Enter the report data

From the reserve study, the adopted budget, the declaration, and the reserve bank statement. Every figure you enter appears in the report with its source.

Association

Legal name

Property address

State (property location)

Number of buildings

Habitable stories

Total units

Fiscal year

Fiscal year starts in

Milestone inspection completed

Reserve study

Preparer (firm)

Preparer license type

Study date

Funding method stated

Highest recommended annual contribution ($)

Baseline annual contribution ($), if shown

Budget & cash

Total annual budgeted assessment income ($)

Enter the assessment-income base from the budget. Lender-permitted exclusions are not calculated here.

Current annual reserve contribution ($)

Reserve cash on hand ($)

As of (date)

Existing loan balance ($), optional

Monthly debt service ($), optional

Components

Copy from the study's component table. Cite the page. An explicit due fiscal year overrides years remaining. Without it, 0 means the first projection year and 1 means the following year. Repeat only when the study supplies a cycle; blank means one replacement.

Component Remaining useful life (yrs) Replacement cost today ($) Deferred maintenance ($) Source (study page) Due fiscal year (optional) Repeat every (yrs, optional) Due fiscal month (monthly method)

Running total $0 $0

Study projection method

Track A can follow the study's annual contribution schedule. Leave it blank to hold the baseline contribution flat. Current-budget financing scenarios and Track B remain separate comparisons.

Track A contributions ($), one year per line

Enter all 10 years, beginning with the first projection year. Use 0 for a year with no contribution.

Schedule source and page

Reserve interest method

Interest applies to positive opening reserves once per year.

Interest method source or assumption

Unit mix

Ownership shares come from the declaration, never from headcount or square footage.

Unit type Count Ownership % per unit

Financing amount to compare

Enter the amount from the study’s funding schedule or a specific board scenario. Do not use the annual contribution shortfall or the total replacement inventory as an automatic funding requirement. Enter zero to compare contributions without new financing.

Amount ($) Source and purpose

Assumptions

Pre-filled, editable, each with a source tag. Every figure appears in the report with its source.

Contact and delivery

Your name

Email for report delivery

Your role (optional)

Notes for report preparation (optional)

We use these details to prepare your report and follow up if information needs clarification. Enter figures from your source documents; document uploads are not part of this form.

Order summary

Report $149 Reserve benchmarks, funding illustrations, 10-year cash projections and a printable board report Report + Owner PDF $299 Adds the per-unit table by ownership % and a printable owner-facing PDF

I understand ReserveGap is a financial analysis based on the figures I enter. It is not a reserve study, engineering report, legal advice, or a lending decision. I understand that payment submits my order for offline preparation. The report will be delivered by email as a follow-up, not downloaded immediately.

Entries are saved on this device when browser storage is available. Payment is handled by Stripe; we never see card numbers. After checkout, we prepare your report and email it within 1 business day. Not an instant download.

Monthly cash timing