WATER SERVICES DEPARTMENT

POLICIES & PROCEDURES

DEPARTMENT RECORD

NUMBER:

DR-S-005

FUNCTION

ALL

SUBJECT

Hazardous Energy Control

EFFECTIVE DATE: 08/29/24

REVIEW DATE: 08/29/25

PAGE

I. PURPOSE

II. EXCEPTIONS

III. HAZARDOUS ENERGY

A. Electrical Energy B. Other Hazardous Energy

IV. ROLES

V. DEVICES

A. Locks and Keys B. Tags

VI. PROCEDURES

A. Personal LOTO B. Group LOTO C. Maintenance LOTO D. Tagout Procedure E. Notice Tag Procedure F. Absent Employee LOTO Removal G. Recordkeeping

VII. CONTRACTORS

A. New Construction B. Existing Equipment

VIII. TRAINING

A. Affected Employee Training B. Authorized Employee Training C. Authorized Employee Retraining D. Training Records

IX. LOTO POLICY AUDIT

A. Periodic Inspections B. Annual Audit

X. DEFINITIONS

Effective Date: 08/29/24

Dept. Record No. S-005

I. PURPOSE

This policy covers the Maintenance of Equipment in which the unexpected energization, start-up, or release of stored hazardous energy could harm employees or damage Equipment. It will define hazardous energy control procedures (LOTO), employee training, and periodic audits meant to fulfill all OSHA requirements.

II. EXCEPTIONS

A. Work on cord and plug connected electric Equipment that is unplugged and under control of the employee performing Maintenance.

B. Water distribution system Hot Tap operations performed on pressurized pipelines, provided:

1. Continuity of service is essential.

2. Shutdown of the system is impractical.

3. Documented procedures are followed.

4. Effective protection is provided for employees.

III. HAZARDOUS ENERGY

A. Electrical Energy

1. Electrically Qualified Person

a. Only Electrically Qualified Persons will coordinate an Electrical Hazard LOTO and establish an Electrically Safe Work Condition.

b. Electrically Qualified Persons will adhere to NFPA 70E and the Water Services

Department (WSD) Electrical Safety standards.

2. Electrically Unqualified Persons will complete training in Qualification for Operation of Disconnects, Circuit Breakers, and Overload Relays by WSD Employees Policy

2.2.1 prior to operating any electrical circuit breaker or disconnect for energy isolation or another purpose.

B. Other Hazardous Energy

1. All Energy Sources other than electricity will be locked out using Established Methods and be addressed to include as needed:

a. Hydraulic and pneumatic potential energy: Set the valves in the closed position and lock them into place. Bleed off the energy by opening the pressure relief valves or closing airlines.

b. Mechanical potential energy: Carefully release energy from springs that may still be compressed. If this is not feasible, block the parts that may move if there is a possibility that that spring can transfer energy to it.

c. Gravitational potential energy: Use a safety block or pin to prevent the part of the system that may fall or move

d. Chemical Energy: Locate chemical supply lines to the system and close and lockout the valves. Where possible, bleed lines or cap ends to remove chemicals from the system.

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C. Large Valves

1. All large valves will be locked out using Established Methods.

IV. ROLES

A. Management

1. Be responsible for the application of this policy.

2. Provide resources necessary to ensure full compliance with this policy.

B. Project Managers

1. Establish effective lines of communication with WSD contractors.

2. Ensure completion of the Lockout Tagout Exchange of Information form with contractors.

C. Site Managers and Supervisors

1. Be responsible for the application of this policy in their work area.

2. Ensure all employees are trained and comply with this policy.

3. Review and approve procedures for shutting down, isolating, blocking, and securing

Equipment to control hazardous energy.

4. Establish effective lines of communication with WSD contractors.

D. Authorized Employees

1. Complete required LOTO training before participation in LOTO activity.

2. Follow all procedures outlined in this policy.

3. Maintain all documentation necessary to comply with this policy.

4. Report any problems associated with application of this policy.

5. Develop procedures for shutting down, isolating, blocking, and securing Equipment to control hazardous energy.

6. Immediately report any lost or missing personal locks, keys, or Personal Protective

ID tags.

E. Affected Employees

1. Complete the LOTO Affected Employee training brief and submit for record keeping.

2. Maintain awareness of LOTO activity.

3. Never operate any Equipment, or process which is locked or tagged out.

4. Never attempt to remove or interfere with a LOTO activity.

F. WSD Safety

1. Develop and maintain this policy.

2. Coordinate delivery of LOTO training.

3. Provide guidance and interpretation for this policy.

4. Conduct routine audits of the LOTO policy and procedures.

Dept. Record No. S-005

V. DEVICES

A. Lockout Devices will be:

1. Provided by WSD site management.

2. Capable of withstanding the environment to which they are exposed for the maximum period of time that exposure is expected.

3. Substantial enough to prevent removal without the use of excessive force or unusual techniques, such as with the use of bolt cutters or other metal cutting tools.

B. Locks and Keys

1. The Water Facilities Supervisor (WFS) will ensure methods for availability, distribution, accounting, and control of all LOTO locks and keys are established and maintained.

2. Locks will be identified by color, preferably applied by the manufacturer, of a material durable enough to handle environmental conditions:

a. Personal locks will be red.

b. Group locks will be red.

c. Maintenance locks will be yellow.

d. LOTO locks will not be used for any other purpose.

3. Red Personal Locks and Keys will be:

a. Used only for personal LOTO.

b. Marked with a unique ID number.

c. Issued only to employees who have completed LOTO training.

d. Issued with all existing keys and inventoried.

e. Subject to Absent Employee LOTO Removal.

4. Red Group Locks and Keys will be:

a. Used only for group LOTO.

b. Available only to employees who have completed LOTO training.

c. Marked with “Group Lock” or “GL” and a unique ID number.

d. Individually keyed with one existing key.

e. Logged using the WSD Group LOTO form when used.

5. Yellow Maintenance Locks and Keys will be:

a. Used only for Maintenance activities to protect Equipment or process.

b. Available only to employees who have completed LOTO training.

c. Issued to employees by Work Group.

d. Durably marked with a unique Work Group designation and number:

1) OM = Operations and Maintenance Workers

2) EL = Electricians

3) IC = Instrumentation and Controls Specialists

e. Exempt from Absent Employee LOTO Removal.

f. Subject to Maintenance LOTO Removal and Re-energize procedure.

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C. Tags

1. Will be constructed and printed so that exposure to environmental or corrosive conditions will not cause the tag to deteriorate or the message on the tag to become illegible.

2. Will be standardized in print and format throughout WSD:

a. Personal Protective ID – Identifies employee with name and photo.

b. Danger, Do Not Operate (CoP Print Shop ID# 140-52D)

c. Danger, Group Lock Out / Do Not Operate (CoP Print Shop ID#140-54D)

d. Notice – Provides information related to Equipment or process. (CoP Print Shop

ID# 140-53D)

3. Will display a legibly printed name of the employee applying the device(s) and the date applied.

4. Tags will be attached using nylon cable ties with a minimum unlocking strength of

50 pounds.

VI. PROCEDURES

Only Authorized Employees are allowed to conduct LOTO activities.

A. Personal LOTO

1. Personal LOTO is for protection of one employee and requires no paperwork.

2. Personal locks will be:

a. Removed upon completion of an employee’s work.

b. Removed upon leaving the facility or worksite.

c. Transitioned to maintenance status, if needed.

3. The Authorized Employee will:

a. Notify all Affected Employees that work is required on Equipment and that it must be shut down and locked out.

b. Identify all Energy Sources, their type, magnitude, hazards, and methods of control.

c. Shut down or stop Equipment using Established Methods.

d. Operate all Energy Isolating Device(s).

e. Release all stored hazardous energy.

f. Apply Lockout Devices to each Energy Isolating Device, as needed.

g. Lock all device(s) with assigned personal lock(s).

1) A “Personal Protective ID” tag will be attached at each Energy Source.

2) A “Danger Do Not Operate” tag will be attached at each Energy Source with the following information clearly added:

a) Work to be performed

b) Authorized employee’s printed name

c) Date

d) Contact phone, if available

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h. Perform final verification that Equipment is isolated from the Energy Source(s):

1) Check that no personnel are exposed.

2) Operate all local and remote control(s) to ensure the Equipment will not operate.

3) If verification confirms isolation and de-energization, the Equipment is now locked out.

4. Testing or Positioning Equipment When LOTO devices must be temporarily removed and Equipment energized to test or reposition, the following sequence will be followed:

a. Notify all Affected Employees of need to test or reposition Equipment.

b. Clear the Equipment of tools and materials.

c. Clear employees from Equipment area.

d. Verify Equipment energy controls are off or in the neutral position to prevent inadvertent Equipment startup.

e. Remove the LOTO lock(s), tag(s), and device(s).

f. Energize and proceed with testing or positioning.

g. De-energize and follow appropriate procedure to reapply LOTO.

5. Personal LOTO Removal and Re-energize

The Authorized Employee who applied the LOTO will:

a. Verify removal of all tools from work area, and all Equipment guards and covers are secured and in place.

b. Inform all Affected Employees about Lockout Device removal.

c. Ensure all Affected Employees are clear of the work area.

d. Verify Equipment energy controls are off or in the neutral position to prevent inadvertent Equipment startup.

e. Remove the LOTO lock(s), tag(s), and device(s).

f. Re-energize Equipment.

g. Notify all Affected Employees that Equipment is back in service.

B. Group LOTO

1. Group LOTO protects more than one employee, trade, or craft and requires coordination and documentation.

2. One Authorized Employee within the group will act as Coordinator and:

a. Be from the Work Group with the largest scope of work for the task, or designated by supervision, if needed.

b. Be knowledgeable of the Equipment and process involved.

c. Ensure the completion of all group LOTO documentation.

d. Designate a new Coordinator when unable to fulfill the role.

3. Coordinator will establish group LOTO with lockbox and:

a. Notify all Affected Employees that work is required on Equipment and that it must be shut down and locked out.

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b. Identify all Energy Sources, their type, magnitude, hazards, and methods of control.

c. Shutdown or stop Equipment using Established Methods.

d. Operate all Energy Isolating Device(s).

e. Release all stored hazardous energy.

f. Apply Lockout Devices to each Energy Isolating Device, as needed.

g. Lock out all Energy Isolating Device(s) with group locks.

h. Apply a Danger Group Lock-Out tag to each group lock.

i. Include the following information clearly on each Danger Group Lock-Out tag:

1) Work to be performed

2) Coordinator’s printed name

3) Date

4) Contact phone, if available

j. Place all group lock keys and completed key tags in the lockbox.

k. Apply personal lock, Personal Protective ID Tag, and Danger Group Lock-Out tag to lock box.

l. Perform final verification that Equipment is isolated from the Energy Source(s):

1) Check that no personnel are exposed.

2) Operate all local and remote control(s) to ensure the Equipment will not operate.

3) If verification confirms isolation and de-energization, the Equipment is now locked out.

m. As Authorized Employees enter or leave the group LOTO:

1) Ensure all Authorized Employees apply and remove their personal locks with Personal Protective ID Tags to the lockbox.

2) Ensure all Authorized Employees sign in and out on the group LOTO documentation.

4. Coordinator will establish group LOTO with hasp(s) and:

a. Notify all Affected Employees that work is required on Equipment and that it must be shut down and locked out.

b. Identify all Energy Sources, their type, magnitude, hazards, and methods of control.

c. Shutdown or stop Equipment using Established Methods.

d. Operate all Energy Isolating Device(s).

e. Release all stored hazardous energy.

f. Apply Lockout Devices to each Energy Isolating Device, as needed.

g. Apply personal lock, Personal Protective ID Tag, and Danger Group Lock-Out tag to each hasp.

h. Include the following information clearly on each tag:

1) Work to be performed

2) Coordinator’s printed name

3) Date

4) Contact phone, if available

i. Perform final verification that Equipment is isolated from the Energy Source(s):

1) Check that no personnel are exposed.

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2) Operate all local and remote control(s) to ensure the Equipment will not operate.

3) If verification confirms isolation and de-energization, the Equipment is now locked out.

j. As Authorized Employees enter or leave the group LOTO:

1) Ensure all Authorized Employees apply and remove their personal locks with

Personal Protective ID Tags to each hasp.

2) Ensure all Authorized Employees sign in and out on the group LOTO documentation.

5. Testing or Positioning Equipment When LOTO devices must be temporarily removed and Equipment Energized to test or reposition, the following sequence will be followed:

a. Notify all Affected Employees of the need to test or reposition Equipment.

b. Clear the Equipment of tools and materials.

c. Clear employees from Equipment area.

d. Remove the LOTO lock(s), tag(s), and device(s).

e. Energize and proceed with testing or positioning.

f. De-energize and follow appropriate procedure to reapply LOTO.

6. Group LOTO Removal and Re-energize The designated Coordinator will:

a. Verify all work is complete.

b. Verify removal of all tools from work area, and all Equipment guards and covers are secured and in place.

c. Inform all Affected Employees about energy control device removal.

d. Ensure all Affected Employees are clear of the work area.

e. Verify Equipment energy controls are off or in the neutral position to prevent inadvertent equipment startup.

f. Have all personnel remove their personal locks and Personal Protective ID

Tags from lockbox or hasp(s).

g. Remove all group Lockout, Tagout devices.

h. Re-energize Equipment.

i. Notify all Affected Employees the Equipment is back in service and close out

Group LOTO documentation.

C. Maintenance LOTO

1. The following applies to all Maintenance LOTO:

a. Maintenance LOTO will place Equipment out-of-service and is not for protection of personnel.

b. Once applied by a Work Group, Maintenance LOTO will remain in place until all of that Work Group’s tasks are complete.

c. Only members of the Work Group that applied the Maintenance LOTO can remove it.

d. All Maintenance LOTO will be tracked on a Maintenance LOTO Tracking form and closed out when Equipment is placed back into service.

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2. Maintenance Status

a. Notify all Affected Employees that work is required on Equipment and that it must be shut down and locked out.

b. The Authorized Employee will:

1) Identify all Energy Sources, their type, magnitude, hazards, and methods of control.

2) Shut down or stop Equipment using Established Methods.

3) Operate all Energy Isolating Device(s).

4) Release all stored hazardous energy.

5) Apply Lockout Devices to each Energy Isolating Device, as needed.

6) Lock all device(s) with Maintenance lock(s).

7) Attach a “Danger Do Not Operate” tag at each Energy Source with the following information printed legibly:

a) Work to be performed

b) Authorized employee’s name

c) Date

d) Contact phone, if available

8) Perform final verification that Equipment is isolated from the Energy Source(s):

a) Check that no personnel are exposed.

b) Operate all local and remote control(s) to ensure the Equipment will not operate.

c) If verification confirms isolation and de-energization, the Equipment is now locked out.

9) Log the Maintenance LOTO onto a Maintenance LOTO Tracking form.

3. Testing or Positioning Equipment When LOTO devices must be temporarily removed and Equipment Energized to test or reposition, the following sequence will be followed:

a. Notify all Affected Employees of need to test or reposition Equipment.

b. Clear the Equipment of tools and materials.

c. Clear employees from Equipment area.

d. Remove the LOTO lock(s), tag(s), and device(s).

e. Energize and proceed with testing or positioning.

f. De-energize and follow appropriate procedure to reapply LOTO.

4. Personal LOTO to Maintenance Status

a. Replace personal locks with Maintenance locks at each Energy Source.

b. Remove Personal Protective ID Tag(s) at each Energy Source.

c. Leave “Danger Do Not Operate” tag(s) at each Energy Source.

d. Log the Maintenance LOTO onto a Maintenance LOTO Tracking form.

5. Maintenance LOTO with Personal LOTO

a. Apply personal locks to Maintenance LOTO at each Energy Source.

b. Apply Personal Protective ID Tag(s) at each Energy Source.

c. Leave “Danger Do Not Operate” tag(s) at each Energy Source.

6. Group LOTO to Maintenance Status

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a. Group LOTO with Lockbox

1) Only the Coordinator will conduct this activity.

2) Ensure all Authorized Employees are accounted for, and their personal locks and Personal Protective ID Tags are removed.

3) Replace Coordinator’s personal lock and Personal Protection ID Tag with a

Maintenance lock and completed Danger Do Not Operate tag.

4) Update Group LOTO documentation.

5) Log the Maintenance LOTO onto a Maintenance LOTO Tracking form.

b. Group LOTO with Hasp(s)

1) Only the Coordinator will conduct this activity.

2) Ensure all Authorized Employees are accounted for, and their personal locks and Personal Protection ID Tags are removed from each hasp.

3) Replace Coordinator’s personal locks and Personal Protection ID Tags with

Maintenance locks at each hasp.

4) Leave Danger Group LOTO tag at each Energy Source.

5) Update Group LOTO documentation.

6) Log the Maintenance LOTO onto a Maintenance LOTO Tracking form.

7. Maintenance LOTO to Group LOTO Status

a. Group LOTO with Lockbox

1) Only the Coordinator will conduct this activity.

2) Verify Lockout Devices at each Energy Isolating Device.

3) Reapply Coordinator’s personal lock and Personal Protection ID Tag.

4) Leave the Danger Group Lock-Out tag.

5) As Authorized Employees enter or leave the group LOTO:

a) Ensure all Authorized Employees apply their personal locks with Personal Protective ID Tags to the lockbox.

b) Ensure all Authorized Employees sign in and out on the group LOTO documentation.

b. Group LOTO with Hasp(s)

1) Only the Coordinator will conduct this activity.

2) Verify Lockout Devices at each Energy Isolating Device.

3) Reapply Coordinator’s personal locks and Personal Protection ID Tags at each hasp.

4) Leave the “Danger Group Lock-Out” tag at each hasp.

5) As Authorized Employees enter or leave the group LOTO:

a) Ensure all Authorized Employees apply their personal locks with Personal Protective ID Tags at each hasp.

b) Ensure all Authorized Employees sign in and out on the group LOTO documentation.

8. Maintenance LOTO Removal and Re-energize Authorized Employee(s) from the Work Group that applied the Maintenance LOTO will:

a. Verify removal of all tools from work area, and all Equipment guards and covers are secured and in place.

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Dept. Record No. S-005

b. Inform all Affected Employees about Lockout Device removal.

c. Ensure all Affected Employees are clear of the work area.

d. Verify Equipment energy controls are off or in the neutral position to prevent inadvertent Equipment startup.

e. Remove the LOTO lock(s), tag(s), and device(s).

f. Re-energize Equipment.

g. Notify Affected Employees that Equipment is back in service.

h. Close out the Maintenance LOTO Tracking form when work is complete.

D. Tagout

Tagout may be used only when energy isolating devices are not Capable of Being Locked Out, provided the following:

1. All applicable requirements for Personal, Group, or Maintenance LOTO will be followed.

2. Tag(s) will be located as close as safely possible to the device, in a position that will be immediately obvious to anyone attempting to operate the device.

3. At least one additional safety measure must be employed (e.g., removing a fuse, wire, or valve handle, etc.).

4. Tags will be inspected before work resumes.

5. Maintenance Tagout will be inspected weekly for security and legibility by the

Workgroup that applied the tag and documented in the Maintenance LOTO Tracking form.

E. Notice Tag

1. Only Authorized Employees are allowed to apply notice tags.

2. Notice tags will:

a. Be used for informational purposes only.

b. Not be used for control of hazardous energy.

c. Not require paperwork.

d. Not be bypassed or ignored.

e. Be attached at each Energy Source, with the following information clearly added to each tag:

1) Detailed information or instructions

2) Authorized employee’s printed name

3) Date

4) Contact phone, if available

F. Absent Employee LOTO Removal

When an Authorized Employee who applied a personal LOTO is not available and there is an urgent need to access or operate Equipment, the lock or tag may be removed by supervision, provided the supervisor:

1. Completes an Absent Employee LOTO Removal form.

2. Completes all steps listed on the form.

3. Submits the completed form to WSD Safety staff.

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G. Recordkeeping

The following documents will be compiled in a centralized location and maintained for one year by WSD Safety staff:

1. Contractor Exchange of Information form

2. Group LOTO form

3. Absent Employee LOTO Removal form

4. Periodic Inspection form

5. Maintenance LOTO form

6. Annual Audit Documentation

VII. CONTRACTORS

At the onset of any new construction project, prior to use of contractors for maintenance, or whenever LOTO policy is revised, WSD staff coordinating the work, a representative from the facility involved, and the contractor(s) will inform each other of their respective LOTO procedures, and a Lockout Tagout Exchange of Information form will be signed and maintained.

Contractor-involved LOTO activity will be addressed under the following two categories:

A. New Construction When the LOTO activity involves new construction, and the contractor has exclusive control of the site, the following will apply:

1. The contractor will fully implement all aspects of their Hazardous Energy Control policy as presented to WSD.

2. All Affected Employees will be notified that hazardous energy control procedures are in effect by contractors.

B. Existing Equipment

When the LOTO activity involves existing Equipment, the following will apply:

1. For projects lead by the WFS or designee, WSD staff will coordinate with contractors prior to maintenance of Equipment to:

a. Review the project scope of work.

b. Perform required steps necessary to ensure energy isolation.

c. Follow all Maintenance LOTO procedures in Section VI (C) (Steps 1,2,3, & 8).

2. For projects lead by WSD Engineering with Maintenance of Plant Operations

(MOPO):

a. Contractor(s) will establish and submit a MOPO to WSD Engineering or Water

Facilities Supervisor (WFS), preferably two weeks or more prior to activities.

b. WSD Engineering or the WFS will submit MOPO to all affected WSD staff for review and revision.

c. WSD staff will review and walk MOPO for accuracy.

d. Contractor(s) will amend MOPO based on review findings.

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e. Contractor(s) will resubmit amended MOPO for final approval.

f. Work performed will be limited to approved MOPO activities.

3. WSD management will assign authorized WSD employee(s) to:

a. Perform assigned steps in the MOPO to ensure energy isolation.

b. Follow all Maintenance LOTO procedures in Section VI (C) (Steps 1,2,3, & 8).

4. The contractor will apply their own hasp to the established WSD maintenance hasp and fully implement all aspects of their Hazardous Energy Control policy on their device.

5. All Affected Employees will be notified that hazardous energy control procedures are in effect by contractors.

6. If WSD Authorized Employees must work on Equipment already locked out by a contractor, the following will apply independent of the contractor’s LOTO:

a. One WSD employee – follow WSD Personal LOTO procedures on the WSD hasp.

b. More than one WSD employee – follow WSD Group LOTO procedures on the

WSD hasp.

VIII. TRAINING

WSD Safety will coordinate with supervision to provide training for the LOTO policy.

A. Affected Employee Training

1. All new Affected Employees will be trained on the Lockout Tagout training brief.

2. Review of the Lockout Tagout training brief will recur annually.

B. Authorized Employee Training

1. Each Authorized Employee will receive initial training on this Hazardous Energy

Control policy prior to conducting any LOTO activity.

2. Training will recur every three years.

C. Authorized Employee Retraining Training to maintain employee proficiency and introduce new or revised control procedures will be provided for all Authorized Employees whenever there is:

1. Revision to this policy.

2. Change in job assignment.

3. Change in Equipment.

4. Process that presents new hazards.

5. Any inspection reveals deviation from this policy.

D. Training Records

Each employee’s training record will be maintained and kept up to date.

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IX. LOTO POLICY AUDIT

A. Periodic Inspections WSD Safety will perform periodic inspections, to:

1. Be conducted on at least one LOTO in progress at Remote Facilities, Lift Stations, and each plant annually.

2. Review each Affected Employee’s knowledge and Authorized Employee’s execution of the LOTO activity inspected.

3. Identify and correct any deviations or inadequacies.

4. Document all findings on a Periodic Inspection form.

B. Annual Audit WSD Safety will conduct an annual Hazardous Energy Control policy audit that will:

1. Review all periodic inspections and their findings.

2. Evaluate the effectiveness of energy control procedures established in this policy.

3. Ensure the requirements of this policy are being followed.

4. Document all findings and update the policy as needed.

X. DEFINITIONS

Affected Employee – An employee whose job requires operation or use of equipment on which Maintenance is being performed under Lockout or tagout, or whose job requires work in an area in which such Maintenance is being performed.

Authorized Employee – A person who locks out or tags out equipment in order to perform Maintenance on that equipment. An affected employee becomes an authorized employee when that employee's duties include performing Maintenance covered under this policy.

Capable of Being Locked Out – An energy isolating device is capable of being locked out if it has a hasp or other means of attachment to which, or through which, a lock can be affixed, or it has a locking mechanism built into it. Other energy isolating devices are capable of being locked out, if Lockout can be achieved without the need to dismantle, rebuild, or replace the energy isolating device or permanently alter its energy control capability.

Coordinator – The Authorized Employee responsible for coordinating and ensuring continuity of protection for all affected Work Groups and knowledgeable of the Equipment and process involved. The Coordinator will be a member of the Work Group with the largest scope of work for the task, or designated by supervision, if needed.

Electrical Hazard – A dangerous condition such that contact, or equipment failure can result in electric shock, arc flash burn, thermal burn, or arc blast injury.

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Electrically Safe Work Condition – A state in which an electrical conductor or circuit part has been disconnected from energized parts, locked/tagged in accordance with established standards, tested to verify the absence of voltage, and, if necessary, temporarily grounded for personnel protection.

Electrically Qualified Person – One who has demonstrated skills and knowledge related to the construction and operation of electrical equipment and installations and has received safety training to identify the hazards and reduce the associated risks. This may include but is not limited to Electricians, Instrumentation and Controls Specialists, Building Maintenance Workers, and User Technology Specialists.

Electrically Unqualified Person – One who has not received the specific training necessary to perform a task or to recognize when an electrical hazard exists and how to avoid that hazard or who has not demonstrated their ability to perform a specific task. This may include but is not limited to Operations & Maintenance Technicians, Mechanics, O&M Supervisors and Water Systems Operators.

Energized – Connected to an Energy Source or containing residual or stored hazardous energy.

Energy Isolating Device – A mechanical component or device that physically prevents the transmission or release of energy, including but not limited to the following: a manually operated disconnect switch; line valve; block; blank flange; bolted slip blind, or any similar device used to block or isolate energy. Push buttons, selector switches and other control circuit type devices are not Energy Isolating Devices.

Energy Source – Any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal, or other energy.

Established Method – WSD accepted and approved best practices, including but not limited to policies, MOPOs, workplans, sequence of operations, and standard operating procedures.

Equipment – Any asset owned and maintained by WSD. This includes but is not limited to pipes, pumps, valves, tanks, mains, services, switch gear, motors, etc.

Hot Tap – A procedure used in Maintenance which involves working on a piece of equipment (pipelines, vessels, or tanks) under pressure, in order to install connections or appurtenances. It is commonly used to replace or add sections of pipeline without the interruption of service for air, gas, water, and steam distribution systems.

Lockout – The placement of a Lockout Device on an energy isolating device, in accordance with an Established Method, ensuring that the energy isolating device and the equipment being controlled cannot be operated until the Lockout Device is removed.

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Lockout Device – A device, such as a hasp, cable, plug, or gate valve, etc. that is secured with lock and key to hold an Energy Isolating Device in the safe position to prevent the energizing of Equipment.

Maintenance – Workplace activities such as servicing, constructing, installing, setting up, adjusting, inspecting, modifying, lubricating, cleaning, or unjamming of equipment, etc., where the employee may be exposed to the unexpected energization or startup of the equipment or release of hazardous energy.

Maintenance of Plant Operations (MOPO) – A documented sequence of events used to isolate plant operations from activity performed by contractors. It is drafted by contractors, approved by WSD, and coordinates safe work practices, operations, and activity among all affected Work Groups.

Personal Protective ID Tag – Photo ID tags used to identify Authorized Employees involved with LOTO activity. They will be issued through WSD Security Management Unit

(SMU).

Tagout – The placement of a tagout device on an energy isolating device, in accordance with an Established Method, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed.

Tagout Device – A prominent warning device, such as a tag and a means of attachment, which can be securely fastened to an energy isolating device in accordance with an Established Method, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed.

Work Group – A trade or group within a site or division that normally works together and designated as Operations and Maintenance (OM), Electricians (EL), and Instrumentation and Controls Specialists (IC).

Troy Hayes, Director Water Services Department

X. DEFINITIONS