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Handover reference

Test and commissioning certificates by system: what to hand over

The test, inspection and commissioning records to collect for each building system at handover, the law or British Standard each comes from, and what to check before you accept one.

Each building system comes with its own records of how it was installed, tested and commissioned. The contract and specification usually ask for them, and some are required by law. They normally go in the O&M manual; the health and safety file points to them and records any hazards they reveal.

The standards named below are the editions current in November 2026. British Standards are generally voluntary. They may become binding through a contract or a specific legal requirement, and their role depends on the particular standard and the regime that applies; contracts, insurers and building control often expect work to follow them. Certificates should say which edition the work was designed and done to.

A certificate issued to an earlier edition is not wrong just because a newer one has since been published. Assess it against the edition that applied when the work was designed and carried out, and any transition period the publisher set.

Electrical and fire systems

SystemWhat to hand overComes from
Electrical installationElectrical installation certificate, with the schedule of inspections and schedule of test results; distribution board schedulesBS 7671:2018+A4:2026 (the previous version was withdrawn on 15 October 2026)
Minor electrical work, such as an added socket or light on an existing circuitMinor electrical installation works certificate, where that is the appropriate form instead of an electrical installation certificateBS 7671:2018+A4:2026
Electrical work in dwellings by a registered installerBuilding Regulations compliance certificate from the installer's competent person scheme, within 30 daysBuilding Regulations 2010, regulation 20
Fire detection and alarm, non-domesticDesign, installation, commissioning and acceptance certificates, with the zone plan and cause and effectBS 5839-1:2025
Fire detection and alarm, dwellingsCertificates for the system installedBS 5839-6
Emergency lightingCompletion certificate, with the log book for routine testsBS 5266-1:2025
Sprinklers, commercial and industrialDesign and commissioning documents, including water supply test resultsBS EN 12845:2015+A2:2026
Sprinklers, residential and domesticCommissioning documentsBS 9251
Lightning protectionTest and inspection recordsBS EN 62305

Heating, ventilation and water

SystemWhat to hand overComes from
Fixed building services (heating, hot water, ventilation, cooling)Commissioning records; notice to building control that they were commissioned, by the deadline for the route (see handover documents)Building Regulations 2010, regulation 44
Mechanical ventilation in new dwellings (in Wales, also existing dwellings where it is provided or extended)Air flow rate test results, to building control within 5 days of the final testBuilding Regulations 2010, regulation 42
Gas appliancesCommissioning record, usually the Benchmark checklist; Building Regulations compliance certificate through Gas Safe RegisterGas Safe registration is required for work in premises covered by the Gas Safety (Installation and Use) Regulations 1998, such as homes, shops, offices and schools; some industrial premises are outside them and need a competent person instead. The certificate is under regulation 20
Water fittingsContractor's certificate from an approved contractorWater Supply (Water Fittings) Regulations 1999, regulation 6
Hot and cold water servicesFlushing and, where needed, disinfection records; information for the client's legionella risk assessmentHSE L8; BS 8558:2015 and PD 855468:2015
Pressure systems (steam, compressed air, hot water above 110°C; not an ordinary pressurised domestic hot water system just because it is pressurised)Written scheme of examination, in place before the system is operated; and, where the scheme requires an examination before first use, the competent person's report of itPressure Systems Safety Regulations 2000, regulations 8 and 9

Lifts, access and the building fabric

ItemWhat to hand overComes from
Passenger and goods liftsReport of thorough examination after installation and before first useLOLER 1998, regulation 9
Escalators and moving walkwaysCommissioning, inspection and maintenance records. They are not lifting equipment under LOLERPUWER 1998, and the contract and specification
Fall-arrest anchor systemsInstallation information and test or inspection records, with the inspection regimeBS 7883:2019, for anchor devices to BS EN 795
Airtightness of a new buildingAir pressure test results, to building control within 7 days of the final testBuilding Regulations 2010, regulation 43
Sound insulation, where testing is requiredTest results to building control: for ordinary work, no later than the date the completion notice is given; for higher-risk building work, with the completion certificate application; under a registered building control approver in England, within 5 days of completionBuilding Regulations 2010, regulation 41
Fire stopping and fire doorsProduct data, installer certification where third-party certified, and records of what was installed whereThe contract and specification; feeds the fire safety information
DrainageAs-built layout and test or survey recordsThe contract and specification

Before you accept a certificate

A certificate is only useful if it matches what was built. Before accepting one, check that:

  1. It is for this building and this work: the address, the area and the scope match.
  2. It names the standard and edition the work was done to.
  3. It is complete, dated and signed by someone competent, and registered where a scheme requires it.
  4. The results are recorded, not just "satisfactory", and any limitations, departures or observations are listed.
  5. Defects affecting safety or compliance have been resolved, and any required retesting completed. Record other outstanding items with an agreed action, a responsible person and a deadline. Recording a defect does not make the work safe to use: a report that lists a dangerous defect, such as a lift thorough examination report, is not evidence that the equipment can be used until the defect is put right.
  6. It is legible and searchable, in a format the client can keep.

How certificates relate to the health and safety file

Certificates normally go in the O&M manual, not the file. The file needs what they tell a future contractor: where the significant services and isolation points are, any hazards that remain, and safe working loads or limitations. The file can refer to the certificate for the detail. See what goes in the file.

Sources