Presented by: Gene Herndon, Trindel Insurance Fund Safety Officer trindel tifsfty@trindel 530894-2027

1. Presented by:Gene Herndon, Trindel Insurance Fund Safety Officerwww.trindel.orgtifsfty@trindel.org530894-2027 Trindel Insurance Fund Lock Out Tag Out (LOTO) Procedure Training

2. Why is Lock Out/Tag Out Procedure Important? • Prevents the unexpected machine start-up or release of stored energy. • Use of lock/block out devices or tags… • Protects from employees injury & death.

3. Some Definitions • Affected employee • Person operating working in area where work is performed under lockout tagout. • Authorized employee • Employee who locks out or tags out machine to perform maintenance, cleaning or adjustment. • Locked out • Devices, methods, or procedures that isolate prime movers and/or any hazardous energy sources

4. More Definitions • Prime mover • Source of mechanical power for a machine • Tag out • Card or tag used to identify a hazard • Block • Device to prevent inadvertent falling, movement or rotation. • Blind • Metal disc placed in pipe to insure no flow of gas, steam or liquid

5. Hazardous Energy Sources • Electrical • Mechanical (i.e. motors, drive belts) • Chemical (i.e. natural gas, propane) • Thermal • Pneumatic • Hydraulic

6. Equipment Survey • Locate and identify sources of energy • Identify energy type and magnitude • Done through visual inspections, drawings and equipment manuals

7. Equipment Specific Lock Out/Tag Out • Equipment Specific Lock Out/Tag Out procedures for each machine must be completed by the supervisor and/or the authorized employee. • All equipment specific procedures must be easily accessible or posted directly on the equipment.

8. Lock Out/Tag Out ProgramEquipment Specific Procedures Procedures must be updated when: • New equipment is installed; or • New energy sources are added to a facility or individual equipment; or • Magnitude of an energy source changes; or • Designated isolation points change.

9. Lock Out/Tag Out ProgramEquipment • Lock out • Lock and key. • Chains, or other hardware, • Used with the lock to isolate the energy source.

10. Lock Out/Tag Out ProgramEquipment • One key will be issued to the authorized employee applying the lock. • Additional keys will only be used to remove locks in the event the abandoned lock procedure must be implemented.

11. Lock Out/Tag Out ProgramEquipment • Locks & Devices used only for controlling energy • Must NOT be used for any other purposes.

12. Lock Out/Tag Out ProgramEquipment • Lock Out devices must be durable • Tag Out devices must be constructed & printed so they do not deteriorate or become illegible; • Lock Out/Tag Out devices must be standardized by color, shape or size; • Lock Out/Tag Out devices must be substantial enough to prevent early or accidental removal.

13. Lock Out/Tag Out ProgramEquipment • Tag Out devices must include a wording such as: DO NOT START, DO NOT OPEN, DO NOT CLOSE, DO NOT ENERGIZE, DO NOT OPERATE, etc. • Tag Out devices must have standardized print and format.

14. Lock Out/Tag Out ProgramEquipment • An approved warning tag will accompany all lockouts. • The warning tag will be attached directly to the lockout device by a nylon tie.

15. Required Tag Out Device Information • Name of authorized employee who locked out equipment; • Authorized employee’s radio or phone number, including contractors; • Date and time of lockout; and • Brief description of work being performed.

16. Lock Out/Tag Out ProgramApplication of Devices • Use valve covers, plug locks, etc. if the lock can’t be placed directly on the energy control. • When Lock Out is used, every employee in the work crew must attach their personal lock.

17. Lock Out/Tag Out ProgramProcedures • Preparation for shutdown • Shutting down the equipment • Equipment isolation • Application of Lock Out/Tag Out devices • Release of stored energy • Verifying equipment isolation • Restart machine

18. Lock Out/Tag Out ProgramPrep For Shutdown • Know the types and amounts of energy that power specific equipment. • Know and understand all energy flow through the machine. • Know how the energy can be controlled. • When in doubt ask!

19. Lock Out/Tag Out ProgramShutting Down Equipment • Notify ALL affected employees that Lock Out Tag/Out is being used and why. • Shut the equipment down using operating controls. • Follow proper procedure for the equipment to avoid endangering anyone during the shutdown.

20. Lock Out/Tag Out ProgramEnergy Isolation • Lock Out & Tag Out energy isolating sources with assigned locks and tags. Usually requires locking out electrical disconnect. • Be sure to isolate ALL energy sources (secondary as well as primary).

21. Verifying Equipment Isolation • Make certain all dangerous areas are clear of personnel. • Verify that the equipment cannot be turned to the “on” position. • Press all “start” buttons and activating controls on the equipment. • Return all controls to the “off” position after certain that Lock Out is effective.

22. Lock Out/Tag Out ProgramRelease of Stored Energy • Inspect the system to make sure all parts have stopped moving. • Disperse stored energy (springs, hydraulic systems, air, gas, water pressure, or steam). • If stored energy can build up again, monitor it to make certain it stays below hazardous levels.

23. Removing Lock Out/Tag Out Devices/Restoring Equipment • Make certain everyone is clear of the equipment. • Notify affected employees of restart • Verify that all tools have been removed and all guards reinstalled. • Remove Lock Out/Tag Out devices. Each device must be removed by the person who put it on. • Energize equipment.

24. Lock Out/Tag Out ProgramTroubleshooting • Remove all tools & personnel from the area. • Notify affected employees of impending re-energization. • Authorized employees remove the Lock Out device but MUST leave tag in place. • Energize equipment. • When finished, de-energize & reapply Lock Out device.

25. Lock Out/Tag Out ProgramAbandoned Lock Procedure • Verify authorized employee has left the worksite & notify them that their lock is being removed. • Lock Out/Tag Out devices may ONLY be removed if supervisor is present & authorizes removal. • After all communication attempts are complete & the equipment has been inspected, energy can be restored.

26. Exceptions • Work on cord & plug equipment IF it is unplugged, the plug remains within arms reach during servicing and authorized employee has exclusive control of the plug. • If guards aren’t removed or bypassed & are effective in preventing worker exposure to hazards created by the unexpected energization or start up of machines or equipment, or the release of energy.

27. Lock Out/Tag Out ProgramSupervisor’s Responsibilities • Complete equipment specific Lock Out/Tag Out procedures; • Conduct annual & periodic inspections; • Keep a list of authorized employees; • Issue Lock Out/Tag Out devices to employees; • Ensure all affected employees are properly trained on Lock Out/Tag Out procedures; • Enforce compliance with Lock Out/Tag Out program; and • Provide employees with copies of the Lock Out/Tag Out Program upon request.

28. Authorized Employee Responsibilities • Attend Lock Out/Tag Out Training; • Follow all Lock Out/Tag Out procedures; • Assist supervisor’s in completing equipment specific Lock Out/Tag Out procedures; • Notify all affected employees of Lock Out/Tag Out activities. • When in doubt, Ask your supervisor!

29. Lock Out/Tag Out ProgramTraining • Supervisors • All Authorized Employees • All Affected Employees

30. Lock Out/Tag Out ProgramRe-Training • Change in authorized employee’s job assignments or job area that contains sources of hazardous energy; • Change in machines, equipment or process that presents a new hazard; • Change in energy control procedures; • Need for refresher training found during periodic inspections; and/or • Employer believes there are deviations from, or inadequacies in, the employee’s knowledge or use of Lock Out/Tag Out procedures.