| name | Move-Out Administration |
| slug | move_out_administration |
| version | 0.1.0 |
| status | draft |
| category | residential_multifamily |
| subsystem | residential_multifamily |
| pack_type | workflow |
| targets | ["claude_code"] |
| stale_data | Jurisdiction-specific security-deposit accounting rules (return window, itemization
format, statutory interest) and final-ledger reconciliation rules drift; all live in
overlays. Damage charge schedules and fair wear-and-tear benchmarks come from reference
libraries, not from skill prose.
|
| applies_to | {"segment":["middle_market"],"form_factor":["garden","walk_up","wrap","suburban_mid_rise","urban_mid_rise"],"lifecycle":["stabilized","renovation","lease_up","recap_support"],"management_mode":["self_managed","third_party_managed","owner_oversight"],"role":["property_manager","assistant_property_manager"],"output_types":["checklist","memo","email_draft"],"decision_severity_max":"action_requires_approval"} |
| references | {"reads":["reference/normalized/approval_threshold_defaults.csv","reference/normalized/move_out_documents__{jurisdiction}.yaml","reference/normalized/damage_charge_schedule__{org}.csv","reference/normalized/unit_turn_cost_library__{market}.csv"],"writes":[]} |
| metrics_used | ["turnover_rate","average_days_vacant","make_ready_days","notice_exposure","bad_debt_rate"] |
| escalation_paths | [{"kind":"disputed_damage_charges","to":"property_manager -> regional_manager -> approval_request(row 13 if waived)"},{"kind":"security_deposit_statutory_deadline","to":"property_manager (hard date) -> regional_manager escalation if missed"},{"kind":"fair_housing_flag","to":"approval_request(row 3)"}] |
| approvals_required | ["damage_charge_waiver_above_threshold","non_standard_final_ledger"] |
| description | Coordinates every step from notice-to-vacate through unit transfer to the turn workflow.
Produces the move-out inspection checklist, assembles the final ledger and
statutorily-compliant security-deposit statement, handles damage charge disputes, and
hands off to the turn workflow. Enforces jurisdiction-specific return deadlines.
|
Move-Out Administration
Workflow purpose
Turn a notice-to-vacate into a reliable, fair, fully documented move-out that clears the lease, reconciles the final ledger, meets statutory deposit-handling deadlines, and hands off to workflows/unit_turn_make_ready without information loss.
Trigger conditions
- Explicit: "process move-out for unit X", "final ledger for resident Y", "security deposit return", "move-out inspection".
- Implicit: NoticeEvent filed; lease approaching end_date without renewal; judgment-ordered move-out from
workflows/delinquency_collections.
- Recurring: daily scan of upcoming move-outs inside the notice window.
Inputs (required / optional)
| Input | Type | Required | Notes |
|---|
| Lease record + NoticeEvent | record | required | end_date, vacate_date, reason |
| Resident ledger (current) | table | required | balance, open charges, prepaid |
| Jurisdiction move-out rules overlay | yaml | required | deposit return window, itemization |
| Damage charge schedule | csv | required | per-item charges bounded by overlay |
| Turn cost library | csv | optional | supports classic vs. renovation-tier estimate |
| Move-out inspection record | record | required post-inspection | photos, notes, damage list |
Outputs
| Output | Type | Shape |
|---|
| Move-out checklist | checklist | owner, due date, deadline |
| Inspection brief | memo | damages list with citations to schedule |
| Final ledger | statement | per jurisdiction format, draft_for_review |
| Security-deposit statement | statement | statutory format, legal_review_required |
| Turn handoff record |
