Energy Isolation Procedure

United Energy Pakistan Limited
ENERGY ISOLATION PROCEDURE

Document No. HSE-SFT-000-IN-PRO-00005-01
Document No. Revision No. Issue Date

HSE-SFT-000-IN-PRO-00005 01 November, 2019
Next Review Date:
November, 2022
Sponsored by: Endorsed by: Approved by:
Nasir Zaman Muhammad Ikhlas
Bilal Ahmed Khan

Ghulam Ali
Aftab Memon Amjad Shaikh Muhammad Ibrahim

This document is a CONTROLLED DOCUMENT. Any change to this document must be reviewed and approved prior to use
and issue. Any documents not approved in this manner will be Uncontrolled. When printed this document is UNCONTROLLED
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Document Control
Revision record.
Sr. Rev. Rev. Page Section

Description & Reason for amendment
No. No. Date No. No.
This procedure replaces the previous Procedure #
1 - - - -
PRO/SFTY/006 – Rev. 3 (Energy Isolation).
Replaced obsolete terms with new ones: HSEOC with
SOC & COW Process with COW Procedure etc.
2 01 Nov, 19 - -
References to BP Group Practices have been
removed.
1.0, 2.0,
3 01 Nov, 19 4, 5 Removal of extensive references and repetitions
3.0
4 01 Nov, 19 5 4.0 Addition of definition of ‘Non-compliant Isolation’
RACI Tables (Procedural & Functional) has been
5 01 Nov, 19 7 5.0
added
Role of Head of Operation modified to:
- nominate Electrical Competent Authority (formerly
6 01 Nov, 19 9 5.1 known as Electrical Technical Authority)
- allow deviation requests
- initiate Entity Audit annually
Added responsibilities of Electrical Competent
7 01 Nov, 19 14 5.7
Authority
Following sections have been removed:
6.4.1,
Potential hazards of breaking containment
6.4.2,
8 01 Nov, 19 - Depressurizing and draining containment systems
6.4.3,
Cleaning and gas freeing methods
6.5
Static electricity
Added competence requirement for Electrical
Competent Authorities
9 01 Nov, 19 34 8.0 Tweaked competence requirements of Isolation
Authorities
Mandated COW & 8GSR training for all Roles
10 01 Nov, 19 38 Apndx -A Replaced pressures indicated in bars with psig
11 01 Nov, 19 48 Apndx -D Tweaked Isolation Certificate
12 01 Nov, 19 53 Apndx -G Master Isolation Control Sheet included
DOCUMENT DISTRIBUTION LIST
1. All Team Leaders
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Table of Contents
1.0 INTRODUCTION 4
2.0 PURPOSE AND SCOPE 4
3.0 LINKAGE WITH OTHER UEP PROCEDURES, DOCUMENTS & STANDARDS 5
4.0 DEFINITIONS 5
5.0 ROLES AND RESPONSIBILITIES 7
6.0 ENERGY ISOLATION POLICY AND PROCESS 14
7.0 OTHER ENERGY ISOLATION PROCESS REQUIREMENTS 30
8.0 TRAINING NEED ANALYSIS (TNA) 34
9.0 TRIGERRING MECHANISM 36
10.0 COMMUNICATION / ROLL OUT PLAN 36
11.0 HSE REQUIREMENTS 36
APPENDICES
Appendix-A Guidance on Minimum Recommended Isolation Method 38
Appendix-B Testing of Isolations 39
Appendix-C Methods of Isolating Electrical Equipment 44
Appendix-D Energy Isolation Certificate 48
Appendix-E The Use of Bleeds 49
Appendix-F Energy Isolation Procedure Audit Checklist 51
Appendix-G Master Isolation Control Sheet 53
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1.0 INTRODUCTION
Energy Isolation is a key Golden Safety Rule. It states that any isolation of energy
systems – mechanical, electrical, process, hydraulic, chemical, thermal and others –
cannot proceed unless:
 The methods of isolation and discharge of stored energy are agreed and
executed by competent person(s)
 Any stored energy is discharged
 A system of locks and tags is utilized at isolation points
 A test is conducted to ensure the isolation is effective
 Isolation effectiveness is periodically monitored
The main objective of this procedure is to give each individual, a better understanding
of the golden rule on Energy Isolation with a view to avoid Energy Isolation related
incidents. Compliance to this procedure is mandatory to people involved in working for
UEP.
2.0 PURPOSE AND SCOPE
The purpose of this document is to describe procedure for the safe isolation and
reinstatement (de-isolation) for safe and reliable operations.
This document specifies energy isolation and relevant modalities, e.g. lockout/tagout
etc. that will be used when servicing and performing maintenance on machines and
equipment, in which unexpected energizing, start-up, or the release of stored energy
could cause: breach to UEP HSE policy or the Golden Rule on Energy Isolation This
document specifies minimum requirements for the control of hazardous energy.
It shall apply to all UEP facilities where work is carried out by UEP employees or
contractors and/or their subcontractors.
This procedure is NOT applicable to:
 Work on cord/plug connected electrical equipment whose electrical power may

be controlled by the unplugging of equipment from the energy source, when the
plug and cord are under the exclusive control of the person doing the work.
 Hot tap operations involving transmission and distribution systems when
governed by the special procedural requirements substantiated by Level-2 TRA
along with documented procedure or method statement.
 Drilling & Completion (D&C) activities and well servicing, including well work-
over, coiled tubing and wire-line activities. Upstream isolation requirements
(well) during any work on a Christmas tree valve shall be governed by the
special procedural requirements with appropriate level of documented risk
assessment for subsurface isolation in drilling and well operations activities.
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3.0 LINKAGE WITH OTHER UEP PROCEDURES, DOCUMENTS AND STANDARDS
This procedure has linkages with the following UEP procedures, practices, standards
and documents.
1. Permit to Work Procedure (HSE-SFT-000-IN-PRO-00007)

2. Confined Space Entry Procedure (HSE-SFT-000-IN-PRO-00002)
3. Ground Disturbance Procedure (HSE-SFT-000-IN-PRO-00010)
4. Management of Change Procedure (HSE-SFT-000-IN-PRO-00014)
5. Hazard Identification & Task Risk Assessment Procedure (HSE-SFT-000-IN-
PRO-00016)
6. Control of Work Procedure (HSE-SFT-000-IN-PRO-00003)
7. OJT for Isolation Authority (Process / Mechanical) (HSE-SFT-000-IN-OJT-00001)
8. OJT for Isolation Authority (Electrical) (HSE-SFT-000-IN-OJT-00004)
4.0 DEFINITIONS
The following definitions shall assist in the understanding of this procedure:
Area Authority (AA) The Area Authority confirms that work activities conducted in his area
of responsibility are consistent with CoW Policy, PTW procedures and
requirements.
He may be the Permit Issuer (PI) for his area, but normally, this
task would be delegated t o his team members except for hot work in
the ‘hazardous area’. AA would be contacted f or any advice,
clarifications, conflicts resolutions, or any other matter pertaining to
issue of PTW in the area of influence.
ALARP “As Low as Reasonably Practicable." level of the risk at which a job
can proceed.
Permit Issuer (PI) The PI issues permits consistent with associated procedures and
permit requirements. The PI also confirms that work planning and
hazard assessments are completed on appropriate work permit forms.
The PI is accountable for control and safety activities within the
permitted work task, including PTW issuance and approval.
Permit to Work (PTW) An a u t h o r i z i n g document approved by a r e s p o n s i b l e
person, specifying the conditions under which potentially hazardous
or interacting activities can take place. Suitable precautions are
given to ensure that the work is done safely.
Energy Isolation (EI) EI is the process of ensuring:
(1) That all means of energy such as electrical, mechanical, hydraulic,
pneumatic, chemical, and thermal etc. have been disconnected and
unintended re-energizing is impossible. (2) That entire system under
consideration has been purged, flushed, drained and depressurized in a
way that all hydrocarbon fumes, vapors, mists, sludge, chemicals and
remnants of toxic, flammable and hazardous, do not exist.
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Isolation Authority (IA) A person who has received necessary training, certification, has
completed relevant On-the-Job (OJT) modules, and has been tagged
‘competent’ by the approved authority. IA is responsible for isolation
/ de-isolation ([a]either electrical or [b]mechanical/process) of specific
sections of plant or items of equipment to the highest quality and for
the security and integrity of isolation, as indicated in the PTW/IC.
Isolation Boundary The set of valves, electrical switchgear or other similar devices used
to establish an area i s c o m p l e t e l y safe from hazardous fluids
or electrical power or pressure in which work may take place.
Isolation Certificate Certificate detailing Process, Mechanical and Electrical Isolating
(IC) requirements.
Electrical Isolation The secure, proven disconnection and separation of an electrical
circuit from a piece of equipment. Such isolations may involve
electrical, instrument and communication circuits.
Mechanical Isolation Involves the disconnection of plant equipment and systems from
sources of mechanical energy to protect against inadvertent
activation of the equipment.
Process Isolation Involves blinding, blanking or closing and locking of valves to
prevent the fluid flow. This may include depressurizing, flushing and
purging, and proving that the system is free from hydrocarbon,
chemical and other flammable or toxic vapors, and fumes etc.
Blinding / Spading / Placing a blank flange at the end of an open pipe or placing a blind
Blanking (e. g. spectacle spade) between two flanges in order to stop flow
and prevent hazardous (flammable or toxic etc.) situation(s) arising.
Energy Isolation A mechanical device that physically prevents transmission or
Device release of energy, including but not limited to: electric circuit
breakers, disconnect switches, slide gates, blinds, line valves, seals
and similar devices.
NOTE: For electrical isolations; push buttons, selector switches and
other control circuit type devices are not energy isolating devices. For
process / mechanical isolations; mud plugs & inverted check valves
and are not isolation devices.
Energy Source Any of electrical, mechanical, hydraulic, pneumatic, chemical,
thermal, radioactive or other energy sources.
Energized Connected to an energy source or containing r esidual or stored
energy.
Bleed or Vent Valve A valve for draining liquids or venting gas/vapors from pressurized
system.
Double Block and An isolation method consisting of arrangement of two block valves
Bleed in series with a bleed valve located in between.
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Isolation Tag 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 shall not be operated until the tagout
device is removed by an authorized person.
Lockout Device A device that utilizes a positive means such as a lock, either keyed
or combination type, to hold an energy isolating device in the safe
position and prevent the energizing of a machine or equipment.
Lockout / Tagout A safety system to ensure that any item or equipment, machine or
(LOTO) device, cannot be operated without the knowledge and consent of the
person who rendered it inoperative and the removal of any device,
which prevents its operation. Any such lockout will be recorded on
the appropriate Work Permit and Isolation Certificates (IC’s). This is
generally achieved by placing a lock and a tag on the isolation device
to make it inoperative.
Performing Authority The PA establishes safe delivery of permitted activities and confirms
(PA) that these activities are performed on the worksite. The PA may perform
the task or supervise a group who performs the task.
Restricted Area An area where access control is deemed necessary.
Safety Observation & Behavior-based safety process to continually improve operating
Conversation (SOC) behaviors through observation, recording and coaching.
Residual Risk The Risk remaining even after applying control measures, and carrying
out a re-assessment of Severity rating and Frequency / Probability;
Or the level of risk that remains when barriers are taken into account.
Valved Isolation An isolation that is effected by operating certain valve(s).

Non-compliant An isolation that does not meet the minimum isolation requirements,
Isolation e.g. single valve isolation over 150 psig etc, or a high voltage circuit
breaker without LOTO provision etc.
5.0 ROLES AND RESPONSIBILITIES
The responsibilities of each role are described in the sections below; for complete
details, refer Permit to Work Procedure.
5.0.1 RACI Tables (Functional)
PA
Sr. Process Requirements PM AA FLL PI & IA
PR
1 Have a lists of non-compliant isolations - A/R - - - -
Ensure P&IDs are labelled with ERV's & LO/LC
A/R I I I I
2 valves
Ensure effective communication between IA's,
- - - A/R C C
3 PA & PR
Sign on the IC to verify isolation before
- - - A R R
4 commencement of work
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5 Maintain Master Control Sheet - - - A - I

6 Maintain Long Term Isolation Register - I I A/R - -
Fortnightly review of Long Term Isolation
- I A/R I - -
7 Register
Monthly review of Long Term Isolation Register
- A/R I I - -
8 and physical check of isolation points
Get assurance from IAs that system to be
- - - C A/R C
9 worked on has been completely isolated
Isolate specific sections of plant or items of
- - A C C R
10 equipment
Prove the integrity of the isolation to
- - A C C R
11 stakeholders
Lead de-energizing/re-energizing of electrical or
process/ mechanical systems by respective Ias - - A C C R
12 (process/mechanical & Electrical)
13 Visit work area for Energy Isolation - - A R C C
Confirm on IC that any stored and residual
- - A I I R
14 energy has been discharged
15 Define on IC any special controls regarding EI - - A C C R
Define risk based frequency for the on-going
monitoring of isolation effectiveness and - - A C C R
16 integrity
Verify that isolation plans refer current and up-
- - A C C R
17 to-date engineering drawings
Be aware of Isolation standards and protocols
- - - C C A/R
18 to seek deviations
5.0.2 RACI Table (Procedural)

Manager
Manager
Advisor
Field
HOO
ECA
HSE
HSE
FLL
AA
Sr. Process Requirements
Appoint Electrical Competent

A/R - - - - - -
1 Authority
Allow deviation from an established EI
A/R - - - - - -
2 protocol
3 Upkeep of the EI Procedure A - - - I R/C -
4 Initiate 'Entity Audit' of EI A - - - I R/C I
Conduct audits of EI per set
A/R A/R A/R - A/R - A/R
5 frequency
Confirm work activities conducted are
- A/R - - - - -
6 consistent with CoW requirements
Have a prioritized plan for OJT
- A R - I - -
7 preparation
Ensure Training & Competence per
- A R - C - I
8 TNA
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Advice on Electrical Isolations &

A - - R - - -
9 deviations
10 Tag Electrical IA's competent A C - R - - -
RACI stands For Responsibility, Accountability, Consult and Inform.
5.1 Head of Operations
The Head of Operations (HOO) is the Owner and operational custodian of the Energy
Isolation Procedure. The HOO shall be responsible for providing assurance to UEP
Leadership that the correct procedure is being followed and is responsible for its
overall operation, upgrading and training. The HOO is the principal resource to provide
support and advice on Energy Isolation procedure and its implementation. The HOO
shall:
 Assign responsibility of ‘Electrical Competent Authority’ to competent person(s)

and ensure that an Electrical Competent Authority is available for required advice
and support.
 Ensure that Energy Isolation procedure is subject to regular monitoring and
auditing, acting upon the results of these audits to maintain the integrity of the
system and proposing any recommendations for system improvement.
 Ensure that the training and competency standards, defined herein are followed.
 Ensure that there exists a robust system of training, certification and competence
assurance, for persons performing various roles relating Energy Isolation.
 Identify any need for review/update/revision of the Energy Isolation procedure in
the light of experience gained and lessons learned and approve such changes in
consultation with the HSE Manager through MoC.
 Monitor compliance through periodic self-assessments against documented
protocols.
 Facilitate decisions to resolve issues by ambiguity and conflict.
 Have the Entity Audit on EI conducted annually in consultation with HSE
Manager as indicated in Section 7.9.1.
 Approve work pack / plan for:
o Hot work within hazardous area of live or partially pressurized plant,
o Allowing deviation from an established process or procedure especially 8
Golden Rules related, e.g. allowing activities on process/mechanical ‘non-
compliant’ isolation etc.
o Accepting a request to do a ‘control activity’ job on ‘non-control’ activity
protocols.
Note: Low residual risk jobs; involving non-compliant isolations, covered in the list of
‘Risk Based Procedure’ or for which risk assessed procedures exist; may not require
HOO approval. For example: working on separator LVs, corrosion coupon retrieval,
Orifice plate change, pigging operation & filter replacement etc.
5.2 Area Authority (AA)
The Area Authorities confirm that work activities conducted in their areas of
responsibility are consistent with CoW & PTW procedures and requirements.
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As a whole, the Area Authority (AA) shall be the concerned Team Leader. For
complete list of Area Authorities, refer Section 5.2 of the Permit to Work Procedure
(HSE-SFT-000-IN-PRO-00007).
The AA shall make sure:

 The permit and isolation records are complete and up to date.
 Periodic self-assurance audits of his area are carried out and gaps identified are
timely bridged.
 That the supposedly empty equipment (vessels, containers, cylinders, bottles,
valves, bullets, engines & compressors etc.) do not contain any trapped energy /
hazardous material before transporting from one place to another place.
The AA shall have a list of non-compliant isolations, both process & electrical,
available with an action plan for their phased and prioritized permanent engineering
solution.
The AA shall have a prioritized plan for having OJTs prepared. Once the OJTs are
prepared, the AA shall conduct the OJTs of the team and tag them ‘competent’.
The AA shall liaise with Engineering Services to ensure that P&IDs are duly labelled
with Emergency Response (ER) valves and Lock Open & Lock Close (LO/LC) valves.
Note: This particular responsibility can be delegated to respective First Line Leaders
(Production Supervisor, Maintenance Team Leaders, Maintenance Supervisors,
Assistant Production Supervisors and Senior Production Operators).
5.3 First Line Leaders (FLL)
Production Supervisor, Maintenance Team Leaders, Maintenance Supervisors,

Assistant Production Supervisors and Senior Production Operators have been
referred to as FLL for the purpose of this Procedure. The FLL shall carry out the On-
the-Job-Training (OJTs) assessments of Process/Mechanical Isolation Authorities.
For conducting OJTs of Electrical Isolation Authorities, Maintenance Manager /
Construction Manager / any other stakeholder for that matter, in consultation with
Electrical Competent Authority shall decide on the names of the OJT assessors.
The accountability of the FLL shall not be delegated.
5.4 Permit Issuer (PI)
Overall responsibility for the safe control of work activities within the designated area
lies with Permit Issuer. This includes the issue of Cold & Spark Potential Permits
(except issuance of Hot Work). For further details, refer Section 5.3 of PTW Procedure
(HSE-SFT-000-IN-PRO-00007). In the context of EI, PI shall be responsible for:
 Ensuring that effective communication between Issuing, Performing and Isolation
Authorities is maintained.
 Coordinate the discussion and agree the design of the isolation with Isolating
Authorities.
 Define control measures on the IC associated with isolation/de-isolation activity
such as purging, flushing, draining, and getting rid of all remnants and residuals
of toxic, hazardous or flammable products etc.
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 Control the implementation of the isolation and subsequent de-isolation.

 Verify physically that the equipment to be worked on has been completely
isolated.
 Liaising with Electrical Isolation Authority to ensure that the circuit has been
proved dead and residual energy completely discharged before commencement
of work.
 Liaise with IA(s) to define a ‘risk based’ frequency for the on-going monitoring of
isolation effectiveness and integrity as part of the risk assessment and permitting
process with a minimum frequency of once per shift.
 Testing and verifying Process/Mechanical isolation and ensuring continuous
security and integrity of the energy isolation and Lockout and tagout system
during the course of work as defined in IC.
 Sign on the IC to verify isolation before commencement of work.
 When common energy isolations exist for multiple permits, document these
isolations as part of the work permit process and maintain the isolations until
associated permits are closed out.
 Ensuring that work packs, including EI, as required by the TRA (e.g. drawings,
equipment, specifications, method statements and procedures) are prepared,
available and used.
 Ensuring that adequate handovers take place at shift change, crew change or
other change over of Isolating Authorities to understand the methods of isolation
used for a particular activity.
 Maintaining the Long-term Isolations Register Ensuring that any
cancelled/completed Permit documents are replaced with new ones if work is
planned to continue. If it does not continue, transfer any remaining isolations to
the Long Term Isolation register.
 Suspend the permit when testing for de-isolation is done.
o During permit suspension, disabled/defeated safety systems (such as
SCE) may be reinstated after putting adequate controls in place.
 Confirming that the applicable isolations and isolation certificates remain in place
during permit suspension.
 Revalidation/Re-issuance of the permit after reassessing site conditions &
addressing the causes which led to Permit suspension.
 Register redundant equipment in the Long Term Isolation Register along with an
IC.
 Maintain Permits/IC record on Master Isolation Control Sheet (Appendix G),
when significant number of isolations are involved, e.g. in shutdown activities and
in turnarounds.
When work on a Permit is finished, or the Permit reaches the end of its authorization
period, the PI shall ensure that controls are reinstated and isolations are removed.
5.5 Permit Receiver (PR) and Performing Authority (PA)
A PA, in context of EI, shall:
 Complete any associated certificates required with the PTW (except for the
Isolation Certificate which shall be completed by the designated Isolation
Authorities) and review these with the PI.
 Performing Authority shall get assurance from IAs that:
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o system to be worked on has been completely isolated, depressurized,

purged, flushed and rendered free from hydrocarbon vapors, fumes,
sludge, chemicals and remnants of hazardous (flammable or toxic et.)
material; OR the circuit has been proved dead and stored energy has been
discharged.
o inadvertent re-energization of the system is impossible.
 A Performing Authority can be Isolation Authority, if he is tagged ‘competent’ (has
completed relevant OJT).
 A PR can be a PA, however PA is not authorized to receive, have the PTW
revalidated after suspension, and have it closed.
5.6 Isolating / De-isolating Authority (IA)
The IA is responsible for isolating specific sections of plant or items of equipment to

the highest quality and for the security of isolation. The IA is also responsible for
proving the integrity of the isolation to the PI and PA and for monitoring the integrity
of isolations whilst they are in force.
The IA shall lead:
 The insertion/removal of spaces to achieve positive isolation.

 De-energizing/Re-energizing of electrical systems.
 Any other de-energizing or depressurizing/re-energizing re-pressurizing
mechanism.
The IA is responsible for the isolation/ de-isolation of systems ([1] electrical and [2]
mechanical or process) within their area. The IA shall be a competent person with
verified competence in the particular area of isolation. (For further details on
competence, training and certification requirements, refer Section 8 TNA of this
Procedure).
The Isolating/ De-isolating Authority shall:
 Examine the work site, with the PR, PA and PI, to identify the types of isolation
required and to ensure that all hazards associated with the isolating work activity
have been identified in the TRA and the controls are specified within the Isolating
Certificate (IC).
 Confirm on the Isolation Certificate (IC) that any stored and residual energy has
been effectively discharged / released.
 Define, in agreement with the Permit Issuer, on the IC any special / specific
controls associated with the isolation / de-isolation work activity such as: de-
pressurization, draining, venting, flushing, purging, and similar things.
 Define, in agreement with Permit Issuer, a risk based frequency for the on-going
monitoring of isolation effectiveness and integrity as part of the risk assessment
and permitting process with a minimum frequency of once per shift.
 Verify that isolation plans reference current and up-to-date engineering drawings
such as Process and Instrumentation Diagrams. Obtain the approval for long-
term isolation from PI.
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5.6.1 Process and Mechanical Isolating / De-isolating Authority
Process/Mechanical IA shall be a ‘competent’ as per competencies identified in the

TNA Section (Section 8) of this procedure and a member of the team of Permit Issuer
or from Performing team. The Process/Mechanical IA shall have:
 Adequate knowledge, understanding and experience of the work environment;

piping and equipment layout; flange, pipe, gasket types; pipe and flange rating;
and type of isolation suitable for particular set of operation.
 Adequate appreciation of the hazards and protection methods of: NORM,
Nitrogen, chemicals, noise, radioactive materials & static electricity.
The Process / Mechanical IA shall make sure:
 That the work does not commence until the system to be worked on has been
completely isolated, depressurized and rendered completely free from: fumes,
chemicals, sludge and remnants of hydrocarbons or other toxic and flammable
substances.
 Effective coordination exists between Electrical and Mechanical IAs.
 That isolation design and type selected is safely commensurate with practical
requirement.
The Process/Mechanical IA shall be accountable for all process/mechanical

isolations/de-isolations including LOTO.
5.6.2 Electrical Isolating / De-isolating Authority
The Electrical IA shall be ‘competent’ as per TNA section (Section 8) of this

procedure and have authorization from Electrical Competent Authority.
The electrical IA shall have:
 Adequate knowledge, understanding and experience of the work environment,

circuitry, appliances, components, testing methods, and equipment to be worked
on.
 Understanding of the hazards which may arise during the work (such as: noise,
static electricity etc.) and the precautions which need to be taken.
 Ability to recognize at all times whether it is safe for work to continue.
 Appreciation on when to refer to the ‘Electrical Competent Authority’ for
guidance.
The Electrical IA shall make sure that adequate controls are put in place as per TRA
to ensure that:
 Energy has been completely discharged before the start of the job.
 Chances of producing static charges, arcing and spark generation are properly
taken care of before commencement of work.
 Electrical Competent Authority is contacted for advice if an exception is to be
obtained.
 Permit Issuer is taken in loop about the exception requirement and the consent is
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sought.
 Effective coordination exists between Electrical and Mechanical IAs.
The Electrical IA shall be accountable for all isolations/de-isolations involving

electricity including LOTO.
5.7 Electrical Competent Authority (ECA)
The Electrical Competent Authority shall:
 Be nominated by the HOO.

 Authorize and tag Instruments and Electrical (I&E) team member as ‘competent’
as an Electrical IA on a prescribed format, following an assessment process
given in the TNA Section of this Procedure.
 ECA shall be consulted if clarity is required on method and process of proving a
circuit as dead before any job is commenced.
 ECA shall approve any exception to the ‘Methods of isolating electrical
equipment’ listed in Appendix-C of this procedure.
6.0 ENERGY ISOLATION POLICY AND PROCESS
Policy
It is UEP policy that the highest quality and security of isolation, which is reasonably
practicable in the prevailing circumstances, shall always be used. This policy will be
applied at every point of isolation.
No person shall enter a vessel or confined space unless all directly connected
sources of process and utilities fluids have been positively isolated from the vessel or
confined space.
Any isolation that does not meet the minimum recommended isolation standard,
including the application of the mandatory safeguards, shall be the subject of Level-2
Risk Assessment before the isolation is approved.
Should any non-compliant isolation have to be repeatedly justified by risk

assessment, consideration shall be given to a permanently engineered solution.
No work shall be performed unless all contributing energy sources have been
positively proven dead and/or immobilized by locking / removing / de-coupling or
effective equivalent means. This specifically implies assurance on following:
1. All direct and indirect sources of energy - that may cause re-energizing of the
system to worked on - are isolated, drained, de-pressurized, purged, flushed
and rendered completely free from: hydrocarbon vapors, fumes, sludge,
chemicals and remnants of other hazardous (flammable and toxic etc.) material.
2. The circuitry to worked on has been proven dead and stored energy has been
completely discharged.
3. A system is in place to ensure that any inadvertent re-pressurization/re-
energization, of the system to be worked on, is impossible.
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All key participants in the implementation of this procedure shall be competent in the
safe isolation and reinstatement of plant.
Following key principles and requirements are essential for safe energy isolation:
1. Identification of the hazards, which are to be managed.

2. Risk assessment and selection of the appropriate type and level of isolation
controls.
3. The level of safety provided by the selected isolation method shall be adequate
to harness the severity of the potential hazards.
4. Planning for the isolation including preparation of the plant and equipment and
other areas of the plant, which may affect (or be affected by) the isolation. The
effects of the isolation shall be clearly understood and communicated to all
affected persons before installing the isolation.
5. Installation of the isolation method selected:
o Isolation points and devices should be readily accessible and allow
ease of installation and checking.
o The security of isolations shall always be maintained.
o The isolated section of plant shall be de-pressurized, drained, purged,
flushed and rendered completely free from: hydrocarbon vapors, fumes,
sludge, chemicals and remnants of other hazardous (flammable and toxic
etc.) material
o Boundary isolation may be applied to cover several planned activities in
an area of plant. The reason for the isolation should describe the scope
of work planned, and the permits for these jobs shall be cross-referred
to the same IC.
o Isolations should be as close to the vessel or worksite as possible, to
assist in security and ease of monitoring.
o Preparation for isolation involving draining, flushing, purging and
venting of process pipe work shall be conducted according to
procedure prepared by the operating and other teams for the task and
including the appropriate isolation.
 It is an established practice among the operating and other teams to
prepare the scope of work and a comprehensive procedure for a
task. This procedure is reviewed by Production Supervisor or
equivalent and approved by the concerned TL. All TLs shall ensure
that this practice continues and the procedure contains all relevant
details on involving draining, flushing, purging and venting of
process pipe work to make it ‘gas-free’
o Pressure relief valves should only be isolated following the provision
of an alternative means of pressure relief. If this is not possible, then
entire equipment should be isolated.
6. Testing of the installed isolation to prove its integrity and effectiveness, which
shall then be secured and maintained throughout the work duration. All
plant and equipment relating to isolation shall be correctly and clearly identified.
7. Rigorous proving and monitoring of isolation valves is essential before start of
work as well as during the course of work and after a period of non-attendance
or work stoppage.
o Each part of the isolation needs to be proved separately, e.g., for a double
block and bleed system each valve should be proved.
o Where proving fails to confirm a satisfactory isolation, the situation should
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be reassessed and residual risk brought to ALARP before continuing

activity.
8. Safe removal of the isolations and reinstatement of the plant integrity before
bringing it back into service. PI and IA shall ensure that reinstatement of plant
containment is carried out safely under the PTW and Isolation Certificate
system, after crosschecking of all other permits in force and their related
isolations.
6.1 Mechanical/Process Isolation
The highest quality of isolation, which is reasonably practicable, shall be applied to

every individual isolation point. The methods of isolation normally available are
detailed below:
(a) Positive isolation

(b) Valved isolation including:
 DBB - two independent valves
 DBB - single body valve
 SVI - single valve isolation
(c) Isolation by other devices
Each isolation methodology shall include the required isolation equipment and
methodology described below, including pressure monitoring required by the site
operating practice for isolation.
6.1.1 Positive Isolation
Positive isolation shall be used for the following:
 Confined space entry.

 If high risk fluids, such as flammable liquids or gas, LPG, liquid Nitrogen,
combustible liquids heated above their flash point, or toxic materials, shall be
contained.
 Long term isolations.
 Isolations left in place at normally unmanned installations.
 If equipment is taken out of service for an undefined period or “mothballed”
 To control segregation of systems or services that could, under different
operating modes, result in overpressure (e.g., separation of high pressure
equipment from a drainage system).
 If a primary source of ignition/hot work is included in the task.
Figure 1 illustrates typical positive isolation installation. Positive isolation shall be

achieved in one of the following ways:
Spool removal - removal of a pipe work section and securing a blank (blind) flange
rated for full line design specification installed onto each live end.
Spade isolation - insertion of a steel blank plate between bolted flanges or
replacement of a spacer with a line blind. Figure 1 illustrates typical positive isolation
installation.
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This installation can include a spectacle blind or an insertion blind, either which should
be properly designed and clearly tagged.
The blank flange, spade, or spacer should be clearly marked to indicate design service
and shall be periodically inspected to verify that it is in good condition.
Bolting shall be the correct length to accommodate any extra thickness of the spade.
Note: Short-bolting is not an acceptable practice.
Area Authority should have a list of short bolting for his area of influence available with
a prioritized rectification plan.
Joint faces shall be square and fully bolted (full threads through the nuts) and
tightened.
Design shall consider the amount of flange spread necessary to remove and insert
spades (blinds) and the orientation of flanges. Consideration for inclusion of spacers at
difficult essential spading points should be made.
6.1.1.1 Removable spools or spading (blinding) points
If a removable spool or spading (blinding) point is provided, design should

consider piping and equipment layout, piping support requirements, and lifting
requirements.
Figure 1 - Positive isolation - typical installation drawings
Positive isolation - spool removal/blind Positive isolation - spade insertion

installation
P E P E
Legend
P Process E Equipment/piping system to be

isolated
Blind flange Insertion spade - spectacle

blind shown
Pressure indication
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6.1.2 Valved Isolation
Valved isolation – General
 Figure 2 illustrates various typical isolation methodologies for valved isolation.

 Isolation by valves to perform maintenance or inspection work shall follow valve
integrity checks to determine that the valves will not allow gas or fluid to pass.
Figure 2 - Valved Isolation - typical installation drawings

Valved isolation - two valves - double block and bleed isolation
Vent Vent
P E
Bleed
Valve isolation - One valve with integral DBB Valved isolation - single valve isolation
arrangement
Vent Vent Vent Vent
P E P E
Bleed
Legend
P Process E Equipment/piping system to be

isolated
Pressure indication
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 Tight shutoff
1. Valved isolation should be achieved using reliable manually operated

valves capable of tight shutoff.
2. Pressure safety valves and/or non-return (check valves) shall not be
used for isolation.
 Valve location and access should be considered for operation and

maintenance.
 If an actuated isolation valve (e.g., ESD valve or control valve) is being used
for valved isolation, the following steps shall be taken to ensure that integrity
of the shutdown system is not compromised and to ensure that integrity of the
isolation is maintained:
1. Valve shall be disabled and manually locked closed.

2. Disconnection of electrical, pneumatic, or hydraulic power sources
shall be necessary. Additional immobilization devices may be
considered necessary.
3. Pneumatic or hydraulically operated valves that fail open shall not be
used for isolation purposes. If no other alternative is reasonably
practicable, the valve shall be reliably prevented from moving. The
method used should be determined by local assessment. Depending
on circumstances and type of valve, methods such as the application
of a local nitrogen supply, use of a special locking mechanism or
removal of the operating mechanism may provide the optimum
solution to allow positive isolation to be effected.
4. Effectiveness of valve immobilization shall be confirmed by a
competent person.
6.1.3 Valved Isolation - DBB
 DBB, as referred to in this procedure, consists of double block valve isolation

with an interposing bleed valve. The bleed valve shall be monitored.
 Security measures are essential to prevent inadvertent operation of the block
valves. Tags shall also be applied.
 Bleed valves shall not be secured to allow operation when monitoring. The bleed
shall be tagged.
 Double block isolation can be achieved by:
1. Two single valves in series with a vent connection in the interconnecting
pipe. An integral body (or manifold) having two isolating valves and a vent
valve.
2. A single body valve which has “double isolation and bleed” configuration.
 If DBB isolation is used, prior to breaking containment, it is important that a
method exists for confirmation of integrity of the isolation.
 This can be completed via closure of the bleed valve and using an appropriately
tested pressure gage to monitor pressure buildup. If using low pressure gauges
for valve integrity checks, gauge snubbers can be used to protect gauges from
overpressurisation.
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 In all arrangements, the vent (bleed) valve and pipe work shall be of sufficient
size to vent the body cavity or spool quickly (especially important in gas service)
and carry away anticipated leakage past the upstream valve or seat without
incurring a pressure rise in the body cavity.
6.1.4 Valved Isolation - SVI
Single Valve Isolation (SVI) consists of the closure of a single block valve.
 Any valve used for SVI must provide a reliable seal.

 Non-return valves, flow control valves and other valves which may not provide
tight shut-off shall not be used.
 A measure of additional security can be achieved by closing several valves in
series but the absence of a bleed or vent in the intervening volume means that
this method shall be classified as SVI. The hazard of trapped pressure due to
thermal expansion may be created in this case.
General notes (Applicable for all types of valved isolations):
 Emergency shutdown valve (ESV) may be used as part of DBB isolation;

however, it must be made sure that the ESV is de-energized as per Energy
Isolation requirements.
 The hazard of trapped pressure due to thermal expansion may be created and
should be considered in the risk assessment.
 It will be a useful tip to have a big dial (~6” dia) with very small scale (0-5 psi)
pressure gauge installed on the ‘isolated’ line to instantly detect any thermal
expansion or minute passing.
6.1.5 Other Piping System Isolating Devices
 Devices, such as mechanically expanded plugs, inflatable bags, or frozen plugs,

shall not be used as a primary form of isolation.
 Other isolating devices shall only be used downstream of a positive or valved
isolation as a vapour or liquid seal to contain and direct to vent any small
amounts of vapor if the following can be ensured:
o Pressure differential across the device can be monitored and controlled.
o The application has been engineered.
o The appropriate competent authority has been consulted.and taken
approval from.
6.2 Other Mechanical Systems
a. Movement of machinery
 Any inadvertent movement of machinery or sudden release of potential
energy in mechanical, electrical, or pressure form is a hazard to workers.
 Hydraulic, pneumatic, and process powered machinery shall be isolated by
using appropriate isolation valves.
 Supply and return pipes shall then be disconnected or otherwise made
safe to prevent any potential for movement of machinery.
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b. Engine driven machinery shall be isolated by shutting off the engine fuel supply,
then isolating all starting systems.
c. Electrically driven machinery shall be made safe by switching off the power
supply to the motor, then isolating all electrical supplies.
d. Any residual mechanical, electrical, or pressure energy should be safely
released as follows:
 Mechanical - high and low speed rotating elements need to be run down
and springs should be released.
 Hydraulic - accumulators and pressurized pipe work should be
depressurized.
 Pneumatic - system should be depressurized.
 Services - steam, gas, or fuel may need to be depressurized, vented,
purged, or drained.
e. After machinery power systems have been disconnected or engines/motors
prevented from starting, there may still be a foreseeable risk to people working
on machinery if it were to move. If so, a device, such as a properly engineered
check or scotch, should be installed to lock machinery in a safe position.
6.3 Isolation Standards
The highest quality and security of isolation, which is reasonably practicable in the
prevailing circumstances, shall always be used.
Positive isolation is regarded as the most secure method and shall always be
considered as the first choice, when planning maintenance work. It is mandatory
for entry into confined spaces and recommended in the following situations:
 Long duration isolations.
 Where equipment is to be mothballed.
 Where naked flame or hot work is to be undertaken.
 For process fluids at or above auto-ignition temperature or are corrosive / toxic.
Minimum Recommended Isolation Standards, listed in Appendix A, shall be referred to

when designing process isolation where it is not reasonably practicable to achieve
positive isolation. These standards also identify mandatory safeguards that the PI must
put in place to reduce the risk level to ALARP.
6.4 Precautions when Breaking Containment
The key safeguards for both low-risk and high-risk isolations (Categories A and B
respectively, as mentioned in Appendix – A) are the pressure build-up tests on the
integrity of each valve immediately prior to breaking containment, together with the
appropriate level of regular monitoring of the isolation integrity. The PI shall control and
prevent nearby work and ensure gas monitoring on defined intervals at the worksite.
PI or his competent nominee shall be present during breaking containment and any
other critical phases of the task.
Isolations with Category B safeguards require additional control and contingency

measures. The key additional safeguards are to minimize the task duration, ensure
plant stability and to develop a contingency plan against leakage.
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The contingency plan should consider the following:

 How to respond to a leakage.
 Identifying additional isolation valves and the expected action if the isolation fails.
 Fire equipment, adequate as per the risk assessment, is readily available and
the work party shall be in radio contact with the control room.
Other precautions that shall be considered when breaking containment are as follows:
 Bolts shall be slackened off in the correct sequence. No bolts are to be removed
until they have all been slackened and the joint cracked, and until it has
been confirmed that the line contents will not be released in an uncontrolled
manner and any appropriate gas testing has been carried out.
 Particular care should be taken with clamp lock type fittings. With nuts
slackened, the fitting should be physically dislodged to confirm there is no
residual pressure, before final disassembly.
 The person who opens the flange, shall do so in a way as to minimize the
possibility of contact with the contained fluids and of sudden escape of large
quantities. Suitable and adequate PPE shall be worn and the person shall stand
upstream of the wind direction or possible direction of leakage. Availability and
reliability of the wind sock has to be mentioned in the risk assessment and in the
PTW as ‘additional control’.
 The Area Classification system used for the selection of electrical equipment in
hazardous areas does not consider abnormal operations when breaking
containment. Consideration shall be given to restricting the use of electrical (and
other) equipment during breaking containment due to the risk of releasing
flammable gas.
 Impact of SIMOPS shall be given due diligence and consideration. The details of
SIMPOS along with adequate hazard harnessing measures shall be clearly
mentioned on PTW, cross referenced and communicated to people involved.
6.5 Shifting of empty containers, equipment & valves etc. potentially containing
trapped energy and/or hazardous material
 A through risk assessment shall be done before transporting containers, valves,

spools, instruments, and other equipment. Such a risk assessment shall
essentially include possibilities of presence of trapped energy and measures to
bring the relevant risks to ALARP. Such measures, should be, as indicated in the
following bullets:
o Containers (cylinders, bottles & drums etc.) to be transported shall be
ensured that they have been completely drained & rendered free of
remains of hydrocarbon & other hazardous materials, sludge & vapour.
o Valves, spools, instruments, engines, compressors and other equipment
shall be ensured for being free of trapped energy.
 SPA for ensuring that the supposedly empty containers etc. to be transported are
free of trapped energy and / or hazardous materials shall be the relevant Area
Authority.
6.6 Assessment of Non-compliant Isolations
Any isolation that does not meet Minimum Recommended Standard, including the
application of the mandatory safeguards, shall be approved as per following risk based
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delegation of authority (DOA):
Activity Approving Authority for Non-

compliance
For cold work on completely depressurized Area Authority
system with continuous monitoring of pressure
Hot or Spark Potential Work Head of Operations
For electric activity below 480 volts Refer to Appendix-C
For electric activity above 480 volts Electrical Competent Authority
Other scenarios/situations not covered above Head of Operations
The request for allowing the exception (deviation or non-compliance) shall be

substantiated with a rigorous Level-2 TRA according to the following guidelines:
 A cross-functional team shall conduct a rigorous and thorough risk assessment,
and specify appropriate safeguards that may replace or be in addition to those
listed in Appendix A. The team shall be satisfied that these safeguards will
reduce the risks to ALARP before the task requiring isolation is permitted to
proceed.
 The risk assessment shall fully consider the alternatives including partial or full
production shutdown or deferral of the work.
6.7 Isolations for Confined Space Entry
Positive isolation shall be effected on all live lines for any task requiring entry into a
vessel or other confined space. Spool removal is the preferred method, although
spade isolation may be used where it is not reasonably practicable to remove pipe
work sections.
It should be noted that, in some cases it may not be reasonably practicable to comply
with this requirement in making entry to mud tanks, pump pits, or other utility systems
etc. Here, a rigorous and specific Level-2 Risk Assessment shall be undertaken and
Section 9.0 of Confined Space Entry Procedure (Documentum #) shall be referred.
Vessel nozzles should normally be left open to assist with free ventilation. Air movers
or ducted fans may also be used to create a flow of clean air through the vessel.
The manway doors / flanges on a vessel being prepared for entry shall be removed
last and reinstalled first to reduce the risk of unauthorized entry.
For further details, refer Confined Space Entry Procedure.
6.8 Isolation Implementation and Control
6.8.1 Security
Any isolation shall achieve and maintain effective containment of the relevant fluid for
as long as required. Valves shall be locked or immobilized mechanically or otherwise
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to prevent unauthorized operation. It may be necessary to apply additional

immobilizing devices under certain circumstances.
The following methods of securing are acceptable:

 The use of wire locking loops fitted through the valve handle.
 Padlock and chains. The Isolation Authority and Permit Issuer shall keep padlock
keys.
 The use of specifically designed tamper-proof valve interlocks. The activation of
the interlock shall be controlled by the PI utilizing the master key held at the site.
When isolating any valve that cannot be locked and may inadvertently be opened by
accidental contact, the valve handle should be removed.
Electrically operated devices shall have the power supply positively isolated and any
hand jack/means of system overrides manually locked. If the valve cannot be
physically immobilized, it shall not normally be used for isolation purposes.
‘Fail closed’ type pneumatically and hydraulically operated valves, shall have their
control lines isolated and physically disconnected.
‘Fail open’ type pneumatically and hydraulically operated valves, should not normally
be considered for isolation purposes. If no other alternative is reasonably practicable,
the valve shall be reliably prevented from moving as per this Energy Isolation
Procedure. The method used should be determined by local assessment. Depending
on circumstances and type of valve, methods such as the application of a local
Nitrogen supply, use of a special locking mechanism or removal of the operating
mechanism may provide the optimum solution to allow positive isolation to be affected.
Personal isolations, if any, shall be secured to the same standard to prevent

unauthorized operation of the valves.
6.8.2 Identification Methods
All valves, spades and blank flanges used for isolation purposes shall be identified by
means of labels / tags. A sequential number should be allocated to each individual
isolation point and be clearly marked on:
 The Isolation Certificate (IC).
 The drawing showing the location of each isolation point.
 The label applied at the isolation point.
The label shall also show the IC number. Bleed points shall also be labelled.
Where padlocks are used, the individual key number should be listed on the IC and a
means of referencing the correct key to the isolation point included. Keys should be
held centrally in a secure fashion, and controlled by the Permit Issuer.
Where there are overlapping isolations, where some of the isolation points are
common to more than one isolation, then these points shall have a separate locking
device and tag from each isolation. Each isolation shall be registered and controlled by
its own individual IC.
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6.8.3 Flange Tagging for Breaking Containment
Flanges used in breaking containment should be identified as an aid to ensuring that

they are reinstated and their integrity is confirmed once all work is complete. The
recommended method of identification is to use a tagging label.
6.8.4 Control of Isolations
The Isolation Certificate (IC), cross-referenced to all relevant Permits to Work, shall be
the principal means of control once isolations are in place. The IC performs the
following functions:
 Identifies the plant concerned and the reasons for isolation.
 Authorizes isolation by disciplines.
 Records the complete list of isolations and valve tag numbers used for a
particular task.
 Confirms that the isolations have been effected.
 Authorizes any temporary de-isolations and isolations necessary for testing.
 Authorizes and records de-isolation on completion of the task.
The IC shall indicate or refer to a complete list of isolations and valve tag numbers. A
marked-up P&ID or other suitable drawing shall be attached to the IC, together with a
record of the Isolation Level 2 Risk Assessment where this is needed.
6.8.5 Boundary Isolations
Where an area of plant is isolated such that several activities can safely take place
within this common set of strategically placed isolation points then this can be termed
as a 'Boundary Isolation'. It shall be clearly identified that the isolation is appropriate
for all the individual tasks to be carried out against the Boundary Isolation. An
Isolation Certificate is raised and identified as Boundary Isolation and all individual
Permits to Work are cross-referenced to this Boundary Isolation.
If any of the proposed tasks requires a level of isolation or implementation of control

measures greater than that covered by the Boundary Isolation, then a separate
Isolation Certificate shall be raised for this task.
Thorough planning and preparation is essential when planning Boundary Isolation. A
team, including the PA, PI, and IA and any additional technical support required,
should be set up to properly review and agree the scope of a Boundary Isolation and
the tasks to be carried out.
Once work is in progress and subsequent Permits to Work are applied for within the
recognized framework of the Boundary Isolation, they can be added providing it
is clearly established that the existing isolation is appropriate for the task. However,
this should be avoided, if possible, and it is preferable to identify all activities
when the Boundary Isolation is being planned.
Entry to a confined space within a boundary requires separate Isolation, and

Entry (IC & CSE) Certificates shall be raised and the implementation of additional
security measures.
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If for any reason work, on a particular piece of plant within the Boundary needs to be
suspended (e.g. while awaiting spares), a separate isolation must be implemented and
an IC raised before the Boundary Isolation can be cancelled.
Where the de-isolation of boundary isolations is proposed, an isolation review team

that includes the PI and the IA ensures that all associated PTW have been closed.
Boundary Isolations shall not be removed until all applicable PTW have been closed.
They should also ensure that equipment within the boundary is in a safe condition.
6.8.6 Long Term Isolations
Long-term isolations (LTIs) are defined as those that no longer have work performed
against them. Each site shall maintain a detailed register of long-term isolations.
Long-term isolations shall be subject to two levels of review:

 A bi-monthly review of the register by Production Supervisor to check the status
of the isolations in place and whether they should be removed or replaced by a
plant modification.
 A monthly review by the Production Team Leader to physically check all the
isolation points to confirm their security and integrity.
Before any work is recommenced against a long-term isolation, a full integrity check of
the isolation shall be carried out.
6.8.7 Locked Open / Locked Closed Valves
For integrity reasons, certain process and drain valves shall be in the normally locked
open (LO) or locked closed (LC) position. It is vital that the position and security of
these valves is carefully controlled. It is important that these valves are in their correct
position after de-isolation where they have been part of isolation. If these valves are
moved from their normal position as part of isolation, then the subsequent return to
their normal position should be ensured through an isolation checklist.
It is also required to have updated list of LO/LC valves available in the control rooms.
6.8.8 Personal Isolations
Personal isolations are intended for short duration tasks of relatively low risk; for
example replacing pressure gauges, filters or small valves, or other such tasks where
the completion of an IC is considered to add no significant value in terms of risk
reduction. It shall be recorded on the PTW that Personal Isolation is authorized. The
rules for approval of a Personal Isolation are as follows:
The isolation is:

 Applied by the Performing Authority for the task (he may receive assistance from
others but he shall be present at all times when work is in progress).
 Applied for only the duration of the Performing Authority’s shift.
 The Performing Authority is competent to apply the required isolations.
An Isolation Certificate shall be raised whenever these conditions are broken.

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The same isolation standards apply to Personal isolations as to isolation under an IC.
This includes LoTo procedure.
Following guideline is recommended for considering Personal Isolation:
Personal Isolation Consideration Guideline

Is the Job of Short Duration?
Are the PA & IA roles performed by

the same competent person?
Is the shift of PI & IA same?
Is it a very low risk job?
Does the job require Level-2 TRA?
Does the job involve non-compliant

isolations?
Does the job require breaking of

containment?
Consider
Go For IC Personal
Isolation
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6.8.9 Testing Isolation Integrity
All isolations shall be tested and shown to be effective before containment is broken.
Typical valve isolation integrity tests for DBB and single valve isolations are described
in Appendix B. It is important that all bleeds (vents/drains) are checked free
from obstruction prior to testing. It is also important to realize that a bleed, which is
hard- piped to a closed drain or flare line, will provide single valve isolation only
from the drain/flare line (refer to Appendix B).
On completion of checking valve integrity, the bleed valve shall be monitored.
Isolation can only be considered to be of DBB standard if both valves qualify an

integrity test.
If zero pressure build-up is not achievable when checking integrity of a valved

isolation, then either additional isolation valves should be included or positive isolation
installed or a risk assessment carried out to determine if it is acceptable to proceed.
Once the IA is satisfied with the integrity of the valved isolation and that the system is
depressurized, drained, and rendered free from hydrocarbon fumes, vapors and
remnants of chemicals, sludge and other hazards; the IA shall provide such assurance
to PA and IA. Then, containment may be carefully broken to effect positive isolation.
All precautions, as identified in the risk assessment, shall be taken regarding
complying with the draining procedure including taking care of grounding to avoid
static charges, H2S, pyrophoric scale, low specific activity (LSA) scale, naturally
occurring radioactive materials (NORM) or hydrates etc.
6.8.10 Monitoring Isolation Integrity
The integrity of each isolation point shall be monitored at suitable intervals to detect
any actual leakage or deterioration in condition caused, for example, by
vibration or disturbance (or changing pressure upstream). This monitoring may
involve partial testing of valved isolations as suggested in Appendix B. The results of
any monitoring of isolation integrity shall be recorded and form part of the shift
handover.
6.9 Electrical Isolation
6.9.1 Requirement for Electrical Isolation
Electrical isolation is required when any person may come into contact with either
electrical conductors that have been charged electrically or get energized through any
other unguarded equipment that is driven by electrical motors, with exception of taking
measurements. This procedure does not need to be followed for instrument supplies at
voltages less than 50 Volt AC or DC. Isolation through switch or wire disconnection is
required for instrument supplies at voltages less than, 50 Volt AC or DC e.g., Battery
(24V) should be disconnected through switch or wire disconnection at Jet Pumps
or on any equipment before starting PM or CM jobs. While there may be negligible
personnel hazard at these voltages, personnel making such isolations are expected to
follow good working practice in both the method of isolation, and ensuring that no
hazard arises.
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Note: It is mandatory to remove the key from battery switch to ensure that no one
accidently starts the engine.
6.9.2 Isolation for Electrical Work
Electrical work is defined as any work that may result in access to potentially live
conductors. This shall also include non-electrical work near live conductors.
For adequate electrical isolation, the switch or other means of disconnection shall
have an isolating gap sufficient for the voltage levels present or likely to occur. (For
further details refer Appendix C). To prevent accidental or inadvertent re-energization,
adequate measures listed in Appendix C, shall be taken. A voltage test shall be carried
out after isolation to ensure that the contacts on all phases have been opened or
separated. Where the supply to the electrical equipment is controlled using a circuit
breaker or contactor, the circuit breaker or contactor shall be opened and steps taken
to prevent re-closure, e.g. withdraw control fuses, push stop buttons in etc. before
isolation is carried out.
An Isolation Tag shall be posted at each point of isolation.
6.9.3 Isolation for Mechanical Work
Refer to Appendix C for details.
Also ensure that there are no other interlocking systems or auto / emergency / standby
energization circuits which could start up the equipment from these alternate energy
sources.
6.9.4 Methods of Isolation
The methods of isolating electrical equipment are detailed in Appendix C.
The appropriate method must be used depending on the means of supply and the
work that is to be carried out.
6.10 Lockout / Tagout Device Requirements
Lockout locks and tagout tags should be as per following recommended specification.
 Lockout Locks shall be individually identified by a number, color-code, or similar

marking to identify the individual and/or Department/Team that installed the lock.
Lockout locks shall be used only for lockout purposes and shall be standardized
at each facility.
 The lockout locks and their keys shall be centrally deposited and maintained in
the Control room and shall be issued to the PI and PA for performing isolations.
These shall be returned to the control room upon completion of work and de-
isolation.
 A Master Key shall be held by the AA or his nominee who shall authorize its use
in case the original keys are misplaced or the person who placed the original
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lock is not available. The AA shall ensure that a near miss report is raised if a
master key gets lost.
 Lockout and Tagout devices should be durable and capable of withstanding the
environment to which they are exposed for the maximum period of time that
exposure is expected. It will be a good practice to have the devices oiled
periodically to ensure their durability.
 Tagout devices shall be constructed and printed so that exposure to weather
conditions or wet and damp locations will not cause the tag to deteriorate or the
message on the tag to become illegible.
 Tags should not deteriorate when used in corrosive environments such as areas
where acid and alkali chemicals are handled and stored.
 Tags shall be affixed to the lockout or isolation device by a means of a fastening
device (e.g., wire or cable ties etc.) and shall include a legend such as the
following:
o DANGER: DO NOT OPERATE

o DANGER: DO NOT START
o DANGER: DO NOT OPEN
o DANGER: DO NOT CLOSE
o DANGER: DO NOT ENERGIZE Etc.
6.11 Miscellaneous Energy Isolation Requirements
 Utility systems supplied to instruments (e.g., purge air, cooling water, and
hydraulic oil) should have isolation valves for each user.
 Motor operated valve actuators shall have isolation apparatus. The choice of
which isolation system to be used shall be based on operational requirements of
the system.
 Fiscal metering systems shall be capable of being isolated in the same way as
plant used for non-fiscal purposes.
 Air supply to individual instruments, both in the control panel and in the field,
shall be isolatable by a suitable block valve.
 Dual input filter regulators feeding instrument air to a pneumatic panel shall have
isolation upstream and downstream of each filter regulator set.
 All discrete electrical equipment (e.g., controllers, indicators, and enunciator
units) shall be individually isolatable.
 Each panel section or rack of equipment shall be isolatable.
7.0 OTHER ENERGY ISOLATION PROCESS REQUIREMENTS
7.1 Lockout and Tagout
 In process facilities, the “Operations Lock” shall be considered the “Control Lock”
and be the first lock on and the last lock off. Personnel working on isolated
equipment shall be protected by an Individual Lock in addition to the Control
Lock. In process facilities, there shall usually be a minimum of two locks on all
isolation locations - the Operations Control lock and the worker's Individual lock.
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 If more than one craft teams are performing different tasks on the same
equipment, then each team shall install their own Individual locks in addition to
the Operations Control lock.
 If an energy-isolating device is incapable of being locked out, some other means
equivalent to placing a lock shall be adopted, e.g., removing the handle from a
manual block valve or physically removing and taping off the output electrical
wires from a circuit breaker or removing the fuse etc.
 In addition, a tag shall be attached at all isolation points.
 Each person working on equipment shall ensure their own safety by keeping
their locks and tags on the energy source while working on equipment. The key
to such individual lock shall be held and controlled by the respective individuals.
7.2 Tagging of Isolation Points
Every valve, spade, switch, breaker etc. used in an isolation shall be marked with
correct type of tag.
When the isolation is removed, the tags shall also be removed.
The tag label is to identify the number of the Isolation Certificate authorizing
the isolation.
Each valve/switch etc. used as part of more than one Isolation Boundary is to have a
tag label for each Isolation Certificate. It is not necessary to fit additional physical
securing devices for each Isolation Certificate (except where this is required for
electrical isolations). All electrical isolation shall be secured by a minimum of two
locks.
7.3 Proving of Isolations
When isolation is complete, the Isolating Authorities shall prove that the area within the
isolation is fully isolated from pressure and electricity. This can normally be done by
checks at vent or by the checks to prove electrical equipment dead.
7.4 More than one Permit in an Isolation Boundary
If more than one Permit is to be worked on within the same isolation boundary, each
permit is to be recorded on the IC, and labels for each permit applied to the isolation
points. This will minimize the risk of isolation being removed before all work is
complete.
7.5 De-Isolation on Completion of Work
When work is complete, the PA shall inform the PI. The PI ensures that all relevant
PTWs have been closed, will then sign the Isolation Certificate to instruct the IAs to
carry out de-isolation.
The IAs shall:

1. Check the Permit Board to ensure that the removal of the isolation cannot
affect the isolation boundary for any other work.
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2. Carry out the de-isolation. If any of the valves or switches is part of another
isolation boundary, the tag for the current de-isolation is to be removed, but
other tags are to be left in place. The securing device shall not be
removed until all ICs on the valve/ switch have been signed for deisolation.
3. Remove the tags from the valves/ switches.
4. Sign the Isolation Certificate to confirm that the de-isolation is complete.
7.6 De-Isolation for Testing
When testing is required to confirm that the work is complete, de-isolation for testing is
allowed:
 All Permits associated with the IC are suspended.

 The PI gives authorization to “amend the isolation” by signing the relevant box on
the IC.
 The IA shall de-isolate and sign the relevant box of the “amend the isolation”
section of the IC.
 If a test shows that more work is needed, and the equipment is re-isolated, using
the “amend the isolation” section as above. The PTW is re-issued. If repeat tests
are required, a new PTW shall be issued and cross-referenced on the IC.
 If test is successful, PTW and IC closure can proceed.
7.7 Transfer of Isolations between Permits
If a Permit reaches the end of its Validity Period (after extension) and work is
to continue under a new Permit, the Isolations can be transferred between the Permits.
The old Permit is to be signed by the PI to show that de-isolation has not been done
and work is not complete.
The Isolation Certificate is then cross-referenced to the new Permit.
7.8 Long Term Isolations (LTI’s)
If work is completed or suspended beyond the Work Permits period of validity but the
work site requires the continued projection of the IC the following procedure shall
apply:
 Close the Work Permit indicating task incomplete.

 Attach the closed permit to the IC.
 Confirm the isolation standard is acceptable for an extended period of isolation.
 Place the IC on the Long Term Isolation File.
 The PI shall record the IC in the ‘long term isolation register’.
 The Lockout keys are retained by the PI and IA.
 Commence weekly review of requirement to retain IC as an LTI.
 Commence quarterly review of isolation integrity at worksite.
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7.8.1 When the work is to re-commence
 Remove the Long Term Isolation Certificate from the LTI display. Carry out a
review of the isolation at the worksite to confirm the integrity of the boundary for
the proposed work.
 Raise a new work permit and cross reference to the IC.
 Complete the work under the Permit to Work procedure.
7.9 Energy Isolation System Monitoring and Audit
There are two levels of audit, which should be carried out in relation to the Energy
Isolation system:
7.9.1 Entity Audit
The Entity shall review the safe system of energy isolation control in relation to the
guidelines in this document at least annually. This audit can also be made part of CoW
or PTW audit. This system compliance audit should cover the overall application of
the system to identify any shortfalls and remedial actions required. Particular emphasis
shall be given to equipment design and specifications to ensure provision for effective
isolations, security, tagging. Also number and frequency of non-compliant isolations
shall be analyzed and permanent engineering solutions developed and implemented
according to a plan.
Entity Audit shall be conducted annually and be initiated by HOO in consultation with
HSE Manager.
7.9.2 Field Personnel Audits
Field personnel should carry out audits of individual tasks covering both the Permit
and the Isolation per frequency defined in PTW Procedure (HSE-SFT-000-IN-PRO-
00007).
A Permit / Isolation audit shall be entered in KMI. The Area Authority shall endorse the
audit findings, and if deficiencies are found, may:
 Put corrective actions in place

 Propose improvements The AA shall ensure that gaps and lessons learnt
identified during audits are captured and entered in KMI.
Please note that the audit is a function of Isolation activity; if there is no isolation, the
audit shall be based on activities like checking of long term isolations, going through
Isolation register and reviewing previous certificates etc.
7.10 Isolation Register
An Isolation Register shall be maintained at all facilities for IC’s issued by the
Production team. Similar Isolation Registers shall be maintained by Construction,
Maintenance and other departments for the IC’s issued by these departments. The
details contained in the register, from the left hand side are:
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 Date
 Isolation Certificate Number
 Connected PTW Type and number
 Location
 Work Description
 Date and Time Cancelled
The register can be either electronic or conventional hard copy type.
8.0 TRAINING NEEDS ANALYSIS (TNA)
Designation Training Need Refresher Training Method Assurance

Required
All Field Team Thorough understanding When Reading and

Leaders (Manager of the EI procedure Procedure understanding the
Production, gets revised EI procedure Record of SOC/GCM
Manager Be clear about etc. conducted on EI
Maintenance, respective role and including LLD
Manager responsibilities as per PTW communication
Constructions etc.) Section 5 of EI and HITRA
/ Contract procedure Certification Each TL/CAM shall
Accountable sign a
Manager (CAM) / Be able to provide 8GSR & COW certificate(given
Contract Sponsor guidance to the below) that he/she
(CS) / Area teams/contractors on has read and
Authority implementing the understood the
procedure and clarify procedure and keep
any confusion a copy for verifiable
record
Operations/Mainten Thorough understanding When Reading the EI
ance/Construction of the EI procedure. Procedure procedure Record of completed
and other related gets revised Discussing with OJTs
Supervisors/team Be able to supervise the his/her TL or
members who isolations and de- Supervisor Record of Safe
supervise Energy isolations. Cards/Tool Box
Isolation process PTW and HITRA talks/GCM/LLD
Certification communication etc.
conducted on EI
8GSR & COW
Team members:
Supervisors are not
required to complete
the Process /
Mechanical OJT on
EI
Contractor Thorough understanding After every PTW and HITRA CAM/CS to ensure
Supervisors of the hazards and their two years Certification that the contractor
harnessing methods work force involved in
involving isolations/de- 8GSR & COW EI activities has the
isolations Certification required credentials.
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Process/Mechanica Thorough understanding When Reading the EI Supervisors/TLs to

l Isolation of the EI procedure Procedure procedure tag the IA as
Authorities especially all gets revised Discussing with ‘competent’ on
requirements of his/her TL or Energy Isolation
process/mechanical Supervisor
isolation/de-isolation.
8GSR & COW Record of completed
Be able to carry out Certification OJT(s)
isolations and de- PTW and HITRA
isolations as per EI Certification
procedure safely and Completing OJT on
successfully Isolation Authority
Process /
Should be fully Mechanical Energy
conversant with various Isolation
types of Engineering
drawings Completing specific
training for Isolating
Should be able to Authorities
prepare work packs for
EI
Electrical Isolation Thorough understanding When Reading the EI
Authorities of the EI procedure Procedure procedure Designated ECA to
especially all gets revised Discussing with tag the electrical IA
requirements of electrical his/her TL or as ‘competent’ on
isolation/de-isolation. Supervisor electrical side of
Energy Isolation on a
Be able to carry out 8GSR & COW prescribed format
isolations and de- Certification (given below)
isolations as per EI Record of completed
procedure safely and OJT(s)
successfully PTW and HITRA
Certification
Understanding of
relevant national & Completing OJT on
international standards, Electrical Isolation
e.g. stipulated in the Authority
Electricity Act 1910 and
the Electricity Rules, Completing specific
1937, pertaining to training for Isolating
Petroleum Operations Authorities
Fully conversant with

various types of
Engineering drawings
Able to prepare work

packs for EI
Electrical Thorough understanding When Record of
Competent and implications of the Procedure competence
Authority relevant electrical gets revised Evidence of assurance of
requirements, e.g. competence on Electrical IAs
regulations & codes etc. relevant electrical
and other requirements, regulations and
e.g. stipulated in the codes
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Electricity Act 1910 and

the Electricity Rules, Reading the EI
1937, pertaining to Procedure
Petroleum Operations &
Oil And Gas (Safety In 8GSR & COW
Drilling And Production) Certification
Regulations, 1974 etc.
Thorough understanding
of the EI Procedure. PTW and HITRA
Certification
Be able to conduct OJTs
for IAs as per EI
procedure
Be able to advise on
electrical isolation
queries conflicts
9.0 TRIGERRING MECHANISM
Trigger Action Responsibilities

Audit Internal checks of the operation of the As per Section 8.5 of
PTW to be performed as per PTW
Compliance Checklist
Assurance Assurance of PTW process to be HSE Manager, HSE Team
performed as per annual HSE Assurance Leaders & HSE Advisors
Plan
10.0 COMMUNICATION / ROLL OUT PLAN
Content of procedure is integrated in PTW Receiver/Issuer Authorisation Trainings.
11.0 HSE REQUIREMENTS
Not Applicable
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Self Assurance Certificate
I…………………………………………………………………………………………………
…………have thoroughly read and understood the Energy Isolation Procedure
on……………………………….
Electrical Isolation Authority Competence Assurance Certificate
I…………………………………………………………………… (Signature)…………….
In my capacity as Electrical Competent Authority (ECA) has

assessed…………………………………………………..
………………………………………………… (name & designation of electrical IA) on

…………………..(date)
I am fully satisfied that ………………………………………………… (name) is

Competent to carry out electrical isolations/de-isolations safely up
to………………(voltage limit) within UEP operation.
Methods used to assess the competence:

1……………………………….2……………………………….3 ……………………………
4 ……………………………….5 ……………………………….
(indicate minimum three out of five methods used in competence assessment)
(The TA shall ensure to keep a documentary proof such as work pack etc. of the
assessee)
Note: Assessment of IA Electrical shall include: details of power generation, level of

voltage, distribution, methods of isolations (disconnection, isolator etc.), layout of grounding
system, applicable regulations and codes etc.
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Appendix -A:
Guidance on Minimum Recommended Isolation Method
Fluid Type Operating Pressure
≤150 psig >150 psig <800 psig >800 psig
Process Fluids V=SVI V=SVI+B V=DBB+A

and Hazardous I=SVI+A I=DBB+B I=DBB+B
Utilities
Non-Hazardous V=SVI V=SVI+A V=SVI+B
Utilities I=SVI I=SVI+B I=SVI+B
Note: pipework, including instrument lines, of less than 20 mm, nominal bore can be treated
as for pressure of <150 psig
V Valving requirement to allow the installation of positive isolation (spades or blanks)
I Valving requirement to proceed with intrusive maintenance without positive
A isolation
B Use mandatory safeguard in list A
SVI Use mandatory safeguard in list B
DBB Single valve isolation
Double block and bleed
Mandatory Safeguards List A List B
Continuous gas monitoring (for hydrocarbons only) Yes Yes
Pressure build up (PBU) test on valve integrity Yes Yes
Regular monitoring of valve integrity Yes Yes
Control of prevent nearby work Yes Yes
Operation Technicians in attendance Yes Yes
Radio link to control room Yes
Contingency plan to contain leakage Yes
Locate back-up valves and Emergency Shut Down facilities Yes
Minimize task time Yes
Portable firefighting equipment available (for hydrocarbon only) Yes
Minimize possibility of plant disturbance Yes
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Appendix-B
Testing of Isolations
All isolations s h a l l be tested and shown to be effective before containment is broken.
Typical valve Isolations Integrity Tests for DBB and SVI are described below:
It is important to check that all bleeds (vents/drains) are free from obstruction before testing
– beware of any lines such as flare headers in which deposits may be present.
Note that a bleed, which is hard-piped to a closed drain or flare line, will provide SVI only
from the drain/flare line.
Once the PI is satisfied with the integrity of the valved isolation and that the system is
depressurized and drained, containment may be carefully broken, either to effect positive
isolation or to perform the required task.
The witnessed installation of positive isolation supplies additional security in those instances
where the positive isolation is untested. Along with the valved isolation used to effect the
positive isolation, this is normally acceptable for most confined space entry tasks. However,
for longer term positive isolations (e.g. a week or more), or where the valved isolation used
to effect the positive isolation needs to be removed for operational reasons, then integrity
testing of the positive isolation is required. This shall be done by service leak testing, or
formal leak testing of the joint, depending on the level of risk.
On completion of the task, de-isolation and re-commissioning of the system must

be performed with the same care as used during the isolation.
Removal of any blank flanges, reinstatement of removed pipe work, or swinging of spectacle
plates must be preceded by the integrity testing of the valved isolation. The valved isolation
may still be in place, or it may be necessary to re-effect and re-test the valved isolation, if it
was removed. Pressure or leak testing of the system shall be performed, as necessary.
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ADDITIONAL IMPORTANT NOTES:
(1) Valve de-isolation does not necessarily involve any opening or closing of the
valves; it may only require the removal of locking devices and/or other
immobilizing equipment. Particular care should be taken with electrically,
pneumatically or hydraulically operated valves, which may open or close on
reinstatement of the power source/medium.
(2) Some isolation shall require prior disconnection of ICCP/TR. Such requirements
shall be indicated prominently on the relevant IC and PTW. In De-isolation switching
ICCTP/TR on, will be the last action to be taken.
(3) Blinds, pressure indicators, etc. that are installed as part of the isolation shall
have the same pressure class as the pipes/equipment to which they are connected.
(4) When a mechanical or hydraulically expandable plug is used for pressure or leak
testing, the following requirements apply:
 Only plugs with double seals that allow for a pressure increase up to the
maximum operations pressure between the seals must be used. The plug
must have been leak tested up to this pressure before the work is started. It
must be possible to drain the chamber between the seals to the atmosphere
and to monitor the pressure in it.
 Work on a pipe plug must only be carried out by personnel who have been
trained and tagged competent in the use of this particular plug. There must be
a user manual/written procedure for the plug, and it shall be followed.
 The plug shall be secured mechanically using a wire or chain.
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B.1. DBB isolation integrity test (two valves)
B.1.1 General
Figure B.1 illustrates DBB isolation integrity test (two valves).
Figure B.1 - DBB isolation integrity test (two valves)
M1 M2
V1 V2 Break
B
Key:
V1 First (upstream) isolation valve from live system.
M1 Live side monitoring point (pressure gage or vent/drain).
V2 Second (downstream) isolation valve from live system.
M2 Monitoring point between valves and break point (pressure gage or
vent/drain).
B Bleed point between isolation valves.
P Process.
B.1.2 Isolation integrity test procedure
a. If possible, ensure that tappings at M1, M2, and B are not blocked and that
pressure gauges, if installed, are operating.
b. Close downstream valve V2 and secure in closed position.
c. Note pressure at monitoring points M1 and M2.
d. Vent/drain section of line to be broken into and monitor at M2 until pressure is
zero.
e. Close vent/drain at break point and monitor at M2 for at least 10 min. No
pressure buildup at M2 indicates integrity of downstream valve V2.
f. Close upstream valve V1 and secure in closed position.
g. Note pressure at M1 and B.
h. Vent/drain between V1 and V2 (B) and monitor at B until pressure is zero.
i. Close vent/drain (B) and monitor at M1 and B for at least 10 min. No pressure
buildup at B indicates integrity of upstream valve V1.
j. Continue monitoring isolation effectiveness by closing vent/drain (B) and
measuring pressure buildup or by another suitable monitoring methodology.
k. The two block valves are now closed and secured. Pressure buildup between
the two block valves needs to be regularly monitored to confirm isolation
condition. A suitable pressure gage may be fitted to the bleed to monitor
pressure.
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B.2. DBB isolation integrity test (double sealed, single valve)
B.2.1 General
Figure B.2 illustrates DBB isolation integrity test (double sealed, single valve).
Figure B.2 - DBB isolation integrity test (double sealed, single valve)
M1 Vent M2 Vent
Break
C
Key:
M1 Live (upstream) side monitoring point.
M2 Monitoring point between valve and break point (downstream).
C Cavity drains (between seals).
P Process.
a. If possible, ensure that tappings at M1, M2, and C are not blocked and that
pressure gauges, if installed, are operating.
b. Close isolation valve and secure in closed position.
c. Note pressure at M1, C (in cavity), and M2.
d. Vent/drain downstream section of line to be broken into and monitor pressure
at M2 until pressure is zero.
e. Close vent/drain at break point and monitor at M2 and C for at least 10 min.
No pressure buildup at M2 and no pressure falloff at C indicate integrity of
downstream seal.
f. Note pressure at M1 and C.
g. Vent/drain off fluid in cavity (between seals) and monitor at C until pressure is
zero.
h. Close cavity vent/drain (C) and monitor at M1 and C for at least 10 min. No
pressure buildup at C indicates integrity of upstream seal.
i. Continue monitoring isolation effectiveness by closing cavity vent/drain (C)
and measuring pressure buildup or by another suitable monitoring
methodology.
j. The double sealed, single block valve is now closed and secured. Pressure
buildup within the single body valve needs to be regularly monitored to
confirm isolation condition. A suitable pressure gage may be fitted to the
bleed to monitor pressure.
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B.3. Single valve isolation integrity test
B.3.1 General
Figure B.3 illustrates single valve isolation integrity test.
Figure B.3 - Single valve isolation integrity test
Vent Vent
M1 M2
Break
Key:
M1 Live (upstream) side monitoring point.
M2 Monitoring point between valve and break point (downstream).
P Process.
a. Ensure that tappings at M1 and M2 are not blocked and that pressure
gauges, if installed, are operating.
b. Close isolation valve and secure in closed position.
c. Note pressure at M1 and M2.
d. Vent/drain downstream section of line to be broken into and monitor at M2
until pressure is zero.
e. Close downstream vent/drain and monitor at M2 for at least 10 min. No
pressure buildup at M2 indicates integrity of single valve.
f. Continue monitoring isolation effectiveness by closing downstream vent/drain
valve and measuring pressure buildup or by another suitable monitoring
methodology.
g. The single isolation valve is now closed and secured. Any fluid passing
through the single valve seal would be monitored by means of mandatory
additional safeguards listed in Appendix A.
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Appendix-C
Methods of Isolating Electrical Equipment
General Guidelines:
For Voltages below 480
Rack out the circuit breaker from cubicle and apply LOTO. If locking device is not available
use Disconnect Method.
For Voltages 480-1000
DO NOT REFER C.1 Contact Electrical Competent Authority (ECA) for safe isolation
For Voltages above 1000

After proving circuit as dead, discharge stored energy by grounding stick.
DO NOT REFER C.1 Contact Electrical Competent Authority (ECA) for safe isolation
Means of Type of Work Method of Electrical Additional Order of

Supply Isolation Precautions Lockout
(Refer Appendix C.1 & C.2 for
below 480 Volts)
All Voltages Work requiring the Always Isolate by using lockout and
power cable to be tagout 1.IA
disconnected at (Electrical)
the equipment end
2. PA
Work on certified No apparatus - except intrinsically
electrical equip safe appliance - shall be opened in 1. IA
installed in hazardous a hazardous area until it has (Electrical)
area (all divisions) been made dead.
where covers are to 2. PA
be opened
Switch (Domestic Work not involving Turn isolator/switch to ‘off’ position. 1. PA
type) exposure to
conductors, i.e.
changing lamp
Work involving
exposure to
conductors, i.e.
changing light fitting
Plug and socket Mechanical Work Withdraw plug from the socket. 1. PA
Electrical Work Withdraw plug from socket. 1. PA
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Isolator All Switch to ‘off’ position, rackout and

lock off with padlock where
practicable.
Air Circuit Breaker, Mechanical Work and Rack out the circuit breaker from If padlocking the breaker
Oil Circuit Breaker, cubicle and apply LOTO. is not practicable 1. IA
Vacuum Circuit Single source below If locking device is not available use contact Electrical (Electrical)
Breaker, Vacuum 480 VAC Disconnect Method. Competent Authority 2. PA
Contactor. (ECA) for safe isolation
Check that motor will not start from

the field pushbutton and from the
DCS/PLC if equipped with remote
start.
Electrical Work and Rack out the circuit breaker from
source below cubicle and apply LOTO.
480 VAC If locking device is not available use
Disconnect Method.
Check that motor will not start from

the field pushbutton and from the
DCS/PLC if equipped with remote
start.
All work and source Rack out the circuit breaker from Contact Electrical
above 480 cubicle and apply LOTO. Competent Authority
VAC and below 1000 If locking device is not available use (ECA) for safe isolation
VAC Disconnect Method.
DO NOT REFER C.1
All work and source Rack out the circuit breaker from
above 1000 VAC cubicle and apply LOTO. Contact Electrical
If locking device is not available use Competent Authority
Disconnect Method. (ECA) for safe isolation
After proving circuit as dead,
discharge stored energy by
grounding stick.
DO NOT REFER C.1
Multiple All work Isolate if practicable or use Put a caution tag 1. IA
Sources Disconnect Method clearly stating that (Electrical)
multiple sources have 2. PA
been disconnected
inside
Generator All work Generators shall have their fuel and Fuel volume/driving 1. IA
starter valves (in case of pneumatic energy between shut- (Electrical)
starting system) locked and tagged off valve and 2. PA
in shut position. generator shall be bled
off completely.
Isolate generator by isolator/circuit
breaker to open position
Apply LOTO
Battery All Work Switch off and take out the key Keep the key secure 1. IA
where applicable, if not practicable, with IA (Electrical)
use Disconnect method. Make sure connections 2. PA
Isolate Battery charger through are not loose before de-
isolator where applicable. isolation.
Make sure that
connected load (such
as starting motor) is not
switched on.
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
UPS/UPS Batteries All Work Switch off the isolators of UPS and UPS ISOLATION 1. IA
battery charger. Apply LOTO JOBS NEEDS HIGHER (Electrical)
Ensure stored energy is completely LEVEL OF APPROVAL 2. PA
discharged and verified by testing. AND SPECIAL 3. PI
ATTENTION. PI TO
ENSURE THAT
SPECIAL
PROTOCOLS ARE
FOLLOWED
Before isolation, the IA
to ensure that system is
running on by-pass.
Transformer (up to All Work Isolate Secondary output first 1. IA

480 V) through isolator (Electrical)
Isolate Primary incomer though 2. PA
isolator
Discharge stored energy
Test to prove dead
Apply LOTO
Transformer All Work Isolate Secondary output first Contact Electrical
(480 and above) through isolator Competent Authority
Isolate Primary incomer though (ECA) for safe isolation
isolator
Discharge stored energy through
grounding stick
Test to prove dead
Apply LOTO
DO NOT REFER C.1
Key: PI Permit Issuer (Who can also be the AA)
PA Performing Authority
IA Isolating Authority
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
Appendix C.1
For following activities, OSHA has given exception to lockout requirements while maintaining
tagout requirement:
 Defeating/bypassing security.
 Working on equipment that can be unplugged.
 Changing of bulbs.
 Routine adjustment activities by operation that does not involve possibility of contact
with live circuit.
 Where adequate procedure exist to maintain protection to worker that is intended by
LOTO.
 When the energy isolating devices are not lockable, tagout may be used, provided
the employee complies with the provisions of the standard which require additional
training and more rigorous periodic inspections. (OSHA 1910.147 App A: Typical
minimal lockout procedures under standard CRF 29).
Appendix C.2
If circuit breaker has proper locking provision, normal LOTO procedure is sufficient and
should be followed.
If locking provision is not given, following steps shall be taken according to prevailing
condition by the electrical IA:
 Disconnect the cable/wire from down stream of the breaker and tag it.
 Disconnect the cable from down stream of the Magnetic contactor.
 If the cable size is bigger enough to disconnect easily from magnetic
contactor then remove the control fuses of magnetic contactor and keep them in a
box installed in MCC room/Control room for this purpose and apply LOTO on this
box.
 If working on upstream of the breaker, primary / upstream breaker must be off and
locked and tagged.
 Cable ends to be bolted together and connected to ground with in a JB or plastic
bag.
A voltage test shall be done before start working on electrically isolated equipment/feeder. A
test shall also be made after isolation using an appropriate test instrument to ensure that
contacts have been broken. The test instrument should be checked before and after the test
to ensure that it is functioning properly.
The electrical IA shall make sure that he does not use measuring device as testing device.
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
Appendix-D Energy Isolation Certificate
Isolation
Certificate-Sep-2019.xlsx
ISOLATION CERTIFICATE Certificate No:

Issance Date:
Time:
Location ___________________________________________________________________________________
Sheet of
Plant /System to be isolated___________________________________________________________________________________
Reason for isolation ____________________________________________________________________________________ Drawings attached
___________________________________________________________________________________ P & ID attached
Others (Specifiy)________________attached
Yes No Any special / specific requirements: Cross referenced documents

No.
Does the Is olation involve SCE, or ERV? (Permits, Certificates, Others)
If yes pleas e indicate ______________________________________________________________________________________
ISOLATION REQUEST
I, PI, declare that the above plant / system is in a safe condition for isolations to be made.
I request that the system be isolated in the following ways:
Valve Positive Electrical Other
Name, P.No.Certif No. & Sign of PI

Date: Time: Hrs.
Is olating Amendment to Isolation /Sanction to Test Is olating
DISCONNECTED
LOCK / TAG No.
Authority I, PI, authorize the following items to be Authority

INSERT YES/NO TO INDICATE MEANS OF (s ign each De-isolated / Isolated as initialed below. (s ign each
ISOLATION. USE ADDITIONAL SHEET(S) IF item ) Indicate I, Isolating Authority, certify that the following items have been De-isolated / Isolated as counter item ) Indicate
SPADED
CLOSED
LOCKED
OTHER
REQUIRED. date initiated below. date

OPEN
Is olated De I De I De I De I De-is olated

VALVE ISOLATION
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
POSITIVE ISOLATION
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
PI
IA (Proces s )
Is olating Amendment to Isolation//Sanction to Test Is olating
FUSE REMOVED
DISCONNECTED
LOCK / TAG No.
Authority Authority
PROVED DEAD
I, PI, authorize the following items to be

INSERT YES/NO TO INDICATE MEANS OF (s ign each De-isolated / Isolated as initialed below. (s ign each
EARTHED*
ISOLATED
ISOLATION. USE ADDITIONAL SHEET(S) IF item ) I, Isolating Authority, certify that the following items have been De-isolated / Isolated as counter item )
LOCKED
Indicate date Indicate date

OTHER
REQUIRED. initiated below.
Is olated De I De I De I De I De-is olated

ELECTRICAL ISOLATION * Record position of temporary earth in isolations list
PI
IA (Electrical)
PI
IA (Electrical)
PI
IA (Electrical)
PI
IA (Electrical)
PI
IA (Electrical)
PI
IA (Electrical)
Yes No ISOLATION CONFIRMATION
Does the Electrical Is olation require approval (in Isolation authority, confirm that the above isolations have been completed and verified.
cas e of deviation or other reas ons ) from
Electrical Competent Authority?
If yes provide details : Name, P.No.Certif No. & Sign of IA
Date _____________ Time Hrs .
CONSENT OF PERFORMING AUTHORITY DE-ISOLATION REQUEST
I, PA , am satisfied that above plant / system is in a safe condition for performing the job I, PI, declare that the work carried out under this certificate is COMPLETE, and all connected Permits to Work and Certificates
have been CLOSED. I request that the system to be de-isolated.
Name, P.No.Certif No. & Sign of PA Name, P.No.Certif No. & Sign of PI
Date: Time : Hrs . Date: Time: Hrs .
DE-ISOLATION CONFIRMATION Regis try of IC Clos ure
We, PA & IA declare that all is olations have been removed from the Sys tem Specified on this (a) Copies of IC and attached documentation returned to Control Room.
certificate. Normal operations may be s afely res umed. (b) IC Clos ed & plant normalized
Updated Permit Regis ter accordingly
Name, P.No.Certif No. & Sign of PA Name, P.No.Certif No. & Sign of IA Name, P.No.Certif No. & Sign of PI
Date : Time: Hrs . Date: Time: Hrs .
Long Term Isolation Control

All work has ceased on the isolated equipment / system. All permits and Certificates have been closed.
Reason for Long Term Isolation:
Estimated period before de -isolation / w ork restart: ___________________

I, PI, declare that the above plant / system (tick as required):
is in a safe condition for the anticipated Long Term of isolation
will require the following actions in order to be in a safe condition for the anticipated Long Term of Isolation (separate sheet can be attached):
Signed Name Date Hrs

Designation Time
Periodic Check at Worksite and Before Restarting Work or Re-instating Plant
Date Signed Date Signed
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
Appendix-E
The Use of Bleeds
A Double Block and Bleed isolation consists of closing two block valves in series with an
intermediate bleed valve led to a safe location. The bleed, in this arrangement, has two
primary functions to perform.
1. It allows Monitoring of the space between the two block valves.

Initially the bleed allows the Isolating Authority to ascertain the integrity of the outer
block valve, while establishing the isolation. Subsequently, the Performing Authority
can monitor the condition of the outer block valve while the work proceeds. See
Figure 1 Mandatory Safeguards.
2. It allows for the Control of pressure in the space between the two block valves.
Any leakage across the outer block valve can be diverted to a safe location through
the bleed. As a result, no pressure accumulates between the block valves that could
threaten the integrity of the inner block valve.
The safe location, to which the diverted fluid is led, may vary according to location and
circumstance. Open drain, closed drain, flare, or vent may satisfy the requirement in a
particular situation. Closing off the bleed with a low range pressure gauge and vent, in
conjunction with clear instructions regarding monitoring and bleed down, may provide a
solution on some occasions.
The provision of the bleed allows for accommodating a degree of leakage across the outer
block valve. However, no leakage is acceptable across the inner block valve.
An acceptable leakage rate across the outer block valve must be determined locally.
Factors governing this determination could include:
 volume between block valves

 Nature of fluid
 Pressure Build Up rate (PBU) with bleed closed
 Pressure Fall Off rate (PFO) with bleed open
However, the primary factor remains, with the two block valves closed, and the bleed open,
NO PRESSURE ACCUMULATION SHOULD OCCUR BETWEEN THE BLOCK VALVES.
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
GOLDEN RULE OF SAFETY ON ENERGY ISOLATION
Whenever plant or equipment is removed from service (to carry out any work related to
repair, maintenance, modification, replacement, etc) all sources of related energy shall be
securely isolated to eliminate or minimize the risk of fatalities, injuries and incidents arising
from the uncontrolled release of energy or hazardous materials.
REQUIREMENTS
Safe isolation and reinstatement of plant and equipment should use a risk-based
process to determine the appropriate method and level of isolation. This shall include,
but not be limited to:
 There is a written process for the control of plant and equipment isolation and
reinstatement.
 All personnel with assigned responsibilities for the control of plant and equipment
isolation and reinstatement are suitably trained and competent to carry out those
responsibilities.
 Plant and equipment isolation requirements are identified during the work
planning phase and appropriate risk assessment conducted to identify hazards
and recommend controls for the implementation, security, monitoring and testing
of energy isolation as well as for its safe de-isolation and reinstatement of plant
and equipment including temporary engineering and operating changes,
emergency procedures, personal protective equipment, etc.
 The highest quality of isolation which is reasonably practicable is applied to every
isolation.
 Isolations which do not meet the minimum requirements are subjected to a level-
2 risk assessment before approval by appropriate authority based on acceptable
level of residual risks.
 All isolations and de-isolations are approved, implemented and recorded by
suitably trained, competent and authorized personnel with specific procedures for
communication and transfer of responsibilities between shifts, different
workgroups or different areas / facilities affected.
 All isolations are protected by a system of locks and tags.
 Stored energy is safely discharged by a responsible person and tested to confirm
the plant and equipment are at zero state of energy.
 Isolation effectiveness is tested and periodically monitored to ensure continued
effectiveness during the entire duration of work.
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
Appendix-F
Energy Isolation Procedure Audit Checklist
ENERGY ISOLATION PROCEDURE AUDIT CHECKLIST
S. Status
Description Remarks
No. (Yes/No)
1. Is the current version of EI Procedure available?
Is the auditee aware of his roles and responsibilities defined in

2.
the EI Procedure?
Is the auditee aware of roles responsibilities other people

3.
defined in the EI procedure?
4. Has the auditee’s team completed required OJTs?
Does the auditee understand the importance and reason to

5. identify and effectively isolate all sources of energy are before
commencing any work?
Are methods of isolation and discharge of stored energy
6.
agreed and executed by a competent persons?
Is the system to have Two Isolating Authorities (Electrical &

7.
Process) established?
8. Is system of locks and tags utilized at the isolation points?
Is the isolation tested and verified for effectiveness before

9. commencing work and monitored periodically thereafter to
ensure continued effectiveness?
Are all isolations / de-isolations recorded on the Isolation
10.
Certificate which is cross-referenced on the related PTW(s)?
Where common isolation boundaries apply to more than one
11. PTW, are these are cross-referenced on all the related PTW
and de-isolated only when all related PTW have been closed?
Is the method, quality and level of isolation control appropriate
12. to the level of risk and the nature of work. (e.g.. Single Valve
isolation, Double block and bleed or positive isolation)?
Are non-compliant isolations are appropriately assessed before
13.
being approval by the Area Authority?
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
Are Lockout and Tagout (LOTO) devices distinctly identifiable

and durable and capable of withstanding the environment to
14.
which they are exposed for the maximum period of time that
exposure is expected?
15. Is understanding of 'Personal Isolation' adequate?
16. Is understanding of 'Long Term Isolation' adequate?
17. Is understanding of 'Boundary Term Isolation' adequate?
Is List of Noncompliant isolations available with Area Authority

18.
with prioritized plan to replace them with compliant isolations?
Does the auditee understand the criteria by virtue of which one

19.
persons can play two roles? (e.g. PA can be Electrical IA etc.)
Is the auditee aware of Precautions when Breaking
20. Containment?
21. Is the list of Locked Open / Locked Closed Valves available?
22. Are LO/LC and ER valves indicated on P&IDs?
Does the auditee understand the reason for suspending all

23. PTW associated with the IC when de-isolation for testing is
done?
Is the process of seeking exceptions (e.g. doing SVI above

24.
150 pisg) well understood?
Is the Long Term Isolation Register audited and signed by

25.
approved authorities per required frequency?
26. Is the Entity Audit conducted annually?
HSE-SFT-000-IN-
PRO-00005-01
Rev. No.
01
Appendix-G Master Isolation Control Sheet
MASTER ISOLATION - CONTROL SHEET
Section 1 - Details of System under Master Isolation
Location / Ins tallation: Mas ter Is olation Certificate No.:
Sys tem :
As s ociated Drawing No.s :
Ves s el / Equipm ent:
Section 2 - Work Associated with Master Isolation

Perm it and Certificate No.s :
De-is olate
Hot Work Cold Work Is olation Date Date
Job No.: Des cription for Tes t Com m ents
Perm it Perm it Certificate Opened Clos ed
Certificate
HSE-SFT-000-IN-
PRO-00005-01

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United Energy Pakistan Limited

Document No. Revision No. Issue Date

Next Review Date:

Sponsored by: Endorsed by: Approved by:

Nasir Zaman Muhammad Ikhlas

Bilal Ahmed Khan

Aftab Memon Amjad Shaikh Muhammad Ibrahim

Sr. Rev. Rev. Page Section

11 01 Nov, 19 48 Apndx -D Tweaked Isolation Certificate

12 01 Nov, 19 53 Apndx -G Master Isolation Control Sheet included

DOCUMENT DISTRIBUTION LIST

1. All Team Leaders

2.0 PURPOSE AND SCOPE 4

3.0 LINKAGE WITH OTHER UEP PROCEDURES, DOCUMENTS & STANDARDS 5

5.0 ROLES AND RESPONSIBILITIES 7

6.0 ENERGY ISOLATION POLICY AND PROCESS 14

7.0 OTHER ENERGY ISOLATION PROCESS REQUIREMENTS 30

8.0 TRAINING NEED ANALYSIS (TNA) 34

9.0 TRIGERRING MECHANISM 36

10.0 COMMUNICATION / ROLL OUT PLAN 36

11.0 HSE REQUIREMENTS 36

Appendix-A Guidance on Minimum Recommended Isolation Method 38

Appendix-B Testing of Isolations 39

Appendix-C Methods of Isolating Electrical Equipment 44

Appendix-D Energy Isolation Certificate 48

Appendix-E The Use of Bleeds 49

Appendix-F Energy Isolation Procedure Audit Checklist 51

Appendix-G Master Isolation Control Sheet 53

2.0 PURPOSE AND SCOPE

This procedure is NOT applicable to:

 Work on cord/plug connected electrical equipment whose electrical power may

3.0 LINKAGE WITH OTHER UEP PROCEDURES, DOCUMENTS AND STANDARDS

1. Permit to Work Procedure (HSE-SFT-000-IN-PRO-00007)

The following definitions shall assist in the understanding of this procedure:

Isolation Tag A prominent warning device - such as a tag and a means of

Valved Isolation An isolation that is effected by operating certain valve(s).

5.0 ROLES AND RESPONSIBILITIES

5.0.1 RACI Tables (Functional)

5 Maintain Master Control Sheet - - - A - I

5.0.2 RACI Table (Procedural)

Sr. Process Requirements

Appoint Electrical Competent

Advice on Electrical Isolations &

RACI stands For Responsibility, Accountability, Consult and Inform.

5.1 Head of Operations

 Assign responsibility of ‘Electrical Competent Authority’ to competent person(s)

5.2 Area Authority (AA)

The AA shall make sure:

5.3 First Line Leaders (FLL)

Production Supervisor, Maintenance Team Leaders, Maintenance Supervisors,

5.4 Permit Issuer (PI)

 Control the implementation of the isolation and subsequent de-isolation.

5.5 Permit Receiver (PR) and Performing Authority (PA)

A PA, in context of EI, shall:

o system to be worked on has been completely isolated, depressurized,

5.6 Isolating / De-isolating Authority (IA)