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 OKUDCode (to be entered by the reporting entity)
reporting organization under OKPOtype of activity according to OKDPindustries according to OKONHterritories according to OKATOorganizational and legal form according to OKOPFforms 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 / pNameIn the current yearNext 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 / pNameIn the current yearNext 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 / pNameIn the current yearNext 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 / pNameFactors limiting investment activityFactors 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 / pSituation in the current year N p / pExpected 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 / pNameIn 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 / pNameIn 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 / pNameIn the current yearNext 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:

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

Investment risks

The state of the technical base of the organization

Profitability of investment in fixed assets

Inflationary policy in the country

Commercial loan percentage

The mechanism for obtaining loans for the implementation of investment projects

Existing tax regime for investment activities

Access to foreign markets

Price fluctuations in the world energy market

Economic situation:

internal (in the country)

external (in world markets)

Legal and regulatory framework governing investment processes

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

New fixed assets (new construction, expansion, acquisition) - total Next year

6. 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

over 0 to 10

over 10 to 30

over 30 to 50

over 50 to 75

Thank you for your cooperation!

Official responsible for providing statistical information (a person authorized to provide statistical information on behalf of a legal entity)

(job title)

(signature)

_____________________

E-mail: _______________

"____" ________ 20__ year

(contact phone number)

(Date of preparation

document)

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
at their assigned address

Order of Rosstat:

About form approval

About changes (if any)

dated __________ No. ___

dated __________ No. ___

Reporting entity name ______________________________________________________________________________________________

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
up to 5 years

over 5
up to 10 years

over 10
up to 15 years

over 15
up to 20 years

over 20
up to 30 years

over 30
up to 50 years

over 50
up to 80 years

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

over 0
to 10

over 10
up to 30

over 30
up to 50

over 50
up to 75

over 75
up to 100

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.

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