RESOURCES
Resources for Better Capital Funding Decisions
Practical guidance for condominium Boards and property managers responsible for reserves, capital projects, and long-term funding decisions.
These resources are designed to help associations make better use of their Reserve Study, evaluate practical funding alternatives, and understand the planning process that connects capital needs with financial decisions.
RESOURCE BRIEF
Optimizing Your Reserve Study
How to turn a point-in-time Reserve Study into a more useful, continually updated foundation for capital planning.
RESOURCE BRIEF
Best Practices for Using Reserve Studies
Practical guidance for moving from Reserve Study information to funding analysis, implementation, and owner communication.
METHODOLOGY
Capital Funding Planning Methodology
See the activities, information, participants, and outputs involved in moving from a Reserve Study to a Board-approved funding plan.
Three Resources. One Capital Planning Framework.
Each resource addresses a different part of the capital-planning process.
1
Improve the Foundation
Optimizing Your Reserve Study
Keep the planning information current, realistic, and useful.
2
Use the Information Well
Best Practices for Using Reserve Studies
Translate Reserve Study information into practical funding analysis and implementation.
3
View the Entire Process
Capital Funding Planning Methodology
See who participates, what information is needed, what work is performed, and what each stage produces.
Reserve Studies Are the Foundation
Condo Capital Planning complements—not replaces—your Reserve Study and the work of your engineering and other technical professionals. We use their work, together with your association’s financial information, as the foundation for developing and evaluating practical capital funding strategies.
Let’s Talk About Your Association
Every association’s capital needs, financial position and owner considerations are different. Tell us a little about your association and we’ll schedule a complimentary 30–45 minute conversation to discuss your situation and explore the funding options that may be appropriate for you.
No obligation. We’ll discuss your situation, the level of assistance you may need, and whether Condo Capital Planning is a good fit.