1. The Control of Hazardous Energy (Lockout-Tagout)

2. Lockout-Tagout Procedure
CSP shall establish a program consisting of:
Energy control procedures
Employee training
Periodic inspections
This procedure for the control of hazardous energy shall comply with the OSHA 29 CFR and shall clearly outline:
The scope
Purpose
Authorization
Rules
Techniques

3. Lockout -Tagout Procedure
The procedure shall ensure that before any employee performs service or maintenance on equipment, the equipment be isolated when an injury could occur do to the following:
Unexpected energizing
Unexpected startup
Release of stored energy (pneumatic, mechanical, electric, chemical)

4. Lockout -Tagout Procedure
The procedure shall also define the means to enforce compliance as follows:
A specific statement of the intended use of the procedure
Specific procedures for shutting down, isolating, blocking and securing machines or equipment to control hazardous energy
Specific procedural steps for the placement, removal and transfer of lockout devices, and tagout devices and the responsibility for them
Specific requirements for testing a machine or equipment to determine and verify the effectiveness of lockout devices, tagout devices, and other energy control measures

5. Lockout -Tagout Devices
Lockout and tagout devices shall be capable of withstanding the environment to which they are exposed
Tags shall not deteriorate when used in corrosive environments
Lockout and tagout devises shall be standardized within CSP
Lock out devices shall be substantial enough to prevent removal without the use of unusual techniques or excessive force

6. Lockout -Tagout Devices
Tagout devices, including their means of attachment, shall be substantial enough to prevent inadvertent or accidental removal.
Tagout device attachment means shall be of a non- reusable type, attachable by hand, self-locking, and non-releasable with a minimum unlocking strength of no less than 50 pounds and having the general design and basic characteristics of being at least equivalent to a one-piece, all environment-tolerant nylon cable tie.

7. Lockout - Tag Out Devices
Lockout devices and tagout devices shall indicate the identity of the employee applying the device(s)
Tagout devices shall warn against hazardous conditions if the machine or equipment is energized and shall include a legend such as the following: Do Not Start. Do Not Open. Do Not Close. Do Not Energize. Do Not Operate.

8. Lockout - Tagout devices
Authorized employee must have his/her own device
Devices must be used to control energy only
Devices could be:
Locks
Tags
Chains
Wedges
Key blocks
Adapter pins
Self-locking fasteners

9. Lockout - Tagout Devices
Cable lockouts
Circuit breaker lockouts
Group lockout boxes
Locks
Lockout centers and stations
Lockout hasps
Valve lockout devices

10. Lockout - Tagout Devices
Group Lockout:
Each authorized employee must affix a personal lockout or tag-out device
Each authorized employee must remove the device when work stops

11. Periodic Inspection
The employer shall conduct a periodic inspection of the energy control procedure at least annually to ensure that the procedure and the requirements of the standard are being followed
The periodic inspection shall be performed by an authorized employee other than the one utilizing the energy control procedure being inspected

12. Periodic Inspection
The periodic inspection shall be conducted to correct any deviations or inadequacies identified.
The employer shall certify that the periodic inspections have been performed. The certification shall identify:
The machine or equipment on which the energy control procedure was being utilized
The date of inspection
The employees included in the inspection
The person performing the inspection

13. Training and Communication
The employer shall provide training to ensure that the purpose and function of the energy control program are understood by employees and that the knowledge and skills required for the safe application, usage, and removal of the energy controls are acquired by employees.
Each authorized employee shall receive training in the recognition of applicable hazardous energy sources, the type and magnitude of the energy available in the workplace, and the methods and means necessary for energy isolation and control.
Each affected employee shall be instructed in the purpose and use of the energy control procedure

14. Definitions: Lockout Lockout: Process of preventing the flow of energy
Consists of installing a lock, block, or chain
Requires an Authorized Employee to apply/remove lock

15. Definitions: Tag Out
Tag Out: Process of placing a warning tag on the energy source
The tag acts as a warning
The tag must clearly state “Do not operate”
The tag can be used when the equipment won’t accept lock
The tag must be applied/removed by an Authorized Employee

16. Definitions: Authorized and Affected employee
Authorized employee:
A person who locks out or tags out machines before the servicing or maintenance of equipment can proceed.
Affected employee:
An employee who will do work on the equipment
An employee who works in the area
Cannot help authorized employees service machinery

17. Definitions: Energy Source
Energy sources can take several forms:
Electrical
Mechanical
Pneumatic
Hydraulic
Chemical
Thermal
Water under pressure
Gravity
Potential energy

18. Definitions
The following is a partial list of activities that require LOTO:
Constructing
Installing
Setting up
Adjusting
Inspecting
Modifying
Repairing
Cleaning equipment

19. Definitions Centrifugal Pumps Agitators Hoists Dry Air Compressors
The following is a partial list of equipment subject to Lock Out / Tag Out in CSP
Centrifugal Pumps
Agitators
Dry Air Compressors
Wet Air Compressor
Water Heater
Local Control Panel
Hoists
Rectifier
Roll up Door
Ion Exchange Columns
Metering Pumps
Filters
Any other equipment for which maintenance activities represent a risk to the maintenance operator

20. LOTO: Steps The following steps apply to the lockout/Tag Out procedure
Prepare for shutdown
Shutdown
Isolate equipment from energy source
Apply Lock Out or Tag Out device
Release of stored energy
Verify isolation

21. LOTO: Steps 1. Prepare for Shutdown
Know the type and magnitude of energy source
Know the hazards of the energy source
Know the methods or means to control it
2. Shutdown
Turn off equipment using normal controls
Use orderly shutdown

22. LOTO: Steps 3. Isolate Equipment Isolate equipment from energy sources
Secure lock to energy isolating device

23. LOTO: Steps 4. Notify affected employees Attach lockout/tagout devices
Only authorized employee can attach or remove lockout and tag-out devices
Devices must be durable
Devices must identify person who applied them

24. LOTO: Steps 5. Release Stored Energy Relieve stored energy
Verify machine isolation from energy
Relieve pressure in compressed air line
Add interference elements if applicable
6. Verify Isolation
Verify that the machine is de-energized
Verify that the machine is isolated
Verify that stored energy has been released

25. Device Removal If devices must remain in place after shift is over:
Lockout/Tag Out protection must be continuous
Lockout/Tag Out protection must have an orderly transfer between employees

26. Device Removal
The lockout or tagout device must be removed by the authorized employee who applied it.
The lock-out device may be removed under direction of employer if authorized employee unavailable.

27. Device Removal
Steps employers must take before removing a lock or tag:
Verify that authorized employee who applied lock is not at the facility
Take all reasonable efforts to contact the authorized employee

28. Device Removal
If crucial to remove, and employee cannot be reached, call the Plant Manager or the Maintenance Operator.
Inspect the work area
Ensure all employees are safe
Notify all affected employees