At Clearsights, we like to keep things simple, transparent and easy to understand. This is especially true for the services we offer. Unlike so many other cookie-cutter condo managers, we don’t offer a one-size-fits-all approach, since your community is unique and has unique needs.
Choose from three different levels of support from us, depending on what you need; our clearEcono package covers the basics to cover your financials and basic financials, the clearStandard package includes account management and payments, and our clearMax package covers everything from vendor management to proactive strategic management to make sure your condo management is truly flawlessly efficient.
clear ECONO |
clear STANDARD |
clear MAX |
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Budget and Financial Statements |
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Operating budget (revenues and expenses) | |||
Preparation of the provisional budgets | |||
Management of the contingency fund | |||
Banking Reconciliation | |||
Balance sheet | |||
Common fees | |||
Repartition of fees between co-owners | |||
Preparation of contribution statements (payment request for fees from co-owners) | |||
Collection of fees and ensuring recovery (AR) | |||
Deposit of sums received and management of current operations fund | |||
Treasury Management | |||
Payment of invoices (AP) | |||
Preparation of current accounts vs. budget | |||
Investment of contingency fund in safe investments | |||
Employee payroll | |||
Preparation of documents for notarized transations | |||
Deposit of annual tax filings | |||
Control and signing of cheques | |||
Negotiation with creditors if additional financing if needed |
clear ECONO |
clear STANDARD |
clear MAX |
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Official documents |
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Maintenance of the registry of the association | |||
Communications |
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Preparation of the necessary documents for the convocation and holding of the assembly of co-owners (annual or special) | |||
Redaction of the minutes of the assembly and their communication | |||
Reception and handling of co-owner requests for the council | |||
Transmission of the decisions of the council to co-owners, service providers and third parties | |||
General secretariat of the co-property | |||
Monitoring and compliance of condominium bylaws | |||
Insurance |
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Negociation of terms and conditions of renewal premiums to maturity | |||
Completion and tracking of necessary paperwork | |||
Disaster management | |||
Recruitment |
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Recruitment of personnel with the direction of the council | |||
Management of personnel |
clear ECONO |
clear STANDARD |
clear MAX |
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Maintenance |
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Support service 24 hours a day, 7 days a week (in case of emergency) | |||
Supervision of work, respect of timelines, quality control, and follow-up for observed deficiencies | |||
Periodical building inspection by building professionals if necessary | |||
Establish a preventative maintenance program (asset management, maintenance log, contingency fund study) | |||
Suggestions for improvements on current operations and facilities | |||
Purchase of required supplies for building maintenance | |||
Follow-up of decisions for the council regarding maintenance work | |||
Planning and supervision of major construction, maintenance and renovation | |||
Analysis of major expenses for the upgrading of the property | |||
Concierge service | |||
Contracts |
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Selection of service providers and management of tenders | |||
Negociation of contracts (Ex: maintenance, contractors, building professionals, janitor…) | |||
Analysis of tenders and submission of recommendations to the council to be taken into consideration | |||
Preparation of purchase orders |