Request for Proposal

Request for Proposal (initial report)

Note- Complete this form for a Level 1 Full/Initial Report (with site-visit) that provides component identification/quantification. If you have a prior Reserve Study Report on file that requires an update, then complete the RFP (Update Report) form.

Name *
First
Last

Phone Are Fiscal

Email *
Phone *
Affiliation/Title *
How are you affiliated with this community/entity?
Community/Entity Name *
Community/Entity Address *
Address Line 1
City
State
We will utilize Google Earth to view the property using this address.
Number of Units *
General Type *
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 *
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,chiller-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.
Comments/Notes
File Upload

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If applicable, upload any helpful file(s).
How did you find us? *