ES&H Manual



6145 Material Handling Equipment –

Forklifts and Attachments



1.0            Purpose


Powered industrial trucks (forklifts) and associated attachments are considered material handling equipment by Jefferson Lab and are subject to the requirements of ES&H Manual Chapter 6140 Material Handling Equipment Program and its associated appendices. This document defines Jefferson Lab’s additional requirements related to forklifts and attachments.


Jefferson Lab bases this forklift program on  29 CFR 1910.178 “Powered Industrial Trucks” and American National Standards Institute (ANSI)/ITSDF B56.1 – 2013 Safety Standard for Low Lift and High Lift Trucks.


2.0            Scope


This program defines requirements specific to forklifts, associated forklift attachments, and qualified operators. The requirements and procedures outlined in ES&H Manual Chapter 6140 Material Handling Equipment Program are to be followed for all material handling equipment. 


The movement of hazardous waste using a forklift and/or attachment must be accomplished under the supervision of the Jefferson Lab Hazardous Waste Coordinator (HWC).


Table 1: Required Material Handling Training by Job Classification

Training Course

Qualified Forklift Operator

Qualified Forklift Attachment Users

Forklift/truck Operator, Inspection and Testing


Refresher SAF502(A)



Forklift Attachment Training




Medical Monitoring for Hazardous Work




* Per ES&H Manual Chapter  6800 Appendix T1 Medical Monitoring


3.0            Responsibilities

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


See ES&H Manual Chapter 6140 Material Handling Equipment Program for overall material handling equipment program responsibilities.


3.1       Qualified Operator – includes anyone (staff, users, service and construction subcontractors) using a forklift on behalf of Jefferson Lab:

·         Possess a valid State Motor Vehicle Driver’s License and carry it while operating the forklift.

·         Maintain general training (SAF502 Forklift/Forktruck Operator Training or equivalent).

·         Inspect the forklift before each use in accordance with the forklift manufacturer’s operators manual and ES&H Manual Chapter 6145 Appendix T3 Inspection and Maintenance Requirements – Forklifts and Attachments.


3.1.1        Qualified Operators (Jefferson Lab Employees) also:

·         Report forklift damage or malfunctions to the Material Handling Manager (MHM).

·         When using a forklift at another facility to conduct Jefferson Lab business:

o   Review the facilities forklift policies and procedures.

o   Follow the more stringent safety procedures.


3.2              Material Handling Manager (MHM)

·         Provides oversight of operator training and forklift attachment adequacy.


3.3              Subcontracting Officer Technical Representative (SOTR)

·         Monitor subcontractor’s work to ensure compliance with Jefferson Lab requirements.

o   Inform subcontractors that forklifts and attachments are to be inspected by the MHM upon arrival at Jefferson Lab.

o   Notify the MHM when subcontractor is scheduled to bring forklift equipment on site and coordinate inspections.

o   Notify the MHM and coordinate critical lifts.

o   Provide the MHM with subcontractor’s operators training and qualification records in accordance with ES&H Manual Chapter 6140 Material Handling Equipment Program and ES&H Manual Chapter 6145 Appendix T1 Training Requirements – Forklift Operator and Attachments.

o   Monitor the performance of subcontractor employees forklift operations and notify MHM of any concerns.

·         Coordinates with MHM on access restricted construction sites to ensure the requirements of the referenced standards are satisfied.

o   The MHM must acknowledge, in writing, that the evaluated knowledge and capabilities of the SOTR and project support staff are adequate along with providing the level of responsibility to be assumed.


4.0            Technical Appendices


4.1              Training and Qualification Requirements for Qualified Forklift Operators and Attachments

Qualified forklift operators at Jefferson Lab are approved by their supervisor/SOTR and trained and/or approved by the MHM in the proper operation or equipment type.  ES&H Manual Chapter 6145 Appendix T1 Training Requirements – Forklift Operators and Attachments provides the training requirements of Jefferson Lab in order to be considered a qualified forklift operators and for use of forklift attachments.


4.2              Procurement, Lease, and Receipt Inspection for Forklift Equipment and Attachments:

Requirements for the procurement, lease, and receipt inspection of of forklifts and/or related subcontracted services, over and above those for material handling equipment, are provided in ES&H Manual Chapter 6415 Appendix T2 Procurement Requirements – Forklifts and Attachments.


4.3              Inspection and Maintenance Requirements

Jefferson Lab ensures that industry standard periodic inspections and maintenance of forklifts and attachments, used on its behalf, are accomplished and documented.  ES&H Manual Chapter 6145 Appendix T3 Inspection and Maintenance of Forklifts and Attachments provides these minimum requirements.


4.4              General Safety Requirements for the Use of Forklifts:

Requirements for the safe operations of forklifts on behalf of Jefferson Lab are provided for in ES&H Manual Chapter 6145 Appendix T4 Use of Forklifts.


4.5              Safety Requirements for the Use of Forklift Attachments:

Use of forklift attachments is restricted[1] at Jefferson Lab. Qualified forklift operators are required to obtain additional “Forklift Attachment” training prior to use of this equipment. Descriptions, hazards, and inspection requirements are provided in ES&H Manual Chapter 6145 Appendix T5 Use of Forklift Attachments and Lifting Devices. 


5.0            References


·        29 CFR 1910.178 Powered Industrial Trucks

·        29 CFR 1910.176 Handling Materials – General

·        ANSI B56.1 Powered Industrial Trucks

·        DOE Standard 1090-2007; Hoisting and Rigging Standard – Chapter 10 Forklift Trucks

·        ES&H Manual Chapter 6145 Appendix T1 Use of Forklifts

·        ES&H Manual Chapter 6145 Appendix T2 Forklift Attachments – Use and Inspection

·        ES&H Manual Chapter 6145 Appendix T3 Requisition Procedure for Forklifts


6.0            Revision History


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

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.

Revision 1.2 – 06/03/15 – Periodic Review; updated DOE Standard 1090 link

Revision 1.1 – 05/20/14 – Added Required Safety Training Table

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











ESH&Q 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.

[1] See ES&H Manual Chapter 6140 Appendix T4 Access Restriction to Material Handling Equipment.