Owners Corporation Health Check

Contact Details

Full Name
Email Address
Phone Number
Property Address
OC Number (if known)

1. Documents & Records

Item	Status / Notes	Upload
Latest AGM & EGM minutes		Drag & drop or click to upload
Rules of the OC (model or customised?)		Drag & drop or click to upload
Certificate of Title for common property		Drag & drop or click to upload
Plan of Subdivision (PS) and any amendments		Drag & drop or click to upload
List of lot entitlements and liabilities		Drag & drop or click to upload
Current insurance policies and certificates		Drag & drop or click to upload
Recent maintenance plans and reports		Drag & drop or click to upload
Contracts with service providers (cleaning, lifts, fire, etc.)		Drag & drop or click to upload
Data retention and privacy policies		Drag & drop or click to upload

2. Financial Health

Item	Status / Notes	Upload
Balance sheet, income & expense reports (last 2�3 years)		Drag & drop or click to upload
Administrative & maintenance fund balances		Drag & drop or click to upload
Current levies, arrears, and collection processes		Drag & drop or click to upload
Approved budget		Drag & drop or click to upload
Future capital works plan (if applicable)		Drag & drop or click to upload
Any special levies planned or issued		Drag & drop or click to upload
Audit history or issues flagged		Drag & drop or click to upload
Outstanding debts or disputes (e.g. unpaid invoices, VCAT orders)		Drag & drop or click to upload

3. Maintenance & Compliance

Item	Status / Notes	Upload
Annual Essential Safety Measures (ESM) Reports		Drag & drop or click to upload
Status of common property (photos, inspections)		Drag & drop or click to upload
Regular contractor servicing logs (e.g. lifts, HVAC)		Drag & drop or click to upload
Pending or overdue repairs and maintenance		Drag & drop or click to upload
Maintenance plan (10-year plan recommended under OC Act)		Drag & drop or click to upload
Electrical, fire, plumbing, structural compliance		Drag & drop or click to upload
Asbestos register (if applicable)		Drag & drop or click to upload

4. Governance & Compliance

Item	Status / Notes	Upload
Regularity and quality of AGMs		Drag & drop or click to upload
Committee structure: roles defined? active?		Drag & drop or click to upload
OC rules registered with Land Use Victoria?		Drag & drop or click to upload
Owners Corporation Register (accurate, up-to-date)?		Drag & drop or click to upload
Disputes lodged at VCAT or with members?		Drag & drop or click to upload
Are owners aware of their rights/responsibilities?		Drag & drop or click to upload

5. Engagement & Culture

Item	Status / Notes	Upload
Communication: Are updates regular and accessible?		Drag & drop or click to upload
Email/portal access for members?		Drag & drop or click to upload
Satisfaction with current manager?		Drag & drop or click to upload
Complaints about services or contractor performance?		Drag & drop or click to upload
Transparency on fee setting and decision-making?		Drag & drop or click to upload

6. Transition Readiness

Item	Status / Notes	Upload
Are all records available in digital format?		Drag & drop or click to upload
Can current manager provide full access and documents?		Drag & drop or click to upload
Willingness of committee or chairperson to facilitate change?		Drag & drop or click to upload
Contract end dates and termination notice periods		Drag & drop or click to upload
Signed authority from the chair or committee		Drag & drop or click to upload

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