An OSHA - LOTO Presentation

AN OSHA STANDARD PRESENTATION TO HELP YOU IMPROVE LOCKOUT/TAGOUT PROCEDURES
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LOCKOUT & TAGOUT HELPS KEEP WORKING WOMEN & MEN INFORMED, AWARE, AND SAFE
LOTOLOCK-OUT / TAG-OUT
29 Code of Federal Regulation
1910.147
“The Control of Hazardous Energy”
as An Isolation Control Measure
to Save Lives
Mr. Dan Abrami
CNSTR 117 - OSHA
SJCC - FALL 2016
Jacqueline Chau
Daniel Gonzalez
Adrian Keeley
[29 CFR
1910.147]

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LOTO as Regulation Naming goes ...
HOW OSHA SAFETY STANDARD LOTO IS KNOWN as
1. An Acronym: Lock-Out Tag-Out = LOTO
2. An Everyday Jargon: LockOut & TagOut
3. A Coded Federal Labor Law:
29 Code of Federal Regulation 1910.147
4. A Better Known Official Federal Labor Law:
“The Control of Hazardous Energy”

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Presentation Objectives
1.Understand the OSHA Safety Standard Lock-Out &
Tag-Out (LOTO), also known as the 29 CFR 1910.147 -
“The Control of Hazardous Energy” in the General
Industry by utilizing Lock-Out & Tag-Out Procedure
as specified in the Departmental Energy Control
Program(ECP) to isolate Hazardous Energy at its
Energy Isolation Point to ensure Zero Energy State
(ZES) BEFORE performing Maintenance work on or
around machineries.
• Understand how OSHA Safety Standard LOTO applies
to other Industries such as the Power & Utility
Industry as specified in the 29 CFR 1910.269, and the
Electrical Maintenance Industry as specified in the
29 CFR 1910.333.
• Understand the Main Causes behind the becoming of
the OSHA Safety Standard LOTO as the Isolation
Control Measure through the effective use of Lock-Out
& Tag-Out Devices to save worker’s live.
[29 CFR
1910.147]

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Presentation Outline
THE CONTROL OF HAZARDOUS ENERGY using LOCKOUT & TAGOUT (LOTO)
• An introduction to “the Control of Hazardous
Energy” in the General Industry by using Lockout &
Tagout (LOTO) as an Isolation Control Measure in
perspective to the causes surrounding the making &
issuing of the LOTO Regulation, by looking at OSHA’s
Fatal 5 Violations and the Hierarchy of Hazard
Controls.
• A brief introduction to relevant OSHA Safety Standards
Lockout & Tagout in other Servicing Maintenance
Industries, such as:
- Power & Utility [29 CFR 1910.269]
- Electrical System [29 CFR 1910.333]
- Hydraulic System []
- Pneumatic System []
- Construction []
- Chemical []
- Gas & Oil []
[29 CFR
1910.147]

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Purpose of Lock-Out & Tag-Out
1. To prevent the unexpected start-up or the release of
Residual Energy.
2. To reduce the number of Fatalities and Injuries per
OSHA LOTO Fatal 5.
3. To establish an Energy Control Program (ECP) and
Lock-Out & Tag-Out (LOTO) Procedures for
“The Controll of Hazardous Energy”.
[29 CFR
1910.147]
OSHA Fatal 5

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LOTO within Respect of
the Hierarchy of Controls
4. Isolation Control
(separate the Hazard timely as needed)
1. Protective Personal Equipment (PPE) Control
(provide Uniform, Gloves, Goggles, Wristband, Footwear, etc.)
2. Administrative Control
(install Warning Signs, rotate Shifts, etc.)
3. Engineering Control
(redesign mechanical components, e.g. sawguard)
5. Substitution Control
(replace with Safer Alternatives)
6.
Elimination
Control
(remove completely)
4. Isolation Control
(separate the Hazard timely as needed)
Consider the
Hierarchy of
Hazard Controls
from the Bottom
up as
Measurement in
Controlling
Hazardous Energy.
Do not choose a
Control Method
simply because
it is easy & fast
to implement.
[29 CFR
1910.147]

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LOTO as an Isolation Control Measure
to Save Costs
The Goal of the Lock-Out & Tag-Out (LOTO) Procedure is
to obtain the Zero Energy State (ZES) of Machineries
or Equipments to be serviced on. Its Success translates to
Zero Accident; that in turn translates to Zero Cost --
at the least.
000

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[29 CFR
1910.147]OSHA’s LOTO Fatal 5 *
MAIN CAUSES BEHIND OSHA SAFETY STANDARD LOTO BECAME
A FEDERAL LABOR LAW
1. 80% Failure to turn off
an operating equipment
2. 10% Accidental restart of
machinery by others
3. 5% Failure to also disconnect
from power source, not just
from an ON/OFF switch
4. 5% Failure to drain device’s or
capacitor’s Residual Energy
5. 1% Failure to clear work areas
before restarting machine
* OSHA’s LOTO Fatal 5 are preventable with LockOut & TagOut Procedure

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Hazardous Energy Sources
must be Lock-Out & Tag-out
Many Energy Sources can be turned off.
Be certain to wait for the complete draining of the Residual Energy before
begin your servicing maintenance work.
To Identify Energy Sources:
1. Consider ALL Energy Sources
2. Identify Energy Type & Magnitude
3. Remember to include ALL Form of Energy
(Residual/Potential/Kinetic)
4. When in doubt, verify!
[29 CFR
1910.147]
OSHA Fatal 5

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OSHA - 29 CFR 1910.147
“THE CONTROL OF HAZARDOUS ENERGY”
(also known as LockOut TagOut or LOTO)
(a) “... covers the servicing and maintenance of machines and
equipment in which the unexpected start-up or the release of
stored energy could cause injury to employees.”
[29 CFR
1910.147]

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LOTO Practice within
the Power & Utility Industry
as specified in OSHA - 29 CFR 1910.269
ELECTRIC POWER GENERATION, TRANSMISSION,
AND DISTRIBUTION
(d) “... applies to the use of LOTO Procedures for the control of energy sources in the
installations of electric power generation, including related equipment for
communication or metering.”
(m) “... applies to the de-energizing of transmission and distribution lines & equipment.”
[29 CFR
1910.269]

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LOTO Practice within
the Electrical Maintenance Industry
as specified in OSHA - 29 CFR 1910.333
SELECTION & USE OF
ELECTRICAL-SAFETY WORK-PRACTICES
(b) (2) "Lockout and Tagging." While any employee is exposed to contact with parts of
fixed electric equipment or circuits which have been deenergized, the circuits energizing
the parts shall be locked out or tagged or both in accordance with the requirements of
this paragraph. The requirements shall be followed in the order in which they are
presented (i.e., paragraph (b)(2)(i) first, then paragraph (b)(2)(ii), etc.).
Note 1: As used in this section, fixed equipment refers to equipment fastened in place or
connected by permanent wiring methods.
Note 2: Lockout and tagging procedures that comply with paragraphs (c) through (f) of
1910.147 will also be deemed to comply with paragraph (b)(2) of this section provided
that:
[1] The procedures address the electrical safety hazards covered by this Subpart; and
[2] The procedures also incorporate the requirements of paragraphs (b)(2)(iii)(D) and (b)
(2)(iv)(B) of this section.
[29 CFR
1910.333]

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Affected LOTO Personnel
1. “Affected Employees” are those whose job requires the use
of machinery or equipment that are being under locked out
& tagged out during machine maintenance shutdown.
2. “Authorized Employees” are those who are trained and
qualified to conduct LockOut & TagOut (LOTO) Procedure on
machinery or equipment to be serviced during a machine
maintenance shutdown.
3. “Other Employees” are those who work in the area of the
locked out & tagged out machineries.
4. “Contractors” must follow on-site Lock-Out & Tag-Out
Procedure.
[29 CFR
1910.147]
ALWAYS FOLLOW LOCKOUT TAGOUTLOCKOUT TAGOUT SAVES LIVES !ALWAYS FOLLOW LOCKOUT TAGOUT

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Employer’s Responsibilities
[29 CFR
1910.147]
Before LOTO Shutdown
1. Ensure employee awareness of LockOut & TagOut Procedure as
specified in the Energy Control Program (ECP).
2. Review Energy Control Program (ECP) effectiveness periodically.
3. Document and audit LockOut & TagOut Procedure for each & every
machinery or equipment that is required Hazardous Energy Control.
4. Provide appropriate levels of LOTO training.
During LOTO Shutdown
1. Ensure the safety of the de-energization of machine or equipment
during servicing maintenance shutdown.
2. Administer appropriate discipline for any OSHA violations.
After LOTO Shutdown
1. Ensure the safety of the re-energization of machine or equipment
after servicing maintenance shutdown.
2. Administer appropriate discipline for any OSHA violations.

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Authorized Employee’s Responsibilities
During LOTO Shutdown
1. Notify Affected Employees of the Machinery Maintenance Shutdown.
2. Identify and locate machinery or equipment with potential
Hazardous Energy Sources that are required of Lock-Out & Tag-Out.
3. Perform shutdown of energized machine or equipment.
4. Perform lockout & tagout at each & every required Energy Isolation Point.
5. Ensure the safety of the de-energization of machine or equipment during
servicing maintenance shutdown by releasing ALL Residual Energy.
6. Ensure the safety of the de-energization of machine or equipment during
servicing maintenance shutdown by testing the effectiveness of the
de-energization.
7. Perform servicing maintenance on de-energized machine or equipment.
8. Clean up and inspect Work Area.
9. Clear personnel from start-up area and notify Affected Employees of
Start-Up.
10. Remove Lock-Out & Tag-Out Devices and re-energize machine or
equipment.
11. Notify Affected Employees of the completion of the Start-Up.

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Affected Employee’s Responsibilities
After LOTO Shutdown
1. Leave ALL LockOut & TagOut Devices in place.
2. Await for instructions before operating machine or equipment.
3. Verify machine or equipment is safe to operate following a LockOut &
TagOut Shutdown.
4. Follow ALL OSHA Safety Standards while operating machine or
equipment.
5. Notify Management when machine or equipment needs service or repair.
6. Attend ALL OSHA Safety Standards Meeting including LockOut &
TagOut Training and Meeting.

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Lock-Out/Tag-Out Procedure
A Guideline To A LOTO Procedure
[29 CFR
1910.147]
STEP 1
Identify Energy
Sources
STEP 2
Notify Others
of Shutdown
STEP 3
Shutdown
Equipment
STEP 4
Isolate
Equipment
STEP 5
Perform LockOut
& TagOut
STEP 6
Release ALL
Residual Energy
STEP 7
Verify Isolation
of Equipment
STEP 8
Perform Servicing
Maintenance
STEP 9
Release from
LOTO & Startup

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LOTO Devices - Locks & Tags
Lock-Out in Conjunction with Tag-Out is the Preferred
Method for Effective Hazardous Energy Control by attaching
BOTH Lock & Tag to each & every Isolation Control Point.
Locks MUST be standardized and ONLY used
for Lock-Out & Tag-Out.
Tags MUST include signature of Tag Holder
and Date of Application.

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LOTO Kits & LOTO Stations
for Group LOTO
1. Group Lock-Out device are used when MORE THAN ONE
Authorized Employees doing maintenance or repair on
the SAME equipment or machinery.
2. Machinery or equipment CANNOT be started up UNTIL
ALL Locks are removed.
3. Each Authorized Employee places and removes his/her
OWN lock.
.

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[29 CFR
1910.147]
LOTO
Safety
Posters
FOLLOW LOTO PROCEDURE

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LOTO Safety Cartoons
on Employee’s Responsibilities
LOTO Safety Meetings are
important. Attending all &
following LOTO Safety Procedure
to ensure a safe workplace.
Following all LOTO Safety Procedure
such as identify & locate all Energy
Sources & their Isolation Points as
specified in the Energy Control Program.
[29 CFR
1910.147]

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LOTO Terminologies
1. Affected Personel ABC
2. CFR Code of Federal Regulation
meaning “It’s the Law!”
3. ECP Energy Control Program
4. Energy Isolation Point ABC
5. Energy Source ABC
6. Hazardous Energy ABC
7. LOTO Lock-Out & Tag-Out
8. Residual Energy The last of the Kinetic Energy
9. Title 29 Labor Code of Federal Regulation
meaning “It’s a Labor Law!”
10. ZES Zero Energy State
[29 CFR
1910.147]

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LOTO Training Videos
https://www.youtube.com/watch?v=dX6K4jRBRe0
Published on Apr 19, 2014
A Panduit 15-min Throughout
LOTO Safety Training on “The
Control of Hazardous Energy”
Regulation.
[29 CFR 1910.147]
https://www.youtube.com/watch?v=G2ERlrWAmAE
Published on Mar 18, 2014
A Gentle Reminder to perform a
PROPER Group LockOut & TagOut to
prevent Accidents.
[29 CFR
1910.147]
https://www.youtube.com/watch?v=3xH-yLkMcYU
Published on Aug 2, 2010
OSHA Lockout Tagout
requirements are covered in
“The Control of Hazardous
Energy” Standard as specified
in the 29 CFR 1910.147.
The video covers proper
Lockout and Tagout
Procedures and written
Lockout Tagout Program
Components and
Requirements.

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Group LOTO - INCORRECT vs CORRECT
INCORRECT CORRECT
In the video, IMPROPER PROPER LockOut
LockOut & TagOut would & TagOut should have
result in Accidents. ALL Authorized
Employees’ Locks &
Tags on ALL serviced
equipments.

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LOTO Quiz - “Pass” or “No Pass”
Q 1. Is Lock-Out & Tag-Out a regulation?
A 1. Yes, it is an OSHA Safety Standards
and it is a Federal Labor Law,
known as 29 CFR 1910.147.
Q 2. What are the OSHA Violations
relevant to the issuing of “The
Control of Hazardous Energy” and
its better-known combo OSHA
given name?
A 2. What is the OSHA Fatal 5.
Q 3. What is the type of Control
Measure applied to LockOut &
TagOut? And at which level?
A 3. In the Hierarchy of Controls,
LockOut & TagOut is at level 4
OSHA Fatal 5
LOCKOUT TAGOUT IT’S THE LAW !

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LOTO’s References
1. 29 CFR 1910.147 - LOTO’s an OSHA Safety Standard
https://www.osha.gov/pls/oshaweb/owadisp.show_document?p_id=9804&p_table=STANDARDS
2. OSHA Study Guide on LOTO Energy Control Program
http://www.oshatrain.org/courses/studyguides/710studyguide.pdf
3. OSHA Fact Sheet on Lock-Out & Tag-Out (LOTO)
https://www.osha.gov/OshDoc/data_General_Facts/factsheet-lockout-tagout.pdf
4. OSHA Training Tutorial on LOTO
https://www.osha.gov/dts/osta/lototraining/tutorial/tu-overvw.html
5. Office of Environmental Health & Safety
University of Arkansas - Lock It Out / Tag It Out
http://ehs.uark.edu/PwrPt/LockOutTagOut.pdf
6. EHS Training on Lock-Out Tag-Out Authorized
http://ehs.gs-inc.com/ehsv2/loto/T1/En/html/
7. The Control of Hazarduos Energy (LOTO) Slide
http://www.slideshare.net/uncehs/the-control-of-hazardous-energy-lockout-tagout
8. An 8-Steps Training Tutorial to A Proper LOTO Slide
http://www.slideshare.net/MikeWilson20/8-stepstoensureproperlockouttagout
9. LOTO - An Authorized Employee Training Slide
http://www.slideshare.net/Tiwaricm/loto-training?next_slideshow=1
10. KRM’s Introduction to LOTO & LOTO Products
http://www.krmcorporation.com/images/download/
KRMLOTO_LOCKOUTTAGOUT_Presentation_krm_Corporation_manufacturer_supplier.pdf
[29 CFR
1910.147]

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Trainee Signature
Jacqueline Chau
date of completion
10/10/2016
with the score of
100%
Trainee Signature
Jacqueline Chau
date of completion
10/10/2016
with the score of
100%
LOTO COMPLETION CERTIFICATE
Certification of
Training
LOCKOUT/TAGOUT
29 CFR 1910.147
Trainee Signature
Jacqueline Chau
date of completion
10/10/2016
with the score of
100%
Authorized Signatures
Adrian Keeley
SJCC OSHA Training
Dan Gonzalez
Occupational Safety & Health
Administrator
General Industry Training
This document certifies that the individual below completed
the 1-hour OSHA Safety Standard Lock-Out & Tag-Out Training Course.
presents to
Jacqueline Chau

An OSHA - LOTO Presentation

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