Management of Construction Projects
Design Checklist – Mechanical Lifting
Scheme: / Plant for consideration:Completed by (Designer) / Date:
Approved by (Project Manager) / Date:
Agreed by (Workplace Manager) / Date:
Mechanical Lifting
The designer/specifier should complete this checklist. A copy should be included as part of the H&S file / information at handover
Lift type / Portable – New / Flowchart – “Process for the selection of mechanical lifting equipment and hoists” must be used on each occasion, to determine type of lifting arrangement (none, portable, fixed, contract lift) and to determine whether hoists should be manually or electrically poweredPortable – Existing
Fixed
Contract Lift
Power source / Manually operated
Motor driven
Design Consideration / Requirement / Meets requirement? / Comments
Load can be lifted vertically? / To enable a vertical lift of the load(s). Think about for instance, pump body, gearbox and motor assembly which are part of one unit but may have to be lifted separately. / Yes/No
Not Applicable
Has load sufficient head room to clear other equipment? (consider load cells and hand railing etc) / Can the load be lifted and moved without obstruction to a safe accessible location. Consider horizontal and vertical movements and swinging arc / Yes/No
Not Applicable
Can the load be set down in safe accessible place or transferred safely off site? / To enable the load to be set down in a safe accessible place so it can be worked on, or taken to another location. One example of this might be the use of a cantilever beam arrangement. / Yes/No
Not Applicable
Design Consideration / Requirement / Meets requirement / Comments
Are linked multiple lifting systems required? / Where multiple lifting systems are used, these should be designed to avoid the need for manual handling during transfers between lifts. / Yes/No
Not Applicable
Will the equipment be designed and built to relevant British Standards? / Lifting equipment designed (e.g. a runway beam) must be done so in accordance with the relevant British Standards.
BS 2573 part 1 1982
BS 5950 (Current version)
BS 2853 (Current version) / Yes/No
Not Applicable
Are design calculations available? / Calculations should be clearly documented. Lifting equipment (and not cranes see below) should be designed and manufactured with a minimum factor of safety of 4:1 built in. (Man riding lifting equipment 10:1)
Cranes should be designed to BS 2573 part 1 1982 affording 0.9 factor on permissible stress.
Confirmation of this should be sought from suppliers before purchase.
In all instancesAnglian Waters competent person should be involved in the design stages at the earliest opportunity in order to verify design calculations. / Yes/No
Not Applicable
Design Consideration / Requirement / Meets requirement / Comments
CE marked? / All purchased / off the shelf lifting equipment must be CE marked. / Yes/No
Not Applicable
Are there safe means of attaching accessories? / There should be a safe means of attaching lifting hoists and lifting accessories to lifting beams, davits etc. (need to consider height and weight of equipment to be manually lifted). Where accessories cannot be attached from ground level then consideration shall be given to the addition of a suitable platform.
Where beam trolleys are expected to remain on the same beam for the life of the lifting equipment they shall have a lockingmechanism fitted i.e. locking nut and shall not be of the adjustable type. / Yes/No
Not Applicable
Have suitable end stops been added to the design? / Irrelevant of trolley type the beam should have suitable means of preventing the trolley running off the end of the beam. / Yes/No
Not Applicable
Are “breakout” or snagging forces expected? If yes, then either: / Where the presence of snagging and/or breakout forces has been identified ALL lifting equipment (including chains) with a SWL of at least 2 x the load to be lifted shall be provided. / Yes/No
Not Applicable
Or equipment should be designed with an automatic cut out, a slipping clutch or a load cell to be used appropriate to the design. / Yes/No
Not Applicable
Design Consideration / Requirement / Meets requirement / Comments
Will the equipment be lifting submersible pumps? If yes: / Where practicable, submersible pumping stations should be fitted with the Lifting Hook Locating Systemfor lifting pumps (see Anglian Water Management of Mechanical Lifting document). / Yes/No
Not Applicable
Is a lifting Hook Locating System fitted?
Are stainless steel chains to be used? / Where the Lifting Hook (and lifting sling) Locating System cannot be used then certificated stainless steel grade 316L chains shall be used for pump lifting. (see Management of Mechanical Lifting) / Yes/No
Not Applicable
Where chains with welded links are used / fitted they must be of short link type. The use of long link chain is not permitted on Anglian Water sites / Yes/No
Not Applicable
For contracted lifts a detailed lift plan shall be provided / A detailed lift plan needs to be produced and provided by an appointed person copies to be given to the workplace manager. / Yes/No
Not Applicable
Design Consideration / Requirement / Meets requirement / Comments
Will lifting equipment be inspected and tagged before first use? / All new or modified lifting equipment must be inspected by Anglian Water nominated competent person and Scaff tagged before first use. (Scafftag is a propriety system for the marking and labelling of equipment). Fixed equipment must be tested & certified in situ. In addition to the standard lifting test tag the equipment should also be fitted with a Man riding Scafftag. / Yes/No
Not Applicable
Will equipment be marked with SWL and identified by a unique identifier? / All lifting equipment shall be visibly and indelibly marked with its safe working loads (SWL) and a unique identification number. / Yes/No
Not Applicable
Lifting Certification for all items of lifting equipment? / An EC Declaration of Conformity or a Load Test Certificate must be supplied with each item of lifting equipment. This shall include lifting eyes attached to equipment for the purpose of locating e.g. MCC panels and cabinets and kiosks. All certificates must be passed to the client/site owner prior to handover. / Yes/No
Not Applicable
Permanent suspension of load shall be avoided? / The permanent suspension of loads from lifting equipment should be avoided wherever possible. Where loads need to be suspended then lifting equipment will need to be specifically designed for this purpose. / Yes/No
Not Applicable
The designer should complete this checklist. A copy should be included as part of the H&S file / information at handover
Reminder: Lifting certification must be handed to the site/asset owner prior to handover.
Checklist completed by / Insert name / Date checklist completed / Insert dateRevision: 4.0, April 2015
This document was printed on 8-Oct-18. May be uncontrolled if printed. / Page 1 of 10
Management of Construction Projects
Design Checklist – Mechanical Lifting
Flowchart 1 – Process for the selection of mechanical lifting equipment and hoists
Link to manual handling guidance document
Flowchart 1 – Process for the selection of mechanical lifting equipment and hoists (continued)
Appendix A
Breakout and snagging forces
Care should be taken when calculating the SWL for lifting equipment as additional forces, other than the mass of the item for lifting, may be present e.g. negative and positive pressures, or friction. These additional forces may result in the twice the normal lifting force being required to lift the item from its normal footprint. Installing new equipment with a SWL that makes no allowance for this extra loading may overload the lifting system and cause increased operating costs and difficulties and as such is likely to prove false economy
- The presence of these forces (commonly referred to as breakout or snagging forces) should always be considered when providing new lifting equipment. Submersible pumps located in the wet well of pumping stations are a good example of where these forces may exist.
- Where the presence of snagging and/or breakout forces has been identified lifting equipment with a SWL of at least 2 x the load to be lifted shall be provided.
- Equipment should be designed with a slipping clutch or installation suitable for load cell use during safe removal.
- Newly purchased lifting equipment must be CE marked and should be manufactured to include a built in safety factor of 4:1. Confirmation of this should be sought from the supplier/manufacturer prior to purchase.
- On Runway beams BS 2853 (current version) States: To allow for swinging loads, dynamic effects due to slipping slings and the kinetic effects of acceleration and retardation the totals maximum static wheel loads should be increased by the following percentages:
i) Runways for power-operated appliances 25%
ii) Runways for hand operated appliances 10%
- Consideration to be given to access/egress arrangements to avoid manual handling of portable lifting equipment and manhandling of equipment. Under these scenarios it may be necessary to incorporate fixed lifting systems from the outset.
- All fixed lifting equipment must be tested in situ and proof load tested by AW appointed Competent Lifting Engineers and certificate issued.
Appendix B
The following examples are intended to demonstrate the effects that breakout and transient forces may have on a mechanical lifting system – They should not be used as design guidance. In all instances designs for mechanical lifting systems should be discussed in detail with the Anglian water appointed person at the earliest opportunity to verify design calculations
Worked Examples - Example A
Static load350Kg
Breakout forces expected?No
Suitable portable equipment availableYes
Is lift likely to take less than 15 minutes to complete?Yes
Will the lift be required at a frequency of less than monthlyNo
This lift can take place using portable equipment with a manually operated lifting hoist. Taking into consideration that a load cell should be used, set to alarm at no greater than 90% of safe working load of the weakest item in the lifting system the SWL of the equipment should be a minimum of 350 x (10/9) kg. – Transient forces encountered during lifting should also be considered.
Worked Examples - Example B
Static load350Kg
Breakout/snagging forces expected?Yes
Is the load including snagging breakout forces expected to be greater than 500kg Yes
Is the lift likely to take place more frequently than yearlyYes
Will the site accommodate a fixed lifting beamYes
Will the lift take more than 15 minutes to complete?No
This lift can take place using fixed equipment with a manually operated lifting hoist. Due to presence of additional breakout forces the SWL of the lifting equipment should be at least twice that of the weight of the load, in this case study, 2 x 350kg = 700kg
Where a runway beam is used calculations should show an increase of 10% on the static load therefore resulting in the following changes to Example B
350kg + 10% = 385kg
And taking additional breakout forces into consideration
SWL should be at least 2 x 385kg = 770kg
Worked Examples - Example C
Static load350Kg
Breakout/snagging forces expected?Yes
Is the load including snagging breakout forces expected to be greater than 500kg Yes
Is the lift likely to take place more frequently than yearlyYes
Will the site accommodate a fixed lifting beamYes
Will the lift take more than 15 minutes to complete?Yes
This lift can take place using fixed equipment with an electrically powered lifting hoist … Due to presence of additional breakout forces the SWL of the lifting equipment should be at least twice that of the weight of the load, in this case study, 2 x 350kg = 700kg
Where a runway beam is used calculations should show an increase of 25% on the static load therefore resulting in the following changes to Example C
350kg + 25% = 437.5kg
And taking additional breakout forces into consideration
SWL should be at least 2 x 437.5kg = 875kg
Revision: 4.0,April 2015This document was printed on 8-Oct-18. May be uncontrolled if printed. / Page 1 of 10