OSHA Issues Enforcement Policy for Its Standards Addressing the Control of Hazardous Energy
On February 11, 2008, OSHA issued a directive amending its enforcement policy to address the “Control of Hazardous Energy (Lockout/Tagout)” (LOTO) standard, 29 C.F.R. § 1910.147. This standard “covers the servicing and maintenance of machines and equipment in which the unexpected energization or start up of the machines or equipment, or release of stored energy could cause injury to employees.” The directive provides guidance for OSHA personnel performing inspection activity related to the LOTO standard.
OSHA made the following significant changes in this instruction:
- adds compliance safety officer guidelines that require compliance safety and health officers who are trained in energy control practices and procedures to be the only individuals that can evaluate machines and equipment to determine that they are properly locked and/or tagged out in accordance with §1910.147
- provides examples of citations that may result from various scenarios
- describes three affirmative defenses commonly associated with the LOTO standard: (1) greater hazard to comply with the standard; (2) impossibility defense, which applies if the LOTO standard was functionally impossible or would prevent the performance of the work, and if there are no alternate means of employee protection; and (3) unpreventable employee misconduct
- incorporates compliance assistance flowcharts
- provides additional information on alternatives to the LOTO standard, which include (1) complying with the minor servicing exception, the note contained in §1910.147(a)(2)(ii); (2) utilizing the cord and plug connected equipment or hot tap exemptions, §§1910.147(a)(2)(iii)(A) and (a)(2)(iii)(B); (3) effective machine guarding; (4) final actions granting LOTO standard variances; and (5) other applicable portions of 29 C.F.R. Part 1910 that prevent employee exposure to hazardous energy
- includes additional guidance of the minor servicing exception, specific energy control procedures, periodic inspections and unexpected energization
- adds vehicle repair and maintenance standards and practices to prevent the release of hazardous energy
- includes general reference material for information pertinent to hazardous energy control.
