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eBooks, Articles, & More

  • Blog

When do you Perform a Reserve Study?

In the live Q&A session after a one of last week's webinars, one participant asked when it was best to perform a Reserve Study for their association... suggesting that he thought it would be best in the last quarter of a major component's life.
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  • Blog

Why be 100% Funded (instead of 70%)?

In the Reserve Study industry, the Percent Funded range of 70-130% is described as the "strong" range. So why shoot to be 100% Funded and not the lower (more attainable) target of 70% Funded?
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  • Blog

Why Didn’t our Percent Funded Change?

I recently had a client have us investigate the contribution differences between our recommendation to Fully Fund their Reserves, and only Baseline Fund their Reserves.
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  • Blog

Why do we Care about Percent Funded?

According to National Reserve Study Standards (see complete standards here), an evaluation of Reserve Fund Strength is one of the three primary results from a Reserve Study (the current component list, the current strength of the Reserve Fund, and the current recommendation for Reserve contributions).
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  • Blog

It’s a New Year – Don’t go on a Reserve Diet!

I was recently contacted by an association explaining their strategy of not funding their Reserves according to the recommendation in their Reserve Study. They looked at that recommendation, then decided on a smaller contribution rate that they felt was reasonable (about half, they explained).
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  • Blog

Why are components “Lumped Together” in a Reserve Study?

This was a good question asked recently by a client. They wanted to see all the separate items in their equipment shed in their Reserve Component List, not all the mowers grouped together, or the small runabouts grouped together.
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