Scope of Services
A precise list of management duties, delegated powers, and excluded responsibilities to avoid scope creep and clarify performance expectations.
A well-drafted strata management agreement reduces disputes, clarifies financial responsibilities, and documents service levels and compliance obligations, making enforcement and audits simpler for boards and managers.
Managers, board members, property owners, and legal counsel each play distinct roles in preparing and approving strata management documents.
Final approval commonly requires a board resolution and signatures from authorized representatives to bind the strata corporation and the management provider.
| Field | Configuration |
|---|---|
| Signing Order | Sequential or parallel routing as required by board resolution |
| Authentication | Email + SMS code for owners; KBA or ID check for high-risk signers |
| Reminders | Automated reminders after defined intervals until completed |
| Storage Location | Set destination folder in document management or cloud storage |
Verify platform capabilities to meet authentication, audit trail, integration, and retention requirements.
Ensure chosen tools can export tamper-evident signed PDFs and produce an auditable certificate of completion for each transaction.
A precise list of management duties, delegated powers, and excluded responsibilities to avoid scope creep and clarify performance expectations.
Transparent schedule of base fees, variable charges, reimbursement policies, and procedures for levy collection and late payments.
Frequency and format for financial and operational reports to the board, including audit and reserve fund statements.
Required coverages, indemnity clauses, and limits that allocate risk between manager and strata corporation.
Contract duration, notice requirements, cure periods, and post-termination transition obligations for records and funds.
Mediation and arbitration provisions, governing law selection, and venue for resolving contract disputes.
Adopt before the start of the fiscal year; specific timing varies by bylaws
Owners typically receive notice 14–60 days before the meeting; check bylaws
Set in levy schedule; enforce late fees according to agreement
Define response windows for urgent and routine repairs
Specify timeframe for providing requested owner or regulator records
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |