IECEx OD 504

Edition 3.0, 2014-09

IECEx
OPERATIONAL DOCUMENT

IEC System for Certification to Standards relating to Equipment for

in Explosive Atmospheres (IECEx System)

IECEx Scheme for Certification of Personnel Competence for Explosive

Atmospheres

Specification for Units of Competence assessment outcomes

IECEx OD 504:2014(E)
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 –0– IECEx OD 504 © IEC:2014(E)

IECEx OD 504
05 Edition 3.0, 2014-09

IECEx
OPERATIONAL DOCUMENT

IEC System for Certification to Standards relating to Equipment

for use in Explosive Atmospheres (IECEx System)

IECEx Scheme for Certification of Personnel Competence for

Explosive Atmospheres

Specification for Units of Competence

assessment outcomes

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
IECEx OD 504 © IEC:2014(E) –1–

CONTENTS

1 Scope and general ........................................................................................................... 7

2 Normative references ....................................................................................................... 7
3 Terms and definitions ....................................................................................................... 7
4 Units of Competence ...................................................................................................... 12
4.1 Scope .................................................................................................................... 12
4.2 Unit Ex 000 – Basic knowledge and awareness to enter a site which includes
a classified hazardous area ................................................................................... 14
Scope ........................................................................................................ 14
Prerequisites ............................................................................................. 14
Elements and performance criteria ............................................................ 14
Scope limitations ....................................................................................... 14
Evidence guide – Critical aspects of evidence ........................................... 14
4.3 Unit Ex 001 – Apply basic principles of protection in explosive atmospheres ......... 15
Scope ........................................................................................................ 15
Prerequisites ............................................................................................. 15
Elements and performance criteria ............................................................ 15
Scope limitations ....................................................................................... 16
Evidence guide – Critical aspects of evidence ........................................... 16
4.4 Unit Ex 002 – Perform classification of hazardous areas ....................................... 16
Scope ........................................................................................................ 16
Prerequisites ............................................................................................. 16
Elements and performance criteria ............................................................ 17
Scope limitations ....................................................................................... 17
Evidence guide – Critical aspects of evidence ........................................... 17
4.5 Unit Ex 003 – Install explosion-protected equipment and wiring systems ............... 18
Scope ........................................................................................................ 18
Prerequisites ............................................................................................. 18
Elements and performance criteria ............................................................ 18
Scope limitations ....................................................................................... 19
Evidence guide – Critical aspects of evidence ........................................... 20
4.6 Unit Ex 004 – Maintain equipment in explosive atmospheres ................................. 20
Scope ........................................................................................................ 20
Prerequisites ............................................................................................. 20
Elements and performance criteria ............................................................ 21
Scope limitations ....................................................................................... 24
Evidence guide – Critical aspects of evidence ........................................... 24
4.7 Unit Ex 005 – Overhaul and repair of explosion-protected equipment .................... 24
Scope ........................................................................................................ 24
Prerequisites ............................................................................................. 25
Elements and performance criteria ............................................................ 25
Scope limitations ....................................................................................... 26
Critical aspects of evidence for both operative and responsible
person ....................................................................................................... 26
Critical aspects of evidence for the Responsible Person ............................ 27
 –2– IECEx OD 504 © IEC:2014(E)

4.8 Unit Ex 006 – Test electrical installations in or associated with explosive

atmospheres ......................................................................................................... 27
Scope ........................................................................................................ 27
Prerequisites ............................................................................................. 27
Elements and performance criteria ............................................................ 28
Scope limitations ....................................................................................... 29
Critical aspects of evidence ....................................................................... 29
4.9 Unit Ex 007 – Perform visual and close inspection of electrical installations in
or associated with explosive atmospheres ............................................................. 29
Scope ........................................................................................................ 29
Prerequisites ............................................................................................. 29
Elements and performance criteria ............................................................ 30
Scope limitations ....................................................................................... 31
Critical aspects of evidence ....................................................................... 31
4.10 Unit Ex 008 – Perform detailed inspection of electrical installations in or
associated with explosive atmospheres ................................................................. 31
Scope ........................................................................................................ 31
Prerequisites ............................................................................................. 32
Elements and performance criteria ............................................................ 32
Scope limitations ....................................................................................... 33
Critical aspects of evidence ....................................................................... 33
4.11 Unit Ex 009 – Design electrical installations in or associated with explosive
atmospheres ......................................................................................................... 34
Scope ........................................................................................................ 34
Prerequisites ............................................................................................. 34
Elements and performance criteria ............................................................ 34
Scope limitations ....................................................................................... 34
Evidence guide – Critical aspects of evidence ........................................... 35
4.12 Unit Ex 010 – Perform audit inspection of electrical installations in or
associated with explosive atmospheres ................................................................. 35
Scope ........................................................................................................ 35
Prerequisites ............................................................................................. 35
Elements and performance criteria ............................................................ 36
Scope limitations ....................................................................................... 37
Evidence guide – Critical aspects of evidence ........................................... 37
5 Critical aspects of evidence ............................................................................................ 39
5.1 The nature of explosive hazards and hazardous areas Basic Knowledge Unit ....... 39
5.2 Occupational health and safety responsibilities related to hazardous areas ........... 39
5.3 Explosive atmospheres and explosion-protection principles ................................... 39
5.4 Explosion-protected equipment – Ex certification schemes .................................... 41
5.5 Explosion-protected equipment – Principles .......................................................... 41
5.6 Explosion-protection visual checks ........................................................................ 41
5.7 Explosive atmospheres classification techniques ................................................... 41
5.8 Hazardous area classification work performance ................................................... 42
5.9 Flameproof (Ex ‘d’) explosion-protection technique ............................................... 42
5.10 Increased safety (Ex ‘e’) explosion-protection technique ....................................... 42
5.11 Type of protection ‘n’ (Ex ‘n’) ................................................................................. 43
5.12 Encapsulation (Ex ‘m’) explosion-protection technique .......................................... 43
5.13 Oil immersion (Ex ‘o’) explosion-protection technique ............................................ 43
5.14 Powder filled (Ex ‘q’) explosion-protection technique ............................................. 43
IECEx OD 504 © IEC:2014(E) –3–

5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique ........................................... 44

5.16 Pressurization (Ex ‘p’) explosion-protection technique ........................................... 44
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique .................... 44
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique ......................................... 44
5.19 Pressurization (Ex ‘pD’) explosion-protection technique ........................................ 45
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique ........................................ 45
5.21 Common characteristics of explosion-protection techniques .................................. 45
5.22 Explosive atmospheres installation requirements................................................... 45
5.23 Explosive atmospheres cable termination techniques ............................................ 46
5.24 Hazardous area installation work performance ...................................................... 46
5.25 Hazardous area maintenance work performance ................................................... 46
5.26 Hazardous area operations reporting work performance ........................................ 47
5.27 Explosive atmospheres maintenance requirements ............................................... 47
5.28 Explosive atmospheres management .................................................................... 47
5.29 Hazardous area maintenance work performance ................................................... 47
5.30 Explosion-protected equipment overhaul and repair – General requirements ......... 48
5.31 Explosion-protected equipment overhaul and repair specific to each
technique .............................................................................................................. 48
5.32 Explosion-protected equipment overhaul and repair work performance –
operative ............................................................................................................... 49
5.33 Explosion-protected equipment overhaul and repair work performance –
Responsible Person .............................................................................................. 49
5.34 Explosive atmospheres installation testing ............................................................ 49
5.35 Hazardous area installation testing work performance ........................................... 50
5.36 Explosive atmospheres visual and close inspection requirements .......................... 50
5.37 Hazardous area visual and close inspection work performance ............................. 50
5.38 Explosive atmospheres detailed inspection techniques .......................................... 50
5.39 Hazardous area detail inspection work performance .............................................. 51
5.40 Explosive atmospheres installation planning .......................................................... 51
5.41 Common classified explosive atmospheres ............................................................ 52
5.42 Explosion-protected electrical systems design ....................................................... 52
5.43 Hazardous area installation design work performance ........................................... 52
5.44 Explosion-protected electrical system design work performance ............................ 52
5.45 Hazardous area auditing processes ....................................................................... 52
5.46 Hazardous area audit inspection work performance ............................................... 53
6 Summary of essential knowledge and associated skills for each Unit of
Competence ................................................................................................................... 54
Annex A (informative) Specific prerequisite units and recommended general
competence for achievement of each Unit of Competence .............................................. 58

Annex B (informative) Items in a knowledge test to cover all aspects of each Unit
of Competence ............................................................................................................... 60
Bibliography ................................................................................................................... 60
Table 4.1 – List of Units of Competence ......................................................................... 13
Table A.1 – Summary of prerequisite units and recommended general competence ....... 59
 –4– IECEx OD 504 © IEC:2014(E)

INTERNATIONAL ELECTROTECHNICAL COMMISSION

____________

IECEx Operational Document 504

IECEx Scheme for Certification of

Personnel Competence for Explosive Atmospheres –

Specification for Units of Competence assessment outcomes

This Operational Document, OD 504 sets out the competence requirements for personnel
working with electrical equipment for explosive atmospheres according to IEC International
Standards. Its purpose is to support certification where competence is required, e.g. Repair and
Overhaul Service Facilities, and may be considered for Certification of Persons undertaking the
work in various aspects of explosive atmospheres where it may be advantageous to maintain
competence certification.

Document History

Date Summary
October 2009 Original issue (Edition 1.0)
April 2013 Edition 2.0
September 2014 Edition 3.0 to incorporate details of Ex 000
and the changes to other Modules to
accommodate the introduction of Ex 000

Address:
IECEx Secretariat
Level 33, Australia Square
264 George Street
Sydney NSW 2000
Australia

Contact Details:
Tel: +61 2 4628 4690
e-mail: [email protected]
http://www.iecex.com
IECEx OD 504 © IEC:2014(E) –5–

INTRODUCTION
The objective of this IECEx Operational Document is to set out the generic cross-industry
competence requirements for work associated with electrical equipment in hazardous areas.
These requirements are intended for use by any industry sector or enterprise with regards to
explosion-protection related to the relevant functional areas.

The procedures, systems and methods of assessment as set out in this document are to be
followed in assessing an application for competence for carrying out work associated with
explosive atmospheres and Ex equipment.

Competence of personnel working in explosive atmospheres is necessary. The potential for

accidents in Ex areas is increased if personnel are not competent. The need for competence is
included in many legal documents (legislation), but is often not clearly defined. Competence
includes the ability to carry out specific tasks versus prescribed general requirements specified
in regulations and installation procedures.

Competence depends on knowledge, skill, experience and training. Measurement of

competence is a difficult task and requires specific assessment methods. Competence evolves
with years and may deteriorate, so continued training and assessment is necessary.

This document sets out the specification for the IECEx Units of Competence, according to the
application of IEC Standards. Also included are requirements for competence evaluation.
 –6– IECEx OD 504 © IEC:2014(E)

FOREWORD
The Basic Knowledge Unit 000 covers the safety obligation of person entering a hazardous area, and
demonstrates the person has an understanding of the nature of the risks associated with hazardous
areas, limitations on devices that may be taken into a hazardous area and the occupational health and
safety responsibilities and procedures related to hazardous areas

Concerns with the variability in skills of electrical workers and others dealing with equipment in
hazardous areas has led to the development of these standards of Skills in basic knowledge
and Competence for persons entering sites and or working on electrical equipment for use in
explosive atmospheres. Although training has been available, it was usually confined to the
technical aspects and there is generally no strategy to provide this specific assessment of
competence.

The concern over competence is heightened by the trend away from prescriptive regulations
towards performance-based regulations. The performance-based approach places the ‘duty of
care’ responsibilities on enterprises and individuals, which, in turn, is said to promote self-
monitored quality assurance. This results in greater compliance with requirements than is the
case with the inspectoral methods that accompany prescriptive regulations.

Since the early 1990s industries have expressed the need for an internationally structured
qualification system for identification of Competence to be used by any industry sector or
enterprise, with regards to explosion-protected equipment for explosive atmospheres.
IECEx OD 504 © IEC:2014(E) –7–

Specification for Units of Competence assessment outcomes

1 Scope and general

This document specifies the basic knowledge required to work in hazardous areas and the
specific competence required for work associated with electrical equipment for explosive
atmospheres (commonly termed ‘Ex’ equipment) and the standards to which competence is to
be assessed and attributed. It provides guidance to assessing competence based on the
knowledge and skills that define the Units of Competence.

The competence specified in this specification is intended as additional competence to those

previously acquired for the specific type of work in non-explosive atmospheres.
NOTE Annex A summarizes the specific prerequisite Units and recommended general competence to achieve Units
of Competence in this specification.

The principal application of this specification is to personnel dealing with explosion-protected

and associated equipment for explosive atmospheres, covering the following work functions:

• Classification of Hazardous Areas

• Producing, processing or servicing functions in a hazardous area and not directly involved
in installing, maintaining or repairing explosion-protected equipment and systems
• Installing and maintaining explosion-protected equipment and systems in the hazardous
area
• Overhauling, repairing and modifying explosion-protected equipment
• Developing/designing and maintaining explosion-protection strategies
• Inspecting hazardous area equipment, systems and installations
The specification sets the minimum requirements for Certification Bodies who issue certificates
for the competence described in this specification. However, this specification may also be
referenced by:

i) bodies certifying overhaul and repair workshops; and

ii) enterprises in establishing the competence of their personnel.
NOTE A single unit of competence is not to be confused with a job description, which will invariably comprise a
number of units.

2 Normative references
The following publications contain provisions, which, through reference in this text, constitute
provisions of this Operational Document. At the time of publication, the editions indicated were
valid. The Ex Management Committee shall decide the timetable for the introduction of revised
editions of the publications.

IEC 60079 Series, Equipment for explosive atmospheres

IEC 60050-426, International Electrotechnical Vocabulary – Part 426: Equipment for explosive
atmospheres

IEC 61241, Electrical apparatus for use in the presence of combustible dust

ISO/IEC 17024, Conformity Assessment – General requirements for bodies operating

certification of persons

3 Terms and definitions

For the purposes of this document, the definitions 3.1 to 3.50 and explanatory information
applies.
 –8– IECEx OD 504 © IEC:2014(E)

For the definitions of any other terms, particularly those of a more general nature, reference
should be made to IEC 60050-426 or other appropriate parts of the IEV (International
Electrotechnical Vocabulary).

3.1
Actions to limit risk of an explosion
organizational arrangements for rectifying defects, shutting down plant or machinery under
emergency conditions, evacuating a hazardous area, reporting defects and conditions of plant
and machinery, monitoring the hazardous area for presence of an explosive atmosphere and
meeting Occupational Health & Safety (OH&S) obligations.

3.2
Appropriate personnel
the person who is the recipient of the output provided by a Competent person.
NOTE Examples of appropriate personnel are Site Managers, Project Managers, Line Managers, Maintenance
managers, Supervisors and Team Leaders etc.

3.3
Approved, approval
with the approval of, acceptable to the authority having jurisdiction.

3.4
Assessment of competence
the process of checking and confirming the ability to carry out specific work activities and/or
functions based on evidence that shows a person can carry out such work safely and to stated
requirements.

3.5
Authority, regulatory
a government agency responsible for relevant legislation and its application.

3.6
Certification
procedure by which a third party gives written assurance that a product, process or service
conforms to specified requirements.

3.7
Classification of explosive atmospheres
a method of analysing and classifying the environment where an explosive atmosphere may
occur to allow the proper selection of equipment, particularly electrical equipment, to be
installed and used safely in that environment.

3.8
competence
ability to apply knowledge and skills to achieve intended results [ISO/IEC 17024:2012, 3.6].
NOTE The concept of competence focuses on what is expected of an employee in the workplace rather than on the
learning process, and embodies the ability to transfer and apply skills and knowledge to new situations and
environments.

3.9
Ex Competent Person
person who can demonstrate a combination of knowledge and skills to effectively, efficiently
and safely carry out activities in or associated with hazardous areas, covered by IECEx
requirements.
NOTE Competence is specified by activity (e.g. classification, selection of equipment, installation, maintenance,
testing and inspection, etc.) and may be limited by types of protection, product types, groups etc. as detailed in
IECEx OD 502.

3.10
Competence, Unit of
the competence required for a useful work function and which resides with an individual.
IECEx OD 504 © IEC:2014(E) –9–

3.11
Basic Knowledge, Unit of
the basic knowledge required by an individual for entering a Hazardous Area.

3.12
Defects
visual damage or corrosion of the explosion-protection aspect of the installation or apparatus.

3.13
Equipment marking
information with regards to certification that is required to be marked on each item of equipment
incorporating an explosion-protection technique.

3.14
equipment protection level
EPL
level of protection assigned to equipment based on its likelihood of becoming a source of
ignition and distinguishing the differences between explosive gas atmospheres, explosive dust
atmospheres, and the explosive atmospheres in mines susceptible to firedamp.

3.15
Established procedures
formal arrangements of an organization, enterprise or statutory authority of how work is to be
done and by whom.
NOTE Examples of established procedures are documented in quality management systems, safety management
systems, work clearance systems, work instructions, reporting systems and arrangements for dealing with
emergencies.

3.16
Explosion properties of hazardous materials
there are two sets of properties:
a) for gases, vapours, flammable liquids and mists: vapour pressure; boiling point; flashpoint;
ignition temperature; explosive limits; relative vapour density; minimum ignition energy
b) for dusts: layer ignition temperature; cloud ignition temperature; minimum ignition energy
NOTE Explosive limits (lower/LEL and upper/UEL) and flammability limits (lower/LFL and upper/UFL) are deemed
to be synonymous. It should be recognized that some particular authorities having jurisdiction may have overriding
requirements that dictate the use of one of these sets of terms and not the other.
3.17
Explosion-protected equipment
equipment to which specific measures are applied to avoid ignition of a surrounding explosive
atmosphere.
NOTE The word ‘equipment’ includes ‘apparatus’, as mentioned in many relevant Standards.

3.18
Explosion-protection techniques
techniques applied to the design of electrical equipment, components and systems to prevent
the electrical energy from becoming an ignition source in the presence of flammable vapours
and gases or combustible dusts in explosive atmospheres.
NOTE Some of these techniques and also alternative techniques may be applied to the design of non-electrical
equipment for the avoidance of non-electrical ignition sources. These techniques are not yet standardised at
international level and are currently outside the scope of this document.

3.19
Group (of equipment for explosive atmospheres)
classification of electrical equipment related to the explosive atmosphere for which it is to be
used
NOTE 1 Equipment for use in explosive gas atmospheres is divided into two groups:
– Group I: Equipment for mines susceptible to firedamp; and
– Group II (which can be divided into subgroups IIA, IIB, IIC): Equipment for places with an explosive gas
atmosphere, other than mines susceptible to firedamp.
NOTE 2 This has also been known as ‘gas grouping’.
– Group III (which can be divided into subgroups IIA, IIB, IIC): Equipment for places with an explosive dust
atmosphere, other than mines susceptible to firedamp.
 – 10 – IECEx OD 504 © IEC:2014(E)

3.20
Hazard and risk assessment
any recognized methodology of identifying hazards and assessing risks such as ‘hazard and
operability study’ (HAZOP) and ‘fault tree analysis’ (HAZAN).

3.21
Hazardous area
area in which an explosive atmosphere is present or may be expected to be present in quantities
such as to require special precautions for the construction, installation and use of electrical
equipment.
NOTE Explosive atmospheres may include a variety of adverse environmental conditions such as those
encountered in coal mines, shipping, oil/gas platforms and the like, which commonly require further specifications
stated in legislation or regulatory requirements.

3.22
Hazardous materials
in the context of this specification hazardous materials are flammable gases and vapours and
combustible dusts.
NOTE All vapours of flammable liquids are flammable vapours.

3.23
Inspection, close
an inspection which encompasses those aspects covered by a visual inspection and, in addition,
identifies those defects, such as loose bolts, which will be apparent only by the use of access
equipment, such as steps (where necessary) and tools. Close inspections do not normally
require the enclosure to be opened or the equipment to be de-energized.

3.24
Inspection, detailed
an inspection which encompasses those aspects covered by a close inspection and, in addition,
identifies those defects, such as loose terminations, which will only be apparent by opening the
enclosure, and using (where necessary) tools and test equipment.

3.25
Inspection, initial
an inspection of all electrical equipment, systems and installations before they are brought into
service.

3.26
Inspection, periodic
an inspection of all electrical equipment, systems and installations carried out on routine basis.

3.27
Inspection, sample
an inspection of a proportion of the electrical equipment, systems and installations.

3.28
Inspection, schedule
a formal arrangement for conducting inspections that details the extent, grade and frequency
of the inspections and the explosion-protected characteristics and compliances to be checked.

3.29
Inspection, visual
an inspection which identifies, without the use of access equipment or tools, those defects,
such as missing bolts, which will be apparent to the eye.

3.30
Inspector, actions taken by an
actions taken by an inspector in relation to defects, non-conformities, faults in a hazardous area
installation.
NOTE Examples of such actions are: disconnection or non-connection of supply until a defect or fault or non-
conformity is rectified, notice of period in which it has to be rectified, other actions within the scope of statutory
regulations.
IECEx OD 504 © IEC:2014(E) – 11 –

3.31
Installation
in the context of this specification an installation includes explosion-protected equipment, wiring
and other required items as they are fixed in place and connected as necessary, to operate as
intended.

3.32
Integrity (of explosion-protected equipment)
aspects of the equipment design and use that afford explosion-protection.

3.33
Non-conformance
equipment that does not satisfy the applicable Standards or requirements.

3.34
OH&S (Occupational Health and Safety) policies and procedures
arrangements of an organization or enterprise to meet its legal and ethical obligations of
ensuring the workplace is safe and without risk to health.
NOTE Ensuring a workplace is safe will include hazard identification and risk assessment mechanisms,
implementation of safety regulations, safety training, safety systems incorporating work clearance procedures,
isolation procedures, use of protective equipment and clothing and use of codes of practice.

3.35
Other items
items that are not in themselves explosion-protected but have an influence on the integrity of
the explosion-protection technique used. For example, an overload device for a motor or
associated apparatus in the case of the increased safety technique Ex ‘e’.

3.36
Pre-commission testing
tests specified, such as, performance and setting of protection devices and systems, earth loop
impedance, insulation resistance, and earth continuity equipment connection and operation
tests at no load.

3.37
Process specialist personnel
responsible persons with expertise in the technical aspects that relate to explosive hazards and
include chemical engineers, process engineers, mining engineers, safety managers, and the
like.

3.38
Re-certification/Supplementary approval
submission of previously certified/approved equipment/personnel to an accredited certification
body or authority, to determine whether the equipment/personnel continue to comply with the
relevant requirements.

3.39
Requirements
those to which equipment and procedures and their outcomes shall conform and include
statutory obligations and regulations and Standards called-up by legislation or regulations.
NOTE Requirements may include codes of practice, job specifications, Standards called up in specifications,
procedures and work instructions and quality management systems.

3.40
Scope Limitation
where personnel demonstrate competence relevant to a Unit of Competence for specific aspect
that may relate to the Explosion protection technique, Product Type, Group, Voltage etc. Any
scope limitation of a Unit of Competence is shown in the scope of the certificate.
NOTE The available scope limitations are given in OD 502.

3.41
Servicing
maintaining, fault finding and repair of equipment, plant machinery and installations.
 – 12 – IECEx OD 504 © IEC:2014(E)

3.42
Special tools, equipment and testing devices
tools for the removal of enclosure covers and connecting conductors, measuring devices such
as feeler gauges and micrometer, gas and vapour sensors, electrical testing devices approved
for use in a particular hazardous area.

3.43
Specifications
all those attributes that define accurately the nature of the involved hazards, materials/products,
processes, equipment and installation design
NOTE Examples of specifications are design and manufacturer's specifications defining all the necessary
parameters and tolerances, process flow diagrams, explosive characteristics and technical data sheets for hazardous
materials and products, and the like.

3.44
Standards
technical documents which set out specifications and other criteria for equipment, materials and
methods, to ensure they consistently perform as intended. The Standards referred to in this
specification are those published by International Electrotechnical Commission.

3.45
Temperature classification
system of classification by which electrical equipment is allocated one of six temperature
classes according to its maximum surface temperature.

3.46
Verification dossier
a set of documents showing the compliance of electrical equipment and installations
NOTE The information in a ‘Verification Dossier’ is subject to audit under a formal inspection process.

3.47
Wiring system
permitted wiring and accessories for power, measurement, control or communications
purposes.

3.48
Zones, hazardous
the zones into which explosive atmospheres are classified based upon the frequency of the
appearance and duration of an explosive atmosphere.

3.49
Zones in explosive gas atmospheres
see IEC 60079-10-1 for the definitions of Zones 0, 1 and 2.

3.50
Zones in explosive dusts atmospheres
see IEC 60079-10-2 for the definitions of Zones 20, 21 and 22.

4 Units of Competence
4.1 Scope
This Section describes the Units of Competence for working with electrical equipment for
explosive atmospheres and to ensure the risk of any explosion hazard in such areas has been
minimized. The specific Units of Competence are described in detail in Clauses 4.2 to 4.12 and
a list of such Units is shown in Table 4.1.
It is likely that multiple Units of Competence will be assessed and under these circumstances,
where the elements of the ‘Evidence guide – Critical aspects of evidence it’ are repeated in
each unit, is not expected that the assessment requires any of the elements to be repeated. A
table showing the cross reference of these repeated elements is give in Section 6.
IECEx OD 504 © IEC:2014(E) – 13 –

Table 4.1 – List of Units of Competence

a)
Reference Title Scope limitation

Unit Ex 000 – Basic knowledge and awareness to enter a site that includes a classified Not applicable
hazardous area.
Unit Ex 001 – Apply basic principles of protection in explosive atmospheres 1
Unit Ex 002 – Perform classification of hazardous areas 3
Unit Ex 003 – Install explosion-protected equipment and wiring systems 1, 2, 3, 4
Unit Ex 004 – Maintain equipment in explosive atmospheres 1, 2, 3, 4
Unit Ex 005 – Overhaul and repair of explosion-protected equipment 1, 2, 3, 4
Unit Ex 006 – Test electrical installations in or associated with explosive atmospheres 1, 3, 4
Unit Ex 007 – Perform visual and close inspection of electrical installations in or 3, 4
associated with explosive atmospheres
Unit Ex 008 – Perform detailed inspection of electrical installations in or associated with 1, 3, 4
explosive atmospheres
Unit Ex 009 – Design electrical installations in or associated with explosive atmospheres 1, 3, 4
Unit Ex 010 – Perform audit inspection of electrical installations in or associated with 3
explosive atmospheres
a)
Limitation by:
1. Explosion-protection technique or
2. Product Type
3. Group
4. Voltage
 – 14 – IECEx OD 504 © IEC:2014(E)

4.2 Unit Ex 000 – Basic knowledge and awareness to enter a site that includes
a classified hazardous area
Scope
This Unit of Knowledge covers the safety obligations and minimum basic knowledge of persons
entering a site that has classified hazardous areas. It requires an understanding of the nature
of hazardous areas, limitations on devices that may be taken into a hazardous area and the
occupational health and safety responsibilities and procedures related to hazardous areas.
This unit does not include requirements for ensuring the explosion protection aspects of plant
and machinery.
Note. This unit covers the hazardous area aspects of occupational health and safety (OHS) and does not negate the
other competencies required for general and functional OHS.

Prerequisites
Typically this unit would be used in relation to any job function that may be performed in or
associated with hazardous area and does not require any prerequisites.

Elements and performance criteria

Elements Performance criteria

0.1 Undertake hazardous 0.1.1 Safety procedures in relation the hazardous area are obtained and
area orientation understood.
0.1.2 Nature of the explosion hazard in the area and risks are known
and the status of the explosion hazard is ascertained through
established procedures.

0.1.3 Established procedures for use of equipment, with regards to

explosion protection, are followed.
0.2 Follow all safety 0.2.1 Entry and permits to work are obtained through established
instructions and procedures and followed
procedures
0.2.2 Devices and equipment to be taken into a hazardous area are
submitted to an authorised person for compliance with the
explosive protection methods required.
0.2.3 All instructions and signage related to the hazardous area are
followed
0.2.4 In the case of an emergency all procedures and instructions are
followed

Scope limitations
Scope limitations are not applicable to Unit Ex 000 (refer Table 4.1).

Evidence guide – Critical aspects of evidence

Evidence of competence in this unit shall show:

a) proficient performance associated with each element of knowledge by employing the

techniques, procedures, information and resources available in the workplace according to
Table in 4.2.3.
b) a basic understanding of the required knowledge and associated skills essential to
performance as given in:
5.1 The nature of explosive hazards and hazardous areas

5.2 Occupational health and safety responsibilities related to hazardous areas

IECEx OD 504 © IEC:2014(E) – 15 –

4.3 Unit Ex 001 – Apply basic principles of protection in explosive

atmospheres
Scope
This Unit of Competence covers the basic principles of protection in explosive atmospheres of
plant and machinery.

This unit of competence is based on various parts of IEC 60079 series.

Prerequisites
There is no minimum level of technical education applicable for this unit of Competence.

Competence in this unit shall be assessed in combination with, or after gaining other
competence required by a given industry or enterprise for plant or machinery operation or
installations, maintenance or service functions. (see Annex A).
NOTE Annex A sets out the specific prerequisite Units and the recommended general competence and level
assumed to be held by a person before undertaking assessment to achieve a Unit of Competence.
Elements and performance criteria
Elements Performance criteria Critical aspects of evidence
1.1 Prepare to work in 1.1.1 Nature of the explosion hazard in the area
hazardous area and risks are known and the status of the Following work permits and
explosion hazard is ascertained through clearance procedures.
established procedures.
1.1.2 Operation and condition of plant and Following work permits and
machinery, with regards to explosion- clearance procedure.
protection, is ascertained through Correctly operating plant and
established procedures. machinery.
1.1.3 Established procedures for use of the
plant and machinery, with regards to Correctly operating plant and
explosion-protection techniques used in machinery.
the area, are followed.
1.2 Observe condition of 1.2.1 OH&S policies and procedures, with
Following work permits and
explosion-protection regards to explosion-protection, are
clearance procedures.
system area followed.
1.2.2 Performance of plant and machinery is
Monitoring hazards and
monitored to identify faults that may affect
following evacuation
the integrity of the explosion-protected
procedures.
equipment and wiring system.
1.2.3 Observations of explosion-protected
equipment and wiring are made during
Identifying visual damage or
normal operations and visual and audible
deterioration of explosion-
non-conformances that may affect the
protected equipment.
integrity of the explosion-protection
technique are identified.
1.2.4 Explosion hazard monitoring equipment is
Monitoring hazards and
observed and a dangerous state of the
following evacuation
hazard is identified (e.g. by using gas
procedures.
detectors).
1.3 Take actions to limit 1.3.1 Variations outside normal operating
risk of an explosion conditions are reported and documented
in accordance with established
procedures.
1.3.2 Established procedures are followed in
the event of a potential or immediate
hazardous condition arising from any non- Following plant and electrical
conformance identified in isolation procedures.
equipment/wiring or changes in the
explosion hazard to a dangerous state.
 – 16 – IECEx OD 504 © IEC:2014(E)

Scope limitations
Scope limitations by Explosion protection technique are applicable to Unit Ex 001 (refer Table
4.1).

Evidence guide – Critical aspects of evidence

Evidence of competence in this unit shall show:

a) proficient performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace according to
Table in 4.3.3.
b) a basic understanding of the knowledge and associated skills essential to performance as
given in:
5.3 Explosive atmospheres and explosion-protection principles
5.4 Explosion-protected equipment – Ex certification schemes
5.5 Explosion-protected equipment – Principles
5.6 Explosion-protection visual checks
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques

4.4 Unit Ex 002 – Perform classification of hazardous areas

Scope
This Unit of Competence covers knowledge and skills to classify areas where explosive
materials may exist. It requires the ability to gather and analyse data relative to explosion
hazards, determine the extent of risk and establish and document zones (noting that the zoning
of hazardous areas can be different depending on national regulations and rules).

This unit of competence is based on IEC 60079-10-1 and IEC 60079-10-2 and any other relevant
standard that apply to this Unit of Competence.

Prerequisites
Competence in this unit requires a degree, diploma or equivalent in a technical subject.

The area classification should be carried out by those who understand the relevance and
significance of properties of flammable materials and those who are familiar with the process
and the equipment along with safety, electrical, mechanical and other qualified engineering
personnel.
IECEx OD 504 © IEC:2014(E) – 17 –

Elements and performance criteria

Elements Performance criteria Critical aspects of evidence

2.1 Determine the type 2.1.1 Functions and process equipment in the Accessing necessary
and extent of area are determined and hazardous information and identifying
explosion hazard materials identified from specifications, hazardous products involved
hazard and risk and/or written in a given process, explosive
consultation with process specialist properties of materials
personnel. involved in a given process,
and potential sources and
characteristics of release of
hazardous products.
2.1.2 Explosion and physical properties of
hazardous materials are listed, together
with the title of the authority from which
the data is obtained.
2.1.3 Gas groupings and temperature class of
flammable gases, vapours and/or dusts
that may be present in the area are
established from collected data.
2.1.4 Potential sources of release and/or
dusts layering are identified from
Analysing data in the context
specifications, and/or written
of explosion risk.
consultation with process specialist
personnel.
2.2 Establish the type 2.2.1 Zones are determined by similarity to Determining area delineation
and extent of zones examples in Standards or from first and documenting area
principles. classifications.
2.2.2 Where first principles are used, grades,
sources and magnitude of release and
dusts layering are established from
specifications and diagrams and
reviewed with process specialist
personnel.
2.3 Document 2.3.1 Area classification documentation is
classification and completed in accordance with
delineation of zones requirements and submitted to
appropriate personnel.
2.3.2 Classification documentation records
are filed for future reference and for
incorporation in the verification dossier.

Scope limitations
Scope limitations by Group are applicable to Unit Ex 002 (refer Table 4.1).

Evidence guide – Critical aspects of evidence

Evidence of competence in this unit shall show:

a) Competent performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace and
encompassing the aspects for which competence is sought according to Table in 4.4.3
b) An understanding of the knowledge and associated skills essential to performance as given
in:
5.3 Explosive atmospheres and explosion-protection principles
5.7 Explosive atmospheres classification techniques
c) A practical application of the knowledge and skills essential to performance as given in:
5.8 Hazardous area classification work performance
 – 18 – IECEx OD 504 © IEC:2014(E)

4.5 Unit Ex 003 – Install explosion-protected equipment and wiring systems

Scope
This Unit of Competence covers the explosion-protection aspects for installing explosion-
protected and associated equipment and wiring systems. It requires the ability to match
equipment with that specified for a given location, work safely, and to installation Standards
and complete the necessary installation documentation.

This unit of competence is based on IEC 60079-14 and any other relevant standard that apply
to this Unit of Competence.

For installation all types of protection shall be understood.

Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as College Certificates and Vocational qualifications
etc.

For an operative a minimum 3 years experience in industrial electrical installation practice.

For a responsible person a minimum 3 years experience in Ex industrial electrical installation
practice relevant to the scope of the unit of competence being applied for taking into account
the scope limitations.
Competence in this unit shall be assessed either concurrently with or after Unit Ex 001 – Apply
basic principles of protection in explosive atmospheres (see Annex A).
NOTE This experience can include time spent under general supervision.

Elements and performance criteria

4.5.3.1 Criteria for an operative
Elements Performance criteria Critical aspects of evidence
3.1 Prepare for 3.1.1 OH&S policies and procedures for Working safely in a
installation of preparing to work in a hazardous area hazardous area including, the
equipment and wiring are followed. use of work permits and
clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation.
3.1.2 Types of explosion-protected Checking equipment against
equipment and wiring systems to be certification documents
installed are verified from design including conditions of
documents. certification relating to the
safe use.
3.1.3 Location in which specific items of Checking equipment against
equipment and circuits are to be certification documents
installed is determined from design including conditions of
documents. certification relating to the
safe use.
3.1.4 Explosion-protected equipment Checking equipment against
markings are checked to ensure they certification documents
conform to design specifications and including conditions of
certification documents. certification relating to the
safe use.
3.1.5 Certification document supplied with
Preparation of installation
each item of equipment is collected
documentation.
and collated.
3.1.6 Special tools, equipment and testing Working safely in a
devices needed to carry out the hazardous area including, the
installation work are obtained and use of work permits and
checked for correct operation and clearances, hazard
safety. monitoring and evacuation
procedures, and plant and
electrical isolation.
IECEx OD 504 © IEC:2014(E) – 19 –

Elements Performance criteria Critical aspects of evidence

3.2 Install the equipment 3.2.1 OH&S policies and procedures for Working safely in a
and wiring systems working in a hazardous area are hazardous area including, the
followed. use of work permits and
clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation.
3.2.2 Equipment is installed to conform with Handling and installing
design specifications, Standards and equipment and wiring in a
within the limits specified by the manner that does not reduce
equipment certification. the type of protection
afforded by the equipment
design.
Checking equipment against
certification documents
including conditions of
certification relating to the
safe use.
3.2.3 Equipment and wiring system Handling and installing
components are dismantled where equipment and wiring in a
necessary and parts stored to protect manner that does not reduce
them against loss or damage. the type of protection
afforded by the equipment
design.
3.2.4 Equipment and wiring are installed in Handling and installing
a manner that does not reduce the equipment and wiring in a
type of protection afforded by the manner that does not reduce
equipment design. the type of protection
afforded by the equipment
design.
3.2.5 Circuits are tested prior to connection
to devices to ensure resistance of
Testing installed
earthing is sufficiently low, installation
cables/circuits to ensure they
resistance is safe, polarity and
are safe.
connections are correct and each
circuit complies with requirements.

4.5.3.2 Criteria for a responsible person

Elements Performance criteria Critical aspects of evidence

3.3 Prepare for 3.3.1 Certification document supplied with

Documenting installation
installation of each item of equipment is collected for
completion.
equipment and wiring forwarding to appropriate personnel.
3.4 Confirm that the 3.4.1 Arrangements are made, in
installation is accordance with requirements, for an Documenting installation
completed initial inspection to be carried out on completion.
the installation.
3.4.2 Appropriate action is taken to rectify
Verifying equipment has
non-conformances found during the
been installed according to
initial inspection to ensure the
installation design
installation complies with
specifications.
requirements.
3.4.3 The completed installation is
documented in accordance with
Documenting installation
requirements and forwarded to
completion.
personnel responsible for compiling
the verification dossier.

Scope limitations
Scope limitation by Explosion protection technique, Product Type, Group or Voltage are
applicable to Unit Ex 003 (refer Table 4.1). Any scope limitations shall be included in the
application according to OD 502.
 – 20 – IECEx OD 504 © IEC:2014(E)

Evidence guide – Critical aspects of evidence

In addition to the requirements of 4.3.5 evidence of competence in this unit shall show:

a) Competent performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace and
encompassing the following aspects for which competence is sought according to the
Tables in 4.5.3.
b) An understanding of the knowledge and associated skills essential to performance as given
in:
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
5.22 Explosive atmospheres installation requirements
5.23 Explosive atmospheres cable termination techniques
c) A practical application of the knowledge and skills essential to performance as given in:
5.24 Hazardous area installation work performance
5.25 Hazardous area maintenance work performance
5.26 Hazardous area operations reporting work performance

4.6 Unit Ex 004 – Maintain equipment in explosive atmospheres

Scope
This Unit of Competence covers the explosion-protection aspects for maintaining explosion-
protected and associated equipment and wiring systems including plant maintenance schemes.
It requires the ability to develop and manage maintenance programs incorporating strategies
for inspections, repair/overhaul/replacement of components and recording of maintenance
outcomes. This includes the ability to follow a maintenance program, work safely, carry out
maintenance to Standards and manufacturer’s instructions and complete the necessary
maintenance documentation.
This unit of competence is based on IEC 60079-17 and any other relevant standards that apply
to this Unit of Competence.
Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as College Certificates and Trade Credentials etc.
For an operative a minimum 3 years experience in industrial maintenance practice.
For a responsible person a minimum 3 years experience in Ex maintenance practice relevant
to the scope of the unit of competence being applied for taking into account the scope
limitations.
NOTE 1 This experience can include time spent under general supervision.
IECEx OD 504 © IEC:2014(E) – 21 –

Competence in this unit shall be assessed either concurrently with or after Unit Ex 001 – Apply
basic principles of protection in explosive atmospheres (see Annex A). In addition, if the scope
limitation requires, the achievement of competence in developing and managing general
electrical/instrumentation maintenance programs will satisfy the prerequisite (see Annex A).
NOTE 2 For work on wiring and equipment operating above 1000 V a.c. or 1500 V d.c. competence in high voltage
switching and safe isolation should be held.

Elements and performance criteria

4.6.3.1 Criteria for an operative
Elements Performance criteria Critical aspects of evidence

4.1 Prepare to carry out 4.1.1 OH&S policies and procedures for Working safely in a hazardous
maintenance preparing to work in a hazardous area in relation to, work permits
area are followed. and clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation. Following
established maintenance
procedures.
4.1.2 Area classification and details of
explosion-protected equipment and
wiring are ascertained from Following established
hazardous area layout drawings and maintenance procedures.
equipment certification documents
held in the verification dossier.
4.1.3 Extent of maintenance to be
conducted is established from the Following established
maintenance schedule and reports maintenance procedures.
held in the verification dossier.
4.1.4 Special tools, equipment and testing
devices needed to carry out the
Following established
maintenance work are obtained and
maintenance procedures.
checked for correct operation and
safety.
4.2 Carry out 4.2.1 OH&S policies and procedures for Working safely in a hazardous
maintenance working in a hazardous area are area in relation to, work permits
followed. and clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation. Following
established maintenance
procedures.
4.2.2 Work is carried out to planned
Following established
schedule to ensure all items are
maintenance procedures.
correctly maintained.
4.2.3 Equipment is checked and tested in
Identifying defects and faults.
accordance with established
Following established
procedures to determine whether it
maintenance procedures.
functions correctly, complies with
Applying relevant contingency
approval documentation and is not
management skills.
subject to deterioration or damage.
4.2.4 Equipment is adjusted or repaired Identifying defects and faults.
within the limits permitted by the Following established
equipment certification and in maintenance procedures.
accordance with manufacturers’ Applying relevant contingency
instructions. management skills.
4.2.5 Certification documentation for
replacement equipment is sighted to Following established
ensure that it is identical to the maintenance procedures.
equipment it replaces and is in Applying relevant contingency
accordance with the explosion- management skills.
protection system design.
 – 22 – IECEx OD 504 © IEC:2014(E)

Elements Performance criteria Critical aspects of evidence

4.2.6 Circuits of equipment being

withdrawn from service are Documenting maintenance
terminated or isolated safely and in details. Applying relevant
the manner approved for the contingency management skills.
classification of the area.
4.2.7 Flexible cables and cords are
Following established
examined and removed from service
maintenance procedures.
if they are not in immediate use or
Applying relevant contingency
are found to be defective or
management skills.
damaged.
4.2.8 Spare equipment, flexible cables and Following established
cords are maintained and suitably maintenance procedures.
stored where they are not likely to Applying relevant contingency
suffer deterioration or damage. management skills.
4.3 Complete 4.3.1 Detailed inspection of explosion-
maintenance work protected equipment and systems Following established
inspections and subject to the maintenance work is maintenance procedures.
documentation arranged in accordance with Applying relevant contingency
established procedures and management skills.
requirements.
4.3.2 Results of inspections and Following established
maintenance activities are recorded maintenance procedures.
in accordance with established Applying relevant contingency
procedures and requirements. management skills.
4.3.3 Appropriate personnel are notified of
the completion of maintenance and
Following established
details are documented in
maintenance procedures.
accordance with established
procedures and requirements.
4.4 Establish 4.4.1 Policies and procedures are
Following established
maintenance developed to include OH&S
maintenance procedures.
requirements practices, skills required and
Applying relevant contingency
frequency and level of maintenance
management skills.
work.
4.4.2 Systems are established to manage Following established
and record maintenance work and maintenance procedures.
up-to-date verification dossier, in Applying relevant contingency
accordance with requirements. management skills.
4.4.3 Level of repair to be done under Following established
maintenance work is established in maintenance procedures.
accordance with requirements. Applying relevant contingency
management skills.
4.4.4 Arrangements are made to check Following established
that the hazardous area, explosion- maintenance procedures.
protected equipment and installation Applying relevant contingency
comply with the verification dossier. management skills.
4.4.5 Discrepancies between the
explosion-protected equipment and
installation and the verification
Identify and report details to a
dossier are documented and
responsible person.
arrangements made to ensure that
the explosion-protection systems are
adequate for the area classification.

4.6.3.2 Criteria for a responsible person

Elements Performance criteria Critical aspects of evidence
4.5 Prepare to carry out 4.5.1 OH&S policies and procedures for Working safely in a hazardous
maintenance preparing to work in a hazardous area in relation to, work permits
area are followed. and clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation. Following
established maintenance
procedures. Applying relevant
contingency management skills.
IECEx OD 504 © IEC:2014(E) – 23 –

Elements Performance criteria Critical aspects of evidence

4.5.2 Area classification and details of

explosion-protected equipment and Following established
wiring are ascertained from maintenance procedures.
hazardous area layout drawings and Applying relevant contingency
equipment certification documents management skills.
held in the verification dossier.
4.5.3 Extent of maintenance to be Following established
conducted is established from the maintenance procedures.
maintenance schedule and reports Applying relevant contingency
held in the verification dossier. management skills.
4.5.4 Special tools, equipment and testing
Following established
devices needed to carry out the
maintenance procedures.
maintenance work are obtained and
Applying relevant contingency
checked for correct operation and
management skills.
safety.
4.6 Carry out 4.6.1 OH&S policies and procedures for Working safely in a hazardous
maintenance working in a hazardous area are area in relation to, work permits
followed. and clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation. Following
established maintenance
procedures. Applying relevant
contingency management skills.
4.6.2 Work is carried out to planned Following established
schedule to ensure all items are maintenance procedures.
correctly maintained. Applying relevant contingency
management skills.
4.7 Complete 4.7.1 Appropriate personnel are notified of Following established
maintenance work the completion of maintenance and maintenance procedures.
inspections and details are documented in Applying relevant contingency
documentation accordance with established management skills.
procedures and requirements.
4.8 Establish 4.8.5 Discrepancies between the Following established
maintenance explosion-protected equipment and maintenance procedures.
requirements installation and the verification Applying relevant contingency
dossier are documented and management skills.
arrangements made to ensure that
the explosion-protection systems are
adequate for the area classification.
4.9 Develop and 4.9.1 Maintenance schedules are
Following established
implement developed from recommendations of
maintenance procedures.
maintenance Standards and equipment
Applying relevant contingency
schedule manufacturers and in accordance
management skills.
with requirements.
4.9.2 Procedures are developed and
Following established
implemented to ensure the
maintenance procedures.
maintenance program is followed in
Applying relevant contingency
accordance with the planned
management skills.
schedule and site requirements.
4.9.3 Procedures are developed and
Following established
implemented to ensure the
maintenance procedures.
verification dossier is maintained in
Applying relevant contingency
accordance with planned schedule
management skills.
and site requirements.
4.10 Evaluate 4.10.1 Periodic and sample inspection
Following established
maintenance program reports are used to ascertain
maintenance procedures.
maintenance quality and the need for
Applying relevant contingency
revision of maintenance schedule
management skills.
and frequency.
4.10.2 Maintenance schedule is periodically Following established
reviewed and revised to maintain the maintenance procedures.
integrity of the explosion-protection Applying relevant contingency
system. management skills.
 – 24 – IECEx OD 504 © IEC:2014(E)

Scope limitations
Scope limitation by Explosion protection technique, Product Type, Group or Voltage are
applicable to Unit Ex 004 (refer Table 4.1). Any scope limitations shall be included in the
application according to OD 502.

Evidence guide – Critical aspects of evidence

In addition to the requirements of 4.3.5 evidence of competence in this unit shall show:

a) Competent performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace and
encompassing the following aspects for which competence is sought according to the
Tables in 4.6.3.
b) An understanding of the knowledge and associated skills essential to performance as given
in
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
5.23 Explosive atmospheres cable termination techniques
5.27 Explosive atmospheres maintenance requirements
5.28 Explosive atmospheres management
c) A practical application of the knowledge and skills essential to performance as given in:
5.25 Hazardous area maintenance work performance
5.26 Hazardous area operations reporting work performance
5.29 Hazardous area maintenance work performance

4.7 Unit Ex 005 – Overhaul and repair of explosion-protected equipment

Scope
This Unit of Competence covers the explosion-protection aspects of overhauling and repairing
explosion-protected equipment both at a craftsperson (operative) level and as the responsible
person for verifying compliance after such overhaul and/or repair. For the operative it requires
the ability to identify and select authorized components, follow repair specifications to effect
the overhaul/repair of equipment and complete repair documentation. For the Responsible
Person it requires the ability to establish and document the level of work required, arranging for
the overhaul/repair to be carried out, verify compliance of overhauled/repaired equipment and
complete the necessary documentation.

This unit of competence is based on IEC 60079-19 and any other relevant standards that may
apply.
IECEx OD 504 © IEC:2014(E) – 25 –

Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as College Certificates and Trade Credentials etc.
For an operative a minimum 3 years experience in the overhaul and repair of general electrical,
electronic and/or mechanical equipment relevant to the scope of the unit of competence being
applied for taking into account the scope limitations.
For a responsible person a minimum 3 years experience in the servicing of Ex electrical,
electronic and/or mechanical equipment relevant to the scope of the unit of competence being
applied for taking into account the scope limitations.
Elements and performance criteria
4.7.3.1 Criteria for an operative
Elements Performance criteria Critical aspects of evidence

5.1 Prepare for 5.1.1 Equipment to be overhauled or repaired Identifying equipment from its
overhaul/repair of is identified by its markings and marking and certification
equipment certification documentation. documentation.
5.1.2 Specifications and instructions for the Confirming the expected
overhaul/repair work are received and outcomes of the
expected outcomes of the work overhaul/repair work.
confirmed with the responsible person*.
5.1.3 Special tools, equipment and testing Checked for correct
devices needed to carry out the operation, safety and
overhaul or repair work are obtained currency of calibration
and checked for correct operation, certification.
safety and currency of calibration
certification.
5.2 Carry out the 5.2.1 Specifications and instructions for the Following overhaul/repair
overhaul or repair overhaul/repair work are followed in specifications and
work accordance with established instructions.
procedures.
5.2.2 Replacement parts and components Identifying replacement parts
used in the overhaul or repair are and components as being
identified as being authorized by the authorized by the equipment
equipment manufacturer. manufacturer.
5.2.3 Overhaul/repair of equipment is done in Following overhaul/repair
a manner that does not reduce the type specifications and
of protection afforded by the equipment instructions.
design.
5.2.4 Quality checks are made to ensure that Using quality systems.
the overhaul/repair of the equipment
complies with the overhaul/repair
specifications and instruction.
5.3 Document 5.3.1 Overhaul/repair work carried out is Documenting overhaul/repair
overhaul/repair work documented in accordance with work.
established quality procedures.
5.3.2 The responsible person is notified of the Documenting overhaul/repair
completion of the work in accordance work.
with established quality procedures.

4.7.3.2 Criteria for a Responsible Person

In addition to the requirements detailed in 4.7.3.1 the responsible person shall demonstrate the
following:

Elements Performance criteria Critical aspects of evidence

5.4 Prepare for 5.4.1 Instructions on overhaul and/or repair Establishing contract
overhaul/repair of are received and expected outcomes requirements with owner or
equipment of the work confirmed with appropriate operator of the equipment.
personnel. Using quality systems.
 – 26 – IECEx OD 504 © IEC:2014(E)

Elements Performance criteria Critical aspects of evidence

5.4.2 Certification documents for the Interpreting certification

equipment are sought and received in documentation and Standards.
order to check that the equipment Measuring, testing and
complies with the certification. inspecting equipment for
compliance with certification
and Standards using quality
systems.
5.5 Establish the level 5.5.1 The extent of work to be done is Measuring, testing and
of overhaul required determined from measurement, test inspecting equipment for
and inspection results and their compliance with certification
correspondence with original and Standards. Using quality
certification and the requirements of systems.
Standards. Results of measurements,
tests and inspection passed to the
Responsible Person.
5.5.2 Specifications and instructions for the Specifying overhaul/repair
overhaul/repair work are documented work. Using quality systems.
in accordance with requirements.
5.6 Arrange 5.6.1 Arrangements are made for the Specifying overhaul/repair
overhaul/repair work overhaul/repair work to be done in work. Using quality systems.
accordance with established
procedures.
5.6.2 A copy of overhaul/repair Specifying overhaul/repair
specifications and instructions is work. Using quality systems.
provided to personnel responsible for
carrying out the work.
5.7 Verify that 5.7.1 Level of testing required to verify that Measuring, testing and
equipment complies overhauled/repaired equipment inspecting equipment for
with original complies with original certification compliance with certification
certification specifications is determined in and Standards. Using quality
accordance with requirements. systems.
5.7.2 Verification tests are conducted in Measuring, testing and
accordance with established inspecting equipment for
procedures. compliance with certification
and Standards. Using quality
systems.
5.8 Document 5.8.1 Equipment marking is checked and Using quality systems.
overhaul/repair work marked where applicable, in
accordance with original certification.
5.8.2 Overhaul/repair work is documented in Documenting overhaul/repair
accordance with requirements stating work. Using quality systems.
that the equipment complies with the
original certification or type of
protection standard.
5.8.3 Documentation of the repair work is Documenting overhaul/repair
retained, and a copy is issued with the work. Using quality systems.
equipment for inclusion in the Repair
Facility Records (see 4.4.1.5.3 of
IEC 60079-19

Scope limitations
The scope limitations will clearly state the Unit of Competence applies for either an Operative
or a Responsible person. Scope limitation by Explosion protection technique, Product Type,
Group or Voltage are applicable to Unit Ex 005 (refer Table 4.1). Any scope limitations shall be
included in the application according to OD 502.
Critical aspects of evidence for both operative and responsible person
Evidence of competence in this unit shall show:
a) Competent performance associated with each element by employing the techniques,
procedures, information and resources available in the workplace and encompassing the
following aspects for which competence is sought according to the Tables in 4.7.3.
IECEx OD 504 © IEC:2014(E) – 27 –

b) An understanding of the knowledge and associated skills essential to performance as given

in:
Basic elements from:
5.3 Explosive atmospheres and explosion-protection principles
5.4 Explosion-protected equipment – Ex certification schemes
5.5 Explosion-protected equipment – Principles
5.6 Explosion-protection visual checks
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
5.30 Explosion-protected equipment overhaul and repair – General requirements
5.31 Explosion-protected equipment overhaul and repair specific to each technique
c) A practical application of the knowledge and skills essential to performance as given in:
5.32 Explosion-protected equipment overhaul and repair work performance – operative

Critical aspects of evidence for the Responsible Person

In addition to the requirements of 4.7.5 the Responsible Person requires an understanding of
the knowledge and associated skills essential to performance as follows:
5.33 Explosion-protected equipment overhaul and repair work performance –
Responsible Person

4.8 Unit Ex 006 – Test electrical installations in or associated with explosive

atmospheres
Scope
This Unit of Competence covers testing electrical installations for explosive atmospheres. It
requires the ability to select, prepare and use appropriate testing devices, work safely and to
Standards and to interpret and record test results.

This unit of competence is based on IEC 60079-14 and any other relevant standards that may
apply.

Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as College Certificates and Trade Credentials etc.

A minimum 3 years experience in industrial electrical installation practice is required.

Competence in this unit shall be assessed either concurrently with or after Unit Ex 001 – Apply
basic principles of protection in explosive atmospheres (see Annex A).
 – 28 – IECEx OD 504 © IEC:2014(E)

NOTE For work on wiring and equipment operating above 1000 V a.c. or 1500 V d.c. competence in high voltage
switching and safe isolation should be held.

Elements and performance criteria

Elements Performance criteria Critical aspects of evidence
6.1 Prepare to conduct 6.1.1 OH&S policies and procedures for Working safely in a
testing preparing to work in an area where an hazardous area in relation to
explosive atmosphere may be present are work permits and clearances,
followed. hazard monitoring and
evacuation procedures, and
plant and electrical isolation.
6.1.2 Area classification is ascertained from the
hazardous area layout drawings or other Identifying the nature of the
classification documents. hazardous area and location
6.1.3 Location of each item of equipment and of of equipment and circuits to
circuits subject to testing are determined be tested.
from design drawings and documentation.
6.1.4 Special tools, equipment and testing Selecting appropriately
devices needed for the testing work are certified testing devices and
obtained and checked for correct approved tools.
operation and safety.
6.2 Conduct testing 6.2.1 OH&S policies and procedures for Working safely in a
working in a hazardous area are followed. hazardous area in relation to
work permits and clearances,
hazard monitoring and
evacuation procedures, and
plant and electrical isolation.
6.2.2 Parts of equipment that are dismantled in Reassembling/reconnecting
order to conduct testing are stored to equipment at the completion
protect them against loss or damage. of testing that ensures the
integrity of the explosion-
protection system is
maintained.
6.2.3 Certified and approved low energy testing Selecting appropriately
devices are selected and used to test into certified testing devices and
areas where explosive hazard may be approved tools.
present.
6.2.4 Sensitive circuit components required to Conducting required tests
be tested, which are likely to be damaged correctly and without
by high test voltages, are tested by an damaging circuits or
appropriate testing method. equipment.
6.2.5 Tests necessary to determine whether the Conducting required tests
installation complies with requirements for correctly and without
the explosion-protection techniques to be damaging circuits or
used and for electrical safety are equipment.
conducted in accordance with established
procedures.
6.2.6 When testing has been completed, Reassembling/reconnecting
equipment parts and circuit connections equipment at the completion
are replaced in a manner that ensures the of testing that ensures the
integrity of the explosion-protection integrity of the explosion-
system. protection system is
maintained.
6.3 Confirm and 6.3.1 Non-conformances and faults revealed by Identifying non-conformances
document test the testing and the resulting and faults from test results.
results recommended actions are documented Documenting testing
and reported to appropriate personnel. outcomes.
6.3.2 Completion of testing is verified and a Documenting testing
copy of the testing documentation outcomes.
submitted to the appropriate personnel for
inclusion in the verification dossier in
accordance with established procedures.
IECEx OD 504 © IEC:2014(E) – 29 –

Scope limitations
The scope limitations will clearly state the Unit of Competence applies for either an Operative
or a Responsible person. Scope limitation by Explosion protection technique, Group or Voltage
are applicable to Unit Ex 006 (refer Table 4.1). Any scope limitations shall be included in the
application according to OD 502
Critical aspects of evidence
In addition to the requirements of 4.3.5 evidence of competence in this unit shall show:

a) Competent performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace and
encompassing the following aspects for which competence is sought according to Table in
4.8.3.
b) An understanding of the knowledge and associated skills essential to performance as given
in:
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
5.22 Explosive atmospheres installation requirements
5.23 Explosive atmospheres cable termination techniques
5.34 Explosive atmospheres installation testing
c) A practical application of the knowledge and skills essential to performance as given in:
5.35 Hazardous area installation testing work performance

4.9 Unit Ex 007 – Perform visual and close inspection of electrical installations
in or associated with explosive atmospheres
Scope
This Unit of Competence covers evaluating the completeness of a hazardous area verification
dossier and compliance of the explosion-protected aspects of the electrical installations within
the constraints of a visual or close inspection. It requires the ability to work safely in a hazardous
area, evaluate a verification dossier, identify explosion-protected equipment with their
certification and specified location, inspect an installation for compliance and report and act on
inspection results.

This unit of competence is based on IEC 60079-14 and IEC 60079-17 and any other relevant
standards that may apply.

Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as College Certificates and Trade Credentials etc
 – 30 – IECEx OD 504 © IEC:2014(E)

For an operative a minimum 3 years experience in industrial electrical installation practice.

For a responsible person a minimum 3 years experience in Ex electrical installation practice
relevant to the scope of the unit of competence being applied for taking into account the scope
limitations.
Competence in this unit shall be assessed either concurrently with or after Unit Ex 001 – Apply
basic principles of protection in explosive atmospheres (see Annex A).
NOTE For work on wiring and equipment operating above 1000 V a.c. or 1500 V d.c. competence in high voltage
switching and safe isolation should be held.
Elements and performance criteria
4.9.3.1 Criteria for an operative
Elements Performance criteria Critical aspects of evidence
7.1 Prepare for 7.1.1 Type and intended location of each item Identifying components of an
inspection of equipment and circuits subject to installation and their location
inspection are determined from design from documentation retained
drawings and documentation. in the verification dossier.
7.1.2 OH&S policies and procedures for Working safely in a
preparing to work in a hazardous area are hazardous area in relation to,
followed. work permits and clearances,
hazard monitoring and
evacuation procedures, and
plant and electrical isolation
7.1.3 Special tools, equipment and devices Working safely in a
needed for the inspection are obtained hazardous area in relation to,
and checked for correct operation and work permits and clearances,
safety. hazard monitoring and
evacuation procedures, and
plant and electrical isolation
7.2 Conduct inspection 7.2.1 OH&S policies and procedure for working
in a hazardous area are followed.
7.2.2 Where necessary, access equipment is Working safely in a
used to identify equipment against their hazardous area in relation to,
certification documentation and specified work permits and clearances,
location. hazard monitoring and
evacuation procedures, and
plant and electrical isolation
7.2.3 Equipment, systems and installation are
inspected within the scope of the Identifying components of an
regulatory requirements for compliance installation and their location
with the design specifications retained in from documentation retained
the verification dossier and in accordance in the verification dossier.
with requirements.
7.3 Report inspection 7.3.1 Any non-conformances, faults or Identifying compliant and
results unauthorized modifications identified by non-compliant explosion-
the visual inspection are documented in protected aspects of an
accordance with established procedures. electrical installation.
7.3.2 Where applicable, a non-conformance
report, including the actions taken and a
Documenting inspection
statement on whether circuits have been
outcomes.
re-energized, is made and forwarded to
the appropriate personnel.
7.3.3 Where applicable, documentation in
relation to all aspects of the inspection
Documenting inspection
forwarded to the appropriate personnel for
outcomes.
inclusion in the verification dossier in
accordance with requirements.

4.9.3.2 Criteria for a responsible person

Elements Performance criteria Critical aspects of evidence
7.4 Evaluate records 7.4.1 Records system is reviewed to verify that
Recognizing the
system essential hazardous area documentation
completeness of a
is retained and procedures for maintaining
verification dossier.
records are established.
IECEx OD 504 © IEC:2014(E) – 31 –

7.4.2 Hazardous area classification and design

drawings and documentation are checked Recognizing the
to verify that appropriate procedures have completeness of a
been followed in assuring the area is verification dossier.
safe.

Scope limitations
The scope limitations will clearly state the Unit of Competence applies for either an Operative
or a Responsible person. Scope limitation by Group or Voltage are applicable to Unit Ex 007
(refer Table 4.1). Any scope limitations shall be included in the application according to OD
502.
Critical aspects of evidence
In addition to the requirements of 4.3.5 evidence of competence in this unit shall show:

a) Competent performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace and
encompassing the following aspects for which competence is sought according to the
Tables in 4.9.3.
b) An understanding of the knowledge and associated skills essential to performance as given
in:
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
5.22 Explosive atmospheres installation requirements
5.36 Explosive atmospheres visual and close inspection requirements
c) A practical application of the knowledge and skills essential to performance as given in:
5.37 Hazardous area visual and close inspection work performance

4.10 Unit Ex 008 – Perform detailed inspection of electrical installations in or

associated with explosive atmospheres
Scope
This Unit of Competence covers the explosion-protection aspects of conducting initial, periodic
and sample audit inspections of explosion-protected equipment and installations. It requires the
ability to audit a verification dossier, work safely in a hazardous area, inspect against Standards
and report and act on inspection results.

This unit of competence is based on IEC 60079-14 and IEC 60079-17 and any other relevant
standards that may apply.
 – 32 – IECEx OD 504 © IEC:2014(E)

Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as College Certificates and Trade Credentials etc.

For an operative a minimum 3 years experience in general electrical installation practice.

For a responsible person a minimum 3 years experience in Hazardous Area installation practice.
Competence in this unit shall be assessed either concurrently with or after Unit Ex 001 – Apply
basic principles of protection in explosive atmospheres (see Annex A).
NOTE For work on wiring and equipment operating above 1000 V a.c. or 1500 V d.c. competence in high voltage
switching and safe isolation should be held.
Elements and performance criteria
4.10.3.1 Criteria for an operative
Elements Performance criteria Critical aspects of evidence

8.1 Prepare for

inspection
8.1.1 Areas classification is ascertained from Working safely in a
hazardous area layout drawings retained hazardous area in relation to,
in the verification dossier. work permits and clearances,
hazard monitoring and
evacuation procedures, and
plant and electrical isolation.
8.1.2 Type and intended location of each item Working safely in a
of equipment and circuits subject to hazardous area in relation to,
inspection are determined from design work permits and clearances,
drawings and documentation. hazard monitoring and
evacuation procedures, and
plant and electrical isolation.
8.1.3 OH&S policies and procedures for
preparing to work in a hazardous area are
followed.
8.1.4 Special tools, equipment and devices
needed for the inspection are obtained
and checked for correct operation and
safety.
8.2 Conduct inspection 8.2.1 OH&S policies and procedure for working Working safely in a
in a hazardous area are followed. hazardous area in relation to,
work permits and clearances,
hazard monitoring and
evacuation procedures, and
plant and electrical isolation.
8.2.2 Parts of equipment that are dismantled in Handling dismantled parts of
order to conduct inspection are stored to equipment appropriately.
protect them against loss or damage.
8.2.3 Equipment, systems and installation are Conducting detailed
inspected for compliance with the design inspections in accordance
specifications retained in the verification with requirements and
dossier and in accordance with procedures.
requirements.
8.2.4 Where applicable, after the inspection of Replacing equipment parts
each item, equipment parts and circuit and connections at the
connections are replaced in a manner that completion of the inspection
ensures the integrity of the explosion- of each item that ensures the
protection system. integrity of the explosion-
protection system.
8.3 Report inspection 8.3.1 Any non-conformances, faults or
results unauthorized modifications are Documenting inspection
documented in accordance with outcomes.
established procedures.
IECEx OD 504 © IEC:2014(E) – 33 –

4.10.3.2 Criteria for a responsible person

Elements Performance criteria Critical aspects of evidence

8.4 Prepare for 8.4.1 Type of inspection is ascertained from the Determining the extent of the
inspection inspection schedule retained in the inspection and location of
verification dossier. equipment.
8.5 Report inspection 8.5.1 Where applicable, a non-conformance Documenting inspection
results report, including the actions taken and a outcomes.
statement on whether circuits have been
re-energized, is made and forwarded to
the appropriate personnel.
8.5.2 Documentation in relation to all aspects of
the inspection forwarded to the
Documenting inspection
appropriate personnel for inclusion in the
outcomes.
verification dossier in accordance with
requirements.

Scope limitations
The scope limitations will clearly state the Unit of Competence applies for either an Operative
or a Responsible person. Scope limitation by Explosion protection technique, Group or Voltage
are applicable to Unit Ex 008 (refer Table 4.1). Any scope limitations shall be included in the
application according to OD 502.
Critical aspects of evidence
In addition to the requirements of 4.3.5 evidence of competence in this unit shall show:

a) Competent performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace and
encompassing the following aspects for which competence is sought according to the
Tables in 4.10.3.
b) An understanding of the knowledge and associated skills essential to performance as given
in
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
5.22 Explosive atmospheres installation requirements
5.23 Explosive atmospheres cable termination techniques
5.27 Explosive atmospheres maintenance requirements
5.36 Explosive atmospheres visual and close inspection requirements
5.38 Explosive atmospheres detailed inspection techniques
c) A practical application of the knowledge and skills essential to performance as given in:
5.37 Hazardous area visual and close inspection work performance
5.39 Hazardous area detail inspection work performance
 – 34 – IECEx OD 504 © IEC:2014(E)

4.11 Unit Ex 009 – Design electrical installations in or associated with explosive

atmospheres
Scope
This Unit of Competence covers the explosion-protection aspects of designing electrical power,
control and instrumentation systems and installations. It requires the ability to establish design
briefs and to pursue economical and effective explosion-protection design solutions.

This unit of competence is based on IEC 60079-14 and any other relevant standards that may
apply.

Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as Degree, Diploma and College Certificates etc

A minimum 3 years experience in general electrical installation design or supervised Hazardous

Area installation design.

Competence in this unit shall be assessed either concurrently with or after Unit Ex 001 – Apply
basic principles of protection in explosive atmospheres (see Annex A).

Elements and performance criteria

Elements Performance criteria Critical aspects of evidence

9.1 Establish design 9.1.1 Site and plant specifications are Accessing and interpreting
brief obtained and reviewed to establish the relevant information
system requirements.
9.1.2 Classification of the area is obtained Accessing and interpreting
from the hazardous area layout drawings relevant information
or other classification documents.
9.1.3 Organizational policies and Accessing and interpreting
specifications for hazardous area relevant information
electrical systems are obtained or
established with the appropriate
personnel.
9.2 Design system and 9.2.1 Safety, functional and economic Providing design options and
installation considerations are incorporated in justifications including hazard
system design. risk, functionality and
economic considerations.
9.2.2 Design complies with all hazardous area Providing design options and
requirements and includes specifications justifications including hazard
and all other necessary documentation risk, functionality and
for explosion-protected equipment, economic considerations.
accessories and wiring systems.
9.3 Check and finalise 9.3.1 Design is checked under established Following checking and
design procedures for compliance with all documentation procedures.
relevant requirements.
9.3.2 Design is submitted for appropriate Following checking and
organizational approval and, where documentation procedures.
applicable, statutory or regulatory
approval.
9.3.3 Approved copies of design documents Following checking and
are issued for retention in the documentation procedures.
verification dossier, in accordance with
established procedures and
requirements.

Scope limitations
The scope limitations will clearly state the Unit of Competence applies for either an Operative
or a Responsible person. Scope limitation by Explosion protection technique, Group or Voltage
IECEx OD 504 © IEC:2014(E) – 35 –

are applicable to Unit Ex 009 (refer Table 4.1). Any scope limitations shall be included in the
application according to OD 502.

Evidence guide – Critical aspects of evidence

In addition to the requirements of 4.3.5 evidence of competence in this unit shall show:

a) Competent performance associated with each element of competence by employing the

techniques, procedures, information and resources available in the workplace and
encompassing the following aspects for which competence is sought according to Table in
4.11.3.
b) An understanding of the knowledge and associated skills essential to performance as given
in:
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
5.22 Explosive atmospheres installation requirements
5.40 Explosive atmospheres installation planning
5.41 Common classified explosive atmospheres
5.42 Explosion-protected electrical systems design
c) A practical application of the knowledge and skills essential to performance as given in:
5.43 Hazardous area installation design work performance
5.44 Explosion-protected electrical system design work performance

4.12 Unit Ex 010 – Perform audit inspection of electrical installations in or

associated with explosive atmospheres
Scope
This Unit of Competence covers the explosion-protection aspects of conducting an audit of an
electrical installation. It requires the ability to verify whether an installation complies with the
relevant hazardous area Standards for that installation and includes the verification of design
and certification documentation (verification dossier), maintenance, overhaul and repair, work
safety, inspection against Standards and reporting of audit results.

This unit of competence is based on IEC 60079-14 and IEC 60079-17 and any other relevant
standards that may apply.

Prerequisites
The applicant shall have the level of technical education (or equivalent) attained, relevant to
the application, through documents such as Degree, Diploma, College Certificates, Trade
Credentials etcetera.
 – 36 – IECEx OD 504 © IEC:2014(E)

A minimum 3 years experience in general electrical installation or inspection practice, a

minimum of 2 years experience in Hazardous Area electrical installation inspection practice.

Competence in this unit shall be assessed either concurrently with or after Units Ex 002, Ex
008 and Ex 009.

Elements and performance criteria

Elements Performance criteria Critical aspects of
evidence

10.1 Audit hazardous area 10.1.1 Records system (verification dossier) is Reviewing hazardous area
documentation reviewed to verify that essential documentation and
(verification dossier) hazardous area documentation is identifying the extent of the
and prepare to audit retained and procedures for maintaining audit.
as-built installation records are established. Handling and installing
equipment and wiring in a
manner that does not
reduce the type of
protection afforded by the
equipment design.
10.1.2 Hazardous area classification and Reviewing hazardous area
design drawings and documentation are documentation and
checked to verify that appropriate identifying the extent of the
procedures have been followed and are audit.
checked for traceability and Handling and installing
authentication. equipment and wiring in a
manner that does not
reduce the type of
protection afforded by the
equipment design.
10.1.3 Type and intended location of each item
of equipment and circuits subject to
audit are determined from design
drawings and documentation.
10.1.4 OH&S policies and procedures for Working safely in a
preparing to work in a hazardous area hazardous area in relation
are followed. to work permits and
clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation.
10.1.5 Appropriately qualified persons are Engaging and directing
engaged to assist in aspects of the audit appropriately qualified
process. persons as required.
10.1.6 Special tools, equipment and devices
needed for the inspection are obtained
and checked for correct operation and
safety.
10.2 Conduct audit 10.2.1 OH&S policies and procedures for Working safely in a
working in a hazardous area are hazardous area in relation
followed. to work permits and
clearances, hazard
monitoring and evacuation
procedures, and plant and
electrical isolation.
10.2.2 Parts of equipment that are dismantled
Conducting audit to
in order to conduct inspection are
industry Standards.
protected against loss or damage.
10.2.3 Appropriate qualified persons are
directed to access components of the Conducting audit to
installation as required to audit the industry Standards.
installation.
10.2.4 Equipment, systems and installations
are inspected for compliance with the
design specifications retained in the
hazardous areas documentation
(verification dossier) and in accordance
IECEx OD 504 © IEC:2014(E) – 37 –

Elements Performance criteria Critical aspects of

evidence
with requirements of the applicable
Standards.
10.3 Report audit results 10.3.1 Differences between the hazardous
areas documentation (verification Reporting non-conformance
dossier) including the design features aspects of the
specifications and installation are installation affecting safety.
recorded.
10.3.2 Any non-conformance, faults or Identifying any non-
unauthorized modifications are conformance aspects of the
documented in accordance with installation. Reporting non-
established procedures. conformance features
aspects of the installation
affecting safety.
10.3.3 Where applicable, a non-conformance
Reporting non-conformance
report regarding the safety of the
features aspects of the
installation is made and forwarded to the
installation affecting safety.
appropriate personnel.
10.3.4 Documentation in relation to all aspects
of the audit is forwarded to the
appropriate personnel for any actions
identified and for inclusion in the
Documenting inspection
hazardous areas documentation
audit outcomes.
(verification dossier).
This includes any conformity
assessment and fitness-for-purpose
assessment.

Scope limitations
The scope limitations will clearly state the Unit of Competence applies for either an Operative
or a Responsible person. Scope limitation by Group is applicable to Unit Ex 010 (refer Table
4.1). Any scope limitations shall be included in the application according to OD 502.

Evidence guide – Critical aspects of evidence

In addition to the requirements of 4.3.5 evidence of competence in this unit shall show:

a) Competent performance associated with each element by employing the techniques,

procedures, information and resources available in the workplace and encompassing the
following aspects for which competence is sought according to Table in 4.12.3.
b) An understanding of the knowledge and associated skills essential to performance as given
in:
5.9 Flameproof (Ex ‘d’) explosion-protection technique
5.10 Increased safety (Ex ‘e’) explosion-protection technique
5.11 Type of protection ‘n’ (Ex ‘n’)
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
5.14 Powder filled (Ex ‘q’) explosion-protection technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
5.16 Pressurization (Ex ‘p’) explosion-protection technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
5.21 Common characteristics of explosion-protection techniques
 – 38 – IECEx OD 504 © IEC:2014(E)

5.22 Explosive atmospheres installation requirements

5.36 Explosive atmospheres visual and close inspection requirements
5.38 Explosive atmospheres detailed inspection techniques
5.40 Explosive atmospheres installation planning
5.41 Common classified explosive atmospheres
5.42 Explosion-protected electrical systems design
5.45 Hazardous area auditing processes
c) A practical application of the knowledge and skills essential to performance as given in
5.37 Hazardous area visual and close inspection work performance
5.39 Hazardous area detail inspection work performance
5.43 Hazardous area installation design work performance
5.44 Explosion-protected electrical system design work performance
5.46 Hazardous area audit inspection work performance
IECEx OD 504 © IEC:2014(E) – 39 –

5 Critical aspects of evidence

5.1 The nature of explosive hazards and hazardous areas Basic Knowledge Unit
Evidence shall show an understanding of the nature of explosive hazards and hazardous areas
to an extent indicated by the following aspects:

a) Flammable materials and ignition sources encompassing—

i) an understanding of the fire triangle
ii) an understanding of most common ignition sources
iii) the toxic explosive and oxygen depleting nature of gases and vapours and potential
harmful consequences.

AUTHOR NOTE: The highlighting of text above in 5.1 (a) iii) and following indicates a reduced
requirement for the Ex 005 Overhaul and Repair of explosion protected equipment Competence
Unit. Refer to Section 6 for more a summary of reduced requirements for Ex 005 details

b) Hazardous areas zones and marking

i) actions that can affect the hazardous area
ii) identification marking for the types of protection.
c) The basic understanding of explosion-protection is achieved encompassing
i) exclusion, containment, energy limitation, dilution and avoidance of ignition sources
ii) how activities such as painting, cleaning, welding can affect the explosion protection
concepts of installed equipment and that therefore the work permit shall be followed in
detail.

5.2 Occupational health and safety responsibilities related to hazardous areas

Evidence shall show an understanding of the occupational health and safety responsibilities
related to hazardous areas to an extent indicated by the following aspects:

a) Responsibilities of persons entering a hazardous areas

i) the main features and purpose of an entry and work permit system;
NOTE: Clearance to work’ includes hot work permit systems.
ii) typical safety procedures that should be followed before entering a hazardous area;
iii) the purpose of gas detectors and their limitations;
iv) effects of temperature on gas and vapour detection;
v) frequency of monitoring for presence of gas or vapours, i.e. effects of temperature rise;
vi) factors affecting the accuracy of gas detectors, for example, contamination,
condensation and temperature;
vii) safety in use of gas detectors, for example, the ‘read and run concept’; and
viii) safety precautions to be taken when working in a hazardous area.
b) The roles of the parties involved in the safety of hazardous areas encompassing—
i) common Acts and Regulations related to the safety of hazardous areas and the
authorities responsible for their implementation;
ii) the hazardous area responsibilities of the owner of premises in which a hazardous area
exists; the occupier of premises in which a hazardous area exists.

5.3 Explosive atmospheres and explosion-protection principles

Evidence shall show an understanding of explosive atmospheres and explosion-protection
principles to an extent indicated by:
 – 40 – IECEx OD 504 © IEC:2014(E)

a) Properties of combustible substances and their potential to create an explosive hazard

encompassing:
i) condition in the workplace that will lead to an explosion;
ii) the terms ‘combustion’, ‘ignition’ and ‘propagation’;
iii) explosive range of substances encountered in the workplace i.e. LEL/UEL;
iv) explosive parameters of substances as given in tables of substance characteristics,
i.e., properties of combustible materials – gases, vapours (from liquids), such as
flash point; and Dusts;
v) the difference between gases and vapours; and
vi) the toxic nature of gases and vapours and potential harmful consequences.
b) The nature of explosive atmospheres encompassing:
i) the Standards definition of a ‘hazardous area’;
ii) the recommended methods for classifying the type and degree of explosion hazard
in an area;
iii) hazardous area classifications as defined by Standards; and
iv) factors that are considered when a hazardous area is classified.
c) The basics of how explosion-protection is achieved by the methods of exclusion,
containment, energy limitation, dilution, avoidance of ignition sources.
d) Occupational Health and Safety responsibilities related to explosive atmospheres
encompassing:
i) the main features and purpose of a ‘clearance to work’ system (includes hot work permit
system);
ii) typical safety procedures that should be followed before entering a hazardous area;
iii) the purpose of gas detectors and their limitations;
iv) effects of temperature on gas and vapour detection;
v) frequency of monitoring for presence of gas or vapours, i.e. effects of temperature rise;
vi) factors affecting the accuracy of gas detectors, for example, contamination,
condensation, temperature;
vii) safety in use of gas detectors, for example, ‘read and run concept’; and
viii) the safety precautions to be taken when working in a hazardous area.
ix) Housekeeping requirements to minimise the effect of dust layers
e) The roles of the parties involved in the safety of explosive atmospheres encompassing:
i) Regulations related to the safety of explosive atmospheres and the Authorities
responsible for their implementation;
ii) where assistance and further information can be obtained to assist persons with
hazardous area responsibilities, for example, Standard bodies, experienced
consultants; and
iii) the hazardous area responsibilities of:
a) the owner of premises in which a hazardous area exists;
b) the occupier of premises in which a hazardous area exists;
c) enterprises and personnel engaged in installation and/or maintenance of explosion-
protection systems;
d) enterprises and personnel engaged in the classification of explosive atmospheres
and/or design of explosion-protection systems;
e) enterprises and personnel engaged in the overhaul, modification and/or assessment
of explosion-protected equipment;
f) enterprises and personnel engaged in the inspection of explosion-protection
installations;
IECEx OD 504 © IEC:2014(E) – 41 –

g) manufacturers of explosion-protected equipment;

h) designated authorities;
i) insurers.
5.4 Explosion-protected equipment – Ex certification schemes
Evidence shall show an understanding of Ex certification schemes to accepted standards to an
extent indicated by:

a) Purpose and scope of certification schemes.

b) Other certification schemes.
c) Processes for having equipment certified under the acceptable Ex schemes encompassing:
i) scheme procedures;
ii) quality management requirements;
iii) conformance testing and assessment; and
iv) requirements for ongoing certification.
5.5 Explosion-protected equipment – Principles
Evidence shall show an understanding of the principles of the following explosion-protection
techniques: Flameproof (Ex ‘d’); Increased safety (Ex ‘e’); Type of protection ‘n’ (Ex ‘n’); Intrinsic
safety (Ex ‘i’); Encapsulation (Ex ‘m’); Oil immersion (Ex ‘o’); Pressurization (Ex ‘p’); Powder
filled (Ex ‘q’) for gas atmospheres and Protection by enclosures-Dusts (Ex ‘tD’ or Ex ‘t’);
Pressurization-Dusts (Ex ‘pD’); Encapsulation-Dusts (Ex ‘mD’); and Intrinsic safety-Dusts (Ex
‘iD’). The following aspects indicate the extent of understanding required:
a) The principles of each explosion-protection technique, the methods used and how each
technique works.
b) How explosion-protected equipment is marked using the ‘Ex’ symbol, including marking of
old equipment.
c) Visible conditions or actions that would void the explosion-protection provided by a
particular technique.
5.6 Explosion-protection visual checks
Evidence shall show an understanding of visible conditions of explosion-protection equipment
that indicate the protection is void and changes in the nature of the explosion hazard that may
render the explosion-protection unsafe. The following aspects indicate the extent of
understanding required.

a) Occupational, health and safety procedures encompassing:

i) occupational, health and safety procedures to be followed before entering explosive
atmospheres; and
ii) occupational, health and safety procedures to be followed while conducting close
inspection.
b) Visible defects in explosion-protected equipment and wiring.
c) Conditions that may indicate a change in a given explosion hazard.
d) Reporting defects in explosion-protected equipment and wiring encompassing:
i) the purpose of a verification dossier; and
ii) various ways for reporting defects in explosion-protected equipment and wiring.
e) Procedures to be followed in the event of a change in the explosion hazard.
5.7 Explosive atmospheres classification techniques
Evidence shall show an understanding of processes involved in gathering and analysing
technical data to classify non-specific explosive atmospheres. The following aspects indicate
the extent of understanding required:

a) The process of classifying explosive atmospheres encompassing:

 – 42 – IECEx OD 504 © IEC:2014(E)

i) methods by which an area can be classified;

ii) the characteristics/attributes of an area that should be considered in the classification
process, for example, type of process, nature of plant, source and nature of release;
iii) the requirements and Standards for classifying a hazardous area; and
iv) the responsibilities of the owner/occupiers for classification of a hazardous area.
b) The likelihood (zoning) or risk assessment method of an explosive hazard encompassing:
i) ignition properties of materials relevant to determining the risk and extent of an explosive
hazard;
ii) sources for obtaining data on ignition properties of materials under the conditions in
which they could be present in a given process;
iii) methods for determining the risk related to explosive atmospheres and the
circumstances appropriate to their use, for example, ‘hazard and operability study’
(hazop); ‘fault tree analyses’ (hazan); and
iv) means for reducing hazard risk.
c) The extent of an explosive hazard and classifying an area accordingly encompassing:
i) the extent of zones for an area, given data on the explosive hazard risks for that area;
ii) requirements for documenting the classification of a hazardous area; and
iii) the extent of the zones, temperature classes and gas groups on site drawings in a
hazardous area.
5.8 Hazardous area classification work performance
In assessing competent hazardous area classification work performance evidence regarding
the following aspects of competence shall be considered:

a) Accessing necessary information and identifying hazardous products involved in a given

process, explosive properties of materials involved in a given process, and potential sources
and characteristics of release of hazardous products.
b) Analysing data in the context of explosion risk.
c) Determining area delineation and documenting area classifications.

5.9 Flameproof (Ex ‘d’) explosion-protection technique

Evidence shall show an understanding of the characteristics and application of Flameproof (Ex
‘d’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the flameproof (Ex ‘d’) technique.
NOTE Examples of characteristics and design features are flame paths, integrity under pressure, pressure
piling, and enclosure entries.

b) Typical situations where the flameproof explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by the Flameproof technique.
d) The use of Standards in determining the requirements to which the design of the flameproof
explosion-protected apparatus shall comply.
5.10 Increased safety (Ex ‘e’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Increased safety
(Ex ‘e’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Increased safety (Ex ‘e’) technique.
NOTE Examples of characteristics and design features are temperature rise, maximum power dissipation,
protection devices, certified components, creepage and clearance distances, absence of sparking contacts and
enclosure entries.

b) Typical situations where the Increased safety explosion-protection technique is used.

IECEx OD 504 © IEC:2014(E) – 43 –

c) Actions or conditions that would void the protection provided by the Increased safety
technique.
d) The use of Standards in determining the requirements to which the design of the Increased
safety explosion-protected apparatus shall comply.
5.11 Type of protection ‘n’ (Ex ‘n’)
Evidence shall show an understanding of the characteristics and application of Type of
protection ‘n’ (Ex ‘n’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Type of protection ‘n’ (Ex ‘n’) technique.
NOTE Examples of characteristics and design features are creepage and clearance distances and restricted
breathing.

b) Typical situations where the Type of protection ‘n’ explosion-protection technique is used.
c) Actions or conditions that would void the protection provided by the Type of protection ‘n’
technique.
d) The use of Standards in determining the requirements to which the design of the Type of
protection ‘n’ explosion-protected apparatus shall comply.
5.12 Encapsulation (Ex ‘m’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Encapsulation
(Ex ‘m’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Encapsulation (Ex ‘m’) technique.
NOTE An example of characteristics and design features is solenoid valve.

b) Typical situations where the Encapsulation explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by the Encapsulation
technique.
d) The use of Standards in determining the requirements to which the design of the
Encapsulation explosion-protected apparatus shall comply.
5.13 Oil immersion (Ex ‘o’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Oil Immersion
(Ex ‘o’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Oil Immersion (Ex ‘o’) technique.
NOTE An example of characteristics and design features are transformers.

b) Typical situations where the Oil Immersion explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by the Oil Immersion
technique.
d) The use of Standards in determining the requirements to which the design of the Oil
Immersion explosion-protected apparatus shall comply.
5.14 Powder filled (Ex ‘q’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Powder Filled
(Ex ‘q’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Powder Filled (Ex ‘q’) technique.
NOTE An example of characteristics and design features is a capacitor used with a luminaire.

b) Typical situations where the Powder filled explosion-protection technique are used.
c) Actions or conditions that would void the protection provided by the Powder Filled technique.
 – 44 – IECEx OD 504 © IEC:2014(E)

d) The use of Standards in determining the requirements to which the design of the Powder
Filled explosion-protected apparatus shall comply.
5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Intrinsic safety
(Ex ‘i’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Intrinsic safety (Ex ‘i’) technique.
NOTE Examples of characteristics and design features are field devices, cables, safe area devices, earthing,
entity versus integrated system concept, simple devices and interface devices and their parameters,
segregation, infallible components, current and voltage limiting, creepage and clearance distances.

b) Typical situations where the Intrinsic safety explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by Intrinsic safety.
d) The use of Standards in determining the requirements to which the design of the Intrinsic
safety explosion-protected apparatus shall comply.
5.16 Pressurization (Ex ‘p’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Pressurization
(Ex ‘p’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Pressurization (Ex ‘p’) technique.
NOTE Examples of characteristics and design features are exclusion and dilution, purge periods, controlled
shut down, monitoring and sources of internal release.

b) Typical situations where the pressurization explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by the pressurization
technique.
d) The use of Standards in determining the requirements to which the design of the
pressurization explosion-protected apparatus shall comply.
5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Enclosures (Ex
‘t’) for Dusts explosion-protection technique. The following aspects indicate the extent of
understanding required:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the techniques for dusts.
b) Typical situations where dust explosion-protection technique is used.
c) Actions or conditions that would void the protection provided by protection by enclosure
technique.
d) The use of Standards in determining the requirements to which the design of the dust
explosion-protected enclosure shall comply.
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Intrinsic safety
(Ex ‘iD’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Intrinsic safety (Ex ‘iD’) technique.
NOTE Examples of characteristics and design features are field devices, cables, safe area devices, earthing,
entity versus integrated system concept, simple devices and interface devices and their parameters,
segregation, infallible components, current and voltage limiting, creepage and clearance distances.

b) Typical situations where the Intrinsic safety explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by Intrinsic safety.
IECEx OD 504 © IEC:2014(E) – 45 –

d) The use of Standards in determining the requirements to which the design of the Intrinsic
safety explosion-protected apparatus shall comply.
5.19 Pressurization (Ex ‘pD’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Pressurization
(Ex ‘pD’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Pressurization (Ex ‘pD’) technique.
NOTE Examples of characteristics and design features are exclusion and dilution, purge periods, controlled
shut down, monitoring and sources of internal release.

b) Typical situations where the pressurization explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by the pressurization
technique.
d) The use of Standards in determining the requirements to which the design of the
pressurization explosion-protected apparatus shall comply.
5.20 Encapsulation (Ex ‘mD’) explosion-protection technique
Evidence shall show an understanding of the characteristics and application of Encapsulation
(Ex ‘mD’) explosion-protection technique to an extent indicated by:

a) The purpose and characteristics of the design features of apparatus and circuits protected
by the Encapsulation (Ex ‘m’) technique.
NOTE An example of characteristics and design features is solenoid valve.

b) Typical situations where the Encapsulation explosion-protection technique is used.

c) Actions or conditions that would void the protection provided by the Encapsulation
technique.
d) The use of Standards in determining the requirements to which the design of the
Encapsulation explosion-protected apparatus shall comply.
5.21 Common characteristics of explosion-protection techniques
Evidence shall show an understanding of the common characteristics of explosion-protection
techniques to an extent indicated by:

a) The purposes of ‘temperature classification’ and ‘gas grouping/apparatus grouping’.

b) Equipment markings (nameplate).
c) Limitations of non-metallic or specific alloy enclosures.
d) The purpose and use of conformity and certification/approval for equipment used in
explosive atmospheres.
e) Environmental conditions that may impact on explosion-protection techniques.
f) The principles and applications of other and mixed explosion-protection techniques.
NOTE Other techniques include special protection Ex ‘s’.
5.22 Explosive atmospheres installation requirements
Evidence shall show an understanding of hazardous area installation principles and
maintenance techniques to an extent indicated by:

a) Preparation to install and maintain explosion-protected equipment in explosive atmospheres

encompassing:
i) OH&S procedures to be followed when working in a hazardous area;
ii) the significance of information provided on the certification documentation and
schedules for a given item of explosion-protected equipment;
iii) the typical contents of a verification dossier and its purpose; and
iv) limitations in the use of tools and testing devices in explosive atmospheres.
 – 46 – IECEx OD 504 © IEC:2014(E)

b) The relationship between explosion-protected equipment, their certification documents and

required locations given in specifications and layout drawings and/or written instructions
encompassing:
i) the purpose of markings on the equipment and on the certification documents for a given
item of explosion-protected equipment;
ii) matching explosion-protected equipment with certification documents and the
equipment specified for an installation; and
iii) the location of the items of explosion-protected equipment for an installation from
specifications and layout drawings and/or instructions.
c) Installation Standards and requirements applicable to hazardous encompassing:
i) the wiring systems permitted and not permitted in or above explosive atmospheres;
ii) equipment not permitted in or above explosive atmospheres;
iii) the regulations and Standards to which explosion-protected equipment and wiring shall
be installed in a hazardous area and how these are applied;
iv) cable penetrations through walls; and
v) the documentation required as a record of the installation process, including certification
documentation.
5.23 Explosive atmospheres cable termination techniques
Evidence shall show knowledge and skills in terminating cables suitable for use in explosive
atmospheres to an extent indicated by:
a) Selecting compliant cable termination devices.
b) Installing conduit systems, where applicable, including seals to meet hazardous area
requirements. Gases only.
c) Terminating a cable with a barrier gland. Gases only.
d) Terminating a multi-pair, SWA, overall screened, individual screened cable into an
enclosure.
e) Testing termination/connections of installed cables/circuits.
NOTE Tests include earth continuity, insulation resistance and polarity.
5.24 Hazardous area installation work performance
In assessing competent hazardous area installation work performance evidence regarding the
following aspects of competence shall be considered:
a) Working safely in a potentially hazardous area in relation to work permits and clearances,
hazard monitoring and evacuation procedures, and plant and electrical isolation.
b) Handling and installing equipment and wiring in a manner that does not adversely affect the
type of protection afforded by the equipment design.
c) Checking equipment against certification documents and design specifications.
d) Documenting installation completion.
5.25 Hazardous area maintenance work performance
Evidence shall show an understanding in assessing competent hazardous area maintenance
work performance, evidence regarding the following aspects of competence shall be
considered:

a) Application of relevant statutory requirements.

b) Establishing or understanding procedures for engaging competent persons.
c) Establishing or understanding and maintaining procedures for identifying potentially
explosive hazards.
d) Establishing procedures for implementing and maintaining explosion-protection strategies.
IECEx OD 504 © IEC:2014(E) – 47 –

5.26 Hazardous area operations reporting work performance

In assessing competent hazardous area operations, reporting work performance evidence
regarding the following aspects of competence shall be considered:

a) Permits and clearance.

b) Hazard monitoring and evacuation procedures.
c) Operation of plant and machinery.
d) Plant and electrical isolation.
e) Identifying visual damage and corrosion of equipment and wiring systems.
f) Reporting defects.
5.27 Explosive atmospheres maintenance requirements
Evidence shall show an understanding of maintenance procedures in hazardous area that will
ensure the integrity of the explosion-protection technique to an extent indicated by:

a) The purpose of a maintenance schedule.

b) The purpose and extent of ‘visual’, ‘close’, ‘sample’ and ‘periodic’ inspections.
c) The features of each explosion-protection technique that should be included in a
maintenance schedule.
d) The impact of environmental conditions on explosion-protected equipment, including
corrosion and frequency of maintenance.
e) The documentation requirements for recording the maintenance process and results.
5.28 Explosive atmospheres management
Evidence shall show an understanding of the management responsibilities related to explosive
atmospheres, the strategies used to maintain the safety of explosive atmospheres and the
maintenance requirements. The following aspects indicate the extent of understanding required:

a) The responsibilities of a person managing activities or a site related to a hazardous area,

encompassing:
i) OH&S procedures that are to be established;
ii) responsibilities for ensuring that a hazardous area has been made safe prior to
commencement of work; and
iii) responsibilities and processes for establishing and maintaining a verification dossier.
b) Explosion-protection strategies in relation to a hazardous area, encompassing:
i) the process of classifying a hazardous area;
ii) various ways in which electrical systems /apparatus can be treated to prevent them from
becoming an ignition source; and
iii) the cost of the different ways of treating electrical systems/apparatus associated with
explosive atmospheres.
c) Requirements for the maintenance of electrical systems associated with explosive
atmospheres, encompassing:
i) the type and grades of inspection of explosive atmospheres;
ii) maintenance programs for electrical explosion-protected systems/apparatus; and
iii) documentation requirements associated with maintenance procedures.
5.29 Hazardous area maintenance work performance
In assessing competent hazardous area maintenance work performance evidence regarding
the following aspects of competence shall be considered:

a) Establishing maintenance policies and procedures that encompass OH&S responsibilities.

b) Establishing maintenance management systems that address the special requirements for
explosion-protected equipment and installations.
 – 48 – IECEx OD 504 © IEC:2014(E)

c) Ensuring a hazardous area is appropriately classified and explosion-protection strategies

are adequate.
d) Developing and implementing maintenance programs and schedules in relation to
explosion-protected equipment and installations.
e) Evaluating maintenance programs in relation to explosion-protected equipment and
installations.
f) Working safely in a potentially hazardous area in relation to work permits and clearances,
hazard monitoring and evacuation procedures, and plant and electrical isolation.
g) Identifying defects and faults.
h) Interpreting certification documentation in relation to maintenance, repair and replacement.
i) Following established maintenance procedures.
j) Documenting maintenance details.
5.30 Explosion-protected equipment overhaul and repair – General requirements
Evidence shall show an understanding of overhaul and repair procedures of explosion-protected
equipment to an extent indicated by:

a) The scope and limitations for overhaul and repair of explosion-protected equipment
encompassing:
i) the requirements for compliance of a workshop;
ii) the requirements of a ‘competent person’ for a registered workshop engaged in the
overhaul/repair of explosion-protected equipment; and
iii) the scope and limitations of work permitted under workshop registration.
b) Overhaul and repair (technical) Standard encompassing:
i) the documentation/information required to enable overhauls/repairs to be undertaken;
ii) categories of work, for example, overhaul; no repair; overhaul-repair;
iii) modifications that are, and are not, permitted within the equipment certification; and
iv) the requirements for overhaul/repair processes relevant to the type of protection and
equipment.
c) Requirements for documentation and identification of overhauled/repaired explosion-
protected encompassing:
i) overhaul/repair report document; and
ii) requirements for distribution of overhaul/repair reports.
d) Quality management systems as covered by international Standards encompassing:
i) documentation regime of a quality management system;
ii) principle of document and data control covering both internally and externally generated
documents and data; and
iii) principles of process control as applied to the overhaul and repair of explosion-protected
equipment.
5.31 Explosion-protected equipment overhaul and repair specific to each technique
Evidence shall show an understanding of overhaul and repair for specific explosion-protection
techniques to an extent indicated by:

a) The use of Standards in determining the requirements to which the design of explosion-
protected apparatus shall comply.
b) The level of overhaul/repair required encompassing:
i) Standards and their use for determining the requirement for a specific explosion-
protection technique;
ii) measurement/tests and equipment required to determine whether an item of equipment
meets the certification requirements;
IECEx OD 504 © IEC:2014(E) – 49 –

iii) requirements for maintaining the accuracy/calibration of measuring/test equipment;

iv) measurement/test procedures for determining whether an item of equipment meets the
certification requirements;
v) level of overhaul/repair required from comparisons of test results and requirements
specified in the original certification; and
vi) specifying overhaul/repair work required to restore an item of explosion-protected
equipment to conform to the original certification.
c) Measurement/tests procedures to verify that an item of equipment meets the original
certification requirements.
5.32 Explosion-protected equipment overhaul and repair work performance – operative
In assessing competent hazardous area overhaul and repair work performance – operative
evidence regarding the following aspects of competence shall be considered:

a) Interpretation of nameplate data, correct identification of equipment classification and

standards to which it was manufactured.
b) Identification of faulty or worn components correct identification of component and
competent use of documentation.
c) Verification of surface finish compliance with standard against roughness gauge.
d) Dimensional checks on components with identification of flame path gap compliance with
certification document or standard with competent use of record documentation.
e) Checking internal threads for wear or damage with competent use of record documentation.
f) Induction motor core flux test calculations with competent use of record documentation.
g) Induction motor stator winding dimensional measurements with competent use of record
documentation.
h) Induction motor stator winding wire conversion with competent use of record documentation.
i) Correct interpretation of certification drawings (Optional).
5.33 Explosion-protected equipment overhaul and repair work performance –
Responsible Person
In assessing competent hazardous area overhaul and repair work performance – Responsible
Person evidence regarding the following aspects of competence shall be considered:

All requirements of operative given in 5.32 plus:

a) Following OH&S procedures.

b) Correct interpretation of certification documentation, including drawings, and standards.
c) Identification of appropriate reclamation procedures for defective component based on fault
and equipment classification type.
d) Measuring, testing and inspecting equipment for compliance with certification and
Standards.
e) Specifying overhaul/repair work.
f) Documenting overhaul/repair work.
5.34 Explosive atmospheres installation testing
Evidence shall show an understanding of testing installations of explosion-protected equipment,
wiring and circuits associated with explosive atmospheres. The following aspects indicate the
extent of understanding required:

a) Preparation for conducting installation testing in a hazardous area encompassing:

i) OH&S procedures to be followed for working in a hazardous area; and
ii) procedures for determining whether a given hazardous area is safe to conduct electrical
testing.
 – 50 – IECEx OD 504 © IEC:2014(E)

b) Characteristics and limitations of testing equipment used to test installation in explosive

atmospheres encompassing:
i) testing devices required to test an installation in a hazardous area; and
ii) the suitability of testing device for use in a hazardous area.
c) Documentation of results of hazardous area installation tests encompassing:
i) test results that should be recorded in a verification dossier; and
ii) procedures and options for dealing with test results that show non-conformance.
5.35 Hazardous area installation testing work performance
In assessing competent hazardous area installation testing work performance evidence
regarding the following aspects of competence shall be considered:

a) Working safely in a potentially hazardous area in relation to work permits and clearances,
hazard monitoring and evacuation procedures, and plant and electrical isolation.
b) Handling and installing equipment and wiring in a manner that does not adversely affect the
type of protection afforded by the equipment design.
c) Conducting tests.
d) Documenting testing outcomes.
5.36 Explosive atmospheres visual and close inspection requirements
Evidence shall show an understanding of the purpose and process of visual and close
inspections to an extent indicated by:

a) Occupational, health and safety procedures encompassing:

i) occupational, health and safety procedures to be followed before entering explosive
atmospheres; and
ii) occupational, health and safety procedures to be followed while conducting close
inspection.
b) Requirements for a verification dossier and relationship to as-built electrical installation.
c) Purpose, scope and limitations of close inspections.
d) Documentation requirements resulting from a visual or close inspection.
5.37 Hazardous area visual and close inspection work performance
In assessing competent hazardous area visual and close inspection work performance evidence
regarding the following aspects of competence shall be considered:

a) Working safely in a potentially hazardous area in relation to work permits and clearances,
hazard monitoring and evacuation procedures, and plant and electrical isolation.
b) Inspecting equipment and wiring in a manner that does not adversely affect the type of
protection afforded by the equipment design.
c) Conducting visual inspections.
d) Documenting inspection outcomes.
5.38 Explosive atmospheres detailed inspection techniques
Evidence shall show an understanding of techniques used in inspecting installations of
explosion-protected and associated apparatus and hazardous area wiring. The following
aspects indicate the extent of understanding required:

a) The relationship between the documentation held in a verification dossier and the installed
equipment encompassing:
i) consistency between the location and type of equipment with the area classification
details in the verification dossier; and
ii) equipment certification and any attached conditions that relate to the equipment as it is
installed.
IECEx OD 504 © IEC:2014(E) – 51 –

b) Inspecting a hazardous area installation encompassing:

i) typical processes for undertaking the inspection of a hazardous area installation;
ii) requirements applicable to a given installation; and
iii) reporting of an inspection of a hazardous area installation.
5.39 Hazardous area detail inspection work performance
In assessing competent hazardous area detail inspection work performance evidence regarding
the following aspects of competence shall be considered:

a) Working safely in a potentially hazardous area in relation to work permits and clearances,
hazard monitoring and evacuation procedures, and plant and electrical isolation.
b) Handling and installing equipment and wiring in a manner that does not adversely affect the
type of protection afforded by the equipment design.
c) Conducting inspections.
d) Documenting inspection outcomes.
5.40 Explosive atmospheres installation planning
Evidence shall show an understanding of hazardous area electrical installations planning and
the selection of appropriate explosion-protected equipment and wiring. The following aspects
indicate the extent of understanding required:

a) Interpretation of documents showing the classification of a hazardous area encompassing:

i) the methods used for classifying explosive atmospheres;
ii) the delineation of zones, temperature classes and gas groups of a given hazardous area
from classification documents;
iii) the delineation of zones, temperature classes and gas groups of a given hazardous area
from similar situations previously classified, such as those given in Standards; and
situations where classification needs to be undertaken by a person competent in non-
specific area classification i.e. a person who has attained Unit Ex 002 – Perform
classification of hazardous areas .
b) Selecting and checking equipment, wiring and accessories encompassing:
i) the impact of environmental conditions, such as corrosion and maintenance
requirements, on explosion-protected equipment and accessories;
ii) explosion-protected equipment and accessories to suit the requirements of given
explosive atmospheres;
iii) wiring systems to suit the requirements of a hazardous area, load and duty requirements
and consideration of capacitive/inductive effects and inductance/ resistance ratio where
applicable;
iv) earthing and equipotential bonding requirements for a hazardous area installation;
v) procedures used to check the compliance certification of equipment used in a hazardous
area; and
vi) electrical protection systems and devices, for example, overloads, earth fault protection)
appropriate to an explosion-protection technique.
vii) compliant cable termination devices including glands.
c) Documentation of hazardous area installation design encompassing:
i) the items that should be included in the documentation for the design of a hazardous
area installation;
ii) installation layout, specification, work schedule and other documentation required for
inclusion in a verification dossier; and
iii) the essential documentation that needs to be specified/requested from manufacturers
when purchasing explosion-protected equipment/accessories.
 – 52 – IECEx OD 504 © IEC:2014(E)

5.41 Common classified explosive atmospheres

Evidence shall show an understanding of common and specific explosive atmospheres for which
classification examples are given in Standards. The following aspects indicate the extent of
understanding required:

a) The example classifications given in Standards.

b) Applying the classifications given in Standards to similar situations for the purpose of
planning of electrical installations.
5.42 Explosion-protected electrical systems design
Evidence shall show an understanding of explosion-protected electrical system design to an
extent indicated by:

a) Process for establishing a design brief for an explosion-protected electrical system

encompassing:
i) consultation processes for establishing client requirements and preparing a design brief;
and
ii) system requirements using site and plant specifications, hazardous area classifications
and organization requirements.
b) System design encompassing:
i) major considerations influencing explosion-protected electrical system designs;
ii) requirements in Standards and regulations that affect the electrical system design; and
iii) typical design process incorporating explosion-protection in an electrical system.
c) Design documentation required for a hazardous area encompassing:
i) procedures for checking and approval of explosion-protected system design; and
ii) requirements for documenting a final design including documents to be included in a
verification dossier.
5.43 Hazardous area installation design work performance
In assessing competent hazardous area installation design work performance evidence
regarding the following aspects of competence shall be considered:

a) Interpreting area classification documentation.

b) Classifying area from Standards.
c) Documenting area classification.
d) Selecting equipment for a given classified area.
e) Selecting wiring systems for a given classified area.
f) Checking equipment certification for suitability for a given classified area.
5.44 Explosion-protected electrical system design work performance
In assessing competent hazardous area electrical system design work performance evidence
regarding the following aspects of competence shall be considered:

a) Accessing and interpreting relevant information.

b) Providing design options and justifications including hazard risk, functionality and economic
considerations.
c) Following checking and documentation procedures.
5.45 Hazardous area auditing processes
Evidence shall show an understanding of processes used in auditing hazardous areas to an
extent indicated by:
a) Requirements to retain hazardous area documentation on site.
b) Components of an audit encompassing :
IECEx OD 504 © IEC:2014(E) – 53 –

i) authenticity of documentation;
ii) hazardous area delineations shown in site diagrams;
iii) location and operating parameters of equipment shown in certification documents;
iv) compliance of equipment location;
v) compliance of wiring systems; and
vi) alignment of hazardous area documentation to as- built installation.
c) Reporting non-conformance of an installation.
5.46 Hazardous area audit inspection work performance
In assessing competent hazardous area detail inspection work performance evidence regarding
the following aspects of competence shall be considered:
a) Working safely in a potentially hazardous area in relation to work permits and clearances,
hazard monitoring and evacuation procedures, and plant and electrical isolation.
b) Accessing and interpreting relevant information.
c) Handling and installing equipment and wiring in a manner that does not adversely affect the
type of protection afforded by the equipment design.
d) Conducting inspections.
e) Documenting inspection outcomes.
f) Interpreting area classification documentation.
g) Documenting area classification.
h) Selecting equipment for a given classified area.
i) Selecting wiring systems for a given classified area.
j) Checking equipment certification for suitability for a given classified area.
k) Following checking and documentation procedures.
6 Summary of essential knowledge and associated skills for each Unit of Competence
NOTE: the use of “X” in the Table below denotes applicability in full. The use of “R” in the Table below denotes reduced requirements for Ex 005 Repair
Competence Unit – the applicable reduced requirements are specified as highlighted text in Clauses 5.1 to 5.19 above as relevant.

Unit Ex 007 – Perform visual and

Unit Ex 000 – Basic Knowledge

Unit Ex 003 – Install explosion-

Unit Ex 009 – Design electrical

Unit Ex 008 – Perform detailed
and awareness to enter a site

repair of explosion-protected

installations in or associated
installations in or associated

installations in or associated
installations in or associated

installations in or associated
close inspection of electrical

with explosive atmospheres

with explosive atmospheres

with explosive atmospheres
with explosive atmospheres

with explosive atmospheres

Unit Ex 006 – Test electrical

Unit Ex 010 – Perform audit

Unit Ex 005 – Overhaul and
classification of hazardous
which includes a classified

principles of protection in
Unit Ex 001 – Apply basic

equipment in explosive
protected equipment and

Unit Ex 004 – Maintain

explosive atmospheres

inspection of electrical
inspection of electrical
Unit Ex 002 – Perform
hazardous area

wiring systems

atmospheres

equipment
areas
Essential knowledge and associated skills

5.1 The nature of explosive hazards and hazardous X

R
areas
5.2 Occupational health and safety responsibilities X
related to hazardous areas
5.3 Explosive atmospheres and explosion-protection
X X X X R X X X X X
principles
5.4 Explosion-protected equipment – Ex certification
X X X R X X X X X
schemes
5.5 Explosion-protected equipment – Principles X X X X X X X X X
5.6 Explosion-protection visual checks X X X X X X X X
5.7 Explosive atmospheres classification techniques X X
5.8 Hazardous area classification work performance X X
5.9 Flameproof (Ex ‘d’) explosion-protection
X X X R X X X X X
technique
5.10 Increased safety (Ex ‘e’) explosion-protection
X X X R X X X X X
technique
5.11 Type of protection ‘n’ (Ex ‘n’) X X X R X X X X X
5.12 Encapsulation (Ex ‘m’) explosion-protection
X X X X X X X X
technique
5.13 Oil immersion (Ex ‘o’) explosion-protection
X X X X X X X X
technique
 Unit Ex 007 – Perform visual and
Unit Ex 000 – Basic Knowledge

Unit Ex 003 – Install explosion-

Unit Ex 009 – Design electrical

Unit Ex 008 – Perform detailed
and awareness to enter a site

repair of explosion-protected

installations in or associated
installations in or associated

installations in or associated
installations in or associated

installations in or associated
close inspection of electrical

with explosive atmospheres

with explosive atmospheres

with explosive atmospheres
with explosive atmospheres

with explosive atmospheres

Unit Ex 006 – Test electrical

Unit Ex 010 – Perform audit

Unit Ex 005 – Overhaul and
classification of hazardous
which includes a classified

principles of protection in
Unit Ex 001 – Apply basic

equipment in explosive
protected equipment and

Unit Ex 004 – Maintain

explosive atmospheres

inspection of electrical
inspection of electrical
Unit Ex 002 – Perform
hazardous area

wiring systems

atmospheres

equipment
areas
Essential knowledge and associated skills

5.14 Powder filled (Ex ‘q’) explosion-protection

X X X X X X X X
technique
5.15 Intrinsic safety (Ex ‘i’) explosion-protection
X X X R X X X X X
technique
5.16 Pressurization (Ex ‘p’) explosion-protection
X X X R X X X X X
technique
5.17 Dust protection by enclosures (Ex ‘t’) explosion-
X X X R X X X X X
protection technique
5.18 Intrinsic safety (Ex ‘iD’) explosion-protection
X X X R X X X X X
technique
5.19 Pressurization (Ex ‘pD’) explosion-protection
X X X R X X X X X
technique
5.20 Encapsulation (Ex ‘mD’) explosion-protection
X X X X X X X X
technique
5.21 Common characteristics of explosion-protection
X X X X X X X X X
techniques
5.22 Explosive atmospheres installation requirements X X X X X X
5.23 Explosive atmospheres cable termination
X X X X X
techniques
5.24 Hazardous area installation work performance X
5.25 Hazardous area maintenance work performance X X
5.26 Hazardous area operations reporting work
X X
performance
5.27 Explosive atmospheres maintenance
X X X
requirements
5.28 Explosive atmospheres management X
 Unit Ex 007 – Perform visual and
Unit Ex 000 – Basic Knowledge

Unit Ex 003 – Install explosion-

Unit Ex 009 – Design electrical

Unit Ex 008 – Perform detailed
and awareness to enter a site

repair of explosion-protected

installations in or associated

installations in or associated

installations in or associated
installations in or associated

installations in or associated
close inspection of electrical

with explosive atmospheres

with explosive atmospheres

with explosive atmospheres
with explosive atmospheres

with explosive atmospheres

Unit Ex 006 – Test electrical

Unit Ex 010 – Perform audit

Unit Ex 005 – Overhaul and
classification of hazardous
which includes a classified

principles of protection in
Unit Ex 001 – Apply basic

equipment in explosive
protected equipment and

Unit Ex 004 – Maintain

explosive atmospheres

inspection of electrical
inspection of electrical
Unit Ex 002 – Perform
hazardous area

wiring systems

atmospheres

equipment
areas
Essential knowledge and associated skills

5.29 Hazardous area maintenance work performance X

5.30 Explosion-protected equipment overhaul and
X
repair – General requirements
5.31 Explosion-protected equipment overhaul and
X
repair specific to each technique
5.32 Explosion-protected equipment overhaul and
X
repair work performance – operative
5.33 Explosion-protected equipment overhaul and
X
repair work performance – Responsible Person
5.34 Explosive atmospheres installation testing X
5.35 Hazardous area installation testing work
X
performance
5.36 Explosive atmospheres visual and close
X X X
inspection requirements
5.37 Hazardous area visual and close inspection work
X X X
performance
5.38 Explosive atmospheres detailed inspection
X X
techniques
5.39 Hazardous area detail inspection work
X X
performance
5.40 Explosive atmospheres installation planning X X
5.41 Common classified explosive atmospheres X X
5.42 Explosion-protected electrical systems design X X
5.43 Hazardous area installation design work
X X
performance
 5.46
5.45
5.44

performance
work performance
Hazardous area auditing processes
Hazardous area audit inspection work
Essential knowledge and associated skills

Explosion-protected electrical system design

Unit Ex 000 – Basic Knowledge

and awareness to enter a site
which includes a classified
hazardous area

Unit Ex 001 – Apply basic

principles of protection in
explosive atmospheres

Unit Ex 002 – Perform

classification of hazardous
areas

Unit Ex 003 – Install explosion-

protected equipment and
wiring systems

Unit Ex 004 – Maintain

equipment in explosive
atmospheres

Unit Ex 005 – Overhaul and

repair of explosion-protected
equipment

Unit Ex 006 – Test electrical

installations in or associated
with explosive atmospheres

Unit Ex 007 – Perform visual and

close inspection of electrical
installations in or associated
with explosive atmospheres

Unit Ex 008 – Perform detailed

inspection of electrical
installations in or associated
with explosive atmospheres

Unit Ex 009 – Design electrical

X

installations in or associated
with explosive atmospheres

Unit Ex 010 – Perform audit

inspection of electrical
X
X
X

installations in or associated
with explosive atmospheres
 Annex A
(informative)

Specific prerequisite units and recommended general competence for

achievement of each Unit of Competence

The Units of Competence in this specification have been developed to complement

competence/qualifications in the general functions of production, installation, maintenance,
overhaul/repair, design, inspection and/or related management that have been previously
acquired.

Table A1 shows the specific prerequisite units and the recommended trade or profession
general competence and level assumed to be held by a person before undertaking assessment
to achieve Units of Competence in this specification.
IECEx OD 504 © IEC:2014(E) – 59 –

Table A.1 – Summary of prerequisite units and recommended general competence

Unit of Competence Specific prerequisite trade or profession general competence

Unit(s)
Description

Unit Ex 000 – Basic knowledge and awareness to enter a site which none nil
includes a classified hazardous area
Unit Ex 001 – Apply basic principles of protection in explosive none Competence in plant or machinery operation or installations, maintenance or
atmospheres service functions
Unit Ex 002 – Perform classification of hazardous areas none Competence in gathering and analysing technical data and using this data for
risk assessment
Unit Ex 003 – Install explosion-protected equipment and wiring systems Unit Ex 001 Competence in installation of electrical, electronic, instrumentation and/or
data communication equipment and wiring systems
Unit Ex 004 – Maintain equipment in explosive atmospheres Unit Ex 001 Competence in maintenance of industrial electrical, electronic,
instrumentation and/or data communication equipment and wiring systems

Unit Ex 005 – Overhaul and repair of explosion-protected equipment none Competence in overhaul and repair of industrial electrical/electronic
equipment

Unit Ex 006 – Test electrical installations in or associated with explosive Unit Ex 001 Competence in conducting testing of general electrical, electronic,
atmospheres instrumentation and/or data communication installations
Unit Ex 007 – Perform visual and close inspection of electrical Unit Ex 001 Competence in general electrical installation inspection are an alternative to
installations in or associated with explosive atmospheres the specific units listed in Column 2
Unit Ex 008 – Perform detailed inspection of electrical installations in or Unit Ex 001 Competence in general electrical installation inspection are an alternative to
associated with explosive atmospheres the specific units listed in Column 2
Unit Ex 009 – Design electrical installations in or associated with Unit Ex 001 Competence in designing electrical systems and installations
explosive atmospheres
Unit Ex 010 – Perform audit inspection of electrical installations in or Unit Ex 002, Competence in general electrical installation inspection are an alternative to
associated with explosive atmospheres Unit Ex 008 and the specific units listed in Column 2
Unit Ex 009
 – 60 – IECEx OD 504 © IEC:2014(E)

Annex B
(informative)

Items in a knowledge test to cover all aspects of Units of Competence.

As a reference source in support of Table 2 in OD 503 Edition 3.0 that specifies the
minimum number of questions by type to be applied via a sampling approach and / or in
the case where limitations on competence apply when preparing knowledge tests, the
following provides a guide to the minimum number and types of items in a knowledge test
to cover all aspects of a Unit of Competence.

Table 2 – Minimum number and type of items to cover all aspects

Constructed Response C

Total Number of Items

Selected Response B
Selected Response A
OD504
Clause Description

5.1 The nature of explosive hazards and hazardous areas 3 6 9

5.2 Occupational health and safety responsibilities related to hazardous areas 3 6 9

5.3 Explosive atmospheres and explosion-protection principles 3 6 9

5.4 Explosion-protected equipment – Ex certification schemes 6 9 3 18

5.5 Explosion-protected equipment – Principles 4 8 2 14

5.6 Explosion-protection visual checks 4 9 2 15

5.7 Explosive atmospheres classification techniques 5 8 2 15

5.8 Hazardous area classification work performance

5.9 Flameproof (Ex ‘d’) explosion-protection technique 10 14 4 28

5.10 Increased safety (Ex ‘e’) explosion-protection technique 8 12 4 24

5.11 Type of protection ‘n’ (Ex ‘n’) 6 8 2 16

5.12 Encapsulation (Ex ‘m’) explosion-protection technique 3 4 1 8

5.13 Oil immersion (Ex ‘o’) explosion-protection technique 3 4 1 8

5.14 Powder filled (Ex ‘q’) explosion-protection technique 3 4 1 8

5.15 Intrinsic safety (Ex ‘i’) explosion-protection technique 10 16 6 32

5.16 Pressurization (Ex ‘p’) explosion-protection technique 6 8 2 16

5.17 Dust protection by enclosures (Ex ‘t’) explosion-protection technique 6 8 2 16

5.18 Intrinsic safety (Ex ‘iD’) explosion-protection technique 2 3 1 6

5.19 Pressurization (Ex ‘pD’) explosion-protection technique - - 1 1

5.20 Encapsulation (Ex ‘mD’) explosion-protection technique - - 1 1

5.21 Common characteristics of explosion-protection techniques 4 6 2 12

5.22 Explosive atmospheres installation requirements 6 8 2 16

5.23 Explosive atmospheres cable termination techniques 4 6 2 12

5.24 Hazardous area installation work performance

5.25 Hazardous area maintenance work performance

5.26 Hazardous area operations reporting work performance

5.27 Explosive atmospheres maintenance requirements 6 12 4 22

IECEx OD 504 © IEC:2014(E) – 61 –

2 3 2
5.28 Explosive atmospheres management

5.29 Hazardous area maintenance work performance

Explosion-protected equipment overhaul and repair – General 12 2 2 16
5.30
requirements
1x 1x 80
5.31 Explosion-protected equipment overhaul and repair specific to each 3 +
technique 3x

5.32 Explosion-protected equipment overhaul and repair work

performance – operative

5.33 Explosion-protected equipment overhaul and repair work

performance – Responsible Person

5.34 Explosive atmospheres installation testing 3 4 2 9

5.35 Hazardous area installation testing work performance

5.36 Explosive atmospheres visual and close inspection requirements 4 6 2 12

5.37 Hazardous area visual and close inspection work performance

5.38 Explosive atmospheres detailed inspection techniques 6 8 2 16

5.39 Hazardous area detail inspection work performance

5.40 Explosive atmospheres installation planning 4 6 4 14

5.41 Common classified explosive atmospheres 4 6 4 14

5.42 Explosion-protected electrical systems design 6 8 5 19

5.43 Hazardous area installation design work performance

5.44 Explosion-protected electrical system design work performance

5.45 Hazardous area auditing processes 6 12 3 21

5.46 Hazardous area audit inspection work performance

 – 62 – IECEx OD 504 © IEC:2014(E)

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IEC 60079-1, Explosive atmospheres – Part 1: Equipment protection by flameproof enclosures ‘d’

IEC 60079-2, Explosive atmospheres – Part 2: Equipment protection by pressurized enclosures ‘p’

IEC 60079-5, Explosive atmospheres – Part 5: Equipment protection by powder filling ‘q’

IEC 60079-6, Explosive atmospheres – Part 6: Equipment protection by oil immersion ‘o’
IEC 60079-7, Explosive atmospheres – Part 7: Equipment protection by increased safety ‘e’
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atmospheres

IEC 60079-10-2, Explosive atmospheres – Part 10-2: Classification of areas – Combustible dust
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IEC 60079-11, Explosive atmospheres – Part 11: Equipment protection by intrinsic safety ‘i’

IEC 60079-13, Explosive atmospheres – Part 13: Equipment protection by pressurized room ‘p’

IEC 60079-14, Explosive atmospheres – Part 14: Electrical installations, design, selection and erection

IEC 60079-15, Explosive atmospheres – Part 15: Equipment protection by type of protection ‘n’

IEC 60079-16, Electrical apparatus for explosive gas atmospheres – Part 16: Artificial ventilation for the
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IEC 60079-17, Explosive atmospheres – Part 17: Electrical installations inspection and maintenance

IEC 60079-18, Explosive atmospheres – Part 18: Equipment protection by encapsulation ‘m’

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IEC 60079-25, Explosive atmospheres – Part 25: Intrinsically safe electrical systems

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IEC 60079-28, Explosive atmospheres – Part 28: Protection of equipment and transmission systems
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IEC 60079-31, Explosive atmospheres – Part 31: Equipment dust ignition protection by enclosure ‘t’
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IECEx OD 504 © IEC:2014(E) – 63 –

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