Client Portal Features/Documents

The Client Portal provides expedient access to reserve study proposals, reserve study update workbooks, and prior studies. For community managers acquiring new clients who are existing BRG clients, the portal provides instant access to these important documents including the most recent reserve study and current site visit proposal. The portal is highly automated and maximizes time savings by making documents conveniently available for download. Click here to return to the Client Portal help page.

Reserve Study Proposals

Existing BRG client Update with Site Visit reserve study proposals are available for download from the Client Portal. These proposals are available during the fiscal year in which the reserve site visit is to be performed. Proposals are generally available by the end of third week of the client’s new fiscal year. For example, December fiscal yearend clients who are due for a site visit during the current fiscal year will see their site visit reserve study proposals in mid-January.

Update with Site Visit reserve study proposals are created automatically, so there is no need to request these proposals. Additionally, BRG sends notification emails to known contacts when these Site Visit proposals are available. These notifications coincide with the availability of these proposals in the Client Portal. If a notification is not received or a proposal is not located as expected, please click here to request an Update with Site Visit reserve study proposal (for existing BRG clients only).

Client fiscal yearends exist for all twelve months, so community managers should visit the portal each month to download current site visit proposals. Caution: BRG strives to avail reserve site visit proposals according to statutory intervals such as every 3 years for California and every 5 years for Nevada. However, there may be gaps in our attempt to provide these proposals, so managers and community leaders must stay aware of statutory requirements and not rely solely on the BRG Client Portal. Ultimately it is the client’s responsibly to perform timely reserve study updates.

Update without Site Visit Workbooks

Existing client Update without Site Visit reserve study workbooks are available for download from the Client Portal. Workbooks become available immediately upon production of every reserve study report no matter whether they be draft, final, with site visit, or without site visit reports. Clients download the Excel workbook, enter the requested information, and email the completed workbook back to BRG. The returned workbook serves as a work order thereby eliminating Update without Site Visit reserve study proposals.

Prior Reserve Studies

Reserve Studies produced since 2011 are available for download from the Client Portal. Reserve Studies become available immediately upon production no matter whether they be draft, final, with site visit, or without site visit reports. Most importantly, the most recent study is easy to locate and download.

Reserve Study reports are large and may exceed email attachment file size limits. Large attachments also slow down email delivery and clog up email in-boxes. Therefore, it is preferable to email download links instead of file attachments. The Client Portal contains download links which can be copied and pasted into emails. Download links are always handy and especially when distributing studies to the full membership.

Click here to return to the Client Portal help page.