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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.
TemplatePole-to-Pit Audit Form
This pole-to-pit audit form helps crews and inspectors confirm safe, compliant service installations from the utility pole to the pit. It covers pit location and trenching to the agreed pole, cable depth targets, conduit entry tolerances, and use of 63 mm orange conduit with marker tape. It checks pole guards and warning labels, PVC conduit height and extensions, secure fixings on timber and concrete poles, correct cable sizing such as 16 mm2 or 50 mm2 XLPE, and that cables are capped. It also verifies site reinstatement including footpaths and nature strips, and alignment with maps and offsets, with space for corrective actions and second audits.
by Ben Koutoukidis, from the CommunityDownloads: 20+Get- Template
SGN Health and Safety Checklist
A comprehensive SGN Health and Safety checklist for petrol forecourt operations. Inspect forecourt surfaces, pumps, hoses, fire equipment, emergency cut off, lighting, tanks, vapor recovery, LPG storage, and signage. Review shop floor and POS safety, exits, fire points, PPE, stock handling, and electrical cupboards. Includes age restricted sales and licensing controls, work equipment checks, hot food handling, CCTV, safe management, due diligence, training records, wet stock management, and site register documentation such as vapor recovery certificates, petroleum license, electrical and fire extinguisher certificates, DSEAR actions, and asbestos register. Verify first aid supplies and record corrective actions with assignees and due dates.
by Ricardo Teresa, from the CommunityDownloads: 20+Get - Template
Template Safety Patrol PLN UP3 Purwokerto
Template Safety Patrol PLN UP3 Purwokerto dirancang untuk tim PT PLN (Persero) dalam melaporkan unsafe action dan unsafe condition selama patroli. Form ini mencakup judul temuan, unit UP3/ULP, tanggal dan lokasi patroli, nama Safety Advisor, perusahaan dan pengawas penanggung jawab, jenis temuan, dokumentasi, deskripsi, serta rekomendasi perbaikan. Dilengkapi kolom tanda tangan untuk verifikasi dan tindak lanjut.
by Muhammad Elyan Andaswara, from the CommunityDownloads: 20+Get - Template
Culvert Pre-Survey Checklist
Use this culvert pre-survey template to plan and document onsite waterways work before maintenance. Record site access, address and GPS, priority and nature of works, confined space classification and rescue plans, inlet and outlet measurements (height, width, water depth), silt depth, materials, photos, access issues, bridges and restrictions, traffic management, land type, overhead services, and environmental and pollution controls. Summarize findings, note resources required, and sign off to complete the report.
by Matt Barnett, from the CommunityDownloads: 20+Get - Template
Water and Sewer Take 5 Safety Checklist
Streamline field safety for water and wastewater operations with this Water and Sewer Take 5 checklist. Capture job location and description, plan traffic control, locate underground and overhead services using Dial Before You Dig, assess weather and site conditions, specify required PPE, and record controls. Nominate a first aid officer and collect staff signatures to confirm understanding before work begins. Ideal for council utilities and contractor crews performing maintenance, repairs, and inspections.
by Clarence Valley Council, from the CommunityDownloads: 20+Get - Template
Terra Centrifuge Inspection Report v01
This Terra Centrifuge Inspection Report v01 is a detailed checklist for commissioning and routine inspections of rig-mounted centrifuge units. It covers equipment installation checks, grounding and electrical safety, and pollution pan placement. Dedicated sections guide cleaning and exterior inspections for multiple centrifuges, including coffin lid condition, bolt integrity, belt guards, and BICC connections. Wear items such as feed tubes, plows or wear inserts, end wear plates, and solids wear liners are measured and photographed to verify condition. Operational settings are validated, including pond depths set to 7–7.5, proper belt speed configuration, and rotation checks. The form captures operator, rig, well number, and auditor details, and prompts photo evidence from multiple angles to ensure compliance and traceability.
by Drew Bollich, from the CommunityDownloads: 20+Get - Template
Working at Heights Audit Checklist
This working at heights audit checklist helps utilities and local government teams verify safe practices when operating from fixed elevated positions, EWPs and ladders. It covers scaffolding controls, approved EWP use, and detailed ladder requirements, including inspections, 120 kg load rating, 1:4 placement angle, securing ladders, and maintaining three points of contact. It prompts checks that all work above 2m or within 2m of an edge is performed safely, captures general comments, and records required actions for contractors to meet their health and safety obligations. Signature fields are provided for the responsible officer, auditor and contractor’s representative.
by James Pither, from the CommunityDownloads: 20+Get - Template
Bitácora de Visita para Estación de Servicio
Plantilla en español para evaluar y documentar visitas a estaciones de servicio. Cubre datos generales del proyecto, descripción del terreno y accesos, conteo vehicular, evaluación del potencial de volumen de combustible, equipos (tanques y dispensadores), y servicios complementarios como tienda y carwash. Incluye secciones de perfil socioeconómico y consideraciones HSEQ, así como permisos y licencias. Ideal para auditorías de nuevas instalaciones, modernizaciones o tomas de estaciones competidoras.
by Eliuth Díaz, from the CommunityDownloads: 20+Get - Template
Energy Audit and Efficiency Review Checklist
This checklist supports an energy awareness and efficiency program for buildings. It covers low and no-cost savings, use of efficient devices and controls, lighting reduction in unoccupied spaces, envelope treatments like solar film and blinds, and having an operating plan for major equipment. It prompts review of Energy Star equipment, shut-down practices, EUAS metrics (BTUs/GSF and GAL/GSF), and regular consumption analysis. It also includes energy audit scheduling and completion, addressing excessive service calls, and meeting regional energy and water reduction targets, with a final program compliance section.
by Thomas Robbins, from the CommunityDownloads: 20+Get - Template
Utility Consult Job Card
This Utility Consult Job Card helps field teams document retail lighting installations and repairs. Capture project details including date, location, and client; specify brands and fixtures installed such as LED T8 tubes, round recessed lights, GU10 lamps, and rectangular panel lights; note ceiling fixes and the number of holes repaired; and include additional work performed outside the scope. The form also collects store manager and installer names and signatures for clear handover and accountability.
by James Mittan, from the CommunityDownloads: 20+Get - Template
Checklist de auditoría HSEQ para mantenimiento
Esta lista de verificación HSEQ está diseñada para auditorías de mantenimiento en estaciones de servicio. Cubre revisión de dispensadores, mangueras, break aways, preset y puesta a tierra; señalización, extintores y columnas; marquesina, iluminación y paneles solares; perímetro, monolito y seguridad CCTV; servicios de agua y aire; respiraderos, tanques, llenaderos y bombas sumergibles; separador API, pozos y trampa de grasa; cuarto eléctrico, inversores y breakers; equipos complementarios como planta eléctrica, bomba de agua y compresor; áreas de car wash y ROC; gestión de consumibles, residuos y aceite usado; y tienda (Bonjour): higiene, temperaturas, manejo de alimentos y control de plagas. Ideal para garantizar cumplimiento, seguridad y operatividad.
by Alan Abreu, from the CommunityDownloads: 20+Get - Template
AGI TR Inspection Report
Use this AGI TR Inspection Report template to standardize inspections of AGI transformer rectifier installations. Capture site details, TR type and supply, photos of the installation, DC cable connections, and monitor status including Abriox. Record faults, describe supply arrangements, verify plug-in status, and log corrective actions. Customize, assign, schedule, and export results to PDF.
by Richard Draper, from the CommunityDownloads: 20+Get - Template
GE Uptower Gearbox Repair Report
Complete this GE uptower gearbox repair report when servicing wind turbines. Capture job details, site and weather, inspection findings, repair steps, parts replaced, torque values, photos, test results, signatures, and approvals to ensure traceability, quality, and safety compliance.
by Cris Balassa, from the CommunityDownloads: 20+Get - Template
Personal Protection Audit Checklist
This Personal Protection Audit template helps project teams and contractors assess PPE needs and controls across a worksite. It covers policy and signage requirements, availability and suitability of PPE, staff understanding and training, monitoring and enforcement, inspection and replacement programs, and periodic review of PPE needs. Designed with utilities and water projects in mind, it supports compliance with safe work procedures and encourages continual improvement through documented actions and signatures.
by James Pither, from the CommunityDownloads: 20+Get - Template
Safety Department SPCC Plan Checklist
This SPCC plan checklist helps safety teams conduct compliant inspections across facilities handling oil. Record document details, site and personnel, then review key areas: storage tanks (leaks, corrosion, foundations, gauges, vents, secondary containment, drain status), piping and valves (leaks, damage, caps), security measures (fences, gates, lighting, locks), and spill response inventory (shovels, brooms, absorbents, floor dry levels). Use it to standardize checks at ports, plants or yards and document corrective actions to support EPA SPCC requirements.
by Brian Rogers, from the CommunityDownloads: 20+Get - Template
Offshore Hygiene Inspection Form
This offshore hygiene inspection form helps teams on oil and gas platforms assess food handling, storage, preparation temperatures, and protection practices. It covers leftovers control, utensil and equipment sanitation, personnel health and hygiene, and required training. General offshore housekeeping is included, with checks for bunks, corridors, pest control, and chemical use. Galley and dining area standards and linen and restroom cleanliness are also verified. Use this bilingual English and Thai checklist to standardize audits, maintain compliance, and protect crews during offshore operations.
by Carlo Reyes, from the CommunityDownloads: 20+Get - Template
R7 MARS Energy Review Program Checklist
Evaluate building energy performance with the R7 MARS Energy review checklist. Verify efficient lighting controls, water saving devices, and building envelope measures. Confirm operating plans for major equipment, Energy Star compliance, and shutdown practices. Track BTU and water use per GSF against regional goals, review audits and corrective actions, and promote tenant awareness to achieve energy and water reduction targets.
by Thomas Robbins, from the CommunityDownloads: 20+Get - Template
Utility Audit and Meter Inspection Checklist
This utility audit checklist helps teams record and verify utility meters across a site. Capture a location map and photos, log each meter with the utility served, take clear photos of current readings, and note accessibility details including keys, cages, and locks. Add comments and additional information as needed, repeat for multiple meters, and include a final site photo indicating meter locations. Designed for consistent data capture and easier utility reporting across facilities.
by Dean Haley, from the CommunityDownloads: 20+Get - Template
S and C Team Member Safety Observation Checklist
This safety observation checklist supports S and C team members and auditors in verifying safe work practices on electrical job sites. It covers pre job briefings, site hazard assessment, tailgate forms, emergency instructions, and access to required documentation such as safety manuals and safety data sheets. The checklist guides thorough PPE inspection, including flame resistant clothing, hard hats, eye protection, safety footwear, and insulating rubber goods. Electrical safety steps include barricading work zones, lockout tagout, stored energy control, zero energy verification, and proper use of calibrated test equipment, insulated tools, and GFCIs. It also addresses fall protection, ladder safety, ergonomic lifting, and verification of first aid, CPR, AED, and OSHA training. The audit section documents non conformances, follow up actions, and signatures.
by Joe Barrios, from the CommunityDownloads: 20+Get - Template
Grosvenor L and P Distribution Boards
Use this Grosvenor field inspection report to assess distribution boards and enclosures for build quality and suitability. Verify IP ratings, materials, plinths, doors, locks, stays, document pockets, and gaskets. Check gear trays, breaker chassis and colors, main switches, and RCD and ELCB protection across lighting, power, and welding circuits. Review lighting control with contactors, overrides, relays, timers, and terminals. Confirm segregation by voltage, intrinsically safe design, and compliance with AS NZS 3000 and 60079. Inspect terminals, internal wiring clearance, shrouding, labeling, and availability of FAT documentation.
by Bruce R. Johnston, from the CommunityDownloads: 20+Get - Template
Sheridan Production Drilling Rig Inspection
This drilling rig inspection checklist helps oil and gas teams verify safety and compliance across the site. It covers JSEA paperwork, signage, wind indicators, fuel tank venting, electrical grounding, accumulators, and housekeeping. Sections include stairs and guardrails, derrick and substructure, rig floor equipment and controls, fuel and mud tanks, mud pump area, choke manifold, pipe racks, and blowout preventers. It also checks eyewash and first aid, fall protection, lighting, H2S monitors, PPE, communication, and emergency muster areas.
by Jennifer Turner, from the CommunityDownloads: 20+Get - Template
Roof plumbinghazard inspection
The Roof & Plumbing Hazard Inspection template is designed to help facilities and maintenance teams identify risks such as water infiltration, roof damage, blocked drainage, and plumbing faults. Inspectors can record hazard locations, severity, photos, and corrective actions. It promotes proactive building maintenance and helps prevent structural issues and safety incidents.
by Kylie Williamson, from the CommunityDownloads: 20+Get - Template
Meter Installation Checklist
This meter installation checklist helps utility teams document every step of a new installation or replacement. Record site address, GPS, account number, old and new meter numbers, CT and VT ratios, kWh and kVA readings, and capture photos of meters and displays. Log modem number, IP address, and installation date, and include LPU installation notes for complete traceability.
by Nama Khoi, from the CommunityDownloads: 20+Get - Template
NIBE Heat Pump Annual Service Checklist
Use this NIBE service checklist to complete a thorough annual inspection of heat pump and hot water systems. Tasks include checking the casing, fan, air vents, and heat exchanger, inspecting for refrigerant leaks and damaged insulation, clearing drains, and examining water piping and pressure. Verify DHW tank condition, pump noise and vibration, and the operation of pressure relief valves. Review electrical isolators and cable terminations, immersion heater connections, PCB connectors, and thermal protectors. Confirm heating and hot water set points, controller time and day settings, external thermostat operation, and replace the air filter. Record any repairs required and comments.
by s b, from the CommunityDownloads: 20+Get