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PROJECT HSEQT

LIFTING PLAN & METHODS

Lifting Plan Title:


INSERT
Lifting Plan No.:

[LP-Project No-000]

Revision No.:

DRAFT

Prepared by:

Name:

Signed:

Date:

Revision Detail:
Revision No.:

Revision Detail & Issue Status:

Completed by:

Issued Date:

NOTE: All REVISIONS completed will be UNDERLINED to highlight and show changes made after first issue.
Where DELETION required, double strike through [e.g. text no longer required].
NOTE: Where updating a previously revised document, convert previous revisions UNDERLINED back to
NORMAL TEXT and DELETE text that was previously double struck through;

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 1 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Lifting Plan Details
Project Manager:

INSERT

[LP-Project No-000]

Revision No.:

Revision 0

Anticipated Start Date:

INSERT

Anticipated Duration:

INSERT

Site Working Hours:

Mon Fri: 08:0018:00hrs

Saturday: 08:0013:00hrs

Sunday: None

Project Name & No.:

INSERT

Project Address:

INSERT

Lifting Plan Title:

INSERT

Lifting Plan No.:

Location of Works: [see Appendix for Sketch of Work Area , Crane Positioning, Radius & Lifting Diagram]

Project Name, Geographical Location whole site or specific locations [as applicable] and all work faces;

[Chainage]

[Building]

Overview of Scope:

It is the aim of this Lifting Plan to define and describe how the equipment and safe procedures are to be employed to
complete lifting operations in accordance with Legislation and Approved Codes of Practice;

[Describe the scope of the works to be completed]

[e.g. Lifting of all associated equipment, plant and materials for the completion of site operations, from formwork and
falsework, to concrete skips and compressors, allowing works to be completed on multiple work faces and progression
of works in all areas within the safe working radii of the Excavator]

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 2 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Lifting Team & Lifting Competency Details: [see Appendix for Copies of CPCS Competency Cards]
NOTE: this is a LIVE document. Where operatives are known to be involved in the Lifting Operation, details will be
inserted here. Where the lifting team are not known prior to submittal for review, details will be added prior to operations.
Competence of individuals will be checked as they are inducted and briefed on the lifting plan;
Appointed Person
Name: INSERT

CPCS No: INSERT

Expiry Date: INSERT

Name:

CPCS No:

Expiry Date:

[NOTE: Due to complexity of lifts or Client requirement, a Crane Supervisor may be required on your site. Insert details as
required or delete all sections & references to Crane Supervisor when not required DELETE NOTE PRIOR TO SUBMITTAL]
Crane Supervisor [where applicable]
Name: INSERT

CPCS No: INSERT

Expiry Date: INSERT

Name:

CPCS No:

Expiry Date:

Name: INSERT

CPCS No: INSERT

Expiry Date: INSERT

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name: INSERT

CPCS No: INSERT

Expiry Date: INSERT

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Name:

CPCS No:

Expiry Date:

Excavator Operator

Slinger Signaller

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 3 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Lifting Appliance Completing Operation: [strikethrough as applicable]
Lifting Appliance
Lift Classification

Tower Crane

Mobile Crane

Crawler Crane

Other [state below]

Spider / Mini Crane

Excavator

HIAB

N/A

Basic

Standard

Complex

Tandem

Selected Appliance: [for multiple appliances duplicate details]


Make
Model
Owner / Hirer
Configuration
Main Boom Length
Lift Radius
Lift Height
Counterweight
Quickhitch Weight & SWL
SWL & Radius

Temporary Works & Outrigger Loadings: [delete as applicable]


Ground Conditions
CBR Test Required?

Yes / No

CBR Test Results Attached

Yes / No see Appendix --

Outrigger Base Set-up


Outrigger Base Dimensions
Outrigger Point Load

Mat Area Provided [m2]

Resulting Ground Pressure

Permissible Loadings

Additional Mats Required?

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

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Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Lifts or Loads: [strikethrough as applicable]
Types of Lift

Multiple
[defined multiple or common lifts]

Single [defined single operation]

Schedule of Common Lifts for Operations to be completed attached:

Yes see Appendix / No see below

Lifting Method & Schedule:


[NOTE: where multiple items and Schedule of Common Lifts are not used copy and paste this section as required to
cover all items DELETE this cell prior to submission]
Description of Load[s]: [e.g. Rebar bundles various diameters]

Dimensions of Load[s]: [e.g. rebar bundles upto 8m x 0.75m x 0.75m sizes & dimension to vary based on call off
requirements]

Gross Weight of Load[s]: [where applicable include / add hook block weight]
Load:

Weight of Load:

[EXAMPLE: rebar
bundle]

[upto 2000kg]

Hook Block &


Lifting Accessories
Weight:
[470kg Hook block
&
30kg 4-Leg chains]

10 % Factor of
Safety:

Gross Weight of
Load:

[200kg]

[2230kg]

Lifting Points [as applicable]: [e.g. None loose product [rebar] choked chains] [e.g. 4No. designated lifting points
[storage cabins]]

Slinging Methodologies: [e.g. 2-legs of the chains will be double wrapped and choked around the rebar at appropriate
angles & width;

Lifting Accessories & Equipment [incl. SWL]:


Lifting Accessory or Equipment:

Mode Factors:

Resulting SWL of Lifting Accessory


or Equipment:

[e.g. 4-Leg Chain Sling, Shorteners,


Safety Hooks, 6m length, 6.7t SWL]

[e.g. 2-legs in use: SWL x = 3.35t]


[e.g. choked chains: SWL x 0.8 =
2.68t]

[e.g. 2.68t SWL for lifting


methodology]

Safe Lifting Considerations:

Visual inspection must be completed of the lifting accessories and equipment prior to use ensure minimum SWL is
correct and equipment supplied for use is as per Lifting Accessories & Equipment above;

Confirm that the SWL of the lifting accessories and equipment takes account of both the weight and the mode of use
[i.e. downgrade the SWL where chokes are used and number of legs in use];

Visual inspection must be completed of the lifting points prior to lifting to ensure they are not damaged;

Protect lifting accessories where applicable to ensure they are not damaged by sharp edges and free to align
correctly;

Ensure the load will stay together during lifting operations, and all loose materials removed from equipment prior to
lift;

Test lift and landing of the load to be completed, to check balance, stability and bite of accessories and equipment;

Tag line to be used to assist in the control of the load NEVER wrap the tag line around your hand or wrist and ensure
it is free from obstructions when hoisting;

Keep hands, fingers and limbs free from the lifting accessories and choke points during hoisting;

Exclusion zone required around lifting and loading areas. No lifting over the head of personnel, clear a safe lifting
path across the site;

Ensure the landing site is clear and suitable prior to commencing lift;

Ensure the load is stable when lowered and landed, prior to releasing the weight and lowering fully. Ensure lifting
accessories are not trapped when landed and are free for removal;

No chandelier lifts are to be completed at any time;

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 5 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Drawing or Photograph of Load & Slinging Methodology & Points

Document Owner:
Document Control
Date:

[insert]

[insert]

[insert]

[insert]

HSEQT Department
April 2013

Page 6 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Site Information & Proximity Hazards
Access / Egress site restrictions

INSERT

Access / Egress ground conditions

INSERT

Railway Infrastructure & Tunnels

INSERT

Airfields & Airports

INSERT

Buildings & Property Boundaries

INSERT

Overhead Cables & Obstructions

INSERT

Underground Services

INSERT

Underground Voids, Vaults & Cellars

INSERT

Excavations & Temporary Works

INSERT

Traffic Management & Diversions

INSERT

Other Craneage, Lifting Appliances or


Plant [i.e. Concrete Pumps]

INSERT

Unusual Features, Slew & Lifting


Restrictions

INSERT

Mechanical or Electronic Crane


Restrictions Required

INSERT

Primary Communications: [strikethrough as applicable]


Hand Signals
Anticipated Number of Operatives

Two-way Radios
Crane Supervisor

Second Banksman

INSERT

Slinger Signallers

INSERT

Weather Conditions:
Maximum Wind Speed
[General Guidelines]
[Manufacturers Guidance
must be reviewed ]

Tower Crane

Mobile Crane

Crawler Crane

20m/s or 45mph

9.8m/s or 22mph

14m/s or 31mph

Excavator

Telehandler / FLT

HIAB

No operations will take place in wind speeds over 9.8 metres per second;

No operations will take place in wind speeds over the lifting appliance manufacturers guidance on wind speed;

Lifting operations must stop during storms, or when there is a risk of lightning strikes;

NOTE: all lifting operations will be assessed at the time of operations by the Excavator Operator, Crane Supervisor
and / or Slinger Signaller;

NOTE: local conditions and the safety of personnel may dictate that the Excavator Operator, Crane Supervisor and /
or Slinger Signaller have to stop lifting operations at a lower wind speed than specified above;

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 7 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Initial Conditions
[NOTE: This is a GENERIC overview and must be made SITE SPECIFIC and needs to read through and altered as required
DELETE this cell prior to submission]
1.

The working area must be cleared to allow the Excavator, low loader delivery and lifting operations to take place in a
safe manner without endangering miscellaneous personnel, not directly involved in the lifting operations;

2.

All personnel not directly concerned with the lift must keep out of the lift appliance operating areas. The working
area should be cordoned off or otherwise secured against personnel entry;

3.

The Appointed Person or the Crane Supervisor [where briefed by the AP previously] shall make himself known to all
personnel and conduct a toolbox talk on the Lifting Plan and Methods prior to commencing operations;

4.

Under no circumstances shall the Excavator be used for lifting purposes when not under the instruction of the
Appointed Person or Crane Supervisor;

5.

All Excavators left unattended shall be left in a safe condition with no load or lifting equipment on the Quickhitch.
The Excavator will be shut down and isolated as per manufacturers instructions, secured and locked. The keys WILL
be removed from the equipment when exiting the working cab;

Lift Procedure
[NOTE: This is a GENERIC overview and must be made SITE SPECIFIC and needs to read through and altered as required
DELETE this cell prior to submission]
1.

Excavator together with associated labour will arrive on site at an agreed date and time for induction and to receive
toolbox talk communication of Lifting Method Statement, Lifting Plan and Risk Assessment;

2.

Excavator to track into position under the control of Slinger / Signaller as required for the lift to be completed.

3.

Daily checks as required and applicable to Excavator will be completed at the start of each shift to ensure the
Excavator is fit for purpose and in good working order. Any issues will be highlighted and reported to Plant Owner for
completion of maintenance;

4.

On completion of checks, and when in position for lifting, as directed by Slinger / Signaller, the Excavator operator
will lower the Quickhitch to ground level, allowing access to the lifting eye and turn off the engine / apply the dead
mans handle so the excavator cannot move / operate whilst the Slinger / Signaller is around the Quickhitch;

5.

Lifting tackle for executing lift will be connected to the lifting eye using appropriately sized shackle, checked for
condition prior to work by Slinger / Signaller. Any defects will be noted and equipment not used if defects found. A
record of checks will be formally recorded and completed weekly by Slinger / Signaller

6.

The Quickhitch of the Excavator will be hoisted into the air. The Quickhitch lifting eye is designed for straight lifts
only, therefore the Quickhitch must be crowded at the appropriate angle to achieve this [i.e. adjustment required
during lifts to ensure this achieved during radii changes;

7.

The Excavator will now be slewed over item to be lifted and lifting tackle attached to load as set out and briefed in
the LP or Schedule of Common Lifts;

8.

Slinger / Signaller will now instruct operator by hands signals to slowly hoist up to take the slack out of the tackle;

9.

Slinger / Signaller will now plumb the Quickhitch of the Excavator vertically above lift;

10.

Tag lines will now be attached to the lift as required. Gloves will be worn at all times when using tag lines. Tag line
will NOT be wrapped around wrists or limbs to assist control or stability;

11.

Slinger / Signaller will now instruct Excavator operator using hand signals to hoist item just clear of transport /
ground to complete a test lift and land;

12.

Slinger / Signaller will check for correct slinging and adjust if necessary;

13.

Once all checks completed and happy to proceed, hoist as required until clear of obstructions. Slinger / Signaller will
instruct the Excavator operator to lift load to required position;

14.

Slinger / Signaller will guide load to required landing area and instruct Excavator operator to lower lifted item as
required;

15.

Once landed, position checked and placed, Excavator operator will be instructed to lower off all weight of lifted item;

16.

Lifting tackle will be released from item and Excavator operator instructed to hoist up until lifting equipment is clear
of all obstructions;

17.

Slinger / Signaller will now instruct Excavator Operator to slew Excavator back over delivery area and to lower down
over the next item to be lifted;

18.

Operations 9 to 17 will now be repeated as required until all items have been lifted and placed as required;

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 8 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Lift Procedure
[NOTE: This is a GENERIC overview and must be made SITE SPECIFIC and needs to read through and altered as required
DELETE this cell prior to submission]
19.

Once all lifting has been completed Excavator operator to lower Quickhitch to ground and lifting tackle removed from
hook and stowed away;

Variations to Lifting Plan


Any and all significant variation to this Lifting Plan & Method Statement, including drawings must be notified to the
Appointed Person before proceeding with the lift. The Crane Supervisor must note details of all variations together with
the comments of the Appointed Person and recorded on the change log;

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 9 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Lifting Plan & Assessment Management Communication Log
Appointed Person
I have checked all the above items, and confirm that to the best of my knowledge Excavator is capable of carrying out the
lifts described and within the limits specified.
I have informed the Crane Supervisor [where applicable], Excavator Operator(s) and Slinger / Signaller(s) of the contents
of this Lifting Plan and Assessment.
Name:

Signature:

Date:

Name:

Signature:

Date:

Crane Supervisor [where applicable]


I am aware of the lifts for which the use of this Excavator is authorised and any limitations imposed & will ensure that to
the best of my ability the Excavator is not used outside these limits.
I have informed the Excavator Operator and Slinger / Signaller(s) accordingly of the contents of this Lifting Plan and
Assessment where the Appointed Person is unavailable.
Name:

Signature:

Date:

Name:

Signature:

Date:

Excavator Operators:
I am aware of the lifts for which the use of this Excavator is authorised and any limitations imposed & will ensure that to
the best of my ability the Excavator is not used outside these limits.
Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Slinger / Signallers:
I am aware of the lifts for which the use of this Excavator is authorised and any limitations imposed & will ensure that to
the best of my ability the Excavator is not used outside these limits.
Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Name:

Signature:

Date:

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 10 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Variations Change Log
Any minor changes to the works, obstructions & restrictions should be noted where these occur. All minor changes should
be reviewed by the Authorised Person and discussed with the Crane Supervisor [where applicable], Slinger Signaller and
Excavator Operator and signed off by all persons involved in the lift before proceeding with works. A record of
communication must be completed after each change noted.
Any significant changes require review, revision and re-issue of the Lifting Plan prior to starting works [e.g. Lifting
Appliance supplied not item Scheduled i.e. due to breakdown or hire issues];

I have reviewed and checked the above change log items, and confirm that to the best of my knowledge Excavator is
capable of carrying out the lifts described and within the limits specified.
I have informed the Crane Supervisor [where applicable], Excavator Operator(s) and Slinger / Signaller(s) of the contents
of this Lifting Plan and Assessment.
Appointed Person

Document Owner:
Document Control
Date:

Name:

Signed:

Date:

Name:

Signed:

Date:

HSEQT Department
April 2013

Page 11 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2

PROJECT HSEQT
LIFTING PLAN & METHODS
Appendices:

examples

Appendix --

Sketch of Work Area , Crane Positioning, Radius & Lifting Diagram

Appendix --

Machine Duty Charts

Appendix --

Machine LOLER Test Certification

Appendix --

Risk Assessment

Appendix --

CBR Results & Temporary Works Calculation [as applicable]

Appendix --

CPCS Competency Cards

Appendix --

Schedule of Common Lifts

Document Owner:
Document Control
Date:

HSEQT Department
April 2013

Page 12 of 12

Document No.:
Document Control Revision
No.:

HSEQT/SF335
2