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Compare reporting level options

We provide a select range of reserve study products and options. Reserve Study reports are mandated by the national ‘Levels of Service’ categories that include three options of service. Each report includes a fully detailed component inventory, life and valuation estimates, fund status and funding plan.

LEVEL 1
LEVEL 1

Full reserve study.

  • Single year of service
  • 1 Full report with funding plan
  • Onsite review of community
  • Establish reserve component list
  • Establish reserve quantities
  • Establish life & value estimates
REQUEST A PROPOSAL
LEVEL 2
LEVEL 2

Update with a site visit.

  • Single year of service
  • 1 Updated report with funding plan
  • Onsite review of community
  • Update reserve component list
  • Review reserve quantities
  • Update life & value estimates
REQUEST A PROPOSAL
LEVEL 3
LEVEL 3

Update without a site visit.

  • Single year of service
  • 1 Updated report with funding plan
  • No onsite review
  • Update reserve component list
  • Review reserve quantities
  • Update life & value estimates
REQUEST A PROPOSAL
PLUS +
PLUS PROGRAM

3 year loyalty plan.

  • Three years of service
  • 3 Reserve Study Reports
  • 1 Update with site visit
  • 2 Updates with no onsite review
REQUEST A PROPOSAL

WHICH LEVEL IS NEEDED?

ALL service packages also include project consultation coupled with an electronic copy of the final report. If you are unsure of what product best suits your needs, our specialists are available to answer any questions you may have. Get started today with a free online reserve study quote.

Reserve study with an on-site visual inspection and property condition assessment. This product is offered to clients undertaking their first reserve study, and serves Associations in need of a comprehensive review and audit of a previous reserve study. Component list and associated measurements are reviewed at this time.

Reserve study update with an on-site visual inspection and property condition assessment. Level 2 reports are for clients intending to update a previous study, typically performed in the third year after the last site-visit based reserve study.

Reserve Study update with no on-site inspection or property condition assessment. This report is typically requested in the years immediately following a reserve study with an on-site review. A prior reserve study is required to establish the basis for the verification and quantification of the component inventory.

Reserve Study Plus+ is three year package. This multi-year offer is ideal for those customers who require a standardized annual price to assist with ongoing budgeting.