ATTACHMENT B LIBBY DAM HECP.pdf

Libby Dam Project Station Standing Order

US ARMY CORPS OF ENGINEERS

SEATTLE DISTRICT

INFORMATION CLASSIFICATION - FOUO

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LD – SSO #01

1.0 PURPOSE. This Station Standing Order prescribes programs and procedures to safeguard personnel whose research, testing, construction, operating, or maintenance duties require them to work on or in proximity to equipment in which the unexpected energizing, start up, or release of stored energy or contact with energized or moving equipment could cause personal injury or property damage. These programs and procedures are mandated by law and are necessary to prevent personal injury and damage to resources.

2.0 AUTHORITY. The preparation and issue of this Hazardous Energy Control Plan is directed by ER 385-1-31, 01 November 2009, "SAFETY AND OCCUPATIONAL HEALTH, THE CONTROL OF HAZARDOUS ENERGY (Safe Clearance)", Department of the Army, U.S. Army Corps of Engineers.

3.0 APPLICABILITY. The Corps of Engineers' ER 385-1-31 is applicable to all HQUSACE/OCE elements, major subordinate commands, districts, laboratories, and field operating activities (FOA). This policy specifically applies to the dams, spillways, powerhouses, transformer areas, and all of the equipment under the respective operational control of the Electrical Crew Foreman and Mechanical Crew Foreman at the Libby Dam Project. These procedures utilizing lockout will also be used in areas under the control of the Natural Resource Management Staff.

4.0 REFERENCES.

4.1 29 CFR 1910.269 (d), "Hazardous energy control (lockout/tagout) procedures" (24 September 2014)

4.2 EM 385-1-1 "USACE Safety and Health Requirements Manual

(30 November 2014)

4.3 IEEE C2, “National Electrical Safety Code” (2007 Edition)

4.4 ER 385-1-31 "Safety and Occupational Health, The Control of Hazardous Energy (Safe Clearance)" (01 November 2009)

4.5 NFPA 70E, “Standard for Electrical Safety in the Workplace” (2009 Edition)

5.0 POLICY.

5.1 Before personnel enter an area or system where unexpected energizing, start up, or release of stored energy could occur or where contact with energized or moving equipment could occur and cause personnel injury, property damage, or loss of content, protection, capacity, or energy, the equipment shall be covered by a Safe Clearance or Switching Permits and its energy sources controlled in accordance with the procedures of ER 385-1-31 and of this Station Standing Order. Personnel and resources shall not be considered protected until Hazardous Energy Control Procedures have been implemented.

5.2 All Responsible Officials, Issuing Individuals, Authorized Individuals, and Affected Persons must be thoroughly familiar with this Station Standing Order, and must be certified as having received all appropriate training as required by ER 385-1-31 and Section 22 of this SSO. The standard for determining suitability to enter the boundaries of a clearance are:

(a) Complete the initial training: Review this Station Standing Order

(b) Demonstrate competency and familiarity with these procedures by passing the open book test with a minimum score of 80%

(c) Receive Approval from the Applicable Crew Foreman and the Chief of O&M

5.3 Furthermore all Issuing Individuals and Authorized Individuals must complete a practical evaluation of their abilities to identify clearance points and follow the process for safely requesting and establishing a clearance. The standard for determining suitability to issue and/or receive a clearance are:

(a) Complete the initial training: Review this Station Standing Order

(b) Demonstrate competency and familiarity with these procedures by passing the open book test with a minimum score of 80%

(c) Complete a practical evaluation. (Pass/Fail)

(d) Receive Approval from the Applicable Crew Foreman and the Chief of O&M

5.3 All Project Personnel will be trained to recognize the restrictions imposed by the Hazardous Energy Control Plan.

5.4 General policy on clearances for the Libby Dam Project shall be to use locks on all equipment, which is under clearance unless the equipment design prevents it, or unless other methods are used to provide protection equal to that which would be provided by a lock.

5.5 Standard "canned" clearances will be used whenever possible; however, this does not relieve the Clearance Requester or the Issuing Individual of the responsibility to determine that the clearance is safe for the work to be accomplished.

6.0 DEFINITIONS.

Definitions are contained in Appendix A of this Station Standing Order.

7.0 RESPONSIBLE OFFICIALS - RESPONSIBILITIES and AUTHORITIES:

(The Project Manager, Chief of O&M & the appropriate Crew Foreman are the Responsible Officials and shall establish the Safe Clearance Procedures to be used for the Project). RESPONSIBLE OFFICIAL shall:

7.1 Develop, publish, and implement local Hazardous Energy Control Procedures.

7.2 Prepare a list of Individuals authorized to accept and enter clearances. (The list of those employees specifically authorized to receive Safe Clearances shall be maintained in Appendix B, and this list shall be updated annually and issue interim changes as needed.)

7.3 Designate all Shift Operators as Issuing Individuals and clearly define their responsibilities.

7.4 Provide for annual training on Hazardous Energy Control Procedures.

7.5 Prepare a list of equipment that may be removed and returned to service without issuing a Safe Clearance. (Refer to Appendix E, Switching Permit Provisions).

7.6 Assure that appropriate disciplinary action is taken subsequent to violations of Hazardous Energy Control Procedures.

8.0 ISSUING INDIVIDUAL (SHIFT OPERATOR) RESPONSIBILITIES and

AUTHORITIES: (The Power Plant Shift Operator on duty has authority over all Project equipment that is not under clearance). In a case where there is more than one qualified operator on shift, either operator may assume this role; but for purposes of continuity and safety, it shall normally be for the entire shift.

8.1 The use of Safe Clearances or Equipment Lockout Tags, which would affect Project operations, shall be authorized by the Issuing Individual. The Issuing Individual may delegate the clerical work and labor of the Safe Clearance process. Delegation, however, shall not relieve him/her of the responsibility to be fully informed at all times of the current status of the equipment, and for the safety implied by the conditions established by the Safe Clearance or personal Lockout/Tagout.

8.2 Only the Issuing Individual may issue or accept the release of a Safe Clearance.

This authority shall remain with the operator in charge of the shift and shall not be re-delegated to any other individual.

8.3 The Issuing Individual shall schedule necessary short-term interruptions of service.

8.4 When applicable the Issuing Individual shall coordinate with BPA and any other appropriate power agencies to ensure the isolation of equipment. (Refer to Section 8.14).

8.5 The Issuing Individual shall complete the Safe Clearance Request Form, ENG Form 1927-R, for safe clearing and lockout/tagout of equipment. (Normally the Principal Authorized Individual (PAI) will initiate this form.)

8.6 The Issuing Individual shall prepare Safe Clearance Tags (ENG Form 1925) for each Safe Clearance requested. (This duty may be delegated to a Lap Operator.)

8.7 The Issuing Individual shall clear and lock or tag equipment as appropriate to prevent inadvertent re-energization of equipment. Tagout shall only be used where other methods of ensuring worker safety are also used, such as removing a breaker or physically isolating the equipment in some other way. These duties maybe delegated to a lap operator if one is available, and, except for main unit and overlapping clearances, may be delegated to a qualified craftsperson. (Exceptions are – the Penstock Fill Valve, the Penstock Emergency Roller Gate tags and reconfiguring of the Dam power feeds on “D Level”, which may be delegated to an Authorized Employee.)

8.8 The Issuing Individual shall place the key to the clearance locks inside a lock box inside the Control Room. The lock box will be specifically for the individual clearance and the sign in sheet shall be specifically identified with the lock box.

8.9 Once a PAI has begun a walk-through check of the cleared equipment, the Issuing Individual shall not allow any change to the status of the tagged equipment unless the clearance requester formally requests it with a REQUEST FOR RECONFIGURATION OF EQUIPMENT UNDER CLEARANCE Form in Appendix C).

8.10 All Safe Clearances shall be recorded in the Control Room Daily Log. Log entries shall include the clearance number, time of issue and time of release.

8.11 The PAI shall keep the Issuing Individual informed of work progress on cleared equipment and log all significant changes in equipment status.

8.12 The Issuing Individual will log the location of Personal Protective Grounds or Blocking devices on the Safe Clearance Request Form 1927-R and issue the Appropriate clearance tags, which must be attached directly to the Personal Protective Grounds or blocking devices. (Refer to Sec. 13.1.3 and Appendix F).

(a) The PPG Clearance shall be a separate clearance form with a new clearance number that shall reference the HEC clearance

8.13 The Issuing Individual will issue, release, and record in the daily log all

SWITCHING PERMITS, including at a minimum: the equipment, the purpose for issue, the person issued to, and the times issued and released.

8.14 The Issuing Individual is responsible for overseeing the proper transfer of a clearance from one Authorized Individual to another. (Reference 16.0).

8.15 In addition to the duties and responsibilities described in the Project Hazardous Energy Control Plan and ER 385-1-31, the Issuing Individual will receive Safe Clearances issued to the position for the following conditions ONLY:

(a) Line terminal Clearances on tie lines and supply lines to and from outside utilities or the power-marketing agency (BPA) to establish safe working conditions within areas of high voltage equipment energized by these authorities.

(b) To hold defective equipment out of service, or to prevent operation of malfunctioning equipment which might be damaged if operated.

(c) In cases where emergency repair work is needed in order to restore critical equipment to service and no Authorized Employees are available to take Clearances.

9.0 PRINCIPAL AUTHORIZED INDIVIDUAL Responsibilities and Authorities.

The PRINCIPAL AUTHORIZED INDIVIDUAL shall:

9.1 Have entry authority over the clearance from the time the Safe Clearance is accepted until the Safe Clearance is released.

9.2 Ensure correct positioning (energized/de-energized) of ALL energy isolating devices. Ensure that all appropriate locks and auxiliary hold tags are properly placed with initials, date, and time on the tags. This is done prior to signing for the clearance.

9.3 Place, or have placed by another, Personal Protective Grounds and/or blocking devices in accordance with the PPG Clearance assure the safety of personnel and/or equipment. Notify the Issuing Individual when all Personal Protective Grounds or blocking devices are in place so green PPG tags/cards may be placed on grounds. (Refer to Section 8.12 and Appendix F).

9.4 Personally sign the Safe Clearance Request Form upon acceptance as a documented agreement with the Issuing Individual and verification of isolation points and grounds. Place their lock on the applicable lock box.

9.5 Ensure that work is NOT allowed on devices used to isolate equipment and define Safe Clearance outer perimeters.

9.6 Release Safe Clearances (both HEC and PPG Clearances) after completion of work and testing by signing off on the Safe Clearance Request Form 1927-R.

9.7 Transfer Safe Clearances to other Authorized Individuals as may be required.

9.8 When authorizing others to work within the boundaries of their clearance be responsible for ensuring those individuals sign-in on and date the sign-in sheet. All Affected Individuals shall place their lock on the lock box for the specific clearance. When individually assigned work is completed by those whose names appear on the sign-in sheet, the PAI is responsible for having those Affected Individuals sign off the sign-in sheet and remove their lock from the lock box.

(a) IN THE EVENT an Employee that has signed on the clearance Sign-in Sheet, or Request for Reconfiguration, or Temporary Tag Lift, is not on the Project, and cannot be reached by phone, the PAI may, at their discretion, initial that Employee off by signing their own name, date and time, in the space next to the employee’s signature and remove their lock from the lock box. This may only be accomplished if the following conditions are met:

(1) The employee’s absence can be verified with their supervisor and direct knowledge of that employee’s last work assignment is known.

(2) The Chief of O&M or their appointee concurs and provides the means to remove the lock from the lock box.

(3) Fill out form the Abnormal Lock Removal Form located in Appendix C of this SSO.

9.9 Assume full responsibility for the safety of those that enter their Safe Clearance.

The PAI shall keep everyone entering the Safe Clearance informed of equipment status.

Everyone entering a Safe Clearance shall keep the PAI informed of their status and notify them when their work is completed.

9.10 Keep the Issuing Individual informed of conditions and progress of the work.

Test operating shall require prior coordination with the Issuing Individual and other PAI’s if overlapping Safe Clearances are involved. The PAI who requests a reconfiguration or temporary lift is responsible for the safety of all personnel and equipment involved during the testing or operating of cleared equipment. The PAI is responsible for notifying those working under his/her clearance of any changes to be made to the clearance. The form, “Request for Reconfiguration or Temporary Tag Lift of Equipment Under Clearance”, must be used and all individuals who have signed in on the “Sign-in Sheet” must sign off of the Sign in Sheet, remove their locks (if required), and sign the reconfiguration/temporary lift form. This acknowledges that they are aware and completely understand all changes to be made and what effect it will have on their work assignments.

10.0 DESIGNATED OPERATOR/EMPLOYEE - Responsibilities and Authorities.

DESIGNATED OPERATOR/EMPLOYEE shall:

10.1 Act as a representative of the Issuing Individual in situations where the equipment to be cleared out is remote from the Powerhouse or when it is not possible for the Issuing Individual to personally perform the operations required for lockout or tagout.

(Refer to Sec. 8.8).

10.2 Perform the switching, operating, valving and placing of locks and/or Safe Clearance Tags to isolate all Project equipment to be worked on. The Designated Employee shall also assure that all requirements for the use of tags (including those for strength, durability, and positioning), as described in ER 385-1-31, are met.

10.3 Notify the Issuing Individual when all switching is completed for the Safe Clearance and all tags and/or locks have been placed.

10.4 Double check the accuracy of Safe Clearances and sequence of tagging.

10.5 Keep the Issuing Individual informed as to the status of the Safe Clearance be placed, report any discrepancies in the process(es) or equipment being cleared, and/or any malfunction of the equipment being cleared.

10.6 Immediately stop the Safe Clearance process and confer with the Issuing Individual when there are any questions or doubts concerning the adequacy of the Safe Clearance being placed or when conditions are found that are different than expected.

10.7 Place appropriate warning signs and barriers.

10.8 Perform all switching in accordance with Libby Dam Arc Flash SSO # 37.

10.9 Perform corresponding steps for clearance removal.

11.0 PERSONNEL AUTHORIZED TO ENTER THE BOUNDARIES OF SAFE

CLEARANCES. (AFFECTED PERSONS). RESPONSIBILITIES and AUTHORITIES.

11.1 Must sign in on and place their lock on the applicable lock box and Sign-in Sheet or Additional Sign-in Sheet before entering the safe clearance.

11.2 Must refuse to perform any work they consider unsafe, while working under a Safe Clearance and notify the PAI of their action.

11.3 Must confirm that a Safe Clearance has been issued and satisfy themselves that the system or equipment is de-energized or in a safe condition prior to signing the sign-in sheet. This may include the use of voltmeters, pressure gauges, or other testing devices or methods. (Refer to Section 12.3, Group Clearances).

11.4 Prior to signing on and after signing off the sign-in sheet, Individuals will not enter the boundaries of the clearance.

12.0 REQUESTS FOR SAFE CLEARANCE.

12.1 AUTHORIZED INDIVIDUALS requesting a Safe Clearance shall:

(a) Submit to the Issuing Individual a request for a Safe Clearance in advance, to permit completion of all arrangements prior to the proposed Safe Clearance time.

In the case of scheduled outages, Safe Clearance Requests shall be submitted in writing at least twenty-four hours in advance.

(b) Initiate a Safe Clearance Request Form 1927-R, with the following information:

(1) Equipment to be cleared.

(2) Work to be performed.

(3) Description or nomenclature of energy control devices to be locked or tagged.

(4) Location of barriers or blocking devices.

(5) Identify the location of Personal Protective Grounds on PPG Log in Appendix F

(6) Estimated time required to complete work and return to service.

(7) Name of the person to whom the clearance will be issued.

(8) Date and time the clearance is required.

NOTE: The PAI and the Issuing Individual shall ensure a complete understanding of the extent and boundaries of the Safe Clearance. The Issuing Individual must know the reason for the Safe Clearance and the extent of the work to be performed in order to judge the adequacy of the Safe Clearance. In this respect, cooperation and exchange of information between all concerned is mandatory. Both the Issuing Individual and the PAI are mutually responsible for the adequacy of the entire clearance.

12.2 ISSUING INDIVIDUAL shall:

(a) Determine if the proposed Safe Clearance Request covers the type, magnitude, and hazards of the energy to be isolated and assure that the scope of the proposed Safe Clearance is adequate for the work to be performed.

(b) Communicate with the PAI to be certain that all parties understand the type, boundary, magnitude, and hazards of the energy to be controlled.

(c) Prepare Safe Clearance Locks and Tags in accordance with the Safe Clearance request. The Issuing Individual is responsible to add additional Safe Clearance Tags/Locks to the Clearance when deemed necessary to assure the safety of personnel and/or equipment.

(d) Configure the Safe Clearance Request into the proper sequence for safe implementation of lockout/tagout.

(e) Create a second clearance when personal protective grounds (PPG) are required. The second Clearance will list all of the PPG’s and the locations they are installed. When PPG’s are required the main hazardous energy clearance shall have a Green Stamp placed on it that reads “See Clearance XXXXX for Personal Protective Grounds” as shown in Appendix F.

12.3 GROUP CLEARANCES and OVERLAPPING CLEARANCES (Procedures

involving more than one PAI)

(a) If more than one PAI requires Safe Clearance protection on the same piece of equipment, each PAI shall submit their own Safe Clearance Request. The Issuing Individual shall place the locks and/or tags on the energy isolating devices. In the areas where such Safe Clearance protections "overlap," or on clearances on main generating units a separate lock and/or tag for each PAI will be placed on each clearance point.

13.0 ACCEPTING A SAFE CLEARANCE.

13.1 EMPLOYEES AUTHORIZED TO REQUEST AND RECEIVE CLEARANCES

shall:

(a) Contact the Issuing Individual to accept and release Safe Clearances in person by signing the Safe Clearance Request Form 1927-R.

(b) Be certain that all switching has been performed, and all tags and/or locks have been properly placed and the tags initialed, dated and time entered before receiving the Safe Clearance by signing the Safe Clearance Request Sheet. The clearance can be temporarily accepted by telephone or radio (if on project) at the discretion of the Issuing Individual.

(c) Be responsible to check the protection provided and ensure that it is adequate for the work to be performed.

(d) When applicable, be responsible for the installation of blocking devices.

Coordinate the installation of blocking devices with the Issuing Individual to ensure that the blocking devices are installed and the Clearance Tags/Cards are properly placed.

(e) Assume responsibility for informing all Individuals working on the equipment of the status of the Safe Clearance before work starts, and have each Individual working under the clearance (Affected Person) place a lock on the applicable lock box and sign the sign-in sheet indicating they are aware of the limits of the Clearance and the work to be performed. (Refer to Section 12.3, Group Clearances).

(f) Be responsible for the equipment covered by the Safe Clearance until Safe Clearance is released to the Issuing Individual.

(g) Be responsible for clearing out and locking out or tagging out the equipment, when delegated by the Issuing Individual as his relief. (Refer to Section 10.0, Designated Operator/Employee).

(h) When applicable, be responsible for the installation of Personal Protective

Grounds (PPG). Coordinating the installation of PPG’s with the Issuing Individual and ensuring that PPG’s are installed in strict compliance with Appendix F of this SSO, including the proper placement of Green Ground Tags/Cards on PPG’s.

13.2 ISSUING INDIVIDUAL (Shift Operator) shall:

(a) Ensure that all Safe Clearance Locks and Tags are properly completed and placed in the appropriate locations. In remote locations, this may be verified by the

DESIGNATED OPERATOR/EMPLOYEE.

(b) Assure that all records of the Safe Clearance are correct and complete, and that the Safe Clearance issue time is recorded in the station operating log

14.0 REQUEST FOR RECONFIGURATION OR TEMPORARY REMOVAL/ADDITION

OF CLEARANCE TAGS AND/OR LOCKS.

14.1 In situations where lockout and/or tagout devices must be temporarily or permanently added and/or removed from the energy isolating devices and the system energized for testing or repositioning purposes, the work shall be fully coordinated with the Issuing Individual. The PAI requesting the change shall complete the REQUEST FOR

RECONFIGURATION OR TEMPORARY TAG LIFT OF EQUIPMENT UNDER

CLEARANCE (see Appendix C). If more than one PAI is involved or there is an "overlapping" of Clearance protection, all responsible parties shall coordinate the operation to ensure the safety of all employees. It is the PAI’s responsibility to ensure that all Affected Persons are informed of the proposed testing or repositioning of the equipment and have signed the RECONFIGURATION OR TEMPORARY TAG LIFT sheet acknowledging they are aware and completely understand all clearance changes to be made and what affect it will have on their work assignments. (Refer to Section 12.3, Group Clearances).

(a) When adding clearance points: The Affected Persons will sign the Reconfiguration or Temporary Tag Lift Sheet.

(b) When removing clearance points: The Affected Persons must remove their locks from the lock box, sign off the clearance and the lockout/tagout devices must be removed before switching, valving, and operating of the equipment.

When testing and/or repositioning of equipment are completed, the lockout/tagout devices shall be replaced, except on points requiring a permanent reconfiguration. For purposes of testing or temporary repositioning only, the Issuing Individual or the PAI may verify that all Affected Persons in remote areas are in the clear by means of radio or telephonic communications.

14.2 When cleared equipment is in a "test" or "repositioning" status, it shall be operated only under the direction of the PAI(s) and with the permission of the Issuing Individual.

14.3 When cleared equipment has been test operated or repositioned in accordance with Appendix F, pertinent information related to such operation shall be entered in the station logbook and Safe Clearance Sheet with appropriate times.

14.4 Isolation points which have been altered by Temporary Lift procedure for

"testing" or "repositioning" shall be returned to Safe Clearance status before the end of the working shift, unless the clearance status is permanently reconfigured as specified in section 14.1.

14.5 Issuing Individuals shall add or remove tags from the master clearance list as required.

15.0 RELEASING OF SAFE CLEARANCES.

15.1 Releases under "Normal Circumstances"

(a) Safe Clearances must be promptly released by the PAI upon completion of work under normal situations. (Refer to Section 15.2, Releasing of Safe Clearances under Abnormal conditions).

(b) Before a PAI may release his clearance, he is responsible for ensuring that the work area has been cleared of all nonessential items and that the equipment and its components are operationally intact.

(c) After the clearance is released the Issuing Individual shall check the equipment using the following procedure:

(1) Locks and Tags are removed from Personal Protective Grounds.

(2) Operator notifies PAI.

(3) PAI removes Personal Protective Grounds and replaces shields/barriers.

(4) Operator removes the rest of the clearance and places equipment in working Order.

(d) The Issuing Individual is responsible for and must account for all Safe Clearance Cards removed from the equipment and must make proper entries in the Station Log noting the time and date the equipment returned to service.

(e) Telephonic release of clearances by the PAI from off Project will not be allowed.

In any situation where the PAI is not in a position to verify the status of equipment or the safe removal of personnel, they will not be allowed to release the clearance.

THE PAI MUST PERSONALLY VERIFY THAT THE EQUIPMENT IS READY TO

BE RETURNED TO SERVICE AND ALL PERSONNEL HAVE REMOVED THEIR

LOCKS, ARE SIGNED OUT ON THE SIGN-IN SHEET, AND MOVED TO A

POSITION OF SAFETY.

(f) In areas remote from the Powerhouse a PAI on Project may release a clearance by radio or telephone when it is necessary to test or verify equipment operation, but only after those conditions required by 15.1(e) have been met. He/she must sign the release immediately after completing the work and not later than the end of the shift.

15.2 Releases under “Abnormal Circumstances”.

(a) Release of a clearance by someone other than the PAI is an extremely serious undertaking and should only be considered in emergency conditions. In the event that it does become necessary, the person affecting the release must make absolutely certain that everything necessary is completed to safely restore the equipment to service.

(b) If, for reasons beyond control, it becomes impossible for the PAI to affect the release of the Safe Clearance, the Issuing Individual shall contact the appropriate Responsible Official. Any of these individuals may assume responsibility for releasing the clearance after assuring that all steps have been completed to safely return the equipment to service. The Responsible Official will sign for the release of the Safe Clearance in place of the Safe Clearance Holder In an extreme emergency, if no Responsible Officials are available, the Issuing Individual may assume the responsibility of releasing the Safe Clearance. A signed statement from the Responsible Official or the Issuing Individual shall be completed, and shall state that the equipment has been checked and found ready for service, and can be placed in service without endangering the safety of personnel and/or equipment.

This signed statement shall be attached to the Safe Clearance Request Form 1927- R and noted in the Station Log. After completing the statement the Responsible Official or Issuing Individual may retrieve the necessary key to remove the PAI’s lock from the lock box.

NOTE: Refer to Appendix C for the forms to be used.

(c) Abnormal and/or improper Safe Clearance releases shall be brought to the following individuals’ attention :

(1) Operating Project Manager

(2) Chief of O&M

(3) Crew Foreman

16.0 TRANSFERRING OF RESPONSIBILITY FOR A SAFE CLEARANCE:

(Clearances will normally be transferred when the person holding the clearance is present).

16.1 Normal Transfer of a Clearance:

(a) The person releasing responsibility shall:

(1) Advise the Issuing Individual and other overlapping PAI’s of a pending transfer.

(2) Personally advise the person assuming the responsibility of the Safe Clearance coverage.

(3) Advise the person assuming responsibility of the work already performed and the work to be performed, and of any unusual or special conditions that may exist.

(4) Advise the person assuming responsibility of any limitations in the protection provided by the Safe Clearance, and, in the case of multiple Safe Clearance protection, the names of all other PAI’s involved. The names of the Employees on the Sign-In Sheet shall also be presented to the individual assuming responsibility.

(5) Report, in person, along with the employee assuming the responsibility of the Safe Clearance, to the Issuing Individual and both sign the Safe Clearance Request Sheet, thereby transferring responsibility to the second party.

(b) The person assuming the responsibility for the SAFE CLEARANCE shall:

(1) Locate all clearance points and verify that they are locked out or tagged out as appropriate. Cross out the original clearance holder’s name & initials, and add their own name, initials, date and time before any work can continue.

(2) Account for and notify all personnel named on the Sign-In Sheet if and when a Group Clearance is transferred. A new Sign-In Sheet must be prepared. All employees who signed on previously must sign off prior to signing on the new Sign-In Sheet.

(3) Place their lock on the lock box.

(c) The Issuing Individual shall:

(a) Note in the Station Log the Safe Clearance transfer by showing the 1st person transferring, and the 2nd person accepting the Safe Clearance, Clearance Number, date and time of transfer.

16.2 Abnormal Transfer of a Clearance:

(a) If, for unexpected reasons, it becomes impossible for the PAI to affect the transfer of the Safe Clearance, the Issuing Individual shall contact the appropriate Crew Foreman or the Chief of O&M. Either of these individuals may assume responsibility for transferring the clearance after assuring that all steps in 16.1 have been completed to safely transfer the clearance. This individual will sign the Safe Clearance Request transfer sheet in place of the PAI and will attach a signed statement to the effect that he/she has checked and verified that it is safe to transfer the clearance.

17.0 SAFE CLEARANCE PROCEDURES AND SWITCHING PERMITS FOR

CONTRACTORS AND VISITORS.

17.1 In situations where equipment installation or modification is being performed by outside employers (contractors), this Station Standing Order shall be used to ensure the safety of all employees and equipment. All provisions of this document apply to contractors.

17.2 Contractor's Hazardous Energy Control Procedures shall be applied to equipment, which has not been placed under Project jurisdiction, provided that they ensure a degree of protection equal to or greater than that which would be insured by use of this Station Standing Order. This may include temporary or newly installed equipment (including, but not limited to: electrical, mechanical, pneumatic, hydraulic, or chemical).

On equipment, which may affect the safety or security of employees or the integrity of the Project, the government reserves the right to use its own safe clearance procedures in addition to, or instead of, anything the contractor might use.

(a) Contractors may sign onto a clearance held by a PAI provided the contractor has been trained and approved as an “Affected Person” in accordance with the requirements of Section 5.2.

(b) If multiple contractor employees will be signing on to a clearance an Additional Sign-in Sheet will be generated. The approved contractor supervisor shall sign on to the original Safe Clearance Sign-in sheet and be responsible for maintaining the Additional Sign-in sheet and keeping it current. The contractor supervisor shall write the word “List” next to their name on the Safe Clearance Sign-in Sheet to make everyone aware that an Additional Sign-in Sheet has been generated. The contractor supervisor shall ensure that all contractor employees signing onto the Additional Sign-in Sheet are briefed on hazardous conditions, energy isolation devices, and personal protective equipment. Once the contractor has completed all phases of work within the clearance, all contractor employees shall sign off the Additional Sign-in Sheet and attach it to the original Safe Clearance Sign-in Sheet.

17.3 Contractor's personnel shall, with the prior written approval of the designated

Responsible Official, employ their own lockout/tagout devices to energy isolation devices.

When a contractor is making routine installations, they may be allowed to designate a responsible employee(s) to utilize the Projects switching permit procedures to accomplish their work. The contractor shall coordinate the placement and removal of the switching permit with the shift operator. Otherwise, contractor personnel shall employ their own lockout / tagout devices to energy isolation devices which have been cleared out using the Projects Hazardous Energy Control Plan the Authorized Government Employee assigned to the contract shall inform the Issuing Individual of these conditions and shall serve as the point of contact between the contractor and the Issuing Individual. The contractor's energy control devices may be in place only during the time work is being performed and protection is needed. If necessary a spare lock set will be loaned to the contractor for the purposes of signing on to clearances at Libby Dam. Contractor locks shall meet the minimum requirements of ER 385-1-31 and be clearly identified with the contractor.

17.4 If the contractor’s equipment requires Personal Protective Grounds, the grounding procedures shall meet or exceed the requirements of this SSO

17.5 The contractor's Hazardous Energy Control Procedures shall not inhibit or interfere with the Project's Hazardous Energy Control Procedures.

17.6 Visitors shall be permitted to enter Safe Clearances provided they are escorted by an Affected Person. With the permission of the Safe Clearance Holder the Affected Person will sign on to the clearance and generate an Additional Sign-in Sheet for all visitors that will enter the Safe Clearance. The escorting Affected Person shall write the word “List” next to their name on the Sign-in Sheet to make everyone aware that an Additional Sign-in Sheet has been generated. The escorting Affected Person shall ensure that all visitors signing onto the Additional Sign-in sheet are briefed on hazardous conditions, energy isolation devices, and personal protective equipment. Once all of the visitors have left the Safe Clearance, all visitors shall sign off the Additional Sign-in Sheet and attach it to the original Safe Clearance Sign-in Sheet.

17.7 See Sections 22 and 5.2 for training requirements.

18.0 SAFE CLEARANCE VIOLATIONS.

18.1 Hazardous Energy Control Procedures are for the safety and protection of personnel and equipment. It is vitally important that all personnel subject to Hazardous Energy Control Procedures comply with the intent and scope of this regulation.

18.2 Any person who observes any violation of Hazardous Energy Control Procedures shall inform their supervisor immediately, providing all known facts of the witnessed violation.

18.3 A report of the violation shall be prepared by the witness of the act. The report of the incident shall be submitted to his/her supervisor by the end of the next working day.

The report shall be forwarded to the Operating Project Manager.

18.4 Violators will be subject to appropriate disciplinary action.

19.0 SWITCHING PERMITS.

19.1 Limitations.

(a) Certain equipment as designated by the Responsible Officials may be operated or removed from service by an employee using his/her personally identified Equipment Lockout tag and lock. The Shift Operator shall be contacted in advance to determine that a Safe Clearance is not required, and to determine that other ongoing work is not in conflict. The following conditions will be in effect:

(1) No more than 1 person per Switching Permit (each person must use their own tag and/or lock).

(2) Lockout to be physical.

(3) Switching Permit and any “Abnormal Situation” related to Switching Permit must be approved and recorded by Operator.

(4) No overnight Switching Permits. If overnight is required, will be changed to Safe Clearance.

(5) Switching Permit to cover no more than 1 point.

(6) Personal Protective Grounds shall not be applied to Switching Permits.

(b) Permission to use Personal Equipment Lockout tags will be granted by the Issuing Individual to Authorized Individuals to operate, and/or perform minor maintenance.

(c) All SWITCHING PERMITS will be taken and released during the SAME WORK DAY. A written record of their use will be kept in the Station Log; this record will include the purpose for the outage, the person to whom it is issued and the times of issue and release. The Station Log record will be the only record of the transaction.

(d) The determination as to whether a Safe Clearance or a Switching Permit is required shall be the Issuing Individual’s responsibility. However, the Issuing Individual shall not issue a Switching Permit if the requesting person would rather have a Safe Clearance.

(e) Switching Permits will not be used on equipment under Safe Clearance.

(f) The Issuing Individual and the Authorized Individual requesting to remove equipment from service will agree upon the switching to be performed or equipment to be operated and the points of protection to be tagged with the workman's personal "Equipment Lockout Tag" (and personal lock if the equipment is lockable).

(g) It is critical that all individuals understand that, even though a "formal" Safe Clearance is not required when using a Switching Permit, Hazardous Energy Control measures, i.e. personal lock and/or tag, are required.

(h) Switching Permit Voltage Limitations. Authorized Individuals are permitted to use their Equipment Lockout tags on voltages up to and including 480 volts when authorized to do so by the Shift Operator.

(i) “Switching Permit” work safety requirements. All Authorized Persons working on the same piece of equipment must attach their personal “Do Not Operate” tag and/or lock, identified with their name, at the foremost point of safety prior to performing any work. No exceptions to this rule are permitted. No one is authorized to work under another employee’s personal lock and Equipment Lockout tag. (Refer to Appendix B, Paragraph G for the list of personnel authorized to use Switching Permits).

19.2 Refer to Appendix E for a list of Equipment on which a Switching Permit May Be Applied.

20.0 CAUTION ORDERS.

20.1 Caution Orders are issued to direct attention to abnormal, hazardous, and/or unusual conditions or to special temporary operating instructions. Caution Orders provide protection for equipment only. THEY SHALL NEVER BE USED TO PROVIDE PERSONAL PROTECTION. The Caution Order Tag is to prevent or limit operation, or to provide other special instructions for equipment. The Caution Order Tag NEVER signifies that the equipment is de-energized.

20.2 Each Caution Order shall be assigned a number, using an "X" as a prefix.

Caution Orders shall be numbered consecutively.

20.3 Caution Orders may be requested by any Project employee. They shall be issued by the Shift Operator.

20.4 Caution Orders will be logged in accordance with the procedures outlined for Safe Clearances. The data entered for issue or release will conform to the data required for Safe Clearances.

20.5 A Caution Order Sheet, ENG Form 1928, will be prepared for each Caution Order issued. The completed ENG Form 1928 will be maintained as Project records.

20.6 Caution tags, ENG Form 1924, will be properly completed and attached to appropriate control devices and equipment. The tags will be protected from adverse conditions.

20.7 Releasing of Caution Orders.

(a) Caution orders shall be released and tags removed when unusual or abnormal conditions for a piece of equipment or device have been corrected, and special instructions are not required to protect the equipment.

(b) Generally, a Caution Order should be released by the person who requested it.

However, the Shift Operator, having been satisfied that any unusual or abnormal conditions governing the equipment covered no longer exist, may release the Caution Order himself.

21.0 HAZARDOUS ENERGY CONTROL INSPECTIONS and ASSESSMENTS.

21.1 INSPECTIONS. Periodic inspections shall be performed at least annually by individual(s) knowledgeable in HEC Program and Procedures, to include an Authorized Individual. Personnel internal to the facility may conduct the inspection one year and personnel external to the facility shall conduct the inspection the next year (peer review).

The person using the HEC procedure cannot inspect the procedure. Written inspection reports for all inspections shall include, in a standard format, these items as a minimum:

(a) The clearance number, purpose of the clearance and date on which the hazardous energy control procedure was used.

(b) Names of employee(s) performing the inspection.

(c) Date of the inspection.

(d) Violations.

21.2 REQUIREMENTS FOR INSPECTION. The Responsible Officials shall ensure that periodic inspections of the Project HEC Program are made, and results documented, at least annually, and that the inspections are conducted by Authorized Individuals who are not users of the Safe Clearance that is being evaluated.

21.3 ASSESSMENTS TO BE MADE. Annual Assessments will be performed to:

(a) Check employee knowledge of the HEC program and their responsibilities under it.

(b) Assure all requirements of the HEC program are being met.

(c) Certify that specific systems have been checked.

(d) Assure that the limitations of tags are understood by all Power Plant personnel.

21.4 FORMAT AND CONTENT. All deficiencies found during inspections of clearance procedures shall be documented in the report, and the report shall be signed by the Inspector. The Inspector shall review his/her findings with the appropriate personnel.

The Responsible Officials will certify that all periodic inspections are performed as required at the Project.

22.0 HAZARDOUS ENERGY CONTROL PROGRAM TRAINING.

22.1 Training (initial, annual, and appropriate retraining) will be provided as required. In addition to specific requirements, the training provided must assure that the purpose, scope, and procedures of the Project's Hazardous Energy Control Program are understood by the trainee.

22.2 Documentation on all training shall include the trainee's name as well as the date, time, and location of the training. The Responsible Officials shall certify all training records, and the records shall become a part of the Project Hazardous Energy Control records. Training records and documentation shall be maintained on the Project site for a minimum of three (3) years from the date of training.

22.3 Initial training shall be provided as part of new employee orientation and shall be followed by a written assessment.

(a) Authorized and Issuing Individuals shall be trained in:

(1) The type and magnitude of energy present in the workplace;

(2) Recognizing hazardous energy sources that apply;

(3) Methods and means to isolate and control energy;

(4) The requirements of the local HEC Program.

(b) Affected persons shall be instructed in the purpose and use of the HEC procedures. Affected persons must be trained to:

(1) recognize HEC locks and tags;

(2) understand the prohibition against attempting to restart or re-energize a machine, circuit or any equipment that is removed from service by implementation of a HEC procedure; AND

(3) When tagout procedures are used, personnel shall be trained in the imitations of tags,

(c) Incidental Persons. Training for Incidental Persons (visitors and/or other employees who may be in an area where energy control procedures are being used) must include instruction regarding HEC procedures and the prohibition against removing a lockout or tagout device and attempting to restart, reenergize, or operate the machinery.

22.4 Failure to maintain current training status will result in immediate removal from the list of Authorized/Affected Employees. Employees thus removed from the current list shall not be reinstated until they receive annual training and until such training is documented in Project records.

22.5 Retraining shall be accomplished in accordance with the requirements of ER 385-1-31. Retraining is training in addition to initial training and is required under the following circumstances:

(a) At least every twelve months and followed by a written assessment;

(b) When a periodic inspection reveals deviations from procedures or inadequacies in knowledge or use of HEC procedures; or

(c) When there is a change in job assignment, a change in hazards, or a change in the HEC Program.

(d) Whenever inspections reveal, or whenever the employer has other reason to believe, that an employee’s knowledge, understanding, and use of Hazardous Energy Control Procedures is inadequate or deviates from established procedures.

Title:

Hazardous Energy Control Plan (HECP)