Capital Reserve Planning & Budgeting

Develop a multi-year capital reserve plan.

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Steps: 1) Assess building systems remaining life 2) Estimate replacement costs 3) Create 20-year capital plan 4) Calculate annual reserve requirement 5) Assess reserve adequacy 6) Prioritize near-term work 7) Build annual budget

Output: 20-year capital plan, system replacement timeline, reserve adequacy analysis, annual budget with allocations.

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Why this works

Planned reserves prevent emergency funding crises. Adequate reserves protect property value.

Risks & review

Underfunded reserves leave owner vulnerable to emergency calls. Conservative estimates are prudent.