Control of Hazardous Energy
1910.147
Draft 6 27 2016
Lockout/Tagout
Need for Lockout - Purpose & Scope of Standard
June 2016
• Plainfield IL
• Carlos Rivera, 50, was
caught and pulled
through a steel baler,
authorities said
Jun 2016
• “J was not happy to see
their machines with the
doors open and they
were running.”
• The member explained
that they were being set
up and the adjuster (set
up person) was in the
process of adjusting the
paper correctly.
January 2015
• A 50-year-old temporary worker
was permanently disabled after a
machine used to package cases of
bottled water onto a pallet for
shipment started up while he
cleared a jam in the machine.
• The worker had been on the job
for 12 days at the Ice River
Springs plant in High Springs, FL.
Is there anything that could jam at your
place?
May 2014
• A 17-year-old has the
ability to move his right
arm again, thanks to
surgery performed at
Massachusetts General
Hospital.
• Brett Bouchard severed
his arm just below the
elbow while cleaning a
pasta machine at work.
The Need for LOTO
• OSHA: failure to control energy accounts for nearly
10 percent of serious incidents
• Case Studies from the NIOSH report: Guidelines for
Controlling Hazardous Energy During Maintenance
and Servicing reports the following:
Pasta machine
May 2014
• Milford IL
• 3 willful at $70,000 each
• The worker was clearing birdseed
from a large industrial mixing
tank.
• The worker’s left hand and arm
were crushed after being caught
in the moving parts of the mixing
machine.
• 147(c)(6)(i)
• 147(c)(7)(i)
• 147(d)(4)(i)
The subsequent investigation
determined Wagner’s failed to lock
out energy sources, which would
have protected the worker from
contact with rotating components of
the machine.
147(c)(6)(i)
• The employer shall
conduct a periodic
inspection of the energy
control procedure at
least annually to ensure
that the procedure and
the requirements of this
standard are being
followed.
147(c)(7)(i)• The employer shall
provide training to
ensure that the purpose
and function of the
energy control program
are understood by
employees and that the
knowledge and skills
required for the safe
application, usage, and
removal of the energy
controls are acquired by
employees
147(d)(4)(i)
• Lockout or tagout
devices shall be affixed
to each energy isolating
device by authorized
employees.
What is missing?
Headlines May
2014
• Company ‘willfully ignored’
safety standards in
worker’s death
• Daniel Collazo (left) was
nearly done with his shift
cleaning machines when
other workers heard his
screams.
• Collazo had become caught
in the rotating screws that
blend the hummus and
struggled to free himself as
slowly-winding 9-inch
blades kept turning,
crushing his arms and part
of his head.
The company paid a $540,000
fine to the Occupational Safety
and Health Administration
following Collazo’s death in
2011.
Exercise
• May 2014
• Paterson, NJ
• After entering a die
cutting machine to do
maintenance, a worker
employed for 26 years
at was crushed when
the die cutter was
activated by another
employee unaware that
the victim was inside.
CNC die cutting machine
What places could you
be in and others are
unaware you are in the
equipment?
First Day
• “A worker’s first day at
work shouldn’t be his
last day on earth,” was
OSHA chief David
Michaels’ reaction to
the work-related death
of Lawrence Daquan
“Day” Davis.
• The 21-year old was
crushed in a palletizer
machine on August 16,
2012 at the Bacardi
Bottling facility in
Jacksonville, FL.
Davis was a temp worker
hired by Remedy
Intelligent Staffing. It was
his first day on assignment
to the Bacardi plant.
SIGCASE
• $207,450
• Worker cleaning
equipment in
preparation of set-up
• Equipment not locked
out
• Worker not trained
• No specific procedures
• 5 amputations
Wire Drawing
• Severe injuries to
worker setting-up
equipment
• Caught in wire
• Machine either auto
started or
malfunctioned
• No lockout
• Lack of training
Baler Operation
• Worker trying to clear
jam
• Baler set on auto-start
and not locked out!
• Worker had no
lockout training
• Injury - worker could
be crushed
Cleaning Hazards
• Cleaning a machine is
not supposed to be a
hazard.
• Guards are in place to
prevent exposure to
hazardous motions.
• If guards must be
removed to clean, the
lockout is required.
Cleaning a conveyor is a
common source of death
and amputations. This
conveyor does not have
guards for the rotation of
the horizontal drive shafts.
Scope of Standard
• Covers general industry where servicing &
maintenance of machine and equipment can result
in unexpected start up or release of stored energy
that could cause injury
Not covered
• Servicing and
maintenance during
normal operations (see
OSHA Standards
subpart O).
• Machine Guarding is
required then!
• Minor tool changes,
adjustments during
normal operations
• Work on cord and plug
equipment
Example - Not Meeting Exception
• Grand Rapids MI
• June 27, 2014
• A proposed $558,000 fine
against Grand Rapids
Plastics for safety violations
tied to a worker's death
would be the largest issued
by the Michigan
Occupational Safety and
Health Administration in
more than a decade.
Russell Scharenbroch
Definitions
• Lockout.
• Placing a lockout device
on an energy-isolating
device (in accordance
with an established
procedure) ensuring
that the energy
isolating device and the
equipment being
controlled cannot be
operated until the
lockout device is
removed.
Definitions
• Lockout device.
• A device that uses a
positive means such as
a lock, either key or
combination type, to
hold an energy-isolating
device in the safe
position and prevent
the energizing of a
machine or equipment.
Definitions
• Authorized employee* -
Person who locks or tags
machines & equipment
to perform servicing
• How would this work in
multiple shifts?
Lockout - Authorized
need to be trained in
• recognition of applicable
hazardous energy sources
in the workplace
• the type and magnitude
of energy found in the
workplace
• the means and methods
of isolating and/or
controlling the energy
Definitions
• Affected employee* -
Person required to use
machines/equipment
on which servicing is
performed under
lockout/ tagout or who
must work in such an
area
Lockout - Affected
• All employees who
work in the area where
the energy control
procedure(s) are
utilized need to know
about the prohibition
against attempting to
restart or reenergize
machines or equipment
that is locked or tagged
out.
EXERCISE
• What is hazardous
energy?
• List all Energy sources
Pnuematic Compressor
What is hazardous energy?
• Energy sources including
• electrical
• mechanical
• hydraulic
• pneumatic
• chemical
• thermal
• gravity
• radiation
• other sources in machines
and equipment
Some machines like this trim station
might have multiple sources of
energy.
192
276
420
443
618
147(d)(4)(i)
147(c)(7)(i)
147(c)(6)(i)
147(c)(1)
147(c)(4)(i)
General Environment Controls
[1910.141 – .147]
30
LOCKOUT/TAGOUT – DEVELOPED
PROCEDURES
LOCKOUT/TAGOUT – PROGRAM
LOCKOUT/TAGOUT – PERIODIC INSPECTIONS
SUBPARTJ
LOCKOUT/TAGOUT – GENERAL
TRAINING
LOCKOUT/TAGOUT – SPECIFIC/ENFORCEMENT OF
PROCEDURES
Energy control procedures must be in writing including
specific procedures for each type of machine
Application of the Energy
Control Procedure
(in order)
1. Prepare for shutdown
2. Shut down equipment
3. Isolate all energy sources
4. Apply locks & tags
5. Release stored energy
6. Verify equipment isolation
7. Perform the task
8. Release from Lockout
Specific Procedure Example
• Shutdown the Mixer at the
button.
• Verify that all moving parts have
stopped.
• Lock and tag the knife switch with
appropriate lockout devices. (Be
sure to use your own personal
locks with only one key for each
lock, which you hold.)
• Verify that the mixer is locked out
by pushing on the ON button and
seeing that mixer blades do not
move. Worker locking out the mixer
Specific Procedures
Specific
Procedures
• Many are
pictures
orientation
so use for
lockout
procedures
Verification
• EACH energy source
must be verified to zero
energy state
• Capacitors?
Heal Sealer fatal in WI.
Capacitor discharge.
Verification
• Testing circuitry, cycling, visually inspecting position,
manually trying; monitoring movement or discharge;
observing bleeds, gauges, indicators, etc; or other
available means.
• Use technique(s) with the best degree of isolation
assurance.
• Do not rely on pressure gages alone to indicate
pressure. They are often inoperable.
Verification Citation $53,900
Verification 2015
Lockout Log
• A written procedure should be established with a log to track
locations, time, employees and devices.
Periodic Audits
• Done at least annually
• Conducted by an
authorized employee
• Must correct any
deficiencies
• Certified by employer
It's also important to test the e-stops, although this is
better done at the end of shift because it may be
difficult to get the automation running again.
Periodic Audits
• Machines where
procedures are used
• Date of inspection
• Employees included in
inspection
• Person who performed
inspection
Lockout Audits
• Audit lockout for new
people right away vs
waiting a year.
Sample Audit Results
• Lockout location info
not correct
• Contractor padlock not
identified to who it was
protecting
• PPE for lockout was not
correct for the hazard
Outside Contractors
• Must adhere to
standard’s
requirements
• Must inform each other
of respective program
responsibilities
•Worker died when shocked pulling out barrel fuse with pliers
•Electrical circuits must be locked out before doing any work on the
circuits if possible.
Fuse Pulling
Air Handlers
Worker touched an energized horizontal heating coil
Questions

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OSHA Lockout Safety General Industry

  • 1. Control of Hazardous Energy 1910.147 Draft 6 27 2016
  • 2. Lockout/Tagout Need for Lockout - Purpose & Scope of Standard
  • 3. June 2016 • Plainfield IL • Carlos Rivera, 50, was caught and pulled through a steel baler, authorities said
  • 4. Jun 2016 • “J was not happy to see their machines with the doors open and they were running.” • The member explained that they were being set up and the adjuster (set up person) was in the process of adjusting the paper correctly.
  • 5. January 2015 • A 50-year-old temporary worker was permanently disabled after a machine used to package cases of bottled water onto a pallet for shipment started up while he cleared a jam in the machine. • The worker had been on the job for 12 days at the Ice River Springs plant in High Springs, FL. Is there anything that could jam at your place?
  • 6. May 2014 • A 17-year-old has the ability to move his right arm again, thanks to surgery performed at Massachusetts General Hospital. • Brett Bouchard severed his arm just below the elbow while cleaning a pasta machine at work.
  • 7. The Need for LOTO • OSHA: failure to control energy accounts for nearly 10 percent of serious incidents • Case Studies from the NIOSH report: Guidelines for Controlling Hazardous Energy During Maintenance and Servicing reports the following: Pasta machine
  • 8. May 2014 • Milford IL • 3 willful at $70,000 each • The worker was clearing birdseed from a large industrial mixing tank. • The worker’s left hand and arm were crushed after being caught in the moving parts of the mixing machine. • 147(c)(6)(i) • 147(c)(7)(i) • 147(d)(4)(i) The subsequent investigation determined Wagner’s failed to lock out energy sources, which would have protected the worker from contact with rotating components of the machine.
  • 9. 147(c)(6)(i) • The employer shall conduct a periodic inspection of the energy control procedure at least annually to ensure that the procedure and the requirements of this standard are being followed.
  • 10. 147(c)(7)(i)• The employer shall provide training to ensure that the purpose and function of the energy control program are understood by employees and that the knowledge and skills required for the safe application, usage, and removal of the energy controls are acquired by employees
  • 11. 147(d)(4)(i) • Lockout or tagout devices shall be affixed to each energy isolating device by authorized employees. What is missing?
  • 12. Headlines May 2014 • Company ‘willfully ignored’ safety standards in worker’s death • Daniel Collazo (left) was nearly done with his shift cleaning machines when other workers heard his screams. • Collazo had become caught in the rotating screws that blend the hummus and struggled to free himself as slowly-winding 9-inch blades kept turning, crushing his arms and part of his head. The company paid a $540,000 fine to the Occupational Safety and Health Administration following Collazo’s death in 2011.
  • 13. Exercise • May 2014 • Paterson, NJ • After entering a die cutting machine to do maintenance, a worker employed for 26 years at was crushed when the die cutter was activated by another employee unaware that the victim was inside. CNC die cutting machine What places could you be in and others are unaware you are in the equipment?
  • 14. First Day • “A worker’s first day at work shouldn’t be his last day on earth,” was OSHA chief David Michaels’ reaction to the work-related death of Lawrence Daquan “Day” Davis. • The 21-year old was crushed in a palletizer machine on August 16, 2012 at the Bacardi Bottling facility in Jacksonville, FL. Davis was a temp worker hired by Remedy Intelligent Staffing. It was his first day on assignment to the Bacardi plant.
  • 15. SIGCASE • $207,450 • Worker cleaning equipment in preparation of set-up • Equipment not locked out • Worker not trained • No specific procedures • 5 amputations
  • 16. Wire Drawing • Severe injuries to worker setting-up equipment • Caught in wire • Machine either auto started or malfunctioned • No lockout • Lack of training
  • 17. Baler Operation • Worker trying to clear jam • Baler set on auto-start and not locked out! • Worker had no lockout training • Injury - worker could be crushed
  • 18. Cleaning Hazards • Cleaning a machine is not supposed to be a hazard. • Guards are in place to prevent exposure to hazardous motions. • If guards must be removed to clean, the lockout is required. Cleaning a conveyor is a common source of death and amputations. This conveyor does not have guards for the rotation of the horizontal drive shafts.
  • 19. Scope of Standard • Covers general industry where servicing & maintenance of machine and equipment can result in unexpected start up or release of stored energy that could cause injury
  • 20. Not covered • Servicing and maintenance during normal operations (see OSHA Standards subpart O). • Machine Guarding is required then! • Minor tool changes, adjustments during normal operations • Work on cord and plug equipment
  • 21. Example - Not Meeting Exception • Grand Rapids MI • June 27, 2014 • A proposed $558,000 fine against Grand Rapids Plastics for safety violations tied to a worker's death would be the largest issued by the Michigan Occupational Safety and Health Administration in more than a decade. Russell Scharenbroch
  • 22. Definitions • Lockout. • Placing a lockout device on an energy-isolating device (in accordance with an established procedure) ensuring that the energy isolating device and the equipment being controlled cannot be operated until the lockout device is removed.
  • 23. Definitions • Lockout device. • A device that uses a positive means such as a lock, either key or combination type, to hold an energy-isolating device in the safe position and prevent the energizing of a machine or equipment.
  • 24. Definitions • Authorized employee* - Person who locks or tags machines & equipment to perform servicing • How would this work in multiple shifts?
  • 25. Lockout - Authorized need to be trained in • recognition of applicable hazardous energy sources in the workplace • the type and magnitude of energy found in the workplace • the means and methods of isolating and/or controlling the energy
  • 26. Definitions • Affected employee* - Person required to use machines/equipment on which servicing is performed under lockout/ tagout or who must work in such an area
  • 27. Lockout - Affected • All employees who work in the area where the energy control procedure(s) are utilized need to know about the prohibition against attempting to restart or reenergize machines or equipment that is locked or tagged out.
  • 28. EXERCISE • What is hazardous energy? • List all Energy sources Pnuematic Compressor
  • 29. What is hazardous energy? • Energy sources including • electrical • mechanical • hydraulic • pneumatic • chemical • thermal • gravity • radiation • other sources in machines and equipment Some machines like this trim station might have multiple sources of energy.
  • 30. 192 276 420 443 618 147(d)(4)(i) 147(c)(7)(i) 147(c)(6)(i) 147(c)(1) 147(c)(4)(i) General Environment Controls [1910.141 – .147] 30 LOCKOUT/TAGOUT – DEVELOPED PROCEDURES LOCKOUT/TAGOUT – PROGRAM LOCKOUT/TAGOUT – PERIODIC INSPECTIONS SUBPARTJ LOCKOUT/TAGOUT – GENERAL TRAINING LOCKOUT/TAGOUT – SPECIFIC/ENFORCEMENT OF PROCEDURES Energy control procedures must be in writing including specific procedures for each type of machine
  • 31. Application of the Energy Control Procedure (in order) 1. Prepare for shutdown 2. Shut down equipment 3. Isolate all energy sources 4. Apply locks & tags 5. Release stored energy 6. Verify equipment isolation 7. Perform the task 8. Release from Lockout
  • 32. Specific Procedure Example • Shutdown the Mixer at the button. • Verify that all moving parts have stopped. • Lock and tag the knife switch with appropriate lockout devices. (Be sure to use your own personal locks with only one key for each lock, which you hold.) • Verify that the mixer is locked out by pushing on the ON button and seeing that mixer blades do not move. Worker locking out the mixer
  • 35. Verification • EACH energy source must be verified to zero energy state • Capacitors? Heal Sealer fatal in WI. Capacitor discharge.
  • 36. Verification • Testing circuitry, cycling, visually inspecting position, manually trying; monitoring movement or discharge; observing bleeds, gauges, indicators, etc; or other available means. • Use technique(s) with the best degree of isolation assurance. • Do not rely on pressure gages alone to indicate pressure. They are often inoperable.
  • 39. Lockout Log • A written procedure should be established with a log to track locations, time, employees and devices.
  • 40. Periodic Audits • Done at least annually • Conducted by an authorized employee • Must correct any deficiencies • Certified by employer It's also important to test the e-stops, although this is better done at the end of shift because it may be difficult to get the automation running again.
  • 41. Periodic Audits • Machines where procedures are used • Date of inspection • Employees included in inspection • Person who performed inspection
  • 42. Lockout Audits • Audit lockout for new people right away vs waiting a year.
  • 43. Sample Audit Results • Lockout location info not correct • Contractor padlock not identified to who it was protecting • PPE for lockout was not correct for the hazard
  • 44. Outside Contractors • Must adhere to standard’s requirements • Must inform each other of respective program responsibilities
  • 45. •Worker died when shocked pulling out barrel fuse with pliers •Electrical circuits must be locked out before doing any work on the circuits if possible. Fuse Pulling
  • 46. Air Handlers Worker touched an energized horizontal heating coil