Free MEP & FM Downloads
Sample checklists, SOPs, report templates and a KPI dashboard — free to download and customize for your site. Available in Word and PDF.
AHU Preventive Maintenance Checklist
Sample PPM checklist covering filters, coils, belts, bearings and BMS interlocks for air handling units.
Chiller Plant SOP
Sample standard operating procedure for chiller start-up, monitoring, shutdown and safety precautions.
LV Panel Inspection Checklist
Sample inspection checklist for LV distribution boards — voltage, current, RCDs, earthing and thermal imaging.
Generator PPM SOP
Sample SOP for standby generator weekly, monthly and annual maintenance and load testing.
Fire Pump Weekly Test Log
Sample weekly test log for electric/diesel fire pump sets — pressure, run time and remarks.
Pump Maintenance SOP
Sample SOP for centrifugal pump maintenance — seals, strainers, alignment and annual overhaul.
Water Tank Cleaning Checklist
Sample cleaning and disinfection checklist for cold water storage tanks, per L8/HSG274 guidance.
Legionella Risk Assessment Template
Sample water hygiene risk assessment — risk factors, temperature monitoring points and action plan.
Fire Extinguisher Inspection Checklist
Sample monthly inspection checklist covering pressure, seal condition and extinguisher type verification.
Emergency Lighting Test Log
Sample monthly function test log plus annual full duration discharge test record.
Fire Alarm Weekly Test Log
Sample weekly rotating call point test log to ensure every device is tested annually.
Building Handover Checklist
Sample MEP handover checklist covering documentation, drawings, warranties and access/keys.
Snag List / Defect Report Template
Sample defect tracking register for handover walks and inspections, with priority and status tracking.
Monthly FM Performance Report
Sample monthly reporting template covering PPM completion, reactive maintenance and KPIs.
Daily Site Report Template
Sample daily reporting template for FM teams — activity log, issues and shift sign-off.
Incident Report Template
Sample incident report template — description, root cause, corrective action and sign-off.
Technical Report Template
Sample technical investigation report template — findings, analysis and recommendations.
Why These Templates Matter
These are the same categories of documents used day-to-day on live sites — checklists that get printed and clipped to a board, SOPs handed to a new technician on their first week, and reports that get sent up the chain after an incident. Every template below is built from real facilities management and MEP practice. Download whichever ones apply to your site, add your own logo and details, and start using them the same day — no signup, no email required.
HVAC Documentation
Air handling units and chiller plants are two of the highest-value assets on any site — and two of the most commonly neglected once a building settles into normal operation. The AHU checklist below breaks maintenance down into the same weekly, monthly and quarterly intervals used across SFG 20-aligned PPM programs, while the Chiller Plant SOP gives a new technician a safe, repeatable procedure for start-up, monitoring and shutdown without needing to shadow someone senior first.
Electrical Documentation
LV panels and standby generators are where most electrical issues on a live site actually surface — not because the equipment fails randomly, but because inspection intervals slip once a building is a few years old. The LV Panel Inspection Checklist keeps voltage, current, RCD testing and thermal imaging on a consistent schedule, and the Generator PPM SOP gives you a documented weekly-to-annual testing routine that holds up if an auditor or insurer ever asks to see it.
Mechanical Documentation
A fire pump that fails its weekly test is a life-safety issue, not a maintenance footnote — which is why the Fire Pump Weekly Test Log is built around the same pressure and run-time readings inspectors expect to see in a logbook. The Pump Maintenance SOP covers the centrifugal pumps most sites depend on for domestic water and chilled water circuits, from seal inspection through to a full annual overhaul.
Plumbing & Water Hygiene Documentation
Water systems carry a compliance risk that's easy to underestimate until something goes wrong. The Legionella Risk Assessment Template follows the same structure used in L8/HSG274-aligned assessments, covering temperature monitoring points and risk factors in one document. The Water Tank Cleaning Checklist pairs with it, giving your team a step-by-step disinfection procedure that matches what a water hygiene auditor will expect to see.
Fire & Life Safety Documentation
These three logs cover the testing that keeps a building legally compliant and, more importantly, keeps people safe: monthly fire extinguisher inspections, monthly emergency lighting function tests with an annual full-duration test record, and a rotating weekly fire alarm call point test so every device gets tested at least once a year. Gaps in these logs are one of the first things a fire safety auditor checks — these templates make it straightforward to keep them complete.
Facilities Management Documentation
The Building Handover Checklist covers the documentation, drawings, warranties and access details that too often get missed in the rush of a handover. The Snag List / Defect Report Template is the natural next step — a structured way to track every defect from first inspection through to close-out, whether you're managing a new handover or a routine inspection walk.
FM Reporting Documentation
Reporting is where a lot of facilities teams lose consistency — one manager's monthly report looks nothing like the next one's. The five templates in this category — monthly performance reporting, daily site reports, incident reports, technical investigation reports, and the live KPI dashboard — give you a consistent format to report against, so performance data, incidents and technical findings are documented the same way every time, no matter who's writing the report.
