The American Association for Laboratory Accreditation

R205: Specific Requirements: Calibration Laboratory Accreditation Program May 5, 2010 Page 1 of 12

R205: SPECIFIC REQUIREMENTS: CALIBRATION LABORATORY ACCREDITATION PROGRAM

May 2010

2010 by A2LA All rights reserved. No part of this document may be reproduced in any form or by any means without the prior written permission of A2LA.

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R205 Specific Requirements: Calibration Laboratory Accreditation Program Table of Contents

R205: SPECIFIC REQUIREMENTS: CALIBRATION LABORATORY ACCREDITATION PROGRAM................................................................................................................................................... 1 TABLE OF CONTENTS ............................................................................................................................. 2 I. DESCRIPTION OF THE CALIBRATION PROGRAM ................................................................. 3 1.0 2.0 3.0 4.0 4.1 4.2 4.3 4.4 4.5 II. 1.0 2.0 3.0 4.0 SCOPE.............................................................................................................................................. 3 REFERENCES ................................................................................................................................... 3 DEFINITIONS.................................................................................................................................... 4 DESCRIPTION ................................................................................................................................... 4 Application for accreditation...................................................................................................... 4 Measurement traceability ........................................................................................................... 5 Uncertainty of measurement....................................................................................................... 5 Proficiency testing ...................................................................................................................... 6 Use of the A2LA logo and advertising policy ............................................................................. 6

REQUIREMENTS FOR CALIBRATION ACCREDITATION ................................................. 6 GENERAL REQUIREMENTS ............................................................................................................... 6 SPECIFIC REQUIREMENTS ................................................................................................................ 6 REQUIREMENTS FOR SITE CALIBRATION ACCREDITATION .............................................................. 8 REQUIREMENTS SPECIFIC TO ANSI/NCSL Z540-1-1994 ................................................................ 8

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I.
1.0 1.1

Description of the Calibration Program

Scope
This document describes the requirements for calibration laboratories seeking A2LA accreditation. The calibration program is based on ISO/IEC 17025-2005, General requirements for the competence of calibration and testing laboratories. Calibration laboratories may also be accredited to the American national standard ANSI/NCSL Z540-1-1994 Part I as an optional accreditation. However, where a Z540-1 requirement differs from a 17025 requirement, or a requirement set forth in this document, the more stringent requirement will apply.

2.0

References
P101 Reference to A2LA Accredited Status-A2LA Advertising Policy. R101 - General Requirements: Accreditation of ISO/IEC 17025 Laboratories. P102 A2LA Policy on Measurement Traceability. R103 General Requirements: Proficiency Testing for ISO/IEC 17025 Laboratories. R104 General Requirements: Laboratories. Accreditation of Site Testing and Site Calibration

ANSI/ISO/ASQ Q9000:2000, Quality management systems Fundamentals and vocabulary. ANSI/NCSL Z540-1-1994, Part I, Calibration Laboratories and Measuring and Test Equipment- General Requirements. ANSI/NCSL Z540-2-1997, U.S. Guide to the Expression of Uncertainty in Measurement. BIPM/IEC/ISO/OIML, International vocabulary of basic and general terms in metrology (VIM): 2007. EA-4/02, 1999, Expression of the Uncertainty of Measurement in Calibration. EA-4/03, 1996, Requirements for the Accreditation of Laboratories and Organisations Performing Site Calibrations. EAL-R4, 1996, Conditions for Use of the National Accreditation Logo by Accredited Laboratories. ILAC, 2009, 2009-08-20_BMC to CMC Circular

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Guide to the Expression of Uncertainty in Measurement (GUM), issued by BIPM, IEC, IFCC, ISO, IUPAC, IUPAP, and OIML. ILAC P10:2002, ILAC Policy on Traceability of Measurement Results. ILAC G8:03/2009, Guidelines on Assessment and Reporting of Compliance with Specification. ISO/IEC 17025-2005, General requirements for the competence of testing and calibration laboratories. ISO/IEC 17000: Conformity assessment Vocabulary and general principles. ISO/IEC Guide 43-1:1997, Proficiency testing by interlaboratory comparisons, Part 1: Development and operation of proficiency testing schemes. ISO/IEC Guide 43-2:1997, Proficiency testing by interlaboratory comparisons, Part 2: Selection and use of proficiency testing schemes by laboratory accreditation bodies. NIST Technical Note 1297, Guidelines for Evaluating and Expressing the Uncertainty of NIST Measurement Results, Taylor, Barry N., Kuyatt, Chris E., U.S. Government Printing Office, Washington, D.C., 1993. UKAS, The Expression of Uncertainty and Confidence in Measurement (M3003), 2007.

3.0 3.1

Definitions
For the purpose of these Requirements, the relevant terms and definitions given in ISO/IEC 17000 and the VIM apply. General definitions related to quality are given in Q9000, whereas ISO/IEC 17000 gives definitions specifically related to standardization, certification and laboratory accreditation. Where different definitions are given in Q9000, the definitions in ISO/IEC 17000 and VIM are preferred.

4.0 4.1 4.1.1

Description Application for accreditation

To apply for A2LA accreditation in the field of Calibration, the applicant must complete F101 - Application for Accreditation: ISO/IEC 17025 Laboratories, which is available from A2LA (www.a2la.org). A complete application for accreditation contains the following: a) Complete laboratory information as requested on page 6 and 7 of the application; b) A signed Conditions for Accreditation form (pages 8 and 9 of the application); c) Complete supporting information requested on page 10 and 11 of the application including organizational charts, all relevant proficiency testing information, and a list of standards used to support the calibrations for which accreditation is sought and which indicates the calibration source for each standard;

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4.1.2

d) A completed technical staff matrix as requested on page 12 of the application; e) A completed fee schedule as requested on page 13 of the application; f) A completed F204 Scope of Accreditation Selection List: Calibration Laboratories defining the calibrations for which accreditation is sought. g) Complete uncertainty budgets to support the claimed uncertainties for the calibrations listed in the completed selection list (see Section 4.3); h) A completed C207 Specific Checklist: Calibration Laboratory Accreditation Program which includes references to the quality system documentation where required. Assessor assignments will not normally be made for incomplete applications. The applicant will be notified that the application is incomplete and required information will be requested. Once the application is complete, an appropriate assessor or team of assessors will be assigned.

4.2 4.2.1

Measurement traceability
Detailed information concerning measurement traceability and specific requirements pertaining to measurement traceability can be found in A2LAs P102 A2LA Policy on Measurement Traceability.

4.3 4.3.1

Uncertainty of measurement
For each measurement parameter and associated range(s), the laboratory shall provide with the application an uncertainty budget showing how the claimed Calibration and Measurement Capability (CMC) was derived. The assumptions made for the determination of the uncertainty budgets, if any, must be specified and documented. A2LA accredited and enrolled calibration laboratories shall calculate measurement uncertainties using the method detailed in the ISO Guide to the Expression of Uncertainty in Measurement (GUM)1. In accordance with international convention, uncertainties listed on A2LA scopes of accreditation will usually represent expanded uncertainties expressed at approximately the 95% level of confidence using a coverage factor of k = 2. The uncertainty quoted on a scope of accreditation will be taken to be the CMC As defined in EA-4/02, Section 1.3, the Best Measurement Capability2 is the smallest uncertainty of measurement that a laboratory can achieve within its scope of accreditation, when performing more or less routine calibrations of nearly ideal measurement standards.

Guidance documents based on the GUM include EA-4/02, 1999, Expression of the Uncertainty of Measurement in Calibration, NIST Technical Note 1297, and UKAS M3003, The Expression of Uncertainty and Confidence in Measurement, 2007.

Per the ILAC 2009-08-20_BMC to CMC Circular that states, references to BMC (Best Measurement Capability) in scopes of accreditation for calibration facilities should be amended to CMC (Calibration and Measurement Capability, and, this is considered a terminology change only, as BMC and CMC have been agreed to be equivalent, A2LA considers the Best Measurement Capability as defined in EA-4/02, Section 1.3 to be equivalent to Calibration and Measurement Capability.

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4.3.2

CMC as stated on a Calibration laboratorys Scope of Accreditation, implies that within its accreditation a laboratory is not entitled to claim a smaller uncertainty for a particular measurement parameter than the value listed on its scope. Uncertainty budgets shall be reviewed and approved by A2LA before a laboratory is granted accreditation. Calibration laboratories can be accredited for the calibration or verification of testing machines to industry tolerances. The industry standard shall be referenced on the scope of accreditation. Calibration laboratories accredited for such verifications must still calculate measurement uncertainties in accordance with the GUM. The uncertainty calculations shall be documented in an uncertainty budget that will be reviewed and approved by A2LA prior to accreditation.

4.3.3 4.3.4

4.4 4.4.1

Proficiency testing
See R103 General Requirements: Proficiency Testing for ISO/IEC 17025 Laboratories and the associated R103a Annex: Proficiency Testing for ISO/IEC 17025 Laboratories for proficiency testing requirements for calibration laboratories.

4.5 4.5.1

Use of the A2LA logo and advertising policy

See P101 Reference to A2LA Accredited Status-A2LA Advertising Policy (Section XIII of the General Requirements for Accreditation of Laboratories).

II.
1.0 1.1 1.2

Requirements for Calibration Accreditation

General Requirements
Calibration laboratories shall comply with all applicable requirements of ISO/IEC 17025-2005 and A2LAs R101 General Requirements: Accreditation of ISO/IEC 17025 Laboratories. Calibration laboratories seeking accreditation to ANSI/NCSL Z540-1-1994 shall also comply with the applicable requirements of that Standard. See Section 4.0 for Z540-1 requirements not found in ISO/IEC 17025 or these Requirements. See Section 3.0 for requirements pertaining to accreditation of calibrations performed on-site. Accredited on-site calibrations shall be identified on the scope of accreditation.

1.3 2.0 2.1 2.1.1

Specific Requirements
In addition to the requirements of ISO/IEC 17025 the following requirements shall be satisfied by all calibration laboratories: Calibration intervals for each measuring instrument or standard shall be established to control the probability of calibrations being out-of-tolerance at the end of the calibration interval. The

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method used to establish and adjust intervals shall be documented and based upon a determination of the standards performance. Equipment records shall include the measured value for each parameter found to be out of tolerance during calibration or verification.

2.1.2

Where an intrinsic standard or system is used as a standard, the following requirements apply: a) direct intrinsic standard or system-to-intrinsic standard or system comparison with NIST or an accredited laboratory shall be conducted at appropriate intervals to ensure the correct realization of the measurand; b) documented calibration history of the device used to measure differences between intrinsic standard or system and unknown values shall be maintained; c) documented calibration history of the intrinsic standard or system components (e.g., the time base of the reference frequency counter in a Josephson voltage array system) shall be maintained; d) documented evidence of periodic checks on system precision and stability (e.g., leakage currents, ground loops, thermal emfs, step integrity, trapped magnetic flux, noise, and microwave power impinging on a Josephson voltage array) shall be maintained.

Note: For those laboratories using saturated salt solutions for the purposes of traceability, those solutions mixed on demand from reagent grade salts and distilled water may be treated as comparable to an intrinsic standard. In these instances, the laboratories are not required to meet item (a) as listed above, but must be able to provide evidence of meeting (b) through (d).

2.1.3

Calibration certificates and reports a) The uncertainty of reported measurements shall be stated as the actual uncertainty of the measurement, not as the accredited CMC unless that CMC actually applies. An indiscriminate use of the CMC listed on the A2LA scope of accreditation as the uncertainty of an actual calibration is not justified. b) Laboratories are permitted to issue certificates with a statement of compliance (i.e., conformance to a specification) relating to the metrological aspects of specifications. In such cases the laboratory shall ensure that: 1) the specification is a national or international standard or one that has been agreed to or defined by the customer. 2) the measurements needed to determine conformance are within the accredited scope of the laboratory. 3) when parameters are certified to be within specified tolerance, the associated uncertainty of the measurement result is properly taken into account with respect to the tolerance by a documented procedure or policy established and implemented by

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the laboratory that defines the decision rules used by the laboratory for declaring in or out of tolerance conditions2. 4) the certificate relates only to metrological quantities and states which clauses of the specification are certified to have been met. 2.1.4 Method or parameter observation during an assessment a) At a minimum, all of the parameters or all of the method(s) on the draft scope of accreditation must be observed by the assigned assessor during the assessment at least once in a four-year period. b) If a parameter or method is not observed by the assigned assessor within a four-year period, that method or parameter will be removed from the scope of accreditation until such a time as it can be observed. c) If a laboratory can demonstrate successful participation in a commercially available proficiency test or a well organized inter-laboratory comparison that meets the requirements of Guide 43 at the level of uncertainty being claimed on the draft scope of accreditation the laboratory may rely on this demonstration in lieu of an observed parameter during the assessment. d) In cases where it is not possible to observe a parameter or method an exception request may be submitted to A2LA for consideration. Note 1: Equipment out for repair or calibration is not sufficient reason to grant an exception request. Note 2: Exception requests granted by A2LA are only granted until the next renewal assessment.

3.0 3.1

Requirements for Field Calibration Accreditation

Refer to R104 Specific Requirements: Accreditation of Field Testing and Field Calibration Laboratories.

4.0

Requirements Specific to ANSI/NCSL Z540-1-1994 - Optional

In addition to the requirements of ISO/IEC 17025, the following are the requirements of Z540-1 not found in ISO/IEC 17025 or otherwise addressed in these Requirements. The numbering of these
2

The default decision rule is found in ILAC-G8:1996, Guidelines on Assessment and Reporting of Compliance with Specification, section 2.5. With agreement from the customer, other decision rules may be used as provided for in this section of the Requirements.

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additional requirements follows the numbering of Z540-1. Italic type is used to indicate where Z540-1 differs from ISO/IEC 17025 in otherwise similar requirements. 5.2 h) The quality manual and related quality documentation shall contain the laboratorys scope of calibrations. 5.4 The quality system adopted to satisfy the requirements of this Standard shall be reviewed at least once a year by the management to ensure its continuing suitability and effectiveness and to introduce any necessary changes or improvements.

10.2 a) Calibration procedures shall contain the required range and tolerance or uncertainty of each item or unit parameter being calibrated or verified. In addition, the procedures shall contain the generic description of the measurement standards and equipment needed with the required parameter, range, tolerances or uncertainties, and specifications for performing the measurement of the calibration or verification, and/or representative types (manufacturer, model, option) that are capable of meeting the generic description for the measurement standards. The procedures shall be consistent with the accuracy required, and with any standard specifications relevant to the calibrations/verifications concerned. 10.4 Where it is necessary to employ methods that have not been well-established, these shall be subject to agreement with the customer, be fully documented and validated, and be available to the customer and other recipients of the relevant reports. Tamper-resistant seals shall be affixed to operator accessible controls or adjustments on measurement standards or measuring and calibration equipment which, if moved, will invalidate the calibration. The laboratory's calibration system shall provide instructions for the use of such seals and for the disposition of equipment with damaged or broken seals. Each certificate or report shall include at least the following information3:

11.5

13.2

a) a title, e.g. "Calibration Report", or "Calibration Certificate"; b) name and address of laboratory, and location where the calibration was carried out if different from the address of the laboratory; c) unique identification of the certificate or report (such as serial number) and of each page, and the total number of pages; d) name and address of customer, where appropriate; e) description and unambiguous identification of the item calibrated;

Many of these items are included in 17025, but to eliminate the possibility of confusion, section 13.2 of Z540-1 is reproduced here in its entirety.

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R205: Specific Requirements: Calibration Laboratory Accreditation Program f) characterization and condition of the calibration item; g) date(s) of performance of calibration where appropriate; h) identification of the calibration procedure used, or unambiguous description of any nonstandard method used; i) j) reference to sampling procedure, where relevant; any deviations from, additions to or exclusions from the calibration method, and any other information relevant to a specific calibration, such as environmental conditions; May 5, 2010 Page 10 of 12

k) measurements (including where applicable "as found" data), examinations and derived results, supported by tables, graphs, sketches and photographs as appropriate, and any failures identified; l) a statement of the estimated uncertainty of the calibration results (where relevant);

m) a signature and title, or an equivalent identification of the person(s) accepting responsibility for the content of the certificate or report (however produced), and date of issue; n) where relevant, a statement to the effect that the results relate only to the items calibrated; o) a statement that the certificate or report shall not be reproduced except in full, without the written approval of the laboratory. p) special limitations of use; and q) traceability statement. 13.6 b) The laboratory shall notify customers promptly, in writing, of any customer's measuring and test equipment found significantly out-of-tolerance during the calibration/verification process. Measurement data shall be reported so that appropriate action can be taken. 14.1 Where a laboratory sub-contracts any part of the calibration, this work shall be placed with a laboratory complying with the requirements of this Standard [ANSI/NCSL Z540-1-1994]. The laboratory shall ensure and be able to demonstrate that its sub-contractor is competent to perform the activities in question and complies with the same criteria of competence as the laboratory with respect of the work being sub-contracted.

16.2 Where a complaint, or any other circumstance, raises a concern regarding the laboratory's compliance with the laboratory's policies or procedures, or with the requirements of this Standard or otherwise concerning the quality of the laboratory's calibrations, the laboratory shall ensure that complaints in those areas of activity and responsibility involved are promptly resolved.

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5.0 5.1

Requirements for ANSI/NCSLI Z540.3-2006 Optional Requirements

Refer to R205a: Annex to Specific Requirements: ANSI/NCSLI Z540.3-2006.

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R205: Specific Requirements: Calibration Laboratory Accreditation Program Document Revision History Date May 12, 2009 November 6, 2008 September 13, 2005 Description Added Section 2.1.4. Updated references, added note regarding salts. Removed the reference for the obsolete EA-4/01, updated ILAC G8 as default for decision rules. Deleted 2.1.2, 2.1.4 and 2.1.5b Added statements to 4.1.1, 4.3.1 and 4.3.2 regarding uncertainties stated on scopes General Criteria updated to reference ISO/IEC 17025. August 21, 2001 Specific Criteria revised to account for ISO/IEC 17025: Sections 2.1.1 and 2.1.4 include requirements retained from previous version; all other specific criteria requirements deleted. Sections 2.1.2, 2.1.3, and 2.1.5 added. Appendix A deleted, replaced by Section 4, which includes only the requirements that are specific to ANSI/NCSL Z540-1-1994. Document Revision History section added. No other changes made. August 31, 2009 Addition of reference to ILAC 8/20/2009 BMC to CMC Circular Section 4.3.1: best measurement capability changed to Calibration and Measurement Capability (CMC). added footnote clarification of CMC Per the ILAC 2009-0820_BMC to CMC Circular Revision made to ILAC:G8 reference for update to 3/2009 version December 21, 2009 May 5, 2010 May 5, 2010 Page 12 of 12

March 10, 2004

Addition of the optional Z540.3 requirements Removal of Z540.3 requirements from R205 and placed in a separate annex (R205a).

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