BOOKKEEPING:

A/R:          Collect monthly contributions – monthly automatic withdrawal available

Follow-up of delinquent accounts – 30, 60, 90 day notices

Prepare and register caveats and initiate subsequent legal commencement as required

A/P:           Issue cheques for payment of invoices -board signature (approval) required

Submit government remittance as required

Monthly financial reporting – e-mailable

Maintain operating and reserve fund bank accounts and reserve fund investments

Prepare records for annual audit as required

ADMINISTRATIVE:

• Prepare annual “draft” operating budget for board approval
• Prepare and distribute annual assessment notices and approved budget to all owners
• Offer assistance with annual reserve fund planning
• Ensure that insurance policy renewals are in place – provide insurance appraisal “proposal”
• Prepare and distribute AGM notice and proxy – Attendance of AGM is optional
• Provide documents as requested, ie: for the sale of a unit –in accordance with The Act
• Register legal documents and document searches at Land Titles office

MISCELLANEOUS:

• Offer access to our emergency 24 hour answering service
• Additional service for miscellaneous projects available at an agreed service fee

BOARD MEETINGS

• Frequency of attendance per contract
• Prepare Agenda and monthly financial statement packages in advance of meetings
• Take Minutes at all board meetings and maintain on file historical
  Minutes for current and previous year
• Prepare and/or distribute newsletters per contract.
• Create and mail violation letters, and other correspondence to Unit owners as needed.

PROPERTY MANAGEMENT SERVICE

• Conduct routine site inspections of the community for the purpose of identifying bylaw
  violations and checking on the performance of Corporation vendors. Inspections are
  generally focused on seasonal demands like pool, landscape, drainage, and always
  include compliance requirements and routine follow up of vendor activity and
  performance.
• Provide assistance to Board to enforce all rules and regulations,
  Violation report included in each Board package for Board review.
  Note violations during on site inspections and sends letters promptly to those in non-
  compliance.
• Bids and Routine Maintenance
• Prepare bid specifications for larger jobs and oversee bid process
• Coordinate entire process of handling small maintenance issues in the community
• Maintenance calls come to our office. Work orders are issued to the proper vendor
  depending upon the nature of the work.
• Major repairs are inspected by management prior to issuing a work order
• Manage and oversee all vendors associated with your property
• By Project Management Contract – Review workmanship/performance of Corporation vendors/contractors and assure
  compliance is being achieved per the specifications in their contract
• By Project Management Contract – Coordinate preparation and execution of final contract documentation, including the verification of proper insurance, updated license status, lien releases, etc.

Please Contact Us for more information.