When to use it
For incoming owners, occupiers and managing agents preparing an operational handover. Begin before the transfer, record missing information and distinguish receiving a document from checking that it is current and relevant.
Open the CSV in your spreadsheet application. It contains headings and one clearly labelled illustrative row: delete that row before using the template for a real property. You can also print this page using your browser menu.
How to use the template
- Agree which buildings and operational responsibilities are transferring and who can confirm the scope.
- Request asset lists, maintenance reports, supplier details, access arrangements and outstanding recommendations through an appropriate secure channel.
- Record received, missing or needs clarification for each item. Name the person responsible for resolving each gap.
- Agree the first operating period: who receives faults, who can authorise expenditure and when unresolved items will be reviewed. Keep specialist due diligence separate.
Fields and illustrative example
The example below explains the format. It is not a client record or a recommendation for your property.
| Field | Illustrative value |
|---|---|
| Category | Illustrative example: maintenance records |
| Record / arrangement required | Latest service report and open recommendations |
| Building / system | Example office ventilation |
| Requested from | Outgoing manager |
| Status | Needs clarification |
| Document date / version | Confirm latest version |
| Checked by | Incoming manager |
| Gap / next action | Obtain list of follow-on actions |
| Owner | To agree |
| Due date | Before agreed handover review |
| Resolution reference | Pending |
Use with appropriate judgement
This checklist supports operational mobilisation. It is not legal due diligence, a building survey or a compliance certificate. Do not put keys, passwords, security layouts or sensitive defence information in a shared worksheet.
Store completed records in your own controlled files. Do not send completed templates or sensitive site material through the public enquiry form.
Take the next step
Read the practical guide, explore related consultancy support or find your area.
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