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What to prepare for concluding a management contract?

18 December 2025
1 minutes of reading

If you are planning to enter into a management agreement, below you will find a helpful checklist to prepare for the agreement:

PERSONAL DATA:
1. Name and surname of the Owners 2. Residential address of each Owner
3. bank account number for rent payments 4. e-mail address for each Owner
5. telephone number for each Owner
6. Owners' PESEL number
ACCESS DATA:
6. 3 sets of keys – two sets for the two tenants and 1 spare for us
7. Ownership deed or land and mortgage register number. It begins with: KR1P/ ………………/. and ends with one digit after the slash. 8. Identification document for identity verification.
9. remote control for the barrier/gate if the property is secured
10. logins and passwords for applications containing utility invoices (Tauron / PGNiG / Netia, Mm-soft, E-kartoteka, etc.)
11. intercom code
12. power of attorney
13. energy performance certificate

When signing the management agreement, we'll ask: 2. Important information about the property—is there anything that needs attention or requires special attention? 3. Do you agree to transfer utility meters to the tenant? 4. Do you allow pets? 5. Does anything require repair or maintenance at the beginning of the relationship?