The Standards Development Process

IEEE

Gary Hoffman

April 13, 2015

Fun Facts What IEEE Technical Society has the most IEEE Standards?

A. Computer SocietyB. Power & Energy SocietyC. Communications Society

Of all IEEE Standards how many are from the Transformers Committee?A. 60%B. 50%C. 40%

Who is responsible for the rules of IEEE standards development?A. PESB. IEEE-SAC. Both PES and IEEE-SA

What standards processes do we offer?A. EntityB. IndividualC. Both

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60%

√ or 24% of all IEEE Standards

√

√

Beginning the process Submit a PAR application

Get approval from the Transformer Committee Standards Coordinator allows entry to the Agenda for the next NesCom meeting

45 days prior to the meeting the questions from NesCom members begins

If all questions from NesCom members are satisfactorily answered, NesCom recommends approval to IEEE-SA Standards Board otherwise there is a recommendation to defer or disapprove. The PAR is on the consent agenda unless there is an objection from a Board member.

If SASB members approve, the Working Group is authorized to conduct business for the “life” of the PAR

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The cornerstones of the IEEE standards development process

Openness

Fairness

Consensus

Balance: No interest group can represent a majority in the Individual process

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Steps towards completing the Draft Develop the Standard, Guide, or Recommended Practice

Straw ballots are always a good idea to achieve consensus

Two thirds of the attending members approve the WG to go to ballot

Form the ballot group, Open for 30 days or until Balance is achieved

Submit draft to IEEE-SA Editorial for Mandatory Editorial Coordination (MEC) Review

Once ballot group is formed and MEC review completed the ballot can open for a minimum of 30 days

Balloting may be extended if the response rate does not achieve 75% of the ballot group members

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The initial ballot Once ballot group is formed and MEC review completed the ballot

can open for a minimum of 30 days

Balloting may be extended if the response rate does not achieve 75% of the ballot group members

If 75% approval is not achieved, the ballot fails and all comments require resolution and the draft is open for another round of balloting

Public review starts June 2015 and is open for 60 days

Once the Sponsor ballot closes, the WG Officers decide how comments are handled:– Ballot resolution group– Bring the comments to the WG

Key: All rejected or revised Approved or Disapprove comments require a rational for rejection or revision with focus on Disapprove comments

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The recirculation ballot Recirculation ballots open for a minimum of 10 days

Only changed sections of the draft are open for comment. Comments made on non-changed portions may be ruled out of scope

The ballot group has an opportunity to weigh in on changed portions

Recirculations continue until all Must Be Satisfied comments are resolved or there are no substantive changes made to the draft.

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Steps to publication Project is submitted to the next RevCom agenda

45 days prior to the meeting RevCom reviews and makes comments

If the rules are followed, RevCom may recommend approval to SASB for addition to the consent agenda

If no one removes the Project from the consent agenda the Project is approved by SASB for publication

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Do’s and don'ts as a participant If you have a material interest, get involved

Volunteer, it is the best way to learn

Make yourself available to participate in meetings

Do not add confidentiality statements or assert copyrights in emails regarding WG matters

Observe the IEEE copyrights

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Become an IEEE-SA Member

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