Contact Information  
  Company:
  Completed By:
  Phone Number:
  Fax Number:
  E-Mail Address:
 

Subject Facility

  
  Street Address:
  City:
  County:
  State:
  Zip Code:
  Property Information  
  Land Area (in sqaure feet)
  Land Cost
  Year Acquired
  Site Work Cost
  Building Area
  Number of Buildings
  Year Built
  Historical Cost:  
  Buildings
  Building Equipment
  Facility Use %
Please check all that apply:		  
  Office %
  Manufacturing %
  Warehouse %
  R & D %
  Other %
  Above values based on Original Cost   Allocated Acquisition
  If other, please specify:
  Property Status  
  Is the property owner occupied or leased? Owner Occupied Leased
  Any new construction planned or underway: Yes No
  If Yes, Expected completion date:
  Has assessment been negotiated recently: Yes No
  Is the Property for sale or lease presently? Yes No
  If Yes, what is the asking price
  If Yes, when and what is the status:
  Any exemptions in place or planned: Yes No
  If Yes, Describe,
Include timing of exemption:
  Any environmental problems evident: Yes No
  If Yes, describe, include
cost to clean or remediate:
  Brief Description of
Facilities Operation:
  Personal Property Information  
  Are there any local or state personal property exemptions or abatements inforce at this location Yes No
  If Yes, when do exemptions expire?
  Please list exemption details:
  When was the last asset inventory at
this location completed?
  When is the next asset inventory scheduled?
  Are major equipment and machinery acquisitions planned? Yes No
  If Yes, describe, include cost and planned date of purchase:
 


 

To assist us in our inquiry, please fax the following documentation to (312) 861-9400,
or mail to: Two Prudential Plaza, Suite 2525, 180 Stetson Avenue, Chicago, IL 60601
 
Real Property Documentation:
Personal Property Documentation:
  •  A copy of any appraisal in the last five
    years.

•  Municipality, county and school tax bills
    (and assessment notices, if any.)

•  Property site plan (showing building on
    land parcel.)

•  Structural diagram(s) (floor level
    overview with linear measurements.)

•  If property is leased, send lease
    summary or copy of full lease.

•  If new construction is planned or
    underway, please send budget summary,
    or general contractor form G704.

•  A copy of your most recent annual report
    and 10K.

•  Please also send any other supporting
    documentation.

•  A copy of your most recent computerized
    fixed asset listing showing asset
    descriptions, cost and dates acquired.

•  A copy of the most recent tax return with all
    supplememtal schedules and work papers
    utilized in its preparation.

•  A copy of any assessment notices received
    resulting from that return.

•  Municipality, county and school tax bills
    (and assessment notices, if any.)

•  A copy of your most recent annual report
    and 10K.

•  Please also send any other supporting
    documentation.