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Inventory Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Inventory Intake Form

"I need an Inventory Intake Form for a newly renovated 3-bedroom townhouse in Manchester that we're letting to students from March 2025, with particular emphasis on documenting all new appliances and recent refurbishments."

What is a Inventory Intake Form?

The Inventory Intake Form is a essential document in property management within England and Wales, designed to protect both landlords and tenants by providing a detailed record of a property's condition and contents. This document is typically used at the beginning and end of tenancies, serving as a reference point for deposit returns and potential disputes. The form includes comprehensive details about the property's condition, utilities, furnishings, and any existing damage or wear. It must comply with various regulations including the Housing Act 2004 and the Tenant Fees Act 2019, making it a crucial tool for professional property management and tenant relations.

What sections should be included in a Inventory Intake Form?

1. Property Details: Basic property information including full address, property type, and number of rooms/floors

2. Inventory Information: Date and time of inventory, names of clerk/assessor, and type of report (check-in/check-out)

3. Utility Readings: All meter readings including gas, electricity, water with meter serial numbers and locations

4. Keys and Security: Comprehensive list of all keys, fobs, alarm codes, and security devices provided

5. Room-by-Room Description: Detailed assessment of each room including walls, floors, windows, fixtures, and fittings

6. Declaration: Sign-off section confirming accuracy of the inventory and agreement by relevant parties

What sections are optional to include in a Inventory Intake Form?

1. External Areas: Detailed description of gardens, parking spaces, outbuildings, and external storage areas - used for properties with outdoor spaces

2. Furniture Inventory: Detailed list and condition of all furniture items - required for furnished properties only

3. Appliance Details: Make, model, and condition of all appliances including manuals and warranty information - used for properties with significant appliances

4. Compliance Certificates: Section for recording details of gas safety, electrical safety, and EPC certificates - required for rental properties

What schedules should be included in a Inventory Intake Form?

1. Schedule A - Photographic Evidence: Dated and labeled photographs documenting the condition of the property and any specific damage or issues

2. Schedule B - Meter Reading Records: Photographs and documentation of all utility meter readings taken during inventory

3. Schedule C - Keys Schedule: Detailed inventory of all keys, fobs, and access devices with photographs and identification numbers

4. Schedule D - Furniture Schedule: Comprehensive list of furniture items with condition notes and photographs (for furnished properties)

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses

























Industries

Consumer Rights Act 2015: Key legislation for rental property inventories, establishing requirements for transparency and fairness in documentation, as well as standards for condition reporting.

GDPR and Data Protection Act 2018: Legislation governing the collection and storage of personal data, including requirements for privacy notices, consent, and data retention policies in inventory documentation.

Housing Act 2004: Establishes requirements for documenting property condition and health and safety considerations in rental properties, directly impacting inventory content requirements.

Landlord and Tenant Act 1985: Sets out standards for property condition and landlord's obligations regarding property maintenance that must be reflected in inventory documentation.

Housing and Planning Act 2016: Updates to property standards and documentation requirements that affect how inventories must be prepared and maintained.

Tenant Fees Act 2019: Legislation restricting charges to tenants and impacting check-in/check-out procedures in inventory processes.

Deregulation Act 2015: Contains requirements for property documentation and has implications for deposit protection that must be considered in inventory preparation.

Industry Standards: Professional standards set by bodies like ARLA Propertymark that influence best practices in inventory preparation and documentation.

Deposit Protection Requirements: Regulations surrounding deposit protection schemes that affect how inventories must be prepared to be valid for deposit disputes.

Local Authority Regulations: Specific local government requirements that may affect inventory documentation and property standards in different jurisdictions.

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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