OSHA Lockout / Tagout Rule

1910 Subpart J – General
Environmental Controls
---
1910.147 – Control of
Hazardous Energy
© Echelon Environmental, LLC 2019

The Echelon School of Environmental,
Health and Safety Management

The Safety Manager’s
Facility Compliance Course

What we will
cover in this
section

Control of Hazardous
Energy
.
(aka Lockout/Tagout)

What’s in this Lesson?
Requirements for the use of Lockout / Tagout
procedures during the maintenance and
servicing of certain types of equipment.

Purpose:
Establishes the requirements
and procedures for protecting
employees from unexpected
startup of machinery and
equipment

General Scope:
This is OSHA’s rule that
establishes minimum
performance requirements
for the servicing and
maintenance of machines
and equipment where
unexpected startup could
injure employees.

Applicability:
• These rules apply to
businesses where employees
can be affected by the
inadvertent activation of
equipment during
maintenance.
• If any part of his body into an
area on a piece of equipment
where an associated danger
zone exists during a machine
operating cycle.

Purpose:
The “Lockout/Tagout” rules
require employers to
establish a LOTO Program
and ensure the prevention
of unexpected startups
which could endanger
employees.

Exceptions:
• Construction and agriculture
employment;
• Employment covered by parts 1915,
1917, and 1918 of this title;
• Installations under the exclusive control
of electric utilities for the purpose of
power generation, transmission and
distribution, including related
equipment for communication or
metering;

Exceptions:
• Exposure to electrical hazards from work
on, near, or with conductors or
equipment in electric-utilization
installations, which is covered by
subpart S of this part; and
• Oil and gas well drilling and servicing.

Degree of
Difficulty

Degree of
Difficulty
4 out of 5

Degree of
Difficulty
4 out of 5 Written Plan, Employee
Roles, Inspections, etc.

Compliance Elements of a
Lockout/Tagout Program

(1) Energy Control
Program

(1) Energy
Control
Program
•Establish a written Energy
Control Program that includes
employee training and
inspections.
•Goal is to prevent employee
injury by rendering equipment
inoperative during
maintenance.

(2) Equipment Lockout

(2)
Equipment
Lockout
•If a piece of equipment has an
“energy isolating device” that
can accept a lock, then the
equipment must be locked out
to prevent activation.

(3) Equipment Tagout

(3)
Equipment
Tagout
•If a piece of equipment does
not have an “energy isolating
device” that can accept a lock,
it must be tagged out, but must
provide “full employee
protection” that include
additional energy isolating
measures.

(4) Energy Control
Procedures

(4) Energy
Control
Procedures
•Documented procedures must
be developed and used by
employees.

(5) Protective Materials
and Hardware

(5) Protective
Materials and
Hardware
•The employer must provide
hardware for LOTO purposes
that is durable, standardized,
substantial, and identifiable.

(6) Periodic Inspections

(6) Periodic
Inspections
•At least annually, the energy
control procedure shall be
inspected to ensure the
procedures are being followed
•Several requirements listed for
the inspections.

(7) Employee Training
and Communications

(7) Employee
Training and
Communications
The employer shall certify that all
employees involved in the LOTO
plan are trained in Lockout and
Tagout procedures and that they
are able to implement LOTO
activities.

(8) Employee Re-training

(8) Employee
Re-training
Employees shall be re-trained
when job assignments change,
new equipment is acquired,
when inspections indicate the
need, and when the LOTO plan is
changed.

(9) Energy Isolation

(9) Energy
Isolation
Only authorized employees are
allowed to perform LOTO on
equipment

(10) Notification of
Employees

(10)
Notification of
Employees
Any affected employees shall be
notified when LOTO devices are
applied to and removed from
equipment in the areas they are
working.

(11) Application of
Energy Controls

(11)
Application of
Energy
Controls
The procedures of energy control
shall be conducted in a specific
manner and in a specific
sequence, as indicated in this
section of the rule.

(12) Release from
Control

(12) Release
from Control
Before the removal of LOTO
devices and activation of the
equipment, the authorized
employee must take several
measures to ensure that it is safe
to do so.

(13) Testing or
Repositioning Equipment

(13)
Testing or
Repositioning
Equipment
When LOTO devices must be
removed to temporarily test or
reposition some components of
the equipment, a specific
sequence of actions must be
followed.

(14) Contractor
Involvement in LOTO

(14)
Contractor
Involvement
in LOTO
When outside contractors are
involved in your LOTO
procedures, they must be
informed of the procedures and
their employer must ensure that
the contractor personnel
understand and abide by the
LOTO procedures.

(15) Group LOTO

(15) Group
LOTO
When several teams of
personnel are working on the
same equipment, a group LO or
TO device shall be used, and the
activities for that device shall be
coordinated by one authorized
employee.

(16) Shift or Personnel
Changes

(16) Shift or
Personnel
Changes
The continuity of LOTO
protection must be maintained
during shift or personnel
changes. Procedures must be
developed to ensure the orderly
transfer of responsibility for
LOTO protection for all involved
employees.

Go and Do This:
Now that you know
what the Lockout /
Tagout Rule requires,
it’s up to you get out
and make it happen.

This slide deck was extracted from
the Safety Manager’s Facility
Compliance Course.
For access to Two Free
Sections from the course...

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OSHA Lockout / Tagout Rule

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