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INTERNATIONAL STANDARDS AWARENESS

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

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INTERNATIONAL STANDARDS AWARENESS

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

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

  18. 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

  19. 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

  20. 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.

  21. 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

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

  23. 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)

  24. 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)

  25. 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

  26. 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

  27. 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

  28. 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

  29. 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

  30. COMPARISON OF ISO DELIVERABLES

  31. 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.”  

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

  33. 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

  34. DISTRIBUTION OF ISO 193 TCs

  35. …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

  36. TCs OF PRIMARY INTEREST TOOIL AND GAS COMPANIES • TC28 – “Petroleum products and lubricants” • TC67 – “Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industries” • TC193 – “Natural gas”

  37. 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

  38. 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

  39. 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

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

  41. ISO/TC67 “Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industries”

  42. 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

  43. 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

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

  45. 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 ANNUAL PUBLICATION RATE

  46. 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

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