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ETSI Seminar June 2010

SpecialistSpecialist Task Forces (STFs)Task Forces (STFs)

Who they are ?Who they are ?What can they do for you ?What can they do for you ?

How we manage ?How we manage ?

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Alberto BERRINIAlberto BERRINIETSI Business Administration

Competence Centre STF Support Unit Director

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What is an STF ?

An STF is a group of experts working together as a team, to produce one or more ETSI standards

The STF works for an ETSI Technical Body

Experts are proposed by ETSI Members or, exceptionally, supported from ETSI Members

Experts normally work in the ETSI premises

STFs give ETSI a competitive advantage by taking together unique technical competence to accelerate the development of standards

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The STF role in standards production

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Technical Body

STF (contracted

experts)

Funding

Boardapproval

TB approval

PublishedETSI

standard

DraftETSI

standardETSI

EC/EFTA

Members

STF ToR

Urgent work

Committee voluntary work

Normal work

Draft standard

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Organization of an STF

ExpertsSteeringSteeringGroupGroup

TB/WGTB/WGTeam

Leader

ETSIETSISecretariatSecretariat

EC/EFTAEC/EFTA

OCG / OCG / BoardBoard

MembersMembers

Funding & Reporting

TB liaison& support

Administration& Project

Management

Technicalguidance

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STF funding

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22ndnd allocat. allocat. Jun

OCG / OCG / BoardBoard

ETSIETSIMembersMembers

VoluntaryVoluntaryfundingfunding

ETSIETSIbudgetbudget

STF fundingSTF funding

11stst allocat. allocat.Jan ……

ContractContractContractContract

EC/EFTAEC/EFTA

ICT WPICT WPDirectDirect

contractscontracts

……ContractContract

ContractContract

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ETSI budget allocation time scale

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SepSep

STF at workSTF at work

AugAug

JulJul

JunJun

MayMay

AprApr

MarMar

FebFeb

JanJan

DecDec

NovNov

OctOct

SepSep

Full ToRFull ToR

Prelim. Prop.Prelim. Prop.

Full ToRFull ToR

Prelim. Prop.Prelim. Prop.

OCG/BoardOCG/Boardapprovalapproval

OCG/BoardOCG/Boardapprovalapproval

STF at workSTF at work

1st allocation

2nd allocation

Typical STF duration 1 year

TBTB

TBTB

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ApprovalApproval

EC/EFTA funding time scale

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FebFeb

JanJan

DecDec

NovNov

OctOct

SepSep

AugAug

JulJul

JunJun

MayMay

AprApr

MarMar

FebFeb

JanJan

EC/EFTAEC/EFTAcontractcontract

STF at workSTF at work

Typical STF duration 2 years

TBTB Full ProposalFull Proposal

EC/EFTAEC/EFTAevaluationevaluation

EC/EFTAEC/EFTAagreementagreement

EC/EFTAEC/EFTAICT WPICT WP

TBTB commentscomments

BoardBoard

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How to make an STF proposal

Identify requirement in TB/WG (urgent work and not enough voluntary resources)

Identify Work Items to be produced (must be TB approved)

Prepare STF ToR (“business case” + min 4 supporting Members + technical description) for ETSI funding

Prepare proposal (“public policy relevance” + technical description) for EC/EFTA funding

Get TB approval of STF ToR before submitting for OCG/Board approval (ETSI funding)

Get TB approval of proposals for EC/EFTA funding (in parallel to EC/EFTA review process if required by the time scale)

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Priority criteria (ETSI funding)

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# Principle Reason

1. New business area not previously having received STF funding and supported by a large number of companies or significant voluntary contribution (25% or greater of total funding request). This could be for an existing or new Technical Body (TB). “New business area” means a technology which is not an enhancement, development or extension of existing or previous work done by ETSI.

Encourage new business areas which have significant ETSI Member support.

2. New business area not previously having received STF funding but with limited member (less than 10) support. This could be for an existing or new TB. “New business area” means a technology which is not an enhancement or extension of existing or previous work done by ETSI.

Encourage new ETSI business areas where there is little ETSI Member expertise in accordance with principle of STF funding.

3. STF request with substantial voluntary funding (50% or greater of total funding request)

Encourage ETSI Members to share risk and demonstrate importance

4. TB request with some previous STF funding in the technology area but supported by large number of members (greater than 10).

Piece of work identified as important to ETSI Members.

5. Technology area where there is limited ETSI Member expertise eg testing and validation, security

Recognition that standards need validation and some technical areas have few available experts.

6. Relatively short STF project (3 months or less). Encourage large projects to be developed by ETSI Members. Large projects should not be broken into a number of small ones

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Recruitment and set-up of an STF

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Experts’ availabilityExperts’ availability

Experts SelectionExperts Selection STF work planSTF work plan ContractsContracts

Preparatory MeetingPreparatory Meeting

Candidatures ReviewCandidatures Review

Candidatures from ETSI MembersCandidatures from ETSI Members

Call for Experts (Collective Letter)Call for Experts (Collective Letter)

1- 2 weeks

6 weeks

ToR approvedToR approved

STF at workSTF at work

0 - 2 weeks

TToo

(7–10 weeks from T0)

Funding availableFunding available

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How to apply as STF expert

Candidatures must be sent by Companies, not individuals

Candidatures must be sent by ETSI Members. An ETSI Member can present the candidature of an expert from a non-Member Company. If the expert is selected, the contract will be made with the non-Member Company

Vacancies announced by Collective Letter and on ETSI Portal http://portal.etsi.org/stfs/Cfe/OpenCfe.asp

Documentation required: CV + Annex B of CL

Selection process:

review candidatures (ETSI Secretariat + TB / WG officials) short-list invitation to Preparatory Meeting interviews, if necessary final selection contracts

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Beyond STFs: the Funded Projects ‘toolkit’

“STF-like” projects

Experts Teams (STFs, 3GPP “Tasks”)

Contracted experts (e.g. 3GPP/ETSI TB support)

Sub-Contracts (study&investigation, experiments)

R&D projects (FP7, etc.)

… anything else that can be efficiently outsourced

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Funded resources spent in 2009

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Specialist Task Forces (STFs)

2009 - Highlights 54 STFs have been active, 24 new teams set-up, 26 finished 190 experts of 24 nationalities Spent: ~ 4,2 MEUR (including MCC Task Forces and EC/EFTA Special Contracts)

Funding sources: ETSI ~1,440 k€, Members voluntary fund ~165 k€, EC/EFTA (ICT) ~1,380 k€, EC/EFTA (FP7)~210k€, 3GPP ~1 040 k€

Carry-over of ETSI budget (delay) expected less than 10%

2010 – Forecast ETSI budget reduction 15% Large TB demand, exceeding budget (priority setting required) Objective: keep activity at the same level, with more voluntary work STFs in new / strategic domains: cognitive radio, RFID, eCall,

ePassport, Electronic Signature, Intelligent Transport ...

ETSI/GA55(10)XX 14

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Information on STF process

General information http://portal.etsi.org/Portal_Common/home.asp

List of STFs Open Call for experts etc.

STF Management principles and practice http://portal.etsi.org/stfs/process/home.asp

A guide through the STF process:

How to create an STF How to join an STF ETSI contractual conditions etc …

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Information on ETSI Portal (all STFs)

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STF information on ETSI Portal (per TB)

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Information on the Portal (STF details)

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Information on the Portal (STF process)

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http://portal.etsi.org/stfs/process/home.asp

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