Initial Consultation Questionnaire
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INITIAL CONSULTATION QUESTIONNAIRE CLIENT NAME(S): ________________________________ CLIENT PHONE #: __________________ CLIENT EMAIL: _______________________ LOT CRITERIA – GENERAL (check all that apply) Lot Dimensions __________________________ Street/Utilities Elementary School ☐ Aerobic Septic _________________________________ ☐ Acreage Approximate size: _________ ☐ All Weather Road ☐ Corner ☐ Alley Middle/Junior High School ☐ Creek ☐ Asphalt _________________________________ ☐ Cul de Sac ☐ City Sewer High School ☐ Golf Course Lot ☐ City Water _________________________________ ☐ Greenbelt ☐ Co-op Water ☐ Heavily Treed ☐ Community Mailbox HOA Common Features (if applicable) ☐ Horses Permitted ☐ Concrete ☐ Boat Ramp ☐ Interior Lot ☐ Curbs ☐ Club House ☐ Lake Front ☐ Dirt ☐ Community Dock ☐ Large Backyard ☐ Gravel / Rock ☐ Community Pool ☐ M.U.D. Sewer ☐ Gated Entrance ☐ M.U.D. Water ☐ Golf ☐ No City Services ☐ Greenbelt ☐ Outside City Limits ☐ Guarded Entrance ☐ Overhead Utilities ☐ Horse Facilities ☐ Private Road ☐ Jogging Path/Bike Path 1 ☐ Private Sewer Co. ☐ Marina ☐ Private Water Co. ☐ Park ☐ Septic ☐ Perimeter Fencing ☐ Sidewalk ☐ Playground ☐ Private Lake/Pond 1 Public Underground Utilities ☐ Tennis ☐ Unincorporated ☐ Well ☐ Other Page 1 INITIAL CONSULTATION QUESTIONNAIRE HOME CRITERIA – GENERAL (check all that apply) Size: Style Green Features A/C Square Footage _________ ☐ Colonial ☐ Drought Tolerant Plants Garages (~200-250 per car) _________ ☐ Contemporary/Modern ☐ Enhanced Air Filtration Covered Patios _________ ☐ Craftsman ☐ Geo-thermal HVAC Porches _________ ☐ English ☐ Low Flow Commode TOTAL UNDER THE ROOF* _________ * Under-the-roof includes garage, covered patio, porches, etc. ☐ French ☐ Low Flow Fixtures ☐ Mediterranean ☐ Mechanical Fresh Air Number of Stories _______ ☐ Mid Century Modern ☐ Rain/Freeze Sensors Number of Bedrooms _______ ☐ Old World ☐ Rain Water Catchment Number of Full Baths _______ ☐ Ranch ☐ Recirculating Hot Water Number of Half Baths _______ ☐ Spanish ☐ Solar Electric System Number of Fireplaces _______ ☐ Traditional ☐ Solar Hot Water No. of Living Areas _______ No. of Dining Areas _______ ☐ Tudor ☐ Wind Power No. of Garage Spaces _______ ☐ Victorian _______ ☐ Other _____________________ Energy Features Handicap Amenities ☐ Yes ☐ No ☐ 12 in. + Attic Insulation Security System ☐ Yes ☐ No Alarm/Security Type ☐ 13-15 SEER AC Pool ☐ Yes ☐ No ☐ Burglar ☐ 16+ SEER AC Pets ☐ Yes ☐ No ☐ Carbon Monoxide Detector ☐ 80% Efficient Furnace ☐ Exterior Security Light(s) ☐ Attic Fan/Ridge Vents ☐ Fire Sprinkler System ☐ Ceiling Fans Heating/Cooling ☐ Fire / Smoke ☐ Dehumidifier ☐ Additional Water Heater(s) ☐ Firewall(s) ☐ Double Pane Windows ☐ Central Air - Electric ☐ Leased ☐ Electric Water Heater ☐ Central Air - Gas ☐ Monitored ☐ Energy Star Appliances ☐ Central Heat - Electric ☐ Owned ☐ Foam Insulation/Bib Insulation ☐ Central Heat - Gas ☐ Pre-Wired ☐ Gas Water Heater ☐ Direct Vent ☐ Smoke Detector ☐ High Efficiency Water Heater ☐ Electrostatic Air Filter ☐ Wireless ☐ Insulated Doors ☐ Evaporation ☐ Low E Windows ☐ Gas Jets ☐ Programmable Thermostat ☐ Geothermal ☐ Radiant Barrier ☐ Heat Pump ☐ Smart Electric Meter ☐ Humidifier ☐ Solar Panels ☐ Panel/Floor/Wall ☐ Solar Screens ☐ Propane ☐ Storm Door(s) ☐ Zoned ☐ Storm Window(s) ☐ Hybrid Heat Pump Water Heater ☐ Tankless Water Heater (not advised) ☐ Thermo Windows ☐ Tinted Windows ☐ Turbines ☐ Variable Speed HVAC ☐ Ventilator Page 2 INITIAL CONSULTATION QUESTIONNAIRE HOME CRITERIA – EXTERIOR (check all that apply) Roof Outdoor Features Backyard Pool Features ☐ Composition ☐ Arena ☐ Attached Spa ☐ Concrete ☐ Attached Grill ☐ Cabana ☐ Fiber Cement ☐ Balcony ☐ Cleaning System ☐ Metal ☐ Boat Dock w/ Lift ☐ Custom Cover ☐ Overlay ☐ Boat Dock/Slip ☐ Diving ☐ Shake Metal ☐ Covered Deck ☐ Heated ☐ Tile/Slate ☐ Covered Porch(es) ☐ In Ground Fiber Glass ☐ Wood Shake ☐ Deck ☐ In Ground Gunite ☐ Wood Shingle ☐ Equestrian Center ☐ In Ground Vinyl ☐ Gardens ☐ Indoor Parking/Garage ☐ Gazebo/Pergola ☐ Infinity Edge ☐ Assigned ☐ Greenhouse ☐ Lap Pool ☐ Attached ☐ Guest Quarters ☐ Play Pool ☐ Circle Drive ☐ Gutters ☐ Pool Perimeter Fence ☐ Covered ☐ Lighting System ☐ Separate Spa/Hot Tub ☐ Detached ☐ Mosquito Mist System ☐ Water Feature ☐ Front ☐ Outdoor ☐ Golf Cart Garage ☐ Fireplace/Pit Type of Fence ☐ Has Sink in Garage ☐ Outdoor Living Center ☐ Automatic Gate ☐ Opener ☐ Patio Covered ☐ Brick ☐ Outside Entry ☐ Patio Open ☐ Chain Link ☐ Oversized ☐ Private Hangar ☐ Cross Fenced ☐ Porte-Cochere ☐ Private Landing Strip ☐ Dog Run ☐ Rear ☐ RV/Boat Parking ☐ Metal/Wrought Iron ☐ Side ☐ Satellite Dish ☐ Net ☐ Swing Drive ☐ Separate Entry Quarters ☐ None ☐ Tandem Style ☐ Sport Court ☐ Partially Fenced ☐ Uncovered ☐ Sprinkler System ☐ Pipe ☐ Workbench ☐ Stable/Barn ☐ Rail ☐ Storage Building ☐ Rock/Stone ☐ Storm Cellar ☐ Slick/Smooth Wire ☐ Tennis Court(s) ☐ Vinyl ☐ Wood Page 3 INITIAL CONSULTATION QUESTIONNAIRE HOME CRITERIA – INTERIOR (check all that apply) Flooring Kitchen Equipment Bed/Bath Features ☐ Brick/Adobe ☐ Built-in Coffee Maker ☐ Built-ins ☐ Carpet ☐ Built-in Compactor ☐ Cedar Closet ☐ Ceramic Tile ☐ Built-in Icemaker ☐ Dual Sinks/Separate Vanities ☐ Concrete ☐ Built-in Microwave ☐ Fireplace in Master ☐ Laminate ☐ Built in Refrigerator/Freezer ☐ Garden Tub ☐ Marble ☐ Commercial Grade Range ☐ Hollywood Bath ☐ Parquet ☐ Commercial Grade Vent ☐ Jack & Jill Bath ☐ Slate ☐ Convection Oven ☐ Jetted Tub ☐ Stone ☐ Cooktop-Electric ☐ Linen Closet ☐ Travertine ☐ Cooktop-Gas ☐ Medicine Cabinet ☐ Wood Floor ☐ Dishwasher ☐ Separate Shower ☐ Wood Hand Scraped ☐ Disposal ☐ Shower Body Sprays ☐ Double Oven ☐ Sitting Area in Master Utility Room ☐ Drop in Range/Oven - Gas ☐ Split Bedrooms ☐ Drip/Dry Area ☐ Dual Dishwashers ☐ Steam Shower ☐ Dryer Hookup-Elec ☐ Dual Fuel Range ☐ Walk-in Closets ☐ Dryer Hookup-Gas ☐ Indoor Grill Floor Drain ☐ Full Size W/D Area ☐ Oven - ElectricLaundry Chute Specialty Rooms ☐ Room for Freezer ☐ Oven - Gas ☐ Exercise Room ☐ Second Pantry ☐ Plumbed for Gas in Kitchen ☐ Extra Storage Room ☐ Separate Room ☐ Range/Oven—Electric ☐ Game Room ☐ Sink in Utility ☐ Range/Oven—Gas ☐ Guest Suite ☐ Vent Mechanism ☐ Library/Study Miscellaneous ☐ Warmer Oven Drawer ☐ Media Room ☐ Bay Windows ☐ Water Line to Refrigerator ☐ Mud Room ☐ Built-in Wine Cooler ☐ Safe Room ☐ Cable TV Available Kitchen Other ☐ Sauna/Steam Room ☐ Central Vacuum ☐ Breakfast Bar ☐ Second Master ☐ Decorative Lighting ☐ Butler’s Pantry ☐ Solarium/Sunroom ☐ Dry Bar ☐ Concrete Countertop ☐ Spa/Hot Tub Room ☐ Electric Shades ☐ Corian/Corian Type Counter ☐ Unfinished Bonus Room ☐ Flat Screen Wiring ☐ Dumbwaiter ☐ Wine Cellar ☐ High Speed Internet Avail. ☐ Eat-in Kitchen ☐ Intercom ☐ Farm Sink Fireplace Type ☐ Loft ☐ Galley Kitchen ☐ Blower Fan ☐ Multiple Staircases ☐ Granite/Granite Type Counter ☐ Brick ☐ Plantation Shutters ☐ Island ☐ Decorative ☐ Smart Home Features ☐ Pot Filler ☐ Direct Vent ☐ Sound System Wiring ☐ Recycle Bin ☐ Electric ☐ Vaulted Ceilings/Beamed Ceilings ☐ Second Sink ☐ Freestanding ☐ Wainscoting ☐ Tile Countertop ☐ Gas Logs ☐ Water Filter ☐ Walk-in Pantry ☐ Gas Starter ☐ Water Purifier ☐ Insert ☐ Water Softener ☐ Masonry ☐ Window Coverings ☐ See Through Fireplace ☐ Window Wall ☐ Stone ☐ Wood Burning Page 4 INITIAL CONSULTATION QUESTIONNAIRE PRIORTIZE YOUR TOP TEN NEEDS AND WANTS: NEEDS WANTS 1 2 3 4 5 6 7 8 9 10 UNDERSTANDING PRICE PER SQUARE FOOT One very important factor to consider when designing your custom home is the method in which many custom builders calculate the price per square foot to build. It is different from how the price per square foot is calculated on a home that is already constructed. Understanding these differences will assist you in budgeting and help you understand how it affects the associated cost to build as well as the resale value. Below is an example of the calculation difference between an already constructed home that has 3,000 square feet of heated/AC space, with a three-car garage (700 sq. ft) and outdoor patio (200 sq. ft.) that sells for $450,000 and the same size custom home that can be built for $90 per sq. ft. “under the roof.” • CONSTRUCTED HOME CALCULATION Total Price of Home / sq. ft. of heated and air conditioned space* = Price per sq. ft. $450,000 / 3,000 sq. ft. of heated and air-conditioned space* = $150 per sq. ft. *Total square footage that is “heated and air-conditioned” which does not include areas of the home such as the garage, porches, covered patios, etc. The price also includes the cost of the lot. • CUSTOM HOME sq. ft. under the roof** x price per sq. ft. = Price to Build Custom Home 3,900 sq. ft. under the roof** x $90 per sq. ft.*** = $351,000 Total Price of Home = $351,000 + cost of the Lot **Total square footage includes anything that has both a roof and a concrete foundation, such as the garage, porches, covered patios, etc. Based on this example, add 3,000 sq. ft. (home) + 700 sq. ft. (garage) + 200 sq. ft. (patio) = 3,900 sq. ft. of space “under the roof” ***This is an example only. The price per square foot for a custom home varies greatly depending on the size, finishes, and various other factors. The price per square foot “under the roof” is typically lower than the “heated and air conditioned” price. It is also important to note that the price per square foot to build a custom home does not typically include the cost of the lot. Three factors that greatly affect the overall price per square foot of a custom home is the price of the lot, the amount of non-heated and air conditioned space and the amount of upgraded features. If budget is a concern, these are the top three factors that increase the overall price to build. For resale purposes, it is wise to keep the price per square foot of your custom home in line with what similar “constructed” homes in the neighborhood are selling for. If homes in the neighborhood sell for $150 per sq. ft., it is recommended that you stay close to that range when building your custom home. Page 5 .