4000-ZSD-SMSAFESA-010979 1 of 76 Revision: 4 Next Revision Date: 11/12/2025

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4000-ZSD-SMSAFESA-010979 1 of 76 Revision: 4 Next Revision Date: 11/12/2025 Hazardous Energy Control Standard – Sarnia Refinery Hazardous Energy Control Standard Sarnia Refinery Document Owner: Manager, EH&S Document Contact: Safety Advisor LIVELINK # 4000-ZSD-SMSAFESA-010979 1 of 76 Revision: 4 Next Revision Date: 11/12/2025 The current version of this approved document is kept online. Printed and digital copies are uncontrolled. Printed On: 02/16/2021 08:57 AM Hazardous Energy Control Standard – Sarnia Refinery Summary of Changes This Summary shows: All changes from last approved and published document The location within the document where the changes have been made REVISION LOG Date Revision Section Comment Editor 2/12/2021 4 2.1.2 Added requirements when using control valves, T. Free chop valves and relief valves as an energy isolating device. E-2020-000032047/A-2020-000017609. 4.23 Updated document name. The Use of Pipe T. Free Plugs – Isolation, Hydrostatic Test, Nozzle Test 17.1 Standard has been revised and is now the Specialty Mechanical Isolation Standard. 11.2.1 Updated roles and responsibilities of the TA T. Free Approval Committee. T. Seguin 13.3 Updated wording to clarify where the Test in T. Free Progress tags are to be hung. 16.1.3 Added Operations Refresher WBT course to T. Free list of reference material. 17.6 06/26/2020 3 4.1.2 Updated wording to improve clarity based on T. Free feedback from operations. 4.1.3 Added additional information regarding EIPs T. Free that require a pressure relief device to be isolated. Critical System Defeat Process to be followed. E-2018-000020263 6.4.1 Added requirement during the TA planning T. Free process to ensure the individual EIPs have been reviewed to identify valves that may be replaced as part of a piping package. Added flexibility to track bull plugs that have been removed during unit shutdowns, turnarounds and modular outages to align with current practices. LIVELINK # 4000-ZSD-SMSAFESA-010979 2 of 76 Revision: 4 Next Revision Date: 11/12/2025 The current version of this approved document is kept online. Printed and digital copies are uncontrolled. Printed On: 02/16/2021 08:57 AM Hazardous Energy Control Standard – Sarnia Refinery 6.5.4 Deleted section. The requirement to list the T. Free vents and bleeds used to prove depressurization is identified in section 6.1.3 and 6.2.1. 8.4.2 Added additional means to prove vents and T. Free bleeds are clear by using non-obstructed fluid flow through vent and bleed of an appropriate medium, etc. 06/29/2020 2 4.1.2 Added new section that the use of vents, bleeds S. Lee and open ended systems for verifying zero energy may not be accurately representative due to the potential for trapped energy or residual fluid. 4.1.3 Added additional information in the Special S. Lee Isolation Requirements for the specific example of a manometer tube configuration related to safing a heater. Refer to E-2019-000022808. Added to include re-verification of the EIP before any maintenance activities commence. 5.2.3 Added new steps to the Individual Lockout by T. Free Operations section which requires each individual working on the equipment to apply a Personnel Lock to the EID after Operations has provided isolation and verified de-energization. 6.1.2 Added reference to the Operator Log Tool S. Lee (OLT) “Forms” Module to create and store 6.1.4 electronic EIPs. 6.3.1 14.3.1 6.5.4 Added new section on changing status/location T. Free of vent/bleed valves. 8.3.3 Added reference of new Pigging Guideline S. Lee (under development). 8.4 Changed title of section and definition to T. Free reference zero energy verification of all 8.4.1 hazardous energy not only electrical. 8.4.1 Removed from 1. c. “On Page 2 of the EIP S. Lee Form.” On long EIPs (more than 14 devices), LIVELINK # 4000-ZSD-SMSAFESA-010979 3 of 76 Revision: 4 Next Revision Date: 11/12/2025 The current version of this approved document is kept online. Printed and digital copies are uncontrolled. Printed On: 02/16/2021 08:57 AM Hazardous Energy Control Standard – Sarnia Refinery the zero energy section could be longer than 2 pages on OLT generated EIPs. 8.4.2 Added requirement to use mechanical devices T. Free to prove vents and bleeds are clear. 9.6.1 Added requirement to use break here tags T. Free during TA Status on specific equipment. 10/25/2019 1 17.3 Added a hyperlink to Worker Initial Form S. Lee 01/16/2019 0 All Combined the Turnaround Hazardous Energy S. Lee Control Manual Revision 4 and Hazardous Energy Control Manual Revision 5 into one new standard. New formatted style. Incorporated Zero Electrical Energy Verification Process. Developed workflow processes for the Complex Group Lockout Method. LIVELINK # 4000-ZSD-SMSAFESA-010979 4 of 76 Revision: 4 Next Revision Date: 11/12/2025 The current version of this approved document is kept online. Printed and digital copies are uncontrolled. Printed On: 02/16/2021 08:57 AM Hazardous Energy Control Standard – Sarnia Refinery Contents Summary of Changes ................................................................................................................................... 2 Contents ........................................................................................................................................................ 5 1 About this Standard ................................................................................................................................ 8 Purpose ......................................................................................................................................... 8 Scope ............................................................................................................................................ 8 Exceptions .................................................................................................................................... 9 Target Audience.......................................................................................................................... 10 Conformance Expectations ......................................................................................................... 10 2 Energy Isolation Methods ..................................................................................................................... 11 Introduction ................................................................................................................................. 11 Individual Lockout Method .......................................................................................................... 13 Complex Group Lockout Method ................................................................................................ 15 3 Locks and Tags for Energy Isolating Devices ...................................................................................... 16 Introduction ................................................................................................................................. 16 Locks ........................................................................................................................................... 16 Tags ............................................................................................................................................ 21 Energy Isolation Plan Boards ..................................................................................................... 25 4 Process Isolation Methods for Developing an Energy Isolation Plan ................................................... 26 Introduction ................................................................................................................................. 26 Process Isolations ....................................................................................................................... 28 Cross Zone Isolations ................................................................................................................. 32 Outside Refinery Process Isolations ........................................................................................... 33 Electrical Isolations ..................................................................................................................... 34 5 Hazardous Energy Control Process Workflows ................................................................................... 36 Introduction ................................................................................................................................. 36 Individual Lockout Method Process Workflow ............................................................................ 37 Complex Group Lockout Method Process Workflow .................................................................. 39 6 Energy Isolation Plan Preparation ........................................................................................................ 40 Introduction ................................................................................................................................. 40 Roles and Responsibilities .......................................................................................................... 41 EIP Preparation for Normal Operations ...................................................................................... 41 EIP Preparation for Unit Shutdowns, Turnarounds or Modular Outages ................................... 42 Changes to the Energy Isolation Plan ........................................................................................ 44 LIVELINK # 4000-ZSD-SMSAFESA-010979 5 of 76 Revision: 4 Next Revision
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