The Apartment Doctor NEW PROPERTY START-UP CHECKLIST PROPERTY NAME: DATE LIST STARTED: PROPERTY NUMBER: EST. CLUBHOUSE C.O.: RM/DM EST. 1st BUILDING C.O.: PROPERTY MANAGER: NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME ACCOUNTING/FINANCIAL START BY COMP NOTES LINE DATE DATE -90 STATE SALES TAX INFO -90 STATE LAW RE: SECURITY DEPOSITS -90 STATE LAW RE: TRUST ACCOUNTS -90 COPY OF COMPANY CREDIT REFERENCES -60 LOCATE CLOSEST APPROVED BANK -60 OBTAIN TWO SIGNATURE CARDS & ONE FORWARD TO HOME PRTNRSHP RESOLUTION PER ACCOUNT OFFICE -60 START-UP BUDGET -45 OPEN BANK ACCOUNT -45 BANK ACCT ENDORSEMENT STAMP CALL PROPERTY ACCTG -45 3-PART DEPOSIT SLIPS -45 BANK CHECKS -45 CASH RECEIPT BOOKS -45 PROPERTY NUMBER CALL PROPERTY ACCTG -45 PURCHASE ON-SITE PM SOFTWARE CALL PROPERTY ACCTG -45 COPY OF SEWER RATES -45 COPY OF ELECTRICITY RATES -45 COPY OF GAS RATES -45 ORDER COMPUTER & PERIPHERAL -30 BUY COMPUTER SUPPLIES -30 COPY OF WATER RATES -30 SET UP PETTY CASH FUND -30 INSTALL "ON-SITE PM PROGRAM -30 SET-UP PROPERTY ON COMPUTER -15 CHART OF ACCOUNTS -15 UTILITY LOGS -15 WASHER/DRYER LOG Last Revision: Jan, 2002 Page 1 of 7 $ASQProperty Startup Checklist.xlsThe Apartment Doctor NEW PROPERTY START-UP CHECKLIST PROPERTY NAME: DATE LIST STARTED: PROPERTY NUMBER: EST. CLUBHOUSE C.O.: RM/DM: EST. 1st BUILDING C.O.: PROPERTY MANAGER: NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME SECTION 42 COMPLIANCE START BY COMP NOTES LINE DATE DATE -120 INFO ON STATE AGENCY CONTACTS -120 ABSTRACT TAX CREDIT APP. -120 STATE COMPLIANCE TRAINING SCHED. -120 COUNTY (MSA) INCOME LIMITS -120 STATE COMPLIANCE MANUAL -120 STATE SECTION 42 FORMS -120 CALCULATE MAXIMUM UNIT RENTS -120 CALCULATE OPENING RENTS -120 CALCULATE INCOME LIMITS -120 ABSTRACT MANAGEMENT PLAN -90 BIN NUMBERS CALL COMPLIANCE DEPT. -90 PROPERTY I.D. NUMBER CALL COMPLIANCE DEPT. -90 UNIT TYPES: 20/50, 40/60, ETC. -90 UTILITY LETTER -90 PHA/HUD UTILITY ALLOWANCE -90 CREATE THE "PROPERTY BIBLE" -30 ORDER ASSET MANAGER MANUAL -30 SET UP INITIAL COMPLIANCE REPORT -30 ORDER SECTION 42 FORMS MANUAL -15 SECTION 8 OFFICE NOTIFICATION Last Revision: Jan, 2002 Page 2 of 7 $ASQProperty Startup Checklist.xlsThe Apartment Doctor NEW PROPERTY START-UP CHECKLIST PROPERTY NAME: DATE LIST STARTED: PROPERTY NUMBER: EST. CLUBHOUSE C.O.: RM/DM: EST. 1st BUILDING C.O.: PROPERTY MANAGER: NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME LEGAL START BY COMP NOTES LINE DATE DATE -120 COPY OF LANDLORD/TENANT ACT -90 ABSTRACT LL/TT ACT -90 LOCATE LOCAL EVICTION ATTORNEY -90 STATE/LOCAL LAW: BUSINESS LICENSE -90 STATE EMPLOYMENT LAWS -90 HEALTH DEPT. LAWS: POOLS -90 STATE REQ. NOTICES: 3-DAY, ETC. -90 YELLOW PAGES FOR STATE CAPITAL -90 STATE LEASE -APPROVED BY ATTY. -45 FED/STATE POSTERS TIME GENERAL PROPERTY INFO START BY COMP NOTES LINE DATE DATE -120 HANDICAP AND/OR ELDERLY UNITS? -90 MAILING ADDRESS -90 LEGAL DESCRIPTION & ADDRESS -90 FEDERAL ID NUMBER -90 OWNERSHIP LEGAL ENTITY NAME -90 DEVELOPER LEGAL ENTITY NAME -90 POST OFFICE: CONFIRM MAILBOX INFO -90 ESTABLISH UNIT MAILING ADDRESSES -60 UNIT TYPE & SIZE GRID -60 UNIT STYLES: TH, GDN, ETC. -60 CENSUS TRACT I.D. NUMBER Last Revision: Jan, 2002 Page 3 of 7 $ASQProperty Startup Checklist.xlsThe Apartment Doctor NEW PROPERTY START-UP CHECKLIST PROPERTY NAME: DATE LIST STARTED: PROPERTY NUMBER: EST. CLUBHOUSE C.O.: RM/DM: EST. 1st BUILDING C.O.: PROPERTY MANAGER: NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME OPERATIONS-I START BY COMP NOTES LINE DATE DATE -120 PHONE NUMBERS: "XXX-RENT" -120 APPROVE CLUBHOUSE PLAN -120 POOL RULES SIGNS -120 LEASING CENTER SIGNS w/HOURS, ETC. -120 CATV CONTRACT -60 BUY TELEPHONES -60 STAFFING PLAN, INCL. STAFF APT. -60 BONUS PROGRAM -60 LEASING & W/D COMMISSIONS -60 POOL PHONE REQUIREMENTS -60 OFFICE FURNITURE (USED, IF POSS.) -60 TRASH REMOVAL VENDOR -60 SET UP LONG DISTANCE SERVICE -60 KEY BOX & SUPPLIES -60 EMPLOYMENT ADS FOR STAFFING -45 CLUBHOUSE FURNITURE -45 CLUBHOUSE ALARM -45 ALARM MONITORING CO. -45 CABLE TV VENDOR INFO -45 COPY OF SITE LANDSCAPE PLAN -45 FAX PHONE NUMBER -45 ANSWERING SERVICE -45 STATIONARY & BUSINESS CARDS -45 ORDER PROPERTY FORMS -45 ORDER POLICY MANUAL -45 OTHER FORMS -45 CREDIT BUREAU ACCOUNT -30 PAGERS -30 SET UP LOCAL MAINT. ACCOUNTS -30 NOTIFY NATIONAL VENDORS -30 POOL SAFETY EQUIPMENT -30 SODA MACHINE: POOL/CLBHSE Last Revision: Jan, 2002 Page 4 of 7 $ASQProperty Startup Checklist.xlsThe Apartment Doctor NEW PROPERTY START-UP CHECKLIST PROPERTY NAME: DATE LIST STARTED: PROPERTY NUMBER: EST. CLUBHOUSE C.O.: RM/DM: EST. 1st BUILDING C.O.: PROPERTY MANAGER: NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME OPERATIONS-II START BY COMP NOTES LINE DATE DATE -30 COPIER -30 FAX MACHINE -30 OFFICE SUPPLIES -15 LANDSCAPER -15 FIRST AID KIT -15 FIRE EXTINGUISHERS -15 EMERGENCY PHONE LIST -15 MASTER KEYS FOR APTS -15 LIST OF MAJOR CONTRACTORS -WARR. -15 MAINTENANCE UNIFORMS -15 PROBLEMS POSTER -15 SEND 20 PROPERTY BROCHURES TO THE HOME OFFICE Last Revision: Jan, 2002 Page 5 of 7 $ASQProperty Startup Checklist.xlsThe Apartment Doctor NEW PROPERTY START-UP CHECKLIST PROPERTY NAME: DATE LIST STARTED: PROPERTY NUMBER: EST. CLUBHOUSE C.O.: RM/DM: EST. 1st BUILDING C.O.: PROPERTY MANAGER: NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME MARKETING-I START BY COMP NOTES LINE DATE DATE -120 ORDER PROPERTY SIGNAGE -90 COPY AND REVIEW FEASABILITY REPORT -90 PURCHASE DIRECT MAIL LIST -90 BROCHURE DESIGN -90 FLOORPLANS (DISK & HARD COPY) -90 APT. GUIDE INFO -90 MAPS: STATE, CITY, LOCAL -90 STATE & LOCAL APT. ASSOC. INFO -90 CHAMBER OF COMMERCE INFO -90 CVB INFO -90 INFO ON MASS TRANSIT ROUTES/FARES -90 COMMUNITY LOCATOR MAP -90 YELLOW PAGES TO HOME OFFICE -60 FRAMED FLOORPLANS FOR WALLS -60 LOCAL NEWSPAPER MEDIA KIT -60 APT. GUIDE ADS -60 OUTREACH MARKETING PLAN -60 LEASE-UP SCHEDULE & MKTG PLAN -60 SITE PLAN -60 COMMUNITY EMERGENCY INFO -60 INFO ON BUS/TAXI ADV. -60 INFO ON BUS BENCH ADV -60 BILLBOARD ADV. -60 BROCHURE SLICKS -45 NOW LEASING BANNERS -45 LEASING FLAGS -45 NEWSPAPER ADS -30 PRESS RELEASE -30 AD BOOK -30 SELECT MODEL APT -30 MODEL FURNITURE -30 MODEL ACCESSORIES Last Revision: Jan, 2002 Page 6 of 7 $ASQProperty Startup Checklist.xlsThe Apartment Doctor NEW PROPERTY START-UP CHECKLIST PROPERTY NAME: DATE LIST STARTED: PROPERTY NUMBER: EST. CLUBHOUSE C.O.: RM/DM: EST. 1st BUILDING C.O.: PROPERTY MANAGER: NOTE: TIMELINE IS CALCULATED FROM CLUBHOUSE OR FIRST BUILDING C.O. DATE WHICHEVER COMES FIRST. TIME MARKETING-II START BY COMP NOTES LINE DATE DATE -30 LEASE-UP DIAGRAM BY BUILDING -30 PACKAGE FOR S-8 OFFICE -30 LEASING OFFICE PLANTS -30 LEASING OFFICE WALL ART -30 LEASING FORMS (SHEET 2) -30 PRODUCT KNOWLEDGE NOTEBOOKS -30 W/D TENT CARDS -30 W/D LEASING FLYERS -30 BOOTLEG SIGNS -15 FAIR HOUSING POSTER -15 PIN MAP Last Revision: Jan, 2002 Page 7 of 7 $ASQProperty Startup Checklist.xlsThe Apartment Doctor START-UP FORMS LIST PROPERTY NAME: START DATE: PROPERTY MANAGER: FIRST C.O. DATE: FORMS NEEDED SOURCE DATE ORDERED DATE Last Rev: ORDERED BY RECD. AD BOOK FORMS HOME OFFICE LEASE APPLICATION FORMS VENDOR APPROVED STATE LEASE LOCAL ATTY. CASH RECEIPT BOOKS HOME OFFICE CHART OF ACCOUNTS HOME OFFICE CHECK REQUESTS FORMS VENDOR CHECKS BANK COMP SHOP FORMS FORMS VENDOR CONTRACT COMPARISON GRID FORMS VENDOR DEPOSIT SLIPS (3-PART) BANK EMPLOYEE HANDBOOK HOME OFFICE EMPLOYMENT APPLICATIONS FORMS VENDOR FAIR HOUSING POSTER FORMS VENDOR FED & STATE LAWS POSTER G. NEIL INVOICE CODING ORANGE SLIPS HOME OFFICE MAINTENANCE TEST HOME OFFICE MARKETING PLAN FORM HOME OFFICE MGMT CO. POLICY MANUAL FORMS VENDOR MGMT CO. PROPERTY LIST HOME OFFICE MILEAGE SHEETS HOME OFFICE MOVE-IN/MOVE-OUT CHECKLISTS FORMS VENDOR NEW HIRE PACKAGES HOME OFFICE O/T SHEETS HOME OFFICE OCCUPANCY GUIDELINES HOME OFFICE OTHER LEASE ADDENDA'S HOME OFFICE PETTY CASH FUND FORMS FORMS VENDOR $ASQProperty Startup Checklist.xls Page 8 of 2 1/30/2008The Apartment Doctor START-UP FORMS LIST PROPERTY NAME: START DATE: PROPERTY MANAGER: FIRST C.O. DATE: FORMS NEEDED-II SOURCE DATE ORDERED DATE Last Rev: ORDERED BY RECD. POOL RULES FORMS VENDOR PRESS RELEASE TEMPLATE HOME OFFICE PROBLEMS POSTER HOME OFFICE PRODUCT KNOWLEDGE NOTEBOOKS FORMS VENDOR PROPERTY LEASING INFO SHEET HOME OFFICE PURCHASE ORDERS FORMS VENDOR RATE YOUR MAINTENANCE CARDS FORMS VENDOR RENTAL POLICY QUALIFYING PROCEDURES HOME OFFICE RULES & REGS FORMS VENDOR SERVICE REQUESTS FORMS VENDOR SERVICE REQUEST LOG FORMS VENDOR SERVICE REQUEST PEGBOARD FORMS VENDOR SERVICE REQUEST SUMMARY FORMS VENDOR STATE COMPLIANCE MANUAL STATE HSG OFFICE STATUS CHANGE FORM (PERSONNEL) FORMS VENDOR ASSET MANAGER POLICY MANUAL HOME OFFICE ASSET MANAGER REPORT FORMS HOME OFFICE S-42 VERIFICATION FORMS-STATE STATE HSG OFFICE S-42 VERIFICATION FORMS -MGMT CO FORMS VENDOR TIME CARD SUMMARY SHEETS FORMS VENDOR TIME CARDS FORMS VENDOR WATER/SEWER UTILITY LOGS HOME OFFICE ELECTRICITY UTILITY LOGS FORMS VENDOR VARIANCE REPORT FORM HOME OFFICE WASHER/DRYER LOG HOME OFFICE WELCOME CARDS FORMS VENDOR $ASQProperty Startup Checklist.xls Page 9 of 2 1/30/2008