The Takeover List. The Parties hereby agree that the Client shall ensure that the following records, documents and information shall be made available (if applicable and held) to the Manager in order to take over management of the Property: - THE PROPERTY • Copy of the Land Certificate. • Plans and drawings if any of the site and buildings. • Details of utilities and location of main stop-cocks etc. • Details of any major works and long term agreements ongoing and copies of S.20 notices and responses given. • Details of any major works and long term agreements planned and copies of any related S.20 notices and responses given. • Details of plant, machinery and relevant documentation. • Copies of statutory inspection reports. • Arrangement for out of hours’ emergencies. INSURANCE • Contact details of current broker/insurers. • Original of schedule and policy for the property. • Details of most recent valuation of the property. • Summary of claims history over past three years. • Files on open insurance claims and agreement on who will handle such. • Details of third party and employers liability (including current and all previous certificates for employers liability where employer is not changing). • Originals of mechanical engineering insurance and the last three years' inspection reports. CONTRACTS AND CONTRACTORS • Details of all current contracts. • Details of regular contractors used and the scope of their duties and payment terms. • Details of any current warranties. THE LESSEES • Originals or copies of all leases and deeds of variation and other licenses etc. • Copy of any current house rules. • Details of any ongoing assignments. • Names and contact details of all lessees, including those who are not resident. • Details of any sub-let flats and their occupants. • Schedule of ground rents payable. • Schedule of service charge apportionments per unit. LEGAL • Details of any current disputes whether involving lessees, contractors or other parties. • Details of any current or impending litigation whether for or against the client. • Details of solicitors employed. MISCELLANEOUS • Details of any guarantees • A full set of labelled keys, any spares and access codes and programming procedures. • Copies of unanswered correspondence and other relevant enquiries. APPENDIX IV continued ACCOUNTING INFORMATION • Certified service charge accounts for at least the last three years and preferably six years or longer. • Copy of the current service charge budget. • Bank statements rel...
The Takeover List. The Parties hereby agree that the Client shall ensure that the following records, documents and information shall be made available to the Manager in taking over management of the Property.
