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Control of Hazardous Energy (Lockout/Tagout) (126.001)

Control of Hazardous Energy (Lockout/Tagout) (126.001) - Policies, Administrative, UWMF, UWMF-wide, Safety, Utilities - Equipment Management

126.001

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UWMF SAFETY POLICIES AND PROCEDURES

Subject: Control of Hazardous Energy (lockout/ tagout) Policy and Procedures
Effective Date: 7/22/13 Approved: Mike Holman, Safety Mgr
Supersedes Policy Date: 3/02 Revision #5
Distribution: Uconnect

Reviewed


POLICY STATEMENT:
All facilities personnel and contractors are responsible for complying with the Energy Control
Policy and Procedures when servicing equipment at the UW Medical Foundation. Any
equipment, capable of releasing hazardous energy, must be properly shutdown and isolated
in accordance to established procedures before servicing. Only those who have been
properly trained are allowed to shutdown/service equipment.

OBJECTIVES:
1. To standardize methods or means of using appropriate lockout/tagout devices.
2. To prevent the unexpected energizing, start up or release of hazardous energy.
3. To prevent injuries to employees/contractors.
4. To comply with OSHA’s Control of Hazardous Energy Standard 1910.147.

DEFINITIONS:
Lockout: The placement of a lockout device on an energy-isolating device, in accordance
with the established procedure, ensuring that the energy-isolating device and equipment
being controlled cannot be operated until the lockout device is removed.

Lockout Device: A device that utilizes a positive means, such as a lock, either key or
combination type, to hold an energy-isolating device in the “Safe” or “Off” position and
prevent the energizing of equipment (Included are blank flanges or bolted slip blinds). All
lockout devices will identify the name of the person applying the lockout and be capable of
withstanding the environment to which they are exposed for the maximum period of time
that exposure is expected.

NFPA70E: is a consensus electrical standard from the National Fire Protection Association.
NFPA70E is widely recognized by the trade industry and OSHA as a credible standard for
electrical safety in the workplace.

Qualified Electrical Contractor: means a person who has received training in and has
demonstrated skills and knowledge in the construction and operation of electrical equipment
and installations and the hazards involved as defined in the current NFPA70E edition.

Tagout: The placement of the tagout device on an energy-isolating device, in accordance
with the established procedure, serves to indicate that the energy-isolating device and
equipment being controlled may not be operated until the tagout device is removed.



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Tagout Device: A prominent warning device, such as a tag and a means of attachment,
which can be securely fastened to an energy-isolating device in accordance with the
established procedure, that indicates the energy-isolating device and equipment (in the
“Safe” or “Off” position) being controlled may not be operated until the tagout device is
removed. All tagout devices must be capable of withstanding the environment to which they
are exposed for the maximum period of time that exposure is expected.

Energy Isolating Device: A mechanical device that physically prevents the transmission or
release of energy, including but not limited to the following: A manually operated electrical
circuit breaker; a disconnect switch; a manually operated switch by which the conductors of
a circuit can be disconnected from all ungrounded supply conductors, and, in addition, no
pole can be operated independently; a line valve; a block; and any similar device used to
block or isolate energy. Push buttons, selector switches and other control circuit type
devices are not energy isolating devices.

PROCEDURES:
Equipment Shutdown
1. Prepare for shutdown by reviewing the type/magnitude of energy that needs to be
isolated, its hazards and methods or means to control the energy.

2. Shutdown the equipment in accordance to the manufacturer’s recommendations.

3. Locate the energy-isolating device(s).

4. Apply the lockout or tagout device(s) to the energy-isolating device. If a tagout device is
used, the following must occur:

a) The name of the person applying the tag, date and time of the tagout must be
legibly written on the tag.

b) The tag must be secured to the energy-isolating device so that accidental or
inadvertent removal is prevented. If the tag cannot be affixed to the energy-
isolating device(s), it shall be located as close a possible to the device, in a
position that would by immediately obvious to anyone attempting to operate the
equipment.

c) Additional provisions to protect employees, such as the removal of an isolating
circuit element, blocking of a controlling switch or removal of valve handle, must
be enacted when applying tagout devices.

d) All persons must regard the tagout as if it were locked out and contact the
appropriate employee for removal, if need be, prior to operating the tagged out
equipment.

5. Relieve, disconnect, restrain or otherwise render safe all potentially stored or residual
energy. Note: If there is a possibility of re-accumulation of energy while servicing,
verification of isolation must be continued throughout the servicing or until such
accumulation no longer exists.


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6. Verify that isolation or de-energization of the equipment has been accomplished before
servicing.

Removal of lockout/tagout devices
1. Before removing lockout/tagout devices, inspect the work area for non-essential items.
Notify and keep surrounding employees at a distance and ensure all equipment
components/guarding are properly intact.

2. The employee who applied the lockout/tagout device shall remove it from the energy-
isolating device.

a. If the employee is not onsite and the lockout/ tagout device needs to be removed,
the Facilities Manager can order the removal of the device if there is verification
from the employee that the equipment has been repaired and employee is
notified.

3. When lockout/tagout devices need to be removed temporarily for testing or equipment
repositioning, the above procedures must be followed for both applying and removing
lockout/tagout devices.

Outside Contractors
1. Whenever outside servicing personnel are conducting work at the UW Medical
Foundation, the Facilities Manager or designee and contractor must inform each other
their respective lockout/tagout programs.

2. The Facilities Manager or designee will also inform Facilities personnel of the
restrictions/prohibitions of the contractor’s Lockout/Tagout Program.

Group Servicing and Lockout/Tagout
1. Whenever two Facilities employees are servicing a piece of equipment, individual
lockout/tagout devices shall be applied.

2. When three or more employees are servicing a piece of equipment, one will be assigned
primary responsibility for assessing group exposure with regard to the lockout/tagout of
the equipment. This person will also coordinate affected work forces and ensure
continuity of the protection applied.

Energized Work
1. Facilities staff will not perform work on energized equipment or panels. If there is a need
for service on an energized source that cannot be completely isolated, a qualified
electrical contractor will be hired to perform such work in accordance with the safety
requirements in the current NFPA70E edition.

SPECIFIC PROCEDURES
I. Ballast and Any other Lighting
1. Have all tools and supplies at the jobsite before starting work.
2. Inform Clinic Manager and nearby employees that you will be doing the work.
3. Turn power off at the on/off switch and make sure you know how many switches
operate the one light.

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4. Then disconnect the power and place a switch lockout device(s) at the light switch. If
the device is a sensor switch, deactivate the motion sensor inside the switch and
place a switch lockout device on the sensor switch. If sensor motion is unable to be
locked out or light does not have an obvious switch that can be isolated (i.e. night
lights, exit lights, relay lights), use lockout device on circuit breaker.
5. Use your voltage tester to double check power source to make sure that there is no
energy source to the light fixture.
6. Remove all tools and supplies when the job is completed and turn on the switch.
7. Inform the Clinic Manager and any nearby employees that the light is repaired.

II. Electrical Equipment or Instrument with Plugs (This refers to equipment that can sit on
top of a table, such as personal computers and medical equipment).
1. Have all tools and supplies at the jobsite before starting work.
2. Inform Clinic Manager and nearby employees that you will be doing the work.
3. When working on electrical equipment or instruments with plugs, you are always in
control of the plug. The plug is never out of your sight.
4. If you leave for any reason and there is the possibility that someone could use the
equipment, place a lockout device on the plug.
5. Remove all tools and supplies when the job is completed and turn on the switch.
6. Inform the Clinic Manager and any nearby employees that the equipment is repaired.

III. Air Handling Units (heat/cool)
1. Have all tools and supplies at the jobsite before starting work.
2. Inform Clinic Manager and nearby employees that you will be doing the work.
3. Turn off all power sources at the unit.
4. Lockout the power source.
5. Complete the job.
6. Remove all tools and supplies when the job is completed and turn on the switch.
7. Inform the Clinic Manager and any nearby employees that the furnace and/or air
conditioner is repaired.

IV. Servicing Compressor Motors and/or Tank or Lines
1. Have all tools and supplies at the jobsite before starting work.
2. Inform Clinic Manager and nearby employees that you will be doing the work.
3. Lockout the power source.
4. Regarding the tank or lines – bleed all air out of the system, which is the essence of
servicing the equipment.
5. Do the maintenance work.
6. Any guard that was removed should be replaced when the service is complete.
7. Remove all tools and supplies when the job is completed and turn on the switch.
8. Inform the Clinic Manager and any nearby employees that the compressor motor is
repaired.

V. Pumps, Boilers, Water and/ or Gas Lines
1. Have all tools and supplies at the jobsite before starting work.
2. Inform Clinic Manager and nearby employees that you will be doing the work.
3. Shut off and/ or isolate the energy source.
4. Regarding water or gas lines – isolate the affected line by closing valves and
bleeding out stored energy.

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5. Do the maintenance work.
6. Any guard that was removed should be replaced when the service is complete.
7. Remove all tools and supplies when the job is completed and turn open affected
valves.
8. Inform the Clinic Manager and any nearby employees that the equipment is repaired.

VI. Elevator Equipment
1. All work and service on elevator equipment will be done by the contracted vendor;
not by Facilities staff.

TRAINING
Before performing work on electrical equipment, new employees will be trained to
understand the Energy Control Policy, Lockout/Tagout Procedures and have the knowledge
and skills needed for the safe application, use and removal of energy controls. This includes
the recognition of applicable hazardous energy sources, the type and magnitude of energy
available in the workplace, and the methods and means necessary for the energy isolation
and control. Additionally, when tagout systems are used, employees will be trained to know
that tags:

 Can only be used when a lockout device cannot be applied.

 Do not provide physical restraint and are essentially warning devices.

 May provide a false sense of security.

 Must not be removed without authorization and must never be bypassed, ignored or
otherwise defeated.

 Must be legible and understandable by all employees in the area.

 Must be made of materials that will withstand environmental conditions.

 Must be securely attached to energy isolating devices so that they cannot be
inadvertently or accidentally removed.

 Must offer the same level of protection as a lockout device.

RETRAINING
Employers are required to provide retraining to maintain employee proficiency and when
introducing any new or revised control methods and procedures. Retraining will be done
annually. Retraining of authorized and affected employees also must be done when:
 There is a change in job assignments.
 A new hazard is introduced due to a change in machines, equipment or process.
 There is a change in the energy control procedures.
 A periodic inspection by the employer reveals inadequacies in the company
procedures or in the knowledge of the employees.


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NOTE: All training will be documented on the Control of Hazardous Energy (Lockout/
Tagout) Training Form (see Attachment A) and be retained by the Safety & Security
Manager.

PERIODIC INSPECTIONS
At least annually, the Safety & Security Manager will conduct inspections of energy control
procedures with each authorized Facilities Technician to ensure his/ her understanding of
the procedures and compliance with this policy (see Attachment B). A part of the
inspection will include a review of the technician’s responsibilities under the energy control
procedure being inspected. All certifications will be retained by the Safety & Security
Manager.

PROGRAM EVALUATION
Each year, the Energy Control Policy and Procedures will be evaluated to ensure it includes
accurate and up-to-date information that complies with the OSHA standard and offers the
best controls possible to guard against the unwanted release of energy. Additional, all
appropriate Facilities staff will be competency tested to verify their knowledge of this policy
and current Lockout/ Tagout procedures.


ATTACHMENT A
UW Medical Foundation
Control of Hazardous Energy (Lockout/ Tagout) Training Form

Date: _____________________

Trainer: ____________________ Trainer Title: ____________________

Training includes (check all that apply):

 Review and understanding of Energy Control Policy, Lockout/Tagout Procedures

 Safe application, use and removal of energy control devices

 Recognition of applicable hazardous energy sources, the type and magnitude of
energy available in the workplace, and the methods and means necessary for the
energy isolation and control

Additionally, when tagout systems are used, employees will be trained to know that tags:

 Can only be used when a lockout device cannot be applied

 Do not provide physical restraint and are essentially warning devices

 May provide a false sense of security

 Must not be removed without authorization and must never be bypassed, ignored or
otherwise defeated


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 Must be legible and understandable by all employees in the area

 Must be made of materials that will withstand environmental conditions

 Must be securely attached to energy isolating devices so that they cannot be
inadvertently or accidentally removed

 Must offer the same level of protection as a lockout device

 May evoke a false sense of security, and their meaning must be understood as part
of the overall energy control program


Employee Signature: _______________________________________


ATTACHMENT B

LOCKOUT/TAGOUT
CERTIFICATION

DATE:

This certifies that has safely shown how to use the following
lockout/tagout devices and voltage meter on below equipment.

 Circuit Breaker Lockout
 Type 1: switch breakers with a hole through the switch tongue
 Type 2: for switch breakers without a hole through the switch tongue

 Wall switch lockout device

 Sensor switch lockout device

 Ball valve lockout device

OR

 Gate valve lockout device

Authorized Inspector: