Traditional Reserve Studies (TRS)
Alliance Reserve Services prepares regulator-ready studies that keep your community’s budget realistic, stable, and free from special assessment shocks. Known for one of Florida’s highest acceptance rates, we deliver accurate, defensible reports the first time - backed by 15+ years of experience and thousands of happy clients.
What is a Traditional Reserve Study (TRS)?
A Traditional Reserve Study (TRS) is a forward-looking financial plan that identifies every major shared component in your community—from roofs and pavement to pools, elevators, and generators—and projects when each will need repair or replacement. For associations that also require a Structural Integrity Reserve Study (SIRS), the TRS complements it by covering all remaining common elements not included in SIRS requirements. The result is a clear, data-driven plan that protects property values, reduces financial risk, and minimizes special assessments.
Physical Analysis
Identifies and evaluates the condition of major common area components (e.g., roofs, elevators, pools) to estimate their remaining useful life and replacement costs.
Financial Analysis
Assesses the association’s current reserve fund balance and develops a funding plan to ensure sufficient resources are available for future repairs and replacements.
This study provides a roadmap for associations to manage their financial obligations responsibly, avoiding unexpected expenses and maintaining property values.
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In Florida, conducting a Traditional Reserve Study (TRS) for condominium associations prepares boards for coming budget seasons relating to capital expenditures and deferred maintenance.
Who Needs it?
According to the strategic brief, Traditional Reserve Studies are essential for:
Homeowners Associations (HOAs)
To plan and fund the upkeep of shared amenities and infrastructure without depending on reactive assessments.
Condominium Associations
To comply with state requirements and maintain a strong financial position by budgeting for long-term maintenance and replacements.
Cooperative Housing Corporations
To manage shared ownership assets with transparency and consistency, ensuring adequate reserves for future needs.
Property Managers and Developers
To create accurate, transparent financial forecasts and demonstrate sound long-term planning to owners and buyers.
Sample Reports / Download
Explore sample Traditional Reserve Study (TRS) reports to understand the depth and clarity provided:
Why Choose Alliance Reserve Studies for a TRS?
Highest First-Time Acceptance Rate
Avoid costly rework and resubmissions. Every report is meticulously prepared to meet statutory and DBPR requirements the first time.
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All-Inclusive, Year-Round Support
From initial inspection through post-submission questions, you get a full year of dedicated support from the same expert who prepared your report.
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Predictable, All-Inclusive Pricing
A fixed five-year rate means no hidden fees or surprise charges, even as regulations evolve. You can plan budgets with total confidence.
One Dedicated Expert
Your study is handled start to finish by one certified specialist, ensuring accuracy, accountability, and seamless communication.
Comprehensive & Responsive
We deliver clear, regulator-ready reports quickly, with answers when you need them and no pass-the-baton delays.
Legislative Insight
ERS continuously tracks statutory and policy changes so your reports remain compliant, current, and defensible in future reviews.
"Outstanding Customer Service"
Alliance Reserve Services provide their customers with outstanding customer service, honesty and great prices for the services the company provides. They understand the value of customer service and building relationships with their clients. Our office has been using Alliance Reserve Services for years and Alliance is like family. Alliance Reserve Services goes above and beyond quality customer service. This company is always there to answer my phone call or email with any questions I may have. Whenever our office has a client that needs a report completed, Alliance Reserve Services is who I suggest they call. They’re trustworthy and genuinely care about their clients. Our office highly recommends Alliance Reserve Services for all your residential and commercial inspection needs.
Autumn
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"Very cost effective."
Very cost effective.
Ron
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"I now feel more comfortable about what our reserve study contains"
The team has been very communicative with a great problem solving approach. I now feel more comfortable about what our reserve study contains and that's a great budgeting tool we have now. Thank you!
Loïc
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"Great service, very thorough"
Great service, very thorough and spent time explaining everything in away that was easy to understand.
2025 Board
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"Anastasia was amazing"
Anastasia was amazing and took the time to talk to the current board President and I about the Report and its implications for reserve funding under the new condo laws (SIRS specific).
Megan
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"Super professional, friendly and efficient!"
The entire Alliance Reserve Services team is super professional, friendly and efficient! The on-site super educational for those of us who new to the board and the follow-up communications by email and phone were excellent.
Debbie
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Step by step timeline
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Proposal
We review your property details and requirements, then deliver a clear proposal with scope, pricing, and a fixed five-year rate.
On-site Assessment
Your dedicated project manager inspects building systems and amenities, documenting conditions firsthand—no outsourcing or hand-offs.
Draft Report (45–60 days)
You receive a detailed draft with plain-English guidance, so your board understands the findings before anything is final.
Analysis & Edits
We answer questions, incorporate board feedback, and refine the report for clarity and accuracy.
Final Delivery (~100 days)
A regulator-ready report, formatted to statutory standards and delivered on time.
Year-round Support
Unlimited expert support to help apply findings, stay compliant, and adjust as laws or budgets change.
Frequently Asked Questions
Clear answers to the most common questions - so you can move forward with confidence.
SIRS is required for condos 3 stories and up (and timeshares) and is typically completed every 10 years, or when the budget changes (often yearly). TRS is recommended every 3 years and is not required for HOAs, condos, or timeshares—but is often used to support accurate budgeting and long-term planning. Trying to figure out what you need? Book a consultation and we’re happy to walk you through it!
Yes. We regularly help boards correct or replace rejected reports by identifying compliance gaps and delivering a regulator-ready study that meets current requirements.
Alliance Reserve Studies is known for having one of the highest first-time acceptance rates in the industry. Our reports are prepared with regulatory requirements in mind from the start to avoid rejections and rework.
Pricing depends on your property’s size, scope, and requirements. We provide a clear, fixed proposal upfront, with no hidden fees or surprise add-ons. The best way to determine cost is to book a consultation.
After a proposal and on-site assessment, draft reports are typically delivered in 45–60 days, with final delivery around 100 days, depending on complexity. Boards also receive year-round support after delivery.
It is recommended to update a Reserve Study every 3 to 5 years, or sooner if significant changes occur in the community or its components.
Ready to get your reserve study accepted?
We're here to help. Book a consultation and we'll show you a clear path to compliance - with requirements, timeline, and cost.
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Alliance Reserve Services
5036 Dr Phillips Blvd #1101 Orlando, Fl 32819
Serving all 67 counties of Florida.
