Reserve Planning

We help your community stay prepared for what’s next.

Services Overview

We work with boards to develop comprehensive reserve studies, track capital assets, and create funding strategies that ensure your community is financially prepared for the future. From aging infrastructure to planned improvements, CCM provides the expertise and guidance needed for sound capital planning.

Our Services includes:

Reserve Study Development

Comprehensive analysis of community assets, useful life projections, and replacement cost estimates to create accurate reserve funding plans

Funding Strategy Planning

Development of multi-year funding models, contribution schedules, and budget recommendations to build adequate reserves

Capital Asset Inventory

Detailed tracking of major components including roofs, pavement, equipment, and facilities with condition assessments and replacement timelines

Reserve Fund Analysis

Regular review of reserve account balances, investment performance, and funding progress to ensure financial preparedness

Reserve Study Updates

Periodic reviews and updates to reflect current costs, completed projects, and changes in community infrastructure

Long-Term Capital Planning

Strategic planning for major renovations, improvements, and replacements aligned with community goals and financial capacity