CLIENT PROJECT COMPLETION & HANDOVER FORM
Un Negocio Local™
Project Completion & Handover Record
Completion Record No.: [INSERT NUMBER]
Date: [INSERT DATE]
This Client Project Completion & Handover Form (“Completion Form”) documents the completion, delivery, and handover of the Services and deliverables identified in the applicable project documentation.
1. PROJECT INFORMATION
Client Legal Name:
[CLIENT LEGAL NAME]
Business Name:
[BUSINESS NAME]
Project Name:
[PROJECT NAME]
Project ID:
[PROJECT ID]
Master Service Agreement Date:
[DATE]
Statement of Work Date:
[DATE]
Change Order(s), If Applicable:
[NUMBER(S)]
2. PROJECT STATUS
Current Project Status:
[ ] COMPLETED
[ ] SUBSTANTIALLY COMPLETED
[ ] COMPLETED WITH OUTSTANDING ITEMS
[ ] PAUSED
[ ] TERMINATED
Completion Date:
[DATE]
3. SERVICES COMPLETED
The following Services were performed under the applicable project agreement:
[SERVICE]
[SERVICE]
[SERVICE]
[SERVICE]
[SERVICE]
4. DELIVERABLES COMPLETED
The following deliverables were provided to the Client:
[DELIVERABLE]
[DELIVERABLE]
[DELIVERABLE]
[DELIVERABLE]
[DELIVERABLE]
Additional deliverables:
[INSERT]
5. FINAL VERSION INFORMATION
Final Deliverable Version:
[VERSION]
Final Delivery Date:
[DATE]
Delivery Method:
[EMAIL / CLOUD / WEBSITE / PROJECT PLATFORM / OTHER]
Final Preview or Website URL:
[URL]
6. CLIENT APPROVAL
The Client confirms that the applicable final deliverables have been made available for review.
Final Client Decision:
[ ] APPROVED
[ ] APPROVED WITH MINOR OUTSTANDING ITEMS
[ ] ACCEPTED AS SUBSTANTIALLY COMPLETE
[ ] NOT YET APPROVED
7. OUTSTANDING ITEMS
If any items remain outstanding, identify them below:
[ITEM]
[ITEM]
[ITEM]
If none:
No outstanding items.
8. OUTSTANDING ITEMS PLAN
If outstanding items exist:
Responsible Party:
[CLIENT / PROVIDER / THIRD PARTY]
Expected Resolution:
[DESCRIPTION]
Target Date:
[DATE]
Outstanding items do not automatically expand the original project scope.
9. CLIENT FILES DELIVERED
The following files were provided to the Client:
[ ] Website Files
[ ] Graphics
[ ] Logo Files
[ ] Source Files
[ ] Documents
[ ] Images
[ ] Videos
[ ] Marketing Materials
[ ] Content Files
[ ] Other
File Delivery Location:
[LOCATION / PLATFORM]
10. ACCOUNT AND ACCESS HANDOVER
Where applicable, the following accounts or access information were transferred, configured, or returned:
[ ] Domain
[ ] Hosting
[ ] WordPress
[ ] Google Business Profile
[ ] Google Analytics
[ ] Google Search Console
[ ] Social Media
[ ] Email Marketing
[ ] Advertising Accounts
[ ] Other
The Provider should not retain unnecessary credentials after completion when retention is not required for an ongoing authorized Service.
11. SECURITY AND CREDENTIALS
For security purposes, passwords and sensitive credentials should not be recorded directly in this document.
Where access credentials have been transferred, the Client should change passwords when appropriate and maintain independent control of its accounts.
12. DOMAIN HANDOVER
If applicable:
Domain:
[DOMAIN]
Registrar:
[REGISTRAR]
Account Owner:
[CLIENT / OTHER]
Renewal Responsibility:
[CLIENT / PROVIDER]
13. HOSTING HANDOVER
If applicable:
Hosting Provider:
[PROVIDER]
Account Owner:
[CLIENT / OTHER]
Hosting Term:
[TERM]
Renewal Responsibility:
[CLIENT / PROVIDER]
14. WEBSITE ADMINISTRATIVE ACCESS
If applicable:
Website Platform:
[WORDPRESS / OTHER]
Administrator Account:
[ACCOUNT / EMAIL]
Client Administrative Access Provided:
[YES / NO]
Date Provided:
[DATE]
15. THIRD-PARTY SERVICES
The completed project may depend on third-party Services.
The Client acknowledges that third-party accounts, subscriptions, licenses, APIs, plugins, hosting, domains, advertising platforms, and other Services may require independent management and renewal.
Third-Party Services Used:
[SERVICE]
[SERVICE]
[SERVICE]
[SERVICE]
16. THIRD-PARTY RENEWALS
The Client understands that applicable third-party Services may have renewal dates and fees.
Unless expressly included in an ongoing Service agreement, the Client is responsible for monitoring and maintaining its third-party accounts.
17. TRAINING OR INSTRUCTIONS
If training was included:
Training Provided:
[YES / NO]
Training Date(s):
[DATE]
Training Method:
[VIDEO / ZOOM / DOCUMENTATION / OTHER]
Training Materials Provided:
[DESCRIPTION]
18. CLIENT RESPONSIBILITIES AFTER HANDOVER
Following completion, the Client is generally responsible for maintaining:
Account access.
Domain registration.
Hosting.
Third-party subscriptions.
Website content.
Business information.
Passwords.
Security practices.
Renewals.
Backups, unless otherwise agreed.
Legal and regulatory compliance.
Ongoing maintenance or support requires separate authorization unless included in an active Service agreement.
19. WEBSITE MAINTENANCE
Ongoing Maintenance Included:
[ ] YES
[ ] NO
If yes:
Maintenance Plan:
[PLAN]
Term:
[TERM]
If no, the Client understands that future maintenance may require a separate agreement.
20. WARRANTY OR CORRECTION PERIOD
If a specific correction or warranty period applies:
Correction Period:
[NUMBER] DAYS
Beginning Date:
[DATE]
Ending Date:
[DATE]
This section does not create a warranty unless a warranty is expressly provided in the applicable agreement.
21. POST-COMPLETION SUPPORT
Included Support Period:
[PERIOD]
Support Included:
[DESCRIPTION]
Support outside the included period or scope may require additional fees.
22. PROJECT BALANCE
Original Project Fee:
$[AMOUNT]
Approved Change Orders:
$[AMOUNT]
Total Project Amount:
$[AMOUNT]
Amount Paid:
$[AMOUNT]
Outstanding Balance:
$[AMOUNT]
23. FINAL PAYMENT
Final Payment Due:
[DATE]
Payment Status:
[ ] PAID IN FULL
[ ] PARTIALLY PAID
[ ] OUTSTANDING
[ ] PAYMENT PLAN
Completion or handover does not automatically waive outstanding payment obligations.
24. INTELLECTUAL PROPERTY HANDOVER
Where ownership or licensing rights are transferred upon payment or completion, the applicable rights are governed by the Master Service Agreement, SOW, and any applicable Change Order.
The Client understands that Provider-owned:
Templates.
Frameworks.
Processes.
Reusable code.
Systems.
Methodologies.
General know-how.
may remain the property of the Provider unless expressly transferred in writing.
Third-party materials remain subject to their applicable licenses.
25. CLIENT-PROVIDED MATERIALS
Client-provided materials remain subject to the Client’s ownership and applicable rights.
The Client is responsible for maintaining appropriate records of ownership, licenses, and permissions for materials it provides.
26. PORTFOLIO USE
If permitted under the applicable agreement:
Portfolio Use:
[AUTHORIZED / NOT AUTHORIZED]
Restrictions:
[INSERT]
27. FINAL CLIENT RESPONSIBILITIES
The Client acknowledges responsibility for reviewing final business information, including where applicable:
Contact information.
Phone numbers.
Email addresses.
Business hours.
Pricing.
Services.
Addresses.
Product information.
Claims.
Legal notices.
Regulatory disclosures.
28. FINAL CLIENT REVIEW
The Client confirms that it has had a reasonable opportunity to review the completed project.
Client Comments:
[INSERT]
29. PROJECT COMPLETION ACKNOWLEDGMENT
By approving this Completion Form, the Client acknowledges that the project has reached the completion stage described above, subject to any outstanding items specifically identified in this document.
30. NO GUARANTEE OF BUSINESS RESULTS
Completion of the project confirms delivery of the agreed Services and deliverables.
It does not guarantee:
Sales.
Revenue.
Leads.
Search rankings.
Website traffic.
Advertising performance.
Social media growth.
Customer acquisition.
Business growth.
Financial results.
31. CLIENT ACCEPTANCE
Client Authorized Representative:
Name: ______________________________
Title: _______________________________
Email: ______________________________
Signature: ____________________________
Date: ________________________________
32. PROVIDER CONFIRMATION
Un Negocio Local™
Authorized Representative:
Name: ______________________________
Title: _______________________________
Signature: ____________________________
Date: ________________________________
33. ELECTRONIC ACCEPTANCE
Where permitted by applicable law, the Client may accept this Completion Form through:
Electronic signature.
Email confirmation.
Online approval.
Project management platform.
Checkbox confirmation.
Other documented electronic authorization.
Electronic acceptance may have the same effect as a handwritten signature to the extent permitted by applicable law.
34. PROJECT RECORD
Project Closed By:
[NAME]
Date Closed:
[DATE]
Final Project Status:
[STATUS]
Files Archived:
[YES / NO]
Final Invoice Issued:
[YES / NO]
Final Payment Received:
[YES / NO]
Ongoing Service Required:
[YES / NO]
35. RELATED DOCUMENTS
This Completion Form should be read together with the applicable:
Master Service Agreement.
Statement of Work.
Change Order(s).
Client Intake & Project Authorization Form.
Client Deliverable Approval & Acceptance Form.
Proposal.
Quote.
Invoice.
Terms & Conditions.
Refund, Cancellation & Returns Policy.
Other applicable project documentation.
36. FINAL HANDOVER CHECKLIST
[ ] Final deliverables delivered.
[ ] Client approval received.
[ ] Required revisions completed.
[ ] Files delivered.
[ ] Website access provided.
[ ] Domain information confirmed.
[ ] Hosting information confirmed.
[ ] Third-party accounts reviewed.
[ ] Training completed, if applicable.
[ ] Outstanding items documented.
[ ] Final invoice issued.
[ ] Final payment received.
[ ] Project record archived.
[ ] Ongoing Services established, if applicable.
37. FINAL ACKNOWLEDGMENT
The purpose of this Completion & Handover Form is to create a clear record of the project’s final status, deliverables, approvals, access, files, payments, and remaining responsibilities.
Nothing in this Form is intended to eliminate or restrict rights that cannot legally be waived.
Un Negocio Local™
Client Project Completion & Handover Form
Last Updated: August 31, 2026