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Property management
HOA Reserve Study Checklist Template

HOA Reserve Study Checklist Template

The HOA Reserve Study Checklist is a planning tool that organizes inspections of common assets, tracks their condition and estimates replacement costs. It includes both physical and financial analyses, giving HOAs a structured way to project reserve funding needs and document compliance.

Originally published by luminpdf.com

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HOA Reserve Study Checklist with sections for component inventory, physical analysis, financial review and recommendations

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HOA Reserve Study Checklist with sections for component inventory, physical analysis, financial review and recommendations page 0

Used 163 times

Frequently asked questions

The HOA Reserve Study Checklist helps associations document component inventories, assess useful life and estimate replacement costs. It also reviews reserve balances, funding contributions and long-term spending needs. This template ensures that the HOA boards and property managers keep communities financially prepared and compliant.
This checklist is typically completed by reserve study specialists or property managers, with input from the HOA board.
The completed checklist is kept with the HOA’s financial and maintenance records. It may also be shared with auditors, lenders or state regulators where required.

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