LIFTING ASSESSMENT FORM FOR RIGGING AND LIFTING OPERATIONS

Tag No: Title: Date:

LIFTING ASSESSMENT FORM FOR RIGGING AND LIFTING

OPERATIONS

The object of the lifting assessment is to identify the potential risks involved in the lifting operation, define the level
of difficulty of the task and determine the level of risk assessment required. The lifting assessment will also identify
who is required to approve the lift and the skill level of the personnel required to perform the lift safely.

Category of Lifting Operation:

Person Responsible for Lifting Operation:
Personnel To Be Involved:
Date of Lift:

Type of Lift Requirements Initiator Approval

Routine Rigger or Lifting Equipment
None None
Conventionnel Operator

Normal PTW Performing Authority Area Authority

Conventional Lifting Certificate Performing Authority Area Authority

Lifting Plan Rigger or Performing Authority Performing Auth. and Mech. TA

Straightforward TRA Performing Authority Area Authority
Critical PTW Performing Authority Area Authority
Lifting Certificate Performing Authority Area Authority

Lifting Study Performing Auth. or Mech. TA Lifting Engineer

Lifting Plan Rigger or Performing Authority Performing Auth. and Mech. TA
Complex Critical TRA Performing Authority Area Authority
PTW Performing Authority Area Authority
Lifting Certificate Performing Authority Area Authority

If the lift is to proceed sign below and enter in the box below, any special instructions and/or safety measures to be
taken:

Instructions and/or safety measures to be taken:

 ISG lifting procedure to be followed
 Barrier to be in place
 Competence personnel as crane operator & banksman
 Lifting point to be inspected before lift,
 Adjust lifting point and slings regarding gravity center
 Test lift to be carried out on each movement.

Approved Name: Signature: Date:

For Normal Conventional and Critical lifts the Area Authority must approve the lift classification

Approved: Name: Signature: Area Authority 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:

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Classifying Lifting Operations Check List

Questions
YES NO

1 Is the Lifting Operation to be undertaken by a single, purpose built, lifting appliance only?
2 Do you know the weight of the load and its centre of gravity? ( 3 TON - Centre of gravity same geometric center)
3 Are you experienced in using all the lifting equipment involved and is the load similar to what you normally handle?
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 and balanced (e.g. centre of gravity the middle & below lifting points) or fitted with special slings to
compensate?
8 Is the load free to be lifted (e.g. fastenings released, all hold-down bolts removed, not jammed, etc.)?
9 Is the removal route clear of any obstructions and Can the removal (lift, transfer and landing) be performed without
cross hauling?
10 Is there a suitable lay down area and does the load come within the allowable load bearing capacity of the ground/
deck?
11 Can the lifting operation be carried out without the use of Soft Eye Flat Webbing Slings?
12 Is the value of the load is less than $50,000?
13 Will the lift be completed in less than 1 shift?
14 If the lift is for man access, it is being executed using purpose built man lifts?
15 The path of the lift does not travel over live plant
16 The lift is not in a “confined space”

If the answer to all of the above is “YES”, the lift is: “Conventional”
If the answer to ANY of the above is “NO”, the lift is classified as: “CRITICAL”

CONVENTIONAL LIFTS
Lift is to be performed in a warehouse or workshop, it is classified
as “Routine Conventional” & no further assessment is required
Lift is to be performed on the CPF, BdV or other area not classified
as a warehouse or workshop.
“Routine Conventional” no further assessment is required lift
may proceed
“Normal Conventional”, the Performing Authority must obtain a
PTW and lifting certificate before proceeding with the lift.

CRITICAL LIFTS (this section and the lifting plan only applies to Critical Lifts)
Questions
YES NO

1 Does the path of the lift travels over live plant?

2 Is bad or adverse weather likely to affect the safety of the lift?
3 If the lift uses non-standard lifting equipment or non-certified steel work is the load greater than 2 tones?
4 Is there a requirement for aerial rigging or fall protection to be used?
5 Are personnel to be lifted (except for purpose built man lifts such as scissor lifts)?
6 Is the value of the load over $50,000?
7 Are there any other hazards that call for an engineering assessment to be carried out?

If the answer to all of the above is “NO”, the lift is: “Straightforward Critical”
If the answer to ANY of the above is “YES”, the lift is classified as: “COMPLEX CRITICAL”

“Straightforward Critical” This requires a Lifting Plan approved by the Performing Authority and Mechanical TA, TRA, PTW
and lifting certificate before it can proceed.
“COMPLEX CRITICAL” This lift requires an Engineering Study to be carried by the lifting engineer, an Approved Lifting
Plan, TRA, PTW and lifting certificate before it can proceed.

Performing
Lifting Assessment Name: Signature:
Authority Date:
Completed By:

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LIFTING PLAN PROFORMA

Title: Weight (Kgs):

Item to be lifted: Tag No:
: Diagram of Lift (Showing both plan and elevation, equipment to be used a SWL and how the lift will travel) :

Details of Work to be Carried Out (weights, sizes, centre of gravity of components, lifting points, roles and responsibilities etc) :

Specific Hazards Identified (refer to the Task Based Risk Assessment):

Lifting Plan Performing Authority*

Name: Signature: Date:
Composed By: * Delete as applicable

Approved By: Name: Signature: Area Authority Date:

Approved By: Name: Signature: Mechanical TA Date: