[ entry level ]

Sideboom Operator
Training Standard
 SideboomOperatorTrainingStandard

Theprofessionalswhooperatesideboomsbringexperience,
concentrationandaseriousattitudetothejob.Operatorsmuststeer
theheavyequipment,controlthesideboom,watchoutforpeopleand
followthedirectionsfromthesignalpersonallatthesametime

Movingandsettingpipecaninvolveasmanyasfivesideboom
pipelayers.Theteammustworkasoneunit,witheachoperator
understandingtheequipmentandhowtosharetheload.This
potentiallyhazardousworktakesplaceoverroughterrainandinpoor
weather.

ThisIndustryTrainingStandardisaguidelineforthirdpartytraining
organizationsandpipelinecompaniesthatprovideinhousetraining.
TheguidelineprovidesindustrywithEntryLevelSideboomOperator
Trainingadvice.Itaimstocreateacceptable,industrywidetraining
standardsforentrylevelsideboomoperators.Italsoestablishes
acceptable,minimumcompetenciesfortheseoperators.

Thefollowingindividualshelpedtodevelopthisstandardthroughthe
CanadianEnergyPipelineAssociation(CEPA):

EdnaFleming(Chair) KinderMorganCanada
KarenDuckworth(Vicechair) NEB
MichaelArdon ekpass
LindleyImeson PipelineMachineryInternational(PLMP)
ZiadSaad CEPA
RobSmith PembinaPipelineCorporation
ScottSmith WillbrosCanada
RobertStark LedcorPipeline
SheridonTaylor WillbrosCanada
CraigVest ekpass

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 SideboomOperatorTrainingStandard

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. Trainingmustincludepreassessment 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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 SideboomOperatorTrainingStandard

2.18. Alltrainingmustbedocumented 12

3. GENERALTRAININGCONTENT 12

3.1. Regulationsandindustrystandards 12

3.2. Operatingmanuals 13

3.3. Equipmentconfiguration 13

3.4. Preuseinspection 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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 SideboomOperatorTrainingStandard

1. PURPOSE
Thisstandardprovidestherequirementsfordevelopinganddeliveringa
basicsideboomoperatortrainingprogram.

Itdescribestheminimumlengthandnecessarycontentthesubject
areasyourtrainingprogrammustcover.Yourtrainingprogramcanoffer
muchmorebutcannotleaveoutthesebasics.

Thetrainingwillprovidecoreentrylevelknowledgeandskills.
Specializedcrewswillrequireadditionaltraining.

2. GENERALTRAININGREQUIREMENTS

2.1. TRAININGISCOMPETENCYBASED
Operatorswhohavecompletedtrainingwillbeabletodemonstrate
thattheycan:
safelyoperateasideboom
use,careforandmaintainthesideboom

2.2. TRAININGCOMPLIESWITHALLAPPLICABLEREGULATIONSAND
STANDARDS
Tomeetthisstandard,alltrainingprogrammaterials,methodologies
andequipmentmustcomplywiththefollowingregulationsand
standards:

Applicablefederalandprovincialoccupationalhealthandsafety
regulationsandcodes
AmericanSocietyforMechanicalEngineers(ASME)30.14standard
forSideBoomTractors
SafetyCodeonMobileCranesCSAZ150.98(R2008)
OperationandMaintenanceManual(OMM)
Otherrecognizedindustrystandards

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 SideboomOperatorTrainingStandard

Theprogrammusttrainoperatorsonallregulationsandcodesthat
specificallyapplytotheoperationandbasicmaintenanceofa
sideboom.

Traineesshouldbecomefamiliarwithlocal,provincialandfederal
requirements.

2.3. COURSECONTENTMUSTCOVER
TheAlbertaOccupationalHealthandSafetyAct,alongwith
regulationsandcodes,includingCodePart19forPowered
MobileEquipment
SaskatchewanOccupationalHealthandSafetyAct,alongwith
regulationsandcodes
WorksafeBC
o OccupationalHealthandSafetyRegulation,Part4General
Conditions
o OccupationalHealthandSafetyRegulation,Part16Mobile
Equipment
AmericanSocietyforMechanicalEngineers(ASME)30.14
standardforSideBoomTractors
NationalEnergyBoardActandRegulations
o OnshorePipelineRegulations
o NationalEnergyBoardProcessingPlantRegulations
AlbertaEnergyandUtilitiesBoardPipeline
CanadaLabourCodeontraining,includingsections125,1.2,14.1,
14.23,14.24and17.6

2.4. TRAINEESMUSTLEARN:
whichsectionsofthelegislation,regulationsandcodesapply
howtocomplywiththerelevantlegislation,regulationsand
codes
theirright(andobligation)torefuseunsafework
fitforworkrequirementsandotherhealthandmedical
requirementssetoutbythecompany,AlbertaOccupational
HealthandSafetyandtheAmericanSocietyforMechanical
Engineers

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 SideboomOperatorTrainingStandard

2.5. TRAININGMUSTCOMPLYWITHALLCOMPANYPOLICES,PROCESSES
ANDPROTOCOLS
Traineesmustlearnabouttheactualjobrequirements.Inadditionto
thistrainingstandard,companieswillhavetheirownrequirements.
Oncetheyareonthejob,operatorswillhavetotakepartinan
orientationtothecompanyanditsequipment.

Theywillhavetofollowcompanyrules,wearproperprotectiveclothing
andreportincidentsandunsafeconditions.

2.6. TRAININGMUSTINVOLVETRAINEESINACTIVELEARNINGANDSKILLS
ACQUISITION
Theremustbeopportunitiesfortraineestopractiseandforexpertsand
traineestodemonstratekeysideboomoperatorskills.Ideally,your
programwillengagebothnewandexperiencedoperators.

2.7. TRAININGMUSTINCLUDECLASSROOMINSTRUCTIONANDPRACTICAL
TRAINING
Thetrainingprogrammustofferatleast:

8hoursoftheory,whichintroducesboththeregulationsandthe
equipment.

32hoursofpractical,handsontraininginandaroundfunctioning
sideboomequipment.Thattrainingcanincludebothmechanical
andhydraulicsidebooms.

2.8. TRAININGMATERIALS
Thetrainingprogramwillprovideuserguidesandworkbooks,which
participantscankeep.

Allprogrammaterialsmustexpressweightandmeasuresinboth
imperialandmetricunits.

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 SideboomOperatorTrainingStandard

2.9. CLASSSIZEANDPROGRAMLENGTH
ThemaximumclasssizeissixTraineesforeachinstructor.Thisensures
allTraineeshavetheopportunityforoneononecoaching.

2.10. TRAININGMUSTTAKEPLACEONSAFEEQUIPMENT
Thepracticaltrainingmusttakeplaceonasafe,functionalsideboom.
Theremustbeatleastonepieceofequipmentforeverytwotrainees.

2.11. TYPEOFSIDEBOOM
Traineesmustbecompetentonthetypeofsideboomtheywill
operatehydraulicormechanicalandthetrainingrecordsmust
identifythetypeofequipmentthetraineeistrainedtooperate.

Asinglesessionmayincludetrainingonmechanicalandhydraulic
sidebooms.However,anoperatortrainedsolelyonhydraulicisnot
qualifiedtooperatemechanicalandwillneedadditionaltrainingbefore
operatingamechanicalsideboom.

2.12. TRAININGMUSTINCLUDEPREASSESSMENT
Employersmustdeterminetherequiredprerequisitesandmustbeable
todemonstratetheyhaveasystemtocollectandverifyparticipants
havetheseprerequisites.

Traineeswillhavebasicmathandcommunicationskillsandbeableto
speak,readandwriteEnglish,Frenchorotherrelevantlanguage.

MEDICALCLEARANCE
AlltraineesmustpassamedicalthatmeetsAmericanSocietyfor
MechanicalEngineers(ASME)30.14.143.1.2standard.

FITFORDUTY
Withheavypipelineequipment,thereiszerotolerancefordrugsand
alcohol,whichcanaffecteyehandcoordinationandtheabilityto
operateequipment.Fatigueadverselyaffectsoperatorperformance,
andthereforeworkersmustbewellrested.

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 SideboomOperatorTrainingStandard

BASICMECHANICALAPTITUDE
Asideboomoperatormustbeabletooperateequipmentandrecognize
unusualmachinemovementsandsounds.

ALERTANDAWARE
Sideboomoperatorsmustbeabletoworkcloselywiththeswampers,
whoguidetheworkontheground.Theymustunderstandtheir
relationshipwiththeirswamper,knowthehandsignalsandbeableto
reactquicklytononverbalcommunication.

ASAFEATTITUDE
Asideboomoperatormustalwaysoperatetheequipmentinasafe
manner,focusingonthejobandtakingallnecessarysafetysteps.

UNDERSTANDINGTHEHAZARDS
Asideboomoperatormustbeabletorecognizeexistingandpotential
hazardsandknowhowto:

conductafieldlevelprejobhazardanalysis
checkthemachineforhazards
assessanytaskbeforestarting

APOSITIVEATTITUDE
Operatingasideboomrequiresteamwork.Eventually,thetraineemay
workwithaseriesofsideboomsthatmovesandlayslonglengthsof
pipe.Ifoneoperatorreleasesaloadtoofastortoosoon,itcancreate
hazardsdownthepipeline.Operatorsneedtostayintunewitheach
otherandwiththecrewontheground.Asafe,professionalsideboom
operatorisanexcellentteamplayerwhoworkswellwithothersand
knowseveryactionaffectsotherpeople.

2.13. INSTRUCTORSMUSTBECOMPETENT
Theinstructorprovidingthetrainingmustbeexperiencedasa
sideboomoperatorandfullyfamiliarwiththeequipment.
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 SideboomOperatorTrainingStandard

Theinstructormustensurethetrainingequipmenthasbeeninspected
andmaintained.

Theinstructormustbeknowledgeableinoccupationalhealthandsafety
andbeabletoprepareanddeliverasafetybriefing,describingand
discussing:

musterpoint
requiredpersonalprotectiveequipment(PPE)
sitesafetyinspection,including:

propersiteorientation
emergencyresponse
hazardassessment

2.14. THETRAININGPROGRAMMUSTTESTANDCERTIFYOPERATORS
Asper2:13,acompetentsideboominstructormustevaluatethe
trainees.

Alltraineesmustpassasupervisedwrittenexamanddemonstratethey
cansafelyoperateasideboom.

2.15. THEWRITTENTEST
Topassthewrittenexam,traineesmustreceiveaminimumgradeof80
percent.Thewrittentestmustmeasureknowledgeof:

Occupationalhealthandsafetyrequirements
o applicableprovincialandfederalregulationsforoperating
sidebooms,asper2.3
o employerandworkerrightsandresponsibilities
o workingalone
o fatiguemanagement
o personalprotectiveequipment
o prejobhazardassessment
o changeinworkhazardassessmentgroundconditions,
weather,workersincloseproximity,otherequipment,etc.
o necessaryproperparkingpractices,
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 SideboomOperatorTrainingStandard

Equipment
o equipmentcomponents
o emergencycontrols
o equipmentchecksandpreusechecklists
o safetydeviceswheretofindthem,whattheydo,which
checkstomake,etc.
o ManufacturersOperatingManual
o OriginalOperatorsManual(OMM)
o loadlimitationsandcalculations
o equipmentlimitations
o weatherconsiderations
o theimportanceofcommunicationincludingduringprejob
planning,andreportingdeficiencies

2.16. OPERATINGTHESIDEBOOM
Traineesmustbeabletodemonstratethattheycansuccessfully
operatethesideboom.Theymustbeableto:
locateandreviewtheoperatorsmanualandlocatethe
manufacturersspecificationsforthespecificsideboom
conductapreusewalkaroundinspection,reportanddocument
deficienciesandproperlyrecordtheinspection

findandcheckmachineratedcapacities
demonstrateproperoperationalcontrolof:
o accessandegressusingthreepointcontact
o normalstartupandshutdown
o forwardandreversedriving
o leftandrightsteering
o boomandhoistingtechniques
o parking
grade
nearotherequipment
aroundpowerlines
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 SideboomOperatorTrainingStandard

o emergencyshutdown
o operatingproceduresonadverseterrain
o winteroperation

attachmentoperations

2.17. SIDEBOOMSERVICING
Traineesmustbeabletodemonstrateknowledgeofinspectionsand
servicing,including:

sideboomcontrolsandcomponents
applicabledocumentation(forexamplelogbooks)
preventivemaintenanceandadjustments
goodhousekeeping
machinelubrication

2.18. ALLTRAININGMUSTBEDOCUMENTED
Alltrainingrecordsmustinclude:

nameoftheoperator
dateoftrainingandevaluation
nameofinstructor(s)
sideboom(s)usedfortraining
o typeofdrawworks(mechanicalorhydraulic)
o modelnumberofsideboom(s)

3. GENERALTRAININGCONTENT
Trainingmustincludeinstructiononsafetyregulations,manuals,
sideboomconfiguration,preuseinspection,maintenanceandpractical
useofsideboom.

3.1. REGULATIONSANDINDUSTRYSTANDARDS

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 SideboomOperatorTrainingStandard

Traineesmustknowtheregulationsandindustrystandardsthatapply
tosideboomoperations.

3.2. OPERATINGMANUALS
Traineesmustlearnhowtocomplywiththeoperatorsmanualand
manufacturerspecifications.

ContentmustincludeinformationonOriginalEquipmentManufacturing
(OEM)manuals.Somemanufacturerscombinetheoperatorrelated
operationandmaintenanceinformationintoonemanualcalledthe
OMM,shortforOperators(orOperation)Manual.

Forthepurposeofthisstandard,OEMmanualsforsideboomsinclude
boththeOMMandthemaintenancemanual.

3.3. EQUIPMENTCONFIGURATION
Traineesmustidentify:

thetypeofsideboom
machinespecificcontrols,suchasfingertipsteering,steering
clutches,differentialsteering
attachments,suchasthestringingstick,jibandwinch

Theymustlearnhowtointerpretcapacitychart(s)andidentifythe
riggingrequired.

Thetraineemustbeabletodescribethepurposeandfunctionofeach
component,includingalloperatinglevers,brakes,additionsand
modifications.

Traineesmustalsounderstandthecapacityofeachcomponentandthe
relationshipsbetweenthelengthoftheboom,lengthofcable,cable
sizeandloadlimits.

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 SideboomOperatorTrainingStandard

3.4. PREUSEINSPECTION
Traineesmustbeabletoconductpreoperationinspections,following
theOriginalEquipmentManufacturing(OEM)manual,aswellasthe
standards,regulationsandcodes.

Traineesmustbeabletoidentifycriticaldeficienciesandknowwhento
tagoutortietolockout.

Traineesmustknowhowtodocumenttheinspectionandcompletethe
necessarydocumentation.

3.5. SIDEBOOMTESTING
Thecoursecontentmustexplaintherequirementtotesttheoperation
ofallcomponents.

3.6. TRAININGMUSTINCLUDEINSTRUCTIONONMANEUVERINGTHE
SIDEBOOM
Traineesmustknowhowweatherandoperatingconditionsmayaffect
thesideboom.Theymustknowhowgrade,slopeandotherground
conditionscanaffecttherigginganditsstability.Asideboomoperator
willlaypipeupslopesandaroundbendsandshouldunderstandhow
differentconditionsaffecttheequipmentandtheload.

3.7. TRAININGMUSTINCLUDEINSTRUCTIONONOPERATIONALHAZARDS
Traineesmustbeawareofburiedandundergroundutilitiesandtheir
markings,aswellas:

ramping
access
rightofwaylimits
trafficcontrol

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 SideboomOperatorTrainingStandard

3.8. TRAININGMUSTINCLUDEINSTRUCTIONONWORKINGWITH
SPECIALIZEDCREWS
Trainingmustincludeanoverviewofspecializedcrewsandoperations,
including:

multipletractoroperations
stringing
bending
loweringin
boringanddirectionaldrilling
fabricationandsetup
settingintractor
prepandshackpacking
rivercrossings
handlingswampweights
tiein
testing
demobilizationandequipmentloading
equipmenttransporting
winchandtowCAToperations

3.9. TRAININGMUSTINCLUDEINSTRUCTIONONOPERATINGTHE
SIDEBOOM
Traineesmustbeabletooperateallequipmentandcomponents.The
trainingmustincludeinstructiononthedifferencesbetweensideboom
models.

Traineesmustknowstandardoperatingpracticeshowto:

lifttheload
boominandout
travelwiththeload
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 SideboomOperatorTrainingStandard

3.10. TRAININGMUSTINCLUDEINSTRUCTIONONSIDEBOOM
ATTACHMENTS
Traineesmustknowhowtoconnectandoperatetheattachments
safely.Theymustalsolearnabouttheirlimitations.

Theymustknowhowtochecktheriggingbelowthehook(forexample
slingsandbelts)andhowtodetermineiftherigginghastheproper
configurationandcapacity.

3.11. TRAININGMUSTINCLUDEINSTRUCTIONONWORKINGWITHPEOPLE
ONTHEGROUND
Traineesmustbeawareofverbalandnonverbalcommunication
(includinghandsignals)from:

operatortooperator
operatortogroundpersonnel
operatortovehicle

Theymustalsobeawareofsituationalhazards,including:

blindspotsandpinchpoints
roadcrossingsandpowerlines
conflictingrightofwaytraffic
properuseoftaglines

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 SideboomOperatorTrainingStandard

DISCLAIMER
Disclaimer:Theinformationinthispublicationissolelyforgeneralillustrationand
instructionalpurposesanddoesnot,inanyway,createabusinessorprofessional
servicesrelationship.Thestandardssetouthereinwillnotapplytoeverycircumstance.
Thestandardsarenotadefinitiveguidetotheappropriatefederalandprovincial
regulationsandcodes,regardlessoftheStandardssetoutherein;eachreaderanduser
issolelyresponsiblefortheirowncompliancewithallapplicablelegislation,including
theAlbertaOH&SAct.EnformandCEPAassumenoobligationtoupdatetheStandards
setouthereinoradviceonfurtherdevelopmentsconcerningthetopicsmentioned
herein.

Theoccupationalhealth,safetyandtrainingofemployeesintheworkplaceremainthe
responsibilityofeachemployerandemployee.

Enformanditsemployees,agentsandcontractorsandthemembersoftheCEPAarenot
responsibleforthecontentsofthisstandard,foranyerrorsoromissionshereinorfor
theresultsobtainedfromtheuseoftheinformationcontainedinthisstandardorfor
anytrainingprogramsthatmaybedevelopedfromtheuseoftheinformationinthis
standard.Eachtrainingprovideriscompletelyresponsibleforitsowntrainingprograms.
Allinformationsetoutinthisstandardisprovidedasis,withnoguaranteeof
completeness,accuracy,timelinessoroftheresultsobtainedfromtheuseofthis
standard.Thereisnowarrantyofanykind,expressorimplied,including,without
limitation,warrantiesofperformance,merchantabilityandfitnessforaparticular
purpose.Innoeventwilltheybeliabletothereader,useroranyoneelseforany
decisionmadeoractiontakeninrelianceontheinformationinthisstandardorforany
consequential,special,orsimilardamages(including,withoutlimitation,personal
injury),evenifadvisedofthepossibilityofsuchdamages,arisingorresultingfromthe
informationcontainedinthisStandardorforanyviolationbysuchuser,readerorother
personofanylegislation.

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