MODULE B - PROCESS

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 B2

2. REVISIONS DATE SLIDE CHANGE 12/21/07 12 Notes 15 Notes Item No. 4 revised. Patrick J. Higgins Award added to item 9. ASME C&S Training Module B2

3. B2. Standards Development: Roles and Responsibilities Volunteers and Staff

4. OBJECTIVES This submodule will • Describe the roles and responsibilities of ASME volunteers and staff in the development of codes and standards ASME C&S Training Module B2

5. AGENDA • The Volunteer/Staff Partnership • Volunteer Roles & Responsibilities • Staff Roles & Responsibilities ASME C&S Training Module B2

6. I. THE VOLUNTEER/STAFF PARTNERSHIP ASME C&S Training Module B2

7. THE ASME PARTNERSHIP “This is a partnership of volunteers and staff. Together we are the source of ASME’s strengths. This partnership truly represents a premier society.” Keith Thayer, Past President ASME ASME C&S Training Module B2

8. THE VOLUNTEER ROLE • ASME By-Laws, Article B5.1.3 The primary role of volunteer members of boards and committees will be to • Determine policies • Develop programs • Conduct studies • Prepare reports • Advise the sector to which that board or committee reports on matters pertaining to specific assignments ASME C&S Training Module B2

9. THE STAFF ROLE • ASME By-Laws, Article B5.1.4 The primary role of staff assigned to boards and committees will be to implement actions that are required to meet the objectives of the board or committee on a continuing basis. Working under broad lines of policy established by the board or committee, the staff will • Initiate programs • Actively engage in the work • Make operating decisions necessary to carry forward the programs in a dynamic and efficient manner ASME C&S Training Module B2

10. VOLUNTEER/STAFF ROLES – THE REALITY Volunteers Staff                                             Responsible Involved Responsible Involved Governance Administration and budgets Decides what Decides how and by whom Makes policy Carries out policy Sets goals Plans to achieve goals Reviews plans Implements plans Monitors progress ASME C&S Training Module B2

11. II. VOLUNTEER ROLES & RESPONSIBILITIES ASME C&S Training Module B2

12. DO YOU KNOW? • How is the volunteer program organized? • What is the role of the volunteer? ASME C&S Training Module B2

13. DO YOU KNOW? • How many C&S volunteers are there? • What is the category of interest balance of the volunteers? ASME C&S Training Module B2

14. DO YOU KNOW? • How are volunteers recruited? • Who makes the decisions? ASME C&S Training Module B2

15. DO YOU KNOW? • How is the system of communication structured and maintained? • How much time is the volunteer expected to give to the organization? ASME C&S Training Module B2

16. DO YOU KNOW? • How is the volunteer’s work reviewed and rewarded? ASME C&S Training Module B2

17. RESPONSIBILITIES • Standards Committee Chair Responsibilities • Facilitate meetings (Robert‘s Rules of Order) • Guide the committee members • Follow applicable procedures • Monitor process • Assignment of project team members ASME C&S Training Module B2

18. RESPONSIBILITIES • Standards Committee Member Responsibilities • Attend meetings and complete assignments • Review and comment on actions prior to consensus voting • Follow applicable procedures • Vote on proposed standards actions in a timely manner ASME C&S Training Module B2

19. RESPONSIBILITIES • Project Technical Manager Responsibilities • Assignment of project team members • Facilitate communication among project team members • Guide team members • Follow applicable procedures • Coordinate responses to comments on proposed standards actions ASME C&S Training Module B2

20. RESPONSIBILITIES • Project Administrative Manager Responsibilities (Normally ASME Staff) • Determine complexity of and prioritize items • Establish tracking/record keeping • Notify requestor of status • Distribute proposal • Oversee project for timely completion ASME C&S Training Module B2

21. RESPONSIBILITIES • Project Team Member Responsibilities • Attend meetings and complete assignments • Follow applicable procedures ASME C&S Training Module B2

22. III. STAFF ROLES & RESPONSIBILITIES ASME C&S Training Module B2

23. STAFF RESPONSIBILITIES • Policies and Procedures • Staff organization • Responsibility to the committees to which staff member is assigned • Understanding the role of the volunteer ASME C&S Training Module B2

24. (cont’d) STAFF RESPONSIBILITIES • Committee Responsibilities of Staff • Schedule meetings and prepare and distribute agendas and minutes • Process requests for standards actions • Process recorded votes • Receive and maintain all standards committee and subordinate group documents • Maintenance of committee membership • Correspond with interfacing organizations or individuals in the name of the standards committee • Interact with key stakeholders (e.g., industry, government) ASME C&S Training Module B2

25. STAFF RESPONSIBILITIES • Committee Responsibilities of Staff (cont’d) • Handle technical interpretations • Timing of submittals for publication • Coordinate approval of contractual agreements • Seek new opportunities for C&S products • Support staff • C&S Administrative • ASME Services ASME C&S Training Module B2

26. SUMMARY • The Volunteer/Staff Partnership • Volunteer Roles & Responsibilities • Staff Roles & Responsibilities ASME C&S Training Module B2

27. REFERENCES • Codes and Standards Board of Directors Procedures • http://cstools.asme.org/csconnect/pdf/CommitteeFiles/9036.pdf • Assignment of Duties to the Codes and Standards Board of Directors by the Board of Governors • Standards Committee Procedures • Supervisory Board Procedures • http://cstools.asme.org/csconnect/committeepages.cfm • Participating on ASME Codes and Standards Committees • http://www.asme.org/Codes/DevelopmentCommittees/Participating_Codes_Standards.cfm ASME C&S Training Module B2