CONDO RESERVE FUNDS

Practical resources for managing condominium and association reserve funds—from reserve studies and budgeting to project authorization, expenditure management, and year-end reconciliation.

Free National, Florida, California, and New York editions of Reserve Fund Governance and Management Guides, together with project proposal forms and financial-management workbooks for condominium, cooperative, and HOA boards, managers, and owners.

 These resources help associations translate reserve studies into clear governance policies, detailed annual budgets, authorized projects, documented expenditures, prudent funding measures, and reliable year-end reconciliations.

Topics Covered: Reserve studies, reserve-fund budgeting, reserve versus operating expenses, SIRS and Traditional Reserves, project authorization, permitting and professional oversight, expense management, special assessments, funding shortfalls, project records, reserve workbooks, and post-close reserve-study review.

 For Boards: Quick Start

•  Review the current reserve study.

•  Adopt a detailed annual reserve budget.

•  Authorize and document reserve projects before work begins.

•  Track projects, expenditures, funding measures, and year-end balances.

 For the complete process, download the Guides and Management Tools by tapping or clicking the links below.