This page is to assist the document facilitator in the collection and collation of evidentiary requirements pertaining to project specific and mandatory legislative deliverables.
Handover is the term used where the Commonwealth Contract Representative accepts delivered works from a Contractor are completed and fit for purpose. The handover is formalised by the Contract Representative issuing a completion certificate to the Contractor in accordance with the appropriate contract clause.
Takeover is the term used where the re;evant Director Services Delivery (DSD) accepts the delivered works from the Contract Representative into Defence Estate and enables its use by the resident units for its intended purpose. This acceptance is confirmed by completion of the HOTO Checklist.
The aim of the Estate Planning and the Handover/Takeover (HOTO) Checklists is to identify all documentary evidence required by Defence to demonstrate the delivered works are suitable for use and occupancy.
The HOTO checklist is to be used for all construction maintenance and leasing projects resulting in a Change of Occupancy, National Construction Code (NCC) or projects delivering new or altering existing Defence Estate. Typically estate projects will be delivered by CFI, PMB, PDS, CIOG, CASG, CIOG, EMOS or Sponsored works however the HOTO is not limited to these entities.
Although the checklist is not required for EMOS responsive and planned maintenance works, the checklist can be used to assist finalise large or technical works carried out by EMOS under the Alternative Proposal procedure.
This guide provides information for completion of Version 5.5 of the Estate Planning Checklist and the Handover / Takeover Checklist. Where individual items remain constant with previous versions the guidelines remain extant.