Request Reserve Study Proposal

Please complete the below online form and attach any relevant document that could help us in developing a more accurate proposal for your community or organization (e.g., site map, building blueprints, governing documents, prior reserve study, accounting software printout, etc.). 

Our fees for reserve study services are based on the amount of time needed to complete a comprehensive, accurate and reliable study that you can be confident in basing budgeting decisions on. The proposal will be all inclusive unless we specifically indicate otherwise via email. 

Included in our fee is a Boost Your Own Budget Excel Based Worksheet to run what if scenarios. A screenshot of a sample Boost worksheet can be found at the link to the right. 

Our reserve studies are completed by designated and experienced professionals (we do not use trainees), that exceed State minimum reporting standards, and comply with National Reserve Study Standards. We look forward to getting started working with your organization!

I.  CONTACT INFORMATION


II.  Community ASSOCIATION / ORGANIZATION INFORMATION


III.  ASSOCIATION / ORGANIZATION MAINTAINED BUILDING & SITE COMPONENTS 

Check all known building & site components that are the Association's / Organization's responsibility (to be included in the reserve study). 


IV.  ADDITIONAL COMMENTS (optional)


V.  ATTACH FILE (optional)

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