Reserve Study Services

 

Full Reserve Study

The complete development of a Reserve Study program including the following services:

  • a thorough, original on site inspection quantifying all known components

  • development of an accurate list of components including quantities and measurements

  • component description and estimate of the useful life, remaining useful life and replacement costs in today’s dollars

  • a financial analysis, which evaluates the current Reserve Fund strength with a recommendation for future funding

  • emailed reports summarizing the data and funding recommendation, along with a photographic inventory of components

 

This program is recommended for associations conducting their first Reserve Study or validating an existing Study.

Education Services

Education services are a significant part of our ongoing effort to help our clients and community managers in performing their respective duties. If feasible we will work an education program into our site visit and provide at no additional charge. Just ask!

Update W/Site Visit Reserve Study

An update of an existing Reserve Study program including the following services:

  • an on site inspection to update, add or subtract component information

  • ensure an accurate list of components – but does not re-quantify all components

  • component description and estimate of the useful life, remaining useful life and replacement costs in today’s dollars

  • a financial analysis, which evaluates the current Reserve Fund strength with a recommendation for future funding

  • emailed reports summarizing the data and funding recommendation, along with a photographic inventory of component

 

This program is recommended for associations confident their list of components are accurately recorded and want to update their analysis.

Consulting Services

Consulting services are provided on an hourly basis and include but are not limited to:

  • board and community meetings to discuss reserve programs

  • presentation of reserve standards and programming details

  • review of existing reserve plans for accuracy and adherence to national standards

  • assisting communities with special reserve fund requests and financial needs

  • expert witness services
     

Update W/No Site Visit Reserve Study

An update of an existing Reserve Study program including the following services:

  • a review of existing component information

  • updating component useful life, remaining useful life and replacement costs in today’s dollars

  • a financial analysis evaluating the current Reserve Fund strength with a recommendation for future funding

  • emailed or bound reports summarizing the data and funding recommendation

 

This program is recommended for associations confident their list of components are accurately recorded and desire to update their analysis.

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