Common Documents in Strata & Condo Packages
What to include for the most complete and accurate review.
You choose a product (StrataReport or StrataBrochure), enter the property address, then upload your documents. This article covers that last step.
We cover strata in British Columbia and condo in Alberta. We pick a tab from your location - switch anytime.
Essentials (start here)
Estoppel Certificate / Information Statement
Alberta’s unit-level disclosure: contributions, arrears, special assessments, and parking. It appears under the Status Certificate row of your report’s Sources panel.
Declaration / Bylaws / Rules
Sets the restrictions on use, pets, rentals, and renovations.
Insurance Certificate (current year)
Shows coverage, deductibles, and limits, so you know where owners are responsible.
Financial Statements (last 2 years)
Shows arrears, special assessments, and reserve fund contributions.
Meeting Minutes (last 24 months)
Council, AGM, and SGM records of maintenance issues, leaks, disputes, and planned repairs.
Optional (nice to have)
Reserve Fund Study / Future Funding of the Reserve Fund Plan
Rates whether the reserve fund covers future repairs. Without it, your report leaves out the Projected Costs section. Look for “Future Funding of the Reserve Fund Plan” in the Sources panel.
Engineering/Building Assessments
Independent reports on structure, envelope, mechanical systems, or elevators that uncover hidden risks.
Legal Proceedings/Orders
Lawsuits, tribunal cases, or municipal compliance issues that point to future liabilities.
Strata Roll / Owners List
Lists owners and unit factors, so you see how contributions and voting power are split.
New-Build Warranty
Structural and workmanship coverage for newer condos, with expiry dates. These appear under Other Documents in your report.
Registered Plans & Amendments
Official plans with unit factors and any registered modifications.
Uploading your documents
Accepted formats
PDF, DOCX, and ZIP. Upload a ZIP archive as is - we unpack it for you.
File size
Up to 500MB per file. Larger files are rejected by name, so split them or upload the parts separately.
Drag and drop whole folders
Drop a folder onto the upload area to queue everything inside it at once. Re-dropping the same folder does not create duplicates.
The “Combined” toggle
Hover over an uploaded file and switch on Combined if that single PDF holds more than one document, such as several sets of minutes. We then split it into parts before we read it. Left off, the whole PDF counts as one document, so the parts inside may land under the wrong heading or miss your document checklist. ZIP archives have no toggle, because we always unpack them.