Limited Licence
Effectively an “entry-level” licence, Limited Licensees can provide condominium management services only under the supervision of a General Licensee or Transitional General Licensee (“supervising licensee”) and only if they are employed by a licensed condominium management provider.
Limited Licensees:
- Do not require condominium management work experience
- Must work under supervision
- Can provide condominium management services only under the employment of a licensed condominium management provider
- Cannot be employed directly by a condominium corporation
The conditions of a Limited Licence are defined under section 8 of the General Regulation.
Education Requirements for a Limited Licence
As part of the application process for a Limited Licence, applicants must successfully complete Excellence in Condominium Management, a mandatory course. The course provides foundational knowledge about the condominium industry and the role of a condominium manager to a set a consistent standard of excellence for condominium managers in Ontario. The course outlines the realities of the condominium management role so learners are fully prepared before they make the decision to continue with the full program that leads to a General Licence:
Course Registration Timelines
Excellence in Condominium Management is an online course delivered by the CMRAO. There are 10 modules, in addition to virtual instructor-led sessions.
View course registration timeline
Conditions of a Limited Licence
The Limited Licensee cannot provide condominium management services except under the supervision of a supervising licensee.
Furthermore, the Limited Licensee is not allowed to enter into, extend, renew or terminate a contract or other agreement on behalf of a client except with the prior approval of the supervising licensee. They must also refrain from making expenditures in the client’s name that exceed $500, not including the reserve fund, except with the prior approval of the supervising licensee.
Approval of the supervising licensee is not necessary if the action of the Limited Licensee is required to ensure the immediate safety or security of persons using the property of the client, or to prevent imminent damage to that property or those assets.
Moreover, the Limited Licensee cannot, on behalf of a client, give anything to an owner or mortgagee that the client is required to give to an owner or mortgagee under the CMSA, except with the prior approval of the supervising licensee.
The Limited Licensee is also prohibited from signing status certificates under the CMSA on behalf of a client. And they cannot invest or make expenditures or dispositions out of a client’s reserve fund.
The Limited Licensee can only be employed by one condominium management provider, unless the licensee has obtained the consent, in the form or manner approved by the registrar, of all condominium management providers that employ the licensee.
For more information on the conditions posed on a Limited Licensee
8. (1) For the purpose of subsection 38 (1) of the Act, the following are prescribed as conditions of a Limited Licence:
1. The licensee shall not provide condominium management services except under the supervision of a supervising licensee.
2. Subject to subsection (2), the licensee shall not enter into, extend, renew, or terminate a contract or other agreement on behalf of a client except with the prior approval of the supervising licensee mentioned in paragraph 1.
3. Subject to subsection (2), the licensee shall not make expenditures of more than $500 of the client’s money, not including the reserve fund, except with the prior approval of the supervising licensee mentioned in paragraph 1.
4. The licensee shall not, on behalf of a client, give anything to an owner or mortgagee that the client is required to give to an owner or mortgagee under the Condominium Act, 1998, except with the prior approval of the supervising licensee mentioned in paragraph 1.
5. The licensee shall not sign status certificates under the Condominium Act, 1998, on behalf of a client.
6. The licensee shall not make expenditures out of, invest, or otherwise make dispositions of a client’s reserve fund.
7. The licensee shall be employed by no more than one condominium management provider unless the licensee has obtained the consent, in the form or manner approved by the registrar, of all condominium management providers that employ the licensee.
(2) The licensee may do an action described in paragraph 2 or 3 of subsection (1) without the prior approval of the supervising licensee mentioned in paragraph 1 of that subsection if it is necessary to ensure the immediate safety or security of persons using the property, as defined in subsection 1 (1) of the Condominium Act, 1998, with respect to the client or the assets, if any, of the client or to prevent imminent damage to that property or those assets.
(3) If a condominium management provider enters into a contract with a client governing the condominium management services that a Limited Licensee whom the provider employs is to provide to the client on behalf of the provider,
(a) nothing in this section authorizes the licensee to do anything that the contract prohibits the licensee from doing; and
(b) nothing in the contract authorizes the licensee to do anything that this section prohibits the licensee from doing.
Progressing to a General Licence
Limited Licensees may apply for a General Licence after they have completed the required work experience and education. These requirements must be completed within five years of applying for the General Licence.
The work experience requirements for a Limited Licensee to obtain a General Licence are:
- Obtain at least two years of work experience (2,920 hours) and
- Perform the following activities under the supervision of one or more supervising licensees:
- Plan and participate in meetings of the Board of Directors of a client
- Plan and participate in meetings of owners, including at least one annual general meeting within the meaning of the Condominium Act, 1998
- Participate in the preparation of a budget for a condominium corporation that the licensee has presented to the board of directors of a client
- Interpret financial statements for a client, prepared under Section 66 of the CMSA and presented to the board of directors of the client
- Prepare and present reports to the board of directors of a client
- Oversee the maintenance or repair of units and common elements within the meaning of the Condominium Act, 1998, or client assets, if any
Limited Licence application instructions
Supervisory Requirements
A condominium manager who holds a General Licence or a Transitional General Licence may supervise someone who holds a Limited Licence. Supervision must involve:
- Overseeing the quality of condominium management services (for example, timeliness, accuracy, comprehensiveness and meeting legal requirements)
- Enabling the Limited Licensee to develop into a competent and ethical service provider
The supervising licensee must be readily available but is not required to be present at the same location of the Limited Licensee. In order to effectively meet their obligations as a supervisor, the supervising licensee must have access to the records of the clients being managed by the Limited Licensee.