San Francisco · Readiness check
Rent increase preparation checklist — San Francisco
What to have in hand before you serve a §827 notice. Done, skipped or unknown; unknowns stay highlighted because a missing licence or a wrong regime is what makes an increase unenforceable. Same steps as the workspace, on one screen.
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done
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skipped
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unknown
Coverage
2Established the certificate of occupancy date and whether the unit is a single-family home or condo
Ordinance (pre-June-1979, 2+ units) vs TPA vs exempt.
Not marked
Checked the lease for the Costa-Hawkins exemption notice (SFD/condo) or a programme addendum
Not marked
Licence and history
4Housing Inventory report for this unit filed and the rent increase licence showing in the Rent Board Portal
Ordinance units; sourced 29 Sep 2026.
Not marked
Found the anniversary date (last increase or tenancy start)
Once per 12 months.
Not marked
Confirmed the base rent excluding passthroughs
Not marked
Listed any banked years, passthroughs or petitions separately
Own arithmetic and notices; verify with the Rent Board.
Not marked
Amount and dates
4Ordinance: used this year's allowable (1.6% to 28 Feb 2027; 1.4% before)
Sourced 29 Sep 2026.
Not marked
TPA: used 5% + the state-table CPI figure, capped at 10%
CPI figure verified for the current period.
Not marked
Rounded down
Not marked
Counted 30 days (90 above 10%), +5 if mailed, then the anniversary, then the next rent-due day
Civ. Code 827.
Not marked
Notice and service
2Written notice stating new rent, effective date and components
No prescribed form; Rent Board sample (verify).
Not marked
Planned the service method and recorded the proof
Not marked
Evidence
1Set up the file: CO record, licence screenshot, calculation, notice copy, proof of service
And a note of the next eligible increase date.
Not marked