Except during normal equipment operations, all potential sources of energy must be isolated prior to work on any equipment capable of transmitting that energy.

1.0 SCOPE

FOX Corporation (FOX) requires that, except during normal equipment operations, all potential sources of energy must be isolated prior to work on any equipment capable of transmitting that energy.

2.0 Definitions

Energy Source:
any electrical, mechanical, hydraulic, pneumatic, chemical, radioactive, thermal, or compressed gas energy source; energy stored in springs; or potential energy from suspended objects (gravity) that might injure personnel, cause property damage, and/or cause a release of hazardous substances to the environment.

Isolation:
a physical activity, using a device that prevents the transmission or release of energy. Examples of devices used to isolate equipment/systems include, but are not limited to: restraint blocks, electrical circuit breakers, disconnect switches, fuses, slip gates, slip blinds, or double valves. Control circuit devices, motor controllers, etc., are not acceptable isolation devices.

Blank:
a metal disk, or similar physical device, that can be inserted into the space between two (2) pipe flanges, by which insertion prevents the flow of liquid/gas through the pipe.

Block:
a physical device that can be inserted into a machine or other mechanical component, and that prevents movement of the component(s) against all forces (including gravity) to which the equipment might be subjected.

Lockout:
the use of a locking device to ensure that an energy isolating device and the equipment it controls cannot be operated until the lockout device is removed.

Lockout Device:
a lock or similar mechanism that can be affixed to an energy isolating device, and that holds it in a safe position, preventing its operation. Only the person who places a lockout device can remove it, except under specific circumstances.

Tagout:
the use of a warning device to establish that an energy isolating device and the equipment it controls, cannot be operated until the tagout device is removed.

Tagout Device:
a prominent tag that is affixed to an energy isolation device to prevent its operation. Only the person who places a tagout device can remove it, except under specific circumstances.

3.0 Responsibilities

In addition to required Environmental, Health and Safety (EHS) Program responsibilities discussed in EHS001, EHS Policy, the responsibilities described below are necessary to ensure the effectiveness of the procedure.

3.1 Department Heads

Affected Department Heads will be responsible for ensuring the implementation of lockout/tagout (LOTO) activities during work conducted by their Departments.

Affected Department Heads, or their designees, will:

1. Procure appropriate lockout devices, tagout devices, and other equipment to perform LOTO activities

2. Set-up a lock and tag cabinet for storage of this equipment, and implement a log-out procedure for issuance.

3. Remove unattended locks, in emergency situations only, following the emergency removal procedure in Section 4.5.

3.2 Employees

All Fox employees will implement LOTO activities as directed by their Department Heads and as specified in this Procedure

3.3 Environmental, Health and Safety Department

The EHS Department will:

1. Develop appropriate standards for safely incorporating LOTO activities into all Fox activities
2. Perform a periodic review of this Procedure (at least annually) to ensure that all requirements are current and meet Occupational Safety and Health
   Administration (OSHA) requirements.

4.0 Procedure

Each Department will implement the following procedures as appropriate for their work activities.

4.1 General Requirements

Only the designated employee doing the work must perform LOTO of energy sources.

1. If more than one employee is involved, either each individual employee must use his/her own lock (multiple lockout), or the employees’ supervisor may
   perform a group lockout.
2. 2. No other employee must tamper with the locks, tags, and equipment.
3. Only the person originally locking and tagging the equipment is authorized to remove the locks and tags.
4. If any employee, who placed a LOTO device/sign is not present on site or no longer works at Fox, only the Department Head may remove the locks and tags
   by following the procedure in Section 4.5.

a. Where design permits, lockout is the preferred method for securing energy isolation devices.

b. A tag will also be used in conjunction with the locking device or system.

c. Under no circumstances, will a device be operated with tag or lock attached.

d. In an emergency, or if the person who placed the lock/tag is not available, the Department Head will have the authority to remove the danger tags and
locks, but only after positively determining that the equipment or system is safe for operation and that all personnel are in the clear. Personnel
deviating from these instructions, or unauthorized persons removing danger tags, will be subject to disciplinary action that might include their removal
from the project.

e. Wherever possible, isolation devices will be visible (e.g., push buttons, selector switches).

f. After removal, a tag will be destroyed, unless designed for re-use.

4.1.1 Lock and Tag Cabinets

1. Lock and tag cabinets will be provided for each Department performing LOTO activities.

2. Department Heads, or their designee(s), will control the cabinets.

3. Each cabinet will contain numbered locks and tags.

4. The cabinets will be locked, and the key of one cabinet will not open the lock of any other cabinet.

4.1.2 Lock and Tag Requirements

1. Department Heads, or their designees, will specify the physical appearance of the locks and tags to be used.

2. Tags will state the word “DANGER” on both sides in white letters on a red, white, and black background, as well as specific instructions to protect
personnel working on equipment and/or systems.

3. All tags will contain a space to identify the person placing the tag.

4. Locks and tags will be sufficiently strong to resist inadvertent removal or casual vandalism, and will not be significantly affected by the ambient
environmental conditions.

5. Each Department Head, or a designee, will number each lock (Serial numbers on locks may be used.) before placing it in a cabinet to ensure it can be
accounted for.

6. Department Heads, or their designees, will keep a list of lock numbers.

7. The key of one lock will not fit any other lock. Master keys are not permitted.

8. To ensure accountability, each tag will be numbered and logged in the logbook before being placed in a cabinet.

4.1.3 Logbook Requirements

A logbook entry is required to account for each tag and lock issued.

Each time a lock and tag is removed from a cabinet, the following information will be recorded in the logbook.

• Tag number
• Lock number
• Work order
• Location of the tag and/or lock
• System or component affected
• Date and time when lock and/or tag were attached
• Name of individual using lock and tag
• Department name

Date and time lock and/or tag were returned to cabinet.

4.2 Specific LOTO Procedures

1. Department Heads will identify and coordinate the development of written Job Safety Analysis (in accordance with EHS 104, Job Safety Analysis)
   procedures for the lockout and tagout of each piece of equipment that has potentially hazardous energy sources (except as noted below).
2. Each procedure must be reviewed and approved by the responsible Department Head, or designee, and the EH&S Department, prior to implementation.

Specific written LOTO procedures are not required if:

a. The equipment’s only potential energy source is electrical

· Unplugging the equipment from the electrical source, controls the unexpected start-up of the equipment.

· The plug is under the exclusive control of the person performing the work.

b. The machine has no potential for stored or residual energy, or re-accumulation of stored energy, after shutdown

c. The machine has a single energy source that can be readily identified and isolated If more than one energy source is present (e.g., gas and electric),
then written procedures must be developed.

d. The isolation and locking out of the energy source completely de-energizes and deactivates the equipment

e. Servicing of the machine requires that its energy source must have previously been locked out and tagged out in accordance with this section

f. A single lockout device achieves a locked out condition.

4.2.1 Procedure Outline

All LOTO procedures will be prepared to meet the following steps:

1. Notify affected employees that the machine/equipment will be shut down and locked out for servicing.
2. Identify type and magnitude of energy; discuss with all crewmembers prior to initiating procedures.
3. Shutdown machine/equipment by normal stopping procedure.
4. Identify all energy isolating device(s) for the machine or equipment being serviced.
5. Lockout the isolating device(s) with individual locks.
6. Tagout any device(s) not capable of being locked out.
7. Relieve or restrain stored and/or residual energy.
8. Verify the isolation of equipment.
9. Performance of work.
10. Check work area to remove non-essential items and ensure equipment components are intact.
11. Check work area to ensure all personnel are removed from the area.
12. Verify that the controls are in neutral (OFF).
13. Remove lockout device(s).
14. Notify affected employees that the machine/equipment is ready for use.

4.3 Non-Specific LOTO Procedures

In the absence of an equipment-specific LOTO procedure, the following procedures may be used as acceptable substitutes.

The use of these procedures may only be initiated with the approval of the Department Head.

4.3.1 Electrical Systems

Fox personnel can provide LOTO services in low voltage situations only. (Low voltage is voltage below 600 volts.)

For high voltage (above 600 volts), Fox will subcontract operations to an electrical subcontractor, who will be required to provide documentation of high
voltage certification.

1. Make sure the equipment to be worked on is turned OFF.
2. Locate the source of the electrical supply, and isolate the equipment. This can be accomplished by:

• Turning the appropriate circuit breaker OFF
• Unplugging the equipment

· Disconnecting the source from the battery (e.g., pulling cables from automotive batteries).

3. Lock the isolation circuit in the closed position, using an appropriate locking device and a unique lock and key system.
4. Tag the locked out circuit.

The tag used must warn against the hazard (e.g., Do Not Start), and include a means of identifying the employee who installed the tag and lock.

5. Go back to the equipment and try to turn on, to ensure that the proper source has been isolated.

If the machine turns on, reverse the above steps (2-4), and start again until the proper circuit is isolated.

6. Perform the required work.
7. Upon completion of the work, inspect the area to ensure all tools and parts are removed.

If tools or parts are noticed after the energy source is no longer locked out, steps 1-5 must be performed again prior to
retrieval of the tools/parts.

Under no circumstances, will the items be retrieved without the equipment being locked out.

8. Remove the tag and lock.

9. Turn on the closed circuit, following the appropriate procedures (or reconnect the battery cables).
10. Turn the equipment on to verify operation.

4.3.2 Pressurized Liquid or Gas

1. From the area of work, turn the appropriate valve upstream to the OFF position (closed). Note: If steam or water can enter the pipe from the normal
downstream side, either verify that the check valve is operating properly, or ensure that all necessary valves have been closed to stop all fluid or steam
flow into the section to be worked.

2. Using the appropriate device, lock the valve(s) in the closed position, using a unique lock and key.

3. Tag the locked out valve(s).

The tag shall warn against the hazard (Do Not Open) and include a means of identifying the employee who installed the lock and tag.

4. Allow the system to cool down (in the case of steam or hot water) before working on it.

5. Relieve the pressure in the system.
6. Drain any fluid from the system.
7. If the system is not equipped with a pressure relief or drain system, make sure the pipes are cool to the touch, and slowly open and drain in
   accordance with standard trade practice.
8. Observe line entry procedures when first opening the line.
9. Once the system has been bled to atmospheric pressure, the pipes or lines must be disconnected, blinded, or closed by a valve.
10. The system must be locked out and/or tagged accordingly.
11. Perform the necessary work.
12. Ensure all sections are secure and closed.
13. Remove the tag and lock.
14. Slowly open the valve, stopping when water or steam flow has started.
15. Observe the work performed to make sure no leaks are evident.
16. If no leaks exist, then the valve can be completely opened.
17. If leaks are observed, then re-close the valve, and follow steps 2-6 above to reapply the LOTO to the system.

4.3.3 Process Equipment

1. Determine what energy sources are present, such as electrical, gas, pressurized systems (e.g., steam, water, and hydraulics), heated fluids, or gas
   (e.g., steam, hot water), and gravity (e.g., presses, elevated vehicles).
2. Determine which of these sources requires isolation to perform the work.
3. Determine the locations where the each energy source for that piece of equipment can be turned OFF/isolated and be locked
   out.

For example:

a. If a machine has an ON/OFF button, pushing the button to the OFF position is not sufficient isolation, since the button cannot be locked out.

b. You must then either unplug the equipment, or find, close, and lockout the circuit breaker or electrical switch supplying the machine.

4. Make sure everyone in the area knows you are about to turn OFF and lockout the equipment.

5. Close the isolation devices.

6. Once closed, lockout the isolation devices so they cannot be inadvertently opened.

7. Place an appropriate tag on each lockout device, with the appropriate warning (e.g., Do Not Open, Do Not Start) and a means of identifying who has
   performed the lockout.
8. Once everything is locked out, determine whether or not the isolation was successful.

The methods for this vary depending upon the energy source and the equipment, so follow manufacturers’ directions or standard trade practice.

Examples of determining whether isolation was successful include:

• Try to turn the equipment on.
• Use pressure relief valves.
• Try to ignite the pilot light.

9. Perform the necessary work.
10. Ensure all tools and parts are removed from the work area.
11. Remove the tags and locks used to isolate the various energy sources.
12. Open up each isolation source. For fluid or gas systems, check for leaks, as necessary, at the area the work was performed.
13. Inform personnel in the area that the LOTO systems have been removed.
14. If additional work is required (e.g., repair of leak, fine tuning of work), the LOTO procedure must be re-established.
15. Under no circumstances, will work be performed on the equipment without prior isolation of the energy sources.

4.4 Shift Change Procedures

If on-going work requires carry-over from shift-to-shift, or transfer of responsibility between employees, personnel will observe the following:

1. The employee(s) who originally performed the lockout must walk through the lockout/isolation steps with the new worker.
2. At each isolation point, the original worker must remove his/her LOTO device(s), to be immediately replaced by the new worker’s device(s).
3. Upon transfer of the LOTO equipment, the new employee must verify that the equipment is still isolated prior to continuation of work.
4. Under no circumstances, will the original devices remain in place.

Do not transfer keys.

4.5 Removal of Unattended LOTO Devices

Only the person(s) who placed the LOTO devices on the system can remove the devices, unless:

1. The Department Head has verified that the employee(s) is not on site (or is no longer employed at the site).
2. All reasonable efforts have been made to contact the employee (active employees only) to verify that the work is complete and the devices are ready to
   be removed.
3. The Department Head inspects the locked out/tagged out device and assures that the equipment is capable of being safely re-energized.

If all of the above apply, the locks and tags may be removed at the direction of the Department Head.

The Emergency Lock/Tag Removal procedures form (Attachment 1) must be completed.

5.0 REFERENCES

EHS 001, EHS Policy

EHS 104, Job Safety Analysis

EHS 407, Machine Guarding

 

6.0 ATTACHMENTS

Attachment 1 – Emergency Lock/Tag Removal Form.