Health & Safety Project

Equipment-Specific Lockout Tagout (LOTO) Procedures

Leading American Bakery Company

Solution Overview


Leading American Food & Beverage Manufacturing Company

Business Challenge:

  • The client suspected that its LOTO programs and processes were outdated and might not provide adequate protection for workers.


  • Apex performed gap assessments and developed and implemented safety LOTO procedures within four bakery facilities.


  • Apex provided hundreds of machine‑specific LOTO procedures and trained maintenance personnel to verify accuracy and bring equipment to a zero‑energy state.


Bakeries and food production facilities require specialized equipment and machinery that is often complex and prone to malfunction. With hundreds of different pieces of machinery across its facilities, the client suspected that it did not have comprehensive written procedures, policies and training in place for all its equipment. The client wanted to address this challenge a proactive manner.


The Apex Companies project team developed and implemented LOTO procedures throughout four bakery facilities and reviewed hundreds of pieces of machinery and equipment. The OSHA standard for The Control of Hazardous Energy (Lockout/Tagout), Title 29 Code of Federal Regulations (CFR) Part 1910.147, practices and procedures were used to disable machinery, thereby preventing the release of hazardous energy.

The Apex project team measured for controlling hazardous energies—electrical, mechanical, hydraulic, pneumatic, chemical, thermal, and other energy sources. Safety measures were implemented during the servicing and maintenance of machines and equipment, to limit any unexpected startup or release of stored energy that could result in serious injury.

During the project implementation there were limited to no disruptions made to the operations. In addition, the Apex team provided the bakery facility personnel with a LOTO safety training.


Apex provided hundreds of machine-specific LOTO procedures and trained maintenance personnel to verify accuracy and bring equipment to a zero-energy state without disrupting regular business operations, resulting in an improved safety culture and zero adverse production impacts.

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