Part 1: Written Energy Control Program

1. Purpose and Scope

This Energy Control Program has been established for company name to prevent injury from the unexpected energization, startup, or release of stored energy during the servicing and maintenance of machinery and equipment, in compliance with 29 CFR 1910.147.

This program applies to all equipment and machinery at this facility where the unexpected release of energy could cause injury to employees performing servicing or maintenance. It applies to all authorized employees who perform lockout or tagout, and all affected employees who operate or work in areas where lockout/tagout is performed.

This program is maintained at: location and is available to employees, employee representatives, and OSHA upon request.

2. Definitions

• Authorized employee: An employee who performs lockout or tagout in order to perform service or maintenance on machinery or equipment.
• Affected employee: An employee who operates or uses a machine or equipment on which servicing or maintenance is being performed, or who works in an area where such servicing is performed.
• Energy isolating device: A mechanical device that physically prevents the transmission or release of energy — a disconnect switch, circuit breaker, valve, or similar device.
• Lockout: The placement of a lockout device on an energy isolating device, in the safe (de-energized) position, ensuring the equipment cannot be operated until the device is removed.
• Tagout: The placement of a tagout device on an energy isolating device to indicate that the equipment may not be operated. Tagout is only used when the isolating device cannot be locked.

3. Energy Control Procedures

All authorized employees must follow the sequence below when applying energy controls. Machine-specific procedures (Part 2) provide the equipment-specific details for each step.

General Lockout Sequence

1. Notify affected employees that a lockout is being performed and the reason for it
2. Shut down the equipment using normal stopping procedures
3. Isolate all energy sources by operating all energy isolating devices
4. Apply lockout device(s) — each authorized employee applies their own personal lock
5. Release or restrain stored energy — bleed hydraulic/pneumatic lines, discharge capacitors, block suspended parts, allow thermal energy to dissipate
6. Verify de-energization — attempt to start the machine using normal operating controls to confirm it is de-energized. Use a meter or test instrument to verify electrical isolation where applicable. Return controls to the off or neutral position.
7. Perform the work

Restoring Equipment to Service

1. Confirm all tools and non-essential items have been removed from the work area
2. Confirm all guards and safety devices have been reinstalled
3. Confirm all employees are safely positioned away from the equipment
4. Notify affected employees that lockout devices are being removed
5. Remove lockout devices — only the authorized employee who applied a device may remove it
6. Restore energy to the equipment

4. Lockout Devices and Hardware

Lockout devices used at this facility meet the following requirements:

• Each authorized employee has their own individually keyed personal lock
• Locks are identified with the employee's name or other unique identifier
• No master key exists that would allow removal of another employee's lock (exception: documented emergency procedure in section below)
• Multi-lock hasps are available for situations where multiple employees work on the same equipment simultaneously
• Lockout devices are stored at: location

Tagout Use (when lockout is not feasible)

Tagout is only used when the energy isolating device is not capable of being locked. When tagout is used, additional protective measures are implemented to provide a level of safety equivalent to lockout: describe additional measures — e.g., removing valve handles, removing and keeping fuses, blocking control switches.

5. Employee Training

Training is provided to authorized and affected employees before they perform or are exposed to lockout/tagout operations, and whenever there is reason to believe a previously trained employee lacks the required knowledge or skills.

Authorized Employee Training

Authorized employees are trained on: the energy control standard, this written program, the machine-specific procedures for each piece of equipment they service, each energy type present, and the methods and means to isolate and control each energy type.

Affected Employee Training

Affected employees are trained on: the purpose of the lockout/tagout program, the prohibition against attempting to restart or re-energize locked-out equipment, and the prohibition against removing any lockout device that is not their own.

Training Documentation

Training records are maintained at: location. Records include employee name, date of training, type of training (authorized or affected), and trainer identity.

6. Annual Program Inspection

An inspection of this energy control program is performed at least annually. The inspection is conducted by an authorized employee other than the one using the procedure being inspected.

The inspection verifies that the procedure is being implemented correctly and that employees understand their responsibilities. The annual inspection is certified in writing, including: the date, the machine or equipment inspected, the names of employees involved in the inspection, and the identity of the inspector.

Annual inspection records are maintained at: location. See our free LOTO Annual Audit Checklist for the inspection documentation form.

7. Contractor and Outside Personnel

When outside contractors or service personnel perform work at this facility that requires lockout/tagout, the following applies:

• Outside employers are informed of this facility's energy control program and procedures
• Outside employers' lockout/tagout procedures are reviewed for compatibility with this facility's program before work begins
• When both employer and contractor personnel work on the same equipment simultaneously, the facility's group lockout procedures apply

Coordination responsibility: name/title

Part 2: Machine-Specific Energy Control Procedure

Energy Sources

List every energy source associated with this equipment. Common types: electrical, hydraulic, pneumatic, mechanical (spring/gravity), thermal, chemical.

Lockout Procedure — Step by Step

Restoration Procedure

Steps to return equipment to service after work is complete: