Editable letters & planning documents

Balcony inspection documents: what to request, and how to ask.

Start with a prepared draft instead of a blank page. Choose a document set, add your property details, and download files you can edit and review with your adviser. The samples below show the wording before you buy.

Excerpt only
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Free report-request checklist · reviewed October 7, 2026

Documents to request from a balcony inspector

Ask for the actual signed or stamped inspection report, not just an invoice or an owner-written summary. Use the relevant list below to prepare your request; your inspector should confirm the full statutory scope.

SB 326 · condominium report

  • The signed or stamped report identifying the inspected load-bearing components and associated waterproofing systems.
  • Current condition, any immediate safety threat, expected remaining useful life, and recommended repairs or replacement.
  • The locations selected for the random visual inspection and the inspector’s certification of the statistical sample.
  • The first-page summary: inspection date; project unit count; units with exterior elevated elements; total and inspected element counts; threatening-element and affected-unit counts.
  • The copy presented to the board for incorporation into the reserve study. If an immediate threat was identified, ask for evidence of the required local-agency transmittal.
Civil Code § 5551(c), (e)–(g)

SB 721 · apartment-building report

  • The signed or stamped written report, which the inspector must provide to the owner or designated agent within 45 days after completing the inspection.
  • Photographs, test results, and a narrative sufficient to establish a baseline of the components’ condition.
  • Current condition, expected future performance and useful life, and recommendations for further inspection or repair.
  • Any findings requiring immediate repairs, access restrictions, or emergency shoring, plus evidence of the required local-agency report where triggered.
  • Prior reports incorporated into later inspections and any final report confirming required repairs are complete. Ask the city whether it requires copies of initial or final reports.
Health & Safety Code § 17973(c)–(d)
Still hiring an inspector? Request a written proposal stating qualifications, scope, sampling method, deliverables, timing, and price. These are useful proposal questions; they are not a substitute for the statutory inspection report. The $29 kit includes an editable bid-request letter.

Cross-check: California DRE’s 2026 official code compilation. This checklist does not certify a report’s adequacy.

For boards and property owners

Compliance kit · $29

Organize inspection paperwork with a bid-request email, owner-summary letter, buyer document request, and sample-size spreadsheet.

Explore the compliance kit

For buyers and their agents

Buyer packet · $79

Prepare for a purchase with a document-request letter, inspection questions, and a guide to issues to discuss with your agent or adviser.

Explore the buyer packet

Both sets include a buyer document request. The kit adds inspection-planning and owner-summary documents; the buyer packet adds purchase-focused questions and discussion points. Neither includes an inspection or professional review.

Take a look inside.

Short excerpts from the templates. Your downloads use the details and statute you select.

01 / Compliance kit · bid request

Ask an inspector for a scoped proposal

Please submit a written fee proposal to inspect the exterior elevated elements at [Property] under [confirmed statute].

Inventory every exterior elevated element for which we have maintenance or repair responsibility, by type.

State the sampling design in your proposal.

Excerpt from the kit's bid-request email. Element counts, qualifications, deliverables, and other instructions are omitted here.

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02 / Compliance kit · owner summary

Record what the inspection found

Inspector. Name, license type, and license number: __________________________.

Date of inspection / date of report: __________________________.

Immediate threat to occupant safety? Yes / No

Excerpt from the kit's owner-summary letter. It is a fill-in template, not an inspection finding or a substitute for the inspector's report.

Explore the $29 kit

03 / Buyer packet · document request

Request the report behind a sale

Re: Written demand — produce the exterior elevated element inspection report and written summary

Please produce the most recent Civil Code § 5551 inspection report, including photographs, test results, and any supplemental or final report confirming repairs.

Please confirm receipt in writing.

Abbreviated condominium-branch excerpt from the buyer demand. The full template also addresses apartment-building sales and includes more requested records and questions.

Explore the $79 packet
The full products assemble downloadable documents from details you enter in this browser. Confirm which law applies and review the current statutes and local process before using a letter. A download does not send a request or file a report.

Not legal advice. Confirm the current statute text on leginfo.legislature.ca.gov and the current filing desk on the city’s .gov site before you send a report or a demand letter.