Association Reserves has been conducting Reserve Studies in Orange County for twenty five years. Our clients range from large master planned communities to small townhome associations. In order to meet the growing needs of our clients in Orange County, the Orange County office was established in 2003. Our goal in preparing Reserve Studies is to provide our expertise to help your Association make informed and responsible decisions regarding reserve funding. We hope to help our clients plan for the future so that they have adequate Reserves when required, that they have budget stability, that they fairly distribute contributions and that they are making fiscally responsible decisions.

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32244 Paseo Adelanto, Suite D8
San Juan Capistrano, CA 92675

Our Team

Sean Andersen, RS

President

Dusty Burgmans

Project Manager

Sabrina C. Willison, RS

Project Manager

Julie Campbell

Client Relations Manager

Need a Proposal?

Our Services

We offer a range of services to meet every budget and need. We focus on high quality and
to exceed expectations with each Reserve Study and professional service.

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Which Level of Service is Right for My Property?

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What Happens Next?

LEVEL OF SERVICE
SITE VISIT
MEASUREMENTS
COMPONENT LIST
CONDITION ASSESSMENT
PHOTOGRAPHS
PRICE
Reserve Study- Full
Yes
Yes
Created from Scratch
Yes
Yes
$$$
Reserve Study Update- With Site Visit
Yes
No
Updated from Prior Report
Yes
Yes
$$
Reserve Study Update- No Site Visit
No
No
Updated from Prior Report
Yes
No
$
Do-it-Yourself Reserve Study Kit
No
No
Provided by Client
No
No
$349

We work with all types of properties in Orange County

Association-Governed Communities

Association Governed Communities

Condos, Co-ops, HOAs, POAs, PUDs, Townhomes, etal.

Vacation Ownership Resorts

Vacation Ownership Resorts

Timeshares, Fractionals, Travel Clubs, & Vacation Clubs

Municipalities & Commercial
Properties

Municipalities & Commercial
Properties

Governments buildings & facilities at the federal, state, county and city levels as well as commercial or mixed use developments

Worship Facilities

Worship Facilities

Properties owned by any faith community

Schools, Colleges, & Universities

Schools

Private and public schools, school districts, colleges and universities

Camps, Retreats & Charitable Organizations

Camps, Retreats & Charitable Organizations

Day camps, overnight camps, retreat centers, and properties owned and maintained by any charitable organization

Private Clubs & Recreation Centers

Private Clubs & Recreation Centers

Club or organization that owns and maintains property as well as private or public recreation centers

Other Types of Properties

Other Types of Properties

Our Reserve Studies Clearly Spell Out What Needs to be Reserved for, Evaluate the Strength of the Current Reserve Fund and Recommend a Funding Plan

Every Reserve Study includes Three Key Results
01

COMPONENT LIST- detailing the scope and schedule of all Reserve Projects

02

CALCULATION OF RESERVE FUND STRENGTH
(%-Funded)

03

CUSTOM FUNDING PLAN going forward that allows for timely repairs & replacements with an emphasis on avoiding supplemental funding sources

Quick Links

Orange County Reserve Study for HOAs, Condos & Properties