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INTERNATIONAL STANDARDS AWARENESS

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INTERNATIONAL STANDARDS AWARENESS The Imperial Hotel New Delhi, India - 26 April 2007 Cheryl Stark BP - Houston Chair, ISO TC67 SPECIAL THANKS TO ALAIN SAMNE ISO ... – PowerPoint PPT presentation

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Title: INTERNATIONAL STANDARDS AWARENESS


1
INTERNATIONAL STANDARDS AWARENESS
  • The Imperial Hotel
  • New Delhi, India - 26 April 2007
  • Cheryl Stark
  • BP - Houston
  • Chair, ISO TC67

2
SPECIAL THANKS TO ALAIN SAMNE
  • ISO TECHNICAL PROGRAM MANAGER

3
DISCUSSION TOPICS
  • International Standards Organizations
  • Directives and Protocols
  • Technical Committees
  • ISO TC67

4
ISO, IEC, ITU
  • International Telecommunications Union (ITU)
  • International Electrotechnical Commission (IEC)
  • International Organization for Standardization
    (ISO)

5
COMPARISON
6
INTERNATIONAL ORGANIZATION FOR 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

7
ISO ORGANIZATION
8
ISO 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 and PASC
  • Economic actors Accreditation IAF and ILAC,
    Consumers International, ICC, IFAN, World
    Economic Forum, etc

9
  • TBT AGREEMENT, 2000 (ANNEX 4) STANDARDS
    DEFINITION
  • Transparency easily accessible information
  • Openness non-discriminatory
  • Impartiality and consensus fair practices
  • Effectiveness and relevance market demand
  • Coherence no overlap
  • Development dimension technical assistance to
    participate
  • ISO system is fully compliant

10
ISO STRATEGIC PLAN2005-2010
  • Consistent, multi-sectoral, globally relevant
    International Standards
  • Involvement of stakeholders
  • Raising awareness and capacity in developing
    countries
  • Partnerships for efficient development of
    International Standards
  • Promoting use of International Standards for
    technical regulations
  • Neutral provider of Standards and Guides for
    conformity assessment
  • Efficient, coherent procedures and tools for
    development of deliverables

11
GUIDELINES FOR GLOBAL RELEVANCE
  • International Standard shall to the extent
    possible represent a unique international
    solution, but where justified may present options
    to accommodate differences
  • The commitment to participate in the development
    of and the feasibility of preparing International
    Standards shall be demonstrated at the outset of
    a standards development project.
  • Preference shall be given to preparing
    performance rather than prescriptive standards.
  • An IS may pass through an evolutionary process,
    with the ultimate objective being to publish, at
    a later point, an International Standard that
    presents one unique international solution in all
    of its provisions.

12
GUIDELINES FOR GLOBAL RELEVANCE
  • Essential differences consistent with Annex 3 to
    the WTO Agreement on Technical Barriers to Trade
    can be included in International Standards, but
    specific rules shall be applied if a committee
    wishes to introduce such differences and special
    authorization needs to be given by the TMB in
    instances not covered by these rules.
  • Committees can only ensure the global relevance
    of the International Standards they produce if
    they are aware of all the factors that may affect
    a particular standard's global relevance.

13
ISO MEMBERS
  • Strong national membership base
  • Ensures adequate consensus
  • Dissemination of deliverables
  • Market feedback for their maintenance
  • Market need for new developments

14
MEMBERSHIP MEANS
  • One country, one vote
  • Equal footing for all countries
  • Right to join any technical committee or policy
    committee of commercial/technical interest
  • Voting rights on all standards
  • Access to global community of technical experts

15
MEMBERS OF ISO
  • Bureau of Indian Standards (BIS)
  • British Standards Institute (BSI)
  • Association française de normalisation (AFNOR)
  • Qatar Standards (QS)
  • Standards Norway (SN)
  • Associação Brasileira de Normas Técnicas (ABNT)
  • American National Standards Institute (ANSI)
    but not ASME, API, ASTM

16
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17
DISCUSSION TOPICS
  • International Standards Organizations
  • Directives and Protocols
  • Technical Committees
  • ISO TC67

18
ISO/IEC STANDARDS
Consensus-based Market driven Technically
current Internationally expertise Voluntary, not
mandated Meet requirements of WTO Technical
Barriers to Trade
  • Consensus-based
  • Market driven
  • Technically current
  • Internationally expertise
  • Voluntary, not mandated
  • Meet requirements of WTO Technical Barriers to
    Trade

19
ISO/IEC DIRECTIVES PART 1
  • Consolidation of policies and procedures relevant
    to the technical work of ISO Technical
    Committees.
  • Are included
  • Organisational structure
  • Project Management
  • Consensus and Voting

20
ISO/IEC DIRECTIVES PART 2
  • Consolidation of Editorial policies and
    procedures relevant to the drafting of all ISO
    deliverables
  • Are included
  • Requirements
  • Normative vs. Informative clauses
  • Document structure (in line with the ISO
    Template)
  • Reference material listings
  • Graphics and Vocabulary rules

21
STANDARDS SELECTION CRITERIA
  • Market relevanceExpectations 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.

22
STANDARDS DEVELOPMENT
  • PROJECT STAGES
  • 0. Preliminary stage
  • 1. Proposal stage
  • 2. Preparatory stage
  • 3. Committee stage
  • 4. Enquiry stage
  • 5. Approval stage
  • 6. Publication stage

23
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24
SUMMARY OF THREE TRACK OPTIONS
Project registered (AWI)
Publication
WD
CD
DIS
FDIS
Stage
0
6
18
24
Accelerated
-
-
-
0
12
24
30
36
Default
48
-
0
12
24
42
Extended
Target dates (months)
  • Committee secretariat to manage target stage-date
    flexibility
  • Possibility to register NWIs or downgrade active
    projects as PWIs

25
ISO 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)

26
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 public
  • Source ISO/IEC Guide 21996 (combination of
    definitions 3.2 3.2.1.1)

27
TECHNICAL SPECIFICATION (TS)
  • normative
  • document addressing work
  • still under technical development, or
  • where for any other reason there is the future,
    but not immediate, possibility of agreement on an
    International Standard
  • as a fallback solution where the required support
    or consensus cannot be obtained for approval as
    an International Standard

28
PUBLICLY AVAILABLE SPECIFICAITON (PAS)
  • normative
  • A document representing the consensus within a WG
  • NOTE Competing PAS offering different technical
    solutions are possible provided that they do not
    conflict with existing International Standards.
    (A TC/SC may decide to revise an ISO standard to
    allow conflicting PAS.)
  • Example ISO/PAS 18873 International protocol for
    doping control

29
TECHNICAL REPORT (TR)
  • informative
  • document containing information of a different
    kind from that normally published in a normative
    document
  • NOTE 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

30
INTERNATIONAL WORKSHOP 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

31
GUIDES
  • informative
  • document giving orientation, advice or
    recommendations on non-normative matters relating
    to international standardization   
  • NOTE 1 Guides may address issues of interest to
    all users of International Standards
  • NOTE 2 Guides are not prepared by technical
    committees or subcommittees, but by policy
    committees or directly or indirectly by the TMB

32
COMPARISON OF ISO DELIVERABLES
33
ISO/IEC GUIDE 21 ADOPTION OF ISO DELIVERABLES
  • The adoption of an International Standard is
    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.  

34
DISCUSSION TOPICS
  • International Standards Organizations
  • Directives and Protocols
  • Technical Committees
  • ISO TC67

35
TECHNICAL COMMITTEES
  • Concept initiated by national body, TC or policy
    committee seeking to codify knowledge about a
    subject
  • Form for Proposal for Work in new technical
    discipline
  • Formed by Technical Management Board
  • Sent to ballot with 2/3 majority approval
    required and 5 P members
  • Chairman approved by TMB

36
DISTRIBUTION OF ISO 193 TCs
37
AND IN THE ENERGY SECTOR
  • ISO technical committees cover many energy (and
    related) sectors including
  • TC 27 Coal
  • TC 28 Petroleum Products
  • TC 67 Materials, equipment offshore
    structures for the PPNGI
  • TC 85 Nuclear energy
  • TC 180 Solar energy
  • TC 193 Natural gas
  • TC 197 Hydrogen energy
  • TC 203 Technical energy

38
TCs OF PRIMARY INTEREST TO OIL AND GAS COMPANIES
  • TC28 Petroleum products and lubricants
  • TC67 Materials, equipment and offshore
    structures for petroleum, petrochemical and
    natural gas industries
  • TC193 Natural gas

39
ISO/TC28 Petroleum Products and 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 based lubricants and
    hydraulic fluids.
  • Participating countries 28
  • Observing countries 52
  • Published standards - 233

40
ISO/TC193 Natural gas
  • Secretariat NEN
  • Created - 1988
  • Scope Standardization of terminology, quality
    specifications, methods of measurement, sampling,
    analysis and test for natural gas and natural gas
    substitutes (gaseous fuel), in all its facets
    from production to delivery to all possible end
    users across national boundaries.
  • Participating countries 22
  • Observing countries 28
  • Published standards - 46

41
ISO/TC67 Materials, equipment and offshore
structures for petroleum, petrochemical 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, transport by pipelines and
    processing of liquid and gaseous hydrocarbons
    within the petroleum, petrochemical and natural
    gas industries.
  • Excluded aspects of offshore structures subject
    to IMO regulations (TC8 Ships and marine
    technology)
  • Participating countries 28
  • Observing countries 28
  • Standards published - 135

42
DISCUSSION TOPICS
  • International Standards Organizations
  • Directives and Protocols
  • Technical Committees
  • ISO TC67

43
ISO/TC67
  • Materials, equipment and offshore structures for
    petroleum, petrochemical and natural gas
    industries

44
ISO/TC67 PARTICIPATING P MEMBER 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, South Africa,
    Spain, Ukraine, United Kingdom, United States,
    Venezuela

45
TC67 OBSERVING O MEMBER COUNTRIES
  • 28 countries
  • Australia, Austria, Azerbaijan, Belgium,
    Bulgaria, Colombia, Croatia, Cuba, Czech
    Republic, 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

46
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47
ISO/TC67 IN BRIEF
  • Six subcommittees
  • Six working groups (directly reporting to TC)
  • Management Committee
  • Technical experts estimated 1200 persons
  • Work program 170 standards

48
ANNUAL PUBLICATION RATE
  • 19952
  • 19964
  • 19970
  • 19982
  • 199911
  • 200022
  • 200120
  • 200217
  • 200322
  • 200416
  • 200512
  • 2006 14
  • 2007 target 16
  • TOTAL 142

49
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50
REASONS 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 global
    participation

51
ISO/TC67 CHALLENGES
  • Resources time and people
  • Global technical experts
  • Expense for meetings
  • Management understanding of standardization
    process
  • Complexity and size of standards

52
SMALL COMMERCIAL
  • MORE ABOUT ISO/TC67
  • Friday, 27 April 2007
  • The Imperial Hotel
  • Standards Workshop

53
Thank You
  • AND QUESTIONS ?
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