Handover & lifecycle
Hand over and close out
Finish the job cleanly: work the punch list to zero, confirm every inspection passed and no…
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Cases / Handover & lifecycle
Handover & lifecycle
Manage the defects liability period after occupation
Once the building is occupied, log every reported defect against the contractor and a due date, and drive the list to zero before the liability period closes.
How it works, step by step
3 steps across the platform - what you do at each one, and why it matters.
1
Log the reported defect
Punch listAdd the defect reported by the occupier to the punch list with its location, a photo and the contractor or subcontractor responsible for the fix.
Why: A defect reported to a caretaker by phone and never written down is a defect that never gets fixed. One list keeps every claim against the liability period visible.
InOccupier defect reportLocation and photoOutLogged defect entryResponsible contractor
2
Assign it and set a due date
Punch listAssign the item to the contractor obliged to fix it under the defects clause, set a due date inside the liability period, and track it until it is marked done.
Why: The liability period has a hard end date, and a defect still open when it closes becomes a cost the owner absorbs. Assigning and dating each one is what keeps the obligation enforceable.
InLogged defectDefects clauseOutAssigned contractorDue date set
3
Close the period clean
Close-outAt the end of the defects liability period, confirm every item on the list is closed and issue the final certificate releasing the last retention.
Why: A clean close at the end of the liability period is what finally discharges the contractor obligation and releases the retention held against it.
InClosed defect listHeld retentionOutFinal certificateReleased retention
Modules in this playbook
2 / 184 platform modules