Initiating Standards Projects: Process & Criteria Explanation

1. MODULE B - PROCESS SUBMODULES B1. Organizational Structure B2. Standards Development: Roles and Responsibilities B3. Conformity Assessment: Roles and Responsibilities B4. Initiating Standards Projects B5. Consensus Process for Standards Development B6. The Basics of Parliamentary Procedure B7. The Appeals Process B8. International Standards Development B9. ASME Conformity Assessment Programs B10. Performance Based Standards ASME C&S Training Module B4

2. REVISIONS DATE SLIDE CHANGE 4/16/07 7 Notes 8 & Notes 11 & Notes 12 & Notes 15 & Notes 16 Second sentence added. Penultimate bulleted item added; third bulleted item in Notes revised. Second bulleted item revised. “Codes and Standards Board of Directors” changed to “Board on Codes and Standards Operations” “Committee on New Development” changed to “Board on New Development” Quiz revised. ASME C&S Training Module B4

3. B4. Initiating Standards Projects

4. OBJECTIVES This submodule will explain • How C&S decides whether or not to undertake a new project for development of a standard • How C&S establishes a new committee, if necessary • How C&S terminates an unneeded or undesirable project Reference: Codes and Standards Policy CSP-49 ASME C&S Training Module B4

5. AGENDA • Initiating a Codes and Standards Project • Terminating a Codes and Standards Project ASME C&S Training Module B4

6. I. INITIATING A CODES AND STANDARDS PROJECT ASME C&S Training Module B4

7. INITIATING A STANDARDS PROJECT Request made by • Individual • ASME committee or division • Professional organization • Government agency • Industrygroup Request for new standard ASME C&S Training Module B4

8. INITIATING A STANDARDS PROJECT ASME staff • Assigns to relevant Supervisory Board Request for new standard Supervisory Board ASME C&S Training Module B4

9. INITIATING A STANDARDS PROJECT Supervisory Board evaluation • May proceed with project • May determine there is no need • May assign to task group for further study • May ask existing committee to review • May refer to Board on New Development • Task group/committee recommendations back to Board Request for new standard Supervisory Board Task Group Standards Committee ASME C&S Training Module B4

10. CRITERIA FOR EVALUATION OF REQUEST • Criteria • A standard is the proper solution. • There is an identified user and use. • A technical base exists which will enable standard development. • There is or will be a broad constituency. ASME C&S Training Module B4

11. INITIATING A STANDARDS PROJECT Evaluator recommendations • Reject • Assign to existing committee • Assign to existing committee (with charter revision) • Create new committee (Recommendation will include broad charter.) Request for new standard Supervisory Board Task Group Standards Committee ASME C&S Training Module B4

12. INITIATING A STANDARDS PROJECT • Supervisory Board options • Assign to existing Standards Committee • Assign to existing Standards Committee with revised charter • Revised charter requires Supervisory Board and Board on Codes and Standards Operations approval • Form a new Standards Committee • Codes and Standards Board of Directorsapproval required ASME C&S Training Module B4

13. CREATING A NEW STANDARDS COMMITTEE • Initial Board actions • Appoints an Organizational Committee Chair to develop ad hoc Standards Committee • Assigns senior staff engineer to assist • Recommends organizations to contact for interfaces • Recommends Board on Codes and Standards Operations approval of broad charter for Standards Committee • Recommends existing standards to review for purposes of interface ASME C&S Training Module B4

14. CREATING A NEW STANDARDS COMMITTEE • Ad hoc committee actions • Develop a detailed scope for the proposed standard within the parameters set by the already approved committee charter • Obtain Board approval of the proposed scope and notify ANSI • Request organizations substantially concerned with scope of the proposed document to nominate committee members • Develop a program and schedule for the development of the new document ASME C&S Training Module B4

15. CREATING A NEW STANDARDS COMMITTEE • Subsequent Board actions • Approve committee membership (members and balance) NOTE: Once approved, an ad hoc committee becomes a Standards Committee. ASME C&S Training Module B4

16. BOARD ON NEW DEVELOPMENT • Board on New Development • Reports to C&S Board of Directors • Standards projects in areas not covered by supervisory boards • Formation of project teams and standards committees • Members experienced in supervision of standards development; preferably with connections in relevant areas of technology ASME C&S Training Module B4

17. POP QUIZ #1 When does proceeding with development of a new standard require Board on Codes and Standards Operations or Board of Directors approval? _____ ASME C&S Training Module B4

18. II. TERMINATING A CODES AND STANDARDS PROJECT ASME C&S Training Module B4

19. SUNSETTING A C&S PROJECT • Supervisory Board • Responsible for evaluating need and effectiveness • Makes recommendation to Codes and Standards Board of Directors Supervisory Board determines need ASME C&S Training Module B4

20. SUNSETTING A C&S PROJECTStandards Development • C&S Board of Directors • Approves sunsetting project • Approves withdrawal of existing standards (if standards project) Supervisory Board determines need Codes and Standards Board of Directorsapproves ASME C&S Training Module B4

21. SUNSETTING A C&S PROJECTConformity Assessment • CA Program phased out • Public notification • Phase-out period • Appeal available until program termination Technical Supervisory Board determines need Codes and Standards Board of Directorsapproves CA Program phased out (CA project) ASME C&S Training Module B4

22. SPECIAL CONSIDERATIONS • Project termination to protect the interests of ASME • May be initiated and approved by Board or Codes and Standards Board of Directors • May be approved over objection of Standards Committee ASME C&S Training Module B4

23. POP QUIZ #2 True or False. Termination of all C&S projects is effective immediately afterCodes and Standards Board of Directors approval. _____ ASME C&S Training Module B4

24. SUMMARY • Initiating a Codes and Standards Project • Terminating a Codes and Standards Project ASME C&S Training Module B4

25. REFERENCES • Codes and Standards Policy CSP-49, Guide for Establishing New Codes or Standards Projects • http://cstools.asme.org/wbpms/CommitteePages.cfm?Committee=A01000000&Action=7609 ASME C&S Training Module B4