Identify the asset and the system
- Equipment name, tag, model, location, and system served
- Associated power source, controls, isolation points, valves, sensors, and routes
- Approved operating or protection settings supplied by the responsible contractor or manufacturer
State the handoff condition
- Installed, tested, energized, operating, temporarily configured, or out of service
- Known alarms, leaks, damage, access restrictions, temporary wiring or piping, and outstanding inspections
- Punch items with owner, due date, and the condition required for closure
Transfer maintenance information
- Manufacturer manuals and warranties received
- Required inspection, cleaning, lubrication, filter, water-treatment, calibration, or replacement intervals
- Critical spares, special tools, lockout information, and escalation contacts