European Maintenance Skill Passport

European Maintenance Skill Passport

Author: René Strijbosch

April 22, 2015

Version 0

Deliverable

O4.2.1 Report on skills needs for Shut Down engineers level 3 to 5 in the Chemical Industry O4.2.3 Piloting of said ECVET at the BASF chemical company

Proposal for the structure, organisation and exploitation of the European Maintenance Skill Passport

Content: page

1. Introduction 1

2. The European Maintenance Skill Passport 2

3. Benefits of the European Maintenance Skill Passport 4

4. Practical organisation of the European Maintenance Skill Passport 5

5. Procedures for setting up, maintain and use of the European Maintenance Skill Passport 10

6. The procedure of accreditation and validation the EMSP 11

7. Some typical cases in using the EMSP 13

8. The next steps do be done: implementation of the EMSP 15

9. Business case European Maintenance Skill Passport 16

10. Funding of the European Maintenance Skill Passport 20

11. Look and Feel Web Based European Maintenance Skill Passport 21

12. Evaluation of the pilot European Maintenance Skill Passport 28

Annex

A1 . About the Pile-up and More4Core project

A2. The role of ESCO

A3. What are learning outcomes and how can they be applied for describing the competences of employees?

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1. Introduction

SHEQ requirements, evolving technologies and organisational changes increase the required level of knowledge and skills of maintenance workers. Through the mechanisms of outsourcing and contracting we already see some worker mobility in the field of MRO, but due to an increasing shortage of technical talent in a lot of EU member states, we foresee a considerable increase of maintenance worker mobility in the near future.

The biggest barrier is the fact that there is no transparency of the skills maintenance workers. This is due to the fact that a lot of the skills and competences are acquired through experience in the work field (informal and formal learning). On top of that employers in a certain member state don’t have a clear insight in what a holder of a certain diploma or training certificate is capable of.

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Dutch summary

German summary

French summary

Titel: European Maintenance Skill Paspoort Voorstel voor de structuur organisatie en exploitatie van de Europese Maintenance Skills Passport SHEQ eisen, evoluerende technologieën en organisatorische veranderingen verhogen het vereiste niveau van kennis en vaardigheden van onderhoudswerknemers. Door middel van de mechanismen van outsourcing en contracting zien we al wat werknemersmobiliteit op het gebied van MRO, maar als gevolg van een toenemend tekort aan technisch talent in veel EU-‐lidstaten, voorzien we een aanzienlijke toename van onderhoudswerknemersmobiliteit in de nabije toekomst.

De grootste barrière is dat er geen transparantie is van de onderhoudsvaardigheden van arbeiders. Dit is te wijten aan het feit dat een groot deel van de vaardigheden en competenties worden verworven door ervaring in het werkveld (informeel en formeel leren). Daarbovenop hebben werkgevers in een bepaalde lidstaat niet een duidelijk inzicht in wat een houder van een bepaald diploma of certificaat van opleiding in staat is.

Titel: European Wartung Geschicklichkeit Passport Vorschlag für die Struktur Organisation und Nutzung des Europäischen Qualifikationspass „Wartung“ (Maintenance Skill Passport) SHEQ Anforderungen, sich entwickelnden Technologien und organisatorische Änderungen erhöhen die erforderliche Ebene er Kenntnisse und Fähigkeiten der Wartungsarbeiter. Durch die Mechanismen von Outsourcing sehen wir bereits einige Signalen des Mobilität s der Arbeitnehmer im Bereich der MRO. Aber aufgrund der zunehmenden Verknappung der technischen Absolvierten in vielen EU-‐Mitgliedstaaten und der Zurückgang der Erfahrung, ist eine erhebliche Steigerung des Mobilitäts der Wartungsarbeiter in naher Zukunft zu erwarten. Die größte Hindernis ist die Tatsache, dass es keine Transparenz gibt in die Kompetenzen des Wartungspersonals. Dies ist aufgrund der Tatsache, dass viele der Fähigkeiten und Kompetenzen durch Erfahrung im Arbeitsfeld (informellen und formellen Lernens) erworben werden. Hinzu kommt, dass die Arbeitgeber in einen bestimmten Mitgliedstaat keine klare Einsicht haben in das, was der Inhaber eines bestimmten Diploms oder Ausbildungsnachweis an Kapazitäten besitzt.

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Titre: passeport européen des compétences de maintenance Proposition pour l'organisation de la structure et l'exploitation du Passeport-‐compétences de maintenance européenne (Maintenance skill passport) Exigences SHEQ, l'évolution des technologies et des changements organisationnels augmentent le niveau de connaissance et de compétence des travailleurs d'entretien nécessaire. À travers les mécanismes de sous-‐traitance et des contrats, nous voyons déjà une certaine mobilité des travailleurs dans le domaine de la MRO. Mais par cause d'une pénurie croissante de talents techniques dans un grand nombre d'Etats membres de l'UE, nous prévoyons une augmentation considérable de la mobilité des travailleurs d'entretien dans l’avenie proche. L’ obstacle le plus grand est le fait qu'il n'y a pas de transparence dans les compétences des travailleurs de maintenance. Cela est dû au fait que beaucoup de qualifications et de compétences sont acquisés par l'expérience dans le domaine de travail (apprentissage formel et informel). En plus les employeurs dans un certain état membre n’ont pas un image claire de ce que le titulaire d'un certain diplôme ou certificat de formation est capable à faire.

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2. The European Maintenance Skill Passport

The More4Core project aims to tackle this lack of transparency by developing an European Maintenance Skill Passport. The passport is a type of portfolio, owned by an individual person, that gives information about the acquired and validated skills that this individual has obtained in the field of maintenance. These skills are named conform the ESCO nomenclature and described in a uniform way using Learning Outcomes (LO’s).

A Learning Outcome (LO) is a statement that specifies what knowledge, skills and competences a person is required to have in order to execute a certain task.

The DNA of the European Maintenance Skill Passport is the set of Learning Outcomes that are applicable in the maintenance sector.

Fig. 1 the Learning Outcome

An individual will be allowed to add skills to his/her passport through the following possibilities:

1. recognition of his/her diploma obtained through formal learning

2. through the European Credit system for Vocational Education and Training (ECVET),

3. through an accredited certificate. For example safety certificates as VCA (Veiligheid Gezondheid en Milieu Checklist Aannemers) in Belgium and the Netherlands, SCC-certificates in Germany ('Operativ tätige Mitarbeiter' en 'Operativ tätige Führungskraft)

4. through another accredited assessment (in-company or in a test center) testing his/her knowledge, skills and competences obtained through nonformal and informal learning.

The EMSP gives the opportunity to register relevant information about the competences and skills of the individual. The available skills and competences can be developed through education programs, through training and work experience. All these routes gives an impression of the skills and competencies of an employee. The mentioned routes, however, are not always familiar to anyone. For example, a degree obtained in Germany giving an inadequate impression for a company in the Netherlands. The same applies to certificates and training.

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Fig. 2 ECVET: transparency of national qualification structures

Basically the same for the work experience. Experience says perhaps more about the "maturity in craftsmanship" than mastering specific skills and competencies. To identify skills, knowledge and competencies transparently Learning Outcomes are used. The Learing Outcome is the DNA of a work process. The employee can select the Learning Outcomes that he/she owns. The evidence of this is demonstrated by a diploma and/or a certificate issued by an authorized (national) institution. The evidence of the Learning Outcomes based on work experience has to be assessed by an accredited body. The organization of the EMSP (see par. 4) provides this procedure.

So the structure of the European Maintenance Skill Passport is: (see also par 10: look & feel)

- personal data - the Language Passport - summary of the diplomes (national qualifications obtained) - summary of the certificates (specific professional training) - summary of branch specific certificates (safety certificates, but also driver licenses) - summary of work experiences - overview of selected Learning Outcomes

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3. Benefits of the European Maintenance Skill Passport

The Skill passport will benefit the individual worker in following ways:

1. Increased mobility: the uniform skill passport will enable him/her to demonstrate his/her skills and competences to employers all over Europe.

2. An individual will be able to demonstrate in a transparent way the full value of his/her diploma in the field of maintenance

3. An individual will be able to continuously upgrade and validate his/her skills and competences acquired through experience

4. A worker will eliminate potential risks to his/her personal safety by avoiding of being assigned tasks

The European Maintenance Skill passport will benefit the company for different arguments:

1. The company needs a technician for a specific (group of) tasks. The HR manager and/or Maintenance manager can select persons with the needed skills. The company can search in the EMSP database for available technicians. This is a benefit specially for the asset owner.

2. The “one person company” has a platform to offer his/her services thanks to the EMSP. This is also the case for a company; the company has a platform to offer the services thanks to the EMSP.

3. The possibility to specify exactly in what knowledge, skills and competences a maintenance worker needs to be trained

4. Hire foreign maintenance workers without risks regarding his/her capabilities, thanks to the transparency of well described and assessed LO’s.

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4. Practical organisation of the European Maintenance Skill Passport

It is clear an independent accreditation body will need to be created in order to accredit the different diploma’s, vocational training programs, certification schemes and assessments by tests performed by testcenters and/or companies. This independent body can for instance consist of expert representatives from different stakeholders active in different sectors: EU sectoral employer associations (e.g. orgalime, CEFIC)), EU worker associations(e.g. ETUC), DG Education (Lifelong Learning, Europass, etc...), CEN TC319, EFNMS Training Committee, etc ...

Next to this body, also a legal entity will need to be created to run all the necessary processes to make the Maintenance Skill Passport work: creation & update of the webtool and database, promote intensively the use of the skill passport (as well to individuals as to companies and training providers), organise committee meetings, etc... . In order to assure good governance, a fixed staff and a board making strategic decisions will need to be put in place. Maybe this organisation can be embedded in an already existing EU body.

Fig. 4: the organisation structure of the European Maintenance Skill Passport

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1. The EU-EMSPass Association General Assembly is the strategic dialogue in which representatives of concerned groups are represented. The General Assembly sets the frameworks. Thanks to the General Assembly the EMSP has status and will be internationally appreciated.

The General Assembly is the strategic dialogue and has the task of: - Developing and disseminating a vision of promoting the transparency of the

maintenance job structure - Developing and disseminating a vision of promoting and monitoring the quality of the

maintenance workers The General Assemby is composed of representatives at European level: - The National Maintenance Societies / EFNMS - Contractors - Clients - Employees - Employers - Government - Temporary Employment Agencies

2. The General Assembly elect an Executive Board from among its members. The Executive Board

is engaging for the daily management and is authorized to decide on daily business to take.

The Executive Board is engaging for the daily management. She has the task to: - Take daily decisions, authorized by the General Assembly - Consultation with the CEO

The Executive Board is elected by the General Assembly

3. The staff services and Technical Commitees are controlled by the CEO. The CEO is responsible for the implementation of the policies and annual plans adopted by the General Assembly. The CEO is also responsible for the quality of the services provided by the services and the quality of employees. The CEO acts on behalf of the General Assembly

The CEO is responsible for the organization and is responsible for: - The control of the organization - Monitoring the quality - Carrying out the annual plan - Consultation with the Executive Board

The CEO is appointed by the Executive Board

4. The European Technical Committee of Accreditation (EU-TCoA) has the task to establish

guidelines for valuing diplomas and certificates based on the registered Learning Outcomes. These guidelines are applied by the national N-TCoA (at national level) to validate national diplomas and certificates.

The European Technical Committee of Accreditation has the task to: - develop the guidelines for the valuation of national diplomas and certificates - develop the system of registration of diploma and certificate

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- develop and maintain a quality system - advise the (national) N-TCoA - The implementation of the quality system

5. The DNA of the European Maintenance Skill Passport is the set of Learning Outcomes that are

applicable in the maintenance sector. The European Technical Committee of Qualifications (EU-TCoQ) provides the guidelines to the National TCoQ concerning the description of LO’s. The LO's described and determined on the national level are presented to the EU-TCoQ. The EU-TCoQ manages the database of LO’s belonging to the maintenance sector. She also has the task to publish the LO’s. The EU-TCoQ advises the N-TCoQ if the offered LO has great similarities with a previously registered LO. The composition of the EU-TCoQ must guarantee a smart and agile operation on European level on behalf of the stakeholders.

The European Technical Committee of Qualifications has the task: - To register the set of Maintenance Learning Outcomes - To publish the set of Maintenance Learning Outcomes - To advise the N-TCoQ

6. The European Maintenance Skill Passport will register the persons diplomas, cerificates, work

experiences and maintenance competences. The European Maintenance Skill Passport is a web based application and should be accessible to the individual (the owner of the EMSP) and for those who demands for the skills, e.g. the asset owner and service provider. The Technical Committee of Registration (TCoR) establish the design specifications and maintenance requirements for the registration system. The long term also evolving into a role of supervision and quality control of the IT department.

The Technical Committee of Registration has the task to: - prepare the user manual "Registration Maintenance Competences" - to design the registration system and the service plan of the registration system (the execution takes place in the IT department). - The long term also evolving into a role of supervision and quality control of the IT department.

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7. The European Maintenance Skill Passport needs a system to register the data of the individual user. The register has also to be updated continuously. These tasks needs to be done by an IT staff office. The establishment, implementation and maintenance of the registration system is performed by the IT department.

The IT department is responsible for the organization and management of the register of EMSP. This will be done on the basis of the design and maintenance requirements suggested by the TCoR. The IT department consists of IT experts. The IT department advises the TCoR and the Executive Board on strategic and IT issues.

8. The General Assembly operates at European level. She is the representation of the national

EMSP Associations. The NAT EMSP Association operates at a national level. She delegates members to the General Assembly. The NAT EMSP Association translates the directives of the General Assembly to national stakeholders. The NAT EMSP Association is also the platform for the national stakeholders and brings solicited and unsolicited advice in the General Assembly.

The European National Maintenance Skill Passport Association is composed of representatives at the national (local) level: - The National Maintenance Societies - Contractors - Clients - Employees - Employers - Government - (Temporary) Employment Agencies

Possible representatives in Belgium: - De National Maintenance Society : BEMAS - Contractors: Agoria, C&M - Clients: EEDUSTRIA, Essencia - Employees: ACW, ABVV - Employers: ACCVB - Government: FoD werk The daily national implementation is done by the NAT EMSP Association. She is the agency for the European Maintenance Skill Passport in the country. The National Administration is headed by the General Assembly.

The NAT EMSP Association is the national agency and is the contact at national level and is responsible for: - Implementation of decisions from the General Assembly to national stakeholders - Conducting user evaluation and reporting the results to the General Assembly

9. The evidence of the registered maintenance competences in the Passport lies with the

individual. The individual may obtain the evidence by demonstrating prior qualifications (diplomas, certificates, etc.) or by an assessment. At the national level there are one or more

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institutions that provides diplomas and certificates. These institutions are usually accredited by a national authority. The task of the National Technical Committee of Accreditations (N-TCoA) is to recognize the organisations that are allowed to validate competences. (eg validation centers). The N-TCoA verifies the accreditation and registration of those institutions. The institutions that have not been accredited by a national body will be audited by the N-TCoA. Both the qualifications and the assessment must be validated by the N-TCoA. The N-TCoA is responsible for: - Astimating nationally recognized diplomas and comparison of certificates based on the LO’s which are registered in the LO register. - Providing the details of (national) diplomas and certificates investigations and assessments to the IT department. - to audit the institutions that have no national accreditation.

10. The DNA of the European Maintenance Skill Passport is the set of Learning Outcomes that are

applicable in the maintenance sector. The reason to describe a LO can come from both an educator and a business or industry, both nationally and at European level. The LO's described on the initiative of a national institution will be determined by the National Technical Committee of Qualifications (N-TCoQ). The composition of the N-TCoQ depends on the country. In some countries there are already institutions designated LO’s to describe and identify. The N-TCoQ representatives the national stakeholders and operates on behalf of them.

The National Technical Committee of Qualifications has the task: - to compose, establish and update the set of Learning Outcomes Maintenance - To define the contents of the Learning Outcome, to establish and update the LO. - To pass on the established Learning Outcomes to the EU-TCoQ.

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5. Procedures for setting up, maintain and use of the European Maintenance Skill Passport Setting up the European Maintenance Skill Passport 1. to set up the organization of the EMSP the following is needed:

a. database incorporating the Learning Outcomes b. List of Specifications for the database c. Guidelines for describing LO’s (EU-TCoQ) d. Procedure for requesting registration LO (EU-TCoQ) e. Manual for inspection and use of LO’s

Roadmap setting up the EMSP with already developed LO’s: a. The General Assembly invites industry and education to make available the LO's described as a

result of projects and training to the N-TCoQ. The N-TCoQ will in turn undertake efforts to reach parties and seduce them to make available the LO’s.

b. The N-TCoQ rewrites the provided LO according the guidelines developed by the EU-TCoQ c. The N-TCoQ sends the rewritten LO’s to the EU-TCoQ. d. The EU-TCoQ monitors doublings in the database (LO’s overlap) e. EU-TCoQ orders the IT Department to put the LO’s in the database.

2. To maintain and update the EMSP the following is needed:

a. A procedure for quality assurance for the LO’s b. A procedure for updating the LO’s

Roadmap for the maintenance and update of the EMSP a. EU-TCoQ assesses periodically (eg, every three years.) the quality of the content of the LO b. EU-TCoQ communicates the updates to the users, the National Technical Committee of Qualifications

3. To use the EMSP by the employee, the following are required

a. the Webtool EMSP b. the Access Procedure EMSP (registration and login protocol, etc.) c. the users manual EMSP web tool

4. To use the EMSP by the employer, the following are required

a. Webtool EMSP and EMSP device (eg USB stick) b. Users manual EMSP web tool and EMSP device

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6. The procedure of accreditation and validation the EMSP

In the process of accreditation and validation of the European Maintenance Skill Passport the National Technical Committee of Accreditation (NTCoA) and the National Technical Committee of Qualification are the key players.

On national level the NTCoQ will be able to investigate which set of Learning Outcomes applies the national qualification, granted by a validated diploma. The IT department will fix the relation between the qualification and the LO’s in the EMSP databank. That can be done for all qualifications and certificates of interest, for example certificates issued by training centers, in company training, mandatory certification (safety etc.). Diplomas and certificates are thus preselected. If an person demonstrates his/het diplomas and certificates, the IT system will automatically select the Learning Outcomes for the personal EMSP.

Fig. 5 the process of accreditation and validation of skills

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Work experience is also one of the ways to improve the individual competences. The person can demonstrate his/her work experience by submitting a statement from the employer. This statement will be recorded in the Portfolio part of the personal EMSP. To validate the experience the person has to be assessed by an assessment centre. That can be any assessment centre with an accreditation of the National Technical Committee of Accreditation (NTCoA). After the assessment the assessment centre is authorized to register the LO’s in the personal EMSP. If an employee is convinced to possess learning outcomes, but he/she is not able to demonstrate that by diploma, certificates or a statement from the employer he/she has to prove it by an assessment in an assessment centre, the same procedure as the procedure used for validation of the work experience.

Fig. 6 the process from request through registration

So the process from the request of an individual through to validation and registration of his/her skills in the European Maintenance Skill Passport is shown in the figure above.

7. Some typical cases in using the EMSP

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The initiative to fill in the EMSP always lies with the employer. He / she is the owner of the EMSP. After completing the EMSP using the web-based tool the IT department will verify the data. The applicant should therefore provide digital evidence:

- in case of (vocational) qualifications: a copy of the diploma - in case of a training: a copy of the certificate - When it comes to certificates obtained (eg safety certificates) a statement by the executive body - When it comes to work experience: a statement of the employer. - If it concerns Learning Outcomes: a statement from an assessment center.EMSP accredited by the

NTCoA

After validation of the data the EMSP of the person is declared valid and EMSP will be available to the owner and other companies.

Here are some possible situations outlined:

Case 1:

A service technician will make his job competencies visible because the client for which he goes to work asks for that.

Case 2:

A freelance technician wants to use the EMSP to offer themselves for maintenance, in particular work on a shut-down in the chemical industry. He fills the EMSP, complete with the Learning Outcomes. He claims his EMSP through the EMSP database available for asset owners and service providers. They may consult the EMSP database recruitment of maintenance technicians.

Case 3:

A service technician will continue his career in the company after 15 years in another function. He wants to know whether he is competent enough to make the switch and what skills need to be developed. To do this research is the technician fills in the EMSP, especially the part with the Learning Outcomes. If the employer has indicated the learning outcomes that are applicable to the function the technician can determine what skills need to be developed. See figure below.

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Fig. 7 Worktasks vs Passport

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8. The next steps do be done: implementation of the EMSP

In the More4Core project the focus was to develop a structure for the European Maintenance Skill Passport. We did get advises from the industry, from experts in Belgium and Holland (VDAB, DUO) as well as from European experts (Europass, ESCO). The pilots in the industry has been planned and the results has been analysed. We also have discussed the required organisation structure for further development and exploitation of the European Maintenance Skill Passport.

The result of these exercises are:

- A paper based concept of the European Maintenance Skill Passport - A concept of the organisation structure of the European Maintenance Skill Passport

But after the project More4Core the EMSP needs to be developed further into a webbased tool.

Also the proposed organisation structure has to be set up on national as well as European level.

We suggest 2 parallel roads: one on national level and one on European level.

1. National level: On national level we need to focus on recruiting early adaptors from industry (asset owners, service providers and contractors) with commitment for the EMSP concept. These early adaptors can create ideas. We propose the following national organisations to take the initiative: Proces owners: Belgium: BEMAS Germany: WVIS & GFIN NL: NVDO & Profion France: AFIM Each workgroup will report their recommendations, specifications, and suggestions regarding tasks, rules, standards etc.to the workgroup on European level.

2. European level: confirming tasks, rules, standards etc. based on the national recommendations

This next step must result in a EU project (eg. Interreg IV), based on the project proposal (by M4C workpackage 4) and possible EU funding programs (by M4C workpackage 4)

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9. Business case European Maintenance Skill Passport The roadmap to the full operating European Maintenance Skill Passport has 3 stages: Stage 1: development of the EMSP into a working application Stage 2: the EMSP used by early adaptors Stage 3: the EMSP as a standard for the European maintenance sector. Stage 1: development of the EMSP. This will take a period of 2 years. The development will be done within a European project with funding. The More4Core project present a project proposal and will give recommandations for submitting the best fitting EU program for developing the EMSP application and workstructure. Roughly the following costs have to be made: a. Development of the webbased application: € 100.000,-- b. Installing and running working packages, consisting the early adaptors: 4 persons for 1 day per

week in a period of 2 years. That takes € 210.000,-- per partner/country. In the case that 4 countries or partners will participate this means € 840.000,-- .

c. Additional costs (administration, traveling costs etc. ) : € 265.000,-- d. That makes a total budget of € 1.205.000,-- Depending on the funding program the funding can be 30-50%, that means a co-financing by the partners of € 602.500,-- to € 843.500,-- (for each partner € 150.625,-- to € 210.875,-- for two years). We recommend in addition to the four “maintenance”partners to acquire a IT partner to develop the EMSP application. In that case the development costs will be funded as well as the other costs. The IT partner has the benefits of the project in exploring the EMSP. The EMSP application must be a “21th proof”, innovative and smart. Stage 2: running the EMSP by the early adaptors In this stage the EMSP structure must have been installed and functioning on European level as well as national level. The prognoses for the amount of users that will have a registration in the EMSP is about 15% of the total amount of technicians at the start of the registration. That means an amount of 15.000 technicians in Germany, 1.500 in Belgium, 2.250 in the Netherlands and 12.000 in France, in total 30.750 technicians in the 4 countries. Graph 2 and 3 indicates the national resp. total costs (European and national costs) versus the percentage of technicians using the EMSP. Assumptions of costst: On European level approximately the needed budget will be: EMSP General Assembly € 27.500 IT Department € 150.000 Executive board € 40.000 CEO € 150.000 TC of Accr. € 100.000 TC of Qualif. € 100.000 TC of Registration € 100.000 application (maintain) € 20.000 Total € 687.500 On national level approximately the needed budget per country will be: NAT EMSP Ass. € 40.000

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TC of Accr. € 80.000 TC of Qualif. € 80.000

total/country € 200.000 The graphic below shows the costs of the European organisation versus the percentage of the technicians that will use the EMSP.

Graphic 1: Costs European structure per user vs percentage of total European users

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The graphic below shows the costs of the National organisation versus the percentage of the technicians that will use the EMSP.

Graphic 2: Costs National structure per user vs percentage of total European users

Graphic 3: Costs European and National structure per user vs percentage of total European users

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Stage 3: the EMSP as a standard for the European maintenance sector The number of users will increase. Also the number of countries that will participate will increase. The success of the EMSP is related to the acceptance of the EMSP by the companies. In Graph 4 the costs of the EMSP per user vs total European users and countries is indicated.

Graphic 4: Costs EMSP per user vs total European users/# countries

# users

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10. Funding of the European Maintenance Skill Passport

Of course a sustainable funding scheme will also need to be developed. Maybe the ESCO initiative can serve as inspiration.

Possible sources of income are:

- from the individual user - from companies and other organisations viewing the passport - structural EU funding - structural funding by employers - start-up funding from EU in the framework of a project - ...

It’s no doubt a solid business plan with structural and realistic sources of income will be one of the key in the success factors to realize the Maintenance Skill Passport.

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11. Look and Feel Web Based European Maintenance Skill Passport

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* EQF level: only if known

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Dimension 1 Dimension 2 Dimension 3 m-Competence areas (A-D)

m-Competences identified m-Competence proficiency levels identified for each competence (related to EQF levels 2 -7)

m-2 m-3 m-4 m-5 m-6 C. EXECUTE ▼ 2.2.1.4. Actuators, sensors and transducers replacement in non-

hazardous areas

Replace actuators (eg motor operated valves), sensors and transducers in non-hazardous areas ▼ Proficiency Levels Proficiency Level 2 –work under supervision with some autonomy Proficiency Level 3 – take responsibility for completion of tasks in work and adapt own behavior to

circumstances in solving problems Proficiency Level 4 – exercise self-management within the guidelines of work contexts that are usually

predictable, but are subject to change supervise the routine work of others, taking some responsibility for the evaluation and improvement of work activities

▼ Knowledge K1 Relate to the general theory of electricity (tension, current, power, grounding, signal processing, power

supply for electrical / electronic circuits, ...) and power electronics (UPS, inverter, ...) K2 Calculate power, tension, currents, resistance in an AC and DC electric circuit K3 Identify and explain the function and operation of the components (and their operation) of actuators (eg

motor operated valves), sensors and transducers K4 Identify and explain the information found on the data plate of actuators (eg motor operated valves, sensors

and transducers K5 Relate to IP protection classes IP classes conform EN 60529

K6 Identify correct materials and tools for the maintenance of electrical machinery, apparatus and equipment ▼ Skills S1 understand the operation of the installation on the basis of the available documentation

S2 replace, dismount and mount actuators (eg motor operated valves), sensors and transducers and connect them

S3 use correctly aids and tools

S4 use of simple electrical measuring equipment (multimeter) S5 use instrument (sensor, transducer and controller) calibration software

S6 set parameters of sensors, transducers and controllers based on calibration measurements

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12. Evaluation of the pilot European Maintenance Skill Passport

The EMSP as presented in chapter 11 has been introduced at several maintenance service providers and asset owners. The EMSP is an instrument owned by the employee, the maintenance technician. It’s therefor important that the EMSP is tested by the maintenance technician: user-friendliness, profit, enjoyment and convenience. In principle the EMSP is designed to be used for all categories of functions in the maintenance sector. In this pilot only the functions of a Mechanical Technician in a Shutdown operations and an E/I Technician in a Shutdown operation are chosen. This is because these functions, especially in a shutdown operation, are related to mobility. Besides the employee there is another category of interest: the maintenance manager and the HR manager with the need of technicians with specified competences, depending on the job. The EMSP must be an instrument that makes it easy for both managers to specify the needed competences. The pilots will be arranged by contactors and asset owners. With the contractors the technicians will be invited to participate in the pilot. With the asset owners the maintenance managers and the HR manager will be invited to participate in the pilot. The results of the pilots will give useful information to improve the EMSP. The goal of the pilots is to Inform and optimize the EMSP design in order to reduce risk and improve the usability. We will apply the usability study method. Therefor the test persons will fill in a questionnaire. The test will focus on three dimensions: - Attitudinal dimension (what people say) - Qualitative dimension (why & how people work with the application) - The context of the use (how and whether participants in the study are using the product) It’s all about the user-friendliness, the profit, the enjoyment and the convenience of the EMSP for the technician, the maintenance manager and the HR manager. The Technician is asked to assess the following statements on value: 1. The EMSP helps me to make clear my skills, knowledge and competences 2. My experiences are more important than my diplomas 3. Completing the requested data is easy 4. The use of the codes A, B and C to the language passport 5. Is there any data you would like to mention? 6. I understand the tasks set (m-competences) 7. I understand the proficiency levels as described 8. I understand the knowledge as described 9. I understand the skills as described 10. It took me a lot of effort reading the list of tasks 11. I already have an opportunity to register my competences 12. I would definitely use the opportunity to register my competencies in EMSP 13. I give the accessibility of the EMSP the mark ...

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14. I give usability of the EMSP (terms used) the mark ... 15. I give the readability (understandable text) mark .... 16. I give the EMSP mark …… The Maintenance manager & HR manager is asked to assess the following statements on value: 1. The EMSP helps me making it clear what skills I expect of the technician (mechanic technician in shutdown) 2. The work experiences of a technician are more important than his/her diplomas 3. The data gives me a good idea of the skills of the technician 4. I still miss important data 5. I understand the tasks set (m-competences) 6. I understand the proficiency levels as described 7. I understand the knowledge as described 8. I understand the skills as described 9. The company already has a possibility to register the required competencies of workers 10. I would definitely use the opportunity to register my competencies in EMSP 11. I give the accessibility of the EMSP the mark ... 12. I give usability of the EMSP (terms used) the mark ... 13. I give the readability (understandable text) mark .... 14. I give the EMSP mark …… The results of the pilot test. It was planned that the evaluation of the pilot in terms of usability and acceptance would be based on the results of the completed webbased surveys by the technicians and the HR and Maintenance managers. Only three maintenance managers and six technicians have completed the surveys. That doesn’t mean that there is no information to evaluate the pilots. There has been a lot of appointments with companies in Belgium, the Netherlands and Germany in which the EMSP was introduced and were the representatives was asked to give their impression about the EMSP. About the acceptance of the EMSP it’s worth to say that most of the companies are positive about the EMSP concept. A lot of companies are finding a solution to improve the transparency of the competences of the employees. They have indicated that the EMSP as presented offers plenty of opportunities to meet their needs. However all of the companies has more strategic questions: what about the privacy assurance of the employee, what about the reliability of the passport, how to get a branch wide acceptance, what about the costs etc. The companies need more time to discuss the implementation of the EMSP in their organisation and the HR system.

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Some remarks mentioned in the interviews:

- A EMSP in general is suitable as a tool for the documentation of maintenance skills and qualifications.

- It is very useful to make the individual certificates and degrees comparable on EU level. - It is useful to document also aditional skills and professional experience. - The owner of the EMSP should always be the employees. In this respect, it is questionable

whether the EMSP can be used in projects as a basis for contracts or commissioning. - Privacy has very high relevance in Germany and is essential to ensure. - The introduction of an additional certificate generates administrative costs in the first place. This

means that only a broad application and general use by all companies is promising - It does not make sense to describe the contents of the courses in detail, but description and

classification are sufficient for a portfolio for the employee to collect. - EMSP as a portfolio of certificates should include the documentation of internal trainings and

education. So that also trainings and courses, the employer offers as vocational training can be counted. This gives the opportunity to integrate workers from foreign countries.

- It is an instance (eg employer or agency) necessary to confirm the accuracy of the EMSP. - The personal data must also include the social number of the individual - The term “some authonomy” as a proficiency level is too flexible for interpretation - The EMSP model needs more space for mentioning specific courses - For the technician who only executes proficiency level 2, 3 and 4 tasks too much theoretical topics

are mentioned. One company noted that even if you have all the information of the technician in the EMSP there is no guarantee that the person fits in the organisation: there is no data (with evidence) about the persons professional attitude. The companies that have been interviewed are: Netherlands: - Actemium - Sitech - Gofely - Imtech - Stork Industrial Services - Shell - Lanxess Belgium - Bilfinger - BASF Germany - Voith Industrial Services Holding GmbH & Co.KG - Buchen Umwelt Service GmbH - Lobbe Industrieservice GmbH Annex A1 . About the Pile-up and More4Core project

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The Pile UP Leonardo TOI project makes the mobility of skilled workers in the chemical industry in Europe possible. At this moment many companies in the chemical industry already hire qualified people from outside the country the company is based. In the field of maintenance this is mainly done through maintenance outsourcing contracts. That is why the chemical industry is interested in a common understanding of which skills are needed to perform a certain maintenance task and which skills are acquired by a (foreign) skilled worker. The Pile Up project aims to develop a common set of European Units of Learning Outcomes, based on ECVET, which can then be used to gain insight into and assess skills and competences, enabling workers to PILE them UP to reach a higher level of qualification.

The MORE4CORE project is an Interreg IVB project where maintenance, education and development organisations in Germany, France, Belgium and the Netherlands collaborate to strengthen innovation in the field Maintenance, Repair and Overhaul industries. The MORE4CORE-project unites industry, service providers, education and governments to implement coherent actions. One of the project work packages is related to maintenance technicians mobility.

Both the PileUp project and the More4Core project contribute to the transparency of the skills of the maintenance technicians. Clearly defined sets or Units of DETAILED Learning Outcomes are the key for this transparency.

A2 The role of ESCO

ESCO was developed by the European Commission, the European Centre for the Development of Vocational Training (CEDEFOP) and a team of stakeholders and external consultants. ESCO is developing job classifications, providing a common 'language' to job hunters, employers & educators.

ESCO identifies and categorises skills, competences, qualifications and occupations in a standard way, using standard terminology in all EU languages and an open format that can be used by third parties' software. It enables users to exchange CVs and job vacancies stored in different IT systems.

The multilingual ESCO classification is:

composed of three inter-related pillars covering occupations; skills/competences; and

qualifications;

linked to relevant international classifications and frameworks, such as NACE,ISCO and EQF;

available free of charge to all stakeholders through the ESCO portal.

It is clear that a uniform and well structured job and skill/competence classification in maintenance is a key success factor for the Maintenance Skill Passport. There are currently no job specifications for maintenance.

ESCO is organized via sectors based on NACE code. More4Core should take the initiative to try to start up an ESCO working group for the NACE 33 sector (including maintenance services).

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A3 What are learning outcomes and how can they be applied for describing the competences of employees?

Education and training systems are changing to a skills-centred approach. Rather than describe qualifications with input factors (such as how long it takes to get a degree), they now focus on output: the knowledge, skills and competences obtained. This is reflected in the European Qualifications Framework (EQF). ESCO also uses this skills-centered approach.

A Learning Outcome (LO) is a statement that specifies what knowledge, skills and competences a person is required to have in order to execute a certain task. In the world of education LO’s are used to describe what a leaner is able to do as a result of a learning activity. Each profession can be described as a set of work tasks and the corresponding LO’s. In the PileUp project a set of 40 work tasks have been selected to describe the profession of Maintenance Technician in the Chemical Industry on EQF level 4. Each of these work tasks have been subsequently described with LO’s containing the required knowledge, the required skills and competence.

A LO can be assessed in different ways. Knowledge can be assessed by a theory test, an interview etc. Skills can be assessed by an observation of a practical assignment. Competences can be assessed by observing the way the learner is executing the practical assignment (for example: will be able to work cooperatively in a small group environment).

European Maintenance Skill Passport

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