TWINNING LIGHT PROJECT FICHE BASIC INFORMATION 1.1. CRIS and Twinning BG/2006/IB/OT/01/UE/TWL Number: BG2006/018-164.04.01.02; 1.2. Title: Strengthening of the existing measurement capacity and alignment with EU practice of Bulgarian Institute of Metrology in the field of inorganic analysis 1.3. Location: Bulgarian Institute of Metrology (BIM) Directorate General National Center of Metrology (DG NCM) Department Chemical Measurements and Ionizing Radiation BACKGROUND Governmental programmes aimed at establishing stability and creating opportunities for expansion of Bulgarian economy, at stimulating competitiveness of Bulgarian industry, as well as at transposition of acquis for food and environmental monitoring, may be achieved through an active policy towards promotion of metrology. Metrology, as science and practice of measurements, plays an essential role for industrial productivity and commercial transactions, and serves the society in achieving higher quality of life. Accurate and reliable measurements are essential prerequisite for food safety and environmental protection, as well as for strengthening the positions of manufacturers and development of entrepreneurship in the conditions of globalization and competitive national and European Market. Variety and specifics of the chemical measurements that are in the core of the food and environmental monitoring led to a number of initiatives that have been undertaken in the recent years to improve its quality. In 1999 King’s et al. have issued a report on metrology in chemistry which has underlined that a significant part of measurements in chemistry and biology are not fit for the purpose for which they were carried out and that results in strong socio-economic consequences. Chemical measurements form the basis of many important economic, political, environmental, medical and legal decisions. Every day millions of such measurements are carried out throughout the world. The real basis for decision-making and implementing regulations depends on the traceability, comparability and reliability of the results of these chemical measurements. The task of establishing traceability of measurement results to the international measurement standards is assigned to Directorate General "National Center of Metrology" (DG NCM), the national metrology institution. In 1999 DG NCM signed CIPM Mutual recognition of national measurement standards and of calibration and measurement certificates issued by a national metrology institute (MRA). With respect to the latter special efforts are being made by DG NCM on establishing new 1 calibration and measurement capabilities (CMC) including the measurements in inorganic analysis in order to meet the needs of Bulgarian industry. As a result, the fulfilment of the proposed project will support the process of accreditation of Labs and the implementation of Bulgarian and European legislation, concerning environmental protection and food safety. In response to the new challenges concerning the expansion of the European Single Market and the inclusion of Bulgarian metrology in the European metrological infrastructure, DG NCM has elaborated a “Long-term programme for the development of the national measurement standards of the Republic of Bulgaria for the period 2004 – 2010” adopted by the Council of Ministers on 06. 01. 2005. One of the main priority determined in the Programme is metrology in chemistry and particularly - inorganic analysis. DESCRIPTION OF THE ASSIGNMENT 3.1 Beneficiary 3.1.1. Detailed description of the main beneficiary institution Bulgarian Institute of Metrology is an independent legally defined body to the Council of Ministers, responsible for the fundamental and legal metrology activities in Bulgaria that has to: Perform functions in compliance with the Law on Measurements; Assist the government bodies in exercising their powers on measurementrelated issues; Conduct and implement metrology research and provide services related to measurements and measuring instruments in fields of public, scientific and economic interest; Conduct and implement activities related to the international recognition of measurements carried out in Bulgaria. BIM consists of three directorates: two specialized in metrology activities and one dealing with administrative maters. The total number of staff is 406. DG NCM - Fundamental Metrology The National Center of Metrology is a Directorate General established within the BIM structure. Its mission is to provide a solid basis for achieving accuracy and traceability of measurements within the country. It keeps and maintains the national measurement standards (etalons). DG NCM participates in the activities of the General Conference for Weights and Measures (GCMP), European Collaboration on Measurement Standards (EUROMET) and Euro-Asian Co-operation of National Metrology institutions (COOMET). DG NCM is a signatory to the Agreement of the International Committee of Measures and Weights for mutual recognition of the national measurement standards and measurement and calibration certificates issued by the National Metrology Institutes. DG NCM activities in Metrology in Chemistry started in 1976 with establishment of a laboratory for reference materials. Later DG NCM activities were developed through establishment of an electrochemistry laboratory. Nowadays two measurement standards are maintained: a primary measurement standard for hydrogen index - pH 2 and a secondary measurement standard for specific electrolytic conductivity of electrolytes. In the past three years the measurement capabilities of DG NCM Chemical Department have been strengthened considerably via the EU PHARE funds through establishment of an analytical laboratory, operating a state-of-the-art equipment for precise detection of trace elements in various matrices. The laboratory disposes of: Inductively coupled plasma mass spectrometer (ICP MS) - quadrupole ICP MS for trace element determination (about 70 elements) - detection limits down part per trillion (ppt); Equipment for matrix digestion and sample preparation; Clean chemical laboratory for sample preparation. The ambition of the analytical laboratory is: to develop the highest expertise; to organize interlaboratory comparisons and proficiency tests for the laboratories in the country in order to ensure traceability and accuracy of chemical measurements; to act as a leading center in ICP MS analysis in Bulgaria; to offer a suitable environment for training and knowledge transfer in the country as well as in the region. 3.1.2. The context in the beneficiary country (BC) and linked activities Over the last few years, Bulgaria has made significant steps in transposing the European legislation in the field of free movement of goods. The present project is a logical follow-up of all previously implemented and currently on-going interrelated PHARE projects focused specifically in the field of conformity assessment and metrology. The overall concept is to cover the whole process starting from creating the respective institutional framework and service infrastructure in the area of conformity assessment, proceeding to its strengthening in particular by means of enforced New Approach acquis and functioning infrastructure ensuring free movement of industrial goods and finally achieving completely developed national conformity assessment system. PHARE 2000 The finalized PHARE 2000 Project BG0003.02 “Establishing a conformity assessment system” led to a significant progress in: Achieving international recognition of measurement results and creating conditions to respond to industry demands; Facilitating the process of international recognition of test and calibration results produced in Bulgaria, as well as of certification of products, quality systems, personnel and inspection reaching EA (European cooperation for Accreditation) level. Middle-term Strategic Planning and Long-term Orientation Plan for development of national measurement standards and the infrastructure of calibration laboratories were elaborated and approved as the two underlying documents on the basis of which DG NCM will operate in the future, outlining the priority fields of measurements in regards the Bulgarian industry demands. 3 PHARE 2002 The PHARE 2002 Project BG0201.12 “Strengthening of the national conformity assessment system” was designed to provide the necessary support for achieving the requirements as regards provision of adequate services to industry by Conformity Assessment Bodies, standardization and metrology institutes. The support received under this project was of crucial importance since it drove the three key players within the conformity assessment system - Bulgarian Accreditation Service, National Institute for Standardization and National Center of Metrology - to adequately meet the industry demands. Ongoing PHARE 2005 Two components of the Project BG 2005/017-353.02.02 “Further development of a national conformity assessment system and metrology infrastructure” include technical assistance and supply of equipment for Directorate General National Center of Metrology and Directorate General Measures and Measuring Instruments. The objectives are to strengthen their technical expertise and measurement capacity thus meeting the main objectives of the “Long-term program for the development of the national measurement standards of the Republic of Bulgaria for the period 2004 – 2010” adopted by the Council of Ministers on 06. 01. 2005. TRAINING IN METRORLOGY IN CHEMISTRY Training in metrology in chemistry (TrainMiC) is a European Commission funded training platform to foster advanced professional training on generic issues related to the measurement science in chemical measurements. This training is intended both for laboratory practitioners as well as for the ‘end-users’ of measurements e.g. regulatory, inspection or accreditation bodies. TrainMiC has been set up as a training platform for experts from all types of organisations. Via the TrainMiC platform, a set of training modules has been constructed that provides understanding in basic measurement matters, which apply to measurements across different sectors such as food, environmental or clinical analysis. It offers interpretation of existing documents and gives guidance by way of concrete examples. The training material gives a congruent and up-to-date view on e.g. uncertainty or traceability of measurement results. The target audiences for TrainMiC are: measurement practitioners from laboratories technical assessors involved in accreditation end-users of measurement data e.g. from public bodies or enforcement agencies The training courses are organised by the local partners, such as national metrology institutes, universities or accreditation bodies, in collaboration with the IRMM. The present project will not duplicate any of the above-mentioned projects. It will make maximum use of the experience gained from all previous linked PHARE and 4 other donors activities concerning the development of the Bulgarian metrology infrastructure. 3.1.3. The proposed methodology for implementing the intended reform The methodology for implementing the proposed project includes the realisation of two components which are: Component 1. Improving the DG NCM capacity in a way to implement innovative approaches in services offered in the field of inorganic analysis in order to reach the European ones and Component 2. Establishment of a coordination mechanism and coherent approach for organization of interlaboratory comparisons and proficiency tests and their implementation will result in quality improvement in the measurements performed by DG NCM. The better quality measurements will support the mission of DG NCM – to provide traceability of measurement results and to disseminate it to the end users. The Isotope Dilution Mass Spectrometry (IDMS) method is one of the fifth methods, defined of CCQM (Consultative Committee for amount of substance within CIPM – International Committee for measure and weights) with the potentiality of primary method and at the same time it is the widest applied from the European NMIs for the certification of reference materials and for determination of the reference value for ILCs and PTs. By implementing of (IDMS) the measurement capabilities of DG NCM in the field of inorganic analysis will align with those of the EU National Metrology Institutes (NMI). The IDMS method is defined by the Consultative Committee for Amount of Substance (CCQM) as a potential primary method. The implementation of IDMS will ensure more accurate results with small uncertainties. An essential part of the activities of European NMI in the field of chemical measurements is to provide traceable and reliable reference values for ILCs and PTs. ILCs and PTs are one of the instruments for the evaluatation of the competance of the laboratories: first - to evaluate themselves (inside the Labs); second - to demonstrate competence to their direct clients; third - to demonstrate competence to third parties, for example the Accreditation service; forth – when they participate they improve their measurements skills. fifth ILCs are used also to assign certified value to RMs. Therefore the training of DG NCM staff in the best European practices will serve as a basis of future activities on ILCs and PTs organization. As a result, the implementation of Bulgarian and European legislation concerning environmental protection and food safety will be supported. 3.1.4. Steering Committee The Steering Committee (StC) will have the responsibility to monitor the work performed, review progress towards objectives and take particular interest in specific project objectives. They will discuss and propose any corrective actions, if necessary. The StC will review the various reports and will recommend/endorse the implementing actions. 5 The Steering Committee will be composed of the both project leaders, both persons responsible for Component 1 and Component 2, representative of Central Finance and Contracts Unit (CFCU). 3.1.5 BC Project Leader BC Project leader Mr. Katerin Katerinov PhD and author of more than 20 scientific publications in the field of inoraganic analysis, experienced in project management. Bulgarian Institute of Metrology 52 B, G. M. Dimitrov Blvd 1040 Sofia Bulgaria Phone: + 359 2 873 52 77 Fax: + 359 2 870 01 46 E-mail: k.katerinov@bim.government.bg Person responsible for component 1: Mrs. Penka Avramova Responsible for the organization of the measurements performed in the field of inorganic analysis. Directorate General National Center of Metrology 52 B, G. M. Dimitrov Blvd 1040 Sofia Bulgaria Telephone: + 359 2 873 52 50 Fax: + 359 2 873 52 85 E-mail: p.avramova@bim.government.bg Person responsible for component 2: Mrs. Dimka Ivanova Experienced in organization and participation in interlaboratory and international (CCQM) comparisons, national coordinator of the IMEP Programme, member of KCWG in CCQM. Directorate General National Center of Metrology 52 B, G. M. Dimitrov Blvd 1040 Sofia Bulgaria Telephone: + 359 2 873 52 50 Fax: + 359 2 873 52 85 E-mail: d.ivanova@bim.government.bg 6 3.2 Global and specific objectives Overall Objective(s): The project purpose is to facilitate implementation of the European Community’s policy in the field of metrology in chemistry through improving of the technical capacity of the existing laboratory for inorganic analysis within DG NCM. Specific objectives to improve the scientific level of DG NCM capabilities in the field of inorganic analysis by implementation of the innovative measurement method – isotope dilution mass spectrometry; to provide traceable and reference values for interlaboratory comparisons and proficiency tests conducted by DG NCM. 3.3 Requested services/nature of activities In order to achieve the Project Results, the following activities are envisaged: Component 1. Improving the DG NCM capacity in a way to implement innovative approaches in services offered in the field of inorganic analysis in order to reach the European ones. A 1.1 Review and assessment of administrative capacity and recommendation of actions for institution development (expert advice); A 1.2 Practical training of 2 BIM experts in a competent department/laboratory of an EU Member State on carrying out IDMS method (internship and relevant issues); А 1.3 Elaboration of working procedures for IDMS application (commentary on a draft text); A 1.4 Organization, execution of bilateral comparison applying IDMS method and registration as EUROMET project. А 1.5 Treatment and assessment of bilateral comparison results; A 1.6 Discussion on the bilateral comparison results (workshop and expert advice). Component 2. Establishment of a coordination mechanism and coherent approach for organization of interlaboratory comparisons and proficiency tests. A 2.1 Review and assessment of the human resources and technical capacity of DG NCM in regards to the ability to organize ILCs and PTs (expert advice); A 2.2 Introduction of the best European practices and the experience of European National Metrology Institutes in the field of ILCs and PTs organization (workshop); A 2.3 Practical training of 10 experts concerning selection of PT schemes, statistical treatment of the data, writing and interpretation of PT reports etc. in order to fulfill the requirements of ISO Guide 43-1 (workshop, relevant materials); A 2.4 Elaboration of procedures for ILCs and PTs organization, data treatment and results evaluation (commentary on a draft text); A 2.5 Development of a plan for PT organization (expert advice and consultation). 7 The successful implementation of the components specified above will bring DG NCM competence and practice to the European level that will facilitate fulfillment of its mission concerning the ensuring of traceability of the results in the field of inorganic analysis. The project will be implemented through a Twinning Light contract estimated at maximum € 100 000. National co-financing up to 10 % of the PHARE budget will be provided, in addition to the PHARE amount, by the National Fund Directorate at the Ministry of Finance. 3.4 Mandatory result and benchmarks The project foresees to produce the following results: R 1.1 Recommendations for institutional improvement and further development worked out; R 1.2 BIM experts trained and capable to use IDMS method; R 1.3 Working procedures for IDMS application developed; R 1.4 Bilateral comparison creating prerequisites for international recognition of the DG NCM measurement capabilities in the field of Inorganic Analysis performed; R 1.5 Report of the bilateral comparison issued; R 1.6 Analytical methodology exchanged. Corrective measures planned (if needed); R 2.1 Status report on the human resources and technical capacity of DG NCM issued; R 2.2 Four BIM experts acquainted with the best European practices; R 2.3 Ten BIM experts trained to be able to meet the requirements of ISO Guide 431; R 2.4 Working procedures for ILCs and PTs organization, data treatment and results evaluation developed; R 2.5 Working plan for PT organization developed. B 1 Recommendations for institutional improvement and further development; B 2 Training records and certificates; B 3 Working procedures for IDMS application; B 4 Report of the bilateral comparison; B 5 Status report on the human resources and technical capacity of DG NCM; B 6 Working procedures for ILCs and PTs organization, data treatment and results evaluation; B 7 Working plan for PT organization. EXPERTS PROFILE The interested Member State institution shall include in its proposal the CVs of the designated Project Leader and the proposed Short-term experts and the specific tasks to which they will be assigned. 8 The Member State institution shall ensure that the organisation(s) and experts involved in the respective project possess appropriate knowledge and experience. General requirements to all experts University degree at Master’s level or equivalent relevant to the assignment purposes; Computer literacy (MS Office 2000 Professional Edition or higher; Internet) necessary for the project implementation; Fluency in English – both written and spoken; To have at least 5 years of relevant professional experience in a National Metrology Institute or in a designated laboratory at EU Member State; Specific requirements Project leader To possess appropriate knowledge in the area of Metrology in Chemistry, organization of ILCs and knowledge sharing issues; To possess the necessary qualification demonstrating good organizational and leadership skills. To have been involved at least the last 5 years in international co-operation activities in the field of Metrology in Chemistry; To possess the required skills and experience as a coordinator responsible for organization of trainings/traineeships for metrology experts Short-term expert 1: Expert/experts who will be responsible for the implementation of Component 1 To possess appropriate knowledge in the area of inorganic analysis and knowledge sharing issues; To possess the necessary qualification demonstrating good organizational and team—work skills To have profound knowledge and experience in the field of IDMS method using quadropole ICP MS in a way for elaborating procedures of IDMS application; To be well familiar with the tasks and responsibilities of EU Member State NMIs in the field of chemical measurements; To be well familiar with the activities of EUROMET and to have experience in organization and registration of comparisons as EUROMET’s projects. Short-term expert 2: Expert/experts who will be responsible for the implementation of Component 2. Appropriate knowledge and direct involvement in organisation and conducting international comparisons at a national metrology institute; Knowledge in the EUROMET and EA activities and documentation 9 (including rules, procedures, guides) and existing European metrology infrastructure; To possess the necessary qualification demonstrating good organisational and team—work skills; To have been involved in organization and conducting international comparisons in the field of Metrology in Chemistry; To be well familiar with ISO Guide 43-1 requirements and to have experience in organising of ILCs and PT as well as in elaborating of procedures. LOCATION AND DURATION 5.1 Starting date 1 Expected date of commencement is February 2008 (the date is provisional). 5.2 Finishing date of the assignment Expected date of project completion is July 2008. (the date is provisional depending on the exact starting day, but not later then 9 months after the signing of the contract). 5.3 Schedule and number of units (man-days) for the assignment The indicative estimation of the experts’ man-days needed for the implementation of the foreseen activities is the following: Activities A 1.1 A 1.2 A 1.3 A 1.4 A 1.5 A 1.6 A 2.1 A 2.2 A 2.3 A 2.4 A 2.5 1 Type STE mission/expert advice Traineeship in MS STE mission/commentary on a draft text STE mission/organization and registration of bilateral comparison STE mission/results treatment and assessment STE mission/workshop STE mission/expert advice STE mission/workshop STEs mission/workshop STE mission/commentary on a draft text STE mission/expert advice and consultation Man-days 3 15 3 8 8 3 3 5 2x2 3 4 Cannot be before the date of signature of the contract 10 Proposed indicative time schedule Activities A 1.1 A 1.2 A 1.3 A 1.4 A 1.5 A 1.6 A 2.1 A 2.2 A 2.3 A 2.4 A 2.5 Steering committee meetings 1 3 Months (man-days) 2 3 4 5 6 15 3 4 4 8 3 3 5 4 3 4 2 2 2 The candidate Member State institution shall propose a precise time schedule of all activities and detailed breakdown of the number of units (man-days) for the assignment per expert. 5.4 Location of assignment The project will be located at: Bulgarian Institute of Metrology Directorate General National Center of Metrology 52 B, G. M. Dimitrov Blvd 1125 Sofia Bulgaria REPORTING 6.1 Content, official language, format and number of reports The twinning partners shall submit following reports: A jointly drafted start-up report covering the first two months of the contract and submitted during the third month. A jointly drafted final report describing the project implementation, including detailed information on the results achieved, follow-up recommendations and any necessary corrective actions. Reports will follow the templates of Annex C4 of the Common Twinning Manual. In addition to these formal reporting stages, the twinning partners are obliged to inform in writing the Contracting Authority and the Monitoring bodies, as well as the final beneficiary of the action of any critical aspects or conditions of project implementation, or any amendments/modifications necessary within the budget. 11 All reports must be produced in English and Bulgarian languages in electronic and hard copy. These reports shall be signed by both project leaders. Each report must be presented in electronic format one week prior to the Steering Committee meetings (see below) and in 1 hard copy to the following addresses: Mr. Katerin Katerinov Bulgarian Institute of Metrology 52 B, G. M. Dimitrov Blvd 1040 Sofia Bulgaria Phone: + 359 2 873 52 77 Fax: + 359 2 870 01 46 E-mail: k.katerinov@bim.government.bg Mr Lubomir Tushanov CFCU Director 102, Rakovski Str. 1000 Sofia, Bulgaria The final versions should incorporate any comments and discussions during the Steering Committee meetings. The following Steering Committee meetings shall be held during the project implementation: 6.2 Kick-off Meeting at the project’s start; Steering Committee during the 3rd month to discuss and approve the start-up report; Final Steering Committee to discuss and approve the final report. Translation & interpretation needs The interested Member State institution shall include in its proposal the necessary budget for translation of the relevant documentation (about 600 pages) and interpretation needed during the foreseen events (about 180 hours). 6.3 Date of submission The start-up report will be submitted in the third month after signing of the contract and the final report – within the legal duration of the project. 12 Annex 1 Acronyms and Abbreviations BC BIM CCQM CFCU COOMET DG NCM EA EC EU EUROMET CCQM CIPM GCMP KCWG ICP MS IDMS ILC ISO MS NMI PT StC STE Beneficiary Country Bulgarian Institute of Metrology Consultative Committee for Amount of Substance Central Finance and Contracts Unit Euro-Asian Co-operation of National Metrology Institutions Directorate General National Center of Metrology European Cooperation for Accreditation European Commission European Union European Collaboration on Measurement Standards Consultative Committee for amount of substance International Committee for measure and weights General Conference for Weights and Measures Key comparison working group Inductively Coupled Plasma Mass Spectrometer Isotope Dilution Mass Spectrometry Inter Laboratory Comparison International Organization for Standardization Member State National Metrology Institute Рroficiency Test Steering Committee Short Term Expert 13 Annex 2 ORGANISATIONAL CHART OF BULGARIAN INSTITUTE OF METROLOGY PRESIDENT OF BIM SECRETARY GENERAL VICE PRESIDENTS DIRECTORATE ADMINISTRATIVE-LEGAL SERVICEs, FINANCIAL-ECONOMIC ACTIVITY, PROPERTY MANAGEMENT, INFORMATION SERVICEs AND INTERNATIONAL COOPERATION GENERAL ADMINISTRATION INSPECTORATE DIRECTORATE GENERAL NATIONAL CENTER OF METROLOGY INFORMATION SECURITY AND RECESSION MANAGEMENT DIRECTORATE GENERAL MEASURES AND MEASURING INSTRUMENTS SPECIALIZED ADMINISTRATION 14 Annex 3 ORGANIZATIONAL CHART OF DIRECTORATE GENERAL NATIONAL CENTER OF METROLOGY DEPARTMENT DEPARTMENT DEPARTMENT DEPARTMENT PHYSICAL MEASUREMENTS ELECTRICAL MEASUREMENTS MECHANICAL MEASUREMENTS SECTOR MEASUREMENT OF LENGTHS AND ANGLES SECTOR ELECTROMAGNETIC MEASUREMENTS SECTOR MEASUREMENTS OF MASS, VOLUME AND DENSITY SECTOR ELECTROCHEMISTRY SECTOR OPTICAL MEASUREMENTS SECTOR ELECTROENERGIC MEASUREMENTS SECTOR MEASUREMENTS OF PRESSURE SECTOR MEASUREMENT OF IONIZING RADIATIONS SECTOR TEMPERATURE MEASUREMENTS SECTOR TIME AND FREQUENCY MEASUREMENTS SECTOR INORGANIC ANALYSIS DEPARTMENT CHEMICAL MEASUREMENTS AND IONIZING RADIATIONS SCIENTIFIC-TECHNICAL ASSURANCE AND QUALITY DIRECTOR GENERAL SECTOR MEASUREMENTS OF ACOUSTIC AND VIBRATIONS 15