1. Energy Control Procedures Lockout/Tagout 29 CFR 1910.147
                               
Energy Control Procedures Lockout/Tagout 29 CFR

2. Outline Types and Magnitude of Energy
Recognition of Hazardous Energy Sources
The Nature of Lockout/Tagout
Methods of Energy Isolation
Verification of Isolation
Purpose of Energy Control Procedure

3. Types and Magnitudes Electrical- Volts Pneumatic- PSI
Mechanical- (F= M x A)
Hydraulic- PSI
Chemical
Thermal- Degree
Gravitational (Potential / Kinetic F= M x A))

4. Further Recognition of Hazardous Energy Sources
Tensioned Objects, Elevated Objects- Potential Energy
Moving Objects- Kinetic Energy

5. The Nature of LOTO When do we use LOTO? Servicing and Maintenance
Normal Production Operations where:
Employees by-pass guard(s)
Employees place any part of their body in a hazardous area
Exception: Minor tool changes- if repetitive, routine, and integral for production (alternative protection must be provided)

6. Lockout vs. Tagout If capable of being locked out: Use Lockout
Tags allowed, if they can be demonstrated to provide FULL EMPLOYEE PROTECTION

7. Full Employee Protection?
Tags attached at the same location as locks
Full compliance with all tagout provisions in 29 CFR
Tags are warning devices not physical restraints
Tags are not removed, bypassed or ignored ( removed only be authorized employee)
Tags must be securely attached
Additional means when necessary (i.e. removal of a valve handle)

8. LOTO Terminology Affected employee Authorized employee Other Employee
Qualified
Authorized employee
Other Employee
Energy isolating device
Servicing and/or maintenance
Authorized Employee:
A person who locks or tags out equipment in order to perform servicing or maintenance
Affected employee:
Job requires employee to operate or use equipment on which servicing or maintenance is being performed under lockout and tagout conditions
Job requires the employee to work in an area in which such servicing or maintenance is being performed
Capable of Being Locked Out:
An energy isolating device is capable of being locked out if it has a hasp or other means of attachment to which, or through which, a lock can be affixed, or it has a locking mechanism built into it
Energy isolating device:
A mechanical device that physically prevents the transmission or release of energy:
Manually operated electrical circuit breaker
A disconnect switch
Line valve
A block
Any similar device used to block or isolate energy
Note: Push button, selector switches and other control devices are not energy isolating devices
Service/Maintenance Activities
Setting up
Adjusting
Inspecting
Modifying
Constructing
Installing

9. Servicing and Maintenance Includes:
Setting up
Adjusting
Inspecting
Modifying
Constructing
Installing
                                                                  

10. Lockout/Tagout Requirements
Written program which includes specific written procedures
Training of employees (not just maintenance!)
Periodic review of procedures (employees)

11. Energy Control Procedure
Notification of employees
Preparation for shutdown
Machine or equipment shutdown
Machine or equipment isolation
Lockout/tagout device application
Release stored energy
Verification of isolation
Service
Release from lockout/tagout

12. Hazard Assessment Assessment
(Service Maintenance Analysis Documentation)
Form review and completion

15. Exceptions for a written procedure:
For documentation exception you must meet all of the following:
Machine has no potential for stored energy
Machine has a single energy source
Isolation of that source will completely de-energize
Machine is isolated and locked out during maintenance

16. Documentation Exceptions (cont.)
A single lockout device will achieve locked-out condition
Lockout device under exclusive control of employee
Maintenance does not create hazard to others
No previous accidents involving unexpected energization on this equipment

17. Lock/Tag Removal if Authorized Employee is not Available?
Verify that authorized employee is not at facility
Make reasonable efforts to inform him or her
Ensure that he/she knows of removal upon re-entering

18. Hardware must be: Provided by the employer Singularly identified
Only devices used for control
Not used for other purposes

19. Hardware must be (cont.):
Durable – be able to withstand environment
Standardized – color, size, etc.
Tags : print and format
Substantial – no accidental removal
Tag attachment means:
Withstand at least 50 pounds of force
Not re-usable
Self locking
Attachable by hand

20. Hardware must be (cont.):
Identifiable – Identify the employee who applied
Legend -DO NOT OPERATE / DO NOT THROW SWITCH

21. Periodic Inspection Performed at least annually
Lockout – include review with authorized employees
Tagout – include review with authorized and affected employees
Certification record kept:
Identify machine or equipment
Date of inspection
Employees performing and included in inspection
                                                 

22. Training and Re-training
Authorized employees
Recognition of hazardous energy
Type and magnitude of hazardous energy
Methods of isolating energy
How to verify isolation
Affected – Purpose and use of procedure
Other – Procedure and Prohibition from tampering
Tagout provisions

23. Re-Training is Required When:
Change in job assignment
Change in machine or process
Change in lockout/tagout procedure
Inadequacies revealed in periodic review

24. Other Requirements Contractors? Personnel or shift changes?
Communication
What procedures do they use?
Do they know what procedures you use?
Personnel or shift changes?
Transfer lock procedure

25. Testing or Positioning Machines
Clear the machine of tools and materials
Remove employees from the area
Remove lockout/tagout devices
Energize and proceed with testing/positioning
De-energize and re-apply energy control measures

26. Group Lockout Personal lock or tag (usually)
Lockbox or master tag system with principal authorized employee
Work permit system
“Shall utilize a procedure which affords a level of protection equivalent to that provided by the implementation of a personal lockout or tagout device”