Energy Isolation

1. Course No. NSTC-16 Revised: August 2012 Energy Isolation

2. Course Overview

3. Introductions • Name • Company • Position • Experience on North Slope and other industrial sites or new to Alaska

4. Administration and Safety • Emergency Procedures • Breaks, Lunches • Restrooms, Smoking • Safety Minute • Class Attendance/Roster

5. Goal • To protect employees from injury due to an unexpected release of energy during equipment maintenance and start-up.

6. Objectives • Identify hazardous energy sources in the workplace. • Identify the types of locks, devices and tags used to isolate energy sources. • Explain and follow the proper steps for implementing an energy isolation strategy. • Apply and verify energy isolation controls.

7. Course Limitations • Depending on the hazards, additional NSTC classes such as Respiratory Protection, Confined Space Entry, and Fall Protection may be required. • Specific training at the job site is required to ensure full understanding by worker(s) of risks, hazards, chemical exposure, equipment, permits, and procedures related to their specific jobs.

8. Course Limitations • This Energy Isolation (EI) Course does not qualify attendees as “competent persons.” • This course is not designed to provide instruction in the various “craft” skills (e.g., electrical, mechanical, welding, tank cleanup) which may be needed to perform energy isolation work. ASH, page 191 BP ASH, page 239

9. EI Course Modules • Module I: EI for the Affected Employee • Person whose job requires him/her to operate or use a machine or equipment being serviced or maintained under lock out or tag out OR • Person whose job requires him/her to work in an area where servicing or maintenance is being performed • Module II: EI for the Authorized Employee • Person who locks out or tags out machines or equipment to perform maintenance or servicing • May be an Operator or Worker ASH, page 189 BP ASH, pages 237-238

10. Module I: EI for the Affected Employee

11. The Energy Isolation Standard

12. Purpose • The Energy Isolation (EI) Standard establishes the minimum requirements for protecting personnel from injury due to the unexpected release of energy during equipment maintenance and startup. ASH, page 101 BP ASH, page 126

13. Energy Isolation Definition • Energy Isolation is defined as the method(s) for physically preventing the transmission of energy into an area where work is being performed. • This is done using Energy Isolation Devices. ASH, page 192 BP ASH, page 239

14. Right to Exclusive Control Every worker has the right to exclusive control over the EI associated with his work. • Physically verify each EI Device. • Physically verify “Zero Energy State.” • Physically apply their Personal Locks/Tags. ASH, page 101 BP ASH, pages 92, #15; 130, #2

15. Applicability of EI Standard • EI Standard applies to equipment that must be serviced or maintained during normal production operations, and • When a worker is required to: • Remove or bypass a guard or other safety device, • Place his/her body in an area around equipment where an accidental release of energy could result in personal injury. ASH, page 101 BP ASH, page 126

16. EI Standard Does Not Apply ASH, page 101 BP ASH, page 129 (F) • To equipment controlling pressure in a well, but does apply to all other equipment on the drilling or well servicing unit. • Other company standards may apply.

17. EI Standard Does Not Apply To minor tool changes/adjustments, if the activities meet all three of the following criteria: • It is essential for continuous operation of the equipment, AND • The work is routine, repetitive, and part of normal operation, AND • Alternate protection methods are used (example: machine guards). ASH, page 102 (A) BP ASH, page 128 (B)

18. EI Standard Does Not Apply To work on corded or plugged electrical equipment provided: • Unplugging completely isolates the equipment, and • The plug is under the Exclusive Control of the worker. ASH, pages 102 (B), 192 BP ASH, pages 128 (C), 240

19. EI Standard Does Not Apply ASH, page 102 (C) BP ASH, page 128 (D) To Hot Tap Operations PROVIDED: • It is essential that the equipment continue to operate, AND • Shutdown is impractical, AND • Documented procedures are used which include specifically designed equipment to provide proven, effective personnel protection.

20. EI Standard Does Not Apply • To work on power generation, transmission, and distribution systems. • This is an exception to Facility (Central Power Station) Electrical Lockout and Tagout for plant equipment as regulated by 29 CFR 1910.269. • Electrical energy isolation on power generation and distribution systems is accomplished using utility switching orders. ASH, page 102 (D) BP ASH, page 128 (E)

21. Energy Isolation Question Yes No Is EI required when: • Performing maintenance on a light fixture? • Replacing a light bulb?

22. Energy Sources

23. Energy Sources Definition Any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal or other energy. OSHA 1910.147 (b)

24. Energy Sources Exercise Define the type of energy your team has been assigned and give examples of where that energy can be found at your work site. ASH, pages 111-112 BP ASH, pages 126-127

25. Energy of Motion Energy of motion is present in all moving objects. • Running machinery or equipment • Loads swinging or moving • Moving vehicles and heavy equipment • Cutting actions Installing a machine block ASH, page 111 BP ASH, page 126

26. Chemical Energy Chemical energy may include toxicity, flammability, and other reactions that occur during contact with chemicals. • Chemical transfers • Flushing, neutralizing • Paints, thinners • Chemicals in piping • Biocides ASH, page 111 BP ASH, page 126

27. Radiation Radiation is a process in which energetic particles or waves travel through a medium or space. • Radioactive • X-ray • NORM • Well logging • Down-hole tools • Non-radioactive • Light • Welding • Radio waves • Lasers & microwaves ASH, page 111 BP ASH, page 127

28. Gravity Gravity is a force of attraction that pulls falling objects toward the earth. Gravity exerts a force on elevated bodies. • Lifting • Rigging equipment • Materials suspended from a crane • Working at heights • Dropped tools ASH, page 111 BP ASH, page 127

29. Potential Energy Potential energy is the energy that a body or system contains due to its position. This energy can be released (moved to a lower energy state) at any time. • Compressed springs • Counterweights • Top or movable part of a press or lifting device • Raised loads (e.g. bed on a dump truck)

30. Thermal Energy Thermal energy is produced by hot or cold temperatures or systems. • Hot Sources • Hot process piping • Steam systems • Welding, open flames • Heat recovery systems • Fired heaters • Cold Sources • Compressed gas lines • Liquid natural gas • Cryogenic liquids • Ambient temperatures ASH, page 112 BP ASH, page 127

31. Biological Energy Biological organisms present in sanitation systems and production processesare a hazardous source of energy. • Bacteria, enzymes • Other pathogens • Fungi (molds) BP ASH, page 127

32. Electrical Energy Electrical energy is the flow of an electrical charge through a conductor. • Power lines • Heat trace • Static electricity, grounding, and bonding cords • Welding cables, electrical power cords • Batteries and capacitors connected to a conductor ASH, page 111 BP ASH, page 127

33. Pressurized Energy Air or gas under pressure creates pneumatic energy and liquid under pressure creates hydraulic energy. Pressure may be active, stored, or residual. ASH, page 112 BP ASH, page 127

34. Pressure Sources • Pumping operations, gas pressure, pressure testing • Compressed air, bottled gases • Accumulators, hydraulic systems, hoses • Threaded connections • Formation pressure in downhole tools • Noise (sound pressure in decibels) ASH, page 112 BP ASH, page 127

35. Managing Hazardous Energy • Engineering Controls: Eliminate the hazard. • Administrative Controls: Control the hazard. • PPE: Protect ourselves from the hazard. • What are examples of each controlmeasure? • Which control measure is always the last line of defense? Why? What type of hazard control measure is shown here? ASH, page 112 BP ASH, page 127

36. Safe Work Practices for Affected Employees • Affected workers will be notified before energy isolation devices are applied and after they are removed. OSHA 1910.147 ( c ) (8). • Avoid areas where energy isolation work is being performed. • Do not touch or come into contact with any equipment that is locked and/or tagged out.

37. Module II: EI for the Authorized Employee

38. Energy Isolation Procedures

39. EI Procedural Requirements • Written procedures are required for all EI when more than one EI device is involved. • It is recommended that Piping & Instrument Diagrams (P&IDs) or appropriate engineering documentation be used when developing EI safe out procedures. • Procedures and changes shall be approved by First-Line Supervisor or designee. ASH, pages 107–108 BP ASH, page 130

40. EI Procedural Requirements Specific procedures shall include procedural steps unique to the equipment being isolated, such as: • Shutting down the equipment • Isolating the equipment • Locking out the equipment • Releasing any stored energy • Verifying “Zero Energy State” • Returning the equipment back to service ASH, page 107 BP ASH, page 130

41. EI Documents • Energy Isolation List (EIL) — either Master Card or separate sheet • Worker Log — either Master Card or separate sheet • Energy Isolation Safe Out Procedure as required • All documents must be completely filled out. ASH, pages 99-100; 108 BP ASH, pages 124-125; 137

42. Master Card A Master Card is an envelope used to log information, retain stubs from two-part tags, and maintain current status of the process. • It is an envelope with an EIL printed on one side and Worker Log printed on the other. • It is always maintained in a location central to the process or equipment under control. • A separate Master Card or EIL must be completed for each job. ASH, page 194 BP ASH, page 243

43. ASH, pages 99-100 BP ASH, pages 124-125

44. ASH, pages 99-100; 195 BP ASH, pages 124-125; 133-137

45. Temporary Re-Energize Procedures • Required if a part of the isolated equipment must be re-energized to ensure proper servicing or maintenance. • Notify all affected employees that part of the equipment is being temporarily removed from energy isolation. • Remove all tools and materials. • Remove any personal locks and danger tags. ASH, page 108 BP ASH, page 130

46. Temporary Re-Energize Procedures • Energize the equipment. • De-energize the equipment when proper servicing or maintenance is completed. • Reapply the energy isolation / safe out procedure. • Notify all affected employees that equipment has been returned to energy isolation. ASH, page 108 BP ASH, page 130

47. What Is Lockout?

48. Lockout Definition • Lockout is the placement of a lock on an energy isolating device to ensure the energy source and equipment being controlled cannot be operated. • Locks must positively identify their user. ASH, page 194 BP ASH, pages 242-243

49. Purpose of Lockout To control hazardous energy when: • It applies to the control of energy during servicing and/or maintenance of machines and equipment. • The servicing and/or maintenance occurs during normal operations. ASH, page 101 BP ASH, page 128

50. Tagout Definition • Placement of a tagout device on an energy isolating device in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed. • May be used alone if the EI device cannot be locked. OSHA 29 CFR 1910.147 (b)