Ministry of Defence

Defence Standard 02-113

Issue 2 Publication Date 08 March 2002

Requirements for Mechanical Handling

Part 7
Lever Hoists

Category 2

AMENDMENTS ISSUED SINCE PUBLICATION

AMD NO

DATE OF
ISSUE

TEXT AFFECTED

SIGNATURE &
DATE

Revision Note
This Issue of this Standard has been prepared to incorporate changes to text and presentation.
The technical content has been updated in line with current practice.
Historical Record
Def Stan 02-113(Part 7)/ Issue 1
NES 113 Part7 Issue 3
NES 113 Part7 Issue 2
NES 113 Part7 Issue 1
DG Ships 1130

1 April 2000
September 1994.
November 1989.
August 1985.

DEFENCE STANDARD 02113 (NES 113)

REQUIREMENTS FOR MECHANICAL HANDLING

PART 7 ISSUE 2

LEVER HOISTS

This Defence Standard is

authorized for use in MOD contracts
by the Defence Procurement Agency and
the Defence Logistics Organisation

Published by:
Defence Procurement Agency,
An Executive Agency of The Ministry of Defence,
Directorate of Standardization,
Kentigern House,
65 Brown Street,
Glasgow, G2 8EX.
1

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

SCOPE
1.
This Defence Standard, 02113 Part 7, specifies the requirements for the design,
inspection, testing and certification of Link Chain Lever Hoists used in HM Surface Ships and
Submarines.

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

FOREWORD
Sponsorship
1.

This Naval Defence Standard is sponsored by the Defence Logistics Organization.

2.

The complete Def Stan 02-113 comprises:

Requirements for Mechanical Handling
Part 1: Basic Principles of Design;
Part 2: Fixed Crane and Gantries Design Parameters;
Part 3: Anchor Capstans, Capstans and Cable Holders;
Part 4: Lifts;
Part 5: Withdrawn;
Part 6: Winches, Reels and Windlasses;
Part 7: Lever Hoists;
Part 8: Davits and Derricks;
Part 9: Withdrawn;
Part 10: Nontraversing Hand Operated Chain Blocks and their associated Nongeared
Overhead Runway Trolleys;
Part 11: Pulley Blocks and Snatch Blocks (Nongeared).

3.

Any user of this standard either within MOD or in industry may propose an amendment to
it. Proposals for amendments that are not directly applicable to a particular contract are to
be made to the publishing authority identified on Page (i), and those directly applicable to a
particular contract are to be dealt with using contract procedures.

4.

If it is found to be unsuitable for any particular requirement MOD is to be informed in writing

of the circumstances.

5.

No alteration is to be made to this standard except by the issue of an authorized amendment.

6.

Unless otherwise stated, reference in this standard to approval, approved, authorized and
similar terms, means by the MOD in writing.

7.

Any significant amendments that may be made to this standard at a later date will be indicated
by a vertical sideline. Deletions will be indicated by 000 appearing at the end of the line
interval.

8.

This standard has been reissued to reflect changes in Departmental Nomenclature due to the
MOD reorganization and the changes to technical requirements.

Conditions of Release
General
9.

This Defence Standard has been devised solely for the use of the MOD, and its contractors in
the execution of contracts for the MOD. To the extent permitted by law, the MOD hereby
excludes all liability whatsoever and howsoever arising (including but without limitation,
liability resulting from negligence) for any loss or damage however caused when the Defence
Standard is used for any other purpose.

10.

This document is Crown Copyright and the information herein may be subject to Crown or
third party rights. It is not to be released, reproduced or published without written permission
of the MOD.

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)
11.

The Crown reserves the right to amend or modify the contents of this Defence Standard
without consulting or informing any holder.

MOD Tender or Contract Process

12.

This Defence Standard is the property of the Crown. Unless otherwise authorized in writing
by the MOD must be returned on completion of the contract, or submission of the tender, in
connection with which it is issued.

13.

When this standard is used in connection with a MOD tender or contract, the user is to ensure
that he is in possession of the appropriate version of each document, including related
documents, relevant to each particular tender or contract. Enquiries in this connection may
be made to the authority named in the tender or contract.

14.

When Defence Standards are incorporated into MOD contracts, users are responsible for their
correct application and for complying with contractual and other statutory requirements.
Compliance with a Defence Standard does not of itself confer immunity from legal obligations.

Categories of Naval Defence Standard

15.

The Category of this standard has been determined using the following criteria:
a.

Category 1. If not applied may have a Critical affect on the following:

Safety of the vessel, its complement or third parties.
Operational performance of the vessel, its systems or equipment.

b.

Category 2. If not applied may have a Significant affect on the following:

Safety of the vessel, its complement or third parties.
Operational performance of the vessel, its systems or equipment.
Through life costs and support.

c.

Category 3. If not applied may have a Minor affect on the following:

MOD best practice and fleet commonality.
Corporate experience and knowledge.
Current support practice.

Related Documents
16.

In the tender and procurement processes the related documents listed in each section and
Annex A can be obtained as follows:
a.

British Standards
British Standards Institution,
. . . . . . . . . . . . . . . . . . . . . . . . . 389 Chiswick High Road,
. . . . . . . . . . . . . . . . . . . . . . . . . London, W4 4AL

b.

Defence Standards
.........................
.........................
.........................
.........................
.........................

Defence Procurement Agency

An Executive Agency of the Ministry of Defence
Directorate of Standardisation
Kentigern House
65 Brown Street
Glasgow, G2 8EX.

c.

Other documents

Tender or Contract Sponsor to advise.

17.

All applications to the MOD for related documents are to quote the relevant MOD Invitation
to Tender or Contract number and date, together with the sponsoring Directorate and the
Tender or Contract Sponsor.

18.

Prime Contractors are responsible for supplying their subcontractors with relevant
documentation, including specifications, standards and drawings.

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

Health and Safety

Warning
19.

This Defence Standard may call for the use of processes, substances and/or procedures that
are injurious to health if adequate precautions are not taken. It refers only to technical
suitability and in no way absolves either the supplier or the user from statutory obligations
relating to health and safety at any stage of manufacture or use. Where attention is drawn to
hazards, those quoted may not necessarily be exhaustive.

20.

This Defence Standard has been written and is to be used taking into account the policy
stipulated in JSP 430: MOD Ship Safety Management System Handbook.

Additional Information
21.

(There is no relevant information included.)

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

CONTENTS
Page No
TITLE PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
SCOPE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
FOREWORD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Sponsorship

............................................................... 3

Conditions of Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Categories of Naval Defence Standards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Related Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Health and Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Additional Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
CONTENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
SECTION

1.
1.1
1.1.1
1.1.2
1.1.3
1.1.4
1.1.5

PERFORMANCE SPECIFICATION . . . . . . . . . . . . . . . . . . .
Construction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Effective Effort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Temperature Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SECTION

2.
2.1

NATIONAL/INTERNATIONAL REGULATIONS . . . . . . . . 9
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

SECTION

3.
3.1
3.1.1
3.2
3.2.1
3.2.2
3.2.3
3.3
3.4
3.4.1
3.5

MILITARY STANDARDS/REQUIREMENTS . . . . . . . . . . . . 9
Testing and Inspection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Inspecting and Testing - Hand Operated Chain Lever Hoists 9
Type Tests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Certificate of Test and Examination . . . . . . . . . . . . . . . . . . . . 10
Marking of Lever Hoists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Painting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Maintenance Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Preparation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Lubrication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

SECTION

4.
4.1
4.1.1

DESIGN REQUIREMENTS GUIDANCE . . . . . . . . . . . . . . . 11

Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

SECTION

5.
5.1

CORPORATE KNOWLEDGE AND EXPERIENCE . . . . . . 11

General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
6

8
8
8
8
8
8
8

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

Page No
ANNEX

A.

RELATED DOCUMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

ANNEX

B.
Figure B.1

ABBREVIATIONS AND DEFINITIONS . . . . . . . . . . . . . . . 13

Typical Chain Lever Hoist Components and Terminology . 14

ALPHABETICAL INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

1.

PERFORMANCE SPECIFICATION
Related Documents: BS 4898; see also Annex A.

1.1

Construction

1.1.1

General

1.1.2

a.

The Lever Chain Hoists described within this standard shall comply with all
relevant European Directives' essential requirements, BS 4898, the United
Kingdom Acts and Regulations and any additional MOD(N) requirements.

b.

The equipment described must also be accompanied by a Certificate of

Conformity, Declaration of Incorporation or Statement of Conformity.

Operations
a.

1.1.3

1.1.4

Materials
a.

All materials shall be in accordance with BS 4898.

b.

Where new or alternative materials are proposed, they shall normally have been
proven to possess the properties required over a minimum period of two years.
The manufacturer shall produce evidence of such properties and time period to
the satisfaction of the MOD.

Effective Effort
a.

1.1.5

The load shall be moved by the operation of a lever and the direction of
movement shall be determined by means of a reliable ratchet arrangement. It
shall be possible to change the direction of movement of the load chain without
releasing the load. Means shall be provided to allow the operator to move slack
chain quickly to its required position when the hoist is not under load.

The effective effort required for the operation of Lever Chain Hoists shall be in
accordance with BS 4898.

Temperature Range
a.

Operating temperature range shall be -10C to +40C.

b.

Operating temperatures greater than those specified in Clause 1.1.5a will be

specified in the System Requirement Document (SRD).

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

2.

NATIONAL/INTERNATIONAL REGULATIONS
Related Documents: LOLER 1998; EUMD 89/392/EEC; BS 4898; see also Annex A.

2.1

General
a.

3.

The Hand Operated Lever Chain Hoists described within this standard shall
comply with the following standards:
(1)

BS 4898;

(2)

Lifting Operations and Lifting Equipment Regulations 1998 (LOLER);

(3)

European Union Machinery Directive 89/392/EEC.

MILITARY STANDARDS/REQUIREMENTS
Related Documents: BS 4898; DEF STAN 01-5; NES 737; BR 3027; see also Annex A.

3.1

Testing and Inspection

3.1.1

General
a.

All tests and inspections, both at the manufacturer's premises and after
installation of the equipment on board shall conform to the SRD.

b.

The manufacturer shall conduct Type Tests on one representative sample of

each type and size of equipment. The tests shall demonstrate that the
equipment certificated by the manufacturer/supplier comply with the
requirements laid down in this standard.

c.

The tests shall prove the design, material, heat treatment and methods of
manufacture used. Any change in design, material specification, heat
treatment or method of manufacture, which leads to modifications of the
mechanical properties, shall require the type tests to be conducted on the
modified component.

d.

Proposals for type and production tests at the manufacturer's premises shall be
submitted to MOD for agreement early in the design stage of the equipment.
Subsequent waiving or modification of tests shall not be permitted without
MOD agreement.

e.

Where an equipment is supplied from an existing range, Quality Assurance

documentation shall be provided to confirm conformance with the test and
inspection requirements to the satisfaction of the MOD Warship Support
Agency.

f.

The testing of equipment shall be in accordance with BS 3243 and BR 3027.

g.

All tests shall be carried out at room temperature; the accuracy of test load
measuring devices shall be within 2 per cent.

3.2

Inspecting and Testing - Hand Operated Chain Lever Hoists

3.2.1

Type Tests
a.

The manufacturer or his agent shall conduct the following tests on a

representative sample of each type and size of block:

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

3.2.2

(1)

Type Tests in accordance with BS 4898;

(2)

Ultimate Strength Test (in accordance with BS 4898) but at five times
the Safe Working Load (SWL) for one minute.

Certificate of Test and Examination

a.

A certificate of test and examination shall be issued for each individual hoist
giving the following information:
(1)

Unique identification/serial number;

(2)

Make and Type;

(3)

Safe Working Load;

(4)

Load Chain size and grade;

(5)

Factor of Safety;

(6)

Range of lift;

(7)

Static Load Test applied in accordance with BR 3027;

(8)

Date the Test and examination were completed;

(9)

MOD Contract Number;

(10) NATO Stock Number (NSN);

(11) Date of manufacture.
b.

3.2.3

Marking of Lever Hoists

a.

3.3

The certificate shall declare that each hoist has been subjected to the Static
Load Test described in BR 3027, was subsequently examined by a Competent
Person and that it complies with this standard. It shall also state the name and
address of the testing establishment and the status of the signatory.

The following information is to be permanently and legibly marked on a

suitable part of the hoist:
(1)

Marks to be as required by BS 4898;

(2)

MOD requirements for Contract Number and NSN;

(3)

Date of Static Load Test.

Painting
a.

All preparation and painting is to be in accordance with NES 737.

b.

Prior to painting, metalwork is to be thoroughly cleaned, dried and free from

welding slag, rust, scale and grease.

c.

Metal surfaces bolted or riveted together are to be primed and painted prior to
assembly. Paint may be applied by a spray gun or brush. At least one priming
and one finishing coat are to be applied.

10

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

3.4

Maintenance Schedule

3.4.1

Preparation
a.

3.5

Lubrication
a.

4.

The equipment manufacturer is to assist MOD in the preparation of

maintenance schedules for use onboard ship. MOD will initiate action with the
manufacturer at suitable stage in the design of the equipment.

The SRD is to include a requirement that where any oils or greases are used or
required for any purpose they are, wherever possible, to be specified from those
listed in DEF STAN 015. If this is not possible it is to be brought to the
attention of the PCO and/or the Design Authority, as applicable, for resolution.

DESIGN REQUIREMENTS/GUIDANCE
Related Documents: BS 4898; see also Annex A.

4.1

4.1.1

Design
a.

All Lever Chain Hoists shall be designed in accordance with BS 4898.

b.

MOD(N) requirement is for a Factor of Safety of 5:1 based on the yield point.

Components
a.

All components shall be in accordance with BS 4898.

5.

CORPORATE KNOWLEDGE AND EXPERIENCE

5.1

General
a.

Lifting equipments onboard ships are subjected to dynamic loadings due to

seaway motions. For this reason this standard requires that lever hoists are
designed and manufactured with a Factor of Safety (FOS) of 5:1, rather than the
the FOS of 4:1 required for Commercial off the Shelf (COTS) equipments.

11

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

ANNEX A.
RELATED DOCUMENTS
A1.

The following documents and publications are referred to in this standard:

LOLER 1998

Lifting Operations and Lifting Equipment Regulations 1998

EU Machinery
Directives'
89/392/EEC

The Supply of Machinery (Safety) Regulations

BS 4898

Specification for chain lever hoists

JSP 430

Ship Safety Management System Handbook:

Volume 1: Policy and Guidance on MOD Ship and Equipment Safety
Management

DEF STAN 015

Fuels, Lubricants and Associated Products

NES 737
(Def Stan 02-737)

Preservation and Painting of Mechanical Machinery Items

BR 3027

Manual Inspections and Tests for Lifting Appliances

12

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

ANNEX B.
ABBREVIATIONS AND DEFINITIONS
B1.

B2.

For the purpose of this standard the following abbreviations apply:

BR

Book of Reference

BS

Brtish Standard

COTS

Commercial off the Shelf

DEF STAN

Defence Standard

DLO

Defence Logistic Organisation

DPA

Defence Procurement Agency

EUMD

European Union Machinery Directives'

FOS

Factor of Safety

LOLER

Lifting Operations and Lifting Equipment Regulations

MOD

Ministry of Defence

NATO

North Atlantic Treaty Organisation

NES

Naval Engineering Standard

NSN

NATO Stock Number

PCO

Principle Contracts Officer

SRD

System Requirement Document

SWL

Safe Working Load

For the purpose of the standard the following definitions apply:

Chain Lever Hoist

A portable tool reeved with a load chain, and operated by a

lever ratchet arrangement so as to give a mechanical
advantage.

Competent Person

An authorized person who has such theoretical and practical

knowledge and such experience of the Lever Hoist used in the
lifting operation that is sufficient to carry out the function (i.e.
thorough examination) to which the term relates in each
particular context.

Factor of Safety

A designed safety factor expressed as a figure by dividing the

Yield Point by the Safe Working Load. Equipment designed in
accordance with this standard must have a minimum Factor
of Safety of 5:1 based on the Yield Point.

Fitness for Purpose

The ability of the Lever Hoist to operate in the intended

operational role in a safe and suitable manner, i.e. the Lever
Hoist is of adequate strength for the purpose for which it will
be used, of sound material and free from patent defect,
properly assembled and easily maintained.

13

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

B3.

Running Load Test

A test during which a load is lifted sufficiently to assess the

fitness for purpose of the moving parts of the Lever Hoist. The
test shall demonstrate that no inherent weakness has been
built into the Lever Hoist that would become apparent when
in service. The test shall involve operations such as hoisting
and slewing carried out at slow speed, where appropriate the
load is to be slewed as far as possible in both directions.

Safe Working Load

The maximum load which can be safely applied to the Lever

Hoist in a particular stated service.

Terminology and Components for Chain Lever Hoist is shown in Figure B.1.

Safety Hook attached

to main body

Lever
Drawn up
dimension

Extended
dimension
Chain End Stop
Safety Hook attached
to load chain

Range of lift

Double-fall Type

Single-fall Type

Figure B.1 Typical Chain Lever Hoist Components and Terminology

14

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

ALPHABETICAL INDEX
(NOTE: Page numbers are given)

Construction: 8
Effective Effort: 8
Materials: 8
Operations: 8
Temperature Range: 8

Maintenance Schedule: 11

P
Painting: 10

Preparation: 11

Design: 11
Components: 11
Factor of Safety: 11
Yield Point: 11

S
Safe Working Load: 9

Inspecting and Testing: 9, 10

Certificate of Test/Examination: 10
Marking: 10

Testing and Inspection: 9

General: 9

15

DEF STAN 02113 PART 7 / ISSUE 2

(NES 113 PART 7)

16

Inside Rear Cover

 Crown Copyright 2002

Copying Only as Agreed with DStan

Defence Standards are Published by and Obtainable from:

Defence Procurement Agency
An Executive Agency of The Ministry of Defence
Directorate of Standardization
Kentigern House
65 Brown Street
GLASGOW G2 8EX

DStan Helpdesk
Tel 0141 224 2531/2
Fax 0141 224 2503
Internet e-mail enquiries@dstan.mod.uk

File Reference
The DStan file reference relating to work on this standard is D/DStan/069/02/113/7.
Contract Requirements
When Defence Standards are incorporated into contracts users are responsible for their correct
application and for complying with contractual and statutory requirements. Compliance with
a Defence Standard does not in itself confer immunity from legal obligations.
Revision of Defence Standards
Defence Standards are revised as necessary by up issue or amendment. It is important that
users of Defence Standards should ascertain that they are in possession of the latest issue or
amendment. Information on all Defence Standards is contained in Def Stan 00-00 Standards
for Defence Part 3 , Index of Standards for Defence Procurement Section 4 Index of Defence
Standards and Defence Specifications published annually and supplemented regularly by
Standards in Defence News (SID News). Any person who, when making use of a Defence
Standard encounters an inaccuracy or ambiguity is requested to notify the Directorate of
Standardization (DStan) without delay in order that the matter may be investigated and
appropriate action taken.