delivery-handoff

name	Delivery Handoff
slug	delivery_handoff
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	TCO/CO policy, retainage release schedules, warranty package standards, vendor rationalization windows (construction subs vs operating service vendors), and punchlist SLA bands live in org and segment overlays. Handoff-lag thresholds drift. Construction tracker project closeout templates are segment-dependent. System as-built documentation completeness bands live in `overlays/org/_defaults/`.
applies_to	{"segment":["middle_market","luxury"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise","high_rise"],"lifecycle":["development","construction","lease_up"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["development_manager","asset_manager","regional_manager","portfolio_manager","reporting_finance_ops_lead","construction_manager"],"output_types":["handoff_checklist","kpi_review","memo"],"decision_severity_max":"action_requires_approval"}
references	{"reads":["reference/connectors/_core/stack_wave4/lifecycle_handoffs.md","reference/connectors/_core/stack_wave4/source_of_truth_matrix.md","reference/connectors/_core/stack_wave4/stack_reconciliation_matrix.md","reference/connectors/adapters/procore_construction/manifest.yaml","reference/connectors/adapters/procore_construction/dq_rules.yaml","reference/connectors/adapters/procore_construction/reconciliation_checks.yaml","reference/connectors/adapters/appfolio_pms/manifest.yaml","reference/connectors/adapters/appfolio_pms/dq_rules.yaml","reference/connectors/adapters/sage_intacct_gl/manifest.yaml","reference/connectors/adapters/dealpath_deal_pipeline/manifest.yaml","reference/connectors/master_data/property_master_crosswalk.yaml","reference/connectors/master_data/dev_project_crosswalk.yaml","reference/connectors/master_data/capex_project_crosswalk.yaml","reference/connectors/master_data/vendor_master_crosswalk.yaml","reference/connectors/master_data/identity_resolution_framework.md","reference/connectors/master_data/survivorship_rules.md","reference/normalized/schemas/reconciliation_tolerance_band.yaml","reference/normalized/approval_threshold_defaults.csv","reference/normalized/punchlist_sla__middle_market.csv"],"writes":["reference/connectors/master_data/property_master_crosswalk.yaml","reference/connectors/master_data/dev_project_crosswalk.yaml","reference/connectors/master_data/capex_project_crosswalk.yaml","reference/connectors/master_data/vendor_master_crosswalk.yaml","reference/connectors/master_data/unresolved_exceptions_queue.md"]}
metrics_used	["cco_to_first_lease_days","tco_to_first_unit_ready_days","delivery_handoff_completeness_score","punchlist_closeout_rate","retainage_release_lag_days","warranty_package_completeness","as_built_doc_completeness","vendor_rationalization_count","capex_closeout_lag_days","dev_project_crosswalk_closure_lag_days","lease_up_pace_post_delivery"]
escalation_paths	[{"kind":"handoff_lag","to":"development_lead -> asset_mgmt_director -> approval_request(row 7)"},{"kind":"missing_required_approver","to":"development_lead -> approval_request(row 17)"},{"kind":"doc_package_incomplete","to":"reporting_finance_ops_lead -> asset_mgmt_director"},{"kind":"vendor_master_conflict","to":"regional_ops_director -> approval_request(row 19)"},{"kind":"warranty_package_incomplete","to":"development_lead + legal counsel -> approval_request(row 17)"},{"kind":"tco_before_punchlist_complete","to":"development_lead + construction_manager -> approval_request(row 4)"},{"kind":"capex_closeout_drift","to":"reporting_finance_ops_lead -> approval_request(row 11)"}]
approvals_required	["development_lead_handoff_signoff","capex_project_closeout_in_intacct","warranty_package_acceptance","lease_up_pricing_policy_seeded"]
description	Coordinates the transition from construction delivery to operating asset. Fires on Procore schedule_milestone `temp_co_received` or `final_co_received` (with units_ready_for_lease >= 1), or on AppFolio C/O recording (Handoff 8 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Drives TCO/CO recording, punchlist state review, retainage release schedule, rent-roll transition from lease-up plan to active, construction-sub vs operating-vendor rationalization, warranty package handoff, system as-built documentation acceptance, capex project closeout in Intacct, and dev_project_crosswalk closure (procore_project_id -> property_id linkage). Triggers lease_up_first_period once the AppFolio unit roster is active. Writes back to master_data crosswalks via approval. Handoff is not complete until every item lands within the tolerance band and development_lead signs off.

Delivery Handoff

Workflow purpose

Turn a Procore construction project at TCO/CO into an operating, leasable asset with auditable handoff completion across AppFolio (operating), Intacct (financial closeout), master data crosswalks (data platform), the vendor master (construction subs out, operating service vendors in), and the warranty + as-built documentation registry. The workflow does not execute setup steps in vendor systems; it composes the handoff checklist, validates each item's completion against the source-of-truth matrix, and routes gated items through workflows/owner_approval_routing. Handoff is not complete until every item is within the tolerance band on reconciliation_tolerance_band.yaml and development_lead has signed off. On completion, workflows/lease_up_first_period is triggered to pick up the first operating period for the newly-active property.

Trigger conditions

• Explicit: "delivery handoff for {project}", "open delivery handoff package for {property}", "close the delivery handoff for {dev_project}", "handoff status for {project}".
• Implicit: Procore schedule_milestone fires temp_co_received or final_co_received AND units_ready_for_lease >= 1 (Handoff 8 in reference/connectors/_core/stack_wave4/lifecycle_handoffs.md). Alternatively, AppFolio records a C/O for a property currently at lifecycle_stage=pre_takeover or construction. Either trigger activates the same workflow instance.
• Recurring: none. Strictly event-driven.

Inputs (required / optional)

Input	Type	Required	Notes
Procore project record (at or past TCO)	record	required	must include construction_project_id, dev_project_id (parent), schedule_milestone (temp_co_received or final_co_received), punchlist_items[], closeout_documents[], retainage_release_schedule, warranty_package_ref, as_built_package_ref
Canonical development_project, construction_project, objects