Condo Name Legal # 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 siteOwners Tenants How 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 meetings Any ongoing or pending legal issues? Any current committees? (Y/N) If so please list with their primary focus Policies- Any written polices created to complement the bylaws?YesNoWelcome Package for new Owners/Tenants created?YesNoMoving Coordinator- (Y/N) Whose responsibility Intercom Coordinator- (Y/N) Whose responsibility 2) 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: HVAC Plumbing Landscaping / Snow removal Cleaning Locksmith Fire / Sprinkler Security Elevator Parkade Other Outstanding Issues with Contractors Upcoming Capital Expenses required to upgrade building Amenity rooms? (Y/N) If so please list Last Reserve Fund Study Provider: 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 fee Last increase % Date of last increase Current # of owners in arrears > 90 days If Yes, what is the average $/unit for the fiscal year? Current Reserve Fund amount Reserve Fund held in GIC's Savings Acct Other Are 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 work Current WCB account?YesNoAny claims?YesNoInsurance Appraisal completed? # of Insurance claims in the past 5 years Causes- 4) Property ManagerCurrent Mgmt Company Length of Service Issues of Concern Anticipated Timeline for Selection of Manager Anticipated Timeline of Changeover Expected Priorities for New Manager From 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 Length Additional Comments Δ
