Block Management

We’ve focused on creating a detailed list of steps that will assist in any and all of your block management and onboarding preparation.

Meeting with the new Development’s Directors to review and sign Management contract and discuss an effective handover process.

Read and Review the Lease documentation. An understanding of the lease would help with better management of the Development

Meeting with Directors to further discuss management of the development and what they can expect from our team.

Attend Development and ensure compliance on all Health and Safety / Fire Risks assessment of all common areas.
Further ensure regulatory compliance in-line with industry guidelines
Put in place insurance and ensure annual renewal
Promptly arrange works resulting from Health and Safety / Fire Risk Assessment reports

Carry out regular visits to conduct inspection of common parts and deal promptly with matters that arise
Further carry out ‘white-glove’ test to ensure cleaning is done to a high standard
Check for any minor issues which could be easily missed and arrange for immediate repair
Prepare specification for periodic works i.e. Gardening, Cleaning, Windows etc. and arrange to tender for and also administering of, maintenance contracts.
Oversee works carried out by contractor to ensure they are done properly and to the required standards.
Oversee and manage major works on site; working collaboratively with Residents and contractors

Work together with Directors and leaseholder to build a robust budget in order to ensure sufficient funds are available to pay for services provided to the development
Issue service charge budgets and accounts on time and also collect and process service charge / ground rent payments
Prepare and file annual financial Accounts and other statutory information with Companies House
Provide up-to-date financial information to Residents
Under statutory trust, effectively maintain Client’s funds in interest bearing bank account

Hold regular meetings and Annual General Meetings as agreed in the Management Contract and also ad-hoc site visits
Keep Residents updated via telephone, email and posted letters
Provide management information via the company’s dedicated Clients’ online portal
Dealing with Residents’ queries promptly and effectively
Provide details regarding Company’s compliant procedures to Residents

Meeting with the new Development’s Directors to review and sign Management contract and discuss an effective handover process.

Following the above steps will ensure you are ready to begin the Onboarding process. We hope these tips help you have a smooth transition.

Our Professional Standards

Our surveying practice is widely recognised for its professionalism and we are members of the following regulatory bodies: