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California State University, Long BeachCalifornia State University, Long Beach

5. Group Lockout/Tagout Procedures

Group LOTO procedures are an option when servicing and/or maintenance is performed by a crew, shop, or other group. Group procedures must afford employees a level of protection equivalent to that provided by the implementation of a personal lockout or tagout device. Group lockout/tagout:

  • Reduces the number of locks and tags applied by authorized personnel.

  • Reduces the amount of time required to apply and remove locks and tags.

  • Complies with both Cal-OSHA and all other applicable requirements for

hazardous energy control. Provides safe working conditions for all authorized employees by developing methods to be used that will maintain both the integrity and security of the group lock and tag.

5.1 Initial Requirements

To ensure the integrity of the group lockout/tagout method, the following must occur before group lockout/tagout is implemented:

  • Identify trade leaders for each trade who will be responsible for applying group locks.

  • Provide the trade leaders with the devices necessary to perform proper group lockout/tagout.

  • Train university personnel on the correct procedures to apply and remove locks and tags in a group lock and tag situation.

Ensure the LOTO procedure is reviewed, verified and signed by each trade leader.

5.2 Implementation of Group LOTO

Group LOTO will be implemented in any of the following situations:

  • Three or more authorized personnel from one department are involved in the servicing and maintenance of equipment.

  • More than one shop, trade, department, or college is involved in the isolation of and/or servicing and maintenance of equipment.

Three or more contractor personnel are involved in the construction, maintenance, or retrofitting of equipment.

5.3 Definitions Applicable to Group Lock and Tag

Authorized person
A person who performs servicing or maintenance work on machines or equipment while under the direction of a designated Trade Leader from his or her same trade/shop and protected by group locks and tagout devices applied by that Trade Leader.
Trade Leader
A designated authorized employee whose primary responsibility is to protect a specific number of same trade/shop employees working under a group lockout/tagout
Electrical Maintenance Coordinator
A qualified electrical worker whose primary responsibility is to make the initial isolations on electrical tubs, feeder breakers, and MCC switchgear in preparation for maintenance and servicing work on electrical equipment related to plant process, maintenance buildings, laboratories and instructional/ administrative buildings.

5.4 Authorized Person Duties

Carry out work assignments in conjunction with Group LOTO procedures and informed instructions from Trade Leader and/or Electrical Maintenance Coordinator. If in doubt about any phase of the work assignment, ask questions before beginning assignment and ensure that the information provided is understood and accurate.

5.5 Trade Leader Duties

5.5.1 Application of Group Lockout/Tagout

  1. Notify affected University and contract personnel in the immediate area where lockout/tagout is being performed for the servicing and maintenance of equipment.

  2. Coordinate isolations and the application of lockout and tagout devices with other authorized personnel from different crafts.

  3. Apply University-approved group locks and tagout devices to isolation devices identified in the LOTO procedure.

  4. Verify that isolation devices used to control hazardous energy are working.

  5. Inform other authorized same trade employees working under a group lockout/tagout of both the isolation and verification steps taken to ensure that the hazardous energy associated with equipment to be serviced has been controlled.

  6. Secure the key for the group locks by placing it inside the group lock box and affixing his or her personal lock to the lock box.

  7. Ensure that all authorized same craft employees working under the group lockout tagout have affixed their personal lock to the group lock box.

5.5.2 Removal of Group Lockout/Tagout

  1. Ensure that all tools and equipment are removed from the work area after the servicing or maintenance work has been completed.
  2. Notify the same Trade Leader if he or she must leave the work area prior to completion of the servicing or maintenance work.

  3. Upon completion of the servicing or maintenance work, notify his or her same Trade Leader that the equipment, machinery, or utility is ready to be returned to service.

  4. Maintain the integrity of the group lockout/tagout by removing his or her lock and tagout device from the group lock box, only after the Trade Leader(s) have removed their personal lock and tagout device from the group lock box.

  5. Assist the same Trade Leader in notifying affected personnel in the area that the equipment, machinery, or utility is being placed back into service.

5.6 Electrical Maintenance Coordinator Duties

As required to ensure the safe work practices and worksite conditions of university employees (Trade Leaders and Authorized Employees), and consistent with the University Arc Flash training program.

5.7 Group Lockout/Tagout Shift Change/Overtime

The Trade Leader who initially applied group locks and tags for his or her same craft authorized employees shall be responsible for ensuring the safe transfer of those locks and tags while maintaining the integrity of the group lockout/tagout.

All oncoming shift/overtime and off-going shift authorized employees from the same craft who have been or will be performing the maintenance or servicing work must be at the location where the work is taking place before the exchange of both personnel and tags can take place.

Before removing his or her group locks, the off-going shift Trade Leader shall:

  1. Notify all affected and authorized employees in the immediate area that the exchange of group locks is in progress.
  2. Inspect the work area to ensure that all tools and nonessential items have been removed from the work site.
  3. Ensure that all authorized oncoming shift/overtime and off-going shift employees are on site and accounted for.
  4. With the oncoming shift Trade Leader present, verify that all the isolation devices are in the proper positions to both control and/or relieve hazardous energy associated with the equipment being serviced.
  5. Ensure the oncoming shift Trade Leader and staff review and verify the LOTO procedure. Only the Trade Leader is required to sign the LOTO procedure.

5.8 Removal of Group Locks and Tags

  1. In the presence of both the oncoming shift and off-going shift Trade Leaders, all off-going shift authorized employees shall remove their personal locks and tags from the group lockout box. When this has been completed, the off-going shift Trade Leader shall remove the key for the group locks from the group lock box.

  2. To maintain the integrity of the group lockout/tagout, the overtime or oncoming shift Trade Leader shall apply his or her group locks and tagout devices to the isolation devices before the off-going shift Trade Leader can remove his or hers. The exception to this rule is the group lock box.

  3. When the overtime or on-coming shift Trade Leader’s group locks have been applied to the isolation devices and the verification steps have been completed, the off-going shifts Trade Leader’s group locks and tagout devices may be removed.

  4. The oncoming Trade Leader shall account for all his or her same craft authorized employees before the exchange of group lock can begin.

  5. All same craft authorized off-going shift personnel shall be present at the group lock box before the removal of their personal lock from the group lock box can begin.

  6. When the off-going shift authorized employees have removed their personal lock, the oncoming shift Trade Leader shall remove the key to his or her group locks from inside the group lock box.

  7. Before the off-going shift Trade Leader can start removing his or her group locks and tagout devices, the overtime Trade Leader shall place the key for group locks inside the group lock box and then affix his or her personal lock to the outside of the group lock box.

  8. All same craft authorized overtime personnel shall affix their personal locks to the outside of the group lock box. Once this step is completed, the off-going shift Trade Leader shall remove the group locks and tagout devices from the isolation devices.

5.9 Group Lockout/Tagout of Electrical Equipment Over 480 Volts.

  1. The requesting party shall submit an Electrical Power Outage Request form to the FM Electrical Shop one week prior to the planned shutdown.

  2. The Electric Shop Supervisor has the authority to approve or deny this

    request.
  3. The requesting party must receive an approval notice from the Electric Shop before de-energizing electrical power over 480 volts.
  4. Only Electricians (qualified electrical workers, high voltage) who are certified in maintaining high voltage equipment are qualified to act as authorized personnel during the de-energizing and energizing of electrical power in excess of 480 volts.

  5. The Electrical Maintenance Coordinator shall be the first to apply locks and tagout devices and the last to remove them.

  6. Under no circumstances shall unqualified University personnel be allowed to open or close electrical breakers in excess of 480 volts.

V. 1.1 12/22/2008