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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.
TemplateVisita Estaciones de Servicio TOTAL
Plantilla de inspección para visitas a estaciones de servicio TOTAL. Incluye secciones de seguridad (extintores, EPP, derrames, areneros, calzado), orden y limpieza, checklist diario, evaluación del asesor de pista y uniformes, impulso de ventas de lubricantes, aditivos y fluidos, atención al cliente (bienvenida, oferta de Excellium o tanque lleno, servicios adicionales y revisión de niveles), revisión de baños, mantenimiento de estación y de marca, planes de acción con responsables y fechas, seguimiento con evidencias y firmas de conformidad.
by TOTAL MEXICO SA DE CV, from the CommunityDownloads: 30+Get- Template
Preliminary Hazard Identification Checklist
This hydrocarbon fuels checklist helps verify safe storage, handling, transfer, and aircraft refueling operations in line with AFI 91-203. It covers ignition source control, static grounding and bonding, tank entry procedures, emergency showers and eyewash, fire protection placement, fuel movement shutdown steps, and hydrant system fueling precautions to reduce spill and fire risks.
by Trevor McMartin, from the CommunityDownloads: 30+Get - Template
Monthly HSE Audit - Terex Utilities
Use this monthly HSE audit template to review safety, environmental, and compliance performance across utility facilities. Capture facility details, audit dates, and preparer, then document findings with priority, repeat issue flags, excessive ratings, and whether issues were corrected during the audit. Standardize inspections, identify trends, and drive corrective actions for Terex Utilities operations or similar utility sites. Adapt sections to fit your policies and jurisdictional requirements.
by Justin Fischer, from the CommunityDownloads: 30+Get - Template
Gull TNZ Higher Risk Work Activity Checklist
Use this higher risk work activity checklist to plan, assess, and control critical tasks. It covers work at height, confined spaces, hot work, excavation, heavy lifts, hazardous materials, high energy sources, and temporary safety device deactivation. The template prompts permit checks, risk assessments, PPE, isolation, gas testing, rescue planning, and emergency readiness to help teams complete hazardous work safely.
by Michael Jones, from the CommunityDownloads: 30+Get - Template
Transformer Changeout Checklist
This transformer changeout checklist helps utility and electrical maintenance crews document safe replacement of distribution transformers. Record service and work order numbers, capture nameplate photos, and log manufacturer, KVA rating, voltage, impedance, and serial numbers for both old and new units. Track meters served and obtain signatures to verify work. Use this form to standardize changeouts, maintain asset records, and support safety and compliance across power distribution operations.
by Joe Wilson, from the CommunityDownloads: 30+Get - Template
Wireline Master Audit
This document serves as a comprehensive inspection checklist for well site operations, focusing on critical safety and operational aspects in oil and gas facilities. It covers multiple operational areas including personnel safety requirements, equipment certification, explosive handling procedures, pressure control measures, and regulatory compliance. The checklist is divided into key sections addressing both Northern and Southern operations, PPE requirements, pressure control equipment verification, explosive handling safety, lifting gear certification, and vehicle compliance. It ensures all safety protocols are followed, equipment is properly certified, and operations meet industry standards. The document includes specific requirements for documentation, safety procedures, and equipment verification, making it an essential tool for maintaining safe and compliant well site operations.
by Robert Ramirez, from the CommunityDownloads: 30+Get - Template
Auditoría de Seguridad para Técnicos Eléctricos
Esta plantilla de Auditoría de Seguridad está diseñada para servicios de campo eléctricos y de utilidades. Cubre información general del sitio, verificación del vehículo, EPI generales y eléctricos, planificación de emergencias, documentación y formación, e inspección de herramientas. Incluye controles para trabajos en altura, procedimientos LOTO, operaciones desenergizadas y energizadas (>1000V), uso de SF6, y gestión de sustancias peligrosas. También evalúa la gestión de la seguridad y la comunicación (near miss, reuniones, canales) y concluye con hallazgos y buenas prácticas. Ideal para estandarizar inspecciones y reducir riesgos operativos.
by Cristian Garcia Valiente, from the CommunityDownloads: 30+Get - Template
PV Solar Panel Systems on Buildings Checklist
This checklist guides safe planning, installation, and upkeep of photovoltaic solar panel systems on buildings. It covers risk assessment, structural and roof suitability, accredited installers, compliance with national electrical standards, lightning protection and earthing, arc-fault and residual current monitoring, and safety interlocks. It details cable routing to prevent fire spread, UV protection, signage, inverter location and fire-rated compartments, and clear isolation points for DC and AC. Ongoing inspection, cleaning, IR thermography, automatic detection and suppression, alarm signaling, emergency response, and business continuity are also addressed.
by SafetyCultureDownloads: 20+Get - Template
Dual-Fuel Heat Pump Furnace Maintenance Checklist
Use this 32-item maintenance checklist to thoroughly inspect dual-fuel heat pump furnaces.
by SafetyCultureDownloads: 20+Get - Template
Plantilla de mantenimiento de aerogeneradores Parte A
La Plantilla de mantenimiento de aerogeneradores Parte A facilita el mantenimiento preventivo anual de turbinas eólicas GE 1.5. Incluye listas de verificación detalladas para inspección de cimientos, torre por secciones, gabinetes eléctricos, transformador, sistemas de seguridad y detención de caídas, escaleras y polipasto según ASME B30.16-2012. Cubre torque de pernos, lubricación, revisión de engranajes y rodamientos, chequeos de góndola, anemómetro y veleta, así como limpieza y cierre del trabajo. Ayuda a documentar hallazgos con fotos, registrar medidas y programar reparaciones para mantener la confiabilidad y seguridad de los aerogeneradores.
by SafetyCultureDownloads: 20+Get - Template
Solar PV Installation Site Survey
This Solar PV installation site survey template helps installers assess roofs and property conditions before quoting or installing. Record roof type, construction, pitch, dimensions, orientation, shading, and photos. Estimate AC and solar cabling, define inverter location and fixing, note main AC connection details and breaker changes, and log dedicated plugs and property age. Capture system size options, battery bank discussion, sketches, additional notes, and signatures to standardize assessments and support safe, compliant solar installs.
by Burt Groenewald, from the CommunityDownloads: 20+Get - Template
Emergency Equipment Checklist
This emergency equipment checklist helps teams verify the readiness and condition of critical response gear across worksites. Items include fire truck equipment, BA cylinders and masks, firefighting suits, emergency eyewash and shower stations, and first aid kits. Prompts cover stowage, functionality, water levels, expiry dates (e.g., AFFF), hose and mask integrity, suit condition, eyewash and deluge flow, drainage, and kit contents. It encourages logging defects, cleaning and maintenance, updating the maintenance calendar, and adding photos or improvement suggestions to support compliance and rapid response.
by Operations Safety, from the CommunityDownloads: 20+Get - Template
Sewer Pump Stations Workplace Review Checklist
Use this workplace review checklist to assess sewer pump stations for safety and compliance. It covers site perimeters, lighting, controlled access, vandalism, signage and emergency contacts, storage and segregation of hazardous substances, MSDS records, covered pits, vehicle access for maintenance, and safety showers and eye wash. Ideal for water utilities and council teams conducting routine inspections.
by Surane Gunasekera, from the CommunityDownloads: 20+Get - Template
Bank Stability Hazard Inspection Checklist
This checklist supports inspections of bank stability hazards for water supply infrastructure such as dams and weirs. It guides teams to identify erosion, undercut and slumps, assess associated safety risks to assets and the community, and document locations and evidence with photos. Instructions cover responsibilities, use of a risk assessment calculator, and steps to rectify hazards or escalate to a Rectification Action Plan when immediate fixes are not possible. Typical sites include Lenthalls Dam, Burrum Weirs, and Teddington Weir. The form also captures roles, dates, actions taken, and verification to ensure hazards are controlled and closed out.
by Joshua Moore, from the CommunityDownloads: 20+Get - Template
PPS Task Competency Assessment
Use this PPS Task Competency checklist to verify that workers are qualified and prepared for electrical network tasks. Confirm site details, assess task type (cable installation, earthing, pillar box, transformer work, line work, switching), and check PPE compliance. Validate supervision, licenses and network accreditation, HV/LV status, de-energised or live work methods, and presence of a safety observer. Include checks for BeforeUdig service awareness, LPG torch handling, Hiab and forklift training, glove inspections, and emergency retrieval equipment. Support safer operations and consistent competency sign off.
by Andrew Papuni, from the CommunityDownloads: 20+Get - Template
Water Truck Pre-Shift Inspection Checklist
This oilfield-focused water truck pre-shift inspection checklist helps crews verify regulatory and safety readiness before operating. Review driver credentials and journey management, then inspect critical systems: brakes and air lines, steering, frame, clutch, tires and wheels, airbags and brake cans, tank baffles, fluid and water leaks, sprayers and controls, and PTO or pony motor. Confirm required fittings and hoses are present, overall condition and cleanliness are acceptable, and submit repair requests with photos if issues are found. Includes employee information fields.
by Brent Walker, from the CommunityDownloads: 20+Get - Template
NGER Waste and Water Data Collection Form
Use this NGER data collection form to capture energy, waste, and water information required for greenhouse and energy reporting. Record grid and renewable electricity, transport and stationary fuels, SF6 for high voltage equipment, water use, recycling and discharge, and landfill, recycling, composting, hazardous and liquid waste. Standardize inputs with units, data sources, and costs, then export for audits and compliance.
by Nathan Grima, from the CommunityDownloads: 20+Get - Template
EHS Location Visit Checklist (Section 0.23)
Standardized EHS location visit checklist for operational managers and EHS representatives. Covers previous findings, visitation information, housekeeping with photos, specialty or critical tasks, work area safety–driven assessment, site/management/employee action items, onsite conversations or concerns, and review signatures. Supports documenting observations, corrective actions, and preventive plans for closure.
by Jerad Moneaux, from the CommunityDownloads: 20+Get - Template
CenterPoint Energy Contractor Safety Observation
This contractor safety observation checklist is designed for utility operations to capture behavior observations and verify compliance with key safety practices. Inspectors can record observer details, date, job location, and select the contractor from a predefined list. The checklist prompts checks for JSA completion, Safe Work Practices (SWP), and Personal Protective Equipment (PPE), along with space to note comments and corrective actions. Use it to standardize contractor oversight and improve safety performance on CenterPoint Energy projects.
by Steve Montgomery, from the CommunityDownloads: 20+Get - Template
TCM Site Inspection Checklist
This WAMITAB TCM Site Inspection checklist helps technically competent managers assess compliance and site conditions at waste management facilities. Sections cover weather and yard condition, pedestrian routes, drainage, boundary noise and odour, litter control, storage of liquids, spill response, pest management, PPE use, site security, fire routes and equipment, first aid resources, welfare facilities, recent incidents, photographs, and notes. Use it to document inspections and maintain regulatory standards.
by Andrew Reade, from the CommunityDownloads: 20+Get - Template
Energy Efficiency Feasibility Basic Survey
Use this basic energy efficiency survey to assess residential properties. Capture client and site details, current SAP rating, age banding, fuel type, and heating systems. Identify damp, mould, condensation, and cold issues. Record construction details including wall thickness, cavity width, and insulation status, and note any required extraction. Evaluate feasibility for insulation upgrades and the suitability of solar PV panels. Summarize building fabric issues and recommendations, then sign off the survey. Ideal for housing associations, councils, and energy assessors.
by Lawrence Wells, from the CommunityDownloads: 20+Get