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Reserve Study Companies in San Diego

San Diego County mixes downtown towers, coastal condominiums and a large number of planned developments inland, and the coast wears components faster than generic tables assume. 2 firms are based in the San Diego area, 15 more work in California, and 7 national firms cover it.

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Associations in the San Diego area

Downtown, the Marina, Little Italy and East Village hold most of the county’s high-rise condominiums. Along the coast, associations from Oceanside and Carlsbad to La Jolla, Pacific Beach and Coronado face salt air and sea spray, while North County and the inland valleys around Escondido, San Marcos and Chula Vista are mostly planned developments and townhome HOAs with pools, private streets and slopes.

Salt air and the three-year visual inspection

California requires a visual inspection of the major components at least every three years and a review of the study every year (Civil Code 5550), and buildings of three or more units also need the nine-year exterior elevated element inspection under section 5551. Near the coast, salt air shortens the life of railings, metal doors and frames, roofing, stucco and mechanical equipment. Ask each firm how it adjusts remaining useful lives for exposure, rather than taking them from a national table.

2

firms on our list with an office in the San Diego area.

24

firms on our list state that they work in California, national firms included.

every 3 years

is the California study cycle in statute.

Firms based in the San Diego area

Facts read from each firm's website or a public register. No ratings, no paid placements.

Reserve study firms based in the San Diego area
FirmBased inWorks inCredentials statedServices
A Reserve Consulting Companyareservecompany.comSan Diego, CA6 states, including CaliforniaNot statedreserve study, capital planning
SCT Reserve Consultantssctreserve.comTemecula, CACaliforniaCAI memberreserve study

Other firms working in California

Based elsewhere, and stating on their own sites that they work in California.

Reserve study firms serving California
FirmBased inWorks inCredentials statedServices
Advanced Reserve Solutionsarsinc.comLaguna Hills, CACalifornia, Idaho, Washington, MontanaRSreserve study
Apex Reserve Studyapexreservestudy.comSherman Oaks, CACaliforniaNot statedreserve study
Bicksler & Associateshoaconsulting.comEugene, OROregon, CaliforniaNot statedreserve study, transition study
Browning Reserve Groupbrowningrg.comSacramento, CACalifornia, NevadaNot statedreserve study
California Builder Servicescabuilderservices.comNot statedCaliforniaRSreserve study
Capital Reserve Analystsazreserveanalysts.comChandler, AZArizona, New Mexico, California, TexasCAI memberreserve study
Complex Solutions, Ltd.complexsolutionsltd.comLas Vegas, NVNevada, Utah, CaliforniaNot statedreserve study
LCAM Resourceslcamresources.comOrlando, FLFlorida, CaliforniaNot statedreserve study, insurance appraisal
McCaffery Reserve Consultingmccafferyreserveconsulting.comNot statedCalifornia, Colorado, Nevada, HawaiiNot statedreserve study
Pacific Reserve Studiespacificreservestudies.comCACaliforniaNot statedreserve study
Reserve Analysis Consultingreserveanalysis.comSausalito, CACaliforniaNot statedreserve study, capital needs assessment
Reserve Data Analystreservedataanalyst.comNot stated7 states, including CaliforniaRSreserve study
Reserve Studies Inc.reservestudiesinc.comCerritos, CACaliforniaNot statedreserve study
SMA Reservessmareserves.comSan Jose, CACaliforniaNot statedreserve study
The Helsing Grouphelsing.comNot statedCaliforniaRS, PRAreserve study

National firms

Each states on its own site that it works in all fifty states.

National reserve study firms serving San Diego
FirmBased inWorks inCredentials statedServices
Apex Reserve Groupapexreservegroup.comIrvine, CAAll 50 statesNot statedreserve study
Association Reservesreservestudy.comNot statedAll 50 statesRS, PEreserve study
Global Solution Partnersglobalsolutionpartners.comNot statedAll 50 statesRS, PEreserve study, SIRS, insurance appraisal, transition study, capital planning
MillerDodson Associatesmillerdodson.comAnnapolis, MDAll 50 statesNot statedreserve study, transition study
Reserve Advisorsreserveadvisors.comMilwaukee, WIAll 50 statesNot statedreserve study, SIRS, insurance appraisal
Reserve Data Analysisreservedataanalysis.comNot statedAll 50 statesNot statedreserve study, SIRS
The Falcon Groupthefalcongroup.usWarren, NJAll 50 statesRS, PRAreserve study, SIRS, transition study, capital planning

Distance and the fee in San Diego

Firms based in San Diego County and in Temecula, just over the county line, reach most associations here on a day trip, and Orange County and Los Angeles firms also work in the county. Travel is rarely a large part of the fee.

Proposals from firms in different cities will differ on the level of service and the travel line before they differ on the fee. Comparing proposals sets out what to read first, and the firms near you page explains how distance is priced.

Other metro areas in California

Tell us the association's ZIP code and size and we will find a firm that works in San Diego.

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What California law says

California is one of the states that writes a reserve study into law. Under Cal. Civ. Code 5550 (study); 5300 (annual budget report); 5570 (reserve disclosure form), associations must have a study visual inspection at least every 3 years; reviewed annually; the rule applies to common interest developments (condos and HOAs) under the Davis-Stirling Act, where replacement cost of major components is at least half the gross budget excluding reserves.

On disclosure: Annual budget report includes a reserve summary, reserve funding plan and the assessment and reserve funding disclosure form (Civ. Code 5300 and 5570).

General information checked against the statute, not legal advice. Governing documents can require more than the law does.

Questions from boards in San Diego

What does the annual review involve between site visits?

The firm updates the reserve balance, costs and the funding plan from the association’s records without a site visit, often called a Level III update. California requires that review every year and a visual inspection at least every three years.

Should a coastal association use shorter component lives?

Usually yes for exposed metal, roofing, paint and mechanical equipment. A good study states the useful life it used for each component and why, so the board can see where coastal exposure was taken into account.

Is a reserve study required in California?

California law requires a reserve study: visual inspection at least every 3 years; reviewed annually (Cal. Civ. Code 5550 (study); 5300 (annual budget report); 5570 (reserve disclosure form)). The text is on the legislature's site.

What does a reserve study cost in San Diego?

Firms price each association by the work, not the city: buildings, component count, level of service and travel. A community of 50 to 150 units usually pays $2,000 to $8,000 for a full study with a site visit, and an update with a visit is about 50 to 80 percent of a full study. The cost page has the estimator.

Where this information comes from

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