Free Engineering Resources

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.

HVAC

AHU Preventive Maintenance Checklist

Sample PPM checklist covering filters, coils, belts, bearings and BMS interlocks for air handling units.

HVAC

Chiller Plant SOP

Sample standard operating procedure for chiller start-up, monitoring, shutdown and safety precautions.

Electrical

LV Panel Inspection Checklist

Sample inspection checklist for LV distribution boards — voltage, current, RCDs, earthing and thermal imaging.

Electrical

Generator PPM SOP

Sample SOP for standby generator weekly, monthly and annual maintenance and load testing.

Mechanical

Fire Pump Weekly Test Log

Sample weekly test log for electric/diesel fire pump sets — pressure, run time and remarks.

Mechanical

Pump Maintenance SOP

Sample SOP for centrifugal pump maintenance — seals, strainers, alignment and annual overhaul.

Plumbing

Water Tank Cleaning Checklist

Sample cleaning and disinfection checklist for cold water storage tanks, per L8/HSG274 guidance.

Plumbing

Legionella Risk Assessment Template

Sample water hygiene risk assessment — risk factors, temperature monitoring points and action plan.

Fire & Life Safety

Fire Extinguisher Inspection Checklist

Sample monthly inspection checklist covering pressure, seal condition and extinguisher type verification.

Fire & Life Safety

Emergency Lighting Test Log

Sample monthly function test log plus annual full duration discharge test record.

Fire & Life Safety

Fire Alarm Weekly Test Log

Sample weekly rotating call point test log to ensure every device is tested annually.

Facilities Management

Building Handover Checklist

Sample MEP handover checklist covering documentation, drawings, warranties and access/keys.

Facilities Management

Snag List / Defect Report Template

Sample defect tracking register for handover walks and inspections, with priority and status tracking.

FM Reports

Monthly FM Performance Report

Sample monthly reporting template covering PPM completion, reactive maintenance and KPIs.

FM Reports

Daily Site Report Template

Sample daily reporting template for FM teams — activity log, issues and shift sign-off.

FM Reports

Incident Report Template

Sample incident report template — description, root cause, corrective action and sign-off.

FM Reports

Technical Report Template

Sample technical investigation report template — findings, analysis and recommendations.

FM Reports

KPI Dashboard Template

Live Excel dashboard with 8 KPIs and auto-updating charts — enter monthly data and everything calculates automatically.

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.

Scroll to Top