Osha Lockout Tagout


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  • LOTO WEBCAST: LOTO WaltS [Short] 4-16-08.ppt Walt Siegfried - Short Presentation Q:VertexTASK ORDER 42 and 50TASK ORDER 50 DISTANCE LEARNINGWEBCAST_LOTO BRIEF INTRODUCTION TOPICS to be addressed: Why do a Manual? OSHA performed a Look-Back Review – Regulatory Flexibility Act Substantial non-compliance & compliance assistance is necessary Up-date LOTO directive STD 1-7.3 How can this help you? What are some key policy issues? How may you use this Manual?
  • Osha Lockout Tagout

    1. 1. The Control of Hazardous Energy - Enforcement Policy & Inspection Procedures OSHA INSTRUCTION CPL 02-00-147 Walt Siegfried CSP, MS Office of General Industry Enforcement Occupational Safety & Health Administration
    2. 2. WHY THE MANUAL? <ul><li>Paramount importance!!! </li></ul><ul><li>Unless it’s essential, eliminate exposure to hazardous areas </li></ul><ul><li>Techniques to avoid exposure: </li></ul><ul><ul><li>Interview in safe locations </li></ul></ul><ul><ul><li>Photograph from a safe location </li></ul></ul><ul><ul><li>Use engineering drawings in lieu of direct measurement </li></ul></ul>CSHO SAFETY <ul><ul><li>WHEN IN DOUBT </li></ul></ul><ul><ul><li>STAY OUT! </li></ul></ul>CPL 02-00-147 Chapter 2 Section I
    3. 3. SAFE PRACTICES <ul><li>If CSHOs must inspect areas with hazardous energy exposure, they are outside personnel </li></ul><ul><ul><li>Paragraph 1910.147(f)(2) applies </li></ul></ul><ul><ul><li>Do not shutdown or isolate machinery </li></ul></ul><ul><ul><li>On-site procedure training & communication </li></ul></ul><ul><ul><li>Group LOTO – apply LOTO device </li></ul></ul><ul><ul><li>Witness verification of isolation </li></ul></ul>
    4. 4. WHY A MANUAL? <ul><li>Frequently cited standards </li></ul><ul><ul><li>392 Federal fatality inspections w/ 1910.147 violations (10/02 – 9/07) </li></ul></ul><ul><ul><li>3 rd most cited 1910 standard (2007) </li></ul></ul><ul><li>Establish uniform inspection procedures </li></ul><ul><li>Consolidate energy control policy </li></ul>
    5. 5. HOW CAN THE MANUAL HELP YOU? <ul><li>Understand how to integrate & apply hazardous energy control standards </li></ul><ul><ul><li>1910.147 (LOTO), including the </li></ul></ul><ul><ul><ul><li>minor servicing exception </li></ul></ul></ul><ul><ul><li>1910, Subpart O (machine guarding) </li></ul></ul><ul><ul><li>1910.332 & 1910.333 (electrical) </li></ul></ul><ul><ul><li>Vertical LOTO provisions (such as permit-required confined space) </li></ul></ul>
    6. 6. HYDRAULIC PRESS EXAMPLE <ul><li>Hazardous energy control steps may involve… </li></ul><ul><ul><li>Lockout (safety blocks, disconnect switch, hydraulic valve), </li></ul></ul><ul><ul><li>Safeguarding (2-hand control), and/or </li></ul></ul><ul><ul><li>Electrical safe work practices </li></ul></ul><ul><ul><li>(by a qualified electrical person) </li></ul></ul><ul><li>… depending on the servicing/maintenance task. </li></ul>
    7. 7. SUPPLEMENTAL ASPECT <ul><li>1910.147 procedure & training provisions supplement other vertical LOTO standards to the extent that they are not regulated by the specific LOTO provision </li></ul><ul><li>Some other standards that have LOTO requirements: </li></ul><ul><ul><li>1910.146 - Permit-required confined spaces </li></ul></ul><ul><ul><li>1910.179 - Cranes </li></ul></ul><ul><ul><li>1910.217 - Mechanical power presses </li></ul></ul><ul><ul><li>1910.268 - Telecommunications </li></ul></ul><ul><ul><li>1910.272 - Grain handling </li></ul></ul>
    8. 8. HOW CAN IT HELP? <ul><li>Links key interpretations/legal decisions </li></ul><ul><ul><li>Addresses enforcement strategies - e.g., unexpected energization or startup </li></ul></ul><ul><li>Multi-employer policy scenarios </li></ul><ul><ul><li>IBP, Inc. Court of Appeals decision – consult SOL </li></ul></ul><ul><li>Affirmative defense scenarios </li></ul><ul><ul><li>Unpreventable employee misconduct and isolated instance; foreman misconduct; greater hazard; impossibility </li></ul></ul><ul><li>Citation examples </li></ul>CPL 02-00-147 Chapter 3 Section I
    9. 9. KEY DEFINITIONS <ul><li>Hazardous Energy - Energy that could cause injury to employees </li></ul><ul><li>Servicing and/or Maintenance - Timken Company OSHRC decision note </li></ul><ul><ul><li>Equipment that functions separately is not part of the same equipment </li></ul></ul>CPL 02-00-147 Chapter 1 Section IX p. 1-14
    10. 10. KEY DEFINITIONS (cont.) <ul><li>Authorized Employee: Employee who performs equipment service/maintenance or implements these procedures, including: </li></ul><ul><ul><li>Performing energy isolation </li></ul></ul><ul><ul><li>Implementing LOTO on equipment </li></ul></ul><ul><ul><li>Dissipating stored energy </li></ul></ul><ul><ul><li>Verifying isolation </li></ul></ul><ul><ul><li>Implementing actions to release LOTO </li></ul></ul><ul><ul><li>Testing or positioning equipment components </li></ul></ul>
    11. 11. POLICY ISSUES <ul><li>Scope & application </li></ul><ul><li>Energy control programs </li></ul><ul><ul><li>Tagout programs </li></ul></ul><ul><li>Specific procedures </li></ul><ul><li>Periodic inspections </li></ul><ul><li>Group LOTO </li></ul><ul><li>Vehicles </li></ul><ul><li>Alternatives </li></ul>
    12. 12. SCOPE & APPLICATION <ul><li>Normal production operations : Utilization of equipment to perform its intended production function </li></ul><ul><ul><li>Usually covered by Subpart O </li></ul></ul><ul><li>1910.147 covers the control of energy during machine servicing/maintenance where injury may result </li></ul><ul><ul><li>Both potential & kinetic energy </li></ul></ul>CPL 02-00-147 Chapter 3 Section II p. 3-2
    13. 13. ENERGY CONTROL PROCEDURES <ul><li>Control procedures must provide: </li></ul><ul><li>Sufficient detail and </li></ul><ul><li>Specific guidance for the energy control steps so that authorized employees clearly understand how to safely utilize control measures for the machine being serviced/maintained. </li></ul>CPL 02-00-147 Chapter 3 Section IX p. 3-39 ABC Co. Energy Control Procedure Purpose ______________________________________________________________________________ Compliance with this program ______________________________________________________________________________ Sequence of Lockout (1)__________________________________________________
    14. 14. SPECIFIC PROCEDURES <ul><li>OSHA retained the word specific in the final rule because overgeneralization does not provide employees with sufficient information to effectively control hazardous energy. </li></ul><ul><li>Generic procedures alone are unacceptable </li></ul><ul><li>Work permits, checklists, placards may be used to supplement generic procedures </li></ul>
    15. 15. PROCEDURE GROUPING <ul><li>Similar machines/equipment may be grouped if they are listed in the procedure scope & all have the same or similar control steps to: </li></ul><ul><ul><li>Shut down, isolate, block, secure & dissipate stored energy </li></ul></ul><ul><ul><li>Place, remove & transfer LOTO devices & responsibility for them </li></ul></ul><ul><ul><li>Test a machine/equipment to determine & verify effectiveness of control measures </li></ul></ul>
    16. 16. PERIODIC INSPECTION COMPONENTS <ul><li>Periodic inspection of each procedure (annually) </li></ul><ul><li>Review employee responsibilities – Observe & interview </li></ul><ul><ul><li>Authorized employees for LO </li></ul></ul><ul><ul><li>Authorized & affected employees for TO </li></ul></ul><ul><li>Purpose is to verify </li></ul><ul><ul><li>Procedure steps are followed </li></ul></ul><ul><ul><li>Employees know their responsibilities </li></ul></ul><ul><ul><li>Procedure is adequate </li></ul></ul>CPL 02-00-147 Chapter 3 Section XVII p. 3-65
    17. 17. STREAMLINED PROCESS <ul><li>Inspect a representative # of employees implementing the procedure </li></ul><ul><li>Perform supplemental review with remainder of employees </li></ul><ul><ul><li>Used for same or similar machines/equipment that have same or similar control measures </li></ul></ul><ul><ul><li>Reviews may be performed by group meetings </li></ul></ul><ul><li>This approach is acceptable if the inspection sampling reasonably reflects hazardous energy control practices. </li></ul>
    18. 18. TYPE C GROUP LOCKOUT / TAGOUT CPL 02-00-147 Chapter 4
    19. 19. VEHICLE HAZARDOUS ENERGY CONTROL <ul><li>Vehicle servicing and maintenance activities have caused serious injury & death </li></ul><ul><li>1910.147 applies to general industry workplaces that service or maintain vehicles; such as: </li></ul><ul><ul><li>Automobiles </li></ul></ul><ul><ul><li>Trucks </li></ul></ul><ul><ul><li>Tractors </li></ul></ul><ul><ul><li>Transport vehicles </li></ul></ul><ul><ul><li>Material handling equipment </li></ul></ul>CPL 02-00-147 Chapter 3 Section III p. 3-22
    20. 20. PROGRAM FLEXIBILITY <ul><li>An energy control program is necessary; however, due to nature & unique aspect of vehicle maintenance, the energy control measures must be tailored to the workplace. </li></ul><ul><ul><li>For example, sole control of ignition key may provide protection in some, but not all, situations. </li></ul></ul>
    21. 21. LOTO ALTERNATIVES <ul><li>Machine guarding </li></ul><ul><li>Cord & plug-connected equipment </li></ul><ul><li>Control circuitry (variances) </li></ul><ul><li>Other abatement methods </li></ul>CPL 02-00-147 Chapter 2 Section IV p. 2-15
    22. 22. MINOR SERVICING EXCEPTION <ul><li>Limited exception! </li></ul><ul><li>Work is minor in nature </li></ul><ul><li>Routine & r epetitive </li></ul><ul><li>Performed during normal production operations </li></ul><ul><li>Integral to the use of the equipment for production </li></ul><ul><li>Work is performed using alternative methods which provide effective protection </li></ul>CPL 02-00-147 Chapter 3 Section IV p. 3-25
    23. 23. LEGAL DECISIONS <ul><li>Westvaco Corporation </li></ul><ul><ul><li>Work performed before the normal production operation (NPO) is not covered by the MSE </li></ul></ul><ul><ul><li>Setting up prepares a machine to perform its NPO and, by definition, does not occur during NPO </li></ul></ul><ul><li>Falcon Steel Co. </li></ul><ul><ul><li>Party claiming benefit of exception has burden of proving scenario falls within exception </li></ul></ul><ul><ul><li>Document specific inadequacies (e.g. injuries) with 1 or more MSE elements – i.e., to refute an employer’s claim that 1910.147 does not apply because of the exception </li></ul></ul>
    24. 24. HOW CAN YOU USE THE MANUAL? <ul><li>Protect yourself - CSHO safety practices </li></ul><ul><li>Apply enforcement policy & procedures </li></ul><ul><li>Compliment other directives - e.g., amputation NEP, slide lock directive, die-set directive </li></ul><ul><li>Link to case law, interpretation letters, CSB & NIOSH incident reports </li></ul><ul><li>Locate references (Chapter 5) </li></ul><ul><li>Education & training purposes </li></ul>
    25. 25. LEGAL SUFFICIENCY <ul><li>Prima Facie </li></ul><ul><ul><li>Cited standard is applicable </li></ul></ul><ul><ul><li>Employer failed to comply </li></ul></ul><ul><ul><li>Employees were exposed </li></ul></ul><ul><ul><li>Employer knowledge </li></ul></ul><ul><li>Apply </li></ul><ul><ul><li>Enforcement flow diagrams </li></ul></ul><ul><ul><li>Multi-employer policy </li></ul></ul><ul><ul><li>Legal decision strategies </li></ul></ul><ul><li>Refute </li></ul><ul><ul><li>Affirmative defenses </li></ul></ul><ul><ul><li>Minor servicing exception </li></ul></ul>Building an OSHA 1B Form
    26. 26. SUMMARY <ul><li>Always protect yourself </li></ul><ul><li>Use the Manual as a resource </li></ul><ul><li>Understand: that energy control standards are interrelated and how to apply them </li></ul><ul><li>Use the policy to establish violations that meet the legally sufficiency test </li></ul>