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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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MEC JOB BRIEFING
This document is a detailed job briefing and safety assessment form used by MEC (Macon Electric Cooperative) for electrical work operations. It includes sections for crew assignments, work order details, task codes, voltage assessments, and substation locations. The form features a comprehensive hazard assessment matrix covering various risk factors like equipment usage, environmental conditions, and structural concerns. It also includes important safety protocols such as proper PPE requirements, grounding procedures, and OSHA compliance checks. The document ensures thorough communication of work procedures and potential hazards among team members, with specific attention to energy source controls and safety measures. Multiple signature lines are provided for accountability and verification of the briefing completion.
by Dan Ulhorn, from the CommunityDownloads: 40+Get - Template
Switchboard Risk Audit Checklist (Version 4.0)
Use this Switchboard Risk Audit v4.0 checklist to assess the condition and safety of electrical distribution boards. Record inspection details, capture photos, and verify cleanliness, installation, and compliant labelling. Check insulation and earthing integrity, RCD requirements and test results, and perform thermographic scans where needed. Log supply readings and phase balance, evaluate busbar and component condition, and review auxiliary equipment such as timers and emergency lighting test switches. Rate board condition and spare capacity, then sign off with technician details.
by Geoff Lane, from the CommunityDownloads: 40+Get - Template
Boiler, Steam System and Steam User Audit
This audit tool has been developed to assist clients manage their plant for Safety, Efficiency and Serviceability.
by Owen Brischke, from the CommunityDownloads: 40+Get - Template
Powercor Plant and Equipment Audit Checklist
This comprehensive audit checklist supports Vemco Group and Powercor crews performing vegetation management in electrical environments. It covers vehicle and plant readiness, worksite hazard management, PPE, manual handling, safe approach distances to LV/HV conductors, chainsaw use, climbing, tree felling, live line vegetation removal, environmental controls, herbicide handling, dangerous goods, traffic management, fire prevention, EWP and chipper checks, heavy plant operation, and site reinstatement.
by Alex Miller, from the CommunityDownloads: 40+Get - Template
Auditoria HSE para Site em Operacao
Modelo de checklist para auditoria HSE em sites em operacao com foco em eficiencia energetica. Inclui verificacoes de avaliacao de riscos, contratados, resposta a emergencia, sinalizacao, controle de substancias perigosas, limpeza e organizacao, EPI, ferramentas e equipamentos, trabalho em altura, movimentacao manual e eletricidade. Ideal para padronizar inspecoes, registrar evidencias e reforcar conformidade e seguranca.
by CommunityDownloads: 40+Get - Template
INTERFLOW - Sewer Manhole Condition and ASCON Checklist
Workplace observation/ inspection and audit used to validate INTERFLOWS workplace culture and compliance
by Troy Dawson, from the CommunityDownloads: 40+Get - Template
Programmed CWW M and E Activity Audit
This audit checklist supports oversight of mechanical and electrical activities for water and sewer operations under Programmed CWW. It guides field supervisors through HSEQ checks, traffic and pedestrian management, environmental controls, customer considerations, vehicles, plant and equipment, asbestos tasks, excavation, and M and E sewer station requirements. Capture photos, record actions, verify qualifications and permits, and document site conditions. Conclude with signatures and note opportunities for improvement.
by Reuben Fryer, from the CommunityDownloads: 40+Get - Template
Relatório de Inspeção para Metas Individuais
Este relatório de inspeção ajuda equipes operacionais a avaliar estações de medição, cobrindo placas informativas, acessos, pintura e corrosão, etiquetas de calibração e prazos, lacres, vazamentos, manômetros, medidor e nível de óleo, sistema de aterramento, computador de vazão e painel solar, além de verificações elétricas e limpeza. Inclui campos para local, auditor, data e assinaturas.
by Marcelo Flávio Barbosa da Silva, from the CommunityDownloads: 40+Get - Template
SPC Site Standards Audit - Sewage Treatment Plants
A detailed framework for conducting comprehensive site standards audits across various facility aspects. The guide covers essential areas including site security, grounds maintenance, signage evaluation, kiosk conditions, plant operations, sampling procedures, and PPE requirements. Each section contains specific assessment criteria, scoring guidelines (1-5 scale), and provisions for photographic documentation of both concerns and best practices. The audit tool ensures thorough evaluation of facility conditions, safety compliance, and operational efficiency while maintaining detailed records for management review and improvement tracking. Designed for facility managers and safety officers, this systematic approach helps maintain high operational standards and identify areas requiring attention.
by Kate Chant, from the CommunityDownloads: 40+Get - Template
Commissioning Report JSG V1 SunGiga Battery System
This commissioning report template is designed for SunGiga battery energy storage systems. It guides teams through cold and hot commissioning, including enclosure and connection checks, clearances, connector integrity, cooling system inspection, torque verification, fuse and SPD status, thermostat and fan checks, and grounding continuity. It covers energisation steps, internal and client networking, IP setup for SCU, PCS, and BMU, software upgrades, chiller settings, protection tests for smoke and heat sensors, EMS visibility and control, functional testing, emergency stop, and final confirmation with signatures.
by Sergio Molla, from the CommunityDownloads: 40+Get - Template
Confined Space Entry Audit Checklist
This confined space entry audit checklist helps water and wastewater utility teams verify safe setup and execution of confined space work. It covers site setup and barricading, required equipment such as harnesses, tripods, breathing apparatus, and gas detectors, pre entry gas checks, isolations, permits, training and minimum crew requirements, continuous gas monitoring, communications, and hot work controls. Use it to document completion steps, corrective actions, and signatures from the responsible officer, auditor, and contractor representative to strengthen compliance and safety.
by James Pither, from the CommunityDownloads: 40+Get - Template
Linesman Competency Test
This document outlines the complete assessment process for vessel mooring linesman operations. It includes pre-assessment requirements such as VHF training and safety system understanding, along with detailed evaluation criteria for hazard identification and practical skills. The assessment follows a commentary-based approach where candidates must demonstrate their knowledge of safety protocols, proper communication with vessel pilots, and mastery of essential hand signals. Key components include weather awareness, equipment inspection, and emergency procedures. The guide also covers critical safety breach conditions and assessment termination criteria, ensuring that only qualified personnel who meet all safety and operational standards are certified for linesman duties.
by Liam Murray, from the CommunityDownloads: 40+Get - Template
Brookfield Wind Facility Site Inspection Checklist
This Brookfield Wind Facility Site Inspection Checklist helps teams assess wind power sites for safety, compliance, and readiness. Review emergency contact lists, fire extinguishers, first aid and eyewash stations, building integrity, security, lighting, and housekeeping. Verify PPE and fall protection, guardrails, and machine guards. Manage oils and chemicals with proper labeling, secondary containment, SPCC posting, and spill kits. Check cranes and rigging logs, waste storage, and flammable materials to maintain safe operations.
by Trish Becker, from the CommunityDownloads: 40+Get - Template
Substation Safety Audit Checklist
This substation safety audit checklist helps teams evaluate on-site safety and compliance across administrative controls, housekeeping, PPE, hand and power tools, work at heights, fall protection, hot work, excavations, aerial lifts, cranes, and material handling. Use it to verify permits, training certifications, equipment condition, minimum approach distances, and documentation such as JHAs, SDSs, and inspections.
by Michael Stanczyc, from the CommunityDownloads: 40+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.