Services
“Specialists in heritage and listed buildings”
| DESCRIPTION | INCLUDED |
| Opening and handing bank accounts | Yes |
| Opening and handling bank accounts | Yes |
| Collecting service charges and reserve fund contributions including sending demands and associated summaries and any required statements | Yes |
| Processing payments relating to the property within expenditure limits and funds available or as reasonable expediency shall dictate | Yes |
| Providing information to accountants prior to the preparation of annual service charge accounts | Yes |
| Using best endeavours to collect current and on-going routine service charge arrears but not action requiring legal work or tribunals | Yes |
| Providing reasonable management information to the lessees | Yes |
| Liaising with the Client | Yes |
| Liaising with any recognized resident(s) association(s) | Yes |
| Entering into and managing maintenance contracts on behalf of the Client | Yes |
| Viewing, without the use of inspection equipment, the common parts of the Property to check condition and deal with any necessary repairs other than major repairs | Yes |
| Preparing specifications and contracts for minor works and services such as cleaning, gardening, window cleaning and overseeing such works | Yes |
| Organising periodic health and safety checks (but not specialist checks and tests) and ensuring appropriate risk assessments are in place | Yes |
| Consultation with the Client on management matters | Yes |
| Consultation with the Client on long-term agreements except for consultation on the appointment of a managing agent | Yes |
| Visiting the Property (minimum of every 6 months) | Yes |
| Dealing with day-to-day lessee issues and reporting to and taking instruction from the Client on lessees dissatisfaction | Yes |
| Advising the Client on all relevant legislative and regulatory issues and general interpretation of leases | Yes |
| Maintaining adequate/suitable files and records on the management of the property | Yes |
| Keeping records of residents and tenancy details where provided | Yes |
| Advising and liaising with the Client on management policy | Yes |
| Obtaining tenders for major work | Yes |
| Arranging venues for AGMs and EGM`s | Yes |