The condo board’s templates
The documents a board rewrites from a blank page every year: the meeting agenda, the accounts check, the works tracker, the building walkthrough, the request for quotes. In Word format, ready to fill in.
General meeting agenda
Eight sections, one resolution per item, with the applicable majority next to each.
See the templateAccounts check before the meeting
Eight checks, in order, with the document to ask the agent for at each step.
See the templateWorks tracking sheet
From the voted quote to the snags being cleared: eight sections so no project drops out of sight.
See the templateAnnual building walkthrough
Eight areas to go through once a year, with what to look at in each.
See the templateProxy form for the general meeting
The written mandate an absent owner gives their proxy holder, with the particulars without which it will be set aside.
See the templateCondo board meeting minutes
Decision, owner, deadline: the short format that separates a board that moves forward from a discussion group.
See the templateWater damage report
Dated observation, source, damage, photos: what has to be written on the day for the insurer to follow.
See the templateCondo board handover file
What an outgoing board passes to the next one, so a term does not start from a blank page.
See the templateTender specification
The document that makes three quotes genuinely comparable, because they finally answer the same question.
See the templateGeneral meeting notice
The eight compulsory particulars, in order, with the documents to attach depending on the items listed.
See the templateGeneral meeting minutes
Resolution by resolution, with the vote count and the names of dissenters — the entry that opens the right to challenge.
See the templateAttendance sheet and proxies
Sign-in, principals represented, vote totals: the document proving who was voting and with how many votes.
See the templateFormal notice for unpaid charges
The letter the managing agent must send, and what the board checks before the acceleration of the debt is lost.
See the templateRequest to add an item to the agenda
Getting a question before the meeting, worded so it can be put to the vote as it stands.
See the templateLetter requesting quotes
A recorded-delivery letter that cites the statute, sets a deadline and goes into the meeting file.
See the templateAnnual report template
The condo board’s yearly report to the general meeting: ten ready-to-fill sections, in Word format.
See the templateWhy these templates exist
Because a condo board’s difficulty is almost never legal. It is documentary: knowing what to write, in what order, and forgetting nothing before the meeting.
Written for the board, not for the agent
Each template starts from what the board has to check or obtain, not from what a professional is used to producing.
Every rule is sourced
Act of 10 July 1965, decree of 17 March 1967: the articles are cited so you can quote them in the meeting.
Editable, not frozen PDFs
The Word format opens in Word, LibreOffice and Google Docs. You cut, you add, you fit it to your building.
Templates solve the blank page. For the rest of the year, there is CoproHarmony.
A template gives you the structure. What is missing when you sit down to fill it in is the substance: which quote arrived in March, which incident was reported in June, what the agent replied. CoproHarmony keeps that thread across the whole term.
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