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Asset maintenance plan: anticipate major work

Move from reactive decisions toward a written plan for major work. For condominiums and private owners alike.

What is an asset maintenance plan?

The plan presents major interventions that may be anticipated, their indicative horizon and illustrative planning ranges. Depending on the written scope, it may include a component inventory, useful-life assumptions, 5-, 10- and 25-year horizons and reserve or funding scenarios. Any periodic update must be expressly included in the mandate. The plan is grounded in a documented building review, available records, observed condition and planning assumptions; it is not a quotation, appraisal, regulated contingency-fund study or financial opinion.

Two realities, one discipline

Divided co-ownerships: consult the dedicated maintenance-logbook, contingency-fund-study and Bill 16 pages. This plan does not replace any required document. Casaforta may provide the administrative coordination defined in its mandate; official documents, professional opinions and signatures remain the responsibility of the persons authorized — and independent where applicable — under law or regulation.

Private owners — plex, multi-unit and commercial: the 25-Year Capital Plan™ described here is a voluntary planning deliverable. Other legal, municipal, contractual or safety requirements may still apply depending on the building, its use and equipment. The written proposal confirms the plan's exact scope.

What this plan covers — and what it does not

The asset maintenance plan addresses the long horizon: components, useful life and the financial planning of major work. Recurring building follow-up belongs to a separate discipline. The two complement each other: recurring follow-up informs the condition picture, while the plan organizes that information to support the owner's decisions about repair, replacement, timing and funding. For the recurring-follow-up framework and an illustrative maintenance calendar, consult the preventive-maintenance guide.

Frequently asked questions

Is it mandatory?
For condominiums, the applicable requirements are presented on the site's Bill 16 pages. For private owners, the 25-Year Capital Plan™ is a voluntary deliverable; other requirements may apply depending on the building, and the decision depends on the building, its age and your objectives.
How does it differ from the contingency-fund study?
A contingency-fund study is a regulated document for divided co-ownerships; it must meet the applicable requirements and be prepared and signed by a person authorized under those requirements. Casaforta's 25-Year Capital Plan™ is a separate planning deliverable intended in particular for private owners. It does not replace the regulated study and is not its voluntary version.
What is the plan based on?
A documented building review, available records, observed condition and planning assumptions.

Planning

Plan major work before it becomes urgent.

A clear plan for your major work, for your condominium or your private building.

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