U.S.%20Technical%20Advisory%20Group%20Meeting%20Recap%20of%20the%20April%20Morocco%20PC%20283%20Meeting%20Victor%20Toy,%20CIH,%20CSP%20Chair,%20US%20TAG%20to%20PC%20283%20March%2025,%202014

1
U.S. Technical Advisory Group MeetingRecap of
the April Morocco PC 283 MeetingVictor Toy,
CIH, CSPChair, US TAG to PC 283March 25, 2014
2
Agenda

• Opening Remarks (Tim Fisher, Vic Toy)
• New members (Jim Howe)
• Morocco Meeting Review (Kathy Seabrook, Thea
  Dunmire, Todd Hohn, Vic Toy)
• Next Steps (Vic Toy)
• Administrative items (Vic Toy)

3
Meeting Objectives

• Overall Objective The purpose of this meeting
  is to give the U.S.
• TAG Attendees a recap of the London Meeting and
  to start planning
• for review and action on Committee Draft
• Review and impressions from the Morocco PC 283
  Meeting
• High level insights on WD1 and U.S. comments
• Strategies and plans for TAG activities

Updated WD1 text not yet available
4
Summary of the PC 283 meeting in Morocco

• Objective Processing WD comments into a
  Committee Draft
• 1300 comments, 230 Pages 49 page PoC annex
• 85 Delegates in attendance, 33 of which attended
  for 1st time
• PC Membership 45 P Mem (2), 15 Observers, 12
  liaisons (6)
• May 1st ISO/DEC Directives 2 month CD review
  period, one 9 mo extension, a now optional FDIS
  stage
• Development of a draft scope and purpose
• Guidelines for use oriented towards
  interpretation of requirements
• WG1 divided into 5 workgroups only one of which
  completed its task
• Work extended to a July 1 deadline with ballot
  for a CD
• Plans for an August 1 release of a CD
• Delay will push next PC meeting to November

5
Status and subsequent plans

• Text in WD1 has for the most parts been revised,
  some parts are still subject to change
• The Annex has not been fully addressed yet
• PC 283 Task groups are continuing their work via
  correspondence (or physical meetings) if
  necessary to
• complete their standards text and
• the text for the guidance annex
• 1st July - The completed texts will be assembled
  into a full draft by the WG Convener and
  Secretary
• The full draft will be edited by the WG Convener
  with the assistance of the TG Leaders

6
Approximate breakdown of the number of comments
against clauses in WG1/N22
Risk def.
Leadership
Risk Management
Improvement
Total no. of comments in WG1/N22 1295, on 227
pages
7
Casablanca Resolutions

• Resolution 1/2014
• To circulate a Committee Draft of ISO 45001 for
  comment and ballot, following preparation of the
  text by ISO/PC 283/WG1
• Resolution 2/2014
• Amend the Design Specification of ISO 45001 to be
  consistent with
• The Committee Draft of ISO 45001, and
• The results of the ballot on OHS versus OSH
  (see PC283/N88)
• Circulate the amended Design Specification for
  review and confirmation at the next plenary
  meeting
• Resolution 3/2014
• To thank the host of the meeting, IMANOR, and
  its sponsor INCVT for the excellent meeting
  facilities provided and for its wonderful
  hospitality

8
International Organizational Relationships
ISO 45001 Occupational Health Safety Management
Systems
PC 283 45 Member countries 15
Observing countries 12 Liaison Members
U.S.
TAG to PC 283 91 Organizational Members
Delegates/ Experts
Mirror Committees
9
Timeline (key dates) 3 Years (N68)

• Terms
• New Work Item Proposal (NP)
• Working Draft (WD) First draft developed by the
  Project Committee and experts
• Committee Draft (CD) First public draft for
  circulation to public for comments
• Draft International Standard (DIS)
• Final Draft International Standard (FDIS)

10
Timeline (key dates) 3 Years (N68)

• 10/21/13 Initial PC 283 Meeting to develop WD1
• 02/28/14 Comments due on WD1
• 04/04/14 PC Meeting drafts Committee Draft 1
  (CD1) (now Jul 1)
• 06 /2014 CD1 released for comment/ballot (now
  Aug 1)
• 11 /2014 PC Meeting drafts Draft International
  Standard (DIS)
• 01 /2015 DIS released for translation
• 06 /2015 DIS Ballot
• 11 /2015 PC Meeting drafts Final DIS (FDIS)
• 01 /2016 Final draft of FDIS ? ISO processing
• 07 /2016 FDIS Balloting
• 09 /2016 Publication of ISO 45001

Next slide
11
Work plan following the Morocco meeting

• 15 July - The full draft will be circulated to
  the members of WG 1 for a Yes/ No ballot on
  whether it is adequate to go forward as the CD
  text
• 1st August CD ballot starts
• 1st October CD ballot closes
• Next PC meeting end of November

2 mo. Comment (TAG Effort)
12
Reminder of Some of the Major issues so far

• Terms and definitions (e.g. issues,
  workplace, risks)
• The concept of positive risks or opportunities
• Management system vs. program orientation
• Feed back and crisp relationships between
  sections of 45001
• Employee / worker participation
• What stage assessments (i.e. risks) are conducted
• Flow and understanding of the planning section
  from assessment to prioritization to objectives
  to system issues
• Supplier / outsource management (including
  procurement and contractor management)

13
and the major challenges

• Major issues related to requirements
• Definition of what a management system is
• Objective of the OSHMS (compliance vs.
  conformance)
• Application of the HLS
• Speaking small (SMEs)
• Depth or requirements or need for strong ANNEX
• Major issues related to development and final
  product
• Diversity of input
• HLS fit
• Input by experts
• Need for basic vs. mature OHSMS concepts
• Language and translation

14
Strategies for pushing the US position

• Educate, deliberate and advocate
• In general, give and take
• Assure concepts are included in annex if not
  standards language
• Open door for future documents

15
TG2 PlanningVictor Toy, CIH, CSPChair, US TAG
to PC 283March 23, 2014
16
General Overview

• Of the 1295 comments submitted
• 266 (20) are on Section 6,
• One third of those (80) are in the definitions of
  risk and hazard
• Comments include
• Feedback (choices) on terminology
• Proposals to adjust structure of the section to
  improve flow
• Proposals to transfer content to other sections
• Suggestions for changes to wording
• Draft content for guidance on specific topics

17
Section 6 Comment disposition

• Delineation of comments processed
• Terminology 66
• Structure Flow 17
• Text detail 156
• Editorial 19
• Annex 8
• TOTAL 266 (258 addressed 8 remaining) but a
  few
• deferred comments need to be revisited. Work not
  yet
• started on annex

18
Comments overview hot topics

• Overall Structure of Section
• Suggestion to move OHS risk assessment from Sec 6
  to 8
• Suggestion to move Comp Obligations from Sec 6 to
  4 (Context)
• General concern about overall flow especially
  Section 6.1
• Terminology and requirements
• opportunities
• compliance obligations / legal and other
  requirements
• objectives are these improvement or
  performance objectives?
• System Risks vs. OHS Risks
• clear distinction required in section 6
  consistent with Annex SL

19
Comments overview hot topics

• Annex topics (not complete list as this is work
  in progress)
• (Risk) criteria
• Guidance on compliance obligations
• Analysis of near misses/incidents
• Residual/unmitigated risk
• Risk gap analysis/assessment
• Human factors
• Limited time projects/operations
• Multi-employer work sites

20
Section 6 Terminology Risk

• Majority of comments appear to favor separating
  general (management system) risks from OHS
  risks
• Some favor making the OHS risk definition a note
  to the Annex SL risk definition (U.S. comment)
• A few prefer purely to use Annex SL
• Choice of 3.09A close to U.S. preference (an
  estimate of vs. combination)

3.09A - OHS risk - combination of the
likelihood of an occurrence of a hazardous event
or exposure(s), and the severity of injury or
illness ill-health that may be caused by the
event or exposures
21
Section 6 Terminology Hazard

• 3.09B1 most popular, followed by B2 (the U.S.
  preference) which said condition, set of
  circumstances, or inherent property that can
  cause injury, ill health/illness or death
• 3.09B1 (before) - Hazard - source, situation
  or act with a potential for harm in terms of
  human injury or ill-health/illness, or a
  combination of these

3.09B1 (after) - Hazard - source, situation or
act with a potential to cause human injury or ill
health
22
Section 6 Terminology Misc

• Opportunity - should not be defined but guidance
  is necessary to explain the concept as follows
• assure the OHS management system can achieve its
  intended outcomes
• prevent, or reduce, undesired effects
• achieve continual improvement
• Deferred to TG5 (Terminology)
• Compliance obligations vs. Legal and other
  requirements
• Objectives

23
Overall Structure of Section

• Suggestion to move OHS risk assessment from
  Section 6 to 8
• Keep main discussion in 6, with focus in 8
  remaining on application of controls (arising
  from RA) but noting the feedback loop to 6.
• Suggestion to move Compliance Obligations from 6
  to 4 (Context)
• Keep main discussion in 6, with existing mention
  reference in 4
• General concern about overall flow especially
  Section 6.1
• Agreement to reposition Compliance obligations
  section
• Majority in TG2 favor position early in Section 6
  before HAZID RA
• Minority strongly favor position after HAZID RA
• Referred to plenary resulting in no change

24
U.S. Section 6 Comments

• General responses
• Accepted
• Section 6 organization and flow
• Feedback from other sections into planning
• Management of Change
• Meaningful employee participation
• Multiemployer worksite (to annex)
• Review of management system (to annex)
• Not Accepted
• Specific system improvement language
• Identification of system issues
• Clarification of risk assessment in section 6 vs
  8

Not Accepted 7
Accepted 16
Annex 9
Deferred 2
total 34
25
Next Steps and Administrative Items
26
III. Next Steps

• PC 283 TGs complete standards language and annex
• Vote to move to CD (delegates)
• U.S. TAG begins work on review and comments
• Distribute CD
• TAG Member Review and comment (at least 2 weeks)
• TAG Meeting(s) to address U.S. comments
• 1 week Face to face meeting possibly around week
  3-4
• Consolidation of U.S. TAG comment resolutions
  (who?)
• Final Review by Telecon of major issues (if
  possible)
• US TAG committee vote on CD
• Comments and vote submitted to BSI

27
IV. Administrative items

• TAG organization / working groups
• Facilitators/Edit team
• OHS vs OSH Ballot

28
US TAG to PC 283 Organizational Structure
29
Thank you!

• Any questions?