EU Standardization & EU Service Standardizationsesec.eu/app/uploads/2015/09/SESEC_EU-Service-Std-IPR-Service-St… · Seconded European Standardization Expert in China Project (SESEC)

Seconded European Standardization Expert in China Project (SESEC)

EU Standardization & EU Service Standardization

Dr. Betty Xu Seconded European Standardization Expert in China (SESEC) 7th Sept 2015


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EU Standardization & EU Service Standardization

Content Table

1. SESEC III Overview and SESEC Partners

2. European Standardization System

3. European Service Standardization

4. A Glance at Intellectual Property Management and Service Standardization in Europe

Title of event

Date (yyyy-mm-dd)


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EU Standardisation & EU Service Standardisation

SESEC III Overview and SESEC Partners

SESEC III expert visit CESI

2015-01-27


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SESEC Seconded European Standardization Expert in China (SESEC)

The Seconded European Standardization Expert in China (SESEC) is a visibility project co-financed by

The European Commission (EC)

The European Free Trade Association (EFTA) secretariat

and the three European Standardization Organizations

CEN,

CENELEC

ETSI

Title of event

Date (yyyy-mm-dd)


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The European Commission

The European Commission (EC) is the executive body of the European Union responsible for proposing legislation, implementing decisions, upholding the treaties and day-to-day management of the EU.

• Website: http://europa.eu/

• There are 28 members

• 24 official languages

SESEC III main partner is Directorate General Enterprises and Industry of EC. ( funded almost 80%)

Title of event

Date (yyyy-mm-dd)

http://en.wikipedia.org/wiki/Separation_of_powers#European_Union

http://en.wikipedia.org/wiki/European_Union

http://en.wikipedia.org/wiki/Treaties_of_the_European_Union

http://europa.eu/

http://europa.eu/


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EFTA

• The European Free Trade Association (EFTA) is an intergovernmental organisation set up for the promotion of free trade and economic integration to the benefit of its four Member States.

• EFTA Member States are Iceland, Liechtenstein, Norway and Switzerland

• European countries; None EU members

• EFTA sign treaty or agreements with European Union like trade, laws, regulations

• Switzerland signs separate agreements or contracts with European Union

Title of event

Date (yyyy-mm-dd)


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CEN – European Committee for Standardization

CENELEC – European Committee for Electrotechnical Standardization ETSI – European Telecommunications Standards Institute

3 European Standardization Organizations


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Industry (80%) Public sector, users, R&D… (20%)

Extra EU +/- 30%

Vie

nn

a, 1

99

1

(>3

0%

)

Dre

sden

, 19

96

(>

75

%)

National

standards

bodies

Industry, federations, academia…

National

committees

Similarities and Differences

Hervé GAUTHIER

SESEC III Training introductory session (2014-09-22)


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CEN & CENELEC World

CEN & CENELEC

33 Members

Affiliates (17 CEN, 14 CLC)

Partner Standardization Bodies (4 CEN, 1 CLC)

Partners

(8 CEN, 11 CLC)

Other types of liaisons

(100+)

>400 Technical Committees

~20.000 published documents

Hervé GAUTHIER



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Who are we?

CEN & CENELEC Members


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Facts and figures

18 799 European Standards

537 Technical

Specificatio

ns

487 Technical

Reports

410 CEN/CLC

Workshop Agreements

2 096 CEN

Technical Bodies

108 CEN/CLC

Technical

Committees

516 CLC

Technical

Bodies

40 000 Experts

419 CEN/Technical Committees

)


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ETSI

Title of event

Date (yyyy-mm-dd)

ETSI, the European Telecommunications Standards Institute

An independent, not-for-profit organization based in the

technical park of Sophia Antipolis in the south of France

ETSI has over 750 members from 63 countries and

across five continents.

ETSI publishes between 2,000 and 2,500 standards

every year. Since its establishment in 1988, it has

produced over 30,000.

These include the standards that enable key global

technologies such as GSM™, 3G, 4G, DECT™, smart

cards and many more standards success stories.

•


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European Standardization Systems


2015-01-27


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European Standardization – Mission

• support and strengthen the achievement of the European Single Market;

• enhance the competitiveness of European players in the global market;

• foster the European economy and the welfare of European citizens under the global concept of sustainable development;

• ensure the most efficient input of Europe to international standardization activities and cooperation.

Hervé GAUTHIER


The EU's single market allows people, goods, services and

money to move freely ……


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In a nutshell:

the European recipe

Clear regulatory framework (EC Regulation 1025/2012) +

Facilitation of compliance with European legislation and market access

+ National delegation principle

+ Standstill obligation & National commitment

+ Prevention of overlaps and duplication of efforts

with IEC/ISO

Effective use of stakeholders’ resources

Inclusiveness of the system

Coherence of the regional market

Full support to global trade


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A clear Regulatory framework

EU Regulation 1025/2012 reconfirms ESO (+ NSB-NC) system in support of European Union policies and strategic objectives

CEN & CENELEC support 39 European Directives/Regulations

With a total of more than 4000 standards referenced in the OJ (~20% of portfolio)

Regulation 1025/2012 sets strong requirements for the involvement of all interested parties in standardization work => inclusiveness

Hervé GAUTHIER


http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:L:2012:316:0012:0033:EN:PDF


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European Standard

Directive

Regulation Mandatory

Voluntary

Presumption of Conformity

‘Harmonized Standard’ referenced in OJEU

EC standardization request (mandate) to CEN-CENELEC

Standards support legislation – the New Approach

Essential requirements

Hervé GAUTHIER



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National delegation principle

• When CEN or CENELEC elaborate a new European Standard, they set up a European technical committee under the responsibility of one of its national members, and consisting of other national members (NSBs).

• At the same time NSBs create the so-called "National Mirror Committees" (reflecting the European technical committee on the Member State level), which enable all interested parties to participate in the creation of the standard at national level and in their own language.

• These National Mirror Committees elaborate a national position for the drafting and voting of a European standard, which is then

presented at the European technical committee.

Hervé GAUTHIER



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What the European Commission has to do with standardization?

Coordinates the standardization policy and cooperates with the different stakeholders

Promotes the use of European standards to support EU legislation and policies to enhance the competitiveness of European industry

Prepares the Annual Union Work program

Formulates the standardization requests to CEN/CENELEC/ETSI

Funds CEN/CENELEC/ETSI (operating and action grants)

Title of event

Date (yyyy-mm-dd)


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European Service Standardization


2015-01-27


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Context

• Services represent more than 70% of European Economy

• Number of service standards growing but still small (~1%

of total)

0

20

40

60

80

100

120

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

# of service standards by end of each year

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014

2 4 7 11 18 34 41 49 60 61 68 72 79 90 96 99 100 #


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Service standards and EU legislation

• New approach/new legislative framework has not been applied to services

• except for postal services (Directive 97/67/EC)

• … but recognition role of standards in single market for services

Services Directive (2006/123/EC)

art 26.5 promote development of European Standards to facilitate interoperability, service quality & information to service recipient

High level Group on Business Services


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Source: Ecorys – Questionnaire on Horizontal Service Standards (2014)

The challenges faced by service companies


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Service characteristics Role of standards

• Intangible: nature of services places a premium on reputation

• Comparability: measuring service performance and quality is difficult

• Co-production: production of services often requires interaction between the client and service provider

• Co-location: the client and service provider have to be in physical proximity for the service to take place

• Indicator of service providers capabilities & quality of service provided

• Definition of metrics for measuring service performance & quality levels

• Guidelines and procedures to facilitate & improve the effectiveness of interaction between service providers and clients

• Means to overcome barriers to trade & promote greater integration of service markets (e.g. compliance with market requirements / compatibility / interoperability)

Service characteristics and role of standards


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Benefits of service standards

Source: Technolopis study (January 2012)

ftp://ftp.cencenelec.eu/CEN/WhatWeDo/Fields/Services/Technopolis20120124.pdf




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Benefits of service standards

SMEs more likely to get bigger benefits regarding improved

service quality, improved ability to demonstrate service quality to

customers and increased transparency of services provided

Large companies more likely to get larger benefits regarding

improved ability to meet health/safety and regulatory

requirements

50% respondents stated standards used employed in

procurement

69% respondents highlight use of standards in advertising (82%

SMEs vs. 63% large companies)


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EN 12522 Furniture Removal for Private Individuals

Leatherbarrows Removals and Storage Ltd small family-run business

Benefits for the company:

• Improved communication: all parties are fully informed about the service being

provided

• more consistent use of checks & balances, enabling the company to monitor

performance, identify inconsistencies in service and remedy these

• company is better able to meet expectations & achieve higher levels of customer

satisfaction, leading to positive referrals & repeat business

• Improved training & clearer procedures, resulting in

increased job satisfaction & reduced staff turnover,

with a direct impact on profitability

• Industry recognition of the standard allows efficient

collaboration, without compromising quality

Case study: removals and storage company


Standards for services


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Standards for services

• What do standards for services cover?


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What they cover

Terminology: common language within a sector

Measurement methods or KPIs: compare, measure quality,

performance or other aspect relevant to service

Qualification of personnel: Knowledge, skills and competences

and/or how to assess them

Best/good practices or codes of conduct: many times these form

part of service standards covering other aspects

Requirements for service provision


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What they do not cover

x Requirements subject to collective agreements (working hours, holidays…) or occupational health & safety issues (OH&S training, medical examination…)

x Refer to specific equipment/technologies or commercial brands

x Management systems

x Requirements on customers

x Fixing of service price


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• EN 16636 Pest management services - Requirements and competences

• EN 12522-1 Furniture removal activities- Furniture removal for private individuals- Part 1-service specification

Some examples

examples/EN16636PestManagement.pdf

examples/EN16636PestManagement.pdf

examples/EN 12522-1.pdf




Existing tools for the development of service

standards


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• Explains methodology for developing service standards

• Helps identify in a systematic way topics for inclusion in service standards:

– Pre-normative phase (scope, reasons to undertake standardization, external influences, type of deliverable…)

– Potential contents of service standard

• Includes a services lifecycle model

http://boss.cen.eu/ref/CEN_15.pdf

CEN Guide 15- development of service standards



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Service lifecycle model


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• Guidance on how to address:

– Environmental issues (CEN Guide 4)

– Interface with legal requirements

– Interrelation with management systems

– Accessibility (CEN/CENELEC Guide 6)

– Small and Medium sized enterprises (CEN/CLC Guide 17)

– Measurement of service quality

Guide 15- Horizontal issues


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• Methodological approach to express requirements on

• qualification

of professions/personnel: Competence: what a person should be/know to be suitable for a

job/task

Tasks to be performed: what a person should be able to do to be

suitable for a job/task

Assessment of competence: how a person is assessed to be

considered suitable for a job/task

• Modular template for European Standards on qualification of

personnel & list of basic terms and definitions


Guide 14- Qualification of personnel



CEN activities in the area of services


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Security services

CEN/TC 384 - Airport and aviation security

services

CEN/TC 417 - Maritime and port security

services

CEN/TC 419- Forensic science processes

CEN/CLC TC 4 -Services for fire safety and

security systems

Healthcare services

CEN/TC 380 - Hearing aid specialist

services

CEN/TC 394 - Services of chiropractors

CEN/TC 403 - Aesthetic surgery services

CEN/TC 414 - Services in osteopathy

CEN/TC 424- Cleft Lip and/or Palate

CEN/TC 427- Doctors with additional

qualification in homeopathy

Social services

• CEN/TC 385 – Sheltered housing

• CEN/TC 431 –Service chain for

social alarms

Professional qualifications

• CEN/TC 428 - E-Competences and ICT

Professionalism

• CEN/TC 432 – Competency of customs

representatives

Areas of activity


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Beauty and well-being

• CEN/TC 409 - Beauty Salon services

• CEN/TC 412- Indoor sun exposure services

• CEN/TC 435- Tattooing services

Other consumer services • CEN/TC 329- Tourism services

• CEN/TC 331- Postal services

• CEN/TC 373- Services of Real Estate agents

Other services • CEN/TC 405- Expertise services

Business services

• CEN/TC 319 – Maintenance services

• CEN/TC 320 – Transport- Logistics and

services

• CEN/TC 328 –Cleaning services

• CEN/TC 348 - Facility Management

• Cen/TC 374- Business support services

• CEN/TC 375- Customer Contact Centres

• CEN/TC 381- Management consultancy

• CEN/TC 395 Engineering consultancy

services

• CEN/TC 404- Pest management

Areas of activity


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• A standard that covers aspects of service provision and applies

across multiple sectors (e.g. service design, information

provision to customers, complaint and redress)

• CEN/TC 420 Service Excellence Systems created in June 2012

• M/517 for the programming and development of Horizontal

service standards accepted by CEN in 2013

Horizontal service standards

ftp://ftp.cencenelec.eu/CEN/WhatWeDo/Fields/Services/M517.pdf


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Challenges

• New area of standardization dominated by SMEs -lack of resources

• Lack of awareness of standardization and its benefits

• Multiple project committees created on an ad-hoc basis (Unique characteristics – no service is like the other )

• Horizontal standards may contribute to improve coherence of service standardization

• Difficulty to attract stakeholders in the development of horizontal service standards


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A Glance at Intellectual Property Management and Service Standardization in Europe


2015-01-27


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What is “Intellectual property service standardization”?

Title of event

Date (yyyy-mm-dd)

What does this actually mean?

1. Does it mean IPR within service standards? (which is

the same than IPR and standards in general)

2. Does it mean some kind of services offered in relation

to IPR like patents, trademarks, and copyrights, etc.

(in this case we do not have any activities in this area

yet…).

3. Does it mean Intellectual Property Management in

Innovation? ( CEN TC 389 Innovation Management”)


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CEN/TC 389 ‘Innovation Management’

Title of event

Date (yyyy-mm-dd)

AENOR Secretariat, Mr Fernando Utrilla, email : [email protected]

Technical Specification 'Innovation management CEN/TS 16555-

1:2013 ’ Innovation management System' that published in 2013 as

first part of a round series.

Five parts were published in late December 2014 on:

o 2-Strategic intelligence management

o 3-Innovation thinking

o 4-Intellectual property management

o 5-Collaboration management

o 6-Creativity management

o A Part 7 on Innovation management Assessment is still under

development.

mailto:[email protected]


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Structure of Deliverables of TC 389

Title of event

Date (yyyy-mm-dd)


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Structure of TC 389

Title of event

Date (yyyy-mm-dd)

- WG 1: Collaboration and Creativity management

- WG 2: Innovation Management System

- WG 3: Innovation Management Assessment

- WG 4: Innovation Thinking

- WG 5: Intellectual Property Management

- WG 6: Strategic Intelligence Management


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Part 4-Intellectual property management

Title of event

Date (yyyy-mm-dd)

CEN/TC 389

Working group 5 ‘Intellectual property management’.

The Technical Specification Part 4 on IPRs is about

providing guidance to organisations (also public) to

identify and safeguard IPRs in their innovation

process and share best practices.

The work of CEN/TC 389 ‘Innovation Management’ is expected to be taken

up by ISO/TC 279 ‘Innovation management’ (AFNOR secretariat email:

[email protected]) which is also working on IPR management.



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Dr. Betty XU

Seconded European Standardization Expert in China (SESEC)

E-mail: [email protected]


Documents

EU Standardization & EU Service Standardizationsesec.eu/app/uploads/2015/09/SESEC_EU-Service-Std-IPR-Service-St… · Seconded European Standardization Expert in China Project (SESEC)