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10 Points of Lift Plan Development
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Enjoy the resources!  You will find the video and transcription of the webinar below.  You may download the presentation PDF on the right pane.  This webinar was originally recorded on July 16, 2013.

The webinar will cover 10 points of lift plan development that should be included as part of any lifting activity. ITI President and Technical Director Mike Parnell, will go into detail on 10 essential steps in the lift plan development process.

Host: Mike Parnell, President/CEO ITI

Webinar Transcription

10 Points of Lift Plan Development

Zack: Again, welcome to the ITI showcase webinar series. This is Zack Parnell, Vice President of ITI, we’re excited to go over this session today on 10 Points of Lift Plan Development. WE have Mike Parnell, President/CEO of ITI, and Jonah Hobson, our marketing manager here today. If you’re not familiar with the webinars, I want to make sure that you are aware of how we do these things, and who ITI is. In short, we are an education provider. We don’t do anything but train and consult. There are familiar names and customers in the room right now. We appreciate your attendance. We are really chosen by most of the Fortune 1,000, Fortune 500 companies to help them increase and enhance their lifting operations and the skills of their employees. If you’re new to the webinar series too, your first time, I would really encourage you to check out some of our past webinar presentations at iti.com. What we’re doing is recording the series and you can go back and view any of these webinars, the past presentations. We’ve been doing this for over a year now, and some months. There’s just an incredible amount of recordings on our website and as well as the powerpoint presentation files. You can download and use, as an internal reference. Today, like I said, we are going over Lift Plan Development. We also have a paid webinar training course series. We pull out some of our course curriculum to teach via webinar. Most of our courses are taught at training centers throughout North America or at Customer Locations. These webinars are about 2& ½ hours, we have one next week on about Advanced Rigging. So I’d really encourage you guys to check that out, see if it applies to you. It is here at ITI and it is a really good. We limit to about 10-15 people per instructor. So it’s really good session there.

If you’re not familiar with Mike, I want to introduce him really quick. He’s our present CEO, and more specifically, our technical director. He creates all of our curriculums. He got over 30 years of experience in the industry, and he currently sits as the Chairman of the ASME B30 main committee, and I’m sure he’s going to touch out ASME P30 a little bit during this presentation. It’s a new committee, I think it will be rolling out, he can comment on it, and later next year, I believe, it’s the lift planning standard. As he goes over the lift plan, I’m going to change the presenter. We’re going to start this right now with the full question. I’m excited for him to present on this as it is a very hot topic. Go ahead, Mike, take it away.

Mike: Alright. Very good. So nice to have everybody with us. We look forward to a good, this will be fairly high impact and quick webinar today. Then we have a number coming up in the future on advanced rigging. I think it’ll be an absolute blast to get involved in problem solving and workshop activities. Did you want to do a poll question now, Zack?

Zack: Yep. We can do the first one. You can do this- Jonah helped set this up. The question asks what percentage of crane lifts at your facility requires written lift plans. So if everybody can take a moment here and click on one of the selections on your screen. It’s a good question to kick on the presentation starting, so Mike knows the understanding, what you have in your facilities. We have about 50 percent voted. Again, Mike, I’m sure you’ll have some reasoning behind this, but it looks like we have about 3 quarters voted. Again, what percentage of crane lifts at your facility requires written lift plans? I’ll leave it open for another 5 seconds or so. I feel a little bit like an auctioneer a little bit, asking for votes, and talking while the votes are coming in. I’ll close it now in about 3 seconds. We have about 80 percent of the votes. 1, 2, 3 – thank you guys for your votes. Mike, I know you can’t see this, but the poll results show about 33 percent of folks require, long story, 76-100% of the lifts – 35 percent of the attendees said those require lift plans. You might be able to help us all understand where we’re going with this one. On the other hand, only 0 to 25% of lifts are required lift plans, and that’s a 30 percent vote. I’ll hide the poll results now, and you can go back to the presentation.

Mike: Okay, alright. Excellent. That’s very good, interesting information that we’re able to gather there. What we see typical industrial environments. Typically, we might see 85 percent of our clients in refineries, paper mills, mines, obviously shipyards and things like that, they’re 85% standard lifts, and about 15% or so are critical lifts. These typically are the documented grouping, and these are non-documented. It gives you an idea of our customer, client-base that we work with as you saw. They roll in; folks that typically have us participate in their year-round program. It’s not a huge group in the industrial market that might be involved in documented lift planning. But then you go over into, just as a for instance, for construction – there’s the opposite spectrum that gets to somewhere in the, and I’m speculating here, 90 – 95% would be standard lifts, non-documented. Then only 5%, what we call in the critical lift category, and they would be documented. It’s a much smaller group in the construction field, but as a general rule, you get down to nuclear and then sometimes in the aerospace, and other critical environments, testing environments like San Dimas Testing Labs, or Los Alamos National Labs, their numbers are going to be completely reversed and that documented lift planning, this non-documented will be in the 10 percent range, non-documented in the 90% range for the documented. Part of this is to get down to the idea that there’re categories, and we’ve heard on other presentations, the reasons we might trigger documented lift planning and it’s the value of the load, the replacement time, the sensitivity of the equipment, the overall impact to the operations, if the load is dropped and so on. Those are all things that drive that documented effort, and we would encourage even a simple lift plan for standard lifting activities as well, it could be verbal or it could be written. So it’s a really interesting cross perspective on what could happen, and what is happening in the market place.

The presentation today is the 10 basic points that should be considered or developed in the lift plan that you got going. Whether it is a standard or critical lift, at least verbally communicated, if not also documented.

Let’s go forward in the first item, the load. The load is really number 1, and it gets down to the weight, center of gravity, and its dimensions, and what is the source of that piece of information. Is there anything in the load that can shift or move that can cause a relocation of the center of gravity during the lifting process that can be a huge issue. Running water, running fluid, oils, or items that moves while they’re being handled. Verifying the lift points, this is sometimes beyond the riggers, but gets into potentially some more engineering based, is evaluate the attachments points. Are they suitable for load handling? We noted yesterday, we were in our own yard out here, I’m going to call it a two-piece hoist, and it’s got the upper works and drums are inside, the motor is earmarked, basically, a large overhead hoist, and it’s got a mounted trolley system that is below. It’s got truck-in wheels and so on. So we’ve got all the components there. Then, looking at it, we have connection points and bolts right here, that connects the upper portion and running lower trolley frame. So these upper bolts end up being in great question because there are lifting points, gussets right here that are suitable only for the upper portion. There are brackets and framework down below. So a key question is, if somebody decided to tie into the upper, they want to make sure and double check, are the upper connections that we have identified here for lift points, below travel pads, below tension points, obviously it’s down through point shackles, the connection points and then to reach bolts that are just designated to lift the lower frame. After reviewing it, we have to say, DO NOT LIFT. We’ve never lifted this load before, but took a look at these bolts right here that are designed for securement, not literally lifting the entire lower section. Before this thing is handled, we’re opting to take away all those upper slings.  We would need to be able to connect to this lower framework to make this pick, and move this item. We’ve got to make sure that the connection points, as noted right here; the connection points are suitable for handling. As we travel and pass down through the load pad, pad sections and intermediate bolted to lower piece, and if we’re picking from the lower section, those pick points only designed for that upper section, or where they design for the entire package. That’s a very important question, those bolts may be holding down and not lifting up, and there may not actually be enough of them to actually lift. So, look at the load’s overall structure, make sure that the pick points are suitable for the entire package, and that they are approved for lifting. The correct orientation is there, the proper course is there and so on. They’ll take anticipated load imposed by this line based on the angle. So, the load itself, what does it weigh? Center of gravity? And then pick points. Those are all covered in the first question. There’s number 1.

Number 2 is the LHE, and you’ve heard me say before that these are all sort of new language coming out in our industry. LHE can be a crane, it can be a telescopic hydraulic gantry system, it can be a jacks and rollers, and it can be a wench and blocks. The LHE is what is moving the load. That’s the idea. So once we look at that, what are we going to move it with?  Then we need to identify, does it have capacity within the configuration acceptable? What’s the impact of potentially some dynamics? There’s going to be some natural speeds involved in hoisting and moving. Is there any load eccentricities that might impose some unusual load to the LHE? Does the LHE meet the regulatory site requirements? There may be hoisting systems that have no upper limits or a two-block device. Based on its configuration and application, it may be a no go. So it’s a question – is the LHE acceptable for what it’s being used for? Then, obviously, proper set up, correct installation, and dismantling procedures need to be fully known to all the folks involved in the projects for the set up and chair down, and of course leveling, ground bearing, pressures – all those sections will be let into another point downstream.

Item number 2, LHE is the most important part for getting that load moved. You may have three sections for getting down to something equal in cost, easiest to assemble, most common to worksite, most common to the crew. It’s got to be selected properly. We don’t want to just hope for the best, we’ve got to make sure that we have full rate of capacity based on the anticipated load movement, based on radius, second to mobile crane and so on. It’s able to sustain itself in the configuration of the assemble. So item number 2 is LHE, or load handling equipment.

Number 3 is the rigging. The method will actually drive to identify, do we have capacity? Are we rigged to the center of gravity? Installation method and getting down to rigging protection, sling protection. There may be temperature, chemical, considerations needed to be over large of small data diameter of objects, diameter of wire rope sling, or synthetic rope sling. Edges or abrasion, and then load turning. We’re going to catch the slings on some edge. Everything is driven by the rigging method. The method then is going to determine capacity, and all the other consideration points. We’ve noticed that we’ve got a number of circumstances where we have load turning going on. Fortunately, I’ll just sketch out really quickly, we’ve got a vessel here that’s got some trunion pick points out here on both sides, and maybe a tailing lug back here. Unfortunately, what will happen from time to time is the sling simply will go up and around to a crane hook and basically hug the load. As they make that arch, as we upright the load, these slings will be passing right over that load edge. So it’s very important in the plan process help keep those slings away from that edge as they fly and slice across. It’s better, there is a better tool to implement and to be used in the rigging assembly, so we’re really open to open task and ensure that the sling can task without any sort of attached with what is under the load. Tailing typically is not an issue unless we have twin lug points here. But even at that it will be crowded into the load and it’s not as significant because we’re not having passed typically, across the whole edge. Top tailing lugs, they’re very good because they will help minimize the impact of heavy balls or the tailing block, train block, to contact the load. That would be preferred than slings sliding and scrubbing too simply along the load surface. An open pass is really optimum here because it is a consideration to make the decision and methodology. Do we have the right rigging for the right job? We’re going to be turning this load, and if so, we’re going to be turning this rig off the load. As most of you know, under previous presentations, I think we have an entire webinar dedicated to rigging accidents. In our experience, we had 87% of rigging accidents and rigging failures were synthetic related, and we own a lot of synthetic slings ourselves, and use them in where we work. Synthetic slings are great tools, but the biggest issue is that they are lacking in protection. As an industry, we’re not keeping off the load away from the edges that are causing friction burning. So big decision there to make sure we’ve got protection for the slings. In some cases, wire rope slings can be cut, in some cases, chain slings might be compromised to some degree. Synthetic slings are really our first focus for protection. Good rating, good method, good protection and obviously within rating capacity to reach a decision, making sure that we are good to go.

Alright, item 4 LHE and Load Movement. This gets down to the load movement and travel paths, I’m going to bring up to your consideration to look at. This is a blow-up of a lift plan, but you’ll notice here that we have a pick point off one direction off of here, and the load is swung around, moved around to another direction, to a 180 position, and the radius changes. The question gets down to, what is the load movement and travel path for the load, and for the LHE, is there any opportunity free from inadvertent contact with anything else. Again, dynamics may be a concern - question that you may be moving. Taking a load off of barge while moving. So we have a dynamic rise and lowering based on tides and wave action that could be on a large crane. Also, personnel position during the LHE and load movement. Where are the people? Where the spotters, tag-line folks are, are the blockers ready for the connecting crew? We’re going to move a load from point A; we’re going to swing it around and boom down and land it. We need to know where the booms are, where the visual get the signal alert lead the load can and stay off in front, big line person may be behind and we have maybe safety spotters around to help control that area. That is all done in the personnel assignment location. So everybody’s got a job, we don’t want the load to be running over people or into instructions where getting people paced out where they can’t see what they’re assigned to see during the load handling activity. Where does the LHE got to go and where’s the load got to go? those are certainly big issues, and that is item 4.

Item 5 is personnel training qualification. Do we have the right folks doing the right things? You’ll notice that OSHA and a number of Canadian requirements talk about competence, and/or there may be termed qualified person or qualified lift director, qualified rigger, qualified signal person and/or designated person. Is there training of this stuff we’re supposed to be doing, and does that lead them to qualified to a task assigned? This is just a short list, it’s not a huge list of all parties, but it gives us a good idea of what we should be considering, and who we should be considering for their assignments and task guard. Even the Site Safety Officer, may sound a little crazy, but you’ll see at the very end of this that the emergency action plan needs to be reviewed and travelers, pedestrians, traveling vehicles, all the items that might be involved in the planned force small shutdown areas that are purge to help ensure that we don’t have volatile products going through lines. The people side is definitely an issue and we want to make sure that we have the right folks, qualified, doing the right things.

Item 6- what about the site? Again going very quickly, what do I have to do? In effect, if the main task is installation of an item and it’s from and to and what’s in between. So what is my scope of work that is understood by the lift director, riggers, and all the others associated with it? Do I have access, travel pass for my LHE grasp key and load, foundation is a huge issue, compaction test, geo test may help with the soil test, structure analysis, vaults and voids and backfills. An easy thing to do, we all heard cranes tipping before, when they have the load on. Sometimes it’s because of poor technique in accessing the site intended. The load landing point- we had a couple of incidents where the blocking started out fine and that was all of a sudden, the load started to tip over because we’re losing our soil and ground base compaction for the item that we’re setting. If we don’t have good foundations underneath, we can actually sink that blocking set in and literally tumble the load over. I know that is after the whole load activity is completed, but load landing point is very important for, do we have a stable place to put this where for its intended time, it’s going to be suitable and stationary and as we intended it. The whole deal is that the site is prepped and ready to accept this; it goes certainly well beyond the LHE foundation it gets into just the load landing point. So don’t forget that. It’s an important part to make sure that we carried off the entire plan. We have achieved the scope of work is to pick a firm and land it to, and when we land it it’s stabilized. That’s a job, for a rigging, load handling crew, that’s our task – to make darn sure that we’ve got solid foundation and that we don’t end up with oopsies craps that all of a sudden got the load over.

Communication is the next item. We are suitable communications: hand and voice are, hand signals are typical, load signals continues communications. There may be other types of signals, horns, lights, bells, and we certainly have different operating activities that still use bells and whistles. One of our guys just got back from Panama and use it as their communication system in laydown areas and shop areas, making sure that they’re clear and concise, so that everybody’s on the same game plan. Main thing is, it is by voice communication or by hand signals are the most common, they’re clear. If not understood, then we need to stop. That’s the whole enchilada there, we need to stop and fix it. Make sure that it’s fully understood by all parties before we resume. If an operator doesn’t understand, he needs a break up on the radio and doesn’t see the hand signal properly, or can’t see it, he just needs to come to a stop. That signaler is going to find out , why aren’t you moving. Get communications back up, reset the game plan, lift director would probably get involved if it’s a critical lift, but otherwise, rigger or signal person is giving signals to secure that. The key thing here is stop, let’s not hope for the best and the whole proverbial joke, watch this, and don’t think we want to do that. We want to make sure that we’ve got control and the whole action/activity as we’re holding it is intended. There should be a backup plan for the communication – making sure that we’ve got either back up radios or batteries if we’re using those systems. Of course we could, and some folks do, it’s possible to resort to cell phones if they have communication ability. It has been done and it’s not illegal to use. But it does take hands to use, so unless you have hands free ability. Some of you may think that it’s just a stretch, but guess what, if you’ve got a blind pick – sometimes cellphones may be the second of the intended backup plan and that may be a planned event by the lift director. Not beyond reason, but it certainly would be hands-free to be the proper approach there. Let’s take a look at number 8.

8. - Safety director and safety supervisor, this we talked about. The site supervisor would be assisting and/or the safety folks or some combination thereof. The vehicular traffic around the lifting activity, potential interference from other plant or site operations, and it may require barricading guards or another physical measure to restrict interference. So site control is important, we definitely want to make sure we don’t have forklifts or trucks moving in to an area that they simply didn’t understand there was a lift going on and large load being passed. We need to make sure that they’re dialed up and we simply set barricades and personnel and other designated persons helping redirect folks as necessary.

Number 9 contingency plans. These all get down to response teams; identify the types of hazards, what’s the recommended action for contact and communication. You can only control so much, and I think this is an area that you can get bogged down. Intel used to have commercials out there that they ask the big question, what if and just exploring the possibilities, but by the same token, you handle what is predictable and be ready. You can’t envision a meteorite hitting the job site, and all of a sudden we have a bigger problem, or a tsunami screaming across and rushing onto 400 ft. elevation. At some point, you just have to go forward, and you’ve mitigated all those things that you can deal with, which gets down to things like weather, visibility, machine conditions, personnel assignment, personnel locations. All these things you can have some reaction to because you can see them, you know that they’re there and technology that is helping inform you including weather. We’re going to pick up on some winds this afternoon, well our technology is helping us and that technology resolves some of these issues related to contingency plans. We simply won’t even start a small lift if we know we’ve got wind moving in, or large fog bank moving in, visibility zero and your lift plans requires certain degree of visibility to be able to be lifts. In certain environments I know we got cloud action and visibility always an issue, take san Francisco and those areas that get fog all the time, and numerous pictures have been around on the internet that you see entire crane well above the cloud line and fog line. He cannot see anything below him. So they just work on contingency plans. They work on radios and the operator will potentially have a counter inside the crane lift so he can tell how far the block is when it’s coming down at 150 ft. and he knows, he’ll start to slow down. Also radio communications can be on a continuous basis. There are things that are out of our control, do the best you can but really, we can only manage to the things that are really reasonable to be in front of us and deal with them.

I can tell you, and we can sit together and hold hands, saying we can’t cover everything, and you’re right. But to those things that can be evident, can be realistic, and then let’s deal an answer for those and move forward. The last thing here is emergency action plan. This is not generally created by the LHE crew. This is generally provided by site safety and/or their designees. These are the folks that are driving that bus. The site plan will have that emergency action plan pre-identified responders, and then just simply ensure that the rigging team is informed and they understand those responses. It could be gas leaks, gas spills, chemical leaks, and all those things. We just need to know what to do if. So those things are predetermined during the pre-lift meeting and discussed. Folks have some privy, some inside information as to what we do here given these circumstances and conditions. This typically is implemented and managed by a site safety folks, and they should be an integral part in lifting activities on your site. Alright, Zack, I’m going to do this and we’ll be ready for poll. The pre-lift meeting and this can be for standard or critical lifts. This can get into obviously, it’s a step by step process, and one is review the activity at hand, what are the activities. What are the sequences of events that we are going to be incurring? What are the folks supposed to be doing, signalers, spotters, attending persons, traffic control persons, so on and so forth. Riggers, operators, and so on. Rigging the load, unrigging the load, entertaining questions and finding solutions for them, that’s typically the lift director’s job. Then the review. This may or may not happen, sign off in some cases is a requirement in a number of nuclear facility, and industrial facilities may not have anything signed or managed by the lift director and lift planner. The pre-lift meeting for standard lifts could be 3 minutes or 5 minutes, for critical lifts, it could be two days or more. The pre-lift meeting is a discussion and dealing with each one of the items listed here, and as they arise. The questions and solutions could lead you to a whole another series of 2or 3 hours of other issues that may arise that the lift planner has not been able to track down or solve yet. You may have two or three pre-lift meetings, even a couple of days before a large lift, as you resolve these items that are connected to some of these questions and finding some of those solutions.

Zack, I think we’re going to do a couple of back to back polls here.

Zack: Yep, we’ll launch the first one right now regarding pre-lift meeting. “Does your company/organization conduct pre-lift meetings for standard lifts?” There are tons of lifts done every day, and every week, so it’s not a numbers thing. It’s more in general. The answer may be never to always. Never, Sometimes, Often, Always. Looks like we have about 60% of the votes coming in. everyone stay tuned because we have another poll right after this one. We’ll go ahead and close this one in about 3 seconds. It looks like the results will show sometimes, 40 percent of the folks said sometimes during standard lifts, never was 13 percent, Often 23 percent, and Always 20 percent. So, the next question you guys, is regarding critical lifts. So does your company/organization conduct pre-lift meetings for critical lifts? So please go ahead and give us your thoughts on that. As opposed to standard lifts, let’s go ahead and chat really quickly about critical lifts. Overwhelmingly, it looks like most people have written down often and always will leave the poll here for another 3 seconds or so. We have most of the votes in now. The polls will show 75 percent of the people always, 21 said often, and 4 percent sometimes and 0 percent said never. So, the results are pretty indicative of your findings with the 85/15 rule, I think, in the pre-lift go along with critical lifts. Is that right?

Mike: Right, yep. They may be fairly short in their application, it may be a production company with high production items, and all riggings have been pre-inspected. The pre-lift meetings may be 5 to 10 minutes, 30 minutes, because you may be tasked with new task, new players, new operators, new rigger, new lift director. Everyone has to be dialed in. But at the end of the day, it may be a production lift which means they’re repetitive, but still critical. Those decisions for what’s covered should come right off your lift plan and right down through the sequence of events and participant’s assignment. So, Thanks Zack. Let’s take a look at the next part is to execute the critical lift that would be our case. We’re going to assume that it’s a critical lift. In doing that, the LHE is inspected, the load is inspected, the rigging and people and sites are ready. We do it, at some point, just like Nike says, just do it. There may be some infringements there, we got to get down to getting the load moved and handle everything, working and working appropriately.  Once that is done, initiate the lift and stop if absolutely necessary according to contingency or acceptable methods. If impossible to proceed, stop all and secure LHE and the load. This is a storm moving in, some things happen and some things you have to have a response to it, do it intelligently and smart, and make sure everybody’s okay. Make sure the loads good, the LHE is good. The lift is performing, and we do a post lift review. This is something I really encourage all our listeners to get involved in. after you’re done, don’t just tuck away your rigging – actually review your critical lift, inspect, and update the lift plan. You may have another lift to make just like the one performed, and we want to make sure we got that, it’s really a benefit for the old team, but also the new team and it is a huge time saver if those things will be done in a repetitive nature and we need to do these 16 load moves that may bridge trusses and other items that is really close if not exact. Power cranes move along, constantly at 60 ft. from landing, and the pad’s prepared. Everything’s fine. So there’s repetitive lift activity, enhancing that for those duplication type lifts is really valuable. Hands down, if nothing else changes, hands down on a lot of revisiting and a lot of re-inventing the wheel, which is not always popular and a fun thing to do. Taking a look at the lift plan, is it still workable, still doable, can we do it? Yes, then we go forward. Alright. I’m going to take a look, I tossed up on the screen a minute ago, these are four pages – I’ve got them in miniature view here, I want to bring it up to show you what we’ve got. So, you’ll notice we have a lift data page, I’ll pull this up in a minute, a travel pass, and personnel placement page. Then we got a load schematic, rigging schematic, and we got personnel. I’m going to take you down this really quickly, just takes about 3 or 4 minutes. Let me bring these up so they’re more highlighted here. In this particular, let me get you the first page here, this is really the lift data page. In our discussions today, we identified the load as being the items of primary concern and actually our number 1 item. So this entire bank right here is item number 1. Item number 2 is this particular plan, denoted as the crane, so all the data is collected there. All the collections points are highlighted and noted. Item number 3 is down below, we covered in the presentation, is the rigging, and this rigging then transfers over to the rigging data and how it is assembled. This carries over to its own unique page, and highlights rigging components point, the rigging method, the capacity, what you noted from the front page. It helps the crew understand how we’re measuring up, what’s the load handling method, and we’ll put the tag line on and we’re moving the right direction. The rigging actually enjoys its own page and we’re on another section.

Number 4 is right here. It is about the load travel path and personnel. Note we got the location of the crane set up, it’s going to be stationary, and it’s going to take off this north facing swing at 180 degrees to the south direction, then boom down and place the load at about 65 ft. radius. We’ve got a general idea of where we’re going to be, we’ve also got highlighted tag line person there, here’s our signaler, the operator is right there,    and we got a spotter down there, Dan is a spotter at set down point, so we’re handling both the load and LHE travel path, all is applicable. So are personnel assignments. Personnel assignments are also covered on the last page, I’m going to number 5 rights here, as it is the 5th one. This is a lift plan that was made for a particular lift in Texas, and we have a lift for all those, and an active role in operator, signaler, rigger, and site supervisor. All the way down through the right side, I’ll blow this up and see that we’ve got Kim Evans right here, then Dan were there as responsible. Whether, when and ground conditions of tolerance. Evans and Dan were here and is barricaded in traffic routed, bill Humphrey and Scott Lucas ensure crane and rigging is inspected and placed properly with correct configuration, on the following, we have the sequence of events, on  command for operations to go forward, signaling and hoist load one foot on hold, stop 2 minutes to confirm the load, signaler to aid in stops, signaler to swing to operator’s right 180 degrees, so everything is detailed down as to who’s doing what, where the load is going,  and this is all discussed during the pre-lift discussion. So, it is helpful because this is where your questions and solutions come up and thought of everything, we have the instruction, we have verification, and all of those things start to come out in this review of the sequence of events. I’ll go back into page 1, item 6, site considerations and foundation. We have foundation right here, power line issues involved; we have to travel with the load, work load and traffic patterns, and so on. Then let’s come down a little further, and come down on this consideration on our data page, we have personnel, and task and assignments, and safety considerations. All the folks here are initials based on who’s checking or who’s confirmed, those items are in place. Right down below, we finished with our contingency plan. Here are number 9 and contingency plan can set load at half point no obstructions. We can set it right back down on the ground, we can swing and set it at the full swing arc, set down, the only issue would be setting it down at its upper left landing, and that may be the issue. Yes, we can set it down at its full arch if there are no obstructions. In 10 as we discussed in the presentation, EAP is emergency action plan the review is by site safety director, and that’s covered. This entire 4 page document actually covers all 10 points that we discussed today, and just for anyone that would like to get this electronic version, if you don’t already have something, as a courtesy from ITI, I would love for you’re to have it. Why don’t you contact Jonah@iti.com and ask for the mobile crane, critical lift plan. So if you’d like to get one of those in excel document, it is copyrighted but we’ll let you use it in-house and you can’t sell it, but you can use it if it helps you out – consider it a gift from us to you. You can get that critical lift plan in excel format and you may have lots and lots of documents in-house that you already use, but at least it is a 4 page document to which to build. As you noted during what I had been able to show you is, all of these items are handwritten in long hand form, certainly a lot of folks will be able to type in all the data, type in all the information as appropriate. You can roll in pictures as we’ve done here. There’s a tone of things you can do here, and use, and certainly get back to – we wrote it in this plan but it can be typed in quickly. This was able to get a list knocked out fairly quickly, but early. So writing it by hand is not against the law, its fine and at least it can be communicated. It’s easy to share with the team. Everybody’s get an understanding of how we’re getting it and how we’re going to get there. Let’s see if we have any questions. Anything I can help with, and this is all part of the P30 core base of material that will be hopefully printed by Christmas, and/or before, and the B30 documents that Zack has mentioned, these are not brand new by any stretch, but the P30 document will be finalized, it is up for a public review board right now, and these are at least the 10 steps that certainly are contained within the P30,  they’re again, by a consensus group of 25 that have helped assemble this, almost everybody brought the same list of 10 points, 10 major items they thought should be considered and these are the things that are presented to you today, and they will be highlighted within the P30 lift plan document.

Zack, are there any questions, anything that we can help with? Otherwise we’ll be signing off pretty soon.

Zack: I didn’t see any questions come through yet. If somebody has any specific questions answered, you can write them in the questions pane. I think you covered really well, but one question I would have, when I put myself in the audience, is how much direction does P30 give to use these 10 steps, meaning – is it the best practice approach? What are employers supposed to do with the 10 points?

Mike: That’s a great question. What this will be, there is ASME P30 as with other documents, as we all know, and they’re all voluntary. Quite often, OSHA and Canadian groups will directly reference them, and so when they are referenced by OSHA or OH&S in the Canadian province, then they become law. They are published as a voluntary first, and then from time to time, these groups that are legislated will then refer to them and they become a part of the law. This is written as a load handling guideline, there are a lot of shall in there and should, and it is what we call as a best practice. I think it’s a little too early to tell if it will be referenced, but I believe it eventually will be by OSHA and OH&S. the ASME groups are volunteers, they are not part of the legislative activity. Once they create a document, they do get adopted into a governmental oversight group for regulations. So, at the moment, the best practice will they be regarded as a legislative item, I’d at least say 50/50, there’s at least a dozen different documents from ASME that are being referenced and used by OH&S in Canada, so right now, there’s a best practice and a good chance they will be referenced as a legislated requirement. Hope that answers your question

Zack: Yep, very good. What I’d like to point out to everybody, I’m showing my screen now, is that on our website you can learn a lot of the courses we conduct around the objects and training tabs, our whole curriculum under there, lift planning, we do have a critical lift planning course and a lift director course, and those are in our lift planning school.  It gets a lot deeper into the whole crane lift plan excel document Mike was talking about. I encourage you to check out those open enrollment dates and we can also conduct the courses in your facilities. I want to punt that out after you mentioned that. We’re already training it. We train it for skills building and employers pay us to do that every day to train their employees, meaning that it is not yet legislated but it is highly demanded. I’m sure it will be adopted fairly quickly throughout North America. On that note, one question did come in, Mike, when you engage an independent reviewer or monitor with lift plans, critical lift plans. When do you do that, when would be an appropriate time to do that?

Mike: that’s a great question, Zack. Keep your screen up for a moment if you’d like. Or I can take. It is- I’m going to say it is pretty rare- this may come as a surprise. Question- I understand the question, when do you use a third party would be the typical phrase, I’m guessing. Really, what happens is, a general contractor, the project owner is overseeing the entire activity. They may likely employ a general contractor. That general contractor may then use an LHE specialist and those might be folks that are part of the SCRA, Specialized Crane and Rigging Association, they may bring in gold hard patrollers or they may use gantry systems, two crane picks, and all kinds of things. They will not be a requirement by the project owner as a third party, or a general contractor. So either a project owner or general will not require. But LHE specialist, whoever is going to be the load handling contractor, to get the load installed. They roll it into the project, load it, and set it. I’m going to suggest to you, only about 5 percent of the time will they use a third party and at this level for these folks, for the specialist to use, it will probably be an equipment specialist. These are folks that bring in a third party, they may specialize in the equipment usage, and that it’s being leased to rent, and they may bring a specialist to help assist with that. On the other side, I have seen about 10 percent of the time, depending upon the complexity of the activity and ongoing work. Will a general contractor bring in a third party to help defend what’s going on in the site? It’s not a very comfortable situation, general contractor may be a good, somebody sent out bit package  and x,y,z has received that package, and for whatever reason the contractor says I want to have a separate set of eyes and this will be our representative to attend these lift planning sessions and lift planning activity, prelift meeting and so on, and he will be our eyeballs who knows all about this type of load handling activity and if he’s got an issue or a question, he needs to be responded to as if he’s responding directly to us as a general contractor and respond in kind. It’s not done very much, but it can be done and I know it is, in a few cases, we even served in that role with the power company for a transformer installation. It’s just a specialist that’s dialed in but they’re there, it’s almost a liability position that the third party is brought in, it’s rare but it can happen. Third parties are really rare, because this contractor actually signs on with insurance and all kinds of things to take on that project, and there’s generally very few people goofing around their lifting activity and planning work. So, it has to be for special purpose, and it might very well be for general contractor liability purposes, they’ll bring in Matt or whoever and he’s going to be our representative during all planning and execution activities, it’s just for insurance purposes. Not very common, right out of the box, not very common.

Zack: Yes, certainly. Another question just came in  on that, if there’s no contractor involved, meaning it’s just an in-house critical lift plan, is that more third party? This is actually just outside vendor would come in as a separate expert, correct?

Mike: that’s correct. So, if it’s an in-house project team and they’re all within that corporation, very definitely, and if it’s in this  critical lift plan category, I’m going to suggest to you that it wouldn’t be anything unusual to get 20 to 40% of the time that they bring in a specialist, to help resolve issues related to that load handling. That’d be very common. That’s where they may lease set of equipment; they may send some production folks. They have most of the knowledge, maybe a little form with equipment they’re using, but it’d be a much bigger percentage that they bring in a third party to help assist in those activities. I certainly agree with that.

Zack: Sure. Just to point out Jim Warrol should be online; you had a good comment on that as well. He’s on multiple lift planning committees, he made a comment: reviewing the third party review s that I have completed, I was lucky that most have well-developed plans by reputable subcontractors. However, nearly all cases I have uncovered some small issues, probably not be a cause of an accident, but would be in the case of an accident and be in a lawsuit problem. He’s done a lot of oversight and it’s always great to have another set of eyes in there, politically, Mike – the issues you were talking about having an outside third party in there especially when you hired a contractor. Right?

Mike: Right, yes. Jim’s absolutely correct. You know, the thing is, we all focus on 90 percent of the things we’ve grown up with, a third party come in from time to time is very helpful because they look at other 10 percent of things that these have bit them in the rear end before and site locations they worked in. it’s very helpful to have that other perspective to give, uncover some of those things. It can be very beneficial, but the money when you start thinking about 1,2,3,4 million dollar accident to pay 5 or 10 thousand to have a specialist come in and just give a review, a peer review and try to find any little nuggets in there that might be an issue, a problem. Very good point, Jim. I appreciate that contribution. Very valuable.

Zack: Thanks, Jim, as well. We have a couple more questions we’ll do. I want to take an opportunity, I hate pulling plugs for educational opportunities, but in our field services team, we do a lot of critical lift plan reviews and it’s really for internal teams, right Mike? We do lift plans without contractors involved. We also will help conduct lift director services. That’s where we’re hired by the employer that’s just handling everything in-house, if they just have another set of eyes we have a couple of guys in our team that is really experienced in this. If anyone is ever concerned or, it’s almost like when you don’t have 100 percent confidence to think about your internal team, it’s about insuring yourself that you have another set of eyes like you said.

Mike: Yep.

Zack: I’ll turn it back to you, so during lift planning, if I cannot find required info or LHE instruction, meaning that if something is prohibited or not allowed, can I still do the lifting if I can prove the method or my method statement?

Mike: Okay, restate that fact. Let me get my head around that really quick.

Zack: it was typed out interestingly, I can’t find the required info on the load handling equipment, meaning that they’re not finding that their equipment is prohibited or allowed, for something, can they still proceed with the lift if they can prove the method or the method statement?

Mike: I’m going to give two part answer to that. The first response is, no, don’t go forward. The reason for that is we need to exhaust the inquiry to the LHE manufacturer that they either allow or prohibit. We need to satisfy that and get it in writing.so, until that is accomplished, we need to stop and get that determination made. So, the LHE manufacturer, if we want to put a load up on top of the gantry system and we’ll potentially up some incline or whatever. It’s way out of normal bounds for the use of that equipment, but the first thing that the lift director want to do is get that information, do not proceed assuming I can do this on my own, we need to fully exhaust our investigation with that LHE manufacturer and get it in writing that they allow it or prohibit it. One way or the other. By allowing it, they’ll give us the allowance guidelines restrictions, limitations, all those things that go with it. The second part of that answer, if the decision is to go forward, then I have to be forewarning here, that equipment lessor or the party is there accepting all risk. That is – I would want their upper management, their president, board of director, CEO and insurance carrier understand that we have a big grey area here, but we think we can do this with this equipment and everybody needs to sign off on it because they’re putting the entire organization at risk if not personnel equipment, property production capacity, everything. If they opt to go forward, they really should be appreciating. I’m putting everything on the line over here and we’re accepting, and that may be the case, we may have some very strange lifting activity. There is no prohibition or allowances, and manufacturer won’t give you either way, then just understand that you become equivalent to the manufacturer and the LHE engineering group – can I decided to do this or not do this with that type of equipment. In so doing, accepting all risk. It’s a very delicate dance, and it’s very serious to make that call. We definitely want to do first, make sure we chase that bunny down the trail all the way through the LHE manufacturer is either all in or all out. If the prohibition is there, we go ahead and go forward even against the prohibition, that will be willful negligence. A lot of circles. I think that could be cause for some major pushback if there is an incident and people could be looking at some serious issues with OSHA, even some criminal activities for going against direct prohibited activity by a manufacturer. So it’s really thin ice to go. You definitely want to go after the manufacturer first, get it back first. Pretty much the first line of action. Good question, very good question.

Zack: Okay, thank you. I have to say, Mike, we’re 10 minutes over our mark so probably should wrap it up. I really appreciate everyone joining today, I hope you learned something and we’ll let you know – the presentation will be on our website. You’ll find on ITI.com/showcase you’ll find all past, present presentation files as well as the recordings. Feel free to check them out there, Mike will give you a last word. Thank you everybody for joining.

Mike: I hope everybody has a great summer and get the best use and time with your family. Enjoy the summer break wherever you’re at, and enjoy your kids and enjoy your spouse. Have a super summer and looking to have you joins us with future programs in the next 2 or three months. We’ve got some exciting presentations coming up with our own staff and others. I wish you very well and always rigger right. That is our company logo, taking the right steps, right moves, and keeping everybody safe. Have a great summer and we’ll talk to you soon. Thanks.