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Comment: Editorial changes as per policy change request on 7/18/23

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idForklifts and Other Powered Industrial Trucks
Card
defaulttrue
labelBrief

Title:

Forklifts and Other Powered Industrial Trucks

Publication date:

64/2915/20202021

Effective date:

64/2915/2020

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.

2021

BRIEF

To Read the Full Policy

, Go To:

The POLICY tab on this wiki page.

To Read the ES&H Program Details

, Go To:

ES&H Manual, Chapter 28

Contact Information

EHS

: Subject Matter Expert for Powered Industrial Trucks


, EHS Division

F. Definitions/Acronyms

G. Recordkeeping Requirements

Documentation of PIT operator training is maintained by the EHS Training Group and tracked through the Berkeley Lab Work Planning and Control 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

I. Contact Information

EHS

Contact Information: Subject Matter Expert for Powered Industrial Trucks


, EHS Division

J.

Revision History

Card
labelPolicy

Title:

Forklifts and Other Powered Industrial Trucks

Publication date:

64/2915/20202021

Effective date:

64/2915/2020

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

PIT maintenance and repair vendors, 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 CCR Title 8, 3668 Powered Industrial Truck Operator Training.

D. Policy Statement

  • Drivers of PITs must meet authorization and training requirements and operate their trucks in a manner that minimizes the risk of injury or a dropped load (Work Process A).
  • Contact the Facilities Division Transportation Group to coordinate all procurement, service, repair, and modification of forklifts and other PIT equipment (Work Process B).
  • 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

    2021

    POLICY

    To Read the Full Policy, Go To: ES&H Manual, 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).

  • 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).
  • All PITs must be inspected daily before they are used. The inspection must be documented on the daily inspection checklists shown in ES&H Manual, Chapter 28, Appendix A and Appendix B, 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 they have been qualified and authorized to operate.
    • Adheres to all safety requirements pertaining to the use of PITs, including the requirement for daily inspections of forklifts and other PITs.

    PIT manager

    For each forklift or PIT, a current employee must be identified as PIT manager to the Facilities Transportation Group.

    • Operates only those forklifts and PITs for which they have been qualified and authorized to operate.
    • Ensures use of the PIT is limited to qualified and authorized operators.
    • Acts as the custodian of any keys or other mechanisms for limiting use of the PIT they manage.
    • Maintains records of daily inspections required for all PITs. See Appendix A, Electric Forklift Daily Inspection Form, and Appendix B, LPG, Gas, or Diesel Forklift Daily Inspection Form.

    Supervisor/activity lead

    • Ensures that only those employees who are formally qualified and authorized 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’s authorization to operate after incidents (including near misses) or observing unsafe behavior.

    Facilities Division Transportation Group

    • Maintains an inventory of all forklifts and other PITs.
    • 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 moves/lifts.
    • Participates in pre-lift meetings.
    • Reviews and approves the use of forklift extensions.

    Division practical examiners

    Provide practical examination of PIT operators’ skills.

    Environment/Health/Safety (EHS) Division

    • Develops, maintains, modifies, and provides classroom training.
    • Arranges for training/retraining of PIT instructors.
    • Provides a subject matter expert for program oversight and technical assurance.
    • Provides physicals for PIT operators.

    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.

    Document Number

    ES&H Manual Reference

    Title

    Type

    07.07.025.001

    Ch. 28

    Forklifts and Other Powered Industrial Trucks

    Program

    07.07.008.001

    Ch. 27

    Cranes, Hoists, and Rigging Safety

    Program

    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 for periodic review

    SRD, Next Review date

    Minor

    1/16/2018

    1.2

    M. Kincaid

    Reviewed and revised 10/17/17 for periodic review

    All

    Minor

    6/29/20201.3E. TuckerReference update to Cal/OSHA to reflect 10 CFR 851 varianceC, Source RequirementsMinor
    7/18/20231.4M. KinkaidPolicy re-directed to ES&H Manual Chapter 28AllEditorial 
    Card
    labelDocument Information

    DOCUMENT INFORMATION

    Title:

    Forklifts and Other Powered Industrial Trucks

    Document number

    07.07.025.000

    Revision number

    1.34

    Publication date:

    64/2915/20202021

    Effective date:

    64/2915/20202021

    Next review date:

    64/2914/20232025

    Policy Area:

    Industrial Hygiene and Safety

    RPM Section (home)

    EHS

    RPM Section (cross-reference)

    none

    Functional Division

    EHS

    Prior reference information (optional)

    Source Requirements Documents

    • CCR Title 8, sections 3650, 3664, 3668
    • 10 CFR 851.23, Safety and Health Standards

    Implementing Documents

    Document Number

    ES&H Manual Reference

    Title

    Type

    07.07.025.001

    Ch. 28

    Forklifts and Other Powered Industrial Trucks

    Program

    07.07.008.001

    Ch. 27

    Cranes, Hoists, and Rigging Safety

    Program


    Show If
    grouprpm2-admins
    Card
    labelAdditional Information

    ADDITIONAL INFORMATION

    Title:

    Forklifts and Other Powered Industrial Trucks

    Document number

    07.07.025.000

    Revision number

    1.34

    Publication date:

    64/2915/20202021

    Effective date:

    64/2915/20202021

    Next review date:

    64/2914/20232025

    Policy Area:

    Industrial Hygiene and Safety

    RPM Section (home)

    EHS

    RPM Section (cross-reference)

    none

    Functional Division

    EHS

    Author name/contact info

    M. Kincaid



    Revision 0 publication date

    9/10/2010

    Retirement date

    N/A

    Prior reference information (optional)




    Inputs from more than one Functional Area?

    No

    List additional Functional Areas & contacts




    Inputs from more than one Policy Area?

    No

    List additional Policy Areas & contacts




    30-day notification needed?

    No

    30-day start date

    N/A

    30-day end date

    N/A



    LDAP protected?

    No



    Need TABL reminders?

    No

    Frequency

    N/A

    Brief reminder text:

    N/A



    Approval Sheet for this revision received (date) [Note: author is responsible]


    Key labels/tags:

    • (Policy Area 1), (Policy Area 2), (Section)

    New terms that need to be added to Glossary/Acronym list:

    • (list items not found and context (Policy Area name) – full definition would be included in Policy)

    Implementing Documents restricted to department/functional use

    (optional – these will be used for tracing between requirements and associated documents)

    Document number

    Title







    Side bars:
    Side bar 1 location (cite by Policy Section # - for example: Section D.2.a)
    Sidebar 1 text:
    Sidebar 2 location
    Sidebar 2 text:
    Sidebar 3 location
    Sidebar 3 text: