MS-ELE-001-2026 | MV & LV Switchgear Method Statement
Method Statement · Electrical · North America
MV & LV Switchgear
Medium Voltage and Low Voltage Switchgear Installation — Approved Procedure
✔ Approved for Construction
Document Ref
MS-ELE-001-2026
Revision
Rev.01
Issue Date
25 April 2026
Project / Site
[Project Name]
Client
[Client]
Contractor
[Contractor]
Location
[Location]
Zone / Standard
North America
Status
Approved for Construction
Discipline
Electrical
Amendment History
Rev.DateDescriptionPreparedApproved
00[Date]Initial Issue — For Review[Name][Name]
0125 Apr 2026Approved for Construction[Name][Name]
1
Scope of Work

This Method Statement defines the approved procedure for Medium Voltage (MV) and Low Voltage (LV) switchgear, to be carried out at [Location] by [Contractor] on behalf of [Client].

Inclusions
  • Site preparation, survey and setting-out
  • Mobilisation of plant, equipment and materials
  • Execution of works in accordance with approved drawings and specifications
  • Quality inspections and testing at designated hold/witness points
  • Demobilisation, site clearance and reinstatement
  • Compilation of as-built records and handover documentation
Exclusions
  • Civil/structural enabling works (refer to separate Method Statement)
  • Commissioning and energisation procedures (refer to Commissioning Plan)
  • Supply of materials not listed in approved material submittals

Contract Reference: [Contract No.]  |  Drawing Reference: [Drawing No.]  |  Location: [Location]  |  Zone: North America

2
Responsibilities & Key Personnel

The following personnel are assigned responsibility for delivery of this activity. All personnel roles are TBN (To Be Nominated) — names and certification references to be inserted prior to commencement.

RoleResponsibilities
Project ManagerOverall project accountability; resource allocation; client interface; approval of method statement deviations.
Site / Discipline EngineerTechnical supervision; drawing interpretation; quality hold-point sign-off; coordination with commissioning team.
HSE OfficerDaily safety inspections; PTW management; toolbox talk facilitation; incident reporting; PPE compliance enforcement.
Installation SupervisorDirect crew supervision; work sequence adherence; daily progress reporting; immediate hazard escalation.
Competent TradespersonExecution of specialist trade activities; LOTO compliance; testing and inspection support.
QA/QC InspectorITP execution; non-conformance identification; material verification; test record compilation.
Lifting SupervisorApproved lifting plan execution; crane & sling inspections; lift safety coordination.
3
Material & Equipment
Plant & Equipment
ItemSpecification / RatingCertification RequiredInspection Frequency
Lifting EquipmentPer approved lifting planAnnual third-party load certPre-use daily
Power Tools110V / 240V / batteryPAT test currentPre-use daily
Torque WrenchesCalibrated to torque scheduleAnnual calibration certBefore each use
Electrical Test EquipmentInsulation, continuity, earthNIST/UKAS traceable cal.Before each use
Portable Earthing SetsRated for system voltageManufacturer rating certBefore each use
LOTO Devices & PadlocksPer applicable LOTO standardN/AVisual check before use
Spill Kit / ContainmentCapacity ≥ largest fluid vol.N/AMonthly
Material Submittals

All materials shall be submitted for engineer approval prior to delivery. Submittals shall include data sheets, test certificates, and manufacturer installation instructions.

Approval Status: All materials to be approved before installation commences.

4
Sequence of Operations

The following work steps shall be executed in sequence. No step shall commence until the preceding step is satisfactorily completed and any required hold point signed off.

StepAction / Work StepResponsibleQC CheckSafety Control
1 Pre-commencement preparation. Obtain valid PTW. Conduct toolbox talk. Verify site conditions and LOTO applied. Supervisor / HSE Officer PTW issued; LOTO verified; site survey complete Zone barricading; exclusion zone set
2 Mobilise plant and equipment. Inspect and verify all plant certifications and calibrations. Supervisor / QA Inspector Equipment certs verified; calibration current Pre-use inspection records completed
3 Execute preparatory works. Set out, survey, and prepare work area per drawings. Engineer / Supervisor Dimensional check; surface inspection PPE enforced; manual handling controls active
4 Install / execute primary work. Carry out MV and LV switchgear per approved drawings and this method statement. Competent Tradesperson Inspection hold point; torque / test records LOTO active; buddy system
5 Quality inspection & testing. Conduct all specified tests. Record results on ITP. QA Inspector / Engineer Signed test records; engineer acceptance Access controlled during testing
6 Punch list and snagging. Rectify all identified defects. Engineer / Supervisor Punch list closed; re-inspection complete Normal site PPE
7 Final documentation & handover. Compile records; submit to client. Close PTW. Engineer / QA Inspector Handover dossier signed; ITP signed off PTW closed; area left clean & safe
5
Risk Assessment

Risk Rating = Likelihood (L) × Severity (S)  |  1–4 Low  |  5–9 Medium  |  10–25 High

Work StepHazardWho at RiskLSRatingControl MeasuresResidual
Site Prep / LOTOInadvertent energisation of live circuitsAll workers25HIGHFull LOTO per NA standard; verify isolation; PTW issued before workLOW
Lifting & PositioningDropped load — crush / fatalityWorkers, public25HIGHApproved lift plan; certified crane & slings; exclusion zone; banksman; wind speed limitLOW
Primary Work ActivityStruck by / trapped by moving plantWorkers33MEDToolbox talk; exclusion zones; spotter; hi-vis; PPE enforcedLOW
Electrical WorkArc flash / electric shockElectricians25HIGHLOTO active; arc-rated PPE per NA; incident energy analysis; buddy systemLOW
Manual HandlingMusculoskeletal injuryWorkers32MEDMechanical aids; team lift protocol; manual handling training; task rotationLOW
Working at HeightFall from heightWorkers25HIGHEdge protection; PFPE; rescue plan; permit to work at height; buddy systemLOW
Spill / LeakEnvironmental damage / slip hazardWorkers, environment23MEDDrip trays; spill kit on standby; SDS available; no ignition sources; bunded areaLOW
Testing PhaseHV exposure during testingElectricians25HIGHControlled access; insulated PPE; LOTO; engineer supervision; barriersLOW
6
PPE Requirements Matrix
PPE ItemApplicable TaskStandard / CertificationStatus
Safety Helmet (Class E)All tasksANSI Z89.1 / EN 397 / AS/NZS 1801Mandatory
High-Visibility Vest (Class 2/3)All tasksANSI/ISEA 107 / EN 471Mandatory
Safety Footwear (EH/SB-rated)All tasksASTM F2413 / EN ISO 20345Mandatory
Safety Glasses / GogglesAll tasksANSI Z87.1 / EN 166Mandatory
Work Gloves (cut-resistant)Manual handlingEN 388 / OSHA guidanceMandatory
Arc-Rated Insulating GlovesHV electrical workASTM D120 / IEC 60903 Class 4Mandatory
Arc Flash Face Shield (≥40 cal/cm²)HV electrical workNFPA 70E / ASTM F2178Mandatory
Arc-Rated FR CoverallHV electrical workNFPA 70E / ASTM F1506Mandatory
Chemical-Resistant Gloves (nitrile)Fluid / oil handlingEN 374 / ASTM D6978Mandatory
Splash GogglesFluid / oil handlingANSI Z87.1Mandatory
Full Body Harness (PFPE)Work at heightANSI Z359 / EN 361Mandatory
Respiratory Protection (FFP3/N100)Dusty conditionsEN 149 / NIOSHAdvisory

All PPE shall be inspected before use. Defective PPE shall be removed from service immediately and replaced.

7
Health & Safety Controls
Site Safety Rules
  • All personnel shall complete a formal site safety induction before commencing any work.
  • No work shall commence without a valid, signed Permit to Work.
  • Any person identifying an unsafe condition has the authority and obligation to exercise Stop Work Authority immediately.
  • Minimum supervision ratio: 1 supervisor per 5 workers for general activities; 1 supervisor per 2 workers for HV/high-risk activities.
LOTO (Lockout / Tagout)
  • All energy isolation shall be performed in strict accordance with North America LOTO requirements (OSHA 29 CFR 1910.147).
  • A unique lock and personal danger tag shall be applied by each worker.
  • LOTO records shall be maintained by the HSE Officer throughout the activity.
  • No energy source shall be re-established until all workers have removed their locks and confirmed the area is clear.
Electrical Safety
  • An incident energy analysis shall be conducted before any work on or near electrical equipment.
  • The arc flash boundary and minimum PPE category shall be established and enforced per NFPA 70E:2024.
  • No unauthorised personnel shall enter the Limited Approach Boundary of any energised equipment.
Work at Height
  • All work at height greater than 1.8m shall require a separate work-at-height permit.
  • Edge protection, scaffolding, or PFPE shall be provided and inspected.
  • A rescue plan shall be in place before personnel work at height.
Incident Reporting

All incidents, near misses and dangerous occurrences shall be reported to the HSE Officer immediately. Notification to the relevant regulatory authority shall be made within the legally required timescale for North America.

8
Lifting Plan Reference

All lifting operations shall be planned and executed in accordance with an approved Lifting & Hoisting Plan, prepared by a competent lifting engineer and approved prior to any lift commencing.

Key Requirements
  • All cranes, hoists, and lifting accessories shall hold valid third-party load test certificates and shall be within their inspection date.
  • Lifting slings, shackles, and accessories shall be colour-coded, rated, and inspected before each use.
  • A Lifting Supervisor (banksman) shall be designated for every lift.
  • Exclusion zones shall be established beneath and around all suspended loads. No personnel shall stand or work under a suspended load.
  • Wind speed shall be monitored. Lifts shall be suspended if wind speed exceeds the crane manufacturer's limit (typically 32–48 km/h).
  • For loads exceeding 1 tonne or where the lift is categorised as complex, an engineered lifting study shall be produced.
ParameterDetail
Lift Category Assessment[To be confirmed by Lifting Engineer prior to works]
Crane Capacity Required[Per approved Lifting Plan]
Lifting Plan Reference No.[LP-XXX-001]
9
Permit to Work Requirements

No high-risk work shall commence without a valid, approved Permit to Work (PTW) issued by the site HSE Officer and accepted by the competent person performing the work.

Permit Types Required
  • General Works Permit
  • Electrical Isolation Permit (LOTO-backed)
  • Hot Work Permit (for any welding, grinding, cutting or open flame work)
  • Work at Height Permit (for work >1.8m above ground/floor level)
  • Confined Space Entry Permit (for entry into any enclosed or partially enclosed space)
  • Excavation Permit (for any ground-breaking or excavation work)
PTW Process
  1. Requesting Supervisor submits PTW application to HSE Officer.
  2. HSE Officer carries out risk assessment and site inspection.
  3. PTW issued with defined scope, duration, controls, and PPE requirements.
  4. Performing competent person accepts and signs PTW before work commences.
  5. On completion, PTW is closed, signed, and filed by HSE Officer.

All PTWs shall be displayed at the work location for the duration of the activity.

10
Quality Control

All quality activities shall be carried out in accordance with the approved Inspection & Test Plan (ITP) referenced: [ITP-QA-ELE-001-2026].

H Hold Points — Written sign-off required
  • Pre-commencement: site survey, LOTO verification, material approval
  • Primary installation: dimensional check, alignment, torque verification
  • Pre-testing: insulation, continuity, and functional checks
  • Final: punch list closure and handover dossier acceptance
W Witness Points — Advance notice required
  • Intermediate inspections during installation sequence
  • Instrumentation and calibration checks
R Review Points — Documentation only
  • Material certificates and delivery notes
  • Test records and calibration certificates
  • As-built mark-ups
Non-Conformance

Any non-conforming work or material shall be identified, tagged, and a Non-Conformance Report (NCR) raised immediately. No non-conforming item shall be incorporated into permanent works without written engineer approval.

11
Environmental Controls

All works shall be carried out in compliance with applicable environmental legislation for North America and the project Environmental Management Plan.

Waste Management
  • All waste shall be segregated at source: general, hazardous, recyclable, inert.
  • Hazardous waste (oils, chemicals, contaminated absorbents) shall be stored in labelled, bunded containers and disposed of by licensed contractor with waste transfer certificates.
  • No waste shall be burnt on site.
Spill Prevention & Response
  • A spill kit shall be maintained at the work location throughout the activity.
  • Drip trays or bunded matting shall be placed beneath all equipment containing oils or chemicals.
  • In the event of a spill: stop source, contain with absorbent, report to HSE Officer, complete spill report form.
Dust & Noise Control
  • Damping down of unpaved surfaces during dry conditions.
  • Material stockpiles to be covered when not in use.
  • High-noise activities restricted to permitted working hours per site noise management plan.
  • Noise-emitting plant to be fitted with appropriate silencers and maintained.
Protected Areas

No works, storage, or vehicle movements within designated environmentally sensitive areas without written approval.

12
Emergency Response Plan

⚠ In the Event of Any Emergency — All Personnel Shall:

  1. Stop work immediately.
  2. Raise the alarm — shout "STOP WORK" and activate the nearest alarm point.
  3. Proceed to the designated assembly point per Site Emergency Plan Drawing No. [EP-001].
  4. Account for all personnel using the attendance register.
  5. Do not re-enter the work area until authorised by the HSE Officer.
Emergency Contacts
RoleNameContact
Site HSE Officer ([Contractor])TBN[Phone — 24/7]
Project Manager ([Contractor])TBN[Phone — business hrs]
Client Representative ([Client])TBN[Phone — business hrs]
Nearest Hospital / A&ETBN[Phone — 24/7]
National Emergency ServicesNorth America999 / 911 / 112 as applicable
First Aid & Fire Response
  • Minimum one First Aider on site at all times during working hours.
  • First aid kits located at: site office, work area (within 50m of activity).
  • AED (defibrillator) location: [To be confirmed by HSE Officer].
  • Fire extinguishers to be positioned within 10m of any hot work or ignition source.
  • Fire warden designated: [TBN]. Fire assembly point: [Per Site Emergency Plan].
13
Communication Plan
Toolbox Talks
  • Daily toolbox talk to be conducted by the Installation Supervisor before work commences each day.
  • Topics shall cover: daily work scope, hazards, controls, PTW requirements, emergency arrangements.
  • Attendance register to be signed by all personnel.
  • Weekly HSE toolbox talk on specific safety topic by HSE Officer.
Briefings
  • This Method Statement shall be read, understood, and signed by all personnel engaged in the activity before commencement.
  • Any change to scope, sequence, or risk shall trigger an immediate re-briefing of affected personnel.
Reporting
  • Daily progress report submitted by Supervisor to Project Manager.
  • Weekly HSE statistics report submitted by HSE Officer.
  • Incidents reported immediately; formal incident report within 24 hours.
  • Client progress meetings: as per contract schedule.
14
Training & Competency

No person shall carry out work for which they are not competent and qualified.

RoleMinimum Qualification / Certification Required
Project ManagerDegree / HND in relevant discipline; minimum 5 years project management experience.
Site EngineerDegree in relevant engineering discipline; minimum 3 years relevant site experience.
HSE OfficerNEBOSH / IOSH or equivalent; minimum 3 years HSE experience in construction.
Installation SupervisorTrade qualification or equivalent; minimum 5 years supervisory experience.
Competent TradespersonRecognised trade qualification (electrical, mechanical, civil as applicable); craft certificate.
Lifting SupervisorAppointed Person / Lift Supervisor qualification per applicable standard.
Rigger / SlingerRecognised rigging qualification; colour-code inspection competency.
First AiderValid First Aid at Work certificate (minimum 3-day course).
Induction Requirements
  • All personnel to complete [Contractor] site safety induction before commencing.
  • Activity-specific RAMS briefing: all personnel to sign attendance register.
  • Visitor induction: mandatory for any site visitor.

Competency Matrix Reference: [CMX-MS-ELE-001-2026] — to be maintained and updated by HSE Officer.

15
Drawings & Document Reference
Document TitleDocument No.RevisionStatus
Project Specification — MV and LV Switchgear[SPEC-XXX-001]Rev.0AFC
Electrical / Mechanical Drawings[EL/ME-XXX-001 series]Rev.0AFC
General Arrangement Drawing[GA-XXX-001]Rev.0AFC
Single Line Diagram (if electrical)[SLD-XXX-001]Rev.0AFC
Installation Detail Drawings[ID-XXX-001 series]Rev.0AFC
Inspection & Test Plan (ITP)[ITP-XXX-001]Rev.0AFC
Lifting Plan[LP-XXX-001]Rev.0AFC
Emergency Plan Drawing[EP-001]Rev.0Current

All works shall be executed strictly in accordance with the latest approved revision of the above documents. In the event of any conflict between this Method Statement and the drawings or specification, the Engineer shall be notified immediately for clarification before work proceeds.

16
References & Applicable Standards
Standard / CodeTitle / Description
OSHA 29 CFR 1926Construction Safety
OSHA 29 CFR 1910General Industry
OSHA 29 CFR 1910.147Lockout/Tagout
NFPA 70 (NEC) 2023National Electrical Code
NFPA 70E:2024Electrical Safety in the Workplace
ANSI Z89.1Industrial Head Protection
ANSI Z359Fall Protection Code
CSA Z462Workplace Electrical Safety (Canada)
ISO 45001:2018OHS Management Systems

In all cases, the most current edition of each standard shall apply. Where project specifications exceed code minimums, project specifications shall govern.

17
Sign-Off & Approval
Prepared By
Reviewed By
Approved By ([Contractor])
Client Acceptance ([Client])
This document shall not be modified once approved. Any amendments require re-issue under a new revision number by the Document Controller.

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