The Klimabonus 2026 scheme provides for specific steps for co-ownerships. Before voting on works, the co-ownership must organise the studies, the decisions, the forms and the supporting documents. This article deals with that preparation; the conditions and amounts of the aid can be consulted on the official sources.
Start with the building
An energy project starts with an assessment, not with a form. You need to understand the condition of the building envelope, the consumption, the heating, the ventilation, any defects, the works envisaged, the constraints and the needs of the occupants.
Identify the process
Depending on the measure chosen, the file follows a process that runs through several stages. It generally begins with energy advice and an estimate, then continues with the drawing up of the plans and an energy performance certificate. Next come the inspections and a review of the quotes, before the monitoring of the works and, at the end of the process, the delivery of a final report.
The agreement in principle before the works
Where it is required, an agreement in principle must be requested before starting the works. You should therefore not sign the orders or begin the works assuming the aid is secured: the chronology of the file matters as much as its content.
Deciding at the meeting: which majority
The works require a decision of the general meeting, with the majority corresponding to their nature, within the meaning of the Law of 16 May 1975. Energy renovation falls under the majority of the votes of all co-owners (Article 16); failing this majority, a fresh meeting decides under Article 15. More substantial alterations, which do not fall under Article 16, are subject to the majority of Article 17 (members representing at least three quarters of the votes).
Preparing the resolution
The resolution passed must be capable of being carried out as it stands: its drafting therefore anticipates the carrying out of the file. It specifies, as far as possible, the works chosen, the corresponding quotes, the budget and the method of financing. It also designates the aid application envisaged, the applicant and the signatory, together with the mandate given to the syndic to carry it. Finally, it states the bank account on which the aid will be received, the allocation of the sums once paid, the resulting submission obligations and the documents appended to the decision.
Organising the documents
An aid file is prepared document by document, and its content varies according to the measure. It most often brings together the appendix or the form for collective works, the proxies or the minutes of the meeting, the list of apartments and the energy reference floor areas, excluding common areas. Added to these are the required forms, the invoices accompanied by their proof of payment, together with the bank details. The file is completed by the reports, the certificates and the confirmation of the works carried out.
The periods to know
The scheme operates within time windows. The periods below are indicative and must be checked against the official sources at the time of the project:
- first application for an agreement in principle: from 1 January 2026 to 31 December 2030 included;
- invoices: from 1 January 2026 to 31 December 2035;
- application: within four years from 31 December of the calendar year of the invoice.
Planning the cash flow
The aid approval and the co-ownership's cash flow are two separate things: the aid is neither immediate nor guaranteed at the time the expenditure is committed. You therefore need to anticipate the deposits, the payment deadlines, the calls for funds, the time to receive the aid, the ineligible expenses, the discrepancies, the VAT, the fees and any loans.
Keeping the file
An aid file must remain available for consultation long after the end of the works. You should gather and keep the studies, the certificates and the plans, then the quotes and the resolution that authorised the works. Added to these are the contracts, the invoices and the corresponding payments, together with the applications submitted and the decisions obtained. The reports, the acceptance of the works and the warranties complete the whole.
Sources
The conditions, amounts and forms of the aid can be consulted on Guichet.lu, on the page devoted to Klimabonus 2026: guichet.public.lu. Klima-Agence publishes additional information on energy advice and the eligible measures: klima-agence.lu. The majority regimes applicable to decisions on works appear in Articles 15, 16 and 17 of the Law of 16 May 1975 on the status of co-ownership of built property: data.legilux.public.lu.
Last checked: 2026-07-31.
Disclaimer
The conditions, amounts and forms are liable to change as long as the definitive legal base has not been published and stabilised in the Mémorial. The official sources must be checked at the time of the project.