ISO 23678-4:2022

Ships and marine technology — Service personnel for the maintenance, thorough examination, operational testing, overhaul and repair of lifeboats and rescue boats, launching appliances and release gear — Part 4: Level 2 in-field competence

This document establishes a uniform, safe and consistent approach to the in-field competence assessment of personnel for the maintenance, thorough examination, operational testing, overhaul and repair of lifeboats and rescue boats, launching appliances and release gear. It also provides the necessary information for interested parties to grant authorization, effectively evaluate and audit training, supporting the IMO Requirements, section 3. It specifies the level 2 in-field initial and ongoing competence assessment 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. The training an individual receives while following a development process is covered in ISO 23678-2 and ISO 23678-3. The competence requirements contained in this document provide a clear description of performance in-field in respect to: a) what practitioners are expected to do; b) the underpinning knowledge and skills they require to enable them to do what is expected; c) how they can demonstrate what is expected of them; d) how their performance can be assessed. This document is intended to be used in conjunction with ISO 23678-1, ISO 23678-2 and ISO 23678-3. This document is applicable to the following types of lifeboats (including free-fall lifeboats), rescue boats (including fast rescue boats), launching appliances and release gear. Survival craft types: a) single fall totally enclosed lifeboats with sprinkler and air systems; b) twin fall totally enclosed lifeboats with sprinkler and air systems; c) partially enclosed lifeboats; d) tender lifeboats; e) freefall lifeboats; f) open lifeboat; g) inflatable rescue boats; h) rigid rescue boats; i) semi-ridged inflatable rescue boats; j) rigid fast rescue boats; k) rigid inflatable fast rescue boats. 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 single pivoting/luffing; c) hydraulic multi pivot/luffing; d) telescopic; e) gravity roller track; f) gravity free fall primary; g) free fall hydraulic secondary; h) A-frame hydraulic; i) single arm slewing (manual, electric); j) davits with stored power systems. Winch types: a) twin drum; b) single drum; c) gravity-lowering, electric hoisting; d) gravity-lowering hydraulic hoisting; e) hydraulic hoisting and lowering. Hook release system types: a) on-load/off load (load not over centre); b) on-load/offload (load over centre); c) off load; d) freefall hydraulic; e) automatic.

Navires et technologie maritime — Personnel de maintenance pour l’entretien, l’examen approfondi, la mise à l’essai en cours d’exploitation, la révision et la réparation des embarcations de sauvetage et des canots de secours, des engins de mise à l’eau et des dispositifs de largage — Partie 4: Compétences de niveau 2 sur le terrain

General Information

• Status: Published
• Publication Date: 10-Aug-2022
• ICS: 03.100.30 - Management of human resources
• ICS: 47.020.01 - General standards related to shipbuilding and marine structures
• Technical Committee: ISO/TC 8/SC 1 - Maritime safety
• Drafting Committee: ISO/TC 8/SC 1/WG 1 - Lifesaving appliances and arrangements
• Current Stage: 6060 - International Standard published
• Start Date: 11-Aug-2022
• Due Date: 27-May-2023
• Completion Date: 11-Aug-2022

Relations

• Revises: ISO/PAS 23678-4:2020 - Service 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 — Part 4: Level 2 in-field competence
• Effective Date: 26-Jun-2021

Overview

ISO 23678-4:2022 defines the Level 2 in-field competence assessment for service personnel who perform maintenance, thorough examination, operational testing, overhaul and repair of lifeboats and rescue boats, their launching appliances and release gear. The standard establishes a uniform, safe and auditable approach to in-field competence, supporting the IMO Requirements (MSC.402(96)) and enabling manufacturers and authorized service providers to certify technicians for unsupervised field work.

Key topics and requirements

• Scope of competence: Initial and ongoing Level 2 in-field assessments for personnel certified by manufacturers or authorized service providers.
• Competence framework: Defines what practitioners are expected to do, the underpinning knowledge and skills, how they demonstrate competence, and assessment methods.
• Core competence units:
  • Unit 1 - Work, health and safety while conducting onboard activities (communication, documentation, safety checks, equipment for safe work)
  • Unit 2 - Annual inspection, maintenance, thorough examination and operational tests (davit, winch, lifeboat and rescue boat annual tasks, release gear)
  • Unit 3 - Five-year overhaul, thorough examination and operational overload tests (launching appliance overhaul, lifeboat/rescue boat overhaul, release gear overhaul and five-year overload testing)
• Equipment and systems covered: wide range of survival craft (single/twin fall totally enclosed lifeboats, freefall lifeboats, partially enclosed, rigid/inflatable rescue boats, fast rescue boats), propulsion types (inboard diesel, outboard, propeller and jet drives), davit types (gravity, hydraulic, telescopic, A-frame, stored power systems), winches (twin/single drum, gravity-lowering, hydraulic/electric hoisting) and hook release systems (on-load, off-load, automatic, hydraulic freefall).
• Supporting materials: assessor checklists, example certificates and annex lists of equipment covered.

Practical applications

• Ensures consistent and auditable in-field competence for technicians performing critical lifesaving appliance work.
• Supports shipowners, ship managers and port state authorities in meeting IMO Requirements for maintenance and testing of survival craft and launching systems.
• Enables authorized service providers and manufacturers to assess, certify and audit technicians for annual and five-year maintenance cycles, overhauls and operational overload testing.
• Helps reduce risk, improve safety and maintain crew confidence through standardized competence assessment and documentation.

Who should use this standard

• Service technicians and level 2 field assessors
• Manufacturers of lifeboats, davits, winches and release gear
• Authorized service providers and training organizations
• Ship operators, ship managers and regulatory/port state inspectors
• Auditors involved in conformity assessment against IMO requirements

Related standards

• ISO 23678-1 - General requirements for training providers
• ISO 23678-2 - Initial training (development process)
• ISO 23678-3 - Level 1 technical training
• IMO Resolution MSC.402(96) - Requirements for maintenance and testing of lifeboats, launching appliances and release gear

Keywords: ISO 23678-4:2022, lifeboats, rescue boats, launching appliances, release gear, level 2 in-field competence, maintenance, thorough examination, operational testing, overhaul, davits, winches, release systems, IMO requirements.

Standards Content (Sample)

INTERNATIONAL ISO
STANDARD 23678-4
First edition
2022-08
Ships and marine technology —
Service personnel for the
maintenance, thorough examination,
operational testing, overhaul and
repair of lifeboats and rescue boats,
launching appliances and release
gear —
Part 4:
Level 2 in-field competence
Navires et technologie maritime — Personnel de maintenance
pour l’entretien, l’examen approfondi, la mise à l’essai en cours
d’exploitation, la révision et la réparation des embarcations de
sauvetage et des canots de secours, des engins de mise à l’eau et des
dispositifs de largage —
Partie 4: Compétences de niveau 2 sur le terrain
Reference number
© ISO 2022
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
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or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
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Phone: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland
ii
Contents Page
Foreword .v
Introduction . vi
1 S c op e . 1
2 Nor m at i ve r ef er enc e s . 3
3 T erms and definitions . 3
4 L evel 2 in-field competence .3
4.1 General . 3
4.2 C andidate pre-requisites for level 2 service technician in-field assessment . 3
4.3 C ompetence unit/element titles . 4
4.3.1 Unit 1 — Work, health, and safety issues while conduction activities on
board . 4
4.3.2 U nit 2 — Annual inspection, maintenance, thorough examination, repair
and operational test for lifeboats, rescue boats fast rescue boats their
launching appliances and release gear . 4
4.3.3 Unit 3 — Five-year thorough examination overhaul and operational
overload test for lifeboats, rescue boats fast rescue boats their launching
appliances and release gear . . . 4
5 L evel 2 service technician in-field competence units . 4
5.1 U nit 1 — Work, health and safety issues while conducting activities on-board . 4
5.1.1 General . 4
5.1.2 Element 1.1 — The people who should be informed and consulted, prior to
and during the scope of work . 5
5.1.3 Element 1.2 — The documentation that shall be raised, checked, verified,
interpreted and completed prior to and during interventions . 5
5.1.4 Element 1.3 — Safety checks that shall be carried out prior to commencing
work . 6
5.1.5 Element 1.4 — The equipment that shall be examined and attached to
safely carry out the work scope . 7
5.2 U nit 2 — Annual maintenance, thorough examination, and operational test
for lifeboats (including free fall lifeboats) rescue boats (including fast rescue),
launching appliances and release gear . 8
5.2.1 General . 8
5.2.2 E lement 2.1 — Davit annual thorough examination . 8
5.2.3 E lement 2.2 — Davit annual maintenance . 9
5.2.4 E lement 2.3 — Winch thorough examination . 10
5.2.5 E lement 2.4 — Winch annual maintenance . 11
5.2.6 E lement 2.5 — Winch of launching appliance annual operational test .12
5.2.7 E lement 2.6 — Lifeboat annual thorough examination .13
5.2.8 E lement 2.7 — Rescue boats (including fast rescue boats) annual thorough
examination, additional competence requirements . 14
5.2.9 E lement 2.8 — Lifeboat, rescue boat (including fast rescue boats) annual
maintenance . 16
5.2.10 Element 2.9 — Release gear annual thorough examination . 17
5.2.11 Element 2.10 — Release gear annual maintenance. 19
5.2.12 Element 2.11 — Release gear annual operational function test . 19
5.3 U nit 3 — Five-year, overhaul and operational overload test for lifeboats, rescue
boats (including fast rescue boats), their launching appliances and release gear .20
5.3.1 General .20
5.3.2 Element 3.1 — Launching appliance overhaul . 21
5.3.3 Element 3.2 — Lifeboat, rescue boat (including fast rescue boat) overhaul . 21
5.3.4 Element 3.3 — Release gear overhaul .22
iii
5.3.5 Element 3.4 — Launching appliance and release gear five-year operational
overload test . 24
Annex A (informative) Equipment covered by the training .26
Annex B (informative) Example of certificate .27
Annex C (informative) Assessors checklists — Level 2 service personnel competence .29
Bibliography .61
iv
Foreword
ISO (the International Organization 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
organizations, 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).
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 Organization (WTO) principles in the Technical Barriers to Trade (TBT), see
www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 8, Ships and marine technology, SC 1,
Maritime safety.
This first edition cancels and replaces ISO/PAS 23678-4:2020, which has been technically revised.
The main changes are as follows:
— text has been editorially revised in accordance with the ISO/IEC Directives, Part 2, 2021.
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.
v
Introduction
A major objective of the maritime industry 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.
The need to develop an International Standard for this objective is evident from the new requirements
[3]
in IMO Resolution MSC.402 (96) , entitled “requirements for maintenance, thorough examination,
operational testing, overhaul and repair of lifeboats and rescue boats, launching appliances, and release
gear” (henceforth referred to as “the IMO Requirements”) adopted 19 May 2016 and entering into force
1 January 2020, as per paragraph 7.1.1.
This document and the associated documents ISO 23678-1, ISO 23678-2 and ISO 23678-3 have been
developed to achieve three key objectives:
— develop training documents that would support the IMO Requirements, section 7, paragraph 7.1.1.
— provide a consistent, reliable, and standardized approach to training and provide a clear auditable
trail for interested parties to grant authorization supporting the IMO Requirements, section 3, to
approved service providers.
— establish a competency framework 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 document.
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
ISO 23678-1, ISO 23678-2 and ISO 23678-3 enables personnel certified by an authorized service
provider to meet the IMO Requirements, section 7, paragraph 7.1.1, and section 8.
vi
INTERNATIONAL STANDARD ISO 23678-4:2022(E)
Ships and marine technology — Service personnel for
the maintenance, thorough examination, operational
testing, overhaul and repair of lifeboats and rescue boats,
launching appliances and release gear —
Part 4:
Level 2 in-field competence
1 S cope
This document establishes a uniform, safe and consistent approach to the in-field competence
assessment of personnel for the maintenance, thorough examination, operational testing, overhaul and
repair of lifeboats and rescue boats, launching appliances and release gear.
It also provides the necessary information for interested parties to grant authorization, effectively
[3]
evaluate and audit training, supporting the IMO Requirements , section 3.
It specifies the level 2 in-field initial and ongoing competence assessment 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.
The training an individual receives while following a development process is covered in ISO 23678-2
and ISO 23678-3.
The competence requirements contained in this document provide a clear description of performance
in-field in respect to:
a) what practitioners are expected to do;
b) the underpinning knowledge and skills they require to enable them to do what is expected;
c) how they can demonstrate what is expected of them;
d) how their performance can be assessed.
This document is intended to be used in conjunction with ISO 23678-1, ISO 23678-2 and ISO 23678-3.
This document is applicable to the following types of lifeboats (including free-fall lifeboats), rescue
boats (including fast rescue boats), launching appliances and release gear.
Survival craft types:
a) single fall totally enclosed lifeboats with sprinkler and air systems;
b) twin fall totally enclosed lifeboats with sprinkler and air systems;
c) partially enclosed lifeboats;
d) tender lifeboats;
e) freefall lifeboats;
f) open lifeboat;
g) inflatable rescue boats;
h) rigid rescue boats;
i) semi-ridged inflatable rescue boats;
j) rigid fast rescue boats;
k) rigid inflatable fast rescue boats.
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 single pivoting/luffing;
c) hydraulic multi pivot/luffing;
d) telescopic;
e) gravity roller track;
f) gravity free fall primary;
g) free fall hydraulic secondary;
h) A-frame hydraulic;
i) single arm slewing (manual, electric);
j) davits with stored power systems.
Winch types:
a) twin drum;
b) single drum;
c) gravity-lowering, electric hoisting;
d) gravity-lowering hydraulic hoisting;
e) hydraulic hoisting and lowering.
Hook release system types:
a) on-load/off load (load not over centre);
b) on-load/offload (load over centre);
c) off load;
d) freefall hydraulic;
e) automatic.
2 Normat ive references
The following documents are indispensable for the application of this document. For dated references,
only the edition cited applies. For updated reference, the latest edition of the referenced document
(including any amendments) applies.
ISO 23678-1, Service personnel for the maintenance, thorough examination, operational testing, overhaul
and repair of lifeboats and rescue boats, launching appliances and release gear — General requirements for
training providers
ISO 23678-2, Service personnel for the maintenance, thorough examination, operational testing, overhaul
and repair of lifeboats and rescue boats, launching appliances and release gear — Service personnel initial
training
ISO 23678-3, Service personnel for the maintenance, thorough examination, operational testing, overhaul
and repair of lifeboats and rescue boats, launching appliances and release gear — Level 1 technical training
3 T erms and definitions
For the purposes of this document, the terms and definitions given in ISO 23678-1 apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at https:// www .electropedia .org/
4 Le vel 2 in-field competence
4.1 General
This competence document is designed to meet the in-field and ongoing competence assessment for
level 2 service technicians.
Any inspection, maintenance, thorough examination, operational testing, overhaul, and repair shall
be carried out according to the maintenance service manuals and associated technical documentation
developed by the manufacturer.
See Figure B.1 for an example of a certificate.
See Tables C.1 to C.3 for checklists to assess level 2 service personnel competence.
4.2 Candidat e pre-requisites for level 2 service technician in-field assessment
To be assessed against the competence statements, candidates shall either have completed the Initial
Refresher training in accordance with ISO 23678-2 and have appropriate evidence of experience in-
field, or be deemed competent in accordance with the requirements of ISO 23678-2 and ISO 23678-3.
They shall either:
a) have successfully completed Initial and Level 1 Service Technician controlled environment
technical education and training; or
b) provide evidence to verify a satisfactory level of previous experience (see ISO 23678-1:2022, 4.7.6,
for acceptable evidence requirements).
4.3 C ompetence unit/element titles
4.3.1 Unit 1 — Work, health, and safety issues while conduction activities on board
a) element 1.1: the people who should be informed and consulted, prior to and during the scope of
work;
b) element 1.2: the documentation that shall be raised, checked, verified interpreted and completed
prior to and during interventions;
c) element 1.3: safety checks that shall be carried out prior to commencing work;
d) element 1.4: the equipment that shall be examined and attached to safely carry out the work scope.
4.3.2 Unit 2 — Annual inspection, maintenance, thorough examination, repair and operational
test for lifeboats, rescue boats fast rescue boats their launching appliances and release gear
a) element 2.1: davit annual thorough examination;
b) element 2.2: davit annual maintenance;
c) element 2.3: winch thorough examination;
d) element 2.4: winch annual maintenance;
e) element 2.5: launching appliance annual operational test;
e) element 2.6: lifeboat annual thorough examination;
f) element 2.7: rescue boat (including fast rescue boat) annual thorough examination, additional
competence requirements;
g) element 2.8: lifeboat, rescue boat (including fast rescue boats) annual maintenance;
h) element 2.9: release gear annual thorough examination;
i) element 2.10: release gear annual maintenance;
j) element 2.11: release gear annual operational function test.
4.3.3 Unit 3 — Five-year thorough examination overhaul and operational overload test for
lifeboats, rescue boats fast rescue boats their launching appliances and release gear
a) element 3.1: launching appliance overhaul;
b) element 3.2: lifeboat, rescue boat (including fast rescue boat) overhaul;
c) element 3.3: release gear overhaul;
d) element 3.4: launching appliance and release gear five-year operational overload test.
5 Le vel 2 service technician in-field competence units
5.1 Unit 1 — W ork, health and safety issues while conducting activities on-board
5.1.1 General
Upon satisfactory completion of this unit, candidates shall have demonstrated they can interface
effectively with the applicable personnel involved with the intervention; review, complete and evaluate
the relevant documentation required for the work scope; implement safety and operating procedures
to ensure the intervention is carried out in a safe and responsible manner.
5.1.2 Element 1.1 — The people who should be informed and consulted, prior to and during
the scope of work
5.1.2.1 Scope: this element is about being able to interface effectively with relevant personnel to
ensure the scope of the intervention is understood and carried out in an effective and safe manner.
5.1.2.2 To achieve this element, candidates shall meet the following competence requirements:
a) inform the person in charge of the scope of the intervention;
b) conduct a tool box talk with all personnel involved;
c) ensure there are no conflicting work scopes;
d) supply valid and reliable information relevant to the nature and scope of the intervention at
appropriate times to applicable personnel [person in charge (PIC), superintendent, recognized
organization (RO), safety officer];
e) liaise with applicable personnel in a professional manner at appropriate times to resolve problems
which may occur (PIC, superintendent, RO, safety officer, company operations manager); and
f) carry out comprehensive debrief with applicable personnel to identify the outcomes of the
intervention.
5.1.2.3 The underpinning knowledge requirements are to:
a) understand and convey the scope of the intervention to relevant personnel;
b) know the information required to conduct a tool box talk;
c) understand maintenance routines and plans;
d) be familiar with workplace reporting procedures;
e) understand statutory health and safety requirements.
5.1.3 Element 1.2 — The documentation that shall be raised, checked, verified, interpreted and
completed prior to and during interventions
5.1.3.1 Scope: this element is about ensuring the correct documentation has been raised, checked
and verified before commencing work; interpreting the appropriate documents for the scope of work;
and completing the documentation so a statement of fitness can be issued.
5.1.3.2 To achieve this element, candidates shall meet the following competence requirements:
a) complete the appropriate documentation prior to commencing the work scope; permits to work,
toolbox talks, risk assessments, method statements;
b) identify situations relating to the work scope that requires a risk assessment to be undertaken;
c) review and verify that all items listed in checklists for the weekly/monthly inspections supporting
[5]
SOLAS regulations III/20.6 and III/20.7 have been completed;
d) check and verify that records of inspections and routine on-board maintenance have been carried
out by the ship’s crew;
e) ensure that relevant technical documentation is available for the work scope;
f) identify which items of equipment require certification and ensure it is current and corresponds to
the applicable equipment;
g) interpret and apply the relevant technical information in relation to the work scope, manufacturer’s
manuals and associated technical documentation, job specific procedures; and
h) complete reports and checklists that accurately identify the outcome of the intervention, remedial
work scope and replacement parts, if required.
5.1.3.3 The underpinning knowledge requirements for this element are to:
a) interpret and apply risk assessments applicable to the scope of work;
b) understand the technical documentation requirements for the work scopes;
c) identify equipment that requires certification;
[5]
d) identify, interpret and verify the requirements of SOLAS regulations III/20.6 and III/20.7 ;
[5]
e) identify and interpret the requirements of SOLAS Regulation III/20.4 ;
f) identify and understand the information required to complete reports and check lists;
g) understand maintenance routines and plans;
h) understand statutory health and safety requirements;
i) be familiar with workplace reporting procedures.
5.1.4 Element 1.3 — Safety checks that shall be carried out prior to commencing work
5.1.4.1 Scope: this element is about implementing safety and operating procedures prior to
commencing work to ensure accidents and incidents do not occur.
5.1.4.2 To achieve this element, candidates shall meet the following competence requirements:
a) select and don appropriate personal protective equipment;
b) undertake the required exterior visual safety checks to confirm decks, gratings and handrails are
secure and free from excessive corrosion, slip and trip hazards;
c) undertake the required visual safety checks of launching appliances for lifeboats (including freefall
lifeboats), rescue boats (including fast rescue boats), mechanical restraints, winch brake status,
davit structure, sheaves, fall wires, foundations;
d) undertake the checks to confirm the release gear is locked and safe prior to turning out;
e) undertake the checks and confirmed by visual inspection that the launching appliance is operating
correctly while the survival craft is being turned out.
5.1.4.3 Underpinning knowledge requirements for this element are as follows:
a) understand application, care and limitations of distinct types of personal protective clothing
and equipment;
b) interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and
safety;
d) understand statutory health and safety requirements;
e) interpret and apply manufacturer documentation, company and customer operational procedures
in relation to the work scope;
f) evaluate the condition of wire ropes;
g) evaluate corrosion levels;
h) evaluate alignment and deformation;
[6]
i) understand, interpret and apply IMO Resolution MSC.48 (66) , paragraph 4.4.7.6.14 as amended.
5.1.5 Element 1.4 — The equipment that shall be examined and attached to safely carry out the
work scope
5.1.5.1 Scope: this element is about thorough examination and evaluation of the condition of
mechanical restraints and the actions required to safely attach them to lifeboats (including freefall
lifeboats) and rescue boats (including fast rescue boats).
5.1.5.2 Competence requirements for this element are as follows:
a) carry out a thorough visual examination of mechanical restraints to confirm they are safe to use,
gripe wires, bowsing in tackle, tricing pendants, hanging off/maintenance pendants;
b) carry out a thorough visual examination to evaluate the condition of the load path pad eyes,
maintenance hangar beams, release gear hanging off attachment point, hook assembly legs, keel
pins, keel shoes and bolts;
c) identify, interpret and apply manufacturers, customer and company procedures in relation to
fitting mechanical restraints, maintenance pendants, secondary safety devices, bowsing in tackle;
and
d) confirm the survival craft is safe to board.
5.1.5.3 Underpinning knowledge requirements for this element are as follows:
a) understand uses, care and limitations of distinct types of personal protective clothing and
equipment;
b) interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and
safety;
d) understand statutory health and safety requirements;
e) interpret and apply manufacturer documentation, company and customer operational procedures
in relation to the work scope;
f) evaluate the condition of wire ropes;
g) evaluate corrosion levels;
h) evaluate alignment and deformation;
[6]
i) understand, interpret and apply IMO Resolution MSC.48 (66) , paragraph 4.4.7.6.14.
5.2 Unit 2 — Annual m aintenance, thorough examination, and operational test for
lifeboats (including free fall lifeboats) rescue boats (including fast rescue), launching
appliances and release gear
5.2.1 General
Upon satisfactory completion of this unit, candidates shall have demonstrated they can carry out
the annual maintenance through examination and operational tests effectively supporting the IMO
[3]
Requirements , section 6, and manufacturer’s technical documentation, in a responsible and safe
manner.
5.2.2 Element 2.1 — Davit annual thorough examination
5.2.2.1 Scope: this element is about carrying out the annual thorough examination supporting the
[3]
IMO Requirements , paragraphs 6.2.9.1 to 6.2.9.4, in accordance with manufacturer's service manuals
and associated technical information for specific types of davits (see Table A.1) to confirm they operate
correctly and are in a satisfactory condition.
5.2.2.2 To achieve this element, candidates shall meet the following competence requirements:
a) undertake a thorough visual and where applicable physical examination of the davit foundation to
evaluate corrosion; welds, bolts;
b) undertake a thorough visual examination of the davit structure to evaluate, corrosion, alignment,
deformation; frames, pedestals, columns, tracks, ramps;
c) undertake a thorough visual examination of davit arms to evaluate, corrosion, alignment,
deformation, freedom of movement, excessive free play;
d) undertake a thorough visual and physical examination of rollers and sheaves to evaluate freedom
of movement, excessive free play and lubrication;
e) carry out a thorough visual inspection of the fall wire to evaluate damage, corrosion, lubrication;
f) carry out a thorough visual inspection of floating blocks, master links, shackles, turnbuckles or
other connections to evaluate corrosion, freedom of movement, excessive free play, deformation;
g) undertake a thorough visual and where applicable intrusive examination of slewing and worm
gearing to evaluate freedom of movement, excessive free play, damage, lubrication levels;
h) undertake a thorough visual examination of hydraulic system components; reservoirs, filters,
hoses, ferrules, valves, gauges, rams to evaluate corrosion, damage, fluid levels;
i) undertake a thorough visual examination of stored power system components; accumulators,
pipework, hose, connections gauges, to evaluate corrosion, damage, pre-charge and final pressures;
and;
j) undertake the required checks to confirm electrical systems, starter box, limit switches, wiring
and motors operate correctly and are in a satisfactory condition.
5.2.2.3 Underpinning knowledge requirements for this element are as follows:
a) understand application, care and limitation of distinct types of personal protective clothing and
equipment;
b) interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and
safety;
d) understand the hazards of working with high voltage systems;
e) understand statutory health and safety requirements;
f) understand safety protocols in relation to pressure systems;
g) have a basic understanding of hydraulic systems;
h) understand basic electrical circuitry;
i) evaluate levels of corrosion;
j) understand wire rope construction, inspection and discard criteria;
k) evaluate acceptable levels of free play in relation to davit components;
l) evaluate alignment and deformation;
m) understand the design and construction characteristics of specific designs of davits;
n) interpret and apply manufacturer information to safely operate specific designs of davits;
o) interpret and apply manufacturer's manuals and associated technical documentation, company
and customer operational procedures in relation to the work scope;
p) select and use tools and equipment safely.
5.2.3 Element 2.2 — Davit annual maintenance
5.2.3.1 Scope: this element is about carrying out the annual thorough maintenance in accordance
with the manufacturer's service manuals and associated technical information for specific types of
davits (see Table A.1) to confirm they operate correctly and are in a satisfactory condition.
5.2.3.2 To achieve this element, candidates shall meet the following competence requirements:
a) apply the correct lubricants to greasing points, bearings, internal worm gear, sheave bearings,
luffing cylinders;
b) apply the correct lubricants to wire ropes;
c) change gearing oil in; external slewing gear, reduction gearing;
d) change oil in hydraulic reservoir; and
e) test stored power accumulator pre-charge pressures and replenish where required.
5.2.3.3 Underpinning knowledge requirements for this element are as follows:
a) understand application, care and limitation of different types of personal protective clothing and
equipment;
b) interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and
safety;
d) understand statutory health and safety requirements;
e) understand safety protocols in relation to pressure systems;
f) have a basic understanding of hydraulic systems;
g) understand the various type of lubricants and suitability for use on specific components;
h) understand the design and construction characteristics of specific designs of davits;
i) interpret and apply manufacturer's manuals and associated technical documentation, company
and customer operational procedures in relation to the work scope;
j) select and use tools and equipment safely.
5.2.4 Element 2.3 — Winch thorough examination
5.2.4.1 Scope: this element is about carrying out the annual thorough examination supporting the
[3]
IMO Requirements , paragraph 6.2.9.5, in accordance with manufacturer’s service manuals and
associated technical information for specific types of winches (see Table A.1) to ensure they operate
correctly and remain in a satisfactory condition.
5.2.4.2 To achieve this element, candidates shall meet the following competence requirements:
a) undertake a thorough visual and, where applicable, physical examination of the winch foundation,
bolts or welds to evaluate corrosion and torque settings where applicable;
b) undertake a thorough visual examination of the winch assembly to evaluate corrosion, leaks,
damage;
c) dismantle the brake assembly to undertake a thorough examination of a static brake with friction
pads to evaluate wear using a measuring device;
d) dismantle the brake assembly to undertake a thorough examination of a static brake that is
mechanically operated and has multiple disks with friction pads, to evaluate wear using a
measuring device;
e) dismantle the brake assembly (if required), to undertake a thorough examination of a static brake
that is hydraulically operated and has multiple disks with friction pads, to evaluate wear using a
measuring device;
f) dismantle the brake assembly to undertake a thorough examination of a centrifugal brake with
friction pads to evaluate wear using a measuring device;
g) undertake a thorough examination of a lowering brake with a hydraulic pump to evaluate corrosion,
satisfactory operation;
h) ensure the static brake arm lever is adjusted to the correct position;
i) undertake the checks to establish the hand crank is operating correctly;
j) undertake a thorough visual examination of remote-control systems and confirm they operate
correctly;
k) undertake a thorough examination of a clutch to evaluate condition, operation, lubrication;
l) undertake the checks required to confirm gearing operates correctly and is in a satisfactory
condition; pinions, spur gears, reduction gearing, chains, planetary gearing;
m) undertake a thorough examination of hydraulic system components; operating levers, hand pumps,
reservoirs, filters, hoses, connections, valves, gauges, accumulators to evaluate corrosion, damage,
fluid levels, pressures;
n) carry out the checks required to establish the electrical system is in a satisfactory condition;
o) carry out the checks required to establish the electric motor operates correctly and is in a
satisfactory condition; and
p) operate distinct types of winches (see Table A.1) to ensure they are operating correctly.
5.2.4.3 Underpinning knowledge requirements for this element are as follows:
a) understand application, care and limitation of distinct types of personal protective clothing and
equipment;
b) interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and
safety;
d) understand hazards of working with high voltage systems;
e) understand statutory health and safety requirements;
f) understand safety protocols in relation to pressure systems;
g) have a basic understanding of hydraulic systems;
h) have a basic understanding of electrical systems;
i) evaluate levels of corrosion;
j) evaluate wear of brake components and acceptable levels of free play in relation to winch
components;
k) evaluate alignment and deformation;
l) understand the design and construction characteristics of specific designs of winch;
m) interpret and apply manufacturer information to safely operate specific designs of winch;
n) interpret and apply manufacturer's manuals and associated technical documentation, company
and customer operational procedures in relation to the work scope;
o) select and use tools and equipment safely.
5.2.5 Element 2.4 — Winch annual maintenance
5.2.5.1 Scope: this element is about carrying out the annual maintenance in accordance with the
manufacturer's service manuals and associated technical information for specific types of winches (see
Table A.1) to confirm they operate correctly and are in a satisfactory condition.
5.2.5.2 To achieve this element, candidates shall meet the following competence requirements:
a) change oil in primary and secondary gearing;
b) apply the correct lubricants to greasing points, bearings, shafts, bearings;
c) carry out the action required to change oil for distinct types of clutch;
d) carry out the actions to test stored power accumulator pressures and replenish;
e) carry out the actions required to adjust gear chains to stay within specific tolerances.
5.2.5.3 Underpinning knowledge requirements for this element are as follows:
a) understand application, care and limitation of different types of personal protective clothing and
equipment;
b) interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and
safety;
d) understand statutory health and safety requirements;
e) understand safety protocols in relation to pressure systems;
f) have a basic understanding of hydraulic systems;
g) understand the various types of lubricants and suitability for use on specific components;
h) understand the design and construction characteristics of specific designs of winch;
i) interpret and apply manufacturer's manuals and associated technical documentation, company
and customer operational procedures in relation to the work scope;
j) select and use tools and equipment safely.
5.2.6 Element 2.5 — Winch of launching appliance annual operational test
5.2.6.1 Scope: this element is about carrying out the annual operational test supporting the IMO
[3]
Requirements , in accordance with manufacturer's service manuals and associated technical
information for specific types of winches (see Table A.1) to confirm they operate correctly.
5.2.6.2 To achieve this element, candidates shall meet the following competence requirements:
a) undertake the actions required to carry out a dynamic load test of the winch by lowering the boat
or equivalent load until it reaches its maximum lowering speed and before it hits the water apply
the brake;
b) after completion of the operational test, reinspect and test the stressed structural parts applicable
to the type of winch where the structure permits the re-inspection.
5.2.6.3 Underpinning knowledge requirements for this element are as follows:
a) understand application, care and limitation of different types of personal protective clothing and
equipment;
b) interpret and apply risk assessments applicable to the scope of work;
c) understand company and customer policies and operational procedures related to health and
safety;
d) understand statutory health and safety requirements;
e) understand the design and construction characteristics of specific designs of launching appliance;
f) interpret and apply manufacturer's manuals and associated technical documentation, company
and customer operational procedures in relation to the work scope;
g) select and use tools and equipment safely;
[3]
h) understand the IMO Requirements , paragraph 6.2.10;
i) understand how to carry out load test calculation;
j) understand how to operational test of a winch using a simulated survival craft load.
5.2.7 Element 2.6 — Lifeboat annual thorough examination
5.2.7.1 Scope: this element is about carrying out the annual thorough examination in accordance with
the manufacturer's service manuals and associated technical information for specific types of lifeboats
(see Table A.1) to confirm they operate correctly and are in a satisfactory condition.
5.2.7.2 To achieve this element, candidates shall have undertaken the following competence
requirements:
a) thorough visual examination of the boats structure to confirm it is free from damage, cracks,
osmosis;
b) the required checks regarding
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