Reserve Planning Services for Florida Communities

The Community Associations Institute's Reserve Study Standards (RSS) are used as the foundation of understanding and approach for each engagement. It provides explanations and methodology for a disciplined component analysis, various levels of service, specific calculations, and the various funding goals that can be incorporated within a reserve plan. All Reserve Study providers should follow and cite this framework openly.

Now here's where we come in: Although standards are provided and followed, reserve planning can still be a complex process of which isn't easy to present nor understand. Association Boards, Property Managers, and Unit Owners, and/or other property representatives need straight forward information and clarity when receiving professional guidance. This company was founded on the desire to provide the highest-quality, yet clearest reports directly to those needing reserve planning guidance in Florida.

How? Clear explanations of calculations and findings. Executive Summaries that can be directly copied and shared at meetings. Funding plan options presented as choices the board makes, not one specific funding level seen as a final verdict. Supplemental tools, such as an Excel-based "what if" file for testing. And so much more!