Document Request List - Board
Updated: Mar 2
We are very excited to begin working with you all.
If you're receiving this note, we've already executed a contract and we'd like to begin the administrative portion of the transition as soon as possible.
After you give your current firm the 30-day notice please send an email to both them and us with an introduction. We will send them a request for the below-listed documents to begin the transition. If you have any of these documents where applicable, feel free to send them to us as soon as you can. You can send via Google Drive, Dropbox, or I can link you to our Sharefile folder for your building.
Owner details - names, unit number, email, phone, mailing address
Common charges amount list
Delinquent account balances
2021 & YTD Income & Expense reports
Maintenance & repair status sheet
Planned improvement details - vendors, SOW & COIs
Back-flow Preventer Inspector - Annual Contract
Elevator Maintenance - Annual Contract
Elevator Inspector Witnessing Firm
Fire Alarm Monitoring - Annual Contract
Fire Extinguisher Inspections - Annual Contract
Insurance - Annual Contract
Sponsor contact details
Sponsor open issues
Sprinkler Monthly Inspections - Annual Contract
Telephone - Elevator - Monthly
Electricity - Con Ed - Monthly
Gas National - Grid - Monthly
Water - NYC DEP - Monthly
Any other building-specific service contracts & bills
We welcome all questions so if anything comes up don't hesitate to reach out.
Have a great day!