ACBNA — Accreditation Body of North America
Professional setting for advisories & technical guidance

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Advisories & Technical Guidance

Technical guidance for conformity assessment bodies on interpreting accreditation requirements, maintaining competence, and demonstrating consistent, evidence-based practice.

Guidance for conformity assessment bodies

Clear requirements. Consistent technical practice.

Explore international advisories, program-specific assessment guidance, and technical resources. These topics support preparation for accreditation and the continued demonstration of competence, impartiality, and reliable results.

01 / Standards & accreditation practice

International advisories

Guidance on standards transitions, scope definition, and accurate representation of accredited activities, informed by relevant IAF and ILAC publications.

Standards transitions

Transition to New Standards

Manage changes to applicable standards through a documented transition plan that maintains competence and continuity of accredited activities.

  • Confirm the applicable edition and scheme-specific transition deadline with ACBNA; implementation periods vary.
  • Review revised requirements, identify gaps, and update procedures, personnel training, and assessment evidence.

Scope definition

Rules for Scope of Accreditation

Present the scope of accreditation with sufficient clarity and precision to identify the activities for which competence has been demonstrated.

  • Specify relevant services, methods, standards, locations, and any limitations.
  • Keep scope statements consistent across accreditation records, reports, certificates, and public communications.

Accreditation claims

Treatment of Activities Outside Scope

Clearly distinguish accredited activities from services that fall outside the approved scope, protecting customers from misleading claims.

  • Identify non-accredited activities clearly in mixed-service reports and promotional material.
  • Do not imply that accreditation extends to an unassessed activity, location, or certification scheme.

Reports & symbol usage

Use of Accredited Certificates and Reports

Issue certificates and reports that accurately identify the conformity assessment activity and the accreditation status of the results presented.

  • Apply the relevant standard's reporting requirements and identify the issuing organization and authorized signatories as required.
  • Use accreditation symbols only in accordance with ACBNA usage rules and the approved scope.

02 / Assessment pathways

Program-specific guidelines

Key assessment considerations for six conformity assessment disciplines, from application and document review to on-site evaluation, accreditation decisions, and ongoing surveillance.

ISO/IEC 17021-1

Management System Certification Bodies

Guidance covering the accreditation pathway for bodies that audit and certify management systems.

  • Application, document review, office assessment, and witnessed audit activities.
  • Auditor competence, impartial review and decisions, certification controls, and surveillance.

ISO/IEC 17025

Testing and Calibration Laboratories

Assessment considerations for laboratories demonstrating the competence and consistency of their testing and calibration activities.

  • Document review, on-site assessment, method verification or validation, and technical records.
  • Equipment control, measurement uncertainty, metrological traceability, and ongoing assurance of valid results.

ISO/IEC 17065

Product Certification Bodies

Guidance for bodies certifying products, processes, and services against defined certification scheme requirements.

  • Scheme compliance, evaluation activities, and applicable witness evaluations.
  • Independent review and certification decisions, competence, and scheme-specific surveillance.

ISO/IEC 17020

Inspection Bodies

Assessment considerations for Type A, B, and C inspection bodies, with emphasis on independence and consistent inspection outcomes.

  • Verification of independence arrangements and the competence of inspection personnel.
  • Inspection procedures, witnessed inspections, reporting controls, and surveillance.

ISO/IEC 17024

Personnel Certification Bodies

Guidance for organizations certifying individuals against established competence requirements and certification schemes.

  • Scheme development and maintenance, eligibility criteria, and witness evaluations where applicable.
  • Examination security, valid assessment methods, impartial decisions, and recertification controls.

ISO 15189:2022

Medical Laboratories

Technical considerations for medical laboratory quality and competence, with patient safety central to the assessment of laboratory services.

  • Pre-examination, examination, and post-examination processes, including specimen handling and reporting.
  • Personnel competence, quality assurance, risk management, and patient-focused service delivery; contact ACBNA to confirm program availability.

03 / Measurement & quality assurance

Technical guidance

Operational considerations for laboratories and reference material producers (RMPs), covering uncertainty, traceability, proficiency testing, and the United States' measurement infrastructure.

Uncertainty evaluation

Measurement Uncertainty Guidance

Evaluate and communicate measurement uncertainty using approaches appropriate to the method, measurement process, and intended use of the result.

  • Identify significant uncertainty contributions and maintain documented evaluation methods.
  • Apply relevant estimation and reporting requirements for calibration, testing, and reference material production.

Metrological traceability

Measurement Traceability Policy

Establish traceability to the International System of Units (SI), where technically possible, through a documented, unbroken chain of calibrations.

  • Account for measurement uncertainty at each stage and verify calibration provider competence.
  • Where SI traceability is not technically possible, use appropriate accepted references and document the basis for traceability.

External performance assurance

Proficiency Testing Policy

Use proficiency testing and suitable interlaboratory comparisons to monitor performance and support confidence in technical results.

  • Plan participation in relation to the accredited scope, technical risks, and availability of suitable programs.
  • Evaluate results using appropriate statistical methods, investigate unsatisfactory performance, and verify corrective-action effectiveness.

NIST & national measurement framework

US Metrological Infrastructure

Understand the role of the National Institute of Standards and Technology (NIST) in the United States' measurement infrastructure and national traceability framework.

  • Consider national measurement standards, calibration services, and standard reference materials relevant to your activities.
  • Demonstrate traceability through documented evidence; a reference to NIST alone does not establish a traceable measurement result.

Document enquiries and clarification

Contact ACBNA to confirm current requirements, applicable document editions, transition arrangements, and program availability. Include your accreditation program and proposed or approved scope so your enquiry can be considered in the appropriate technical context.

Contact ACBNA

Application of guidance

These summaries do not replace applicable standards, formal accreditation policies, or program requirements. References to IAF, ILAC, or NIST are provided for technical context and do not imply ACBNA membership, endorsement, or recognition.

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Standards transitions

Managing transitions to revised standards

Manage changes to applicable standards through a documented transition plan that maintains competence and continuity of accredited activities.

Establish the applicable transition arrangements

Changes to management system standards, including ISO 9001 and ISO 14001, and laboratory standards, including ISO/IEC 17025 and ISO 15189, may require coordinated implementation. Confirm the official transition decision, relevant edition, completion date, and assessment arrangements for the particular scheme. A single transition period should not be assumed for all standards.

Demonstrate effective implementation

Prepare a gap analysis, revise the management system, update operational processes and controlled documents, and establish the competence needed for the revised requirements. Assessment evidence should demonstrate both understanding of the changes and effective implementation, rather than document revision alone.

Coordinate certificate changes

Certification bodies should plan the transition of affected client certificates alongside their own accreditation arrangements. Review certificate wording and validity against the applicable transition decision. Confirm the treatment of accreditation or certificates that have not transitioned by the deadline with ACBNA; do not continue unsupported claims to a superseded edition.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

Scope definition

Defining and maintaining an accurate scope

Present the scope of accreditation with sufficient clarity and precision to identify the activities for which competence has been demonstrated.

Describe demonstrated competence

The approved scope identifies the activities covered by accreditation. Use precise technical descriptions that customers and other stakeholders can understand, including applicable standards, methods, parameters, ranges, service categories, locations, and limitations. Avoid promotional language, broad unsupported descriptions, and activities that have not been assessed.

Control changes and public representations

Review the scope when activities are added or discontinued, methods or standards change, or the organization's name, structure, or operating locations change. Obtain approval for extensions before representing the additional work as accredited. Maintain a current scope record and confirm the approved arrangements for making it available to customers and the public.

Prepare a clear submission

Check that application information, technical records, certificates, reports, and website claims describe the same approved activities. Resolve ambiguous wording and outdated references before submission. Contact ACBNA for clarification where a proposed scope needs technical interpretation.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

Accreditation claims

Separating accredited and non-accredited services

Clearly distinguish accredited activities from services that fall outside the approved scope, protecting customers from misleading claims.

Avoid organization-wide implications

An organization may perform both accredited and non-accredited work. Website statements and marketing material should explain that accreditation applies only to the activities identified in the approved scope. Laboratories and certification bodies should not suggest that every test, method, scheme, or service they offer is accredited.

Identify status in mixed reports

Where a report includes work with different accreditation status, use an unambiguous statement or clearly explained marking system to identify the accredited results. Ensure any asterisk or legend is explained and does not create uncertainty about the status of individual results. Do not attach an accreditation symbol to a standalone non-accredited deliverable.

Illustrative disclosure and continuing review

An appropriate disclosure may explain that accreditation covers only the activities listed in the organization's approved scope and that other services are outside that scope. Adapt the statement to the actual services rather than copying an example certificate number or company name. Review claims during internal checks and assessment preparation, correct misleading statements promptly, and consult ACBNA's applicable policies for any formal consequences.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

Reports & symbol usage

Issuing credible certificates and technical reports

Issue certificates and reports that accurately identify the conformity assessment activity and the accreditation status of the results presented.

Essential identification and authorization

Apply the relevant standard's requirements for the issuer's legal identity and address, a unique document identifier, identification of the assessed activity and applicable standard or method, issue date, any applicable validity period, and authorized approval. Accreditation references and symbols must accurately reflect the issuing body's status and approved scope.

Laboratory-specific reporting

As applicable, identify the examined items, methods, results and units, measurement uncertainty, relevant environmental conditions, and persons responsible for technical approval. Include statements of conformity only where appropriate and document the agreed decision rule. Distinguish a client's certification from the certification body's own accreditation.

Symbols, electronic records, and templates

Use only symbols for which the organization has documented authorization, without unauthorized alteration. IAF MLA or ILAC MRA marks are not automatically available through accreditation; any use requires verified entitlement and the relevant agreement. Protect electronic certificates and reports against unauthorized changes through suitable approval controls, secure delivery, or digital signatures. Confirm any template-review requirements with ACBNA before use.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

ISO/IEC 17021-1

Management system certification assessment

Guidance covering the accreditation pathway for bodies that audit and certify management systems.

Application and assessment planning

Define the requested certification schemes, standards, sectors, and scope. Prepare the quality manual, operational procedures, competence matrix, and evidence of impartiality arrangements. Application review considers eligibility and assessment resources before agreement on the assessment arrangements and appointment of a suitably competent team.

Document review, office assessment, and witnessing

Review the management system against ISO/IEC 17021-1 and applicable scheme-specific competence requirements. Assessment examines impartiality, personnel competence, audit planning and delivery, certification decisions, and control of records. Witnessed audits provide evidence of the body's ability to carry out certification work in the requested technical sectors.

Closure, independent decision, and continued accreditation

Address findings with objective evidence of correction and corrective action before independent accreditation review. The approved decision defines the scope and any conditions of accreditation. Continued accreditation follows ACBNA's four-year cycle with annual surveillance and reassessment. Examples of management system disciplines include quality, environment, occupational health and safety, information security, compliance, anti-bribery, business continuity, energy, medical devices, and artificial intelligence; confirm the applicable competence standards and scope for each scheme.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

ISO/IEC 17025

Testing and calibration laboratory assessment

Assessment considerations for laboratories demonstrating the competence and consistency of their testing and calibration activities.

Define the laboratory's technical scope

Identify whether the application covers testing, calibration, or both. Specify methods, parameters, ranges, locations, and measurement capabilities. Supporting information should include the management system, method list, relevant calibration ranges, and evidence of proficiency testing or suitable interlaboratory comparisons.

Review technical practice and valid results

Document review and on-site evaluation examine conformity with ISO/IEC 17025. Assessors consider method verification and validation, measurement uncertainty, metrological traceability, equipment control, staff competence, and technical records. Observation of laboratory work and personnel interviews support evaluation of the laboratory's actual performance.

Decision and ongoing assurance

Resolve assessment findings with verified evidence before an independent accreditation decision. Ensure the issued scope accurately identifies the approved activities. Maintain performance assurance and prepare for annual surveillance and reassessment within ACBNA's four-year accreditation cycle.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

ISO/IEC 17065

Product, process, and service certification assessment

Guidance for bodies certifying products, processes, and services against defined certification scheme requirements.

Schemes and preparation

Describe the products, processes, or services to be certified, the applicable scheme requirements and standards, the evaluation procedures, and personnel competence. Application and agreement stages establish the proposed scope and assessment resources. Document review considers the management system, impartiality safeguards, and the operation of certification schemes under ISO/IEC 17065.

Evaluate certification activities

Office assessment examines records, personnel competence, scheme operation, and independent review and decision-making. Witness evaluations may cover actual certification audits, inspections, testing oversight, or product evaluation, according to the nature of the scheme. Remote assessment arrangements, if proposed, require confirmation of suitability.

Maintain scheme compliance

Submit evidence addressing findings before accreditation review. Ongoing surveillance examines continuing conformity and relevant certification activities; the witnessing plan depends on the approved program and risks. Notify changes to schemes or scope and confirm whether supplementary assessment is required. ACBNA's cycle is four years with annual surveillance.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

ISO/IEC 17020

Inspection competence and independence assessment

Assessment considerations for Type A, B, and C inspection bodies, with emphasis on independence and consistent inspection outcomes.

Identify the inspection body's independence type

ISO/IEC 17020 distinguishes Type A third-party inspection bodies, Type B bodies serving their parent organization, and Type C bodies with safeguards for inspection services provided to their own or other organizations. Define the appropriate type and demonstrate the corresponding independence arrangements. Scope descriptions may cover materials, products, installations, plants, processes, procedures, services, or design.

Assess field work and reporting

Prepare the management system, inspection methods, requested scope, and personnel competence evidence. Document and on-site reviews examine facilities, equipment, calibration, sample reports, traceability where applicable, and report integrity. Witnessed inspections evaluate the practical application of methods, objective judgment, appropriate equipment, and accurate reporting at relevant field or client locations.

Decision and surveillance

Close findings with verified corrective-action evidence before independent review. Approved records should clearly identify the inspection scope and independence type. Maintain competence and independence through annual surveillance and planned witnessing, with reassessment in ACBNA's four-year cycle. Scope changes may require supplementary evaluation.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

ISO/IEC 17024

Personnel certification scheme assessment

Guidance for organizations certifying individuals against established competence requirements and certification schemes.

Define competence and examination arrangements

Applications should describe the occupational or professional schemes, competence criteria, eligibility requirements, assessment methods, and proposed scope. ISO/IEC 17024 assessment considers scheme development and maintenance, examination design, examiner competence, impartiality, and the independence of certification decisions.

Protect candidate records and examination integrity

Evaluation examines candidate records, examination administration, confidentiality and security, recertification, and handling of appeals and complaints. Witnessing of live examinations or practical assessments can demonstrate consistent application of criteria, protection of confidential material, and impartial decisions.

Review and maintain certification competence

Verify correction and corrective-action evidence before independent accreditation review. The approved scope identifies the covered certification schemes. Plan continuing surveillance and relevant witness activities, and notify scheme additions or removals. ACBNA uses a four-year accreditation cycle with annual surveillance.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

ISO 15189:2022

Medical laboratory quality and patient safety

Technical considerations for medical laboratory quality and competence, with patient safety central to the assessment of laboratory services.

Clinical services and application information

ISO 15189:2022 addresses medical laboratory quality and competence. Relevant settings include hospital, reference, specialty, and point-of-care services. Clinical disciplines may include chemistry, hematology, microbiology, molecular biology, immunology, and pathology. Preparation includes the management system, examination list, equipment inventory, staff qualifications, and proposed clinical scope. Confirm ACBNA program availability before applying.

Evaluate the complete examination pathway

Pre-examination activities include patient preparation, specimen collection, and handling. Examination activities encompass the analytical process; post-examination activities include result review, reporting, interpretation, and consultation. Assessment considers method validation, quality control, personnel competence, calibration, traceability, confidentiality, proficiency testing, and uncertainty where relevant, with patient safety and clinical relevance throughout.

Witnessing and continued oversight

Witness evaluation may be appropriate to demonstrate clinical and technical competence. Address findings before independent review of the requested examination categories. Confirm surveillance, reassessment, and supplementary evaluation arrangements when examinations or locations change; any ACBNA accreditation cycle follows the four-year cycle with annual surveillance.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

Uncertainty evaluation

Evaluating and reporting measurement uncertainty

Evaluate and communicate measurement uncertainty using approaches appropriate to the method, measurement process, and intended use of the result.

Evaluation principles

Relevant foundations include ISO/IEC 17025, ISO 17034, the Guide to the Expression of Uncertainty in Measurement (JCGM 100), and applicable ILAC guidance. Method-specific requirements take precedence. Type A evaluation uses statistical analysis of observations; Type B evaluation uses other evidence such as calibration data, specifications, resolution, or established experience. Identify significant contributions, justify distributions, and account for correlations where relevant.

Calibration and testing applications

A calibration budget may include reference-standard uncertainty and drift, instrument resolution, repeatability, environmental conditions, setup, and measurement-model effects. Combine contributions using an appropriate model and derive expanded uncertainty with a justified coverage factor and coverage statement. Testing evaluations may also include sample preparation, matrix effects, recovery, precision, bias, and validation evidence. For qualitative methods, document whether numerical uncertainty is meaningful rather than forcing an unsuitable calculation.

Reference materials and communication

For reference material production, consider characterization, homogeneity, stability, and transport or storage influences as applicable. Reports should identify the result and units, uncertainty where required, coverage factor or probability, and the basis of evaluation. Explain how uncertainty is considered in conformity decisions, including any agreed guard band or risk-based decision rule. Worked evaluations should use the actual measurement model and data, rather than treating a generic caliper, chloride, or reference-material example as a universal budget.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

Metrological traceability

Establishing defensible metrological traceability

Establish traceability to the International System of Units (SI), where technically possible, through a documented, unbroken chain of calibrations.

Select an appropriate traceability route

ISO/IEC 17025 and ISO 17034 address traceability relevant to laboratory work and reference material production; consult the current applicable ILAC policy. Traceability to SI may be supported by suitable services from national metrology institutes, competent accredited calibration laboratories, or appropriate certified reference materials. Verify the relevant capability, scope, and recognition arrangements rather than relying on a provider's name alone.

Maintain evidence throughout the chain

Document the hierarchy for each relevant parameter and range, the calibration provider, equipment identification, calibration results and uncertainty, and the basis for calibration intervals. For example, a weighing result may link through calibrated weights and national mass standards to the SI kilogram. Review calibration intervals using equipment stability, use, environmental conditions, and relevant recommendations.

Verify and address gaps

Periodically review certificates, traceability chains, and uncertainty budgets to ensure they support the intended measurements. Where SI traceability is technically unavailable, establish an appropriate accepted reference and explain the justification. Investigate missing or unsuitable evidence and document the action taken to restore confidence in the affected measurements.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

External performance assurance

Planning proficiency testing and performance follow-up

Use proficiency testing and suitable interlaboratory comparisons to monitor performance and support confidence in technical results.

Build a scope-based participation plan

Use relevant requirements from ISO/IEC 17025, the current ISO/IEC 17043 framework, applicable ILAC guidance, and suitable statistical methods such as ISO 13528. Select testing or interlaboratory comparison activities that represent the laboratory's disciplines, matrices, methods, and ranges. Set participation frequency according to applicable requirements, technical risk, and scheme availability; confirm any mandatory interval with ACBNA.

Evaluate results appropriately

Use the scheme's assigned values and evaluation criteria. A z-score compares the result's deviation from the assigned value with the proficiency-assessment standard deviation. An En value compares the result difference with the combined reported expanded uncertainties, subject to the scheme's assumptions. Other approaches, including Youden plots, may help identify performance patterns. Apply the provider's justified acceptance criteria rather than assuming one statistical method suits every activity.

Investigate, correct, and retain evidence

Review the report, identify unsatisfactory outcomes, investigate root causes, implement corrections and corrective actions, and verify effectiveness. Keep the participation plan, original results, evaluation, investigation, and follow-up evidence available for assessment under the applicable record-retention requirements. Where a suitable scheme is unavailable, document the limitation and discuss an appropriate alternative with ACBNA.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.

NIST & national measurement framework

Understanding the US measurement infrastructure

Understand the role of the National Institute of Standards and Technology (NIST) in the United States' measurement infrastructure and national traceability framework.

National standards and technical services

NIST, established in 1901 as the National Bureau of Standards and part of the US Department of Commerce, maintains national measurement capabilities. Its work includes measurement standards, calibration services, standard reference materials and data, and the National Voluntary Laboratory Accreditation Program (NVLAP). Major NIST locations include Gaithersburg, Maryland, and Boulder, Colorado.

International equivalence and traceability

The international framework includes the BIPM, the CIPM Mutual Recognition Arrangement, regional metrology organizations such as the Inter-American Metrology System (SIM), and published calibration and measurement capabilities in the BIPM Key Comparison Database. Comparisons support evidence of measurement equivalence. A suitable traceability chain may connect national standards through competent calibration providers to laboratory and industrial measurements.

Legal metrology and the wider ecosystem

NIST's Office of Weights and Measures and the National Conference on Weights and Measures support the US legal-metrology system alongside state authorities. Industry, private laboratories, universities, and agencies including the Department of Defense, Department of Energy, and NASA contribute to measurement capability in sectors such as aerospace, energy, healthcare, and semiconductors. National standards, calibration providers, measurement users, and state enforcement authorities perform distinct roles; this US-focused overview does not describe every North American jurisdiction or establish an ACBNA affiliation.

Confirm current editions and program-specific requirements with ACBNA. International publication references do not establish membership, recognition, or authorization to use arrangement marks.