Request for Proposal: Condos, Townhomes, and Other Communities Thank you for your interest in a proposal from Inspire Property Management. The more information you provide, the better we will be able to respond with a proposal that includes the services you value most.How did you hear about us?(Required)Please let us know how you heard about us.GoogleBingBetter Business BureauChamber of CommerceCondominium Home Owners Associationclient or contact of Caroline Thiessenclient or contact of Greg Bickertclient or contact of Jodi Crydermanclient or contact of Kyle Flintclient or contact of Mercy Millerclient or contact of Nolan SisettOtherAre you on the strata council or board of directors?(Required) yes no In most cases, it is best that we deal directly with the strata council, board of directors, or a person delegated authority to act on their behalf. If you are not a member of the strata council, board of directors, or a person with delegated authority, we may not be able to assist you. If you are making a general inquiry as a concerned owner, consider contacting us before requesting a proposal. General Inquiries: Extension 0030 Kelowna: (778) 738-0234 Penticton: (778) 646-2106 Peachland: (236) 579-4321 Have you spoken to one of our staff before completing this form? yes no Please note that we are not always accepting new clients. If we are not accepting clients, it may be due to: scheduling, for example: too many clients wanting to start at the same time portfolio, for example: the experienced managers may not have capacity to represent another client without giving up other obligations training and experience, for example: the junior managers may not have experience or training to work with a type of client other business reasons If you have not spoken with one of our staff, you should have an initial conversation with us so that we can confirm that we are likely to offer services to represent your community. If we cannot provide the service you require, we will try to refer you to someone who may. General Inquiries: Extension 0030 Kelowna: (778) 738-0234 Penticton: (778) 646-2106 Peachland: (236) 579-4321 Requester's Name(Required) Email(Required) Phone(Required)Property Type(Required) Strata Plan Society Co-Op/Other Are you part of a phased strata plan? yes no I don't know Legal Name(Required)Example: The Owners, Strata Plan EPS9876 Informal of Operating NameThe building name or name on signage Property Address(Required) Street Address City Postal Code PhasesA phased strata plan is a type of development when the owner developer plans to construct multiple buildings and allow each completed building to be occupied while they continue to build the remaining homes. The Strata Property Act prescribes how each new phase joins with the strata plan, when strata fees must be paid for the new phase, and other matters.Are all phases built? yes no Number of phases already builtTotal number of phases after all are builtUnits already builtTotal number of units after all are builtUnitsPlease note that our pricing is not directly related to the number of units in the community. Most of our pricing will be based on the cost of our time for an ordinary month of service. But, certain costs, like software licensing, banking, and time to implement strata fees changes, will change based on the number of units in the community.If part of a phased strata plan, please answer based on the units currently built.Condo/Apartments(Required) yes no Condos/Apartment Units(Required)Townhomes(Required) yes no Townhome Units(Required)Bare Land(Required) yes no Bare Land Units(Required)Commercial(Required) yes no Commercial Units(Required)Total UnitsTypes of Services Please indicate the types of services you are most interested in having us propose. If you are unsure, let us know in the notes at the end of this form.Financial ServicesFinancial services includes general bookkeeping, accounts payable, accounts receivable, bank reconciliations, monthly reporting, and more. Nearly all clients in a strata plan greater than 5 units select this service.Financial Services(Required) yes no MeetingsMeetings may be included or excluded from any type of agreement we offer. Meetings that are included will be included at a discount compared to extra meetings or meetings that are excluded from the agreement. So, you should include as many meetings that you expect to have, but should not overestimate so you don't pay for meetings you won't need. If preparation of minutes is included in the agreement, the service will be provided at discount versus minutes we are requested to prepare for an excluded or extra meeting. In other words, council may continue to prepare their own minutes to save on cost or have us prepare minutes if that is a service valued by the strata council. Nearly all strata plans greater than 5 units will have us attend at least quarterly council meetings plus the annual general meeting.Meetings(Required)Meetings includes attendance at meetings, preparation of notices of meetings, and distribution of minutes. yes no Minutes(Required)Minutes includes preparing minutes to record decisions made at council or general meetings. yes no Estimated Meetings(Required)The number of meetings you wish us to attend.Administration & OperationsAdministration includes record keeping, writing letters, making requests for proposals, coordinating maintenance, and more. We offer flat rate agreements, where nearly all ordinary requests and directions are included as part of the monthly fee. This service is most most popular with strata plans greater than 20 units. We can also offer these services with a set allotment of time. This allows strata council's who are very active and hands on to only use our services when needed. This service allows smaller strata plans to get the help they need, without having to pay for the "full package". Nearly all strata plans smaller than 20 units select this service.Administration & Operations(Required)Assist with administration and operations yes no Fee StructureWhat type of fee structure interests you most fixed monthly fee allotted time Estimated Time (per month)Please estimate how much of our time you believe you will need for administration and operations, on a monthly basis.DescriptionDescribe the reason you are requesting a proposal. Are you unhappy with your current service provider? Is there a minority of owners that are causing difficulty for the majority? Is there one or more owners that make your general meetings drag on and end in screaming matches? Has a critical council member recently resigned leaving the remaining members unsure how to administer the strata corporation? It is in our mutual best interest that you make us aware of the types of issues your community face and what has caused frustration in the past. Failure to disclose matters that will affected our relationship can result in an unexpected escalation of fees or cancellation of the contract if we learn that we cannot provide the services you need.Tell us about your communityRecords for ReviewThere are a number of records that we will need to review before providing a proposal. If you have already spoken with us and we indicated that it is likely we will offer our services to you, we ask that you email these records to the strata manager with whom you spoke as soon as practicable. Or, you may reply to the email confirmation you will receive after submitting this form and attach the requested records.Records that can be sharedPlease indicate which records your strata corporation has created and obtained. You will be asked to forward as many of these records as possible before we provide a formal proposal. financial statement, most recent strata plan, including amendments disclosure statement, if still under construction bylaws, the version usually given to a purchaser minutes, from the last 2 years depreciation report, if any insurance appraisal, if any Any other document you believe is relevant to a proposal for service
