Disclosure of information in housing and communal services. Filling out forms by managers of apartment buildings.

Management company reports

Homeowners do not assume that they have the right to see how their management organization is working at any time. The easiest way to do this is on the official websites, which almost all housing and communal services enterprises have.

However, a citizen who has an agreement with the Criminal Code can submit a written request to obtain the data that interests him. The applicant will receive the answer in the form specified in the document.

In addition to the application, there is a sample annual report containing information about the management of the housing stock. According to the law, the annual reporting of the management company to the owners must be prepared by April 1. Typically, the following are compiled: financial statements, technical summary statements, information on the receipt and distribution of contributions from residents, data on the number of services provided, expenses incurred and many other documents.

Legislative reporting framework

The fact that the management company is obliged to report to the owners of apartment buildings is provided for in paragraph 11 of Article 162 of the Housing Code of the Russian Federation. However, the method of communicating the results of the management company to copyright holders may be different if this is included in the annex to the contract of the management organization.

Based on the above paragraph of the article, the Government approved in Resolution No. 731 standards for the provision of information by enterprises providing housing and communal services. The document contains a list of data that the management company is required to include in reporting and a method for informing owners.

Order No. 882 of the Ministry of Construction and Housing approved the forms on which information is submitted.

Report form

Information about the results of work should be provided not only at the request of supervisory authorities, but also of residents of apartment buildings. They are not entered arbitrarily, as before, but on standard forms approved by the Ministry of Construction. The list contains 13 types of forms:

• 1.1 – contains general information (name, address, license number, details, opening hours, number of houses, etc.);
• 1.2 – financial activities, accounting documentation, expenses and income are reflected;
• 1.3 – information is provided on existing administrative penalties and fines imposed, if any;
• 1.4 – all residential buildings with which management contracts have been concluded are listed, indicating all the data on them (address, number of residents);
• 1.5 – a list of houses with which contractual relations have been terminated is given;
• 2.1 – contains information about the apartment building (year of construction, number of floors, entrances, elevators, etc.);
• 2.2 – all types of engineering communications are indicated;
• 2.3 – describes the action plan for all types of home repairs and their cost;
• 2.4 – information is provided on types of services, indicating standards and tariffs;
• 2.5 – the condition and repair plan for common property are indicated;
• 2.6 – contains all the data on major repairs (amount, expected date, contractor);
• 2.7 – information is provided on meetings held and issues discussed;
• 2.8 – the form contains a list of services performed, work, payment and debt for them, data on accruals and claims.

Standard form of annual report to owners

Standard form. Page 2

Standard form. Page 3

Forms starting with number 1 concern general management, and with number 2 - are compiled for each specific house.

Report submission deadline

The management organization must report the final information to the owners at the end of the 1st quarter. of the coming year (clause 11, article 162 of the RF Housing Code). Other periods are possible if this is included in the agreement with the management company.

Where are reports from management companies and homeowners associations usually sent?

All results of the past period are posted on the Internet, on websites that each housing management organization has. Additionally, the forms are posted on special display boards in the management company office. More annual information is sent to the GIS Housing and Communal Services website.

Responsibility of the management company for failure to provide a report

If mandatory reporting documentation is not presented, then such actions are a violation of the norms of entrepreneurial activity for the management of residential buildings (Clause 1 of Article 7.23 of the Code of Administrative Offenses of the Russian Federation). The penalty for this offense is:

• from 50 to 100 thousand rubles. for officials;
• from 150 to 250 thousand rubles. for legal entities.

Disqualification of responsible persons for a period of three years is also possible.

Annual report of the management company to the owners of the microdistrict, report form

» OSAGO You can see what the management company included in its report, for example, on its website.

This is where annual reports are published. Also, such information must be provided on an extraordinary basis at the request of a citizen.

If the owner disagrees with the documentation provided to him, he has the right to seek clarification. You can complain about illegal spending of funds to the housing inspectorate, the court, the prosecutor's office or Rospotrebnadzor.

Let's take a closer look at the approved reporting forms, the procedure for filling them out, and how to force the management company to act within the legal framework. The management company, as one of the forms of management of an apartment building, exercises its powers within the framework of current legislation. It should not violate the rights and legitimate interests of residents.

Each of the residents has the right to familiarize themselves with information about the activities of the management company in relation to a particular house.

Thus, a report is made for residents. Of course, the management company is not obliged to provide reports every month to each resident of the apartment building. But still, according to the application, the person has the right to receive the necessary information.

The management company is also obliged to provide a financial or housing report at the request of individual government bodies and officials.

Reporting to residents on the work done must meet all the requirements stipulated by Russian legislation. The main regulator of these legal relations is the Housing Code of the Russian Federation. It is in it that the norm is established that the management organization is obliged to report to the owners of apartments located in an apartment building.

All this is directly enshrined in Article 162.

It states that when concluding a management agreement, the organization assumes the responsibility for maintaining reporting documentation and bringing it to the owners of multi-apartment buildings. In addition to application reports, there is also an annual report, which the company managing housing and communal services in the house must generate, regardless of the presence or absence of statements from the owners.

What information is included in reports

In addition to general issues, all results of financial activities are included in the annual report of management companies to the owners.
The manager is obliged to provide data on the number of housing and communal services provided, broken down by type, and their compliance with planned indicators. He also reports on the calculations that the management company made with resource supply organizations and capital repair funds. It also informs you about the costs of fixing current problems. The number of citizens' appeals, detection of violations, measures taken with debtors, as well as how many penalties and fines were imposed on the management company in the past period are analyzed separately.

The owners of an apartment building can decide at a general meeting to add other clauses to the annex to the agreement and establish their own, more simplified form.

Condition of common property

At the end of the year, the condition of the structural elements of the common property (walls, foundation, partitions, roof, windows, as well as elevators, garbage chutes, ventilation and others) is assessed. For each element, its condition is assessed: “satisfactory”, “unsatisfactory”, “good”. In the note, the responsible person appointed by the management company provides an explanation if the situation is unsatisfactory.

List of services and works

This form of reporting documentation contains a list of services provided to the population (gas, electricity, heat, water supply and sanitation) indicating the names of organizations supplying resources, metering devices and their readings at the end of the year. A detailed list of works performed under the contract and requests of residents is compiled, records of which are kept by the management organization, as well as the frequency of their implementation.

Income and expenses

Movements in the amounts of contributions received by the company are documented in a separate document. It contains information about residents' debts for housing and communal services, rent debts (for example, advertising space), and the amount of debt for contributions for major repairs. The amounts accrued under contracts, payment under them and the result (balance or overexpenditure) are given. Contributions for major repairs are accumulated in a special account of the regional operator.

By law, the bank in which the management company opened a current account must accept rent. Therefore, this package of documents is accompanied by a statement of funds in the current account and cash register.

Settlements with owners

Separately for the houses, the management company draws up documents on the accrual of amounts to residents for all types of services. They contain information about payments and debts for supplied housing and communal services, costs for eliminating current problems and managing the house. The amount of savings or overexpenditure of funds according to the MKD is calculated.

Personnel and their efficiency

A well-chosen team is a guarantee of coordinated actions. Staff turnover leads to additional costs: training new employees, payment of benefits, lost profits. Therefore, every manager who understands the issue approaches the selection of personnel with full responsibility.

Maintenance of apartment buildings requires the presence of qualified workers in all directions: electricians, carpenters, plumbers, cleaners, elevator operators, dispatchers, accountants and others.

At the end of the year, the activities of all personnel are analyzed, after which conclusions are drawn about the effectiveness of work, and the optimal number of employees is calculated.

Procedure for challenging a board decision

If residents disagree with the estimate, the only way to react will be to remove the current board of the company with subsequent compensation for damages from the perpetrators. In this case, protecting the interests of residents is possible only in court. There is no other way to solve the problem - the proposals of the general meeting will not be enough.

Important! Even a legally illiterate citizen can and should be interested in the activities of the management company. To do this, you need to study housing legislation and the HOA charter, only after submitting a request.

Law firms operate in Russia. One of the areas of their work is resolving controversial issues with management organizations. You can get a free consultation from them, which may help solve your particular problem without involving the judiciary.

Drawing up and sample report

Often, employees of management companies hide from the owners basic information that should be covered in the report. What items must be included in the list of these documents?

• General information about the management organization. Such information includes the name, location, initials of the manager, information about income and expenses, and a report that corresponds to the diagrams.
• Information about the house that is managed by the company. The information includes the age of the building, total area, number of apartments.
• Information about utility networks and other communications is provided.
• The level of home improvement is established.
• A detailed list of utilities that are provided to residents of the house is listed.
• Information about the use of common property by the management company is provided.
• Data on funds collected for major or current repairs.
• Information about the site on which the house and its territory are located.
• Information from the real estate cadastre is included.

In the reporting, a corresponding table is formed, which indicates the list of services that are provided during the management of the house.

The second list sets out the costs of each service. The main pages are three tables. These include utilities, property retention services, and home management services.

An estimate of income and expenses is drawn up, which notes both the income of the management company associated with rent or business activities, and expenses.

Features of the annual meeting

The annual reporting meeting is held in the first quarter of the new year. Such a meeting must be held without fail.

All residents of an apartment building must be properly notified of the event. Failure to notify is tantamount to an administrative offense, which may become the basis for a fine against the management company. There is a specific form for holding such meetings.

1. First, turnout is checked. It must be more than 50%.
2. Next, the organizers introduce residents to an estimate of income and expenses. Issues related to various incomes and expenses are discussed.
3. Residents ask questions that arise during the discussion.
4. The management company gives detailed answers.
5. The discussion doesn't end there. Points of interest are examined individually, and the management company must provide explanations on pressing issues.

Staff Performance Report

A personnel performance report is a document that characterizes the activities of each employee of the management company. Perhaps the residents of the apartment building believe that for some time the employee did his work in bad faith, which affects the quality of the services provided. In this situation, they can discuss the performance evaluation, and if it is below the requirements, the employment relationship with such employee can be terminated.

Information in the employee performance report can be submitted both by employees of the management company and by the owners of housing in an apartment building themselves. The performance report is certified by the seal of the management company and the signature of the manager.

This document has legal force, and on its basis the employment relationship can be either extended or terminated.

Do I need to validate it somehow?

Since the reporting is an official document that is sent to the archive, where it is stored for a long time, and is provided to the owners for review, the issue of approval disappears by itself. Of course, in order for the document to have its legal force, and government agencies cannot call its legality into question, it is necessary to approve the reporting with the seal of the organization, as well as with the signature of the head.

Accounting and Finance

Contents Owners of premises in a high-rise building rightfully have the opportunity to find out information about the actual state of things that relate to the maintenance of the building.

However, the management company takes advantage of the fact that many citizens of our country do not have legal literacy, which means they do not always require reporting. Many management organizations refuse to provide the report, complaining that it has not yet been generated.

However, once a year this report must not only be in proper form, but also be read to all owner-occupiers without exception. The annual report of the management company, which takes place in the form of a meeting, is a mandatory procedure. Despite the fact that many owners are not at all aware that such a need exists, neither the head of the management company nor any other person has the right to cancel this procedure.

It is also impossible to delay the provision of such a report. In accordance with Article 162 of the Housing Code, this procedure must be carried out within a clearly established period. The management company’s employees are given the first quarter of the year, which follows the reporting quarter, to prepare documentation and present it to residents.

The issue of reporting by the management company to the owners is regulated by several legal acts. Among them:

1. Housing Code.
2. Rules for managing MKD.
3. Disclosure standards for home management organizations.
4. Order of the Ministry of Construction 411/pr.
5. Rules for maintaining common property.
6. Rules for the provision of public services.

Some owners who are not interested in the management of an apartment building are perplexed why they need to waste time participating in a meeting of residents to familiarize themselves with the report.

In fact, with the help of such an event, homeowners, having studied the information provided by the management company, can judge how the management of an apartment building is actually conducted, and whether it is worth continuing cooperation in the future.

Report on current repairs of an apartment building

Current repairs, unlike major ones, should be carried out much more often. This happens out of necessity, at the initiative of the management company or the owners of residential premises. It is necessary to report correctly on the fulfillment of the contract in this part. Standard forms of such reporting acts are published within each specific organization.

Such a document must indicate how much money was spent, what work was carried out, who carried out it and when it happened.

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Thus, when managing housing, the management company has an obligation to report on its activities to citizens. You can also request reports on the results of ongoing work on an extraordinary basis by written application. Otherwise, you can write a complaint to the housing inspectorate, the prosecutor's office or the judicial authorities.

Those companies that have a large number of complaints in this regard may be forcibly liquidated by court decision.

The management company's report to the owners is considered mandatory confirmation of the work done.

The Housing Code states that housing associations, management companies, and homeowners' associations are required to report to them every year. By law, such a report must be provided in a free form to housing and communal services during the 1st quarter of the current year.

The provision of information by the company must be carried out in the Management Code of the MKD in accordance with the implementation of the points that are specified in agreements with home owners. Information is provided for the previous year, unless other reporting conditions are specified in the agreement.

Report of the management company to the owners of the mkd article housing complex of the russian Federation 2020

It should also be mentioned that the owners of premises in an apartment building have the right to demand from the management company reporting on annual work and services provided, which is normatively enshrined in paragraph No. 40 on the rules for the maintenance of common property in accordance with the norms of Decree of the Government of Russia No. 491 of August 13, 2006.

Therefore, within five days, residents can receive from the management company full reports on the list, qualitative and quantitative indicators, as well as the timing of work and services.

In addition, residents have the right to check the quality of these services and works, as well as to demand correction of identified shortcomings and defects.

It is easier to create an annual report based on existing information, since this document represents a systematized information from all forms of information disclosure. According to statistics, about 70% of all apartment houses in the Russian Federation have a contractual relationship with the management company. If disputes arise between the parties to a contract, representatives of the judiciary initially examine the contracts.

For this reason, the drafting of the contract should be treated with the greatest degree of attention and scrupulousness. A protocol is a written act that must include such elements as:

• What topics were discussed and what documents were studied.
• Who took part in it?
• Date and signature of the manager.
• Has the document been approved?
• What services were discussed?
• When was the organization meeting held?

At the request of the citizen, the management company is obliged to provide him with all these reports.

The minutes are created exclusively for the general annual meeting, therefore, at the request of a citizen, such minutes are not provided on an extraordinary basis. Download a sample report meeting minutes from this link. ⇐ The main document published as part of the annual activities of the management company is the annual report.

This is a written document that is signed by the head of the company that manages utilities in your home and is provided to citizens who are clients of the management company upon their application.

Works and services

If we consider the rules for maintaining property, it is worth noting that there is an approximate list of services and work that the management company must perform. Due to this, verification of financial and business activities will be more effective.

Before signing an agreement to use an organization’s services, it is worth comparing the terms of services with those prescribed in the rules. The agreement must specify the order of services and the scope of work.

According to the rules, a clear list has not been established, but it can become a recommendation when signing an agreement with the management company. In case of non-fulfillment of the conditions, discrepancies in balance data, expenses, it is worth filing a claim with the housing inspectorate.

ATTENTION! Be consistent when filing complaints and follow the progress of the proceedings.

The report must contain acts of work performed; special tables are usually compiled. They provide a list of services provided by the organization throughout the year. The costs for these services are also stated. In most cases, 3 tables are created:

• home management,
• public utilities,
• services for the maintenance of common property.

A table can also be compiled for other services, if they were provided. The financial component should be displayed everywhere. This allows residents to see exactly what they are paying money for. The report should also indicate the quality of the work performed.

In what form should the MA prepare the annual report for 2020?

The third day of the second final online conference for the management and homeowners association was devoted to the preparation of the annual report.

Boris Valit gave recommendations on updating the terms of the apartment management agreement, explained how to avoid the most common mistakes when filling out the annual report and, most importantly, in what form to draw up the annual report for 2020.

10563Find out what topics we managed to discuss on the third day of the online conference - watch this short video. The form of the annual report is not established by law. If it is agreed upon in the management agreement of the apartment building, then the management organization needs to use it to submit a report for 2020 to the owners. If the form of the annual report is not agreed upon in the management agreement, then the management organization has two options: You can use form 2.8 established by .Develop your form using the recommendations.

In this case, we advise you to agree on the form of the annual report with the owners by amending the management agreement for the apartment building. 13159 We talked about the annual report in Form 2.8 established by . Let us explain what a report drawn up according to the recommendations should contain. A report drawn up according to this form may contain information on compliance during the reporting period with the list, volume and quality of work and management services, M&D of common property with the requirements of housing legislation and technical regulations. In the report data on the types and characteristics of work actually performed or services provided under the MKD management agreement is included, and the date when the work or services were performed is noted.

If during the reporting period the terms of the apartment management agreement were violated, such cases must be mentioned in the annual report. The types of utilities that the management organization provided during the reporting period are listed. Information on settlements made with RSO for resources supplied under concluded contracts for energy supply, heat supply, hot and cold water supply, sewerage and gas supply is indicated.B