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MS&L Procedure

PRO-4.5-0001-1-06
Lifting Operations
Control of Work and Contractor
Document Owner: Adrian Connolly
Management Advisor
Approved By: Bill Kruesi HSSE Manager - Asset Mgmt.
Control of Work and Contractor
Prepared By: Adrian Connolly
Management Advisor
Document Status: Approved

Version Number: 4

Approved Date: 17-Nov-2020

Next Review Due By: 17-Nov-2025

To review changes, refer to the ‘Version Summary’ at the end of this document.

Copyright © 2020 BP p.l.c. All rights reserved.

This document and any data or information generated from its use, are classified, as a minimum, BP Internal.
Distribution is intended for BP authorized recipients only. The information contained in this document is subject to
the terms and conditions of the agreement or contract under which this document was supplied to the recipient's
organisation. None of the information contained in this document shall be disclosed outside the recipient's own
organisation, unless the terms of such agreement or contract expressly allow, or unless disclosure is required by law.

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Contents
1. Purpose ................................................................................................................................ 3
2. Scope .................................................................................................................................... 3
3. Terms, Definitions and Abbreviations ................................................................................ 3
4. Roles and Responsibilities .................................................................................................. 4
5. Methodology - Lifting Operations ....................................................................................... 6
5.1. Lift Planning..................................................................................................................... 6
5.2. Equipment Readiness ..................................................................................................... 7
5.3. Competence of personnel............................................................................................... 8
5.4. Lift Execution ................................................................................................................... 8
5.5. Lifting Management ........................................................................................................ 9
6. Verification ......................................................................................................................... 10
7. Associated Documents ...................................................................................................... 10
8. External References ........................................................................................................... 10
9. Version Summary .............................................................................................................. 10

List of Tables, Diagrams and Figures

Table 1: Terms, Definitions and Abbreviations ........................................................................... 3
Table 2: Roles and Responsibilities.............................................................................................. 4
Table 3: Minimum Requirements for Assessment and Authorisation of Lifts........................... 6
Table 3: Required References ..................................................................................................... 10
Table 4: Document Version Summary ....................................................................................... 10

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1. Purpose

Whenever BP conducts construction, maintenance, demolition, remediation and other similar work that
are typical of our industry, there is the potential for harm to people and the environment and for damage
to equipment. This document provides requirements for Lifting Operations in support of PRO 4.5-0001-0-
01 Control of Work and WPCG-PRO-01 Work Authorisation.

This procedure sets out a required approach to lifting operations in accordance with BP’s Golden Rules
of Safely, the requirements of BP Practice Lifting Operations D-P 3.2-0100, GDP 4.5-0001 Control of Work,
Annex1: Task Requirements:1.5 Lifting Operations, and OMS Group Essentials 3.2.1 and 4.5.1.

The document defines the requirements that apply to lifting operations within ANZ MS&L to protect
personnel from injury and property from damage.

2. Scope

The requirement specified in this procedure applies equally to BP employees, contractors and visitors
engaged in the ANZ MS&L business.

Specific sites, areas and activities may have more detailed OMS requirements and where these exist the
requirements will be specified in local procedures, safe work instructions, manuals, handbooks or
specific standards.

3. Terms, Definitions and Abbreviations

Table 1: Terms, Definitions and Abbreviations

Competent Person A person who, through past experience, training or qualification, has
demonstrated capability in performing a particular task. There are
various levels of what is deemed competent for different aspects of
lifting from simple lifts or basic rigging to operating cranes
(fixed/mobile) to perform complex lifts.
Complex Lift A lift requiring a Senior Permit Officer, as prescribed in WPCG-PRO-
01 Work Authorisation
Critical Lift A lift, as prescribed in WPCG-PRO-01 Work Authorisation
Lifting Equipment Mechanical or manual lifting device used to perform lifting
operations, e.g. crane, forklift, Truck mounted crane (i.e. Hiab),
winch, pulley, etc. and axillary equipment used in direct association
of lifting operations, e.g. to secure a load (i.e. chains, slings,
spreader beams)
Lifting Operations Lifting operations are the lifting of any load with lifting equipment.

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Lift Plan /or Study A study by a competent person(s) of the factors affecting the safety
of a proposed lift and the controls necessary to manage it. The
required level of competency of the person(s) depends on the
complexity and hazards of the lift.
Rated Capacity (Safe Loading Load) The maximum mass (in kg or tons) which may be handled by a
crane at a specific working radius (in metres) and a specific boom or
jib length without the strength or stability requirements being
exceeded. The rated capacity shall comprise the following Mass of
the lifted load and lifting attachment and Mass of the hook block in
use.
Safe Working Load (SWL) The maximum load, determined by an approved engineer that an
item of Lifting Equipment might raise, lower or suspend under
particular service conditions.
Simple Lift A lift, as prescribed in WPCG-PRO-01 Work Authorisation
Working Load Limit (WLL) The maximum load that the lifting equipment is designed to raise,
lower or suspend under ideal conditions (the Safe Working Load will
usually be the same as the Working Load Limit – but may be less).

4. Roles and Responsibilities

The roles and responsibilities associated with this procedure are listed in the following table.
Table 2: Roles and Responsibilities
Planner The person planning the Lifting Operations is responsible for ensuring that the Permit
Receiver or Work Clearance Issuer (as applicable to the task) is communicated the
requirements of this procedure as part of the planning process prior to work. This may be
discharged through the Issuing Authority if the work is conducted under a work permit. The
planner role is often not a dedicated role and may be fulfilled by Project Manager, Project
Engineer, Regional Maintenance Coordinator, etc.
Permit Officer WPCG-PRO-01 Work Authorisation documents the responsibilities of the Permit Officer /
/ Senior Senior Permit Officer for Work Permits associated with Lifting Operations.
The Permit Officer / Senior Permit Officer is responsible for ensuring that:
Permit Officer
o The Lift Plan / Lift Study is undertaken by a competent person(s) and in consideration
of the complexity and hazards of the lift and shall approve the Lift Plan / Lift Study.
o Verifying that operators of lifting equipment are trained and certified for that
equipment
o Verifying that lifting devices and equipment are certified and inspected before each
use.
o Verify that rigging of the load will be undertaken by competent persons.
Permit WPCG-PRO-01 Work Authorisation documents the responsibilities of the Permit Receiver for
Receiver all Work Permits associated with the Lifting Operations.
The Permit Receiver is responsible for ensuring that:
o Providing the Lift Plan / Lift Study which is to be undertaken by a competent person(s),
the required level of competency depends on the complexity and hazards of the lift.
o Overall responsibility and control of the lifting operation.
o Ensuring the lift is undertaken in accordance with the lift plan.
o Ensuring that operators of lifting equipment are trained and certified for that
equipment.
o Ensuring that the rigging of the load is undertaken by competent persons.
o Ensuring that lifting devices and equipment are certified and inspected before each
use.
o Ensuring that assembly and disassembly of cranes (if applicable) is risk assessed.

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Work WPCG-PRO-01 Work Authorisation documents the responsibilities of the Work Clearance
Clearance Issuers for Work Clearances associated with Lifting Operations. Typically, this is only simple,
routine lifting operations as detailed in the WPCG Activity Matrix within WPCG-PRO-01.
Issuer
For lifting operations which do not require a Work Permit, the Work Clearance Issuer is
responsible for ensuring that:
o If a Lift Plan / Lift Study is required in accordance with local regulations or WPCG-PRO-
01 Work Authorisation, then this is undertaken by a competent person(s) and in
consideration of the complexity and hazards of the lift and shall approve the Lift Plan /
Lift Study.
o If a Lift Plan / Lift Study is not required, then a risk assessment (JSA, SWMS, or
equivalent) is undertaken in accordance with WPCG and regulatory requirements.
o Verifying that operators of lifting equipment are trained and certified for that
equipment
o Verifying that lifting devices and equipment are certified and inspected before each
use.
o Verify that any rigging of the load will be undertaken by competent persons.
Site The Site Representative shall be the Site Manager or delegate, or if the site is unmanned it
Representative may be the Issuing Authority. The Site Representative is responsible for the overall safety of
the site.

The Site Representative is responsible for communicating to the Permit Officer / Senior
Permit Officer ( for work authorised by a Work Permit) or Work Clearance Issuer (for work
authorised by a Work Clearance) the site operations that may affect the lifting operations.
They shall also ensure that other parties on site that may be affected by the lifting operations
are informed.

No works shall be undertaken before the Site Representative countersigns the Work Permit or
Work Clearance Form, as applicable.
Entity Lifting The ELA provides governance for all lifting operations for their Entity, establishing processes
Authority and controls to verify that all Lift Plans and operations have been assured and potential risks
to equipment, personnel and plant have been addressed.
(ELA)
The ELA is not required to be involved in all the lift executions (this is the responsibility of the
Lifting Competent Person) except in the case of Complex lifts.
The ELA should:
o Have a good understanding of operational hazards.
o Have knowledge and access to review all country/state regulatory requirements that
pertain to lifting operations.
o Be independent of the lifting contractor or work group.
o Obtain additional expert advice from a subject matter expert to support the discharge
of this role, as required.
Lift The LES provides technical overview and guidance for lifts (typically only the most critical lifts
Engineering requiring an Engineering Lift Study), if requested.
The LES can provide the following:
Specialist
o Provision of external expert assessment and advice on the capacity of the lifting
(LES) equipment, special rigging requirements.
o Advice and acceptance of the design, inspection and testing for lifting points.
o Advice on the stability of the load during lifting and any subsequent orientation
changes in the lifting activity (rotation, laydown etc.).
o Guidance on the acceptable ground bearing loads imparted by the lifting equipment
during the lift and the suitability (potentially based on other specialist advice) of the
ground upon which the lifting equipment is placed.

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Lifting The LCP is typically the Permit Receiver (for work authorised by a Work Permit) or Work
Clearance Issuer. This role identifies and coordinates all lifting requirements, tasks and
Competent
resources needed to execute a safe lift.
Person (LCP) The LCP should have training and competence to plan and perform the lifting operation.
The LCP should have knowledge and experience to inspect lifting equipment to verify its
continued fitness.
Several personnel could be recognised as Competent to act as the LCP depending on the
Category of the lift and the number of lifting crew required for the lift. As such, in some
cases it may be the crane operator, forklift operator, rigger or their supervisor that fulfils
this role for a particular lift rather than the Permit Receiver or Work Clearance Issuer,
particular in the event that the lift is performed by a sub-contractor as is often the case.

5. Methodology - Lifting Operations

5.1. Lift Planning

a) A risk assessment shall be completed for a task that involves lifting operations, in addition
to any requirements for a lift plan / lift study. A SWMS shall be completed if required by
local regulations for the type of lift. A BP Task Risk Assessment, facilitated by a BP HITRA
trained facilitator, is required for lifts requiring a WPCG Senior Permit Officer, in
accordance with WPCG-PRO-01 Work Authorisation.
b) The requirement for a lift plan is defined within the Activity Matrix in WPCG-PRO-01 Work
Authorisation, or the BP NZ Task Risk Assessment Table in NZ. It is dependent on the
level of risk and complexity of the lift. There may be additional Endorsement required by
a Lift Engineering Specialist, or additional Authorisation required by the Entity Lifting
Authority, depending on the category of Lift in accordance with Table 3.
Table 3: Minimum Requirements for Assessment and Authorisation of Lifts
Minimum Requirements
Lift Risk Permit Lift Plan Approval Endorsement Additional
Category Assessment Authorisation
Simple JSA/ SWMS Work JSA or Lifting Appliance Not Required Not Required
Clearance or SWMS Operator via
Work Permit 1 JSA/SWMS, Lift
Plan or Work
Clearance.
Critical JSA/ SWMS Work Permit Lift Plan LCP via the Lift Not Required Not Required
Plan
Complex JSA/ SWMS Work Permit Lift Plan / LCP via the Lift LES 2 via the ELA via the
+ issued by Engineering Plan / Engineering TRA
TRA Senior Permit Lift Study 2 Engineering Lift Lift Study
Officer Study
Notes:
1. The requirement for a Work Permit may depend on aspects of the task such as whether the lift location is within a hazardous
zone area or not, and if the Permit Receiver is WPCG trained.
2. Some more Complex lifts may require an Engineering Lift Study to determine how to lift the load. Not all Complex lifts require
an Engineering Lift Study.

Approval – signifies verification that the lift is safe to execute, with mitigations for all
identified risks and hazards, and is in accordance with BP and legislative requirements for
the lifting operation.

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Endorsement – signifies verification by a Lift Engineering Specialist or competent delegate

that the Engineering Lift Study is safe to execute, it mitigates all identified risks and hazards,
provides a safe system of work, is in accordance with BP and legislative requirements for the
lifting operation, and that all required technical support has been provided and incorporated.

Additional Authorisation – signifies verification that the lift has been correctly categorised,
that the Lift Plan has been developed, that the correct management processes have been
followed during the applicable approval and endorsement stages and has adequately
considered and mitigated all identified personal safety and process safety risks.

c) The documented lift plan, when required, shall include the following:
i. Assessment of the lifting task (e.g., load rigging and handling arrangements, load
manoeuvring, load integrity and stability, pick up and set down arrangements, ground
bearing capacity), including simultaneous operations.

ii. Assessment of overall lifting conditions (e.g., the adjacent live equipment, worksite
environment, ground and weather conditions, load rigging method and handling
arrangements), including lift area barrier management and warning signage.

iii. Clearly defined roles and responsibilities of personnel involved in the lifting operation.

iv. Details of the lifting capacities specific to the crane and rigging configuration.

5.2. Equipment Readiness

a) The crane operator shall carry out a visual inspection and functional tests before the start
of each work shift, including inspecting and testing the following. The results shall be
entered into a logbook and kept with the crane.

i. All relevant items indicated in the operations manual

ii. Operating and emergency controls

iii. Brakes

iv. Safety switches and interlocks, including limiting and indicating devices
v. Visual inspection of the structure of the crane
vi. Wire ropes to ensure they are on the drum, correctly reeved on the sheave and are not
damaged or excessively worn.
b) Prior to commencing a lift, the following shall be performed:

i. Pre-use checks for all lifting equipment in accordance with regulatory requirements,
national standards, and applicable bp practices to confirm it is fit for purpose. All

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lifting equipment including slings and hooks shall be visually inspected prior to each
use and periodically inspected for damage and wear by a competent person with
inspection records kept. All auxiliary lifting equipment should be tagged or otherwise
physically identified (e.g. plate on spreader beam) with the date of the lifting
equipment’s last inspection and shall be done so to certify equipment in accordance
with regulatory requirements in jurisdictions where these exist. Documented
maintenance records for the lifting equipment shall be available.

ii. A visual inspection of the associated environmental and operational conditions in

which the crane is intended to be installed, erected and used.

5.3. Competence of personnel

a) Personnel involved in lifting operations shall be trained and certified in accordance with
local regulations and Australian / NZ Standards as applicable to the lift and its location.

b) Operators of lifting equipment shall be familiar with and competent in the operation of the
type of equipment (e.g. crane, forklift, etc.) that they are required to operate including with
the design, layout, operating functions and maintenance and inspection requirements.

c) All persons either operating, rigging, or inspecting cranes and auxiliary equipment shall
be trained and qualified for the particular discipline and meet all regulatory competency
requirements for the jurisdiction that the task is undertaken.

5.4. Lift Execution

a) The isolation of personnel from lifting operations shall be considered in the risk
assessment for the task.

i. Workforce members who are not involved with the lift shall be restricted from the lift
zone through effective barrier management.

ii. Under no circumstances shall personnel ever place themselves under a suspended
load or in the line of fire of the load.

iii. Forklifts shall not be used without the operating area being segregated for pedestrians
or warning signs are in place

b) Radios shall be used for blind lifts as the primary means of communication and as an
emergency means of communications.

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c) Tag lines shall be made of non-conductive material. Lifting gear shall not be used as tag
lines.

d) Lifting points on new structures that are certified by a competent engineer shall be
supported by weld inspection and NDT (non‑destructive testing). Lifting from uncertified
steel structures (such as scaffolding, or pipe work) shall only be performed after approval
from a competent Engineer.

e) If the crane being used for a complex or critical lift does not have an anemometer then a
Safety Observer / spotter, located at the highest viable elevation, shall monitor the wind
speeds with a device to confirm compliance with the operating limits for the lift.

f) No load should be lifted simultaneously by more than one crane unless a single crane lift
is not practical and the multiple crane lifting method ensures the load placed on each
crane does not exceed its de-rated design capacity. Where multi-crane lifts are carried
out, a documented lift plan and procedure should be prepared by a competent person, for
example an engineer, and followed. The crane de-ratings for each of the cranes used for
the multi-crane lift should be identified in the plan.

g) The Safe Work Australia National Code of Practice for Precast Tilt-Up and Concrete
Elements in Building Construction, or equivalent if there has been one issued by the local
state regulator where the lift is being conducted, shall be complied with for all such lifts in
Australia. For work in NZ, such work shall comply with Good Practice Guidelines: Safe
Work with precast concrete issued by Worksafe NZ.

h) Whilst in the tank bund of a Depot, or off a designated trafficable area/roadway of a Retail
site or Depot (e.g. driving off a dedicated Depot internal road to get closer to the worksite
for transporting a valve or piping to the worksite), a rigger shall walk the load staying in
clear view of the crane operator and to warn others of the operation taking place. If
reversing a crane in these circumstances, a rigger shall walk beside the load to guide the
crane operator, ensuring they can still be seen by the crane operator.

5.5. Lifting Management

a) Lifting operations should be conducted by BP accredited contractors or sub-contractors

engaged through contractors BP accredited to manage sub-contractors in accordance with
PRO-2.5-0000-0-01ANZ Contractor Management Framework (CMF) Procedure.

b) The organisation (contractors or subcontractor) responsible for performing the lift shall
keep auditable records of lifting equipment certification and competencies of those

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involved in the lift (including appropriate licences for the task as required by local
regulations).

6. Verification

The key process steps outlined in this procedure shall be included in a Self-Verification Programme.
Refer to PRO-8.2-0001-0-01 MS&L Self Verification Procedure for further details to developing self-
verification protocols.

7. Associated Documents

The following associated documents:

• Have been referenced in this procedure.
• Should be considered in understanding and applying the instructions provided in this procedure.
Table 3: Required References
Document Name Document No Document Location

BP Practice Lifting Operations D-P 3.2-0100 OMS Library

Group Defined Practice - Control of Work GDP 4.5-0001_2016 OMS Library

WPCG Work Authorisation WPCG-PRO-01 WPCG website

MS&L Self Verification Procedure PRO-8.2-0001-0-01 Controlled Document Register

8. External References

This procedure was prepared with reference to relevant legislation/regulations including but not limited
to, relevant Acts, Regulations, Australian Standards and industry codes and practices.

Details of current legislation/regulations can be provided by the HSSE Team on request.

9. Version Summary

The table below provides a summary of version history of this procedure.

Table 4: Document Version Summary
Version Prepared by Description of Change Date MoC

1 Adrian Connolly Document created - Initial release 14 Nov 2014

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Version Prepared by Description of Change Date MoC

2 Adrian Connolly Updated to improve formatting and readability. 13 May 2016

Incorporation of definitions of Critical, Complex and
Simple lifts and details of what these levels
subsequently require. Updates to responsibilities.

3 Adrian Connolly Minor update to implement WPCG-PRO-01 Work 22 Aug 2018 11449
Authorisation and moved to current template.

4 Adrian Connolly Update to insert additional requirements in order to 17 Nov 2020 11723
comply with BP Practice Lifting Operations D-P 3.2-
0100.

End of Document

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