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Read Antitrust Statement

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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 Greg Miiller, Vice Chairman

3 About ASTM Overview and Process

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 Highlight bottom bullet points – explain more about no project costs

5 6,788 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 used as the basis of national standards outside the USA Focusing on emerging industry support

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 committees plus 2,020+ 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.

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
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.

9 Objective Testing Program
52 proficiency testing programs involve 4,700 Laboratories and 6,500 units of participation 58% of participation from 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 – 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: Over 25 different programs related to Petroleum products and lubricants .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 12/25/2018

11 ASTM Global Membership
ASTM International Orientation Module ASTM Global Membership Offices In: W. Conshohocken, PA (USA – HQ) Beijing, China Brussels, Belgium Lima, Peru Ottawa, Canada Washington, DC Example of global participation at ASTM. We now have signed 110 MOUs with many countries and regional bodies. The MOU map provided will show all the countries and regional bodies that we have MOU agreements with the sign date. Offices in various locations around the world.

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 12/25/2018

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 Process for Standards Development
What is a standard in ASTM? Test Methods Specifications Practices Guides Classifications Terminology 12,000 Standards –A standard is a technical document that has been developed and approved through the ASTM consensus process. Test methods, specs, practices, guides, classifications and terminology. All standards are living documents and can be revised or proposed at any time. ASTM requires that they be reviewed every 5 years, but, in fast-moving sectors, it’s more frequent than that. There allows for responsiveness to market needs and technology changes. The mandatory five year review exists to ensure they remain relevant. – It’s backed by powerful tools and technologies that enhance global connectivity, such as collaboration areas for drafting standards, electronic balloting, virtual meetings and online member tools and resources. – These systems give members the freedom to be in instant contact, to share thinking and to review and develop standards more quickly. – This reinforces our reputation for timely as well as relevant standards. Introduction to ASTM International 2015

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 2015

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 Meeting Participation and Membership / Voting
Committees and Subcommittees

26 Standards Development Resources
Reduce geographic and financial barriers Staff manager for each committee Staff editor for each committee 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 ASTM Staff’s role is to manage & support the technical committees 2015

27 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

28 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 Society and Main Committee Must Vote after Subcommittee Approval Committee on Standards Publication Sub- committee Must Vote Task Group Must Agree

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

30 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.

31 The Consensus Process Ensures Due Process ASTM Regulations
Everyone has the opportunity to provide input to the process One vote per voting interest (as opposed to one vote per country) All comments/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 ASTM has our guidance document; the Regulations. The Society uses these regulations to govern the consensus process. My job and that of my peers is to ensure that these are always upheld. They cover everything from new activity development, to member classification, to the handling of negatives votes. Different than other SDOs, like ISO, where there is only 1 vote per country. Caution! - Failure to return 3 consecutive ballots at the same level may result in a loss of official vote status Introduction to ASTM International 2015

32 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 or Previously Considered ASTM Regulations Section 67% (two-thirds) affirmative official votes at the main committee level. ASTM Regulations Section

33 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. 2015

34 Make a Difference - Get Involved
Membership Meetings 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 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 12/25/2018

35 For More Information - ASTM Staff Contacts
Alyson Fick, MPA Manager, Standards Development tel cell Len Morrissey Director, Standards Development tel Lisa Drennen Administrative Assistant, Standards Development tel Jessica Barrett Editor, Standards Development tel

36 Contacts www.astm.org ASTM International Orientation Module
Ottawa, Canada Lima, Peru Headquarters Diane Thompson María Isabel Barrios Teresa Cendrowska tel   tel 100 Barr Harbor Drive P.O. Box C700 West Conshohocken, PA Beijing, China Washington, D.C., USA , USA Nancy Hu Jeffrey Grove tel tel tel Brussel, Belgium Sara Gobbi tel

37 Training and Resources
Member Tools and Online Resources Member and Officer Virtual Training Modules: How-to-Articles from Standardization News: Technical Committee Information Webpage: ASTM Regulations ASTM Form and Style Manual Committee Officer Handbook Draft Standard Templates Proxy Form ASTM Interlaboratory Study Program (ILS):

38 Questions?


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