OSHA Compliance Pack: Lockout/Tagout & Permit-Required Confined Space Entry — Rewrite Your LOTO Procedures and Contractor Onboarding Checklists to Meet 1910.147 and 1910.146
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OSHA Compliance Pack: Lockout/Tagout & Permit-Required Confined Space Entry

Rewrite Your LOTO Procedures and Contractor Onboarding Checklists to Meet 1910.147 and 1910.146

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What is inside

  1. How to Use This Pack3
  2. Part I: How to Rewrite Your LOTO Procedures Under OSHA 1910.1477
  3. When 1910.147 Applies — and When It Doesn't9
  4. Building Your Machine Inventory and Energy Source Map13
  5. Writing Machine-Specific Procedures That Pass Review19
  6. Training, Periodic Inspection, and Group Lockout27
  7. LOTO Procedure Template and Self-Audit Checklist33
  8. Part II: Contractor Onboarding — OSHA Permit-Required Confined Space Entry Checklist39
  9. Classifying Spaces and Host-Employer Communication41
  10. The Contractor Onboarding Checklist, Step by Step47
  11. Permits, Atmospheric Testing, and Rescue Arrangements53
  12. Multi-Employer Responsibilities and the Documentation Trail59
  13. Appendix: Forms, Logs, and Sign-Off Sheets63
  14. Index67

Sample pages

  • OSHA Compliance Pack: Lockout/Tagout & Permit-Required Confined Space Entry — pages 1
  • OSHA Compliance Pack: Lockout/Tagout & Permit-Required Confined Space Entry — pages 2

Overview

Hazardous energy control and confined space entry consistently rank among OSHA's most frequently cited standards — and among the most expensive mistakes a facility can make. This compliance pack brings together two of our most practical guides into a single, audit-ready resource for safety managers, maintenance leads, and EHS teams. In Part I, you'll learn how to rewrite your lockout/tagout procedures to align with 29 CFR 1910.147: building a machine inventory, identifying every energy source, drafting machine-specific procedures, and running the periodic inspections OSHA expects. Part II shifts the focus to contractors — the workers most often exposed to permit-required confined spaces with the least site knowledge. You'll get a step-by-step onboarding checklist covering space classification, host-employer communication, permit systems, atmospheric testing, and rescue arrangements under 1910.146. Together, the two guides close the loop between the equipment your own teams service and the outside crews you bring on site. Every chapter pairs plain-language explanations with editable templates, checklists, and sign-off forms you can put to work the same week. Whether you're preparing for an inspection, recovering from a citation, or simply tightening a program that has grown by accretion, this pack gives you the structure, the documentation trail, and the confidence to demonstrate compliance — not just claim it.

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Where the material comes from

We do not reproduce paywalled standards. Everything on this site is derived from material that is legally redistributable, and every article lists its sources.

  • ISO International Organization for Standardization
  • ASTM ASTM International
  • EU European Union legislation
  • EUR-Lex Official Journal of the European Union
  • NIST National Institute of Standards and Technology

Each article carries a licencing badge for every source it uses: public domain, CC BY, government open data, or official abstract only.

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