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Templates

Templates & Workflows

Practical starting points for strata operations, governance, finance, and conveyancing workflows.

Templates require professional review

These are workflow templates and general information. They are not prescribed legal forms and do not replace advice from a qualified lawyer, licensed strata manager, accountant, engineer, or insurer.

Documents a council can sign

Minutes, meeting notices and the conveyancing certificates, laid out for real paper — letterhead, page breaks and signature lines. Open one, print it, file it.

Print-ready documents →

Template library

Choose a starting point, then adapt it to your jurisdiction, bylaws, records, and professional advice.

📄Legal and conveyancing

Form B request and review checklist

Track the request, required records, arrears, pending disputes, reserve information, and delivery deadline for a Form B workflow.

Source and review notes: BC Strata Property Act ss.256–258 and current prescribed-form guidance.

Professional review required
🟢Legal and conveyancing

Form F payment certificate workflow

Check the unit ledger, record balances, flag withheld status, and document release after payment is confirmed.

Source and review notes: BC Strata Property Act ss.256–258 and current prescribed-form guidance.

Professional review required
⚖️Governance

Bylaw complaint and notice workflow

Capture a written complaint, evidence, notice, response window, hearing, council decision, and minutes reference.

Source and review notes: BC Standard Bylaws and applicable Strata Property Act provisions.

Professional review required
🗳️Governance

Council or general meeting agenda

Prepare attendance, quorum, declarations, agenda items, resolutions, voting method, and next steps.

Source and review notes: Applicable bylaws, Strata Property Act, and meeting rules for the selected jurisdiction.

Professional review required
📝Governance

Meeting minutes and resolution record

Record attendees, quorum, motions, votes, abstentions, decisions, conflicts, and assigned actions.

Source and review notes: Strata records requirements and the corporation’s bylaws.

Professional review required
💰Finance

Operating and contingency reserve budget

Separate operating, contingency reserve, special levy, and accounts-receivable planning with approval history.

Source and review notes: Strata Property Act fund and budget requirements for the selected jurisdiction.

Professional review required