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 TECHNICAL PROGRAM MANAGER

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

ISO, IEC, ITU

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

COMPARISON
ITU YEAR ORGANIZED MEMBERS TECHNICAL COMMITTEES STANDARDS PUBLISHED
Data at end of 2006

IEC 1906 142 178

ISO 1947 158 193

1865 191 3 divisions 3 000

5 613

16 455

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

ISO ORGANIZATION

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

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

ISO STRATEGIC PLAN 20052005-2010

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

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.

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.

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

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

MEMBERS 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 not ASME, API, ASTM

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

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

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

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

STANDARDS SELECTION CRITERIA

Market relevance Expectations from industry and other stakeholders must be taken into account. Priority There should be a clear understanding at what point in time the International Standard will be needed by the market. Resources The identification of a project champion and a clear commitment from stakeholders that they are prepared to allocate the resources for meeting the selected timeframe.

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

STAGE

SUB-STAGE 00 20 60 90 DECISION 92 Repeat an earlier phase 93 Repeat current phase 98 Abandon 99 Proceed

Registration

Start of main action

Completion of main action

00 Preliminary Stage 10 Proposal Stage 20 Preparatory Stage

00.00 Proposal for new project received 10.00 Proposal for new project registered 20.00 New Project (NP) registered in TC/SC work programme

00.20 Proposal for new project under review 10.20 New project ballot initiated 20.20 Working draft (WD) study initiated

00.60 Review summary circulated 10.60 Voting summary circulated 20.60 Comments summary circulated 10.92 Proposal returned to submitter for further definition

00.98 Proposal for new project abandoned 10.98 New project rejected

00.99 Approval to ballot proposal for new project 10.99 New project approved

20.98 Project Deleted

20.99 WD approved for registration as CD

30 Committee Stage 40 Enquiry Stage 50 Approval Stage

30.00 Committee draft (CD) registered 40.00 DIS registered

30.20 CD study/ballot initiated: 3 months 40.20 DIS ballot initiated: 5 months

30.60 Comments/ Voting summary circulated 40.60 Voting summary dispatched 50.60 Voting summary dispatched. Proof returned by secretariat.

30.92 CD referred back to Working Group 40.92 Full report circulated: DIS referred back to TC or SC 50.92 FDIS referred back to TC or SC 40.93 Full report circulated: decision for new DIS ballot

30.98 Project Deleted 40.98 Project deleted 50.98 Project deleted

30.99 CD approved for registration as DIS 40.99 Full report circulated: DIS approved for registration as FDIS 50.99 FDIS approved for publication

50.00 FDIS registered for formal approval

50.20 FDIS ballot initiated: 2 months. Proof sent to secretariat

60 Publication Stage 90 Review Stage

60.00 International Standard under publication 90.20 International Standard under periodical review

60.60 International Standard published 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 Withdrawal stage

95.20 Withdrawal ballot initiated

95.60 Voting summary dispatched

95.92 Decision not to withdraw International Standard

95.99 Withdrawal of International Standard

SUMMARY OF THREE TRACK OPTIONS

Project registered (AWI) Stage WD Publication CD DIS FDIS

Accelerated Default Extended

0 0 0

12 12

6 24 24

18 30 42

24 36 48

Target dates (months)

Committee secretariat to manage target stage-date flexibility Possibility to register NWIs or downgrade active projects as PWIs

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)

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 2:1996 (combination of definitions 3.2 & 3.2.1.1)

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

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

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

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

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

COMPARISON OF ISO DELIVERABLES

Stages
Proposal Acceptance criteria: Preparatory Acceptance criteria: Committee Acceptance criteria: Enquiry Acceptance criteria: Approval Acceptance criteria: Publication Review

ISO Standard
y 5 P-members participating Simple majority of the P-members in the committee y Draft accepted for Committee stage y Consensus or support of 2/3 majority of the P-members voting y 2/3 majority of the P-members voting Less than 1/4 of negative votes y 2/3 majority of the P-members voting Less than 1/4 of negative votes y y 5 years

ISO/TS
y 5 P-members participating Simple majority of the P-members in the committee y Draft accepted for Committee stage y Consensus or support of 2/3 majority of the P-members voting

ISO/PAS
y 5 P-members participating Simple majority of the P-members in the committee y Simple majority of P-members of the committee

ISO Amendment
y 5 P-members participating Simple majority of the P-members in the committee y Draft accepted for Committee stage y Consensus or support of 2/3 majority of the P-members voting y 2/3 majority of the P-members voting Less than 1/4 of negative votes y 2/3 majority of the P-members voting Less than 1/4 of negative votes y y 5 years Incorporated in ISO

ISO Technical Corrigendum

ISO/TR

ISO/IWA

Secretariat and Chair (+ P-members if necessary)

y Draft accepted for Committee stage y Simple majority of P-members of the committee Rules decided by worshop itself

y y 3 years 6 years max.

y y 3 years 6 years max.

y y Incorporated in ISO

y y 3 years 6 years max.

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.

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

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

DISTRIBUTION OF ISO 193 TCs

1% 2% 25% 9% 4%
Generalities, infra-structures and sciences Health, safety and environment Engineering technologies Electronics, information technology and telecommunications Transportation and distribution of goods Agriculture and food technologies

6% 11% 16%

26%

Material technologies Construction Special technolgies

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

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

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

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

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

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

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

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

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

TC67 COUNTRY M EM BERS

Participating M embers Observing M embers

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

ANNUAL 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

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

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

SMALL COMMERCIAL

MORE ABOUT ISO/TC67 Friday, 27 April 2007 The Imperial Hotel Standards Workshop

Thank You
AND QUESTIONS ?