Reserve study services.
A North Star Reserves study includes physical inspection, a component inventory, a condition assessment, a funding model, a board-ready deliverable, and consulting through the decisions — not a file left on the table.
HOA / PUD
Every HOA is different — different assets, financials, history and operating procedures. Each is taken into consideration to customize your 30-year budget and build a long-term savings plan that fits your community.
Condo / High-Rise
With a plethora of assets and a heavy expense load, no stone is unturned and no asset left out. We recognize the rigidity such a plan needs and know how to guide you through it.
Updates
Keep the study current — with a site visit or as a financial-only refresh between visits.
Specialty
Golf and resort, city and municipal assets, parks and recreation, business parks, and professional offices — each with a long-term plan tailored to the work.
What is always included.
4/10 Guarantee: Your report within 4 weeks of inspection, or 10% off your invoice.
- Unlimited Consulting
- Board Meeting Presentation
- Operating & Reserve Budget Interplay
- 4/10 Guarantee
- Asset Education
- Common Area Color-Coded Mapping
The industry recognizes three, and the difference is how much of the work starts from scratch. A full study builds the component inventory from a physical inspection — every asset found, measured, photographed and assessed. An update with a site visit re-inspects condition against an existing inventory. An update without a site visit refreshes costs and the funding plan using the inventory you already have. Most communities start with a full study and then alternate, rather than paying for a full inventory every cycle.
No, and paying for one every time is how boards end up spending more than they need to. The inspection is what establishes and re-establishes condition, so it matters on a real cadence — generally every five years, or every three for complex assets or fast-changing condition. Between those, a financial update keeps costs current and drops completed repairs and replacements off the report, without re-walking the property. What we will not do is sell you an update without a visit when the inventory is too old to support one.
Less than most boards expect. The association name, an address, a contact, and whether this is a first study or an update is enough for us to size the work and give you a firm price. Governing documents, the current reserve balance and recent financials help us build the model, but they can follow — we would rather begin the conversation than hold it up waiting on a document request.
Four weeks from the site inspection to the report, and we put the 4/10 Guarantee behind it: your report within 4 weeks of inspection, or 10% off your invoice. The part that varies is scheduling the inspection itself, which is worth starting before budget season rather than in the middle of it.
Unlimited consulting, a presentation to your board, the interplay between your operating and reserve budgets, asset education so the board understands what it owns, and the 4/10 Guarantee on turnaround. None of those are line items we add at the end — they are how we work, and they are the reason managers send us association after association.