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Practical guide

Budget with a lift and common systems

A condominium with a lift and other common systems, such as a pressure-boosting unit, an automatic gate, video surveillance or fire safety, has in its budget a set of recurring items tied to maintenance contracts and mandatory periodic inspections. The lift in particular involves a maintenance contract, the statutory periodic inspections assigned to authorised bodies and electricity consumption. A delicate aspect is allocation: lift costs follow the criterion of Article 1124 of the Italian Civil Code, different from the plain general table. This guide shows how to structure the systems section in the budget and how to allocate each item correctly.

Lift and system items in the budget

For the lift the budget must provide for the ordinary maintenance fee, the cost of periodic inspections assigned to the notified body or the local health authority, the electricity consumption of the system and a set-aside for small repairs not covered by the fee. Extraordinary works, such as replacing the cable or the whole system, stay outside the ordinary budget.

Similar principles apply to the other common systems: maintenance contract, mandatory inspections or checks where required by the rules, consumption and any set-aside. This is the case for the pressure-boosting unit, the automatic gate, the fire-safety system with its periodic checks and the video surveillance system, which also entails data-protection obligations.

  • Ordinary maintenance fee for the lift
  • Mandatory statutory periodic inspections
  • Electricity consumption of the systems
  • Maintenance of pressure unit, gate, fire safety
  • Set-aside for small repairs
  • Privacy obligations for video surveillance

Lift allocation under Article 1124

The costs of maintaining and replacing the lift are allocated, under Article 1124 of the Italian Civil Code, half according to ownership thousandths and the other half in proportion to the floor height of each unit from the ground. In this way those living on the upper floors, who use the system more, contribute more heavily to the second half of the cost.

This criterion is specific and does not coincide with the general table used for the other items. In the budget it is best to state clearly that the lift item follows a dedicated table, to avoid owners expecting a purely thousandths-based allocation. Costs for the lift's energy consumption normally follow the same Article 1124 criterion.

Sample structure of the systems section

The section can be organised by system: lift with its sub-items, pressure-boosting unit, automatic gate, fire safety, video surveillance. For each one the maintenance fee, the inspections or checks and the consumption, with a subtotal. This makes the weight of each system clear and eases analysis at the meeting.

It is good practice to note next to each system the deadline of the mandatory inspections and the allocation table adopted. Clarity on this information reduces disputes and helps the manager schedule the obligations over the course of the year.

Ordinary and extraordinary maintenance

The ordinary budget records the recurring fees and inspections, that is ordinary maintenance. Extraordinary works, such as replacing the lift for regulatory upgrading or replacing the pressure unit, require a dedicated meeting resolution and a separate financial plan, often with the setting-up of the special fund required for extraordinary maintenance works and improvements.

Keeping the two plans distinct is essential. Recording an extraordinary cost in the ordinary budget blurs the picture and can lead to resolutions taken without the correct majorities. The manager must flag foreseeable extraordinary works to the meeting in good time, so they can be scheduled and financed.

Managing the systems budget with software

The presence of several systems, each with its own contracts, inspection deadlines and allocation criteria, makes management software useful for holding all the information together. The software automatically applies the Article 1124 table to the lift and the general table to the other items, generates the instalments and reminds you of the mandatory inspection deadlines.

With AmministraPro you can set the lift and system items in the budget, manage dedicated allocation tables and produce the shares per owner without manual calculation, with the inspection schedule always at hand. The features are described on the /funzioni page and the plans on the /prezzi page.

Frequently asked questions

How are lift costs allocated?

Under Article 1124 of the Italian Civil Code: half according to ownership thousandths and the other half in proportion to the floor height of each unit from the ground. Those on the upper floors therefore contribute more to the second half of the cost.

Do the lift's periodic inspections go in the budget?

Yes. The mandatory periodic inspections assigned to the authorised body or the local health authority are recurring ordinary-maintenance costs and must be provided for in the budget, together with the maintenance fee and the system's energy consumption.

Does replacing the lift fall within the ordinary budget?

No. Replacing or regulatory upgrading of the lift is extraordinary maintenance: it requires a dedicated meeting resolution and a separate financial plan, often with the setting-up of the special fund required for extraordinary maintenance works.

Does video surveillance entail costs beyond maintenance?

Yes. Besides the maintenance contract and consumption, a video surveillance system entails data-protection obligations under Regulation EU 2016/679, such as privacy notices, signage and proper retention of recordings, which can carry a cost.

Why state different allocation tables in the budget?

Because the lift follows Article 1124, while the other system items normally follow the general ownership table. Stating it clearly prevents owners from expecting a uniform allocation and reduces disputes when the budget is approved.

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