Acquisition onboarding
Building 19 joins Fund B
Distribution warehouse in Wakefield, 265,000 sq ft, 3 units. Bought from Seller Fund X, completed 22 Oct 2026. Everything that came with the building, what is missing, and the first 90 days.
Handover records outstanding
5
Inherited contractors
6
Statutory gaps
3
Inherited contract value
£109,300
Contractors that came with the building
From the previous agent's records, checked against the vetting scheme. Each has a suggested decision, with the reason.
- Public liability insuranceExpires 12 Feb 2027Valid
- Employers' liability insuranceExpires 12 Feb 2027Valid
- Health and safety accreditationNot received
- Refrigerant handling certificateExpires 14 Dec 2027Valid
Suggested decision: Keep, on conditions
One document outstanding. Keep on condition it is received within 14 days.
Handover records
What Previous Agent was asked to hand over.
- Leases and tenancy scheduleReceived
- Service charge budget and year-to-date accountsReceived
- Fire risk assessmentReceived
- Asbestos registerReceived
- Health and safety fileRequested
- Operating and maintenance manualsPartial
- Contractor contracts and contact listReceived
- Utility meter readings at completionReceived
- Lift and lifting equipment recordsRequested
- Insurance claims historyNot received
- Tenant contact detailsReceived
- Keys, fobs and access codesPartial
Statutory checks
Records found in the handover pack. No record means a check is booked straight away.
- Fire risk assessmentLast done 23 Apr 2026 · next 23 Apr 2027In date
- Fire alarm serviceLast done 23 May 2026 · next 21 Nov 2026Due soon
- Emergency lighting testLast done 23 Jan 2026 · next 23 Jan 2027In date
- Electrical installation (EICR)Nothing in the handover packNo record
- Legionella risk assessmentLast done 10 Oct 2024 · next 10 Oct 2026Overdue
- Asbestos management surveyLast done 3 Jan 2026 · next 3 Jan 2027In date
- Lift inspection (LOLER)Nothing in the handover packNo record
- Sprinkler system serviceLast done 12 Jun 2026 · next 9 Dec 2026Due soon
The first 90 days
Tick tasks off as they are done. In a real build, these are created automatically when a building is added and assigned to the right people.
Days 1 to 30
Days 31 to 60
Days 61 to 90