Instructions   |   Optional Mail or FAX Form
PROPERTY INFORMATION FORM
- Please complete the form below and click submit
Property Name:
 Date:
Address:
 City:
 State:
 Zip:

Management Company or Owner:
Company Address:
 City:
 State:
 Zip:
Community Manager's Name:
 E-mail:
Tel:
 Ext:
 Fax:
On Site Contact:
 Tel:

STUDY TYPE REQUESTED
Level I
      Reserve Study (New Capital Reserve Study with on-site observation)
Level II
      Update Reserve Study (Update Reserve Study with on-site observation)
Level III
       Annual Reseve Study Update (Update with NO on-site observation)
Accompanying List of Recommended Repairs Option*
*with level I and level II only
Transition Warranty Inspection for New Communities

PERTINENT EXISTING DATA
(NOTE: The availability of building and site plans is important in allowing us to provide your community with the best price!)
Plans Available? No Yes       Type of Plans? Building     Site to scale     Site not to scale   
Previous Reserve Study?    No     Yes   Year

TYPE of COMMUNITY or FACILITY
Community Type:
Condominium HOA    Cooperative    Timeshare Resort    Golf Course/Country Club    Religious/Educational   
Building Data:   # Buildings   # Stories   # Units      Is Facility Access Controlled? No Yes
                           Year Built       If Conversion, Yr. Converted       Built in Phases?   From (yr) to
Building Type:
Garden Style    Townhouse    High-Rise    Mid-Rise    Single Family     Duplex      Other
Occupancy Type:
Residential    Office     Institutional    Retail    Residential          Are The Buildings Identical? No    Yes


COMMON SITE FEATURES or AMENITIES (Indicate if item is to be included in Reserve Study)
All Roads   
Fences   
Pool (outdoor)   
Garages   
Guard house   
 Some roads   
Mailboxes   
Tot lots   
Gazebos   
Boardwalks   
 Parking areas   
Site lighting   
Tennis courts   
Trails/paths   
Bulkheads   
 Curb & gutter   
Signage   
Ball courts   
Footbridges   
Boat/RV lots   
 Sidewalks   
Fountains   
Sports fields   
Pump station   
Piers   
 Entrance feature   
Retaining walls   
Irrigation system   
Storm water system   
Boat docks    
# Slips

Clubhouse/Community building (size) s.f. # Stories Maintenance Building
Other Other


COMMON EXTERIOR BUILDING FEATURES (Check here if this section pertains only to the Clubhouse or Community Building)

Roof
 Flat
 Material
Age
Means of access

  Pitched
 Material
Age
Means of access

Exterior Surface

 Brick
 Stucco
 Siding (material)
Fenestration

 Doors
 Windows
 Decks
Balconies (material)
Foundation
 Basement
 Crawlspace
 Slab
 Underground parking garage 
# Levels

COMMON INTERIOR BUILDING FEATURES (Check here if this section pertains only to the Clubhouse or Community Building)

Lobbies
Pool (Indoor)
Elevators
     #
Entry system
Corridors
Exercise Room
Central HVAC
Video security
Stair halls
Fitness equip.
Cooling towers
Fire alarm
Storage rooms
Locker rooms
Plumbing risers
Fire sprinklers
Laundry rooms
Bathrooms
Electric service
Generator
Management office
Kitchen (Large)   
Kitchen (Small)
Mechanical room
Trash compactors #
Other    


Existing problems:
Date proposal is needed:
 / / 		Current Reserve Balance:
$ 		Annual Reserve Contribution:
$

millerdodson ASSOCIATES assumes the right to rely on the information
submitted on the above Property Information Form as the basis for our proposal.
A consultant will contact you for additional information if needed. Thank you for considering us!



millerdodson ASSOCIATES | 929 West Street, Suite 310 | Annapolis, Maryland 21401 | pmiller@MDAreserves.com
Telephone: 410.268.0479 | Facsimile: 410.268.8483 | Toll Free: 800.850.2835