ES&H Manual



6140 Appendix T2

Procurement of Material Handling Equipment



1.0            Purpose


Jefferson Lab requires that material handling equipment procurements, leases, and related repair and maintenance services follow the requirement provided in this document. Relevant items include:


·         Forklifts

·         Aerial Work Platforms

·         Attachments

·         Rigging hardware and below-the-hook lifting devices,

·         Cranes

·         Leased equipment

·         Hoists

·         Subcontracted services


2.0            Scope


The process steps listed below apply to material handling equipment or services, purchased, leased, used by, or on behalf of Jefferson Lab.


NOTE: P-Cards are not permitted to be used for material handling equipment purchases without approval of the Material Handling Manager (MHM) and the P-Card Administrator.


Process steps 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 JLab employee at the discretion of the responsible manager.


3.1              Requisitioner/Subcontracting Officer’s Technical Representative (SOTR)

·         Implement Jefferson Lab’s requirements and standards as listed within this procedure.


3.2              Procurement Department

·         Ensure compliance with DOE-STD 1090-2007 Appendix A Procurement Guidelines prior to purchasing material handling equipment.

·         Ensure material handling equipment safety requirements are included in subcontract document when material handling equipment is identified (use of Account Code 043-028).

·         Ensure the MHM has approved purchase requisitions for material handling equipment and its associated equipment.


3.3              Material Handling Manager (MHM)

·         Performs duties as defined within the Process Steps.


4.0            Process Steps


Step 1:             Purchase Requisition

·         Use Jefferson Lab’s approved requisitioning system.

·         Use Account Code 043-028 – “Material Handling Supplies and Equipment” to purchase material handling equipment, supplies, attachments, or maintenance services. 


Step 2:             Purchase Specifications

·         See ES&H Manual Chapter 6141 Appendix T2 Procurement Requirements Relating to Overhead & Mobile Cranes, Hoists, and Rigging for procurements relating to rigging, cranes and hoists.

·         See ES&H Manual Chapter 6145 Appendix T2 Procurement Requirements – Forklifts and Attachments for procurements relating to forklifts and attachments.

·         See ES&H Manual Chapter 6147 Appendix T2 Procurement Requirements – Aerial Lift Platforms for procurements relating to aerial lift platforms.

·         If subcontract employees will be processed through the Jefferson Lab Employee Job Task Analysis (EJTA) Process, it is required that they receive medical monitoring prior to commencement of work. Refer to ES&H Manual Chapter 6800 Appendix T5 Subcontract Employee Medical Monitoring for the requirements of this monitoring program.


Step 3:             Receipt

·         Requisitioner/SOTR ensures that the MHM is notified when new, leased, or subcontractor-provided material handling equipment, attachments, or below-the-hook lifting devices arrive on-site, in accordance with Jefferson Lab’s Receiving Inspection and Acceptance Testing Procedure.


Step 4:             Inspection

·         MHM ensures the equipment complies with the requirements of referenced standards of Occupational Safety and Health Administration (OSHA) and American National Standards Institute (ANSI). 


Step 5:             Acceptance (if equipment complies with requirements):

·         MHM informs the Requisitioner or designated owner.

·         The MHM ensures access is appropriately restricted in accordance with ES&H Manual Chapter 6140 Appendix T4 Access Restrictions to Material Handling Equipment.

·         The MHM establishes appropriate training requirements and ensures training is performed in accordance with ES&H Manual Chapter 6140 Appendix T1 Training Requirements for Material Handling Equipment.




Non-Acceptance (if equipment that does not comply with requirements):

·         MHM tags and quarantines the equipment to prevent inadvertent use in accordance with the Control of Non-Conforming Material or Products Procedure. 

·         The tag remains in place until the equipment is removed from site or brought into compliance and accepted by the MHM.


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.

Periodic Review – 12/04/14 – No changes

Revision 1.1 – 11/10/10 – Updated to include aerial work platform requirements

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 2/16/2018.