Reserve Study Services for California HOAs
Clear deliverables, predictable timelines, and reports your board can actually use.
Full Reserve Study
A comprehensive reserve study including on-site inspection, component inventory, condition assessment, remaining useful-life analysis, and a board-ready funding plan with multiple scenarios.
What's Included
- On-site visual inspection of all accessible major components
- Complete component inventory with condition ratings
- Useful life and remaining useful life for each component
- Current replacement cost estimates using local SoCal data
- Multiple funding scenarios (threshold, full, baseline)
- 30-year cash flow projection
- Photo documentation
- Executive summary for board distribution
- Board presentation support (optional add-on)
Who This Is For
- Associations that have never had a reserve study
- Communities whose last study is more than 3 years old
- Boards preparing for major capital projects
- Managers onboarding new associations
- Self-managed HOAs needing compliance support
Annual Reserve Update
California law requires annual review of your reserve study. Our update service keeps your financials current without the cost of a full study.
What's Included
- Updated cost estimates reflecting current pricing
- Revised funding scenarios based on actual spending
- Inflation and interest rate adjustments
- Board budget integration support
- Quarterly review guidance document
- Manager-ready summary deliverables
Who This Is For
- Associations with a current full study (less than 3 years old)
- Boards preparing their annual budget
- Managers maintaining compliance for multiple communities
Reserve + Elevated Elements Planning
For buildings with balconies, decks, stairways, or elevated walkways. Combines your reserve study with SB 326 and SB 721 compliance planning so nothing falls through the cracks.
What's Included
- Everything in the Full Reserve Study
- Elevated-element component inventory
- SB 326 (condos) / SB 721 (apartments) coordination
- Capital project phasing roadmap
- Inspection timeline and compliance calendar
- Reserve funding alignment with repair schedules
- Compliance gap analysis
Who This Is For
- Condo associations with balconies, decks, or walkways
- Buildings approaching SB 326/721 inspection deadlines
- Boards budgeting for major structural repairs
- Managers who want a single coordinated plan
Board Meeting Presentation
Add board meeting support to any service. We attend your meeting (in person or via Zoom) to walk the board through findings, answer questions, and help communicate results to homeowners.
Add This to Your QuoteHow It Works
Tell Us About Your Community
Fill out our intake form with your association details. Takes about 3 minutes.
Get Your Scope & Range
We respond within 1 business day with a preliminary scope, timeline, and pricing range.
Proposal With Options
Choose the service tier and add-ons that fit your community. No pressure, no surprises.
Get a Quote for Your Community
Tell us about your association and we'll scope your project within one business day.
Request Your Free Quote