{"product_id":"underhalls-och-fornyelseplan-samfallighetsforening-2026-2027-fond-excel-word-pdf","title":"Maintenance and Renewal Plan for Housing Association 2026\/2027 – Fond \u0026 Excel | Word\/PDF","description":"\u003csection class=\"mb-product\" lang=\"sv\" style=\"line-height:1.65;color:#183b56\"\u003e\n\u003cp\u003e\u003cstrong\u003eMaintenance and Renewal Plan for a Joint Property Association – with Fund Allocation and Excel\u003c\/strong\u003e is a professional template package for boards that need to inventory a joint property, plan technical measures, document cost assumptions, and prepare a comprehensive basis for decisions on a maintenance and renewal fund.\u003c\/p\u003e\n\n\u003cp\u003eThe document package focuses on \u003cstrong\u003eSection 19 of the Joint Property Management Act (1973:1150)\u003c\/strong\u003e, with reference to the by-law requirements in Section 28 and the budget\/assessment in Sections 41–42. According to Section 19, the special statutory fund and plan requirements apply \u003cstrong\u003eonly to certain types of joint property\u003c\/strong\u003e – not automatically to all joint property associations. Therefore, a separate applicability check is included.\u003c\/p\u003e\n\n\u003cdiv style=\"border:2px solid #2a739c;background:#eef5f9;padding:18px;border-radius:10px;margin:18px 0\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e01. Package Contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003e15 files in a ZIP:\u003c\/strong\u003e 7 editable Word documents (DOCX), 7 corresponding searchable PDF files, and 1 Excel workbook (XLSX) with 9 tabs. Five Swedish working documents, one Swedish user guide, and one separate English user guide. Version 1.0 – November 2, 2026.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"border:2px solid #2a739c;background:#fff;padding:18px;border-radius:10px;margin:18px 0\"\u003e\n\n\u003ch2 style=\"margin-top:0\"\u003e02. What the Files Contain\u003c\/h2\u003e\n\n\u003cp\u003eApplicability assessment under the Joint Property Management Act, technical property inventory, ten-year action plan, fund and annual budget proposal, and decision-making and follow-up template. The Excel workbook tracks components, action costs, planned fund allocations, and \u003cstrong\u003eseparately entered fund withdrawals\u003c\/strong\u003e, so that ongoing operating costs are not automatically treated as fund withdrawals.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eWhat is a maintenance and renewal plan under Section 19 of the Joint Property Management Act?\u003c\/h2\u003e\n\n\u003cp\u003eFor certain joint property associations that manage joint property, Section 19, paragraph 2, requires funds to be set aside in a fund for maintenance and renewal. According to point 1, this applies to special facilities of municipal technical nature or otherwise of greater value to smallhouse properties, possibly together with rental or condominium properties, and according to point 2, certain three-dimensional property situations. When the requirement applies, the board must also draw up a maintenance and renewal plan that provides information for assessing the size of the fund allocation. \u003cstrong\u003eNo universal statutory allocation percentage or general ten-year period is specified.\u003c\/strong\u003e \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/lag-19731150-om-forvaltning-av-samfalligheter_sfs-1973-1150\/\"\u003eCheck Sections 19 and 28 of the current statutory text.\u003c\/a\u003e\u003c\/p\u003e\n\n\u003ch2\u003eAll Documents in the Package\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"width:100%;border-collapse:collapse\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#e8f2f8\"\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eTemplate\u003c\/th\u003e\n\n\u003cth style=\"padding:9px;text-align:left\"\u003eContent\u003c\/th\u003e\n\n\u003cth style=\"padding:9px\"\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003e\u003cstrong\u003e01 Applicability Check\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003eQualified questionnaire on Section 19 of the Joint Property Management Act, the correct property type, and by-laws.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003e\u003cstrong\u003e02 Property Inventory\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003eComponents, technical condition, risks, source references, and responsibilities.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003e\u003cstrong\u003e03 Maintenance and Renewal Plan\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003eMulti-year plan with action, planned year, price level, and revision.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003e\u003cstrong\u003e04 Fund Allocation and Annual Budget\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003eBasis for proposed allocation, financing, and liquidity.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003e\u003cstrong\u003e05 Board Decision and Follow-up\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003eDecision minutes, responsible parties, deviations, and annual follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003e\u003cstrong\u003e06 Swedish User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003eLegal scope, examples, and official legal sources.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003e\u003cstrong\u003e07 English User Guide\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d9e7ed\"\u003eEnglish instructions for Swedish working documents under Swedish law.\u003c\/td\u003e\n\n\u003ctd\u003eDOCX\/PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;\"\u003e\u003cstrong\u003e08 Excel – Nine Tabs\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd\u003eRegister for components, actions, ten-year plan, fund balance, budget, decisions, and controls.\u003c\/td\u003e\n\n\u003ctd\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eExcel Tool with Nine Tabs and a Ten-Year Forecast\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eOverview, Properties, Actions, 10-Year Plan, Fund, Annual Budget, Decisions, Controls, and Read Me.\u003c\/strong\u003e The action register holds up to 100 entries. The forecast period is preset to \u003cstrong\u003e2027–2036\u003c\/strong\u003e. It can be used as a planning horizon, but it is not a statutory interval.\u003c\/p\u003e\n\n\u003cp\u003eYou enter the estimated cost and planned year for each action. Excel totals action costs by year. The fund tab shows a nominal scenario: \u003cstrong\u003eopening balance + planned allocation – planned fund withdrawals = closing balance.\u003c\/strong\u003e Fund withdrawals are entered separately after assessment; operating costs are not automatically deducted from the fund. The fund is a financial calculation model and should \u003cstrong\u003enot be confused with liquid funds, a finalized financial statement, or a basis for a legal decision without review.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003ch2\u003eHow the Association Uses the Templates\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eCheck the property and by-laws.\u003c\/strong\u003e Read the property decision, participating property types, and by-laws. Assess whether Section 19, paragraphs 2–3, apply and document who checked the matter.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eInventory the components.\u003c\/strong\u003e Identify roads, pipes, lighting, pumps, other relevant parts, and their condition. Seek technical support if unsure.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003ePlan the actions.\u003c\/strong\u003e Enter the action code, priority, year, estimated cost, source, and revision date.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDraw up a fund proposal.\u003c\/strong\u003e Record the opening fund balance, planned annual allocations, and separately assessed fund withdrawals. Also assess liquidity and the operating budget.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eDocument decisions and follow-up.\u003c\/strong\u003e Board and general meeting decisions are recorded in actual minutes according to the by-laws and the law. The plan does not replace the budget or the assessment period.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eImportant Legal Limitations\u003c\/h2\u003e\n\n\u003cp\u003eAccording to \u003cstrong\u003eSection 28, paragraph 1, point 7 of the Joint Property Management Act\u003c\/strong\u003e, the basis for fund allocation must be stated in the by-laws when Section 19, paragraph 2, applies. According to \u003cstrong\u003eSections 41–42 of the Joint Property Management Act\u003c\/strong\u003e, special procedures apply to the statement of expenditures and income and the assessment period when assessing the property. These documents are not automatically created by the fund calculation. The association must itself ensure that the property decision, by-laws, accounting rules, technical maintenance assessment, and the general meeting's actual decisions are followed.\u003c\/p\u003e\n\n\u003ch2\u003eFrequently Asked Questions About Maintenance Funds and Joint Property\u003c\/h2\u003e\n\n\u003ch3\u003eMust every joint property association have a maintenance fund?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The express obligation under Section 19, paragraph 2 of the Joint Property Management Act is limited to the types of joint property specified in the act. Other associations may need or choose long-term planning based on other circumstances and their by-laws.\u003c\/p\u003e\n\n\u003ch3\u003eIs a ten-year maintenance plan a statutory requirement?\u003c\/h3\u003e\n\n\u003cp\u003eNot as a general ten-year period under Section 19. In applicable cases, the act requires a plan that provides information for assessing fund allocations. Ten years is a practical planning horizon in this Excel template.\u003c\/p\u003e\n\n\u003ch3\u003eHow much should the association set aside in the fund?\u003c\/h3\u003e\n\n\u003cp\u003eThere is no standard percentage in Section 19. The assessment must be based on the relevant technical plan, costs, timing, and applicable by-law rules. The fund and the association's liquidity should not be confused.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel be considered accounting or a bank account?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Excel shows an internal scenario and does not replace accounting, financial reporting, or reconciliation with actual funds.\u003c\/p\u003e\n\n\u003ch3\u003eDoes it include an assessment period?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The association's assessment is handled in a separate product with an assessment period, statement of expenditures and income, and distribution of ownership shares.\u003c\/p\u003e\n\n\u003ch3\u003eCan the template be used for a single road?\u003c\/h3\u003e\n\n\u003cp\u003eYes, as administrative planning support when the association is responsible for a road property. Whether that specific property is covered by the statutory requirements of Section 19, paragraph 2, must be assessed separately.\u003c\/p\u003e\n\n\u003ch3\u003eHas the content been reviewed by an independent lawyer?\u003c\/h3\u003e\n\n\u003cp\u003eNo independent external legal review has been documented. The legal sources were checked with AI assistance on November 2, 2026.\u003c\/p\u003e\n\n\u003ch2\u003eRelated Document Templates\u003c\/h2\u003e\n\n\u003cp\u003eThe association's \u003ca\u003eassessment period and assessment\u003c\/a\u003e involve a different formal process. For technical implementation, see \u003ca href=\"\/en\/products\/grusvagsunderhall-enskild-vag-avtal-arbetsorder-excel\"\u003egravel road maintenance for a single road\u003c\/a\u003e. For general meeting formalities, see \u003ca\u003ejoint property association general meeting\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2\u003eLegal Sources, Dates, and Delivery\u003c\/h2\u003e\n\n\u003cp\u003eVersion 1.0, 2026-11-02. Applies to Swedish law. Joint Property Management Act (1973:1150), Sections 19, 28, 41–42, amended through SFS 2026:846. \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/lag-19731150-om-forvaltning-av-samfalligheter_sfs-1973-1150\/\"\u003eOfficial legal source from the Swedish Parliament\u003c\/a\u003e. \u003ca href=\"https:\/\/www.lantmateriet.se\/sv\/fastighet-och-mark\/samfallighet--aga-och-anvanda-gemensamt\/samfallighetsforening\/driva-en-samfallighetsforening\/\"\u003eSwedish Mapping Authority information on joint property management\u003c\/a\u003e. Delivered as a digital ZIP file only after the product owner has manually linked the file to Digital Products and published the Shopify draft.\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56439217881430,"sku":"SAMF-UNDERHALL-FOND-2027-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/samfallighet-underhallsplan-fornyelsefond-huvudbild-1600.png?v=1793579052","url":"https:\/\/mallbutiken.se\/en\/products\/underhalls-och-fornyelseplan-samfallighetsforening-2026-2027-fond-excel-word-pdf","provider":"Mallbutiken","version":"1.0","type":"link"}