rigger training stages 1 and 2

OPITO APPROVED STANDARD

Rigger Training (Stages 1 & 2)

Rigger Training (Stage 1) Standard Code: 9088

OPITO Approved Standard Rigger Training (Stages 1 & 2)

OPITO

Revision 1 (Mar 2011) Amendment 2 (January 2013) Page 2 of 56

OPITO STANDARDS OPITO is an Industry-owned not-for-profit organisation that exists solely to service the needs of the Oil and Gas Industry. OPITO is employer led in all aspects of what it does, therefore all standards development activities are at the behest of industry employers. The standards are driven by the needs of employers to help create a safe and competent workforce. This standard is owned by the Oil and Gas Industry and maintained by OPITO who are the nominated custodians of all Industry standards within the OPITO portfolio which carry the OPITO logo. The contents of this document were developed by an industry workgroup facilitated and supported by OPITO. The workgroup consisted of representation from a cross section of oil and gas industry employers, discipline experts working within the industry and members of the OPITO Approved Training network. This standard has been verified and accepted through the governance and integrity management model for OPITO standards. Guidance on this standard is available by contacting OPITO at: Standard Enquiries

This standard has been designed to accommodate global variations in national legislation and regulations. In the absence of relevant national legislation and regulations, OPITO approved centres should use legislative and regulatory criteria specified within this Standard.

OPITO All rights reserved. No part of this publication may be reproduced, stored in a retrieval or information storage system, or transmitted in any form or my any means, mechanical, photocopying, recording or otherwise, without prior permission in writing of the publisher.
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OPITO


AMENDMENTS

AMENDMENT & DATE PAGES CHANGES MADE BY

CHECKED BY

APPROVED BY

Full 3-yearly review of the Standard completed in

March 2011 New Revision: Rev.1

All M. Carr

Industry Work Group

J. Cameron

1 Amended Appendix 1 to include more relevant OPITO information Revision 1 Amendment 1 23-August 2012

Appendix 1, page 26

M. Foo M. Carr P. Lammiman

2 Replaced Course Code with Standard Code in Title Page and amended reference to course identification code with OPITO registration code under section D.3 Certification - to align with other OPITO standards Revision 1 Amendment 2 10-January 2013

Title Page, page 24

M. Foo M. Carr P. Lammiman

Any amendments to this Standard by OPITO will be recorded above.


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CONTENTS

INTRODUCTION ........................................................................................................................ 5

SECTION A STAGE 1 INITIAL TRAINING PROGRAMME ................................................... 7

A.1 TARGET GROUP FOR STAGE 1 ........................................................................................ 7 A.2 DELEGATE PRE-REQUISITES FOR STAGE 1 ....................................................................... 7 A.3 PHYSICAL AND STRESSFUL DEMANDS OF STAGE 1 ............................................................ 7 A.4 AIM AND OBJECTIVES OF STAGE 1 ................................................................................... 9 A.5 LEARNING OUTCOMES OF STAGE 1 ................................................................................. 9 A.6 PERFORMANCE EVALUATION OF STAGE 1 ...................................................................... 12 A.7 DURATION AND TIMING OF STAGE 1 ............................................................................... 13 A.8 STAGE 1 INITIAL TRAINING ............................................................................................ 14

SECTION B STAGE 2 Supervised Workplace Experience ............................................... 19

B.1 TARGET GROUP FOR STAGE 2 ...................................................................................... 19 B.2 CANDIDATE PREREQUISITES FOR STAGE 2 .................................................................... 19 B.3 SUPERVISED WORKPLACE EXPERIENCE FOR STAGE 2.................................................... 20

SECTION C RESOURCES .................................................................................................. 21

C.1 STAFF ......................................................................................................................... 21 C.2 TRAINER / DELEGATE RATIO ......................................................................................... 21 C.3 FACILITIES ................................................................................................................... 22 C.4 EQUIPMENT ................................................................................................................. 22

SECTION D ADMINISTRATION & CERTIFICATION .......................................................... 23

D.1 JOINING INSTRUCTIONS ................................................................................................ 23 D.2 VALIDITY AND RENEWAL ............................................................................................... 23 D.3 CERTIFICATION ............................................................................................................ 23 D.4 ADMINISTRATION .......................................................................................................... 24

Glossary of Terms and Abbreviations .................................................................................. 25

Appendix 1: OPITO Information ............................................................................................ 26

Appendix 2: OPITO Stage 1 Rigger Initial Training Record ................................................. 27

Appendix 3: Stage 2 Logbook Work Experience Requirements ......................................... 28

Appendix 4: Stage 2 Logbook ............................................................................................... 29


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INTRODUCTION

Industry requested that OPITO develop a robust and auditable minimum standard for training and competence assessment for the role of the Rigger. A rigger uses fixed and portable lifting equipment and accessories to locate loads to a position to allow final installation or fixing, or move loads to a position where they are accessible to a crane. The Riggers route to competence certification and re-assessment is comprised of four key stages. The four key stages are: Stage 1: The Initial Training Programme

Delegates successfully completing the Initial Training Programme will be awarded an OPITO Stage 1 Training certificate; this entitles the delegate to progress to Stage 2: supervised workplace experience. The Certificate is valid for 2 years.

Stage 2: Supervised workplace experience

Stage 2 specifies the series of supervised tasks which the candidate will be required to complete in order to gain relevant experience in the workplace. The candidate must complete a log book record of the supervised tasks.

Stage 3: Competence assessment

Stage 3 specifies the assessment process and criteria for the Candidate to demonstrate competence in the Rigger role. Successful candidates will be awarded an OPITO certificate of competence. The Certificate is valid for 2 years.

Stage 4: Re-assessment of competence

Stage 4 specifies the re-assessment criteria for riggers, who wish to maintain their OPITO competence certification,

Successful candidates will be awarded an OPITO certificate of competence The Certificate is valid for 2 years.

Note: An experienced rigger can opt to take the Stage 3 Assessment without completing Stages 1 and 2, providing they have verifiable evidence of the relevant experience - see the OPITO Rigger Competence Stages 3 & 4 (Assessment ) Standard for details. This standard specifies the Stage 1 and Stage 2 Initial (introductory) Training Programme and supervised workplace experience requirement for the Rigger role. The Rigger Competence (Stages 3 & 4) Standard, which is explained in a *separate OPITO standard to this one, specifies the competence assessment and reassessment process and criteria for the Rigger role. *Separate OPITO Standard: The OPITO-approved Rigger Competence (Stages 3 & 4) Competence Assessment Standard.


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OPITO Rigger Standards: Four-Stage Progression Guide

Stage Description Success Requirement Delegate/Candidate Successful Delegate/Candidate Unsuccessful

1 Initial Training

Programme Achieved all 44 Learning Outcomes plus 80% or greater pass mark in written test.

Delegate awarded OPITO Stage-1 Training Certificate [valid for 2 years] and can progress to Stage-2

The delegate will be required to retake the Initial Training Programme

2

Supervised Workplace Experience

(logged)

Fully completed logbook of Stage-2 tasks (to be completed within 2 years of gaining a Stage-1 Certificate) Each task must be signed and dated by:

(a) A competent witness, and (b) A task supervisor

The Stage-2 Logbook must also be signed by a senior employer representative on completion of all the tasks - while working for that particular employer. Note: If the candidate Rigger changes employer: he/she will require a further signature from a senior representative of the new company. See key below for signatory role definitions

No Certificate awarded. The Candidate will become eligible to take the Stage-3 Competence Assessment within 2 years of being awarded the Stage-1 Training Certificate.

The candidate will be required to retake Stage-1 Initial Training Programme and complete stage-2 tasks.

3 Competence Assessment

Successfully completed all Stage-3 Competence Assessment Units and achieve 80% or greater in Knowledge Assessment written test.

Candidate awarded an OPITO Stage-3 Competence Certificate [valid for 2 years] Deemed competent to undertake the Rigger role.

No certificate awarded. Candidate must retake the Stage-3 Assessment.

4 Reassessment of Competence

Successfully completed all Stage-4 Competence Assessment Units and achieve 80% or greater in Knowledge Assessment written test.

Candidate awarded an OPITO Stage-4 Competence Certificate [valid for 2 years] Deemed competent to continue to undertake the Rigger role.

No certificate awarded. Candidate must retake the Stage-4 Assessment. Candidates employer to decide how to address the competence gap to allow the Rigger to continue in the role.

Stage 2 Signatory Role Title Signatory Role Definition

Competent Witness A competent member of the Rigging Team who witnessed the candidate completing the Stage-2 task

Task Supervisor Person in overall charge of the task to be carried out.

Senior Employer Representative Person in a senior role within the candidates employing company.


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Revision 1 (Mar 2011) Amendment 2 (Jan 2013) Page 7 of 56

SECTION A STAGE 1 INITIAL TRAINING PROGRAMME

A.1 Target Group for Stage 1

The target group for Stage 1 is personnel who have had little or no training and experience in rigging and lifting operations and wish to gain an OPITO Rigger Training Certificate by completing the OPITO-approved Initial Training Course for riggers in the oil and gas industry.

A.2 Delegate pre-requisites for Stage 1

There are no pre-requisites for Stage 1 Initial Training.

A.3 Physical and stressful demands of Stage 1

Training and/or assessment activities contained within this Standard may include physically demanding and potentially stressful elements. All personnel who participate in such activities must be physically and mentally capable of participating fully. OPITO-approved Centres are therefore required, as a minimum, to ensure that prior to participating in practical exercises the delegate or candidate provides written confirmation that they deem themselves physically and mentally capable of undertaking all aspects of the training or assessment. Centres must also make the delegate/candidate aware that they must immediately inform the Centre staff if this capability changes at any time prior to, or during the programme. Delegates/candidates must be advised that they are required to declare any current or pre-existing medical conditions which may be exacerbated by, or impair their ability to complete, the training/assessment programme. Should this be the case, the individual may be required to provide an authentic medical certificate issued since any identified medical condition was diagnosed. The OPITO-approved Centre shall keep a record of the delegates/candidates declaration of fitness in accordance with their document control policy(s) or procedures. This information, along with summary details of the type of physical activities the delegate/candidate will be asked to perform, will be given to delegates/candidates by the OPITO-approved Centre and, if applicable, to their sponsoring company as part of the joining instructions. The responsibility for declaring any known current or pre-existing medical conditions that could have adverse effects to the individuals state of health while undertaking the training and/or assessment activities lies with the delegate/candidate and/or company sponsoring the delegate. Where doubt exists regarding the fitness of any delegate/candidate, the OPITO-approved Centre should direct the individual to consult a medical officer familiar with the nature and extent of the training. Continued.


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A.3 Continued. Note: Practical exercises should be designed and delivered solely to meet this Standard, and must not place on the delegates/candidates any physical or mental demands other than those required to meet the Standard.


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A.4 Aim and Objectives of Stage 1

The aim and objectives of the OPITO Stage 1 Initial Training Programme are to provide the delegate with knowledge of the rigging principles, general hazards and risks of rigging and lifting operations, an awareness of relevant legislation and regulation, and an opportunity to practice basic rigging operations following a lifting plan.

A.5 Learning Outcomes of Stage 1

To successfully complete the Initial Training Programme: delegates must meet all the Learning Outcomes specified below: Module 1 The role of the Rigger and an Introduction to Lifting Operations To successfully complete this module, delegates must be able to:

1. Explain the role and responsibilities of a rigger 2. Identify typical installation/site responsible roles 3. Identify and briefly explain typical roles involved in lifting operations. 4. Describe a typical reporting structure for the rigger 5. List the main health and safety legislation that applies to the rigger 6. Explain the relevant parts of Lifting Operations and Lifting Equipment Regulations 7. Explain the relevant parts of and Provision and Use of Work Equipment Regulations 8. Explain key control-of-work documents and their purpose 9. Identify and list typical hazards associated with rigging and lifting activities 10. Explain correct and safe manual handling techniques 11. Explain how to check that there is adequate access, work space and lighting within the

designated work area 12. Identify the various types of personal protective equipment (PPE) the Rigger would

typically use. Continued.


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A.5 Stage 1 Learning Outcomes continued. MODULE 2 Rigging and Lifting Operations To successfully complete this module, delegates must be able to:

13. Explain common rigging terminology 14. Identify which types of lifting equipment to use for different lifting activities, explain

their purpose and how to use the equipment 15. Identify which types of lifting accessories to use for different lifting activities, explain

their purpose and how to use the accessories 16. Explain sling angles and sling tension 17. Explain the purpose of inspections and thorough examinations 18. Explain the load characteristics that affect complexity 19. Explain the purpose of a risk assessment 20. Explain the purpose of a lifting plan and how to interpret information from a lifting

plan 21. Identify key criteria of a lifting plan 22. Conduct a lifting operation working from, and conforming to, detailed criteria

contained within a lifting plan 23. Correctly and safely position and install lifting equipment prior to starting the lifting

operation. 24. Explain reasons for informing all relevant parties of impending and ongoing lifting

operation 25. Explain how adverse environmental factors could affect the safety of the lifting

operation 26. Explain how to use identification tags, colour codes to establish SWL and WLL and

the certification of lifting equipment 27. Explain and demonstrate load weight identification and methods to determine the

weight of the load 28. Explain how to identify the safe positioning of personal involved in lifting operations,

and identify and establish escape routes from the work area. 29. Explain the benefit of trial lifting of the load 30. Explain how to establish load-bearing capabilities of structures and lay-down areas

that will be used on the planned route of the load. 31. Explain and demonstrate best practice communication methods and protocols prior

to, and during lifting activities. 32. Explain and demonstrate how to conduct lifting equipment pre-use and post-use

inspections. 33. Demonstrate progressively inching up the load to check the balance and security of

the load 34. Demonstrate cross hauling and transferring loads 35. Demonstrate rigging up unbalanced loads (loads with an offset centre of gravity) 36. Demonstrate rigging up and lifting loads where there is restricted access to the load

and load route path. 37. Demonstrate safe body and hand positions during the rigging and lifting operation

Continued.


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Module 2 Rigging Operations Learning Outcomes continued.

38. Demonstrate repositioning of lifting equipment during a cross hauling operation 39. Demonstrate moving the load at minimum height necessary to avoid obstacles,

locating and lowering the load to its planned location and position. 40. Demonstrate safe methods of disconnecting the load from the lifting equipment 41. Explain and demonstrate how to de-rig, correctly store lifting equipment after use and

record any damage to lifting equipment or load. 42. Explain and demonstrate the procedures to follow if lifting equipment or the load is

discovered damaged. 43. Explain the reasons for ensuring the worksite is left in a clean and tidy condition 44. Explain how waste from the lifting operation is properly disposed of according to

relevant legislation and company procedures.


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A.6 Performance Evaluation of Stage 1

Delegates attending the Stage 1 Initial Training Programme will be given a series of explanations and demonstrations. At the end of the course, delegates will be given a theory test to test their understanding of the knowledge elements of the Modules - specified in the Learning Outcomes from Section A.5. The test can be open book, must run for a maximum of one hour and include a minimum of 50 questions. The test should incorporate a balanced mix of the following question types:

(a) Multiple choice (b) True/false (c) Questions which require written answers

The Test pass mark is 80%.

Although both modules contain practical elements, Module 2 contains the most practical exercises in which the delegates must take an active part. Delegate performance in these practical exercises will be evaluated against learning outcomes specified in Section A.5 where they will be required to demonstrate various rigging tasks. Delegates must be informed of the results of the evaluation.

Training providers are required to complete, and delegates to sign the Rigger Stage 1 Initial Training Record in Appendix 2 of this Standard to verify that training providers have given, and delegates received the training specific to Learning Outcomes specified in Section A.5. If required, and time permits, extra coaching may be given to delegates by the training provider to enable them to reach the standard which leads to the award of a certificate. However, the time available during a programme may be limited and it should be recognised there may be occasions where other arrangements need to be made for further training. If any delegate fails to meet the standard, in the opinion of the training providers and after reasonable tuition, the entire Rigger Initial Training Programme must be repeated for the delegate to be awarded the certificate.

All practical exercise and test documentation completed by the delegates must be retained by the training provider for audit purposes.

Following successful completion of the OPITO Rigger Stage 1 Initial Training Programme, the delegate can proceed to the workplace to work under direct supervision of a competent person - in order to complete Stage 2 of the four-step process outlined in the Introduction section of this Standard.


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A.7 Duration and timing of Stage 1

The optimum contact time for the Initial Training is seen as 24 hours with an approximate ratio of 30% theory to 70% practical. Where this training is part of a programme of longer duration the total contact time per day must not exceed 8 hours and the total training day must not exceed 10 hours. The total training day includes contact time, refreshment and meal breaks and travel between training sites - where applicable.


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A.8 Stage 1 Initial Training

The Initial Training Programme outlined below will assist the delegates to meet the stated learning outcomes. The order in which elements of the training programme are delivered may vary. However, contents in Appendix 1 must be covered at the beginning of the course. To make efficient use of time and ensure effective learning: there should, wherever practicable, be an integration of the three phases of explanation, demonstration and practise. Full use should be made of audio/visual aids and course handout material. Training staff must give practical demonstrations for all training activities where delegates are required to practice and demonstrate what they have learned. Each module must be introduced by the training staff, and include:

(a) Aim The main purpose of the module (b) Learning Outcomes What the delegates are expected to learn (c) Timetable Training module duration and timing (d) Evaluation How delegates will be evaluated and what they will be evaluated

against (e) Staff - Who will be delivering the training and roles of training support staff

The Initial Training Programme consists of the following modules and elements: MODULE 1 The Role of the Rigger and an Introduction to Lifting Operations Element 1.1 The role of the Rigger Element 1.2 Introduction to lifting operations relevant legislation and management of the

hazards MODULE 2 Rigging and Lifting Operations Element 2.1 The principles of rigging Element 2.2 Preparing for the lifting operation Element 2.3 Carrying out the lifting operation Element 2.4 Restoring the work area and post-operation responsibilities


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MODULE 1 The Role of the Rigger and an Introduction to Lifting Operations

ELEMENT 1.1 The role of the Rigger Training Instructors to explain:

1.1.1 The role and responsibilities of a rigger 1.1.2 Typical Installation/site responsible roles e.g. OIM, Site Manager, Deck

foreman etc. 1.1.3 Typical roles involved in lifting operations and their main duties e.g.

banksman, slinger, crane operator and the Competent Person. 1.1.4 Typical reporting structures for the Rigger

ELEMENT 1.2 Introduction to lifting operations relevant legislation and management of the hazards

Training Instructors to explain:

1.2.1 Relevant legislation and regulations related to lifting and rigging operations, to include:

(a) Health and Safety at Work Legislation (b) Lifting Operations and Lifting Equipment Regulations (c) Provision and Use of Work Equipment Regulations

1.2.2 Control-of-work systems, to include: permits, procedures and tool box talks 1.2.3 Typical Hazards associated with lifting and rigging operations, to include:

(a) Dropped loads or striking adjacent equipment, structures or

machinery from lifting and rigging operations (b) Working at heights (c) Restricted access working (d) Working near live electrical equipment and machinery (e) Working near live process equipment and machinery (f) Working near or within multiple worksite areas (g) Chemical hazards (h) Environmental hazards e.g. strong winds, low visibility etc. (i) Dynamic forces affecting lifting and rigging operations e.g. FPSO

movement

1.2.4 Correct manual handling techniques 1.2.5 How to check that there is adequate access, working space and lighting

within the designated work area 1.2.6 Personal protective equipment (PPE) relevant to the Rigger


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MODULE 2 Rigging and Lifting Operations

ELEMENT 2.1 The principles of rigging and lifting Training Instructors to explain:

2.1.1 Common lifting terminology and what each term means, to include:

(a) SWL (b) WLL (c) Lifting equipment (d) Lifting appliances (e) Lifting accessories (f) Factors of safety (g) Centre of gravity or balance of the load (h) Load security

Training Instructors to explain and demonstrate:

2.1.2 The purpose of different types of lifting equipment and which ones to use with different lifting operations, to include:

(a) Chain blocks (b) Tirfors (c) Beam clamps (d) Beam trolley (e) Snatch blocks (f) Pull lifts/Lever hoists (g) Master links (h) Skids/jacks

2.1.3 The purpose of different types of lifting accessories, to include:

(a) Chains (b) Slings (c) Hooks (d) Shackles (e) Eyebolts (f) Turnbuckles

2.1.4 Sling arrangements and the affect of sling angles on lifting suspended loads 2.1.5 Principles of sling angles and tension in slings 2.1.6 The purpose of inspections and thorough examinations

Continued.


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Element 2.1 The principles of rigging and lifting operations continued.

2.1.7 The safe use of temporary structural supports for lifting equipment e.g. scaffolding frames

2.1.8 Load characteristics which effect complexity: very large size, uneven weight distribution, a fragile load, difficult to access lifting points and dynamic loading.

ELEMENT 2.2 Prepare for the lifting operation Training Instructors to explain:

2.2.1 The purpose of a risk assessment and how to conduct a task-based risk assessment for a rigging and lifting operation

2.2.2 The purpose of a lifting plan and the key information it contains typical examples of lifting plans to be shown to delegates, and how to use them.

2.2.3 Communication methods and protocols used for lifting and rigging operations agreed industry best practice

2.2.4 How to establish the load bearing capabilities of structures, and lay-down areas that will be used on the planned route of the load

2.2.5 The importance of establishing escape routes from the work area 2.2.6 How to use identification tags, colour codes to establish SWL and WLL, and

check certification of lifting equipment. 2.2.7 Various methods and sources of determining the weight of a load e.g.

sourcing data from the manufacturers manual. 2.2.8 Pre-use inspection of lifting equipment 2.2.9 How to position and install (rigging up) the lifting equipment for the lifting

operation 2.2.10 Why it is important that all parties that may be affected by the lifting operation

are made aware of the impending and ongoing lifting operation 2.2.11 The importance of accounting for adverse environmental factors e.g. wind

strength, poor visibility, icy surfaces etc. 2.2.12 Safe positioning of personnel involved in lifting operations 2.2.13 Trial lifting and its benefits

Training Instructors to give a demonstration of, and delegates to practise as part of a team:

2.2.14 Working to a detailed lifting plan and task-based risk assessment 2.2.15 Load weight identification and methods to determine the weight of the load. 2.2.16 Lifting equipment pre-use inspections and how to establish SWL, WLL and

certification. 2.2.17 Route risk assessment, route-planning methods and the importance of

walking the route.


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ELEMENT 2.3 Carrying out the lifting operation Training Instructors to explain, give a demonstration of, and delegates to practise as part of a team:

2.3.1 Inching up the load to check the balance and security of the load 2.3.2 Moving loads using specific lifting techniques, to include:

(a) Cross hauling/transferring loads. (b) Lifting, moving, lowering and landing unbalanced loads. (c) Lifting operations with restricted access.

2.3.3 Safe body and hand positions during the lift 2.3.4 Repositioning of lifting equipment (stop the job and reassess) 2.3.5 Ensuring that the load is moved at the minimum height necessary to avoid

obstacles and locate the load in its final position 2.3.6 Repositioning of lifting equipment during a cross hauling operation 2.3.7 Lowering the load at the final location i.e. positioning the load in the exact

location and in the correct orientation 2.3.8 Safe methods of disconnecting the load from lifting equipment and lifting

accessories

ELEMENT 2.4 Restoring the work area and post-operation responsibilities Training Instructors to explain, give a demonstration of, and delegates to practise as part of a team:

2.4.1 De-rigging and removing all lifting equipment from the lifting operation site 2.4.2 Post-use inspections of lifting equipment 2.4.3 Storing lifting equipment and lifting accessories after use 2.4.4 Recording any damage to lifting equipment or the load 2.4.5 The procedures to follow if any lifting equipment or lifting accessory is found

to be damaged 2.4.6 The disposal of wastes as a result of the lifting and rigging activities - in

relation to legislation and company procedures.


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SECTION B STAGE 2 Supervised Workplace Experience

B.1 Target Group for Stage 2

The target group for Stage 2 is personnel that have successfully completed OPITO Stage 1 Initial Rigger Training and wish to gain the relevant supervised workplace experience that would enable them to undertake the OPITO Rigger Stage 3 competence assessment.

B.2 Candidate Prerequisites for Stage 2

Candidates for Stage 2 require a valid OPITO-approved Stage 1 Rigger Training Certificate.


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B.3 Supervised Workplace Experience for Stage 2

A logbook (Appendix 4) to record the completion of the prescribed Stage 2 tasks must be given to the successful candidate by the training provider along with the OPITO Stage 1 Training Certificate. In Stage 2, the candidate will record his/her completed list of prescribed rigging tasks as outlined in Appendix 3 Work under supervision of a competent person The candidate Rigger must record the Stage 2 tasks in the logbook under supervision of a competent person. Witnessed and signed Each rigging/lifting task must be conducted on different dates and be signed off by a competent witness and a task supervisor (see Page 6: Four Stage Progression Guide for role definitions) Stage 2 Logbook - Senior Employer Representative The Stage-2 Logbook must also be signed by a senior employer representative on completion of all the tasks - while working for that particular employer. Note: If the candidate Rigger changes employer at any time during completion of the logbook: he/she will require a further signature from a senior representative of the new employer. (See Page 6: Four Stage Progression Guide for role definitions) Two years to complete Stage 2 The candidate Rigger has two years from the date on his/her OPITO Stage 1 certificate to complete the workplace requirements specified in the logbook and undertake the Stage 3 Rigger Assessment (see associated OPITO Rigger Competence (Stages 3 & 4) Competence Assessment Standard). Retention of the Stage 2 Logbook The Stage 2 logbook should be kept by the Rigger and may be used as part of his/her evidence requirements in their employing companys competence management system. It is advisable that the candidates make some form of copy (electronic or otherwise) of the Logbook as they progress through the Stage 2 tasks in case they lose the original Logbook.


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SECTION C RESOURCES

In order that this training programme may be delivered successfully it is essential that the right people are there to support the programme and that the appropriate facilities and equipment are in place.

C.1 Staff

In order for this training programme to be delivered successfully, it is necessary to have appropriate people in the training and supporting roles. Training Instructors must:

(a) Fully understand the requirements of this Industry Standard (b) Be occupationally competent i.e. they must have a valid OPITO Stage 3 or 4 Rigger

certificate, and a minimum of 3 years experience in the Rigger role. (c) Be trained in instructional/evaluation techniques, and have proven instructing/teaching

experience. (d) Be included in an ongoing training and development programme, which ensures they

are aware and knowledgeable of changes to relevant legislation and industry requirements.

All staff will have the appropriate competencies to conduct or assist with the element of training being undertaken.

C.2 Trainer / Delegate Ratio

The maximum number of delegates for the Initial training programme is 8. A minimum of three delegates is required to run the practical exercises in the Initial Training Programme. The following ratios indicate the maximum number of delegates to be supervised by one instructor at any one time during each activity.

Theory 1:8 [Instructors: Delegates] Practical 1:4 [Instructors: Delegates]


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C.3 Facilities

Facilities may vary depending on approved center locations, however training facilities must be of a required standard see below for details. Administration arrangements to support delegates from booking through registration and assessment to certification

Theory training area(s) so designed to enable each delegate to participate fully. Practical training areas so designed to accommodate the full working area of the rigging activities and to enable each delegate to participate fully. All facilities must be maintained and where appropriate, inspected and tested in accordance with current standards/legislation.

C.4 Equipment

As a minimum, the following equipment is required to meet the stated content of the Initial Training Programme:

1) Appropriate PPE e.g. safety boots, safety helmet, eye protection, hearing protection and gloves.

2) A variety of loads to be lifted e.g. structural steelwork, steelwork assemblies, pipework assemblies, plant and equipment, loads with an offset centre of gravity etc.

3) Examples damaged lifting equipment and lifting accessories 4) Appropriate lifting equipment and lifting accessories; the lifting equipment and

accessories should be of types typically found in a workplace rigging loft, to include:

a. Chain blocks g. Beam trolley

b. Snatch blocks h. Skids/jacks

c. Pull lifts i. Slings (wire/webbing)

d. Tirfor j. Eye bolts

e. Beam clamps k. Shackles

f. Master links l. Turnbuckles

All equipment must be maintained and inspected and tested in accordance with applicable legislation and standards. Certificates and maintenance schedules should be available at all times. Note: Damaged lifting equipment and lifting accessories - purposely used for specific assessment criteria by the approved centre - must be securely controlled and clearly identifiable to the assessor and centre support staff.


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SECTION D ADMINISTRATION & CERTIFICATION

D.1 Joining Instructions

The OPITO-approved Training Centre must provide the candidate either with a copy of the OPITO-approved Rigger Training (Stages 1 & 2) Standard or a link to the Standard on the OPITO website - so that the delegate can make himself/herself aware of the requirements of the Standard. All joining instructions, including information specified in section A.3, must be given to delegates/candidates by the OPITO-approved Centre and, if applicable, to their sponsoring company.

D.2 Validity and Renewal

The Rigger Stage 1 Certificate is valid for two years. Note: The Rigger Stage 2 logbook must be completed and Rigger Stage 3 Competence Assessment must be undertaken during this two year period if the candidate wishes to achieve an OPITO-approved Rigger Stage 3 certificate of competence. Rigger Stage 2: No certificate awarded on completion of Stage 2 Refer to the Note above for progressing to Rigger Stage 3 Competence Certification.

D.3 Certification

Delegates successfully completing the Initial Training Programme will be issued with an OPITO certificate for the OPITO-approved Stage 1 Rigger Initial Training; they will also be issued with a Stage 2 Logbook to complete (see Appendix 4). The issue of the Rigger Stage 1 Certificate indicates that the delegate has achieved the minimum level of training as defined by oil and gas employers and approved by OPITO; it does not imply competence in the Rigger role. The details of each delegate will be registered on Vantage, the industrys central recording data base. Continued.


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D.3 Certification continued. OPITO-approved Centres are responsible for issuing a certificate direct to the delegate successfully completing the Initial Training Programme, and to the sponsoring company (when required). Each certificate must indicate that the delegate has been evaluated against and achieved the agreed learning outcomes, and must contain the following:

(a) OPITO-approved Centre name (b) Full OPITO course title stating that it is OPITO-approved (c) OPITO registration code (d) Delegates name (e) Course dates (f) Certificate expiry date (g) Unique Certificate Number (refer to guide on OPITO website) (h) OPITO-approved Centre Signatory

D.4 Administration

Each delegate attending any OPITO-approved programme must be registered with the Central Register (CR) operated by OPITO. Registration must be made by the Training Centre to OPITO within one week following candidates successful completion of Stage 1 Rigger Initial Training. OPITO confirms that information on the registration form will be contained in a computerised register which will be available to employers, prospective employers and training providers in the oil and gas industry to verify training/assessment records. At all times use of this data will be strictly in accordance with principles laid down in the UK Data Protection Act, 1998.
http://www.opito.com/content/approvals-faqs


OPITO


Glossary of Terms and Abbreviations

Candidate An individual whose ability, knowledge and skills are to be assessed against the expected performance requirements of the relevant OPITO-approved standard.

Delegate Person undertaking the training. FPSO Floating Production Storage and Offloading (vessel).

Lifting Equipment Work equipment for lifting or lowering loads, and includes its attachments for anchoring, fixing or supporting it e.g. chain hoist, lever hoist, air hoist, winches, cranes etc.

Lifting Appliances A name commonly used in the industry for lifting equipment. Lifting Accessories Any device which is used or designated to be used directly or indirectly

to connect a load to a lifting appliance, and which does not form part of the load, e.g. wire rope slings, synthetic fibre slings, hooks, shackles, eye bolts etc.

Restricted Access A lifting operation where there is restrictions to the access of the load to

be moved or restrictions to the route of the load. Rigging A term used for the installation and removal of the lifting equipment and

lifting accessories that will be used in a lifting operation.

SWL Safe Working Load TBT Toolbox Talk Valid Certificate An authentic certificate which is in-date i.e. has not expired. WLL Working Load Limit


OPITO


Appendix 1: OPITO Information

The topics listed below are to be delivered as part of the introduction to this course and included in the Lesson Plans/Instructor guides/Exercise Plans. Additional introduction topics may include training centre layout and alarms, emergency actions, first aid and domestic arrangements Mandatory OPITO Information:

a) Medical Fitness b) Certification Periods c) CR/Vantage (provided by OPITO) d) OPITO Customer Service Statement (provided by OPITO) e) The roles of employers and training providers (provided by OPITO) f) What is OPITOs role in industry? (provided by OPITO) g) Current Global Network of training providers (provided by OPITO) h) Emergency Response Framework (provided by OPITO applicable for ER Training

Providers) i) OPITO DVD (BOSIET/TBOSIET only) provided by OPITO


OPITO


Appendix 2: OPITO Stage 1 Rigger Initial Training Record

Rigger Initial Training Record

Name of delegate:

Course dates:

Please initial beside each Module/Element to certify that you have given (Instructor) and received (delegate) instruction in the following topics:

Module/Elements Module/Element Titles Delegates

Initials Instructor

initials Result

Module 1 The role of the Rigger and an

Introduction to Lifting Operations

Element 1.1 The role of the Rigger

Element 1.2 Introduction to lifting operations

relevant legislation and the management of hazards

Module 2 Rigging and Lifting Operations

Element 2.1 The principles of rigging

Element 2.2 Preparing for the lifting operation

Element 2.3 Carrying out the lifting operation

Element 2.4 Restoring the worksite and post

operation responsibilities

I have received instruction in the above

Delegates Signature


OPITO


Appendix 3: Stage 2 Logbook Work Experience Requirements

For the candidate to become eligible to take the Stage 3 Assessment, a fully completed and valid Stage 2 logbook must be presented to the OPITO-approved Assessment Centre that is conducting the assessment, within two years from the completion date shown on the candidates Stage 1 Certificate. Each of the ten rigging tasks specified below must be undertaken on a different lifting operation and on a different date i.e. the candidate can not get more than one task signed off on the same day. The candidate therefore, can not take less than 50 days to complete all of the Stage 2 tasks. The Stage 2 Logbook must record the following workplace experience: The candidate must undertake the following rigging and lifting tasks:

1. Follow an *approved lifting plan and risk assessment, and obtain and rig up all lifting equipment and lifting accessories required for the lifting operation - on five separate dates.

2. Conduct pre-use inspections on all lifting equipment and lifting accessories required to carry out the lifting operation - on five separate dates.

3. Determine the weight of the load, and plan the route, final position and orientation of the load - on five separate dates.

4. Perform cross hauling lifting operations - on five separate dates 5. Lift, move, lower and land a load with an offset centre of gravity (unbalanced load) - on

five separate dates. 6. Perform a restricted access lift - on five separate dates. 7. Reposition the lifting equipment during cross-hauling - on five separate dates 8. Position the load in the required location and in the correct orientation - on five separate

dates. 9. De-rig the lifting equipment and lifting accessories and reinstate the worksite - on five

separate dates. 10. Undertake post-use inspections on the lifting equipment and lifting accessories, return

them to the rigging loft and report any defects found - on five separate dates. * approved: Lifting plans and risk assessments must be approved by a competent person i.e. the person nominated to approve risk assessments and lifting plan by virtue of relevant knowledge and expertise. The Stage 2 Logbook remains the property of the candidate at all times but the OPITO-approved Assessment Centre will be required to record (and sign) that they have checked the candidates Stage 2 Logbook for completion and validation and retain a copy of the page/s in the Logbook containing a record of signatures and contact details of the senior employer representatives; this is for OPITO verification and audit purposes. OPITO will inspect these records at the Assessment Centre during annual monitoring audits. A blank Stage 2 Logbook will be given to the successful Stage 1 delegate by the OPITO-approved Centre that provided the Stage 1 training.


OPITO


Appendix 4: Stage 2 Logbook

Although OPITO-approved Centres may develop their own versions of the Rigger Stage 2 Logbook, logbooks must, as a minimum requirement, contain the guidance notes, task completion record and signatory details outlined in this Logbook see next pages for the Logbook.


OPITO Rigger Standard Stage 2 Logbook

Prescribed Stage 2 Workplace Tasks

for the Rigger (Candidate)

Rigger Candidate Name

Vantage ID


Stage 2 Logbook Format Although OPITO-approved Centres may develop their own versions of the Rigger Stage 2 Logbook, logbooks must, as a minimum requirement, contain the guidance notes, task completion record and signatory details outlined in this Logbook.

Stage 2 Logbook: Record of Tasks Completed This Stage 2 Logbook (or the Training Providers version of the Logbook) will be given to the candidate Rigger by the Training Provider when he/she has successfully completed the OPITO-approved Stage 1 Rigger Initial Training Programme. The candidate Rigger must ensure that all the tasks are recorded in the Logbook and appropriate signatures are obtained. For the candidate to become eligible to take the Rigger Stage 3 Assessment, a fully completed Stage 2 logbook must be presented to an OPITO-approved assessment centre within two years of the date shown on the candidates Stage 1 Certificate, Note: If the Logbook has not been fully completed within the required time period, the candidate will not be entitled to take the OPITO Stage 3 Assessment.

Stage 2 Logbook Signatories The candidate Rigger must ensure that after completing each task, he/she gets a competent witness and a task supervisor (see Table 1 below) to sign and make any performance-related comments on the task sheets provided within the Logbook. Note: Stage 2 is not an assessment, but any candidate performance issues while conducting the tasks should be recorded by the task supervisor and addressed by further on-the-job training as required. The candidate Rigger must also ensure that he/she gets a senior employer representative (see Table 1 below) to sign and complete the appropriate section of the Logbook when either:

(a) The candidate completes all of the tasks specified in the Logbook or

(b) Each time the candidate changes employing companies during the Stage 2 Tasks. Note: the candidate must ensure that he/she gets the current employing company senior

employer representative to complete the relevant section of the logbook when all the tasks have been completed.

Table 1

Stage 2 Signatory Role Title

Signatory Role Definition

Competent Witness A competent member of the Rigging Team who witnessed the candidate completing the Stage-2 task


Senior Employer Representative

Person in a senior role within the candidates employing company.


Stage 2 Logbook Work Experience Requirements For the candidate to become eligible to take the Stage 3 Assessment, a fully completed and valid Stage 2 logbook must be presented to the OPITO-approved Assessment Centre that are conducting the assessment, within two years from the completion date shown on the candidates Stage 1 Certificate. Each of the ten rigging tasks specified below must be undertaken on a different lifting operation and on a different date i.e. the candidate can not get more than one task signed off on the same day. The candidate therefore, can not take less than 50 days to complete all of the Stage 2 tasks. The Stage 2 Logbook must record the following workplace experience: The candidate must undertake the following rigging and lifting tasks:

1. Follow an *approved lifting plan and risk assessment, and obtain and rig up all lifting equipment and lifting accessories required for the lifting operation - on five separate dates.

2. Conduct pre-use inspections on all lifting equipment and lifting accessories required to carry out the lifting operation - on five separate dates.

3. Determine the weight of the load, and plan the route, final position and orientation of the load - on five separate dates.

4. Perform cross hauling lifting operations - on five separate dates 5. Lift, move, lower and land a load with an offset centre of gravity (unbalanced load) - on

five separate dates. 6. Perform a restricted access lift - on five separate dates. 7. Reposition the lifting equipment during cross-hauling - on five separate dates 8. Position the load in the required location and in the correct orientation - on five separate

dates. 9. De-rig the lifting equipment and lifting accessories and reinstate the worksite - on five

separate dates. 10. Undertake post-use inspections on the lifting equipment and lifting accessories, return

them to the rigging loft and report any defects found - on five separate dates. * approved: Lifting plans and risk assessments must be approved by a competent person i.e. the person nominated to approve risk assessments and lifting plan by virtue of relevant knowledge and expertise. The Stage 2 Logbook remains the property of the candidate at all times but the OPITO-approved Assessment Centre will be required to record (and sign) that they have checked the candidates Stage 2 Logbook for completion and validation and retain a copy of the page/s in the Logbook containing a record of signatures and contact details of the senior employer representatives; this is for OPITO verification and audit purposes. OPITO will inspect these records at the Assessment Centre during annual monitoring audits. It is advisable that the candidate makes some form of copy (electronic or otherwise) of the Logbook as they progress through the Stage 2 tasks in case they lose the Logbook.


Stage 2 Task Progress Summary Candidates should record task completion dates in the Summary table below. This will provide the candidate with an overview of completed tasks

Stage 2 Rigger Tasks Date1 Date2 Date3 Date4 Date5

1

Follow a detailed lifting plan and risk assessment, obtain and rig up all lifting equipment and lifting accessories required for the lifting operation

2

Conduct pre-use inspections on all lifting equipment and lifting accessories required to carry out the lifting operation

3 Determine the weight of the load, and plan the route, final position and orientation of the load

4 Perform cross hauling lifting operations

5 Lift, move, lower and land a load with an offset centre of gravity (unbalanced load)

6 Perform a restricted access lift

7 Reposition the lifting equipment during cross-hauling

8 Position the load in the exact location and in the correct orientation

9 De-rig the lifting equipment and lifting accessories, reinstate the worksite

10 Undertake post-use inspections and return lifting equipment and lifting accessories to the rigging loft

All Rigger Stage 2 tasks completed: Date


Rigger Candidate Details

Name

Vantage No.

Contact Number (optional)

Contact email The Rigger candidate must get the signature and employer details (below) of the Senior Employer Representative, after completing the Stage 2 tasks - while employed by that company. If the candidate changes employer he/she must get the details and signature/s of the new Senior Employer Representative/s.

Senior Employer Representative (SER) No1

Name Job Title

Employing Company

Company Address

SER work contact number SER work email address

As a senior employer representative, I can confirm that the Rigger candidate: (Name) ____________________________________has completed the OPITO Rigger Standard Stage 2 Tasks specified in his/her logbook during the period: From:_____/______/________ To:_______/______/________ Delete statement below - as applicable

The Stage 2 Logbook has been completed The Stage 2 Logbook has not yet been completed

SER Signature

Date

Senior Employer Representative (SER) No2

Name Job Title

Employing Company

Company Address

SER work contact number SER work email address

As a senior employer representative, I can confirm that the Rigger candidate: (Name) ____________________________________has completed the OPITO Rigger Standard Stage 2 Tasks specified in his/her logbook during the period: From:_____/______/________ To:_______/______/________ Delete statement below - as applicable

The Stage 2 Logbook has been completed The Stage 2 Logbook has not yet been completed

SER Signature

Date


Task Supervisor Details

Stage 2 Signatory Role Title

Signatory Role Definition


If there is more than one task supervisor involved in the completion of the Stage 2 tasks, ensure that their details are recorded in the section below.

Task Supervisor 1 Details

Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Stage 2 Signatory Role

Title Signatory Role Definition

Task Supervisor Person in overall charge of the task to be carried out


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


Name

Company

Installation/Site

Job Title

Work Contact Number

Contact email


OPITO Rigger Training Stage 2 Logbook Sheet Rigger Role Rev 0

Candidate Name

Candidates Employer

Candidate Vantage No

Rigging Task 1 Follow an approved lifting plan and risk assessment and obtain and rig up all lifting equipment and lifting accessories for the lifting operation (on five separate dates)

Rigging Task 1: Date 1 Completion Date

Installation/Site

Region

Competent Witness Name

I witnessed the candidate conducting the rigging task specified above:

Comments:

Competent Witness Signature

Task Supervisor Name I can verify that the candidate conducted the rigging task specified above:

Comments:

Task Supervisor Signature


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 1 Follow an approved lifting plan and risk assessment and obtain and rig up all lifting equipment and lifting accessories for the lifting operation (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 2 Conduct pre-use inspections on all the lifting equipment and lifting accessories required to carry out the lifting operation ( on five separate dates)

Rigging Task2: Date 1 Completion Date

Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

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Candidate Name

Candidates Employer


Rigging Task 2 Conduct pre-use inspections on all the lifting equipment and lifting accessories required to carry out the lifting operation ( on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



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Candidate Name

Candidates Employer


Rigging Task 3 Determine the weight of the load, and plan the route, final position and orientation of the load (on five separate dates)


Installation/Site

Region



Comments:



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Installation/Site

Region



Comments:



Comments:



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Candidate Name

Candidates Employer


Rigging Task 3 Determine the weight of the load, and plan the route, final position and orientation of the load (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

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Candidate Name

Candidates Employer


Rigging Task 4 Perform cross hauling lifting operations - (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

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Candidate Name

Candidates Employer


Rigging Task 4 Perform cross hauling lifting operations - (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 5 Lift, move, lower and land a load with an offset centre of gravity (unbalanced load) (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



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Candidate Name

Candidates Employer


Rigging Task 5 Lift, move, lower and land a load with an offset centre of gravity (unbalanced load) ( on five separate dates)


Installation/Site

Region



Comments:



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Installation/Site

Region



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Revision 1 (Mar 2011) Page 47 of 56


Candidate Name

Candidates Employer


Rigging Task 6 Perform a restricted access lift (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



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Candidate Name

Candidates Employer


Rigging Task 6 Perform a restricted access lift (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 7 Reposition the lifting equipment during cross-hauling (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 7 Reposition the lifting equipment during cross-hauling (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 8 Position the load in the required location and in the correct orientation ( on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



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Candidate Name

Candidates Employer


Rigging Task 8 Position the load in the required location and in the correct orientation (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 9 De-rig the lifting equipment and lifting accessories and reinstate the worksite (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 9 De-rig the lifting equipment and lifting accessories and reinstate the worksite. (on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 10 Undertake post-use inspections on the lifting equipment and lifting accessories, and return them to the rigging loft and report any defects found. ( on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:



Installation/Site

Region



Comments:



Comments:




Candidate Name

Candidates Employer


Rigging Task 10 Undertake post-use inspections on the lifting equipment and lifting accessories, and return them to the rigging loft and report any defects found. ( on five separate dates)


Installation/Site

Region



Comments:



Comments:



Installation/Site

Region


I witnessed the candidate conducting the riggin

rigger training stages 1 and 2

Documents