Plan lifting activities
Overview
This standard is about planning lifting activities, it involves the scheduling and agreement of proposed work methods with decision-makers
This standard is for people who have the responsibility for planning lifting operations using lifting equipment and can be used by operatives, supervisors and managers
Performance criteria
You must be able to:
Performance criteria 1
Confirm work requirements
1.1 confirm the work requirements to determine how the lifting activity should be carried out by producing records from the following information sources:
1.1.1 survey reports
1.1.2 designs
1.1.3 contractual documentation
1.1.4 statuary consents
1.1.5 risk assessments
1.1.6 method statements
1.1.7 rigging studies
1.1.8 drawings
1.1.9 programmes
1.1.10 records regarding competence of lifting team
1.1.11 sub-contractor arrangements
1.1.12 health, safety and environmental plans
1.1.13 utilities
1.1.14 work permits
1.1.15 local authorities
1.1.16 highways authorities
1.1.17 manufacturers data
Performance criteria 2
Identify and review the influencing factors
2.1 identify and review the influencing factors and relevant guidance material relating to the work environment and resources required for the lifting activity
2.2 produce records for the following influencing factors:
2.2.1 customer requirements
2.2.2 organisational requirements
2.2.3 contractual requirements
2.2.4 statutory requirements
2.2.5 resource allocation
2.2.6 working requirements
2.2.7 environmental considerations
2.2.8 weather conditions
2.2.9 safety, health and welfare requirements
2.3 produce records of identification and review of the following guidance and information sources:
2.3.1 lifting equipment, other equipment and accessories, manuals and data
2.3.2 maintenance or examination schedules and manuals
2.3.3 good practice guides and specifications
2.3.4 current legislation and official guidance
2.3.5 organisational procedures
Performance criteria 3
Methods of work
3.1 plan, arrange, assessing and account for influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities
3.2 produce records of all influencing factors including the relevant lifting equipment, lifting accessories, lifting categories and lifting activities
Performance criteria 4
Amend work methods
4.1 amend work methods to take account of changing circumstances whilst maintaining the requirements of the lifting activity in relation to:
4.1.1 customer requirements
4.1.2 organisational requirements
4.1.3 contractual requirements
4.1.4 statutory requirements
4.1.5 resource allocation
4.1.6 working requirements
4.1.7 environmental considerations
4.1.8 weather conditions
4.1.9 safety, health and welfare requirements
4.2 create or complete records of amended working methods taking into account the following circumstances:
4.2.1 susceptibility to damage
4.2.2 safety requirements
4.2.3 compromised operational effectiveness
4.2.4 weather conditions
4.2.5 use, or change of use of equipment
4.2.6 current legislation
4.2.7 resources
4.2.8 lifting equipment, other equipment and accessories data
4.2.9 workforce and lifting team
4.2.10 security threats
4.2.11 external factors
4.2.12 project alterations
4.2.13 ground conditions
Performance criteria 5
Communicate work methods
5.1 communicate work methods to people involved in the lifting operation including any amendments required due to changing circumstances by producing records of communication
Performance criteria 6
Prepare plans and record work methods and schedules
6.1 prepare plans, create or complete records of work methods in written and visual formats. Negotiate and agree them with decision-makers
6.2 negotiate and agree them plans and work methods with decision-makers
Performance criteria 7
Planning calculations
7.1 apply a range of engineering-based calculations that support the planning process based on mathematical formulas that apply tolerances, factors of safety, variations and ranges to determine:
7.1.1 height
7.1.2 length
7.1.3 density
7.1.4 mass
7.1.5 capacity
7.1.6 volume
7.1.7 area
7.1.8 angles
7.1.9 stress or strain
7.1.10 loadings
7.1.11 pressure
7.1.12 stability
7.1.13 velocity
7.1.14 temperature
7.1.15 ratios
7.1.16 deflection
7.1.17 time
7.1.18 shape
7.1.19 centre of gravity
Knowledge and Understanding
You need to know and understand:
Performance criteria 1
Confirm work requirements
K1 how to confirm work requirements for the following lifting activities:
1.1 freely suspended loads
1.2 above ground operations
1.3 below ground operations
1.4 lifting of persons
1.5 dismantling operations
1.6 excess height lifts
1.7 multiple lifting
1.8 pick-and-carry
1.9 where the operator does not have clear sight of the load
1.10 loading and unloading
K2 how to use a range of information sources in relation to the following stakeholders:
2.1 customers
2.2 contractors
2.3 consultants
2.4 specialists
2.5 statuary consents
K3 who to consult with to confirm the work requirements for the lifting activity and how to determine suitability of the following lifting equipment:
3.1 access equipment
3.2 crawler cranes
3.3 drilling rigs
3.4 excavators
3.5 floating lifting equipment
3.6 hoists
3.7 knuckle-boom cranes
3.8 lorry loaders
3.9 masted forklifts
3.10 mobile cranes
3.11 non-mechanised lifting equipment
3.12 overhead cranes
3.13 pedestal cranes
3.14 piling rigs
3.15 specialist lifting equipment
3.16 telescopic handlers
3.17 tower cranes
3.18 jacking equipment
Performance criteria 2
Identify and review the influencing factors
K4 how to identify and review influencing factors in relation to the following:
4.1 customer requirements
4.2 organisational requirements
4.3 contractual requirements
4.4 statutory requirements
4.5 resource allocation
4.6 working requirements
4.7 environmental considerations
4.8 weather conditions
4.9 health, safety and welfare requirements
K5 how to identify and review guidance material in relation to:
5.1 manufacturers data
5.2 operators manuals
5.3 lifting equipment and lifting accessory equipment data
5.4 maintenance data or examination schedules and manuals
5.5 good practice guides and specifications
5.6 approved codes of practice
5.7 organisational procedures
5.8 relevant legislation
5.9 official guidance
Performance criteria 3
Methods of work
K6 how to account for the following influencing factors:
6.1 customer requirements
6.2 organisational requirements
6.3 contractual requirements
6.4 statutory requirements
6.5 resource allocation
6.6 working requirements
6.7 environmental considerations
6.8 weather conditions
6.9 health, safety and welfare requirements
K7 how and why to prioritise lifting activities in relation to the following:
7.1 freely suspended loads
7.2 above ground operations
7.3 below ground operations
7.4 lifting of persons
7.5 dismantling operations
7.6 excess height lifts
7.7 multiple lifting
7.8 pick-and-carry
7.9 where the operator does not have clear sight of the load
7.10 loading and unloading
K8 how to define the lifting equipment for a specific lifting activity in relation to:
8.1 access equipment
8.2 crawler cranes
8.3 drilling rigs
8.4 excavators
8.5 floating lifting equipment
8.6 hoists
8.7 knuckle-boom cranes
8.8 lorry loaders
8.9 masted forklifts
8.10 mobile cranes
8.11 non-mechanised lifting equipment
8.12 overhead cranes
8.13 pedestal cranes
8.14 piling rigs
8.15 specialist lifting equipment
8.16 telescopic handlers
8.17 tower cranes
8.18 jacking equipment
K9 how to define the type of lifting category in relation to:
9.1 basic
9.2 intermediate
9.3 complex
K10 why you need to match the lifting equipment, lifting accessories, lifting category, and lifting activity to the planned lifting operation
Performance criteria 4
Amend work methods
K11 how to take account of changing circumstances in relation to:
11.1 susceptibility to damage
11.2 safety requirements
11.3 compromised operational effectiveness
11.4 weather conditions
11.5 use, or change of use
11.6 current legislation
11.7 resources
11.8 lifting equipment, other equipment and accessories data
11.9 workforce and lifting team
11.10 security threats
11.11 external factors
11.12 project alterations
11.13 ground conditions
K12 how to amend work methods when reviewing influencing factors in relation to:
12.1 customer requirements
12.2 organisational requirements
12.3 contractual requirements
12.4 statutory requirements
12.5 resource allocation
12.6 working requirements
12.7 environmental considerations
12.8 weather conditions
12.9 health, safety and welfare requirements
Performance criteria 5
Communicate amended work methods
K13 how and why it is important for effective communication of work methods using discussions, sketches and briefings of the lifting activities to people involved in the lifting operation
K14 why it is important to communicate amended work methods
K15 why changing circumstances can cause amendments to the lifting activity in relation to:
15.1 susceptibility to damage
15.2 safety requirements
15.3 compromised operational effectiveness
15.4 weather conditions
15.5 use, or change of use
15.6 current legislation
15.7 resources
15.8 lifting equipment, other equipment and accessories data
15.9 workforce and lifting team
15.10 security threats
15.11 external factors
15.12 project alterations
Performance criteria 6
Prepare plans and record work methods and schedules
K16 how to prepare plans and record work methods and schedules for lifting activities
K17 how to negotiate and agree work methods and schedules with decision-makers
Performance criteria 7
Planning calculations
K18 how to identify international system (SI), national, regional, manufacturer specific, regulative and official guidance that apply to
the following units:
18.1 height
18.2 length
18.3 density
18.4 mass
18.5 capacity
18.6 volume
18.7 area
18.8 angles
18.9 stress or strain
18.10 loadings
18.11 pressure
18.12 stability
18.13 velocity
18.14 temperature
18.15 ratios
18.16 deflection
18.17 time
18.18 shape
18.19 centre of gravity
K19 how industry accepted tolerances for factors of safety are applied to planning activities
K20 how to use a range of mathematical formulas to plan lifting operations in relation to:
20.1 size, volume and weights of crane loads
20.2 ground bearing pressures
20.3 wind speeds and loadings
20.4 hoist rope strength
20.5 stability
20.6 derating
20.7 angles of slings
20.8 heights, distances and clearances
20.9 boom and jib angles, radius and deflection
20.10 centre of gravity