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 Local Government Unit (Yearly)

• 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)

  • Lease or Sub-lease Agreement from Main Lessor/Sub Lessor (Yearly/As Needed)

  • 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 Health (LMT – Licensed Massage Therapist – 1:20 NCII Massage Therapists/Attendants)

• 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), Team Leader (LMT or Senior NCII Massage Therapist)

• Rental Fees (Advance Rentals & Security Deposits)

• Design & Build (Leasehold Repairs & Improvements)

• Office and Spa Equipment, Spa Paraphernalia, Furniture, and Fixtures (Accent Plants, Blinds, Computers, Printers, Music Players, Speakers, Monitors, CCTV Set, Smart TV, Aircon Units, Electric Fans, Oil Burners, Diffusers, Water Heater, Water Dispenser, Rice Cookers, Manicure and Pedicure Sets, Foot Spa Machines, Cups, Stones, Lockers, Storage Racks, Shoe Racks, Filing Cabinets, Stationery Cabinets, Front-Desk Counter, Modular Room Dividers, Stool Chairs, Massage Bed, Massage Chairs, Office Chairs, Console Tables, Side Tables, Baskets, Hangers, Trolley Carts, Sofa, Mirrors, Lighted Build-Up Signages, Extension Cords, Insect Repellent Machines, and Other Interior Displays)

• Office and Spa Supplies, Consumables, and Other Products (Arch File Folders, File Storage Boxes, Copy Papers, File Trays, Clip Boards, Brown and Mailing Envelopes, Essential Oils, Massage Oils, Lotion, Alcohol, Hair Spa, Ear Candles, Facial Masks, Body & Foot Scrub, Nail Polish, Callus Remover, and Foot Soak)

• Linens (Slippers, Partition Curtains, Room Curtains, Curtain Straps, Fitted and Flat Bed Sheets, Bed Runners, Bath, Foot, and Hot Towels, Bathrobes, Shorts, Pillow Cases, Scrub Covers, and Uniforms)

• 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