The board does not want to hear that you are looking for it.
Insurance certificates, clearances, contractor verification, reserve fund compliance, and the licence the province requires just to operate. Each one renews on its own cycle, and the board expects them current at every meeting.
Having one place to point at is the difference between a confident answer and an awkward one.
Sound familiar
- A board member asking for a certificate you sent six months ago
- Chasing a contractor for updated insurance before they start in the building
- A reserve fund study expiry date nobody was tracking
- Licence renewal paperwork arriving during your busiest quarter
Every document on that profile, explained
Condominium manager licenceThe licence required under the Condominium Management Services Act to manage a condominium in Ontario.Operating without a current licence is a regulatory matter, not just a paperwork one.
Condominium Management Regulatory Authority of Ontario2 years
Certificate of insuranceCommercial general liability plus directors and officers coverage where the management agreement requires it.Boards will ask for this annually at minimum, and your management agreement almost certainly requires it.
Your broker12 months
WSIB clearance certificateStandard requirement when your staff or contractors perform physical work on site.Injury liability transfers without it.
WSIB90 days
Reserve fund studyAn engineering assessment of the building's major components, required by the Condominium Act and updated on a fixed cycle.An out of date study affects budgeting, special assessments, and resale disclosure.
Engineering firm3 years
Contractor verification recordsProof that every contractor entering the building carries their own insurance and clearance.If their coverage lapses and something happens in your building, your policy responds.
You collect itPer contractor
How it works
Three steps. The first one takes about twenty minutes, once.
01Upload what you already haveYour certificate of insurance, your licences, your clearances. Whatever is sitting in that folder on your desktop. Drag it in and we read the dates off it.
02Send one link instead of six filesEvery client, every board, every procurement team gets the same link. They see exactly what they need to see and nothing else.
03Hear about expiry before they doWe watch the dates. You get told when something is about to lapse, while there is still time to fix it quietly.