Sample Reserve Study - Museum
,
Account Museum -- Version Sample
January 01, 2020
Reserve Data Analyst
www.rdanorthwest.com
866-574-5115
Prepared By
Quality Check By
TABLE OF CONTENTS
Sample Reserve Study - Museum
Introduc on
3
Summary Page
4
What Components Are Included?
5
The Component List
6
Current Cost by Category Chart
11
How Much To Reserve?
12
About Percent Funded
13
Percent Funded Chart
14
Reserve Acct. Balance Chart
15
Recommended Funding - Summary
16
Recommended Funding - Projec ons
17
Baseline Funding - Summary
18
Baseline Funding - Projec ons
19
Current Funding - Summary
20
Current Funding - Projec ons
21
Reserve Account Expenditures Chart
22
Annual Expenditure Report
23
Distribu on of Accumulated Reserves
33
Component Detail Reports
38
Calcula ons Appendix
90
Defini ons Appendix
91
Disclosures Appendix
97
Component Index
101
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 2
Sample Reserve Study - Museum
Introduc on
Thank you for utilizing the services of Reserve Data Analyst for your reserve study. We strive to create a
comprehensive report that can be utilized for your budgeting needs and for future replacement schedules but above all
else we place an emphasis on a high level of customer service. If there are any questions, concerns, corrections or
revisions needed please do not hesitate to call or email us. While this study does have some explanations of the
methodology used we have kept it to a minimum for brevity. More detailed explanations of methodology & concepts are
explained in our Reserve Study Guidebook which can be found on our website at www.rdanorthwest.com
There are a couple of tips to consider that will help you both navigate this study and understand the different sections
within the study:
1. To most easily navigate this study we recommend printing out the Table of Contents page at the beginning of the
study and the Component Index pages at the rear of the study. This way you don’t need to print out the whole
study, you can have the PDF of this study open on the computer and can refer to the printed out Table of
Contents and Component Index pages to scroll to or jump to pages within your PDF reader program on the
computer.
2. We have created a video summary of a sample study to explain the different pages & reports within this study.
You can view this video in a smaller browser window while navigating your study for an explanation of each page
in the study. This is extremely helpful and answers the majority of questions that we receive from readers of our
reserve studies.
Link here: www.rdanorthwest.com/video-reserve-study
The below section summaries touch on the some of the more sought after sections of this study; these can be found on
the following Table of Contents page.
Summary Page - The Summary Page is a brief outline of the findings and recommendations found after the due diligence
was conducted by the Reserve Analyst. A percent funded and summary of the finding models can be found on this page.
Component List - Perhaps the most important section of the study is the Component List which is the basis for the
recommendations found within the study. It is important that this list is comprehensive and accurate so that the funding
models are helpful and accurate in their projections.
Funding Plans & Percent Funded - Following the Component List are the Funding Models, Percent Funded Calculations and
Projections. These are based on the component list developed earlier and each have a different goal in mind.
Annual Expenditures Report - Following the Funding Plans is the Annual Expenditure Report which shows the projected
replacement schedule of the components annually for the next 30 years.
Component Detail Reports - The Component Detail Report section of this study gives recommendations for each
component as well as shows the specifics of the component (e.g. – quantity, location, special considerations, etc.).
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 3
Sample Reserve Study - Museum
Summary Page
Profile
Name
Location
# of Units
Base Year / Age
Fiscal Year Ends
Sample Reserve Study - Museum
,
1
June, 1 2012
December, 31 2017
Parameters
Level of Service Level III Update Reserve Study (No Site-Visit)
Prepared for Fiscal Year 2017
Last On Site Inspection Date February, 10 2015
Allocation Increase Rate ref. Funding Model Summary
Contingency Rate
Inflation Rate
Interest Rate
Tax Rate
Funding Plan - Method
ref. Component Detail Report
3%
1%
ref. Funding Model Summary
Cash Flow – achieve 100% funded in 30 years
Summary
*Current Reserve Allocation $0 per year
*Estimated FY Start Balance $100,000
Fully Funded Balance $549,114 (ideal amount in reserve account)
Percent Funded
-------------> 18%
(Deficit) or Surplus Per Unit (-$449,114) per unit
*Supplied by Client
per year
per month
$153,250
$12,771
$95,030
$7,919
$0
$0
Recommended Funding
- Achieve 100% funded in 30 years
Baseline Funding
- Keeps account above $0 in the 30
year timeline of this study
Current Funding
- Current data supplied by Client
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 4
Sample Reserve Study - Museum
What Components Are Included?
Included Components
Reserve expenses for components are major expenses which must be budgeted for in advance in order to provide the
necessary funds in time for their occurrence. Reserve expenses are reasonably predictable both in terms of frequency and
cost. They are expenses that when incurred would have a significant impact on the smooth operation of the budgetary
process from one year to the next if they were not reserved for in advance.
A common concern when beginning this process is what components are to be included and funded for in the Reserve
Study. Nationally recognized Reserve Study Standards indicates reserve components need to meet the following criteria:
Excluded Common Area Components
Some common area components may have been left out of the study or included in the component list but “Unfunded”
and not considered in the mathematical models. These components will typically fall into one or more of the categories
listed below.
⦁
Below Threshold Costs - Component repair and/or replacement costs that are deemed too small to be considered
reserve expenses are typically included in the operational or maintenance budget have not been funded for in this
study.
⦁
Operational Expenses - These occur at least annually and can be effectively budgeted for each year. They are
characterized as being reasonably predictable both in terms of frequency and cost.
⦁
Very Long or Unpredictable Useful Life Expectancy - Components which, when properly maintained, have a very
long useful life with no predictable replacement cycle.
⦁
Unit Improvements - Improvements made to the property that fall within the Governing Documents’ unit
description summary (unit owner’s responsibility).
⦁
Other Non-Association/Organization Owned - Improvements installed on the property but which are owned by
other parties such as governmental agencies, utility companies, the US Postal Service, etc.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 5
2032
2032
2037
2021
2021
2032
2032
2032
2032
2030
2022
2030
2047
2027
2027
2047
2032
2047
2032
2047
2047
2027
2042
2047
2022
2022
2022
2022
2032
2032
2027
2027
2027
2027
2037
2032
2020
2020
2037
2037
2037
20
20
25
9
9
20
20
20
20
18
10
18
35
15
15
35
20
35
20
35
35
15
30
35
10
10
10
10
20
20
15
15
15
15
25
20
8
8
25
25
25
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
15
15
20
4
4
15
15
15
15
13
5
13
30
10
10
30
15
30
15
30
30
10
25
30
5
5
5
5
15
15
10
10
10
10
20
15
3
3
20
20
20
3
1
1
310
6,205
6,205
1
1
1
3
3
3
3
1
1
34
4
7
1
4
7
1
1
3
77
140
44
150
50
90
1
1
1
1
1
2
2
2
440
3,950
1,945
Each
Each
Each
Square Feet
Square Feet
Square Feet
Each
Each
Each
Each
Each
Each
Each
Each
Each
Linear Feet
Each
Each
Each
Each
Each
Each
Total
Each
Square Yard(s)
Square Yard(s)
Square Yard(s)
Square Yard(s)
Each
Each
Total
Total
Total
Each
Each
Each
Each
Each
Square Feet
Square Feet
Square Feet
4,635.00
3,090.00
20,600.00
6.18
2.57
6.69
51,500.00
30,900.00
13,905.00
1,184.50
360.50
1,854.00
772.50
2,575.00
2,575.00
154.50
1,545.00
772.50
824.00
1,081.50
978.50
24,205.00
6,695.00
7,725.00
66.95
66.95
92.70
66.95
87.55
154.50
2,266.00
36,050.00
15,450.00
772.50
1,030.00
772.50
1,545.00
1,545.00
5.82
5.82
5.82
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 6
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2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
2012
Un
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Re
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Us
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Ad
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Re
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A/C Units, Ceiling Mounted (Mitsubishi) - R..
A/C Units, Floor Mounted (Mitsubishi) - Re..
Accessibility Li
Acous c Tile Suspended Ceiling - 5% Repair..
Acous c Tile Suspended Ceiling - Refinish
Acous c Tile Suspended Ceiling - Replace
Air Handling Unit (11,230 CFM) - AHU #3
Air Handling Unit (5,175 CFM) - AHU #2
Air Handling Unit (800 CFM) - AHU #1
Appliances - Dishwashers
Appliances - Microwaves
Appliances - Refrigerators
Appliances - Sinks
Backflow Device for Mechanical
Backflow for Fire System
Bathroom Countertops
Bathroom Par ons
Bathroom Sinks
Bathroom Urinal Par on
Bathroom Urinals
Bathroom Water Closets
Boiler, Electric (563 MBH) - EB #1
Cabinets
Cabinets & Countertops - Refurbish
Carpet Flooring - Auditorium
Carpet Flooring - Lower Level
Carpet Flooring - Sherry Grover Gallery
Carpet Flooring - Upper Level
Chairs - Stackable Classroom
Chairs - Stackable Fabric Covered
Chemical Feeder
Cinema Projec on System
Cinema Sound System - Retrofit
Classroom Projector
Classroom Projector Screen
Compressors 2hp, 29 Gallon
Computer Equipment
Computer Equipment
Concrete Flooring Refinish - Auditorium
Concrete Flooring Refinish - Lower Level
Concrete Flooring Refinish - Main Level
Un
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Sample Reserve Study - Museum
The Component List
13,905
3,090
20,600
1,916
15,978
41,542
51,500
30,900
13,905
3,553
1,081
5,562
2,317
2,575
2,575
5,253
6,180
5,407
824
4,326
6,849
24,205
6,695
23,175
5,155
9,373
4,079
10,042
4,377
13,905
2,266
36,050
15,450
772
1,030
1,545
3,090
3,090
2,561
22,987
11,319
Cu
r
Co rent
st
2012
2037
2012
2037
2012
2042
2012
2042
2012
2022
2012
2042
2012
2042
2012
2042
2012
2042
2012
2022
2012
2024
2012
2036
2012
2030
Unfunded
2012
2042
2012
2042
2012
2042
2012
2032
2012
2042
2012
2017
2012
2027
2012
2027
2012
2027
2012
2032
2012
2032
Unfunded
2012
2037
2012
2037
2012
2032
2012
2032
2012
2032
2012
2037
2012
2032
2012
2032
2012
2052
2012
2032
2012
2032
2012
2052
2012
2017
2012
2022
Un
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Curtains
Curtains Power Control and Track System
Dampers, Fire /Smoke
Dampers, Motorized Control
Day Lounger
Desk
Display Pedestal Cabinets
Display Tables
Downspouts
Drinking Fountain
Duel Sump Pump
Duel Sump Pump Controls
Elevator Cab Refurbish & Door Package
Elevator System - Maintenance/Repairs
Elevator System - Modernize/Upgrade
Exhibit Display Cabinet
Exhibit Display Pedestal
Expansion Tanks
Exterior Metal Doors
Exterior Surfaces - Pressure Wash
Fans, Exhaust (300 CFM) - EF #1-2
Fans, Exhaust (340 CFM) - EF #2-1
Fans, Exhaust (380 CFM) - EF #L-1
Fans, Exhaust (850 CFM) - EF #1-1
Fans, Scavenger (2,000 CFM) - #SF-L-1
Fire System - Tes ng & Minor Repairs
Fire System Panel - Upgrade/Modernize
Fire System Sprinkler Heads - Replace
Fluid Cooler, Closed Loop
Furnishings - Business Office
Furnishings - Marke ng Office
Generator - 14 KW
Glass Storefront Entry Door Auto Openers
Glass Storefront Entry Doors
Greenscreen Metal Vine Wall
Gypsum Board Suspended Ceiling - 5% Rep..
Gypsum Board Suspended Ceiling - Refinish
Gypsum Board Suspended Ceiling - Replace
Hardwood Flooring Refinish - Grand Stairca..
Hardwood Flooring Refinish - Main & Uppe..
Un
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Sample Reserve Study - Museum
The Component List
25
25
30
30
10
30
30
30
30
10
12
24
18
0
0
0
0
0
0
0
0
0
0
0
0
0
20
20
25
25
5
25
25
25
25
5
7
19
13
928
1
9
9
1
1
11
3
120
3
2
1
1
Square Feet
Total
Each
Each
Each
Total
Each
Each
Linear Feet
Each
Each
Each
Each
8.24
7,828.00
515.00
875.50
1,545.00
10,300.00
2,575.00
515.00
15.45
1,442.00
1,545.00
2,060.00
20,600.00
7,647
7,828
4,635
7,879
1,545
10,300
28,325
1,545
1,854
4,326
3,090
2,060
20,600
30
30
30
20
30
3
15
15
15
20
20
0
0
0
0
0
0
0
0
0
0
0
25
25
25
15
25
0
10
10
10
15
15
1
11
21
3
4
11,200
1
1
1
1
1
Each
Each
Each
Each
Each
Square Feet
Each
Each
Each
Each
Each
77,250.00
2,575.00
566.50
3,090.00
1,236.00
0.51
772.50
772.50
772.50
1,236.00
4,944.00
77,250
28,325
11,896
9,270
4,944
5,768
772
772
772
1,236
4,944
25
25
20
20
20
25
20
20
40
20
20
40
5
10
0
0
0
0
0
0
0
0
0
0
0
0
0
0
20
20
15
15
15
20
15
15
35
15
15
35
0
5
1
173
1
1
1
1
2
5
390
350
7,005
7,005
180
6,495
Each
Each
Each
Total
Total
Each
Each
Each
Square Feet
Square Feet
Square Feet
Square Feet
Square Feet
Square Feet
6,180.00
103.00
30,900.00
3,090.00
5,665.00
15,450.00
2,575.00
3,605.00
20.60
5.66
2.06
6.18
6.69
6.69
6,180
17,819
30,900
3,090
5,665
15,450
5,150
18,025
8,034
1,983
14,430
43,291
1,205
43,484
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 7
Cu
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st
2012
2022
2012
2052
2012
2052
2012
2052
2012
2032
2012
2032
2012
2027
2012
2027
2012
2052
Unfunded
2012
2020
2012
2024
2012
2037
2012
2037
2012
2037
2012
2037
2012
2037
2012
2037
2012
2052
2012
2032
2012
2032
2012
2052
2012
2020
2012
2032
Unfunded
2012
2022
2012
2037
2012
2024
2012
2036
2012
2024
2012
2024
2012
2032
2012
2042
2012
2042
2012
2042
2012
2042
2012
2027
2012
2037
2012
2024
2012
2024
Un
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Co t
st
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Hardwood Flooring Refinish - Stage
Hardwood Flooring Replace - Grand Stairca..
Hardwood Flooring Replace - Main & Uppe..
Hardwood Flooring Replace - Stage
Heat Pumps - 3.5 Ton Geothermal Water t..
Heat Pumps - Main and Upper Level HVAC
Humidifier - HUM #1
Humidifier - HUM #2
Interior Doors
Interior Surfaces
Kaleidescape Server
Keri Systems - Key Fob System Upgrades
Ligh ng - Cove Light Fixtures
Ligh ng - Exhibit Track Fixtures
Ligh ng - Pendant Linear Fluorescent Fixtu..
Ligh ng - Recessed 2' x 2' Fixtures (Lower L..
Ligh ng - Recessed Mul lamp Fixtures
Ligh ng - Recessed/Pendant Single Fixtures
Louver Sun Shade System - Replace
Louver Sun Shades - Paint (both sides)
Metal Siding - Refinish
Metal Siding - Replace
Office - Computer Equipment
Par on Walls
Piping - Geothermal
Pocket Doors
Projec on Screen with Power Li
Pump, Circula on - Geothermal
Pump, Circula on Controls - Geothermal
Pump, In-Line Water Pump
Pump, In-Line Water Pump
Recessed Fixtures
Roof Deck - Guard Rail
Roof Deck - Paver System
Roof Hatch
Roo op Garden - Membrane
Roo op Garden - Renovate
Sea ng - Theatre Style
Security - Cameras Replace
Security - DVR Unit Moderniza on/Upgrade
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Sample Reserve Study - Museum
The Component List
10
40
40
40
20
20
15
15
40
0
0
0
0
0
0
0
0
0
5
35
35
35
15
15
10
10
35
263
180
6,495
263
3
4
1
2
31
Square Feet
Square Feet
Square Feet
Square Feet
Each
Each
Each
Each
Each
6.69
128.75
20.60
20.60
12,360.00
10,300.00
3,605.00
3,605.00
824.00
1,761
23,175
133,797
5,418
37,080
41,200
3,605
7,210
25,544
8
12
25
25
25
25
25
25
40
20
20
40
8
20
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3
7
20
20
20
20
20
20
35
15
15
35
3
15
1
1
10
171
82
8
36
90
1,870
3,740
1,024
1,024
5
7
Each
Total
Each
Each
Each
Each
Each
Each
Square Feet
Square Feet
Square Feet
Square Feet
Each
Each
6,180.00
6,180.00
257.50
154.50
257.50
257.50
463.50
154.50
36.05
3.60
3.60
12.36
1,545.00
1,545.00
6,180
6,180
2,575
26,419
21,115
2,060
16,686
13,905
67,413
13,483
3,692
12,657
7,725
10,815
10
25
12
24
12
12
20
30
30
30
30
15
25
12
12
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
5
20
7
19
7
7
15
25
25
25
25
10
20
7
7
2
180
1
1
1
1
22
43
170
1
650
650
58
19
1
Each
Square Feet
Each
Each
Each
Each
Each
Linear Feet
Square Feet
Each
Square Feet
Square Feet
Each
Each
Total
1,545.00
20.60
10,815.00
2,060.00
4,120.00
4,120.00
206.00
128.75
15.45
1,854.00
12.36
30.90
412.00
1,287.50
4,120.00
3,090
3,708
10,815
2,060
4,120
4,120
4,532
5,536
2,626
1,854
8,034
20,085
23,896
24,462
4,120
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 8
30
30
10
30
30
30
30
15
15
20
20
30
20
40
20
40
20
40
40
40
22
22
22
22
22
22
22
22
22
22
22
20
20
20
25
25
15
20
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
25
25
5
25
25
25
25
10
10
15
15
25
15
35
15
35
15
35
35
35
17
17
17
17
17
17
17
17
17
17
17
15
15
15
20
20
10
15
67
15
1
7,560
144
2
30
60
1
6
700
3
926
926
3,003
3,003
30
2,965
260
260
1
1
1
1
1
1
1
1
1
1
1
1
2
1
60
105
1
1
Linear Feet
Linear Feet
Each
Square Feet
Square Feet
Each
Each
Each
Total
Each
Square Feet
Each
Square Feet
Square Feet
Square Feet
Square Feet
Each
Square Feet
Square Feet
Square Feet
Each
Each
Each
Each
Each
Each
Each
Each
Each
Each
Each
Each
Each
Each
Square Feet
Square Yard(s)
Each
Each
463.50
463.50
1,030.00
10.30
123.60
515.00
566.50
978.50
3,090.00
103.00
9.27
875.50
30.90
51.50
41.20
113.30
206.00
18.54
25.75
25.75
3,090.00
3,090.00
3,090.00
3,605.00
1,545.00
4,120.00
4,635.00
2,060.00
2,060.00
2,060.00
2,060.00
3,605.00
2,575.00
5,665.00
14.42
123.60
6,180.00
2,060.00
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 9
Cu
r
Co rent
st
Unfunded
2012
2042
2012
2042
2012
2022
2012
2042
2012
2042
2012
2042
2012
2042
2012
2027
2012
2027
2012
2032
2012
2032
2012
2042
2012
2032
2012
2052
2012
2032
2012
2052
2012
2032
2012
2052
2012
2052
2012
2052
2012
2034
2012
2034
2012
2034
2012
2034
2012
2034
2012
2034
2012
2034
2012
2034
2012
2034
2012
2034
2012
2034
2012
2032
2012
2032
2012
2032
2012
2037
2012
2037
2012
2027
2012
2032
Unfunded
Un
i
Co t
st
INVALID_CATGROUP con nued...
Sewer Mains
Sherry Grover - Display Cabinets
Sherry Grover - Display Table Case
Sherry Grover - TV
Single Ply Membrane (PVC) - Replace
Skylights
Small Tables
Solar Panel Moun ng Brackets
Solar Panels - Replace
Solar Panels Controller - Replace
Stanchions
Stone Veneer - 50% Repair Con ngency
Storage Cabinets
Storefront Type (Exterior) - Repair
Storefront Type (Exterior) - Replace
Structural Glazing Systems - Repair
Structural Glazing Systems - Replace
Tables - Folding
Tigerwood Rainscreen Siding - Replace
Tile Flooring - Main Level Bathrooms
Tile Flooring - Upper Level Bathrooms
Variable Air Volume Terminal (1,240 CFM) ..
Variable Air Volume Terminal (1,425 CFM) ..
Variable Air Volume Terminal (1,475 CFM) ..
Variable Air Volume Terminal (1,610 CFM) ..
Variable Air Volume Terminal (195 CFM) - ..
Variable Air Volume Terminal (2,100 CFM) ..
Variable Air Volume Terminal (2,180 CFM) ..
Variable Air Volume Terminal (425 CFM) - ..
Variable Air Volume Terminal (485 CFM) - ..
Variable Air Volume Terminal (550 CFM) - ..
Variable Air Volume Terminal (660 CFM) - ..
Variable Frequency Drive (10 HP) - VFD #2
Variable Frequency Drive (2 HP) - VFD #1
Variable Frequency Drive (20 HP) - VFD #3
Vinyl Flooring - Upper Level Bathroom
Vinyl/Lino Flooring - Classroom Upper Level
Water Heater
Water Heater Circula on Pump 1/6 hp
Water Mains
Un
its
Descrip on
Da
t
Se e i n
rvi
ce
Re
p
Ye lace
ar me
nt
Us
efu
l
Ad
jus
tm
e
Re
ma nt
ini
ng
Sample Reserve Study - Museum
The Component List
31,054
6,952
1,030
77,868
17,798
1,030
16,995
58,710
3,090
618
6,489
2,626
28,613
47,689
123,724
340,240
6,180
54,971
6,695
6,695
3,090
3,090
3,090
3,605
1,545
4,120
4,635
2,060
2,060
2,060
2,060
3,605
5,150
5,665
865
12,978
6,180
2,060
INVALID_CATGROUP con nued...
Water Storage Tank
Window Interior Sun Shades - Replace
Wood Benches
Wood Siding & Overhang - Refinish
Wood Table Sets
INVALID_CATGROUP - Total
30
18
30
3
30
0
0
0
0
0
25
13
25
0
25
1
8
2
2,965
2
Each
Each
Each
Square Feet
Each
Cu
r
Co rent
st
2042
2030
2042
2017
2042
Un
i
Co t
st
2012
2012
2012
2012
2012
Un
its
Re
p
Ye lace
ar me
nt
Us
efu
l
Ad
jus
tm
e
Re
ma nt
ini
ng
Descrip on
Da
t
Se e i n
rvi
ce
Sample Reserve Study - Museum
The Component List
9,785.00
4,120.00
824.00
3.60
2,575.00
Total Asset Summary
9,785
32,960
1,648
10,689
5,150
$81,209,763
$2,483,272
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 10
Sample Reserve Study - Museum
Current Cost by Category Chart
The above chart illustrates the current cost breakdown percentage of the Component Categories in this reserve
study. Special attention should be given to those component categories which take up a bulk of the % of the
current cost as these may require significant planning to adequately budget for their replacement. These large
expenses may be well into the future during "Peak Year" cycles. Refer to the Cash Flow Projections and the
Annual Expenditure Report for the projected timeline of expected expenditures.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 11
Sample Reserve Study - Museum
How Much To Reserve?
There is no right or wrong answer to “How Much Should We Reserve? as the reserve contributions in all the funding
models in this study are based on different funding goals. Each Client has different risk tolerances and challenges in
enacting whatever funding plan is most appropriate to them. This being said any funding model that projects the reserve
account balance to dip into a deficit would not, in our opinion, be appropriate or fiscally responsible as future special
assessments, loans or deferred maintains are typically the outcome of any funding model that projects a deficit in the
reserve account.
Below are some of the more common funding models utilized:
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 12
Sample Reserve Study - Museum
About Percent Funded
Percent funded is a calculation of how much is in the reserve account versus an ideal amount known as the
Fully Funded Balance. The different ranges in levels of funding are explained below.
71 - 100 % Funded - Good
At this level, the the reserve balance is considered to be at a good level of funding. The risk for reliance on
special assessments, loans and deferred maintenance is minimized. While the goal is to reach and remain at the
100% funded mark the actual funding level will likely fluctuate above and below 100% due to changing
component expenses in any given period of time covered in this reserve study.
31 – 70 % Funded - Fair
A fairly funded reserve account is typically one on the right path to becoming fully funded but one that can also
run into trouble if large expenses arise such as unexpected component failures or rapidly rising costs,
specifically in years when large expenditures come to fruition. Additionally it is important that the Client is
vigilant with their goal to reach a higher percent funded level as there is often pressure to reduce the reserve
allocation rate or utilize money elsewhere as the reserve account balance grows to a level which is perceived to
be large. Boards often have difficulties in continuing with the longer term goals in years of economic downturn
when when there is greater difficulty in continuing to allocation to the reserve account with regular annual
increases to offset inflationary factors.
0 – 30 % Funded – Low
A low funding level often forces an Association/Organization to rely on special assessments and/or loans. With
insufficient funds the Client may not be able to meet predictable component project expenditures. At this level
of funding many Clients choose to defer component projects which results in condition deficiencies and over
time will cause significant deferred maintenance issues which in turn hurt property values and aestetic appeal
of the property. Note that Associations/Organizations can often stay within a poor funding range for many years
before any apparent negative impact. The reality of the financial position of the Association/Organization will
often become apparent in "peak" expense years when one or several large expense component projects occur
(e.g. roofing, asphalt, siding, windows) which will require special assessments to be implemented or loans
secured.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 13
Sample Reserve Study - Museum
Percent Funded Chart
The chart above compares three funding models (Recommended Funding Model, Baseline Funding Model and
the Current Funding Model) by the percentage funded, annually over the 30 year timeframe of this reserve
study. Note that the Recommended Funding Plan increases the Client's reserve account Percent Funded Level
to 100% funding within the timeframe of this study. Once this 100% funded level is reached it is a good
indicator that the Client is on track to meet its future obligations with minimal risk of reliance on loans/special
assessments.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 14
Sample Reserve Study - Museum
Reserve Acct. Balance Chart
The chart above compares the annual year end balance of the funding models (Recommended, Baseline &
Current Funding Models) over the 30 years covered in this reserve study. Note than even though balances
cannot realistically be in the negative territory these have been shown as a visual for the level of deficiency.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 15
Sample Reserve Study - Museum
Recommended Funding - Summary
Report Parameters
Report Date
Account Number
Version
Budget Year Beginning
Budget Year Ending
January 01, 2020
Museum
Sample
January 01, 2017
December 31, 2017
Total Units
Infla on
Annual Assessment Increase
Interest Rate on Reserve Deposit
Tax Rate Included in Interest Rate
1
2017 Beginning Balance
3.00%
3.00%
0.70%
$100,000
We have developed a funding plan which will help steer the reserve account into a high funded range
over a period of 30 years. This funding model is very realistic and helps to guide the reserve account out
of the current poor/fair funding range in a relatively short period of time. This Recommended Funding
Model requires the Client to allocate the recommended allocation amount into the reserve account with
annual increases over the 30 years covered in this study. In the following pages you will find the
recommended allocation rates to the reserve account, annual projected expenditures and the percent
funded of the reserve account if following this Recommended Funding Model.
This Recommended Funding Plan Takes into Account 4 Basic Principles:
1. There are adequate reserves when needed.
2. The budget should remain stable but increasing to offset inflationary factors.
3. The costs are fairly distributed over time.
4. The funding plan must allow the Client to be fiscally responsible.
30 Year Full Funding Model Summary of Calcula ons
Required Month Contribu on
Average Net Month Interest Earned
Total Month Alloca on to Reserves
$12,770.83
$96.71
$12,867.54
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 16
Sample Reserve Study - Museum
Recommended Funding - Projec ons
Beginning Balance: $100,000
Year
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
Current
Cost
2,483,272
2,557,770
2,634,503
2,713,538
2,794,944
2,878,792
2,965,156
3,054,111
3,145,734
3,240,106
3,337,309
3,437,429
3,540,551
3,646,768
3,756,171
3,868,856
3,984,922
4,104,469
4,227,603
4,354,432
4,485,064
4,619,616
4,758,205
4,900,951
5,047,980
5,199,419
5,355,401
5,516,063
5,681,545
5,851,992
Annual
Contribu on
153,250
157,847
162,583
167,460
172,484
177,659
182,989
188,478
194,133
199,956
205,955
212,134
218,498
225,053
231,804
238,759
245,921
253,299
260,898
268,725
276,787
285,090
293,643
302,452
311,526
320,871
330,498
340,413
350,625
361,144
Annual
Annual
Interest Expenditures
1,161
2,262
3,405
4,308
5,392
5,960
7,131
7,996
9,397
10,698
10,442
11,790
13,221
14,043
15,747
10,161
11,936
13,411
15,116
16,085
15,086
16,953
18,865
21,093
23,165
16,084
18,487
20,405
22,978
25,641
17,662
39,930
20,139
99,897
19,650
69,989
21,472
250,366
27,802
23,463
118,319
1,046,800
51,924
28,017
142,231
431,359
30,615
34,286
33,453
1,348,122
81,170
Projected
Ending
Reserves
236,749
396,858
562,846
694,685
852,422
936,144
1,106,613
1,233,098
1,436,628
1,625,810
1,591,840
1,787,961
1,996,217
2,116,994
2,364,546
1,566,665
1,824,523
2,039,308
2,287,305
2,429,884
2,290,398
2,561,826
2,840,048
3,163,593
3,464,831
2,453,665
2,802,649
3,082,297
3,455,899
3,842,684
Fully
Funded Percent
Reserves Funded
662,774
801,496
947,945
1,061,331
1,202,286
1,269,215
1,424,819
1,537,374
1,729,652
1,909,967
1,864,446
2,051,453
2,253,330
2,368,498
2,614,072
1,794,045
2,033,013
2,231,223
2,465,726
2,595,514
2,437,465
2,693,692
2,960,264
3,276,779
3,575,165
2,535,429
2,860,314
3,118,806
3,476,346
3,852,531
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 17
36%
50%
59%
65%
71%
74%
78%
80%
83%
85%
85%
87%
89%
89%
90%
87%
90%
91%
93%
94%
94%
95%
96%
97%
97%
97%
98%
99%
99%
100%
Sample Reserve Study - Museum
Baseline Funding - Summary
Report Parameters
Report Date
Account Number
Version
Budget Year Beginning
Budget Year Ending
January 01, 2020
Museum
Sample
January 01, 2017
December 31, 2017
Total Units
Infla on
Annual Assessment Increase
Interest Rate on Reserve Deposit
Tax Rate Included in Interest Rate
1
2017 Beginning Balance
3.00%
3.00%
0.70%
$100,000
The Baseline Funding Model is considered a bare minimum approach which has a goal of only keeping
the reserve account balance above $0 and long term does not result in a good funding range (above
70%) for much of the time period over the 30 years covered in this reserve study. We do not suggest
following this funding method due to the higher risk of the reserve account reaching a $0 balance
specifically in years when there are large expenses or due to components failing earlier than projected.
Baseline Threshold Funding Model Summary of Calcula ons
Required Month Contribu on
Average Net Month Interest Earned
Total Month Alloca on to Reserves
$7,919.13
$78.28
$7,997.41
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 18
Sample Reserve Study - Museum
Baseline Funding - Projec ons
Beginning Balance: $100,000
Year
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
Current
Cost
2,483,272
2,557,770
2,634,503
2,713,538
2,794,944
2,878,792
2,965,156
3,054,111
3,145,734
3,240,106
3,337,309
3,437,429
3,540,551
3,646,768
3,756,171
3,868,856
3,984,922
4,104,469
4,227,603
4,354,432
4,485,064
4,619,616
4,758,205
4,900,951
5,047,980
5,199,419
5,355,401
5,516,063
5,681,545
5,851,992
Annual
Contribu on
95,030
97,880
100,817
103,841
106,957
110,165
113,470
116,874
120,381
123,992
127,712
131,543
135,489
139,554
143,741
148,053
152,495
157,069
161,782
166,635
171,634
176,783
182,087
187,549
193,176
198,971
204,940
211,088
217,421
223,943
Annual
Annual
Interest Expenditures
939
1,624
2,334
2,789
3,409
3,494
4,167
4,515
5,380
6,127
5,296
6,050
6,866
7,050
8,096
1,827
2,897
3,641
4,590
4,778
2,972
4,003
5,052
6,387
7,535
17,662
39,930
20,139
99,897
19,650
69,989
21,472
250,366
27,802
23,463
118,319
1,046,800
51,924
28,017
142,231
431,359
30,615
34,286
33,453
1,348,122
919
1,818
3,337
4,912
81,170
Projected
Ending
Reserves
178,307
277,812
380,962
447,663
537,889
551,652
649,639
701,039
826,800
935,446
818,088
927,879
1,046,771
1,075,057
1,226,893
329,974
485,365
594,151
732,506
761,688
504,935
655,106
807,958
1,001,894
1,169,151
20,000
225,859
357,596
578,354
807,210
Fully
Funded Percent
Reserves Funded
662,774
801,496
947,945
1,061,331
1,202,286
1,269,215
1,424,819
1,537,374
1,729,652
1,909,967
1,864,446
2,051,453
2,253,330
2,368,498
2,614,072
1,794,045
2,033,013
2,231,223
2,465,726
2,595,514
2,437,465
2,693,692
2,960,264
3,276,779
3,575,165
2,535,429
2,860,314
3,118,806
3,476,346
3,852,531
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 19
27%
35%
40%
42%
45%
43%
46%
46%
48%
49%
44%
45%
46%
45%
47%
18%
24%
27%
30%
29%
21%
24%
27%
31%
33%
1%
8%
11%
17%
21%
Sample Reserve Study - Museum
Current Funding - Summary
Report Parameters
Report Date
Account Number
Version
Budget Year Beginning
Budget Year Ending
January 01, 2020
Museum
Sample
January 01, 2017
December 31, 2017
Total Units
Infla on
Annual Assessment Increase
Interest Rate on Reserve Deposit
Tax Rate Included in Interest Rate
1
2017 Beginning Balance
3.00%
3.00%
0.70%
$100,000
The Current Funding Model does not adequately fund the reserve account within the timeframe of this
reserve study. This funding model assumes a 3% increase to the Current reserve allocation rate annually
which still does not meet the projected obligations over the 30 years of this study. Continuing with this
funding model will likely lead to a high risk for reliance on special assessments, loans and/or deferred
maintenance. Note that while reserve account balance and percent funded could not realistically be in a
negative territory it has been reported this way as a visual representation of the amount that the
reserve account is projected to be in shortfall.
Current Assessment Funding Model Summary of Calcula ons
No Required Month Contribu on
Average Net Month Interest Earned
Total Month Alloca on to Reserves
$48.18
$48.18
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 20
Sample Reserve Study - Museum
Current Funding - Projec ons
Beginning Balance: $100,000
Year
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
Current
Cost
2,483,272
2,557,770
2,634,503
2,713,538
2,794,944
2,878,792
2,965,156
3,054,111
3,145,734
3,240,106
3,337,309
3,437,429
3,540,551
3,646,768
3,756,171
3,868,856
3,984,922
4,104,469
4,227,603
4,354,432
4,485,064
4,619,616
4,758,205
4,900,951
5,047,980
5,199,419
5,355,401
5,516,063
5,681,545
5,851,992
Annual
Contribu on
Annual
Annual
Interest Expenditures
578
582
586
310
171
17,662
39,930
20,139
99,897
19,650
69,989
21,472
250,366
27,802
23,463
118,319
1,046,800
51,924
28,017
142,231
431,359
30,615
34,286
33,453
1,348,122
81,170
Projected
Ending
Reserves
82,916
83,499
84,085
44,465
24,496
-75,401
-95,051
-165,040
-165,040
-186,512
-436,879
-464,681
-488,145
-606,463
-606,463
-1,653,263
-1,653,263
-1,705,187
-1,733,204
-1,875,435
-2,306,794
-2,337,409
-2,371,695
-2,371,695
-2,405,148
-3,753,270
-3,753,270
-3,834,440
-3,834,440
-3,834,440
Fully
Funded Percent
Reserves Funded
662,774
801,496
947,945
1,061,331
1,202,286
1,269,215
1,424,819
1,537,374
1,729,652
1,909,967
1,864,446
2,051,453
2,253,330
2,368,498
2,614,072
1,794,045
2,033,013
2,231,223
2,465,726
2,595,514
2,437,465
2,693,692
2,960,264
3,276,779
3,575,165
2,535,429
2,860,314
3,118,806
3,476,346
3,852,531
13%
10%
9%
4%
2%
-6%
-7%
-11%
-10%
-10%
-23%
-23%
-22%
-26%
-23%
-92%
-81%
-76%
-70%
-72%
-95%
-87%
-80%
-72%
-67%
-148%
-131%
-123%
-110%
-100%
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 21
Sample Reserve Study - Museum
Reserve Account Expenditures Chart
The above chart provides a visual of the reserve account projected expenditures over the 30
years covered in this study. We suggest making a note of large expenditure years (peak years) when there will
be significant projected expenditures related to one or more costly component that will require
repair/replacement. These large but infrequent component expenses during “peak” years are typically the most
difficult to budget for as they are often overlooked or ignored due to the perception that the expenses are far
in the future and there will be time to budget for them at a later date.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 22
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2017
Exterior Surfaces - Pressure Wash
Hardwood Flooring Refinish - Grand Staircase
Wood Siding & Overhang - Refinish
Total for 2017
5,768
1,205
10,689
$17,662
No Replacement in 2018
No Replacement in 2019
Replacement Year 2020
Computer Equipment
Computer Equipment
Exterior Surfaces - Pressure Wash
Kaleidescape Server
Office - Computer Equipment
Wood Siding & Overhang - Refinish
3,377
3,377
6,303
6,753
8,441
11,680
Total for 2020
$39,930
Replacement Year 2021
Acous c Tile Suspended Ceiling - 5% Repair Con ngency
Acous c Tile Suspended Ceiling - Refinish
Total for 2021
2,156
17,983
$20,139
Replacement Year 2022
Appliances - Microwaves
Carpet Flooring - Auditorium
Carpet Flooring - Lower Level
Carpet Flooring - Sherry Grover Gallery
Carpet Flooring - Upper Level
Day Lounger
Drinking Fountain
Hardwood Flooring Refinish - Grand Staircase
1,254
5,976
10,866
4,728
11,642
1,791
5,015
1,397
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 23
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2022 con nued...
Hardwood Flooring Refinish - Main & Upper Level
Hardwood Flooring Refinish - Stage
Pocket Doors
Sherry Grover - TV
Total for 2022
50,410
2,041
3,582
1,194
$99,897
Replacement Year 2023
Exterior Surfaces - Pressure Wash
Wood Siding & Overhang - Refinish
6,887
12,763
Total for 2023
$19,650
Replacement Year 2024
Duel Sump Pump
Keri Systems - Key Fob System Upgrades
Pump, Circula on - Geothermal
Pump, In-Line Water Pump
Pump, In-Line Water Pump
Security - Cameras Replace
Security - DVR Unit Moderniza on/Upgrade
Total for 2024
3,800
7,601
13,301
5,067
5,067
30,086
5,067
$69,989
No Replacement in 2025
Replacement Year 2026
Exterior Surfaces - Pressure Wash
Wood Siding & Overhang - Refinish
7,526
13,946
Total for 2026
$21,472
Replacement Year 2027
Backflow Device for Mechanical
Backflow for Fire System
3,461
3,461
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 24
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2027 con nued...
Boiler, Electric (563 MBH) - EB #1
Chemical Feeder
Cinema Projec on System
Cinema Sound System - Retrofit
Classroom Projector
Fans, Exhaust (300 CFM) - EF #1-2
Fans, Exhaust (340 CFM) - EF #2-1
Fans, Exhaust (380 CFM) - EF #L-1
Hardwood Flooring Refinish - Grand Staircase
Humidifier - HUM #1
Humidifier - HUM #2
Roo op Garden - Renovate
Solar Panels - Replace
Solar Panels Controller - Replace
Water Heater
Total for 2027
32,529
3,045
48,448
20,764
1,038
1,038
1,038
1,038
1,620
4,845
9,690
26,993
78,901
4,153
8,305
$250,366
Replacement Year 2028
Computer Equipment
Computer Equipment
Kaleidescape Server
Office - Computer Equipment
4,277
4,277
8,555
10,693
Total for 2028
$27,802
Replacement Year 2029
Exterior Surfaces - Pressure Wash
Wood Siding & Overhang - Refinish
8,224
15,240
Total for 2029
$23,463
Replacement Year 2030
Acous c Tile Suspended Ceiling - 5% Repair Con ngency
2,813
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 25
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2030 con nued...
Acous c Tile Suspended Ceiling - Refinish
Appliances - Dishwashers
Appliances - Refrigerators
Elevator Cab Refurbish & Door Package
Window Interior Sun Shades - Replace
23,464
5,218
8,168
30,252
48,403
Total for 2030
$118,319
No Replacement in 2031
Replacement Year 2032
A/C Units, Ceiling Mounted (Mitsubishi) - Replace
A/C Units, Floor Mounted (Mitsubishi) - Replace
Acous c Tile Suspended Ceiling - Replace
Air Handling Unit (11,230 CFM) - AHU #3
Air Handling Unit (5,175 CFM) - AHU #2
Air Handling Unit (800 CFM) - AHU #1
Appliances - Microwaves
Bathroom Par ons
Bathroom Urinal Par on
Carpet Flooring - Auditorium
Carpet Flooring - Lower Level
Carpet Flooring - Sherry Grover Gallery
Carpet Flooring - Upper Level
Chairs - Stackable Classroom
Chairs - Stackable Fabric Covered
Compressors 2hp, 29 Gallon
Day Lounger
Drinking Fountain
Expansion Tanks
Exterior Surfaces - Pressure Wash
Fans, Exhaust (850 CFM) - EF #1-1
Fans, Scavenger (2,000 CFM) - #SF-L-1
21,664
4,814
64,722
80,235
48,141
21,664
1,685
9,628
1,284
8,032
14,603
6,355
15,646
6,820
21,664
2,407
2,407
6,740
14,442
8,986
1,926
7,703
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 26
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2032 con nued...
Fluid Cooler, Closed Loop
Furnishings - Business Office
Furnishings - Marke ng Office
Glass Storefront Entry Door Auto Openers
Glass Storefront Entry Doors
Gypsum Board Suspended Ceiling - 5% Repair Con ngency
Gypsum Board Suspended Ceiling - Refinish
Hardwood Flooring Refinish - Grand Staircase
Hardwood Flooring Refinish - Main & Upper Level
Hardwood Flooring Refinish - Stage
Heat Pumps - 3.5 Ton Geothermal Water to Air
Heat Pumps - Main and Upper Level HVAC
Louver Sun Shades - Paint (both sides)
Metal Siding - Refinish
Par on Walls
Pocket Doors
Recessed Fixtures
Sherry Grover - TV
Stanchions
Stone Veneer - 50% Repair Con ngency
Storefront Type (Exterior) - Repair
Structural Glazing Systems - Repair
Tables - Folding
Variable Frequency Drive (10 HP) - VFD #2
Variable Frequency Drive (2 HP) - VFD #1
Variable Frequency Drive (20 HP) - VFD #3
Water Heater Circula on Pump 1/6 hp
Wood Siding & Overhang - Refinish
Total for 2032
48,141
4,814
8,826
8,024
28,082
3,089
22,482
1,878
67,747
2,743
57,769
64,188
21,006
5,751
16,849
4,814
7,061
1,605
963
10,110
44,579
192,757
9,628
5,616
8,024
8,826
3,209
16,653
$1,046,800
No Replacement in 2033
Replacement Year 2034
Variable Air Volume Terminal (1,240 CFM) - VAV #2-1
5,107
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 27
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2034 con nued...
Variable Air Volume Terminal (1,425 CFM) - VAV #2-3
Variable Air Volume Terminal (1,475 CFM) - VAV #1-1
Variable Air Volume Terminal (1,610 CFM) - VAV #1-6
Variable Air Volume Terminal (195 CFM) - VAV #L-1
Variable Air Volume Terminal (2,100 CFM) - VAV #1-2
Variable Air Volume Terminal (2,180 CFM) - VAV #1-5
Variable Air Volume Terminal (425 CFM) - VAV #L-2
Variable Air Volume Terminal (485 CFM) - VAV #2-2
Variable Air Volume Terminal (550 CFM) - VAV #1-4
Variable Air Volume Terminal (660 CFM) - VAV #1-7
Total for 2034
5,107
5,107
5,959
2,554
6,810
7,661
3,405
3,405
3,405
3,405
$51,924
Replacement Year 2035
Exterior Surfaces - Pressure Wash
Wood Siding & Overhang - Refinish
9,820
18,197
Total for 2035
$28,017
Replacement Year 2036
Computer Equipment
Computer Equipment
Duel Sump Pump
Duel Sump Pump Controls
Kaleidescape Server
Keri Systems - Key Fob System Upgrades
Office - Computer Equipment
Pump, Circula on - Geothermal
Pump, Circula on Controls - Geothermal
Pump, In-Line Water Pump
Pump, In-Line Water Pump
Security - Cameras Replace
Security - DVR Unit Moderniza on/Upgrade
Total for 2036
5,418
5,418
5,418
3,612
10,837
10,837
13,546
18,964
3,612
7,224
7,224
42,895
7,224
$142,231
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 28
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2037
Accessibility Li
Classroom Projector Screen
Concrete Flooring Refinish - Auditorium
Concrete Flooring Refinish - Lower Level
Concrete Flooring Refinish - Main Level
Curtains
Curtains Power Control and Track System
Fire System Panel - Upgrade/Modernize
Fire System Sprinkler Heads - Replace
Generator - 14 KW
Hardwood Flooring Refinish - Grand Staircase
Ligh ng - Cove Light Fixtures
Ligh ng - Exhibit Track Fixtures
Ligh ng - Pendant Linear Fluorescent Fixtures
Ligh ng - Recessed 2' x 2' Fixtures (Lower Level)
Ligh ng - Recessed Mul lamp Fixtures
Ligh ng - Recessed/Pendant Single Fixtures
Projec on Screen with Power Li
Sea ng - Theatre Style
Vinyl Flooring - Upper Level Bathroom
Vinyl/Lino Flooring - Classroom Upper Level
Total for 2037
37,206
1,860
4,625
41,517
20,443
13,811
14,138
11,162
32,183
27,904
2,177
4,651
47,717
38,136
3,721
30,137
25,114
6,697
43,159
1,563
23,440
$431,359
Replacement Year 2038
Exterior Surfaces - Pressure Wash
Wood Siding & Overhang - Refinish
10,730
19,884
Total for 2038
$30,615
Replacement Year 2039
Acous c Tile Suspended Ceiling - 5% Repair Con ngency
Acous c Tile Suspended Ceiling - Refinish
Total for 2039
3,671
30,615
$34,286
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 29
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
No Replacement in 2040
Replacement Year 2041
Exterior Surfaces - Pressure Wash
Wood Siding & Overhang - Refinish
11,725
21,728
Total for 2041
$33,453
Replacement Year 2042
Appliances - Microwaves
Backflow Device for Mechanical
Backflow for Fire System
Boiler, Electric (563 MBH) - EB #1
Cabinets
Carpet Flooring - Auditorium
Carpet Flooring - Lower Level
Carpet Flooring - Sherry Grover Gallery
Carpet Flooring - Upper Level
Chemical Feeder
Cinema Projec on System
Cinema Sound System - Retrofit
Classroom Projector
Dampers, Fire /Smoke
Dampers, Motorized Control
Day Lounger
Desk
Display Pedestal Cabinets
Display Tables
Downspouts
Drinking Fountain
Elevator System - Modernize/Upgrade
Exhibit Display Cabinet
Exhibit Display Pedestal
Exterior Metal Doors
2,264
5,391
5,391
50,680
14,018
10,794
19,625
8,540
21,027
4,744
75,481
32,349
1,617
9,705
16,498
3,235
21,566
59,306
3,235
3,882
9,058
161,744
59,306
24,909
10,352
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 30
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2042 con nued...
Fans, Exhaust (300 CFM) - EF #1-2
Fans, Exhaust (340 CFM) - EF #2-1
Fans, Exhaust (380 CFM) - EF #L-1
Hardwood Flooring Refinish - Grand Staircase
Hardwood Flooring Refinish - Main & Upper Level
Hardwood Flooring Refinish - Stage
Humidifier - HUM #1
Humidifier - HUM #2
Pocket Doors
Roof Deck - Guard Rail
Roof Deck - Paver System
Roof Hatch
Roo op Garden - Membrane
Roo op Garden - Renovate
Sherry Grover - Display Cabinets
Sherry Grover - Display Table Case
Sherry Grover - TV
Single Ply Membrane (PVC) - Replace
Skylights
Small Tables
Solar Panel Moun ng Brackets
Solar Panels - Replace
Solar Panels Controller - Replace
Storage Cabinets
Water Heater
Water Storage Tank
Wood Benches
Wood Table Sets
Total for 2042
1,617
1,617
1,617
2,523
91,046
3,687
7,548
15,096
6,470
11,592
5,499
3,882
16,821
42,054
65,021
14,557
2,157
163,038
37,266
2,157
35,584
122,926
6,470
5,499
12,940
20,488
3,451
10,783
$1,348,122
No Replacement in 2043
Replacement Year 2044
Computer Equipment
6,864
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 31
Sample Reserve Study - Museum
Annual Expenditure Report
Descrip on
Expenditures
Replacement Year 2044 con nued...
Computer Equipment
Exterior Surfaces - Pressure Wash
Kaleidescape Server
Office - Computer Equipment
Wood Siding & Overhang - Refinish
6,864
12,812
13,728
17,159
23,743
Total for 2044
$81,170
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 32
Sample Reserve Study - Museum
Distribu on of Accumulated Reserves
Descrip on
Exterior Surfaces - Pressure Wash
Hardwood Flooring Refinish - Grand Staircase
Wood Siding & Overhang - Refinish
Computer Equipment
Computer Equipment
Kaleidescape Server
Office - Computer Equipment
Acous c Tile Suspended Ceiling - 5% Repair ..
Acous c Tile Suspended Ceiling - Refinish
Appliances - Microwaves
Carpet Flooring - Auditorium
Carpet Flooring - Lower Level
Carpet Flooring - Sherry Grover Gallery
Carpet Flooring - Upper Level
Day Lounger
Drinking Fountain
Hardwood Flooring Refinish - Main & Upper ..
Hardwood Flooring Refinish - Stage
Pocket Doors
Sherry Grover - TV
Duel Sump Pump
Keri Systems - Key Fob System Upgrades
Pump, Circula on - Geothermal
Pump, In-Line Water Pump
Pump, In-Line Water Pump
Security - Cameras Replace
Security - DVR Unit Moderniza on/Upgrade
Backflow Device for Mechanical
Backflow for Fire System
Boiler, Electric (563 MBH) - EB #1
Chemical Feeder
Cinema Projec on System
Cinema Sound System - Retrofit
Classroom Projector
Fans, Exhaust (300 CFM) - EF #1-2
Fans, Exhaust (340 CFM) - EF #2-1
Remaining
Life
Replacement
Year
Assigned
Reserves
Fully Funded
Reserves
0
0
0
3
3
3
3
4
4
5
5
5
5
5
5
5
5
5
5
5
7
7
7
7
7
7
7
10
10
10
10
10
10
10
10
10
2017
2017
2017
2020
2020
2020
2020
2021
2021
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2022
2024
2024
2024
2024
2024
2024
2024
2027
2027
2027
2027
2027
2027
2027
2027
2027
5,768
1,205
10,689
1,931
1,931
3,862
4,828
1,064
8,877
541
2,578
4,686
2,039
5,021
772
2,163
21,742
880
1,545
515
1,287
2,575
4,506
1,717
1,717
* 5,559
5,768
1,205
10,689
1,931
1,931
3,862
4,828
1,064
8,877
541
2,578
4,686
2,039
5,021
772
2,163
21,742
880
1,545
515
1,287
2,575
4,506
1,717
1,717
10,193
1,717
858
858
8,068
755
12,017
5,150
257
257
257
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 33
Sample Reserve Study - Museum
Distribu on of Accumulated Reserves
Descrip on
Fans, Exhaust (380 CFM) - EF #L-1
Humidifier - HUM #1
Humidifier - HUM #2
Roo op Garden - Renovate
Solar Panels - Replace
Solar Panels Controller - Replace
Water Heater
Appliances - Dishwashers
Appliances - Refrigerators
Elevator Cab Refurbish & Door Package
Window Interior Sun Shades - Replace
A/C Units, Ceiling Mounted (Mitsubishi) - Re..
A/C Units, Floor Mounted (Mitsubishi) - Repl..
Acous c Tile Suspended Ceiling - Replace
Air Handling Unit (11,230 CFM) - AHU #3
Air Handling Unit (5,175 CFM) - AHU #2
Air Handling Unit (800 CFM) - AHU #1
Bathroom Par ons
Bathroom Urinal Par on
Chairs - Stackable Classroom
Chairs - Stackable Fabric Covered
Compressors 2hp, 29 Gallon
Expansion Tanks
Fans, Exhaust (850 CFM) - EF #1-1
Fans, Scavenger (2,000 CFM) - #SF-L-1
Fluid Cooler, Closed Loop
Furnishings - Business Office
Furnishings - Marke ng Office
Glass Storefront Entry Door Auto Openers
Glass Storefront Entry Doors
Gypsum Board Suspended Ceiling - 5% Repai..
Gypsum Board Suspended Ceiling - Refinish
Heat Pumps - 3.5 Ton Geothermal Water to ..
Heat Pumps - Main and Upper Level HVAC
Louver Sun Shades - Paint (both sides)
Metal Siding - Refinish
Remaining
Life
Replacement
Year
10
10
10
10
10
10
10
13
13
13
13
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
15
2027
2027
2027
2027
2027
2027
2027
2030
2030
2030
2030
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
Assigned
Reserves
Fully Funded
Reserves
257
1,202
2,403
6,695
19,570
1,030
2,060
987
1,545
5,722
9,156
3,476
772
10,386
12,875
7,725
3,476
1,545
206
1,094
3,476
386
2,317
309
1,236
7,725
772
1,416
1,287
4,506
496
3,608
9,270
10,300
3,371
923
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 34
Sample Reserve Study - Museum
Distribu on of Accumulated Reserves
Descrip on
Par on Walls
Recessed Fixtures
Stanchions
Stone Veneer - 50% Repair Con ngency
Storefront Type (Exterior) - Repair
Structural Glazing Systems - Repair
Tables - Folding
Variable Frequency Drive (10 HP) - VFD #2
Variable Frequency Drive (2 HP) - VFD #1
Variable Frequency Drive (20 HP) - VFD #3
Water Heater Circula on Pump 1/6 hp
Variable Air Volume Terminal (1,240 CFM) - ..
Variable Air Volume Terminal (1,425 CFM) - ..
Variable Air Volume Terminal (1,475 CFM) - ..
Variable Air Volume Terminal (1,610 CFM) - ..
Variable Air Volume Terminal (195 CFM) - VA..
Variable Air Volume Terminal (2,100 CFM) - ..
Variable Air Volume Terminal (2,180 CFM) - ..
Variable Air Volume Terminal (425 CFM) - VA..
Variable Air Volume Terminal (485 CFM) - VA..
Variable Air Volume Terminal (550 CFM) - VA..
Variable Air Volume Terminal (660 CFM) - VA..
Duel Sump Pump Controls
Pump, Circula on Controls - Geothermal
Accessibility Li
Classroom Projector Screen
Concrete Flooring Refinish - Auditorium
Concrete Flooring Refinish - Lower Level
Concrete Flooring Refinish - Main Level
Curtains
Curtains Power Control and Track System
Fire System Panel - Upgrade/Modernize
Fire System Sprinkler Heads - Replace
Generator - 14 KW
Ligh ng - Cove Light Fixtures
Ligh ng - Exhibit Track Fixtures
Remaining
Life
Replacement
Year
15
15
15
15
15
15
15
15
15
15
15
17
17
17
17
17
17
17
17
17
17
17
19
19
20
20
20
20
20
20
20
20
20
20
20
20
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2032
2034
2034
2034
2034
2034
2034
2034
2034
2034
2034
2034
2036
2036
2037
2037
2037
2037
2037
2037
2037
2037
2037
2037
2037
2037
Assigned
Reserves
Fully Funded
Reserves
2,704
1,133
154
1,622
7,153
30,931
1,545
901
1,287
1,416
515
702
702
702
819
351
936
1,053
468
468
468
468
429
429
4,120
206
512
4,597
2,264
1,529
1,566
1,236
3,564
3,090
515
5,284
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 35
Sample Reserve Study - Museum
Distribu on of Accumulated Reserves
Descrip on
Ligh ng - Pendant Linear Fluorescent Fixtures
Ligh ng - Recessed 2' x 2' Fixtures (Lower Le..
Ligh ng - Recessed Mul lamp Fixtures
Ligh ng - Recessed/Pendant Single Fixtures
Projec on Screen with Power Li
Sea ng - Theatre Style
Vinyl Flooring - Upper Level Bathroom
Vinyl/Lino Flooring - Classroom Upper Level
Cabinets
Dampers, Fire /Smoke
Dampers, Motorized Control
Desk
Display Pedestal Cabinets
Display Tables
Downspouts
Elevator System - Modernize/Upgrade
Exhibit Display Cabinet
Exhibit Display Pedestal
Exterior Metal Doors
Roof Deck - Guard Rail
Roof Deck - Paver System
Roof Hatch
Roo op Garden - Membrane
Sherry Grover - Display Cabinets
Sherry Grover - Display Table Case
Single Ply Membrane (PVC) - Replace
Skylights
Small Tables
Solar Panel Moun ng Brackets
Storage Cabinets
Water Storage Tank
Wood Benches
Wood Table Sets
Appliances - Sinks
Bathroom Countertops
Bathroom Sinks
Remaining
Life
Replacement
Year
20
20
20
20
20
20
20
20
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
25
30
30
30
2037
2037
2037
2037
2037
2037
2037
2037
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2042
2047
2047
2047
Assigned
Reserves
Fully Funded
Reserves
4,223
412
3,337
2,781
742
4,779
173
2,596
1,116
772
1,313
1,717
4,721
257
309
12,875
4,721
1,983
824
923
438
309
1,339
5,176
1,159
12,978
2,966
172
2,832
438
1,631
275
858
331
750
772
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 36
Sample Reserve Study - Museum
Distribu on of Accumulated Reserves
Remaining
Life
Descrip on
Bathroom Urinals
Bathroom Water Closets
Cabinets & Countertops - Refurbish
Greenscreen Metal Vine Wall
Gypsum Board Suspended Ceiling - Replace
Hardwood Flooring Replace - Grand Staircase
Hardwood Flooring Replace - Main & Upper ..
Hardwood Flooring Replace - Stage
Interior Doors
Louver Sun Shade System - Replace
Metal Siding - Replace
Storefront Type (Exterior) - Replace
Structural Glazing Systems - Replace
Tigerwood Rainscreen Siding - Replace
Tile Flooring - Main Level Bathrooms
Tile Flooring - Upper Level Bathrooms
Elevator System - Maintenance/Repairs
Fire System - Tes ng & Minor Repairs
Interior Surfaces
Piping - Geothermal
Sewer Mains
Water Mains
30
30
30
35
35
35
35
35
35
35
35
35
35
35
35
35
Replacement
Year
Assigned
Reserves
2047
2047
2047
2052
2052
2052
2052
2052
2052
2052
2052
2052
2052
2052
2052
2052
Unfunded
Unfunded
Unfunded
Unfunded
Unfunded
Unfunded
Total Asset Summary
Percent Fully Funded
Current Average Liability per Unit (Total Units: 1)
'*' Indicates Par ally Funded
Fully Funded
Reserves
618
978
3,311
1,004
5,411
2,897
16,725
677
3,193
8,427
1,582
5,961
42,530
6,871
837
837
$100,000
$549,114
18%
-$449,114
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 37
Sample Reserve Study - Museum
Component Detail Reports
A/C Units, Ceiling Mounted (Mitsubishi) - Replace - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $4,635.00
$13,905.00
100%
$21,663.54
A/C Units, Floor Mounted (Mitsubishi) - Replace - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
Accessibility Li - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
25
2037
20
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,090.00
$3,090.00
100%
$4,814.12
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $20,600.00
$20,600.00
100%
$37,205.89
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 38
Sample Reserve Study - Museum
Component Detail Reports
Acous c Tile Suspended Ceiling - 5% Repair Con ngency - 2021
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ceiling Finishes
June 2012
9
2021
4
310 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $6.18
$1,915.80
100%
$2,156.25
6,205 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $2.57
$15,977.87
100%
$17,983.24
6,205 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $6.69
$41,542.47
100%
$64,721.82
Acous c Tile Suspended Ceiling - Refinish - 2021
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ceiling Finishes
June 2012
9
2021
4
Acous c Tile Suspended Ceiling - Replace - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ceiling Finishes
June 2012
20
2032
15
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 39
Sample Reserve Study - Museum
Component Detail Reports
Air Handling Unit (11,230 CFM) - AHU #3 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $51,500.00
$51,500.00
100%
$80,235.32
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $30,900.00
$30,900.00
100%
$48,141.19
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $13,905.00
$13,905.00
100%
$21,663.54
Air Handling Unit (5,175 CFM) - AHU #2 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
Air Handling Unit (800 CFM) - AHU #1 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 40
Sample Reserve Study - Museum
Component Detail Reports
Appliances - Dishwashers - 2030
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Kitchene es
June 2012
18
2030
13
Appliances - Microwaves - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Kitchene es
June 2012
10
2022
5
Appliances - Refrigerators - 2030
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Kitchene es
June 2012
18
2030
13
Appliances - Sinks - 2047
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Kitchene es
June 2012
35
2047
30
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,184.50
$3,553.50
100%
$5,218.43
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $360.50
$1,081.50
100%
$1,253.75
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,854.00
$5,562.00
100%
$8,167.98
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $772.50
$2,317.50
100%
$5,625.18
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 41
Sample Reserve Study - Museum
Component Detail Reports
Backflow Device for Mechanical - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
Backflow for Fire System - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Fire Systems
June 2012
15
2027
10
Bathroom Countertops - 2047
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Bathroom Par
Bathroom Fixtures
June 2012
35
2047
30
ons - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Bathroom Fixtures
June 2012
20
2032
15
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,575.00
$2,575.00
100%
$3,460.58
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,575.00
$2,575.00
100%
$3,460.58
34 Linear Feet
Asset Cost
Percent Replacement
Future Cost
@ $154.50
$5,253.00
100%
$12,750.41
4 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$6,180.00
100%
$9,628.24
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 42
Sample Reserve Study - Museum
Component Detail Reports
Bathroom Sinks - 2047
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Bathroom Urinal Par
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Bathroom Fixtures
June 2012
35
2047
30
on - 2032
Bathroom Fixtures
June 2012
20
2032
15
Bathroom Urinals - 2047
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Bathroom Fixtures
June 2012
35
2047
30
Bathroom Water Closets - 2047
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Bathroom Fixtures
June 2012
35
2047
30
7 Each
Asset Cost
Percent Replacement
Future Cost
@ $772.50
$5,407.50
100%
$13,125.42
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $824.00
$824.00
100%
$1,283.76
4 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,081.50
$4,326.00
100%
$10,500.34
7 Each
Asset Cost
Percent Replacement
Future Cost
@ $978.50
$6,849.50
100%
$16,625.53
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 43
Sample Reserve Study - Museum
Component Detail Reports
Boiler, Electric (563 MBH) - EB #1 - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
Cabinets - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Retail Store
June 2012
30
2042
25
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $24,205.00
$24,205.00
100%
$32,529.50
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $6,695.00
$6,695.00
100%
$14,017.84
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $7,725.00
$23,175.00
100%
$56,251.81
Cabinets & Countertops - Refurbish - 2047
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Kitchene es
June 2012
35
2047
30
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 44
Sample Reserve Study - Museum
Component Detail Reports
Carpet Flooring - Auditorium - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
10
2022
5
77 Square Yard(s)
Asset Cost
Percent Replacement
Future Cost
@ $66.95
$5,155.15
100%
$5,976.23
140 Square Yard(s)
Asset Cost
Percent Replacement
Future Cost
@ $66.95
$9,373.00
100%
$10,865.88
44 Square Yard(s)
Asset Cost
Percent Replacement
Future Cost
@ $92.70
$4,078.80
100%
$4,728.45
Carpet Flooring - Lower Level - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
10
2022
5
Carpet Flooring - Sherry Grover Gallery - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
10
2022
5
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 45
Sample Reserve Study - Museum
Component Detail Reports
Carpet Flooring - Upper Level - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
10
2022
5
Chairs - Stackable Classroom - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Classroom
June 2012
20
2032
15
Chairs - Stackable Fabric Covered - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Event Equipment
June 2012
20
2032
15
150 Square Yard(s)
Asset Cost
Percent Replacement
Future Cost
@ $66.95
$10,042.50
100%
$11,642.01
50 Each
Asset Cost
Percent Replacement
Future Cost
@ $87.55
$4,377.50
100%
$6,820.00
90 Each
Asset Cost
Percent Replacement
Future Cost
@ $154.50
$13,905.00
100%
$21,663.54
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 46
Sample Reserve Study - Museum
Component Detail Reports
Chemical Feeder - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
Cinema Projec on System - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
15
2027
10
Cinema Sound System - Retrofit - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
15
2027
10
Classroom Projector - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Classroom
June 2012
15
2027
10
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $2,266.00
$2,266.00
100%
$3,045.31
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $36,050.00
$36,050.00
100%
$48,448.18
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $15,450.00
$15,450.00
100%
$20,763.51
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $772.50
$772.50
100%
$1,038.17
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 47
Sample Reserve Study - Museum
Component Detail Reports
Classroom Projector Screen - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Classroom
June 2012
25
2037
20
Compressors 2hp, 29 Gallon - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
Computer Equipment - 2020
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Retail Store
June 2012
8
2020
3
Computer Equipment - 2020
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Recep on
June 2012
8
2020
3
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,030.00
$1,030.00
100%
$1,860.29
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $772.50
$1,545.00
100%
$2,407.06
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$3,090.00
100%
$3,376.53
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$3,090.00
100%
$3,376.53
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 48
Sample Reserve Study - Museum
Component Detail Reports
Concrete Flooring Refinish - Auditorium - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
25
2037
20
440 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $5.82
$2,560.58
100%
$4,624.69
3,950 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $5.82
$22,987.02
100%
$41,517.12
1,945 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $5.82
$11,318.93
100%
$20,443.24
Concrete Flooring Refinish - Lower Level - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
25
2037
20
Includes local repair and a 1"" topping as needed.
Concrete Flooring Refinish - Main Level - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
25
2037
20
Includes local repair and a 1"" topping as needed.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 49
Sample Reserve Study - Museum
Component Detail Reports
Curtains - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
25
2037
20
928 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $8.24
$7,646.72
100%
$13,810.83
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $7,828.00
$7,828.00
100%
$14,138.24
9 Each
Asset Cost
Percent Replacement
Future Cost
@ $515.00
$4,635.00
100%
$9,704.66
Curtains Power Control and Track System - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
25
2037
20
Dampers, Fire /Smoke - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
30
2042
25
9 total fire/smoke dampers. Variable in size. An average per unit cost has been used for
budgeting purposes.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 50
Sample Reserve Study - Museum
Component Detail Reports
Dampers, Motorized Control - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
30
2042
25
Day Lounger - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
10
2022
5
Desk - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Recep on
June 2012
30
2042
25
Display Pedestal Cabinets - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Retail Store
June 2012
30
2042
25
9 Each
Asset Cost
Percent Replacement
Future Cost
@ $875.50
$7,879.50
100%
$16,497.92
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$1,545.00
100%
$1,791.08
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $10,300.00
$10,300.00
100%
$21,565.91
11 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,575.00
$28,325.00
100%
$59,306.26
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 51
Sample Reserve Study - Museum
Component Detail Reports
Display Tables - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Retail Store
June 2012
30
2042
25
Downspouts - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Roofing
June 2012
30
2042
25
Drinking Fountain - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Plumbing
June 2012
10
2022
5
Duel Sump Pump - 2024
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Plumbing
June 2012
12
2024
7
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $515.00
$1,545.00
100%
$3,234.89
120 Linear Feet
Asset Cost
Percent Replacement
Future Cost
@ $15.45
$1,854.00
100%
$3,881.86
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,442.00
$4,326.00
100%
$5,015.02
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$3,090.00
100%
$3,800.31
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 52
Sample Reserve Study - Museum
Component Detail Reports
Duel Sump Pump Controls - 2036
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Plumbing
June 2012
24
2036
19
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,060.00
$2,060.00
100%
$3,612.22
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $20,600.00
$20,600.00
100%
$30,251.79
Asset Cost
Percent Replacement
Future Cost
100%
Elevator Cab Refurbish & Door Package - 2030
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Elevator
June 2012
18
2030
13
Elevator System - Maintenance/Repairs
Category
Placed in Service
No Useful Life
Elevator
June 2012
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 53
Sample Reserve Study - Museum
Component Detail Reports
Elevator System - Modernize/Upgrade - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Elevator
June 2012
30
2042
25
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $77,250.00
$77,250.00
100%
$161,744.34
Includes upgrades to the hydraulic unit, jack, and controller.
Exhibit Display Cabinet - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
30
2042
25
Exhibit Display Pedestal - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
30
2042
25
11 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,575.00
$28,325.00
100%
$59,306.26
21 Each
Asset Cost
Percent Replacement
Future Cost
@ $566.50
$11,896.50
100%
$24,908.63
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 54
Sample Reserve Study - Museum
Component Detail Reports
Expansion Tanks - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
Exterior Metal Doors - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Doors
June 2012
30
2042
25
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,090.00
$9,270.00
100%
$14,442.36
4 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,236.00
$4,944.00
100%
$10,351.64
11,200 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $0.51
$5,768.00
100%
$5,768.00
Exterior Surfaces - Pressure Wash - 2017
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Pain ng & Staining
June 2012
3
2017
0
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
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Sample Reserve Study - Museum
Component Detail Reports
Fans, Exhaust (300 CFM) - EF #1-2 - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
Fans, Exhaust (340 CFM) - EF #2-1 - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
Fans, Exhaust (380 CFM) - EF #L-1 - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
Fans, Exhaust (850 CFM) - EF #1-1 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $772.50
$772.50
100%
$1,038.17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $772.50
$772.50
100%
$1,038.17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $772.50
$772.50
100%
$1,038.17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,236.00
$1,236.00
100%
$1,925.65
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 56
Sample Reserve Study - Museum
Component Detail Reports
Fans, Scavenger (2,000 CFM) - #SF-L-1 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $4,944.00
$4,944.00
100%
$7,702.59
Asset Cost
Percent Replacement
Future Cost
100%
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $6,180.00
$6,180.00
100%
$11,161.77
Fire System - Tes ng & Minor Repairs
Category
Placed in Service
No Useful Life
Fire Systems
June 2012
Fire System Panel - Upgrade/Modernize - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Fire Systems
June 2012
25
2037
20
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 57
Sample Reserve Study - Museum
Component Detail Reports
Fire System Sprinkler Heads - Replace - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Fire Systems
June 2012
25
2037
20
Fluid Cooler, Closed Loop - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
Furnishings - Business Office - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Office
June 2012
20
2032
15
173 Each
Asset Cost
Percent Replacement
Future Cost
@ $103.00
$17,819.00
100%
$32,183.09
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $30,900.00
$30,900.00
100%
$48,141.19
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $3,090.00
$3,090.00
100%
$4,814.12
Includes 2 desks, 1 file cabinet, and 1 bookcase.
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 58
Sample Reserve Study - Museum
Component Detail Reports
Furnishings - Marke ng Office - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Office
June 2012
20
2032
15
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $5,665.00
$5,665.00
100%
$8,825.88
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $15,450.00
$15,450.00
100%
$27,904.42
Includes 3 desks, 2 file cabinets, and 3 bookshelves.
Generator - 14 KW - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
25
2037
20
Glass Storefront Entry Door Auto Openers - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Doors
June 2012
20
2032
15
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,575.00
$5,150.00
100%
$8,023.53
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 59
Sample Reserve Study - Museum
Component Detail Reports
Glass Storefront Entry Doors - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Doors
June 2012
20
2032
15
5 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,605.00
$18,025.00
100%
$28,082.36
390 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $20.60
$8,034.00
100%
$22,606.57
Greenscreen Metal Vine Wall - 2052
CategoryLandscaping & Irriga on
Placed in Service
June 2012
Useful Life
40
Replacement Year
2052
Remaining Life
35
Gypsum Board Suspended Ceiling - 5% Repair Con ngency - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ceiling Finishes
June 2012
20
2032
15
350 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $5.66
$1,982.75
100%
$3,089.06
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 60
Sample Reserve Study - Museum
Component Detail Reports
Gypsum Board Suspended Ceiling - Refinish - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ceiling Finishes
June 2012
20
2032
15
7,005 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $2.06
$14,430.30
100%
$22,481.94
Gypsum Board Suspended Ceiling - Replace - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ceiling Finishes
June 2012
40
2052
35
7,005 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $6.18
$43,290.90
100%
$121,814.63
Hardwood Flooring Refinish - Grand Staircase - 2017
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
5
2017
0
180 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $6.69
$1,205.10
100%
$1,205.10
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 61
Sample Reserve Study - Museum
Component Detail Reports
Hardwood Flooring Refinish - Main & Upper Level - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
10
2022
5
6,495 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $6.69
$43,484.02
100%
$50,409.90
263 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $6.69
$1,760.78
100%
$2,041.23
Sand and refinish, 2 coats
Hardwood Flooring Refinish - Stage - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
10
2022
5
Hardwood Flooring Replace - Grand Staircase - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
40
2052
35
180 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $128.75
$23,175.00
100%
$65,211.26
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 62
Sample Reserve Study - Museum
Component Detail Reports
Hardwood Flooring Replace - Main & Upper Level - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
40
2052
35
6,495 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $20.60
$133,797.00
100%
$376,486.35
263 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $20.60
$5,417.80
100%
$15,244.94
Hardwood Flooring Replace - Stage - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
40
2052
35
Heat Pumps - 3.5 Ton Geothermal Water to Air - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $12,360.00
$37,080.00
100%
$57,769.43
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 63
Sample Reserve Study - Museum
Component Detail Reports
Heat Pumps - Main and Upper Level HVAC - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
Humidifier - HUM #1 - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
Humidifier - HUM #2 - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
15
2027
10
4 Each
Asset Cost
Percent Replacement
Future Cost
@ $10,300.00
$41,200.00
100%
$64,188.26
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,605.00
$3,605.00
100%
$4,844.82
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,605.00
$7,210.00
100%
$9,689.64
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 64
Sample Reserve Study - Museum
Component Detail Reports
Interior Doors - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Doors
June 2012
40
2052
35
31 Each
Asset Cost
Percent Replacement
Future Cost
@ $824.00
$25,544.00
100%
$71,877.30
Varying sizes and finishes. An average per unit cost has been used for budgeting purposes.
Interior Surfaces
Category
Placed in Service
No Useful Life
Pain ng & Staining
June 2012
Asset Cost
Percent Replacement
Future Cost
100%
Per Client request interior painting has been excluded from this study as it is paid from the
maintenance/operating account.
Kaleidescape Server - 2020
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
8
2020
3
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $6,180.00
$6,180.00
100%
$6,753.05
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 65
Sample Reserve Study - Museum
Component Detail Reports
Keri Systems - Key Fob System Upgrades - 2024
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Security System
June 2012
12
2024
7
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $6,180.00
$6,180.00
100%
$7,600.62
10 Each
Asset Cost
Percent Replacement
Future Cost
@ $257.50
$2,575.00
100%
$4,650.74
171 Each
Asset Cost
Percent Replacement
Future Cost
@ $154.50
$26,419.50
100%
$47,716.55
Includes system software updates and fob replacement.
Ligh ng - Cove Light Fixtures - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ligh ng - Interior
June 2012
25
2037
20
Ligh ng - Exhibit Track Fixtures - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ligh ng - Interior
June 2012
25
2037
20
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 66
Sample Reserve Study - Museum
Component Detail Reports
Ligh ng - Pendant Linear Fluorescent Fixtures - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ligh ng - Interior
June 2012
25
2037
20
82 Each
Asset Cost
Percent Replacement
Future Cost
@ $257.50
$21,115.00
100%
$38,136.04
Ligh ng - Recessed 2' x 2' Fixtures (Lower Level) - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ligh ng - Interior
June 2012
25
2037
20
8 Each
Asset Cost
Percent Replacement
Future Cost
@ $257.50
$2,060.00
100%
$3,720.59
36 Each
Asset Cost
Percent Replacement
Future Cost
@ $463.50
$16,686.00
100%
$30,136.77
Ligh ng - Recessed Mul lamp Fixtures - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ligh ng - Interior
June 2012
25
2037
20
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 67
Sample Reserve Study - Museum
Component Detail Reports
Ligh ng - Recessed/Pendant Single Fixtures - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ligh ng - Interior
June 2012
25
2037
20
90 Each
Asset Cost
Percent Replacement
Future Cost
@ $154.50
$13,905.00
100%
$25,113.98
1,870 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $36.05
$67,413.50
100%
$189,692.31
3,740 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $3.60
$13,482.70
100%
$21,005.61
Louver Sun Shade System - Replace - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Glazing Systems
June 2012
40
2052
35
Louver Sun Shades - Paint (both sides) - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Pain ng & Staining
June 2012
20
2032
15
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 68
Sample Reserve Study - Museum
Component Detail Reports
Metal Siding - Refinish - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Pain ng & Staining
June 2012
20
2032
15
Metal Siding - Replace - 2052
Category
Building Exterior Surfaces
Placed in Service
June 2012
Useful Life
40
Replacement Year
2052
Remaining Life
35
Office - Computer Equipment - 2020
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Par
Office
June 2012
8
2020
3
on Walls - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
20
2032
15
1,024 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $3.60
$3,691.52
100%
$5,751.27
1,024 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $12.36
$12,656.64
100%
$35,614.04
5 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$7,725.00
100%
$8,441.32
7 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$10,815.00
100%
$16,849.42
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 69
Sample Reserve Study - Museum
Component Detail Reports
Piping - Geothermal
Category
Placed in Service
No Useful Life
Plumbing
June 2012
Asset Cost
Percent Replacement
Future Cost
100%
These systems are typically designed for a 50-years service life. Assuming the systems were
installed as designed, and without defect; there is no expectation of total piping replacement
within the 30-year scope of this report. The major reserve expenses should be limited to the
Heat Pumps and associated mechanical equipment. Regular maintenance and inspections
should be completed to ensure proper operation of system is maintained.
Pocket Doors - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Doors
June 2012
10
2022
5
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$3,090.00
100%
$3,582.16
180 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $20.60
$3,708.00
100%
$6,697.06
Projec on Screen with Power Li - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
25
2037
20
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 70
Sample Reserve Study - Museum
Component Detail Reports
Pump, Circula on - Geothermal - 2024
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
12
2024
7
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $10,815.00
$10,815.00
100%
$13,301.09
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,060.00
$2,060.00
100%
$3,612.22
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $4,120.00
$4,120.00
100%
$5,067.08
Pump, Circula on Controls - Geothermal - 2036
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
24
2036
19
Pump, In-Line Water Pump - 2024
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
12
2024
7
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 71
Sample Reserve Study - Museum
Component Detail Reports
Pump, In-Line Water Pump - 2024
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
12
2024
7
Recessed Fixtures - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Ligh ng - Exterior
June 2012
20
2032
15
Roof Deck - Guard Rail - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Roofing
June 2012
30
2042
25
Roof Deck - Paver System - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Roofing
June 2012
30
2042
25
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $4,120.00
$4,120.00
100%
$5,067.08
22 Each
Asset Cost
Percent Replacement
Future Cost
@ $206.00
$4,532.00
100%
$7,060.71
43 Linear Feet
Asset Cost
Percent Replacement
Future Cost
@ $128.75
$5,536.25
100%
$11,591.68
170 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $15.45
$2,626.50
100%
$5,499.31
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 72
Sample Reserve Study - Museum
Component Detail Reports
Roof Hatch - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Roofing
June 2012
30
2042
25
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,854.00
$1,854.00
100%
$3,881.86
650 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $12.36
$8,034.00
100%
$16,821.41
650 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $30.90
$20,085.00
100%
$26,992.56
Roo op Garden - Membrane - 2042
CategoryLandscaping & Irriga on
Placed in Service
June 2012
Useful Life
30
Replacement Year
2042
Remaining Life
25
Roo op Garden - Renovate - 2027
CategoryLandscaping & Irriga on
Placed in Service
June 2012
Useful Life
15
Replacement Year
2027
Remaining Life
10
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 73
Sample Reserve Study - Museum
Component Detail Reports
Sea ng - Theatre Style - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Auditorium
June 2012
25
2037
20
Security - Cameras Replace - 2024
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Security System
June 2012
12
2024
7
58 Each
Asset Cost
Percent Replacement
Future Cost
@ $412.00
$23,896.00
100%
$43,158.83
19 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,287.50
$24,462.50
100%
$30,085.79
Security - DVR Unit Moderniza on/Upgrade - 2024
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Security System
June 2012
12
2024
7
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $4,120.00
$4,120.00
100%
$5,067.08
Asset Cost
Percent Replacement
Future Cost
100%
Sewer Mains
Category
Placed in Service
No Useful Life
Plumbing
June 2012
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 74
Sample Reserve Study - Museum
Component Detail Reports
Sherry Grover - Display Cabinets - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
30
2042
25
67 Linear Feet
Asset Cost
Percent Replacement
Future Cost
@ $463.50
$31,054.50
100%
$65,021.22
15 Linear Feet
Asset Cost
Percent Replacement
Future Cost
@ $463.50
$6,952.50
100%
$14,556.99
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,030.00
$1,030.00
100%
$1,194.05
Sherry Grover - Display Table Case - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
30
2042
25
Sherry Grover - TV - 2022
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
10
2022
5
________________________________________________________________________________________________________________
Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 75
Sample Reserve Study - Museum
Component Detail Reports
Single Ply Membrane (PVC) - Replace - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Roofing
June 2012
30
2042
25
Skylights - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Roofing
June 2012
30
2042
25
Small Tables - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
30
2042
25
7,560 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $10.30
$77,868.00
100%
$163,038.30
144 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $123.60
$17,798.40
100%
$37,265.90
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $515.00
$1,030.00
100%
$2,156.59
________________________________________________________________________________________________________________
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Component Detail Reports
Solar Panel Moun ng Brackets - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Solar System
June 2012
30
2042
25
Solar Panels - Replace - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Solar System
June 2012
15
2027
10
Solar Panels Controller - Replace - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Solar System
June 2012
15
2027
10
Stanchions - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
20
2032
15
30 Each
Asset Cost
Percent Replacement
Future Cost
@ $566.50
$16,995.00
100%
$35,583.75
60 Each
Asset Cost
Percent Replacement
Future Cost
@ $978.50
$58,710.00
100%
$78,901.33
1 Total
Asset Cost
Percent Replacement
Future Cost
@ $3,090.00
$3,090.00
100%
$4,152.70
6 Each
Asset Cost
Percent Replacement
Future Cost
@ $103.00
$618.00
100%
$962.82
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Sample Reserve Study - Museum
Component Detail Reports
Stone Veneer - 50% Repair Con ngency - 2032
Category
Building Exterior Surfaces
Placed in Service
June 2012
Useful Life
20
Replacement Year
2032
Remaining Life
15
Storage Cabinets - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Classroom
June 2012
30
2042
25
1,400 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $9.27
$6,489.00
50%
$10,109.65
3 Each
Asset Cost
Percent Replacement
Future Cost
@ $875.50
$2,626.50
100%
$5,499.31
926 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $30.90
$28,613.40
100%
$44,578.74
Storefront Type (Exterior) - Repair - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Glazing Systems
June 2012
20
2032
15
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Sample Reserve Study - Museum
Component Detail Reports
Storefront Type (Exterior) - Replace - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Glazing Systems
June 2012
40
2052
35
926 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $51.50
$47,689.00
100%
$134,190.28
3,003 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $41.20
$123,723.60
100%
$192,757.34
3,003 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $113.30
$340,239.90
100%
$957,388.28
Structural Glazing Systems - Repair - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Glazing Systems
June 2012
20
2032
15
Reseal and repair locally as-needed.
Structural Glazing Systems - Replace - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Glazing Systems
June 2012
40
2052
35
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Sample Reserve Study - Museum
Component Detail Reports
Tables - Folding - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Event Equipment
June 2012
20
2032
15
30 Each
Asset Cost
Percent Replacement
Future Cost
@ $206.00
$6,180.00
100%
$9,628.24
2,965 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $18.54
$54,971.10
100%
$154,681.11
260 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $25.75
$6,695.00
100%
$18,838.81
Tigerwood Rainscreen Siding - Replace - 2052
Category
Building Exterior Surfaces
Placed in Service
June 2012
Useful Life
40
Replacement Year
2052
Remaining Life
35
Tile Flooring - Main Level Bathrooms - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
40
2052
35
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Sample Reserve Study - Museum
Component Detail Reports
Tile Flooring - Upper Level Bathrooms - 2052
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
40
2052
35
260 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $25.75
$6,695.00
100%
$18,838.81
Variable Air Volume Terminal (1,240 CFM) - VAV #2-1 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,090.00
$3,090.00
100%
$5,107.30
Variable Air Volume Terminal (1,425 CFM) - VAV #2-3 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,090.00
$3,090.00
100%
$5,107.30
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Sample Reserve Study - Museum
Component Detail Reports
Variable Air Volume Terminal (1,475 CFM) - VAV #1-1 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,090.00
$3,090.00
100%
$5,107.30
Variable Air Volume Terminal (1,610 CFM) - VAV #1-6 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,605.00
$3,605.00
100%
$5,958.51
Variable Air Volume Terminal (195 CFM) - VAV #L-1 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $1,545.00
$1,545.00
100%
$2,553.65
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Sample Reserve Study - Museum
Component Detail Reports
Variable Air Volume Terminal (2,100 CFM) - VAV #1-2 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $4,120.00
$4,120.00
100%
$6,809.73
Variable Air Volume Terminal (2,180 CFM) - VAV #1-5 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $4,635.00
$4,635.00
100%
$7,660.95
Variable Air Volume Terminal (425 CFM) - VAV #L-2 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,060.00
$2,060.00
100%
$3,404.87
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Sample Reserve Study - Museum
Component Detail Reports
Variable Air Volume Terminal (485 CFM) - VAV #2-2 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,060.00
$2,060.00
100%
$3,404.87
Variable Air Volume Terminal (550 CFM) - VAV #1-4 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,060.00
$2,060.00
100%
$3,404.87
Variable Air Volume Terminal (660 CFM) - VAV #1-7 - 2034
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
22
2034
17
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,060.00
$2,060.00
100%
$3,404.87
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Component Detail Reports
Variable Frequency Drive (10 HP) - VFD #2 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $3,605.00
$3,605.00
100%
$5,616.47
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,575.00
$5,150.00
100%
$8,023.53
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $5,665.00
$5,665.00
100%
$8,825.88
Variable Frequency Drive (2 HP) - VFD #1 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
Variable Frequency Drive (20 HP) - VFD #3 - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
20
2032
15
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Sample Reserve Study - Museum
Component Detail Reports
Vinyl Flooring - Upper Level Bathroom - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
25
2037
20
60 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $14.42
$865.20
100%
$1,562.65
Flooring is bubbling up due to poor installation.
Vinyl/Lino Flooring - Classroom Upper Level - 2037
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Floor Finishes
June 2012
25
2037
20
Water Heater - 2027
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Plumbing
June 2012
15
2027
10
105 Square Yard(s)
Asset Cost
Percent Replacement
Future Cost
@ $123.60
$12,978.00
100%
$23,439.71
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $6,180.00
$6,180.00
100%
$8,305.40
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Sample Reserve Study - Museum
Component Detail Reports
Water Heater Circula on Pump 1/6 hp - 2032
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Plumbing
June 2012
20
2032
15
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,060.00
$2,060.00
100%
$3,209.41
Asset Cost
Percent Replacement
Future Cost
100%
1 Each
Asset Cost
Percent Replacement
Future Cost
@ $9,785.00
$9,785.00
100%
$20,487.62
Water Mains
Category
Placed in Service
No Useful Life
Plumbing
June 2012
Water Storage Tank - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Mechanical
June 2012
30
2042
25
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Sample Reserve Study - Museum
Component Detail Reports
Window Interior Sun Shades - Replace - 2030
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Glazing Systems
June 2012
18
2030
13
Wood Benches - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
30
2042
25
8 Each
Asset Cost
Percent Replacement
Future Cost
@ $4,120.00
$32,960.00
100%
$48,402.87
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $824.00
$1,648.00
100%
$3,450.54
2,965 Square Feet
Asset Cost
Percent Replacement
Future Cost
@ $3.60
$10,688.82
100%
$10,688.82
Wood Siding & Overhang - Refinish - 2017
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Pain ng & Staining
June 2012
3
2017
0
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Sample Reserve Study - Museum
Component Detail Reports
Wood Table Sets - 2042
Category
Placed in Service
Useful Life
Replacement Year
Remaining Life
Gallery - Furnishings
June 2012
30
2042
25
2 Each
Asset Cost
Percent Replacement
Future Cost
@ $2,575.00
$5,150.00
100%
$10,782.95
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Calcula ons Appendix
1) Allocation % =
Reserve Allocation (Component Method) / Total Reserve Allocation (Component Method) x 100
2) Current Cost =
Extended Cost (for a component without subcomponents)
-orSum of subcomponent Extended Costs (for a component with subcomponents)
3) Extended Cost =
Quantity x Unit Cost x Replacement % x (1+Contingency Rate)
4) Fully Funded Balance =
Current Cost / Useful Life x (Useful Life - Remaining Life)
5) FY End Balance (same as Next FY Start Balance) =
Initial or current fiscal yearCurrent Reserve Balance + Interest Earned + Reserve Allocation to Fund + Special Assessment to
Fund + Funds Due from Operating - Approved Funds to Disburse - Disbursements
Subsequent fiscal yearsFY Start Balance + Interest Earned + (Reserve Allocation (from previous year) x
(1 + Reserve Allocation Rate) - Disbursements
6) Interest Earned=
Initial fiscal yearCurrent Reserve Balance x (Interest Rate (net effective)/12 x
Number of funding months remaining in current fiscal year)
Subsequent fiscal yearsFY Start Balance x Interest Rate (net effective)
7) Percent Funded =
(FY Start Balance / Fully Funded Balance) x 100
8) Reserve Allocation (Component Method) =
Current Cost / Useful Life
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Defini ons Appendix
Abbreviations
bldgs = buildings
ea = each
FY = fiscal year
lf or lin ft = lineal feet
RL = remaining life
sf or sq ft = square feet
100 sq ft = 1 square)
sy or sq yd= square yard
UL = useful life
% = percent
1) Age
The approximate age of the complex. This parameter is provided for information only.
2) Allocation %
A percentage of the total Reserve Allocation. See - Calculations Appendix
3) Allocation Increase Rate
Expressed as a percentage rate that reflects the increase of a given year’s Reserve Allocation over the
previous year’s Reserve Allocation and utilized only in the Cash Flow Analysis.
4) Base Year
The year in which the governing documents were recorded and/or the buildings constructed
(average year may be used for phases built over a period of time), and utilized to determine the
approximate complex age. This parameter is provided for information only.
5) Common Interest Development (CID)
Defined by shared property and restrictions in the deed on use of the property. A CID is governed by
a mandatory Association of homeowners which administers the property and enforces its restrictions.
The Association Board is responsible for repairing, replacing, or maintaining the common areas,
other than the exclusive use common areas, and the owner of each separate interest is responsible
for maintaining that separate interest and any exclusive use common area appurtenant to the
separate
interest. The following are two typical CID subdivision types:
A) Condominium- In general, the recorded owner has title to the unit (or airspace). They are
typically responsible for the interior of their individual unit/garage, all utilities that service their
unit and any exclusive use common area associated with their unit (e.g. balcony, doors/windows,
patio yard, etc.).
B) Planned Development- In general, the recorded owner has title to the lot. They are typically
responsible for the maintenance and repair of any structure or improvement located on
their respective lot.
*Note- CIDs & subdivision types are general and may not apply or may vary, based on your local.
6) Component Inventory
The task of selecting and quantifying reserve items. This task can be accomplished through on-site
visual observations, review of association design and organizational documents, review of established
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Defini ons Appendix
association precedents, and discussion with appropriate association representatives.
7) Condition Assessment
The task of evaluating the current condition of the component based on observed or reported
characteristics and normal documented in the field report for a Level 1 or Level 2 Reserve Study.
8) Contingency Rate
Expressed as a percentage rate that reflects a factor added to the unit cost to prepare for an event that
is liable to occur, but not with certainty.
9) Current Cost
The current fiscal year’s estimated cost to maintain, replace, repair, or restore a reserve component
to its original functional condition. Sources utilized to obtain estimates may include: the association,
its contractors, other contractors, specialists and independent consultants, the State department of
Real Estate (or other state department as applicable), construction pricing and estimating manuals,
and the preparer’s own experience and/or database of costs formulated in the preparation of other
reserve study reports. See - Calculations Appendix.
10) Disbursement / Expenditures
The funds expected to be paid or expended from the Reserve Balance.
11) Extended Cost
See - Calculations Appendix.
12) Fiscal Year (FY)
A twelve-month period for which an organization plans the use of its funds. There are two distinct
types:
A) Calendar Fiscal Year (ends December 31)
B) Non-Calendar Fiscal Year (does not end December 31)
13) Full Funded Balance (FFB)
Total Accrued Depreciation. An indicator against which the FY Start Balance can be compared. The
balance that is in direct proportion to the fraction of life “used up” of the cost.
See - Calculations Appendix.
14) Funding Goal
Independent of methodology utilized, the following represents the basic categories of funding plan
goals:
A) Baseline Funding- Maintaining a Net Reserve Balance above zero for length of the study.
B) Full Funding- Maintaining a Reserve Balance at or near Percent Funded of 100%.
C) Statutory Funding- Maintaining a specified Reserve Balance/Percent Funded per statutes.
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Defini ons Appendix
D) Threshold Funding- Establishing and maintaining a set predetermined Reserve Balance or Percent
Funded.
15) Funding Method (or Funding Plan)
An association’s plan to provide income to the reserve fund to offset expected disbursements from
that fund. The following represents two (2) basic methodologies used to fund reserves:
A. Cash Flow Method- A method of developing a reserve funding plan where allocations to the
reserve fund are designed to offset the variable annual expenditures from the reserve fund.
Different reserve funding plans are tested against the anticipated schedule of reserve expenses
until the desired funding goal is achieved.
B. Component Method- The component method develops a reserve-funding plan where the total
contribution is based on the sum of contributions for individual components. The component
method is the more conservative (typically higher reserve account balance) of the two funding
options, and assures that the association will achieve and maintain an ideal level of reserves over
time. This method also allows for computations on individual components in the analysis. However
this method has also limitations with respects to variations in actual useful life of components and is
much more time intensive to accurately follow this funding strategy.
16) Funding Plan
The combined Funding Method & Funding Goal.
17) FY End Balance (same as next FY Start Balance)
The balance in reserves at end of applicable fiscal year. See - Calculations Appendix.
18) FY Start Balance (same as prior year FY End Balance)
The balance in reserves at start of applicable fiscal year.
19) Inflation Rate
Expressed as a percentage rate that reflects the increase of this year’s costs over the previous
year’s costs. Also known as a ‘cost increase factor’.
20) Interest Earned
The annual earning of reserve funds that have been deposited into certificates of deposit (CDs),
money market accounts or other investment vehicles. See - Calculations Appendix.
21) Interest Rate
The ratio of the gain received from an investment and the investment over a period of time (usually
one year), prior to any federal or state imposed taxes.
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Defini ons Appendix
22) Interest Rate (net effective)
The ratio of the gain received from an investment and the investment over a period of time (usually
one year), after any federal or state imposed taxes.
23) Levels of Service
A) Level 1 Reserve Study (Full or Comprehensive)- A Reserve Study in which the following five Reserve
Study tasks are performed:
a) Component Inventory
b) Condition Assessment (based upon on-site visual observations)
c) Life and Valuation Estimates
d) Fund Status
e) Funding Plan
B) Level 2 Reserve Study (Update, With-Site-Visit/On-Site Review)- A Reserve Study update in
which the following five tasks are performed:
a) Component Inventory (from prior study)
b) Condition Assessment (based upon on-site visual observations)
c) Life and Valuation Estimates
d) Fund Status
e) Funding Plan
*Note- Updates are reliant on the validity of prior Reserve Studies.
C) Level 3 Reserve Study (Update, No-Site-Visit/Off-Site Review)- A Reserve Study update with no
on-site visual observations in which the following three tasks are performed:
a) Life and Valuation Estimates (from prior study - updated)
b) Fund Status
c) Funding Plan
*Note- Updates are reliant on the validity of prior Reserve Studies.
24) Percent Funded
A comparison of the Fully Funded Balance (ideal balance) to the Fiscal Year Actual Start Balance
expressed as a percentage, and used to provide a ‘general indication’ of reserve strength. See
Calculations Appendix.
25) Quantity
The number or amount of a particular reserve component or subcomponent.
26) Remaining Life (RL)
The estimated time, in years, that a reserve component can be expected to continue to serve
its intended function. Projects anticipated to occur in the current fiscal year (but have not
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Defini ons Appendix
been approved) have a remaining life of “zero”.
27) Replacement %
A percentage of the total replacement for a particular reserve component or subcomponent.
This parameter is normally 100%.
28) Reserve Allocation
The amount to be annually budgeted towards reserves based on a Funding Plan.
29) Reserve Component (or subcomponent)
The individual line items in the reserve study, developed or updated in the physical analysis that form
the building blocks of the reserve study. They typically are:
A) association responsibility,
B) with limited useful life expectancies,
C) predictable remaining useful life expectancies,
D) above a minimum threshold cost,
E) and, as required by statutes.
30) Restoration
Defined as to bring back to an unimpaired or improved condition. General types follow:
A) Building- In general, funding utilized to defray the cost (in whole or part) of major building
components that are not necessarily included as line items and may include termite
treatment.
B) Irrigation System- In general, funding utilized to defray the cost (in whole or part) of sectional
irrigation system areas including modernization to improve water management.
C) Landscape- In general, funding utilized to defray the cost (in whole or part) of sectional
landscape areas including modernization to improve water conservation & drainage.
31) Risk Factor (Percent Funded)
The associated risk of the availability of reserves to fund expenditures by interpreting the Percent
Funded parameter as follows:
A) 70% and above- LOW
B) 31% to 69%MODERATE
C) 30% and below- HIGH
*High risk is associated with a higher risk for reliance on special assessments, loans and litigation.
32) Unit Cost
The current fiscal year’s estimated cost to maintain, replace, repair, or restore an individual “unit of
measure” of a reserve component or subcomponent to its original functional condition.
33) Unit of Measure
A system of units used in measuring a reserve component or subcomponent (i.e. each, lineal feet,
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Defini ons Appendix
square feet, etc.).
34) Useful Life (UL)
Total Useful Life or Depreciable Life. The estimated time, in years, that a reserve item can
be expected to serve its intended function if properly constructed and maintained in its
present application or installation.
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Disclosures Appendix
Items Beyond the Scope of this Report
This reserve study has been conducted to outline a financial plan for the proper and adequate budgeting of the
Association component repair and/or replacement. This report should not be utilized for any other purpose and
should not be considered or deemed appropriate or reliable for, but not limited to, any of the following:
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Building or land appraisals for any purpose
State or local zoning ordinance violations
Building code violations
Soils conditions, soils contamination or geological stability of site
Engineering analysis or structural stability of site
Air quality, asbestos, electromagnetic radiation, formaldehyde, lead, mercury, or radon
Water quality or other environmental hazards
Invasions by termites and any or all other destroying organisms or insects
Damage or destruction due to pests, birds, bats or animals to buildings or site
Adequacy or efficiency of any system or component on site
Specifically excluded reserve items
Septic systems and septic tanks
Buried or concealed portions of swing pools, pool liners, Jacuzzis/spas or similar items
Items concealed by signs, carpets or other things
Missing or omitted information supplied by the Association for the purposes of reserve study
preparation
Hidden improvements such as sewer lines, water lines, or other buried or concealed items
Qualifications
We are a professional business in the market to prepare Reserve Studies for Common Interest Development
(CID) properties, seeking a budgeting tool to adequately fund for expected future expenditures related to
community owned components. All of our Reserve Analysts’ are designated with either the RS or PRA
designations which are given by the two leading industry organizations which require peer review, continuing
education and provide resources to stay on top of industry trends.
Disclosures
The below disclosures are in accordance with reserve study standards developed by CAI, APRA and statutory
requirements for reserve studies completed in Washington State.
1. Invasive Testing
Estimated life expectancies and life cycles are based upon conditions that were readily accessible and
visible at the time of the site visit. We did not destroy any landscape work, building walls, or perform any
methods of intrusive/invasive testing during the site visit. In these cases, information may have been
obtained by contacting the contractor or vendor that has worked on the property. The physical analysis
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Disclosures Appendix
performed during this site visit is not intended to be exhaustive in nature and may include
representative sampling.
2. Representative Sampling
This study and report is based on observations of the visible and apparent conditions of a reasonable
representative sampling of the property’s elements at the time of inspection. Although due diligence
was performed during the inspection phase, we makes no representations regarding latent or concealed
defects that may exist. The inspection did not constitute any invasive investigations and was not
intended to determine whether applicable building components, systems, or equipment are adequate
or in compliance with any specific or commonly accepted design requirement, building code, or
specification. Such tasks as material testing, engineering analysis, destructive testing, or performance
testing of building systems, components, or equipment are not considered as part of the scope of work,
nor are they considered by the reserve study industry standard.
3. Conflicts of Interests
As the preparer of this reserve study; the Reserve Analyst certifies that we do not have any vested
interests, financial interests, or other interests that would cause a conflict of interest in the preparation
of this reserve study.
4. Reliance on Client & Vendor Data Provided
Information provided to the preparer of a reserve study by an official representative of the association
regarding financial, historical, physical, quantitative or reserve project issues will be deemed reliable by
the preparer. A reserve study will be a reflection of information provided to the preparer of the reserve
study. The total of actual or projected reserves required as presented in the reserve study is based upon
information provided that was not audited. A reserve study is not intended to be used to perform an
audit, an analysis of quality, a forensic study or a background check of historical records. A site visit
conducted in conjunction with a reserve study should not be deemed to be a project audit or quality
inspection. The results of this study are based on the independent opinion of the preparer and their
experience and research during the course of their career in preparing Reserve Studies. In addition the
opinions of experts on certain components have been gathered through research within their industry
and with client’s actual vendors. There is no implied warrantee or guarantee regarding our life and cost
estimates/predictions. There is no implied warrantee or guarantee in any of our work product. Our
results and findings will vary from another preparer’s results and findings. A Reserve Study is necessarily
a work in progress and subsequent Reserve Studies will vary from prior studies.
5. Update to Prior Reserve Studies
Level II Studies: Quantities of major components as reported in previous reserve studies are deemed to
be accurate and reliable. The reserve study relies upon the validity of previous reserve studies. Level III
Studies: In addition to the above we have not visited the property when completing a Level III “No Site
Visit” study. Therefore we have not verified the current condition of the common area components. It is
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Disclosures Appendix
assumed all prior study component information related to quantities, condition assessments, useful life
and remaining useful life are accurate.
6. Assumption Regarding Ongoing Maintenance
The projected life expectancy of the major components and the funding needs of the reserves of the
association are based upon the association performing appropriate routine and preventative
maintenance for each major component. Failure to perform such maintenance can negatively impact
the remaining useful life of the major components and dramatically increase the funding needs of the
reserves of the association.
7. Assumptions Regarding Defect in Design or Construction
This Reserve Study assumes that all construction assemblies and components identified herein are built
properly and are free from defects in materials and/or workmanship. Defects can lead to reduced useful
life and premature failure. It was not the intent of this Reserve Study to inspect for or to identify defects.
If defects exist, repairs should be made so that the construction components and assemblies at the
community reach their full and expected useful lives. We have assumed any and all components have
been properly built and will reach normal, typical life expectancies. In general a reserve study is not
intended to identify or fund for construction defects. We did not and will not look for or identify
construction defects during our site visit.
8. Basis of Cost Estimates
Pricing used for the repair or replacement costs indicated in this report are derived from a variety of
sources, e.g., recent contractor bids received by subject property HOA or prior clients, construction
product vendor catalogs, internet, or national construction cost estimating publishers (RS Means /
Marshall & Swift). The material and labor pricing provided are estimates and have been augmented, as
necessary, to account for specific site conditions (i.e. material handling, scaffolding, etc.). The total
expenses represent a useful guideline whereby reserve funds can be accumulated for future repairs and
replacements. The estimated repair and replacement expenses, unless otherwise noted, do not include
allowances for architectural, engineering, or permitting fees.
9. Limitations on Report Use
A reserve study is not intended to be used to perform an audit, an analysis of quality, a forensic study or
a background check of historical records. A site visit conducted in conjunction with a reserve study
should not be deemed to be a project audit or quality inspection. This Reserve Study is provided as an
aid for planning purposes and not as an accounting tool. Since it deals with events yet to take place,
there is no assurance that the results enumerated within it will, in fact, occur as described. Additionally,
other unanticipated expenses may arise that are not included within this reserve study. This reserve
study should be reviewed carefully. It may not include all common and limited common element
components that will require major maintenance, repair, or replacement in future years, and may not
include regular contributions to a reserve account for the cost of such maintenance, repair, or
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Disclosures Appendix
replacement. The failure to include a component in a reserve study, or to provide contributions to a
reserve account for a component, may, under some circumstances, require you to pay on demand as a
special assessment your share of common expenses for the cost of major maintenance, repair, or
replacement of a reserve component.
10. Required Disclosure - RCW 64.34.382
This reserve study should be reviewed carefully. It may not include all common and limited common
element components that will require major maintenance, repair, or replacement in future years, and
may not include regular contributions to a reserve account for the cost of such maintenance, repair, or
replacement. The failure to include a component in a reserve study, or to provide contributions to a
reserve account for a component, may, under some circumstances, require you to pay on demand as a
special assessment your share of common expenses for the cost of major maintenance, repair, or
replacement of a reserve component.
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Sample Reserve Study - Museum
Component Index
Descrip on
Replacement
Page
A/C Units, Ceiling Mounted (Mitsubishi) - Replace
A/C Units, Floor Mounted (Mitsubishi) - Replace
Accessibility Li
Acous c Tile Suspended Ceiling - 5% Repair Con ngency
Acous c Tile Suspended Ceiling - Refinish
Acous c Tile Suspended Ceiling - Replace
Air Handling Unit (11,230 CFM) - AHU #3
Air Handling Unit (5,175 CFM) - AHU #2
Air Handling Unit (800 CFM) - AHU #1
Appliances - Dishwashers
Appliances - Microwaves
Appliances - Refrigerators
Appliances - Sinks
Backflow Device for Mechanical
Backflow for Fire System
Bathroom Countertops
Bathroom Par ons
Bathroom Sinks
Bathroom Urinal Par on
Bathroom Urinals
Bathroom Water Closets
Boiler, Electric (563 MBH) - EB #1
Cabinets
Cabinets & Countertops - Refurbish
Carpet Flooring - Auditorium
Carpet Flooring - Lower Level
Carpet Flooring - Sherry Grover Gallery
Carpet Flooring - Upper Level
Chairs - Stackable Classroom
Chairs - Stackable Fabric Covered
Chemical Feeder
Cinema Projec on System
Cinema Sound System - Retrofit
INVALID_CATGROUP Con nued
2032
38
2032
38
2037
38
2021
39
2021
39
2032
39
2032
40
2032
40
2032
40
2030
41
2022
41
2030
41
2047
41
2027
42
2027
42
2047
42
2032
42
2047
43
2032
43
2047
43
2047
43
2027
44
2042
44
2047
44
2022
45
2022
45
2022
45
2022
46
2032
46
2032
46
2027
47
2027
47
2027
47
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Page 101
Sample Reserve Study - Museum
Component Index
Descrip on
Replacement
Page
Classroom Projector
Classroom Projector Screen
Compressors 2hp, 29 Gallon
Computer Equipment
Computer Equipment
Concrete Flooring Refinish - Auditorium
Concrete Flooring Refinish - Lower Level
Concrete Flooring Refinish - Main Level
Curtains
Curtains Power Control and Track System
Dampers, Fire /Smoke
Dampers, Motorized Control
Day Lounger
Desk
Display Pedestal Cabinets
Display Tables
Downspouts
Drinking Fountain
Duel Sump Pump
Duel Sump Pump Controls
Elevator Cab Refurbish & Door Package
Elevator System - Maintenance/Repairs
Elevator System - Modernize/Upgrade
Exhibit Display Cabinet
Exhibit Display Pedestal
Expansion Tanks
Exterior Metal Doors
Exterior Surfaces - Pressure Wash
Fans, Exhaust (300 CFM) - EF #1-2
Fans, Exhaust (340 CFM) - EF #2-1
Fans, Exhaust (380 CFM) - EF #L-1
Fans, Exhaust (850 CFM) - EF #1-1
Fans, Scavenger (2,000 CFM) - #SF-L-1
INVALID_CATGROUP Con nued
2027
47
2037
48
2032
48
2020
48
2020
48
2037
49
2037
49
2037
49
2037
50
2037
50
2042
50
2042
51
2022
51
2042
51
2042
51
2042
52
2042
52
2022
52
2024
52
2036
53
2030
53
Unfunded
53
2042
54
2042
54
2042
54
2032
55
2042
55
2017
55
2027
56
2027
56
2027
56
2032
56
2032
57
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Page 102
Sample Reserve Study - Museum
Component Index
Descrip on
Replacement
Page
Fire System - Tes ng & Minor Repairs
Fire System Panel - Upgrade/Modernize
Fire System Sprinkler Heads - Replace
Fluid Cooler, Closed Loop
Furnishings - Business Office
Furnishings - Marke ng Office
Generator - 14 KW
Glass Storefront Entry Door Auto Openers
Glass Storefront Entry Doors
Greenscreen Metal Vine Wall
Gypsum Board Suspended Ceiling - 5% Repair Con ngency
Gypsum Board Suspended Ceiling - Refinish
Gypsum Board Suspended Ceiling - Replace
Hardwood Flooring Refinish - Grand Staircase
Hardwood Flooring Refinish - Main & Upper Level
Hardwood Flooring Refinish - Stage
Hardwood Flooring Replace - Grand Staircase
Hardwood Flooring Replace - Main & Upper Level
Hardwood Flooring Replace - Stage
Heat Pumps - 3.5 Ton Geothermal Water to Air
Heat Pumps - Main and Upper Level HVAC
Humidifier - HUM #1
Humidifier - HUM #2
Interior Doors
Interior Surfaces
Kaleidescape Server
Keri Systems - Key Fob System Upgrades
Ligh ng - Cove Light Fixtures
Ligh ng - Exhibit Track Fixtures
Ligh ng - Pendant Linear Fluorescent Fixtures
Ligh ng - Recessed 2' x 2' Fixtures (Lower Level)
Ligh ng - Recessed Mul lamp Fixtures
Ligh ng - Recessed/Pendant Single Fixtures
INVALID_CATGROUP Con nued
Unfunded
57
2037
57
2037
58
2032
58
2032
58
2032
59
2037
59
2032
59
2032
60
2052
60
2032
60
2032
61
2052
61
2017
61
2022
62
2022
62
2052
62
2052
63
2052
63
2032
63
2032
64
2027
64
2027
64
2052
65
Unfunded
65
2020
65
2024
66
2037
66
2037
66
2037
67
2037
67
2037
67
2037
68
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Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 103
Sample Reserve Study - Museum
Component Index
Descrip on
Replacement
Page
Louver Sun Shade System - Replace
Louver Sun Shades - Paint (both sides)
Metal Siding - Refinish
Metal Siding - Replace
Office - Computer Equipment
Par on Walls
Piping - Geothermal
Pocket Doors
Projec on Screen with Power Li
Pump, Circula on - Geothermal
Pump, Circula on Controls - Geothermal
Pump, In-Line Water Pump
Pump, In-Line Water Pump
Recessed Fixtures
Roof Deck - Guard Rail
Roof Deck - Paver System
Roof Hatch
Roo op Garden - Membrane
Roo op Garden - Renovate
Sea ng - Theatre Style
Security - Cameras Replace
Security - DVR Unit Moderniza on/Upgrade
Sewer Mains
Sherry Grover - Display Cabinets
Sherry Grover - Display Table Case
Sherry Grover - TV
Single Ply Membrane (PVC) - Replace
Skylights
Small Tables
Solar Panel Moun ng Brackets
Solar Panels - Replace
Solar Panels Controller - Replace
Stanchions
INVALID_CATGROUP Con nued
2052
68
2032
68
2032
69
2052
69
2020
69
2032
69
Unfunded
70
2022
70
2037
70
2024
71
2036
71
2024
71
2024
72
2032
72
2042
72
2042
72
2042
73
2042
73
2027
73
2037
74
2024
74
2024
74
Unfunded
74
2042
75
2042
75
2022
75
2042
76
2042
76
2042
76
2042
77
2027
77
2027
77
2032
77
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Sample Reserve Study - Museum
Component Index
Descrip on
Replacement
Page
Stone Veneer - 50% Repair Con ngency
Storage Cabinets
Storefront Type (Exterior) - Repair
Storefront Type (Exterior) - Replace
Structural Glazing Systems - Repair
Structural Glazing Systems - Replace
Tables - Folding
Tigerwood Rainscreen Siding - Replace
Tile Flooring - Main Level Bathrooms
Tile Flooring - Upper Level Bathrooms
Variable Air Volume Terminal (1,240 CFM) - VAV #2-1
Variable Air Volume Terminal (1,425 CFM) - VAV #2-3
Variable Air Volume Terminal (1,475 CFM) - VAV #1-1
Variable Air Volume Terminal (1,610 CFM) - VAV #1-6
Variable Air Volume Terminal (195 CFM) - VAV #L-1
Variable Air Volume Terminal (2,100 CFM) - VAV #1-2
Variable Air Volume Terminal (2,180 CFM) - VAV #1-5
Variable Air Volume Terminal (425 CFM) - VAV #L-2
Variable Air Volume Terminal (485 CFM) - VAV #2-2
Variable Air Volume Terminal (550 CFM) - VAV #1-4
Variable Air Volume Terminal (660 CFM) - VAV #1-7
Variable Frequency Drive (10 HP) - VFD #2
Variable Frequency Drive (2 HP) - VFD #1
Variable Frequency Drive (20 HP) - VFD #3
Vinyl Flooring - Upper Level Bathroom
Vinyl/Lino Flooring - Classroom Upper Level
Water Heater
Water Heater Circula on Pump 1/6 hp
Water Mains
Water Storage Tank
Window Interior Sun Shades - Replace
Wood Benches
Wood Siding & Overhang - Refinish
INVALID_CATGROUP Con nued
2032
78
2042
78
2032
78
2052
79
2032
79
2052
79
2032
80
2052
80
2052
80
2052
81
2034
81
2034
81
2034
82
2034
82
2034
82
2034
83
2034
83
2034
83
2034
84
2034
84
2034
84
2032
85
2032
85
2032
85
2037
86
2037
86
2027
86
2032
87
Unfunded
87
2042
87
2030
88
2042
88
2017
88
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Sample Reserve Study - Museum | Report # Museum Sample| Reserve Data Analyst | 866.574.5115 | www.rdanorthwest.com
Page 105
Sample Reserve Study - Museum
Component Index
Descrip on
Replacement
Wood Table Sets
INVALID_CATGROUP Con nued
2042
89
Total Funded Assets
Total Unfunded Assets
Total Assets
Page
160
6
166
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