Practical Guidance. Defensible Results.

We believe a reserve study should be more than just a requirement. When done well, it is a powerful tool for community leadership and a method to maintain property values. Our reports are technically rigorous yet simple to implement, providing a clear financial roadmap for Boards and Community Managers.

What sets our expertise apart:

  • Clarity and Prioritization: We highlight key findings and critical action items up front, ensuring busy stakeholders can identify immediate priorities without sifting through technical jargon.

  • Engineering-Backed Precision: Every study is built on a foundation of civil engineering expertise, following the highest National Reserve Study Standards to ensure accuracy, defensibility, and long-term property value protection.

  • Dual-Perspective Analysis: Certified as one of the industry’s earliest designated Reserve Specialists, Summit Reserves bridges the gap between technical infrastructure requirements and complex fiscal planning.

  • Plain-Language Communication: We translate engineering data into accessible reports featuring executive summaries, visual schedules, and clear cost projections designed for all audiences.

  • Realistic Funding Strategies: We provide actionable recommendations making the path to financial responsibility straightforward and achievable.

  • Ongoing Collaborative Support: Our service continues after the report is delivered. We walk Boards through their findings, offer scenario modeling, and remain a resource as community needs evolve.

LEVEL I LEVEL II LEVEL III LEVEL IV
Full Reserve Study Reserve Study Update With Site Visit Reserve Study Update Without Site Visit Preliminary, Community Not Yet Constructed
Meeting with Stakeholders
Review of Governing Documents, Plans, Bids and Contracts
Onsite Site Inspection
Component Inventory Re-Evaluated Re-Evaluated with Client From Plans
Responsibility Matrix
Component Quantities Re-Evaluated Re-Evaluated From Plans
Condition Assessment Visual Observation by Engineer Visual Observation by Engineer Reported by Client Assumed New
Photographs of Components
Useful Life / Remaining Useful Life Engineer's Observation Engineer's Observation Based on Reported Condition Industry Standards
Component Valuation Established for each Component Established for each Component Established for each Component Established for each Component
Customized Funding Plan
Electronic Report
Excel Spreadsheets
Unlimited Video / Phone Conference Calls
Two (2) Free Revisions of Report within Six (6) Months

Not sure which level your community needs? Reach out for a consultation.