FHM TRAINING TOOLS This training presentation is part of FHM’s commitment to creating and keeping safe workplaces. Be sure to check out all the training programs that are specific to your industry.

Control of Hazardous Energy (Lockout/Tagout) Disclaimer: This material is being provided as part of our organization’s on-going commitment to ensuring a safe, respectful and legally- compliant workplace. These materials have been developed in accordance with applicable federal laws and regulations and recognized best practices in force at the time the materials were created. The materials do not render any legal or professional advice; they are being provided for educational and informational purposes only. These materials should not be used as a substitute for legal or professional advice or services. ID #28

Learning Objectives At the conclusion of this presentation, you will: Provide information required for authorized employees under the OSHA lockout/tagout standard (Control of Hazardous Energy, 29 CFR ) Recognize and understand procedures necessary to control hazardous energy during equipment servicing and maintenance

Agenda Presentation Agenda: Overview Affected and Authorized Employees Energy Control Program Your Responsibilities

Section 1 Overview

The Control of Hazardous Energy Covers the servicing and maintenance of equipment where the unexpected start up of equipment, or release of stored energy, could cause injury Covers 39 million workers Standard intended to: Save 122 lives Prevent 30,000 lost-workday injuries

Covers All Hazardous Energy Sources Potential energy sources: Electrical Mechanical Hydraulic Gas Pneumatic Water Chemical Thermal

Employer Responsibilities Establish energy control program Goal is to protect employees Consists of: Documented energy control procedures Employee training program Periodic inspections of the procedures

Employee Training Training must be provided to ensure that the purpose and function of the energy control program are understood by all employees Employees who perform lockout gain the knowledge and skills required for the safe application, usage, and removal of energy control devices Other employees must recognize the energy control program

Employee Training Refresher training must be conducted for all authorized and affected employees whenever: There is a change in job assignment Change in equipment, machinery, or processes that presents a new hazard A change in the lockout/tagout procedure Problems identified during periodic program inspections

Section 2 Affected and Authorized Employees

Affected Employees Job requires employee to: Operate or use equipment on which servicing or maintenance is being performed under lockout and tagout conditions Work in an area where servicing or maintenance is performed All affected employees must be instructed in the purpose and use of the lockout/tagout system

Authorized Employees Job requires employee to lock or tag equipment in order to perform equipment service or maintenance Authorized employees must: Understand purpose of the program Recognize hazardous energy sources Types and magnitude of energy sources Understand the means of controlling energy sources Verify that energy isolation is effective

Other Employees Employees whose work operations may be in an area where lockout/tagout procedures are utilized These employees must be: Instructed about the energy control program Prohibited from starting up or reenergizing any locked-out or tagged-out equipment they encounter

Section 3 Energy Control Program

Energy Control Procedures Must be written and available Must clearly define how energy will be controlled Developed for each type of lockout Procedures can be grouped by equipment type

Energy Control Procedures Procedure includes the following elements: Statement on how to use the procedure Steps needed to shut down, isolate, block, and secure machines or equipment Safe placement, removal, and transfer of lockout devices and who has the responsibility for them Requirements to verify the effectiveness of energy control measures

Energy-Isolating Device Primary tool for providing protection Mechanism that prevents the transmission or release of energy All locks or tags are attached to this device Some equipment may lack a clear energy-isolating device

Energy-Isolating Device An energy-isolating device is considered capable of being locked out if it: Is designed with a hasp or other means of attachment to which a lock can be affixed Has a locking mechanism built into it Can be locked without dismantling, rebuilding, or replacing the energy- isolating device or permanently altering its energy control capability

Energy-Isolating Device How about energy-isolating devices that cannot be locked out? Must be lockable under the following conditions: Whenever major replacement, repair, renovation, or modification of machines or equipment is performed Whenever new machines or equipment are installed All newly purchased equipment must be lockable

Lockout or Tagout Device The lockout device holds the energy-isolating device in the safe position The tagout device identifies the energy- isolating device as a source of potential danger Both lockout and tagout devices are tools that the employer uses to help protect employees from hazardous energy

Lockout and Tagout Device Requirements The ONLY devices used for controlling hazardous energy: Durable Standardized Substantial Identifiable

Lockout and Tagout Device Requirements If lockable, employer can only use tags if protection at least as effective as locks Implement additional safety measures: Removing and isolating a circuit element Blocking a controlling switch Opening an extra disconnecting device Removing a valve handle

Using Tags Things to remember about tags: Do not provide the physical restraint of a lock Securely attached to the energy-isolating device Can only be removed by the person who applied it They are never to be bypassed, ignored, or defeated Must be legible and understandable Must be made of sturdy materials May evoke a false sense of security

Additional Procedures Procedures for temporary removal and re- energizing Outside personnel (contractors) at the worksite Group servicing of equipment or machinery Shift or personnel changes

Section 4 Your Responsibilities

Recognize the activities performed in your workplace where the control of hazardous energy is necessary to protect employees Never perform servicing or maintenance work unless the hazardous energy has been isolated Read, review, and understand the written energy control procedure that applies to equipment you service

Your Responsibilities Understand whether you are an affected or authorized employee Know where the energy-isolating devices are on the equipment you service Use the lockout and tagout devices consistently and appropriately Never remove or override a lockout or tagout device

Additional Information Sources of additional information: 29 CFR 1910 Subpart S, Electrical National Fire Protection Agency. NFPA 70E: Standard for Electrical Safety in the Workplace ® OSHA Controlling Electrical Hazards