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ASTM International Committee D02 on Petroleum Products, Liquid Fuels and Lubricants Member OrientationDecember 2013Tampa, FL Jim Simnick Vice Chairman Committee D02
Presentation • Provide an overview of ASTM International • Introduce ASTM’s standardization concepts • Introduce Committee D02 • Membership • Overview of standards development process • Increase your awareness of and participation in D02 • Answer questions
About ASTM International • Organized in 1898 • Independent, private sector, not-for-profit • Provides a global forum for the development of voluntary, consensus standards and promotion of related knowledge
About ASTM International • Headquarters near Philadelphia • Staff of approx. 170 • Offices in: • West Conshohocken, PA • Washington, DC • Mexico • China • Brussels • Canada
ASTM’s Product Include • Over 12,000 standards published annually • Related publications • Related training and laboratory cross-check testing programs
ASTM Certification Programs • ASTM Board authorized management to develop capability to offer certification services • Product as well as Personnel Certification • Industry supported programs • ASTM does not permit its trademark to be used in manner that suggest its has approved any product, equipment or service other than Certification Program
ASTM Standards are International • ASTM standards are used around the world and developed by technical experts from around the world Argentina → 50 countries → Zambia
ASTM Standards are International • ASTM complies with the principles identified in the World Trade Organization’s, Technical Barriers to Trade Agreement, document G/TBT/1/REV 8 Section IX. • Transparency ●Relevance • Openness ● Coherency • Impartiality and consensus • Consideration of the concerns of developing countries
143 Technical Committees Serve Multiple Sectors A. Ferrous Metals B. Non Ferrous Metals C. Concrete, Ceramics D. Miscellaneous Materials – Water, Textiles, Plastics, Air Quality, D02 Petroleum Products, Liquid Fuels , and Lubricants, etc. E. Miscellaneous Subjects – Fire Standards, Forensics, Healthcare, etc. F. Materials for Specific Applications – Consumer Products, Medical Devices, Tires, etc. G. Corrosion of Materials
The ASTM Structure • 30,000+ Members • 128 countries represented • 90 industry sectors represented • 2,200+ Subcommittees • Thousands of task groups
Organization • ASTM Board of Directors • Board Committees • Committee on Technical Committee Operations • Regulations • Committee on Standards • Form & Style, Due Process • Committee on Publications • Committee on Certification Programs • ASTM Technical Committees (i.e., D02 ) • Subcommittees (i.e.: D02.A0 on Motor Gasoline) • Sections / Task Groups
ASTM Standardization Concept • A decentralized system • ASTM’s technical committees make the decisions • ASTM provides an open forum and an administrative framework
ASTM Standardization Concept • The system is open • Fair - Anyone may speak and participate (Voting members must participate) • Methodical • Rigorous process with checks and balances
ASTM Standardization Concept • Partnership of the public and private sector • Marketplace orientation • Reflects changes in technology • ASTM’s standards are voluntary • Standards are only mandatory when cited in regulation or called out in a contract
What is a Standard? • As used in ASTM, a document developed and established within the consensus principles of the organization and which meets the requirements of ASTM procedures and regulations. • Full consensus standards developed with participation of all parties who have a stake in the standards’ development and/or use.
Standards • ASTM uses term “standard” as adjective to describe following types of standards: • Specifications • Test Methods • Practices • Guides • Classifications • Terminology
Introduction to ASTM Committee D02 on Petroleum Products and Lubricants
Committee D02 • Largest ASTM Committee, organized in 1904 • Includes over 2,400 members from more than 65 countries • Developer of over 800 petroleum standards that have helped to provide heat for homes, fuel for automobiles and airplanes, and lubricants for machinery • Sponsor of numerous technical publications, laboratory quality assurance programs and technical and professional training courses, workshops, and symposia.
Who Is ASTM D02? Members from more than 65 Countries Argentina Australia Austria Bahamas Bahrain Belgium Bolivia Botswana Brazil Canada China Columbia Costa Rica Denmark Ecuador Egypt El Salvador Finland France Germany Ghana Greece Guyana India Indonesia Iraq Ireland Israel Italy Jamaica Japan Korea Malaysia Mexico Mongolia Nepal Netherlands New Zealand Nigeria Norway Oman Pakistan Paraguay Peru Philippines Poland Qatar Russia Saudi Arabia Seychelles Slovenia Singapore South Africa Sri Lanka Sudan Suriname Sweden Switzerland Taiwan Thailand Trinidad./Tobago UAE United Kingdom United States Uruguay Venezuela Vietnam
Committee D02 Scope Liquid fuels derived from: petroleum or the liquefaction of coal, shale, oil sands, or other naturally occurring materials including: Liquid fuels, .... Liquid and semi-solid lubricants .... Liquid fuels derived from biological materials (biofuels) Synthesized liquid fuels (also known as renewable or alternative fuels) Hydraulic fluids .... Petroleum Coke .... Gaseous fuels .... Waxes ....
Manuals Adjuncts Data Series Research Reports Training Programs Journal Standards Support • Technical Papers • Symposiums • Books • Proficiency Testing
D02 Committee Structure MAIN Committee D02 on Petroleum Products, Liquid Fuels, and Lubricants Subcommittee .03 Elemental Analysis Subcommittee .08 Volatility Subcommittee .J Aviation Fuels Subcommittee .90 Executive Subcommittee .94 Quality Assurance and Statistics Many subcommittees Sections / Task Groups … Sections / Task Groups … and sections / task groups
Committee Structure • Executive Subcommittee, designation 90 • Committee Management • 12 Product Subcommittees, letter designation • Specifications • Performance Testing • 13 Property Subcommittees, number designation • Test Methods for Property Measurement • 6 Coordinating Subcommittees, 91 up designation • Cross Subcommittee Support
Executive Subcommittee • Membership • All Subcommittee Chairmen & Committee Officers • At Large Members, minimum 6 • Responsibilities • SC Formation & dissolution • SC Scopes & objectives • Appoint Subcommittee Officers • Reviews Main committee membership • Committee bylaws & long range planning • Awards panel
Product Subcommittees • 12 Product • subcommittees • Specifications • Performance Testing • .A Gasoline and Oxygenated Fuels • .B Automotive Lubricants • .C Turbine Fuels • .D Hydrocarbons for Chemical and Special Uses • .E Burner, Diesel, Non-Aviation Gas Turbine and Marine Fuels • .F Manufactured Carbon and Graphite Products • .G Lubricating Greases • .H Liquefied Petroleum Gases • .J Aviation Fuels • .L Industrial Lubricants • .N Hydraulic Fluids • .P Recycled Products
Properties Subcommittees • .01 Combustion Characteristics • .02 Hydrocarbon Measurement for Custody Transfer (Joint ASTM/API) • .03 Elemental Analysis • .04 Hydrocarbon Analysis • .05 Properties of Fuels, Petroleum Coke and Carbon Materials • .06 Analysis of Lubricants • .07 Flow Properties • .08 Volatility • .09 Oxidation of Lubricants • .10 Properties of Petroleum Wax • .12 Environmental Standards for Lubricants • .14 Stability and Cleanliness of Liquid Fuels • .25 Performance Assessment and Validation of Process Stream Analyzer Systems • 13 Properties Subcommittees • Test Methods for Properties • Measurements
Coordinating Subcommittees • .91 Thermometry • .92 Interlaboratory Crosscheck Programs • .93 International Standards and Related Activities • .94 Quality Assurance and Statistics • .95 Terminology • .96 In-Service Lubricant Testing and Condition Monitoring Services 6 Coordinating Subcommittees
Committee and Subcommittees Membership
Opportunities • Vote on Ballots • Attend meetings • Contribute to Methodology • Participate in Precision Studies • Participate as a leader in the development process • Access to Website • Rosters, agendas, minutes • Subcommittee Membership • ASTM membership is required
Organization Benefits • Surveillance of Method Development • Exposure to New Techniques • Permits Comparison of Results • Customer Interaction • Enhance Image • Participate in Development of International Standards
Individual Benefits • Informal Exchange of Ideas • Develop & Demonstrate: Leadership, Technical, Organizational, Presentation, Negotiating Skills • Enhance Knowledge of Technical Issues • Establish a Global Network • Make New Friends
Member Application Process • Committee Membership Application (ASTM website): • Contact information • Committees / subcommittees you wish to join • Complete and submit to ASTM with ASTM member fee (if not already an ASTM member) • ASTM Headquarters: • Assigns member number • Provides access to members area of web site • Advises committee secretaries of request to join • Committee assigns: • Classification if product committee • Voting status
Member Classifications • Producer • A member representing an organization that produces or sells materials, products, systems or services • User • A member representing an organization that purchases or uses the materials, products, systems or services other than for household use • Consumer • A member who primarily purchases, or represents those who purchase, products and services for household use • General Interest • A member who cannot be categorized as a producer, user or consumer
Subcommittee Membership • Standards development and maintenance responsibility in a topical area • Conducts electronic ballot review of its product • Adjudicates negatives and comments received on ballots • Delegates standards development to smaller working groups • Oversees Task Group Operations
Work Groups • Naming conventions are SC dependent • Sections • Usually a long standing working group dealing with a topical area with in the SC scope • Panels • Working group with specific STM support responsibility • Task Group, Study Group, etc • Small working group who develop, write, conduct precision studies on new or current methods, specifications, etc. • These working groups may report to another work group, to a SC, or to the Committee, depending who created
Work Group Membership • Membership • Anyone interested in the task is encouraged to participate • ASTM membership is not required, but preferred • Writes Standard, or conducts a special project • Revise or update a current standard • Conducts Interlaboratory study, if appropriate • Writes research report if appropriate • Research reports are required to support a change in precision
Voting Status • Official Voting Members • One per voting interest • Other members of same interest can be Unofficial Voting Members • Unofficial Voting Members • Do not vote in ballot adjudication • All Members • Have access to all ballots and supporting materials • Can Participate in standards development process
Voting Balance • A balance of voting interests exists (Main & Subcommittees) • Applies to Official Voting Members • General Interest + Users + Consumers > Producers Voting Users Consumers General Interests Producers • Limits number of voting producer interests • Does not limit participation • Unofficial voting members do not count in balance
Membership Balance • Committee D02 Balance required • Product Subcommittees • Balance required • Property Subcommittees • Balance optional • Coordinating Subcommittees • Balance optional
Ballot Guidelines • New Standards / Revisions • Electronic ballot to all SC members • Concurrent with Main Committee • If it is not the first ballot on the topic • Rationale cover letter is required • Reapproval Standard • Unanimous voice vote in SC meeting • Sent to Main Committee Ballot
Ballot Foundation • All ballots are electronic – posted to Committee D02 Members Only webpage • Must allow a minimum of 30 days for response • All negative votes require a written explanation to be considered • Substantive changes made in response to comments require reballoting (Scopes and Precision sensitive to change)
ASTM Balloting Process COMMITTEE ON STANDARDS SOCIETY & MAIN COMMITTEE D02 60% Return 90% Approval The ASTM standards development process is driven from the bottom up, by the technical experts. In the balloting process extensive consideration is given to negative votes. Standards are not approved until all negatives are resolved. SUBCOMMITTEE 60% Return 2/3 Approval SECTION / TASK GROUP
Ballot Response • Affirmative • Affirmative with comment • Negative Must have written reason! • Preferably not editorially based • Abstention • Abstention with comment
Resolving Negatives • Withdrawn by voter • Withdrawn with Editorial change – D02 Editor approval required • Not related (2/3 hand count required – voting members). Must become a new business item • Not Persuasive (2/3 hand count required) • SC must supply reasoning for motion in adjudication documentation Resolution of Negatives may be by electronic ballot of membership or at a meeting
Appeal of Not Persuasive • Negative voter options on Main Committee Ballots • If determined not persuasive at Main Committee meeting, voter may request a confirming ballot on his/her Main Committee negative vote • Must be within 30 day of receiving notification of vote • Electronic ballot conducted to sponsoring subcommittee • No comments on ballot (yes, no, or abstain vote) • Appeal to COS • Response based on basis of Due Process, not technical
Not Persuasive Negatives • Negatives determined Not Persuasive on Subcommittee Ballots attached to Main Ballot item for rest of approval process, includes • Copy of negative • Copy of subcommittee response • Vote count totals • Committee on Standards (COS) • Reviews all Not Persuasive ballot actions on Main Committee/Society Ballots for due process. No technical issues considered
Ballot Comments • All comments must be considered • Options • Editorial changes • Cannot be substantive. If in doubt consult with editorial staff • New work item • Not related to ballot item
Ballot Not Required • Editorial changes • Correct typographical errors • Correct editorial style • Change non-technical information • Reduce ambiguity