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Review of Case Materials
Reviews records, documents, testimony, data, and other relevant materials and consults with counsel regarding technical issues related to the matter.
Provide Expert Analysis
Applies specialized knowledge and experience to evaluate the technical or professional issues involved.
Form Expert Opinions
Develops independent, supportable opinions based on the available evidence and relevant standards.
Prepare Expert Reports
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Relevant evidence may include circuit and voltage information, switching records, job briefings, crew assignments, photographs, witness accounts, protective equipment, insulated tools, grounding records, equipment positioning, training documentation, and the worker's location relative to energized conductors. For electric-power transmission and distribution work, OSHA requires qualified employees to be trained and competent in distinguishing exposed energized parts, determining nominal voltage, applying minimum approach distances, using protective equipment and insulated tools, and recognizing and controlling electrical hazards.
A minimum approach distance establishes the closest distance an employee may approach an exposed energized part without meeting the protective conditions OSHA specifies for closer work. The applicable distance depends on factors including system voltage and, in some circumstances, transient overvoltage and altitude. OSHA's electric-power standards require employers to establish minimum approach distances and restrict employees from entering those distances unless specified protective conditions are met. The requirements appear in both general-industry electric-power work under 29 CFR 1910.269 and construction transmission-and-distribution work under 29 CFR 1926.960.
The analysis can examine switching orders, clearance procedures, tagging, testing for voltage, grounding locations, system diagrams, automatic reclosing conditions, and whether another source could have energized the circuit. Simply describing a conductor as “off” does not resolve whether the work zone was protected against electrical energy under the conditions present. The applicable work procedure depends on the system and task, so the expert should reconstruct the actual isolation, testing, and grounding sequence rather than assume deenergization from a single record or switch position.
Prepares clear, well-supported expert reports outlining methodology, analysis, findings, and opinions.
Provide Deposition Testimony
Explains findings and opinions under oath and responds to questioning during deposition testimony.
Testify in Court
Presents specialized findings and opinions clearly to judges, juries, arbitrators, or other decision-makers.
Training records can help establish what tasks an employee was prepared to perform and what hazards and protective methods the employee was expected to recognize. OSHA defines a qualified employee in electric-power work by knowledge of the equipment and associated hazards and requires additional competency concerning energized parts, voltage, minimum approach distances, and protective techniques. The technical review can compare those requirements with the worker's documented training, assigned task, supervision, and actual work practices without substituting a technical opinion for the ultimate legal determination of regulatory compliance.
