OSHA Hands-On Evaluation Guide for Aerial Lift Rentals: What Your Customers Must Know

OSHA Hands-On Evaluation Guide for Aerial Lift Rentals: Keep Your Customers Compliant and Protected

Renting out aerial lifts? You’re not just handing over equipment—you’re handing over responsibility.

When you rent boom lifts, scissor lifts, or other MEWPs (mobile elevated work platforms), your customers must know how to use them safely. And under OSHA law, that means they can’t just sign a rental agreement and hop in the bucket—they must pass a hands-on evaluation.

As the rental provider, you’re not required to evaluate their operators—but knowing the rules helps protect your business, limit your liability, and support your customers.

This guide will help you:

• Understand OSHA’s aerial lift evaluation rules
• Know what your customers need before operating
• Provide guidance or forms to support compliance
• Protect your company with the right documentation
• Avoid the common pitfalls in rental safety

Why OSHA Requires Hands-On Evaluation

Operators must prove they can safely use aerial lifts on the job, not just pass a test or get a certification card.

A hands-on evaluation ensures they can:

• Perform inspections
• Use fall protection
• Avoid overhead hazards
• Control the lift safely
• Respond to emergencies

OSHA regulations clearly state: Training must be site- and equipment-specific.

Which OSHA Standards Apply?

Depending on the job, your rental customer may fall under:

• General Industry (1910.178) — for warehouses, facility maintenance, etc.
• Construction (1926.453) — for construction and outdoor job sites

Both require:

1. Formal instruction (classroom or online)
2. Hands-on practice
3. A performance evaluation using the actual equipment

What Is a Hands-On Evaluation?

A hands-on or “practical” evaluation is an on-site test. It confirms the operator can safely run the lift in real job conditions.

It must be done by a competent person—someone with experience, training, and the authority to evaluate performance.

The test includes:

• Equipment inspection
• Platform entry/exit
• Operating the lift at height
• Maneuvering near hazards
• Using fall protection properly
• Emergency descent procedures (if available)

What You Should Provide as a Rental Company

You are not required to train or evaluate your customers—but offering support materials protects you from risk and adds value.

You should:

• Remind customers OSHA requires a hands-on evaluation
• Offer sample checklists or documentation templates
• Recommend they evaluate operators on the exact model rented
• Include fall protection reminders and equipment specs with rentals
• Clearly state in your rental agreement that training and evaluation are the customer’s responsibility

What Evaluation Materials Should Your Customers Use?

While you don’t have to conduct the evaluation, you can provide a simple evaluation checklist that includes:

• Pre-use inspection steps
• Use of harness and lanyard
• Operating controls at height
• Avoiding overhead hazards
• Lowering platform safely
• Emergency response steps
• Pass/fail scoring section
• Evaluator name and signature

Provide a blank form they can complete on-site, and encourage them to keep it with their jobsite records.

Real-World Conditions Matter

Aerial lift evaluations must reflect where and how the lift will be used.

Examples:

• Will it be used on uneven or sloped ground?
• Will the lift be near power lines, beams, or HVAC ducts?
• Will the job be indoors with tight clearance or outdoors in wind?
• Is fall protection required for that lift type and task?

Encourage customers to evaluate at the jobsite, not in a parking lot or warehouse.

Help Customers Avoid These Common Mistakes

What to Include in Your Rental Agreement (Safety Language)

Protect your business by including clauses like:

“Customer acknowledges that all operators of aerial lifts must be trained and evaluated in accordance with OSHA regulations prior to use of this equipment. [Your Company] is not responsible for providing operator evaluations unless specifically contracted.”

Also:

• Include safety decals or reminders on the equipment
• Provide quick-start guides with hazard warnings
• Offer documentation packets with rental deliveries

FAQs for Aerial Lift Rental Companies

Are We Required to Provide Training or Evaluations?

No, unless your company offers it as a service. The responsibility lies with the employer of the operator—your customer.

Can We Offer an Evaluation Form Without Becoming Liable?

Yes. Providing a generic form or checklist for the customer to use does not make you responsible for evaluating, as long as it’s clear they are in charge of using it correctly.

What If the Customer Refuses to Train Their Operators?

That’s a red flag. If they injure someone using your equipment and can’t prove training or evaluation, it may create legal exposure, even for your company. You can refuse rental or require documentation first.

Should We Include Fall Protection Gear?

You should inform customers of the requirement to use personal fall protection on boom lifts and certain other MEWPs. Whether you provide harnesses is up to your rental policy, but fall protection must be addressed before use.

How Often Do Operators Need to Be Evaluated?

At minimum:

• Every 3 years
• When assigned a new lift type
• After any incident or unsafe behavior
• When jobsite hazards change

What If the Jobsite Changes After Rental Delivery?

Encourage customers to re-evaluate operators if conditions change—especially if they move to a new site or face different hazards.

Final Thoughts: Make Compliance Part of Your Rental Process

You don’t need to be your customer’s trainer—but you should be their safety partner.

Providing clear expectations, sample documentation, and safety reminders:

• Protects your brand
• Builds trust
• Helps prevent costly accidents
• Keeps your customers and their teams OSHA-compliant

The hands-on evaluation is not optional. Make sure your customers know the rules—before anyone steps into the basket.