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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD THAT HAS PASSED THE END DATE: 

Lift and move material and equipment by means of a forklift 
SAQA US ID UNIT STANDARD TITLE
244365  Lift and move material and equipment by means of a forklift 
ORIGINATOR
SGB Mining and Minerals 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 06 - Manufacturing, Engineering and Technology Fabrication and Extraction 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 2  NQF Level 02  3 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2026-06-30   2029-06-30  

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 replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
9599  Lift and move material and equipment by means of a forklift  Level 2  NQF Level 02  3   

PURPOSE OF THE UNIT STANDARD 
This unit standard is for persons who have the responsibility to lift and move material and equipment by means of a forklift.

Persons credited with this unit standard are able to:
  • Explain the specified requirements pertaining to lifting, securing, transferring and positioning of loads.
  • Prepare for lifting, securing, transferring and positioning of loads.
  • Operate the forklift.
  • Perform post-lifting, securing, transferring and positioning activities.

    The skills, knowledge and understanding demonstrated within this unit standard contribute to social and economic transformation and the upliftment and economic growth of the mining and minerals sector by lifting and moving material and equipment by means of a forklift as part of the mining process.

    This unit standard is intended to promote general skills, knowledge and understanding of persons responsible for lifting and moving material and equipment by means of a forklift in the mining and minerals sector in order to ensure knowledgeable, competent and informed workers. 
    		•

    LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The credit calculation is based on the assumption that learners are already competent in terms of the following outcomes or areas of learning when starting to learn towards this unit standard:
  • Operate a forklift, and should also understand the role that lifting and moving of loads plays in the complete process of mining at NQF Level 2.
  • Follow basic occupational health and safety practices underground at NQF Level 1. 
    		•

    UNIT STANDARD RANGE 
    Specific range statements are provided in the body of the unit standard where they apply to particular specific outcomes or assessment criteria. 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Explain the specified requirements pertaining to lifting, securing, transferring and positioning loads. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The explanation describes the operational requirements of a forklift and the consequences to occupational health and safety if specified requirements are not adhered to. 
    ASSESSMENT CRITERION RANGE 
    Operational requirements must include:
  • Towing and speed limits.
  • Traffic Control Systems.
  • Environmental conditions i.e. heat, gases, dust, excessive water, and visibility and ventilation flow.
  • Sling types and colour coding.
  • Load mass limitations.
     
    		•

    ASSESSMENT CRITERION 2 
    The explanation describes the steps to be followed in the event of emergencies and the consequences to occupational health, safety and productivity if the specified requirements are not adhered to. 
    ASSESSMENT CRITERION RANGE 
    Emergency procedures must include:
  • Brake failure.
  • Fire to equipment/machinery.
  • Fall of Ground.
  • Collisions.
  • Power failures.
  • Restricted areas.
  • Chemicals.
     
    		•

    ASSESSMENT CRITERION 3 
    The explanation describes the importance of operating a forklift for lifting, securing, transferring and positioning of loads and the role in the production cycle and the consequences to occupational health, safety and production if these requirements are not adhered to. 

    SPECIFIC OUTCOME 2 
    Prepare for lifting, securing, transferring and positioning of loads. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The required personal protective equipment is available, fit for purpose and used in accordance with its design and specified requirements. 

    ASSESSMENT CRITERION 2 
    The designated parking area of the forklift is examined and hazards and substandard conditions are dealt with according to specified requirements. 

    ASSESSMENT CRITERION 3 
    The required tools and equipment are available, fit for purpose and transported according to specified requirements. 

    ASSESSMENT CRITERION 4 
    The pre-use and after start inspection is conducted according to the requirements on the provided checklists, defects identified are dealt with according to specified requirements. 

    ASSESSMENT CRITERION 5 
    The explanation of the consequences to safety, occupational health and production, if specified requirements are not adhered to whilst preparing for lifting, securing, transferring and positioning of loads, is according to specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Range must include consequences of non-adherence to specified requirements in terms of:
  • Personal protective equipment.
  • Parking area examination.
  • Selection, examination and transportation of tools and equipment.
  • Pre-use and after start inspection.
     
    		•

    SPECIFIC OUTCOME 3 
    Operate the forklift. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The physical conditions in the work area are continuously assessed and hazards and substandard conditions are dealt with according to specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Physical conditions must include:
  • Environmental conditions.
  • Ground conditions.
  • Roadway conditions.
  • Restricted areas.
  • Loading area conditions.
  • Traffic flow.
     
    		•

    ASSESSMENT CRITERION 2 
    Tools and equipment are used according to specified requirements. 

    ASSESSMENT CRITERION 3 
    The load is secured and the inclination to be traversed is verified according to specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Permissible load and securing methods must include:
  • Capacity loaded.
  • Permissible items.
  • Securing methods and mechanisms.
     
    		•

    ASSESSMENT CRITERION 4 
    The load is transferred and positioned according to specific requirements. 

    ASSESSMENT CRITERION 5 
    Interpersonal interaction is positive, consistent with specified requirements and promotes effective teamwork. 

    ASSESSMENT CRITERION 6 
    The explanation of the consequences to safety, occupational health and production, if specified requirements are not adhered to whilst lifting, securing, transferring and positioning of loads, is according to specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Range must include consequences of non-adherence to specified requirements in terms of:
  • Continuous area examination.
  • Use of tools and equipment.
  • Securing the load and verifying the inclination to be traversed.
  • Transferring and positioning the load.
  • Interpersonal interaction.
     
    		•

    SPECIFIC OUTCOME 4 
    Perform post-lifting, securing, transferring and positioning activities. 

    ASSESSMENT CRITERIA     

    ASSESSMENT CRITERION 1 
    The forklift is parked, secured and locked out according to specific requirements. 

    ASSESSMENT CRITERION 2 
    Tools and equipment are prepared and stored for subsequent use and those defective are dealt with according to specified requirements. 

    ASSESSMENT CRITERION 3 
    Reports are completed and submitted in accordance with specified requirements. 

    ASSESSMENT CRITERION 4 
    The explanation of the consequences to safety, occupational health and production, if specified requirements are not adhered to whilst performing post-lifting, securing, transferring and positioning activities is according to specified requirements. 
    ASSESSMENT CRITERION RANGE 
    Range must include consequences of non-adherence to specified requirements in terms of:
  • Parking, securing and lock out procedure.
  • Preparation and storage of tools and equipment for subsequent use.
  • Completion and submission of reports.
     
    		•


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard must be accredited as a provider through the relevant ETQA by SAQA.
  • Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines and the agreed ETQA procedures. 
    		•

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The following embedded knowledge is addressed in an integrated way in the unit standard:

    Causes and effects, implications of:
  • Hazards and risks not dealt with.
  • Sub-standard work practices.
  • Sub-standard use of tools and equipment.

    Procedures and techniques:
  • Material removal techniques.

    Regulations, legislation, agreements, policies, standards:
  • Safety, occupational health and environmental legislation and regulations.
  • Quality policies, standards and agreements.

    Relationships, systems:
  • Interpersonal interaction with team members. 
    		•

    UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems and make decisions using critical and creative thinking.
  • Note: The ability of the learner to identify sub-standard and hazardous conditions, assess and take appropriate action. 
    		•

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as members of a team, group, organisation or community.
  • Note: The ability and willingness of the learner to accept and interpret work instructions correctly. 
    		•

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage themselves and their activities responsibly and effectively.
  • Note: The ability of the learner to indicate what methods, tools and personal protective equipment is required and communicate to fellow workers his/her intentions and assistance required. 
    		•

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information.
  • Note: The ability of the learner to reconcile the information from visual and physical examinations and constantly evaluate the changing situation. 
    		•

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively, using visual, mathematical and/or language skills in the modes of oral and/or written presentations.
  • Note: The appropriate communication with the relevant personnel with regard to the reporting of hazards and sub-standard conditions will indicate his/her proficiency in effective communication. 
    		•

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically showing responsibility towards the environment and occupational health of others.
  • Note: The learner demonstrates an understanding of and ability to use advanced mining technology in terms of production, safety and communication. 
    		•

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems by recognising that problem-solving contexts do not exist in isolation.
  • Note: The ability of the learner to recognise the importance of safely moving material and to understand the consequences of not adhering to standards in terms of the safety of all persons working underground. 
    		•

    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 
    This unit standard replaces unit standard 9599, "Lift and move material and equipment by means of a forklift", Level 2, 3 credits.

    Terminology:

    Specified Requirements:

    Specified requirements include legal and site-specific requirements and are contained in one or more of the following documents:

    Legal:
  • Relevant Acts: e.g. Mine Health & Safety Act, 1996 (Act no 29/1996), and Minerals Act and Regulations, 1991 (Act no 50/1991).
  • Mandatory Codes of Practice.
  • SANS and other relevant Standards.
  • Chief Inspector of Mines' Directives.

    Site Specific:
  • Hazard Identification and Risk Assessments (HIRA).
  • Occupational Health and Safety Risk Management Programme.
  • Voluntary Codes of Practice.
  • Managerial Instructions.
  • Mine Standard Procedures.
  • List of Recorded OH&S Risks.
  • Working Guides.
  • Equipment and Materials Specifications of 1993.

    Notes to Assessors:

    Assessors should keep the following principles in mind when designing and conducting assessments against this unit standard:
  • Focus the assessment activities on gathering evidence in terms of the main outcome expressed in the title to ensure assessment is integrated rather than fragmented. Remember we want to declare the person competent in terms of the title. Where assessment at title level is unmanageable, focus assessment around each specific outcome, or groups of specific outcomes.
  • Make sure evidence is gathered across the entire range, wherever it applies. Assessment activities should be as close to the real performance as possible, and where simulations or role-plays are used, there should be supporting evidence to show the learner is able to perform in the real situation.
  • Do not focus the assessment activities on each assessment criterion. Rather make sure the assessment activities focus on outcomes and are sufficient to enable evidence to be gathered around all the assessment criteria.
  • The assessment criteria provide the specifications against which assessment judgements should be made. In most cases, knowledge can be inferred from the quality of the performances, but in other cases, knowledge and understanding will have to be tested through questioning techniques. Where this is required, there will be assessment criteria to specify the standard required.
  • The task of the assessor is to gather sufficient evidence, of the prescribed type and quality, as specified in this unit standard, that the learner can achieve the outcomes again and again and again. This means assessors will have to judge how many repeat performances are required before they believe the performance is reproducible.
  • All assessments should be conducted in line with the following well documented principles of assessment: appropriateness, fairness, manageability, integration into work or learning, validity, direct, authentic, sufficient, systematic, open and consistent.

    Unit Standard Justification:

    Level:

    Attribute; Level; Justification:
  • Skills; Level 2; The skills required have some variety but are still fairly simple.
  • Procedures; Level 2; Although the procedure is known and familiar (as level 1) it is not as repetitive.
  • Context; Level 2; Although the process could occur in different contexts, the contexts are repeatedly applicable and known to the learner.
  • Knowledge; Level 2; The knowledge required is merely related to the operation and no theory needs to be applied.
  • Information processing; Level 2; Information is readily available but some processing is required.
  • Problem Solving; Level 2; The learner will only have to apply given solution to known/familiar problems.
  • Orientation of activities; Level 3; Follows instructions but has some autonomy to make own decisions.
  • Orientation of scope of responsibility; Level 2; Some responsibility towards quantity and quality, i.e. responsible for quantity and quality of item of competence and not the over al output.
  • Application of responsibility; Level 2; Learner's output is quality controlled.

    Average Level: 19/9 = 2.1.
    Actual Level Assigned: 2.

    Credits:

    Total hours required by the learner to achieve the required outcome:

    Activity; Hours:
  • Classroom Teaching; 12 Hours.
  • On-The-Job Training; 18 Hours.
  • Mentoring required; 0 Hours.
  • Other (Specify); 0 Hours.
  • Total; 30 Hours.

    Credits Achieved: 30/10 = 3.0.
    Actual Credits Assigned: 3. 
    		•

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  78944   National Certificate: Autotronics  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  65789   National Certificate: Construction Plant Operations  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  CETA 
    Elective  66512   National Certificate: Foundry Operations  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2013-11-07  MERSETA 
    Elective  64949   National Certificate: Laboratory Practice  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  79686   National Certificate: Metal and Engineering Manufacturing Processes  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MERSETA 
    Elective  64189   National Certificate: Metals Production  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  58739   National Certificate: Mining Operations for Underground Hard Rock  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  MQA 
    Elective  61929   National Certificate: Pulp and Paper Operations  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  FPMSETA 
    Elective  59017   National Certificate: Tissue Conversion  Level 2  NQF Level 02  Passed the End Date -
    Status was "Reregistered"     		 2015-06-30  FPMSETA 
    Elective  80928   National Certificate: Confectionery (Chocolate, Sugar and Biscuit) Manufacturing  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  FOODBEV 
    Elective  64829   National Certificate: Lifting Machine Operations  Level 3  NQF Level 03  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  TETA 


    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.
     
    NONE 


    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.