Service Charge Statements (Operating & Ancillary Costs)
A correct and transparent service charge statement is a key component of professional property management. We prepare complete and comprehensible operating and ancillary cost statements for residential and commercial properties in accordance with statutory requirements and the respective lease agreements.
Our objective is to provide legally compliant statements that are clear, understandable, and verifiable for both property owners and tenants.
Preparation of All Service Charge Statements
We prepare the complete annual service charge statements for all units within a property. All relevant cost items are systematically recorded, reviewed, and allocated to tenants in accordance with the contractual agreements.
Through structured processes and a well-maintained data basis, we ensure transparent and clearly traceable cost statements.
Unit-Based Apportionments
The correct allocation of costs to the individual units is essential for a fair and legally compliant cost statement. In doing so, we apply the agreed allocation keys, such as:
- Residential or usable floor area
- Number of occupants
- Consumption values (e.g., heating or water usage)
- Individual contractual agreements within the lease
This ensures that all costs are distributed appropriately and transparently across the respective units.
Review of Apportionable Costs
Before preparing the statement, we carefully review all cost items to determine their allocability in accordance with the German Operating Costs Ordinance (Betriebskostenverordnung) and the respective lease agreements.
Non-allocable costs are clearly identified and treated accordingly. This approach helps prevent billing errors and reduces the potential for disputes with tenants.
