Feature
The study becomes a plan. The plan becomes next year's contribution.
Upload the reserve fund study, depreciation report or SIRS, review the extracted components, run the 30-year cash flow, and show owners what it costs per month instead of a spreadsheet.
Board reality
Why this is hard for a volunteer board
The study is a PDF. The contribution line in the budget is typed in from memory. Two years later the board cannot say whether it is on plan.
The mechanism
How the butler handles it
- Step 1
The study becomes a register
The study is read into the component register with confidence scores and a review queue, and you confirm each component. - Step 2
The model runs 30 years
Contributions, expenditures, interest and inflation, with full, threshold, baseline and cash-flow funding methods, and percent funded with the methodology shown. - Step 3
Options sit side by side
Compare a fee increase, a special assessment, a loan, a hybrid and deferral over the full horizon, with the total cost of each and the per-unit monthly impact.
Record output
What it produces
The component register with condition logs and photos, and study currency against the statutory cycle.
Actual-cost feedback from completed projects, the 30-year model and sensitivity analysis.
Statutory flags for a study that is overdue or a contribution below the required level.
The Fannie Mae and Freddie Mac reserve allocation test, a deferred maintenance register, and a reserve study request template.
Rules pack
Ontario and Florida
Each jurisdiction is a rules pack, and the citation travels with the obligation.
Florida's structural integrity reserve study and milestone inspection rules are tracked as obligations with their own due dates.
Board questions
Questions boards ask
Can the board see financing without the alternatives?
No. A comparison set containing a loan cannot be presented without the fee-increase and special-assessment options with total cost beside it. The database enforces it.
Does this replace our engineer?
No. It reads their study and keeps it current between studies.
What does percent funded mean here?
The balance divided by the fully funded balance from your study, with the method shown on the tile.
Set your corporation up this afternoon
Upload the reserve fund study, depreciation report or SIRS, review the extracted components, run the 30-year cash flow, and show owners what it costs per month instead of a spreadsheet.