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New Occupation Contract Checklist


This Checklist for a New Occupation Contract can be used by a residential landlord or letting agent to assist a new residential letting in Wales.

There are links to templates and guidance. The checklist covers:

  1. Information gathering before marketing a property for let (EPCs, preparation of inventories, etc)
  2. Pre-tenancy matters (reference checking, holding deposits, etc.)
  3. Fixed and Periodic Occupation Contracts (non-model versions)
  4. Protection of the tenancy deposit
  5. Providing essential and best practice information and documentation to the tenant 
  6. Complying with health and safety requirements
  7. Guidance on HMOs

This Checklist is in open format.  Either enter the requisite details in the “steps taken” column or adjust the wording to suit your purposes.

Once you have purchased access to the appropriate document folder click on the “Download Document” button below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.

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