Introduction


BIS Scheme X has become a cornerstone regulatory pathway for manufacturers of industrial machinery and electrical equipment that pose higher safety or performance risk. Whether you're making low-voltage switchgear, industrial transformers, pumps, compressors, cranes, or life-critical equipment, understanding Scheme X and how BIS Scheme X Certification works is essential before you manufacture, import, sell or distribute these products within India.

What is Scheme X and why it matters


Scheme X is a product certification scheme framed under the BIS Conformity Assessment Regulations. Its objective is to elevate industrial safety and product quality to internationally acceptable standards. When a product obtains Scheme X Certification — the BIS Scheme X licence or a Certificate of Conformity (CoC) — it demonstrates adherence to Indian Standards and recognized technical requirements, giving end users and regulators confidence in safety and performance.

Scope: Which products fall under BIS Scheme X?


Scheme X focuses on high-risk industrial and safety-critical products: low-voltage switchgear and control gear, industrial transformers, rotary electrical machines, pumps for handling liquids, compressors, large machine tools, cranes, pressure vessels, and associated assemblies and sub-assemblies. The Omnibus Technical Regulation (OTR) issued by the Ministry of Heavy Industries in 2024 expands the scope — and mandates OTR Registration for many categories — so manufacturers should carefully check the technical schedules to confirm inclusion.

Two certification routes: BIS Licence vs Certificate of Conformity (CoC)

BIS offers two main routes under Scheme X:

  • BIS Licence (CM/L-xxxxxxx) — for continuous production and long-term market presence. The licence authorizes use of the BIS Standard Mark (with licence number) on certified products and typically requires periodic surveillance audits and ongoing compliance.
  • Certificate of Conformity (CoC) — for one-time production or limited batches. CoC is suitable for specific consignments and does not carry renewal in the same way as a licence.

OTR Registration and its relationship with Scheme X


The OTR (Omnibus Technical Regulation) introduced in 2024 by the Ministry of Heavy Industries broadens Scheme X's reach and requires manufacturers and importers of applicable equipment to complete OTR Registration where specified. OTR Registration aligns product categories with Scheme X requirements and is the administrative step that often precedes or runs in parallel with the certification process.

Step-by-step: How to secure BIS Scheme X Certification

  1. Verify scope & applicability — Check the product schedules under Scheme X and the OTR to confirm the product is covered.
  2. Prepare documents — Company registration, PAN and GST, product details, basis of design, BOM and process flows, QA/QC manuals, test reports, and a complete technical file.
  3. Technical file assembly — Compile design specs, drawings, test methods, material traceability, intended use, limitations, and conformity evidence.
  4. Online application & fee payment — Submit via the BIS portal with supporting documents.
  5. Factory audit — Domestic audits (commonly 1–2 days); foreign audits often last 3 days or more and require an Authorized Indian Representative (AIR).
  6. Sample testing — At manufacturer labs (witnessed) or BIS approved labs. Tests must demonstrate conformity to the relevant IS.
  7. Grant of licence / CoC — If compliant, BIS issues the licence or CoC and the right to use the BIS Scheme X Mark.

Documents checklist

  • Company registration & addresses
  • PAN, GST details
  • Product descriptions, model numbers, and classification
  • Technical design file, drawings, BOM
  • Quality assurance & process flow documentation
  • Test reports and lab certifications
  • Authorized signatory details and power of attorney (for foreign manufacturers: AIR documentation)

Factory audits: what BIS inspectors look for

Auditors evaluate QA systems, manufacturing processes, traceability, product testing procedures, storage and packing practices, calibration records, and the technical file. Any non-conformities will be communicated with corrective actions required prior to grant.

Renewal, validity and surveillance

Licences are typically issued for multiple years (check current BIS rules); surveillance audits and periodic sample testing ensure continued compliance. CoCs are for one-time production and do not require renewal for the same batch.

Special considerations for foreign manufacturers

Foreign firms must appoint an Authorized Indian Representative (AIR), prepare for longer audits, and understand that the classification for foreign applicants often falls under higher due diligence. Logistics for BIS audit visits and witness testing also add lead time and cost.

MSME perspective: benefits and support

MSMEs gain market legitimacy, easier acceptance by customers and regulators, and access to institutional procurement. Scheme X Certification also creates a documented QA posture that helps in tendering and export compliance.

Common pitfalls & practical tips

  • Don't under-estimate the technical file — concrete traceability and measured test data matter.
  • Use BIS-recognized labs for critical tests or ensure manufacturer lab arrangements are documented and acceptable.
  • Engage with an experienced BIS consultant early to map documentation and audit readiness.
  • If exporting, coordinate OTR Registration and customer documentation to avoid customs or market access delays.

Conclusion


BIS Scheme X Certification and OTR Registration are now critical elements of the regulatory matrix for high-risk industrial and electrical equipment in India. Proper planning, a robust technical file, and transparent QA systems make the process predictable and ensure market access with the BIS Standard Mark — a recognized sign of product safety and quality.

Choosing the right BIS Consultant is essential for smooth certification. At Sun Certifications India, our experts guide manufacturers through every step of the BIS registration process. From document verification to pre-audit support, we ensure compliance with all BIS norms. Our practical approach helps clients avoid delays and misunderstandings, making the journey to obtaining a BIS Certificate simple and efficient. With our dedicated support, businesses can confidently achieve mandatory and voluntary certification, ensuring that their products meet the highest quality and safety standards set by the Bureau of Indian Standards.