Categories
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.
TemplateLiberty Gas Quality Audit Form
This Liberty Gas Quality Audit Form helps engineers verify safe, compliant gas installations. Use it to record preliminary electrical checks, meter condition, correct labels and pipe sleeving, tightness testing, regulator and appliance pressures, flue integrity and termination, carbon monoxide readings and ventilation, burner condition, safety devices, and gas rate. It also covers documentation such as benchmark and landlord gas safety records, plus health and safety practices, PPE, first aid, fire extinguishers, and customer satisfaction to ensure safe completion.
by Mat Smith, from the CommunityDownloads: 20+Get- Template
Gas Meter Validation Request
This Gas Meter Validation Request template helps gas utilities and contractors document meter details and commissioning information. Record the Meter Asset Manager, MPRN, analogue meter make, model, and serial numbers, meter rig and volume conversion device details, installation and commissioning dates, and initial and post‑commissioning readings. Capture photos of the meter, conversion device, safety signs, tags, and filter gauge, then add project manager comments and a signature for formal sign-off.
by Luke Allum, from the CommunityDownloads: 20+Get - Template
Environment Waste Site Audit Checklist
This Environment Waste Site Audit checklist helps evaluate third party waste vendors for environmental compliance and performance. It covers systems reviews, permits and registrations, waste types and volumes, transport and receiving controls, disposal and sorting methods, emergency preparedness, staff training, ESG policies, external audits, incident monitoring, landfill classification and end of use plans, recycling processes, groundwater and runoff protections, and on site observations.
by Trevor Willemse, from the CommunityDownloads: 20+Get - Template
Tussen rapport Gas Installaties
Deze checklist helpt bij het opstellen van een tussentijds rapport voor gasinstallaties. Bevat controles op dichtheid en drukdaling (o.a. 5 bar drukstoot, 125 mbar met lucht, 25 mbar met gas), beoordeling van leidingmateriaal en verbindingen volgens NEN 1078/NEN 8078, en inspectie van corrosiebescherming en mechanische bescherming. Omvat tevens controles van luchttoevoer, rookgasafvoer en uitmonding, en verificatie dat het gasverbruikstoestel volgens de voorschriften is geïnstalleerd. Inclusief fotoregistratie, vastleggen van afwijkingen met redenen, overleg met betrokkenen, opmerkingen en ondertekening.
by Michel Out, from the CommunityDownloads: 20+Get - Template
General Energy Audit Checklist
This general energy audit checklist helps assess energy efficiency across a facility. Review lighting and controls, building insulation and sealing, heating and cooling systems, and motor driven equipment to ensure they operate efficiently and are maintained on schedule. Check everyday energy behaviors such as shutting down idle machines, setting back temperatures when unoccupied, and keeping thermostats within recommended ranges. Capture findings, record recommendations, and produce a clear summary to prioritize cost saving efficiency improvements.
by Dmitrii Zemskov, from the CommunityDownloads: 20+Get - Template
Field Service Audit Checklist
This Field Service Audit template helps oil and gas field service teams verify safe, consistent operations. It covers pre and post rig up checks including line pressure status, unions and shackles, anchor points, and iron integrity. PPE requirements such as Level 5 PPE, H2S monitoring, bump tests or calibration, and fall protection are included. Human factors prompts address weather, hydration, nutrition, rest, and check-ins. DOT compliance items include documentation, signage, and DVIR pre and post-trip inspections. Use this audit to standardize safety meetings, JSA/POWRA completion, equipment inspections, and field readiness before, during, and after jobs.
by Eric Link, from the CommunityDownloads: 20+Get - Template
Solargain Form 25 Incident Report Form
Use this Solargain Form 25 Incident Report to record and investigate workplace events across solar operations. Capture incident details, witness information, injury type and body part, property damage (including panel serial numbers), causes, and supporting photos. Document medical attention, supervisor comments, and required notifications such as WorkSafe, WorkCover, and insurer. Track whether a recharge invoice is needed, assign investigations, and register outcomes. Includes categories for injury, near miss, property damage, theft, and other events, plus agency of injury and equipment involved. Streamline HSE reporting and compliance for solar projects with a customizable template in SafetyCulture.
by Phinehas Amare, from the CommunityDownloads: 20+Get - Template
OSHA Oil & Gas Rig Inspection Checklist (Drilling)
Comprehensive OSHA and API RP54–aligned inspection checklist for oil and gas drilling and servicing rigs. Use it to assess drill site controls, training and PPE, mud systems, tanks and pits, generator and electrical systems, fire protection, fuel and flammable storage, pipe racks, blowout preventers, derrick and substructure, drill floor, power and hand tools, hoisting equipment, stairs and guardrails, and confined spaces. Log findings, document nonconformances, and record corrective actions to maintain safety and regulatory compliance during drilling operations.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
HEP Valve Maintenance Checklist
This HEP valve maintenance checklist supports annual inspections for industrial valves. It guides technicians to visually inspect valves, lubricate operators and ball valve bodies, bleed the body to verify sealing, and operate the valve as needed. Users record MAOP, model, serial, manufacturer, and select valve sizes from 2 to 16 inches. The form captures valve condition notes, photos, and any issues requiring repair or replacement, with immediate supervisor notification for unsatisfactory findings. It includes an operator qualification check and allows repeating entries for multiple valves, concluding with inspector sign off.
by Kevin Williams, from the CommunityDownloads: 20+Get - Template
New Starter Kit Issued Checklist
Use this template to issue and document new starter kits for field engineers. Record recipient details, capture signatures and photos, and verify all required items are provided, including electrical test equipment, PPE, gas-safe tools, refrigeration gear, and first aid supplies. Standardize onboarding, improve accountability, and maintain safety and compliance records for technicians from day one.
by Dave Anderson, from the CommunityDownloads: 20+Get - Template
Optima Energy Site Audit Checklist
This Optima Energy Site Audit template helps assess building energy use with a focus on lighting. Record locations, existing fixture and base types, wattage, lamps per fixture, counts, and hours of operation. Add notes and photos to document current conditions and identify opportunities for savings and upgrades. Ideal for property managers, facility teams, and energy professionals conducting site audits and planning efficiency retrofits.
by Peter Ha, from the CommunityDownloads: 20+Get - Template
Water Infrastructure Damage to Facilities Audit
Use this incident audit to document damage to water infrastructure and related utilities during site works. Capture event details, location, photos, and root causes across procedure, equipment, method, human factors, and work conditions. Record notifications to the consultant, times of notification and discovery, and responsible personnel. Log water supply interruptions, shutdowns and take into operation, including MESKI notifications and staff. Track damaged utilities such as electricity, telecommunication, natural gas, irrigation, drainage and wastewater. Document repairs, materials used, costs, signatures from utility representatives, contractor and consultant, and engineer comments with recommendations to prevent recurrence.
by Sinan Servet Celebci, from the CommunityDownloads: 20+Get - Template
Optima Energy Site Audit for Medium Properties
This Optima Energy Site Audit template helps teams standardize energy assessments across medium portfolios with 11 to 25 locations. Record property details and site contacts, add required photos, and document floor-by-floor findings including location, existing fixtures, lamp base and wattage, lamps per fixture, fixture counts, hours of operation, emergency ballasts and fixture counts, presence of mechanical cooling or AC, lift requirements, and notes. Use the checklist to evaluate lighting and HVAC usage, identify retrofit opportunities, and estimate savings from operational or equipment improvements.
by Optima Pit, from the CommunityDownloads: 20+Get - Template
Husky Lima Refinery Housekeeping Quick Audit
This quick audit template supports housekeeping checks across Husky Lima Refinery units, buildings, and construction areas. Inspect walkways for oil, slip and trip hazards; verify emergency access and fire equipment are clear; confirm tools, materials, and hoses are stored safely; check debris, trash, stairs, ladders, and unit boundary chains; and limit vehicles to essential use. Capture deficiencies, record immediate corrective actions, assign follow-up tasks, and track accountability to improve site safety and compliance.
by Monica Hale, from the CommunityDownloads: 20+Get - Template
RFT Walkdown Checklist
Use this Ready for Test RFT Walkdown checklist to verify plant systems are Safe, Clean, Tight, Operable and Preserved before commissioning. It covers supervisor and worker competence, permit to work and JSA, housekeeping, storage and laydown practices, preservation of piping, valves and equipment, painting, insulation and cladding quality, module erection controls, external cleanliness, pre commissioning checks, flushing and blowing, hydrotesting preparation, flange management and gasket verification, torque and tensioning methods, tool and calibration compliance, instrumentation operability and labeling, and equipment preservation and storage. Supports QA and mechanical integrity signoff.
by Cameron, from the CommunityDownloads: 20+Get - Template
Auditoría de Seguridad en Sitio para Ingenieros FY14
Plantilla en español para auditar la seguridad en el sitio de trabajo de ingenieros de servicio. Cubre documentación del sitio, capacitación obligatoria, condiciones del lugar, EPP y protección contra caídas. Incluye secciones de trabajos en caliente, LOTO y seguridad eléctrica, escaleras, ergonomía y verificación integral del vehículo y su equipo de emergencia. Ideal para mantenimiento preventivo, pruebas de equipos eléctricos, instalación y arranque, con campos para acciones correctivas y firmas.
by Hugo Salmeron, from the CommunityDownloads: 20+Get - Template
ONEOK Pipeline Weekly Audit Checklist
Use this ONEOK pipeline weekly audit checklist to standardize safety and quality checks across pipeline construction and maintenance sites. Verify permits and JSAs, PPE compliance, environmental and emergency readiness, hazard communication, material handling, and worksite protection. Inspect vehicles, cranes, storage, fall protection, tools, electrical and hot work controls, and fire prevention. Cover excavation practices, signage and barricades, housekeeping, ergonomics, walking surfaces, overhead powerlines, radiation sources, pressure testing, and confined spaces. Capture notes and evidence for continuous improvement.
by Clint Dietz, from the CommunityDownloads: 20+Get - Template
Ficha técnica de intervención y mantenimiento
Esta plantilla de ficha técnica en español ayuda a documentar intervenciones y mantenimiento de equipos eléctricos. Incluye campos para cliente y ubicación, fechas y responsable, instalación y tablero de bypass, equipo a intervenir con marca, modelo, potencia, número de serie y otros números, así como bancos externos y banco de baterías con cantidad y próximas sustituciones. Permite añadir observaciones, medios, diagnóstico y conformidad, con firmas de la empresa y del cliente para cerrar la tarea con trazabilidad.
by Lucas Castiglioni, from the CommunityDownloads: 20+Get - Template
Auditoria LOTO y seguridad electrica en campo
Plantilla de auditoria para trabajos de campo en energia y utilities centrada en seguridad electrica y bloqueo y etiquetado LOTO. Incluye verificacion documental, planificacion de emergencias, EPI y estado del vehiculo, inspeccion de herramientas, trabajos en altura, trabajo electrico energizado, ausencia de tension, uso de herramientas aisladas y proteccion frente a arco electrico. Cubre otras fuentes de energia y sustancias peligrosas, comunicacion y gestion de seguridad, y registro de hallazgos, conclusiones y firmas de tecnicos y subcontratas.
by Manu De Silvestre, from the CommunityDownloads: 20+Get - Template
LLS HSEQ Audit Form
This electronic HSEQ audit form (adapted from LLS YVW form YV-SF-2005) supports short-form audits of Yarra Valley Water field works and contractor activities. It guides auditors through pre-start checks, hazard identification, excavation controls, traffic and pedestrian management, customer service steps, plant and site housekeeping, and quality/records management. It also covers confined space permitting and gas testing, electrical safety and test-and-tag, plant and equipment checks, PPE compliance, manual handling, and public health safeguards. Ideal for utilities crews and contractors performing water network repairs, reinstatement, and maintenance.
by Keith Baker, from the CommunityDownloads: 20+Get - Template
SDS Daily Pre-Shift Discussion
This SDS Daily Pre-Shift Discussion template supports electric utility dispatch and field teams in conducting structured safety briefings at the start of every shift. It captures attendees, shift times, and dispatch location, and prompts discussions on critical topics including fatigue, three-part communication, pre-switch briefings, night driving, environmental hazards, lines of demarcation, testing for potential, voltage regulation, worker protection, OMS modeling, and accident reviews. It also guides review of switching and tagging, storm preparation, load monitoring, and department updates. The template includes a System Supervisor daily task list, sections for off-schedule trouble, permits, clearances, and notes, aligning crews on safe, compliant operations.
by Myron A. Stovell, Sr., from the CommunityDownloads: 20+Get - Template
Routine Inspection Audit
Use this Routine Inspection Audit to document SA Water construction and maintenance activities across water and wastewater assets. Record work witnessed such as excavation, bedding, laying, manholes, dewatering, compaction, connections, and shoring. Verify compliance with SA Water standards and designs, WHS and environmental controls, PPE requirements, traffic management to AS1742, permits and utilities checks, and asbestos procedures. Capture photos, notes, and sign-off.
by Jason Taylor, from the CommunityDownloads: 20+Get - Template
Supervisión de Estaciones de Servicio
Esta plantilla en español está diseñada para la supervisión integral de estaciones de servicio. Permite evaluar colaboradores en turno, inventario de lubricantes conciliado con Gasomarshall, estado de dispensarios de combustible, agua y aire, terminales bancarias y anaqueles. Incluye verificación de señalización, extintores y orden y limpieza. Audita el protocolo de servicio por bomba (saludo, confirmación de pedido, venta sugestiva, cobro y despedida), así como techumbre y faldón, tanques, venteos, anuncio, jardines, sanitarios y oficinas. Cubre áreas generales como residuos peligrosos, cuartos eléctricos y rutas de evacuación, y documenta auditorías de STPS, Protección Civil, SEMARNAT, PROFEPA y ASEA para asegurar cumplimiento, seguridad, imagen y servicio.
by MARIO JOSE MARISCAL KU, from the CommunityDownloads: 20+Get - Template
ENGIE Embedded Technical Audit Questionnaire
ENGIE Embedded Audits is a comprehensive technical audit questionnaire for energy and industrial facilities. It covers boilers and hot water systems, compressed air under PSSR, maintenance management, tools and lifting equipment, refrigeration and air conditioning, cooling towers and water hygiene, bunds and storage tanks, domestic water systems, building safety, redundant plant, effluent treatment, and gas turbines. The checklist references UK regulations such as PSSR, EAWR and PUWER, and guides users to verify training, calibration, documentation, risk assessments, and compliance to improve safety, efficiency, and environmental performance.
by Hiram Mullan, from the CommunityDownloads: 20+Get