1. Business Documentation for New Business Registration or Business Renewal

• Franchisees’ Letter of Intent (Franchise Renewal) to Franchisor (Every 1 or 5 Years) As Needed

• Confidentiality Agreement (Franchise Renewal) to Franchisor (Every 1 or 5 Years) As Needed

• Corporate Branch or Franchisees’ Letter of Intent to Main Lessor/Sub Lessor (Yearly)

• Corporate Branch or Franchisees’ Certificate (TBD)

  • Corporate Branches or Franchisees’ License to Operate (TBD)

  • Corporate Branches or Franchisees’ License to Use Trademark (TBD)

  • Endorsement Letter from Main Lessor/Sub Lessor (Yearly)

• Community Tax Certificate (COC) (One-Time)

• Barangay Business Permit (One-Time)

• DTI or SEC Certificate, Articles of Incorporation, and By-Laws (Every 5 Years)

• BIR Registration (0605) (Yearly)

  • BIR Certificate of Registration (2303) (Yearly)

  • BIR Manual Books of Accounts or Looseleaf Registration (CRJ, CDJ, GL, GJ)

  • BIR – ATP (Authority to Print) (Yearly)

• Mayor’s or Business Permit (Yearly)

  • Building Permit (One-Time)

  • Occupancy Permit (One-Time)

  • Sanitary Permit – Semi-Annual or Annual Health Cards (Yearly)

  • Occupational Health and Safety Clearance – Reports (Yearly)

  • Fire Certificate – Fire Extinguisher and Smoke Detectors (Yearly)

  • ESMO Clearance Certificate – Garbage Bins and Disposal System (Yearly)

  • Certificate of Annual Inspection (Yearly)

  • Zoning Certification (Yearly)

  • Locational Clearance (Yearly)

  • Ecology Clearance (One-Time)

• Employee Mandatory Benefits (SSS, PHIC, and HDMF)

• Department of Labor and Employment – 1020 (Business Registration and Compliance)

  • Department of Labor and Employment (Occupational Health and Safety Committee)

  • Department of Labor and Employment (First Aider, Safety Officer – SO1 Training)

  • Department of Labor and Employment (Company Policies, Occupational Health and Safety Policy Orientation and Acknowledgement of Employees)

  • Department of Labor and Employment (Occupational Health and Safety Monthly and Annual Reports) E.g. Incidents and Accidents

• Other Required Business Documentation (As Needed)

2. Business Operations Checklist (CapEx Items are Subject to change depending on the Chosen Business Franchise Package)

• Business Orientation and On-Boarding of Franchisee – General Manager, Safety Officer and First-Aider (Owner), Admin and Operations Manager (Employee)

• Rental Fees (Advance Rentals & Security Deposits)

• Design & Build (Leasehold Repairs & Improvements)

• Office Equipment, Furniture, and Fixtures 

• Office Supplies, Consumables, and Other Products

• Linens

• Central Management Dashboard and Partner Dashboard (Operations Manual)

• Website, Web and Mobile Apps Setup (Booking Engine and Task Management System)

• Mobile POS Setup (Orders, Sales, Inventory and Time Management)

• Daily Branch Journal, Job Order, Cash Disbursement, and Card Purchases Log Sheet

• Admin, HR, Accounting & Finance Report Templates (Monthly, Quarterly, and Annually)

  • Client Intake Form and Response

  • Membership Form and Response

  • Inventory Form and Response

  • E-leave Form and Response

  • Job Application Form and Response

  • Notice of Violation Form and Response

  • Independent Service Provider’s Agreement

  • Reservations Log Sheet

  • Daily Weekly PT Report

  • Monthly Sales Report, Income Statement, and Cash Disbursements

  • Monthly Payout Report (Billable Hours, Net Sales Commissions, and Deductions)

  • Monthly Manual Books of Accounts (CRJ, CDJ, GL, GJ)

  • Daily Weekly PT Report

  • Monthly Capital Expenditures Report

  • Monthly Utility Report

  • Quarterly Income Statement Report

  • Annual Budget Planning Report

  • Annual Financial Statement Report (Profit and Loss Statement, Cash Flow Statement, and Notes to FS)

• Business Operations Schedules

  • Admin, Accounting, and Finance Schedules

  • Weekly Schedule and Area of Responsibilities