Documents available for download are listed below. These documents are intended as models which you can modify for your own particular needs. All documents are in MS Word format.
- Sample RFP for Reserve Study Services - Long Form
- Sample RFP for Reserve Study Services - Short Form
- Sample Investment Policy
- Sample Reserve Policies - Short Form
- Sample Reserve Policies - Long Form
These documents are all copyrighted. Permission is hereby granted to associations and management companies as single users for personal use only. Commercial use of these documents by other reserve study companies is strictly prohibited.