HANDOVER CHECKLIST FROM TENDER DEPARTMENT TO PROJECT MANAGER
General Information
Tender Documents
Bidder Information
Successful Bidder
Financial Information
Scope of Work
Project Schedule
Resource Allocation
Risk Assessment
Communication and Reporting
Handover and Closeout
- Schedule a meeting with the project manager to discuss the handover process.
- Provide a detailed overview of the project, including its scope, objectives, and key milestones.
- Transfer all relevant project documentation, including plans, specifications, contracts, and permits.
- Ensure that the project manager has access to all necessary resources, such as software, equipment, and personnel.
- Communicate any ongoing issues or outstanding matters that need to be addressed by the project manager.
- Obtain confirmation from the project manager that they have received and understood the handover information.
- Compile a comprehensive list of all documents and records that need to be transferred.
- Organize the documents in a logical and easily accessible manner.
- Ensure that all documents are up to date and accurate.
- Create digital copies of all documents, if necessary, for easier transfer and storage.
- Verify that all required signatures and approvals are obtained before transferring the documents.
- Identify any outstanding actions or pending items that have not been completed by the tender department.
- Document these actions or items in detail, including deadlines and responsible parties.
- Communicate these outstanding actions or items to the project manager for follow-up and resolution.
- Ensure that all necessary information and resources are provided to the project manager to address these outstanding actions or items.
- Monitor and track the progress of these outstanding actions or items to ensure timely completion.
- Develop a closeout checklist specific to the project, including all required activities and deliverables.
- Review the checklist with the project manager to ensure understanding and agreement.
- Assign responsibilities for each item on the checklist to the appropriate individuals or teams.
- Establish deadlines for each item on the checklist and communicate them to the project manager.
- Regularly review and update the closeout checklist to reflect the current status of completion.
Use in Manifestly