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Delivery Handoff

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.

What this skill does

Delivery Handoff is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. 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. Coordinates the transition from construction delivery to operating asset.

How you'll use it

"Use the Delivery Handoff skill"

Say something like this to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.

Skill activation rules

Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.

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.

What's inside

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…

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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

Full instructions and any reference files ship in the .skill bundle.

Bundle structure
delivery-handoff/
└── SKILL.md       # Required: instructions + metadata

Who built it

With contributions from Avi Hacker.

How to run it

Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.

Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.

About this skill

Third-Party skill. This skill is redistributed under the Apache-2.0 license and is not authored or endorsed by Adventures in CRE. Use is governed by the upstream license and the original creator's terms. Original attribution: Mario Urquia (link) and contributors (Avi Hacker).