Professional Documents
Culture Documents
Part-3
Part-3
ISO/PAS 23678-3:2019
ISO TC 8/SC1/WG1
PUBLIC
Secretariat: ANSI
AVAILABLE
SPECIFICATION
First Edition
2019-03-20
Part 3:
Level 1 Technical - Training Standard
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 2018
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this
publication may be reproduced or utilized otherwise in any form or by any means, electronic or mechanical,
including photocopying, or posting on the internet or an intranet, without prior written permission. Permission
can be requested from either ISO at the address below or ISO’s member body in the country of the requester.
Published in Switzerland
9.2 Candidate pre-requisites for Level 1 Service Technician, Stage 2 Onshore supervised workplace
experience and assessment: 31
9.3 Aims and objectives of Level 1 Service Technician, Stage 2 Onshore supervised workplace
experience and assessment: 31
10.Learning Outcomes Level 1 Service Technician Stage 2 Onshore supervised workplace
experience and assessment 32
11.0 Duration and timing of Level 1 technician, Stage 2 onshore supervised workplace
experience and assessment 33
11.1 Contact time 33
ANNEX A (informative) Table 1 – Exercise assessment system type breakdown 34
ANNEX B (informative) Assessment Checklist Level 1 Service Technician Stage 1 Onshore
supervised workplace experience and assessment: 35
ANNEX C (informative) Assessment Checklist Level 1 Technician Stage 2 Onshore
supervised workplace experience and assessment: 52
Bibliography 55
Foreword
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/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.
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.
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";
ISO Service Technician Parts 1, 2, 3 and 4 standards 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.
ISO service technician training standards have 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.
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 that is classroom education. The training programme focuses on introducing individuals
to the complex terminology, rules and regulations, organisations, health and safety which a
Service Technician will need to understand 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 Infield Competence; describes the requirements for initial infield and ongoing
competence assessments.
Note:
Parts 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.
1 Scope
This standard establishes a uniform, safe and consistent approach to the technical training of
personnel for the 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 specifies the level 1 controlled environment education and technical
training for personnel certified by [a manufacturer 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.
Stage 1 has five modules that are comprised of classroom-based theory followed by practical
sessions. The five modules encompass the scope and range of technical knowledge and skills
required to assume type specific design coverage of survival craft, release systems, davits and
winches. The modules focus on meeting the requirements in part of IMO Resolution MSC.402(96),
sections, paragraphs; 8.1, 8.2,1; 4,5,6, 8.2.2 and 8.2.3
Candidates will undertake a minimum of four supervised scenarios based practical exercises
assessments covering the range of type specific complete systems they will be certified for.
The standards should not be used in isolation of each other; they should be viewed as a suite. This
training standard specifies the training requirements for Level 1 Service technician, stage 1 and
2 training only.
This International Standard is applicable to lifeboats (including free-fall lifeboats), rescue boats
(including fast rescue boats), launching appliances and release gear.
a) single fall totally enclosed lifeboats with sprinkler and air systems;
b) twin fall totally enclosed lifeboats with sprinkler and air systems;
d) tender lifeboats;
e) freefall lifeboats;
f) open lifeboat;
b) outboard engines;
c) propeller drives;
d) jet drives;
Davit Types:
d) telescopic;
h) a frame hydraulic;
Winch Types:
a) twin drum;
b) single drum;
c) off load;
d) freefall hydraulic;
e) automatic.
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 23678-1: 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
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.
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
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
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.
This programme is designed to meet the technical controlled environment training and
assessment requirements for all prospective Service Technicians. The Level 1 Service Technician
training standard explains how competence shall be assessed and certificated.
4.3 Aims and objectives of Level 1 service technician technical stage 1 training
4.3.1 Aim
This programme is designed for individuals who have completed Initial Service Technician
training and need to gain the technical theoretical and practical knowledge to enable them to
carry out maintenance thorough examination, operational testing, repair and overhaul of
lifeboats (including free-fall lifeboats), rescue boats (including fast rescue boats), launching
appliances and on-load release gear under supervision.
b) ensure candidates can identify interpret and apply to their role key legislation, industry
guidelines, rules, regulations and conventions.
c) ensure candidates have the required technical underpinning knowledge and practical
skills to carry out maintenance thorough examination, operational testing, repair and
overhaul of lifeboats (including free-fall lifeboats), rescue boats (including fast rescue
boats), launching appliances and on-load release gear, as applicable.
e) ensure candidates can demonstrate in their working environment basic safety and
awareness.
The learning outcomes for Level 1 Service Technician training are specified below, during the
training programme, candidates will be required to demonstrate they have the skills and
understanding required to be deemed competent in relation to the training outcomes.
5.2.1. Module 1 Work, health and safety issues while conduction activities on board.
To successfully complete the Service Technician Level 1 Stage 1 training programme, candidates
must be able to:
1. explain the people that need to be informed and the documentation that needs to be
checked, verified and completed before commencing work;
2. explain the safety checks that need to be considered before commencing work on
lifeboats (including free fall lifeboats), rescue boats (including fast rescue boats),
launching appliances and release gear;
3. explain specialised equipment requirements including PPE;
4. explain the documents that need to be consulted, interpreted applied and completed to
inspect, maintain, thoroughly examine, operationally test, overhaul and repair lifeboats
(including free fall lifeboats), rescue boats (including fast rescue boats), launching
appliances and release gear.
To successfully complete the Level 1 Training Programme, candidates must be able to:
5. identify and explain the function of the individual components related to lifeboats
(including free fall lifeboats), rescue boats (including fast rescue boats);
6. identify and explain the specific lubricant requirements for lifeboats (including free fall
lifeboats) and rescue boats (including fast rescue boats);
7. explain the specific procedures that apply to the inspection, maintenance, thorough
examination, operational testing, overhaul and repair of lifeboats (including free fall
lifeboats), rescue boats (including fast rescue boat) as specified in IMO Resolution
MSC.402(96) section 6.2.3.
To successfully complete the Level 1 Training Programme, candidates must be able to:
8. explain the specific design and construction features of distinct various makes and types
of release gear;
9. identify and explain the function of the individual components, that make up the distinct
designs associated with specific makes and types of release gear;
10. explain the common faults that can occur and potential solutions to resolve them in
relation to the distinct designs associated with specific makes and types of release gear;
11. identify and explain the generic maintenance and examination criteria in relation to
release gear;
12. identify and explain the specific procedures to carry out; maintenance thorough
examination, operational testing, repair and overhaul, in relation to the distinct designs
associated with specific makes and types of release gear found in lifeboats (including free-
fall lifeboats), rescue boats (including fast rescue boats).
To successfully complete the Level 1 Training Programme, candidates must be able to:
To successfully complete the Level 1 Training Programme, candidates must be able to:
18. explain the specific design and construction features of the various specific makes and
types of winches;
19. explain the common faults that can occur and potential solutions to resolve them in
relation to the specific designs of winches;
20. identify and explain the function of specific individual components associated with specific
makes and types of winches used to launch lifeboats (including free-fall lifeboats), rescue
boats (including fast rescue boats) and davit launched liferafts;
21. identify and explain the specific procedures to carry out; maintenance thorough
examination, operational testing, repair and overhaul, in relation to the distinct designs
associated with specific makes and types of winches used to launch lifeboats (including
free-fall lifeboats), rescue boats (including fast rescue boats);
22. explain the construction of wire ropes;
23. explain the specific procedures that apply to the inspection, maintenance, thorough
examination, exchange and discard of wire ropes.
5.3.1 Module 1 Work, health and safety issues while conduction activities on-board
To successfully complete the Level 1 Training Programme, candidates must be able demonstrate:
1. the safety checks that need completing prior to commencing work on lifeboats (including
free fall lifeboats) rescue boats (including fast rescue boats), launching appliances and
release gear;
2. how to interpret and apply the relevant documentation for the maintenance, thorough
examination, operational testing, overhaul and repair of lifeboats (including freefall
lifeboats) rescue boats (including fast rescue boats), launching appliances and release gear;
3. how to complete checklists and compile reports;
4. how to carry out the required safety checks and attach maintenance / hanging off pendants
and secondary safety devices.
To successfully complete the Level 1 Training Programme, candidates must be able demonstrate;
how to maintain, thoroughly examine, check for satisfactory condition and operation specific
makes and types of survival craft (see annex a Table 1) in accordance with the requirements IMO
Resolution MSC.402(96) 6.2.3 and the manufactures technical documentation to include the
following:
21. how to correctly operate release gear for lifeboats (including free-fall lifeboats), rescue
boats (including fast rescue boats) and davit launched liferafts.
22. the ability to use specialized tooling and apply the correct lubricants to the applicable
components.
37. how to dismantle and re-assemble specific makes and types of hook assemblies with
fastening / locking devices with flat to flat cams, curve to curve cams, curve to flat cams,
up and down pins, amplification arms, intermediary hooks and arresting levers;
38. how to dismantle and re-assemble specific makes and types of central release units;
39. how to dismantle and re-assemble specific makes and types of hydrostatic units;
40. carry out examinations with regards to tolerances and design requirements of specific
makes and types of release gear as specified by the manufacturer;
41. how to adjust specific makes and types of release gear systems after assembly to operate
correctly;
42. how to identify and rectify the faults that can occur related to specific makes and types of
release gear;
43. how to replace service exchange release gear;
44. how to examine vital parts with regards to defects and cracks;
45. how to carry out the 5-yearly overload operational test of davit-launched lifeboats and
rescue boats using a simulated load.
5.3.4.1 To successfully complete the Level 1 Training Programme, candidates must be able
to demonstrate how to; overhaul, thoroughly examine and check for satisfactory condition
and operation specific makes and types of davits (see annex A Table 1) in accordance with of
IMO Resolution MSC.402(96) section 6.2.9 .1 to .4 and the manufacturers technical
documentation, to include:
46. how to carry out the necessary safety checks prior to approaching davits;
47. safely operate specific makes and types of davits;
48. davit or other launching structures, with regards to corrosion, misalignments,
deformation and excessive free play;
49. sheaves, rollers, floating blocks for wear, corrosion and excessive free play;
50. fall wires for kinks, damage, corrosion and lubrication;
51. the function of limit switches;
52. mechanical restraints;
53. hydraulic systems;
54. stored power systems;
55. electrical systems.
Candidates attending Level 1 Service Technician Technical Stage 1 training will be given a
series of explanations and demonstrations that will identify what they are expected to know
and do. This will be followed by practical exercises that will allow them to demonstrate their
knowledge and understanding of the course content. Assessment of the candidates’
performance will be against the stated training outcomes. Candidates shall have a 100%
course attendance of the recommended contact time.
a) continuous assessment;
6.2.1 The purpose of the continuous assessment is to ensure candidates are acquiring the
necessary skills, knowledge and understanding of the subject matter being covered. This will
be achieved by direct observation of practical work and oral / written questioning.
Certification bodies shall ensure they have procedures within their quality management
system to deal with absence and demonstration of competence.
6.2.2. Any candidate failing to meet the expected outcomes as the course progresses can be
given additional training, however, it should be clear that time to do this within the contact
time is limited and the candidate would have to show, thorough repeating tests & practice
sessions, that they have bridged the gap in their knowledge and understanding and can
demonstrate competence. Certification bodies shall ensure they have procedures within their
quality management system to deal with absence and demonstration of competence.
6.3.1 The final assessment will be conducted by an assessor who can also be involved in the
delivery of the training programme. It will take the form of direct observation. Documentary
evidence for the continuous assessment will be provided for the final assessment.
6.3.2 If a candidate is deemed “Not Yet Competent” (NYC), in the opinion of the
trainer/assessor after reasonable tuition and is unable to meet the learning outcomes of any
individual module, only the training outcomes that the candidate has not been able to achieve
competence will need to be repeated.
Note 1 All candidate assessment forms and test documentation will be retained for audit
purposes.
The optimum recommended 'contact time' for the complete training programme is [160
hours]. Contact time includes instruction and assessment activities Contact time does not
include course administration, lunch and refreshment breaks.
7.1.1 The optimum recommended contact time for the individual modules are as follows:
b) module 2 – 40 hrs.;
c) module 3 – 40 hrs.;
d) module 4 - 40 hrs.;
e) module 5 – 40 hrs.
7.1.1.3 The modules can be delivered individually if necessary, if the course modules are
delivered individually the training programme shall be completed in full, within 18 months of
commencement of the first module.
If the modules are not completed within the 18 months period, the training programme shall
be undertaken again.
The training programme is designed to help candidates achieve the stated learning outcomes
specified in section 4.4. To make efficient use of time and ensure effective learning, there
should, wherever practicable, be an integration of the three phases of explanation,
demonstration and practise. Full use should be made of, visual aids and course handout
material and training equipment.
Candidates shall be issued with course notes relevant to the Level 1 Service Technician, Stage
1 Technical training. These notes will be suitable for use as a reference manual during the
course.
All training shall be carried out in accordance with the requirements of the applicable sections
of IMO Resolution MSC.402(96) and manufacturers technical documentation.
Prior to the start of each module, the following shall be included as part of the introduction by
training staff:
(b) learning outcomes - what the candidates are expected to learn and how the learning
outcomes will be achieved;
(d) assessment – how candidates will be assessed and what they will be assessed against;
(e) staff - who will be delivering the training and carrying out the assessments and the roles
of training and support staff.
The Level 1 Service Technician, Stage 1 technical training programme is comprised of the
following modules and elements:
8.2.1 Module 1 – Work, health and safety issues while conduction activities on board:
a) element 3.1 specific rules and regulations requirements relating to release gear;
d) element 5.4 five-year thorough examination, overhaul and overload operational test
of winches.
8.3 Module 1 – Work, health and safety issues while conducting activities on
board
8.3.1.1 Training staff shall give an overview regarding the people that need to be interfaced
with in relation to the scope of the intervention to include:
a) intervention brief;
8.3.1.2 Training staff shall explain the documents that need to be checked, verified,
interpreted and completed during interventions to include the following:
b) The documents that need to be verified, consulted, interpreted and applied to inspect,
maintain, thoroughly examine, operationally test, overhaul and repair lifeboat (including
free fall lifeboats) rescue boats (including fast rescue boats), launching appliances and
release gear;
i. records of inspections and routine on-board maintenance carried out by the ship’s
crew, checklists for the weekly / monthly inspections required by solas regulations
iii/20.6 and iii / 20.7;
ii. risk assessments;
iii. method statements;
iv. manufactures technical documentation;
v. company procedures;
vi. rules and regulations;
vii. equipment certification;
8.3.2.1 Training staff shall explain the safety checks that need to be carried out prior to
commencing work t to include:
c) the importance of establishing the crew’s competency in relation to turning out of the
lifeboat.
8.3.2.2 Training staff shall explain; the equipment that needs removing and attaching prior
to commencing work to include:
a) removing;
i. gripe wire;
ii. bowsing in tackle;
iii. harbour pins;
b) attaching;
i. maintenance pendants;
ii. secondary safety devices;
iii. tricing pendants.
8.4.1.1 Training staff shall explain the design, construction and function of the individual
components that are found in a range of specific makes and types of lifeboats (including free-fall
lifeboat), rescue boats (including fast rescue boats) (see Annex A Table 1).
8.4.1.2 Training staff shall ensure the practical sessions shall include the required work health
and safety procedures candidates must follow.
8.4.1.3 Training staff shall explain and demonstrate, then allow candidates to practice; how to
maintain, thoroughly examine, check for satisfactory condition and operation, in accordance
with the requirements of IMO Resolution MSC.402(96)) section 6.2.3 and include the following:
a) Hull;
i. keel shoe;
ii. counter plate;
d) inboard engines;
e) propulsion systems;
i. couplings;
ii. shafts;
iii. stern tube;
iv. propeller;
v. bearings;
f) maneuvering system;
i. control cables;
ii. rudder, pintles and skegs;
g) power supply;
h) bailing system;
8.4.2.1 Training staff shall explain and demonstrate, then allow candidates to practice; how to
maintain thoroughly examine, overhaul check for satisfactory condition and operation, specific
makes and types of lifeboats (see Table 1 Annex A) to include the following:
b) sprinkler systems;
i. pumps;
ii. belts;
iii. valves;
iv. pipe work;
v. sea water intake;
c) air supply;
i. cylinders;
ii. hoses, connections, fittings;
iii. valves and regulators;
iv. gauges;
v. security;
8.4.3.1 Training staff shall explain and demonstrate, then allow candidates to practice; how to
maintain thoroughly examine, overhaul check for satisfactory condition and operation, in
accordance with the manufactures technical documentation relating to specific makes and types
of rescue boats (including fast rescue boats) (see Table 1 Annex A) to include the following;
c) inflatable sponsons;
e) outboard engines;
i. fuel systems;
ii. gauges;
iii. controls;
iv. cooling system;
v. gear box;
vi. filters;
vii. charging systems;
viii. electrical systems;
f) propulsion systems;
g) righting systems;
i. a frame;
ii. righting bag;
iii. cylinders, hoses, connections, fittings;
iv. inflation system.
8.5.1 Element 3.1 Specific rules and regulations requirements relating to release gear
8.5.1.1 Training staff shall explain the procedures for inspection, maintenance, thorough
examination operational testing overhaul and repair of release gear in accordance with the
manufacturers technical documentation to include the following:
b) IMO Resolution MSC.402(96) sections 6.2.4, 6.2.5, 6.2.6, 6.2.7, 6.2.8, 6.3.3.
8.5.2 Element 3.2 Release gear specialised tooling and lubricant requirements
8.5.2.1 Training staff shall identify the tooling and lubricant requirements to carry out
inspection, maintenance, thorough examination operational testing overhaul and repair of
release gear in accordance with manufacturers technical documentation to include the
following;
b) specialised tools;
d) specific lubricants.
8.5.3.1 Training staff shall give an overview of the various types of cables used to operate
release gear to include:
a) types;
b) stroke;
d) routing;
e) maintenance requirements.
8.5.4.1 Training staff shall explain the design, construction and function of the
individual components that are found in a range of specific types of, release gear (see Annex
A Table 1) in accordance with manufacturers technical documentation to include:
a) hook assemblies;
c) hydrostatic units.
8.5.5 Element 3.6 Annual thorough examination and operational test of release gear.
Training staff shall explain, demonstrate then allow candidates to practice the visual
examinations to evaluate the satisfactory condition and operation of the individual
components that make up specific types of release gear (see Annex A Table 1)to include the
following;
a) wear;
b) corrosion;
c) damage;
d) freedom of movement;
e) alignment;
f) deformation.
Training staff shall explain the specific tolerances, measurements and free play in relation to
the applicable individual components that are found in a range of specific types of release gear
(see Annex A Table 1) in accordance with manufacturers technical documentation.
Training staff shall demonstrate then allow candidates to practise how to thoroughly examine,
verify measurements and tolerances, clean and lubricate (where required) a range of specific
types of release gear (see Annex A Table 1) in accordance with manufacturers technical
documentation. As minimum but not limited to the following components;
a) moveable hook;
i. fulcrum pins;
ii. bushes;
iii. locking pins;
b) hook body.
d) legs;
i. keel shoes;
ii. keel pins;
g) trouble shooting.
Training staff shall demonstrate then allow candidates to practice how to thoroughly examine,
clean, lubricate, verify measurements and tolerances, (where required) to a range of devices
for activating release (see Annex Table 1) in accordance with manufacturers technical
documentation. As minimum but not limited to the following components:
d) operating quadrants;
e) locking pins;
f) hydrostatic overrides;
i. hydraulic systems;
i. primary means of release;
ii. secondary emergency means of release;
j. trouble shooting.
Training staff shall demonstrate then allow candidates to practise how to carry out the annual
operational function test on a range of release gear types (see Annex A Table 1) in accordance
with manufacturers technical documentation to include but not limited to the following:
a) on-load release gear; the use of appropriate test equipment to simulate the lifeboat,
rescue boat, fast rescue boat in the light condition as specified by IMO Resolution
MSC.402(96) 6.2.5 and 6.2.7 to include;
i. procedures;
ii. safety considerations;
iii. load calculations.
a) offload release gear operational function test as specified by IMO Resolution
MSC.402(96) 6.2.6;
b) automatic release hook function test as specified by IMO Resolution MSC.402(96) 6.2.8
to include;
i. operational test of offload release function;
c) free-fall hydraulic release gear operational function test as specified by IMO Resolution
MSC.402(96) 6.2.7;
d) examination of release gear and hook fastenings to ensure that the hook is completely
reset, and no damage has occurred.
8.5.7.1 Training staff shall demonstrate then allow candidates to practise how to dismantle
and reassemble, clean and lubricate, thoroughly examine, overhaul, verify measurements and
tolerances against design requirements for a range of release gear (see Annex A Table 1). As
minimum to include but not limited to the components listed in 8.5.5.3 and 8.5.5.4.
8.5.7.2 Training staff shall demonstrate then allow candidates to practise how to adjust
release gear systems after assembly to operate correctly to include the following
b) trouble shooting.
8.5.7.3 Training staff shall demonstrate then allow candidates to practise how to carry out
the 5-year overload test of release gear (see Annex A Table 1) with a load equal to 1.1 times
the weight of the survival craft and its full complement of persons and equipment to include;
a) on-load release gear; the use of appropriate test equipment to simulate the operational
tests as stated in IMO Resolution MSC.402(96) paragraphs 6.2.5, as applicable, but with a
load equal to 1.1 times the weight of the survival craft or rescue boat and its full
complement of persons and equipment;
i. procedures;
ii. load calculations;
iii. safety considerations.
b) offload release gear; carry out the operational test as stated in IMO Resolution
MSC.402(96) paragraphs 6.2.6.
c) free fall hydraulic; carry out the operational test as stated in IMO Resolution MSC.402(96)
paragraphs 6.2.7
d) automatic; carry out the operational test as stated in IMO Resolution MSC.402(96)
paragraphs 6.2.8
8.6.1 Element 4.1 Specific rules and regulations requirements relating to davits
8.6.1.1 Training staff shall explain the procedures in accordance with manufacturers
technical documentation for inspection, maintenance, thorough examination operational
testing overhaul and repair of davits to include the following:
8.6.2.1 Training staff shall explain the design, construction and function of components that
are found in the range of specific types of, davits (see Annex A Table 1). As minimum to
include but not limited to the following:
a) foundations;
b) structure;
c) arms;
d) gearing;
e) hydraulic systems;
g) electrical systems;
8.6.3 Element 4.3 Annual thorough examination and operational test of davits
8.6.3.1 Training staff shall explain demonstrate then allow candidates to practise how to safely
operate a range of davits to carry out a function test (see Annex A Table 1) in accordance with
manufacturers technical documentation.
8.6.3.2 Training staff shall explain, demonstrate then allow candidates to practise how to
carry out the annual though examination for a range of specific types of davits (see Annex A
Table 1) to confirm the davit operates correctly and is in a satisfactory condition, in
accordance with manufacturers technical documentation. The examination shall include
visual and physical examinations as applicable to evaluate corrosion, misalignments,
deformation, cracks, wear and excessive free play. Routine maintenance requirements shall
also be carried out. As minimum to include but not limited to the following:
a) foundation bolts;
b) structure;
i. frames;
ii. pedestals / columns;
iii. tracks;
iv. ramps;
c) arms;
i. rollers;
ii. sheaves;
iii. hydraulic rams;
iv. luffing cylinders;
v. pivots;
d) gearing;
i. slewing gears;
ii. worm gears;
e) fall wires;
i. floating blocks;
ii. master links;
iii. turnbuckles;
iv. shackles;
h) electrical systems;
i. starter box;
ii. limit switches;
iii. wiring;
iv. motors;
i) mechanical restraints;
i. gripes wires;
j) remote controls.
8.7.1 Element 5.1 Specific rules and regulations requirements relating to winches
8.7.1.1 Training staff shall explain the procedures for inspection, maintenance, thorough
examination operational testing overhaul and repair of winches in accordance with
manufacturers technical documentation, to include:
8.5.4.1 Training staff shall explain the design, construction and function of the individual
components that are found in a range of specific types of, winches (see Annex A Table 1). to
include:
a) braking systems;
c) gearing;
d) electrical systems;
e) hydraulic systems.
8.7.3 Element 5.3 Annual thorough examination and operational test of winches
Training staff shall explain the specific tolerances, measurements and free play in relation to
the applicable individual components that are found in a range of specific types of winches
(see Annex A Table 1).
Training staff shall explain, demonstrate, then allow candidates to practise how to carry out
the annual thorough examination for a range of specific types of winches (see Annex A Table
1) to confirm the winch operates correctly and is in a satisfactory condition. The examination
shall include visual and physical examinations as applicable to evaluate corrosion,
misalignments, deformation, cracks, wear and excessive free play. Routine maintenance
requirements shall also be carried out and as a minimum, include the following:
a) tooling requirements;
h) clutches;
i. overrunning;
ii. freewheel;
iii. sprags;
i) gearing;
i. spur and pinions;
ii. reduction gearing;
iii. planetary gearing;
iv. chains;
l) hydraulic systems;
i. accumulators;
ii. hoses;
iii. fixtures and fittings;
m) trouble shooting.
Training staff shall explain demonstrate then allow candidates to practise how to safely
operate a specific range of winches(see Annex A Table 1) and carry out the annual function
test using the following methods and configuration of load:
c) annual operational test as stated in IMO Resolution MSC.402(96) 6.2.10 with using an
equivalent load mass to a survival craft:
d) following the tests, the stressed structural parts shall be respected where the structure
permits the re-inspection.
Training staff shall demonstrate then allow candidates to practise how to dismantle and
reassemble specific applicable components, to thoroughly examine, overhaul, verify
measurements and tolerances against design requirements, clean lubricate and replace parts
(where required) for a range of winches (see Annex A Table 1). As minimum to include but
not limited to the applicable components listed in 8.7.3.2.
8.4.7.2 Overhaul
Training staff shall demonstrate then allow candidates to practice how to carry out the
overhaul requirements for a specific range of winches (see annex A Table 1) to include but not
limited to:
a) wire rope;
i. twin fall;
ii. single fall;
b) Clutch;
c) brake pads;
d) lubricants.
Training staff shall explain, demonstrate, then allow candidates to practice how to safely
operate and carry out the 5-year overload test on a specific range winches (see annex A Table 1)
by the following method and load configuration;
a) the five-year operational test of the winches of the launching appliances shall be
carried out as stated in IMO Resolution MSC.402(96) paragraphs 6.3.1;
b) following these tests, the stressed structural parts shall be respected where the structure
permits the re-inspection.
The purpose of the Level 1 Service Technician, Stage 2 Onshore supervised workplace
experience and assessment is to carry out holistic assessments on a complete system that
encompasses the knowledge and skills candidates will have obtained throughout the Initial
and Level 1 technical stage 1 training.
The Level 1 Service Technician, Stage 2 Onshore supervised workplace experience and
assessment is designed to meet the training and assessment requirements of IMO Resolution
MSC.402(96) Sections 8.2.1.4, 5, 6, and 7. This will be achieved by scenario-based exercises
that will allow the candidates to be assessed in a simulated work environment under
controlled conditions. Successful candidates will be awarded a Level 1 certificate.
9.3.1 Aim
To give candidates the opportunity to demonstrate competence by carrying out annual and 5
yearly interventions on complete system
9.3.2 Objectives:
2. ensure candidates can identify interpret and apply to their role key legislation, industry
guidelines, rules, regulations and conventions;
3. ensure candidates can identify, interpret and apply to their role the procedures for
maintenance thorough examination, operational testing, repair and overhaul on a range
of lifeboats (including free-fall lifeboats), rescue boats (including fast rescue boats),
launching appliances and on-load release gear;
4. ensure candidates have the required underpinning knowledge and practical skills to
carry out maintenance thorough examination, operational testing, repair and overhaul
on a range of lifeboats (including free-fall lifeboats), rescue boats (including fast rescue
boats), launching appliances and on-load release gear;
5. ensure candidates can write reports and complete associated documentation;
6. ensure candidates can demonstrate in their working environment basic safety and
awareness.
10.1 General
The learning outcomes for Level 1 Service Technician Stage, 2 Onshore supervised workplace
experience and assessment Service technician exercise scenarios are specified below.
During the scenario exercises, the candidates will be required to demonstrate their skills and
understanding in key areas.
1. the ability to liaise and brief the appropriate persons in relation to the scope of work;
2. the ability to identify, verify, interpret and apply the documents required to carry out
maintenance thorough examination, operational testing, repair and overhaul of
lifeboat (including free-fall lifeboats), rescue boats (including fast rescue boats),
launching appliances and on-load release gear, as applicable;
3. how to interpret technical documentation developed by the manufactures and apply
the information to their role.
4. how to carry out an annual thorough examination and operational test for a complete
system that includes; outrigger davit with a gravity lowering electric hoisting winch,
totally enclosed lifeboat with a sprinkler and air system, and on-load release gear;
5. how to carry out an annual thorough examination and operational test for a complete
system that includes; roller or pivoting or luffing davit with a gravity lowering electric
hoisting winch, open or partially enclosed lifeboat with offload release gear;
6. how to carry out an annual thorough examination and operational test of a free fall “a”
frame davit with a hydraulic hoisting and lowering winch;
7. how to carry out an annual thorough examination and operational test of a complete
system that includes a “a” frame or single arm slewing davit with a gravity lowering
electric hoisting winch, fast rescue boat with inflating self-righting system;
8. how to carry out a five-year thorough examination, overhaul and overload operational
test on a complete system;
9. demonstrate in their working environment basic safety and awareness;
10. the ability to write accurate reports and complete associated documentation in order
to issue a statement of fitness for purpose based on 5.3 of resolution 402 (96).
The optimum recommended 'contact time' for the assessments is 20 hrs. Contact time does
not include course administration, lunch and refreshment breaks.
Survival craft types, Davits types Winch types Release Gear types
Lifeboat a)
Fixed outrigger Twin drum Hook Assemblies
a) with sprinkler b)
Free fall ramp a) Gravity lowering / a) Off load / On load – lift
and air system c)
Free fall A/frame electric hoisting not over centre release
d)
Roller track i. Holding / static gear
Lifeboat
gravity brakes with friction i. Flat to flat rotating
a) Single Fall or e) Hydraulic / luffing pads cams
b) Twin Fall or gravity lowering ii. Holding / static ii. Forward or reverse
c) Free Fall. f) Single arm slewing brakes with curve to curve
mechanically rotating cams
Lifeboat operated multiple iii. Curve to flat rotating
a) Open or; disks. cams
b) Partially
iii. Holding / static iv. Up and down pins
Enclosed.
brakes, multiple b) On load / Off load – lift
Rescue Boats disks, hydraulically over centre release
a) Single Fall Rescue operated gear
Boat or; iv. Hydraulic pump c) Free fall hydraulic
b) Fast Rescue Boat lowering brake d) Automatic – lift over
v. Centrifugal brakes centre
with friction pads e) Off load – lift over
b) Gravity lowering centre
hydraulic hoisting
Devices for activating
Single Drum release
a. Gravity lowering / a) Central release units.
Electric hoisting. b) Hydrostatic interlock
i. Holding / Static with diaphragm
brakes with c) Hydrostatic interlock
friction pads with float
ii. Centrifugal brakes d) Electronic sensors
with friction pads.
b. Hydraulic lowering
and hoisting.
CANDIDATE NAME:
COMPANY NAME:
START DATE: END DATE:
Module 1 Work, health and safety issues while conduction activities Assessment results
on board
ASSESSMENT CRITERIA On completion of this training, the candidate Check Mark Evidence
should be able to explain: Initials source*
1 Explain the people that need to be informed and the documentation VQ /WT
that need to be checked, verified and completed before commencing
work.
2 Explain the safety checks that need to be considered before VQ /WT
commencing work on lifeboat (including free fall lifeboats) rescue
and fast rescue boats, launching appliances and release gear.
3 Explain specialised equipment requirements including PPE. VQ /WT
Module 3
14 The common faults that can occur and potential solutions to VQ /WT
resolve them in relation to the specific designs of davits.
Module 5 – Winches
Make; Twin Drum, Single Drum
Type; Gravity lowering, electric hoisting such as; SSI 5000, 2800,14000, Palfinger W Assessment results
Series, BE Series, Zhenjiang Marine DP Series,
Gravity lowering hydraulic hoisting
Hydraulic hoisting and lowering
ASSESSMENT On completion of this training, the candidate should be able to Check Evidence
CRITERIA explain: Mark source*
Initials
18 Explain the specific design and construction features of the various common VQ/WT
makes and types of winches /O
19 The common faults that can occur and potential solutions to resolve them in VQ /WT
relation to the specific designs of winches.
22 Identify and explain the specific procedures to carry out; maintenance VQ /WT
thorough examination, operational testing, repair and overhaul, in relation
to the distinct designs associated with specific makes and types of winches
used to launch lifeboats (including free-fall lifeboats), rescue and fast rescue
boats.
22 The construction of wire ropes. VQ /WT
23 The specific procedures that apply to the inspection, maintenance, thorough VQ /WT
examination, exchange and discard of wire ropes.
Module 5
Module 1 Work, health and safety issues while conduction activities Assessment results
on board
ASSESSMENT CRITERIA On completion of this training, the candidate Check Mark Evidence
should be able to demonstrate: Initials source*
1 The safety checks that need completing prior to commencing work on O / VQ
lifeboats (including free fall lifeboats) rescue and fast rescue boats,
launching appliances and release gear
2 How to interpret and apply the relevant documentation for the O /VQ
maintenance, thorough examination, operational testing, overhaul and
repair of lifeboats (including freefall lifeboats) rescue boats (including
fast rescue boat), launching appliances and release gear.
3 How to complete manufacturers checklist and compile reports O / V.Q
4 How to carry out the required safety checks and attach maintenance / O / VQ
hanging off pendants, secondary safety and fall prevention devices.
*Source of evidence: O = Observation S = Simulation VQ = Verbal Questioning WT = Written questions
√ = COMPETENT IN RELEVANT CRITERIA
O = NOT YET COMPETENT IN RELEVANT CRITERIA. This may be overwritten with a √ if the candidate/s,
following additional training, subsequently become competent in that particular criteria
Module 1
The above-named person was assessed against the range indicated in accordance with the assessment
criteria and is considered Competent / Not yet Competent for Module 1 Level 1 Service Technician stage 1
technical training
Assessor Name: Assessor Signature: Date:
ASSESSMENT CRITERIA On completion of this training, the candidate Check Mark Evidence
should be able to demonstrate: Initials source*
How to maintain, thoroughly examine, check for satisfactory condition and operation in accordance with
the requirements IMO Resolution MSC.402(96) 6.2.3 and the manufactures technical documentation
8 Outboard Engines O / VQ
11 Exhaust system O / VQ
15 Manoeuvring system. O / VQ
16 Power Supply. O / VQ
17 Bailing system. O / VQ
Module 2 Practical
The above-named person was assessed against the range indicated in accordance with the assessment
criteria and is considered Competent / Not yet Competent for Module 2 Level 1 ASP Service Technician
stage 1 technical training
Assessor Name: Assessor Signature: Date:
Overhaul thoroughly examine and check for satisfactory condition and operation specific makes and
types of release systems in accordance with of IMO Resolution MSC.402(96) section 6.3.3 and the
manufacturers technical documentation as a minimum to include;
O / VQ
44 Examine vital parts with regards to defects and cracks
Module 3 Practical
The above-named person was assessed against the range indicated in accordance with the assessment
criteria and is considered Competent / Not yet Competent for Module 4 Level 1 Service Technician stage
1 technical training
Assessor Name: Assessor Signature: Date:
Module 4 – Davits
Make: Twin Fall & Single Fall Assessment results
Type Fixed Outrigger, Gravity Roller Track, Hydraulic Pivoting / Luffing,
Single Arm Slewing, Telescopic, A frame, Free Fall
ASSESSMENT CRITERIA On completion of this training, the candidate Check Mark Evidence
should be able to demonstrate: Initials source*
46 How to carry out the necessary safety checks prior to approaching O / VQ
Davits.
How to thoroughly examine and check for satisfactory condition and operation specific makes and
types of davits in accordance with IMO Resolution MSC.402(96) section 6.2.9 .1 to .4 and the
manufacturers technical documentation as a minimum to include;
53 Hydraulic systems O / VQ
55 Electrical systems O / VQ
Module 4 Practical
The above-named person was assessed against the range indicated in accordance with the assessment
criteria and is considered Competent / Not yet Competent for Module 4 Level 1 Service Technician stage
1 technical training
Assessor Name: Assessor Signature: Date:
Module 5 – Winches
Make; Twin Drum, Single Drum
Type; Gravity lowering, electric hoisting such as; SSI 5000, 2800,14000, Assessment results
Palfinger W Series, BE Series, Zhenjiang Marine DP Series,
Gravity lowering hydraulic hoisting
Hydraulic Hoisting and lowering
ASSESSMENT CRITERIA On completion of this training, the candidate Check Mark Evidence
should be able to demonstrate: Initials source*
How to thoroughly examine maintain overhaul and check for satisfactory condition and operation in
accordance with IMO Resolution MSC.402(96) section 6.2.9 .1 to .4 and the manufacturers technical
documentation as a minimum to include;
56 Winch foundations O / VQ
59 Lubricants O / VQ
67 Hydraulic systems O / VQ
Module 5 Practical
The above-named person was assessed against the range indicated in accordance with the assessment
criteria and is considered Competent / Not yet Competent for Module 5 Level 1 Service Technician stage
1 technical training
Assessor Name: Assessor Signature: Date:
57 58
59 60
61 62
63 64
65 66
67 68
69 70
The above-named person was assessed against the range indicated in accordance with the
assessment criteria and is considered Competent / Not yet Competent Level 1 Service Technician
stage 1 technical training
Assessor Name: Assessor Signature: Date:
The above-named person was assessed against the range indicated in accordance with the assessment criteria
and is considered Competent / Not yet Competent for Level 1 ASP Service Technician stage 2 technical
training
Assessor Name: Assessor Signature: Date:
Bibliography
[1] ISO/IEC 17024:12 Conformity assessment - General requirements for bodies operating
certification of persons