Corporate Office
9420 Topanga Canyon Blvd., Suite 201
Chatsworth, California 91311
1.800.485.8056 * Fax 1.800.485.8057

Request For Proposal
Please provide as many details as possible for the most accurate bid

ASSOCIATION NAME
ASSOCIATION STREET ADDRESS (OR CROSS STREETS)
CITY
STATE

YOUR NAME (FOR MAILING OF BID)
YOUR ADDRESS
CITY
STATE
ZIP
PHONE
FAX
E-MAIL

MANAGEMENT COMPANY (IF APPLICABLE)
CONTACT PERSON
ADDRESS
CITY
STATE
ZIP
PHONE
FAX
E-MAIL

TYPE OF RESERVE STUDY DESIRED (check all that are applicable):

1) Complete RSI Study with site visit: must be performed if never done before; includes site visit & color photos of many components

2) Update RSI Study with site visit: based on Component Inventory (a) from previous RSI Study – includes site visit/Condition Assessment (c)

3) Update RSI Study without site visit: based on Component Inventory (a) from previous RSI Study – no site visit (b)

4) Update non-RSI Study with site visit: based on Component Inventory (a) from previous non-RSI Study-includes site visit/Condition Assessment (c)

5) Update non-RSI Study without site visit: based on Component Inventory (a) from previous non-RSI Study-no site visit (b)

Please Note:
(a) The scope of work will not include any adjustments to the component inventory other than remaining life. If component quantities have changed, there are additional or eliminated components, or discrepancies with the existing component inventory, RSI reserves the right to charge for appropriate adjustments. The client will be advised prior to any adjustments being made. Non-RSI Study/Component Inventory must include component quantities/measurements.

(b) Unless advised to the contrary, RSI will reduce the remaining life expectancy of components by the number of years expired since the previous study. This may not necessarily present a true reflection of the association’s physical & financial condition.

(c) Photos may be provided for Reserve Study Updates with Site Visit for an additional fee
YESNO - please indicate if quote desired for photos

 Number of units:

Apartment Style (2+ stories stacked)
        YESNO - Internal hallways: (internal hallways refers to "enclosed" versus "open to outdoors")

Townhouse Style (no units above)
Single Family (detached) Homes
        YES NO Association maintained?

Amenities: 

0 1 2 3 4 5 6 7 8 9 10 Pool(s):
0 1 2 3 4 5 6 7 8 9 10 Spa(s):
0 1 2 3 4 5 6 7 8 9 10 Tennis court(s)
0 1 2 3 4 5 6 7 8 9 10 Basketball court(s)
0 1 2 3 4 5 6 7 8 9 10 Volleyball court(s)
0 1 2 3 4 5 6 7 8 9 10 Racquetball court(s)
0 1 2 3 4 5 6 7 8 9 10 Recreation room(s) - approximate total sq ft:
0 1 2 3 4 5 6 7 8 9 10 Gym(s) - approximate total sq ft:
0 1 2 3 4 5 6 7 8 9 10 Lobby(s) - approximate total sq ft:
0 1 2 3 4 5 6 7 8 9 10 Office(s) - approximate total sq ft:
0 1 2 3 4 5 6 7 8 9 10 Guardhouse(s) - approximate total sq ft:
0 1 2 3 4 5 6 7 8 9 10 Restroom(s) - Common Area
0 1 2 3 4 5 6 7 8 9 10 Sauna(s)
0 1 2 3 4 5 6 7 8 9 10 Kitchen(s) - Common Area
0 1 2 3 4 5 6 7 8 9 10 Tot lots (playgrounds)
0 1 2 3 4 5 6 7 8 9 10 Elevator(s)

Water feature(s):

0 1 2 3 4 5 6 7 8 9 10 Fountains
0 1 2 3 4 5 6 7 8 9 10 Waterfalls
0 1 2 3 4 5 6 7 8 9 10 Other 
(describe)

Water heater(s)/Boiler(s):

0 1 2 3 4 5 6 7 8 9 10 Small (restrooms/laundry rooms/guard houses)
0 1 2 3 4 5 6 7 8 9 10 Large (communal water heating)
0 1 2 3 4 5 6 7 8 9 10 Solar

Heating/air conditioning:

0 1 2 3 4 5 6 7 8 9 10 Small (recreation rooms/internal halls/guard houses)
0 1 2 3 4 5 6 7 8 9 10 Large (communal heating/air conditioning) - Includes chillers, hydronic systems, etc.

Approximate age (in years)
Conversion year (if applicable)
Stories (from ground)
Buildings (total residential & common area)
        Yes No  Any duplicate?

YESNO - Streets (maintained by association)
YESNO - Parking lots (maintained by association)
YESNO - Landscaping (hillside or extensive amounts)

Parking (as many as apply):

Beneath
Open
Carports
Private Garages

Fencing (association maintained - as many as apply):

Concrete Block
Wrought Iron
Wood
Chain Link 

YESNO - As-built plans: (for building measurements & can reduce time spent in the field– must be sent to RSI prior to site visit)

 Litigation: past, present, or contemplated re: common area components? Describe

Problems/concerns:

Other relevant information:

YESNO - CAI (Community Associations Institute): are you a member?

YESNO - if no, would you like to receive information?

How did you hear about RSI?