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Documentation and records
The information a new building owner inherits
Buying or taking over a building means inheriting its records, or its gaps. What you receive at handover decides how hard the next year will be.
When a building changes hands, the structure is the obvious asset and the records are the one that gets overlooked. Yet the records are what decide whether the new owner spends the first year managing the building or reconstructing its history. A building handed over with a complete, current set of plans, assessments and certificates can be run from day one. A building handed over with a box of paper and some half-remembered arrangements has to be surveyed, re-tested and re-documented before anyone can say with confidence that it is compliant.
What ought to come with the building
The information that should travel with a building is, in effect, the evidence that it is safe and lawful to occupy. For an occupied higher-risk building under the Building Safety Act 2022, that evidence is supposed to exist as a continuous digital record, the golden thread, kept current through design, construction and occupation. In practice the inheritance you hope for includes the following.
- Current floor plans and a building plan that reflect the building as it actually is, not as it was first drawn.
- The fire risk assessment required under the Regulatory Reform (Fire Safety) Order 2005, current and covering the structure, external walls and flat entrance doors as clarified by the Fire Safety Act 2021.
- External wall information and the records shared with the fire and rescue service under the Fire Safety (England) Regulations 2022.
- The safety case and safety case report for a higher-risk building.
- Certificates and inspection records, electrical, lifting, fire systems, with their dates and next-due dates.
- Maintenance logs and the history of who has worked on the building.
The gap between this list and what actually arrives is the new owner's opening problem.
The golden thread, inherited or broken
The golden thread is meant to make handover clean. If a building's information has been kept as an accurate, up-to-date digital record through its life, then transfer is a matter of passing that record on intact. The new Accountable Person picks up a current account of the building rather than a forensic puzzle.
The reality for many buildings, especially those that predate the regime, is that the thread was never digital and may never have been continuous. The records exist in fragments, across filing cabinets, email accounts and the heads of people who have moved on. Inheriting that is not a disaster, but it is work, and it is better recognised at handover than discovered six months later. We look at how to build a thread for buildings that never had one in the golden thread for buildings that were never digital.
Checking what you actually received
The mistake is to accept a handover pack at face value. A folder labelled fire risk assessment may contain one from four years ago. A set of plans may show a layout two refurbishments out of date. The inheriting owner's first job is to verify, not just receive, and the quickest way to do that is a structured comparison of what was promised against what is current.
| Record | Present | Current | Action if not |
|---|---|---|---|
| Floor and building plans | Check copies exist | Compare to the building today | Re-measure and redraw |
| Fire risk assessment | Confirm one is supplied | Check the date and scope | Commission a fresh FRA |
| Electrical inspection | Find the report | Confirm within five years | Arrange inspection |
| Lift examination | Find the records | Confirm within six months | Arrange LOLER examination |
| Safety case | Confirm it exists | Check it reflects the building | Rebuild and update |
This is dull work, and it is exactly the work that protects the new owner. A handover that has been verified line by line is one you can stand behind; one accepted on trust is a liability that surfaces at the worst moment.
The records that decide the first quarter
The first ninety days of managing a new building are when the inherited information either helps or hurts. With current plans and a verified set of assessments, the new manager can walk the building, confirm what the records say, and move on. Without them, the same period is consumed by surveys and catch-up, while the statutory clock keeps running regardless of who owns the building. We set out that opening stretch in the first 90 days managing a new building.
Making the next handover easier
The owner who inherits a mess has a choice: pass the same mess on, or fix the record so that the next handover is clean. Fixing it means consolidating the fragments into one current account of the building, kept up to date as work happens, so that the golden thread becomes a habit rather than a document assembled for each transfer. That is more work in the first year and far less in every year after.
What a new owner most wants to inherit is a building whose records can be trusted without re-checking. SAMRISK keeps a building's plans, assessments, certificates and safety case together as one record, so a handover transfers a current account rather than a box of paper, and the building plans stay tied to the building they describe. This is general guidance rather than legal advice, and any building's specific obligations should be confirmed against the current rules.
