CONDOMINIUM AND COOPERATIVE MILESTONE INSPECTION

CONDOMINIUM AND COOPERATIVE MILESTONE INSPECTION,

STRUCTURAL INTEGRITY RESERVES, AND MANDATORY RESERVE CHECKLIST

NOTE: This checklist is solely intended to assist in determining whether inspection and reserve requirements enacted by SB 4D (2022) apply to a

given condominium or cooperative. Even if the new requirements imposed by SB 4D (2022) are inapplicable, other provisions of Chapters 718 and

719 relating to maintenance and reserves may apply.

STEP 1: Submit and maintain accuracy of building inventory list with DBPR.

a. Has the Association, no later than January 1, 2023, filed and kept current information with the

DBPR including the number of buildings on the condominium or cooperative property that are

three stories or higher in height, the total number of units in all such buildings, the addresses of all

such buildings, and the counties in which all such buildings are located?

☐ NO  Prepare and file immediately. Proceed to Step 2.

☐ YES  Confirm information current. Proceed to Step 2.

STEP 2: Determine whether milestone inspections, structural integrity reserve studies, and mandatory

reserves are required:

a. Does the condominium contain any buildings three or more stories in height?

☐ NO  NO milestone inspection, structural integrity reserve study, or mandatory

reserves required. No further action is required.

☐ YES  milestone inspection, structural integrity reserve study, and mandatory reserves

may be required, continue to Step 2, section b.

b. Do any buildings with three (3) or more stories contain more than three single family units?

☐ NO  NO milestone inspection, structural integrity reserve study, or mandatory

reserves required. No further action is required.

☐ YES  Milestone inspections, structural integrity reserve studies, and mandatory

reserves required. Proceed to Step 3.

STEP 3: Determine whether Developer complied with turnover milestone inspection, structural integrity

reserve study, and mandatory reserve requirements:

a. Has turnover occurred?

☐ NO  No turnover milestone inspection or structural integrity reserve study due until

turnover (but other timelines apply). Proceed to Step 4.

☐ YES  Turnover milestone inspection or structural integrity reserve study due. Proceed

to Step 3, section b.

b. If turnover occurred May 26, 2022 or later, did the developer provide a milestone inspection and

structural integrity reserve study at turnover?

☐ NO  Demand developer provide milestone inspection and structural integrity reserve

study. Proceed to Step 4.

☐ YES  No demand to developer needed. Proceed to Step 4.

STEP 4: Determine milestone inspection filing deadlines (other than turnover):

a. Was a certificate of occupancy issued for any building prior to July 1, 1992?

☐ NO  Proceed to Step 4, section b to determine first deadline.

☐ YES  First milestone inspection filing due December 31, 2024 and every 10 years

thereafter. See worksheet enclosed herewith. Proceed to Step 5 to determine structural

integrity reserve study deadlines.

b. For buildings with certificate of occupancy issued July 1, 1992 or after, is the building located

within three miles of coastline?

☐ NO  The initial milestone inspection for each building will be due by December 31

of the year that the building turns thirty (30) years of age based on the certificate of

occupancy and every ten (10) years thereafter. See worksheet enclosed herewith. Proceed

to Step 5 to determine structural integrity reserve study deadlines.

☐ YES The initial milestone inspection will be due by December 31

of the year the

building turns twenty-five (25) years of age based on the certificate of occupancy and every

ten (10) years thereafter. See worksheet enclosed herewith. Proceed to Step 5 to determine

structural integrity reserve study deadlines.

Step 5: Determine structural integrity reserve study deadlines:

a. Does the Association already have a structural integrity reserve study, prepared by licensed

architect and engineer and meeting other statutory requirements

for the required components

which is less than ten years old? (Required components include roof, load-bearing walls or other

primary structural members, floor, foundation, fireproofing and fire protection systems, plumbing,

electrical systems, waterproofing and exterior painting, windows, any other item with deferred

maintenance or replacement expense in excess of $10,000 which, if not performed would

negatively impact the aforementioned components)

☐ NO  First structural integrity reserve study due by December 31, 2024.

☐ YES  Structural integrity reserve study due 10 years from date of prior structural

integrity reserve study.

See Sec. 718.103, Florida Statutes.

Step 6: Ensure timely compliance!

a. Retain and consult appropriate experts to comply with milestone inspection, structural integrity

reserve studies, and mandatory reserve requirements.

b. Retain milestone inspection, structural integrity reserve studies in official records and on web

site (if web site required).

c. See Shumaker, Loop & Kendrick, LLP Client Alert and SB 4D (2022) for further information.

d. Review other potentially applicable inspection and reserve requirements set forth in Chapters

718/719 or governing documents.

CONDOMINIUM AND COOPERATIVE MILESTONE INSPECTION,

STRUCTURAL INTEGRITY RESERVES, AND MANDATORY RESERVE WORKSHEET

NOTE: This worksheet is solely intended to assist in determining whether inspection and reserve requirements enacted by SB 4D (2022) apply to

a condominium or cooperative. Even if the new requirements imposed by SB 4D (2022) are inapplicable, other provisions of Chapters 718 and 719

relating to maintenance and reserves may apply.

General Condominium/Cooperative Information

Name of Condominium/Cooperative:

County(ies):

Total Number of Buildings: Total Number of Buildings over 3 Stories in Height

For any buildings over 3 Stories in Height, how many contain more than 3 single family units

Individual Building Information and Deadlines

Instructions: Fill out the below information for each building which is over 3 stories in height AND which contains more

than 3 single family units.

Building Number/Address:

Date Certificate of Occupancy Issued: Total Number of Units:

☐ Certificate of Occupancy (the “CO”) was issued prior to July 1, 1992. Proceed to Chart One A for

Milestone Inspection Deadlines, then proceed to Chart Two for Structural Integrity Reserve Study

Deadlines.

☐ Certificate of Occupancy (the “CO”) was issued on or after July 1, 1992. Proceed to Chart One B for

Milestone Inspection Deadlines, then proceed to Chart Two for Structural Integrity Reserve Study

Deadlines.

CHART ONE. Milestone Inspection Deadlines (due every 10 years after initial due date).

A. Certificate of Occupancy was issued prior to July 1, 1992.

First Milestone Inspection

Due Date

Second Milestone

Inspection Due Date

Third Milestone

Inspection Due Date

Fourth Milestone

Inspection Due Date

December 31, 2024

December 31, 2034

December 31, 2044

December 31, 2054

If this number is zero, no milestone inspections, structural integrity reserve study, or mandatory reserves are required.

B. Certificate of Occupancy was issued after July 1, 1992.

First Milestone

Inspection Due Date

Second Milestone

Inspection Due Date

Third Milestone

Inspection Due Date

Fourth Milestone

Inspection Due Date

If Building is NOT

located within 3 miles

of coastline:

December 31, 20___

(year CO was issued

plus 30 years)

December 31, 20___

(previous due date plus

10 years)

December 31, 20___

(previous due date plus

10 years)

December 31, 20___

(previous due date plus

10 years)

If Building is located

within 3 miles of

coastline:

December 31, 20___

(add 25 years to year

CO was issued)

December 31, 20___

(previous due date plus

10 years)

December 31, 20___

(previous due date plus

10 years)

December 31, 20___

(previous due date plus

10 years)

CHART TWO. Structural Integrity Reserve Study Deadlines (due every 10 years after initial due date).

First Structural

Integrity

Reserve Study

Due Date

Second

Structural

Integrity

Reserve Study

Due Date

Third

Structural

Integrity

Reserve Study

Due Date

Fourth

Structural

Integrity

Reserve Study

Due Date

The Condominium or Cooperative has,

within the last 10 years, a structural

reserve study for all required

components:

☐ Roof

☐ Load-bearing walls or other primary

structural members

☐ Floor

☐ Foundation

☐ Fireproofing and fire protection

systems

☐ Plumbing

☐ Electrical systems

☐ Waterproofing and exterior painting

☐ Windows

☐ Other item with deferred maintenance

or replacement expense in excess of

$10,000, which, if not performed, would

negatively impact the aforementioned

components

________ ___,

20___

(add 10 years to

date of last

structural reserve

study)

________ ___,

20___

(add 10 years to

date of last

structural reserve

study)

________ ___,

20___

(add 10 years to

date of last

structural reserve

study)

________ ___,

20___

(add 10 years to

date of last

structural reserve

study)

The Condominium or Cooperative does

NOT have, within the last 10 years, a

structural reserve study for all

required components

December 31,

2024

December 31,

2034

December 31,

2044

December 31,

2054