Request for Proposal (update report)

Note- Complete this form to update a prior Reserve Study Report you have on file.  If you do not have a prior report on file, then complete the RFP (Initial Report) form.

Name *

First

Last

Email *

Phone *

Affiliation/Title *{select from list}Board MemberCommunity ManagerGeneral ManagerOther (specify in comments)

How are you affiliated with this community/entity?

Community/Entity Name *

Community/Entity Address *

Address Line 1

City

{select from list}AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingState

We will utilize Google Earth to view the property using this address.

Number of Units *

General Type *{select from list}ApartmentsChurch/SchoolClubCommercialCondominiumCondominium- Mid RiseCondominium- High RiseCooperativeHotelOtherPD- Planned DevelopmentPUD- Planned Unit DevelopmentResortTimeshareTownhome/TownhouseVillas

Are there sub-associations or cost centers with unique reserve items?

• No
• Yes

This typically indicates that additional reports may be required for these entities.

Fiscal Year Ends (mm/dd)

Fiscal year ending Dec-31 would be entered as 12/31 (the default).

Reserve Items to Consider (skip if uploading copy of report below)

• bldg paint-units/entity
• bldg roof-units/entity
• clubhouse-basic/small
• clubhouse-elaborate/large
• deck-balcony
• deck-podium
• deck-walkway
• dock/marina
• elevator
• fence,patio yard-metal
• fence,patio yard-wood
• fence,perimeter-block
• fence,perimeter-metal
• fence,perimeter-wood
• fire alarm control panel
• fire sprinkler system
• fitness equipment/room
• gate/bldg access system
• high-rise structure
• hot water boiler/heater
• hot water-central system
• hvac-central system
• hvac,chillers-central system
• interior hallways
• parking-carports
• parking-under bldg/ground
• parking-structure
• pavement-private drives
• pavement-private streets
• planters-reline/waterproof
• pool/spa/wader
• retention basin
• stairways-interior
• stairways-exterior
• storm drain system
• street lights
• tennis court
• waterscape-dam
• waterscape-lake
• waterscape-stream

List any other additional reserve items to consider under Comments/Notes below.

File Upload

Click or drag a file to this area to upload.

Upload a copy of the prior Reserve Study Report.

Level of Service Requested *

• Level 2 Full Update (with site-visit)
• Level 3 Financial Update (no site-visit)

Copy of prior Reserve Study Report is required to prepare the update.

Comments/Notes

How did you find us? *{select from list}AdvertisementCAICACMLoyal/Repeat CustomerReferralSearch EngineTrade Show or Event

Submit