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.

Does Not Cover

Construction, Agriculture, and Maritime Employment.

Electric Utilities.Electrical Exposures covered by

Subpart S, Electrical.Oil and Gas Well Servicing and

Drilling.

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.

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.

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.

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.

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.

General Requirements

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

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.

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.

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.

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.

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.

Written Procedures

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

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.

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:

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.

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.

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

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.

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

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.

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.

Procedures shall include:

Preparation for shutdown.

Machine or equipment shutdown.

Machine or equipment isolation.

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.

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??

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!

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.

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.