69 Carr Street Rental - Implementation Checklist

Your step-by-step action plan

PHASE 1: SCHEME APPROVAL (CRITICAL - DO FIRST)

[ ] Contact SRO this week
Phone: 13 21 61
Have ready: Property address, proposed rent ($632/week), lease term (6 months)
Ask: "I own 69 Carr Street under the Victorian Homebuyer Fund. I wish to lease it as a furnished 6-month rental at $632/week. Do I need written approval?"
Save approval reference number: ______
[ ] Obtain written SRO approval
Request written confirmation
Timeline: 10-15 business days
Keep approval letter in your records
DO NOT proceed with tenant until you have this
[ ] Document approval
File SRO letter in: /Users/jameslove/69_Carr_Street_Geelong_Rental_Management/SRO_Approval/
Take photo of letter for records
Date received: ______

PHASE 2: PROPERTY DOCUMENTATION

Property Demarcation (Schedule A)

[ ] Walk the property and identify boundaries
Included areas for tenant: ______
Excluded areas for landlord: ______
Physical boundary (gate, fence, line): ______
[ ] Take dated photos
Photo of full property exterior (with date stamp)
Photo of demarcation point/boundary
Photo of included house interior
Photo of excluded areas (shed, garage, etc.)
Store in: /Users/jameslove/69_Carr_Street_Geelong_Rental_Management/Property_Photos/
[ ] Create or obtain floor plan
Draw simple sketch showing included/excluded areas with labels
OR obtain existing floor plan from original property documents
Mark demarcation line clearly
File in: /Users/jameslove/69_Carr_Street_Geelong_Rental_Management/Schedules/
[ ] Complete Schedule A template
Include floor plan sketch
Include demarcation photos
Describe included areas in detail
Describe excluded areas in detail
Note landlord access rights to excluded areas

Furniture Inventory (Schedule B)

[ ] Walk each room and list furniture
Bedroom 1: ______
Bedroom 2: ______
Bathroom: ______
Kitchen: ______
Lounge: ______
Dining: ______
Laundry: ______
[ ] Assess condition of each item
New/near-new
Good (minor wear)
Fair (noticeable wear)
Poor (significant wear)
[ ] Photograph each item
Photo of each major furniture piece
Wide shot of each room showing all furniture
Use consistent lighting and date stamp
Store in: /Users/jameslove/69_Carr_Street_Geelong_Rental_Management/Furniture_Photos/
[ ] Create detailed furniture schedule
List every item to be provided
Note condition
Reference photo numbers
File completed Schedule B

PHASE 3: UTILITIES & COST DOCUMENTATION

[ ] Electricity account details
Provider: ______
Account number: ______
Account holder: ______
Contact number: ______
[ ] Gas account details
Provider: ______
Account number: ______
Account holder: ______
Contact number: ______
[ ] Internet account details
Provider: ______
Account number: ______
Speed/plan: ______
Contact number: ______
[ ] Water account details ✓ (ALREADY HAVE HISTORY)
Provider: ______
Account number: ______
Average quarterly bill: $272.36
Water history filed: ✓ Yes
[ ] Update Schedule D
Insert electricity details
Insert gas details
Insert internet details
Confirm water details
Save updated Schedule D

PHASE 4: RENTAL AGREEMENT CUSTOMIZATION

[ ] Gather tenant information (when you have a prospective tenant)
Full name: ______
Date of birth: ______
Contact phone: ______
Email: ______
Current address: ______
Employment details: ______
Income verification: ______
[ ] Decide on lease dates
Start date: ______
End date: ______
(Must be 6 months from start)
[ ] Decide on payment method
Weekly direct transfer? Yes / No
Payment day (e.g., Monday): ______
Account for payment: ______
[ ] Customize the Victorian RTA template
Fill in your property address
Fill in tenant name and details
Add lease start and end dates
Add weekly rent ($632)
Add bond amount ($2,528)
Attach Schedule A (demarcation)
Attach Schedule B (furniture)
Attach Schedule D (utilities)
Add any additional special terms
[ ] Add statement of circumstances
Complete jointly with tenant before signing
Both sign and date
This becomes part of the formal agreement
[ ] Print agreement
2 copies (one for you, one for tenant)
Both sign all pages
Both keep signed copy

PHASE 5: BOND & RTA LODGEMENT

[ ] Collect bond from tenant
Amount: $2,528
Collect before tenant takes possession
Get receipt/confirmation of payment
[ ] Lodge bond with RTA
Must do within 10 business days of tenancy start
Use RTA prescribed lodgement form
Submit online at: https://www.rta.org.au
Get RTA receipt/reference number: ______
[ ] Provide RTA receipt to tenant
Tenant must receive copy of RTA lodgement receipt
Keep your copy on file
Do not hold bond yourself

PHASE 6: MOVE-IN DOCUMENTATION

[ ] Schedule move-in inspection
Date/time: ______
With tenant present? Yes / No
[ ] Complete move-in inspection checklist
Use provided professional checklist
Check all rooms systematically
Note any pre-existing damage
Take photos of any issues
Both sign and date the checklist
Keep original on file, give copy to tenant
[ ] Provide inventory to tenant
Tenant receives copy of furniture schedule
Tenant confirms all items present and in noted condition
Tenant signs and dates furniture schedule
Keep signed copy
[ ] Provide all required documents to tenant
Copy of signed rental agreement
Copy of RTA bond lodgement receipt
Copy of Statement of Circumstances
Copy of Schedule A, B, D
Copy of tenancy information sheet (from SRO)
Copy of this checklist (your responsibilities)
[ ] Provide landlord contact details
Emergency contact: ______
For maintenance: ______
For rent/admin: ______

ONGOING MANAGEMENT

[ ] Rent collection
Rent due: [weekly on ______]
Check receipt weekly
Follow up immediately on late payment
Keep receipts/transaction records
[ ] Maintenance tracking
Log any repair requests from tenant
Schedule maintenance promptly
Keep receipts/invoices
Document all work completed
[ ] Annual inspection (maximum 4 per year)
Schedule with 14 days' notice
Take photos
Document any damage/maintenance issues
Provide written report to tenant
[ ] Rent review (maximum once per year)
Can only increase with 60 days' notice
Increase must be reasonable (market-based)
Provide written notice to tenant

LEASE END (at 6-month mark)

[ ] Decide on renewal or end
Renew lease? Yes / No
If no, provide written notice 28 days before end
[ ] Final inspection
Complete move-out inspection with tenant
Compare to move-in condition
Note any damage beyond normal wear and tear
Take photos
[ ] Bond return calculation
List any damage deductions with costs
Calculate: Bond - Deductions = Return amount
Provide itemised statement to tenant
Return within 10 days of lease end
[ ] Return bond
Process refund to tenant
Keep copy of itemised deduction statement
Get tenant's written acknowledgement of return

DOCUMENT CHECKLIST

All documents saved in: /Users/jameslove/69_Carr_Street_Geelong_Rental_Management/

Essential files ready:
- [ ] Property_Profile_Complete.html (this has all overview info)
- [ ] Schedule_D_Utilities.html (water history + utilities)
- [ ] Schedule A template (demarcation) - needs photos
- [ ] Schedule B template (furniture) - needs list + photos
- [ ] Victorian RTA rental agreement template (SRO official)
- [ ] Move-in inspection checklist
- [ ] 25-point tenant screening matrix
- [ ] Water bill history (attached)

CRITICAL REMINDERS

🚨 Do NOT sign rental agreement until SRO approval received

🚨 Bond must be lodged with RTA within 10 business days

🚨 Keep all documents: agreement, approvals, photos, receipts

🚨 Rent increases: 60 days' notice, once per year maximum

🚨 Landlord access: 14 days' notice required (except emergencies)

🚨 Water/utilities included: Tenant pays only the weekly rent

Current Phase: ___ | Last Updated: ___