Update with Site Visit

Make sure your community is keeping up with rising costs and changes!

Recommended by Community Associations Institute at least every three years

Level II, Update, With Site Visit/On-Site Review

A reserve study update in which the following five tasks are performed, based on both the reserve study provider’s on-site evaluation and on information provided by the client and other subject matter experts, as applicable:

  • Component inventory
    • This does not require quantities to be re-established, but it does require a review for a general conformance of the quantities in the study being updated to match the as-built conditions observed as part of the site visit.
    • Components are to be added that were not previously included within the study being updated and which now are anticipated to occur within 30 years.
    • Long-life components are to be recognized as described within the definition of long-life components provided within this document.
  • Condition assessment
  • Life and valuation estimates
  • Fund status
  • Funding plan

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Please complete the online form and attach any relevant document that could help us in developing a more accurate proposal for the community or organization - (e.g. - site map, building blueprints, governing documents, prior reserve study).
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Max. file size: 32 MB.
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