Powerpoint presentation. Lock Out/Tagout

1. Presenter: Bruce DelGrasso

2.  Over 30 years in Safety and Risk Management
 Operations, maintenance, and production
 Construction, Infrastructure, Industry, Oil & Gas, Biotech
 Authorized OSHA Trainer
 Safety Consultant - 22 years
 National and International Clients
 Extensive experience developing and implementing safety programs
contactme@bdelgrasso.com
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3. 3
• Power sources
• What is LOTO
• Personnel, responsibilities and
requirements
• Plans, policies, and procedures
• Equipment and devices
• Special Situations
• Training
• Audits
• Questions

4. • Electrical
• Hydraulic
• Pneumatic
• Steam
• Mechanical
• Potential (Gravity)
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5. • Procedure for a safe shut down and restart of equipment
that is serviced or maintained
• Protects employees who service and maintain equipment
• Warns employees of the shut down
• 29 CFR Part 1910.147, 29 CFR Part 1910.333
• 29 CFR 1926.416 and 29 CFR 1926.417
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6. • Equipment from unexpectedly starting-up
• Co-workers from restarting equipment
• Injury and death during servicing or maintenance
of equipment
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7. • Failure to shut off equipment
• Failure to disconnect from power source
• Unexpected restarting of equipment
• Failure to clear work area before restarting
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8. Authorized Employee
•An employee who performs servicing and/or maintenance
on machines and equipment.
•Identify all energy sources
•Inform others of Lockout/Tagout in progress
•Follow the Lockout/Tagout procedures
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9. Affected Employee
•An employee who performs the duties of his or her job in an
area in which lockout is implemented and servicing and/or
maintenance operations are performed; however, the
employee does not perform the servicing and/or
maintenance on machines and equipment.
•Operate or use equipment
•Understand all Lockout/Tagout procedures
•Never remove locks or tags
•Never restart equipment with lock or tag
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10. OtherEmployees
•Are not authorized or affected employees
•Must be able to identify locks and tags
•Must be aware of Lockout/Tagout procedures
•Never remove a lock or tag
•Never restart equipment with lock/tag
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11. Energized
• Equipment is energized when it is connected to an energy
source or it contains residual or stored energy
Energy Isolating Device
• Any mechanical device that physically prevents the release
or transmission of energy
Energy Source
• Any source of electrical, mechanical, hydraulic, pneumatic,
chemical, thermal, or other energy
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12. MinorTool Changes and Adjustments
• Performed during normal production operations and they
are routine, repetitive, and integral to the use of production
equipment, are not covered by the standard
• Alternate measures of effective employee protection must
be in place
• Employer must provide effective protection for employees
in power-on (trouble-shooting) conditions
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13. If the poweris off, then a
lockout procedure is required.
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14. If both of the following conditions are met, then the
Lockout/Tagout standard does not apply to servicing
and/or maintaining cord and plug connected
equipment:
Hazardous energy sources must be controlled by
unplugging the equipment from the energy source
The plug must be under the exclusive control of the
employee performing the servicing and/or
maintenance
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15. • Step One - Prepare for shutdown
• Step Two - Shutdown equipment
• Step Three - Disconnect power source using an energy
isolating device
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16. • Step Four - Apply Lockout/Tagout devices
Only applied by authorized employees
Locks power source in “off” position
Locks must be used if equipment is capable
of being locked out
If locks cannot be used – tags must be used
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17. • Step Four…continued
Devices must be:
• Standardized
• Identifiable
• Durable
• Not used for other purposes
Limitation of tags:
• Only a warning device
• Equipment can still be started-up
• False sense of security
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18. • Step Five - Release stored energy
• Step Six - Verify machine is safe
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19. 1.Lockout of equipment will only be carried out by authorized
employees
2.Notify all affected employees that a lockout of machinery
will be taking place
3.De-energize equipment using the written equipment
specific procedures
4.Lockout the energy source in a position that will prevent
further operation of the equipment and will hold the energy-
isolating device in an off position
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20. 5.Each employee involved in the lockout will place their own
lockout device on each energy-isolating device
6.The lockout device will be fitted with a tag describing who
placed the lock on the machinery
7.The lockout device key will remain in the possession of the
employee locking out the affected equipment
8.All potentially hazardous stored or residual energy (air or
water pressure, hydraulic systems, etc.) must be
disconnected, reduced, or rendered safe, including gravity
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21. 9.Prior to servicing and/or maintenance on the affected
machinery, the lockout integrity must be verified:
a. Clear all employees from the affected equipment
b. Attempt to operate the affected equipment using
established start-up procedures
c. Return the affected equipment to the Off position
after performing the lockout integrity test
d. Make any adjustments necessary and re-evaluate the
lockout integrity
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22. 10. To restart or test the affected equipment, the following
steps to be followed:
a. Visually inspect the servicing and/or maintenance
areas
to ensure that all tools, materials, and personnel are
free
from the machinery
b. Remove all lockout devices and energize the
affected
equipment…NEVER remove another employee’s
lock
c. WARN all personnel and VERIFY area clear
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23. 10. Continued…
d. Verify that the affected equipment is operating
correctly
e. If the affected equipment is not operating correctly,
then de-energize the equipment and ensure that all
lockout devices were removed
f. To continue servicing and/or maintenance on the
affected equipment the authorized employee must
conduct a new lockout procedure
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24. • When the energy supply cannot be locked out, the
employer must use a Tagout procedure
Investigate if, in the facility's best interest, you want to
modify or replace the device to make it capable of being
locked out
• If a Tagout is used, then the employer must follow all
tagout-
related provisions of 29 CFR 1910.147
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25. • The employer must provide additional training on the
limitations of using a tag
• When a tag is attached to an energy supply, it is not
to be removed except by the person who applied it, and it
is
never to be by-passed, ignored, or otherwise defeated
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 Tags are only warning
devices and do not provide
the physical restraint of a
lock

26. • Tags must be legible and understandable by all
employees… bi-lingual, multi-lingual
• Tags and their means of attachment must be made of
materials that will withstand the environmental conditions
encountered in the workplace
• Tags must be securely attached to the energy-isolating
device
so that they cannot be detached accidentally during use
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27. • Group lockout device used when more than one person
services the equipment
• Each employee has own lock or tag
• One primary employee responsible
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28. • If a lock or tag needs to be removed and the employee
cannot be found:
Verify employee is not in facility
Make reasonable effort to contact employee
Detailed and Exacting procedure
Tell employee about removal
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29. Durability
Lockout devices must withstand the environment to which
they are exposed for the maximum duration of exposure.
Standardized
Lockout devices must be standardized according to either
color, shape, or size.
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30. Substantial
Lockout devices must be substantial enough to minimize
early or accidental removal. Locks must be substantial to
prevent removal except by excessive force of special tools
such as bolt cutters or other metal cutting tools.
Identifiable
A lock must clearly identify the employee who applied it.
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31. • Locks
• Hasps
• Circuit breaker clamps
• Switch lockout covers
• Valve lockout devices
• Tags
• Pneumatic
• Hoist
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 Steering Wheel
 Multi Breaker Cable
 Lock Out Kits
 Lock Out Stations
 Bi / Multi Lingual
 Signs
 Hydraulic
 Aviation

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37. • For Group Lockout operations, each authorized employee
must attach a personal lockout device to the group device
with the servicing and/or maintenance coordinated by one
designated employee. This designated employee is always
the last to remove his lock
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 Should the hasp not have enough
holes for the required number of
locks, insert a second hasp into
the last hole and install additional
locks on the second hasp

38. • If servicing and/or maintenance will continue forextended
periods oracross shifts, then the original lockout must be
removed by the employees who installed it, and the
incoming shift employees must complete a lockout from
the initial step to ensure continuity
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39. • Outside contractors and the on-site employer must inform
each other of their respective energy control programs;
each employer must ensure that his/her personnel comply
with the other employer's energy control program
The on-site (controlling) employer might consider training
the contractor’s employees to the site’s LOTO program,
furnish the locks and devices, and all employees follow the
site’s program and policies
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40. • Employers must provide initial training and re-training as
necessary
• Employers must certify that the training has been given
and include the employee's name and dates of training
• AUTHORIZEDemployee training must include:
a. The type and magnitude of hazardous energy
sources
present
b. The machine specific procedures needed to isolate
and
control those hazardous energy sources
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41. • AFFECTEDemployees training must include:
a. How to recognize a lockout
b. Understand the purpose of lockout
c. Never attempt to start-up or use the machinery that
has been locked out
d. Never remove or defeat a lockout / tag out
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42. • Re-training will be provided for all authorized and affected
employees whenever there is a change in job assignment,
machinery processes or a new hazard is present in the
workplace
• Re-training will be provided whenever a periodic inspection
identifies a deficiency or inadequacy in the Lockout/Tagout
program
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43. • Periodically, (at least annually), the Safety Director or
General Manager will assist Supervisors and Foremen
with
an audit of the Lockout/Tagout program (employees who
utilize the energy control procedures cannot be included
in
the audit team)
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44. • The periodic audit will be used to correct any anomalies
or inadequacies in the Lockout/Tagout program and
ensure
employees are following energy control procedures
• The periodic audit shall include an interview with the
employees utilizing the Lockout/Tagout program and
energy
control procedures and their responsibilities
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45. • The periodic inspection will be certified with the following
information:
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Date of inspection
Equipment on which the energy control
procedure was being utilized
Employees interviewed or included in
the audit
Name(s), title(s), and signature(s) of
person(s) performing the audit

46. • One lock for each worker
• Never count on another employees lockout without
verifying and installing your own lock
• Consider other sources of energy
• Follow proper lock removal steps
• Communicate with affected and other employees
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47. • Lockout/Tagout is a warning and prevention system
• Failure to perform Lockout/Tagout can kill you
• Know the six steps of Lockout/Tagout
• Never remove another employee’s lock or tag
• Develop, Train and Communicate
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48. THANK YOU FOR YOUR ATTENTION
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