Responsibilities - Contract Module

The Responsibilities page allows you to document the lease responsibilities agreed upon by both parties in the lease agreement. Examples of responsibilities which might be stipulated in a lease can include (but are not limited to) maintenance, pest control, snow removal, or landscaping.

To navigate to the Responsibilities page:

Navigate to Contract > Abstract Info > Responsibilities.

Use the links in the Navigation Pane on the leftmost side of the page.
Follow a procedure below.

Add a Responsibility

To add a responsibility:

Click Add Item.

This displays in the Actions menu on the right side of the page.
Select the responsibility group from the Group field.

Create a new group or category.

Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.
Select the type of responsibility from the Type field.

If you want to create a new type, follow the Add a Type procedures.

Types are the second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.
Select the maintenance category from the Maintenance Category field.

Note:
This field is functional. If you use our Facility module, the data you enter in the fields in these sub-procedures will be pulled over to the asset.

If you want to create a new category code, follow the Add an Asset Category Code procedures.
Select the party responsible for maintenance from the Maintain field.

The values that you will typically use in this and the next two fields are “landlord” and “tenant”.
Select the party responsible for repairs from the Repair field.
Select the party responsible for replacement from the Replace field.

To add selectable values for the Maintain, Repair, or Replace fields, follow the Add a Group procedures.
Select how the landlord will pass the cost of the responsibility to the tenant from the Pass-Through Type field.
Enter the cap amount in the Cap Amount field.
Enter the cap percentage in the Cap Percent field.
Select the Included in Rent Flag check box if the cost associated with this responsibility is included in the base rent.
Enter the level of service the service person can offer in the Service Level field.
Select the individual responsible for performing the service from the Service Person field.

To add a new person, follow the Add a Person in the Add Person window procedures.
Select the expected response time from the Response Time field.
Enter the effective date of the responsibility in the Effective Date field.

You can also click Calendar to open the Date Picker and select the appropriate date.

This field should automatically populate with the effective date you entered earlier.
Enter the expiration / end date of the responsibility in the Expire / End Date field.

You can also click Calendar to open the Date Picker and select the appropriate date.
Enter the financial amount associated with this responsibility in the Contract Amount field.
Enter any comments in the Comments field.
Select the covenant this responsibility is associated with from the Covenant field.
Enter the section of the covenant this responsibility is associated with in the Section field.
Select the amendment this responsibility is associated with from the Amendment field.

You can view information about an amendment by selecting an amendment from the field and then clicking the View .
Click Save Changes.

This displays in the Actions menu on the right side of the page.

The page refreshes, and the responsibility is added to the Contract Responsibilities List.

Responsibilities - Contract Module

Add a Responsibility

Edit a Responsibility

Delete a Responsibility

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