Knowledge base base

25 step-by-step guides for running your building.

Getting started

Your first-month checklist for a self-managed Condo CorporationThe essential tasks to set up a self-managed building so nothing is missed.Who does what on the committeeA plain guide to the chairperson, secretary and treasurer roles.Inviting owners to the owner portalHow to get every owner online so they can help themselves.

Condo fees and money

How to set a yearly budgetWork out what the building needs to spend and how much each owner pays.Sending condo fees noticesGet notices out on time by email or post.Following up late condo feesA fair, staged approach to overdue payments.Letting owners pay onlineHow online payments work and what owners see.Reconciling the bank each monthMake sure the cashbook matches the bank statement.Approving and paying invoicesA safe process for paying contractors.Preparing year-end financial reportsWhat to prepare for owners before the annual AGM.

Meetings

Running your AGMPlan, hold and record the annual meeting.Voting, proxies and quorum explainedHow votes work and what makes a decision valid.Holding committee meetingsQuick, recorded decisions between general meetings.

Maintenance

Handling a repair requestFrom an owner's report to a finished job.Getting and comparing quotesA fair process for choosing contractors.Checking contractor insurance and licencesProtect the building from uninsured work.Approving owner renovationsHow to handle requests to change a unit.

Compliance and insurance

Keeping on top of complianceNever miss a safety or legal deadline.Renewing building insuranceMake sure the building is properly covered.

Records

What records to keep and for how longThe documents every building should keep safely.Handling certificate requests from buyersRespond to sale enquiries correctly and on time.Dealing with a rule or by-law breachResolve issues fairly before they escalate.

Changing from a manager

How to move from a strata manager to self-managementSteps to take over your building's admin.Records to request at handoverA checklist for what your outgoing manager should hand over.Entering opening balancesStart your books with the right numbers.

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