Where is the Community Scheme located? *

What type of geographic area is the Community Scheme situated in? *

How many years has the Community Scheme been in existence/been registered? *

What level of responsibility, ownership and influence does the Developer still have in respect of the Community Scheme as a result of e.g. outstanding compliance issues, majority shareholding, unsold units/interests, levy contributions, influence over Trustees/Directors, funding, amendment of rules, budget etc. ? *

To what extent is the Community Scheme/Developer still able to/or has the right to extend, expand or undertake further development of the number of residential dwellings/units/properties/common area/facilities? *

How many dwelling units does the Community Scheme currently comprise? *

What is the physical extent of the Community Scheme e.g. size of the property, length of boundaries/boundary walls, multiple exit/entry points, extent of developed areas versus un-developed areas, complicated nature of perimeter/bordering properties (highways/major roadways/sea frontage/river frontage/coastal forest/open bushveld)? *

What is the total asset value of the Community Scheme at cost? *

What is the Community Schemes total current annual levy/contribution and other income? *

How complicated and difficult is it to run the Community Scheme? *

What facilities and/or services are currently provided by the Community Scheme? *

Does the number and/or mix of owners make it difficult to obtain the required quorums at AGM’s/SGM’s and getting the necessary consensus and approvals through, and resolutions passed? *

Does the Community Scheme currently use the services of contracted Managing Agents/Third Parties for the management of the scheme? *

Does the Community Scheme enjoy the services of a dedicated portfolio/account manager and support resource/s provided by the Managing Agents? *

Is the mandate of the Managing Agent/Third Party formalised in a signed contract or agreement that is current and applicable? *

Are the responsibilities and accountability for all areas of the Community Scheme clearly allocated, understood, defined, documented and agreed between the Trustees/Directors/Operators/Estate Management and the Managing Agent e.g. secretarial, administration, debtor/levy collections, compliance, HR/People, contracting/procurement, maintenance, finance, security, enforcement of conduct rules, management of facilities and gardens? *

Does the issue of responsibility and accountability result in a lot of tension and dispute between the Trustees/Directors/Estate Management and the Managing Agents? *

Is the Community Scheme subject to Community Scheme legislation and/or related regulations e.g. Sectional Title Schemes Management Act, Community Schemes Ombud Services Act, Sectional Title Amendment Bill, The Housing Development Schemes for Retired Persons Act, Share Blocks Control Act, Schedule of Levies & Fees Regulation? *

Does the Community Scheme comply with all the required zoning and planning approvals e.g. were site development plans submitted and complied with, were non-compliance areas inspected, is a certificate of occupation held, and in the case of a new sectional title development, has an application to open a register been submitted? *

Is the Community Scheme formally constituted and registered in line with regulatory requirements and/or are the Title Deeds of the Retirement Village endorsed to reflect the Life Right scheme where applicable? *

Has the Community Scheme been registered with the Ombud’s office together with the provision of the required supporting documents i.e. prescribed general rules, memorandum of incorporation, Community Scheme conduct/house rules, together with any changes which have historically been made to these rules? *

Where a Home Owners Association (HOA) Community Scheme, do you have a clear formal constitution and/or Memorandum of Incorporation (MOI)? *

Is the constitution/MOI being adhered to/followed? *

Is the Community Scheme contributing the required 2% of levies fee in line with the Community Schemes Act provisions/requirements? *

Has the Community Scheme, notably a Sectional Title Scheme, established a reserve fund to cover the cost of future maintenance and repairs to common property as required and is this reserve fund equal to at least 25% of the scheme's total annual levy budget, and if not, is 15% of the total levy budget for the next year being recovered in terms of the Sectional Title Schemes Act? *

Does the Community Scheme hold the appropriate level of insurance cover in relation to the current valuation in terms of the Act, and is the all-risk insurance policy being reviewed at least every three years? *