A Year in the Life of a ManCo
A Year in the Life of a ManCo

A Year in the Life of a ManCo

This is our initial expectation as to what the life of our ManCo will look like. We have attempted to model the first two years of our ManCo’s life.

The first year focuses on residents taking over the running of the ManCo, which includes the handover of the Shared Amenities from the Developer to the ManCo, plus the transiton from the incumbent Managing Agent to our new Managing Agent.

The second year shows what stable management might feel like.

It’s an exciting time for residents of The Dovecote!

Below you will find a list of years and months for which activities have been penciled in. This is our best guess as to how things will play out, but hopefully gives you an idea as to who needs to be involved in what activities and at what point in the year.

We start at month -2 in year 00 to cover the handover and transition activities. Click on any month and it will expand to show you what's going on at that point. You can click on a different year to see how we will quickly get into a standard monthly routine.

You can change what you see by clicking on the roles and activities listed here. Note that the more roles and activities you choose to see, the more complex a view you will get.

Which Roles Do You Want To Show?
Which Activities Do You Want To Show?
Monthly Display

Residents find themselves in the final stages of handover of the Public Open Space (POS) from Bloor Homes (BH) to FirstPort (OMA). The EGM to elect Resident Directors (RDs) and to initiate the transition from the OMA to the New Managing Agent (NMA) can be organised. Residents are about 2 months away from running the Management Company (MC).
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Handover
  • Liaise with all parties to ensure handover activities are on track
  • Facilitate preparation for the EGM, including:
    • Nomination of RDs
    • A vote for selection of RDs
    • A vote for appointing the NMA
    • This ensures the EGM runs smoothly and residents achieve everything they need to at the EGM
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Handover
  • Finalise handover from BH
  • Issue a communication to all Residents to advise on the transition process to the NMA
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Handover
  • Organise the EGM to be held locally in Drayton
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Handover
  • Finalise handover to OMA
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Handover
  • Not in place at this point
All Residents
All Residents
All Residents
Handover
  • In preparation for the EGM:
    • Nominate themselve (or other residents) as potential RDs
    • Vote for RDs
    • Vote for appointing the NMA
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Handover
  • Not in place at this point
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Handover
  • Not in place at this point

The handover from Bloor Homes to FirstPort (OMA) completes, the EGM is held at which residents are elected as Resident Directors and the transition to the New Managing Agent (NMA)/New Company Secretary (NCS) can be initiated. FirstPort is still involved at this point to support transition. Residents are about 1 month away from running the Management Company (MC).
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Handover
  • No longer involved
Transition
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Handover
  • Attend the EGM
  • Served notice at the EGM
Transition
  • Support transition to NMA
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Handover
  • Hold the EGM. Agenda likely to be:
    • Confirm handover from BH to OMA is complete
    • Elect RDs
    • Serve Notice to OMA and OCS
    • Appoint NMA and NCS
  • Served notice at the EGM
  • Issue minutes from the EGM
Transition
  • File changes to Directors and Company Secretary
  • Support transition to NCS
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Handover
  • No longer involved
Transition
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Handover
  • At the EGM, elected as RDs
Transition
  • Attend the first MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Handover
  • Attend the EGM
  • Vote on resolutions at the EGM
Transition
  • Not involved
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Handover
  • At the EGM, appointed as the NMA
Transition
  • Arrange insurances
  • Attend the first MC Board meeting
  • Manage the transition from OMA
  • Prepare a draft Service Charge Budget
  • Firm up on engagement of Service Providers
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Handover
  • At the EGM, appointed as the NCS
Transition
  • Organise the first MC Board meeting
  • Hold the first MC Board meeting. Agenda likely to be:
    • Review minutes from the EGM
    • Agree roles and responsibilities
    • Agree immediate priorities
    • Agree date of second MC Board meeting
  • Issue minutes from the first MC Board meeting
  • Organise the second MC Board meeting
  • Manage the transition from the OCS

Transition to the New Managing Agent (NMA) completes and Residents are now running the Management Company (MC). The focus is on initiating the first year of normal operations for the Management Company, taking us up to the end of 2024. This includes drafting of the Service Charge Budget and engaging Service Providers.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Transition
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Transition
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Transition
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Transition
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Transition
  • Attend the second MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Transition
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Transition
  • Prepare papers in support of the second MC Board meeting
  • Attend the second MC Board meeting
  • Issue approved Service Charge Budget and individual Service Charge invoices to all Residents
  • Formally engage Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Transition
  • Hold the second MC Board meeting. Agenda likely to be:
    • Review actions from the first MC Board meeting
    • Review status of immediate priorities
    • Review status of transition from OMA to NMA and OCS to NCS
    • Review draft Service Charge Budget
    • Review engagements with Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the second MC Board meeting
  • Organise the next MC Board meeting

This is month 1 of the Residents running the Management Company (MC). The Service Charge budget needs to be finalised and issued to every homeowner. This will fund activities through to the end of 2024.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

This is month 2 of the Residents running the Management Company (MC). The focus is on collecting Service Charge fees from homeowners and ensuring Service Providers are delivering against their contractual commitments.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

This is month 3 of the Residents running the Management Company (MC). The focus continues to be on collecting Service Charge fees from homeowners and ensuring Service Providers are delivering against their contractual commitments. A quarterly review of the Public Open Space (POS) may be undertaken at this point, in order to identify ad-hoc maintenance work that may be required.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions

Organise a quarterly review of the Public Open Space

New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

This is month 4 of the Residents running the Management Company (MC). The focus is on chasing up the final few outstanding Service Charge fees from homeowners and ensuring Service Providers are delivering against their contractual commitments.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

This is month 5 of the Residents running the Management Company (MC). Outstanding Service Charge fees from homeowners may be moving into a debt collection stage. Service Providers should be well established. A company Confirmation Statement needs to be filed by 22/12.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
    • Issue minutes from the MC Board meeting
    • Organise the next MC Board meeting

A regular month for the Management Company (MC). Debt collection could be a real focus at this point. Service Providers should be well established. A quarterly review of the Public Open Space (POS) may be undertaken at this point, in order to identify ad-hoc maintenance work that may be required.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions

Organise a quarterly review of the Public Open Space

New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

A regular month for the Management Company (MC). Everything should be running smoothly by now. An AGM needs to be organised.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

A regular month for the Management Company (MC). Everything should be running smoothly by now. The AGM will be held to allow residents to review the performance of the MC.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

A regular month for the Management Company (MC). A quarterly review of the Public Open Space (POS) may be undertaken at this point, in order to identify ad-hoc maintenance work that may be required.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
  • Organise a quarterly review of the Public Open Space
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

A regular month for the Management Company (MC). Thoughts are switching to preparing for the next Service Charge year. A review of Service Providers is likely to be needed.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

A regular month for the Management Company (MC). Service Provider contracts will be renewed and an AGM will be organised.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
End of Year Process
  • Not involved
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
End of Year Process
  • Not involved
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
End of Year Process
  • Prepare a draft Service Charge Budget
  • Firm up on engagement of Service Providers
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
    • Review End of Year status:
      • Review draft Service Charge Budget
      • Review engagements with Service Providers
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting
End of Year Process
  • Not involved

A regular month for the Management Company (MC). A quarterly review of the Public Open Space (POS) may be undertaken at this point, in order to identify ad-hoc maintenance work that may be required. The Service Charge Budget for the next year will be drafted and the AGM will be held.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
End of Year Process
  • Not involved
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
End of Year Process
  • Not involved
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
  • Organise a quarterly review of the Public Open Space
End of Year Process
  • Issue approved Service Charge Budget and individual Service Charge invoices to all Residents
  • Formally engage Service Providers
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
    • Review End of Year status:
      • Review draft Service Charge Budget
      • Review engagements with Service Providers
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting
End of Year Process
  • Not involved

A regular month for the Management Company (MC). Thoughts are switching to preparing for the next Service Charge year. A review of Service Providers is likely to be needed.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

A regular month for the Management Company (MC). Service Provider contracts will be renewed and an AGM will be organised. Dormant company accounts to be filed by 30/09.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
End of Year Process
  • Not involved
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
End of Year Process
  • Not involved
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
End of Year Process
  • Prepare a draft Service Charge Budget
  • Firm up on engagement of Service Providers
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
    • Review End of Year status:
      • Review draft Service Charge Budget
      • Review engagements with Service Providers
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting
End of Year Process
  • Not involved

A regular month for the Management Company (MC). A quarterly review of the Public Open Space (POS) may be undertaken at this point, in order to identify ad-hoc maintenance work that may be required. The Service Charge Budget for the next year will be drafted and the AGM will be held.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
End of Year Process
  • Not involved
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
End of Year Process
  • Not involved
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
  • Organise a quarterly review of the Public Open Space
End of Year Process
  • Issue approved Service Charge Budget and individual Service Charge invoices to all Residents
  • Formally engage Service Providers
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
    • Review End of Year status:
      • Review draft Service Charge Budget
      • Review engagements with Service Providers
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting
End of Year Process
  • Not involved

A regular month for the Management Company (MC). Thoughts are switching to preparing for the next Service Charge year. A review of Service Providers is likely to be needed.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting

A regular month for the Management Company (MC). Service Provider contracts will be renewed and an AGM will be organised.
The Dovecote Residents
The Dovecote Residents
The Dovecote Residents" Association (TDRA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Old Managing Agent (OMA)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Old Company Secretary (OCS)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Bloor Homes (BH)
Bloor Homes (BH)
Bloor Homes (BH)
Monthly Process
  • No longer involved
End of Year Process
  • No longer involved
Resident Directors (RDs)
Resident Directors (RDs)
Resident Directors (RDs)
Monthly Process
  • Attend the next MC Board meeting
  • Support the NMA as required
End of Year Process
  • Not involved
All Residents
All Residents
All Residents
Monthly Process
  • Raise issues with NMA (as and when required)
End of Year Process
  • Not involved
New Managing Agent (NMA)
New Managing Agent (NMA)
New Managing Agent (NMA)
Monthly Process
  • Prepare papers in support of the next MC Board meeting
  • Attend the next MC Board meeting
  • Manage collections of Service Charge payments from Residents (including debt collection)
  • Manage service delivery by Service Providers
  • Manage incoming Residents and outgoing Residents
  • Manage issues raised by Residents
  • Manage banking transactions
End of Year Process
  • Prepare a draft Service Charge Budget
  • Firm up on engagement of Service Providers
New Company Secretary (NCS)
New Company Secretary (NCS)
New Company Secretary (NCS)
Monthly Process
  • Hold the next MC Board meeting. Agenda likely to be:
    • Review actions from the last MC Board meeting
    • Review status of Service Charge payments (including debt collections)
    • Review issues raised by Residents
    • Review status of service delivery by Service Providers
    • Review incoming residents and outgoing residents (property transfers)
    • Review MC financial position including any proposed ad-hoc NMA charges
    • Review End of Year status:
      • Review draft Service Charge Budget
      • Review engagements with Service Providers
  • Issue minutes from the MC Board meeting
  • Organise the next MC Board meeting
End of Year Process
  • Not involved
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