ES&H Manual



6140 Appendix T1

Training Requirements for Material Handling Equipment



1.0            Purpose


Jefferson Lab requires qualified material handling operators to be approved by their Supervisor/Subcontracting Officer’s Technical Representative (SOTR)/Sponsor. Training consists of classroom plus practical exercises in the proper operation of the machines and associated equipment and must be further approved by the Material Handling Manager (MHM). Qualified operators are authorized to access material handling equipment through the use of engineered and/or administrative controls (key box and group leaders). 


2.0            Scope


Material handling subcontractors; crane and rigging subcontractors; and construction subcontractors are to be approved by the MHM to operate Jefferson Lab’s material handling equipment, prior to commencement of work, on a job-by-job basis. Previous experience, applicability of equipment, and currency of training are reviewed prior to authorizing a subcontractor to use Jefferson Lab material handling equipment.


Service subcontractors are not authorized or trained by Jefferson Lab to operate overhead cranes; but may be trained and authorized to use Jefferson Lab forklift(s) with the approval of their SOTR and the MHM. 


Users may be trained and authorized to use Jefferson Lab’s material handling equipment with the approval of their sponsor and the MHM. Actual use of the equipment is strictly monitored and enforced by the area/group leader.


Additional training and requirements for the use of mobile or overhead cranes and hoists on behalf of Jefferson Lab is provided in ES&H Manual 6141 Appendix T1 Training Requirements – Overhead Crane/Hoist Operators and Rigging.


Additional training requirements for specific types of equipment are defined within ES&H Manual Chapter Appendices:

·         6141 Appendix T1 Training Requirements – Overhead Crane/Hoist Operators and Rigging

·         6145 Appendix T1 Training Requirements – Forklift Operators and Attachments

·         6147 Appendix T1 Training Requirements – Aerial Work Platforms


Training requirements are performed in coordination with ES&H Manual Chapter 6140 Material Handling Equipment Program.


3.0            Responsibilities

NOTE:           Management authority may be delegated to a task qualified Jefferson Lab employee at the discretion of the responsible manager.


3.1              Qualified Material Handling Equipment Operators

·         Obtain approval from your supervisor/SOTR/Sponsor and the MHM prior to training. Request an equivalency training determination from the MHM if appropriate.

·         Receive and maintain current training and medical monitoring requirements.

·         Have knowledge of the requirements and recommendations contained in the equipment manufacturer’s operator manual.


3.2              Supervisor/Subcontracting Officer’s Technical Representative (SOTR)/Sponsor

·         Acknowledge, by including in the individual’s Skills Requirements List (SRL), a job related need to operate specific material handling equipment:

o   SAF403 Overhead Crane Operator Certification Training

o   SAF502 Forklift/Forktruck Operator, Inspection and Testing Training and/or SAF 502B Forklift Attachment Training

o   SAF 302 Aerial Work Platform Training

·         Ensure that material handling operators’ training and medical certification are current prior to assigning work.


3.3              Material Handling Manager (MHM)

·         Oversee the material handling equipment training program.

·         Authorize and approve on-site and off-site training sources.

·         Maintain listing of Qualified Operators and the equipment they are authorized to use.


4.0            Training Requirements


4.1              General

·         Be at least 18 years old.

·         Understand spoken and written English. 


4.2              Successful Completion of Training Course(s) (as needed)

·         SAF403 Overhead Crane Operator Qualification Training

·         SAF502 Forklift/Forktruck Operator, Inspection and Testing Training

·         SAF502B Forklift Attachment (as needed)

·         SAF302 Aerial Work Platform


4.3              Medical Monitoring

·         Medical Monitoring for Hazardous Work – MED01. Refer to ES&H Manual Chapter 6800 Occupational Medicine.


4.4              Equivalent Training for Employees

·         The MHM may, at his/her discretion, accept previous material handling equipment training if the following statements are true:

o   Previous training satisfies Jefferson Lab’s requirements.

o   Sufficient knowledge and skill is demonstrated in the performance of the required duties.

·         The MHM may also, at his/her discretion; expand an existing operator’s access to additional types of equipment upon successful completion of training in elements that differ from the types of equipment on which the operator was previously trained.


5.0            Revision Summary


Revision 1.4 – 01/24/18 – Updated TPOC from B.Sperlazza to M.Loewus

Revision 1.3 – 02/09/17 – Updated TPOC from D.Kausch to B.Sperlazza per B.Sperlazza

Revision 1.2 – 12/18/15 – Eliminated two positions previously identified as the MHSR and the MHER, the responsibilities of these positions are now performed by the MHM; retitled SAF403 Overhead Crane Operator training to ‘Qualification’ in lieu of ‘Certification’. 

Periodic Review – 12/04/14 – No changes

Revision 1.1 – 11/10/10 – It was recognized that under certain circumstances Users may need to use material handling equipment. Appendix was updated to allow Users to receive training.

Revision 1.0 – 04/12/10 – Updated to reflect current laboratory operations












ES&H Division

Mark Loewus





This document is controlled as an on line file.  It may be printed but the print copy is not a controlled document.  It is the user’s responsibility to ensure that the document is the same revision as the current on line file.  This copy was printed on 1/29/2018.