In this article, you’ll learn how to include a flat-rate service charge in your lease agreements and exactly what happens to the service charges included in the flat rate during billing.
Differences from the standard scenario:
For flat-rate operating cost types, no invoice is generated for the tenant after the building calculation. The operating cost allocation is still calculated and can be viewed.
Prerequisite
You are familiar with the “Standard Settlement” billing scenario
Procedure in the FM Portal
Path to the starting point: Properties/CAD/BIM - Property Cadastre or Properties/CAD/BIM - Property Explorer
Open the building whose flat rate you want to edit.
In the toolbar and under Additional Data, open the list Building Allocation Keys to Operating Cost Type.
Open the record for the operating cost type whose costs are to be included in the flat rate.
In the form, select the "Included in flat rate" checkbox.
Click Save.
Under Property Management - Leasing - Lease Agreements, open the lease agreement for which you want to set the flat rate.
In the Additional Information section, check the box next to Operating Cost Flat Rate.
Click Save.
In the operating cost statement, the operating cost types are calculated in the flat rate but are not billed to the tenant.
Note: If multiple operating cost types are to be included in the flat rate for the building, you can make the changes more conveniently using the Bulk Edit function in the Building Allocation Key to Operating Cost Type list.
Note: All operating cost types for which the checkbox is not selected will continue to be included as operating costs in the lease agreement and billed after the operating cost statement is generated.
Tip: Make sure the base rent is high enough to cover the operating cost flat rate.