Community: Employee Name: Address: Year Built: County: Total # of Apartments: # of Buildings: # of Units per Building:

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Cordelia Golden
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Community and Company Information Community: Employee Name: Address: Year Built: County: Total # of Apartments: # of Buildings: # of Units per Building: Type of Construction: Type of Community:

1 Community and Company Information Community: Employee Name: Address: Year Built: County: Total # of Apartments: # of Buildings: # of Units per Building: Type of Construction: Type of Community: Telephone # 1: Telephone # 2: Telephone # 3: Fax #: Address: Website: Office Hours: Monday-Friday Saturday Sunday Community Personnel (please list): Property Manager: Phone: Assit. Manager: Phone: Leasing: Leasing: Leasing: Phone: Phone: Phone: Office (other): Maintenance Supervisor: Phone: Maint. (other): Regional Manager: Phone: Your Direct Supervisor: Security Company: Phone: Answering Service: Phone: Page 1 of 12

2 Management Company: Owner/Developer: Corp. Office Address/Phone: Senior Vice President: Phone: Regional Office Address/Phone: Other Communities in the Local Area: Community Phone Number Address Apartment Features (Walk Vacant Units and Model) List Model Location(s) at this Community: Collect a Floor Plan for each Apartment Type at your Community: Unit Type Sq. Ft. # of Units Current Market Rent Patio/ Balconies: Yes (or) No Rules: Wall Finish/Colors: Floor Coverings: Cabinetry (color and style): Countertops: Window Coverings Furnished Yes (or) No If so, what kind? Pantry Yes (or) No Linen Closet(s) Yes (or) No Walk-in Closet(s) Yes (or) No Ceiling Fan(s) Yes (or) No Breakfast Bar Yes (or) No Other Unique Interior Features: Page 2 of 12

3 Safety Features: Alarm System Yes (or) No Peep Hole Yes (or) No Fire Extinguisher Yes (or) No Smoke Detectors Yes (or) No Fire Sprinklers Yes (or) No Sound Insulation Yes (or) No Door Locks (type): Type of Windows: Handicap Accessible Units (Describe Features and List Unit # s): Are Units Handicapped Adaptable: Yes (or) No Appliances Heating and Air Conditioning: Size/Type of Hot Water Heater: Appliance Brand/Features/Color: Refrigerator: Range: Dishwasher: Microwave: Disposal: Washer/Dryer Size (Connections or Included): Rental Cost: Page 3 of 12

4 Utilities (Review Moonbeam Information) Cable/Satellite Provider: Phone: Average Monthly Charge: Locations of Outlets in the Unit: Telephone Provider: Phone: Average Monthly Charge: Locations of Outlets in the Unit: Internet Provider: Phone: Average Monthly Charge: Locations of Outlets in the Unit: Resident Paid Company Contact Information Electric Gas Water / Sewer Pest Control Trash Collection Other Average Utility Costs: Electric Gas Water/Sewer Other 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom Page 4 of 12

5 Amenities (Review Site Map, Walk the Property and Review Rules) Clubhouse Yes (or) No Hours Open: Club Room Yes (or) No Hours Open: Library Yes (or) No # of Books: Activity Room Yes (or) No Hours Open: List Items in Room: Business Center: Yes (or) No # of Computers: Other Equipment: Hours Open: Fitness Center Yes (or) No Hours Open: List Equipment: Laundry Center Yes (or) No Cost to Wash/Dry: # of Dryers: # of Washers: Hours Open: Pool Yes (or) No Hours Open: Kiddie Pool Yes (or) No Playground/Tot Lot: Yes (or) No # of Locations: Care Care Center Yes (or) No Type of Equip.: Picnic Area Yes (or) No Grill Area Yes (or) No Sand Volleyball Yes (or) No Mail Boxes Yes (or) No Extra Storage Yes (or) No Cost: Other Amenities: Carports/Garage(s) Yes (or) No Cost: Outdoor Parking: Yes (or) No Cost: Assigned Spaces: Yes (or) No #/Unit: Guest Parking: Street Parking: Are Recreational Vehicles Allowed (boats, motor homes): Yes (or) No Are Motorcycles Allowed: Yes (or) No Are Commercial Vans/Trucks Allowed: Yes (or) No Parking Policy: Page 5 of 12

6 Current Fees / Deposits / Rents (Subject to Change) Application Fee (Per Person or Per Household over Age 18): Holding Fee: Security Deposit: Pet Fee / Deposit: Monthly Pet Rent: Weight Limit / Breed Restrictions: Types of Payment Accepted for Fees/ Deposits: List Fees/Deposits that are Refundable: Nearest Place to Purchase Money Order: Other Fees/Deposits: % of Market Rate Units: % of Tax Credit Units: Set Asides (# of Units at each Income %): List Income Guidelines per Household/Unit Size: 1: 2: 3: 4: 5: 6: 7: 8: List Minimum Income/Unit Size: 1 Bedroom: 2 Bedroom: 3 Bedroom: 4 Bedroom: Page 6 of 12

7 Current Rental Rates: Max Rent Utility Allowance Net Rent/Market Rent 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom Current Specials: Application Processing (Review Selection Criteria and Application) Average Length of Time to Process an Application through Approval: Compliance Manager: /Phone: Minimum Age Required to Apply for an Apartment: Documentation Needed with Application: Photo ID: Yes (or) No Explain: Social Security Card: Yes (or) No Explain: Birth Certificate: Yes (or) No Explain: Credit/Criminal Check - Summarize Screening Policy and OneSite Procedures Verification Paperwork (List Forms Needed for all Applicants): Page 7 of 12

8 Leasing Information (Review Lease) Lease Terms: Late Rent Fee: Day Rent is Late: NSF Fee: Early Termination Clause in Lease: Yes (or) No If so, List Guidelines: Average Renewal Increase/Year: Renewals Begin: Month New Income Guidelines/Rents are Issued: Occupancy Guidelines (Maximum # of Residents that can Occupy a Unit): 1 Bedroom 2 Bedroom 3 Bedroom 4 Bedroom Are Residents able to Transfer Apartments during or at the End of their Lease: Yes (or) No List Policy: May Residents Paint or Wallpaper their Apartment: Yes (or) No Guidelines: May Residents add Fans or Light Fixtures? Yes (or) No Guidelines: Does Maintenance Change Light Bulbs in Apartments: Yes (or) No Does Maintenance Change Air Filters in Apartments: Yes (or) No If so, How Often: Does Maintenance Test Smoke Detectors in Apartments: Yes (or) No If so, How Often: Page 8 of 12

9 Does Maintenance Perform Routine Inspections: Yes (or) No If so, How Often: May Residents Change their Locks: Yes (or) No May Deadbolt Locks or Chain Locks be Added: Yes (or) No 24-hour Emergency Maintenance: Yes (or) No Does Maintenance Supervisor Live On-site: Yes (or) No Emergency Maintenance Number: What is a Maintenance Emergency: Is Renter s Insurance Required: Yes (or) No Services Furnished Apartments Available: Yes (or) No Packages Accepted: Yes (or) No Items Available for Residents to Borrow: Educational Programs Offered: Social Functions Provided: Additional Resident Services Offered: Page 9 of 12

10 Marketing Resident Referral Bonus: Yes (or) No List Guidelines: Realtor / Locator Commission: Yes (or) No Amount: Merchant Referral Bonus: Yes (or) No Amount: Chamber of Commerce Member: Yes (or) No List Top Ten Marketing Sources being Used: Primary Competitors (Shop the Competition): Community Name Phone # Address Preferred Employer Program: Yes (or) No If so, List Incentives Offered: List Major Employers in the Area: Page 10 of 12

11 Neighborhood Information Is Public Transportation Available: Yes (or) No Where is the Closest Bus Stop: Bus Taxi Train Subway Cost Contact Information Schools Name Contact # Address Day Care: Elementary: Middle School: High School: Colleges: List Name and Location of: Nearest Supermarket: Nearest Convenience Store: Nearest Shopping Centers: Nearest Public Park: Page 11 of 12

12 Nearest 24-hour pharmacy: Nearest Hospital: Nearest Banks: Nearest Restaurants: List Names of Delivery Restaurants: Nearest Police Station: Nearest Storage Facility: Nearest Post Office: Distance from Downtown: Distance to Beach: Distance to Airport: Local DMV Office: Local Library Voting Precinct: Chamber of Commerce: Community Knowledge Work Sheet Completed Satisfactorily: Employee Signature/Date Manager Signature/Date Regional Manager Signature/Date FRM.ADM.007 Community Knowledge Worksheet Rev 0 Effective Date: 09/02/2008 Revision Date: 09/02/2008 For Additional Information, Contact: Heather Kattelman Page 12 of 12

OWNER INFORMATION. Advertisement. Other Realtor. Referral Who can we thank for referring you? (If any) Current Tenant Information (If applicable)

OWNER INFORMATION. Advertisement. Other Realtor. Referral Who can we thank for referring you? (If any) Current Tenant Information (If applicable) OWNER INFORMATION Owner(s) Name(s): Street Address: City, State, Zip: Email Address: Other Email: Work Phone #: Home Phone #: Cellphone #: Date of Birth: Banking Information for Payment (Owner Draws):