Work with BRG

New Clients

If your community is new to BRG, begin by requesting a Reserve Study proposal via this online form where you will provide details such as contact information, community location, size, amenities, and other documentation necessary for BRG to provide a Reserve Study proposal to you.

Existing Clients

If your community is an existing BRG client, there are several convenient options to retrieve past studies and request new studies. Email [email protected] or call (916) 393-0600 to access your report and/or to request an updated study.

Request a Proposal

Existing Client Update without Site Visit

Click one of the following to request an Update without Site Visit Reserve Study for an existing BRG client only:

1

Update workbook

Preferred method (registered users only)

2

Online submission

Secure way to update your reserve study

3

PDF download form

(download, complete, and return as an email attachment)

Existing Client Update with Site Visit Proposal Request

Click one of the following to request an Update with Site Visit proposal for an existing BRG client only:

1

Client portal

available 3 weeks after beginning of fiscal year (registered users only)

2

Proposal request

Proposal for an existing BRG client only.

3

Have Questions?

Existing customers contact us here.

Online self-service available to non-registered and registered users

Non-registered users can request reserve study proposals, request updates, submit landscape questionnaires, and submit bank loan disclosure information. Non-registered users can submit online forms directly or download equivalent offline PDF forms which can be emailed to BRG as attachments. If your email is known to BRG, become a registered user by clicking here.

Registered users can download prior years’ Reserve Studies, update workbooks (preferred update method), and proposals for the next Update with Site Visit. Prior years’ studies are generally available back to 2015. Upcoming site visit proposals are generally available three weeks after the beginning of the client’s fiscal year and only in years when a site visit is due. If your community is an existing BRG client which is due for a site visit reserve study and you can’t locate the site visit proposal in the client portal, click here to request an Update with Site Visit proposal.