Control of Hazardous Energy

(Lockout/Tagout)

Legion Industrial Services

Revision 02/15/2025
Debra Germann, Safety Coordinator
 1910.147

The Control of Hazardous Energy

(Lockout/Tagout)

The following lockout/tagout program is provided only as a

guide to assist Legions and employees in complying with the
requirements of 29 CFR 1910.147, as well as to provide other
helpful information. It is not intended to supersede the
requirements of the standard. Legion should review the
standard for particular requirements which are applicable to
their individual situation and make adjustments to this
program that are specific to their company. Legion Industrial
SVCS will need to add information relevant to their particular
Company in order to develop an effective, comprehensive
program.

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 1910.147
The Control of Hazardous Energy (Lockout/Tagout) Procedure
Table of Contents

I. Objective
II. Assignment of Responsibility
III. Procedures
A. Preparation for Lockout or Tagout
B. Electrical
C. Hydraulic/Pneumatic
D. Fluids and Gases
E. Mechanical Energy
F. Release from Lockout/Tagout
G. Service or Maintenance Involving More than One Person
H. Removal of an Authorized Employee’s Lockout/Tagout by the Company
I. Shift or Personnel Changes
J. Procedures for Outside Personnel/Contractors
K. Training and Communication
L. Periodic Inspection
IV. Attachments
A. List of Authorized Personnel for Lockout/Tagout Procedures Form
B. Certification of Training of Authorized Personnel Form
C. Certification of Training of Affected Personnel Form
D. Lockout/Tagout Inspection Certification Form
E. Lockout/Tagout Energy Control Procedures

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 Legion Industrial Services

Lockout/Tagout Procedure

I. OBJECTIVE

The objective of this procedure is to establish a means of positive control to prevent the accidental
starting or activating of machinery or systems while they are being repaired, cleaned and/or serviced.
This program serves to:

A. Establish a safe and positive means of shutting down machinery, equipment and
systems.
B. Prohibit unauthorized personnel or remote control systems from starting machinery or
equipment while it is being serviced.
C. Provide a secondary control system (tagout) when it is impossible to positively lockout
the machinery or equipment.
D. Establish responsibility for implementing and controlling lockout/tagout procedures.
E. Ensure that only approved locks, standardized tags and fastening devices provided by
the company will be utilized in the lockout/tagout procedures.

II. ASSIGNMENT OF RESPONSIBILITY

A. Legions Safety Coordinator will be responsible for implementing the lockout/tagout

program. To include training of employees
B. Legions Leads/ Supervisors are responsible for enforcing the program and insuring
compliance with the procedures in their departments.
C. Safety Coordinator is responsible for monitoring the compliance of this procedure and
will conduct the annual inspection and certification of the authorized employees.
D. Authorized employees (those listed in Attachment A) are responsible for following
established lockout/tagout procedures.
E. Affected employees (all other employees) are responsible for insuring they do not
attempt to restart or re-energize machines or equipment which are locked out or tagged out.

III. PROCEDURES

The ensuing items are to be followed to ensure both compliance with the OSHA Control of Hazardous
Energy Standard and the safety of our employees.

A. Preparation for Lockout or Tagout

Employees who are required to utilize the lockout/tagout procedure (see Attachment A) must be
knowledgeable of the different energy sources and the proper sequence of shutting off or disconnecting
energy means. The four types of energy sources are:

1. electrical (most common form);

2. hydraulic or pneumatic;
3. fluids and gases; and
4. mechanical (including gravity).
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 More than one energy source may be utilized on some equipment and the proper procedure
must be followed in order to identify energy sources and lockout/tagout accordingly. See
Attachment F for specific procedure format. All energy sources must identified and locked
and tagged out before work is to begin.

B. Electrical

1. Shut off power at machine and disconnect.

2. Disconnecting means must be locked or tagged.
3. Press start button to see that correct systems are locked out.
4. All controls must be returned to their safest position.
5. Points to remember:
a. If a machine or piece of equipment contains capacitors, they must be drained of stored
energy.
b. Possible disconnecting means include the power cord, power panels (look for primary and
secondary voltage), breakers, the operator's station, motor circuit, relays, limit switches, and
electrical interlocks.
c. Some equipment may have a motor isolating shut-off and a control isolating shut-off.
d. If the electrical energy is disconnected by simply unplugging the power cord, the cord
must be kept under the control of the authorized employee or the plug end of the cord must be
locked out or tagged out.

C. Hydraulic/Pneumatic

1. Shut off all energy sources (pumps and compressors). If the pumps and compressors supply
energy to more than one piece of equipment, lockout or tagout the valve supplying energy to
the piece of equipment being serviced.
2. Stored pressure from hydraulic/pneumatic lines shall be drained/bled when release of stored
energy could cause injury to employees.
3. Make sure controls are returned to their safest position (off, stop, standby, inch, jog, etc.).

D. Fluids and Gases

1.
Identify the type of fluid or gas and the necessary personal protective equipment.
2.
Close valves to prevent flow, and lockout/tagout.
3.
Determine the isolating device, then close and lockout/tagout.
4.
Drain and bleed lines to zero energy state.
5.
Some systems may have electrically controlled valves. If so, they must be shut off and locked/
tagged out.
6. Check for zero energy state at the equipment.
E. Mechanical Energy- All Stored energy must be released after LOTO
Mechanical energy includes gravity activation, energy stored in springs, etc.
1. Block out or use die ram safety chain.
2. Lockout or tagout safety device.
3. Shut off, lockout or tagout electrical system.
4. Check for zero energy state.
5. Return controls to safest position.

Following the application of lockout/tagout devices to energy isolating devices, all potentially
hazardous stored or residual energy shall be relieved, disconnected, restrained or otherwise
rendered safe. If there is a possibility of re-accumulation of stored energy, verification of isolation
shall be continued until the servicing or maintenance is completed, or until the possibility of such
accumulation no longer exists.

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 F. Release from Lockout/Tagout

1. Inspection: Make certain the work is completed and inventory the tools and
equipment that were used.
2. Clean-up: Remove all towels, rags, work-aids, etc.
3. Replace guards: Replace all guards possible. Sometimes a particular guard
may have to be left off until the start sequence is over due to possible
adjustments. However, all other guards should be put back into place.
4. Check controls: All controls should be in their safest position.
5. The work area shall be checked to ensure that all employees have been safely
positioned or removed and notified that the lockout/tagout devices are being
removed.
6. Remove locks/tags. Remove only your lock or tag.

G. Service or Maintenance Involving More than One Person

When servicing and/or maintenance is performed by more than one person, each authorized
employee shall place his own lock or tag on ALL the energy isolating sources. This shall be
done by utilizing a multiple lock scissors clamp if the equipment is capable of being locked out.
If the equipment cannot be locked out, then each authorized employee must place his tag on
the equipment. Locks and tags are issued to each employee. Legions assigned locks
are color coded for easy identification.

H. Removal of an Authorized Employee’s Lockout/Tagout by the Company

Each location must develop written emergency procedures that comply with 1910.147(e)(3) to be
utilized at that location. Emergency procedures for removing lockout/tagout should include the
following:
1. Verification by employer that the authorized employee who applied the device is
not in the facility.
2. Make reasonable efforts to advise the employee that his/her device has been
removed. (This can be done when he/she returns to the facility).
3. Ensure that the authorized employee has this knowledge before he/she resumes
work at the facility.

I. Shift or Personnel Changes

Each facility must develop written procedures based on specific needs and capabilities. Each
procedure must specify how the continuity of lockout or tagout protection will be ensured at all
times. See 1910.147(e)(4).

J. Procedures for Outside Personnel/Contractors

Outside personnel/contractors shall be advised that the company has and enforces the use of
lockout/tagout procedures. They will be informed of the use of locks and tags and notified about
the prohibition of attempts to restart or re-energize machines or equipment that are locked out or
tagged out.

The company will obtain information from the outside personnel/contractor about their
lockout/tagout procedures and advise affected employees of this information.
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 The outside personnel/contractor will be required to sign a certification form. If outside
personnel/contractor has previously signed a certification that is on file, additional signed
certification is not necessary.

K. Training and Communication

All Legion field service employees will be utilizing the lockout/tagout procedure will be trained in
the recognition of applicable hazardous energy sources, type and magnitude of energy available
in the work place, and the methods and means necessary for energy isolation and control.

Each affected employee (all employees other than authorized employees utilizing the
lockout/tagout procedure) shall be instructed in the purpose and use of the lockout/tagout
procedure, and the prohibition of attempts to restart or re-energize machines or equipment that
are locked out or tagged out. Re-training will be every 3 years unless there is a change in the
program, if employee violates the LOCK OUT/ TAGOUT policy or recommended by Lead/
Supervision.

Training will be certified using Attachment B (Authorized Personnel) or Attachment C (Affected

Personnel). The certifications will be retained in the employee personnel files.

L. Periodic Inspection

A periodic inspection (annually) will be conducted of each authorized employee under the
lockout/tagout procedure. The Safety Coordinator will ensure that this inspection is completed
by a designated employee that is not involved with project that energy control procedure being
inspected, then the inspection shall be performed by another party.

The inspection will include a review between the inspector and each authorized employee of that
employee's responsibilities under the energy control (lockout/tagout) procedure. The inspection
will also consist of a physical inspection of the authorized employee while performing work under
the procedures.

*shall certify in writing that the inspection has been performed. The written certification
(Attachment D) shall be retained in the individual's personnel file.

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 ATTACHMENT A

Legion Industrial Services List of Authorized Personnel

for
Lockout/Tagout Procedures

NAME JOB TITLE

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 ATTACHMENT B

Certification of Training
(Authorized Personnel)

I certify that I received training as an authorized employer under Legion Industrial

SVCS Lockout/Tagout program. I further certify that I understand the procedures and
will abide by those procedures.

AUTHORIZED EMPLOYEE SIGNATURE DATE

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 ATTACHMENT C

Certification of Training
(Affected Personnel)

I certify that I received training as an Affected Employee under Legion Industrial

SVCS Lockout/Tagout Program. I further certify and understand that I am prohibited
from attempting to restart or re-energize machines or equipment that are locked out or
tagged out.

AFFECTED EMPLOYEE SIGNATURE DATE

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 ATTACHMENT D

Lockout/Tagout Inspection Certification

I certify that _________________was inspected on this date utilizing lockout/tagout

procedures. The inspection was performed while working on_____________________

AUTHORIZED EMPLOYEE SIGNATURE DATE

INSPECTOR’S SIGNATURE DATE

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 ATTACHMENT E

Legion Industrial Services

LOTO PROCEDURES
Lock out/Tag Out procedures MUST BE FOLLOWED and are to be completed before any service or
maintenance work on equipment or machinery, and/or before entry into any grain bin or other area where
operating equipment poses a hazard to the entrant. Failure to follow proper lockout-tag out procedures may
result in disciplinary action up to and including termination.
1. Each LOTO will follow the general process listed below.
2. LOTO will follow the specific instructions for each piece of equipment/machinery to identify,
disconnect, isolate, lock out and verify the lock out of the appropriate energy sources.
3. Ending LOTO – follow the general LOTO Release process listed below, using the specific
instructions for the equipment to activate energy sources.

General Lockout Steps

# Step Instruction Additional Information
1 Notify Employees Notify all affected employees what
machine/equipment will be shutdown and locked out.
2 Review Procedures Ensure each person performing LOTO (authorized
employee) understands the type and magnitude of
the energy present, the associated hazards and the
proper methods of control.
3 Shutdown Equipment If the machine or equipment is operating, shut it down
by the normal stopping procedure.
4 Disconnect & Isolate Disconnect/de-activate the energy isolating devices(s) so
all Energy Sources the machine or equipment is isolated from the energy
source(s).
5 Lockout Controls Lockout and tag out the energy isolating device(s)
as indicated in the specific instructions
6 Release Energy Release and/or dissipate any stored or residual energy
as indicated in the specific instructions.
7 Try out Verify the energy source has been isolated as indicated
in specific instructions.
Lockout Release Steps
# Step Instruction Additional Information
1 Inspect Equipment Check the equipment to ensure the components
are operational.
2 Check Area Check the immediate area to ensure all employees have
been safely positioned, and tools and any nonessential
items have been removed.
3 Check Controls Verify that operating controls are off (not on).
4 Re-energize Remove the lockout device(s) and activate the energy
isolating device(s) to re-energize the equipment.
5 Notify Employees Notify affected employees the servicing or maintenance
is completed and the equipment is ready for use.
6 Startup Equipment Startup equipment and monitor for several
operating cycles to ensure it is functioning properly.

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Legions Industrial SVCS SPECIFIC LOTO INSTRUCTIONS

Legion Industrial Services

Equipment ID: Date Created:

Description: Person:
Facility: Date Revised:
Location: Person:

#1 Lockout Points Identify where the lock out points are located.
Picture of lockout points goes here. Picture of lockout points goes here.

#2 Lockout Instructions Follow the lock out instructions below.

Any machine modifications must be shown in this procedure. Contact facility manager to update this procedure.
Always perform a machine stop before locking out disconnects.
Energy Source Device used to Location Method Try Out
De-energize Check to Verify Equipment
is De-energized

# SPECIAL INSTRUCTIONS
1.
2.
3.

Reference: Typical minimal lockout procedure – 29 CFR 1910.147 App. A

Enforcement: Failure to follow proper lockout-tag out procedures may result in disciplinary action up to and including termination.

SAFETY IS YOUR RESPONSIBILITY – LOCK IT OUT!

Control of Hazardous Energy (Lockout/Tagout)

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