Handover and Close-Out Pack - 13 Documents with Worked Examples (Deliverables Schedule, Snagging, PC Checklist, H&S File)

Everything needed to close a construction project out properly - from the handover strategy written at the start to the lessons-learned workshop at the end - thirteen documents, each with a worked example, and a deliverables schedule that tells you which certificate, record and standard every discipline must hand over.

Handover is where the money gets held. Missing certificates, a snagging list nobody owns, an O&M manual that turns up six weeks late, a health and safety file that does not match CDM. This pack puts the whole close-out on one system, started early enough to finish on time.

What you get (8 Word documents, 9 Excel workbooks):

• HO-001 Handover Strategy and Close-Out Plan - template plus a fully worked M&E package example
• HO-002 Handover Deliverables Schedule - seven discipline tabs (electrical, mechanical, fire, public health, civils and structural, architectural, general), 131 lines, each with the certificate or record required and the governing standard or regulation: EIC to BS 7671, fire alarm and emergency lighting certificates to BS 5839-1:2025 and BS 5266-1:2025, water hygiene to BS 8558 and HSG274, Gas Safe, F-Gas, pressure systems, lifts, sprinklers, Building Regulations 2010 regs 38, 40 and 42-44, O&M manuals to BSRIA BG 79/2020
• HO-003 Snagging and Defects Register - status ladder, A/B/C priority, ageing and overdue formulas, summary tab, 24-row worked example
• HO-004 Snag Sheet - printable per-room sheet
• HO-005 Practical Completion / Sectional Completion Checklist - 37 lines
• HO-006 Handover Certificate and Beneficial Occupation Record - template plus worked example
• HO-007 Rectification Period Tracker - priority-driven response dates, root cause, end-of-period checklist
• HO-008 As-Built Drawing Register, HO-009 Certificate and Warranty Register with expiry formulas, HO-011 Spares, Keys and Log Books Schedule
• HO-010 Training and Demonstration Record for the client's FM team - template plus worked example
• HO-012 Health and Safety File Checklist - CDM 2015 regulation 12 and L153 Appendix 4, with Building Regulations 38 and 40 tabs
• HO-013 Lessons Learned Workshop Record - template plus worked example

Every standard and regulation cited was checked at its current edition before release and the verification log is included in the READ ME. Set on the same worked example project as the rest of the StructAssure range, so the handover schedule matches the ITPs and commissioning records that feed it.

Format: Microsoft Word and Excel, branded header and footer with document control. Edit freely for your own projects under the single-company licence included. Contract terms govern completion and defects; align the certificates to your contract.

Built by StructAssure Ltd - Chartered construction and quality professionals (MCIOB, CQP MCQI, MAPM). Checked line by line before release.