Isolation and Energisation
Purpose And Scope
The purpose of this procedure is to outline the requirements for the isolation of hazardous energy sources, including lockout and tagging, when working on or around hazardous energy sources. This procedure applies to all potentially hazardous energy sources including stored energy, that are required to be de-energised/isolated, locked out and tagged before commencing work (e.g. plant, equipment, pipelines, essential services).
Responsibilities
HY Project Team
- Ensure that isolation processes are established to manage the risk associated with hazardous energy sources
When Isolation Might Be Required
Lock out/tag out (LOTO) for the isolation of plant for work on the plant/equipment should not be undertaken until a risk assessment is completed. The risk assessment should confirm whether the plant or equipment can be substituted, fitted with physical guarding systems, or whether other reasonable non-administrative controls can be implemented to eliminate worker exposure to hazardous energy sources.
In cases where workers have the potential to be exposed to hazardous energy sources, isolation must take place. Some common situations where isolation and LOTO may need to be used are
HANSENYUNCKEN
Isolation and Energisation
HYER STANDARDS
- Maintaining, servicing, cleaning, repairing, removing, or modifying plant or equipment
- Work on/around pipes or lines
- Installing or modifying electrical wiring
- Fault and/or problem finding
- Commissioning
- Removing faulty equipment
- Working on or near equipment with energy sources i.e. work on potentially moving parts
- Any other task that may involve exposure of personnel to any hazards or stored energy
Where plant or equipment cannot be isolated, methods to prevent accidental operation must be implemented. Work must be carried out under controlled procedures to prevent risk to the health and safety of the person performing the work.
Identification Of Services and Energy Sources
Identification of overhead, underground, and concealed services are to be in accordance with the requirements in the Underground and Overhead Services procedure. Electrical work on or around both energised and deenergised services is to be conducted in accordance with the Electrical Supply and Equipment Procedure.
All energy sources need to be identified before isolation can commence. Energy sources include:
- Electrical (electrical power supply, static charges, batteries, capacitors)
- Mechanical (mechanical drives, moving and rotating machinery)
- Pressure (compressed air, vacuum, hydraulics)
- Gravitational (counterweights, vehicle runaways, hung-up material, etc.)
- Potential (springs, structural strain)
- Heat/radiation (pipes, plant, laser)
- Chemical (pipes)
Planning and Communication
Asset owners must be consulted with prior to performing any isolation or de-energisation works. Subcontractors performing isolation, de-energisation, or re-energisation work that could be considered high risk must provide a SWMS developed by a competent person. All workers involved in the work must be trained and signed onto the SWMS as well as any accompanying permits required by Hansen Yuncken, client or asset owners. HY required permits are to be issued in accordance with the Works Permit procedure.
Prior to commencing isolation/de-energisation/or energisation works, SWMS, plans, and relevant permits must document the following:
- The nature of the work being undertaken
- Tools and equipment to be used
- Method for lock out/tag out
- Communication/consultation with asset owners
- Identification of isolation points
- Energy sources which may reactivate the plant or equipment
- Worker competencies
- Supervisory measures
- Exclusion/restricted work zones
- Specific requirements for (re)energisation or commissioning
SWMS and plans/procedures specific to the work being undertaken are to be developed by competent persons and in consultation with the workers performing the works, and any workers who may be potentially at risk in relation to the work i.e. working nearby.
HY’s preference is to use the subcontractors’ own energisation permit template if available. HY’s energisation permit template can be used if deemed appropriate for the work, or if the subcontractor doesn’t have their own template. Any energisation permits in use are to be completed for the specific work taking place and must be approved by HY prior to energisation.
The nature of isolation, expected duration, and expected impact is to be communicated to anyone who may be affected by the isolation, including workers, stakeholders, and neighbouring premises/residents.
Consideration should be given to work on roughing in or finishing off services as ITPs may be required depending on the work being performed.
Request for energisation
The handover of any energy source from one subcontractor to another must be coordinated by Hansen Yuncken through a formal request to energise made by the receiving subcontractor. The request must include details of the specific energisation work, conditions, and intended date of works to be completed. The energisation is to be carried out by competent personnel who hold appropriate licenses/tickets as required (i.e., electrical services). Once approved, the energy source will be energised under an energisation permit in accordance with the isolation and energisation procedure.
Competencies and Training
Workers performing work on isolated/deenergised plant or equipment are to hold any appropriate licences and be trained and competent to carry out works. Qualifications must be verified as per the Site Induction procedure.
Electrical work, whether energised or de-energised, must only be carried out by appropriately licensed or registered electrical workers and be in accordance with the Electrical Supply and Equipment Procedure.
Working On or Near De-Energised Plant and Equipment
Lock Out and Tag Out (LOTO)
The lock-out process is the most effective isolation procedure. The process is as follows:
- Shut down the machinery and equipment
- Identify all energy sources and other hazards
- Identify all isolation points
- Isolate all energy sources
- Control or de-energise all stored energy
- Lock out all isolation points
- Tag machinery controls, energy sources and other hazards, and
- Test by ‘trying’ to reactivate the plant without exposing the tester or others to risk.
All energised plant, equipment and conductors should be regarded as live until isolated and proven to be successfully de-energised (Test Before You Touch/Test for Dead).
All testing equipment must be verified as operating correctly (i.e. test the tester).
Work on de-energised equipment, which may involve work near adjacent energised conductors can only proceed if that part of the installation to be worked on is isolated and any exposed conductors in the immediate work area are either:
- De-energised and isolated
- Separated by design or segregated and protected with insulated barricades or insulated shrouding or insulated material to prevent against inadvertent or direct contact.
Do not assume that equipment is de-energised after isolation. Testing must be done prior to work commencing.
If de-energised plant or equipment produces residual heat, it should be allowed to cool completely before commencing work.
Isolation Devices
When isolating energy sources, assigned individual locks are to be applied to isolation points with a tag detailing who placed the lock and reason for the isolation. Devices used to isolate plant or equipment are to be suitable and effective for locking out the isolation point. Devices include:
- Isolation locks:
- Isolating officer locks (yellow)
- Personal Isolation locks (red)
- Equipment locks (blue)
- Switches with built in locks
- Lock out circuit breakers
- Fuses and valves
- Chains
- Safety lock out jaws/hasps
One Person, One Lock, One Key
Each worker that is performing work under the isolation must attach their own personal isolation lock(s). The lock must be identified as belonging to that worker, either by having their name on the lock, or by attaching a personal lockout tag to the lock. Each personal isolation lock must only have one unique key that is kept with the worker once the lock has been applied.
Where more than one person is working under the isolation, a device that allows for more than one padlock to be attached (e.g. hasp) should be used. Each worker is to attach their personal padlock to each isolation point when performing work.
Where a multi-padlock locking device isn’t feasible, a lock box can be used. Workers performing work must attach their padlock to the lock box .
Tags
Tags should only be used as a means of providing information to others at the workplace. A tag must not be used on its own as an isolation device; only a lock is effective in isolating the energy source. Types of tags include:
Personal Danger Tags
- A personal danger tag on the isolation devices of an item of equipment is a warning that the equipment is unsafe and that operating the equipment may endanger the person who attached the tag. Personal danger tags should be restricted to employee who has isolated the equipment.
Out of service tags
- An out of service tag is a notice that states appliances or equipment are out of operation for repairs and alteration, or plant that is still being installed. Do not operate an appliance or equipment with an out of service tag attached.
Removal of Locks and Tags
No persons are to remove tags or locks belonging to others or operate plant or equipment with a danger or out of service tag applied.
A master key/s compatible with each personal padlock should be available and kept in a secure location and only used in the event of an emergency.
Tags and locks should only be removed by the person who applied them or by the supervisor after consultation with the signatory of the tag.
In the event that the person who applied the tag is unavailable, their tag or lock may only be removed in accordance with the Subcontractor’s management approved procedure and in consultation with the HY project team.
De-Isolation and Re-Energisation
Prior to re-energising plant or equipment once the works are complete, no lock-out devices may be removed until the following conditions have been met:
- The Energisation Permit has been approved by HY and the authorised person listed on the permit has determined that it is safe to de-isolate by:
- ensuring the installation, plant or equipment is safe to re-energise;
- notifying all relevant persons that the installation, plant, or equipment is about to be re-energised; and
- all involved workers are to be accounted for; and
- completing a visual inspection to determine that all tools, surplus materials, and waste has been removed; or
- There has been appropriate hand-over from the authorised person to another authorised person in accordance with the above bullet points.
Where there is hand-over to another authorised person, all personal lock-out devices and danger tags must be replaced to identify the new authorised person.
Workers are to remove their own personal safety padlocks from isolation devices when they have completed work on the plant/equipment.
Once works are complete, lockout devices can be removed, and energy sources can be reconnected per the documented method for the work. Energisation of electric-powered plant and equipment, including verification and testing, is to be conducted in accordance with the Electrical Supply and Equipment procedure.
Definitions and Abbreviations
ITP – Inspection and Test Plan
LOTO – Lock Out / Tag Out
References
- Work Health & Safety Regulation 2011 (QLD), 2012 (SA/TAS) and 2017 (NSW) – Chapter 5 Plant and structures
- Occupational Health and Safety Regulations 2017 (Victoria) – Part 3.5 Plant
- Model Code of Practice for Managing the risks of plant in the workplace
- Federal Safety Commission (FSC) Audit Criteria – H12: Electrical
Associated Documents
- Electrical Supply and Equipment procedure
- Overhead and Underground Services procedure
- Plant and Equipment procedure
- HY Energisation Permit template