Creating set loading, transportation, and unloading standards and practices is essential when handling large machinery and keeping people safe. Find guidelines below for the proper loading and unloading of heavy equipment to help you safely haul construction and heavy machinery.
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Preparation is key for heavy equipment transport. Construction injuries can occur when loading and unloading equipment, so it’s essential to prepare and take safety measures from the start to mitigate liabilities and avoid construction accidents. Let’s review the proper ways to prepare heavy equipment for transport.
1. Perform a Documented Risk Assessment
Regarding heavy equipment liability, construction companies are responsible for dotting their i’s and crossing their t’s. Risk assessments are preemptive compliance documents allowing you to prove how detailed and thorough your fleet management processes are.
Consider adding one for your heavy equipment transportation preparation protocol. They can be done by a senior manager or supervisor, containing the total operation and transportation timeline and its weight loads, plus relevant project risks and what’s been done to address them.
2. Outfit Sites With PPE
We can’t say it enough — safety is the backbone of the industry. Having your crew wear a complete set of personal protective equipment is a safety standard across all construction operations, not just when preparing for the safe and legal transport of heavy cargo. It’s also something routinely overlooked, with many sites taking shortcuts to chain up a trailer quickly and move on to the next task.
PPE documentation is also a risk-mitigation strategy. You’ll round out a stronger risk assessment and permit application when you note all the safety protocols you and your crew adhere to on top of routine tie-down requirements for heavy equipment.
3. Inspect the Hauling Capacities of Your Truck or Trailer
Next in line when preparing for heavy equipment transport is to check the things that’ll be doing the actual transporting. A complete inspection of your trailer or truck includes the following:
While most states mandate four tie-down points, and most operations concede to that number, some heavy equipment requires even more. Any machine with attachments or appendages must have those attachments dislodged and separately secured, meaning now a minimum of five tie-down points. A typical example of this is when securely transporting excavators.
A load is only as strong as its weakest link. Weak links often happen because the process was rushed or done halfheartedly, not because the procedure wasn’t followed.
Loading heavy equipment on a trailer safely is not just about driving a new dozer up the ramp, looping in a few chains, and sending it on its way. We’ve got a few more points of consideration to ensure you reliably and legally transport heavy cargo. Refer to these safety measures for secure loading operations.
1. Designate Responsibilities
Before actual loading occurs, the team should have a clear understanding of who’s in charge of what. You’ll need someone to drive the equipment onto the deck, but you’ll also need a spotter to deliver hand signals and direct the driver up the ramp and onto the trailer bed. Likely, they won’t have a clear line of site to do so themselves.
Moreover, the rest of the crew should be notified if a loading procedure is on the docket. No drifting personnel or other vehicles should interrupt loading operations, which are generally unsafe to stop once they have started.
2. Clean the Ramp and Trailer
Ramps and trailer decks should be as dirt-, oil-, and debris-free as possible, especially if they are metal. This ensures the piece of loading equipment has as much traction as possible to move up its ramp. A clean ramp and trailer bed are also dry, and clear of ice, snow, and water. If you are still concerned about equipment smoothly moving up ramps, consider employing ramp friction devices during this step.
3. Clear and Level the Loading Area
Pick an uninhabited and even space to set up the ramp and perform heavy equipment loading. Again, this is intuitive, but amid a busy workday or at peak hours in the yard, such measures can fall by the wayside.
You’ll also want to ensure the actual ground in the loading area is compact enough to bear the total weight of your loaded trailer. After rain or during seasons with thaw, the combined weight of these two vehicles can cause sinkage.
4. Begin the Machine/Ramp Line-Up
Slow and steady is the name of the game here. With the driver in the cab and a spotter positioned in plain view, begin driving the heavy equipment up the cleared ramp and onto the transportation vehicle’s deck.
Note that the machine’s center of gravity will shift during this ramp movement. This is the most dangerous part of the loading process, with the equipment’s weight caught momentarily in a point of limbo. Just keep moving gradually.
Also note that when appropriately positioned at final rest on deck, most of the equipment’s weight should be distributed toward the front of the trailer. This avoids fishtailing while en route.
5. Start Chaining Down Heavy Equipment
Check state laws on securing heavy equipment during public highway transportation. While the 4-5 tie-down points are near-universal, each state has additional oversized cargo restrictions and regulations to respect.
With the heavy equipment safely positioned on the deck, you can initiate one of the most critical steps in the loading and unloading procedure — tying it down.
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There are three predominant concerns with chaining down:
Here are a few additional reminders to achieve the proper way to chain down an excavator, loader, and more:
Vehicle accidents due to heavy trucks and cargo transport cause injuries and fatalities every year. This merely reinforces how vital it is to follow proper loading and unloading heavy equipment procedures in the yard and safely haul that equipment while on the road. We’ve got a few strategies.
Mapping your route before transporting your heavy equipment helps avoid accidents, such as trying to pass under an overpass that’s too short for your transport vehicle. You can also perform a run-through of your route to ensure there are no obstacles.
Look at the width of the road and bridge analysis to create the safest transportation route for your heavy equipment. The fewer turns, starts, stops, bridges, or challenging terrain can make the trip go smoothly and keep your drive, equipment, and passersby safe.
This is especially important if your load qualifies as oversized or overwidth, which — let’s face it — most heavy construction equipment will. Cranes, excavators, dump trucks, graders, dozers, and scrapers are just a few that carry extra heavy equipment liability. Prepare accordingly, whether that means deconstructed transport strategies that avoid overwidth or overweight designations or applying for the proper state permit from the onset.
It takes a little extra time, but the security is worth it. Apply the equipment’s parking brake. Also consider using wedges, chocks, or cradles against equipment wheels, securing them in place and preventing them from rolling on deck. They will also bolster your defenses against the following weight-distribution forces that naturally occur during transport:
This is also a great time to double-check any extra machine-specific loading and transportation conditions outlined by a spec sheet or manufacturer’s guidelines.
If you’ve ever seen an oversized load on the highway, you’ve likely noticed they’re marked with large banners, signs, and plenty of lights. These safety additions help others on the road know to use caution when approaching and passing. Transporting oversized loads can require one or multiple escort vehicles that alert other drivers to keep themselves and the driver safe.
If transport trucks are working alongside escort vehicles, they communicate through CB or two-way radios to ensure prompt, safe communication. Outfitting your transport equipment with the proper signage, labels, and lights helps you safely haul equipment to and from your site.
Heavy cargo’s safe and legal transport doesn’t stop once you start the ignition. While your heavy equipment is on the way to your site, perform regular inspections and check-ins, especially if you’re transporting your heavy equipment across great distances.
Industry standards designate when you should perform check-ins or inspections while your heavy equipment is on its way to its destination:
Safely unloading construction equipment rounds out the compliant transportation process. As with other protocols, there are key steps and risk-mitigation strategies to ensure the success of this final step.
1. Clear and Level the Unloading Site
Before your transportation vehicle arrives and you unload your equipment, inspect your designated unloading area to ensure it’s clear and ready for unloading. Uneven loading grounds and slick ramps can make unloading more challenging than expected, causing unexpected downtime or problems.
Do more than just clear any obstacles, debris, or dirt. Your personnel should also be aware of cargo schedules so only your relevant crew members are present when your heavy equipment arrives, making the process go more smoothly.
Once your transport vehicle arrives, guide it to the correct unloading site. Have the unloading ramp ready for deployment once the transport vehicle arrives, but you should conduct an additional visual inspection to ensure it’s clean and ready to go.
Once you’ve confirmed your ramp is ready for unloading, line up the ramp with the back of the trailer bed with as much accuracy as possible since you won’t have time to reposition once the machinery starts backing up.
Once you have everything in place, conduct a final walkthrough to better understand your equipment’s condition. Check the hitches and tires. You can also review roles and tasks with personnel, appointing an equipment operator and spotter before breaking down chain tie points.
Look at the condition of the tie points before you move forward with the unloading — a shifted load can create a hazard. If you’ve found that the load has shifted, hold off on undoing any chains or straps until you create a customized unloading plan.
3. Free the Load
After your walkthrough and determining that everything is in good order, slowly release tie-bounds and chains. Begin this process one at a time, starting in the rear corners. If any chains are wrapped around the links, unravel them and loosen them with their wrench boomers.
Use caution when starting this process since any chains can still be tight or pressurized. Moving too quickly can cause a metal chain to suddenly snap up if the tension isn’t reduced correctly.
4. Slowly Back the Heavy Equipment Down the Ramp
As you unload equipment, remember to take it slowly and to keep a safe distance between the spotter and the machinery. During the unloading process, your operator’s visibility can decrease until the equipment is fully unloaded, so ensure your spotter is positioned in a highly-visible but safe area. The rest of your personnel should stay away from the unloading site until your machinery has finished unloading since all attention should be on removing the equipment from the transport truck.
5. Wrap It Up
Do a final ground inspection of all equipment, the transport vehicle, anchor points, and tools before sending everyone on their way. Document the conclusion of the transport — and pat yourself on the back for successfully completing the safe and legal transport of heavy cargo.
Transporting construction equipment is no easy undertaking. We hope this resource has provided insight into its proper techniques and protocol for your heavy load securement and transportation operations.
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