Terminating Propert Manager - need input on what to get

This is the list that we use:

Property Turn Over Checklist
Please provide Faith Management Services, LLC with the following information as applicable. The highlighted items are most important before turnover.

1. Homeowner Membership Roster information, including names, property addresses, mailing addresses (if different from property address), and phone numbers.

2. All financial records, including but not limited to:
o Check in the amount of $2,500.00 to open an account in the name of the Association
o Check for remaining bank account funds
o Records of paid bills
o Schedule of dues
o Records of tenant payments (including any tenant payments made the month of the turnover)
o Bank Statements
o Financial Statements – last one most important
o Budgets
o Liens that have been processed or pending on homeowners
o Federal Tax ID Number
o Tax records
o Articles of Incorporation

3. All Association vendors for the community and any Contracts they hold with the Association, including:
o Pool
o Landscaping
o Water
o Termite/Pest control
o Electric
o Sewer/Trash
o Phone (for pool or clubhouse)
o Roofing
o Heating/AC
o Master Insurance Carrier
o Lawyer
o Elevator Technician
o Regular Maintenance Techs

4. Board Member’s names, addresses, and phone numbers

5. Minutes from previous meetings

6. Association documents, including:
o Handbook of rules and regulations
o Covenants, Conditions, and Restrictions
o Amendments to the CCRs
o Community By-laws
o Surveyor’s Map of the community (if available)

7. Extra amenities information (Boat Docks or Marina)
o Map of the marina/boat slips
o Cost for boat slips
o Any procedures for leasing/selling boat slips

8. Codes and keys for entry into pool/marina/storage, etc.