Assessment and Reserve Funding Disclosure Worksheet
Please complete this worksheet after adopting a reserve funding plan for the year stated in #2 below. Per
California Civil Code Section 5560, a reserve funding plan must be adopted by the board of directors at an open
meeting before the membership.
The Reserve Study that this worksheet is based on will be deemed final upon receipt of the completed worksheet.
Any subsequent adjustments to the Reserve Study will constitute a revision, necessitate a revised disclosure form,
and be subject to a fee.
Email to Info@ReserveStudiesInc.com, or fax / mail to the address below. The disclosure form will be sent to you
within 1-2 days and it should be distributed with your budget package. If assessments are variable, attach a
schedule to completed disclosure form (not this worksheet).