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Documents needed
for a purchase of a resale unit

To obtain the most benefit from a Condo Diagnostics condominium document review, you need to provide the following selection of documents. Call Condo Diagnostics at (403) 269-4321 with your condition date, and arrange to send over your document package. We typically need about three to five business days from the time we receive a good and complete document package.

  • Current Operating Budget and Fee Schedule
  • Most recent Special Assessment letter (within last 18 months) if it occurred
  • Balance Sheet for year to date (from last month) and/or statement regarding how much is in the reserve fund
  • Most recent Audited Financial Statements (maybe last two sets if available)
  • Reserve Fund Study and Reserve Fund Plan
  • Registered By-Laws (and any draft proposed by-laws)
  • Any House Rules and Regulations
  • Annual General Meeting Minutes (last two sets)
  • Board Meeting Minutes (3 or 4 recent sets)
  • Any recent Newsletters that may be available
  • Current Insurance Certificate for the Corporation
  • Management Contract (if they have a management company)
  • Most recent Post-Tension Report (if the building is post-tension)
  • Engineering Reports on any aspect of the Building (if any have been done)
  • Restrictive Covenant on Parking (if parking is titled)
  • Parking Lease (if there is one)
  • Architectural Restrictive Covenant (if there is one)
  • Recreational Agreement (if there is one)
  • Party Wall Agreement (if there is one)
  • Offer to Purchase or Sales Agreement
  • MLS Listing and any realtor-provided information on the unit

Documents needed for a purchase of a newly constructed unit

To obtain the most benefit from a Condo Diagnostics condominium document review, you need to provide the following selection of documents. Call Condo Diagnostics at (403) 269-4321 with your condition date, and arrange to send over your document package. We typically need about three to five business days from the time we receive a good and complete document package.

  • Offer to Purchase
  • Specifications of unit
  • Specifications of common property
  • Proposed Operating Budget
  • Proposed Fee Schedule with Unit Factors
  • Proposed By-Laws
  • Proposed Management Contract
  • Proposed Condominium Plan
  • Proposed Site Plan & Landscaping Plan
  • Restrictive Covenant on Parking (if parking is titled)
  • Parking Lease (if there is one)
  • Architectural Restrictive Covenant (if there is one)
  • Recreational Agreement (if there is one)
  • Party Wall Agreement (if there is one)
  • Phasing Agreement (if the complex is being developed in stages)
  • Easements and Right-of-Way Agreements
  • Conveyancing Agreement
  • New Home Warranty Program
  • Life Lease Agreement (if this complex is for older residents on that basis)

Documents needed for a purchase of a conversion

To obtain the most benefit from a Condo Diagnostics condominium document review, you need to provide the following selection of documents. Call Condo Diagnostics at (403) 269-4321 with your condition date, and arrange to send over your document package. We typically need about three to five business days from the time we receive a good and complete document package.

  • Offer to Purchase
  • Specifications of Unit
  • List of Changes to the Common Property
  • Proposed Operating Budget and Fee Schedule
  • Reserve Fund Study and Reserve Fund Plan
  • Proposed By-Laws
  • Proposed Management Contract
  • Proposed Condominium Plan
  • Restrictive Covenant on Parking (if parking is titled)
  • Parking Lease (if there is one)
  • Architectural Restrictive Covenant (if there is one)
  • Recreational Agreement (if there is one)
  • Developer warranty (if he is offering one)
  • Environmental study (if one was done)

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