1. The Standards Development Process
Malia Zaman
Staff Liaison
IEEE SA
High Level presentation on the Standards Development Process

2. Rigorous Standards Process
The widely respected IEEE-SA standards-development process, which adheres to the WTO/TBT Principles, produces results that reflect the collective consensus view of participants and enable industry to achieve specific objectives and solutions
Consensus
Due Process
Openness
Right of
Appeal
Balance
6 March 2012

3. IEEE Standards Development Process
Idea!
Develop draft standard
Standards Board approval
Project approval
Sponsor ballot
Publish standard
Revise or withdraw standard

4. Two Types of Standards Development
Individual method
Participants are “individuals”: i.e., people
Individuals represent themselves
Each individual participant has one vote
Ballot groups are made up of a minimum of 10 individuals
Ballot group participants must be IEEE-SA individual members
Entity (Corporate) method
Participants are “entities,” i.e., companies, universities, government bodies, etc.
Designated representative and alternate represent the entity
Each entity has one vote
Standards project initiation requires 3 entities to commit to membership and payment of appropriate dues
Entity sends representatives to participate in standards development meetings

5. What is myProject? myProject is:
A free web-based tool that facilitates the IEEE Standards process
Database that holds information related to the standards process
A tool used by IEEE and SA members, staff, and whomever wants to participate in the standards process.
9/22/2018

6. IEEE Standards Development: Project Approval Process
Any individual or company with a technical idea may start a project
Determine need for project
Referred to as a “Sponsor”
Sponsor provides guidance and support from a technical standpoint
Find a technical group within IEEE to “sponsor” the project
Develop scope and purpose of the project
Submit a Project Authorization Request (PAR) form for approval by New Standards Committee (NesCom)

7. IEEE Standards Development: Mobilizing the Working Group
Working Groups are open groups
Comprised of individuals for individual standards projects or representatives from entities for corporate standards projects.
Participants in WGs have technical expertise, knowledge and dedicated interest in the technology being standardized
Individuals and/or corporations in working groups work collaboratively to reach consensus in order to move the project forward
How to Participate: Attend and speak up at meetings, submit written contributions, review and comment on draft, volunteer for writing assignments.
Contributions: Oral/Written, identify existing material – submit copyright, if needed
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8. IEEE Standards Development: Tips for Draft Development
Develop an outline
Assign leads amongst working group members to developed clauses of the draft
Avoid writing document in meetings
Refer to IEEE Standards Style Manual often for document structure and utilize draft template.
Utilization of a technical editor, to gather inputs and ensure technical consistency
Do not make the draft, or contributions to the draft, public
How to Participate: Attend and speak up at meetings, submit written contributions, review and comment on draft, volunteer for writing assignments.
Contributions: Oral/Written, identify existing material – submit copyright, if needed.
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9. IEEE Standards Development: Sponsor Ballot –Invitation & MEC
Once the WG has an approved draft after approval from WG/Subcommittee/Sponsor, they should submit the draft for MEC through myProject
Mandatory Editorial Coordination (MEC)*
Typically 30 days
Ballot Invitation
Working Group Chair initiates the Invitation in myProject
Typically 30 day invitation period
Must have balance within ballot group 9

10. Sponsor Ballot & Membership
Membership requirements
Individual Method
IEEE–SA Individual Membership is needed to join an individual ballot
Or pay a per ballot fee
Corporate Method
At least a Basic Corporate membership is needed to join an entity ballot
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11. Balloting the Standard – Sponsor Ballot
Working Group Chair initiates the Request to Ballot in myProject
Typically a 30 day ballot
Balloters can approve, disapprove, abstain
Consensus must be reached for the standard to move forward*
Comment Resolution period begins after ballot closes
Resolve comments (accepted, rejected, revised)*
Initiate Recirculation(s)
10 days
Draft should show changes
To prepare for Sponsor ballot the WGC initiates the request in myProject.
*In other words the ballot must reach 75% response rate, and 75% approval rate in order to move forward
*can form a BRC to expedite process of comment resolution
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12. IEEE Standards Development: Submitting to RevCom
RevCom -The Standards Review Committee
Once a project has achieved approval within the balloting group it can be submitted to RevCom for final review
RevCom makes recommendation to the SASB who makes final approval.
Next step is for the IEEE Editorial, the editor will contact the WG Chair to process the draft for final publication
Once a project has achieved approval the draft is submitted to RevCom. 12

13. IEEE Standards Development: Publication of Standard/Maintenance
Standards must have a revision approved by the IEEE-SASB prior to the close of year 10 in order to remain active
Any Standard without an approved revision will become inactive after year 10
A revision action can result in:
Changes to the Standard
Changes to only the references or bibliography
No changes
This process enables sponsors to focus on revisions of standards that require maintenance action, rather than a diffusion of Sponsor efforts to meet administrative requirements for reaffirmation or stabilization
Have a process that permits a standard to be revised when addressing comments during maintenance so that IEEE standards will remain pertinent and of high technical value
Effective 1 January 2012, the status of a standard will either be active or inactive
The changes are available online at
The only actions available to Sponsors will be:
Revision
Amendment/Corrigendum (does not impact maintenance cycle)
Withdrawal
Standards will have a 10 year maintenance cycle (i.e., extended from 5 years to 10 years after the last date of approval or maintenance action)
The status for a standard will be either active or inactive
All standards must have a revision approved by the IEEE-SASB prior to the close of Year 10 in order to remain active
Any standard not approved as a revision will become inactive after Year 10 13

14. IEEE Standards Development: Publication of Standard/Maintenance
Rationale
Process Allows standards developers to concentrate on keeping IEEE standards relevant
Reduced IEEE’s legal risk associated with outdated standards by making needed revisions where warranted by the Sponsor, Working Group, and Sponsor Balloting Group
Status of Inactive standards will now include;
inactive-superseded: These standards have been replaced with a revised version of the standard
inactive-reserved: These standards are removed from active status through an administrative process
inactive-withdrawn: These standards have been removed from active status through a Sponsor ballot 14

15. Helpful Information
How to become an IEEE-Standards Association Member
How to become an IEEE Power and Energy Society member
How to get a MyProject Account
User guide – walks through myProject and has instructions for all the process steps
9/22/2018

16. Q&A?
Malia Zaman Tel:
9/22/2018