Service Charge Budget and Apportionment Spreadsheet
Each cost heading with last year's actual and this year's budget.
Resources
Templates for leaseholders, residents' groups and house shares to budget, log, allocate and share the costs of a building they use together.
These sheets cover the paperwork of living in a shared building: apportioning a service charge, tracking a reserve fund, logging communal repairs, keeping resident and parking registers and splitting bills between housemates. Every calculator applies the shares, rates and figures you enter yourself; no percentages, contribution levels or legal wording are supplied.
25 resources · every one as a printable and fillable PDF in A4 and US Letter, and online · 15 with an Excel workbook.
Each cost heading with last year's actual and this year's budget.
Every contribution into the fund and every payment out of it.
Every recurring task for the common parts, with its area and frequency.
Each quote broken down by line, so like is compared with like.
Entrances, lobbies and lifts checked item by item.
Which flat puts the bins out and brings them in each week.
Each numbered bay and the flat it belongs to or is let to.
The leaseholder of every flat and where to write to them.
Every flat present, represented by proxy or sending apologies.
Every communal fault reported, with where it was and who fixed it.
The insurer, policy number, renewal date and sum insured.
The date, start time and end time of every incident.
Each stage of the consultation, with the notice date and response deadline.
Every demand for ground rent, service charge, reserve and other charges.
The supply, meter number, bill period and bill total.
Every bill for the month, its total and who paid it.
Which resident is down for each garden task each week.
Each flat behind on service charge or ground rent, with the leaseholder's name.
Which households have paid this year's subscription, how and when.
Each service contract with the contractor and a contact.
Every payment into the kitty, by whom and when.
When each fault was reported and who reported it.
Estimated and actual costs, from valuation and legal fees to the purchase itself.
Budget and actual spending under each cost heading.
The leaver's share of each final bill, based on days present.
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