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Pemaquid Reserves Planner

Guiding HOA Reserves Planning for Success

Sign up today to begin your reserves planning journey

Pemaquid Reserves Planner | Guiding HOA Reserves Planning for Success

Pemaquid Reserves Planner is here to help your organization ensure it's ready for whatever the future may hold.

Accurately forecasting your reserve future is crucial to ensuring financial solvency.

Pemaquid™ Reserves Planner is an interactive SaaS (software as a service) web-based solution that puts you in full control of your reserves data. 

Our reserves financial planning software is a component of a reserve study.  Information from a reserve study can either be:

  • Input by an engineering firm as part of the reserve study engagement or

  • Digitally transformed after the reserve study is complete 

Once your reserve study data is uploaded, you can run projections, numerous what-if scenarios, and detailed reports and graphs whenever you wish, allowing you to make data-driven decisions. 

Key Features

Accessibility

User-friendly, web-based application available to you 24x7

Flexibility

Setup allows options for cost per door or cost per square feet

Scalability

Users can add unlimited reserves items, which can be modified or removed at any time, allowing for real-time adjustments to projections

Intelligent Reporting

Full financial dashboard, including inflation rate and interest rate sliding variables

Risk Management

Once a baseline is established, multiple what-if scenarios are included to help you identify and plan for potential risks and vulnerabilities in advance

Empowerment

Your license allows you full control of your data, as well as running projections, forecasts, and reports, giving you a deeper understanding of your reserves and enabling you to make decisions with confidence

Industry Experts

Our world-class software team includes members of HOAs, board members, property managers, and reserve study planners

Collaborators

Standard license allows for one (1) subscription administrator and up to four (4) additional users

Ease of Adoption

We offer Digital Reserve Transformation Services to convert your existing reserves data into our planning solution

Support

We are not just a software company, we're your partners in reserves planning success.  Our dedicated team is always here to assist you on your journey

Benefits of Ownership

This dynamic application is the perfect tool to document baseline data from your engineering reserve study and provide incremental simulation capabilities for future financial projections, supported by detailed reports and graphs:

  • No end-user specialized hardware or additional software required; our product operates in a secured web environment that is fully integrated with existing or new reserve planning studies

  • Flexible platform design extends planning capability from the office to the home simply and efficiently, and provides a tested and a secure environment for all operations and reporting delivery

  • Serves as a centralized inventory of all reserve items, enhanced by attaching photos and quotes to each item, accessible to all users at any time

  • Incorporates required data to answer the questions from organizations like National Reserve Study Standards and the Association of Reserve Analysts, including scenarios for adjusted inflation rates, cash flow, and percent (%) funded calculations

  • Allows your organization to move away from searching “frozen” PDFs, managing multiple spreadsheets, and constantly searching for and updating numerous variables to get the information you need

Our customizable, real-time reserves planning solution will satisfy your organization’s financial reserves forecasting needs.

Services

Each license purchase comes with three hours of live, interactive instruction.  Additionally, we offer:

Ad Hoc Consulting

  • Focused training for individuals and/or teams

  • More in-depth instruction, available in hourly increments

  • Assist in communication of your findings and direction

Extended Engagement

  • Providing in-depth, time sensitive assistance

  • Structured, action-based support to boost ownership

  • Rapid transition to maintenance level operations

Digital Transformation

  • Services to migrate your existing reserves data into the planning tool 

  • Data mapping template and verification testing to ensure accuracy

Customer Testimonials

"We were performing these lifecycle cost analyses for years before condominiums became part of this culture.  Pemaquid’s software can be a good fit for many of our clients.  Certain clients want the ability to check what-if scenarios.  The program allows end users access to try them out.  It can provide a deep dive into an association’s reserve-fund status that discerning clients find beneficial."

Russ Fernandes

Principal and Senior VP – Becht Engineering, Mansfield, MA

"We now have a basis as to where we should be in funding.  As we get closer to the need to replace capital items, it will help us especially with changes in cost."

Jean Whelan

HOA President, Wells, MA

About Us

Putting the power of reserves planning in your hands.

Chris Hafner spent 35 years as an expert in integrating technology with business to improve enterprise performance, process innovation, and profitability.  His professional experiences includes managing and consulting at senior levels with Fortune 150 companies, including over 10 years with a Big 4 Consulting firm, and eventually establishing the Hafner Technology Group (HTG), the parent company of Pemaquid™Reserves Planner.

 

In 2015 Chris and his wife moved into a newly constructed condominium association containing 56 homes on the coast of Maine. Chris was elected and served as a HOA Director for four years. During this time, he observed a need to greatly improve HOA Reserves Planning. Chris’ background provided a catalyst for broader market inquiries and research that revealed Reserves Planning is a much broader issue. 

 

The Pemaquid™ Reserves Planner is inspired by Chris’ cumulative career experience and lessons learned while living in an HOA and serving as its Director. Chris architected, designed, and has developed the Pemaquid™ Reserves Planner based on these experiences. Our desire is to put this dynamic, real-time tool in your hands to educate and support greater understanding and long-term financial stability.

Get in Touch

P.O. Box 892

Kennebunk, ME  04043

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Don't leave your financial future to chance.
Schedule a demo today!

We welcome the opportunity to speak with you and share how we can help your organization achieve reserves planning success.  Our dedicated team is available to provide an overview and demo of the Pemaquid™ Reserves Planner.  We look forward to the opportunity to partner with you!

Thanks for getting in touch!

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