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Free security templates, checklists & forms
These are the working documents our officers and supervisors use on Sacramento-area posts, cleaned up so any property manager, HOA board, or site superintendent can use them. Print them, copy them, hand them to whatever vendor you use. No email gate, no download form.
PPO #122730Forms & Templates
Fill-in documents you can print today — incident reports, RFPs, emergency contact sheets.
- Free Incident Report Template for Property ManagersA consistent incident report form makes it easier to spot patterns, support insurance claims, and hand off clean documentation to law enforcement or counsel. Fill it out on paper or print-to-PDF right after an event while details are fresh.Open
- Free Security Guard RFP Template for Property ManagersThis template gives you a structured request for proposal you can send to multiple security vendors, plus paste-in scope-of-work language so every bidder quotes against the same requirements. Consistent scope language is what makes bids comparable.Open
- Free Emergency Contact Sheet Template for Property ManagersA single, current sheet posted at every guard station and front desk saves minutes during an emergency when minutes matter. Print it, post it, and update it every time a contact changes.Open
- Free Patrol Schedule Planner Template for Property ManagersRandomized, documented patrol timing deters crime far more than a fixed schedule intruders can learn. Use this planner to block out coverage windows and checkpoints before you hand it to your patrol vendor or in-house staff.Open
Checklists
Walk-the-property checklists for vendor selection, turnovers, and monthly reviews.
- Free Security Vendor Comparison Checklist for Property ManagersPrice alone is a poor way to choose a security vendor. This checklist scores licensing, insurance, staffing, reporting, and price together so you can defend your recommendation to ownership or the board.Open
- Free Move-In / Move-Out Security Checklist for Property ManagersMove days are a high-risk window for unauthorized access, propped doors, and lost keys or fobs. This checklist gives front-desk, maintenance, and security staff one shared list to run before and after every move.Open
Security Plans
Property-type security plan builders: apartments, construction, church, office, warehouse.
- Free Apartment Security Plan Template for Property ManagersUse this plan builder to document your apartment community's current security posture and roll out improvements in stages. It covers access, lighting, patrol, documentation, and emergency response in one place you can share with ownership or a board.Open
- Free Construction Site Security Plan TemplateActive construction sites lose tools, copper, and equipment fast, especially overnight and on weekends. Use this plan to document your site's current controls and roll out coverage in stages as the project moves through phases.Open
- Free Church Security Plan Template for Facility ManagersChurches balance an open, welcoming campus with real safety needs during services, events, and off-hours. This plan helps facility managers and safety teams document current controls and add coverage without changing the character of the campus.Open
- Free Office Building Security Plan TemplateOffice buildings need a balance of welcoming access for tenants and visitors with controlled entry after hours. Use this plan to document current controls and roll out improvements without disrupting daily operations.Open
- Free Warehouse Security Plan Template for Facility ManagersWarehouses lose inventory most often at the dock, not the front door. Use this plan to document driver check-in, trailer seal, and after-hours controls, then roll out improvements in stages.Open
Field Operations & Payroll
Run the shift: daily activity reports, incident forms, post orders, timesheets, schedules, and vehicle logs.
- Security Guard Daily Activity Report (DAR) TemplateThe DAR is the single document that proves your officers were on post and doing the work. This version is built to survive a client audit: hard times, specific locations, factual observations, and a supervisor signature line.Open
- Security Officer Incident Report Form TemplateWritten from the officer's side of the desk. This form forces the details that matter later: physical descriptions, exact times, what was said, what was done, and who else saw it.Open
- Use of Force / Detention Report TemplateAny time hands go on a person, the documentation standard rises sharply. This template walks the officer through the sequence of events, the specific behavior that preceded each action, and the medical and notification steps afterward.Open
- Security Post Orders TemplatePost orders are the contract between what the client thinks they bought and what the officer actually does at 3 a.m. This template covers the site, the shift-by-shift duties, the escalation chain, and the hard limits on officer authority.Open
- Patrol Vehicle Inspection & Mileage LogMarked patrol vehicles are your most visible asset and your biggest liability exposure. A signed pre-trip check every shift catches damage early and puts a name next to every mile driven.Open
- Uniform, Key & Equipment Issue FormEvery uniform, badge, key, and radio you hand out is company property with a real replacement cost — and an access risk if it walks. One signed form per officer, updated at every issue and return.Open
- Security Shift Schedule & Coverage PlannerCoverage gaps are how contracts get lost. This planner lays out every post by day and shift, marks who is relief, and flags where the week is drifting into overtime before payroll finds it.Open
- Security Guard Timesheet TemplateA timesheet that captures meal periods and post codes does two jobs at once: it pays people correctly and it tells you which contracts are actually profitable.Open
- Payroll-to-Billing Reconciliation WorksheetThe gap between hours paid and hours billed is where small security companies quietly lose money. Run this every pay period and the leak shows up in one column.Open
Hiring & HR
Applications, onboarding, training records, corrective action, and offboarding for a guard workforce.
- Security Officer Employment Application TemplateBuilt for the questions that matter when you hire an officer: guard card status and expiration, driving record if the post requires a vehicle, real availability, and a verifiable work history.Open
- Security Officer Onboarding ChecklistEverything that has to happen between 'you're hired' and the officer standing alone on a post at 2200 hours, in order, with a signature line at the end.Open
- Officer Training Record & Renewal LogOne page per officer showing every training completed and every credential expiration coming up. This is the record a client asks for during a contract review — and the one that keeps a lapsed card from walking onto a post.Open
- Employee Corrective Action / Write-Up FormDocumented, consistent, and boring is what you want here. Facts and dates, the policy involved, what has to change, and a signature — no adjectives.Open
- Employee Separation & Offboarding ChecklistThe two things that go wrong at separation are final pay timing and uncollected keys. This checklist closes both, plus the access credentials everyone forgets.Open
- Security Company Employee Handbook OutlineAn outline, not a fill-in-the-blank handbook — because a copied handbook is worse than none. This maps the sections a guard-force handbook needs so your counsel can draft the language once.Open
Contracts, Proposals & Billing
Win and bill the work: site surveys, proposals, service agreements, rate sheets, and invoices.
- Security Services Contract Template (Outline)A clause-by-clause outline of what a guard services agreement needs to cover, with the terms small operators most often leave out — overtime rates, holiday billing, minimum call-out hours, and how coverage changes get authorized.Open
- Security Services Proposal TemplateProposals are won on site understanding, not on boilerplate about your commitment to excellence. This structure leads with what you observed at their property and prices it plainly.Open
- Security Services Rate Sheet TemplateOne page that answers every pricing question a prospect will ask, so quotes stop being improvised. Rates by post type, the multipliers, the minimums, and what triggers a surcharge.Open
- Security Services Invoice TemplateAn invoice that shows hours by post, by date, with overtime broken out gets paid faster and disputed less. This layout matches what your timesheets already capture.Open
- Security Subcontractor Agreement OutlineWhen you cover a client with another operator's officers, the client's exposure is still yours. This outline covers licensing verification, insurance flow-down, performance standards, and who the client belongs to.Open
- Client Site Survey & Risk Assessment FormThe survey is where the contract gets priced correctly and the post orders get written. Walk the property, fill this out, and the proposal writes itself.Open
Licensing & Compliance
Startup checklists, self-audits, renewal trackers, and safety program structure for a licensed operator.
- Private Security Company Startup Checklist (California)The ordered list of everything that has to exist before your first officer stands a post: entity, licensing, insurance, payroll infrastructure, documentation, and the sales assets to land contract one.Open
- Private Patrol Operator Compliance Self-Audit ChecklistRun this once a quarter and you will never be surprised by an expired registration, a missing record, or an uninsured vehicle. It is a self-audit tool, not an official form.Open
- Insurance, License & Renewal TrackerEvery expiring thing your company owns, on one page, with the reminder date next to it. This is the single cheapest way to avoid an uninsured day or a lapsed license.Open
- Workplace Safety & Injury Reporting Program OutlineGuard work has real hazards: night driving, hostile contacts, slips on unlit properties, and lone-worker exposure. This outlines the safety program structure and the injury reporting flow every operator should have written down.Open
Board & Budget
Budget math, metrics, and the slide order that gets a security proposal approved.
- Free Security Budget Worksheet for Property Managers and HOA BoardsTurning security coverage into a defensible number of hours, rates, and total cost is the single most useful thing you can bring to a budget meeting. This worksheet walks through the math with a worked example so you can substitute your own numbers.Open
- Free Board Presentation Outline for Security ProposalsBoards approve security proposals faster when the problem, options, cost, and recommendation are presented in a clear, consistent order. This outline gives you that slide sequence along with talking points and a metrics table to track after approval.Open
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