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Reserve Study Companies in Portland

Oregon requires both condominiums and planned communities to keep a reserve study and review it every year, and adds a maintenance plan on top. None of the firms on our list has its office in the Portland area; 6 work across Oregon and 7 national firms cover it.

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Associations in the Portland area

Portland’s condominiums concentrate in the Pearl District, South Waterfront, the Alphabet District and the close-in east side, with townhome and planned-community HOAs across Washington and Clackamas counties in Beaverton, Hillsboro, Tigard and Lake Oswego. Across the Columbia, Clark County is part of the same metro but falls under Washington law.

Annual review and a maintenance plan

Oregon law requires condominiums (ORS 100.175) and planned communities (ORS 94.595) to have a reserve study, to review and update it every year, and to keep a maintenance plan for the items the reserves cover. The declarant prepares the first study. Associations in Vancouver and the rest of Clark County follow the Washington statute instead, with its three-year site inspection, so a firm working both sides of the river should say which rules it is applying.

0

firms on our list with an office in the Portland area.

13

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

reviewed annually

is the Oregon study cycle in statute.

Firms working in Oregon

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

Reserve study firms serving Oregon
FirmBased inWorks inCredentials statedServices
Bicksler & Associateshoaconsulting.comEugene, OROregon, CaliforniaNot statedreserve study, transition study
Facilities Advisorsfacilitiesadvisors.comNot stated9 states, including OregonRSreserve study, capital planning
North Star Reservesnorthstarreserves.comNot stated6 states, including OregonNot statedreserve study
Prime Reserve Planningprimereserveplanning.comNot stated6 states, including OregonCAI member, APRA memberreserve study
Regenesis Reservesregenesisreserves.comMedford, OROregon, WashingtonPRA, APRA memberreserve study
Reserve Data Analystreservedataanalyst.comNot stated7 states, including OregonRSreserve study

National firms

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

National reserve study firms serving Portland
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 Portland

Few firms on our list are based in the Portland metro itself; Oregon firms in Eugene and Medford and the Puget Sound firms all work here, and some will add travel for the site visit. Ask whether the yearly review can be done from the desk between site visits to keep the travel to every few years.

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.

More in Oregon

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

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What Oregon law says

Oregon is one of the states that writes a reserve study into law. Under ORS 100.175 (condominiums); ORS 94.595 (planned communities), associations must have a study annually (new study or review and update of an existing one); the rule applies to condominiums and planned community HOAs; reserves cover items with more than 1 and less than 30 years of life.

Declarant conducts the initial study. Board must also prepare and update a maintenance plan. 2017 amendments apply to studies on or after January 1, 2018.

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

Questions from boards in Portland

Does Oregon require a site visit every year?

The statutes require the study to be reviewed and updated every year; they do not require a site visit each time. Many associations alternate desk updates with a site visit every two or three years.

What is the Oregon maintenance plan?

A schedule of the maintenance needed to make the components reach their expected life, kept alongside the reserve study under ORS 100.175 and 94.595. Many reserve study firms prepare both.

Is a reserve study required in Oregon?

Oregon law requires a reserve study: annually (new study or review and update of an existing one) (ORS 100.175 (condominiums); ORS 94.595 (planned communities)). The text is on the legislature's site.

What does a reserve study cost in Portland?

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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