ENERGY

ISOLATION
LIFE SAVING
RULES SERIES
Resti Gundini

HSE DEVELOPMENT PROGRAM

OVERVIEW

HSE management is one of the vital constituents of Oil and Gas

industry activities because most of the operational conditions,
chemicals and end products (hydrocarbons and other compounds)
associated with Oil and Gas production are well-known to pose
serious safety and health threats to the workers.

Cause: Fatality, Fire, Damage, Injury, Spill, etc.

Affected: People, Property, Environment, Reputation, etc.

 LIFE SAVING RULES

The International Association of Oil & Gas Producers (IOGP) Life-Saving Rules
The International Association of Oil & Gas Producers (IOGP) Life-Saving Rules
WHAT IS ENERGY ISOLATION
Isolation is the act of removing and disconnecting energy and
prevention of inadvertent restoration of energy. It includes removal and
disconnecting of energy sources, discharge of residual energies,
tagging and/or locking out and testing the removal or disconnection of
hazardous energies has been effective.

The energy that can be isolated:

• electrical
• mechanical
• pneumatic or hydraulic
• Termperature
• Radiation
• etc

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WHAT ARE THE HARMFUL EFFECTS OF
HAZARDOUS ENERGY?

Workers servicing or maintaining machines or

equipment may be seriously injured or killed if
hazardous energy is not properly controlled.

Injuries resulting from the failure to control

hazardous energy during maintenance activities
can be serious or fatal! Injuries may include
electrocution, burns, crushing, cutting, lacerating,
amputating, or fracturing body parts, and others.

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APPLICATION:
This standard applies to the control of energy during
servicing and/or maintenance of machines and equipment :
• An employee is required to remove or bypass a guard
or other safety device;
• 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 material
being processed (point of operation) or where an
associated danger zone exists during a machine
operating cycle.

The control of hazardous energy (lockout/tagout - OSHA 1910.147).

APPLICATION:
This standard does not apply to the following.
• Work on cord and plug connected electric equipment for
which exposure to the hazards of unexpected energization or
start up of the equipment is controlled by the unplugging of
the equipment from the energy source and by the plug being
under the exclusive control of the employee performing the
servicing or maintenance.
• 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,

The control of hazardous energy (lockout/tagout - OSHA 1910.147).

WHAT CAN BE DONE TO CONTROL HAZARDOUS
ENERGY?
• Proper lockout/tagout (LOTO) practices and procedures.
• All employees who work in an area where energy control
procedure(s) are utilized need to be instructed.
• All employees who are authorized to lockout machines or
equipment and perform the service and maintenance operations
need to be trained.
• Specific procedures and limitations relating to tagout systems
where they are allowed.
• Retraining of all employees to maintain proficiency or introduce
new or changed control methods.

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ENERGY-ISOLATING DEVICES
Examples of energy-isolating
devices include:
• A manually operated
electrical circuit breaker;
• a disconnect switch;
• a manually operated
switch
• a block; and any similar
device used to block or
isolate energy.
LOCKOUT DEVICES:
Examples include:
• locks, chains, blank flanges and bolted slip blinds.
• Lock out devices are used to hold an energy-isolating
device in a safe position and to prevent the start-up of
machinery or equipment.
• Whenever possible a lockout device must be used
along with a tagout device.
• An example of this is when you lockout a electrical
disconnect, you must attach the warning tag to the lock
shackle and then attach both the lock and tag to the
disconnect. Never remove a lockout that does not
belong to you.
TAGOUT DEVICES:
A tag and a nylon tie that is securely fastened to an
energy-isolating device to indicate that the machine
cannot be operated until the tagout device is
removed. A tag alone will only serve as a warning
device .

Tagout devices shall warn against hazardous

conditions if the machine or equipment is energized
and shall include a legend such as the following:
Do Not Start, Do Not Open, Do Not Close, Do Not
Energize, Do Not Operate.
CAPABLE OF BEING LOCKED OUT

An energy-isolating device must be locked-out if it is

available on the piece of equipment you are performing
maintenance tasks. An energy-isolating device is considered
capable of being locked out if it:
• Is designed with a hasp or other means of attachment to
which a lock can be affixed.
• Has a locking mechanism built into it.
• Can be locked without dismantling, rebuilding, or
replacing the energy-isolating device or permanently
altering its energy control capability.

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PERIODIC INSPECTION:
The employer shall conduct a periodic inspection of the energy
control procedure at least annually to ensure that the procedure
and the requirements of this standard are being followed.

The periodic inspection shall be performed by an authorized

employee other than the ones(s) utilizing the energy control
procedure being inspected.

Where lockout is used for energy control, the periodic inspection

shall include a review, between the inspector and each authorized
employee, of that employee's responsibilities under the energy
control procedure being inspected.

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GROUP LOCKOUT OR TAGOUT:
• When servicing and/or maintenance is performed by a crew,
craft, department or other group, they shall utilize a
procedure which affords the employees a level of protection
equivalent to that provided by the implementation of a
personal lockout or tagout device.
• Group lockout or tagout devices shall be used in accordance
with the procedures required by paragraph (c)(4) of this
section including, but not necessarily limited to, the
following specific requirements:

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GROUP LOCKOUT OR TAGOUT:
• Primary responsibility is vested in an authorized employee for a set number of
employees working under the protection of a group lockout or tagout device (such as
an operations lock);
• Provision for the authorized employee to ascertain the exposure status of individual
group members with regard to the lockout or tagout of the machine or equipment and
• When more than one crew, craft, department, etc. is involved, assignment of overall
job-associated lockout or tagout control responsibility to an authorized employee
designated to coordinate affected workforces and ensure continuity of protection; and
• Each authorized employee shall affix a personal lockout or tagout device to the group
lockout device, group lockbox, or comparable mechanism when he or she begins
work, and shall remove those devices when he or she stops working on the machine
or equipment being serviced or maintained.

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GROUP LOCKOUT OR TAGOUT:

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• Use multi-lock system for an
electrical device if having in
confined space.

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Animation of Fire at Chevron's Richmond Refinery, August 6, 2012
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