TRAINING FOR THE WEIGHTS AND MEASURES OFFICIAL

TRAINING FOR THETRAINING FOR THEWEIGHTS AND MEASURES WEIGHTS AND MEASURES

OFFICIALOFFICIAL


OFFICIALOFFICIAL

COURSE CURRICULUMCOURSE CURRICULUM

MODULE 1 Introduction

MODULE 2 Laws & Regulations

MODULE 3 Enforcement Procedures

MODULE 4 Legal Action

MODULE 5 Legal Metrology

MODULE 6 Field Standards & Test Equipment

MODULE 7 Basic Weighing / Measuring Principles


OFFICIALOFFICIAL


OFFICIALOFFICIAL

COURSE CURRICULUMCOURSE CURRICULUM

MODULE 8 Device Type Evaluation

MODULE 9 Weighing Devices

MODULE 10 Measuring Devices

MODULE 11 Weighmaster Enforcement

MODULE 12 Petroleum Products

MODULE 13 Quantity Control

MODULE 14 Service Agencies and Agents

TRAINING FOR THETRAINING FOR THEWEIGHTS AND MEASURES OFFICIALWEIGHTS AND MEASURES OFFICIAL


Eighth in a series of 14

Module EightModule Eight“Device Type Evaluation”“Device Type Evaluation”

Module EightModule Eight“Device Type Evaluation”“Device Type Evaluation”

General OverviewGeneral OverviewGeneral OverviewGeneral Overview

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

Module ObjectivesModule ObjectivesModule ObjectivesModule 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

Type EvaluationType EvaluationType EvaluationType 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

Type EvaluationType EvaluationType EvaluationType Evaluation

The evaluation process examines:The evaluation process examines:

Design features

Operating characteristics

Performance of prototype or pre-production weighing and measuring devices before commercial installation

California Type Evaluation Program California Type Evaluation Program (CTEP)(CTEP)


The California Type Evaluation Program holds approvals dating back to 1922



1949 -1949 - Current statute enacted (Section 12500.5 of the B&P Code)

1960 -1960 - Few other states with approval programs Many accepted California approvalsNeed for a national program apparent

1980 -1980 - 16 approval authorities in the U.S. Lack of uniform approach

National Type Evaluation Program National Type Evaluation Program (NTEP)(NTEP)


1976 –1976 – California is instrumental in forming a task force to develop a national program

An effective program mustAn 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

1979 – California law amended1979 – California law amended

Agreements between National Institute of Standards and Technology (NIST) and other W&M jurisdictions to accept evaluations

1984 –1984 – National Type Evaluation Program established



National Type Evaluation (NTEP)National Type Evaluation (NTEP)National Type Evaluation (NTEP)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)

Publication 14Publication 14 Publication 14Publication 14

Used by participating labs to evaluate devices

Embodies the requirements in Handbook 44

Ensures compliance before commercial use

Certificates of Approval or Certificates of Approval or ConformanceConformance

Certificates of Approval or Certificates of Approval or ConformanceConformance

California issuesCalifornia issues “ “Certificates of Approval”Certificates of Approval”

Certificates of Approval or ConformanceCertificates of Approval or ConformanceCertificates of Approval or ConformanceCertificates of Approval or Conformance

The certificates issued by NTEPNTEP are known as “Certificates of Conformance” or CC’s

They look and contain similar information

NIST Handbook 44NIST Handbook 44NIST Handbook 44NIST Handbook 44

Contains the tolerances and specifications used to evaluate devices

Is the basis for the testing procedures in Publication 14

Organization of Type EvaluationOrganization of Type EvaluationOrganization of Type EvaluationOrganization of Type Evaluation

National Type Evaluation ProgramNational Type Evaluation Program

California Type Evaluation ProgramCalifornia Type Evaluation Program

Mutual Recognition with CanadaMutual Recognition with Canada

National Conference on Weights and MeasuresNational Conference on Weights and Measures


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

California 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


National Type Evaluation Program

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


NTEP SectorsNTEP SectorsNTEP SectorsNTEP 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

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”

Mutual RecognitionMutual Recognition


Type Evaluation ProcessType Evaluation ProcessType Evaluation ProcessType 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

Type Evaluation ProcessType Evaluation ProcessType Evaluation ProcessType Evaluation Process

National Type Evaluation information can be found at www.ncwm.net

Information is similar to that given in the California Information Guide

Field Enforcement Role in Field Enforcement Role in Type ApprovalType 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



Use the certificate to determine if device meets approval

Certificate gives detailed information to verify compliance

Review software components by checking the version number

Type Approval CertificateType Approval CertificateType Approval CertificateType Approval Certificate

Applicant Information

Description of features and options

Type of device & model

Certificate Number

Type Approval CertificateType Approval CertificateType Approval CertificateType Approval Certificate

The certificate also has the following informationThe 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)

Type Evaluation vs Field EnforcementType Evaluation vs Field EnforcementType Evaluation vs Field EnforcementType Evaluation vs Field Enforcement

Type Evaluation ensures devices:Type Evaluation ensures devices:

Are accurate

Reliable and

Do not facilitate fraud

Type Evaluation vs Field EnforcementType Evaluation vs Field EnforcementType Evaluation vs Field EnforcementType Evaluation vs Field Enforcement

Field Enforcement ensures devices:Field Enforcement ensures devices:

Comply with the approval

Are accurate

Used as intended

Enforcement for Non-Approved Enforcement for Non-Approved DevicesDevices


The official has twoThe official has twooptions for handling aoptions for handling anon-approved device:non-approved device:

Seizure

Mark it as “Unapproved Device”



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

SummarySummarySummarySummary

Understanding what type approval is Understanding what type approval is

Know how type evaluation is processedKnow how type evaluation is processed

Know the right course of actionKnow the right course of action

Confidence in the procedural aspectConfidence in the procedural aspect

ConclusionConclusionConclusionConclusion

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.


This Concludes Module 8This Concludes Module 8“Device Type Evaluation”“Device Type Evaluation”This Concludes Module 8This Concludes Module 8“Device Type Evaluation”“Device Type Evaluation”

Documents

TRAINING FOR THE WEIGHTS AND MEASURES OFFICIAL