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Environmental Health, Safety, and Risk Management

Forklift Operation

All employees who operate forklifts must have a valid forklift certification, and be authorized to drive on state business. Certification can be accomplished by completing each of the following requirements:

Formal Instruction:

Delivered through CSU Learn as a series of training modules. Contact the main EHS office at 559.278.7422 for assistance with this process.

Hands-On training:

Demonstrations and hands on instruction may be provided by a competent person, this is offered by the EHS/RM office and reviews the following:

  1. Operator controls for the specific type of forklift being operated at the normal work site.
  2. Daily or more frequent operators pre-operational checklist.
  3. Operators manual review.
  4. Safe load handling and site specific requirements.


Skills evaluation of the operator's ability to operate the forklift safely with equipment at the work site and subsequent certification if found to be a capable operator.

Refresher Training:

  1. The operator has been observed to operate the vehicle in an unsafe manner;
  2. The operator has been involved in an accident or near-miss incident;
  3. The operator has received an evaluation that reveals that the operator is not operating the truck safely;
  4. The operator is assigned to drive a different classification of truck;
  5. A condition in the workplace changes in a manner that could affect safe operation of the truck.

An evaluation of each forklift driver's performance shall be conducted at least once every three years.

If you have any questions, please contact Al Champion at 559.278.5534.

Related Links

Cal-OSHA requirements

Driving on University Business


Forklift Operational Skills Checkout

Forklift Preoperational Inspection