ASTM: Standards & Certification Organization

1. Read Antitrust Statement ASTM International is a not-for-profit organization and developer of voluntary consensus standards. ASTM’s leadership in international standards development is driven by the contributions of its members: more than 30,000 technical experts and business professionals representing 135 countries. The purpose of antitrust laws is to preserve economic competition in the marketplace by prohibiting, among other things, unreasonable restraints of trade. In ASTM activities, it is important to recognize that participants often represent competitive interests. Antitrust laws require that all competition be open and unrestricted. It is ASTM’s policy, and the policy of each of its committees and subcommittees, to conduct all business and activity in full compliance with international, federal and state antitrust and competition laws. The ASTM Board of Directors has adopted an antitrust policy which is found in Section 19 of ASTM Regulations Governing Technical Committees. All members need to be aware of and compliant with this policy. The Regulations are accessible on the ASTM website (http://www.astm.org/COMMIT/Regs.pdf) and copies of the antitrust policy are available at the registration desk Reminder: Electronic recording of ASTM meetings is prohibited.

2. Committee D02 on Petroleum Products, Liquid Fuels and Lubricants Member Orientation Greg Miiller, Vice Chairman

3. About ASTM Overview and Process www.astm.org

4. What is ASTM? • A Proven and Practical System • Established in 1898 • 150 committees & 12,700+ Standards • 32,000 members • 8,000+ International Members from 150 countries • 5,100 ASTM standards used in 75 countries • Accreditation: American National Standards Institute (ANSI) and Standards Council of Canada (SCC) • Process complies with WTO principles: Annex 4 of WTO/TBT Agreement • Development and delivery of information • made uncomplicated • A common sense approach: industry driven • Market relevant globally • No project costs

5. Important. Every Day. The Role of ASTM Standards Ensures safety, quality and reliability Emerging Industry Support: Standards are a foundation to build upon Responsive: innovations, new challenges, new technology and new markets Industry Lead: Effective and relevant across diverse markets Built on Consensus: 90% approval; balanced and equal Helping Everyone: all stakeholders involved directly impacts content Voluntary until Referenced: contracts, regulations, codes, and laws around the world. 6,788 ASTM standards have been adopted, used as a reference, or usedas the basis of nationalstandards outside the USA

6. Over a Century of Openness How We Work Provide Infrastructure and Tools • Templates, Online balloting, Online collaboration areas, meetings support, managers, administrative support, editors, promotional support Industry comes Together: • Exchange expertise and knowledge • Participating in a transparent process – open to anyone, anywhere Staff does not write standards, remain neutral Activities are Industry-Driven 149 main committeesplus 2,020+subcommittees

7. ASTM: The Power of Partnership • All stakeholders involved • Neutral forum • Consensus-based procedures • Private and public sector cooperation • Every member has equal say • 1 vote per interest • EXAMPLE • Manufacturers • Federal agencies • Design professionals • Professional societies • Trade associations • Financial organizations • Academia

8. Training from the Experts Training Hands-on and practical, ASTM training programs help users get the most out of standards They’re informed, relevant and built on sector-specific expertise D02 Training Courses: • ASTM D3241 Heater Tube Rating Workshop • ASTM Petroleum Lab Technician Online Training • Aviation Fuels: Specifications and Test Methods • Crude Oil: Sampling, Testing, and Evaluation • Diesel Fuel: Specifications and Test Methods • Gasoline: Specifications, Testing, and Technology • Marine Fuels: Specifications, Testing, Purchase, and Use • Statistics in ASTM Standard Test Method Development, Application, and Quality Assurance 1,500 people trained annually across 100 ASTM courses

9. Objective Testing Program 52 proficiency testing programs involve 4,700 Laboratories and 6,500units of participation 58% of participationfrom outside USA Testing and Certification Proficiency Testing Program (PTP): confirm and improve competence; determine method accuracy; instill the ability to judge, assess and compare test methods Resulting data creates statistical summary reports Certification and Declaration Programs provide independent evaluation of compliance to standards or regulations Available worldwide, they provide a level playing field, answer regulatory needs and reinforce consumer confidence ASTM also offers Personnel Certification Programs • D02 Programs: • Over 25 different programs related to Petroleum products and lubricants • www.astm.org/STATQA/petroproducts.html

10. Supporting Students and Emerging Professionals Student Membership Free Resume Builder Reduced Membership Fees Upon Graduation Participation in Student Competitions and Opportunities to Publish Grants and Scholarships Access to ASTM Magazines and Newsletters Emerging Professionals Program • ASTM members choose young professional who have the potential to become industry and technical committee leaders. • All-expense paid trip to committee week • Attendance at committee meetings • Participation in day-long mentoring program that provides an introduction to ASTM and an overview of the ASTM standards development process

11. ASTM International Orientation Module ASTM Global Membership Offices In: W. Conshohocken, PA (USA – HQ) Beijing, China Brussels, Belgium Lima, Peru Ottawa, Canada Washington, DC

12. ASTM Benefits… Benefits : Personal, Professional and Social Make a DIFFERENCE within your industry • Share/Gain knowledge of technical processes and products as methods are formulated • A voice in developments for specifications around the world to test and improve products • Create a safer environment • Work with technical experts drafting documents Global network of peers and professionals for • Business inquiries and opportunities, and • Professional development opportunities - Overall Growth • Enhance your communication skills • Become a Consensus Builder and Problem Solver • Take on a Leadership Role • Hone your Organizational Talents • Feed Your Intellectual Curiosity • Serve as an Ambassador for Your Company

13. ASTM Standardization Concepts

14. ASTM Complies with the WTO principles for international standards development WTO / TBT Principles ASTM Principles Transparency Openness Impartiality and consensus Effectiveness and relevance Coherence Consideration of developing nations Transparency Openness Impartiality and consensus Effectiveness and relevance Coherence Consideration of developing nations

15. Introduction to ASTM International Process for Standards Development What is a standard in ASTM? • Test Methods • Specifications • Practices • Guides • Classifications • Terminology 12,000 Standards

16. Time Frame for Developing Information • Complexity of the job • Urgency of needs • Time devoted by members • Utilization of new informational technologies / qualitiies Average Standards Approval: 18 months New Standards Activities: 7 months Revisions: 6 months or less We are striving at improving this process!!!!!

17. Introduction to ASTM Committee D02 on Petroleum Products, Liquid Fuels, and Lubricants

18. Committee D02 • Largest ASTM Committee, organized in 1904 • Includes over 2,400 members from more than 65 countries • Developer of over 800 petroleum, liquid fuels, and lubricant 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.

19. 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 ....

20. Technical Committee Organization Technical Committees form to address specific industry needs. Subcommittees are established to address subsets of specialized subject matter. Subcommittees organize their expertise into Sections or Task Groups. Working Groups are then used to write and edit standards. Main Committee D02 D02.0A Subcommittee A D02.07 Subcommittee 7 D02.0A.01 Section 1 D02.0A.02 Section 2 D02.0A.02.A Working Group A

21. 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

22. Product Subcommittees • .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 • 12 Product • subcommittees • Setting Industry Specifications • Performance Testing

23. 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 and Measurements

24. Coordinating Subcommittees • .91 Thermometry • .92 Proficiency Testing Programs (PTP) • .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 – Supporting the development and continual maintenance of standards.

25. Committees and Subcommittees Meeting Participation/Membership/Information/Voting

26. Standards Development Resources Staff manager for each committee Staff editor for each committee Facts for Member listing on the website Electronic templates for new standards Web-based Collaboration Areas for Task Group work (members and non-members can participate on task groups) Electronic balloting Virtual Meeting & Hybrid meeting capabilities Postings of all committee-related information to Members Only area of website Print & Subscription-based access to published standards Reduce geographic and financial barriers

27. Facts for Members: Table of Contents • Section 1 – Introduction • Section 2 – History of Committee D02 • Section 3 – Committee Activities • Section 4 –Committee Bylaws • Annex A1 – Awards • Section 5 –Development of a Standard • Information Items as Attachments: • 1. Structure of ASTM International Committee D02 • 2. Subcommittee Scopes • 3. Research Report Format Guide • 4. Committee Guidelines for Listing or Replacement of Test Equipment Suppliers in Standard Test Methods • 5. Guide to Quality Control Section in D02 Test Methods • 6. Joining Committee D02 • 7. Subcommittee Report to Committee D02 • 8. Training Course Development Protocol for ASTM International Sponsored Training • 9. Harmonization for Technically Equivalent ASTM International/EI Test Methods

28. Meeting Format: Parliamentary Procedure • Robert’s Rules of Order • Structure and Order to Meetings • Helps protect Member rights and privileges • General Meeting Structure • Call to Order • Approval of Minutes and Agendas • Officer and Task Reports • Old Business • New Business • Adjournment

29. The ASTM Method Development Process Documents are drafted and revised in the task group New standards are required to be balloted at the subcommittee level at least once After subcommittee approval, the main committee & entire Society Detailed procedures included in Regulations Governing ASTM Technical Committees Committee on Standards Publication Society and Main Committee Must Vote after Subcommittee Approval Sub-committee Must Vote Task Group Must Agree

30. Balance of Interest User & General Interest ASTM Producer Classified Technical Committees are balanced. No excess influence by any interest group

31. What are the steps in the Membership Classification Process? Contact ASTM Membership Secretary(s) Review Complete Membership Application Classification Voting Rights Assignment • ASTM Website • Call Customer Service • Attend an ASTM Meeting • Submit to ASTM for processing • Receive email notice of new member application • Pending applications are compared to existing Roster and Scope of Organization. Review by Officers A Review and Approval by D02.90 Option for Appeal for Review • Executive majority approval required for all assignments. • Any member can request the Executive to review and consider additional information.

32. Introduction to ASTM International The Consensus Process Ensures Due Process Everyone has the opportunity to provide input to the process One vote per voting interest (as opposed to one vote per country) Allcomments/negatives must be considered and resolved by the technical committee Technical and Procedural Appeals Process Process further validated through accreditations with the American National Standards Institute (ANSI) and the Standards Council of Canada (SCC) ASTM Regulations Defines and enforces ASTM’s open, transparent, consensus and coherent process Caution! - Failure to return 3 consecutive ballots at the same level may result in a loss of official vote status

33. Importance of the Official Vote • Official Voter Distinction Creates a Valid Ballot: • 60% ballot return of official voters. • 67% (two-thirds) affirmative official votes at the subcommittee level • 90% affirmative official votes at the main committee level. • ASTM Regulations Sections 11.2.1 and 12.2.1 • Official Voter Distinction is used to Resolve Negatives Actions as: • Not Persuasive or Not Related or Previously Considered • 67% (two-thirds) affirmative official votes at the subcommittee level • ASTM Regulations Section 11.4.3.3 • 67% (two-thirds) affirmative official votes at the main committee level. • ASTM Regulations Section 12.4.2.1

34. Handling Voting Results • A single negative vote halts the ballot process until resolution is reached. • All negative votes and comments count, even those that are not the “Official” voting interest. • Technical changes require re-balloting. • Editorial changes may be made without re-balloting.

35. Make a Difference - Get Involved Membership Meetings Open to members and non-members No fee attendance Importance of Attendance Impact decisions for standards topics Make the world a safer place for all Lead industry through innovation Meeting fellow industry experts Making Decisions New standards areas Handling ballot results Strategic planning • Open to any relevant stakeholders • Full Participating Membership • $75 annual membership fee • Includes free volume of standards • No requirement to attend meetings • Access to Ballots, Agendas, Minutes • Returning ballots requirement • Opportunities • Lead the development of a standards • Volunteer leadership • Network & Build Relationships • Learn about your industry

36. For More Information - ASTM Staff Contacts • Alyson Fick, MPA • Manager, Standards Development • tel +1.610.832.9710 cell +1.610.969.8633 • afick@astm.org • Len Morrissey • Director, Standards Development • tel +1.610.832.9719 • lmorrissey@astm.org • Lisa Drennen • Administrative Assistant, Standards Development • tel +1.610.832.9735 • ldrennen@astm.org • Jessica Barrett • Editor, Standards Development • tel +1.610.832.9655 • jbarrett@astm.org

37. ASTM International Orientation Module Contacts • ASTM international • Headquarters • Teresa Cendrowska • 100 Barr Harbor Drive • P.O. Box C700 • West Conshohocken, PA • 19428-2959, USA • tel +1.610.832.9500 • tcendrowska@astm.org • Brussel, Belgium • Sara Gobbi • tel +32.0.28.405.127 • sgobbi@astm.org • www.astm.org • Ottawa, Canada • Diane Thompson • tel +1.613.751.3409  • dthompson@astm.org • Beijing, China • Nancy Hu • tel +86.10.5109.6033 • nhu@astm.org • Lima, Peru • María Isabel Barrios • tel +51.1.205.5502 • ASTMLatinAmerica@astm.org • Washington, D.C., USA • Jeffrey Grove • tel +1.202.223.8505 • jgrove@astm.org

38. Training and Resources Member Tools and Online Resources • Member and Officer Virtual Training Modules: www.astm.org/MEMBER_TRAINING/ • How-to-Articles from Standardization News: www.astm.org/COMMIT/howto.html • Technical Committee Information Webpage: www.astm.org/COMMIT/newcommit.html • ASTM Regulations • ASTM Form and Style Manual • Committee Officer Handbook • Draft Standard Templates • Proxy Form • ASTM Interlaboratory Study Program (ILS): www.astm.org/ILS/index.html

39. Questions?