Refer to procedure to ensure method of shutdown and proper isolation points Communicate with affected employees and prepare for shut-down; Shutdown the machine/equipment using normal stopping procedure; Disconnect or isolate the machine from its hazardous energy source(s); Apply the lockout or tagout device(s) to the energy-isolating device(s); Release, restrain, or otherwise render safe all potential hazardous stored or residual energy; and if the possibility exists for re-accumulation of hazardous energy, regularly verify during the service and maintenance that such energy has not re-accumulated to hazardous levels; Verify the isolation and de-energization of the machine; Complete the servicing or maintenance required and then clear work area of all employees, tools and employees. Verify that all guards and other type of components have been restored to their original condition; Remove lockout devices and communicate with affected employees and prepare for returning the machine to service. Return machine to service and verify functionality of machine/equipment. The authorized employee shall inform affected employees that service or maintenance is required on the equipment and that it must be shut down, locked out, and tagged. If the equipment is operating, the authorized employee will shut it down using the normal shutdown procedure (i.e., depress the stop button, open the switch, close the valve, etc.) The authorized employee will lock out the energy-isolating device with their lock and attach a tag to the lock or hasp. The tag should have the name of the employee affixing the tag, and the date and time the tag was affixed. The authorized employee will ensure that stored or residual energy (such as that in capacitors, springs, elevated machine members, rotating flywheels, hydraulic systems, and air, gas, steam, or water pressure) is dissipated or restrained by methods such as grounding, repositioning, blocking, or bleeding down. The authorized employee will verify that the equipment is disconnected from the energy source. After confirming that no one is exposed to the hazardous energy source/machine, the authorized employee will verify that the equipment is isolated and residual or stored energy is dissipated/restrained by activating the start button/switch or other operating control(s), or by testing the equipment with properly operating and/or calibrated equipment (i.e., voltmeter). Following testing/verification, the authorized When the equipment is ready to be returned to service, the authorized employee should check the equipment and the immediate area to ensure that nonessential items have been removed, that all components are operationally intact, and that all guards or other protective features are restored. The authorized employee will check the work area to ensure that all personnel are safely positioned away from the equipment, and verify that the controls are in the neutral, off, or safe position. The authorized employee will remove their lockout device and associated tag, re-energize the equipment, and notify affected employees that work is complete and the equipment is ready to return to service. Clear the equipment of tools and materials and have all nonauthorized employees leave the equipment area; Remove the lockout from the energy-isolating device; Energize the equipment and proceed with testing or positioning; De-energize all systems and reapply the energy control measures. Continue service and/or maintenance activities; An authorized employee, designated by the supervisor as the group lead, shall inform affected employees that service or maintenance is required on the equipment and that it must be shutdown, locked out, and tagged. The group lead authorized employee will shut down the equipment using the normal shutdown procedures (i.e., activate the stop button, open the switch, close the valves, etc.). Specific shut-down operations should be described in the written procedure The group lead authorized employee will isolate all sources of energy (i.e., turn off the breaker, apply blind flanges on a pipe, etc.). Specific energy sources and isolation operations should be described in the written procedure. The group lead authorized employee will attach a group lock and tag on each isolation point. The group lead authorized employee will place the key to the group locks into a lockbox under the supervision of at least one other authorized employee or supervisor. The group lead authorized employee will then place their employee lock and tag on the box as well as a tag. The group lead authorized employee will also attach a tag showing that they are group lead to their lock. The group lead authorized employee will test the equipment to verify the effectiveness of the lockout device with all authorized employees involved in the lockout/tagout, if applicable. Specific test procedures should be described in the equipment-specific lockout/tagout procedure. Each authorized employee should visually inspect the isolation of the equipment and confirm zero energy, when satisfied that it is correctly and safely isolated, place their lock on the hasp/box prior to beginning work. When an authorized employee completes their work, they are responsible for removing their lock from the lockbox. When the equipment is ready to be returned to service the group lead authorized employee should check the equipment and the immediate area to ensure that nonessential items have been removed, that all components are operationally intact, and that all guards or other protective features are restored. The group lead authorized employee will check the work area to ensure that all personnel are safely positioned away from the equipment The group lead authorized employee will verify that the controls are in the neutral, off, or safe position. All authorized employees will remove their locks from the lockbox The group lead authorized employee will remove the group locks, and associated tags, remove their lock and associated tags last from the lockbox The group lead authorized employee will notify affected employees that work is completed and the equipment is ready to be returned to service. Equipment is now ready to be reenergized and verified. Personnel Changes. The arriving authorized employee's lock and tag should be applied before the departing authorized employee's lock and tag are removed. The departing personnel will inform the arriving personnel of the status of the equipment and the work in progress. Group Lockout Shift Changes. The lock and tag of at least one authorized employee on the arriving shift should be applied before the last crewmember of the departing crew removes their lock. The departing crew will inform the arriving crew of the status of the equipment and the work in progress. The arriving crew will verify zero energy before beginning work. When the authorized employee who applied the lockout devices and associated tags is not available to remove them, the devices may be removed by the authorized employee's supervisor in accordance with the process described below: Protective Materials and Hardware Locks and tags used for lockout/tagout must be easily recognizable as locks or tags used for lockout/tagout purposes. Locks must be red in color and of the same shape, or size (uniquely identifiable), this lock style must only be used for lock out purposes. Tags should be plastic; red, white, and black in color; and labeled with the words “Danger, Do Not Operate,” or equivalent. Supervisors are responsible for providing authorized employees under their supervision with locks and tags and any special chains, wedges, key blocks, adapter pins, self-locking fasteners, or other hardware required for isolating, securing, or blocking equipment from energy sources. These materials must be of durable construction and capable of withstanding the conditions in which they are placed. Locks must only be used for lock out purposes and not for any other purpose i.e. locker or tool box. Lockable Energy-Isolating Device Installation Authorized Employees and their Supervisors Equipment Specific Lockout/Tagout Training Retraining is required when: Environmental Health and Safety (EHS) Supervisors of Authorized Employees Ensure full implementation and compliance with the CU LO/TO program within their area of supervision. Complete annual audits/reviews of each employee performing a lock out, this task may be delegated to another authorized employee. Participate in LO/TO training. Ensure that all authorized employees under their supervision participate in general LO/TO training. Provide authorized employees with equipment-specific, written LO/TO procedures and training; maintain associated records. Review and approve all equipment-specific LO/TO written procedures before use and annually thereafter; maintain associated records. Provide authorized employees with the necessary LO/TO equipment, such as locks and tags, chains, wedges, blank flanges, key blocks, adapter pins, selflocking fasteners, or other hardware as required by the written procedure for isolating, securing, blocking, or dissipating energy sources on a specific piece of equipment. Remove lockout/tagout devices of employees under their supervision when necessary. Investigate and report any lockout/tagout accidents or near misses to EHS. Coordinate implementation of supplemental LO/TO procedures, such as group LO/TO, contractor CU LO/TO, shift or personnel changes, and removal of another employee’s lock/tag. Facilities Management Department Alignment of lasers is exempt, provided that appropriate PPE (eye protection and skin protection, when necessary) is worn by all persons in the room. Hot tap operations performed on pressurized transmission or distribution systems for gas, steam, water, or petroleum products are exempt, provided that the supervisor can demonstrate: Ignition Key Control Motorized equipment (automobile, tractor, mowers, forklift, etc.) is exempt during repair or service, provided that the operator has the only key on their body the engine is shut-off, the brake is set, and a tag is attached to the steering wheel. If energization is possible even with the key removed, the negative battery cable must also be disconnected prior to commencing service or maintenance work. Where applicable, motorized equipment must also be isolated from other hazardous energy sources (i.e., hydraulic oil pressure, mechanical, blocking of equipment to prevent equipment from falling, etc.).