# Model review and handover worksheet

Complete this worksheet using the agreed project acceptance criteria. Replace the bracketed fields with the relevant delivery information.

## Delivery manifest

- Project and delivery identifier: [value]
- Revision and intended use: [value]
- Prepared by / team / date and time zone: [value]
- Recipient and approved distribution: [value]
- Source models, revisions and exclusions: [value]
- Export application and version: [value]
- Format, schema and profile: [value]
- Scope and relevant export settings: [value]
- Length unit, origin, axes and coordinate reference system: [value]
- Height reference and applied transformations: [value]
- Receiving application, version and import settings: [value]
- File list, sizes and companion assets: [value]
- Optional checksum algorithm and final-file checksums: [value]

## Before exporting

- [ ] Confirm the recipient's intended task and acceptance criteria.
- [ ] Confirm permission to use and share the source information.
- [ ] Agree the format, schema, units, coordinates and required properties.
- [ ] Test a representative sample in the receiving application.
- [ ] Record source revisions, scope and exclusions.

## Review the final files

For each row record: PASS, FAIL, NOT CHECKED or ACCEPTED EXCEPTION. Add the method, reviewer, date, evidence and any exception approver. Do not mark an unperformed check as passed.

| Check | Agreed criterion | Result | Evidence / issue reference |
| --- | --- | --- | --- |
| File transfer and dependencies | [criterion] | [status] | [reference] |
| Schema conformity and import warnings | [criterion] | [status] | [reference] |
| Included disciplines, areas and objects | [criterion] | [status] | [reference] |
| Known dimension and units | [expected measurement and tolerance] | [status] | [reference] |
| Control points and elevation | [expected coordinates and tolerance] | [status] | [reference] |
| Representative geometry | [sample scope] | [status] | [reference] |
| Required properties and values | [rule-set version] | [status] | [reference] |
| Materials and appearance | [criterion] | [status] | [reference] |
| Recipient's intended task | [criterion] | [status] | [reference] |

## Issue record (repeat for each finding)

- Issue ID / model revision / object identifiers: [value]
- Expected result and requirement reference: [value]
- Actual result and reproduction steps: [value]
- Location / viewpoint / authorized attachment: [value]
- Owner and due date: [value]
- Correction and replacement revision: [value]
- Recheck result / reviewer / evidence: [value]
- Exception reason and approver, if applicable: [value]

## Release and acceptance

- [ ] Review the actual files to be delivered and repeat affected checks after changes.
- [ ] Test the package from another folder to identify missing dependencies.
- [ ] Include the manifest, coordinate notes, configuration and validation evidence.
- [ ] Identify unresolved issues and approved exceptions.
- [ ] Remove secrets and information outside the approved sharing scope.
- [ ] Transfer through the agreed channel and confirm recipient access.
- [ ] Record receipt separately from acceptance.
- [ ] Retain the accepted package and decision under the project's retention process.

Decision: [pending / accepted / rejected]

Accepted purpose and limitations: [value]

Reviewer and decision date: [value]

Related guidance: https://neo-built.com/resources/model-validation-checklist and https://neo-built.com/resources/model-handover-checklist