Franchisee handover

Property handover form

Fill out this form for each building you manage. Required fields are marked with *. Your entry is saved to the ACE master list and emailed to the team when you submit.

Scroll down to fill in this form — it takes approximately 10 minutes to complete.

0 / 8 required

Autosaves to this device as you type

Submitted by

So we know which outgoing franchisee sent this handover.

Your name*

Your email*

Key building information

Property name*

Building address*

OC plan number*

Number of lots*

Building type*

Territory franchisee*

Financial information

Financial year end date

Investment accounts (include account details)

Financial loans (include account details)

Contract details

Contract start date

Contract expiry

Management fees (incl. GST)

Disbursement fees (incl. GST)

Annual additional services (incl. GST)

Annual insurance commission fees (incl. GST)

Notes on contract signing (past issues, concerns on pricing / insurance commissions, who objected to signing in the past)

Insurance details

Insurance provider

Insurance expiry date

Policy number

Informed consent obtained (include meeting or motion date)

Last valuation date

Outstanding insurance claims

Key contacts for building

Committee details

Building managers, caretakers etc.

Property access person

Additional items

Relationship status (between OC manager and committee)

Location of meters, switchboard, communication cupboards

Debt collection instructions

Accounts with debt collection

Debt collection process

Debt collection status

Lawyer details

Contractor information

Plumber

Electrician

Fire contractor

ESM contractor

Fire contractor (secondary)

Cleaner

Gardener

Lift

Other important contractors

Meeting information details

Last AGM date

Next meeting booked

AGM general business items update

General items unresolved

Additional information

Any special resolutions or instructions

Submitting sends this handover to the ACE team and adds it to the master spreadsheet.