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Energy & Utilities
Discover easy-to-use Energy and Utilities templates and training courses for daily inspections, log and test, equipment maintenance, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Energy and Utilities industry with confidence.
TemplatePetrol Station Competent Person's & Contractors Audit - Petrol Delivery
Use this Petrol Station Competent Person's & Contractors Audit - Petrol Delivery template designed to ensure compliance, enhance efficiency and promote safety in your operations.
by SafetyCultureDownloads: 30+Get- Template
Site Establishment Audit
This site establishment audit helps water utility and infrastructure contractors set up safe, compliant construction sites. It guides verification of worker certifications and plant operator competency, confirms site security and controlled access, and checks amenities such as drinking water, toilets, and shelter. The checklist covers emergency preparedness and first aid, hazardous materials and underground services checks, signage and PPE requirements, incident registers and notification forms, and thorough site inductions. It also reviews health and safety representation, project safety planning, and the use of JSAs to control risk. Designed for Gippsland Water projects, it is adaptable to similar utility works.
by James Pither, from the CommunityDownloads: 30+Get - Template
Silcar pre cyclone season MEPP and PEPP checklist
A detailed inspection checklist designed for conducting thorough audits of generator plants and mobile equipment. The document covers essential aspects including alternator specifications, engine details, plant service history, battery systems, fuel management, and operational metrics. It includes comprehensive compliance checks for generator condition, output performance, safety features, and mobility requirements. The checklist ensures proper documentation of plant security, roadworthiness, and maintenance needs, making it an essential tool for facility managers and safety inspectors. Particularly useful for pre-cyclone season assessments of Mobile Emergency Power Plants (MEPP) and Portable Emergency Power Plants (PEPP), this checklist helps maintain operational readiness and safety compliance.
by Stephen Lee, from the CommunityDownloads: 30+Get - Template
BG Engineer Field Safety Audit v3
This BG Engineer Field Safety Overview v3 guides field teams through a comprehensive audit covering COVID-19 controls, site setup, customer communication, and RAMS access. It details an electrical equipment checklist with calibration tracking, and requires demonstration of the safe electrical isolation process, including ELI, RCD response, continuity, insulation resistance, polarity checks, and lock-off. It verifies PPE, first aid, signage, and work equipment condition, plus housekeeping, vehicle safety, and correct paperwork. The checklist concludes with auditor feedback and sign-offs to document coaching and compliance.
by Richard Melvin, from the CommunityDownloads: 30+Get - Template
RESAP 2018 Complete Observation Checklist
Use this comprehensive RESAP 2018 onsite observation checklist to evaluate electric cooperative safety and compliance across operations. Sections cover document verification and safety improvement planning, facility safety equipment, warehouse and maintenance practices, environmental and hazardous materials management, pole yard and outside storage, office administration, vehicles and equipment, truck and personal tools, PPE, insulating gear, arc-rated clothing and fall protection, crew visits, substations, and overhead and underground lines. References include OSHA, NESC, NFPA, EPA, and FMCSA standards.
by Dwight Miller, from the CommunityDownloads: 30+Get - Template
Monthly Stormwater Inspection - Terex Utilities
This monthly stormwater inspection checklist helps utility facilities maintain environmental compliance. It guides teams to check stormwater sample points for illicit discharges, oil sheen, turbidity, and odors; review and update the SWPPP; confirm spill kit locations and stock; manage hazardous waste, chips, scrap, and exterior trash; verify secondary containment and labeling for drums and liquids; and look for signs of vehicle washing or equipment leaks. Use it to document findings, capture photos, and assign corrective actions.
by Justin Fischer, from the CommunityDownloads: 30+Get - Template
Subcontractor Safety Checklist for Offshore Wind
This subcontractor safety checklist is designed for offshore wind operations at Thornton Bank and helps teams align subcontractors with the same standards as permanent staff. It guides leaders through pre-departure briefings, crew transfer vessel induction, PPE verification (helmet, life jacket, survival suit, harness, lanyards, gloves), radio setup and emergency procedures, lifting operation restrictions and color codes, hatch management on WTG or OTS, use of the HACA slider, location of lifesaving equipment and PPE storage in the nacelle, and emergency escape steps. It also covers housekeeping, daily waste return to shore (Ostend), midday status updates, and working hour and departure time limits, ensuring safe, compliant offshore work.
by Charline Dhoekers, from the CommunityDownloads: 30+Get - Template
Fire Protection Inspection Checklist Terex Utilities
Use this monthly fire protection inspection checklist to help verify that critical fire safety equipment and access points are in safe working order across utility facilities. Inspect sprinkler riser accessibility, confirm control valves are locked open, and assess systems for visible damage or deficiencies. Check that sprinklers maintain at least 18 inches of clearance, fire extinguishers are accessible and in working condition, and doors and passageways remain free of obstructions. Record notes for any issues found and capture a signature to complete the inspection. Intended as a starting point only; adapt to your site standards and regulations.
by Justin Fischer, from the CommunityDownloads: 30+Get - Template
Liberty Gas Engineer Audit Checklist
This gas engineer audit checklist helps supervisors assess field operatives across safety, quality, and compliance. It covers operative appearance and ID, PPE availability and condition, hand and power tools including PAT and calibration, work at height equipment and ladder registers, site housekeeping and public protection, COSHH controls and documentation, and vehicle inspections from lights and tyres to first aid kits and extinguishers. It also verifies gas safety tasks such as tightness tests, meter and boiler inlet pressures, and electrical safety checks. The template includes sections for documentation, customer satisfaction, and signatures to capture accountability and follow-up actions.
by Mat Smith, from the CommunityDownloads: 30+Get - Template
MA-34 Servicios Schneider Electric España
Plantilla MA-34 utilizada por los técnicos de Schneider Electric España para documentar intervenciones de servicio. Incluye campos para orden de trabajo, cliente, fecha y hora, identificación y cuantificación de residuos generados (restos de cableado, adhesivos, papel y cartón, trapos, plásticos y embalajes, madera, RAEE, equipos mecánicos, pilas y baterías, celdas SF6, transformadores, RSU y otros), observaciones y método de gestión de residuos. Contempla nombres y firmas del técnico, recurso preventivo y cliente, alineada con buenas prácticas ambientales y de seguridad.
by Francesc Rodriguez, from the CommunityDownloads: 30+Get - Template
Crawford Electric Cooperative Crew Observation
This electric line crew observation template helps utility supervisors and safety leaders assess field practices for distribution work. Review critical controls such as PPE use, visible line openings, voltage testing, grounding, truck and outrigger grounding, non-reclose settings, and tag-out procedures. Check traffic control measures including signs, cones, vests, and parking setups. Confirm compliance with FR clothing, rubber gloves and sleeves, hard hats, hearing protection, wheel chocks, and harness use. Record job location, crew members, work order details, and tailgate status, add media evidence, and capture supervisor and foreman signatures to complete the observation.
by Brett Palmer, from the CommunityDownloads: 30+Get - Template
Civil Cable Installation Audit FOR3277 v2
Use this audit to assess civil cable installation works for electrical distribution projects. Verify site specific risk assessment and team credentials, DNO identification, vehicle and winch setup, spill kit availability, pulling tensions and winch calibration. Check stocking and swivel attachment, trench depth and sanding, debris removal, roller use and spacing, and correct bell mouth installation. Capture photos, confirm communication between winch operator and crew, and review general housekeeping before signing off.
by Tony Kiddy, from the CommunityDownloads: 30+Get - Template
Ventia Hydrant Restoration and Clean Out After Completion Audit
A detailed inspection form for conducting hydrant restoration and maintenance audits in accordance with QUU requirements. The document covers essential aspects including maintenance completion verification, site cleanliness assessment, hydrant box inspection, marking compliance, and lug bolt maintenance. It requires photographic documentation at each step and includes specific references to Maintenance Agreement standards and SEQ C&D Code requirements. The form ensures thorough documentation of hydrant maintenance work and compliance with quality standards, featuring sections for inspector details, location information, and final verification signatures.
by Troy Dawson, from the CommunityDownloads: 30+Get - Template
Visite exploitation postes sources AMEPS
Checklist complete en francais pour la visite d exploitation et technique des postes sources AMEPS. Le modele couvre le controle des clotures, portails et signaletique, la verification du telephone et des affichages reglementaires, les alarmes danger, la salle HTA et les batteries. Il inclut le materiel de securite, l etat interieur et exterieur des batiments, le terrain et l eclairage, les fosses et compteurs. Des sections detaillees permettent de verifier TCFM, services auxiliaires, redresseurs 127V et 48V, disjoncteurs HTB 311–313, transformateurs HTB/HTA 311–313, grilles HTA, TCI, CI, BPN/RPN et systemes de retention, avec releves et photos pour la maintenance.
by garrigues pascal, from the CommunityDownloads: 30+Get - Template
Field Service Job Card Template
Use this field service job card to document repairs, maintenance, installations, and other work during customer visits. Capture client and site details, describe issues, add photo evidence, log actions taken, note pending items and target completion, and confirm testing. Includes sections for certificate of compliance and digital signatures from client, technician, and supervisor to validate the work.
by Carron Dewa, from the CommunityDownloads: 30+Get - Template
IAEC RESAP - Section 17: Overhead and Underground Lines, Equipment, Etc.
Distribution/Transmission Onsite Observation
by John Dvorak, from the CommunityDownloads: 30+Get - Template
Programmed CWW Meter Activity Audit
Use this meter activity audit template to review field work conducted for water utilities. Capture job and location details, crew identification, CWW ID checks, and HSEQ requirements including JSEA completion, PPE, AVDD calibration, hazardous substance storage, and first aid readiness. Verify DBYD plans, service location, and contamination controls. Assess customer impacts, flushing and disinfection, and record any damage with photos. Inspect vehicles, tools and log books, fire extinguishers, and safety equipment such as probes and sharps containers. Document opportunities for improvement and obtain supervisor signatures.
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Chemical Storage and Dosing Site Inspection Checklist
This checklist supports inspections of chemical storage, containment, and dosing systems at water and wastewater treatment facilities. It covers due diligence checks, leak detection on pipework and flexible hoses, double-contained pipe supports, signage and color coding, tank stability and protection, spill kits, and bund integrity and drainage. Items include condition of valves, level indicators, epoxy coatings, rainwater in bunds, and evidence of spills. It also addresses delivery bunds, tanker discharge controls, and chlorine-specific safety, such as windsocks and leak detector testing. Inspectors can add site photos, note weather conditions, record comments, and recommend actions for compliance and safety.
by HWC Treatment Operations, from the CommunityDownloads: 30+Get - Template
PMI - COG NM Basin Field Service Audit
Standardize field service audits for oil and gas sites in the NM Basin with this PMI checklist. Cover exterior components such as flame arrestors, valves, thermowells, thermocouples, and pressure transmitters, plus electrical items like PLCs, power supplies, relays, ignition transformers, HMIs, and sensors. Record site details, job numbers, start and completion times, gas pressure and power function checks, parts used, and invoicing information. Capture customer signatures and comments to verify work performed and ensure consistent maintenance and safety compliance.
by Matt Anson, from the CommunityDownloads: 30+Get - Template
Linbrooke Technical Jointing Audit
This Linbrooke Technical Jointing Audit template supports safe, compliant power cable jointing in the field. It guides teams through site preparation, access and egress checks, positive cable identification, and complete cable preparation steps including PPE, tools, and correct stripping procedures. It covers pre commissioning and post commission testing, joint completion practices such as order of connections, shrouding, insulation, and staggering, and ensures documentation accuracy with work pack completion. The checklist concludes with site clearance, debriefing, and final sign off to close out non conformances.
by Keith Wigley, from the CommunityDownloads: 30+Get - Template
Estudio de seguridad para estaciones de servicio
Formato especializado para elaborar el estudio de seguridad en Estaciones de Servicio (EDS). Incluye evaluación de seguridad física del perímetro e instalaciones, iluminación, puertas y cerraduras; revisión de seguridad electrónica como CCTV, control de accesos, alarmas y botones de pánico; verificación de procedimientos de control de entradas y salidas de personas y vehículos; y componentes de seguridad industrial, tales como gabinetes contra incendio, detectores de humo, rutas de evacuación, botiquín y plan de emergencias. Diseñado para identificar vulnerabilidades y definir acciones correctivas.
by Roque Sierra, from the CommunityDownloads: 30+Get