The ALUR Act and French co-ownership: keeping obligations organised

Several laws have changed French co-ownership management since the ALUR Act of 2014. A managing agent needs to identify the rules that apply to each building, prepare decisions and keep supporting records. An up-to-date building file is more useful than applying the same checklist to every property.

Calculate the works reserve using the right figures

The calculation depends in particular on whether a long-term works plan has been adopted. Without an adopted plan, the minimum annual contribution is 5% of the provisional budget. With an adopted plan, both thresholds apply: 2.5% of planned works costs and 5% of the budget. Scope and conditions are explained by Service Public, the French government information service.

Keep the operating budget, reserve contributions and approved spending separate. Before a meeting, reconcile proposed amounts with previous decisions and prepare a clear explanation for co-owners.

Maintain a reference file for each building

Bring together the co-ownership rules, registration details, contracts, surveys and meeting minutes. Assign someone to each update. When the managing agent changes, this file helps identify what has been handed over and what still needs to be requested.

Kopro helps you organise and retrieve documents. Updating the national register is not a filing automatically performed by the software: it must be handled through the relevant service.

Connect technical surveys with the works programme

A survey provides technical evidence; it does not replace the co-owners' decision or the financing. Record the need, quotations, priorities, schedule and decisions for each proposed project.

The proposed long-term works plan covers ten years. Preparation and approval requirements are described in the official guide to the French PPT. Kopro's planning tools organise projects and supporting documents; they do not replace the assessment by the professional responsible for the survey.

Introduce a regular review

Before each general meeting, check the available records, decisions required and owners of the next actions. Afterwards, archive the approved versions and update the schedule. This continuity keeps the records understandable when a different manager takes over.