Practice 000.653.3200
Date 01Feb2010
Attachment 01  Page 1 of 5
MOTORIZED HEAVY EQUIPMENT AND LIGHT VEHICLES
MOTORIZED HEAVY EQUIPMENT OPERATOR TRAINING AND LICENSING
1.0
GENERAL REQUIREMENTS
Where a nationally recognized license or certificate occurs, motorized heavy equipment
operators will be required to provide evidence of training, qualifications/certifications,
and proficiency. In addition, operators may also be required to attend additional training
or successfully pass a skills test/performance evaluation before being assigned duties as a
heavy equipment operator.
Where a nationally recognized license or certificate is not required, projects must comply
with the following training and licensing process.
2.0
TRAINING AND EVALUATION
Each designated employee will successfully complete a training or retraining program
conducted by a trainer knowledgeable and proficient on the operation of the equipment
the employee is to operate before being assigned the work. The training program and
trainer(s) must be approved by Project HSE.
Note:
Project HSE may grant documented credit (partial or full) for completion of
training courses from recognized programs such as union apprenticeships.
This training program will typically consist of both classroom instruction and on-the-job
experience until satisfactory knowledge has been acquired and demonstrated. Training
and retraining programs are required for the following groups:





2.1
New operators
Newly employed experienced operators
Operators assigned to equipment on which they have no previous experience
Annual refresher training for operators
Hazard training for operators
Training Course Content
To develop a complete and efficient heavy equipment training program, it is necessary to
know:




All tasks that are being performed
What activities each task entails
The skills, knowledge, and abilities necessary to perform the activities/tasks
Hazards that may be associated with the activities/tasks
Health, Safety, and Environmental
Practice 000.653.3200
Date 01Feb2010
Attachment 01  Page 2 of 5
MOTORIZED HEAVY EQUIPMENT AND LIGHT VEHICLES
Instructional methods that correspond to the objectives of the course should be chosen.
Where the objectives state that trainees should demonstrate recall of information,
appropriate methods should include lecture, discussion, film, videotape or slide/tape
presentation, and the use of self-teaching materials. Where the objectives state that the
trainee will discriminate between objects or conditions or operate equipment, methods
that include trainee practice should be chosen.
On-the-job training is an acceptable method of instruction under the following
conditions:


Trainers must follow a written outline in which each task is broken down into its
component operations (activities). The trainees will be required to demonstrate safe
performance of each activity before proceeding to the next.
All health and safety standards must be observed: for example, the trainer may not
ride beside a trainee operator on equipment that has no second seat.
Methods that promote maximum effectiveness in achieving the stated objectives should
be used. A sufficient supply of materials, tools, and equipment should be provided;
trainees must have adequate practice time in their use. Trainees should not be required to
share materials designed for individual use such as programmed instruction workbooks,
nor should more than one trainee at a time work at a simulator position.
Lecture, film, and videotape or slide/tape presentations should require trainee response
such as oral reply to questions presented by a trainer, completion of written tests (used as
training aids), or directed note taking. If a trainee will be expected to perform activities
demonstrated to him/her, repeated demonstrations should be available. Where such
demonstrations are presented on film, tape, or tape and slides, trainees should be able to
review such presentations as many times as necessary.
Subject descriptions should refer to those given in this section for each course title, and
the training should be appropriate to the specific project. For example, the training will
include hazards that are common causes of accidents on the project/site.
In developing courses, the trainer should also include the following:



Hazards that have resulted in accidents at the project
Subjects that are less familiar to the operators
Changes in law, technology, or safety procedures that have occurred during the year
Many of the activities/tasks can be listed from recall or from looking at job descriptions.
Developing a complete list of activities/tasks should include talking with individuals now
working on the job or watching them actually do the job. Talking to the supervisor,
reviewing safety planning documents, and consulting established operating procedures,
will help complete the list of activities/tasks.
Health, Safety, and Environmental
Practice 000.653.3200
Date 01Feb2010
Attachment 01  Page 3 of 5
MOTORIZED HEAVY EQUIPMENT AND LIGHT VEHICLES
The next step will be to prepare an outline of the training procedures to be followed. A
course outline should include the following:






2.2
Subject title
Title of the person conducting the training
Materials needed to teach the course
What the trainer will do
What the trainee will do
Procedures used to evaluate trainee performance
Step 1: Trainee Preparation
The operator trainee must be given instruction in:








Machine terminology
Safe operating procedures
Pre-operational and post-operational maintenance checks
Basic operating principles
Machine controls and functions
Machine components and attachments
Operation and function of components and attachments
Review of:

Manufacturer’s operator manual

Occupational Safety and Health Act (OSHA) and/or in-country regulations (as
applicable)

American National Standards Institute standards
Client/site regulations
The trainee must be given a verbal interview or written examination on each type of
equipment for which he/she has been designated. The trainee may not progress to the
next step until the minimum passing score is achieved (typically, 80 percent).
2.3
Step 2: Practical Demonstration
The trainee will be assigned to an experienced, licensed operator who will provide
practical maneuvering demonstrations.
Note:
The experienced, licensed operator may/may not be the “trainer.”
At this point, the trainee will actually perform basic equipment operations under the close
supervision of the experienced operator. The trainee will be given demonstrations and
the opportunity to practice operating each type of equipment for which he/she has been
designated.
Health, Safety, and Environmental
Practice 000.653.3200
Date 01Feb2010
Attachment 01  Page 4 of 5
MOTORIZED HEAVY EQUIPMENT AND LIGHT VEHICLES
2.4
Step 3: On-The-Job Performance Evaluation
After completing Steps 1 and 2, the trainee will be issued a trainee license. This will
allow the trainee to operate designated equipment and perform productive work while
under direct supervision of the experienced, licensed operator. Productive work will be
assigned to minimize safety hazards to personnel and to reduce the risk of damage to
property and equipment, yet increase the trainee’s experience with the equipment.
Work assignments for on-the-job training, as well as the opportunity to practice operating
each type of equipment, will be simple tasks with the equipment in a minimum exposure
location to people and property and with no critical operations performed. Practical
maneuvering to gain experience on an excavator, for example, would include operations
such as the following:


2.5
Rotating the platform or articulating section while operating the bucket, clam, and
other apparatus/attachments
Making small excavations in a minimum hazard area. These operations would not
include excavations in or around:
 Plant process areas
Process piping or energized electrical lines
Performance Evaluation
The trainer will conduct a field performance evaluation to document the trainee’s ability
to perform required tasks safely and proficiently. Field performance evaluations must be
completed in accordance with the relevant standards. Documentation will be on Form
000.653.F0218 (or equal), Performance Evaluation – Construction Equipment Operator.
After successful completion of the field performance evaluation on each type of
equipment, the trainee may be licensed.
Note:
3.0
Forms used to document inspection (000.653.F0105 series) and performance
evaluations (000.653.F0218 series) are specific to the machine. Both forms have
a sub-letter designation for nearly every type of motorized construction heavy
equipment. For example, F0105 “a” and F0218 “a” are used for forklifts;
F0105 “e” and F0218 “e” are used for backhoes; F0105 “g” and F021 “g”
are used for dozers, etc.
LICENSING
After successful completion of the field performance evaluation — and with approval of
the trainer and the immediate supervisor — the Equipment Operator Certification Record
(Form 000.653.F0128) will be completed and retained on file at the project. The operator
will be issued an Equipment Operator’s License (Form 000.653.F0126, available from
your HSE Representative or from P2S HSE Department in Sugar Land, Texas), which
he/she is to retain on his/her person at all times while on the project/site. This license is
valid for the issuing project/site only.
Health, Safety, and Environmental
Practice 000.653.3200
Date 01Feb2010
Attachment 01  Page 5 of 5
MOTORIZED HEAVY EQUIPMENT AND LIGHT VEHICLES
4.0
DOCUMENTS
All documents related to this process are retained on the project/site.
Note:
Only licenses for crane operators must be sent to P2S HSE Department in Sugar
Land, Texas.
Health, Safety, and Environmental