Opening Remarks

• S. Joe Bhatia,
  President and Chief Executive Officer American National Standards Institute

• Conference Moderator:
  James E. Matthews, III
  President, U.S. National Committee, IEC and Director, Technical Standards and Standards Policy, Corning Inc.

Keynote Address

• Keith E. Williams
  President and Chief Executive Officer Underwriters Laboratories, Inc.

Concurrent Separate Breakout Sessions:
ISO and IEC Technical Policy Issues

Two concurrent breakout sessions – one focused on issues of importance to ISO, the other on topics being addressed by the IEC – allowed attendees an opportunity to network and engage in a constructive dialogue with their counterparts in other technical program areas. It also gave participants a forum to identify and discuss common concerns, share effective solutions, illustrate the best procedures and practices used by successful members, and provide feedback on cross-cutting issues that require attention within ANSI, ISO or IEC.

IEC Breakout Session

• Moderator: Robert A. Williams
  Chair, USNC Technical Management Committee and Vice-President, Standards, Underwriters Laboratories, Inc.

• Elaina M. Finger
  International Standards Coordinator
  Corning Inc.

ISO Breakout Session

• Moderator: Karen Boehme
  Chair, ANSI ISO Forum and International Standards Development Manager National Fluid Power Association

Session I

Converging and Emerging Technologies: The Coordination Imperative

This session focused on the importance of national synchronization between ISO and IEC TAGs. Special attention was given to the development of effective mechanisms for information sharing and cooperation before U.S. positions are finalized and forwarded to ISO or IEC.

Speakers provided examples of how one cross-organizational issue is currently being coordinated between U.S. TAGs for the ISO and IEC.

During the open dialogue, participants shared input to help ANSI and USNC leaders prepare for the joint ISO and IEC meeting on this topic, which was held at the beginning of June 2007.

Panelists:

• Robert A. Williams
  USNC/IEC/SMB Representative

• Steven Cornish
  ANSI ISO/TMB Representative

  Mr. Cornish presented an overview of cooperative projects between ISO and IEC and future areas of interest. Mr. Cornish will be presenting a paper to the ISO/TMB at its June meeting that highlights some of the problems these joint efforts encounter and offers potential solutions.

• David S. Ensor
  Center Director and RTI Senior Fellow,
  IEST Research Triangle Institute Center for Aerosol Technology

Dr. Ensor discussed issues related to coordination in the field of nanotechnology. Dr. Ensor stressed the need for cooperation between the US/TAGs for ISO/TC 229 and IEC/TC 113, specifically noting the need to establish consensus between the two TAGs prior to attending international JWG meetings.

• Herbert S. Bennett, Ph.D.
  NIST Fellow and Executive Advisor

  Dr. Bennett highlighted the challenges ISO and IEC face from converging technologies. Dr. Bennett challenged the audience to consider if the current business model used by the two organizations is applicable to converging technologies, specifically in the field of nanotechnology.

Session II

Guidance on Responsibilities Related to Patents, Copyrights and IPR

What is the role and responsibility of a U.S. delegate to an ISO or IEC meeting when recommending national standards for inclusion in the ISO or IEC work programs? Speakers answered these questions during a brief presentation to educate committee leaders and delegates on the “do’s and don’ts” of dealing with protected material including copyrights, patents and related intellectual property rights issues.

Speakers

• Stephen P. Oksala
  Vice-President, Standards, Society of Cable Telecommunications Engineers

  Mr. Oksala discussed the new harmonized patent policy between ISO, IEC and ITU. Mr. Oksala also explained the difference between patents and licensing. In addition, he highlighted issues surrounding RAND (“reasonable and non-discriminatory”) terms and conditions related to patents references in ISO and IEC standards.

• Frank K. Kitzantides
  IEC Vice-President/Chair, Standardization Management Board National Electrical Manufacturers Association

Mr. Kitzantides discussed the harmonization of patent policies between ISO, IEC and ITU. The new policy strongly encourages the disclosure of patented technology and the use of RAND terms and conditions.

Session III

Establishing and Maintaining International Alliances

This session continued the discussion of Session I: The Coordination Imperative by broadening the focus to bi-lateral and regional cooperation. Participants focused on how to network with representatives from other countries and regions to coordinate on issues, leverage resources and solidify positions that will support U.S. interests. Speakers shared lessons learned and provided examples of how strategic alliances have been successfully established bi-laterally and regionally.

Panelists

• Les Eastwood
  Director, Architecture and Standards Strategy, Motorola, Inc.

  Mr. Eastwood discussed the need to form international partnerships when working for a multinational corporation. Using Motorola as an example, Mr. Eastwood stressed the idea of technology as a global need and in order to maximize product efficiency, technology should be developed at the global level and not on a country specific basis.

• David Miller
  Director, Standards Program, American Petroleum Institute

  Mr. Miller presented specific case studies of API’s use of international alliances. Mr. Miller emphasized that forming alliances allows organizations to better leverage resources and adds value to products.

• Karen Higginbottom
  Director of Standards Initiatives, Hewlett Packard Co.

  Ms. Higginbottom illustrated how international alliances are advantageous in the standards world. More specifically, Ms. Higginbottom discussed how INCITS, as the US/TAG Administrator, was able to coordinate a single US position among multiple standards developing organizations. In turn, members of the US/TAG shared the US position with their counterparts in other countries in order to build and establish alliances prior to an international meeting of ISO/IEC JTC 1.

Session IV

Electronic Communications and the Broad Application of IT in Standards Development

Participants engaged in an open dialogue in order to learn how they can incorporate new electronic technologies to facilitate business processes throughout the standards development process.

Speaker

• David White
  Vice President, Marketing, Kavi Corporation

  Mr. White discussed IT support for standards developers and presented 3 options to simplify the work of users. Some of the benefits include automated archiving and comment tracking, encoding policies into the infrastructure and email notifications.

• Michael Palm
  Engineering Group Leader
  Underwriters Laboratories, Inc.

  Mr. Palm discussed UL’s use of IT in the development of standards. UL’s system allows participants to comment, ballot, request changes and access meeting information online. In addition, the system is programmed to recognize when consensus if reached and who is eligible to vote or comment on documents.

Lunch
Lunch will be provided

Session V

Using and Referencing ISO and IEC Standards for Technical Regulation

A representative from ISO/CS provided information related to the use of international standards in regulations.

An industry spokesperson provided a perspective, while representatives from federal regulatory agencies were on hand to discuss their viewpoints.

Output from this session will be used as the basis for a U.S. white paper that will be carried forward to an ISO workshop on this topic during the General Assembly in September 2007.

Speakers

• Kevin McKinley
  Deputy Secretary-General, ISO

  Mr. McKinley presented an overview of how standards can benefit regulators and policymakers. In addition, Mr. McKinley discussed the content of a special joint publication on using and referencing ISO and IEC standards in technical regulations.

• David P. Kelly
  Associate Director of Harmonization, Europe and Trade, FDA

  Mr. Kelly presented a regulator’s perspective and discussed the US government’s use of standards as regulations. Mr. Kelly highlighted some of the benefits to using voluntary consensus standards, which included participation by affected parties, cost and time efficient, leading edge thinking and the potential for the harmonization of issues.

• Donald N. Heirman, NCE
  Don Heriman Consultants / Chair, CISPR/A Radio Interference Measurement and Statistical Methods

  Mr. Heirman discussed the operations of a special committee in the IEC – CISPR, which deals with radiated emissions standards. Mr. Heirman also cited the challenges of implementing the standard in different countries.

• John Kupsch
  Technical Director, Good Housekeeping Research Institute

Mr. Kupsch gave an overview of how Good Housekeeping uses standards in its day to day activities. Mr. Kupsch highlighted key indicators that can contribute to Good Housekeeping reports, which included non-compliance with mandatory or voluntary standards.

Session VI

Brief Summary Reports

Reports were gathered from the Breakout Sessions that were held on Day One.

Facilitators:

• Robert A. Williams
  IEC Breakout Session Moderator
• Karen Boehme
  ISO Breakout Session Moderator

We Are Here For You
The conference moderator led an open discussion session in which attendees were invited to raise comments and concerns not already addressed during the conference. Responses and advice was provided by a panel of conference speakers; participant feedback was encouraged.

• James E. Matthews, III: Moderator
• S. Joe Bhatia
• Belinda L. Collins
• Frank K. Kitzantides
• Kevin McKinley

Conference Wrap Up

The conference moderator summarized discussion items, points of agreement and actions that required further development and advancement within ANSI or the USNC.

• James E. Matthews, III
  Conference Moderator

Closing Remarks

• S. Joe Bhatia
  American National Standards Institute