IEEE
The Standards Development Process
Gary Hoffman
April 13, 2015
Fun Facts
 What IEEE Technical Society has the most IEEE Standards?
A. Computer Society
B. Power & Energy Society 60%
C. Communications Society
 Of all IEEE Standards how many are from the Transformers
Committee?
A. 60%
B. 50%
C. 40% √ or 24% of all IEEE Standards
 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 √
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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
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The cornerstones of the IEEE
standards development process
Openness
Fairness
Consensus
Balance: No interest group can represent a
majority in the Individual process
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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
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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
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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.
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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
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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
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Become an IEEE-SA Member
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