1. Other Party (OP) Assessor Workshop
91XX:2009 Transition
San Diego, CA
January 19, 2012
Lori Scheid-Gillespie, ANAB
Transition Team Chair
Other Party (OP) Assessor Workshop
San Diego, CA
January 19, 2012

2. SR001 – Current Revision 4 Nov 2011
SR001 FAQ – Current Revision 14 Dec 2011
ALL America’s CB’s completed the transition (in OASIS)
SR001 going through revisions again

3. Current Activity with CBs Some Things to Watch for During Assessments
Matrices received early Dec 2011 and early Jan 2012
No CB’s were suspended for lack of matrix received
Clients that did not schedule their audit by 4 Jan 2012 should be suspended or being suspended.
If not, action should be taken by ANAB (NCR’s, suspension)

4. Current Activity with CBs Some Things to Watch for During Assessments
CB’s that did not complete their 2011 required audits (of their clients) action should be taken by ANAB (NCR’s, suspension).
CB’s should be processing certificates within 90 days of the audit, some audit activity is going longer (NCR’s, re-audits, etc.); what action is the CB taking on the certificate if over 90 days?
Some clients proceeding with transition audit when they are not prepared, taking NCR’s, delaying suspension.

5. Coming Soon - Will notify CB’s ASAP, via Heads Up
NEW Activity with CBs
Coming Soon - Will notify CB’s ASAP, via Heads Up
Matrices are to be maintained
New tallies will be required by the CB’s on a monthly basis
SR001 Revision

6. Lessons Learned
Make sure decision making person/people are competent
SR001
9101D
Make sure required 9101 documentation is fully completed
Make sure audits are completed as required / scheduled.
FAQ’s (more recent changes)
Conducting an audit to the old standards
Transfers
Special Audits
ANAB sending assessors that successfully passed the AATT training to office assessments

7. Questions