The Risk Management Tool Box Blog

Energy Isolation and Lock-out, Tag-out for Pumping Units

Graham Marshall - Wednesday, September 12, 2012

Yesterday evening at the SPE/APPEA Innovation Awards Dinner, held as part of the 2012 SPE/APPEA International Conference on Health, Safety and Environment in Perth, the SPE/APPEA organizing committee presented the 2012 Safety Innovation Award to Hess Corporation and the Risk Management Tool Box.

The Risk Tool Box and Hess Corp were selected by APPEA/SPE to receive the Safety Innovation Award from nearly 50 applicants and then from six short-listed finalists including Woodside Energy, Chevron and Schlumberger.

Our innovative application, in which we developed and applied a new method of energy isolation and then lock-out, tag-out (LOTO) to oil well pumping units was chosen by SPE as being worthy of the Safety Innovation Award, and for that honour, we are truly very grateful to all concerned.

In making the application, Hess and the Risk Management Tool Box notified APPEA and SPE that we would make details of the energy isolation and LOTO safety device freely available to other business's in the E&P sector.


Listed below you will find the following Procedures and Procedure Audit Checklists which can be used to control the energy found in oil well pumping units, and can then lock-out, and tag-out the energy so it cannot be accidentally re-energized:

1.  A Procedure for installing the Pumping Unit safety device.  Click here;

2.  A Procedure for applying the PU safety device, once installed.  Click here;

3.  A Procedure Audit Checklist for the installation process.  Click here;

4.  A Procedure Audit Checklist for the application of the the PU safety device.  Click here; and

5.  Schematic diagrams for the energy control and lock-out, tag-out (LOTO) device.  Click here and here.

In order to promote safety across the oil patch, the documents listed above are provided with approval of, and courtesy of Hess Corporation.


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