Daudzdzīvokļu namu pārvaldīšanas prakse

Management and Renovation of Multi-storey Buildings in Latvia and the Worldg

The Management practice of g pmultifamily buildings in Finland

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Development Manager Marja-Leena Sallinen

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Finnish national wealth 2010Finnish national wealth 2010

BUILDINGS

BUILTLAND

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Helsingin Sanomat 6.12.2011: Kansanvarallisuustutkimus 2010, Statistics Finland, National Land Survey of Finland

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Real estate services next most important

”…group 70, Real estate services… was next most important… group of domestic final use in Finland´simportant… group of domestic final use in Finland s national economy [11,6%].” Most important was 45, Construction work [14,7%], then group 85, Health 5, Co s uc o o [ , %], e g oup 85, eaand social work services [10,7%], then 15, Food products and beverages [6,9%], then 75, Public p g [ , ], ,administration and defence; compulsory social security services [6,2%] and group 80, Education services g[5,6%].

“D ti fi l i i d f fi l ti“Domestic final use is comprised of final consumption expenditure and gross capital formation.”

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Official Statistics of Finland (OSF): Input-output [e-publication]. ISSN=1799-201X. 2007. Helsinki: Statistics Finland [referred: 15.2.2012].http://www.stat.fi/til/pt/2007/pt_2007_2010-06-23_tie_001_en.html

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Housing Companies

41 % of owner-occupied dwellings (~ 600.000) are d d d b h i iowned and managed by housing companies

(~ 80 000).

Housing company dwellings are mainly in terraced g p y g yhouses or in blocks of flats.

1/3 of population (~ 2.000.000) lives in blocks of flats.

http://www.ara.fi/default.asp?node=1495&lan=en

Ownership of Housing Companies

The shares in a housing company confer on their owner the right of possession of a specific apartment.

The shares are treated as personal property and can be sold and used as collateral for a loan.

http://www.ara.fi/default.asp?node=1495&lan=en

Limited Liability Housing Companies Act

Housing Company is a legal entity managed by

• General meeting (owner’s annual meeting)General meeting (owner s annual meeting)

• Board

M i Di t (P t M )• Managing Director (Property Manager)

A Housing companies’ rules are documented in it’s company-in-law and policies are defined by residents at open General meetings.

In English: http://www.finlex.fi/fi/laki/kaannokset/2009/en20091599.pdf

Limited Liability Housing Companies Act

The company is responsible for the management and maintenance of the building and joint facilities. g j

Owners pay a regular maintenance charge to theOwners pay a regular maintenance charge to the housing company to cover maintenance costs, heating costs and the water supplyheating costs and the water supply.

2010 average maintenance charge was 3,55 € / m2

The maintenance charge is proportionate to the living area of each dwelling.

In English: http://www.finlex.fi/fi/laki/kaannokset/2009/en20091599.pdf

Division of Liabilities

The obligation to ensure proper maintenance of buildings and apartments is shared between the g phousing company and its shareholders.

"Housing Companies - Maintenance and Repair Responsibilities" is a booklet created by The FinnishResponsibilities is a booklet created by The Finnish Real Estate Federation (FREF).

It shows in a tabular form what responsibilitiesIt shows in a tabular form what responsibilities stakeholders themselves have in terms of maintenance and repair and what responsibilitiesmaintenance and repair and what responsibilities housing companies have.

http://web.kiinkust.fi/kirjakauppa/default.aspx?product=345


The booklet defines in more detail the division of liabilities concerning the various parts and devices in apartments.

The distribution of responsibilities has been clarified with illustrations and explanatory texts.

Th b kl t i t f llThe booklet is meant for all shareholders, residents, board members property managersmembers, property managers and other people with responsibilities in housingresponsibilities in housing companies.



The division is derived directly from Housingdirectly from Housing Companies Act.

The division of responsibilities can be pchanged by changing the company-by-law of a housing company.

Some changes require g qapproval from all stakeholders.


Documents related to property management

General Terms on Property Management, ISE 2007https://www.rakennustieto.fi/kortistot/kh/kortit/00404

Ethical Code of Property Management HyväEthical Code of Property Management, Hyvä isännöintitapa http://www.isannointiliitto.fi/taloyhtiolle/isannointipalvelut/isannoinnineettisetohjeet/

Quality Requirements of Property ManagementQuality Requirements of Property Management,

KiinteistöRYL 2009, Chapter 1 Operative

Property Managementhttps://www.rakennustieto.fi/kiinteistoryl/fi/kiinteistoryl.html.stx

Lif l t t• Life cycle strategy

• Condition assessment (KH 90-00293)

• Condition survey (eg By 42)• Condition survey (eg. By 42)

• Renovation plan

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Property manager’s toolkit

Management, maintenance and society

Housing Companies

Overview of the most central documents related toOverview of the most central documents related to property management

Overview of the most central documents related toOverview of the most central documents related to technical maintenance

Examples of the most central documents related toExamples of the most central documents related to technical maintenance

Presentation of KiinkoPresentation of Kiinko

Presentation of Kiinko courses

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Documents related to technical maintenanceGeneral Terms on Building Maintenance, KP YSE 2007

https://www.rakennustieto.fi/kortistot/kh/kortit/00405

Quality Requirements of Property ManagementQuality Requirements of Property Management,

KiinteistöRYL 2009 https://www.rakennustieto.fi/kiinteistoryl/fi/kiinteistoryl.html.stx

Ch t 3 B ildi T h i l S t O ti d• Chapter 3 Building Technical Systems Operation and Maintenance

§ M i t M l (KH R kMK 10341) i§ Maintenance Manual (KH RakMK-10341), e-version

§ Energy Certificate (YM 765/2007)

§ Inspection of Electrical Installations (KTM 1187/91)§ Inspection of Electrical Installations (KTM 1187/91)

§ Lift regulations https://www.rakennustieto.fi/kortistot/kh/kortit/00263

§ Fire regulations (KH SM 10476)§ Fire regulations (KH SM-10476)

§ Indoor environment (eg. air S1-S3)

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Building Technical InspectionBuilding Technical Inspection

Conditionsurvey

C

Maintenancemanual

Conditionassessment Annual building

Conditioncertificate®

Energycertificate

Annual building management plan

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(Humidity, …)measurements

§

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STRATEGY

Finnish Real Estate Federation

SETTING MAINTENANCE QUALITY LEVELS

STRATEGY

FORMULATING SERVICE PACKAGES

GENERAL AGREEMENT GUIDELINES

SETTING SELECTION CRITERIA FOR THE SERVICE PROVIDERS

TENDERING DOCUMENTS TOSERVICE PROVIDERSSERVICE PROVIDERS

TENDERING

CLIENTAGREEMENT NEGOTIATIONS

CLIENT

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DRAFTING AND SIGNING THE AGREEMENTCLIENT AND

SERVICE PROVIDER

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PROPERTY AND MAINTENANCE MANAGEMENT PURCHASING PROCESS

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CONDITION ASSESSMENTGUIDELINESGUIDELINES

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RESIDENTIAL CONDITIONCONDITIONINSPECTION GUIDELINESGUIDELINES

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ConditionCondition

certificate ®

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Condition certificate® system classificationCondition certificate® system classification

renewal within 1 5 yearsrenewal within 1-5 years

repair within 1-5 y renewal within 6-10 yearsrepair within 1-5 y renewal within 6-10 years

light repair within 1-5 yearslight repair within 1 5 yearsor repair within 6-10 years

light repair within 6-10 years

no activities needed within next 10 years

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Property manager’s toolkit

Management, maintenance and society

Housing Companies

Overview of the most central documents related toOverview of the most central documents related to property management

Overview of the most central documents related toOverview of the most central documents related to technical maintenance

Examples of the most central documents related toExamples of the most central documents related to technical maintenance

Presentation of KiinkoPresentation of Kiinko

Presentation of Kiinko courses

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Kiinteistöalan Koulutuskeskus OyKIINKO R l E t t Ed tiKIINKO Real Estate Education

Finnish Real Estate Federation established 1907Finnish Real Estate Federation established 1907

Kiinteistöalan Koulutuskeskus Oy established 1978

Offers specialist postgraduate education and training forOffers specialist postgraduate education and training for asset, property and facilities management professionals in Finlandprofessionals in Finland

Short intensive courses, workshops, seminars, summits

Customized company training

Corporate development programs

Corporate competence gap surveys and education plans

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Consulting and recruiting services

Research and publishing

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Kiinteistöalan Koulutuskeskus Oy ownersKiinteistöalan Koulutuskeskus Oy owners

The Finnish Real Estate FederationThe Finnish Real Estate FederationVVO GroupFinnish Real Estate Management Federation FREMFFinnish Real Estate Management Federation FREMFThe Finnish Association of Building Owners and

Construction Clients RAKLIConstruction Clients RAKLIThe Swedish Real Estate Association in HelsinkiSATO CorporationSATO CorporationStudent Housing in Finland Oy SOATh Fi i h A i ti f R l E t t A t SKVLThe Finnish Association of Real Estate Agents SKVL

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Kiinteistöalan KoulutussäätiöKIINKO R l E t t Ed ti F d tiKIINKO Real Estate Education Foundation

F d ti t bli h d 1989Foundation established 1989

Specialized vocational institute status 1993

National specialized vocational institute status 1997

Financed privately and by Ministry of Culture and p y y yEducation

Degree or competence oriented long term programsDegree or competence oriented long term programs

– Competence-based qualifications

Registered trade mark® and KIINKO branded– Registered trade mark® and KIINKO branded degrees

C t i d t i i n 20

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Customized company training

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Kiinteistöalan Koulutussäätiö foundersKiinteistöalan Koulutussäätiö founders

The Finnish Real Estate FederationThe Finnish Real Estate FederationFinnish Real Estate Management Federation FREMF

ASRA – now part of RAKLIn

2012

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Competence areasCompetence areas

Construction managementC t tCorporate managementCustomer serviceFinance and accountingFinance and accountingInternationalizationOperation and maintenancepProperty managementReal estate agents and valuatorsReal estate businessReal estate ICTR id ti l h iResidential housingUrban and regional planning

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KIINKO Real Estate EducationKIINKO Real Estate Education

Turnover 7,5 million euros

Own employees 40Own employees 40

Specialist teachers from business life 300p

Students 3000 (intensive short) and 3000 (degree)

Own premises in Malmi and Helsinki City

Classes around Finland in conference sites

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Leadership and Business Administration within Real Estate Industry – Program for Executives TUJO+++

Real Estate Business Development for Executives/CEOs*****

Certification Program forSenior Executives in

P t D l t

Postgrad Program in Asset, Property and Facilities Mgt PGP

N ti l C tifi ti

Leadership and Business Administration within Real Estate Industry Program for Executives TUJO

Workplace Making For 21st Century Enterprise

Property Development RAPS***

RAP, RAPS, INFRA***

National Certification:Real Estate Director KJs**** ++

Senior Real Estate AgentYKV

Senior Property Manager®

Facility Management ExecutiveO/ *

*****

Real Estate ControllerKITA

YKV

Facility ManagerFMA++

AIT®KIJO/YEAT*

Technical Property ManagerITS® -TEK+

Professional Property ManagerITS®

Real Estate AccountingKPT II

Junior Real Estate Agent Real Estate Accounting

Specialist in Moisture DamageRepairs KOKO

Specialist Qualification in

Junior Property Manager++++

ISPE

Further Qualification forP t M *

Further Qualification forR l E t t A t*

Junior Real Estate AgentLKV**

Real Estate AccountingKPT I

Specialist Qualification inTechnology*

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Official education: vocational, uni of applied sc, universities, commercial training programs, work based learning

Property Manager* Real Estate Agent*

* B d t ti ti l kill i t t t d d b N ti l B d f Ed ti © P

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* By demonstrating vocational skills in competence tests, awarded by National Board of Education** Awarded by the Board of Examiners of the Central Chamber of Commerce, based on law *** Awarded by FISE, Finnish certification body for construction and real estate competence**** Awarded by certification team elected amongst academic, business and industry associations***** Supported by MIT and University of Reading

+ In co-operation with universities of app. science++ Partially eligible in Aalto University MSc/DSc+++ Also part of JyU MBA++++ Partially included

in Haaga-Helia BBA

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Maintenance and Operation

Facility Technical Services, Management

Repair andRenovation

Certification Training

Training and Qualification in Energy Services and Service Unit Management EKIJO

Training and Qualification for Moisture Damage Repair Specialists KOKO

Energy Performance Certificate Auditor (PETA)

Training andQualification for Energy

Specialist Qualifi-cation in

Residential Building ConditionInspector AKK, FISE

Building Condition Assessor

Training and Qualification for Facility and Project Managers FMA

Efficiency Specialists ETT

Training and Qualification for Technical Property Managers ITS®-TEK

Techno-logyTEAT

Building Condition Assessor PKA, FISE

Condition Certificate®Condition CertificateAssessor PKL

Training and Qualification for Senior Property Maintenance Foremen HMT P t D l t

Training and Qualification for Junior Property Maintenance Foremen KTJ

Training and Qualification for Property Development Representatives RAK

Qualification for Humidity Surveyor PKM

Building Systems Contract

Foremen HMT Property Development

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Foremen KTJ Representatives RAK

Experience or Education Background in Real Estate

Building Systems Contract Manager (Supervisor) TATE, LVITATE, STATE, RAUTATE, YTATE; FISE

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Basics of Real Estate

Prerequisites ©

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