Sample Reserve Study:
This Sample Reserve Study is for a small planned development project. Notice how each financial exhibit presents a summary by category. This serves two functions; it keeps the report small enough so that it is not too imtimidating, and it allows the reader to focus on the big picture. The detail component list is also presented at the component level as required by industry standards. This is a reserve study report that is easy to understand.
Schedules presenting the details at the component level are presented separate from the report as supplemental information. For those individuals that want to see all the detail supporting the financial exhibits summarized at the component level, this is the place to go. Sample supplemental schedules for the above referenced reserve study are also available for viewing.
We purposely break the report into two separate pieces representing summary and detail information, as it allows the reader to easily determine how much information they want to see.
Sample California Disclosure:
California has very specific requirements regarding the reserve study disclosures that must be provided to members as part of the annual budget package. Our California Disclosure report is designed to fully meet the reserve study portion of those disclosures, and even references the specific Civil Code Sections where the requirements are set forth. This report is designed to save the manager time and make sure that all appropriate reserve study disclosures are made.
Request for Proposal form - Reserve Study:
Please print out, fill out and return to us this Request for Proposal form if you would like for us to submit a proposal to perform your reserve study.
