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Energy & Utilities
Access energy and utilities templates and training courses built for field service work, electrical safety checks, and site inspections. Help your teams stay compliant, keep assets reliable, and manage critical work across generation, transmission, and facility environments.
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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
Lista de verificação para manutenção de sistemas HVAC
Checklist de inspeção de manutenção preventiva para equipamentos HVAC. Mantenha seus sistemas de aquecimento e resfriamento sob controle.
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 - Template
Cathodic Protection Unit Fault Investigation Audit
This audit protocol guides technicians through fault investigation of cathodic protection units. Verify CPU details against SAP and MG SWP CP3.001.1, assess current output, measure DC output and AC supply, and inspect anode and structure cable connections. When the fault cannot be identified, escalate to a qualified electrical or electronics technician. Includes fields for job details, comments, audit finding summary, and auditor and auditee sign-off to document corrective actions.
by Karen Kennan, from the CommunityDownloads: 10+Get - Template
Inspeção de Subestação Elétrica
Modelo de checklist para inspeção de subestação elétrica em 2024. Verifique acesso restrito, sinalização, armazenamento, contatos com partes energizadas, presença de insetos, conformidade da fiação, desobstrução e visibilidade, condições do piso, iluminação, disponibilidade de EPIs e proteção de partes vivas. Inclui checagem de quadros de distribuição, estruturas de barramentos e registro fotográfico, além de campo para demais observações e seção de ciência (responsável, CIPA e SESMT). Ideal para padronizar rotinas de segurança elétrica e atender requisitos de conformidade. Personalize para suas normas e procedimentos internos.
by Marcelo Domith, from the CommunityDownloads: 10+Get - Template
HV Authorised Persons Competency Assessment
Use this annual HV authorised persons competency assessment to verify engineers knowledge and skills on high voltage systems. Topics include PPE compliance, switchgear identification and operation, SF6 considerations, safe isolation and lockout, proving dead, signage and safety locks, and issuing permit-to-work. Supervisors can evaluate overall confidence, record pass or fail results, and decide if further training is required before authorisation continues.
by Adam Stevens, from the CommunityDownloads: 10+Get - Template
AMBP 120: Overhead Lines Job Inspection
Use this AMBP 120 checklist to support project leads conducting overhead line job inspections for electrical utilities. Verify statutory notices, danger signage, and site documentation; assess safety equipment, PPE, and emergency gear. Review hazards, work methods, lifting practices, and housekeeping, and ensure roles, permits, and registers are in order. Capture photos, classify issues by severity, and document corrective actions for compliance and quality.
by Andrew Hodges, from the CommunityDownloads: 10+Get - Template
Warranty Period Audit
This warranty period audit template helps utilities and local authorities verify that gifted water assets remain defect-free during the warranty term. Inspect manholes, maintenance shafts, and water mains for trench subsidence, infiltration, correct finish levels, and overall condition. Check valve and fireplug covers, marker posts and markings, air valve pits, washouts, and scour points. Capture notes and photos as evidence and record compliance status as compliant, non-compliant needs follow up, or waiting for CCTV survey. Designed for EGW processes, this checklist supports consistent, documented inspections of water infrastructure.
by Kris Hunter, from the CommunityDownloads: 10+Get - Template
Tarjeta de Reporte HSEQ Observa Actua y Reporta
Formulario HSEQ para observar, reportar y corregir comportamientos y condiciones en el trabajo. Incluye secciones de herramientas y equipos, entorno laboral, ergonomia, uso de EPP, permisos y controles, y niveles de riesgo. Disena para operaciones de petroleo y gas como exploracion, perforacion, completamiento, produccion y comercializacion. Permite detallar la observacion, clasificar el nivel de riesgo, proponer acciones, registrar firmas y seguimiento por HSEQ. Enfatiza la seguridad como deber de colaboradores, contratistas, proveedores y visitantes y promueve el programa de consciencia 24/7.
by carlos maldonado, from the CommunityDownloads: 10+Get - Template
Seventhwave Commercial Building Data Collection Form
This comprehensive data collection form supports Commercial Building Study projects and energy code reviews. Use it to capture plan review and site visit data for IECC 2012 and ASHRAE 90.1, including building envelope assemblies, window-to-wall ratio, fenestration U-factor and SHGC, daylighting requirements, HVAC inventory and controls, economizers, hydronic and pumping systems, energy recovery, plumbing and lighting controls, commissioning, and on-site renewable details. Ideal for energy auditors, engineers, and facilities teams conducting commercial building assessments.
by Commercial Building Study, from the CommunityDownloads: 10+Get - Template
EV Post Completion Checklist
This EV post-completion checklist helps quality assure and document electric vehicle chargepoint installations. It guides site arrival and customer interaction, visual inspections of supply, bonding and CT placement, and compliance with OZEV and the EV charging Code of Practice. Sections cover chargepoint mounting and sealing, ferrules and terminations, data and CT cabling, and neat cable routing. It includes consumer unit protection and labeling, correct MCB and RCD selection, and secure connections. Technicians record test results including Ze, IPF, R1+R2, insulation resistance, polarity, Zs, and RCD performance, confirm WiFi or 4G connectivity, and capture customer feedback and final sign-off with engineer and customer signatures.
by Hermione Arblaster, from the CommunityDownloads: 10+Get - Template
NFPA 110 ATS Testing Checklist for Power Plants
Ensure compliance with NFPA 110 Sec 8.4.6 using this ATS testing checklist for power plants. Conduct monthly transfer tests from normal to emergency and back, complete pre-test inspections, and verify control modules, breakers, fuses, and indicator lamps. Record TDNE and TDEN timings, note alarms during synchronization, and confirm restored power. Log hourly readings for ATS E1 and ATS 1 including voltages, current, frequency, load, kW, kVA, kVAR, and power factor. Capture observations, recommendations, photos, and technician signatures to maintain reliable emergency power systems.
by FAC Maintenance Team, from the CommunityDownloads: 10+Get
Ready-to-use safety and quality resources for energy and utilities teams
Keep energy and utilities teams moving with faster access to safety and quality resources that work in the real world. SafetyCulture’s Content Library is a practical online hub offering energy and utilities templates and training courses, giving leaders easy access to proven tools their teams can use on-site. It helps standardize work without starting from scratch.
Why digital resources matter
Using shared digital content supports energy and utilities digital transformation by keeping standards consistent across every site. With energy and utilities field service management in mind, these resources cut paperwork and reduce delays, so teams can spend more time identifying risks and less time chasing updates. Everyone works from the same current version, supporting reliable solutions and clearer accountability.
Here’s how teams use the Content Library to get results faster:
Identify electrical risks early with an inspection report to reduce hazards before they escalate.
Maintain safe operations using a maintenance checklist to cut outages and protect long-term asset reliability.
Ensure site readiness with a survey checklist that reduces rework and supports safer solar installations.
At its core, the Content Library exists to help energy and utilities teams work faster, stay aligned, and maintain strong safety and quality standards at scale.