Our Services
We provide a select range of reserve study products and options. Browse through our services/packages below.
Compare Reporting Level 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.
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
Update with a site visit
- Single year of service
- 1 Updated report with funding plan
- Onsite review of community
- Establish reserve component list
- Review reserve quantities
- Update life & value estimates
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
3 year loyalty plan
- Three years of service
- 3 Reserve Study Reports
- 1 Update with site visit
- 2 Updates with no onsite review
Compare Reporting Level 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
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.
Level 2
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.
Level 3
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.
Level 4
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.
If you have any questions, our team of reserve study professionals will contact you immediately.
