HOA Reserve Study / Funding Plan Template
Free template from The HOA Guide - thehoaguide.com
"A DIY starting point for tracking components and a funding plan. Not a substitute for a credentialed reserve specialist's study."

Category,Component,Install/Last Replaced Year,Useful Life (Years),Remaining Useful Life (Years),Current Replacement Cost,Current Reserve Balance for This Component,Target Reserve Balance (Full Funding),Notes
STRUCTURAL AND EXTERIOR,,,,,,,,
,Roof,0,0,0,0,0,0,
,Asphalt Paving and Sidewalks,0,0,0,0,0,0,
,Exterior Painting and Siding,0,0,0,0,0,0,
,Retaining Walls,0,0,0,0,0,0,
,Fencing and Gates,0,0,0,0,0,0,
,,,,,,,,
BUILDING SYSTEMS,,,,,,,,
,Common-Area Plumbing,0,0,0,0,0,0,
,HVAC (Common Areas),0,0,0,0,0,0,If applicable
,Elevator,0,0,0,0,0,0,If applicable
,,,,,,,,
AMENITIES,,,,,,,,
,Pool Resurfacing,0,0,0,0,0,0,
,Pool Equipment and Heater,0,0,0,0,0,0,
,Clubhouse or Amenity Building,0,0,0,0,0,0,If applicable
,Playground Equipment,0,0,0,0,0,0,If applicable
,,,,,,,,
OTHER,,,,,,,,
,Signage,0,0,0,0,0,0,
,Other Reserve Components,0,0,0,0,0,0,
,,,,,,,,
TOTAL (ALL COMPONENTS),,,,,0,0,0,
,,,,,,,,
FUNDING SUMMARY,,,,,,,,
,Percent Funded (Current Balance / Target Balance),,,,,,0%,Current divided by target
,Recommended Monthly Per-Unit Contribution,,,,,,0,From your reserve study or funding plan