What is the Catch Up Per Unit Monthly?

The Catch Per Unit Per Month allows the board to raise association reserve dues by line item in order to get closer to the 100% funding level. In this example, if each unit increased its reserve funding by $197.58 per month, that would mean that all components in the reserve study would be 100% funded by the time their remaining life got to zero.

Does that mean we have to raise our dues from $173.63 by another $197.14? The answer is yes, but that is a tall order for homeowners to grasp. Most homeowners would balk at raising due by the amount. So, what do you do? Take a look at the example below to provide the answer.

 

How Dues Can Be Increased based on each line item.
Example of how to use the Catch up provision in the reserve study.

In the example above, the 36" Perimeter Fence  future replacement cost for painting is $5,679. Its useful life has reached zero meaning it is due for repainting now. However, since the reserve fund is only 67.55% funded, the assigned reserves (what has been saved thus far) is only $3,836.12 ( $5,679 x 67.55%) $1,843 short of the goal.

To have this item fully funded by the end of the fiscal year, the dues would have to be raised by $9.03 per unit for the next 12 months which would provide $1,842.12 ($9.03 x 12 x 17).

Add both together, $1,842.12 + $3,836.12 = $5,678.24, and you have the full amount for the repainting project by the end of the fiscal year.

So, if the reserve study indicates the dues need to be $173.63 Per Unit Monthly, adding $9.03 per unit, or $182.66 Per Unit Monthly would ensure all funds are available for the 36" repainting project at the end of the fiscal year.