API S1-2017 Organization and Procedures for the Committee on Standardization of Oilfield Equipment and Material Policy Document (Twenty-fourth Edition Send Customer Direct https w.pdf

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1、 Organization and Procedures for the Committee on Standardization of Oilfield Equipment and Materials: Policy Document API S1 Twenty-fourth Edition, June 2017 i Contents 1 Scope 1 2 Normative References . 1 3 Definitions and Abbreviations 1 3.1 Definitions 1 3.2 Abbreviations . 3 4 General Policies

2、. 4 4.1 Antitrust 4 4.2 National and International Standardization 4 5 Committee Organization . 5 5.1 General 5 5.2 Committee on Standardization of Oilfield Equipment and Materials (CSOEM) 5 5.3 Subcommittees 7 5.4 Task Groups . 10 5.5 Resource and Advisory Groups . 11 5.6 Work Groups 12 5.7 APIQR/A

3、PI Monogram Program Certification and Licensing Board (QRMPB) . 12 5.8 API Staff 13 6 Committee Operations 14 6.1 Appointing Authorities 14 6.2 Standards Development 15 6.3 Meetings . 18 6.4 Surveys and Questionnaires 19 6.5 Recognition and Awards. 19 7 Publications API Staff Responsibilities 20 7.1

4、 Issue of Standards and Revisions . 20 7.2 Notice of Availability of Standards, Specifications and their Revisions . 20 Annex A (informative) Links to CSOEM Forms . 21 Annex B (normative) International Work Groups 22 Bibliography 23 ii Foreword The American Petroleum Institute (API) is chartered to

5、promote the interests of the petroleum industry and to encourage the development and dissemination of petroleum technology. Since 1924, API has been the leader in developing voluntary industry standards that promote reliability, efficiency and safety through the use of proven practices. The API Stan

6、dards Program is accredited by the American National Standards Institute (ANSI), the authority on U.S. standards, and undergoes regular program audits to ensure it meets ANSIs Essential Requirements of openness, balance, consensus and due process. This is the same body that accredits programs at sev

7、eral national laboratories. APIs standards are developed through a collaborative effort with industry experts, as well as the best and brightest technical experts from government, academia and other interested stakeholders. The API voluntary standards program is a means to achieve the standards deve

8、lopment and technical cooperation objectives. The API Committee on Standardization of Oilfield Equipment and Materials (CSOEM) issues this document in support of the voluntary standards program. The Board of Directors of the API has authorized the standardization program, a program of licensing manu

9、facturers to use the API Monogram, and a program to register quality management systems. These programs have been delegated to upstream, midstream and downstream segments. Key Changes This edition of API S1 contains several changes from the previous version. The following is a list of some of the mo

10、re significant changes made in this revision: a) The API Monogram Program Board was expanded to include the duties of the API QR Technical Advisory Board. The annex describing the API Monogram Program Board was moved into the main text. The name of the board was changed to the APIQR/API Monogram Pro

11、gram Certification and Licensing Board. b) Conformance to the various normative references was clarified and material redundant between the references and this document were removed. c) Requirements for membership in the CSOEM, the APIQR/API Monogram Program Certification and Licensing Board, subcom

12、mittee, and task/work groups was clarified and expanded with clear limitations; including possible removal for non-participation. d) The forms used by the CSOEM are now found as links to ensure use of the latest version (see Annex A). e) Responsibilities of task group leaders were added. f) Responsi

13、bilities of API Staff were clarified and attendance requirements for specific activities were added. g) The process of creating SRRR for new projects was clarified and expanded. h) The color-coding annex was moved into the main text. i) International participation was encouraged and the potential us

14、e of international work groups was added. j) The annex describing the Board of Directors resolution creating the API Monogram program was removed. ORGANIZATION AND PROCEDURES FOR CSOEM 1 1 Scope This document provides information on policies and procedures for the Committee on Standardization of Oil

15、field Equipment and Materials (CSOEM), its activities, and guidelines for its conduct. These activities include requirements for developing, adopting, maintaining, and interpreting standards under the jurisdiction of this committee. 2 Normative References The following references are cited in this d

16、ocument and are indispensable for the application of the requirements of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the reference document (including any amendments) applies. API Antitrust Compliance Guide API Procedures for Sta

17、ndards Development API Document Format and Style Manual API Operating Procedures for the U.S. Technical Advisory Group (U.S. TAG) to ISO Technical Committee (TC) 67 API Guide for National Adoption of ISO Standards as API/American National Standards ISO/IEC 17021-1, Conformity assessment Requirements

18、 for bodies providing audit and certification of management systems 3 Terms, Definitions, and Abbreviations 3.1 Definitions The following definitions apply for the purposes of this document. 3.1.1 addenda A published portion of an existing standard with substantive changes. NOTE 1 Substantive change

19、s include revisions, additions, or deletions of material that change how the standard is used or applied and are considered a standards action and require a ballot. NOTE 2 Addenda can include errata items as well. 3.1.2 API corporate member An organization that has paid the required fees for current

20、 membership in the API. NOTE API membership is not required to participate in the standards development process, but is encouraged to strengthen governance and industry cooperation. 3.1.3 Company A legally defined entity. NOTE “Company” also refers to a parent company and its wholly owned subsidiari

21、es or affiliates. 2 API S1 3.1.4 consensus body The group that approves the content of a standard by ballot and by its approval, demonstrates evidence of consensus. 3.1.5 consultant A subject matter expert under contract to an interested party other than API. 3.1.6 contracted expert A subject matter

22、 expert under contract to API for standards development activities. 3.1.7 errata A published document containing non-substantive changes to an existing standard. NOTE Non-substantive changes include editorial errors or inconsistencies that do not affect how the standard is used or applied and theref

23、ore do not require a standards action. 3.1.8 General Interest An entity that is neither Operator-User nor Manufacturer/Service Supplier but has a direct and material interest in the product, operation, or practice described in the standard. NOTE This category may include consultants, government, aca

24、demia and classification societies. 3.1.9 interest category A classification that describes members of the CSOEM, its subcommittees or subordinate groups. This can be Operator-User, Manufacturer/Service Supplier, or General Interest. 3.1.10 licensing Authorization from API to apply the API Monogram

25、to conforming product. 3.1.11 Manufacturer/Service Supplier The entity that is fabricating a product specified in the standard or used in performing the operations or practices described in the standard or the entity that is providing a service in compliance with the standard. 3.1.12 Member A person

26、 who has been officially designated by the appropriate appointing authority (see Table 1) to represent their company or interest in the standards development activities of the committee, subcommittee, or group to which they are appointed. 3.1.13 Operator-User The entity that is using the product spe

27、cified in the standard or performing the operations or practices described in the standard. 3.1.14 Standard A document established by consensus that provides rules, guidelines or characteristics for activities or their results. ORGANIZATION AND PROCEDURES FOR CSOEM 3 NOTE Such documents may be desig

28、nated as Specifications, Standards, Recommended Practices, Bulletins, or Technical Reports, as defined in the Procedures for Standards Development. 3.1.15 standards action A substantive action taken or decision reached by an API committee or API staff relating to a standard or the manner in which su

29、ch action was taken or decision was reached. NOTE Standards actions may include approval of new standards, revision, reaffirmation or withdrawal of existing standards and the decision to nationally adopt an international standard. 3.1.16 US Technical Advisory Group U.S. TAG A group that develops and

30、 transmits, via ANSI, the U.S. positions on activities and ballots of ISO Technical Committees (and as appropriate, subcommittees and policy committees), including the approval, reaffirmation, revision and withdrawal of ISO standards. 3.1.17 voting member A member of a consensus body that has been d

31、esignated by their company to vote, and which conforms to the privileges and limitations as defined in this document. 3.2 Abbreviations ANSI American National Standards Institute API American Petroleum Institute APIQR API Quality Registrar CSOEM Committee on Standardization for Oilfield Equipment an

32、d Materials GISC Global Industry Services Committee ISO International Organization for Standardization IWG International Working Group MOU Memorandum of Understanding NOC National Oil Company NSB National Standards Body OGC Office of General Counsel P-TAG Policy Technical Advisory Board QRMPB APIQR/

33、API Monogram Program Certification and Licensing Board SRRR Standards Resource and Research Request TG task group WG work group 4 API S1 4 General Policies 4.1 Antitrust Participants in CSOEM standards activities shall comply with this document and the API Antitrust Compliance Guide. API employees s

34、hall ensure that activities satisfy antitrust law and this policy. The Office of General Counsel (OGC) should be consulted if there are questions concerning antitrust laws or the application of these requirements. OGC may assist staff or committee members by reviewing agendas and minutes and providi

35、ng counsel at meetings. In order to ensure all CSOEM standards developing activities are in alignment with antitrust laws, there shall be no discussion or forecasting of prices for goods or services provided or received by a company, no sharing or discussion of a companys confidential or proprietary

36、 information, no discussion of any companys specific purchasing plans, merger/divestment plans, production information, inventories, or costs, no discussion of company compliance costs unless publically available, no agreement or discussion of the purchase or sale of goods or services, no discussion

37、 of how individual companies intend to respond to potential market/economic scenarios or government action unless in general terms, and no disparaging remarks about specific products, vendors, services, or competitors. 4.2 National and International Standardization API Standards and the API standard

38、ization program are recognized worldwide, and API encourages representatives of companies and organizations involved in the use/manufacture of oilfield equipment and/or provision of exploration- and production-related services to the oil and gas industry in any country to actively participate in the

39、 API standardization program. It is the goal of API to cooperate with international standardization bodies. This requires adequate representation by the different interest categories, as well as close coordination with related efforts by API and other standards developing organizations. Additionally

40、, API is a member of the American National Standards Institute (ANSI) which is the United States member body of the International Organization for Standardization (ISO). API standards can be processed through ANSI for designation as American National Standards. API standards activities shall be cond

41、ucted in compliance with applicable laws. ORGANIZATION AND PROCEDURES FOR CSOEM 5 5 Committee Organization 5.1 General Figure 1 illustrates the typical organization and relationship between the different groups within the CSOEM. Figure 1 Typical Organization Chart 5.2 Committee on Standardization of

42、 Oilfield Equipment and Materials (CSOEM) 5.2.1 Function The CSOEM supervises the subcommittees reporting to it. It is the ultimate authority over their activity, determines policy relative to all formative and administrative aspects of the standards program, and periodically reviews and approves th

43、e scope, priorities, and resource commitments of the work program. It may form and discharge subcommittees and groups as warranted. It considers, accepts, modifies, or rejects all reports of subcommittees. The CSOEM reports to the API Upstream Committee for policy direction and coordinates with the

44、Global Industry Services Committee (GISC) for budget and resource issues. NOTE Information about APIs organization can be found at http:/www.api.org/about/organization . Committee on Standardization of Oilfield Equipment and Materials (CSOEM) (see 5.2.2) ANSI U.S. P-TAG to ISO TC 67 (see 5.2.3) API

45、Staff (see 5.8) Task/Resource/Advisory Group (see 5.4 may not apply to all subcommittees Work Group (see 5.6) Subcommittees (see 5.3) Task Group (see 5.4) Steering Group (see 5.3.5) 6 API S1 Functions of the CSOEM shall include, but are not limited to the following: a) issue recommendations to the G

46、ISC regarding the work program and resources; b) prioritize and manage the annual budget, which may include research, content specialist/contracted expert, and other resources; c) participate on the Appeals Board in the review of appeals of standards actions pursuant to the API Procedures for Standa

47、rds Development, as required; d) address recruitment and retention activities, including Emeritus Membership on subcommittees; e) identify candidates and present awards for service to the CSOEM, its subcommittees or subordinate groups; f) manage the approved work plan; g) oversee the QRMPB and, h) m

48、aintain API S1 and provide input to the Procedures for Standards Development. 5.2.2 CSOEM Membership 5.2.2.1 Members CSOEM Voting Members shall be employees or authorized representatives of active API corporate members engaged in Exploration and Production activities, and working to further the inte

49、rests of the API standards program. Voting Members shall be limited to one representative per company, including its affiliates or subsidiaries. Others who bring special skills, experience, or viewpoints to the group may be appointed as a non-voting member at the discretion of CSOEM leadership and API management. Member companies represented on the CSOEM should have representatives actively engaged in at least three technical subcommittees to ensure a balance of technical interests are represented on the CSOEM. The chairs of the subordinate subcommittees reporting to t