us-osha-directives-ac3039f9b138a2d1a4f5fe47734ce729•Regional Emphasis Program (REP) for Powered Industrial Trucks
Regional Emphasis Program (REP) for Powered Industrial Trucks
us-osha-directives-ac3039f9b138a2d1a4f5fe47734ce729Regional Emphasis Program (REP) for Powered Industrial TrucksGuidance
1 U.S. DEPARTMENT OF LABOR Occupational Safety and Health Administration DIRECTIVE NUMBER: BMH-CPL-04-00-002 SUBJECT: Regional Emphasis Program (REP) for Powered Industrial Trucks REGION: Birmingham Region SIGNATURE DATE: July 30, 2026 EFFECTIVE DATE: October 1, 2026 ABSTRACT Purpose: The purpose of this instruction is to renew a Regional Emphasis Program (R EP) to reduce injuries and fatalities related to powered industrial trucks in General Industry, Maritime and Construction. Sc ope: This instruction applies to all Birmingham Region Federal Area Offices. References: See Section III. C ancellations: This instruction supersedes OSHA Regional Instruction BHM-CPL-04-00- 002, Regional Emphasis Program (REP) for Powered Industrial Trucks, April 17, 2025. State Impact: No Impact Action Offices: This instruction applies to Baton Rouge, Birmingham, Jackson, Little Rock, Mobile, and Nashville Federal Area Offices. Originating Office: Birmingham Regional Office Contact: Assistant Regional Administrator for Enforcement Programs By and Under the Authority of DORINDA HUGHES Regional Administrator Executive Summary Many hazards are associated with the operation of powered industrial trucks, which could lead to serious injury and death to employees. The intent of this Regional Emphasis Program is to encourage employers to take steps to correct these hazards thereby reducing potential injuries and death. We intend to accomplish this through outreach and enforcement activities. Outreach activities will include letters to employers, training sessions, and possible partnerships or alliances with stakeholders. Enforcement activities include reviewing powered industrial truck operations on all inspections where applicable and conducting inspections for complaints that allege powered industrial truck hazards. Significant Changes • Added Baton Rouge, Little Rock Area Offices. • Updated the OSHA Information System statistical data. • Updated Bureau of Labor Statistics charts and information. 3 Table of Contents I. Purpose. ............................................................................................................................................... 4 II. Scope. ................................................................................................................................................... 4 III. References. .......................................................................................................................................... 4 IV. Cancellations. .................................................................................................................................. 4 V. Expiration. ............................................................................................................................................ 4 VI. Action Offices. ................................................................................................................................. 4 VII. Federal Program Change. ................................................................................................................ 5 VIII. Significant Changes. ........................................................................................................................ 5 IX. Background. ......................................................................................................................................... 5 X. Procedures. .......................................................................................................................................... 6 XI. Recording in OIS. ................................................................................................................................. 6 XII. Outreach. ......................................................................................................................................... 7 XIII. Evaluation. ....................................................................................................................................... 7 APPENDIX A ................................................................................................................................................... 8 APPENDIX B ................................................................................................................................................... 9 4 I. Purpose. The purpose of this instruction is to reissue a Regional Emphasis Program (REP) to reduce injuries and fatalities related to powered industrial trucks in General Industry, Maritime and Construction as part of the OSHA region realignment. This REP will provide the legal authority to evaluate the employer’s forklift program on all unprogrammed inspections or other limited scope inspections to assure that employees are being properly protected. Powered industrial truck (PIT) operations will be inspected on all programmed and unprogrammed inspections in General Industry, Maritime, and Construction. Area offices will normally conduct inspections for all complaints, formal or non-formal, which contain allegations of powered industrial truck hazards, unless there are significant resource implications. In addition, all unprogrammed inspections may be expanded to include powered industrial truck operations if applicable. II. Scope. This instruction applies to all Birmingham Region Federal Area Offices. III. References. A. Title 29 Code of Federal Regulations, Part 1910. B. OSHA Instruction CPL 04-00-002, Procedures for the Approval of Local Emphasis Programs (LEPs), November 13, 2018 C. OSHA Instruction CPL 02-00-164, Field Operations Manual (FOM), February 9, 2026, or current update D. OSHA Instruction CPL 02-00-051, Enforcement Exemptions and Limitations under the Appropriations Act, July 18, 2024 E. Powered Industrial Truck Operator Training; Final Rule. Federal Register Tuesday, December 1, 1998; 63(230):66238-66274. F. ASME (American Society of Mechanical Engineers) B56.1- 2020, Safety Standard for Low Lift and High Lift Trucks. (www.itsdf.org) IV. Cancellations. This instruction supersedes OSHA Regional Instruction BHM-CPL-04-00-002, Regional Emphasis Program (REP) for Powered Industrial Trucks, April 17, 2025. V. Expiration. This instruction expires within five years of the effective date, unless extended. VI. Action Offices. A. Responsible Office. Birmingham Regional Office – Enforcement Programs. B. Action Office. Baton Rouge, Birmingham, Jackson, Little Rock, Mobile, and Nashville Federal Area Offices. 5 VII. Federal Program Change. None. VIII. Significant Changes. A. Added Baton Rouge, Little Rock Federal Area offices. B. Update OSHA Information System statistical data. C. Update Bureau of Labor Statistics charts and information. IX. Background. OSHA estimates there are approximately 1.5 million workers in the United States who operate powered industrial trucks. Powered industrial trucks are a significant source of serious and fatal injuries to workers. A. Statistics. According to the U.S. Department of Labor/Bureau of Labor Statistics (BLS), TABLE A-5 of Fatal occupational injuries by occupation and event or exposure, all United States, for 2024, the number of fatal injuries among industrial truck and tractor operators was 30. During FY25, Federal OSHA and the State programs investigated 85 fatalities, and 26 other non-fatal incidents related to violations of the powered industrial trucks standards. During the same period, the Birmingham Region conducted 65 inspections where powered industrial trucks were used and issued 90 citations related to powered industrial truck hazards. B. Definition. Powered industrial trucks are used in almost all industries. They are used to move, raise, lower, or remove large objects or several smaller objects on pallets or in boxes, crates, or other containers. OSHA Standard 1910.178 for powered industrial trucks contains requirements related to fire protection, design, maintenance, and use of fork trucks, tractors, platform lift trucks, motorized hand trucks, and other specialized industrial trucks. ASME B56.1-1969, Safety Standard for Low Lift and High Lift Trucks, which is incorporated by reference in 1910.178, defines powered industrial trucks as “mobile, power propelled trucks used to carry push, pull, lift, stack, or tier material.” C. Hazards. Each of the different types of powered industrial trucks has its own unique characteristics and inherent hazards. Characteristics of powered industrial trucks that affect safe truck operation are the truck's tendency to become unstable; its ability to carry loads high off the ground; and its characteristic mode of steering, i.e., with the rear wheels while being powered by the front wheels. Moving loads upward, downward, forward, and backward causes a shift of the center of gravity and can adversely affect the vehicle's stability. When a load is raised or moved away from the vehicle, the vehicle's longitudinal stability is decreased. Workplaces, where powered industrial trucks are used, present a variety of 6 different hazards such as, but not limited to, rough, uneven, or sloped surfaces; unusual loads; hazardous areas; narrow aisles; blind spots; and pedestrian traffic or employees working close to the path of travel. Some hazardous work practices relate to all trucks, including driving at excessive speed, poor loading, and carrying unauthorized passengers. Poor truck maintenance can also contribute to accidents. Improper truck maintenance has caused death from over exposure to carbon monoxide, loss of brakes, or rupture of hydraulic lines. Many accidents have occurred because of unsafe truck operation. For example, employees have fallen from trucks while using them to change light bulbs on overhead fixtures or riding on the forks to manually retrieve items from high racks. In addition, accidents have occurred when an operator attempted driving with an obstructed view in the direction of travel and has run into another employee. The Birmingham Regional OSHA Office is reissuing this REP to ensure powered industrial truck operations are evaluated on all inspections to determine employer compliance with all relevant OSHA requirements and ensure employees are protected from powered industrial truck related hazards. X. Procedures. The conduct of inspections shall adhere to the following: A. All inspections conducted in general industry, maritime and construction are covered by this instruction. B. During all inspections, compliance officers shall determine if powered industrial trucks are utilized at that worksite. If they are, the compliance officer will either expand the inspection or make a referral to cover those operations unless powered industrial trucks operations have been inspected at the worksite within the last three years. C. In accordance with the FOM, Chapter 9, Complaint and Referral Processing, area offices will normally conduct an inspection for all complaints, formal or non- formal, which contain allegations of powered industrial truck hazards unless there are significant resource implications. D. If an employer refuses to allow the compliance officer to expand an inspection to address the powered industrial truck operations covered by this program, a warrant shall be sought in accordance with procedures in the current FOM, Chapter 15, Section III, for handling such refusals. E. Area Directors shall ensure compliance officers are sufficiently qualified/trained to conduct this type of inspection. XI. Recording in OIS. Current instructions for completing the appropriate OSHA forms shall be applied when recording inspections under this REP. 7 A. All inspections expanded or scheduled under this REP shall be coded in OIS as “FORKLIFT” under local emphasis. B. Unprogrammed activities such as Fatality, Complaint, Referral, and Employer- Reported referral shall be coded in OIS as “FORKLIFT” in the appropriate field. XII. Outreach. All REPs must contain an outreach component that must be ongoing throughout the effective period of the program. These outreach efforts should be coordinated with or include the consultation program for that area. The method of outreach is at the discretion of the respective Area Directors and can consist of one or more of the following components. 1. Broadcast mail-outs, emails, or program information 2. Stakeholder meetings 3. Targeted training sessions 4. Presentations to the affected group(s) Before the Baton Rouge and Little Rock Area Offices may initiate enforcement under this program, each will implement outreach programs supporting the goals of this program. The outreach efforts should occur at least three months before the initiation of inspections and continually after. XIII. Evaluation. An evaluation of the program will be conducted midway through and at the completion of the effective period that addresses whether the program advances OSHA’s goals and initiatives and will include quantitative and qualitative measures. 8 APPENDIX A Date Company Name Address Dear Stakeholder: The United States Department of Labor/Occupational Safety and Health Administration (OSHA), Birmingham Region, has developed a local outreach, education, prevention, and inspection program regarding employers who may have powered industrial truck operations. We will be conducting outreach efforts to employers to raise awareness of the hazards related to powered industrial trucks. We are writing to invite you to participate in our outreach efforts. The goal of the program is to reduce fatalities and serious injuries related to powered industrial trucks and to encourage employers to bring their facility into compliance with the applicable OSHA regulation for Powered Industrial Trucks in General Industry, Maritime and Construction. Hazards associated with powered industrial trucks include: inadequately trained drivers, improper operation (tip-overs, collisions with structures and pedestrians), improper storage of materials in areas serviced by powered industrial trucks, use of powered industrial trucks in a hazardous location, inadequate lockout-tagout procedures while working on powered industrial trucks, carbon monoxide and propane exposures, falls from powered industrial trucks while elevated, and improper maintenance procedures. Small employers may contact the On-site Consultation Program for a free confidential safety and health consultative visit. The consultation program, funded primarily by federal OSHA, provides safety and health consultative services to help employers establish and maintain a safe workplace by coming into compliance with OSHA’s regulations. Although the consultants’ findings are confidential, employers are required to correct any hazards they observe on their visit. Information related to the On-site Consultation Program may be found at the OSHA website, www.OSHA.gov. The mission of OSHA is to ensure that working men and women arrive home safe each night from their place of employment. Together, we can accomplish this task. OSHA shares each employer’s goal of reducing occupational injuries and illnesses to the maximum extent practical. Should you wish to participate with us in our efforts or if you have any questions or comments, please contact me at (xxx) xxx-xxxx. We look forward to working with you toward this common objective. Sincerely, Area Director (xxxx) 9 APPENDIX B Powered Industrial Truck (PIT) Inspection Guidance This guidance provides recommendations for evaluating PITs. The compliance officers shall familiarize themselves with OSHA standard, 29 CFR 1910.178. The CSHOs shall conduct a complete and thorough evaluation and inspection utilizing the steps listed below: Step 1. Determine the types of PITs at the establishment, such as but not limited to; electric motor rider trucks, order pickers, sit down forklift trucks, walk behind trucks, etc. Reference 1910.178, ANSI/ASME B.56.1 and https://www.osha.gov/etools/powered-industrial-trucks. Step 2. Determine which employees have been designated to operate the PITs. Determine through interviews and an evaluation of the employer’s training program their level of training, experience, refresher training, and evaluation. Step 3. Inspect one or more of the different types of PITs used in the establishment. The truck(s) shall be visually inspected to address hazards outlined in the appropriate OSHA standard. Have an operator and the member of management responsible for the PITs onsite demonstrate how they perform inspections of the PITs. Step 4. Observe the PITs in operation for safe operation and handling. Step 5. Interview the operators. Discuss training, evaluations, incidents/accidents, handling of defective trucks, and repairs. Step 6. Interview the employer/trainer. Discuss policies/procedures, training program, frequency of training, determination of competency when hiring experienced operators, evaluation of operators, maintenance/servicing of trucks, knowledge of the owner’s manual, and removal/return of trucks to service.
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