U.S. TAG to ISO & TAG Administrator
Maintenance Requirements

Maintain compliance with the current edition of the ANSI International Procedures (2019) and return the TAG Annual Compliance Form

Periodically, ANSI publishes updates to its International Procedures and will provide all ANSI-accredited TAGs with a compilation of the revision(s). Each year, whether revisions are made to the procedures or not, ANSI issues a compliance form that must be signed and returned to ANSI by the responsible TAG Administrator, after a review of any changes and comparison with the TAG’s current accredited procedures.

If an accredited U.S. TAG revises its procedures – whether to align with revisions to the International Procedures or for any other reason – the ANSI Executive Standards Council (ExSC) must be notified and the revised procedures must be provided.

Here’s what you do:

• Review the Annual Compliance Form and any revisions - provided by ANSI - and assess whether any changes are needed to your operating procedures in order to comply with the current edition of the ANSI International Procedures.
• Send your compliance form by the established due date to [email protected].
• The form will specify a date by which all ANSI-accredited U.S. TAGs must be in full compliance with any revisions included in a new edition of the ANSI International Procedures.
• If your procedures are changed for any reason, send revised procedures to [email protected], in strikethrough underline format with an explanation of changes

Here’s what you need to know:

Any proposed revisions must be compliant with the current edition of the ANSI International Procedures.

Review of Revisions to U.S. TAG Procedures

• Any proposed revisions must be approved by the ANSI ExSC before they can be implemented by the TAG Administrator in connection with the TAG's work (unless the text of the revisions is directed by ANSI as part of the issuance of a revised version of the ANSI International Procedures and the Annual Compliance process).
• See the “ANSI Summary Process for the Maintenance of the ANSI Essential Requirements and ANSI International Procedures”

Return ANSI-Accredited U.S. TAG to ISO Annual Report with membership roster

Each ANSI-Accredited U.S. TAG Administrator to ISO and ISO/IEC must prepare an annual report describing, in summary narrative form, the U.S. TAG activity during the past year. The TAG Annual Report form reminder is issued every December along with the TAG Annual Compliance Form.

Here’s what you do:

• Submit your ANSI-Accredited U.S. TAG to ISO and ISO/IEC annual report each year to [email protected] no later than January 31 of the following year.
• The report should include:

1. Information on TAG meetings (including attendees), actions taken, and the work program
2. Current TAG membership list, which should include:
   • Title and designation of the U.S. TAG
   • Scope of the U.S. TAG
   • U.S. TAG Administrator (name of organization, name of secretary, address(es), telephone number)
   • U.S. TAG officers (chairman and other officers)
   • Members, including the following information:
     • Names of the individuals and alternates (as applicable) and their addresses and business affiliations including names of the organizations they are representing on the U.S. TAG
     • The interest categories of the U.S. TAG defined and the category of each member identified
3. A list of any problems encountered during the past year in the functioning of the U.S. TAG or U.S. TAG Administrator that required assistance by ANSI
4. An express certification by the U.S. TAG Administrator that the U.S. TAG has been and continues to be operated in a manner that complies with all applicable ANSI and ISO procedures
5. The results of any self-audit held during the past year

Here’s what you need to know:

Annual Reporting

As stated in section 2.5.5.2 of the International Procedures, “Each U.S. TAG Administrator shall submit to ANSI a completed TAG Annual Compliance Form. In addition, an annual report shall be prepared by each U.S. TAG Administrator, describing in summary narrative form the U.S. TAG activity during the past year. The report shall be submitted to the ExSC or its designee no later than January 31 of the following year. In satisfying this requirement, meeting minutes and other appropriate reports and documents may be incorporated or appended, or referred to if previously distributed by ANSI. The annual report shall include:

1. Information on TAG meetings (including attendees), actions taken, and the work program
2. Current TAG membership list which shall include:
   • Title and designation of the U.S. TAG
   • Scope of the U.S. TAG
   • U.S. TAG Administrator (name of organization, name of secretary, address(es), telephone number)
   • U.S. TAG officers (chairman and other officers)
   • Members:
     • Names of the individuals and alternates (as applicable) and their addresses and business affiliations including names of the organizations they are representing on the U.S. TAG
     • The interest categories of the U.S. TAG shall be defined and the category of each member identified
3. A list of any problems encountered during the past year in the functioning of the U.S. TAG or U.S.TAG Administrator that required assistance by ANSI
4. An express certification by the U.S. TAG Administrator that the U.S. TAG has been and continues to be operated in a manner that complies with all applicable ANSI and ISO procedures
5. The results of any self-audit held during the past year

If the U.S. TAG or TAG administrator has a concern with either the conduct or results of a self-audit completed to assure adherence to its own procedures and applicable ANSI and ISO criteria and procedures, it may be brought to the attention of the ExSC.

Complete mandatory no-cost training

ANSI provides free mandatory training to support compliance with ANSI's procedures that govern the administration of the U.S. TAG and with ISO's procedures to ensure appropriate representation of U.S. interests at ISO.

Here’s what you do:

Complete the following self-led online course upon U.S. TAG assignment (course may be taken again for a refresher):

• The Operating Procedures of U.S. TAGs to ISO: Strengthening the U.S. Voice in International Standardization

Here’s what you need to know:

See ISOT Resources for additional guidance documents.

Comply with the requirements associated with ANSI oversight and supervision

In addition to the requirements referenced above, each U.S. TAG Administrator must be aware of the following applicable ANSI International Procedures (IP) and other policies:

ANSI's Procedures for handling Complaints Against ANSI-Accredited U.S. TAGs

Fulfill all financial obligations

Here’s what you do:

• Pay ANSI Full Organizational Membership dues
• Pay the annual International Activity Assessment fees