When developing a technical specification, the developer takes into account information about similar products contained in databases (all-Russian and regional) created in the State Standard of Russia on the basis of product catalog sheets.

The terms of reference are usually developed by the product development organization. To formulate the problem as fully and competently as possible, to justify the need for its solution is the main goal of the TK. The contractor performs it in contact with the customer. The duty of the customer is to provide the developer with the initial data for product development.

TK is developed and approved in the manner established by the customer and developer. Other interested organizations (enterprises) may be involved in the development of the technical specification: manufacturer, trade (intermediary) organization, insurance organization, design organization, installation organization, etc.

To confirm individual requirements for products, including safety, health and environmental requirements, as well as assess the technical level of products, the TK may be sent by the developer or customer for examination (conclusion) to third-party organizations. The decision on the conclusions received is made by the developer and the customer before the approval of the TK.

The terms of reference are accompanied by diagrams and sketches for the design of the future product, and for technological developments - technological and technical and economic indicators of the existing production. The terms of reference should contain as much information as possible to facilitate the work on the product and reduce the development time.

Despite all its importance, the content of TK is little regulated by regulatory documents. Requirements for the content and order of building a document depend on the direction of development and are contained in the following documents: what is sow

GOST R 15.201-2000. System for the development and launching of products (SRPP). Products for industrial and technical purposes. The procedure for the development and launching of products for production (general requirements and brief recommendations for development are given).

GOST 19.201-78. Unified system of program documentation. Technical task. Requirements for the content and design (the content of the TK is briefly stated);

GOST 34.602-89. Information technology. Set of standards for automated systems. Terms of reference for the creation of an automated system (the composition and content of the TK are described in sufficient detail);

GOST 25123-82. Computing machines and data processing systems. Technical task. The order of construction, presentation and design (the order of construction of the TK is given). Summarizing the requirements of these standards, the order of construction, presentation and execution of TK can be reduced to the sequence shown in the table below.

Section

List of issues under consideration

Name and scope (use)

Product name and designation.

Brief description of the technical field in which the product is supposed to be used.

The ability to use the developed products for export

Basis for development

Full name of the document on the basis of which the products are developed (agreement, contract, etc.). The organization that approved this document and the date of its approval. The name and symbol of the development theme

Purpose and purpose of development

Operational and functional purpose and product prospects

Development sources

List of research and experimental work. List of experimental samples or layouts

Technical (tactical and technical)

demands

The composition of the product and the requirements for its device. Indicators of appointment.

Reliability requirements.

Manufacturability requirements.

Requirements for the level of unification and standardization. Safety requirements.

Aesthetic and ergonomic requirements.

Requirements for patent purity.

Requirements for the constituent parts of products, raw materials, initial and operational materials. Operating conditions (use).

Requirements for labeling and packaging.

Requirements for transportation and storage.

Special requirements.

Additional requirements (for example, requirements for equipping products with devices for training personnel (simulators, other devices of a similar purpose) and documentation for them, requirements for service equipment, stands for testing the product and its elements.

Economic indicators

Estimated economic efficiency and payback period.

Limit price.

Estimated annual demand for products.

The economic advantages of the developed products

compared with analogues

Stages and stages of development

Development stages, stages of work and terms of their implementation (the terms indicated in the terms of reference are approximate, the main terms are indicated in the work plan or in the contract); manufacturer of the product being developed; a list of documents to be submitted for examination, as well as the stages at which it is carried out, and the location

Control and acceptance procedure

The list of design documents to be agreed and approved, and the list of organizations with which the documents should be coordinated. General requirements for the acceptance of works at the development stages; number of production prototypes

Appendix to the terms of reference

The list of research and other works justifying the need for development. Drawings, diagrams, descriptions, justifications, calculations and other documents that should be used in the development.

List of interested organizations with which specific technical solutions are coordinated in the product development process. List of new technological equipment required for the release of new products