Pacific Reserve Studies

Ø    Our sophisticated computer software uses the “pooling method” to calculate reserve requirements. Unlike simple spreadsheet programs, our specialized software is capable of minimizing reserve contributions.

Ø    Our detailed 30-year, monthly cash flow projection proves the accuracy of our conclusions and assures a positive cash flow.

Ø     Complies with all government and AICPA audit requirements. Adjustments for inflation, income taxes and interest earnings are always included for maximum accuracy. Never accept a report that omits these important factors.

Ø     Provides your association the ability to maximize interest income over the life of your buildings.

Ø     No additional charge for fast service.

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Why Choose Us

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Dedicated Team

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Cost Effective

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We Are Committed to Quality

Reserve Studies

In a Full Reserve Study, the reserve provider conducts a component inventory, a condition assessment (based upon on-site visual observations), and life and valuation estimates to determine both a “fund status” and “funding plan”.

Ø Develops a Component Inventory  

Ø Performs Condition Assessments

Ø Provides Life and Valuation Estimates

Ø Provides a Funding Status Statement

Ø Develops a Funding Plan

In an Update with site inspection, the reserve provider conducts a component inventory (verification only, not quantification unless new components have been added to the inventory), a condition assessment (based upon on-site visual observations), and life and valuation estimates to determine both the “fund status and “funding plan.”

Ø Verifies Component Inventory from Previous Study

Ø Performs Condition Assessments

Ø Provides Life and Valuation Estimates

Ø Provides a Funding Status Statement

Ø Develops a Funding Plan

In an Update without site inspection, the reserve provider conducts life and valuation estimates to determine the “fund status” and “funding plan.

Ø Provides Life and Valuation Estimates

Ø Provides a Funding Status Statement

Ø Develops a Funding Plan

 

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