Offshore Crane Operator Stage 2 Competence Assessment PDF

OPITO Approved Standard
Offshore Crane Operator Stage 2 Competence Assessment

© OPITO
OPITO APPROVED STANDARD
Offshore Crane Operator: Stage 2
Competence Assessment Standard
OPITO Standard Codes:
OCO Stage 2 Competence Assessment: 9036

OCO Stage 2 Competence Reassessment: 9037
© OPITO
OPITO STANDARDS
OPITO is an Industry-owned not-for-profit organisation that exists solely to service the needs of
the Oil and Gas Industry.
OPITO is employer led in all aspects of what it does, therefore all standards development
activities are at the behest of industry employers. The standards are driven by the needs of
employers to help create a safe and competent workforce.
This standard is owned by the Oil and Gas Industry and maintained by OPITO who are the
nominated custodians of all Industry standards within the OPITO portfolio which carry the
OPITO logo.
The contents of this document were developed by an industry workgroup facilitated and
supported by OPITO. The workgroup consisted of representation from a cross section of oil and
gas industry employers, discipline experts working within the industry and members of the
OPITO Approved Training network.
This standard has been verified and accepted through the governance and integrity
management model for OPITO standards.)
Guidance on this standard is available by contacting OPITO at: Standards enquiries
This standard has been designed to accommodate global variations in national legislation
and regulations. In the absence of relevant national legislation and regulations, OPITO
approved centres should use legislative and regulatory criteria specified within this Standard.
© OPITO
All rights reserved. No part of this publication may be reproduced, stored in a retrieval or
information storage system, or transmitted in any form or my any means, mechanical,
photocopying, recording or otherwise, without prior permission in writing of the publisher
OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 2 of 61

© OPITO
Record of Changes to Standard

Revision & Amendments Agreed by Checked by Approved by
OCT Industry
Revision 0 Workgroup
M. Carr P. Lammiman
2012
No. Amendment & Date Section Amended by Checked by Approved by
Any amendments to this Standard by OPITO will be recorded above

© OPITO
CONTENTS
Introduction and Competence Route ...................................................................................... 5

SECTION A OCO STAGE 2 COMPETENCE ASSESSMENT ............................................... 8
A.1 OCO STAGE 2 COMPETENCE ASSESSMENT TARGET GROUP ............................................ 8
A.2 OCO STAGE 2 COMPETENCE ASSESSMENT CANDIDATE PRE-REQUISITES ......................... 8
A.3 OCO STAGE 2 COMPETENCE ASSESSMENT PHYSICAL AND STRESSFUL DEMANDS ............ 9
A.4 OCO STAGE 2 COMPETENCE ASSESSMENT AIM AND OBJECTIVES .................................. 10
A.5 OCO STAGE 2 COMPETENCE ASSESSMENT OUTCOMES ................................................ 10
A.6 OCO STAGE 2 COMPETENCE ASSESSMENT PROCESS ................................................... 11
A.7 OCO STAGE 2 COMPETENCE ASSESSMENT DURATION AND TIMING ................................ 12
A.8 OCO STAGE 2 COMPETENCE ASSESSMENT UNITS......................................................... 12
SECTION B OCO STAGE 2 COMPETENCE REASSESSMENT ........................................ 18
B.1 OCO STAGE 2 COMPETENCE REASSESSMENT TARGET GROUP ...................................... 18
B.2 OCO STAGE 2 COMPETENCE REASSESSMENT CANDIDATE PREREQUISITES .................... 18
B.3 OCO STAGE 2 COMPETENCE REASSESSMENT PHYSICAL AND STRESSFUL DEMANDS ...... 19
B.4 OCO STAGE 2 COMPETENCE REASSESSMENT AIM AND OBJECTIVES .............................. 20
B.5 OCO STAGE 2 COMPETENCE REASSESSMENT OUTCOMES ............................................ 20
B.6 OCO STAGE 2 COMPETENCE REASSESSMENT PROCESS ............................................... 21
B.7 OCO STAGE 2 COMPETENCE REASSESSMENT DURATION AND TIMING ............................ 22
B.8 OCO STAGE 2 COMPETENCE REASSESSMENT UNITS..................................................... 23
SECTION C CENTRE RESOURCES .................................................................................. 29
C.1 LOCATION OF ASSESSMENT .......................................................................................... 29
C.2 STAFF ......................................................................................................................... 30
C.3 FACILITIES ................................................................................................................... 31
C.4 EQUIPMENT ................................................................................................................. 31
C.5 CRANE SPECIFICATION ................................................................................................. 32
C.5.1 Crane types suitable for Stage 2 Training at onshore centres ....................... 32
C.5.2 Crane types NOT suitable for Stage 2 Training at onshore centres .............. 32
C.5.3 Crane specification for Stage 2 Training at onshore centres ......................... 33
C.5.4 Crane Simulator Specification .......................................................................... 35
SECTION D CERTIFICATION & ADMINISTRATION .......................................................... 36
D.1 JOINING INSTRUCTIONS ................................................................................................ 36
D.2 VALIDITY AND RENEWAL ............................................................................................... 36
D.3 CERTIFICATION ............................................................................................................ 37
D.4 ADMINISTRATION .......................................................................................................... 37
Glossary of Terms and Abbreviations .................................................................................. 38
Appendix 1: OCO Stage 2 Knowledge Assessment Questions Requirement .................... 39
Appendix 2: OCO Stage 2 Practical Assessment and Reassessment Process ................ 40
Appendix 3: OCO Stage 2 Competence Assessment Record ............................................ 41
OCO Stage 2 Competence Rev 0 [Amendment NA] Page 4 of 61

© OPITO
Introduction and Competence Route
OPITO was tasked by industry to develop a robust minimum standard for training and
competence assessment for the offshore crane operator (OCO) role. An industry workgroup
which comprised of relevant crane operations and lifting experts agreed on a three-stage
training and competence route which took into consideration individuals who were new to crane
operations as well as experienced crane operators.
These offshore crane operator standards apply to operators of the main types of offshore
cranes which can undertake a range of crane lifting operations, which may include: lifts on
offshore installations, subsea lifts, diving support vessels lifts, well intervention vessels lifts and
offshore construction vessels lifts.
This standard specifies OPITO Offshore Crane Operator Stage 2 Competence Assessment &
Reassessment requirement only.
The OPITO Offshore Crane Operator’s training, competence assessment and re-assessment is
comprised of three key stages.
The three key stages are set out below:

© OPITO
Offshore Crane Operator (OCO) Key Stages

OPITO OCO Stage 1: The Introductory Training Programme
This programme provides introductory training for individuals that have little or no crane
operating experience. Delegates successfully completing the Introductory Training Programme
will be awarded an OPITO Stage 1 Offshore Crane Operator Introductory Training certificate;
this entitles the delegate to progress to OCO Stage 2 Training followed by supervised OCO
Stage 2 workplace experience.
This training programme does not deem the successful delegate competent to operate offshore
cranes unsupervised. The OCO Stage 1 Training certificate has no expiry but delegates wishing
to progress to Stage 2 must undertake OCO Stage 2 Training within twelve months otherwise
they will be required to repeat OCO Stage 1 Training.
OPITO OCO Stage 2: Training, supervised workplace experience and assessment
OCO Stage 2 Training, which is more advanced training than Stage 1, must be undertaken
within 12 months of gaining a Stage 1 OPITO Offshore Crane Operator Certificate. Crane
operators with verifiable experience can opt to undertake OCO Stage 2 Training without
completing Stage 1 Training. Stage 2 training must be undertaken before undertaking Stage 2
workplace experience.
The OCO Stage 2 Workplace Experience part of the programme requires the offshore crane
operator candidate to complete a series of supervised workplace tasks in order to gain relevant
experience. The candidate must complete a log book record of the supervised crane operator
tasks. Candidates that have completed the Stage 2 log book requirements within two years of
successful completion of OCO Stage 2 Training will be eligible to undertake the next stage of
the programme, which is the OCO Stage 2 Competence Assessment programme. The OCO
Stage 2 Training Programme will have to be repeated if the Stage 2 Logbook isn’t completed
within the two-year time period.
OCO Stage 2 Competence Assessment programme: Candidates will be assessed against

specific criteria for conducting in-board lifts (deck lifts). Successful candidates will be awarded
with an OPITO OCO Stage 2 Competence Assessment certificate and become certified to
conduct unsupervised in-board (deck lifts) on fixed, floating structures and vessels which
includes loading or offloading from a floating structure or vessel when moored adjacent to a
quayside. The certificate is valid for 2 years.
OCO Stage 2 Competence Reassessment programme: OPITO-certified Stage 2 offshore

crane operators can maintain their OPITO OCO Stage 2 Competence Assessment certification
by successfully completing a reassessment within two years of their initial Stage 2 assessment.
Each successive certificate is valid for 2 years.
Continued.

© OPITO
Offshore Crane Operator (OCO) Key Stages continued.
Note 1: Experienced Stage 2 non-OPITO-certified offshore crane operators can become OPITO
OCO Stage 2-certified by successfully completing the OPITO OCO Stage 2 Reassessment
programme.
Note 2: Experienced onshore crane operators and personnel that have undergone the
equivalent of the OPITO OCO Stage 1 Training (as a minimum), can start their OPITO certified
training and competence programme at OCO Stage 2 Training and Assessment programme –
provided they have the relevant evidence of the equivalent training.
OPITO OCO Stage 3: Workplace experience and competence assessment
OPITO OCO Stage 3 specifies the workplace experience requirement and the assessment
process and criteria for conducting over-side lifts for three different types of offshore
structures:
1. Fixed structures e.g. offshore platforms, jack-up rigs etc.

2. Floating structures e.g. FPSOs, Semi-submersibles and diving support vessels.
3. Deployment and recovery of loads from vessels e.g. well intervention vessels and diving
support vessels.
OCO Stage 3 candidates must choose which type of structure they want to complete workplace
experience and undertake an assessment for. An OPITO OCO Stage 3 Competence
Assessment certificate will be awarded to the successful candidate for one of the three structure
types; candidates cannot gain all three certificates at the same time i.e. they must complete
workplace experience and undertake an initial assessment programme for one structure type.
Should an offshore crane operator want an OPITO Competence Assessment certificate for a
different structure type to the one they are certified for, they must complete logged workplace
experience and undertake an Initial first assessment programme for that specific structure type.
The OPITO OCO Stage 3 certificate is valid for 2 years. (Each certificate will specify a
structure type)
If OPITO-certified Stage 3 offshore crane operators want to maintain OPITO OCO Stage 3
certification, they will need to be reassessed every two years by undertaking an OPITO-
approved reassessment programme. The OCO Stage 3 reassessment can be undertaken on a
simulator only or a combination of a simulator and actual crane.
Related OPITO Offshore Crane Operator standards:
1. OPITO Offshore Crane Operator Stage 1 (Introductory) Training Standard

2. OPITO Offshore Crane Operator Stage 2 Training Standard
3. OPITO Offshore Crane Operator Stage 3 Competence Assessment Standard

© OPITO
SECTION A OCO STAGE 2 COMPETENCE ASSESSMENT
A.1 OCO Stage 2 Competence Assessment Target Group
The OPITO OCO Stage 2 Competence Assessment Programme is intended for personnel that
wish to become OPITO-certified Stage 2 offshore crane operators.
OCO Stage 2 is for offshore crane operations involving in-board (or deck lifts) only i.e. not
overside, supply boat or subsea lifts.
A.2 OCO Stage 2 Competence Assessment Candidate Pre-requisites
Candidates for OCO Stage 2 Competence Assessment require: [ A and B ] or [ C ] – see

details below:
(a) A valid OPITO-approved OCO Stage 2 Training Certificate
And
(b) A fully completed and valid OCO Stage 2 logbook based on the OPITO OCO
Stage 2 Standard workplace task requirements.
(Refer to OPITO’s OCO Stage 2 Training Standard for Logbook details)
Or
(c) A valid Stage 2 Non-OPITO Offshore Crane Operator certificate.

© OPITO
A.3 OCO Stage 2 Competence Assessment Physical and Stressful
Demands
Training and/or assessment activities contained within this Standard may include physically
demanding and potentially stressful elements. All personnel who participate in such activities
must be physically and mentally capable of participating fully.
OPITO-approved Centres are therefore required, as a minimum, to ensure that prior to

participating in practical exercises the delegate or candidate provides written confirmation that
they deem themselves physically and mentally capable of undertaking all aspects of the training
or assessment. Centres must also make the delegate/candidate aware that they must
immediately inform the Centre staff if this capability changes – at any time prior to, or during the
programme.
Candidates must be advised that they are required to declare any current or pre-existing
medical conditions which may be exacerbated by, or impair their ability to complete, the
training/assessment programme. Should this be the case, the individual may be required to
provide an authentic medical certificate issued since any identified medical condition was
diagnosed.
The OPITO-approved Centre shall keep a record of the delegate’s/candidate’s declaration of
fitness in accordance with their document control policy(s) or procedures.
This information, along with summary details of the type of physical activities the
delegate/candidate will be asked to perform, will be given to delegates/candidates by the
OPITO-approved Centre and, if applicable, to their sponsoring company as part of the joining
instructions. The responsibility for declaring any known current or pre-existing medical
conditions that could have adverse effects to the individual’s state of health while undertaking
the training and/or assessment activities lies with the delegate/candidate and/or company
sponsoring the delegate.
Where doubt exists regarding the fitness of any delegate/candidate, the OPITO-approved
Centre should direct the individual to consult a medical officer familiar with the nature and extent
of the training.
Note: Practical exercises must be designed and delivered solely to meet this Standard,
and must not place on the delegates/candidates any physical or mental demands other
than those required to meet the Standard.

© OPITO
A.4 OCO Stage 2 Competence Assessment Aim and Objectives
The aim and objectives of the OPITO OCO Stage 2 Competence Assessment are to establish
that the candidate has the required underpinning knowledge, understanding and practical skills
to fulfill the role of Stage 2 Offshore Crane Operator safely and effectively.
Note: Duty holders of the fixed structure, floating structure or vessel must ensure that
successful OCO Stage 2 candidates get sufficient familiarisation with the specific type of
offshore crane they will be expected to operate before conducting lifting operations.
A.5 OCO Stage 2 Competence Assessment Outcomes
The assessment outcomes of OCO Stage 2 Competence Assessment are specified in the
Performance and Underpinning Knowledge and Understanding criteria of the Competence Unit
in Section A8 and the successful completion of the Knowledge Assessment test.

© OPITO
A.6 OCO Stage 2 Competence Assessment Process
Assessment of OPITO Stage 2 offshore crane operator candidates must be conducted using a
simulator and an actual crane. The assessment location can be at an onshore OPITO-
approved centre or offshore through an OPITO-approved Centre.
The candidate Stage 2 OCO must be assessed by a suitably qualified assessor; refer to Section
C.2 for the Assessor requirements.
The OCO Stage 2 Competence Assessment comprises a knowledge and practical assessment.
The candidate will be assessed against the performance and underpinning knowledge and
understanding criteria specified in the Units within Section A.8 of this standard.
The Knowledge Assessment which comprises a written theory test covers the underpinning
knowledge and understanding criteria.
The written test pass mark is 80%.
Note: The candidate can be supported verbally with the understanding of the questions (without
leading the candidate) by the Assessor or Invigilator, but the written test must be a ‘closed book’
format. Refer to Appendix 1 for information on the Knowledge Assessment.
Important: OCO Stage 2 candidates cannot progress to the practical Stage 2 assessment until
they have successfully completed the written theory test.
The practical assessment requires the assessor to observe the candidate perform the
specified tasks to the required standard.
The Practical Assessment process is specified in Appendix 2
The OCO Stage 2 Competence Assessment certificate will only be awarded if the candidate
successfully completes both the Knowledge Assessment and the Practical Assessment.
The successful candidate i.e. the candidate that fully meets the knowledge and practical
assessment standard will then be deemed certified to undertake unsupervised in-board (deck)
crane lifting operations on fixed and floating structures which include loading or offloading from
a floating structure when moored adjacent to a quayside. Refer to note in Section A.4 for further
requirements.
Candidate does not meet the Standard

Where a candidate does not meet the required assessment outcomes: the assessor must
clearly identify and record the outcomes which have not been met, and suggest any further
training requirement. The Assessment Centre must provide the candidate and the candidate’s
employer with a written report identifying why the candidate was unsuccessful and suggest any
further training requirement – within 7 days of the assessment.
If the candidate does not meet the requirements of the OCO Stage 2 Standard:
No certificate will be awarded and the candidate must retake the OCO Stage-2 Competence
Assessment.
Assessor/Candidate Ratio
The assessor-to-candidate ratio is 1:1
© OPITO
A.7 OCO Stage 2 Competence Assessment Duration and Timing
The expected timings are:
8 hours for the competence assessment requirement (which includes 1.5 hours allowed for the
written test)
Note: Where assessment is conducted in the workplace: it must be completed within one trip or
hitch; the length of the trip/hitch would depend on individual company work cycles.
A.8 OCO Stage 2 Competence Assessment Units
This section specifies the OCO Stage 2 Unit’s assessment criteria. The units comprise both the
Performance Criteria and the Underpinning Knowledge and Understanding Criteria.
Unit 1: Regulations and Safe Systems of Work

Unit 2: Checks to be undertaken on the Crane
Unit 3: Undertaking Crane Lifting Operations
Unit 4: Correctly Respond to Crane Malfunctions and Alarms
The lifting operations must be either:
(a) Taken from the lifting exercises (complete with risk assessments and lifting plans) -
prepared in advance by the Assessment Centre.
Or
(b) Planned workplace lifting operations (complete with risk assessments and lifting plans)
that tests the candidate against the Unit criteria specified in this section.
Note: Risk assessments and lifting plans must be approved by a *competent person
*Competent Person: A person nominated to approve risk assessments and lifting plans by virtue
of relevant knowledge and expertise.

© OPITO
Competence Assessment Units
UNIT 1 Regulations and Safe Systems of Work
Unit Scope: This unit is about the planning and organising of crane lifting operations in
compliance with agreed procedures and statutory requirements.
Unit 1 Performance Criteria
The candidate must demonstrate the following:
1.1 Work to a prepared lifting plan and risk assessment

1.2 Contribute to a toolbox talk, to include discussing the crane lifting operations with the
banksman and slingers.
Note: During the assessment, the candidate must take account of the relevant worksite
operational requirements, procedures and safe working practices.
Unit 1 Underpinning Knowledge and Understanding Criteria
The candidate must know and understand the following:
1.3 The roles and responsibilities of key personnel involved in an offshore crane lifting
operation.
1.4 The main requirements of the legislation that applies to offshore crane lifting operations.
1.5 The key components of a safe system of work for crane lifting operations and the typical
documents that would be required.
1.6 Typical hazards associated with offshore crane lifting operations.
1.7 The typical unsafe areas and unsafe positions for personnel when undertaking crane
lifting operations.
1.8 How to check the suitability of laydown areas for the crane load.

© OPITO
UNIT 2 Checks to be undertaken on the Crane
Unit Scope: This Unit is about the pre-start, pre-operational and the operational function tests
that an offshore crane operator must undertake.
2.1 Conduct pre-start checks on the crane.

2.2 Conduct pre-operational checks on the crane.
2.3 Conduct operational and functional tests on the crane.
2.4 The main components of a typical offshore crane, where they are located and their
principal functions.
2.5 Typical pre-start checks to be undertaken for an offshore crane.
2.6 Typical pre-operational checks to be undertaken for an offshore crane.
2.7 Operational and functional tests to be undertaken for an offshore crane.
2.8 The basic construction of crane wire ropes.
2.9 The maintenance and inspection that must be undertaken on crane wire ropes.
2.10 The discard criteria for wire ropes and slings.
2.11 Correct spooling and anchorage of ropes on drums.
2.12 How to inspect crane pennants, slings and hooks.
2.13 How the tension in slings changes with the angle of the sling.
2.14 The purpose of boom, hoist and slew limiting systems.

© OPITO
UNIT 3 Undertaking Crane Lifting Operations
Unit Scope: This Unit is about operating a crane in a safe and correct manner whilst
undertaking a range of lifting operations using different types of loads. It also includes
implementing correct shut down procedures and making the crane safe following a simulated
installation emergency alarm.
3.1 Lift, transfer and place the specified loads whilst undertaking the different types of lifting
operations detailed in List ‘A’ - all within the safe working capacity of the crane.
3.2 Operate the crane following the planned load path avoiding proximity hazards and
ground hazards.
3.3 Correctly centering the hook over the load.
3.4 Apply safe operating techniques, to include: slew/swing control, height judgment, and
crane controls coordination.
3.5 Apply correct height/distance judgment techniques.
3.6 Simultaneously operate at least two crane control functions whilst raising or lowering the
load.
3.7 Correctly responded to the banksman’s hand signals and radio instructions.
3.8 Correctly implement shutdown procedures and making the crane safe following a
simulated installation emergency alarm.
3.9 Conduct a lift using the crane’s main block.
List A: Load Types

Each load type must be lifted separately i.e. the different load criteria specified below,
cannot be combined in any one lift.
1. Lifting a load to a confined or restricted area

2. Lifting a load from a confined or restricted area
3. Lifting a load with an offset centre of gravity
4. Blind lift
5. Lift involving a load with a large surface area
6. Lifting a long load (>10m)
7. Lifting a tubular bundle
8. Lifting a Cargo Carrying Unit (CCU)

© OPITO
3.10 The basic principles of crane stability and configuration

3.11 The principals of sling selection
3.12 Safe operating techniques to be employed
3.13 The typical safety devices on a crane
3.14 The safe working load of a crane
3.15 Working load limit applicable to slings
3.16 How dynamic loading can be applied to the crane and its effects
3.17 The purpose of crane load charts
3.18 How to use crane load charts
3.19 The purpose of rated capacity indicators how they are used and the use of sea state
information
3.20 The operation and purpose of constant rope tension systems
3.21 The operation and purpose of manually operated overload protection systems
3.22 The operation and purpose of automatically operated overload protection systems
3.23 The main hand signals used for crane operations
3.24 Radio communication protocols and the procedures when using radio communications.

© OPITO
UNIT 4 Correctly Respond to Crane Malfunctions and Alarms
Unit Scope: This Unit is about the offshore crane operator correctly responding to typical crane
malfunctions and alarms.
The assessment must be conducted on a crane simulator.
The candidate must demonstrate the correct response to all of the following crane malfunctions
and alarms:
Crane Malfunctions Control Malfunctions

1 Diesel engine failure 1 Lock hoist joystick at current setting
2 Uncontrolled descent of the load 2 PLC failure: joysticks reversed
3 Uncontrolled descent of the boom 3 PLC low voltage: crane moves by itself
4 Limit switch failure
Load Malfunctions Alarms
1 Sling break 1 Low lube oil pressure
2 Load shift 2 High coolant temperature
3 Load / hook snagged 3 High hydraulic oil temperature
4 90%, 100% and 110% of SWL

© OPITO
SECTION B OCO STAGE 2 COMPETENCE REASSESSMENT
B.1 OCO Stage 2 Competence Reassessment Target Group
The OPITO OCO Stage 2 Competence Reassessment is for personnel that wish to revalidate
their OPITO-certified OCO Stage 2 offshore crane operator competence certificate or
experienced Stage 2 offshore crane operators that wish to gain OPITO Stage 2 certification.
B.2 OCO Stage 2 Competence Reassessment Candidate Prerequisites
Candidates for OCO Stage 2 Competence Reassessment require a valid OPITO-approved

OCO Stage 2 Offshore Crane Operator Competence Certificate or a valid OCO Stage 2 non-
OPITO certificate.

© OPITO
B.3 OCO Stage 2 Competence Reassessment Physical and Stressful
Demands
Training and/or assessment activities contained within this Standard may include physically
demanding and potentially stressful elements. All personnel who participate in such activities
must be physically and mentally capable of participating fully.
OPITO-approved Centres are therefore required, as a minimum, to ensure that prior to

participating in practical exercises the delegate or candidate provides written confirmation that
they deem themselves physically and mentally capable of undertaking all aspects of the training
or assessment. Centres must also make the delegate/candidate aware that they must
immediately inform the Centre staff if this capability changes – at any time prior to, or during the
programme.
Delegates/candidates must be advised that they are required to declare any current or pre-
existing medical conditions which may be exacerbated by, or impair their ability to complete, the
training/assessment programme. Should this be the case, the individual may be required to
provide an authentic medical certificate issued since any identified medical condition was
diagnosed.
The OPITO-approved Centre shall keep a record of the delegate’s/candidate’s declaration of
fitness in accordance with their document control policy(s) or procedures.
This information, along with summary details of the type of physical activities the
delegate/candidate will be asked to perform, will be given to delegates/candidates by the
OPITO-approved Centre and, if applicable, to their sponsoring company as part of the joining
instructions. The responsibility for declaring any known current or pre-existing medical
conditions that could have adverse effects to the individual’s state of health while undertaking
the training and/or assessment activities lies with the delegate/candidate and/or company
sponsoring the delegate.
Where doubt exists regarding the fitness of any delegate/candidate, the OPITO-approved
Centre should direct the individual to consult a medical officer familiar with the nature and extent
of the training.
Note: Practical exercises must be designed and delivered solely to meet this Standard,
and must not place on the delegates/candidates any physical or mental demands other
than those required to meet the Standard.

© OPITO
B.4 OCO Stage 2 Competence Reassessment Aim and objectives
The aim and objectives of the OPITO-approved OCO Stage 2 competence reassessment is to
establish that the candidate has maintained the competence knowledge and skills requirement
for the OCO Stage 2 role.
Note: Duty holders of the fixed structure, floating structure or vessel must ensure that Stage 2
OCO get sufficient familiarisation of the specific type of offshore crane they will be expected to
operate before conducting lifting operations.
B.5 OCO Stage 2 Competence Reassessment Outcomes
The Competence Reassessment outcomes of OCO Stage 2 are specified in the Performance
and Underpinning Knowledge and Understanding criteria of the Competence Units in Section
B.8 and the successful completion of the written Knowledge Assessment test.

© OPITO
B.6 OCO Stage 2 Competence Reassessment Process
Note: It is the responsibility of duty holders and employers to ensure their OCOs maintain their
competence to undertake lifting operations relevant to their role.
The Stage 2 OCO must be reassessed by a suitably qualified assessor; refer to Section C.2 for
the Stage 2 Assessor requirements.
Reassessment of Stage 2 offshore crane operators can be conducted using a simulator

or actual crane and simulator.
The OCO Stage 2 Reassessment is comprised of a knowledge and practical assessment

against the performance and underpinning knowledge and understanding criteria specified in
the Units within Section B.8 of this standard.
The Knowledge Assessment which comprises a written theory test, covers the underpinning
knowledge and understanding criteria.
The written test pass mark is 80%.
Note: The candidate can be supported verbally with the understanding of the questions (without
leading the candidate) by the Assessor or Invigilator, but the written test must be a ‘closed book’
format. Refer to Appendix 1 for information on the Knowledge Assessment.
Important: Stage 2 candidates cannot progress to the practical Stage 2 Assessment until they
have successfully completed the written theory test.
The practical assessment requires the assessor to observe the candidate perform the
specified tasks to the required standard.
The Practical Assessment process is specified in Appendix 2
The OCO Stage 2 certificate will only be awarded if the candidate successfully completes both
the Knowledge Assessment and the Practical Assessment.
Successful candidates i.e. candidates that fully meet the criteria for practical and knowledge
assessment standard, will revalidate their OCO Stage 2 certification. Refer to note in B.4 for
further requirements.
Where a candidate does not meet the required assessment outcomes: the assessor must
clearly identify and record the outcomes which have not been met, and suggest any further
training requirement. The Assessment Centre must provide the candidate and the candidate’s
further training requirement – within 7 days of the assessment.
If the candidate does not meet the requirements of the OCO Stage 2 Standard:
No certificate will be awarded and the candidate must retake the OCO Stage-2 Assessment.

© OPITO
Assessor/Candidate Ratio
The assessor-to-candidate ratio is 1:1
B.7 OCO Stage 2 Competence Reassessment Duration and Timing
The expected timings are:
8 hours for the competence assessment requirement (which includes 1.5 hours allowed for the
written test)
Note: Where reassessment is conducted in the workplace: it must be completed within one trip
or hitch; the length of the trip/hitch would depend on individual company work cycles.

© OPITO
B.8 OCO Stage 2 Competence Reassessment Units
This section specifies the OCO Stage 2 unit’s reassessment criteria. The units comprise both
the Performance Criteria and the Underpinning Knowledge and Understanding Criteria.
Unit 5: Regulations and Safe Systems of Work

Unit 6: Checks to be undertaken on the Crane
Unit 7: Undertaking Crane Lifting Operations
Unit 8: Correctly Respond to Crane Malfunctions and Alarms
The lifting operations must be either:
(c) Taken from the lifting exercises (complete with risk assessments and lifting plans) -
prepared in advance by the Assessment Centre.
Or
(d) Planned workplace lifting operations (complete with risk assessments and lifting plans)
that tests the candidate against the Unit criteria specified in this section.
Note: Risk assessments and lifting plans must be approved by a *competent person

© OPITO
OCO Stage 2 Competence Reassessment Units

Competence Assessment Units
UNIT 5 Regulations and Safe Systems of Work
Unit Scope: This unit is about the planning and organising of crane lifting operations in
compliance with agreed procedures and statutory requirements.
5.1 Work to a prepared lifting plan and risk assessment

5.2 Contribute to a toolbox talk, to include discussing the crane lifting operations with
the banksman and slingers.
5.3 The roles and responsibilities of key personnel involved in an offshore crane lifting
operation.
5.4 The main requirements of the legislation that applies to offshore crane lifting
operations.
5.5 The key components of a safe system of work for crane lifting operations and the
typical documents that would be required.
5.6 Typical hazards associated with offshore crane lifting operations.
5.7 The typical unsafe areas and unsafe positions for personnel when undertaking
crane lifting operations.
5.8 How to check the suitability of laydown areas for the crane load.

© OPITO
UNIT 6 Checks to be undertaken on the Crane
Unit Scope: This Unit is about the pre-start, pre-operational and the operational function tests
that an offshore crane operator must undertake.
6.1 Conducted pre-start checks on the crane.

6.2 Conducted pre-operational checks on the crane.
6.3 Conducted operational and functional tests on the crane.
6.4 The main components of a typical an offshore crane, where they are located and
their principal functions.
6.5 Typical pre-start checks to be undertaken for an offshore crane.
6.6 Typical pre-operational checks to be undertaken for an offshore crane.
6.7 Operational and functional tests to be undertaken for an offshore crane.
6.8 The basic construction of crane wire ropes.
6.9 The maintenance and inspection that must be undertaken on crane wire ropes.
6.10 The discard criteria for wire ropes and slings.
6.11 Correct spooling and anchorage of ropes on drums.
6.12 How to inspect crane pennants, slings and hooks.
6.13 How the tension in slings changes with the angle of the sling.
6.14 The purpose of boom, hoist and slew limiting systems.

© OPITO
UNIT 7 Undertaking Crane Operations
Unit Scope: This Unit is about operating a crane in a safe and correct manner whilst
undertaking a range of lifting operations using different types of loads. It also includes
implementing correct shut down procedures and making the crane safe following a simulated
7.1 Lift, transfer and place the specified loads whilst undertaking the different types of
lifting operations detailed in List A - all within the safe working capacity of the crane.
7.2 Operate the crane following the planned load path avoiding proximity hazards and
ground hazards.
7.3 Correctly centering the hook over the load.
7.4 Apply safe operating techniques, to include: slew/swing control, height judgment,
and crane controls coordination.
7.5 Apply correct height/distance judgment techniques.
7.6 Simultaneously operated at least two crane control functions whilst raising or
lowering the load.
7.7 Correctly responded to the banksman’s hand signals and radio instructions.
7.8 Correctly implement shutdown procedures and making the crane safe following a
simulated installation emergency alarm.
7.9 Conduct a lift using the crane’s main block.
List A: Load Types

Each load type must be lifted separately i.e. the different load criteria specified below,
cannot be combined in any one lift.

4. Blind lift

© OPITO
7.10 The basic principles of crane stability and configuration.

7.11 The principals of sling selection.
7.12 Safe operating techniques to be employed.
7.13 The typical safety devices on a crane.
7.14 The safe working load of a crane.
7.15 Working load limit applicable to slings.
7.16 How dynamic loading can be applied to the crane and its effects.
7.17 The purpose of crane load charts.
7.18 How to use crane load charts.
7.19 The purpose of rated capacity indicators how they are used and the use of sea state
information.
7.20 The operation and purpose of constant rope tension systems.
7.21 The operation and purpose of manually operated overload protection systems.
7.22 The operation and purpose of automatically operated overload protection systems.
7.23 The main hand signals used for crane operations.
7.24 Radio communication protocols and the procedures when using radio
communications.

© OPITO
UNIT 8 Correctly Respond to Crane Malfunctions and Alarms
Unit Scope: This Unit is about the offshore crane operator correctly responding to typical crane
malfunctions and alarms.
The assessment must be conducted on a crane simulator.
The candidate must demonstrate the correct response to all of the following crane malfunctions
and alarms:
Crane Malfunctions Control Malfunctions

1 Diesel engine failure 1 Lock hoist joystick at current setting
2 Uncontrolled descent of the load 2 PLC failure: joysticks reversed
3 Uncontrolled descent of the boom 3 PLC low voltage: crane moves by itself
4 Limit switch failure
Load Malfunctions Alarms
1 Sling break 1 Low lube oil pressure
2 Load shift 2 High coolant temperature
3 Load / hook snagged 3 High hydraulic oil temperature
4 90%, 100% and 110% of SWL

© OPITO
SECTION C CENTRE RESOURCES
C.1 Location of Assessment
It is recognised that certain elements of competence assessment can be more robust when
carried out ‘on-the-job’. Accordingly, this Standard has been deemed suitable for ‘on-location’
assessment. However, prior to any such assessments taking place, OPITO-approved Training
and Assessment Centres must comply with the following requirements:
(a) Prior to initial approval, the Training and Assessment Centre will specify a single
onshore ‘approved site’ and advise OPITO of its intention to carry out assessments
remotely, i.e. ‘on-location’.
(b) Prior to initial approval, the Training and Assessment Centre will advise OPITO where
all their remote assessments are expected to take place. After approval is awarded,
any additional locations must be communicated to OPITO as and when they arise.
(c) The Training and Assessment Centre shall ensure the suitability of ‘on-location’
facilities and arrangements prior to each assessment.
(d) Documented evidence will be retained to show that assessment at the remote site
meets the criteria detailed in this OPITO standard including, but not limited to, facilities,
equipment and qualifications of relevant staff (see Section C2).
(e) Documented evidence shall be retained that record all measures required to assure the
quality and safety of ‘on-location’ assessment activities.
(f) All records must be retained at the single onshore ‘approved site’ (see Point (a) above).
(g) OPITO reserves the right to audit any or all of the remote sites operated by the Training
and Assessment Centre at any time.

© OPITO
C.2 Staff
In order that an assessment programme may be delivered successfully it is essential that the
right people are in place to support the programme.
OPITO-approved assessment centres must ensure that assessors are competent and qualified
to conduct the assessment of candidates undertaking the OCO Stage 2 Assessments.
Assessor Requirements
Assessors must:
(a) Be occupationally competent i.e. they must have a valid OPITO OCO Stage 3
certificate (*or equivalent OCO Stage 3 certificate) and a minimum of 3 years’
experience in the OCO role.
(b) Hold an industry-recognised assessor’s qualification e.g. A1, D33, L20, the
OPITO-approved Competence Assessor Certificate, or equivalent qualification.
(c) Fully understand the OPITO-approved Assessment Centre’s internal quality
assurance of assessment processes and practices.
(d) Fully understand the requirements of this Industry Standard
(e) Fully understand the OPITO requirements for recording assessment decisions
and securely maintaining accurate records of these.
(f) Participate in regular standardisation meetings or events to ensure a consistent
approach to assessment.
(g) Undertake and record continuing professional development (CPD).
*Approved centres must have a working plan to ensure that instructors that hold OCO Stage 3
non-OPITO certificates will become OPITO-approved Stage 3 competent Offshore Crane
Operators.

© OPITO
C.3 Facilities
OPITO-approved Assessment Centres must, as a minimum, comply with the following:

Administration arrangements must be made available to support candidates through the
assessment process and recording of the assessment outcome.
Practical assessments must be planned in advance to ensure that all the candidates get an
equal opportunity to demonstrate their skills - as specified in this Standard.
First Aid Facilities

Appropriate first aid facilities and equipment as specified in the OPITO-approved centre’s risk
assessments, and sufficient staff, trained in the use of the facilities and equipment.
All facilities must be maintained and where appropriate, inspected and tested in accordance
with current standards/legislation.
Risk assessments must be conducted and documented for all training facilities and equipment.
C.4 Equipment
As a minimum, the following equipment is required to meet the stated content of the standard:
1. Appropriate PPE e.g. safety helmets, safety boots. Also high-visibility vests for
candidates/assessors.
2. A variety of loads to be lifted as specified in List ‘A’ Unit’s 3 & 7.
3. A crane (refer to specification in section C.5). Note that OCO Stage 2 Competence
Reassessment can be completed in a simulator only.
4. A crane simulator (refer to specification in section C.5)
All equipment must be maintained and inspected and tested in accordance with applicable
legislation and standards. Certificates and maintenance schedules must be available at all times
for auditing purposes.

© OPITO
C.5 Crane Specification
Crane Types: to be used for Stage 2 Competence Assessment at onshore centres.
A crane and a crane simulator must be used for this Stage 2 Training Programme.
C.5.1 Crane types suitable for Stage 2 Training at onshore centres

Only the following crane types are considered suitable for Stage 2 training:
1. Pedestal-mounted cranes specifically designed for offshore applications – sometimes

also referred to as second and subsequent generation cranes. First generation offshore
cranes, or similar types, will be required to comply with the requirements for mobile
cranes as detailed in section C.5.3.
These cranes must be fitted with a boom of minimum length 30.5 metres.
2. Custom designed marine cranes located on vessels/ships where these cranes comply
with the mobile crane specification as detailed in section C.5.3
3. Mobile crawler mounted cranes complying with specification detailed in C.5.3
4. Mobile tyre mounted cranes, fitted with outriggers, complying with specification detailed
in C.5.3
C.5.2 Crane types NOT suitable for Stage 2 Training at onshore centres
1. Tower cranes.
2. Dockside cranes.
3. Ship-to-shore cranes and straddle carriers.
4. Shear legs (Scotch derricks)
5. Ringer mounted cranes
6. Cranes with a maximum rated capacity exceeding 200 metric tonnes.
7. Cranes with a maximum rated capacity under 1000kg.

© OPITO
C.5.3 Crane specification for Stage 2 Training at onshore centres
The following detailed specification will cover mobile crawler and mobile tyre-mounted crane
types only - as listed in C.5.1. When using this specification it should be remembered that these
are minimum requirements only and does not preclude suitable onshore cranes of a higher
specification.
It is not expected that mobile cranes which have a maximum rated capacity of less than 25
metric tonnes (with outriggers deployed) would exhibit the necessary ratings to cover the range
of required lifts to be undertaken.
C.5.3.1 Configuration: All mobile cranes must include the following features:
a) Full 360o superstructure slew in either direction.

b) Slewing speed must be greater than 0.5 rpm in either direction.
c) Hoist speed on a single fall and 5.0 tonne on hook must be at least 40 metres/minute.
d) Hoist speed on a single fall unloaded hook must be at least 50 metres/minute.
e) It must be possible to operate at least two crane motions (hoist/boom/slew)
simultaneously.
Boom: Lattice construction is preferred, however box type and telescopic booms are
acceptable provided the boom length is a minimum of 30.5 metres excluding any boom tip
extension or fly jib. Boom lengths made up of inserted sections are acceptable provided the
boom assembly can be made up on site.
Prime Mover: Diesel engine preferred which must incorporate a form of over speed device (rig
saver) and for mechanical transmission cranes the diesel engine must also have some form of
back driving prevention system. Electric prime movers must also comply with these
requirements.
Transmission System: Either hydraulic or mechanical transmission systems are acceptable

but all crane motions must be fitted with fail safe brakes. If a mechanical transmission system is
fitted then the following conditions are required to be met:-
1) No free-fall facility should be incorporated.

2) If clutches are an integral part of the transmission system then a positive engagement
feature must be incorporated into the design.
3) The power load lowering system must at least be effective with up to 2.5 tonne on the
hook.
4) It must not be possible to dis-engage clutches with any load on the hook.
Continued.

© OPITO
Control System: Electrical/hydraulic/pneumatic control systems are acceptable. All types of

controllers must be failsafe spring-centred to neutral and be clearly identifiable. An emergency
stop button must be positioned in a readily accessible position for the crane operator, actuation
of this control button must instantly shut down the prime mover and all crane motions must
cease.
Control Station: Control stations must be located on the crane revolving super - structure,
remote control stations and control of the crane from within the automotive cab are not
acceptable. Enclosed cab type control stations are preferred which conform to the following
requirements:-
(a) Full 360o all round visibility.

(b) Electronic safe load indicator (Rated Capacity Indicator)
(c) Two way radio communication facilities. Delegate operating the crane to get hands-free
voice-activated radio
(d) Manual operated warning horn
(e) Legible and suitably positioned load rating chart
(f) Illuminated control and surveillance panels for operations in the hours of darkness.
(g) Demisting facility on front and side windows.
(h) Cab must be of sufficient size to accommodate a second person standing behind the
crane operator.

© OPITO
C.5.4 Crane Simulator Specification
Crane Simulator Specification (minimum)

The crane simulator must be able to replicate the main functions of offshore cranes and must
have the following:
1. Offshore crane operators chair
2. Crane controls (Joysticks or equivalent)
3. Two LCD screens – one for boom-tip camera and one for the safe load indicator (SLI)
system
4. Crane panniers – one generic set
5. Instructors control station with PC/screens, instructor software, joystick, fly-around view.
6. Image generation (via projector onto screen/wall or through LCD Screens)
7. Sound and speaker system for crane sound effects
8. Full collision detection within the 3D world
9. Software capable of generating various offshore structures (rig types):
a. Fixed Installation
b. Floating (Semi-submersible or FPSO)
c. Vessels
10. Software capable of generating the main functions of various types of offshore cranes,
such as:
a. Offshore pedestal cranes (Rope-Luffer and King post)
b. Knuckleboom crane
c. Box-boom crane
11. Software for subsea operations, replicating lifting loads through the splash zone, to
include heave compensation, along with appropriate loads for subsea lifts. (Optional for
Stage 2 but will be required for Stage 3 subsea lifts)
12. Software capable of generating various types of supply/standby vessels along with
appropriate loads – CCU’s, hoses, tubulars, personnel lifting devices and control of
vessels.
13. Software capable of generating a variety of environmental conditions:
a. Wind speed and direction
b. Dark and bright conditions
c. Fog, snow and rain
d. Sea states varieties (wave height and length).
14. System allows full recording and printing of data generated by delegates/candidates
while working on simulator.
15. Software capable of generating a selection of crane malfunctions and alarms, as
specified within the relevant standard.
16. Software capable of generating emergency response scenarios, as specified within the
relevant standard.

© OPITO
SECTION D CERTIFICATION & ADMINISTRATION
D.1 Joining Instructions
The OPITO-approved Assessment Centre must provide the candidate either with a copy of the
OPITO-approved OCO Stage 2 Competence Assessment Standard or a link to the Standard on
the OPITO website - so that the candidate can make himself/herself aware of the requirements
of the Standard.
Prior to each programme commencing, candidates must sign a declaration indicating they have
read and understood a written statement regarding the nature of the programme and the need
for candidates to be in good health.
D.2 Validity and Renewal
The Offshore Crane Operator Stage 2 Competence Assessment Certificate is valid for two
years.
The Offshore Crane Operator Stage 2 Competence Reassessment Certificate is valid for two
years.

© OPITO
D.3 Certification
Candidates successfully meeting the OPITO-approved OCO Stage 2 Assessment and

Reassessment Standard will be issued with an OPITO Offshore Crane Operator Stage 2
Competence Assessment certificate.
OPITO-approved Assessments Centres are responsible for issuing a certificate directly to

the candidate that has successfully completed the assessment, and to the sponsoring company
(when required), or if the candidate is unsuccessful, providing the candidate and candidate’s
further training requirement.
Each certificate must indicate that the candidate has been assessed against and met the
required standard.
The certificate must contain the following:
(a) Assessment Centre name

(b) Full OPITO course title stating that it is OPITO-approved
(c) OPITO Registration Code
(d) Candidate's name
(e) Assessment date(s)
(f) Expiry date
(g) Unique Certificate Number (UCN) - Refer to OPITO UCN Guidance doc. for details
(h) Assessment Centre Signatory
D.4 Administration
Each candidate undertaking any OPITO-approved programme must be registered with the
Central Register (CR) operated by OPITO. Registration must be made by the OPITO-approved
Assessment Centre to OPITO within one week following the candidate’s successful OCO Stage
2 assessment or reassessment.
OPITO confirms that information on the registration form will be contained in a computerised
register which will be available to employers, prospective employers and training providers in
the oil and gas industry to verify training/assessment records. At all times, use of this data will
be strictly in accordance with principles laid down in relevant data protection legislation.

© OPITO
Glossary of Terms and Abbreviations
Assessor A suitably qualified and experienced person appointed by the OPITO-

approved Centre to make accurate and objective decisions as to
whether an individual’s knowledge and performance meet the
requirements specified in the relevant OPITO-approved standard.
Candidate An individual whose ability, knowledge and skills are to be assessed

against the expected performance requirements of the relevant OPITO-
approved standard.
FPSO Floating Production Storage and Offloading (structure or vessel)
Restricted Access A lifting operation where there are restrictions to the access of the load
to be moved or restrictions to the route of the load.
SWL Safe Working Load
TBT Toolbox Talk
Valid Certificate An authentic certificate which is in-date i.e. has not expired
WLL Working Load Limit

© OPITO
Appendix 1: OCO Stage 2 Knowledge Assessment Questions
Requirement
The OPITO-approved Assessment Centre must confirm that that the candidate is eligible to
undertake the OCO Stage 2 Assessment or Reassessment.
The Knowledge Assessment package (bank of questions for the written theory test) will be sent
to OPITO-approved centres by OPITO when they become approved to deliver the OPITO OCO
Stage 2 Competence Assessment programme.
The Written Theory Test
Important: OCO Stage 2 candidates cannot progress to the Stage 2 practical assessment or
reassessment until they have successfully completed the written theory test.
The written theory test is based on the underpinning knowledge and understanding criteria of
OCO Stage 2 Units 1 through 3 for the initial assessment and 5 through 7 for subsequent
reassessments.
The written test comprises 75 questions taken from the Bank of Questions which will be given
to assessment centres that have been approved to deliver the OPITO OCO Stage 2
Competence Assessment programme. Candidates will be allowed 90 minutes to complete the
test.
Pass mark for the written test is 80%.
Candidates that don’t achieve the required pass mark must be told the specific underpinning
knowledge and understanding criteria that they had not achieved – they will be allowed to keep
their own record of this.

© OPITO
Appendix 2: OCO Stage 2 Practical Assessment and Reassessment
Process
The OPITO-approved Assessment Centre must confirm that that the candidate is eligible to
undertake the OCO Stage 2 Assessment or Reassessment.
The Practical Assessment

The Assessment Centre must comply with the following criteria:
(a) The candidate must be briefed to ensure he/she knows how the assessment will be
conducted and what is expected of him/her during the assessment.
(b) The OPITO-approved Assessment Centre must provide candidate with relevant
lifting plans for the lifting operations to be undertaken, that have been approved by a
*competent person.
(c) The OPITO-approved Assessment Centre must provide candidate with risk
assessments for the lifting operations to be undertaken, that have been approved by
a *competent person.
(d) The assessor must provide feedback to the candidate following completion of the
practical assessments.
Notes for the Assessor
1. Where the assessment is conducted at the worksite, the tasks associated with the
practical assessment must be conducted within a realistic timeframe. The Assessor will
determine a reasonable timeframe for the candidate to complete each task – taking into
account worksite environment and activities.
2. An approved assessment checklist and record sheet must be used, and will be made
available to the Assessor (Refer to Appendix 3) by the OPITO-approved Assessment
Centre.

© OPITO
Appendix 3: OCO Stage 2 Competence Assessment Record
The following pages contain the OCO Stage 2 Competence Assessor Checklists and the
Assessment Record sheets.
Although OPITO-approved Centres may develop their own versions of the Assessor Checklist
and Competence Assessment Record, these must, as a minimum, include all the information
contained in the Assessor Checklists and Competence Assessment Record sheets specified
within this standard – see next pages for the Assessor Checklist and Assessment Record.
Checklist Notes
Assessment Performance Criteria
Checklist Reference numbers relate to Performance and Underpinning Knowledge and
Understanding Criteria specified in Unit 1.
Assessment Underpinning Knowledge and Understanding criteria

The Assessor can infer Underpinning knowledge and Understanding by:
(a) Observing the candidate performing the crane lifting task

(b) Asking the candidate questions during the assessment
(c) The candidate correctly answering the relevant questions from the written test (see
Section A6).
Checklist Abbreviations
VQ Verbal Questioning
OBS Observation
WT Written Test

© OPITO
OPITO OCO Competence Stage 2 Assessor Checklist

Assessment Centre
Assessment Centre Address
Candidate Name Employer No.
Assessor Name Employer No.
Unit 1 Regulations and Safe Systems of Work Performance
VQ /
Achieved
Ref No. Performance Criteria Y/N
OBS / Comments
WT
Work to a prepared lifting plan and risk

1.1 assessment.
Contribute to a toolbox talk; to include discussing

1.2 the crane lifting operations with the banksman
and slingers.
Assessor Signature Assessment Date
OCO Stage 2 Competence Assessment Rev 0 [Amendment NA Page 42 of 61

© OPITO

Assessment Centre

Underpinning
Unit 1 Regulations and Safe Systems of Work Knowledge &
Understanding
Achieved VQ / OBS
Ref No. Underpinning knowledge and Understanding Criteria Y/N / WT Comments
The roles and responsibilities of key personnel
1.3 involved in an offshore crane lifting operation.
The main requirements of the legislation that

1.4 applies to offshore crane lifting operations
The key components of a safe system of work for
crane lifting operations and the typical
1.5 documents that would be required.
Typical hazards associated with offshore crane

1.6 lifting operations.
The typical unsafe areas and unsafe positions for

1.7 personnel when undertaking crane lifting
operations
How to check the suitability of laydown areas for
1.8 the crane load.

© OPITO

Assessment Centre
Unit 2 Checks to be undertaken on a Crane Performance
VQ /
Achieved
OBS Comments
/ WT
Conducted pre-start checks on the crane.
2.1
Conducted pre-operational checks on the crane.

2.2
Conducted operational and functional tests on

2.3 the crane.

© OPITO

Assessment Centre

Underpinning
Unit 2 Checks to be undertaken on a Crane Knowledge &
Understanding
Achieved VQ /
Ref No. Underpinning Knowledge & Understanding Criteria Y/N OBS / Comments
WT
The main components of a typical an offshore
2.4 crane, where they are located and their principal
functions.
Typical pre-start checks to be undertaken for an
2.5 offshore crane.
Typical pre-operational checks to be undertaken

2.6 for an offshore crane.
Operational and functional tests to be undertaken

The basic construction of crane wire ropes.

2.8
The maintenance and inspection that must be

2.9 undertaken on crane wire ropes.
The discard criteria for wire ropes and slings.

2.10
Correct spooling and anchorage of ropes on

2.11 drums.
How to inspect crane pennants, slings and

2.12 hooks.
How the tension in slings changes with the angle

2.13 of the sling.
The purpose of boom, hoist and slew limiting

2.14 systems.

© OPITO

Assessment Centre

Undertaking Crane Lifting Operations
Unit 3 Performance
Achieved VQ /
Ref No. Performance Criteria Y/N OBS / Comments
WT
Lift, transfer and place the specified loads whilst
undertaking the different types of lifting
3.1
operations detailed in List A - all within the safe
working capacity of the crane.
Operate the crane following the planned load
3.2 path avoiding proximity hazards and ground
hazards.
Correctly centering the hook over the load.
3.3
Apply safe operating techniques, to include:

3.4 slew/swing control, height judgment, and crane
controls coordination.
Apply correct height/distance judgment
3.5 techniques.
Simultaneously operated at least two crane

3.6 control functions whilst raising or lowering the
load.
Correctly responded to the banksman’s hand
3.7 signals and radio instructions.
Correctly implement shutdown procedures and

3.8 making the crane safe following a simulated
Conduct a lift using the crane’s main block.
3.9
List A: Load Types: Each load type must be lifted separately i.e. the different load criteria specified
below, cannot be combined in any one lift.
4. Blind lift

© OPITO

Assessment Centre

Unit 4 Correctly Respond to Crane Malfunctions and Alarms Performance
Achieved VQ /
WT
4.1 Crane Malfunctions
4.1.1 Diesel engine failure
4.1.2 Uncontrolled descent of the load
4.1.3 Boom is falling
4.2 Load Malfunctions
4.2.1 Sling break
4.2.2 Load shift
4.2.3 Load / hook snagged
4.3 Control Malfunctions
4.3.1 Lock hoist joystick at current setting
4.3.2 PLC failure: joysticks reversed
4.3.3 PLC low voltage: crane moves by itself
4.3.4 Limit switch failure
4.4 Alarms
4.4.1 Low lube oil pressure
4.4.2 High coolant temperature
4.4.3 High hydraulic oil temperature
4.4.4 90%, 100% and 110% of SWL

© OPITO
OPITO OCO Competence Stage 2 Assessment Record

Assessment Centre
Vantage No (If applicable)

Unit Unit 1 OCO role
Unit Title Regulations and Safe Systems of Work
I can confirm that the candidate *has met / has not met the assessment criteria for this Unit
Assessor comments
*Delete as applicable
Feedback to Candidate:
Note: If the candidate has not met the Assessment Criteria for this Unit: state the reasons why, and suggested any training
requirement to address the competence gap.
Assessor
Sign
Date
Candidate
Candidate comments (optional)
Sign
Date

© OPITO

Assessment Centre

Unit Title Checks to be undertaken on the Crane
Assessor comments
Assessor
Sign
Date
Candidate
Sign
Date

© OPITO

Assessment Centre

Unit Title Undertaking Crane Lifting Operations
Assessor comments
Assessor
Sign
Date
Candidate
Sign
Date

© OPITO

Assessment Centre

Unit Title Correctly Respond to Crane Malfunctions and Alarms
Assessor comments
Assessor
Sign
Date
Candidate
Sign
Date

© OPITO

Assessment Centre
Unit 5 Regulations and Safe Systems of Work Performance
VQ /
Achieved
OBS / Comments
WT
Work to a prepared lifting plan and risk

5.1 assessment.
Contribute to a toolbox talk; to include discussing

5.2 the crane lifting operations with the banksman
and slingers.

© OPITO

Assessment Centre

Underpinning
Unit 5 Regulations and Safe Systems of Work Knowledge &
Understanding
Achieved VQ / OBS
Ref No. Underpinning knowledge and Understanding Criteria Y/N / WT Comments
The roles and responsibilities of key personnel
5.3 involved in an offshore crane lifting operation.
The main requirements of the legislation that

5.4 applies to offshore crane lifting operations
The key components of a safe system of work for
crane lifting operations and the typical
5.5 documents that would be required.
Typical hazards associated with offshore crane

5.6 lifting operations.
The typical unsafe areas and unsafe positions for

5.7 personnel when undertaking crane lifting
operations
How to check the suitability of laydown areas for
5.8 the crane load.

© OPITO

Assessment Centre
Unit 6 Checks to be undertaken on a Crane Performance
VQ /
Achieved
OBS Comments
/ WT
Conducted pre-start checks on the crane.
6.1
Conducted pre-operational checks on the crane.

6.2
Conducted operational and functional tests on

6.3 the crane.

© OPITO

Assessment Centre

Underpinning
Unit 6 Checks to be undertaken on a Crane Knowledge &
Understanding
Achieved VQ /
Ref No. Underpinning Knowledge & Understanding Criteria Y/N OBS / Comments
WT
The main components of a typical an offshore
6.4 crane, where they are located and their principal
functions.
Typical pre-start checks to be undertaken for an
6.5 offshore crane.
Typical pre-operational checks to be undertaken

Operational and functional tests to be undertaken

The basic construction of crane wire ropes.

6.8
The maintenance and inspection that must be

6.9 undertaken on crane wire ropes.
The discard criteria for wire ropes and slings.

6.10
Correct spooling and anchorage of ropes on

6.11 drums.
How to inspect crane pennants, slings and

6.12 hooks.
How the tension in slings changes with the angle

6.13 of the sling.
The purpose of boom, hoist and slew limiting

6.14 systems.

© OPITO

Assessment Centre

Undertaking Crane Lifting Operations
Unit 7 Performance
Achieved VQ /
WT
Lift, transfer and place the specified loads whilst
undertaking the different types of lifting
7.1
operations detailed in List A - all within the safe
working capacity of the crane.
Operate the crane following the planned load
7.2 path avoiding proximity hazards and ground
hazards.
Correctly centering the hook over the load.
7.3
Apply safe operating techniques, to include:

7.4 slew/swing control, height judgment, and crane
controls coordination.
Apply correct height/distance judgment
7.5 techniques.
Simultaneously operated at least two crane

7.6 control functions whilst raising or lowering the
load.
Correctly responded to the banksman’s hand
7.7 signals and radio instructions.
Correctly implement shutdown procedures and

7.8 making the crane safe following a simulated
Conduct a lift using the crane’s main block.
7.9
List A: Load Types Each load type must be lifted separately i.e. the different load criteria specified below, cannot
be combined in any one lift.
4. Blind lift

© OPITO

Assessment Centre

Unit 8 Correctly Respond to Crane Malfunctions and Alarms Performance
Achieved VQ /
WT
8.1 Crane Malfunctions
8.1.1 Diesel engine failure
8.1.2 Uncontrolled descent of the load
8.1.3 Boom is falling
8.2 Load Malfunctions
8.2.1 Sling break
8.2.2 Load shift
8.2.3 Load / hook snagged
8.3 Control Malfunctions
8.3.1 Lock hoist joystick at current setting
8.3.2 PLC failure: joysticks reversed
8.3.3 PLC low voltage: crane moves by itself
8.3.4 Limit Switch Failure
8.4 Alarms
8.4.1 Low lube oil pressure
8.4.2 High coolant temperature
8.4.3 High hydraulic oil temperature
8.4.4 90%, 100% and 110% of SWL

© OPITO

Assessment Centre

Unit Title Regulations and Safe Systems of Work
Assessor comments
Assessor
Sign
Date
Candidate
Sign
Date

© OPITO

Assessment Centre

Unit Title Checks to be undertaken on the Crane
Assessor comments
Assessor
Sign
Date
Candidate
Sign
Date

© OPITO

Assessment Centre

Unit Title Undertaking Crane Lifting Operations
Assessor comments
Assessor
Sign
Date
Candidate
Sign
Date

© OPITO

Assessment Centre

Unit Title Correctly Respond to Crane Malfunctions and Alarms
Assessor comments
Assessor
Sign
Date
Candidate
Sign
Date

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OPITO Approved Standard

Offshore Crane Operator Stage 2 Competence Assessment

OPITO APPROVED STANDARD

Offshore Crane Operator: Stage 2

Competence Assessment Standard

OPITO Standard Codes:

OCO Stage 2 Competence Assessment: 9036

Guidance on this standard is available by contacting OPITO at: Standards enquiries

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 2 of 61

Record of Changes to Standard

Any amendments to this Standard by OPITO will be recorded above

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 3 of 61

Introduction and Competence Route ...................................................................................... 5

OCO Stage 2 Competence Rev 0 [Amendment NA] Page 4 of 61

Introduction and Competence Route

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 5 of 61

Offshore Crane Operator (OCO) Key Stages

OPITO OCO Stage 2: Training, supervised workplace experience and assessment

OCO Stage 2 Competence Assessment programme: Candidates will be assessed against

OCO Stage 2 Competence Reassessment programme: OPITO-certified Stage 2 offshore

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 6 of 61

Offshore Crane Operator (OCO) Key Stages continued.

OPITO OCO Stage 3: Workplace experience and competence assessment

1. Fixed structures e.g. offshore platforms, jack-up rigs etc.

Related OPITO Offshore Crane Operator standards:

1. OPITO Offshore Crane Operator Stage 1 (Introductory) Training Standard

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 7 of 61

SECTION A OCO STAGE 2 COMPETENCE ASSESSMENT

A.1 OCO Stage 2 Competence Assessment Target Group

A.2 OCO Stage 2 Competence Assessment Candidate Pre-requisites

Candidates for OCO Stage 2 Competence Assessment require: [ A and B ] or [ C ] – see

(a) A valid OPITO-approved OCO Stage 2 Training Certificate

(c) A valid Stage 2 Non-OPITO Offshore Crane Operator certificate.

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 8 of 61

A.3 OCO Stage 2 Competence Assessment Physical and Stressful

OPITO-approved Centres are therefore required, as a minimum, to ensure that prior to

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 9 of 61

A.4 OCO Stage 2 Competence Assessment Aim and Objectives

A.5 OCO Stage 2 Competence Assessment Outcomes

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 10 of 61

A.6 OCO Stage 2 Competence Assessment Process

Candidate does not meet the Standard

A.7 OCO Stage 2 Competence Assessment Duration and Timing

The expected timings are:

A.8 OCO Stage 2 Competence Assessment Units

Unit 1: Regulations and Safe Systems of Work

The lifting operations must be either:

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 12 of 61

Competence Assessment Units

UNIT 1 Regulations and Safe Systems of Work

Unit 1 Performance Criteria

The candidate must demonstrate the following:

1.1 Work to a prepared lifting plan and risk assessment

Unit 1 Underpinning Knowledge and Understanding Criteria

The candidate must know and understand the following:

OCO Stage 2 Competence Assessment Rev 0 [OCT 2012] Page 13 of 61

UNIT 2 Checks to be undertaken on the Crane

Unit 2 Performance Criteria