About the course

Maintenance plans are the foundation of proper building maintenance but a maintenance plan by itself is not enough.  Regular inspections are required to make sure that preventive maintenance procedures are effective, but inspections by themselves are not enough.  The purpose of reserve studies is to provide a financial plan for the major repair and replacement activities.  A funding plan by itself is not enough. Each of these three items are weak by themselves because of what they don't do - but together maintenance, inspections and reserve studies complement each other and are the three pillars of a good long term maintenance strategy. 

Anderson - Henley - Porter

James Anderson, PE is a Professional Engineer. His specialty is structural engineering. James is the chief operating officer at Becht Engineering in Maryland. James has decades of experience on multiple properties and is an active member of CAI. Andy Henley has over 35 years’ experience in the HOA industry and has served on ProTec’s Executive Leadership Team for over a decade. During his time as operations manager of ProTec he experienced tremendous success. Over that period, ProTec expanded from 200 to 390 employees servicing over 1,200 HOAs across Southern California and Nevada. Gary Porter - Facilities Advisors CEO Gary Porter has provided financial services to condominium and homeowners associations since 1976. He has authored seven books and more than 400 articles on association financial matters and has made dozens of presentations to industry groups. He has been performing reserve studies since 1982. He is also president of the International Capital Budgeting Institute (ICBI). Mr. Porter also holds the FMP (Facilities Management Professional) credential, which designates him as an expert in facilities management, the most critical skill in component condition assessment. He is also a recognized economics and valuations expert and has testified in court more than 50 times as an expert witness.. He holds CAI’s RS (Reserve Specialist) designation and the Registered Reserve Consultant (RRC) credential and is a licensed CPA.

Curriculum

1 Chapter · 1 Lesson

  1. 1

    Maintenance Plans, Inspections, and Reserve Studies

    1. (Included in full purchase)

      Maintenance Plans, Inspections, and Reserve Studies

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