Handover and Close-out Agent

The Handover and Close-out Agent assembles the close-out documentation: as-built drawings, O&M manuals, warranties and guarantees, compliance certificates such as the electrical certificate of compliance, and the documents the municipality requires for an occupancy certificate. It tracks what is outstanding for practical and final completion, so handover packs are complete and retention release is not held up by missing paperwork.

Ideal forProject managers

The difference

From 2-3 weeks per project to 3-4 days

Project teams close out faster and move to the next project instead of chasing certificates for months.

Done by hand

2-3 weeks per project

With the Vanine agent

3-4 days

Time returned to your team

70%

Indicative figures. We measure your own baseline in the first fortnight so the numbers you see are yours.

Handover without the paper chase

Close-out documents are spread across dozens of trades and suppliers. The agent tracks every required item and chases what is missing well before handover.

Occupancy on time

Missing compliance certificates delay the occupancy certificate and, with it, the client's ability to use the building. Early visibility keeps occupation on programme.

Cash released sooner

Complete practical and final completion documentation supports timely release of retention and guarantees under JBCC, NEC or GCC contracts.

Capabilities

A complete close-out pack at handover, not months after the keys change hands.

Built for project managers, principal agents, document controllers and developers handing over building and civil projects to South African clients, owners and facilities teams.

Close-out register

Builds a register of every required close-out document by trade and system, from the contract and specifications.

As-builts and O&M manuals

Tracks as-built drawings and O&M manuals by discipline and checks they are complete and consistent with the final design.

Warranties and guarantees

Collects warranties and guarantees, recording start dates, periods and conditions for the owner's records.

Compliance certificates

Tracks electrical CoCs and other statutory and engineering certificates required under SANS 10400 and the National Building Regulations for the occupancy certificate application.

Completion lists

Maintains practical and final completion lists, linking outstanding snags and documents to the responsible parties.

Handover pack assembly

Compiles an indexed, searchable handover pack for the client and facilities team in the agreed format.

How it works

From your systems to a result you sign off

The principal agent certifies practical and final completion, and the responsible registered professionals sign their compliance certificates.

AutodeskSharePointOutlookTeamsExcel
Any system you use
Connects

Connect the places your close-out documents already live.

Contract documents, specifications, submittals, drawings and certificates from Aconex, Procore, Autodesk Construction Cloud or SharePoint. Already use something else? We connect that too.

  • OpenAI Frontier
  • Your own AI platform or models
  • Microsoft 365 (Teams, SharePoint, Outlook, Excel)
  • Copilot Studio
  • Aconex and Procore
  • Autodesk Construction Cloud (BIM 360) and Revit
  • SharePoint handover libraries
  • Facilities management systems
Works in

Runs weekly in the months before completion, or on request in Teams or OpenAI Frontier.

Close-out register
As-builts and O&M manuals
Warranties and guarantees
Compliance certificates
Completion lists
Handover pack assembly
Delivers to

A close-out register in Excel, requests to trades by email, and an indexed handover pack for the client.

Step by step

  1. 01

    The project approaches completion and the agent builds the close-out register.

  2. 02

    It collects submitted documents and requests what is missing from each trade.

  3. 03

    It checks documents for completeness and tracks completion lists.

  4. 04

    The project manager reviews the pack and resolves outstanding items.

  5. 05

    The principal agent certifies completion and the handover pack is issued to the client.

Deployment

Runs inside the tools your team already uses

The same agent and the same cited output, delivered three ways: through the AI assistant you have rolled out, on a model you host yourself, or inside your own software.

Model Context Protocol

In the frontier assistant you already pay for

We publish the agent as an MCP server. Add it as a connector and your team calls it from the chat they use every day, with no new tool to learn.

Adopting frontier AI across your teams
Called from ClaudeMCP connected

"List every close-out document required"

Toolhandover_and_close_out.build_register
project
Community centre
documents
164
Returned164 documentsEvery finding linked to its source document
Self-hosted

On a model you host yourself

Run the agent on open-weight models in your data centre or private cloud. Your close-out documents never leave your network, which keeps POPIA and data residency straightforward.

  • Llama
  • Mistral
  • Ollama
  • or any OpenAI-compatible endpoint
Sovereign AI on your infrastructure
Bespoke systems

Inside your own software

Trigger a run from your own workflows, and push the finished output into your ERP, GRC or reporting systems. We build the integration with your team.

  • REST API
  • Webhooks
  • Batch jobs
  • Embeddable review panel
Custom integrations from our software factory
Governance

Governed the same way, every route

Whichever way your team reaches the agent, identity, permissions and audit stay with your existing controls.

  • Single sign-on through Entra ID, Okta or Google Workspace
  • Reads only the documents each user is already allowed to open
  • Every tool call written to an audit log you can export
How your data is handled

DATA SECURITY & PRIVACY

Your close-out documents stay yours.

The agent runs inside your tenancy, reads only what each task needs, and never trains on your close-out documents. Every step is logged so your auditors can see exactly what it touched.

Built for regulated work.

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WHAT THE AGENT KEEPSONLY THE OUTPUTENCRYPTED AT REST0 BIT AES0% DELETABLE0 TRAINING RUNS

YOUR CLOSE-OUT DOCUMENTS NEVER LEAVE YOUR ENVIRONMENT

Precision AI for Institutional Workflows

Build once.Deploy across teams.Improve over time.