SOP Layer Document

TABLE OF CONTENTS

• PPP | Property Performance Plan – Weekly Update SOP
  • 1 Scope & Triggers
  • 2 RACI Matrix (Responsible, Accountable, Consulted, Informed)
  • 3 Inputs / Outputs
  • 4 Process Overview (Swim-lane)
  • 5 Procedure – Collapsed Numbered Steps
    •     1. Open PPP workbook ▸ identify today’s column
    •     2. Run 10 RealPage reports ▸ transpose data to PPP
    •     3. Save PPP as “PPP-{{PropertyCode}}-YYYY-MM-DD.xlsx”
    •     4. Email workbook to RM ▸ subject “PPP YYYY-MM-DD – {{Property}}”
    •     5. RM reviews ▸ approves or returns for correction
  • 6 KPIs & Compliance Metrics
  • 7 Escalation – KPI Out-of-Tolerance
  • 8 References
  • 9 Revision History

PPP | Property Performance Plan – Weekly Update SOP

Purpose
Ensure each Property Manager opens the week by completing the PPP Excel workbook (financial baseline) and delivering it to the Regional Manager before noon every Monday.  This is the very first task of the week—without exception.

1 Scope & Triggers

2 RACI Matrix (Responsible, Accountable, Consulted, Informed)

3 Inputs / Outputs

4 Process Overview (Swim-lane)

PM  ──► 09:00 Start  →  Run 10 reports  →  Transpose to PPP  →  Save file
                          │                                          │
                          └─────────────────────► Email RM (11:30) ───┘
RM      Receives  →  Review (data OK?)  →  Forward to Owners
                                          │
                                          ▼
                        If issue ➜ Return to PM for fix

5 Procedure – Sequential Steps (collapsed)

    1. Open PPP workbook ▸ identify today’s column

        Path: Teams Drive › Financial › PPP › 2025.
        Select current-month tab → locate column with today’s date.

    2. Run 10 RealPage reports ▸ transpose data to PPP

            Run each report in the exact order below and copy the indicated data points into the PPP workbook.
            (see Job Aids PPP-002 … PPP-011 for click-paths and screenshots)

1. Boxscore Summary
2. Delinquent & Prepaid
3. Leasing Activity Detail
4. Results & Decisions
5. Lease Expiration Detail
6. Lease Expiration Bar Chart
7. Maintenance Review
8. Availability
9. Total Billed & Collected
10. Lease Trade-Outs

    3. Save PPP as “PPP-{{PropertyCode}}-YYYY-MM-DD.xlsx”

        Keep in the same property folder; overwrite if re-run the same day.

    4. Email workbook to RM ▸ subject “PPP YYYY-MM-DD – {{Property}}”

        Attach file and send by 11:30 AM CST.

    5. RM reviews ▸ approves or returns for correction

If data aligns with owner targets → forward to Owners list.
If discrepancies → reply to PM with corrections needed.

6 KPIs & Compliance Metrics

7 Escalation – KPI Out-of-Tolerance

8 References

9 Revision History