Powered Industrial Vehicle Trainer Requirements WITC Safety Day Rice Lake, WI March 15, 2012 Mary Bauer CIH, CSP Compliance Assistance Specialist Eau Claire, WI

My Background n Mary Bauer u 26 years w/ OSHA 20 Compliance Officer 6 Compliance Assistance Specialist u IH/ Safety u CIH: Certified Industrial Hygienist u CSP: Certified Safety Professional u Inspections

Agenda n Trainer Qualifications n Training Components n Training Topics n Retraining Requirements n Certification Requirements

Operator Training n Safe operations u The employer shall ensure that each powered industrial truck operator is competent to operate a powered industrial truck safely, as demonstrated by successful completion of the training and evaluation specified in the OSHA standard. u Prior to permitting an employee to operate a powered industrial truck (except for training purposes), the employer shall ensure that each operator has successfully completed the required training (or previously received appropriate training).

Training Program Implementation n Trainees may operate a powered industrial truck only: u Under direct supervision of a person who has the knowledge, training, and experience to train operators and evaluate their competence; and, u Where such operation does not endanger the trainee or other employees.

Training Program Implementation (continued) n Training shall consist of a combination of: u Formal instruction (e.g., lecture, discussion, interactive computer learning, written material), u Practical training (demonstrations and exercises performed by the trainee), and u Evaluation of the operator’s performance in the workplace

Training Program Implementation (continued) n Training and evaluation shall be conducted by a person with the knowledge, training and experience to train powered industrial truck operators and evaluate their competence.

Trainer Qualifications: Q & A n 4. Who should conduct the training? All training and evaluation must be conducted by persons with the necessary knowledge, training, and experience to train powered industrial truck operators and evaluate their competence. An example of a qualified trainer would be a person who, by possession of a recognized degree, certificate, or professional standing, or who by extensive knowledge, training, and experience has demonstrated the ability to train and evaluate powered industrial truck operators. There are many resources available to the employer if he/she chooses not to perform the training himself. Truck manufacturers, local safety and health safety organizations, such as the National Safety Council local chapters, private consultants with expertise in powered industrial trucks, local trade and vocational schools are some available resources. Various Internet sites are devoted to forklift safety. Private companies, who provide forklift safety training services, including videos and written programs, can be located on various Internet websites. Most videos can be either leased or purchased. One important thing to remember is that simply by showing employees a video or videos on some aspect of forklift safety does not meet the full requirements of the OSHA standard. Site specific information must be conveyed as well as a method to evaluate the employee's acquired knowledge subsequent to the training.

Trainer Qualifications: Q & A n 5. If my employees receive training from an outside consultant, how will I know that these employees have been adequately trained? Outside qualified training organizations can provide evidence that the employee has successfully completed the relevant classroom and practical training. However, each employer must ensure that each powered industrial truck operator is competent to operate a truck safely, as demonstrated by the successful completion of the training and evaluation.

Training Program Content n Operators shall receive initial training in the following topics, except in topics which the employer can demonstrate are not applicable to safe operation in the employer’s workplace. u Truck-related topics u Workplace-related topics u The requirements of the standard

Training Program Content (continued) u Operating instructions, warnings and precautions u Differences from automobile u Controls and instrumentation u Engine or motor operation u Steering and maneuvering u Visibility n Truck-related topics u Fork and attachment adaptation, operation, use u Vehicle capacity and stability u Vehicle inspection and maintenance that the operator will be required to perform u Refueling/Charging/ Recharging batteries u Operating limitations u Other instructions, etc.

Training Program Content (continued) u Surface conditions u Composition and stability of loads u Load manipulation, stacking, unstacking u Pedestrian traffic u Narrow aisles and restricted areas u Operating in hazardous (classified) locations u Operating on ramps and sloped surfaces u Potentially hazardous environmental conditions u Operating in closed environments or other areas where poor ventilation or maintenance could cause carbon monoxide or diesel exhaust buildup n Workplace-related topics

Training Program Content (continued) n The requirements of the OSHA standard on powered industrial trucks must also be included in the initial operator training program.

Refresher Training and Evaluation n Refresher training, including an evaluation of the effectiveness of that training, shall be conducted to ensure that the operator has the knowledge and skills needed to operate the powered industrial truck safely. n Refresher training required when: u Unsafe operation u Accident or near-miss u Evaluation indicates need u Different type of equipment introduced u Workplace condition changes

Refresher Training and Evaluation (continued) n An evaluation of each powered industrial truck operator’s performance must be conducted: u After initial training, u After refresher training, and u At least once every three years

Avoidance of Duplicative Training n If an operator has previously received training in a topic specified in this section, and the training is appropriate to the truck and working conditions encountered, additional training in that topic is not required if the operator has been evaluated and found competent to operate the truck safely.

Certification n The employer shall certify that each operator has been trained and evaluated as required by the standard. n Certification shall include: u Name of operator u Date of training u Date of evaluation u Identity of person(s) performing the training or evaluation

n Provided at no cost to employers n Developed for smaller employers with more hazardous operations n Delivered by WiSCon or the State Laboratory of Hygiene n No penalties are proposed or citations issued n Possible violations of OSHA standards are not reported to OSHA enforcement staff unless employer fails to eliminate or control any serious hazard or imminent danger State Consultation Service

QUESTIONS

Disclaimer n This information has been developed by an OSHA Compliance Assistance Specialist and is intended to assist employers, workers, and others as they strive to improve workplace health and safety. While we attempt to thoroughly address specific topics or hazards, it is not possible to include discussion of everything necessary to ensure a healthy and safe working environment in a presentation of this nature. Thus, this information must be understood as a tool for addressing workplace hazards, rather than an exhaustive statement of an employer’s legal obligations, which are defined by statute, regulations, and standards. Likewise, to the extent that this information references practices or procedures that may enhance health or safety, but which are not required by a statute, regulation, or standard, it cannot, and does not, create additional legal obligations. Finally, over time, OSHA may modify rules and interpretations in light of new technology, information, or circumstances; to keep apprised of such developments, or to review information on a wide range of occupational safety and health topics, you can visit OSHA’s website at