Support for the boards you manage
You already know what a board needs before its next budget meeting: a SIRS when the deadline applies, a reserve study for planning, and an insurance appraisal when the carrier asks for one. We prepare all three, and we work directly with you and the board.
Prepared by Margery J. Schultz, founder
Inspecting buildings since 2008 · 2,000+ reports
How do we get started?
Send the property details through the quote form or call. You get a proposal with the price. You can put the number in front of the board before anything is booked.
What your board receives
Every study ends in a signed report your board can use for its budget.
Component inventory
Every component the association maintains, with quantity, condition, and useful life.
Remaining useful life
For each component, based on the visual inspection.
Replacement cost
By building, with the assumptions documented.
Funding plan
A recommended annual reserve contribution the board adopts with its budget.
A draft to review
The board and manager review a draft, with a walkthrough call.
Final signed report
Ready for your budget and for state reporting where required.
Cost and timing
Every proposal is a fixed fee with a scope and schedule.
Tell us your deadline when you ask for a proposal.
Behind on your SIRS?
If your association hasn't finished its SIRS, start now: site visits and reports take time to schedule.
- Step 1: Send us the association name, number of units, and your deadline.
- Step 2: We send you a proposal.
- Step 3: Talk to your association attorney about any period the association was out of compliance.
This is a plain-language summary, not legal advice. Confirm your association's obligations with your association attorney.
Who we work with
We prepare studies for the people who run Florida and California associations.
Board members
A report and funding plan you can explain to owners and adopt with your budget.
Property managers
One proposal for the board, and a draft to review before it's final.
Association attorneys and CPAs
Signed reports with documented replacement costs and assumptions, ready for budget and state reporting where required.
Reviewed by Margery J. Schultz · Last reviewed:
This is a plain-language summary, not legal advice. Confirm your association's obligations with your association attorney.
Request a proposal
Start with the property details.
Tell us about the community and what the board needs. We’ll reply with a proposal.