1. ECKERT INVESTMENTS
CVE Skyview LLC | Eckert Family LLC
851 Camino Pescadero Suite #A
Goleta, California 93117
TEL: (805) 685-6967 FAX: (805) 685-7596
Business Events
January
1. Create calendar format for lease signing (Ex. 1:00 pm L/S AB #1 – Smith +2)
2. Application Process: (Receive process, call back, and assign apt., set lease signing appt.) [use
stamp date]
3. Change outgoing phone message to inform of opening, date, process and website
(pictures/layout) Renewal paperwork begins (R = Renewal no changes. R/C = Renewal
with changes)
4. Create 150 envelopes w/ out return address for lease signings
Handling renewal letters received:
Take renewal response and indicate on the apartment maps/diagrams/white boards what the
response is. Example “R” for Renewal and an “A” for Available (Put the expiration date – the
date that is on the “actual lease.” Be sure to physically check the lease agreement of the unit in
question).
15th
: Deadline for lease renewal. All “A” (Available) units must have a M/O date on the board(s).
18th
: Lease signings begin (Enter new tenancies/entries/complete files) Move-In letter envelopes to be
filled out by future tenants during Lease signing.
• Schedule L/S for straight renewals (R’s).
• Schedule a meeting w/ contractors and EI staff:
(Need to define purpose of meeting and generate an agenda)
-Whitmore -Mark Diehl - Marvin - Jimmy Franco - Joey Eckert
- Arturo - Dave Kiesling - Kitch/Pat/SR/Vinny
February
1. Create Monday reports every Friday. Showing the weeks activity, w/ detailed unit status
2. Application Process (receive, process, call back, find apt., set lease signing appt.)
3. Update outgoing phone message to inform of opening, date, process, and website pictures
4. No lease signings on Mondays (few exceptions)
5. Update all four (4) boards with M/O, “Renewals” and M/I dates
6. Request updated Cox Communication pamphlets and channel line-up
7. Weekly meetings
Business Events. Doc

2. ECKERT INVESTMENTS
CVE Skyview LLC | Eckert Family LLC
851 Camino Pescadero Suite #A
Goleta, California 93117
TEL: (805) 685-6967 FAX: (805) 685-7596
8. (Busy phones)
March
1. Create Monday reports every Friday.
2. Go thru all tenant docs and addems. Send final changes to 160 office to save.
3. Change outgoing phone message to inform of which Apts are no longer available (ie
“Seaview” and “Abrego”)
4. Prep Welcome Letters and other info for Move-In Folder (Include order of paperwork: 1.
Photocopy 2. Sort- forms 3. Staple 4. Group by Bldg.)
5. Bicycle Sweep
6. Check postage amount. (Fax TS if we are below $200.00)
April
1. Count lock boxes (10)
2. Complete all Move-In Folders w/ tenant files, place in black crates
3. Make Renewal List in Excel (Use RSS layout)
4. Enter all tenant file info into Appfolio (or other layout)
-Parking (“none,” 1st spc., 2nd spc)
-Phone #’s, Guarantor info
-Assign permits (try to match 2 digits to the apt. unit)
-Write a note on the application log whether or not they request a parking space
May
1st
Schedule Contractor Rehab Meeting
Update PMA MO letter now
Create Move out letter w/ pre move out inspection form in order to comply with statue
Close all “R’s” and “RC’s”- create deadline for Sec. Dep. balance due.
Rake thru June MO tenant files
Check postage amount (in-between $175.00 - $250.00)
Enter MO/MI dates in Calendar
Manager to send MO/MI list to all contractors:
-Arturo -EI Maintenance -Cox Comm.
15th
Move out reminder letters 8-15 days before MO
Move out – get 50 moving packets from post office
Bike count vs. racks – clip inoperable bikes, etc.
25th
Make a cleaning list schedule w/ cleaning date scheduled 1 day before Move In
Print Key Return Form on hot pink paper (2 per page) x 50
Business Events. Doc

3. ECKERT INVESTMENTS
CVE Skyview LLC | Eckert Family LLC
851 Camino Pescadero Suite #A
Goleta, California 93117
TEL: (805) 685-6967 FAX: (805) 685-7596
June
1. Compose and mail/post Security Deposit info packet and Move Out letters
2. Contact (by phone/e-mail/posting) tenants to pay new Sec. Deposit portion for rent increase
amount
3. Rake thru M/O files and flag questions or outstanding money due
4. Merge renewal old and new files for June - *Too soon for MO Reports
5. Prep MO and MI folders daily (place on front desk w/ keys!)
6. Manager to check MO Reports and send to 160 office
July
1. Compose and mail/post Security Deposit info packet and Move Out letters
2. Contact (by phone/e-mail/posting) tenants to pay new Sec. Deposit portion for rent increase
amount
3. Rake thru M/O files and flag questions or outstanding money due
4. Merge renewal old and new files for July
5. Prepare and gather invoices for move out reports daily/weekly
6. Prep MO and MI folders daily (place on front desk w/ keys!)
7. Manager to check MO Reports and send to 160 office
August
1. Compose and mail/post Security Deposit info packet and Move Out letters
2. Contact (by phone/e-mail/posting) tenants to pay new Sec. Deposit portion for rent increase
amount
3. Rake thru M/O files and flag questions or outstanding money due
4. Merge renewal old and new files for August
5. Prepare and gather invoices for move out reports daily/weekly
6. Prep MO and MI folders daily (place on front desk w/ keys!)
7. Manager to check MO Reports and send to 160 office
(Deck Painting)
* All new hires, these are busy Summer days. Be advised and schedule events accordingly.
Business Events. Doc

4. ECKERT INVESTMENTS
CVE Skyview LLC | Eckert Family LLC
851 Camino Pescadero Suite #A
Goleta, California 93117
TEL: (805) 685-6967 FAX: (805) 685-7596
September
1. Any adjustment Lease End Dates (Update, PMA tenancy Parking)
2. Contact (by phone/e-mail/posting) tenants to pay new Sec. Deposit portion for rent increase
amount
3. Rake thru M/O files and flag questions or outstanding money due
4. Merge renewal old and new files for September
5. Update names and contact numbers for Skyview Call Box
6. Prepare and gather invoices for move out reports daily/weekly
7. Clip incomplete documents and contact person (via e-mail) to come in and fill out/sign
8. Prep MO and MI folders daily (place on front desk w/ keys!)
9. Manager to check MO Reports and send to 160 office
3rd
Parking layout: Final update
15th
Bike count vs. racks
Meet w/ all on-site managers. Revise and post on-site manager letters. Door Signs.
Pass out:
- Parking Violation Stickers
- Forms
a. List of tenants’ first name and units
- Compile on-site phone numbers and e-mail – keep in office phonebook
- Go over expected protocol w/ on site manager (i.e. weekly update w/ details) and what to
expect for Halloween.
October
1st
Week
- Meet w/ on-site managers (get ID, e-mail and contact numbers)
- Post letter informing residents of on-site manager
- Order Security Shirts for Halloween (if needed) check the condition of: locks, keys, keys
notebooks, walkie-talkies, flashlights and shirts
- Post Halloween Guest Lists w/ deadline a few days prior to Oct. 31st
2nd
Week
- Order Business Cards (in October Copyright has 30% off of orders b/c of slow period)
- Bicycle Sweep
Business Events. Doc

5. ECKERT INVESTMENTS
CVE Skyview LLC | Eckert Family LLC
851 Camino Pescadero Suite #A
Goleta, California 93117
TEL: (805) 685-6967 FAX: (805) 685-7596
3rd
/4th
Week
- Renewal letter review – Draft 1
- Market evaluation and survey
- Pricing evaluation and recommendations or apartments and house
- Banner count, what kind of shape banners in, order new banners
- Security Deposit disputes come in
- Think about RSS’s (marketing prices)
22nd Begin revising any paperwork that is included w/ lease and MI folder
November
1. Double check PMA and file information (they must be updated and match)
2. Update phone list (print from PMA)
3. Buy (2 boxes) paper and (1,500) envelopes
4. Finalize RSS sheets
5th Order new folders red>yellow>blue>green>purple
Order Peachtree Welcome Folders
Begin printing envelopes for renewal letters (post and mail)
15th Post Ads online
Renewal letter review Draft 2 >Pricing>have mail target date
Update price sheet and prepare stock bins w/ applications (check daily)
Security Deposit disputes come in
• Create or revise Marketing flyers for dorms
* OCT/NOV is the best time to set EI up for success in the next year with move-outs. See what can be
done to eliminate any problems for December too. Handle all business with a positive frame of mind and
think on how we can do better to save money, or even spend more in the short run, to save more in the
future, and ensure the tenants satisfaction. Brainstorm, create business plans, or set team meetings to go
over research and marketing experiments to see how it affected different markets. Think outside the box!
Business Events. Doc

6. ECKERT INVESTMENTS
CVE Skyview LLC | Eckert Family LLC
851 Camino Pescadero Suite #A
Goleta, California 93117
TEL: (805) 685-6967 FAX: (805) 685-7596
December
1. 2,000 Marketing flyers to dorms - identify dorms and numbers of mailers, where to drop the
flyers, the cost, etc… (Dorm and UCSB housing)
2. Fax Trudy the amount of check for advertising and who to pay to the order of
1st
Week:
- Rick Heise – update website pricing and pictures
- Update price sheet and prepare stock bins w/ applications (check daily)
- Draft letter re: interior pictures of buildings
- Mail renewal letters
2nd
Week:
- Website updates (interior pictures, application, prices, etc)
- Have towing companies look over our towing addendum (prices, needed info, hours) *Send
w/ cover letter
Handling renewal letters received:
1. Take renewal response and indicate on the apartment maps/boards what the response is.
Ex. “R” for Renewal; “A” for Available; “R/C” for Renewal w/ Change; “I/C” for Internal
Change to another unit
2. Put the expiration date (the date shown on the “actual lease”) on the board
A. Be sure to physically check the lease agreement of the unit in question
3rd
-5th
Print delinquency list from PMA/ Cox Cable Channel Line Up (confirm/update)
12th
Send Hydrex a list of all units to be sprayed the last week of current month and open
dates to spray or gel treat*
16th
Send Arturo the same list WHEN you set a date for Hydrex to see if he can schedule
cleaners
31st
Monthly Money Reports (PMA delinquencies, etc)
*if we get gel units then we do not need to schedule cleaners to prep unit.
* See the next page for a list of December tasks
Business Events. Doc

7. ECKERT INVESTMENTS
CVE Skyview LLC | Eckert Family LLC
851 Camino Pescadero Suite #A
Goleta, California 93117
TEL: (805) 685-6967 FAX: (805) 685-7596
December Task Sheet
Pre move out appointments
Pre-move out inspections
Schedule walk thru (pre move out)
House Inspections
1. Market evaluation and survey
2. Pricing evaluation and recommendations, apartments and house
3. Renewal letter review
4. Renewal letter mail target date
5. Mail renewal letters
6. Marketing flyers to dorms – identify dorms and numbers of mailers, where to drop the
flyers, the cost, etc...
7. Banner count, what kind of shape banners are in, order new banners if necessary
8. Update price sheet and prepare stock bins
9. Pre move out letter
10. Pre move out appointments
11. Pre move out inspections
12. Order new folders red>yellow>blue>green>purple
13. Revise any paperwork that is included w/ lease and MI folder
14. Schedule walk-thru (pre move out)
15. Bike count vs. racks
16. Move out letter w/ pre move out inspection form
17. Move out reminder letters
18. Move out – get 50 moving packets from post office
19. Have towing companies look over our towing addendums (prices, needed info, hours)
20. Cox Cable Channel line up (confirm/update)
21. On-site manager letter
22. Parking layout updated
23. Exterior pictures of buildings
24. Letter asking for willing residents to photograph their apt
25. Interior pictures of buildings
26. Post ads online
27. Prep Move in on Thursday/Friday for weekend Move Ins (lock boxes)
38. Buy-Order (2 boxes) paper and (1,500 envelopes)
39. Peachtree Welcome Folders
30. Order Business Cards (In October they have 30% off of orders)
31. Website updates (House Inspections)
Business Events. Doc