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Heavy Machinery

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  • This Class is available in Spanish
  • Equipment includes:
    • Backhoe
    • Skidsteer
    • Excavator

Course Overview


Duration:  4 Hours

Target Audience: Operators of skid steers, backhoes, compact loaders, and similar equipment

Regulatory Basis:

  • Title 8 CCR § 1592 (Operating Rules – Earthmoving Equipment)
  • Title 8 CCR § 1599 (Earthmoving Equipment – Safety Requirements)
  • Title 8 CCR § 1509 (Injury Prevention – Construction)
  • Title 8 CCR § 3203 (Injury and Illness Prevention Program – training)


Learning Objective:
Ensure operators can safely inspect, operate, and control heavy equipment while recognizing hazards and complying with Cal/OSHA regulations.

Introduction to Heavy Equipment Safety

  • Types of equipment covered:
    • Skid steers
    • Backhoes
    • Compact track loaders
  • Common accident causes:
    • Rollovers
    • Struck-by incidents
    • Caught-in/between hazards
  • Operator responsibilities and accountability

Regulatory Requirements (Cal/OSHA)

  • Requirement for trained and competent operators
  • Employer responsibilities under §3203 (IIPP)
  • Safe operation rules under §1592
  • Equipment guarding and safety requirements (§1599)

Equipment Type & Components

  • Skid steer components:
    • Lift arms
    • Bucket/attachments
    • Controls (hand/foot or joystick)
  • Backhoe components:
    • Loader bucket (front)
    • Backhoe boom, dipper, bucket (rear)
  • Safety features:
    • ROPS (Roll-Over Protective Structure)
    • Seat belts
    • Backup alarms

Hazard Identification

  • Rollover hazards:
    • Slopes
    • Uneven terrain
  • Struck-by hazards:
    • Workers on foot
  • Caught-in hazards:
    • Moving parts
  • Underground/overhead hazards:
    • Utilities
    • Power lines
  • Environmental hazards:
    • Weather
    • Visibility

Pre-Operation Inspection

  • Walk-around inspection:
    • Tires/tracks
    • Hydraulic lines
    • Attachments
  • Fluid checks:
    • Fuel, oil, hydraulic fluid
  • Safety systems:
    • Lights, alarms, seat belts
    • Reporting defects and removing equipment from service

Safe Operating Procedures

  • Mounting/dismounting (3-point contact)
  • Starting and shutdown procedures
  • Traveling safely:
    • Speed control
    • Turning techniques
  • Operating on slopes:
    • Load positioning
    • Direction of travel
    • Maintaining safe clearances

Load Handling & Equipment Use

  • Proper bucket use:
    • Loading/unloading
    • Carrying loads low
  • Backhoe operations:
    • Trenching basics
    • Spoil pile placement
    • Equipment limitations and rated capacity
    • Use of attachments (augers, forks, breakers)

Stability & Rollover Prevention

  • Center of gravity concepts
  • Avoiding sudden movements
  • Safe operation on inclines
  • Importance of seat belts and ROPS

Hands-On Equipment Training

  • Pre-use inspection demonstration
  • Controls familiarization
  • Operating exercises:
    • Digging, loading, dumping
    • Maneuvering in tight spaces
  • Safe shutdown and parking

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