ES&H Manual



6141 Appendix T1

Training Requirements –

Overhead Crane/Hoist Operators, Rigger, and Signal Person



1.0            Purpose


Qualified crane/hoist operators at Jefferson Lab are approved by their Supervisor/Subcontracting Officer’s Technical Representative (SOTR) and trained and/or approved by the Material Handling Manager (MHM) on the proper equipment type and operation. This appendix provides the training required by Jefferson Lab in order to be considered a qualified crane operator, rigger, or signal person.


Jefferson Lab’s crane operators are trained to self-rig their loads.


Training is developed in accordance with DOE-STD 1090-2011 Section 5 Personnel Qualifications and 29 CFR 1926, Subpart CC.


2.0            Scope


Jefferson Lab does not train service subcontractors to operate overhead cranes. 


Material handling subcontractors, crane and rigging subcontractors, and construction subcontractors may use Jefferson Lab’s, or subcontractor provided, manually and electrically operated hoists on a job-by-job basis with prior approval from the MHM. The MHM reviews and evaluates individual’s previous experience, applicability of equipment, and currency-of-training prior to authorizing equipment use. A Material Handling Lift Plan is used to document the planned lift.


The process steps in this procedure are performed in coordination with ES&H Manual Chapter 6140 Material Handling Equipment Program and ES&H Manual 6141 Material Handling Equipment – Rigging, Cranes, and Hoists.


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 Crane Operators, Riggers, and Signal Persons

·         Approved by their supervisor/SOTR and the MHM. Equivalence training requests are provided to the MHM for review and approval (see Section 4.3 Equivalency Training).

·         Retain current and complete required training.

·         Rig and operate cranes and hoists in accordance with DOE-STD 1090-2011.

·         Have knowledge of the requirements contained in 29 CFR 1926.251 Rigging Equipment for Material Handling and the crane manufacturer requirements and recommendations provided in the crane’s operator manual.

·         Directly supervise operator-in-training personnel when they rig, operate, and inspect cranes and hoists.


3.2              Qualified Wire Rope Inspectors

·         Approved by their supervisor/SOTR and the MHM. 

·         Complete a wire rope inspection training program approved by the Material Handling Manager (MHM) and based on Crane Manufacturers Association of America, Inc. (CMAA) guidelines.


4.0            Training Requirements


4.1              General Qualification

·         Minimum age 18 years old.

·         Understand spoken and written English. 


4.2              Jefferson Lab’s Overhead Crane Operator Qualification (SAF403) Training – Every Five Years

·         Classroom training followed by a practical skills exam conducted in the field using a crane. SAF403 includes journeyman level rigger training and signal person training. 

·         SAF403 retraining required every 5 years.

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

·         Employees who have no previous experience with overhead crane operations are permitted to operate certain overhead cranes as an “operator-in-training” after receiving sufficient training prior to operating the equipment under limitations established by the MHM. An operator-in-training must be approved by the MHM and under the direct supervision of a “qualified operator” within their workgroup. The operator-in-training may perform limited operations to gain skill in crane operations prior to completion of SAF403 Overhead Crane Operator Qualification. Contact the MHM to establish operator-in-training program requirements for an inexperienced employee on a case by case basis.


NOTE: Any instance of unsafe operation, an accident, or a near-miss incident results in disqualification of the qualified operator’s privilege to operate cranes and hoists until retraining is accomplished.


4.3              Equivalent Training for Employees

·         At the discretion of the MHM, previous overhead crane operator training may be accepted 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.

·         At the discretion of the MHM, an existing operator’s access to additional types of cranes and hoists can be expanded upon successful completion of additional training in elements that differ from the types of equipment on which the operator was previously trained.

·         Equivalent Crane Operator Certification or Qualification training may be accepted if received within the last five years from a combination of the following organization standards:

o   An organization that has been reviewed and approved by the International Association for Continuing Education and Training (IACET), 1620 I Street NW Suite 615; Washington, DC 20006

o   The National Commission for the Certification of Crane Operators (NCCCO)

o   OSHA recognized certification body

o   A recognized state licensing agency


4.4              Acceptable Training for Subcontractor Employees

·         Crane Operators, Riggers, and Signal Persons must present evidence of training that satisfies the requirements of:

o   29 CFR 1926.1427 for Crane Operator Qualification and Certification

o   29 CFR 1926.1428 Signal Person Qualification

o   29 CFR 1926.1401 definition of a Qualified Person must be met as the acceptance criteria for a Qualified Rigger


4.5              Wire Rope Inspector Training

·         Completed a wire rope inspection training program based on the Crane Manufacturers Association of America, Inc. (CMAA) guidance and approved by the MHM.


4.6              Master Rigger Training

·         Be a Qualified Crane Operator.

·         Be approved by their supervisor for additional training.

·         Successfully complete SAF 403 Overhead Crane Operator Qualification. 

·         Advanced Rigger Training is provided only to individuals as required for operations.


5.0            References


The following table describes the loads and requirements for each category of Rigger at Jefferson Lab:


Table 1: Minimum Required Training For Load Rigging




SAF 403


Crane Operator

SAF 702J


Journeyman Rigger

(Note 1)

SAF 702M


Master Rigger

(Note 1)


Loads with pre-engineered lifting points above the load’s CG and all lift points located on a level plane and the CG is in the center of the load (Example: Line 1)





Homogeneous density loads that can be rigged with two or more choker hitches and the CG is in the center of the load (Example: Line 2)





Repetitive production lifts accomplished using a SOP with all rigging components specified in the SOP





Irregular shaped loads of homogeneous density material with the CG located on an easily recognizable axis (Example: Line 4)





Loads rigged with swivel hoist rings, turnbuckles, eyebolts rigging blocks and below –the-hook lifting devices (see Note 2)





Irregular shaped loads involving materials of different densities (Example: Line 6)





Loads containing multiple CG’s (Example: Line 7)





Loads with lifting points not located on the same level plane (Example: Line 8)





Load turning and two crane lifts





Winch and block systems





Critical Lift




ITI – Industrial Training International www.wrrc.com

CG – Center of Gravity

SOP – Standard Operating Procedure

Note 1 – Equivalent rigging training will be acceptable if received within the last 6 years from an organization that has been reviewed and approved as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 1620 I Street NW Suite 615; Washington, DC 20006.

Note 2 – Where specified in an SOP or components of a pre-engineered lifting fixture, these items may be used by a Crane Operator without advanced rigger training.


Examples of Loads:


Line 1Shield blocks and Vertical Test Stands

Line 2 – “I” beams, pipe lengths, hacks of lumber banded together, bundles of conduit… Pipe or structural steel assemblies in a “T” shape or “H” configuration, or similar shapes with symmetry and that will lay flat on the ground.

Line 4 – Pipe or structural steel assemblies in an “F” shape or “L” configuration or similar shapes not having a vertical plane of symmetry.

Line 6 – Tanks partially filled with liquids, shipping containers

Line 7 – Equipment skids with pieces of machinery or process equipment attached.

Line 8 – Irregular shaped assemblies with portions located in multiple planes, the assembly will not lay flat on the ground. Loads shaped like stair steps.


6.0            Revision Summary


Revision 1.5 – 01/24/18 – Updated TPOC from B.Sperlazza to M.Loewus

Revision 1.4 – 02/09/17 – Updated TPOC from D.Kausch to B.Sperlazza per B.Sperlazza; updated re-qualification frequency from 3 years to 5 years; corrected conflicting terminology relating to SAF403 by using “Qualification” in lieu of “Certification”

Revision 1.3 – 12/17/15 – Eliminated two positions previously identified as the MHSR and the MHER, the responsibilities of these positions are now performed by the MHM; eliminated a 2,000# exception that was previously contained in the Scope paragraph

Revision 1.2 – 12/04/14 – Periodic Review; minor edits with no substantive changes

Revision 1.1 – 09/04/12 – Updated to incorporate the OSHA personnel certification and qualification requirements specified in 29 CFR 1926 Subpart CC

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.