ETSI DTR 102 612 V 0.0.10 (2007-11-20)

First public DRAFT Technical Report

Your comments and input are always welcome! Comments on this specific draft version must be received on 10th January 2008 to be taken into consideration for the next version. Please provide them by e-mail using the form that appears in Annex 3 to (see clause “Preamble” for other accessible ways to contact us.

Human Factors (HF);

European accessibility requirements for public procurement

of products and services in the ICT domain

(European Commission Mandate M 376, Phase 1)

ETSI DTR 102 612 V 0.0.10 (2007-11-20)

6

Reference

DTR/HF-00095

Keywords

Accessibility, ICT, HF, Public procurement, Disability, tbd

ETSI

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Contents

Preamble 7

Intellectual Property Rights 9

Foreword 9

Introduction 9

1 Scope 10

2 References 10

2.1 Informative references 10

3 Definitions and abbreviations 11

3.1 Definitions 11

3.2 Abbreviations 11

4 Approach, methodology and context of use 12

4.1 Approach and methodology 12

4.2 Context of use 12

4.2.1 Professional use 12

4.2.2 Consumer use 13

4.2.3 Other 13

5 User requirements and ICT 13

5.1 User ability and impairment 13

5.2 General technical requirements 14

5.2.1 Accessibility configuration 14

5.2.2 Accessible content 14

5.2.3 Closed functionality 14

5.2.4 Biometric ID 15

5.2.5 Pass through 15

5.2.5 Audio information 15

5.2.6 Visual information 15

5.2.7 Colour 15

5.2.8 Text size 16

5.3 Hardware technical requirements 16

5.3.1 Luminance contrast ratio for display 16

5.3.2 Reflectance contrast for legends and passive displays 16

5.3.3 Flashing 16

5.3.4 Mechanical controls 16

5.3.5 Touch operated controls 17

5.3.6 Standard connection 17

5.3.7 Installed or free-standing products 17

5.3.8 Hardware product with speech output or throughput 17

5.3.8.1 Magnetic coupling 17

5.3.8.2 Interference with hearing device 17

5.3.8.3 Audio connection 18

5.3.8.4 Volume 18

5.3.8.5 Volume (gain) 18

5.3.8. Volume reset 19

5.4 Software and electronic content technical requirements 19

5.4.1 Colour 19

5.4.1 Contrast 19

5.4.2 Size, shape, location 20

5.4.3 User preferences 20

5.4.4 Colour adjustment 20

5.4.5 Non-text objects 20

5.4.6 Human language 21

5.4.7 Language of parts 21

5.4.8 Pausing 21

5.4.9 Flashing 21

5.4.10 Consistent identification 21

5.4.11 Audio turnoff 21

5.4.12 Reading sequence 21

5.4.13 Link purpose 21

5.4.14 Information and relationships 22

5.4.15 User interface components 22

5.4.16 Disruption of access features 22

5.4.17 Timing 22

5.4.18 Keyboard operation 23

5.4.19 Focus indicator 23

5.4.20 AT interoperability 23

5.4.21 Accessibility services 24

5.4.22 Multiple ways (New provision) 24

5.4.23 Labels or instructions (New provision) 24

5.4.24 On Focus (New provision) 24

5.4.25 On Input (New provision) 24

5.4.26 Error identification (New provision) 24

5.4.27 Labels descriptive (New provision) 24

5.4.28 Advisory recommendations 25

5.4.28.1 Suppression of unneeded function 25

5.4.28.2 Writing guidelines 25

5.4.28.3 Interaction guidelines 25

5.4.28.4 Parsing 25

5.4.28.5 User Preferences (non-visual) 25

5.5 Audio visual equipment technical requirements 25

5.5.1 Captioning/Subtitling playback 25

5.5.2 Supplemental audio playback 26

5.5.3 Access to captioning/subtitling controls 26

5.6 Audio/Visual content technical requirements 26

5.6.1 Visual equivalents for A/V material containing audio information 26

5.6.2 Audio equivalents for A/V material containing visual information 26

5.7 Real time conversation technical requirements 27

5.7.1 Relay services accessibility 27

5.7.2 Real-time text reliability and interoperability 27

5.7.3 Voice terminal hardware and software 28

5.7.4 IVR, auto-attendant and messaging 28

5.7.5 Caller and status Information 28

5.7.6 Video support 29

5.8 Information, documentation and technical support requirements 29

5.9 Other considerations 29

6 US Section 508 and the Canadian toolkit 30

6.1 General 30

6.2 US (Section 508) 30

6.2.1 The purpose of Section 508 30

6.2.2 The Access Board 31

6.2.3 Agencies' responsibilities 31

6.2.4 The role of the GSA 31

6.2.5 Application of Section 508 31

6.2.6 Technical requirements under Section 508: 32

6.2.7 Section 508 accessibility: The FAR Rule 32

6.2.8 Voluntary Product Accessibility Template™ (VPAT™) 32

6.2.8.1 General 32

6.2.8.2 How the VPAT is organized 33

6.2.9 508 refresh 33

6.2.9.1 TEITAC 33

6.3 The Canadian Toolkit 34

6.3.1 General 34

6.3.2 Product and service categories 34

6.3.3 Data links 35

5.3.3.1 Definition 35

5.3.3.2 Requirements 35

5.3.3.3 Advice 35

5.3.3.4 Environmental considerations 35

6.3.4 Example 35

7 ICT products and services bought by public procurers 36

7.1 General 36

7.2 International 36

7.3 European 37

7.3.1 Procedure 37

7.3.2 General introduction 37

7.3.3 CPV Structure 37

7.3.4 Relevant CPV codes 38

7.3.5 Procedures in practice 41

7.4 National 41

7.4.1 Sweden 41

7.4.1.1 Products 41

7.5 Other national 43

7.6 Summary and conclusions 43

8 Existing functional accessibility requirements for public procurement 43

8.1 General 43

8.2 International requirements 44

8.2 European requirements 44

8.3 National requirements in Europe 44

8.3.1 Austria 44

8.3.2 Belgium 44

8.3.3 Bulgaria 44

8.3.4 Cyprus 44

8.3.5 Denmark 45

8.3.6 Estonia 45

8.3.7 Finland 45

8.3.8 France 46

8.3.9 Germany 47

8.3.10 Greece 47

8.3.11 Hungary 47

8.3.12 Iceland 48

8.3.13 Ireland 48

8.3.14 Italy 51

8.3.15 Latvia 51

8.3.16 Liechtenstein 51

8.3.17 Lithuania 51

8.3.18 Malta 52

8.3.19 Netherlands 52

8.3.20 Norway 52

8.3.21 Poland 52

8.3.22 Portugal 52

8.3.23 Slovakia 54

8.3.24 Slovenia 54

8.3.25 Spain 54

8.3.26 Sweden 54

8.3.27 Switzerland 56

8.3.28 UK 56

8.4 Other national requirements 57

8.4.1 Canada 57

8.4.2 Australia 57

8.4.2.1 Federal Government 57

8.4.3 Japan 58

8.4.4 United States 59

8.5 Summary and conclusions 59

9 Gaps in accessibility requirements 59

9.1 General 59

9.2 Accessibility gaps for technical area 1 59

9.n Accessibility gaps for technical area n 59

9.n Summary and conclusions 59

10 Relevant European and international standards 59

10.1 General 59

10.2 International standards 60

10.3 European standards 60

10.4 National standards in Europe 60

10.4.n Spain 60

10.4.n United Kingdom 60

10.5 Other national standards 61

10.5.1 Australia 61

10.6 Summary and conclusions 62

11 Proposals for new standardization work 62

11.1 General 62

11.2 Proposed standardization work programme 62

11.3 Summary and conclusions 62

Annex A: Current Section 508 implementation 64

A1 General 64

§ 1194.1 Purpose 64

§ 1194.2 Application 64

§ 1194.3 General exceptions 64

§ 1194.4 Definitions 65

§ 1194.5 Equivalent facilitation 66

Subpart B -- Technical Standards 66

§ 1194.21 Software applications and operating systems 66

§ 1194.22 Web-based intranet and internet information and applications 66

§ 1194.23 Telecommunications products 68

§ 1194.24 Video and multimedia products 68

§ 1194.25 Self contained, closed products 69

§ 1194.26 Desktop and portable computers 70

Subpart C -- Functional Performance Criteria 71

§ 1194.31 Functional performance criteria 71

Subpart D -- Information, Documentation, and Support 71

§ 1194.41 Information, documentation, and support 71

Additional notes 71

Annex 2 (informative): Bibliography 72

Annex 3 (informative): Provision of comments on the present public draft (ETSI DTR 102612, version 10, 20 November 2007) 75

History 76

Preamble

This draft ETSI Technical Report (TR) is being produced in response to Phase 1 of EU Mandate M/376 by ETSI Technical Committee Human Factors (HF), Specialist Task Force (STF) 333 during September 2007- September 2008, in close coordination with CEN/CENELEC.

The most recent public draft version of the current document, as well as our time plan for the progress of this work and public events we organize are available at http://portal.etsi.org/stfs/STF_HomePages/STF333/STF333.asp in a WAI AAA-accessible version.

We welcome your requirements, input and comments. The preferred means to contact us is by e-mail to the STF leader . Alternatively, we can accept voice calls to +46733661282, text calls (v.21) to +46855600205 and total conversation sessions (SIP only; speech, text and sign language supported) through

If your comments are provided on a specific version of our working draft ETSI Technical Reports (TR), please don’t forget to observe eventual commenting deadlines and to state the draft TR version they apply to (see Annex 3 for further details).

The preliminary time plan for the development and release of our public drafts is as follows:

Public draft release date / Commenting deadline / Status and Notes
November 20, 2007 / January 10, 2008 / First public draft, on-going
January 28, 2008 / February 25, 2008
March 10, 2008 / April 24, 2008
May 15, 2008 / June 2007 Open workshop
Final draft for approval / Following ETSI process
NOTE: The above dates are preliminary estimates and may be subject to change.

Note: This is an early draft document that will be updated, replaced or made obsolete by future versions at any time. It is inappropriate to cite this document as other than “work in progress”.

Mandate M/376 to CEN, CENELEC and ETSI is in two phases and is in support of EU policies for e-accessibility. To achieve this accessibility goal, it is necessary to:

·  harmonise and facilitate the public procurement of accessible ICT products and services by identifying a set of functional European accessibility requirements for public procurement of products and services in the ICT domain (Phase 1), and

·  provide a mechanism through which the public procurers have access to an electronic toolkit, enabling them to make use of these harmonised requirements in procurement processes (Phase 2).

The European Commission’s Mandate M 376 requests that the standards organizations work to harmonize throughout Europe those accessibility requirements that may be applied, regardless of the value of the purchase to public procurement of ICT products and services and thereby to achieve interoperability.

Several Directives already include clauses with reference to people with disabilities and older persons, including the Electronic Communications Networks and Services Directive, that on Radio and Telecommunication Terminal Equipment, and the Public Procurement Directives. Moreover, the creation of equal opportunities for people with disabilities is addressed by a specific European Action Plan.

As part of the Lisbon strategy and the integrated European approach towards economic and social renewal, the Commission has expressed the will to create an Information Society for all. Concrete action for a more accessible information society was taken on different levels in the two action plans eEurope 2002 and eEurope 2005. Furthermore, several Member States are developing specific legislation in this domain. In addition, the i2010 Communication has as one of its 3 priorities to achieve an Inclusive European Information Society.

The urgent need to build a more inclusive information society has been reflected in recent policy activities. The European Council, Parliament and the Commission have in various ways expressed concern about the barriers to effective participation in the information society that some groups are faced with.

This new mandate builds upon previous work, and deals with the development of European accessibility requirements for public procurement of products and services in the ICT domain.

With the advent of the New Approach [http://ec.europa.eu/enterprise/newapproach/standardization/harmstds/index_en.html] in European standardization, the dividing line between standards and legislative requirements is clearly set. The legislation sets out legal requirements – standardisation helps to implement these requirements and to prove conformity with the legislative imperatives.

Close co-operation with relevant industry standards fora and consortia including the World Wide Web Consortium (W3C/WAI) will be established, as appropriate. At a global level, technical coordination will be carried out as appropriate with IEC, ISO, JTC1, ITU-T and UN/CEFACT and with the European Commission. Results of relevant EU research projects and ongoing standardization projects shall be taken into account. Furthermore, a close involvement of European and national organizations related to people with disabilities and consumers, e.g. European Disability Forum EDF and ANEC is anticipated. This may be direct or through the ICT Standard Board’s DATSCG.

Particular attention will be given to the involvement of public procurers and national organizations and authorities concerned with the implementation of Directives 2004/17/EC and 2004/18/EC. This activity will build on the existing accessibility initiatives such as the 508 legislation in the USA so that disabled consumers in Europe can benefit from the cost savings due to market size and the advanced accessibility technologies available at a global level.

The work performed under this Mandate could give an incentive both for the market and public organizations to take the aspect of accessibility into further consideration, and to foster interoperability and harmonization at an EU level. Due to the considerable volumes of public procurement,positive effects due to the economies of scale are expected(“achieve more for less”). Although the most significant field of application of the results of the mandate is public procurement, the results could be useful for other purposes, such as procurement in the private sector.