The owner’s toolkit

A better handover.
One item at a time.

Gather the records and arrangements you need. Tick items as you collect them, then export a copy for your building file.

Your building handover

This checklist helps organise information. Completion does not confirm safety or compliance.

Records & arrangements0 of 12 collected

Identify the equipment

Collect the records

Confirm the arrangements

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Start offline: blank Excel checklist · blank PDF checklist.

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Worksheets, messages and notices

Choose your task. Choose Excel to edit a worksheet, PDF to fill in or print, or CSV for a plain spreadsheet. TXT messages can be copied into an email. The outage notice pack contains four printable notices. Fill in your building details and check the linked guide before using a template. These files do not send messages, reminders or approvals.

Annual cost comparison → Compare two quotes and download your figures as PDF or Excel.

Records and responsibilities 5 templates
Costs and contractor changes 8 templates
Outages and repeated faults 7 templates
Alarms and routine observations 5 templates

Emergency communications

Read the guide and instructions →