open call for project team experts · mobile devices. for some modes of transport ... as netex will...

CEN/TC 278 Intelligent transport systems

www.ITSstandards.eu

Secretariat - Netherlands Standardization Institute (NEN)

Mr. M. Peelen MSc T E

+31 15 2690 378 [email protected]

PO box 5059 2600 GB Delft The Netherlands

OPEN CALL FOR PROJECT TEAM EXPERTS for the execution of the work called for in the Grant Agreement 2012-25

Electronic Passenger Transport Information Systems (EPTIS)

Introduction Following the acceptance by the European Commission of a proposal from CEN, as prepared by CEN/TC 278/WG 3 Public Transport, CEN has now signed a Grant Agreement with the European Commission for developing a Technical Specification on Fare Structure data. Under this Grant Agreement (SA/CEN/ENTR/EFTA/000/2012-25) funding has been made available for establishing a team of paid experts to draft the input material into the consensus processes of CEN/TC 278. Recruiting these experts has been delegated by the CEN Secretary General to the secretariat of CEN/TC 278, held by NEN. Task of the project team This call for experts applies to the preparation of the deliverable(s) associated with the following task(s) as defined in the Grant Agreement:

to develop an approved Technical Specification for NeTEx Part3 on Fare Structure data, including XML schema, and

to develop a Technical Report with appropriate expository material in the form of white papers, working examples using different national data, presentations and other supporting materials that will explain the standard and assist with its dissemination and rapid uptake.

The experts selected through this open call will work together in a single CEN Project Team: CEN/TC 278/PT 0301. Contractual details The Terms of Reference (ToR) of the Project Team(s) are attached in Annex 1. These ToR describe in detail what is expected from the Project Team, the work plan and milestones and the expertise required for the execution of the task(s). The daily rate for experts as agreed between CEN and the European Commission is € 650, -. A travel and lodging budget is available and will be divided amongst the experts reflecting the costs incurred per individual expert. The total travel and lodging budget for the project team as a whole is € 12.000,-. The experts selected will sign an agreement with NEN, the Netherlands Standards Institute. Payments to Project Team experts are dependent on NEN having received the corresponding payments from CEN. Applicants should be forewarned that the delay between the receipt of the deliverables from the Project Team and NEN being in a position to issue the payment may be in the order of several months. This will be partly overcome by the fact that CEN and the EC have agreed on a payment step of 25% at signature of the contract.

Selection procedure Applicants will be selected by a selection committee, which is composed of:

the Chair of CEN/TC 278 Public Transport,

the leader of CEN/TC 278/WG 3/SG9,

the Secretary of CEN/TC 278 Intelligent transport systems, and

a representative from the CEN Central Management Centre. The report of the selection committee on the selection of the experts will be submitted for approval to the European Commission prior to the actual contracting of the experts. Application procedure Interested candidate experts are kindly requested to send the completed form in Annex 2 by 28 February 2014, 12:00 CET to Ms. Cher Otterspeer by letter mail or e-mail. Contact information can be found on the Application Form. Applications received after the deadline may not be taken into consideration. We look forward to receiving your applications. Yours sincerely, Maarten Peelen Secretary of CEN/TC 278 Attached Annex 1: Terms of reference Annex 2: Application form

Annex 1 Terms of reference

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4. Context

Electronic Passenger Transport Information Systems (EPTIS) enable passengers to find out about

available public transport services and the cost of fares, and to make journey plans, etc. Making

information available to passengers universally and cheaply is an important enabler for open

markets for public transport services and for encouraging the use of sustainable transport.

Reference data describing the public transport network and the timetables of the services that run

on it are essential for even the most basic EPTIS systems. In addition, information about the tariff

structures, conditions, fares and their relation to available journeys is needed for passenger journey

choice and to support ticketing services. It is important that data can be shared among transport

operators, information service providers, trip planners, authorities and other actors in a clear and

unambiguous way, in order to give accurate public information.

Fare management, ticketing and fare collection systems also rely on such data. Both types of system

are becoming increasing important with the development of the digital economy and personal

mobile devices. For some modes of transport – for example air and rail, there is an increased

movement towards dynamic pricing from a central engine, so the fare pricing parameters do not

need to be distributed as they have in the past. However pricing is only one aspect of a computer

representation of fares and representation of the tariff structures, fare products, restrictions etc.,

are still needed in to provide effective passenger information and ticketing services.

5. Objectives and impact

5.1 Objectives

The objective is to develop a coherent set of pan European standards for the exchange of passenger

timetable and fare data between computer systems, and the necessary supporting materials to

ensure their effective dissemination. These standards will cover both rail data as specified by TAP TSI

requirements and bus and other mode data as identified by Transmodel and national standards. The

standards include an actual XML schema that can be used provides a machine-readable specification

for documents.

Transport and fare data is complex and is made up of many components that are the responsibility

of different stakeholders using a variety of business processes. It also changes on a regular basis and

is repeatedly exchanged in many different versions between many different systems, which need to

be able to reconcile data of different versions and from different sources To manage this complexity

of exchanging such data effective standards are needed that address all these considerations, as well

of course as being able to model the many different tariff structures are found across different

modes and regions of Europe.

The standards will build upon existing European work that has over the past fifteen or so years

systemized European Transport data into a common conceptual model, and drawing on the best

practice of established national standards such as VDV, TransXChange, BISON and NEPTUNE.

NeTEx (Network exchange) is a CEN Technical Specification being developed in three parts by

CEN/TC 278/WG 3. Part 1 is fully standalone, while part 2 and 3 rely on part 1.

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Part 1: description of the Public transport network topology exchange format.

Part 2: description of the Scheduled Timetables exchange format.

Part 3: description of the Fare information exchange format.

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The work on Part1 and Part2 is almost completed and the final drafts are under consultation. Part3

concerns a fare information module and is the main deliverable of this project.

The specific tasks envisaged by this project are

1. to develop Technical Specification for NeTEx Part3 on Fare Structure data, including XML

schema, and

2. to develop a Technical Report with appropriate expository material in the form of white

papers, working examples using different national data, presentations and other supporting

materials that will explain the standard and assist with its dissemination and rapid uptake.

The work will also set out to harmonize wording between NeTEx Part 3 and IFM (EN ISO 24014

Interoperable fare management system) which is one of the major users of the data exchanged by

NeTEx.

5.2 Relevance

Interoperability between passenger transport information systems in Europe is one of the most

important objectives for standardization work in the ITS domain. Public authorities that tender for

systems need to be able to specify standards for data exchange between the different systems.

The ITS action plan Directive 2010/40/EU of the European Parliament and of the Council of 7 July

2010 on the framework for the deployment of Intelligent Transport Systems recognizes the role of

standardization of interfaces in enabling the generation of scale-effects for a more cost-effective,

faster and less risky deployment of ITS. Consequently, the "2010-2013 ICT Standardisation Work

Programme for industrial innovation" emphasis the need for standards covering the field of:

Co-operative systems (the European Standardisation Organisations are invited to develop

standards in order to ensure deployment and interoperability of co-operative systems and

services)

Public Transport interoperability

ITS Framework Architecture

COMMISSION REGULATION (EU) No 454/2011 of 5 May 2011 refers to the technical specification for

interoperability relating to the subsystem ‘telematics applications for passenger services’ of the

trans-European rail system (TAP TSI) and in particular its annexes B1, B.2 and B.3.

The requirements formulated by ERA (European Rail Agency) – TAP/TSI (Telematics Applications for

Passenger/ Technical Specification for Interoperability) based on the UIC directives also need data

interchange standards.

For example

Technical document on the process and the information used for it in respect of tariff data

intended for domestic sales (TAP-TSI 4.2.2.1)

Standard for the exchange of fare information in the context of connection with other

modes of transport (TAP-TSI 4.2.22)

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As well as passengers, European passenger information and public transport ticketing -suppliers will

also benefit and have a much stronger position on the world market if supported by European

standards for the implementation of timetable and fare data -services worldwide.

5.2 Stakeholders

Numerous stakeholder are involved in defining NeTEx, and especially its Part 3. Contributions are of

different type, some submit requirements, other are developing the standard itself. Some are

requesting preview to experiment en test the standard and other just want to be informed of the

work progress.

Stakeholder's expectations can be found at business level, strategic level or political level.

The CEN/TC278/WG3/SG9 working group already involved several types of stakeholders:

Public transport organisations (like VDV)

Transport Operator (like SNCF, or Veolia-Transdev)

Software companies (like Trapeze, or MDV)

Public transport experts

Researcher (like Maribor University)

Most members of SG9 are the representative of an official national mirror group usually including

National transport departments

Public transport Authorities (being an important actor for requirements, but often not

directly involved directly in SG9 since directly working on a standard is quite technical).

Transport operators

Software companies

As NeTEx will be available for rail an urban transport, a strong connexion has been established with

ERA (European Rail Agency, who has a representative in SG9 and provides an all set of requirements,

related to TAP-TSI) and UIC. The work with UIC has led to have a joined working group on a specific

project named OSI (Online Sales Interface) therefor involving UIC members, NeTEx members, and

ETTSA representative (ETTSA being the GDS association representing companies like AMADEUS,

Travelport, etc.)

Connexions with other CEN or ISO standardization groups, acting in related fields, have also been

established (ISO/CEN IFM (Interoperable Fare Management) workgroup, of course other

TC278/WG3 subgroup like SG4 (Transmodel conceptual data model), SG7 (Siri for real-time

information), etc.)

Informal relations have also been established with independent stakeholder (for example Google

whose GTFS was mapped to NeTEx Part 1&2).

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Of course, new stakeholder are always welcome, and additional contributors like UITP are welcome

to join the NeTEx working group.

5.3 Dissemination and indicators

The execution of work in the project teams will be measured and controlled by the following

performance indicators:

Effectiveness:

Number of participants involved in the activity

Number of meetings organised in relation to this activity

Number of presentations made on the activity

Project progress in relation to the schedule specified in this proposal

Number of draft versions of the deliverables announced and promoted to the technical

bodies and other stakeholders (potential stakeholders to be addressed are manufacturers

and software developers, network operators, road authorities, …)

Number of comments received by type and percentage accepted or rejected and from which

categories of stakeholder

Use cases and worked examples and presentation material

The project will develop a concrete XML schema, uses cases and worked examples that show

the use of the standards to encode a systematic set of real world examples, including real-

national data. These provide evidence that the standard is capable of representing the

problem domain effect

Stakeholders’ engagement:

Known relevant stakeholders involved

An analysis of the stakeholder representation over the duration of the activity

Contributions received from stakeholders to the work, be they formal contributions,

comments to drafts or responses to presentations elsewhere

The modus operandi of CEN, based upon a network of national antennae, is geared towards

involving all parties concerned.

Dissemination Results:

Public conferences

Number of external presentations to the wider community and liaison with industry and

other associations over the period of the activity as well as the liaison work performed and

contributions to other related standards activities

The deliverables will be developed through the regular CEN channels, which will ensure

openness and transparency.

We also wish to create a good set of explanatory documentation, which can be used to help

disseminate the standard.

More concretely, the following targets are set per indicator:

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Effectiveness Target Minimum

Number of participants involved in the PT activity 4 3

Number of participants in the CEN/TC 278/WG3 and its subgroups 20 15

Number of presentations made on the activity 10 5

Project progress in relation to the schedule specified in this proposal in

time

Stakeholders engagement

Known relevant stakeholders involved 100% 75%

An analysis of the stakeholder representation over the duration of the activity 80% 60%

Contributions received from stakeholders to the work, by formal contributions,

comments to drafts or responses to presentations elsewhere

15 10

Dissemination Results

Public conferences 4 3

Number of external presentations to the wider community and liaison with

industry and other associations over the period of the activity as well as the

liaison work performed and contributions to other related standards activities

4 2

5.4 Impact

The industry has since the beginning of Transmodel been directly involved in the development of

Public Transport Data standards and work to date has included a systematic mapping of existing

legacy standards such as VDV , NEPTUNE, BISON etc. into a harmonized common standard. Similarly,

a mapping against relevant UIC leaflets is also being undertaken. Europe has some of the worlds

most advanced public transport systems and NeTEx will support the rich operational models found

in Europe and also for the first time provide a single coherent model capable of holding both

complex rail and complex bus data.

Once the NeTEx standard becomes available, it is expected that a market will develop for

interoperable PT timetable and Fare systems both for back office schedule preparation and to

provision for customer facing systems such as journey planners. Public authorities will wish to

specify NeTEx as a standard on public tenders as it will give them a choice of suppliers and a strategic

protection of investment. The availability of standards will enable the market to grow more quickly

especially in the many European countries with only limited information systems to date. It will

greatly facilitate the creation of cross border systems. This will also strengthen the position of

European technology and standards worldwide.

Many of the leading European industrial companies involved in the development of Scheduling and

Journey Planning systems have participated in the work to date on the requirements for

standardizing.

If an agreed standard can be reached within a reasonable timescale, it will provide the necessary

technical elements for the implementation of Fare data exchange, extending the use NeTEx for stops

and timetables, and giving a vehicle for the implementation of the TAP TSI mandate.

The results of the proposed tasks will contribute to:

the definition and deployment of journey planning and passenger information systems;

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making it easier for stakeholders to purchase and specify equipment and services;

reduce cost, risks and time for implementation;

simplicity and coherence in terms of use of the services;

increased competitiveness for European EPTIS suppliers and service provider;

widespread introduction of EPTIS in Europe,

The beneficiaries of interoperable EPTIS systems are a wide group of actors including:

o Users/travelers – easier use of EPTIS, less expensive equipment, free flow;

o Transport organisations – a more seamless Europe, less expensive equipment, free

flow;

o Service operators – new business opportunities;

o Manufacturers – better market opportunities, stronger international market

position;

o Service Providers – easier procurement, lower unit costs;

o Public Authorities – possibility to implement and extend a flexible range of EPTIS

systems.

6. Description of the different tasks

6.1 Introduction

This section describes the two proposed tasks:

Task 1: NeTEx - Part 3 Fare information exchange format, including use case model and XML

Schema

Task 2: NeTEx Examples, Guidelines and explanatory materials

6.2 Scope

It should be noted that the scope is subject to amendments as a result of CEN's consensus building

process, including CEN/TC 278's adoption of the corresponding WI. Significant amendments to the

scope are rare and always motivated, notably in advanced stages of the drafting of a standard. Any

amendment of the scope requires approval by CEN/TC 278.

Task 1

The aim of the task 1 is to define a concrete UML model and XML schema for a standard data format

for the exchange of Fare Structures and related data. Such a framework should reflect the interests

and assets of all stakeholders and related to the underlying NeTEx Part1 and Part2 standards for

stops and timetables.

It will involve working with UIC/ERA to ensure there is coherent support for rail requirements.

Furthermore, work with UIC will ensure consistency with the on-going work on dynamic price

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exchange message (involving heavy rail, but also air transport business actors), providing a seamless

transition from scheduled to dynamic multimodal fare description.

Task 1 will result in an approved CEN Technical Specification.

Task 2

The aim of task 2 is to provide a set of examples, white papers and explanatory material that makes

it easy to understand how to use and deploy all parts of NeTEx. This will help EPTIS system providers

and acquirers, providing functional scope, guidelines and terminology explanations needed to

implement a system. It will also ease formalizing the requirements for the context of a procurement

process.

Task 2 will result in an approved CEN Technical Report.

6.3 Workplan and milestones

The timetable will be as follows (with T as starting date):

# Milestone Due date

(months)

1 Signature of contract between CEN and the EC T=0

2 Call for experts and selection of the experts for the Project Team (PT) T+1

3 Signature of contract between CEN and PT experts (start work) T+4

4 PT work plan T+5

5 First (incomplete) draft deliverables to be presented to CEN/TC 278/WG3 T+9

6 Final drafts for TC commenting (progress report) T+10

7 End of TC commenting T+13

8 Draft Comment Resolution Report and amended drafts T+18

9 Final draft Technical Specification and Technical Report for Formal Vote T+19

9 End of Approval/Formal Vote ballot T+25

10 Approved Technical Specification and Technical Report (final report) T+28

6.4 Deliverables

The project will have the following deliverables:

Progress Report (S+9) (situation report)

A written report outlining the work performed so far for each of the two tasks, and including a first

draft of the Technical Specification for information and provisional drafts of the schemas.

Final Report (S+28)

A written report including:

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Task 1: An approved Technical Specification for NeTEx Part3, including a XML schema and

accompanying UML model in electronic form.

Task 2: An approved Technical Report with a set of examples, based on existing European fare

systems and data on how and why to use NeTEx to exchange data to support different use cases

between different stakeholders, and other collateral to show the use of NeTEx.

7. Execution of the different tasks

7.0 Organisation & relationship

WG secretariat does not receive paid mandays

- The work plan of the Project Team will be aligned with the standardisation process in CEN. The

Project Team will co-ordinate the time schedule with the timing of TC 278/WG 3(/SG 9 Network

Exchange (NeTEx)) 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 TC 278.

- Regular status reports will be provided to WG 3 for information and seeking assistance on issues

where required.

7.1 Staff members

NEN will support the action with:

general project management

organization of the selection of experts

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 preliminary drafts for input into the draft TS ready for Formal Vote (final

deliverable of the contract)

support in the editing of the final deliverable

NEN

CEN/TC 278

CEN/TC 278/WG 3

PT Experts

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The number of man days required is estimated at:

20 days Technical Management

10 days Administrative Support

7.2 Travel costs

One journey may be required for NEN staff for a co-ordination meeting with the project team and

WG 3, at 1000 € per mission.

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

Task 2 involves developing examples, guidelines and explanatory materials. Publishing these

materials (or excerpt) is an important communication issue and will help with the dissemination and

rapid uptake of the Technical Specification.

The outcome of Task 2 is planned to be published in a brochure, available in paper and digital format

(suitable for mail dissemination and web site integration).

The added value to the project is especially important: communication on standard is always an

important issue since organizations need to be aware of standards in order to be able to decide to

take advantage of them. Furthermore, public transport fare description, which is the heart of NeTEx

Part 3, is not yet known to have any available standards: the output of the project provides an

exchange protocol on yet uncovered functional domains and will need a wide communication

toward stakeholder to assist with its dissemination, explaining:

That a standard is now available to exchange fare information on any public transport

network

When to use this standard (more typical use cases) and the benefits that can be derived

How this standard can be used

Where and how to get the standard, and additional support and explanation if needed

Budget: 5.000,- Euro.

(printing: 1.500 €, graphical design: 2.000 €, extraction of material from Task 2 output: 1.500

€)

This budget covers the printing costs grouped together with a very light graphical design work. The

main input for printing materials will be the output of task 2 detailed in 5.1 (development of

expository material in the form of white papers and working examples that will explain the standard

and assist with its dissemination and rapid uptake).

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7.6 Subcontracting to external organisations

Introduction

The drafting of the documents requires specialized expertise which is not available to

standardization managers as permanently employed by CEN and its member [AFNOR, DIN, BSI etc].

This is the justification for the Commission financial support.

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 standards deliverable is the responsibility of the CEN National

Standards Body, in this case NEN.

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.

For the Project Teams in relation to this Grant Agreement, experts should have specific expertise and

knowledge, which will be the main criterion for their selection and which is described in detail

below:

Required expertise and skills

The Project Team shall encompass the following skills:

Public Transport Data and Transmodel based system architecture and terminology, including

o CEN TC278, Reference Data Model For Public Transport,

o ENV12896, CEN TC 278 TS 00278207 Identification of Fixed Objects in Public

Transport,

o Service Interface for Real Time Information CEN/TS 15531,

o NeTEx Part1 CEN TS_278307 & Part 2 CEN TS_278308

European National standards for timetables and stops

Fare system Architecture and terminology including IFM (Interoperable fare management

system - EN ISO 24014

Advanced XML schema creation and use

Model Driven Architectures and UML Modeling

Data exchange protocols and use in CEN SIRI CEN/TS 15531

Software versioning

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Standardisation

Knowledge of the CEN standard drafting rules.

General

Communication of a highly technical content to stakeholders.

Proficiency to specify standards requirements in written form.

Project management.

Team working skills.

Consensus building skills.

Project team requirements

A single project team shall be established for the execution of task 1 and 2. The Project Team shall

consist of

4 members with a total of 160 person-days.

Budget: 160 mandays at 650 € per day = 104.000 €.

A balanced composition of the different stakeholders (balanced in terms of background,

representation, nationality (if applicable)) is preferred.

Project team travel costs

A travel budget shall allow for at least 3 trips for every member of the team, for physical meetings of

the Project Team and co-ordination meetings with other Project Teams and with CEN/TC 278/WG3

and its subgroups.

Travel budget: 4 experts x 3 trips at 1000, - Euro per mission = 12000 €

Selection of Experts

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:

the Chair of CEN/TC 278 Road transport and traffic telematics

the convenor of CEN/TC 278/WG3 Public Transport

the secretary of CEN/TC 278

a representative from the CEN Central Management Centre

NEN shall report in writing on the selection procedure prior to making any contractual arrangements

with the selected experts.

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