Mechanical Equipment

Provider Info

Course Outline

  • Introduction

  • Equipment

  • Inspections and Tests

  • Operations Near Energized Power Lines and Equipment


  • 29 CFR 1910.269 (p): Electric Power Generation, Transmission, and Distribution: Mechanical Equipment

  • 29 CFR 1910.178: Powered Industrial Trucks

  • 29 CFR 1926.952: Power Transmission and Distribution: Mechanical Equipment in Construction

  • 29 CFR 1926.1400: Cranes and Derricks in Construction


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25 min

Mobile Ready

Learning Objectives

  • Identify the type of equipment covered by the Mechanical Equipment standard, Electrical Generation, Transmission and Distribution standard, the Powered Industrial Truck standard, and the Crane and Derricks in Construction standard

  • Match rules and safe practices for operating specific equipment

  • Recall general and specific inspection criteria for lifting equipment operated by utilities

  • Identify summary requirements for crane-mounted personnel baskets used in transmission line construction

  • Identify regulations and safe work practices when operating mechanical equipment near energized lines and equipment

Lesson Description



Roughly 85 forklift fatalities and 34,900 serious injuries each year, with 42% of the forklift fatalities from the operator's being crushed by a tipping vehicle.





Linemen operating mechanical equipment have the potential for numerous hazards, and to protect workers, the Occupational Safety & Health Administration (OSHA) has established standards that govern the use of equipment such as lifts, cranes, derricks, industrial tractors, loaders, and forklifts.


There are various types of vehicles and devices that electric utility workers use. Let’s run through and identify a few of these machines.


Types of Mechanical Equipment


Elevating and Rotating Equipment
 This type of equipment includes vehicles that elevate and rotate, such as articulating and elevator type aerial lifts, as well as knuckle booms and digger derricks, or line trucks when used to dig holes and set poles and related equipment.



Cranes lift, lower, and horizontally suspend a load.


Rubber Tire and Track Drive
These types of vehicles move earth and are agricultural or industrial scrapers, front-end loaders, and dozers. The electrical industry uses them in the construction of substations and for clearing right-of-ways for power lines.



All-terrain forklifts are the type most frequently used by utilities. These are heavy forklifts with large all-terrain tires, designed to operate outdoors over rough surfaces and terrains.


Using Outriggers


Many electrical industry vehicles are equipped with outriggers. These are extendable legs that provide additional stability for the unit. If you’re operating a vehicle that has outriggers, always use them—the additional stability they provide is really essential for safe operation on uneven planes in outdoor environments. If necessary, supplement outrigger pads with wood cribbing or heavy hardwood beams to accommodate sloping ground. When inspecting pads after installation, keep this rule in mind: if the pads sink, then they’re not wide enough, and if the pads bend, they are not thick enough.


Every lift—manual or using equipment—requires a planned approach that involves a careful calibration of the weight and balance of the load and the stability and capacity of the lifting mechanism.


Examples of mechanical equipment requiring rollover protection:


  • Rubber-tired, self-propelled scrapers

  • Rubber-tired, front-end loaders and dozers

  • Agricultural and industrial tractors

  • Track-drive tractors and loaders

  • Motor graders with or without attachments


OSHA’s Powered Industrial Truck Standard


Forklifts come under OSHA’s Powered Industrial Truck Standard. The standard requires employers to train and certify forklift operators on the specific type of forklift they will operate, evaluate the operator’s performance, and certify that the operator has received formal instruction and practical training


Training includes:


  • Equipment inspection

  • Familiarity with controls

  • Stability of forklift during operation

  • Securing a load

  • Balance and rules of operation


Who Is Responsible


The controlling entity has the responsibility to ensure that ground preparations meet OSHA standard, and to inform the equipment operator of the location of hazards under the set-up area. If there is no controlling entity—for example, a utility right of way—the crew supervisors and the crane operator have the responsibility for the ground stability assessment.


How To Protect Workers


  • A qualified person should be in charge of ensuring that employees observe and use the appropriate protective measures.

  • Employees should use equipment grounding, equipotential zones, insulating equipment, and restricted work areas.

  • Linemen require training, so that they understand the methods and protection, and realize that each one has boundaries of effectiveness.

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