Professional Documents
Culture Documents
and standards
Guidance and principles
for consumer participation
in standards development
March 2003
Contents
1 Introduction 2
3 Definitions 5
3.1 standardization 5
3.2 standard 5
3.3 consensus 5
6.1 General 23
6.2 Safety a priority 23
6.3 Performance related to defined end-use 23
6.4 The standard’s significance 23
6.5 Credibility to consumers 23
7 References 24
The purpose of this publication is to give Also provided is the list of recommenda-
guidance to those who represent consumer tions made by ISO and IEC to their members
interests in the technical committees of the in the context of consumer representation,
International Organization for Standardization which state that at the national level members
(ISO) and the International Electrotechnical should :
Commission (IEC). It may also serve as a guide
• support ISO and IEC initiatives aimed at
for the corresponding work at national level or
encouraging consumer representation in
to assist those who recommend the use of
standardization ;
International Standards, for example delegates
to the World Trade Organization (WTO). • orchestrate consumer participation in rele-
vant policy matters, and in the initiation and
The aim of consumers engaged in stand- planning of standards work programmes ;
ardization work is to ensure that standards
for consumer products are as comprehensive • invite consumer interests to participate in all
as possible and correspond to real consumer technical committees working on standards
needs. It should be emphasized, however, that projects of interest to the consumer ;
consumer interest in this work goes further than • encourage the active participation of con-
standards development. Consumers and their sumers in national delegations to technical
organizations can play a crucial role in raising committees that are developing consumer-
general public awareness of the existence of relevant International Standards ;
agreed standards, thereby ensuring that buy-
• guide consumer representatives on stand-
ers demand products manufactured, or serv-
ards procedures and provide them with
ices rendered, according to these standards.
technical briefings ;
After specifying how International Standards • communicate the results of their work to the
affect consumers and presenting several key public ;
definitions, the publication explains in some
detail both the principles and procedures of • help find solutions to finance consumer
consumer participation in standardization work representation, when required ;
and concludes with guidance on consumer • keep in contact with the public to “sound
expectations from certification, as summarized out” consumer opinion ;
below.
• study the way other consumer committees
work, so as to improve their own national
Principles of consumer structures, where appropriate ;
participation in standardization work
• coordinate all activities arising from these
This first main section begins with an overview recommendations within the same country.
of standards development procedures, cited
from ISO/IEC Guide 59, Code of good practice Another simple and straightforward list sets
for standardization, and briefly presents the out the minimum requirements to secure effec-
history of consumer participation in standards tive consumer participation even if resources
work. Moreover, general information is given on are limited, based on the selection of “key
the duties, responsibilities and management of moments” when consumers especially need to
ISO and IEC technical committees. play a role in the work.
Consumers expect that services and prod- User influence in standardization benefits
ucts will be consistent in quality, durability and both industry and society. Not only is the con-
ease of use. International Standards are volun- sumer perspective integrated into the stand-
tary rules and guidelines that help to ensure : ardization process, but also participation in the
process results in a more informed consumer.
• safer, healthier, more environmentally sound These people are more likely to assist in the
products and services ; use and implementation of standards in whose
• products with improved quality and reliabil- preparation they have been involved. The role
ity ; of the informed consumer should extend to
making the general public aware of the exist-
• better operational compatibility between
ence of standards and to encouraging the
products and greater consistency in the
demand for products and services conforming
delivery of services ;
to these standards.
• improved choice and access to goods and
services ;
• lower costs for consumers ;
• better product or service information.
NOTE 2 – Important benefits of standardization are : NOTE – Consensus need not imply unanimity.
improvement of the suitability of products, proc-
esses and services for their intended purposes,
prevention of barriers to trade and facilitation of [ISO/IEC Guide 2 :1996, definition 1.7]
technological cooperation.
3.2 standard
document, established by consensus and ap-
proved by a recognized body, that provides, for
common and repeated use, rules, guidelines
or characteristics for activities or their results,
aimed at the achievement of the optimum deg-
ree of order in a given context
Orchestrate Guide
Provide for consumer participation at the Standards work can be technical and com-
national level in the initiation and planning plex in nature. Where possible and necessary,
of the programmes of standards work, both national bodies should provide consumer
national and international, as well as in policy representatives with guidance on standards
matters relevant to the consumer. procedures and briefing on technical issues in
order to make their contribution both effective
Invite and based on knowledge of real possibilities.
At the national level, consumer interests Consumer representatives should receive
should be invited to participate in all technical early notice concerning upcoming meetings
committees carrying out standards projects and should receive documents in sufficient
affecting the interests of the consumer. time to review them thoroughly. There should
also be access for persons with disabilities, for
The degree of participation should reflect
anyone who requires it.
the relative importance to consumer interests
of the particular project.
Communicate
(Where consumer resources are limited, an
National bodies should ensure effective
alternative system of consumer representation
communication to consumer groups, other
is set out below in 4.5 as offering a minimum
relevant organizations and the general public,
requirement).
of the results of their standards work of interest
to consumers. Whenever possible they should
use publicity expertise and new possibilities
offered by technological development (such
as the Internet) to encourage feedback and
application of standards.
National bodies should provide a mecha- • when establishing the scope of the standard
nism to allow consumer representatives to (e.g. safety, fitness for function), listing the
request that standards projects be initiated characteristics, assigning the tasks to the
and to ensure that these initiatives have normal members of the committee and determin-
opportunities to progress. ing whether research among consumers is
necessary ;
Improve • during the technical committee’s work,
National bodies are invited to study the whenever a decision is to be made that
composition and terms of reference of the affects the established scope and/or the
various consumer committees of other national required performance level(s) ;
bodies, and to consider whether any changes • whenever national delegations are briefed
in their own national structures would be ap- for their participation in international stand-
propriate in order to comply with these recom- ards work, encouraging representation of
mendations. consumer interests in national delegations ;
• following the circulation of a draft, when
Coordinate
the committee considers all the comments
Particular attention should be paid to a close received ;
coordination of all activities arising from these
recommendations within the same country. • at the voting stage.
This would also facilitate a common approach
to matters of consumer interest in international
Finding representatives
standardization.
For the priority areas, persons duly commis-
sioned and representative of the consumer in-
terests should be located and nominated. This
4.5 When resources are limited will also require the organization of an effective
system of communication between these rep-
Key moments resentatives and the officer in charge of that
When consumer resources are limited, the work within the national standards body.
minimum requirements for securing effective
consumer participation within the means
available and keeping within the time scale
required by the work are set out below. These
requirements are based on the selection of “key
moments” in the work, when consumers are es-
pecially invited to play a role. During the stand-
ards-writing process, consumer input should be
sought in particular at the following stages :
• the establishment of standardization work
programmes ;
• at the time of selection of priority areas of
work for technical committees. Additionally
consumer representatives need to decide
upon areas where consumer participation is
essential and areas where they merely wish
to be kept informed ;
Limit values
For some purposes, limit values (maximum Values to be stated by the manufacturer
or minimum) should be specified, particularly There may be some properties of a product
for safety or for some performance require- that influence the performance of the product
ments. that should not be specified if an unspecified
number of varieties might be allowed. For some
Usually one limit value is prescribed for kinds of textiles, for example, the wool content
each characteristic. In the case of several need not necessarily be specified ; it may, how-
widely used categories or levels, several limit ever, be required that the wool content be indi-
values will be required. cated on an informative label. The International
Limit values of strictly local application Standard can list all characteristics that may
should not be included in an International be chosen freely by the manufacturer but the
Standard. values of which he must state. This statement
can be in various forms (name plate, label, ac-
companying document, etc.).
Assigned values
The International Standard may also in-
For some purposes, assigned values or
troduce categories or levels of products or
series of assigned values may be specified,
qualifying terms and may require that the terms
particularly for variety control and some inter-
(“ antimagnetic watch ” ; “ high fidelity appara-
face purposes. They may be chosen according
tus ” ; “ tropical performance ” ; etc.) or figures
to the series of preferred numbers given in ISO
or other codes be used only if the relevant
3, Preferred numbers – Series of preferred
requirements are met.
numbers (see also ISO 17, Guide to the use of
preferred numbers and of series of preferred Stating that the values of a characteristic
numbers, and ISO 497, Guide to the choice of should be specified by the manufacturer
series of preferred numbers and of series con- instead of specifying the actual values is not
taining more rounded values of preferred num- permissible in the case of health and safety
bers), or according to some modular system or requirements (See ISO/IEC Guide 51, Safety
other determining factors, as appropriate. aspects – Guidelines for their inclusion in
standards).
Test methods subject to standardization are If, for any reason, more than one test method
those that are related to technical requirements is to be standardized, the referee (often called
(characteristics) : “reference”) method shall be identified in the
International Standard to settle doubts or
• which are, or are likely to be, specified in
dispute. For example, one of the methods may
standards, technical specifications, techni-
be easier to perform but needs some special
cal regulations, etc. ;
apparatus which may not be widely available,
• or that determine the performance of a or one may be more quickly carried out but has
product ; a different accuracy.
• or whose values are to be stated by the sup-
plier. When two or more test methods have suffi-
cient accuracy for the purpose of the standard,
Normally, test methods applicable only in re- they may all be included, but it shall also be
search should not be included in International stated that they are equivalent.
Standards.
When preparing standards on test methods,
technical committees are encouraged to use Choice of test methods according to accuracy
well-defined reference materials, if any. The tolerance on the value of the charac-
teristic to be assessed shall determine the
choice of the test method to be used, and the
Criteria for the development of test methods
accuracy of the test method shall be in relation
A test method should be given for each of to the tolerances.
the performance characteristics listed in a
standard. When it is considered technically neces-
sary, each test method should incorporate a
The following points should be taken into statement as to its limit of accuracy.
consideration :
• the test methods should be defined in such Assessment of every single item or of samples
a way that the test results correspond as Some characteristics of a product may need
closely as possible to the performance to be assessed on each item and others by
results as experienced by consumers when statistical methods.
using the product in practice ;
• the test methods must be objective and give Whether or not the conformity of every single
meaningful and reproducible results ; item of a product should be assessed depends
upon the nature of the requirement and of the
• details of test methods should be defined
product. In drafting International Standards,
with a view to optimum usefulness to the
it should be carefully considered whether the
consumer, taking into account the ratio
conformity requirement is really intended to
between the value of the product and the
apply to every single item.
expense involved in carrying out the tests ;
• where use has to be made of accelerated If there are requirements (for example
test procedures or of methods that have only concerning health and safety) compliance with
Other requirements
Documents accompanying the product
Marking and labelling requirements Standards may require that the product be
International standards may require : accompanied by some kind of document, e.g.
instructions for use or other information appear-
• marking identifying the manufacturer and
ing in or on the product package (see ISO/IEC
his address or responsible vendor, i.e. trade
Guide 37, Instructions for use of products of
name, trademark or identification mark ;
consumer interest ). When relevant, the content
• marking identifying the product, i.e. model of such documents should be specified in the
or type reference or designation. standard.
Guidance on the information which should
be supplied for products may be found in ISO/ Warnings
IEC Guide 14, Purchase information on goods Standards that contain references to haz-
and services intended for consumers. ardous chemicals and/or instruments and
Marking can be applied, inter alia, by means processes should include a general warning.
of plates (sometimes called “nameplates”),
labels, stamps, colours, threads (in cables) as
Packaging and storage
appropriate.
If indications with regard to warnings, date General
of manufacture (or code indicating this) and When relevant, a standard should specify
date of expiry, etc. are necessary, the corre- requirements for packaging and conditions
sponding requirements should be included in of storage and transportation of the product,
the clause of the standard dealing with mark- either to protect the product, or to prevent
ing and labelling. hazards, contamination or pollution (see the
outline below or ISO Guide 41, Packaging
Standards with labelling requirements – Recommendations for addressing consumer
needs for greater detail).
Standards containing a reference to the
marking of the product should specify, where
Protection
applicable :
The packaging should protect the contents
• the content of any marking that is used to in such a way that neither their performance,
identify the product ; nor their reliability, are affected by
• the means of presentation of such marking ;
• outside mechanical forces, such as impact
• the location on the product or in some cases
or vibration ;
the package, where such marking should
appear ; • contamination by undesirable substances,
for example water or air ;
• other information as may be required.
• climatic conditions, for example heat or
Symbols specified for marking shall be in cold.
conformity with any relevant standard. If the
application of a label is required by a standard, Handling
the standard should also require that the label The packaging design should facilitate
and its legend be durable, permanently legible
and universally understandable. Where neces- • transport and storage of the product both at
sary, the standard may also specify the nature the distribution level and in the home ;
of the labelling and how it is to be attached, af- • opening and remaining open of the packag-
fixed or applied to the product or its package. ing when needed ;
In many cases, information and warnings on For more information, see ISO/IEC Guide
products of consumer interest may be given 74, Graphical symbols : Technical guidelines
advantageously in the form of graphic symbols. for the consideration of consumers’ needs 3).
This will help the consumer to make best and
proper use of the product during installation,
daily use (including storage), maintenance
and disposal, and reduce the risk of hazards 5.4 Procedures for starting work
of a chemical, mechanical or electrical nature.
Special consideration should be given to “vul- New projects
nerable” consumer groups, such as children,
Initiation
certain groups of handicapped persons, and
even illiterate persons. Information concerning Two situations may occur when new work is
public services and facilities should also be considered, the first being where the item does
given in the form of graphic symbols. not fall within the scope of an existing techni-
cal committee or sub-committee, the second
Consumers are aware that internationally situation being where a technical committee
standardized symbols already exist in many covering the area is already in existence.
areas but that in many others there is still an
uncovered need. International standardization A proposal for work by a new technical com-
may be the tool that can help create interna- mittee may be made to the technical manage-
tionally accepted and implemented graphic ment board by :
symbols to the advantage of consumers and • a national body ;
society as a whole :
• a technical committee or subcommittee ;
From the consumer’s viewpoint, there are • a policy development committee ;
certain basic principles that should be adhered
to when devising graphic symbols : • the technical management board
• the Chief Executive Officer ;
• symbols should be easily understandable
and recognizable (it is important that sym- • a body responsible for managing a certifica-
bols be tested among consumer groups tion system operating under the auspices of
before they are adopted) ; the organization (IEC only) ;
• they should be easy to distinguish from • another international organization with na-
each other ; tional body membership.
Assembly of data
5.5 Getting results
Before any meeting or series of meetings,
General all the needed facts should be assembled.
If necessary, they should be organized as
Planning by representatives
a formal presentation to convince doubters
Consumer representatives are supported of the validity of the case supported by the
by their national bodies or other organizations consumers.
to influence discussions for the benefit of
the general public using goods or services.
In such discussions, the representatives of Procedures
manufacturing interests usually outnumber Knowledge of the procedures prescribed
consumer representatives, and may form the for the conduct of the relevant organization’s
majority of the technical committee. Careful business is important. If they have not been
planning can considerably increase the ef- properly followed in a case where a decision
fectiveness of the actions of representatives has gone against the consumer position
when negotiating in these circumstances. by a narrow majority, then it may be worth
appealing. Both international bodies have
Business Plans mechanisms for appeal, but to use them
generally requires that it can be shown that
All ISO and IEC committees are required
faulty procedures were followed. To demon-
to manage their work by producing business
strate failures of this type requires intimate
plans. In these plans, the resource costs and
acquaintance with the Directives of the inter-
justifications for all current and proposed
national bodies.
projects must be shown, and the plans are
subject to approval by higher levels in the
organizations. If consumer representatives
ISO 3, Preferred numbers – Series of preferred ISO/IEC Guide 50, Safety aspects – Guidelines
numbers for child safety
ISO 17, Guide to the use of preferred numbers ISO/IEC Guide 51, Safety aspects – Guidelines
and of series of preferred numbers for their inclusion in standards
ISO 497, Guide to the choice of series of pre- ISO/IEC Guide 59, Code of good practice for
ferred numbers and of series containing more standardization
rounded values of preferred numbers
ISO/IEC Guide 71, Guidelines to address the
ISO 2859, Sampling procedures for inspection needs of older persons and persons with dis-
by attributes abilities when developing standards
ISO 3951, Sampling procedures and charts for ISO/IEC Guide 74, Graphical symbols :
inspection by variables for percent noncon- Technical guidelines for the consideration of
forming consumers’ needs
ISO/IEC Guide 7, Guidelines for drafting of ISO/IEC Statement on addressing the needs
standards suitable for use in conformity as- of older persons and people with disabilities in
sessment standardization work
ISO/IEC Guide 14, Purchase information on ISO/IEC Directives – Part 1 : Procedures for the
goods and services intended for consumers technical work
ISO/IEC Guide 15, ISO/IEC code of principles ISO/IEC Directives – Supplement : Procedures
on “ reference to standards” specific to ISO
ISO/IEC Guide 23, Methods of indicating con- ISO/IEC Directives – Supplement : Procedures
formity with standards for third-party certifica- specific to IEC
tion systems