TRAINING FOR THE WEIGHTS AND MEASURES OFFICIAL

2. TRAINING FOR THEWEIGHTS AND MEASURES OFFICIAL COURSE CURRICULUM

3. TRAINING FOR THEWEIGHTS AND MEASURES OFFICIAL COURSE CURRICULUM

4. TRAINING FOR THEWEIGHTS AND MEASURES OFFICIAL Module Eight“Device Type Evaluation” Eighth in a series of 14

5. General Overview This module will introduce you to type evaluation, its history and development, and its relationship with other organizations in the evaluation process.

6. Module Objectives Understand the purpose of type evaluation Understand how to use type approval information Become more adept at making initial inspections Be able to effectively use enforcement tools for non-approved devices

7. Type Evaluation • Examination of weighing and measuring devices • To certify that design and performance complies with all applicable requirements • Provides confidence for manufacturer, user and consumer • Unlawful to use device commercially unless type approved

8. Type Evaluation • The evaluation process examines: • Design features • Operating characteristics • Performance of prototype or pre-production weighing and measuring devices before commercial installation

9. California Type Evaluation Program (CTEP) The California Type Evaluation Program holds approvals dating back to 1922

10. California Type Evaluation Program (CTEP) • 1949 - Current statute enacted (Section 12500.5 of the B&P Code) • 1960 - Few other states with approval programs Many accepted California approvals Need for a national program apparent • 1980 - 16 approval authorities in the U.S. Lack of uniform approach

11. National Type Evaluation Program (NTEP) 1976 – California is instrumental in forming a task force to develop a national program An effective program must: • Establish uniform procedures • Provide one evaluation to satisfy all states • Provide assurance device is capable of meeting HB 44 requirements • Provide information about devices that are successfully evaluated

12. National Type Evaluation Program (NTEP) • 1979 – California law amended Agreements between National Institute of Standards and Technology (NIST) and other W&M jurisdictions to accept evaluations • 1984 – National Type Evaluation Program established

13. National Type Evaluation (NTEP) • NTEP has helped promote uniformity • A single evaluation satisfies all jurisdictions • Reduces cost and time to market a device • Established consensus requirements for temperature, Electro-Magnetic Field (EMF) and Radio Frequency Interference (RFI)

14. Publication 14 • Used by participating labs to evaluate devices • Embodies the requirements in Handbook 44 • Ensures compliance before commercial use

15. Certificates of Approval or Conformance California issues “Certificates of Approval”

16. Certificates of Approval or Conformance The certificates issued by NTEP are known as “Certificates of Conformance” or CC’s They look and contain similar information

17. NIST Handbook 44 • Contains the tolerances and specifications used to evaluate devices • Is the basis for the testing procedures in Publication 14

18. Organization of Type Evaluation California Type Evaluation Program National Conference on Weights and Measures National Type Evaluation Program Mutual Recognition with Canada

19. Organization of Type Evaluation California Type Evaluation Program • Authorized under Division 5 of B&P Code • Program consists of three laboratories • Liquid Measuring Devices • Weighing Devices • Compressed Gases Only program in the country that is fully certified in all areas of weighing and measuring • Also evaluates electric and vapor meters. No other state provides this type of evaluation

20. Organization of Type Evaluation National Type Evaluation Program • Affords a continuous review and updating process for evolving technologies • Maintains several standing committees • The National Type Evaluation Committee is relevant to evaluation

21. Organization of Type Evaluation • NTEP committee oversees the operation of the NTEP program • Sets goals and objectives as well as operating policies and procedures • Authorizes participating laboratories • Sponsors technical subcommittees called sectors

22. NTEP Sectors • Develop test procedures and evaluation criteria • Permit industry and W&M officials to find consensus • Combine technical expertise of industry with regulatory knowledge of officials • Provide standards that are responsive to and cost effective for the marketplace

23. Organization of Type Evaluation Mutual Recognition • The U.S. and Canada both operate type evaluation programs • Through a bilateral agreement each country recognizes the other’s examinations and tests of certain device types • Known as the “U.S./Canada Mutual recognition of Type Evaluation Program”

24. Type Evaluation Process The California Type Evaluation Program Information Guide is available on the Division’s website at www.cdfa.ca.gov/dms Describes the evaluation process, documentation needed, applicant’s responsibility during and after evaluation

25. Type Evaluation Process • National Type Evaluation information can be found at www.ncwm.net • Information is similar to that given in the California Information Guide

26. Field Enforcement Role in Type Approval • Type Approval certificates are a resource for the field official • Field officials provide a valuable service for CTEP by “discovering” non-approved equipment or systems • CTEP staff can assist in determining compliance • If not approved, CTEP staff can arrange for manufacturer to submit for evaluation

27. Field Enforcement Role in Type Approval • Use the certificate to determine if device meets approval • Certificate gives detailed information to verify compliance • Review software components by checking the version number

28. Certificate Number Type Approval Certificate • Type of device & model • Applicant Information • Description of features and options

29. Type Approval Certificate The certificate also has the following information • Application (type of service the device is intended for) • Identification (identification badge location) • Sealing (identifies what type of sealing method and location of sealing) • Operation (special operating procedures the device may have) • Test conditions (type of testing that was conducted and associated components that were involved in the testing) • Type evaluation criteria used (code of regulations version that was used as the basis for compliance) • Tested by (the name of the CTEP individual that conducted the testing or evaluation)

30. Type Evaluation vs Field Enforcement Type Evaluation ensures devices: • Are accurate • Reliable and • Do not facilitate fraud

31. Type Evaluation vs Field Enforcement Field Enforcement ensures devices: • Comply with the approval • Are accurate • Used as intended

32. Enforcement for Non-Approved Devices The official has twooptions for handling anon-approved device: • Seizure • Mark it as “Unapproved Device”

33. Enforcement for Non-Approved Devices • If not brought into compliance within 30 days, device may be seized • Notify the manufacturer regarding the need for evaluation • Notify your device area specialist or CTEP staff • CTEP may issue a temporary use permit • Once CTEP is involved, further field enforcement is usually unnecessary

34. Summary Understanding what type approval is Know how type evaluation is processed Know the right course of action Confidence in the procedural aspect

35. Conclusion This training module has been designed to help you gain an understanding of the Type Evaluation Program, the organizations involved, and your role in the process.

36. TRAINING FOR THEWEIGHTS AND MEASURES OFFICIAL This Concludes Module 8“Device Type Evaluation”