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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.
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Loader Pre Start Inspection Checklist
Use this loader pre start inspection checklist to document daily safety and condition checks on heavy equipment. Verify bucket wear bits and cutting edge, pivot pins and grease points, lift and tilt cylinders, and hydraulic hoses. Review steps and handholds, warning devices, mirrors and glass, cab lights and cab securement. Check tires and wheels, fluid levels including oil, hydraulic and coolant, and look for engine, hydraulic and fuel leaks. Confirm belts and driveline condition. Inside the cab, confirm cleanliness, presence of the owners manual, fire extinguisher, safety decals, and that switches and lights function. Record general equipment condition and capture photos when repairs are required. Designed for oilfield and energy sites and suitable for construction and maintenance teams.
by Brent Walker, from the CommunityDownloads: 20+Get - Template
Aqua Metro Services Incident and Injury Report Form
Use this Incident and Injury Report Form to document workplace incidents for Aqua Metro Services. Capture what happened, people involved, injury type and body part, causes, treatment given, time lost, and witness details. Log contributing factors like manual tasks, slips and trips, equipment, and environment. Record vehicle or property damage, investigation findings, and recommended corrective actions to prevent recurrence. Submit to your supervisor and the Health and Safety Manager for review and follow up.
by Tania Salijevic, from the CommunityDownloads: 20+Get - Template
AEP Environmental Audit Form
This AEP Environmental Audit Form helps teams assess environmental compliance on right-of-way construction activities. It covers rainfall and stormwater events, erosion and sediment control measures such as silt sock and silt fence installation, water bars, sumps, and J-hooks. The form includes checks for bridges, rock construction entrances, road cleanliness, wash racks, stabilized topsoil and right-of-way, and containment capacity. Water protection items address streams, diversion ditches, pumps in containment, silt filter bags, and clearly marked wetlands. It also verifies refueling and staging distances from waterways, captures comments, and requires signatures to document findings and corrective actions.
by Levi Overdorff, from the CommunityDownloads: 20+Get - Template
EF0108 Treatment Operations Inspection Checklist
Use this EF0108 Treatment Operations Inspection Checklist to assess water and wastewater treatment facilities. Review documentation (EPA licence, PIRMP, operator checklists), site signage and housekeeping, erosion and sediment controls, access roads and stormwater. Inspect plant and equipment condition, safety data sheets, waste segregation, heritage and fire safety. Check for pollution incidents and contamination risks. Evaluate inlet works, odour beds, bioreactors, clarifiers, pipes, tanks, ponds, and disinfection systems. Confirm sludge and biosolids management, overflow pond readiness, discharge signage, and compliant chemical storage and bunding. Record findings, comments, and sign-off.
by Sharon Archer, from the CommunityDownloads: 20+Get - Template
Asbestos Removal Audit - Non Friable AC Pipe
This audit checklist supports safe, compliant removal of non‑friable asbestos cement (AC) pipes for water utility works. It covers licence requirements and evidence, WorkSafe notifications and control plans, site supervision and emergency planning, barricades and signage, PPE selection and use (P2 respirators, coveralls, gloves), decontamination and waste handling, wet methods and approved cutting tools, medical monitoring, and final cleaning and clearance verification. Designed for contractors and supervisors working with Gippsland Water assets.
by James Pither, from the CommunityDownloads: 20+Get - Template
Solar Facility Safety Assessment
This Solar Facility Safety Assessment helps operations teams evaluate safety and compliance across solar farms and PV plants. The checklist covers housekeeping, vegetation control, signage and labeling, emergency action planning, visitor and contractor procedures, lockout tagout, arc flash and electrical safety, HazCom and SDS management, PPE requirements, first aid and AED readiness, fire protection, battery room controls and ventilation, training and competency, and site security. Use it to identify hazards, document corrective actions, and standardize inspections to reduce risk and improve safety performance.
by Charles Wilson, from the CommunityDownloads: 20+Get - Template
DCSA Inspection Checklist
This DCSA inspection template helps auditors assess safety and compliance at industrial plants such as power facilities. It guides observation of work areas, PPE use, tool condition, segregation of work zones, illumination, suitability of access equipment, controls for falling objects, personnel positioning, environmental controls, and hot works. It includes verbal questions on RPE use and clean-shaven policy, task understanding, safety documentation, supervisor instructions, key controls in the method statement, daily briefings, POWRA, and security or site access passes. The template concludes with findings capture and sign-off to document the audit.
by Stacy Fuller, from the CommunityDownloads: 20+Get - Template
Informe de actividades diarias
Esta plantilla en español permite documentar el informe de actividades diarias para servicios de vigilancia y seguridad privada en campos de ECOPETROL. Incluye secciones para datos del reportante, fecha y hora, número de contacto, ubicación y campo; registro de equipos en el área, empresas aliadas en operación, evaluación y mapas de riesgos, y reporte de novedades ocurridas durante el turno. Ayuda a estandarizar la recolección de información crítica para el análisis de seguridad, la coordinación operativa y el seguimiento de incidentes en entornos petroleros.
by Everaldo Zúñiga López, from the CommunityDownloads: 20+Get - Template
Allwater Flooding Report Template
Use this Allwater flooding report template to document internal and external water or wastewater incidents. Capture property and asset damage, location and work order details, and whether flooding occurred inside, outside, or both. Record causes and actions taken such as choked sewer connections or burst water mains, note main or service size, and if cleaners were called. Include photos, list personnel involved, advise customers to contact their insurer, and summarize additional comments for a complete property damage report.
by scott whitehead, from the CommunityDownloads: 20+Get - Template
Ventia Confined Space Risk Assessment & Permit
Use this Ventia checklist to determine if a work area is a confined space, conduct atmospheric testing, and document risk controls. The template covers hazard identification, PPE and isolation requirements, continuous gas monitoring, entry logs, permit issue and acceptance, and close-out. It also includes an emergency rescue plan with roles, equipment, and communication procedures to help teams meet safety obligations on construction, utilities, and maintenance sites.
by Kurtis Carlyle, from the CommunityDownloads: 20+Get - Template
Revisión de obras para ejecutar
Esta plantilla en español ayuda a revisar una obra antes de su ejecución en el ámbito eléctrico. Permite documentar descripción y número de obra, verificar si la ejecución corresponde a CFE o al usuario, definir materiales aportados por cada parte, identificar posibles afectaciones a usuarios y asignar responsables. Úsala para estandarizar la planeación, prevenir riesgos y asegurar el cumplimiento de los requisitos técnicos y regulatorios antes de iniciar los trabajos.
by Samuel Espinoza Ramírez, from the CommunityDownloads: 20+Get - Template
HSEQ Checklist for Fuel Storage Installations
Audit fuel storage installations with this comprehensive HSEQ checklist. Covers aboveground and underground tanks, signage, ladders, filler points, couplings, spill containment, bund walls and floors, pumps and pipelines, emergency stops, non-return valves, stock control, separators, electrical safety, fire extinguishers, MSDS, licensing, and work permits. Includes prompts to record leaks or overfills, photos, hazard reports (IHSE), and follow-up actions. Ideal for commercial fuel sites and depots to ensure safety, environmental compliance, and operational quality.
by Hugo Adendorff, from the CommunityDownloads: 20+Get - Template
HSEQ Checklist for Fuel Storage Sites
Use this HSEQ checklist to assess fuel storage installations at commercial sites. Cover above- and underground tanks, bunds, BTF tanks, pumps and pipelines, environmental controls, electrical safety, and emergency response. Verify signage, emergency stops, spill kits, MSDS availability, permits and licenses, stock control, and maintenance. Identify leaks, corrosion, and housekeeping issues, and record corrective actions, responsibilities, and target dates.
by Johan le Roux, from the CommunityDownloads: 20+Get - Template
Water Treatment Compliance Instrument Calibrations
An audit checklist for water treatment plants to validate compliance instrument calibrations. Covers turbidity, chlorine residual, and pH checks with triple validation, calibration log review, and SCADA trend verification. Guides auditors to confirm overrides, record start and completion times, capture photos of log sheets and screens, and summarize findings. Designed to demonstrate compliance with drinking water standards for assessors and supervisors, with fields for duty technician, audit details, comments, and signature.
by Craig Mayall, from the CommunityDownloads: 20+Get - Template
LEG Drilling Rig Inspection Checklist (Weekly)
This weekly drilling rig inspection checklist helps crews verify critical safety and operational controls across the site. Sections cover road access and lease conditions, entrance and hazard signage, BOP and well control equipment, accumulator setup, manifold operation, flare tank integrity, and substructure safety. It also includes checks for mud tanks, mud pumps, generators and electrical systems, doghouse readiness, required documents and records, rig floor equipment, derrick hardware, and traveling assembly. The template reinforces crew training, gas detection, emergency response planning, safe work permits, rental equipment compliance, and housekeeping to reduce risk and maintain uptime.
by Rene Garcia, from the CommunityDownloads: 20+Get - Template
Inspections ATEX
Cette checklist d’inspection ATEX aide à évaluer la conformité des équipements en zones 0, 1, 2, 20, 21 et 22. Contrôlez le marquage Ex, les certificats, l’indice IP, le groupe et la classe de température, l’étiquetage, la mise à la terre, l’état des câbles et entrées de câbles, l’étanchéité des conduits, ainsi que les conditions environnementales. Vérifiez l’intégrité des boîtiers, joints, brides, protections et réglages électriques, y compris les installations à tension/fréquence variable. Documentez les anomalies, les mesures d’isolement, les réparations et la clôture avec signatures pour garantir une conformité durable.
by SafetyCultureDownloads: 10+Get - Template
Inspection LEED des tours et liste de contrôle QEI
Sous-structure logarithmique de la construction du CIAQ (Comité pour la qualité de l'environnement intérieur)
by SafetyCultureDownloads: 10+Get - Template
High Voltage Batteries Checklist (Aviva LPS V1.0)
Use this Aviva Loss Prevention Standards checklist to manage the risks of high voltage batteries across your site. It guides teams through governance and training, fire and DSEAR risk assessments, safe storage and segregation, OEM-based maintenance, and periodic inspections, including thermographic checks. Verify charging area design, water and contaminant protection, battery management systems, and ventilation interlocks. Confirm fire protection measures such as sprinklers, detection, and local extinguishing systems, and ensure appropriate portable extinguishers and staff training. Establish emergency response and evacuation procedures, isolation of charging and discharging circuits, and post-incident stabilization. Include compliant disposal processes and secure storage for damaged units, with records of inspections and corrective actions.
by SafetyCultureDownloads: 10+Get - Template
SPCC Portable Container Monthly Inspection Checklist
Use this SPCC portable container monthly inspection checklist to document visual checks of oil or fuel containers and their secondary containment. Verify storage areas are designated and clear, drain valves are closed and functional, egress routes are unobstructed, and containers show no leaks, distortion, or damage. Note nonconformances with corrective actions, capture inspector details and signatures, and retain records for at least 36 months. Designed for owner’s inspectors familiar with the site to support EPA SPCC compliance.
by SafetyCultureDownloads: 10+Get - Template
Rubber PPE In/Out Receipt
Use this rubber PPE in/out receipt to track the issuing and return of insulating gloves and sleeves for electrical work. Record employee details and numbers, glove and sleeve classes, and capture photos of ID numbers. Include acknowledgment of training, daily inspection commitments, and employee signature to support compliance and safety. Ideal for utilities and electrical maintenance teams.
by Joseph Branco, from the CommunityDownloads: 10+Get - Template
Wirribilla Fuel Storage Audit
This fuel storage audit template helps assess the safety and compliance of on site fuel storage, including checks for recorded fuel use, condition of collision barriers, sufficient bunding, safe access ladders, housekeeping and fire hazards, current test and tag on fire extinguishers, availability of PPE and MSDS, site security, and the structural integrity of overhead tanks. Capture details such as audit title, document number, site, date, personnel and location, then sign and email the completed report to the OSH Coordinator for action. Use it to standardize inspections and improve risk control around fuel storage.
by Michael Campbell, from the CommunityDownloads: 10+Get - Template
Facilities and Civil Construction Safety Report
A comprehensive safety inspection checklist for oil and gas facilities and civil construction activities. Assess signage, permits, PPE, H2S monitoring, electrical and equipment grounding, housekeeping, lockout tagout, and contractor practices. Verify compliance items such as SPCC, UIC, and FRP plans, eyewash and fire protection, confined space labels, transformers, and emergency readiness across sites.
by Fred Brunsell, from the CommunityDownloads: 10+Get - Template
Solar PV Interim Maintenance (KEL 007)
This interim maintenance checklist supports 3‑month inspections of grid‑connected solar PV systems. It guides technicians through inverter operation checks, AC cabinet conditions, thermographic sampling of AC/DC connections, torque and corrosion checks, panel soiling and shading assessments, DC connector testing, cable integrity, mechanical damage or discoloration, and routine cleaning. It also covers bird deterrent equipment inspection and documentation with photos and notes to help ensure reliable, safe system performance.
by Declan Hughes, from the CommunityDownloads: 10+Get - Template
EMC Roland Cooper Maintenance Checklist
This EMC Roland Cooper Maintenance Checklist supports routine operations at wastewater facilities. It covers settleometer readings and equipment checks including blowers, bar screen, diffusers, clarifier surface, chlorine contact chamber, chlorine tablet replenishment, and influent pump status. It also guides quality control testing for ammonia, aeration basin pH, effluent pH, dissolved oxygen, chlorine residual, and flow (MGD). Users can add photos and notes, assign corrective actions with priority and due dates, capture signatures, and export reports. Use it as a structured maintenance log to document each visit and ensure consistent plant performance.
by Wm Jay Mather, from the CommunityDownloads: 10+Get
