CALGARY LANDLORD OPERATIONS EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Property and rental structure, ownership or management authority, legal use and Calgary suite registry, condo or HOA rules, lender and insurance treatment, tenancy stage and next deadline, agreement and addenda, occupants and contact records, rent utilities parking storage pets and keys, screening criteria consent verification and privacy, deposit receipt account interest and ledger, move-in inspection photographs meters devices and promised work, rent utility arrears and payment ledger, safety emergency and contractor contacts, maintenance request triage access scope invoice completion and follow-up, entry notice service and communication chronology, lease rent renewal insurance mortgage condo tax and maintenance calendar, achieved cash flow and operating expenses, vacancy repair deductible turnover and capital reserves, income expense invoice and tax records, dispute evidence and RTDRS questions, move-out inspection keys utilities deductions and deposit accounting, re-lease management or tenant-occupied sale path, evidence owners, stop rules, and next review date. Use this worksheet to collect property-specific evidence and make the next decision visible. It is an educational planning aid, not legal, tax, lending, appraisal, engineering, inspection, insurance, condo-document, or other professional advice. DECISION CONTEXT Name(s): ________________________________________________ Property / community / search area: _______________________ Property type: ___________________________________________ Budget, price, or value range: _____________________________ Decision to make: _________________________________________ Deadline and reason: ______________________________________ Primary goal: _____________________________________________ What would make me pause or walk away? ____________________ TOPIC EVIDENCE [ ] Property and rental structure: ________________________________________________ [ ] Ownership or management authority: ________________________________________________ [ ] Legal use and Calgary suite registry: ________________________________________________ [ ] Condo or HOA rules: ________________________________________________ [ ] Lender and insurance treatment: ________________________________________________ [ ] Tenancy stage and next deadline: ________________________________________________ [ ] Agreement and addenda: ________________________________________________ [ ] Occupants and contact records: ________________________________________________ [ ] Rent utilities parking storage pets and keys: ________________________________________________ [ ] Screening criteria consent verification and privacy: ________________________________________________ [ ] Deposit receipt account interest and ledger: ________________________________________________ [ ] Move-in inspection photographs meters devices and promised work: ________________________________________________ [ ] Rent utility arrears and payment ledger: ________________________________________________ [ ] Safety emergency and contractor contacts: ________________________________________________ [ ] Maintenance request triage access scope invoice completion and follow-up: ________________________________________________ [ ] Entry notice service and communication chronology: ________________________________________________ [ ] Lease rent renewal insurance mortgage condo tax and maintenance calendar: ________________________________________________ [ ] Achieved cash flow and operating expenses: ________________________________________________ [ ] Vacancy repair deductible turnover and capital reserves: ________________________________________________ [ ] Income expense invoice and tax records: ________________________________________________ [ ] Dispute evidence and RTDRS questions: ________________________________________________ [ ] Move-out inspection keys utilities deductions and deposit accounting: ________________________________________________ [ ] Re-lease management or tenant-occupied sale path: ________________________________________________ [ ] Evidence owners: ________________________________________________ [ ] Stop rules: ________________________________________________ [ ] Next review date: ________________________________________________ CALGARY VERIFICATION CONTROL [ ] Property address, community, property type, and decision deadline are recorded. [ ] Budget, price or value range, monthly comfort, and cash reserve are separated. [ ] Current source dates and geography are written beside every market or rule-based claim. [ ] Relevant active alternatives and recent comparable transactions are identified. [ ] Financing, appraisal, insurance, legal, tax, inspection, condo, permit, or specialist questions have an assigned owner. [ ] Documents are saved in one folder with missing items and follow-up dates visible. [ ] The most expensive plausible downside has a cost range and funding plan. [ ] A credible backup property, community, timing, or transaction path is named. [ ] The walk-away or pause rule is written before urgency increases. [ ] The next review date and the evidence that would change the decision are recorded. EVIDENCE LOG Use one row per important fact. Record the source itself, not only who mentioned it. 1. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 2. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 3. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ RED / AMBER / GREEN DECISION BOARD GREEN - current, property-specific, understood evidence: ____________________________________________________________ AMBER - plausible but waiting on evidence or professional review: ____________________________________________________________ RED - material downside with no acceptable control or fallback: ____________________________________________________________ OPTIONS AND TRADEOFFS Preferred path: ____________________________________________ Best credible alternative: _________________________________ What the preferred path improves: __________________________ What it costs or makes harder: ______________________________ Worst plausible outcome and estimated cost: ________________ How that downside would be reduced or funded: ______________ NEXT-STEP BRIEF Current best decision: _____________________________________ Why the evidence supports it: _______________________________ Three unresolved questions: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Next action: _______________________________________________ Owner: __________________________ Due: _____________________ Review trigger: ____________________________________________ Next review date: __________________________________________ PROPERTY-SPECIFIC HELP When requesting help, include the property or community, property type, budget or value range, timeline, documents available, condition deadline, and the exact decision. A useful response should produce a shortlist, risk list, valuation path, document-review path, or assigned next-step plan rather than a generic sales reply.