1. Energy Control (Lockout/Tagout)

2. OBJECTIVES: Upon completion of this topic you will be able to:
Describe general procedures for ISU Hazardous Energy Control – Lock-out/tag-out Program.
Identify the various hardware for lockout/tagout procedures.
Identify training requirements for lockout/tagout.
Define activity responsibilities for the Hazardous Energy Control Program.

3. ENERGY CONTROL PROGRAM
CONTROL OF HAZARDOUS ENERGY DURING SERVICING AND MAINTENANCE OF MACHINERY AND EQUIPMENT

4. ENERGY CONTROL PROGRAM
REQUIREMENTS APPLY WHEN THE UNEXPECTED ENERGIZATION COULD CAUSE INJURY TO PERSONNEL AND/OR PROPERTY

5. EXEMPTED FROM REQUIREMENTS
EQUIPMENT UNDER EXCLUSIVE CONTROL OF ELECTRICAL UTILIZATION INSTALLATIONS FOR THE PURPOSE OF POWER GENERATION, TRANSMISSION AND DISTRIBUTION

6. EXEMPTED FROM REQUIREMENTS
Work on cord and plug connected electrical equipment

7. ISUStandard Procedure LOTO
(1) Review the type and magnitude of the energy that the machine or equipment utilizes. Determine related hazards. If the equipment has more than one energy source or stored energy, a copy of the specific written lockout/tagout procedure can be obtained from your supervisor or found in Appendix D. Note: the review may also include discussions with the equipment operator.
(2) Notify affected employees that the equipment or machine will be locked or tagged out and the reason for the lockout or tagout.
Determine if you can use the standard procedure or if an equipment specific procedure is needed. (this does not include those do not make personal contact with the equipment, but are present to support the effort).
It is important to inform those that operate the equipment or otherwise are affected or in proximity to the equipment.

8. ISU Standard Procedure - Continued
(3) If the equipment or machine is currently operating, shut it down by utilizing standard shut down procedures.
(4) Identify the energy isolating device to isolate the equipment from its energy source.
(5) Each authorized employee performing contact work on the equipment should verify that the equipment has been shut down
The lock/tag must include the employee's name, department and phone number. No employee shall begin contact work on the equipment without installing their personal lock nor should any employee place a lock for another employee. No lock should be used without a tag and any mechanism that can be locked must be locked (a tag and tie is not acceptable, except in a locked utility space that the locked access door indicates authorized access only, and key control is limited to authorized employees). Lathe equipment or machines which cannot accept a lock, a specific tagout procedure should be followed (see Appendix D).

9. ISU Standard Procedure - Continued
(6) Each authorized employee who will perform contact work on the job, shall place their lock on the energy isolating device. Each authorized employee performing contact work on the equipment shall confirm that under normal operating conditions the equipment will not start or release stored energy.
(7) All electrical and other power connections shall be treated as energized and employees shall wear appropriate PPE until they are tested. Once this is completed, repair work, service or maintenance can commence.
Each authorized employee who will perform contact work on the job, shall place their lock on the energy isolating device.
Each authorized employee performing contact work on the equipment shall confirm that under normal operating conditions the equipment will not start or release stored energy.
All energy (electrical other power) connections shall be treated as energized and employees shall wear appropriate PPE until they are tested. Once this is completed, repair work, service or maintenance can start.

10. Procedures Involving More than One Person:
If during the proceeding procedure, more than one person is required to lockout the equipment, each person shall place their own assigned lockout device on the energy isolating device.
If the equipment cannot accept multiple locks, a hasp must be used. An alternative measure would be to use one lock and a lockout box.
A single lock is placed on the machine and the key is placed in a lockout box or cabinet with multiple locks

11. GENERAL PROCEDURES
LOCKOUT/TAGOUT AFFIXED TO EACH ENERGY ISOLATING DEVICE
AUTHORIZED EMPLOYEE SHALL HAVE KNOWLEDGE OF THE TYPE AND MAGNITUDE OF ENERGY INVOLVED

12. Lock-out/Tag-out Completion.
Once the contact work on the locked-out energy source is completed, the tag remains on the equipment while the authorized user is verifying operations and the service, inspection or maintenance task is complete.
If the work is complete the locks and tags are removed.

13. GENERAL PROCEDURES (cont.)
TAGS ONLY REMOVED BY AUTHORIZED EMPLOYEE, NEVER BYPASS OR IGNORE

14. GENERAL PROCEDURES (cont.)
SHOULD INCLUDE WORDS LIKE “DO NOT OPEN”, “DO NOT CLOSE”, “DO NOT ENERGIZE”, OR “DO NOT OPERATE”

15. TAGOUT DEVICES ATTACHMENT NON-REUSABLE, NON-RELEASABLE, WITH A MINIMUM UNLOCKING STRENGTH OF NO LESS THAN 50 POUNDS

16. Tag
LOCKOUT/TAGOUT IDENTIFY EMPLOYEE, SHOP OR CODE, TELEPHONE NUMBER, SUPERVISOR, DATE APPLIED, MACHINE EQUIPMENT OR SYSTEM DEENERGIZED

17. HARDWARE LOCKOUT/TAGOUT DEVICES SINGULARLY IDENTIFIED
CAPABLE OF WITHSTANDING THE ENVIRONMENT
STANDARDIZED WITHIN THE ACTIVITY- COLOR, SIZE, SHAPE
LOCKOUT DEVICES SUBSTANTIAL ENOUGH TO PREVENT REMOVAL
NO TWO LOCKS SHALL BE KEYED THE SAME, NO MORE THAN -- TWO KEYS FOR A LOCK

18. OTHER ISOLATING MEASURES
REMOVAL OF FUSE OR CIRCUIT BREAKER
BLOCKING OF A CONTROLLING DEVICE
REMOVAL OF A VALVE HANDLE

19. TRAINING ACTIVITY SHALL PROVIDE TRAINING
TRAINING MUST BE SPECIFIC TO THE ACTIVITY
LIMITATIONS OF TAGOUT SHOULD BE STRESSED; THAT THEY ARE ESSENTIALLY WARNING DEVICES AND DO NOT PROVIDE PHYSICAL RESTRAINT

20. RESPONSIBILITIES
DEVELOP AND IMPLEMENT WRITTEN PLANS AND PROCEDURES (ISU )
Authorized Employees Use Standard Procedures or Equipment Specific Procedures
INITIATE ACTIONS TO IDENTIFY AND RESOLVE DEFICIENCIES IN THE LOCKOUT/TAGOUT BUDGET AND ALLOCATION OF RESOURCES

21. RESPONSIBILITIES ENSURE PROCEDURES ARE REVISED AND UPDATED
ENSURE A CURRENT ROSTER OF TRAINED AND QUALIFIED EMPLOYEES IS MAINTAINED

22. PERIODIC REVIEW
ACTIVITY SHALL CONDUCT PERIODIC REVIEW AT LEAST ANNUALLY
WHEN ACCIDENT OR INCIDENT OCCURS

24. REVIEW AND SUMMARY