> For the complete documentation index, see [llms.txt](https://help.immodio.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.immodio.app/en/anleitung/einnahmen-und-ausgaben/buchhaltung-erweiterung/10147300-wartung-aufzug-fahrstuhl-umgelegt-auf-mieter.md).

# Lift maintenance (recoverable from tenant)

Help on the Immodio entry item Lift maintenance (recoverable from tenant).

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Use this category for the **regularly arising maintenance, monitoring and inspection costs of a passenger or goods lift**. The Operating Costs Ordinance counts among these in particular the supervision, operation, monitoring and care of the installation, the regular checking of operational readiness and operational safety, necessary adjustments by a specialist and the cleaning of the lift installation.

Allocation requires the tenant to bear the lift or operating costs under the rental agreement, which is taken into account accordingly in Section 6 (2) of the Immodio rental agreement. Agreed advance payments have to be billed annually, observing the principle of economic efficiency.

#### What can be entered here?

The following in particular can be recorded here:

* regular maintenance and inspections,
* checking the drive, controls, doors and safety equipment,
* inspection and adjustment of the installation by specialist staff,
* lubrication, care and adjustment work,
* regular safety inspections by an approved monitoring body,
* main and intermediate inspections,
* cleaning the machine room, lift shaft and technical parts of the installation, as far as it is part of the lift maintenance,
* documented checks for obvious safety-relevant defects,
* labour and travel costs, as far as they are directly attributable to the recoverable maintenance or inspection.

{% hint style="info" %}
For lift installations subject to monitoring, the interval between main inspections may be at most two years. An intermediate inspection is also generally provided for in the middle of the inspection period.
{% endhint %}

#### Distinguishing statutory inspections and ordinary maintenance

The technical maintenance by the lift company and the statutory safety inspection by an approved monitoring body are different services. Both can, however, in principle be part of the lift's running operating costs.

Keep the inspection certificates. Among other things they have to show the installation, the inspection date, the scope of the inspection, the result and the date of the next inspection. A marking with the next inspection date and the inspecting body also has to be displayed in the lift car.

#### Assignment

For the assignment select **"Property"** and then the building in which the lift is located.

The costs are thereby assigned to the property concerned and allocated to the associated tenancies as part of the operating cost statement. Where no other effective allocation key was agreed, allocation for residential space is generally according to the share of the living space.

Where a maintenance contract concerns several lifts or buildings, the invoice has to be split appropriately, for example using:

* the service provider's breakdown,
* the number of lifts or
* the maintenance prices per installation.

#### Do ground floor tenants have to bear lift costs?

A ground floor tenant can also be made to contribute to the running lift costs on the basis of an agreement in the rental agreement. Under the case law of the Federal Court of Justice that applies in principle even where they do not need the lift and cannot reach either the cellar or the attic with it. An individual benefit from use is **not** strictly necessary for the allocation of costs under a standard form contract.

With multi-building complexes and separate parts of buildings, the specific structural and contractual assignment should be checked.

### Split full-service maintenance contracts precisely

With what are known as full maintenance or full-service contracts, the flat fee frequently covers not only the running maintenance but also repairs, spare parts and fault clearance.

Such an invoice may **not** be allocated to the tenants in full. With a maintenance contract too, a distinction has to be made between the remuneration attributable to recoverable operating services and that attributable to **non-recoverable repairs**.

Have the following shown separately if possible:

1. regular maintenance and inspection,
2. statutory safety inspections,
3. cleaning and care,
4. emergency call monitoring,
5. repair work,
6. spare parts and material,
7. replacing or renewing components.

Only the share comprehensibly attributable to the running maintenance and operating services belongs in this category.

#### What are not recoverable maintenance costs?

The following in particular do not belong in this category:

* repairs after a defect,
* fault clearance of a repair character,
* replacing defective controls, motors or door drives,
* replacing ropes, rollers, rails or car parts,
* spare parts and larger material costs,
* dealing with wear or ageing damage,
* renewing or modernising the installation,
* the initial installation of a lift,
* conversions for accessibility,
* remedying defects identified by the authorities, as far as this is a repair or renewal.

Maintenance and repair costs to remedy defects caused by wear, ageing or other effects are expressly not operating costs.

#### An example of a mixed invoice

Where an invoice contains the following services:

* annual maintenance: 1,200 euros,
* statutory inspection: 400 euros,
* replacing the door drive: 2,500 euros,

in principle only the maintenance and inspection costs of 1,600 euros in total (1,200 euros + 400 euros) can be taken into account in this category. Replacing the door drive is to be entered separately as a repair or maintenance expenditure in the category **"Maintenance, maintenance expenditure, tradesmen, repairs (subject to capitalisation, production costs close to acquisition)"**.

### The emergency call system and standby service

An emergency call standby service set up specifically for the passenger lift can be part of the recoverable operating costs. This requires it actually to serve the lift and to ensure a response to emergency calls and the necessary measures to free people.

A general emergency service flat rate for any faults in the building, for the heating, water, doors and electricity for example, is not covered. Such general availability does **not** become a lift operating cost item merely because it also includes lift faults.

### Economic efficiency and documentation

The landlord has to observe the requirement of economic efficiency in the statement. A comprehensive maintenance contract can make sense for reasons of safety and reliability, but non-recoverable repair and renewal components still have to be deducted.

Keep in particular:

* the maintenance contract and the description of the service,
* annual and individual invoices,
* inspection certificates,
* maintenance and inspection records,
* the split of full maintenance charges,
* evidence of repair shares deducted,
* a list where there are several lifts or properties.
