Free
Reserve Planning Booklets

The Department of Real Estate (DRE) of the State of California has developed some great online booklets you help you with reserve planning, and other aspects of your property's overall management.

The booklets are the …

  • Association Budget Worksheet
  • Operating Cost Manual for Homeowners Associations
  • Reserve Study Guidelines for Homeowners Association Budgets

The third item provides very specific reserve fund guidelines including estimates of useful life.

To make it easy for you to access these booklets — they're all online pdf (Adobe Acrobat) files — simply contact us, and we'll send them along, by e-mail.

PLEASE INCLUDE …
The title of this page
Your Name
Your Role …
Board Member
Property or Community Manager, Reserve Specialist, Accountant
Telephone Number
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heard about us. Thanks.
If you are ordering more than one “Free Thing” please give us this information one time only.

This information will simply tell us who we're reaching and what your specific interests may be. We may follow up with an e-mail or two to provide other relevant suggestions, but you will NOT be subjected to a constant flow of promotion. We don't like spam any more than you do.

We will not telephone you unless our e-mail somehow does not get through. This occasionally happens, and with your phone number we can get to the reason for the problem.


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