Reserve study consulting

A clearer reserve funding plan for your community

Understand what your community will need to replace, when the work is likely to come due, and how to plan for it. Give your board a practical basis for discussing contributions and future projects.

A free 30-minute conversation. We’ll reply within 1 business day.

Connect the physical assets to the financial plan

An asset inventory your board can use

Review common-area components, their condition, useful life, and remaining useful life. Discuss whether an on-site or remote assessment fits your community and available records.

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A view of your funding position

Review reserve adequacy and projected replacement needs. Explore contribution recommendations and multi-year funding scenarios with the assumptions made clear.

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Support for the board discussion

Consulting includes board presentation and member Q&A support. Bring questions about the funding plan, project timing, or how to explain the findings to your community.

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What to bring to your first conversation

The free consultation helps us understand the property, the information already available, and the questions your board needs to answer.

  1. Your property and responsibilities

    Describe the community, its unit count, and the common-area components the association is responsible for maintaining.

  2. Your existing records

    Bring any prior reserve study, asset inventory, condition reports, replacement estimates, and current reserve balance information.

  3. Your board’s decision

    Tell us about upcoming projects, budget planning, or funding questions. We can then discuss assessment scope, deliverables, and a proposal.

Community experience

Reserve planning is where Greenbriar started

Greenbriar Townhouses, Inc. began using Co-opManage for assets and reserve studies in October 2024. The 160-unit cooperative later added maintenance and governance workflows, keeping its asset records connected to ongoing community work.

Read the Greenbriar Case Study

Questions your board may have

What is included in reserve study consulting?

Services include asset inventory and condition assessment, useful-life analysis, reserve fund adequacy review, a multi-year funding plan with contribution recommendations, and board presentation and member Q&A support. The proposal defines the scope for your community.

Can we discuss an existing reserve study?

Yes. Bring the current study and the questions your board has about asset changes, replacement costs, funding scenarios, or the need for an update. We can discuss the appropriate next step during the consultation.

Is an on-site inspection required?

The service offers on-site or remote assessment. The appropriate approach depends on your property, existing records, and the assessment scope, which we discuss before preparing a proposal.

What does a reserve study cost?

Request a proposal for your community. We will discuss the property, available records, assessment approach, and required deliverables so you can evaluate the scope and cost together.

Have a question about cost or setup? See pricing and onboarding, or talk with us about your community.

Start with the questions your board has today

Tell us what you want to organize, review, or plan. We’ll help you explore the next step.

Request a Free Consultation