SE Electrical LOTO Checklist

• Responsibilities for all aspects of a LOTO to be performed must be agreed upon and documented by all affected parties.
  LOTO which involves a utility disconnect will be classified as Complex LOTO (use Complex LOTO Procedure Sheet).
  LOTO which requires procedures for LOTO continuity across shifts will be classified as Complex LOTO (use Complex
  LOTO Procedure Sheet).
  LOTO which requires LOTO by other parties (e.g., customer, subcontractors, other contractors) will be classified as
  The 1st section of this checklist must be completed,
  signed and visibly posted at the point of work
  !! BEFORE STARTING WORK!!
  Complex LOTO (use Complex LOTO Procedure Sheet).

• Customer's Name:

• Site's Name:

• Customer's Person in Charge:

• SE Person in Charge:

• The 1st section of this checklist must be completed,
  signed and visibly posted at the point of work
  !! BEFORE STARTING WORK!!

• STEP 1: PREPARATION STAGE

  Select Drawings (single line, layout…) available/up to date? Switching schedule (sequence of operations) defined? Briefing with customer’s person in charge? Appropriate PPE available and checked? Correctly rated voltage tester available? Adequate earthing (grounding) equipment available? Adequate lock out devices and padlocks available? Emergency exit & fire extinguishers available? Emergency numbers posted - first aid, fire brigades, etc? Access to working area restricted with barriers & signs? Is SF6 gas present?

  • Drawings (single line, layout…) available/up to date?
  • Switching schedule (sequence of operations) defined?
  • Briefing with customer’s person in charge?
  • Appropriate PPE available and checked?
  • Correctly rated voltage tester available?
  • Adequate earthing (grounding) equipment available?
  • Adequate lock out devices and padlocks available?
  • Emergency exit & fire extinguishers available?
  • Emergency numbers posted - first aid, fire brigades, etc?
  • Access to working area restricted with barriers & signs?
  • Is SF6 gas present?

• PREPARATION STAGE (Selected and approved (signed) by SE Person in Charge:

  Sign

• STEP 2: REMOVE THE LOAD

  Select Shut down the load in the normal way Local/remote control disconnected

  • Shut down the load in the normal way
  • Local/remote control disconnected

• REMOVE THE LOAD STAGE (Selected and approved [signed] by the Customer Person in Charge)

  Sign

• STEP 3: DE-ENERIZE

  Select All phases/live conductors disconnected Fuses removed Feedback from other source: Ring circuits, generators, UPS, batteries, dual fed systems, mesh network, etc

  • All phases/live conductors disconnected
  • Fuses removed
  • Feedback from other source: Ring circuits, generators, UPS, batteries, dual fed systems, mesh network, etc

• DE-ENERGIZE STAGE (Selected and approved [signed] by SE Person in Charge)

  Sign

• STEP 4: ISOLATE

  All sources of supply opened to create a positive air gap between line and load side (switch, breaker and NON-control devices such as push button, HMI, EStop, etc)

  Padlocks fitted on all isolation devices (each worker must place their own lock on each device; a lock box can be used).

  Tags with personal information fitted on each device.

• ISOLATE Stage (Selected and approved [signed] by the SE Person in Charge)

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• STEP 5: VERIFY NO VOLTAGE * Note * All circuits are considered energized until verified.

  Select Voltage tester rated at appropriate KV, with conformity mark. Voltage tester properly tested before use. Verification of absence of voltage on all conductors (load and line) in each cabinet. Voltage tester properly tested after use (VAV)? Was the customer person-in-charge present during voltage verification

  • Voltage tester rated at appropriate KV, with conformity mark.
  • Voltage tester properly tested before use.
  • Verification of absence of voltage on all conductors (load and line) in each cabinet.
  • Voltage tester properly tested after use (VAV)?
  • Was the customer person-in-charge present during voltage verification

• VERIFY NO VOLTAGE STAGE (Selected and approved [signed] by SE Person in Charge)

  Sign

• STEP 6: GROUNDING This is not mandatory for below 600V, unless there is a potential for back feed.

  Select Ground cables properly connected to ground? Ground cables properly connected to ground? Mark equipment as "grounds applied" or place a "ground lock" on the disconnect. Capacitors discharged/short-circuited? If back feed from other sources is possible, ground cables connected before and after using work area.

  • Ground cables properly connected to ground?
  • Ground cables properly connected to ground? Mark equipment as "grounds applied" or place a "ground lock" on the disconnect.
  • Capacitors discharged/short-circuited?
  • If back feed from other sources is possible, ground cables connected before and after using work area.

• GROUNDING STAGE (Selected and approved [signed] by Customer Person in Charge)

  Sign

• STEP 7 PROTECT CIRCUITS

  Select Prevent access to adjacent energized circuits (That cannot be de-energized) with insulated sheeting

  • Prevent access to adjacent energized circuits (That cannot be de-energized) with insulated sheeting

• PROTECT CIRCUITS STAGE (Selected and approved [signed] by Customer Person in Charge)

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• After even the shortest interruption of the work process (i.e., restroom, lunch, etc.), perform a visual check to
  ensure all controls are in place (locks, tags, barriers, grounding, and short-circuiting when more than 600V).

• All 7 STEPS Complete & Signed by SE Person in Charge

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SE WORK TEAM: SE EMPLOYEES AND CONTRACTORS

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

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• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about PRINT NAME to be re-energized

  Sign

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

  Sign

• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about to be re-energized

  Sign

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

  Sign

• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about to be re-energized

  Sign

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

  Sign

• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about to be re-energized

  Sign

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

  Sign

• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about to be re-energized.

  Sign

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

  Sign

• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about to be re-energized.

  Sign

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

  Sign

• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about to be re-energized.

  Sign

• SIGN IN: I have completed steps 1-7, placed my lock on the lock-out device and will now work de-energized

  Sign

• SIGN OUT: I have finished working de-energized, removed my lock from the lock device and have been made aware the system is about to be re-energized.

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• STEP 8: ELECTRICAL TESTING

  Lock out all paths upstream and downstream of the equipment being tested to prevent test voltage from back-feeding to other equipment.

• ELECTRICAL TESTING STAGE (Selected and approved [signed] by Customer Person in Charge)

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• STEP 9. TEMPORARY RELEASE OF LOTO/REMOVAL OF GROUNDS FOR TESTING

  Select Temporary release of LOTO required to calibrate a sensor, verify a voltage reading, etc. Are hazards present, since it is not possible to replace all guards, doors, etc.? Is there a barrier in place to keep everyone outside the hazardous area? Is the person who must come in close contact with the hazards fully protected? CAUTION! If the equipment must be grounded to be considered de-energized, then it is considered energized if grounds are removed for testing.

  • Temporary release of LOTO required to calibrate a sensor, verify a voltage reading, etc.
  • Are hazards present, since it is not possible to replace all guards, doors, etc.?
  • Is there a barrier in place to keep everyone outside the hazardous area?
  • Is the person who must come in close contact with the hazards fully protected?
  • CAUTION! If the equipment must be grounded to be considered de-energized, then it is considered energized if grounds are removed for testing.

• TEMPORARY RELEASE OF LOTO STAGE (Selected and approved [signed] by SE Person in Charge)

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• STEP 10. RELEASE OF LOTO/REMOVAL OF GROUNDS

  Select Working area cleared of tools and equipment? Covers and doors are replaced? Are all persons accounted for? All persons without correctly rated Arc Flash PPE outside the arc flash boundary? Safety documentation returned? A full inspection of all works must be completed by a competent person before re-energizing. (consider all downstream circuits) Screening/marking off of working area removed Short circuit removed before earthing All isolation measures removed (lock, etc) Usual safety devices and safety signs re-placed Signaling “Ready for switch on” … by all work areas …by all switching locations … by customer … by supervisor Handing over of modified drawings (if modifications have been done) to operation staff Permission to restore energy

  • Working area cleared of tools and equipment?
  • Covers and doors are replaced?
  • Are all persons accounted for?
  • All persons without correctly rated Arc Flash PPE outside the arc flash boundary?
  • Safety documentation returned?
  • A full inspection of all works must be completed by a competent person before re-energizing. (consider all downstream circuits)
  • Screening/marking off of working area removed
  • Short circuit removed before earthing
  • All isolation measures removed (lock, etc)
  • Usual safety devices and safety signs re-placed
  • Signaling “Ready for switch on”
  • … by all work areas
  • …by all switching locations
  • … by customer
  • … by supervisor
  • Handing over of modified drawings (if modifications have been done) to operation staff
  • Permission to restore energy

• STEP 10: RELEASE OF LOTO/REMOVAL OF GROUNDS STAGE (Selected and approved [signed} by Customer Person in Charge)

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• STEP 10: RELEASE OF LOTO/REMOVAL OF GROUNDS STAGE (Selected and approved [signed} by SE Person in Charge)

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