© ISO 2019 – All rights reserved

PUBLIC ISO/PAS 23678-1:2019

ISO TC 8/SC1/WG1
AVAILABLE
Secretariat: ANSI
SPECIFICATION
First Edition
2019-03-20

Maintenance, thorough examination, operational testing, overhaul and

repair of lifeboats (including free-fall lifeboats) and rescue boats
(including fast rescue boats), launching appliances and release gear
Service Personnel

Part 1:
General requirements for training providers

DPAS stage
Warning for WDs and CDs
This document is not an ISO International Standard. It is distributed for review and comment. It is subject to
change without notice and may not be referred to as an International Standard.
Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of
which they are aware and to provide supporting documentation.
ISO/PAS 23678-1:2019(E)

© ISO 2018

All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part
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 ISO/PAS 23678-1:2019(E)

CONTENTS Page
Foreword iv
Introduction vi
1 Scope 1
2 Normative references 2
3 Terms and Definitions 2
4 Service technician competence progression 1
4.1 General 1
4.2 Initial Training: - Introductory education and training 1
4.3 Initial Refresher Training: 2
4.4 Level 1 Stage 1 Technician Controlled Environment Education and Training 2
4.5 Level 1 Stage 2 Technician Onshore supervised workplace experience and
assessment: 3
4.6 Level 2 Infield supervised workplace experience and competence assessment
requirements 3
5 Resources for Service Technician Training 5
5.1 General 5
5.2 Staff Resources 5
5.3 Physical resources 6
5.4 Equipment 7
6 Administration and Certification 9
6.1 Course Administration 9
6.2 Certification 10
6.2.1 General 10
6.2.2 Initial certificate 10
6.2.3 Level 1 certificate 10
6.2.4 Level 2 certificate 11
7 Code of conduct 11
7.1 General 11
ANNEX A (informative) Service Technician competence progression 13
ANNEX B (informative) Table 1 – Exercise assessment system type breakdown 17
ANNEX C (informative) Level 1 technician Stage 2 onshore supervised workplace
experience and assessment exercise criteria 18
ANNEX D (informative) Specimen Certificates 19
Bibliography 25

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ISO/PAS 23678-1:2019(E)

Foreword

ISO (the International Organisation for Standardization) is a worldwide federation of national

standards bodies (ISO member bodies). The work of preparing International Standards is
normally carried out through ISO technical committees. Each member body interested in a
subject for which a technical committee has been established has the right to be represented on
that committee. International organisations, governmental and non-governmental, in liaison with
ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical
Commission (IEC) on all matters of electrotechnical standardization.

The procedures used to develop this document and those intended for its further maintenance
are described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria
needed for the different types of ISO documents should be noted. This document was drafted in
accordance with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).

The main task of technical committees is to prepare International Standards. Draft International
Standards adopted by the technical committees are circulated to the member bodies for voting.
Publication as an International Standard requires approval by at least 75 % of the member bodies
casting a vote.

In other circumstances, particularly when there is an urgent market requirement for such
documents, a technical committee may decide to publish other types of normative document:

• — an ISO Publicly Available Specification (ISO/PAS) represents an agreement between

technical experts in an ISO working group and is accepted for publication if it is approved
by more than 50 % of the members of the parent committee casting a vote;

• — an ISO Technical Specification (ISO/TS) represents an agreement between the

members of a technical committee and is accepted for publication if it is approved by 2/3
of the members of the committee casting a vote.

An ISO/PAS or ISO/TS is reviewed after three years in order to decide whether it will be
confirmed for a further three years, revised to become an International Standard, or withdrawn.
If the ISO/PAS or ISO/TS is confirmed, it is reviewed again after a further three years, at which
time it must either be transformed into an International Standard or be withdrawn.

Attention is drawn to the possibility that some of the elements of this document may be the
subject of patent rights. ISO shall not be held responsible for identifying any or all such patent
rights. Details of any patent rights identified during the development of the document will be in
the Introduction and/or on the ISO list of patent declarations received (see
www.iso.org/patents).

Any trade name used in this document is information given for the convenience of users and does
not constitute an endorsement.

For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to
the World Trade Organisation (WTO) principles in the Technical Barriers to Trade (TBT), see
www.iso.org/iso/foreword.html.

This document was prepared by Technical Committee ISO/TC8, Ships and Marine Technology, SC1
Maritime Safety.

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 ISO/PAS 23678-1:2019(E)

A list of all parts in the ISO 23678 series can be found on the ISO website.

Any feedback or questions on this document should be directed to the user’s national standards
body. A complete listing of these bodies can be found at www.iso.org/members.html.

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ISO/PAS 23678-1:2019(E)

Introduction

The industry recognises that a major objective is to prevent accidents and incidents from
occurring. A global network of competent personnel employed by authorized service providers
is vital for lifesaving appliances to remain fit for purpose, sustaining crew confidence and
contributing to the prevention of incidents and accidents.

It has been recognized from the new requirements on maintenance, thorough examination,
operational testing, overhaul and repair of lifeboats (including free-fall lifeboats) and rescue
boats (including fast rescue boats), launching appliances, IMO Resolution MSC.402(96), "The
Requirements", adopted 19th May 2016 and entering into force 1st January 2020, that it is
necessary to develop an International Standard. This necessity is based on the requirement in
paragraph 7.1.1 of "The Requirements";

Employment and documentation of personnel certified in accordance with a recognized national,

international or industry standard as applicable, or a manufacturer's established certification
programme. In either case, the certification programme shall comply with section 8 for each make
and type of equipment for which service is to be provided;

This document and associated parts 2, 3 and 4 have been developed to achieve three key
objectives.

1. The first objective was to develop training standards that would comply with the
requirements stated in IMO Resolution MSC.402(96) section 7 paragraph 7.1.1.

2. The second objective was to develop training standards that would provide a
consistent, reliable, and standardised approach to training and provide a clear auditable trail
for Interested Parties to grant authorisation in accordance with IMO Resolution MSC.402(96)
section 3 to approved service providers.

3. The third objective was to develop training standards that would enable personnel
certified by authorized service providers to develop and maintain competencies identified by
industry experts to a level that enables them to competently work unsupervised on
equipment covered by this standard.

This document has been developed by identifying common design features in relation to
survival craft, davits, winches and release gear makes and types for which service is to be
provided. This has been achieved by conducting professional discussions with disciplined
experts to obtain the appropriate information to develop a training programme that is fit for
purpose. Successfully completing parts 2, 3 and 4 of the Service Technician training will
enable personnel certified by an authorized service provider to meet the requirements of IMO
Resolution MSC.402(96) section 7 paragraph 7.1.1. and section 8.

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Service Technician training - ISO Standard Parts 1, 2, 3 and 4;

Part 1- Guidance to Training Providers; describes the competence route of the candidate and the
resources the training provider will need to deliver the training.

Part 2- Initial training; describes the training programme for initial familiarisation and induction
training which is classroom education. The training programme focuses on introducing
individuals to the complex terminology, rules and regulations, organisations, health and safety
that a Service technician will need to understand in order to carry out their role.

Part 3- Level 1 training; describes the controlled environment education and training delivered
at a training school. The training programme focuses on the technical training for type specific
lifesaving appliances.

Part 4- Level 2 Competence; describes the requirements for initial infield and ongoing
competence assessments.

Note:

Parts 1, 2 and 3 are referencing typical in-house / training school training programmes.

Part 4 is typical in-field performance of the personnel trained and recording of their competence.

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Maintenance, thorough examination, operational testing, overhaul

and repair of lifeboats (including free-fall lifeboats) and rescue boats
(including fast rescue boats), launching appliances and release gear-
Service Personnel Training Standard – Part 1 General requirements for
training providers

1 Scope

The standard establishes a uniform, safe and consistent approach to training personnel that
will enable them to establish and maintain the required competencies in relation to
maintenance, thorough examination, operational testing, overhaul and repair of lifeboats
(including free-fall lifeboats) and rescue boats (including fast rescue boats), launching
appliances and release gear.

This document will also provide the necessary information for Interested Parties to grant
accreditation, effectively evaluate and audit training in accordance with the requirements of
IMO Resolution MSC.402(96), Section 3.

This International standard describes the competence route, resources, facilities and
certification requirements for personnel trained by manufactures or an authorized service
provider to carry out maintenance, thorough examination, operational testing, overhaul and
repair of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats),
launching appliances and release gear.

Parts 1 to 4 of this set of standards should not be viewed in isolation of each other.

This training standard sets out the competence route of the candidate and the resources the
training provider will need to deliver the training only.

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2 Normative references

The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document.

The following referenced documents are indispensable for the application of this document. For
the dated references, only the edition cited applies. For undated references, the latest edition of
the referenced document (including any amendments), applies.

ISO 23678-2: Maintenance, thorough examination, operational testing, overhaul and repair of
lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching
appliances and release gear-Service Technician Training Standard – Part 2 – Initial Training.

ISO 23678-3: Maintenance, thorough examination, operational testing, overhaul and repair of
lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching
appliances and release gear - Service Technician Training Standard – Part – 3 Level 1 – Technical
Lifesaving Appliance Type Specific Training.

ISO 23678-4: Maintenance, thorough examination, operational testing, overhaul and repair of
lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching
appliances and release gear- Service Technician Competence Standard– Part 4 – Level 2 Infield
competence assessment

IMO Resolution MSC.402(96) Requirements for maintenance, thorough examination, operational

testing, overhaul and repair of lifeboats and rescue boats, launching appliances and release gear.

I.A.C.S: UR-Z 17.Rev 14.

3 Terms and Definitions

For the purposes of this document the following terms and definitions apply.

3.1
authorized service provider (asp)
an entity authorized by the administration in accordance with section 3 and section 7 of IMO
Resolution MSC 402 (96)

3.2
company
as defined in SOLAS Regulation IX/1.2

3.3
competent person
having such knowledge and experience of as is necessary for that person to carry out,
maintenance, thorough examination, operational testing, overhaul and repair of a complete
system, assess the condition of a complete system and make a judgement as to whether it may
remain in service.

3.4
complete system
survival craft and associated equipment, release gear and launching appliance.

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3.5
disciplined expert
experts that have proven competence in design, manufacturing, inspection, maintenance, training
and certification of personnel for LSA equipment.

3.6
equipment
the equipment to which “the requirements” apply.

3.7
intervention
any activity that includes maintenance, thorough examination, operational testing, overhaul and
repair of lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats),
launching appliances and release gear.

3.8
interested parties
an entity with the ability to grant authorisation with accordance with the requirements of MSC.
Resolution 402(96).

3.9
launching appliance
a means of transferring a survival craft or from its stowed position safely to the water.

3.10
manufacturer
the original equipment manufacturer or any entity which has taken legal and legitimate
responsibilities for equipment when the original equipment manufacturer no longer exists or
supports the equipment.

3.11
offload release mechanism
a release mechanism that releases the survival craft/rescue boat/fast rescue boat when it is
waterborne or when there is no load on the hooks.

3.12
on-load release mechanism
a release mechanism that releases the survival craft/rescue boat/fast rescue boat with load on
the hooks.

3.13
overhaul
a periodical activity defined by the manufacturer that proves continued fitness for purpose for a
defined period subject to correct maintenance.

3.14
requirements
means Regulation III/20 of the International Convention of Safety of Life At Sea, 1974 (“the
convention”), maintenance, thorough examination, operational testing, overhaul and repair of
lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching
appliances and release gear (“the requirements”).

3.15

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repair
any activities requiring disassembly of equipment, or any other activities outside the scope of the
instructions for on-board maintenance and for emergency repair of life-saving appliances
prepared in accordance with SOLAS Regulations III/36.2 AND III/35.3.18, respectively.

3.16
service technician
means a person that is trained and certified by a manufacturer or an authorised service provider
to carry out maintenance, thorough examination, operational testing, overhaul and repair of
lifeboats (including free-fall lifeboats) and rescue boats (including fast rescue boats), launching
appliances and release gear

3.17
survival craft
as defined in SOLAS Regulations III/ 23

3.18
type
a category of LSA equipment having common characteristics as identified in the scope of this
standard.

Glossary of Terms

ALARP
As low as reasonably practicable

COSHH
Control of Substances Hazardous to Health

FRB
Fast Rescue Boat

MAH
Major Accident Hazard

MSC
Maritime Safety Committee

MODU
Mobile Offshore Drilling Unit

MSDS
Material Safety Data Sheets

LSA
Life Saving Appliances

PPE

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Personal Protective Equipment

RA
Risk Assessment

RPE
Respiratory Protective Equipment

RO
Recognised Organisation

SOLAS
Safety of Life at Sea

TEMPSC
Totally Enclosed Motor Propelled Survival Craft

UCN
Unique Certificate Number

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4 Service technician competence progression

4.1 General

The training of service technicians may not be limited to the training programme described in
this standard. Specific operations may require additional competencies of trained and certified
personnel. These additional competencies will not be addressed in this standard as being part
of the training for certified personnel.

Service technician training, competence assessment and re-assessment is comprised of five key
stages. The key stages given in 4.2 to 4.7. shall be followed (see Annex A).

4.2 Initial Training: - Introductory education and training

4.2.1 General

The initial training is comprised of three modules that are predominantly theory based to address
in part the requirements of IMO Resolution MSC.402(96) section 8 at a basic entry level (except
f) below which is outside section 8). The modules will introduce and familiarize the candidates
with the organisations, legislative framework, rules, regulations, terminology, procedures, health
and safety and equipment associated with manufacture / ASP operations.

4.2.1.1 Module 1 Service Technician General Industry Knowledge will cover (IMO Resolution
MSC.402(96) 8.2.1: 1,2,3 4, 5 and 6) as follows:

a) theory; relevant rules and regulations, including international conventions;

b) theory; design and construction of lifeboats (including free-fall lifeboats), rescue boats and
fast rescue boats, including on-load release gear and launching appliances;

c) theory; causes of lifeboat and rescue boat accidents;

d) theory; education in the procedures specified in section 6 for which certification is sought;

e) theory familiarisation; detailed procedures for thorough examination, operational testing,

repair and overhaul of lifeboat (including free-fall lifeboats), rescue boats and fast rescue
boats, launching appliances and on-load release gear, as applicable;

f) practical operation release gear;

g) theory procedures for issuing a report of service and statement of fitness for purpose based
on paragraph 5.3.

4.2.2.2 Module 2 Basic Safety at Work (402(96) 8.2.1:7).

a) theory / practical; work, health and safety issues while conducting activities on board.

4.2.2.3 Module 3 Risk Management (402(96) 8.2.1:7).

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a) risk management while conducting activities on board.

Following successful assessment of learning objectives found in part 2 of this suite of standards,
candidates will be awarded an Initial Service Technician certificate.

4.3 Initial refresher training:

4.3.1 Developed to meet the requirements of IMO Resolution MSC.402(96) section 8

paragraphs 8.2.; 1,2,3 and 7. The refresher training will update personnel with any changes to
legislation, rules and regulations associated with manufacturer / ASP operations. The training
and assessment activities will ensure personnel’s underpinning knowledge is current and
maintained at the required level to carry out their role in a safe effective manner. Following
successful assessment of learning objectives found in part 2 of this suite of standards,
candidates will be awarded an Initial Service Technician certificate.

4.4 Level 1 Stage 1 technician-controlled environment education and training

4.4.1 The Level 1 training shall be split into two stages. Stage 1 shall have five modules that
should be comprised of classroom-based theory lessons followed by practical sessions. The five
modules shall cover the equipment identified in 5.4.3 of this standard and focus on meeting the
requirements in part of IMO Resolution MSC.402(96), sections 8, paragraphs; 8.1, 8.2.1; 4,5,6,
8.2.2 and 8.2.3. The classroom training will identify and develop the required underpinning
knowledge to examine, overhaul, maintain, test and repair the individual parts that make up a
complete system. The practical sessions will focus on developing the skills required to examine,
overhaul, maintain test and repair the components that make up a complete system. The
practical sessions shall contain repetitive exercises that will incorporate and practically apply
the underpinning knowledge gained during the Initial and Level 1 theory sessions. The
practical exercises will give the candidates the opportunity to practice and demonstrate
competence in relation to the skills and knowledge required to carry out their role.

4.4.1.1 The assessment process will be continuous, if successful candidates continue onto Level
1, Stage 2 “Onshore Supervised Workplace Experience and Assessment.”

The Level 1, Stage 1 modules are as follows:

a) module 1: work, health and safety issues while conducting activities on board;

b) module 2: types; survival craft;

c) module 3: types; release systems;

d) module 4: types; davits;

e) module 5: types; winches.

4.4.2 The modules are type specific as identified in Table 1 (see Annex B) of this standard and
shall address the requirements of IMO Resolution MSC.402(96) section 8 paragraphs 8.2.1: 4, 5
and 6 as follows:

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a) .4 theory / practical; education in the procedures specified in section 6 for which certification
is sought;

b) .5 theory / practical; detailed procedures for thorough examination, operational testing,

repair and overhaul of lifeboat (including free-fall lifeboats), rescue boats and fast rescue
boats, launching appliances and on-load release gear, as applicable;

c) .6 theory / practical procedures for issuing a report of service and statement of fitness for
purpose based on paragraph 5.3.

4.5 Level 1 Stage 2 Technician controlled environment supervised workplace

experience and assessment:

4.5.1 The candidates shall undertake supervised scenario based practical exercises
assessments covering the range of type specific complete systems as identified in Table 1 (see
Annex B). The purpose of the exercises is to enable the candidates to carry out annuals and a
5-yearly inspections on a complete system.

4.5.2 The practical exercises shall incorporate and put into practice the relevant
underpinning knowledge and practical experience gained during the Initial and Level 1, Stage
1 training (see Annex C exercise criteria).

4.5.3 Each exercise shall cover the procedures specified in section 6.1 and 6.2 of IMO
Resolution MSC.402(96), only one exercise should cover the procedures identified in section
6.3. The exercises shall also cover the requirements of sections 8.2.1:1.4,5,6,7. and 8.2.2.

4.5.4 The candidates should be supervised and mentored through the exercises to assist
candidates to develop competencies, the overall objective is to create an environment that is
conducive to continued professional development.

4.5.5 The practical exercise scenarios shall be designed to simulate a real working
environment, assessment activities shall include the procedures candidates would undertake
to carry out a “real” intervention (see part 3 section 5.8 criteria).

4.5.6 The assessment process will be continuous throughout the exercises. The assessor will
use direct observation supplemented by oral questions (where necessary), to establish
competence.

4.6 Level 2 Infield supervised workplace experience and competence assessment

requirements

4.6.1 General

Training establishments shall provide supervised in field work place experience and
assessment, to produce an infield competent person.

4.6.2 Initial Level 2 Infield supervised workplace experience and competence

assessment process

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4.6.2.1 Level 2 infield competence assessments carried out on the equipment identified in
table one, shall be completed no longer than 12 months after the issuing date of the Level 1
certificate, if the candidate was unable to demonstrate competence within 12months, the
Level , Stage 2 assessments shall have to be completed again. The candidate will only have to
complete the Level 1. Stage 2 assessments on the equipment the candidate was unable to
demonstrate competence on.

4.6.2.2 The infield workplace experience and competence assessment shall cover the
procedures identified in Resolution 402(96) section 6, fulfil the requirements of section 8
paragraph 8.2.2 and comply with 8.2.3.

4.6.2.3 The workplace experience and competence assessment should be carried out over a
minimum of three interventions for each specific system type as identified in Table 1 the
candidate will be certified for, e.g. three interventions carried out on a totally enclosed lifeboat
with a sprinkler and air system.

4.6.2.4 The assessor will complete the candidate’s personnel training logbook to record the
activities that take place during interventions.

4.6.2.5 The candidates will be supervised and mentored during the first two interventions;
the overall objective is to create an environment that is conducive to continued professional
development, so candidates are able to reach their maximum potential. The assessor will give
constructive feedback clearly identifying areas that went well or require improvement. The
third intervention shall be conducted with the candidate taking the lead role; the assessor
should only intervene or give advice if safety protocols are breached. If the candidate
demonstrates competence, a Level 2 certificate will be issued.

4.7 Level 2 competence re-assessment requirements

4.7.1 Over the three-year validation period of the Level 2 certificate, personnel will record
work activities during interventions in their personnel logbooks.

4.7.2 The interventions work activities for each year shall cover the systems identified in
Table 1 and the procedures identified in IMO Resolution MSC.402(96) section 6.2 and 6.3.

4.7.3 To be eligible for Level 2 competence re-assessment, there needs to be sufficient

evidence documented within the personnel logbook over the 3 years that reflects personnel
has carried out the procedures stated in IMO Resolution MSC.402(96) section 6.2 and 6.3, on
the range of equipment identified in Table 1.

4.7.4 In lieu of evidence within the personnel logbook over a 3-year period, a competence
assessment shall take place on the equipment for which interventions have not been recorded
(e.g. no interventions carried out for a fixed outrigger davit with gravity launch electric
hoisting winch). If when re-assessed the candidate is deemed “Not Yet Competent” (NYC) for
a specific system, only the criteria for which they are deemed NYC will require retraining and
re-assessment (e.g. retraining will need to take place for a fixed outrigger davit with gravity
launch electric hoisting winch).

4.7.5 Level 2 competence re-assessment can be carried out either infield or in a controlled
environment.

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4.7.6 Experienced Service Technicians can be certified by successfully completing a

competence assessment providing they have supporting evidence of completing Service
Technician Level 1 or a manufacturer's established certification programme accompanied by
sufficient infield work experience. Supporting evidence may include training logs, previous
reports, photographs or videos covering the range of systems identified in Table 1.

5 Resources for service technician training

5.1 General

For training to be delivered successfully it is essential that the correct personnel, facilities and
equipment are available to support the programme. Organisations shall ensure that candidates
receive well-structured and effective training with fair, standardised, consistent valid, reliable
assessment processes. The training shall be conducted in an appropriately equipped safe
environment. The organisation delivering the training shall ensure there are formally
documented procedures that reflect this.

NOTE 1 The resource’s required to deliver training only need to reflect the equipment
personnel are to be certified for. For example, if a company only requires freefall lifeboat training
then the equipment and training resources to deliver and assess candidates can be limited to
reflect certification requirements.
NOTE 2 Training providers need to continuously review and update the equipment when
new technologies are introduced to the market. Training providers also needs to review any new
relevant information, especially regarding accidents and incidents.

5.2 Staff resources

5.2.1 General

Organisations delivering the training shall ensure there are sufficient approved trainers and
assessors to carry out the training and assessment activities described in the modules. All staff
will have the appropriate competencies and qualifications to conduct/assist with the element of
training being undertaken.

5.2.2 Requirements for trainers and assessors

5.2.2.1 Trainers shall meet the requirements of the certification body. The selection and
approval process shall ensure trainers are:

(a) trained in instructional/lecture techniques and/or have proven instructing / teaching

experience;

(b) included in an ongoing training programme, which includes visits to vessels or offshore oil
and gas installations, to enable them to maintain and update skills;

(c) have the appropriate level of experience for the element of training they are delivering.

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5.2.3 Assessors and internal verifiers

Organizations delivering the training shall ensure there are sufficient assessors and internal
verifiers with the appropriate training, qualifications and competencies to monitor and evaluate
the complete assessment process of the candidate, along with the trainers and assessors
themselves.

5.2.4 Trainer/assessor candidate ratio

5.2.4.1 It is recommended that the maximum number of candidates attending this programme
is 8. The following ratios indicate the maximum number of candidates to be supervised by one
instructor at any one time during each activity.

a) theory - 1: 8

b) demonstration and practical 1: 4

5.3 Physical resources

5.3.1 General

The training establishment shall clearly demonstrate there are adequate resources and
documented procedures to ensure that training and assessment can be consistently and safely
delivered in accordance with this ISO Standard.

5.3.2 Resources for training and assessment.

5.3.2.1 The following training and reference material is required to meet the stated content
within Initial and Level 1 training programmes:

a) a timetabled programme that outlines the content of the training programme;

b) detailed lesson and exercise plans that reflect the contents of the initial and level 1
standards which are clearly referenced against the learning outcomes and module elements
of the training programme;

c) candidate assessment plan for issue to each candidate;

d) illustrations of rigs, platform, ships, lifeboats, rescue boats, frb’s, davit launched life rafts
and their associated launching appliances types typically found in the maritime and
offshore oil and gas industry.

e) illustrations of various release mechanisms identified in the scope of the standard;

f) electronic and/or hard copy examples of relevant legislation and guidance documentation
as they are discussed in each module;

g) examples of risk assessments and a risk matrix;

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h) example of work permits for different types of controlled work on ships, MODU’s and fixed
installations;

i) examples of material safety data sheets (MSDS) & COSHH assessment(s);

j) examples of company-specific lifesaving/golden rules;

k) manufacturer maintenance manuals and associated technical information for equipment

used for training as identified in Table 1;

l) checklists for thorough examination, operational testing, repair and overhaul of lifeboat
(including free-fall lifeboats), rescue boats and fast rescue boats, launching appliances and
on-load release gear, as applicable;

m) procedures for thorough examination, operational testing, repair and overhaul of lifeboat
(including free-fall lifeboats), rescue boats and fast rescue boats, launching appliances and
on-load release gear, as applicable.

NOTE 1 Due to the variety of forms, records, plans, schedules etc. used within the offshore and
maritime industries the examples used for training purposes may differ from those of
said industries. Training examples should represent the range of documents available
and should be as typical and current as possible.

5.3.3 Facilities

5.3.3.1 It is important to ensure that the full range of facilities is made available to ensure
candidates get the most out of their training. The following facilities shall be in place:

a) administration arrangements to support candidates through registration and assessment

to certification;

b) a designated room or area to deliver theory sessions that will not be used simultaneously
for any other activity. the room shall be equipped with suitable equipment for candidates
to view training material such as visual aids and arranged in a manner that is conducive to
a positive learning experience;

c) a designated area shall be provided with sufficient space and equipment for candidates to
practise and demonstrate competence during the practical exercises;

d) all facilities must be maintained, and where appropriate, inspected and tested in
accordance with current standards/legislation;

e) there shall be risk assessments in place to cover all learning and assessment activities that
are fit for purpose and regularly reviewed.

5.4 Equipment

5.4.1 General

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All equipment shall be maintained, and where appropriate, inspected and tested in accordance
with current standards/legislation, guidance and manufacturers recommendations. Risk
assessments must be conducted and documented for all training equipment. The following
equipment shall be available for training and assessment purposes.

5.4.2 Equipment required for initial training

5.4.2.1 The following equipment shall be available for Initial Service Technician Training:

a) a minimum of two variants of on-load and offload release mechanism.;

b) an example of a winch with examples of its main components;

c) examples of a risk intervention card;

d) physical examples of PPE to include coveralls, boots, hard hat and gloves;

e) examples of respiratory protective equipment (RPE).

5.4.3 Equipment required for level 1 technical training

5.4.3.1 The following survival craft types shall be available for Level 1 Service Technician
Training:

a) totally enclosed lifeboats with sprinkler and air systems;

b) single fall rescue boat or fast rescue boat.

5.4.3.2 The following Survival Craft Propulsion System Types shall be available for Level 1
Service Technician Training:

a) inboard diesel engine;

b) outboard engine;

c) propeller drives;

d) jet drive.

5.4.3.3 The following Davit types shall be available for Level 1 Service Technician Training:

a) gravity single or twin fall outrigger;

b) hydraulic pivoting / luffing;

c) gravity roller track;

d) gravity free fall primary and hydraulic secondary;

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e) single arm slewing (manual, electric).

5.4.3.4 The following winch types shall be available for Level 1 Service Technician Training:

a) twin drum;

b) single drum;

c) gravity lowering / electric hoisting with the following braking systems;

i. holding / static brakes with mechanically operated multiple disks;
ii. holding / static brakes with friction pads;
iii. centrifugal brakes with friction pads;
iv. holding / static brakes multiple disks, hydraulically operated;
v. hydraulic pump lowering brake;

d) Hydraulic lowering and hoisting.

5.4.3.5 The following release gear types shall be available for Level 1 Service Technician
Training:

a) lifeboat on-load / offload (load not over centre) hook assembly locking devices with;

i. flat to flat cams;

ii. curve to curve cams;
iii. curve to flat cams;
iv. up and down pins;
v. amplification arms, intermediary hooks, arresting levers;
vi. hydrostatic interlock with diaphragms and floats;

b) lifeboats offload (load over centre);

c) lifeboat on-load / offload release (load over centre);

d) freefall hydraulic;

e) rescue boats including fast rescue boat offload;

f) rescue boats including fast rescue boat automatic;

g) davit launched liferaft automatic.

6 Administration and certification

6.1 Course Administration

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Each candidate attending Service Technician training should be registered at course

commencement. Each candidate will receive a training programme, course notes appropriate to
the training and a candidate assessment plan.

6.2 Certification

6.2.1 General

The certification body may need to provide details and copies to the Authorising body on
request. Certifications bodies shall make every effort to ensure training records are
adequately protected from destruction from unforeseen situations and readily available on
request.
The training establishment shall issue a certificate directly to the candidate completing the
programme and retain a copy on file. Each certificate must indicate that the candidate has
been assessed against and met the required learning outcomes. The expiry date shall clearly
be written on the certificate (if applicable). The certificate shall contain the following
information:

a) establishment name;

b) full title stating the equipment and the procedures the candidate is certified for;

c) photograph of candidate;

d) candidate's name;

e) course dates;

f) expiry date;

g) unique certificate number (ucn);

h) training establishment signatory.

6.2.2 Initial certificate

6.2.2.1 Candidates assessed as competent shall be issued a certificate that will state the
qualification and range of procedures the certificate covers. The interval between the initial
training and assessment and subsequent re-assessment / refresher training shall be 3 years.
(see example in annex 1).

6.2.3 Level 1 certificate

6.2.3.1 Candidates assessed competent shall be issued a certificate that will state the
qualification range of equipment and procedures the certificate covers. The Level 1 certificate
will not have an expiry date. Level 2 training should be completed no longer than 12 months
after the issuing date of the Level 1 certificate. (see example in annex 1).

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6.2.4 Level 2 certificate

6.2.4.1 A competency assessment shall be conducted to issue or renew certification. In cases

where refresher training is found necessary a further assessment shall be carried out after
completion. The Level 2 certificate will be valid for 3 years for each specific type of system
personnel will be certified for(see example in annex D).

6.2.5 Criteria for changing the scope of the certificate

6.2.5.1 The scope of the certificate maybe changed if:

a) there is not a requirement for the certified person to be deemed competent for specific
types of equipment identified within Table 1;

b) the certified Level 2 person has been inactive or not exposed to specific types of
equipment identified in Table 1 due to operational requirements and this is reflected in
the certified person’s personnel logbook;

c) there is new equipment introduced to the market that is not identified in Table 1 for
which certification is required. In this case, the Level 1 and Level 2 certification processes
will need to encompass the new equipment to change the scope of the certificate.

6.2.6 Criteria for suspending the certificate

6.2.6.1 The validity of any certificate shall be suspended or withdrawn in the event of:

a) any shortfall in performance or inability to fulfil the competence requirements of the

certification process;

b) a violation of the code of conduct.

6.2.6.2 The certified persons certificate shall only be revalidated in the case of a) a further
competency assessment is carried out where the certified person is able to demonstrate
competency or in the case of b) an investigation is carried out that concludes the certified
person has been vindicated of a breach of the code of conduct.

7 Code of conduct

7.1 General

The certification body shall require its personnel to sign a document by which they commit
themselves to comply with the rules defined by the certification body, including those relating
to confidentiality, impartiality and conflict of interests. This requirement should be reflected in
the certification bodies Quality Management System.

7.1.1 The certification body shall ensure that the code of conduct shall not be violated by a
certified service technician. Violations of the code of conduct are;

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a) service personnel must not attempt to work on equipment they have not been certified
for.

b) service personnel should report incidents where they have been forced to carry out
procedures on equipment they are not certified for.

c) non- compliance by service personnel carrying out maintenance, thorough examination,

operational testing overhaul and repair as described in Resolution 402 (96) paragraphs
4.2 and 4.3 certified by an authorized service provider in accordance with the
requirements specified in section 8 in respect of health, safety and environment (HSE)
instructions and procedures established by the company.

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ANNEX A (informative) Service Technician competence progression

Initial ASP Refresher.

every 3 years Initial Technician
Education and Training

Level 1 Service
Technician Technical
Stage 1
Education and Training
Onshore.

Level 1 Service
Technician Technical
Stage 2
Supervised Onshore
workplace assessment.
Type specific.

Level 2 Technician
Level 2 ASP Supervised Infield
Technician. workplace competence
Re-assessed every 3 assessment.
years system specific. Work unsupervised.
Type specific. Type specific.

Figure 1 – Overview of Service Technician Competence progression

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Initial Training
• Classroom / Practical
• Explanation, Demonstration,
Practice

Module 1
Service Technician General
Industry Knowledge

Module 2
Basic Safety at Work

No
Assessed
competent

Yes

Level 1 Technician Training

Figure 2 - Initial technician’s competence progression

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Figure 3 – Service technician’s technical Level 1 Stage 1 and 2 competence progression

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Figure 5 – Level 2 Infield Service technician’s competence progression

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ANNEX B (informative) Table 1 – Exercise assessment system type breakdown

Survival craft Davits types Winch types Release Gear

types, types

Lifeboat a) Fixed outrigger Twin drum Hook Assemblies

a) with sprinkler and b) Free fall ramp a) Gravity lowering / a) Off load / On load –
air system c) Free fall A/frame electric hoisting lift not over centre
d) Roller track i. Holding / static release gear
Lifeboat
gravity brakes with friction i. Flat to flat
d) Single Fall or
e) Twin Fall or e) Hydraulic / pads rotating cams
f) Free Fall. luffing gravity ii. Holding / static ii. Forward or
lowering brakes with reverse curve to
Lifeboat f) Single arm mechanically curve rotating
a) Open or; slewing operated multiple cams
b) Partially Enclosed. disks. iii. Curve to flat
iii. Holding / static rotating cams
Rescue Boats
a) Single Fall Rescue brakes, multiple disks, iv. Up and down
Boat or; hydraulically pins
b) Fast Rescue Boat. operated b) On load / Off load –
iv. Hydraulic pump lift over centre
lowering brake release gear
v. Centrifugal brakes c) Free fall hydraulic
with friction pads d) Automatic – lift
b) Gravity lowering over centre
hydraulic hoisting e) Off load – lift over
centre
Single Drum
a) Gravity lowering / Devices for
Electric hoisting. activating release
i. Holding / Static a) Central release
brakes with friction units.
pads b) Hydrostatic
ii. Centrifugal brakes interlock with
with friction pads. diaphragm
b) Hydraulic lowering and c) Hydrostatic
hoisting. interlock with float
d) Electronic sensors

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ANNEX C (informative) Level 1 technician Stage 2 onshore supervised

workplace experience and assessment exercise criteria

Exercise scenarios must include:

a) intervention pre-brief to include:

i. scope of the intervention;
ii. tooling requirements;
iii. manufacturers technical documentation, bulletins.

b) work, health and safety issues while conducting activities on board, to include:
i. completion of work permits;
ii. identifying and following the relevant risk assessments;
iii. identifying and following the relevant method statements;
iv. a tool box talk;
v. selecting on donning appropriate PPE;
vi. applying company specific Life Saving Rules;
vii. carry out relevant safety checks prior to commencing work.

c) Practical application of relevant rules and regulations, including international

conventions:

d) Practical application of the procedures for thorough examination, operational testing,

repair and overhaul of lifeboat (including free-fall lifeboats), rescue boats and fast rescue
boats, launching appliances and on-load release gear on the equipment identified in Table
1to include the following:
i. the required documents as specified in section 6.1 of Resolution IMO Resolution
MSC.402(96);
ii. annual thorough examination and operational test in accordance with section
6.2 of IMO Resolution MSC.402(96);
iii. one exercise shall include the requirements of the five-year thorough
examination, overhaul and overload operational tests in accordance with IMO
Resolution MSC.402(96) section 6.3.

e) identification and replacement of expired, worn or defective parts, as identified in the

manufacture’s manuals.

f) all reports and checklists shall be completed and signed by the person who carries out
the inspection and maintenance work and countersigned by the company's
representative or the ship's master (simulated).

g) when thorough examination, operational testing, overhaul and repair are completed, a
statement confirming that the lifeboat arrangements remain fit for purpose shall be
issued.

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ANNEX D (informative) Specimen Certificates

Front of certificate

Candidate
Photograph

This is to certify that

«FirstName» «LastName»

Has successfully completed

Initial Service Technician Training

The candidate was assessed component in relation to the

training outcomes of ISO ???? standard
Approved by ………..

Held at
Training establishment name

«CertificateNumber»

Course Date:

Training establishment Training establishment

signatory…………………………. Stamp

Expiry Date:………………………..

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Rear of Certificate

The holder of this certificate has received introductory and

familiarization training only in relation to IMO Resolution MSC
402(96)
Section 8: Paragraph 8.2.1

.1 relevant rules and regulations, including international conventions;

.2 design and construction of lifeboats (including free-fall lifeboats), rescue
boats and fast rescue boats, including on-load release gear and launching
appliances;
.3 causes of lifeboat and rescue boat accidents;
.4 education and practical training in the procedures specified in section 6 for
which certification is sought.
.5 detailed procedures for thorough examination, operational testing, repair and
overhaul of lifeboat (including free-fall lifeboats), rescue boats and fast rescue
boats, launching appliances and on-load release gear, as applicable;
.6 procedures for issuing a report of service and statement of fitness for
purpose based on paragraph 5.3; and
.7 work, health and safety issues while conducting activities on board

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Front of certificate

Candidate
Photograph

This is to certify that

«FirstName» «LastName»

Has successfully completed

Level 1 Service Technician Training

The candidate was assessed component in relation to the

training outcomes of ISO ???? standard
Approved by ……..

Held at
Training establishment name

«CertificateNumber»

Course Date:

Training establishment Training establishment

signatory…………………………. Stamp

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Rear of Certificate

The holder of this certificate has received Level 1 technical training in relation to IMO Resolution
MSC.402(96) Section 8 : Paragraph 8.2.1

.4 education and practical training in the procedures specified in section 6 for

which certification is sought;
.5 detailed procedures for thorough examination, operational testing, repair and
overhaul of lifeboat (including free-fall lifeboats), rescue boats and fast rescue
boats, launching appliances and on-load release gear

This certificate is applicable to the following;

Survival Craft Types Winch Type:

Lifeboat: a) Twin drum;
b) Single drum;
a) without sprinkler and air systems; c) Gravity lowering, electric hoisting;
b) with air systems; d) Gravity lowering hydraulic hoisting;
c) with sprinkler and air system. e) Hydraulic Hoisting and lowering;

Lifeboat:
Release Gear, Type
a) Single Fall;
a) Lifeboat On-Load (lift not over centre);
b) Twin Fall;
b) Lifeboats On-Load (Lift Over Centre);
c) Free Fall.
c) Lifeboat Off-load release (load over
centre);
Lifeboat:
a) Open; d) Freefall hydraulic;
b) Totally Enclose; e) Rescue boats including Fast Rescue
c) Partially Enclose. Boat Offload;
f) Rescue boats including Fast Rescue
Rescue Boats: Boat Automatic;
a) Single Fall Rescue Boat; g) Davit Launched Liferaft Automatic.
b) Fast Rescue Boat.

Survival Craft Propulsion System Types

a) Inboard diesel engines;
b) Outboard Engines;
c) Propeller drives;
d) Jet Drives;

Davit Types:
a) Gravity Single and Twin Fall Outrigger;
b) Hydraulic Pivoting and luffing;
c) Gravity Roller Track;
d) Gravity Free Fall Primary;
e) Free Fall Hydraulic Secondary;
f) A frame Hydraulic;
g) Single Arm Slewing (manual, electric).

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Front of certificate

Candidate
Photograph

This is to certify that

«FirstName» «LastName»

Has successfully completed

Level 2 Infield Competent Service Technician

The candidate was assessed component in relation to ISO

???? standard
Approved by…..

Training establishment name

«CertificateNumber»

Course Date:

Training establishment Training establishment

signatory…………………………. Stamp

Expiry Date:………………………..

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Rear of Certificate

The holder of this certificate has successfully completed the following infield
competence assessment in relation to; IMO Resolution MSC.402(96) Section 8:
Paragraph 8.2.3; and is certified to carry out work as specified in paragraphs 4.2
and 4.3;
Unit summary;
Unit 1: Work, health and safety issues while conducting activities on board
Unit 2: Annual thorough examination and operational test for lifeboats, rescue boats fast rescue boats
their launching appliances and release gear
Unit 3: 5 yearly thorough examination and operational, overhaul and operational overload test for
lifeboats, rescue boats fast rescue boats their launching appliances and release gear

This certificate is applicable to the following;

Survival Craft Types Winch Type:

Lifeboat: f) Twin drum;
g) Single drum;
a) with sprinkler and air system. h) Gravity lowering, electric hoisting;
i) Gravity lowering hydraulic hoisting;
Lifeboat:
a) Single Fall; j) Hydraulic Hoisting and lowering;
b) Twin Fall;
Release Gear, Type
c) Free Fall.
h) Lifeboat On-Load (lift not over centre);
i) Lifeboats On-Load (Lift Over Centre);
Lifeboat:
a) Open; j) Lifeboat Off-load release (load over
b) Totally Enclose; centre);
c) Partially Enclose. k) Freefall hydraulic;
l) Rescue boats including Fast Rescue
Rescue Boats: Boat Offload;
a) Single Fall Rescue Boat; m) Rescue boats including Fast Rescue
b) Fast Rescue Boat. Boat Automatic;
Davit Launched Liferaft Automatic.
Survival Craft Propulsion System Types
e) Inboard diesel engines;
f) Outboard Engines;
g) Propeller drives;
h) Jet Drives;

Davit Types:
h) Gravity Single and Twin Fall Outrigger;
i) Hydraulic Pivoting and luffing;
j) Gravity Roller Track;
k) Gravity Free Fall Primary;
l) Free Fall Hydraulic Secondary;
m) A frame Hydraulic;
n) Single Arm Slewing (manual, electric).

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Bibliography

[1] ISO/IEC 17024:12 Conformity assessment - General requirements for bodies operating
certification of persons

[2] ISO/IEC TS 17027:14 Conformity assessment – Vocabulary related to competence of

persons used for certification of persons

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