1. DUCK RIVER EMC Lockout/Tagout Procedures
For Overhead and Underground Line Work
(De-energizing Lines and Equipment for Employee Protection)

2. PURPOSE To Control Hazardous Energy
Established by the DREMC LOTO/Training Committee to provide a means for consistent and safe operation of the DREMC electric distribution system
Compliance with NESC, OSHA 29 CFR and the APPA Safety Manual

3. QUALIFIED PERSON
DREMC employee (Or other authorized personnel) with the authority to operate system devices for the purpose of line construction, maintenance and repair
Is listed with the system dispatcher for purposes of requesting caution or hold orders as well as other communications
Is certified as having completed DREMC Lockout/Tagout training

4. Two Ways to work Lines and Equipment
Energized (which includes “work as hot”)
CAUTION ORDER
De-energized (visible open) and Grounded
HOLD ORDER
All de-energized conductors and equipment shall be Treated as energized until isolated, tested, and grounded!!

5. HOLD ORDER
The means used to ensure and document that a device or piece of equipment has been opened, checked open and grounded for the purpose of working on that specific piece of equipment or section of line
Hold orders are used for the purpose of working on lines or equipment de-energized
“de-energized” shall mean that the circuit, device or line is disconnected from all known sources of electrical supply by open switches, jumpers, taps, and similar isolating equipment (visible open point(s))

6. ENACTING A HOLD ORDER
Qualified person shall notify system dispatcher of intent; Dispatcher shall issue a unique Hold Order number for the request
Qualified person shall fill out the Hold Order Tag and, when required, position the Hold Order Tag(s) and Bungee Sign

7. POSITIONING HOLD ORDER TAG
The Hold Order Tag shall be filled out in its entirety by the Qualified Person requesting the Hold Order and placed on the ORANGE Bungee Sign to be attached to pole or protective device
Proper tagging requires that all disconnecting devices that could energize the equipment or line section being worked upon shall be tagged
If utilizing SCADA in the Hold Order process, an additional tag shall be an electronic marking placed in SCADA at the point(s) of control as per SCADA Operational procedure

8. HOLD Order Tag

9. Bungee Sign

10. RELEASING OF HOLD ORDER
A Hold Order can only be released by the Qualified Person in charge of the Hold Order. The Qualified Person in charge shall contact the system dispatcher for release of the Hold Order, and then remove the Hold Order Tag
Should circumstances arise that make it difficult or impossible for a Hold Order to be released by the Qualified Person assigned to it, permission must be obtained from the next level of management before the Hold Order can be released

11. NOTES:
If there is more than one crew working independently on the same line segment or device, each crew shall obtain a separate Hold Order
If multiple crews are working under a single supervisor or crew leader, only one Hold Order is required

12. NOTES (cont.)
All means of disconnection shall be tagged or be under the sole control of the qualified person in charge of the Hold Order
OSHA (m)(iii) If only one crew will be working on the lines or equipment and if the means of disconnection is accessible and visible to and under the sole control of the employee in charge of the clearance (meaning the employee who is disconnecting the line or equipment), positioning of Tags are not required

14. NOTES (cont.)
Concerning distribution transformers and secondary, OSHA (m)(iii) states that if only one crew will be working on the lines or equipment and if the means of disconnection is accessible and visible to and under the sole control of the employee in charge of the clearance (meaning the employee who is disconnecting the line or equipment), Hold Orders and Hold Order Tags are not required
This allows for secondary work on transformers, services, etc. without a Hold Order or a Hold Order Tag 
OSHA (m)(xiii) states that no action may be initiated to reenergize the lines or equipment until after all employees are clear of lines and equipment

15. CAUTION ORDER
The means used to ensure and document that a device or piece of equipment that has its operations restricted is visibly tagged to prevent unintentional operations
Work on lines or equipment under a caution order is considered energized work

16. ENACTING A CAUTION ORDER
Qualified Person shall notify system dispatcher of Caution Order intent. System dispatcher shall issue a unique Caution Order number for the request
Qualified person shall then fill out Caution Order Tag and, when required, position the Caution Order Tag(s)

17. Positioning a Caution Order
The Caution Order Tag shall be filled out in its entirety by the Qualified Person requesting the Caution Order.
Caution Orders used on structures which could re-energize a section of line or piece of equipment within a caution zone and have their automatic reclosing function disabled shall be tagged with a fluorescent ORANGE Bungee Sign at the device location to prevent switching or reclosing by other personnel, unless the Caution Order is obtained by SCADA
Caution Orders used on structures with switching capabilities which may be temporarily placed in a position other than normal shall be tagged with a fluorescent GREEN Bungee Sign at the structure location to prevent switching by other personnel

18. If a Caution Order is secured through SCADA, the tag shall be an electronic marking placed in SCADA at the point(s) of control as per SCADA operational procedure.

19. Bungee Sign
Non–Reclose
Abnormal Position

20. CAUTION Order Tag

21. RELEASING OF CAUTION ORDER
A Caution Order can only be released by the Qualified Person in charge of the Caution Order. The Qualified Person in charge of the Caution Order shall contact the system dispatcher for release of the Caution Order, and then remove the Caution Order Tag and Bungee Sign
Should circumstances arise that make it difficult or impossible for a Caution Order to be released by the Qualified Person assigned to it, permission must be obtained from the next level of management before the Caution Order can be released

22. NOTES:
If there is more than one crew working independently on the same line segment or device, each crew shall obtain a separate Caution Order
If multiple crews are working under a single supervisor or crew leader, only on Caution Order is required
A protective device or piece of equipment under the sole control of the qualified person in charge of the Caution Order does not require a Caution Order Tag
Caution Order Tags placed by SCADA shall be removed according to SCADA operational procedure

26. Standing Hold Orders:
Structures with capabilities to energized a section of line that are “normally open” will be tagged with a permanent marking to indicate that no operation of the device or equipment shall be initiated without permission of the Area Manager, District Manager or District Supervisor and coordination through dispatch.

27. Substations Breakers and Reclosers

28. Schweitzer Controls

29. Message Screen
Ensure that you read the scrolling messages on the SEL display screen, there may be multiple messages.
Hint: Watch for amps to amps display to ensure you have seen all messages.

30. Message Screen

31. Terminology
Enabled: To make effective; to able; to make possible. Light ON.
Disabled: To make ineffective; to make incapable. Light OFF.

32. 351 A Foundry Hill, Culleoka, Unionville, KSPhillips, Man161, Salem
351 A has pistol grip trip/close handle and toggle switch for Non-reclosing (43A)
Green light to indicate trip/open and red light to indicate closed
Also, toggle switch to enable/disable remote capabilities.
Foundry Hill, Culleoka, Unionville, KSPhillips, Man161, Salem

33. Disable Reclose 351 A Control
To put the breaker in “Non-Reclosing” mode, ‘Reclose Disabled’:
Locate the 43A Toggle Switch
Position the Toggle Switch to “Reclose Disabled” position
Position Tag and Bungee Sign on Breaker Door
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
To put the breaker back into its normal state, ‘Reclose Enabled’:
Position the Toggle Switch to “Reclose Enabled ” position
Remove Tag and Bungee Sign

34. Disable Reclose 351 A Control

35. Disable Reclose 351 A Control
NOTE: Reclose Disabled as well as SCADA Remote Disabled prevent SCADA control with the exception of the “Trip” function.

36. 351 A Trip/Close To “Trip or Open” the 351 A Breaker
turn the pistol grip control toward “Trip”
verify that there is a GREEN flag indicator above the pistol grip and the GREEN light is illuminated
Position Tag and Bungee sign on the Breaker Door
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
To Close breaker
Turn the pistol grip control toward “Close”
Verify the there is a RED flag indicator above the pistol grip and the RED light is illuminated
Remove the Tag and Bungee Sign

38. 351R 351 R 20-1141 Williamsport Substation NOVA toward Santa Fe
Hot Line Tag has been removed
One step process for disabling reclose function
Ability to disable remote capabilities (except trip function)
Williamsport Substation NOVA toward Santa Fe

39. Disable Reclose 351 R Control
To put the breaker in “Non-Reclosing” mode, ‘Reclose Disabled’:
Locate the “Reclose Enabled” button
Depress the button to extinguish the light
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
Position Tag and Bungee Sign on Breaker Door
To put the breaker back into its normal state, ‘Reclose Enabled’:
Depress the button to illuminate the indicator light
Remove Tag and Bungee Sign from Breaker Door.

40. 351 R Trip/Close To “Trip or Open” the 351 R Breaker
Locate the “Recloser Open” button
Depress the “Trip” button to illuminate the GREEN indicator light that the breaker is OPEN
Position Tag and Bungee sign on the Breaker Door
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
To Close breaker
Locate the “Reclose Enabled” button
Verify the ‘Reclose Enabled’ light is on or depress the button to illuminate the indicator light
Locate the “Recloser Closed” button
Depress the “Close” button to illuminate the RED indicator light that the breaker is CLOSED
Remove the Tag and Bungee Sign

41. 351S
Push button trip/close
Hot Line Tag has been removed
One step process to disable reclosing
Ability to disable remote capabilities
Lynchburg, Rally Hill, Red Hill, Decherd, Estill Springs, CJJIP, Wartrace, Boynton Valley, Spring Hill, Mt. Pleasant, Chapel Hill, Hillsboro, Cornersville, and the new Broadview Substation

42. Disable Reclose 351 S Control
To put the breaker in “Non-Reclosing” mode, ‘Reclose Disabled’:
Locate the “Reclose Enabled” button
Depress the button to extinguish the light
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
Position Tag and Bungee Sign on Breaker Door
To put the breaker back into its normal state, ‘Reclose Enabled’:
Depress the button to illuminate the indicator light
Remove Tag and Bungee Sign from Breaker Door.

43. 351 S Trip/Close To “Trip or Open” the 351 S Breaker
Locate the GREEN circular “Trip” button
Depress the GREEN “Trip” button to illuminate the GREEN indicator light that the breaker is OPEN
Position Tag and Bungee sign on the Breaker Door
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
To Close breaker
Locate the “Reclose Enabled” button
Verify the ‘Reclose Enabled’ light is on or depress the button to illuminate the indicator light
Locate the RED circular “CLOSE” button
Depress the RED “Close” button to illuminate the RED indicator light that the breaker is CLOSED
Remove the Tag and Bungee Sign

44. 651 R

45. Disable Reclose 651 R Control
To put the breaker in “Non-Reclosing” mode, ‘Reclose Disabled’:
Locate the “Reclose Enabled” button
Depress the button to extinguish the light
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
Position Tag and Bungee Sign on Breaker Door
To put the breaker back into its normal state, ‘Reclose Enabled’:
Depress the button to illuminate the indicator light
Remove Tag and Bungee Sign from Breaker Door.

46. 651 R Trip/Close To “Trip or Open” the 651 R Breaker
Locate the “Recloser Open” button
Depress the “Trip” button to illuminate the GREEN indicator light that the breaker is OPEN
Position Tag and Bungee sign on the Breaker Door
NOTE: Ability to disable SCADA control is available with the exception of the “Trip” function
To Close breaker
Locate the “Reclose Enabled” button
Verify the ‘Reclose Enabled’ light is on or depress the button to illuminate the indicator light
Locate the “Recloser Closed” button
Depress the “Close” button to illuminate the RED indicator light that the breaker is CLOSED
Remove the Tag and Bungee Sign

47. Members of DREMC LOTO/Training Committee are:
A copy of this ppt. training program will be available on DREMC intranet site
Members of DREMC LOTO/Training Committee are:
Patrick Hannah – Chairman (Decherd)
Dewayne Colbaugh (Columbia)
Timmy Terry (Lewisburg)
Timmy Orrell (Chapel Hill)
David Young (District Services)
Ed Cashion (Engineering)
Doug Simpson (Operations)
Jeff Hockaday (Shelbyville)
Lee Pettes (Decherd/Sewanee)
Troy Crowell (Lewisburg)
Steven Hopkins (Member Services)
Patrick Jordan (Operations)