CWS - RDI 9.2018

• Property Name

• Date

  Date

• Prepared by

• Location
  Address

• INSTRUCTIONS:
  -------------------------------------
  1. Answer the applicable questions below.
  2. Add photos and notes by clicking on the paperclip icon.
  3. To add a Corrective Measure click on the paperclip icon then "Add Action", provide a description, assign to a member, set priority and due date.
  4. Complete audit by providing digital signature.
  5. Share your report by exporting as PDF, Word, Excel or Web Link.

Drive By Observations

• Signage and Flags appearance

  Good

  Poor

  N/A

• Landscape, Plants, Flower presentation, pots with color

  Good

  Poor

  N/A

• Clubhouse Entrance areas, CWS mats fresh, front door and lights clean

  Good

  Poor

  N/A

Zero Defect Tour Route

• Leasing desks clean & organized

  Yes

  No

  N/A

• Fitness Room presentation, TV's on, Music on

  Yes

  No

  N/A

• Business Center presentation

  Good

  Poor

  N/A

• Pool presentation, chairs straight, pillows straight, umbrellas opened, gates secure

  Yes

  No

  N/A

• BBQ grills clean, countertop clean

  Yes

  No

  N/A

• Tour Route and grounds cleanliness

  Good

  Poor

  N/A

• Model presentation

  Good

  Poor

  N/A

• Parking lot, building, breezeway cleanliness

  Good

  Poor

  N/A

Leasing and Office Review

• Leasing Goal Board in use and effective

  Yes

  No

  N/A

• Sales Meetings current/written agenda used

  Good

  Poor

  N/A

• Daily Market Checklist current and signed by CD

  Yes

  No

  N/A

• Mini models set up, lease me checklists after 21 days vacant

  Yes

  No

  N/A

• Market Survey complete -Pricing accurate

  Yes

  No

  N/A

• Ellis/Yelp/Google Review and score satisfactory, most recent review positive

  Good

  Poor

  N/A

• Review advertising rates current/specials/Photos current

  Good

  Poor

  N/A

• Closing ratios at or above 30%

  Yes

  No

  N/A

• No HOUSE leases except CH and employee

  Yes

  No

  N/A

• Staff in-person comp shops recent

  Yes

  No

  N/A

• Yieldstar rate reviews submitted on time

  Yes

  No

  N/A

• Reviewed Expiration Summary Statistics report in YS for compliance

  Yes

  No

  N/A

Make Ready Review

• Vacant #1 make ready status

  Good

  Poor

  N/A

• Vacant #2 make ready status

  Good

  Poor

  N/A

• Vacant #3 make ready status

  Good

  Poor

  N/A

• MR sheets utilized, uploaded and signed by CD and MD

  Good

  Poor

  N/A

• MR Dates and downtime appropriate

  Good

  Poor

  N/A

• Compliance using electronic make ready board

  Good

  Poor

  N/A

Today Page Review

• Packets current

  Good

  Poor

  N/A

• Follow-up Activity current

  Good

  Poor

  N/A

• Renter's Insurance Current

  Good

  Poor

  N/A

• All renewals generated timely

  Yes

  No

  N/A

• Level One calls reviewed

  Yes

  No

  N/A

One Site Doc Mgmt

• Pool logs uploaded

  Yes

  No

  N/A

• Package logs uploaded

  Yes

  No

  N/A

• Light maps/inspections uploaded

  Yes

  No

  N/A

• Annual property inventory uploaded

  Yes

  No

  N/A

• Recent quarterly inspection uploaded

  Yes

  No

  N/A

• Fire inspection and government inspections uploaded

  Yes

  No

  N/A

Process Evaluation and Compliance Review

• Review Employee Lease files for compliance - Sure Deposit, quote signed, CWS addendum, rent codes accurate

  Yes

  No

  N/A

• Sure Deposit process current/all claims filed

  Good

  Poor

  N/A

• Write-off/delinquency process is followed

  Good

  Poor

  N/A

• AvidXchange reviewed - invoices paid timely, disputed and on hold with notes

  Good

  Poor

  N/A

• CD/RD notes for recent Process Evaluation uploaded in Citrix

  Good

  Poor

  N/A

• Corrections made from last Process Evaluation

  Yes

  No

  N/A

• Controllable expenses on budget, review with team if not.

  Yes

  No

  N/A

• Check lease compliance report for any rent edits over past quarter, must have RD approval

  Yes

  No

  N/A

Staffing and Deployment

• Office/Maint. Staff presentation apparel to CWS standards

  Yes

  No

  N/A

• New hires have completed acclimation packets

  Yes

  No

  N/A

• Check for "past due" training in Cornerstone

  Good

  Poor

  N/A

• BRIDGE Goal Board/receiving time at all meetings

  Yes

  No

  N/A

• CD/MD/ACD/AMD have completed safety mentor training

  Yes

  No

  N/A

• 100% staffed with no positions open more than 30 days

  Yes

  No

  N/A

Renovation Review

• Review of renovation protocol, up/down report in use

  Good

  Poor

  N/A

Completion

• Notes

• Completed by

  Sign