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Disclosure to Promote the Right To Information

Whereas the Parliament of India has set out to provide a practical regime of right to
information for citizens to secure access to information under the control of public authorities,
in order to promote transparency and accountability in the working of every public authority,
and whereas the attached publication of the Bureau of Indian Standards is of particular interest
to the public, particularly disadvantaged communities and those engaged in the pursuit of
education and knowledge, the attached public safety standard is made available to promote the
timely dissemination of this information in an accurate manner to the public.
1 +, 1 +

01 ' 5

The Right to Information, The Right to Live

Step Out From the Old to the New

Mazdoor Kisan Shakti Sangathan

Jawaharlal Nehru

IS/ISO/IEC GUIDE 76 (2008): Development of service

standards - Recommendations for addressing consumer issues
[PGD 7: Industrial Engineering]

! $ ' +-
Satyanarayan Gangaram Pitroda

Invent a New India Using Knowledge

! > 0 B


Knowledge is such a treasure which cannot be stolen

ISIISO/IEC Guide 76 : 2008




J11 ~ chi Cf)l ~ ~ -

if fi~~I't)I {

~ qrir


"31TJOi I'=hi I J11 J1 nil'

~ 3R~ifill 'i


Indian Standard


ICS 03 0H00 1


1315 20 0 9

NEW DELH I 11000;-'
June 2009


Price Group 11

National Mirror Committee of COPOLCO. SPCAD 0 1

n il'; In rj k1' 1 Standard wruch IS identical with ISO/IEC Guide 76 : 2008 'D evelopment of ser vice stan dards n ecornmencJat lon s for add ressing co nsume r Issues' issu ed by the Inte rnat io na l Organization fo r
Standar(jlzatlorlI ISO ) and International Electrotechnical Comm ission (IEC) jointly was adopted by the Bureau
of Indian Standards on the recommendation of the National Mir ror Comm itte e of COPOLCO and approval of
the Director General. Burea u of Indian Standards under Rule 8(3)C of BIS Rules, 1987.

The text of ISO!IEC Standard has been approved as suitable for publ icat ion as an Ind ian Standa rd without
deviations. Certain conventions are. however. not identical to those used in Indian Standards. Attention is
parncutarty drawn to the following:
a) Wherever the words 'International Standard ' appear referring to this standard , they should be read
as 'Indran Standard'.
b) Comma (.) has been used as a decimal marker in the International Standard while in Indian Standards.
the current practice IS to use a point (.) as the decimal ma rker.

IsnSOIlEC Guide 76 : 2008

Indian Standard



This GUide provides general gUidance on the Issues to be considered In standards for services On the basrs
of this gUidance, detailed standards can be prepared for any service This GUide provides a checklist (see
Clause 9) which can be used by consumer representaltves and others partiCipating in the process of
standards development Use of the checklist enables full consideranon to be given to all matters of consumer
Interest. including the needs of children , older persons, persons with drsabihnes and those from different
ethnic and cultural herrtages
This Guide IS relevant to the full range of services, whether or not a formal contract IS entered Into or purchase
pnce paid, but It also has relevance for public or charrtable services In which there IS a consumer, a user or a
participant. but not necessanly a purchase , e g education, health and care orovision

Normative references

The follOWing referenced documents are Indispensable for the apphcation of thiS document For dated
references, only the edmon Cited applies For undated references, the latest edition of the referenced
document (including any amendments) applies
ISO 9000. Quality management systems -

Fundamentals and vocabulary

Terms and definitions

For the purposes of ttus document. the terms and definitions given


ISO 9000 and the follOWlng apply

result of at least one activity. necessanly perfonmed at thf! Interface between the suppher and customer. that IS
generally Intangible

Examples of possible servces are given


Annex A

In ISO 9000 'product" IS defined as the 'resul1 of a process' that encompasses four genenc procIuet
categones [services (e 9 transport), software (e 9 computer program, dlCtlonary) . hardWare (e 9 engtne ~ part)
and processed matenats (e g tubocantj] and that indicates tl:lat the product category used bated on the <klmll'lant
element A service can therefore "'clude the deilvery of software, hardware and processed matenals For the purposes of
tms GUIde a separate def",'hon of ' service' IS gIven here

IsnSO/lEC Guide 76 : 2008

products excluding services
Software, hardware and processed materials , e.g. domestic appliance! , home care articles, food .


In ISO 9000, "product" is defined as the "result of a process" that encompasses four generic product
categories [services (e.g. transport), software (e.g. computer program, dictionary), hardware (e.g. engine mechanical part)
and processed materials (e.g lubricant)) and that indicates that the product category used IS based on the domInant
element. A service can therefore include the delivery of software , hardware and processed materials For the purposes of
this Guide, a separate definition of goods is given here.

service provider
entity that offers one or more services

The entity can be an individual or an organization .


individual member of the general public purchasing or using goods , property or services, for personal, family
or household purposes

Adapted from the ISOIIEe Statement on Consumer pBlticipation in standardization worlc1 2111 .

organization or person that receives a product

Consumer , client, end-user, retainer, beneficiary or purchaser.


For the purposes of this Guide, use of the term "customer" includes potential customers in the reference .


Adapted from ISO 9000.

customer satisfaction
customer's perception of the degree to which the customer's requirements have been fulfilled
Customer complaints are a common indicator of low customer satisfaction but their absence does not
necessarily imply high customer satisfaction .
Even when customer requirements have been agreed to with the customer and fulfiUed, this does not
necessarily ensure high customer satisfaction.

Adapted from ISO 9000.


person who uses the service(s) of the service provider

problem in ~y function or structur~ such as a significant deviation or loss which can be temporary due, for
example, to InJUry, or permanent, slight or severe and can fluctuate over time in particular deterioration due
to ageing

(ISOIlEe Guide 71:2001,3.4)

Isnsonec Guide 76 : 2008

agreement by which one or more parties are obligated towards one or several other parties to provide a

code of conduct
customer promise(s) made by an organization, and related provisions
The promise(s) are used by the organization for the purpose of maintaining and enhancing customer
satisfaction (3.6) and relate to the organization's products or the interaction of the organization with its existing or
potential customers.

See also ISO 10001 on guidelines for codes of conduct for organ~ations.

customer service
interaction of an organization with the customer throughout the phases of service provision

Adapted from ISO 10002 .

action of providing a service

extent to which a service can be used by specified users to achieve specified goals with effectiveness,
efficiency and satisfaction in a specified context of use
[ISOIIEC Guide 71 :2001, 3.7]

assislive technology
assistive device
piece of equipment, product system , hardware, software or service that is used to increase, maintain or
improve functional capab ilities of individuals with disabilities
This can be acqUired commercially off-the-shelf, modified or customized. The term indudes technical aids for
persons with disab~ities . Assistive devices do not eliminate an impairment but may lessen the difficUlty an individual has in
carry ing out a task or activity in specific environments.

[ISOIIEC Guide 71:2001, 3.3]

alternative fonnat
different presentation which can make services accessible by the use of another movement or sensory ability

Adapted from isonsc Guide 71.

expression of dissatisfaction made to an organization, related to its products, or the complaints-handling
process itself, where a response or resolution is explicitly or implicitly expected
[ISO 10002:2004, 3.2]

ISIISOIIEC Guide 76: 2008

person, organization or its representatIVe, making a complaint

(ISO 10002:2004, 3.1)

h dl'
opinions, cOmmentsand expressions of interest in the service or the complaints- an Ing process

Adaplled from ISO 10002 and from ISO/IEG GUIde 51 .


. .
precaution taken to prevent or reduce the impact of a failure in some aspect 0 f service


Key consumer principles

4.1 General
Sefvices cover a wide range of activities (see Annex A). The common features are a service provided by a
commercial, publIC or private organization , for which claims are made, products or assistance are delivered ,
an Of'ganizatlOO on whose Quality of provision consumers rely, often without individual or immediate means to
judge this. The key consumer principles, as described in subclauses 4.2 to 4.10, should be taken into account.

4.2 Information
Information and its communication playa crucial role in the selection , provision and effective use of services
because. unl*e products such as shoes and food, there are less tangible elements to assist the consumer In
gaugflg quality , fitness for purpose , value for money, etc. Communication of information . especially pnor to
contract SIgnature. and the manner of doing it (including the attitude of staff) is a fundamental consideration .
The role of communication at every step in the decision-making process is illustrated in Figure 1.


Acceu and fairness

Access to services is a function of consumers' ability to afford the things they need or wan t. and of the
availability of these things to all consumers regardless of location, social and economic considerations and
ptly$lCal or mental impairment Thus. to be credible . the interests of the full range of consumers (from children
to older persons . with different cultural and ethnic backgrounds and with all variations in abilities) should be
acknowtedged and included from the outset in the development of relevant standards . In maintaining the
pnnople of fairness. standards should ensure that services do not unreasonably discnm inate against any
part1cu1ar group of consumers



Promoting consumer choice IS fundamental to consumer policy . In standardization, this means that a standard
should noc favour anyone particular supplier or be unnecessarily restrictive of the form of service provis ion .
Various characteristICs of a service WIll be balanced with the need to maintain value for money and a
competitive rnRet.

4.5 safety..cl security

The safety (including hygiene and physical safety) and security (inclUding financial secur ity and privacy)
afforded by serw::es are key prlOl'ities, with a particular emphasis on protecting vulnerable people . e 9
children . older per$OO$, persons with disabilities or persons disadvantaged through poverty or an inability
(perhaps due to language) to access relevant Information and assistance .


I8nSOIIEC Guide 76 : 2008



cuo- i







----- -- _ ._-- - - -- - _._._ ._-_._.....

Figure 1 - Service elements and role of communication at all


.uges of rvlce provision


Quality is the extent to which the charactensllcs of a service fulfil the requirements Therefore . quality
encompasses the many other intangible features that contnbu1e to "good" service These tnclude fadors
already considered in subclauses 42 to 4 5. such as access to helpfu l and accurate tnformattOfl. g()O(j
customer handling and timely prows-on , but also factors WIthin a framework of environmental Impact
assessment and sustamable development. such as sustainable use of resource s and the abIlity to reycIe
Ease of use is a quality feature for the genera l populace . but also an access factor for those with some form of
impairment Quality and value for money. as well as safety . are central Issues for consumers



Consumers need to feel confident of service delivery and of the fact tnat . s,hould something go wrong . there
are appropnate orovis rons In place to handle any concerns or ciauns . uresoecnve of whether the servtce IS
provded nahonally or from another country

ISIISOIIEC Guide 76 : 2008


Environmental issues

Emllronmental considerat ions are of increasing importance to consumers and may affect their dec isionmaking. Faclors Include promoUng respect for the natural and human anvirooment through reduction of waste ,
odours, noise and visual pollution, and conservation of the physica l, cultural and human hentage

4.9 Representation
Standards development organizations should ensure that consumers are represented in all technical
committees or working groups where the subject matter has an effect on consu~ers . If this IS not feasible ,
they should use other ways to ensure that consumer interests are taken Into acc.ount, e.g. through
consultation Where appropriate. the standards themselves should make provrsion for consumer
representalion. eg through consultat ion when developing new services .

4.10 Compliance with laws and regulations

Service providers should ensure compliance and proper consideration of appl icable s.tatutory and regulatory
requirements. from the earliest plann ing and design stages of the service to service delivery and redress.

Using this Guide


This Guide provides an overv iew on how consumer interests should be identified and taken into
account in the development of standards for services . Standards include international. regional and national
standards, as well as sectoral and organizational or company standards. This Guide indicates the areas In
which detailed requirements may be drawn up for particular sector -specific standards .


The documents listed below should all form part of the toolkit for the standards developer.


The ISOIIEC Policy Statement. Addressing the needs of older persons and peopte with disabilities in
standardizatIon worlcI2.1. and the complementary guide, ISOIlEe Guide 71, provide standards developers
and others WIth a systematic approach to addressing ageing and disability issues in the writing and
reviSIOn of Intemational Standards. These documents also help Techn ical Committees to evaluate how
they are addressing such Issues in their Work Programmes.


ISOIIEC Guide 51 provides guidance on ~neral safely considerations . ISOIIEC Guide 50 provides more
speCifIC guidelines for child safety


Detailed gUidance on specific aspects of service delivery. such as the internationally agreed criteria for
customer satisfaction gIVen in ISO 10001. ISO 10002 and ISO 10003, constitutes useful guidance on
global customer care .

ISO 10001 proVIdes gUIdelines on codes of conduct. ISO 10002 provides guidelines on complaints
handling . ISO 10003 proV1des guidelines on extemalcustomer dispute resolution.

5.3 Clause 6 outlines a process which standards developers may use to address the key areas of
consumer Interest. including the needs of older persons and persons with disabilities .
5.4 Clause 7 identifIeS the key consumer questions that may be asked when selecting, purchasing or
tlflga9ng with a service. and indicates the link wi1h the various "service elements' listed in Table 1.
The service elements . identified from the key consumer questions. may be considered when developing
orgarnzatlonal Of company standards. or sector-specific standards. Within each service element, there are a
number of "topic areas' Clause 8 describes the various topic areas for each service element. Taking all topic
areas Into account should ensu re that consumers' needs art! addressed when developing a standard . In the
of any service . there may be a sequence of phases in the provision of the service . all involving
Interaetiorl between the service provider and customer .


See Figure2 for an example related to a sporting event: ltIis figure also shows that there can be associated

support aetMbn

IsnSOllEC Guide 76 : 2008

In Clause 9. Tables 2 to 6 provide checklists of the tope areas Identified in Clause 8 as a QUICk way of
enabling standards developers to ensure that all relevant aspects are covered
5.7 Annex B Illustrates how different service elements may assume greater or lesser S1gnrfJcanc:e when thIS
systematic checklist approach IS used to develop standards In very different sennce sectors (i e half care
providers, hotels and life Insurance)


Annex B gives examples rather than exhaustrve lists of all necessary requIrements lor each of !hew MtVIOeI

The Bibliography provides a list of sources thai standards developers can use to Invesltgate more
detailed and specific quidance matenats! '
h developing a new service standard . the expectation should be to identify the critena required to
ensure best practice, regardless of the size or location of the service provider However. the more complex the
service . the more opnonat features there may be to consider . To facilitate the use of standards by even the
smallest orqanizatron, it is recommended that issues of overriding importance for the particular servICe berng
standardized should be identified by means of checklists. from which should be formulated a set of the key
cntena With which a small organization should comply Ttus may be included as an annex (e g Annex A of
ISO 10002 2004)

Figure 2 Illustrates the provrsion of services by a protessionat soccer dub . where the spectator IS the
customer 2 ) Several services may be offered dUring each phase of the expenence For example. dunng half
time . music may be played . spectators may buy a drink or snack . or go to the touet Support actlVlltes Include
other prOVISIon for the same customers . but not directly related to the match . e g seiling dub artICles or
Issuing a magazine All of these actrvmes need to be planned for and done well If the resulting servICe IS to
prov ide customer sanstaction

1) The BIbliography IS not exhaustIVe Users are encouraged to checIc for current updates and future publlCl1bo1lS and
IOYeshgatewebslles for further malenal


Based on -'SO 9000 scores ,n profesSIOnal soccer - but who IS the cuSlomer?11 7j

. ISIISQIIEC Guide 76 : 2008



Service delivery

Support activities.
e.g. selling dub articles


Post-service delivery

Figurw 2 - Eumpte of phases in provision of servlc:e (professional soccer)

Taking account of consumer Issues when developing standards

Committees may find the process 3) outlined in Figure 3 helpful in ensuring that key consumer issues are
identified and addressed when developing a new service standard or at each revision of an existing one . The
process reads from left to right. with guidance on achieving each objective provided in the columns


Based on PfOO8SS deIcribed in ISOOEC Guide 71 .

ISIISOIIEC Guide 76 : 2008

Define standards

Ensure committee
is well equipped

Develop content
of standard





Use this and other

Guides to help



purpose, scope
and field of
application of

presence of
on committee

particular needs
and concems of

standard can be
reproduced In
alIerna ltve

providers and
users of service

has balanced
from service
providers, users
and others with
general interest

ways of removing
hazards (safety ,
security and
financial) through
new or enhanced

In standard have
been assessed .
e 9 by consumer

satisfaction with
service (prioritize
key consumer
accessibility of
the service by a
broad range
of customers
between customer
and service
service providers
user groups
user surveys.
focus groups
complaints data
guides and
policies, e.g.
iSO/IEC Guide 50
ISOIIEC Guide 51
ISOIIEC Guide 71

Figure 3 -

traming IS
provided for
members who are
unfamiliar with
the process
of standards
meeting rooms,
etc . accessible
to persons with
data are available
on user issues,
e .g. customer
accident and
incident data

ways of
max imizing
accessrbihty of
service to a broad
range of users ,
incl uding use of
as necessary

language and
of standard IS
acceptable to
the targeted users
01 the service

there IS a plan for

the application,
and promotion of
the standard

draft.s circulated
to a wide range
of stakeholders

ways of ensuring
good customerserv ice provider
relat ionships
ways of
accessibility of
service to a broad
range of users
needs of small
methods for
evaluating !he
service against

Identification of consumer issues at each stage of developing standards for wrvicn

isasosec Guide 76 : 2008


Key consumer questions to address

7.1. When selecting . purchasinq or engaging with a service. consumers may ask a variety of questions at
each of the stages of service prOVISIOn . The development of standards that address such questions is likely to
Increase consumer confidence Customer complaints and survey data should also be examined to ensure that
the requirements In a standard for a service adequately address those areas of dissatisfaction that are of
partICular Importance to consumers
Table 1 Illustrates the sorts of questions consumers may ask and maps them onto service elements that
should be considered when developing any standard for a consumer service. The questions relate to the
serw:e provider or service prior to purchase or engagement, during the contract phase. at the time of service
delivery and after sales or engagement, which may be after the contract term has ended. or when it is
terminated prematurely. The list of questions is not exhaustive; further questions may arise in relation to
partICUlar service sectors, which can be mapped across to service elements in the same way.


The service could be a single event (e.g. attending a music concert, staying at a resort hotel or haVing
operation in hospital) or continuous (e.g. telephone service provision). It may be made up of a single
aetMty or include several activities. as illustrated in Figure 2. Examples of possible services are given in
Annex A.


Table 1 - Key questions consumers may ask and the service element to which they relate
Consumer questions

questions about the service provider and service

Do I lr~t !he 5eN1C8 proVIder?

Service etement

Need for ~tronl InloonabOn about !he hone$ty. ontegnty. reputation. solvency.

rehablloty. good qua~ty lel'VlCe, etc

Service provider

InformatlOfl may come dlf&Ct from the service provider, Including through 8Ssociation
of br8Ild names andbr use of cooes pertalmng to customer service. tt may also come
from tn.rc1 parties, sucnas consumers and other organizations. which rate sefVICfJs,
and ce,1tfrcabon bodies, wtJlCh do conformIty assessments.
Am I etl9'ble tor the lerVlce?

Some se""ces are open 10 all Others reqUIffJ qualification. e 9 age or skills

Do ll'la~ enoughIntormaoon from me serviceproVIder about the service to

allow me to millie the nghl d8ClSlOn , In terms of poce, value for money. options


available . etc?

Can I understand the informatIOn . use It eaSily, and IS there enough but not too
Are there any aspects about the service prOVider or me service that may affect
my deOSlOn')
e 9 envoronmen/al. flea lin and safety. sooe! aspectsAmpacfs of the organization or
Inti se rvICe responSlb,lIty

Are tI'Ie orgilnlZilt,on and Its personnel cowteous and helpful to me?

Is If easy tor me to contact !he organaabon?

Service provider


e 9 oMceopentng flours . -o$lte. freephone helplme number, e-mail access, ele.

Sel'VlC8 environment

Does !he o~naal1On take Into account my speclllc needs ancllimitabons?


g oJdfI' persons persor.s WIth d'sab<lJtlfts youlhs, different cutrures and languages


Service environment

IsnSOIlEC Guide 76 : 2008

Table 1 (contmued)
Consumer questions

ServIce element

Questions about the purchase or engagement stage of service

Do I understand the contract (or Implied contract)?



Does the contract g ive me enough information to make an Informed deCISIon?

e g rights and obligations of buyer. sener and any third party clearly spelled out
standardized format cancel/a/IOn nght


Can I see clearly what the service w,lI gIve me?



Am I able to tnai tne serv ice?

ServIce enVIronment

13 Do I have a choice of d,Herenttypes or levels of service and . ,f so . '5 thIS m~e Delivery

SeMce enVIronment


14 . Are there dIfferent ways I can pay and IS thIS made Clear?


e g payments through Internet. deductIons from bank account

Servtee enVIronment

Questions about service delivery

15 Am I getting what I expected . when I expected 'I . In the way I expecte<l.I. and of Delivery
the quality expected?

SeI'VlCe outcomea


16 Is ttole service being prOVIded safely r~pectlng my provacy. lakIng accounl of Deltvery
envuonmentat rssues . and WIthout detnment to health or the enwonment?
Set'VICb outcomes
If not. how do I get assistance?
e 9 helplmes
SeI'VlCe enVIronment

17 Is the service being provided ,n a courteous . knowledgeable . fnendIy 1Nl'lnef' Personnel

and with an appropriate atbtude?


Questions about after......,post.ngagement service


How do I complain and is there a cnoice of ways of dOIng so?



19 . Is my campla."t handled promptly . courteously and knowledgeably. wtlether the Personnel

service IS provided nahonaly Of from another country?
20 . Can I get someone Independent to consider my complaint If the orgenlZMlon Personnel
doesn't sort things out?

21. Are emergency servICeS avaIlable If needed?



ISIISOIIEC Guide 76 : 2008

Detailed consideration of service elements and related topic areas

8.1 General
The service elemenls idenli fled in Clause 7 relate 10 Ihe parties involved in service delivery (provider , supplier,
personnel and customer) . lhe slages of provision (contract, billing and delivery) and related aspects, which
may be of equal importance (service environment, equipment, outcome and safeguards). The communication
of information is a key aspect of service prov ision from the consumer's perspective, at all stages of service
delivery Communication is also of great im portance with in Ihe organization providing a service and between
the service provider and its suppliers Figure 1 illustrates the impo rtance of communication at all stages of
service engagement and del ivery . Within each service element, there are a number of topic areas to consider,
whICh are delailed in subclauses 8.2 to 8 14. The importance of the various lopic areas will depend on the
sector for which the standard is being developed. Clause 9 presents the inform ation from subclauses 8 .2 10
8 14 In lhe form of checklists. with prompts for ease of use by standards developers.

Service provider


8.2.1 General
The service provider may provide one or more of a range of services. These may include
expert advice or support (e g legal advice or financrat services).
the selhng of Intangible products (e.g Insurance),
tralOlOg or education (e.g language schools or instruction in sports, or other physical activities),
accommodation and entertainment (e.g. hotel, restaurant or thealre),
organtzed and gUIded achVlhes (part icularly connected wilh tourism) ,

hire of equipment (e g toots , premises, such as Iening agencies, or intangible products, such as Internet
service providers) . and

care or treatment (e 9 harrdressers or alternative therapists)


Qaq'ity management

Qualtty encompasses many factors that contnbute to ensuring cons istently good serv ice provision . Sectorspeotc serVICe slandards could require adherence to , for example. ISO 9001 (wh ich specifies requirements
for a Qualtly managemenl system thaI can be used for Internal application by organizations, or for certification ,
01 rOI conlraclual purposes) andlol tdenhfy key quahty requirements for thaI sector.


Environmental management

SerVICeS may have enVllonmenlal Impacts In numerous direct and indirect ways. e.g. in the destruction of
lorests 10 provide amemhes fO( tounsts In preVIously undeveloped areas, through increased energy use
related 10 the traosportauon of people or products and in the disposal of waste materials . ISO Guide 64 has
some relevance 10 the provlslOfl of services, many of which indude the provision of goods. Sectoral standards
could requite adherence 10 ISO 14001 0( instead identify key environmental requirements for that sector.
A numt>er 01 Inlernallonal Standards for enVIronmental management eXist Includln9
enw onmenlal dedarahons and lrfe-cYCIe assessments Ii, non-exhausllYe _sl appears in the BIbliography


Standards for

l5nsonEC Guide 76 : 2008


Occupational health and safety management

Most countries have national requ irements and agreements governing some aspects of occupatIOnal hl!allh
and safety management; those applicable will depend on the serw:e for whICh a standard IS being developed
There will often be differences between the legislation prevailing 10 the country In whICh a SeNICe IS contracted
and that in which the activity is undertaken (e.q. when purchaSing holidays) ThIS may directly If'Tlpact on the
consumer (e.q . the length of shift permitted for a coach dnver may have poIentlal safety consequences ) or be
of concern (e.g . an "etrncal" purchaser of services)


Solvency and other financial aspects

Solvency of the supplier is a concern for the purchaser of any service. but particularly where there 15 reliance
on a long-term investment, e.g. a private personal pension . Many countries have natIOnal reqUlremenls and
agreements governing some aspects of financial trading which should be taken Into accounl 10 senlng
requirements in standards , particularly as financial services are an Increasing part of the global market
Liability insurance is one aspect that may be considered.



The integrity of the provider may be governed by professional and organizational codes related partICUlarly 10
that sector. They can include issues such as responsible advertISIng , selling methods or compliance WIth
national requirements and agreements . In addition. service providers are reqUired 10 comply WIth all laws and
regulations that apply to their organ ization
Reference can be made 10 other standards, sector-specific or 0"VanlZat1Ol1al codft. luch 85 ruponltble


See also ISO 10001


The size or resources of an organization may impact on safeguards available for customers Consequennv .
minimum requ irements may need to be considered. either at the orqanuanonal level or through agreements
w ith other service providers, e.g networks of sma" bed and breakfast establishments oPl!"atlng to ensure that
customers may be passed on if circumstances require it


Social responsibility

Social responsibility is a wide area , itself open to interpretation , for whIch international agrel!ments. natlOfla l
requirements and agreements and organizational or sector requirements may eXIst. e g related to the care of
workers or the environment or child labour.


A future Inlemaltonal Standard gMng guidance on sooal responSlbdl1y 'I currently under ~t

Human resources

The number, skill and competence of personnel may impact on safety. security or safeguards Consequently
standards may need to specify the staffing arrangements reqUIred of the service proVIder . e g the m lrnmum
number of staff (induding where th is is determined by the type of service prolllded). the,r competence and the
minimum number of managers per number of employees



Organizations supplying the service provider may themselves have a POSitIVe or negatIVe Impact on the
quality of service ultimately provided to the customer. There may be a need to specify mimmum requIrements
for the supplier in the same way as for the direct service provider, eg adherence to quality standards
Account may be taken of international agreements. national requirements and agreements . sector ,speClflc
codes and any relevant sector-specific standards (e.g . a tour operator uses airlines which comply WIth naltonal
aircraft safety standards, and a kitchen design firm installs equipment which compileS with product safety and
performance standards) .


Isnsonec Guide 76 : 2008



1.4.1 General
Sectoral standards need to deal principally with personnel, whether employees or volunteers . in direct contact
with customers .



Standards could specify minimum requirements in necessary areas , e.g. a need for personnel in direct contact
wrth customers to be fluent In the language of the target user, or to fully understand and be able to explain the
organization's complaints procedure.

1.4.3 Skills and competencies

The skills required inctude the minimum qualifications and experience necessary to carry out the primary
service task under the personnel's responsibility as well as ancillary competencies, such as communication
skills (particularly where personal care is being delivered) , the flexibility to deal with different types of ability
and understanding amongst customers, or physical fitness , where appropriate .

1.. 4


Professionalism is a requirement of personnel in all phases of delivery, including accountability for actions and
oeosons. courtesy and attention to the needs of the customer and adherence to sector-specific or
orgaOlzalJonal ethical codes . such as the customer 's confidentiality. Poor altitude is a rnaior source of
complaints and IS therefore highlighted separately .



The poliCies and procedures of an orqaruzation or a company should include methods for monitonng
performance and provid ing contmumq profess ional development of staff . Train ing for all sectors should include
commumcanon With customers (altitudes and knowledge of the compla ints process), safety and health
reqUir ements. specrat needs awareness. etc Specific traimng Will relate to the role of personnel and the
service being delivered



The customer may be someone who IS considenng engag ing With a service , the person who purchases the
service Of the user of the service There may be cntena that the customer needs to fulfil to be permitted to
contract or receive the service 10 ensure the safety or secunty of the serv ice user (either the individual
concerned or the group of those engaging) These may Include minimum requirements for age . knowledge or
skills. attitude (e 9 the customer's respect for Iacihties, personnel and other customers) or fitness (e .g . a
person With a heart condition who Wishes to ode a roller coaster) There may need to be specitic provision for
those who . through age . heahh or mental ablhty, are vulnerable users Where Iimitallons are necessary
(e 9 for reasonable reasons of safety) , thiS should be clearly stated .



1.6.1 Clarity and transparency

Not an contracts are wntten : where reliance IS placed on an oral contract. It is even more im portant that other
communications. Including pre-purchase literature, are clear (see 8 .12). Wntten contracts should use simple .
easyle-follow language and I"dude an explanahon of key terms A sector-specific standard could specify
which terms reqUIre explanation BasIC pnnt should be of adequate size and alternative formats (eg . extra
large print, other languages) should be available as reqUired Sectoral standards could provide detail on
appropriate formats 10suit the service being delivered


isasonec Guide 76 : 2008

8.6 .2

Objectivity and fairness

Reference may be made to national recu.rerne nts and agreements regard ing falf contract terms canceuanon
lights . com plete cos longs da ta prote ction , etc Where the service IS one in which a new co ntrac t IS Issuf'd
ea ch year . but where the con sumer may perceive the service as contmumq (e g ca r Insur ance). the conn act
should be requ ired to be explicit on whether and what entitlement to contmumq service exrsts Cons.ceranon
should be given to whether some entitlement to contmumq service IS owed to the consumer In that sector and
whether detailed specification IS necessary


The layout of the contract has an impacl on how easy It IS to follow The location of key mformallon and the
manner In which It IS presented sh ould take account of International . nat ional or sectorspeonc ag reements

8.7 .1

Information related to payment

Invoi ces or statements should be clear on aspects such as whether service charges . taxes . delivery charges .
etc . are Included Where appropnate (e 9 In the context of telephone service. electncuy or gas supply). unit
p ncrnq mtormanon should also be given

8.7 .2

Mode of payment

Modes of payment may include cash. vouchers , deb it or credit card and etectromc lunas transfer The mode of
payment should Include those appropnate lor the service being dehvered , wrth dear IndICations 01 where an
expected method of payment is not available and any surcharges related to particular methods of payment
Consumers may prefer to have a choice of modes of payment


Information sh ould be clear on the lime penod for part or futl payment for the service , prOVISIon lor
mdependent noldlllg of larg e sums (e g a deposit on house purchase) and Inform ation on whether
taxes /qtatumes are to be added There should be provrsron lor on-the -spot sortmq of cornptamts and dear
referen ce to the organization's complaints procedure and the provision made lor exte rna l disp ute resolution

8.8 .1

See also ISO 1CC02

ana ISO 10003

Specification of activities

Sectoral standards should out line the vanous acnvmes that may be consicereo to be part of the serv ice and
any that are requued Items .
8 .8.2


Sectoral standards should cescnne the delivery agreements that may be expected Reference may be made
to adherence to sector-specrtrc ratlllg schemes. such as hotel gradrng schemes



Adhe rence to na tiona l pnvacy and data protection reqUirements shou ld be lll cfu de d


ISJlSOIIEC Guide 76 : 2008



A variety of other standards or applicable statutory or regulatory requirements may be relevant to the issue of
safety e g In relation to the servIce environment. the equipment used or the goods supplied as part of the
particular service being delivered

Health and hygiene

A variety of other standards or applicab le statutory or regulatory requirements may be relevant to the issues of
health and hygiene . eg In relation to the service environment or the goods supplied as part of the particular
service being delivered

Environmental aspects

The conservat ion of the environmental. cultural and human heritage should be cons idered , wh ich may include
waste handling (reduction . recovery or recycling) . reduct ion of odours and noise and visual pollution . There
may be reference to Increasing customer and personnel awareness of respect for the environment.

Code of conduct

ISO 10001 may provide reference on codes of conduct. Consideration should also be given to the
organizational rmssion. values and commitment to quality and any sector -specific codes .

8.8.8 Security
Secunty encompasses the person (e.g adulUchild and leader/group supervision arrangements) . belongings
te 9 faCIlitieS for secure storage of valuables) . Investments, financial information and customer's identity
te 9 restrictions on access to personal data . Internet codes , etc .) The relat ive importance of each of these
Wi ll vary depending on the service being delivered


Service outcome

There should be reference to methods used to establish customer satisfaction, including regular analysis of
complaints data and customer surveys


Continual improvement

Service providers should foresee some type of conlinual im provement Quality management standards
(e 9 ISO 90(4 ) provide for connnuat Improvement Ways of achieving this include analysing complaints.
claims and InCident (or ace-dent) data . as appropriate . and other feedback through surveys of customer
sanstacnoo belOg carried out at regular mtervats, along with ongoing investigation of customer needs and
reqUirements In order to conhnually Improve service provision

8.10 Service environment

1.10.1 General
The enVIronment for servce delivery may be a location (e.g. a salesroom. a workroom. the countryside or the
customer's own home) . or It may be part of a network of locations (e.g. a railway network. an airline terminal
or a passenger vehtde)

8.10.2 Health and safety ~uirements

Complsance with International agreements. standards and national requirements and agreements
(e 9 daylight access In offices. temperature. air quality . provision of lavatories) should be clearly stated Some
SpeCIfIC reqUIrements may be necessary for parncutar service sectors


ISIISOIIEC Guide 71 : 2001

8.10.3 Accessibility
Compliance with relevant statutory and regulatory requirements and agreements (e g the Amencans WIth
Disabilities Act. or the European Mandate M283) and with standards (e.g. ISOIIEC GUtde 71) should be
specified . Particular requirements may be necessary for specific service sectors
8.11 Equipment
8.11.1 Quality and safety requirements
Articles and facilities used in service delivery should be safe and fit for purpose and. where eppropriate,
comply with relevant standards and any national technical requirements (e .g trains in pubIlc transport
services, drills used when fitting kitchens). Requirements may include, for example, m
requirements , safety guards, etc .
Goods supplied as part of a service should also confonn with relevant standards and applICable statutory and
regulatory requirements and agreements. e.g- food hygiene standards
8.11.2 Accessibility
The size and shape of furniture . fixtures and fittings should be suitable for target l.II4n. induding thole who
have special needs. e .q. due to mobility , visual 0( hearing impairment or
(children or older persons)
8.11.3 Other relevant requirements
Requirements may need to be specified for areas in which risk management is necessary A m..menance
specification may also be needed , egoif the service provided includes equipment which should be chedled
regularly, such as playground equipment
8.12 Safeguards
8.12.1 Interruption or alteration to service

Emergency measure.

In the event of an interruption in service or emergency affecting the HNice 01 the safety of users . user.
expect timely information on the nature of the incident. risks imIoIYed. contIlct detIiII. clear instructions and
the time before normal service is resumed and temporary solutions aY8IIabIe. A policy. procedures.
appropriate equipment and access to emergency services for various relev8nt scenarios should be speafied
A sector-specific standard may identify appropriate scenarios and applicable statutory or regulMory
requirements may exist for particular circumstances

Company restructure/merget1rMocation

In the event of a company takeover. merger . relocation or equivalent event which may have an impact on the
consumer (e.g. in relation to access to the service Of potential changes to terms of conditions) . there should
be appropriate measures to advise consumers and to provide for some reasonable continuation of serva and
appropriate time delays before new conditions come into effect .
8.12.2 Liability provision
The organization should carry appropriate insurance of an adequate level. depending on the resources of the
organization . Sectoral standards shoukl identify the particular areas for which insurance may be needed and
minimum levels .


isasoaec Guide 76 : 2008

'.12.3 Guaran. . .
There should be guarantees of reasonable performance provided to the customer, which will ~ de~endent on
being delivered (e.g. the lime within which a train should arnve, or the hour until which a hotel
room should be kept) . Sectoral standards should identify which aspects should be covered and whether
mlmmum requirements are necessary.
the seMce

8.12." Red.....
PrOVISIOn should be made for where there is a failure to deliver the agreed service (e.g. automatic
compensation from an electricity company in the case of an interrupted power supply, or from an airline
operator if a plane is delayed longer than a specified period) . Such commitments may be made in a code of
conduct (see 8.13.7). There should also be clear reference to the organ ization's complaints procedure and the
provision made for external dispute resolution . Reference should be made to ISO 10002.

See also ISO 10001 and ISO 10003 .

8.13 Communication between service provider and customer

'.13.1 General
Communication between the customer and service provider occurs before, dUring and after providing the
service. The information contained in advertising and other pre-engagement literature can be of great
importance , along with details related to agreeing the contract, providing and paying the bill and any follow-up
related to guarantees , maintenance and complaints.

'.13.2 Method
~~::! ~..::.~ itiwld sc:: out Iiltt information and communication technology which may be used
(e.g. face-to-face . Internet . telephone , fax, letter, e-mail) and any specific requirements . Alternative formats
and the opportunity for person-to-person contact should always be available.

' .13.3 Conant

A detailed descriptlOfl of the service to be delivered should be provided, together with any specific
requirements. especially with respect to children. The price, including any taxes or service charges. method of
payment and biB should be outlined. Guarantees available and forms of redress, including the claims and
compfaints-handling policy, aetivity-cancenation policy (e .g. permitted cancellation period) should be clear.
There should also be a requirement for clear contad details for the service provider and infonnation on
aY8IIabtIity of. and access to, third-party references.
The standard should consider layout for forms . terminology, and syntax rules for electronic messages.
Language should be dear. transparent and truthful, taking into account potential special needs of customers
There may also be sector-specific national or international .req uirements. agreements and standards to


ISOIlEe Gutde ,. proVIdes guidance on the provision or information

'.13.4 Frequency of intItraction

F8IIures in communication can lead 10 problems for customers and complaints to the service provider.
Sedofal standards should indicate the key stages at which communication is appropriate or necessary.
reIaIed to the phases of seMce delivery. along with any minimum frequencylinterval criteria. ConSideration
should be given to ~ speed of response . especially where "real-time" communications are possible
(e g . tetephone calls or use of Ihe Internet).


15I1SOIIEC Guide 16: 20Ua

8.13.5 Approachability
Inability to make contact with an organ ization is a potential source of frustration to customers Clear
information should be given on the availability of the organization and appropnate personnel fOf all users
(including location, hours available, average waiting time . cost per calls , media . alternabve formats etc ) and
these should be appropriate to the service being delivered.
8.13.6 Attitude policy
Organizations should have a policy and procedures in relation to customer service . includlllg requllements fOf
courtesy and attention (see also 8.4) .
8.13.7 Code of conduct
Informat ion should be supplied on whether the organization's code of conduct IS publicly avaIlable and . If 50 .
how to access it. It may be possible to identify particular commitments which should be made In sector specific standards
8.13.8 Customer satisfaction measurement
Methods for obtaining feedback appropriate to the service being delivered should be outlined These should
ensure provision for obtaining responses from a wide section of users . includmg those with speoat needs
Wor\( is being considered on guidance on methods IOf measunng and montlonng customer sallslsChon as
part 01 the series of standards prepared by ISOrrG 176.

8.14 Communication within service organization

8.14.1 General
There should be good communication within the service provider organization and between thIS orgamlatlon
and any suppliers.
8.14.2 Method
Sectoral standards should set out the information and communication technology whIch may be used
(e.g. face-to-face , telephone, fax , letter, e-mail) and any specific requIrements AlternatIve formats should
always be available .
8.14.3 Frequency of interaction
Failures in communication can lead to problems for customers and complaints to the servaee provider
Sectoral standards should indicate the key stages at which comrnumcation wlthm an orgaOlzatlOn or between
the organization and its suppliers is appropriate or necessary, related to the phases of servace delivery. along
with any minimum frequency/interval criteria
8.14.4 Shared infonnation
Policies and procedures should cover the amount and quality of the information to be shared between the
service provider and its suppliers or within different departments of the service organization . partICularly In
relation to customer confidentiality. This should include controls on the use of personal data . particularly for
advertising, sale to other organizations. etc .


isnsoaec Guide 76 : 2008



Tables 2 to 6ldentJfy the topiC areas for each service element, as described in Clause 8. The numbering in the
second column of the tables corresponds to the subclauses in Clause 8. which provide more detail on the

Individual toptc areas The third column of each table provides prompts for the information that may be
Incorporated or sought when developing the standard, rather than a detailed description of all possible
relevant mformation Illustration of the relevance of the checklist to three different kinds of service (hair care,
botets and Insurance) is given In Annex

Table 2 - Checklist of topics to consider, related to the service provider

Topic area

Service element

semc. provider

82.2 Quality management

proVIding one or more of the

expert 8dviceISuppotf
(e g. /egallfinanciaJ)

82.4 Occupational health and

safety management

Ifltangible products
(e g. Itlsuranee)

8.2.5 Solvency and other financial


and educatIOn

international agreements; standards; national

requirements and agreements


(a g spott3 instruction )


eg oresponsible advertising
8.2.6 Integrity

professional and organizational codes ; access to

third-party references

orr;amed & guided

8 .2 .7C~ty

size/resources may impact on safeguards available

aclNrts (a.g. tounsm)

s hire


8 2 (I Social


(a g IcttrJng egenaes.
tools hire. lmemet servtee



.n.matJw "...,.,)


international agreements; standards; national

requirements and agreements
financial stability. including liability insurance

(a g hotel. thNtre)

olller standards. e.g. ISO 9001 and ISO 9004;

sector-specific requirements

8.2.3 Environmental management other standards, e .g. ISO 14001

Prompts to be considered in standard



Human resources

International agreements, standards; national

requirements and agreements (eg child labour) ;
organ izational or seclor-specific requ irements
a.g mlnl1Tlum number of staff and their skill and
may impact on safety . security or safeguards

IsnSOIIEC Guide 76 : 2001

Table 3 -

Checklist of topics related to the rvic. provider .upplier. personnel and cuatomer

Service element

Topic a,..a


international agreements . 5tandards. nabona'

requirements and agreements. MClor.$peClfIc or
orgamubOnal code5

may prov ide .


goods supplied as part of

the service

personnel involved m
carrying out the service


e 9 tour operator USM al11'085 ttlat comply wt\tI

national aircraft I8tely standards. kitchen design finn
installs equopment ItIat comphes wt\tI product Hfety
and performance standards

8 4 2 Knowledge

,n required a,..s. e 9 langu~ 01 target customer ,

organiZabon's complall'lts procedure

8 43 Skills and conpetenoes

minimum quallflc8tlOns and expenence nec:esHry.

physical fitness. where appropriate

8.4.4 Attitude

professlOn.hIm 1ft all ph.... 01delNery . Including

.ccounl8bihly for lICtions and dec1&lOfts. courtesy and
attention, confidenbalrty


principally those with direct

contact with customer

Prompts to be ~ In atMdard development

organization or company pollClH and proc:ec1urea.

including monitoring pefformance

84.5 Train ing

e g attitudes , safety. knowledge of COn1Mlltltl process.

special needI -.reness

cnteriIIlll be fuIftIed in onw III be pennIt*I to contract


potential or actual customer

or receive the MMCe. e g age. knowledge or 5k....

etbtude (rasped of facilrtlel, personnel and other
customel'll, rilneu (e .g allergIeIl

may relate to IRty or MCUrI\y 01 MMC8 uMl'

(indMdualand group), conalder ~ ~ (ege,


IsnSOIIEC Guide 76 : 2008

Table 4 - Checklist of topics to consider relateet to the contract, billing and service delivery
5erYic:e element

Topic ....a

Prompts to be considered In standard development

8 6 1 Clanty and transparency

e .g. legibility, alternative formats

8 6 2 OtlteCliVlly and falmess

fair contract terms; cancellation procedure; detailed


863 Format

layout; Iocallon of key information and manner in which

take account of national requirements and agreements

8.7 1 Information related to


whether service charges, taxes , etc. are included

8 72 Mode of payment

payment method, penalties, security issues


lime period for part or full payment; provision for

8 73 ConditlOlls

8 8 1 SpeCIfication of activities

e .g. desctiption of activities to be undertaken, required

items, level of detail

882 TNStwOf1hIll8SS

delivery agreements

88.3 Privacy

data protection requirements: international agreements;

standards; national requirements and Bgreemeftts;
sector-specrfic or organizational codes

884 Safety

other slllndards

885 Huntland hygiene

other slllndards

8 8 6 Enwonmenlll' aspects

conservation of environmental, cultural and humun

herilllge, waste handling (reduction, recovery or
recycling) : reduction of odours, noise and visual
pollution : increasing customer and personnel
awareness of respect for environment

8 8 7 Code of conduct

other standards, e g ISO 10001 , organlzalJonal

miSSIOn, values : commrtment to quality

8 8 8 Securrty

of person (e 9 adult-childlleaderijroup supervision

arrangements). of belong'"9S (facilItieS for secure
storage of valuables): of financIal ,"formabon and
cuslorrJer's ldenhty (restnClions on access to personal
data, Inlernet codes)



lor actMIJN

independent holding of large sums (e.g. deposit on

house purchase): information on whether
taxes/gratuities are to be added

I5nSOllEC Gutde 76 : 2008

Table 5 - Checklist of topics to consider related to ..rvice outcomes and other aapecta



Prompts to be conaldenKl ln smnct.d dlwelopment

8.9 .1 Satisfaction

analysis of complaints data . customer surwys

8.9 .2 Continual improvement

other standards. e .g. ISO 9004 . analyalng complaints .

dams and iflodent (or acodent) data . as-appropnate .
survey of customer sa tisfaction

8.10 .2 Health and safety


mtemabonal agreements; standardl. nallonal

requirements and Ilgf1IItmlII1ts. e g requnrnents for
daylight access 10 ol'fic:es, lIIImperaluf1l. r quality.
provision of lavatories

Service outcome

Service environment

compliance with national requ il'8l'Tlents. agreements

and s~ards, e .g national dllabillty IllgtaIatJon

e.g. worluoom, home, railway

8 .10 .3 Accessibility

consider needs of people with various kl'lds of

disability, including ~I, hearing, mobiIit:y and
ego tactile markings , tle~ lIId Ioope . awdanc:e of
stairs, clear and simple signage
artJc:les and


used In NMCIl deWefy oomply

with relevant standards and national teehnac.l

requirements (e .g trains In public tranaport ser.nces,
dnlls used when Iitbng ~)
8.11 .1 Quality and safety
requ irements

e .g. requirements for manual handling 01 equlpTlefIl

safety guards

goods, supplied as part of aerva, conform to ~

standards, national I1IQUIrements and agreements,
food safety and hygiene standards

supporting service delivery

811 .2 Accessibility
8.11.3 Other relevant

size and IMpe of furniture. furtureI and fittings SUItmle

for target IIMrs, tneJudJng speaal needs
maintenance speofication, nsk


policy, procedut'n, equipment for vat10UI ~

scenarios, including risk management. 8CCIII to
8.12 .1 Interruption or alleration emergency ter'Yic8I
to service
appropoate meaaunlS to adviM conaumers. prO\Ilde
continuabon of servioe, etc 10 the event of a compeny
takeover, merger. relocation or equlVlllent


8 12 2 Liability provision

appropriate rnsuranoa of adequate lewel

8.12 .3 Guarantees

reasonable performance. e g time Wlthtn whICh tratn

hour untJl whICh hotel room should be


complaints handling and extemat dIIputIt rnolutJOtl

8.12 .4 Redress

other standards,. g . ISO 10002


ISlisonec Guide 76 : 2008

Table 6 - CheckJi8t of topics to consider related to communication at all stages

ServIce element



8 132 Method




Information and communication technology to be used

(face-to-face, telephone , fax, letter, e-mail) , anernanve
formats , forms layout. syntax rules for eiectromc
messages, mternatronal agreements, standards
(e g ISO/IEC Guide 14). national requirements and
detailed oescnpnon of service to be delivered , any
specmc requirements. especially With respect to
children. cost . including any taxes or service charges,
method of payment; bill . guarantees: claims and
complaints-handling policy, activity canceuanon policy ;
contact details for service provider

between cU$tomer and sennce
provrder (belOI8. dunng and
after prfMdIng the servce) ,

Prompts to be considered in standard development

8 13 3 Content

terminology: clear . transparent, truthful language.

taking into account potential special needs of
intemational agreements: standards
(eg , ISOIlEC Guide 14) , national requirements and

8 134 Frequency of interaction

specification of minimum frequency/interval related to

phases of selVlCe delivery

8 13 S Approachability

to organization and appropriate staff for all users ,

eg location, hours available, average walling time;
cost per calls , mode of contact

8 13 6 Altitude polley

courtesy and attenllOn

8 13 7 Code of conduct

whether II eXIsts and IS publICly available


melhods for obtatnlng feedback

8 13 8 Customer sallsfactlOn

guidance relaled 10 the standaros under consideratIOn

prepared by ISOITC 176


8 14 2 Method

InformatIOn and communicatIOn lechnology 10 be used

(face-to-tace. telephone , fax. letter, e-mail); alternative

Wfttwl",. S4InIlC1t orgtJfIIZlJtlOfl

01 tIefWiNn /tlf3 on;amZlJtIOfI

8 14 3 Frequency of InteracbOn

specification of mlflltllum frequency/Interval relaled to

phases of servICe delivery

8 ,14 4 Shared If1formabon

amount/quali1y. particulllrly in relation to customer

Its suppItef's

I5nSOllEC Guide 7. : 2008

Annex A

Examples of possible services

For the purposes of this Guide, services include, but are not limited to , the following:
activity performed on a customer-supplied tangible product (e.g. automobile service or rep8ir);
provision of expert advice or support to customers (e.g. legalOf' financial advice) ;
provision of intangible products (e.g. insurance) ;
training and education for users (e.g. instruction in languages. sports, crafts) ;
accommodation or entertainment (e.g. hotel, theatre);
organized and gUided activities for participants (e .g. tourism, activity holidays);
rental of equipmenUpremises (e.g. letting agencies. tools hire , telephone seMoe, Internet seMoe
provider) ;
care or treatment of customers (e .g. hairdressers, dentists) ;
health care;
network services (e .g. telecommunications. cable, Internet electricity 8t1d fuel deIivef'y Ml'Vices);
transport services (e .g. buses , trains , ferries and airlines) .


rsnsonac Guide 76 : 2008

Annex B
Illustration of the relevance of the checklist to different kinds of services

8 .1 Table B 1 Indicates how different service elements assume greater or lesser importance when the
checklist IS applied to different types of service The examples are illustrative and thus incomplete. It would be
expected that an actual standard developed for any of these service areas would be much more detailed .
8.2 The hairdresser represents a small organization, which may be a sole self-employed person or single
outlet operation
8.3 The hotel IS an example of a complex service provider , where the main service is providing
accommodation but the service package Includes a reception (for booking, guidance when entering and
teavmq. advice throughout the stay). a room (with equipment such as a bed. shower . other furniture. trouser
press. and less tangible aspects . e g the view or decor) , breakfast and room service . facilities (e.g. a bar and
SWimming pool) and other services (e g providing excursions) . The hotel may itself be one of many owned or
franchised under a particular brand name , With linked reservation systems and Internet booking ,

8 .4 Life Insurance IS an example of an intangible product, In which consumer concerns may relate to the
difficulty of working out which Insurance to choose , due to lack of transparency of information (as different
companies may present Information In different ways) and reliable indicators of trustworthiness (e.g. whether
the suppber Will be able to pay when It IS necessary)


ISIIsonEC Guide 76 : 2008

Service element

B.1 -

Use of checklist for hair care, hotel and


A small organrzallon is less

likely to be aware of , or
implement. quality and
environmental management
standards , such as the
standards prepared by
iso/rc 176 or ISO 14001 , and
may have limited. If any ,
documentation of ItS own
Solvency and other financial
aspects may have les s direct
im pact on consumers , as,
typically. money IS not paid unlll
after service delivery
Service provider

Ilf. In.uranu MI'Vices

All Items may be IOcluded In the
orgaOlzallon's ponoes In the
case of a hotel chalO, they may
be part of a "corporate ldenbty"
External standards may be used
as well , e g the standards
prepared by ISOrrG 176 for
quality management and
Improvement, and the standards
prepared by ISOrrG 207 for
environrnentai management
Solvency and other fIOancla1
aspects may be of some
concern to consumers , WIth
mcreasmq pre-payment for
rooms through Internet OOOIung
However, nsks may be qualified
due to coverage through travel

Other issues may include

scheduling appointments With
sufficien! gaps to minimize
customer wailing time for a
single stylist and the appropnate The complexity of service
disposal of any chemical waste
delivery may result in a more
(unused hair dyes, etc)
extensive set of procedures.
With consequent tralOIOg ISSueS
and staffing levels necessary to
cope With the range of servICeS
and capacity of the holel

W. 1NUranC:e company
General '~.rds, ~ n
ISO 9001 and (less mpolt.nt)
ISO 14001 , may be applied
There m.y be no need tor
sector-speCIfic standards
Solvency and other f1nanoal
aspects are of the utmost
Impoltance lor InlWranoe
compan_ . There may be
requIrements set by a nallon.1
aulhonty If not available or
IOsuffloent, standards may fill
the gap Company poltoes may
proVIde additIOnal cntena tha1
the company Imposes otself
Issues may Include whether
premIUms should depend on
person.1 data hilt health and
we.Ith , or whelh6r "depnved"
customers shOUld profit trom
pnVlIeged ones and whether
tariff setbng may be based on
health nsks , for Instance

SpeCifIC ISSues may Include

waste diSposal, laundenng,
employing diSadvantaged
people . no vIOlent or
pornographiC videos ,
management of nOIsy or unruty


Quality of shampoos . hair

treatment products , etc from

ProVIders of relaled services .

e g golf course , taxI provis-on

links are from Inturance

companies to theIr agents
brokers , etc

Recepnomst, hair washer, halT

stylist, etc

Wide range of personnel .

IOeludlng admIOlStrabve ,
c1eanong and food preparatIOn

Aetuanes and serva desl<


MIOlmum requirements wIn

include the expected
haudressmq qualifications. but
also a knowledge of health arid
safety Issues , customer
management . etc by all stall
Po liCies unlikely 10 be wnen

MIOlmum requirements for staft

(I e hotel arid catenng diploma )

Add itIOnal requirements to those

set by national aulhontJes may
be laid down on nahonal . branch
speclfte or company pokoes

Will also be extensive additional

knowledge and skills required
from dealtng With customers to
knowledge of emergency
eva cuation procedures
All Items may be addressed 1M
organ,zaloon's pollCteS


ISllSOIIEC Guide 76 : 2008

s.rw:e ........

Customerl may l1Clude people

of .. ~ and abilities .



Client hotItl guests may include

people of aI ages and abilities.

Insured person/person taking

out insurance.
Requirements may include age
and mental capability of
customer taking out insurance,
as well as conditions of health.
occupation . etc. related to
person whose life is assured.

No explicit contract.

Policy and related terms and


Reservation .
May be company standard for
allowed modes of reservation,
format for reservation and
acknowledgement and rules for
cancellation. Issues include data

Issues such as whether

gra\ulbes are expected ,
Included. etc .

AJtowed modes of payment and

issues such as whether
gratuities are expected.
included. etc .

Hall' treatment (cutting , _Shing. Providing eccommodation

lnmmlng. coIounng . perml"9.
Includes a reception (for
booking . guidance when
entenng and leaving. adVICe). a
AdvIce on half care/general
room for staying (With elements
conversatIOn with customers
such as a bed . shower. table .
phone. trouser press . and less
Other care . e 9 manICUres.
tangible elements. e 9 v_ or
atmosphere). breakfast and
Other seMCeS InCludlnll waiting room sel'Vlal . faohties such as a
faclhlles (Mating and reading
bar and a swimmIng pool . and
matter. musIC . refreshments)
other sel'Vlals . such as
prOviding excursIOns
Issues Include providing sel'V1ce
at a level which may be
expeded from brochure , star
rating. etc . not drvulglng
,nformalIOn about guests to third
partoes or other guests.
prOVISIOns for safety and
secunty of guests. Il1cfud,ng
emergency evacuanon
procedures awareness of foOd
hygIene . Ieglonella pre~entoon.
etc . and security for guests and
their luggage


Ute insurance company

Nec:eINIy information about the Requirements may include the

abiity to pay, age and
customer Ihould include
knowledge of sensitivity to
chemicUl in products, etc.
Policy may be needed on such
issues as the age at which
childfen may be seen
unsupervised, particularly for
anciIaty services such as
beauty treatments .




National insurance authorities

may set basic requirements .
Additional requirements may be
laid down in national, branchspecific or company policies .
Allowed modes of payment by
and to consumers .

Providing insurance services

Additional to the requirements
set by the national authonties.
company polICies may apply
The assumptions and rules for
calculating the premIUm are an
essential element A branchspecific code of conduct may
prolllde guidance for making
these assumptions and ruleS
transparent to consumers
Measures on organizallOnal .
personnel . technocal and
process level sllOuld ensure tne
ability of the Insurance company
to pay once It IS necessary

Isnsonec Guide 76 : 2008

Table B.1 (continued)
SelVice element

Primanly : hair culling and
styling .

Stay, enjoying the sefVlCe

Additional : waiting facihties .

Form to evaluate customer
chaltJng. advice (10 this case .
Service outcome service delivery and service
outcomes cannot be separated :
customer satisfaction results not
only from the hairstyle. but also
from the other elements of
service delivery).
Hairdressing salon or
customers home.

feCelVIflg agreed upon amount of money once

agreed-ypon COnditionS have
been fulfllled

Measures on 0f9aOlzatlOn-'.
personnel . technICal and
process levels should ensure
the ability of tNt !05urance
company to pay once It IS
Company ofl'lOl!
General standems !of ofrIoes

Issues include access for

persons with disabilities,
requuernents for electrical
mstauations. quahty (e g size 01


SCISSOrs , brushes. hair

colourants. dryers, etc
Location. hel9ht 01 wash basms
(erqonormcs). etc

Vast range 01 eqUipment much

01which Will be used by
customer unsupervised
te g coffee making fa"htlt'S .
televISions , etc In rooms)

InformatIOn and communtealton

tecnnotoqv . software files
Standards for ,nformatIOn al'ld
commumcano t~nology

Issues Indude rmnsnurn set 01

available appliances and "give aways" (e g halrdryer and
tOlletnes provided 10rooms) .
child safety . safety of electnC81
appliances and sUitability of
equoment for use by persons
With dISabilities



Public areas . grounds and room


Ljf. In_anee c:ompany

Be,ng Insured

Knowledge 01customer half

type . sensitIVity . etc . related to
cnerrucats (e g dyes) applied

Emergency evacuation
procedures and hnks With local
emergency services

Sale handling and dISposal 01

products used lor colounng and
perming half

What to do 10 case of

Hygiene aspects 01 use of

combs. brushes . etc
Policy for refunds or redolflg
hair liability Insurance. etc

Code for tfll()(mlltlOO secunty

Cntena for



LlabJirtv clauses

PrOVISIOn and promcnon 01a

complalO!S-hal'ldhng pOiley and
external dispute resolution

.._____ __' _ __ ' _

__ _

~~ _.

_ _ __

_ __



IsnSOIlEC Guide 76 : 2008

Table 8.1 (continued)

Service element

Appointments . g""lOg advice.

Between hotel and guests
(prOVIding hotel Information.
reservation , check'ln , providing
Information dUring stay,
May use Internet reservation

Life insurance company

Between insurance company
and Insured person.
Standard description of the
insurance offered .
Provision for locating
organization underwriting policy,
following changes of ownership,
when claim necessary.

Issues Include description of the

hotel and its service package
Publicly available code of
and whether rating (star) system
is used, Information required of
guests (credit card
number/passport, etc):
approachability (24 hours per
day, 7 days per week, or less) .

customer and
service provider

PUblicty available code of

Measures made of customer
satisfaction , eg oquestionnaires.
'mystery shopper" (where
Appointment planning
Ordering matenats to be used
withIn the


Reservation system

Commumcanon about guest

requirements before and dunnq
Rele\lantlnformabon related to
stay (e g request for 'no
length of lime chemicals may
smoillng' room, orders vra room
rem.lln on halrltlme under dryer.

Sector-specific standards or
company requirements for
communication within the
company and for communication
With brokers. Investment
compames , authorities.
suppliers arid other parties .
Specification of information arid
commumcatlOn technology to be

.snsonec Guide 76 : 2008



ISO 9001 , Qua lity ma nagement systems -



ISO 9004 , Quality management systems -

GUidelines for performance Improvements


ISO 10001 , Qua lity management organ izalions


ISO 100022004, Quality management in organizations


ISO 10003. Quality management to organizations


ISO 14001 . Environmental management systems -


ISO 14004 . Etwircnmente! management systems support techniques


ISO 14020 , En vironmental labels and declaratIOns -


ISO 14021 , Environtnentel labels and declarations environmenta/labellmg)


ISO 14024 . Environmental labe ls and declersuons procedures

Type I environmenta/labelling -


ISO 14025 , Environmentel labels and declaratIons and procedures

Type lit envIronmental declambOns -


ISO 14040 , Environmental management -

Ufe cycle assessment -

PnnClples and framewot1c


ISO 14044 , Envtronmentet maoJagement -

Ufe cycle assessment -

ReqUirements and guidelines


ISO 14062 . Environmental management development

Integratmg enVIronmental aspects mto product deSJgl1 and


ISOII EC Guide 14, Purchase mtormetion on goods and services mtended for consumers


ISOIIEC Guide 37 . Instructions for use of products of consumer interest


ISOIIEC GUIde 41 , Packagmg -


ISO/IEC GUide 46 . Comparative testmg of consumer products and related services principles


ISOIIEC GUide SO . Safety aspects -

Guuietmes for child safety


ISO/IEC Guide 51. Safety aspects -

GUidelmes for tne mclusson tn standards


ISO GUide 64 . Guide for addressmg env ironmental ISSueS In product standards


ISOIIEC GUide 71200 1. Gu idelmes for standards devetopers to address the needs 01 older persons
and persons with dIsabIlities

Customer satisfaction -

GUidelmes for codes 01 conduct for

Customer satisfaction -

GUidelines for complaints handling

Customer ssustecuon - Guidelines fex dIspute resolution edemal

Specification WIth guidance for use

General gUidelines on pnnciples. systems and

General pnncip/es
Se/f-declared enVIronmental claims (Type /I

Pnnoples and


Recommendations for addressmg consumer needs



Isnsonec Guide 76 :2008


ISOIIEC Guide 74, Graphical symbols -

Technical guidelines for the consideration of consumers'


ISOIlEC Policy Statement, Addressing the needs of older persons and people with disabilitIes
standardization worle


The consumer and standards development. ISOIlEC , 2003


ISOIIEC Statement on Consumer participation in standardization worle. (SOIlEC , 2001


MEESTERS. B and DE VRIES. H.J.. 'ISO 9000 scores in professional soccer - but who is the
customer?", ISO Management Systems. Vol. 2 No.6, November-December 2002, ISO Central
Secretariat. Geneva, pp. 51-55


Ameocans with Disabilities Act (1990)


European Mandate M283. Mandate to the European Standards Bodies for a guidance document in the
field of safety and usability of products by people with special needs (e.g. elderly and disabled)

aMGIPH-t52 BIS/NO/2009-JOO copies


Guidance and principles for consumer parlicipation in standards

Bureau of Indian Standards

BIS IS a statutory Institution establ ished under the Bureau of Indian Standards Act . 1986 to promo te
harmonious development of the activities of standardization . marking and quality certifrcation of
goods and attending to connected matters in the country.

BIS has the copyright of all Its publications . No part of the these publ icat ions may be reproduced In
any form without the prior permission In wr iting of BIS . This does not preclude the free us e. in the
course of Implementing the standard , of necessary details , such as symbols and sizes . type or grade
designat ions . Enquines relating to copyright be addressed to the Director (Pu b lic ation s). BIS .

Review of Indian Standards. .

A mendments are issued to standards as the need arises on the basis of comments . Standards are
also rev iewed per iodically : a standard alongwith amendments is reaffirmed when such review ind icates
that no changes are needed; if the review indicates that changes are needed. it is taken up for rev ision .
Users of Ind ian Standards shou ld ascertain that they are in possession of the latest amendments or
edition by referring to the latest issue of 'BIS Catalogue' and 'Stand ard s: Monthly Addit ions ' .
Th is Indi an Standard has been developed from Doc No .: SPCAD 01 (006 ).

Amendments Issued Since Publication

Amend No.

Date of Issue

Text Affected


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