Mobile plant loading and transporting - small equipment


The purpose of this standard is to provide candidates with the guidance on correct procedures for safe loading, securing and unloading of common mobile plant found in tool hire.

CITB has developed this standard in discussion with industry


Minimum 1 day of 6 learning hours.


The purpose of this standard is to provide candidates with the guidance on correct procedures for safe loading, securing and unloading of common mobile plant found in tool hire. Loading and unloading refers to placing the plant on to a trailer or transporter vehicle, transporting the plant and removing it from the trailer / transporter safely. This training includes basic operator handling skills, pre and off hire inspection, hire documentation and recording procedures for the plant in question.


  • overview of legislation (including Road Traffic Act)
  • manual handling operations
  • Personal Protective Equipment (PPE)
  • risk assessments:
    • overloading
    • trailers
    • overhangs
  • plant / vehicle / trailer daily inspections & checks
  • basic plant operation skills
  • correct loading techniques
  • plant securing techniques
  • documenting and recording inspections
  • labelling
  • pre & off hire checks and demonstrations.

Occupational relevance

Training delivered against this standard would be relevant to the following occupational group(s):

  • operative and craft
  • supervision.

Candidate pre-requisites

There are no candidate pre-requisites as part of this standard.


As a minimum, course instructors must be able to demonstrate that, in relation to this standard, they have:

  • a train the trainer or instructional techniques course certificate
  • successfully completed training to this standard
  • at least 2 years relevant industrial experience
  • a verifiable CV.


Delivery may be in an on or off the job environment.

All materials and equipment must be of a suitable quality and quantity for candidates to achieve learning outcomes, and must comply with relevant legislation.

The class size and candidate/instructor ratio must allow training to be delivered in a safe manner and enable candidates to achieve the learning outcomes.

The following delivery methods may not be used in the delivery of this standard:

  • e-learning.

This standard is considered to contain 51% or more practical training.


For the successful completion of training, candidates must complete an end of course practical assessment or knowledge test that measures the learning outcomes and has a pass or fail criteria.

Quality assurance

Quality assurance against this standard will require initial approval of the training organisation and their content mapped to the standard.

CITB will also conduct an approval intervention, either desk-based or centre visit, to ensure the training organisation can meet the requirements of the training standard.

Approved training organisations (ATOs) will be required to present information on records of training and assessment upon request to CITB for desk based analysis. They will also be visited annually by the CITB quality assurance team.


There are no mandatory renewal or recommended refreshment requirements for this standard.

Approval date

November 2018

Review cycle

On request or 3 years from approval date

Learning outcomes

The candidate will be able to: Additional guidance to support learning outcome
Describe the legislation relating to loading and transporting mobile plant and small equipment  Including Road Traffic Act
Describe the key principles of the Road Traffic Act  
Carry out correct manual handling operations  
Conduct risk assessments:
  • overloading
  • trailers
  • overhangs.
Identify Personal Protective Equipment required  
Conduct plant/vehicle/trailer daily inspections and checks  
Demonstrate correct basic plant operation skills
Carry out the required loading techniques
Carry out the required plant securing techniques
Correctly document and record the required information 
Correctly carry out all labelling requirements
Carry out the necessary pre & off hire checks and demonstrations