Condo NameLegal #Address Street Address City AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Province Postal Code Style# of Units1) Board/Admin DetailsHow many Board members currently?Average length of service# members that live on siteOwnersTenantsHow often does the Board meet?Who prepares Agenda?Minutes?What responsibilities does your Property Manager have prior to each meeting?Major issues in the past 6 months being dealt with at the meetingsAny ongoing or pending legal issues?Any current committees? (Y/N) If so please list with their primary focusPolicies- Any written polices created to complement the bylaws?YesNoWelcome Package for new Owners/Tenants created?YesNoMoving Coordinator- (Y/N) Whose responsibilityIntercom Coordinator- (Y/N) Whose responsibility2) Building DetailsCurrent Maintenance Issues-Current HVAC & Plumbing Service contracts in place (Y/N) and frequency of inspection ( Monthly/quarterly/other)Current service contract providers that have been set up to date: HVACPlumbingLandscaping / Snow removalCleaningLocksmithFire / SprinklerSecurityElevatorParkadeOtherOutstanding Issues with ContractorsUpcoming Capital Expenses required to upgrade buildingAmenity rooms? (Y/N) If so please listLast Reserve Fund StudyProvider:Has the Board drafted a Reserve Fund Plan?YesNo3) FinancialAny current expenses vary noticeably from their budgeted amount?Does Board have any Site plans, As-built drawings, operating manuals and current warranty certificates?YesNoHas an audit been completed?YesNoAverage monthly condo feeLast increase %Date of last increaseCurrent # of owners in arrears> 90 daysIf Yes, what is the average $/unit for the fiscal year?Current Reserve Fund amountReserve Fund held inGIC'sSavings AcctOtherAre any Special Assessments planned or approved to date?YesNoWhat is the total amount of the assessment planned?Current financial institution-If it makes financial sense, would you be willing to switch banks?YesNoAuto withdrawal available for owners?Current expense approval procedure- Who approves expenses/ signs cheques?Any employees hired by the Corporation? (Y/N). If so for what type of workCurrent WCB account?YesNoAny claims?YesNoInsuranceAppraisal completed?# of Insurance claims in the past 5 yearsCauses-4) Property ManagerCurrent Mgmt CompanyLength of ServiceIssues of ConcernAnticipated Timeline for Selection of ManagerAnticipated Timeline of ChangeoverExpected Priorities for New ManagerFrom the Board's perspective, what are the 3 most important responsibilities that you want your Property Manager to focus on to create a successful long term partnership. Preferred Contract LengthAdditional Comments Δ
