San Juan Basin Operators Forum - 4 Corners Safety … · Web viewSan Juan Basin Operators Safety Council (SJBOSC) Energy Isolation (Lock-Out/Tag-Out) Procedure This San Juan Basin

San Juan Basin Operators Safety Council (SJBOSC)

Energy Isolation (Lock-Out/Tag-Out) Procedure

This San Juan Basin Operators Safety Council (SJBOSC) procedure defines what is required to protect workers from the unexpected release of hazardous energy and establishes minimum requirements for locking and tagging out energy-isolating devices during installation, maintenance, service, and repair activities involving hazardous energy sources.

1.0 MINIMUM REGULATORY REQUIREMENTS 29 CFR 1910.147 - Control of Hazardous Energy (Lock-out/Tag-out)

2.0 DEFINITIONSAffected personnel—individuals whose jobs require them to operate or use machines or equipment on which service or maintenance is being performed under lock-out or tag-out (LOTO), or whose jobs require them to work in the immediate vicinity of servicing or maintenance being performed. Area supervisor—a titled position that has assigned authority and is responsible for production, maintenance, and personnel. Authorized personnel—Employees or contract personnel who have been designated by their supervisors and trained to be responsible for servicing or maintaining machines or equipment under lock-out. Blanking or blinding—the absolute closure of pipe(s), line(s), or duct(s) by fastening a solid plate (e.g., a spectacle blind or a skillet blind) that completely covers the bore and is capable of withstanding the maximum pressure of the pipe, line, or duct with no leakage beyond the plate.Capable of being locked out—an energy-isolating device with a built-in locking mechanism; an energy-isolating device that has a hasp or other means of attachment to which, or through which, a lock can be affixed.Common isolation procedure—isolation procedures developed for generic equipment (e.g. compressors, pumping units, or vessels). Contract designee—an authorized contract employee who has been designated, trained on the LOTO procedure, and can perform LOTO on equipment. Designated worker—an individual working in a group as an authorized person who participates in the permit process under group LOTO. Employee—an individual at a work site that is affected by LOTO or is a LOTO (primary) authorized person. Energized—connected to an energy source or containing residual or stored (i.e., trapped or kinetic) energy.

Energy-isolating device—a mechanical device that physically prevents the transmission or release of energy; some examples include the following:

A manually operated electrical circuit breaker A disconnect switch Fuses removed, with measures taken to prevent inadvertent reinstallation

Issue Date: Feb 1, 2006 LOTO 1

A manually operated switch by which a circuit’s conductors can be disconnected from all ungrounded supply conductors and, in addition, no pole can be operated independently; a line valve; a block; and any similar device used to block or isolate energyNote: Push buttons, selector switches, and other control-circuit-type devices are not energy-isolating devices.

Energy source—any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy.Exclusive control—energy-isolation device(s) physically located within the immediate work area (e.g., within arm’s reach) and capable of being visually monitored by an authorized person working alone.Group lock-out—when yellow locks are applied to energy-isolating devices by multiple crafts, crews, departments, or contractors who are performing service or maintenance in a specific location or over a large geographical area (also known as gang lock-out or craft lock-out).Group lock-out locks—a set of yellow locks, keyed alike and with only one key, that are assigned to a lock-out box and are used to lock out isolation devices during group lock-out conditions. Lock-out—a method of ensuring that an energy-isolating device and the machines or equipment being controlled cannot be operated until the lock-out device is removed.Lock-out box—a secure box for keeping keys used with LOTO device locks during group LOTO and for allowing authorized personnel to install their personal locks on the box to secure the device lock keys. Lock-out device—a device using positive means to hold an energy-isolating device in a safe position and prevent the energizing of machines or equipment; includes locks with mechanism for securing energy-isolating device in required position (i.e., key or combination), blind flanges, and slip blinds.LOTO tag—a standard tag made of plastic with black writing on white background “Do Not Operate Equipment Locked Out.” In addition, the tag has the word “Danger” written in white on a red background with an area on the back to write the name of the person affixing the lock, the date the lock was affixed, and the reason the lock-out device was attached.Normal operation—using machines or equipment to perform their intended function.Permit process—when large work groups are working in a group LOTO lockbox condition, the supervisor/lead worker of the work group places a personal lock on the lockbox and has a signed list of workers on the permit form in lieu of each worker having a personal lock on the LOTO lockbox. Personal lock—an individually assigned keyed or combination red lock applied by an authorized person to maintain personal control of hazardous energy according to LOTO procedure.Primary authorized person—the designated authorized person who is responsible and accountable for a group lock-out.Qualified person—a person who is trained to recognize and avoid the hazards (e.g., electrical and hydraulic) of working on or near exposed energized parts, is knowledgeable in the construction and operation of the equipment, and has demonstrated the skills or knowledge necessary to safely perform the task.


Service and maintenance—constructing, installing, setting up, adjusting, inspecting, modifying, maintaining, and servicing machines or equipment; this can include lubricating, cleaning, or unjamming machines or equipment and making adjustments or changes where personnel may be exposed to injury if the equipment is unexpectedly energized or started or unexpectedly releases hazardous energy.Shift change—a change in the primary authorized person and/or personnel at the job site working under a LOTO procedure. Shift lock—a blue combination lock with combination number 0000 that is used to communicate between shifts that equipment is not safe to operate or to perform any repair or maintenance. Site-specific—a location or facility where work is being performed. Site-specific isolation procedure—isolation procedures developed in an asset for equipment that cannot be isolated with a common LOTO isolation procedure. Supervisor—a titled supervisor or authorized lead worker who has accountability at the job site.Try (physically verify)—a step taken before starting work on machines or equipment that have been locked or tagged out.Well servicing and drilling—oil and gas well drilling and servicing (e.g., wireline work, acidizing, and fracturing).

3.0 COMMON REQUIREMENTS

The procedures provided in this document are procedures common to the participating SJBOSC companies. The contractor should contact the company directing the work (i.e., BP, ConocoPhillips or Burlington Resources) for additional company equipment or site specific LOTO procedures not covered by these common procedures.


4.0 PROCESS

Step Responsible

Action

4.1 Individual Lock-out/Tag-outCommon lock-out/tag-out isolation procedures ( Section 7.0 Forms) or Site-Specific LOTO Isolation Procedures shall be used any time an individual performing a task related to machines or equipment does not have exclusive control of the task. Examples where individuals are in exclusive control include changing a choke, calibrating a meter, or changing an orifice plate, provided that the same person who performs the task also controls the isolation valves.

4.1.1 Contractor Issue personal red lock-out/tag-out lock(s) to all company field operations personnel who are trained and authorized in LOTO.

4.1.2 Authorized Person

Choose whether an individual or a group LOTO is to be performed. If doing group LOTO, go to section 4.2.


Select the common LOTO isolation procedure as follows:

Authorized Person

The San Juan Basin Operators Safety Council Common LOTO Isolation Procedures are attached to this LOTO procedure. Use Appendix A to determine the mandatory methods for controlling energies.


If a Common LOTO Isolation Procedure, does not exist, that covers the LOTO operation contact the company supervisor to develop a Site Specific LOTO Isolation Procedure


Work with the company supervisor or designee to write a Site-Specific LOTO Isolation Procedure when additional detail is needed to support the Common LOTO Isolation Procedure.


Review the Site-Specific LOTO Isolation Procedure when site conditions differ from the Common LOTO Isolation Procedure:

The type and magnitude of energy (i.e., operating pressure) exceeds the pressure identified on the common LOTO isolation procedure.

There is a different layout/scheme for control and isolation of energy.

4.1.7 Supervisor Approve the Site-Specific LOTO Isolation Procdure.

Authorized Person

After selection of the Common LOTO Isolation Procedure or development of an approved Site-Specific LOTO Isolation Procedure the authorized person will use this procedure in the field as a onsite Check List. The procedure will be attached in a common area on the equipment to be LOTO or at the job location where activities are to be performed. The procedure will be protected from the weather and the location of the procedure will be comunicated to all personnel envolved in the LOTO activites.


Preparation for Shutdown4.1.8 Authorized

PersonCarry out preparation for shutdown provided on the Common or Site Specific LOTO Isolation Procedure including the following:

Conduct a pre-job safety meeting.

Ensure that affected persons are notified of the LOTO prior to equipment shutdown via pre-job safety meetings, work orders, or other methods.

Inform employees of the Common or Site-specific LOTO isolation actions to be performed and any restrictions related to these actions; resolve any differences or shortcomings prior to initiation of the job.

Survey the area and review the Common or Site-specific LOTO Isolation Procedure, prior to initiating LOTO.

Equipment Shutdown4.1.9 Authorized

PersonShut down equipment for maintenance operations.


Follow the standard operating procedure (SOP) for component shutdown, when it exists.

Isolation of Energy


Follow the sequence developed in the common or site-specific LOTO isolation procedures and operate the devices in such a manner as to isolate the equipment and release any stored energy.

Note: Do not use push buttons, selector switches, and other control-circuit-type devices as energy-isolating devices.


Affix a personal lock to each isolation device prior to working on the equipment. Attach a LOTO tag to each lock-out device.

Note 1: The LOTO tag is important to communicate the type of lock for personnel who are colorblind.

Note 2: BP requires a Check List Form to be used to document the locations of each point a personal lock and or tag is affixed. See Section 6 Company Specific Polices of this procedure.


Keep sole possession of lock keys or lock combinations. The only exception is when the area supervisor has a key in a controlled, secured, and locked location.

Well Servicing and Drilling



Follow this procedure when work is being done during well servicing and drilling on COMPANY-owned equipment:

Note: Individual employees of well servicing and drilling crews do not have to attach lock-out devices on company owned equipment.

Instruct contract employees to apply a personal lock to equipment lock-out devices and comply with the LOTO procedures only if the well servicing/drilling contractor’s LOTO procedure requires each employee to apply a lock to the operator’s equipment (e.g., flowlines and well head valves).

Communicate the energy isolation techniques used and the hazards associated with the equipment to the well servicing crew.

The wellsite Supervisor responsible for drilling, workover, completion and cavitation rig activity will be required to install their individual locks at an appropriate downstream location of the wellhead. This is normally the first flange or valve entering the separator. Furthermore, everything upstream of the on-site meter run, should be blown down and vented to atmosphere.

Shift Changes4.1.15 Authorized

PersonUse a blue shift lock to maintain isolation between shifts or over extended periods of time when maintenance activities are not being performed and follow these steps:

Remove the personal locks and install a blue shift lock if work extends beyond a single shift (multiple shifts in one day) AND different workers are continuing the work.

Have authorized personnel coming on the shift remove the blue shift locks and place their personal locks on the energy-isolating device and verify the reapplication of personal locks according to the Common LOTO Isolation Procedure.

Remove or leave in place all personal locks if the work is to be stopped for the day and the same crew(s) is returning the following day.

Verify the reapplication of personal locks according to the Common LOTO Isolation Procedure the following day.

Remove shift locks.

Verification of Lock-out Device and Tag Application


Verify that all isolation devices listed on the common or site-specific LOTO procedure have the proper lock-out devices and tags.

Release of Stored Energy4.1.17 Authorized

PersonRefer to potential energy sources identified in the common or site-specific LOTO isolation procedure, and identify potential hazards of energy prior to the release.


4. 4.1.18 Authorized Person

Release stored energy, if any exists.

Verification of Isolation and Try4.1.19 Authorized

PersonVerify isolation and de-energization prior to beginning work on the component and following extended (>1 hour) breaks or absences.

Note: Verification of isolation can be accomplished by using flow diagrams, schematics, or other positive means.

Verification of de-energization includes, but is not limited to, actuating on/off switches (local), checking with a voltmeter, opening bleeder valves, or drilling a hole in piping before cutting.

Process to Re-energize and Test Equipment During the Job4.1.20 Authorized

PersonTake action as described in Inspection and Notification (Step 4.1.22) before the locking devices are removed and before the machine or equipment is energized if a machine or piece of equipment being serviced or receiving maintenance can only be tested while energized.


Reapply the de-energized and energy-control measures to the machine or equipment when testing is complete.

Inspection and Notification4.1.22 Authorized

PersonTake the following action before lock-out/tag-out devices are removed and energy is restored to the machine or equipment:

Inspect the work area to ensure that nonessential items have been removed, guards have been reinstalled, and the machine or equipment’s components are operationally intact.

Inspect the work area to ensure that all personnel are safely positioned or have been removed.

Release from Lock-out4.1.23 Authorized

PersonVerify that work is complete by removing his/her personally assigned lock.


Verify that the equipment is ready to return to service by removing his/her lock-out device.


Notify all affected persons that the lock-out/tag-out devices have been removed and that the machine or equipment is ready for use.


Re-energize the machine or equipment.


Emergency or Non-owner Lock Removal4.1.27

Authorized Person

Remove the lock-out device.

Note: Only the authorized person applying a lock-out device can remove that device without special permission.

Unauthorized removal of a locking device can result in disciplinary action up to and including termination.

4.1.28

Affected Personnel

Try to make contact with the authorized person. If he/she is still not available to remove the personal lock-out device, the following steps must be followed:

Contact the area supervisor or his designee to obtain a verbal approval to remove the lock-out device.

Identify any safety concerns and apply corrective actions.


Obtain the area supervisor’s written approval using the Emergency or Non-Owner Lock Removal Form (Attachment A) as follow-up to verbal approval.

4.1.29

Authorized Person

Notify the previous authorized person or lock owner whose lock was removed immediately, prior to him or her returning to the work site, and obtain his/her signature on the Emergency or Non-Owner Lock Removal Form (Attachment A) acknowledging removal of the lock-out device.

Contractors: The contractors LOTO program should meet at a minimum the OSHA requirements. 4.1.30

Contractor Follow this procedure when initiating a LOTO on company-owned equipment, machinery, or facilities. Only an authorized person shall perform LOTO.

4.1.31

Contractor Adhere to contractor’s LOTO procedure when operating under a contractor-initiated LOTO on contractor equipment.

4.2 Group Lock-out/Tag-outGroup lock-out/tag-out will be used when an individual lock-out is impractical because of the job’s size (e.g., work is being done over a large geographical area or pipeline isolation, or during major facility gas plant shutdowns or equipment overhauls). When the group lock-out/tag-out is used, the lockbox lock-out method shall be used.

It may be necessary, with large construction crews that have multiple crafts, to use a permit process. When using the permit process, it must be used with the group LOTO lockbox to communicate names of designated workers in lieu of a personal lock.

In these cases, the site supervisor/lead worker of each craft group will place a personal lock on the lock-out box and complete a permit form (Attachment B), and each designated worker will initial the permit form at time on and time off. Each craft group will have a separate permit.


4.2.1 Supervisor Issue personal red lock-out/tag-out lock(s) to all company field operations personnel who are trained and authorized in LOTO.


Choose whether individual or group LOTO is being done. If doing an individual LOTO, go to Section 4.1.


Select the Common LOTO Isolation Procedure as follows:

The SJBOSC Common LOTO Isolation Procedures are attached to this LOTO procedure. Use Appendix A to determine the mandatory methods for controlling energies.


If a Common LOTO Isolation Procedure, does not exist, that covers the LOTO operation contact the company supervisor to develop a Site Specific LOTO Isolation Procedure

Authorized Person

Work with the company supervisor or designee to write a Site-Specific LOTO Isolation Procedure when additional detail is needed to support the Common LOTO Isolation Procedure.

Authorized Person

Review the Site-Specific LOTO Isolation Procedure when site conditions differ from the Common LOTO isolation procedure:

The type and magnitude of energy (i.e., operating pressure) exceeds the pressure identified on the common LOTO isolation procedure.

There is a different layout/scheme for control and isolation of energy.

Supervisor Approve the Site-Specific LOTO Isolation Procdure.

Primary Authorized Person

After selection of the Common LOTO Isolation Procedure or development of an approved Site-Specific LOTO Isolation Procedure the authorized person will use this procedure in the field as a onsite Check List. The procedure will be attached in a common area on the equipment to be LOTO or at the job location where activities are to be performed. The procedure will be protected from the weather and the location of the procedure will be comunicated to all personnel envolved in the LOTO activites.

Preparation for Shutdown4.2.5 Primary

Authorized Person

Carry out preparation for shutdown provided on the Common or Site Specific LOTO Islation Procedure including the following:

Conduct a pre-job safety meeting.

Ensure that affected persons are notified of the LOTO prior to equipment shutdown via pre-job safety meetings, work orders, or other methods.

Inform contract employees of the site-specific LOTO isolation actions that are to be performed and any restrictions related to these actions; resolve any differences or shortcomings prior to initiation of job.


4.2.5 Cont. Survey the area and review the common or site-specific LOTO isolation procedure, prior to initiating LOTO.

Equipment Shutdown


Shut down equipment for maintenance operations. This can be delegated by the authorized person to anyone on-site.


Follow the standard operating procedure (SOP) for component shutdown, when it exists.

Isolation of Energy4.2.8 Primary

Authorized Person

Assure that all members of work crews follow the sequence developed in the common or site-specific LOTO isolation procedures and operate the devices in such a manner as to isolate the equipment and release any stored energy.

Note: BP requires a Check List Form to be used to document the locations of each point a personal lock and or tag is affixed. See Section 6 Company Specific Polices of this procedure.

4.2.9 Primary Authorized Person

Assure that members of work crews do not use push buttons, selector switches, and other control-circuit-type devices as energy-isolating devices.


Use group lock-out/tag-out and the lockbox lock-out method with the following steps:

Install the locks and LOTO tags on isolation devices.

Place keys to the lock-out devices in the lock-out box.

Note: Keep sole possession of lock keys or lock combinations. The only exception is when the area supervisor has a key in a controlled, secured, and locked location.

Install his personal lock on the lock-out box first, and then the other authorized persons will install their locks on the lock-out box.


Projects that have large construction crews with multiple crafts can use the permit process. The permit process must be used with the LOTO lockbox and with the following steps:

Use the permit process with the group LOTO lockbox to communicate names of designated workers in lieu of a personal lock.

4.2.11Cont.

Supervisor In these cases, the site supervisor/lead worker of each group will place a personal lock on the lock-out box and complete the permit form (Attachment B). Each designated worker will initial the permit form at time on and time off.


Supervisor Each supervisor/lead worker will complete a separate permit and will have possession of the permit at all times.

Well Servicing and Drilling4.2.12 Primary

Authorized Person

Follow this procedure when work is being done during well servicing and drilling on company-owned equipment.

Note: Individual employees of well servicing and drilling crews do not have to attach lock-out devices on company equipment.


Instruct contract employees to apply a personal lock to company equipment lock-out devices and comply with the LOTO procedures only if the well servicing/drilling contractor’s LOTO procedure requires each employee to apply a lock to the operator’s equipment (e.g., flowlines and well head valves).The wellsite supervisor responsible for drilling, workover, completion and cavitation rig activity, will be required to install their individual locks at an appropriate downstream location of the wellhead. This is normally the first flange or valve entering the separator. Furthermore, everything upstream of the on-site meter run, should be flown-down and vented to atmosphere.


Communicate the energy isolation techniques used and the hazards associated with the equipment to the well servicing crew.

Shift Changes4.2.15 Primary

Authorized Person

Use a blue shift lock to maintain isolation between shifts or over extended periods of time when maintenance activities are not being performed.

Direct personal lock owners to remove personal locks and install a blue shift lock if work extends beyond a single shift (multiple shifts in one day) AND different workers are continuing the work.

Ensure that authorized personnel coming on shift place his locking devices on the energy-isolating device, and verify the reapplication of personal locks according to the equipment-specific LOTO isolation procedure.

Either remove or leave in place, all personal locks and leave in place the primary authorized person’s lock, if the work is to be stopped for the day and the same crew(s) are returning the following day.

Verify the reapplication of personal locks according to the common or site-specific LOTO isolation procedure the following day.

Remove shift locks.


Verify that all isolation devices listed on the Common and/or Site-Specific LOTO Procedure have the proper lock-out devices and tags.

Release of Stored Energy


4.2.17


Refer to potential energy sources identified in the Common LOTO Isolation Procedure, and identify potential hazards of energy prior to the release.

4.2.18


Release stored energy, if any exists. This can be delegated to anyone on site.

Verification of Isolation and Try4.2.19

Primary Authorized Person and Supervisor

Verify isolation and de-energization prior to beginning work on the component and following extended (>1 hour) breaks or absences.

Note: Verification of isolation can be accomplished by using flow diagrams, schematics, or other positive means.

Verification of de-energization includes, but is not limited to, actuating on/off switches (local), checking with a voltmeter, opening bleeder valves, or drilling a hole in piping before cutting.

Process to Re-energize and Test Equipment During the Job4.2.20


Take action as described in Inspection and Notification (Step 4.2.22) before the locking devices are removed and before the machine or equipment is energized if a machine or equipment being serviced or receiving maintenance can only be tested while energized.

4.2.21


Reapply the de-energized and energy-control measures to the machine or equipment when testing is complete.

Inspection and Notification4.2.22


Take the following action before lock-out/tag-out devices are removed and energy is restored to the machine or equipment:

Inspect the work area to ensure that nonessential items have been removed, guards have been reinstalled, and the machine or equipment’s components are operationally intact.

Inspect the work area to ensure that all personnel are safely positioned or have been removed.

Release from Lock-out4.2.23


Verify that the individual’s and/or group’s work is complete by having the individual and/or authorized person for the group remove his personally assigned lock or group lock from the lockbox.

4.2.24


Verify that the equipment is ready to return to service by removing his lock from the lockbox last, and then remove locks and tags from the lock-out device.


4.2.25


Notify all affected persons that the lock-out/tag-out devices have been removed and that the machine or equipment is ready for use.

4.2.26

Primary Authorized Person or Affected Personnel

Re-energize the machine or equipment.

Emergency or Non-owner Lock Removal4.2.27

Authorized Person

Remove lock-out device.

Note: Only the authorized person applying a lock-out device can remove that device without special permission.

Unauthorized removal of a locking device can result in disciplinary action up to and including termination.

4.2.28


Try to make contact with authorized person. If he is still not available to remove the personal lock-out device, the following steps must be followed:

Contact the area supervisor or his designee to obtain a verbal approval to remove the lock-out device.

Identify any safety concerns and apply corrective actions.


Obtain the area supervisor’s written approval using the Emergency or Non-Owner Lock Removal Form (Attachment A) as follow-up to verbal approval

4.2.29


Notify the authorized person whose lock was removed immediately, prior to him or her returning to the work site, and obtain his signature on the Emergency or Non-Owner Lock Removal Form (Attachment A), acknowledging removal of his lock-out device.


Contractors: The contractors Group LOTO program should meet at a minimum the OSHA requirements. 4.2.30 Contractor Follow this procedure when initiating a LOTO on COMPANY-owned

equipment, machinery, or facilities. Only a contract designee shall perform LOTO.

4.2.31 Contractor Adhere to contractor’s LOTO procedure when operating under a contractor-initiated LOTO on contractor equipment.

5.0 Training

The contractor will verify that personnel who are to be involved in LOTO have been trained on this San Juan Basin Operators Safety Council Energy Isolation (LOTO) Procedure and any other relevant procedures and equipment before assigning them work in LOTO duties. Contact your SJBOSC company representative for training information and requirements.

Employees affected by the LOTO process will at a minimum meet the OSHA training requirements at 29 CFR 1910.147.

All affected and authorized employees must be retrained under certain conditions listed below. A change in job assignments.

A change in machines, equipment, or processes that present a new hazard.

A change in the energy control procedures.

Periodic inspections reveal that there are deviations in the energy control procedure.

Contractor believes that there are deviations from, or inadequacies in, the employee's knowledge or use of the energy control procedures.

Retraining is not required annually. Training does require certification that training or retraining took place and that the employee is kept up to date. The certification must include each employee's name and the dates of training and /or retraining. Documentation of the appropriate training should be made available upon request from the contractor’s office.

6.0 COMPANY SPECIFIC POLICIES

BP requires a Check List Form to be used to document the locations of each LOTO isolation point. Contact the BP representative for the LOTO Check List Form and additional instructions.


7.0 FORMS

LIST OF (8) COMMON LOTO ISOLATION PROCEDURES FORMS

1) PRIME MOVERS 2) PUMPING UNITS 3) COMPRESSORS AND ASSOCIATED DRIVERS 4) TANKS AND VESSELS 5) VALVES, PIPING, AND PIPELINE REPAIRS 6) LAUNCHER AND RECEIVERS 7) PUMPS 8) ENTIRE WELL-SITE LOCATION.

LIST OF APPENDIES

1. APPENDIX A—TYPES OF ENERGY AND METHODS OF CONTROL

LIST OF ATTACHMENTS

1. ATTACHMENT A —EMERGENCY OR NON-OWNER LOCK REMOVAL FORM

2. ATTACHMENT B—GROUP LOCK-OUT/TAG-OUT PERMIT


Types of Energy and Methods of ControlTypes of energy that are commonly found within COMPANY operations are described in this appendix. The methods described below for controlling these energies are mandatory and shall be followed.

A.1 ELECTRICALMotor controllers, capacitors, circuit breakers, electric motors/pumps, and J-boxes for submersible pumps are examples of items that store electrical energy.

Mandatory Control Method Shut down the equipment using first the selector switch, then the energy-

isolating device/fuses. Ensure that all power sources are locked and tagged out. Bleed stored electrical energy until a zero energy state is achieved. Dissipate static energy by grounding. Follow the applicable method of energy isolation listed in this appendix if

additional energy sources are present.

A.2 PNEUMATICSources of pneumatic energy can include starting air, control valves, and instrument air.

Mandatory control method Identify the system to be isolated. Close the block valve(s) upstream and downstream of section. Use a controlled bleed-off to release the pressure until a zero energy state is

achieved. Lock out the energy source by using chains, energy-isolation air valves, shut-

off valves, padlocks, or other lock-out device(s). Disconnect lines or install blinds. Follow the applicable method of energy isolation listed in this appendix if


A.3 HYDRAULICHydraulic energy can be found in valve actuators and presses.

Mandatory control method Identify the system to be isolated. Close the block valve(s) upstream and downstream of the section. Release the pressure until a zero energy state is achieved. Lock out the energy source by using lock-out valves or chains and padlocks. Follow the applicable method of energy isolation listed in this appendix if



Appendix A—Types of Energy and Methods of Control, continued

A.4 FLUIDS AND GASESPiping systems, vessels, production/process equipment, and storage tanks are examples of where fluid and gas energy can be found.

Mandatory control method Identify the system to be isolated. Isolate all inlet and outlet piping by closing valves or disconnecting or

inserting blinds. Release the pressure until a zero energy state is achieved. Lock out the energy source by using lock-out valves or chains and padlocks. Follow the applicable method of energy isolation listed in this appendix if


A.5 MECHANICAL AND GRAVITATIONALMechanical and gravitational energy can be found in pumping units, counterweights, and flywheels.

Mandatory control method Release or block all stored mechanical energy.

Caution: Be aware of gravity, springs, tension, and other sources of energy that are not always obvious.

Use blocks, pins, or chains to restrain energy when equipment cannot achieve a zero energy state.

Note: Placing a block/timber into the counterweights does not constrain pumping units. A chain or a special sling system should be used when working on equipment associated with the counterweights (defined in BU/asset common LOTO procedures for pumping units).

Note: Chaining the brake does not provide adequate protection.

Lock out and tag out mechanical energy by using padlocks, lock-outs, and tags.

Follow the applicable method of energy isolation listed in this appendix if additional energy sources are present.


Attachment A —Emergency or Non-Owner Lock Removal Form

Emergency or Non-owner Lock Removal

Requester’s name:___________________________________ Date:_________

Requester’s signature:

Location/description:

Name/department (who applied lock):

Reason for removing:

Attempted communication with lock owner:Signature:_________________________Date:_________Time:___________

Identify any safety concerns from removing lock (JSA):

Approval Signatures

Requester’s site supervisor/lead worker:

Date:

Area supervisor (signature):

Date:

Lock owner notified by immediate supervisor before returning to work site (Lock owner signature):

Date:


Attachment B—Group Lock-out/Tag-out Permit

Work to be performed:

Group Lock-out/Tag-out Permit

Date:Supervisor/Lead Worker:_________________________________Primary authorized person:_________________________________

Lock-out/tag-out of equipment (coordinated by primary authorized individual)Name(s) of designated workers covered by this group lock-out/tag-out permit. Each supervisor/lead worker shall verify isolation and de-energization.

Lock/tag number(if applicable) Lockbox/Device(s) locked/tagged

LOTOtime on

LOTOtime off Name/company (print)

Time onand initials

Time offand initials



Documents

San Juan Basin Operators Forum - 4 Corners Safety … · Web viewSan Juan Basin Operators Safety Council (SJBOSC) Energy Isolation (Lock-Out/Tag-Out) Procedure This San Juan Basin