A relevant management proposal depends on the quality of the information supplied. A concise pack saves the owners’ council time, prevents unreliable assumptions and makes it possible to compare offers based on the same scope.

The aim is not to send the entire condominium archive at the first contact. It is to provide the information that materially affects the management workload.

The condominium profile

Prepare a one-page summary covering:

  • the address and year of construction;
  • the number of buildings, principal units and secondary units;
  • any shared-estate association, secondary owners’ association or complex development structure;
  • shared facilities such as heating, lifts, parking, gates, green spaces, swimming pool or caretaker services;
  • contact details for the owners’ council members organising the consultation.

The statutory condominium summary sheet is an excellent starting point, supplemented by any features that the administrative documents do not show.

Financial information

Gather the latest forecast budget, the most recently approved accounts and appendices, the works-fund balance and an overall indication of arrears.

Mention collective loans, significant debt-recovery proceedings, exceptional expenditure and cash-flow difficulties. At the initial consultation stage, avoid disclosing the names and contact details of co-owners in arrears: aggregated information will usually be sufficient to assess the situation.

Contracts and technical files

Prepare a table of maintenance, energy, insurance and supply contracts, showing their cost, expiry date and termination conditions.

Add the building maintenance log, available surveys, the draft or adopted multi-year works plan where applicable, open insurance claims and works that have been approved, started or are under consideration.

The condominium regulations, division schedule, current manager’s contract and its expiry date are essential to understanding how the property is organised and to preparing the timetable.

The minutes from the last two or three general meetings then reveal the projects, possible points of disagreement and decisions that the incoming manager will need to implement or continue.

The owners’ council’s expectations

Finish with a short note setting out the priorities: communication frequency, need for on-site presence, works to restart, expected accounting quality, arrears monitoring or support for a particular project.

Ask every candidate to answer the same questions: proposed point of contact, emergency arrangements, number of visits, tracking tools, included services and fees for additional services.

Minimum checklist

For an initial consultation, assemble at least:

  1. the condominium summary sheet and building characteristics;
  2. the current manager’s contract and expiry date;
  3. the budget, approved accounts and an overall arrears position;
  4. the most recent general-meeting minutes;
  5. the list of current contracts, insurance claims and works;
  6. the owners’ council’s main expectations.

LSG Copro can help you structure this preparation before you compare property managers.

General information about the French condominium framework. Official source consulted on 14 August 2026: ANIL — condominium summary sheet.