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Aerial Lift Safety Program

Last Update: 07/18/2019

The purpose of the Injury Illness Prevention Program (IIPP) is to outline Cal Maritime's environmental health and safety requirements, expectations, and responsibilities in order to achieve effective campus safety performance through Integrated Safety Management (ISM). The Aerial Lift Safety Program is a subject specific component the supports the overall University IIPP.

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This Program guides all aspects of the Aerial Lift / Elevating Work Platform Safety Program for the Cal Maritime. As mandated by Cal/OSHA and other regulatory compliance codes, this program guides compliance with, and application of, all legal requirements for Cal Maritime departments, field stations and work / research operations that use these types of equipment.

Departments that own, rent and/or otherwise operate Aerial Lifts / Elevating Work Platforms (AL/EWP) must:

  • Select and then purchase or rent appropriate equipment for job tasks based upon an work-environment and job-task hazard analysis,
  • Train and license personnel who operate their specific type of owned / rented equipment,
  • Conduct documented safety inspections and preventive maintenance of the equipment,
  • Assure operators adhere to specific safe-work practices whenever using these types of powered industrial equipment, and
  • Approve Contractors / Vendors to use AL/EWP equipment on their premises, and only allow properly licensed contractor / vendor personnel to use Department-owned equipment.

Articulating Boom Lift:

An aerial device with two or more hinged boom sections

Fall Protection is required when operating this equipment

Elevating Work Platform:

A device designed to elevate a platform in a substantially vertical axis.  

This device is stationary once setup and cannot be moved.

Fall Protection is not required when operating this Lift, but is highly recommended.

Extensible Boom Platform:

An aerial device (except ladders) with an extensible boom.  Telescopic booms with personnel platform attachments are considered to be extensible boom platforms.

Fall Protection is required when operating this equipment

Scissor Lift:

A device designed to elevate a platform in a substantially vertical axis.  This device can also be driven by an operator inside the work platform and is generally designed to carry more than one person.

Fall Protection is not required when operating this Lift, but is highly recommended.

Trailer Mounted Lift:

A device that can be towed by a vehicle to a work site, then un-hitched. These units have extendable or folding outriggers to give stability while being operated

Fall Protection is required when operating this equipment

Vehicle Mounted Lift:

These devices typically have a Bucket in place of a basket, which is designed for one person.  Vehicle must have the brakes set, wheels chocked, and outriggers in place while operating this device.

Fall Protection is required when operating this equipment


Each Operator must successfully complete Operator Safety Training prior to operating AL/EWP equipment on Cal Maritime property. Operators may only use the AL/EWP equipment type they have been trained and licensed to operate, or when under the direct supervision of persons who have the knowledge, training and experience to train operators and evaluate their competence "in the field.

Training is conducted in a location where such AL/EWP equipment operation does not endanger property, the trainee, or others. Departments must arrange for their personnel to be licensed by SRM to operate AL/EWP equipment.

SRM ensures that each AL/EWP operator is competent to operate AL/EWP equipment safely and in compliance with Cal/OSHA requirements, as demonstrated by the successful completion of the training and evaluation specified below. Training consists of a combination of written, classroom, followed by hands-on "field" training and documented testing that's specific to the AL/ EWP equipment.  Please contact SRM 707-654-1076 to arrange training for Department personnel.

Written / classroom training includes familiarization with equipment types and components, hazard assessment and mitigation, equipment inspection requirements, and other requirements of this program.  Upon successful completion of classroom training, the trainee then takes hands-on training in the field. SRM tracks owner Department training records on the LMS and also optionally by the Department in the trainee ‟s personnel file.

Classroom training is verified through a written final exam that demonstrates the trainee "s understanding of basic AL/EWP operation and safety.  Completion of this classroom training exam with a passing grade of 70% or more is required before the scheduling of the hands- on/field training.  Records of completed exams are kept by the LMS, and also optionally by the Department in the trainee "s personnel file.

The "Hands-On" training and testing is conducted using a representative piece of AL/EWP equipment under the direct supervision of the SRM Trainer and/or AL/EWP Safety Program manager who has the knowledge, training and experience to train AL/EWP operators and evaluate their competence. Field training using AL/EWP equipment includes demonstrations performed by the trainer, practical exercises performed by the trainee and observed by the trainer, as well as evaluation of the trainee's successful performance on a standard skills assessment‟ course that is documented for recordkeeping purposes on the LMS by SRM.

When the trainee successfully completes both written and hands-on testing, Cal Maritime SRM certifies and then "licenses" that the Operator has been trained and evaluated as required by this program and Cal-OSHA.  The license includes the name of the operator, the licensure / training date, the name of the person(s) performing the training or evaluation, and the types (equipment models) of AL/EWP the operator is/are licensed to operate.  

An Operator's License is issued by SRM, is credit-card size, and must be carried by the Operator whenever they are operating an AL/EWP on Cal Maritime property.  This is a one-time training with no expiration date. However, retraining may be required if equipment, job tasks or environmental conditions change significantly from those when original training took place. The Operator is responsible to schedule identify situations where additional / re-training/licensure may be needed and alert their Department's designated safety coordinator.

Prior to conducting work with an AL/EWP, an Operator conducts a "Site Evaluation" and a "Lift Selection Assessment". This assessment is conducted as environmental hazards and job requirements dictate, but is formally completed by every Operator at the beginning of working in a new or unfamiliar location, or when new or unfamiliar hazards are identified. This assessment ensures that the proper AL/EWP equipment is selected for the work, and that all hazards in the work area are identified and mitigated prior to commencing work.  On the reverse side of each lift "Pre-operation Inspection Form" is a written checklist for "Site Evaluation" that may be used to document the Operator's assessment of their work environment. This site evaluation checklist may also be used to assess the Department's general work environment to determine appropriate equipment procurement needs.

At the beginning of each work shift, or prior to using AL/EWP equipment for a new work assignment, the Operator conducts a documented "Pre-Operational Inspection" of the equipment. This inspection is specific to the type of lift equipment, and includes visual and auditory inspection of all safety and operational components of the equipment. Results of this inspection are documented on inspection checklists.

Some types of AL/EWP equipment require that fall protection must be worn and properly attached to the equipment by the operator of the equipment. The use of Fall Protection equipment is regulated by Cal-OSHA and outlined on the SRM website's "Fall Protection & Prevention Safety Program". The use of fall protection gear is always recommended by SRM, but the requirement or option to wear fall protection is outlined on the Pre-Operation Inspection Checklists listed below based upon equipment type.

Refer to the following program attachments for Pre-Operation Inspection Checklists and Site Evaluation Forms to determine need for fall protection, document inspections and conduct Hazard Evaluation / Equipment Selection for work sites.

No AL/EWP equipment is to be used until any deficiency(s) discovered during a Pre-Operation Inspection are corrected. If a hazardous deficiency is discovered during a Pre-Operation Inspection, the Operator alerts their Supervisor of the condition, and "Tags Out" the equipment from being used by controlling all keys for the vehicle, and placing a "Warning Tag" in the area near the controls with the following information:

  • Person's name that has "Tagged Out" the vehicle and has the keys in their possession as well as their contact information.
  • Date vehicle was "Tagged Out".
  • Reason(s) for "Tagging Out" the vehicle including all noted deficiencies. (A photocopy of the completed inspection form may be taped to the basket or steering wheel if on a vehicle-mounted lift for this purpose.)
  • Name and contact information for the Department's responsible person for implementation of this program.
  • No repairs are made on any AL/EWP until the equipment and its components are blocked, tagged, locked out or otherwise made safe for repair work to commence according to application of the Hazardous Energy Control Safety Program.

Prior to operation at the beginning of each work-shift, Operators must review and assess the following equipment/work area conditions:

  • Review work area for hazards, and remove/control them prior to operation.
  • Always conduct an environmental hazard assessment prior to selecting / using AL/EWP equipment.
  • Only use AL/EWP equipment designed to safely work in the work-area conditions observed.
  • Review operating instructions, warnings, and precautions for the types of AL/EWP being operated.
  • Prior to operation at the beginning of the work-shift, inspect and document the equipment ‟s proper function of controls and instrumentation. Do they operate correctly?
  • Inspect engine or motor operation.
  • Inspect steering and maneuvering.
  • Familiarize yourself with visibility.
  • Inspect basket or platform capacity and equipment stability.
  • Complete and document the inspection process using the appropriate inspection form
  • Check fuel and/or charging of batteries, and refuel/recharge as needed.
  • Review and understand equipment operating limitations.
  • Review other operating instructions, warnings, or precautions listed in the operator's manual for the types of AL/EWP that you will operate.
  • Alert all persons in the work area of intended work activities and hazards.
  • Don't travel horizontally with the platform elevated or extended.
  • Don't exceed the basket or platform capacity.
  • Position equipment on a firm level surface and minimize blocks or ramps for leveling the AL/EWP equipment.
  • Always set outriggers prior to use if the AL/EWP is equipped with them.
  • Wear proper safety harnesses and only tie-off to the work platform ‘s fall protection tie-off point. (Refer to "Types of Lifts" and the Inspection Forms in the "Attachments" to determine if safety harnesses are required to be worn.)
  • "Barrier off" the lift swing work-area below the AL/EWP equipment "s work zone.
  • Don't climb on guardrails, climb on ladders or stand on other items when working on the platform.
  • Practices good housekeeping when working in and around the platform.
  • Never drop or throw objects to or from the work platform.
  • Always look below platform and confirm it's safe to lower the equipment before lowering the equipment.
  • Never lean the platform on or against structures.
  • Never use the boom to push against something, or try and pull the AL / EWP equipment along in a horizontal direction.


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Hazard Awareness Recognition Program

Last Updated: 09/17/2018

U-Corrective Action Notification. Accident prevention through proactive action, recognition and communication.

Report of Safe Work Practices: Demonstrates the unconditional dedication toward the protection of person and property.
Report of Safety Concerns:You are encouraged to report any and all unsafe conditions that you observe on campus by using this form. You may make your report anonymously or you can contact the Department of Safety and Risk Management directly at 707-654-1076. The Report of Safety Concerns include but are not limited to; health and safety risks (such as trip and fall hazards or unsafe conduct by employees or students), 


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