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BIS SCHEME X CERTIFICATION & OTR COMPLIANCE

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BIS Scheme-X Certification & OTR Compliance – A Complete Guide by KMA Global

 

Introduction

To enhance the safety, reliability, and quality of industrial machinery and electrical equipment in India, the Bureau of Indian Standards (BIS) has introduced Scheme-X Certification. Introduced on 16th March 2022, this certification framework aligns with the BIS Conformity Assessment Regulations, 2018, and is now a critical mandate for manufacturers under the Omnibus Technical Regulation (OTR) Order, 2024.

Whether you're a domestic manufacturer or a foreign OEM, compliance with Scheme-X is now mandatory for producing and selling regulated machinery in the Indian market. At KMA Global, we specialize in helping businesses navigate this complex certification landscape with clarity and confidence.
 

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What is Scheme-X Certification?


Scheme-X (OTR) is a BIS regulatory scheme specifically designed for:

THE GAZETTE OF INDIA: EXTRAORDINARY
[PART II—Sec. 3(ii)]

Description of Machinery and Electrical Equipment HS Code

All types of machine tools for working stone, ceramics, concrete, asbestos cement or like mineral glass and (or)their assemblies /sub-assemblies /components.

8464 and 84669100

All types of machinery for working rubber and plastics and (or) their assemblies /sub-assemblies /components

8477

All types of Machines including the machines for public works & building and the machinery & mechanical appliances having individual functions, not specified
Or included elsewhere in Chapter 84 and(or)their assemblies/sub-assemblies /components

84791000, 84798999 and 84799090

All types of gears and gearing, toothed wheels, chain sprocket, transmission elements ball or roller screws, gear boxes and speed changers, including torque converters
And (or)their assemblies /sub-assemblies /components.

84834000 and 84839000

All types of Rotary electrical machines such as Generator, etc. and (or) their assemblies /sub-assemblies /components.

8501 and 8503

All types of Diesel Generator and (or)their assemblies /sub-assemblies /components.

8502 and 8503

All types of Transformers and (or)their assemblies /sub-assemblies /components.

850421, 850422, 850423, 850431, 850432, 850433, 850434 and 850490.

All types of Power Semiconductor Converter and (or)their assemblies /sub-assemblies /components.

850440

All types of switch gear and control gear equipment operating at voltages not exceeding 1000 volts**(vi)** and (or) their assemblies /sub-assemblies /components.

8536, 8537 and 8538

All types of switch gear and control gear equipment operating at voltages exceeding 1000 volts and (or) their assemblies /sub-assemblies /components.

8535, 8537 and 8538

 

List of Machinery and Electrical Equipment covered under this Order:

S No

Description of Machinery and Electrical Equipment

HS Code

1

All types of Pumps for handling liquids, liquid elevators and (or) their assemblies /sub-assemblies /components

841340, 841350, 841360, 841370, 841381, 841382, 841391 and 841392

2

All types of compressors and (or) their assemblies /sub-assemblies /components.

841430, 841440, 84148011, 84148090, 84149011, 84149019, 84149040 and 84149090

3

All types of machinery for treatment of material by a process involving a change of temperature and (or) their assemblies /sub-assemblies /components

841932, 841939, 841940, 841950, 841960, 841981, 841989 and 84199090

4

All types of centrifuges, filtering or purifying machinery for liquid and gas and (or) their assemblies /sub-assemblies /components

842111, 842112, 842119, 84212110, 84212190, 842122, 842129, 842131, 842139, 842191 and 842199

5

All types of machinery for filling, closing, sealing, labelling bottles, packing or wrapping and (or) their assemblies/sub-assemblies /components

842220, 842230, 842240 and 842290

6

All types of cranes and (or) their assemblies /sub-assemblies/components

842611, 842612, 842619, 842620, 842630, 842641, 842649, 842691 and 84269990

7

All types of machinery for construction, earthmoving, Mining and (or) their assemblies /sub-assemblies/components

8429, 843010, 843020, 843031, 843039, 843041, 843049, 843050, 843141, 843142, 843143 and 843149

8

All types of weaving machines (looms) and (or) their assemblies /sub-assemblies /components

8446, 844811, 844819, 844824 and 844849

9

All types of machinery for making embroidery and (or) their assemblies /sub-assemblies /components.

84479020 and 844859

10

All types of metal cutting machines tools covered under heading 8456 to 8461 and (or) their assemblies

8456, 8457, 8458, 8459, 8460, 8461 and 846693


                      Products sheet according to the BIS list



This certification ensures that products conform to stringent Indian safety standards.

Mandate Timeline Under OTR Order:

  • OTR Order Issued: 28th August 2024
  • Mandatory Compliance Deadline: 28th August 2025
  • Amendment Order Enforced From: 1st September 2026
  • Component & Sub-assembly Regulation: Will be notified later by the Central Government

These measures aim to enhance product safety, operational reliability, and industrial efficiency.
 

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Types of Certifications Under Scheme-X

 

Manufacturers can apply for one of the two certification options under Scheme-X:

1. License for Continuous Production

Ideal for large-scale manufacturers producing equipment on an ongoing basis. The BIS Standard Mark can be applied to every compliant product under this license.

2. Certificate of Conformity (CoC) – Batch Production

Suited for single or limited batch production. CoC number must be displayed on the product or packaging.

 Note: Registration with BIS is mandatory before applying for either option.

 

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Scope & Classification of Scheme-X Standards

 

Scheme-X certification is structured around three levels of Indian safety standards:

Type A: General Safety Standards

Applicable to all machines—focuses on risk assessment and safe design principles
(E.g., IS 16819:2018 / ISO 12100:2010)

Type B: Specific Safety Standards

Covers safety functions like emergency stops, protective devices, and ergonomics

Type C: Machine-Specific Standards

Applies to individual machines with detailed safety requirements. If there's a conflict with A or B, Type C prevails.
 

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Machinery Covered Under OTR Amendment Order, 2025


The certification applies to equipment listed in Schedules 1, 2, and 3 of the OTR Amendment Order, like:

  • Electric generators
  • Hydraulic presses
  • Wire-drawing machines
  • Pumps, motors, and transformers
  • Welding machines
  • Elevators, cranes, escalators
  • Compressors and conveyors
  • Many other categories as notified by the Ministry
     
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Eligibility Criteria for Scheme-X Certification


To qualify for BIS Scheme-X, the manufacturer must:

Be an OEM with a physical manufacturing unit (India or abroad)
Manufacture equipment listed under the OTR Order
Ensure compliance with the corresponding Indian Standard (IS)

Additional Requirements for Foreign Manufacturers:

  • Submit hard copies of documents
  • Appoint an Authorized Indian Representative (AIR)
  • Execute legal documents including:
    • License Agreement
    • Indemnity Bond
    • Performance Bank Guarantee (USD 10,000) from an RBI-approved bank
       
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Step-by-Step Process of Scheme-X Certification


KMA Global assists in every stage of certification:

1. Standard Selection

Identify the applicable Indian Standard (IS) for your product category.

2. Technical Documentation

Compile a detailed technical file including design specs, safety protocols, drawings, and compliance measures.

3. Online Application (ManakOnline Portal)

Submit the application and supporting documents via the official BIS portal.

4. Desk Audit

5. Factory Evaluation & Inspection

BIS will conduct on-site audits to verify manufacturing processes and adherence to standards.

6. Grant of License or CoC

Upon successful review, BIS issues the license or Certificate of Conformity, permitting use of the BIS Standard Mark.
 

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Fees Structure for BIS Scheme-X Certification

 

Fee Type Amount (INR)
Application (License or CoC) 2,000
License Certification Fee (Per Year) 25,000
CoC Certification Fee 10,000 
Technical File Review 20,000 per file     
Factory Inspection (Per Manday) 20,000
Sample Procurement & Testing Charges On Actuals

Concessions: Fee waivers available for MSMEs and Startups as per BIS policies.

Certification Timelines & Validity

 Processing Time:

  • Domestic Manufacturers: 6–8 weeks
  • Foreign Manufacturers: 5–6 months

Delays may occur due to incomplete documents or additional testing requirements.

Validity:

Certification Type

Validity Period

License for Continuous Production

3 to 6 years (renewable)

Certificate of Conformity (CoC)

One-time use only (non-renewable)

Renewal requests must be submitted at least 2 months before license expiry

 

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Why Choose KMA Global?


At KMA Global, we simplify the entire Scheme-X and OTR compliance journey with:

Dedicated experts for each industry
Direct coordination with BIS & testing labs
End-to-end document, portal, and audit support
Transparent pricing and timeline commitment
post-certification guidance for renewals and labelling


 Get Started Today

Navigating BIS Scheme-X certification can be technical and time-consuming—but it doesn’t have to be overwhelming.

KMA Global is your trusted partner in achieving BIS compliance for your machinery and electrical equipment.

 Book a free consultation now and take the first step toward certification success.