Services offered
We offer a variety of services to meet the needs of most communities or businesses:
Level 1
A Reserve Study in which the following five Reserve Study tasks are performed:
Component Inventory is developed
Condition Assessment (based upon on-site visual observations)
Life and Valuation Estimates
Fund Status
30 Year Funding Plan with 3 funding options
Level 2
A Reserve Study update in which the following five tasks are performed:
Component Inventory verification
Condition Assessment (based upon on-site visual observations)
Life and Valuation Estimates
Fund Status
30 Year Funding Plan with 3 funding options
*Note- Updates are primarily reliant on the validity of prior Reserve Studies.
Level 3
A Reserve Study update with no on-site visual observations in which the following three tasks are performed:
Life and Valuation Estimates are revised based on Manager’s input
Fund Status
30 Year Funding Plan with 3 funding options
*Note- Updates are reliant on the validity of prior Reserve Studies.
Level 4
A Reserve Study kit is provided to Community Managers or members to fill in. We will produce a 30 year funding plan based on that information provided.
Level 5
Special assistance add-ons. We have several options to assist Communities or Businesses present, implement and update their funding plans on a regular basis. Please call our helpful office staff to discuss options for your community.
View a Sample Report