1. Tips on PAR submissions and Tools
Malia Zaman
Program Manager
IEEE-SA
PES Transformers Meeting, Fall 2017

2. Overview
The Role of NesCom in the Standards Development Process What is a PAR? Key Items for the NesCom Review PAR Sections Broken down Resolving PAR comments Resources IEEE- SA Tools
Going to cover a lot – most important, please ask me!

3. Role of NesCom in the Standards Development Process
Initiating the project
An idea for a standard is proposed to an IEEE Sponsor Committee
A PAR is submitted, using myProject, to initiate the standards process
PARs must be reviewed by NesCom (New Standards Committee) and approved by the Standards Board for the process to move forward
Stds Dev Wheel, the role of NesCom is essential for the start of the project.

4. What is NesCom? New Standards Committee.
One of six governance committees of the IEEE SA-Standards Board.
NesCom consists of members, at least four of whom, including the chair, are voting members of the IEEE-SA Standards Board.
NesCom has been delegated the responsibility of considering all Project Authorization Requests (PARs) and providing recommendations to the IEEE-SA Standards Board regarding their approval.

5. Role of Program Managers and Committee Administrators
Program Manager - liaison with Sponsors and WG chairs to ensure submittals are complete - help with NesCom comment responses - answer questions at NesCom meetings Committee Administrators - organize submittals - ensure all documentation is available for committee members - work behind the scenes with Program Manager to address any submittal issues - coordinate with the Program Managers to get timely responses to comments from reviewers
What is our Role?

6. NesCom Review Schedule
Three Face-to-Face meetings per year typically held in:
March
June
December
Continuous Processing – 2 to 3 times per year:
January/February
April/May
September/October
Meeting Schedule and Submission Deadlines:
Upcoming submittal deadlines: 20 Dec.(for the Jan. NesCom Meeting and 26 Jan. (for the Mar. NesCom Meeting)
Face to face meetings are held in conjunction with other committees of the Standards Board
We also hold Continuous Processing meetings. These are held by tele-conference. There is no Standard Board meeting in conjunction with these tele-conferences so the Recommendations are balloted by to the Standards Board
A lot of time is spent in the review period prior to each meeting, reviewing the PARs, making comments, dialoging with the Submitters. At the meeting itself there is final discussion of each project and then a vote to Approve, Disapprove or Defer. The vote is not final in and of itself. The end results are submitted to the Standards Board as recommendations for their final approval.

7. PAR – Project Authorization Request
An approved PAR is needed before official work is begun on a standard project. It serves as the work authorization by the IEEE-SA Standards Board.
NesCom examines PARs and makes recommendations to the IEEE-SA Standards Board regarding their approval.
An approved PAR is valid for 4 years.
The PAR is referred to when the standard is submitted to RevCom for approval.
Let’s look a little more at the PAR – project authorization request.
It’s a detailed document that essentially states who is sponsoring/working on the project, the reason the project exists and what it intends to do.
NesCom will only accept PARs approved for submittal by the Sponsor Chair or Sponsor Liaison. The NesCom Administrator shall verify that the Sponsor Chair and Working Group Chair are IEEE-SA and IEEE members of any grade or IEEE affiliates.

8. Submitting a PAR
The PAR must be completed via myProject (
An IEEE web account is required. If you do not have a web account, click on the links at the bottom of the myProject home page if you need to get an account (or if you forget your user credentials).
The PAR must be received prior to the submittal deadline for each meeting. Submittal deadline dates can be found on our website: (

9. PAR Requests and Actions
Select the appropriate “Request” or “Action”
for the project, for a new standard, select “PAR for a New IEEE Standard”
In the PAR process we have two categories, PAR Requests and PAR Actions
You will see the options for Requests on the left hand side of the screen and options for Actions on the right hand side.
There are 5 types of PAR Requests
New PAR
Revision PAR
PAR for a Corrigendum
PAR for an Amendment
And PAR for the Adoption of a Non-IEEE Standard
Descriptions of each different type of PAR are here on this page.
There are 3 types of PAR actions
Modify - To change the title, scope or purpose of an approved PAR.
Usually to align the scope and purpose of an approved PAR so that it matched the S&P of the document sub to RevCom.
A modified PAR cannot be used to request an extension. An extension request is required. This can be submitted simultaneously with a modified PAR.
Changing the Working Group Chair does not require a modified PAR.
Extension - PARs are approved for a period of 4 years. If the four years expires before submittal to RevCom, an extension request must be submitted. Extensions are requested for one to four years. Sufficient evidence of work towards completion must be presented.
Withdrawal – If the Sponsor decides not to proceed with work on a PAR, a withdrawal request must be submitted. PARs which will expire, and have not had an extension request submitted will be administratively withdrawn at the end of 4 years.
OK – lets go to the Next Step

10. What is NesCom looking for?
Clarity in PAR title (ranges, acronyms spelled out)
Scope and Purpose of PAR
The scope and purpose on draft document submitted to RevCom needs to be within the scope and purpose on the PAR.
The Scope and Purpose statements on the PAR shall be written in present tense, in complete sentences, and with proper grammar as they are intended to appear in the published standard
Any request to enlarge ( Increase) the scope of the project
Complete contact/point person information – esp. WG Chair
All fields/questions must be filled out

11. What is NesCom looking for?
During the Review Period, you may receive notification from alerting you that there are comments about your PAR.
Each message will list the member who submitted the comment,
instructions on how to respond to the comment within myProject (not by ),
and a copy of the comment itself.
It is best to at least try to respond to the comments. If there is reason to disagree, that is fine, but it is good to clearly explain things.
Once PARs have been submitted, the NesCom Admin is the only one who can make the edits on the PAR.
More information can be found in the NesCom Conventions:

12. New PAR – Title and Scope
PE/NPE/WG_4.2/2420
P2420 Standard Criteria for Combustion Turbine Generator Units Applied as Standby Power Supplies for Nuclear Power Generating Stations
1. Osama Aboulmagd #1 -- Yes (Approve)
26-Feb :19 May consider the deletion of the word "Standard" in the title.
1.1 Dale Goodney (Submitter)
02-Mar :56 Agree with comment to remove the word "Standard" from the title. When the document is published, the title will be preceeded by the words "IEEE Starndard", therefore, "Standard" does not need to be in the title of the draft
1.2 Jon Rosdahl
22-Mar :09 The changes have not been made to the PAR yet.
1.3 Lisa Weisser (NesCom Administrator)
22-Mar :23 I can make this change, but it is actually "IEEE" that gets added to the standard when it gets published. The style guide states that all drafts need to include "Standard for..." or "Recommended practice for...". Is there a specific reason to remove the word standard here?
2. Osama Aboulmagd #2 -- Yes (Approve)
26-Feb :19 scope: May consider starting the scope with, "This standard defines crietria....."
2.1 Dale Goodney (Submitter)
02-Mar :59 Agree in part. To be consistent wiht IEEE-387 (comparable standard), the scope should start with "This standard describes the criteria..."
2.3 Lisa Weisser (NesCom Administrator)
22-Mar :40 Thank you, the change has now been made to the PAR.
No purpose clause on this one, but if there was, it should be a distinct statement, also as it would be written in the standard.

13. myProject™ Login

14. The PAR Form
Breakdown of the PAR

15. The PAR Form

16. The PAR Form
Do not create a WG level when you submit a PAR unless it is a PAR to revise and a WG level already exist. Jim Will work with you to develop a WG level if a new Par is submitted

17. The PAR Form
4.2/4.3, Expected timeline between Ballot and Submission to RevCom should be 6 months or longer.

18. The PAR Form

19. The PAR Form

20. The PAR Form

21. The PAR Form

22. The PAR Form

23. The PAR Form

24. The PAR Form

25. The PAR Form

26. The PAR Form

27. The PAR Form 8.1 – Provide Explanations for Any Abbreviations Listed,
If standards are cited in the Title, Scope or Purpose, then please provide title of the standard in this section
If a modified PAR is submitted, Why a modified PAR is needed
If a Revision PAR is submitted – What changes are being made, or state no changes are being made.

28. Review PAR before submitting
PAR Form As Seen on MyProject

29. PAR submitted to NesCom
Submitted PARs will now show up in the “Manage My PARs” screen
Iman Engineer

30. Responding to NesCom Comments
During the review period NesCom may make comments on your PAR. These comments must be responded to. Failure to do so may delay approval
Iman Engineer
imeng
Click on Manage my PARs
To respond to comments click “manage my PARs”

31. Comment Notification
If PAR comments have been made, you will receive a notification message
Your myProject account can be set up to receive notifications of messages every time one is submitted or once a day. These s will be sent to the address you have listed in myProject. The sender will be IEEE-SA.

32. Responding to NesCom Comments
To view comment details, find the PAR and click the number under the “comment” column
Iman Engineer
Find the PAR # and then click on the # under the comment column.
Iman Engineer
Iman Engineer
Iman Engineer

33. Comment Submission Details
NesCom Member
On this screen, you can click on the comment it will expand for reading and you can also
click on the # under the Dialog Column
To see the comment and be able to respond,
click on the number under the dialog column

34. Type a response in field and then click “Add to dialog”
Comment Dialog
NesCom Member
On this screen you will see the original comment
Enter your response in the text box and click on "Add to Dialog" - the screen will refresh and your response will be added to the dialog
Type a response in field and then click “Add to dialog”

35. Comment Response
NesCom Member
Iman Engineer:
Comment dialog can go back and forth. If a NesCom member makes a suggestion which you agree with, you can ask for changes to be made by the NesCom Admin in your response.
The comment dialog can go back and forth. Some comments and responses are handled quickly and easily, some take a bit more dialog.
If a NesCom member makes a suggestion which you agree with, you can ask for changes to be made by the NesCom Admin in your response.

36. Guidance can be found on myProject

37. NesCom Resources myProject™ User Guide
NesCom Administrator – Lisa Weisser
Phone:
Program Managers (Technical Staff Liaisons)
Working Group Chair Quick Reference Guide
IEEE Standards Association Website
NesCom Website

38. IEEE-SA Etools Public website:
Option 1 –Word Press: Outward facing WG Website.
WG is responsible for maintaining the website. IEEE-SA does not provide tools to manage the website. IEEE-SA will help you setup Word Press.
Options 2 –iMeet Central: Project Management and Collaboration tool
Best for Document Management, Calendar, Project Management, , Wiki.
Example:
Request IMeet site through IEEE-SA Program Manager
listserv: Lists
IEEE Listserv overview:
Teleconference & Web Conference Services:
Join-Me
To request an account:

39. Word Press WordPress is an online, open source website creation tool
- A tool used by Sponsors and Working Groups to help promote a project.
- A public facing web page that provides information on a specific project to gain interest in participants and keeps them up to date on the project.
In order to use WordPress you must have:
- Access to the internet
- A web browser (e.g. Internet Explorer, Firefox, etc.)
- A wordpress login
Request the Site via the link:
Or Contact your IEEE-SA Program Manager

40. IMeet Central
Meet Central is a collaboration application provided to IEEE-SA standards developing groups. Features of this application include file sharing, discussions, databases, Project Management, Calendar and more.
The IEEE Standards iMeet Central site can be accessed at 
For further assistance, see the iMeet Central Help Center.
To request access for your group, please contact your Program Manager.

41. Join ME
IEEE-SA is providing Join Me Pro as an premium web meeting and conference call service;
No charge to all Industry Connections activities and standards development participants to help facilitate and enable collaboration.
Standards development groups at no cost
Unlimited audio, File transfer, Recording, Share control
One-click scheduling
Up to 250 participants
Global call in #’s or VOIP
Groups are not required to use this tool
if they have access to other solutions that are more suitable to their needs.
To request an account:
Join.Me Introductory webinar:
IEEE Standards Association offers a virtual meeting
application—Join.me--at no charge to all Industry Connections
activities and standards development participants to help facilitate
and enable collaboration.
• Join.me is being offered to groups free of charge; however, groups
are not required to use this tool if they have access to other
solutions that are more suitable to their needs.
• This new tool will offer groups the ability to set up and hold online
meetings allowing for screen sharing, voice over IP, and dedicated
conference call dial in numbers.
• Can host up to 250 Participants
• One account per Working Group(May be Pre PAR).
The Chair or Vice Chair/Secretary will need to sign up for the account
• Can have a designated URL for WG and used for recurring
meetings

42. Contact Information
Program Manager: Malia Zaman – NesCom Administrator: Lisa Weisser –