CALGARY TENANT-OCCUPIED PROPERTY TRANSACTION EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Seller buyer landlord or tenant role; property and rental-premises structure; registered owners and authority; complete tenant and occupant list; written oral or implied agreement; fixed or periodic type; start end renewal notice sale condition closing and possession dates; amendments addenda incentives utilities parking storage pets and operating terms; achieved rent, increases, payment ledger, arrears, credits, disputes and prepaid amounts; security-deposit receipt, trust, prescribed interest, written compounding, deductions and closing transfer; move-in ongoing and move-out inspection reports, signatures, delivery, photographs and condition evidence; maintenance requests, work orders, invoices, health safety damage and insurance events; purchaser-showing consent or written notices, valid purpose, date time permitted access, tenant presence, photographers inspectors appraisers, lockbox keys codes pets belongings privacy cancellations refusals and entry log; continuing-tenancy, fixed-term, prescribed termination, purchaser request and intention, mutual agreement, notice content, service and response evidence; title, suite permits, occupancy, condo bylaws, licences, parking storage and legal-use evidence; buyer intended use; financing, appraisal, insurance and rent treatment; purchase contract, document delivery, representations, access, conditions, tenancy continuation or vacant possession, remedies and extensions; rent utilities arrears deposit interest and closing adjustments; new-landlord notice, tenant contacts, agreements, ledgers, inspections, maintenance, disputes, invoices, warranties, management, insurance, keys and payment instructions; overholding RTDRS court delayed-closing delayed-possession buyer-housing and funds fallback; legal and professional responsibility map; privacy and secure-channel boundary; decision, task, evidence, owner, due date, status and fallback. 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 [ ] Seller buyer landlord or tenant role: ________________________________________________ [ ] Property and rental-premises structure: ________________________________________________ [ ] Registered owners and authority: ________________________________________________ [ ] Complete tenant and occupant list: ________________________________________________ [ ] Written oral or implied agreement: ________________________________________________ [ ] Fixed or periodic type: ________________________________________________ [ ] Start end renewal notice sale condition closing and possession dates: ________________________________________________ [ ] Amendments addenda incentives utilities parking storage pets and operating terms: ________________________________________________ [ ] Achieved rent: ________________________________________________ [ ] Increases: ________________________________________________ [ ] Payment ledger: ________________________________________________ [ ] Arrears: ________________________________________________ [ ] Credits: ________________________________________________ [ ] Disputes and prepaid amounts: ________________________________________________ [ ] Security-deposit receipt: ________________________________________________ [ ] Trust: ________________________________________________ [ ] Prescribed interest: ________________________________________________ [ ] Written compounding: ________________________________________________ [ ] Deductions and closing transfer: ________________________________________________ [ ] Move-in ongoing and move-out inspection reports: ________________________________________________ [ ] Signatures: ________________________________________________ [ ] Delivery: ________________________________________________ [ ] Photographs and condition evidence: ________________________________________________ [ ] Maintenance requests: ________________________________________________ [ ] Work orders: ________________________________________________ [ ] Invoices: ________________________________________________ [ ] Health safety damage and insurance events: ________________________________________________ [ ] Purchaser-showing consent or written notices: ________________________________________________ [ ] Valid purpose: ________________________________________________ [ ] Date time permitted access: ________________________________________________ [ ] Tenant presence: ________________________________________________ [ ] Photographers inspectors appraisers: ________________________________________________ [ ] Lockbox keys codes pets belongings privacy cancellations refusals and entry log: ________________________________________________ [ ] Continuing-tenancy: ________________________________________________ [ ] Fixed-term: ________________________________________________ [ ] Prescribed termination: ________________________________________________ [ ] Purchaser request and intention: ________________________________________________ [ ] Mutual agreement: ________________________________________________ [ ] Notice content: ________________________________________________ [ ] Service and response evidence: ________________________________________________ [ ] Title: ________________________________________________ [ ] Suite permits: ________________________________________________ [ ] Occupancy: ________________________________________________ [ ] Condo bylaws: ________________________________________________ [ ] Licences: ________________________________________________ [ ] Parking storage and legal-use evidence: ________________________________________________ [ ] Buyer intended use: ________________________________________________ [ ] Financing: ________________________________________________ [ ] Appraisal: ________________________________________________ [ ] Insurance and rent treatment: ________________________________________________ [ ] Purchase contract: ________________________________________________ [ ] Document delivery: ________________________________________________ [ ] Representations: ________________________________________________ [ ] Access: ________________________________________________ [ ] Conditions: ________________________________________________ [ ] Tenancy continuation or vacant possession: ________________________________________________ [ ] Remedies and extensions: ________________________________________________ [ ] Rent utilities arrears deposit interest and closing adjustments: ________________________________________________ [ ] New-landlord notice: ________________________________________________ [ ] Tenant contacts: ________________________________________________ [ ] Agreements: ________________________________________________ [ ] Ledgers: ________________________________________________ [ ] Inspections: ________________________________________________ [ ] Maintenance: ________________________________________________ [ ] Disputes: ________________________________________________ [ ] Invoices: ________________________________________________ [ ] Warranties: ________________________________________________ [ ] Management: ________________________________________________ [ ] Insurance: ________________________________________________ [ ] Keys and payment instructions: ________________________________________________ [ ] Overholding RTDRS court delayed-closing delayed-possession buyer-housing and funds fallback: ________________________________________________ [ ] Legal and professional responsibility map: ________________________________________________ [ ] Privacy and secure-channel boundary: ________________________________________________ [ ] Decision: ________________________________________________ [ ] Task: ________________________________________________ [ ] Evidence: ________________________________________________ [ ] Owner: ________________________________________________ [ ] Due date: ________________________________________________ [ ] Status and fallback: ________________________________________________ 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.