The compliance calendar

The compliance calendar is the reason most councils sign up. It answers the question that keeps volunteers awake: what are we supposed to have done by now, and have we done it?

Go to Compliance calendar.

How to read it

Every obligation is a row with a colour.

Depreciation reportNo report on file · regional district not setDue soon

CRF contribution planningAdopted budget meets the recommendationOn track

Insurance renewalRenewal date passed — annual review requiredAction needed

Annual General MeetingNo AGM on recordDue soon

What appears on it

The list is generated from your province's rule set and your corporation's own facts — your lot count, your fiscal year, and what you've already recorded. It typically includes:

• the reserve-fund report your province requires — in BC, the depreciation report;
• reserve fund contribution planning;
• the Annual General Meeting;
• the annual insurance review;
• in BC, the electrical planning report;
• the tracked duties you've switched on — fire inspection, elevator inspection, financial statements, budget approval, council minutes, bylaw filing.

Obligations that don't apply don't appear. A four-lot BC corporation won't be asked for a depreciation report, because the requirement starts at five lots.

Missing information shows as amber, not green

An obligation the calendar can't date is still an obligation, so it stays on the list and says what's missing rather than disappearing or reading as fine:

• AGM — with no AGM on record, the row is amber with no date and asks you to record the last one in Meetings or schedule the next.
• Insurance renewal — with no renewal date, the row is amber with no date and asks you to add it under SettingsCompliance.
• CRF contribution — with no adopted budget, the row is amber: No CRF contribution set. See contingency reserve fund.
• Depreciation report, region not set — see below.

Your regional district

BC phases both the depreciation report and the electrical planning report by regional district: Metro Vancouver, the Fraser Valley and the Capital Regional District have earlier deadlines than the rest of the province. Both are read from one setting — SettingsComplianceRegional district. Each event names the region its date came from.

Until you set it, the calendar shows the later date for each rather than calling you overdue on a deadline that may not be yours — and the event says so and names the setting. But the later date is only a safe guess while the earlier one is still ahead. Once the earlier regional deadline for the depreciation report has passed, a corporation with no report on file and no region set is shown amber, not green, with a line naming the deadline that has passed. A red is never softened to amber.

Clearing an item

You clear a compliance item by recording the underlying thing, not by ticking a box. That is what keeps the calendar honest.

1. Open the item

   Click through from the calendar for the detail — the rule behind it, the dates, and what recording it requires.

2. Record the report or the event

   A depreciation report, an electrical planning report, an insurance renewal, or a completed duty. Enter the date, and upload the document where there is one.

3. Watch it recalculate

   The item turns green and the next deadline is calculated from the date you entered. A BC depreciation report recorded today sets the next one five years out.

Reminder emails

SettingsCompliance. Once on, the council is emailed at each of these milestones before a deadline:

After that, once a month for as long as it stands overdue, stopping after a year.

This is the highest-value setting in the product. Councils turn over, secretaries change, and the calendar only helps if someone looks at it — the emails make sure someone does.

An obligation with no date on it has nothing to count down to, so it stays a standing item on the calendar rather than becoming mail that says "at some point". That includes the dateless AGM and insurance rows above: they show amber on the calendar, but no reminder goes out until you record the date they need.

What owners see

Owners get a read-only view of the corporation's key deadlines and the status of the depreciation report. They can't record anything. This is deliberate: reserve health is exactly what an owner should be able to check before voting on a levy or selling their unit.

When the calendar and reality disagree

The calendar encodes the statutory floor for your province. Two situations put it out of step with your building:

Your bylaws are stricter. If your bylaws demand an annual review where the Act says three years, follow your bylaws. Add it as a tracked duty so the calendar reflects your actual obligation.

Your situation is unusual. Phased developments, mixed-use corporations, sections, and buildings mid-litigation can all have obligations the general rule set doesn't model. Use the calendar as a floor, not a ceiling, and check with your lawyer.