Ballast PlanningClarity · Competence · ConfidenceU.S. ASSOCIATIONS

Live Reserve Service

Keep the reviewed reserve position useful as real-world facts change.

Live Reserve Service is the recurring relationship after issued reserve work. Ballast reviews new association information and applies supported changes to Current Position without rewriting the issued study.

The Board can see the issued baseline, supported changes, current reserve position, and financing standing as distinct records with clear limits.

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

    Baseline

    Begin from issued professional work

    Live Reserve Service starts from an issued Full New Reserve Study or Reserve Study Update. It does not create a baseline from unreviewed software state.

  2. 02

    Change

    Bring forward what happens after issuance

    Completed projects, bids, invoices, changed timing, and other association facts can be submitted as the real-world record changes.

  3. 03

    Review

    Keep human control over applied changes

    New information remains pending until Ballast reviews it. Customer uploads do not silently become professional conclusions.

  4. 04

    Use

    Keep the current position understandable

    Current Position reflects the issued baseline plus Ballast-reviewed applied changes. Formal study requirements and future paid work remain separate.

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.