Lifting & Hoisting

VEDANTA LIMITED
Cairn Oil & Gas
SULPHATE REMOVAL PLANT

PROCEDURE FOR LIFTING AND HOISTING
Doc No: G225IEX-SRP-R-PRO-5004
OWNER’S CONSULTANT & PMC
TRACTEBEL ENGINEERING PVT. LTD.
EPC CONTRACTOR
ION EXCHANGE INDIA LIMITED
A2 20-07-2019 Issued for Review & Comment CR TA SK

Checked Approved Approved
Rev Date Purpose of Issue Prepared by
by By By
Doc No.
G225IEX-SRP-R-PRO-5004
Revision A2
PROCEDURE For Lifting & Hoisting
Contents
Page
Foreword 6
1.0Purpose……………………………………………………………………………………………...
6
2.0Scope………………………………………………………………………………………………..
6
3.0Application…………………………………………………………………………………………..
7
4.0Roles and Responsibilities………………………………………………………………………...
7
4.1Manager……………………………………………………………………………………………..
7
4.2Person-In-Charge (PIC)……………………………………………………………………………
7
4.3Lifting & Hoisting Supervisor………………………………………………………………………
8
4.4Lifting & Hoisting Team…………………………………………………………………………….
8
4.5Appliance Operator…………………………………………………………………………………
9
4.6Rigger………………………………………………………………………………………………..
9
4.7Banksman/Signaller………………………………………………………………………………..
10
4.8Contractors………………………………………………………………………………………….
10
4.9Forklift Equipment Operator……………………………………………………………………….
11
4.10Lifting Equipment Inspector……………………………………………………………………...
11
4.11All Personnel………………………………………………………………………………………
11
5.0Deviations…………………………………………………………………………………………...
11
6.0Supporting Documents…………………………………………………………………………….
11
7.0Competency and Training…………………………………………………………………………
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11
7.1General Requirements…………………………………………………………………………….
13
7.2Training Records……………………………………………………………………………………
12
8.0Personal Protective Equipment (PPE)…………………………………………………………...
12
9.0Planning & Preparing for Safe Lifting & Hoisting Operations………………………………….
13
9.1General Requirements……………………………………………………………………………..
13
9.2Spheres of Responsibility………………………………………………………………………….
13
9.2.1 Define the Lifting & Hoisting Operations………………………………………………………
13
9.2.2 Identify the Lifting & Hoisting Operations…………………………………………………...
13
9.2.1Determine the Scope of Work…………………………………………………………………..
13
9.3 Categorization of Lifting Operations…………………………………………………………...
14/15
9.4 Technical Support………………………………………………………………………………….
16
9.5 Planning the Lifting & Hoisting Operations……………………………………………………
16
9.6 Task Risk Assessment………………………………………………………………………….
17
9.7.1 Approval of Lifting Plan……………………………………………………………………….
18
10.0 Working Area & External Surrounding Factor…………….……………………………... 18
10.1Risk Evaluation on Location …………………………………………….………………...... 18
10.2Work Environment Condition………………………………………….................................18
10.2.1 Working in Offshore Environment…………………………………………………………19
10.2.2 Height………………………………………………………...………………………………20
10.3 Weather……………………………………………………………………...…………………21
10.3.1 Wind………………………………………………………………………………………..…21
10.3.2 Offshore Operations………………………………………………………………………...21
10.3.3 Sea-State…………………………………………………………………………………….21
10.3.4 Other Weather Conditions………………………………………………………………….21
10.4 Interference with Radio Signals……………………………………………………………...24
11.0 Performing the Lifting & Hoisting Operation…………………………………………………………………………….22
11.1 Safety……………………………………………………………………………...……………22
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11.2 Permit Requirements………………………………………………………………………….22

11.3 Access, Escape Routes & Security………………………………………………………….23
11.4 Safety & Equipment Access………………………………………………………………….23
11.5 Free Space……………………………………………………………………...……………..23
11.6 More than One Machine in Same Location…………………………………...……………23
11.7 Pre Job Meeting – Toolbox Talk……………………………………………………………..24
11.8 Areas Open to Public……………………………………………………………………...….24
11.9 Audit and Review……………………………………...………………………………………25
11.10 Barriers………………………………………………………………………………………..25
11.11 Use of Tag Lines……………………………………………………………………………..26
11.12 Moving the Load……………………………………………………………………………..27
11.13 Pick-up and Landing Area of the Load…………………………………………………….27
11.14 Securing the Load After the Lifting and Hoisting Operation………………………...…..28
11.15 The Load……………………………………………………………………………………...29
11.15.1 Integrity……………………………………………………………………………………..29
11.15.2 Stability………………………………………………..……………………………………29
11.16 Centre of Gravity…………………………………………………………………………….29
11.17 Equip. with Provision to Attach Temporary Hoisting Accessories……………………...30
11.18 Equip. with Designed Hoisting Points Permanently Installed………………………...…30
12.0 Hoisting Over Live Faities………………………………………………………………....30
12.1 Introduction……………………………………………………………………………….……30
12.2 Categorising Lifting & Hoisting Over Live Faities…………………………………….....31
12.3 Control Measures……………………………………………………………………………..31
12.4 Further Safety Precautions to be Considered……………………………………...……...32
13.0 Working with Two or More Lifting & Hoisting Appliances…………………………………32
13.1 Introduction ……………………………………………………………………………………32
13.2 Risks and General Precautions……………………………………………………………...33
13.3 Categorising Ops using two or more Lifting & Hoisting Appliances…………………..…34
13.4 Control Measures……………………………………………………………………………..34
13.5 Personnel Involved …………………………………………………………………………..34
13.6 Various Ways of Utilising Multiple Lifting & Hoisting Appliances………………………..34
13.6.1 Hoisting a Single Load using Two Appliances…………………………………………..34
13.6.2 Hoisting a Single Load using more than Two Appliances………………………………35
13.6.3 Taking a Load from Horizontal to Vertical & Vice-Versa………………………………..35
13.6.4 Using Two or More Chain Leaver Hoists or Chain Blocks……………………………...36
13.7 Execution………………………………………………………………………………………36
14.0 Lifting & Hoisting Equipment…………………………………………………..…………….37
14.1 Lifting Appliances………………………………………………………….………………….37
14.2 Lifting Accessories…………………………………………………………………………….37
14.3 Lifted Equipment………………………………………………………...…………………….37
14.4 Equipment User Instructions…………………………………………………………………38
14.5 Lifted and Hoisted Equipment………………………………………………………………..38
14.6 Lifting and Hoisting Equipment Categorisation………………………………………...…..39
15.0 Maintenance and Inspection……………………………………...………………………….40
15.1 Inspection Requirement………………………………………………………………………41
16.0 Colour Coding and Control of Portable Lifting Equipment………………………………..42
16.1 Control of Portable Lifting Equipment………………………………………………………43
17.0 Hoisting People……………………………………………………………………………….43
17.1 Introduction and Scope………………………………………………………………………44
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17.2 Safety Considerations………………………………………………………………………..45

17.3 Design & Certification of People Lifting Equipment……………………………………….45
17.4 Cranes Used for Lifting/Hoisting People…………………………………………………...46
17.5 Pre-use Inspection……………………………………………………………………………46
17.6 Decision for use of Suspended People Carrier……………..…………………………..…46
17.7 Planning & Execution of People Lifting Operation………………………………………...47
17.8 Lifting of People with Mobile Appliance…………………………………………………….48
17.9 Suspended Work Carrier Precautions……………………..……………………………….48
18.0 Handling of Tubulars………………………………………………………………………….49
18.1 Rigging/Slinging of tubulars………………………………………………………………….49
18.2 Storage………………………………………………………………………………………...51
19.0 Handling of Scaffold Materials & Boards…………………………………………………..51`
19.1 Load Carriers………………………………………………………………………………….51
18.2 Rigging/Slinging Scaffold Materials………………………………………………………...51
21.0 Safe Use of Chain Blocks & Chain Lever Hoists………………………………………….52
21.1 Introduction……………………………………………………………………………………52
21.2 Important Warning……………………………………………………………………………53
21.3 Selecting the Correct Hoist………………………………………………………………….53
21.4 Pre-use Checks………………………………………………………………………………54
21.5 Installation & Commissioning of Hoists……………………………………………………54
21.6 Operating Chain Blocks & Chain Lever Hoists Safely………………………………...…55
21.6.1 Always………………………………………………………………………………………55
21.6.2 Never………………………………………………………………………………………..56
21.6.3 Use of Multiple Lever Hoists to Share Load…………………………………………….58
21.7 Storing, Handling & In-service Maintenance………………………………………………59
21.8 Pneumatic Hoists…………………………………………………………………………….59
22.0 Forklift Truck Operation…………………………………………………………………… 60
22.1 Basic Forklift Truck Driving Rules……………………………………………………….…60
22.0 Use of Forklift Attachments…………………………………………………………………61
22.1 Forklift Training………………………………………………………………………………59
22.3.1 Basic Training………………………………………………………………………….…..60
22.3.2 Specific Job Training…………………………………………………………………...…60
22.3.3 Familiarization Training…………………………………………………………………...60
22.4 Protecting Pedestrians & Operations……………………………………………………...60
22.5 Parking………………………………………………………………………………………...61
22.6 Forklift Maintenance and Examination…………………………………………………….61
Appendix A :Lifting Categories (OGP)………………………………………… …………….61/62
Appendix B: Responsibilities & Competence Table (OGP)…………………………..….…63/64
Appendix D: Reach Stacker Checklist………………………………………………….………..65
FOREWORD
Lifting and Hoisting operations are one of the most hazardous activities carried out in all
sectors of industry and have the potential for significant impact on people, assets,
environment and reputation, therefore every type of lifting or hoisting activity has a set of
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risks that need to be managed if the lift or hoisting activity is to be undertaken in a safe and
efficient manner.
The ability to safely move materials from one location to another is a vital part of many
activities within IEIL India Limited. Therefore a number of lifting and hoisting devices need to
be used in the course of the company’s business for lifting and moving materials.
The IEIL India Limited’s policy is to maintain a safe work place for its employees and
contractors working for the company. Therefore it is essential that lifting and hoisting
equipment is certified for use, is well maintained and the company’s employees and
contractors using the lifting or hoisting equipment are appropriately trained in their use.
Throughout the industry both the words “lifting” and “hoisting” are used as if they are
interchangeable. Although both lifting and hoisting involve moving a load vertically, there is
a clear difference:
Hoisting is an activity during which the load is suspended and hangs freely, e.g. by means of
a crane, chain hoist, beam clamp, etc.
Lifting is an activity during which the load is lifted in a controlled and guided manner,
normally from the bottom of the load, e.g. by means of a Forklift Truck, screw jack, hydraulic
jack, etc.
1.0 PURPOSE
This document describes the requirements for assets to develop and maintain controls and
procedures for the management of Hoisting and Lifting activities with the objective that all
precautions and necessary contingencies are identified before the start of any lifting and
hoisting work, that the activity is carried out in accordance with the agreed procedures and
the individual responsibilities for the lifting and hoisting equipment and operation are clearly
assigned and understood.
Note: The intent is not to replace any local, state or country regulation. In all
cases, the more stringent requirements shall be met.
2.0 SCOPE
The scope covers all aspects of lifting and hoisting operations carried out using pedestal
cranes, mobile cranes, overhead and gantry cranes, A-frames, jib cranes, derricks, hoists,
winches, special hoist-supported personnel lifting devices, hooks, slings and rigging, lifting
points, mobile aerial platforms, powered industrial trucks (forklifts), jacks, offshore
containers, cargo baskets, skids, and pallets; and all lifting and hoisting operations.
The procedure does not cover personnel and goods elevators in buildings, diving personnel
operations, well operations involving the crown block, travelling block, and top drive
systems, helicopter lifting, tensioners, marine towing, and manual handling.
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3.0 APPLICATION
This procedure applies to all lifting and hoisting activities carried out on any IEIL owned or
operated faities. It applies to all company staff and contractors performing a task that
requires any lifting or hoisting operation at sites where IEIL has control of the work or
ownership of the site. It applies to all types of lifting operations including that undertaken
during logistics, routine maintenance, major maintenance, new construction, alterations,
loading or unloading of vehicles or any other works that involves any type of lifting
operation.
4.0 RESPONSIBILITIES
All personnel assigned to performing the lifting and hoisting activities identified in this
procedure and their management are responsible for ensuring the activity is executed as
described in the procedure.
4.1 Installation/Terminal/Site Managers
The manager is the individual designated by the Business/Asset Manager as accountable for
the performance of a discrete asset, set of assets, team or operation within a business or
function. They have a responsibility to ensure compliance with all safety, health,
environmental and quality obligations and are accountable to the Business/Asset Manager
for the discharge of this duty. The manager is accountable for ensuring the competences of
all people who supervise, operate, inspect and maintain equipment to be used for lifting and
hoisting operations.
4.2 Appointed Person - Person-In-Charge (PIC)
The Appointed Person i.e. Person-In-Charge (PIC) is defined as a specifically identified

person who is designated by the asset management as having the required level of
competency to plan and supervise the specific lifting and hoisting operation.
They shall have the practical skills, theoretical knowledge and ability to carry out risk
assessments, produce and assess lifting and hoisting plans, conduct pre‐operational
meetings (toolbox talks) and have the supervisory skills and experience required to organise
the specific lifting and hoisting operation.
The PIC shall coordinate and control all aspects of the lifting operation, including ensuring
that every person involved is competent to perform their task and is aware of the task, the
procedures to be followed, and their responsibilities. They may or may not directly supervise
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the lifting and hoisting operation, but are the focal point of authority for the safety and
technical aspects of the operation.
4.3 Lifting & Hoisting Supervisor
A lifting and hoisting supervisor is defined as the person who is charged with actively
supervising the lifting and hoisting operations they may be the Person-In-Charge or acting on
behalf of them.
Supervision should be proportionate to the exposure to risk and the complexity created by
the lifting and hoisting operation and the experience and capabilities of the personnel
involved in lifting and hoisting operations.
Competence level of a lifting and hoisting supervisor shall include managerial skills,
knowledge of applicable rules and regulations, basic engineering knowledge and
proven experience with lifting and hoisting operations. All tasks of the Person-In- Charge can
be delegated to a lifting and hoisting supervisor.
4.4 Lifting & Hoisting Team
Only suitably trained and experienced personnel shall be selected, that is, those who:
Have had their competence to supervise and/or perform the type of lifting and hoisting
operations identified as satisfactory for the specific operation;
Have experience of, and demonstrated competency in, the safe use and operation of the
equipment and techniques required to perform the subject operations in the prevailing
situation and conditions.
All personnel have an equal responsibility to know, and work within, their own competency
and experience to complete the lifting and hoisting operations. They are required to attend
and participate in toolbox talks and carry out pre‐use inspections of lifting and hoisting
equipment.
If any person in a lifting and hoisting team considers that the operation exceeds their level of
competency or experience, or has concerns about the safety of the operations, they must
stop the operation until a suitable person with the required competence and experience is
able to assist or take over.
Within a competent lifting and hoisting team, there are always at least three specific tasks
that need to be addressed:
Attaching and detaching the load to and from the lifting and hoisting appliance.
Relaying the load movement signal to the operator of the lifting and hoisting appliance.
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Operating the lifting and hoisting appliance.
Based on the three specific tasks that need to be addressed, a competent lifting and hoisting
team should always consist of at least three team members, one person for each task
mentioned. Leader of this team is always the person who has the responsibility of relaying
the load movement signal to the appliance operator; the banksman.
Only under exceptional circumstances and upon completion of a thorough risk assessment
shall lifting and hoisting operations be allowed to be carried out by a “two man lifting and
hoisting team”. Conditions that need to be addressed strictly for this exception are:
Lifting and Hoisting operations are categorized as Routine.
Both members of the “two man team”, the appliance operator and the banksman, are
competent, skilled and experienced and have confirmed to the Person In Charge that
operations can be carried out safely.
Normal working, surrounding and weather conditions.
In this situation the first team member operates the appliance and the second combines
the tasks of attaching the load, relaying the load movement signals to the operator and
detaching the load.
4.5 Appliance Operator
An appliance operator is a competent person who is fully qualified according to all applicable
rules and regulations and has the authorisation to use the appliance. The appliance operator
is responsible for pre‐use inspection of the appliance(s) to be used as well as for using the
equipment properly.
Operating the appliance requires full attention of the operator who shall never be charged
with additional roles or responsibilities.
Note: The ultimate responsibility for loads being lifted or hoisted resides with the
appliance operator who shall satisfy themselves that the operations in hand
has been risk assessed and included in the toolbox meeting and that the
appropriate permit and lifting plans are in place.
4.6 Rigger
Is the competent person who is able to plan and execute a rigging of equipment to allow
safe moving of a load horizontally, vertically and possibly through different floor levels, by
use of different lifting and hoisting equipment.
A rigger shall have been trained and assessed in the safe use of lifting and hoisting
equipment.
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4.7 Banksman/Signaller
A signaller is a person responsible for relaying the signal from the rigger to the appliance
operator. (Within the industry a more common term is banksman). This term is being used
throughout this procedure.
The banksman is a competent person positioned so that he/she has an unrestricted view of
the load and the appliance operator.
The banksman is responsible for ensuring the load is properly prepared for the hoist and the
hoisting area is clear of personnel and obstructions; relaying users instructions to the
appliance operator via hand signals or radio during operations; and maintaining an overview
of the hoisting operations area, including potential areas where the boom may come in
contact with a fixed equipment or structure.
Note: The banksman is the sole signaller at any given time, has a direct line of sight
of the load at any time and adheres to a clear process. If a handover to
another banksman is required he/she informs the Person In Charge as well as
the appliance operator clearly about the handover.
Note: There may be a requirement for the banksman to assist in the preparation of
the load, for example with guidance on rigging activities. However, only in
exceptional circumstances shall the banksman handle rigging activities
themselves or touch the load during the lifting and hoisting operations.
4.8 Contractors
The Contractors shall appoint competent personnel to carry out lifting hoisting operations
who have been approved by a suitably qualified person.
The Contractor shall be responsible for:
 Maintaining a register of competent persons who are authorised to use lifting

hoisting equipment;
 Inspecting and maintaining all lifting and hoisting equipment as specified by the site
and supplier;
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 Maintaining a register of all lifting and hoisting equipment and certification for each
item;
 Matching lifting hoisting requirements of the equipment to be installed to the lifting

and hoisting equipment required to make the lift.
Note: All contractors carrying out lifting and hoisting operations where IEIL India
Limited exerts control, including drilling, shall use this document as a basis,
unless specifically excluded in the contract.
4.9 Lifting Equipment Inspector
The lifting equipment inspector (normally from a contract company) shall, in conjunction
with the IEIL India Limited’s technical support group develop a thorough examination
program for lifting equipment. The lifting equipment representative shall be assessed as
competent to undertake the role and able to provide evidence.
They shall carry out a thorough examination of lifting equipment and ad-hoc inspection of
any other relevant types of lifting equipment and be responsible for ensuring colour- coding
and certification of examined equipment.
4.10 All Personnel
Involved in lifting operations are responsible for:

Ensuring they are sufficiently competent for the work they are performing, for adhering to
safe working practices, and for ensuring the safety of themselves and others;
Visually inspection of lifting and hoisting equipment before use and follow procedures
governing its use. Any unsafe conditions or lack of clarity around
adequate means of lifting and hoisting shall be reported to a supervisor;

 For carrying out their duties in a safe and responsible manner;
 For stopping any work where they feel that conditions are unsafe and for bringing
this to the attention of their immediate supervisor.
5.0 DEVIATIONS
The instructions detailed within this procedure are provided to ensure consistency across all
IEIL India Limited’s businesses. If there is a requirement for a change or alteration to the
intent of the document then a deviation can be requested and authorised in accordance
with the procedure for deviations. Any deviations requested must not jeopardise or
contradict the intent of this document.
6.0 COMPETENCE AND TRAINING

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7.0 General Requirements
Managers shall ensure that no person engages in any activity, including planning and
supervision, in relation to lifting and hoisting operations or engage in use of appliances used
in such work unless he or she is competent to do so or, if being trained, is being supervised
by a Competent Person.
The training and competency requirements for the various roles (based on OGP guidelines)
applicable to lifting and hoisting operations require initial and refresher training. Details of
the initial and refresher training requirements are provided in Appendix C.
People using lifting and hoisting equipment shall have appropriate theoretical and practical
knowledge and experience in the specific equipment they will use to ensure it can be used
correctly.
To ensure that this work is being properly carried out, appropriate awareness training shall
be given to those with area responsibilities on site. Consequently, the IEIL India Limited area
representative shall complete a Lifting and Hoisting Awareness training programme.
Documentary evidence of training and competence assurance is required before any person
is authorised to perform lifting or hoisting operations.
Note: The Manager of the fairy/site shall ensure a register of competent personnel
authorised to undertake lifting and hoisting operations is maintained.
7.1 Training Records
A written record of training shall be maintained on site. Certification implies verification of

the trainee's knowledge. Training records shall include name or identity of each person
trained, the date of training and the signature of the trainer and trainee.
The lifting contractor shall maintain a written record of contractor staff training that will be
reviewed by the IEIL India Limited Representative prior to work starting.
8.0 PERSONAL PROTECTIVE EQUIPMENT (PPE)
All personnel involved in lifting and hoisting operations, shall at all times comply with
company and worksite rules on Personal Protective Equipment.
Note: All members of the lifting and hoisting team as well as all other personnel
involved in lifting and hoisting operations shall wear appropriate type of safety
gloves and other relevant PPE at all times during the operations.
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It is a requirement that the banksman is readily identifiable from other personnel, by all
those involved in the lifting and hoisting operation and especially the appliance operator. For
that reason the banksman shall wear high visibility clothing (vest, jacket or waistcoat) at all
times.
Note: Recommendation as good practice: participants in lifting and hoisting

operations and their roles can be made known through the wearing of special
clothing, such as high visibility coveralls, high visibility or reflective vests and
special colored hard hats or hat covers.
9.0 PLANNING & PREPERING FOR SAFE LIFTING & HOISTING OPERATIONS
9.1 General Requirements
IEIL requires that prior to any lifting and hoisting operation being carried out, plans shall be
produced and risk assessments shall be carried out. All lifting and hoisting operations entail
the same three basic process steps:
1 Define;
2.Plan;
3.Execute;
The level of planning and risk assessment increases with the complexity of the lifting
and hoisting operations, as does the required level of supervision.
Generic/routine lifting and hoisting operations shall be reviewed on a regular basis to ensure
that the original Job Safety Analysis remain valid.
Requests for lifting operations permits should be submitted at least three working days in
advance (except in an emergency) to enable all relevant documentation to be prepared and
checked.
9.2 Define the Lifting and Hoisting Operations.
9.2.1 Identify the Lifting and Hoisting Operations.
The manager should identify or be informed of the need for lifting and hoisting
operations and appoint a Person-In-Charge. The Person-In-Charge shall plan and, if
appropriate, supervise the lifting and hoisting operation.
Every lifting and hoisting operation shall be risk assessed and planned by the Person- In-
Charge before the work begins. The Person-In-Charge will ensure that appropriate controls
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are in place for those hazards identified in the written JSA such that the risks are managed as
an integral part of the “Lift Plan”.
9.2.2 Determine the Scope of Work.
The Person-In-Charge must begin the planning process by determining the scope of work,
defining what is to be done, who should be involved, how the lifting and hoisting operations
will be conducted. This may require an initial “Lift Plan”, sketches, notes etc. If additional
technical support is required, it should be obtained before proceeding.
Having identified a requirement for a lifting and hoisting operation it should be established if
the particular operation has been carried out before on that faity/site, as a Risk Assessment
and “Lift Plan” may already exist. If a Risk Assessment and “Lift Plan” do exist then they
should be reviewed to confirm that they are still applicable as changes to personnel, site
layout or work environment could all result in the need for a reassessment of hazards.
Assuming that significant changes have not taken place, lifting and hoisting operation may
proceed under the requirements of the “Lift Plan”, subject to the normal approvals. If the
lifting and hoisting operation has not been carried out before then a Risk Assessment shall
be carried out and a “Lift Plan” prepared.
9.3 Categorisation of Lifting & Hoisting Operations
Lifting and hoisting are categorised and controlled according to complexity and risk. The
level of planning and risk assessment increases with the complexity of the lifting and
hoisting operation, as does the required level of supervision. To simplify this subject, within
IEIL India Limited, lifting and hoisting operations shall, at all times, be categorised as either
Routine or Non‐Routine, with the non‐routine operations being further categorised as:
Simple/Basic, Complicated or Complex/Critical.
Lifting and hoisting operations shall be categorised to reflect increasing risk and consequent
increasing level of control required. For each category there is a suggested set of planning
and control measures, together called “Lift Plan”. This information has been laid out in the
form of a flowchart as shown below and is designed to be guidance only, which can be
amended and customised to suit asset or location requirements. In order to faitate the
operational planning, a lifting and hoisting operation planning template is given after the
flowchart.
The categorisation of lifting and hoisting operations is designed to give the Person-In- Charge
additional guidance in terms of the risk assessment, planning, supervision and the
competence requirements of the personnel performing the lifting and hoisting operation.
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LIFTING AND HOISTING OPERATION PLANNING Plan No.
LOCATION: AREA:
DESCRIPTION OF LIFTING AND HOISTING OPERATION:
CATEGORISATION OF LIFTING AND HOISTING OPERATION:

Non-Routine Non-Routine Non-Routine
Routine
(Simple or Basic) (Complicated) (Complex/Critical)
Sketch: Drawing Number: Drawing Number: Drawing Number:
JSA(Generic): JSA No.: JSA No.: JSA No.
Weight of Load(s):
Lifting and Hoisting Equipment to be used (Specify Type, SWL etc.):
ALL OPERATIONS REQUIRE THE FOLLOWING TO BE CONSIDERED BUT THIS LIST IS NOT EXHAUSTIVE
Weight, size, shape and centre of gravity load Working under suspended loads
Method of rigging, attaching, detaching the load Overturning, load integrity, need for tag lines
Availability of approved hoisting points on the load Environmental conditions including weather
Maximum radius of hoisting the load Experienced, competent & training of personnel
Level and firm ground conditions Number of personnel required for the task
Area for setting up with outriggers fully extended Communication requirements
Access and emergency escape routes Lighting in the pick-up and lay down area
Number and duration of lifts, hoists Initial and final load positions & how it gets there
Visibility of the load Proximity hazards, obstructions, path of load
Hosting over live equipment Suitability and condition of equipment
Conflicting tasks in the area Pre-use inspection of certified equipment only
METHOD(S) OF COMMUNICATION TO BE USED
Radio Verbal Hand Signals
PLANNED BY
NAME: SIGNATURE: DATE:
APPROVED BY
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NAME: SIGNATURE: DATE:
9.4 Technical Support.
In the planning stage of the lifting and hoisting operation, there will be occasions when the
Person-In-Charge identifies the need for additional technical support. Someone who has the
necessary competencies to make an informed and impartial judgment on the “Lift Plan”
should undertake this technical support. This may range from another Competent Person
reviewing the “Lift Plan” to the involvement of a structural engineer, Technical Authority,
Subject Matter Expert, Principal Technical Expert or third party competent back‐up.
It is important that those acting as Person-In-Charge acknowledge that there will be limits to
their expertise and that they are aware of the personnel available to provide them with
technical support as and when required.
9.5 Planning the Lifting and Hoisting Operations.
All lifting and hoisting operations must be planned by a competent person to ensure that
they are conducted safely.
The lifting and hoisting plan, “Lift Plan”, is intended to clearly identify the Person-In- Charge
of planning the lift, the lifting and hoisting operation to which it relates, step‐by‐ step user’s
instructions for carrying out the lift, the equipment required, and the activity assigned to
each person. For routine lifts, the “Lift Plan” may be ‘generic’ in nature but will still be
reviewed prior to each lift, or before a series of similar lifts.
The planning process shall address:
 Identification of hazards and restricted areas;
 Selection of competent personnel and specification of the minimum number of

people required to conduct the lifting and hoisting operation;
 Selection of lifting and hoisting equipment;
 Communication on working area and external surrounding factors and hazards;
 Procedures for changing the lifting and hoisting plan;
 Emergency, recovery and contingency plans
A sample “lifting and hoisting operation planning” has been shown on the previous page. It
contains a list of possible considerations as an aide memoir. Not all will be relevant to each
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and every task, but the list will prompt the PIC to address something that may have
previously overlooked.
Note: If a documented “Lift Plan” already exists, it can be re‐used, but only after
review to ensure that provisions are made for any change in circumstances.
Whenever applicable, “Lift Plans” shall specify critical conditions under which work shall
not continue, including unplanned loss of communications, and the associated contingency
plans for ensuring a safe situation is created, if the lift is stopped.
Warning: Whenever the lifting and hoisting operations deviates from the “Lift Plan”,
the operations shall be stopped and made safe. The “Lift Plan” shall be
adjusted to the new circumstances and approved by the Person In Charge
before the operation continues.
9.6 Task Risk Assessment
Every lifting and hoisting operation has inherent risks that shall be risk assessed by the
Person-In-Charge before the work begins. The Person-In-Charge shall ensure that
appropriate controls are in place for those hazards identified in the written risk assessment,
such that the risks are managed as an integral part of the “Lift Plan”.
A suitable documented “generic” JSA may already exist for ‘routine’ lifts/hoists. If so, the
existing JSA must be reviewed for its applicability. If any significant changes are required to
the existing risk assessment, for example there are additional risks not accounted for, a new
risk assessment shall be produced.
The JSA shall address, but is not limited to, the following risks and hazards:
 Hoisting over live equipment;
 Number and duration of lifts;
 Hoisting of personnel;
 Conflicting tasks in area;
 Environmental conditions, including weather and permissible limits;
 Lighting in the pick‐up and lay down areas;
 Proximity hazards, obstructions, path of load;
 Working at height;
 Working under suspended loads, which is never allowed;
 Access and emergency escape routes for all members of the lifting and hoisting team;
 Visibility of the load by the appliance operator and / or banksman;
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 Communication between all personnel taking part in the lifting and hoisting
operation.
9.7.1 Approval of Lift Plan
All lifting and hoisting plans shall be reviewed and approved by a Competent Person. The
rigour of review shall be determined by the category of lift, which may require a qualified
specialist engineer.
Warning: Other interested parties shall not bring pressure to bear on personnel
performing lifting and hoisting operations.
10.0 WORKING AREA & EXTERNAL SURROUNDING FACTORS.
10.1 Risk Evaluation on Location.
Lifting and hoisting activities must be able to be performed at the location safely. For this
purpose, prior to commencement of the lifting or hoisting activities, all risks associated with
the location must be known and measures must be taken to minimise these risks.
Note: Individuals must use the Personal Protective Equipment (PPE) required for
the risks of the location.
Upon entering the work site, information and instruction must be provided to all those
involved with regard to working safely at the location. Equipment and resources must be
suited to the location, individuals must have the required training, instructions directed at
the location must have been provided to them and measures should have been taken for
action to take in the event of incidents or emergency situations.
All risks associated with the location must be considered during preparation of the lifting
and hoisting activities.
Note: Lifting and hoisting activities shall not pose any risk to the activities at the
location, nor shall the activities at the location pose any risk to the lifting and
hoisting activities.
10.2 Work Environment Conditions
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Environment conditions specific to the work location shall be identified and accounted for in
the planning and execution of all lifting operations. Whenever there is a reasonable chance
of changes in environmental conditions, contingency plans and procedures shall be
developed as part of the work planning.
Parameters to be addressed may include sea state, weather, visibility, noise,

communications, terrain stability or slope, surrounding operations and installations, and
site access and egress.
Simultaneous nearby operations and their work environment conditions that could impact
or be impacted by the lift shall be identified and addressed in the risk assessment. Controls
shall be established, including criteria for suspending operations, and communicated to all
relevant personnel.
10.2.1 Ground Conditions.
Access roads shall be strong enough to withstand axle loads of mobile lifting and hoisting
equipment. Ground condition shall be suitable to support the lifting/hoisting appliance
under fully loaded conditions. The ground should always be firm and level. For mobile lifting
and hoisting appliances, ground stabilising mechanisms must be provided if necessary, by
means of road access plates, mats or dragline boards
Care should be taken to ensure there are no dangers to or from underground services such
as gas mains, oil or chemical product pipelines, electric cables, water mains etc. Additional
care has to be taken when working near exposed edges such as quaysides but even more so,
near edges of excavations. Checks are needed to confirm the type of ground can withstand
the maximum bearing pressures transmitted through the outriggers.
Stable Subsoil
The subsoil must be sufficiently stable to withstand the expected axle loads and ground
bearing pressure from the outriggers.
Note: When no specific information is available about the subsoil structure, advice
on the maximum allowable surface pressure is required from the civil team.
Safe distance from slopes

The outrigger load enters the supporting surface at an angle of 45⁰ so it is imperative that
the distance between side of the outrigger supporting mats on the ground and the start of
the slope or the edge of the excavation shall at least be equal to the depth of the slope.
Refer to drawing:
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Note: The crane may not be erected too close to the edge of an excavation.
Important: B shall at least be equal to or larger than A.
Mobile hydraulic appliances shall be equipped with outrigger plates, these outrigger plates
shall be used at all times to prevent the equipment toppling over.
Note: Special attention must be paid to disturbed soil (filled‐in trenches and
ditches) or in the vicinity of foundations.
10.2.2 Height.
One of the external surrounding factors having impact on lifting and hoisting activities is
height. Height restrictions might be caused by:
 Overhead power cables
 Pipes, bridges, steel constructions or buildings
 Surrounding
Overhead Power Cables:
Any presence of overhead power cables or overhead electricity lines shall be identified, risk
assessed and dealt with in the “Lift Plan”. The requirements regarding the safe distance to
the electric lines or cables shall be included in the “Lift Plan”.
Warning: Overhead power cables shall be considered live, unless declared “dead”
and “safe” by the operator of the line.
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Working near overhead power cables is possible without permits when no parts of the lifting
and hoisting equipment (in all possible configurations) or load to be handled can ever fall
within 30 metres from the centre of the electric line. This is known as the danger zone.
Pipes, Bridges, Steel Constructions and Buildings

Lifting and hoisting activities near and under pipes, bridges, steel constructions and buildings
shall be identified in the “Lift Plan”. The requirements regarding the safe working distance to
these obstructions and additional control measures should be an integral part of the JSA
Note: Hoisting operations over active or energised process equipment containing

hydrocarbon shall be categorised as “Complex/Critical” lifting and hoisting
operations at all times.
Note: Hoisting operations through hatches, small deck openings, roofs and in shafts
should be categorised as “Complex/Critical” lifting and hoisting operations.
10.3 Weather.
Adverse weather conditions will increase the risks presented to personnel, equipment and
assets as a result of lifting and hoisting operations.
Prior to commencing hoisting operations the appliance operator shall take stock of the
prevailing weather conditions (wind speed and direction, visibility, etc.). Hoisting
operations shall not commence if the weather or environmental conditions are likely to
jeopardise the safety of the activity. When assessing weather conditions related to the
impact on lifting and hoisting operations, the following topics should be considered.
10.3.1 Wind.
Appliances in particular cranes may only be operated below the maximum allowable wind
speeds as stated in the user’s instructions of the appliance. However, in the event there is no
statement made in the instructions, hoisting operations shall be suspended in line with the
wind speeds identified in the company’s adverse weather procedure. Special care must be
taken during high wind conditions with regard to:
 Operating an crane between structures (Venturi effect);

 The geometry and shape of the load; (e.g. load with large dynamic
surface and minimal weight);
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 Direction of the wind and position of the crane, load will move
to/from or sideward of the appliance.
.
10.3.4Other Weather Conditions.
Other weather conditions can cause reduced visibility and the risk of an uncontrolled lifting
and hoisting operation. Rain, fog and snow are such examples where environmental
conditions are affecting safety of lifting and hoisting operations in a negative way.
Caution: Special care should be taken during thunderstorms. Crane booms can act as
lightning rod and be struck by lightning. At the first signs of lightning crane
activities must be suspended, the boom must be lowered and personnel
should leave the area immediately.
Note: Whenever radio signals are used for communication, a frequency must be
selected with which no disturbance can originate.
11.0 PERFORMING THE LIFTING & HOISTING OPERATIONS.
11.1 Safety
It cannot be assumed, so must be assured, that all people involved are aware of how the
lifting operation is to be performed , the risks involved and that the operation is performed
according to local rules, regulations and procedures
Everyone involved in the lifting/hoisting operation has the responsibility to STOP the operation at
any time if they believe the operation could, or has, become unsafe or there is a change from the
agreed plan.
11.2 Permit Requirements
A Permit to Work is required for all lifting operations categorised as complicate or

complex/critical.
Prior to permit issue, the following must be confirmed:
 Approved Lifting plan in place
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 Job Safety Analysis has been carried out

 Adequate communications are assured and tested
For hoisting activities categorised as Routine or Non-routine Simple or Basis still have the
potential to cause injury and therefore need to be controlled. The faity/Site management are
responsible for the safety of all staff and contractors and as such need to ensure all lifting
activities are controlled, either by the permit system or faity/site procedure.
11.3 Access, Escape Routes and Security
Access and escape routes shall be kept free of obstruction, if this is not practical then
alternative routes shall be identified before the lifting or hoisting operation is allowed to
commence
11.4 Safety and Equipment Access
No major lifting or hoisting operations shall be authorised if it will obstruct access to

essential safety or control equipment or influence the effective use of such equipment,
unless alternative safety or control equipment can be provided.
11.5 Free space
When erecting lifting/hoisting appliances and working with machines, entrapment dangers
to people shall be considered and where ever possible be avoided.
An entrapment danger can arise when equipment is erected in the vicinity of fixed objects. A
safe distance of at least 0.5 metres must be maintained at all times between any moving
part of cranes (with a special attention for the counterweight during slewing around) and
surrounding objects.
Note: If the distance is smaller than 0.5 metres, safety precautions must be taken in
the form of stationary or rigid barriers (no tape).
11.6 More than One Machine in Same Location
If there is a possibility of multiple machines entering one another's working range,

agreements must be made to prevent the machines or loads from coming into contact with
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each other. The activities must be characterised as 'Complicated lifting and hoisting
operations'
11.7 Pre job meeting – Toolbox Talk.
Prior to carrying out any lifting and hoisting operation certain precautions shall be observed.
They are applicable to any lifting and hoisting operation and start with the Person-In-Charge
faitating a pre job meeting, a toolbox talk.
Application of the “10 questions for a safe lift” to the lifting and hoisting operation shall be
covered during the toolbox talk.
10 Questions for a Safe Lift

All
1. Is everyone aware of and do they fully understand the lifting and hoisting procedures
applicable to the lift?
2. Has everyone attended the toolbox talk?
3. Has a pre-use inspection of the Lifting Equipment been carried out and are the Lifting
Accessories tagged or marked with:
 Safe Working Load
 A unique identification number
 A valid certification date
4. Are all safety devices working?
5. Does everyone know the Person-in-Charge of the lift?
6. Is everyone competent and aware of his or her tasks?
7. Is there a current Lift Plan and JSA and does everybody understand the job and
precautions?
8. Does everyone know the environmental limits (e.g. maximum permissible wind speed) for
the lift?
9. Is the lift area controlled and is everyone clear if the load falls or swings?
10. Are signalling methods and communication agreed and clear to you?
personnel assigned to the lifting and hoisting operation shall attend this toolbox talk. The
Person-In-Charge must ensure that all personnel involved in the lifting and hoisting
operations fully understand the risk assessment, the lifting and hoisting plan and all needed
control measures to carry out the operations safely.
All personnel should have the opportunity to review the findings of the risk assessment and
the details of the lifting and hoisting plan to ensure that everyone clearly understands and
agrees with the methods and control measures to be used.
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All personnel involved in the lifting and hoisting operation shall have their individual
responsibilities clearly allocated.
The Person-In-Charge shall ensure that the lifting and hoisting operations are conducted in
strict accordance with the approved plan. Any variation from the agreed lifting and hoisting
plan shall result in the job being stopped, made safe, and reassessed to ensure continued
safe operation.
11.8 Area’s Open to Public
Lifting and hoisting operations over highways, railways, rivers or other places to which the
public has access should be avoided at all times. If this is not possible, permission must be
obtained from the appropriate authority and the area should be kept clear of traffic and
persons.
11.9 Audit and Review

A program of planned and systematic audits of lifting and hoisting equipment and operations
together with management reviews of performance and competence shall be established
and maintained for each faity/site based on the degree of risk and the results of previous
audit findings.
Audit protocols shall be established that ensure that adequate resources, personnel
requirements and methodologies are in place for the audit, together with procedures for
reporting audit findings and tracking the implementation status of audit recommendations.
The audit process shall verify the use and application of this procedure and to ensure the
competency of permit issuers and supervisors plus the training and understanding by the
workforce of this procedure.
11.10 Barriers.
All personnel and third parties shall be kept out of any area where they might be struck by a
load or lifting and hoisting equipment if it swings, shifts or falls. No one shall stand or work
directly below a load.
The work area shall be closed off, to prevent crushing or striking people by the load or lifting
and hoisting equipment. The barrier can be made using red/white or black/yellow marking
tape, but it is preferable to use physical barriers.
Entrance to the closed area is prohibited without permission of the lifting and hoisting
appliance operator or banksman.
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During the preparation, setting up or the installation of the lifting and hoisting appliance the
working area shall be closed for people who are not involved with preparing operations. It
shall be clear for all people (e.g. by means of barriers, signals, warnings) before entry of the
working area i.e.:
1.The working range, with all moving parts of the lifting and hoisting equipment shall be
closed by a physical barrier at all times.
2.When the lifting and hoisting operations starts, the area, from where the load is being
picked‐up until the area where the load is going to be landed (the travel path of the
suspended load), should be closed by a physical barrier.
3.For occasionally hoisting outside the fenced off area, a dedicated person must walk at safe
distance of the load to keep anyone passing by at a distance and to indicate the danger.
Personnel involved in the lifting and hoisting operation shall have an escape route at all
times in case of an unexpected movement of the load or the equipment.
Warning: Persons shall not be permitted to enter the lifting and hoisting area or to
board or leave the hoisting appliance without first obtaining permission
from the banksman or appliance operator.
11.11 Use of Tag Lines.
The lifting appliance operator shall assess and approve the justification of using one or more
tag line(s). It shall only be approved where there is a compelling requirement to push/pull
the load for accurate placement and the taglines are assessed as lower risk alternative to
avoid manual handling into position.
Note: In case of hoisting operations to and from vessels tag lines should only be used
if it is necessary; this shall be agreed between the vessel and lifting crane
operator, and particular care and attention shall be exercised.
Note: Tag lines should be used on all loads that may spin or swing.
Tag-lines shall be made of a suitable non rotating fibre rope, preferably a 100% polyester
braid on braid (braided core covered with braided cover) rope.
Warning: The use of ordinary polypropylene rope is strongly discouraged due to its
rotating properties.
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The length of the tag line shall be sufficient given the characteristics of the hoisting
operation and at least long enough to keep persons clear from the dangers of the load,
equipment or other hazards. The end of the rope shall be secured against fraying, but knots
shall not be used at the free end of the rope.
Warning: The tag line shall be attached to the load only and not to the lifting and
hoisting accessories.
Caution: When using tag lines hold the tag line securely, but never wrap the line
around any part of your body or any fixed point.
When handling long loads, baskets or other awkward loads, ensure that taglines are
attached to assist with the control and handling of the load when required by the risk
assessment.
If several tag lines are necessary, additional personnel can be involved in the operation
these additional people shall attend the toolbox talk and fully understand their role and
the role of the PIC.
Warning: Tag lines should be used to keep control of a load, not to gain control
over a load.
11.12 Moving the Load
The Person-In-Charge shall assure that:

a.The crane is level and where necessary blocked properly.
b. The load is well secured and properly balanced in the sling or lifting device before it is
lifted more than about 250 mm (10 in) from its original location.
c. Before starting to hoist, the following conditions shall be noted:
 The hoist rope shall not be kinked.

 Multiple part lines shall not be twisted around each other.
 The hook shall be brought over the load in such a manner as to prevent swinging.
11.13 Pick-up and Landing Area of the Load.
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The starting and the landing area shall be strong enough for the load and must guarantee
that the load will be stable after disconnecting the lifting and hoisting accessories.
There shall be sufficient free space for the rigger(s) to connect and disconnect the lifting
and hoisting accessories to the load.
In assessing the risks during the planning, special attention shall be given to the following
aspects:
 Working at height during connecting and disconnecting the load;
 Effects of weather on the workplace of the rigger(s), such as rain, snow and strong
winds;
 Weight of the accessories that are going to be used to connect the load. The weight
of the accessories shall be added to the weight of the load and results in the “total
weight of the load to be handled” by the appliance(s).
The load shall be connected to the lifting and hoisting accessories fully in line with user’s
instructions of the load, the lifting and hoisting accessories and according “good rigging
practices”.
Warning: Improvising or deviating from the users instructions is not permitted.
The banksman shall ensure that the load is secure and properly balanced and that the load
path is clear of obstructions and personnel.
Everyone involved in lifting and hoisting operations has the responsibility to stop the lifting
and hoisting operations at any time they believe the operation could, or has, become unsafe
or there is a change of the agreed plan! The lifting and hoisting operation shall stop
immediately:
 Whenever safety is in danger;

 If the users instructions are unclear;
 In the event of loss of communication
11.14 Securing the Load After the Lifting and Hoisting Operation.
Before unlocking the lifting and hoisting accessories from the load, the load shall be stable
under all circumstances. Attention is required for the stability of the load under influence of
e.g. wind.
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The banksman shall be sure that the lifting and hoisting accessories are unlocked and free
from the load before the lifting and hoisting appliance or the hook is moved away from the
load and cannot spontaneously re-hook the load.
Warning: It is forbidden in all circumstances to pull the hoisting accessories from

under the load by means of the lifting and hoisting appliance.
Warning: Leaving a lifting and hoisting appliance with an attached load unattended
is prohibited at all times.
When an appliance is left unattended, the operator shall ensure that:

 The load is on the ground, or else has been safely landed and there is no load resting
on the lifting and hoisting wire or slings;
 Access by unauthorised personnel is impossible;
 The lifting and hoisting appliance is secured and the break is engaged;
 For winches and cranes: the installation is switched to neutral or off mode;
Note: Any incidents taking place during the lifting and hoisting operation shall be
reported to the HSE focal point within 24 hours.
11.15 The Load.

Lifting and hoisting equipment is used to move the load. Regardless all applicable
requirements for the lifting and hoisting equipment, the load to be moved must meet
requirements as well.
11.15.1 Integrity
The load shall possess sufficient integrity to withstand the forces applied during lifting and
hoisting operations. The method of rigging the load shall ensure that it remains stable and
cannot tip, slip, swing or fall unintentionally. Stability shall be confirmed before
lifting/hoisting, if necessary by trial lift/hoist.
11.15.2 S stability
The method of rigging the load shall ensure that it remains stable and cannot tip, slip, swing
or fall unintentionally. Stability shall be confirmed during planning the operation.
The weight of the load must be known in order to choose the correct hoisting or lifting
equipment. This can be determined by:
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Calculation;
An indication on the load;
The information in the load’s lifting and hoisting instructions;
Estimation (as a last resort).
Appliance operators and users shall know the safe lifting capacity of the equipment and
understand the effects of changes in configuration on the capacity. They shall be provided
with all the necessary information in an easily understandable form at the place where they
are operating the appliance.
The safe working load of the lifting and hoisting equipment shall be assessed, taking into
account the configuration of the equipment and operating environment. For example,
changes in sling angles/sheave arrangements will change capacity. Any lifting appliance
operating on a slope will have a different capacity from operation on level ground. The
dynamic effects of liquids and shifting or uneven loads shall be considered .
11.16 Centre of gravity.
Accidents associated with lifting and hoisting operations are often caused by the lack of
understanding that whenever a load is hoisted, the center of gravity of the load will place
itself vertically below the hook, regardless of the arrangement of the slings, lift beams, or
other attachments.
11.17 Equipment with a Provision to Attach Temporary Hoisting

Accessories
Some loads are equipped with provisions for removable threaded eye bolts to be screwed
into the load as an attachment for hoisting slings or have pre drilled holes in order to bolt on
hoisting lugs or pad-eyes.
Equally, the item may be part of an assembly which was previously hoisted as a whole or
conversely it may be an assembly of components each of which was previously hoisted
separately during building of the assembly.
Note: Care is needed to check whether any hoisting points are adequate for the
whole assembly or just the individual component.
Removable threaded eyebolts, pad eyes that can be bolted on a load, hoisting caps or any
other temporary attachment to a load that can be used to connect the load as an
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attachment for slings, etc., is an “accessory for lifting and hoisting”. Accessories for lifting
and hoisting shall comply with the industry standard and shall be marked with:
 Safe Working Load;
 A unique identification number;
 A valid certification date.

11.18 Equipment with Designed Hoisting Points Permanently Installed
Loads can be equipped with all kinds of purpose designed hoisting points permanently
fastened to the load to connect hoisting accessories such as slings and shackles.
Typical examples of these loads are:
 Pre‐ assembled units, pre‐assembled racks, installation components, pressure

vessels, heat exchangers and tanks with welded on dedicated hoisting lugs or pad-
eyes;
 Concrete foundations and concrete building elements with dedicated pockets or cast
in pins or spherical head anchors (hoisting anchor system) ;
Note: The above mentioned hoisting points are deemed to be part of the load.
These purpose designed hoisting points require a pre‐use check.
12.0 HOISTING OVER LIVE FAITIES
12.1 Introduction.
For the purpose of this guidance, live faities (process plant or equipment) can be any of the
following:
 Equipment, protected or not, having any single or combination of the following
characteristics:
 Hazardous,
 Pressurised,
 Energised or
 Containing strategic “fluid”.
Examples being: pipes or vessels containing hydrocarbons, electric cables, equipment
cooling water supplies etc.
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Caution: Lifting and hoisting operations over live faities will require more rigorous
controls due to the inherent hazards associated with these operations.
Generally, lifting and hoisting over live faities should be avoided at all times. Only in
exceptional circumstances will this restriction be lifted, but strict procedures shall be
followed and there shall be additional controls in place.
12.2 Categorising Lifting and Hoisting over Live Faities
As with all lifting and hoisting operations, the activities shall be categorised to reflect the
associated risk and consequently the level of control required. Lifting and hoisting
operations over live ferities shall always be categorised as “Non-routine – Complex –
Critical” operations.
12.3 Control Measures
As with all non‐routine – complex – critical lifting and hoisting operations, the following
control measures shall be in place:
 A permit to work. An authorisation to perform the operations. .
 A formal written work package including the Method Statement describing the
operations step – by – step.
 Dedicated and qualified engineering input to Method Statement and “Lift Plan”,
clearly showing detailed engineering.
 Preferably: formal approval of work package and planning by a Technical Authority,
Subject Matter Expert, Principal Technical Expert or third party independent
engineers.
 A pre‐job toolbox talk.
 A clear “yes” on all the 10 questions for a safe lift.
12.4 Further Safety Precautions to be Considered
Depending on the complexity of the task at hand and the risks identified in Task Risk
Assessment, one or more of the following further safety precautions should be considered:
 Additional authorisation from the manager of the asset.
 Shutting down, isolating, depressurising and purging the live process plant,
equipment or other faities.
 Selecting higher rated lifting and hoisting equipment, so there is no need to exceed
75% of the capacity.
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 The use of static back‐up safety rigging, such as slings hooked up parallel with the
hoist to sustain the load in the event of a hoist brake failure.
 Performing a trial run using a water weight.
 Have an emergency plan in place.
 Having an emergency crew standing by.
 Having direct communications with the control room.
 Being ready to shut-down
13.0 WORKING WITH TWO OR MORE LIFTING AND HOISTING APPLIANCES
13.1 Introduction
Hoisting a load with two or more hoisting appliances can be a hazardous operation and
should be avoided if at all possible.
Note: Using two or more hoisting appliances for weight reasons alone (because a
load is too heavy for a single crane) shall only be considered as a last option.
Where the physical dimensions, weight of the load or circumstances prevents it being
handled by a single hoisting appliance, then tandem hoisting will be acceptable as long as
the operation has been planned strictly according the procedures.
Having procedures in place is a IEIL requirement concerning the minimum safety and health
requirements for the use of work equipment by staff and contractors the company’s
expectation is:
All lifting operations must be properly planned, appropriately supervised and carried out
to protect the safety of workers.
This is particularly relevant if a load has to be lifted by two or more pieces of work
equipment for lifting non‐guided loads simultaneously, a procedure must be established
and applied to ensure good coordination on the part of the operators.
A load can be handled simultaneously by two or more lifting and hoisting appliances in
various ways:
 Hoisting a single load using two cranes.

 Hoisting a single load using more than two cranes.
 Taking a load from a horizontal position to a vertical position or vice versa.
 Using two or more chain lever hoists and or chain blocks.
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 Any combination using a crane and a separate winch for hoisting.

 Combination of wire rope puller with a lever hoist.
 Hoisting portal or gantry in combination with a tailing crane.
 Floating sheer legs using two blocks; etc.
13.2 Risks and General Precautions
Moving a load using multiple lifting and hoisting appliances brings in more risks to the
operations. These risks include, but are not limited to:
 Stability of the hoisting appliances;

 Load coming out of level;
 Side loading of the boom, not normally encountered with one crane;
 If different crane models are used, the operators will have to match the raise/lower,
boom and swing speed. Unequal hoisting speeds will place extra load on one crane,
and unequal swing rates will cause boom side-loading.
 Hoist lines coming out of the vertical resulting in side-loading.
Note: It is vitally important that an accurate assessment is made of the load liable
to be imposed on each appliance.
During the whole operation there should be a full appreciation of how and to what extent
this load situation can vary should the load come out of level or should one or more cranes
have to boom up or boom down, travel or slew, resulting in the hoist ropes coming out of
the vertical.
Special rigging may also be necessary to suit the maximum variation in load distribution and
angular loading which may result during the lifting and hoisting operation.
Lifting and hoisting appliances should be suitable for multiple operations. User’s instructions
should be consulted for this at all times.
Warning: Dynamic hoisting operations with cranes working in tandem shall only be
performed if both cranes are designed and certified for this operation.
13.3 Operations Using Two or More Lifting & Hoisting Appliances
All lifting and hoisting operations, operations using multiple appliances shall be categorized
to reflect the associated risks and consequent level of control required.
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Working with two or more lifting and hoisting appliances shall, as a minimum, always be
categorized as “Non Routine – complicated” operations for two crane operations and Non-
Routine Complex/Critical when more than two cranes are to be used..
13.4 Control Measures
Control measures in place shall at least be as required for “Non Routine – complicated”
operations.
Depending on the complexity of the task at hand and the risks identified in Task Risk
Assessment, additional safety precautions should be considered.
13.5 Personnel Involved
For all hoisting operations utilizing two or more appliances, a lifting and hoisting supervisor
shall be appointed to actively supervise the operations on site. The supervisor has to make
clear and check, that communication with each appliance operator is clear and well-
rehearsed.
13.6 Various Ways of Utilizing Multiple Lifting and Hoisting Appliances
As mentioned previously, there are numerous ways to utilize multiple appliances. Hereafter
the most commonly used combinations are explained with some specific remarks that need
to be addressed during JSA.
13.6.1 Hoisting a Single Load Using Two Appliances
When two appliances are going to hoist a load a determination must be made on the
location of the load attachment points and the center of gravity. This must be calculated to
properly distribute the load according to the capacities of each crane.
Caution: Whenever possible cranes of equal capacity and similar characteristics

should be used.
The cranes and lifting and hoisting accessories to be used should be selected to have a
capacity margin greater than that needed for the proportional load when handled as a single
lift.
Note: Each crane, at the required boom length and operating radius, shall be capable
of hoisting 75% of the total load.
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If load sensors are being used, each crane need only be capable of hoisting 25% above its
estimated share of the weight.
If a load is non‐symmetrical, the center of gravity will not be in the middle of the load, but
closer to one end. In this particular situation it is likely that one crane will be positioned to
lift over half of the load weight.
13.6.2 Hoisting a Single Load Using More Than Two Appliances

In this situation the load is divided across more than two cranes.
Hoisting a load that is suspended from three points is always in a static determined position.
Related to the center of gravity of the load, there can be two situations:
1.The load is equally divided over the three suspension points

2.The load is not equally divided over the three suspension points
Whatever the actual situation, it will be necessary to determine the exact position of the
center of gravity by calculation. In case the load is not equally divided over the three
suspension points, each crane will have a different load.
Hoisting a load that is suspended from 4 (or more) points is always in a static undetermined
position and extremely hazardous. It is impossible to determine how the load will be divided
between the suspension points. In some specific situations a solution might be to go back to
three suspension points by connecting two of the four hoisting points by means of an
equalizing hoisting beam.
Warning: All lifting and hoisting operations using more than two appliances shall be
classified as “Non Routine – Complex/Critical”. All associated risks shall be
assessed and consequent level of control required shall be strictly adhered
to.
13.6.3 Taking a Load from a Horizontal to Vertical Position or Vice-Versa.
When erecting a pressure vessel or a structural component from a horizontal position to a

vertical position a tailing crane is often used. During this type of operation, the relationship
between the load attachment points and the center of gravity is very important.
It is essential to accurately calculate the position of the center of gravity and the actual load
exerted on both cranes. As the load changes from horizontal to vertical, the lead crane will
absorb more of the load, until the total weight of the load is fully transferred to the lead
crane.
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13.6.4 Using Two or More Chain Lever Hoists and or Chain Blocks
Warning: When using more than one chain block or chain lever hoist, each individual
hoist unit should be rated to a capacity of at least 100% of the load.
Planning and control measures for this category, including defined procedures and drawings
or sketches, need to be in place. If two or more lever hoists are used to share the load during
hoisting operations, careful consideration of the operation is necessary as there is the
potential to overload one of the hoists (beyond the working load limit) or under load one of
the hoists (below 10% of the working load limit).
Always check the user’s instructions in case chain lever hoists or chain blocks are used for
horizontal or oblique traction. As not all types and brands are designed for this type of
operation In case user’s instructions are not clear on this, it is forbidden to use chain lever
hoists and chain blocks for this operation.
Note: Whatever the combination of lifting and hoisting appliances used, user’s
instructions should always be consulted and strictly adhered to.
13.7 Execution
For a safe execution, the following issues need attention:

 The hoisting accessories being used to connect the load with the hoisting appliance
shall be of sufficient capacity. Special attention is needed when working out of the
vertical;
 Always have only one person giving signals for both lifting and hoisting appliances,
having direct sight and permanent radio contact to the appliance operators;
 The personnel involved must work in unison and position themselves to avoid being
trapped or crushed;
 Prior to starting the operation, ascertain that both load lines are in the vertical
without side / off-loading of the boom;
 Upon signal, both cranes to hoist slowly, to either the calculated weight tolerance
limit or until the load is free, and STOP hoisting;
 The lifting and hoisting supervisor to confirm that the full load has been transmitted
prior to authorizing the lift to continue. The safe load indicator
 Accuracy and the integrity of the braking mechanism to be verified before the
operation continues;
 Keep a close eye on hoist lines and make sure they do not come out of the vertical
during the whole operations;
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 Raising or lowering the load and slewing of the cranes may only be undertaken at the
signal from the banksman and at the previously agreed speed.
14.0 LIFTING AND HOISTING EQUIPMENT
Lifting and Hoisting equipment comprises Lifting Appliances (equipment performing the
lifting), Lifting Accessories (devices which connect the load to the Lifting Appliance) and
Lifted Equipment. The diagram below includes the main categories but is not
comprehensive.
To ensure that equipment is fit for purpose, local Controlling Documents shall address
design, certification, maintenance, and inspection criteria in accordance with a recognized
standard and/or manufacturer’s recommendations.
The manufacturer or an approved certification body shall issue a certificate or a letter of
conformance to appropriate standards.
14.1 Lifting Appliances
The manufacturer shall supply all Lifting Appliances with documentation that defines the
permissible operating conditions, design criteria, documentation of testing, maintenance
requirements, and examination and inspection requirements.
Each Lifting Appliance shall be marked to show:
 Safe Working Load (SWL);
 Unique identification number;
 Date of last certification and/or date of next certification.
14.2 Lifting Accessories
All Lifting Accessories shall comply with applicable international standards and industry
accepted codes of practice and be marked in the same manner as Lifting Appliances, see
above.
Engineered lifting devices (e.g. spreader beams etc.) shall be designed, manufactured, and
tested in compliance with the intent of the relevant industry standards.
14.3 Lifted Equipment (Load)
All Lifted Equipment shall be designed, manufactured, inspected, tested, and certified in
accordance with applicable international standards and industry-accepted codes of practice.
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14.4 Equipment User Instructions
All lifting and hoisting equipment must be accompanied by user’s instructions in the official
community language or language of the Member State in which it is placed on the market
and/or put into service.
These user’s instructions (or photocopies) must be kept in a safe place, go together with the
equipment, and be readily accessible to the user of the lifting and hoisting equipment.
In all cases, the manufacturer shall supply a user instruction that defines the permissible
operating conditions, design criteria, testing and maintenance requirements and inspection
requirements in a language agreed for safe use on the location.
Lifting & Hoisting Equipment

Lifting & Hoisting Lifting & Hoisting Lifted & Hoisted Equipment
Appliances Accessories
Cranes(including): Wire rope slings Skips

Mobile Chains and chain slings Gas cylinder racks
Monorail Man-made fibre slings Open freight containers
Pedestal (offshore) Shackles Closed freight containers
Tower Plate clamps Mini containers
Overhead/gantry Eye bolts & swivel rings Open top bins
Fixed lifting beams Hoist rings Baskets
Davits Turnbuckles Pipe racks
Hoists Lifting harnesses Pipework
Pad eyes (fixed structure) Dill pipe elevators Drum racks
Winches (incl. Ma-riding) Casing elevators Netting
Forklift Bail arms Frames
Jacks Spreader beams Equipment Skids
Chain hoist Hooks Bail bags
Chain block Load cells Bulk storage tanks
Lever hoist Pad eyes and bolts Modules
Beam clamp Rigging screw Machinery
Beam trolleys Drilling equipment
Well heads
Steel structures
14.5 Lifted and Hoisted Equipment (The Load).
Cargo carrying equipment is used for transporting liquids, gasses, granulates and combined
loads. Examples of transport equipment are tanks, bottles, barges, tipping buckets, waste
skips, racks with gas cylinders, frames with gas bottles and containers.
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All lifted and hoisted equipment and their components shall be capable of withstanding the
stresses to which they are subjected, both in and, where applicable, out of use, under all
conditions provided for and in all relevant configurations, with due regard, where
appropriate, to the effects of atmospheric factors and forces exerted by persons. This
requirement must also be satisfied during transport, lifting and hoisting.
The following must be prominently and indelibly indicated on lifted and hoisted equipment:
 Maximum gross weight
 Empty weight (tare)
 Effective loading capacity
 Identification number
 A valid certification date, preferably mentioning the date until it is safe to use them.
An instruction must be supplied with or attached to the equipment (or instructions must
otherwise be known). These instructions are to indicate the safe way of hoisting the
equipment.
14.4 Lifting & Hoisting Equipment Categories
Category 1: Portable Lifting and Hoisting Accessories.

Portable lifting and hoisting accessories are defined as movable items for general use on the
site. Examples included shackles, slings, pull-lifts etc. This equipment shall be stored and
issued from a designated lifting equipment storage area.
This category of lifting and hoisting accessories shall be inspected, overhauled and re-
certified on 6 monthly intervals. Testing, maintenance procedures must be approved by
Authorized Lifting Equipment Inspector. All portable lifting and hoisting accessories must
have original certificate, where original or an approved copy is not available our out of date,
re-certification will be necessary.
Portable lifting and hoisting accessories will be subject to the relevant site specific lifting
equipment controls procedure.
Category 2: Mobile Appliances
Mobile Appliances are those that run on wheels or tracks and are self-propelled or
specifically designed to be attached to or pulled by a vehicle, e.g. mobile cranes, forklifts
etc.
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All mobile appliances shall be maintained, inspected and certified as per the manufacturer’s
recommendations and relevant standards e.g. BS7121, ASME B30.5 or equivalent Indian
National Standard.
Specific equipment issues
 The appropriate load-radius chart for the lifting and hoisting appliance configuration
in use shall be visible to the appliance operator;
 All engineered lifting and hoisting accessories shall be certified;
 Suspension points for sheaves in winch systems shall be rated to withstand the
maximum credible winch pull;
 Hook selection shall minimize the possibility of fouling.
15.0 MAINTENANCE AND INSPECTION
The manager shall ensure that adequate inspection and maintenance routines are in place
and are undertaken by competent people. They shall also ensure that any structures or
features that will be used in conjunction with lifting and hoisting equipment have been
inspected for suitability by competent persons before use.
The maintenance schedule shall be based on manufacturer’s recommendations, operating

experience, applicable standards and failure modes. The schedule shall integrate
preventative and predictive maintenance techniques. Maintenance schedules shall consider
the effects of ageing and equipment utilization. Safety critical components and systems shall
be identified and arrangements made to ensure they are adequately maintained.
Where third parties provide their own lifting and hoisting equipment, the manager of the
faity/site shall ensure that there is an auditable system that ensures the control, integrity
and suitability of the equipment.
To ensure the integrity of lifting and hoisting equipment, it shall be subject to a

detailed/thorough examination by a qualified inspector who has sufficient detailed
knowledge of its design, operation and failure modes to recognize significant defects.
The scope, methods and standards of that examination, and acceptance/rejection criteria
shall be specified for all equipment, taking into account the following:
 Legal requirements;
 Manufacturer’s recommendations;
 Operating conditions (including infrequently used and mothballed equipment);
 Utilisation and age of the equipment;
 Degree of risk;
 Results of previous inspections.
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Equipment provided for lifting and hoisting requires regular recorded inspection to ensure
that it continues to be safe to use and to comply with relevant National Standards.
Each item of equipment shall be marked with a unique identification number (serial number)
so that it can be traced back to its test certificate and origin of manufacture. Test certificates
and examination reports shall be available for audit at site or central control point.
Each faity/site shall have a complete register of all lifting and hoisting equipment. The
register must provide a description of the lifting and hoisting equipment.
The components shall be inspected at least every 6 months, although manufacturers may
recommend more frequent inspection. Manufacturer’s recommendations will form the basis
of any inspection routine.
Testing of lifting equipment will be dependent on the type and configuration of the
equipment and whether the equipment is temporarily or permanently installed. On initial
installation, equipment shall undergo a comprehensive test to prove its integrity. This may
involve proof or overload testing under controlled supervised conditions.
Equipment that has been involved in any of the following shall be thoroughly examined:
 An incident (lifting/hoisting incident or environmental e.g., high winds);

 Overload;
 Subject to modification or major repair to components in the load path or other
safety critical components;
 Changes in condition of use including periods out of service etc.
Each day before being used, the slings and all fastenings and attachments shall be inspected
for damage or defects by a competent person designated by the faity/site manager.
Additional inspections shall be performed during sling use, where service conditions
warrant.
Warning: Damaged or defective slings shall be immediately removed from service.
Warning: Adjustment and repairs shall not be carried out on any lifting or hoisting
equipment while it is in motion or the engine is running.
15.1 Inspection Requirements
Users of lifting and hoisting equipment shall carry out a pre-use inspection of the equipment
to ensure it is suitable for the task, has not been damaged and is correctly installed. The pre-
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use inspection of powered lifting and hoisting appliances shall be in accordance with
manufacturer and company requirements.
Local controlling documents shall address maintenance, inspection and certification criteria
in accordance with a recognised standard and/or manufacturer’s recommendations. Older
equipment may have to be de-rated to ensure adequate safety factors are maintained. The
inspection regime recommended for control of lifting equipment falls into two categories:
 Pre-use checks
 Detailed inspection
Competent persons shall complete these inspections and manufacturer’s guidelines shall be
followed if they state inspection frequencies outside those listed below:
Pre-use checks: Non-recordable

 The sling and all fastenings and attachments shall be inspected before being used for
damage or defects by a competent person designated and authorised by the
faity/site manager.
Detailed inspection:
 Every 6 months for lifting accessories (slings, shackles etc.)
 Every 6 months for other lifting equipment (chain hoists, lever hoists etc.)
All lifting and hoisting equipment shall be marked or labelled with the date of the last
inspection and preferably the date of the next inspection. In case this mark or label is not
present, not readable or not fully clear, the equipment shall not be used.
Note: Whenever local law or regulations require a shorter interval or more stringent
inspection schedule, law and regulations shall always prevail.
16.0 COLOUR CODING & CONTROL OF PORTABLE EQUIPMENT
All portable lifting equipment shall be colour coded to give visual indication of its
certification status prior to use. Some fixed lifting equipment may also be colour coded.
Note: The colour coded system denotes that the equipment has been thoroughly
examined in the past six months and a valid examination report exists. It does
not however provide a guarantee that the equipment remain serviceable and
the equipment must therefore be visually examined prior to use.
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Warning: Under no circumstances shall any portable lifting equipment be used

which is incorrectly coloured
Note: The valid colour codes shall be visibly evident at all sites
A IEIL Standard colour code cycle shall be used on portable lifting equipment of categories 1
and 2 (see section 14.6) to indicate that they have been examined and fit for use for a six
month period
Control of Portable Lifting Equipment

The following colour code cycle will be used on portable lifting and hoisting accessories of
categories 1 and 2 to indicate that they have been examined and fit for use for a Three-
month period:
Odd Years
 Yellow (January – March)
 Yelloe + Red ( April – June )
 Blue (July – September)
 Blue + Red (October – December)
 Even Years
 Orange (January – March)
 Orange + Rad ( April – June )
 Green (July – September )
 Green + Red ( October – December )
Portable and fixed lifting and hoisting accessories that have been rejected on after use
examinations must be stored in the quarantined area of the lifting and hoisting accessories
store and will have their colour coding painted over with white paint and tagged “Do Not
Use” until such time that the item is returned to the supplier for repair or replacement.
Lifting and hoisting accessories store shall be used for management / control of Portable
Lifting and Hoisting Accessories appropriate to the work site.
The Lifting and Hoisting Accessories store will consist of a secure controlled storage area
providing the following:
 Storage of new accessories;
 Quarantine of defective accessories;
 Inspection area/ Document control.
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17.0 HOISTING PEOPLE
This applies to the hoisting of people using pedestal cranes, mobile cranes, derricks,
winches, stabbing board, special hoist-supported people lifting devices, mobile aerial
platforms and all lifting and hoisting operations not specifically mentioned.
17.1 Introduction and scope
Cranes and other hoisting appliances are designed for the hoisting of loads and not people.
When it involves people the generally accepted industry practice is:
 People may be lifted only by means of work equipment and accessories provided for
this purpose;
 The equipment used for lifting people for work and for transfer shall be specifically
designed, approved/certified and clearly marked as suitable for people lifting;
 Any equipment not so marked shall not be used for people lifting;
 Lifting accessories and lifted equipment used for lifting people shall not be used for
any other purpose;
 The factor of safety required for lifting people shall be higher than for lifting normal
loads, typically this is double for people lifting activities.
17.2 Safety Considerations
The use of suspended carriers for people to work from poses more risks than normal due to
the combination of a fall hazard, instability (swinging) of the workplace and the danger of
people becoming trapped during hoisting.
Caution: In principle, the use of a people suspended carriers with hoisting

equipment should be as a last resort and it only be used in exceptional
circumstances, and then only under strict conditions.
Environmental and other limits for personnel lifts shall be set out in the lift plan with clarity
on where they differ from limits for other lifting. In case of any changes in job scope or
conditions, the job shall be made safe and stopped, risks re-assessed and a pre-job meeting
executed before the job is restarted. Examples of such changes include operating/weather
conditions, day or night operations or changes in personnel or equipment involved. Other
safety considerations are:
 Personnel lifting operations shall not be permitted in hours of darkness unless a

thorough risk assessment is undertaken and assessment of alternatives
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demonstrates that there is no suitable alternative and has the approval of the
faity/site manager;
 Competency assurance and training programmes shall be implemented for staff
approved to carry out personnel lifting operations;
 Each business shall specify the type of appliances to be used for hoisting personnel in
routine and emergency situations;
 In case of changes in work scope, personnel involved or equipment, the work shall be
suspended, a review of the Risk Assessment/Job Safety Analysis carried out and a
Toolbox Talk shall be executed before the work is restarted;
 A rescue plan shall be prepared for all operations involving the hoisting of personnel
as part of the Job Safety Analysis (JSA) and Lift Plan. All equipment required to
implement the rescue plan shall be readily available prior to and during the lift.
Rescue operations can introduce their own hazards; therefore the planning and
execution of rescue exercises requires particular care and attention including
additional risk assessments before proceeding.
17.3 Design and Certification of People Lifting Equipment
All Lifting Equipment used in the lifting and transportation of people shall be designed,
manufactured and tested in accordance with accepted international industry standards and
codes of practice and have a current certificate issued by the certifying authority.
Warning: People shall only be lifted using dedicated people Work or Transfer
Carriers.
17.4 Cranes Used for Lifting/Hoisting People
 Cranes with telescoping booms shall be equipped with a device to clearly indicate
the boom's extended length or, prior to hoisting people, an accurate determination
of the load radius to be used during the lift shall be made;
 Cranes shall have automatic brakes such that when the equipment operating controls
are released motions are brought to rest. Brake action shall be progressive so that
sudden shock loads are avoided;
 Any change-speed gearbox shall be of constant mesh type whereby it shall not be
possible to change the gear ratio while there is any load on the winch. There shall be
no means of disengaging the drive trains during personnel lifting;
 Cranes shall be fitted with a device that holds the load securely in position in case of
a brake failure. Such device might be a secondary brake or hydraulic systems with
counter balance valves and crossover check valves that provide insurance against
accidental descent and is recognised as acceptable according to industry standards
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 A holding device (such as a load check valve) shall be provided in hydraulic or

pneumatic systems to prevent uncontrolled movement of the equipment in the
event of a system or component failure (e.g. supply hose);
 Cranes shall have a means to prevent the retraction of any hydraulic or pneumatic
outriggers or stabilisers in the event that a hydraulic or pneumatic line fails, when
such devices are an integral part of the Lifting Equipment;
 Only non-rotating wire rope shall be used;
 The load to be lifted shall not exceed 50% of the crane’s static and/or dynamic load
chart capacity, as is applicable.
People Hoisting Accessories

Hooks used to hoist people must have an operable safety latch that can be closed or locked.
Usage of a ball hook is never allowed if a visual inspection of the hook connection is not
possible.
When a wire rope sling set is used to connect the suspended carrier, the slings must be
connected to a master link or shackle so that the load is evenly positioned between the sling
legs. Only safety bow shackles, with nut and safety pin as shown here after, may be used for
this purpose.
Warning: Sling sets and associated hoisting accessories for attaching the
suspended carrier shall not be used for any other purpose.
Rigging shall be such that in the event of failure of a single sling or pad eye, the suspended
carrier will not tilt excessively.
17.5 Pre-use Inspection
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Prior to initial use and at each new work site, all suspended carriers, hook, catch and fixed
load hoisting attachment shall be inspected by a competent person to ensure that the
equipment is free from defects and certified for use. Pre use inspections must be recorded
and dated. These records must be kept by the Person-In-Charge for the duration of the
personnel hoisting operation.
17.6 Decision for Use of Suspended People Carrier
A suspended people carrier e.g. basket, is a device fitted out for the transportation of
persons to a workplace at height by attaching the suspended carrier using its own hoisting
accessories to a hoisting installation (crane). The definition of a suspended carrier is:
“arrangement designed for the lifting of persons by a crane”.
As with all lifting and hoisting operations suspended carrier operations shall be categorised
to reflect the associated risk and the consequent level of control required. Hoisting
operations using a suspended carrier shall always be categorised as “non- routine –
complicated” operations.
Using a suspended carrier on a hoisting device is only allowed if a risk assessment has clearly
demonstrated that there is not a more appropriate, safer alternative readily available. A
suspended carrier on a hoisting device may only be used in the following situations:
 The use of any other means to get access to the workplace is impossible;
 The operations occur incidentally and have a very short duration (less than 4 hours).
This includes operations that are only performed several times a year;
 It concerns operations with an urgent nature whereby the delay required for
installing more suitable equipment would cause greater risks than the risks
connected with the work in a suspended carrier;
 It concerns short operations, where the use of more suitable equipment would result
in unreasonable costs;
 The workplace cannot be reached using Mobile Elevating Working Platforms or
scaffolding;
 In the event that a fall hazard of more than 1.8 metres is present, e.g. because it is
not possible to use platforms, scaffolding or other appliances for the activities, or
because it is not possible to install collective protection, or during the assembly or
disassembly of scaffolding.
17.7 Planning and Execution of People Lifting Operations
Checklist
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Before starting the actual hoisting operation the suspended carrier checklist shall be
completed fully and adequately and shall be signed by the operator as well as the
occupant(s) of the suspended carrier.
Appendix D of this practical guidance gives a recommended checklist. Comparable checklists

used for the same purpose might be used.
Communication
Effective audio (radio) or visual communications between the Person-In-Charge, the

Appliance Operator, the Banksman and the Lifted People shall be in place at all times during
the operation. Persons planning and executing personnel lifts shall be fully familiar with the
equipment involved and shall be competent to operate that equipment.
Blind Lifts
Blind Lifts of people shall be minimised and shall not be permitted as repetitive operations.
If Blind Lifts are required additional controls shall be implemented and approved by the
faity/site manager.
Appliance Operations
The Appliance Operator shall always be at the controls when the people lifting carrier is
occupied. The Appliance Operator shall also have full control over the movement of the
People Carrier. Free-fall lockouts shall be engaged during all people lifting operations.
Warning: Mobile lifting/hoisting appliances shall not travel while people are on a
people carrier or in a personnel transfer basket attached to it.
The appliance being used for the lifting or transfer of people shall perform no other
operation during the period of the operation.
17.8 Lifting People with Mobile Appliances
At each new worksite, prior to lifting people, the people carrier, rigging and other
Lifting/hoisting Accessories, and hook block shall be tested.
 The appliance shall be uniformly level within 1% of level grade and shall have firm
footing under both crawler tracks or under each outrigger float;
 Appliances equipped with outriggers shall have outriggers extended in accordance
with the manufacturer’s instructions;
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 No other lifting/hoisting appliance, which could interfere with the personnel lift, shall
be operated.
17.9 Suspended Work Carrier Precautions
During the actual hoisting operations with a suspended work carrier, the following additional
requirements are applicable:
 The crane’s maximum allowable load shall be:
 Not more than 25% of the weight of the suspended work carrier with maximum load
for a mobile crane.
 All movements should proceed gently with low speed;
 Unintended movement of the carrier shall, where possible, be prevented e.g. by

means of guide ropes or anchoring;
 Suspended work carriers shall not be used in high winds, electric storms, fog, etc., or
other adverse weather conditions which could affect the safety of personnel;
 Visible and audible communication shall exist between the persons in the work
carrier and the crane driver at all times during the hoisting operations;
 The required equipment necessary to perform an emergency rescue shall be
available throughout the hoisting operation;
 The work carrier shall be positioned on a firm surface during access and egress;
 The work carrier rated capacity shall not be exceeded;
 Persons in suspended work carrier shall fasten their safety harness onto the
anchorages provided;
 Occupants shall keep all parts of the body inside the suspended work carrier during
raising, lowering and positioning, to avoid pinch points;
 Tools and material carried by personnel shall be secured, in particular against
displacement, tipping and falling out;
 If suspended carriers are moved through openings, measures shall be taken against
entanglement and crushing risks
People involved.
The combination of the crane and the carrier shall only be operated by people trained in
the safe use of the combination, including the operating procedures for egress in case of
power supply failure or control failure.
Note: A crane operator shall always be present at the normal crane control station
when the people carrier is occupied.
For the duration of people transfer operations the faity/site management, including vessel
masters, shall not require the crane operator and banksman to do other work at
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the same time. During the transfer operation they shall operate only one crane or direct one
carrier.
Radio communication should be established on an agreed radio frequency and maintained

during the transfer operation. Radio communication needs to be established between the
crane operator and the persons in charge of the vessel/installation both to and from which
the transfer is being undertaken.
The crane operator should have a good view of the transfer areas, the people to be
transferred and the banksman at both transfer locations.
18.0 HANDLING OF TUBULARS
18.1 Rigging/Slinging of Tubular’s
Practices for the safe operation of slinging tubulars or tubular bundles should include the
following:
 Using certified Cargo Carrying Units or Transportation Frames are considered best
practice;
 Only tubulars of the same diameter or size and about the same length should be
bundled together;
 The number of tubes in each bundle should be such that the middle tubes are
gripped and will not slip out of the bundle. Whenever practicable tubulars over 5.5”
(140mm) in diameter should be bundled in “odd” numbers;
 Tubulars should always be slung with two slings, each of the same length and of the
same SWL;
 In the case of bundles of tubulars, a means of preventing the bundle from coming
slack when it is landed should be considered, such as a wire clamp or a wire rope grip
above the reeved eye that forms the ‘choke’ and a tie wrap of robust design on the
reeved eye of the sling to prevent the eye from slipping over the rope grip. This shall
be subject to a Task Risk Analysis(TRA);
 Slings should be placed at equal distance (approximately 25% of total length) from
the ends of the load. They should be double wrapped and choked around the tubular
either when using steel slings or nylon webbing;
 The sling should be of sufficient length to ensure that the choke is on the sling body,
never on the sling splice, fittings, tag, eye or at the base of the sling eye or fitting;
 The inside angle of the choke shall not exceed 1200;
 Excessive long tubular bundles shall have a tag line attached. This shall be subject to
a risk assessment;
 Care should be taken on removing slings due to stowage movement;
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 Whilst loading, consideration should be given to the installation discharging

sequence;
 Ensure thread protectors and end caps are securely fastened;
 Due care and attention should be taken when loading tubulars to avoid damage to
slings;
 Prepare the landing site to enable the bundles to be landed without crushing the
slings (use wood);
 Avoid crossing the sling;
 Prior to making any hoists, the release of rigging should be considered. Precautions
are required to prevent personnel from being trapped between tubulars during
release of rigging.
Warning: Never:
× Sling tubes of different diameters;
× Sling a mixture of tubulars, angle, flat bar etc.;
× Tighten the choke by hammering as this will increase the effective
sling angle thus weakening the sling
Transportation
 Transportation frames are considered best practice for chrome casings to

avoid/reduce body to body contact;
 When transporting tubulars they should, wherever possible, be “butted up” to
trailers with steel headboards and not exceed the height of the headboard;
 In preparing tubulars for transportation it is good practice to pick up the tubing
bundle for a second time to see if more slack can be taken out using clamps or
bulldog clips.
18.2 Storage
 Tubular ‘stacks’ should be segregated by pipe posts;

 The bottom stow of tubulars should be individually ‘chocked’ or secured by other
mechanical means to stop movement.
 When handling tubulars with the claw or magnet, the work area shall be barriered
off and no personnel shall be in the vicinity. When barrier off the area, special
attention shall be given to the fact that tubulars can slip out and represent a hazard
for surrounding areas.
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 If lifting and hoisting appliances are located in an area with a good overview, and
there are no blind hoists involved, the lifting and hoisting appliance operator can
carry out the operation alone through dealing with the slinger and Banksman’s tasks.
 A local procedure shall be in place for the number and type of tubulars that can be
lifted safely in one bundle.
 Before commencing the operation, the lifting and hoisting appliance operator shall
make sure that the correct gripping arrangement has been selected and that the claw
or magnet is in the correct position and is correctly secured to the load.
 The crane path shall be free of obstacles and supply cables shall run freely.
 The operator shall ensure that the lifting and hoisting appliance and guiding device
are coordinated.
19.0 HANDLING OF SCAFFOLDING MATERIAL AND BOARDS
19.1 Load Carrier.

Where practically possible, scaffolding material and boards should be transported, lifted
and hoisted in dedicated load carriers. For hoisting operations to and from vessels,
scaffolding material and boards shall always be transported in a dedicated load carrier.
The load carrier should be in the form of a container (i.e. basket) or frame of suitable design
and comply with regulations and accepted standards:
Offshore: An applicable international standard for offshore containers;
Onshore: The country standard.
19.2 Rigging/Slinging Scaffolding Materials.
When moving scaffolding material and boards whereby a suitable load carrier cannot be
used, the following general guidelines for slinging should be followed:
Always keep scaffold boards and scaffold tubulars in separate bundles.
Warning: It is not allowed to bundle scaffolding boards and scaffolding tubulars

together in one bundle;
 Polypropylene, polyester or nylon ratchet straps shall be used to make bundles and
to prevent slipping;
 The slings shall be wrapped round twice and choked around the load. The slings
should be choked in the same direction. Appropriate rope grips/clamps and tie‐wraps
shall also be applied to ensure the security of the slinging/rigging arrangement;
 The slings ideally should be positioned at equal distance, approximately 25% (of the
total length) in from either end of the bundles;
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 In order to prevent single boards or single tubulars falling out of the bundle, do not
bundle different lengths of boards or different length of tubulars together. Make
separate bundles of tubulars all having the same length and separate bundles of
boards all having the same length;
 Other associated equipment, e.g. clips, clamps, swivels etc. should be sacked or
containerised and never be allowed to be hoisted on top of a bundle;
 Whenever possible, transit path of taglines should be confirmed clear, before lifting
and hoisting operation starts;
 Taglines shall be closely monitored during lifting and hoisting operations and
prevented from snagging.
21.1 THE SAFE USE OF CHAIN BLOCKS & CHAIN LEVER HOISTS.
Introduction.
This practical guidance is of a general nature only, covering the main points for the safe use
of chain blocks and chain lever hoists. This guideline does not address the design and
manufacturing standard. Generally the liability is on the manufacturer and/or supplier of
equipment to ensure that its product is fit and safe for the intended purpose. The following
information shall be provided to the end user:
21.2 Important Instructions for use, setting out at least the following
warnings. particulars:
The intended use;
The limits of use, including the W.L.L. (Working Load Limit);
Instructions for assembly;
Chain blocks and chain lever hoists are used extensively for lifting and hoisting operations. Their design
characteristics allow for easeGeneral-purpose instructions
of transportation to site for theset‐up.
and require minimum safe use of the
equipment;
As there has been a history of failures in the use of this equipment, everyone involved in the use of
hoists should be aware of the Any limitations
following on warnings:
important the use or special requirements for use in
Chain blocks can only be used hazardous
upright andconditions;
should be used for vertical hoisting only. The pawl of a chain
block may not operate correctlystatement
A regarding
if the chain block is usedthe
out potential for light load failure;
of the vertical;
Only chain lever hoists can be Maintenance
used in anotherinstructions.
orientation than vertically. However always check the
instructions before use; A copy of the thorough examination report.
Avoid hoisting loads below 10% of the hoist’s capacity and never hoist loads below 5% of the capacity, as
the weight of the load may not be enough to activate the friction brake;
Always read and follow the instructions for use issued by the manufacturer or supplier. There might be
important warnings in the instructions.
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21.3 Selecting the Correct Hoist.
Chain blocks and chain lever hoists are available in a range of capacities and with various
types of suspension. When planning hoisting operations, select the hoist to be used taking
the following into account:
 The required Working Load Limit to suit the load to be hoisted. Should the load be of
unknown weight, a calculation should be carried out to determine the weight, a
percentage added for error and a selection then made;
 Minimum “drawn‐up” dimensions as lack of headroom are often a problem in
confined spaces. This dimension varies with different manufacturers and or models
and may well influence the selection of the hoist;
 Height of the hoisting operations. Chain blocks normally have a standard 3‐ metre
height of operation, but can be produced for practically any height required. Chain
lever hoists normally have 1,5 metres height of operation, but again can be delivered
with longer chains to suit the operational requirements;
 Type of suspension available and going to be used: hook, fixed pad eye on beam
clamp, trolley etc.
21.4 Pre-use checks.
Before using chain blocks and chain lever hoists, it is the responsibility of the lifting and
hoisting team performing the hoisting operations to ensure the hoist is in working order and
safe to operate. The following pre‐use checks should be made:
 Is the Working Load Limit adequate for the load;
 Is the hoist tagged or marked with:
 Working Load Limit;
 A unique identification number;
 A valid certification date.
 Suspension hook and load hook. Ensure hook safety latch is fitted and functions
correctly and the swivel operates without restriction. Check also for obvious opening‐
out of either the load hook or the suspension hook;
 Check load chain for distortion, corrosion and any other form of damage. The chain
linkage should all appear to be in a straight line. If the chain gives the appearance of
having a “spiral” the hoist has been overloaded whilst the chain was twisted;
 Check end stop being fitted on chain lever hoist and dead end being connected on
the chain block;
 Check for build‐up dirt in the pocket wheel;
 Check for correct operation of the selection lever on the lever hoist and the chain
wheel on the chain block;
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 When spinning the chain wheel or operating the lever, the ratchet should sound
crisp;
 Body assembly should show no signs of misuse, cracked casings, loose bolts or
other damage.
21.5 Installing and Commissioning of Hoists.

At all times follow any specific installation instructions issued by the manufacturer or
supplier.
When installing hoists it is essential to ensure that the structure from which it is suspended
is adequate for the load it is intended to carry. This load should include the weight of the
hoist itself together with any attachments such as slings, shackles, trolley etc.
Runway beams and pad eyes should clearly be marked with Working Load Limit,
identification number and a valid certification date.
When using a hook suspended hoist, the top hook should be attached to its support in such
a manner that the support fits freely into the seat of the hook and does not exert any side
thrust upon the point.
For trolley suspension, ensure the trolley is correctly set for the beam width.
Caution: After installation a check should be made to ensure that the hand and load
chains hang freely and are not twisted or knotted. In particular, special care
should be taken with multi‐fall blocks to ensure that the bottom block has
not been turned over between the falls of chain imparting a twist to the
load chain. If this has occurred the bottom block should be turned back
until the twist is removed.
The length of the load chain should be checked to ensure that the bottom hook will reach
the lowest position required without the load chain running fully out. If the load chain is
permitted to run fully out, unacceptable stress may be placed on the slack end anchorage or
end stop, not being a true load bearing component.
21.6 Operating Chain Blocks and Chain Lever Hoists Safely.
All personnel involved in hoisting operations for which chain blocks and chain lever hoists
are used shall be adequately trained and competent for their job. They shall understand the
use of the equipment, adopt safe slinging practices and follow the instructions for the safe
use of the equipment at all times.
Check the load is free to move (not welded or bolted down) before commencing the hoisting
operation and that the landing area has been prepared.
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Check the travel path is clear and that you have a clear view so as to avoid accidental hook
engagement or collision.
Raise the load just clear, and then halt the operation to check the integrity of the hoist and
the slinging method.
When operating hoists, ensure that the hoist operates smoothly and easily and with a
distinctive ratchet “clicking” sound. If it requires excessive force to operate the hoist, stop
hoisting operations and investigate. A hoist should always operate smoothly and easily; it is
designed for one‐man operation.
21.6.1 Always:
 Position the hoist directly above the centre of gravity of the load;
 Ensure the load rigging seats correctly in the bowl of the bottom of the hook and
allows the safety latch to close;
 Ensure the load is correctly balanced;
 Ensure all restrictions have been removed, such as hold‐down bolts etc.
21.6.2 Never:
× Never load the tips of the hook;

× Never use the load chain as a sling, that means never wrap the load chain around items
to be hoisted and hooked back on itself;
× Never travel a load above personnel;
× Never use excessive force on the hand chain or operating lever as this would result in
overloading the hoist;
× Never use an extension pipe on the lever for extra moment.
× Never leave a suspended load unattended without back‐up rigging;
× Never exceed the Working Load Limit;
× Never use a chain lever hoist in a dynamic hoisting application; the changing loading may
cause the hoist to fail or slip.
21.6.3 Use of Multiple Lever Hoists to Share the Load
When using more than one chain block or chain lever hoist, each individual hoist unit should
be rated to a capacity of at least 100% of the load. Any operation involving the
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transfer of the load from one hoist to another should be categorised as “non-routine –
complicated” operations.
Planning and control measures for this category, including defined procedures and drawings
or sketches, need to be in place. If two or more lever hoists are used to share the load during
hoisting operations, careful consideration of the operation is necessary as there is the
potential to overload one of the hoists (beyond the working load limit) or under load one of
the hoists (below 10% of the working load limit).
21.7 Storing, Handling and In-Service Maintenance
 After use, thoroughly clean the hoist; remove any rubbish, which may have become
attached to the chain preservative and check for abnormalities.
 Never return damaged or defective hoists to storage.
 Secure hoisting chain to avoid chain lying on the ground when hoist is hung in rigging
loft.
 Spray load hook and chain with approved lubricant while taking care not to
contaminate brake mechanism.
 Store hoists hung from the suspension hook with the chains raised clear of the
ground.
 Hoists should not be dropped, thrown or dragged across the floor.
 Follow any specific maintenance instructions issued by the supplier but in particular
keep load chains lubricated and free of debris.
 Check the operation of the brake. Brakes must be kept free of oil, grease etc.
 Never replace the load chain with a longer one without consulting the supplier.
 Regularly inspect the hoists and, in the event of the following defects, refer the hoist
to an approved workshop for thorough examination: wear; damage to hooks and
fittings; damage or distortion to slack end stop; chains worn, bent, notched,
stretched, cracked, corroded, do not hang freely, twisted or jump; load slips or will
not hoist; damaged hoist casing; bent or cracked operating lever; illegible markings.
 Never expose hoists to chemicals, particularly acids, without consulting the supplier.
 Never allow oil or grease to come into contact with the brake.
 Consult the supplier if the lever hoist is to be used in areas of high risk, exposed to
the elements, water, steam etc. with hazardous substances, e.g. acids or chemicals,
or subjected to extremes of temperature.
21.8 Pneumatic Hoists.
Should the hoist be air powered, ensure an air service unit (filter, lubricator and regulator) is
fitted to set the air supply at the correct pressure and prevent contamination of the air
motor.
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Function test the hoist through its entire hoisting height and check the operation of the
over‐hoisting limits before starting the actual hoisting operations.
Check the controls and ensure the operating buttons and levers are not sticky and that they
return to neutral on release.
In extreme cold weather conditions a de‐icing agent may be introduced via the lubricator to
prevent the air motor freezing. Check and follow the instructions for the safe use of the
equipment at all times
FORKLIFT TRUCK OPERATORS
The Operational Procedure for lifting and hoisting is configured in such a way, that all
requirements for training and education of personnel involved in lifting and hoisting
operations can be found in one section, we kindly revert to section 9 of the mentioned
Standard.
Basic Forklift Truck Driving Rules
Forklift Trucks shall only be used to lift loads within the capacity range as shown on the load
chart. All loads shall be correctly placed and/or secured on the forks to avoid tipping
forwards or sideways.
Wherever possible, Forklift Trucks shall be driven with the forks in the lowered position and
with the mast slightly tilted back, with care taken to avoid scraping the fork heels on the
ground/deck.
Movement with loads in excessively raised positions is not allowed and shall be avoided to
minimise the danger of toppling, especially on uneven surfaces and while cornering.
Exemptions are to position the Forklift Trucks for an unloading position. Forklift Trucks shall
only be used for loads, which can be carried safely on the forks. Non‐standard, unpackaged
and excessively wide loads shall be avoided wherever possible. In particular, long tubes shall
be carried using appropriate attachments.
Forklift Truck operators shall strictly adhere to the following basic driving rules:
 Do not start or operate the truck from any place other than from the Operators
position;
 Wear seat belts while operating their vehicles, also when cabin doors are closed;
 Keep all parts of the body inside the operator compartment during operations;
 Obey site traffic regulations;
 Driving at a speed appropriate to the existing circumstances (space, load, lighting,
surface conditions, etc.) and at or below posted limits;
 Rapid acceleration, hard braking and sharp cornering which increase the risk of load
tipping shall be avoided;
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 Ensure other personnel are not in the swing radius prior to performing turning
manoeuvres;
 Sound the horn when approaching cross aisles, doorways and other locations where
pedestrians shall step into the path of truck travel;
 Verify sufficient headroom under overhead installations, lights, wiring, pipes,
sprinkler systems etc.;
 Ensure driving on suitable surfaces. Road humps, drains and rough or soft surfaces,
shall be avoided;
 Movement with loads in excessively raised positions shall be avoided to minimise the
danger of toppling, especially on uneven surfaces and while cornering;
 Only moving with a raised load at a creep speed. And only whilst stacking or un‐
stacking;
 Stacking and un‐stacking on inclines shall never be attempted;
 Normal travel is with the forks 100 ‐ 150mm above the ground;
 Looking in the direction they are travelling. Travelling in a direction in which they
have a clear view, or using a trained banksman or guide. So counterbalanced trucks
go backwards if the load obstructs vision (but when going uphill on a slope with a
bulky load, travelling forwards but with help from a guide);
 Never going across sloping ground, only up or down;
 When travelling on a slope when loaded, with the load uphill;
 When travelling on a slope when unloaded, with the forks downhill;
 Never lifting anyone on the forks or on a pallet;
 Never carrying passengers;

Care shall be taken at all times during operations to avoid pedestrians, other vehicles and
hazards within their area of operations. Operators shall only drive in areas where they are
authorised to do so. Forklift Trucks shall only be used in areas where there is enough room
for their safe operation.
Particular care shall be taken to ensure that forklifts used in aisles have enough room to
circulate and manoeuvre either loaded or empty. Sharp bends and overhead obstructions
shall be avoided as far as possible. Special care shall be taken to avoid hazards such as
loading bays, excavations, columns, pipe‐work, racking and other plant. Forklifts shall not be
operated on excessive gradients.
Warning: Primarily, Forklift Trucks are intended for lifting materials and not people.
Operators shall not carry passengers anywhere on the forklift.
Regulations place a duty on employers to select the most suitable work equipment for the
task to be carried out regardless of the duration of the task.
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Warning: Forklift Trucks are never allowed for people to work at height.
22.0 Use of Forklift Attachments
Forklift Truck attachments are available in a very wide variety to extend the reach, clamp a
barrel, act as hoist, lift odd shaped items and mainly consist of specially designed
equipment:
 Hoist and hook attachments;
 Fork Lift Extensions;
 Mounted attachments;
 Boom attachments;
 Fork Truck Platforms;
 Fork Truck Hoppers;
 Drum carriers and rotators; etc.
 However a Forklift Truck is primarily intended for the lifting of loads by means of the
forks instead of hoisting the load.
Caution: Attachments almost always affect rated capacity of the Forklift Truck. When
a Forklift Truck is equipped with an attachment, the rated capacity of the
Forklift Truck‐attachment combination shall be established by the
manufacturer. Capacity, operation, maintenance and instruction plates, tags
and a full user’s manual for the Forklift Truck – attachmen combination shall
be available at all times.
22.1 Forklift Training
All operators of forklift trucks shall be properly trained and supervised. The Asset must keep
records of all training given to individuals, including refresher training. The training and
supervision of lift truck operators should include an appreciation of all the measurers
necessary to ensure the safe use of lift trucks within the workplace.
The training of operators shall include the three stages, including:

1. Basics
2. Specifics
3. Familiarisation
The first two stages of training can be combined and should take place off the job away from
normal operational pressures. Familiarisation training needs to be done on the job under
close supervision.
22.3.1 Basic Training

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This should cover the skills and knowledge required to operate a lift truck safely and
efficiently.
22.3.2 Specific Job Training
This should be tailored to the employer’s needs and should include:

a. Knowledge of the operating principals and controls of the lift truck to be used, including
any handling attachments that will be used. The routine inspection and servicing of the lift
truck in accordance with the operator’s handbook or with instructions issued by the
manufacturer should be covered insofar as they may reasonably be carried out by the
operator.
b. The use of the forklift truck in conditions the operator will meet in the workplace, such as
slopes or confined areas. Instruction should be given on speed limits and safe system of
work designed to prevent accidents.
c. The work to be undertaken, for example, loading and unloading particular kinds of
merchandise.
It is important that basics and specific job training is carried out by a competent instructor
such as an authorised person from a training organisation
22.3.3 Familiarisation Training
This training is given at the workplace under close supervision by someone with appropriate
knowledge and will cover the application of the skills learned to normal working conditions.
22.4 Protecting Pedestrians and Operators
The following controls shall be used to lessen the risk of accidents involving forklift trucks
within the workplace:
 Provide sufficient clear and unambiguous warning signs at strategic locations to
inform people that forklift trucks operate in the area;
 Define, designate and clearly mark pedestrian routes and crossing places.
 Segregated pedestrians from vehicle routes by a physical barrier;
 Installation of audible warning devices on lift trucks – these vary from the simple
manually operated horn to the automatic reversing bleeper;
 Installation of flashing beacons on lift trucks – the use of these devices may be
effective, particularly when lighting is poor or lift trucks operate intermittently;
 Provide high visibility clothing or light coloured overalls to help prevent accidents;
 Exclude non-essential personnel from the area;
 Where appropriate use a banksman;
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 Set and enforce speed limits.
22.5 Parking
When unattended, Forklift Trucks shall be left with the fork arms tilted forward and lowered
to rest on the ground/deck. The engine shall be switched off, the key removed and the hand‐
brake applied.
Keys shall be kept in a secure place and only issued to authorised operators for the duration
of the duty period or task. Forklift Trucks shall never be parked on a slope.
When not in use, forklifts shall be parked in secure or supervised areas, to prevent access, by
unauthorised personnel. When parked they should not block access to fire aisles, stairways,
or fire equipment.
When parking at the end of a shift, make sure the Forklift Truck is tidy, with a clean cabin,
without debris in the mudguards or lifting mechanism and full with LPG or diesel for LPG and
diesel powered trucks.
22.6 Forklift Maintenance and Examination
Forklift trucks shall be maintained and examined as part of the hoisting and lifting
equipment. Examinations shall be carried out by a competent person and a certificate issued
by the examiner detailing that the truck is free from defects that could affect its safe
operation.
Where the examination shows that the truck is unsafe for use, it shall be taken out of service
until the necessary remedial repairs can be carried out.
Appendix B: Lifting and Hoisting Categorisation (OGP)

Routine Lift/Hoist
This classification comprises:
 Routine crane operations
 Repetitive lifting and hoisting operations using the same equipment (e.g. drilling
activities), and
 Routine lifting and hoisting operations with Loose Lifting Accessories
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Category of Lift Documentation/Controls Competent Personnel

Routine Crane Operations
• Gross load is less than 5 tonnes, or • Risk Assessment (generic) • Crane Operator
• Gross load represents less than 50% of the load chart at • Lift Plan (generic) • Banksman and / or
working radius • Job Hazard Analysis Rigger
• Within the normal operating parameters of the crane • Work Permit • Drilling Crew
• Lifting over non-sensitive areas • Toolbox Talk
• Suitable environmental conditions • Safety checklist
• Familiar, competent Crane Operators • 10 questions for a safe lift
• Load has known and evaluated weight, shape and center of
gravity
• Standard rigging arrangements
• Repetitive functions with same equipment and with same
operators (e.g. repeat rig moves)
• Routine repetitive lifting operations using the same equipment • Risk Assessment (generic) • Drilling crew
(e.g. drilling or construction crews) • Lift Plan (generic) • Construction crew
• Load has pre-determined weight, shape and center of gravity • Job Hazard Analysis
• Single function or series of functions repeated manually or • Work Permit
automatically
• Toolbox Talk
• Order or function repeated
• Safety checklist
• Same equipment
• 10 questions for a safe lift
• Same operators
Routine Lifting/hoisting Operations with Loose Lifting • Risk Assessment (generic) • Maintenance
Equipment technicians
• Lift Plan (prepared by competent
• Equipment used at the same location rigger) • Drilling crews
• Same equipment • Job Hazard Analysis
• Stable, known environment • Work Permit
• Familiar, competent equipment operators • Toolbox Talk
• Load has known and evaluated weight, shape and centre of • Safety checklist
gravity
• 10 questions for a safe lift
Non-Routine Lifts/Hoists
Non-routine lifting and hoisting operations can be further sub-divided to reflect increasing
risk:
 Simple lifting and hoisting operations using Loose Lifting Accessories
 Complicated lifting and hoisting operations e.g. tandem lifting
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Category of Documentation/Controls Competent Personne

Lift
Non-Routine – Simple
• Gross load is less than 25 tonnes, or • Risk assessment • Maintenanc
• Gross load is greater than 50%, but less than 75% of the • Lift Plan (prepared by e
load chart at working radius competent rigger) Technicians
• Equipment specifically installed by a competent operator • Job Hazard Analysis • Riggers
• Load has known and evaluated weight • Work Permit
• Centre of gravity below the lifting point • Safety checklist
• Use of a certified lifting point directly above the load • Toolbox Talk
• Ample headroom • 10 questions for a safe lift
• Outwith sensitive, difficult or restricted areas
• Single lifting appliance
• Unlikely to be affected by changing environmental conditions
• Experienced and competent Lifting Appliance Operator
• Suitable laydown area available
Non-Routine – Complicated
• Gross load is greater than 25 tonnes, or • Risk assessment • Crane Operator
• Gross load represents more than 75% of the load chart at • Specific Lift Plan • Banksman
working radius, or
• Job Safety Analysis • Rigger
• Gross load is greater than 30 tonnes and is also greater than
80% of the manufacturer’s load chart • Work Permit
• Continuation of a lifting operation with different equipment (due • Safety checklist
to malfunction, inadequacy or unsuitability) • Toolbox Talk
• Use of two or more Lifting Appliances (tandem lifting) • 10 questions for a safe lift
• Within sensitive, difficult or restricted areas
• Lifts from one offshore vessel to another
Non-Routine – Complex / Critical / Heavy Lift
• Continuation of a lifting operation with different personnel; • Formal work pack with method • Crane Operator
for example, shift changeover statement, including • Banksman
• Lifting of personnel, including drill floor Man Riding operations calculations
• Rigger
• Over or in sensitive areas – active or energized hydrocarbon- • Lift Plan (prepared and
containing process equipment, near overhead electrical power reviewed by a qualified
lines engineer)
• Use of two or more cranes (tandem lifting) • Risk assessment
• Transferring the load from one lifting appliance to another • Job Hazard Analysis
• In environmental conditions likely to affect equipment • Work Permit
performance • Safety checklist
• Operator under training • Toolbox Talk
• Load with unknown / difficult to estimate weight and/or centre • 10 questions for a safe lift
of gravity
• Load is special and / expensive whose loss would have a
serious impact on production operations
• Mobile crane on untested / uneven ground, on moving
location, offshore installation vessel of barg
• Non-standard rigging arrangements
• Load lowered into or lifted from confined space
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Appendix C: Responsibilities and Competence Table (OGP)
Role General Competence Requirements

A designated individual that conforms to a minimum physical condition, level of competence, and has a documented
trail issued by an accepted and recognised authority, satisfying legal and company requirements and demonstrating
the aforementioned and is deemed qualified to perform safe lifting / rigging operations
All Roles Qualified personnel must have successfully attended a specific training course that meets the requirements of
national standards and must be trained on the specific equipment type
Where there is no national standard qualification and competence / skill requirements one of the accepted codes
shall be used to develop the company lifting and hoisting competence requirements
Role Responsibilities /
Tasks
Crane Operator –  To be responsible for the crane operations under Personnel shall be re-certified at intervals not
Overhead Cranes his/her control greater than every five (5) years
Crane Operator –  To perform crane inspections with the exception of Personnel shall be re-certified at intervals not
Mobile Cranes the initial, quarterly and annual inspections greater than every five (5) years
Crane Operators –  To duly complete all required crane operation logs, Personnel shall be re-certified at intervals not
Pedestal Cranes pre- use inspection procedures and checks greater than every four (4) years
 Perform pre-use check to demonstrate operational A designated individual that conforms to a minimum
readiness of the unit physical condition, level of competence, and has a
documented trail issued by an accepted and
 Ensure the equipment is within inspection and testing
recognised authority, satisfying legal requirements
intervals by examination of the periodic re-certification
and demonstrating the aforementioned and is
Powered tags and or documentation
deemed qualified to perform safe forklift operations
Industrial Truck  Adhere to all tags on the controls
Personnel shall be re-certified at intervals not greater
(Forklifts)  Drive at speeds appropriate for the existing conditions than every five (5) years
Operator (space, load, lighting, surface conditions etc.) and at or
The training syllabus for Powered Industrial Truck
below posted limits
Operations must comprise a major element of
 Ensure other personnel are not in the swing radius prior practical instruction / examination in addition to the
to performing turning manoeuvres written examination
A designated individual who:
 Coordinates the lifting movements and maintains radio
and or visual communications with Crane Operator and
Banksman persons close to the load
 Participates in JSA / Risk Assessment for the lift
 Should not get involved as Rigger or handling the
load when also performing the role of banksman Has successfully completed training programme(s)
that are appropriate to the lifts they are involved with
A designated individual who:
that incorporates familiarisation with rigging / lifting
 Shall inspect the rigging equipment hardware, slings, communication (including hand
Rigger (Cranes)
 May contribute to selecting rigging to suit the load signals and radio) and safety issues associated with
rigging and lifting loads and planning of lifting
 Connects / disconnects the load and participates in JSA
operations
/ Risk Assessment for the lift
A designated individual who for portable lifting equipment:
 Inspects the rigging / lifting equipment , selects the
Rigger (Portable
rigging / lifting equipment to suit the load, installs the
Lifting Equipment)
equipment
 Connects / disconnects the load and participates in JSA /
Risk Assessment for the lift
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A designated individual who drives and operates aerial Has successfully completed training programme(s)
platforms (e.g. cherry pickers, scissor platforms etc.): that:
 To duly complete all required operations logs, pre-use
inspection procedures and checks • Are appropriate to the lifts involved
 Performs a pre-operational check to demonstrate • Incorporate(s) familiarisation with
equipment and:
Mobile Aerial operational readiness
Platform Operator - Mobile aerial platform safety
 Assesses the stability of the ground and environmental
conditions to ensure they are within limits of the - Working at heights
operating procedures/parameters, and tests - Fall protection
communications systems - Pre-operational checks
 Verifies that the personnel being lifted wear the required - Operating requirements
PPE for the lift
Appointed by the Faities/ Site Manager as designated

individual who is responsible:
 For coordinating and control of the lifting operations,
including ensuring that involved people are competent for
performing their task, aware of the task, aware of the Skilled in the application of the legal and company
Person in Charge procedures to be followed, and aware of their requirements relevant to the planning and execution of
(PIC) of the lifts responsibilities lifts they are involved with
 Ensure that the Lifting Equipment is inspected and
appropriate for use
 That the JSA is followed and the Toolbox Meeting is held
prior to use
Maintenance of Lifting Equipment shall be carried out
by suitably qualified and competent personnel with
adequate knowledge in the following areas:
 Awareness of the relevant standards and
A designated individual who is responsible for performing regulations and site specific requirements and
Lifting Equipment maintenance of Lifting Equipment to ensure its technical procedures
Maintenance integrity in accordance with legal and company maintenance  Maintenance requirements on all types of Lifting
requirements Equipment
 Detailed inspection requirements for all Lifting
Equipment
 Discard criteria and disposal processes for failed
equipment
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Appendix D: Checklist for Using Suspended People Carrier

TO BE USED DURING PERFORMANCE OF SUSSPENDED CARRIER OPERATIONS
Faity/Site : Date:
Location of Operation :
Reason for Use :
Appliance Type : PTW No. :

Name of Operator : Employed by :
Owner of Carrier : Carrier No. :
Yes No
1 Is certification of the work carrier, slings, fastenings present?
2 2 throwing lines approximately 25 metres present? (Optional)
3 2 steering lines approximately 50 metres present? (Optional)
4 Communication method established?
5 1 items escape mask per person present? (Optional)
6 1 items harness belt with short line per person present?
7 2 items fire extinguishers present? (Hot work only)
8 Pre-use inspection: is suspended carrier in good condition?
9 Only work at height? (without getting out of carrier)
10 Cane not more that 25% of working load? (50% for offshore crane)
11 Carrier correctly secured? (secured against undesired weight loss)
12 Cable on winch correctly secured?
13 Hoisting cable on block correctly secured?
14 Hook on block correctly secured?
15 Master link of 4 legged sling correctly secured in hook? (secured against undesired weight loss)
16 4-legged sling correctly secured to carrier?
17 Safety harness belts are worn and secured?
18 Wind speed not greater than 6 Beaufort?
19 Entering/leaving to take place only on firm surface?
Use of a suspended carrier without this obligatory inventory and check list is not allowed.
Operator Name : Signature:
Supervisors Name : Signature:
Occupant Name : Signature:
Comments :
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VEDANTA LIMITED

Cairn Oil & Gas

SULPHATE REMOVAL PLANT

Doc No: G225IEX-SRP-R-PRO-5004

OWNER’S CONSULTANT & PMC

TRACTEBEL ENGINEERING PVT. LTD.

ION EXCHANGE INDIA LIMITED

A2 20-07-2019 Issued for Review & Comment CR TA SK

PROCEDURE For Lifting & Hoisting

PROCEDURE For Lifting & Hoisting

PROCEDURE For Lifting & Hoisting

11.2 Permit Requirements………………………………………………………………………….22

PROCEDURE For Lifting & Hoisting

17.2 Safety Considerations………………………………………………………………………..45

PROCEDURE For Lifting & Hoisting

PROCEDURE For Lifting & Hoisting

4.1 Installation/Terminal/Site Managers

4.2 Appointed Person - Person-In-Charge (PIC)

The Appointed Person i.e. Person-In-Charge (PIC) is defined as a specifically identified

PROCEDURE For Lifting & Hoisting

4.3 Lifting & Hoisting Supervisor

4.4 Lifting & Hoisting Team

PROCEDURE For Lifting & Hoisting

Operating the lifting and hoisting appliance.

Normal working, surrounding and weather conditions.

4.5 Appliance Operator

PROCEDURE For Lifting & Hoisting

The Contractor shall be responsible for:

 Maintaining a register of competent persons who are authorised to use lifting

PROCEDURE For Lifting & Hoisting

 Matching lifting hoisting requirements of the equipment to be installed to the lifting

4.9 Lifting Equipment Inspector

4.10 All Personnel

Involved in lifting operations are responsible for:

adequate means of lifting and hoisting shall be reported to a supervisor;

6.0 COMPETENCE AND TRAINING

PROCEDURE For Lifting & Hoisting

7.0 General Requirements

7.1 Training Records

A written record of training shall be maintained on site. Certification implies verification of

8.0 PERSONAL PROTECTIVE EQUIPMENT (PPE)

PROCEDURE For Lifting & Hoisting

Note: Recommendation as good practice: participants in lifting and hoisting

9.1 General Requirements

9.2 Define the Lifting and Hoisting Operations.

9.2.1 Identify the Lifting and Hoisting Operations.

PROCEDURE For Lifting & Hoisting

9.2.2 Determine the Scope of Work.

9.3 Categorisation of Lifting & Hoisting Operations

PROCEDURE For Lifting & Hoisting

PROCEDURE For Lifting & Hoisting

LIFTING AND HOISTING OPERATION PLANNING Plan No.

CATEGORISATION OF LIFTING AND HOISTING OPERATION:

Sketch: Drawing Number: Drawing Number: Drawing Number:

JSA(Generic): JSA No.: JSA No.: JSA No.

Lifting and Hoisting Equipment to be used (Specify Type, SWL etc.):

PROCEDURE For Lifting & Hoisting

NAME: SIGNATURE: DATE:

9.4 Technical Support.

9.5 Planning the Lifting and Hoisting Operations.

 Identification of hazards and restricted areas;

 Selection of competent personnel and specification of the minimum number of

 Selection of lifting and hoisting equipment;

 Communication on working area and external surrounding factors and hazards;

Lifting & Hoisting

Lifting & Hoisting