monthly-property-operating-review

name	Monthly Property Operating Review
slug	monthly_property_operating_review
version	0.1.0
status	draft
category	residential_multifamily
subsystem	residential_multifamily
pack_type	workflow
targets	["claude_code"]
stale_data	Target bands, service standards, and KPI materiality thresholds are overlay-driven. Benchmarks drift with each reference refresh.
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","regional_manager","asset_manager"],"output_types":["operating_review","kpi_review","memo"],"decision_severity_max":"recommendation"}
references	{"reads":["reference/derived/role_kpi_targets.csv","reference/normalized/market_rents__{market}_mf.csv","reference/normalized/concession_benchmarks__{market}_mf.csv","reference/normalized/collections_benchmarks__{region}_mf.csv","reference/normalized/approval_threshold_defaults.csv"],"writes":[]}
metrics_used	["physical_occupancy","leased_occupancy","economic_occupancy","notice_exposure","renewal_offer_rate","renewal_acceptance_rate","blended_lease_trade_out","concession_rate","collections_rate","delinquency_rate_30plus","bad_debt_rate","make_ready_days","average_days_vacant","turnover_rate","open_work_orders","work_order_aging","repeat_work_order_rate","controllable_opex_per_unit","payroll_per_unit","rm_per_unit","utilities_per_unit","revenue_variance_to_budget","expense_variance_to_budget"]
escalation_paths	[{"kind":"material_variance","to":"property_manager -> regional_manager -> asset_manager"},{"kind":"safety_p1_pattern","to":"maintenance_supervisor -> property_manager -> regional_manager"},{"kind":"fair_housing_flag","to":"approval_request(row 3)"}]
approvals_required	[]
description	Monthly property scorecard and narrative. Synthesizes operating, leasing, collections, maintenance, and financial variance into a single review pack for the PM, regional, and AM. Invokes child workflows for funnel, delinquency, turn, and WO views.

Monthly Property Operating Review

Workflow purpose

Produce a single monthly review pack that covers the property's operating performance end to end: occupancy, revenue, collections, delinquency, leasing funnel, renewal, turn pipeline, maintenance, and variance to budget. Feeds the PM's monthly conversation with regional and AM.

Trigger conditions

• Explicit: "monthly property scorecard", "monthly operating review", "March review for Ashford Park".
• Implicit: calendar month close; AM requests monthly pack.
• Recurring: monthly per property.

Inputs (required / optional)

Input	Type	Required	Notes
T12 and current-month GL	table	required
Rent roll snapshot	table	required
Funnel inputs	table	required	via workflows/lead_to_lease_funnel_review
Delinquency inputs	table	required	via workflows/delinquency_collections
Turn pipeline inputs	table	required	via workflows/unit_turn_make_ready
WO log	table	required	via workflows/work_order_triage + vendor_dispatch_sla_review
Budget and reforecast	table	required
Target bands	derived	required

Outputs

Output	Type	Shape
Property scorecard	kpi_review	all primary KPIs with bands
Narrative memo	memo	drivers, variances, actions
Variance table	kpi_review	revenue_variance_to_budget, expense_variance_to_budget