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people
Authorized Persons
Completed Task Notes
Obtains a copy of the Energy Isolation Work
Permit from the Performing Energy Isolation
Coordinator when conducting any work which
requires energy isolation.
Notifies all Affected Personnel of energy isolation
procedure prior to work commencing.
Confirms and uses the written Equipment-
Specific Energy Isolation Procedure provided by
the Performing Energy Isolation Coordinator for
isolating all power sources and for the
placement, testing of zero-energy state, and
removal of energy isolation devices
Logs each energy isolation procedure with the
identity of the equipment, person performing
the procedure, date and time the energy
isolation is installed or removed, and equipment
is re-energized.
Affected (Unauthorized) Persons
Completed Task Notes
Shall understand the dangers of hazardous
energy, recognize and not tamper with energy
isolation devices, and not enter restricted access
zones without approval of the Authorizing Energy
Marshal.
This level of training shall be provided to all
personnel on site by the respective Performing
Energy Marshal Coordinators.
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Performing Energy Isolation Coordinator
Completed Task Notes
Manages and/or performs the isolation process
of stored energy for those directly performing
the work.
Ensures a Hazardous Energy (Level 2) risk
assessment to identify exposures to workers is
conducted,
Obtains Energy Isolation Authorization Work
Permits from the Authorizing Energy Marshal
when conducting any work which requires the
isolation of hazardous energized equipment.
Ensures the development and implementation of
a written equipment-specific energy isolation
procedure for all individual units of energized
equipment that will be de-energized.
Ensures the Authorized Person completes a
qualification training process and is authorized
by their employer to conduct energy isolation
procedures.
Conducts a meeting with all workers involved
with the energy isolation process to discuss the
Level 2 activity risk assessment and equipment
specific energy isolation procedure.
Ensures adequate information, instruction and
competent supervision is available for the
Authorized Person during energy isolating
procedures.
Ensures sufficient energy isolating equipment
and correct personal protective equipment are
provided.
Ensures every individual performing work that
could be exposed to hazardous energy is
protected by their own uniquelykeyed personal
lock.
Ensures the training of Affected (Unauthorized)
Persons to ensure a basic understanding of the
dangers associated with hazardous energy and
the importance of not tampering with energy
isolation devices.
Ensures that the required periodic inspections
and audits of the implementation and
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effectiveness of the local energy isolation
program are conducted.
process
Design
Completed Task Notes
A Preliminary Hazard Analysis (PHA) & Final
Hazard Analysis (FHA) shall be performed in
accordance with DCX-SMP-001 Safety in Design.
The design team will ensure a positive means of
energy isolation is feasible and included in the
final design.
Any exemptions will be made through the Safety
in Design process and requires full concurrence
of the core Safety in Design team to ensure
appropriate controls are established for
protecting personnel installing, commissioning,
maintaining, and operating the equipment and
related systems.
High Risk Activity Forecasting and Planning
Completed Task Notes
Develop a High Risk Activity (HRA) Management
Plan in accordance with SAFE-010 HRA
Management and the Construction Safety Policy.
At a minimum, the following elements must be
described:
• The identification of energy isolation
activities in the work scope and
schedule.
• The process to be used to identify
energy sources or utilities.
• The process to be used to track/update
as-built and temporary power
drawings/BIM models.
• The process to perform risk
assessments for energy isolation
activities.
• A process for issuing energy isolation
permits.
• Training and authorization
requirements for those performing
energy isolation activities.
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• Protection of work areas,
Lockout/Tagout (LOTO) and personal
protective equipment.
• Emergency plans.
• Detailed procedures as to how multiple
energy sources will be safely mitigated
and regulatory requirements specific to
energy isolation activities will be met.
• Process for capturing lessons learned
and best practices.
• Energy Isolation Permit audits (at least
monthly) and audits of energy isolation
program activities.
• Incident and investigation reports for all
incidents (include near-misses, property
damage, environmental mishaps, and
injuries regardless of the actual or
potential severity of those incidents)
involving energy isolation activities.
Three levels of risk assessments with
corresponding forecasting and collaborative
planning meetings will be completed prior to the
execution of any High Risk Activity.
Figure 1.1 outlines a typical process workflow
that the Authorizing Energy Marshal should align
their own energy isolation planning meeting to
ensure coordination with all affected parties
Energy Isolation
Completed Task Notes
Establish an Energy Isolation Program at the local
site that consists of:
• energy control procedures
• worker training
• program audits
• periodic inspections.
It must clearly outline the scope, purpose,
authorization, rules, and techniques to be utilized
for the control of hazardous energy, and the
means to enforce compliance including:
• specific procedural steps for shutting
down,
• isolating,
• blocking and securing machines or
equipment to control hazardous energy;
• placement, removal and transfer of
lockout devices or tagout devices and
responsibility for them;
• specific requirements for testing
equipment to determine and verify the
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effectiveness of lockout/tagout devices,
and other energy control measures.
The program must address all forms of hazardous
energy and both permanent and temporary
installations.
Each Authorized Person must place their own
individual, uniquely keyed, locks and tags on
systems and/or equipment to control all
hazardous energy sources. Personal verification
of energy isolation shall be conducted by the
Authorized Person prior to starting work.
Group lockout/tagout devices must be used when
group energy isolation work is performed by
different companies, crafts, departments or
groups, and they are operating on the same piece
of equipment, or where energy isolation or de-
isolation from one job may affect the safety of
another.
A documented Energy Isolation Plan shall be
developed jointly by all Performing Energy
Isolation Coordinators and reviewed and
approved by the Authorizing Energy Marshal.
A centralized LOTO location will be established
and managed by the Energy Isolation Coordinator
where all LOTO locks and tags are issued.
Drawings depicting the applicable systems and
most current energized state are to be posted at
the centralized location and updated on a daily
basis, at a minimum.
Removal of each lockout or tagout device shall be
done by the Authorized Person who applied the
device. The Energy Isolation Program must
include specific procedures for the removal of
any energy isolation device by any party other
than the Authorized Person and only for
extenuating or safety-critical situations when the
Authorized Person is not available. A removal
procedure must be developed and approved by
the Controlling Energy Marshal, Authorizing
Energy Marshal, Energy Isolation Coordinator
and the Authorizing Authority Safety Manager.
Restoring equipment and systems to service shall
be done only after the Authorized Person has
inspected the work area to ensure that: non-
essential items have been removed; equipment
components are operationally intact; all workers
have been safely positioned or removed; all
guards and safety devices have been replaced and
verified; and all personnel have been notified that
systems are going to be restored to operational
status.
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Foreign Object and Debris
Completed Task Notes
Develop a site-specific program to control the
hazards associated with foreign objects and
debris left behind during the installation,
maintenance, and testing of equipment that could
result in injury or property damage during
energization of equipment or systems.
FOD programs are to include specific inspection
criteria and a means to ensure access into
equipment is controlled and the integrity of
completed inspections is maintained.
Fatigue Management
Completed Task Notes
A fatigue management plan will be developed to
protect workers from the effects of working
excessive hours (no more than 10 hours in a
single day (8hours for night/third shift) and 60
hours in a week unless authorized by the
Controlling Energy Marshal, the Authorizing
Energy Marshal, and the Authorizing Authority's
safety management.
The plan should consider factors such as
environmental conditions, level of risk
associated with job task, fit for duty of workers,
acclimation of workers to the site, potential
emergency response situations, ad commute
times.
tools
Lockout/Tagout (LOTO) Devices
Completed Task Notes
Lockout/Tagout (LOTO) devices
must be singularly identified;
• be the only devices(s) used for
controlling hazardous energy;
• not be used for other purposes;
• and be accompanied by a tag depicting
individual name and contact number.
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• The devices must be able to withstand
the environment to which they are
exposed,
• be standardized within the Energy
Isolation Program;
• be substantial enough to prevent
removal without the use of excessive
force or unusual techniques and prevent
inadvertent or accidental removal,
• and indicate the identity of the employee
applying the device(s).
Note: Only if the energy isolating devices are
not lockable, tagout may be used if approved
by the Controlling and Authorizing Energy
Marshals
Personal locks must be red in color and be
accompanied by a tag depicting individual name
and contact number
Control locks which are used to control the
unintentional activation of equipment or a system,
are typically used to protect the equipment or a
system from damage and could have a limited, but
multiple keys, maintained by authorized personnel.
• Controls locks should not be colored the
same as lockout/tagout devices (red) for
individual protection.
Group lockout devices must be used
when work is performed by different companies,
crafts, departments or groups that are operating on
the same piece of equipment or where energy
isolation or de-isolation from one job may affect the
safety of another.
Lock boxes shall be used for group energy
isolation when the number of workers exceed the
capacity of multi-lockout devices.
• All locks used for Energy Isolation will
be uniquely keyed. The ONE key used to
control the hazardous energy will be
locked inside the lockbox
• Each person performing work on the
equipment or in the system will apply
their individual, unique lock onto the
outside of the lockbox and retain their
individual key.
• Access to the ONE key must not be
allowed until all workers performing
work have removed their own locks.
• Specific procedures must be developed
for use during shift or personnel
changes to ensure the continuity of
lockout or tagout protection, including
provision for the orderly transfer of
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lockout or tagout devices between
outgoing and incoming employees.
Locks, tags, chains, wedges, key
blocks, adapter pins, self-locking
fasteners and other hardware will be
provided by the performing authority company
for isolating, securing or blocking of equipment
from hazardous energy sources.
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