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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.
TemplateKEC Work Site Safety Observation Report
Use this KEC Work Site Safety Observation Report to document field safety checks for electric utility crews. Record location, date, observer, crew members, job type including overhead, underground, substation, transmission, and scope. Verify vehicles and traffic control, wheel chocks, outriggers, grounding, DOT walk around, and preflight aerial lift checks. Assess work area procedures including testing, hot stick use, pole climbing, protective grounding, ladder safety, energy control lockout tagout, cover up, and confined spaces. Confirm PPE such as hard hat, safety glasses, FR clothing, rubber gloves test dates, fall protection, safety vest, face and eye and hearing protection, first aid kit, AED, fire extinguishers, and seat belts. Include tool condition, tailgate talks, housekeeping, storage, and comment sections with manager reviews and sign offs.
by Thomas Maddalone, from the CommunityDownloads: 30+Get- Template
LEG Hot Work Permit
This Hot Work Permit template helps control risks during welding, cutting, and other ignition-producing tasks. Record permit start and end times, location, and equipment details; confirm JSA completion and relocation or protection of combustibles; verify energy isolation and ignition source controls; assign a knowledgeable firewatch; and document required precautions such as grounding, fire extinguishers, lockout/tagout, SDS review, fall protection, non-sparking tools, and emergency access. Capture atmospheric testing for H2S, CO, oxygen, and LEL with device and calibration details, and obtain signatures from the worker, firewatch, HSE, and company representative.
by Kenneth Phillips, from the CommunityDownloads: 30+Get - Template
Pressure Testing of Gravity Sewer Pipelines
Use this checklist to guide pressure testing of gravity sewer pipelines on civil works and utility projects. It captures project and drawing details, references WSA and council specifications, and supports common pipe materials including PVC, GRP, polyethylene, ductile iron, and concrete. Enter pipeline diameters and lengths, apply initial and test pressures, and hold for specified times to assess allowable pressure loss. The workflow covers site setup, barricading, traffic control, SWMS, confined space entry, equipment checks, plug installation, pressurization, result recording, and demobilization. Document gauge numbers, inspector remarks, photos, and approval.
by Cam Reid, from the CommunityDownloads: 30+Get - Template
Programmed CWW - Water Reticulation Network (<DN280)
Audit of work undertaken on Water Reticulation Network (<DN280)
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Checklist de Quadros Elétricos
Checklist em português para inspeção e manutenção de quadros elétricos. Abrange verificação de conexões, organização e identificação de cabos, remoção de instalações provisórias, medições de temperatura e de grandezas elétricas, testes de DRs e sinaleiros, avaliação do estado da caixa, conferência de identificações e diagrama elétrico, além de limpeza e registro de observações. Indicado para rotinas de manutenção preventiva e segurança operacional em unidades como o Sesc Belenzinho.
by Infraestrutura Sesc Belenzinho, from the CommunityDownloads: 30+Get - Template
B.W. Watermain Asset Audit Template
This Watermain asset audit template helps water utilities and infrastructure teams assess single assets in the field. Record core project details (project number, project name, conducted on, prepared by), identify the asset and its location, attach photos for visual documentation, and note observations in a consistent format. Use it to standardize watermain inspections, support maintenance planning, and keep a traceable record of asset condition and issues across sites.
by Robert Newnham, from the CommunityDownloads: 30+Get - Template
ATEX Detailed Inspection Checklist
This ATEX detailed inspection template helps teams assess Ex equipment installed in hazardous areas across Zones 0, 1, 2 and 20, 21, 22. It guides inspectors to capture equipment details and certification, check protection methods and IP ratings, verify earthing and cable integrity, and review sealing, breathing and draining devices. Steps cover physical checks, electrical connections, isolation requirements, and compliance with hazardous area standards. The checklist supports safe operations and thorough documentation, ending with sign-off from a competent CompEx inspector.
by SIMON ALLEN, from the CommunityDownloads: 30+Get - Template
Site Survey Checklist for Water Utilities
Use this site survey checklist to carry out condition surveys across water utility sites. Inspect ACE screeners, pumps, and dewatering systems; capture models, serial numbers, hours run, and component condition. Record RAMS compliance, lifting options, isolation details, and photos. Ideal for water companies and contractors managing wastewater and screening equipment.
by John Gartside, from the CommunityDownloads: 30+Get - Template
Salt Water Disposal Facility Inspection Checklist
This salt water disposal facility inspection checklist helps teams verify signage, permits, and site conditions for safe operations. Inspect PPE requirements, confined space labels, tank grounding, handrails, windsocks, chemical storage and SDS, electrical labeling and enclosures, and housekeeping. Confirm H2S monitoring, fall protection, lockout tagout, and leak checks. Validate UIC permits, SPCC and FRP plans, and fire extinguisher inspections to meet regulatory compliance and readiness.
by Rowdy Bragg, from the CommunityDownloads: 30+Get - Template
Generic Solar Service Report
Use this Generic Solar Service Report template to standardize photovoltaic system service and maintenance. Capture company and job details, inspect solar modules, mounting hardware, external wiring, and earthing. Check DC isolators for water ingress and proper operation, verify labeling, and complete ground level inspections. Record inverter cleaning and display status, confirm wiring supports, and perform anti islanding tests. Log string test data including polarity, irradiance, Voc, Isc, Vmp, and Imp. Note inverter yearly and lifetime output, document urgent repairs, recommendations, and overall comments, then sign off.
by Flora Connelly, from the CommunityDownloads: 30+Get - Template
NPE-Tech Safety Conversation Checklist
Use this Safety Conversation checklist to guide field discussions across electrical servicing, fire servicing, civil works, networks, and streetlighting. Capture job details, location, and conversation number, then review critical risk activities such as driving, working at height, near live electricity, mobile plant, hazardous substances, working around others, traffic, underground services, manual handling, cranes and lifting, working alone, and confined spaces. Record site controls, improvement opportunities, comments, and obtain participant sign-off.
by Erika Pitout, from the CommunityDownloads: 30+Get - Template
Water Sample Collection Checklist
This water sample collection checklist guides teams through disinfection and flushing under relevant standards, selecting sample points across mains, reservoirs, and internal plumbing, and collecting potable or recycled water samples. It covers setup, safety controls and work method statements, sample container handling, tap and standing water procedures, transport to the laboratory, and final demobilisation. It also lists required analyses including heterotrophic plate count, coliforms, E. coli, chlorine levels, turbidity, true colour, electrical conductivity, and pH, plus fields for project information, drawings, approvals, and reporting.
by Cam Reid, from the CommunityDownloads: 30+Get - Template
Vernon Electric Hazzard Recognition Report
Capture and report hazards found in the field on electrical systems with this Vernon Electric form. Record pole numbers and locations, describe the hazard, add photos, and assess the degree of risk. Include signatures to confirm review and corrective actions. Use it to improve utility safety, compliance, and timely response across crews and sites.
by Mark See, from the CommunityDownloads: 30+Get - Template
Origin CSG Projects - KCM Inspection - Exposure to live parts could harm a Worker.
Critical Risk - Worker could be harmed by contact with live parts ( Water, Gas, Electricity, Pressurised Systems)
by Tony Boreham, from the CommunityDownloads: 30+Get - Template
Wireline General Audit Checklist
This wireline general audit checklist supports safe oil and gas wellsite operations. It guides pre job safety meetings, confirms fire extinguishers are accessible, positions the service unit upwind of the wellhead, and restricts personnel near pressurized equipment. It covers caution taping the wireline path, securing open ended flow lines, inspecting and pressure testing lubricators, swages, unions and valves, verifying bleed valves and gauges, and cycling bleed valves after depressurizing. It includes emergency engine shutdown checks, welding exclusion near the wellhead, spill containment, secure sheaves and shackles, BOP function tests, and required equipment verification.
by Thadius Eby, from the CommunityDownloads: 30+Get - Template
Kdec Solar Commissioning Check Off
Use this Kdec V3.2 Solar Commissioning Check Off checklist to guide safe, compliant PV system handover. It covers module and inverter details, string configuration, tilt and orientation, frame certification, sealing of roof penetrations, wiring support and loss limits, isolators at the array and inverter, and an AC main switch. It includes continuity and insulation resistance tests, open circuit voltage and short circuit current checks for each string, and verification of inverter shutdown and reconnection times for anti-islanding. The template also records CEC installer and designer details, license numbers, and requires all mandatory solar safety labels to be affixed.
by Cameron Walker, from the CommunityDownloads: 30+Get - Template
ASP Audit V2.0 for Solar PV
This ASP Audit V2.0 checklist supports planned preventive maintenance for Solar PV systems. It covers roof access and safety, array condition and cleanliness, weather and irradiance, inverter identification and labelling, AC and DC isolator checks, G59 relay operation, PV distribution board and metering, combiner box integrity and surge protection, string verification and voltage readings, and documentation of faults and repairs. Technicians can capture photos, record production readings, verify earthing and cable management, and ensure correct warnings and labels. The audit helps maintain safe operation, meet electrical regulations, and confirm the system is functioning correctly upon completion.
by Benjamin Phillpott, from the CommunityDownloads: 30+Get - Template
Visite exploitation postes sources
Ce modele de checklist aide a realiser la visite d exploitation des postes sources. Il couvre le controle des clotures, portails et portes, la signalisation reglementaire, les telephones et alarmes, les batteries, le materiel de securite (VAT HTA HTB, perches, cones), l etat des batiments et locaux HTA, l eclairage et chauffage, ainsi que les releves et verifications du compteur d eau. Inclut des rubriques SF6, amiante, SEVESO et consignes. Concu pour les equipes reseau et distribution electrique.
by Quentin Lautrie, from the CommunityDownloads: 30+Get - Template
Power Quality Report Checklist
This power quality report template helps electrical utilities and field technicians document service and power quality issues. Capture inspection date and time, employee details, and member information including address, meter number, and reported issues such as blinking, dimming, flickering, bright or dim power, and outage frequency. Record service particulars like transformer KVA, service and entrance wire sizes and types, and open wire secondary details. Assess meter pan conditions and under-load voltages (left and right lug to ground, and phase-to-phase), noting connection status (OK, loose, corroded, rusted, burnt, replaced). Inspect weatherhead connections and service wire to the transformer. Measure transformer voltages (phase-to-ground and phase-to-phase) and review low- and high-side connections, hotline clamp condition, saddles, guards, fuse kit conversions, and bushing condition. Conclude with final assessment, comments, photos, sketches, and employee signature.
by Joe Wilson, from the CommunityDownloads: 30+Get - Template
Duty of Care Waste Contractor Audit
This comprehensive checklist helps organizations audit waste contractors for duty of care compliance. It covers company credentials, waste carrier and broker licences, EPR permit numbers, environmental protection measures, bunded storage, trade effluent consents, monitoring and records of regulator visits. It includes health and safety checks such as policies, training, PPE, RIDDOR history, risk and COSHH assessments, and equipment maintenance. Site specific sections assess transport fleets, insurance, certifications such as ISO 9001 14001 45001, security, emergency procedures, and documentation. Specialized modules address hazardous waste, WEEE, landfill, incineration, and solvent recovery controls, with evidence collection and audit outcomes.
by Heidi Barnard, from the CommunityDownloads: 30+Get - Template
Turboexpander Commissioning Checklist
Use this Turboexpander Commissioning and Start Up Checklist to guide pre-start and startup activities for expander-compressor skids. It covers seal gas, lube oil systems, piping and valves, actuator and trip checks, instrumentation calibration, alarms, and DCS settings. Includes verification of pressures, flows, electrical connections, clearances, and documentation to help ensure safe, reliable operation and compliance before first run.
by Christian Born, from the CommunityDownloads: 30+Get