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Energy Isolation

Course No. NSTC-16. Revised: June 2014. Energy Isolation. Course Overview. Introductions. Name Company Position Experience on North Slope and other industrial sites or new to Alaska. Administration and Safety. Emergency Procedures Breaks, Lunches Restrooms, Smoking Safety Minute

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Energy Isolation

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  1. Course No. NSTC-16 Revised: June 2014 Energy Isolation

  2. Course Overview

  3. Introductions • Name • Company • Position • Experience on North Slope and other industrial sites or new to Alaska

  4. Administration and Safety • Emergency Procedures • Breaks, Lunches • Restrooms, Smoking • Safety Minute • Class Attendance/Roster

  5. Goal • To protect employees from injury due to an unexpected release of energy during equipment maintenance and start-up.

  6. Objectives • Identify hazardous energy sources in the workplace. • Identify the types of locks, devices and tags used to isolate energy sources. • Explain and follow the proper steps for implementing an energy isolation strategy. • Apply and verify energy isolation controls.

  7. Course Limitations • Depending on the hazards, additional NSTC classes such as Respiratory Protection, Confined Space Entry, and Fall Protection may be required. • Specific training at the job site is required to ensure full understanding by worker(s) of risks, hazards, chemical exposure, equipment, permits, and procedures related to their specific jobs.

  8. Course Limitations • This Energy Isolation (EI) Course does not qualify attendees as “competent persons.” • This course is not designed to provide instruction in the various “craft” skills (e.g., electrical, mechanical, welding, tank cleanup) which may be needed to perform energy isolation work. 2014 ASH, page 197 2014 BP ASH, page 116

  9. EI Course Modules • Module I: EI for the Affected Employee • Person whose job requires him/her to operate or use a machine or equipment being serviced or maintained under lock out or tag out OR • Person whose job requires him/her to work in an area where servicing or maintenance is being performed • Module II: EI for the Authorized Employee • Person who locks out or tags out machines or equipment to perform maintenance or servicing • May be an Operator or Worker 2014 ASH, pages 195-196 2014 BP ASH, pages 114-115

  10. Module I: EI for the Affected Employee

  11. The Energy Isolation Standard

  12. Purpose • The Energy Isolation (EI) Standard establishes the minimum requirements for protecting personnel from injury due to the unexpected release of energy during equipment maintenance and startup. 2014 ASH, page 106 2014 BP ASH, page 69

  13. Energy Isolation Definition • Energy Isolation is defined as the method(s) for physically preventing the transmission of energy into an area where work is being performed. • This is done using Energy Isolation Devices. 2014 ASH, page 198 2014 BP ASH, page 117

  14. Right to Exclusive Control Every worker has the right to exclusive control over the EI associated with his work. • Physically verify each EI Device. • Physically verify “Zero Energy State.” • Physically apply their Personal Locks/Tags. 2014 ASH, page 106 2014 BP ASH, page 70, bullet 6

  15. Applicability of EI Standard • EI Standard applies to equipment that must be serviced or maintained during normal production operations, and • When a worker is required to: • Remove or bypass a guard or other safety device, • Place his/her body in an area around equipment where an accidental release of energy could result in personal injury. 2014 ASH, page 106; 2014 BP ASH, page 69;

  16. EI Standard Does Not Apply 2014 ASH, page 106 • To equipment controlling pressure in a well, but does apply to all other equipment on the drilling or well servicing unit. • Other company standards may apply.

  17. EI Standard Does Not Apply To minor tool changes/adjustments, if the activities meet all three of the following criteria: • It is essential for continuous operation of the equipment, AND • The work is routine, repetitive, and part of normal operation, AND • Alternate protection methods are used (example: machine guards). 2014 ASH, page 107 (A)

  18. EI Standard Does Not Apply To work on corded or plugged electrical equipment provided: • Unplugging completely isolates the equipment, and • The plug is under the Exclusive Control of the worker. 2014 ASH, pages 107 (B), 199 2014 BP ASH, page 118

  19. EI Standard Does Not Apply 2014 ASH, page 102 (C) ) To Hot Tap Operations PROVIDED: • It is essential that the equipment continue to operate, AND • Shutdown is impractical, AND • Documented procedures are used which include specifically designed equipment to provide proven, effective personnel protection.

  20. EI Standard Does Not Apply • To work on power generation, transmission, and distribution systems. • This is an exception to Facility (Central Power Station) Electrical Lockout and Tagout for plant equipment as regulated by 29 CFR 1910.269. • Electrical energy isolation on power generation and distribution systems is accomplished using utility switching orders. 2014 ASH, page 107 (D)

  21. Energy Isolation Questions Yes No Is EI required when: • Performing maintenance on a light fixture? • Replacing a light bulb?

  22. Energy Sources

  23. Energy Sources Definition Any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal or other energy. OSHA 1910.147 (b)

  24. Energy Sources Exercise 1) Define the type of energy your team has been assigned and 2) give examples of where that energy can be found at your work site. 2014 ASH, pages 116-117; 199 2014 BP ASH, page 119 & back cover

  25. Motion and Gravity 2014 ASH, pages 116-117; 199 2014 BP ASH, page 119 & back cover

  26. Chemical & Biological Energy 2014 ASH, pages 116-117; 199 2014 BP ASH, page 119 & back cover

  27. Radiation 2014 ASH, pages 116-117; 199 2014 BP ASH, pages 119 & back cover

  28. Electrical & Potential Energy 2014 ASH, pages 116-117; 199 2014 BP ASH, page 119 & back cover

  29. Thermal Energy 2014 ASH, pages 116-117; 199 2014 BP ASH, page 119 & back cover

  30. Pressurized Energy 2014 ASH, pages 116-117; 199 2014 BP ASH, page 119 & back cover

  31. Body Mechanics 2014 ASH, pages 116-117; 199 2014 BP ASH, page 119 & back cover ASH, page 112 BP ASH, page 127

  32. Managing Hazardous Energy • Engineering Controls: Eliminate the hazard. • Administrative Controls: Control the hazard. • PPE: Protect ourselves from the hazard. • What are examples of each controlmeasure? • Which control measure is always the last line of defense? Why? What type of hazard control measure is shown here? 2014 ASH, page 117-118 2014 BP ASH, pages 40-41

  33. Safe Work Practices for Affected Employees • Affected workers will be notified before energy isolation devices are applied and after they are removed. OSHA 1910.147 ( c ) (8). • Avoid areas where energy isolation work is being performed. • Do not touch or come into contact with any equipment that is locked and/or tagged out. Administer Module I Quiz

  34. Module II: EI for the Authorized Employee

  35. Energy Isolation Procedures

  36. EI Procedural Requirements • Written procedures are required for all EI when more than one EI device is involved. • Piping & Instrument Diagrams (P&IDs) or appropriate engineering documentation shall be used when developing EI safe out procedures. • Procedures and changes shall be approved by First-Line Supervisor or Designee. 2014 ASH, pages 112-113 2014 BP ASH, page 70

  37. EI Procedural Requirements Specific procedures shall include procedural steps unique to the equipment being isolated, such as: • Shutting down the equipment • Isolating the equipment • Locking out the equipment • Releasing any stored energy • Verifying “Zero Energy State” • Returning the equipment back to service 2014 ASH, page 112 2014 BP ASH, page 70

  38. EI Documents • Energy Isolation List (EIL) — either Master Card or separate sheet • Worker Log — either Master Card or separate sheet • Energy Isolation Safe Out Procedure as required • All documents must be completely filled out. 2014 ASH, pages 104-105, 113 2014 BP ASH, page 70

  39. Master Card A Master Card is an envelope used to log information, retain stubs from two-part tags, and maintain current status of the process. • The envelope has an EIL printed on one side and a Worker Log printed on the other. • It is always maintained in a location central to the process or equipment under control. • A separate Master Card or EIL must be completed for each job. 2014 ASH, pages 104-105, 113 2014 BP ASH, page 70

  40. 2014 ASH, pages 104, 198, 200 2014 BP ASH, page 70, 121

  41. 2014 ASH, pages 105; 202 2014 BP ASH, page 70, 121

  42. Temporary Re-Energize Procedures • Required if a part of the isolated equipment must be re-energized to ensure proper servicing or maintenance. • Notify all affected employees that part of the equipment is being temporarily removed from energy isolation. • Remove all tools and materials. • Remove any personal locks and danger tags. 2014 ASH, page 113, #6

  43. Temporary Re-Energize Procedures • Energize the equipment. • De-energize the equipment when proper servicing or maintenance is completed. • Reapply the energy isolation / safe out procedure. • Notify all affected employees that equipment has been returned to energy isolation. 2014 ASH, page 113, #6

  44. Lockout Techniques

  45. Lockout Techniques • Lockout Tagout: Uses a lock and tag to isolate each energy source. • Tagout: Uses an EI Tag alone when a device cannot be locked. • Lockbox: Uses a locked box to control the keys and tag stubs for multiple energy source isolations or lockouts. 2014 ASH, pages 110-112

  46. Lockout Definition • Lockout is the placement of a lock on an energy isolating device to ensure the energy source and equipment being controlled cannot be operated. • Locks must positively identify their user. 2014 ASH, page 200 2014 BP ASH, page 121

  47. Purpose of Lockout To control hazardous energy when: • It applies to the servicing and/or maintenance of machines and equipment. • The servicing and/or maintenance occurs during normal operations. 2014 ASH, page 106 2014 BP ASH, page 69

  48. Tagout Definition • 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 is used alone ONLY if the EI device cannot be locked. OSHA 29 CFR 1910.147 (b) 2014 ASH, page 109-110, #5

  49. Lockout Requirements • Lockout is always required over tagoutonly. • All energy isolation devices that are lockable MUST be locked and tagged. • If an energy isolation device is being used for more than one isolation, then the device shall have separate locks and tags for each isolation. 2014 ASH, page 109-110

  50. What If An EI Device Cannot Be Locked? • Attach an EI Only Danger Tag where a lock would have been installed. • Use alternative safety measures listed on page 110 for full employee protection. • Remove the circuit element, or • Block the controlling switch, or • Open an extra disconnecting device, or • Remove the valve handle. 2014 ASH, page 109-110, #5

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