Practical working guide
A subcontractor handoff brief for agreed service work
Hand agreed work to a subcontractor with the exact scope, current documents, access conditions, acceptance evidence and escalation contact. Confirm that they understand the brief before the visit. A forwarded quote alone usually leaves delivery questions unanswered.
A handoff that can be checked
| Brief section | Required detail |
|---|---|
| Authorised work | Tasks, boundaries and current approved revision |
| Readiness | Access, preceding work and required materials |
| Delivery evidence | Checks, photos where authorised and completion notes |
| Questions and changes | Named contact; stop and ask before unapproved extras |
Worked example: a revision conflict
Fictional example: the installer holds drawing v2, but the job record says v3. The brief identifies v3 as current and the changed fixing position. Before starting, the installer confirms the document reference and raises the mismatch. The coordinator supplies the correct document and records acknowledgement. Do not let the crew resolve design uncertainty by guessing or treating a site conversation as an approved change.
Limit sharing and close the handoff
Share only documents needed for the assigned work, through the appropriate access route. Set a return deadline for evidence, inspect it and log unresolved items before accepting completion. Do not forward unrelated customer histories or passwords. This is an execution brief; supplier qualification, safety obligations and contractual terms require their own review and are not created by completing this worksheet.
Ask the recipient to repeat the work boundary and escalation route in their acknowledgement. Record any unanswered question before dispatch, including who is responsible for resolving it.