Communiqué on the 2nd meeting of ISO/TC 251 Asset Management

Communiqué on the 2nd meeting of ISO/TC 251 Asset Management

By Charles Corrie

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Communiqué on the 2nd meeting of ISO/TC 251 Asset management, 13 to 17 June 2016, H.C. (High Court) Meetings AB, Malmö, Sweden

ISO/TC 251 held its first meeting in November 2015, where it established a Chairman’s Advisory Group and four working groups.

Following the publication of ISO 55000, ISO 55001 and ISO 55002 in January 2014, the TC had conducted an informal survey to determine market reaction to the standards. The feedback showed that there was a need:

  1. to provide additional communications and support to the market concerning the benefits and use of the standards
  2. to obtain more precise feedback on the standards
  3. to clarify more clearly the relationship between asset management and finance
  4. to improve ISO 55002 to give clearer advice on the linkages between some of the key management system elements, e.g. on risk, and to remove some minor inconsistencies.  

The four working groups were established to deal with each of these items.

In accordance with its agreed strategy, the TC had also requested ISO Central Secretariat to conduct a formal (systematic) review of the ISO 55000 and ISO 55001 standards, which started in January 2016. The results were only made known at the time of the closing plenary meeting and indicated a large majority for confirming the standards unchanged. The results would be considered formally at the next meeting of the TC before it decides on what action to take on them.

It was noted that the membership of the TC continues to grow, so that it now has 29 P-members (up from 25), 12 O-members (no change) and 22 Liaisons (up from 16).

Delegates to the meeting

The High Court, Malmö

The Chairman’s Advisory Group had held a meeting the day before the TC’s opening plenary, where it gave consideration to:

  • The TC’s liaison arrangements, and how they should be improved
  • A paper from Australia suggesting a need to give “protection” to the ISO 55000 and ISO 55001 standards, as well as a paper in response from ISO/IEC JTC1/SC7
  • The publication of a Handbook by ISO giving advice on the use of ISO 55001
  • Reports on the activities of the four WGs
  • The ongoing development of the TC’s Strategic Business Plan   

It was agreed that the TC needs to improve its communication and dialogue with the other ISO or IEC committees that are developing, or considering developing, standards on asset management or on asset management systems. This is a task that was assigned to WG3 Communications to manage.

In relation to the paper from Australia (and related to the issue of liaisons and other ISO and IEC committees that are developing standards that contain elements of asset management or of asset management systems) it was agreed that the TC should seek to avoid market confusion. Consequently, the TC adopted a resolution requesting the ISO/TMB to give protection to its standards, by requiring similar standards  from other committees to be based on ISO 55000 and ISO 55001, and for those other TCs to coordinate their activities with TC251. This would be in accordance with the protection given to other management system standards, such as ISO 9001 or ISO 14001. This will be subject to review by the ISO/TMB.

It was noted that the ISO Handbook incorrectly attributes the TC as having been involved in its development. The TC adopted a resolution to request the ISO Technical Management Board (ISO/TMB) to have the Handbook withdrawn. This issue will now be subject to an ISO/TMB ballot. [Secretariat note: The ISO/TMB adopted a resolution at its June meeting to change ISO’s future commissioning process for Handbooks, which will require referral to the relevant TC before proceeding.]

The WGs gave reports on the webinars they had held and the preparations they had made in advance of coming to Malmo. It was agreed that there was a need for a high level of coordination between all four WGs.

It was agreed that the TC’s Chairman and Secretary would need to continue working on the Strategic Business Plan after the Malmö meeting, before it would be ready for circulation to the TC for approval, prior to being submitted to the ISO/TMB by September. The WGs were requested to provide brief descriptions of their work-plans for inclusion in the Strategic Business Plan.  

The Secretary gave a report on the recent activities of the ISO/TMB/TAG13 Joint Technical Advisory Group on Management System Standards (the JTCG), and its Task Group 5 on the development of the ISO Handbook on the Integrated Use of Management System Standards (the IUMSS). It was advised that the TC is not currently represented on TG5, and that a limited number of experts could be nominated to participate (the TG will be meeting in Dublin in June and in Sydney in October).

At the closing plenary meeting:

a) WG3 Communications reported the following:

  • It had completed an analysis of potential stakeholders and their needs
  • It had examined potential types of materials appropriate to the stakeholder groups, and those that might be needed for asset management “ambassadors”
  • It had examined potential channels of communication, particularly the use of web sites
  • It had considered the processes needed to “approve” materials before they are released publicl

The TC agreed that documents which are agreed by consensus within a WG would be able to be circulated quickly, but that those from an individual should be subject to review by WG3 before being circulated. As a final step, the TC’s Chairman and Secretary would also conduct a review of all materials before their release.

b) WG4 Feedback reported that:

  • A more appropriate title for its activities would be “Product improvement”
  • It had examined several methods of obtaining feedback (not just surveys)
  • It planned to create a knowledge database for use by all members of the TC
  • It had worked with WG3 to coordinate the activities of the two WGs
  • It would provide guidance to the other WGs in selecting appropriate tools for obtaining feedback and for managing the feedback process.

The WG also gave a brief overview of the results of a survey that had been conducted amongst the delegates to the Malmo meeting on the ISO 55000 standards.

c) WG5 Finance reported:

  • It had provided input to WG6 for the revision of ISO 55002 on the issue of finance and asset management
  • It had decided against proposing the development of a Technical Specification and instead would now develop a series of articles for communication by WG3
  • It had made progress in developing several articles, and had identified additional topics for future articles   

d) WG6 Revision of ISO 55002 reported

  • It had made good progress in reviewing and redrafting many sections of the standard
  • It had identified and drafted a number of guidance annexes showing how key issues, such as risk, applied across many clauses of ISO 55001
  • Further work was needed to be completed in the weeks immediately following the meeting, before a working draft would be issued
  • It was planned that a Committee Draft would be issued after the next meeting of the TC.

The TC received offers to host future meetings in the USA during October 2016 and in Australia during March 2017.

In closing the meeting the Chairman stated that he considered that the committee had made good progress in its activities, before thanking all the members for their contributions.

The Chairman formally thanked the hosts, the Swedish Standards Institute (SIS) and Tetra Pak, as well as the sponsors Ortelius and Systecon, for having provided such excellent facilities and hospitality during the meeting.

Specific thanks are owed to Johan Paulsson (from Tetra Pak), Per Forsberg and Michaela Strömsten (from SIS), for their exceptional efforts in planning, organizing, and supporting the meeting.

Charles Corrie
For the BSI Secretariat of ISO/TC 251
charles.corrie@bsigroup.com