Planning Lifts (AP) (A61 / N401)

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Level 5 NVQ Diploma in Controlling lifting Operations (Planning Lifts)

Category

Planning Lifts

CPCS/NPORS Code

CPCS A61 / NPORS N401

Qualification Level

Level 5 NVQ Diploma

Assessment Method

Remote or On-Site

Cost

£1250 + VAT

CITB Grant Claimable

£600

This NVQ is for appointed persons (lift planners) who already hold a Red CPCS A61 or NPORS N401 “Trained Operator” card and have at least six months’ experience planning and coordinating lifting operations on live construction projects.

You will be registered for the Level 5 NVQ Diploma in Controlling Lifting Operations (Construction) – Planning Lifts (610/0808/4), which contains seven mandatory units:

  1. Developing and Maintaining Good Occupational Working Relationships in the WorkplaceUnit ref Y/617/9062

  2. Planning Work Activities and Resources to Meet Project Requirements in the WorkplaceR/618/8715

  3. Planning the Preparation of the Site for the Project in the WorkplaceD/618/8829

  4. Identifying, Allocating and Planning the Deployment and Use of Plant, Equipment or Machinery in the WorkplaceT/618/8836

  5. Planning Lifting Activities Using Cranes and/or Lifting Equipment in the WorkplaceK/650/0114

  6. Planning and Establishing Safety, Health, Welfare and Environmental Systems for Lifting Operations in the WorkplaceJ/650/0045

  7. Evaluating and Confirming Work Methods to Meet Project Requirements in the WorkplaceY/618/8828

Successfully completing this Diploma lets you upgrade to the Blue “Competent Operator” (Appointed Person) card and demonstrates full occupational competence in planning and controlling lifting operations.

This Appointed Person (Lifting Operations) NVQ is entirely evidence-based and focused on proving your competence in planning, authorising and managing safe lifting operations. Instead of sitting another test, you’ll demonstrate your day-to-day role by submitting evidence such as:

• Signed lift plans and risk assessments you have produced
• Drawings and duty charts you have selected and annotated
• Photos or screen grabs showing CAD layouts, exclusion-zone marking and crane positioning
• Toolbox-talk or briefing sheets where you have explained the lift plan to the team
• Meeting minutes or emails confirming interface checks with other trades or plant
• An expert witness statement from a Project or Lifting Manager confirming they have observed you plan and authorise safe, compliant lifts

All of this can be uploaded to our secure online ePortfolio whenever it suits you.

Your assessor reviews each upload carefully, providing feedback and confirming that the evidence is authentic, complete and clearly demonstrates your ability to plan and control lifting operations in line with legislation, standards and company procedures. If needed, they may ask for additional evidence or decide to carry out a short on-site observation to verify specific elements.

Once your evidence is ready, you’ll have a one-to-one discussion with your assessor — usually over a video call — where you’ll talk through your uploads and explain how you apply regulations, guidance and best practice in your role. It’s not a test; it’s a structured, recorded discussion based on your real project experience.

After the discussion, your assessor completes a detailed Observation Report and verifies your evidence before signing off the NVQ for certification. Around a week later, you’ll receive your electronic certificate so you can upgrade your CPCS or NPORS card.

No classrooms, no written exams — just clear, verified proof of the professional work you already do.

Below are a few examples of the kinds of questions an assessor may ask during the professional-discussion for the Level 5 NVQ Diploma in Controlling Lifting Operations – Planning Lifts (Appointed Person):

Assessor: When you select a mobile crane for a complex lift, what factors do you check to confirm the configuration is suitable?

Learner: I start with the load weight, radius and height in the lift plan, then check the manufacturer’s duty charts to confirm boom length, counter-weight and outrigger spread. I also review ground-bearing capacity, wind limits, pick-and-carry requirements, travel routes and any obstructions shown on the CAD layout. If any figure is close to a chart limit, I consult the crane supplier’s technical team for written confirmation.

Assessor: What critical information must you brief to the crane supervisor and slinger team before the first lift of the day?

Learner: I cover the approved lift plan and RAMS, safe-working load of each accessory, communication method (radio channel and backup hand signals), exclusion zones, emergency procedures, wind-speed limits, and the sequence and landing points for each load. I log the briefing on a toolbox-talk sheet and make sure every team member signs.

Assessor: How does sticking to the daily lifting schedule improve productivity across the wider site?

Learner: It keeps haul routes and lay-down areas clear at the right times, prevents plant clashes, allows trades to book deliveries with confidence, and lets the crane work continuously without re-rigging. When everyone follows the schedule, lifts happen first time, other activities stay on programme and we avoid costly stand-downs.

Think of evidence as anything that shows you planning and authorising lifts safely and in line with company procedures.

Visual proof

Clear photos or short screen-captures of you:

  • marking out crane pads or exclusion zones on site

  • annotating duty charts or CAD drawings for a lift plan

  • briefing the lifting team before the first lift

  • checking wind speed or ground conditions during a lift

Site paperwork

This will include documents that carry your name or signature and prove you follow company systems—completed lift plans, RAMS, crane supplier data sheets, ground-bearing calculations, daily lifting schedules, toolbox-talk registers and near-miss or hazard cards you have raised.

Witness statement

A brief note from a project manager, lifting manager or Appointed Person confirming they have seen you prepare and authorise safe lift plans on a live site.

General safety and productivity

Anything that shows you help keep the lifting operation safe and on programme counts: coordination-meeting minutes you led, emails or radio logs where you re-sequenced lifts to avoid clashes, or records of briefings you delivered to the crane team.

The timing is largely up to you. Your assessor can only start reviewing your portfolio once you’ve uploaded your evidence, so the sooner everything is in the e-Portfolio, the sooner the process moves forward.

Some learners upload all their photos, videos and paperwork in a couple of days, schedule their discussion straight away and finish in less than one week. Others spread it out over several weeks because of shifts or site access.

In short, the pace is in your hands—submit your evidence promptly, respond to feedback quickly, and you can complete the NVQ just as fast.

Yes. Appointed Persons who have completed the Level 5 Planning Lifts NVQ only need to complete one additional unit from the Level 4 Crane Supervisor qualification to gain the Crane Supervisor endorsement — as long as they have also passed the A62 Crane Supervisor technical test.

The required unit is:

Allocating and Monitoring the Use of Plant, Equipment or Machinery

If you're completing the Level 5 Planning Lifts NVQ with us, we can deliver this additional unit alongside your main portfolio for an additional £395 + VAT.

By completing both at the same time, you’ll be able to upgrade to the Blue CPCS or NPORS card for both Appointed Person and Crane Supervisor in a single submission.

Click the “Book your NVQ” button and you’ll be taken to our short online profiling form. The form collects the details we need to register you and asks you to attach a clear photo of the front and back of your CPCS or NPORS card.

When the form arrives, one of our assessors phones you for a brief chat. The call confirms that the NVQ is a good fit—that you have the right skills, site access, machine availability and can gather the required evidence.

If the assessor is happy, we email an invoice. The profiling call is free and there is no obligation: if you decide not to go ahead, simply ignore the invoice. If you do want to proceed, pay the invoice and we will enrol you and pass your details to the assessor the same day, so you can start collecting evidence straight away.

Yes, if you are a CITB-registered employer. This NVQ is eligible for the short-qualification grant of £600 (claimable on completion by the employer).

Only the company (not the individual learner) can make the claim, and the application must be submitted to CITB within 52 weeks of the achievement date.

If you are a sole trader or limited company already on the CITB register, you can still claim; private individuals who are not levy-registered cannot.

To confirm eligibility, call the CITB Levy & Grants team on 0344 994 4455 (Mon–Fri, 08:00–18:00) or email levy.grant@citb.co.uk to confirm your registration and grant status. 

Category

Planning Lifts (Appointed Person)

CPCS/NPORS Code

CPCS A61 / NPORS N401

Qualification Level

Level 5 NVQ Diploma

Assessment Method

Remote or On-Site

Cost

£1250 + VAT

CITB Grant Claimable

£600

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