Lifting and Rigging Standard

Chevron Environmental Management

and Real Estate Company (CEMREC)
Standard
Lifting and Rigging

Version Date Originator Description

January 20, 2020 Bill Cottrell CBRES and EMC combined standard

© 2020 by Chevron U.S.A. Inc.

This document contains Chevron’s confidential and proprietary information. Use of this document is prohibited,
except as authorized by Chevron U.S.A. Inc. and/or its affiliated Chevron companies.
Lifting and Rigging

Table of Contents
Table of Contents ................................................................................................................................ 3
Introduction .......................................................................................................................................... 3
Requirements ....................................................................................................................................... 3
Roles and Responsibilities ................................................................................................................. 8
Key Terms and Definitions ................................................................................................................. 9

Introduction
Lifting and Rigging procedures are designed to help prevent injuries to personnel, property damage and
adverse environmental impact. Lifting and Rigging is the process by which loads are rigged, lifted and
moved using mechanical devices.

This standard does not apply to equipment that is not specifically designed for Lifting and Rigging
purposes and activities such as elevated work platforms, man lifts and forklifts (unless configured to hoist,
lower and horizontally move a suspended load) that may be used for lifting operations.

This standard defines corporate and Chevron Environmental Management and Real Estate Company
(CEMREC) requirements for Lifting and Rigging activities.

Requirements
A written program for Lifting and Rigging procedures shall be in place and include the following elements
at a minimum. These requirements apply to work performed by Chevron employees, their delegates and
contractors within (CEMREC).
A. Lifts shall be planned and, if required, documented (e.g., Lift plan) before starting work and shall
include but not be limited to the following:
1. Document the steps necessary to properly and safely conduct a lift specified by qualified
personnel.
2. Confirm the weight and center of gravity of the object to be lifted.
3. Establish pick up and lay down zones that are within the lifting/rigging equipment manufacturer’s
recommended load lifting radius.
4. Ensure that the load path from the pickup zone to the lay down zone is clear of obstructions, has
adequate lighting and established escape routes.
5. Establish a line of fire zone and ensure that it is clear of all non-essential personnel.
6. Establish the requirement for signal personnel.
7. Ensure that communications (e.g., voice, radios and hand signals) are established and agreed to
for personnel involved in lifting operations.
8. Ensure that any restraints (e.g., hold-down bolts, sea fastenings or similar devices), debris or
obstructions to the load are removed prior to conducting the lift.

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9. Ensure that there is sufficient space for outrigger deployment and that ground conditions are
suitable (including any potential underground hazards such as utilities and voids) for mobile crane
lifting operations.
10. Ensure that loose items are placed in appropriate certified containers (e.g., cargo carrying units)
so that materials do not protrude outside the container.
11. Consider the suitability of weather, wind, sea state and environmental conditions prior to
conducting the lift.
12. Blind lifts require a minimum of two qualified riggers. One must be the designated signal person,
who must be positioned in a location continuously visible to the crane operator.
13. Ensure that lifting/rigging equipment controls are not bypassed or inhibited (unless designed for
this application and/or according to the OE Corporate and CEMREC Required Bypassing Critical
Protection Standard).
B. No non-certified fabricated or modified Lifting and Rigging equipment shall be used.
C. Lifting and Rigging equipment shall meet the following:
1. Engineered and certified for intended use.
2. In good working order/condition as verified through written pre-use and periodic inspections.
• Including annotation of inspection and safe working loads (e.g., color codes, tags and/or
documented)
3. Properly installed and supported.
4. Used within the specified limits of the manufacturer.
5. All safety devices are in proper working order.
6. Used in accordance with applicable legal requirements, as well as Chevron standards and
industry best practices.
D. Crane safety equipment and operational aid requirements shall meet manufacturer's
recommendations, SBU’s/facilities requirements, and shall be defined (e.g., crane level indicators,
boom/jib stops, foot pedal locks, horns, boom hoisting limiting device, anti-two block devices, load
charts, weight indicators, load limiting devices, stingers and similar devices).
E. Cranes and/or lifting equipment shall not be moved when the boom is elevated or in a working
position unless manufactured for pick and carry purposes.
F. Assembly and disassembly of cranes shall be under the direction of a competent and qualified
assembly/disassembly director and shall be in accordance with applicable legal requirements, as well
as Chevron standards and/or accepted best practices.
G. The use of floating cranes/derricks or land cranes/derricks on some means of floatation shall meet
applicable legal requirements as well as Chevron standards and/or industry best practices.
H. Minimum clearance distance (Lift Equipment Height or Length + Load Length + At Least minimum
clearance distance) to energized power lines for Lifting and Rigging operations shall meet the
following requirements shown below:

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Voltage Minimum (proximity) Clearance Distance (feet)

(nominal, KV, alternating current)
Up to 50 10 (3.1 meters)

Over 50 to 200 15 (4.6 meters)

Over 200 to 350 20 (6.1 meters)

Over 350 to 500 25 (7.6 meters)

Over 500 to 750 35 (10.7 meters)

Over 750 to 1,000 45 (13.7 meters)

Over 1,000 As established by the utility owner/operator

or registered professional engineer who is a
qualified person with respect to electrical
power transmission and distribution.

I. Additional safeguards for Lifting and Rigging operations in which energized overhead power lines
may pose a threat shall be described and include but not be limited to:
1. Requiring A Permit to Work in accordance with OE Corporate and CEMREC Required Permit to
Work Standard.
2. Identify the work zone work boundary by:
• Demarcating boundaries (e.g., flags, range limit device, range control warning device and
similar) and prohibiting the operator from operating the equipment past the boundary or
• Defining the work zone as 360 degrees around the equipment, up to the equipment’s
maximum working radius.
3. Approaches (of any part of equipment, load line or load) that are within 20 feet of a power line or
are within the minimum distances described in the minimum clearances (specified in requirement
H) shall require:
• Informing employees in the area of the equipment or load of power line locations and the
potential hazards and precautions required while working near a power line.
• Using an elevated warning line, barricades, line of signs or similar devices as visible
indicators of the safety zone based on line voltage (kV).
• Using warning decals, labels or signs posted on cranes and similar equipment regarding
minimum clearance of 20 feet of a power line or the minimum approach distance based on
line kV.
• Using a dedicated spotter (signal person), proximity alarm, warning device, range limiter, or
insulating device.
• Notifying a local responsible person (e.g., electrical engineer, Instrumentation and Electrical
(I&E) specialist or utility company) at least 24 hours before any work begins for work that
requires identification of voltages and clearances or de-energize, apply safety grounds
(e.g., cranes), or relocate lines.
• Ensuring all tag lines are of non-conductive material.

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J. Cranes and derricks used to hoist personnel on suspended personnel platforms (e.g., man riding
baskets) shall be used only when other mechanisms of personnel transfer are considered potentially
more hazardous (e.g., personal hoist, scaffolding, ladders or aerial lifts) or physical constraints of the
work area make their use impractical and meet the requirements in K.
K. Personnel lifting operations shall include, but not limited to the following requirements:
1. Cranes and/or lifting equipment used for personnel handling (e.g., personnel platforms, marine
hoisted personnel transfer devices or other personnel transfer devices) and
attachment/suspension systems) must be intended and certified for such use or designed by
qualified personnel to meet applicable legal requirements, as well as Chevron standards and/or
accepted best practices.
2. Cranes and/or lifting equipment used to lift personnel shall be classified and labeled as
“personnel handling”.
3. Personnel platforms, marine hoisted personnel transfer devices or other personnel transfer
devices shall be set-up, rigged, used and loaded to meet applicable legal requirements, as well
as Chevron standards and/or accepted best practices.
4. Personnel platforms marine hoisted personnel transfer devices or other personnel transfer
devices attachment/suspension systems shall be inspected and tested by qualified personnel
prior to first use per shift.
5. Personnel platforms (e.g., personnel baskets) shall undergo a trial lift and proof testing to 125%
of the platform’s rated capacity prior to first use per shift for personnel.
6. Tag lines shall be used, when required (e.g., Billy Pugh personnel transfer basket).
7. Personal fall arrest systems shall be used, with the exception of marine transfers is required.
8. Personal floatation devices approved for such use for personnel in marine personnel transfers
shall be used.
9. Before leaving any lifting device unattended for any period, the Qualified Operator must:
• Land and unlatch the load
• Set all locking devices
• Place controls in the off or neutral position
• The device must be shutdown
L. A written Lift Plan shall be required for critical or non-routine lifts and shall include but not be limited
to:
1. Complicated lifts.
2. Complex lifts.
3. Heavy lifts.
4. Blind lifts.
5. Lifts involving personnel-riding work baskets.
CEMREC allows the use of personnel lift baskets during offshore operations only
6. Other types of lifts designated by management or a certified crane operator as a result of its
uniqueness.
M. A written Lift Plan shall describe how a lift will be undertaken and include but not be limited to:
1. Specific crane and rigging equipment used.
2. Required personnel and training.
3. The load characterized with respect to dimension, weight and approximate center of gravity (as
assessed by a qualified person).
4. Verification that the selection of equipment and rigging is appropriate for the type of lift.

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5. Verification that the load is within the capacity and specifications of Lifting and Rigging
equipment.
6. Inspection requirements.
7. Communication requirements.
8. Identification and mitigation of potential hazards associated with lift, including environmental
considerations.
9. Emergency plans.
10. Required approval for Lift Plan.
11. Include a copy of all lifting and rigging equipment certifications and pull/load test documentation
shall be readily available.
12. A copy of the Lift Plan must accompany the Permit to Work, and Job Safety Analysis and must be
available at the job site.
N. Written Lift plans shall be developed or reviewed by competent personnel before beginning the lift.
O. Lifting and Rigging equipment (e.g., stingers, wire rope slings, synthetic slings, cargo-carrying units,
pallets, hooks, eyebolts, tag lines, chain hoists, pad eyes, trolleys, drum lifters, personnel work
platforms and marine hoisted personnel transfer device, personnel-riding work baskets, cranes and
equivalent equipment) shall be inspected by qualified personnel according to applicable legal
requirements, as well as Chevron standards, manufacturer and/or accepted best practices; and shall
include but not be limited to the following:
1. Prior to each use
2. Monthly.
3. Annually.
4. Following any modifications, repairs or adjustments.
5. Following any assembly.
6. Other time intervals or situation determined by qualified personnel.
P. Lifting and Rigging equipment inspections in accordance with requirement O shall be documented
and include but not be limited to:
1. Equipment checked and result of inspection.
2. Date of inspection.
3. Name and signature of competent or qualified inspector.
Q. A Hazard Analysis shall be performed in accordance with the OE Corporate Required Hazard
Analysis Standard when planning work involving Lifting and Rigging to:
CEMREC uses the Upstream Hazard Analysis Standard as the document for hazard assessment.
R. A Job Safety Analysis (JSA) or equivalent (e.g., pre-lift checklist or pre-lift meeting) shall be
conducted at the worksite in accordance with the OE Corporate Required Hazard Analysis Standard
before work involving Lifting and Rigging.
CEMREC requires a safety briefing for all critical, blind or complex lifts must take place just prior to
the lift and cover the specific plan for that lift.
S. The Lifting and Rigging Standard shall indicate roles, responsibilities, and protocols as described in
the OE Corporate Required Permit to Work Standard for any lifts requiring a permit.
T. Training requirements and competency assessment for personnel competent and qualified in Lifting
and Rigging shall be documented and includes for:

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1. Crane Operators.
2. Riggers.
3. Signal (e.g., Dog-Man or Banksman) personnel.
4. Inspection personnel.
5. Maintenance and repair personnel.
U. The Lifting and Rigging Standard shall define the policy for record retention that meets applicable
legal, corporate, and operating company requirements (or at least 6 months, whichever is more).
CEMREC retains documents for 6 months.

Roles and Responsibilities

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Roles and Responsibilities have been described in the MSW Process document. Please refer to this
document for these roles.

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Key Terms and Definitions

Anti-Two Blocking Device – A device designed to stop a hoist block and/or load from being hoisted into
contact with the boom tip.

Blind Lift – A lift for which the crane operator does not have a direct line of sight with all or part of the
object being moved.

Boom Hoisting Limiting Device – Includes boom hoist disengaging device, boom hoist shut-off, boom
hoist disconnects, boom hoist hydraulic relief, boom hoist kick-outs, automatic boom stop device or
derricking limiter. These devices disengage boom hoist power when the boom reaches a predetermined
operating angle. It also sets brakes or closes valves to prevent the boom from lowering after power is
disengages.

Boom Stop – Devices that restrict the boom from moving above a certain maximum angle and toppling
over backward.

Center of Gravity – Is the point in an object around which its weight is evenly distributed.

Cargo Carrying Units – Containers that are approved for lifting operations (e.g., closed container,
chemical transit tank, aviation tank, tote tank, basket, garbage/rubbish container, drum rack, gas cylinder
rack/carrier, long basket, tool carrier, logging unit, power pack, tool box and similar containers).

Complicated Lift – Lifts that are difficult because of the nature of the load (e.g., awkward shape, offset or
high center of gravity, fragile, containing liquids, no lifting attachments/difficult to sling and other unique
characteristics). Lifting operations/handling of the lift is also difficult (e.g., requires rotation, cross-hauled
involving two or more sets of rigging and/or tandem lifting with cranes).

Complex Lift – Lifts with additional potential hazards (e.g., confined spaces, restricted headroom, lifting
over unprotected plant or equipment, lifting subsea, lifts involving divers, lifts involving floating cranes and
other unique circumstances) or lifting operations and conditions that require engineering input.

Critical lift means a lift that (1) exceeds 75 percent of the rated capacity of the crane or derrick, or (2)
requires the use of more than one crane or derrick.

Heavy Lift – Lifts that are greater than 75% of the rated capacity (as per load chart) of the crane or hoist
for a lift.

Hoist – A mechanical device for lifting and lowering loads by winding a line onto or off a drum.

Tag Line – A length of rope attached to a lifted load for purposes of controlling load spinning and
pendular motions or used to stabilize a bucket or magnet during material handling operations.

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