6: Handover and close out - Revision history

Designing Buildings at 07:11, 2 October 2025

2025-10-02T07:11:37Z

← Older revision		Revision as of 07:11, 2 October 2025
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	-----		-----
−	~~--[[User:Cohesive\|Cohesive]]~~
−
	[[Category:DCN_Collection]] [[Category:DCN_Guidance]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]		[[Category:DCN_Collection]] [[Category:DCN_Guidance]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Cohesive at 09:13, 25 July 2022

2022-07-25T09:13:53Z

← Older revision		Revision as of 09:13, 25 July 2022
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	\|-		\|-
	\|		\|
−	Is the information compliant with employer's information requirements?	+	Is the information compliant with employer's information requirements? Have any remaining defects been rectified?
−	Have any remaining defects been rectified?	+

	Is the final account correct?		Is the final account correct?
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	Are there any lessons learned that might be applicable to other projects?		Are there any lessons learned that might be applicable to other projects?
	\|		\|
−	As-constructed asset information model in native and industry foundation classes (IFC) format.	+	As-constructed asset information model in native and industry foundation classes (IFC) format. COBie file.
−	COBie file.	+

	Any additional testing and commissioning information.		Any additional testing and commissioning information.
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	-----		-----
−	--[[User:~~PCSG~~\|~~PCSG~~]]	+	--[[User:Cohesive\|Cohesive]]

−	[[Category:DCN_Collection]] [[Category:DCN_Guidance]] [[Category:~~BIM~~]] [[Category:~~Client_procedures~~]] [[Category:~~Public_procedures~~]]	+	[[Category:DCN_Collection]] [[Category:DCN_Guidance]] [[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Editor at 20:44, 30 September 2020

2020-09-30T20:44:57Z

← Older revision		Revision as of 20:44, 30 September 2020
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	{\|		{\|
−	\|[[File:Home_icon_grey.jpg\|link=Step-by-step_guide_to_using_BIM_on_projects]]	+	\| [[File:Home_icon_grey.jpg\|link=Step-by-step_guide_to_using_BIM_on_projects]]
−	\|[[File:0a_icon_not_bold.jpg\|link=0a:_Strategic_definition_(business_justification)]]	+	\| [[File:0a_icon_not_bold.jpg\|link=0a:_Strategic_definition_(business_justification)]]
−	\|[[File:0b_icon_not_bold.jpg\|link=0b:_Strategic_definition_(strategic_brief)]]	+	\| [[File:0b_icon_not_bold.jpg\|link=0b:_Strategic_definition_(strategic_brief)]]
−	\|[[File:1a_icon_not_bold.jpg\|link=1a:_Preparation_and_brief_(appraisals)]]	+	\| [[File:1a_icon_not_bold.jpg\|link=1a:_Preparation_and_brief_(appraisals)]]
−	\|[[File:1b_icon_not_bold.jpg\|link=1b:_Preparation_and_brief_(brief_and_information_requirements)]]	+	\| [[File:1b_icon_not_bold.jpg\|link=1b:_Preparation_and_brief_(brief_and_information_requirements)]]
−	\|[[File:1c_icon_not_bold.jpg\|link=1c:_Preparation_and_brief_(supplier_appointments)]]	+	\| [[File:1c_icon_not_bold.jpg\|link=1c:_Preparation_and_brief_(supplier_appointments)]]
−	\|[[File:2_icon_not_bold_v2.jpg\|link=2:_Concept_design]]	+	\| [[File:2_icon_not_bold_v2.jpg\|link=2:_Concept_design]]
−	\|[[File:3_icon_not_bold.jpg\|link=3:_Developed_design]]	+	\| [[File:3_icon_not_bold.jpg\|link=3:_Developed_design]]
−	\|[[File:4_icon_not_bold.jpg\|link=4:_Technical_design]]	+	\| [[File:4_icon_not_bold.jpg\|link=4:_Technical_design]]
−	\|[[File:5_icon_not_bold.jpg\|link=5:_Construction]]	+	\| [[File:5_icon_not_bold.jpg\|link=5:_Construction]]
−	\|[[File:6_icon_solid.jpg\|link=6:_Handover_and_close_out]]	+	\| [[File:6_icon_solid.jpg\|link=6:_Handover_and_close_out]]
−	\|[[File:7_icon_not_bold.jpg\|link=7:_In_use]]	+	\| [[File:7_icon_not_bold.jpg\|link=7:_In_use]]
	\|}		\|}

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	{\|		{\|
−	\|width="50%"\|Plain language questions	+	\|width="50%"\| Plain language questions
−	\|width="50%"\|Information required	+	\|width="50%"\| Information required
	\|-		\|-
−	\|Is the information compliant with employer's information requirements?	+	\|
		+	Is the information compliant with employer's information requirements?
	Have any remaining defects been rectified?		Have any remaining defects been rectified?

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	Are there any lessons learned that might be applicable to other projects?		Are there any lessons learned that might be applicable to other projects?
−	\|As-constructed asset information model in native and industry foundation classes (IFC) format.	+	\|
		+	As-constructed asset information model in native and industry foundation classes (IFC) format.
	COBie file.		COBie file.

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	Post occupancy evaluations.		Post occupancy evaluations.
	\|}		\|}
−
−

	-----		-----
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	--[[User:PCSG\|PCSG]]		--[[User:PCSG\|PCSG]]

−	[[Category:~~Client_procedures~~]] [[Category:~~Public_procedures~~]] [[Category:BIM]]	+	[[Category:DCN_Collection]] [[Category:DCN_Guidance]] [[Category:BIM]] [[Category:Client_procedures]] [[Category:Public_procedures]]

Designing Buildings at 08:33, 18 May 2016

2016-05-18T08:33:59Z

← Older revision		Revision as of 08:33, 18 May 2016
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	--[[User:PCSG\|PCSG]]		--[[User:PCSG\|PCSG]]

−	[[Category:Client_procedures]] [[Category:Public_procedures]]	+	[[Category:Client_procedures]] [[Category:Public_procedures]] [[Category:BIM]]

Designing Buildings at 09:16, 4 May 2016

2016-05-04T09:16:59Z

← Older revision		Revision as of 09:16, 4 May 2016
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	-----		-----
	Next stage >> [[7:_In_use\|7: In use]].		Next stage >> [[7:_In_use\|7: In use]].
		+
		+	-----
		+	--[[User:PCSG\|PCSG]]

	[[Category:Client_procedures]] [[Category:Public_procedures]]		[[Category:Client_procedures]] [[Category:Public_procedures]]

Designing Buildings at 14:40, 29 April 2016

2016-04-29T14:40:53Z

← Older revision		Revision as of 14:40, 29 April 2016
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	Handover and close out takes place after the construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.		Handover and close out takes place after the construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.

−	If the employer has required adoption of the soft landings framework, an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.	+	If the employer has required adoption of the soft landings framework, an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation, and extended aftercare provided for up to 3 years.

	-----		-----
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	* Health and safety information.		* Health and safety information.
	* Actual performance information such as metered utilities information.		* Actual performance information such as metered utilities information.
		+
		+	A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model.

	It might also be necessary to update project documentation with the benefit of operational experience, such as the:		It might also be necessary to update project documentation with the benefit of operational experience, such as the:
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	Once the project information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM). The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.		Once the project information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM). The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.
−
−	~~A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model.~~

	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.		At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.
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	-----		-----
−	The contractor prepares an information exchange (or 'data drop') as required by the ~~employers~~ information requirements. This involves issuing published information into the ~~employers~~ information environment.	+	The contractor prepares an information exchange (or 'data drop') as required by the employer's information requirements. This involves issuing published information into the employer's information environment.

	On a traditional project, this might bring about the end of appointments. However, the soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:		On a traditional project, this might bring about the end of appointments. However, the soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:

Designing Buildings at 11:28, 29 April 2016

2016-04-29T11:28:15Z

← Older revision		Revision as of 11:28, 29 April 2016
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	\|[[File:7_icon_not_bold.jpg\|link=7:_In_use]]		\|[[File:7_icon_not_bold.jpg\|link=7:_In_use]]
	\|}		\|}
−
−	~~[[File:Under_construction.gif\|link=File:Under_construction.gif]]~~

	Handover and close out takes place after the construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.		Handover and close out takes place after the construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.
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	-----		-----
−	The contractor prepares an information exchange (or 'data drop') as required by the employers information requirements. This involves issuing ~~'approved'~~ information to the ~~'shared' or 'client shared' area of the common data~~ environment.	+	The contractor prepares an information exchange (or 'data drop') as required by the employers information requirements. This involves issuing published information into the employers information environment.

	On a traditional project, this might bring about the end of appointments. However, the soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:		On a traditional project, this might bring about the end of appointments. However, the soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:
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	-----		-----
	Next stage >> [[7:_In_use\|7: In use]].		Next stage >> [[7:_In_use\|7: In use]].
		+
		+	[[Category:Client_procedures]] [[Category:Public_procedures]]

Designing Buildings at 12:19, 3 April 2016

2016-04-03T12:19:18Z

Designing Buildings at 09:38, 3 April 2016

2016-04-03T09:38:02Z

← Older revision		Revision as of 09:38, 3 April 2016
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	-----		-----
−	~~Tasks~~	+	Handover

	-----		-----
−	A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be transferred~~. See~~ Handover to employer for more information.	+	A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be transferred (see Handover to employer for more information).

−	The common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project~~. If they have not already done so, the employer should appoint an asset information manager to maintain the information~~.	+	The project information model in the common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project.

−	During this stage, the ~~building~~ information model might be developed to include:	+	If they have not already done so, the employer should appoint an asset information manager to maintain the information going foward.
		+
		+	During this stage, the project information model might be developed to include:

	* Details of any changes made.		* Details of any changes made.
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	* Health and safety file.		* Health and safety file.

−	Once the ~~building~~ information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM). A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model. The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.	+	Once the project information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM).
		+
		+	A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model. The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.

	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.		At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.

		+	-----
		+	End of stage report and information exchange
		+
		+	-----
	The contractor prepares an information exchange (or 'data drop') as required by the employers information requirements. This involves issuing 'approved' information to the 'shared' or 'client shared' area of the common data environment.		The contractor prepares an information exchange (or 'data drop') as required by the employers information requirements. This involves issuing 'approved' information to the 'shared' or 'client shared' area of the common data environment.

−	On a traditional project, this might bring about the end of appointments. However, ~~The~~ soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:	+	On a traditional project, this might bring about the end of appointments. However, the soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:

−	* In year 1, problems are identified, training provided and systems fine tuned, with regular reviews carried out.	+	* In year 1, problems are identified, training provided and systems fine-tuned, with regular reviews carried out.
	* Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.		* Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.
	* In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.		* In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.
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	\|width="50%"\|Information required		\|width="50%"\|Information required
	\|-		\|-
−	\|Is the information compliant with ~~employers~~ information requirements?	+	\|Is the information compliant with employer's information requirements?
	Have any remaining defects been rectified?		Have any remaining defects been rectified?

Designing Buildings at 17:00, 29 February 2016

2016-02-29T17:00:18Z

← Older revision		Revision as of 17:00, 29 February 2016
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	* In year 1, problems are identified, training provided and systems fine tuned, with regular reviews carried out.		* In year 1, problems are identified, training provided and systems fine tuned, with regular reviews carried out.
		+	* Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.
	* In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.		* In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.
	* There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.		* There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.
−	* Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.
	* Independent post occupancy surveys might be undertaken annually.		* Independent post occupancy surveys might be undertaken annually.

← Older revision		Revision as of 12:19, 3 April 2016
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	[[File:Under_construction.gif\|link=File:Under_construction.gif]]		[[File:Under_construction.gif\|link=File:Under_construction.gif]]

−	Handover and close out takes place after construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.	+	Handover and close out takes place after the construction has ended. The employer is able to occupy the development but the contractor remains responsible for rectifying defects during a period known as the 'defects liability period' (or 'rectification period') which typically lasts six to twelve months.

	If the employer has required adoption of the soft landings framework, an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.		If the employer has required adoption of the soft landings framework, an initial aftercare team should be available (and visible) typically for 4 to 6 weeks after occupation and extended aftercare provided for up to 3 years.
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	A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be transferred (see Handover to employer for more information).		A formal handover procedure should be implemented, perhaps during a handover meeting following an inspection of the site. Keys, fobs and other controls should be handed over along with any outstanding documentation. Defects reporting procedures should be agreed and access arrangements put in place for the contractor. Responsibility for insurance, security and so on should be transferred (see Handover to employer for more information).

−	~~The~~ project information model in the common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project.	+	If it has not already been done, the project information model in the common data environment may be transferred to the employer, including the final published information and the archive which provides a record of all activities in the common data environment during the project.

−	If they have not already done so, the employer should appoint an asset information manager to maintain the information going ~~foward~~.	+	If they have not already done so, the employer should appoint an asset information manager to maintain the information going forward.

	During this stage, the project information model might be developed to include:		During this stage, the project information model might be developed to include:
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	* Health and safety file.		* Health and safety file.

−	Once the project information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM).	+	Once the project information model has been verified against what has actually been constructed, it should be handed over to the employer as an as-constructed asset information model (AIM). The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.

−	A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model. The asset information model is the model that compiles the data and information necessary to support asset management, that is, it provides all the data and information related to, or required for the operation and maintenance of the completed development.	+	A point cloud or LiDAR survey may be carried out to confirm the completeness of the as-constructed model.

	At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.		At the end of the defects liability period, the contract administrator arranges final inspections of the works and if satisfied issues the certificate of making good defects. The contract administrator co-ordinates preparation of a final report providing a summary of activities during the construction phase. The cost consultant prepares the final account and the contract administrator issues the final certificate.
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	On a traditional project, this might bring about the end of appointments. However, the soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:		On a traditional project, this might bring about the end of appointments. However, the soft landings framework proposes that extended aftercare should be provided for 3 years after occupation:

−	* In year 1, problems are identified, training provided and systems fine-tuned, with regular reviews carried out.	+	* In year 1, problems are identified, training provided and systems fine-tuned, with regular reviews carried out. Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.
−	* Aftercare user meetings might be held to explain how the building operates, answer questions and obtain feedback.	+
	* In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.		* In years 2 and 3, performance is reviewed, but with reviews becoming less frequent.
	* There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.		* There should be regular reviews of energy performance, with a written review of energy and systems performance every 6 months, and a review meeting at least annually.