Below is an overview of our standard block management services, which may vary depending on the terms of our appointment.

Financial Services:
– Develop an annual budget for service charges in line with the lease terms.
– Issue regular invoices and manage the collection of service charges and ground rent, including our management fees.
– Provide periodic reports on income, expenditure, and cash flow, as and when requested by directors.
– Co-ordinate the preparation of draft accounts by an independent accountant.
– Create a reserve fund plan for cyclical maintenance as per lease requirements.
– Handle weekly/monthly invoice payments.
– Manage arrears collection.
– Facilitate expert advice on block insurance and other relevant coverage from independent brokers.

Resident Relations:
– Address routine enquiries from homeowners, leaseholders and residents.
– Respond to solicitors’ and leaseholders’ queries regarding assignments and licences.
– Attend general meetings of homeowners and leaseholders, as agreed with the client.
– Administer insurance claims, if acting as the client’s company secretary.

Repair and Maintenance Management:
– Conduct regular site inspections and contractor meetings as per client agreement.
– Ensure compliance with risk management, fire safety, and health and safety standards.
– Promptly manage day-to-day repairs and maintenance.
– Develop maintenance plans and contracts for plant and machinery.
– Advise on major contract work and engage specialist professionals and contractors when needed.

Lease Compliance:
– Ensure adherence to lease terms and policies agreed with the Board of Directors, and instruct solicitors on breaches if necessary, with the freeholder’s authorisation.

Landlord and Tenant Advice:
– Provide guidance on residential landlord and tenant procedures, including relevant statutes and practices.

Client Support:
– Deliver status reports on agreed financial, maintenance, and legal matters.