Resources

We get questions daily on all things Reserve Studies. Below is a “Launchpad” organized by topic to help you find what you are looking for. Have a question that we do not address. Contact us and we’ll add it to our FAQ.

Reserve Study Best Practices

Download a copy of Best Practices

Unlock the Secrets to Effective Reserve Management in Community Associations! Dive into Reserve Studies & Reserve Management:, a pivotal guide by the Foundation for Community Association Research. This concise yet comprehensive report offers invaluable insights into best practices for reserve studies, essential for maintaining the financial health of community associations. Learn from real-life case studies, expert recommendations, and innovative trends. Ideal for managers and board members, this report is your key to mastering reserve fund planning and sustainability. Download now for a wealth of knowledge that can transform your association’s future!

Sample Reserve Study

Download a copy of our Reserve Study

Dive into our Reserve Study Report to uncover the strategic roadmap for your association’s financial health. With a starting reserve balance of $35,404 and a goal to reach a fully funded balance of $99,887, our recommendations aim to boost your reserve fund by 35.4%. The report details a monthly contribution strategy and a one-time special assessment to fortify against future expenses. Starting from January 1, 2016, understand your reserve fund’s strength and how to enhance it, reducing the risk of unexpected assessments. Access the full analysis for a clear, actionable financial plan.

National Reserve Study Standards

Download a copy of CAI’s Reserve Study Standards

National Reserve Study Standards provide a systematic approach for Homeowners Associations (HOAs) to evaluate and manage their long-term funding needs. By adhering to these standards, HOAs can accurately forecast future repair and replacement costs, ensuring they maintain a healthy reserve fund balance. This proactive planning minimizes the likelihood of special assessments and helps maintain property values by ensuring funds are available for necessary maintenance. The standards also promote transparency and fiscal responsibility, offering peace of mind to homeowners and potential buyers. Ultimately, they serve as a financial blueprint for HOAs to follow, contributing to the stability and sustainability of the community.