# 69 Carr Street Rental - Implementation Checklist
**Your step-by-step action plan**

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## 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: __________________

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## 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

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## 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

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## 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

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## 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

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## 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: ______________________________

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## 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

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## 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

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## DOCUMENT CHECKLIST

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

Essential files ready:
- [ ] Property_Profile_Complete.md (this has all overview info)
- [ ] Schedule_D_Utilities_Actual.md (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)

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## 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**

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**Status:** [  ] Phase 1 (Approval) | [  ] Phase 2 (Property docs) | [  ] Phase 3 (Utilities) | [  ] Phase 4 (Tenant) | [  ] Phase 5 (Bond) | [  ] Phase 6 (Move-in)

**Current Phase:** __________________ | **Last Updated:** __________________