NEW PROPERTY SERVICES

Our New Property Services go beyond simple management — we help bring new developments to life. Our expert team collaborates with developers and trustees from the very beginning to lay the foundation for a well-run, compliant, and future-ready property scheme. With over 20 years of experience, we ensure smooth transitions and tailored solutions that set your development up for long-term success.

Onboarding a New Property

Early Engagement with Developer

  • Meet to understand vision and project timeline.
  • Review and advise on Conduct Rules, Management Rules, or Constitution.
  • Begin governance and operations file.
    Register scheme with relevant authorities (CSOS, SARS).
  • Open scheme bank accounts and plan for levy collection.
  • Liaise with conveyancers on ownership and clearance.

Pre-Transfer Setup

  • Draft budget and propose levy structures based on vetted service provider quotes.
  • Load scheme onto WeconnectU for financial and compliance management.
  • Reconcile pre-transfer income/expenses for AGM disclosure.
  • Coordinate building insurance and issue valuation certificates.
  • Collect and store key documents (plans, warranties, user manuals).

First Unit Transfer

  • HPM takes on role of managing agent.
  • Issue welcome packs with required documentation.
  • Support developer in preparing for the first General Meeting.

First General Meeting

  • Help convene the meeting within 60 days of transfer.

  • Facilitate trustee election, budget approval, and levy implementation.

  • Provide onboarding and guidance to newly elected trustees.

Ongoing Management

  • Manage scheme with financial oversight, maintenance planning, compliance, and communication.

  • Serve as a long-term partner to trustees and residents.

Our Comprehensive New Property Services

Here’s what you can expect when you partner with us.

Financial Set up and Budget Planning
  • Establishment of scheme bank accounts (current and investment).
  • Drafting of levy structures and budgets in collaboration with developers and trustees.
  • Implementing levy collection and financial reporting systems for long-term financial stability.
  • Reconciliation of developer’s income and expenditure for presentation at the first AGM.
  • Collection of service provider quotes (security, cleaning, gardening, etc.) to assist with accurate budgeting.
Legal and Compliance Advise
  • Registration of the scheme with necessary regulatory authorities, including CSOS and SARS (Income Tax).
  • Liaising with conveyancers and attorneys for Conduct Rules, Management Rules, Constitutions, and accurate ownership records.
  • Assistance with drafting and implementation of governance documentation.
  • Collection and secure storage of essential development documentation (plans, warranties, manuals, etc.).
  • Ensuring compliance with the Sectional Titles Act and HOA legal requirements.
Trustee and Governance Support
  • Providing guidance on Trustee roles, responsibilities, and fiduciary duties.
  • Facilitating the first Annual General Meeting and setting up formal governance structures.
  • Secure cloud-based storage of all legal and operational documentation for easy trustee access.
Maintenance and Risk Management
  • Conducting initial inspections and setting up a 10-Year Maintenance, Repair, and Replacement Plan.
  • Coordination of insurance policies, including building valuations and risk assessments.
  • Issuance of insurance valuation certificates for bond attorneys during unit sales.
  • Managing service provider tenders and contracts for essential maintenance and ongoing support.
Owner & Tenant Relations
  • Onboarding new owners with Clearance Certificates, welcome letters, and important scheme documents.
  • Implementing transparent community communication systems.
  • Monitoring compliance with House Rules and community regulations.
Smart Tchnology
  • Powered by WeconnectU – Intelligent Community Management Software for streamlined, integrated operations.
  • Cloud-based document storage for secure record-keeping and instant access to financials, maintenance, and governance data.

Whether you're launching a new sectional title scheme or homeowners' association, HPM is here to simplify the setup. From early planning to full operational handover, we guide you through each step with precision, experience, and care.

Get in touch with us today

21 Mitchell Street, Mitchell Square, Hermanus, 7200

Office Hours

Mon-Fri: 8:30am – 4:30pm
Sat-Sun: Closed

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Contact Details

hpm@hermanus.co.za
+27 28 312 4474