Introduction to the Expense Statements Tool

Nicolas Vodoz Updated by Nicolas Vodoz

General expenses are costs related to the operation of a site (building) that must be allocated among the site's residents.

Generally, these are mainly heating costs (room/apartment heating and hot water production).

However, other so-called "ancillary" costs can also be allocated. These include, for example, electricity costs for the common areas of the building, janitorial fees, elevator maintenance costs, etc.

These costs are defined in the lease agreement or in the condominium regulations (PPE).

The allocation method is defined in the template for the individual statement of energy and water expenses (DIFEE) published in 2017 by the Swiss Federal Office of Energy (SFOE).

When heat energy and hot water meters are installed, heating costs are allocated with a variable share of 70% (based on residents' individual consumption) and a fixed share of 30% (based on apartment areas or thousandths share in the condominium).

Ancillary costs are allocated based on apartment areas or thousandths share in the condominium. This is also the case for heating costs when no meters are installed, as is the case in older buildings.

The type and number of meters installed in the building therefore impact how the expense statements are generated. See Connecting meters.

Climkit offers a tool to generate individual expense statements directly from its online platform. Here is how to use it step by step: Create/modify an expense statement period.

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Create/modify a cost accounting period

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