LEAD DISCLOSURE PACKET PREPARATION

Use for planning and follow-up. This is not the disclosure form, required
pamphlet, a lead inspection, completed legal review or exposure assessment.
Keep actual property documents and resident information in a protected record.

Housing and transaction
- Property and unit:
- Construction date and supporting source:
- Lease or sublease and proposed commencement date:
- Federal coverage or specific reviewed exception and supporting evidence:
- Additional state, local or assisted-housing requirements checked:

Known information and records
- Known paint or hazards, locations, condition and basis of knowledge:
- Available report titles, dates, scope and authors:
- Relevant common-area and building-wide records:
- Materials actually provided and unresolved missing information:

Pamphlet and disclosure
- Approved pamphlet language and version:
- Appropriate supplement if using an older edition:
- Required warning, statements and property information reviewed:
- Required lessor, renter and applicable agent acknowledgments/signatures:
- Chosen workflow can collect every required party:

Delivery and receipt
- Required materials supplied before rental commitment:
- Electronic delivery disclosures and consent process, if used:
- Access to all pages and ability to retain the packet verified:
- Applicable paper route:
- Actual receipt acknowledgments and dated signatures checked:
- Saved packet, delivery record and commencement date:
- Retention duties and any longer period or legal hold reviewed:

Ongoing questions
- New reports or conditions to review at renewal:
- Separate qualified assessment, repair or abatement follow-up:
- Responsible person and next review date:

Current official starting points
EPA disclosure guidance:
https://www.epa.gov/lead/real-estate-disclosures-about-potential-lead-hazards
EPA pamphlets and supplements:
https://www.epa.gov/lead/protect-your-family-lead-your-home-real-estate-disclosure
Federal certification and retention requirements:
https://www.ecfr.gov/current/title-40/chapter-I/subchapter-R/part-745/subpart-F/section-745.113

Do not infer a lead-free finding from fresh paint, a routine inspection or no
knowledge of a hazard. Disclosure and lead-safe assessment or repair are
separate processes. For a possible exposure, seek qualified medical advice.