What You Should Know About ISO 14000 (part 1)

by Caroline G. Hemenway

Vice President and Publisher

CEEM Information Services

In less than five months the International Organization for Standardization (ISO) is expected to publish an environmental management system standard some are calling "revolutionary" and one that many predict will become more commonly known than the ISO 9000 quality management and quality assurance standards are today.

While hundreds of companies large and small are in the first stages of implementing the key standard in the ISO 14000 series -- ISO 14001 Environmental Management Systems -- Specification with Guidance for Use many more are taking a skeptical look at whether, how and where it might benefit their operations before jumping in.

Those who have decided to pursue ISO 14001 are doing it for reasons ranging from gaining internal efficiencies to positioning themselves for seizing contracting opportunities.

Kohler Company and its Kohler Plumbing North America facilities are among those modifying existing environmental management systems (EMSs) to meet the standards requirements without deciding yet whether to seek full implementation or go for internal or third-party system certification.

Tom Gehl, Director of Environmental Engineering, Safety, and Chemical & Metallurgical Lab at Kohler Company, cautions plating and finishing industry members to understand "the important thing is not to be overwhelmed by it. Look at it with an open mind and use what makes sense to you."

Kohler is a privately held company headquartered in Kohler, Wisconsin, with some 17 subsidiaries and affiliates and 17,000 employees worldwide, according to company sources. Best know for its plumbing products, the company has diversified into furniture and small engine manufacturing with facilities in Europe, the Peoples Republic of China, Indonesia, Morocco, Egypt, and elsewhere. Gehl notes that economic drivers are likely to come first from Europe, where several governments have indicated they will prefer to purchase from companies certified to ISO 14001 (See sidebar for more information on Kohlers EMS.)

While ISO 14001 and other documents in the series are beginning to enter the common language of business, Joseph Cascio, chairman of the U.S. Technical Advisory Group on the standards and the lead US delegate to ISOs Technical Committee 207 working on the standards, says most people are missing the whole point.

"The great expectation is that ISO 14000 will become the engine for fostering the environmental ethic within organizations. The ramifications of such change are potentially vast as individuals begin to export their environmental sensitivity from their workplace to their homes and families. ISO 14000 has the promise to drive societies to realize the much-desired but elusive goal of sustainable development. It will foster the development of clean technologies, greater environmental protection, and, for those with a bottom-line orientation, greater competitiveness."

So what is ISO 14000? Following are the top ten things you should know.

1. ISO 14000 Is A Series

First, ISO 14000 is the term used for the entire series of 17 environmental management documents in various stages of development; there is no ISO 14000 standard per se. They are voluntary standards that may take on the auspices of mandates as customers begin selecting suppliers who meet their criteria.

The series is known collectively as standards though only ISO 14000 qualifies as a true standard containing requirements against which companies can be audited. Five of the standards -- the EMS specification and guidance documents, and three auditing guidance documents -- are at Final Draft International Standard (FDIS) stage and are expected to be published in the fall. Some countries have already adopted ISO 14001 for domestic use. The American National Standards Institute will do so when ISO 14001 becomes final.

The standards can be classified in two categories according to their focus:

Organization and process evaluation standards:

Product-oriented standards:

The terms-and-definitions standard (ISO 14050) harmonizes the language among the others.

The ISO 14000 standards are aimed at giving companies direction for managing, measuring, improving, and communicating the environmental aspects of their operations. Experts predict that they will influence how you design and manufacture your products, select raw materials, market, gather and manage environmental data, and communicate data internally and externally.

ISO 14001 is the backbone of the series and, like ISO 9000, relies on changes in your organizational commitments, focus, and behavior rather than on coercion from governmental authorities to encourage improved corporate conduct. But unlike ISO 9000, it requires your company to account for the significant environmental impacts of all its activities on the surroundings.

High Global Expectations Fomented The Standards

It has taken less than five years for industry members of ISO from nearly 50 countries to negotiate the language of the five FDISs -- and unprecedented effort in the international arena for standards of this scope and caliber. ISO is made up mainly of industry and government standards bodies from 118 countries. Established in 1946, ISOs goal is to promote and facilitate the exchange of goods and services worldwide. ANSI represents the U.S.

Some observers trace the genesis of the ISO 14000 series to the United Nations Conference on Human Environment in Stockholm in 1972, attended by more than 113 country delegations. This conference spawned the United Nations Environment Program and a global action plan for fostering environmental responsibility. In 1991, ISO took up the reins and asked for recommendations on developing international environmental standards. In January 1993, ISO created TC 207, charged with developing standardization "in the field of environmental management tools and systems."

In parallel, the European Union (E.U.) adopted the Eco-Management and Audit Scheme in 1990. EMAS establishes specifications for EMSs of companies doing business in the E.U. and mirrors ISO 14001, but with more prescriptive requirements. The E.U. is expected to recognize ISO 14001 to be equivalent to EMAS, as long as companies meet the requirements in a "bridge" document being developed to span the differences.

Development of ISO 14001 was marked by heated debate over how prescriptive it should be. The Europeans, for example, argued that, in the absence of a regulatory "watchdog" such as the Environmental Protection Agency, the public will not have faith in a standard that leaves too much interpretation to industry. They fought in favor of a standard that clearly linked a management system with environmental performance, making both auditable.

The U.S., Canada and Japan, among others, disagreed, claiming that extensive laws and regulations already govern environmental practices. The link was made, but only indirectly -- a company determines in its environmental policy statement whether and to what extent environmental objectives and targets might be auditable.

ISO 14001 Myths Abound

One prevailing misunderstanding should be cleared up. ISO 14001

is not a performance standard. Furthermore, the standard requires continuous improvement of your companys EMS -- not of its environmental effects. By setting achievable goals and targets, a company can satisfy this element of the standard. In addition, ISO 14001

Requirements Are Straightforward

Kohlers Gehl notes that the standard itself is rather short and straightforward -- only 17 clauses -- and you probably already are in conformance with much of the standards requirements. For many companies conformance will be a matter of formalizing and documenting existing procedures, creating and benchmarking data records, and identifying and filling any remaining gaps.

The first requirement is that your company have a publicly available environmental policy articulated by top management. It should be appropriate to the nature of your organization, and include commitments to pollution prevention and continual improvement of the EMS.

You must establish and maintain procedures to identify significant environmental aspects and their associated impacts. Legal and other requirements also have to be available and procedures to ensure compliance should be consistent with the environmental policy. Objectives and targets must be documented and must be consistent with the goals of the environmental policy.

When the policy is implemented, each employees role and position must be clearly defined and that person must be aware of the impact of his or her work on the environment. It is the responsibility of your company to ensure that all employees are adequately trained.

Kohler emphasizes training, Gehl says, because by "empowering people to understand the process and ramifications of problems, you allow them to troubleshoot. You can find and correct the problem.

Weve had very good success with the Stop Training For Safety program developed by DuPont." An EMS helps make processes transparent to everyone and offers a way to root out systemic problems.

ISO 14001 further requires you to set up the EMS to facilitate internal communication. To that end, all relevant documentation should be easily available and usable, in either print or electronic form.

Organizations are expected to monitor and document their environmental effects continually and to review them periodically to ensure the EMS is effective and improving. Management is responsible for an internal review of the EMS on a regular basis.

The first series of requirements forms the policy -- the underpinning of the system. The second part establishes the EMS and the necessary operational mechanisms. The third part mandates the reviews to ensure compliance with the requirements of the EMS, including continual improvement.

Specifically, ISO 14001 consists of the following sections:

0 Introduction.

1. Scope. This specifies the requirements for an EMS to enable an organization "to formulate a policy and objectives taking into account legislative requirements and information about significant environmental impacts. It applies to those environmental effects which the organization can control and over which it can be expected to have an influence. It does not itself state specific environmental performance criteria."

2. Normative References

3. Definitions

4. Environmental Management System Requirements

4.0 General

4.1 Environmental Policy

4.2 Planning

4.2.1 environmental aspects

4.2.2 legal and other requirements

4.2.3 objectives and targets

4.2.4 environmental management programme(s)

4.3 Implementation and Operation

4.3.1 structure and responsibility

4.3.2 training, awareness and competence

4.3.3 communication

4.3.4 environmental management system documentation

4.3.5 document control

4.3.6 operational control

4.3.7 emergency preparedness and response

4.4 Checking and Corrective Action

4.4.1 monitoring and measurement

4.4.2 non-conformance and corrective and preventive action

4.4.3 records

4.4.4 environmental management system audit

4.5 Management Review. The standard states that the organizations top management is charged with the responsibility to "review the environmental management system, to ensure its continuing suitability, adequacy and effectiveness. The management review process shall ensure that the necessary information is collected to allow management to carry out this evaluation."

Annex A (Informative), Guidance on the Use of the Specification . This annex is included to provide clarification to avoid any misinterpretation, and is not intended for the use in audits. It is divided into sections mirroring the main body of the standard.

Annex B (Informative). This annex contains bibliographical references to the ISO 9000 quality management and quality assurance standards, and to any ISO 14000 series document that exists at the time of publication. This is likely to include the ISO 14010 auditing standards.

Annex C (Informative). Offers a chart illustrating the links between ISO 14001 and ISO 9001, showing where clauses in the two have largely congruent requirements.

(To be continued in a future issue)