Explosion-Proof Heater RFQ & Certification Checklist

INTRODUCTION

Many hazardous-area heater delays occur because the thermal data is available but the Ex requirements are incomplete.

A clear RFQ should define both process duty and certification duty before detailed design starts.

1. Process Data

Provide:

medium
composition
normal/max flow
inlet temperature
target outlet temperature
working pressure
design pressure
allowable pressure drop
required power
viscosity/fouling data where relevant
connection size and flange standard

2. Hazardous-Area Data

Provide:

area classification
gas or vapor identity
gas group
temperature class
EPL where applicable
ambient-temperature range
indoor/outdoor installation
IP requirement
cable system
dust classification if applicable

3. Certification Requirement

State clearly which conformity route is mandatory.

Examples:

China-market explosion-protection certification requirements, including CCC where applicable
IECEx
ATEX under Directive 2014/34/EU for relevant EU market applications
third-party project approval
offshore / marine requirements

Do not request only “international Ex certificate.” Name the required scheme.

4. IECEx and ATEX

IECEx is an international conformity-assessment system based on standards for equipment used in explosive atmospheres.

ATEX Directive 2014/34/EU is European Union product legislation covering equipment and protective systems intended for use in potentially explosive atmospheres. The separate Workplace Directive 1999/92/EC addresses minimum requirements for protecting workers potentially at risk from explosive atmospheres. This guide focuses on equipment selection and product conformity, not workplace classification obligations.

They are not the same legal or certification framework.

The project should confirm which documentation is required for the destination market.

5. Heater Scope

Clarify whether supply includes:

heater body
Ex terminal box
heating elements
sensors
cable glands
local junction boxes
control cabinet
PLC/HMI
flow instruments
pressure instruments
level instruments
skid frame
piping and valves
insulation
field cables

6. Required Drawings

Typical project drawings may include:

general arrangement
heater outline
nozzle orientation
foundation or skid drawing
P&ID
electrical single line
wiring diagram
terminal plan
control-panel layout
cable schedule
instrument hook-up where agreed

7. Technical Documents

May include, as agreed:

datasheet
material list
calculation summary
instrument list
I/O list
alarm/trip matrix
operation manual
inspection plan
test records
certificate copies
packing list

8. Inspection and FAT

The agreed inspection scope can include:

dimensional inspection
resistance check
insulation-resistance test
dielectric-withstand test
wiring verification
panel power-on test
alarm/interlock simulation
instrument certificate review
functional sequence test
pressure test where applicable and included
visual and marking inspection

Exact FAT items and acceptance criteria should be agreed before order.

9. Certification Boundary

One of the most important questions is:

Which exact items are required to carry Ex certification?

For example:

heater terminal enclosure
complete heater assembly
temperature sensors
cable glands
junction boxes
field instruments
control cabinet

The required certification boundary must be confirmed before quotation.

10. Vendor Clarifications

Before order, clarify:

applicable standard edition
certificate language
document language
drawing approval process
third-party witness requirement
customer hold points
delivery documentation format
electronic / hard-copy requirements
nameplate language
spare parts
commissioning support

11. RFQ Checklist

Minimum recommended RFQ package:

process datasheet
hazardous-area datasheet
certification requirement
project specification
electrical specification
instrument specification
required drawings/documents list
inspection/FAT requirement
destination country
supply boundary

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FAQ

Is “CE” the same as ATEX?

No. Relevant products within the scope of ATEX Directive 2014/34/EU follow the applicable ATEX conformity-assessment route and bear CE marking as required. A generic CE statement by itself does not establish ATEX compliance or define the Ex certification scope.

Is IECEx accepted everywhere?

Acceptance depends on the country, authority, owner and project specification. The required scheme should be confirmed.

Should the customer define the hazardous area?

Normally the plant owner, EPC or qualified hazardous-area authority provides the site classification used for equipment selection.

Can FAT requirements be decided after production?

It is better to agree FAT scope and acceptance criteria before order because they can affect design, instrumentation and documentation.

Engineering Note

This series is for technical explanation and preliminary engineering reference. Hazardous-area classification, protection concept, certification route, temperature class, installation requirements and final equipment selection must be confirmed from the actual project, applicable code, authority having jurisdiction and agreed certification scope. A certificate issued under one national or regional scheme should not be assumed to satisfy another scheme automatically.

Need an explosion-proof heater RFQ review?

Send the process datasheet, hazardous-area classification, certification requirement and document list to Xiangyuan Machinery.

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