Stock Condition Costs

The Stock Condition Costs report forecasts the future expenditure required to maintain your housing stock over a 40-year period. It combines Property and Block Asset Management data to estimate planned maintenance and cyclical/compliance costs.

Note: The Stock Condition Costs report is available only when the optional Asset Management module has been enabled for your Affinity account.

The report can be generated for a selected Housing Group or the entire housing stock.

When a Housing Group is selected, the report includes:

• Asset Management costs for properties within the Housing Group.
• Asset Management costs for blocks belonging to the Housing Group.

When the entire housing stock is selected, the report includes Property and Block Asset Management costs across all Housing Groups.

Block costs represent shared building elements and compliance obligations, such as communal roofs, door-entry systems, fire systems and lift maintenance. Each cost remains associated with the relevant block and is included only once. Block costs are not allocated, apportioned or repeated across the properties or units within the block.

The on-screen report presents a high-level summary of projected costs grouped into five-year bands, making it easier to identify periods of significant future expenditure. Separate totals are provided for:

• Planned Maintenance
• Cyclical/Compliance Maintenance
• Total Stock Condition Costs

The report also displays the average annual Planned Maintenance and Cyclical/Compliance Maintenance expenditure across the forecast period.

Selecting Export generates a CSV file containing a detailed year-by-year breakdown of the projected expenditure. Calendar years are displayed alongside forecast-year numbers from 1 to 40.

The CSV separates the data into the following sections:

• Property Components
• Block Components
• Property Compliance Checks
• Block Compliance Checks

Property and Block items remain in their respective sections, including when they have the same description.

The Property Components and Property Compliance Checks headings are always included. Block Components and Block Compliance Checks are included only when corresponding Block Asset Management data is present. Each Block section is displayed independently, so organisations without Block Asset Management data will not see empty Block headings.

The export also includes yearly and overall totals for Planned Maintenance and Cyclical/Compliance Maintenance, followed by the annualised costs.

Note: The accuracy of this report depends on Components, Compliance Checks and Year Built being maintained for the properties and blocks included in the report.

Property and Block Forecast End Dates

The report respects the optional Asset Management Forecast End Date set separately for each property and block. Set or change it in the relevant asset’s Asset Mgmt area and click Save. Leave it blank for the full forecast, or clear it and save to remove a limit. For block instructions, see setting a block forecast end date.

• Component replacements and compliance checks for which only a forecast year is available include the selected end year; later years are excluded.
• Where a recorded inspection provides a compliance due date, only occurrences due on or before the end date are included. A later due date is excluded even within the same calendar year.

Each cutoff applies only to costs recorded against that property or block. A block end date does not change property forecasts, and property end dates do not change block forecasts. Combined results can include assets with different end dates. The report’s overall 40-year period remains unchanged.

The cutoff is reflected in the five-year bands, planned and compliance totals, and detailed CSV export. Annual averages use the reduced forecast total divided by 40, even when a property’s or block’s forecast ends sooner.

For exact-date examples and overdue-check treatment, see the compliance forecast guidance.