List of property maintenance tools

The termination of the realty service contract or the prophase realty service contract will lead to the change of the main body providing realty management service, the change of the realty management institution and the transfer of realty management between the relevant parties.

(1) Transferred to both parties

The transfer of management work when the property management institution changes includes: the original property management institution is handed over to the owners' assembly or the property right unit; The owners' congress or the property right unit is handed over to the new property management enterprise. The former is handed over by the original property management institution of the property, and the undertaker is the owners' assembly or the property right unit; The latter is handed over by the owners' congress or the property right unit, and the undertaker is a new property management enterprise.

(2) Transfer contents

1. Property information

(1) Property right data, comprehensive completion acceptance data, construction design data, mechanical and electrical equipment data, etc.

(2) The owner's information includes:

1) Owner's occupancy information, including occupancy notice, occupancy registration form, copy of ID card and photos;

2) House decoration materials, including decoration application form, decoration acceptance sheet, decoration drawings, fire protection approval, acceptance report, violation records, etc.

(3) Management information includes: all kinds of duty records, equipment maintenance records, water quality inspection reports and other original records of service quality.

(4) Financial information includes: list of fixed assets, income and expenditure accounts, transfer list of creditor's rights and debts, water and electricity meter reading records, list of fees collected and remitted, list of property service fees collected, data and records of maintenance fund use approval, and list of other voucher forms to be transferred.

(5) Contract agreement refers to the original contracts and agreements signed internally and externally.

(6) Personnel files refer to the personnel files, training and assessment records of on-the-job personnel agreed by both parties.

(seven) other materials that need to be handed over.

The data transfer shall list the contents according to the data classification, and check whether the contents are in good condition one by one according to the name and quantity of the contents. After the handover, both parties shall stamp and sign the content list.

2. Management transfer of * * * part of the property and * * * facilities and equipment.

(1) * * Old housing construction projects and * * old facilities and equipment, including mechanical and electrical equipment and accessories such as fire fighting, elevators, air conditioning, water supply and drainage, power supply and distribution, * * * old doors and windows, keys to various computer rooms, pipeline wells, public doors and windows, etc. ;

(2) * * supporting facilities, including environmental sanitation facilities (trash cans, boxes, cars, etc. ), greening facilities, public order and fire safety management facilities (duty room, sentry box, monitoring facilities, vehicle gates, fire accessories, etc. ), as well as recreational facilities (clubs, swimming pools, various gymnasiums, etc. );

(3) Property management houses, including office buildings, activity rooms, staff dormitories, canteens (including facilities), warehouses, etc.

Where parking lots, clubs and other business licenses and qualifications are needed, the transfer unit shall assist in handling the change procedures.

3. Handover or handover of people, money and things

(1) personnel. During the handover of property management, this project may be handed over or handed over by employees of the original property management agency. The property management enterprise undertaking the property shall conduct friendly consultations with the handover party and both parties shall reach an understanding.

(2) finance. Both parties shall make good preparations for handover such as settlement and asset inventory. The main contents of the transfer include property service fees, maintenance funds, various deposits of the owner, parking fees, late fees, utilities collected and remitted, payables, debts, etc.

(3) Material properties. Materials and properties include those provided by the construction unit and purchased with property service fees, mainly including office equipment, transportation, communication equipment, maintenance equipment and tools, spare parts, sanitation and greening maintenance tools, property management software and financial software.

(3) Handling handover procedures

Like the transfer of property management of newly-built property, the transfer of property management after the withdrawal of the original property management enterprise should also go through the handover procedures. The handover procedures involve the construction unit, the original property management enterprise, the owners' committee, the competent department of industry, the newly settled property management enterprise, etc. Pay attention to the following main aspects when handling the handover procedures:

(1) Evaluate the usage of the house and supporting facilities and equipment, and truly and objectively reflect the integrity of the house;

(2) Transfer all kinds of assets and expenses under management, and clarify the collection and payment methods of outstanding expenses (such as property service fees owed by the owners);

(3) Confirm the list of people who quit or leave the original property management enterprise;

(4) Propose solutions to the remaining problems.

(4) Precautions

(1) Define the handover subject and order. The property management of this kind of property is handed over by the original property management institution to the owners' assembly or property right unit, and then the owners' assembly or property right unit will hand over the property management to the property management enterprise that is ready to undertake, instead of the original property management institution directly handing over the property management to the property management enterprise that is ready to undertake. Although it can be merged in the specific handover work, it is necessary to distinguish the subject and responsibility of the handover.

(2) The handover of various expenses and assets, the takeover of supporting facilities and mechanical and electrical equipment, and the connection of property management operation during the undertaking period are the key and difficult points of property management handover. The organizer should make a comprehensive analysis and comprehensive consideration as far as possible, so as to facilitate the handover and future work.

(3) If some of the property projects undertaken are still within the warranty period, the undertaking unit shall sign a handover agreement with the construction unit and the handover unit * *, specifying the specific warranty project, the warranty responsible unit and contact information, and the handling method of the remaining warranty problems, and providing relevant clauses in the original construction or procurement contract when necessary.

(4) In the handover of property management, it is not easy to find all the problems existing in the parts and facilities of the property, and it is inevitable that there will be omissions. Therefore, when signing the handover agreement or going through the relevant formalities, we should pay attention to making relevant arrangements so as to properly solve the problems found in the follow-up work.