Fill during or immediately after the property walkthrough. Captures coarse drivers, condition flags, and scope multipliers — anything a PM can directly observe or estimate at a rough order of magnitude. Detailed measurements move to Form 03; grade/material selections move to Form 08.
Listing price / acquisition target
Estimated project duration in months
Site access condition
site_access:
e.g. standard / restricted / gated
Number of large trees to remove
Stump grinding required
stump_grinding:
e.g. yes / no
Asbestos / lead suspected — triggers survey
hazmat_present:
e.g. yes / no / unknown
Demolition scope (partial=0.6 / selective=0.8 / full=1.0)
demo_scope:
e.g. partial / selective / full
Structural condition of existing construction
existing_conditions:
e.g. good / fair / poor
Service lines need to move
utility_relocation:
e.g. yes / no
Sewer work type
sewer_scope:
e.g. connect to municipal / new septic install / septic repair / no work
In-ground oil tank present
oil_tank:
e.g. yes / no / unknown
Estimated cubic yards to excavate
Haul excavation off-site
dirt_removal:
e.g. yes / no
Drywell required (drainage / leader connection)
Lot grade — affects grading cost
lot_slope:
e.g. flat / moderate / steep
Foundation scope
foundation_type:
e.g. existing / new / repair
Building footprint area / roof plan area (sq ft)
Basement or crawl space present
basement:
e.g. yes / no / crawl space
Waterproofing required
waterproofing_needed:
e.g. yes / no / unknown
Conditioned above-grade area (sq ft)
Number of above-grade floors
stories:
e.g. 1 / 1.5 / 2 / 3
New addition included in scope
Open floor plan (drives beam complexity)
open_floor_plan:
e.g. yes / no
Roof pitch (slope length multiplier)
pitch:
e.g. flat ≤2/12 (1.0) / 4:12 (1.05) / 6:12 (1.12) / 8:12 (1.19) / 12:12 (1.41)
Roof material (cost multiplier)
material:
e.g. shingle (1.0) / flat-TPO (0.9) / metal (1.8)
Estimated number of windows
Number of exterior doors (not garage)
Confirmed garage configuration — refines Form 00 placeholder
garage_status:
e.g. none / 1-car / 2-car · attached / detached
Number of interior staircases
Interior stair configuration
stair_type:
e.g. straight / L-shaped / U-shaped / winder
Estimated number of downspouts
Number of half baths / powder rooms
Number of kitchens (typically 1)
Conditioned square footage (for HVAC load)
HVAC scope multiplier
hvac_scope:
e.g. repair / replace / new
Electrical panel upgrade required
panel_upgrade:
e.g. yes / no
Electrical service size
service_size:
e.g. 100A / 200A / 400A
Number of security cameras
Low-voltage scope multiplier
low_voltage_scope:
e.g. basic / structured-wiring
Number of fireplace units
Drywall scope multiplier
drywall_scope:
e.g. patch / partial / full
Deck and porch surface area (sq ft)
Patio and walkway area (sq ft)
Exterior railing linear feet (estimate)
Landscape scope multiplier
landscape_scope:
e.g. cleanup / improvements / full-renovation
observations not captured above