It is the policy of California State University, Sacramento to maintain, insofar as is reasonably possible, a campus environment for faculty, staff, students and the public that will not adversely affect their health and safety nor subject them to avoidable risks of accidental injury or illness. Furthermore, the University has an obligation to safeguard employees from hazardous energy while they are performing servicing or maintenance on machines and equipment.


Hazardous energy appears in the workplace in the form electrical, mechanical, pneumatic, hydraulic and thermal energy and includes chemical, water, steam and gaseous energy systems. Lockout/Tagout procedures prevent the unexpected energization, start up or release of stored energy that could cause injury to employees working on equipment. OSHA estimates that nearly 2% of all deaths in the workplace would be affected by adherence to this rule.

The purpose of this program is to identify the practices and procedures necessary to shut down and lock out or tag out machines and equipment. It requires that employees receive training in the lockout/Tagout program and requires that periodic inspections be conducted to maintain and enhance the program.

Scope & Application

This program applies to all University departments whose employees service or maintain equipment and machines which could either unexpectedly start up, or work in areas where the possibility of the release of stored energy could cause injury to employees. This includes authorized employees who perform repair, servicing and maintenance operation and affected employees who work with the equipment to be lock or tagged out.

This program does not apply in the following situations:

  1. Servicing or maintaining of cord and plug connected electrical equipment.
  2. During hot tap operations that involve transmission and distribution systems for gas, steam or water when they are performed on pressurized pipelines.
  3. When employees are provided with an alternative type of protection that is equally effective.


Affected Employee - an employee who performs the duties of his or her job in an area in which the energy control procedure is implemented and servicing or maintenance operation are performed, or work with the equipment to be locked or tagged out.

Authorized Employee - an employee who performs servicing or maintenance on machines and equipment. Lockout or Tagout is used by these employees for their own protection.

Energy Isolating Device - any mechanical device that physically prevents the transmission or release of energy. These include electrical circuit breakers, disconnect switches, line valves, and blocks.

Energy Source - any source of electrical, mechanical, hydraulic, pneumatic, chemical, thermal or other energy.

Energy Control Procedure - written documentation that contains all information needed for authorized employees to safely control hazardous energy during servicing or maintenance of machines or equipment.

Lockout - the placement of a lock on an energy isolating device such as a circuit breaker, disconnect switch, line valve or block in accordance with established procedure so that the equipment or machine controls cannot be activated until the lockout device is removed.

Tagout - placement of a tag, sign or label to an energy isolating device as a warning to others that the equipment or machine cannot be operated until the Tag out device is removed.



The director or chair of each department is responsible for determining if activities involving the use of hazardous energy sources are subject to and performed in accordance with the requirements of this program. EH&S will be assisting departments in this determination.

Environmental Health and Safety

Environmental Health and Safety will be responsible for the following:

  1. Develop and maintain a written program which complies with the requirements of OSHA and Cal/OSHA.
  2. Provide training to Physical Plant supervisors on the requirements of the program.
  3. Assist Physical Plant in identifying hazardous energy sources and choosing of proper lockout/Tagout devices.
  4. Perform periodic inspections to ensure compliance with program procedures.

Authorized and Affected Employee

  1. Comply with the provisions of the Lockout/Tagout Program.
  2. Assist in the identification of hazardous energy sources and report these to their supervisor.
  3. Report to their supervisors whenever lockout procedures are not being followed.


Identification of Sources

Departments which have hazardous energy sources must identify all machinery and equipment that is subject to the Lockout/Tagout program. All rooms and equipment will be signed with warning labels.

Written Energy Control Procedures

  • Written lock-out-tag-out procedures that include all of the information in I-IV below are required for each piece of machinery or equipment that can be serviced and that has a hazardous energy source.
  • The written procedures must be specific for the equipment.

Employee Training

The department or Environmental Health and Safety will be responsible for training to ensure the purpose and function of the lockout/Tagout program is understood by all authorized and affected employees.


  1. Authorized employees must receive training in the recognition of hazardous energy sources and the methods used for isolation of these sources.
  2. Affected employees shall be instructed in the purpose and use of the energy control procedure.
  3. All other employees who work in the area must be made aware of the control procedures and the about the prohibition on restarting equipment that has been locked or tagged out.

When tags are used, training must include the following:

  1. Tags are warning devices and do not provide physical restraint.
  2. Tags cannot be removed other than by the authorized person responsible for it.
  3. Tags must be legible and understandable by all employees.
  4. Tags must be made out of sturdy material and capable of withstanding the environment in which they are used.
  5. Tags must be securely attached so that they cannot be inadvertently detached.


Retraining shall be provided whenever there is a change in job assignment, a change in machines, equipment or processes or when there is a change in the energy control procedures.

Record Keeping

Documentation must be kept on the employee's name, date of training and name of trainer.

Contractors & Vendors

Contractors and vendors who perform work on University property must adhere to the policies of this program. Training must be provided to off campus employees by the contractor and must include the purpose and use of lockout/Tagout procedures including the prohibitions on restarting of equipment which has been locked or tagged out. It is the responsibility of the project manager to ensure these instructions have been carried out.

Program Exceptions

A written procedure need not be developed for a particular machine or equipment, when all of the following elements exist

  1. There is no potential for energy to be stored or re-accumulated after the shutdown.
  2. There is a single, readily identifiable source of energy isolation, and the isolation completely de-energizes the equipment.
  3. The machine is locked out during service.
  4. Application of a single lockout device provides a complete lockout condition.
  5. The lockout device is under the exclusive control of the employee performing the work.
  6. There have been no accidents or incidents involving the unexpected activation of machines during service or maintenance.

Regulatory Authority

Code of Federal Regulations, 29 CFR 1910.147; California Code of Regulations, Title 8, Sections 2320.1 and 3314;