedicated to standardization would be an effective diffusion tool.

Dissemination and diffusion have two different aspects. The first contributes directly to the main goal of the project: all stakeholders should be aware of the initiative and contribute to it. The second is related to market acceptance and is an important by-product of the project: the project must contribute to make the new Technical Report adopted by as many stakeholders as possible, and become the de facto point of reference for performance indicators and common metrics.

6.1 C Formal process

The end of phase 1 and 2 means that the exploratory expert team work on new Technical Report drafting is completed, and a proposed text is ready and validated. The text will be in line with new emerging business trends, with clear connections to existing CEN Technical Documents, certifications and validations standards. In phase 3 all the aspects that deals with the overall CEN formal process will be managed, in order to reach the publication of the Technical Report.

6.1 D Overall management

Taking place in a complex environment of technical, political and multi-stakeholder interaction under responsibility of CEN/TC 428 and in line with CEN BOSS rules, the project overall management has to ensure that expert work, multi-stakeholder and CEN/TC 428 interaction processes are smoothly organized and efficient, results are rapidly communicated seeking continuous optimization and broad multi-stakeholder consensus is achieved in the first and second phase to optimally support the formal process in the third phase of the project.

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The overall management is provided by UNINFO through the appointment of a Project Manager.

6.2 Scope

Two tasks correspond to the activities in phase 1 and 2 (Task A and Task B) and one main task to the activities in phase 3, the formal process (Task C). Another task is of overall project management nature (Task D).

6.2 A Input gathering, evaluation and draft Technical Report

The primary objective of this project is to provide an agreed model aimed to analysing and designing how to recognise and assess that a candidate really has the e-competences he/she declares to possess, whenever/wherever such competences have been acquired/developed.

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Activities will focus in identifying a set of indicators and common metrics that can be widely used and recognized. In doing this the project team will follow this logical steps:

1) Desk research on the state of the art and input collection

2) Definition of the main elements of the “compliance criteria” for “e-CF competence assessment” defined in EN 16234-1.

3) Development of the draft of the TR on e-Competence performance indicators and common metrics.

4) Validation of the draft with a community of stakeholder at European level.

The final deliverable will be the Technical Report describing the e-Competence performance indicators and common metrics, usable as “compliance criteria” for e-CF competence assessment, validated with a community of stakeholder at European level.

Three workshops addressing e-CF and certifications (including some vendor-certification stakeholders) relevant target groups.

One workshop dedicated to e-CF based assessment tools and best practices, open to users and stakeholders.

One workshop dedicated to the Technical Report model, approach and rationale. Possible decision/choices will be asked during the workshop.

One public workshop dedicated to the first draft proposal performance indicators and common metrics

The organization of these workshops falls into the scope of task B; they are mentioned here only for their technical contents and technical results.

6.2 B Dissemination and validation

The main activities (sub-tasks) to be carried out in this task are the following:

Organization of external workshops. Technical aspects fall into the scope of task A.

Establishing/maintaining an on-line supporting environment for awareness raising and above all to collect third parties’ contributions in the first project phase.

The survey will support specifically phase 1 of the project.

The pre-standardization activity will be promoted in a number of ways.

Through the CEN/TC 428 members, national associations, in particular those most representative of SMEs, will be informed and invited to join the initiative.

For the project results on behalf of the formal tools specified under Task C the CEN tools (Livelink) will be used.

Communication of project progress and regular invitation to actively participate in the CEN/TC 428 project activity to the ICT multi-stakeholder community.

Digital announcements raising awareness on the main action points: project start, on-line survey, public workshops including open discussion of first draft of the standard update.

Participation and presentation of the project at dedicated conferences and public events by CEN/TC 428 and PT members (including the European Enterprise Network).

The presence in events and conferences related to e-competence at European level means to be able to let CEN standardization activity be known and to involve new stakeholders.

The on line activities will be carried out by the project secretariat and by the Project Team.

The principal aims of this task are to:

Actively involve as many stakeholders as possible into the CEN/TC 428.

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Collect systematically feedback on the expert team work in progress from as many stakeholders as possible, to ensure a maximum of relevance in line with current ICT sector market needs and trends, and further European policy environment and achievements in the field of e-Skills and ICT Professionalism.

Reach to a broad multi-stakeholder consensus as a solid basis for the final decisions to be.

6.2 C Formal process

The effort will be focused on the editing of Technical Report on “e-Competence performance indicators and common metrics” and on the presentation of the results achieved by CEN/TC 428. This stage includes the public enquiry and the formal approval of the deliverables.

6.2 D Overall management

The overall management is provided by UNINFO through the appointment of a Project Manager.

The Project Manager has the overall operating responsibility of the Action. This includes:

Detailed planning, monitoring and control of the different tasks in which the Action is articulated.

Reporting towards CEN, UNI and UNINFO.

Reporting towards CEN/TC 428.

Suggest corrective actions where needed.

Interface and coordination among the different actors: PT, UNINFO's technical staff, UNINFO's administrative technical staff, external suppliers.

Lead the PT selection.

Ensuring transparency of the process of editing the publication, consensus building and NBS involvement.

Quality control of the deliverables.

Project Team Leader will be in charge of project management activities related to the technical work (phase 1 and phase 2). These activities will include:

Developing a detailed project plan.

Guiding the Project Team through the entire development process.

Managing the project.

Communication about project progress with PT and PM.

Interim technical report delivery. It will be written by the Project team under supervision of the Project leader and will present:

o Project progress

o An overview of research outcomes

o Draft Technical Report design

o Expert feedback.

Final report

Delivery of the final draft of the CEN/TR to the CEN/TC 428 secretariat to start the EN formal process.

6.3 Workplan & Milestones Overview of all project Milestones

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MONTH MILESTONE RESPONSIBILITY

PHASE 0, 1 and 2

4 A – Expert team selected and contracted A representative of CEN, UNINFO and CEN/TC 428

10 B – All relevant input for consideration collected PT

16 D – Interim report PMNGR + PT

16 E – Presentation of first draft PTLEADER

22 C – All workshops successfully completed PTLEADER

22 F– Delivery of Phase 1 and 2 result to 428SEC PTLEADER

PHASE 3

22 G – Distribution of Technical Report proposal/result phase 1 and 2 to CEN/TC 428

428SEC

10 H –WI approved CEN/TC 428

32 I – Technical Report on “e-Competence performance indicators and common metrics” available

CEN/TC 428

32 L – Final technical and administrative report PMNGR - PT

Gantt diagram of the project phases and tasks

Task A - Input gathering, evaluation and draft of Technical Report

MONTH/S

ACTIVITIES/(SUB-TASKS) RESPONSIBILITY MILESTONE

5-7 Desk Research PT

6-8 On-line survey PT

10 workshop 1: stakeholder first input gathering PT B – All relevant input for consideration collected

13 workshop 2: Draft structure feedback PT

10-22 Systematically evaluate suggestions received Prepare the Technical Report

PT

21 Public workshop for first Technical Report on e-Competence performance indicators and

PT LEADER E – Presentation of first draft

Tasks

months 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32

AInput gathering, evaluation and draft of

Technical Report

A.1 State of the art assessment and input collection

A.2Definition of the main elements of the “compliance

criteria” for e-CF competence assessment

A.3 Development of the draft of the Technical Report

BDissemination and validation of the

Project results

C Formal approval process

D Management

PHASE 1 PHASE 2 PHASE 3PHASE 0

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common metrics discussion

22 Technical Report delivery to CEN/TC 428 PT LEADER F – Delivery of Phase 1 result to CEN/TC 428

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Task B – Dissemination and validation

MONTH/S

ACTIVITIES/(SUB-TASKS) RESPONSIBILITY MILESTONE

10-22 Organization of external workshops – as specified under section 6.1 B

PTLEADER C – All workshops successfully completed

12-22 Communication of Project Team work progress PT LEADER

Task C - Formal process

MONTH/S

ACTIVITIES/(SUB-TASKS) RESPONSIBILITY MILESTONE

10 New work item (NWI) approval CEN/TC 428 H – NWI approved

22 Draft receipt from Phase 2 and distribution to CEN/TC 428

TC 428 TC 428 SEC

G. – Distribution of Technical Report proposal/result phase 1 and 2 to CEN/TC 428

22- 31,5 Formal approval process CEN/TC428 I – Technical Report available

22- 31,5 Technical support to CEN/TC 428 PT LEADER

31,5 Publication of TR CEN End of Technical Activity

Task D - Overall management

MONTH/S

ACTIVITIES/(SUB-TASKS) RESPONSIBILITY MILESTONE

All Project duration

Regular communication to CEN/TC 428 of Project activities in progress

PMNGR

All Project duration

Project, team and deliverables development leading

PMNGR

1 Call for experts PMNGR

3 Selection and nomination of experts in the Project Team and appointment of PTLEADER

A representative of UNINFO , CEN and CEN/TC 428

A – Expert team selected and contracted

16 Interim Reporting PT LEADER D Interim report (part of)

16 and 32

Administrative Interim and Final Reporting UNI D and L- Interim and Final administrative report

15 and 32

Technical Interim and Final Reporting PMNGR D and L - Interim and Final administrative report

32 End of Project I – Technical Report available

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Gantt diagram of the project tasks UNINFO will manage the administrative tasks for all subcontractors and the administrative reporting to UNI. In addition to the above-specified external workshops, four expert team internal meetings are planned to ensure consistent work and smooth progress. CEN and UNINFO are involved in steps concerning formal procedures such as completing the proposal and submission to the European Commission. 6.4 Deliverables Interim report A Technical progress report with an update of the status of the work item will be provided 18 months after the signature of the contract. The interim report will contain:

An overview of research outcomes

Draft of the TR

Expert feedback

Final Report A final technical and administrative report containing the CEN/TR will be provided to the European Commission, 34 months after the signature of the contract. The final report will contain an overview of the work performed from the beginning of the action to the date this final report is produced, working methods, technical approach, achievements, and the assessment of the indicators against the given benchmarks. Where applicable, the principles for awarding other types of contracts (catering etc.) will be mentioned in the final report. Moreover, the Final Report will contain in annex the published CEN/TR describing the e-competence performance indicators and common metrics, usable as “compliance criteria” for e-CF competence assessment, validated with a community of stakeholder at European level and approved by CEN/TC 428.

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7. Execution of the different tasks - Structure and Resource Requirements

7.0 Organisation & relationship

The Project will be carried out by multilevel work under the ultimate technical responsibility of CEN/TC 428 and incorporating stakeholders and experts across Europe. The structure will be composed as follows:

UNINFO who have the overall responsibility of the Project and operate through a

o Project Manager and a

o Project Secretariat.

UNINFO appoint the Project Manager and the Project Team. The Project Team, led by a Project Team Leader, reports to UNINFO and CEN/TC 428 regularly on the project status.

CEN/TC 428 has the overall responsibility of final decisions and ensures the quality of the results produced by the Expert Project Team.

The CEN/TC 428 secretariat will facilitate the communication between the project team and the CEN/TC 428 members and the decision making process in view of adoption of the new CEN/TR.

The CEN/TC 428 has the responsibility to find consensus on the draft and closely work with the Project team to finalize the drafting process in line with the CEN rules.

The Project Team carries out the technical work.

The Project Team will be composed of a project team leader and experts supplying subcontracted work, working part time on the action. Administrative support will be provided by UNI/UNINFO. A large part of Phase 1 and 2 will be subcontracted.

The Project Manager and the PT Leader will take part in the CEN/TC 428 meetings which will take place during the Project.

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The action will be carried out in strict liaison with CEN/TC 428, the secretariat of which is held by UNINFO (UNI). The NBs which are CEN/TC 428 members will be the preferred and formal channel of communications. UNINFO (UNI) has volunteered for this role.

Cross participation of experts and back to back meetings are informal channels of communications between the proposed Project and CEN/TC 428; for this reason CEN/TC 428 experts are by default invited to participate and contribute as individual stakeholders to the activity of the Project.

The work plan of the Project Team will be aligned with the standardization process in CEN. The Project Team will co-ordinate the time schedule with the timing of CEN/TC 428 and provide deliverables in due time before their meetings. The work plan of the Project Team will give room for the given commenting and voting process within CEN/TC 428.

Regular status reports will be provided to CEN/TC 428 for information and seeking assistance on issues where required. The Project Team will consider and take due account of inputs from the members of CEN/TC 428.

The European Commission will be updated on the action progress through two reports (Project interim and Project final report) and its representative in CEN/TC 428.

7.1 Staff member UNINFO, subcontractor of UNI, carries out all the activities for ICT standards development which fall into the remit of UNI. UNINFO, on behalf of UNI, will assure the overall project coordination during the project life; therefore, UNI staff will only manage UNINFO liaison and financial justification. 7.2 Travel costs N/A 7.3 Equipment necessary to implement the action N/A 7.4 Cost of consumables and supplies necessary to implement the action N/A 7.5 Other costs and services necessary to implement the action Audit Costs In accordance with the Article II.19.2 (e) and II.23 of the Framework Partnership 2014, 1 audit will be required to be provided to EC. 7.6 Subcontracting to external organizations From the functional point of view, UNINFO's activities are described in the next sections. From the point of view of cost budgeting and reporting, UNINFO's costs are listed as entries in the subcontracting section, while UNI's are listed in the section relative to affiliated organizations. UNI's and UNINFO's daily rates are the same, and both equal to the rates agreed between EC and CEN. UNINFO will manage the Action as follows:

General Project management,

Organization of the selection of experts,

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Maintaining contracts with experts,

Support to the Project Team in providing access to published standards and other documentation,

Accommodation of the consensus trajectory - gathering comments from the wider CEN membership on the TR approval phase, and

Support in the editing of the final deliverable.

Role of UNINFO: Secretariat of CEN/TC 428 and secretariat of Project Team:

Management of the CEN/TC 428 secretariat;

Organization of the meetings of both CEN/TC 428 and Project Team (e.g. ensuring that tasks have been fulfilled, preparation of the agenda, preliminary consultation with the chairman/convener, participation in meetings);

Drafting of CEN meeting reports;

Follow up on decisions and to act as contact point for receiving and distributing viewpoints and documents;

Coaching and assisting the Project leader in order to maintain the time schedule of the Project;

Carrying out a call for tender in order to select the required subcontractors;

Contracts with subcontractors;

Coordination of the work of the different subcontractors;

Ensuring accordance with the CEN rules for the preparation of European Standards (e.g. in accordance with the structure and drafting of CEN publications, CEN template);

Resolving any non-technical comments on the draft standards given during CEN Enquiry or otherwise (e.g. editorial, structural);

Give assistance, advice and guidance on standardization procedures and processes to all involved parties (subcontractors, experts, members, conveners, etc.);

Coordination and management of procedures, e.g. approval process and resolutions;

Approaching any other stakeholders for involvement in the Project;

Management of the interim and final technical report to the EC on the activities;

Any other occurring tasks emerging from the work under contract.

Project Team Subcontracting deals with the bulk of the envisaged technical work.

The experts’ selection procedure will be handled in compliance with the FPA 2014 requirements.

The professional profiles subject of subcontracting are the Project Team. The required capabilities are specified in qualitative and quantitative terms and spelled out in terms of competencies.

To employ such specialized experts by a CEN member would be expensive and not economically viable considering the very specific area of specialization that is required for the execution of this contract. To engage the services of the appropriate specialist experts from the market is more cost-effective. This sub- contracting also enables the quick availability of the drafts to enter the consensus building and validation processes, which are CEN’s core business.

The management and administration of the consensus building and validation process with the aim to publish the end results as a TR deliverable is the responsibility of the CEN National Standards Body.

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CEN has a standard methodology to select specialized experts which are called Project Teams. Project Team experts are selected by a selection panel from the applications received as a result of an open Call for Experts. The open call refers to the expertise required for being eligible for participation in the Project Team. Experts are eligible to apply. A balanced composition of the different stakeholders (e.g. in terms of expertise) is preferred.

For these Project Teams, the selection panel will, in accordance with the existing rules for the selection of Project Team experts, select experts from the applications received. The selection committee will be composed of:

A representative of CEN/TC 428 (i.e. Chairman or Vice Chairman).

A representative of UNINFO.

A representative from the CEN-CENELEC Management Centre (CCMC).

For the Project Team in relation to this Grant, experts should have specific expertise and knowledge, which will be the main criterion for their selection and which is described in detail below. The selection report shall be prepared by UNINFO and submitted to CCMC. The Project Team shall consist of six members including one Project Team Leader. The selection criteria will be based on the e-CF profiles mentioned above.

One Project Team Leader with expertise and experience in:

o ICT and HR project and team management on international level,

o EN 16234-1 development and maintenance in EU multi-stakeholder environment under the umbrella of CEN and CEN/TC 428.

o Expertise in the field of European and international standardization, preferably chairing groups within standardization bodies.

o Years of experience in European standardization in the fields of competences and professionalism.

o Experience with writing and/or the implementation of standards.

o Intimate knowledge of the work of the national bodies and consortia allowing easy communications with these bodies.

o Expertise and access to effectively and quickly work on the deliverables.

o Knowledge of EN 16234-1, national, European and international standards and consortia specifications.

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The tasks of the Project Team Leader include:

Distributes, coordinates and integrates the work of the other experts.

Responsible for preparing and coordinating the report deliverables.

Manages communications with liaison bodies (ISO/IEC JTC1/SC 27, SC7) and with National Standardization bodies.

Chairs the meetings of the Project Team.

Assesses and approves the final version of the PT deliverables.

Acts as interface to the "parent" body CEN/TC 428 and with UNINFO.

Writes the progress reports including summary of the individual reports.

Disseminates information on progress and results.

Responsible for organizing of the workshops.

Provide technical content to the preparation of the workshops (technical and organisation).

Five Project team expert members with significant proven expertise and proven technical competence in specific domains as follows:

o Methodology Expert with technical competence in EN 16234-1 “e-CF” development, implementation and maintenance in particular and related to other frameworks on European, national and local levels from methodological point of view.

o Methodology Expert with technical competence in indicators for acquired competences.

o Methodology Expert with technical competence in assessment of competences.

o Expert with extensive work experience in large ICT user enterprises: proven technical competence in EN 16234-1 e-CF development, implementation and maintenance in particular and related to other frameworks on national and/or local levels from a broader ICT demand perspective, combining experiences from different enterprises.

o Expert with extensive work experience in ICT with SME: proven technical competence in e-CF development, implementation and maintenance in particular and related to other frameworks on national and/or local levels from small and medium sized enterprises perspective, combining experiences from different companies.

The experts will be selected in according to the rules of best value for money.

All applicants to the above–mentioned expert positions shall make proof of the following competences and expertise:

EN 16234 development

Practical application of EN 16234-1

Years of expertise in drafting standards at national/European level

Expertise in the field of European and international standardization

Years of experience in defining and benchmarking competences and professionalism

Experience with writing and/or the implementation of standards

Intimate knowledge of the work of ISO/IEC JTC 1

Expertise and access to effectively and quickly work on the deliverables

Preferably knowledge of national standards and consortia specifications.

The regular tasks of the project expert include the following:

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Coordinates with the other experts

Contributes to the report deliverables

Takes part in the Project Team meetings to discuss results and next steps, to monitor progress and results in order to ensure agreed timeline

Evaluates specifications and collects requirements

Contributes to the three workshops (technical and organisation)

Identifies and combines different individual specifications or existing pre-work for the definition of the complete EN

Writes technical chapters of the EN

One of the experts will act as Editor. His additional tasks include drafting and proofreading of the TR, ensuring the integrity of the documents. The editor should be chosen by the Project team members during its first meeting.

A balanced composition of the above described application perspectives by the experts selected is key for the Project success.

The Project Team members bear the travel costs for meetings attendance by themselves.

Meetings

The Project Team has its own meetings to discuss progress. PT will work mostly in remote.

Moreover, the project team meets in presence in 4 meetings, including a kick-off meeting.

Selected European experts will be invited to participate and to contribute to Project Team meetings.

Organisation Workshops Three workshops are planned.

1. A one-day workshop is planned in Month 10 aimed at gathering first input. Their feedback is

essential and very valuable for the planned activity. Participation should not depend on their

financial capacity to cover the travel costs. 10 participants being experienced should be present in

order to guarantee good and reliable results.

2. A workshop dedicated to define the draft structure feedback is planned for month 13. 3. An open final workshop is planned in month 21 to collect feedback and further input from European

ICT multi-stakeholders to the new draft standard prior to presenting the final draft from phase 2 to CEN/TC 428 for initiating and implementing the formal process. To recognize the relevance of CEN/TC 428 activities and the role of the standard within the EU policies related to e-skills this workshop is proposed to take place in Brussels and to be hosted by CEN or the European Commission.

These costs will be handled by UNINFO.