An example of filling in iap. Form n IAP survey of investment activity of enterprises. Disposal of property, plant and equipment in the current year
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RESOLUTION of the State Statistics Committee of the Russian Federation dated 07-07-2000 63 ON THE APPROVAL OF STATISTICAL INSTRUMENTS FOR SURVEYING INVESTMENT ... Relevant in 2018
Form N IAP SURVEY OF INVESTMENT ACTIVITY OF ENTERPRISES
Present: | Submission deadlines | Form N IAP | |
legal entities, their separate subdivisions, (on a selective basis according to the list established by state statistics bodies): | Nov. 1 | Approved by the Decree of the State Statistics Committee of Russia dated July 7, 2000 N 63 | |
Annual | |||
- to the state statistics body at the place established by the territorial body of the State Statistics Committee of Russia in the republic, territory, region, city of federal significance |
Name of reporting entity ____________________________ | |||||||
Mailing address _____________________________________________________ | |||||||
Form code according to OKUD | Code (to be entered by the reporting entity) | ||||||
reporting organization under OKPO | type of activity according to OKDP | industries according to OKONH | territories according to OKATO | organizational and legal form according to OKOPF | forms of ownership according to OKFS | ||
1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 |
0617002 |
1. The average number of employees on the payroll (without external part-timers) for January - September of the current year OKEI code: people - 792
2. Purposes of investing in fixed assets
N p / p | Name | In the current year | Next year |
1 | 2 | 3 | 4 |
1 | Increasing production capacity: with the same product range | ||
2 | with the expansion of the product range | ||
3 | Improving production efficiency: automation or mechanization of the existing production process | ||
4 | introduction of new production technologies | ||
5 | cost reduction | ||
6 | energy saving | ||
7 | Replacement of worn-out machinery and equipment | ||
8 | Creation of new jobs | ||
9 | environmental protection | ||
10 | Other |
N p / p | Name | In the current year | Next year |
1 | 2 | 3 | 4 |
1 | Machines, equipment, tools | ||
2 | Buildings (except residential), structures | ||
3 | Dwellings | ||
4 | Capital repairs of fixed assets | ||
5 | Creation of infrastructure (roads, communications, etc.) | ||
6 | Other |
4. Sources of investment in fixed assets
N p / p | Name | In the current year | Next year |
1 | 2 | 3 | 4 |
1 | Own funds of enterprises | ||
2 | Credit and borrowed funds | ||
3 | Means of special investment funds | ||
4 | Budget resources | ||
5 | Foreign investment | ||
6 | Other |
5. Factors affecting investment in fixed assets
N p / p | Name | Factors limiting investment activity | Factors stimulating investment activity |
1 | 2 | 3 | 4 |
1 | Product Demand | ||
2 | Availability of own financial resources | ||
3 | Commercial loan percentage | ||
4 | The mechanism for obtaining loans for the implementation of investment projects | ||
5 | Investment risks | ||
6 | State of the technical base | ||
7 | Profitability of investment in fixed assets | ||
8 | Economic and political situation in the country | ||
9 | Legal and regulatory framework governing investment processes | ||
10 | Other |
6. Assessment of the general economic situation at your enterprise
N p / p | Situation in the current year | N p / p | Expected changes next year compared to the current year | ||
1 | 2 | 3 | 4 | 5 | 6 |
1 | Favorable | 4 | Improvement | ||
2 | Satisfactory | 5 | Without changes | ||
3 | unfavorable | 6 | Deterioration |
II. Status of fixed assets
1. The main part of machinery and equipment was purchased during:
2. Disposal of machinery and equipment
N p / p | Name | In the current year |
1 | 2 | 3 |
1 | Liquidated (written off) for reasons: physical deterioration | |
2 | economic inefficiency of operation | |
3 | natural disasters, catastrophes and hostilities | |
4 | Sold in the secondary market | |
5 | No disposal |
3. Purchase of machinery and equipment
N p / p | Name | In the current year |
1 | 2 | 3 |
1 | Acquired: new machinery and equipment: domestic production | |
2 | imported | |
3 | machinery and equipment used by other organizations: domestic production | |
4 | imported | |
5 | machinery and equipment purchased under financial leasing | |
6 | No disposal |
4. Types of purchased machines, equipment, vehicles through investments in fixed assets
N p / p | Name | In the current year | Next year |
1 | 2 | 3 | 4 |
1 | Machinery and equipment: complexes and technological lines | ||
2 | individual installations | ||
3 | Vehicles | ||
4 | Electronic - computer technology and means of mechanization and automation of engineering and managerial work | ||
(contact phone number) | (date of the document) |
Brief instructions for completing the form
Form N IAP is filled in by the head of the enterprise (manager) as of November 1 of the reporting year and submitted to the state statistics body at the place established by the territorial body of the Goskomstat of Russia in the republic, territory, region, city of federal significance.
In the form of a survey, the head (manager) evaluates the export activity of the enterprise in the current year and next year.
When filling out the form, the selected answer option is marked with an "X". The form must be completed as completely as possible.
In section 1, according to paragraph 1, investments in fixed assets in the previous year, in the current year and forecast data for the next year are evaluated at actual prices of the current year.
Item 2 "Replacement of worn-out machinery and equipment" is filled in only in the case when the current problems of replacing worn-out machinery and equipment are being solved, i.e. "patching holes".
In paragraph 6, the head (manager) assesses the economic situation of the enterprise as a whole, taking into account the situation with the availability of orders, output, financial condition of the enterprise, etc.
Section 2, point 3 provides data on machinery and equipment acquired on the basis of financial leasing. Financial leasing is a type of leasing in which the leased asset passes into the ownership of the lessee upon the expiration of the leasing agreement or before its expiration, provided that the lessee pays the full amount stipulated by the leasing agreement.
During the survey, the strict confidentiality of the information received is guaranteed, which will be used only for a generalized assessment of the investment climate and for making government decisions that stimulate investment in the real sector of the economy.
reporting entity
1. The number of employees on the payroll (without external part-timers) for January-June of the current year (on average per month)
I. Investment activity
1. Assessment of the need for investment activities
Situation in the current year |
|||||||||
increase |
without changes |
decline |
increase |
without changes |
decline |
||||
The need for investment in fixed assets |
2. Evaluation of the use of investments in fixed assets
In the current year |
Next year vs. current year |
||||||
above the level of the previous year |
at the level of the previous year |
below the level of the previous year |
increase |
without changes |
decrease |
||
Investments in fixed assets: |
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including: creation of new fixed assets: buildings and constructions |
|||||||
cars and equipment |
|||||||
vehicles |
|||||||
expenses for reconstruction and modernization of fixed assets |
3. Purposes of investing in fixed assets
Name |
In the current year |
Next year |
|
Increasing production capacity: with the same product range |
|||
with the expansion of the product range |
|||
Increasing production efficiency: automation or mechanization of an existing production process |
|||
introduction of new production technologies |
|||
cost reduction |
|||
energy saving |
|||
Replacement of worn-out machinery and equipment |
|||
Creation of new jobs |
|||
environmental protection |
|||
4. Sources of investment in fixed assets
Name |
In the current year |
Next year |
|
Own funds |
|||
Credit and borrowed funds |
|||
Means of special investment funds |
|||
Budget resources |
|||
Investments from abroad |
|||
Funds from the issue of corporate bonds and the issue of shares |
|||
5. Factors affecting investment activity in your organization
Name |
Significantly limits |
Restricts |
Does not affect |
Stimulates |
Significantly stimulates |
|
Demand for the organization's products |
||||||
The volume of own financial resources |
||||||
Number of skilled workers to use new equipment |
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Investment risks |
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The state of the technical base of the organization |
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Profitability of investment in fixed assets |
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Inflationary policy in the country |
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Commercial loan percentage |
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The mechanism for obtaining loans for the implementation of investment projects |
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Existing tax regime for investment activities |
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Access to foreign markets |
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Price fluctuations in the world energy market |
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Economic situation: internal (in the country) |
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external (in world markets) |
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Legal and regulatory framework governing investment processes |
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Parameters of the exchange rate policy in the country |
6. Assessment of the overall economic situation in your organization
Situation in the current year |
Changes in the current year compared to the previous |
Expected changes next year compared to the current one |
||||
Favorable |
Improvement |
|||||
Satisfactory |
Without changes |
|||||
unfavorable |
Deterioration |
7. Assessment of the impact of investments in fixed assets on the change in performance indicators in your organization
Changes in the current year compared to the previous year |
Expected changes next year compared to the current year |
||||||
increase |
without changes |
decrease |
increase |
without changes |
decrease |
||
Competitiveness |
|||||||
Labor productivity |
II. Status of fixed assets
1. Average age of fixed assets
Types of fixed assets |
over 3 to 5 years |
over 5 to 10 years |
over 10 to 15 years |
over 15 to 20 years |
over 20 to 30 years old |
over 30 to 50 years |
over 50 to 80 years |
over 80 years |
||
Structures |
||||||||||
cars and equipment |
||||||||||
Vehicles |
2. Commissioning and disposal of fixed assets in the current year
over 0 to 20 |
over 20 to 40 |
over 40 to 60 |
over 60 to 80 |
||||
Share of newly introduced fixed assets to their availability at the end of the year, percent |
|||||||
Share of retired fixed assets to their availability at the beginning of the year, percent |
3. Disposal of fixed assets in the current year
Name |
Buildings and constructions |
||
Liquidated (written off) for the following reasons: physical deterioration |
|||
economic inefficiency of operation |
|||
natural disasters, catastrophes and hostilities |
|||
Sold in the secondary market |
4. Commissioning of new, reconstructed, modernized and acquired fixed assets
Name |
In the current year |
Next year |
||||||||||||||||||||||||||||||||||||||
buildings and constructions |
machines, equipment, vehicles |
buildings and constructions |
machines, equipment, vehicles |
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New fixed assets (new construction, expansion, acquisition) - total Next year 6. Unused fixed assets
Thank you for your cooperation!
Instructions for Completing the Federal Statistical Observation Form During the survey, strict confidentiality of the information received is guaranteed, which will be used only for a generalized assessment of the investment climate and for making government decisions that stimulate investment in the real sector of the economy. ______________________________ * the definition is given solely for the purpose of filling out this form of federal statistical observation |
PRIVACY IS GUARANTEED BY THE INFORMATION RECIPIENT |
POSSIBLE PROVISION IN ELECTRONIC FORM |
SURVEY OF INVESTMENT ACTIVITY OF ORGANIZATIONS |
Provide: | Terms of submission | Form No. IAP |
|
legal entities (except micro-enterprises) operating in the field of mining, manufacturing, production and distribution of electricity, gas and water: To the territorial body of Rosstat in the subject of the Russian Federation | Order of Rosstat: About form approval About changes (if any) dated __________ No. ___ dated __________ No. ___ |
Reporting entity name ______________________________________________________________________________________________ |
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Mailing address _________________________________________________________________________________________________________________________ |
|||
reporting entity | |||
1. The number of employees on the payroll (without external part-timers) for January-June of the current year (on average per month)
OKEI code: people - 792
I. Investment activity
1. Investment in fixed assets
OKEI code: thousand rubles - 384
Name | In the current year | Next year |
|
Investments in fixed capital, thousand rubles |
2. Purposes of investing in fixed assets
Name | In the current year | Next year |
|
Increasing production capacity: with the same product range | |||
with the expansion of the product range | |||
Increasing production efficiency: automation or mechanization of an existing production process | |||
introduction of new production technologies | |||
cost reduction | |||
energy saving | |||
Replacement of worn-out machinery and equipment | |||
Creation of new jobs | |||
environmental protection | |||
Name | In the current year | Next year |
|
Creation of new fixed assets: buildings and constructions | |||
cars and equipment | |||
vehicles | |||
Acquisition of used fixed assets from other organizations and construction in progress | |||
Modernization of fixed assets | |||
4. Sources of investment in fixed assets
Name | In the current year | Next year |
|
Own funds | |||
Budget resources | |||
Investments from abroad | |||
Funds from the issue of corporate bonds and the issue of shares | |||
5. Factors limiting investment activity
Name | ||
Insufficient demand for products | ||
Lack of own financial resources | ||
A complex mechanism for obtaining loans for the implementation of investment projects | ||
Investment risks | ||
Unsatisfactory state of the technical base | ||
Low profitability of investment in fixed assets | ||
Uncertainty of the economic situation in the country | ||
Imperfect regulatory framework governing investment processes | ||
6. Assessment of the overall economic situation in your organization
Situation in the current year | Expected changes next year compared to the current year | ||||
Favorable | Improvement | ||||
Satisfactory | Without changes | ||||
unfavorable | Deterioration |
II. Status of fixed assets
1. Average age of fixed assets
Types of fixed assets | over 3 | over 5 | over 10 | over 15 | over 20 | over 30 | over 50 | over 80 years |
||
Structures | ||||||||||
cars and equipment | ||||||||||
Vehicles |
2. Disposal of fixed assets in the current year
Name | Buildings and constructions | ||
Liquidated (written off) for the following reasons: physical deterioration | |||
economic inefficiency of operation | |||
natural disasters, catastrophes and hostilities | |||
Sold in the secondary market | |||
No disposal |
3. Commissioning of new, reconstructed, modernized and acquired fixed assets
Name | In the current year | Next year | ||||
buildings and constructions | buildings and constructions | machines, equipment, vehicles |
||||
New fixed assets (new construction, expansion, acquisition) - total | ||||||
of which imported | ||||||
Fixed assets used by other organizations - total | ||||||
of which imported | ||||||
Fixed assets acquired under the terms of financial leasing | ||||||
Reconstruction and modernization of fixed assets | ||||||
Lack of commissioning of new, reconstruction, modernization and acquisition |
4. Types of put into operation and acquired fixed assets
Name | In the current year | Next year |
|
Structures | |||
Cars and equipment: complexes and technological lines | |||
individual installations | |||
Vehicles | |||
Electronic computers and means of mechanization and automation of engineering and managerial work | |||
Means of communication and communications | |||
5. Unused fixed assets.
Types of fixed assets | The share of fixed assets that were not used continuously for six months or more in the reporting year in the value of the corresponding types of fixed assets by the end of the year, percent |
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over 0 | over 10 | over 30 | over 50 | over 75 | ||||
Buildings and constructions | ||||||||
Machinery, equipment, vehicles |
Thank you for your cooperation!
The official responsible for provision of statistical information (a person authorized to provide statistical information on behalf of a legal entity) | |||||
(job title) | (signature) |
||||
"____" ____________ 20__ | |||||
(contact phone number) | (Date of preparation document) |
Instructions for Completing the Federal Statistical Observation Form
Form No. IAP is filled out on the basis of information from the head of the organization (manager) as of October 10 of the reporting year and is provided to the territorial body of the Federal State Statistics Service in the subject of the Russian Federation at the address established by him.
In the address part, the full name of the reporting organization is indicated in accordance with the constituent documentsregistered in the prescribed manner, and then in brackets - the short name.
The line "Postal address" indicates the name of the subject of the Russian Federation, the legal address with a postal code; if the actual address does not match the legal one, then the actual postal address is also indicated.
A legal entity affixes the code of the All-Russian Classifier of Enterprises and Organizations (OKPO) in the code part of the form on the basis of the Notice of assignment of the OKPO code sent (issued) to organizations by the territorial bodies of Rosstat.
In the form of a survey, the investment activity of the organization in the current and next year is assessed by experts.
When filling out the form (except for section I, paragraph 1), the selected answer is marked with an "X". The form must be completed as completely as possible.
In chapterI according to paragraph 1, investments in fixed assets in the current year and forecast data for the next year are evaluated at actual prices of the current year.
In paragraph 2, for the indicator "Increase in production capacity", one of the answer options is marked: "with the same range of products" (line 1) or "with the expansion of the range of products" (line 2). In the case when the enterprise is investing (planned to be implemented) in order to increase several production capacities and at least one of them - with the expansion of the product range, then the label is affixed only to line 2.
Line 7 "Replacement of worn-out machinery and equipment" is noted only in the case when the current problems of replacing worn-out machinery and equipment are being solved, i.e. "patching holes".
In paragraph 6, the head (manager) assesses the economic situation of the organization as a whole, taking into account the situation with the availability of orders, output, financial condition of the organization, etc.
Section II paragraph 1 reflects information on the average age of fixed assets, that is, the period of time from the date of manufacture, construction of the facility until the end of the current year, separately for buildings, structures, machinery and equipment, vehicles. Only one of the answer options is marked for each line. For objects purchased on the secondary market, when determining the age, the period of time from the moment of their manufacture, construction, and not from the moment of acquisition by this organization is estimated.
In paragraph 3, lines 1-4, 6 in columns 3, 4 are marked if new, reconstructed, modernized and acquired fixed assets are commissioned by the end of the current year, and in columns 5, 6 - if commissioning objects are planned to be put into operation next year.
Line 5 is marked if the fixed assets are acquired under financial leasing. Financial leasing is a type of leasing in which the leased asset passes into the ownership of the lessee upon the expiration of the leasing agreement or before its expiration, provided that the lessee pays the full amount stipulated by the leasing agreement.
On line 6, marks are affixed if the reconstruction and modernization of fixed assets was carried out, which lead to an increase in their initial cost.
On line 7, marks are affixed if construction, reconstruction, modernization, acquisition of fixed assets was not carried out, or the commissioning of objects is not carried out in the current year and is not planned in the next.
Paragraph 5 provides an expert assessment of the share of fixed assets that were not used continuously for six months or more in the reporting year in the value (at the end of the year) of buildings and structures (line 1), machinery and equipment, vehicles
(line 2).
During the survey, strict confidentiality of the information received is guaranteed, which will be used only for a generalized assessment of the investment climate and for making government decisions that stimulate investment in the real sector of the economy.
Form N IAP is filled out on the basis of information from the head of the organization (manager) as of October 10 of the reporting year and is provided to the territorial body of the Federal State Statistics Service in the subject of the Russian Federation at the address established by him.
In the address part, the full name of the reporting organization is indicated in accordance with the constituent documents registered in the prescribed manner, and then in brackets - the short name.
The line "Postal address" indicates the name of the subject of the Russian Federation, the legal address with a postal code; if the actual address does not match the legal one, then the actual postal address is also indicated.
A legal entity affixes the code of the All-Russian Classifier of Enterprises and Organizations (OKPO) in the code part of the form on the basis of the Notice of assignment of the OKPO code sent (issued) to organizations by the territorial bodies of Rosstat.
In the form of a survey, the investment activity of the organization in the current and next year is assessed by experts.
When filling out the form (except for section I, paragraph 1), the selected answer is marked with an "X". The form must be completed as completely as possible.
In section I, under paragraph 1, investments in fixed assets in the current year and forecast data for the next year are evaluated at actual prices of the current year.
In paragraph 2, for the indicator "Increase in production capacity", one of the answer options is marked: "with the same range of products" (line 1) or "with the expansion of the range of products" (line 2). In the case when the enterprise is investing (planned to be implemented) in order to increase several production capacities and at least one of them - with the expansion of the product range, then the label is affixed only to line 2.
Line 7 "Replacement of worn-out machinery and equipment" is noted only in the case when the current problems of replacing worn-out machinery and equipment are being solved, i.e. "patching holes".
In paragraph 6, the head (manager) assesses the economic situation of the organization as a whole, taking into account the situation with the availability of orders, output, financial condition of the organization, etc.
Section II in paragraph 1 reflects information on the average age of fixed assets, i.e. the period of time from the date of manufacture, construction of the facility until the end of the current year, separately for buildings, structures, machinery and equipment, vehicles. Only one of the answer options is marked for each line. For objects purchased on the secondary market, when determining the age, the period of time from the moment of their manufacture, construction, and not from the moment of acquisition by this organization is estimated.
In paragraph 3, lines 1 - 4, 6 in columns 3, 4 are marked if new, reconstructed, modernized and acquired fixed assets are put into operation before the end of the current year, and in columns 5, 6 - if the commissioning objects are planned to be put into operation next year.
Line 5 is marked if the fixed assets are acquired under financial leasing. Financial leasing is a type of leasing in which the leased asset passes into the ownership of the lessee upon the expiration of the leasing agreement or before its expiration, provided that the lessee pays the full amount stipulated by the leasing agreement.
On line 6, marks are put down if the reconstruction and modernization of fixed assets was carried out, which lead to an increase in their initial cost.
Line 7 is marked if construction, reconstruction, modernization, acquisition of fixed assets or commissioning of objects is not carried out in the current year and is not planned in the next.
Clause 5 provides an expert assessment of the share of fixed assets that were not used continuously for six months or more in the reporting year in the value (at the end of the year) of buildings and structures (line 1), machinery and equipment, vehicles (line 2).
During the survey, strict confidentiality of the information received is guaranteed, which will be used only for a generalized assessment of the investment climate and for making government decisions that stimulate investment in the real sector of the economy.