FINANCE AND ADMINISTRATIVE AFFAIRS DIVISION
FACILITIES & PLANNING
Lockout/Tagout
Policy #F&P 2003-17

I. PURPOSE:

Covers servicing and maintenance of machines when start-up or release of stored energy
could cause injury.

II. OBJECTIVE

To ensure that whenever the possibility of unexpected machine or equipment startup exists or when the unexpected release of stored energy could occur and cause injury, the equipment is isolated from its energy source(s) and rendered inoperative prior to servicing or
maintenance.

III. AUTHORIZATION

An employee who performs servicing or maintenance on machines and equipment is
authorized and expected to utilize proper lockout/tagout procedures for their protection.

IV. SEQUENCE OF LOCKOUT/TAGOUT SYSTEM PROCEDURE

1. Notify all affected employees that a lockout or tagout system is going to be utilized
and the reason therefore. The authorized employee shall know the type and magnitude of energy that the machine or equipment utilizes and shall understand the hazards thereof.

2. If the machine or equipment is operating, shut it down by the normal stopping procedure. This is usually done by depressing the stop button, open toggle switch, etc. In addition, ensure that all stored energy is dissipated or properly restrained.

3. Operate the switch, valve, or other energy isolating device(s) so that the equipment is
isolated from its energy source(s).

4. Lockout/tagout device application.
a. Locks or tags shall be affixed to each energy isolating device only by an "authorized" employee.
b. Locks and tags shall be singularly identified.
c. Locks shall be affixed in a manner that will hold the energy isolation devices in a safe or off position.
d. Tags, when used, shall be affixed in a manner that will clearly indicate that the operation or movement of the energy isolating device from the "safe" or "off" position is prohibited.
e. Tags that cannot be affixed directly to the energy isolating device shall be located as close as safely possible to the device, in a position that will be immediately obvious to anyone attempting to operate the device.
f. All potentially hazardous stored or residual energy shall be relieved, disconnected, restrained or otherwise rendered safe. (If there is a possibility of reaccumulation of stored energy to a hazardous level, verification of isolation shall continue until the possibility of accumulation no longer exists).
g. After ensuring that no personnel are exposed, 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.
5. The equipment is now locked out or tagged out.

V. TESTING OR POSITIONING OF MACHINES, EQUIPMENT, OR COMPONENTS THEREOF

In situations which lockout or tagout devices must be temporarily remove 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 shall be followed:
a. Clear the machine or equipment of tools and materials.
b. Remove employees from the machine or equipment area.
c. Remove the lockout or tagout devices.
d. Energize and proceed with testing or positioning.
e. De-energize all systems and reapply energy control measures in accordance with the requirements set forth in this instruction.

VI. RESTORING MACHINES OR EQUIPMENT TO NORMAL PRODUCTION OPERATIONS

1. 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.

2. 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 and notify the "affected" employees of their removal. Operate the energy isolation devices to restore energy to the machine or equipment.

VII. 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 their own assigned lockout or 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 with the key being placed in a lockout box which allows the use of multiple locks to secure it. Each employee, will then use their own assigned lock to secure the box or cabinet. As each person no longer needs to maintain their own lockout protection, that person will remove their lock from the box.

VIII. REMOVAL OF LOCKOUT/TAGOUT DEVICES

Lockout/Tagout Devices shall be removed from each energy isolating device by the employee who applied it, EXCEPT:
Lockout/tagout devices may be removed by the employee's immediate supervisor or Safety Office if the authorized employee who applies it is not available and:
a. it is verified that the authorized employee who applied the device is not at the facility;
b. all reasonable efforts were made to contact the authorized employee to inform them
that their lockout or tagout device has been removed and;
c. the authorized employee has this knowledge before they resume work at the facility.

XI. INFORMING OUTSIDE CONTRACTORS

Facilities will inform all outside contractors of the elements of this program and obtain
information regarding their lockout/tagout programs. This information shall be conveyed to
our employees in an understandable manner. The work efforts covered by the procedure
shall be fully coordinated and complied with.

X. PERIODIC INSPECTIONS

Periodically the effectiveness of the entire program will be evaluated by an authorized
employee(s) other than the one(s) utilizing the energy control procedure being inspected.
Any deviations or inadequacies shall be documented and corrected.

XI. TRAINING

Training shall be given to all authorized, affected and other personnel as required by 29
CFR 1910.147 (c)(7) and 29 CFR 1910.332.