GOLD FORMULA

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ACCOUNTING

  • Plan and prepare the budget for the fiscal year with the board of directors
  • Collecting condominium fees on behalf of the board of directors
  • Bookkeeper by Simply Accounting Software
  • Produce a financial statement of operations
  • Acknowledgment of expenditures for budget items approved by the board of directors
  • Maintain a contingency fund approved by the board of directors
  • Monitor budget
  • Bank Reconciliation
  • Payment of condominium bills

MANAGEMENT AND ADMINISTRATION

  • Prepare meetings (minimum 2 per year, maximum 3 per year) of the board directors
  • Prepare and schedule the annual general meeting
  • Creation of documents for the annual general meeting
  • Sending the notice of the annual general meeting and the form of proxy
  • Provide quotes for work to be carried out in the various budget items to the board of directors
  • Completing the annual registration declaration (R.E.Q)
  • Updating of hot water tank replacement register, if applicable
  • Carry out collection of parking fees if applicable
  • The property manager and a member of the board of directors shall undertake a visual inspection of the building(s) to ensure physical fitness. In the uncertainty a professional in building inspection will be mandated and any expenses incurred will be the responsibility of the board of directors
  • Development of a building maintenance booklet in collaboration with the board of directors.
  • An inspection report of the building or buildings may be necessary depending on the condition or their condition
  • Proposal to optimize certain items of the declaration of co-ownership

SECRETARIAT

  • Send notices of contributions, notifications of meetings and any necessary correspondence
  • Maintain a register of co-owners or landlords and tenants
  • Maintain an electronic filing system for minutes of meetings of directors and annual general meeting
  • Maintain an electronic archiving system for financial statements, budgets, bank reconciliations and balance sheets
  • Draft the minutes of the annual general meeting
  • Draft the minutes of meetings of the board of directors

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