1. LOCKOUT/TAGOUT

2. Subpart J General Environmental Controls
The control of hazardous energy
Lockout/Tagout

3. Outline Scope, Application, Purpose Definitions Energy Control Program
Energy Control Procedure
Material and Hardware
Periodic Inspection
Training and Communication

4. Could Cause Injury To Employees
Scope
Scope
Servicing and maintenance of machines and equipment where . . .
Unexpected energization or
Start up or
Release of stored energy
Could Cause Injury To Employees

5. Scope Exceptions: Construction, agriculture, maritime
Electric utilities
Electric utilization installations (Subpart S)
Oil & gas well drilling & servicing

6. Must Provide Alternative Protection
Application
Control of Energy
Normal production operations not covered unless . . .
Remove or bypass a guard or safety device
Part of body is in point of operation
Must Provide Alternative Protection

7. Application Exceptions: Cord & plug connected electric equipment
Only energy source
Person performing work – exclusive control
Hot tap operations – transmission & distribution systems for:
Gas, steam , water or petroleum
Pressurized pipelines where continuity of service is essential
Alternative protection is still essential

8. Purpose
Requires Employers To:
Establish a program
Utilize procedures

9. Definitions Employees Affected Other Authorized
Person who uses lockout/tagout
Affected
Person who operates or uses machine where lockout/tagout is being performed or
Works in area
Other
All “other” employees

10. Definitions Energized Energy Source Connected to energy source
Contains residual or stored energy
Energy Source
Electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy

11. Energy Control Program
Energy Control Procedures
Periodic Inspections
Employee Training

12. Lockout or Tagout? If energy isolating device cannot be locked out:
If energy isolating device can be locked out:
Lockout or
Attach at same location as lockout
Provide equivalent level of safety as lockout

13. Energy Isolating devices shall be designed to accept a lockout device!
After January 2,
Whenever a replacement or major repair, renovation or modification or new machines or equipment are installed:
Energy Isolating devices shall be designed to accept a lockout device!

14. Energy Control Procedure
Develop, document and utilize
Exceptions to documentation (all must exist):
No potential for stored or residual energy after shut down
Single energy source – readily identified & isolated
Locking out will completely deenergize equipment
Equipment isolated from energy source during work
Single lockout device is needed
Lockout device under exclusive control of worker
Work does not create hazard for other employees
Employer – no accidents utilizing this exception

15. Energy Control Procedures
Purpose of procedure
Procedural steps for shutting down, isolating, blocking an securing
Procedural steps for placement, removal and transfer of lockout/tagout devices
Who’s responsible?
Requirements for verification

16. Materials and Hardware
Provided by Employer
Locks, tags, chains, wedges, key blocks, adapter pins, self-locking fasteners etc.
Not used for any other purpose
Durable
Standardized
Color shape or size
Substantial
Identifiable
Employee
Tagout – warning such as Do Not Start

17. Periodic Inspection At least annually
Ensures procedure and requirements of standard are being met
Conducted by authorized employee
Not the one utilizing energy
control procedures
Correct deviations or inadequacies
Include interview with authorized and affected

18. Periodic Inspection Certification
Identify machine or equipment utilizing lockout/tagout
Date of inspection
Employees included in inspection
Person performing inspection

19. Training
Must ensure purpose and function of program are understood by employee
Must ensure the knowledge and skills required for safe application, usage, and removal of energy controls are acquired by employee

20. Training Authorized Recognition of hazardous energy sources
Type and magnitude of energy available
Methods and means for energy isolation & control
Limitations of tags
Affected
Purpose & use of energy control procedure
Limitations of tags
Other
Knowledge of procedure
Prohibited to restart or reenergize

21. Retrain Employee Retraining Change in job assignment
Change in machines, equipment
Change in processes present a new hazard
Change in energy control procedures
Whenever periodic inspection shows deviations or inadequacies
Must reestablish employee proficiency
Certify
Retrain

22. Application of Energy Control
Preparation for shutdown
Machine or equipment shutdown
Machine or equipment isolation
Apply lockout/tagout devices
Stored energy
Verification

23. Release from Lockout/Tagout
Check machine
Notify employees (check area for employees)
Removed by person who applied device
Removal by person other than one who applied device

24. Outside Contractors
Inform each other of respective lockout/tagout procedures
On-site employer ensure employees understand and comply with restrictions and prohibitions of outside employer’s energy control program

25. Group Lockout/Tagout Every authorized employee working on equipment
One person – one lock
Each person remove only his/her lock when done working
Responsibility given to one authorized employee to coordinate

26. Shift Changes Specific procedures must be utilized
Ensure continuity of lockout/tagout
Provisions for orderly transfer of lockout/tagout devices

27. Enforcement of Procedures
Important!!!