Owner contact information
Project address
Final copy of plans and contract specifications
Copy of the executed contract / Scope of Work
Budget / Estimate review
Special notes relating to the project during the Sales / Estimating
Copies / access to any RFI during the bid process
Provide tentative start date
List of specialty lead time items
List any preferred trade partners for project (i.e. customer trade partner relation, trade partner preference on project)
Site access special concerns
Design team information

Meeting to include salesman, Estimator, Project Manager, and Superintendent
Owner contact person for Project Manager and Superintendent
Project address
Final Copy of plans. Need the date of the most recent set of plans
Review plans in the turnover meeting to review notes / special conditions, differences in bid plans vs Executed plans, etc.
A detailed review of MEP drawings for equipment, ductwork, electrical outlets, etc
Copy of the Execute contract /proposal
Review the Scope of work in detail to understand what's included/ excluded
Review the estimate / budget line by line with a description of the work
Review photos and video walkthroughs completed thus far
Copies of any special notes relating to the project
Copies / access to any RFI’s during the bid process
Review notes/anything that was promised to the client
Provide a tentative start date, (can be quarterly/year)
A list of any specialty / long lead items
List any preferred trade partners for the project, (i.e. customer trade partner relation, trade partner preference on the project)
Site access concerns
Design team information if any
All of the above information shall be stored in our Google Drive and a Handover Document needs to be created for this process, which will be filled out in the meeting