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 ( 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
Jim Simnick, Vice Chairman

3. Helping Our World Work Better
12,000+ ASTM standards operate globally
Applied to just about everything from steel to sustainability
They improve the lives of millions every day
20 September 2018

4. 6,525 Important. Every Day. The Role of ASTM Standards
Ensures safety, quality and reliability
Constantly responding to new challenges, new technology and new markets
Built on principle of voluntary consensus: giving everyone an opportunity to participate
Effective and relevant across diverse markets
Helping everyone: consumers, businesses, manufacturers, innovators and governments
Incorporated into contracts, regulations, codes, and laws around the world; they support established and emerging economies and free and fair global trade.
6,525
ASTM standards have been adopted, used as a reference, or used as the basis of national standards outside the USA
Building on the work of our founders in the early rail industry – ASTM’s standards ensure safety, quality and reliability.
But progress never stops. We’re constantly responding to new challenges, new technology and new markets – by developing new standards and enhancing established ones.
We base our rigorous development process on voluntary consensus. This gives everyone an opportunity to participate in creating and defining a standard.
It also ensures that our standards are effective and relevant across the diverse markets we serve.
Our standards help everyone: consumers, businesses, manufacturers, innovators and governments.
They underpin contracts, laws and regulations. They support established and emerging economies – and ultimately – free and fair global trade.
20 September 2018

5. Over a Century of Openness
How We Work
Worldwide acceptance and trust comes from the principle of openness
Experts, individuals, organizations, academia, governments, trade associations, consultants and consumers come together
Over 30,000 members from 148 countries
Exchanging expertise and knowledge
Participating in a transparent process – open to anyone, anywhere
Timely and relevant. Fully representative of sectors. An aid to innovation, not a hurdle to overcome
145
main committees plus 1,997 subcommittees
– The principle that makes ASTM standards accepted and trusted worldwide is openness.
– We bring together experts, individuals, organizations, academia, governments, trade associations, consultants and consumers from all over the world.
– Over 30,000 members from 148 countries.
– Exchanging expertise and knowledge, they participate in a transparent process that’s open to anyone, anywhere, with an interest in a standard’s development and use.
– This means that as well as being timely and relevant, an ASTM standard is fully representative of the sectors to which it applies.
– And an aid to innovation, not a hurdle to overcome.
20 September 2018

6. Internationally Recognized Excellence
transparency
openness
impartiality and consensus
effectiveness and relevance
coherence
consideration of developing nations
ASTM complies with WTO principles for international standards development:

7. Training from the Experts
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
Hands-on and practical, ASTM training programs help users get the most out of standards that are critical to quality and performance.
Reflecting the same approach as our standards, they’re informed, relevant and built on sector-specific expertise.
Our training comes in many formats, from self-guided e-learning and continuing education programs, to intensive three-day seminars that focus on industry-specific issues.
Courses include open enrollment options in locations around the world, on-site training for individual firms and flexible online programs to accommodate busy schedules.
Firms can view which courses their employees have taken and the progress they’ve made via our learning management system.
20 September 2018

8. Independent and Objective52
proficiency testing programs involve 4,700
Laboratories and 6,500 units of participation 58% of participation from outside USA
Testing and Certification
Proficiency Testing Services: 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
– ASTM’s Proficiency Testing Services confirm and improve competence, determine method precision and accuracy and instill the ability to judge, assess and compare testing methods.
– Conducted on a lab-to-lab basis, all samples are tested according to our methods.
– The resulting data is assessed by us and used to provide invaluable statistical summary reports.
– Certification and Declaration Programs provide an independent and impeccable third-party evaluation that demonstrates compliance to standards or regulatory demands.
– Any organization across the world is eligible for this verification if their product falls within the scope of an ASTM Certification Program.
– They provide a level playing field for everyone, as all products are tested and rated to the same standard. They also answer regulatory needs and reinforce consumer confidence.
– ASTM also offers a program for personnel. It’s open to anyone meeting the eligibility requirements of ASTM and can really boost employee and employer relations.
D02 Programs:
Octane Testing
Diesel Exhaust Fluid Testing
Petroleum Products & Lubricants
20 September 2018

9. ASTM Standardization Concepts

10. 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.

11. Test Methods Practices Guides Classifications Terminology Standards
ASTM uses term “standard” as adjective to describe following types of standards:
Specifications
Test Methods
Practices
Guides
Classifications
Terminology

12. Regulations Governing ASTM
Principles governing the procedures
Management of Regulations
Committee in Technical Committee Operations
Committee on Standards
Includes all aspects of standards development
Type of standards, committee formation, committee balance, member classification, voting privileges, committee officer terms/nominations, standard review, balloting, handling negative votes etc.

13. ASTM Consensus Process
Facilitates standards without borders
Empowers private and public sector cooperation
Nearly 6,000 ASTM standards are cited globally and used as the basis of national standards, adopted directly, referenced or consulted
Saves time and effort in the development and application of technically current and relevant standards

14. Starting the Process Members identify the need; or
Outside representatives approach ASTM
ASTM brings stakeholders together
ASTM provides the forum and the process

15. ASTM Balloting Process
The Committee on Standards (COS)
Main Committee Ballot / Society Review
Subcommittee Ballot
Task Group Develops Technical Content

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

17. 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.

18. 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

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. D02 on Petroleum Products, Liquid Fuels, and Lubricants
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
Each of ASTM’s 138 technical committees
Has a title and scope approved by the Board of Directors
Is formed by the public and private sector to address specific industry subjects
Has several officers as defined in the committee’s bylaws
Has a formal roster that reflects the total membership
Each committee includes
Technical subcommittees which develop and maintain standards
An executive subcommittees to directs the committee’s operation
May include administrative subcommittees
Assigned functions such as conducting symposia or managing an awards program
Is assigned a staff manager and an editor
Each of ASTM’s 2200 technical subcommittees
Have scopes approved by the executive subcommittee
Organized to address subsets of specialized subject matter
Have formal rosters of the members
Typically members focused on a specific technical topic
Have jurisdiction of standards and maintain them
The thousands of task groups in ASTM are subgroups of the subcommittees and
Include individuals who may not be formal ASTM members
Are usually assigned a specific task
Is typically the level at which documents are first developed and later revised
Exist for a limited time until the assigned task is completed
Many subcommittees
Sections /
Task Groups …
Sections /
Task Groups …
and sections / task groups

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
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

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
Measurements

24. 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

25. Participation and Membership
Committees and Subcommittees

26. 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

27. Organization and Personal Benefits
Surveillance of Method Development
Exposure to New Techniques
Permits Comparison of Results
Customer Interaction
Enhance Image
Participate in Development of International Standards
Informal Exchange of Ideas
Develop & Demonstrate: Leadership, Technical, Organizational, Presentation, Negotiating Skills
Enhance Knowledge of Technical Issues
Establish a Global Network
Make New Friends

28. What are the steps in the ASTM Process?
Contact
ASTM
Register
Work Item
Draft
Standard
Determine need & stakeholder commitment for proposed standard
Approval by sub chair or at a meeting
Task group formed and develop draft
Open 30 days
Address negatives, if any
Subcommittee
Ballot
Main/
Concurrent
Ballot
Approval
Publication
Within 6 weeks of approval
Open 30 days
Address negatives, if any
Editorial review

29. Fundamental Operating Unit of the Committee
D02 Work Groups
Fundamental Operating Unit of the Committee
Ad hoc or Informal Group
Develops an Idea or Executes a Specific Charge
Generate a Work Item number
Hold Task Group meetings
At Committee Weeks or between meetings
Present and Discuss at Section level, if appropriate
Recommend actions to Subcommittee Level
Open Participation!

30. D02 Work Groups, cont. 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

31. 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
Review, Revise, or update a current standard
Prepare a recommendation for a Subcommittee
Conducts Interlaboratory study, if appropriate
Writes research report if appropriate
Research reports are required to support a change in precision

32. 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

33. STANDARDS DEVELOPMENT RECAP
2 levels of technical balloting:
Subcommittee
Main committee/Society review
Initial ballots of new standards and major revisions
Ballot subcommittee first!
All negative votes MUST be considered

34. Membership Classification and Voting

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

36. D02 Bylaws – Section 4 on Classification
Producer Classifications are an individual or company member (including consultants) who;
Represents an organization that produces a product or system covered in the scope of the Committee or subcommittee.
Supplies materials or services to those {defined above} whose business is significantly dependent upon those products.
Is a representative of a trade organization who represents producers
Note: If a member is classified on any subcommittee as a producer, the member shall be classified as a producer on the main committee (ASTM Regulations, Section 8.2)

37. D02 Bylaws – Section 4 Classification
User Classifications are an individual or company member (including consultants) who;
Purchases or uses products or systems covered in the Committee or subcommittee scope
Represents an organization who purchases or uses products or systems covered in the Committee or subcommittee scope.
General Interest Classifications are an individual or company member (including consultants) who;
Are not defined as a Producer or User
Examples include; Government Agencies, Academia, or Independent Testing Labs

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

39. Membership Balance Main Committee D02 Product Subcommittees
Balance required
Product Subcommittees
Property Subcommittees
Balance optional
Coordinating Subcommittees

40. All members may vote on All ballots
VOTING
ASTM regulations Defines Voting Privileges as
Section 6.2 Voting Privileges—Every ASTM member is entitled to vote on all Society Review items as well as on each ballot of a main committee and subcommittee to which the member belongs. All negatives and comments received from all ballot returns, including those from non-official voting members, shall be considered in accordance with these regulations.
All members may vote on All ballots
All negative votes/comments are considered
Caution! - Failure to return 3 consecutive ballots at the same level may result in a loss of vote
If you are a non-official voter, you still participate in the same manner in the standards development process and have access to all applicable ballots. Statements submitted to support your negative vote still stop a document from going forward until considered by the technical committee. All negatives and comments received from all ballot returns, including those from non-official voting members, shall be considered in accordance with regulation 6.2.

41. Official Voter Status
A Main Committee or Subcommittee Member shall be given an official voting status unless:
ASTM Regulations Section 6.3
The member’s voting interest already has been granted one official vote.
Acceptance will create an imbalance on classified committees or subcommittees.
i.e. The number Users and General Interest Members must exceed the number of Producers on the Committee
The member’s vote has been terminated as a result of Not- Returned-Ballots
ASTM Regulations Section 5

42. 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 and
Official Voter Distinction is used to Resolve Negatives Actions as Not Persuasive or Not Related
ASTM Regulations Section
67% (two-thirds) affirmative official votes at the main committee level.
ASTM Regulations Section

43. Online Tools and Member Resources
ASTM Website and MyASTM

53. Sample Ballot

55. Ballot Results (for Technical Contacts and Subcommittee Chairman only)

56. Closing Reports

57. Closing Reports, Cont.

58. D02 webpage

60. Committee Documents
Important Information is available on your MyASTM page under D02 Committee Documents section!
Meeting Staff Report
Administrative Deadline Notice
Committee D02 Bylaws
D02 Seminar or Workshop Presentations
D02 Facts for Members
Much, much, much, more!!!

61. MyASTM

62. HOW TO PARTICIPATE and GET STARTED!
VOTE!
Join a task group or subcommittee
Become a task group chairman
Participate in round robin programs
Attend workshops

63. ASTM Staff Contacts Alyson Fick
Staff Manager, Technical Committee Operations /
Len Morrissey
Director, Technical Committee Operations /
Lisa Drennen
Administrative Asst., Technical Committee Operations /
Jessica Barrett
D02 Editor, Technical Committee Operations /

64. Questions?