Types 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 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.

Meetings 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.

Administration 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.

Describe 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.

There 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.