Produce the scheme's information certificate for a lot

Key facts

Human involvement
GreenLawyer review
How AI is used
Populate the approved certificate form from the strata roll, the levy ledger, the insurance schedule and the minutes, and list beside each field the document and page the figure came from.
What the lawyer must review
Check every figure against the primary record, confirm the form and fee are the current ones for the jurisdiction, and decide whether any unresolved levy, order, notice or proceeding also has to be disclosed.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistancePopulate the approved certificate form from the strata roll, the levy ledger, the insurance schedule and the minutes, and list beside each field the document and page the figure came from.
LawyerCheck every figure against the primary record, confirm the form and fee are the current ones for the jurisdiction, and decide whether any unresolved levy, order, notice or proceeding also has to be disclosed.

Checklist

  1. Confirm the instructions, the jurisdiction and the complete relevant material before starting.
  2. Check every figure against the primary record, confirm the form and fee are the current ones for the jurisdiction, and decide whether any unresolved levy, order, notice or proceeding also has to be disclosed.
  3. Check the output against the source documents named in it before it is relied on.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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