Three levels of service. One standard of analysis.
Most associations start with a full study, then keep it current with lighter updates in between. Each level uses the same component data and the same funding model — the difference is how much fieldwork goes into it.
What's included at each level
Not sure which one fits? Tell me when your last study was done and I'll recommend the smallest scope that will hold up.
| Scope | Level IFull Reserve Study | Level IIUpdate with Site Visit | Level IIIUpdate without Site Visit |
|---|---|---|---|
| On-site component inspection | Included | Included | Not included |
| Full component inventory built from scratch | Included | Not included | Not included |
| Inventory reviewed and adjusted | Included | Included | Included |
| Quantity take-offs and measurements | Included | As needed | Not included |
| Remaining useful life re-assessed on site | Included | Included | Not included |
| Replacement costs refreshed to current pricing | Included | Included | Included |
| 30-year cash flow and funding model | Included | Included | Included |
| Percent funded calculation | Included | Included | Included |
| Contribution scenarios (baseline / threshold / full) | Included | Included | Included |
| Board presentation call | Included | Included | Optional |
| Typical cadence | Every 5 years | Every 3 years | Annually |
Fees depend on unit count, number of buildings, and component complexity. Every proposal is quoted as a fixed price before work begins — no hourly surprises.
What lands in your inbox
Delivered as a PDF report plus the underlying spreadsheet model.
Executive summary
Two pages your board can read before a meeting: funding status, the risk, and the recommendation.
Component inventory
Every reserve component with quantity, unit cost, useful life, remaining life, and source of the estimate.
Funding analysis
Thirty years of projected expenditures, interest, contributions, and ending balances.
Scenario comparison
What happens if you hold contributions flat, step them up, or fund to threshold.
Photo documentation
Dated site photos tied to the components they support.
Working spreadsheet
The model itself, so next year's treasurer isn't starting over.
Not sure which level you need?
Send the property details and the date of your last study — I'll tell you the smallest scope that will actually serve the board.