| Rev. | Date | Description | Prepared | Approved |
|---|---|---|---|---|
| 00 | [Date] | Initial Issue — For Review | [Name] | [Name] |
| 01 | 25 Apr 2026 | Approved for Construction | [Name] | [Name] |
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].
- 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
- 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
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.
| Role | Responsibilities |
|---|---|
| Project Manager | Overall project accountability; resource allocation; client interface; approval of method statement deviations. |
| Site / Discipline Engineer | Technical supervision; drawing interpretation; quality hold-point sign-off; coordination with commissioning team. |
| HSE Officer | Daily safety inspections; PTW management; toolbox talk facilitation; incident reporting; PPE compliance enforcement. |
| Installation Supervisor | Direct crew supervision; work sequence adherence; daily progress reporting; immediate hazard escalation. |
| Competent Tradesperson | Execution of specialist trade activities; LOTO compliance; testing and inspection support. |
| QA/QC Inspector | ITP execution; non-conformance identification; material verification; test record compilation. |
| Lifting Supervisor | Approved lifting plan execution; crane & sling inspections; lift safety coordination. |
| Item | Specification / Rating | Certification Required | Inspection Frequency |
|---|---|---|---|
| Lifting Equipment | Per approved lifting plan | Annual third-party load cert | Pre-use daily |
| Power Tools | 110V / 240V / battery | PAT test current | Pre-use daily |
| Torque Wrenches | Calibrated to torque schedule | Annual calibration cert | Before each use |
| Electrical Test Equipment | Insulation, continuity, earth | NIST/UKAS traceable cal. | Before each use |
| Portable Earthing Sets | Rated for system voltage | Manufacturer rating cert | Before each use |
| LOTO Devices & Padlocks | Per applicable LOTO standard | N/A | Visual check before use |
| Spill Kit / Containment | Capacity ≥ largest fluid vol. | N/A | Monthly |
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.
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.
| Step | Action / Work Step | Responsible | QC Check | Safety 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 |
Risk Rating = Likelihood (L) × Severity (S) | 1–4 Low | 5–9 Medium | 10–25 High
| Work Step | Hazard | Who at Risk | L | S | Rating | Control Measures | Residual |
|---|---|---|---|---|---|---|---|
| Site Prep / LOTO | Inadvertent energisation of live circuits | All workers | 2 | 5 | HIGH | Full LOTO per NA standard; verify isolation; PTW issued before work | LOW |
| Lifting & Positioning | Dropped load — crush / fatality | Workers, public | 2 | 5 | HIGH | Approved lift plan; certified crane & slings; exclusion zone; banksman; wind speed limit | LOW |
| Primary Work Activity | Struck by / trapped by moving plant | Workers | 3 | 3 | MED | Toolbox talk; exclusion zones; spotter; hi-vis; PPE enforced | LOW |
| Electrical Work | Arc flash / electric shock | Electricians | 2 | 5 | HIGH | LOTO active; arc-rated PPE per NA; incident energy analysis; buddy system | LOW |
| Manual Handling | Musculoskeletal injury | Workers | 3 | 2 | MED | Mechanical aids; team lift protocol; manual handling training; task rotation | LOW |
| Working at Height | Fall from height | Workers | 2 | 5 | HIGH | Edge protection; PFPE; rescue plan; permit to work at height; buddy system | LOW |
| Spill / Leak | Environmental damage / slip hazard | Workers, environment | 2 | 3 | MED | Drip trays; spill kit on standby; SDS available; no ignition sources; bunded area | LOW |
| Testing Phase | HV exposure during testing | Electricians | 2 | 5 | HIGH | Controlled access; insulated PPE; LOTO; engineer supervision; barriers | LOW |
| PPE Item | Applicable Task | Standard / Certification | Status |
|---|---|---|---|
| Safety Helmet (Class E) | All tasks | ANSI Z89.1 / EN 397 / AS/NZS 1801 | Mandatory |
| High-Visibility Vest (Class 2/3) | All tasks | ANSI/ISEA 107 / EN 471 | Mandatory |
| Safety Footwear (EH/SB-rated) | All tasks | ASTM F2413 / EN ISO 20345 | Mandatory |
| Safety Glasses / Goggles | All tasks | ANSI Z87.1 / EN 166 | Mandatory |
| Work Gloves (cut-resistant) | Manual handling | EN 388 / OSHA guidance | Mandatory |
| Arc-Rated Insulating Gloves | HV electrical work | ASTM D120 / IEC 60903 Class 4 | Mandatory |
| Arc Flash Face Shield (≥40 cal/cm²) | HV electrical work | NFPA 70E / ASTM F2178 | Mandatory |
| Arc-Rated FR Coverall | HV electrical work | NFPA 70E / ASTM F1506 | Mandatory |
| Chemical-Resistant Gloves (nitrile) | Fluid / oil handling | EN 374 / ASTM D6978 | Mandatory |
| Splash Goggles | Fluid / oil handling | ANSI Z87.1 | Mandatory |
| Full Body Harness (PFPE) | Work at height | ANSI Z359 / EN 361 | Mandatory |
| Respiratory Protection (FFP3/N100) | Dusty conditions | EN 149 / NIOSH | Advisory |
All PPE shall be inspected before use. Defective PPE shall be removed from service immediately and replaced.
- 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.
- 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.
- 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.
- 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.
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.
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.
- 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.
| Parameter | Detail |
|---|---|
| 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] |
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.
- 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)
- Requesting Supervisor submits PTW application to HSE Officer.
- HSE Officer carries out risk assessment and site inspection.
- PTW issued with defined scope, duration, controls, and PPE requirements.
- Performing competent person accepts and signs PTW before work commences.
- 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.
All quality activities shall be carried out in accordance with the approved Inspection & Test Plan (ITP) referenced: [ITP-QA-ELE-001-2026].
- 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
- Intermediate inspections during installation sequence
- Instrumentation and calibration checks
- Material certificates and delivery notes
- Test records and calibration certificates
- As-built mark-ups
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.
All works shall be carried out in compliance with applicable environmental legislation for North America and the project Environmental Management Plan.
- 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.
- 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.
- 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.
No works, storage, or vehicle movements within designated environmentally sensitive areas without written approval.
⚠ In the Event of Any Emergency — All Personnel Shall:
- Stop work immediately.
- Raise the alarm — shout "STOP WORK" and activate the nearest alarm point.
- Proceed to the designated assembly point per Site Emergency Plan Drawing No. [EP-001].
- Account for all personnel using the attendance register.
- Do not re-enter the work area until authorised by the HSE Officer.
| Role | Name | Contact |
|---|---|---|
| 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&E | TBN | [Phone — 24/7] |
| National Emergency Services | North America | 999 / 911 / 112 as applicable |
- 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].
- 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.
- 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.
- 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.
No person shall carry out work for which they are not competent and qualified.
| Role | Minimum Qualification / Certification Required |
|---|---|
| Project Manager | Degree / HND in relevant discipline; minimum 5 years project management experience. |
| Site Engineer | Degree in relevant engineering discipline; minimum 3 years relevant site experience. |
| HSE Officer | NEBOSH / IOSH or equivalent; minimum 3 years HSE experience in construction. |
| Installation Supervisor | Trade qualification or equivalent; minimum 5 years supervisory experience. |
| Competent Tradesperson | Recognised trade qualification (electrical, mechanical, civil as applicable); craft certificate. |
| Lifting Supervisor | Appointed Person / Lift Supervisor qualification per applicable standard. |
| Rigger / Slinger | Recognised rigging qualification; colour-code inspection competency. |
| First Aider | Valid First Aid at Work certificate (minimum 3-day course). |
- 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.
| Document Title | Document No. | Revision | Status |
|---|---|---|---|
| Project Specification — MV and LV Switchgear | [SPEC-XXX-001] | Rev.0 | AFC |
| Electrical / Mechanical Drawings | [EL/ME-XXX-001 series] | Rev.0 | AFC |
| General Arrangement Drawing | [GA-XXX-001] | Rev.0 | AFC |
| Single Line Diagram (if electrical) | [SLD-XXX-001] | Rev.0 | AFC |
| Installation Detail Drawings | [ID-XXX-001 series] | Rev.0 | AFC |
| Inspection & Test Plan (ITP) | [ITP-XXX-001] | Rev.0 | AFC |
| Lifting Plan | [LP-XXX-001] | Rev.0 | AFC |
| Emergency Plan Drawing | [EP-001] | Rev.0 | Current |
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.
| Standard / Code | Title / Description |
|---|---|
| OSHA 29 CFR 1926 | Construction Safety |
| OSHA 29 CFR 1910 | General Industry |
| OSHA 29 CFR 1910.147 | Lockout/Tagout |
| NFPA 70 (NEC) 2023 | National Electrical Code |
| NFPA 70E:2024 | Electrical Safety in the Workplace |
| ANSI Z89.1 | Industrial Head Protection |
| ANSI Z359 | Fall Protection Code |
| CSA Z462 | Workplace Electrical Safety (Canada) |
| ISO 45001:2018 | OHS Management Systems |
In all cases, the most current edition of each standard shall apply. Where project specifications exceed code minimums, project specifications shall govern.
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