To establish Bright Future, LLC procedures to provide employees with a safe and healthful working environment to prevent injuries to themselves and their co­workers.

DEFINITIONS For the purpose of this Policy and Procedure:

“SERVICING OR MAINTENANCE” includes activities such as constructing, installing, setting up, adjusting, inspecting, modifying and maintaining and/or servicing machines or equipment. Excluded from coverage are minor tool changes and adjustments and other minor servicing activities, which take place during normal production operations, if they are routine, repetitive and integral to the use of equipment for production, provided that the work is performed without the removal or bypassing of machine guards already required by OSHA. When machines, or equipment are undergoing repairs or rebuild, lockout procedures must be used.                                       ·

“AUTHORIZED EMPLOYEES” are workers who lock or implement a tagout system procedure on the machines or equipment to perform servicing or maintenance on the machines or equipment.

“AFFECTED EMPLOYEES” are workers who do not perform the servicing or maintenance, but those whose job requires them to work in an area in which servicing or maintenance is being performed (I.E. operators, other repairmen, Group leaders).

“DE-ENERGIZED” calls for de-energizing all live parts before working’ on or near them unless it is more hazardous to do so or if it is not possible to because of design or operational limitations.

“ENERGIZED” is being connected to an energy source or containing residual or stored energy. Additional safe practices are mandated if working on exposed live parts.’

“ENERGY ISOLATING DEVICE” is a mechanical device that physically prevents the transmission or release of energy, including but not limited to the following: a manually operated electrical circuit breaker; a disconnect switch; a manually operated switch by which the conductors of a circuit can be disconnected from all under-grounded supply conductors and, in addition, no pole can be operated independently; a slide gate, a slip blind; a line valve; a block or isolate energy. The term does not include a push button, selector switch and other control circuit type devices.

“ELECTRICAL  SOURCE” is any source of electrical, mechanical,  hydraulic, pneumatic, chemical, thermal or other energy.

“LOCKOUT” is the placement of a lockout device on an energy isolating device, in accordance with an established procedure, ensuring that the energy isolating device and the equipment being controlled cannot be operated until the lockout device is removed.

“LOCKOUT DEVICE” is that device that utilizes a positive means such as a lock, either key or combination type, to hold an energy isolating device in the safe position and prevent the energizing of a machine or equipment.

“NORMAL PRODUCTION OPERATIONS” is the utilization of a machine  or equipment to perform its intended production function.

“SERVICING AND/OR MAINTENANCE” work place activities such as constructing, installing, setting up, adjusting, inspecting, modifying and maintaining and/or servicing machines or equipment.

These activities include lubrication, cleaning or unjamming the machines or equipment and making adjustments or tool changes, where the employee may be exposed to the unexpected energization or start-up of the equipment of release of hazardous energy.

“SETTING UP” is any work performed to prepare a machine or equipment  to perform its normal production operation.

“TAGOUT” is the placement of a tagout device on an energy isolating device, in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed.

“TAGOUT DEVICE” is a prominent warning device, such as a tag and means of attachment, which can be securely fastened to an energy isolating device in accordance with an established procedure, to indicate that the energy isolating device and the equipment being controlled may not be operated until the tagout device is removed.


Bright Future, LLC will make a survey of location and identify all isolating devices to be certain which switch (s), valve (s), or other energy isolating devices apply to the equipment or circuit to be locked or tagged out. More than one energy source (electrical, mechanical, or others) may be involved.

  1. Mechanical equipment or tools with moving parts
  2. All electrical equipment, tools, or circuits that may become energized
  3. All hydraulic equipment with moving parts or energy source supplied to it

These procedures will apply for the entire company on all job sites and service customer locations. The steps that should be taken are:

  1. Authorized employee will notify Customer, Supervisor, Leader and affected co-employee that a lockout or tagout system is going to be implemented in their work area and the reason why. The authorized employee shall know the type and magnitude of energy that the machine or equipment utilized and will understand the hazards that are present.
  2. If the machine or equipment is operating, shut it down by the normal stopping procedure (depress stop button, open toggle switch, etc.).
  3. Operate the disconnect switch, valve, or other energy isolating device so that equipment is isolated from its energy source (s). Stored energy (such as that in springs, elevated machine numbers, rotating flywheels, hydraulic systems, air, gas, steam, water pressure, electrical capacitors, etc.) must be relieved, dissipated, or restrained by methods such as · repositioning, blocking, bleeding, down, etc. (Type (5) of Stored Energy methods to dissipate or restrain).
  4. Lockout and/or tagout the equipment with energy isolating devices with assigned individual lock (s) and tag (s). Method (s) selected; i.e., locks, tags, additional safety measures, etc.
  5. On equipment with electrical disconnects, the disconnect shall be placed in the “OFF” position and a padlock added to ensure that it cannot be moved to the “ON” position.
  6. On equipment with cord cap disconnects, the cord cap shall be . disconnected and a padlock added to the equipment end of the electrical cord to ensure the electrical cord cannot be plugged in.
  7. On equipment with no cord cap or electrical disconnect, the bus duct disconnect box shall be opened and padlocked.
  8. Conductors and equipment that have been de-energized shall be treated as energized.
  9. After ensuring that no personnel are exposed and as a check on having disconnected the energy sources, operate the push button or other normal operating controls to make certain the equipment will not operate. Make sure to note the type (s) of equipment that need to be checked to ensure disconnections. CAUTION: Return operating control (s) to “neutral” or “off’ position after the test.
  10. Before work is started, equipment must be tested using normal operating controls to insure it will not operate.
  11. A qualified person shall use test equipment to test the circuit elements and electrical parts of equipment to which employees will be exposed and shall verify that the circuit elements and equipment parts are de­energized. The test shall also determine if any energized condition exists as a result of inadvertently induced voltage or unrelated voltage back feed even though specific parts of the circuit have been deenergized and presumed to be safe. If the circuit to be tested is over 600 volts, nominal, the test equipment shall be checked for proper operation immediately before and immediately after this test.

Restoring Machines to Normal Production Operations

  1. After the “Servicing and Maintenance” is complete and guards have be reinstalled and employees are in the clear, remove all lockout devices.
  2. After all tools have been removed from the machine or equipment, guards should be reinstalled.
  3. Operate the energy isolating devices to restore energy to the machine.
  4. Notify the group leader that the job is completed and ready for inspection.

Procedures Involving More Than One Person or Trades

  1. In the preceding steps, if more than one individual or trade is required to lockout or tagout equipment, each shall place his/her own personal lockout device or tagout device on the energy isolating device (s).
  2. When an energy-isolating device cannot accept multiple locks or tags, a multiple lockout or tagout device (hasp) may be used.
  3. If lockout is used, each person may use a single lock with the key being maintained by that per on, which allows the use of multiple locks to secure it.
  4. Each employee will then use his/her own lock to secure the hasp.
  5. As each person no longer needs to maintain his/her lockout protection, that person will remove his/her lock.

Basic Rules Applying to Lockout Procedures

  1. All electrical sources need to be locked out or tagged out to protect against accidental or inadvertent operation when such operation could cause injury to personnel.
  2. Anytime more than one person is performing “Servicing or Maintenance” on a piece of equipment at the same time, each shall place his/her own padlock on the energy isolating device, using the procedure above.
  3. No one other than person (s) placing padlock (s) on energy isolating devices shall remove padlocks and restore power.
  4. If work is not completed within one shift and the oncoming shift will continue to work, the padlock (s) will be removed the presence  of the oncoming shift and replaced immediately by their own.
  5. It shall be the responsibility of the Foreman to enforce this policy on the job.
  6. The employer must provide training to all authorized and affected employees to ensure the policy is understood.
  7. Periodic inspection of the energy control procedure is required annually at minimum.
  8. Do not attempt to operate any switch, valve, or other energy isolating device where it is locked or tagged out.

Bright Future, LLC makes available a basic LockOut/TagOut kit consisting of the following items:

  • 3 pc. 1 1/2″ 12 gauge steel multiple lockouts
  • 3 Quality padlocks                                             ·
  • 14 Padlock identifier stickers
  • 10 Vinyl lockout safety tags with grommeted eyelets
  • 3 Single-pole electrical breaker lockouts
  • 2 Multiple-pole electrical breaker lockouts
  • 1 Electrical plug lockout
  • 1 Lockout safety training booklet

If your needs cannot be met with this kit, please notify the Safety Department with breaker size & frame numbers or other items as needed for special order.

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