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SAMPLE KASTOR PROPOSAL

A proposal to discuss together.

An example you can print or save as PDF and share with other owners. All data is fictional: this document is not a binding commercial quotation.

SAMPLE · FICTIONAL DATA · NOT A CONTRACT OR BINDING QUOTATION

Example building · Lisbon

12 units · Illustrative assessment · 6 September 2026

What we want to improve

In this example, owners want understandable monthly accounts, follow-through on repairs and an organised handover of records.

Management fee excluding VAT
12 units × €15 / month180 / month
Annual fee, excluding VAT2160
IVA / VATAdditional at applicable rate

The final proposal must itemise the VAT rate and amount and total payable. Building expenses, insurance and suppliers are not included in this fee.

Proposed scope

  • Accountable manager and English/Portuguese communication
  • Budget, contributions, reviewed monthly accounts and records
  • Ordinary meeting and monthly visit within confirmed scope
  • Recorded issues and supplier follow-through
  • Resident access to approved information

Extras subject to quotation and approval

Major works, legal support, historic account reconstruction and extraordinary meetings outside contracted scope. This example authorises no work.

Manager, standards and start

Manager: to be named in the final proposal. Useful first response: a target of two working days. Monthly publication: schedule to agree. Service hours, contacts, contracting entity and start date: to confirm before contracting.

Handover and next decision

Gather minutes, contracts, balances, financial records, access and open issues. Record what was received and what is missing. Owners review the proposal and decide the appointment through the applicable process; service starts only after written confirmation of terms and handover readiness.

Kastor · hello@kastor.pt · www.kastor.pt