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Sectional Title Management Scheme Management System Your alternative to nightmare scheme management! Sectional Title Training Sectional Title Consulting.

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Presentation on theme: "Sectional Title Management Scheme Management System Your alternative to nightmare scheme management! Sectional Title Training Sectional Title Consulting."— Presentation transcript:

1 Sectional Title Management Scheme Management System Your alternative to nightmare scheme management! Sectional Title Training Sectional Title Consulting Certificate – Sectional Title Scheme Management (UCT) Certificate – Advanced Sectional Title Scheme Management (UCT) Certificate – Specialist Sectional Title Realtor (UCT)

2 Menu View Full Presentation The Mission The Pledge Affiliations / Memberships Appointed Business Partners Connecta Realty - Charles Baker Training – Charles Baker Testimonials Accounting Services Secretarial Services Administrative Duties Scheme Management System Contact Us Your alternative to nightmare scheme management! Training

3 The Mission Ensure all bodies corporate function harmoniously and effectively, creating a safe, happy and financially sound living environment. Continually uplift the perceptions and understanding among owners of the provisions and content of ‘the Act’ (Sectional Titles Act No.95 of 1986). Support and guide trustees toward strategic, informed and smart decision making. Facilitate coexistence, expose predictable problems timorously and generally raise the bar on scheme management. Your alternative to nightmare scheme management!

4 The Pledge Deliver an exceptional & unsurpassed personal level of service at all times. Respond immediately to requests and instructions from bodies corporate. Adopt a zero tolerance policy on levy arrears. Provide accurate insight and expertise on common scheme problems and continually convey useful information to bodies corporate thus ensuring harmony, cohesiveness and understanding among all owners. Motivate and constantly create enthusiasm. Be pro-active! Your alternative to nightmare scheme management!

5 Affiliations / Memberships Estate Agency Affairs Board (EAAB) Fidelity Fund Certificate 2009201105 National Association Managing Agents (NAMA) The Institute Of Estate Agents Of South Africa (IEASA) Your alternative to nightmare scheme management!

6 Appointed Business Partners Accountant / Auditor Mr. Tony Swaby Swaby & Co 1 st Floor Bls House 305 Moore Road Durban 4001 (031) 201-3171 swabyco@global.co.za Attorneys Notaries & ConveyancesMr. Alastair Lomas-Walker Suite 2C Stedman Mews 128 Jan Hofmeyer Road Westville 3629 (031) 266-7330 mail@lomas.co.za Banker (Trust Account)Nedbank Shop 2 & 3 Argyle Centre 123 Argyle Road Durban 4001 (031) 309-5242 Your alternative to nightmare scheme management!

7 Connecta Realty CEO - Charles Baker “My interest and fascination with the intriguing world of Sectional Title & Share Block scheme management provides me with the perfect forum and platform to achieve absolute job satisfaction. I deem myself extremely lucky to have the opportunity to devote my time, effort and expertise on a daily basis to a concept and lifestyle that gives me tremendous personal pleasure and which holds such intense interest for me. From my very first encounter with sectional title matters, firstly as an owner, leading on to my participation as a general trustee and then chairperson, I realised that a direction change to my established career in general property administration within the real estate industry was inevitable.” Your alternative to nightmare scheme management!

8 Charles Baker - Training & Education Tertiary Education (Incomplete Cost Accounting Diploma – Natal Technikon) Cost Accounting 1 & 2 (Passed) Financial Accounting 1 (Passed) Electronic Data Processing 1 (Passed) Office Practice & Procedures (Passed) Economics 1 (Passed) Computer Training Adobe Writer 6.0 - CS Holdings (Certificated) Microsoft Access – Levels 1, 2 & 3 - CS Holdings (Certificated) Microsoft Excel – Levels 1, 2 & 3 - CS Holdings (Certificated) Real Estate Training Estate Agency Affairs Board Exam Certificate – Sectional Title Scheme Management - University of Cape Town & Paddocks Certificate – Advanced Sectional Title Scheme Management - University of Cape Town & Paddocks Certificate – Specialist Sectional Title Realtor (Distinction)- University of Cape Town & Paddocks Estate Agency Affairs Board Exam Course - Corfield School Of Real Estate (Certificated) Attended numerous property related seminars with a leading real estate franchise (Certificated) Your alternative to nightmare scheme management!

9 Testimonials “I have known Charles Baker as a business colleague for a period of five years. During this time, I have always found Charles to be a perfectionist and a person of the highest integrity at all times. Charles has an enquiring mind and his attention to detail is truly exceptional. For a period of approximately one year, Charles has also been an exemplary student attending plus minus nine training courses all related to property. I would have absolutely no hesitation whatsoever in recommending Charles Baker and Connecta Realty to manage your Sectional Title or Share Block Scheme. Should you require further opinion, please contact me on corfield@mweb.co.za “corfield@mweb.co.za Jill Corfield – Corfield School Of Real Estate – Durban – 20 th October 2005 (30 years experience in the real estate industry) Bruce Walsh - Human Resources Consultant - Cape Town – 18th October 2005 “I first met Charles Baker as a young boy when he was a pupil in my class at the Southlands Primary school in Durban. He struck me then as a diligent and friendly boy. Our paths crossed again seven years ago, when Charles took it upon himself to track me down after I had been severely injured in a bomb blast in Cape Town in 1998. A friendship has subsequently developed and I am pleased to report that the seeds planted in those earlier days have taken root. Charles is an emotionally mature man who clearly lives his life in a goal focused manner. Further, he possesses tenacity and perseverance in pursuit of his objectives. These competencies coupled to the fact that Charles’ honesty and integrity are unquestionable and that he is a “people person” make Charles a team player and a wonderful supporting friend.“

10 Accounting Services Collect monthly levy contributions and any other ancillary charges from owners, including the rendition of monthly statements. Exercise credit control in respect of amounts owing by owners and issue letters of demand to owners in arrear. Handover of debtors to attorneys for recovery, as directed by directors / trustees. Provide trustees / directors with a monthly statement showing amounts due and received from each owner. Provide trustees / directors with a monthly statement of receipts and expenditure. Verify and pay all expenses incurred in the administration of the building, subject to any restrictions imposed by the trustees / directors. Invest surplus funds in an interest bearing trust account with a registered bank acceptable to the trustees / directors. Maintain accounts & records and prepare annual financial statements for auditing. Arrange for the annual audit of the accounts. Prepare the annual levy budget and calculate the monthly contributions due by owners. Complete and render income tax returns including provisional tax and make payments. Your alternative to nightmare scheme management!

11 Secretarial Services Maintain the following statutory records - Minute Book, Members / Share Register, Insurance Policies, Rules / Articles Of Association. Arrange the drafting and despatch of notices, agendas, proxy forms etc for general meetings. Arrange the drafting and despatch of notices of trustees / directors meetings. Attend annual general meeting of owners. Attend at least one meeting of trustees / directors in each financial year. Draft and circulate minutes of all meetings which are attended by a representative of the managing agent. Arrange for the typing and circulation of minutes of meetings where such minutes have been drafted by a person other than the managing agent. Complete and return statistical data required by Government departments, subject to an agreed charge. Arrange insurances as required and allocate insurance values. Arrange professional insurance valuations for the account of the building. Receive and process insurance claims. Attend to queries and complaints and arrange the drafting and distribution of general correspondence. Assist and advise trustees / directors on procedures for meetings, resolutions, quorums, voting rights, proxies & interpretation of rules. Issue levy clearance certificates, the cost of which is recoverable from the owner. Your alternative to nightmare scheme management!

12 Administrative Duties Inspect the common property periodically or upon request. Assist and advise the trustees / directors thereon. Arrange for the repairs & maintenance of the common property not requiring the advice and supervision of professional engineers and obtain quotations for repairs when so instructed. Negotiate with professional firms and others for the compiling of specifications of work to be done. Engage & dismiss employees on the instructions of the client, who accepts full responsibility for complying with reasonable labour practices. Assist in preliminary negotiations with a trade union in regard to labour disputes, provided the client is in compliance with the wage provisions of wage determination 477. Arrange payment of wages for employees and compliance with statutory payments for UIF, PAYE etc. Keep full records of its administration and report to the client on all matters which in it's opinion detrimentally affect the value or amenity of the common property. Assist in the enforcement of rules when so required by the trustees / directors. Your alternative to nightmare scheme management!

13 Scheme Management System Nobody involved in sectional title management can debate the need for accurate and quality administrative & financial record keeping, which is critical to effective scheme governance. Connecta Realty is extremely proud of it’s “designer” scheme management system and we firmly believe that because of it, we have a distinct edge over our competitors, which allows us to provide our clients with a host of quality information and financial reports instantly and at the click of a button. We no longer have to keep financial records separate from our client’s administrative records and the days of operating separate accounting software together with cumbersome and impractical spreadsheets are over! This allows us to work smart and impress our clients with our speed and efficiency in providing them with a direct, quick and accurate management service on which they can rely! Your alternative to nightmare scheme management!

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16 We believe that sectional title education is paramount, and that it plays a crucial and vital role in the propensity for sustained success, in both the financial and harmonious living aspects, of each and every sectional title scheme / body corporate. In this regard we are incredibly proud to be able to provide the sectional title community with regular presentations of our very own four-hour introductory training seminar entitled “Sectional Title For Dummies”. The majority of the day-to-day problems surrounding the complexities of Sectional Title are fabricated directly from, and as a result of, the dissemination of incorrect hearsay and bad advice, stemming from a poor, and frequently incorrect, interpretation of the most basic provisions of the Sectional Title Act No.95 of 1986. Sectional Title For Dummies is specifically designed to address these everyday myths and common misconceptions and will suitably put the basic principles and fundamental mechanics of Sectional Title into clear perspective. Topics and terms & concepts discussed include; Section Plans, Bodies Corporate, Rules, Participation Quotas / Adjusted Values, Levies & Levy Obligations, Occupants (Owners & Tenants), Common Property, Exclusive Use Areas, AGM Requirements, Scheme Insurance, Trustees, Annual Budgeting, Scheme Finances (Reserve Funds), Financial Statements, Quorums, Special & Unanimous Resolutions and Levy Clearance Certificates. This training seminar will benefit everyone involved with Sectional Title, as well as those who have future plans which include a potential encounter with Sectional Title i.e. Estate Agents (Selling & Rental), Owners, Tenants, Trustees, Buyers, Sellers, Caretakers / Supervisors, Investors and Loan Consultants etc. Sectional Title For Dummies is run monthly to cater for a mixed general audience, but special group presentations, ideal for trustees and body corporate members (owners) etc, can be arranged on request and in the comfort of their own establishment or venue. For a copy of the latest general audience booking form, visit the “Downloads” page of our website at www.connecta- realty.co.za or for further details / enquiries regarding a special group delivery of the training presentation email info@connecta-realty.co.za or alternatively call (031) 337-7760.www.connecta- realty.co.za info@connecta-realty.co.za Training

17 Contact us Email: info@connecta-realty.co.za Fax: 086 684 4749 Tel:(031) 337-7760 Post:Connecta Realty 902 Willsborough Mansions 23 Seaview Street Marine Parade Durban - 4001 Notice: The photos used in this presentation are in no way a suggestion or hint of any business or contractual association with Connecta Realty in any way at this time. Your alternative to nightmare scheme management! Website: www.connecta-realty.co.za Cell: 084 251 4439 (Charles Baker)


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