What the law asks for
Subsection (4) of both ORS 100.175 and ORS 94.595 tells the board to prepare a maintenance plan and to review and update it as necessary. The plan must:
- describe the maintenance, repair and replacement the association will do;
- include a schedule for that work;
- be appropriate for the size and complexity of what the association maintains; and
- address issues including warranties and the useful life of the components.
For planned communities the plan covers all property the association maintains. The declarant prepares the first plan, at the same time as the first study. After that it belongs to the board, and there is no fixed review interval beyond "as necessary". Reviewing it alongside the yearly reserve update is the simplest habit.
Why it matters for the reserve
The study assumes each component reaches a certain life. The plan is how the association makes that true. A low-slope roof that is cleaned and inspected every autumn may last its full life; one that is ignored will not, and the reserve will come up short when it fails early. That is why a firm will often ask for the plan before it sets remaining lives.
An outline to start from
A useful Oregon plan follows the same component list as the reserve study, so the two documents line up. For each component:
| Column | What goes in it |
|---|---|
| Component | Named exactly as in the reserve study, with its location |
| Routine task | Cleaning, inspection, adjustment or servicing |
| How often | Monthly, seasonal, yearly or on a set cycle |
| Who does it | Staff, a named contractor type, or the owner where the declaration says so |
| Warranty | What it covers, when it ends and what voids it |
| Paid from | Operating budget or reserve |
| Last done | Date and a note of what was found |
Oregon weather earns some lines of their own: gutter and roof drain cleaning before the autumn rains, moss treatment on shaded roofs, sealant and flashing checks on the windward side, irrigation shut-down and start-up east of the Cascades, and railings and fasteners on the coast.
Warranties deserve their own list
The statute names warranties for a reason. Many roofing, membrane and window warranties require documented maintenance, and lapse without it. Keep the warranty terms with the plan, schedule the inspections they require, and note who holds the paperwork. For a newer building, the plan should flag when the main warranties run out, because that is often when the board first faces repair costs on its own.
Who writes the plan
The statute does not say. Some managers write it themselves from the study's component list; others ask the reserve study firm to prepare it at the same time, which keeps the two consistent and is often a modest addition to the fee. If you want both, say so in the notes on the request form below, so the proposal covers the plan as well as the study.
Source. ORS 100.175(4) and ORS 94.595(4), 2025 edition, on the Oregon Legislature's pages for chapter 100 and chapter 94.