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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.
TemplateEnvironmental Evaluation Checklist
This Environmental Evaluation checklist helps environmental and facility managers audit oil and gas and waste management operations for regulatory compliance. It covers document verification (permits, manifests, training, contingency plans), stormwater and SWPPP, SPCC, NORM controls and licensing, sampling and waste screening equipment, transfer hoses and piping, dockside/USCG requirements, hopper barges, disposal wells, and D‑listed areas. It also checks housekeeping, secondary containment, ASTs, mobile equipment, signage, lighting, and emergency preparedness to reduce environmental risk and ensure adherence to LDNR, LDEQ, TCEQ, RRC, EPA, and USCG rules.
by Chip LeBouef, from the CommunityDownloads: 20+Get- Template
On-site Sewage Management Assessment Sheet
This on-site sewage management assessment sheet from Shoalhaven City Council guides inspectors through planning, site risk assessment, and detailed evaluation of septic tanks, AWTS, trench and irrigation systems. It covers inspection reasons, system types, disposal methods, buffer distances to dwellings and waterways, and performance standards to prevent disease, odours, and water contamination. The checklist prompts evidence capture with photos, notes, and signatures, records risk rankings and outcomes, and supports issuing approvals or corrective actions. It includes guidance on protecting systems, common design calculations for trenches and irrigation areas, and references for further information.
by Jason Haig, from the CommunityDownloads: 20+Get - Template
Dangerous Goods Audit Checklist
Conduct a thorough dangerous goods audit for contractors working on water utility sites. This checklist covers MSDS currency, PPE requirements, first aid provisions, training records, and site familiarity. Verify safe handling and storage of flammable and combustible liquids, LPG cylinders, and oxy welding sets. Include controls for explosives, chemical bunding and ventilation, signage, and a current dangerous goods register aligned to Victorian regulations and EPA guidance. Use the findings to drive corrective actions and compliance.
by James Pither, from the CommunityDownloads: 20+Get - Template
Facility Preventive Maintenance Safety Checklist
This facility preventive maintenance safety checklist helps teams keep oil and gas sites safe and orderly. It covers housekeeping for grounds and floors, access routes, work areas, deliveries, storage, and waste management. It also guides detailed inspections of critical equipment such as heater treaters, high pressure separators, tanks, and flare systems, with checks for corrosion, leaks, sight glasses, regulators, and valves. Use it to verify lockout tagout, document findings, add corrective actions, and capture sign offs for compliance and continuous improvement.
by Juan Sanchez, from the CommunityDownloads: 20+Get - Template
T3 Chiller Plant Room Electrical Consumption Log
Track and record electrical consumption in a chiller plant room with a structured daily log. Capture kWh readings for MCC 1/1, MCC 1/2, MCC 2/1, MCC 2/2, and CT across each day of the month, organized by shift. Includes title page details, site and personnel info, month and year selection, daily date fields, and a final sign-off with remarks and technician signature to ensure accurate, audit-ready energy records.
by Ling Gim Jian, from the CommunityDownloads: 20+Get - Template
Metering Test and Commissioning Service Record
Use this metering test and commissioning service record to document energy meter installation and commissioning. Log meter identification, location, cabling, labeling, electrical and communication terminations, CT ratios, Modbus addresses, operational checks, and comments. Capture commissioning dates, site details, preparer information, and customer signature for sign off. Helpful for electrical contractors, commissioning engineers, and facility teams to verify installation quality and maintain records.
by Bilal Dabboucy, from the CommunityDownloads: 20+Get - Template
KEL 006 Standard Operations and Maintenance
This KEL 006 Standard Operations and Maintenance checklist supports routine inspections of solar PV systems. It guides technicians through inverter status, labels and signage, cabinet condition, heat exchangers, filters, grounding, fuses, fans, communication equipment, and surge protection. It also covers mains connection checks and PV generator tasks such as fastener sampling, connector tests, cable inspections, thermography for hotspots, and module damage or discoloration. Users can add notes, attach photos, record measurements, and create actions for repairs or replacements to keep systems safe and compliant.
by Declan Hughes, from the CommunityDownloads: 20+Get - Template
Endeavour Energy SMR Post-Construction Inspection
This SMR post-construction inspection checklist is designed for electricity distribution works such as service mains replacement. It guides field teams through recording job details, required electrical tests (NIT, polarity, insulation resistance, phase rotation, earth integrity, continuity, final test), and diagram requirements. It includes verification of network connections (POCC), road clearance poles, point of attachment components, and meter board safety. Use it to ensure defects are captured, redundant materials removed, and variations noted for final sign-off.
by Tommy Z, from the CommunityDownloads: 20+Get - Template
Checklist Inspeksi Tier 1 dan 2 Kubikel GH GD GI
Template checklist Inspeksi Tier 1 dan Tier 2 untuk kubikel GH, GD, dan GI. Mencakup pemeriksaan kondisi gardu dan peralatan: kunci gardu, fisik bangunan, ventilasi, penerangan, kebersihan, kelembaban, sistem pembumian, braket dan clamp kabel, segel kubikel, kompartemen bawah, tekanan SF6, lampu indikator, mur baut, suhu ruangan dan terminasi, parit kabel, suara abnormal, flashover, aroma gosong, pengukuran pentanahan dan arus, suhu busbar dan panel kontrol, sambungan rele, CT VT, AC DC, partial discharge, arester fase, VT, serta dokumentasi foto dan petugas.
by Dwi Payana, from the CommunityDownloads: 20+Get - Template
STW Estates Quality Audit - Derbyshire
Conduct a structured quality audit of contractor works for STW Estates in Derbyshire. Capture job details, site and work descriptions, and confirm RAMS, PASCA, or CPP were received on time. Assess whether the project is capital or opex, evaluate quality, safety of the work area, timeliness, and completion to scope. Record communication updates, issues, and photographic evidence, and notify the contracts manager when required. Verify clarity of the works instruction and document reasons for any deficiencies and corrective actions.
by Jonathan Brentnall, from the CommunityDownloads: 20+Get - Template
CPO/THBMS SHOC Report Template
Use this SHOC report template to record safety observations and near-miss events. Capture location, date, and preparer details, describe the hazard, indicate whether the issue was resolved on site, attach photos, and list the actions required to address the risk. Standardize hazard reporting, improve corrective action follow-up, and strengthen your safety culture across teams.
by Vincent Molinaymoya, from the CommunityDownloads: 20+Get - Template
Daily Pre-Start and Weekly Toolbox Meeting
Use this daily pre-start and weekly toolbox meeting form to plan work, capture weather and site conditions, list activities, verify permits and PPE, and record hazards, actions, and attendance. Includes prompts for HV access, working at heights, excavation, traffic control, and Friday toolbox talks. Standardize documentation across crews and improve safety communication on every job.
by Todd Connors, from the CommunityDownloads: 20+Get - Template
System Reference Checklist for Standby Emergency Power
This system reference checklist supports comprehensive inspections of standby emergency power systems across facilities. It guides contractors and site teams through generator identification and parameters, control panel status and alarms, exhaust, lubrication, coolant and air intake checks, turbocharger and governor assessment, and detailed review of fuel storage tanks, day tanks, fuel pumps, piping, filters and separators. It also covers emergency switchgear, paralleling gear, and automatic transfer switch verification, including sensor settings, delays, and manual bypass procedures. Health and safety items such as access control, signage, spill kits, eye wash, PPE and MSDS documentation are included. Use it to log deficiencies, capture images and serial data, and record recommendations for safe, compliant and reliable standby power.
by Andy Briski, from the CommunityDownloads: 20+Get - Template
HSE Inspection and Audit Checklist for Pertamina
This HSE inspection and audit checklist is designed for Pertamina oil and gas sites and Elnusa Geoscience operations. It covers housekeeping standards, MSDS availability in Bahasa Indonesia, hazardous material signage, chemical storage, PPE requirements, and documentation. It also includes LOTO procedures, staff training and authorization, access control for visitors and security, log books, ID passes, perimeter fencing, and emergency information such as evacuation maps. Use it to strengthen safety compliance across field camps and facilities.
by Agus Suhatta, from the CommunityDownloads: 20+Get - Template
PRA WISEE Bridging Cables Inspection Form
This practical inspection checklist helps utility crews ensure safe use of bridging cables when working on electrically conductive pipework. It guides teams to confirm competence, complete JHA and JSA, set exclusion zones, and wear suitable PPE. Inspect bridging cables for current test tags, damage, and correct fitment, clean contact points, and capture photos of setup. Record hazards and controls, tag defective clamps out of service, and verify safe completion before removing cables and restoring access.
by Cherie Mahoney, from the CommunityDownloads: 20+Get - Template
Work Clearance Form (WCF)
A downloadable Work Clearance Form (WCF) to plan daily activities and control risks before starting work. The form covers site details, personnel, permits, planned tasks, and a structured hazard assessment aligned with JSA. Checklists include traffic exposure, electric shock, falls from height, confined spaces, work at heights with ladders and lifts, hot work, temporary traffic areas, and explosive zones. It guides selection of PPE, barricading, JSA references, and specialized tasks for fuel systems including pumps, terminals, POS/ATG equipment, piping, tanks, venting, product changes, leak testing, loading/unloading, and environmental protection near water. Includes arrival confirmation, discussion of hazards, and sign-offs from site and contractor representatives to verify completion.
by Morten Petersen, from the CommunityDownloads: 20+Get - Template
Chiller Plant Preventive Maintenance Checklist
Use this chiller plant preventive maintenance checklist to plan weekly or monthly inspections and keep cooling equipment reliable. Record temperature readings, check for excessive noise or vibration, and verify refrigerant levels. Review purge unit operation, water treatment, valves, filters, control settings, safety controls, and lubrication. Capture photos, add notes, create corrective actions with priorities and due dates, and obtain inspector and supervisor sign-off to prevent breakdowns and extend asset life.
by Muhammad Nur Dzaki, from the CommunityDownloads: 20+Get - Template
Medium Voltage Substation Maintenance Checklist
This checklist guides the safe maintenance and inspection of medium voltage substations, transformers and ground connections. Sections cover technician details, contractor or in house work, photos, general cleaning, cleaning of insulators, exterior cell painting, adjustment of bar connections, lubrication and calibration of disconnect switches, conductance and insulation resistance tests, contact resistance and dielectric strength checks, thermographic inspection, transformation ratio and winding resistance, and grounding resistance measurement. Transformer oil sampling and analysis are included, along with well grounded verification, documentation of findings, corrective actions and signatures, aligned to NEC, NESC and NFPA 70E.
by FAC Maintenance Team, from the CommunityDownloads: 20+Get - Template
Site Cybersecurity Assessment Checklist
This site assessment checklist helps evaluate cybersecurity and network readiness at operational sites. It guides O and M teams and engineers through validating identity management, password policies, and exposure of default credentials. Capture network documentation and diagrams, internet service and ISP router credentials, and WiFi details. Record the presence and models of routers, switches, firewalls, and overall topology, plus VPN availability and SCADA IP ranges. Review desktop and server assets, operating systems, user access, and options for remote access. Confirm what access a cyber energy engineer can obtain for network and host systems. Note site entry requirements like PPE and inductions. Assess cellular coverage and whether external antennas are needed. Finally, collect helpful site documents, recent photos of equipment and comms rooms, or videos to prepare for visits.
by Sivaprakash Parupudi, from the CommunityDownloads: 20+Get - Template
Gas Materials Parts Order Form
Use this parts order form template to request gas-related components quickly and accurately. Capture job and site details, boiler GC number, boiler make and model, part descriptions and numbers, quantities, preferred parts centre or supplier, photos for verification, engineer signature, and comments. Standardize procurement across field teams and reduce errors with clear records that support approvals and purchasing.
by Chris Houlihan, from the CommunityDownloads: 20+Get - Template
SPS Access Hatch Safety Grille Assessment
Use this template to conduct initial inspections of sewage pump station access hatch safety grilles. Capture photos and record hatch location, design, materials, dimensions, hinges, bolts, handles, seals, frames, supports and grille details including grid spacing, edge frames and stiffeners. Verify signage for confined spaces and hazardous gases, document valve chambers and classify condition after inspection. Plan work scope such as repairs, replacements, corrosion treatment and upgrades to ensure compliance and safe access for maintenance teams.
by Carlos Sousa, from the CommunityDownloads: 20+Get - Template
Work Clearance Form Template
This work clearance form template helps teams plan and authorize daily tasks by documenting permit and work order details, site and station information, assigned personnel, and planned activities. It supports hazard identification for traffic exposure, electric shock, and working at heights, and prompts required controls such as PPE verification and area barricading with cones or tape. The form includes arrival briefings, acknowledgment of risks, and completion sign-offs with signatures from the station representative and contractor to confirm work done and site handover.
by Morten Petersen, from the CommunityDownloads: 20+Get - Template
Start of Work LMRA 2025
Conduct a last minute risk assessment before starting work with this checklist. Confirm permits and instructions, verify tools and PPE, assess weather, and ensure risks are reduced as low as reasonably practicable. Include communication checks with UHF radios, toolbox talk confirmation, and required hot work permits. Ideal for wind turbine operations with reminders to complete the nacelle logbook and report hazards via SHOC.
by Charline Dhoekers, from the CommunityDownloads: 20+Get - Template
ABB GIS Field Service Report
Capture complete details of ABB gas insulated switchgear service visits with this structured field service report template. Record technical job information, site status, equipment IDs and photos, work performed, problems and solutions, and recommended follow-up. Log ABB test equipment used, spare parts, and tools. Include customer point of contact information, drawings to acquire or revise, and any additional work or comments. Designed for FSE engineers to standardize reporting for every on site call and streamline documentation and action tracking.
by Daniel Love, from the CommunityDownloads: 20+Get