# Presentation: 522006

## 	CONTROL OF HAZARDOUS ENERGY

- LOCKOUT/ TAGOUT PROGRAM

## REFERENCES

**29 CFR 1910.147**
**Chapter 29 of Code of Federal Regulations Occupational Safety and Health Standards**
**“****The Control of Hazardous Energy (Lockout/Tagout)”**

## REFERENCES	

**US DOC OSH MANUAL**
- Chapter 18
- “Isolation of Energy Sources During the Servicing and Repair of Machines, Equipment and pressurized Systems”

## OCCUPATIONAL SAFETY AND HEALTH REGIONAL SAFETY MANAGER

**	****	****This position is currently vacant if you ****	****need assistance please contact:**
**	****	****SADIE BOONE @ (757) 441-6448**
**	****	****Internet address **_[Sadie.D.Boone@noaa.gov](mailto:Sadie.D.Boone@noaa.gov)_
**      **

## WHAT IS LOCKOUT/TAGOUT?

_**PURPOSE:**_
_**	**_**ESTABLISH POLICY AND MINIMUM**
**	****PROCEDURES FOR **
**	****LOCKING OUT AND/OR**
**	****TAGGING OUT SOURCES**
**	****OF ENERGY**

## APPLICATION:

**SERVICING AND MAINTENANCE OF MACHINERY AND EQUIPMENT**
**UNEXPECTED RELEASE OF ENERGY OR MOVEMENT OF EQUIPMENT DURING SERVICING OR MAINTENANCE**
**THIS INCLUDES ACTIVITIES CLASSIFIED AS CONSTRUCTION OR MARITIME**

## ROUTINE PRODUCTION OPERATIONS :

**	****ARE NOT COVERED BY THIS PROGRAM UNLESS:**
**	****GUARDS OR SAFETY DEVICES ARE ****	****	****REMOVED**
**	****BODY PARTS ARE PLACED IN ****	****	****	****THE POINT OF OPERATION ****	****	****AREA**

## NOTE!!

**MINOR TOOL CHANGES AND ADJUSTMENTS, **
**“****IF ROUTINE, REPETITIVE,  AND INTEGRAL” **
**TO THE USE OF EQUIPMENT ARE *****NOT COVERED****** *****IF ALTERNATIVE PROTECTIVE MEASURES ARE EMPLOYED**

## APPLICATIONS THAT DO NOT APPLY:

- Ship board operations which are covered in NC Instruction 5100.1B “Safety Standards for Ships of the NOAA Fleet”
- Electrical utilization installations
- Work on cord and plug connected
- 		equipment

## GENERAL POLICY:

**EACH FACILITY **_***SHALL***_** ISOLATE AND RENDER INOPERATIVE THROUGH: **
- 	Lockout/Tagout devices _all machinery_ _and equipment_ which ***may cause*** injury or property damage when possible

## GENERAL POLICY:    CON’T

**LOCKOUT/TAGOUT SHALL ONLY BE PERFORMED BY *****AUTHORIZED EMPLOYEES***
***AUTHORIZED EMPLOYEES***** SHALL BE DESIGNATED BY THEIR LINE SUPERVISOR AND TRAINED**

## AUTHORIZED EMPLOYEE

**A PERSON WHO LOCKS OUT OR TAGS OUT MACHINES OR EQUIPMENT IN ORDER TO PERFORM SERVICING OR MAINTENANCE**

## AFFECTED EMPLOYEE

**AN EMPLOYEE WHOSE JOB REQUIRES HIM/HER TO OPERATE OR USE A MACHINE OR EQUIPMENT UNDER LOCKOUT/TAGOUT**

## POLICY CHANGE AND UPDATE?

**POLICY CHANGE AND UPDATE?**

**SHALL OCCUR WHEN:**
**MAJOR REPLACEMENT**
**REPAIR**
**RENOVATION**
**MODIFICATION**** **
**OF MACHINERY OR EQUIPMENT IS REPLACED OR INSTALLED**

## GENERAL PROCEDURES

***BEFORE DE-ENERGIZING EQUIPMENT, PERSONNEL MUST KNOW:***
***	******	*****-  ****TYPE AND MAGNITUDE OF ENERGY ****	****	****INVOLVED**
**	****	****-  THE HAZARDS INVOLVED**
**	****	****-  METHODS OF CONTROL**
**	****	**

## REQUIRED LIST!

**TYPE OF EQUIPMENT AND APPLICATION WHERE LOCKS OR TAGS MAY BE USED**

- LO/TO EQUIPMENT

## LOCKOUT DEVICES

**LOCKOUT DEVICES**

**SHALL BE INSTALLED BY *****AUTHORIZED PERSONNEL***** ONLY**
**SHALL BE INSTALLED IN A MANNER WHICH  WILL HOLD THE DEVICE IN A **_***“SAFE”***_** OR **_***“OFF”***_** POSITION**

- LO\TO
- LOG

## LOCKOUT/TAGOUT DEVICES AND HARDWARE:

**LOCKS**
**TAGS**
**CHAINS**
**WEDGES**

** ****KEY BLOCKS**
** ****ADAPTER PINS**
** **
**SELF-LOCKING FASTENERS**

## LOCKOUT DEVICES AND HARDWARE:

**LOCKOUT DEVICES SHALL BE SINGULARLY IDENTIFIED AND THE ONLY DEVICES USED TO CONTROL ENERGY **
**LOCKS SHALL BE STANDARD IN SIZE AND COLOR**
**LOCKS SHALL BE STRONG ENOUGH TO PREVENT REMOVAL WITHOUTKEY**
**NO TWO LOCKS OR KEYS SHALL BE THE SAME**
**CONTROL OF KEYS MUST BE MAINTAINED BY AUTHORIZED PERSONNEL**

## TAGOUT DEVICES:

**TAGS SHALL BE STANDARD IN SIZE AND COLOR**
**TAGS SHALL BE WEATHER PROOF**
**TAGS SHALL**_*** NOT***_** BE REUSABLE TYPE**
**TAGS SHALL BE STRONG ENOUGH TO PREVENT REMOVAL WITHOUT EXCESSIVE FORCE**

## LOCKOUT/TAGOUT DEVICES AND HARDWARE:

**LOCKS AND TAGS SHALL:**
**IDENTIFY USER, SHOP, CODE, PHONE NO. #, SUPERVISOR, DATE APPLIED, AND EQUIPMENT OR MACHINE EFFECTED.**

## TAGOUT DEVICES

**SHALL INDICATE OPERATION OR MOVEMENT OF **_***“SAFE“***_** OR **_***“OFF”***_**  POSITION OF DEVICE**
**WHERE POSSIBLE , SHALL BE AFFIXED TO THE ENERGY ISOLATING DEVICE OR AS CLOSE AS POSSIBLE**

## TAGOUT DEVICES:

**TAGOUT DEVICES SHALL INCLUDE ONE OF THE FOLLOWING:**
**DO NOT OPEN                   DO NOT CLOSE**
**DO NOT ENERGIZE           DO NOT OPERATE**

## ADDITIONAL SAFETY MEASURES

**Remove isolating circuit (fuse or circuit breaker)**
**Blocking of a controlling device**
**Opening of an additional disconnect or relief valve.**
**Removal of a valve handle **

## STORED ENERGY SHALL:

***BE RELIEVED***
***DISCONNECTED***
***RESTRAINED***
***OR OTHERWISE RENDERED ***_***“SAFE”***_

## REACCUMULATION OF STORED ENERGY

**VERIFICATION OF ISOLATION IS REQUIRED BEFORE WORK IS BEGUN IF THERE IS A POSSIBILITY OF REACCUMULATION OF HAZARDOUS ENERGY**

## TEMPORARY  REMOVAL OF LOCKOUT/TAGOUT DEVICES:

**TEMPORARY  REMOVAL OF LOCKOUT/TAGOUT DEVICES:**

**Clear machine of tools and equipment**
**Ensure equipment is operationally intact**
**Remove all personnel not required for testing**

## TEMPORARY REMOVAL OF LOCKOUT/TAGOUT DEVICES (CONT):

**Verify employees are in a safe location**
**Remove lockout/tagout devices**
**Energize and proceed with testing**
**De-energize and reapply lockout/tagout devices**

## ACTIVITIES SHALL:

** DEVELOP AND USE SPECIFIC WRITTEN 	PROCEDURES FOR SERVICING AND 		MAINTENANCE

**	HAVE A SINGLE WRITTEN 
		PROCEDURE FOR SIMILAR MACHINES	WITH SAME TYPE AND MAGNITUDE 		OF ENERGY

**ACTIVITIES SHALL:**
**** DEVELOP AND USE SPECIFIC WRITTEN ****	****PROCEDURES FOR SERVICING AND ****	****	****MAINTENANCE**
********	****HAVE A SINGLE WRITTEN **
**	****	****PROCEDURE FOR SIMILAR MACHINES****	****WITH SAME TYPE AND MAGNITUDE ****	****	****OF ENERGY**

**ACTIVITY SPECIFIC ENERGY CONTROL PROCEDURES**

## PROCEDURES ARE NOT NEEDED WHEN:

**PROCEDURES ARE NOT NEEDED WHEN:**

**Equipment has no potential for stored energy**
**Single energy source which can be readily isolated**
**Lockout/Tagout will completely deactivate machine or equipment**

## PROCEDURES ARE NOT NEEDED WHEN:

**Machine is isolated and locked out during maintenance**
**Lockout device is controlled by maintenance personnel **_***ONLY***_

## TRAINING AND COMMUNICATION

**TRAINING SHALL BE PROVIDED TO AUTHORIZED PERSONNEL**
**ALL AFFECTED EMPLOYEES**
**ALL EMPLOYEES WHOSE WORK AREAS AND OPERATIONS ARE EFFECTED**
** **

## SHALL BE PROVIDED FOR ALL AUTHORIZED OR AFFECTED EMPLOYEES WHEN:
THEIR IS A CHANGE IN THEIR JOB, MACHINES, EQUIPMENT OR PROCESSES THAT PRESENT NEW HAZARDS
THERE IS A CHANGE IN THE ENERGY CONTROL PROCEDURE
INSPECTION REVEALS DEFICIENCIES

**SHALL BE PROVIDED FOR ALL AUTHORIZED OR AFFECTED EMPLOYEES WHEN:**
- THEIR IS A CHANGE IN THEIR JOB, MACHINES, EQUIPMENT OR PROCESSES THAT PRESENT NEW HAZARDS
- THERE IS A CHANGE IN THE ENERGY CONTROL PROCEDURE
- INSPECTION REVEALS DEFICIENCIES

***EMPLOYEE RETRAINING***

## TRAINING DOCUMENTATION

**DOCUMENTATION OF TRAINING SHALL INCLUDE:**
- Employee’s name
- Date of training
**EMPLOYER SHALL CERTIFY THAT EMPLOYEE TRAINING HAS BEEN ACCOMPLISHED AND UP-TO-DATE**

## PERIODIC INSPECTION

**SHALL BE CONDUCTED BY AN AUTHORIZED EMPLOYEE OTHER THAN THE ONE UTILIZING THE ENERGY CONTROL PROCEDURE:**
**AFTER AN****	****	****	****OR****	****	****	****AT**
**ACCIDENT****	****	****	****	****     LEAST**
**	****	****  ****	****	****	****	****	****ANNUALLY**

- LOCKOUT/TAGOUT
-          REVIEW

## TO CORRECT ANY DEFICIENCIES

REVIEW OF EACH AUTHORIZED EMPLOYEE’S RESPONSIBILITIES

**TO CORRECT ANY DEFICIENCIES**
** **
**REVIEW OF EACH AUTHORIZED EMPLOYEE’S RESPONSIBILITIES**

**PERIODIC INSPECTION (CONT)**

## REQUIREMENTS FOR GROUP LOCKOUT OR TAGOUT

**PROCEDURES SHALL AFFORD THE SAME LEVEL OF PROTECTION AS PERSONAL LOCKOUT/TAGOUT DEVICES**
**EACH AUTHORIZED EMPLOYEE SHALL AFFIX A PERSONAL LOCKOUT/TAGOUT DEVICE TO THE GROUP LOCKOUT DEVICE AND REMOVE IT WHEN THE WORK IS COMPLETE**

## SHALL INFORM EACH OTHER OF THEIR RESPECTIVE PROCEDURES

MUST INFORM ACTIVITY OF CONTRACTOR LOCKOUT/TAGOUT PROCEDURES

**SHALL INFORM EACH OTHER OF THEIR RESPECTIVE PROCEDURES**
**MUST INFORM ACTIVITY OF CONTRACTOR LOCKOUT/TAGOUT PROCEDURES**

**CONTRACTOR REQUIREMENTS**