A fillable week-by-week handover playbook for BC strata councils switching management firms without losing records, vendors, banking control, or owner trust.
This packet is for councils that have selected a replacement firm, or are close enough that the handover needs to be planned before notice is sent.
The PDF includes:
a Day -60 to Day +30 visual transition timeline
phase checklists for notice, records, handover control, Day 0, and the first month
a records handover inventory split between RESA-mandated categories and council-useful additions
banking, signing-authority, insurance, vendor, and owner-communication pages
paste-ready vendor and owner notices
an expanded transition risk register
BC-specific source notes, source links, council notes, and fillable checkboxes
If council has not picked a replacement yet, do that before sending notice.
Prefer to read first? The related public page gives the context before you use the packet.
When you're ready
Want two or three BC firms matched to your building?
Strata Match scores firms by size, geography, capacity, portfolio type,
reputation, and issue fit, then a person checks the shortlist before you
see it. Free for councils. You decide who gets introduced.