The Apartment Doctor NEW PROPERTY START-UP CHECKLIST
PROPERTY NAME: PROPERTY NUMBER: RM/DM PROPERTY MANAGER: DATE LIST STARTED: EST. CLUBHOUSE C.O.: EST. 1st BUILDING C.O.:
NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LINE -90 -90 -90 -90 -60 -60 -60 -45 -45 -45 -45 -45 -45 -45 -45 -45 -45 -45 -30 -30 -30 -30 -30 -15 -15 -15
ACCOUNTING/FINANCIAL
STATE SALES TAX INFO STATE LAW RE: SECURITY DEPOSITS STATE LAW RE: TRUST ACCOUNTS COPY OF COMPANY CREDIT REFERENCES LOCATE CLOSEST APPROVED BANK OBTAIN TWO SIGNATURE CARDS & ONE PRTNRSHP RESOLUTION PER ACCOUNT START-UP BUDGET OPEN BANK ACCOUNT BANK ACCT ENDORSEMENT STAMP 3-PART DEPOSIT SLIPS BANK CHECKS CASH RECEIPT BOOKS PROPERTY NUMBER PURCHASE ON-SITE PM SOFTWARE COPY OF SEWER RATES COPY OF ELECTRICITY RATES COPY OF GAS RATES ORDER COMPUTER & PERIPHERAL BUY COMPUTER SUPPLIES COPY OF WATER RATES SET UP PETTY CASH FUND INSTALL "ON-SITE PM PROGRAM SET-UP PROPERTY ON COMPUTER CHART OF ACCOUNTS UTILITY LOGS WASHER/DRYER LOG
START DATE
BY
COMP DATE
NOTES
FORWARD TO HOME OFFICE
CALL PROPERTY ACCTG
CALL PROPERTY ACCTG CALL PROPERTY ACCTG
Page 1 of 7
Last Revision: Jan, 2002 712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
The Apartment Doctor NEW PROPERTY START-UP CHECKLIST
PROPERTY NAME: PROPERTY NUMBER: RM/DM: PROPERTY MANAGER: DATE LIST STARTED: EST. CLUBHOUSE C.O.: EST. 1st BUILDING C.O.:
NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LINE -120 -120 -120 -120 -120 -120 -120 -120 -120 -120 -90 -90 -90 -90 -90 -90 -30 -30 -30 -15
SECTION 42 COMPLIANCE
INFO ON STATE AGENCY CONTACTS ABSTRACT TAX CREDIT APP. STATE COMPLIANCE TRAINING SCHED. COUNTY (MSA) INCOME LIMITS STATE COMPLIANCE MANUAL STATE SECTION 42 FORMS CALCULATE MAXIMUM UNIT RENTS CALCULATE OPENING RENTS CALCULATE INCOME LIMITS ABSTRACT MANAGEMENT PLAN BIN NUMBERS PROPERTY I.D. NUMBER UNIT TYPES: 20/50, 40/60, ETC. UTILITY LETTER PHA/HUD UTILITY ALLOWANCE CREATE THE "PROPERTY BIBLE" ORDER ASSET MANAGER MANUAL SET UP INITIAL COMPLIANCE REPORT ORDER SECTION 42 FORMS MANUAL SECTION 8 OFFICE NOTIFICATION
START DATE
BY
COMP DATE
NOTES
CALL COMPLIANCE DEPT. CALL COMPLIANCE DEPT.
Page 2 of 7
Last Revision: Jan, 2002 712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
The Apartment Doctor NEW PROPERTY START-UP CHECKLIST
PROPERTY NAME: PROPERTY NUMBER: RM/DM: PROPERTY MANAGER: DATE LIST STARTED: EST. CLUBHOUSE C.O.: EST. 1st BUILDING C.O.:
NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LINE -120 -90 -90 -90 -90 -90 -90 -90 -90 -45
LEGAL
COPY OF LANDLORD/TENANT ACT ABSTRACT LL/TT ACT LOCATE LOCAL EVICTION ATTORNEY STATE/LOCAL LAW: BUSINESS LICENSE STATE EMPLOYMENT LAWS HEALTH DEPT. LAWS: POOLS STATE REQ. NOTICES: 3-DAY, ETC. YELLOW PAGES FOR STATE CAPITAL STATE LEASE - APPROVED BY ATTY. FED/STATE POSTERS
START DATE
BY
COMP DATE
NOTES
TIME LINE -120 -90 -90 -90 -90 -90 -90 -90 -60 -60 -60
GENERAL PROPERTY INFO
HANDICAP AND/OR ELDERLY UNITS? MAILING ADDRESS LEGAL DESCRIPTION & ADDRESS FEDERAL ID NUMBER OWNERSHIP LEGAL ENTITY NAME DEVELOPER LEGAL ENTITY NAME POST OFFICE: CONFIRM MAILBOX INFO ESTABLISH UNIT MAILING ADDRESSES UNIT TYPE & SIZE GRID UNIT STYLES: TH, GDN, ETC. CENSUS TRACT I.D. NUMBER
START DATE
BY
COMP DATE
NOTES
Page 3 of 7
Last Revision: Jan, 2002 712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
The Apartment Doctor NEW PROPERTY START-UP CHECKLIST
PROPERTY NAME: PROPERTY NUMBER: RM/DM: PROPERTY MANAGER: DATE LIST STARTED: EST. CLUBHOUSE C.O.: EST. 1st BUILDING C.O.:
NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LINE -120 -120 -120 -120 -120 -60 -60 -60 -60 -60 -60 -60 -60 -60 -60 -45 -45 -45 -45 -45 -45 -45 -45 -45 -45 -45 -45 -30 -30 -30 -30 -30
OPERATIONS- I
PHONE NUMBERS: "XXX-RENT" APPROVE CLUBHOUSE PLAN POOL RULES SIGNS LEASING CENTER SIGNS w/HOURS, ETC. CATV CONTRACT BUY TELEPHONES STAFFING PLAN, INCL. STAFF APT. BONUS PROGRAM LEASING & W/D COMMISSIONS POOL PHONE REQUIREMENTS OFFICE FURNITURE (USED, IF POSS.) TRASH REMOVAL VENDOR SET UP LONG DISTANCE SERVICE KEY BOX & SUPPLIES EMPLOYMENT ADS FOR STAFFING CLUBHOUSE FURNITURE CLUBHOUSE ALARM ALARM MONITORING CO. CABLE TV VENDOR INFO COPY OF SITE LANDSCAPE PLAN FAX PHONE NUMBER ANSWERING SERVICE STATIONARY & BUSINESS CARDS ORDER PROPERTY FORMS ORDER POLICY MANUAL OTHER FORMS CREDIT BUREAU ACCOUNT PAGERS SET UP LOCAL MAINT. ACCOUNTS NOTIFY NATIONAL VENDORS POOL SAFETY EQUIPMENT SODA MACHINE: POOL/CLBHSE
START DATE
BY
COMP DATE
NOTES
Page 4 of 7
Last Revision: Jan, 2002 712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
The Apartment Doctor NEW PROPERTY START-UP CHECKLIST
PROPERTY NAME: PROPERTY NUMBER: RM/DM: PROPERTY MANAGER: DATE LIST STARTED: EST. CLUBHOUSE C.O.: EST. 1st BUILDING C.O.:
NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LINE -30 -30 -30 -15 -15 -15 -15 -15 -15 -15 -15 -15
OPERATIONS-II
COPIER FAX MACHINE OFFICE SUPPLIES LANDSCAPER FIRST AID KIT FIRE EXTINGUISHERS EMERGENCY PHONE LIST MASTER KEYS FOR APTS LIST OF MAJOR CONTRACTORS - WARR. MAINTENANCE UNIFORMS PROBLEMS POSTER SEND 20 PROPERTY BROCHURES TO THE HOME OFFICE
START DATE
BY
COMP DATE
NOTES
Page 5 of 7
Last Revision: Jan, 2002 712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
The Apartment Doctor NEW PROPERTY START-UP CHECKLIST
PROPERTY NAME: PROPERTY NUMBER: RM/DM: PROPERTY MANAGER: DATE LIST STARTED: EST. CLUBHOUSE C.O.: EST. 1st BUILDING C.O.:
NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LINE -120 -90 -90 -90 -90 -90 -90 -90 -90 -90 -90 -90 -90 -60 -60 -60 -60 -60 -60 -60 -60 -60 -60 -60 -45 -45 -45 -30 -30 -30 -30 -30
MARKETING-I
ORDER PROPERTY SIGNAGE COPY AND REVIEW FEASABILITY REPORT PURCHASE DIRECT MAIL LIST BROCHURE DESIGN FLOORPLANS (DISK & HARD COPY) APT. GUIDE INFO MAPS: STATE, CITY, LOCAL STATE & LOCAL APT. ASSOC. INFO CHAMBER OF COMMERCE INFO CVB INFO INFO ON MASS TRANSIT ROUTES/FARES COMMUNITY LOCATOR MAP YELLOW PAGES TO HOME OFFICE FRAMED FLOORPLANS FOR WALLS LOCAL NEWSPAPER MEDIA KIT APT. GUIDE ADS OUTREACH MARKETING PLAN LEASE-UP SCHEDULE & MKTG PLAN SITE PLAN COMMUNITY EMERGENCY INFO INFO ON BUS/TAXI ADV. INFO ON BUS BENCH ADV BILLBOARD ADV. BROCHURE SLICKS NOW LEASING BANNERS LEASING FLAGS NEWSPAPER ADS PRESS RELEASE AD BOOK SELECT MODEL APT MODEL FURNITURE MODEL ACCESSORIES
START DATE
BY
COMP DATE
NOTES
Page 6 of 7
Last Revision: Jan, 2002 712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
The Apartment Doctor NEW PROPERTY START-UP CHECKLIST
PROPERTY NAME: PROPERTY NUMBER: RM/DM: PROPERTY MANAGER: DATE LIST STARTED: EST. CLUBHOUSE C.O.: EST. 1st BUILDING C.O.:
NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LINE -30 -30 -30 -30 -30 -30 -30 -30 -30 -15 -15 LEASE-UP DIAGRAM BY BUILDING PACKAGE FOR S-8 OFFICE LEASING OFFICE PLANTS LEASING OFFICE WALL ART LEASING FORMS (SHEET 2) PRODUCT KNOWLEDGE NOTEBOOKS W/D TENT CARDS W/D LEASING FLYERS BOOTLEG SIGNS FAIR HOUSING POSTER PIN MAP
MARKETING-II
START DATE
BY
COMP DATE
NOTES
Page 7 of 7
Last Revision: Jan, 2002 712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
The Apartment Doctor START-UP FORMS LIST
PROPERTY NAME: PROPERTY MANAGER: START DATE: FIRST C.O. DATE:
FORMS NEEDED
Last Rev: AD BOOK FORMS LEASE APPLICATION APPROVED STATE LEASE CASH RECEIPT BOOKS CHART OF ACCOUNTS CHECK REQUESTS CHECKS COMP SHOP FORMS CONTRACT COMPARISON GRID DEPOSIT SLIPS (3-PART) EMPLOYEE HANDBOOK EMPLOYMENT APPLICATIONS FAIR HOUSING POSTER FED & STATE LAWS POSTER INVOICE CODING ORANGE SLIPS MAINTENANCE TEST MARKETING PLAN FORM MGMT CO. POLICY MANUAL MGMT CO. PROPERTY LIST MILEAGE SHEETS MOVE-IN/MOVE-OUT CHECKLISTS NEW HIRE PACKAGES O/T SHEETS OCCUPANCY GUIDELINES OTHER LEASE ADDENDA'S PETTY CASH FUND FORMS
SOURCE
HOME OFFICE FORMS VENDOR LOCAL ATTY. HOME OFFICE HOME OFFICE FORMS VENDOR BANK FORMS VENDOR FORMS VENDOR BANK HOME OFFICE FORMS VENDOR FORMS VENDOR G. NEIL HOME OFFICE HOME OFFICE HOME OFFICE FORMS VENDOR HOME OFFICE HOME OFFICE FORMS VENDOR HOME OFFICE HOME OFFICE HOME OFFICE HOME OFFICE FORMS VENDOR
DATE ORDERED
ORDERED BY
DATE RECD.
712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
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The Apartment Doctor START-UP FORMS LIST
PROPERTY NAME: PROPERTY MANAGER: START DATE: FIRST C.O. DATE:
FORMS NEEDED-II
Last Rev:
SOURCE
DATE ORDERED
ORDERED BY
DATE RECD.
POOL RULES PRESS RELEASE TEMPLATE PROBLEMS POSTER PRODUCT KNOWLEDGE NOTEBOOKS PROPERTY LEASING INFO SHEET PURCHASE ORDERS RATE YOUR MAINTENANCE CARDS RENTAL POLICY QUALIFYING PROCEDURES RULES & REGS SERVICE REQUESTS SERVICE REQUEST LOG SERVICE REQUEST PEGBOARD SERVICE REQUEST SUMMARY STATE COMPLIANCE MANUAL STATUS CHANGE FORM (PERSONNEL) ASSET MANAGER POLICY MANUAL ASSET MANAGER REPORT FORMS S-42 VERIFICATION FORMS-STATE S-42 VERIFICATION FORMS -MGMT CO TIME CARD SUMMARY SHEETS TIME CARDS WATER/SEWER UTILITY LOGS ELECTRICITY UTILITY LOGS VARIANCE REPORT FORM WASHER/DRYER LOG WELCOME CARDS
FORMS VENDOR HOME OFFICE HOME OFFICE FORMS VENDOR HOME OFFICE FORMS VENDOR FORMS VENDOR HOME OFFICE FORMS VENDOR FORMS VENDOR FORMS VENDOR FORMS VENDOR FORMS VENDOR STATE HSG OFFICE FORMS VENDOR HOME OFFICE HOME OFFICE STATE HSG OFFICE FORMS VENDOR FORMS VENDOR FORMS VENDOR HOME OFFICE FORMS VENDOR HOME OFFICE HOME OFFICE FORMS VENDOR
712bdae9-6f17-4dfb-ac66-ae84e08ba637.xls
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