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Transition Studies

A Transition Study is intended to review the as-built development for general conformance with the provided design drawings and association documents, and to confirm that no defects exist. These observations are visual in nature and include a site and building exterior analysis as well as a percentage of the interior units.

Transition of control, shifting from the developer to the association, is one of the most crucial periods in the life of a community association. This is the time when the governing body of the community must determine not only the physical and financial strengths of the development, but also set the procedures in place for future maintenance and financial stability. 
 
For new associations, it is extremely beneficial to have both a Reserve Study and Transition Study completed. The scope of work includes the preparation of a Full Reserve Study and a Transition Study as described below. 
 

A Transition Study includes the following Scope of Work:

  • A review of all provided engineering drawings, architectural drawings, and public offering statement.
  • One visit to the appropriate municipal offices to review the public documents and resolutions concerning the development.
  • On-site visual observations performed to determine any areas which have not been built in general conformance with the design documents or acceptable workmanship.
  • The inspection of 5 percent of the unit interiors.
  • A narrative report of transition which includes details of each observed deficiency; possible causes of the problems, recommendations for corrective action, and a reference to any performance standard (i.e. deviation from design drawings, workmanship, etc.) where applicable.
  • A punch list summary which includes a description of each deficiency, specific locations where each deficiency was noted, and the appropriate recommended correction.
  • The optional preparation of a questionnaire for distribution to all residents. Thus, concerns with regards to the unit interiors as they relate to the common elements can be identified.
  • The resulting Transition Study will include our recommendation to: accept the property as is, accept it with conditions, or decline to accept responsibility for maintaining the property until all work is completed.
For a quote or more information, simply call us 800-639-4535 or request a quote online.