1. THE INTERNATIONAL SOCIETY OF FIRE SERVICE INSTRUCTORS Electronic INSTRUCT-O-GRAM Program 2004-01 Lockout / Tagout Policy

2. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Introduction TASK To present various procedures, operations, firefighter safety considerations, and occupancy safety considerations in order to properly prepare for effective response to Hazardous Energy situations. TASK To present various procedures, operations, firefighter safety considerations, and occupancy safety considerations in order to properly prepare for effective response to Hazardous Energy situations.

3. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Objectives 1.The firefighter shall have an understanding of the OSHA 29 CFR 1910.147 hazardous energy policy. 2.The firefighter shall be able to identify the situations that require the use of the hazardous energy policy. 3.The firefighter shall be able to utilize proper procedures in executing lock-out/tag-out procedures. 1.The firefighter shall have an understanding of the OSHA 29 CFR 1910.147 hazardous energy policy. 2.The firefighter shall be able to identify the situations that require the use of the hazardous energy policy. 3.The firefighter shall be able to utilize proper procedures in executing lock-out/tag-out procedures.

4. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Objectives 4.The firefighter shall demonstrate the knowledge of when the hazardous energy policy should be utilized. 5.The firefighter shall understand the required training for the hazardous energy rule. 4.The firefighter shall demonstrate the knowledge of when the hazardous energy policy should be utilized. 5.The firefighter shall understand the required training for the hazardous energy rule.

5. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Motivation Electricity, a common household item, used constatly in our society. Wo what is so important about this topic? Simply this… Electricity could mean DEATH! Electricity, a common household item, used constatly in our society. Wo what is so important about this topic? Simply this… Electricity could mean DEATH!

6. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Motivation It is a known fact that household current, 110 volt, can cause an adult to have lethal heart arrhythmias that could result in cardiac arrest… … DEATH! It is a known fact that household current, 110 volt, can cause an adult to have lethal heart arrhythmias that could result in cardiac arrest… … DEATH!

7. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Motivation When we respond to routine and working incidents, we must look at this concept in a new light. Energy that is properly managed is a tool, improperly controlled is an enemy The amount of energy located on residential services is much differednt that industrial services. The prevention of electrical shock is important to safe and efficient operations. When we respond to routine and working incidents, we must look at this concept in a new light. Energy that is properly managed is a tool, improperly controlled is an enemy The amount of energy located on residential services is much differednt that industrial services. The prevention of electrical shock is important to safe and efficient operations.

8. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Scope Service & maintenance of machines and equipment where the unexpected start-up of the machines or equipment, or release of stored energy, could cause injuries to employees.

9. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Scope Emergency Response procedures for incidents which involve these types of machines or equipment.

10. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Establish minimum performance requirements for the control of such hazardous energy. Scope

11. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Situations where a guard must be removed or a safety device must be bypassed. Situations where work must be performed in a “Danger Zone”. Situations where a guard must be removed or a safety device must be bypassed. Situations where work must be performed in a “Danger Zone”. Application

12. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Affected Employee An employee who operates or uses a machine or equipment on which servicing or maintenance is being performed under lockout/tagout, or who works in an area where lockout/tagout is used. Affected Employee An employee who operates or uses a machine or equipment on which servicing or maintenance is being performed under lockout/tagout, or who works in an area where lockout/tagout is used. Definitions

13. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Authorized Employee A person who locks out or tags out machines or equipment perform maintenance or service work. An affected employee becomes an authorized employee when his/her duties include performing covered service or maintenance work. Authorized Employee A person who locks out or tags out machines or equipment perform maintenance or service work. An affected employee becomes an authorized employee when his/her duties include performing covered service or maintenance work. Definitions

14. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Energized Connected to an energy source or containing residual or stored energy. Energy Source Any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy. Energized Connected to an energy source or containing residual or stored energy. Energy Source Any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy. Definitions

15. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Energy Isolating Device A mechanical device that physically prevents the transmission or release of energy, including but not limited to: Energy Isolating Device A mechanical device that physically prevents the transmission or release of energy, including but not limited to: Definitions

16. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Manually operated electrical circuit breaker Disconnect switch Line valve Block Any similar device used to block or isolate energy Push buttons, selector switches, and other control circuit type devices are not energy isolating devices. Manually operated electrical circuit breaker Disconnect switch Line valve Block Any similar device used to block or isolate energy Push buttons, selector switches, and other control circuit type devices are not energy isolating devices. Definitions

17. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Lockout The placement of a lockout device on an energy source isolating device, in accordance with an established procedure, ensuring that the energy isolating device and the equipment being controlled cannot be operated until the lockout device is removed. Lockout The placement of a lockout device on an energy source isolating device, in accordance with an established procedure, ensuring that the energy isolating device and the equipment being controlled cannot be operated until the lockout device is removed. Definitions

18. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Lockout Device A device (such as a lock, either key or combination type, or blank flanges and bolted slip blinds) to hold an energy isolating device in a safe position and prevent the energizing of a machine or equipment. Lockout Device A device (such as a lock, either key or combination type, or blank flanges and bolted slip blinds) to hold an energy isolating device in a safe position and prevent the energizing of a machine or equipment. Definitions

19. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Tagout The placement of a tagout device on an energy isolating device, in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed. Tagout The placement of a tagout device on an energy isolating device, in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed. Definitions

20. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Tagout Device A prominent warning device, such as a tag and a means of attachment, that can be surely fastened to an energy isolating device. Tagout Device A prominent warning device, such as a tag and a means of attachment, that can be surely fastened to an energy isolating device. Definitions

21. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Servicing / Maintenance Workplace activities such as constructing, installing, setting up, adjusting, inspecting, modifying, and maintaining and/or servicing machines or equipment. Servicing / Maintenance Workplace activities such as constructing, installing, setting up, adjusting, inspecting, modifying, and maintaining and/or servicing machines or equipment. Definitions

22. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Servicing and Maintenance activities include lubrication, cleaning, or unjamming of machines or equipment and making adjustments or tool changes, where the employee may be exposed to the unexpected energization or startup of the equipment or release of hazardous energy. Definitions

23. ~ International Society of Fire Service Instructors ~ www.ISFSI.org 1. Prepare for shutdown Before the authorized or affected employee turns off the machine, the authorized employee must know the type and magnitude of the energy and its hazards. The authorized employee must also know how to control the energy. 1. Prepare for shutdown Before the authorized or affected employee turns off the machine, the authorized employee must know the type and magnitude of the energy and its hazards. The authorized employee must also know how to control the energy. Lockout / Tagout Procedures

24. ~ International Society of Fire Service Instructors ~ www.ISFSI.org 2. Shutdown The machine or equipment must be turned off following orderly, established procedures. 2. Shutdown The machine or equipment must be turned off following orderly, established procedures. Lockout / Tagout Procedures

25. ~ International Society of Fire Service Instructors ~ www.ISFSI.org 3. Isolating Equipment The energy isolating devices (disconnect switches, circuit breakers, valves, etc.) must be physically located and operated by the authorized employee. 3. Isolating Equipment The energy isolating devices (disconnect switches, circuit breakers, valves, etc.) must be physically located and operated by the authorized employee. Lockout / Tagout Procedures

26. ~ International Society of Fire Service Instructors ~ www.ISFSI.org 4. Applying Lockout / Tagout Devices The authorized employee is to apply lockout / tagout devices to each energy isolating device. Tagout devices must clearly indicate that moving the energy isolating device from the “Safe” or “Off” position is prohibited. 4. Applying Lockout / Tagout Devices The authorized employee is to apply lockout / tagout devices to each energy isolating device. Tagout devices must clearly indicate that moving the energy isolating device from the “Safe” or “Off” position is prohibited. Lockout / Tagout Procedures

27. ~ International Society of Fire Service Instructors ~ www.ISFSI.org 5. Releasing Stored Energy Any potentially hazardous stored or residual energy from all sources and components must be released. 5. Releasing Stored Energy Any potentially hazardous stored or residual energy from all sources and components must be released. Lockout / Tagout Procedures

28. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Methods for releasing stored energy include: Bleeding off pressure Blocking elevated parts Draining lines Letting equipment cool Discharging capacitors Other methods as specified Methods for releasing stored energy include: Bleeding off pressure Blocking elevated parts Draining lines Letting equipment cool Discharging capacitors Other methods as specified Lockout / Tagout Procedures

29. ~ International Society of Fire Service Instructors ~ www.ISFSI.org 6. Verification The last step is crucial. The employee must verify that the machine or equipment is in a “Zero Energy State”. 6. Verification The last step is crucial. The employee must verify that the machine or equipment is in a “Zero Energy State”. Lockout / Tagout Procedures

30. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Only after all steps have been completed is it safe to begin maintenance or service operations. This includes emergency operations involving this type of equipment. Lockout / Tagout Procedures

31. ~ International Society of Fire Service Instructors ~ www.ISFSI.org 1. Check the machine: Replace all guards / safety devices Remove all tools and nonessential items Remove any blocking devices Ensure that the machine is intact and ready to operate 1. Check the machine: Replace all guards / safety devices Remove all tools and nonessential items Remove any blocking devices Ensure that the machine is intact and ready to operate Release from Lockout / Tagout

32. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Release from Lockout / Tagout 2. Check for employees: Ensure that all employees are in a safe area before removing any lockout / tagout devices. 2. Check for employees: Ensure that all employees are in a safe area before removing any lockout / tagout devices.

33. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Release from Lockout / Tagout 3. Remove Lockout / Tagout Devices: The Lockout / Tagout devices may only be removed by the authorized employee who applied them. 3. Remove Lockout / Tagout Devices: The Lockout / Tagout devices may only be removed by the authorized employee who applied them.

34. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Release from Lockout / Tagout 4. Resume Normal Operations The authorized employee grants permission for the affected employees to resume normal equipment / machine operations. 4. Resume Normal Operations The authorized employee grants permission for the affected employees to resume normal equipment / machine operations.

35. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Use of Tagout Alone Guidelines for Tagout-Only systems: Tags are only warnings Tags must not be passed-by Should only be removed by person who placed them Must be legible (Bi-lingual if needed) Must hold up under conditions of use May evoke a false sense of security Understand the Why & How of Tagout Procedure Fully comply with all Lockout / Tagout Procedures Guidelines for Tagout-Only systems: Tags are only warnings Tags must not be passed-by Should only be removed by person who placed them Must be legible (Bi-lingual if needed) Must hold up under conditions of use May evoke a false sense of security Understand the Why & How of Tagout Procedure Fully comply with all Lockout / Tagout Procedures

36. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Training Requirements Three areas of Lockout / Tagout Training: 1.Authorized Employees 2.Affected Employees 3.Other Employees Three areas of Lockout / Tagout Training: 1.Authorized Employees 2.Affected Employees 3.Other Employees

37. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Initial Training Authorized Employeed: Recognize hazardous energy sources Identify the type and magnitude of energy sources Isolate and control hazardous energy Authorized Employeed: Recognize hazardous energy sources Identify the type and magnitude of energy sources Isolate and control hazardous energy

38. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Affected / Other Employees: Know why these procedures are used Understand tht they are never to attempt to restart equipment that has been locked or tagged out. Affected / Other Employees: Know why these procedures are used Understand tht they are never to attempt to restart equipment that has been locked or tagged out. Initial Training

39. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Ongoing Training All employees should receive training when: Their job assignment changes The LO/TO procedure changes New hazards are presented by changes in equipment, machines, or processes Everyone should receive annual refresher training! All employees should receive training when: Their job assignment changes The LO/TO procedure changes New hazards are presented by changes in equipment, machines, or processes Everyone should receive annual refresher training!

40. ~ International Society of Fire Service Instructors ~ www.ISFSI.org Emergency Response Personnel Must be informed of LO/TO procedures Must understand and comply with procedures At no time shall the procedures of outside personnel be substandard to OSHA standards Must be informed of LO/TO procedures Must understand and comply with procedures At no time shall the procedures of outside personnel be substandard to OSHA standards