02 International Standards Awareness

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    SPECIAL THANKS TOSPECIAL THANKS TO

    ALAIN SAMNEALAIN SAMNE

    ISO TECHNICAL PROGRAMISO TECHNICAL PROGRAM

    MANAGERMANAGER

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    DISCUSSION TOPICSDISCUSSION TOPICS

    International Standards OrganizationsInternational Standards Organizations

    Directives and Protocols

    Technical Committees ISO TC67

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    ISO, IEC, ITUISO, IEC, ITU

    International Telecommunications Union

    (ITU)

    International Electrotechnical Commission(IEC)

    International Organization for

    Standardization (ISO)

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    COMPARISONCOMPARISON

    ITU IEC ISO

    YEAR

    ORGANIZED1865 1906 1947

    MEMBERS 191 142 158

    TECHNICAL

    COMMITTEES

    3

    divisions

    178 193

    STANDARDS

    PUBLISHED3 000 5 613 16 455

    Data at end of 2006

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    INTERNATIONAL ORGANIZATIONINTERNATIONAL ORGANIZATION

    FOR STANDARDIZATIONFOR STANDARDIZATION

    ISO

    Headquartered in Geneva, Switzerland Staff 153 people

    Non-government organization

    Members are national standards bodies Voluntary, consensus-based standards

    written by technical experts

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    ISO ORGANIZATIONISO ORGANIZATION

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    ISO IN THE WORLD MARKETISO IN THE WORLD MARKET

    WTO: observer status and collaboration UN and UN agencies: CODEX, ILO, IMO, ITC,

    UN/ECE, UNIDO, WHO, WTO-OMT 591 liaisons with international organizations in

    technical work Links with seven regional bodies (ACCSQ,

    AIDMO, ARSO, CEN, COPANT, EASC andPASC

    Economic actors: Accreditation: IAF and ILAC,Consumers International, ICC, IFAN, WorldEconomic Forum, etc

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    TBT AGREEMENT, 2000 (ANNEX 4)TBT AGREEMENT, 2000 (ANNEX 4)

    STANDARDS DEFINITIONSTANDARDS DEFINITION TransparencyTransparency easily accessible information

    OpennessOpenness non-discriminatory

    Impartiality and consensusImpartiality and consensus fair practices Effectiveness and relevanceEffectiveness and relevance market demand

    CoherenceCoherence no overlap

    Development dimensionDevelopment dimension technical assistanceto participate

    ISO system is fully compliantISO system is fully compliant

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    GUIDELINES FOR GLOBALGUIDELINES FOR GLOBAL

    RELEVANCERELEVANCE International Standard shall to the extent possiblerepresent a unique international solution, but where

    justified may present options to accommodatedifferences

    The commitment to participate in the development of andthe feasibility of preparing International Standards shallbe demonstrated at the outset of a standardsdevelopment project.

    Preference shall be given to preparing performancerather than prescriptive standards.

    An IS may pass through an evolutionary process, withthe ultimate objective being to publish, at a later point, anInternational Standard that presents one unique

    international solution in all of its provisions.

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    GUIDELINES FOR GLOBALGUIDELINES FOR GLOBAL

    RELEVANCERELEVANCE Essential differences consistent with Annex 3 to the

    WTO Agreement on Technical Barriers to Trade can beincluded in International Standards, but specific rulesshall be applied if a committee wishes to introduce such

    differences and special authorization needs to be givenby the TMB in instances not covered by these rules.

    Committees can only ensure the global relevance of theInternational Standards they produce if they are aware of

    all the factors that may affect a particular standard'sglobal relevance.

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    ISO MEMBERSISO MEMBERS

    Strong national membership base

    Ensures adequate consensus

    Dissemination of deliverables Market feedback for their maintenance

    Market need for new developments

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    MEMBERSHIP MEANSMEMBERSHIP MEANS

    One country, one vote

    Equal footing for all countries

    Right to join any technical committee orpolicy committee of commercial/technical

    interest

    Voting rights on all standards Access to global community of technical

    experts

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    MEMBERS OF ISOMEMBERS OF ISO

    Bureau of Indian Standards (BIS)

    British Standards Institute (BSI)

    Association franaise de normalisation (AFNOR)

    Qatar Standards (QS)

    Standards Norway (SN)

    Associao Brasileira de Normas Tcnicas

    (ABNT) American National Standards Institute (ANSI)

    but notASME, API, ASTM

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    DISCUSSION TOPICSDISCUSSION TOPICS

    International Standards Organizations

    Directives and ProtocolsDirectives and Protocols

    Technical Committees ISO TC67

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    ISO/IEC STANDARDSISO/IEC STANDARDS

    Consensus-based

    Market driven

    Technically current Internationally expertise

    Voluntary, not mandated

    Meet requirements of WTO TechnicalBarriers to Trade

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    ISO/IEC DIRECTIVESISO/IEC DIRECTIVES PART 1PART 1

    Consolidation of policiesand procedures

    relevant to the technical

    work of ISO TechnicalCommittees.

    Are included:

    Organisational structure

    Project Management

    Consensus and Voting

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    ISO/IEC DIRECTIVESISO/IEC DIRECTIVES PART 2PART 2

    Consolidation of Editorialpolicies andprocedures relevant tothe drafting of all ISO

    deliverablesAre included: Requirements

    Normative vs. Informativeclauses

    Document structure (in linewith the ISO Template)

    Reference material listings

    Graphics and Vocabulary rules

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    STANDARDS SELECTIONSTANDARDS SELECTION

    CRITERIACRITERIA

    Market relevance

    Expectations from industry and other stakeholders must

    be taken into account.

    PriorityThere should be a clear understanding at what point in

    time the International Standard will be needed by the

    market.

    ResourcesThe identification of a project champion and a clear

    commitment from stakeholders that they are prepared to

    allocate the resources for meeting the selected

    timeframe.

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    STANDARDS DEVELOPMENTSTANDARDS DEVELOPMENT

    PROJECT STAGES0. Preliminary stage1. Proposal stage

    2. Preparatory stage3. Committee stage4. Enquiry stage5. Approval stage6. Publication stage

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    STAGE SUB-STAGE

    00 20 60 90

    DECISION

    Registration Start of main action Completion of main

    action

    92

    Repeat an earlier

    phase

    93

    Repeat current phase

    98

    Abandon

    99

    Proceed

    00

    Preliminary

    Stage

    00.00

    Proposal for new

    project received

    00.20

    Proposal for new

    project under review

    00.60

    Review summary

    circulated

    00.98

    Proposal for new

    project abandoned

    00.99

    Approval to ballot

    proposal for newproject

    10

    Proposal

    Stage

    10.00

    Proposal for new

    project registered

    10.20

    New project ballot

    initiated

    10.60

    Voting summary

    circulated

    10.92

    Proposal returned to

    submitter for further

    definition

    10.98

    New project rejected

    10.99

    New project approved

    20

    Preparatory

    Stage

    20.00

    New Project (NP)

    registered in TC/SC

    work programme

    20.20

    Working draft (WD)

    study initiated

    20.60

    Comments summary

    circulated

    20.98

    Project

    Deleted

    20.99

    WD approved for

    registration as CD

    30Committee

    Stage

    30.00Committee draft (CD)

    registered

    30.20CD study/ballot

    initiated:

    3 months

    30.60Comments/

    Voting summary

    circulated

    30.92CD referred back to

    Working Group

    30.98Project

    Deleted

    30.99CD approved for

    registration as DIS

    40

    Enquiry

    Stage

    40.00

    DIS registered

    40.20

    DIS ballot initiated:

    5 months

    40.60

    Voting summary

    dispatched

    40.92

    Full report circulated:

    DIS referred back to

    TC or SC

    40.93

    Full report circulated:

    decision for new DIS

    ballot

    40.98

    Project

    deleted

    40.99

    Full report circulated:

    DIS approved for

    registration as FDIS

    50

    Approval

    Stage

    50.00

    FDIS registered for

    formal approval

    50.20

    FDIS ballot initiated:

    2 months. Proof sent to

    secretariat

    50.60

    Voting summary

    dispatched. Proof

    returned by secretariat.

    50.92

    FDIS referred back to

    TC or SC

    50.98

    Project

    deleted

    50.99

    FDIS approved for

    publication

    60

    Publication

    Stage

    60.00

    International Standard

    under publication

    60.60

    International Standard

    published

    90

    Review

    Stage

    90.20

    International Standard

    under periodical review

    90.60

    Review summary

    dispatched

    90.92

    International Standard

    to be revised

    90.93

    International Standards

    confirmed

    90.99

    Withdrawal of

    International Standard

    proposed by TC or SC

    95

    Withdrawalstage

    95.20

    Withdrawal ballotinitiated

    95.60

    Voting summarydispatched

    95.92

    Decision not towithdraw International

    Standard

    95.99

    Withdrawal ofInternational Standard

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    -0 - 6 18 24

    Stage

    Target dates (months)

    WD CD DIS FDIS

    PublicationProject registered (AWI)

    Accelerated

    -0 12 24 30 36Default

    -0 12 24 42 48Extended

    SUMMARY OF THREE TRACKSUMMARY OF THREE TRACK

    OPTIONSOPTIONS

    Committee secretariat to manage target stage-date

    flexibility

    Possibility to register NWIs or downgrade active

    projects as PWIs

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    ISO DELIVERABLESISO DELIVERABLES

    International Standard (IS)

    Technical Specification (TS)

    Technical Report (TR) Guides applicable to policy for

    committees only

    Publicly Available Specification (PAS) International Workshop Agreement (IWA)

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    INTERNATIONAL STANDARD (IS)INTERNATIONAL STANDARD (IS)

    [normative] document, established by consensus and

    approved by a recognized body, that provides,

    for common and repeated use, rules, guidelines

    or characteristics for activities or their results,

    aimed at the achievement of the optimum

    degree of order in a given context [and] that is

    adopted by an international

    standardizing/standards organization and made

    available to the publicSource: ISO/IEC Guide 2:1996 (combination of definitions 3.2

    & 3.2.1.1)

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    TECHNICAL SPECIFICATION (TS)TECHNICAL SPECIFICATION (TS)

    [normative] document addressing work:

    still under technical development, or

    where for any other reason there is thefuture, but not immediate, possibility ofagreement on an International Standard

    as a fallback solution where the requiredsupport or consensus cannot beobtained for approval as an InternationalStandard

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    PUBLICLY AVAILABLEPUBLICLY AVAILABLE

    SPECIFICAITON (PAS)SPECIFICAITON (PAS) [normative] A document representing the consensus

    within a WG

    NOTE: Competing PAS offering different technicalsolutions are possible provided that they do notconflict with existing International Standards. (ATC/SC may decide to revise an ISO standard to allowconflicting PAS.)

    Example: ISO/PAS 18873 International protocol fordoping control

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    TECHNICAL REPORT (TR)TECHNICAL REPORT (TR)

    [informative]

    document containing information of a

    different kind from that normally published

    in a normative documentNOTE: Such data may include, for example,

    data obtained from a survey carried out

    among the national bodies, data on work in

    other international organizations or data on

    the state of the art in relation to standards

    of national bodies on a particular subject

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    INTERNATIONAL WORKSHOPINTERNATIONAL WORKSHOP

    AGREEMENT (IWA)AGREEMENT (IWA) [normative]

    A document which does not rely on the

    customary technical committee structures.Essentially this will be through an open

    workshop mechanism whereby market

    players will be able to negotiate in a

    workshop setting the contents of particular

    normative documents

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    GUIDESGUIDES

    [informative] document giving orientation, advice or

    recommendations on non-normativematters relating to international

    standardizationNOTE 1: Guides may address issues of

    interest to all users of InternationalStandards

    NOTE 2: Guides are not prepared bytechnical committees or subcommittees,but by policy committees or directly orindirectly by the TMB

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    StagesISO

    Standard ISO/TS ISO/PASISO

    Amendment

    ISO

    TechnicalCorrigendum

    ISO/TR ISO/IWA

    Proposal y y y y

    Acceptance

    criteria:

    5 P-membersparticipating

    Simple majority ofthe P-members inthe committee

    5 P-membersparticipating

    Simple majority ofthe P-members inthe committee

    5 P-membersparticipating

    Simple majority ofthe P-members inthe committee

    5 P-membersparticipating

    Simple majority of theP-members in thecommittee

    Preparatory y y y y y

    Acceptance

    criteria:Draft accepted forCommittee stage

    Draft accepted forCommittee stage

    Simple majority ofP-members of thecommittee

    Draft accepted forCommittee stage

    Secretariatand Chair

    (+ P-members ifnecessary)

    Draft accepted forCommittee stage

    Committee y y y y

    Acceptance

    criteria:

    Consensus or supportof 2/3 majority of theP-members voting

    Consensus or supportof 2/3 majority of theP-members voting

    Consensus or support of2/3 majority of theP-members voting

    Simple majority ofP-members of thecommittee

    Enquiry y y

    Acceptance

    criteria:

    2/3 majority of theP-members voting

    Less than 1/4 ofnegative votes

    2/3 majority of theP-members voting

    Less than 1/4 ofnegative votes

    Approval y y

    Acceptance

    criteria:

    2/3 majority of theP-members voting

    Less than 1/4 ofnegative votes

    2/3 majority of theP-members voting

    Less than 1/4 ofnegative votes

    Rulesdecided by

    worshopitself

    Publication y y y y y y y

    Review y y y y y y5 years 3 years

    6 years max.

    3 years

    6 years max.

    5 years

    Incorporated in ISO Incorporated inISO

    3 years

    6 yearsmax.

    COMPARISON OF ISOCOMPARISON OF ISO

    DELIVERABLESDELIVERABLES

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    ISO/IEC GUIDE 21ISO/IEC GUIDE 21

    ADOPTION OF ISO DELIVERABLESADOPTION OF ISO DELIVERABLESThe adoption of an International Standard isThe adoption of an International Standard is

    defined as:defined as:

    The publication of a regional or national

    normative document based on a relevant

    International Standard, or endorsement of the

    International Standard as having the same

    status as a national normative document, with

    any deviations from the International Standard

    identified.

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    DISCUSSION TOPICSDISCUSSION TOPICS

    International Standards Organizations

    Directives and Protocols

    Technical Committees ISO TC67

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    TECHNICAL COMMITTEESTECHNICAL COMMITTEES

    Concept initiated by national body, TC orpolicy committee seeking to codifyknowledge about a subject

    Form for Proposal for Work in newtechnical discipline

    Formed by Technical Management Board

    Sent to ballot with 2/3 majority approvalrequired and 5 P members

    Chairman approved by TMB

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    DISTRIBUTION OF ISO 193 TCsDISTRIBUTION OF ISO 193 TCs

    9%

    4%

    16%

    11%

    6%

    25%

    1%

    2%

    26%

    Generalities, infra-structures andsciencesHealth, safety and environment

    Engineering technologies

    Electronics, information technologyand telecommunicationsTransportation and distribution ofgoodsAgriculture and food technologies

    Material technologies

    Construction

    Special technolgies

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    AND IN THE ENERGYAND IN THE ENERGY

    SECTORSECTOR

    ISO technical committees cover manyenergy (and related) sectors including:

    TC 27 Coal

    TC 28 Petroleum Products TC 67 Materials, equipment & offshorestructures for the PPNGI

    TC 85 Nuclear energy TC 180 Solar energy

    TC 193 Natural gas TC 197 Hydrogen energy TC 203 Technical energy

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    TCs OF PRIMARY INTEREST TOTCs OF PRIMARY INTEREST TO

    OIL AND GAS COMPANIESOIL AND GAS COMPANIES

    TC28 Petroleum products and

    lubricants

    TC67 Materials, equipment andoffshore structures for petroleum,

    petrochemical and natural gas industries

    TC193 Natural gas

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    ISO/TC28ISO/TC28 Petroleum ProductsPetroleum Products

    and Lubricantsand Lubricants

    Secretariat API on behalf of ANSI

    Created - 1947

    Scope: Standardization of methods of

    measurement, sampling and test, terminology,classifications and specifications for petroleum,petroleum products and non-petroleum basedlubricants and hydraulic fluids.

    Participating countries 28 Observing countries 52

    Published standards - 233

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    ISO/TC193ISO/TC193 Natural gasNatural gas

    Secretariat NEN

    Created - 1988

    Scope: Standardization of terminology, quality

    specifications, methods of measurement,sampling, analysis and test for natural gas andnatural gas substitutes (gaseous fuel), in all itsfacets from production to delivery to all possibleend users across national boundaries.

    Participating countries 22 Observing countries 28

    Published standards - 46

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    ISO/TC67ISO/TC67 Materials, equipment andMaterials, equipment and

    offshore structures for petroleum,offshore structures for petroleum,

    petrochemical and natural gas industriespetrochemical and natural gas industries Secretariat API on behalf of ANSI

    Created 1947, reactivated 1987

    Scope: Standardization of the materials, equipment and

    offshore structures used in drilling, production, transportby pipelines and processing of liquid and gaseoushydrocarbons within the petroleum, petrochemical andnatural gas industries.

    Excluded: aspects of offshore structures subject to IMOregulations (TC8 Ships and marine technology)

    Participating countries 28

    Observing countries 28

    Standards published - 135

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    DISCUSSION TOPICSDISCUSSION TOPICS

    International Standards Organizations

    Directives and Protocols

    Technical Committees ISO TC67

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    ISO/TC67ISO/TC67

    Materials, equipment and offshore

    structures for petroleum, petrochemicaland natural gas industries

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    ISO/TC67 PARTICIPATINGISO/TC67 PARTICIPATING PP

    MEMBER COUNTRIESMEMBER COUNTRIES

    28 countries

    Argentina, Brazil, Canada, China,Denmark, Finland, France, Germany,

    Indonesia, Italy, Japan, Kazakhstan,Korea (Republic of), Mexico, Netherlands,Nigeria, Norway, Oman, Portugal, Qatar,Romania, Russian Federation, SouthAfrica, Spain, Ukraine, United Kingdom,United States, Venezuela

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    TC67 OBSERVINGTC67 OBSERVING OO

    MEMBER COUNTRIESMEMBER COUNTRIES

    28 countries

    Australia, Austria, Azerbaijan, Belgium,

    Bulgaria, Colombia, Croatia, Cuba, CzechRepublic, Ecuador, Egypt, Hong Kong,

    Hungary, Iran (Islamic Republic), Ireland,

    Malaysia, Moldova (Republic of),

    Mongolia, Poland, Saudi Arabia, Serbia,Singapore, Slovakia, Sweden,

    Switzerland, Thailand, Trinidad and

    Tobago, Viet Nam

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    Participating MembersObserving M embers

    TC67 COUNTRY MEMBERS

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    ISO/TC67 IN BRIEFISO/TC67 IN BRIEF

    Six subcommittees

    Six working groups (directly reporting to

    TC) Management Committee

    Technical experts estimated 1200

    persons

    Work program 170 standards

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    ANNUAL PUBLICATION RATEANNUAL PUBLICATION RATE

    1995=2

    1996=4

    1997=0

    1998=2

    1999=11

    2000=22

    2001=20

    2002=17

    2003=22

    2004=16 2005=12

    2006=14

    2007 target 16

    TOTAL =142

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    REASONS FOR PARTICIPATIONREASONS FOR PARTICIPATION

    Reduction of company specifications

    Reduction of purchasing costs

    Consistency of global supply

    Assurance of safety, health, and environment

    Assurance of reliability and regularity

    Coordination with regulations worldwide

    Removal of technical barriers to trade for globalparticipation

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    ISO/TC67 CHALLENGESISO/TC67 CHALLENGES

    Resources time and people

    Global technical experts

    Expense for meetings Management understanding of

    standardization process

    Complexity and size of standards

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    SMALL COMMERCIALSMALL COMMERCIAL

    MORE ABOUT ISO/TC67MORE ABOUT ISO/TC67

    Friday, 27 April 2007Friday, 27 April 2007The Imperial HotelThe Imperial Hotel

    Standards WorkshopStandards Workshop

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    Thank YouThank You

    AND QUESTIONS ?