A budget planning tool that identifies the current status of a Reserve Fund and a Funding Plan to offset the anticipated expenditures for the major repairs and replacement of components, elements, or assets, for which a corporation or association is responsible.
A budget planning tool that identifies the current status of a Reserve Fund and a Funding Plan to offset the anticipated expenditures for the major repairs and replacement of components, elements, or assets, for which a corporation or association is responsible.
The AMP includes detailed projections of operating revenues, operating expenses, and if necessary, current or projected loan payments. With the added context of operations and goals, the optimal reserve fund contributions are forecasted clearer than in a Depreciation Report/Reserve Fund Study.
The best practice when faced with a need for replacement or upgrade of a property component is to evaluate at least three options.
OurCastle uses the ENERGY STAR Portfolio Manager online platform to set up
seamless data aggregation by connecting BC Hydro and/or FortisBC services.
I am the founder of OurCastle and expert in strategic real estate stewardship. My work lives at the intersection of finance, construction, and long-term planning. I bring together technical analysis, on-site experience, and real-world practicality to help real estate organizations plan smarter, spend wiser, and protect the long-term value of their buildings.
I believe that good planning isn’t just about data, it’s about judgment. Knowing when to repair vs. replace, when to invest vs. wait, and how to communicate tradeoffs clearly. Every recommendation I make is rooted in objectivity, no-nonsense pragmatism, and long-term thinking.
Are you looking to protect the value of your assets or enhance service delivery across your organization? Tired of cookie-cutter consultants who show up with a template and leave you with more questions than answers?
At OurCastle, we use proven tools, but never in a vacuum. Whether it’s a Depreciation Report, an Asset Management Plan, procurement support, or project liaising, we work with you to ensure every deliverable fits your actual needs, timelines, and budget realities.
OurCastle doesn’t just deliver documents. We deliver decision-making tools. Every report is crafted to guide actionable planning, not just meet regulatory checkboxes.
Every property is unique. We take the time to understand your building, organizational requirements, governance style, and goals. Our tools are never one-size-fits-all.
Our reports are designed to be easily presented to ownership groups, with visual summaries, funding strategies, and built-in presentation support.
In addition to planning, we offer procurement support and project liaising, ensuring the full spectrum of client needs is met.
Our reputation is built on delivering tools that drive results. Informative meetings, detailed conversations, and collaborative planning are key to our method.
Want to see what that feels like?