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INTERNATIONAL

STANDARDS AWARENESS
The Imperial Hotel
New Delhi, India - 26 April 2007

Cheryl Stark
BP - Houston
Chair, ISO TC67
SPECIAL THANKS TO
ALAIN SAMNE
ISO 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 IEC ISO
YEAR
ORGANIZED
1865 1906 1947
MEMBERS
191 142 158
TECHNICAL
COMMITTEES
3
divisions
178 193
STANDARDS
PUBLISHED
3 000 5 613 16 455
Data at end of 2006
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
2005-2010
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

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. Preliminary stage
1. Proposal stage
2. Preparatory stage
3. Committee stage
4. Enquiry stage
5. Approval stage
6. Publication stage
STAGE SUB-STAGE
00 20 60 90
DECISION
Registration Start of main action Completion of main
action
92
Repeat an earlier
phase
93
Repeat current phase
98
Abandon
99
Proceed
00
Preliminary
Stage
00.00
Proposal for new
project received
00.20
Proposal for new
project under review
00.60
Review summary
circulated
00.98
Proposal for new
project abandoned
00.99
Approval to ballot
proposal for new
project
10
Proposal
Stage
10.00
Proposal for new
project registered
10.20
New project ballot
initiated
10.60
Voting summary
circulated
10.92
Proposal returned to
submitter for further
definition
10.98
New project rejected
10.99
New project approved
20
Preparatory
Stage
20.00
New Project (NP)
registered in TC/SC
work programme
20.20
Working draft (WD)
study initiated
20.60
Comments summary
circulated
20.98
Project
Deleted
20.99
WD approved for
registration as CD
30
Committee
Stage
30.00
Committee draft (CD)
registered
30.20
CD study/ballot
initiated:
3 months
30.60
Comments/
Voting summary
circulated
30.92
CD referred back to
Working Group
30.98
Project
Deleted
30.99
CD approved for
registration as DIS
40
Enquiry
Stage
40.00
DIS registered
40.20
DIS ballot initiated:
5 months
40.60
Voting summary
dispatched
40.92
Full report circulated:
DIS referred back to
TC or SC
40.93
Full report circulated:
decision for new DIS
ballot
40.98
Project
deleted
40.99
Full report circulated:
DIS approved for
registration as FDIS
50
Approval
Stage
50.00
FDIS registered for
formal approval
50.20
FDIS ballot initiated:
2 months. Proof sent to
secretariat
50.60
Voting summary
dispatched. Proof
returned by secretariat.
50.92
FDIS referred back to
TC or SC
50.98
Project
deleted
50.99
FDIS approved for
publication
60
Publication
Stage
60.00
International Standard
under publication
60.60
International Standard
published
90
Review
Stage
90.20
International Standard
under periodical review
90.60
Review summary
dispatched
90.92
International Standard
to be revised
90.93
International Standards
confirmed
90.99
Withdrawal of
International Standard
proposed by TC or SC
95
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
-
0
-
6 18 24
Stage
Target dates (months)
WD CD DIS FDIS
Publication
Project registered (AWI)
Accelerated
- 0 12 24 30 36
Default
- 0 12 24 42
48
Extended
SUMMARY OF THREE TRACK
OPTIONS
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
Stages
ISO
Standard
ISO/TS ISO/PAS
ISO
Amendment
ISO
Technical
Corrigendum
ISO/TR ISO/IWA
Proposal
Acceptance
criteria:
5 P-members
participating
Simple majority of
the P-members in
the committee
5 P-members
participating
Simple majority of
the P-members in
the committee
5 P-members
participating
Simple majority of
the P-members in
the committee
5 P-members
participating
Simple majority of the
P-members in the
committee

Preparatory
Acceptance
criteria:
Draft accepted for
Committee stage
Draft accepted for
Committee stage
Simple majority of
P-members of the
committee
Draft accepted for
Committee stage
Secretariat
and Chair
(+ P-members if
necessary)
Draft accepted for
Committee stage
Committee
Acceptance
criteria:
Consensus or support
of 2/3 majority of the
P-members voting
Consensus or support
of 2/3 majority of the
P-members voting
Consensus or support of
2/3 majority of the
P-members voting
Simple majority of
P-members of the
committee
Enquiry
Acceptance
criteria:
2/3 majority of the
P-members voting
Less than 1/4 of
negative votes
2/3 majority of the
P-members voting
Less than 1/4 of
negative votes

Approval
Acceptance
criteria:
2/3 majority of the
P-members voting
Less than 1/4 of
negative votes
2/3 majority of the
P-members voting
Less than 1/4 of
negative votes










Rules
decided by
worshop
itself
Publication
Review
5 years 3 years

6 years max.
3 years

6 years max.
5 years

Incorporated in ISO


Incorporated in
ISO
3 years

6 years
max.

COMPARISON OF ISO
DELIVERABLES
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
9%
4%
16%
11%
6%
25%
1%
2%
26%
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
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
Participating Members
Observing Members
TC67 COUNTRY MEMBERS
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 ?

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