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A reserve fund study is a report that assists condo corporations in understanding what they own, how much money they have, the timing of potential replacements, future costs, and, ultimately, how to pay for the replacements when they are due. CubeDrive helps the condominium manager translate their reserve fund study from MS Excel to online application with ease.

Existing Excel problem

In general, the reserve fund study is prepared by the engineer. Engineers will utilize a Reserve Fund Study template, frequently a complex Excel spreadsheet with many algorithms. Engineers will input data and supplement this document with a detailed narrative that analyses and reports the building’s condition.

Here comes some issues for the existing Excel solution:

  • Multiple engineers can not enter data at the same time.
  • Customers can not access the data from any device, anytime, anywhere.
  • Change the Excel template will involve in lots of update work.
  • Can not set the fine grained control for the data access.
  • Not time and cost effectively.

Reserve fund study Online Solution

CubeDrive helps the engineer move the reserve fund study from Excel to online application with ease. It allows customers easily access the data from any device, anytime, anywhere with the fine grained control. And all data can be exported as MS Excel. With CubeDrive form and flow, managing your reserve funds accurately has never been easier.

chart Tip: Different engineers can enter the data separately, even with their mobile, and a reserve fund study report can be generated automatically online.

Create different forms

Before business creates the project and put all data together, they need generate the related applications. In this example, the following forms are created:

  • Condo list - A form includes all the condo which will be used for the Reserve Fund Study.
    • condo Tip: Condo list form is the data source of the project which will be used for generate report, such as: Year build, name etc.
  • Mechanical system - For each condo, this form lists the mechanical costs related to the different Mechanical Type.
  • Civil architectural - For each condo, this form lists the civil architectural costs to the different Architectural Type.
    • chart Tip: engineer can choose different Architectural type to enter the cost.
  • Electrical system - For each condo, this form lists the electrical costs for the different Electrical Type.
  • Mechanical Type - list all the Mechanical Types for the condo.
  • Civil Type - list all the Architectural Types for the condo.
  • Electrical Type - list all the Electrical Types for the condo.
    • chart
Tip: Manager only need share [CIVIL, ARCHITECTURAL] form to the civil engineer to fill the data. Business can create as many form as needed.

Create project

Login to the CubeDrive account, manager needs to click Kanban management icon on the sidebar to start building the reserve fund study with a drag and drop method. See the following example for the existing one.

  • Left panel lists all condoes which will be used to generate the Reserve fund study.
  • Central panel lists the detail information related to the selected condo. For example, click "CIVIL, ARCHITECTURAL" will popup all the civil data relate to this condo.
  • Manager can easily view the amount of items for each type.
chart Tip: you can move the mouse around the item, a popped link will appear for the business to view the detail information.

Project related information is configured by the business. Business can setup condition and status as needed.

chart Tip: Click "Edit Kanban Flow", business will be able to configure the project as needed.

Generate Reserve Fund Study report

Before business can generate report, the following setting need to be processed. You can navigate to "Basic" tab and click "Setting" to process configure:

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With all the raw data input into the system by the engineers, the manager will be able to generate the Reserve Fund Study report.

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Click the "Generate report" link, the system will extract the related information from the above forms and generate an online spreadsheet with customer required format for future reference. Customers can export it as a MS Excel file.

chart Tip: Please click this LINK to download the exported Excel file.

Tasks

For each condo item, business can also setup task with custom categories. Business can assign the task to the different engineer, such as: reminder, due date, priority etc.

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Touch

You can access all of your project information from a mobile device.

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