HomeMy WebLinkAboutPR 594 HS - Locking Out And Tagging
1 PR.594.HS
PROCEDURE PR.594.HS
TITLE: LOCKOUT/TAGOUT (LOTO)
Date issued: 30 June 1999
Last revised: 02 April 2019
Authorization: Senior Staff: 30 June 1999
1.0 OBJECTIVE
To protect the health and safety of District staff from the unintentional release of hazardou s
energy.
2.0 DEFINITIONS
In this procedure,
2.1 Affected Individual means a person whose job requires them to operate or use
machines, equipment, or processes on which servicing or maintenance is being
performed under lockout/tagout.
2.2 Authorized Individual means a person who is qualified to engage in hazardous energy
control because of knowledge, training and experience , and has been assigned to
engage in such control.
2.3 De-energized means disconnected from all energy sources and not containing residual
or stored energy.
2.4 District means Ottawa-Carleton District School Board.
2.5 Energy Isolating Device means a mechanical device that physically prevents the
transmission or release of energy, and include manually operated electrical circuit
breakers, disconnect switches, line valves, safety blocks, blanks or blank-outs, and
hoods. Push-button selector switches and other control -type devices are not energy-
isolating devices.
2.6 Hazard means a potential source of harm to a worker and/or an affected individual.
2.7 Hazardous Energy means any electrical, mechanical, hydraulic, pneumatic, chemical,
nuclear, thermal, gravitational, kinetic, or other type of energy that can harm the worker
and/or the affected individual.
2.8 Lockout means the placement of a lock and tag on an energy-isolating device in
accordance with an established procedure, thereby indicating that the energy-isolating
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device is not to be operated until the removal of the lock and tag in accordance with the
established procedure.
2.9 Lockout Device means a mechanical means of securing an energy-isolating device in
a position that prevents energizing of a machine, equipment or a process. Examples
include locks, hasps, covers, chains lockout box and various specialized devices for
securing circuit breakers, valves, disconnects, and plugs.
2.10 Lockout Lock means a lock used to prevent unauthorized activation of an energy
isolating device.
2.11 Lockout tag means an information tag that is required to communicate the reason why
the energy-isolating device is locked out; the name of authorized individual who applied
the lockout; and the date and time the energy-isolating device was locked out.
2.12 Manager refers to a person who has charge of a workplace or authority over a
supervisor.
2.13 Project Manager means an OCDSB employee who coordinates work being performed
by OCDSB personnel or third party contractors.
2.14 System means machinery, equipment, or processes.
2.15 Supervisor refers to a person who has charge of a workplace or authority over a
worker.
2.16 Work means any inspection, repair, adjustment, servicing, cleaning or maintenance,
including parts replacement, for which the machine, equipment and process must be
stopped, other than the normal operation of the machine, equipment and process.
2.17 Worker means:
a) a person who performs work or supplies services for monetary compensation;
b) a secondary school student who performs work or supplies services for no
monetary compensation under a work experience program authorized by the
school board that operates the school in which the student is enrolled; and/or
c) a person who performs work or supplies services for no monetary compensation
under a program approved by a college of applied arts and technology,
university, private career college or other post-secondary institution.
3.0 RESPONSIBILITIES
3.1 Supervisor, Occupational Health and Safety (OH&S) will:
a) maintain this procedure in consultation with the Joint Health and Safety
Committee (JHSC); and
b) provide advice, guidance and support to all departments related to this
procedure.
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3.2 Managers will:
a) ensure that any supervisor overseeing work that may require the use of lockout
to control hazardous energy has sufficient knowledge, skills and ability to work in
compliance with this procedure.
3.3 Supervisors will ensure that authorized individuals under their supervision:
a) have received adequate lockout training before performing work where lockout is
required to control hazardous energy;
b) have access to written generic lockout procedures, or equipment-specific lockout
procedures, as required;
c) perform work in accordance with this procedure; and
d) have the lockout and energy isolation devices necessary to perform work in
compliance with this procedure.
3.4 Workers will:
a) perform all work where lockout is required to control hazardous energy in
compliance with this procedure;
b) participate in training required by this procedure; and
c) report any hazard, including absent or inaccurate lockout procedures, to their
supervisor without delay.
3.5 Project managers will
a) determine what machine, equipment and/or process require lockout during
construction and/or renovation projects;
b) ensure that all contractors, including sub-contractors;
i. coordinate and implement lockout procedures together with the
supervisor, project manager, facility manager and/or department manager
or an authorized designate; and
ii. report immediately any hazards identified or changes in the lockout
procedures before work begin or continue, to the supervisor, project
manager, facility manager and/or department manager or an authorized
designate; and
c) provide lockout information to those concerned.
4.0 GENERAL PROCEDURES
4.1 All apparatus capable of being energized or dynamically activated must be de -
energized or de-activated by locking out, physically disconnecting, or otherwise
rendering the apparatus inoperable.
4.2 Every machine, equipment and process with the potential to release uncontrolled
hazardous energy must be capable of being de-energized.
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4.3 The supervisor will determine the appropriate lockout device(s) to use for each
machine, equipment or process where lockout is required to control hazardous energy
(Appendix A).
4.4 Each authorized individual performing work on a machine, equipment or process
requiring lockout to control hazardous energy must apply their own lock to each lockout
point, even if another authorized individual has already applied a lock.
4.5 Each authorized individual who has applied their OCDSB-issued lock must maintain
their unique key, and not the master key.
4.6 Only the authorized individual who applied a given lock to control hazardous energy is
permitted to remove their OCDSB-issued lock, except under special circumstances as
detailed in sections 5.4 to 5.6.
4.7 Any person who tampers with or removes any lockout equipment, energy isolating
device or tag affixed to a machine, equipment or process that has been locked out
without express authorization will face immediate disciplinary action, up to and including
dismissal.
4.8 Locks not issued by the OCDSB shall not be used by OCDSB workers for controlling
hazardous energy.
4.9 Lockout locks will:
a) not be combination locks;
b) not be shared among authorized individuals;
c) be uniquely keyed; and
d) have only one key available. Spare keys are not to be kept for any lockout lock.
4.10 Lockout devices will be made available to any authorized individual who may be
required to perform work requiring lockout to control hazardous energy. Authorized
individuals may include:
a) designated tradespersons in the Facilities Department;
b) secondary school teachers and other staff in the technology and trades, science,
and visual/performing arts departments;
c) elementary and middle school science and technology teachers; and
d) Chief Custodians.
4.11 Lockout devices are to be used while undertaking any inspection, repair, maintenance
or changes to a machine, equipment, or process, that requires lockout to control
hazardous energy. They may also be used when equipment is to be taken out of
service, where operation of the equipment is likely to endanger the health and safety of
any person.
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4.12 A lockout tag (see sample tag in Appendix B) will:
a) be made of a non-conducting material;
b) be secured to each lockout device on a machine, equipment or process to
prevent its inadvertent removal;
c) state the reason for the lockout;
d) show the name of the person performing the lockout; and
e) show the date the lockout was affected.
Lockout Training
4.13 All authorized individuals and supervisors of authorized individuals required to perform
lockout using generic lockout procedures only, shall receive Awareness Training, which
includes instruction on:
a) parts 42, 43, 74, 75, 76, 77 and 78, and 79 to 86 of Ontario Regulation 851 –
Industrial Establishments;
b) the existence and requirements of this procedure;
c) who may employ lockout to control hazardous energy;
d) common energy isolation devices and lockout equipment;
e) the requirement to follow either a system-specific or the generic procedure for
locking out including the Lockout Flow Chart (Appendix C);
f) examples of lockout procedures using Appendix D: Generic Lockout Procedures
Checklist;
g) the restriction against removing lockout devices applied by another individual;
h) special situations where lockout may be temporarily bypassed to facilitate
testing, troubleshooting, adjusting or moving a machine, equipment or process;
and
i) the requirement for specialized electrical and arc flash training for those wo rkers
required to employ lockout to control hazardous electrical energy.
4.14 In addition to the material provided in the Lockout training outlined above, supervisors
of authorized individuals required to perform lockout to control hazardous energy will
receive Lockout Supervisor’s Training which includes additional instruction on:
a) The requirements of Part 27 of the Occupational Health and Safety Act as it
relates to lockout; and
b) Details of the Lock Removal process.
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5.0 GENERIC LOCKOUT PROCEDURES
Conditions and Implementation
5.1 Supervisors will provide the generic lockout procedures for work by single individuals on
specific machinery, equipment or process only when the conditions listed in Appendix C
are met.
5.2 The guideline to implement a generic lockout procedu re is attached in Appendix D.
5.3 The Lockout Flow Chart (Appendix C) provides a quick and effective visual reference to
follow for lockout and tagging of a machine, equipment or process.
Special Removal Circumstances
5.4 In situations where lockout devices are to be temporarily removed from an energy-
isolating device and from a fully or partially energized machine, equipment, or process
to test, troubleshoot, or reposition the machine, equipment, or process (or a component
thereof), the following actions must be performed in the correct sequence:
a) All staff and contractors associated with the lockout of the machine, equipment,
or process shall be notified of the intent to fully or partially re -energize the
machine, equipment or process.
b) When a machine, equipment, or process is to be re-energized, the state of the
maintenance work will be assessed to ensure that the machine, equipment, or
process is in a safe and ready state to be re-energized.
c) Once the approval of all staff associated with the lockout has been ob tained
understanding that they are to stand clear of the machine, equipment, or
process, and all personal locks are removed from the lockout devices, the
machine, equipment, or process may be fully or partially re -energized.
d) When the energy is no longer needed, lockout will be reapplied.
5.5 Where an authorized individual appears to be absent from the worksite and their lock(s)
and tag(s) have not been removed, the supervisor, before removing the lock, will:
a) verify that the authorized individual has left the workplace;
b) make every reasonable attempt to contact the authorized individual directly,
either by telephone or other direct means; and
c) make the authorized individual, if contacted, aware of the situation and request
that they come back to the workplace to remove the lock(s) and tag(s).
5.6 If the authorized individual who applied the lock(s) and tag(s) cannot be contacted or is
not reasonably available to return to the workplace, the supervisor will:
a) assess and verify the status and condition of the machine, equipment or process
and verify it to be in a state that will allow for the safe removal of the lockout
device(s);
b) detail the efforts made to contact the authorized individual who originally placed
the lock(s) and tag(s), and the reasons for the removal on the Lockout Device
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and Tag Removal Report Form (Appendix E), with a copy provided to the
Supervisor, Occupational Health and Safety within 24 hours; and
c) replace the lock(s) and tag(s) with the lock(s) and tag(s) of another authorized
individual until the machine, equipment or process may be safety returned to
service.
5.7 If the supervisor is not an authorized individual, the person undertaking the removal will
be an authorized individual in the presence of the supervisor.
5.8 The removal must always be unde rtaken with a witness present and the lock(s), lockout
device(s) and tag(s) that have been removed must be secured by the supervisor who is
responsible for the removal, and returned to the original worker who applied them upon
the workers’ return to the workplace.
6.0 EQUIPMENT-SPECIFIC LOCKOUT PROCEDURES
6.1 Appendix F: System-specific Lockout Procedure Form will be completed for each
apparatus that is capable of being energized or dynamically activated and does not
meet the conditions for generic lockout procedures.
6.2 Each year in September, the Manager of Facilities shall provide a plan for creating
equipment-specific lockout procedures to the Supervisor, OH&S.
6.3 The Supervisor, OH&S, will present the annual plan to the Joint Health and Safety
Committee (JHSC) at the meeting following the receipt of the plan.
6.4 In July of each year, the Supervisor, OH&S and the Manager of Facilities will review the
previous year’s plan to measure progress, and the Supervisor, OH&S will report the
previous year’s progress to the JHSC at its September meeting.
7.0 APPENDICES
Appendix A: Common Examples - Energy Control
Appendix B: Sample Lockout Tag
Appendix C: Lockout Flow Chart
Appendix D: Generic Lockout Procedures Checklist
Appendix E: OCDSB 964 Lockout Device & Tag Removal Report Form
Appendix F: OCDSB 965 System-specific Lockout Procedure Form
8.0 REFERENCE DOCUMENTS
Occupational Health and Safety Act (OHSA), R.S.O. 1990
Industrial Establishments, Ontario Regulation 851/90
CSA Standard Z460-13, Control of hazardous energy – Lockout and other methods
Construction Projects, Ontario Regulation 213/91
Board Policy P.058.HS: Occupational Health and Safety
Board Procedure PR.653.HR OHS Policy Implementation