SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Operate a counter balanced lift truck in excess of 15 tons 
SAQA US ID UNIT STANDARD TITLE
260818  Operate a counter balanced lift truck in excess of 15 tons 
ORIGINATOR
SGB Generic Manufacturing, Engineering, Technology 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Engineering and Related Design 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 3  NQF Level 03 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
Operating a lifting machine takes place within a regulatory framework that seeks to ensure safety of the operator, the lifting machine and the lifting machine environment. Counterbalanced lift trucks are inherently dangerous; hence, their safe operation cannot be overstated. The learner will also acquire the competencies and skills to operate the components, systems and levers to accomplish the task of lifting and handling loads appropriately. The aspects of safety and communication during the lifting operation are covered.

It is important that the learners operate counterbalanced lift trucks using the competencies in this Unit Standard and in keeping with the requirements of the National Code of Practice (NCOP) for the Evaluation of Training Providers for Lifting Machine Operators (Government Gazette 27292 - 18 February 2005).

Learners credited with this standard will be capable of:
  • Demonstrating knowledge of the regulatory framework for operating counterbalanced lift trucks.
  • Describing the counterbalanced lift truck to be operated.
  • Demonstrating mechanical awareness of the counterbalanced lift truck.
  • Inspecting the counterbalanced lift truck.
  • Handling loads with a counterbalanced lift truck. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
  • Communication at NQF Level 3.
  • Mathematical Literacy at NQF Level 3. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Demonstrate knowledge of the regulatory framework for operating a counterbalanced lift truck. 
    OUTCOME RANGE 
    Includes but is not limited to relevant sections of current legislation of the Occupational Health and Safety Act (Sections 8, 13 and 14), General Safety Regulation 2, General Safety Regulation 9 and Driven Machinery Regulations 18. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The responsibility of the employer and employees regarding health and safety are explained in terms of the legal obligations on both parties. 

    ASSESSMENT CRITERION 2 
    The importance of the right to information is explained to ensure that health and safety issues are not compromised. 

    ASSESSMENT CRITERION 3 
    The regulations pertaining to personal protective equipment (PPE) are explained to ensure that appropriate precautions are taken in the workplace. 

    ASSESSMENT CRITERION 4 
    The regulation pertaining to stacking is explained to ensure safety of self and others. 

    ASSESSMENT CRITERION 5 
    |The regulation pertaining to driven machines are explained to maintain the safety of the lifting machine environment. 

    ASSESSMENT CRITERION 6 
    The code of practice and safety procedures of the organisation are evaluated to ascertain whether they are in conformity with the regulatory framework for lifting machines. 

    SPECIFIC OUTCOME 2 
    Describe the counterbalanced lift truck to be operated. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The counterbalanced lift truck is in terms of the different types of lifting machines in a category. 
    ASSESSMENT CRITERION RANGE 
    Types refers to the various types of lift trucks within the lift truck category, in terms of the NCOP.
     

    ASSESSMENT CRITERION 2 
    The counterbalanced lift truck is described in terms of its functionality of and the context within which it the can be operated to achieve specified work requirements. 

    ASSESSMENT CRITERION 3 
    The counterbalanced lift truck is analysed in terms of its limitations, capabilities and capacities for the required application. 

    SPECIFIC OUTCOME 3 
    Demonstrate mechanical awareness of the counterbalanced lift truck. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The major components of the counterbalanced lift truck are identified and described in terms of their functions in the operation of the machine. 

    ASSESSMENT CRITERION 2 
    The systems of the counterbalanced lift truck are described in terms of their features, functions and inter-relatedness. 

    ASSESSMENT CRITERION 3 
    The instrumentation of the counterbalanced lift truck is explained in terms of their functions and what the operator must do in case of a deviation. 
    ASSESSMENT CRITERION RANGE 
    Instrumentation includes gauges, indicators and warning devices.
     

    ASSESSMENT CRITERION 4 
    The operation of the levers, controls and safety devices is conducted appropriately in order to maintain safety during operations. 

    ASSESSMENT CRITERION 5 
    The attachment of the counterbalanced lift truck are used as per manufacturer's instruction and standard operating procedure. 

    SPECIFIC OUTCOME 4 
    Inspect the counterbalanced lift truck. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Pre-start checks are conducted in accordance with manufacturer specifications to ensure that the machine is safe for operation. 

    ASSESSMENT CRITERION 2 
    The counterbalanced lift truck is started-up according to manufacturer's instructions. 

    ASSESSMENT CRITERION 3 
    Shut down procedures are performed that ensure the machine is serviceable for the next operator/shift. 

    ASSESSMENT CRITERION 4 
    The lifting machine is maintained according to manufacturer's instruction and standard operating procedure. 

    ASSESSMENT CRITERION 5 
    Problems are recorded and reported according to workplace standard operating procedure. 

    SPECIFIC OUTCOME 5 
    Handle loads with a counterbalanced lift truck. 
    OUTCOME RANGE 
    Handle includes identifying, lifting, transporting, stacking and storing. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The physical properties of a load are identified and described according to specific criteria for classification of the load. 
    ASSESSMENT CRITERION RANGE 
    Criteria include but are not limited to density, dimensions, centre of gravity, temperature, stability of a suspended load.
     

    ASSESSMENT CRITERION 2 
    The appropriate attachment for the load type is selected and used as per manufacturer's instructions. 

    ASSESSMENT CRITERION 3 
    Specific loads are handled according to standard operating procedures. 

    ASSESSMENT CRITERION 4 
    The operational capability of the machine is assessed in terms of efficiency and safety of operation. 

    ASSESSMENT CRITERION 5 
    The load is handled in such a way as to ensure that safe operating procedures are complied with to ensure safety of people, machines and the environment. 
    ASSESSMENT CRITERION RANGE 
    Procedures include emergency procedures, procedures to deal with hazardous materials if being transported or handled, stacking procedures.
     

    ASSESSMENT CRITERION 6 
    The machine is operated within its load capacity. 

    ASSESSMENT CRITERION 7 
    Communication skills are used to lift, move and release the load in accordance with workplace accepted timeframes. 
    ASSESSMENT CRITERION RANGE 
    Communication skills include BAT, radio, hand, semaphore.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner or moderating the assessment of a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable the achievement of this unit standard must be accredited as a provider with the relevant ETQA.
  • Assessment and moderation of assessment will be overseen by the relevant ETQA according to the ETQA policies and guidelines for assessment and moderation.
  • Moderation must include both internal and external moderation of assessments at exit points of the qualification, unless ETQA policies specify otherwise. Moderation should also encompass achievement of the competence described both in individual unit standards as well as the integrated competence described in the qualification. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Legislation and Regulations.
  • Components, systems, instrumentation, levers, controls and warning devices of lifting machines.
  • Principles of leverage, centre of gravity.
  • Types of lift trucks.
  • Limitations, capabilities and capacities of the counterbalanced lift truck.
  • Principles and properties of loads.
  • Safety operating procedures.
  • Communication skills. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made when:
  • Identifying the counterbalanced lift truck for application.
  • Dealing with problems pertaining to the lifting machine. 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with other as a member of a team, group, organisation, community to:
  • Ensure that counterbalanced lift truck is fit for operation.
  • Operate the counterbalanced lift truck. 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsively and effectively when:
  • Demonstrating knowledge of the regulatory framework for lifting machines.
  • Selecting the counterbalanced lift truck for a particular lifting application.
  • Identifying and describing the systems, instrumentation, levers, control and safety devices of the lifting machine.
  • Conducting inspections.
  • Recording and reporting problems of the lifting machine.
  • Handling loads with the machines.
  • Operating the lifting machine.
  • Using communication skills. 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information to:
  • Select a counterbalanced lift truck.
  • Handle loads according to standard operating procedure.
  • Operate the lifting machine safely. 

  • UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using visual, mathematical and/or language skills in the modes of oral and/or written presentation to:
  • Lift and move loads. 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, showing responsibility towards the environment and the health of others by:
  • Inspecting and using the counterbalanced lift truck according to manufacturer's instructions. 

  • UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  48794   National Certificate in Quality Checking of Tyres and Tyre Components  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  71989   National Certificate: Automotive Components: Manufacturing and Assembly  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  58862   National Certificate: Electro-Mechanical Winding  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  58720   National Certificate: Engineering Fabrication  Level 3  NQF Level 03  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  64829   National Certificate: Lifting Machine Operations  Level 3  NQF Level 03  Reregistered  2023-06-30  TETA 
    Elective  23255   National Certificate: Mechanical Engineering: Fitting and Machining  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  91926   National Certificate: Mechanical Engineering: Machining and Tooling  Level 3  NQF Level 03  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  67609   National Certificate: Mechatronics  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  79666   National Certificate: Metal and Engineering Manufacturing Processes  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  64190   National Certificate: Metals Production  Level 3  NQF Level 03  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  49449   National Certificate: Plastics Manufacturing  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  36155   National Certificate: Polymer Composite Fabrication  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  79407   National Certificate: Polymer Compound Manufacturing  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  21012   National Certificate: Power and Telecommunication Cable Manufacturing  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  24217   National Certificate: Thermoplastic Fabrication  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  48798   National Certificate: Tyre and Tyre Component Manufacturing  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  48795   National Certificate: Tyre Assembly  Level 3  NQF Level 03  Reregistered  2023-06-30  MERSETA 
    Elective  57886   National Certificate: Welding Application and Practice  Level 3  NQF Level 03  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. AA Forklift Training Centre 
    2. AA Technical Services PTY LTD 
    3. Accre-Com Training CC 
    4. ACT SKILLS DEVELOPMENT 
    5. Africa Training Centre 
    6. Agisanang SA Training 
    7. Arcelor Mittal Steel Vanderbijlpark 
    8. AREHONE MULTI TRAINING CENTRE 
    9. Bev Short Training Consultants 
    10. Biz and Labour (Pty) Ltd 
    11. BreErivier Training Development CC Mossel Bay 
    12. BreErivier Training Development CC Worcester 
    13. Certified Training Solutions PTY Ltd 
    14. ChamCham Corporation (PTY) Ltd 
    15. Circleway College 
    16. Continuous Development Training 
    17. Culmen Consultants cc 
    18. Dee's Training (PTY) LTD 
    19. Dithipe Development Institute (PTY) LTD 
    20. Driving Sense 
    21. Dynalift cc 
    22. Eastcape Training Centre 
    23. Firsat (Pty) Ltd 
    24. Fost Training Pty (Ltd) 
    25. G T Training Service Provider 
    26. Hazchemwize PTY Ltd 
    27. He and She Driver Training Centre 
    28. Ikaheng HR Solutions Pty Ltd 
    29. Indaba Training 
    30. Innovative Shared Services 
    31. Juan-Tech Rentals Pty Ltd 
    32. Kempston Driving Academy 
    33. Kriel Training (PTY) LTD 
    34. Learning Exchange Pty Ltd 
    35. LEFA Training and Projects 
    36. Malamba Forklift Training 
    37. MCD TECHNICAL TRAINING CENTRE (Legacy) Mers-3726 
    38. MCMEGZ Training 
    39. Merrod Trading 122 Pty Ltd 
    40. Mkholo Pardon Training Institution 
    41. MMTI Holdings 
    42. Mobile Training cc 
    43. Mtimande & Associates 
    44. Orion Industrial Training Services (Pty) Ltd 
    45. Precision skills development and training 
    46. Primeserv Corporate Solutions Pty Ltd 
    47. Pro - Con Skills Centre 
    48. PRO Skills Development Pty Ltd 
    49. Rhino Recruiting Services CC 
    50. Salestalk 88 Pty Ltd T/A Concord Skills and Training 
    51. SC Training and Consulting 
    52. Shipping And Transport College Pty Ltd 
    53. SVA Training 
    54. Training Consultant and SD College 
    55. Transnet Maritime School of Excellence 
    56. Tshireletso Multi-skills and Training 
    57. Wheelman S A 
    58. WHSE Training College (Pty) Ltd 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.