Regenesis Reserves - Reserve Study Update Information

Reserve Study Update Information

Information Needed for Reserve Study Update

INSTRUCTIONS: Complete the appropriate blanks and boxes and select the "Submit" button at the bottom of the page. Or, print a copy of this form and email to info@regenesisreserves.com . Questions? Call 503-268-1789.

Property Legal Name Date Primary Contact Title Email Phone

Current Reserve Fund Balance(s) Fiscal Year Starts (MM/DD)

Account Name	Current Balance	Interest Rate
Total:
[ recalculate ]

Reserve Fund Contributions

Monthly Contribution		Remaining Months		Contribution
[ recalculate ]
	x		=

Reserve Fund Expenditure

Total expected reserve fund expenditures to be paid by start of fiscal year

Calculated Starting Reserve Balance

Do you have an Annual Contribution amount for the coming year that you would like us to use? If so, how much?

Current Balance		Contribution		Expenditures		Projected Starting Balance
	+		-		=	@

Work Completed Since Last Update

List any components that have been added, repaired/replaced since the last reserve study completed. In the notes provide: Describe the location(s) if only part of the component was involved (i.e., Decks-Wood replaced at Units 4 & 9)
Reference the Annual Expenditure sheet from the previous report and list any scheduled component/events that were not completed since the last reserve study, the reason, and the new completion date.

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Component	Date Completed	Cost	Contractor Name/Phone

Notes

Attachments must be submitted separately. Please email to info@regenesisreserves.com.

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