Reserve study information packet
Tell us about your community
Before we begin your reserve study, we need some details about your property and its finances. This online packet replaces the Property Site Information and Property Financial Information forms. One person completes both, in a single guided set of steps.
What the packet covers
- Community name, address, management company and your contact details
- Property profile, including any previous reserve study
- Buildings, roofing and siding
- Common-area elements such as paving, pools, clubhouses and fencing
- Replacement history for major components
- Reserve funds and the current budget
- Loans, special assessments, planned projects and insurance
- A final review and acknowledgment
What to gather first
- The number of units and buildings
- Your most recent reserve study, if you have one
- The current operating budget and reserve contribution
- Recent reserve account balances
- Dates and costs of past roof, siding, paving and other major work
- Details of any loans or special assessments
- Projects planned for the next few years
- Insurance carrier and deductible information
If you don't know an amount, you can mark it as unknown and keep going.
Questions before you start? Contact us.