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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.
TemplateScottish Water Site Audit Checklist
This Scottish Water site audit checklist helps inspectors verify compliance and safety across water treatment and utility sites. It covers documentation, COSHH and hazard awareness, site access and manhole protection, PPE and welfare facilities, housekeeping and waste management, and vehicle safety checks including fire extinguishers and leaks. Use it to standardize audits, identify issues, and record corrective actions across locations.
by Amanda Stewart, from the CommunityDownloads: 20+Get- Template
VECTREN Clearance Procedure LOTO Audit
This VECTREN Clearance Procedure LOTO audit checklist supports safe isolation and restoration of equipment in utility and industrial environments. It verifies proper use of clearance requests, preparation, and form completion, including issuing department, acceptance, corrective action, and test/try details. It checks tag accuracy (red and striped), lock placement, SPCC tag handling, grounding records, and device identification. Use it to confirm documentation accuracy, match tag and clearance numbers, and ensure equipment is made ready for operation safely.
by Roy Adams, from the CommunityDownloads: 20+Get - Template
Norris PPD Monthly Substation Report
This monthly substation report checklist helps power utilities standardize inspections across multiple sites. Record substation and area details, inspection dates, and inspector information. Assess security and safety items including fence bonding to grid, bonding straps on gates, OCRs bonded, gate locks and lubrication, warning and identification signage, and fence repair needs. Capture site upkeep such as vegetation control, entry road rock and repairs, mowing, and fill requirements. Verify equipment status: lights, seasonal cooling fan operation, hot stick condition and storage, insulator chips, and 34.5 kV terminator leaks. For transformers, document NP number, main tank oil level and temperatures, vacuum pressure, bushing oil levels, condition of primary and secondary bushings and arrestors, tank leaks, and bonding to grid for multiple units.
by George Norris, from the CommunityDownloads: 20+Get - Template
AGR Group Operational Site Inspection
Use this operational site inspection checklist to standardize safety and compliance across industrial energy sites. It covers HSE administration, emergency procedures, lone working, permits to work and RAMS, CCTV notifications, and pre-entry checks. Inspect site conditions including spill control, sanitation, eyewash and drinking water, chemical and flammable storage per COSHH, fire extinguishers, lighting, and walkways. Verify PPE usage and conduct plant and equipment checks: generator status and alarms, remote communications, gas detection, oil and coolant storage, lubricating oil tank alarms, and HV switchroom security. Conclude with lock up and handover steps such as reactivating alarms, key control, and notifying monitoring centers.
by Mark Pollard, from the CommunityDownloads: 20+Get - Template
Perforating Operations Safety Checklist
This perforating operations checklist guides oil and gas teams through critical safety controls at the wellsite. It covers ignition source control, explosives handling by authorized personnel, grounding of the wellhead and service units, assembly of perforating guns in restricted areas, exclusion of nonessential personnel, radio and cellphone shutdowns, pre-blast warnings, testing of blasting devices, safe storage and transport of blasting caps and boosters, and inspection of equipment to avoid deteriorated or damaged explosives.
by Thadius Eby, from the CommunityDownloads: 20+Get - Template
Cadent Site Visit Form
Use this Cadent Site Visit Form to document gas utility site visits, faults and third party enquiries. Capture site details, pressures, engineer and third party contacts, signatures, risk management checks including SSW22 and plans, actions taken, optional sketches and photos, and agreed follow-up dates. Guidance covers sharing the completed form and includes relevant Cadent plant protection and emergency contact information.
by Jonathan Edmunds, from the CommunityDownloads: 20+Get - Template
Réception infrastructures poste source AMEPS
Cette checklist de réception des infrastructures d’un poste source AMEPS guide la vérification sur site: terrain et équipements (compteur d’eau, clôtures, portails, portillon, mise à la terre, pistes, caniveaux), fosse déportée et armoire électrique, bâtiments C2/C3/C5 (étanchéité, fermeture, climatisation et ventilation, éclairage intérieur/extérieur), accès sous-sol, matériel de sécurité (VAT, MALT, filets et balisage, masques SF6, éclairage mobile), sanitaires, extincteurs et signalétique, ainsi que la documentation du poste. Conçue pour valider la conformité avant mise en service.
by Daniel Herranz, from the CommunityDownloads: 20+Get - Template
Crude Terminal Audit
This crude terminal audit template helps evaluate oil and gas terminal operations across office administration, training, and field activities. It covers document control, customer and rail contact management, contractor qualifications, and handling of confidential information. Verify HAZWOPER training, 49 CFR certification, and FRA/DOT compliance, and confirm emergency contacts and spill response readiness. Use it to assess management roles, facility components, and reporting processes for rail and truck shipments to improve safety and regulatory compliance.
by Marvin Trimble, from the CommunityDownloads: 20+Get - Template
High Pressure Pump Inspection Checklist
This high pressure pump inspection checklist helps teams verify the readiness and condition of pump skids and associated equipment. Inspect air and fuel filters, battery condition and connections, belts, ease of start, fluid leaks, fuel level, pressure regulator, hoses, clamps, hose reel, nozzles and attachments, nuts and bolts, tank condition, and overall cleanliness. Record structural damage and location. Includes inventory checks for wildland firefighting tools such as McLeod, Pulaski, drip torch, blower, spade, high pressure guns, and straps, plus toolbox contents like spanners, saw, oil, spark plug wrench, and fittings. Covers driver and passenger compartments to support emergency response preparedness and safe operation.
by Garett Ehr, from the CommunityDownloads: 20+Get - Template
Waste Crane/Grab Pre-Use Inspection Checklist
Conduct a thorough pre-use inspection of waste cranes and grabs to ensure safe, reliable plant operations. This checklist covers checks on hydraulic cylinders, hoses and fittings, lifting shackles and pins, grab body pivots, umbilical cable and plug integrity, and build-up of waste around moving parts. Confirm correct pin location and locking, look for leaks, cracks, and wear, and verify calibration to site procedures. Record findings, raise work orders where needed, update visual management boards, and log non-compliances to stay compliant and prevent downtime.
by mark ryan, from the CommunityDownloads: 20+Get - Template
Solar Thermal Service Checklist
This solar thermal service checklist helps technicians and facility teams assess and maintain solar hot water systems. Verify collector installation and penetrations, controller and electrical compliance, pump station mounting, and correct sensor placement. Check the solar-rated expansion vessel, capacity and set pressure, recharge if needed, purge air, confirm flow rate, and record system and hot water temperatures. Capture glycol concentration, system pressure, relief valve rating and discharge location. Note defects, attach photos, and collect customer feedback to ensure safe, efficient operation.
by ADAM WARD, from the CommunityDownloads: 20+Get - Template
Monthly Substation Inspection Checklist
Conduct thorough monthly substation inspections with this checklist designed for electric utilities. Review site security including gates locks and fence bonding. Assess yard conditions for nests weeds debris and gravel. Inspect insulators aerial connections and control house lighting equipment and pests. Check battery charger batteries DC voltage and amperage. Verify oil containment pump and alarm. Inspect transformer bank oil levels paint leaks temperatures and nitrogen blanket. Check silica gel condition. Record load tap changer temperature counter and range. Inspect relays breakers indicator lights and cabinets for moisture. Confirm breaker cabinets are clean to support safe reliable operations.
by JB Phillips, from the CommunityDownloads: 20+Get - Template
Inspección de trabajos en red eléctrica MT-BT
Checklist para inspeccionar trabajos en redes e instalaciones de distribución eléctrica en media y baja tensión. Incluye verificación de las Cinco Reglas de Oro, autorizaciones de ingreso a circuito, procedimientos de trabajo, uso de EPP (guantes y mangas dieléctricas, protección facial y contra caídas), señalización y protección pública, condiciones de orden y limpieza, revisión de herramientas y vehículos, identificación de riesgos y charla de 5 minutos, y control de competencias. Útil para supervisores, recursos preventivos y jefes de trabajo para mejorar seguridad y cumplimiento normativo.
by Alberto Pérez González, from the CommunityDownloads: 20+Get - Template
Volumetric Site Surveys V4
This template supports field teams conducting volumetric site surveys across utility networks. Capture key details such as network area, site name and SAP ID, then document flow control valves, position feedback, and the asset health of volumetric control cabinets. Record pneumatic outlet pressure override controllers, I/P converter types and ranges, and whether AUTO/MANUAL stations are positioned before or after overrides. Include RTU type and configuration, associated control equipment, approximate system age, and comprehensive photo evidence of components and cabinets. Use the checklist to standardize data capture and support maintenance planning and asset condition reporting.
by Amy Ensor, from the CommunityDownloads: 20+Get - Template
Lista de Chequeo para Equipos de Control de Sólidos
Lista de chequeo en español para inspeccionar unidades móviles y equipos de control de sólidos en operaciones de perforación: orden y limpieza, superficies y pasarelas, protecciones mecánicas, conexiones y descargas de centrífugas, electricidad y puesta a tierra, bloqueo y rotulado, respuesta a emergencias, manejo de materiales peligrosos, controles ambientales contra derrames, condiciones de trailer u oficina, elementos de seguridad personal y documentación HSEQ. Ideal para verificar el estado de zarandas, decantadoras, bombas y generadores, y para estandarizar inspecciones en campo.
by Fernando Ariel Liempichun, from the CommunityDownloads: 20+Get - Template
Standard Connection Project Completion Report (PCR)
This Project Completion Report (PCR) template is for accredited contractors delivering standard water and sewer connections for the City of Gold Coast. It covers pre-construction checks (dilapidation report, development approval), SEQ Code and IPAM compliance, construction activities with safety, excavation, and connection photos, and post-construction requirements. Sections include new and redundant water meters, as-constructed information with GIS references, licensed plumber details, and final sign-off. Use it to ensure compliant documentation and smooth submission to Water and Waste.
by Lyndon Hockey, from the CommunityDownloads: 20+Get - Template
Grade 2 Refrigeration Engineer Assessment
Use this Grade 2 Refrigeration Engineer Assessment to evaluate candidates on FGAS and CO2 knowledge, compressor diagnostics, and commissioning best practices. Sections cover resistance and contactor tests, pump down and oil differential procedures, compressor commissioning, oil system basics, and cabinet controls. Assess familiarity with Carel, RDM, and RCS controllers, network addressing/TP-Link, Danfoss 255 navigation, and lowering receiver pressure via 326. Confirm understanding of pressure strength and leak tests, vacuum levels (micron/torr), drier changes, overload and fuse ratings, scroll rotation, commissioning settings, and operational checks.
by Jason Romer, from the CommunityDownloads: 20+Get - Template
BG Post Completion Audit Checklist
This BG Post Completion Audit template supports field teams conducting quarterly audits after service or installation work. It guides inspectors through site safety checks, British Gas electrical customer checklist verification, and a full suite of electrical tests including Earth Loop Impedance, RCD response time, earth continuity, insulation resistance, and polarity. The workflow includes photographing the work area before and after, recording hazards, delivering training confirmations, and securing auditor and operative sign-offs to ensure consistent compliance and quality.
by Richard Melvin, from the CommunityDownloads: 20+Get - Template
AEP Forestry Contract Crew Audit Form
Use this AEP Forestry Contract Crew Audit Form to evaluate utility vegetation management crews performing line clearance. The checklist covers PPE and safety gear, traffic control devices, fall protection and approach distances per OSHA 1910.269, hazardous material storage and herbicide labeling, job briefings, and housekeeping. It also assesses forestry-specific work quality including species clearance, ROW width, danger trees, collar cuts, directional pruning, drop crotch selection, stump height, hangers, pole clearing, and cleanup. Reporting accuracy is reviewed for trees trimmed/removed, footage or acres treated, widening, and O&M vs capital data. Crew readiness, equipment condition, customer relations, permits, and planning are also included.
by Stephen S, from the CommunityDownloads: 20+Get - Template
LEG Drilling Rig Inspection Weekly Checklist 2022
This weekly LEG drilling rig inspection checklist helps teams verify critical well control equipment and site safety. It covers road access, signage, BOP and accumulator systems, manifolds, flare tanks, substructure, mud tanks and pumps, power generation, rig floor controls, and derrick components. It also prompts reviews of documents, JSAs, training and certifications, gas detection, emergency response, housekeeping, and rental equipment readiness. Use it to document findings, track corrective actions, and maintain regulatory compliance while reducing operational risk.
by Daniel Garcia, from the CommunityDownloads: 20+Get - Template
PAS 79 Fire Risk Assessment Review Checklist
This PAS 79 fire risk assessment review template guides a competent person through a structured review of fire safety. It covers premises information, occupancy and vulnerable persons, ignition sources and prevention, smoking controls, security, heaters and cooking, lightning protection, housekeeping, contractors and hot work, dangerous substances, and other process hazards. It also checks means of escape, fire doors and compartmentation, emergency lighting, signage, alarms and detection, portable extinguishers, fixed systems, and management controls. Training, drills, testing and maintenance routines, and records are included. Aligned to PAS 79 and UK legislation such as the Regulatory Reform (Fire Safety) Order 2005, it supports consistent reviews, action planning, and compliance for energy and renewables sites.
by Kirsty Garner, from the CommunityDownloads: 20+Get - Template
Scottish Water Grating Survey Rev 4
This Scottish Water grating survey checklist helps inspectors assess the condition and safety of walkways, flooring, and gratings across water and wastewater sites. Capture access frequency, potential fall heights, and process hazards such as fast moving water, deep sludge, or moving machinery. Verify corrosion, grating thickness, panel damage, supports, fixings, and trip hazards. Review access hatches and openings, toe boards, and edge protection. Check stairs and steps specifications, anti slip surfaces, and ladder access. Identify areas needing specialist investigation and operational constraints to improve site safety.
by Matt Struthers, from the CommunityDownloads: 20+Get - Template
Subcontractor Checklist for Offshore Wind Safety
This subcontractor checklist supports safe offshore wind operations at the Thornton Bank wind farm. Use it to brief subcontractors before departure, during crew transfer, and on the turbine or offshore transformer station. It covers PPE verification including life jackets, harnesses, fall arrest lanyards, and radios, as well as radio login codes and emergency communications. It reinforces lifting restrictions without proper training, vessel induction completion, hatch and lifesaving equipment awareness, and nacelle emergency escape procedures. It also includes housekeeping, daily waste removal to shore, status updates, and working hour limitations.
by Davy Depoorter, from the CommunityDownloads: 20+Get - Template
Brookfield WTG Inspection Checklist
Streamline quality control for wind turbine generators with this Brookfield WTG inspection checklist. Cover exterior and tower access, doors and platforms, safety stickers and lighting, nacelle and yaw systems, gears and motors, hydraulic hoses and valve blocks, gearbox condition, oil levels, filters, cooling systems, generator and slip ring, wiring and sensors, braking and coupling, crane and frames, rotor and hub, blade seals and bearings, pitch system components, and transformer and converter checks. Use for commissioning, routine maintenance, and corrective actions, with space to note defects, photos, and follow ups to improve reliability and safety.
by Brian Goodwin, from the CommunityDownloads: 20+Get