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Loyalty Update Plan

Our popular "Loyalty Update Plan" is a 3-year series of renewing one year engagements.Clients who partner with us in this longer term relationship tend to improve the physical and financial health of their properties.

That's because the updates are initiated automatically each year (saving time) and provide a stable outside source of reserve planning expertise despite leadership transitions. The flat fee nature of the plan also serves to stabilize your budget.

    • The plan includes three Reserve Studies prepared over three consecutive years,
    • The "Level of Service" can be completed in any order.
    • With annual updates, repairs & replacements are more likely to occur in a timely manner, which lessens the chance of deferred maintenance.

LUP COMBINATION OPTIONS

Level of Service

YEAR 1
YEAR 2
YEAR 3
Full Reserve Study
Update NSV
Update NSV
Update WSV
Update NSV
Update NSV
Update NSV
Update NSV
Update WSV
Update NSV
Update WSV
Update NSV
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Sample Reserve Study - With Site Visit

See for yourself why clients across the nation consider our Reserve Studies the most readable and user-friendly reports available.