Free Real Estate Project Handover Checklist Template

Real Estate Project Handover Checklist

This checklist is designed to ensure a smooth handover process for a real estate project within [Your Company Name]. It includes tasks that need to be completed and verified before finalizing the handover.

Pre-Handover Preparation:

  • Verify completion of all construction work.

  • Ensure all required permits and approvals are obtained.

  • Confirm compliance with building codes and regulations.

  • Finalize financial transactions and documentation.

Property Inspection:

  • Conduct a thorough inspection of the property, including interior and exterior areas.

  • Check for any defects, damages, or unfinished work.

  • Ensure all fixtures, fittings, and appliances are installed and functioning properly.

  • Verify cleanliness and tidiness of the property.

Utilities and Services:

  • Confirm connections to essential utilities such as water, electricity, gas, and sewage.

  • Test HVAC systems, plumbing, and electrical installations.

  • Ensure proper functioning of security systems, if applicable.

Legal and Documentation:

  • Review and finalize legal documents such as deeds, contracts, and agreements.

  • Confirm transfer of ownership/title.

  • Provide warranties, guarantees, and maintenance agreements to the new owner.

Handover Procedures:

  • Schedule a formal handover meeting with the client or buyer.

  • Provide keys, access codes, and any relevant documentation.

  • Walk through the property with the new owner, explaining key features and functionalities.

  • Address any questions or concerns raised by the new owner.

Post-Handover Support:

  • Offer ongoing support and assistance to the new owner as needed.

  • Provide contact information for maintenance services or property management.

  • Follow up to ensure satisfaction and resolve any issues promptly.

Completion and Sign-off:

  • Obtain sign-off from the new owner acknowledging receipt and acceptance of the property.

  • Document the handover process for future reference.

  • Close out the project and update records accordingly.

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