Lonnie Hall6/10/09Product Labeling & ISO The WERCS 2009 Global User Group Product Labeling and ISO 21469

Lonnie Hall6/10/09Product Labeling & ISO Summit’s History Founded in Houston, Texas in 1982 Relocated to Tyler in 1985 Acquired by Klüber Lubrication in 1996

Lonnie Hall6/10/09Product Labeling & ISO Tyler, Texas Manufacturing

Lonnie Hall6/10/09Product Labeling & ISO Summit Product Line Air Compressor Lubricants Process & Natural Gas Compressor Lubricants Refrigeration Compressor Lubricants Industrial Lubricants –Bearing & gear (NSF, Kosher, and Biobased) –Hydraulic (NSF, Kosher, Biobased, and Fire Resistant) –Rotary vacuum pumps, pneumatic tool, etc. –Grease (NSF) Oil/Water (Condensate) Separation Equipment Water-Based Chemical De-scalers & Degreasers

Lonnie Hall6/10/09Product Labeling & ISO Summit’s Management System History ISO Certified OHSAS 18001:2007 Quality Management System January, 1996 Environmental Management System December, 2001 Occupational Safety & Health Management System December, 2004 Safety of Machinery – Lubricants with Incidental Product Contact November, 2008 Kosher Product Approval Circa 2000 Halal Product Approval December, 2007 NSF H1Product Registration September, 1998

Lonnie Hall6/10/09Product Labeling & ISO Common Requirements of Management Systems Product Formulation Control – Change Management Product and Raw Material Traceability Product Identification Process Controls

Lonnie Hall6/10/09Product Labeling & ISO ISO What is ISO 21469? –ISO is a certification policy for – Safety of Machinery – Lubricants with Incidental Product Contact – Hygiene Requirements –This policy establishes the necessary steps to have an independent third party confirm the manufacturing process, formulas, labeling, literature, etc. of lubricants that may have incidental contact with food.

Lonnie Hall6/10/09Product Labeling & ISO Example of “Incidental Contact” Potential point of contact between lubricant and food.

Lonnie Hall6/10/09Product Labeling & ISO ISO How does ISO differ from other standards? –ISO goes beyond standard processes to certify both the facility and the product. Under ISO 9001 and guidelines, a company can not use a registrar’s logo on the product’s label.

Lonnie Hall6/10/09Product Labeling & ISO ISO and The WERCS Label Interface ISO –Products traceable to authorized facility –Enforcement action for misuse of the Mark –Product shelf life and expiration date –Size of product container –Suitability of Product for use in food process –Product limitations and restrictions The WERCS –Facility specified in WERCS label format –Controls label format and use of the Mark –Lot number function of label interface validation –Transfers from ERP to label interface –Label details

Lonnie Hall6/10/09Product Labeling & ISO What can you learn from a label? Appeals to value customers Product Name Packaged Quantity Product characteristics Star-K Kosher Certification Product Name Appeals to value customers Star-K Kosher Certification Product Characteristics Packaged Quantity

Lonnie Hall6/10/09Product Labeling & ISO What is the value of a label? Defines suitability of use Establishes traceability Describes product’s limitations Aligns product to customer expectations – Value Customer vs. Name Brand

Lonnie Hall6/10/09Product Labeling & ISO Name Brand Customer Label Label creates a marketing tool Traceability maintained Label graphics used to compliment a product’s name or characteristics

Lonnie Hall6/10/09Product Labeling & ISO 21469

Lonnie Hall6/10/09Product Labeling & ISO ISO Labeling Requirements Met Order number from ERP Dual reference to container size Lot number Product Identification

Lonnie Hall6/10/09Product Labeling & ISO ISO Certified Nonfood Compounds Program Listed H1 Registration # Misuse of the Mark is prevented by label format design and NSF registration data code.

Lonnie Hall6/10/09Product Labeling & ISO Label Interface/Print Queue

Lonnie Hall6/10/09Product Labeling & ISO ISO Product Traceability Requirement Met WERCS Process Controls : Preventing Lot Number Error Labels will not print with incorrect lot numbers Laboratory quality control of lot numbers is provided through validation step.

Lonnie Hall6/10/09Product Labeling & ISO Label Interface – Confirmed Solution Since our implementation in 2004, we now have more than 1100 unique label formats representing approximately 500 customers. Summit has undergone more than 30 audits since 2004 with at least 18 containing specific elements regarding labeling. We have never received a non-conformance based upon The WERCS labeling. How do we know The WERCS labeling solution has been successful?