1. IAF TF MD 4 (to be formerly known as CAAT) r1
Co-Conveners:
Leonardo Omodeo-Zorini, IIOC
Sheronda Jeffries, QuEST Forum

2. Terms of Reference IAF TF MD 4
Purpose: Starting with the current MD 4 – CAAT, the TF will introduce/address new technology & other changes into the conduct of remote assessments, audits and evaluations by using technology and inviting potential stakeholders from ICT to support this initiative.
Scope of Activity:
Developing document(s) to further the understanding and implementation of the use of information and communication technology (ICT)
Making recommendations for changes to IAF MLA documents in the use of ICT for increased efficiency and sustainability
Educating IAF members on the increased use of ICT
Sharing best practices in the use of ICT
Communicating the benefits of consistent application of the use of ICT through a 360-approach within the IAF
Meetings will be conducted as required with the majority of meetings to occur virtually using technology

3. Would like more TF members, especially AB members!
Member List
Team members as of February 23, 2015:
Leonardo Omodeo-Zorini, Co-Convener IIOC*
Sheronda Jeffries, Co-Convener QuEST Forum*
Reinaldo Figueiredo       ANSI            
Craig Moor ANSI (NSF*)
Michael Burger              PEFC*             
Alister Dalrymple          IQnet*                
Alex Ezrakhovich IQnet*
* = Global organizations representing multiple regions
✓ Indicates attended the February 23, 2016 meeting
Would like more TF members, especially AB members!

4. Activities since last Meeting
23 February st TF meeting (WebEx)
Drafted Terms of Reference
Reviewed possible inputs
Surveyed members regarding:
What do you see as the future of MD 4?
Is the use of ICT in assessments, audits and evaluations the NEW normal?  Why or Why Not?

5. Agenda for March 30th Meeting
30 March 2016 – 2nd TF meeting (F2F/WebEx)
Review Terms of Reference & Potential Inputs
Review Previous Survey Results
What do you see as the future of MD 4?
Is the use of ICT in assessments, audits and evaluations the NEW normal?  Why or Why Not?
Potential NEW survey questions:
Provide examples of Virtual assessment (on the AB level, CB level and industry level, Scheme Owner level, Evaluation level {Testing/Inspection activity})
What limitations (if any) would it wise or prudent to impose on the assessment/audit/evaluation of processes that typically require the process personnel to be physically present such as the majority of product manufacture and the provision of the majority of services?
Per Leo:
I do believe that the second question below, to be addressed to us as TF members, can be answered as follows (at least as I see it):
Actually valid documents (MD 4 – ) are outlining the use of remote auditing and the limitation is related to the timing to be dedicated to this part in comparison with the physical presence at the auditee premises.
We could discuss that the split between the two could be 30-70, 40-60, 50-50, 60-40….100% remote!
Probably when these documents have been written (MD 4 – 2008) and the technology was not yet completely available or know like it is today, thinking to perform an assessment/audit/evaluation fully remotely was impossible to be even discussed!
But today it is specially for activities on virtual companies, laboratories, many service companies, simple manufacturing companies.
Anyway it is always very important the analysis of the activities of the companies to be audited, the scope of certification/assessment/evaluation, the processes used by the companies (manual, semi-manual, automated, fully automated, completely supported by ICT, use of robotics, delivered using Clouds etc.), the number of the sites involved and which type of sites, in order to be able to set the correct balance between remote and physical activities to be used in our activities.
 Ciao,
Leo

6. Q1: What do you see as the future of MD 4?
To develop a document that can be used by all stakeholders (Industry, CBs, ABs, SO)
If I see the actual tasks of the TF limited to an update, I don't see a future for it. If I see that the TF has a wider mandate to interconnet actua MD4 and ID 12 with the aim to create something completely new and helpful for many stakeholders in order to align the new "MD" with the state of art at this point in time with a system in place to upgrade it continuosly while the world is evolving fas, then I'm seeing it having a meaning and an impact.
Q2: Is the use of ICT in assessments, audits and evaluations the NEW normal?  Why or Why Not?
It is not for ANSI because our 1st remote assessment that we deliver was in 2006.
It is not the normal for many ABs and CBs, because the mind set of the auditors/assessors has to change for them to participate in this type of process. The client also need to be receptive to this process.
It is 100%. TIC Industry is needing that to really have a sustainble impact which is looking to cost efficiency, rationalisation, speed, environmental impact etc.
Q3: What inputs should we consider besides those already identified (MD 4, ID 12, MD 5, MD 12, APG/AAPG Papers, ISO 19011:2011, ANSI Experience in Remote Assessment rev 00_2 White Paper)?
I think we need to do a search of ISO standards that were developed by the JTC-1.
Probably we should make a wider involvement of end users to capure their experiences and best practices already in place and implemented in practice with ROI data and cost efficiency levels achieved in using remote technologies.

7. Next Meeting TF MD 4 will NOT be meeting in New Delhi, India
Meetings will be conducted as required, with the majority of meetings to occur virtually
To date, tools used for for TF MD 4 have included:
WebEx
Doodle Poll
SurveyMonkey

8. Thank you. Questions?