File 18445

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Lock Out Tag Out (LOTO)

BGSU

EnvironmentalHealth and Safety

July 2006

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Outline

Importance of LockOut/Tag Out (LOTO)

OSHAs Control of

Hazardous Energystandard

BGSUs LOTO

Program EH&S Assistance

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Why is LOTO important?

The Lock Out/TagOut procedureprevents theunexpected start upor release of storedenergy that couldcause injury toemployees by placing

a lock and/or warningtag on an energyisolation device.

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LOTO Program Enforcement

A violation of a University employee'sresponsibility must be reported to theemployee's immediate supervisor for

appropriate action.

A violation of a contractors responsibility

must be reported to the project manager

(or the person who hired the contractor)for appropriate action.

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Regulatory Agencies

Federal: Occupational Safety and HealthAdministration (OSHA)

State: Public Employment Risk ReductionProgram (PERRP)

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Hazardous Energy Sources

Electrical

Mechanical (i.e.motors, drive belts)

Chemical (i.e. naturalgas, propane)

Thermal

Pneumatic

Hydraulic

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OSHAs LOTO Standard29 CFR 1910.147

Requires a written energy control programthat includes defined energy controlprocedures

Requires documented employee training

Requires periodic inspections at leastannually

Requires certain equipment specifics

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BGSUs LOTO Program

Environmental Health & Safety

Responsibilities Coordinate the LOTO

program;

Training & assistancewith annual inspections;

Maintain copies ofequipment specific lock

out procedures, annualinspections & trainingrecords; and

Update & evaluate theLOTO program annually.

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BGSUs LOTO ProgramOffice of Design & Construction

Responsibilities Notify contractors to

bring their LOTO

program topreconstructionmeeting; and

Include LOTO as an

agenda item & allowcontractors & EHSdept. to discuss

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BGSUs LOTO ProgramSupervisors Responsibilities

Complete equipment specific LOTO procedures;

Conduct annual & periodic inspections;

Keep a list of authorized employees;

Issue LOTO devices to employees; Ensure all affected employees are properly

trained on LOTO procedures;

Enforce compliance with BGSUs LOTOprogram; and

Provide employees with copies of the LOTOProgram upon request.

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BGSUs LOTO ProgramAuthorized Employee Responsibilities

Attend EH & Ss required training;

Follow all LOTO procedures;

Assist supervisors in completingequipment specific LOTO procedures;

Consult supervisors when questions or

concerns arise; and Notify all affected employees of LOTO

activities.

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BGSUs LOTO ProgramContractors

Contractor & on-siteemployer mustexchange LOTO info

On-site employeesmust understand &comply with thecontractors rules.

Employees must bealert & aware of anynew types of LOTOdevices.

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BGSUs LOTO ProgramEquipment

Must be singularlyidentified;

Must be the ONLYdevices forcontrolling energy;and

Must NOT be usedfor any otherpurposes.

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LO devices must be durable & withstand theenvironment to which they are exposed. TO devicesmust be constructed & printed so they do not deteriorateor become illegible;

LO/TO devices must be standardized by color, shape orsize;

LO/TO devices must be substantial enoughto preventearly or accidental removal and removal without

excessive force.

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Lock out will beaccomplishedusing a lock and

key. Chains, orother hardware,may be used in

conjunction withthe lock to isolatethe energy source.

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One key will be issuedto the authorizedemployee applying the

lock.

Additional keys willonly be used toremove locks in theevent the abandonedlock procedure mustbe implemented.

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TO devices mustinclude a legend suchas: DO NOT START,

DO NOT OPEN, DONOT CLOSE, DONOT ENERGIZE, DONOT OPERATE, etc.

TO devices musthave standardizedprint and format.

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BGSUs LOTO ProgramRequiredTO Device Information

Name of authorized employee who lockedout equipment;

Authorized employees radio or phone

number, including contractors;

Date and time of lockout; and

Brief description of work being performed.

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An approvedwarning tag will

accompany alllockouts. Thewarning tag will beattached directly to

the lockout deviceby a nylon tie.

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If equipment must be locked out for anextended period, extended locks will beissued.

Extended locks will be distinguished assuch, including a separate tag.

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BGSUs LOTO ProgramProcedures

Preparation forshutdown

Shutting down theequipment

Equipment isolation

Application of LOTOdevices

Release of storedenergy

Verifying equipmentisolation

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BGSUs LOTO ProgramPrep For Shutdown

Know the types andamounts of energy thatpower specific equipment

Know the hazards of thatenergy

Know how the energy canbe controlled reviewequipment specific

procedures if necessary

Direct any questions toimmediate supervisor

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BGSUs LOTO ProgramShutting Down Equipment

Notify ALL affected employees that aLOTO procedure is being used and why.

Shut the equipment down using operatingcontrols.

Follow proper procedure for the equipmentto avoid endangering anyone during theshutdown.

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BGSUs LOTO ProgramEnergy Isolation

LO & TO energy isolating sources with assignedlocks and tags. Usually requires locking outelectrical disconnect.

Be sure to isolate ALL energy sources(secondary as well as primary).

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BGSUs LOTO ProgramApplication of Devices

Use valve covers,plug locks, etc. if thelock cant be placed

directly on the energycontrol.

When LO is used,every employee in the

work crew mustattach their personallock.

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BGSUs LOTO ProgramApplication of Devices

A TO system alone is not acceptable at anytime unless the equipment is not capable of

being locked out.

The tag must be placed at the same locationthat the lockout device would have beenattached, and additional measures must be

taken to ensure the level of safety isequivalent to that obtained by using a lock.

This includes: blocking of a controlling switch,removal of an isolating circuit element,

opening of an extra disconnect device, orremoval of a valve handle ONLY.

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BGSUs LOTO ProgramRelease of Stored Energy

Inspect the system tomake sure all parts havestopped moving.

Disperse stored energy

(springs, hydraulicsystems, air, gas, waterpressure, or steam).

If stored energy can build

up again, monitor it tomake certain it staysbelow hazardous levels.

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BGSUs LOTO ProgramVerifying Equipment Isolation

Make certain alldangerous areas areclear of personnel.

Verify that the equipment

cannot be turned to theon position. Press allstart buttons andactivating controls on theequipment.

Return all controls to theoff position after certainthat LO is effective.

BGSU LOTO P

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BGSUs LOTO ProgramRemoving LOTO Devices/Restoring

Equipment Safeguard all employees by making

certain everyone is clear of the equipment.

Also notify affected employees ofimpending re-energization.

Verify that all tools have been removedand all guards reinstalled.

Remove LOTO devices. Each device mustbe removed by the person who put it on.

Energize equipment.

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BGSUs LOTO ProgramTroubleshooting

Remove all tools & personnel from thearea.

Notify affected employees of impending

re-energization. Authorized employees remove the LO

device but MUST leave tag in place.

Energize equipment. When finished, de-energize & reapply LO

device.

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BGSUs LOTO ProgramShift Changes

If servicing lasts more than one shift, LOTOprotection CANNOT be interrupted.

The original authorized employee will removetheir lock & the incoming employee will placetheirs on the isolating device. If the firstemployee leaves prior to the replacementsarrival, a supervisor may place their lock on toensure safety.

The incoming authorized employee MUSTVERIFY that ALL energy sources are locked outprior to beginning work.

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BGSUs LOTO ProgramAbandoned Lock Procedure

Verify authorized employee has left the worksite& notify them that their lock is being removed.

LOTO devices may ONLY be removed if

supervisor is present & authorizes removal. After all communication attempts are complete &

the equipment has been inspected, energy canbe restored.

An abandoned lock procedure form must befilled out & filed in the Lock Shop.

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BGSUs LOTO ProgramExceptions

Work on cord & plugequipment IF it isunplugged, the plugremains within arms reachduring servicing and

authorized employee hasexclusive control of theplug.

If guards arent removed orbypassed & are effective in

preventing worker exposureto hazards created by theunexpected energization orstart up of machines orequipment, or the release of

energy.

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BGSUs LOTO ProgramEquipment Specific LOTO

Equipment Specific LOTO forms must becompleted by the supervisor and/or theauthorized employee.

All equipment specific procedures must beeasily accessible or posted directly on theequipment.

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BGSUs LOTO ProgramEquipment Specific Procedures

Procedures must be updated when:

New equipment is installed; or

New energy sources are added to a facilityor individual equipment; or

Magnitude of an energy source changes;or

Designated isolation points change.

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BGSUs LOTO ProgramEquipment Specific Exceptions

SEE HANDOUT

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BGSUs LOTO ProgramTraining

Supervisors

AuthorizedEmployees

All Affected

BGSUEmployees

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BGSUs LOTO ProgramRe-Training

Change in authorized employees job assignmentsor job area that contains sources of hazardousenergy;

Change in machines, equipment or process that

presents a new hazard; Change in energy control procedures;

Need for refresher training found during periodicinspections; and/or

Employer believes there are deviations from, orinadequacies in, the employees knowledge or useof LOTO procedures.

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BGSUs LOTO ProgramPeriodic Inspections

An inspection will be conducted at leastannually by an authorized employee notinvolved in the procedure being inspected.

The inspection will identify any deficiencies inor deviations from the program.

The supervisor must certify that the

inspections have been performed.

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BGSUs LOTO ProgramPeriodic Inspections

Where LO is used, the inspector must revieweach authorized employee's responsibilitiesunder the procedure with that employee (group

meetings are acceptable). Where TO is used, the inspector must review

BOTH the authorized and affected employee'sresponsibilities with those employees for the

energy control procedure being inspected.

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BGSUs LOTO ProgramEH&S Assistance

Our department will provide assistancewith equipment specific procedures,periodic inspections and training.

Contact Environmental Health and Safetyat 372-2171 for departmental consultation.

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More Information?

http://www.osha.gov. Occupational Safetyand Health Administration.

http://www.bgsu.edu/offices/envhs/page18446.html Bowling Green State University
http://www.osha.gov/http://www.bgsu.edu/offices/envhs/page18446.htmlhttp://www.bgsu.edu/offices/envhs/page18446.htmlhttp://www.bgsu.edu/offices/envhs/page18446.htmlhttp://www.bgsu.edu/offices/envhs/page18446.htmlhttp://www.osha.gov/

Documents

File 18445