Reserve Studies

Levels of Service

Level 1

Full Reserve Study

with Site Inspection

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Level 2

Update Reserve Study

with Site Inspection

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Level 3

Financial Update Reserve Study

(no Site Inspection)

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CA Civil Code Compliant Reserve Studies

Every SCT Reserve Study comes with California Civil Code Compliant Disclosure Documents.

These pages are the "Reserve Summary" and
"Assessment and Reserve Funding Disclosure Summary"

Level 1 and Level 2 Reserve Studies satisfy California Civil Code requirement to have an on-site reserve study performed every 3 years

Reserve studies are beneficial for HOAs, condominiums, timeshares, commercial properties, schools, and places of worship

Level 1

Reserve Study

Full Reserve Study with Site Inspection - Full Quantification

Level 1 Reserve Studies will include a site visit where the site inspector(s) quantify the association's reserve maintenance responsibilities. Various examples include counting light fixtures, measuring the asphalt, measuring the pool fence, and accounting for pools, spas, and their equipment.

The Site Inspector will assign expected lifetimes, reasonable remaining lives, and estimated maintenance costs to all assets (we use the term 'components') the community is required to maintain on a long-term basis.

When quantifying, we use a variety of methods to get the most accurate data possible.

A Level 1 Reserve Study will only need to be conducted when the association is new and has not had the common area previously quantified, is not confident in the current Reserve Study's component inventory, or if the common area has undergone significant change (usually due to a large project or renovation).

Level 1 and Level 2 Reserve Studies satisfy California Civil Code §5550 requirement of an on-site reserve study every three years.

Level 1

Level 2

Reserve Study

Update Reserve Study with Site Inspection

Level 2 Reserve Studies will include a site visit where the site inspector(s) verifies, visually observes, and analyzes the association's common area.

We encourage board member participation and/or community manager during the site visit for a meeting with the Site Inspector. This way the reserve expenses

The Site Inspector might adjust expected remaining life and estimated costs to any and all components the community is required to maintain on a long-term basis.

A Level 2 Reserve Study should be conducted every three (3) years, unless a Level 1 is required.

Level 1 and Level 2 Reserve Studies satisfy California Civil Code §5550 requirement of an on-site reserve study every three years.

Level 2

Level 3

Reserve Study

Financial Update Reserve Study (without Site Inspection)

Level 3 Reserve Studies will provide an updated reserve study, including fresh reserve disclosure documents for the annual mailing. A site inspection is not conducted, so it is important we know what reserve expenses have taken place over the last year.

As with all reserve studies, we request the most recent financial packet to run the reserve study with the most recent information.

The more planning a board can prepare, the better equipped the reserves will be to handle the projects.

Level 3

SamplE

Reserve Study

Sample Report

Reserve Blurbs

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proposal

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FAQ

more questions?

Fitness Room A fitness room in a clubhouse is a common area maintenance responsibility, and the fitness equipment should be in the reserve study.	Building Exterior	Fun in the Pool While children are not included, many pool maintenance aspects should be included in the reserve study. These could include the pool resurface, tile, deck, and equipment.
Asphalt Parking Lot Asphalt should be identified and quantified in the community's reserve study.	Pool Tiles Most of the pools we see are resurfaced with plaster. There are other options including tile, pebble-tec, quartz, and marble that can extend the useful life of pool resurfacing.	Park Amenities Landscape projects should be considered reserve expenses, as should park amenities including playground equipment, drinking fountains, and park furniture.
building construction	Fence & Gates While perimeter fence and gates are common, condos often have fences and gates between units designated as exclusive use common area.	Sports Court Sports courts including tennis, pickle, and basketball have gained popularity over the last decade. Low in long-term maintenance costs, sports courts can be ideal for 55+ communities.
Billiard Room Clubhouses allow the membership flexibility to change with the interests of the community. Billiard rooms, arts rooms, game rooms, and theaters are various examples.	Pool Area Pools and spas are very common in HOAs. Reserve studies should also include the long-term maintenance of the pool and spa resurface, tile, furniture, fence and gates, and other amenities.	Fitness Free Weights Fitness rooms are often located in clubhouses or pool cabanas. They can include cardio equipment, strength training equipment, and possibly specialty equipment for pilates, yoga, or crossfit.
Park & Bridge Park Amenities is a frequent category in our reserve studies. Turf conversion projects, concrete walkway repairs, BBQs, and park furniture should be identified in a reserve study.	Fence While many fences appear to be similar, there are many distinctions that can cause a difference in cost and expected life. Material (metal, vinyl, wood), height, location, and artistic details will alter component details.

RESERVE STUDIES

Levels of Service

CA Civil Code Compliant Reserve Studies

Level 1

Reserve Study

Level 2

Reserve Study

Level 3

Reserve Study

SamplE

Reserve Study

Request

a

proposal

more questions?

Fitness Room

A fitness room in a clubhouse is a common area maintenance responsibility, and the fitness equipment should be in the reserve study.

Building Exterior

Fun in the Pool

While children are not included, many pool maintenance aspects should be included in the reserve study. These could include the pool resurface, tile, deck, and equipment.

Asphalt Parking Lot

Asphalt should be identified and quantified in the community's reserve study.

Pool Tiles

Most of the pools we see are resurfaced with plaster. There are other options including tile, pebble-tec, quartz, and marble that can extend the useful life of pool resurfacing.

Park Amenities

Landscape projects should be considered reserve expenses, as should park amenities including playground equipment, drinking fountains, and park furniture.

building construction

Fence & Gates

While perimeter fence and gates are common, condos often have fences and gates between units designated as exclusive use common area.

Sports Court

Sports courts including tennis, pickle, and basketball have gained popularity over the last decade. Low in long-term maintenance costs, sports courts can be ideal for 55+ communities.

Billiard Room

Clubhouses allow the membership flexibility to change with the interests of the community. Billiard rooms, arts rooms, game rooms, and theaters are various examples.

Pool Area

Pools and spas are very common in HOAs. Reserve studies should also include the long-term maintenance of the pool and spa resurface, tile, furniture, fence and gates, and other amenities.

Fitness Free Weights

Fitness rooms are often located in clubhouses or pool cabanas. They can include cardio equipment, strength training equipment, and possibly specialty equipment for pilates, yoga, or crossfit.

Park & Bridge

Park Amenities is a frequent category in our reserve studies. Turf conversion projects, concrete walkway repairs, BBQs, and park furniture should be identified in a reserve study.

Fence

While many fences appear to be similar, there are many distinctions that can cause a difference in cost and expected life. Material (metal, vinyl, wood), height, location, and artistic details will alter component details.