Trindel Insurance Fund Lock Out Tag Out (LOTO) Procedure Training Presented by: Gene Herndon, Trindel Insurance Fund Safety Officer www.trindel.org tifsfty@trindel.org 530894-2027

Why is Lock Out/Tag Out Procedure Important? Prevents the unexpected machine start-up or release of stored energy. Use of lock/block out devices or tags… Protects from employees injury & death.

Some Definitions Affected employee Person operating working in area where work is performed under lockout tagout. Authorized employee Employee who locks out or tags out machine to perform maintenance, cleaning or adjustment. Locked out Devices, methods, or procedures that isolate prime movers and/or any hazardous energy sources

More Definitions Prime mover Tag out Block Blind Source of mechanical power for a machine Tag out Card or tag used to identify a hazard Block Device to prevent inadvertent falling, movement or rotation. Blind Metal disc placed in pipe to insure no flow of gas, steam or liquid

Hazardous Energy Sources Electrical Mechanical (i.e. motors, drive belts) Chemical (i.e. natural gas, propane) Thermal Pneumatic Hydraulic

Equipment Survey Locate and identify sources of energy Identify energy type and magnitude Done through visual inspections, drawings and equipment manuals

Equipment Specific Lock Out/Tag Out Equipment Specific Lock Out/Tag Out procedures for each machine must be completed by the supervisor and/or the authorized employee. All equipment specific procedures must be easily accessible or posted directly on the equipment.

Lock Out/Tag Out Program Equipment Specific Procedures Procedures must be updated when: New equipment is installed; or New energy sources are added to a facility or individual equipment; or Magnitude of an energy source changes; or Designated isolation points change.

Lock Out/Tag Out Program Equipment Lock and key. Chains, or other hardware, Used with the lock to isolate the energy source.

Lock Out/Tag Out Program Equipment One key will be issued to the authorized employee applying the lock. Additional keys will only be used to remove locks in the event the abandoned lock procedure must be implemented.

Lock Out/Tag Out Program Equipment Locks & Devices used only for controlling energy Must NOT be used for any other purposes.

Lock Out/Tag Out Program Equipment Lock Out devices must be durable Tag Out devices must be constructed & printed so they do not deteriorate or become illegible; Lock Out/Tag Out devices must be standardized by color, shape or size; Lock Out/Tag Out devices must be substantial enough to prevent early or accidental removal.

Lock Out/Tag Out Program Equipment Tag Out devices must include a wording such as: DO NOT START, DO NOT OPEN, DO NOT CLOSE, DO NOT ENERGIZE, DO NOT OPERATE, etc. Tag Out devices must have standardized print and format.

Lock Out/Tag Out Program Equipment An approved warning tag will accompany all lockouts. The warning tag will be attached directly to the lockout device by a nylon tie.

Required Tag Out Device Information Name of authorized employee who locked out equipment; Authorized employee’s radio or phone number, including contractors; Date and time of lockout; and Brief description of work being performed.

Lock Out/Tag Out Program Application of Devices Use valve covers, plug locks, etc. if the lock can’t be placed directly on the energy control. When Lock Out is used, every employee in the work crew must attach their personal lock.

Lock Out/Tag Out Program Procedures Preparation for shutdown Shutting down the equipment Equipment isolation Application of Lock Out/Tag Out devices Release of stored energy Verifying equipment isolation Restart machine

Lock Out/Tag Out Program Prep For Shutdown Know the types and amounts of energy that power specific equipment. Know and understand all energy flow through the machine. Know how the energy can be controlled. When in doubt ask!

Lock Out/Tag Out Program Shutting Down Equipment Notify ALL affected employees that Lock Out Tag/Out is being used and why. Shut the equipment down using operating controls. Follow proper procedure for the equipment to avoid endangering anyone during the shutdown.

Lock Out/Tag Out Program Energy Isolation Lock Out & Tag Out energy isolating sources with assigned locks and tags. Usually requires locking out electrical disconnect. Be sure to isolate ALL energy sources (secondary as well as primary).

Verifying Equipment Isolation Make certain all dangerous areas are clear of personnel. Verify that the equipment cannot be turned to the “on” position. Press all “start” buttons and activating controls on the equipment. Return all controls to the “off” position after certain that Lock Out is effective.

Lock Out/Tag Out Program Release of Stored Energy Inspect the system to make sure all parts have stopped moving. Disperse stored energy (springs, hydraulic systems, air, gas, water pressure, or steam). If stored energy can build up again, monitor it to make certain it stays below hazardous levels.

Removing Lock Out/Tag Out Devices/Restoring Equipment Make certain everyone is clear of the equipment. Notify affected employees of restart Verify that all tools have been removed and all guards reinstalled. Remove Lock Out/Tag Out devices. Each device must be removed by the person who put it on. Energize equipment.

Lock Out/Tag Out Program Troubleshooting Remove all tools & personnel from the area. Notify affected employees of impending re-energization. Authorized employees remove the Lock Out device but MUST leave tag in place. Energize equipment. When finished, de-energize & reapply Lock Out device.

Lock Out/Tag Out Program Abandoned Lock Procedure Verify authorized employee has left the worksite & notify them that their lock is being removed. Lock Out/Tag Out devices may ONLY be removed if supervisor is present & authorizes removal. After all communication attempts are complete & the equipment has been inspected, energy can be restored. Extra keys are controlled by the Lock Shop at Main Campus and by the Building Maintenance Superintendent at Firelands. If the supervisor can’t be reached, contact the Director of Maintenance & Trades or the Mechanical Trades Coordinator at Main Campus. Abandoned Lock Procedure Form filed in the Lock Shop at Main Campus and by the Building Maintenance Superintendent at Firelands.

Exceptions Work on cord & plug equipment IF it is unplugged, the plug remains within arms reach during servicing and authorized employee has exclusive control of the plug. If guards aren’t removed or bypassed & are effective in preventing worker exposure to hazards created by the unexpected energization or start up of machines or equipment, or the release of energy.

Lock Out/Tag Out Program Supervisor’s Responsibilities Complete equipment specific Lock Out/Tag Out procedures; Conduct annual & periodic inspections; Keep a list of authorized employees; Issue Lock Out/Tag Out devices to employees; Ensure all affected employees are properly trained on Lock Out/Tag Out procedures; Enforce compliance with Lock Out/Tag Out program; and Provide employees with copies of the Lock Out/Tag Out Program upon request.

Authorized Employee Responsibilities Attend Lock Out/Tag Out Training; Follow all Lock Out/Tag Out procedures; Assist supervisor’s in completing equipment specific Lock Out/Tag Out procedures; Notify all affected employees of Lock Out/Tag Out activities. When in doubt, Ask your supervisor! Authorized employee: An employee who performs servicing or maintenance on machines and/or equipment. Affected employee: An employee who performs the duties of his/her job in an area in which the LOTO procedure is implemented & servicing or maintenance activities are performed.

Lock Out/Tag Out Program Training Supervisors All Authorized Employees All Affected Employees employees: why lockout tagout systems are used; how to recognize lockout tagout devices; the importance of not disturbing lockout tagout devices and; who to call for information on lockout tagout.

Lock Out/Tag Out Program Re-Training Change in authorized employee’s job assignments or job area that contains sources of hazardous energy; Change in machines, equipment or process that presents a new hazard; Change in energy control procedures; Need for refresher training found during periodic inspections; and/or Employer believes there are deviations from, or inadequacies in, the employee’s knowledge or use of Lock Out/Tag Out procedures.