Nothing is more important to the financial well-being of your organization than a complete reserve study and maintenance plan. To avoid unexpected costs, it is vital that these are prepared by properly qualified professionals. Our reserve study team currently works with over 250 homeowner’s associations in the Pacific Northwest, providing on-site and off-site services.

Reserve Studies

While many firms will simply hand over your completed reserve study, our team will work with your board of directors to ensure they understand and feel comfortable with this vital budgeting tool.

Schwindt & Company offers four levels of reserve studies, as well as Maintenance Plans:

Level I – Full Reserve Study (Includes Site Visit)
This level is best for associations getting their first reserve study done. This is also the level of service we recommend in situations where there is reason to doubt the accuracy of a previous reserve study.

Level II – Update, With Site-Visit/On-Site Review
This service is designed for associations that have already had a reliable reserve study performed in the past. Our reserve specialists perform a site visit, and update the existing document.

Level III – Update, No-Site-Visit/Off-Site Review
The Level 3 Reserve Study is designed for associations that have an accurate and recent study (usually from last year). Since there is no on-site review, it is critical that the previous component inventory and condition assessments are accurate.

Level IV – Preliminary, Community Not Yet Constructed
The Level 4 Reserve Study is prepared before construction and is generally used for budget estimates. It is based on design documents such as the architectural and engineering plans.

Check our Resources to find more financial assistance for your association, as well as our Articles covering reserve study issues. When you are ready to start the conversation with our reserve study team, Request a Quote, Contact Us or call (503) 227-1165.

Maintenance Plans

Proper maintenance procedures will help insure the longevity of commonly owned components and reduce the overall cost of future repairs and maintenance. A maintenance plan is crucial to the financial health of your homeowner’s association. Schwindt & Company can help you determine the most fiscally sound approach to preserve the condition of shared components.

Check our Articles for homeowner’s associations that offer more information on maintenance plans. When you are ready to start the conversation with our maintenance plan team, Request a Quote, Contact Us or call (503) 227-1165.