REQUIRED DETAIL INFO FOR RESERVE STUDY COMPLETION:
ASSSOCIATION NAME:

MANAGEMENT COMPANY:
CONTACT:       PHONE:      FAX:      EMAIL:
ADDRESS:
 
BOARD MEMBER #1
TITLE:
FIRST NAME:       LAST NAME:       
PHONE:           EMAIL:
 
 

BOARD MEMBER #2
TITLE:
FIRST NAME:       LAST NAME:       
PHONE:           EMAIL:
 
 
I. PROJECT DESCRIPTION: (REQURIED FOR NEW ASSOCIATIONS)
PHYSICAL ADDRESS:
CITY:
STATE:       ZIP CODE:
# OF UNITS:
# OF BUILDINGS:
AGE OF PROJECT:
ENTRY CODE (FOR ACCESS TO PROJECT):
TYPE OF EXTERIOR:
TYPE OF ROOFING:
ONSITE CONTACT:      PHONE:      EMAIL:
 

II. FINANCIAL PROFILE: (REQUIRED FOR COMPLETION OF BUDGET, SEE BALANCE SHEET)
CURRENT RESERVE BALANCE: $    AS OF DATE:
PROJECTED YEAR END RESERVE BALANCE: $
 
III. ASSESSMENT INFORMATION:
 
TOTAL AVG.
MONTHLY
TOTAL
ANNUAL
RESERVE CONTRIBUTIONS:
$
x 12 =
$
OPERATING CONTRIBUTIONS:
$
x 12 =
$
TOTAL:
$
x 12 =
$

OR
TOTAL
ANNUAL
 
$
 
$
 
$

Note: If Monthly Contributions vary by the size or type of unit, please forward the breakdown.
 
Any Additional Assessments that have already been scheduled to be imposed or charged,
regardless of purpose, if they have been approved by the board and/or members? If yes, see below.
ASSESSMENT DATE
AMOUNT
PURPOSE
1)   
2)   
3)   
 
ADDITIONAL INFORMATION NOT REQUIRED FOR RESERVE STUDY COMPLETION
IV. CONTACT DETAILS:
POOL COMPANY:
NAME:
EMAIL:
PHONE:
FAX:
 
LANDSCAPE COMPANY:
NAME:
EMAIL:
PHONE:
FAX:
 
ELEVATOR COMPANY:
NAME:
EMAIL:
PHONE:
FAX:
 
V. COMPONENT HISTORY:

COMPONENT TYPE:

DATE COMPLETED

AMOUNT

NOTES

Roof

Painting

Fencing

Pool

Spa

Asphalt

Mechanical

Interior

Fire System

Elevator

Decking

Wood Siding

Termite Treatment

Solar System

Landscaping

Lighting

Other

Other

Other