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University of Maryland, College Park Policy on Control of Hazardous Energy During Maintenance of Equipment

Consolidated USM and UMD Policies and Procedures


Approved by the President March 13, 1996

  I.   Purpose
       This is a statement of official University policy to
       establish the process for compliance with the Occupational
       Safety and Health Administration (OSHA) regulation, "Control
       of Hazardous Energy," 29 CFR 1910.147. It is intended to
       protect University employees from hazards caused by the
       inadvertent activation of equipment during maintenance.
       This policy establishes the minimum requirements to protect
       employees from such hazards.
  II.  Scope
       Servicing and/or maintenance which takes place during normal
       production operations is covered by this plan if: 1) An
       employee is required to remove or bypass a guard or safety
       device; or 2) An employee is required to place any part of
       his or her body into an area of the machine or piece of
       equipment where work is actually performed upon the material
       being processed (point of operation) or where an associated
       danger exists during a machine cycle.
       Minor tool changes and adjustments (e.g., clearing jammed
       paper from a copier, printer or typewriter) and other minor
       servicing activities, which are routine, repetitive, and
       take place during normal production operations, are not
       covered by this plan.  This type of maintenance must be
       completed using alternative safety measures (e.g., proper
       use of manufacturer-required and recommended machine
       This plan also does not apply to work on cord and plug
       connected electrical equipment for which exposure to the
       hazards of unexpected start-up is controlled by unplugging
       it from the energy source if the plug is under the exclusive
       control of the employee performing the service.
  III. Policy
       The University is dedicated to providing safe work
       facilities for students and employees, and complying with
       federal and state occupational health and safety standards.
       Administrators, managers, faculty, staff and students all
       share a responsibility to reduce hazards due to the
       unintentional release of hazardous energy.
       The Lockout/Tagout Plan (LOTO) will be implemented for all
       facilities at the College Park Campus where there is need to
       perform maintenance or provide routine service to machinery
       or equipment.  Servicing of all electrically, chemically,
       pneumatically, thermally and/or hydraulically powered
       machinery is included in this plan.  Contractors who perform
       work on University equipment will also comply with the
       procedures outlined in this plan.
  IV.  Duties and Responsibilities
       1.   Department of Environmental Safety (DES) will:
            (a)  Provide consultation to assist in the
                 identification of equipment where LOTO should be
            (b)  Prepare the LOTO Plan with periodic review and
                 revisions as needed;
            (c)  Distribute the LOTO plan to each affected
                 department for distribution to all individuals who
                 are authorized by the department to perform
                 maintenance on energized equipment;
            (d)  Approve locks to be used by individual
            (e)  Investigate and document all reported accidents
                 and/or near-miss accidents that are directly or
                 indirectly related to the locking and tagging of
                 equipment; and
            (f)  Provide training and retraining to all authorized
       2.   Department Heads will:
            (a   Designate supervisors to implement specific LOTO
                 procedures; and
            (b)  Select appropriate locking and tagging devices for
                 their respective department.
       3.   Designated Supervisors will:
            (a)  Implement all provisions of the LOTO for work
                 areas under their control;
            (b)  Inventory and identify all potentially dangerous
                 equipment capable of releasing hazardous energy
                 during maintenance in work areas or facilities
                 under their control;
            (c)  Prepare specific LOTO and emergency procedures for
                 hazardous machinery (refer to Appendix A of the
                 LOTO Plan;
            (d)  Identify persons authorized to implement LOTO
                 procedures and assure that each person attends
                 training provided by the Department of
                 Environmental Safety;
            (e)  Report all workplace injuries, unsafe conditions
                 and near-misses to the Department of Environmental
            (f)  Instruct authorized LOTO personnel regarding the
                 applicability of this plan to their respective
            (g)  Provide proper locking and tagging equipment
                 including locks, tags, multiple lock holders,
            (h)  Direct periodic safety audits of LOTO procedures
                 to determine regulatory compliance, and recommend
                 action to correct conditions of noncompliance; and
            (i)  Comply with necessary documentation requirements.
       4.   Authorized employees shall:
            (a)  Adhere to the requirements of the Lockout Tagout
            (b)  Follow guidelines referenced in this plan to
                 protect themselves and others from the release of
                 hazardous energy;
            (c)  Ensure the security of their own locking devices;
            (d)  Complete all safety training requirements and
                 comply with documentation procedures; and
            (e)  Report all workplace injuries, unsafe conditions
                 and near-misses to their supervisors and/or the
                 Department of Environmental Safety.
       5.   Affected employees shall:
            (a)  Notify the appropriate persons when equipment
               needs servicing; and
            (b)  Follow LOTO instructions given by the authorized
  V.   Information
       Assistance will be provided by the Department of
       Environmental Safety to any Department or individual
       requesting guidance or training to satisfy implementation of
       this policy.  (Departmental telephone number is (301)
       405-3960; electronic mail (E-Mail) address is
       Safety@UMDACC.UMD.EDU; WWW Home Page address is
       http://www.wam.umd.edu/~safety). A complete copy of the
       LOCKOUT TAGOUT PLAN may be obtained from the      Department of Environmental Safety.