Built from source. Verified against site. Delivered complete.

Every FM Handover Program starts with the actual project documents: as-built drawings, commissioning reports, O&M manuals, change orders, shop drawings, warranty certificates. Data is extracted, verified, and reconciled across all of them. Where documents conflict, the conflict is resolved using a clear hierarchy of authority. Where information is missing, it is flagged — not filled with assumptions.

The result is a complete operational program built specifically for the building in front of us. Not adapted from a template. Not filled with placeholder content.

On a recently completed 37-suite seniors housing project, the delivered O&M manuals referenced a fire alarm panel model that differed from the installed unit. The commissioning report and the ULC certificate both cited the correct model. The conflict was resolved using the certified commissioning authority as the governing document, the asset record was updated, and the discrepancy was flagged for the owner. That kind of resolution happens on every engagement.

Phase 01

Project Intake

Scope confirmed. Document package reviewed. Key dates, parties, systems, and any known gaps identified before work begins.

Phase 02

Documentation and Site Review

Project documentation reviewed and cross-referenced. Site conditions confirmed against delivered drawings. Discrepancies between documents and site are identified and recorded before any data enters a deliverable.

Phase 03

Asset and Data Verification

Every building system and asset identified, documented, and verified. Conflicts resolved. Gaps flagged. Nothing proceeds to deliverable production until the underlying data is confirmed.

Phase 04

Deliverable Production and QC

Ten deliverables produced against the verified data set, QC reviewed, and issued. The package is audited before it leaves our hands. Outstanding items are flagged — not quietly omitted.

The standards the program is held to on every engagement.

These are not aspirational statements. They are the criteria against which every deliverable is measured before it is issued.

Source-bound

Every data point is traceable to a specific project document. Nothing is assumed. General industry knowledge does not override what the source documents say.

Conflict resolution

When documents disagree, authority is applied consistently. The hierarchy is established at project intake and applied without exception throughout the program.

Gaps documented

Missing, incomplete, or unresolved information is flagged with a unique identifier and tracked through the program. Gaps are not filled with plausible-sounding content.

Consistent methodology

The same process is applied on every engagement. The building changes. The standard does not.

Independently verified

Every deliverable is reviewed against the source data before issue. The program is checked — not assumed to be correct because the inputs were correct.

Built for the operator

The deliverables are written for the person running the building. Plain language. Actionable format. Usable from day one of possession.

Ten deliverables. One complete program.

The program scope is consistent across building types and engagement models. Every client receives the complete set.

Standard Deliverables
D1 Asset Register A complete inventory of every building system and maintainable asset. Tag, description, manufacturer, model, location, warranty term, expiry date, and service contact for each entry.
D2 PM Schedule Preventive maintenance tasks across daily, monthly, quarterly, semi-annual, annual, and multi-year frequencies. Sourced from the asset register. Warranty void conditions included where applicable.
D3 30-Year Capital Plan All anticipated capital expenditures from possession through year 30. Costs in current dollars, indexed annually. Heavy expenditure years identified. Reserve planning begins at handover.
D4 Janitorial Scope A building-specific cleaning program based on the actual finish schedule and manufacturer requirements for installed materials. Not a generic scope.
D5 Operations Manual The primary reference document for building operations. Covers all systems, maintenance obligations, warranty period management, and open items. Structured for the operator, not the trades.
D6 Warranty Log All active warranties consolidated and sorted by expiry date. Colour-coded by urgency so upcoming expirations are visible at a glance. Built to be maintained by the building team.
D7 Emergency Procedures Building-specific emergency response documentation including utility shutoff locations, operating instructions, and step-by-step guidance for defined emergency scenarios.
D8 Contractor Directory All emergency, service, design, trade, manufacturer, and regulatory contacts in one document. Organized for fast retrieval. 24/7 numbers confirmed where available.
D9 Compliance Calendar Every warranty milestone, life safety obligation, and regulatory deadline tracked with due date, responsible party, and consequence of non-compliance.
D10 Maintenance Logbooks Printable sign-off logbooks for ongoing maintenance records. Date, task, initials, notes, and completion checkbox per task. Warranty-critical tasks identified. Built for daily use.
Included with Every Engagement
EX Executive Summary Plain-language overview of the building, the program, and the critical actions required in year one. Written for three audiences: the building operator, the owner's board, and any external reviewer.

For BC Housing-funded projects, the program independently satisfies the Division 01 78 00 M&R Plan requirement.

The same program. Four ways to engage.

Every engagement model delivers the complete FM Handover Program. What varies is when we enter the project and who we are engaged by.

Offering 1

FM Handover Program

Post-construction — Owner or Society

The standard engagement. We receive the completed O&M package and produce the full FM program at handover.

Offering 2

Dual Mandate

Post-construction — GC + Owner

A single engagement serving both the general contractor and the owner from the same documentation package.

Offering 3

Full Lifecycle

Pre-construction through Warranty — Owner

Engaged at IFC stage. The program is built as the building is built and finalized at closeout.

Offering 4

Archival & Discovery

Existing Building — Owner or Operator

For buildings already in operation with incomplete or unusable FM records. Built from what exists.

Ready to discuss your project?

We engage at the O&M manual stage. If your project is approaching substantial completion, now is the right time to talk.

Get in Touch