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representing 135 countries.

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1
 ASTM International Committee D02 on
Petroleum Products, Liquid Fuels and
Lubricants

Member Orientation

December 2013
Tampa, FL

Jim Simnick
Vice Chairman
Committee D02

2
 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

3
 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

4
 About ASTM International
 Headquarters near
Philadelphia
 Staff of approx. 170

 Offices in:
• West Conshohocken, PA
• Washington, DC
• Mexico

• China

• Brussels

• Canada
5
 ASTM’s Product Include

 Over 12,000 standards

published annually
 Related publications
 Related training and
laboratory cross-check
testing programs

6
 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

7
 ASTM Standards are International

 ASTM standards are used

around the world and
developed by technical experts
from around the world

Argentina → 50 countries → Zambia

8
 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

9
 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
10
 The ASTM Structure

 30,000+ Members
• 128 countries represented

• 90 industry sectors represented

 2,200+ Subcommittees

 Thousands of task groups

11
 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

12
 ASTM Standardization Concepts

13
 ASTM Standardization Concept

 A decentralized system
• ASTM’s technical
committees make the
decisions

• ASTM provides an open

forum and an administrative
framework

14
 ASTM Standardization Concept

 The system is open

 Fair - Anyone may speak
and participate (Voting
members must participate)

 Methodical

 Rigorous process with

checks and balances

15
 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

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 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.

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 Standards

 ASTM uses term “standard” as adjective to

describe following types of standards:
 Specifications

 Test Methods

 Practices

 Guides

 Classifications

 Terminology

18
 Introduction to ASTM Committee D02
on
Petroleum Products and Lubricants

19
 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.
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 Who Is ASTM D02?
Members from more than 65 Countries
Argentina Finland Mongolia Singapore
Australia France Nepal South Africa
Austria Germany Netherlands Sri Lanka
Bahamas Ghana New Zealand Sudan
Bahrain Greece Nigeria Suriname
Belgium Guyana Norway Sweden
Bolivia India Oman Switzerland
Botswana Indonesia Pakistan Taiwan
Brazil Iraq Paraguay Thailand
Canada Ireland Peru Trinidad./Tobago
China Israel Philippines UAE
Columbia Italy Poland United Kingdom
Costa Rica Jamaica Qatar United States
Denmark Japan Russia Uruguay
Ecuador Korea Saudi Arabia Venezuela
Egypt Malaysia Seychelles Vietnam
El Salvador Mexico Slovenia

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 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 ....

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 Standards Support

 Technical Papers  Manuals

 Symposiums  Adjuncts

 Books  Data Series

 Proficiency Testing  Research Reports

 Training Programs

 Journal
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 D02 Committee Structure

MAIN Committee
D02 on Petroleum Products,
Liquid Fuels, and Lubricants

Subcommittee .94
Subcommittee .03 Subcommittee .08 Subcommittee .J Subcommittee .90 Quality Assurance
Elemental Analysis Volatility Aviation Fuels Executive and
Statistics

Many
Sections /
Task Groups … subcommittees Sections /
Task Groups …

and sections /
task groups
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 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
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 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
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 Product Subcommittees

 .A Gasoline and Oxygenated Fuels

12 Product  .B Automotive Lubricants
subcommittees  .C Turbine Fuels
 .D Hydrocarbons for Chemical and Special Uses
• Specifications  .E Burner, Diesel, Non-Aviation Gas Turbine and Marine Fuels
 .F Manufactured Carbon and Graphite Products
• Performance  .G Lubricating Greases
Testing  .H Liquefied Petroleum Gases
 .J Aviation Fuels
 .L Industrial Lubricants
 .N Hydraulic Fluids
 .P Recycled Products

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 Properties Subcommittees
 .01 Combustion Characteristics
 .02 Hydrocarbon Measurement for Custody Transfer (Joint
13 Properties ASTM/API)

Subcommittees  .03 Elemental Analysis

 .04 Hydrocarbon Analysis
 .05 Properties of Fuels, Petroleum Coke and Carbon Materials
• Test Methods  .06 Analysis of Lubricants
for Properties  .07 Flow Properties
 .08 Volatility
• Measurements  .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
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 Coordinating Subcommittees

 .91 Thermometry
6 Coordinating
Subcommittees  .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

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 Membership

Committee and
Subcommittees

30
 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

31
 Organization Benefits

 Surveillance of Method Development

 Exposure to New Techniques
 Permits Comparison of Results
 Customer Interaction
 Enhance Image
 Participate in Development of International
Standards
32
 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

33
 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
34
 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

35
 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
36
 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

37
 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
38
 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

39
 Voting Balance

 A balance of voting interests

exists (Main & Subcommittees)
 Applies to Official Voting Members
 General Interest + Users +
Voting
Consumers > Producers
Users Producers
 Limits number of voting Consumers
producer interests
 Does not limit participation
General Interests
 Unofficial voting members
do not count in balance

40
 Membership Balance

 Committee D02 Balance required

 Product Subcommittees
 Balance required

 Property Subcommittees
 Balance optional

 Coordinating Subcommittees
 Balance optional

41
 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

42
 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)

43
 ASTM Balloting Process
COMMITTEE ON
STANDARDS
SOCIETY & MAIN The ASTM standards
COMMITTEE D02
60% Return
development process is
90% Approval driven from the bottom
up, by the technical
SUBCOMMITTEE experts.
60% Return
2/3 Approval In the balloting process
extensive consideration
SECTION is given to negative
/ TASK
votes. Standards are
GROUP
not approved until all
negatives are resolved.
44
 Ballot Response

 Affirmative

 Affirmative with comment

 Negative Must have written reason!

 Preferably not editorially based

 Abstention

 Abstention with comment

45
 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

46
 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

47
 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
48
 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

49
 Ballot Not Required

 Editorial changes
 Correct typographical errors

 Correct editorial style

 Change non-technical information

 Reduce ambiguity

50
 Ballot Required

 Substantive
 Specification limits
 Changes to
 Procedure
 Equipment
 Precision statement
 Scope
 Significance & Use
 Any other significant change

 Summary of Change Section addition

 Contents change automatically when changes are balloted
51
 Committee Meetings
(Future Meetings Schedule available in
ASTM Registration Area

Committee D02 (and its related subcommittees) meets twice annually

• June and December (Sunday pm – Thursday)

• 8 am – 5 pm with special topics before and after

• Up to 15 groups meet simultaneously

• Typical attendance is 800-900

• International attendance 100 -130

Many subcommittees/ task groups use virtual meetings

52
 Committee Meetings

Reports from SC’s

D02 COMMITTEE Vote on Negatives
Thurs
Reports from Sections;
SUBCOMMITTEE Vote on Negatives to
recommend action for D02
SECTION/TASK
GROUP Technical, working group
SC
Advisory Plan for week; disseminate
Monday ExSC information

ExSC meets Sunday – Management details

53
 ASTM Proxy

Proxy: Votes for a voting member at Subcommittee

or Main meeting
 Voting member:
• Contacts the proxy
• Completes form in its entirety and SIGNS it
• Sends form to the Chairman prior to action
• Separate form required for each individual meeting

 Proxy:
• Ensures Chairman holds a copy
• Cannot hold more than one proxy at a meeting
NO SOLICITATION!
54
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57
58
59
60
61
62
63
64
65
 D02
webpage

66
 QUESTIONS !

Thank You For Attending.

If you have questions during the week

please see any ASTM staff or Committee
or Subcommittee Officers.

Invitation to attend other D02 workshops during

the week

67
 D02 Training / Symposia
at December Meeting

 Workshop: D02 Member Orientation

Wednesday, 7:00am – 8:00am
 Workshop: Introduction to the ASTM Interlaboratory Study Program
Monday, 12:00pm - 1:00pm
Wednesday, 8:00am – 9:00am
 Workshop: Petroleum Standards Training Videos
Tuesday, 7:00am – 8:00am
Wednesday, 12:00noon – 1:00pm
 SYMPOSIUM: Environmentally Considerate Lubricants
Monday: 8:00am – 5:00pm (Register at ASTM Registration Desk)

See D02 meeting schedule for room names.

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