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Forklifts and Other Powered Industrial Trucks

    Title:

    Forklifts and Other Powered Industrial Trucks

    Publication date:

    9/10/2013

    Effective date:

    9/10/2010

    BRIEF

    Policy Summary

    The Forklifts and Other Powered Industrial Trucks (PITs) Program at Berkeley Lab ensures that forklifts and other PITs are operated safely and in conformance with all applicable standards for:

    • Forklifts
    • Tow motors
    • Pushers
    • Electric pallet movers
    • Electric stackers

    Who Should Read This Policy

    Berkeley Lab employees, visitors, affiliates, and subcontractors who operate forklifts and other PITs at the Laboratory

    To Read the Full Policy, Go To:

    The POLICY tab on this wiki page

    To Read the ES&H Program Details, Go To:

    http://www.lbl.gov/ehs/pub3000/CH28.html

    Contact Information

    Forklifts/Trucks
    Occupational Safety Group
    EHSS Division

    Title:

    Forklifts and Other Powered Industrial Trucks

    Publication date:

    9/10/2013

    Effective date:

    9/10/2010

    POLICY

    A. Purpose

    The Forklifts and Other Powered Industrial Trucks (PITs) Program at Berkeley Lab ensures that forklifts and other PITs are operated safely and in conformance with all applicable standards for:

    • Forklifts
    • Tow motors
    • Pushers
    • Electric pallet movers
    • Electric stackers

    B. Persons Affected

    Employees, visitors, affiliates, and subcontractors who operate forklifts and other PITs at Berkeley Lab

    C. Exceptions

    The PIT maintenance and repair vendor; subcontractors and vendors operating their own PITs; and outsourced PIT trainers are not required to have Berkeley Lab PIT training or medical examinations. However, they must have training, provided by their employer, to meet the requirements of 29 CFR 1910.178.

    D. Policy Statement

    1. Drivers of PITs must meet certification and authorization requirements and operate their trucks in a manner that minimizes the risk of injury or a dropped load (Work Process A).
    2. Contact the Facilities Division Transportation Group to coordinate all procurement of forklift and other PIT equipment, service, repair, and modification. (Work Process B).
    3. Operation of forklifts and other PITs is restricted to trained personnel who have completed Berkeley Lab required training (note exceptions above) and who have been certified for specific types of equipment in accordance with the requirements of PUB-3000, Chapter 28, Forklifts and Other Powered Industrial Trucks. In addition, all PIT use must be approved by the PIT manager for that particular truck (Work Process C).
    4. High-consequence/high-value lifts and moves often involve the use of forklifts. The requirements for high-consequence/high-value lifts and moves are addressed in Chapter 27, Work Process D, Restricted Operations, and also apply to such moves involving the use of forklifts (Work Process D).
    5. All PITs must be inspected daily before they are used. The inspection must be documented on the daily inspection checklists shown in PUB-3000, Chapter 28, Appendix C and Appendix D, and the checklists must be kept on file by the PIT manager (Work Process E).

    E. Roles and Responsibilities

    Managers, supervisors, and employees have the responsibility to adhere to the provisions of this policy.

    Role

    Responsibilities

    PIT Operator

    • Operates only those forklifts and PITs for which he or she holds specific operator certification
    • Adheres to all safety requirements pertaining to the use of PITs, including the requirement for daily inspections of forklifts and other PITs

    PIT Manager

    • Holds valid certification for the operation of the PITs in question
    • Controls use of the PIT and limits use of the PIT to qualified operators 
    • Acts as the custodian of any keys or other mechanisms for limiting use of the PIT
    • Maintains the records of the daily inspections required for all PITs 

    Supervisor

    • Ensures that only those employees who are formally qualified by training and certification may operate a forklift or other PIT  
    • Enforces the use of safe lifting practices, and the maintenance of lifting equipment in good mechanical and operating condition.
    • Revokes or suspends PIT operator licenses after incidents (including near misses) or observing unsafe behavior

    Facilities Division Transportation Department

    Maintains an inventory of all forklifts and other PITs, and arranges for routine maintenance and repair of PITs

    Facilities Division Rigging Supervisor

    Provides guidance and assistance with lifts; participates in the development and review of high-consequence/high-value lifts/moves; participates in pre-lift meetings; and reviews and approves the use of forklift extensions

    Division Practical Examiners

    Provide practical examination of PIT operators' skills

    Environment, Health, Safety, and Security (EHSS) Division

    • Develops, maintains, modifies, and provides classroom (lecture) training, and arranges for training/retraining of PIT instructors
    • Provides a subject matter expert (SME) to program oversight and technical assurance. The EHSS Health Services Group provides physicals for PIT operators.

    F. Definitions/Acronyms

    Term

    Definition

    Forklift

    A high-lift powered industrial truck, equipped with load carriage and forks for transporting and tiering loads

    Powered Industrial Truck (PIT)

    Examples of PITs include, but are not limited to, forklifts, pushers, stackers, tow motors, and electric pallet jacks.

    G. Recordkeeping Requirements

    Documentation of PIT operator training is maintained by the EHSS Training Group and tracked through the Berkeley Lab Job Hazards Analysis (JHA) system. Medical qualifications to operate PITs are maintained by Health Services. PIT pre-use inspection forms are maintained by the PIT manager.

    H. Implementing Documents

    Document Number

    PUB-3000 Reference

    Title

    Type

    07.07.025.001

    Ch. 28

    Forklifts and Other Powered Industrial Trucks

    Program

    07.07.025.002

    Ch. 28, Work Process A

    General Requirements

    Work Process

    07.07.025.003

    Ch. 28, Work Process B

    Procurement of PITs and Attachments

    Work Process

    07.07.025.004

    Ch. 28, Work Process C

    Authorization and Qualifications

    Work Process

    07.07.025.005

    Ch. 28, Work Process D

    Restricted Lifts

    Work Process

    07.07.025.006

    Ch. 28, Work Process E

    Inspections and Maintenance

    Work Process

    07.07.008.001

    Ch. 27

    Cranes, Hoists, and Rigging Safety

    Program

    I. Contact Information

    Forklifts/Trucks
    Occupational Safety Group
    EHSS Division

    J. Revision History

    Date

    Revision

    By Whom

    Revision Description

    Section(s) Affected

    Change Type

    1/2/2012

    0

    M. Rice

    Rewrite for wiki (brief)

    All

    Minor

    9/26/2012

    1

    M. Rice

    Rewrite for wiki (policy)

    All

    Minor

    9/10/2013 1.1 M. Rice Reviewed 8/28/13 SRD, Next Review date Minor

    DOCUMENT INFORMATION

    Title:

    Forklifts and Other Powered Industrial Trucks

    Document number

    07.07.025.000

    Revision number

    1.1

    Publication date:

    9/10/2013

    Effective date:

    9/10/2010

    Next review date:

    9/10/2016

    Policy Area:

    Industrial Hygiene and Safety

    RPM Section (home)

    EHS

    RPM Section (cross-reference)

    none

    Functional Division

    EHSS

    Prior reference information (optional)

     

    Source Requirements Documents

    • 29 CFR 1910. 178, Occupational Safety and Health Standards for General Industry, Powered Industrial Trucks
    • 10 CFR 851.23,  Safety and Health Standards

    Implementing Documents

    Document Number

    PUB-3000 Reference

    Title

    Type

    07.07.025.001

    Ch. 28

    Forklifts and Other Powered Industrial Trucks

    Program

    07.07.025.002

    Ch. 28, Work Process A

    General Requirements

    Work Process

    07.07.025.003

    Ch. 28, Work Process B

    Procurement of PITs and Attachments

    Work Process

    07.07.025.004

    Ch. 28, Work Process C

    Authorization and Qualifications

    Work Process

    07.07.025.005

    Ch. 28, Work Process D

    Restricted Lifts

    Work Process

    07.07.025.006

    Ch. 28, Work Process E

    Inspections and Maintenance

    Work Process

    07.07.008.001

    Ch. 27

    Cranes, Hoists, and Rigging Safety

    Program

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