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RESERVE

Reserve Study / Capital Needs Assessment

Long-range funding plan for HOAs, condos and agency lenders.

At a glance

Base price
$4,500 per property
Typical time on site
1 – 3 days
Governing standard
CAI National Reserve Study Standards, HUD CNA e-Tool
Inspection scopes
1 scope · 5 checkpoints
Category
Structural & Engineering

What this inspection covers

A component inventory with remaining useful life, replacement cost and a thirty-year funding model. Required by most states for community associations and by HUD, Fannie Mae and Freddie Mac as a Capital Needs Assessment for multifamily lending.

Key inspection points

  • Full component inventory and measurement
  • Remaining useful life determination
  • Replacement cost estimating
  • Reserve fund adequacy analysis
  • Special assessment risk modelling

How the scope is structured

Once a proposal is approved, these scopes are generated into your project automatically. Each engineer works and signs off one scope at a time, and every checkpoint below becomes a recorded finding with a condition, a severity and photographic evidence.

01

Reserve Study / Capital Needs Assessment — Standard Scope

5 checkpoints

  • Full component inventory and measurement
  • Remaining useful life determination
  • Replacement cost estimating
  • Reserve fund adequacy analysis
  • Special assessment risk modelling

Request a Reserve Study / Capital Needs Assessment

Tell us about the property and your objective. We will return a line-item quote naming every scope, the governing standard, the deliverables and the turnaround — usually within one business day.