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Informative Reserve Study Reports

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Main Content

Informative Reserve Study Reports


Assess, control and manage a significant
part of the budget...the Reserve Allocation!

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Management Information Tools

Reports     Software

Summary/Disclosures

Each report will provide a vital 'Reserve Disclosures' section for recommended distribution to the membership.

Cash Flow Analysis

Supports 12 different funding methods with unlimited goals to determine an allocation tested over 30 years...all on 1 page!

Graphs/Charts

Colorful data display of the Cash Flow Analysis & the Reserve Allocation broken down by categories.

Component Details

The foundation of the study that includes: quantity, unit cost, useful/remaining life, source code & additional detail notes as applicable.

Appendices

Calculations (including an equation for Percent Funded that is not found in any standards) & definitions provide insight into the report.

Field Report Photos

Problems observed during an on-site inspection allow for early resolution that, if left unchecked, may result in costly structural damage.

Security of a Successful Plan begins with a clear, concise & comprehensive report

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