Ballast PlanningClarity · Competence · ConfidenceU.S. ASSOCIATIONS

Full New Reserve Study

Establish the baseline when no qualifying current baseline exists.

A Full New Reserve Study establishes the association's component, condition, cost, useful-life, and funding baseline when the existing record cannot support an Update.

The issued study gives the Board a defensible current baseline, the funding implications, the limits of the work, and the decisions that need attention.

See the supported answer first, followed by the information used, unresolved gaps, review steps, and sources.

InputsUnknown stays unknown
ReviewHuman professional control
IssueIssued report preserved

How the work moves

From your information to a supported decision.

See what happens at each stage, what still needs attention, and when a professional report becomes an issued record.

  1. 01

    Qualify

    Confirm that a new baseline is needed

    Ballast first determines whether the existing record can support an Update. A Full New Reserve Study is recommended only when a qualifying current baseline does not exist.

  2. 02

    Scope

    Define the association and common elements

    Known property facts carry into scope. Required information, walkthrough needs, exclusions, and open questions remain visible before professional work begins.

  3. 03

    Evaluate

    Establish the current reserve basis

    Professional work addresses the components, current cost basis, remaining useful lives, and funding position included in the accepted scope.

  4. 04

    Decide

    Show what the Board needs to act on

    The report leads with the current position, funding recommendation, capital timing, material risks, and decisions—not internal processing detail.

  5. 05

    Issue

    Preserve one defensible baseline

    The completed report is professionally reviewed and issued as an immutable baseline. Live Reserve Service is a separate recurring election after issuance.

Start with the question

Start with the diagnosis, not a product catalogue.

Known property facts carry forward into the appropriate scope and one exact quote when professional work is supported.