Document Request - Management
Updated: Mar 2
It's nice to virtually meet you. We're reaching out because we've been hired to manage a building you previously held. Management transitions can be awkward and tricky. But we want you to know WE GET IT. We've been on both sides of a management transition and we've found the best way to get through them is to be as transparent and cooperative as possible so that the actual transition has very minimal interruptions to the clients we value, as well as you & us. There's a lot of moving parts and we always hope this goes smoothly.
If you're receiving this note the Board has issued you a 30-day notice [let us know if otherwise], we've already executed a contract with the Board, and we want to begin the administrative transition as soon as possible.
We'd like to request the associations' complete file which usually includes the below listed documents. Feel free to send them to us via Google Drive, Dropbox, or I can link you to a Sharefile folder for the building.
We welcome all questions so if anything comes up don't hesitate to reach out.
Have a great day!
Current Year Budget
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
Online Account Logins for the Association
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