The purpose of this standard is to establish procedures for the protection of property and personnel from injury due to the: • unexpected energization; • start-up; • inadequate insulation; • inadequate isolation; or • release of active or stored energy of machines, equipment, vehicles, tools, etc. in, on or around machines, tools or equipment during repair, maintenance, servicing, installation, testing and associated construction and demolition activities. The purpose is to ensure that before any worker services, maintains, works on or near equipment where the potential exists for exposure to un-isolated energy or unexpected energization, start-up of equipment or the release of stored energy, that the machine, equipment, vehicles or tools, etc. is isolated from the energy source and rendered inoperative.

Table of Contents

1. Scope and Purpose
1.1 Scope
1.2 Purpose
2. Definitions
3. Lockout/Tagout Policy and Procedure
3.1 General
4. Minimum Requirements for Lockout/Tagout Procedure – Pre-planning
4.1 Identification of Energy Isolating Devices
4.2 Selection and Procurement of Protective Materials and Hardware
4.3 Assignment of Duties and Responsibilities
4.4 Preparation of De-Energization and Start-Up Sequences
5. Implementation of Lockout/Tagout Procedure
5.1 Notification of Personnel
5.2 Application of Lockout/Tagout
5.3 Release from Lockout/Tagout
6. Special Lockout/Tagout Considerations
6.1 Lockout/Tagout Interruption (Testing of Energized Equipment)
6.2 Equipment Design and Performance Limitations
6.3 Group Lockout/Tagout
6.4 Outside Personnel (Contractors, etc.) Lockout/Tagout
6.5 Coordination (Shift/Schedule Change)
6.6 Authorization for Lockout/Tagout Application and Removal
7. References/Resources
APPENDIX A: Equipment-Specific Lockout/Tagout Procedure Documentation Form

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