Operational Services
- Coordinating information with all parties
- Customized annual plans to prevent unexpected expenses and service disruptions
- Regular inspections to identify deficiencies and aid in maintenance planning
- Implementing preventive maintenance programs
- Establishing emergency plans and communicating fire safety instructions
- Contract procurement. Competitive bidding to ensure your property partners with top-tier professionals
- Administering and supervising contract tendering
- Supervising all trades and suppliers
- Custom manuals to ensure effective communication and streamlined operations
- Ensuring properties meet government regulations
- Emergency support line for after hour emergencies
Financial Services
- Monthly financial statements delivered by the 20th of each month to the board of directors outlining up to date financial health
- Guidance in crafting accurate annual budgets
- Accounts receivable and payable management
- Timely common element fee collection
- Investment of surplus funds to align with community goals with regular progress updates
- Reserve fund study reviews
- Support during the annual audit process, ensuring all requirements are met with compliance
Administrative Services
- Enforcing the Condominium Act, 1998, declaration, by-laws and rules
- Timely CAO filings. Ensuring all filings are completed on time and in compliance with the corporations regulatory obligations
- Managing sensitive issues and relationships with tact and diplomacy
- Meeting Management. Planning and execution of board meetings, AGMs and town halls
- Preparing status certificates
- Preparing electronic logs and spreadsheets for status certificates and building inspections
- Maintaining client documents and records such as owner’s lists, trades list, contract summary, annual budget, annual plans and site information sheets
- Assistance with welcome packages for all new residents