Cascade Project Group prepares independent reserve studies and maintenance plans for Oregon associations. Every component is walked and verified in the field, and every number is tied to a 30-year plan your owners can understand.
Draft report within 2 weeks of the site visit · Level I studies from $1,800 · Built for ORS 94.595 & ORS 100.175
A reserve study answers two questions every board gets asked: what will we need to replace, and are we saving enough to pay for it? Your report gives the board a clear answer, the math behind it, and a plan to adopt.
Most reserve studies are either strong on construction or strong on finance. Yours should be both.
Over 25 years in construction, from custom homes to LEED Platinum builds and hospitality projects. Useful lives and costs come from having built, repaired and replaced these components.
A background as a financial advisor means your cash-flow model, percent-funded figures and contribution schedule are built properly and explained clearly.
No contractor upsell and no hidden agenda. You work directly with the person who walks your property and writes your report.
Oregon associations are expected to keep their reserve study and maintenance plan current every year. Pick the level that fits, or ask and we'll recommend one.
Managing several communities? Ask about multi-property and multi-year pricing.
Your draft report arrives within two weeks of the site visit, so the board has numbers in hand well before budget season.
A short call and your documents: prior study, budget, plat and recent projects. You get a fixed-fee proposal.
Every common-area component is inspected, measured and photographed on site.
Costs, lives and the 30-year model are built, and the draft is in your hands within two weeks of the site visit for review with the board or manager.
Board comments are worked in and the final study and maintenance plan are delivered, ready to adopt.
I started in the field and spent more than 25 years building and managing construction: custom homes, restaurant and hospitality build-outs, LEED Platinum projects, and older buildings where envelope repair was part of the job. Before that, I worked as a financial advisor.
That combination is the point. I know what it takes for a roof, a fence or a private drive to reach the end of its life, and I know how to build a funding plan that gets an association there without a crisis. I walk every property myself and write every report myself.
Yes, for most associations. Oregon law requires planned communities (ORS 94.595) and condominiums (ORS 100.175) to maintain a reserve study and a maintenance plan, and to review and update them annually. Your governing documents may add their own requirements.
The reserve study covers major components the association will eventually replace or repair, and how to fund that. The maintenance plan covers routine inspection and upkeep that keeps those components reaching their full life. Both come in one report.
It compares your actual reserve balance to the amount that, in theory, should be set aside based on how much of each component's life has been used. It's a useful health check, but the 30-year cash flow matters more. The sample study shows both.
Your most recent reserve study (if any), current reserve balance, this year's budget, a site plan or plat, and a list of major projects completed recently. If you don't have all of it, we can work with what you have.
Your draft report is delivered within two weeks of the site visit. Most of the remaining time is board review. The final report follows as soon as comments are back.
Level I full studies start at $1,800. Updates are quoted per community based on the number and type of components and the study level. Every proposal is fixed-fee, and multi-year agreements and management-company portfolios are priced lower per study.
Yes. The Willamette Valley is home base, including Salem, Keizer, Albany, Corvallis and Eugene, and studies are available throughout Oregon, Washington, California and Idaho.
A few details are enough to scope your study and send a fixed-fee proposal, usually within one business day. Once you're on the schedule, your draft report arrives within two weeks of the site visit.