RS_Info - California Reserves

Skip to content

Search for:

FREE PROPOSAL
SERVICES
CONTACT

FREE PROPOSAL
SERVICES
CONTACT

Reserve Study Information Form

Please use this online form (or download a PDF version here) to help us learn a little more about your association.

Need to find some additional information or need someone else review?

Save and Edit Later at the bottom of the form to generate a link that can be shared or revisited.

In order to keep your association's Reserve Study Report up to date and accurate, we heavily rely on information provided by the property manager and/or board of directors. If you have questions regarding what information to provide, please email us at contact@californiareserves.com
Association Name*
Special Situations (select all that apply)
- Current or anticipated Special Assessment
- Loan or other Financing
- Construction Defect
- Still on DRE (formerly BRE) Budget
Thanks for letting us know that your association is still under a DRE Budget. We'll be in contact with you to discuss the requirements of your reserve study and necessary documentation.
Special Assessment Purpose
Special Assessment Total Cost
Special Assessment Additional Details
Loan Purpose
Loan Total Amount
Loan Details
Construction Defect Details
Is your association completing an onsite inspection this year?
- Yes
- No
- Unknown
We'll look into that for you. In the meantime, please fill out the rest of the form and let us know if you have any other questions.
Are there any access restrictions to the components? (e.g. entry gate, pool equipment room, utility closet, roof access, clubhouse, etc)
- Yes
- No
How do we obtain access? (onsite lockbox, gate code, keys, onsite contact, etc)
Will we need to meet with anyone onsite?
- Yes
- No
Please let us know if anyone will need to meet with our inspector onsite. This is not required but can be helpful to assist in understanding the association's history and goals. Typically our inspector will meet with the site contact at the beginning of the inspection for 10-25 minutess to discuss and walk the association and then will continue with the remainder of the inspection.
Site Contact Name
Site Contact Cell Number
Site Contact Email
Any additional details we should know about the site contact?
Special Concerns

During the onsite inspection, are there any areas of the association (or previous reserve study) that you would like the inspector to pay special attention to or recount/remeasure?
Details
Component Adjustments

Please list all reserve projects that have been completed or are planned. Include any available cost data or simply email us the approved contract. We will also need to know any additional project details such as: project phasing, share percentage (if the HOA isn't paying the full amount), change orders, etc.
Email
This field is for validation purposes and should be left unchanged.

Save and Continue Later

Copyright 2020 California Reserves, LLC | All Rights Reserved