5.

43
BP AKR CODE 5.43
BP AKR STANDARD
OHSAS 18001:2007 4.3.1; 4.4.2; 4.4.6;
4.5.1

Supersede -
Revision No. 00
ENERGY ISOLATION
Effective Date 01 Jan 2018

Prepared: Approval:

Health, Safety, Security and Environment Vice President Director President Director

1. PURPOSE
The purpose of this standard is to provide minimum requirements for energy isolation application in protecting
employees and equipment from the hazards of energy sources and hazardous and/or toxic materials.

2. SCOPE
2.1. This standard address minimum requirements for the application of hazardous energy sources and
hazardous and/or toxic materials isolation.
2.2. This standard applies to:
a. BP AKR Business Units, Partnership and Contractor Companies who work at BP AKR work area.
b. Employees and other individuals (including temporary employees and contractor personnel),
company’s visitors, or any other person(s) who work and/or are present in the workplace.

3. TERMS, DEFINITIONS AND ABREVIATIONS

Terms and definitions which apply to this standard are:
3.1. Energy Isolation – An approved method of isolating potentially hazardous energy sources and is
required whenever service, maintenance, modification, or installation activities are to be performed on de-
energized equipment or machinery in which unexpected energizing, start-up of the equipment, or release
of stored energy has the potential of causing injury to people or damage to equipment.
3.2. Hazardous Energy Source – An energy source that isolation must be applied. It includes electrical,
gravitational, chemical, thermal, hydraulic, pneumatic, mechanical and/or residual or stored energy (as
found in a capacitor), pressure vessel, ionizing radiation, or other stored energy capable of causing
harm to people and/or damage to property.
3.3. Lock-out Device – a device that utilizes a positive means such as padlock to hold an energy
isolating device in the safe position and to prevent unintentional energizing of a machine or
equipment. Included are blank flanges and bolted slip blinds.

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3.4. Tag-out Device – a prominent warning device, such as a tag and a means of attachment, which can be
securely fastened to an energy isolating device to indicate that the energy isolating device and the
equipment being controlled may not be operated until the tag-out device is removed.
3.5. LOTO Tag – Tag used for LOTO (Lock Out Tag Out) with the employee’s name, ID Number, and
employee’s Business Unit or Company’s name.
3.6. Energy Isolating Device – a mechanical device that physically prevents the transmission or release of
energy, including but not limited to the following: circuit breaker, a disconnect switch, a line valve, and
any similar device used to block or isolate energy.
3.7. Designated Person for energy isolation/LOTO Group Application – Crew Supervisor performing
energy isolation/LOTO. In an absence of the Crew Supervisor or when there is more than one tasks
requiring energy isolation to perform, the Crew Lead-hand or an employee competent in energy
isolation/LOTO can be appointed to be the Designated Person.

4. STANDARDS OF PERFORMANCE
GENERAL REQUIREMENTS
4.1. Energy isolation shall be required whenever service, maintenance, modification, or installation activities
are performed on de-energized equipment in which unexpected energizing, starting-up of the equipment,
and/or the release of stored energy may occur with the potential to cause an incident.
4.2. Energy isolation shall be implemented by applying both a mechanical lock and tag in combination. Tag-
out application without a mechanical lock is not considered an effective lockout application, and such a
practice is unacceptable.
4.3. A thorough risk assessment to identify energy isolation/LOTO requirements, all sources of
hazardous energy and availability of energy isolating devices shall be carried out (see Attachment
10.2 Energy Isolation/LOTO Survey Form).
a. In a case where an energy isolating device is not possible to be locked out, it must be equipped with
another effective device/guard to which energy isolation can be effectively applied.
b. Specific SOP shall be developed to regulate energy isolation application in a facility or equipment with
multiple energy sources or if there is any specific work situation where normal energy isolation
procedure cannot be implemented. The SOP must afford a similar level of protection as provided by
energy isolation.
4.4. Energy isolation shall only be applied and removed by the person it is intended to protect.
4.5. Only individuals who have received appropriate energy isolation training shall be allowed to
implement energy isolation application.
a. Energy Isolation Refresher Training for Energy Isolation/LOTO shall be completed by each
individual performing energy isolation every two (2) years.
4.6. Energy isolation devices shall be singularly identified and shall be the only device(s) used for safeguarding
potential energy sources.
a. Energy isolation devices shall not be used for other purposes.

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 b. Energy isolation/LOTO tag shall be made of a water-proof material that prominently display the
personal ID Number, Name of the Owner, the Division/Department he/she works with, and the expiry
date of the tag (at maximum for 2 years, or when Energy Isolation/LOTO refresher training is required).
4.7. Energy Isolation/LOTO padlocks shall be coloured red to distinguish it from locks used for other
purposes.

GENERAL STEPS OF ENERGY ISOLATION/LOTO APPLICATION

4.8. Prior to applying energy isolation/LOTO, the following requirements stall be taken into account:
a. Employees who take part in an energy isolation/LOTO application shall be equipped with energy
isolation devices. Pre-use check of energy isolation devices shall be carried out.
b. The Crew Supervisor and employees who do prepare the energy isolation procedure should understand
the type and magnitude of potential energy that the machine, device, equipment or installation may
have, and the potential hazards associated with them.
c. The machine, device, equipment or installation that is in operation mode shall be properly shut
down, prior to energy isolation procedure being applied.
d. Proper notification shall be made to each area supervisor and/or other relevant parties for which energy
isolation procedure will be implemented. Notification shall include, but not limited to, the nature of
task, time involved, and the impact it may have on the work area.
4.9. Energy Isolation/LOTO may be applied in two (2) ways:
a. Individual energy isolation/LOTO Application – all employees apply their own energy
isolation/LOTO on Energy Isolating Device(s).
b. Group energy isolation/LOTO Application – applied when one or more of the following
conditions are met:
(1) When machinery, equipment or a facility to be locked out has multiple energy sources which
makes individual energy isolation/LOTO procedures impractical.
(2) Work assignment on re-energized equipment involves more than one (1) work
crew/group or department at the same time.
(3) The distance between the location of the Energy Isolating Device(s) and the equipment to be de-
energized is such that Individual energy isolation/LOTO Application is impractical.
4.10. Main steps for Individual Energy Isolation/LOTO Application will be as follow:
a. Ensure that each individual knows the type and number of energy sources to be locked and tagged
out on the de-energized machinery or equipment they will be working on.
b. Disconnect the energy flow from its Energy Isolating Device(s).
c. Apply your personal energy isolation/LOTO on the Energy Isolating Device(s) that have been
shut off.
d. Carry out POSITIVE TEST at switches or primary buttons, such as on-off switches, push buttons,
drain valves, etc. to ensure no stored energy remains in the de-energized machinery or equipment.

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 e. Perform your assigned task(s) on the de-energized machinery or equipment.
f. When the task or tasks have been completed, each individual shall remove his/her own energy
isolation/LOTO.
4.11. Main steps for Group Energy/LOTO Application will be as follow:
a. Each work crew shall nominate a Designated Person for energy isolation/LOTO Group
Application.
b. Disconnect the energy flow at the Energy Isolating Device(s).
c. The Designated Persons shall apply energy isolation/LOTO to the Energy Isolating
Device(s).
d. The Designated Person shall carry out a POSITIVE TEST at primary switches/buttons/valves to
ensure no stored energy remains on the de-energized equipment.
e. The Designated Person shall complete the Group energy isolation/LOTO Information Sheets (See
Attachment 10.1 – Group LOTO Information Sheet) and attach the completed sheet onto the
designated energy isolation/LOTO Box.
Notes:
 The sheet contains information about the types and number of Energy Isolating Devices locked
out, and the signatures of respective Designated Person.
 Energy Isolation/LOTO Box shall be made of durable material and is intended to keep the
energy isolation/LOTO keys owned by the Designated Persons. The Energy Isolation/LOTO box
contains holes along the extended lid cover of the box where employees can apply their energy
isolation/LOTO.
f. The Designated Person shall store his/her energy isolation/LOTO key(s) inside the energy
isolation/LOTO Box.
Note:
 The number of energy isolation/LOTO keys shall match the number of locks used on the Energy
Isolating Devices as indicated on the completed Group Energy Isolation/LOTO Information
Sheets.
g. All employees shall then apply their respective energy isolation/LOTO by locking through the
perforated holes along the extended lid cover of the box.
Note:
 Each employee shall read the Group Energy Isolation/LOTO Information Sheets and
count the number of keys stored inside the box, prior to applying his/her LOTO.
 Do not apply your energy isolation/LOTO when in doubt but immediately consult your
respective Designated Person or your Immediate Supervisor, instead.
h. Perform your assigned task(s) on the de-energized machinery or equipment.
i. When the tasks have been completed, each individual shall remove his/her own energy
isolation/LOTO from the box.
j. The Designated Person(s) shall then pick up his/their energy isolation/LOTO keys from the box and
remove their energy isolation/LOTO from Energy Isolating Device(s).

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LOTO DURING EQUIPMENT COMISSIONING/LIVE TESTING
4.12. In a case of an equipment, machinery or facility requires to be commissioned or tested in a live mode
(partly or fully energized), where normal energy isolation/LOTO application is impractical to apply,
the following steps shall take place:
a. Project Coordinator shall carry out a thorough assessment to identify which part of task(s) that
normal energy isolation/LOTO application is considered impractical.
b. Develop Job Safety Analysis (JSA) to address not being able to lock out.
c. Communicate the JSA to all relevant employees/parties to gain thorough understanding of what
will be done in lieu of not locking out.
d. Project Coordinator shall assign a Competent Person to lead and supervise the
commissioning process.

REMOVAL OF ABANDONED ENERGY ISOLATION/LOTO

4.13. Crew Supervisor shall contact the individual by phone or others. If the individual cannot be contacted,
then carry out a thorough search to locate the energy isolation/LOTO owner and have him/her remove
his/her padlock.
4.14. If employee who has abandoned his/her energy isolation/LOTO cannot be found and the equipment must
be started up, report the case to the Project Coordinator or Business Unit Head.
4.15. Project Coordinator or Business Unit Head, upon receiving the report, shall decide whether the search
needs to be continued or the abandoned energy isolation/LOTO may be removed/cut off.
4.16. Conduct a walk-around check of the de-energized equipment prior to removing the abandoned energy
isolation/LOTO.
4.17. Cut off the abandoned LOTO, as directed by Project Coordinator or Business Unit Head.

ENERGY ISOLATION/LOTO TRANSFER AT SHIFT CHANGE

4.18. When repairs are not completed by the end of the shift and the work must continue, the Supervisor will
have all employees remove their locks from the lockout devices. As part of pre- shift meeting with the
oncoming shift supervisor, the oncoming supervisor can place his/her padlock on the lockout devices,
and the off going supervisor then remove his/her lock.

ENERGY ISOLATION/LOTO PROGRAM EVALUATION

4.19. An annual energy isolation/LOTO application review or audit within a Business Unit shall be carried out
to determine the effectiveness of the program implementation. The review or audit shall consist of, but
not limited to, reviewing the applied energy isolation/LOTO procedures, departmental records, and
evaluation of the Business Unit and their employees’ compliance.
4.20. The energy isolation/LOTO review or audit can be carried out independently or as a part of general HSE
audits, such as Management Self-Audits. All deficiencies shall be noted, and recommended actions shall
be followed up.

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EMPLOYEE TRAINING
4.21. All employees performing energy isolation/LOTO, including supervision and Management personnel,
inspectors and other people who will be taking part in energy isolation/LOTO application shall receive
energy isolation training. The following types of energy isolation training and awareness program will
be applied site-wide:
a. Upon initial job assignment – General Energy Isolation Program Training and
Supplemental Procedures that are applicable to the employee and his/her work area.
b. Upon transfer to new work area – particularly for obtaining appropriate understanding of
supplemental procedures.
c. Whenever there are changes in general energy isolation procedures or supplemental
procedures.
d. Two-yearly Refresher Training for maintaining and communicating information of general and
supplemental energy isolation procedures.
4.22. Energy Isolation training documents and records shall be maintained for reference and potential audits.

5. STANDARDS OF ACCOUNTABILITY
5.1. BP AKR President Director
a. Generate BP AKR Standard to regulate energy isolation program and review it at minimum per
three (3) years.
b. Provide resources for the effective implementation of energy isolation program.
c. Ensure the program is implemented throughout BP AKR work area.

5.2. Head of BP AKR Business Unit, Partnership and Contractor Company

a. Allocate resources to ensure the effective implementation of energy isolation/LOTO program in area
of responsibility.
b. Ensure BP AKR energy isolation/LOTO standard and relevant procedures are understood and followed
by all employees.
c. Ensure that risk assessment with regard to energy isolation/LOTO program implementation is carried
out, including area/facility/equipment survey to ensure that each equipment or machinery is capable of
being locked out.
d. Where required, develop Standard Operating Procedures (SOP) to address internal issues with
regard to energy isolation/LOTO program implementation.
e. Ensure that personnel who perform energy isolation/LOTO are equipped with energy isolation/LOTO
equipment, adequately trained and competent to perform the task safely, and attend the refresher energy
isolation training.
f. Ensure energy isolation/LOTO review or audit is conducted for compliance with the current energy
isolation/LOTO regulations.
g. Ensure that all new equipment, machinery and installation have the capability to apply energy
isolation/LOTO.

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5.3. Head of BP AKR Health Safety Security and Environment Department
a. Provide HSE advice for energy isolation/LOTO program implementation.
b. Ensure energy isolation training and awareness modules are in compliance with GOI and BP AKR
Standards.
c. Develop energy isolation Training modules and organize the training, awareness and
refresher program for employees.
d. Maintain auditable documents and records of energy isolation training.

5.4. Employees
a. Understand BP AKR energy isolation/LOTO standards and procedures and how they impact their
work.
b. Attend all required energy isolation training, awareness program and two-yearly energy
isolation refresher program.
c. Ensure appropriate energy isolation/LOTO of hazardous energy is in place before work is
performed.
d. Correct and/or report any energy isolation/LOTO discrepancies observe to immediate
supervisor or relevant parties.

6. RELEVANT STANDARDS
6.1. Standard No. 5.02 – HSE Risk and Impact Assessment.

7. AUDITABLE DOCUMENTS AND RECORDS

The following auditable documents and records, at minimum, shall be made available:
No. Type of Document/Record Responsible Party
7.1 Original document of this standard. BP AKR HSSE Department

7.2 Evidence of the communication (socialization) of BP AKR Business Unit,

this standard to employees and relevant parties. Partnership and Contractor
Companies
7.3 Evidence of energy isolation/LOTO program BP AKR Business Unit, Partnership
implementation and relevant documents and records, and Contractor Companies
such as energy isolation/LOTO survey
results, audits, internal SOPs, etc.

8. REFERENCES
8.1. Decree of GOI Minister of Mines and Energy on General Mine Occupational Safety and Health No.
555K/M.PE/1995, Article 188 (1) and (3), Article 190.
8.2. United States Mine Safety and Health Administration (MSHA) Regulations: Subpart K: 57.12016 and
57.12017.
8.3. United States Occupational Safety and Health Administration (OSHA).

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8.4. National Occupational Safety Association (NOSA), Republic of South Africa, CMB 150 New
Protocol – Element 2.12.

9. AMENDEMENTS
The following annotations describe the changes made to this Standard:
Revision No. Date of Revision Items Affected
n/a n/a n/a

10. ATTACHMENTS
10.1. Group Energy Isolation/LOTO Information Sheet.
10.2. Energy Isolation/LOTO Survey Form.

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 Group Energy Isolation/LOTO Information Sheet
Catatan/Note:
Lembar Informasi ini harus diisi oleh Designated Person untuk Isolasi Energi/LOTO Grup, dan harus
dilekatkan pada Kotak Isolasi Energi/LOTO Grup.
This Information Sheet shall be completed by Designated Person for Group Energy Isolation/LOTO,
and to be attached to Group Energy Isolation/LOTO Box.

Nama Equipment/Plant: Pekerjaan yang akan/sedang Dilaksanakan:

Name of Equipment/Plant: Main Task(s) Carried Out:

Nama-nama Designated Person yang memasang LOTO di setiap Pemutus Arus

Energi, dan kemudian menyimpan kunci LOTO-nya di dalam Kotak
Daftar Pemutus Arus Energi yang
LOTO Grup:
Diisolasi/dipasang LOTO:
Names of Designated Persons applying LOTO on Energy Isolating Devices, and
place their keys inside the Group LOTO Box
List of Identified Energy Isolating
Devices:

Designated Person #1 Designated Person #2 Designated Person #3

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 ENERGY ISOLATION/LOTO SURVEY FORM
Hazardous Energies that Must Be Locked-Out and/or Tagged-Out when the Facilities/Equipment are under
Repair/Shut Down
Facility/Eqp Desc :
Equipment Name/Code : __________________/_________________
Location :
Owner of the Facility/Eqp : /
Department :
Date of Survey :

Total Number of
Energy Isolating THE TYPE OF ENERGY SOURCE IN THE EQUIPMENTYesNoDevice (where
LOTO must be
applied)
Equipment operated by electrical or mechanical (steam, pneumatic, hydraulic)
Equipment controlled by electronic device (relays, contactors, etc) or interlock each other
Equipment connected with pressured pipe or chemical pipelines
Equipment has residual energy (electrical, pressure, spring, potential, thermal)
Equipment has any radiation hazard
Other energy capable of causing physical harm and damage to persons and/or equipment.
(Explain in)

1. IF ANY OF THE ANSWER IS “YES”, LOTO 2. MAKE SURE THE ENERGY SOURCE MUST BE
PROCEDURE MUST BE DONE DURING CONTROLLED IN THIS MACHINE/EQUIPMENT.
MAINTENANCE OR SERVICING THIS EQUIPMENT.

Surveyed by: This document is verified and approved by:

Employee Name and ID No. Employee Name and ID No.

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