Cost Segregation Study - Scope of Work & Estimate Request
The following information is required to identify the official scope of work for the project as well as generate an estimate of benefits for a cost segregation study. Please provide accurate information and complete one form per location.
 
Your name:
required field  
Company name:
required field  
Street address:
 required field  
City:
 required field  
State:
 required field    
Zip code:
 required field    
Telephone:
    
Ext:
    
Fax:
    
Email:
    
Federal tax rate:
   
Property Specifications
Property name:
 required field
Street address:
 required field
City:
 required field
State:
 required field  
Zip code:
required field  
Please select:required
Acquisition  
Acquisition & Re-model  
  New construction  
If new construction:
complete  
in progress  
Please complete a separate Date/Cost section for each year involved in this project. (For example, a building acquired in 2004 and re-modeled in 2005) required section
Acquisition/Capitalization date:
check box if date is estimated*
Capitalized costs:
 check box if cap cost is estimated*
Acquisition/Capitalization date:
 check box if date is estimated*
Capitalized costs:
 check box if cap cost is estimated*
Acquisition/Capitalization date:
 check box if date is estimated*
Capitalized costs:
 check box if cap cost is estimated*
Acquisition/Capitalization date:
 check box if date is estimated*
Capitalized costs:
 check box if cap cost is estimated*
Acquisition/Capitalization date:
 check box if date is estimated*
Capitalized costs:
 check box if cap cost is estimated*
*Important: estimated information above is only acceptable for projects for which construction is not yet complete.
Primary building function:(auto dealer, bank, hospital)
 required field
Secondary building function:(if applicable)
 
Number of stories:
 
Building square feet:
 
Land square feet or acres:
 
Number of buildings:
  
Number of tenants:
 
If multi-family(apartment, nursing or assisted living)
  
Number of floorplans:
  
Number of units:
  
Types of site improvements:
(landscaping, surface parking, carports,swimming pools, etc.)
Special features:
(service bays, clean rooms, specialized medical or manufacturing rooms, etc.)
  Information available for project:
  Architectural plans
  Mechanical plans
  Plumbing plans
  Electrical plans
  Structural plans
  Site plans
  Contractor's final application for payment
  Change orders
  Appraisal (if an acquisition)