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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.
TemplateVECTREN Confined Space Operations Audit
This VECTREN Confined Space Operations Audit template helps safety teams verify all critical requirements before entry. Review training for attendants, entrants, and supervisors; confirm atmospheric testing and equipment calibration; and record machine details. Check PPE selection and usage, permit authorization and cancellation, and NPCS/PRCS determinations. Ensure pre-entry briefings, communication methods, retrieval systems, and post-entry evaluations are completed. Designed for utilities and field operations to standardize audits and improve compliance with confined space procedures.
by Roy Adams, from the CommunityDownloads: 20+Get- Template
Flow Back Tank or Pit Inspection Checklist
This oil and gas completions checklist helps crews inspect flow back tanks or pits for safe operation and compliance. Record job details and asset numbers, then verify key items including valves and plugs, flange bolts, hatch seals and bolts, ladders and handrails, and proper operation of all valves. Confirm piping certification and document certification dates. Check grounding rods and cables, wind sock placement, and overall equipment condition. Designed for field use by Payzone personnel, this template streamlines inspections, supports safety and environmental controls, and standardizes documentation across flowback operations.
by Manuel Escalera, from the CommunityDownloads: 20+Get - Template
UPS Preventive Maintenance: Semi-Annual Checklist
Use this semi-annual UPS preventive maintenance checklist to keep uninterruptible power supply systems reliable and safe. The checklist covers safety preparation and lockout/tagout, visual inspections for heat and damage, cleaning and filter replacement, battery connection checks and impedance testing, relay and meter calibration, circuit breaker testing, lamp replacement, operational transfer testing by simulating power failure, and documentation of voltages, charge rates, and load parameters. Suitable for facilities, data centers, and utilities seeking consistent records and timely battery evaluation.
by Botha CG, from the CommunityDownloads: 20+Get - Template
Informe de Oleoducto: Registro de Recorridos
Esta plantilla de Informe de Oleoducto permite documentar recorridos de patrullaje por tramos, registrando horario inicial, preparador, datos del móvil, kms inicial y ubicación. Incluye tres etapas de recorrido con progresivas, horarios y observaciones entre puntos como Unidad LACT, Cerro Dragón, Valle Hermoso y Anticlinal Grande. Al cierre, registra suspensión de recorrido, kms finales, total de kms, e incorpora certificación, identificación y firma del conductor para un control completo de operaciones de oleoducto.
by Emanuel Sivila, from the CommunityDownloads: 20+Get - Template
Heating Controls Installation Sign-Off Checklist
This practical checklist helps installers and auditors sign off heating controls installations aligned with GHG requirements. Capture key job details including customer information, measures installed, and the number of TRVs fitted. Document before and after photos of smart thermostats and radiators, confirm PPE compliance, and provide evidence for quality assurance. Use it to standardize residential heating control upgrades, streamline handover, and maintain clear records for compliance and warranty support.
by Tom Eaglen, from the CommunityDownloads: 20+Get - Template
Seqwater MOMMS Inspection Billing Information
Use this template to capture billing details for Seqwater MOMMS inspections, including date and time, scheme number, inspector, location and GIS ID, work order and valve numbers, access status, completion time, and return visit. Record traffic permits, traffic control resources and hours, out-of-hours work, bolt replacement quantities, dewatering requirements, and confined space entry staffing. Includes an attestation for accuracy to support invoicing and audit.
by Troy Dawson, from the CommunityDownloads: 20+Get - Template
OHS Service Rig Inspection Checklist
Use this OHS service rig inspection checklist to evaluate safety and compliance across service rig operations in oil and gas. Sections cover general rig conditions, inspections and certifications including CAODC requirements, doghouse safety, company vehicles, wires and cables, catwalk and work platforms, derrick integrity and fall protection, tools and equipment, well control with BOPs and valves, safety equipment and training, pumping equipment, and safety policies. Record discrepancies, corrective actions, and signatures to maintain a safe, compliant worksite.
by Shirley Galloway, from the CommunityDownloads: 20+Get - Template
Air Source Heat Pump Service Checklist
Use this comprehensive service checklist to maintain air source heat pumps. It covers cylinder and expansion vessel checks, relief valve testing, electrical and pipe connections, refrigerant leak indicators, antifreeze levels, filter cleaning, system pressure and air release, room thermostat and zone valve operation, smoke and carbon monoxide alarm tests, and meter readings. Capture photos, note faults and corrective actions, and record customer and engineer sign-off for complete maintenance documentation.
by Kevin O'Donovan, from the CommunityDownloads: 20+Get - Template
AGL WTG Kiosk Transformer Inspection Checklist
This AGL WTG kiosk transformer inspection checklist supports wind farm operations by guiding thorough checks of kiosk surrounds, LV 690V and HV compartments, and internal transformer components. Inspect labeling, doors, seals, panel interlocks, and cable routing; verify earthing, SF6 gas levels, and absence of water ingress. Check for oil leaks on HV and LV sides, condition of bushings, and operation of gas detection relays. Capture observations, photos, and corrective actions to maintain safety and reliability across sites like The Bluff and Oaklands Hill Wind Farms.
by Brendan Ryan, from the CommunityDownloads: 20+Get - Template
WIP Audit Sheet
This WIP Audit Sheet helps engineers and auditors assess gas boiler repair and service visits from start to finish. It covers site risk assessments, PPE checks, and safe working practices, along with electrical testing, safe isolation, and preliminary tests. Boiler-specific checks include flue construction and flow, spillage tests, ventilation, operating pressure, heat input, inlet pressure, and flue gas analysis. Record tightness tests, disturbed joints, condensate and pressure relief pipework, and control verification. Capture job completion details, customer documentation, safety notices, and both engineer and auditor signatures to ensure compliant, high-quality work.
by Andrew Hague, from the CommunityDownloads: 20+Get - Template
Drainage Maintenance and Cleansing Audit
This drainage maintenance and cleansing audit helps municipal and utility crews or contractors verify safe, compliant field operations. It covers traffic management setup, correct PPE usage, JSA availability and sign-off, alignment to job or works orders, satisfactory start and completion of works, site cleanup and reinstatement, and photo documentation. Fields include crew names, contractor selection, vehicle identification, and auditor details.
by Sam Hoskins, from the CommunityDownloads: 20+Get - Template
Checklist de APR (Análise Preliminar de Risco)
Este modelo de APR (Análise Preliminar de Risco) para fins educativos auxilia equipes a identificar perigos e definir controles antes da execução do trabalho. Inclui riscos elétricos (tensão indevida, curto-circuito), recomendações de EPI (luvas de borracha, uniforme antichama, óculos), sinalização de área com cones e fitas, controle de exposição a agentes químicos com detector de gases, iluminação adequada, prevenção de quedas de objetos e de escada, proteção contra animais e raios solares (perneira, bloqueador solar) e orientações de hidratação. Útil para treinamentos e conscientização em campo.
by Igor Cavalheiro Nobre, from the CommunityDownloads: 20+Get - Template
EV Commissioning Checklist and Electrical Tests
Use this EV commissioning checklist to verify electric vehicle charger installations meet BS 7671 requirements. Assess charger location, impact protection, control heights, ventilation, and trip hazards. Confirm labeling of EV outlets and precautions against inadvertent energizing. Record supply capacity, phases, metering, cut-out rating, and earthing type. Complete dead and live tests, capture installation photos, demonstrate operation to the customer, and sign off with commissioning date.
by Kathryn Smith, from the CommunityDownloads: 20+Get - Template
Checklist per Audit ISO 50001:2018
Questa checklist di audit ISO 50001:2018 supporta la valutazione della conformità del Sistema di Gestione dell’Energia (SGE). Include sezioni su contesto dell’organizzazione, leadership, pianificazione con SEU, EnPI e baseline energetica, supporto e competenze, comunicazione, controllo operativo, approvvigionamenti, progettazione, monitoraggio delle performance, audit interni, riesame della direzione e miglioramento continuo. Ideale per auditor e responsabili energia che vogliono strutturare verifiche, raccogliere evidenze e guidare azioni correttive per migliorare l’efficienza energetica.
by Marco Bergonzi, from the CommunityDownloads: 20+Get - Template
Risikovurdering før arbeid på lavspenningsanlegg
Denne malen hjelper deg å gjennomføre og dokumentere en risikovurdering før arbeid på lavspenningsanlegg. Sjekklisten dekker krav i TEK og NEK 400, planlegging av jordingsanlegg og valg av overspenningsbeskyttelse. Den tar for seg forhold som skjult varme, våtrom og badstue, høy overflatetemperatur på lys- og varmeanlegg, samt installasjoner utendørs i jord eller luft. Den inkluderer også kontrollpunkter for inngrep i eksisterende anlegg, koordinering med andre fag og vurdering av kompetanse hos utførende personell.
by Per Einar Olsen, from the CommunityDownloads: 20+Get - Template
LEG Completions Frac Audit Checklist 2022
This LEG Completions frac audit checklist supports safe and compliant hydraulic fracturing operations. It covers site access and signage, frac tanks, hydration unit, blender, silos and sand handling, missile and pump trucks, high pressure hoses to the wellhead, wellhead and BOP verification, wireline and lubricator controls, crane certification and setup, accumulator placement, lighting and generators, eyewash readiness, personnel training and PPE, chemical labeling and SDS, fuel truck safety, and daily inspections for forklifts and manlifts. Use it to identify hazards, verify equipment condition, and document corrective actions.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
Checklist para líderes de turno en estaciones de servicio
Esta checklist apoya a líderes de turno en estaciones de servicio para asegurar operaciones seguras y eficientes. Cubre juntas de inicio, revisión de terminales POS y equipo de trabajo, funcionamiento de bombas y mangueras, limpieza de islas, tiempos de comida y depósitos. Incluye abastecimiento de estantes de aceites, disponibilidad de material de limpieza, reporte de estado de CSM, recepción y descarga de pipas con evidencia del protocolo, y atención de autorizaciones de clientes. Útil para estandarizar procesos y mantener continuidad operativa.
by Paulina Banda, from the CommunityDownloads: 20+Get - Template
Vacuum Testing of Sewer Pipelines
This checklist supports vacuum testing of sewer pipelines in line with WSA06-2008-1.2, Clause 41.4.4. Capture project details, materials (uPVC, GRP, DI, MSCL, RC, PE), pipeline diameters and lengths, and test parameters including initial vacuum pressure of -80 kPa, 3-minute settle time, 3-hour hold time, and allowable 3 kPa loss. Follow steps for site setup, barricading, traffic control, and confined space procedures. Verify equipment, stabilize vacuum, hold and record results, add photos and remarks, and document approvals to demonstrate compliance.
by Cam Reid, from the CommunityDownloads: 20+Get - Template
BP Customer Solution Audit
This BP customer solution audit template helps evaluate hydrocarbon storage and dispensing needs across industrial environments. It guides users through business details, site access, and storage approvals, then assesses products stored, equipment filled, power sources, and tank size selection based on usage and delivery frequency. The checklist covers fuel management systems, automatic tank gauging, tanker unloading, filtration, and required emergency response equipment. It concludes with a summary of the recommended solution, logistics, and deployment considerations.
by David Richings, from the CommunityDownloads: 20+Get - Template
KEL 004: Solar PV Project Completion Document
The KEL 004 Solar PV Project Completion Document guides teams through final installation sign-off. Capture roof layout photos, panels and clamps, sensor and weather station serials, cable trays and MC4 connections, inverter locations and serial numbers, monitoring and data logger details, PV generation meter readings, utility meter serials and import/export values, and router/SIM information. Record site access notes and client contact details to support commissioning and handover.
by Barry Sherry, from the CommunityDownloads: 20+Get - Template
Woodlands Electrical Test Record
Use this electrical test record to document consumer mains, submains, and final circuit checks. Capture supply details, MSB name and location, cable sizes, circuit protection types and ratings, and whether circuits are underground or overhead. Record insulation resistance, fault loop impedance, continuity, polarity, and RCD test results for each circuit. Include visual inspections, phase colors, and neutral details. Add technician name, license number, and a declaration of compliance with electrical safety regulations and AS3000:2018.
by DAYLE LOWRIE, from the CommunityDownloads: 20+Get - Template
Recloser Maintenance Checklist
Use this recloser maintenance template to document install date, employee name, pole ID, serial and manufacturing details, counter readings, phase configuration, and size or type selections. Capture comments, photos, sketches, and signatures to verify work and create a reliable service record. Ideal for power distribution teams maintaining pole mounted reclosers and improving reliability and safety across the network.
by Joe Wilson, from the CommunityDownloads: 20+Get - Template
Enclosure Arc Flash and Protection Assessment
Use this structured checklist to assess electrical distribution board enclosures for arc flash and protection requirements. Record main and secondary incomers, generator details, breaker models and In ratings, trip and earth leakage settings, and detailed incoming and outgoing feeder information. Document cable types, installation routes, shared runs, and lengths, and attach photos with escutcheon open and closed to verify labels and settings. The form helps standardize data capture for arc flash risk reviews and supports compliance across high‑risk electrical environments.
by Shaun Young, from the CommunityDownloads: 20+Get - Template
J and E Hall Annual Water Treatment Review
This annual water treatment review checklist is designed for sites with evaporative cooling towers and condensers. It guides reviewers through plant room hygiene, chemical storage and bunding, dosing equipment, and documentation such as COSHH and MSDS. It covers detailed tower inspections including drift eliminators, spray nozzles, brominator condition, access safety, and leak checks. The template also verifies legionella risk assessments and written schemes, management roles and communication, weekly and monthly service reporting, dipslide trends, and legionella sampling. It includes records for cleaning and disinfection, method statements, maintenance schedules, shutdown and start procedures, service agreements, and supporting technical documents.
by Mathew noon, from the CommunityDownloads: 20+Get