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Lockout/Tagout - The Control of Hazardous Energy Sources Policy


The purpose of this policy is to prevent injuries to employees from the unexpected energizing, start-up, or release of stored energy from machines, equipment, or processes when such employees are engaged in activities where they are at risk from these hazardous sources.

This policy requires Departments, Centers/Institutes to establish and implement procedures for affixing the appropriate lockout/tagout devices to energy isolating devices, and to otherwise disable machines, equipment, or processes to prevent unexpected energizing, start-up, or the release of stored energy.

  1. Each Department, Center/Institute shall ensure that before an employee performs any activities where the unexpected energizing, start-up or release of stored energy could occur and cause injury, all potentially hazardous energy sources shall be isolated, locked/tagged out, or otherwise disabled in accordance with the established departmental procedures and the University's Lockout/Tagout Program.
    1. Each Department, Center/Institute has the responsibility to ensure workers who perform maintenance on University equipment be trained on lockout/tagout. Retraining is to be conducted with the addition of new equipment, new personnel, or if work environments change.
    2. Training may be conducted online at the EH&S website, using a CD available from EH&S, or by requesting a seminar or training session.
  2. This policy applies to the control of energy sources during servicing, installation, removal, or maintenance of machines or equipment.
  3. This policy does not apply to the following:
    1. Work on plug and cord type electrical equipment, for which exposure to the hazards of unexpected energizing, start-up, or the release of stored energy of the equipment is effectively controlled by the unplugging of the equipment from the energy sources and by the plug being under the exclusive control of the employee performing the servicing or maintenance.
    2. Hot Tap operations involving transmission and distribution systems for substances such as gas, steam, water, or petroleum products when they are performed on pressurized pipelines, provided that the Department, Center/Institute demonstrates that (1) continuity of service is essential; (2) shutdown of the system is impractical; and (3) documented procedures and special equipment are implemented which will provide proven effective protection for employees.
    3. Normal production operations are not covered by this policy except under the following circumstances:
      1. An employee is required to remove or bypass a guard or other safety device; or
      2. An employee is required to place any part of his or her body into an area on a machine or piece of equipment where work is actually performed upon the materials being processed (point of operation) or where an associated danger zone exists during a machine operating cycle.
    4. Servicing or maintenance which takes place during normal production operations, such as lubricating, cleaning, and making minor adjustments and simple tool changes, are not covered by this policy. If it is necessary to perform such servicing or maintenance with the machine or equipment energized, alternative measures, which the department can demonstrate will provide effective protection, must be used.
For more information regarding this policy, contact Environmental Health and Safety 610-758-4251.

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