reserve study

With aging buildings, tough competition, and increasing operating expenses, capital reserve planning is critical. zumBrunnen’s reserve studies deliver thorough assessments, expert guidance, and are powered by easy-to-use proprietary software to create smart, disciplined, rolling capital reserve plans.

know your future. manage your reserves.

we offer two reserve study options to fit all client needs.

Capital Reserve Analysis (CRA)

The CRA service is a “value proposition” service that provides management with comprehensive inspection services, and a dynamic process, and the tools necessary to forecast future capital replacement needs of a facility for its remaining useful life.

Powered by zumBrunnen’s proprietary FacilityForecast® software, this easy-to-use reserve study solution allows users to drill down or slice and dice data. For example, users can easily vary inflation rates, interest rates, alter report terms in years, filter or combine any number of budgets, cost categories, budget item classifications, set minimum unit cost values, and calculate facility condition indexes.

Strategic Capital Replacement Budget™ (SCRB™)

The SCRB™ is designed to respond to a Client’s specific reporting need(s) at the lowest possible cost; i.e. to meet a reporting requirement of a bond covenant.

The SCRB is a limited-scope budget report where report parameters are clearly defined (limited) by the client as to the number of years; items critical to maintaining the building envelope, critical systems, and major fixed equipment only; minimum replacement cost of $15,000 to $20,000 per budget item, etc. This reserve study solution offers a cost-effective tool to make smart business and building-related decisions.

“zumBrunnen helped us update our 20-year plan. They saved us time in the collection of data, and Doug McMillan’s knowledge and expertise, as it relates to the industry as a whole, is where we felt zumBrunnen brought the most value.”

William Anna
Director of Plant Services (former) - The Cedars of Chapel Hill