1. LOCK AND TAG PROGRAM FOR THE CONTROL OF HAZARDOUS ENERGY

2. OUTLINE Training file on CD Rom Introduction Video L&T Program:
General (1-4)
Procedures ELP, GLP (5-7)
Additional requirements and hardware (8-9)
Training & inspection (10, 11)
Caution tags (12)
Documentation (13-15)
Most Frequently asked questions
Quiz
Lock & Tag

3. INTRODUCTION What is Lock and Tag Program? Program consists of:
Basic rules
General Lock and Tag Procedure (GLP)
Guide for making Equipment Specific Lock and Tag Procedure.
Training and Inspection Requirements.
Caution Tags.
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4. INTRODUCTION What is NOT included?
The program does not include Equipment Specific L&T Procedures. The departments have to prepare them for their equipment and train the authorized employee. All L&T procedures must be submitted to Safety for review.
Lock & Tag

5. SCOPE (1)
Covered:
Locking out of all hazardous energy sources such as electrical, mechanical, hydraulic, pneumatic, chemical, or thermal.
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6. SCOPE (1) Not covered (1.2): Operation locks
PPS locks to prevent operation
Locks to block entry
Locks for administrative control
Construction
Permanently disconnected
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7. APPLICABILITY OSHA: Required by OSHA as follows:
(covers all Hazardous. Energy sources)
(covers electrical only)
This is for personnel safety and not an operational lock out.
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8. APPLICABILITY (2) Site-wide (all OTC) 50 V and above
Below 50 V if hazardous
Moving/rotating equipment
Service and Maintenance (includes modifications, etc.) of any system involving hazardous energy.
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9. EXCEPTIONS (3) Energized Circuits (3.1):
3.1 May work on energized circuits without lock and tag provided:
Safe work practices (OSHA Subpart S)
AND approval obtained
AND safety watch provided (Chapter 8)
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10. EXCEPTIONS (Cont’d) And only in following situations:
Increases hazard (fire protection, life support, etc.),
Or infeasible,
Or testing which requires energizing.
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11. EXCEPTIONS (Cont’d)
HOT TAP OPERATIONS (3.2):
See manual.
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12. EXCEPTIONS (Cont’d) CORD AND PLUG (3.4)
If the plug is in exclusive control of the worker, no L&T required.
Use plug hugger or lock-a-plug device, if not in sight or in arm’s reach.
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13. INTERLOCKS RESTRICTION ON INTERLOCKS (4):
Interlocks not to be used in place of lock and tag on the energy source as per OSHA.
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14. ACRONYMS Refer to Appendix C. CLL = Crew Lockout Leader
ELC = Equipment (specific) Lockout Coordinator
ELP = Equipment Lock and Tag Procedure
GLP = General Lock and Tag Procedure
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15. LOCK & TAG PROCEDURES (5)
Two types of equipment:
1) Equipment which needs ELP.
ELP = Equipment (specific) Lock and Tag Procedure.
Note: All equipment needs ELP unless meets exceptions (See 6.3)
2) Equipment which needs GLP.
GLP = General Lock and Tag Procedure.
If Equipment meets exceptions (see 6.3) ELP is not required. Use GLP.
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16. ELP (6) Similar equipment may be covered by a single procedure.
RESPONSIBILITY (6.1):
Dept. or shop in control of the equipment is responsible for ELP.
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17. ELP (6) PREPARATION OF ELP: (6.2): STEP 1: Make inventory
STEP 2: Fill out forms for each equip.
1. Equip. identification
2. Controls
3. Energy Sources
4. Shutdown & verify
5. Release from L&T
6. List Authorized & affected employees
7. Title sheet, approval, etc.
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18. ELP (Cont’d) Which equipment needs ELP?
ALL except those which meet all 8 exceptions (6.3):
1. No stored energy
2. Single energy source, readily identified and isolated.
3. Lockout will completely deactivate machine.
4. Machine remains isolated.
5. A single lockout will do it.
6. In exclusive control of the worker.
7. No hazard for other personnel.
8. No accident in the past.
(All above are as per OSHA)
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19. GLP (7) Which equipment may be locked out by GLP?
- Meets exceptions (6.3)
- And does not have ELP.
Responsibility:
Dept. or Shop in control of equipment is responsible for checking the equipment for exceptions (7.1).
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20. GLP (7) GLP STEPS FOR APPLICATION:
Check - are you authorized for the equip? If yes, proceed.
STEP 1: Prepare and notify.
STEP 2: Shutdown: use normal procedure.
STEP 3: Isolate from energy source. (note interlock is not a substitute for L&T)
STEP 4: Apply lock and dated tag.
Lock & Tag

21. GLP (7) (Cont’d) STEP 5: Verification of isolation. Electrical:
1) Verify it cannot be started.
2) Check voltage, by a qualified person.
Non-electrical:
Verify machine is isolated and deenergized.
STEP 6: Keep lock and tag on till finished. Every person must have his/her lock and tag
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22. GLP (Cont’d) RELEASE FROM LOCKOUT (7.3):
When finished, do the following:
STEP 1: Clear personnel and tools.
STEP 2: Check for mechanical hazards.
STEP 3: Notify operators and affected employees.
STEP 4: Remove your own lock and tag. (To remove other person’s lock, see section 8.6)
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23. ADDITIONAL REQUIREMENTS (8)
SHIFT OR PERSONNEL CHANGE (8.1)
Supervisor’s lock may be used as a bridge lock.
Exchange locks at shift change.
Continuity of protection is essential.
GROUP LOCKOUT (8.2/8.3)
One crew versus multiple crews.
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24. ADDITIONAL REQUIREMENTS (8)
GROUP L/O FOR ONE CREW (8.2)
Choice - Each employee applies L&T or use this procedure as a short cut.
STEP 1: Lockout by an Authorized Employee.
STEP 2: Select a CLL. CLL shall:
(CLL = Crew Lockout Leader; must be part of crew)
1) Apply personal Lock/Tag.
2) Verify isolation.
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25. ADDITIONAL REQUIREMENTS (8)
3) Each worker applies his/her personal tag (lock is not necessary).
4) Each worker removes his/her tag when done and safe.
5) CLL removes L&T last. Follows appropriate release procedure. E.g., check for clearance of tools, etc.
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26. ADDITIONAL REQUIREMENTS (Cont’d)
GROUP L/O FOR MULTIPLE CREWS (8.3):
Select a CLL and a ELC
(ELC = Equipment Lockout Coordinator)
ELC is typically an Area Manager or a Supervisor. He does not have to be in crew. (Remember, CLL must be a member of crew).
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27. ADDITIONAL REQUIREMENTS (Cont’d)
ELC does the following:
STEP 1: Applies L&T to Equip. or Lock Box. Use experts as necessary.
STEP 2: Coordinates CLLs.
STEP 3: When finished, removes L&T last after thorough checkout.
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28. ADDITIONAL REQUIREMENTS (Cont’d)
If already locked out (8.4):
You must apply your personal lock and tag in addition to existing lockout after notifying the owner of existing lockout.
ENERGIZING FOR TESTING, ETC. (8.5):
STEP 1: Remove L&T, use appropriate release procedure.
STEP 2: After testing, reapply L&T.
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29. ADDITIONAL REQUIREMENTS (Cont’d)
UNLOCING BY OTHERS (8.6):
Only if:
A. Authorized by the owner of the L&T, OR
B. In absence of the owner, use 5 steps:
1) Verify not on site; 2) Try to contact; 3) Record; 4) Safe? 5) Inform owner when he comes back to site for his/her safety (Very Very Important)
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30. ADDITIONAL REQUIREMENTS (Cont’d)
CONTRACTOR PERSONNEL (8.7):
• Contractor uses his/her Procedures.
• Affected employees shall be informed.
• Contract personnel supervised by USOC Project Manager.
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31. ADDITIONAL REQUIREMENTS (Cont’d)
IF NOT LOCKABLE (8.8)
Use additional safety measures.
7 choices (see 8.8) such as:
• L&T Upstream (if practical).
• Remove fuse or disconnect (tag wires).
• Operate two breakers in series.
• Remove valve handle.
• Blank or blind pipe line or duct.
• Block or lock a control switch.
• Post a safety guard.
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32. ADDITIONAL REQUIREMENTS (Cont’d)
NEW EQUIPMENT (8.9)
Must be lockable as per OSHA.
VERIFICATION OF ISOLATION (8.10)
ELECTRICAL: 1) check, cannot start.
2) check voltage.
NON ELECTRICAL: check deenergized.
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33. ADDITIONAL REQUIREMENTS (Cont’d)
STORED ENERGY (8.11)
ELECTRICAL: Ground and short capacitors.
Restrain from reenergizing.
NON ELECTRICAL: Relieve, restrain or disconnect to make it safe.
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34. LOCK AND TAG DEVICES (9) PADLOCKS (9.1) Use only designated RED lock
1) Identify lock
2) Must attach a tag
3) Dept. may keep a duplicate Key.
4) Exclusive for Energy Lockout use.
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35. LOCK AND TAG DEVICES (9) TAGS (9.3) Two types of tags: 1. Personal Tag
2. Special Tag - supervisor tag, ELC tag, shop tag
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36. LOCK AND TAG DEVICES (9) TAGS SHALL BE: 1) Only designated photo tags
2) Place photo
3) Laminate to protect from environment.
4) Front: Name, dept., phone, pager.
Back: Date, equipment affected.
5) Numbered to help you manage your tags.
6) Exclusive for energy lockout.
7) Attach by cable tie, 50 pounds rule.
May apply directly on lock.
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37. LOCK AND TAG DEVICES (9) SPECIAL TAGS:
To be used as 1) ELC or Supervisor Tag
2) Group (Shop/Dept) Tag
ELC or Supervisor Tag:
Front - Identify ELC or Supervisor.
- Name, Dept., phone/pager.
Back - Date, affected equipment.
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38. LOCK AND TAG DEVICES (9) Group Tag:
Front - Name of Group/Shop/ Dept Phone/Pager of the Group
Back - Date, affected equipment.
Signed by the person who applies it.
See Appendix A for sample.
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39. • Supervisor or Equipment Lockout Coordinator (ELC) tag.
Tag A illustrates a personal tag to be used by individuals. Tag B illustrates a special tag to be used as:
• Supervisor or Equipment Lockout Coordinator (ELC) tag.
• Group, shop, or department tag.
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40. Appendix A: Tags Tags shall include the following minimal information:
Personal Tag
Front: Name, department, phone and/or pager number.
Back: Write the date of application and identification of affected equipment or circuit.
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41. Appendix A: Tags Special Tag
Front: ELC or Supervisor Tag - Write the words Equipment Lockout Coordinator or Supervisor (as applicable) I the area marked with a dotted box. Additionally, write the name, department, phone and/or pager number of the ELC or supervisor.
Back: Write the date of application of affected equipment or circuit. The group/shop/department department tag shall be signed by the person who applies it.
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42. Training (10) RESPONSIBILITY: The supervisor of the employee
PURPOSE (10.2):
- Provide skill and uniformity in application.
- Regulatory requirement by OSHA.
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43. Training (10) TYPES OF TRAINING (10.3) - Authorized - Affected - Other
TRAINING IN LIMITATION OF TAGS (10.4)
1. Warning devices only
2. Do not remove except your own.
3. Must be legible.
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44. Training (Cont’d) TIMING OF TRAINING (10.5) RETRAINING (10.6)
Affected and other - time of orientation
Authorized - prior to use of L&T. For new hires, supervisor. May give informal training to start. Formal training within 3 months.
RETRAINING (10.6)
Required if:
- Change in job assignment or equipment with new hazards.
- Change in procedures.
- Inadequacies found.
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45. Training (Cont’d) TRAINING RECORD (10.7)
Supervisor shall maintain the record of training.
TRAINING IN ELPs
This training is a basic training or L&T program training. One must have training in ELPs as needed, provided by department.
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