new fund ’s approach for preparing public tenders … pristop ssrs_ppt.pdf · 19. statistical...

19. Statistical days, Radenci 2009

NEW FUNDNEW FUND’’S APPROACH FOR S APPROACH FOR

PREPARING PUBLIC TENDERS PREPARING PUBLIC TENDERS

FOR SELLING APARTMENTSFOR SELLING APARTMENTS

Alenka KernAlenka KernThe Housing Fund of the Republic of Slovenia, a public fund, Ljubljana, Slovenija, [email protected]

19. Statistical days, Radenci 2009 2

CONTENT

• The role of The Housing Fund of the Republic of Slovenia (Fund)

• Building apartments for the market

• Selling apartments: method description

• Preferential categories of buyers

• Novelties in the Fund’s approach for preparing public tenders for selling apartments

• Co-operation with other institutions

• Conclusion


THE HOUSING FUND OF THE REPUBLIC OF SLOVENIA

• Established in 1991 with the Housing Act

• In 2001 re-structured into a public real-estate and financial management fund

• Since 2008 as public fund

• Fund’s Authorities are Director and the Supervisory Board appointed by the Government of the Republic of Slovenia


THE HOUSING FUND OF THE REPUBLIC OF SLOVENIA

• Market activities are financed from Fund’s own resources and not from the budget of the Republic of Slovenia

• Fund is indirect user of state budget only in part of ensuring non-profit making rental apartments (in period 2000-2007 received only 17,7 % of all assets from the recapitalization by NHP)

• Only 35 employees


FUNDS ACTIVITIES

• Long-term housing loans with favorable interest rate for citizens and legal entities

• Premium savings and housing subventions foryoung families within the National Housing Saving Schema (NHSS)

• Real-estate activities• Investments in apartment building and building

land• Sale of residential real-estates• Implementing an active housing policy• Other legally assigned tasks


APARTMENTS FOR THE MARKET

2.317Number of apartments

145Obalno - kraška region

88Goriška region

83Notranjsko - kraška region

265Gorenjska region

1.476Central Slovenia

35South-East Slovenia

16Savinjska region

209Podravska region

Number of apartmentsLocation by statistical -

region


APARTMENTS BY REGION (IN %)

Apartments by Region

CENTRAL SLOVENIA

63,7%

GORENJSKA REGION

11,4%

PODRAVSKA REGION

9,0%

NOTRANJSKO - KRAŠKA

REGION; 3,6% SOUTH-EAST SLOVENIA;

1,5%

SAVINJSKA REGION; 0,7%

GORIŠKA REGION

3,8%

OBALNO - KRAŠKA

REGION

6,3%


PUBLIC TENDERS

• Selling apartments by issuing public tenders with transparently and clearly presented requirements for the purchase of particular apartments

• Provisions of the tender:�Number and price by location�Tender conditions �Priority classes�Protocol selection of buyers�General conditions of sale

• Tenders are published in the media and on the Fund’s website


PREFERENTIAL CATEGORIES

• Preferential categories in public tenders until 2005:

� approved loans

� NHSS savers

� Young families

• Preferential categories in further tenders:

� Young families

� Families

� Persons with disabilities

� Young people


PREFERENTIAL CATEGORIES

• Preferential groups within Preferential categories:

� young families solving their housing problem for the first time (buying new or reconstructing their housing real estate)

� NHSS savers

� for the apartments that can be adjusted for persons with disabilities, the preferential group are persons with any kind of disabilities that inhibits their normal movement


NOVELTIES INNOVELTIES IN FUNDFUND’’S APPROACHS APPROACH

• Novelties in fund’s approach for preparing public tenders for selling apartments:

� Detailed definition of certain preferential categories from the equality point of view and the transparency principle

� Fund’s main preferential category are young families


NOVELTIES INNOVELTIES IN FUNDFUND’’S APPROACHS APPROACH

� Apartments under favorable prices are bought by families that need them the most

� Avoid speculations

� restriction on sales, burdening and hiring out of Fund’s apartments


FUND’S CO-OPERATION

• Fund cooperates with other institutions:�Obtaining data �Exchange of experiences and good practices�Harmonizing positions about housing politics

development

• Fund’s cooperation with Statistical Office of the Republic of Slovenia:� reports�analyses� research on wealth of building neighbourhoods


WEALTH OF BUILDINGS

0,00 €

2.000,00 €

4.000,00 €

6.000,00 €

8.000,00 €

10.000,00 €

12.000,00 €

14.000,00 €

16.000,00 €

18.000,00 €

Medenska -Ljubljana

Tržaška -Ljubljana

Tacenska -Ljubljana

Dragomelj Koper Poljanskonabrežje

Tacenskidvori

Izola Črnuškagmajna

Kamnik Maribor -Magdalena

Kungota Breg priKranju

Cerklje Poljanskonabrežje II

Novo mesto

PREMOŽNOST SOSESK Wealth of Buildings


CONCLUSION

• Tender provisions are modified according to experiences, analyses and conditions on the market

• Clearly defined and transparently published tender requirements

• Co-operation with other institutions ensures immediate and precise information for preparation and implementation of tenders

• Considering preferential activities of housing policy

• Constrains of Fund’s activities considering situation on real estate and financial market

new fund ’s approach for preparing public tenders … pristop ssrs_ppt.pdf · 19. statistical...

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