Lockout/Tagout 29CFR 19010.147

1. Lockout/Tagout29CFR 19010.147 • Published September 1, 1989. • Scope: Covers servicing and maintenance of machines and equipment or release of stored energy which could cause injury to employees.

2. Does Not Cover • Construction, Agriculture, and Maritime Employment. • Electric Utilities. • Electrical Exposures covered by Subpart S, Electrical. • Oil and Gas Well Servicing and Drilling.

3. Applies during Servicing and/or Maintenance • Does not apply to normal production operations. • Only if an employee has to remove a guard or bypass a safety guard-Or place any part of their body in danger.

4. Also does not apply to: • Work on cord or plug connected equipment which is unplugged and under control of the employee. • Gas, steam, water or petroleum hot tap operations under specified circumstances.

5. The Standard’s Purpose • Requires employers to establish a program and use procedures for affixing appropriate lockout devices or tagout devices, and- • To disable machines or equipment to prevent unexpected energization, start-up, or release of stored energy to prevent injury to employees.

6. Definitions • Energized-connected to an energy source or containing residual or stored energy. • Energy source-any source of energy. • Lockout-placement of a lockout device on an energy isolating device. • Lockout Device-device which uses a positive means, such as a lock, to hold an energy isolating device in safe position.

7. Definitions, continued • Servicing and/or Maintenance-workplace activities such as adjusting, cleaning, constructing, inspecting, installing, lubricating, maintaining and/or servicing of machines or equipment, modifying, setting up and tool changing. • Tagout-placement of a tag to warn that the equipment may not be operated.

8. General Requirements • Energy Control Program-A program including an energy control procedure and employee training is required.

9. Lockout/Tagout • A tagout system shall be used only if the isolating device cannot be locked out. • If the isolating device can be locked out, a lockout shall be used, unless the employer can demonstrate that a tagout system provides full employee protection. • When machinery is replaced or undergoes major repair it shall be designed to accept a lockout device.

10. Full Employee Protection • If a tagout device is used on equipment capable of being locked out: • The tag shall be placed in the same location the lock would have been placed. • The employer must demonstrate equivalent safety. • To demonstrate-the employer must show full compliance with all provisions and remove circuit elements or block control switches or remove a valve handle, etc.

11. Energy Control Procedure • Procedures shall be developed, documented, and utilized. • Exception- Employers need not document if all of the following exist: • The machine has no potential to release or store energy. • The machine has a single energy source, readily identified and isolated.

12. Exceptions, continued • Isolation and lockout completely deenergize and deactivate the machine. • The machine is isolated from that energy source and locked out during servicing or maintenance. • A single lockout device will achieve lockout. • The lockout device is under control of the employee servicing or maintaining the machine.

13. Exceptions, continued • The servicing or maintenance does not create hazards for others. • The employer has had no accidents from the release of energy while servicing or maintaining equipment.

14. Written Procedures • Shall specify the scope, purpose, authorization, rules, and techniques for controlling hazardous energy, and the means of enforcing compliance.

15. Written Procedures, cont. • Should include: • Intended use of the procedure. • Steps for shutting down, isolating, blocking and securing equipment. • Use of tags and locks. • Testing requirements verify effectiveness.

16. Protective Materials and Hardware • Locks, tags, chains, wedges, key blocks, adapter pins, self-locking fasteners, or other hardware shall be provided by the employer. • Lockout devices shall be singularly identified, be the only devices used for controlling energy, not used for other purposes, and shall be:

17. Lockout devices shall be: • Durable-able to withstand the environment, not become illegible, and not deteriorate in corrosive environments. • Color, size, shape and print be standardized.

18. Lockout devices shall be: • Substantial-removal shall necessitate force or unusual techniques and it should prevent inadvertent removal. • Identifiable-indicate the identity of the employee applying the device.

19. Tagout Devices • Shall warn of hazardous conditions by legends such as: • DO NOT START • DO NOT OPEN • DO NOT CLOSE • DO NOT ENERGIZE • DO NOT OPERATE

20. Periodic Inspections • At least an annual inspection of the company’s LOTO procedure: • Performed by an authorized employee other than the employee using the procedure. • Correct deviations or discrepancies. • Review the procedure by effected employees. • Inspection must be documented-who did it, when, and what machinery was inspected.

21. Training and Communication • Employees must understand purpose and function of the program. • Have knowledge and skills to implement it. • Include-recognition of energy sources, purpose and use, procedures/prohibitions

22. Training, continued • If tagout systems are used employees must be trained on limitations: • Warning rather than restraining devices. • Must not be by-passed, ignored or defeated. • Must be legible and understandable. • Securely attached and able to withstand environments. • May create a false sense of security and is only a part of the overall program.

23. Re-training • Employees must be re-trained when: • There is a change in assignments, machines, equipment, or process that creates a new hazard. • Periodic inspection reveals a need for re-training. • New or revised control methods are introduced- and, of course, training must be documented.

24. Procedures shall include: • Preparation for shutdown. • Machine or equipment shutdown. • Machine or equipment isolation.

25. Procedures:LOTO device application- • Shall be affixed by an authorized employee. • Shall hold the energy isolating device in a safe or off position. • Tagout devices shall be affixed to prohibit moving the energy isolating device from its safe or off position, located where a lock would be attached, and if it can’t be attached-should be in an obvious place.

26. Stored Energy • After applying LOTO devices, all potentially hazardous, stored or residual energy shall be rendered safe. • Re-accumulation of energy shall be continually verified. • Isolation/de-energization shall be verified prior to starting work……..How can this be accomplished??

27. Release from LOTO • Before removing LOTO devices and re-storing energy: • Inspect area, ensure non-essential items are removed and equipment is operationally intact. • Employees are notified and clear. • Remove LOTO devices-shall be removed by the person who put it on. Exception!

28. Additional Requirements • Outside contractors: Shall inform each other of procedures. Employer must ensure they are complying with procedures. • Group LOTO: • Responsibility to an authorized person. • AP to ascertain exposure status of workers. • AP ensures that all workers affix a personal lock to group lock-out device.

29. Shift Change • Must have written procedures to ensure continuity of lockout protection. • Includes orderly transition from employees coming on shift and those going off shift.