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Financial Managementsince 0.1.0-draftspec v0.1.0-draft

Levy

Experimental

An amount owners are required to pay: regular strata fees under a budget, or a special levy approved by the owners.

Fields

FieldTypeDescription
id
required
Identifier

Stable identifier of this Levy record.

strataCorporationId
required
Identifier

The strata corporation this record belongs to.

References StrataCorporation

levyType
required
enum

Kind of levy.

strataFeespecialLevy

purpose
optional
string

Purpose of the levy.

max length 1000

totalAmount
required
Money

Total amount to be raised.

allocationBasis
optional
enum

How the total is shared between strata lots.

unitEntitlementother

budgetId
optional
Identifier

Budget the strata fees are based on, when levyType is strataFee.

References Budget

approvedByResolutionId
optional
Identifier

Resolution approving the levy.

References Resolution

dueDate
optional
Date

Date payment is due, or the first due date when paid in instalments.

allocations
optional
array<object>

Amount payable by each strata lot.

↳ strataLotId
required
Identifier

Strata lot.

References StrataLot

↳ amount
required
Money

Amount payable by this strata lot.

extensions
optional
Extensions

Implementation-specific data, namespaced by reverse domain.

Controlled vocabularies

levyType

strataFee
Regular strata fees (monthly contributions) under the budget.
specialLevy
Special levy approved by the owners.

allocationBasis

unitEntitlement
In proportion to unit entitlement.
other
Another basis approved by the owners.

Relationships

Referenced by

Levy

References

Validation rules

Cross-field rules beyond what JSON Schema expresses. Documented in the draft; not yet enforced by tooling.

  • The sum of allocations[].amount should equal totalAmount, allowing for rounding.
  • approvedByResolutionId is expected when levyType is specialLevy.

Open questions for legal and industry review

  • Confirm treatment of instalments, interest and refunds of unused special levy money.

Example payload

Illustrative only, with fictional data. Validated against the draft schema at build time.

{
  "id": "levy-2026-roof",
  "strataCorporationId": "sc-0001",
  "levyType": "specialLevy",
  "purpose": "Roof membrane replacement",
  "totalAmount": {
    "amount": "240000.00",
    "currency": "CAD"
  },
  "allocationBasis": "unitEntitlement",
  "approvedByResolutionId": "res-2026-05",
  "dueDate": "2026-06-01",
  "allocations": [
    {
      "strataLotId": "sl-0012",
      "amount": {
        "amount": "5000.00",
        "currency": "CAD"
      }
    }
  ]
}