Turn over to client documentation

Pre-Turnover Preparation

  • Review project plans and specifications.
  • Conduct final walkthrough with project team.
  • Check for adherence to timelines and budgets.
  • Document any outstanding issues or concerns.
  • Review the punch list for outstanding items.
  • Confirm that each item has been addressed.
  • Document resolutions and obtain client approval.
  • Ensure no new issues have arisen since last review.
  • Check inspection schedules and reports.
  • Confirm that all tests meet regulatory requirements.
  • Gather all certificates of compliance.
  • Document any re-inspections or follow-up actions taken.
  • Compile project manuals and warranty information.
  • Organize as-built drawings and change orders.
  • Prepare maintenance and operation guides.
  • Ensure all documentation is complete and accessible.

Documentation Compilation

Financial Documentation

Client Training and Orientation

Final Review and Sign-Off

  • Draft the certificate or letter using a standard template.
  • Include project details: name, address, and completion date.
  • Specify the responsibilities and warranties provided.
  • Ensure the document is clear and concise.
  • Prepare multiple copies for client and records.
  • Gather all relevant project documentation: plans, permits, and contracts.
  • Schedule a meeting with the client to discuss the documents.
  • Go through each document item-by-item for verification.
  • Address any client queries or concerns during the review.
  • Make necessary updates or corrections before final sign-off.
  • Prepare a sign-off sheet for client signature.
  • Ensure all documentation is finalized and organized.
  • Present the sign-off sheet during the review meeting.
  • Explain the implications of the sign-off to the client.
  • Collect signatures and provide copies for both parties.

Post-Turnover Support

Related Checklists