Pro Admin – Craigs Test

Hello

Firstly, let's get to know you. Who are you? *

An owner
A trustee
Neither of the above, but a resident

(Select the option which best describes your role)

Name *

First

Last

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Phone *

Email *

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Complex Name *

Province *

Number of Units *

Administrative Affairs

When was your last AGM held? *

Are trustees' meetings held regularly? *

Are Levy Statements sent timeously - normally (not mandatory) by the 25th of each month? *

Dispute mechanisms

Are dispute mechanisms in place, transparent and used to great effect with outcomes communicated to involved parties? *

Are the majority of disputes resolved before reaching CSOS or the courts? *

Do you think the relevant skills are present within the Trustees and/or Managing Agent to manage disputes efffectively, to minimise costs and disruption to the scheme's well-being? *

Is your Levy PQ calculated correctly and EUA registered? *

Financial Affairs

I have seen regular Audited Financial Statements from the scheme *

Management Accounts vs Budget variances *

Are Tax, PAYE, UIF registrations and submissions up to date? *

Are cash reserves in place? *

Arrears *

Arrears protocol - cost to collect outstanding levies *

Municipal accounts *

Legislative Adherence in accordance with the Act

Insurance correctly structured, fidelity in place, correct PQ's reflected and appropriate values applied *

Fire equipment serviced annually *

Three-year insurance valuation done? *

Trustees are trained and seek counsel on matters pertaining to their duties (Yes, this is a requirement as per the Act) *

Scheme has POPI and PAIA manuals, procedures and protocols in place to protect owner's and residents personal data. *

Maintenance issues *

Management and Conduct Rules

Are they relevant to your scheme? *

Are they lodged with CSOS? *

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