Unified system of professional property management general provisions. AIS property management system

  • 16.11.2020

What are the features of real estate management as a type of business activity? How to manage commercial real estate? Where can I get training in property management?

Hello, dear friends! Welcome to the popular business magazine “HeaterBeaver”! Denis Kuderin is in touch.

The topic of the publication is property management. I will tell you in an accessible, simple and detailed way how to do business in the management of residential or non-residential properties. The material will be of interest to both property owners and those who want to try their hand at management.

At the end of the article you will find a small bonus - an overview of the three most competent companies in the Russian Federation engaged in professional property management.

1. What is property management?

If you are the happy owner of real estate on which you can do business, you don’t have to do the business yourself. There is a more civilized and simpler option - to hand over your property to the management of a professional company.

The company will be engaged in the commercial operation of your premises, and you will receive regular profits. A classic example of passive income. Naturally, some part of the financial proceeds will be used to pay fees for the services of the management organization.

As part of property management, there is a reasonable separation of the functions of the owner and manager. The owner’s task is to find a reliable, qualified and efficient intermediary who will look after his interests.

Further, all management functions are delegated to competent employees, but strategic decisions and overall control remain with the owner. The manager, in turn, acts on his behalf and, if necessary, makes proposals to increase income or improve operating conditions.

Let us list the main advantages of trust management:

  • saving time and effort for the owner;
  • increasing the competitiveness of the property in the real estate market;
  • the legal aspect of the operation of the facility is in the hands of professionals;
  • the manager closely monitors the condition of the property and tries to prevent damage to the property or improper handling of it.

If previously, mainly foreign real estate was transferred to trust management, in recent years this service has been gaining popularity in the domestic housing market of Russia and the CIS countries.

It is much easier to transfer the property into competent hands than to deal with it yourself - looking for tenants, selecting reliable candidates, drawing up contracts, collecting monthly fees, listening to neighbors’ complaints, etc.

In the case of third-party management, all these concerns are entrusted to a professional company that knows better how to ensure that all participants in the process (including neighbors) are satisfied and happy.

A short list of professional tasks of a management company:

  • creating favorable conditions for the client;
  • promoting the property on the real estate market in order to extract maximum profit;
  • contacts with insurers and brokers;
  • development and implementation of measures to optimize the costs of operating the facility;
  • carrying out planned preventative and repair work;
  • searching for tenants, negotiating with them, drawing up lease agreements, monitoring compliance with contracts;
  • financial settlements;
  • interaction with government authorities (if necessary).

The profession of a property manager has become increasingly in demand over the years. Firstly, because despite any crises, more and more residential and commercial properties are being built in the country. Secondly, more and more property owners want to delegate authority to professionals rather than handle things themselves.

Where do they study to become a property manager? In some specialized universities - in particular, at MGSU (Moscow State University of Civil Engineering), at MGUP (Moscow State University of Environmental Engineering), at the capital's Academy of Public Utilities and Construction, St. Petersburg State Polytechnic University and some other educational institutions.

In addition, in Moscow you can complete paid courses organized by certified specialists from the US Institute of Real Estate Management (IREM).

You will find additional information on the topic of proper management of real estate in the article “”.

2. What does property management include - an overview of the TOP 5 main management functions

The main tasks of a property management company and specific specialists are to provide clients with a stable profit and competently operate the facilities given at their disposal.

There are also more specific functions that we will look at in detail.

Function 1. Planning expenses and income for real estate

The first function is purely economic.

Manager:

  • distributes financial flows;
  • analyzes operating costs and organizes measures to reduce them;
  • controls the stable receipt of rental payments;
  • maintains rents at maximum market levels;
  • maintains accounting and reporting documentation.

At any moment, the company must be ready to report to customers on all counts - professional management presupposes complete transparency of financial settlements.

Function 2. Advertising the property and attracting tenants

Here the trust management company partially takes over the functions. That is, he is looking for buyers, advertising the property in every possible way. A competent advertising campaign is a guarantee of a profitable deal.

Pros promote products on all fronts - through the Internet, media, print publications, outdoor advertising. The more favorable the terms of the contract are for the client, the greater the manager’s fee.

Function 3. Maintenance and operation of real estate

In order for an object to remain functional and presentable for as long as possible, it must be properly maintained.

The manager is obliged:

  • monitor the correct operation of real estate;
  • carry out preventive and repair work in a timely manner;
  • provide security for the facility if required by the owner;
  • organize cleaning - professional cleaning of living space;
  • maintain and develop the facility in accordance with its purpose and client requirements.

All plumbing and engineering systems must work properly and uninterruptedly. If residents complain about cockroaches or rodents, the manager calls special services to destroy them.

If the company manages a private house (cottage, mansion), the company keeps the surrounding area perfectly clean, clears it of snow, garbage, waste, and landscaping the area.

Function 4. Coordination of redevelopments and reconstructions

If the management organization, based on considerations of increasing profitability, believes that the property needs redevelopment or reconstruction, it can offer this option to the owner.

All work is carried out at the expense of the owner, but the process itself is controlled by representatives of the management company. They hire contractors and monitor the progress of renovation activities.

Function 5. Preparation of contracts and resolution of controversial issues

The entire legal side of the process is controlled by the management company. Specialists prepare the text of the agreement with the tenant and ensure that the package of documents is complete. In case of controversial situations, they represent the client’s interests in court.

In the table, the main control functions and their features are presented in visual form:

3. How to manage someone else’s property and get good money - step-by-step instructions for beginners

This section is for those who want to engage in property management at a professional level. Of course, you can understand all the nuances of the management process only after training in this specialty. But it is useful to know the main steps of the process in advance.

Some people believe that property managers are the same as realtors. This is a wrong point of view. The manager is not only involved in advertising and searching for tenants, he is a universal specialist - an economist, lawyer, marketer, architect, even an ecologist and builder rolled into one.

And now - step-by-step instructions for novice managers

Step 1. We conclude a property management agreement

First you need to find an owner who will agree to transfer his property to you for management. Then an agreement is concluded with him, which clearly and without ambiguous wording stipulates the terms of cooperation - the amount of remuneration, the nature of reporting, the duration of the agreement, the responsibility of the parties in case of violation of obligations.

At this stage, it is useful to clarify the legal intricacies of the process in advance. This can be done quickly and inexpensively in the company Pravoved, which works online around the clock.

You just need to ask your question as correctly and competently as possible and get an answer from a qualified specialist in the field of housing law. Hundreds of professional lawyers and attorneys are constantly available on the site. More than 90% of consultations are given by them free of charge.

You can get competent legal support right now - just go to the site and spend a few minutes studying the functionality. You can also use the internal online chat.

Step 2. Finding tenants

So, you became a manager. Your next task is to find tenants. At this stage, you need to organize an effective advertising campaign for the property in order to rent it out at the maximum price. Your commission will depend on the amount of rent.

A contract must be concluded with tenants. It is clear that a professional will not hire the first people he meets as users, but will choose decent, solvent, and tidy tenants.

If you mistakenly place scandalous, problematic, cash-strapped clients in someone else’s apartment, you or your company will have to be responsible for their eviction and compensation for losses.

Example

The manager placed a non-working tenant in the apartment, a designer by profession, who assured that he would start freelancing in the near future.

However, a month later it turned out that the tenant’s main activity was meetings with friends and multi-day feasts with noise, music, drinks and cigarettes. The tenant was unable to pay for the next month, so we had to evict him and spend several days putting the living space in order.

Over time, you will learn to determine the degree of loyalty of a future tenant at first sight.

Step 3. We control the timely receipt of rent payments

The specialist constantly monitors that the rental conditions are strictly observed. Makes sure that the number of residents corresponds to the agreement, so that exactly the people who entered into the agreement live in the apartment.

And the main thing is that tenants pay rent on time. This determines whether the homeowner will be satisfied with your work. It is worth warning tenants in advance that payment cannot be delayed for a single day, otherwise the question of eviction will be raised. At this point, the manager must defend an extremely tough position.

Step 4. We organize the repayment of utility debts

Utility payments are also controlled by the manager. He can delegate this function to tenants, but the owner will ask him, and not the tenants, if something happens.

Keep all receipts and checks, check meter readings, and make monthly reports.

Step 5. We evict tenants

The lease agreement has expired. Residents have the right to extend the agreement or move out of the apartment. In the first case, a new agreement is drawn up, in the second, good riddance, but first you need to settle all financial matters. Full payment, zero balance, no debts and “I’ll transfer it to your card in a week.”

Step 6. We order cleaning services

After eviction, the apartment must be put in complete order. There is no need to do the cleaning yourself; there are specialists for this. They will make cleaning faster, better and more professional. Expenses are the responsibility of the owner - just remember to keep your receipts.

Step 7 We organize minor routine repairs

If the plumbing or electrical wiring is out of order, if the wallpaper is peeling off or the refrigerator is not working well, the manager is obliged to fix the problem. Again, the owner pays for the repairs, but you need to keep documentary evidence of the malfunctions and their elimination.

4. Professional assistance in property management – ​​review of the TOP-3 companies providing services

This section is for property owners who want to transfer it to management, but find it difficult to choose a reliable partner. We present the opinion of experts - a review of the three best professional management companies.

The company guarantees high-quality service and a reduction in operating costs by 30-50%. Property management is the main profile of the company. Service Technologies specialists have been engaged in the maintenance and operation of buildings since 1998.

All employees have completed training at the International Institute of Real Estate Management and have experience in the field of architecture, real estate services, construction and reconstruction. Employees' liability is mandatory insured by leading insurance companies of the Russian Federation. In addition to management, the company provides consulting, cleaning, and services for homeowners associations.

The organization not only develops and implements commercial management programs, but also monitors the competent technical operation of real estate. The company provides modern infrastructure equipment for facilities, using the most current technologies.

Management standards developed over years of practice provide owners with stable profits, transparent reporting and guarantee complete security of assets. The company operates in 40 regions of the Russian Federation and currently manages 240 facilities. Along the way, the company is engaged in business management and investments, professional assessment, and legal support for commerce.

The company has been operating on the Russian market since 2003. Property management is the main area of ​​activity of Arteko. The company deals with residential and commercial properties, providing: economical operation, cleanliness, landscaping, landscaping, minor and major repairs of facilities.

The organization has its own emergency service and electrical measuring laboratory. There is a cleaning department, concierge service, industrial mountaineering and consulting department.

5. How to avoid cooperation with scammers - 4 useful tips for property management

There is a risk of encountering scammers in any commercial enterprise. Property management is no exception.

To avoid becoming victims of scammers, follow useful expert advice.

Tip 1. Never hand over the keys without receiving the money.

Never forget the principle voiced by the classics: “Money in the morning, chairs in the evening.” Keys can be handed over to residents only after signing the contract and paying the rent in full.

If clients can't or won't cooperate on your terms, say goodbye to them and look for others.

Tip 2. Always enter into a contract with the tenant

“I don’t work without a contract!” Every manager should know and remember this phrase. All points and nuances of the lease must be “included in the protocol” - documented and taken into account by both parties. No verbal agreements, promises or assurances.

Tip 3. Be sure to request documents with the tenant’s personal data

Documents must be checked. The tenant's passport details must be included in the contract.

This will make it easier to find the tenant if he turns out to be a fraudster - for example, he rents out your property to others for a large sum, and then disappears in an unknown direction.

AIS Property Management System

Purpose

The analytical information system for accounting and real estate management NAMIB (hereinafter referred to as AIS NAMIB) is designed to collect, process and centrally store real estate accounting data, effectively control its use using a flexible reporting system, as well as automate processes related to the management of a real estate portfolio and its operation and construction projects.

Implementation goals

As a result of the implementation of AIS NAMIB, the following goals are achieved:

1. Creation of a centralized automated storage of credentials for real estate objects with a system of differentiated and unified access.

2. Automation of the processes of monitoring, planning and evaluating the efficiency of use of real estate.

3. Automation of processes related to the management of a real estate portfolio - functional blocks “Alienation”, “Rental”, “Operation”, “Repair”, “Accommodation of personnel and equipment”, “Setting tasks and monitoring their implementation based on the system of Key Performance Indicators” , “Investment Project Management”, “Evaluation”, “Statistics” and “Scoring System”.

4. Increasing operational efficiency through:

Use of unified tools;

Reducing the complexity of information processing;

Automation of the processes of preparing reports containing information necessary for making effective management decisions aimed at optimizing the real estate portfolio;

Implementation of an employee motivation system in AIS NAMIB, through the centralized setting by management of Key Performance Indicators, the achievement of which triggers the bonus procedure for distinguished employees;

Minimizing the influence of the “human factor” on the organization of real estate accounting;

Controlling the use of the property complex in the interests of the owner/owner.

Characteristics and functionality of AIS NAMIB

General characteristics

1. AIS NAMIB is a single source of information for employees of all structural divisions of the organization involved in the processes of accounting and real estate management, with the possibility of permanent remote access of registered users to stored data.

2. AIS NAMIB implements an intuitive graphical user interface.

3. AIS NAMIB software is built on the basis of “client-server” technology. To minimize computing operations on the server and reduce network traffic, the AIS client software is implemented according to the “thick client” principle.

4. AIS NAMIB client software operates in the Microsoft Windows family of operating systems.

5. AIS NAMIB has the ability to quickly exchange data with various automated information systems used or implemented in the organization (for example, accounting, etc.).

Functionality

Functionality of the block “Real estate database management system”:

1. The database provides the ability to store:

Several types of real estate records (for land plots, for buildings/structures/premises).

Records of title documents of real estate objects. Such records have an unambiguous connection with the record of the object in relation to which they are legal.

Copies of documents related to the property, such as “Technical passport”, “BTI certificate on the condition of the building”, “Explication”, “Floor plans”, etc., as well as photographs of the object. The transition to viewing the specified documents and photographs is organized directly from the real estate registration form. Third party software is used for viewing.

Copies of title documents of real estate objects. The transition to viewing the specified documents is organized directly from the form of recording the title document, as well as from the form of recording the property in relation to which it is the title document. Third party software is used for viewing.

2. Users have the opportunity to add new records of real estate objects and title documents to the database, adjust the data of existing records, as well as “mark” records for deletion (the procedure for deleting a database record is launched by the administrator of the AIS NAMIB).

3. In the screen forms of records of a real estate object or a title document, it is possible to display all data stored in the database in accordance with the type of record.

4. It is possible to search/select a record of a real estate property or title document according to specified criteria. The search/selection criteria can be any of the characteristics of the property or title document stored in the database.

5. The AIS NAMIB provides for the export of information stored in the database into files in the formats .xls, .rtf, .xml, .html.

6. A system has been implemented to backup information stored in the database for specified periods of time.

7. The value in the “Address” field of the property is set in accordance with the official Russian address classifier. There is also the possibility of visually displaying the location of a property on an electronic map of Russia.

8. Entering values ​​into key fields of database records is organized from pre-filled reference books. At the same time, it is possible to adjust the values ​​of such directories only by “local” administrators of the NAMIB AIS.

9. For some fields of database records, it is possible to store the history of changes in their values ​​in chronological order (for example, “Total floor area”, “Expert estimated value of the object”, etc.).

10. It is possible to store in the database a detailed explication of buildings/structures/premises indicating the number of personnel working in the room, the department to which it belongs, the area occupied by equipment, as well as maintaining a history of changes in the above explication data (for example, during redevelopment , during organizational and staffing activities, equipment modernization, etc.). Explication data is available directly from the building/structure/premises recording form.

Functionality of the “Reports” block:

1. It is possible for the user to create and save reports, the generation criteria of which can be any data stored in the database or characteristics of real estate objects and related documents.

2. When generating reporting forms, the user has the opportunity to apply a filter to the data displayed in them according to the criterion or group of criteria specified by him.

3. It is possible to create reports for any date, taking into account the history of changes that have occurred in the data stored in the database or the characteristics of real estate objects and related documents.

4. The user has the ability to save the reports he creates into files in pdf, xlsx, xls, rtf, docx, htm, emf, tiff, png, jpg, gif and bmp formats.

Functionality of the “Alienation” block:

1. It is possible to maintain and store the history of proposals for the alienation of real estate in chronological order.

2. The block implements systems for document flow and approval of real estate alienation transactions.

3. It is possible to create reports containing information about proposals and decisions made on them.

4. The possibility of automated import of information about real estate objects planned for alienation to information and trading platforms on the Internet has been implemented.

Functionality of the “Rent” block:

Records of lease agreements. Such records have an unambiguous connection with the records of the object, the areas of which are rented or rented.

Copies of lease agreements. The transition to viewing the specified documents is organized directly from the contract recording form, as well as from the real estate recording form, the areas of which are rented or rented. Third party software is used for viewing.

Detailed accounting of rentable real estate with the ability to display rentable areas on floor plans;

Detailed accounting of rental entities (tenants, lessors);

Accounting for rental relations (rental conditions, rental rates, terms of rental relations);

Accounting for rental space of each property based on concluded contracts;

Accounting for the lease of several objects within the framework of one agreement;

Automatic selection of available objects with the subsequent formation of contracts and display of rentable areas on floor plans of objects;

Planning of rental activities (financial planning based on market rates, planning of contract revenue budgets);

Monitoring the implementation of financial plans and budgets of contract payments, deviations of contract rent from the market and downtime of the vacated facility;

Generating reminders about the expiration of the contract, completion of assigned tasks, late receipt of payments and other important events.

3. The block implements systems for document flow and approval of lease agreements for real estate objects. The document flow system provides the ability to automatically generate texts of lease agreements, acts and additional agreements based on templates.

4. It is possible to generate analytical reports:

Implementation of the financial plan and rental budget for rental objects, lease agreements and tenants;

Assessment of the effectiveness of rental activities, both for the real estate portfolio as a whole and for an individual property;

With display in the form of charts of data on rental space of real estate objects with reference to time.

Functionality of the "Operation" block:

1. The AIS NAMIB database provides the ability to store:

Records of contracts for the provision of services for the operation of real estate. Such records have an unambiguous connection with the records of the property to which the agreements relate.

Copies of these agreements. The transition to viewing these documents is organized directly from the contract recording form, as well as from the real estate recording form to which the contract relates. Third party software is used for viewing.

2. The block implements automated execution of the following functions:

Standardization of the technological map of maintenance work;

Planning work on maintaining territories and cleaning premises and adjacent areas;

Planning of consumed utility resources and resource saving measures;

Formation of a financial plan for operation, both for the real estate portfolio as a whole and for an individual property.

3. The block implements systems for document flow and approval of contracts for the operation of real estate objects. The document flow system provides the ability to automatically generate texts of operating agreements, acts and additional agreements based on templates.

4. It is possible to generate analytical reports to assess the efficiency of operation, both for the real estate portfolio as a whole and for a single property.

Functionality of the "Repair" block:

1. The AIS NAMIB database provides the ability to store:

Records of contracts for the provision of services for the repair of real estate. Such records have an unambiguous connection with the records of the property being repaired.

Copies of these agreements. The transition to viewing these documents is organized directly from the form of recording the contract, as well as from the form of recording the property being repaired. Third party software is used for viewing.

2. The block implements automated execution of the following functions:

Planning budgets and work on the reconstruction of real estate;

Planning budgets and major repairs of real estate;

Planning budgets and work for scheduled preventative repairs and replacements;

Formation of a financial plan for all types of repairs, both for the real estate portfolio as a whole and for an individual property.

3. The block implements systems for document flow and approval of contracts for repairs of real estate objects. The document flow system provides the ability to automatically generate texts of repair contracts, acts and additional agreements based on templates.

4. It is possible to generate analytical reports assessing the effectiveness of repairs carried out, both for the real estate portfolio as a whole and for an individual property.

Functionality of the “Personnel and Equipment Accommodation” block:

1. The AIS NAMIB database provides the ability to store the electronic organizational and staffing structure of the organization.

2. The block implements automated execution of the following functions:

Accounting for personnel placement;

Accounting for the placement of furniture and auxiliary equipment;

Accounting for equipment placement;

Identification of premises that are redundant for the current state of organization;

Control of the use of excess premises;

Identification of unauthorized (not intended) use of premises;

Optimization of equipment placement;

Optimization of the placement of organizational units;

Planning the movement of equipment and departments during relocations, reductions and expansions.

3. It is possible to generate analytical reports:

Evaluating the effectiveness of equipment placement;

Assessing the effectiveness of personnel placement for each department;

Assessing the efficiency of use of premises after reducing the real estate portfolio, relocating departments and carrying out organizational and staffing measures, as well as after carrying out measures to modernize equipment;

With plans for the movement of equipment and departments during relocations, reductions and expansions.

Functionality of the block “Setting tasks and monitoring their implementation based on the system of Key Performance Indicators”

1. The block provides the ability to define a system of Key Performance Indicators (KPIs).

2. The possibility of centralized setting of tasks aimed at achieving pre-defined KPIs is provided.

3. The block provides the ability to generate analytical reports reflecting the results of completing assigned tasks, both for the real estate portfolio as a whole and for an individual property.

Functionality of the “Investment Project Management” block

1. The block provides the ability to create scenarios for making management decisions when implementing investment projects, using the interactive scenario creation wizard.

2. An automated calculation of the economic efficiency of projects is provided based on the mathematical model embedded in the scenario, as well as on the basis of information stored in the database and/or entered “manually” immediately before the calculation.

3. The block provides the ability to generate analytical reports assessing the economic efficiency of previously described investment projects, both for the real estate portfolio as a whole and for an individual property.

Functionality of the “Evaluation” block

1. The block provides the ability to create scenarios for express assessment of real estate using the interactive scenario creation wizard.

2. An automated calculation of the cost of an object is provided based on the mathematical model embedded in the script, as well as on the basis of information stored in the database and/or entered “manually” immediately before the calculation.

3. The block provides the ability to generate analytical reports containing the results of express assessments, both for the real estate portfolio as a whole and for an individual property.

Functionality of the “Statistics” block

1. The block provides the ability to download from external sources (from an Internet site, from a file) statistical data characterizing the real estate markets of Russian regions.

2. Automated processing of downloaded data is provided for its further use in other functional blocks.

3. The block provides the ability to generate analytical reports containing pre-loaded and processed statistical data.

Functionality of the “Scoring System” block

1. The block provides the ability to define a system of scoring system parameters and their weighting coefficients.

2. There is an automated calculation and processing of parameters based on the mathematical model embedded in the scoring system, the result of which will be a recommendation for making a particular management decision regarding both the real estate portfolio as a whole and an individual property.

3. The block provides the ability to generate analytical reports reflecting the results of scoring calculations, both for the real estate portfolio as a whole and for an individual property.

Construction management

1. Management of newly constructed facilities.

2. Analysis of personnel placement.

Projects

Rostelecom"

Accounting has been automated and a centralized electronic register of real estate objects and title documents of OJSC Rostelecom has been created, which, being one of the largest telecommunications companies, has a portfolio of corporate real estate geographically distributed throughout the Russian Federation with a total area of ​​about 9.3 million square meters. m (~ 23 thousand objects) and 32.2 million sq. m (~3.2 thousand hectares) of land plots (~15.5 thousand units).

News

The modern commercial real estate market, in addition to a properly planned concept, requires a real mechanism for executing the same real estate management, rental management and prompt response of this system to various changes in the real estate market.

Human factor. The property management system allows changes to be made only by authorized users. For example: the secretary can only view reports on debt and free space.


Real estate is property (real estate), the management of which can be divided into the following hierarchical levels:

Federal property management;
- real estate management of constituent entities of the Russian Federation;
- management of municipal real estate;
- property management of enterprises and organizations;
- management of individual real estate objects. The concept of “real estate management” can be interpreted in a broad and narrow sense.

In a broad sense, real estate management is understood as entrepreneurial activity to carry out the entire set of works related to the execution of any powers of the owner of real estate permitted by the civil legislation of the Russian Federation, including in accordance with the life cycle of real estate:

Intent;
- design;
- manufacturing (construction, construction);
- circulation (purchase, sale, rent, etc.);
- use (service);
- maintenance, operation, repair;
- major repairs, modernization, reconstruction and restoration;
- repurposing;
- disposal.

A different, narrower interpretation of real estate management is given in the Explanatory Dictionary of Real Estate: “Real estate management is the implementation of a set of operations for the operation of buildings and structures (maintaining them in working order, repairs, providing services, managing service personnel, creating conditions for users (tenants) , determining the conditions for leasing space, collecting rent, etc.) for the most effective use of real estate in the interests of the owner.

Real estate here (in the English legal field) means real estate, and we are talking specifically about property management. This emphasizes that real estate management also includes the management of rights to real estate. The property under management is considered as a unity of legal, economic and physical characteristics.

As follows from this definition, management is designed to ensure maximum efficiency in the use of real estate in accordance with the interests of the owner.

At the same time, real estate management activities are carried out in three aspects - legal, economic and technical.

The legal aspect of real estate management consists in the most rational use, distribution and combination of rights to real estate.

The economic aspect of real estate management is realized through the management of income and expenses generated during the operation of real estate.

The technical aspect of management consists in maintaining the control object in working condition in accordance with its functional purpose.

Property management is an integrated approach to improving and maintaining the condition of a property, organizing and forecasting its development. Property management primarily involves activities such as leasing and managing office buildings and managing real estate as an investment.

If in the West property management is a highly profitable business, then in Russia they started talking about property management services only in the early 1990s, when there was a demand for first-class offices. Today, business center owners invite a management company to act as a general contractor, which, if necessary, involves other companies in performing the work.

In modern Russian conditions, the work of managers is not regulated by federal legislation and is not subject to licensing, therefore the real estate management system is formed on the basis of the standards of the National Association of Property Managers of the Russian Federation (currently the Interregional Association of Property Managers) and the Code of Professional Ethics for Property Managers.

Goals, objectives and principles of property management

Real estate management is implemented by forming a management object that represents a complex of technologically or functionally related property, including a land plot, buildings, structures and their parts, etc.

Main objectives of real estate market management:

Implementation of the constitutional rights of citizens to real estate and responsibilities associated with its ownership;
- establishing a certain order and working conditions for all its participants in the market;
- protection of participants from dishonesty, fraud and criminal organizations and individuals;
- ensuring free pricing of real estate in accordance with supply and demand;
- creating conditions for investment that stimulate entrepreneurial activity in the production sector;
- improving the ecological environment, achieving economic growth, reducing unemployment, solving the housing problem and other public goals;
- fair taxation of real estate and real estate market participants;
- creating favorable conditions for solving the housing problem in the country and regions.

The principles of managing the real estate market largely depend on the political and economic conditions in the country, but at the same time they must take into account the current world experience.

Achieving the goals formulated above is possible by implementing the following management principles:

Separation of procedures - the use of special approaches to regulating relations between various types of real estate - residential and non-residential premises, land, forest plots and other objects;
- openness of information about all participants and objects of the real estate market for making business decisions;
- openness of rule-making - public discussion of draft laws and other regulations;
- division of powers between regulatory bodies;
- simplicity and clarity of the rules and procedures established by legislative acts on real estate;
- maintaining the continuity of the Russian real estate market management system, which has its own history and traditions, taking into account global experience in regulating ownership rights to various real estate objects; its adaptation to domestic conditions.

Subjects and objects in the real estate management system

There are various types of influence of market entities on a real estate property.

State regulation of real estate is carried out: - through direct intervention (direct administrative control), including: the creation of laws, regulations, rules, instructions and regulations governing the functioning of real estate; introduction of a mechanism of liability for violation of regulatory requirements when making transactions with real estate; control over compliance by all market entities with established norms and rules; registration of rights to real estate and transactions with them; licensing of business activities in real estate:

Through indirect influence (economic methods of management of real estate), including taxation of real estate and the provision of benefits; implementation of state target programs; establishment of depreciation standards; reforming the housing and communal services; issuance and circulation of housing certificates;
- through a comprehensive solution to issues of land use and privatization, development of engineering infrastructure, etc.

Social impact is the reaction of broad sections of society, including professional participants in the real estate market, to certain real estate transactions, which serves as the basis for regulations, regulations, etc.

Management of certain real estate objects that the owner uses to conduct specific business activities and to obtain maximum profit.

Management of systems of real estate objects of the subjects of the federation: municipal real estate, land resources; forest fund; real estate in the housing sector; non-residential real estate.

Management of individual objects, enterprises and other property complexes involves their transfer to operational management and economic management, trust management, rent in various forms, etc.

The real estate management system is based on the principle of object-by-object management, which consists of object-based delimitation (formation) of real estate; classification and unified registration of objects; on object registration of property rights and real estate valuation; taking into account industry-specific features of real estate management and coordination of real estate policies.

Property management services are not provided for properties that are not subject to registration in accordance with the Law on State Registration of Rights.

The profession of “real estate manager” is in demand only in a society where there is private property and a clear understanding that qualified management is required to ensure current profitability and increase the capital value of a property. A professional manager can not only carry out the will of the owner, but also act as a consultant and offer various options for using the property.

Based on clearly defined goals, the manager develops a business plan for a specific facility. The recommendations it contains may have several options for development. They must be described in such a way that, if desired, the owner can choose the option himself.

Property managers:

Conduct an advertising campaign for the management object, sending out offers, using newspapers, magazines distributed to potential clients, and personal contacts;
- regulate relations between owners and tenants and government agencies;
- maintain financial statements;
- select professional service personnel;
- carry out insurance of the property;
- conduct technical and operational inspection and acceptance;
- conclude any necessary agreements to manage the technical condition of objects, while simultaneously monitoring their implementation, etc.

The preferred real estate objects for management are large (from 3-5 thousand m2) administrative office, warehouse, retail, and industrial premises, regardless of the form of ownership and degree of occupancy. The best option for management is to have several buildings with different directions.

The services of a professional management company are usually used by owners of large real estate properties (both owned and long-term leased) who experience obvious discomfort from the ineffective or insufficiently efficient use of buildings and territories they own. Among them may be design, research and commercial organizations; they have at their disposal real estate objects received from state municipal bodies on a long-term lease basis, or privatized, the areas of which are excessive for the current needs of the owner.

The state is still the largest owner of real estate, but the management of state property remains the prerogative of state unitary enterprises, although professional managers could “extract” additional income from these real estate assets by increasing their capital value.

The range of real estate management services includes:

Specifying the consumer's goals when owning a property;
- advising the owner on the state and analysis of the real estate market when establishing rights to an object to determine whether the object meets the owner’s needs;
- acceptance of the property for management;
- physical, legal and economic examination of the object;
- analysis of options for further use of the object and selection of the best option for using the object, taking into account consumer requirements;
- development of a facility management program and its implementation with periodic adjustments;
- representing the interests of the owner before third parties on issues related to the property transferred to management;
- organizing and maintaining the procedure for mutual settlements between entities involved in ensuring the life of the facility;
- maintaining periodic reports to the owners on the progress of the management program.

Trust management of real estate as a form of entrepreneurial activity has not yet become widespread in our country. The practice of transferring federally owned blocks of shares into trust management is better known. However, the concept of trust management of property was introduced into the legislation of the Russian Federation (Part 4, Article 209, Chapter 53 of the Civil Code of the Russian Federation) as an independent legal form of managing someone else’s property.

Objects of trust management (Article 1013 of the Civil Code of the Russian Federation) can be: enterprises and other property complexes; individual objects related to real estate; securities; rights certified by securities; exclusive rights and other property.

Forms of state regulation of the real estate market

State regulation of the real estate market is carried out in two forms:

1) through direct intervention, i.e. administrative way;
2) indirect impact or economic management methods.

Direct administrative control includes:

Creation of a regulatory framework (laws, regulations, instructions, etc.) regulating the functioning of the real estate market in the center and in the regions;
- licensing, registration, granting rights to authorized persons to carry out transactions with state and municipal property;
- establishing mandatory requirements for the content and quality of various types of activities in the real estate market and for its participants;
- control over compliance by all market participants with established norms and rules;
- introduction of prohibitions and sanctions for deviations from regulatory requirements when making transactions with real estate;
- purchase into state ownership of any real estate for public needs.

Economic methods of managing the real estate market are carried out using:

Property tax systems;
- discount policy of the Central Bank of the Russian Federation;
- issuance and circulation of housing certificates;
- implementation of state target programs;
- depreciation policy;
- foreign economic activity, etc.

The management of real estate is distributed among various branches of government (legislative, executive, judicial), which are considered independent in their activities.

The Federal Assembly issues laws regulating the real estate market. The President issues decrees that do not contradict existing laws. The government issues decrees, ministries and departments - regulations, instructions and orders that establish specific procedures and rules for the management of real estate.

Representative authorities of the Russian Federation (State Duma, Federation Council) and its constituent entities have the authority to adopt legal acts on issues of real estate management and exercise control functions.

The Ministry of State Property is entrusted with the functions and tasks of managing and disposing in the prescribed manner of federal property on the territory of the Russian Federation and abroad; implementation, based on the legislation of the Russian Federation, of the state policy of privatization of state and municipal enterprises, including land plots located under privatized enterprises, etc.

Municipal authorities are also involved in property management. For example, in the sphere of regulation of forest relations, the competence of district administrations includes: accounting of the forest fund, distribution of the approved limit of the logging fund among forest users; organizing the implementation of measures to protect forests from fire, disease, etc.

In the management of non-residential buildings and structures, the following rule applies: decisions on the disposal of real estate are made by the relevant owner in the prescribed manner - an individual or legal entity, authorities of the Russian Federation, constituent entities of the Federation and municipalities.

The competence of executive authorities to regulate property relations includes:

Management and disposal of real estate, their reconstruction, restoration and construction, finding the necessary investments;
- provision of real estate owned by the city for rent; setting rental rates;
- zoning of the city territory;
- compilation and maintenance of the city’s land cadastre, etc.

State regulation of land relations

State regulation of land relations is aimed at organizing the rational use and protection of lands by establishing certain rules and norms for the ownership, use and disposal of the country's land resources and their individual parts in order to strengthen and develop the country's economy. The Russian state, according to the Constitution of the Russian Federation, has the right to regulate land relations because it has sovereign state power over the entire territory of the country and is the executive body of its people.

There are two types of state regulation of land relations:

1) regulation by the state as a sovereign with territorial supremacy over all lands, regardless of form of ownership. Methods of power and subordination are used, expressed in legislative and other regulations that are mandatory for all owners and users of land (for example, on taxation, environmental protection, maintaining a land cadastre, etc.);
2) economic regulation. State bodies act as economic entities - they provide land plots to citizens and organizations, keep records of land, rent it out, etc.

State regulation of land relations is divided into general and sectoral (departmental). General state regulation is carried out by state bodies of general and special competence, whose actions apply to all categories of land and all subjects of land relations. Industry (departmental) regulation is carried out by ministries, committees, and federal services. Their actions extend to subordinate enterprises and organizations that are granted land for ownership and use.

On-farm management is carried out by land owners, tenants and land users themselves. Taking into account the interests of the population, they resolve issues of ownership, use and disposal of municipal property, determine territorial development programs, provide and withdraw land plots, exercise state control over the use and protection of land, and organize land management work.

The competence of federal government bodies to regulate land relations includes:

Adoption of the Land Code of the Russian Federation and other federal laws regulating land relations;
- establishment of uniform principles of payment for land; establishing a procedure for registering rights to land plots and other real estate firmly associated with them;
- approval of the procedure for organizing land management, maintaining the state land cadastre and monitoring of lands, organizing and implementing state control over the use and protection of lands;
- establishing the boundaries of specially protected areas that are part of several constituent entities of the Russian Federation, as well as in places of residence and economic activity of small peoples and ethnic groups, in agreement with the relevant government authorities and local governments;
- disposal (withdrawal and provision) of land plots in federal ownership;
- purchase of lands for federal needs;
- development, together with state authorities of the constituent entities of the Russian Federation, and approval of federal programs for the rational use of land, increasing soil fertility, protecting land resources in combination with other environmental measures.

The jurisdiction of state authorities of the constituent entities of the Russian Federation for the regulation of land relations includes:

Adoption of laws and other regulatory legal acts of constituent entities of the Russian Federation in accordance with the Constitution of the Russian Federation, the Land Code and other federal laws;
- identification of territories with a special legal regime for land use, establishment and change of their boundaries;
- establishing maximum sizes of land plots;
- establishing the size and procedure for payment for land, as well as establishing the procedure for their centralization in accordance with the legislative acts of the Russian Federation;
- approval of the procedure for disposing of lands that are state-owned by constituent entities of the Russian Federation, as well as the procedure for changing the intended purpose of a land plot;
- approval of city and village boundaries, cities and towns of republican, regional, regional, district subordination;
- approval in accordance with the laws of the Russian Federation, taking into account local conditions, the procedure for state control over the use and protection of lands, land management;
- establishment of benefits for collecting payments for land in accordance with federal law;
- organization of maintaining the state land code, land management and land monitoring in accordance with the procedure established by the legislation of the Russian Federation;
- organization of state control over the use and protection of lands;
- disposal (withdrawal and provision) of land plots owned by constituent entities of the Russian Federation;
- change in the purpose of land;
- making decisions on the seizure (purchase) of lands for the state needs of the constituent entities of the Russian Federation.

The Federal Body for Land Resources and Land Management and its local organizations in accordance with the law:

Develop proposals for the management of lands in state and municipal ownership;
- suspend the execution of unlawful decisions on issues of seizure and provision of land plots until they are considered by the relevant authorities (administration, court, arbitration court);
- bring to administrative responsibility persons guilty of violating the land legislation of the Russian Federation;
- issue, in accordance with the established procedure, permits (licenses) for the right to carry out land management and other design and survey work related to the study and use of land resources;
- analyze the state of the land market;
- submit proposals on the procedure for calculating the standard price of land, the procedure for establishing the rate of land tax and penalties for violation of land legislation;
- organize and maintain the state land cadastre.

STO GS 01.0.01-03. "Unified system of professional property management. General provisions."

General provisions

Introduction

A unified system of professional real estate management is being created in accordance with the economic conditions of developing market relations and management structure in the Russian Federation on the basis of current legislation, norms and rules, and business customs.

Currently, professional real estate management is just emerging in the Russian Federation as an independent area of ​​activity. There are practically no training systems and qualified specialists in real estate management, there is an acute lack of structured knowledge on the subject of activity, there are no uniform standards and methods of professional activity. There is a misunderstanding among property owners of the importance of a professional approach to property management, which is associated both with the novelty of the relevant issues and with distrust in the activities of management companies.

The main goal of the documents of the unified system of professional real estate management (USPUN) is to protect the interests of participants in the real estate management process while developing the independence and initiative of all participants in the real estate market.

1 area of ​​use

1.1 This standard establishes the purpose, objectives of a unified system of professional real estate management, standardization objects, the structure of classification groups of documents (standards and guidelines) of the ESPUN, the rules for their designation, the boundaries of application of the ESPUN documents, the main participants in the property management process, terms and definitions of basic concepts in the field property management.

1.2 The provisions of the ESPUN documents are mandatory for members of the NP “Guild of Surveyors”. Members of the NP “Guild of Surveyors” have the right to allow incomplete fulfillment of all requirements of the ESPUN documents in the event that fulfillment of all requirements is not economically justified or is impossible due to restrictions imposed by the founder of the management and specified in the agreement for the management of the property.

1.3 Other business entities that are directly or indirectly related to real estate management apply the ESPUN documents voluntarily.

1.4 Documents ESPUN must provide:

1.4.1 Owners (owners) of real estate:

 Understanding how property management should be organized to ensure the achievement of established goals, the advantages and disadvantages of attracting professional management companies;

 “ Transparency” of the activities of management companies;

Criteria for assessing the quality of property management services.

1.4.2 Property managers:

Knowledge of organizing effective property management;

Tool for improving the quality of management services;

Unified terminology and conceptual apparatus in this area;

Opportunity to improve the status of the profession.

1.4.3 For object consumers:

 Guarantee of quality service at facilities managed by management companies that adhere to the provisions of the ESPUN documents.

GOST R ISO 9000-2001 Quality management systems. Fundamentals and vocabulary.

GOST R 1.4-93 Industry standards, enterprise standards, standards of scientific, technical, engineering societies and other public associations. General provisions.

GOST R 1.5-92 State standardization system of the Russian Federation. General requirements for the construction, presentation, design and content of standards.

3. Terms and definitions

In the ESPUN family of documents, the following terms with corresponding definitions are used:

3.1 Terms related to the management process:

3.1.1 Real estate management - organizing the most effective use of real estate in the interests of its owners, including the development of a real estate management program, organizing the technical operation of real estate, providing the object with utilities, marketing real estate, organizing services for real estate users, ensuring relationships with authorities and utilities services, management of real estate development projects.

3.1.2 Professional property management - property management carried out by a management company based on the principle of separation of ownership and management in accordance with the provisions of the ESPUN documents.

3.1.3 Real estate management service is a service provided by the management company in accordance with the ESPUN documents in the interests of the management founder.

3.1.4 Management order - a clearly formulated wish of the owner to transfer the property he owns to the management of a management company, containing the name and address of the property, the owner’s goals in relation to the property, the duration of the contract for managing the property, and the responsibilities of the parties.

3.1.5 Property management agreement - an agreement under which the owner of the property transfers the property under his jurisdiction to the management company.

3.1.6 Real estate management program - a business plan for the management company’s activities for managing a real estate property, which provides a justification for the most effective option for using the property, as well as a system of plans and measures for its implementation. Management programs must contain economically sound indicators of current and medium-term planning, financial, economic and other results.

3.2 Terms related to participants in the real estate management process:

3.2.1 Management entity (manager, management company) - an individual or legal entity that carries out a set of actions to manage real estate. A management company is understood as a subject of management within the framework of the ESPUN.

3.2.2 Management company is an organization whose main activity is management in accordance with the requirements of the ESPUN documents of real estate owned by third parties. In the ESPUN documents, a management company also refers to individual entrepreneurs providing real estate management services, unless otherwise expressly stated therein.

3.2.3 Real estate manager - a full-time employee of the management company or an individual entrepreneur who has been trained in a special program and certified in the prescribed manner for the professional management of real estate for various purposes and levels of complexity.

3.2.4 Owner of a property - an individual or legal entity who has ownership rights to a property, acting as the owner and distributor of the property. The owner may transfer his powers to own, use and dispose of the property to another person, use the property as a place for the production of goods or provision of services, or for permanent or temporary residence by himself or by third parties.

3.2.5 The founder of management is a legal or natural person who disposes of the object of management from which the order for management comes. The founder of the management may dispose of the object of management on the right of ownership or on another property right.

3.2.6 Beneficiary - a person in whose interests real estate is managed and who is the recipient of income from the management of commercial real estate. The beneficiary can be the owner of the object or a third party specified by the owner (founder of the management).

In cases where the founder of the management does not designate a beneficiary in the prescribed manner, the beneficiary is directly the founder of the management.

3.2.7 Users (consumers) - persons who use the property as a place for the production of goods or provision of services (non-residential properties) or for permanent or temporary residence (in the case of residential properties). Users can be tenants (in the case of commercial objects) or internal divisions of the owner of the object, as well as third parties (in the case of non-commercial objects).

3.2.8 Suppliers of goods, works, services - persons who supply goods, works, services necessary to ensure the process of managing the property.

3.3 Terms related to control objects:

3.3.1 A real estate property is a legally separate part of real estate, consisting of a land plot (or its share) and all associated buildings and structures (or parts thereof).

A real estate object in respect of which management actions are carried out in accordance with the standards of the Unified System of Professional Real Estate Management is called a management object. Management objects within the framework of the ESPUN include premises, buildings, property complexes, territories, and real estate complexes.

3.3.2 Premises - a space inside a building that has a specific functional purpose and is limited by building structures.

3.3.3 Building - an architectural and construction object consisting of load-bearing and enclosing structures, foundation, walls and roof, forming a closed ground volume. The main purpose of a building as an object is to create conditions for living and (or) activities of people, location of production, or storage of products.

3.3.4 Property complex - a real estate object consisting of several buildings located on one or more land plots with a common external border, having a common engineering infrastructure, complementing each other in such a way that they can be considered as a single interconnected complex of real estate, the management of which is as a whole ensures the achievement of management goals to the greatest extent.

The term “property complex” is not equivalent to the concept of “enterprise as a property complex” in the Civil Code of the Russian Federation.

3.3.5 Territory - a set of land plots with buildings and structures located on them, with common boundaries, including a combination of various territorial zones according to the type of their urban planning use.

3.3.6 Complex of real estate objects - the entire set of real estate objects (premises, buildings, property complexes) under the jurisdiction of one management entity, including those that are geographically separated. A complex of real estate objects may consist of several premises, several buildings, several property complexes, interconnected in various combinations.

3.4 Terms related to service:

3.4.1 Service for real estate users - a set of measures to ensure the proper use of the real estate property, including the implementation of rental transactions and the provision of additional services to users of the property.

3.4.2 Proper use - the use of a property as a place for the production of goods or provision of services, or for permanent or temporary residence, meeting the goals of the owner of the property, taking into account the requirements of its users and the legitimate interests of third parties.

3.4.3 Rental operations - a set of activities for leasing a property, including negotiations with potential tenants, concluding lease agreements, collecting rent and other payments, representing the interests of the lessor in relations with tenants, and measures to terminate the lease agreement.

3.4.4 Lease agreement (property lease) - an agreement under which the lessor (lessor) undertakes to provide the lessee (tenant) with property for a fee for temporary possession and use or for temporary use. Land plots and other isolated natural objects, enterprises and other property complexes, buildings, structures, equipment, vehicles and other things that do not lose their natural properties during their use (non-consumable things) can be leased.

3.4.5 Lessor - a party to the lease agreement, a person who transferred his property for temporary use to the Lessee for an appropriate fee. The right to lease a management object by law belongs to its owner. Lessors can also be persons authorized by law or the owner to lease property. Under a management agreement, the owner of the property can grant the rights of a lessor to the management company or to third parties (brokers, etc.).

3.4.6 Tenant - a party to the lease agreement, a person who has received property for temporary use and possession for an appropriate fee.

3.5 Terms related to the technical operation of real estate:

3.5.1 Technical operation of a building is a set of measures to ensure the preservation of the condition of the building’s structures and its equipment, in which they are able to perform specified functions in accordance with the parameters established by the requirements of technical documentation. The system of technical operation of buildings is a set of means, materials, products intended for operation, as well as performers and documentation establishing the rules for their interaction, necessary and sufficient to perform operational tasks. Technical operation of buildings includes maintenance, current and major repairs of real estate, and sanitary maintenance.

3.5.2 Building maintenance is a set of activities related to managing the processes of building operation, including monitoring the technical condition of the building, maintaining the operability of its structural elements and engineering systems, their adjustment and regulation, preparation for seasonal operation of its elements and systems.

3.5.3 Repair of a building - a set of construction, organizational and technical measures to eliminate physical and moral wear and tear, not related to changes in the main technical and economic indicators of the building.

3.5.4 Sanitary maintenance of real estate - a set of measures aimed at ensuring established sanitary and hygienic requirements for premises and territory. Includes work on cleaning premises and common areas, cleaning and clearing the surrounding area, maintaining garbage chutes, deratization and disinsection of real estate.

3.5.5 Providing utility resources - activities to organize the supply of drinking water, electric and thermal energy, hot water, gas, household waste removal services to the facility, including determining the need for utility resources (services) and conducting negotiations with the relevant utility services, control over the supply of resources (provision of services); organization of a payment system for consumed resources (services).

3.6 Terms related to property marketing:

3.6.1 Marketing of an object - adapting the characteristics of a real estate object to sales requirements, aimed at increasing demand for the managed object, increasing its attractiveness in the eyes of potential and actual users. It consists of monitoring and analyzing the market, positioning the property on the market, determining rental/sale conditions, organizing and conducting an advertising campaign.

Automated real estate management system (ASUN) is a unified system for implementing management decisions related to the formation, use, disposal and ownership of real estate in various aspects of the company's activities. The system allows you to create a unified, complete database of reference information about real estate objects, with the possibility of its further updating.

Relations related to the ownership, use and disposal of property are characterized by large amounts of information due to the significant number of objects and subjects of the relationship. The solution provides accounting and monitoring of property objects, which allows you to automate business processes in organizations for maintaining a register of property, equipment characteristics, use of property objects and reporting on registers, making selections according to specified parameters and monitoring deadlines, as well as saving and maintaining a history of changes in information about accounting objects. Constantly updating the system with information about the quantity and quality of various categories of property allows you to create a real tool for monitoring ongoing changes.

The system is the central place for maintaining and storing reference books on accounting objects and provides downloading of relevant reference information from external systems or structured files.

The system allows you to ensure the efficiency and quality of making management decisions on the disposal of property objects that are in state and municipal ownership, through the introduction of modern information technologies and increasing the reliability and completeness of information.

Purpose of the system:

  • Property accounting: inventory, collection, consolidation of data and generation of structured information about property and property complexes. The result of property accounting is the creation of a register, which is a unified system for operational accounting of property objects and rights to them.
  • Management: control and monitoring of current and forecasting future states of property in a tactical (operational) or strategic perspective.

Objectives of the project to create a property management system

Transparency:

  • creation and maintenance of a unified information system - the Register of Real Estate Objects;
  • creation of a standardized database of contracts in real estate management;
  • development of management reporting for the Register of real estate and contract management;
  • development of a reminder system for real estate objects and contracts.

Management Accounting:

  • creation of a unified system for planning, accounting and cost analysis for the maintenance, operation and repair of individual real estate objects.

Monitoring and management:

  • creation of an effective real estate portfolio management system;
  • development of management reporting on the profitability of real estate management;
  • monitoring of real estate objects and components of service costs as a means of providing support for management decisions.

The system is designed to organize:

  • centralized maintenance of basic data in areas of accounting in a single database (real estate objects, land plots, investment companies, which are on the balance sheet and its maintenance);
  • maintaining and using Customer directories to record specified objects;
  • management of accounting objects (attaching contracts to the card, writing off, re-assigning);
  • operational monitoring of the condition of accounting objects;
  • generating information samples at the user's request.

The system allows you to maintain basic data based on directories of normative and reference information.

1. Maintaining basic data of accounting objects is carried out by:

  • manual entry;
  • automatic loading from structured files (for example, xml).

2. Maintaining information directories in the following areas:

  • subjects of the Russian Federation;
  • federal districts of the Russian Federation;
  • types of real estate;
  • units;
  • other real rights;
  • categories of land plots;
  • boolean value;
  • municipalities of the constituent entities of the Russian Federation;
  • district departments;
  • divisions of the Customer's company;
  • countries of the world;
  • types of assignments of property objects;
  • types of property;
  • types of ownership of property objects.

3. Management of accounting objects:

  • registering objects by attaching them to the balance holder (Division of the Customer's company) automatically after saving the object card;
  • removal of an object is carried out by reassigning it to another balance holder (Division of the Customer’s company);
  • Attachment of contracts is carried out in MS Office, graphic, and also those specified by the Customer.

4. Monitoring of the status of accounting objects is carried out based on filters:

  • reference books;
  • data fields.

5. Based on the samples, reports of the structure specified by the Customer are generated.