Free <a href="https://mepmasterguide.com/ppm-planner/">PPM Checklist Generator</a> (SFG 20) | MEP Master Guide

Based on SFG 20 Standard

Free PPM Checklist Generator

Generate a planned preventive maintenance checklist for any building services asset, aligned with SFG 20. Download as Word or PDF — completely free.

Asset group & type

Asset group

Select asset

Site & document details

Site / building name

Asset reference / tag no.

Technician name

Prepared by

Year

Planned Preventive Maintenance Checklist

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Site / building

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Asset reference

—

Technician

—

PPM year

—

Standard

SFG 20 aligned

Prepared by

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Frequency key

W — Weekly M — Monthly Q — Quarterly A — Annually

PPM task list

#	Task description	Frequency	Done ✓	Remarks

Sign-off

Role	Name	Signature	Date
Technician	—
FM Supervisor
Client / Witness

Download Word (.docx)

Download PDF

What is SFG 20 and how does it apply to PPM?

SFG 20 is the industry standard specification for planned preventive maintenance of building services, widely used across the UK and Gulf region FM industry. It defines specific tasks, frequencies and competency requirements for over 70 categories of building services assets — from air handling units and chillers to fire alarm panels, BMS controllers, security systems and water storage tanks.

A PPM checklist based on SFG 20 gives facilities managers confidence that maintenance is being carried out to a recognized industry standard, helps demonstrate compliance during audits, and protects both the building owner and the FM contractor from liability in the event of equipment failure. Use this tool to generate, customize, and download professional PPM checklists for any asset in your building portfolio.

Frequently asked questions

What is SFG 20? ⌄

SFG 20 is the standard specification for planned preventive maintenance of building services, providing standardized task lists, frequencies and competency requirements for over 70 asset types covering HVAC, electrical, fire, water, BMS, security and building fabric systems.

What is a PPM checklist? ⌄

A PPM (Planned Preventive Maintenance) checklist is a structured list of maintenance tasks completed on a scheduled basis for a specific piece of equipment. It specifies what to inspect, check, clean, lubricate, test or replace, and at what frequency — weekly, monthly, quarterly or annually.

How often should PPM be carried out? ⌄

PPM frequency depends on the asset type and its criticality. SFG 20 defines specific frequencies for each task — typically weekly for fire pumps and cooling towers, monthly for AHUs and chillers, quarterly for LV panels, and annually for generators and building fabric elements.

Is this checklist generator free? ⌄

Yes, completely free with no signup required. Generate unlimited checklists and download them as Word documents or PDF files.

Can I use this checklist for compliance audits? ⌄

Yes — checklists are SFG 20-aligned and include task categories, frequencies and a sign-off section. Download as Word to add your company logo, asset photos and site-specific requirements before using in formal compliance documentation.