{"kind":"demo-statement-of-work-package","version":"wave-1","sourceDemo":{"slug":"property-management","title":"Property Management Pipeline Portal","archetype":"A5","canonicalPath":"/demo-library/property-management","appPath":"/demo-apps/property-management","subdomain":"property-management.ideas-realized.com"},"buyerAgreement":{"productName":"LeaseOps Portal","buyerDefault":"Harborstone Property Group","recommendedTier":"Owner packet pilot","investmentSummary":"$24k-$45k setup and $1.2k-$4k/month recurring. 40 percent due at signature for packet policy review and tenant setup.","targetLaunchWindow":"Weeks 6-10; 10 days data prep, 20 days portal hardening, 15 days active onboarding pilot.","term":"45-day onboarding pilot for one property management team and up to 60 active property records.","productionDomain":"property-management.ideas-realized.com","previewUrl":"https://property-management.ideas-realized.com"},"statementOfWork":{"sowTitle":"LeaseOps Portal statement of work package","summary":"A buyer-signable SOW packet for turning Property Management Pipeline Portal into a paid, rebrandable property management onboarding software for owner packets and lease operations pilot with scoped deliverables, acceptance gates, data responsibilities, support terms, change controls, and signature ownership.","buyer":"Harborstone Property Group","productName":"LeaseOps Portal","recommendedTier":"Owner packet pilot","investmentSummary":"$24k-$45k setup and $1.2k-$4k/month recurring. 40 percent due at signature for packet policy review and tenant setup.","targetLaunchWindow":"Weeks 6-10; 10 days data prep, 20 days portal hardening, 15 days active onboarding pilot.","term":"45-day onboarding pilot for one property management team and up to 60 active property records.","productionDomain":"property-management.ideas-realized.com","previewUrl":"https://property-management.ideas-realized.com","scopeModules":[{"label":"Tenant setup","deliverable":"Portfolio onboarding workspace","scope":"Configure property stages, owner packet requirements, roles, brand tokens, and launch dashboard.","acceptanceSignal":"Pipeline stage, launch checklist, and owner queue reflect the same property."},{"label":"Data onboarding","deliverable":"Property and document import","scope":"Map property records, owner contacts, packet status, rent-ready tasks, and accounting handoff fields.","acceptanceSignal":"Exception queue exists; document type mapping needs final labels."},{"label":"Workflow configuration","deliverable":"Document reminders and rent-ready blockers","scope":"Configure missing packet reminders, blocker escalation, accounting export preflight, and launch readiness checks.","acceptanceSignal":"Spec includes roles, document objects, integrations, and launch assets."},{"label":"Pilot review","deliverable":"Portfolio handoff package","scope":"Deliver readiness report, accounting field exceptions, owner message templates, and expansion recommendation.","acceptanceSignal":"Export an accounting handoff file that passes field completeness review."}],"milestones":[{"phase":"Kickoff","timing":"Days 1-7","owner":"Client sponsor","deliverable":"Packet policy, portfolio records, and accounting handoff are confirmed.","exitSignal":"Import file and required document matrix approved.","paymentTie":"40 percent due at signature for packet policy review and tenant setup."},{"phase":"Configuration","timing":"Days 8-25","owner":"Implementation lead","deliverable":"Portal, document checklist, rent-ready tasks, and export preflight are configured.","exitSignal":"Admin can move a property from intake to rent-ready review.","paymentTie":"40 percent due after property import, rent-ready stages, and owner message templates pass admin review."},{"phase":"Pilot","timing":"Days 26-45","owner":"Portfolio manager","deliverable":"Team uses the workflow for live onboarding records and weekly blocker review.","exitSignal":"Accounting handoff sample and launch readiness report are accepted.","paymentTie":"20 percent due after accounting handoff sample and launch readiness report are accepted."}],"acceptanceCriteria":["At least 40 property records import with required owner and unit fields.","Missing owner packet reminders reflect the client-approved document matrix.","Rent-ready blockers are visible by owner, stage, property, and next action.","Accounting handoff export passes completeness review for the pilot portfolio.","Packet policy approved: Required document matrix, owner message tone, and escalation owner approved.","Portfolio import accepted: Pilot portfolio records imported and exception list accepted by the portfolio manager.","Accounting handoff accepted: Export sample passes completeness review for the destination accounting workflow."],"buyerResponsibilities":["Approve owner packet requirements before automated reminders are enabled.","Provide accounting export expectations and destination field names.","Assign one operations lead to validate rent-ready stages and blocker definitions.","Property export with owner, unit, rent, reserve, and onboarding stage fields.","Required owner packet list with legal or policy owner sign-off.","Rent-ready checklist, blocker definitions, and escalation owners.","Accounting export format or sample import file from the destination system."],"vendorResponsibilities":["Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation.","A buyer-ready support model for launching Property Management Pipeline Portal with triaged tickets, service levels, training artifacts, success milestones, and renewal proof tied to the first pilot cohort.","Launch support thread: Business days during pilot","Maintain the demo-derived production domain plan for property-management.ideas-realized.com."],"dataResponsibilities":[{"owner":"Buyer operations owner","responsibilities":["Import a small cohort of new-owner records, reconcile property identifiers with the PMS, then invite internal managers before owner-facing portal access.","Owner and property export: provide 20 to 120 owner/property records from AppFolio, Buildium, QuickBooks, or onboarding spreadsheet with [object Object], [object Object], [object Object], [object Object].","Document checklist: provide 8 to 20 document rows per property from Shared drive, portal export, or intake checklist with [object Object], [object Object], [object Object], [object Object].","Rent-ready task list: provide 5 to 18 tasks per property from Property manager spreadsheet or maintenance board with [object Object], [object Object], [object Object]."]},{"owner":"Ideas Realized implementation lead","responsibilities":["The first pilot can run from owner and property exports while file uploads and PMS sync are scoped. The import map makes missing documents, accounting blockers, and launch tasks visible immediately.","PMS identifier match: Owner and property records need stable identifiers before accounting export. Resolution: Confirm PMS owner ID and property ID fields during import dry-run.","Sensitive document storage: Tax, banking, and lease file handling cannot use placeholder document URLs. Resolution: Use status-only imports until secure storage and permissions are configured.","Owner-visible message approval: Incomplete message templates can create confusing owner portal status. Resolution: Approve the first-week owner message sequence before invites."]}],"serviceLevels":[{"channel":"Launch support thread","coverage":"Business days during pilot","response":"Next business day","included":"Import questions, packet requirement changes, blocker review, and export troubleshooting."},{"channel":"Weekly onboarding review","coverage":"One 45-minute session per week","response":"Scheduled","included":"Portfolio blocker review, message template tuning, and accounting handoff exceptions."}],"changeOrderControls":["Resident portal, payment collection, or maintenance vendor dispatch: Quote as a separate module after owner onboarding is accepted. Owner: Growth lead.","Two-way accounting ledger sync: Requires accounting system API review and reconciliation test plan. Owner: Implementation lead."],"exclusions":["No payment collection, trust accounting, or ledger replacement in the first pilot.","No resident portal commitments unless the resident workflow add-on is signed.","Document retention and compliance language must be approved by the buyer before owner reminders are enabled.","Do not represent the pilot as an accounting system replacement.","Do not automate legal document reminders without buyer-approved wording.","Do not add resident payment scope to the base pilot."],"legalReviewNotes":["This demo SOW package is a sales and implementation planning artifact, not legal advice.","Final MSA, DPA, payment terms, taxes, procurement language, and security addenda require buyer/legal review before signature.","No regulated production data should be loaded until data-processing, access, retention, and incident-response terms are approved."],"signatureBlocks":[{"role":"Client sponsor","responsibility":"Approves budget, pilot scope, and launch decision."},{"role":"Buyer operations owner","responsibility":"Provides source data, validates workflow language, and accepts launch criteria."},{"role":"Ideas Realized implementation lead","responsibility":"Owns configuration, runbook, QA evidence, and post-pilot backlog recommendation."}]},"counts":{"scopeModuleCount":4,"milestoneCount":3,"acceptanceCriteriaCount":7,"buyerResponsibilityCount":7,"vendorResponsibilityCount":4,"dataResponsibilityCount":8,"serviceLevelCount":2,"changeOrderControlCount":2,"exclusionCount":6,"legalReviewNoteCount":3,"signatureBlockCount":3},"implementationManifest":{"markdownPath":"/demo-library/property-management/statement-of-work","jsonPath":"/demo-library/property-management/statement-of-work.json","dealDeskPackagePath":"/demo-library/property-management/deal-desk","dealDeskPackageJsonPath":"/demo-library/property-management/deal-desk.json","procurementPackPath":"/demo-library/property-management/procurement-pack","clientProposalPath":"/demo-library/property-management/client-proposal","clientLaunchPlanJsonPath":"/demo-library/property-management/client-launch-plan.json","implementationWorkOrderPath":"/demo-library/property-management/implementation-work-order","deploymentLaunchPlanJsonPath":"/demo-library/property-management/deployment-launch.json","productionDataContractJsonPath":"/demo-library/property-management/data-contract.json","tenantSeedPackageJsonPath":"/demo-library/property-management/tenant-seed-package.json","launchRoomPath":"/demo-library/property-management/launch-room","firstProofUrl":"https://property-management.ideas-realized.com?screen=accounting","firstProofScreen":"accounting"}}