Study Update without Site Visit

This form is for the yearly update when no site visit is required and for existing BRG clients only. Remember that your data is not submitted to BRG until you click the “Submit” button at the bottom of the page. If you would prefer to utilize the offline Update without Site Visit PDF form that we have provided for several years, please click the link immediately below.

If you prefer the offline PDF update without site visit form, click here.

 

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Fill in above blank or simply provide last year end audit, review, compilation or financial statement. This information must be provided, even if the association does not meet the threshold for having an audit or review completed.
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Fill in the above blank or simply provide the current year budget.
3. Reserve expenses since last Reserve Study and anticipated this fiscal year
In context of the existing reserve study, list (or attach) reserve expenditures and include scope of work. Describe components utilizing their number from the prior year’s reserve study. It may be simplest to copy our Section II, Expense Forecast, and highlight, circle or mark-up the previous stated projections. GL’s should only be provided if they are richly annotated with notes relating to distinct components and well defined scopes of work. GL’s without significant annotation do not work.
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With the above information provided to BRG, we can update an existing reserve study and execute California Assessment and Reserve Funding Disclosure Summary.

Attachments

Attach budget, balance sheet and other supporting documentation.

Current fiscal year budget.
Most recent FISCAL YEAR END balance sheet. The balance sheet must contain the reserve fund's balance, and if the balance sheet contains multiple "assets" that are not clearly identified, please identify the reserve assets.
Invoices, proposals and other documents explaining scope of any relevant reserve work completed or planned. If proposals indicate options, please indicate which option(s) are included. Combine multiple items into a single document before attaching here.
$200 minimum charge for study update. Please inquire for your fee.