29 Cfr 1910.147

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ELECTRONIC CODE OF FEDERAL REGULATIONS
e-CFR Data is current as of March 12, 2014
Title 29: Labor
PART 1910—OCCUPATIONAL SAFETY AND HEALTH STANDARDS
Subpart J—General Environmental Controls
§1910.147 The control of hazardous energy (lockout/tagout).
(a) Scope, application, and purpose—(1) Scope.
(i) 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. This standard establishes minimum performance requirements for the
control of such hazardous energy.
(ii) This standard does not cover the following:
(A) Construction and agriculture employment;
(B) Employment covered by parts 1915, 1917, and 1918 of this title;
(C) Installations under the exclusive control of electric utilities for the purpose of power
generation, transmission and distribution, including related equipment for communication or metering;
(D) Exposure to electrical hazards from work on, near, or with conductors or equipment in electricutilization installations, which is covered by subpart S of this part; and
(E) Oil and gas well drilling and servicing.
(2) Application. (i) This standard applies to the control of energy during servicing and/or
maintenance of machines and equipment.
(ii) Normal production operations are not covered by this standard (See subpart 0 of this part).
Servicing and/or maintenance which takes place during normal production operations is covered by
this standard only if;:
(A) An employee is required to remove or bypass a guard or other safety device; or
(B) An employee is required to place any part of his or her body into an area on a machine or
piece of equipment where work is actually performed upon the material being processed (point of
operation) or where an associated danger zone exists during a machine operating cycle.
NOTE: Exception to paragraph (a)(2)(ii): Minor tool changes and adjustments, and other minor servicing
activities, which take place during normal production operations, are not covered by this standard if they are
routine, repetitive, and integral to the use of the equipment for production, provided that the work is performed
using alternative measures which provide effective protection (See subpart 0 of this part).

(iii) This standard does not apply to the following.
(A) Work on cord and plug connected electric equipment for which exposure to the hazards of
unexpected energization or start up of the equipment is controlled by the unplugging of the equipment
from the energy source and by the plug being under the exclusive control of the employee performing
the servicing or maintenance.

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(B) Hot tap operations involving transmission and distribution systems for substances such as
gas, steam, water or petroleum products when they are performed on pressurized pipelines, provided
that the employer demonstrates that (1) continuity of service is essential; (2) shutdown of the system is
impractical; and (3) documented procedures are followed, and special equipment is used which will
provide proven effective protection for employees.
(3) Purpose. (i) This section requires employers to establish a program and utilize procedures for
affixing appropriate lockout devices or tagout devices to energy isolating devices, and to otherwise
disable machines or equipment to prevent unexpected energization, start-up or release of stored
energy in order to prevent injury to employees.
(ii) When other standards in this part require the use of lockout or tagout, they shall be used and
supplemented by the procedural and training requirements of this section.
(b) Definitions applicable to this section.
Affected employee. An employee whose job requires him/her to operate or use a machine or
equipment on which servicing or maintenance is being performed under lockout or tagout, or whose
job requires him/her to work in an area in which such servicing or maintenance is being performed.
Authorized employee. A person who locks out or tags out machines or equipment in order to
perform servicing or maintenance on that machine or equipment. An affected employee becomes an
authorized employee when that employee's duties include performing servicing or maintenance
covered under this section.
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.
Energized. Connected to an energy source or containing residual or stored energy.
Energy isolating device. 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 ungrounded supply conductors, and, in addition, no pole can be operated
independently; a line valve; a block; and 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.
Hot tap. A procedure used in the repair, maintenance and services activities which involves
welding 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, steam, and petrochemical distribution systems.
Lockout. 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. A device that utilizes a positive means such as a lock, either key or combination
type, to hold an energy isolating device in a safe position and prevent the energizing of a machine or
equipment. Included are blank flanges and bolted slip blinds.
Normal production operations. The utilization of a machine or equipment to perform its intended
production function.

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Servicing and/or maintenance. Workplace 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 of machines or equipment and making
adjustments or tool changes, where the employee may be exposed to the unexpected energization or
startup of the equipment or release of hazardous energy.
Setting up. Any work performed to prepare a machine or equipment to perform its normal
production operation.
Tagout. 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. 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 procedure, to
indicate that the energy isolating device and the equipment being controlled may not be operated until
the tagout device is removed.
(c) General—(1) Energy control program. The employer shall establish a program consisting of
energy control procedures, employee training and periodic inspections to ensure that before any
employee performs any servicing or maintenance on a machine or equipment where the unexpected
energizing, start up or release of stored energy could occur and cause injury, the machine or
equipment shall be isolated from the energy source, and rendered inoperative.
(2) Lockout/tagout. (i) If an energy isolating device is not capable of being locked out, the
employer's energy control program under paragraph (c)(1) of this section shall utilize a tagout system.
(ii) If an energy isolating device is capable of being locked out, the employer's energy control
program under paragraph (c)(1) of this section shall utilize lockout, unless the employer can
demonstrate that the utilization of a tagout system will provide full employee protection as set forth in
paragraph (c)(3) of this section.
(iii) After January 2, 1990, whenever replacement or major repair, renovation or modification of a
machine or equipment is performed, and whenever new machines or equipment are installed, energy
isolating devices for such machine or equipment shall be designed to accept a lockout device.
(3) Full employee protection. (i) When a tagout device is used on an energy isolating device which
is capable of being locked out, the tagout device shall be attached at the same location that the
lockout device would have been attached, and the employer shall demonstrate that the tagout
program will provide a level of safety equivalent to that obtained by using a lockout program.
(ii) In demonstrating that a level of safety is achieved in the tagout program which is equivalent to
the level of safety obtained by using a lockout program, the employer shall demonstrate full
compliance with all tagout-related provisions of this standard together with such additional elements as
are necessary to provide the equivalent safety available from the use of a lockout device. Additional
means to be considered as part of the demonstration of full employee protection shall include the
implementation of additional safety measures such as the removal of an isolating circuit element,
blocking of a controlling switch, opening of an extra disconnecting device, or the removal of a valve
handle to reduce the likelihood of inadvertent energization.
(4) Energy control procedure. (i) Procedures shall be developed, documented and utilized for the
control of potentially hazardous energy when employees are engaged in the activities covered by this
section.
NOTE: Exception: The employer need not document the required procedure for a particular machine or
equipment, when all of the following elements exist: (1) The machine or equipment has no potential for stored or
residual energy or reaccumulation of stored energy after shut down which could endanger employees; (2) the
machine or equipment has a single energy source which can be readily identified and isolated; (3) the isolation
and locking out of that energy source will completely deenergize and deactivate the machine or equipment; (4)
the machine or equipment is isolated from that energy source and locked out during servicing or maintenance;

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(5) a single lockout device will achieve a locked-out condition; (6) the lockout device is under the exclusive
control of the authorized employee performing the servicing or maintenance; (7) the servicing or maintenance
does not create hazards for other employees; and (8) the employer, in utilizing this exception, has had no
accidents involving the unexpected activation or reenergization of the machine or equipment during servicing or
maintenance.

(ii) The procedures shall clearly and specifically outline the scope, purpose, authorization, rules,
and techniques to be utilized for the control of hazardous energy, and the means to enforce
compliance including, but not limited to, the following:
(A) A specific statement of the intended use of the procedure;
(B) Specific procedural steps for shutting down, isolating, blocking and securing machines or
equipment to control hazardous energy;
(C) Specific procedural steps for the placement, removal and transfer of lockout devices or tagout
devices and the responsibility for them; and
(D) Specific requirements for testing a machine or equipment to determine and verify the
effectiveness of lockout devices, tagout devices, and other energy control measures.
(5) Protective materials and hardware. (i) Locks, tags, chains, wedges, key blocks, adapter pins,
self-locking fasteners, or other hardware shall be provided by the employer for isolating, securing or
blocking of machines or equipment from energy sources.
(ii) Lockout devices and tagout devices shall be singularly identified; shall be the only devices(s)
used for controlling energy; shall not be used for other purposes; and shall meet the following
requirements:
(A) Durable. (1) Lockout and tagout devices shall be capable of withstanding the environment to
which they are exposed for the maximum period of time that exposure is expected.
(2) Tagout devices shall be constructed and printed so that exposure to weather conditions or wet
and damp locations will not cause the tag to deteriorate or the message on the tag to become illegible.
(3) Tags shall not deteriorate when used in corrosive environments such as areas where acid and
alkali chemicals are handled and stored.
(B) Standardized. Lockout and tagout devices shall be standardized within the facility in at least
one of the following criteria: Color; shape; or size; and additionally, in the case of tagout devices, print
and format shall be standardized.
(C) Substantial—(1) Lockout devices. Lockout devices shall be 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.
(2) Tagout devices. Tagout devices, including and their means of attachment, shall be substantial
enough to prevent inadvertent or accidental removal. Tagout device attachment means shall be of a
non-reusable type, attachable by hand, self-locking, and non-releasable with a minimum unlocking
strength of no less than 50 pounds and having the general design and basic characteristics of being at
least equivalent to a one-piece, all-environment-tolerant nylon cable tie.
(D) Identifiable. Lockout devices and tagout devices shall indicate the identity of the employee
applying the device(s).
(iii) Tagout devices shall warn against hazardous conditions if the machine or equipment is
energized and shall include a legend such as the following: Do Not Start, Do Not Open, Do Not Close,
Do Not Energize, Do Not Operate.

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(6) Periodic inspection. (i) The employer shall conduct a periodic inspection of the energy control
procedure at least annually to ensure that the procedure and the requirements of this standard are
being followed.
(A) The periodic inspection shall be perfomed by an authorized employee other than the ones(s)
utilizing the energy control procedure being inspected.
(B) The periodic inspection shall be conducted to correct any deviations or inadequacies
identified.
(C) Where lockout is used for energy control, the periodic inspection shall include a review,
between the inspector and each authorized employee, of that employee's responsibilities under the
energy control procedure being inspected.
(D) Where tagout is used for energy control, the periodic inspection shall include a review,
between the inspector and each authorized and affected employee, of that employee's responsibilities
under the energy control procedure being inspected, and the elements set forth in paragraph (c)(7)(ii)
of this section.
(ii) The employer shall certify that the periodic inspections have been performed. The certification
shall identify the machine or equipment on which the energy control procedure was being utilized, the
date of the inspection, the employees included in the inspection, and the person performing the
inspection.
(7) Training and communication. (i) The employer shall provide training to ensure that the purpose
and function of the energy control program are understood by employees and that the knowledge and
skills required for the safe application, usage, and removal of the energy controls are acquired by
employees. The training shall include the following:
(A) Each authorized employee shall receive training in the recognition of applicable hazardous
energy sources, the type and magnitude of the energy available in the workplace, and the methods
and means necessary for energy isolation and control.
(B) Each affected employee shall be instructed in the purpose and use of the energy control
procedure.
(C) All other employees whose work operations are or may be in an area where energy control
procedures may be utilized, shall be instructed about the procedure, and about the prohibition relating
to attempts to restart or reenergize machines or equipment which are locked out or tagged out.
(ii) When tagout systems are used, employees shall also be trained in the following limitations of
tags:
(A) Tags are essentially warning devices affixed to energy isolating devices, and do not provide
the physical restraint on those devices that is provided by a lock.
(B) When a tag is attached to an energy isolating means, it is not to be removed without
authorization of the authorized person responsible for it, and it is never to be bypassed, ignored, or
otherwise defeated.
(C) Tags must be legible and understandable by all authorized employees, affected employees,
and all other employees whose work operations are or may be in the area, in order to be effective.
(D) Tags and their means of attachment must be made of materials which will withstand the
environmental conditions encountered in the workplace.
(E) Tags may evoke a false sense of security, and their meaning needs to be understood as part
of the overall energy control program.

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(F) Tags must be securely attached to energy isolating devices so that they cannot be
inadvertently or accidentally detached during use.
(iii) Employee retraining.
(A) Retraining shall be provided for all authorized and affected employees whenever there is a
change in their job assignments, a change in machines, equipment or processes that present a new
hazard, or when there is a change in the energy control procedures.
(B) Additional retraining shall also be conducted whenever a periodic inspection under paragraph
(c)(6) of this section reveals, or whenever the employer has reason to believe, that there are
deviations from or inadequacies in the employee's knowledge or use of the energy control procedures.
(C) The retraining shall reestablish employee proficiency and introduce new or revised control
methods and procedures, as necessary.
(iv) The employer shall certify that employee training has been accomplished and is being kept up
to date. The certification shall contain each employee's name and dates of training.
(8) Energy isolation. Lockout or tagout shall be performed only bythe authorized employees who
are performing the servicing or maintenance.
(9) Notification of employees. Affected employees shall be notified by the employer or authorized
employee of the application and removal of lockout devices or tagout devices. Notification shall be
given before the controls are applied, and after they are removed from the machine or equipment.
(d) Application of control. The established procedures for the application of energy control (the
lockout or tagout procedures) shall cover the following elements and actions and shall be done in the
following sequence:
(1) Preparation for shutdown. Before an authorized or affected employee turns off a machine or
equipment, the authorized employee shall have knowledge of the type and magnitude of the energy,
the hazards of the energy to be controlled, and the method or means to control the energy.
(2) Machine or equipment shutdown. The machine or equipment shall be turned off or shut down
using the procedures established for the machine or equipment. An orderly shutdown must be utilized
to avoid any additional or increased hazard(s) to employees as a result of the equipment stoppage.
(3) Machine or equipment isolation. All energy isolating devices that are needed to control the
energy to the machine or equipment shall be physically located and operated in such a manner as to
isolate the machine or equipment from the energy source(s).
(4) Lockout or tagout device application. (i) Lockout or tagout devices shall be affixed to each
energy isolating device by authorized employees.
(ii) Lockout devices, where used, shall be affixed in a manner to that will hold the energy isolating
devices in a “safe” or “off” position.
(iii) Tagout devices, where used, shall be affixed in such a manner as will clearly indicate that the
operation or movement of energy isolating devices from the “safe” or “off” position is prohibited.
(A) Where tagout devices are used with energy isolating devices designed with the capability of
being locked, the tag attachment shall be fastened at the same point at which the lock would have
been attached.
(B) Where a tag cannot be affixed directly to the energy isolating device, the tag shall 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.

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(5) Stored energy. (i) Following the application of lockout or tagout devices to energy isolating
devices, all potentially hazardous stored or residual energy shall be relieved, disconnected, restrained,
and otherwise rendered safe.
(ii) If there is a possibility of reaccumulation of stored energy to a hazardous level, verification of
isolation shall be continued until the servicing or maintenance is completed, or until the possibility of
such accumulation no longer exists.
(6) Verification of isolation. Prior to starting work on machines or equipment that have been locked
out or tagged out, the authorized employee shall verify that isolation and deenergization of the
machine or equipment have been accomplished.
(e) Release from lockout or tagout. Before lockout or tagout devices are removed and energy is
restored to the machine or equipment, procedures shall be followed and actions taken by the
authorized employee(s) to ensure the following:
(1) The machine or equipment. The work area shall be inspected to ensure that nonessential
items have been removed and to ensure that machine or equipment components are operationally
intact.
(2) Employees. (i) The work area shall be checked to ensure that all employees have been safely
positioned or removed.
(ii) After lockout or tagout devices have been removed and before a machine or equipment is
started, affected employees shall be notified that the lockout or tagout device(s) have been removed.
(3) Lockout or tagout devices removal. Each lockout or tagout device shall be removed from each
energy isolating device by the employee who applied the device. Exception to paragraph (e)(3): When
the authorized employee who applied the lockout or tagout device is not available to remove it, that
device may be removed under the direction of the employer, provided that specific procedures and
training for such removal have been developed, documented and incorporated into the employer's
energy control program. The employer shall demonstrate that the specific procedure provides
equivalent safety to the removal of the device by the authorized employee who applied it. The specific
procedure shall include at least the following elements:
(i) Verfication by the employer that the authorized employee who applied the device is not at the
facility;
(ii) Making all reasonable efforts to contact the authorized employee to inform him/her that his/her
lockout or tagout device has been removed; and
(iii) Ensuring that the authorized employee has this knowledge before he/she resumes work at
that facility.
(f) Additional requirements—(1) Testing or positioning of machines, equipment or components
thereof. In situations in which lockout or tagout devices must be temporarily removed from the energy
isolating device and the machine or equipment energized to test or position the machine, equipment or
component thereof, the following sequence of actions shall be followed:
(i) Clear the machine or equipment of tools and materials in accordance with paragraph (e)(1) of
this section;
(ii) Remove employees from the machine or equipment area in accordance with paragraph (e)(2)
of this section;
(iii) Remove the lockout or tagout devices as specified in paragraph (e)(3) of this section;
(iv) Energize and proceed with testing or positioning;

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(v) Deenergize all systems and reapply energy control measures in accordance with paragraph
(d) of this section to continue the servicing and/or maintenance.
(2) Outside personnel (contractors, etc.). (i) Whenever outside servicing personnel are to be
engaged in activities covered by the scope and application of this standard, the on-site employer and
the outside employer shall inform each other of their respective lockout or tagout procedures.
(ii) The on-site employer shall ensure that his/her employees understand and comply with the
restrictions and prohibitions of the outside employer's energy control program.
(3) Group lockout or tagout. (i) When servicing and/or maintenance is performed by a crew, craft,
department or other group, they shall utilize a procedure which affords the employees a level of
protection equivalent to that provided by the implementation of a personal lockout or tagout device.
(ii) Group lockout or tagout devices shall be used in accordance with the procedures required by
paragraph (c)(4) of this section including, but not necessarily limited to, the following specific
requirements:
(A) Primary responsibility is vested in an authorized employee for a set number of employees
working under the protection of a group lockout or tagout device (such as an operations lock);
(B) Provision for the authorized employee to ascertain the exposure status of individual group
members with regard to the lockout or tagout of the machine or equipment and
(C) When more than one crew, craft, department, etc. is involved, assignment of overall jobassociated lockout or tagout control responsibility to an authorized employee designated to coordinate
affected work forces and ensure continuity of protection; and
(D) Each authorized employee shall affix a personal lockout or tagout device to the group lockout
device, group lockbox, or comparable mechanism when he or she begins work, and shall remove
those devices when he or she stops working on the machine or equipment being serviced or
maintained.
(4) Shift or personnel changes. Specific procedures shall be utilized during shift or personnel
changes to ensure the continuity of lockout or tagout protection, including provision for the orderly
transfer of lockout or tagout device protection between off-going and oncoming employees, to
minimize exposure to hazards from the unexpected energization or start-up of the machine or
equipment, or the release of stored energy.
NOTE: The following appendix to §1910.147 services as a non-mandatory guideline to assist employers and
employees in complying with the requirements of this section, as well as to provide other helpful information.
Nothing in the appendix adds to or detracts from any of the requirements of this section.

APPENDIX A TO §1910.147—TYPICAL MINIMAL LOCKOUT PROCEDURE
General
The following simple lockout procedure is provided to assist employers in developing their procedures so
they meet the requirements of this standard. When the energy isolating devices are not lockable, tagout may be
used, provided the employer complies with the provisions of the standard which require additional training and
more rigorous periodic inspections. When tagout is used and the energy isolating devices are lockable, the
employer must provide full employee protection (see paragraph (c)(3)) and additional training and more rigorous
periodic inspections are required. For more complex systems, more comprehensive procedures may need to be
developed, documented and utilized.

Lockout Procedure
Lockout procedure for

(Name of Company for single procedure or identification of equipment if multiple procedures are used)

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Purpose
This procedure establishes the minimum requirements for the lockout of energy isolating devices whenever
maintenance or servicing is done on machines or equipment. It shall be used to ensure that the machine or
equipment is stopped, isolated from all potentially hazardous energy sources and locked out before employees
perform any servicing or maintenance where the unexpected energization or start-up of the machine or
equipment or release of stored energy could cause injury.

Compliance With This Program
All employees are required to comply with the restrictions and limitations imposed upon them during the use
of lockout. The authorized employees are required to perform the lockout in accordance with this procedure. All
employees, upon observing a machine or piece of equipment which is locked out to perform servicing or
maintenance shall not attempt to start, energize or use that machine or equipment.

Type of compliance enforcement to be taken for violation of the above.

Sequence of Lockout
(1) Notify all affected employees that servicing or maintenance is required on a machine or equipment and
that the machine or equipment must be shut down and locked out to perform the servicing or maintenance.

Name(s)/Job Title(s) of affected employees and how to notify.
(2) The authorized employee shall refer to the company procedure to identify the type and magnitude of the
energy that the machine or equipment utilizes, shall understand the hazards of the energy, and shall know the
methods to control the energy.

Type(s) and magnitude(s) of energy, its hazards and the methods to control the energy.
(3) If the machine or equipment is operating, shut it down by the normal stopping procedure (depress stop
button, open switch, close valve, etc.).

Type(s) and location(s) of machine or equipment operating controls.
(4) De-activate the energy isolating device(s) so that the machine or equipment is isolated from the energy
source(s).

Type(s) and location(s) of energy isolating devices.
(5) Lock out the energy isolating device(s) with assigned individual lock(s).
(6) Stored or residual energy (such as that in capacitors, springs, elevated machine members, rotating
flywheels, hydraulic systems, and air, gas, steam, or water pressure, etc.) must be dissipated or restrained by
methods such as grounding, repositioning, blocking, bleeding down, etc.

Type(s) of stored energy—methods to dissipate or restrain.
(7) Ensure that the equipment is disconnected from the energy source(s) by first checking that no personnel
are exposed, then verify the isolation of the equipment by operating the push button or other normal operating
control(s) or by testing to make certain the equipment will not operate.
CAUTION: Return operating control(s) to neutral or “off” position after verifying the isolation of the equipment.

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Method of verifying the isolation of the equipment.
(8) The machine or equipment is now locked out.
Restoring Equipment to Service. When the servicing or maintenance is completed and the machine or
equipment is ready to return to normal operating condition, the following steps shall be taken.
(1) Check the machine or equipment and the immediate area around the machine or equipment to ensure
that nonessential items have been removed and that the machine or equipment components are operationally
intact.
(2) Check the work area to ensure that all employees have been safely positioned or removed from the
area.
(3) Verify that the controls are in neutral.
(4) Remove the lockout devices and reenergize the machine or equipment.
NOTE: The removal of some forms of blocking may require reenergization of the machine before safe
removal.
(5) Notify affected employees that the servicing or maintenance is completed and the machine or equipment
is ready for use.
[54 FR 36687, Sept. 1, 1989, as amended at 54 FR 42498, Oct. 17, 1989; 55 FR 38685, 38686, Sept. 20, 1990;
76 FR 24698, May 2, 2011; 76 FR 44265, July 25, 2011]

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