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Download Nevada 609 Template

The Nevada 609 form is a crucial document known as the Reserve Study Summary Form, mandated by the state for common-interest communities and condominium hotels. This form ensures that associations conduct a thorough reserve study every five years, evaluating the funds necessary for maintaining and replacing major components of their properties. Timely submission of this form to the Nevada Real Estate Division is essential for compliance and effective community management.

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Nevada 609 Example

STATE OF NEVADA

DEPARTMENT OF BUSINESS AND INDUSTRY - REAL ESTATE DIVISION

OFFICE OF THE OMBUDSMAN FOR COMMON-INTEREST COMMUNITIES AND CONDOMINIUM HOTELS

1179 Fairview Drive, Suite E * Carson City, NV 89701-5453 * (775) 687-4280

2501 East Sahara Avenue, Suite 202 * Las Vegas, NV 89104-4137 (702) 486-4480 * Toll free: (877) 829-9907 * Fax: (702) 486-4520

E-mail: CICOmbudsman@red.state.nv.us

http://www.red.state.nv.us

RESERVE STUDY SUMMARY FORM (NRS 116.31152)

All information must be provided

As of October 1, 2000, each association is required to have a reserve study conducted.

The Executive Board, at least once every 5 years, shall cause to be conducted a reserve study with a site inspection of the reserves required to repair, replace or restore the major components of the common elements and any other portion of the common- interest community that the association is obligated to maintain, repair, replace or restore. A summary of the reserve study must be submitted to the Nevada Real Estate Division no later than 45 days after the date the Executive Board adopts the results of each study.

Limited or no site inspection does not meet 5 year requirement per NRS 116.31152

IF A LIMITED OR NO SITE INSPECTION WAS PERFORMED DO NOT SUBMIT THIS FORM

PLEASE CONFIRM THE FOLLOWING:

Full Study: Physical inspection of common elements with representative sampling: (Required every 5 years)

Association’s Nevada Secretary of State (SOS) File number: _______________ SOS Original Filing Date (Mo./day/yr.): ___/___/___

(For SOS filing information, log onto http://nvsos.gov/sosentitysearch/CorpSearch.aspx)

Association’s legal name (Articles of Incorporation): ___________________________________________________________________

If association belongs to a master planned community, please provide master’s name: ______________________________________

Current billing information:

Mailing/billing address: ________________________________________________________________________________________

City: ___________________ State: ______ Zip: _____________ County the association is located in: _________________________

Management company name: (if applicable):_______________________________________________________________________

Address of Management Company: same as above _____________________________________________________________

City: ___________________ State: ______ Zip: _____________ Name of Community Manager: _____________________________

Email address for Community Manager: __________________________________ Custodian of Records: ______________________

DESCRIPTION OF ASSOCIATION PROPERTY

 

 

Is the association a (check one)?

If a planned community, what type(s) of units are included:

Condominium

Cooperative

Single Family Dwelling

Condominium

Condominium Hotel

Planned Community

Duplex Townhouse

Manufactured Housing

Approximate age of development: _______

Number of annexed units with a Certificate of Occupancy: ________

Max. (total) # of units declarant has right to annex into assn. per the Covenant, Conditions & Restrictions (CC&Rs)? __________

RESERVE STUDY INFORMATION

Date of previous reserve study with site inspection: (Mo./day/yr.): ___/___/___

Date of most current reserve study with site inspection: (Mo./day/yr.):___/___/___

Adoption date of most recent full reserve study with site inspection: (Mo./day/yr.):___/___/___

Name of Reserve Specialist (person) who conducted study: __________________________________________ Registration #: ________

Reserve Study Specialist’s name and registration # can be located at www.red.state.nv.us, Quick Links, License Lookup

If the common-interest community contains 20 or fewer units AND is located in a county whose population is 55,000 or less, the study of the reserves required by NRS 116.31152 may be conducted by any person whom the executive board deems qualified to conduct the study. [NRS 116.31152(2)] If BOTH requirements listed above have been met provide:

Name of the individual conducting the reserve study: _______________________________________ Title (if applicable):________

For office use only

Date Received:

Date Processed:

Processed By:

Revised 11/1/12

Page 1 of 2

Form 609

ADDITIONAL INFORMATION

 

Are there major components in this reserve study that with site inspection that was not previously identified? Yes

No

If yes, explain and attach supporting documents, if appropriate.

 

_______________________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________

FINANCIAL/FUNDING INFORMATION

Accounting fiscal year end (Mo./day): ____/____

Reconciliation of Reserve Fund Account: (NRS 116.31151)

 

 

Reserve account balance at beginning of current fiscal year:

 

$_____________________

Plus: Current year budgeted reserve transfer:

+

$_____________________

Plus: Current year projected investment income:

+

$_____________________

Plus: Anticipated reserve assessment, if any (**provide info below):

+

$_____________________

Less: Current year projected major repairs and replacements:

-

$_____________________

Other reconciling items: (indicate + or – dollar amounts)

+/- $_____________________

Projected reserve account balance at the end of current fiscal year end:

=

$_____________________

Required reserve account balance at end of current fiscal year based upon this full study:

$_____________________

Is there a difference between the projected and required balances? If so, list the reason(s) for the difference:

__________________________________________________________________________________________________________

__________________________________________________________________________________________________________

How does the executive board propose resolving the difference?

___________________________________________________________________________________________________________

__________________________________________________________________________________________________________

__________________________________________________________________________________________________________

**Provide detailed information pertaining to any anticipated reserve assessments: ________________________________________

__________________________________________________________________________________________________________

__________________________________________________________________________________________________________

Are the reserve funds held in separate accounts? Yes No

If no, explain why not?

__________________________________________________________________________________________________________

RESERVE STUDY INFORMATION:

 

 

 

Total estimated current replacement costs of the major component inventory:

$_____________________

Funding plan selected: Full funding

Threshold funding

Baseline funding

Other (explain):

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

____________________________________________________________________________________________________________

“I declare under penalty of perjury under the law of the State of Nevada that the foregoing, to the best of my knowledge and belief, is true and correct.”

Name of person completing this form (print) ___________________________________________ Title (if applicable): _____________

Person authorized to sign form: □ Board Member (title: ___________) □ Community Manager (License #___________) □ Declarant

Print name: ________________________________ Signature: __________________________________ Date signed: ____/____/____

Revised 11/1/12

Page 2 of 2

Form 609

Guide to Writing Nevada 609

Filling out the Nevada 609 form requires careful attention to detail. This form must be completed accurately and submitted within the specified timeframe to comply with state regulations. Below are the steps to guide you through the process.

  1. Gather necessary information about your association, including the Nevada Secretary of State (SOS) file number and original filing date.
  2. Provide the legal name of the association as stated in the Articles of Incorporation.
  3. If applicable, include the name of the master planned community to which your association belongs.
  4. Fill in the current mailing and billing address for your association, including city, state, zip code, and county.
  5. If your association has a management company, provide its name and address. If the address is the same as the association's, indicate that.
  6. List the name and email address of the community manager, if applicable.
  7. Indicate whether your association is a planned community and check the appropriate box for the type of units included.
  8. Enter the approximate age of the development and the number of annexed units with a Certificate of Occupancy.
  9. Record the maximum number of units the declarant has the right to annex into the association.
  10. Provide dates for the previous and most current reserve studies that included a site inspection.
  11. Include the adoption date of the most recent full reserve study with a site inspection.
  12. List the name and registration number of the reserve specialist who conducted the study.
  13. If applicable, provide the name and title of the individual conducting the reserve study for smaller communities.
  14. Answer whether there are any major components in the reserve study that were not previously identified and provide explanations if necessary.
  15. Fill in the financial information, including the accounting fiscal year end and the reconciliation of the reserve fund account.
  16. Indicate whether the reserve funds are held in separate accounts and provide explanations if not.
  17. Complete the section regarding the total estimated current replacement costs and select the funding plan.
  18. Sign and date the form, including the name and title of the person completing it and the authorized signatory.

After completing the form, review it for accuracy before submitting it to the Nevada Real Estate Division. Ensure that you send it within the required timeframe to avoid any penalties. Keeping a copy for your records is also advisable.

More PDF Documents

Understanding Nevada 609

What is the Nevada 609 form?

The Nevada 609 form, also known as the Reserve Study Summary Form, is a document required by the State of Nevada for common-interest communities. It summarizes the findings of a reserve study, which assesses the financial health of an association regarding its reserves for major repairs and replacements. This form must be submitted to the Nevada Real Estate Division within 45 days after the Executive Board adopts the study results.

Who needs to complete the Nevada 609 form?

All associations in Nevada that manage common-interest communities must complete the 609 form. This includes condominiums, planned communities, and other similar entities. The requirement applies to associations that have conducted a full reserve study with a site inspection every five years, as mandated by Nevada law.

When is the Nevada 609 form due?

The completed Nevada 609 form must be submitted no later than 45 days after the Executive Board adopts the results of the reserve study. This ensures that the state has up-to-date information regarding the financial status of the association’s reserves.

What information is required on the form?

The form requires various details, including the association's legal name, Secretary of State file number, management company information, and specifics about the property. It also asks for financial data, such as the reserve account balance, budgeted reserve transfers, and any anticipated assessments. Accurate information is crucial for compliance with state regulations.

What happens if a limited or no site inspection is performed?

If a limited or no site inspection is conducted, the association cannot submit the 609 form. The law clearly states that a full study with a physical inspection is required every five years. Failure to comply with this requirement can lead to penalties or other consequences for the association.

Can anyone conduct the reserve study?

Not necessarily. For most associations, the reserve study must be conducted by a qualified reserve specialist. However, if the common-interest community has 20 or fewer units and is located in a county with a population of 55,000 or less, the Executive Board can designate any person they deem qualified to conduct the study.

What should an association do if there is a difference between projected and required reserve balances?

If there is a difference between the projected reserve account balance and the required balance, the association must identify the reasons for this discrepancy. The Executive Board should also outline how they plan to resolve the difference, whether through increased assessments, budget adjustments, or other measures to ensure financial stability.

Common mistakes

  1. Incomplete Information: One common mistake is failing to provide all required details. Each section must be filled out completely. Missing information can lead to delays or rejection of the form.

  2. Incorrect Dates: Entering the wrong dates can cause significant issues. Ensure that the dates for previous and current reserve studies are accurate. This includes the adoption date of the most recent study and the original filing date with the Secretary of State.

  3. Improper Signatures: The form must be signed by an authorized individual. Often, people neglect to check if the person signing holds the appropriate title, such as a board member or community manager. This oversight can render the submission invalid.

  4. Failure to Confirm Site Inspection: If a limited or no site inspection was performed, the form should not be submitted. Many individuals overlook this crucial requirement, which is necessary to comply with Nevada law.

Document Data

Fact Name Details
Governing Law The Nevada 609 Form is governed by NRS 116.31152, which mandates reserve studies for common-interest communities.
Purpose This form summarizes the findings of a reserve study, which assesses the financial health of a community's reserve fund.
Frequency Requirement Associations must conduct a full reserve study with a site inspection at least once every five years.
Submission Deadline A summary of the reserve study must be submitted to the Nevada Real Estate Division within 45 days of the Executive Board's adoption.
Site Inspection If a limited or no site inspection is performed, the form should not be submitted as it does not meet the requirements.
Community Types The form can be used for various types of communities, including condominiums, cooperatives, and planned communities.
Reserve Study Specialist The individual conducting the reserve study must be registered, and their information can be verified through the Nevada Real Estate Division.
Financial Information The form includes sections for detailing the reserve fund account balance, projected income, and expenses for the current fiscal year.
Discrepancies Associations must explain any differences between projected and required reserve balances and outline how they plan to resolve these discrepancies.
Declaration The person completing the form must declare, under penalty of perjury, that the information provided is true and correct.

Documents used along the form

The Nevada 609 form is essential for associations in Nevada to submit a reserve study summary. However, it is often accompanied by several other forms and documents that help provide a complete picture of the association's financial health and operational status. Below is a list of related documents that are commonly used alongside the Nevada 609 form.

  • Articles of Incorporation: This document establishes the existence of the association as a legal entity. It outlines the purpose, structure, and governance of the association.
  • Bylaws: Bylaws govern the internal management of the association. They detail procedures for meetings, voting rights, and the roles of board members.
  • CC&Rs (Covenants, Conditions, and Restrictions): These rules dictate how property owners can use their properties within the community. They cover aspects such as maintenance, modifications, and community standards.
  • Residential Lease Agreement: For those renting in New York, it’s crucial to understand the Residential Lease Agreement form, a legally binding document that outlines key terms and conditions between landlords and tenants.
  • Budget Report: This document outlines the financial plan for the association, including projected income and expenses. It helps ensure that the association remains financially viable.
  • Annual Meeting Minutes: These records provide a summary of discussions and decisions made during the annual meeting. They serve as an official account of the association's activities and member participation.
  • Reserve Fund Policy: This policy outlines how the association manages its reserve funds, including funding strategies and how funds will be allocated for future repairs and replacements.
  • Management Agreement: This document details the relationship between the association and its property management company. It specifies the responsibilities of the management company and the terms of their engagement.

Each of these documents plays a crucial role in the governance and financial management of a common-interest community in Nevada. Together, they provide a comprehensive framework for ensuring that the association operates smoothly and meets its obligations to its members.

Similar forms

  • Reserve Study Summary Form (NRS 116.31152): Similar to the Nevada 609 form, this document also requires associations to conduct a reserve study every five years. It outlines the financial health of the community and details the condition of common elements, ensuring that associations are prepared for future repairs and replacements.
  • Annual Budget Report: This report provides an overview of the community's financial plan for the year. Like the Nevada 609 form, it requires transparency in financial matters and ensures that the community has adequate funds for maintenance and operations.
  • CC&Rs (Covenants, Conditions & Restrictions): These documents govern the use of property within a community. They are similar in that they establish rules and responsibilities for homeowners and associations, ensuring proper management and upkeep of shared spaces.
  • Financial Statements: These documents present a snapshot of the community’s financial status. Like the Nevada 609 form, they provide essential information about income, expenses, and reserves, helping board members make informed decisions.
  • Meeting Minutes: Minutes from board meetings document discussions and decisions made regarding the community. They are similar to the Nevada 609 form in that they promote accountability and transparency in how the association is managed.
  • Insurance Policies: These documents outline the coverage for common areas and liabilities. They relate to the Nevada 609 form by ensuring that the association is financially protected against unforeseen events that could impact community resources.
  • Management Agreements: These contracts detail the relationship between the association and its management company. Like the Nevada 609 form, they clarify roles and responsibilities, ensuring that the community is effectively managed.
  • Reserve Fund Study: This document is specifically focused on the financial planning of reserve funds. It is similar to the Nevada 609 form in that it assesses the need for future repairs and the financial strategies to meet those needs.
  • Mobile Home Bill of Sale: This legal document facilitates the transfer of ownership of a mobile home, similar to the formalities outlined in other property transfer documents. For more information, visit legalpdf.org.

  • Audit Reports: These reports review the financial practices of the association. They are similar to the Nevada 609 form as they ensure compliance with financial regulations and provide a clear picture of the community's financial health.