Additional assignments

Some co-ownerships and some owners need a one-off assignment without immediately entrusting a full mandate. For these situations, Petzerhiel defines a limited assignment whose scope, expected documents and deliverable are identified before the assignment begins.

Depending on the need, this assignment may concern the preparation and follow-up of a management handover, a documentary examination of the accounts of the co-owners' association and the drawing up of the list of missing documents or documents to be clarified, excluding any audit or certification assignment, or the competitive tendering and the comparative presentation of the quotes received and the preparation of works. It may also cover the preparation of energy-aid applications, the listing of shared digital equipment and the organisation of its maintenance by the competent service providers, the listing of the insurance contracts in force and of their deadlines, the transmission of the claim declarations and the administrative follow-up of the files, cadastral and documentary coordination, or the drawing up of the statements and documents intended for landlord owners.

Depending on the nature of the file, some steps require the involvement of a notary, a lawyer, a chartered surveyor, an auditor, an engineer, an architect, an insurance broker or agent or another qualified professional. Petzerhiel prepares and coordinates the elements that fall within its assignment without taking the place of the regulated professions.