Policies & Procedures



Environment, Health, & Safety


Powered Industrial Trucks Policy

SOP Number:  20.003
Effective Date:  June 1, 2002
Review Date:  July 18, 2012
Replaces:  20.002
Review by:  Cathleen Eldridge, Associate Director, EH&S
OSHA Standard 29 CFR 1910.178
The State University College of New York at Plattsburgh is dedicated to providing a safe work environment for its employees.  This policy is intended to establish requirements to insure employees are trained in the proper use of powered industrial trucks, thereby meeting certification criteria set forth in OSHA standard 1910.178.
This policy is to be followed at all Plattsburgh State University sites and by all personnel when using powered industrial trucks.
Site managers and/or supervisors are responsible for ensuring all employees who must operate powered industrial trucks are competent to operate a powered industrial truck safely and comply with this policy.  The Environmental Health and Safety Department shall make training available as required.
The units owned and operated by the University are E, G & LP designated units. E designated units (2 electric pallet jacks) are electrically powered units that have minimum acceptable safeguards against inherent fire hazards.  G designated units (forklift) are gasoline powered units having minimum acceptable safeguards against inherent fire hazards.  The LP designated units (forklift) are liquefied petroleum gas (propane) powered units also having minimum acceptable safeguards against inherent fire hazards.
The certified operator is one who has been fully trained and tested, who knows the general design of the vehicle, and who has learned safety inspections and safe driving rules.  Only a trained and authorized operator shall drive or operate any powered industrial truck.
Trainees may operate a powered industrial truck only under the direct supervision of persons who have the knowledge, training, and experience to train operators and evaluate their competence; and where such operation does not endanger the trainee or other employees.
Training shall consist of a combination of formal instruction (e.g., lecture, discussion, interactive computer learning, video tape, written material), practical training (demonstrations performed by the trainer and practical exercises performed by the trainee), and evaluation of the operator's performance in the workplace.
Powered industrial truck operators shall receive initial training applicable to safe operation of the trucks in the workplace and any other operating instructions, warnings, or precautions listed in the operator's manual for the type of vehicle that the employee is being trained to operate.
All operator training and evaluation shall be conducted by persons who have the knowledge, training, and experience to train powered industrial truck operators and evaluate their competence.
Refresher training in relevant topics shall be provided to the operator when the operator has been observed to operate the vehicle in an unsafe manner; the operator has been involved in an accident or near-miss incident; the operator has received an evaluation that reveals that the operator is not operating the truck safely; the operator is assigned to drive a different type of truck; or a condition in the workplace changes in a manner that could affect safe operation of the truck.
An evaluation of each powered industrial truck operator's performance shall be conducted at least once every three years.  This certification shall include the name of the operator, the date of the training, the date of the evaluation, and the identity of the person(s) performing the training or evaluation.
Safety Requirements
Industrial trucks shall be examined before being placed in service, and shall not be placed in service if the examination shows any condition adversely affecting the safety of the vehicle.  Such examination shall be made daily.  Defects when found shall be immediately reported and corrected.  The user shall also see that all nameplates and markings are in place and are maintained in a legible condition.
Any power-operated industrial truck not in safe operating condition shall be removed from service.  All repairs shall be made by authorized personnel.
Stunt driving and horseplay shall not be permitted.
Fuel tanks shall not be filled while the engine is running.  Spillage shall be avoided.

Below find links for Powered Industrial Trucks Check Lists to be used prior to daily use:

Contact Information

Cathleen Eldridge, Associate Director
Office: Sibley Hall 421
Phone: 564-5009
Fax: 564-5082
Email: eldridcm@plattsburgh.edu