Sideboom OperatorTraining Standard

[ entry level ]

SideboomOperatorTrainingStandard

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Theprofessionalswhooperatesideboomsbringexperience,concentrationandaseriousattitudetothejob.Operatorsmuststeer

theheavyequipment,controlthesideboom,watchoutforpeopleandfollowthedirectionsfromthesignalperson—allatthesametime

Movingandsettingpipecaninvolveasmanyasfivesideboompipelayers.Theteammustworkasoneunit,witheachoperator

understandingtheequipmentandhowtosharetheload.Thispotentiallyhazardousworktakesplaceoverroughterrainandinpoorweather.

ThisIndustryTrainingStandardisaguidelineforthirdpartytraining

organizationsandpipelinecompaniesthatprovidein‐housetraining.TheguidelineprovidesindustrywithEntryLevelSideboomOperatorTrainingadvice.Itaimstocreateacceptable,industry‐widetraining

standardsforentry‐levelsideboomoperators.Italsoestablishesacceptable,minimumcompetenciesfortheseoperators.

ThefollowingindividualshelpedtodevelopthisstandardthroughtheCanadianEnergyPipelineAssociation(CEPA):

EdnaFleming(Chair) KinderMorganCanada KarenDuckworth(Vice‐chair) NEB

MichaelArdon ekpass

LindleyImeson PipelineMachineryInternational(PLMP)

ZiadSaad CEPA

RobSmith PembinaPipelineCorporation

ScottSmith WillbrosCanada

RobertStark LedcorPipeline

SheridonTaylor WillbrosCanada

CraigVest ekpass

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CONTENTS

1. PURPOSE 5

2. GENERALTRAININGREQUIREMENTS 5

2.1. Trainingiscompetencybased 5

2.2. Trainingcomplieswithallapplicableregulationsandstandards 5

2.3. Coursecontentmustcover 6

2.4. Traineesmustlearn 6

2.5. Trainingmustcomplywithallcompanypolices,processesandprotocols 7

2.6. Trainingmustinvolvetraineesinactivelearningandskillsacquisition 7

2.7. Trainingmustincludeclassroominstructionandpracticaltraining 7

2.8. Trainingmaterials 7

2.9. Classsizeandprogramlength 8

2.10. Trainingmusttakeplaceonsafeequipment 8

2.11. Typeofsideboom 8

2.12. Trainingmustincludepre‐assessment 8

2.13. Instructorsmustbecompetent 9

2.14. Thetrainingprogrammusttestandcertifyoperators 10

2.15. Thewrittentest 10

2.16. Operatingthesideboom 11

2.17. Sideboomservicing 12

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2.18. Alltrainingmustbedocumented 12

3. GENERALTRAININGCONTENT 12

3.1. Regulationsandindustrystandards 12

3.2. Operatingmanuals 13

3.3. Equipmentconfiguration 13

3.4. Pre‐useinspection 14

3.5. Sideboomtesting 14

3.6. Trainingmustincludeinstructiononmaneuveringthesideboom 14

3.7. Trainingmustincludeinstructiononoperationalhazards 14

3.8. Trainingmustincludeinstructiononworkingwithspecializedcrews 15

3.9. Trainingmustincludeinstructiononoperatingthesideboom 15

3.10. Trainingmustincludeinstructiononsideboomattachments 16

3.11. Trainingmustincludeinstructiononworkingwithpeopleontheground 16

DISCLAIMER 17

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1. PURPOSEThisstandardprovidestherequirementsfordevelopinganddeliveringa

basicsideboomoperatortrainingprogram.

Itdescribestheminimumlengthandnecessarycontent—thesubjectareasyourtrainingprogrammustcover.Yourtrainingprogramcanoffermuchmorebutcannotleaveoutthesebasics.

Thetrainingwillprovidecoreentry‐levelknowledgeandskills.

Specializedcrewswillrequireadditionaltraining.

2. GENERALTRAININGREQUIREMENTS

2.1. TRAININGISCOMPETENCYBASEDOperatorswhohavecompletedtrainingwillbeabletodemonstratethattheycan:

• safelyoperateasideboom

• use,careforandmaintainthesideboom

2.2. TRAININGCOMPLIESWITHALLAPPLICABLEREGULATIONSAND

STANDARDSTomeetthisstandard,alltrainingprogrammaterials,methodologiesandequipmentmustcomplywiththefollowingregulationsand

standards:

• Applicablefederalandprovincialoccupationalhealthandsafetyregulationsandcodes

• AmericanSocietyforMechanicalEngineers(ASME)30.14standardforSideBoomTractors

• SafetyCodeonMobileCranesCSAZ150.98(R2008)• OperationandMaintenanceManual(OMM)• Otherrecognizedindustrystandards

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Theprogrammusttrainoperatorsonallregulationsandcodesthatspecificallyapplytotheoperationandbasicmaintenanceofasideboom.Traineesshouldbecomefamiliarwithlocal,provincialandfederalrequirements.

2.3. COURSECONTENTMUSTCOVER• TheAlbertaOccupationalHealthandSafetyAct,alongwith

regulationsandcodes,includingCodePart19forPoweredMobileEquipment

• SaskatchewanOccupationalHealthandSafetyAct,alongwithregulationsandcodes

• WorksafeBCo OccupationalHealthandSafetyRegulation,Part4General

Conditionso OccupationalHealthandSafetyRegulation,Part16Mobile

Equipment• AmericanSocietyforMechanicalEngineers(ASME)30.14

standardforSideBoomTractors• NationalEnergyBoardActandRegulations

o OnshorePipelineRegulationso NationalEnergyBoardProcessingPlantRegulations

• AlbertaEnergyandUtilitiesBoardPipeline• CanadaLabourCodeontraining,includingsections125,1.2,14.1,

14.23,14.24and17.6

2.4. TRAINEESMUSTLEARN:• whichsectionsofthelegislation,regulationsandcodesapply• howtocomplywiththerelevantlegislation,regulationsand

codes• theirright(andobligation)torefuseunsafework• fit‐for‐workrequirementsandotherhealthandmedical

requirementssetoutbythecompany,AlbertaOccupationalHealthandSafetyandtheAmericanSocietyforMechanicalEngineers

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2.5. TRAININGMUSTCOMPLYWITHALLCOMPANYPOLICES,PROCESSESANDPROTOCOLSTraineesmustlearnabouttheactualjobrequirements.Inadditiontothistrainingstandard,companieswillhavetheirownrequirements.Oncetheyareonthejob,operatorswillhavetotakepartinan

orientationtothecompanyanditsequipment.

Theywillhavetofollowcompanyrules,wearproperprotectiveclothingandreportincidentsandunsafeconditions.

2.6. TRAININGMUSTINVOLVETRAINEESINACTIVELEARNINGANDSKILLS

ACQUISITIONTheremustbeopportunitiesfortraineestopractiseandforexpertsand

traineestodemonstratekeysideboomoperatorskills.Ideally,yourprogramwillengagebothnewandexperiencedoperators.

2.7. TRAININGMUSTINCLUDECLASSROOMINSTRUCTIONANDPRACTICAL

TRAININGThetrainingprogrammustofferatleast:

• 8hoursoftheory,whichintroducesboththeregulationsandthe

equipment.

• 32hoursofpractical,hands‐ontraininginandaroundfunctioningsideboomequipment.Thattrainingcanincludebothmechanicalandhydraulicsidebooms.

2.8. TRAININGMATERIALSThetrainingprogramwillprovideuserguidesandworkbooks,whichparticipantscankeep.

Allprogrammaterialsmustexpressweightandmeasuresinboth

imperialandmetricunits.

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2.9. CLASSSIZEANDPROGRAMLENGTHThemaximumclasssizeissixTraineesforeachinstructor.Thisensures

allTraineeshavetheopportunityforone‐on‐onecoaching.

2.10. TRAININGMUSTTAKEPLACEONSAFEEQUIPMENTThepracticaltrainingmusttakeplaceonasafe,functionalsideboom.

Theremustbeatleastonepieceofequipmentforeverytwotrainees.

2.11. TYPEOFSIDEBOOMTraineesmustbecompetentonthetypeofsideboomtheywill

operate—hydraulicormechanical‐‐andthetrainingrecordsmustidentifythetypeofequipmentthetraineeistrainedtooperate.

Asinglesessionmayincludetrainingonmechanicalandhydraulicsidebooms.However,anoperatortrainedsolelyonhydraulicisnot

qualifiedtooperatemechanicalandwillneedadditionaltrainingbeforeoperatingamechanicalsideboom.

2.12. TRAININGMUSTINCLUDEPRE‐ASSESSMENTEmployersmustdeterminetherequiredprerequisitesandmustbeabletodemonstratetheyhaveasystemtocollectandverifyparticipantshavetheseprerequisites.

Traineeswillhavebasicmathandcommunicationskillsandbeableto

speak,readandwriteEnglish,Frenchorotherrelevantlanguage.

MEDICALCLEARANCE

AlltraineesmustpassamedicalthatmeetsAmericanSocietyfor

MechanicalEngineers(ASME)30.14.14‐3.1.2standard.

FITFORDUTYWithheavypipelineequipment,thereiszerotolerancefordrugsandalcohol,whichcanaffecteye‐handco‐ordinationandtheabilitytooperateequipment.Fatigueadverselyaffectsoperatorperformance,andthereforeworkersmustbewellrested.

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BASICMECHANICALAPTITUDE

Asideboomoperatormustbeabletooperateequipmentandrecognize

unusualmachinemovementsandsounds.

ALERTANDAWARE

Sideboomoperatorsmustbeabletoworkcloselywiththeswampers,

whoguidetheworkontheground.Theymustunderstandtheirrelationshipwiththeirswamper,knowthehandsignalsandbeableto

reactquicklytonon‐verbalcommunication.

ASAFEATTITUDE

Asideboomoperatormustalwaysoperatetheequipmentinasafe

manner,focusingonthejobandtakingallnecessarysafetysteps.

UNDERSTANDINGTHEHAZARDS

Asideboomoperatormustbeabletorecognizeexistingandpotential

hazardsandknowhowto:

• conductafieldlevelpre‐jobhazardanalysis• checkthemachineforhazards• assessanytaskbeforestarting

APOSITIVEATTITUDE

Operatingasideboomrequiresteamwork.Eventually,thetraineemayworkwithaseriesofsideboomsthatmovesandlayslonglengthsof

pipe.Ifoneoperatorreleasesaloadtoofastortoosoon,itcancreatehazardsdownthepipeline.Operatorsneedtostayintunewitheachotherandwiththecrewontheground.Asafe,professionalsideboom

operatorisanexcellentteamplayerwhoworkswellwithothersandknowseveryactionaffectsotherpeople.

2.13. INSTRUCTORSMUSTBECOMPETENTTheinstructorprovidingthetrainingmustbeexperiencedasasideboomoperatorandfullyfamiliarwiththeequipment.

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Theinstructormustensurethetrainingequipmenthasbeeninspectedandmaintained.

Theinstructormustbeknowledgeableinoccupationalhealthandsafety

andbeabletoprepareanddeliverasafetybriefing,describinganddiscussing:

musterpoint requiredpersonalprotectiveequipment(PPE)

sitesafetyinspection,including:

• propersiteorientation• emergencyresponse• hazardassessment

2.14. THETRAININGPROGRAMMUSTTESTANDCERTIFYOPERATORSAsper2:13,acompetentsideboominstructormustevaluatethe

trainees.

Alltraineesmustpassasupervisedwrittenexamanddemonstratetheycansafelyoperateasideboom.

2.15. THEWRITTENTESTTopassthewrittenexam,traineesmustreceiveaminimumgradeof80percent.Thewrittentestmustmeasureknowledgeof:

• Occupationalhealthandsafetyrequirementso applicableprovincialandfederalregulationsforoperating

sidebooms,asper2.3o employerandworkerrightsandresponsibilitieso workingalone

o fatiguemanagemento personalprotectiveequipmento pre‐jobhazardassessment

o change‐in‐workhazardassessment–groundconditions,weather,workersincloseproximity,otherequipment,etc.

o necessaryproperparkingpractices,

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• Equipment

o equipmentcomponentso emergencycontrolso equipmentchecksandpre‐usechecklists

o safetydevices–wheretofindthem,whattheydo,whichcheckstomake,etc.

o ManufacturersOperatingManual

o OriginalOperatorsManual(OMM)o loadlimitationsandcalculationso equipmentlimitations

o weatherconsiderationso theimportanceofcommunicationincludingduringpre‐job

planning,andreportingdeficiencies

2.16. OPERATINGTHESIDEBOOMTraineesmustbeabletodemonstratethattheycansuccessfullyoperatethesideboom.Theymustbeableto:

locateandreviewtheoperator’smanualandlocatethe

manufacturer’sspecificationsforthespecificsideboom

conductapre‐usewalkaroundinspection,reportanddocumentdeficienciesandproperlyrecordtheinspection

findandcheckmachine‐ratedcapacities

demonstrateproperoperationalcontrolof:

o accessandegressusingthree‐pointcontact

o normalstart‐upandshutdowno forwardandreversedrivingo leftandrightsteering

o boomandhoistingtechniqueso parking

• grade

• nearotherequipment• aroundpowerlines

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o emergencyshutdown

o operatingproceduresonadverseterraino winteroperation

attachmentoperations

2.17. SIDEBOOMSERVICINGTraineesmustbeabletodemonstrateknowledgeofinspectionsand

servicing,including:

• sideboomcontrolsandcomponents• applicabledocumentation(forexamplelogbooks)• preventivemaintenanceandadjustments

• goodhousekeeping• machinelubrication

2.18. ALLTRAININGMUSTBEDOCUMENTEDAlltrainingrecordsmustinclude:

• nameoftheoperator• dateoftrainingandevaluation

• nameofinstructor(s)• sideboom(s)usedfortraining

o typeofdrawworks(mechanicalorhydraulic)

o modelnumberofsideboom(s)

3. GENERALTRAININGCONTENTTrainingmustincludeinstructiononsafetyregulations,manuals,

sideboomconfiguration,pre‐useinspection,maintenanceandpracticaluseofsideboom.

3.1. REGULATIONSANDINDUSTRYSTANDARDS

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Traineesmustknowtheregulationsandindustrystandardsthatapplytosideboomoperations.

3.2. OPERATINGMANUALSTraineesmustlearnhowtocomplywiththeoperator’smanualandmanufacturerspecifications.

ContentmustincludeinformationonOriginalEquipmentManufacturing(OEM)manuals.Somemanufacturerscombinetheoperator‐relatedoperationandmaintenanceinformationintoonemanualcalledtheOMM,shortforOperator’s(orOperation)Manual.Forthepurposeofthisstandard,OEMmanualsforsideboomsincludeboththeOMMandthemaintenancemanual.

3.3. EQUIPMENTCONFIGURATIONTraineesmustidentify:

• thetypeofsideboom• machine‐specificcontrols,suchasfinger‐tipsteering,steering

clutches,differentialsteering• attachments,suchasthestringingstick,jibandwinch

Theymustlearnhowtointerpretcapacitychart(s)andidentifythe

riggingrequired.

Thetraineemustbeabletodescribethepurposeandfunctionofeachcomponent,includingalloperatinglevers,brakes,additionsand

modifications.

Traineesmustalsounderstandthecapacityofeachcomponentandtherelationshipsbetweenthelengthoftheboom,lengthofcable,cablesizeandloadlimits.

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3.4. PRE‐USEINSPECTIONTraineesmustbeabletoconductpre‐operationinspections,followingtheOriginalEquipmentManufacturing(OEM)manual,aswellasthestandards,regulationsandcodes.

Traineesmustbeabletoidentifycriticaldeficienciesandknowwhento

tagoutortietolockout.

Traineesmustknowhowtodocumenttheinspectionandcompletethenecessarydocumentation.

3.5. SIDEBOOMTESTINGThecoursecontentmustexplaintherequirementtotesttheoperationofallcomponents.

3.6. TRAININGMUSTINCLUDEINSTRUCTIONONMANEUVERINGTHESIDEBOOMTraineesmustknowhowweatherandoperatingconditionsmayaffect

thesideboom.Theymustknowhowgrade,slopeandothergroundconditionscanaffecttherigginganditsstability.Asideboomoperatorwilllaypipeupslopesandaroundbendsandshouldunderstandhow

differentconditionsaffecttheequipmentandtheload.

3.7. TRAININGMUSTINCLUDEINSTRUCTIONONOPERATIONALHAZARDSTraineesmustbeawareofburiedandundergroundutilitiesandtheir

markings,aswellas:

• ramping• access

• right‐of‐waylimits• trafficcontrol

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3.8. TRAININGMUSTINCLUDEINSTRUCTIONONWORKINGWITH

SPECIALIZEDCREWSTrainingmustincludeanoverviewofspecializedcrewsandoperations,

including:

• multipletractoroperations• stringing

• bending• loweringin• boringanddirectionaldrilling

• fabricationandset‐up• settingintractor• prepandshackpacking

• rivercrossings• handlingswampweights• tiein

• testing• demobilizationandequipmentloading• equipmenttransporting

• winchandtow‐CAToperations

3.9. TRAININGMUSTINCLUDEINSTRUCTIONONOPERATINGTHE

SIDEBOOMTraineesmustbeabletooperateallequipmentandcomponents.Thetrainingmustincludeinstructiononthedifferencesbetweensideboom

models.

Traineesmustknowstandardoperatingpractices—howto:

• lifttheload• boominandout• travelwiththeload

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3.10. TRAININGMUSTINCLUDEINSTRUCTIONONSIDEBOOM

ATTACHMENTSTraineesmustknowhowtoconnectandoperatetheattachmentssafely.Theymustalsolearnabouttheirlimitations.

Theymustknowhowtochecktheriggingbelowthehook(forexampleslingsandbelts)andhowtodetermineiftherigginghastheproperconfigurationandcapacity.

3.11. TRAININGMUSTINCLUDEINSTRUCTIONONWORKINGWITHPEOPLE

ONTHEGROUNDTraineesmustbeawareofverbalandnon‐verbalcommunication

(includinghandsignals)from:

• operator‐to‐operator• operator‐to‐groundpersonnel• operator‐to‐vehicle

Theymustalsobeawareofsituationalhazards,including:

• blindspotsandpinchpoints• roadcrossingsandpowerlines• conflictingright‐of‐waytraffic

• properuseoftaglines

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DISCLAIMERDisclaimer:Theinformationinthispublicationissolelyforgeneralillustrationandinstructionalpurposesanddoesnot,inanyway,createabusinessorprofessional

servicesrelationship.Thestandardssetouthereinwillnotapplytoeverycircumstance.Thestandardsarenotadefinitiveguidetotheappropriatefederalandprovincialregulationsandcodes,regardlessoftheStandardssetoutherein;eachreaderanduser

issolelyresponsiblefortheirowncompliancewithallapplicablelegislation,includingtheAlbertaOH&SAct.EnformandCEPAassumenoobligationtoupdatetheStandardssetouthereinoradviceonfurtherdevelopmentsconcerningthetopicsmentioned

herein.

Theoccupationalhealth,safetyandtrainingofemployeesintheworkplaceremaintheresponsibilityofeachemployerandemployee.

Enformanditsemployees,agentsandcontractorsandthemembersoftheCEPAarenotresponsibleforthecontentsofthisstandard,foranyerrorsoromissionshereinorfor

theresultsobtainedfromtheuseoftheinformationcontainedinthisstandardorforanytrainingprogramsthatmaybedevelopedfromtheuseoftheinformationinthisstandard.Eachtrainingprovideriscompletelyresponsibleforitsowntrainingprograms.

Allinformationsetoutinthisstandardisprovided“asis,”withnoguaranteeofcompleteness,accuracy,timelinessoroftheresultsobtainedfromtheuseofthisstandard.Thereisnowarrantyofanykind,expressorimplied,including,without

limitation,warrantiesofperformance,merchantabilityandfitnessforaparticularpurpose.Innoeventwilltheybeliabletothereader,useroranyoneelseforanydecisionmadeoractiontakeninrelianceontheinformationinthisstandardorforany

consequential,special,orsimilardamages(including,withoutlimitation,personalinjury),evenifadvisedofthepossibilityofsuchdamages,arisingorresultingfromtheinformationcontainedinthisStandardorforanyviolationbysuchuser,readerorother

personofanylegislation.