1. SEM08-14 Specialist Task Forces (STFs) Who they are ? What can they do for you ? How we manage ? ETSI Seminar June 2010 Specialist Task Forces (STFs) Who they are ? What can they do for you ? How we manage ? SEM08-14 Alberto BERRINI Alberto BERRINI ETSI Business Administration Competence Centre STF Support Unit Director

2. SEM08-14 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 2

3. SEM08-14 The STF role in standards production 3 Technical Body STF (contracted experts) Funding Board approval TB approval Published ETSI standard Draft ETSI standard ETSIEC/EFTA Members STF ToR Urgent work Committee voluntary work Normal work Draft standard

4. SEM08-14 4 Organization of an STF Experts Steering Group TB/WG Team Leader ETSI Secretariat EC/EFTA OCG / Board Members Funding & Reporting TB liaison & support Administration & Project Management Technical guidance

5. SEM08-14 STF funding 5 2 nd allocat. Jun OCG / Board ETSIMembers VoluntaryfundingETSIbudget STF funding 1 st allocat. Jan… Contract Contract EC/EFTA ICT WP Directcontracts … Contract Contract

6. SEM08-14 ETSI budget allocation time scale 6 Sep STF at work Aug Jul Jun May Apr Mar Feb Jan Dec Nov Oct Sep Full ToR Prelim. Prop. Full ToR Prelim. Prop. OCG/Boardapproval OCG/Boardapproval STF at work 1st allocation 2nd allocation Typical STF duration 1 year TB TB

7. SEM08-14 Approval EC/EFTA funding time scale 7 Feb Jan Dec Nov Oct Sep Aug Jul Jun May Apr Mar Feb Jan EC/EFTAcontract STF at work Typical STF duration 2 years TB Full Proposal EC/EFTA evaluation EC/EFTA agreement EC/EFTA ICT WP TB comments Board

8. SEM08-14 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) 8

9. SEM08-14 Priority criteria (ETSI funding) 9 #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

10. SEM08-14 Recruitment and set-up of an STF 10 Experts availability Experts Selection STF work plan Contracts Preparatory Meeting Candidatures Review Candidatures from ETSI Members Call for Experts (Collective Letter) 1- 2 weeks 6 weeks ToR approved STF at work 0 - 2 weeks ToToToTo (7–10 weeks from T 0 ) Funding available

11. SEM08-14 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 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 11

12. SEM08-14 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 12

13. SEM08-14 Funded resources spent in 2009 13

14. SEM08-14 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

15. SEM08-14 Information on STF process General information http://portal.etsi.org/Portal_Common/home.asp 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 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 … 15

16. SEM08-14 Information on ETSI Portal (all STFs) 16

17. SEM08-14 STF information on ETSI Portal (per TB) 17

18. SEM08-14 Information on the Portal (STF details) 18

19. SEM08-14 Information on the Portal (STF process) 19 http://portal.etsi.org/stfs/process/home.asp

20. SEM08-14 20