Reserve Study Template

The company that performed the reserve study provided us with a document which is mostly boilerplate that they inserted our. If you have read this far you are probably the person in your association who also volunteered to figure out what a reserve study is. This hoa reserve study excel spreadsheet template has all formulas set so all you have to do is plug in your numbers to plan the next 10 or 30 years of income expenses and reserves for your condo association 49 or 59 buy now.

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Cheap Reserve Study Excel Template With Sample Pdf

10 Year Reserve Study Spreadsheet

30 Year Reserve Study Spreadsheet

Use our free reserve study software to create your own reserve study.

Reserve study template. We are confident that the kits price point and easy to understand instructions will make reserve studies accessible to associations across the us. Because the reserve study is a projection of future events it necessarily is based upon a number of assumptions. Our reports include a custom 30 year funding plan with a full funding objective avoiding special assessments when possible. The reserve study process is an exercise in refining those assumptions to those most likely to occur.

Hello all i am on the board of our hoa and have been very disappointed with a reserve study that we recently engaged to have done. Im not a lawyer or accountant and none of this is meant to be or should be taken as legal advice but i feel comfortable that our association has satisfied the requirements of a reserve study. Future events occurring near term are inherently more predictable than those occurring long term. I found many sites that explain how to do it and also found a template online.

The diy reserve study kit provides associations the ability to create cost effective professional quality reserve study reports and offers a low cost alternative to the professional reserve study. It contains data information and assumptions provided by the preparer which have not been independently verified. I am on a committee in my small 8 unit condo hoa tasked to figure out an inexpensive way to get a reserve study done. Reserve studies done by us also contain all information required by state and national standards for your convenience and understanding.

This tool is ideal for smaller hoas with minimal common area assets. Our hoa reserve study reports are detailed informative accurate and professional. Do you have an outdated reserve study. Save time and money with our free reserve study software.

The association is the primary beneficiary of the sale of this report. Yet they are simple enough for any property manager board member or homeowner to understand. For just 349 we use the information you provide our proprietary reserve study software and skilled staff of reserve specialists to create a custom reserve study report for your association. With this free reserve study software you will be able to calculate your currentread more read more.

Has anyone used a do it yourself type template.