Reserve Study Component Checklist

Prepared by Regenesis.net

Can be Used to Obtain a Reserve Study Proposal

INSTRUCTIONS: To receive a no obligation Reserve Study Proposal, fill in the appropriate blanks and boxes. Fax to 800.979.2313 or email to rich@regenesis.net Questions?  Call 877.579.7779

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Date:___________________, 201__

HOA Legal Name _____________________________________ Address: __________________________________________ __________________________________________

# of ” Homes ” Units:______ # of Phases:_______ Year(s) Built: ______to______

Type of HOA: ” Condominium ” Condominium Conversion? Year Built: ______ ” Homeowner Association or Planned Community

Building Style: ” Stacked ” Townhouse (side by side)
” Mid/High Rise (# of Floors:____) # of Buildings:_____

” President ” Developer ___________________________________

Ph:___________________

Title:_________________ Ph:___________________

Email Address: Address:

Contact Person: Email Address: Company: Address:

_______________________________________
_______________________________________
_______________________________________

___________________________________________

_______________________________________
_______________________________________
_______________________________________
_______________________________________

Items Needed to Do Basic Research (FILL IN BLANK OR CHECK THOSE THAT ARE AVAILABLE) Fiscal Year Starts:____________

Reserve Balance Effective at Beginning of Fiscal Year $__________ ” Governing Documents (Declaration, Bylaws)
” Site Plan
” Blueprints (As Built)

Current Interest Yield?____%

” Insurance Deductible on HOA’s Insurance Policy; $_______
Reserve Study is needed by:_________________________, 201___

Innovative Homeowner Association Management Strategies

Regenesis

Reserve Study Component Checklist

CHECK ALL COMPONENTS MAINTAINED BY THE HOMEOWNER ASSOCIATION

” Barkdust (ONLY CHECK IF EVERY TWO YEARS OR MORE) ” Building Envelope System (CHECK ALL THAT APPLY)

” Cementitious (like Hardiplank) ” Cedar/Redwood
” Vinyl
” Plywood/T1-11

” Brick ” Stone
” Stucco
” Other________________________________

” Carports
” Chimney Caps ” Clubhouse

” Appliances
” Bathroom(s)
” Exercise Equipment
” Flooring
” Furnace/HVAC
” Furniture
” Hot Water Heater
” Paint-Interior
” Recreational Equipment (Pool Table, etc.) ” Window Treatments (Drapes, Blinds, etc.)

” Concrete Sidewalks/Driveways ” Decks
” Elevator(s)
” Entry Access System

” Building
” Entry Gate
” Parking Garage

” Equipment & Tool Inventory ” Fence/Wall

” Brick ” Stone ” Chain Link
” Vinyl
” Wood

” Other:_________________________________ ” Fire Alarm System
” Fire Sprinkler System
” Fountain(s) How many?_____

” Gate-Main Entry How many?_____ ” Gazebo
” Hallway(s)/Lobby-Common
” Hot Water Heat-Central

” Hot Water Heater(s)-Central
” HVAC-Common Areas (Hallway/Stairwells/Lobby) ” Landscaped Grounds

” Lights-Exterior
” Lights-Interior (Common) ” Mailboxes
” Office Equipment
” Paint-Exterior
” Paint-Interior (Common) ” Park

” Play Structure(s) How many?____

” Furniture/BBQ Equipment
” Parking Garage Door(s) How many? ____ ” Parking Garage Exhaust Equipment
” Path(s)
” Paving-Asphalt
” Pool
” Pond/Lake
” Roof

” Composition Shingles
” Cedar Shingles/Shakes
” Cement Tile
” Flat-Built up
” Flat-Rubberized Membrane
” Metal
” Other_________________________________

” Roof-Gutters & Downspouts ” Sauna(s) How many? ____ ” Security Camera System
” Sign(s)

” Main Entry
” Directory
” Street/Directional/Building

” Spa
” Storage-Personal Units ” Tennis Court(s)
” Trash Enclosures
” Trees

” Other __________________________________ ” Other __________________________________ ” Other __________________________________ ” Other __________________________________ ” Special Concerns? Attach details

Innovative Homeowner Association Management Strategies

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