A Transition Study's Purpose

The purpose of the transition study is to provide a due-diligence service in determining the condition of the association-maintained components in relation to appropriate standards before the HOA accepts ownership from the developer. Transition studies include descriptions of defects or deficiencies in the construction and will provide estimates for correcting the issues discovered. Quality standards may consist of provided construction documents (building/site plans), building codes, material manufacturer installation recommendations, and other industry standards.

We specialize in working with community associations and property owners in problem-solving, repair/maintenance planning, pre-purchase due diligence, and cost estimating. We work with hundreds of community associations each year, including large-scale property owner associations, high-rise condominium properties, townhome communities, commercial owner associations, and non-profit entities. Services include reserve studies, transition studies, construction administration consulting, stormwater pond inspections, and engineering consulting.

A Transition Study’s Purpose

The purpose of the transition study is to provide a due-diligence service in determining the condition of the association-maintained components in relation to appropriate standards before the HOA accepts ownership from the developer. Transition studies include descriptions of defects or deficiencies in the construction and will provide estimates for correcting the issues discovered. Quality standards may consist of provided construction documents (building/site plans), building codes, material manufacturer installation recommendations, and other industry standards.

Our Specialties

We specialize in working with community associations and property owners in problem-solving, repair/maintenance planning, pre-purchase due diligence, and cost estimating. We work with hundreds of community associations each year, including large-scale property owner associations, high-rise condominium properties, townhome communities, commercial owner associations, and non-profit entities. Services include reserve studies, transition studies, construction administration consulting, stormwater pond inspections, and engineering consulting.

How is a Transition Study Completed?

Completing transition studies involves several steps:

Step 1

Review information.

  1. Governing Documents
  2. Construction Drawings (Building/Site Plans)
  3. Information on Previously Completed Repairs or Concerns with Condition of Components

Step 2

Review all property information.

Step 3

On-Site inspection(s)

  1. Meet with board members/community manager
  2. Building and site component inventory
  3. Condition of components
  4. Photos

Step 4

Review construction standards for buildings and site components.

Step 5

Develop cost estimates to repair or remediate observed deficiencies.

Step 6

Submit draft report including an explanation of condition evaluation, cost estimates, and photo log.

Step 7

Attend a Board meeting with open discussion on draft report.

Step 8

Issue final Transition Study report.

Sample Report

Transition Study Proposal Request