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Site Inspection

When doing a first time or reinspection job, we will perform a comprehensive on-site inspection of the property. The work will include identifying and inventorying qualifying component assets, taking measurements, photographs, and collecting condition assessment data.

The Initial Meeting

All work requiring site inspections will begin with an initial meeting either on-site, by a phone conference call, or through a Zoom meeting.  In this meeting, we typically discuss the overall work process, property details, and any relevant issues.  For services that do not include a site inspection, the client can request a phone conference call or Zoom meeting at their discretion.

Financial Analysis

For all reserve studies, a financial analysis will be performed.  Current reserve financial data, including reserve contributions and fiscal year-end reserve fund balance projections, will be inputted.  From there, recommended reserve funding contribution amounts will be calculated using two funding plans (segregated straight-line and 30-year pooled cash flow).

Report Submission & Review

Once the initial draft report is completed, a PDF copy will be emailed for review.  At the client's discretion, a follow-up phone conference call or Zoom meeting can be scheduled to discuss and review the findings.  If needed, any changes or revisions will be made at this time.  Once the client is satisfied with the report, a final version will be submitted.

Getting Started

Upon contacting us, we will gather some necessary information on your property and submit a proposal to perform the services requested. If accepted, we will provide you with a confirmation and schedule the work accordingly.

Physical Analysis

Once back in the office, we will begin the report preparation, starting with the physical component analysis. This process involves contacting vendors, reviewing past projects, performing quantity takeoffs from field measurements or, when plans are available, On-Screen Takeoff.  Relevant costs and life expectancies will also be calculated.

HOW IT WORKS

Getting Started

Upon contacting us, we will gather some necessary information on your property and submit a proposal to perform the services requested. If accepted, we will provide you with a confirmation and schedule the work accordingly.

Initial Meeting

All work requiring site inspections will begin with an initial meeting either on-site, by a phone conference call, or through a Zoom meeting.  In this meeting, we typically discuss the overall work process, property details, and any relevant issues.  For services that do not include a site inspection, the client can request a phone conference call or Zoom meeting at their discretion.

Site Inspection

When doing a first time or reinspection job, we will perform a comprehensive on-site inspection of the property. The work will include identifying and inventorying qualifying component assets, taking measurements, photographs, and collecting condition assessment data.

Physical Analysis

Once back in the office, we will begin the report preparation, starting with the physical component analysis. This process involves contacting vendors, reviewing past projects, performing quantity takeoffs from field measurements or, when plans are available, On-Screen Takeoff.  Relevant costs and life expectancies will also be calculated.

Financial Analysis

For all reserve studies, a financial analysis will be performed.  Current reserve financial data, including reserve contributions and fiscal year-end reserve fund balance projections, will be inputted.  From there, recommended reserve funding contribution amounts will be calculated using two funding plans (segregated straight-line and 30-year pooled cash flow).

Report Submission & Review

Once the initial draft report is completed, a PDF copy will be emailed for review.  At the client's discretion, a follow-up phone conference call or Zoom meeting can be scheduled to discuss and review the findings.  If needed, any changes or revisions will be made at this time.  Once the client is satisfied with the report, a final version will be submitted.

HOW IT WORKS