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INCOSE Certification of Systems Engineers Program

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1 INCOSE Certification of Systems Engineers Program
Program Status Report Eileen Arnold, CSEP October 2007 This brief is intended for use in briefing INCOSE chapters and other groups interested in the status of the INCOSE Certification Program. It is recommended that a member of the INCOSE Certification Program Office CAG (Certification Advisory Group) present this brief in order to more accurately answer questions. This briefing is best shown in slide show format to focus the viewers attention to the speaker’s message. Some of the charts may be eliminated if a shorter briefing is desired. A note to this effect is included in the speaker’s notes as to good candidates for elimination.

2 INCOSE Copyright Notice
Copyright (c) 2007 by INCOSE, subject to the following restrictions: Author Use. Authors have full rights to use their contributions in a totally unfettered way. Abstraction is permitted with credit to the source. INCOSE Use. Permission to reproduce and use this document or parts thereof by members of INCOSE and to prepare derivative works from this document for INCOSE use is granted, with attribution to INCOSE and the original author(s) where practical, provided this copyright notice is included with all reproductions and derivative works. External Use. This document may be shared or distributed to non-INCOSE third parties. Requests for permission to reproduce this document in whole are granted, provided it is not altered in any way. Requests for permission to prepare derivative works of this document for external and/or commercial use will be denied unless covered by other formal agreements with INCOSE. Copying, scanning, retyping, or any other form of reproduction of the content of whole pages or source documents is prohibited except as approved by the INCOSE Central Office, 2150 N.107th St., Suite 205, Seattle, WA Electronic Version Use. Any electronic version of this document is to be used for personal use only and is not to be placed on a non-INCOSE sponsored server for general use. Any additional use of these materials must have written approval from INCOSE Central. Permissions. INCOSE has granted permission to member companies of the INCOSE Corporate Advisory Board to post and use this document internally, subject to the external use restriction. Technical Data. This data was prepared by the Hampton Roads Area (HRA) Chapter of INCOSE for information only. It is has been released by that Chapter as INCOSE Technical Data. It is subject to change without notice and may not be referred to as an INCOSE Technical Product.

3 Topics Introduction Benefits
Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Path Forward Communications This Briefing Agenda is a result of the work completed at the INCOSE 2005 International Symposium in Rochester, NY from 9-15 July. The contents are a brief synopsis of each topic area. Additional information is available from INCOSE and is sighted later in the brief. The Background emphasizes salient points of the Program’s history and reasons why the Program was established for the audience’s basic understanding.

4 What Is Certification? Certification is an occupational designation issued by an organization that provides confirmation of an individual's qualifications (specific knowledge and/or skill level) in a specified profession or occupational specialty. Certification is voluntary. That means it is neither a barrier nor a gate to entering or exiting a job. However, it may be used as a qualifier in placement. The definition of Certification is important for the understanding of the topic. Certification is not a license which is a government granted permission to practice a skill within the government’s boundaries. A certificate is a document that confirms successfully completing a training or education program.

5 What Is Certified? Individual has Basic Skills to Perform Fundamental SE Tasks and is able to make a Productive Contribution in most work situations. Initial Certification is at SE Foundation Level The definition of Certification is important for the understanding of the topic. Certification is not a license which is a government granted permission to practice a skill within the government’s boundaries. A certificate is a document that confirms successfully completing a training or education program.

6 Topics Introduction Benefits
Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Path Forward Communications This Briefing Agenda is a result of the work completed at the INCOSE 2005 International Symposium in Rochester, NY from 9-15 July. The contents are a brief synopsis of each topic area. Additional information is available from INCOSE and is sighted later in the brief. The Background emphasizes salient points of the Program’s history and reasons why the Program was established for the audience’s basic understanding.

7 Benefits of CSEP Certification
Formally Recognizes Your SE Capabilities Distinguishes You from Others within Your Professional Field Provides Competitive Advantage to You and Your Company Furthers Your Professional SE Development Helps Advance the State of the Art and Practice of SE

8 Who Is Certification for?
Everyone interested in being recognized formally for their systems engineering capabilities

9 Is CSEP Certification for INCOSE Members Only?
No, Certification Is Open to Everyone Participation Is Voluntary INCOSE Members Receive Reduced Rates for Initial Certification and Renewal

10 Topics Introduction Benefits
Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Path Forward Communications This section delineates the requirements of the Certification Program.

11 Requirements for Certified Systems Engineering Professional (CSEP)*
SE Experience - 5 years minimum in multiple SE disciplines 2. Education – Bachelor’s degree/equivalent in technical field (Additional experience must be substituted for non-technical degree) 5 more years of engineering for non-technical Bachelor’s (total 10 years) 10 more years of engineering if no Bachelor’s degree (total 15 years) 3. Experience confirmation & recommendations from at least 3 Colleagues/Peers/Managers who are knowledgeable in SE Pass Certification Exam * Application and Fee Submittals Required Application requires copy of degree transcript or diploma Application fee is $400 – discounted to $300 for INCOSE members Test fee is $80 payable to Test Organization when scheduling exam Explain this chart slowly. Emphasize minimum 5 years of SE Experience. Explain degree variation effect on experience requirement. Point out reference details. On the application submittal, remind them that they must submit a COPY of their degree transcript, or diploma. They can scan these in to electronic form for submittal. Warn them not to submit an actual diploma because we will not send it back. Note INCOSE cost advantage, and test payment is made at time of test. Be sure to emphasize INCOSE membership is not a requirement. INCOSE membership not required to participate in program

12 SE Disciplines Qualifying for SE Experience
Requirements Engineering Risk and Opportunity Management Baseline Control Technical Planning Technical Effort Assessment Design Development Qualification, Verification, and Validation Process Definition Tool Support Training System Integration Quality Assurance Specialty Engineering Other Do not attempt to address each item on this list. Just mention that these 13 areas are taken directly from the handbook, and give broad coverage to all aspects of SE. Also note the application contains another area called “Other”. This permits the applicants to explain their experience in an area that they can not fit into one of the other areas. Also remind them that a minimum of three of these areas must be included in the applicant’s experience.

13 Exam Information Exam is based on current INCOSE SE Handbook Version 3.1 which is available to members on the INCOSE web site SE Handbook Version 2A can be used through June 2008 Current exam is 2 hours in length Current exam has 120 questions (98 scored, 22 Beta questions) Pass/Fail results provided immediately upon exam completion Candidates eligible for two re-tests within one year of application submittal Exam cost is $80 per attempt Exam is being updated for SE Handbook Version 3.1. INCOSE eNote notification of transition to exclusively use the SE Handbook 3.1 as of July 2008. Explain this chart slowly. Be sure to mention the SE Handbook is downloadable free to INCOSE members. Also explain each candidate can take the exam up to three time in order to pass, however they must be at least 3 months apart, and all 3 exams must be taken within the maximum 1 year application/certification process. The applicant must also pay for each exam at the time it is taken. Also note as the INCOSE SE Handbook is updated, the exam will be updated to match its contents.

14 Exam Question Format Which are three justifications for Configuration Management? (Choose three) Facilitates communication Encourages requirements changes Prevents requirements changes Forces change evaluations Control requirements changes This question IS NOT from the INCOSE Certification Exam. The format and content (based on SEHv2a) are similar to exam questions. X SEHv2A Ref. Pg 48, ¶1 Pg 46, ¶2 This is an example of the types of questions on the certification exam. This is not actual exam question. It has been formulated from material in the INCOSE Handbook Version 2a (SEHv2a). Pose this as a question, and get audience responses. Emphasis the format and style of the question and the number and choices of the answers.

15 Exam Materials SE Handbook
Copies of the current version of the Systems Engineering Handbook may be obtained from INCOSE. A soft copy may be downloaded free by INCOSE members at . Printed copies may be obtained for a fee of $20 US by members and $60 US by non-members. Books, tablets and electronic devices are not permitted during an examination “Practice Exams” are not currently available Sample questions may be made available in the future when current questions are “retired” and replaced by others in the examination.

16 INCOSE Handbook Version 3.1
3 Generic Life Cycle Stages 3.1 Introduction 3.2 Life Cycle Characteristics 3.3 Life Cycle Stages 3.4 Development Stage Approaches 3.5 Introduction to three cases 4 Technical Processes 4.1 Introduction 4.2 Stakeholder Requirements Definition Process 4.3 Requirements Analysis Process 4.4 Architectural Design Process 4.5 Implementation Process 4.6 Integration Process 4.7 Verification Process 4.8 Transition Process 4.9 Validation Process 4.10 Operation Process 4.11 Maintenance Process 4.12 Disposal Process

17 INCOSE Handbook Version 3.1
5 project processes 5.1 Introduction 5.2 Project Planning Process 5.3 Project Assessment Process 5.4 Project Control Process 5.5 Decision-Making Process 5.6 Risk and Opportunity Management Process 5.7 Configuration Management Process 5.8 Information Management Process 6 Enterprise and Agreement Processes 6.1 Introduction 6.2 Enterprise Environment Management Process 6.3 Investment Management Process 6.4 System Life Cycle Processes Management Process 6.5 Resource Management Process 6.6 Quality Management Process 6.7 Acquisition Process 6.8 Supply Process

18 INCOSE Handbook Version 3.1
7 Enabling Systems Engineering Process Activities 7.1 Decision Management 7.2 Requirements Management 7.3 Risk and Opportunity Management 8 Systems Engineering Support Activities 8.1 Acquisition and Supply 8.2 Architectural Design 8.3 Configuration Management 8.4 Information Management 8.5 Investment Management 8.6 Project Planning 8.7 Quality Management 8.8 Resource Management 8.9 Validation 8.10 Verification

19 INCOSE Handbook Version 3.1
9 Specialty Engineering Activities 9.1 Design for Acquisition Logistics – Integrated Logistics Support 9.2 Electromagnetic Compatibility Analysis 9.3 Environmental Impact Analysis 9.4 Human Systems Integration 9.5 Mass Properties Engineering Analysis 9.6 Modeling, Simulation, and Prototyping 9.7 Safety & Health Hazard Analysis 9.8 Sustainment Engineering Analysis 9.9 Training Needs Analysis

20 Requirements for CSEP 3-Year Renewal*
Continuing Education during Prior 3 Years Professional Development Units (PDUs) * Renewal Application and Fee Submittals Must be submitted before current certification period ends Continuing education log submittal required Renewal Fee is $100 – discounted to $50 for INCOSE members Let them know that there is a prescribed log form online that can be downloaded for recording their continuing education. Highlight that they must initiate the renewal process prior to their existing Certification Expiration date. Again, point out INCOSE Membership is not required, however it does provide a cost savings. INCOSE membership not required to participate in program

21 Continuing Education Credits for Certification Renewal
Education Activity Credit 1 College or unit semester hour 45 PDU 1 College or unit quarter hour  30 PDU 1 Continuing Education Unit (CEU) 10 PDU 1 Professional Development Hour (PDH) 1 PDU 1 hour of teaching of professional development coursework. Teaching credit is awarded for teaching a course/seminar for the first time only. Not applicable to full-time faculty. 2 PDU Authoring published papers, articles or books in any area relevant to practice 1 hour of participation in professional and technical society working groups/management Patents                                                        1 hour of professional development in coursework, seminars, or professional or technical presentation made at meetings, conventions, conferences, or exam preparation Highlight that this table identifies ways for earning continuing education credits. Point out that these credits may be earned over a three year time period, and that as many as 30 PDUs may be carried forward.

22 Topics Introduction Benefits
Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Communications This section outlines the Certification Program intent, organization, and roles and responsibilities.

23 Certification Process Diagram
INCOSE SE Handbook Version 3.1 Study Application Development 1. Verifiable Education 2. Verifiable Experience 3. Applicant’s Advocates (three references knowledgeable about SE) Applicant’s own pace Timeline Notify Applicant Two weeks $ Submit Completed Application And Fee INCOSE Center Evaluation Four to six weeks Pass 3 year Certification Notify Applicant Pay test fee Schedule & Take Exam (Prometrics Test Center) Applicant’s own pace Walk the Class through the certification process – Talk to one Process Section at a time Develop Application Documented Systems Engineering experience (Specialize resume for SE experience) Applicants Education (Transcript of degree) Applicants’ Advocates recommendation (Choose carefully, and wisely, and find people who can communication your experience and qualifications) Payment to INCOSE Submit application and application fee to Certification Program Office. submittal and online payment preferred. INCOSE reviews Application and notifies applicant of its status Application approval Provides applicant with test authorization Provides test web site information Application disapproval What if the application is not accepted? – There is an appeal process! (Briefly describe) The applicant will be notified as to what areas need additional information, proof or may result in finding additional advocates. Study current INCOSE Handbook and ISO for the exam. Hopefully your study began before you prepared application. (Confirm correct version of Handbook) Schedule and take exam. Schedule appointment with the Prometrics test centers, pay, and take the exam (Approximately 2 hours) Pass/Fail Notification of the Exam will be immediate Certification Awarded. INCOSE will send the successful candidate a certificate and CSEP card – good for 3 years Renewal. Once the candidate has been awarded CSEP status – he/she must start accumulating PDUs for certification renewal within the 3-year period. Applicant has up to one year to pass the test (three tries 3 months apart). Test is scheduled directly with Thompson-Prometrics.

24 Time for Steps B-F: Shortest is 37 days, Average is 147 days
How Long Will It Take Me to Become Certified? There is no one answer. Much depends on the applicant. Time Applicant Downloads information from INCOSE web page Collects information Fills out and submits forms via Pays fee on-line A. ?????? Applicant Schedules exam with test organization Takes exam at test site Receives results immediately Schedules another exam if needed E. Averaging 62 days References submit recommendations via to INCOSE. Applicant submits missing material. C. Averaging 50 days Go through this slide very slowly. Emphasize that the applicant is the main pacer for most parts of the certification process, and thus the length of the process. INCOSE involvement for processing is restricted by procedure to approximately 2 months. Note: We will collect metrics to establish a better historical estimate. INCOSE Receives application & fee Checks completeness of submittal Notifies applicant by that application was received and is complete or has missing material B. < 2 weeks INCOSE Receives recommendations from references and missing information Evaluates education and experience Notifies applicant of evaluation results. If minimum requirements are met, authorizes exam D. Averaging 21 days INCOSE sends CSEP certificate via postal mail to applicant F. < 2 weeks Time for Steps B-F: Shortest is 37 days, Average is 147 days

25 CSEP Courses Available
Several Choices (We are not advocating one over another) Hampton Roads Chapter (John Clark) INCOSE Technical Product Two-day tutorial at INCOSE Symposium On-Line tutorial (Oct 5, 11 weeks, $100) Center for Systems Management The course is delivered over three days and includes two parts. Part one includes a one-day workshop (creating a strong CSEP application) Part two focuses on the SE Handbook in which the CSEP exam is based and includes pre-practice tests. Students are provided a study guide

26 Topics Introduction Benefits
Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Path Forward Communications This section provides the historical milestones associated with the Program, and their status.

27 Recent Accomplishments
Full Processing & User-Friendly Forms 154 CSEPs Company Group Discounts Offered If time limited, say that we begin to develop the program in 2002 and that it is now available to the public. Explain IS means International Symposium and IW means International Workshop.

28 Certifications by Company*
*51 Companies Have 1 CSEP. Data as of 1 October2007

29 Certifications by Region* (2 or more)
*11 States Have 1 CSEP. Data as of 1 October 2007

30 8 Certifications Outside of USA
Australia Belgium Canada (2) India Norway (2) Republic of Korea

31 Group Discounts Available to INCOSE Corporate Advisory Board Organizations Minimum of 10 Employee Names in Group Package Submittal with Fee Discount is 10% of Normal Application Fee Applies to Non-INCOSE Employees Not Applicable to Exam Fee

32 Topics Introduction Benefits
Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Path Forward Communications This sections provides an overview of the Program Communications.

33 Path Forward – What is coming
Exam transition to SEH V3.1. July, 2008 V3.0 shifted in paradigm toward global industry application consistent with the Systems Engineering Vision. V3.1 retains the global industry flavor. US DoD/DAU Acquisition Extensions to the CSEP Targeted towards DoD Acquisition professionals Entry-Level (Associate) Certification Exam-only variant for those lacking 5 years of SE experience Senior-Level (Masters) Certification Reference-only variant for those with significant SE experience Registered Education Provider Initiative INCOSE endorsement of CSEP-related education and training

34 Topics Introduction Benefits
Certified Systems Engineering Professional (CSEP) Requirements Certification Process Program Accomplishments Path Forward Communications This sections provides an overview of the Program Communications.

35 Forms & Processing Via Email
Where Do I Find More Information? INCOSE Certification web site at 154 CSEPs to Date Forms & Processing Via

36 Posted Certification Program Details
INCOSE Certification Web Area at Introduction and Overview Briefing Certification Requirements Certification Renewal Requirements Certification Fees Online Payment Certification Exam Continuing Education Experience Applicable to Certification Colleagues/Peers Used for References Certification Forms Ethics Statement Frequently Asked Questions (FAQs - 51) Possible Future Levels of Certification Certification Reconsideration Appeal Certified Systems Engineering Professionals (154) This chart lists the various sections of the Certification Website. Point out the website address, and briefly cover the sections. This chart can be synopsized to just the web address, if short on time.

37 Any Questions? Additional Contacts: Certification Office:
incose.org Dave Walden, CSEP Certification Program Manager:


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