Lock Out and Tag Out Policy

SAFETY LEADERSHIP TEAM

• Conduct a Job Safety Analysis for repair and maintenance processes.

• Provide annual training to employees affected by Lockout and tagout procedures

• Inspect energy control procedures and practices at least annually to ensure that general and specific lockout and tagout procedures are being followed.

• Inspections should be carried out by persons OTHER than those employees directly utilizing energy control procedures.

• Inspections will include a review between the inspector and each authorized employee, of that employee's responsibilities under the energy control procedure being inspected.

• Certify that periodic inspections have been performed (see RECORDKEEPING and Appendix A, LOCK OUT/TAG OUT INSPECTION FORM)

• Maintain a file of equipment, machinery, and operations that require the use of lock out/tag out procedures. The file will include the location, description, power source, and primary hazards of equipment/ machinery, a list of the primary operators/maintenance personnel, and a list of lock out/tag out equipment that is used and maintained on site.

SUPERVISORS

• Ensure that each employee and contractor engaging in work requiring locking/tagging out of energy sources understands and adheres to adopted procedures.

• Assure that employees have received training in energy control procedures prior to operating the machinery or equipment.

• Provide and maintain the necessary equipment and resources, including injury prevention signs, tags, padlocks, and seals.

EMPLOYEES

• Adhere to specific procedures as outlined in this document for all tasks that require the use of lockout and tagout procedures.

PREPARATION FOR LOCKOUT AND TAGOUT

• Make a survey to locate and identify all isolating devices to be certain which switch(es), valve(s), or other energy isolating devices apply to the equipment to be locked or tagged out. More than one energy source (electrical, mechanical, hydraulic, thermal, and chemical) may be present with a single piece of equipment.

SEQUENCE OF LOCKOUT OR TAGOUT SYSTEM PROCEDURE

• Notify affected employees that a lock out or tag out system is going to be utilized and the reason.

• The authorized employee shall know the type and magnitude of energy that the machine or equipment utilizes and shall understand the hazards thereof.

• If the machine or equipment is operating, shut it down by the normal stopping procedure (depress stop button, open toggle switch, etc.).

• Operate the switch, valve, or other energy isolating device(s) so that the equipment is isolated from it energy source(s). Stored energy (such as that in springs, elevated machine members, rotating flywheels, hydraulic systems, and air, gas, steam, or water pressure, etc.) must be dissipated or restrained by methods such as repositioning, blocking, bleeding down, etc.

• Lock out/Tag out the energy isolating devices with assigned individual lock(s) or tag(s)

• After ensuring that no personnel are exposed, and as a check on having disconnected the energy sources, operate the push button or other normal operating controls to make certain the equipment will not operate.

• CAUTION: Return operating control(s) to neutral or off position after the test.

• The equipment is now locked out or tagged out.

RESTORING MACHINES OR EQUIPMENT TO NORMAL OPERATIONS

• After the servicing and/or maintenance is complete and equipment is ready for normal production operations, check the area around the machines or equipment to ensure that no one is exposed.

• After all tools have been removed from the machine or equipment, guards have been reinstalled and employees are in the clear, remove all lockout or tagout devices. Operate the energy isolating devices to restore energy to the machine or equipment.

PROCEDURE INVOLVING MORE THAN ONE PERSON

• In the preceding steps, if more than one individual is required to lockout or tagout equipment, each shall place his/her own personal lockout and Tagout device on the energy isolating device(s). When an energy isolating device cannot accept multiple locks or tags, a multiple lockout or tagout device (hasp) may be used. If lockout is used, a single lock may be used to lockout the machine or equipment and the key placed in a lockout box or cabinet, which allows the use of multiple locks. Each employee will then use his/her own lock to secure the box or cabinet. As each person no longer needs to maintain his or her lockout protection, that person will remove his/her lock from the box or cabinet.

In situations where lockout and tagout devices must be temporarily removed from the energy isolating device and the machine or equipment energized to test or position the machine, equipment or component thereof, the following sequence of actions will be followed:

• Remove non-essential items and ensure that machine or equipment components are operationally intact.

• Notify affected employees that lockout and tagout devices have been removed and ensure that all employees have been safely positioned or removed from the area.

• Have employees who applied the lockout and tagout devices remove the lockout and tagout devices.

• Energize and proceed with testing or positioning.

• De-energize all systems and reapply energy control measures in accordance with section 5.2 of these procedures.

Where maintenance, repairing, cleaning, servicing, adjusting, or setting up operations cannot be accomplished with the prime mover or energy source disconnected, such operations may only be performed under the following conditions:

• The operating station (e.g. external control panel) where the machine may be activated must be under the control of a qualified operator at all times.

• All participants must be in clear view of the operator or in communication with each other.

• All participants must be beyond the reach of machine elements which may present a hazard.

• Where machine configuration or size requires that the operator leave the control station to install tools, and where there are machine elements, which may move rapidly, if activated, such elements must be separately locked out.

• During repair procedures where mechanical components are being adjusted or replaced, the machine shall be de-energized or disconnected from its power source.

Where maintenance, repairing, cleaning, servicing, adjusting, or setting up operations cannot be accomplished with the prime mover or energy source disconnected, such operations may only be performed under the following conditions:

• The operating station (e.g. external control panel) where the machine may be activated must be under the control of a qualified operator at all times.

• All participants must be in clear view of the operator or in communication with each other.

• All participants must be beyond the reach of machine elements which may present a hazard.

• Where machine configuration or size requires that the operator leave the control station to install tools, and where there are machine elements, which may move rapidly, if activated, such elements must be separately locked out.

• During repair procedures where mechanical components are being adjusted or replaced, the machine shall be de-energized or disconnected from its power source.

EMPLOYEE TRAINING

• Designated employees will receive annual lock out/tag out training outlined in 29CFR [Specifically 1910.147 (c)(7)(i),(ii), & (iii)]. During this training employees should be made aware of lockout and tagout procedures as well as how and why they are being used.

• Employees need to be trained to ensure that they know, understand, and follow the applicable provisions of the hazardous energy control procedures. The training must cover at least three areas: aspects of the employer’s energy control program; elements of the energy control procedure relevant to the employee’s duties or assignment; and the various requirements of the OSHA standards related to lockout and Tagout.

INSPECTION RECORDS

• Maintain inspection records.

• Human Services will complete and maintain all LOCKOUT AND TAGOUT INSPECTION FORMS.

TRAINING RECORDS

• Training records will be maintained by [position]. Records will include an outline of topics covered and a sign in sheet of those employees attending.

Inspection date:

Inspector:

Employee(s):

Machine/equipment on which the energy control procedure was being utilized:

Does employee have or have access to adequate lock out/tag out devices?

• Yes
• No
• N / A

Has employee tested the effectiveness of his/her lock out/tag out devices?

• Yes
• No
• N / A

Has employee received lockout and tagout training in the last year?

• Yes
• No
• N / A

If this is an outside contractor, has a supervisor informed him necessity for adhering to these procedures?/her of the

• Yes
• No
• N / A

Have all procedures been followed?

• Yes
• No
• N / A

Were tagouts legible and clearly displayed?

• Yes
• No
• N / A

Comments/Observations:_