Pre-handover readiness
- Confirm construction and the punch list are complete.
- Verify the certificate of occupancy is obtained.
- Ensure final cleaning is finished.
- Confirm all systems are tested and commissioned.
- Assemble the complete handover documentation package.
- Schedule the handover meeting with the owner.
Final walkthrough
- Walk the entire building with the owner.
- Demonstrate finishes, fixtures and equipment.
- Confirm the building matches the contract and drawings.
- Note any final or outstanding items.
- Photograph the condition at handover.
- Agree on timelines for any remaining work.Record the walkthrough to document the building's condition at acceptance.
Keys and access
- Transfer all keys, labeled by location.
- Hand over access cards, fobs and codes.
- Provide alarm and security system credentials.
- Confirm utility accounts are transferred to the owner.
- Hand over remote controls and devices.
- Document all access items transferred.
Documentation and warranties
- Provide as-built drawings and final plans.
- Hand over operation and maintenance (O&M) manuals.
- Deliver all warranties with start dates and terms.
- Provide inspection and test certificates.
- Include maintenance schedules and contacts.
- Supply product data and spare materials list.
Systems training
- Train the owner's team on HVAC and controls.
- Demonstrate electrical panels and emergency power.
- Show plumbing shutoffs and water systems.
- Explain fire and life-safety system operation.
- Review routine maintenance requirements.
- Provide emergency and shutdown procedures.
Sign-off and acceptance
- Review the handover package together.
- Confirm all items are transferred and understood.
- Document agreement on any outstanding items.
- Obtain the owner's signed acceptance.
- Provide post-handover support and warranty contacts.
- Retain a signed copy for project records.
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