Expertise activities - General requirements for expertise services

This European Standard specifies the minimum requirements for expertise services carried out by individual persons and/or group of such expert individuals for a customer.
The objective is to standardize expertise services thus enabling the delivery within a specified context of the most accurate and reliable answer to a raised query.
Specific requirements of this European Standard do not apply to expertise services where obligatory contractual and / or a legal framework and regulations exist; for instance in consulting, inspection and judicial litigation.

Sachverständigentätigkeiten - Allgemeine Anforderungen an Sachverständigenleistungen

Diese Europäische Norm legt Mindestanforderungen an Sachverständigenleistungen fest, die von Einzelpersonen und/oder Zusammenschlüssen von Sachverständigen für ihre Auftraggeber erbracht werden.
Das Ziel ist die Normung von Sachverständigenleistungen, um eine sorgfältige und zuverlässige Erledigung der konkret beauftragten Dienstleistung zu gewährleisten.
Spezielle Anforderungen dieser Europäischen Norm finden keine Anwendung, wenn für Sachverständigenleistungen obligatorische vertragliche und/oder gesetzliche Rahmenbedingungen und Regelungen gelten; zum Beispiel bei Beratungen, Inspektionen oder Gerichtsverfahren.

Services d'expertise - Exigences générales relatives aux services d'expertise

La présente Norme européenne spécifie les exigences minimales relatives aux services d'expertise fournis par des experts individuels ou des groupes d'experts, à un client.
L'objectif est de normaliser les services d'expertise afin d’apporter la réponse la plus précise et la plus fiable possible à une question posée, dans un contexte donné.
Les exigences spécifiques de la présente Norme européenne ne s'appliquent pas aux services d'expertise pour lesquels il existe des obligations contractuelles ou un cadre juridique et réglementaire ; par exemple, les prestations de consultant, les inspections ou les contentieux judiciaires.

Izvedenske storitve - Splošne zahteve za izvedenske storitve

Ta standard določa minimalne zahteve za izvedenske storitve, ki jih za stranko izvajajo posamezniki in/ali skupina izvedencev. Njegov cilj je standardizirati izvedenske storitve in tako v določenem kontekstu zagotoviti najnatančnejši in najzanesljivejši odgovor na podano poizvedbo. Specifične zahteve tega standarda se ne uporabljajo za izvedenske storitve na področjih, kjer veljajo obvezni pogodbeni in/ali pravni okviri in predpisi, na primer pri svetovanju, pregledu in pravdnem sporu.

General Information

Status
Published
Publication Date
01-Dec-2015
Withdrawal Date
29-Jun-2016
Current Stage
9093 - Decision to confirm - Review Enquiry
Start Date
29-Jun-2022
Completion Date
14-Apr-2025

Overview

EN 16775:2015, issued by CEN, defines the general requirements for expertise services provided by individual experts or groups of experts to customers. This European standard aims to establish a uniform framework to enhance the accuracy, reliability, and quality of expertise activities across member states. It focuses on standardizing the process of delivering expert opinions or evaluations while ensuring professionalism, impartiality, and transparency.

This standard excludes expertise services already governed by specific legal or contractual regulations, such as consulting, inspections, or judicial proceedings. Instead, it addresses expertise services in various fields where objective professional judgment is required for decision-making.

Key Topics

  • Scope and Definitions
    EN 16775 frames expertise services as projects where expert individuals provide specialized knowledge to respond to client queries. It defines essential terms such as competence, conflict of interest, deliverables, and records to ensure clarity.

  • Code of Ethics
    A fundamental aspect of this standard is the emphasis on ethical conduct. Expertise Service Providers (ESPs) must uphold independence, impartiality, objectivity, and integrity. Full disclosure of conflicts of interest and confidentiality are mandatory.

  • Qualifications and Competence
    ESPs must possess suitable qualifications, combining education, skills, and experience relevant to their expertise area. The standard advocates continuous professional development and maintaining up-to-date knowledge.

  • Expertise Process
    The standard outlines a structured process from initial assessment of the client's request through risk identification, agreement formulation, to service delivery and documentation. Key steps include:

    • Initial Assessment: Verifying task clarity, scope, required resources, client expectations, and compliance with ethical principles.
    • Risk Identification: Recognizing conflicts of interest, legal liabilities, and operational risks before accepting the assignment.
    • Agreement: Formalizing terms addressing deliverables, timing, confidentiality, costs, and professional standards.
    • Conducting Expertise: Applying appropriate methods while monitoring progress and adapting if needed.
    • Deliverables: Producing clear reports that include purpose, methods, conclusions, limitations, and traceability information.
    • Documentation: Maintaining proper records to support accountability, confidentiality, and data integrity.

Applications

EN 16775:2015 is applicable across various sectors where expert evaluations, opinions, or judgments are crucial. Typical use cases include:

  • Technical or scientific expertise in industry and manufacturing
  • Damage assessment and valuation in insurance and property
  • Environmental and energy consultancy where non-contractual expert opinions are needed
  • Conflict resolution requiring impartial technical analysis
  • Support for complex decision-making processes in business or regulatory environments

By implementing this standard, organizations and expert individuals can enhance client trust, ensure transparency, mitigate risks related to conflicts, and facilitate cross-border expertise service exchanges within Europe.

Related Standards

EN 16775 refers to and complements several other international standards focused on qualifications and validation processes, including:

  • EN ISO/IEC 17024:2012 – Conformity assessment for personnel certification, outlining competencies needed for professional certification bodies.
  • EN ISO 14065:2013 – Requirements for validation and verification bodies related to environmental and greenhouse gas emissions expertise.

Together, these standards collectively support a reliable framework for professional expertise, training, and ethical practice in diverse technical and professional domains.


Keywords: EN 16775, expertise services, European standard, expert qualifications, code of ethics, expertise process, risk identification, expert deliverables, professional competence, impartiality, confidentiality, CEN standards, expertise service providers.

Frequently Asked Questions

EN 16775:2015 is a standard published by the European Committee for Standardization (CEN). Its full title is "Expertise activities - General requirements for expertise services". This standard covers: This European Standard specifies the minimum requirements for expertise services carried out by individual persons and/or group of such expert individuals for a customer. The objective is to standardize expertise services thus enabling the delivery within a specified context of the most accurate and reliable answer to a raised query. Specific requirements of this European Standard do not apply to expertise services where obligatory contractual and / or a legal framework and regulations exist; for instance in consulting, inspection and judicial litigation.

This European Standard specifies the minimum requirements for expertise services carried out by individual persons and/or group of such expert individuals for a customer. The objective is to standardize expertise services thus enabling the delivery within a specified context of the most accurate and reliable answer to a raised query. Specific requirements of this European Standard do not apply to expertise services where obligatory contractual and / or a legal framework and regulations exist; for instance in consulting, inspection and judicial litigation.

EN 16775:2015 is classified under the following ICS (International Classification for Standards) categories: 03.080.99 - Other services. The ICS classification helps identify the subject area and facilitates finding related standards.

You can purchase EN 16775:2015 directly from iTeh Standards. The document is available in PDF format and is delivered instantly after payment. Add the standard to your cart and complete the secure checkout process. iTeh Standards is an authorized distributor of CEN standards.

Standards Content (Sample)


2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.Izvedenske storitve - Splošne zahteve za izvedenske storitveSachverständigenleistungen - Allgemeine Anforderungen an Dienstleistungen im SachverständigenwesenServices d'expertise - Exigences générales relatives aux services d'expertiseExpertise services - General requirements for expertise services03.080.99Druge storitveOther servicesICS:Ta slovenski standard je istoveten z:EN 16775:2015SIST EN 16775:2016en,fr,de01-februar-2016SIST EN 16775:2016SLOVENSKI
STANDARD
EUROPEAN STANDARD NORME EUROPÉENNE EUROPÄISCHE NORM
EN 16775
December
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Expertise activities æ General requirements for expertise services Services d 5expertise æ Exigences générales relatives aux services d 5expertise
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s { September
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egulations which stipulate the conditions for giving this European Standard the status of a national standard without any alterationä Upætoædate lists and bibliographical references concerning such national standards may be obtained on application to the CENæCENELEC Management Centre or to any CEN memberä
translation under the responsibility of a CEN member into its own language and notified to the CENæCENELEC Management Centre has the same status as the official versionsä
CEN members are the national standards bodies of Austriaá Belgiumá Bulgariaá Croatiaá Cyprusá Czech Republicá Denmarká Estoniaá Finlandá Former Yugoslav Republic of Macedoniaá Franceá Germanyá Greeceá Hungaryá Icelandá Irelandá Italyá Latviaá Lithuaniaá Luxembourgá Maltaá Netherlandsá Norwayá Polandá Portugalá Romaniaá Slovakiaá Sloveniaá Spainá Swedená Switzerlandá Turkey and United Kingdomä
EUROPEAN COMMITTEE FOR STANDARDIZATION COMITÉ EUROPÉEN DE NORMALISATION EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre:
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t r s w CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national Membersä Refä Noä EN
s x y y wã t r s w ESIST EN 16775:2016
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The standard EN 16775:2015 outlines the general requirements for expertise services, providing a comprehensive framework designed to enhance the quality and reliability of expertise activities. One of its key strengths lies in its clear delineation of the minimum requirements that individual experts or groups must adhere to when delivering services to customers. This clarity not only establishes a benchmark for quality but also promotes consistency across various sectors where expertise is required. The relevance of this standard cannot be overstated, as it addresses a significant gap in the provision of expertise services by standardizing practices that are often fragmented and varied in quality. By prioritizing the delivery of accurate and reliable answers to raised queries, EN 16775:2015 plays a crucial role in fostering trust between experts and customers. This is particularly important in fields that demand a high level of credibility and expertise, as it ensures that the services provided meet a recognized and accepted standard. Moreover, the standard effectively excludes expertise services bound by obligatory contractual and legal frameworks, such as those found in consulting, inspection, and judicial litigation. This targeted focus allows EN 16775:2015 to concentrate on voluntary expertise activities, thus fostering innovation and improving service delivery within its scope without the constraints of existing legal obligations. In conclusion, EN 16775:2015 stands out as a vital standard for expertise activities, ensuring that the services rendered are not only of the highest quality but also standardized, thereby enhancing the overall efficacy and reliability of expertise services across various fields. Its adoption would significantly benefit practitioners and clients alike by establishing a common foundation upon which expertise can be reliably sought and delivered.

SIST EN 16775:2016は、専門活動に関する欧州標準であり、専門サービスの個人またはグループによる提供に関する最低要件を定めています。この標準の範囲は、専門家によるサービスが高い精度と信頼性をもって提供されることを目的としており、顧客からの問いに対して最も適切な回答を得るための基盤を設けています。 この標準の主な強みは、専門サービスのいかなる分野においても統一された質を確保する点にあります。これにより、専門知識を必要とする様々な状況でのサービスの一貫性が保証され、顧客は安心して専門家に依頼をすることができます。また、標準化された要求事項は、サービス提供側の専門性を向上させるとともに、顧客の期待に応えるための明確なガイドラインを提供しています。 さらに、この標準は、法的または契約的な制約がない場合に特に有効です。例えば、コンサルティング、検査、司法的な訴訟に関連するサービスには適用されないものの、その他の多くの専門サービスにおいて標準化された基準が求められています。このように、SIST EN 16775:2016は、多様な専門サービスの品質向上を図るための重要な枠組みとして、実務における実践的な有用性を持っています。 この標準は、顧客が専門家に求める信頼性と精度を確保するために、専門サービスの質を向上させるための不可欠なリソースであり、特に専門家の活動における透明性や責任を促進します。以上の理由から、SIST EN 16775:2016は、専門活動における専門サービスの基準を確立する上での重要な文書であると言えます。

표준 EN 16775:2015는 전문성 활동에 대한 일반 요구사항을 규정하며, 개인 및 전문가 집단이 고객을 위해 수행하는 전문 서비스에 대한 최소 요구사항을 명확히 하고 있습니다. 이 표준의 주요 목적은 전문 서비스의 표준화를 통해 특정 맥락 내에서 제기된 질문에 대해 가장 정확하고 신뢰할 수 있는 답변을 제공하는 것입니다. 표준의 강점 중 하나는 다양한 전문 서비스의 품질을 보장하고, 고객이 신뢰할 수 있는 서비스를 받을 수 있도록 하는 것입니다. 이러한 표준화는 전문 서비스 제공자와 고객 간의 일관성을 높이며, 고객의 기대에 부응할 수 있는 기틀을 마련합니다. 이는 궁극적으로 전문 서비스 시장의 경쟁력을 강화하는 데 기여합니다. 또한, EN 16775:2015는 단독 전문가와 전문가 집단 모두에게 적용될 수 있는 요구사항을 명시하고 있어 사용자 편의성을 높이는 점도 주목할 만합니다. 다만, 이 표준은 법적 또는 계약적 요구사항이 있는 전문 서비스에는 적용되지 않으므로, 고객은 이를 명확히 인지해야 합니다. 따라서 이 표준은 특정 주제의 전문적 자문을 요구하지 않는 일반적인 상황에서 특히 유용하게 활용될 수 있습니다. 표준의 제정은 전문 서비스 제공자가 더욱 체계적이고 규범적인 접근을 통해 고객의 요구를 충족시키는 데 기여할 것으로 기대됩니다. 이러한 배경에서 EN 16775:2015의 중요성과 관련성은 점점 더 높아질 것입니다.