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Energy & Utilities
Access energy and utilities templates and training courses built for field service work, electrical safety checks, and site inspections. Help your teams stay compliant, keep assets reliable, and manage critical work across generation, transmission, and facility environments.
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Safety Management System Audit Checklist Part 1
Use this Part 1 Safety Management System audit checklist to review core elements of a robust SMS at the worksite. It covers emergency response planning, pre job and task hazard assessments, worker and subcontractor orientation, daily toolbox meetings, behavior based observations, safe work practices and procedures, subcontractor reviews, routine inspections, incident reporting and investigation, competency based training, weekly and monthly safety meetings, health and safety committee activities, and continuous improvement. Ideal for energy and utilities or industrial projects seeking to measure compliance and readiness against internal standards and Certificate of Recognition benchmarks.
by Bret Humphrey, from the CommunityDownloads: 40+Get - Template
MEC JOB BRIEFING
This document is a detailed job briefing and safety assessment form used by MEC (Macon Electric Cooperative) for electrical work operations. It includes sections for crew assignments, work order details, task codes, voltage assessments, and substation locations. The form features a comprehensive hazard assessment matrix covering various risk factors like equipment usage, environmental conditions, and structural concerns. It also includes important safety protocols such as proper PPE requirements, grounding procedures, and OSHA compliance checks. The document ensures thorough communication of work procedures and potential hazards among team members, with specific attention to energy source controls and safety measures. Multiple signature lines are provided for accountability and verification of the briefing completion.
by Dan Ulhorn, from the CommunityDownloads: 40+Get - Template
Switchboard Risk Audit Checklist (Version 4.0)
Use this Switchboard Risk Audit v4.0 checklist to assess the condition and safety of electrical distribution boards. Record inspection details, capture photos, and verify cleanliness, installation, and compliant labelling. Check insulation and earthing integrity, RCD requirements and test results, and perform thermographic scans where needed. Log supply readings and phase balance, evaluate busbar and component condition, and review auxiliary equipment such as timers and emergency lighting test switches. Rate board condition and spare capacity, then sign off with technician details.
by Geoff Lane, from the CommunityDownloads: 40+Get - Template
Boiler, Steam System and Steam User Audit
This audit tool has been developed to assist clients manage their plant for Safety, Efficiency and Serviceability.
by Owen Brischke, from the CommunityDownloads: 40+Get - Template
Powercor Plant and Equipment Audit Checklist
This comprehensive audit checklist supports Vemco Group and Powercor crews performing vegetation management in electrical environments. It covers vehicle and plant readiness, worksite hazard management, PPE, manual handling, safe approach distances to LV/HV conductors, chainsaw use, climbing, tree felling, live line vegetation removal, environmental controls, herbicide handling, dangerous goods, traffic management, fire prevention, EWP and chipper checks, heavy plant operation, and site reinstatement.
by Alex Miller, from the CommunityDownloads: 40+Get - Template
HotWork Permit
This document outlines a comprehensive hot work permit system designed to ensure safety during operations involving heat, flames, or spark-producing equipment. It includes detailed sections on permit information, equipment specifications, work descriptions, and special safety precautions. The template covers crucial safety aspects including atmospheric testing requirements, personal protective equipment needs, fire prevention measures, and emergency procedures. It emphasizes the importance of pre-job safety meetings, proper isolation of energy sources, and environmental hazard assessments. The permit requires multiple authorized signatures and includes specific requirements for fire watch, atmospheric monitoring, and protective measures. This standardized format helps organizations maintain compliance with safety regulations while protecting personnel and facilities during hot work operations.
by Haroeel Godinez, from the CommunityDownloads: 40+Get - Template
Auditoria HSE para Site em Operacao
Modelo de checklist para auditoria HSE em sites em operacao com foco em eficiencia energetica. Inclui verificacoes de avaliacao de riscos, contratados, resposta a emergencia, sinalizacao, controle de substancias perigosas, limpeza e organizacao, EPI, ferramentas e equipamentos, trabalho em altura, movimentacao manual e eletricidade. Ideal para padronizar inspecoes, registrar evidencias e reforcar conformidade e seguranca.
by Gabriela Araujo, from the CommunityDownloads: 40+Get - Template
INTERFLOW - Sewer Manhole Condition and ASCON Checklist
Workplace observation/ inspection and audit used to validate INTERFLOWS workplace culture and compliance
by Troy Dawson, from the CommunityDownloads: 40+Get - Template
Power Factor Correction Audit Checklist
Use this Power Factor Correction (PFC) audit checklist to assess the condition and safety of PFC units. Record part and PRO numbers, capture photos (doors closed and open), check for overheating, and verify that copper links, contactors, and fuse bases are replaced when heat-damaged. Document replaced items with photos, add site inspection notes, confirm satisfactory results, and obtain site contact name and signature to support safe, efficient electrical performance.
by Bilal Dabboucy, from the CommunityDownloads: 40+Get - Template
Carroll White REMC Monthly Personal Tool Inspection
Use this monthly checklist to inspect lineman personal tools and PPE for electric utility work. Verify Buckingham body belts and pole straps, fall restraint systems, full body harnesses and shock absorbing lanyards, climbers and gaffs, rubber gloves and sleeves with test dates, safety glasses, hard hats, hearing protection, and tool bags with essential hand tools. Capture comments and auditor signature to document compliance and readiness for field work.
by Alicia Hanawalt, from the CommunityDownloads: 40+Get - Template
Relatório de Inspeção para Metas Individuais
Este relatório de inspeção ajuda equipes operacionais a avaliar estações de medição, cobrindo placas informativas, acessos, pintura e corrosão, etiquetas de calibração e prazos, lacres, vazamentos, manômetros, medidor e nível de óleo, sistema de aterramento, computador de vazão e painel solar, além de verificações elétricas e limpeza. Inclui campos para local, auditor, data e assinaturas.
by Marcelo Flávio Barbosa da Silva, from the CommunityDownloads: 40+Get - Template
SPC Site Standards Audit - Sewage Treatment Plants
A detailed framework for conducting comprehensive site standards audits across various facility aspects. The guide covers essential areas including site security, grounds maintenance, signage evaluation, kiosk conditions, plant operations, sampling procedures, and PPE requirements. Each section contains specific assessment criteria, scoring guidelines (1-5 scale), and provisions for photographic documentation of both concerns and best practices. The audit tool ensures thorough evaluation of facility conditions, safety compliance, and operational efficiency while maintaining detailed records for management review and improvement tracking. Designed for facility managers and safety officers, this systematic approach helps maintain high operational standards and identify areas requiring attention.
by Kate Chant, from the CommunityDownloads: 40+Get - Template
Commissioning Report JSG V1 SunGiga Battery System
This commissioning report template is designed for SunGiga battery energy storage systems. It guides teams through cold and hot commissioning, including enclosure and connection checks, clearances, connector integrity, cooling system inspection, torque verification, fuse and SPD status, thermostat and fan checks, and grounding continuity. It covers energisation steps, internal and client networking, IP setup for SCU, PCS, and BMU, software upgrades, chiller settings, protection tests for smoke and heat sensors, EMS visibility and control, functional testing, emergency stop, and final confirmation with signatures.
by Sergio Molla, from the CommunityDownloads: 40+Get
Ready-to-use safety and quality resources for energy and utilities teams
Keep energy and utilities teams moving with faster access to safety and quality resources that work in the real world. SafetyCulture’s Content Library is a practical online hub offering energy and utilities templates and training courses, giving leaders easy access to proven tools their teams can use on-site. It helps standardize work without starting from scratch.
Why digital resources matter
Using shared digital content supports energy and utilities digital transformation by keeping standards consistent across every site. With energy and utilities field service management in mind, these resources cut paperwork and reduce delays, so teams can spend more time identifying risks and less time chasing updates. Everyone works from the same current version, supporting reliable solutions and clearer accountability.
Here’s how teams use the Content Library to get results faster:
Identify electrical risks early with an inspection report to reduce hazards before they escalate.
Maintain safe operations using a maintenance checklist to cut outages and protect long-term asset reliability.
Ensure site readiness with a survey checklist that reduces rework and supports safer solar installations.
At its core, the Content Library exists to help energy and utilities teams work faster, stay aligned, and maintain strong safety and quality standards at scale.