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 Editing Cost Efficiency Analyses

Use

You create a cost efficiency analysis to determine possible changes to conditions for publicly subsidized apartments. For more information, see Cost Efficiency Analysis .

Prerequisites

You made the settings described in Adjustment Method: Adjustment Measure .

Procedure

  1. In the RE Navigator (RE80), choose Object Overview . In the dropdown list, choose Adjustment Measure. Choose with the quick info text Create .

  2. In the Adjustment Rule field, select Partial CEA , Additional CEA or Main CEA .

    Caution Caution

    Always create a partial cost efficiency analysis first. If changes to the basic data of a partial cost efficiency analysis become necessary, then create an additional cost efficiency analysis. To group several partial and additional cost efficiency analyses together, create a main cost efficiency analysis.

    End of the caution.

General Data Tab Page

  1. Enter a name for the cost efficiency analysis.

  2. Enter the start date for the validity of the cost efficiency analysis.

    You can also enter the date starting on which the system takes the current expenses into account.

  3. If you are creating an additional CEA, then enter the partial calculation to which you want the system to assign the additional calculation.

    If you are creating a partial CEA and you want to assign it to a main CEA, then enter the main CEA.

  4. Enter any additional information.

    Note Note

    You can have the system display additional fields for the status and earmarking of the cost efficiency analysis. In Customizing for Start of the navigation path Flexible Real Estate Management (RE-FX),chooseAdjustment of Conditions (Rent Adjustment) Next navigation step Adjustment Measure (Such as, Modernization, Cost Efficiency Analysis) Next navigation step Master Data Next navigation step Settings per Adjustment Measure Type. End of the navigation path

    End of the note.

Objects Tab Page (Partial and Additional CEA ):

  1. Assign the relevant rental objects or object groups to the cost efficiency analysis.

    The system automatically copies all defined measurements for the rental objects to the Measurements tab page.

Measurements Tab Page (Partial and Additional CEA ):

  1. Check the measurements that were automatically added by the system.

    • If you want the system to include a rental object in the calculation of the total expense, but you do not want the system to consider the rental object during apportionment of the amounts determined, then assign a differing measurement of zero to the rental object.

    • You can change these values. You can also assign amenities level factorsto individual rental objects. These factors are helpful for considering the relative desirability of rental objects due to location during the cost efficiency analysis. Amenities level factors act as weighting factors for each rental object during the calculation of rent increases.

Costs Tab Page (Partial and Additional CEA ):

  1. Enter the fixed investment costs for the assigned rental objects.

    You define the available costs items in Customizing for Start of the navigation path Flexible Real Estate Management (RE-FX).ChooseAdjustment of Conditions (Rent Adjustment) Next navigation step Adjustment Measure (Such as, Modernization, Cost Efficiency Analysis) Next navigation step Master Data Next navigation step Structuring of Costs. End of the navigation path

Financing Plan Tab Page (Partial and Additional CEA ):

  1. Enter the details of the financing plan for fixed investment costs.

    You define the available financing items in Customizing for Start of the navigation path Flexible Real Estate Management (RE-FX).ChooseAdjustment of Conditions (Rent Adjustment) Next navigation step Adjustment Measure (Such as, Modernization, Cost Efficiency Analysis) Next navigation step Master Data Next navigation step Cost Efficiency Analysis Next navigation step Financing Items. End of the navigation path

    Caution Caution

    The total of the amounts entered in the financing plan must be the same as the total of the investment costs.

    End of the caution.

Current Expenses Tab Page (Partial and Additional CEA ):

  1. Enter the current expenses for the rental objects, for example, operating costs, maintenance costs, and the costs of the financing plan.

    • You define the available expense items in Customizing for Start of the navigation path Flexible Real Estate Management (RE-FX).ChooseAdjustment of Conditions (Rent Adjustment) Next navigation step Adjustment Measure (Such as, Modernization, Cost Efficiency Analysis) Next navigation step Master Data Next navigation step Cost Efficiency Analysis Next navigation step Expense Items. End of the navigation path

    • If you want the system to calculate certain expense items automatically, you can assign one or more costs items to an expense item here, and then specify a calculation formula for this expense item. The system uses the assigned calculation formula as a standard value; you can change it for each expense item of a cost efficiency analysis. For more information about calculation formulas, see Customizing for Start of the navigation path Flexible Real Estate Management (RE-FX).ChooseAdjustment of Conditions (Rent Adjustment) Next navigation step Adjustment Measure (Such as, Modernization, Cost Efficiency Analysis) Next navigation step Master Data Next navigation step Cost Efficiency Analysis Next navigation step Expense Items Next navigation step Specify Calculation Formula for Expense Items. End of the navigation path

If you want the system to take a risk of rent lossinto account, define it also as an expense item in Customizing and assign the Risk of Rent Loss calculation formula to this expense item. You enter the share of the risk of rent loss in relation to the total rent (maximum of 2%) in Customizing for Start of the navigation path Flexible Real Estate Management (RE-FX).ChooseAdjustment of Conditions (Rent Adjustment) Next navigation step Adjustment Measure (Such as, Modernization, Cost Efficiency Analysis) Next navigation step Master Data Next navigation step Settings per Adjustment Rule of Measure Next navigation step Define Parameters for Adjustment Rule. End of the navigation path You can change this standard value on the Additional Data tab page.

Adjustment and Object Adjustment Tab Pages (Partial and Additional CEA):

  1. Specify which expense items you want the system to consider during the during the adjustment:

    • The Adjustment tab page shows the adjustments that the system calculated per expense item for all assigned rental objects. You can either exclude an expense from an adjustment run temporarily, or you can reject it permanently. Your settings apply for all assigned rental objects.

    • The Object Adjustment tab page shows the adjustments that the system calculated for each object and expense item. You can either exclude an expense from an adjustment run temporarily, or you can reject it permanently. Your settings apply only for the given rental object.

      Note Note

      Items, for which you did not yet execute an adjustment run, are designated in the list by with the quick info text Expense Was Changed .

      End of the note.

Additional Data Tab Page:

  1. Specify the measurement types that you want the system to use when apportioning the total costs (with or without considering the amenities level factor) to the contracts and rental objects.

  2. You can choose to enter a usage group. This usage group must contain all rental objects that are to be considered by the cost efficiency analysis.

    You define the usage groups and the assign rental objects to usage groups in Customizing for Start of the navigation path Flexible Real Estate Management (RE-FX).ChooseAdjustment of Conditions (Rent Adjustment) Next navigation step Adjustment Measure (Such as, Modernization, Cost Efficiency Analysis) Next navigation step Master Data Next navigation step Settings per Adjustment Rule of Measure Next navigation step Usage Group. End of the navigation path

Resubmit and Overviews Tab Pages:

  1. Here you can assign a resubmission rule (reminder rule) to the cost efficiency analysis to create a reminder for regularly repeating the calculation.

  2. Various reports are available on the Overviews tab page. For example, you can display details of the conditions being adjusted.

  3. Save your data.

Result

You created a cost efficiency analysis and determined the necessary adjustments for the rental objects and their assigned contracts. For more information on executing adjustments, see Executing Adjustments Based on Cost Efficiency Analyses .