1. Lockout/Tagout 29CFR 19010.147 zPublished September 1, 1989. zScope: Covers servicing and maintenance of machines and equipment or release of stored energy which could cause injury to employees.

2. Does Not Cover zConstruction, Agriculture, and Maritime Employment. zElectric Utilities. zElectrical Exposures covered by Subpart S, Electrical. zOil and Gas Well Servicing and Drilling.

3. Applies during Servicing and/or Maintenance zDoes not apply to normal production operations. zOnly if an employee has to remove a guard or bypass a safety guard-Or place any part of their body in danger.

4. Also does not apply to: z Work on cord or plug connected equipment which is unplugged and under control of the employee. z Gas, steam, water or petroleum hot tap operations under specified circumstances.

5. The Standard’s Purpose zRequires employers to establish a program and use procedures for affixing appropriate lockout devices or tagout devices, and- zTo disable machines or equipment to prevent unexpected energization, start- up, or release of stored energy to prevent injury to employees.

6. Definitions zEnergized-connected to an energy source or containing residual or stored energy. zEnergy source-any source of energy. zLockout-placement of a lockout device on an energy isolating device. zLockout Device-device which uses a positive means, such as a lock, to hold an energy isolating device in safe position.

7. Definitions, continued zServicing and/or Maintenance- workplace activities such as adjusting, cleaning, constructing, inspecting, installing, lubricating, maintaining and/or servicing of machines or equipment, modifying, setting up and tool changing. zTagout-placement of a tag to warn that the equipment may not be operated.

8. General Requirements zEnergy Control Program-A program including an energy control procedure and employee training is required.

9. Lockout/Tagout zA tagout system shall be used only if the isolating device cannot be locked out. zIf the isolating device can be locked out, a lockout shall be used, unless the employer can demonstrate that a tagout system provides full employee protection. zWhen machinery is replaced or undergoes major repair it shall be designed to accept a lockout device.

10. Full Employee Protection zIf a tagout device is used on equipment capable of being locked out: yThe tag shall be placed in the same location the lock would have been placed. yThe employer must demonstrate equivalent safety. yTo demonstrate-the employer must show full compliance with all provisions and remove circuit elements or block control switches or remove a valve handle, etc.

11. Energy Control Procedure zProcedures shall be developed, documented, and utilized. zException- Employers need not document if all of the following exist: l The machine has no potential to release or store energy. l The machine has a single energy source, readily identified and isolated.

12. Exceptions, continued l Isolation and lockout completely deenergize and deactivate the machine. l The machine is isolated from that energy source and locked out during servicing or maintenance. l A single lockout device will achieve lockout. l The lockout device is under control of the employee servicing or maintaining the machine.

13. Exceptions, continued l The servicing or maintenance does not create hazards for others. l The employer has had no accidents from the release of energy while servicing or maintaining equipment.

14. Written Procedures z Shall specify the scope, purpose, authorization, rules, and techniques for controlling hazardous energy, and the means of enforcing compliance.

15. Written Procedures, cont. z Should include: yIntended use of the procedure. ySteps for shutting down, isolating, blocking and securing equipment. yUse of tags and locks. yTesting requirements verify effectiveness.

16. Protective Materials and Hardware zLocks, tags, chains, wedges, key blocks, adapter pins, self-locking fasteners, or other hardware shall be provided by the employer. zLockout devices shall be singularly identified, be the only devices used for controlling energy, not used for other purposes, and shall be:

17. Lockout devices shall be: z Durable-able to withstand the environment, not become illegible, and not deteriorate in corrosive environments. z Color, size, shape and print be standardized.

18. Lockout devices shall be: z Substantial-removal shall necessitate force or unusual techniques and it should prevent inadvertent removal. z Identifiable-indicate the identity of the employee applying the device.

19. Tagout Devices zShall warn of hazardous conditions by legends such as: yDO NOT START yDO NOT OPEN yDO NOT CLOSE yDO NOT ENERGIZE yDO NOT OPERATE

20. Periodic Inspections zAt least an annual inspection of the company’s LOTO procedure: yPerformed by an authorized employee other than the employee using the procedure. yCorrect deviations or discrepancies. yReview the procedure by effected employees. yInspection must be documented-who did it, when, and what machinery was inspected.

21. Training and Communication zEmployees must understand purpose and function of the program. zHave knowledge and skills to implement it. zInclude-recognition of energy sources, purpose and use, procedures/prohibitions

22. Training, continued zIf tagout systems are used employees must be trained on limitations: yWarning rather than restraining devices. yMust not be by-passed, ignored or defeated. yMust be legible and understandable. ySecurely attached and able to withstand environments. yMay create a false sense of security and is only a part of the overall program.

23. Re-training zEmployees must be re-trained when: yThere is a change in assignments, machines, equipment, or process that creates a new hazard. yPeriodic inspection reveals a need for re- training. yNew or revised control methods are introduced- and, of course, training must be documented.

24. Procedures shall include: z Preparation for shutdown. z Machine or equipment shutdown. z Machine or equipment isolation.

25. Procedures: LOTO device application- zShall be affixed by an authorized employee. zShall hold the energy isolating device in a safe or off position. zTagout devices shall be affixed to prohibit moving the energy isolating device from its safe or off position, located where a lock would be attached, and if it can’t be attached-should be in an obvious place.

26. Stored Energy zAfter applying LOTO devices, all potentially hazardous, stored or residual energy shall be rendered safe. zRe-accumulation of energy shall be continually verified. zIsolation/de-energization shall be verified prior to starting work……..How can this be accomplished??

27. Release from LOTO zBefore removing LOTO devices and re- storing energy: yInspect area, ensure non-essential items are removed and equipment is operationally intact. yEmployees are notified and clear. yRemove LOTO devices-shall be removed by the person who put it on. Exception!

28. Additional Requirements zOutside contractors: Shall inform each other of procedures. Employer must ensure they are complying with procedures. zGroup LOTO: yResponsibility to an authorized person. yAP to ascertain exposure status of workers. yAP ensures that all workers affix a personal lock to group lock-out device.

29. Shift Change zMust have written procedures to ensure continuity of lockout protection. zIncludes orderly transition from employees coming on shift and those going off shift.