Handover documents from day one to practical completion and aftercare

How the steps join up

It starts when: the job starts, with documents needed all the way through.

1. Track handover documents from the start of the job so nothing is chased at the end

2. Chase and check sub-trade and safety certificates for handover, including empty homes returned to landlords

3. Find missing commissioning and test certificates before handover

4. Draft O&M manual sections and check them against the O&M specification

   Your team checks and decides at this step.

5. Build the asset register and COBie data from handover documents

6. Give clients a guarantee register with the maintenance each one needs

7. Compile the health and safety file for handover to the client

   Your team checks and decides at this step.

8. Put together the building control pack as test results come in

9. Report how ready the project is for practical completion

10. Plan and record the client's training and demonstration sessions at handover

11. Draft the building user guide for occupants and facilities staff

12. Run aftercare visits, seasonal checks and occupant surveys after handover

13. Compare a building's measured energy and comfort with its design targets during Soft Landings aftercare

One more step, which a call confirms.

What you end up with: Handover documents are tracked from the start, certificates and warranties are chased as work finishes, O&M manuals, asset data and the health and safety file are built as the job goes, and readiness for completion is visible.

Who signs it off: Your package managers approve O&M content, the principal designer approves the health and safety file and the client accepts handover.