Header
Property name, address, lease ID, and reconciliation period. Include tenant name and suite number for unambiguous identification and matching to lease records.
A professionally prepared CAMR clarifies expense allocation, reduces disputes, and supports accurate accounting for both parties while documenting adjustments required by the lease.
Typical participants in CAM reconciliations include property managers, tenants’ accounting teams, and lease administrators.
Each party should keep a signed copy of the final CAMR and supporting backup for audit and tax purposes.
Property name, address, lease ID, and reconciliation period. Include tenant name and suite number for unambiguous identification and matching to lease records.
Itemized operating expenses (e.g., landscape, HVAC, utilities, insurance, management) with column for estimated, actual, variance, and attachments referencing source invoices or contracts.
Tenant pro rata share calculation with square footage denominator, any tenant exclusions, and formula showing how each line was apportioned.
Year-end credits or charges, prior-period corrections, and allowed amortizations. Clearly state the reason and reference supporting documents.
Totals showing amounts due or refundable, any escrow offsets, and a net balance that the landlord or tenant owes under the lease terms.
Signature block for authorized landlord and tenant representatives, printed name, title, date, and space for notarization or witness information if required.
| Document Template | Create a reusable CAMR template with fields and calculations |
|---|---|
| Reviewer Sequence | Set the reviewer order: property manager then tenant accountant |
| Authentication Level | Choose email link or SMS code for signer verification |
| Attachments Required | Make invoice upload mandatory for each expense line |
| Notification Rules | Set reminders for outstanding reviews or signatures |
Use a platform that supports fillable PDFs, secure storage, audit trails, and the integrations you need.
Ensure the chosen solution meets ESIGN/UETA standards and preserves an audit trail (timestamps, IP, signer identity) for enforceability and recordkeeping.
Issue CAMR within 60–120 days after fiscal year-end per lease terms
Commonly 30 days to review and raise objections
Net balance often due 30 days after final statement
Late payment provisions per lease may apply
Keep CAMR and backups per retention policy
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |