Strategic Fleet
Management, LLCTalk with SFM

Free resources for California fleet owners

Practical tools.
Stronger fleet teams.

TheSFMGroup is committed to helping government, municipal, private and construction fleets keep records organized and make informed compliance, safety and maintenance decisions. Choose a free resource to print, fill on your laptop, or use on your phone or tablet.

Free downloads · No email or sign-in required

Team safety | Working around heavy equipment

See the Crew — Tailgate Safety Kit

Free resource · Three formats · Version 1.0 · October 18, 2026

Turn a tailgate meeting into a view from the operator’s seat. Use this practical guide to discuss blind spots, ground-crew communication, and stopping and reconnecting before movement resumes.

Each version includes meeting and equipment details, a crew attendance section, and follow-up actions.

01 · Printable PDF

Four pages for a paper meeting record. Includes 18 crew attendance rows; copy the roster page for larger crews.

Download printable PDF

02 · Fillable PDF

Four pages with 93 editable fields for a foreman’s laptop. Download, fill, and save a separate record for each meeting.

Download fillable PDF

03 · Mobile web form

A touch-friendly form for iPhone, iPad, and other modern browsers. Add crew members and export a meeting PDF or editable backup.

Open mobile form
Free to download and use. No signup, login, email address, or other personal information is required. A useful resource for our fleet family.

Download the quick-start guide

The team comes first

  1. 01

    See the blind spots

    Use secured equipment in a controlled demonstration, separated from live operations.

  2. 02

    Agree the communication

    Discuss the spotter, visual contact, radio communication, and acknowledgment before approaching.

  3. 03

    Stop and reconnect

    Practice accounting for everyone and restoring communication before movement resumes.

  4. 04

    Keep the meeting record

    List crew members present and assign follow-up actions. All three versions include attendance.

SFM is an equipment management consulting firm. We are always mindful of every operation’s most valuable asset: the team.

Off-road | CARB certificates & DOORS

Off-Road Fleet & Equipment Review Kit

Free PDF · 3 pages · Fillable and printable · 89 KB

A practical aid for complying with applicable CARB certificate and DOORS reporting requirements. Review your own fleet’s and subcontractors’ certificates, organize your fleet’s vehicle and engine details, and track missing information and follow-up.

Version 1.0 · Updated 2026-10-12

Download free PDFView form (opens in a new tab)
No payment, email address or sign-in required.

What’s inside

  1. 01

    Fleet certificate check

    Record fleet identity, certificate details, review status and follow-up.

  2. 02
    Optional supporting worksheet

    Equipment & Engine Record

    Organize vehicle and engine details for comparison with DOORS records and reporting preparation.

  3. 03
    Optional supporting worksheet

    Conditional Details & Follow-Up

    Record applicable special circumstances, supporting evidence and next actions.

Go to the source

Official CARB references

Use the official regulation alongside your records. Requirements depend on your fleet and activities.

Support for your next step

Need help connecting your records to your next step?

SFM helps fleet owners organize certificate reviews, identify reporting gaps and plan practical follow-up. Bring us your questions about your fleet or subcontractors.

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