ES&H Manual



6145 Appendix T1

Training Requirements – Forklift Operators and Forklift Attachment Use



1.0            Purpose


Qualified forklift operators at Jefferson Lab are approved by their supervisor/Subcontracting Officer’s Technical Representative (SOTR) and trained and/or approved by the Material Handling Safety Representative (MHSR) in the proper operation or equipment type. This appendix provides the training requirements of Jefferson Lab in order to be considered a qualified forklift operator and for use of forklift attachments.


Training is based on Occupational Safety and Health Administration (OSHA) requirements.


2.0            Scope


Employees and service subcontractors are trained by Jefferson Lab to operate forklifts on behalf of Jefferson Lab. 


Material handling subcontractors; crane and rigging subcontractors; and construction subcontractors are approved by the MHSR prior to operating forklifts on behalf of Jefferson Lab on a job-by-job basis. Previous experience, applicability of equipment, and currency of training are reviewed prior to authorizing a subcontractor to use forklifts on behalf of Jefferson Lab.


This document is performed in coordination with ES&H Manual Chapter 6140 Material Handling Equipment Program and ES&H Manual 6145 Material Handling Equipment – Forklifts and Attachments.


3.0            Responsibilities

NOTE:           Management authority may be delegated 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 Operators

·         Complete and retain current required training.


4.0            Training Requirements


4.1              General Qualification

·         Be at least 18 years old.

·         Understand spoken and written English. 

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


4.2              Forklift Training - Every Three Years

·         Initial Training – SAF502 Forklift/Forktruck Operator, Inspection and Testing Training – Administered in a classroom setting followed by a practical skills exam conducted in the field using the forklift that the worker will be using to accomplish work assignments.

·         Medical Monitoring (ES&H Manual Chapter 6800 Occupational Medicine)

·         Refresher Training – Every Three Years

SAF 502A is an interactive internet accessed training. It includes an evaluation component to verify comprehension. Following the successful completion of the training the forklift operator demonstrates practical ability prior to receiving recertification credit.

·         Contact the Jefferson Lab Training Manager to obtain guidance and a password for the interactive internet training

·         Contact the MHSR to schedule a practical demonstration.


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


4.3              Equivalent Training

The MHSR may, at his/her discretion, accept previous forklift operator training in accordance with ES&H Manual Chapter 6140 Appendix T1 Training Requirements for Material Handling Equipment.


4.4              Forklift Attachment Training

·         Initial Training SAF 502B Forklift Attachment Training. This instructor-led training is given as needed and is only offered to qualified forklift operators.  Contact the Material Handling Engineering Representative (MHER) to arrange for the training. Forklift attachment use is restricted in accordance with ES&H Manual Chapter 6140 Appendix T4 Access Restriction to Material Handling Equipment. Items include:

o   Jib booms: available for use with certain forklifts as authorized by the manufacturer. 

o   Drum lifter: available for use on one forklift. 

o   Shield block lifters: used to assist in the occasional and repetitive movement of shield blocks.

o   Single Hook Fork Beam: used to assist in the occasional and repetitive movement of loads suspended under the tines.

·         Refresher Training – Every Three Years

SAF 502B – Forklift Attachment Training is an instructor-led training offered when needed to qualified forklift operators. Contact the MHER to arrange for the training.


5.0            Revision History

Periodic Review – 06/03/15 – No changes per TPOC

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










ESH&Q Division

Dave Kausch





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 6/4/2015.