Preparation checklist
Tenant Screening Compliance Addendum
Only when screening is turned on.
Tenant Screening Compliance Addendum
Preparation checklist — provider-specific agreement is still required. This page does not activate screening or authorize a report.
Before screening can be enabled
Identify the screening provider and the jurisdictions served. Obtain and review the provider agreement, permitted-use requirements, applicant notices and authorization forms, report access rules and retention requirements. These documents must be approved for the actual service before any screening request.
Handling a request
An authorized staff member must confirm a lawful permissible purpose and obtain the applicant authorization required for the selected service. Keep that evidence with the application. Restrict reports to staff who need them for the authorized purpose; do not send sensitive reports through ordinary email.
Review and notices
A qualified person must review the result and any potential decision. Prepare the applicable adverse-action notices and dispute instructions with the provider and legal reviewer. A software score or automated recommendation is not authorization to deny housing.
Documents still to attach
Screening provider agreement; jurisdiction-specific applicant disclosure and authorization; adverse-action notice and dispute instructions; staff access and retention procedure. These have not been supplied and are not represented as complete.
Version: KM-SCREENING-COMPLIANCE-2026-09-11-DRAFT-1
Return to the agreement sequence