BP Lifting Plan Outline

Guidance on the Categroisation/Planning/Risk Assessment and Implementation of
Lifting Operations UKCS-TI-014
Contents
Authorisation for Issue

Amendment Record
Amendment Summary
Distribution List
Preface
1 Introduction & Overview

2 Lifting Operations Control and
Management Review Process
3 Roles and Responsibilities
4 Training
Addendum 1 Definitions of Lift Categories

Addendum 2 Production Operations Lifting Plan Decision Flow
Diagram
Addendum 3 Lifting Plan & Risk Assessment Proforma
Addendum 4 Example Risk Assessment and Method
Statement
Addendum 5 Drilling Lifting Plan Decision Flow Diagram
1
1 Introduction & Overview

By their very nature, lifting activities can give rise to hazardous situations
resulting in serious harm to personnel, damage to plant and equipment, and
business loss. This document describes the regime which will be put in place
on all BPX sites to ensure that lifting operations are carried out safely, in
compliance with the requirements of The Lifting Operations and Lifting
Equipment Regulations 1998, SI 1998 No. 2307 (LOLER)
The key components of this regime are:
 Categorisation of the lift by agreed standard definitions
 Development and implementation of a suitable documented lifting plan

Suitable and adequate assessment of the risks associated with the
Lifitng operation
 Correct selection and use of appropriate equipment (Reference TI-012

Guidance on Lifitng Equipment Supply, Control and Operation)
Involvement of personnel suitably trained, experienced and assessed
as competent by the relevant authourised body
 Clarity on roles, responsibility and primacy – notably where co-

contractor interfaces are involved
 The approval, authorisation and where necessary endorsement of

lifting plans and their execution
 Maintenance of databases of approved risk assessments and lifting

plans, and of a current register of personnel competent in respect of
lifting operations
 Formal appointment of key personnel within the regime
It is BPX’s strategic intent that any additional technical expertise in the

execution of lifting operations will be sought from the BP Federal Mechanical
Handling Contractors (MHC), who will advise business unit Technical
Authorities and Site LOLER Representatives in respect of lifting operations on
BPX sites. Lifting plans for all activities shall be reviewed for completeness by
the Site LOLER Representative before work commences.
The Site LOLER Representative will ensure an appropriate level of

review for all routine and simple lifting plans before execution.
It is recognised that most lifting activities on BPX sites will be managed and
supervised by contractors other than the MHC, typical examples being:
 Siting of new equipment as part of a project being undertaken by the

Engineering and Modifications Contractor
2
 Supply boat offloading/ backloading being undertaken by the Platform

Services Contractor
 Day to day pick up/ layout of tubulars by the Drilling & Well Services
Contractor
Day to day handling of drilling tubulars and in the course of well control
activities involves a combination of routine, simple and complicated lifts.
However, these activities are categorised as being Routine Drilling Lifting
operations subject to full compliance with the controls and conditions laid out
in Addendum 1.
The assessment and planning of the above routine lifting operations will
usually be led by the contractors who are accountable for the safe delivery the
overall activity, and it is recognised that non MHC Contractors may have
sufficient in-house lifting expertise to assess, plan and execute lifting
operations.
However, for the purposes of assurance of operational and technical integrity,

BPX requires that the arrangements for those lifting operations categorised as
Complex are reviewed and endorsed by the MHC Support Engineer, on
behalf of the business Technical Authority/ Site LOLER Representative, prior
to work commencing
For those operations categorised as routine, simple or complicated the

approval of the lifting plans by a person suitably trained and qualified to
EMTA or ECITB Level 3 in rigging practices or equivalent, plus 10 years
(minimum) experience, (typically a Rigging Foreman) is sufficient, prior to
authorisation by the Site LOLER Representative. The Site LOLER
Representative at his or her discretion may consult the MHC Support
Engineer for guidance and further endorsement if there is any doubt as to the
categorisation of any lifting operation.
The MHC will supply technical expertise to other federal contractors in the
development of arrangements for lifting activities, as requested, on behalf of
the business Technical Authority or Site LOLER Representative.
To ensure uniform approach to lifting operations and procedures across all
BPX Sites and Installations, it is mandatory that all pre-lift assessments
should follow the definitions and format laid down in this Federal document.
2. Lifting Operations Control and Management Review Process
In the interest of Safety, preceding any mechanical handling lifting operation

being carried out, several factors should be taken into consideration:
 Responsibility for the planning and execution of the Lifting Operaton

must be established (“who is in charge of the lifting operation?”)
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 the lift must be categorised using one of the four agreed standard
definitions – Routine, Simple, Complicated, Complex.
 an appropriate lifting plan (and method statement where necessary)

must be developed by a suitably competent person, with input from
those involved in the operation
 a suitable and sufficient risk assessment must then be carried out to

ensure that the plan will manage all identified risks to ALARP, any
improvements identified then being fed back into the plan
 The Plan will then be approved, authorised and where necessary

endorsed by appropriate authorities, communicated to those involved
(toolbox talk) and executed by trained and competent personnel under
appropriate site controls
Defining each of these stages in turn:
 Approval - signifies the technical judgement by a suitably

qualified and competent person (Rigging Level 3 minimum)
that the lifting plan and controls is adequate to manage the
proposed activities Safely, consistent with the requirements
of BP’s responsibilities under LOLER

 Authorisation: - signifies the confirmation by the site LOLER
Representative that the correct management processes
have been followed in developing and approving the lifting
plan and the lifting operation can proceed subject to the
site work controls

 Endorsement: - signifies the review and acceptance of the
lifting plan by the MHC Support Engineer on behalf of the
PU Technical Authority. Endorsement is mandatory in respect
of Complex lifting operations and is at the discretion of the Site
LOLER Representative for complicated lifts


To assist with the risk assessment process the lifting operations have been
divided four categories, which are :
 Routine

 Simple

 Complicated

 Complex
4
Routine and Simple lifting operations are usually implemented using generic
lifting plans and risk assessments, each with clearly established criteria and
limitations, which are developed initially using the approach described above.
The generic plan is then reviewed at a toolbox talk prior to being implemented
by appointed competent personnel.
Complicated lifting operations require a written method statement in addition

to the lifting plan and risk assessment and the authorisation of the Site
LOLER Representative and where necessary the endorsement of the
Mechanical Handling Contract Technical Support Engineer, Structural
Engineer or the PU Technical Authority for lifting operations. The specific plan
is then reviewed at a toolbox talk prior to being implemented by appointed
competent personnel.
Complex lifting operations require additional engineering input from

Mechanical Handling Contrator’s Technical Support Engineer, Structural
Engineers or the Operating Sites equivelant Technical Authority for lifting
operations and/or other specialist contractors, which should be included in the
risk assessment and subsequent method statement and lifting plan. The
specific plan is then reviewed at a toolbox talk prior to being implemented by
appointed competent personnel.
Table 1 below gives an overview of the definitions of the lift types and
examples of their application. More detailed definitions of the lift types and the
control measures are included in Addendum 1.
Section 4 defines appropriate minimum levels of competence for each
category of lift.
Where the lifting activities – simple, complicated or complex – are likely to be

repeated over time, the risk assessments, lifting plans and method statements
should be held on file for subsequent review and re-use when required.
Routine activities by definition are repetetive, usually daily and weekly

intervals and as such the assessments, plans and any supporting procedures
once completed should be held on file. They must be continuously reviewed
to ensure they are current and reflect any changes to operating context.
It should be noted that there is an important link between LOLER and

PUWER (The Provision and Use of Work Equipment Regulations 1998). In
simple terms, PUWER applies to all equipment – including lifting equipment;
LOLER applies where the equipment is involved in a lifting operation. A
working definition for the purposes of this federal document is that if the load
being moved remains static in the event of any failure of the equipment that is
moving the load, then the operation is not classified as a lifting operation even
if lifting equipment is being used.
A practical example to illustrate this principle – developed from that cited in

the ACOP guidance to LOLER Regulation 2 – is that of a winch being used to
move a load across a level surface. PUWER applies to the winch, but LOLER
5
does not apply to this operation, as the load stops moving if the winch fails.
However, if the winch was being used to impart a sideways force during a
cross-hauling operation, then LOLER applies to the operation because, in the
event of a failure of the winch, the load would swing about the point of
suspension.
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Category Summary Description Typical Activity Control Measure

Routine Repetitive and frequent material and cargo handling duties Routine Deck warehouse & Competent Personnel to Level 1, Generic
Lift Carried out In good weather conditions Site Operations. Lifting Plan & Risk Assessment, Toolbox
With known weight of load and centre of gravity (CoG) Normal boat transfers and talk, Continuous Review, BPX Site LOLER
Utilising Cranes and Lifting appliances (Approved sling types and Pennants only). Drill Floor, BOP Deck works Representative authorisation, BPX Federal
activity. Handling drilling Lifting Procedures
tubulars for well construction
work.
Simple Infrequent, uncomplicated, low risk lifting operations Installation/Removal of small Competent Personnel to Level 1, Generic
Lift Known weight and CoG items of Rotating machinery, Lifting Plan Risk Assessment, and Toolbox
Using a single Lifting Appliance & Single set of Lifting Accessories attached to valves, etc., talk, Continuous Review. BPX Site LOLER
dedicated lifting points e.g. sling, shackle eyebolt Representative authorisation, BPX Federal
Explicit exclusions: A lift cannot be deemed simple if it is: in a confined / restricted Lifting Procedures Permit to Work
space; involves awkward shaped fragile items; involves cross hauling loads; involves
tandem lifts; involves traversing over live operational plant; is of extended duration
(more than 1 shift); involves using Soft Eye Flat Webbing type slings; Personnel lifting
for Access (Man-riding); does not have specific lifting attachments i.e. non certified
steel structural support members
Complicated Any lifting operation involving the following criteria: lifts that are difficult due to the Removal of pipe work Competent Personnel (level 3), Lifting Plan,
Lift nature of the load e.g. awkward shape, fragile, offset centre of gravity, lifts involving the sections, Large items of Written Method Statement, and Risk
use of multiple items of Lifting Appliances and Accessories, Including Soft Eye Flat rotating machinery and Assessment, Toolbox talks. BPX Site
Webbing slings; lifts requiring the Cross Hauling of loads; Tandem lifts; Personnel lifting valves transfers of large LOLER Representative and MHC Technical
for Access (Man-riding); Lifting within Sensitive Process Operations areas: loads (less items from boats/trucks Support Engineer Endorsement, BPX
than 2 tonne) that require the use of non certified steel support members. Federal Lifting Procedures Permit to Work
Explicit exclusions: All Lifts over “live” Plant on Hydrocarbon duty or any of the
above which require engineering input.
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Complex Conditions as for “complicated lifts” where in addition: Engineering Studies are required; Large items of rotating As for Complicated with the additional
Lift Lifts over “live” plant are required; Lift is sub-sea or involves divers; Adverse weather machinery and valves over requirement of Detailed MH Engineering
conditions are likely to effect safe lifting operations; heavy loads (greater than 2 tonne) live plant. Unusual heavy Study BP Technical Authority Endorsement,
where non standard lifting equipment is required e.g. non certified steel support Awkward lifts such as Xmas Hazard/Dropped Object review,
members; the financial value of the load is substantial; Arial rigging/fall protection is Trees
called for.
Table 1 Summary Decriptions of Lifting Categories
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3. Roles and Responsibilities
The LOLER Regulations require that every lifting operation involving lifting
equipment is:
 Properly planned by a competent person
 Appropriately Supervised
 Carried out in a Safe manner
Normally lifting activities involve several craft disciplines and authorities

(“stakeholders”) so any system set up to manage lifting operations safely must
recognise this inherent complexity and must ensure that roles and
responsibilites and the competencies for each activity are clearly defined,
recognised and there is a shared understanding of interfaces and boundaries
This section details the roles and responsibilities of these “stakeholders”.
Given the diversity of titles for similar roles across BPX operations, contract
strategies etc., the roles below are generic. However, each site and
Installation must translate and appoint to suit their own organisations.
With regard to lifting operations, some roles may be combined, e.g. Deck
Foreman and the Competent Person but it essential that these roles are
clearly stated in each Site or Installations SMS document and understood by
all.
The Generic “stakeholders” are:
 PU Technical Authority
 MHC Technical Support Engineer
 The OIM/ Site Manager
 The Site LOLER Representative
 The Site ‘Competent Person’
 MHC Site Representative and Crane Operator
 Area Authorities
 Performing Authorities
A Summary of individual responsibilites is shown in Table 2: Responsibilities for

Lifting Operations.
BPX PU Technical Authority

The BPX PU Technical Authority is responsible for providing the technical
overview for all categories of lifting operations on site . He is responsible for
ensuring all complicated and complex lifting operations are Engineered to the
relevant standards and for reviewing and approving and or endorsing as
appropriate the Method Statements and Lifting Plans for these categories of
lift, prior to their implementation offshore. He is responsible for ensuring that
the appointed Site LOLER Representatives and Competent Persons for the
control of lifting equipment have the necessary competence, and for providing
support and advice to installation/ site management and Site LOLER
Representatives. He is responsible for ensuring that the interface with the
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MHC runs smoothly, and for ensuring an appropriate involvement and level of
service from the MHC.
MHC Technical Support Engineer

The MHC Technical Support engineer is nominated as the person responsible
for providing technical expertise in support of all complicated or complex lifting
operations on the installation/ site. This includes the development of the
scope and/or the supervision of method statements, Lifting Plans and Task-
based Risk Assessments, discussions with specialist engineers and
contractors, ensuring all relevant Engineering standards are applied during
the development phase of the work scope and that the output from the
Engineering studies/ assessments are documented and recorded. He is also
responsible for the review and challenge or endorsement of complex lifting
plans and where necessary complicated plans where other specialist
contractors have prepared these, prior to authorisation by the Site LOLER
Representative.
The Offshore Installation Manager (OIM) or Site Manager (SM)
The Offshore Installation Manager (OIM) (offshore platforms) or Site Manager

(SM) (onshore facilities) has overall responsibility for all aspects of health and
safety on the Installation or Site. In order to support delivery of these
objectives in respect of lifting activities, the OIM/ SM makes two key
appointments, one to a management role - the Site LOLER Representative
the other to a technical role – the Competent Person for the control of lifting
equipment.
To ensure there is no conflict of interest, the two roles shall not be

combined.
The OIM/ SM shall appoint a Responsible Person – the Site LOLER

Representative - under Regulation 8 & 9 of The Lifting Operations and Lifting
Equipment Regulations 1998, SI 1998/No 2307 (LOLER) - to ensure that
good control and management of lifting operations is being exercised on the
Installation/ Site. This nomination shall be documented, with the signed
authorisation being displayed on the Installation’s/ Site’s noticeboard.
The OIM/ SM shall also appoint a Competent Person for the operation,
control and management of the physical lifting equipment - under Regulation
8 of ‘The Lifting Operations and Lifting Equipment Regulations 1998, SI
1998/No 2307’ (LOLER) – to ensure that the issue of lifting gear on the
platform/ site is controlled such that equipment is only issued to persons who
are competent to use it, and that the lifting equipment is regularly checked to
ensure continued fitness for use.
The Site LOLER Representative
The Site LOLER Representative has a managerial role, being responsible for
ensuring that a regime is established and maintained on the Installation/ Site
such that lifting operations are carried out safely, in compliance with the
requirements of ‘The Lifting Operations and Lifting Equipment Regulations
10
1998, SI 1998 No. 2307’ (LOLER), and the BPX Federal Lifting Operation and
Lifting Equipment Procedures on the Installation/ Site (these documents are
listed in Section 5). This will require:
 The Site LOLER Representative authorise all lifting plans and risk
assessments for all categories of lifts, supported by the Mechanical
Handling Contractor’s (MHC) support engineer and the BP Technical
authority for Lifting operations as appropriate. This includes ensuring
that it is clearly understood who is in charge of specific lifting
operations, and ensuring that primacy is clear in the case of co-
contractor operations.
 Ensuring, by documentary evidence, that all personnel involved with

any lifting operations on the site have been properly trained and
assessed as competent, to relevant industry/ national standards, and
that a register of such personnel is maintained on the installation/ site.
This includes resident site personnel and any ad-hoc personnel (such
as drilling crews, wireline personnel and ad-hoc Engineering
contractors). Close liaison will be required with employers of those
personnel to achieve the necessary levels of assurance of competence
to perform the specific category of lifting operation.
 Ensuring that the issue and control of lifting equipment on the platform
is rigorously controlled in accordance with BPX’s procedures as laid
down in UKCS TI 012 “Guidance on Lifting Equipment Supply, Control
and Operations”, by the nominated Competent Person for the control
of lifting equipment. The lifting equipment shall be only be issued to
those persons on the register who have the necessary competence
 Providing the continuous in house review to ensure compliance with

the regulations and company standards and procedures
The nominated Site LOLER Representative has overall accountability for

ensuring that the BPX Regime for lifting operations is applied on site. The
postholder should have the necessary management skills to ensure the
framework is established and used by the various stakeholders involved, and
to identify and resolve issues of interface and primacy. Although Technical
expertise in matters of lifting equipment and lifting operations is provided to
the Site LOLER Representative by the MHC, the LOLER Representataive
must have a good understanding of the inherent hazards associated with
mechanical handling operations and also be fully conversant with the
requirements of LOLER and BPX Procedures. Specific training shall be
undertaken by the Site LOLER Representative to ensure the necessary
knowledge and technical appreciation.
The Site ‘Competent Person’
The nominated “Competent Person” (for the control of lifting equipment) is a

technical appointment and on most BPX sites this is the Deck Foreman/Site
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Lifting and Rigging Supervisor. This person must have adequate technical
and practical knowledge and experience to inspect lifting equipment to
confirm continued fitness for use, answer queries about the suitability of lifting
equipment, to advise in respect of the development and execution of lifting
plans, and appreciate the competence regime such that they only issue
equipment to those sufficiently competent to use it.
The “Competent person” has the responsibility to :
 Manage and Control the rigging and lifting loft Inventory in line with the
requirements of the Regulations and BPX Procedures (this may be a
shared responsibility with the MHC on-site representative)
 Maintaining the database of Generic and Specific Lifting Plans and

Risk Assessments for the Site
 Maintain the register of Persons Authorised to perform lifting operations

on the platform
 Assist the MHC Technical Support Engineer/BPX PU Technical

Authority with the development of plans for complex lifts
 Devlopment and approval of LOLER Lifting Plans and Risk

Assessments for Routine, Simple and Complicated Lifts
 Continuous Review of Generic Lifting Assessments for Routine lifts
 Act as the Performing Authority for all complicated and complex lifting
operations as designated by the Site LOLER Representative
For all routine site lifting activities, deck and/or boat handling operations the
Deck Foreman or Site Lifting Supervisor will be responsible. He will also be
responsible for ensuring that all other persons within the deck and or rigging
crew are trained to the standards required by BPX and assessed as
competent to undertake their specific duties, and that adequate control is
exercised over designated lay down areas for loads .
MHC Site Rep/Crane Operator-Mechanic
MHC Site Rep/Crane Operator-Mechanic depending on his level of

qualification, may have the competence to be the nominated Competent
Person for lifting equipment control and for the development of routine and
simple plans e.g. Crane Driver – Mechanic. The MHC Site Rep/Crane
Operator-Mechanic will act as focal point and conduit to MHC Technical
Support Engineer onshore.
The crane operator-mechanic is responsible for ensuring that all servicing

routines have been carried out prior to crane operation to ensure that the
crane can function correctly and is available to carry out the necessary lifting
operations as required. The ultimate responsibility for loads being lifted or
moved by the platform crane resides with the Crane Operator who should
12
satisfy himself that the operation in hand has been risk assessed and included
in the toolbox talk at the start of the shift. No attempt should be made to lift
any load not subjected to an approved risk assessment or included in the
toolbox talk. He will also ensure that all equipment is returned to the rigging
loft prior to rigging loft 6 monthly change outs.
Area/Issue Authority (AA)

The Area Authority is responsible for controlling lifting operations with in their
area and for bringing to the attention of the PA any specific hazards they may
encounter during the execution of the work. Prior to authorising work involving
lifting operations, the area authority will satisfy himself that persons carrying
out the lift are formally deemed competent to do so.
Performing Authority (PA)

The PA, is responsible for ensuring all personnel involved in the lifting
operation are suitably quailified and have the necessary experience to
perform the category of lift specified on the LOLER Plan and Risk assessment
and that the lift is implemented safely and within the level and competency of
those in the team. The PA is also responsible for briefing the work party
involved in the activity prior to the task commencing.
Table 2: Responsibilities For Lifting Operations

Position Responsibility
PU Technical Authority a) Provide Techncial Authority Role to the
Site/Installation
b) Responsible for ensuring Engineering
Studies are conducted to the Standards
Required by BPX
c) Review, and endorse Lifitng Plans, and
Method Statements for all Complex Lifts
MHC Technical Support Engineer a) Development of Method Statements
for Complicated and Complex Lifts
b) Engineering review of proposals for tasks
identified as Complex Lifts
c) Provision of hard copies of training
course attendance and qualification
certificates
d) Ensure Lifting Equipment, including
specialist equipment, is supplied to
relevant BPX L.E. standards
OIM/Site Manager a) Certify that the necessary systems,
processes and procedures are in place to
manage and control Lifitng Operations on
site and ensure that roles and
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responsibilities for all personnel
associated with these regimes are clear
and understood
Site LOLER Representative a) Implementation of BPX Lifting regimes on
platform
b) Authorisation of Generic Risk
assessments for Routine Lifts
c) Provide assurance to the OIM through
documentary evidence that all personnel,
core and 3rd party, have the necessary
training, experience and competence to
undertake lifitng operations on site
d) Authorisation of Method Statements for
Complicated and Complex Lifts
e) Endorsement of the list of Persons
Authorised to Conduct Lifting Operations
f) Audit of process to ensure compliance
with BPX’s regime for lifting operations
Site “Competent Person” a) Continuous Review of Generic Risk
Assessments for Routine Lifts
b) Maintenance of paper and electronic
copies of Generic Risk Assessments for
Routine Lifts
c) Development and Approval of new
Generic Risk Assessments for Routine
Lifts as required
d) Maintenance of paper and electronic
records of Persons Authorised to conduct
Lifting Operations
e) Distribution of listings of Persons
Authorised to conduct Lifting Operations.
f) Development of Method Statements for
Complicated Lifts.
g) Performing Authority for complicated and
complex lifts
h) Supply and Control of non specialist lifting
equipment specified for the Lifting
Operation
i) Audit Specialist Contractors lifting
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equipment for compliance with BPX
Standards
MHC Site Rep/Crane Operator- a) Co-ordinate site requirements for Rigging
Mechanic Loft inventory
b) Responsible for the Safe Operation of the
Crane during Lifting
c) Management and control the Rigging loft
Inventory
Area/issue Authority a) Ensuring specified documentation is
supplied before proceeding with issue of
permits for permit controlled lifting
activities.
b) Ensuring Performing Authorities for
all Lifting operations are listed as
competent for undertaking task on the
work permit
Performing Authority a) Ensuring all personnel involved with the
Lifting Operation have the necessary
qualifications to implement the category
of lift being performed
b) Carrying out the toolbox briefing just
prior to the task being implemented
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4 Training and Competence Assurance
All personnel involved in mechanical handling and lifting operations on BPX

Installations/ Sites shall be trained to the relevant standard, has the requisite
experience and formally assessed as competent in the tasks to be
undertaken. Training for personnel involved in lifting operations shall be to
industry recognised standards and shall be undertaken at facilities approved
by one of the following accredited bodies: OPITO, EMTA, EICTB. The training
course curriculum for rigging personnel should be designed to assist the
candidate to progress easily to the SQV level for rigging and lifting, particularly
for rigging supervision.
It is the responsibility of the employer to ensure that their personnel are

trained in accordance with these requirements, and to ensure the required
standards are maintained BPX recommend that refresher training is carried
out at intervals of not more than 3 years.
Documentary evidence of training and competence assurance will be

required before any person is authorised to perform lifting operations on the
installation/ site.
A register of competent personnel authorised to undertake lifting operations

shall be maintained on the installation/ site, to assist with the control of
equipment issue and with the allocation of tasks.
Ongoing competence of all personnel authorised to perform lifting operations

shall be monitored by the installation/ site competence assurance standards.
It is the responsibility of the employer to ensure that their employees’
competency profiles are maintained and current. The minimum acceptable
training and competency standards for the various disciplines and categories
of lifting operation are set out below in Table 3 Training and Levels of
Competency Requirements.
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Table 3: Training and Levels of Competency Requirements
Role Category of Lifting Recommended Training Suggested Training Level of

Operation Course Providers Competency
Required
Craft Technician Routine and Simple  Rigging Technician North Sea Lifting (NSL) Level 1
(Refresher training interval 2 Sparrows Offshore, A1
years) Services
Deck/Site Crew Routine and Simple  Rigging Technician North Sea Lifting (NSL) Level 1
Roustabout/Drill  Banksman and Slinging Sparrows Offshore, A1 Level 1
Crew  Fork Lift Truck (Onshore) Services
(Refresher training interval RTITB or
3 years) Equivelent
Rigger All Categories  Rigging and Lifting North Sea Lifting (NSL) EMTA Level
 Lifting Gear Examiner Sparrows Offshore, A1 2/ECITB Level 3
(Optional) Services Certificate of
(Refresher training interval 3 Training and
years) Competency
Site “Competent All Categories  Rigging and Lifting North Sea Lifting (NSL) EMTA Level
Person”  Lifting Gear Examiner Sparrows Offshore, A1 2/ECITB Level 3
17
 (Mandatory) Services & SVQ

(Refresher training interval 3
years)
Crane Operator Boat and Deck lifts  Crane Operator Sparrows Offshore OPITO Level 3
(Refresher training interval 2
years)
Site LOLER  LOLER Awareness North Sea Lifting (NSL) Certificate of
Representative Sparrows Offshore, A1 Training
Services
MHC Support  LOLER Awareness North Sea Lifting (NSL) Certificate of
Engineers  Mechanical Handling Sparrows Offshore, A1 Training &
PU Technical Engineers Services Competency
Authority
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5. Listing of BPX Standards and procedures for Lifting

Equipment and Lifting Operations
BPX Controlled Documents
The following documents from the BPX UKCS Harmonised SMS detail BPX’s
standards and procedures in respect of Lifting Equipment and Lifting
Operations.
SMS Technical Integrity Bookshelf:
UKCS-TI-012: Guidance on Lifting Equipment Supply, Control and Operations

UKCS-TI-013: Colour coding procedure for portable, fixed and circulating
lifting equipment
UKCS-TI-014: Guidance on the requirements for risk assessment for lifting
operations on offshore installations
UKCS-TI-015: Pedestal crane slew bearing maintenance strategy
UKCS-TI-016: Offshore pedestal crane inspection and maintenance strategy
Contractor and Supplier Management
UKCS-CSM-001: SMS Interface Cranes - OCE
UKCS-CSM-002: SMS Interface Cranes - Sparrows
Third Party Documentation
BP endorses the following third party documents as appropriate working

references for personnel involved with lifting operations on BP sites:
 North Sea Lifting – International Rigging and Lifting Handbook (2001

Revision)
 Sparrows Crane Operator, Banksman and Slinging Integrated Safe

Operations Procedures Doc.No SI01_R03A4
 Offshore Crane Engineering, “Lifting Operations - Integrated Working

Procedure” Document: OPP-001
1
Addendum 1
Definitions of Lift Categories
Category 1: Routine Lifting Operation
Routine, uncomplicated lifting operations are performed regularly (at least on

a daily or weekly basis) that involve basic slinging practices and the use of
mechanical equipment such as cranes, chain hoists etc., implemented by
people who are suitably trained to the required standards for this category of
lifting operation and have the requisite experience. On most BPX sites these
lifting operations involve majority of routine deck operations, boat transfers
and the unloading/loading of road transport vehicles etc. A generic LOLER
risk assessment, covering all aspects of these operations must be conducted
and subjected to continual review to ensure any changes in prevailing
conditions are identified and taken into account. The risk assessment must
involve all personnel involved in the execution of the lift and be approved by
the BPX site nominated Site LOLER Representative for lifting operations.The
technique and format for this assessment should be similar to that of a Hazard
and Operability (HAZOP)/Failure Mode Effect Analysis (FMEA) study where
all applicable hazards are identified and control measures put in place to
mitigate the consequence of the perceived hazard. To enable all aspects of
the lifting operations to be captured the assessment team should consist of all
personnel involved in the activities, typically the deck or yard crew, Crane
Operator/Mechanic, Mechanical Handling Technical Support Engineer, Site
Safety Adviser and the nominated Site LOLER Representative and /or the
relevant BU Technical Authority. The product of the assessment should be an
approved procedure and plans for the routine lifts.
Drilling lifting operations require a combination of competence in both lifting

and drilling activities. Under TI-014, Routine Lifting Operations associated with
tubing/casing handling on the Drill floor, BOP Deck and Pipe deck can be
categorised as a mixture of routine, simple and complicated. Therefore for all
routine lifting operations associated with Drilling operations is to be
categorised as Routine and will require a generic risk assessment to be
developed and approved. The drill crew, providing they are trained, have the
requisite experience and assessed as competent to Level 1 (see section 4
table 3) may execute lifts for drilling operations that are classified as routine,
simple, and complicated but only if all the conditions below are satisfied:
1 The lift is for drilling operations and not maintenance of drilling
2 The lift is on or above the rig floor / pipe deck or other drilling areas
provided that the appointed platform competent person has agreed that
the drill crew can execute the lift.
2
3 The lift has been assessed under TI 014 and the required Lifting Plan and
Risk Assessment and where applicable a method statement has been carried
out.
4 The risk assessment recognises that the lift is to be carried out by the drill
crew.
5 All persons involved in using lifting equipment have received training

recognised by BP as equivalent to an OPITO approved Banksman and
Slingers course and will have at least 12 months drilling operations
experience in the previous two years.
6 One person is appointed as in charge and in control of the lifting

operation. He will be qualified to a minimum of Level 1 rigging and
lifting course from an OPITO approved training provider and must have
at least three years drilling operations experience in the previous four
years.
7 The Senior Tool pusher will maintain a register of persons appointed as

competent to supervise lifting operations under this dispensation on the
drill floor, BOP and Pipe decks.
8 A formal, rig site assessment is carried out by a D32/D33 assessor is

made of persons appointed to supervise lifting operations on the drill
floor
The use of permanently installed drilling equipment like the draw works,
bridge racker and iron roughneck is already covered in existing drilling DOGS
and their competence and management controls and is excluded from this
document.
This instruction is intended to ensure the safety of lifting operations for all
routine lifting and handling activities associated with drill floor operations.
An example of the output from a typical risk assessment and method

statement, for routine deck and cargo handling operations, carried out on the
Eastern Trough Area Project (ETAP) operating assets, is given in Addendum
4.
Category 2: Simple Lifting Operations
Simple or basic lifting operations are those lifting operations that involve the
use of basic lifting accessories e.g. overhead travelling gantry cranes or
manual hoists suspended from dedicated lifting structures such as runway
beams, davits pad eyes etc., directly above the load. The load being lifted
must have certified lifting points and the weight of the load known. The
persons involved in this category of lift must be trained to the required
standards and assessed as competent to perform lifting operations under this
category. These operations will be ‘one-off’ tasks involving a lift with only one
3
single item of lifting appliance and one set of lifting accessories e.g. sling
shackle eyebolt, being employed at any one time. The use of generic lifting
plans, accompanied by risk assessements and toolbox talks will be adequate
for this category of lift. The plans must be developed by the nominated BPX
site “competent person” for lifting operations and endorsed by the Site LOLER
Representative. Copies of plans and risk assessments should be stored and
maintained at site in either electronic or paper format.
Category 3: Complicated Lifting Operations
Complicated lifting operations are those lifts which are difficult to implement,
due to the nature of the load, awkward shape, offset or high centre of gravity,
fragile, containing liquids, require the use of soft becket eye flat webbing type
slings, lifts with loads equal to or less than 2 tonne that have no dedicated
lifting attachments and require the use of non certified steel structural support
beams (see note below). The lift may require to be rotated, cross hauled using
two or more items of lifting equipment, or for tandem lifting operations using
more than one lifting appliance. This category of lift must only be undertaken
by personnel who have the relevant core skills and experience in
implementing this category of lifting operation. They must also have been
trained to the required standard, have the requisite experience and formally
assessed as competent to undertake complicated lifting operations. A toolbox
talk will be required, addressing the lift to being undertaken, and copies of
plans and risk assessments maintained at site in either electronic or paper
format.
For lifting operations categorised as Complicated the method statement and

lifting plans will be developed by the site Competent Person(s) who must be
suitably trained to the required standards and experienced in Mechanical
Handling lifting operations.
Note: The method statement and lifting plans must be approved by the Site
LOLER Representative and if deemed to be necessary, endorsed by the
MHC Technical Support Engineer. For complicated lifts involving the use of
non certified steel structural support members approval must be sought from
a suitably qualified structural Engineer.
Category 4: Complex Lifting Operations
Complex lifts can be any of the above three categories but with additional
hazards, eg, extremely heavy loads or loads with significant finanancial value,
lifts performed in confined spaces, restricted head room, lifting loads over live
or unprotected plant containing hazardous substances, lifting operations sub-
sea or involving divers, lifts utilising floating cranes or other specialist lifting
equipment or services, lifts greater than 2 tonne which involve the use of non
certified steel structural support members. As for complicated lifts using non
certified steel structural support beams the involvement of a suitably qualified
structural Engineer in the development and approval process of the lifting
plan is mandatory.
4
If the Complex lifting operation is developed and implemented by expertise

other than the BPX’s MHC, it is essential that the method statements and
lifitng plans are reviewed and endorsed by the BPX MHC Technical Support
Engineers on behalf of the BPX site Technical Authority for lifting operations.
5
Addendum 2
Production Operations Lifting Plan Decision Flow
Diagram
6
Addendum 3
Risk Assessment Proforma
1 Rigging and Lifting Operations
2 Part 1 – Routine Lifts
3 Part 2 – Routine Lifting Operations
4 Part 3 – Complicated Lifts
5 Part 4 – Complex Lifts
7
RISK ASSESSMENT FORM FOR RIGGING AND LIFTING OPERATIONS
Risk Assessment No. _______________________
The object of the risk assessment is to identify and eliminate any hazards in the lifting
operation, define the level of difficulty of the task and determine the skill level of the
personnel required to perform that particular activity safely. This document will also
highlight any needs for further training.
Category of Lifting Operation:

Person Responsible for Lifitng Operation:
Performing Authority:
Personnel To Be Involved:
Date of Lift:
Please complete the result table below once the relevant parts of the risk
assessment has been completed.
Result of risk assessment: (tick appropriate box)

1 Stop! - Further engineering input required.
2 Caution! - Rigging personnel must perform operation.
3 Go - Proceed with lifting operation.
If the lift is to proceed, please enter in the box below, any special instructions and/or
safety measures to be taken:
Name: Job Title: Date:
Once the lift has been safely completed, please note in the box below any problems
encountered and how they were overcome, also any suggestions for doing the lift
more efficiently/ safely.
Job Completion Feedback:
Name: Job Title: Date:
8
LIFT CATEGORISATION ASSESSMENT

Part 1 – Routine Lifting Operations Check List
SEVEN Basic Questions YES NO
1 Has the lifting operation been performed before?
2 Is there a documented lifitng plan and lifitng operation risk

assessment in place?
3 Are you experienced with all the lifting equipment to be used?
4 Has the load been checked and made ready for lifting (e.g. sea
fastenings released, hold-down bolts removed)?
5 Have you the experience to lift a load of this weight?
6 Is the lift in an area free from obstructions and other possible

hazards?
7 Can the lifting operation be carried out without the use of Soft
Eye Flat Webbing Slings
If the answer to any of the above is “NO” go to Stage 2 of the Lifting Operation
Assessment Procedure.
If the answer to all seven questions above is “yes”, proceed with the
Routine lifting operation in accordance with the relevant Lifting Plan
and/or Risk Assessment.
Assessment Part 1 performed by ……………………………..……….
Job Title..........................
Date ………………..
9
Part 2 – Simple Lifting Operations Check List

Questions YES NO
1 Is the Lifting Operation to be undertaken by a single lifting appliance only?
2 Do you know the weight of the load and does the lifting operation appear to
be straightforward?
3 If the load is heavier than you normally handle, do you have the relevant
permission and/or permit?
4 Is there a crane or certified support steelwork (e.g. runway beam or lifting
eye) directly above the load?
5 Does the load have certified lifting points (lifting eyes/collar eyebolts, etc.)
fitted and if not, can slings be wrapped around easily (e.g. no sharp edges,
load not fragile, etc.)?
6 Is there ample headroom for the lifting appliance and slings?
7 Is the lift stable (e.g. center of gravity below lifting points)?
8 Is the lift balanced (e.g. center of gravity in the middle) or fitted with special
slings to compensate?
9 Is the load free to be lifted (e.g. sea fastenings released, all hold-down bolts
removed, not jammed, etc.)?
10 Is the removal route clear of any obstructions?
11 Can the removal (lift, transfer and landing) be performed without cross
hauling?
12 Is there a suitable lay down area and does the load come within the
allowable load bearing capacity of the ground/ deck?
13 Are you experienced in using all the lifting equipment and gear involved?
14 Can the lifting operation be carried out without the use of Soft Eye Flat
Webbing Slings
If the answer to any of the above is “NO” go to Stage 3 of the

Lifting Operation Assessment Procedure.
If you can answer, “yes” to all the above, proceed with the lift as per the
BPX requirements for Simple Lifts.
Assessment Part 2 performed by ………………………………………

Job Title..................................
Date ……………
Note: (1) to Supervisors: If you can give solutions to the above negatives to
allow the lift to proceed safely, write the instructions in the box below and if
you cannot supply a solution, seek guidance from the Site LOLER
Representative before proceeding with the lifting operation.
10
Solutions to overcome the above problems:
11
Part 3 - Complicated Lifting Operations Check List (must be carried out by

qualified Riggers, or personnel with similar qualifications and skills in dealing
with awkward loads)
The personnel about to perform the lifting operation shall complete the table
below. Delete Yes or No against each factor to indicate which are applicable
and specific to this lifting operation and indicate whether or not you have the
relevant experience to deal with them during execution.
IDENTIFIED HAZARD Applicable Experienced

in the
execution of
the L.O.
1 Load has C of G above the lifting points or a high C of G. Yes/No Yes/No
2 Load has an offset centre of gravity. Yes/No Yes/No
3 Load has to be cross-hauled or restrained. Yes/No Yes/No
4 Load does not have specific lifting attachments. Yes/No Yes/No
5 Load is fragile. Yes/No Yes/No
6 Load has a large surface area, which may act as a sail. Yes/No Yes/No
7 Load requires two sets of rigging or two appliances for Yes/No Yes/No
tandem lifting
8 Load has to be rotated (overturned). Yes/No Yes/No
9 Yes/No Yes/No
Load is greater than 2 tonne and non certified steel
structural support members are to be used in the lifting
operation
If you can answer Yes to Any of the above go to Part

4 of the Lifting Operation Assessment Procedure
If you can answer, “No” to all the above, proceed with the lift as per the
BPX requirements for Complicated Lifts.
Assessment Part 3 performed by …………………………………………

Job Title............................
Date …………...
Approved/Endorsed By……………………………………………….
Job Title………………………………………
Date…………………………….
12
Note: (2) to Supervisors: if you have any experience and can advise
personnel involved in the lifting operation how to deal with the complication,
allow the task to proceed but only under your guidance. However if you
decide that the operation is out with the scope of your competence please
indicate the reasons applicable in the table in Part 4 complicated lifts before
passing it to the nominated Technical Authority for Lifting Operations on the
site.
13
Part 4 Complex Lifting Operations Check List

Lifting operations or conditions, which would merit additional engineering
input.
REASONS FOR REQUESTING ENGINEERING INPUT Tick Box

Where
Applicable.
1 The lifting operation involves divers.
2 The lifting operation is sub-sea.
3 The load will be travelled over unprotected process plant/
machinery.
4 The load is extremely heavy and or involves the use of non
certified steel structural support members for loads greater
than 2 tonne
5 The lift involves a floating crane.
6 The load is extremely valuable
7 The lift is in a confined space.
8 The lift is in an area with very restricted headroom.
9 Other reason:
Lifitng Plan/Method Statement and Risk Assessment Part 4 performed by

………………………………………
Job Title.......................................
Date ……………….
Approved/Endorsed By (delete as applicable)
…………………………………………………………….
Date………………………..
14
Addendum 3
Lifting Plan Proforma
LIFTING PLAN
Sketch of Rigging and Lifting Equipment

Note :This is proforma is for guidance and can be substituted if required.
Details of Work to be Carried Out (weights , sizes, centre of gravity of components,

lifting points etc)

Specific Hazards Identified (refer to the Risk Assessment Form)
15

Equipment To be Used

UKCSTI014_008.doc
16
Addendum 4
Example Risk Assessment and Method

Statement
17
Addendum 5
Drilling Operations Lifting Plan Decision Flow Diagram
18
19

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Guidance on the Categroisation/Planning/Risk Assessment and Implementation of

Lifting Operations UKCS-TI-014

Authorisation for Issue

1 Introduction & Overview

Addendum 1 Definitions of Lift Categories

1 Introduction & Overview

 Categorisation of the lift by agreed standard definitions

 Development and implementation of a suitable documented lifting plan

 Correct selection and use of appropriate equipment (Reference TI-012

 Clarity on roles, responsibility and primacy – notably where co-

 The approval, authorisation and where necessary endorsement of

 Maintenance of databases of approved risk assessments and lifting

 Formal appointment of key personnel within the regime

It is BPX’s strategic intent that any additional technical expertise in the

The Site LOLER Representative will ensure an appropriate level of

 Siting of new equipment as part of a project being undertaken by the

 Supply boat offloading/ backloading being undertaken by the Platform

However, for the purposes of assurance of operational and technical integrity,

For those operations categorised as routine, simple or complicated the

2. Lifting Operations Control and Management Review Process

In the interest of Safety, preceding any mechanical handling lifting operation

 Responsibility for the planning and execution of the Lifting Operaton

 an appropriate lifting plan (and method statement where necessary)

 a suitable and sufficient risk assessment must then be carried out to

 The Plan will then be approved, authorised and where necessary

Defining each of these stages in turn:

 Approval - signifies the technical judgement by a suitably

Complicated lifting operations require a written method statement in addition

Complex lifting operations require additional engineering input from

Where the lifting activities – simple, complicated or complex – are likely to be

Routine activities by definition are repetetive, usually daily and weekly

It should be noted that there is an important link between LOLER and

A practical example to illustrate this principle – developed from that cited in

Category Summary Description Typical Activity Control Measure

Table 1 Summary Decriptions of Lifting Categories

3. Roles and Responsibilities

 Properly planned by a competent person

 Carried out in a Safe manner

Normally lifting activities involve several craft disciplines and authorities

A Summary of individual responsibilites is shown in Table 2: Responsibilities for

BPX PU Technical Authority

MHC Technical Support Engineer

The Offshore Installation Manager (OIM) or Site Manager (SM)

The Offshore Installation Manager (OIM) (offshore platforms) or Site Manager

To ensure there is no conflict of interest, the two roles shall not be

The OIM/ SM shall appoint a Responsible Person – the Site LOLER

The Site LOLER Representative

 Ensuring, by documentary evidence, that all personnel involved with

 Providing the continuous in house review to ensure compliance with

The nominated Site LOLER Representative has overall accountability for

The Site ‘Competent Person’

The nominated “Competent Person” (for the control of lifting equipment) is a

 Maintaining the database of Generic and Specific Lifting Plans and

 Maintain the register of Persons Authorised to perform lifting operations

 Assist the MHC Technical Support Engineer/BPX PU Technical

 Devlopment and approval of LOLER Lifting Plans and Risk

 Continuous Review of Generic Lifting Assessments for Routine lifts

MHC Site Rep/Crane Operator-Mechanic

MHC Site Rep/Crane Operator-Mechanic depending on his level of

The crane operator-mechanic is responsible for ensuring that all servicing

Area/Issue Authority (AA)

Performing Authority (PA)

Table 2: Responsibilities For Lifting Operations