1-877-221-7272 answers@CallSBSA.com

Reserve Study Proposal Information Form

What level(s) of study do you need? (required)

Required information marked with an (*). Please fill out the form as completely as possible in order to ensure the most accurate and timely proposal possible. Please contact SBSA if you have any questions about this form.

Scheduling Information

*Date *Date Proposal Needed *Date Reserve Study Needed

Contact Information

*Association Name
*Association Address
*Unit Type (Condo,Townhouse,etc)
*Manager Name
*Management Company
*Management Company Address
*Contact Phone #
*Management Company Mailing Address
*Contact Email
Name of Board Member
Board Member Contact Information
Date of Next Board Meeting

Association Information

*Year(s) Constructed
*Number of Buildings
*Number of Units
Number of Stories

Common Building Components

Exterior Facade Type(s)
Are there balcony decks?
Are there patio decks?
Roof Type(s)
Mechanical Systems (boilers, HVAC, etc)
Interior Common Elements (if any)

*Is the Association responsible for building exteriors? YesNoN/A


*Is the Association responsible for doors and windows? YesNoN/A


Does the building have elevators? YesNoN/A


Other Association building components (stairs, breezeways, Association-owned units, etc)

Common Site Components

Are there paved parking and/or driving areas? YesNoN/A


Is there a parking garage? YesNoN/A

Underground? YesNoN/A


Are there private unit garages or carports? YesNoN/A


Are there sidewalks? YesNoN/A

Are there fences? YesNoN/A

If yes, type(s):

Are there irrigated areas? YesNoN/A

If yes, # of Zones: # of Clocks:

Common Area Amenities

Is there a swimming pool(s)? YesNoN/A


Is there a spa(s)? YesNoN/A


Are there any sports courts? YesNoN/A


Is there a clubhouse? YesNoN/A


Are there any other amenities not mentioned above?

Other Information

*Are site or building drawings available for use? YesNoN/A


*Is there an existing Reserve Study on file? YesNoN/A

Would you like us to meet to present the study at a board meeting? YesNoN/A

If yes, Date/Time:

Have there been any problems with site or building components? YesNoN/A

If yes, please explain:

Is the community involved in any litigation, including, but not limited to, construction defect litigation? YesNoN/A

If yes, please explain:

Contact names and numbers of service and/or maintenance contract providers (i.e. Elevators, Pool, Irrigation, etc)

Contact Name, Company, Contact #:

Contact Name, Company, Contact #:

Contact Name, Company, Contact #:

Contact Name, Company, Contact #:

Additional questions or comments

Upload Files

Max file size is 4MB


Need an expert analysis for your insurance claim?


Submit an insurance claim form and SBSA will:

checkmark Review the claim
checkmark Determine and assess the damage
checkmark Examine potential causes of the damage
checkmark Provide repair solutions if necessary