Communiqué on the 5th meeting of ISO/TC 251 Asset Management

Communiqué on the 5th meeting of ISO/TC 251 Asset Management

By Charles Corrie

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ISO/TC 251 has held its 5th meeting in February 2018 in Paris, France. Following the March 2017 meeting a ballot on a Draft International Standard (DIS) for the revision of ISO 55002 Asset management -- Management systems -- Guidelines for the application of ISO 55001, had been conducted and received a good majority for approval. In addition, a Committee Draft of ISO/TS 55010 Guidance on alignment of asset management, finance and accounting was circulated for review  and received a number of comments suggesting improvements.

ISO/TC 251 had held its 4th meeting in March 2017. Following the meeting a ballot on a Draft International Standard (DIS) for the revision of ISO 55002 Asset management -- Management systems -- Guidelines for the application of ISO 55001, had been conducted and received a good majority for approval. In addition, a Committee Draft of ISO/TS 55010 Guidance on alignment of asset management, finance and accounting was circulated for review (but not for ballot) and received a number of comments suggesting improvements.

The 5th meeting noted that the membership of the TC continues to grow, so that it now has 30 P-members (no change), 13 O-members (increase of 1) and 29 Liaisons (+2).

The meeting was held during unusual snow conditions in Paris, which caused problems on the transport network. Given that the previous meeting was held during a cyclone, the TC is rapidly developing a reputation for only meeting at times of severe weather events.

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

  • The ISO/TMB's agreement to give "protection" to the ISO 55000 family of standards against the development of asset management standards by other committees in ISO, via a revision of Annex SP to the ISO/IEC Directives Part1. This is expected to come into force once the revised edition of the ISO Supplement to the Directives is issued in May 2018.
  • The availability of Mrs Carolina Popp, a terminology specialist from Argentina, to advise on how to improve on the consistency of terms and definitions within the ISO 55000 family.
  • The work of the ISO/TMB/TAG13 Joint Technical Coordination Group on Management System Standards (the JTCG) and concerns about:
    • The lack of initiation of a systematic review of the Annex SL "High Level Structure" during 2017
    • The variation in the way that different ISO MSS define "risk" and where the text is positioned in the standards (in clause 6 versus clause 8)
    • The way in which the requirements of Annex SR on avoiding reference to legal and contractual matters in standards is being applied to ISO management, and management system, standards by ISO Central Secretariat, when non-compliance could pose a serious business risk to an organization which needs to be controlled through a management system.  It is hoped that by referring this to JTCG for its meeting later in February, that the ISO/TMB can then be influenced to review this matter. It was noted that the revision of ISO 55002 is highly affected by this issue.
    • An overview of the work programme of the TC, and:
      • how the TC's current projects are expected to complete within the next 2 years, prior to its expected start to any revisions of its key standards
      • how to plan for the development of new ideas for papers or formal projects in the interim period
      • how this could be affected by a revision of the Annex SL "High Level Structure"
      • Reports on the activities of the five TC251 WGs in preparation for the Paris meeting
      • A report on the work of AHG02 on the topic of "value", and reviewing if this was now in a suitable state to be presented to the TC itself (it was agreed it was)
      • The need to improve TC 251's interaction with its liaison members.
      • The provision of a briefing session for new members that was due to be held following the CAG meeting.
      • Planning for future meetings of the TC and WGs.
         

      The Secretary gave a report to the TC' opening plenary on the recent activities of the ISO/TMB/TAG13 JTCG. This repeated many of the issues considered by the CAG. In addition, he advised that the JTCG's Task Group (TG) 5 on the development of the ISO Handbook on the Integrated Use of Management System Standards (the IUMSS) had now completed its task. The ISO/TMB had requested that the IUMSS should be subject to a final review by the JTCG (at its meeting in February) prior to being published.

      At the closing plenary meeting:

      a) WG3 Communications reported that it had worked on:

      • Creating materials to enable members to act as "Ambassadors" for the ISO 55000 standards
      • Reviewing the liaison processes used by the TC (with WG4) and made plans for improving them.
      • Producing templates for documents and presentations etc., to support the ISO 55000 "brand"
      • Producing and publishing additional general materials for promoting the TCs standards
      • Improvements to the TC's web site (committee.iso.org/tc251)
      • Continuing to explore the need for specific materials for specific audiences
      • Producing an initial draft paper on the alignment of the TC's work to the UN's Sustainable Development Goals
      • The need for translations into other languages of its guidance materials
      • The development of internal communications, such as a biannual newsletter, for members and WG experts.
      • The development of communications to support the publication of the revised edition of ISO 55002 later in the year.
         

      b) WG4 Product Improvement reported that:

      • It had developed an initial draft paper to clarify the issue of "managing risk in the context of asset management" and another initial draft paper on the value of using an asset management system
      • It had approached ISO/TC267 to jointly produce a paper to clarify the boundaries and overlaps between "facilities management" and "asset management "
      • It had coordinated with WG3 in developing a liaison management process
      • It had worked with Mrs Popp to gain a greater understanding of the use and application of terminology concept diagrams for the ISO 55000 terms and definitions, and new terms arising from the other WGs.
      • It had participated in the development of a TC251 paper to the JTCG on the issue of references to legal/regulatory/contractual requirements in management and management system standards.
      • It had examined how to capture ideas for a future revision of ISO 55001 (arising out of the current revision of ISO 55002), ideas for potential new work item proposals, and for future work on ISO 55000.
         

      c) WG5 Finance and asset management alignment reported that:

      • It had reviewed the results of the Committee Draft (CD) enquiry on ISO/TS 55010 and had considered and resolved the comments received.
      • It had reviewed the output of the AHG02 on value and incorporated this, as appropriate, into the revised draft of ISO 55010.
      • It had prepared a Project Plan for the ongoing development of the TS post Paris, but was not yet certain if this would result in a 2nd CD, or in a Draft Technical Specification for ballot; the decision would be made once the extent of the changes to the draft had been reviewed by the WG.
      • It had progressed the final edits of two sub articles on:
        • Why Alignment
        • How to Align
      • It had resolved the comments on finance issues from the ballot of ISO/DIS 55002
      • It had revised Annex E for ISO 55002 concerning finance.
         

      d) WG6 Revision of ISO 55002 reported that:

      • It had processed the 646 comments received on ISO/DIS 55002, and resolved many conflicting viewpoints.
      • It had reviewed the output of the AHG02 on value and incorporated this, as appropriate, into the revised draft of ISO 55002.
      • It had considered several new ideas for either improving the current ISO 55001 or as potential new work item proposals.
      • Following further editing, a Final Draft International Standard (FDIS) would be issued for review and ballot by around July, provided issues concerning references to legal requirements can be satisfactorily resolved with ISO C/S.
         

      e) WG7 Development of ISO 55011 reported that:

      • A number of new experts (from new countries) had participated in its meeting, greatly improving the diversity of its membership
      • It had considered how to differentiate the term "policy" in relation to Government policy, as opposed to its use in the ISO 5500X standards as asset management policy.
      • It had identified key aims and benefits of such Government policies
      • It had made significant progress in structuring its document and the inclusion of key content, which would enable it to submit a Committee Draft for the TC to review in the next few months.
         

      The TC received offers to host future meetings in Ecuador and in China; however no dates have yet been confirmed, as the Secretariat needs to monitor progress with the developments of ISO/TS 55010 and ISO 55011 before being in a position to determine the most advantageous timing.

      In closing the meeting the Chairman stated that he considered that the committee had made very good progress in all its activities, before thanking all the members for their contributions. He reiterated the need to bring-in more experts to increase the diversity of the membership of the committee and to support its growing work programme.

      The Chairman formally thanked the hosts, Association française de normalisation (AFNOR) and the Institut Français d'Asset Management Industriel et Infrastructures (IFRAMI), as well as the sponsors Veolia, Capgemini, Assetsman, and the Global Forum on Maintenance and Asset Management (GFMAM), for having provided such excellent facilities and hospitality during the meeting.

      Specific thanks are owed to Mrs. Edmea Adell, for her exceptional efforts in planning, organizing, and supporting the meeting.