The document provides definitions and procedures for lockout/tagout at Spark Science Centre. It defines key terms like lockout, tagout, and affected/authorized employees. Procedures include shutting down equipment, placing tags on controls, installing locks, blocking energy sources, and verifying isolation before work. Group lockout procedures and forms are described. Responsibilities include preparing equipment for lockout by operations and verifying isolation before work by other workers. Procedures must be documented for each piece of equipment.

1. Lockout/Tagout – Control of
Hazardous Energy
August 16, 2023

2. Objective,
Application and
Purpose

3. Objective, Application and
Purpose
Objective:
• To provide procedures for locking, tagging and trying
of equipment prior to installation of new equipment
or shutdown for servicing, repairs, tests or
adjustments of existing equipment such that
equipment may be repaired, cleaned, adjusted or
inspected safely.
Application:
• All areas where a source of energy could result in
accidental movement of equipment or other energy
source which could result in injury to persons,
property or process.

4. Lockout/Tagout
Definitions

5. DEFINITIONS
• Affected employee - Assigned to or operating a device.
• Authorized employee - Responsible for the LO/TO of
equipment.
• Capable of being locked out - has a built in LO/TO
mechanism or can be affixed.
• Energized - Contains stored/residual energy.

6. DEFINITIONS (continued)
• Energy Isolation Devices - Mechanical device that physically prevents
transmission or release of energy such as:
• Manually operated electrical circuit
breakers
• Disconnect switches
• Line valves
• Blocks

7. DEFINITIONS (continued)
• Energy sources -
• Electrical Power - Current
• Mechanical Power - Gears
• Fluid Power - Pressurized Fluids
• Gravity Power - Suspended Objects
• Pneumatic Power
• Chemical Power
• Thermal Power

8. DEFINITIONS (continued)
• Lockout - Placing a locking device on an energy isolation
device.
• Lockout device - A positive means (such as a lock) to hold
an energy isolation device in safe position. Locks used for
lock outs must be designated only for the purpose of lock
outs. Locks must be of appropriate size and design such
that it cannot be broken or tampered with.

9. DEFINITIONS (continued)
• Servicing / Maintenance - Construction, installation,
adjustment, inspecting, modification, maintenance,
servicing, cleaning, etc.
• Set-Up - Preparing a machine/equipment for normal
operation.

10. DEFINITIONS (continued)
•Tagout - Placement of Tagout device on an energy isolating
device.
•Tagout Device - Prominent warning such as a tag. Must be
used with lock or 1 additional safety measure.

11. Purpose &
Responsibilities

12. Purpose:
• To protect employees from injury caused by the sudden
start up of machines or other equipment during
maintenance or servicing
• To ensure that hazardous energy is isolated before an
employee performs an activity where unexpected
energizing could cause injury

13. Responsibilities
• Where lockout and tag out is being performed in order for a
contractor or other group to complete work on the piece of
equipment, it is the responsibility of operations personnel
to complete the initial lockout and tag out of the equipment
and properly isolate / de-energize the equipment and
communicate the purpose and status of the disconnecting
and locking out.
• Others that will perform work on the equipment have the
responsibility to review the lockout, tag out isolation and
de-energization with the operations personnel who
performed the work in order to ensure for themselves that
the equipment is safe. At that time, the contractor should
install their own locks.

14. Lockout/Tagout shall be used
when:
• A task requires an employee to bypass or remove or defeat a
safety device
• A task requires an employee to place any part of his or her
body anywhere equipment may be energized
• Authority to work on equipment must first be obtained from
the H&S Lead or his designate who will then take the
following steps to ensure that the equipment or machinery is
properly prepared for repair or maintenance.

15. Hazard Assessment
• Spark Science Centre shall identify and assess the hazards, or the
potential hazards of lockout tag out in accordance with the Hazard
Assessment Program
• The hazard assessment must include isolation and de-energization
hazards including:
1. Electrical Energy– live circuits, charged capacitors, etc.
2. Pressure Energy – pressure within piping, vessels and cavities with pieces
of equipment, etc.
3. Mechanical Energy – energy stored in springs, levers, etc.
4. Static Energy – equipment that could fall, suspended equipment, etc.
5. Dynamic Energy – energy stored in equipment that spins or rotates, Etc.
6. Chemical Energy – energy that may be released from chemicals (i.e.
chemicals that may be water or air reactive, etc.)
• SOPs shall be developed for compliance with lock-out tag out.

16. Lockout/Tagout Procedures
1. Shut down equipment as required.
2. Place "DO NOT OPERATE" tags on all necessary controls.
3. Install locks as required.
4. Block in, de-pressure and purge as required.
5. Lock control devices in the inoperative position and attach a
supplemental tag describing the work to be done and the name of
the person who installed the lock out device. Only the person who
installed the device or the operations supervisor may remove it.
6. Ensure that all hazards, pressure conditions, tension or toxic
substances have been removed or rendered safe.
7. Before starting any work, the workers who will be performing the
actual work must physically check all potential sources where
energy can be released and verify that they have been successfully
isolated (locked out, blocked, etc.). This check should be
documented on the LOTO form. Lockout locations must also be
documented on the LOTO form.

17. Lockout And Tagout Procedures
• A lockout and tagout procedure must be written for
every piece of equipment.
• That lockout tagout procedure must have an annual
review to ensure accuracy.
• Locking Out is Part of the Occupational Health and
Safety Act in all jurisdictions.

18. Group Lockout
• Each trade or group of workers must install their own locks on the
mechanical lock out device prior to the commencement of work. Such
locks shall be removed only by the worker who installed the lockout
device or in the case of an emergency, by the Manager of Operations &
H&S or their designate. In the case where a worker's lock is removed in
their absence, the worker will be informed before they start work again.
• Where group lock out is undertaken, the H&S Specialist must develop a
group lock out procedure and post it to make it readily available to
workers. The procedures must include designation of responsibilities for
two competent workers for
• Independently locking out the energy isolating devices,
• securing the keys for the locks to a key securing systems (i.e., a lock
box or other multiple lock device),
• completing the lock-out/Tag-out logbook, and
• determining that it is safe to end the group lock out after all
personal locks have been removed from the key securing system.

19. STANDARD SPARK LOCK OUT TAG
• These tags must accompany a lock out lock.
• Person applying lock must sign and date and fill in remark section.

20. Return to Operating Position
• It is the responsibility of the Locking out Employee or his/her
designate to ensure that all equipment and machinery is
ready for service and all locks, tools, etc., have been
removed before placing the equipment back into service.
Where an employee who installed the lock is unavailable
(i.e. off-shift), every reasonable effort must be made to
contact the employee (or the employee the responsibility
was transferred to) and to ensure that the
machinery/equipment can be operated safely before
removing the lock.

21. When Employee is Not There
Make every effort to find that individual.
Another employee and the Manager of Operations & H&S
must look at the situation separately and agree that
equipment is safe to operate.