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Templates
Handover & Takeover Checklist
What has to change hands when a committee, contractor or agent changes. Anything not handed over on the day is usually never handed over.
No sign-up needed. No email, no watermark.
CSV opens in Google Sheets, Numbers and on a phone. The printable version below needs nothing at all.
What is in it
| # | Item | Held by (outgoing) | Received by | Date | Condition / gaps |
|---|---|---|---|---|---|
| 1 | Asset register, current | ||||
| 2 | Maintenance log, last 3 years | ||||
| 3 | Keys and access cards, with a list | ||||
| 4 | Contractor list with contacts and contracts | ||||
| 5 | Outstanding jobs, with status | ||||
| 6 | Warranties and certificates | ||||
| 7 | Utility accounts and meter readings | ||||
| 8 | Insurance policy and claims history | ||||
| 9 | Plans and drawings | ||||
| 10 | Reserve or sinking fund balance and commitments |
The rows above are examples, not instructions. Replace them with your own.
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