How should council prepare before contacting strata management firms?
Council should confirm its authority to hire a manager, read the current contract, define the building profile, choose one contact for bidder questions, set the timeline, agree on evaluation criteria, and record conflicts before firms are contacted.
Use this before council contacts management firms. The workbook helps council record the procurement plan, fill in the building profile, score proposals, run interviews, document conflicts, and manage the first ninety days after a change.
The PDF includes:
- a council readiness checklist
- a building profile worksheet firms can quote from
- distribution and confidentiality guidance
- a cover email for invited firms
- a six-criterion scoring rubric
- proposal scoring and side-by-side comparison sheets
- interview questions and a reference-call script
- red-flag and conflict-of-interest checklists
- contract review notes grounded in BC sources
- owner notice templates and a sixty-day transition checklist
- source links and council notes
This is council’s working file, not the document bidders see. Council keeps the workbook in its records. The separate RFP template goes to invited firms.
Prefer to read first? The guide this packet comes from explains it before council uses it.
