TRAINING FOR THE WEIGHTS AND MEASURES OFFICIAL COURSE CURRICULUM MODULE 1Introduction MODULE 2Laws & Regulations MODULE 3Enforcement Procedures MODULE 4Legal Action MODULE 5Legal Metrology MODULE 6Field Standards & Test Equipment MODULE 7Basic Weighing / Measuring Principles

TRAINING FOR THE WEIGHTS AND MEASURES OFFICIAL COURSE CURRICULUM MODULE 8Device Type Evaluation MODULE 9Weighing Devices MODULE 10Measuring Devices MODULE 11Weighmaster Enforcement MODULE 12Petroleum Products MODULE 13Quantity Control MODULE 14Service Agencies and Agents

TRAINING FOR THE WEIGHTS AND MEASURES OFFICIAL Eighth in a series of 14 Module Eight Device Type Evaluation

General Overview This module will introduce you to type evaluation, its history and development, and its relationship with other organizations in the evaluation process.

Module Objectives Understand the purpose of type evaluation Understand how to use type approval information Become more adept at making initial inspections Be able to effectively use enforcement tools for non-approved devices

Type Evaluation n Examination of weighing and measuring devices n To certify that design and performance complies with all applicable requirements n Provides confidence for manufacturer, user and consumer n Unlawful to use device commercially unless type approved

Type Evaluation The evaluation process examines: Design features Operating characteristics Performance of prototype or pre-production weighing and measuring devices before commercial installation

California Type Evaluation Program (CTEP) The California Type Evaluation Program holds approvals dating back to 1922

California Type Evaluation Program (CTEP) n n Current statute enacted (Section of the B&P Code) n n Few other states with approval programs Many accepted California approvals Need for a national program apparent n n approval authorities in the U.S. Lack of uniform approach

National Type Evaluation Program (NTEP) 1976 – 1976 – California is instrumental in forming a task force to develop a national program An effective program must : Establish uniform procedures Provide one evaluation to satisfy all states Provide assurance device is capable of meeting HB 44 requirements Provide information about devices that are successfully evaluated

n 1979 – California law amended Agreements between National Institute of Standards and Technology (NIST) and other W&M jurisdictions to accept evaluations n 1984 – n 1984 – National Type Evaluation Program established National Type Evaluation Program (NTEP)

National Type Evaluation (NTEP) n NTEP has helped promote uniformity n A single evaluation satisfies all jurisdictions n Reduces cost and time to market a device n Established consensus requirements for temperature, Electro-Magnetic Field (EMF) and Radio Frequency Interference (RFI)

Publication 14 Used by participating labs to evaluate devices Embodies the requirements in Handbook 44 Ensures compliance before commercial use

Certificates of Approval or Conformance California issues Certificates of Approval Certificates of Approval

Certificates of Approval or Conformance NTEP The certificates issued by NTEP are known as Certificates of Conformance or CCs They look and contain similar information

NIST Handbook 44 n Contains the tolerances and specifications used to evaluate devices n Is the basis for the testing procedures in Publication 14

Organization of Type Evaluation National Type Evaluation Program California Type Evaluation Program Mutual Recognition with Canada National Conference on Weights and Measures

Organization of Type Evaluation n Authorized under Division 5 of B&P Code n Program consists of three laboratories Liquid Measuring Devices Weighing Devices Compressed Gases Only program in the country that is fully certified in all areas of weighing and measuring n Also evaluates electric and vapor meters. No other state provides this type of evaluation California Type Evaluation Program

n Affords a continuous review and updating process for evolving technologies n Maintains several standing committees n The National Type Evaluation Committee is relevant to evaluation Organization of Type Evaluation National Type Evaluation Program

n NTEP committee oversees the operation of the NTEP program n Sets goals and objectives as well as operating policies and procedures n Authorizes participating laboratories n Sponsors technical subcommittees called sectors Organization of Type Evaluation

NTEP Sectors n Develop test procedures and evaluation criteria n Permit industry and W&M officials to find consensus n Combine technical expertise of industry with regulatory knowledge of officials n Provide standards that are responsive to and cost effective for the marketplace

n The U.S. and Canada both operate type evaluation programs n Through a bilateral agreement each country recognizes the others examinations and tests of certain device types n Known as the U.S./Canada Mutual recognition of Type Evaluation Program Mutual Recognition Organization of Type Evaluation

Type Evaluation Process The California Type Evaluation Program Information Guide is available on the Divisions website at Describes the evaluation process, documentation needed, applicants responsibility during and after evaluation

Type Evaluation Process n National Type Evaluation information can be found at n Information is similar to that given in the California Information Guide

Field Enforcement Role in Type Approval Type Approval certificates are a resource for the field official Field officials provide a valuable service for CTEP by discovering non-approved equipment or systems CTEP staff can assist in determining compliance If not approved, CTEP staff can arrange for manufacturer to submit for evaluation

Field Enforcement Role in Type Approval n Use the certificate to determine if device meets approval n Certificate gives detailed information to verify compliance n Review software components by checking the version number

Type Approval Certificate n Applicant Information n Description of features and options n Type of device & model n Certificate Number

Type Approval Certificate The certificate also has the following information Application (type of service the device is intended for) Identification (identification badge location) Sealing (identifies what type of sealing method and location of sealing) Operation (special operating procedures the device may have) Test conditions (type of testing that was conducted and associated components that were involved in the testing) Type evaluation criteria used (code of regulations version that was used as the basis for compliance) Tested by (the name of the CTEP individual that conducted the testing or evaluation)

Type Evaluation vs Field Enforcement Type Evaluation ensures devices: n Are accurate n Reliable and n Do not facilitate fraud

Type Evaluation vs Field Enforcement Field Enforcement ensures devices: n Comply with the approval n Are accurate n Used as intended

Enforcement for Non-Approved Devices The official has two options for handling a non-approved device: n Seizure n Mark it as Unapproved Device

Enforcement for Non-Approved Devices n If not brought into compliance within 30 days, device may be seized n Notify the manufacturer regarding the need for evaluation n Notify your device area specialist or CTEP staff n CTEP may issue a temporary use permit n Once CTEP is involved, further field enforcement is usually unnecessary

SummarySummary Understanding what type approval is Know how type evaluation is processed Know the right course of action Confidence in the procedural aspect

ConclusionConclusion This training module has been designed to help you gain an understanding of the Type Evaluation Program, the organizations involved, and your role in the process.

TRAINING FOR THE WEIGHTS AND MEASURES OFFICIAL This Concludes Module 8 Device Type Evaluation