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eBooks, Articles, & More

  • eBook

uPlanIt FAQ eBook

The uPlanIt FAQ eBook is your quick, accessible guide to making the most of our online reserve planning tool. It answers common user questions, explains key financial concepts, and offers expert tips making the most out of uPlanIt. Whether you're a board member or property manager, this eBook helps you plan with clarity and confidence.
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New HOA board members learning about reserve studies and community reserve management
  • Article

How to Educate New HOA Board Members on Reserve Management

New HOA board members need a clear foundation in reserve studies, funding goals, governing documents, maintenance planning, and fiduciary responsibility. Use these strategies to build confident, informed board leaders who can make better long-term financial decisions.
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understanding hoa reserve components in a reserve study-The Board's Guide to HOA Reserve Components Maintain Replace or Save
  • Article

The Board’s Guide to HOA Reserve Components: Maintain, Replace, or Save?

Is it time to maintain or fully replace? Which components take priority? How do you save money for your HOA homeowners properly? We’ll give you a handful of real-life examples so you can see how our experts would handle even the most expensive projects!
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  • Article

HOA Reserve Funding: Your Roadmap to Financial Security

As an HOA board member, you’re tasked with a monumental responsibility: ensuring the financial health and physical well-being of your community. One of the most critical aspects of this role is effective reserve funding. Underfunded reserves can lead to financial crises, unexpected special assessments, and a decline in property values.
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Planning materials representing HOA reserve funding legislation and long-term reserve planning
  • Article

HOA Reserve Funding Legislation Is Not a “Silver Bullet”

Association Reserves founder Robert Nordlund, PE, RS expresses how reserve funding legislation is only one part of the solution to chronic underfunding, deferred maintenance, and long-term community risk.
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  • Article

Create the Best HOA Reserve Funding Plan (Are You Funding Enough?)

A successful HOA reserve funding plan balances the need for long-term financial stability with the realities of today’s budget constraints. By aligning future project costs with adequate contributions, associations can avoid special assessments and maintain property values.
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