1. The Standards Development Process IEEE Gary Hoffman April 13, 2015

2. Fun Facts  What IEEE Technical Society has the most IEEE Standards? A. Computer Society B. Power & Energy Society C. Communications Society  Of all IEEE Standards how many are from the Transformers Committee? A. 60% B. 50% C. 40%  Who is responsible for the rules of IEEE standards development? A. PES B. IEEE-SA C. Both PES and IEEE-SA  What standards processes do we offer? A. Entity B. Individual C. Both 2 60% √ or 24% of all IEEE Standards √ √

3. Beginning the process  Submit a PAR application  Get approval from the Transformer Committee Standards Coordinator allows entry to the Agenda for the next NesCom meeting  45 days prior to the meeting the questions from NesCom members begins  If all questions from NesCom members are satisfactorily answered, NesCom recommends approval to IEEE-SA Standards Board otherwise there is a recommendation to defer or disapprove. The PAR is on the consent agenda unless there is an objection from a Board member.  If SASB members approve, the Working Group is authorized to conduct business for the “life” of the PAR 3

4. The cornerstones of the IEEE standards development process  Openness  Fairness  Consensus  Balance: No interest group can represent a majority in the Individual process 4

5. Steps towards completing the Draft  Develop the Standard, Guide, or Recommended Practice  Straw ballots are always a good idea to achieve consensus  Two thirds of the attending members approve the WG to go to ballot  Form the ballot group, Open for 30 days or until Balance is achieved  Submit draft to IEEE-SA Editorial for Mandatory Editorial Coordination (MEC) Review  Once ballot group is formed and MEC review completed the ballot can open for a minimum of 30 days  Balloting may be extended if the response rate does not achieve 75% of the ballot group members 5

6. The initial ballot  Once ballot group is formed and MEC review completed the ballot can open for a minimum of 30 days  Balloting may be extended if the response rate does not achieve 75% of the ballot group members  If 75% approval is not achieved, the ballot fails and all comments require resolution and the draft is open for another round of balloting  Public review starts June 2015 and is open for 60 days  Once the Sponsor ballot closes, the WG Officers decide how comments are handled: –Ballot resolution group –Bring the comments to the WG  Key: All rejected or revised Approved or Disapprove comments require a rational for rejection or revision with focus on Disapprove comments 6

7. The recirculation ballot  Recirculation ballots open for a minimum of 10 days  Only changed sections of the draft are open for comment. Comments made on non-changed portions may be ruled out of scope  The ballot group has an opportunity to weigh in on changed portions  Recirculations continue until all Must Be Satisfied comments are resolved or there are no substantive changes made to the draft. 7

8. Steps to publication  Project is submitted to the next RevCom agenda  45 days prior to the meeting RevCom reviews and makes comments  If the rules are followed, RevCom may recommend approval to SASB for addition to the consent agenda  If no one removes the Project from the consent agenda the Project is approved by SASB for publication 8

9. Do’s and don'ts as a participant  If you have a material interest, get involved  Volunteer, it is the best way to learn  Make yourself available to participate in meetings  Do not add confidentiality statements or assert copyrights in emails regarding WG matters  Observe the IEEE copyrights 9

10. Become an IEEE-SA Member 10