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Table of Contents

PART I DEVELOPMENT PLANNING
& FEASIBILITY
1 Community Types & Business Models 2
2 Feasibility Analysis 9
3 Site Selection & Due Diligence 19
4 Zoning, Permitting & Entitlements 30
5 Professional Development Team 42
6 Master Planning 52
7 Utility & Infrastructure Planning, Design, and Management 64
8 Development Budgeting & Financial Modeling 76
9 Funding & Financing 90
10 Procurement & Contract Management 102
11 Development Timeline & Project Management 114
PART II OPERATIONS
12 Resident Screening & Applications 128
13 Community Rules & Governance 140
14 Security & Safety Management 152
15 Technology Systems & Software 164
16 Operations & Property Management 174
17 Maintenance Programs & Asset Management 184
18 Marketing & Occupancy Strategy 194
19 Risk Management & Insurance 204
20 Long-Term Asset Management & Capital Planning 216
21 Exit, Succession & Asset Disposition Planning 228
TOOLS & RESOURCES
▤ PART III Forms, Templates & Toolkits 228
⚙ PART IV Standard Operating Procedures Library 257
▣ PART V Master Development Toolkit 266
▥ Appendices 273
A-Z Glossary of Terms 283
Aa Acronym Directory 289
☷ Master Index 295