ISCC Report to the CRE

1
ISCC Report to the CRE
Objectives and Options
Subcommittee feedback
Key Issues
Results and Recommendations
Business Concept and path forward

• Standards Globalization by API Subcommittees

Best Practices
2
Objectives

• Ensure that API plays an active and ongoing role
  in global standards development
• Develop globalized standards according to
  requirements and expected deliverables using
  available resources within time constraints.
• Success is the creation and maintenance of one
  set of internationally acceptable standards for
  refinery equipment, operations and maintenance
  that have been developed through consensus
  building, and that meet the worldwide needs of
  the industry.

3
ISCC participants

• Americas and European members from SCHTE, SOME,
  SCOP, API Staff
• Experience includes API Subcommittee chairs, Task
  Force chairs, ISO Convenors, ISO Project Leaders
• Experience covers 1993 - 2003 in the
  globalization process

4
Subcommittee feedback varied - 9/02

• Subcommittee on Mechanical Equipment indicated
  that ISO-ization is a resource drain and
  considers the associated costs to be excessive.
  SOME believes more efficient processes are
  possible within and outside of ISO.
• Subcommittee on Heat Transfer Equipment believes
  that ISO-ization is a Potential Positive for a
  Multinational Company. SCHTE experienced and
  addressed challenges in developing five
  co-branded Standards.
• Subcommittee on Piping feels that ISO-ization is
  on-track. System is working with TC153 for
  schedule and cost in developing four standards.

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Key Issues (1 of 2)

• Internal" issues
• Internal issues are within API and its members
  control
• Foremost among the "Internal" issues are having
  the right people at the right time, properly
  prepared to develop the co-branded standards
• Other significant "internal" issues include
  maintaining an efficient communication process,
  resolving specific delays that have been
  identified, determining which standards that our
  resources should focus on, and quantifying
  API/ISO effectiveness via key performance
  indicators

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Key Issues (2 of 2)

• External issues
• External issues involve interfaces between API
  and ISO organizations
• Foremost "External" issue is API and ISO setting
  requirements, mutual understanding, and applying
  pre-determined agreements. Multiple management
  organizations are participants.
• Other significant External issues include
  expertise to edit API documents/figures to ISO
  template, and "In-Sync" which requires
  coordinating API Standards development with the
  companion ISO Standard.

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Results and Recommendations ( 1 of 3)

• ISCC recommendations to CRE policy-making group
• API Subcommittee and ISO Work Group alignment
  requires incorporating best practices from this
  report, and applying a precise step-by-step
  process when developing co-branded standards
• To produce a co-branded standard, the joint Task
  Force/Work Group must have completed sufficient
  preparation before work commences. Preparation
  includes learning about the rules and procedures
  of the other organization, learning about the
  individuals, and developing trust.

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Results and Recommendations (2 of 3)

• ISCC recommendations to CRE policy-making group
• ISCC shall codify best practices from this report
  that standards-writing groups shall apply. Key
  action to develop this process will be agreement
  by all management groups. The step-by-step
  process must be jointly developed by API, the
  multiple ISO Technical Committees, and other
  standards bodies as rapidly as practical.
• The CRE-ISCC Website would be "designed" as a
  Knowledge Based System. Website should be a
  single-point resource for all API Subcommittees
  and ISO Work Groups.
• CRE and ISO CS agreement on the processes that
  are developed.

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Results and Recommendations (3 of 3)

• Conditions
• If stakeholders' agreement can be achieved, a
  single document based on successful application
  of its individual components will be the final
  product. That product will consolidate the
  multiple information sources into one process
  that improves resource use and reduces time/cost
  to produce co-branded documents.
• Compromises will be required by the management
  organizations to address the identified issues in
  this report.
• A Memorandum of Understanding (or other type
  agreement) between API and ISO that improves how
  international standards are being developed

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Business Concept

• Deliverable is one step-by-step process for the
  API Subcommittees and ISO Work Groups developed
  from these three documents
• Flow Chart determines whether and how to progress
  developing a Standard (Globalized or API only).
• "WE Attitude" where members develop the
  co-branded standards according to specified
  requirements and expected deliverables. The "WE
  Attitude" section lists the step-by-step
  processes
• Work Process Responsibilities chart for these
  stakeholders API Staff, CRE, API Subcommittee,
  API Task Force, ISCC, ISO Central Secretariat,
  ISO Technical Committee, and ISO Work Group.
  Their involvement for the sequential steps of
  this process are shown.
• Best Practices from this report will be included
  in this process
• Selected information will be added to this
  process.

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Risks Rewards

• Risks
• can stakeholders' agreement be achieved?
• will the reliability of the equipment be
  increased?
• will the number of world wide suppliers be
  increased?
• will co-branding standards reduce the size of
  company standards?
• any hard savings?
• incremental cost of co-branding?
• Rewards
• one set of internationally acceptable standards
  for refinery equipment, operations and
  maintenance
• improved resource use and reduced time/cost to
  produce co-branded documents

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Path Forward (1 of 2)

• ISCC completed some planned work tasks, but other
  work tasks remain partially complete. In our
  judgment, sufficient work has been completed to
  draw these conclusions
• "Globalization" work can be achieved with
  available resources. But this comes with a
  schedule/cost price.
• Quantifiable differences of time/cost will remain
  between producing Standards according to API
  Procedures and co-branded API/ISO Standards
• A codified process should be developed
  incorporating best practices from this report
• Memorandum of Understanding required between API
  and ISO that improves how international
  standards are being developed
• Decision to progress developing any Standard
  should follow a systematic flow chart. Flowchart
  developers shall determine measurable details and
  basic concepts.

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Path Forward (2 of 2)

• Responsibilities and Accountability process
  changes to ISO work processes should be made.
• The time/cost impact on Task Force/Work Groups
  has varied considerably in different
  Subcommittees. Survey to quantify incremental
  costs regarding API/ISO co-branding produced
  variable results from 12 Task Forces. Additional
  work is required to reconcile inconsistent and
  incomplete data, and to remove assumptions.
• Obtain survey data from other 13 Task Forces that
  did not respond originally.
• Obtain SCHTE, SCOP and SOME perspective regarding
  which Standards should be co-branded.
• Provide the step-by-step process to 3
  Subcommittees who have proposed 8 more standards
  for ISO-ization.

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Best Practices (1 of 2)

• Flowchart shall be the starting point. It
  imposes quantifiable metrics to determine whether
  and how a Standard should be developed or
  reaffirmed. However, its developers have not
  reached agreement regarding these measurable
  details nor all basic concepts.
• When ISO standards are developed, use the
  codified step-by-step process agreed by all
  management groups. That process incorporates the
  "WE Attitude" approach.
• Require participation by additional stakeholders
  in ISO-ization process.
• For Delays and Problems, Implement Group 4
  recommendations into step-by-step process and
  complete Groups 1,2,3 analysis to determine
  recommendations for them.

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Best Practices (2 of 2)

• ISO subcommittees of different TC's use the
  proposal for JWG parallel voting process
  presented in Annex D of ISO TC67 N435
• Continue to participate with the Ad Hoc Task
  Group on API Standards Strategy. Purpose of Ad
  Hoc Group is to review program status, consider
  options, and make recommendations regarding API's
  Refining, Upstream, Measurement, Pipeline, Fire
  Safety, and Marketing Standards. ISCC provides
  relevant information from this report to that
  group.
• Complete survey analysis to determine incremental
  cost of co-branding standards. Modify
  step-by-step process as appropriate.

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Resource Requirements

• Technology Requirements
• Step-by-step process
• Memorandum of Understanding or other industry
  agreement
• Personnel Requirements
• API Staff to draft process
• API and ISO management groups support
• Resource Requirements
• budget for all participants
• External Factor
• Impact of Ad-Hoc Standards Strategy group
  decisions

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ISO Acronyms - Project stages and associated
documents

• Project stage Associated document
• Name Abbreviation
• 0 Preliminary stage Preliminary work item PWI
• 1 Proposal stage New Work Item Proposal NP
• 2 Preparatory stage Working draft(s) WD
• 3 Committee stage Committee draft(s) CD
• 4 Enquiry stage Enquiry draft, i.e. Draft
  International Standard (ISO) DIS5 Approval
  stage Final Draft International Standard FDIS
• 6 Publication stage International
  Standard1) ISO, IEC or ISO/IEC