Reserve Studies - The Complete Guide is 436 pages explaining the concepts and process for making a reserve study. For more information and to order, click here.

 

 

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Reserve Studies - The Complete Guide

Gary Porter and Pierre Del Rosario, the principals of Facilities Advisors International LLC, are the authors of "Reserve Studies - The Complete Guide."  This Guide, published in October 2015, is the most comprehensive analysis of the reserve study process ever compiled.

The guide is available at HOA Pulse, or at Amazon.

The table of contents is:

Chapter

Chapter Title

 
     
 

Preface

 

1

Introduction – Reserve Study Basics                                                  

1.1 – 1.18

2

History of reserve studies in the CID industry                                

2.1 – 2.12

3

Reserve study theories                                                                        

3.1 – 3.16

4

Reserve study standards / organizations                                          

4.1 – 4.44

5

Reserve study scope of services                                                        

5.1 – 5.12

6

Reserve study physical analysis                                                        

6.1 – 6.18

7

Reserve Study Financial Analysis                                                  

7.1 - 7.36

8

Understanding Percent funded                                                          

8-1 - 8-24

9

Reserve study financial reporting framework – RS report                

9.1 – 9.60                                                                                    

10

Software and Calculations                                                              

10.1 – 10.18                                                  

11

Investing reserve funds                                                                  

11.1 – 11.10

12

Establishing reserve policies                                                          

12.1 to 12.16

13

Specialty Associations and Other Organizations                        

  • Large scale associations
  • High rise Associations
  • Timeshare and Fractional Associations
  • Condo Hotels
  • Country Clubs

13.1 to 13.14

14

Resources                                                                                      

14.1 to 14.38

15

State reserve study statutes                                                            

15.1 to 15.74

 

Bibliography

 
 

Index