Document Request List - Board

Hello, Board!

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.

• EIN letter

• 2021 Budget

• Owner details - names, unit number, email, phone, mailing address

• Common charges amount list

• Delinquent account balances

• 2021 & YTD Income & Expense reports
  

• Condo Book

• By-Laws

• House rules
  

• Maintenance & repair status sheet

• Planned improvement details - vendors, SOW & COIs
  

• Abatement information

• Accountant

• Attorney

• Back-flow Preventer Inspector - Annual Contract

• Bank statements

• 
Elevator Maintenance - Annual Contract

• Elevator Inspector Witnessing Firm

• Fire Alarm Monitoring - Annual Contract

• 
Fire Extinguisher Inspections - Annual Contract

• Insurance - Annual Contract

• Internet Line


• Landscaper

• Meeting Minutes

• Pest Control


• Sponsor contact details

• Sponsor open issues

• Sprinkler Monthly Inspections - Annual Contract

• Tax filings

• Telephone - Elevator
 - Monthly

• Utilities

  • 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!

-Chastity